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

Who are the major shareholders selling iShares Short-Term National Muni Bond ETF stock?

BANK OF NEW YORK MELLON CORP, in the last quarter, reduced its stake in SUB by -4.15% restricting it's holding to 4.93 million shares of worth nearly $525.34M. DGS CAPITAL MANAGEMENT, LLC also lessened -2.09% of the SUB shares from its portfolio, reducing its holding to 330.17 thousand shares of worth $35.16M. HIGHTOWER ADVISORS, LLC also shunned SUB shares holding by -15.23% last quarter which brought its holding to 421.24 thousand shares worth $44.86M.

Investors who are buying SUB stock?

As per its latest 13F filing, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO increased its stake in SUB by 11.11% in the last quarter. The institutional holder raised its holding to 1.54 million shares having worth more than $164.28M. SEI INVESTMENTS CO also added 2.23% more shares of SUB to its portfolio, raising its holding to 2.86 million shares of worth $304.61M. CREATIVE PLANNING also increased its SUB shares holding by 3.25% which brought its holding to 2.9 million shares worth $309.37M.

SUB's major insiders: who are they?

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

Did an insider recently sell SUB stock?

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

Which insider recently purchased SUB stock?

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

How much of SUB does insiders own?

Around 0 iShares Short-Term National Muni Bond ETF shares are held by insiders, which represents about N/A of SUB stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SUB?

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO is the largest institutional owner in SUB which holds 1.54 million shares worth $164.28M or 1.5% of the total SUB shares outstanding followed by SEI INVESTMENTS CO with ownership of 2.86 million shares representing 2.79% of the SUB ownership. CREATIVE PLANNING is the third largest stakeholder with 2.9 million shares or 2.83% of the ownership worth more than $309.37M.

Is iShares Short-Term National Muni 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 SUB is concerned, it is a stock which is not optionable.

Is there a short position on SUB's shares?

Number of SUB 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 SUB shares are there?

As of today, null shares of SUB are outstanding.

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

SUB 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 SUB is null.

iShares Short-Term National Muni Bond ETF (SUB) 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

