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

Who are the major shareholders selling Vanguard Small-Cap Growth ETF stock?

STRATEGIES WEALTH ADVISORS, LLC, in the last quarter, reduced its stake in VBK by -2.19% restricting it's holding to 144.54 thousand shares of worth nearly $43.69M. WALDRON PRIVATE WEALTH LLC also lessened -11.48% of the VBK shares from its portfolio, reducing its holding to 103.18 thousand shares of worth $31.19M. ROCKEFELLER CAPITAL MANAGEMENT L.P. also shunned VBK shares holding by -2.39% last quarter which brought its holding to 317.71 thousand shares worth $96.03M.

Investors who are buying VBK stock?

As per its latest 13F filing, STIFEL FINANCIAL CORP increased its stake in VBK by 3.09% in the last quarter. The institutional holder raised its holding to 148.53 thousand shares having worth more than $44.90M. STEPHENS GROUP ASSET MANAGEMENT, LLC also added 26.71% more shares of VBK to its portfolio, raising its holding to 149.33 thousand shares of worth $45.13M. CONGRESS ASSET MANAGEMENT CO /MA also increased its VBK shares holding by 35.83% which brought its holding to 151.88 thousand shares worth $45.91M.

VBK's major insiders: who are they?

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

Did an insider recently sell VBK stock?

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

Which insider recently purchased VBK stock?

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

How much of VBK does insiders own?

Around 0 Vanguard Small-Cap Growth ETF shares are held by insiders, which represents about N/A of VBK stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VBK?

STRATEGIES WEALTH ADVISORS, LLC is the largest institutional owner in VBK which holds 144.54 thousand shares worth $43.69M or 0.12% of the total VBK shares outstanding followed by STIFEL FINANCIAL CORP with ownership of 148.53 thousand shares representing 0.12% of the VBK ownership. STEPHENS GROUP ASSET MANAGEMENT, LLC is the third largest stakeholder with 149.33 thousand shares or 0.13% of the ownership worth more than $45.13M.

Is Vanguard Small-Cap Growth 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 VBK is concerned, it is a stock which is optionable.

Is there a short position on VBK's shares?

Number of VBK 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 VBK shares are there?

As of today, null shares of VBK are outstanding.

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

VBK 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 VBK is null.

