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

Who are the major shareholders selling iShares Russell 3000 ETF stock?

UBS GROUP AG, in the last quarter, reduced its stake in IWV by -3.7% restricting it's holding to 382.08 thousand shares of worth nearly $147.81M. FMR LLC also lessened -0.48% of the IWV shares from its portfolio, reducing its holding to 394.29 thousand shares of worth $152.53M. JPMORGAN CHASE & CO also shunned IWV shares holding by -8.41% last quarter which brought its holding to 474.05 thousand shares worth $183.39M.

Investors who are buying IWV stock?

As per its latest 13F filing, AMERIPRISE FINANCIAL INC increased its stake in IWV by 5.96% in the last quarter. The institutional holder raised its holding to 423.53 thousand shares having worth more than $163.84M. UNC MANAGEMENT COMPANY, INC. also added 0.28% more shares of IWV to its portfolio, raising its holding to 526.77 thousand shares of worth $203.78M. NORTHERN TRUST CORP also increased its IWV shares holding by 0.07% which brought its holding to 1.02 million shares worth $394.48M.

IWV's major insiders: who are they?

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

Did an insider recently sell IWV stock?

Company executives, directors, and other insiders own N/A percent of iShares Russell 3000 ETF's stock. Within the last six months, there have been 0 transaction(s) in which IWV insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased IWV stock?

There have been 0 transaction(s) during the past 6-months in which iShares Russell 3000 ETF insiders have bought stock, totalling 0 shares

How much of IWV does insiders own?

Around 0 iShares Russell 3000 ETF shares are held by insiders, which represents about N/A of IWV stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IWV?

UBS GROUP AG is the largest institutional owner in IWV which holds 382.08 thousand shares worth $147.81M or 0.8% of the total IWV shares outstanding followed by FMR LLC with ownership of 394.29 thousand shares representing 0.83% of the IWV ownership. AMERIPRISE FINANCIAL INC is the third largest stakeholder with 423.53 thousand shares or 0.89% of the ownership worth more than $163.84M.

Is iShares Russell 3000 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 IWV is concerned, it is a stock which is optionable.

Is there a short position on IWV's shares?

Number of IWV 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 IWV shares are there?

As of today, null shares of IWV are outstanding.

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

IWV 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 IWV is null.

