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

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

FINANCIAL ENGINES ADVISORS L.L.C., in the last quarter, reduced its stake in VTHR by -12.67% restricting it's holding to 11.3 thousand shares of worth nearly $3.25M. NATIONS FINANCIAL GROUP INC, /IA/ /ADV also lessened -0.44% of the VTHR shares from its portfolio, reducing its holding to 11.2 thousand shares of worth $3.22M. STEWARD PARTNERS INVESTMENT ADVISORY, LLC also shunned VTHR shares holding by -2.51% last quarter which brought its holding to 13.81 thousand shares worth $3.97M.

Investors who are buying VTHR stock?

As per its latest 13F filing, APELLA CAPITAL, LLC increased its stake in VTHR by 154.99% in the last quarter. The institutional holder raised its holding to 11.06 thousand shares having worth more than $3.47M. LIDO ADVISORS, LLC also added 5.89% more shares of VTHR to its portfolio, raising its holding to 12.13 thousand shares of worth $3.49M. TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS also increased its VTHR shares holding by 0.06% which brought its holding to 12.78 thousand shares worth $3.67M.

VTHR's major insiders: who are they?

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

Did an insider recently sell VTHR stock?

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

Which insider recently purchased VTHR stock?

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

How much of VTHR does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in VTHR?

is the largest institutional owner in VTHR which holds 25.27 thousand shares worth $7.59M or 0.15% of the total VTHR shares outstanding followed by FINANCIAL ENGINES ADVISORS L.L.C. with ownership of 11.3 thousand shares representing 0.07% of the VTHR ownership. APELLA CAPITAL, LLC is the third largest stakeholder with 11.06 thousand shares or 0.07% of the ownership worth more than $3.47M.

Is Vanguard Russell 3000 ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the VTHR is concerned, it is a stock which is not optionable.

Is there a short position on VTHR's shares?

Number of VTHR 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 VTHR shares are there?

As of today, null shares of VTHR are outstanding.

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

VTHR 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 VTHR is null.