Vanguard Small-Cap Growth ETF (VBK) 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. STRATEGIES WEALTH ADVISORS, LLC is the top corporate investor, holding 144.54K shares valued at $43.69M. A 0.12% stake in Vanguard Small-Cap Growth ETF is owned by the company. STIFEL FINANCIAL CORP owns 148.53K shares valued at $44.90M, which translates its holding of 0.12% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	STRATEGIES WEALTH ADVISORS, LLC	0.12%	144.54K	43.69M	-3.24K	-2.19%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.12%	148.53K	44.9M	4.45K	+3.09%
Mar 31, 2026	STEPHENS GROUP ASSET MANAGEMENT, LLC	0.13%	149.33K	45.13M	31.47K	+26.71%
Mar 31, 2026	CONGRESS ASSET MANAGEMENT CO /MA	0.13%	151.88K	45.91M	40.07K	+35.83%
Mar 31, 2026	FIFTH THIRD BANCORP	0.14%	167.26K	50.55M	98.98K	+144.98%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.14%	171.76K	51.91M	5.27K	+3.17%
Mar 31, 2026	BRICKLEY WEALTH MANAGEMENT	0.08%	100.82K	30.47M	50	+0.05%
Mar 31, 2026	AARON WEALTH ADVISORS LLC	0.08%	97.15K	29.36M	9.67K	+11.06%
Mar 31, 2026	WALDRON PRIVATE WEALTH LLC	0.09%	103.18K	31.19M	-13.38K	-11.48%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	317.71K	96.03M	-7.78K	-2.39%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.5%	617.06K	182.03M	101.87K	+19.77%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.52%	637.26K	192.61M	110.97K	+21.09%
Mar 31, 2026	MATHER GROUP, LLC.	0.52%	603.87K	182.52M	568	+0.09%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.57%	697.63K	210.86M	3.29K	+0.47%
Mar 31, 2026	AMERICAN FINANCIAL ADVISORS, LLC	0.1%	117.71K	35.58M	-3.23K	-2.67%
Mar 31, 2026	CWM, LLC	0.1%	118.42K	35.79M	3.39K	+2.95%
Mar 31, 2026	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.1%	121.69K	36.78M	988	+0.82%
Mar 31, 2026	MILL CREEK CAPITAL ADVISORS, LLC	0.26%	316.58K	95.69M	2.85K	+0.91%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.26%	317.13K	95.85M	14.31K	+4.73%
Mar 31, 2026	HOWARD CAPITAL MANAGEMENT INC.	0.15%	183.2K	55.37M	183.2K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.39%	477.17K	144.23M	-37.85K	-7.35%
Mar 31, 2026	BHK INVESTMENT ADVISORS, LLC	0.07%	87.78K	26.53M	-3.78K	-4.13%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.07%	88.51K	26.75M	2.53K	+2.94%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.08%	93.39K	28.23M	-42.2K	-31.12%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.08%	95.43K	28.84M	4.72K	+5.20%
Mar 31, 2026	MONETA GROUP INVESTMENT ADVISORS LLC	0.44%	536.2K	162.07M	29.35K	+5.79%
Mar 31, 2026	CREATIVE PLANNING	0.1%	124.03K	37.49M	1.83K	+1.50%
Mar 31, 2026	ONE DAY IN JULY LLC	0.11%	129.09K	39.02M	4.6K	+3.70%
Mar 31, 2026	STEPHENS INC /AR/	0.11%	133.27K	40.28M	2.63K	+2.01%
Mar 31, 2026	LPL FINANCIAL LLC	0.73%	898.98K	271.72M	-10.84K	-1.19%
Mar 31, 2026	SEI INVESTMENTS CO	0.8%	984.72K	297.63M	15.56K	+1.61%
Mar 31, 2026	ASSETMARK, INC	1.31%	1.61M	486.42M	44.44K	+2.84%
Mar 31, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.11%	131.05K	39.58M	-2.04K	-1.54%
Mar 31, 2026	BRAGG FINANCIAL ADVISORS, INC	0.11%	137.93K	41.69M	2.61K	+1.93%
Mar 31, 2026	SUMMIT FINANCIAL STRATEGIES, INC.	0.11%	138.37K	41.82M	90	+0.07%
Mar 31, 2026	RODGERS & ASSOCIATES, LTD	0.11%	139.71K	42.23M	1.65K	+1.19%
Mar 31, 2026	WEALTHSPIRE ADVISORS, LLC	0.17%	204.12K	61.69M	632	+0.31%
Mar 31, 2026	COHEN KLINGENSTEIN LLC	0.57%	661.43K	199.92M	-6.95K	-1.04%
Mar 31, 2026	UBS GROUP AG	0.63%	769.52K	232.59M	42.64K	+5.87%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.66%	807.81K	244.16M	31.49K	+4.06%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.68%	837.6K	253.16M	-59.55K	-6.64%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.84%	1.03M	311.69M	6.47K	+0.63%
Mar 31, 2026	MORGAN STANLEY	1.58%	1.94M	585.33M	53.98K	+2.87%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	6.88%	8.44M	2.55B	-1.82M	-17.74%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.27%	327.72K	99.05M	-44.18K	-11.88%
Mar 31, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	0.3%	367.12K	110.96M	367.12K	+100.00%
Mar 31, 2026	GEN-WEALTH PARTNERS INC	0.32%	392.07K	1.35M	-351	-0.09%
Mar 31, 2026	ADVISER INVESTMENTS LLC	0.3%	368.41K	111.35M	15.96K	+4.53%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.39%	476.91K	144.15M	-6.3K	-1.30%
Mar 31, 2026	CHOREO, LLC	0.43%	531.77K	160.72M	8.36K	+1.60%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.11%	140.74K	42.54M	26.92K	+23.65%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.4%	487.73K	147.41M	73.92K	+17.86%
Mar 31, 2026	US BANCORP \DE\	0.17%	206.03K	70.75M	25.64K	+14.21%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	206.21K	62.33M	-6.45K	-3.03%
Mar 31, 2026	MARINER, LLC	0.17%	212.49K	64.22M	1.29K	+0.61%
Mar 31, 2026	1832 ASSET MANAGEMENT L.P.	0.17%	214.06K	64.7M	1.82K	+0.86%
Mar 31, 2026	COLONY GROUP, LLC	0.18%	223.56K	67.57M	-4.35K	-1.91%
