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

Who are the major shareholders selling Vanguard Consumer Discretionary ETF stock?

RICHMOND BROTHERS, INC., in the last quarter, reduced its stake in VCR by -1.83% restricting it's holding to 16.76 thousand shares of worth nearly $6.02M. BAILARD, INC. also lessened -3.3% of the VCR shares from its portfolio, reducing its holding to 23.78 thousand shares of worth $8.54M. CI PRIVATE WEALTH, LLC also shunned VCR shares holding by -1.06% last quarter which brought its holding to 19.03 thousand shares worth $6.68M.

Investors who are buying VCR stock?

As per its latest 13F filing, CONCURRENT INVESTMENT ADVISORS, LLC increased its stake in VCR by 9.27% in the last quarter. The institutional holder raised its holding to 16.26 thousand shares having worth more than $5.84M. ESG PLANNING also added 1.74% more shares of VCR to its portfolio, raising its holding to 17.85 thousand shares of worth $6.41M. GIBRALTAR CAPITAL MANAGEMENT, INC. also increased its VCR shares holding by 1.45% which brought its holding to 24.46 thousand shares worth $8.78M.

VCR's major insiders: who are they?

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

Did an insider recently sell VCR stock?

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

Which insider recently purchased VCR stock?

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

How much of VCR does insiders own?

Around 0 Vanguard Consumer Discretionary ETF shares are held by insiders, which represents about N/A of VCR stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VCR?

CONCURRENT INVESTMENT ADVISORS, LLC is the largest institutional owner in VCR which holds 16.26 thousand shares worth $5.84M or 0.1% of the total VCR shares outstanding followed by RICHMOND BROTHERS, INC. with ownership of 16.76 thousand shares representing 0.1% of the VCR ownership. ESG PLANNING is the third largest stakeholder with 17.85 thousand shares or 0.11% of the ownership worth more than $6.41M.

Is Vanguard Consumer Discretionary 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 VCR is concerned, it is a stock which is optionable.

Is there a short position on VCR's shares?

Number of VCR 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 VCR shares are there?

As of today, null shares of VCR are outstanding.

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

VCR 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 VCR is null.

