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

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

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC., in the last quarter, reduced its stake in DFSV by -0.16% restricting it's holding to 704.49 thousand shares of worth nearly $27.33M. COMMONWEALTH EQUITY SERVICES, LLC also lessened -0.85% of the DFSV shares from its portfolio, reducing its holding to 644.64 thousand shares of worth $25.01M. DINUZZO PRIVATE WEALTH, INC. also shunned DFSV shares holding by -3.48% last quarter which brought its holding to 1.3 million shares worth $50.45M.

Investors who are buying DFSV stock?

As per its latest 13F filing, PARK AVENUE SECURITIES LLC increased its stake in DFSV by 5.62% in the last quarter. The institutional holder raised its holding to 714.2 thousand shares having worth more than $27.70M. RESOURCES INVESTMENT ADVISORS, LLC. also added 6.39% more shares of DFSV to its portfolio, raising its holding to 665.53 thousand shares of worth $25.82M. RETIREMENT SOLUTION INC. also increased its DFSV shares holding by 0.07% which brought its holding to 658.01 thousand shares worth $25.52M.

DFSV's major insiders: who are they?

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

Did an insider recently sell DFSV stock?

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

Which insider recently purchased DFSV stock?

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

How much of DFSV does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in DFSV?

PARK AVENUE SECURITIES LLC is the largest institutional owner in DFSV which holds 714.2 thousand shares worth $27.70M or 0.36% of the total DFSV shares outstanding followed by BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. with ownership of 704.49 thousand shares representing 0.35% of the DFSV ownership. RESOURCES INVESTMENT ADVISORS, LLC. is the third largest stakeholder with 665.53 thousand shares or 0.33% of the ownership worth more than $25.82M.

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

Is there a short position on DFSV's shares?

Number of DFSV 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 DFSV shares are there?

As of today, null shares of DFSV are outstanding.

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

DFSV 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 DFSV is null.

