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

Who are the major shareholders selling iShares Agency Bond ETF stock?

GLASS JACOBSON INVESTMENT ADVISORS LLC, in the last quarter, reduced its stake in AGZ by -2.69% restricting it's holding to 11.1 thousand shares of worth nearly $1.22M. JAMES INVESTMENT RESEARCH INC also lessened -9.34% of the AGZ shares from its portfolio, reducing its holding to 11.6 thousand shares of worth $1.27M. CETERA INVESTMENT ADVISERS also shunned AGZ shares holding by -30.93% last quarter which brought its holding to 12.6 thousand shares worth $1.38M.

Investors who are buying AGZ stock?

As per its latest 13F filing, CITIZENS FINANCIAL GROUP INC/RI increased its stake in AGZ by 20.22% in the last quarter. The institutional holder raised its holding to 11.04 thousand shares having worth more than $1.21M. PRIVATE ADVISOR GROUP, LLC also added 2.92% more shares of AGZ to its portfolio, raising its holding to 12.38 thousand shares of worth $1.36M. INSIGHT ADVISORS, LLC/ PA also increased its AGZ shares holding by 2.05% which brought its holding to 13.72 thousand shares worth $1.51M.

AGZ's major insiders: who are they?

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

Did an insider recently sell AGZ stock?

Company executives, directors, and other insiders own N/A percent of iShares Agency Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which AGZ insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased AGZ stock?

There have been 0 transaction(s) during the past 6-months in which iShares Agency Bond ETF insiders have bought stock, totalling 0 shares

How much of AGZ does insiders own?

Around 0 iShares Agency Bond ETF shares are held by insiders, which represents about N/A of AGZ stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in AGZ?

CITIZENS FINANCIAL GROUP INC/RI is the largest institutional owner in AGZ which holds 11.04 thousand shares worth $1.21M or 0.22% of the total AGZ shares outstanding followed by GLASS JACOBSON INVESTMENT ADVISORS LLC with ownership of 11.1 thousand shares representing 0.22% of the AGZ ownership. JAMES INVESTMENT RESEARCH INC is the third largest stakeholder with 11.6 thousand shares or 0.23% of the ownership worth more than $1.27M.

Is iShares Agency Bond 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 AGZ is concerned, it is a stock which is optionable.

Is there a short position on AGZ's shares?

Number of AGZ 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 AGZ shares are there?

As of today, null shares of AGZ are outstanding.

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

AGZ 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 AGZ is null.