Vanguard Consumer Discretionary ETF (VCR) 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. CONCURRENT INVESTMENT ADVISORS, LLC is the top corporate investor, holding 16.26K shares valued at $5.84M. A 0.1% stake in Vanguard Consumer Discretionary ETF is owned by the company. RICHMOND BROTHERS, INC. owns 16.76K shares valued at $6.02M, which translates its holding of 0.1% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.1%	16.26K	5.84M	1.38K	+9.27%
Mar 31, 2026	RICHMOND BROTHERS, INC.	0.1%	16.76K	6.02M	-312	-1.83%
Mar 31, 2026	ESG PLANNING	0.11%	17.85K	6.41M	305	+1.74%
Mar 31, 2026	BAILARD, INC.	0.14%	23.78K	8.54M	-811	-3.30%
Mar 31, 2026	GIBRALTAR CAPITAL MANAGEMENT, INC.	0.15%	24.46K	8.78M	350	+1.45%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.3%	49.82K	1.3M	49.68K	+33,338.93%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.12%	19.03K	6.68M	-203	-1.06%
Mar 31, 2026	BEACON CAPITAL MANAGEMENT, INC.	1.13%	186.01K	66.78M	-79.64K	-29.98%
Mar 31, 2026		0.12%	19.24K	6.91M	-369	-1.88%
Mar 31, 2026	FOUNDERS GROVE WEALTH PARTNERS, LLC	0.13%	20.73K	7.44M	215	+1.05%
Mar 31, 2026	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.17%	27.66K	9.93M	-1.92K	-6.48%
Mar 31, 2026	ASSETMARK, INC	0.27%	44.76K	16.07M	18.74K	+72.00%
Mar 31, 2026	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.13%	21.53K	7.72M	44	+0.20%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.14%	22.51K	8.08M	-2.99K	-11.71%
Mar 31, 2026	ROYAL FUND MANAGEMENT, LLC	0.14%	22.58K	6.02M	16.29K	+258.84%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.14%	22.95K	8.24M	-2.89K	-11.19%
Mar 31, 2026	HOBART PRIVATE CAPITAL, LLC	0.18%	28.92K	10.38M	-287	-0.98%
Mar 31, 2026	MASSMUTUAL TRUST CO FSB/ADV	0.18%	29.1K	10.45M	-442	-1.50%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	31.92K	11.46M	-1.37K	-4.11%
Mar 31, 2026	TRUST CO OF OKLAHOMA	0.2%	32.28K	11.59M	-537	-1.64%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	33.7K	12.1M	-1.63K	-4.61%
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0.23%	37.28K	13.39M	-4.91K	-11.63%
Mar 31, 2026	ADAPTIVE FINANCIAL CONSULTING, LLC	0.23%	37.68K	13.53M	1.91K	+5.33%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.23%	38.07K	13.67M	-293	-0.76%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.24%	39.48K	14.19M	-2.57K	-6.10%
Mar 31, 2026	MARINER, LLC	0.24%	39.97K	14.35M	-517	-1.28%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.28%	46.62K	16.74M	-1.25K	-2.62%
Mar 31, 2026	EMPOWER ADVISORY GROUP, LLC	0.29%	47.22K	16.95M	27	+0.06%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.29%	48.42K	17.38M	-13.79K	-22.16%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.31%	51.32K	18.43M	-7.36K	-12.55%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.81%	133.13K	47.8M	125	+0.09%
Mar 31, 2026	M&T BANK CORP	0.31%	51.36K	18.44M	-6.81K	-11.71%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.31%	51.55K	18.51M	-7.38K	-12.52%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.34%	56.18K	20.17M	8.8K	+18.57%
Mar 31, 2026	ROYAL BANK OF CANADA	0.41%	68.08K	24.44M	-9.32K	-12.04%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.47%	77.74K	27.91M	2.81K	+3.75%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.47%	77.92K	27.99M	-12.5K	-13.83%
Mar 31, 2026	KCM INVESTMENT ADVISORS LLC	0.53%	86.49K	31.05M	203	+0.24%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.53%	87.98K	31.59M	4.31K	+5.15%
Mar 31, 2026	LIDO ADVISORS, LLC	0.54%	88.18K	31.66M	5.17K	+6.23%
Mar 31, 2026	AUTO-OWNERS INSURANCE CO	0.56%	92.7K	33.28M	0	0
Mar 31, 2026	LPL FINANCIAL LLC	1.34%	219.95K	78.97M	-28.61K	-11.51%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.06%	338.46K	121.52M	-9.22K	-2.65%
Mar 31, 2026	UBS GROUP AG	2.07%	340.94K	122.41M	7.2K	+2.16%
Mar 31, 2026	PGIM CUSTOM HARVEST LLC	2.41%	396.13K	142.22M	46.25K	+13.22%
Mar 31, 2026	MORGAN STANLEY	2.53%	416.56K	149.56M	24.44K	+6.23%
Mar 31, 2026	JPMORGAN CHASE & CO	2.63%	433.14K	150.6M	-25.8K	-5.62%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	9.44%	1.55M	558.2M	59.16K	+3.96%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.11%	183.46K	65.87M	-23.21K	-11.23%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.69%	112.99K	40.57M	-968	-0.85%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.74%	122.31K	43.91M	-42.73K	-25.89%
Mar 31, 2026	FINANCIAL FREEDOM, LLC	0.11%	18.3K	6.57M	-37	-0.20%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.08%	13.29K	4.77M	-4.69K	-26.10%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.08%	13.34K	4.79M	-116	-0.86%