iShares Russell 3000 ETF (IWV) 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. UBS GROUP AG is the top corporate investor, holding 382.08K shares valued at $147.81M. A 0.8% stake in iShares Russell 3000 ETF is owned by the company. FMR LLC owns 394.29K shares valued at $152.53M, which translates its holding of 0.83% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	UBS GROUP AG	0.8%	382.08K	147.81M	-14.68K	-3.70%
Dec 31, 2025	FMR LLC	0.83%	394.29K	152.53M	-1.92K	-0.48%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.89%	423.53K	163.84M	23.83K	+5.96%
Dec 31, 2025	JPMORGAN CHASE & CO	1%	474.05K	183.39M	-43.54K	-8.41%
Dec 31, 2025	UNC MANAGEMENT COMPANY, INC.	1.11%	526.77K	203.78M	1.47K	+0.28%
Dec 31, 2025	NORTHERN TRUST CORP	2.14%	1.02M	394.48M	752	+0.07%
Dec 31, 2025	CAPROCK GROUP, LLC	0.27%	125.25K	48.45M	-1.62K	-1.28%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.57%	272.38K	105.37M	-864	-0.32%
Dec 31, 2025	AMERICAN FAMILY INVESTMENTS, INC.	0.59%	271.84K	105.16M	237.32K	+687.53%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.62%	295.44K	114.29M	29.86K	+11.24%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.66%	312.64K	120.94M	-8.21K	-2.56%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.73%	346.06K	133.87M	-3.35K	-0.96%
Dec 31, 2025	EVENSKY & KATZ LLC	0.73%	345.91K	133.81M	-3.54K	-1.01%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.22%	103.65K	40.1M	22.37K	+27.52%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.32%	152.15K	58.86M	-1.26K	-0.82%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.32%	153.99K	59.57M	-7.3K	-4.52%
Dec 31, 2025	PROFICIO CAPITAL PARTNERS LLC	0.33%	153.48K	59.37M	0	0
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.34%	156.88K	60.69M	22.44K	+16.69%
Dec 31, 2025	STEPHENS INC /AR/	0.33%	157.06K	60.76M	8.87K	+5.99%
Dec 31, 2025	LPL FINANCIAL LLC	1.07%	500.22K	193.51M	-12.67K	-2.47%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.74%	829.25K	320.8M	174.31K	+26.62%
Dec 31, 2025	MORGAN STANLEY	2.7%	1.28M	497.03M	-25.27K	-1.93%
Dec 31, 2025	BLACKROCK, INC.	3.05%	1.45M	560.98M	67.25K	+4.86%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	3.21%	1.53M	591.56M	86.45K	+5.99%
Dec 31, 2025	RHUMBLINE ADVISERS	3.3%	1.57M	608.18M	1.53M	+3,812.50%
Dec 31, 2025	US BANCORP \DE\	0.17%	79.63K	30.81M	-4.6K	-5.46%
Dec 31, 2025	HB WEALTH MANAGEMENT, LLC	0.17%	79.93K	30.92M	-573	-0.71%
Dec 31, 2025	HANTZ FINANCIAL SERVICES, INC.	0.18%	82.39K	31.87M	-4.32K	-4.99%
Dec 31, 2025	SCS CAPITAL MANAGEMENT LLC	4%	1.87M	725.27M	8.38K	+0.45%
Dec 31, 2025	SENTINEL TRUST CO LBA	0.53%	244.04K	94.41M	-321	-0.13%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.53%	250.98K	97.09M	26.04K	+11.58%
Dec 31, 2025	BESSEMER GROUP INC	0.31%	144.71K	55.98M	-24.6K	-14.53%
Dec 31, 2025	CALAMOS WEALTH MANAGEMENT LLC	0.34%	157.38K	60.88M	-20.74K	-11.64%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.29%	135.04K	52.24M	-99	-0.07%
Dec 31, 2025	LIDO ADVISORS, LLC	0.59%	275.74K	106.4M	-14.66K	-5.05%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.75%	351.06K	135.81M	1.08K	+0.31%
Dec 31, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.27%	128.71K	49.79M	-634	-0.49%
Dec 31, 2025	FFT WEALTH MANAGEMENT LLC	0.29%	136.68K	52.88M	183	+0.13%
Dec 31, 2025	BROWN ADVISORY INC	0.34%	159.82K	61.83M	123.95K	+345.55%
Dec 31, 2025	COMMERCE BANK	0.31%	144.87K	56.04M	-34.17K	-19.08%
Dec 31, 2025	DAVIS R M INC	0.34%	159.68K	61.77M	65	+0.04%
Dec 31, 2025	BANK OF NOVA SCOTIA	0.34%	159.7K	61.78M	0	0
Dec 31, 2025		0.38%	179.89K	179.89M	179.89K	+100.00%
Dec 31, 2025	WALDRON PRIVATE WEALTH LLC	0.18%	82.4K	31.88M	-5.52K	-6.28%
Dec 31, 2025	PROVENANCE WEALTH ADVISORS, LLC	0.18%	82.69K	31.99M	-2.28K	-2.68%
Dec 31, 2025	COMERICA BANK	0.19%	86.28K	33.38M	-108	-0.13%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.19%	88.52K	34.24M	-1.03K	-1.15%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.2%	94.85K	36.69M	36.84K	+63.52%