OptionableNo

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. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO is the top corporate investor, holding 1.54M shares valued at $164.28M. A 1.5% stake in iShares Short-Term National Muni Bond ETF is owned by the company. SEI INVESTMENTS CO owns 2.86M shares valued at $304.61M, which translates its holding of 2.79% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.5%	1.54M	164.28M	154.19K	+11.11%
Mar 31, 2026	SEI INVESTMENTS CO	2.79%	2.86M	304.61M	62.3K	+2.23%
Mar 31, 2026	CREATIVE PLANNING	2.83%	2.9M	309.37M	91.41K	+3.25%
Mar 31, 2026	UBS GROUP AG	2.84%	2.91M	310.42M	1.74M	+147.20%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	4.81%	4.93M	525.34M	-213.83K	-4.15%
Mar 31, 2026	RITHOLTZ WEALTH MANAGEMENT	0.26%	271.26K	28.89M	9.83K	+3.76%
Mar 31, 2026		0.27%	276.66K	29.46M	857	+0.31%
Mar 31, 2026	DGS CAPITAL MANAGEMENT, LLC	0.32%	330.17K	35.16M	-7.05K	-2.09%
Mar 31, 2026	WIT, LLC	0.41%	418.59K	44.58M	0	0
Mar 31, 2026	APELLA CAPITAL, LLC	0.41%	418.48K	44.66M	7.42K	+1.80%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.41%	421.24K	44.86M	-75.67K	-15.23%
Mar 31, 2026	FRANKLIN RESOURCES INC	1.25%	1.28M	136.43M	10.96K	+0.86%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.19%	197.81K	20.64M	-66.84K	-25.26%
Mar 31, 2026	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.22%	222.27K	23.67M	63.08K	+39.62%
Mar 31, 2026	LVW ADVISORS, LLC	0.22%	230.34K	24.53M	12.69K	+5.83%
Mar 31, 2026	FIFTH THIRD BANCORP	0.23%	231.38K	24.64M	228.78K	+8,799.23%
Mar 31, 2026	FREESTONE CAPITAL HOLDINGS, LLC	0.23%	233.9K	24.91M	33.34K	+16.63%
Mar 31, 2026	GLENVIEW TRUST CO	0.26%	263.16K	28.03M	132.5K	+101.40%
Mar 31, 2026	CRESTWOOD ADVISORS GROUP LLC	0.42%	434.11K	46.23M	-73.89K	-14.55%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.43%	443.72K	47.26M	89.64K	+25.31%
Mar 31, 2026	TRUEPOINT, INC.	0.44%	448.77K	47.79M	23.08K	+5.42%
Mar 31, 2026	JPMORGAN CHASE & CO	0.59%	603.57K	64.26M	-37.09K	-5.79%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.24%	241.51K	25.72M	83.03K	+52.39%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.25%	251.63K	26.8M	6.28K	+2.56%
Mar 31, 2026	BEAR MOUNTAIN CAPITAL, INC.	0.25%	258.96K	27.64M	258.96K	+100.00%
Mar 31, 2026	CAHABA WEALTH MANAGEMENT, INC.	0.25%	259.11K	27.6M	-2.44K	-0.93%
Mar 31, 2026	CERITY PARTNERS LLC	0.5%	518.24K	55.19M	41.15K	+8.63%
Mar 31, 2026	MODERA WEALTH MANAGEMENT, LLC	0.27%	275.4K	29.33M	22.78K	+9.02%
Mar 31, 2026	RMR WEALTH BUILDERS	0.29%	294.64K	31.38M	6.6K	+2.29%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.3%	308.23K	32.83M	15.28K	+5.22%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.32%	327.56K	34.88M	67.26K	+25.84%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.36%	366.91K	39.08M	17.27K	+4.94%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.36%	372.81K	39.7M	259.04K	+227.70%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.38%	385.22K	41.03M	40.38K	+11.71%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.39%	404.44K	43.07M	-21.89K	-5.13%
Mar 31, 2026	US BANCORP \DE\	0.46%	476.77K	50.78M	-53.64K	-10.11%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.53%	540.11K	57.52M	-74.48K	-12.12%
Mar 31, 2026	ROYAL BANK OF CANADA	0.57%	587.36K	62.55M	46.38K	+8.57%
Mar 31, 2026	COLONY GROUP, LLC	0.58%	593.55K	63.97M	45.93K	+8.39%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.62%	632.78K	67.39M	-29.84K	-4.50%
Mar 31, 2026	NISA INVESTMENT ADVISORS, LLC	0.66%	679.49K	72.37M	4.68K	+0.69%
Mar 31, 2026	HERITAGE INVESTMENT GROUP, INC.	0.53%	541.01K	57.62M	16.79K	+3.20%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.58%	596.5K	63.53M	-4.24K	-0.71%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.62%	634.19K	67.54M	112.52K	+21.57%
Mar 31, 2026	SALOMON & LUDWIN, LLC	0.69%	711.09K	76.31M	47.83K	+7.21%
Mar 31, 2026	WILLIS JOHNSON & ASSOCIATES, INC.	0.28%	283.04K	30.14M	-4.77K	-1.66%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.29%	298.81K	31.82M	-16.83K	-5.33%
Mar 31, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	0.8%	817.91K	87.11M	817.91K	+100.00%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.02%	1.05M	111.71M	22.36K	+2.18%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	1.26%	1.3M	138.1M	44.29K	+3.54%
Mar 31, 2026	MORGAN STANLEY	5.76%	5.92M	630.12M	242.8K	+4.28%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	8.96%	9.2M	979.44M	707.34K	+8.33%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	10.26%	10.53M	1.12B	2.21M	+26.51%