iShares Agency Bond ETF (AGZ) 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. CITIZENS FINANCIAL GROUP INC/RI is the top corporate investor, holding 11.04K shares valued at $1.21M. A 0.22% stake in iShares Agency Bond ETF is owned by the company. GLASS JACOBSON INVESTMENT ADVISORS LLC owns 11.1K shares valued at $1.22M, which translates its holding of 0.22% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	CITIZENS FINANCIAL GROUP INC/RI	0.22%	11.04K	1.21M	1.86K	+20.22%
Mar 31, 2026	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.22%	11.1K	1.22M	-307	-2.69%
Mar 31, 2026	JAMES INVESTMENT RESEARCH INC	0.23%	11.6K	1.27M	-1.2K	-9.34%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.25%	12.38K	1.36M	351	+2.92%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.25%	12.6K	1.38M	-5.64K	-30.93%
Mar 31, 2026	INSIGHT ADVISORS, LLC/ PA	0.27%	13.72K	1.51M	276	+2.05%
Mar 31, 2026	FIDUCIENT ADVISORS LLC	0.29%	14.61K	1.6M	1.05K	+7.75%
Mar 31, 2026	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.32%	16.09K	1.77M	0	0
Mar 31, 2026	VISTA CIMA WEALTH MANAGEMENT LLC	0.33%	16.58K	1.82M	-1.73K	-9.47%
Mar 31, 2026	JANE STREET GROUP, LLC	0.38%	19.19K	2.11M	7.32K	+61.71%
Mar 31, 2026	SUNFLOWER BANK, N.A.	0.46%	23.04K	2.53M	0	0
Mar 31, 2026	FOCUS FINANCIAL NETWORK, INC.	0.48%	24.25K	2.66M	5.03K	+26.20%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.53%	26.58K	2.92M	-5.74K	-17.77%
Mar 31, 2026	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.71%	35.69K	3.92M	3.19K	+9.80%
Mar 31, 2026	FLUENT FINANCIAL, LLC	0.72%	36.29K	3.99M	-2.08K	-5.41%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.77%	38.61K	4.24M	11.43K	+42.05%
Mar 31, 2026	LPL FINANCIAL LLC	0.99%	49.57K	5.44M	6.48K	+15.04%
Mar 31, 2026	RKL WEALTH MANAGEMENT LLC	1.52%	76.18K	8.36M	-4.42K	-5.49%
Mar 31, 2026	ASSET MANAGEMENT ONE CO., LTD.	2.39%	119.83K	13.15M	16.23K	+15.67%
Mar 31, 2026	MILL CREEK CAPITAL ADVISORS, LLC	2.54%	127.09K	13.94M	3.59K	+2.90%
Mar 31, 2026		2.67%	133.72K	14.67M	133.72K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	5.91%	295.9K	32.46M	4.37K	+1.50%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	6.24%	312.59K	34.29M	61.83K	+24.66%
Mar 31, 2026	STIFEL FINANCIAL CORP	8.92%	446.75K	49.01M	19.87K	+4.65%
Mar 31, 2026	GOELZER INVESTMENT MANAGEMENT, INC.	0.2%	10.19K	1.12M	758	+8.03%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.22%	11.15K	1.22M	11.15K	+100.00%
Mar 31, 2026	CERITY PARTNERS LLC	0.23%	11.55K	1.27M	-909	-7.29%
Mar 31, 2026	CAPSTONE TRITON FINANCIAL GROUP, LLC	0.3%	15.21K	1.67M	6.4K	+72.63%
Mar 31, 2026	TRUE PRIVATE WEALTH ADVISORS	0.37%	18.65K	2.05M	-2.08K	-10.02%
Mar 31, 2026	MOORS & CABOT, INC.	0.19%	9.51K	1.04M	-557	-5.54%
Mar 31, 2026	US BANCORP \DE\	0.76%	38.1K	4.18M	-579	-1.50%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	1.04%	52.23K	5.73M	52.23K	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.24%	61.9K	6.79M	25.04K	+67.94%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.29%	64.63K	7.09M	-1.99K	-2.99%
Mar 31, 2026	NOVEM GROUP	0.11%	5.51K	604.32K	491	+9.79%
Mar 31, 2026	HECK CAPITAL ADVISORS, LLC	0.11%	5.53K	606.37K	-1.18K	-17.64%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.11%	5.59K	613.39K	-3	-0.05%
Mar 31, 2026	MARIDEA WEALTH MANAGEMENT LLC	0.11%	5.71K	626.55K	-3.06K	-34.87%
Mar 31, 2026	NARUS FINANCIAL PARTNERS, LLC	0.11%	5.73K	628.64K	344	+6.39%
Mar 31, 2026	JPMORGAN CHASE & CO	0.12%	6.22K	683.14K	-302	-4.63%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	9.63K	1.06M	348	+3.75%
Mar 31, 2026	CITADEL ADVISORS LLC	0.2%	9.95K	1.09M	-13.45K	-57.47%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.31%	65.7K	7.21M	4.62K	+7.57%
Mar 31, 2026	CHECCHI CAPITAL ADVISERS, LLC	0.13%	6.62K	726.61K	2.34K	+54.53%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.15%	7.46K	818.83K	-1K	-11.84%
Mar 31, 2026	IMPACT INVESTORS, INC	0.16%	8.22K	901.49K	-11.27K	-57.83%
Mar 31, 2026	WBI INVESTMENTS, INC.	0.17%	8.5K	932.89K	-15.91K	-65.17%
Mar 31, 2026	IGNITE PLANNERS, LLC	0.18%	9.23K	1.01M	405	+4.59%
Mar 31, 2026	SHARPER & GRANITE LLC	0.19%	9.35K	1.03M	-80	-0.85%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.4%	20.01K	2.19M	-5.89K	-22.75%
Mar 31, 2026	CVA FAMILY OFFICE, LLC	0.46%	22.85K	2.51M	-908	-3.82%
Mar 31, 2026	SIGNET FINANCIAL MANAGEMENT, LLC	1.05%	52.68K	5.78M	-1.17K	-2.17%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.09%	54.79K	6.01M	6.7K	+13.94%
Mar 31, 2026	GREAT DIAMOND PARTNERS, LLC	1.43%	71.45K	7.84M	7.03K	+10.91%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	9.98%	500.17K	54.87M	25.65K	+5.40%