Dimensional - US Small Cap Value ETF (DFSV) 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. PARK AVENUE SECURITIES LLC is the top corporate investor, holding 714.2K shares valued at $27.70M. A 0.36% stake in Dimensional - US Small Cap Value ETF is owned by the company. BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. owns 704.49K shares valued at $27.33M, which translates its holding of 0.35% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.36%	714.2K	27.7M	37.98K	+5.62%
Jun 30, 2026	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.35%	704.49K	27.33M	-1.11K	-0.16%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.33%	665.53K	25.82M	39.96K	+6.39%
Jun 30, 2026	RETIREMENT SOLUTION INC.	0.33%	658.01K	25.52M	484	+0.07%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	644.64K	25.01M	-5.53K	-0.85%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.42%	848.19K	32.9M	32.61K	+4.00%
Jun 30, 2026	ELSER FINANCIAL PLANNING, INC	0.46%	923.58K	35.83M	11.73K	+1.29%
Jun 30, 2026	DINUZZO PRIVATE WEALTH, INC.	0.65%	1.3M	50.45M	-46.93K	-3.48%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.67%	1.33M	51.69M	-87.81K	-6.18%
Jun 30, 2026	ARISTA WEALTH MANAGEMENT, LLC	1.08%	2.15M	83.47M	48.49K	+2.31%
Jun 30, 2026	WEALTH DIMENSIONS GROUP, LTD.	0.3%	587K	22.77M	5.73K	+0.99%
Jun 30, 2026	BUCKINGHAM STRATEGIC PARTNERS	1.11%	2.23M	86.34M	117.12K	+5.55%
Jun 30, 2026		0.48%	940.15K	36.47M	76.57K	+8.87%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.41%	826.86K	32.08M	137.34K	+19.92%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.4%	805.62K	31.25M	19.29K	+2.45%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.99%	1.97M	76.45M	28.49K	+1.47%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.85%	1.7M	66.14M	132.55K	+8.43%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.74%	1.49M	57.65M	-898	-0.06%
Jun 30, 2026	TRUEPOINT, INC.	0.6%	1.19M	46.31M	-147.57K	-11.00%
Jun 30, 2026	EVANSON FINANCIAL, LLC	0.58%	1.16M	45M	1.16M	+100.00%
Jun 30, 2026	COLONY GROUP, LLC	2.35%	4.7M	182.38M	200.44K	+4.45%
Jun 30, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	0.57%	1.14M	44.93M	-1.09M	-48.76%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.49%	968.73K	37.58M	188.21K	+24.11%
Jun 30, 2026	SEASIDE WEALTH MANAGEMENT, INC.	0.46%	922.46K	35.78M	20.92K	+2.32%
Jun 30, 2026	STORDAHL CAPITAL MANAGEMENT, INC.	0.46%	913.55K	35.44M	3.75K	+0.41%
Jun 30, 2026	NORTHERN TRUST CORP	0.45%	905.47K	35.12M	56.88K	+6.70%
Jun 30, 2026	INTEGRITY ADVISORY SOLUTIONS, LLC	0.47%	940.15K	36.47M	76.57K	+8.87%
Jun 30, 2026	CLUNE & ASSOCIATES, LTD.	0.32%	634.62K	24.62M	286.61K	+82.36%
Jun 30, 2026	UNITED WEALTH MANAGEMENT, LLC	0.45%	904.35K	35.08M	5.14K	+0.57%
Jun 30, 2026	JACKSON THORNTON ASSET MANAGEMENT, LLC	0.44%	873.27K	33.87M	19.95K	+2.34%
Jun 30, 2026	VON BORSTEL & ASSOCIATES, INC.	0.42%	839.02K	32.55M	9.61K	+1.16%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	2.35%	4.7M	182.33M	811.66K	+20.87%
Jun 30, 2026	CERITY PARTNERS LLC	2.24%	4.47M	173.37M	161.62K	+3.75%
Jun 30, 2026	INTEGRIS WEALTH MANAGEMENT, LLC	0.3%	585.9K	22.73M	-12.49K	-2.09%
Jun 30, 2026	SAFEGUARD INVESTMENT ADVISORY GROUP, LLC	0.3%	584.08K	22.66M	-27.19K	-4.45%
Jun 30, 2026	WEALTH ADVISORS NORTHWEST LLC	0.29%	565.02K	21.92M	14.7K	+2.67%
Jun 30, 2026	KRILOGY FINANCIAL LLC	0.28%	562.53K	21.82M	5.26K	+0.94%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.19%	2.38M	92.26M	89.8K	+3.92%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	1.62%	3.24M	125.83M	-4.09M	-55.79%
Jun 30, 2026	MODERA WEALTH MANAGEMENT, LLC	1.48%	2.95M	114.35M	184.45K	+6.67%
Jun 30, 2026	INDEX FUND ADVISORS, INC.	1.42%	2.84M	110.32M	82.3K	+2.98%
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	1.34%	2.67M	103.45M	-87.75K	-3.19%
Jun 30, 2026	LPL FINANCIAL LLC	1.18%	2.36M	91.56M	147.84K	+6.68%
Jun 30, 2026	CREATIVE PLANNING	1.1%	2.19M	84.85M	-25.47K	-1.15%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.3%	594.77K	23.33M	22.23K	+3.88%
Jun 30, 2026	SAVANT CAPITAL, LLC	12.52%	25.01M	976.12M	6.13M	+32.48%