Mar 31, 2026	CITIZENS FINANCIAL GROUP INC/RI	0.25%	259.35K	27.62M	-3.15K	-1.20%
Mar 31, 2026	OLD NATIONAL BANCORP /IN/	0.26%	262.35K	27.94M	-19.23K	-6.83%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.84%	861.39K	91.74M	166.91K	+24.03%
Mar 31, 2026	MARINER, LLC	0.86%	883.81K	94.13M	9.9K	+1.13%
Mar 31, 2026	LPL FINANCIAL LLC	1.01%	1.04M	110.46M	3.73K	+0.36%
Mar 31, 2026	ALLSTATE CORP	1.02%	1.05M	111.57M	-500.16K	-32.32%
Mar 31, 2026	CITIGROUP INC	1.42%	1.45M	154.85M	61.2K	+4.39%
Dec 31, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.27%	262.5K	28.01M	-750	-0.28%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	1.25%	1.25M	133.63M	27.84K	+2.27%
Dec 31, 2025	RMR WEALTH BUILDERS	0.3%	288.04K	30.73M	16.73K	+6.17%
Dec 31, 2025	DGS CAPITAL MANAGEMENT, LLC	0.34%	337.22K	35.98M	25.07K	+8.03%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.35%	354.08K	37.78M	-8.19K	-2.26%
Dec 31, 2025	TRUEPOINT, INC.	0.42%	425.68K	45.42M	12.65K	+3.06%
Dec 31, 2025	CERITY PARTNERS LLC	0.48%	477.09K	50.91M	50.22K	+11.76%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.51%	496.91K	53.02M	20K	+4.19%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.52%	521.67K	55.66M	7.9K	+1.54%
Dec 31, 2025	CRESTWOOD ADVISORS GROUP LLC	0.52%	508K	54.2M	45.91K	+9.93%
Dec 31, 2025	HERITAGE INVESTMENT GROUP, INC.	0.54%	524.22K	55.93M	31.01K	+6.29%
Dec 31, 2025	ROYAL BANK OF CANADA	0.54%	540.98K	57.72M	19.32K	+3.70%
Dec 31, 2025	US BANCORP \DE\	0.55%	530.41K	56.59M	-8.55K	-1.59%
Dec 31, 2025	COLONY GROUP, LLC	0.55%	547.62K	58.43M	31.82K	+6.17%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.61%	614.59K	65.58M	4.88K	+0.80%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.62%	600.74K	64.1M	9.65K	+1.63%
Dec 31, 2025	JPMORGAN CHASE & CO	0.66%	640.66K	68.36M	5.9K	+0.93%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.66%	662.63K	70.7M	52.82K	+8.66%
Dec 31, 2025	NISA INVESTMENT ADVISORS, LLC	0.67%	674.82K	72M	32.17K	+5.01%
Dec 31, 2025	SALOMON & LUDWIN, LLC	0.68%	663.26K	70.85M	27.35K	+4.30%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.69%	694.49K	74.1M	25.07K	+3.75%
Dec 31, 2025	MARINER, LLC	0.87%	873.91K	93.25M	36.09K	+4.31%
Dec 31, 2025	LPL FINANCIAL LLC	1.03%	1.03M	110.27M	105.12K	+11.32%
Dec 31, 2025	UBS GROUP AG	1.18%	1.18M	125.81M	64.72K	+5.81%
Dec 31, 2025	FRANKLIN RESOURCES INC	1.26%	1.27M	135.52M	14.45K	+1.15%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	1.28%	1.29M	137.36M	-141.71K	-9.92%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.38%	1.39M	148.14M	65.45K	+4.95%
Dec 31, 2025	CITIGROUP INC	1.39%	1.39M	148.61M	149.91K	+12.06%
Dec 31, 2025	ALLSTATE CORP	1.54%	1.55M	165.14M	1.5M	+3,158.41%
Dec 31, 2025	MEMBERS TRUST CO	0.18%	179.79K	19.18M	-853	-0.47%
Dec 31, 2025		0.49%	486.88K	270.64K	486.88K	+100.00%
Dec 31, 2025	SEI INVESTMENTS CO	2.79%	2.8M	298.53M	43.19K	+1.57%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	5.13%	5.15M	549.15M	-163.07K	-3.07%
Dec 31, 2025	MORGAN STANLEY	5.66%	5.67M	605.4M	-818.45K	-12.61%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	8.3%	8.33M	888.42M	796.58K	+10.58%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	8.46%	8.49M	905.81M	723.15K	+9.31%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.22%	225.67K	24.08M	4.62K	+2.09%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.24%	245.35K	26.18B	245.35K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.26%	260.3K	27.77M	9.38K	+3.74%
Dec 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.26%	252.62K	26.95M	7.58K	+3.09%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	262.29K	27.99M	-16.27K	-5.84%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	292.95K	31.26M	20.61K	+7.57%
Dec 31, 2025	WIT, LLC	0.42%	418.59K	44.66M	0	0
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.02%	1.03M	109.55M	6.23K	+0.61%
Dec 31, 2025	CREATIVE PLANNING	2.8%	2.81M	300.19M	59.95K	+2.18%
Dec 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0.27%	261.43K	27.89M	2.34K	+0.90%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.27%	264.65K	28.29M	22.78K	+9.42%
Dec 31, 2025	OLD NATIONAL BANCORP /IN/	0.29%	281.59K	30.05M	-81.22K	-22.39%
Dec 31, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.3%	287.81K	30.71M	2.22K	+0.78%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.31%	315.64K	33.68M	-11.44K	-3.50%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.34%	344.84K	36.79M	3.15K	+0.92%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.35%	349.65K	37.31M	28.14K	+8.75%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.42%	426.33K	45.49M	-2.36K	-0.55%