Mar 31, 2026	TOROSO INVESTMENTS, LLC	0.42%	20.98K	2.3M	-5.45K	-20.61%
Mar 31, 2026	ARVEST INVESTMENTS, INC.	1.57%	78.45K	8.61M	-10.82K	-12.12%
Mar 31, 2026	KEYBANK NATIONAL ASSOCIATION/OH	1.9%	95.06K	10.43M	709	+0.75%
Mar 31, 2026	UBS GROUP AG	1.95%	97.63K	10.71M	9.67K	+10.99%
Mar 31, 2026	REHMANN CAPITAL ADVISORY GROUP	0.24%	12.1K	1.33M	233	+1.96%
Mar 31, 2026	BAILARD, INC.	2.26%	113.1K	12.41M	275	+0.24%
Mar 31, 2026	MORGAN STANLEY	1.36%	68.37K	7.5M	-6.63K	-8.84%
Mar 31, 2026	CAMBIAR INVESTORS LLC	0.19%	9.69K	1.06M	1.77K	+22.34%
Dec 31, 2025	HECK CAPITAL ADVISORS, LLC	0.13%	6.71K	739.89K	-1.13K	-14.41%
Dec 31, 2025	FOCUS FINANCIAL NETWORK, INC.	0.37%	19.21K	2.12M	-40	-0.21%
Dec 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.31%	16.09K	1.77M	-300	-1.83%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.35%	18.24K	2.01M	-20.76K	-53.22%
Dec 31, 2025	TRUE PRIVATE WEALTH ADVISORS	0.4%	20.73K	2.28M	-899	-4.16%
Dec 31, 2025	SMITH, SALLEY & ASSOCIATES	0.41%	21.38K	2.36M	412	+1.96%
Dec 31, 2025	SUNFLOWER BANK, N.A.	0.44%	23.04K	2.54M	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0.45%	23.4K	2.58M	23.4K	+100.00%
Dec 31, 2025	CVA FAMILY OFFICE, LLC	0.46%	23.76K	2.62M	-5.4K	-18.52%
Dec 31, 2025	WBI INVESTMENTS, INC.	0.47%	24.41K	2.69M	2.52K	+11.50%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.71%	36.86K	4.06M	-643	-1.71%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.18%	61.07K	6.73M	217	+0.36%
Dec 31, 2025	GREAT DIAMOND PARTNERS, LLC	1.24%	64.42K	7.1M	826	+1.30%
Dec 31, 2025	MORGAN STANLEY	1.45%	75.01K	8.27M	-2.22K	-2.87%
Dec 31, 2025	RKL WEALTH MANAGEMENT LLC	1.55%	80.6K	8.89M	1.11K	+1.40%
Dec 31, 2025	UBS GROUP AG	1.7%	87.96K	9.7M	-1.45K	-1.62%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.14%	7.53K	814.59K	-633	-7.76%
Dec 31, 2025	CAMBIAR INVESTORS LLC	0.15%	7.92K	872.85K	-11	-0.14%
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.16%	8.47K	933.35K	-12	-0.14%
Dec 31, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.17%	8.77K	966.78K	1.95K	+28.63%
Dec 31, 2025	CAPSTONE TRITON FINANCIAL GROUP, LLC	0.17%	8.81K	971.52K	-6.01K	-40.56%
Dec 31, 2025	IGNITE PLANNERS, LLC	0.17%	8.83K	974.19K	24	+0.27%
Dec 31, 2025	MOORS & CABOT, INC.	0.19%	10.06K	1.11M	766	+8.24%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	9.28K	1.02M	-535	-5.45%
Dec 31, 2025	SHARPER & GRANITE LLC	0.18%	9.43K	1.04M	1.68K	+21.69%
Dec 31, 2025	GOELZER INVESTMENT MANAGEMENT, INC.	0.18%	9.43K	1.04M	-255	-2.63%
Dec 31, 2025	FORTIS CAPITAL MANAGEMENT LLC	0.21%	10.97K	1.21M	684	+6.65%
Dec 31, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.22%	11.41K	1.26M	1.58K	+16.06%
Dec 31, 2025	JANE STREET GROUP, LLC	0.23%	11.87K	1.31M	-84.54K	-87.69%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.23%	12.03K	1.33M	-294	-2.39%
Dec 31, 2025	FLUENT FINANCIAL, LLC	0.74%	38.36K	4.23M	1.61K	+4.39%
Dec 31, 2025	US BANCORP \DE\	0.74%	38.68K	4.26M	-350	-0.90%
Dec 31, 2025	LPL FINANCIAL LLC	0.83%	43.09K	4.75M	7.49K	+21.04%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.93%	48.09K	5.3M	985	+2.09%
Dec 31, 2025	ARVEST INVESTMENTS, INC.	1.71%	89.27K	9.84M	4	0.00%
Dec 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	1.81%	94.35K	10.4M	1.83K	+1.98%
Dec 31, 2025	ASSET MANAGEMENT ONE CO., LTD.	1.99%	103.6K	11.42M	-7.01K	-6.34%
Dec 31, 2025	BAILARD, INC.	2.16%	112.83K	12.44M	2.58K	+2.34%
Dec 31, 2025	MILL CREEK CAPITAL ADVISORS, LLC	2.38%	123.51K	13.62M	-4.29K	-3.36%
Dec 31, 2025	SYON CAPITAL LLC	3.69%	191.46K	21.11M	1.38K	+0.72%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	4.83%	250.75K	27.65M	28.91K	+13.03%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	5.61%	291.53K	32.14M	-1.97K	-0.67%
Dec 31, 2025	STIFEL FINANCIAL CORP	8.22%	426.88K	47.07M	29.38K	+7.39%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	9.1%	474.52K	52.32M	27.87K	+6.24%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.21%	10.9K	1.2M	-340	-3.03%
Dec 31, 2025	CERITY PARTNERS LLC	0.24%	12.46K	1.37M	0	0
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.47%	24.64K	2.72M	24.64K	+100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.5%	25.9K	2.86M	-16	-0.06%
Dec 31, 2025	SIGNET FINANCIAL MANAGEMENT, LLC	1.03%	53.85K	5.94M	-2.48K	-4.40%
Dec 31, 2025	JAMES INVESTMENT RESEARCH INC	0.25%	12.8K	1.41M	-716	-5.30%
Dec 31, 2025	INSIGHT ADVISORS, LLC/ PA	0.26%	13.44K	1.48M	37	+0.28%
Dec 31, 2025	FIDUCIENT ADVISORS LLC	0.26%	13.56K	1.49M	289	+2.18%
Dec 31, 2025	VISTA CIMA WEALTH MANAGEMENT LLC	0.35%	18.32K	2.02M	118	+0.65%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.28%	66.62K	7.35M	7.09K	+11.90%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.52%	27.18K	3M	-4.72K	-14.80%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.62%	32.33K	3.56M	414	+1.30%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	9.03K	995.01M	-902	-9.09%