Jun 30, 2026	MATHER GROUP, LLC.	3.32%	6.63M	257.26M	64.42K	+0.98%
Jun 30, 2026	JMG FINANCIAL GROUP, LTD.	3.16%	6.31M	244.81M	119.89K	+1.94%
Jun 30, 2026	RITHOLTZ WEALTH MANAGEMENT	2.04%	4.07M	157.84M	211.59K	+5.49%
Jun 30, 2026	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.52%	1.03M	39.99M	32.84K	+3.29%
Jun 30, 2026	LEADING EDGE FINANCIAL PLANNING LLC	0.51%	1.03M	39.85M	58.01K	+5.98%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.51%	1.02M	39.7M	32.97K	+3.33%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.47%	930.06K	36.08M	63.43K	+7.32%
Jun 30, 2026	HASSELL WEALTH MANAGEMENT, LLC	0.39%	770.95K	29.44M	8.3K	+1.09%
Jun 30, 2026	ZHANG FINANCIAL LLC	0.38%	750.73K	29.12M	48.52K	+6.91%
Jun 30, 2026	DIVERSIFIED PORTFOLIOS, INC.	0.37%	734.78K	28.5M	39.34K	+5.66%
Jun 30, 2026	RATHER & KITTRELL, INC.	0.36%	719.09K	27.89M	28.49K	+4.13%
Jun 30, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.36%	714.82K	27.73M	-17.62K	-2.41%
Mar 31, 2026	ZHANG FINANCIAL LLC	0.34%	702.22K	24.61M	66.94K	+10.54%
Mar 31, 2026	NORTHERN TRUST CORP	0.42%	848.59K	29.73M	190.99K	+29.04%
Mar 31, 2026	STORDAHL CAPITAL MANAGEMENT, INC.	0.45%	909.81K	31.88M	-21.4K	-2.30%
Mar 31, 2026	ELSER FINANCIAL PLANNING, INC	0.45%	911.84K	31.75M	911.84K	+100.00%
Mar 31, 2026	KRILOGY FINANCIAL LLC	0.3%	557.28K	20.32M	-10.2K	-1.80%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.3%	572.54K	21.28M	17.83K	+3.21%
Mar 31, 2026	WEALTH DIMENSIONS GROUP, LTD.	0.31%	581.27K	20.37M	25.78K	+4.64%
Mar 31, 2026	SAFEGUARD INVESTMENT ADVISORY GROUP, LLC	0.32%	611.26K	21.42M	-42.97K	-6.57%
Mar 31, 2026	INTEGRIS WEALTH MANAGEMENT, LLC	0.32%	598.39K	20.97M	-9.82K	-1.61%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.33%	625.57K	21.92M	24.97K	+4.16%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.34%	650.17K	22.78M	-5.8K	-0.88%
Mar 31, 2026	RETIREMENT SOLUTION INC.	0.35%	657.52K	23.04M	4.57K	+0.70%
Mar 31, 2026	RATHER & KITTRELL, INC.	0.34%	690.6K	24.2M	9.39K	+1.38%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.33%	676.22K	23.7M	100.1K	+17.37%
Mar 31, 2026	JACKSON THORNTON ASSET MANAGEMENT, LLC	0.42%	853.32K	30.84M	-49.72K	-5.51%
Mar 31, 2026		0.42%	863.58K	30.26M	67.64K	+8.50%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.43%	866.63K	30.37M	181.74K	+26.54%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.43%	870.74K	30.51M	429.7K	+97.43%
Mar 31, 2026	UNITED WEALTH MANAGEMENT, LLC	0.44%	899.21K	31.51M	15.26K	+1.73%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.7%	1.42M	49.77M	-117.72K	-7.65%
Mar 31, 2026	ARISTA WEALTH MANAGEMENT, LLC	1.03%	2.1M	73.7M	24.27K	+1.17%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	1.04%	2.11M	73.87M	177.76K	+9.21%
Mar 31, 2026	LPL FINANCIAL LLC	1.09%	2.21M	77.53M	102.7K	+4.87%
Mar 31, 2026	RITHOLTZ WEALTH MANAGEMENT	1.89%	3.86M	135.17M	239.1K	+6.61%
Mar 31, 2026	CERITY PARTNERS LLC	2.11%	4.31M	150.94M	500.86K	+13.16%
Mar 31, 2026	COLONY GROUP, LLC	2.21%	4.5M	157.73M	190.47K	+4.42%
Mar 31, 2026	JMG FINANCIAL GROUP, LTD.	3.04%	6.19M	216.95M	358.93K	+6.15%
Mar 31, 2026	MATHER GROUP, LLC.	3.22%	6.57M	230.14M	-48.37K	-0.73%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	3.6%	7.34M	256.99M	39.92K	+0.55%
Mar 31, 2026	SAVANT CAPITAL, LLC	9.27%	18.88M	661.48M	2.79M	+17.38%
Mar 31, 2026	ROYAL BANK OF CANADA	0.33%	674.9K	23.65M	126.38K	+23.04%
Mar 31, 2026	VON BORSTEL & ASSOCIATES, INC.	0.41%	829.41K	29.06M	-8.03K	-0.96%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.49%	990.59K	34.71M	36.35K	+3.81%
Mar 31, 2026	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.49%	997.99K	34.97M	13.92K	+1.41%
Mar 31, 2026	TRUEPOINT, INC.	0.66%	1.34M	47.01M	4.28K	+0.32%
Mar 31, 2026	EVANSON ASSET MANAGEMENT, LLC	0.55%	1.11M	39.06M	87.44K	+8.51%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.38%	780.52K	27.35M	-183.05K	-19.00%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.34%	689.52K	24.28M	-290.6K	-29.65%