Dec 31, 2025	APELLA CAPITAL, LLC	0.42%	411.06K	43.86M	13.39K	+3.37%
Dec 31, 2025	CAHABA WEALTH MANAGEMENT, INC.	0.27%	261.55K	27.91M	15.28K	+6.20%
Dec 31, 2025	BETTERMENT LLC	0.2%	199.42K	21.28M	-6.32K	-3.07%
Dec 31, 2025	MATHER GROUP, LLC.	0.2%	193.93K	20.69M	9.43K	+5.11%
Dec 31, 2025	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.2%	195.89K	20.9M	-944	-0.48%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	0.2%	197.31K	21.05M	7.12K	+3.74%
Dec 31, 2025	BAILARD, INC.	0.21%	199.53K	21.29M	77.24K	+63.16%
Dec 31, 2025	FREESTONE CAPITAL HOLDINGS, LLC	0.21%	200.56K	21.4M	40.06K	+24.96%
Dec 31, 2025	LVW ADVISORS, LLC	0.22%	217.65K	23.22M	1.55K	+0.72%
Sep 30, 2025	ALESCO ADVISORS LLC	0.17%	164.69K	17.59M	4.7K	+2.94%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.35%	327.09K	34.93M	-18.71K	-5.41%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.36%	341.69K	36.49M	42.8K	+14.32%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.29%	278.56K	29.77M	-800	-0.29%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.34%	321.5K	34.33M	19.39K	+6.42%
Sep 30, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.3%	285.59K	30.5M	7.53K	+2.71%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	272.34K	29.08M	2.27K	+0.84%
Sep 30, 2025	LVW ADVISORS, LLC	0.23%	216.11K	23.08M	18K	+9.09%
Sep 30, 2025	OLD NATIONAL BANCORP /IN/	0.38%	362.8K	38.74M	52.58K	+16.95%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.38%	362.27K	38.68M	-24.02K	-6.22%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.26%	241.87K	25.8M	10.31K	+4.45%
Sep 30, 2025		0.23%	221.11K	23.61M	221.11K	+100.00%
Sep 30, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.23%	213.96K	22.85M	56.09K	+35.53%
Sep 30, 2025	BETTERMENT LLC	0.22%	205.74K	21.97M	-10.29K	-4.76%
Sep 30, 2025	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.21%	196.84K	21.02M	-3.99K	-1.99%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0.2%	190.2K	20.31M	-379.49K	-66.61%
Sep 30, 2025	MATHER GROUP, LLC.	0.19%	184.5K	19.7M	12.86K	+7.49%
Sep 30, 2025	BIP WEALTH, LLC	0.18%	171.06K	18.27M	132.05K	+338.56%
Sep 30, 2025	ARKANSAS FINANCIAL GROUP, INC.	0.18%	170.44K	18.18M	-2.38K	-1.38%
Sep 30, 2025	FREESTONE CAPITAL HOLDINGS, LLC	0.17%	160.5K	17.14M	4.06K	+2.59%
Sep 30, 2025	ASCENT GROUP, LLC	0.17%	159.63K	17.04M	-10.44K	-6.14%
Sep 30, 2025	GAMMA INVESTING LLC	0.16%	153.37K	16.38M	12.76K	+9.08%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.16%	149.93K	16.01M	12.05K	+8.74%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.15%	141.26K	15.08M	7.22K	+5.39%
Sep 30, 2025	BRANDYWINE OAK PRIVATE WEALTH LLC	0.15%	139.82K	14.93M	-3.51K	-2.45%
Sep 30, 2025	SLOW CAPITAL, INC.	0.14%	136.84K	14.61M	10.96K	+8.70%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	8.2%	7.77M	829.27M	867.51K	+12.58%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	7.95%	7.53M	804.03M	302.18K	+4.18%
Sep 30, 2025	MORGAN STANLEY	6.86%	6.49M	693.25M	121.43K	+1.91%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	5.61%	5.31M	566.97M	112.38K	+2.16%
Sep 30, 2025	SEI INVESTMENTS CO	2.91%	2.75M	294.14M	60.9K	+2.26%
Sep 30, 2025	CREATIVE PLANNING	2.91%	2.75M	294.02M	117.06K	+4.44%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	1.51%	1.43M	152.59M	-1.98M	-58.12%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.4%	1.32M	141.26M	167.86K	+14.53%
Sep 30, 2025	FRANKLIN RESOURCES INC	1.33%	1.26M	134.08M	11.55K	+0.93%
Sep 30, 2025	CITIGROUP INC	1.31%	1.24M	132.71M	-34.55K	-2.71%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	1.29%	1.22M	130.76M	-193.62K	-13.65%
Sep 30, 2025	UBS GROUP AG	1.18%	1.11M	118.99M	-16.16K	-1.43%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.08%	1.02M	108.6M	29.84K	+3.01%
Sep 30, 2025	LPL FINANCIAL LLC	0.98%	928.34K	99.13M	-42.04K	-4.33%
Sep 30, 2025	MARINER, LLC	0.89%	837.82K	89.46M	19.32K	+2.36%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.71%	669.41K	71.48M	-4.83M	-87.84%
Sep 30, 2025	NISA INVESTMENT ADVISORS, LLC	0.68%	642.65K	68.62M	442.15K	+220.52%
Sep 30, 2025	SALOMON & LUDWIN, LLC	0.67%	635.92K	67.84M	36.67K	+6.12%
Sep 30, 2025	JPMORGAN CHASE & CO	0.67%	634.76K	67.78M	6.95K	+1.11%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.64%	609.81K	65.12M	-3.6K	-0.59%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.64%	609.71K	65.11M	-59.28K	-8.86%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.62%	591.09K	63.12M	6.35K	+1.09%
Sep 30, 2025	US BANCORP \DE\	0.57%	538.95K	57.55M	-5.58K	-1.02%