Mar 31, 2026	JPMORGAN CHASE & CO	0.2%	243.28K	70.45M	-5.68K	-2.28%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.22%	273.38K	82.63M	-64.11K	-19.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.24%	293.55K	88.73M	-4.1K	-1.38%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.24%	295.51K	89.4M	37.86K	+14.69%
Mar 31, 2026	SAND HILL GLOBAL ADVISORS, LLC	0.26%	314.29K	94.99M	8.05K	+2.63%
Mar 31, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.12%	142.84K	43.17M	-5.91K	-3.97%
Dec 31, 2025	BHK INVESTMENT ADVISORS, LLC	0.07%	91.56K	27.66M	8.13K	+9.75%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	90.71K	27.4M	11.21K	+14.10%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.32%	413.81K	125.01M	12.84K	+3.20%
Dec 31, 2025	STRATEGIES WEALTH ADVISORS, LLC	0.11%	147.78K	44.65M	6.48K	+4.59%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.2%	257.66K	77.93M	-99.95K	-27.95%
Dec 31, 2025	WALDRON PRIVATE WEALTH LLC	0.09%	116.56K	35.21M	24.59K	+26.74%
Dec 31, 2025	STEPHENS GROUP ASSET MANAGEMENT, LLC	0.09%	117.86K	35.61M	949	+0.81%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.09%	118.44K	35.78M	-177.87K	-60.03%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.13%	166.49K	50.3M	2.08K	+1.26%
Dec 31, 2025	US BANCORP \DE\	0.14%	180.39K	54.52M	-1.8K	-0.99%
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.16%	203.49K	61.48M	-153.72K	-43.03%
Dec 31, 2025	1832 ASSET MANAGEMENT L.P.	0.16%	212.23K	64.12M	1.59K	+0.76%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.24%	302.82K	91.48M	74.59K	+32.68%
Dec 31, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.24%	313.73K	94.78M	-2.21K	-0.70%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.81%	1.02M	309.63M	130.65K	+14.61%
Dec 31, 2025	ASSETMARK, INC	1.25%	1.56M	472.77M	14.26K	+0.92%
Dec 31, 2025	MORGAN STANLEY	1.48%	1.88M	568.75M	-49.15K	-2.54%
Dec 31, 2025	VISION CAPITAL MANAGEMENT, INC.	0.07%	92.75K	28.02M	-9.31K	-9.13%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.11%	144.08K	43.53M	7.81K	+5.73%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.12%	148.74K	44.94M	-3.27K	-2.15%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	212.66K	64.25M	-12.58K	-5.59%
Dec 31, 2025	ADVISER INVESTMENTS LLC	0.28%	352.45K	106.48M	-13.54K	-3.70%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.3%	371.9K	112.35M	15.44K	+4.33%
Dec 31, 2025	GEN-WEALTH PARTNERS INC	0.3%	392.43K	1.45M	388.96K	+11,209.08%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.4%	515.02K	155.59M	64K	+14.19%
Dec 31, 2025	MATHER GROUP, LLC.	0.47%	603.3K	182.26M	-1.33K	-0.22%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.62%	776.33K	234.54M	776.33K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	8.06%	10.26M	3.1B	268.57K	+2.69%
Dec 31, 2025	ONE DAY IN JULY LLC	0.1%	124.49K	37.61M	3.39K	+2.80%
Dec 31, 2025	STEPHENS INC /AR/	0.1%	130.63K	39.47M	-4.79K	-3.53%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.4%	515.2K	155.65M	-47.17K	-8.39%
Dec 31, 2025	ROYAL BANK OF CANADA	0.23%	297.65K	89.92M	20.35K	+7.34%
Dec 31, 2025	COLONY GROUP, LLC	0.18%	227.91K	68.44M	1.69K	+0.75%
Dec 31, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.09%	120.7K	36.46M	-1.14K	-0.93%
Dec 31, 2025	CWM, LLC	0.09%	115.03K	34.75M	63.15K	+121.71%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.09%	113.82K	34.39M	-3.56K	-3.03%
Dec 31, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.09%	111.81K	33.78M	71.16K	+175.06%
Dec 31, 2025	BRICKLEY WEALTH MANAGEMENT	0.08%	100.77K	30.44M	138	+0.14%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	100.45K	31.91M	5.42K	+5.70%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.08%	100.44K	30.34M	-4.63K	-4.40%
Dec 31, 2025	COMERICA BANK	0.08%	94.4K	28.52M	2.46K	+2.68%
Dec 31, 2025	BRAGG FINANCIAL ADVISORS, INC	0.11%	135.32K	40.88M	3.03K	+2.29%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	135.59K	40.96M	-2.05K	-1.49%
Dec 31, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.1%	120.94K	36.54M	-6.69K	-5.24%
Dec 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.11%	133.09K	40.18M	-217	-0.16%
Dec 31, 2025	RODGERS & ASSOCIATES, LTD	0.11%	138.06K	41.71M	1.77K	+1.30%
Dec 31, 2025	SUMMIT FINANCIAL STRATEGIES, INC.	0.11%	138.28K	41.77M	-1.79K	-1.28%
Dec 31, 2025	MARINER, LLC	0.17%	211.21K	63.81M	1.79K	+0.85%
Dec 31, 2025	JPMORGAN CHASE & CO	0.2%	248.96K	75.21M	5.59K	+2.30%
Dec 31, 2025		0.23%	288.82K	288.82K	288.82K	+100.00%
Dec 31, 2025	SAND HILL GLOBAL ADVISORS, LLC	0.24%	306.24K	92.52M	525	+0.17%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	325.48K	98.33M	-1.23K	-0.38%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.26%	337.48K	101.96M	-2.65K	-0.78%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.34%	430.61K	130.09M	-38.14K	-8.14%
Dec 31, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.4%	506.85K	153.12M	646	+0.13%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.41%	526.29K	159M	-111.11K	-17.43%
Dec 31, 2025	CHOREO, LLC	0.42%	523.4K	159.7M	13.18K	+2.58%