Dec 31, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.18%	9.18K	1.01M	564	+6.55%
Dec 31, 2025	TOROSO INVESTMENTS, LLC	0.51%	26.43K	2.91M	3.28K	+14.16%
Dec 31, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.62%	32.51K	3.58M	6.06K	+22.93%
Dec 31, 2025	IMPACT INVESTORS, INC	0.37%	19.49K	2.15M	-16.86K	-46.39%
Dec 31, 2025	JPMORGAN CHASE & CO	0.13%	6.52K	719.05K	-488	-6.96%
Dec 31, 2025	REHMANN CAPITAL ADVISORY GROUP	0.23%	11.87K	1.31M	338	+2.93%
Sep 30, 2025	JAMES INVESTMENT RESEARCH INC	0.25%	13.51K	1.49M	-503	-3.59%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	9.93K	1.1M	-9.25K	-48.23%
Sep 30, 2025	WBI INVESTMENTS, INC.	0.4%	21.89K	2.42M	-10.74K	-32.92%
Sep 30, 2025	LPL FINANCIAL LLC	0.65%	35.6K	3.93M	1.46K	+4.27%
Sep 30, 2025	GOELZER INVESTMENT MANAGEMENT, INC.	0.18%	9.69K	1.07M	-556	-5.43%
Sep 30, 2025	IGNITE PLANNERS, LLC	0.16%	8.81K	971.81K	-94	-1.06%
Sep 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.16%	8.62K	951.06K	1.92K	+28.65%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.15%	8.48K	935.73K	-2.42K	-22.19%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.15%	8.16K	900.4K	-87	-1.06%
Sep 30, 2025	CAMBIAR INVESTORS LLC	0.14%	7.93K	875.01K	-13	-0.16%
Sep 30, 2025	HECK CAPITAL ADVISORS, LLC	0.14%	7.84K	865.41K	7.84K	+100.00%
Sep 30, 2025	SHARPER & GRANITE LLC	0.14%	7.75K	854.82K	-3.09K	-28.54%
Sep 30, 2025	JPMORGAN CHASE & CO	0.13%	7.01K	773.58K	-384	-5.19%
Sep 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.12%	6.82K	755.19K	464	+7.30%
Sep 30, 2025	MONTIS FINANCIAL, LLC	0.12%	6.71K	740.22K	-2.66K	-28.41%
Sep 30, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.18%	9.83K	1.08M	434	+4.62%
Sep 30, 2025	STIFEL FINANCIAL CORP	7.25%	397.5K	43.87M	27.73K	+7.50%
Sep 30, 2025	BAILARD, INC.	2.01%	110.25K	12.17M	-16.97K	-13.34%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.11%	60.86K	6.72M	-14.66K	-19.41%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.58%	31.9K	3.52M	-747	-2.29%
Sep 30, 2025	CVA FAMILY OFFICE, LLC	0.53%	29.16K	3.22M	107	+0.37%
Sep 30, 2025	FIDUCIENT ADVISORS LLC	0.24%	13.27K	1.46M	465	+3.63%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.22%	12.32K	1.36M	-125	-1.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	8.15%	446.65K	49.3M	44.86K	+11.17%
Sep 30, 2025	RKL WEALTH MANAGEMENT LLC	1.45%	79.49K	8.77M	1.1K	+1.40%
Sep 30, 2025	GREAT DIAMOND PARTNERS, LLC	1.16%	63.59K	7.02M	-14.66K	-18.74%
Sep 30, 2025	INSIGHT ADVISORS, LLC/ PA	0.24%	13.41K	1.48M	428	+3.30%
Sep 30, 2025	CERITY PARTNERS LLC	0.23%	12.46K	1.38M	-351	-2.74%
Sep 30, 2025	REHMANN CAPITAL ADVISORY GROUP	0.21%	11.53K	1.27M	2.16K	+23.07%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.2%	11.24K	1.24M	-2.94K	-20.74%
Sep 30, 2025	FORTIS CAPITAL MANAGEMENT LLC	0.19%	10.28K	1.14M	341	+3.43%
Sep 30, 2025	SIGNET FINANCIAL MANAGEMENT, LLC	1.03%	56.33K	6.22M	-1.76K	-3.03%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.86%	47.1K	5.2M	-69.39K	-59.57%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.58%	31.91K	3.52M	-4.64K	-12.69%
Sep 30, 2025	SMITH, SALLEY & ASSOCIATES	0.38%	20.97K	2.31M	1.28K	+6.51%
Sep 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.35%	19.25K	2.12M	88	+0.46%
Sep 30, 2025	US BANCORP \DE\	0.71%	39.03K	4.31M	-52	-0.13%
Sep 30, 2025	FLUENT FINANCIAL, LLC	0.67%	36.75K	4.06M	2.85K	+8.40%
Sep 30, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.48%	26.44K	2.92M	5.44K	+25.90%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.47%	25.91K	2.86M	-93.92K	-78.38%
Sep 30, 2025	SUNFLOWER BANK, N.A.	0.42%	23.04K	2.54M	0	0
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	4.05%	221.84K	24.48M	27.11K	+13.92%
Sep 30, 2025	SYON CAPITAL LLC	3.47%	190.09K	20.98M	2.22K	+1.18%
Sep 30, 2025	ARVEST INVESTMENTS, INC.	1.63%	89.27K	9.85M	-13.73K	-13.33%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.3%	16.39K	1.81M	0	0
Sep 30, 2025	CAPSTONE TRITON FINANCIAL GROUP, LLC	0.27%	14.83K	1.64M	-287	-1.90%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	9.82K	1.08M	58	+0.59%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	5.35%	293.5K	32.39M	4.79K	+1.66%
Sep 30, 2025	JANE STREET GROUP, LLC	1.76%	96.41K	10.64M	37.84K	+64.62%
Sep 30, 2025	MORGAN STANLEY	1.41%	77.22K	8.52M	4.74K	+6.54%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.09%	59.54K	6.56M	5.76K	+10.71%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.71%	39K	4.3M	35.26K	+941.69%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.68%	37.5K	4.14M	32.88K	+710.66%