Vanguard Russell 3000 ETF (VTHR) 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. is the top corporate investor, holding 25.27K shares valued at $7.59M. A 0.15% stake in Vanguard Russell 3000 ETF is owned by the company. FINANCIAL ENGINES ADVISORS L.L.C. owns 11.3K shares valued at $3.25M, which translates its holding of 0.07% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026		0.15%	25.27K	7.59M	0	0
Mar 31, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	0.07%	11.3K	3.25M	-1.64K	-12.67%
Mar 31, 2026	APELLA CAPITAL, LLC	0.07%	11.06K	3.47M	6.73K	+154.99%
Mar 31, 2026	COASTLINE TRUST CO	0.07%	11.19K	3.22M	0	0
Mar 31, 2026	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.07%	11.2K	3.22M	-49	-0.44%
Mar 31, 2026	LIDO ADVISORS, LLC	0.07%	12.13K	3.49M	675	+5.89%
Mar 31, 2026	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.07%	12.78K	3.67M	8	+0.06%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	13.81K	3.97M	-356	-2.51%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.08%	13.91K	4M	577	+4.33%
Mar 31, 2026	RED CEDAR INVESTMENT MANAGEMENT, LLC	0.08%	14.28K	4.11M	-247	-1.70%
Mar 31, 2026	DB FITZPATRICK & CO, INC	0.08%	14.49K	4.17M	553	+3.97%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	14.54K	4.18M	-753	-4.93%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.08%	14.57K	4.19M	1.33K	+10.02%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.11%	19.12K	156.12K	19.12K	+1,912,100.00%
Mar 31, 2026	LINCOLN NATIONAL CORP	2.69%	462.64K	133.04M	4.68K	+1.02%
Mar 31, 2026	GOTHAM ASSET MANAGEMENT, LLC	0.31%	52.92K	15.22M	9.41K	+21.62%
Mar 31, 2026	CREATIVE PLANNING	0.09%	14.75K	4.24M	10.81K	+274.31%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.09%	16.13K	4.64M	561	+3.60%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.1%	17.27K	4.97M	-3.45K	-16.66%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.11%	18.42K	5.3M	-76	-0.41%
Mar 31, 2026	ROYAL BANK OF CANADA	0.11%	19.18K	5.52M	9.97K	+108.30%
Mar 31, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.11%	19.33K	5.56M	3.52K	+22.29%
Mar 31, 2026	LINSCOMB & WILLIAMS, INC.	0.12%	19.97K	5.74M	-3.11K	-13.48%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	22.19K	6.38M	6.89K	+44.99%
Mar 31, 2026	IEQ CAPITAL, LLC	0.13%	22.91K	6.59M	0	0
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	23.16K	6.66M	363	+1.59%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	23.13K	6.71M	-5.97K	-20.52%
Mar 31, 2026	PROSPERITY CONSULTING GROUP, LLC	0.14%	24.33K	7M	0	0
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.14%	24.51K	7.05M	3	+0.01%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.15%	25.23K	7.26M	25.23K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.15%	25.45K	7.32M	1.02K	+4.19%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.18%	30.81K	8.86M	725	+2.41%
Mar 31, 2026	CWM, LLC	0.19%	32.55K	9.36M	-3.55K	-9.84%
Mar 31, 2026	ADIRONDACK TRUST CO	0.2%	32.63K	9.38M	3.6K	+12.42%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.21%	35.68K	10.26M	-2.86K	-7.42%
Mar 31, 2026	JPMORGAN CHASE & CO	0.22%	37.3K	10.42M	4.39K	+13.33%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.23%	38.76K	11.14M	8.58K	+28.42%
Mar 31, 2026	EVENSKY & KATZ LLC	0.24%	41.05K	11.81M	-403	-0.97%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.27%	46.05K	13.24M	21.24K	+85.62%
Mar 31, 2026	MARINER, LLC	0.28%	47.36K	13.62M	-26.29K	-35.69%
Mar 31, 2026	ALPHACORE CAPITAL LLC	0.28%	47.8K	13.75M	11.01K	+29.94%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.34%	58.28K	16.76M	-7.08K	-10.83%
Mar 31, 2026	PENNINGTON PARTNERS & CO., LLC	0.37%	63.76K	18.34M	17.87K	+38.94%
Mar 31, 2026	LPL FINANCIAL LLC	0.47%	80.6K	23.18M	-2.47K	-2.97%
Mar 31, 2026	DIVERSIFIED TRUST CO	0.49%	80.23K	23.07M	17	+0.02%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.49%	84.07K	24.18M	-2.6K	-3.00%
Mar 31, 2026	FUND EVALUATION GROUP, LLC	0.51%	87.11K	25.05M	83	+0.10%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.52%	90.3K	25.97M	-16.29K	-15.29%
Mar 31, 2026	CERITY PARTNERS LLC	0.59%	100.85K	29M	7.76K	+8.34%
Mar 31, 2026	UBS GROUP AG	1.14%	195.85K	56.32M	149.16K	+319.47%
Mar 31, 2026	CLIFFWATER LLC	1.19%	205.5K	59.1M	0	0
Mar 31, 2026	GOLDMAN SACHS GROUP INC	1.28%	220.37K	63.37M	138.71K	+169.86%
Mar 31, 2026	COLONY GROUP, LLC	1.35%	231.94K	66.72M	-5.51K	-2.32%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.29%	50.49K	14.52M	-2.11K	-4.02%
Mar 31, 2026	GREENSPRING ADVISORS, LLC	0.17%	29.64K	8.52M	-899	-2.94%