Dec 31, 2025	COHEN KLINGENSTEIN LLC	0.54%	668.38K	201.92M	-2.04K	-0.30%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.55%	694.34K	209.77M	10.4K	+1.52%
Dec 31, 2025	UBS GROUP AG	0.57%	726.88K	219.6M	-41.57K	-5.41%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.71%	897.14K	271.04M	24.5K	+2.81%
Dec 31, 2025	LPL FINANCIAL LLC	0.73%	909.82K	274.87M	9.98K	+1.11%
Dec 31, 2025	SEI INVESTMENTS CO	0.77%	969.16K	292.78M	19.23K	+2.02%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.38%	483.21K	145.98M	22.15K	+4.80%
Sep 30, 2025	BHK INVESTMENT ADVISORS, LLC	0.06%	83.42K	24.83M	-1.79K	-2.11%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	95.03K	28.63M	1.15K	+1.23%
Sep 30, 2025	JPMORGAN CHASE & CO	0.19%	243.36K	72.43M	-6.83K	-2.73%
Sep 30, 2025	1832 ASSET MANAGEMENT L.P.	0.16%	210.64K	62.69M	-12.01K	-5.39%
Sep 30, 2025	RODGERS & ASSOCIATES, LTD	0.11%	136.29K	40.56M	4.05K	+3.06%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.11%	136.28K	40.56M	1.59K	+1.18%
Sep 30, 2025	STEPHENS INC /AR/	0.11%	135.42K	40.3M	-414	-0.30%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	225.24K	67.04M	-45.46K	-16.79%
Sep 30, 2025	US BANCORP \DE\	0.14%	182.19K	54.24M	5.71K	+3.23%
Sep 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.12%	152.02K	45.24M	-1.76K	-1.14%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	137.63K	40.96M	7.99K	+6.16%
Sep 30, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.09%	121.84K	36.35M	1.38K	+1.15%
Sep 30, 2025	SUMMIT FINANCIAL STRATEGIES, INC.	0.11%	140.06K	41.69M	551	+0.40%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.09%	117.38K	34.93M	-436	-0.37%
Sep 30, 2025	STEPHENS GROUP ASSET MANAGEMENT, LLC	0.09%	116.91K	34.79M	64.97K	+125.08%
Sep 30, 2025	INSPIRION WEALTH ADVISORS, LLC	0.09%	111.5K	29.81M	-446	-0.40%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.08%	105.06K	31.27M	-3.58K	-3.29%
Sep 30, 2025	VISION CAPITAL MANAGEMENT, INC.	0.08%	102.06K	30.38M	-1.68K	-1.62%
Sep 30, 2025	BRICKLEY WEALTH MANAGEMENT	0.08%	100.63K	29.95M	361	+0.36%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.23%	296.31K	88.19M	532	+0.18%
Sep 30, 2025	SAND HILL GLOBAL ADVISORS, LLC	0.24%	305.72K	90.99M	-1.45K	-0.47%
Sep 30, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.24%	315.94K	94.03M	-881	-0.28%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	326.71K	97.24M	8.91K	+2.80%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.26%	340.13K	101.23M	2.03K	+0.60%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.28%	356.46K	106.09M	2.75K	+0.78%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.28%	357.2K	106.31M	-6.96K	-1.91%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	357.61K	105.91M	42.67K	+13.55%
Sep 30, 2025	ADVISER INVESTMENTS LLC	0.28%	366K	108.93M	8.69K	+2.43%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.31%	400.97K	119.35M	-2.95K	-0.73%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.35%	451.02K	134.23M	7.76K	+1.75%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.36%	461.06K	137.22M	94.03K	+25.62%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.36%	468.75K	139.51M	-24.44K	-4.96%
Sep 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.39%	506.2K	150.66M	4.04K	+0.80%
Sep 30, 2025	CHOREO, LLC	0.4%	510.23K	152.07M	-3K	-0.59%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.44%	562.37K	167.69M	-126.51K	-18.36%
Sep 30, 2025	MATHER GROUP, LLC.	0.47%	604.63K	179.95M	-6.93K	-1.13%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.49%	637.41K	189.7M	2.15K	+0.34%
Sep 30, 2025	COHEN KLINGENSTEIN LLC	0.52%	670.42K	199.53M	-8.45K	-1.24%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.53%	683.94K	203.55M	3.01K	+0.44%
Sep 30, 2025	UBS GROUP AG	0.6%	768.45K	228.7M	-49.31K	-6.03%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.68%	872.64K	259.72M	6.45K	+0.74%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.69%	894.21K	266.14M	134.89K	+17.77%
Sep 30, 2025	LPL FINANCIAL LLC	0.7%	899.84K	267.81M	32.71K	+3.77%
Sep 30, 2025	SEI INVESTMENTS CO	0.74%	949.93K	282.73M	11.15K	+1.19%
Sep 30, 2025	ASSETMARK, INC	1.2%	1.55M	461.5M	10.05K	+0.65%
Sep 30, 2025	MORGAN STANLEY	1.5%	1.93M	574.93M	49.78K	+2.65%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	7.74%	9.99M	2.97B	36.39K	+0.37%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.13%	164.41K	48.93M	87.71K	+114.36%
Sep 30, 2025	FIFTH THIRD BANCORP	0.05%	69.05K	20.55M	-835	-1.19%
Sep 30, 2025	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.06%	70.95K	21.12M	6.12K	+9.43%
Sep 30, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.06%	73.85K	21.98M	135	+0.18%
Sep 30, 2025	MCADAM, LLC	0.06%	74.06K	22.04M	-6.64K	-8.23%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	75.38K	22.43M	23.73K	+45.93%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	76.4K	22.74M	-940	-1.22%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.06%	77.84K	23.17M	753	+0.98%
Sep 30, 2025	ONE DAY IN JULY LLC	0.09%	121.1K	36.04M	8.09K	+7.16%