Mar 31, 2026	DINUZZO PRIVATE WEALTH, INC.	0.66%	1.35M	47.22M	-4.34K	-0.32%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.73%	1.49M	52.1M	52.73K	+3.68%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.77%	1.57M	55.1M	2.31K	+0.15%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.95%	1.94M	68.06M	86.07K	+4.64%
Mar 31, 2026	CWM, LLC	0.33%	620.86K	21.76M	70.37K	+12.78%
Mar 31, 2026	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.35%	705.6K	24.72M	9.36K	+1.34%
Mar 31, 2026	DIVERSIFIED PORTFOLIOS, INC.	0.34%	695.44K	24.37M	49.69K	+7.69%
Mar 31, 2026	CREATIVE PLANNING	1.09%	2.21M	77.54M	125.33K	+6.00%
Mar 31, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	1.09%	2.23M	78.14M	35.99K	+1.64%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.12%	2.29M	80.19M	215.21K	+10.38%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	1.35%	2.75M	96.53M	-23.79K	-0.86%
Mar 31, 2026	INDEX FUND ADVISORS, INC.	1.36%	2.76M	96.77M	204.91K	+8.01%
Mar 31, 2026	MODERA WEALTH MANAGEMENT, LLC	1.36%	2.76M	96.83M	103.06K	+3.87%
Mar 31, 2026	EXENCIAL WEALTH ADVISORS, LLC	1.37%	2.8M	98.02M	731.27K	+35.39%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.91%	3.89M	136.26M	1.48M	+61.33%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.37%	691.86K	15.53M	587.8K	+564.86%
Mar 31, 2026	HASSELL WEALTH MANAGEMENT, LLC	0.37%	762.66K	26.72M	11K	+1.46%
Mar 31, 2026	SEASIDE WEALTH MANAGEMENT, INC.	0.44%	901.55K	31.59M	13.82K	+1.56%
Mar 31, 2026	LEADING EDGE FINANCIAL PLANNING LLC	0.48%	969.28K	33.96M	45.31K	+4.90%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.36%	732.44K	25.66M	-15.33K	-2.05%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.39%	786.33K	27.55M	-94.74K	-10.75%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.4%	815.58K	28.58M	-97.04K	-10.63%
Dec 31, 2025	RETIREMENT SOLUTION INC.	0.39%	652.95K	21.48M	17.04K	+2.68%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.39%	684.89K	22.53M	684.89K	+100.00%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.52%	912.61K	30.02M	-200.69K	-18.03%
Dec 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.4%	696.25K	22.9M	59.55K	+9.35%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.34%	576.12K	18.95M	17.41K	+3.12%
Dec 31, 2025	ROOT FINANCIAL PARTNERS, LLC	0.35%	617.49K	20.31M	-259.19K	-29.56%
Dec 31, 2025	VON BORSTEL & ASSOCIATES, INC.	0.48%	837.44K	27.54M	15.75K	+1.92%
Dec 31, 2025	RITHOLTZ WEALTH MANAGEMENT	2.15%	3.62M	119.01M	168.71K	+4.89%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	4.34%	7.3M	240.04M	2.15M	+41.90%
Dec 31, 2025	WEALTH DIMENSIONS GROUP, LTD.	0.31%	555.49K	18.27M	54.84K	+10.95%
Dec 31, 2025	WEALTH ADVISORS NORTHWEST LLC	0.31%	524.67K	17.26M	22.43K	+4.47%
Dec 31, 2025	RATHER & KITTRELL, INC.	0.41%	681.21K	22.4M	33.61K	+5.19%
Dec 31, 2025	JACKSON THORNTON ASSET MANAGEMENT, LLC	0.54%	903.04K	30.87M	-4.06K	-0.45%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.54%	954.24K	31.39M	46.08K	+5.07%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.55%	963.56K	31.7M	1.27K	+0.13%
Dec 31, 2025	LEADING EDGE FINANCIAL PLANNING LLC	0.55%	923.96K	30.39M	68.98K	+8.07%
Dec 31, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.55%	984.08K	32.37M	-21.8K	-2.17%
Dec 31, 2025	STORDAHL CAPITAL MANAGEMENT, INC.	0.55%	931.21K	30.63M	8.31K	+0.90%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.58%	980.12K	33.51M	-20.09K	-2.01%
Dec 31, 2025	EVANSON ASSET MANAGEMENT, LLC	0.61%	1.03M	33.78M	74.47K	+7.82%
Dec 31, 2025	ALPHA FINANCIAL ADVISORS, LLC	0.32%	529.91K	17.43M	32.91K	+6.62%
Dec 31, 2025	TRUEPOINT, INC.	0.76%	1.34M	43.98M	-13.82K	-1.02%
Dec 31, 2025	DINUZZO PRIVATE WEALTH, INC.	0.8%	1.35M	44.46M	-7.48K	-0.55%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.87%	1.54M	50.59M	1.54M	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.89%	1.57M	51.64M	112.21K	+7.70%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	1.25%	2.19M	72.16M	-65.93K	-2.92%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.36%	2.41M	79.28M	320.44K	+15.33%
Dec 31, 2025	INDEX FUND ADVISORS, INC.	1.52%	2.56M	84.1M	129.1K	+5.32%