Dec 31, 2025	MARINER, LLC	0.21%	98.47K	38.09M	4.32K	+4.59%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.47%	224.12K	85.63M	1.47K	+0.66%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	99.02K	38.31M	-599	-0.60%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.22%	103.51K	40.04M	2.82K	+2.80%
Dec 31, 2025	TLWM	0.61%	281.19K	108.78M	-14.15K	-4.79%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.3%	140.61K	54.4M	11.82K	+9.18%
Dec 31, 2025	COLONY GROUP, LLC	0.78%	364.39K	140.97M	21.64K	+6.31%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.22%	101.98K	39.45M	311	+0.31%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.23%	110.35K	42.69M	-19.83K	-15.23%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.24%	113.35K	43.85M	26.07K	+29.87%
Dec 31, 2025	ROYAL BANK OF CANADA	0.25%	118.4K	45.8M	56.04K	+89.85%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.37%	174.19K	67.39M	161.43K	+1,265.24%
Dec 31, 2025	WIND RIVER TRUST CO	0.26%	124.04K	47.99M	0	0
Dec 31, 2025	BALLENTINE PARTNERS, LLC	0.28%	131.7K	50.95M	-34.91K	-20.95%
Dec 31, 2025	IEQ CAPITAL, LLC	0.37%	174.73K	67.59M	3.14K	+1.83%
Dec 31, 2025	GM ADVISORY GROUP, INC.	0.38%	177.36K	68.61M	-3.03K	-1.68%
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.42%	198.67K	76.86M	3.02K	+1.54%
Dec 31, 2025	BRICKTOWN CAPITAL, LLC	0.44%	201.5K	77.95M	975	+0.49%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.88%	399.71K	151.38M	-50.83K	-11.28%
Sep 30, 2025	LPL FINANCIAL LLC	1.13%	512.89K	194.36M	12.32K	+2.46%
Sep 30, 2025	NORTHERN TRUST CORP	2.24%	1.02M	386.13M	-31.94K	-3.04%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	3.18%	1.44M	546.71M	-185.6K	-11.40%
Sep 30, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.28%	129.35K	49.02M	-954	-0.73%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.29%	130.18K	49.33M	-9.94K	-7.09%
Sep 30, 2025	PENNINGTON PARTNERS & CO., LLC	0.21%	97.51K	36.95M	-1.21K	-1.23%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.3%	134.44K	50.95M	3.8K	+2.91%
Sep 30, 2025	PROFICIO CAPITAL PARTNERS LLC	0.34%	153.48K	58.16M	108	+0.07%
Sep 30, 2025	DAVIS R M INC	0.35%	159.61K	60.48M	0	0
Sep 30, 2025	BANK OF NOVA SCOTIA	0.35%	159.7K	60.52M	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.36%	161.28K	61.12M	65.19K	+67.83%
Sep 30, 2025	FFT WEALTH MANAGEMENT LLC	0.3%	136.5K	51.72M	487	+0.36%
Sep 30, 2025	STEPHENS INC /AR/	0.33%	148.19K	56.15M	7.82K	+5.57%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.34%	153.4K	58.13M	-2.35K	-1.51%
Sep 30, 2025	IEQ CAPITAL, LLC	0.38%	171.59K	65.02M	22.26K	+14.91%
Sep 30, 2025	CALAMOS WEALTH MANAGEMENT LLC	0.39%	178.12K	67.5M	127	+0.07%
Sep 30, 2025	COMMERCE BANK	0.39%	179.03K	67.84M	14.58K	+8.86%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.43%	195.65K	74.14M	-2.76K	-1.39%
Sep 30, 2025	BRICKTOWN CAPITAL, LLC	0.44%	200.52K	75.99M	22K	+12.32%
Sep 30, 2025	SENTINEL TRUST CO LBA	0.54%	244.36K	92.6M	-2.8K	-1.13%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.58%	265.58K	100.64M	1.02K	+0.39%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.6%	273.24K	103.54M	38.86K	+16.58%
Sep 30, 2025	LIDO ADVISORS, LLC	0.64%	290.4K	110.04M	-10.37K	-3.45%
Sep 30, 2025	JPMORGAN CHASE & CO	1.14%	517.59K	196.13M	-18.37K	-3.43%
Sep 30, 2025	COLONY GROUP, LLC	0.76%	342.76K	129.95M	-22.34K	-6.12%
Sep 30, 2025	UNC MANAGEMENT COMPANY, INC.	1.16%	525.3K	199.06M	-53.33K	-9.22%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.22%	101.67K	38.53M	-2.41K	-2.32%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	101.92K	37.84M	2.1K	+2.10%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.26%	118.34K	44.84M	107	+0.09%
Sep 30, 2025	WIND RIVER TRUST CO	0.27%	124.04K	47M	-650	-0.52%
Sep 30, 2025	CAPROCK GROUP, LLC	0.28%	126.88K	46.6M	126.88K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.28%	128.8K	48.81M	-23.06K	-15.19%
Sep 30, 2025	BALLENTINE PARTNERS, LLC	0.37%	166.61K	63.13M	-280	-0.17%
Sep 30, 2025	BESSEMER GROUP INC	0.37%	169.31K	64.16M	3.48K	+2.10%
Sep 30, 2025	GM ADVISORY GROUP, INC.	0.4%	180.38K	68.35M	2.66K	+1.49%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.49%	222.65K	84.37M	5.06K	+2.32%