Sep 30, 2025	COLONY GROUP, LLC	0.18%	226.23K	67.33M	3.75K	+1.69%
Sep 30, 2025	MARINER, LLC	0.16%	209.42K	62.33M	6.3K	+3.10%
Sep 30, 2025	STRATEGIES WEALTH ADVISORS, LLC	0.11%	141.3K	42.05M	1.95K	+1.40%
Sep 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.1%	133.31K	39.65M	-2.54K	-1.87%
Sep 30, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.1%	127.63K	37.99M	-3.24K	-2.48%
Sep 30, 2025	CREATIVE PLANNING	0.09%	122.12K	36.34M	9.45K	+8.38%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.18%	228.23K	67.93M	31.17K	+15.82%
Sep 30, 2025	ROYAL BANK OF CANADA	0.22%	277.3K	82.53M	-8.12K	-2.84%
Sep 30, 2025	BRAGG FINANCIAL ADVISORS, INC	0.1%	132.29K	39.37M	979	+0.75%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.07%	84.62K	25.19M	4.48K	+5.59%
Sep 30, 2025	AARON WEALTH ADVISORS LLC	0.07%	85.29K	25.38M	27.49K	+47.55%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.07%	88.67K	26.43M	-78	-0.09%
Sep 30, 2025	WALDRON PRIVATE WEALTH LLC	0.07%	91.97K	27.41M	-1.23K	-1.32%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.07%	91.97K	27.37M	-4.84K	-5.00%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.66%	317.81K	88.01M	26.46K	+9.08%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	1.57%	759.31K	210.29M	-199.18K	-20.78%
Jun 30, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.25%	120.46K	33.36M	-323	-0.27%
Jun 30, 2025	BRICKLEY WEALTH MANAGEMENT	0.21%	100.27K	27.77M	317	+0.32%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.2%	96.82K	26.81M	75.25K	+348.87%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.19%	93.88K	26.43M	-25	-0.03%
Jun 30, 2025	WALDRON PRIVATE WEALTH LLC	0.19%	93.2K	25.85M	-426	-0.46%
Jun 30, 2025	MCADAM, LLC	0.17%	80.7K	22.35M	-367	-0.45%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.17%	80.14K	22.2M	-4.2K	-4.98%
Jun 30, 2025	TOTAL WEALTH PLANNING, LLC	0.14%	67.98K	18.83M	3.54K	+5.49%
Jun 30, 2025		0.14%	66.57K	18.44M	1.39K	+2.13%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.92%	443.26K	122.76M	-19.99K	-4.31%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.76%	367.03K	101.65M	78.12K	+27.04%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.56%	270.7K	74.97M	-31.51K	-10.43%
Jun 30, 2025	JPMORGAN CHASE & CO	0.52%	250.2K	69.29M	27.56K	+12.38%
Jun 30, 2025	COLONY GROUP, LLC	0.46%	222.47K	61.61M	3.79K	+1.73%
Jun 30, 2025	MARINER, LLC	0.42%	203.12K	56.25M	6.7K	+3.41%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.41%	197.06K	54.57M	22.46K	+12.86%
Jun 30, 2025	STRATEGIES WEALTH ADVISORS, LLC	0.29%	139.35K	38.59M	-693	-0.49%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.28%	134.68K	37.3M	-3.21K	-2.33%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.24%	115.83K	32.08M	1.97K	+1.73%
Jun 30, 2025	ADVISER INVESTMENTS LLC	0.74%	357.3K	98.95M	23.71K	+7.11%
Jun 30, 2025	US BANCORP \DE\	0.36%	176.48K	48.89M	-189	-0.11%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.32%	153.77K	42.59M	-2.81K	-1.79%
Jun 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.28%	135.85K	37.6M	1.2K	+0.89%
Jun 30, 2025	RODGERS & ASSOCIATES, LTD	0.27%	132.24K	36.62M	6.81K	+5.43%
Jun 30, 2025	ASSETMARK, INC	3.18%	1.54M	426.65M	26.03K	+1.72%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.42%	688.89K	190.23M	42.38K	+6.56%
Jun 30, 2025	COHEN KLINGENSTEIN LLC	1.4%	678.87K	188.01M	110	+0.02%
Jun 30, 2025	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.13%	64.84K	17.96M	7.72K	+13.52%
Jun 30, 2025	SAGE FINANCIAL GROUP INC	0.13%	63.85K	17.68M	479	+0.76%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.13%	62.79K	17.39M	2.82K	+4.71%
Jun 30, 2025	RETIREMENT INVESTMENT ADVISORS, INC.	0.12%	59.26K	16.41M	791	+1.35%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.12%	58K	16.07M	51.89K	+849.00%
Jun 30, 2025	ADVENTIST HEALTH SYSTEM/ WEST	0.12%	55.72K	15.43M	0	0
Jun 30, 2025	AVANTAX PLANNING PARTNERS, INC.	0.11%	55.54K	15.38M	18.35K	+49.35%
Jun 30, 2025	GALLAGHER FIDUCIARY ADVISORS, LLC	0.11%	55.27K	15.31M	2.93K	+5.60%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.11%	54.88K	15.2M	-4.43K	-7.47%
Jun 30, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.11%	54.72K	15.16M	-1.89K	-3.35%
Jun 30, 2025	PASADENA PRIVATE WEALTH, LLC	0.11%	54.25K	15.02M	38	+0.07%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	1.33%	642.04K	177.81M	40.34K	+6.70%
Jun 30, 2025	MATHER GROUP, LLC.	1.26%	611.56K	169.37M	-191.24K	-23.82%
Jun 30, 2025	MORGAN STANLEY	3.89%	1.88M	521.19M	7.67K	+0.41%
Jun 30, 2025	CHOREO, LLC	1.06%	513.23K	142.35M	949	+0.19%
Jun 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	1.04%	502.16K	139.07M	11.78K	+2.40%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	1.02%	493.19K	136.58M	23.42K	+4.98%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.75%	364.16K	100.85M	-8.87K	-2.38%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.73%	353.71K	97.96M	-4.51K	-1.26%
Jun 30, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.65%	316.82K	87.74M	-2.46K	-0.77%