Dec 31, 2025	MODERA WEALTH MANAGEMENT, LLC	1.58%	2.66M	87.5M	121.03K	+4.77%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.04%	1.86M	61.05M	83.44K	+4.71%
Dec 31, 2025	CREATIVE PLANNING	1.17%	2.09M	68.66M	106.46K	+5.37%
Dec 31, 2025	COLONY GROUP, LLC	2.42%	4.31M	141.79M	728.13K	+20.32%
Dec 31, 2025	CERITY PARTNERS LLC	2.16%	3.81M	125.21M	348.69K	+10.08%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	1.57%	2.78M	91.39M	47.98K	+1.76%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	1.1%	1.93M	63.51M	406.92K	+26.70%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.82%	1.43M	47.17M	55.84K	+4.05%
Dec 31, 2025	ZHANG FINANCIAL LLC	0.36%	635.27K	20.89M	6.4K	+1.02%
Dec 31, 2025	EQUITA FINANCIAL NETWORK, INC.	0.35%	590.75K	19.43M	31.06K	+5.55%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.34%	600.6K	19.75M	115.21K	+23.74%
Dec 31, 2025	ARISTA WEALTH MANAGEMENT, LLC	1.18%	2.08M	68.38M	106.31K	+5.39%
Dec 31, 2025	KRILOGY FINANCIAL LLC	0.34%	567.47K	19.89M	10.94K	+1.97%
Dec 31, 2025	LPL FINANCIAL LLC	1.2%	2.11M	69.4M	557.5K	+35.91%
Dec 31, 2025	EXENCIAL WEALTH ADVISORS, LLC	1.23%	2.07M	67.95M	448.65K	+27.74%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.17%	2.07M	68.19M	53.02K	+2.62%
Dec 31, 2025	SAVANT CAPITAL, LLC	9.14%	16.08M	528.98M	2.79M	+20.98%
Dec 31, 2025	MATHER GROUP, LLC.	3.75%	6.62M	217.61M	105.21K	+1.62%
Dec 31, 2025	JMG FINANCIAL GROUP, LTD.	3.31%	5.83M	191.83M	219.3K	+3.91%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.44%	747.77K	24.59M	616.18K	+468.24%
Dec 31, 2025	HASSELL WEALTH MANAGEMENT, LLC	0.45%	751.66K	26.25M	5.13K	+0.69%
Dec 31, 2025		0.45%	795.94K	26.18M	80.38K	+11.23%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.49%	881.08K	28.98M	1.13K	+0.13%
Dec 31, 2025	UNITED WEALTH MANAGEMENT, LLC	0.49%	883.95K	29.07M	32.03K	+3.76%
Dec 31, 2025	SEASIDE WEALTH MANAGEMENT, INC.	0.5%	887.73K	29.2M	42.61K	+5.04%
Dec 31, 2025	CWM, LLC	0.33%	550.49K	18.11M	457.27K	+490.52%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.33%	554.71K	19.45M	12.45K	+2.30%
Dec 31, 2025	INTEGRIS WEALTH MANAGEMENT, LLC	0.36%	608.2K	20M	33.25K	+5.78%
Dec 31, 2025	DIVERSIFIED PORTFOLIOS, INC.	0.37%	645.75K	21.24M	53.44K	+9.02%
Dec 31, 2025	NORTHERN TRUST CORP	0.37%	657.6K	21.63M	-3.91K	-0.59%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.37%	655.97K	21.57M	110.99K	+20.37%
Dec 31, 2025	SAFEGUARD INVESTMENT ADVISORY GROUP, LLC	0.37%	654.23K	21.52M	-36.26K	-5.25%
Sep 30, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.95%	1.62M	51.5M	204.82K	+14.50%
Sep 30, 2025	ZHANG FINANCIAL LLC	0.37%	628.88K	20.02M	-29	0.00%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	1.61%	2.73M	86.94M	26.17K	+0.97%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.19%	2.02M	64.33M	780.64K	+62.97%
Sep 30, 2025	MODERA WEALTH MANAGEMENT, LLC	1.5%	2.54M	80.86M	81.58K	+3.32%
Sep 30, 2025	INDEX FUND ADVISORS, INC.	1.43%	2.43M	77.3M	242.2K	+11.08%
Sep 30, 2025	NORTHERN TRUST CORP	0.39%	661.51K	21.06M	-106.27K	-13.84%
Sep 30, 2025	RATHER & KITTRELL, INC.	0.38%	647.6K	20.62M	64.5K	+11.06%
Sep 30, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.38%	636.7K	20.27M	20.43K	+3.32%
Sep 30, 2025	INTEGRIS WEALTH MANAGEMENT, LLC	0.34%	574.95K	18.31M	14.53K	+2.59%
Sep 30, 2025	EQUITA FINANCIAL NETWORK, INC.	0.33%	559.7K	17.82M	-267.47K	-32.34%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.33%	558.71K	17.79M	464.94K	+495.80%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.32%	542.27K	17.29M	29.12K	+5.67%
Sep 30, 2025	TOTAL WEALTH PLANNING, LLC	0.3%	510.37K	16.25M	11.85K	+2.38%
Sep 30, 2025	WEALTH ADVISORS NORTHWEST LLC	0.3%	502.24K	15.99M	-10.35K	-2.02%
Sep 30, 2025	WEALTH DIMENSIONS GROUP, LTD.	0.3%	500.65K	15.94M	44.13K	+9.67%
Sep 30, 2025	ALPHA FINANCIAL ADVISORS, LLC	0.29%	497K	15.82M	23.27K	+4.91%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.29%	485.39K	15.45M	32.25K	+7.12%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.29%	483.82K	15.4M	-560	-0.12%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.28%	481.24K	15.32M	-583	-0.12%