Mar 31, 2026	SALOMON & LUDWIN, LLC	0.08%	13.82K	4.94M	-71	-0.51%
Mar 31, 2026	PARK NATIONAL CORP /OH/	0.09%	14.81K	5.32M	-1.85K	-11.10%
Mar 31, 2026	APOLLON FINANCIAL, LLC	0.1%	15.99K	5.74M	-148	-0.92%
Mar 31, 2026	BONFIRE FINANCIAL	0.1%	16.06K	5.76M	-382	-2.32%
Dec 31, 2025	FOUNDERS GROVE WEALTH PARTNERS, LLC	0.12%	20.52K	8.08M	-300	-1.44%
Dec 31, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.12%	21.48K	8.46M	86	+0.40%
Dec 31, 2025	POLIANTA LTD	0.13%	22.8K	8.98M	2.2K	+10.68%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.15%	25.84K	10.18M	2.27K	+9.64%
Dec 31, 2025	ADAPTIVE FINANCIAL CONSULTING, LLC	0.2%	35.78K	14.09M	933	+2.68%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.42%	74.92K	29.51M	5.48K	+7.89%
Dec 31, 2025	MORGAN STANLEY	2.15%	392.12K	154.46M	6.96K	+1.81%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.91%	347.68K	136.96M	-11.77K	-3.27%
Dec 31, 2025	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.07%	12.13K	4.78M	-150	-1.22%
Dec 31, 2025	CURRAN FINANCIAL PARTNERS, LLC	0.07%	12.83K	5.05M	372	+2.99%
Dec 31, 2025	JPMORGAN CHASE & CO	2.62%	458.94K	180.79M	-4.92K	-1.06%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.23%	42.05K	16.58M	-7.12K	-14.48%
Dec 31, 2025	PARK NATIONAL CORP /OH/	0.1%	16.66K	6.56M	653	+4.08%
Dec 31, 2025	RICHMOND BROTHERS, INC.	0.1%	17.07K	6.72M	-1.6K	-8.57%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.74%	133K	52.39M	8.42K	+6.76%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.91%	165.04K	65.01M	-14.18K	-7.91%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.16%	206.67K	81.41M	3K	+1.47%
Dec 31, 2025	LPL FINANCIAL LLC	1.39%	248.56K	97.91M	-2.33K	-0.93%
Dec 31, 2025	BEACON CAPITAL MANAGEMENT, INC.	1.48%	265.65K	104.64M	-31.79K	-10.69%
Dec 31, 2025	UBS GROUP AG	1.83%	333.74K	131.47M	-4.78K	-1.41%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	8.22%	1.5M	589.14M	25.74K	+1.75%
Dec 31, 2025	CITADEL ADVISORS LLC	0.1%	18.54K	7.3M	2.36K	+14.55%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.11%	19.23K	7.58M	14.86K	+339.31%
Dec 31, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.11%	19.67K	32.24K	0	0
Dec 31, 2025	GIBRALTAR CAPITAL MANAGEMENT, INC.	0.14%	24.11K	9.5M	-70	-0.29%
Dec 31, 2025	BAILARD, INC.	0.14%	24.59K	9.69M	723	+3.03%
Dec 31, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.14%	25.3K	9.97M	0	0
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.15%	25.5K	10.05M	-304	-1.18%
Dec 31, 2025	ASSETMARK, INC	0.15%	26.02K	10.25M	5.19K	+24.90%
Dec 31, 2025	GRIMES & COMPANY, INC.	0.16%	28.22K	11.12M	-1.02K	-3.49%
Dec 31, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.16%	29.54K	11.64M	-867	-2.85%
Dec 31, 2025	HOBART PRIVATE CAPITAL, LLC	0.17%	29.21K	11.51M	-1	0.00%
Dec 31, 2025	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.17%	29.57K	11.65M	813	+2.83%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	35.33K	13.92M	-1.36K	-3.72%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.22%	38.36K	15.11M	-379	-0.98%
Dec 31, 2025	MARINER, LLC	0.23%	40.48K	15.95M	-571	-1.39%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.26%	47.88K	18.86M	-10.88K	-18.52%
Dec 31, 2025	EMPOWER ADVISORY GROUP, LLC	0.26%	47.19K	18.59M	5.22K	+12.45%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.32%	58.68K	23.12M	1.76K	+3.08%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.32%	58.93K	23.21M	-2.46K	-4.01%
Dec 31, 2025	M&T BANK CORP	0.33%	58.18K	22.92M	-1.31K	-2.20%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.48%	83.67K	32.96M	-861	-1.02%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.5%	90.42K	35.68M	-21.74K	-19.38%
Dec 31, 2025	PGIM CUSTOM HARVEST LLC	1.92%	349.88K	137.82M	-16.16K	-4.41%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.36%	62.2K	24.5M	60.24K	+3,067.21%
Dec 31, 2025	ESG PLANNING	0.1%	17.55K	6.91M	1.48K	+9.18%
Dec 31, 2025	TRUST CO OF OKLAHOMA	0.19%	32.81K	12.93M	-698	-2.08%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	33.29K	13.11M	-464	-1.37%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.23%	42.19K	16.62M	-1.16K	-2.67%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.26%	47.38K	18.66M	34.08K	+256.24%
Dec 31, 2025	ROYAL BANK OF CANADA	0.43%	77.39K	30.49M	3.79K	+5.15%
Dec 31, 2025	LIDO ADVISORS, LLC	0.47%	83.01K	32.8M	6.23K	+8.11%
Dec 31, 2025	KCM INVESTMENT ADVISORS LLC	0.47%	86.28K	33.99M	-57	-0.07%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.64%	113.96K	44.89M	-2.14K	-1.84%