Jun 30, 2025	SAND HILL GLOBAL ADVISORS, LLC	0.63%	307.17K	85.07M	302.05K	+5,905.18%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.24%	117.82K	32.63M	2.14K	+1.85%
Jun 30, 2025	BRAGG FINANCIAL ADVISORS, INC	0.27%	131.31K	36.37M	5.59K	+4.44%
Jun 30, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.27%	130.88K	36.24M	-2.19K	-1.64%
Jun 30, 2025	ONE DAY IN JULY LLC	0.23%	113.01K	31.3M	8.14K	+7.76%
Jun 30, 2025	INSPIRION WEALTH ADVISORS, LLC	0.23%	111.95K	31M	-683	-0.61%
Jun 30, 2025	VISION CAPITAL MANAGEMENT, INC.	0.21%	103.74K	28.73M	1.35K	+1.32%
Jun 30, 2025	JENTNER CORP	0.21%	102.46K	28.37M	2.64K	+2.64%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.18%	88.75K	24.62M	-1.65K	-1.82%
Jun 30, 2025	BHK INVESTMENT ADVISORS, LLC	0.18%	85.22K	23.6M	2.45K	+2.96%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.16%	77.08K	21.35M	53.84K	+231.71%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.16%	76.7K	21.24M	517	+0.68%
Jun 30, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.15%	73.71K	20.41M	2.12K	+2.97%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.27%	129.65K	35.9M	4.16K	+3.32%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	20.57%	9.95M	2.76B	97.1K	+0.99%
Jun 30, 2025	SEI INVESTMENTS CO	1.94%	938.78K	259.98M	18K	+1.96%
Jun 30, 2025	LPL FINANCIAL LLC	1.79%	867.13K	240.14M	39.34K	+4.75%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.79%	866.19K	239.88M	-17.78K	-2.01%
Jun 30, 2025	UBS GROUP AG	1.69%	817.76K	226.47M	-47.45K	-5.48%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.41%	680.94K	188.58M	-17.68K	-2.53%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.31%	635.25K	175.9M	-21.45K	-3.27%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.83%	403.92K	111.54M	-11.16K	-2.69%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.7%	338.1K	93.63M	15.59K	+4.83%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.61%	295.78K	81.91M	-858	-0.29%
Jun 30, 2025	ROYAL BANK OF CANADA	0.59%	285.42K	79.04M	-702.83K	-71.12%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.65%	314.94K	84.72M	122.8K	+63.91%
Jun 30, 2025	1832 ASSET MANAGEMENT L.P.	0.46%	222.65K	61.66M	3.76K	+1.72%
Jun 30, 2025	SUMMIT FINANCIAL STRATEGIES, INC.	0.29%	139.51K	38.64M	3.22K	+2.36%
Jun 30, 2025	STEPHENS INC /AR/	0.28%	135.83K	37.62M	78.65K	+137.55%
Mar 31, 2025	MATHER GROUP, LLC.	1.66%	802.8K	202.12M	49.28K	+6.54%
Mar 31, 2025	RODGERS & ASSOCIATES, LTD	0.26%	125.43K	31.58M	5.24K	+4.36%
Mar 31, 2025	COLONY GROUP, LLC	0.45%	218.68K	55.06M	4.05K	+1.88%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.61%	296.64K	74.68M	-1.25K	-0.42%
Mar 31, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.66%	319.28K	80.38M	1.28K	+0.40%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.67%	322.51K	81.2M	35.49K	+12.36%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.83%	883.97K	222.56M	28.53K	+3.34%
Mar 31, 2025	SEI INVESTMENTS CO	1.9%	920.78K	231.82M	44.7K	+5.10%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	1.98%	958.49K	241.32M	7.09K	+0.75%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	20.37%	9.86M	2.48B	281K	+2.93%
Mar 31, 2025	INSPIRION WEALTH ADVISORS, LLC	0.23%	112.63K	28.36M	-1K	-0.88%
Mar 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.97%	469.78K	118.28M	48.27K	+11.45%
Mar 31, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	1.01%	490.38K	123.46M	4.78K	+0.98%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.44%	698.61K	175.89M	766	+0.11%
Mar 31, 2025	UBS GROUP AG	1.79%	865.21K	217.83M	-18.34K	-2.08%
Mar 31, 2025	ASSETMARK, INC	3.13%	1.51M	381.32M	55.47K	+3.80%
Mar 31, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.25%	120.78K	30.41M	3.7K	+3.16%
Mar 31, 2025	BRAGG FINANCIAL ADVISORS, INC	0.26%	125.73K	31.65M	5.14K	+4.26%
Mar 31, 2025	STRATEGIES WEALTH ADVISORS, LLC	0.29%	140.04K	35.26M	7.2K	+5.42%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.4%	192.13K	48.44M	-50.84K	-20.92%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.62%	302.21K	76.09M	-2.48K	-0.81%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.86%	415.08K	104.39M	-46.23K	-10.02%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.96%	463.25K	116.63M	-3.31K	-0.71%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.34%	646.51K	163.54M	-1.27M	-66.19%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.36%	656.71K	165.34M	-21.92K	-3.23%
Mar 31, 2025	COHEN KLINGENSTEIN LLC	1.4%	678.76K	170.89M	3.68K	+0.55%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.26%	125.49K	31.59M	8.58K	+7.34%
Mar 31, 2025	1832 ASSET MANAGEMENT L.P.	0.45%	218.9K	55.11M	20.58K	+10.38%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.77%	373.03K	93.92M	182.96K	+96.26%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.36%	174.6K	43.96M	8.51K	+5.12%
Mar 31, 2025	US BANCORP \DE\	0.37%	176.67K	44.49M	-14.82K	-7.74%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.24%	113.86K	28.67M	-4.79K	-4.04%