Sep 30, 2025	PITCAIRN CO	0.75%	341.31K	129.34M	-20.83K	-5.75%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.77%	349.41K	132.41M	1.69K	+0.49%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.5%	224.94K	85.24M	-1.33K	-0.59%
Sep 30, 2025	FMR LLC	0.87%	396.21K	150.14M	114.76K	+40.77%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.15%	69.19K	26.22M	1.16K	+1.70%
Sep 30, 2025	EMBREE FINANCIAL GROUP	0.16%	71.19K	26.98M	-566	-0.79%
Sep 30, 2025	FINLEY FINANCIAL, LLC	0.16%	72.37K	27.42M	1.93K	+2.74%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.16%	73.03K	27.68M	-1.3K	-1.74%
Sep 30, 2025	PORTFOLIO STRATEGIES, INC.	0.16%	73.98K	28.03M	-1.1K	-1.47%
Sep 30, 2025	TANGLEWOOD WEALTH MANAGEMENT, INC.	0.17%	75.18K	28.49M	-280	-0.37%
Sep 30, 2025	BROOKLYN FI, LLC	0.17%	76.35K	28.93M	-941	-1.22%
Sep 30, 2025	GREAT DIAMOND PARTNERS, LLC	0.17%	76.63K	29.04M	-1.66K	-2.12%
Sep 30, 2025	HB WEALTH MANAGEMENT, LLC	0.18%	80.5K	30.51M	-2K	-2.42%
Sep 30, 2025	BRIGHTON JONES LLC	0.18%	82.34K	31.2M	-1.01K	-1.21%
Sep 30, 2025	US BANCORP \DE\	0.19%	84.24K	31.92M	-1.79K	-2.09%
Sep 30, 2025	PROVENANCE WEALTH ADVISORS, LLC	0.19%	84.97K	32.2M	931	+1.11%
Sep 30, 2025	HANTZ FINANCIAL SERVICES, INC.	0.19%	86.71K	32.86M	-4.18K	-4.60%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.19%	87.28K	33.07M	-63.4K	-42.08%
Sep 30, 2025	WALDRON PRIVATE WEALTH LLC	0.19%	87.93K	33.32M	-4.65K	-5.03%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.2%	89.55K	33.93M	-12.7K	-12.42%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	99.62K	37.75M	-1.66K	-1.64%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.22%	100.69K	37.94M	4.12K	+4.27%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.3%	135.14K	51.21M	-760	-0.56%
Sep 30, 2025	TLWM	0.65%	295.34K	111.92M	1.33K	+0.45%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.71%	320.85K	121.58M	16.74K	+5.50%
Sep 30, 2025	EVENSKY & KATZ LLC	0.77%	349.44K	132.42M	-11.4K	-3.16%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.77%	349.98K	132.62M	-13.31K	-3.66%
Sep 30, 2025	UBS GROUP AG	0.87%	396.76K	150.35M	-29.01K	-6.81%
Sep 30, 2025	MORGAN STANLEY	2.89%	1.31M	496.45M	25.22K	+1.96%
Sep 30, 2025	BLACKROCK, INC.	3.05%	1.38M	524.03M	182.14K	+15.17%
Sep 30, 2025	SCS CAPITAL MANAGEMENT LLC	4.11%	1.87M	707.26M	-9.16K	-0.49%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.44%	654.94K	248.18M	-48.33K	-6.87%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.14%	74.33K	26.09M	-29.68K	-28.54%
Jun 30, 2025	GALLAGHER FIDUCIARY ADVISORS, LLC	1.8%	988.2K	123.85K	985.11K	+31,808.40%
Jun 30, 2025	BLACKROCK, INC.	2.19%	1.2M	421.46M	283.98K	+30.98%
Jun 30, 2025	NORTHERN TRUST CORP	1.91%	1.05M	368.87M	-81.43K	-7.19%
Jun 30, 2025	SENTINEL TRUST CO LBA	0.45%	247.16K	86.75M	-5.72K	-2.26%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.27%	150.68K	52.89M	1.87K	+1.26%
Jun 30, 2025	IEQ CAPITAL, LLC	0.27%	149.33K	52.41M	30.33K	+25.49%
Jun 30, 2025	STEPHENS INC /AR/	0.26%	140.37K	49.27M	2.49K	+1.81%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.21%	115.07K	38.71M	-5.93K	-4.90%
Jun 30, 2025	LIDO ADVISORS, LLC	0.55%	300.77K	105.57M	6.61K	+2.25%
Jun 30, 2025	TLWM	0.54%	294.02K	103.2M	-1.42K	-0.48%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.43%	234.38K	82.27M	22.64K	+10.69%
Jun 30, 2025	PROFICIO CAPITAL PARTNERS LLC	0.28%	153.37K	53.83M	-1.31K	-0.85%
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.26%	140.12K	49.18M	-14.72K	-9.51%
Jun 30, 2025	WALDRON PRIVATE WEALTH LLC	0.17%	92.58K	32.49M	493	+0.54%
Jun 30, 2025	MARINER, LLC	0.17%	92.46K	32.45M	3.15K	+3.53%
Jun 30, 2025	BRIGHTON JONES LLC	0.15%	83.35K	29.26M	1.22K	+1.48%
Jun 30, 2025	HB WEALTH MANAGEMENT, LLC	0.15%	82.5K	28.96M	102	+0.12%
Jun 30, 2025	GREAT DIAMOND PARTNERS, LLC	0.14%	78.28K	27.48M	728	+0.94%
Jun 30, 2025	UNC MANAGEMENT COMPANY, INC.	1.05%	578.64K	203.1M	1.51K	+0.26%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.82%	450.54K	158.22M	61.98K	+15.95%
Jun 30, 2025	UBS GROUP AG	0.77%	425.78K	149.45M	-12.55K	-2.86%
Jun 30, 2025	COLONY GROUP, LLC	0.66%	365.1K	128.15M	418	+0.11%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.66%	363.29K	127.51M	44.22K	+13.86%