Dec 31, 2025	AUTO-OWNERS INSURANCE CO	0.53%	92.7K	36.72M	12K	+14.87%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.08%	13.45K	5.3M	-5.28K	-28.18%
Dec 31, 2025	SALOMON & LUDWIN, LLC	0.08%	13.89K	5.54M	-47	-0.34%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.09%	14.88K	5.86M	504	+3.51%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.09%	15.34K	6.04M	3.83K	+33.25%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.09%	15.4K	6.07M	16	+0.10%
Dec 31, 2025	APOLLON FINANCIAL, LLC	0.09%	16.14K	6.36M	-109	-0.67%
Dec 31, 2025	BONFIRE FINANCIAL	0.09%	16.44K	6.47M	421	+2.63%
Dec 31, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.1%	17.14K	6.75M	3.03K	+21.51%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.1%	17.98K	7.08M	-308	-1.68%
Dec 31, 2025		0.11%	19.61K	7.73M	19.61K	+100.00%
Sep 30, 2025	MARINER, LLC	0.22%	41.05K	16.26M	8.38K	+25.64%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.32%	58.94K	23.35M	-18.8K	-24.19%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.31%	58.76K	23.28M	55.13K	+1,520.44%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	49.16K	19.29M	2.05K	+4.34%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.23%	43.35K	17.17M	-9.43K	-17.86%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.21%	38.74K	15.35M	-2.29K	-5.57%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	36.69K	14.54M	-8.79K	-19.32%
Sep 30, 2025	ADAPTIVE FINANCIAL CONSULTING, LLC	0.19%	34.84K	13.8M	-180	-0.51%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	33.75K	13.37M	1.53K	+4.75%
Sep 30, 2025	TRUST CO OF OKLAHOMA	0.18%	33.51K	13.28M	492	+1.49%
Sep 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.16%	30.41K	12.05M	714	+2.40%
Sep 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.11%	21.4K	8.48M	-430	-1.97%
Sep 30, 2025	PFG ADVISORS	0.1%	18.98K	7.52M	1.18K	+6.63%
Sep 30, 2025	EMPOWER ADVISORY GROUP, LLC	0.22%	41.97K	16.62M	1.03K	+2.51%
Sep 30, 2025	M&T BANK CORP	0.32%	59.49K	23.57M	-7.67K	-11.42%
Sep 30, 2025	GRIMES & COMPANY, INC.	0.16%	29.24K	11.58M	-1.06K	-3.48%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.3%	56.93K	22.55M	1.33K	+2.39%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.14%	25.81K	10.22M	13.32K	+106.70%
Sep 30, 2025	GIBRALTAR CAPITAL MANAGEMENT, INC.	0.13%	24.18K	9.58M	0	0
Sep 30, 2025	FULL SAIL CAPITAL, LLC	0.24%	44.1K	17.47M	-7.36K	-14.30%
Sep 30, 2025	HOBART PRIVATE CAPITAL, LLC	0.16%	29.21K	11.57M	-443	-1.49%
Sep 30, 2025	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.15%	28.76K	11.32M	-728	-2.47%
Sep 30, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.14%	25.3K	10.02M	0	0
Sep 30, 2025	ASSETMARK, INC	0.11%	20.84K	8.25M	-1.97K	-8.63%
Sep 30, 2025	FINANCIAL FREEDOM, LLC	0.1%	19.05K	7.55M	-341	-1.76%
Sep 30, 2025	BAILARD, INC.	0.13%	23.87K	9.46M	-878	-3.55%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.1%	18.73K	7.42M	4.8K	+34.47%
Sep 30, 2025	RICHMOND BROTHERS, INC.	0.1%	18.67K	7.4M	-301	-1.59%
Sep 30, 2025	APOLLON FINANCIAL, LLC	0.09%	16.25K	6.44M	-24	-0.15%
Sep 30, 2025	ESG PLANNING	0.09%	16.07K	6.37M	2.02K	+14.40%
Sep 30, 2025	BONFIRE FINANCIAL	0.09%	16.02K	6.34M	-59	-0.37%
Sep 30, 2025	PARK NATIONAL CORP /OH/	0.09%	16K	6.34M	315	+2.01%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.08%	15.39K	6.1M	406	+2.71%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.08%	14.38K	5.69M	272	+1.93%
Sep 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.08%	14.1K	5.59M	129	+0.92%
Sep 30, 2025	SALOMON & LUDWIN, LLC	0.07%	13.94K	5.49M	-50	-0.36%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	13.25K	5.25M	-196	-1.46%
Sep 30, 2025	ANFIELD CAPITAL MANAGEMENT, LLC	0.07%	12.6K	4.99M	-7.44K	-37.12%
Sep 30, 2025	CURRAN FINANCIAL PARTNERS, LLC	0.07%	12.46K	4.94M	-370	-2.88%
Sep 30, 2025	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.07%	12.28K	4.86M	23	+0.19%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.06%	11.51K	4.57M	3.02K	+35.54%
Sep 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.06%	10.75K	4.26M	101	+0.95%
Sep 30, 2025	FMR LLC	0.06%	10.35K	4.1M	476	+4.82%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.13%	23.57K	9.34M	-8.49K	-26.48%
Sep 30, 2025	FOUNDERS GROVE WEALTH PARTNERS, LLC	0.11%	20.82K	8.25M	-715	-3.32%
Sep 30, 2025	POLIANTA LTD	0.11%	20.6K	8.16M	-1.5K	-6.79%
Sep 30, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.11%	19.67K	32.31K	19.67K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	7.86%	1.47M	582.28M	-18.69K	-1.26%
Sep 30, 2025	JPMORGAN CHASE & CO	2.48%	463.86K	183.76M	-16.1K	-3.35%