Mar 31, 2025	CREATIVE PLANNING	0.24%	115.73K	29.14M	-7.5K	-6.08%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.28%	137.89K	34.72M	3.4K	+2.53%
Mar 31, 2025	MARINER, LLC	0.41%	196.42K	49.45M	-1.35K	-0.68%
Mar 31, 2025	CHOREO, LLC	1.06%	512.28K	128.98M	-23.57K	-4.40%
Mar 31, 2025	ROYAL BANK OF CANADA	2.04%	988.25K	248.81M	773.01K	+359.13%
Mar 31, 2025	MORGAN STANLEY	3.87%	1.87M	471.9M	71.91K	+3.99%
Mar 31, 2025	LPL FINANCIAL LLC	1.71%	827.79K	208.41M	81.73K	+10.95%
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.28%	134.65K	33.88M	4.93K	+3.80%
Mar 31, 2025	SUMMIT FINANCIAL STRATEGIES, INC.	0.28%	136.29K	34.31M	-2.52K	-1.81%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.24%	115.68K	29.16M	-701	-0.60%
Mar 31, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.28%	133.06K	33.5M	-3.01K	-2.21%
Mar 31, 2025	JPMORGAN CHASE & CO	0.46%	222.64K	56.05M	-7.01K	-3.05%
Mar 31, 2025	ADVISER INVESTMENTS LLC	0.69%	333.6K	83.99M	12.92K	+4.03%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.74%	358.22K	90.19M	-11.51K	-3.11%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	1.24%	601.7K	151.49M	141.2K	+30.66%
Mar 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.32%	156.58K	39.42M	-3.12K	-1.95%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.6%	288.92K	72.74M	3.15K	+1.10%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.6%	291.35K	73.35M	-6.15K	-2.07%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.2%	96.64K	25.2M	17.72K	+22.45%
Mar 31, 2024	MEMBERS TRUST CO	0.2%	96.68K	25.21M	-2.62K	-2.64%
Mar 31, 2024	ONE DAY IN JULY LLC	0.2%	96.71K	25.21M	3.71K	+3.99%
Mar 31, 2024	WALDRON PRIVATE WEALTH LLC	0.2%	97.32K	25.37M	-8.07K	-7.66%
Mar 31, 2024	CREATIVE PLANNING	0.2%	99.07K	25.83M	-7.91K	-7.40%
Mar 31, 2024	WEALTHSPIRE ADVISORS, LLC	0.22%	104.33K	27.2M	24K	+29.88%
Mar 31, 2024	STRATEGIES WEALTH ADVISORS, LLC	0.22%	105.37K	27.47M	9.23K	+9.60%
Mar 31, 2024	MORGAN STANLEY	4%	1.93M	504.46M	18.6K	+0.97%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	17.02%	8.24M	2.15B	1.68M	+25.59%
Mar 31, 2024	BHK INVESTMENT ADVISORS, LLC	0.2%	97.42K	25.4M	23.81K	+32.35%
Mar 31, 2024	LPL FINANCIAL LLC	1.31%	632.61K	164.93M	24.04K	+3.95%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.41%	681K	177.55M	18.02K	+2.72%
Mar 31, 2024	MATHER GROUP, LLC.	1.59%	770.69K	186.33M	-2.54K	-0.33%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.61%	777.23K	202.64M	38.77K	+5.25%
Mar 31, 2024	SEI INVESTMENTS CO	1.71%	826.74K	215.55M	49.43K	+6.36%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	1.74%	842.6K	219.68M	921	+0.11%
Mar 31, 2024	UBS GROUP AG	1.78%	859.62K	224.12M	93.22K	+12.16%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	1.84%	888.62K	231.68M	7.33K	+0.83%
Mar 31, 2024	ASSETMARK, INC	2.71%	1.31M	341.93M	-29.91K	-2.23%
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	4.94%	2.39M	623.79M	-200.85K	-7.74%
Mar 31, 2024	INSPIRION WEALTH ADVISORS, LLC	0.22%	106.86K	27.86M	319	+0.30%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.22%	108.78K	28.36M	-283	-0.26%
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0.24%	114.15K	29.49M	6.02K	+5.57%
Mar 31, 2024	BRAGG FINANCIAL ADVISORS, INC	0.24%	117.24K	30.57M	479	+0.41%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	118.55K	30.91M	-28.4K	-19.32%
Mar 31, 2024	RODGERS & ASSOCIATES, LTD	0.25%	120.17K	31.33M	-189	-0.16%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.26%	126.24K	32.91M	-1.36K	-1.07%
Mar 31, 2024	SUMMIT FINANCIAL STRATEGIES, INC.	0.28%	135.91K	35.43M	1.2K	+0.89%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.29%	139.51K	36.38M	12.67K	+9.98%
Mar 31, 2024	AMERICAN FINANCIAL ADVISORS, LLC	0.3%	143.55K	37.43M	-3.19K	-2.17%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.3%	144.18K	37.59M	5.72K	+4.13%
Mar 31, 2024	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.33%	161.11K	42M	-5.57K	-3.34%
Mar 31, 2024	LINCOLN NATIONAL CORP	0.34%	164.02K	42.76M	-4.85K	-2.87%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.35%	170.22K	44.38M	14.36K	+9.21%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.36%	174.59K	45.52M	5.71K	+3.38%
Mar 31, 2024	MARINER, LLC	0.39%	186.39K	48.6M	-1.13K	-0.60%
Mar 31, 2024	COLONY GROUP, LLC	0.39%	189.67K	49.45M	19.09K	+11.19%
Mar 31, 2024	ROYAL BANK OF CANADA	0.45%	217.11K	56.61M	-21.04K	-8.83%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.49%	234.71K	61.19M	-11.2K	-4.55%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.5%	241.86K	63.06M	-4.83K	-1.96%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.5%	242.7K	63.28M	242.7K	+100.00%
Mar 31, 2024	MILL CREEK CAPITAL ADVISORS, LLC	0.5%	243.27K	63.43M	5.96K	+2.51%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.53%	256.32K	66.88M	-112.08K	-30.42%
Mar 31, 2024	EP WEALTH ADVISORS, LLC	0.54%	259.08K	67.55M	13.4K	+5.45%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.57%	277.35K	72.31M	66.02K	+31.24%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.57%	277.66K	72.39M	250.45K	+920.68%