Jun 30, 2025	PITCAIRN CO	0.66%	362.14K	127.11M	-174.83K	-32.56%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.63%	347.72K	122.05M	14.28K	+4.28%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.41%	226.27K	79.42M	-72.75K	-24.33%
Jun 30, 2025	BLAIR WILLIAM & CO/IL	0.36%	198.41K	69.64M	-955	-0.48%
Jun 30, 2025	CALAMOS WEALTH MANAGEMENT LLC	0.32%	177.99K	62.48M	-11.95K	-6.29%
Jun 30, 2025	FFT WEALTH MANAGEMENT LLC	0.25%	136.01K	48.83M	6.43K	+4.96%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.25%	135.9K	47.7M	1.86K	+1.39%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.24%	130.65K	45.86M	29.68K	+29.40%
Jun 30, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.24%	130.3K	45.74M	7	+0.01%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.19%	102.25K	35.89M	-18.63K	-15.41%
Jun 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.12%	67.89K	23.83M	-50	-0.07%
Jun 30, 2025	STRATEGIC INVESTMENT MANAGEMENT, LLC	0.12%	64.19K	22.53M	-58.01K	-47.47%
Jun 30, 2025	STAIRWAY PARTNERS, LLC	0.11%	63.14K	22.16M	-1.92K	-2.96%
Jun 30, 2025	TRAJAN WEALTH LLC	0.11%	62.6K	21.97M	-8.35K	-11.77%
Jun 30, 2025	TRUEPOINT, INC.	0.11%	59.86K	21.01M	-21	-0.04%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	58.46K	20.87M	-953	-1.60%
Jun 30, 2025	DIVERSIFIED PORTFOLIOS, INC.	0.11%	57.83K	20.3M	4.06K	+7.54%
Jun 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.11%	57.73K	20.26M	-3.79K	-6.16%
Jun 30, 2025	COMPASS FINANCIAL GROUP, INC.	0.1%	57.04K	20.02M	-149	-0.26%
Jun 30, 2025	WHITTIER TRUST CO OF NEVADA INC	0.1%	55.59K	19.51M	-1K	-1.77%
Jun 30, 2025	STRATEGIC EQUITY MANAGEMENT	0.1%	55.17K	19.36M	2.58K	+4.91%
Jun 30, 2025	WEALTHSTREAM ADVISORS, INC.	0.1%	53.88K	18.91M	0	0
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.1%	53.16K	18.66M	-4.8K	-8.28%
Jun 30, 2025	CERITY PARTNERS LLC	0.09%	51.68K	18.14M	-4.91K	-8.67%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.4%	217.59K	28.9M	-37.82K	-14.81%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	101.28K	35.55M	-18.67K	-15.56%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.18%	96.57K	33.73M	11.48K	+13.49%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.17%	96.1K	33.73M	1.53K	+1.62%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.17%	95.53K	33.53M	-6	-0.01%
Jun 30, 2025	HANTZ FINANCIAL SERVICES, INC.	0.17%	90.89K	31.9M	-4.02K	-4.23%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.16%	87.41K	30.68M	-164	-0.19%
Jun 30, 2025	ROYAL BANK OF CANADA	0.16%	85.52K	30.02M	5.98K	+7.51%
Jun 30, 2025		0.15%	84.04K	29.5M	-3.56K	-4.07%
Jun 30, 2025	JPMORGAN CHASE & CO	0.98%	535.96K	188.12M	-39.23K	-6.82%
Jun 30, 2025	LPL FINANCIAL LLC	0.91%	500.57K	175.7M	-1.09K	-0.22%
Jun 30, 2025	BROOKLYN FI, LLC	0.14%	77.29K	27.13M	1.3K	+1.70%
Jun 30, 2025	TANGLEWOOD WEALTH MANAGEMENT, INC.	0.14%	75.46K	26.49M	-14.55K	-16.16%
Jun 30, 2025	PORTFOLIO STRATEGIES, INC.	0.14%	75.08K	26.33M	-12.27K	-14.05%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.28%	703.27K	246.85M	-91.21K	-11.48%
Jun 30, 2025	DAVIS R M INC	0.29%	159.61K	56.02M	133	+0.08%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.28%	155.75K	54.67M	-436	-0.28%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.28%	151.86K	53.3M	10.01K	+7.06%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.22%	121.38K	42.6M	2.67K	+2.25%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.19%	104.08K	36.53M	3.7K	+3.68%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.48%	264.56K	92.86M	-7.33K	-2.70%
Jun 30, 2025	FAMILY FIRM, INC.	0.34%	184.42K	64.73M	-9.44K	-4.87%
Jun 30, 2025	BRICKTOWN CAPITAL, LLC	0.32%	178.52K	62.66M	35.4K	+24.73%
Jun 30, 2025	WIND RIVER TRUST CO	0.23%	124.69K	43.77M	0	0
Jun 30, 2025	BANK OF NOVA SCOTIA	0.29%	159.7K	56.05M	0	0
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	3.41%	1.88M	658.33M	-27.19K	-1.43%
Jun 30, 2025	FMR LLC	0.51%	281.45K	98.79M	58.99K	+26.51%
Jun 30, 2025	EVENSKY & KATZ LLC	0.66%	360.84K	126.66M	-4.36K	-1.19%
Jun 30, 2025	BESSEMER GROUP INC	0.3%	165.83K	58.21M	-17	-0.01%
Jun 30, 2025	COMMERCE BANK	0.3%	164.46K	57.73M	-425	-0.26%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.55%	304.11K	106.74M	-4.55K	-1.47%