Sep 30, 2025	MORGAN STANLEY	2.06%	385.15K	152.58M	-21.03K	-5.18%
Sep 30, 2025	PGIM CUSTOM HARVEST LLC	1.96%	366.04K	145M	-876	-0.24%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.92%	359.45K	142.39M	-26.29K	-6.82%
Sep 30, 2025	UBS GROUP AG	1.81%	338.52K	134.11M	-15.76K	-4.45%
Sep 30, 2025	BEACON CAPITAL MANAGEMENT, INC.	1.59%	297.44K	117.83M	-43.73K	-12.82%
Sep 30, 2025	LPL FINANCIAL LLC	1.34%	250.89K	99.39M	30.89K	+14.04%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.09%	203.67K	80.69M	1.34K	+0.66%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.96%	179.22K	71M	-13.43K	-6.97%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.67%	124.58K	49.35M	6.24K	+5.27%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.62%	116.1K	45.99M	-6.25K	-5.11%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.6%	112.17K	44.46M	-70.86K	-38.72%
Sep 30, 2025	KCM INVESTMENT ADVISORS LLC	0.46%	86.34K	34.2M	775	+0.91%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.45%	84.53K	33.49M	4.41K	+5.51%
Sep 30, 2025	AUTO-OWNERS INSURANCE CO	0.43%	80.7K	31.91M	0	0
Sep 30, 2025	LIDO ADVISORS, LLC	0.41%	76.78K	30.42M	33.28K	+76.51%
Sep 30, 2025	ROYAL BANK OF CANADA	0.39%	73.6K	29.16M	-1.41K	-1.87%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.37%	69.45K	27.51M	1.27K	+1.86%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.33%	61.39K	24.32M	-2.37K	-3.71%
Jun 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.17%	29.7K	10.76M	736	+2.54%
Jun 30, 2025	HOBART PRIVATE CAPITAL, LLC	0.17%	29.66K	10.74M	-2.18K	-6.84%
Jun 30, 2025	EXCHANGE CAPITAL MANAGEMENT, INC.	0.15%	27.45K	9.95M	1.74K	+6.76%
Jun 30, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.14%	25.3K	9.17M	0	0
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.14%	25.2K	9.18M	5.3K	+26.60%
Jun 30, 2025	POLIANTA LTD	0.12%	22.1K	8.01M	22.1K	+100.00%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.45%	80.11K	30.75M	-4.12K	-4.90%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.31%	55.6K	20.15M	-13.79K	-19.87%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	45.48K	16.48M	-4.65K	-9.27%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.3%	52.77K	19.07M	-14.03K	-21.00%
Jun 30, 2025	M&T BANK CORP	0.38%	67.15K	24.33M	-15.2K	-18.46%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.38%	68.18K	24.7M	-979	-1.42%
Jun 30, 2025	ROYAL BANK OF CANADA	0.42%	75.01K	27.18M	23.11K	+44.52%
Jun 30, 2025	LIDO ADVISORS, LLC	0.24%	43.5K	15.76M	-3.14K	-6.74%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.44%	77.74K	28.17M	3.42K	+4.60%
Jun 30, 2025	AUTO-OWNERS INSURANCE CO	0.45%	80.7K	29.23M	28.97K	+55.99%
Jun 30, 2025	KCM INVESTMENT ADVISORS LLC	0.48%	85.57K	31M	2.27K	+2.73%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.66%	118.35K	42.88M	21.55K	+22.26%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.69%	122.35K	44.33M	-9.14K	-6.95%
Jun 30, 2025	TRUST CO OF OKLAHOMA	0.19%	33.02K	11.96M	-382	-1.14%
Jun 30, 2025	MARINER, LLC	0.18%	32.68K	11.84M	-1.3K	-3.83%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	32.22K	11.67M	-2.48K	-7.16%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.18%	32.05K	11.61M	-25.7K	-44.50%
Jun 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.12%	21.83K	7.91M	295	+1.37%
Jun 30, 2025		0.12%	21.53K	7.8M	536	+2.55%
Jun 30, 2025	ASSETMARK, INC	0.13%	22.8K	8.26M	9.77K	+74.93%
Jun 30, 2025	GIBRALTAR CAPITAL MANAGEMENT, INC.	0.14%	24.18K	8.76M	0	0
Jun 30, 2025	BAILARD, INC.	0.14%	24.75K	8.97M	-738	-2.90%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.16%	28.05K	10.16M	-5.55K	-16.52%
Jun 30, 2025	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.17%	29.49K	10.63M	-590	-1.96%
Jun 30, 2025	ADAPTIVE FINANCIAL CONSULTING, LLC	0.2%	35.02K	12.69M	-115	-0.33%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.22%	39.44K	14.29M	19.99K	+102.76%
Jun 30, 2025	EMPOWER ADVISORY GROUP, LLC	0.23%	40.94K	14.83M	13.69K	+50.25%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	8.36%	1.49M	539.33M	3.39K	+0.23%
Jun 30, 2025	MORGAN STANLEY	2.28%	406.18K	147.17B	20.53K	+5.32%
Jun 30, 2025	UBS GROUP AG	1.99%	354.28K	128.36M	-47.45K	-11.81%
Jun 30, 2025	LPL FINANCIAL LLC	1.24%	220.01K	79.71M	48.16K	+28.03%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.14%	202.34K	73.31M	985	+0.49%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.08%	192.65K	69.8M	-36.94K	-16.09%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.03%	183.03K	66.32M	3.2K	+1.78%