Sep 30, 2025	MOORS & CABOT, INC.	0.17%	9.3K	1.03M	1.17K	+14.37%
Sep 30, 2025	MASON & ASSOCIATES INC	2.45%	134.57K	14.85M	11.02K	+8.92%
Sep 30, 2025	MILL CREEK CAPITAL ADVISORS, LLC	2.33%	127.8K	14.1M	5.38K	+4.39%
Sep 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	2.02%	110.61K	12.21M	7.43K	+7.20%
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	1.69%	92.52K	10.21M	-1.93K	-2.04%
Sep 30, 2025	UBS GROUP AG	1.63%	89.41K	9.87M	12.26K	+15.89%
Sep 30, 2025	IMPACT INVESTORS, INC	0.66%	36.35K	4.01M	-16.06K	-30.65%
Sep 30, 2025	TOROSO INVESTMENTS, LLC	0.42%	23.15K	2.55M	2.67K	+13.01%
Sep 30, 2025	TRUE PRIVATE WEALTH ADVISORS	0.39%	21.62K	2.39M	-2.95K	-11.99%
Sep 30, 2025	VISTA CIMA WEALTH MANAGEMENT LLC	0.33%	18.2K	2.01M	858	+4.95%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.2%	10.9K	1.2M	-1.74K	-13.79%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.15%	8.25K	904.45K	162	+2.00%
Jun 30, 2025	MOORS & CABOT, INC.	0.15%	8.13K	891.75K	533	+7.02%
Jun 30, 2025	CAMBIAR INVESTORS LLC	0.14%	7.94K	871.13K	-380	-4.57%
Jun 30, 2025		0.31%	17.34K	1.9M	-196	-1.12%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.1%	5.75K	630.34K	0	0
Jun 30, 2025	HM PAYSON & CO	0.48%	26.78K	2.94M	51	+0.19%
Jun 30, 2025	SYON CAPITAL LLC	3.37%	187.87K	20.61M	187.87K	+100.00%
Jun 30, 2025	MASON & ASSOCIATES INC	2.22%	123.55K	13.55M	-2.38K	-1.89%
Jun 30, 2025	JAMES INVESTMENT RESEARCH INC	0.25%	14.02K	1.54M	-237	-1.66%
Jun 30, 2025	FORTIS CAPITAL MANAGEMENT LLC	0.18%	9.94K	1.09M	-13.08K	-56.81%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	9.76K	1.07M	-14.12K	-59.13%
Jun 30, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.17%	9.4K	1.03M	208	+2.26%
Jun 30, 2025	REHMANN CAPITAL ADVISORY GROUP	0.17%	9.37K	1.03M	-634	-6.34%
Jun 30, 2025	MONTIS FINANCIAL, LLC	0.17%	9.37K	1.03M	-4.38K	-31.85%
Jun 30, 2025	IGNITE PLANNERS, LLC	0.16%	8.9K	970.08K	622	+7.51%
Jun 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.12%	6.7K	734.77K	1.51K	+29.16%
Jun 30, 2025	MEASURED WEALTH PRIVATE CLIENT GROUP, LLC	0.12%	6.58K	721.97K	-3.44K	-34.31%
Jun 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.1%	5.67K	622.22K	-484	-7.86%
Jun 30, 2025	MILL CREEK CAPITAL ADVISORS, LLC	2.19%	122.42K	13.43M	-35.68K	-22.57%
Jun 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	1.85%	103.18K	11.32M	-5.89K	-5.40%
Jun 30, 2025	ARVEST INVESTMENTS, INC.	1.85%	103K	11.3M	-664	-0.64%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.6%	33.32K	3.66M	4.46K	+15.45%
Jun 30, 2025	FIDUCIENT ADVISORS LLC	0.23%	12.8K	1.4M	-31	-0.24%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	7.2%	401.79K	44.08M	12.28K	+3.15%
Jun 30, 2025	STIFEL FINANCIAL CORP	6.63%	369.77K	40.56M	-3.58K	-0.96%
Jun 30, 2025	AMBASSADOR ADVISORS, LLC	3.49%	194.72K	21.36M	10.9K	+5.93%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.15%	119.83K	13.15M	-15.18K	-11.25%
Jun 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	1.69%	94.45K	10.36M	-2.11K	-2.18%
Jun 30, 2025	UBS GROUP AG	1.38%	77.15K	8.46M	-5.01K	-6.09%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.96%	53.78K	5.9M	31.92K	+146.03%
Jun 30, 2025	US BANCORP \DE\	0.7%	39.08K	4.29M	-2.46K	-5.91%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.66%	36.55K	4.01M	1.07K	+3.01%
Jun 30, 2025	FLUENT FINANCIAL, LLC	0.61%	33.9K	3.72M	8.3K	+32.41%
Jun 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.34%	19.16K	2.1M	-1.25K	-6.14%
Jun 30, 2025	SMITH, SALLEY & ASSOCIATES	0.35%	19.69K	2.16M	104	+0.53%
Jun 30, 2025	TOROSO INVESTMENTS, LLC	0.37%	20.49K	2.24M	10.9K	+113.70%
Jun 30, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.38%	21K	2.3M	2.18K	+11.57%
Jun 30, 2025	SUNFLOWER BANK, N.A.	0.41%	23.04K	2.53M	0	0
Jun 30, 2025	TRUE PRIVATE WEALTH ADVISORS	0.44%	24.57K	2.7M	-380.38K	-93.93%
Jun 30, 2025	CVA FAMILY OFFICE, LLC	0.52%	29.05K	3.19M	-20	-0.07%
Jun 30, 2025	SIGNET FINANCIAL MANAGEMENT, LLC	1.04%	58.09K	6.37M	-4.21K	-6.76%
Jun 30, 2025	GREAT DIAMOND PARTNERS, LLC	1.4%	78.26K	8.58M	275	+0.35%
Jun 30, 2025	BAILARD, INC.	2.28%	127.22K	13.96M	2.29K	+1.83%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.1%	5.55K	608.36K	147	+2.72%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	5.18%	288.71K	31.67M	749	+0.26%
Jun 30, 2025	GOELZER INVESTMENT MANAGEMENT, INC.	0.18%	10.25K	1.12M	-75	-0.73%
Jun 30, 2025	IMPACT INVESTORS, INC	0.94%	52.41K	5.75M	-12.31K	-19.02%
Jun 30, 2025	CHB INVESTMENT GROUP, LLC	0.52%	29.02K	3.18M	-15	-0.05%
Jun 30, 2025	VISTA CIMA WEALTH MANAGEMENT LLC	0.31%	17.34K	1.9M	-196	-1.12%