Jun 30, 2025	GM ADVISORY GROUP, INC.	0.32%	177.73K	62.38M	-3.04K	-1.68%
Jun 30, 2025	BALLENTINE PARTNERS, LLC	0.3%	166.89K	58.58M	1.26K	+0.76%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	2.96%	1.63M	571.54B	710.12K	+77.34%
Jun 30, 2025	MORGAN STANLEY	2.34%	1.28M	450.99B	124.21K	+10.70%
Mar 31, 2025	TLWM	0.54%	295.44K	93.84M	1.05K	+0.36%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.49%	271.89K	86.36M	-38.38K	-12.37%
Mar 31, 2025	BESSEMER GROUP INC	0.3%	165.85K	52.68M	0	0
Mar 31, 2025	DAVIS R M INC	0.29%	159.48K	50.66M	0	0
Mar 31, 2025	WAVERLY ADVISORS, LLC	0.28%	156.19K	49.61M	3.95K	+2.60%
Mar 31, 2025	PROFICIO CAPITAL PARTNERS LLC	0.28%	154.68K	49.31M	-16.46K	-9.62%
Mar 31, 2025	IEQ CAPITAL, LLC	0.22%	119K	37.8M	32.49K	+37.56%
Mar 31, 2025	SCS CAPITAL MANAGEMENT LLC	3.46%	1.9M	604.39M	157.44K	+9.02%
Mar 31, 2025	NORTHERN TRUST CORP	2.06%	1.13M	359.68M	-21.51K	-1.86%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.67%	918.2K	291.66M	289.58K	+46.07%
Mar 31, 2025	BLACKROCK, INC.	1.67%	916.76K	291.2M	124.6K	+15.73%
Mar 31, 2025	FFT WEALTH MANAGEMENT LLC	0.24%	129.58K	41.16M	-12.73K	-8.95%
Mar 31, 2025	JPMORGAN CHASE & CO	1.05%	575.19K	182.7M	-28.79K	-4.77%
Mar 31, 2025	MORGAN STANLEY	2.11%	1.16M	368.67M	24.15K	+2.12%
Mar 31, 2025	WIND RIVER TRUST CO	0.23%	124.69K	39.61M	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	119.95K	38.1M	9.2K	+8.31%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.22%	120.88K	38.4M	16.31K	+15.59%
Mar 31, 2025	SENTINEL TRUST CO LBA	0.46%	252.87K	80.32M	-54.15K	-17.64%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.46%	255.41K	81.13M	9.38K	+3.81%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	121K	38.45M	5.2K	+4.49%
Mar 31, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.24%	130.3K	41.39M	2.36K	+1.85%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.24%	134.03K	42.57M	14.41K	+12.04%
Mar 31, 2025	STEPHENS INC /AR/	0.25%	137.88K	43.8M	-25.16K	-15.43%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	141.85K	45.06M	20.18K	+16.59%
Mar 31, 2025	BRICKTOWN CAPITAL, LLC	0.26%	143.12K	45.46M	143.12K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.27%	148.81K	47.27M	-49.1K	-24.81%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.45%	794.48K	252.36M	-224.23K	-22.01%
Mar 31, 2025	LIDO ADVISORS, LLC	0.54%	294.16K	93.44M	27.21K	+10.19%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.54%	299.03K	94.98M	61.72K	+26.01%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.56%	308.66K	98.04M	-4.57K	-1.46%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.58%	319.07K	101.35M	10.27K	+3.33%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.61%	333.44K	105.91M	13.76K	+4.30%
Mar 31, 2025	COLONY GROUP, LLC	0.66%	364.68K	115.84M	-6.35K	-1.71%
Mar 31, 2025	BALLENTINE PARTNERS, LLC	0.3%	165.63K	52.61M	-2.81K	-1.67%
Mar 31, 2025	GM ADVISORY GROUP, INC.	0.33%	180.76K	57.42M	-2.83K	-1.54%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	0.36%	199.36K	63.33M	-181	-0.09%
Mar 31, 2025	EVENSKY & KATZ LLC	0.66%	365.2K	116M	-13.57K	-3.58%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.71%	388.56K	123.42M	-62.99K	-13.95%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.39%	211.74K	67.26M	8.01K	+3.93%
Mar 31, 2025	UBS GROUP AG	0.8%	438.33K	139.23M	-4.77K	-1.08%
Mar 31, 2025	LPL FINANCIAL LLC	0.91%	501.66K	159.35M	6.13K	+1.24%
Mar 31, 2025	PITCAIRN CO	0.98%	536.97K	170.56M	-14.62K	-2.65%
Mar 31, 2025	UNC MANAGEMENT COMPANY, INC.	1.05%	577.13K	183.32M	1.49K	+0.26%
Mar 31, 2025	STRATEGIC INVESTMENT MANAGEMENT, LLC	0.22%	122.2K	38.82M	-11.06K	-8.30%
Mar 31, 2025	ALPHACORE CAPITAL LLC	0.28%	154.84K	49.18M	15.42K	+11.06%
Mar 31, 2025	BANK OF NOVA SCOTIA	0.29%	159.7K	50.73M	0	0
Mar 31, 2025	COMMERCE BANK	0.3%	164.88K	52.37M	6.63K	+4.19%
Mar 31, 2025	CALAMOS WEALTH MANAGEMENT LLC	0.35%	189.95K	60.33M	22.25K	+13.27%
Mar 31, 2025	FAMILY FIRM, INC.	0.35%	193.86K	61.58M	-2.9K	-1.47%
Mar 31, 2025	FMR LLC	0.4%	222.47K	70.66M	157.14K	+240.57%
Mar 31, 2024	IEQ CAPITAL, LLC	0.15%	84.63K	25.4M	1.43K	+1.72%