Sep 30, 2025	ROYAL BANK OF CANADA	0.55%	521.66K	55.7M	-723	-0.14%
Sep 30, 2025	COLONY GROUP, LLC	0.54%	515.8K	55.08M	-2.72K	-0.52%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.54%	513.76K	54.86M	-154.4K	-23.11%
Sep 30, 2025	HERITAGE INVESTMENT GROUP, INC.	0.52%	493.21K	52.66M	6.72K	+1.38%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.5%	476.91K	50.93M	-49.1K	-9.33%
Sep 30, 2025	CRESTWOOD ADVISORS GROUP LLC	0.49%	462.09K	49.34M	64.27K	+16.16%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.45%	428.69K	45.78M	162.06K	+60.78%
Sep 30, 2025	CERITY PARTNERS LLC	0.45%	426.88K	45.58M	15.59K	+3.79%
Sep 30, 2025	WILLOW CREEK WEALTH MANAGEMENT INC.	0.45%	421.95K	45.06M	40.67K	+10.67%
Sep 30, 2025	WIT, LLC	0.44%	418.59K	44.7M	0	0
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.44%	415.8K	44.4M	-78K	-15.80%
Sep 30, 2025	TRUEPOINT, INC.	0.44%	413.03K	44.1M	30.81K	+8.06%
Sep 30, 2025	APELLA CAPITAL, LLC	0.42%	397.67K	42.48M	65.45K	+19.70%
Sep 30, 2025	RMR WEALTH BUILDERS	0.29%	271.31K	28.97M	16.27K	+6.38%
Sep 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.28%	263.25K	28.11M	-1.09K	-0.41%
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.27%	259.09K	27.67M	4.77K	+1.88%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.27%	250.92K	26.79M	37.56K	+17.60%
Sep 30, 2025	CAHABA WEALTH MANAGEMENT, INC.	0.26%	246.27K	26.3M	10.54K	+4.47%
Sep 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.26%	245.04K	26.17M	1.29K	+0.53%
Jun 30, 2025	OLD NATIONAL BANCORP /IN/	0.33%	310.22K	32.99M	10.97K	+3.67%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.37%	345.8K	36.77M	29.07K	+9.18%
Jun 30, 2025	WILLOW CREEK WEALTH MANAGEMENT INC.	0.4%	381.28K	40.55M	18.55K	+5.11%
Jun 30, 2025	TRUEPOINT, INC.	0.41%	382.22K	40.65M	-11.29K	-2.87%
Jun 30, 2025	CITIGROUP INC	1.36%	1.28M	135.84M	225.62K	+21.45%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.05%	990.03K	105.25M	15.21K	+1.56%
Jun 30, 2025	UBS GROUP AG	1.2%	1.13M	120.22M	-138.66K	-10.92%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.23%	1.16M	122.83M	151.79K	+15.13%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.41%	386.3K	41.08M	-16.72K	-4.15%
Jun 30, 2025	WIT, LLC	0.44%	418.59K	44.51M	418.59K	+100.00%
Jun 30, 2025	COLONY GROUP, LLC	0.55%	518.52K	55.14M	6.23K	+1.22%
Jun 30, 2025	US BANCORP \DE\	0.58%	544.53K	57.91M	1.48K	+0.27%
Jun 30, 2025	JPMORGAN CHASE & CO	0.67%	627.81K	66.76M	-145.65K	-18.83%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.71%	668.17K	71.05M	203.99K	+43.95%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.71%	669K	71.14M	13.67K	+2.09%
Jun 30, 2025	MARINER, LLC	0.87%	818.5K	87.04M	-11.28K	-1.36%
Jun 30, 2025	LPL FINANCIAL LLC	1.03%	970.38K	103.19M	120.62K	+14.19%
Jun 30, 2025	FRANKLIN RESOURCES INC	1.32%	1.24M	132.3M	-11.68K	-0.93%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.28%	266.63K	28.35M	24.18K	+9.97%
Jun 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.28%	264.34K	28.11M	-424	-0.16%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.32%	302.12K	32.13M	11.63K	+4.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	7.67%	7.23M	768.58M	196.79K	+2.80%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	7.32%	6.9M	733.6M	327.2K	+4.98%
Jun 30, 2025	MORGAN STANLEY	6.76%	6.37M	677.48M	3.07M	+92.80%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	5.84%	5.5M	585.29M	231.22K	+4.39%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	5.52%	5.2M	552.68M	870.6K	+20.12%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	3.62%	3.41M	362.86M	281.17K	+8.98%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.65%	613.41K	65.23M	-51.28K	-7.71%
Jun 30, 2025	SALOMON & LUDWIN, LLC	0.64%	599.25K	63.68M	16.77K	+2.88%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.62%	584.73K	62.18M	5.85K	+1.01%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	0.6%	569.68K	60.58M	10.51K	+1.88%
Jun 30, 2025	GRIMES & COMPANY, INC.	0.58%	547.61K	58.23M	542.62K	+10,878.55%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.56%	526.02K	55.94M	146.48K	+38.59%
Jun 30, 2025	ROYAL BANK OF CANADA	0.55%	522.39K	55.55M	26K	+5.24%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.52%	493.8K	52.51M	163.8K	+49.64%
Jun 30, 2025	APELLA CAPITAL, LLC	0.35%	332.22K	35.33M	17.87K	+5.69%
Jun 30, 2025	HERITAGE INVESTMENT GROUP, INC.	0.52%	486.49K	51.73M	20.47K	+4.39%
Jun 30, 2025	CRESTWOOD ADVISORS GROUP LLC	0.42%	397.82K	42.3M	349.94K	+730.75%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.35%	333.26K	35.44M	121.76K	+57.57%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.3%	279.36K	29.71M	31.34K	+12.64%