Sep 30, 2025	GRUNDEN FINANCIAL ADVISORY, INC.	0.27%	452.35K	14.4M	37.28K	+8.98%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.26%	440.89K	14.04M	16.92K	+3.99%
Sep 30, 2025	SAVANT CAPITAL, LLC	7.9%	13.4M	426.69M	1.63M	+13.83%
Sep 30, 2025	TRUEPOINT, INC.	0.8%	1.35M	43.02M	-23.99K	-1.74%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.86%	1.46M	46.42M	54.87K	+3.91%
Sep 30, 2025	DIVERSIFIED PORTFOLIOS, INC.	0.35%	592.31K	18.86M	59.25K	+11.11%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.81%	1.38M	43.89M	-1.29M	-48.40%
Sep 30, 2025	RETIREMENT SOLUTION INC.	0.38%	635.92K	20.25M	5.03K	+0.80%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.9%	1.52M	48.47M	-134.94K	-8.13%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	3.03%	5.14M	163.76M	-656.72K	-11.32%
Sep 30, 2025	COLONY GROUP, LLC	2.11%	3.58M	114.31M	424.04K	+13.42%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.23%	2.09M	66.54M	2.09M	+100.00%
Sep 30, 2025	KRILOGY FINANCIAL LLC	0.33%	556.53K	17.48M	37.15K	+7.15%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	544.97K	17.35M	-233.36K	-29.98%
Sep 30, 2025	CREATIVE PLANNING	1.17%	1.98M	63.08M	588.64K	+42.27%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.05%	1.77M	56.44M	291.61K	+19.69%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.66%	1.11M	35.45M	904.53K	+433.26%
Sep 30, 2025	MATHER GROUP, LLC.	3.84%	6.51M	207.31M	48.24K	+0.75%
Sep 30, 2025	JMG FINANCIAL GROUP, LTD.	3.31%	5.61M	178.72M	183.09K	+3.37%
Sep 30, 2025	CERITY PARTNERS LLC	2.04%	3.46M	110.11M	422.92K	+13.93%
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	2.03%	3.45M	109.84M	238.87K	+7.44%
Sep 30, 2025	SEASIDE WEALTH MANAGEMENT, INC.	0.5%	845.12K	26.91M	12.13K	+1.46%
Sep 30, 2025	VON BORSTEL & ASSOCIATES, INC.	0.48%	821.69K	25.95M	-4.36K	-0.53%
Sep 30, 2025	HASSELL WEALTH MANAGEMENT, LLC	0.44%	746.54K	23.77M	16.68K	+2.29%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.43%	727.89K	23.18M	-96.91K	-11.75%
Sep 30, 2025	MACH-1 FINANCIAL GROUP, LLC	0.42%	715.56K	22.78M	715.56K	+100.00%
Sep 30, 2025		0.42%	715.56K	22.78M	715.56K	+100.00%
Sep 30, 2025	SAFEGUARD INVESTMENT ADVISORY GROUP, LLC	0.41%	690.49K	21.99M	-54.3K	-7.29%
Sep 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	1.33%	2.26M	71.96M	932.46K	+70.24%
Sep 30, 2025	ARISTA WEALTH MANAGEMENT, LLC	1.16%	1.97M	62.82M	120.45K	+6.50%
Sep 30, 2025	LPL FINANCIAL LLC	0.92%	1.55M	49.43M	77.88K	+5.28%
Sep 30, 2025	DINUZZO PRIVATE WEALTH, INC.	0.8%	1.36M	43.99M	24.25K	+1.82%
Sep 30, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.59%	1.01M	32.06M	41.78K	+4.33%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.59%	1M	31.95M	104.27K	+11.64%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.57%	962.3K	31.02M	86.12K	+9.83%
Sep 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.56%	952.7K	30.33M	42.04K	+4.62%
Sep 30, 2025	STORDAHL CAPITAL MANAGEMENT, INC.	0.54%	922.89K	29.38M	26.23K	+2.92%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.54%	908.17K	28.92M	75.33K	+9.04%
Sep 30, 2025	JACKSON THORNTON ASSET MANAGEMENT, LLC	0.53%	907.1K	29.11M	-551	-0.06%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.52%	879.95K	28.02M	42.75K	+5.11%
Sep 30, 2025	ROOT FINANCIAL PARTNERS, LLC	0.52%	876.67K	27.91M	94.17K	+12.03%
Sep 30, 2025	LEADING EDGE FINANCIAL PLANNING LLC	0.5%	854.98K	27.22M	40.11K	+4.92%
Sep 30, 2025	UNITED WEALTH MANAGEMENT, LLC	0.5%	851.92K	27.13M	8.56K	+1.01%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.54%	824.8K	24.27M	-55.92K	-6.35%
Jun 30, 2025		0.54%	826.05K	24.48M	99.67K	+13.72%
Jun 30, 2025	EQUITA FINANCIAL NETWORK, INC.	0.54%	827.16K	24.34M	-42.83K	-4.92%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.54%	832.84K	24.51M	80.15K	+10.65%
Jun 30, 2025	RATHER & KITTRELL, INC.	0.38%	583.1K	17.16M	64.03K	+12.34%
Jun 30, 2025	SEASIDE WEALTH MANAGEMENT, INC.	0.54%	832.99K	24.51M	45.24K	+5.74%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.55%	837.2K	24.64M	397.02K	+90.19%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.59%	895.94K	27.65M	111.6K	+14.23%