Mar 31, 2024	WIND RIVER TRUST CO	0.23%	124.69K	37.42M	0	0
Mar 31, 2024	FRANKLIN RESOURCES INC	0.26%	144.79K	43.45M	1.53K	+1.06%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.58%	317.29K	95.23M	7.46K	+2.41%
Mar 31, 2024	UNC MANAGEMENT COMPANY, INC.	0.73%	401.15K	120.38M	401.15K	+100.00%
Mar 31, 2024	EVENSKY & KATZ LLC	0.74%	403.99K	121.23M	-13.43K	-3.22%
Mar 31, 2024	LPL FINANCIAL LLC	0.8%	439.84K	131.99M	-3.24K	-0.73%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.86%	470.02K	141.01M	-7.39K	-1.55%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.28%	155.03K	46.52M	-32.05K	-17.13%
Mar 31, 2024	CALAMOS WEALTH MANAGEMENT LLC	0.28%	155.51K	46.67M	-1.39K	-0.88%
Mar 31, 2024	TIAA TRUST, NATIONAL ASSOCIATION	0.29%	157.09K	47.14M	-954	-0.60%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.29%	157.63K	47.3M	-50.32K	-24.20%
Mar 31, 2024	COMMERCE BANK	0.29%	158.62K	47.6M	10.07K	+6.78%
Mar 31, 2024	GM ADVISORY GROUP, INC.	0.3%	167.25K	50.19M	6.12K	+3.80%
Mar 31, 2024	WAVERLY ADVISORS, LLC	0.34%	189.49K	56.86M	96.29K	+103.31%
Mar 31, 2024	ALPHACORE CAPITAL LLC	0.35%	190.7K	57.23M	-1.13K	-0.59%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.36%	195.12K	58.55M	2.06K	+1.07%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.36%	200.21K	60.08M	-7.92K	-3.81%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.37%	205.34K	61.62M	34.2K	+19.99%
Mar 31, 2024	FAMILY FIRM, INC.	0.38%	207.02K	62.12M	-8.43K	-3.91%
Mar 31, 2024	PEGASUS PARTNERS LTD.	0.45%	245.79K	73.76M	1.8K	+0.74%
Mar 31, 2024	SENTINEL TRUST CO LBA	0.51%	278.83K	83.67M	12.58K	+4.72%
Mar 31, 2024	UBS GROUP AG	0.82%	452.01K	135.64M	-5.03K	-1.10%
Mar 31, 2024	PITCAIRN CO	0.97%	534.12K	160.28M	-7.67K	-1.42%
Mar 31, 2024	JPMORGAN CHASE & CO	1.14%	624.03K	187.26M	-322.48K	-34.07%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.2%	658.19K	197.51M	-85.69K	-11.52%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.33%	728.09K	218.49M	-11.86K	-1.60%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.7%	932.8K	279.91M	-20.19K	-2.12%
Mar 31, 2024	BLACKROCK INC.	1.74%	957.96K	287.46M	224.09K	+30.54%
Mar 31, 2024	NORTHERN TRUST CORP	1.93%	1.06M	317.64M	-64.17K	-5.72%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.19%	105.35K	31.62M	-6.8K	-6.06%
Mar 31, 2024	TANGLEWOOD WEALTH MANAGEMENT, INC.	0.19%	107K	32.11M	-6.65K	-5.85%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.2%	110.46K	33.15M	-10.17K	-8.43%
Mar 31, 2024	CERITY PARTNERS LLC	0.22%	121.24K	36.38M	66.23K	+120.39%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.22%	122.85K	36.91M	-775	-0.63%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	123.57K	37.08M	123.57K	+100.00%
Mar 31, 2024	MILL CREEK CAPITAL ADVISORS, LLC	0.23%	123.99K	37.21M	-1.95K	-1.55%
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	0.23%	124.1K	37.24M	-67	-0.05%
Mar 31, 2024	STEPHENS INC /AR/	0.28%	154.72K	46.43M	5.47K	+3.67%
Mar 31, 2024	BANK OF NOVA SCOTIA	0.29%	159.7K	47.92M	159.7K	+100.00%
Mar 31, 2024	BALLENTINE PARTNERS, LLC	0.31%	170.15K	51.06M	2.73K	+1.63%
Mar 31, 2024	BESSEMER GROUP INC	0.32%	173.39K	52.03M	-308	-0.18%
Mar 31, 2024	PROFICIO CAPITAL PARTNERS LLC	0.32%	176.76K	52.04M	2.63K	+1.51%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.33%	180.17K	54.44M	-11.71K	-6.10%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.33%	182.26K	54.69M	-29.58K	-13.96%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.53%	292.64K	87.81M	18.66K	+6.81%
Mar 31, 2024	COLONY GROUP, LLC	0.55%	302.78K	90.86M	12.41K	+4.28%
Mar 31, 2024	DAVIS R M INC	0.29%	160.27K	48.09M	-800	-0.50%
Mar 31, 2024	TLWM	0.52%	287.61K	86.3M	-10.26K	-3.44%
Mar 31, 2024	MORGAN STANLEY	2.22%	1.22M	365.52M	-43.93K	-3.48%
Mar 31, 2024	SCS CAPITAL MANAGEMENT LLC	3.77%	2.07M	621.37M	-34.66K	-1.65%
Mar 31, 2024	FIFTH THIRD BANCORP	0.15%	81.42K	24.43M	183	+0.23%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	0.15%	82.42K	24.73M	3.91K	+4.98%
Mar 31, 2024	HB WEALTH MANAGEMENT, LLC	0.16%	85.35K	25.61M	374	+0.44%
Mar 31, 2024	BRIGHTON JONES LLC	0.16%	87.06K	26.12M	-612	-0.70%
Mar 31, 2024	CLEARSTEAD ADVISORS, LLC	0.16%	89.68K	26.7M	7	+0.01%