Jun 30, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.3%	278.07K	29.57M	5.88K	+2.16%
Jun 30, 2025	CERITY PARTNERS LLC	0.44%	411.29K	43.74M	-4.61K	-1.11%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	1.5%	1.42M	150.81M	98.54K	+7.47%
Jun 30, 2025	CREATIVE PLANNING	2.8%	2.64M	280.36M	70.76K	+2.76%
Jun 30, 2025	SEI INVESTMENTS CO	2.86%	2.69M	286.45M	34.47K	+1.30%
Jun 30, 2025	CAHABA WEALTH MANAGEMENT, INC.	0.25%	235.73K	25.07M	18.08K	+8.30%
Jun 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.26%	243.75K	25.92M	38.8K	+18.93%
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.27%	254.32K	27.04M	5.25K	+2.11%
Jun 30, 2025	RMR WEALTH BUILDERS	0.27%	255.04K	27.12M	15.68K	+6.55%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	270.08K	28.72M	27.65K	+11.41%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.32%	298.9K	31.78M	23.4K	+8.49%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.53%	464.18K	49.02M	42.58K	+10.10%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.46%	403.02K	42.56M	-97.23K	-19.44%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.43%	379.54K	40.08M	12.62K	+3.44%
Mar 31, 2025	APELLA CAPITAL, LLC	0.36%	314.35K	33M	41.33K	+15.14%
Mar 31, 2025	OLD NATIONAL BANCORP /IN/	0.34%	299.25K	31.6M	9.91K	+3.42%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.33%	290.76K	30.7M	-50.63K	-14.83%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.33%	290.48K	30.67M	18.48K	+6.79%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.28%	249.88K	26.39M	-32.2K	-11.42%
Mar 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0.28%	249.07K	26.3M	23.79K	+10.56%
Mar 31, 2025	COLONY GROUP, LLC	0.58%	512.29K	54.1M	174.1K	+51.48%
Mar 31, 2025	ELLEVEST, INC.	0.6%	530.7K	56.04M	-60.93K	-10.30%
Mar 31, 2025	UBS GROUP AG	1.44%	1.27M	134.03M	-135.86K	-9.67%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	1.49%	1.32M	139.36M	34.07K	+2.65%
Mar 31, 2025	RMR WEALTH BUILDERS	0.27%	239.36K	25.28M	5.48K	+2.34%
Mar 31, 2025	ROYAL BANK OF CANADA	0.56%	496.39K	52.42M	-87.06K	-14.92%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	5.97%	5.27M	556.8M	-974.68K	-15.60%
Mar 31, 2025	CAHABA WEALTH MANAGEMENT, INC.	0.25%	217.66K	22.98M	5.38K	+2.53%
Mar 31, 2025	WILLOW CREEK WEALTH MANAGEMENT INC.	0.41%	362.73K	38.3M	8.38K	+2.36%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	4.9%	4.33M	456.9M	-310.39K	-6.69%
Mar 31, 2025	MORGAN STANLEY	3.74%	3.3M	348.95M	-199.65K	-5.70%
Mar 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	3.55%	3.13M	330.65M	1.39M	+80.10%
Mar 31, 2025	LPL FINANCIAL LLC	0.96%	849.76K	89.73M	-71.92K	-7.80%
Mar 31, 2025	MARINER, LLC	0.94%	829.78K	87.63M	27.17K	+3.38%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.27%	242.42K	25.6M	61.84K	+34.24%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.74%	655.33K	69.2M	389.47K	+146.50%
Mar 31, 2025	SALOMON & LUDWIN, LLC	0.66%	582.47K	61.51M	22.83K	+4.08%
Mar 31, 2025	SEI INVESTMENTS CO	3.01%	2.66M	280.82M	-17.64K	-0.66%
Mar 31, 2025	FRANKLIN RESOURCES INC	1.42%	1.26M	132.61M	-16.15K	-1.27%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.37%	330K	34.85M	1.7K	+0.52%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.36%	316.73K	33.45M	12.65K	+4.16%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.27%	242.45K	25.6M	-59.46K	-19.70%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.27%	235.87K	24.9M	4.09K	+1.77%
Mar 31, 2025	CREATIVE PLANNING	2.9%	2.57M	270.94M	10.46K	+0.41%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.66%	578.88K	60.96M	-13.56K	-2.29%
Mar 31, 2025	MIRACLE MILE ADVISORS, LLC	0.63%	559.17K	59.05M	13.44K	+2.46%
Mar 31, 2025	TRUEPOINT, INC.	0.45%	393.52K	41.56M	8.03K	+2.08%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.33%	290.48K	30.67M	18.48K	+6.79%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	7.97%	7.03M	742.45M	-756.9K	-9.72%
Mar 31, 2025	CITIGROUP INC	1.19%	1.05M	111.07M	-43.51K	-3.97%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.31%	275.5K	29.09M	105.11K	+61.69%
Mar 31, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.31%	272.19K	28.74M	17.14K	+6.72%
Mar 31, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.3%	264.77K	27.96M	-78.56K	-22.88%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.24%	211.5K	22.16M	2.75K	+1.32%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	7.45%	6.57M	693.94M	320.36K	+5.12%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	248.02K	26.2M	14.96K	+6.42%