Jun 30, 2025	ANFIELD CAPITAL MANAGEMENT, LLC	0.11%	20.04K	7.26M	-247	-1.22%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	2.1%	373.74K	104.45K	373.74K	+100.00%
Jun 30, 2025	BEACON CAPITAL MANAGEMENT, INC.	1.92%	341.17K	123.61M	228.43K	+202.61%
Jun 30, 2025	FOUNDERS GROVE WEALTH PARTNERS, LLC	0.12%	21.53K	7.8M	536	+2.55%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.23%	41.03K	14.86M	-2.3K	-5.32%
Jun 30, 2025	PROFICIO CAPITAL PARTNERS LLC	4.72%	840.7K	1.27M	840.7K	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	2.7%	479.97K	173.9M	-38.23K	-7.38%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.17%	385.74K	139.76M	38.05K	+10.94%
Jun 30, 2025	PGIM CUSTOM HARVEST LLC	2.06%	366.91K	132.94M	66.55K	+22.16%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	47.12K	17.07M	5.9K	+14.31%
Jun 30, 2025	FULL SAIL CAPITAL, LLC	0.29%	51.46K	18.64M	-994	-1.90%
Jun 30, 2025	GRIMES & COMPANY, INC.	0.17%	30.3K	10.98M	1.85K	+6.49%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.36%	63.76K	23.1M	-808	-1.25%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.12%	20.2K	6.58M	-3.48K	-14.69%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.41%	66.8K	21.74M	-477	-0.71%
Mar 31, 2025	FULL SAIL CAPITAL, LLC	0.32%	52.45K	17.07M	-1.75K	-3.23%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.26%	43.33K	14.1M	-1.21K	-2.71%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.25%	41.22K	13.43M	-211	-0.51%
Mar 31, 2025	EMPOWER ADVISORY GROUP, LLC	0.17%	27.25K	8.87M	23.99K	+736.28%
Mar 31, 2025	EXCHANGE CAPITAL MANAGEMENT, INC.	0.16%	25.71K	8.37M	987	+3.99%
Mar 31, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.13%	21.53K	7.02M	122	+0.57%
Mar 31, 2025	AUTO-OWNERS INSURANCE CO	0.32%	51.73K	4.24M	-40.97K	-44.19%
Mar 31, 2025	ANFIELD CAPITAL MANAGEMENT, LLC	0.12%	20.29K	6.6M	20.29K	+100.00%
Mar 31, 2025		0.13%	21K	6.83M	913	+4.55%
Mar 31, 2025	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.18%	30.08K	9.77M	-21	-0.07%
Mar 31, 2025	HOBART PRIVATE CAPITAL, LLC	0.19%	31.83K	10.36M	-139	-0.43%
Mar 31, 2025	TRUST CO OF OKLAHOMA	0.2%	33.4K	10.87M	69	+0.21%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.42%	69.39K	22.59M	-14.34K	-17.13%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.13%	347.69K	113.18M	12.68K	+3.79%
Mar 31, 2025	MORGAN STANLEY	2.36%	385.65K	125.53M	9.69K	+2.58%
Mar 31, 2025	UBS GROUP AG	2.46%	401.73K	130.77M	24.31K	+6.44%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.23%	201.35K	65.54M	10.87K	+5.71%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.31%	50.13K	16.32M	1.34K	+2.75%
Mar 31, 2025	LIDO ADVISORS, LLC	0.29%	46.64K	15.18M	4.76K	+11.37%
Mar 31, 2025	PGIM CUSTOM HARVEST LLC	1.84%	300.36K	97.77M	980	+0.33%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.4%	229.6K	74.74M	-35.79K	-13.49%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.1%	179.83K	58.55M	30.02K	+20.04%
Mar 31, 2025	LPL FINANCIAL LLC	1.05%	171.84K	55.94M	-6.62K	-3.71%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.8%	131.49K	42.8M	9.68K	+7.95%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.45%	74.32K	24.19M	74.32K	+100.00%
Mar 31, 2025	BAILARD, INC.	0.16%	25.49K	8.3M	-1.55K	-5.72%
Mar 31, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.15%	25.3K	8.24M	0	0
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.51%	84.24K	27.42M	42.96K	+104.06%
Mar 31, 2025	KCM INVESTMENT ADVISORS LLC	0.51%	83.29K	27.11M	2.98K	+3.71%
Mar 31, 2025	M&T BANK CORP	0.5%	82.35K	26.81M	-1.29K	-1.54%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.24%	38.58K	12.56M	-3.66K	-8.65%
Mar 31, 2025	ADAPTIVE FINANCIAL CONSULTING, LLC	0.21%	35.14K	11.44M	-1.44K	-3.94%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	34.7K	11.3M	683	+2.01%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.21%	33.6K	10.94M	33.6K	+100.00%
Mar 31, 2025	GIBRALTAR CAPITAL MANAGEMENT, INC.	0.15%	24.18K	7.87M	24.18K	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0.14%	22.54K	7.34M	21.23K	+1,612.99%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.13%	21.26K	6.92M	-36.31K	-63.08%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	9.08%	1.49M	483.43M	99.04K	+7.15%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.39%	64.56K	21.02M	-610	-0.94%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.35%	57.75K	18.8M	31.44K	+119.44%
Mar 31, 2025	MARINER, LLC	0.21%	33.98K	11.06M	757	+2.28%
Mar 31, 2025	JPMORGAN CHASE & CO	3.17%	518.19K	168.68M	33.36K	+6.88%