Mar 31, 2024	US BANCORP \DE\	0.17%	91.23K	27.38M	-576	-0.63%
Mar 31, 2024	GREAT DIAMOND PARTNERS, LLC	0.17%	92.53K	27.76M	1.83K	+2.01%
Mar 31, 2024	WALDRON PRIVATE WEALTH LLC	0.18%	97.37K	29.22M	-1.13K	-1.15%
Mar 31, 2024	GEORGETOWN UNIVERSITY	0.18%	100.09K	30.04M	251	+0.25%
Mar 31, 2024	CAPROCK GROUP, LLC	0.18%	101.12K	30.35M	0	0
Mar 31, 2024	HANTZ FINANCIAL SERVICES, INC.	0.19%	104.69K	31.42M	-6.28K	-5.66%
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0.22%	120.63K	33.02M	-18.36K	-13.21%
Dec 31, 2023	TANGLEWOOD WEALTH MANAGEMENT, INC.	0.21%	113.65K	31.11M	34.16K	+42.97%
Dec 31, 2023	ROYAL BANK OF CANADA	0.21%	113.2K	30.99M	23.38K	+26.03%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.2%	112.15K	30.7M	-32.12K	-22.27%
Dec 31, 2023	SCS CAPITAL MANAGEMENT LLC	3.83%	2.11M	576.31M	-57.33K	-2.65%
Dec 31, 2023	MORGAN STANLEY	2.3%	1.26M	345.46M	39.72K	+3.25%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.34%	187.09K	51.21M	-4.69K	-2.44%
Dec 31, 2023	NORTHERN TRUST CORP	2.04%	1.12M	307.33M	63.24K	+5.97%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.73%	952.99K	260.87M	-3.91K	-0.41%
Dec 31, 2023	JPMORGAN CHASE & CO	1.72%	946.52K	259.1M	686.34K	+263.79%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	1.35%	743.88K	203.63M	25.35K	+3.53%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.35%	739.95K	202.56M	3.58K	+0.49%
Dec 31, 2023	BLACKROCK INC.	1.34%	733.86K	200.89M	176.99K	+31.78%
Dec 31, 2023	PITCAIRN CO	0.99%	541.78K	148.31M	621	+0.11%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.87%	477.41K	130.68M	-27.15K	-5.38%
Dec 31, 2023	FFT WEALTH MANAGEMENT LLC	0.84%	461.45K	126.32M	34.28K	+8.02%
Dec 31, 2023	UBS GROUP AG	0.83%	457.04K	125.11M	-33.95K	-6.92%
Dec 31, 2023	LPL FINANCIAL LLC	0.81%	443.08K	121.29M	6.89K	+1.58%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.39%	211.84K	57.99M	9.16K	+4.52%
Dec 31, 2023	FAMILY FIRM, INC.	0.39%	215.44K	58.98M	-3.56K	-1.62%
Dec 31, 2023	EVENSKY & KATZ LLC	0.76%	417.41K	114.26M	-3.15K	-0.75%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.56%	309.83K	84.79M	98.44K	+46.57%
Dec 31, 2023	LGL PARTNERS, LLC	0.55%	304.42K	83.33M	2.42K	+0.80%
Dec 31, 2023	TLWM	0.54%	297.87K	81.54M	9.47K	+3.28%
Dec 31, 2023	PROFICIO CAPITAL PARTNERS LLC	0.32%	174.13K	47.67M	-334	-0.19%
Dec 31, 2023	PEGASUS PARTNERS LTD.	0.44%	244K	66.79M	5.48K	+2.30%
Dec 31, 2023	SENTINEL TRUST CO LBA	0.48%	266.25K	72.88M	2.55K	+0.97%
Dec 31, 2023	KEYBANK NATIONAL ASSOCIATION/OH	0.54%	294.44K	80.6B	8.33K	+2.91%
Dec 31, 2023		0.29%	158.04K	43.26M	-5.2K	-3.19%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.5%	273.97K	75M	-11.13K	-3.90%
Dec 31, 2023	ALPHACORE CAPITAL LLC	0.35%	191.83K	52.51M	16.54K	+9.44%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.35%	191.88K	52.53M	-464	-0.24%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.35%	193.06K	52.85M	-341.88K	-63.91%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.38%	207.96K	56.93M	1.76K	+0.85%
Dec 31, 2023	BLAIR WILLIAM & CO/IL	0.38%	208.13K	56.97M	16.32K	+8.51%
Dec 31, 2023	BESSEMER GROUP INC	0.32%	173.7K	47.55M	0	0
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.31%	171.14K	46.85M	-3.74K	-2.14%
Dec 31, 2023	BALLENTINE PARTNERS, LLC	0.3%	167.42K	45.83M	-2.67K	-1.57%
Dec 31, 2023	GM ADVISORY GROUP, INC.	0.29%	161.13K	44.11M	6.91K	+4.48%
Dec 31, 2023	DAVIS R M INC	0.29%	161.07K	44.09M	-260	-0.16%
Dec 31, 2023	CALAMOS WEALTH MANAGEMENT LLC	0.29%	156.9K	42.95M	1.79K	+1.15%
Dec 31, 2023	STEPHENS INC /AR/	0.27%	149.25K	40.85M	3.53K	+2.42%
Dec 31, 2023	COMMERCE BANK	0.27%	148.55K	40.66M	-250	-0.17%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.26%	143.26K	39.22M	4.38K	+3.15%
Dec 31, 2023	MILL CREEK CAPITAL ADVISORS, LLC	0.23%	125.94K	34.48M	678	+0.54%
Dec 31, 2023	WIND RIVER TRUST CO	0.23%	124.69K	34.13M	0	0
Dec 31, 2023	JONES FINANCIAL COMPANIES LLLP	0.23%	124.16K	33.99M	-3.98K	-3.10%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.23%	123.62K	34.01M	-1.43K	-1.14%
Dec 31, 2023	PORTFOLIO STRATEGIES, INC.	0.22%	121.84K	33.76M	-1.02K	-0.83%

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