Mar 31, 2024	ADVISER INVESTMENTS LLC	0.61%	296.65K	77.34M	5.34K	+1.83%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.62%	297.9K	77.67M	9.75K	+3.38%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.62%	301.28K	78.6M	-565	-0.19%
Mar 31, 2024	JPMORGAN CHASE & CO	0.65%	314.06K	81.88M	695	+0.22%
Mar 31, 2024	US BANCORP \DE\	0.67%	322.37K	84.05M	55.44K	+20.77%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.67%	322.95K	84.21M	-10.36K	-3.11%
Mar 31, 2024	COHEN KLINGENSTEIN LLC	0.74%	360.15K	93.9M	100	+0.03%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.78%	377.34K	98.38M	-18.76K	-4.74%
Mar 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	0.82%	397.16K	103.55M	397.16K	+100.00%
Mar 31, 2024	TIAA TRUST, NATIONAL ASSOCIATION	0.85%	411.3K	107.23M	37.98K	+10.17%
Mar 31, 2024	CHOREO, LLC	1.05%	506.3K	132M	-12.26K	-2.37%
Mar 31, 2024	VISION CAPITAL MANAGEMENT, INC.	0.2%	94.79K	24.71M	18.51K	+24.27%
Mar 31, 2024	BRICKLEY WEALTH MANAGEMENT	0.2%	95.6K	24.92M	431	+0.45%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.23%	109.06K	26.25M	5.11K	+4.92%
Dec 31, 2023	BRAGG FINANCIAL ADVISORS, INC	0.24%	116.76K	28.23M	5.82K	+5.25%
Dec 31, 2023	RODGERS & ASSOCIATES, LTD	0.25%	120.36K	29.1M	5.02K	+4.35%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.26%	124.75K	30.16M	17.81K	+16.65%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.26%	126.85K	30.67M	3.38K	+2.74%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.26%	127.6K	30.85M	-5.23K	-3.94%
Dec 31, 2023	SUMMIT FINANCIAL STRATEGIES, INC.	0.28%	134.71K	32.57M	785	+0.59%
Dec 31, 2023	PERFROMANCE WEALTH PARTNERS, LLC	0.28%	135.99K	32.88M	-9.2K	-6.34%
Dec 31, 2023		0.29%	138.46K	33.47M	138.46K	+100.00%
Dec 31, 2023	AMERICAN FINANCIAL ADVISORS, LLC	0.3%	146.74K	35.48M	-3.29K	-2.20%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	146.95K	35.53M	9.23K	+6.70%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.32%	155.86K	37.68M	-49.47K	-24.09%
Dec 31, 2023	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.34%	166.67K	40.3M	-52.93K	-24.10%
Dec 31, 2023	LINCOLN NATIONAL CORP	0.35%	168.87K	40.83M	9.88K	+6.21%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.35%	168.89K	40.83M	1.48K	+0.89%
Dec 31, 2023	MARINER, LLC	0.39%	187.52K	45.34M	3.65K	+1.99%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.41%	196.34K	812K	196.34K	+100.00%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.44%	211.33K	51.09M	39.47K	+22.97%
Dec 31, 2023	MILL CREEK CAPITAL ADVISORS, LLC	0.49%	237.31K	57.37M	5.66K	+2.44%
Dec 31, 2023	ROYAL BANK OF CANADA	0.49%	238.14K	57.58M	39.72K	+20.02%
Dec 31, 2023	1832 ASSET MANAGEMENT L.P.	0.5%	239.7K	57.95M	-5.22K	-2.13%
Dec 31, 2023	EP WEALTH ADVISORS, LLC	0.51%	245.69K	59.4M	24.61K	+11.13%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.51%	245.91K	59.45M	24.05K	+10.84%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.51%	246.69K	59.64M	81.03K	+48.91%
Dec 31, 2023	US BANCORP \DE\	0.55%	266.93K	64.54M	-487	-0.18%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.6%	288.15K	69.67M	20K	+7.46%
Dec 31, 2023	ADVISER INVESTMENTS LLC	0.6%	291.31K	70.43M	16.05K	+5.83%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.62%	300.94K	72.76M	213.59K	+244.51%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.62%	301.84K	72.93M	-24.96K	-7.64%
Dec 31, 2023	JPMORGAN CHASE & CO	0.65%	313.37K	75.76M	84.3K	+36.80%
Dec 31, 2023	MONETA GROUP INVESTMENT ADVISORS LLC	0.66%	318.3K	76.95M	41.99K	+15.20%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.69%	333.31K	80.59M	20.97K	+6.71%
Dec 31, 2023	COHEN KLINGENSTEIN LLC	0.74%	360.05K	87.05M	8.42K	+2.40%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.76%	368.4K	89.11M	-92.77K	-20.12%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.82%	396.1K	95.76M	25.31K	+6.83%
Dec 31, 2023	CHOREO, LLC	1.07%	518.57K	125.37M	11.42K	+2.25%
Dec 31, 2023	LPL FINANCIAL LLC	1.26%	608.57K	147.13M	-3.29K	-0.54%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.37%	662.98K	160.29M	35.17K	+5.60%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.53%	738.46K	178.54M	-243.73K	-24.82%
Dec 31, 2023	UBS GROUP AG	1.58%	766.41K	185.29M	3.31K	+0.43%
Dec 31, 2023	MATHER GROUP, LLC.	1.6%	773.23K	186.94M	21.12K	+2.81%
Dec 31, 2023	SEI INVESTMENTS CO	1.61%	777.31K	187.93M	14K	+1.83%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	1.74%	841.68K	203.49M	-193.93K	-18.73%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	1.82%	881.29K	213.07M	33.32K	+3.93%
Dec 31, 2023	ASSETMARK, INC	2.77%	1.34M	324.31M	47.61K	+3.68%
Dec 31, 2023	MORGAN STANLEY	3.96%	1.92M	463.3M	26.85K	+1.42%
Dec 31, 2023	JONES FINANCIAL COMPANIES LLLP	5.36%	2.59M	627.01M	-34.19K	-1.30%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	13.55%	6.56M	1.59B	909.35K	+16.10%

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