Mar 31, 2025	BEACON CAPITAL MANAGEMENT, INC.	0.69%	112.74K	40.48M	-339.95K	-75.10%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.59%	96.8K	31.51M	785	+0.82%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.42%	69.16K	22.51M	5.16K	+8.05%
Mar 31, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.18%	28.96K	9.43M	1.29K	+4.64%
Mar 31, 2025	GRIMES & COMPANY, INC.	0.17%	28.45K	9.26M	-13.04K	-31.43%
Mar 31, 2025	ROYAL BANK OF CANADA	0.32%	51.9K	16.9M	-14.08K	-21.34%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.56%	330.16K	104.9M	18.19K	+5.83%
Mar 31, 2024	PGIM CUSTOM HARVEST LLC	0.95%	187.75K	59.65M	61.22K	+48.39%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.2%	39.8K	12.65M	-1.66K	-3.99%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.21%	41.4K	13.15M	17.48K	+73.05%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.22%	43.4K	13.79M	-1.77K	-3.91%
Mar 31, 2024	GRIMES & COMPANY, INC.	0.25%	48.88K	15.53M	-2.22K	-4.34%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.25%	52.36K	16.67M	-1.49K	-2.77%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.09%	18.43K	5.86M	1.11K	+6.40%
Mar 31, 2024	PARK NATIONAL CORP /OH/	0.09%	18.47K	5.87M	-1K	-5.14%
Mar 31, 2024	CLARITY WEALTH ADVISORS, LLC	0.09%	19.09K	6.06M	-1.02K	-5.09%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.09%	19.28K	6.13M	-2.14K	-9.99%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.25%	52.98K	16.83M	7.56K	+16.63%
Mar 31, 2024	PRAETORIAN WEALTH MANAGEMENT, INC.	0.09%	20.01K	6.36M	989	+5.20%
Mar 31, 2024	FINANCIAL FREEDOM, LLC	0.1%	20.42K	6.49M	194	+0.96%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	21.01K	6.67M	1.5K	+7.69%
Mar 31, 2024	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.1%	21.31K	6.76M	390	+1.86%
Mar 31, 2024	POLIANTA LTD	0.1%	21.4K	6.8M	21.4K	+100.00%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.11%	22.92K	7.28M	20.26K	+761.26%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.29%	60.28K	19.15M	-269	-0.44%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.29%	60.72K	19.29M	-3.89K	-6.02%
Mar 31, 2024	ROYAL BANK OF CANADA	0.29%	61.95K	19.68M	-22.41K	-26.56%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.35%	73.88K	23.47M	641	+0.88%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.36%	70.88K	22.52M	70.88K	+100.00%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.38%	75.98K	60.64M	-1.15K	-1.49%
Mar 31, 2024	AUTO-OWNERS INSURANCE CO	0.41%	80.7K	25.61M	0	0
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.42%	82.83K	26.32M	65.47K	+377.09%
Mar 31, 2024	KCM INVESTMENT ADVISORS LLC	0.42%	83.68K	26.59M	2.12K	+2.60%
Mar 31, 2024	M&T BANK CORP	0.48%	94.53K	30.04M	-1.72K	-1.78%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.49%	103.73K	32.96M	7.76K	+8.09%
Mar 31, 2024	LPL FINANCIAL LLC	0.69%	145.33K	46.18M	-1.33K	-0.91%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.83%	174.38K	55.41M	5.78K	+3.43%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.65%	349K	110.89M	172.58K	+97.83%
Mar 31, 2024	SALOMON & LUDWIN, LLC	0.11%	22.7K	7.21M	-322	-1.40%
Mar 31, 2024	EXCHANGE CAPITAL MANAGEMENT, INC.	0.12%	23.96K	7.61M	132	+0.55%
Mar 31, 2024	CENTERED WEALTH LLC DBA MILLER EQUITY CAPITAL ADVISORS	0.12%	24.18K	7.68M	0	0
Mar 31, 2024	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.13%	25.3K	8.04M	0	0
Mar 31, 2024	BAILARD, INC.	0.13%	26.37K	8.38M	-906	-3.32%
Mar 31, 2024	MASSMUTUAL TRUST CO FSB/ADV	0.14%	27.42K	8.71M	603	+2.25%
Mar 31, 2024	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.14%	27.44K	8.72K	1.94K	+7.62%
Mar 31, 2024	LIDO ADVISORS, LLC	0.14%	28.42K	9.03M	2.6K	+10.05%
Mar 31, 2024	EXECUTIVE WEALTH GROUP LLC	0.15%	29.33K	9.05M	19.56K	+200.14%
Mar 31, 2024	CETERA ADVISORS LLC	0.15%	29.99K	9.53M	27.21K	+981.32%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	30K	9.53M	64	+0.21%
Mar 31, 2024	UBS GROUP AG	1.91%	402.64K	127.93M	-29.86K	-6.90%
Mar 31, 2024	HOBART PRIVATE CAPITAL, LLC	0.16%	32.41K	10.3M	-353	-1.08%
Mar 31, 2024	TRUST CO OF OKLAHOMA	0.17%	32.97K	10.48M	-378	-1.13%
Mar 31, 2024	MARINER, LLC	0.18%	35.9K	11.41M	1.37K	+3.98%
Mar 31, 2024	ADAPTIVE FINANCIAL CONSULTING, LLC	0.18%	36.03K	11.45M	364	+1.02%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.31%	64.76K	20.59M	-15.1K	-18.91%
Mar 31, 2024	FULL SAIL CAPITAL, LLC	0.32%	63.37K	20.13M	-3.67K	-5.48%
Mar 31, 2024	JPMORGAN CHASE & CO	2.97%	626.8K	199.15M	-112.94K	-15.27%