Mar 31, 2025	CERITY PARTNERS LLC	0.47%	415.89K	43.92M	14.74K	+3.67%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.14%	1M	105.94M	193.12K	+23.84%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.1%	974.82K	102.95M	61.05K	+6.68%
Mar 31, 2025	JPMORGAN CHASE & CO	0.88%	773.47K	81.68M	102.92K	+15.35%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.75%	664.68K	70.19M	-44.56K	-6.28%
Mar 31, 2025	US BANCORP \DE\	0.62%	543.05K	57.35M	-8.52K	-1.54%
Mar 31, 2025	HERITAGE INVESTMENT GROUP, INC.	0.53%	466.03K	49.21M	-726	-0.16%
Mar 31, 2024	CHOATE INVESTMENT ADVISORS	0.2%	167.92K	17.59M	167.92K	+100.00%
Mar 31, 2024	ROCKWOOD WEALTH MANAGEMENT, LLC	0.2%	165K	17.28M	-1.73K	-1.03%
Mar 31, 2024	CREATIVE PLANNING	2.83%	2.39M	250.51M	223.45K	+10.30%
Mar 31, 2024	TRUEPOINT, INC.	0.44%	367.08K	38.44M	28.02K	+8.26%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	203.32K	21.29M	203.32K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	7.05%	5.96M	623.87M	-38.23K	-0.64%
Mar 31, 2024	EAGLE RIDGE INVESTMENT MANAGEMENT	0.19%	160.95K	16.86M	5.44K	+3.50%
Mar 31, 2024	MERRIMAN WEALTH MANAGEMENT, LLC	0.19%	158.57K	16.61M	-10.61K	-6.27%
Mar 31, 2024	UBS GROUP AG	1.74%	1.47M	153.92M	126.76K	+9.44%
Mar 31, 2024	CITIZENS FINANCIAL GROUP INC/RI	0.31%	254.49K	26.65M	-21.29K	-7.72%
Mar 31, 2024	ONE CAPITAL MANAGEMENT, LLC	0.32%	266.39K	27.9M	19.83K	+8.04%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.32%	274.4K	28.74M	21.07K	+8.32%
Mar 31, 2024	TIAA TRUST, NATIONAL ASSOCIATION	1.22%	1.02M	106.4M	-70.17K	-6.46%
Mar 31, 2024	FRANKLIN RESOURCES INC	1.49%	1.24M	129.85M	-7.91K	-0.63%
Mar 31, 2024	SEI INVESTMENTS CO	2.98%	2.52M	263.73M	43.98K	+1.78%
Mar 31, 2024	ELLEVEST, INC.	0.68%	567.48K	59.43M	24.09K	+4.43%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.23%	191.16K	20.02M	12.87K	+7.22%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.24%	205.69K	21.54M	4.74K	+2.36%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.25%	208.69K	21.86M	-20.78K	-9.06%
Mar 31, 2024	BUCKINGHAM STRATEGIC WEALTH, LLC	0.26%	216.26K	22.65M	-6.72K	-3.01%
Mar 31, 2024	RITHOLTZ WEALTH MANAGEMENT	0.27%	222.22K	23.27M	-5.77K	-2.53%
Mar 31, 2024	MEMBERS TRUST CO	0.27%	226K	23.67M	71.92K	+46.68%
Mar 31, 2024	WILLIS JOHNSON & ASSOCIATES, INC.	0.27%	227.24K	23.8M	18.9K	+9.07%
Mar 31, 2024	SLOW CAPITAL, INC.	0.29%	240.01K	25.14M	28.41K	+13.43%
Mar 31, 2024	APELLA CAPITAL, LLC	0.29%	240.32K	25.1M	-4.52K	-1.85%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.32%	263.52K	27.6M	3.08K	+1.18%
Mar 31, 2024	DGS CAPITAL MANAGEMENT, LLC	0.33%	272.79K	28.57M	26.85K	+10.92%
Mar 31, 2024	CAHABA WEALTH MANAGEMENT, INC.	0.33%	277.13K	29.02M	12.4K	+4.68%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.34%	291.13K	30.49M	11.18K	+3.99%
Mar 31, 2024	CERITY PARTNERS LLC	0.35%	291.76K	30.56M	-53.79K	-15.57%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.36%	303.11K	31.75M	-27.39K	-8.29%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.79%	671.15K	70.29M	-17.73K	-2.57%
Mar 31, 2024	LPL FINANCIAL LLC	0.8%	676.43K	70.84M	43.73K	+6.91%
Mar 31, 2024	MARINER, LLC	0.88%	735.49K	77.03M	-16.27K	-2.16%
Mar 31, 2024	US BANCORP \DE\	0.89%	755.97K	79.17M	-65.82K	-8.01%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.01%	853.71K	89.55M	9.37K	+1.11%
Mar 31, 2024	CITIGROUP INC	1.09%	925.03K	96.88M	141.13K	+18.00%
Mar 31, 2024	BANK OF MONTREAL /CAN/	1.17%	974.48K	102.08M	246.57K	+33.87%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	1.27%	1.06M	110.59M	130.8K	+14.14%
Mar 31, 2024	ROYAL BANK OF CANADA	1.29%	1.09M	114.26M	-240.5K	-18.06%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	6.42%	5.35M	559.87M	390.95K	+7.89%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	7.87%	6.65M	696.22M	-63.98K	-0.95%
Mar 31, 2024	MORGAN STANLEY	4.28%	3.62M	378.87M	-133.88K	-3.57%
Mar 31, 2024	JPMORGAN CHASE & CO	0.69%	580.01K	60.74M	-360.2K	-38.31%
Mar 31, 2024	BLACKROCK INC.	0.4%	341.23K	35.74M	-13.46K	-3.79%
Mar 31, 2024	MIRACLE MILE ADVISORS, LLC	0.44%	366.92K	38.43M	82.21K	+28.87%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.57%	470.96K	49.32M	7.18K	+1.55%
Mar 31, 2024	HERITAGE INVESTMENT GROUP, INC.	0.58%	485.75K	50.87M	-351	-0.07%
Mar 31, 2024	SALOMON & LUDWIN, LLC	0.6%	503.95K	52.8M	57.96K	+13.00%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	8.63%	7.29M	763.3M	-1.12M	-13.32%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.61%	511.59K	53.58M	-43.89K	-7.90%
Mar 31, 2024	ANGELES WEALTH MANAGEMENT, LLC	0.62%	512.99K	53.73M	32.88K	+6.85%