Jun 30, 2025	MORGAN STANLEY	1.3%	72.48K	7.95B	1.06K	+1.48%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.22%	12.45K	1.37M	42	+0.34%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	3.49%	194.73K	21.36M	15.66K	+8.74%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.35%	75.52K	8.28M	-4.66K	-5.81%
Jun 30, 2025	JANE STREET GROUP, LLC	1.05%	58.56K	6.42M	24.46K	+71.73%
Jun 30, 2025	LPL FINANCIAL LLC	0.61%	34.14K	3.75M	-7.72K	-18.44%
Jun 30, 2025	CITADEL ADVISORS LLC	1.08%	60K	6.58B	24.53K	+69.15%
Jun 30, 2025	SHARPER & GRANITE LLC	0.19%	10.84K	1.18M	-129	-1.18%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.09%	116.49K	12.78M	-23.59K	-16.84%
Jun 30, 2025	RKL WEALTH MANAGEMENT LLC	1.41%	78.4K	8.6M	-1.32K	-1.65%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.59%	32.65K	3.58M	-575	-1.73%
Jun 30, 2025	WBI INVESTMENTS, INC.	0.59%	32.64K	3.58M	-2.33K	-6.65%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.34%	19.18K	2.1M	4.54K	+31.04%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.29%	16.39K	1.8M	-14.1K	-46.24%
Jun 30, 2025	CAPSTONE TRITON FINANCIAL GROUP, LLC	0.27%	15.11K	1.66M	15.11K	+100.00%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.25%	14.18K	1.56M	-3.35K	-19.12%
Jun 30, 2025	INSIGHT ADVISORS, LLC/ PA	0.23%	12.98K	1.42M	-11	-0.08%
Jun 30, 2025	CERITY PARTNERS LLC	0.23%	12.81K	1.41M	12.81K	+100.00%
Mar 31, 2025	MILL CREEK CAPITAL ADVISORS, LLC	2.79%	158.1K	17.3M	2.08K	+1.33%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	6.88%	389.51K	42.63M	26.65K	+7.34%
Mar 31, 2025		0.31%	17.54K	1.92M	1.89K	+12.11%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.32%	18.15K	1.99M	-390	-2.10%
Mar 31, 2025	HM PAYSON & CO	0.47%	26.73K	2.93M	3.68K	+15.99%
Mar 31, 2025	CITADEL ADVISORS LLC	0.63%	35.47K	3.88M	-34.44K	-49.26%
Mar 31, 2025	TRUE PRIVATE WEALTH ADVISORS	7.15%	404.95K	44.32M	-339.4K	-45.60%
Mar 31, 2025	STIFEL FINANCIAL CORP	6.59%	373.35K	40.86M	14.37K	+4.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.26%	14.63K	1.6M	10.47K	+251.16%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.42%	80.17K	8.77M	1.57K	+2.00%
Mar 31, 2025	MORGAN STANLEY	1.26%	71.42K	7.82M	2.42K	+3.50%
Mar 31, 2025	FORTIS CAPITAL MANAGEMENT LLC	0.41%	23.02K	2.52M	9.58K	+71.26%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.39%	21.86K	2.39M	-2.94K	-11.86%
Mar 31, 2025	RKL WEALTH MANAGEMENT LLC	1.41%	79.71K	8.72M	-3.16K	-3.81%
Mar 31, 2025	GREAT DIAMOND PARTNERS, LLC	1.38%	77.98K	8.53M	1.76K	+2.31%
Mar 31, 2025	SIGNET FINANCIAL MANAGEMENT, LLC	1.1%	62.29K	6.82M	-10.36K	-14.26%
Mar 31, 2025	BLACKROCK, INC.	0.95%	54.02K	5.91M	54.02K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.74%	41.86K	4.58M	14.71K	+54.18%
Mar 31, 2025	FLUENT FINANCIAL, LLC	0.45%	25.6K	2.8M	2.57K	+11.15%
Mar 31, 2025	FOCUS FINANCIAL NETWORK, INC.	0.36%	20.42K	2.23M	375	+1.87%
Mar 31, 2025	SMITH, SALLEY & ASSOCIATES	0.35%	19.59K	2.14M	112	+0.58%
Mar 31, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.33%	18.82K	2.06M	-140.46K	-88.18%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.31%	17.53K	1.92M	1.62K	+10.19%
Mar 31, 2025	COLUMBUS MACRO, LLC	0.29%	16.54K	1.81M	-378	-2.23%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	5.09%	287.96K	31.51M	57.93K	+25.18%
Mar 31, 2025	AMBASSADOR ADVISORS, LLC	3.25%	183.82K	20.12M	2.4K	+1.33%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	3.16%	179.08K	19.6M	20.77K	+13.12%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.38%	135.02K	14.78M	10.73K	+8.63%
Mar 31, 2025	MASON & ASSOCIATES INC	2.22%	125.93K	13.78M	-37.04K	-22.73%
Mar 31, 2025	BAILARD, INC.	2.21%	124.93K	13.67M	124.93K	+100.00%
Mar 31, 2025	ASSET MANAGEMENT ONE CO., LTD.	1.93%	109.08K	11.94M	1.67K	+1.55%
Mar 31, 2025	UBS GROUP AG	1.45%	82.16K	8.99M	332	+0.41%
Mar 31, 2025	CVA FAMILY OFFICE, LLC	0.51%	29.07K	3.18M	724	+2.55%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.51%	28.86K	3.16M	-3.27K	-10.18%
Mar 31, 2025	ARVEST INVESTMENTS, INC.	1.83%	103.66K	11.34M	1.62K	+1.59%
Mar 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	1.71%	96.56K	10.57M	-788	-0.81%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.63%	35.49K	3.88M	-841	-2.32%
Mar 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.54%	30.49K	3.33M	2.52K	+9.01%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.47%	140.07K	15.33M	-10.3K	-6.85%
Mar 31, 2025	US BANCORP \DE\	0.73%	41.54K	4.55M	-6.29K	-13.15%
Mar 31, 2025	WBI INVESTMENTS, INC.	0.62%	34.96K	3.83M	6.7K	+23.72%
Mar 31, 2025	JANE STREET GROUP, LLC	0.6%	34.1K	3.73M	25.04K	+276.31%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.59%	33.22K	3.64M	-526	-1.56%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.42%	23.89K	2.61M	-429	-1.76%