Mar 31, 2024	BEACON CAPITAL MANAGEMENT, INC.	2.61%	517.41K	163.36M	363.3K	+235.75%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.33%	64.93K	20.63M	7.48K	+13.02%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	39.66K	12.6M	6.98K	+21.36%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.2%	39.8K	12.64M	22.38K	+128.56%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.11%	22.19K	7.05M	11.8K	+113.61%
Mar 31, 2024	EP WEALTH ADVISORS, LLC	0.11%	21.86K	6.95M	18.81K	+616.32%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.11%	21.57K	6.85M	3.61K	+20.09%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	5.44%	1.15M	364.47M	166.04K	+16.92%
Mar 31, 2024	MORGAN STANLEY	1.82%	383.93K	121.99M	-873	-0.23%
Dec 31, 2023	FULL SAIL CAPITAL, LLC	0.36%	67.04K	20.42M	-41.9K	-38.46%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.4%	75.08K	247K	75.08K	+100.00%
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0.41%	77.13K	23M	22.68K	+41.64%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.43%	79.86K	24.34M	-142.76K	-64.13%
Dec 31, 2023	AUTO-OWNERS INSURANCE CO	0.43%	80.7K	24.56M	0	0
Dec 31, 2023	KCM INVESTMENT ADVISORS LLC	0.44%	81.56K	24.84M	1.38K	+1.72%
Dec 31, 2023	ROYAL BANK OF CANADA	0.45%	84.36K	25.69M	9.12K	+12.12%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.51%	95.97K	29.23M	4.03K	+4.38%
Dec 31, 2023	M&T BANK CORP	0.52%	96.25K	29.31M	-1.77K	-1.80%
Dec 31, 2023	LPL FINANCIAL LLC	0.78%	146.66K	44.67M	4.53K	+3.19%
Dec 31, 2023	BEACON CAPITAL MANAGEMENT, INC.	0.82%	154.1K	46.93M	-560.13K	-78.42%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.9%	168.6K	51.35M	63.75K	+60.80%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.94%	176.41K	53.73M	-222.71K	-55.80%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.67%	311.97K	95.01M	-50.42K	-13.91%
Dec 31, 2023	MORGAN STANLEY	2.06%	384.81K	117.19M	12.83K	+3.45%
Dec 31, 2023	UBS GROUP AG	2.31%	432.49K	131.72M	10.24K	+2.42%
Dec 31, 2023	JPMORGAN CHASE & CO	3.96%	739.75K	225.29M	143.25K	+24.01%
Dec 31, 2023	FINANCIAL FREEDOM, LLC	0.11%	20.23K	6.16M	-182	-0.89%
Dec 31, 2023	CLARITY WEALTH ADVISORS, LLC	0.11%	20.11K	6.12M	-604	-2.92%
Dec 31, 2023	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.11%	19.81K	6.03M	7.84K	+65.48%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	19.51K	5.94M	-725	-3.58%
Dec 31, 2023	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.14%	25.3K	7.71M	0	0
Dec 31, 2023	CENTERED WEALTH LLC DBA MILLER EQUITY CAPITAL ADVISORS	0.13%	24.18K	7.36M	0	0
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.13%	23.93K	7.29M	-18.12K	-43.09%
Dec 31, 2023	EXCHANGE CAPITAL MANAGEMENT, INC.	0.13%	23.83K	7.26M	1.24K	+5.50%
Dec 31, 2023	SALOMON & LUDWIN, LLC	0.12%	23.02K	6.2M	0	0
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.12%	22.4K	6.61M	-1.63K	-6.78%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.11%	21.42K	6.52M	1.04K	+5.09%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	5.25%	981.08K	298.79M	78.08K	+8.65%
Dec 31, 2023	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.11%	20.92K	6.37M	685	+3.39%
Dec 31, 2023	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.14%	25.5K	7.77M	1.55K	+6.49%
Dec 31, 2023	LIDO ADVISORS, LLC	0.14%	25.82K	7.86M	23.41K	+972.34%
Dec 31, 2023	MASSMUTUAL TRUST CO FSB/ADV	0.14%	26.82K	8.17M	521	+1.98%
Dec 31, 2023	BAILARD, INC.	0.15%	27.28K	8.31M	-90	-0.33%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	29.94K	9.12M	-15	-0.05%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	32.68K	9.95M	-3.53K	-9.74%
Dec 31, 2023	HOBART PRIVATE CAPITAL, LLC	0.18%	32.76K	9.98M	-7.67K	-18.97%
Dec 31, 2023	TRUST CO OF OKLAHOMA	0.18%	33.35K	10.16M	-609	-1.79%
Dec 31, 2023	MARINER, LLC	0.18%	34.53K	10.52M	-1.1K	-3.08%
Dec 31, 2023	ADAPTIVE FINANCIAL CONSULTING, LLC	0.19%	35.67K	10.86M	-294	-0.82%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.22%	41.46K	12.63M	-1.77K	-4.09%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.24%	45.16K	13.75M	-1.49K	-3.19%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.24%	45.43K	13.84M	1.29K	+2.92%
Dec 31, 2023	AMERITAS ADVISORY SERVICES, LLC	0.24%	45.56K	13.88M	36.09K	+381.17%
Dec 31, 2023	GRIMES & COMPANY, INC.	0.27%	51.1K	15.56M	51.1K	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.29%	53.85K	16.4M	67	+0.12%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.31%	57.45K	17.49M	1.16K	+2.05%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.32%	60.55K	18.44M	662	+1.11%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.35%	64.6K	19.68M	-2.01K	-3.01%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.39%	73.24K	22.3M	-3.47K	-4.52%

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