Mar 31, 2024	JANE STREET GROUP, LLC	2.02%	1.7M	178.45M	173.36K	+11.33%
Mar 31, 2024	RMR WEALTH BUILDERS	0.23%	191.1K	20.01M	3.43K	+1.83%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.22%	181.81K	19.04M	5.46K	+3.10%
Mar 31, 2024	OLD NATIONAL BANCORP /IN/	0.21%	178.26K	18.67M	54.4K	+43.92%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.21%	176.19K	18.45M	-5.67K	-3.12%
Mar 31, 2024	UNITED BANK	0.21%	173.49K	18.17M	30.25K	+21.12%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.2%	170.54K	17.86M	-18.48K	-9.78%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.2%	169.6K	17.76M	-61.77K	-26.70%
Dec 31, 2023	HERITAGE INVESTMENT GROUP, INC.	0.56%	486.1K	51.25M	-17.63K	-3.50%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.64%	555.48K	58.56M	-47.92K	-7.94%
Dec 31, 2023	LPL FINANCIAL LLC	0.73%	632.7K	66.71M	-535.06K	-45.82%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.8%	688.88K	72.63M	-1.06K	-0.15%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.84%	727.91K	76.83M	50.92K	+7.52%
Dec 31, 2023	MARINER, LLC	0.87%	751.76K	79.26M	-6.25K	-0.82%
Dec 31, 2023	CITIGROUP INC	0.91%	783.9K	82.65M	-176.02K	-18.34%
Dec 31, 2023	US BANCORP \DE\	0.95%	821.78K	86.64M	-8.01K	-0.97%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.98%	844.34K	89.11M	-26.27K	-3.02%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	1.07%	925.15K	97.54M	70.12K	+8.20%
Dec 31, 2023	JPMORGAN CHASE & CO	1.09%	940.21K	99.13M	299.54K	+46.75%
Dec 31, 2023	ORGEL WEALTH MANAGEMENT, LLC	1.26%	1.08M	114.09M	1.05M	+2,823.39%
Dec 31, 2023	FRANKLIN RESOURCES INC	1.45%	1.25M	131.56M	-286.18K	-18.66%
Dec 31, 2023	ROYAL BANK OF CANADA	1.54%	1.33M	140.38M	-132.82K	-9.07%
Dec 31, 2023	UBS GROUP AG	1.56%	1.34M	141.59M	5.2K	+0.39%
Dec 31, 2023	JANE STREET GROUP, LLC	1.78%	1.53M	161.36M	1.29M	+529.78%
Dec 31, 2023	CREATIVE PLANNING	2.52%	2.17M	228.63M	247.43K	+12.88%
Dec 31, 2023	SEI INVESTMENTS CO	2.87%	2.47M	260.85M	158.43K	+6.84%
Dec 31, 2023	MORGAN STANLEY	4.35%	3.75M	395.52M	117.27K	+3.23%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	5.75%	4.95M	522.4M	65.21K	+1.33%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	6.95%	6M	632.07M	-615.45K	-9.31%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	7.79%	6.71M	707.62M	568.87K	+9.26%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.27%	231.37K	24.4M	-232.84K	-50.16%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.27%	229.47K	24.19M	-30.1K	-11.59%
Dec 31, 2023	RITHOLTZ WEALTH MANAGEMENT	0.26%	227.99K	24.04M	-1.93K	-0.84%
Dec 31, 2023	BUCKINGHAM STRATEGIC WEALTH, LLC	0.26%	222.99K	23.51M	10.34K	+4.86%
Dec 31, 2023		0.25%	213.52K	1.96M	213.52K	+100.00%
Dec 31, 2023	SLOW CAPITAL, INC.	0.25%	211.6K	22.31M	-18.5K	-8.04%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	9.75%	8.41M	886.45M	310.89K	+3.84%
Dec 31, 2023	WILLIS JOHNSON & ASSOCIATES, INC.	0.24%	208.33K	21.96M	128.68K	+161.55%
Dec 31, 2023	APELLA CAPITAL, LLC	0.28%	244.85K	25.78M	-32.83K	-11.82%
Dec 31, 2023	DGS CAPITAL MANAGEMENT, LLC	0.29%	245.94K	25.93M	9.44K	+3.99%
Dec 31, 2023	ONE CAPITAL MANAGEMENT, LLC	0.29%	246.56K	25.99M	-54K	-17.97%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.29%	253.33K	26.71M	236.63K	+1,417.13%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.3%	260.44K	27.46M	-66.02K	-20.22%
Dec 31, 2023	CAHABA WEALTH MANAGEMENT, INC.	0.31%	264.73K	27.91M	-12.05K	-4.35%
Dec 31, 2023	WINDHAM CAPITAL MANAGEMENT, LLC	0.31%	264.84K	27.92M	2.12K	+0.81%
Dec 31, 2023	CITIZENS FINANCIAL GROUP INC/RI	0.32%	275.78K	29.07M	172.58K	+167.23%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.32%	279.95K	29.52M	2.15K	+0.77%
Dec 31, 2023	MIRACLE MILE ADVISORS, LLC	0.33%	284.72K	30.02M	67.94K	+31.34%
Dec 31, 2023	WILLOW CREEK WEALTH MANAGEMENT INC.	0.36%	311.25K	32.82M	33.39K	+12.02%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.38%	330.51K	34.85M	150.75K	+83.86%
Dec 31, 2023	TRUEPOINT, INC.	0.39%	339.06K	35.75M	68.47K	+25.30%
Dec 31, 2023	CERITY PARTNERS LLC	0.4%	345.55K	36.43M	-93.31K	-21.26%
Dec 31, 2023	BLACKROCK INC.	0.41%	354.69K	37.39M	268.33K	+310.74%
Dec 31, 2023	SALOMON & LUDWIN, LLC	0.52%	445.99K	45.87M	0	0
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.54%	463.79K	48.9M	25.52K	+5.82%
Dec 31, 2023	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.56%	479.78K	50.58M	-77.67K	-13.93%
Dec 31, 2023	ANGELES WEALTH MANAGEMENT, LLC	0.56%	480.11K	50.62M	62.47K	+14.96%
Dec 31, 2023	ELLEVEST, INC.	0.63%	543.39K	57.29M	21.42K	+4.10%

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