Mar 31, 2025	JAMES INVESTMENT RESEARCH INC	0.25%	14.25K	1.56M	-526	-3.56%
Mar 31, 2025	MONTIS FINANCIAL, LLC	0.24%	13.75K	1.5M	-3.37K	-19.67%
Mar 31, 2025	INSIGHT ADVISORS, LLC/ PA	0.23%	12.99K	1.42M	837	+6.89%
Mar 31, 2025	SUNFLOWER BANK, N.A.	0.41%	23.04K	2.52M	0	0
Mar 31, 2024	UNITED ASSET STRATEGIES, INC.	0.19%	10.86K	1.17M	401	+3.83%
Mar 31, 2024	SHARPER & GRANITE LLC	0.21%	11.93K	1.28M	912	+8.28%
Mar 31, 2024	SIGMA PLANNING CORP	0.21%	12.29K	1.33M	7.41K	+151.90%
Mar 31, 2024	NORTHCREST ASSET MANANGEMENT, LLC	0.22%	12.95K	1.4M	1.28K	+10.92%
Mar 31, 2024	JPMORGAN CHASE & CO	0.18%	11.64K	1.26M	1.71K	+17.26%
Mar 31, 2024	JAMES INVESTMENT RESEARCH INC	0.28%	15.94K	1.72M	-811	-4.84%
Mar 31, 2024	FOCUS FINANCIAL NETWORK, INC.	0.28%	16.19K	1.73M	16.19K	+100.00%
Mar 31, 2024	CAMBIAR INVESTORS LLC	0.32%	18.64K	2.01M	-2.52K	-11.91%
Mar 31, 2024	CAPSTONE TRITON FINANCIAL GROUP, LLC	0.34%	19.54K	2.11M	-2.86K	-12.78%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.34%	19.57K	2.11M	-456	-2.28%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.36%	23.3K	2.52M	-44.03K	-65.40%
Mar 31, 2024	MEASURED WEALTH PRIVATE CLIENT GROUP, LLC	0.45%	26.09K	2.82M	-634	-2.37%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.49%	28.18K	3.04M	1.41K	+5.26%
Mar 31, 2024	CVA FAMILY OFFICE, LLC	0.5%	28.72K	3.1M	-406	-1.39%
Mar 31, 2024	JANE STREET GROUP, LLC	0.66%	43.46K	4.7M	4.47K	+11.47%
Mar 31, 2024	ANDINA CAPITAL MANAGEMENT, LLC	0.69%	39.63K	4.28M	5.34K	+15.56%
Mar 31, 2024	SUNFLOWER BANK, N.A.	0.4%	23.04K	2.49M	0	0
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.71%	46.4K	5.01M	-2.9K	-5.89%
Mar 31, 2024	CERITY PARTNERS LLC	0.2%	11.39K	1.23M	1.12K	+10.94%
Mar 31, 2024	KEYBANK NATIONAL ASSOCIATION/OH	1.78%	102.55K	11.08M	-3.18K	-3.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.78%	116.6K	12.6M	7.54K	+6.92%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.84%	120.13K	12.98M	79.12K	+192.96%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.36%	23.58K	2.55M	82	+0.35%
Mar 31, 2024	ASSET MANAGEMENT ONE CO., LTD.	2.12%	122.08K	13.19M	-659	-0.54%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	2.26%	148.02K	15.99M	-1.7K	-1.13%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	2.37%	136.64K	14.76M	9.01K	+7.06%
Mar 31, 2024	BLACKROCK INC.	2.38%	155.41K	16.79M	38.34K	+32.74%
Mar 31, 2024	JAFFETILCHIN INVESTMENT PARTNERS, LLC	2.41%	139.34K	15.06M	17.21K	+14.09%
Mar 31, 2024	WBI INVESTMENTS, INC.	0.77%	44.31K	4.79M	44.31K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.78%	51.17K	5.53M	-243	-0.47%
Mar 31, 2024	US BANCORP \DE\	0.93%	60.84K	6.57M	8.5K	+16.25%
Mar 31, 2024	MORGAN STANLEY	1%	65.09K	7.03M	-7.68K	-10.55%
Mar 31, 2024	GREAT DIAMOND PARTNERS, LLC	1.34%	77.49K	8.37M	60	+0.08%
Mar 31, 2024	MASON & ASSOCIATES INC	1.36%	78.52K	8.48M	78.52K	+100.00%
Mar 31, 2024	EXECUTIVE WEALTH MANAGEMENT, LLC	1.38%	79.44K	8.52M	7.82K	+10.91%
Mar 31, 2024	SIGNET FINANCIAL MANAGEMENT, LLC	1.39%	80.29K	8.67M	-1.44K	-1.76%
Mar 31, 2024	RKL WEALTH MANAGEMENT LLC	1.5%	86.4K	9.34M	-6.62K	-7.11%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.32%	86.47K	9.34M	6.2K	+7.72%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.51%	98.97K	10.69M	18.16K	+22.47%
Mar 31, 2024	ARVEST INVESTMENTS, INC.	1.73%	99.8K	10.78M	3.28K	+3.40%
Mar 31, 2024	MILL CREEK CAPITAL ADVISORS, LLC	2.73%	157.58K	17.03M	-33.82K	-17.67%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	4.16%	271.66K	29.35M	46.44K	+20.62%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	7.61K	822K	7.61K	+100.00%
Mar 31, 2024	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.13%	8.41K	908.16K	833	+11.00%
Mar 31, 2024	RENASANT BANK	0.13%	8.64K	933.44K	87	+1.02%
Mar 31, 2024	GOELZER INVESTMENT MANAGEMENT, INC.	0.13%	8.76K	946.09K	31	+0.36%
Mar 31, 2024	PARK PLACE CAPITAL CORP	0.14%	9.35K	1.01M	87	+0.94%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.36%	20.65K	2.23M	0	0
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.17%	11.17K	1.21M	1.83K	+19.60%
Mar 31, 2024	STIFEL FINANCIAL CORP	5.07%	331.16K	35.78M	9.38K	+2.92%
Mar 31, 2024	TRUE PRIVATE WEALTH ADVISORS	5.71%	329.58K	35.61M	-10.18K	-3.00%
Mar 31, 2024	ASSETMARK, INC	6.69%	385.86K	41.69M	-76.58K	-16.56%
Mar 31, 2024	LPL FINANCIAL LLC	0.41%	27.07K	2.92M	4.73K	+21.18%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.41%	27K	2.92M	-119.38K	-81.55%
Mar 31, 2024	CSENGE ADVISORY GROUP	0.17%	10.03K	1.08M	284	+2.92%
Mar 31, 2024	HM PAYSON & CO	0.4%	23.05K	2.49M	0	0
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.18%	10.34K	1.12M	7.18K	+226.98%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.08%	67.32K	7.3M	-14.18K	-17.40%