Jun 30, 2025	STORDAHL CAPITAL MANAGEMENT, INC.	0.59%	896.67K	26.39M	24.37K	+2.79%
Jun 30, 2025	JACKSON THORNTON ASSET MANAGEMENT, LLC	0.59%	907.65K	27.89M	13K	+1.45%
Jun 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.6%	910.66K	26.8M	16.68K	+1.87%
Jun 30, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.63%	964.11K	28.37M	37.88K	+4.09%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.81%	1.24M	36.48M	61.11K	+5.18%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.87%	1.33M	39.07M	1.33M	+611,636.87%
Jun 30, 2025	ARISTA WEALTH MANAGEMENT, LLC	1.21%	1.85M	54.52M	68.93K	+3.87%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	1.23%	1.89M	55.57M	-234.41K	-11.04%
Jun 30, 2025	INDEX FUND ADVISORS, INC.	1.43%	2.19M	64.32M	228.4K	+11.67%
Jun 30, 2025	VON BORSTEL & ASSOCIATES, INC.	0.54%	826.05K	24.48M	99.67K	+13.72%
Jun 30, 2025	UNITED WEALTH MANAGEMENT, LLC	0.55%	843.37K	24.82M	38.04K	+4.72%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.57%	876.18K	25.79M	-26.3K	-2.91%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	1.24%	1.9M	56.03M	-124.54K	-6.14%
Jun 30, 2025	MODERA WEALTH MANAGEMENT, LLC	1.61%	2.46M	72.33M	-478.94K	-16.31%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	1.75%	2.67M	78.62M	1.44M	+117.24%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	1.77%	2.7M	79.59M	-578.99K	-17.63%
Jun 30, 2025	CERITY PARTNERS LLC	1.98%	3.04M	89.33M	2.1M	+225.26%
Jun 30, 2025	DINUZZO PRIVATE WEALTH, INC.	0.87%	1.34M	39.29M	96.67K	+7.81%
Jun 30, 2025	TRUEPOINT, INC.	0.9%	1.38M	40.47M	386.62K	+39.12%
Jun 30, 2025	CREATIVE PLANNING	0.91%	1.39M	40.98M	642.64K	+85.70%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.92%	1.4M	41.29M	150.12K	+11.98%
Jun 30, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.92%	1.41M	41.57M	155.67K	+12.38%
Jun 30, 2025	COLONY GROUP, LLC	2.06%	3.16M	92.96M	875.73K	+38.36%
Jun 30, 2025	HASSELL WEALTH MANAGEMENT, LLC	0.48%	729.86K	22.75M	44.64K	+6.51%
Jun 30, 2025	SAFEGUARD INVESTMENT ADVISORY GROUP, LLC	0.49%	744.79K	21.92M	-5.58K	-0.74%
Jun 30, 2025	NORTHERN TRUST CORP	0.5%	767.78K	22.6M	-211.89K	-21.63%
Jun 30, 2025	LPL FINANCIAL LLC	0.96%	1.47M	43.4M	8.35K	+0.57%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.97%	1.48M	43.59M	113.86K	+8.33%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	1.08%	1.66M	48.82M	678.18K	+69.15%
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	2.1%	3.21M	94.49M	758.88K	+30.95%
Jun 30, 2025	JMG FINANCIAL GROUP, LTD.	3.55%	5.43M	159.81M	-386.83K	-6.65%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	3.79%	5.8M	170.69M	753.97K	+14.94%
Jun 30, 2025	MATHER GROUP, LLC.	4.22%	6.46M	190.2M	1.45M	+28.99%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.31%	481.82K	14.18M	264.57K	+121.78%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.32%	484.38K	14.26M	15.88K	+3.39%
Jun 30, 2025	WATERWAY WEALTH MANAGEMENT, LLC	0.32%	495.86K	14.59M	17.35K	+3.62%
Jun 30, 2025	TOTAL WEALTH PLANNING, LLC	0.33%	498.52K	14.67M	90.07K	+22.05%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.34%	513.14K	15.99M	10.8K	+2.15%
Jun 30, 2025	KRILOGY FINANCIAL LLC	0.34%	519.38K	15.29M	51.03K	+10.90%
Jun 30, 2025	ROOT FINANCIAL PARTNERS, LLC	0.51%	782.5K	23.03M	-515.38K	-39.71%
Jun 30, 2025	JENTNER CORP	0.54%	831.14K	24.46M	83.35K	+11.15%
Jun 30, 2025	SAVANT CAPITAL, LLC	7.7%	11.77M	346.47M	2.39M	+25.52%
Jun 30, 2025	DIVERSIFIED PORTFOLIOS, INC.	0.35%	533.07K	15.69M	89.15K	+20.08%
Jun 30, 2025	ROYAL BANK OF CANADA	0.35%	539.54K	15.88M	49.96K	+10.21%
Jun 30, 2025	INTEGRIS WEALTH MANAGEMENT, LLC	0.37%	560.42K	16.49M	-643	-0.11%
Jun 30, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.4%	616.27K	18.14M	24.69K	+4.17%
Jun 30, 2025	ZHANG FINANCIAL LLC	0.41%	628.9K	18.51M	-68.97K	-9.88%
Jun 30, 2025	RETIREMENT SOLUTION INC.	0.41%	630.89K	18.57M	12.26K	+1.98%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.51%	778.33K	22.91M	-119.83K	-13.34%