Dec 31, 2023	UBS GROUP AG	0.83%	51.41K	5.57M	3.42K	+7.12%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.79%	49.3K	5.35M	-5.83K	-10.58%
Dec 31, 2023	MEASURED WEALTH PRIVATE CLIENT GROUP, LLC	0.43%	26.73K	2.9M	-768	-2.79%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.38%	23.5K	2.55M	-4.33K	-15.55%
Dec 31, 2023	HM PAYSON & CO	0.37%	23.05K	2.5M	0	0
Dec 31, 2023	SUNFLOWER BANK, N.A.	0.37%	23.04K	2.5M	0	0
Dec 31, 2023	CAPSTONE TRITON FINANCIAL GROUP, LLC	0.36%	22.4K	2.43M	-5.07K	-18.44%
Dec 31, 2023	LPL FINANCIAL LLC	0.36%	22.34K	2.42M	195	+0.88%
Dec 31, 2023	JPMORGAN CHASE & CO	0.16%	9.93K	1.08M	-7.56K	-43.24%
Dec 31, 2023	CERITY PARTNERS LLC	0.16%	10.26K	1.11M	-1.2K	-10.45%
Dec 31, 2023	UNITED ASSET STRATEGIES, INC.	0.17%	10.46K	1.13M	4.43K	+73.39%
Dec 31, 2023	WEALTHSOURCE PARTNERS, LLC	0.18%	10.95K	1.19M	10.95K	+100.00%
Dec 31, 2023	SHARPER & GRANITE LLC	0.18%	11.02K	1.19M	2.79K	+33.82%
Dec 31, 2023	NORTHCREST ASSET MANANGEMENT, LLC	0.19%	11.68K	1.27M	-190	-1.60%
Dec 31, 2023	CITADEL ADVISORS LLC	0.24%	15.16K	1.64M	-26.42K	-63.53%
Dec 31, 2023	JAMES INVESTMENT RESEARCH INC	0.27%	16.75K	1.82M	-1.12K	-6.26%
Dec 31, 2023	CAMBIAR INVESTORS LLC	0.34%	21.16K	2.29M	38	+0.18%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.33%	20.65K	2.24M	7.65K	+58.85%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.32%	20.03K	2.17M	2.5K	+14.25%
Dec 31, 2023	BEAUMONT CAPITAL MANAGEMENT, LLC	0.63%	39.37K	4.27M	-437	-1.10%
Dec 31, 2023	JANE STREET GROUP, LLC	0.63%	38.99K	4.23M	3.75K	+10.66%
Dec 31, 2023	AVEO CAPITAL PARTNERS, LLC	0.59%	36.93K	4M	-2.33K	-5.93%
Dec 31, 2023		0.24%	15K	1.63M	15K	+100.00%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.66%	41K	4.45M	-15.26K	-27.12%
Dec 31, 2023	CVA FAMILY OFFICE, LLC	0.47%	29.13K	3.16M	529	+1.85%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.43%	26.77K	2.9M	1K	+3.89%
Dec 31, 2023	US BANCORP \DE\	0.84%	52.34K	5.67M	-43	-0.08%
Dec 31, 2023	EXECUTIVE WEALTH MANAGEMENT, LLC	1.15%	71.62K	7.77M	-1.92K	-2.61%
Dec 31, 2023	MORGAN STANLEY	1.17%	72.77K	7.89M	6.53K	+9.86%
Dec 31, 2023	GREAT DIAMOND PARTNERS, LLC	1.24%	77.43K	8.4M	1.91K	+2.53%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.29%	80.28K	8.7M	-12.9K	-13.85%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.3%	80.81K	8.76M	7.99K	+10.98%
Dec 31, 2023	SIGNET FINANCIAL MANAGEMENT, LLC	1.31%	81.72K	8.86M	-6.23K	-7.08%
Dec 31, 2023	RKL WEALTH MANAGEMENT LLC	1.49%	93.02K	10.09M	-4.96K	-5.06%
Dec 31, 2023	KEYBANK NATIONAL ASSOCIATION/OH	1.7%	105.72K	11.46B	-3.43K	-3.14%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.75%	109.05K	11.82M	7.78K	+7.68%
Dec 31, 2023	BLACKROCK INC.	1.88%	117.07K	12.69M	27.76K	+31.08%
Dec 31, 2023	JAFFETILCHIN INVESTMENT PARTNERS, LLC	1.96%	122.13K	13.24M	-17.6K	-12.59%
Dec 31, 2023	ASSET MANAGEMENT ONE CO., LTD.	1.97%	122.74K	13.31M	-14.15K	-10.33%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	2.05%	127.64K	13.84M	18.92K	+17.40%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	2.35%	146.38K	15.87M	30.88K	+26.74%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	2.4%	149.72K	16.23M	-530	-0.35%
Dec 31, 2023	MILL CREEK CAPITAL ADVISORS, LLC	3.07%	191.41K	20.75M	7.92K	+4.31%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	3.62%	225.22K	24.41M	-43.76K	-16.27%
Dec 31, 2023	STIFEL FINANCIAL CORP	5.17%	321.77K	34.89M	-3.56K	-1.09%
Dec 31, 2023	TRUE PRIVATE WEALTH ADVISORS	5.46%	339.76K	36.84M	339.76K	+100.00%
Dec 31, 2023	ASSETMARK, INC	7.43%	462.43K	50.14M	-27.94K	-5.70%
Mar 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-1	-100.00%
Mar 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0%	0	-	-4.1K	-100.00%
Mar 31, 2023	HAZLETT, BURT & WATSON, INC.	0%	90	-	0	0
Mar 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	0	-	-89	-100.00%
Mar 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0%	14.96K	-	14.37K	+2,448.04%
Mar 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	8.12K	-	-1.09K	-11.85%
Mar 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0%	25.24K	-	1.57K	+6.61%
Mar 31, 2023	JAMES INVESTMENT RESEARCH INC	0%	19.04K	-	1.1K	+6.15%
Mar 31, 2023	PFS INVESTMENTS INC.	0%	15.79K	-	266	+1.71%
Mar 31, 2023	CENTERPOINT ADVISORS, LLC	0%	188	-	188	+100.00%
Mar 31, 2023	CWM, LLC	0%	586	-	-208	-26.20%
Mar 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0%	884	-	0	0
Mar 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0%	2.35K	-	2.35K	+100.00%
Mar 31, 2023	MML INVESTORS SERVICES, LLC	0%	7.65K	-	1.35K	+21.41%

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