Jun 30, 2025	LEADING EDGE FINANCIAL PLANNING LLC	0.53%	814.87K	23.98M	68.16K	+9.13%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.55%	784.34K	22.08M	56.38K	+7.74%
Mar 31, 2025	ARISTA WEALTH MANAGEMENT, LLC	1.26%	1.78M	50.2M	72.7K	+4.25%
Mar 31, 2025	INDEX FUND ADVISORS, INC.	1.38%	1.96M	55.09M	65.41K	+3.46%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	1.43%	2.03M	57.1M	-123.16K	-5.72%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	1.49%	2.12M	59.75M	300.6K	+16.50%
Mar 31, 2025	INTEGRIS WEALTH MANAGEMENT, LLC	0.4%	561.06K	15.79M	21.57K	+4.00%
Mar 31, 2025	RETIREMENT SOLUTION INC.	0.44%	618.63K	17.41M	-7.8K	-1.25%
Mar 31, 2025	ZHANG FINANCIAL LLC	0.49%	697.87K	19.65M	34.25K	+5.16%
Mar 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.87%	1.23M	34.61M	192.48K	+18.56%
Mar 31, 2025	DINUZZO PRIVATE WEALTH, INC.	0.87%	1.24M	34.86M	11.27K	+0.92%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.88%	1.25M	35.27M	-317.08K	-20.20%
Mar 31, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.89%	1.26M	35.38M	179.3K	+16.64%
Mar 31, 2025	CABLE HILL PARTNERS, LLC	0.9%	1.28M	34.06M	60.12K	+4.92%
Mar 31, 2025	JENTNER CORP	0.53%	747.8K	21.05M	3.62K	+0.49%
Mar 31, 2025	SAFEGUARD INVESTMENT ADVISORY GROUP, LLC	0.53%	750.37K	21.12M	9.48K	+1.28%
Mar 31, 2025	CREATIVE PLANNING	0.53%	749.85K	21.11M	237.93K	+46.48%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.53%	752.69K	21.19M	57.77K	+8.31%
Mar 31, 2025	EQUITA FINANCIAL NETWORK, INC.	0.61%	869.99K	24.49M	84.81K	+10.80%
Mar 31, 2025	STORDAHL CAPITAL MANAGEMENT, INC.	0.61%	872.3K	24.56M	33.11K	+3.95%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.62%	880.72K	24.79M	-132.31K	-13.06%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	2.31%	3.28M	92.42M	179.08K	+5.77%
Mar 31, 2025	MATHER GROUP, LLC.	3.53%	5.01M	141.04M	835.59K	+20.01%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	3.55%	5.05M	142.04M	1.07M	+26.92%
Mar 31, 2025	JMG FINANCIAL GROUP, LTD.	4.1%	5.82M	163.74M	378.5K	+6.96%
Mar 31, 2025	ALASKA PERMANENT FUND CORP	5.37%	7.62M	202.34M	0	0
Mar 31, 2025	SAVANT CAPITAL, LLC	6.6%	9.38M	264.02M	1.33M	+16.46%
Mar 31, 2025	HASSELL WEALTH MANAGEMENT, LLC	0.48%	685.22K	17.51M	46.6K	+7.30%
Mar 31, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.65%	926.22K	26.07M	61.39K	+7.10%
Mar 31, 2025	CERITY PARTNERS LLC	0.66%	933.18K	26.27M	143.78K	+18.21%
Mar 31, 2025	NORTHERN TRUST CORP	0.69%	979.67K	27.58M	362.17K	+58.65%
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.69%	980.78K	27.61M	261.62K	+36.38%
Mar 31, 2025	TRUEPOINT, INC.	0.7%	988.4K	27.82M	354.58K	+55.94%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.83%	1.18M	33.18M	147.21K	+14.27%
Mar 31, 2025	RATHER & KITTRELL, INC.	0.37%	519.07K	14.61M	72.34K	+16.19%
Mar 31, 2025	ALPHA FINANCIAL ADVISORS, LLC	0.37%	521.07K	14.67M	-216.59K	-29.36%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.96%	1.37M	38.49M	163.6K	+13.59%
Mar 31, 2025	LPL FINANCIAL LLC	1.03%	1.47M	41.27M	242.04K	+19.77%
Mar 31, 2025	EVANSON ASSET MANAGEMENT, LLC	0.63%	893.98K	25.17M	7.6K	+0.86%
Mar 31, 2025	JACKSON THORNTON ASSET MANAGEMENT, LLC	0.63%	894.65K	22.95M	5.85K	+0.66%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.63%	898.17K	25.28M	43.94K	+5.14%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.64%	902.48K	25.41M	290.19K	+47.39%
Mar 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.42%	591.58K	16.65M	591.58K	+100.00%
Mar 31, 2025	LEADING EDGE FINANCIAL PLANNING LLC	0.53%	746.71K	21.02M	67.52K	+9.94%
Mar 31, 2025	ROOT FINANCIAL PARTNERS, LLC	0.91%	1.3M	36.58M	-176.55K	-11.97%
Mar 31, 2025	COLONY GROUP, LLC	1.61%	2.28M	64.27M	283.43K	+14.17%
Mar 31, 2025		0.51%	726.38K	20.45M	210.19K	+40.72%
Mar 31, 2025	RITHOLTZ WEALTH MANAGEMENT	1.73%	2.45M	69.02M	342.87K	+16.26%
Mar 31, 2025	MODERA WEALTH MANAGEMENT, LLC	2.07%	2.94M	82.67M	53.69K	+1.86%
Mar 31, 2025	SEASIDE WEALTH MANAGEMENT, INC.	0.55%	787.75K	22.18M	21.68K	+2.83%

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