Mar 31, 2026	DIVERSIFIED PORTFOLIOS, INC.	0.33%	57.18K	16.44M	3.65K	+6.82%
Mar 31, 2026	CALLAN FAMILY OFFICE, LLC	1.29%	222.63K	64.02M	-6.18K	-2.70%
Mar 31, 2026	MORGAN STANLEY	2.96%	509.96K	146.65M	73.84K	+16.93%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.15%	26.46K	7.61M	-2.84K	-9.69%
Mar 31, 2026	COMMERCE BANK	0.17%	29.22K	8.4M	-35	-0.12%
Mar 31, 2026	TOMPKINS FINANCIAL CORP	1.82%	299.46K	86.12M	20.2K	+7.23%
Mar 31, 2026	GLENMEDE TRUST CO NA	0.12%	21.1K	6.07M	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.3%	51.98K	14.95M	-40.74K	-43.94%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	3.55%	610.69K	175.62M	57.87K	+10.47%
Dec 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.07%	12.94K	3.89M	-204	-1.55%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.07%	13.24K	3.98M	1.11K	+9.17%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.07%	13.34K	4.01M	-104	-0.77%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.16%	29.29K	8.8M	-31	-0.11%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.17%	29.1K	8.91M	181	+0.63%
Dec 31, 2025	LPL FINANCIAL LLC	0.46%	83.06K	24.95M	-2K	-2.35%
Dec 31, 2025	LIDO ADVISORS, LLC	0.06%	11.45K	3.43M	-129	-1.11%
Dec 31, 2025	COASTLINE TRUST CO	0.06%	11.19K	3.36M	-108	-0.96%
Dec 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.06%	11.25K	3.38M	-117	-1.03%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.47%	81.66K	24.53M	-39.11K	-32.38%
Dec 31, 2025	FUND EVALUATION GROUP, LLC	0.48%	87.03K	26.14M	30.55K	+54.10%
Dec 31, 2025	CERITY PARTNERS LLC	0.51%	93.09K	27.96M	-732	-0.78%
Dec 31, 2025	CLIFFWATER LLC	1.14%	205.5K	61.72M	-30.43K	-12.90%
Dec 31, 2025	CALLAN FAMILY OFFICE, LLC	1.27%	228.82K	68.72M	228.82K	+100.00%
Dec 31, 2025	COLONY GROUP, LLC	1.31%	237.45K	70.04M	6.78K	+2.94%
Dec 31, 2025	TOMPKINS FINANCIAL CORP	1.6%	279.26K	83.87M	2.57K	+0.93%
Dec 31, 2025	MORGAN STANLEY	2.38%	436.12K	130.98M	208.82K	+91.87%
Dec 31, 2025	LINCOLN NATIONAL CORP	2.48%	457.96K	137.54M	-1.55K	-0.34%
Dec 31, 2025	COMMERCE BANK	0.16%	29.25K	8.78M	-122	-0.42%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.16%	30.08K	9.03M	-1.8K	-5.66%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.17%	30.18K	9.06M	-4.7K	-13.47%
Dec 31, 2025	DB FITZPATRICK & CO, INC	0.08%	13.94K	4.19M	177	+1.29%
Dec 31, 2025	RED CEDAR INVESTMENT MANAGEMENT, LLC	0.08%	14.52K	4.36M	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	15.29K	4.59M	-606	-3.81%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.08%	15.57K	4.68M	-289	-1.82%
Dec 31, 2025	PALLAS CAPITAL ADVISORS LLC	0.09%	15.06K	4.52M	0	0
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.21%	38.54K	11.58M	38.54K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.47%	86.67K	26.03M	12.57K	+16.96%
Dec 31, 2025	DIVERSIFIED TRUST CO	0.44%	80.21K	24.09M	-3.89K	-4.63%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.51%	92.72K	27.85M	6.19K	+7.15%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.58%	106.59K	32.01M	13.28K	+14.23%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.1%	18.49K	5.55M	-1.14K	-5.80%
Dec 31, 2025	GLENMEDE TRUST CO NA	0.12%	21.1K	6.34M	21.1K	+100.00%
Dec 31, 2025	PROSPERITY CONSULTING GROUP, LLC	0.13%	24.33K	7.31M	4.9K	+25.20%
Dec 31, 2025		0.14%	25.27K	7.59M	25.27K	+100.00%
Dec 31, 2025	GREENSPRING ADVISORS, LLC	0.17%	30.54K	9.17M	30.54K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.18%	32.92K	9.89M	-4.14K	-11.18%
Dec 31, 2025	CWM, LLC	0.2%	36.1K	10.84M	-5.41K	-13.04%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.2%	36.79K	11.05M	2.75K	+8.07%
Dec 31, 2025	EVENSKY & KATZ LLC	0.22%	41.46K	12.45M	-1.69K	-3.92%
Dec 31, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.24%	43.51K	13.07M	1.66K	+3.97%
Dec 31, 2025	PENNINGTON PARTNERS & CO., LLC	0.25%	45.89K	13.78M	-360	-0.78%
Dec 31, 2025	UBS GROUP AG	0.25%	46.69K	14.02M	-11.75K	-20.11%
Dec 31, 2025	DIVERSIFIED PORTFOLIOS, INC.	0.3%	53.53K	16.08M	6	+0.01%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.35%	65.36K	19.63M	-19.75K	-23.21%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	3.01%	552.81K	166.02M	-36.38K	-6.17%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.13%	24.51K	7.36M	2	+0.01%
Dec 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.09%	15.81K	4.75M	15.81K	+100.00%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.1%	19.09K	5.73M	19.09K	+100.00%
Dec 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.11%	19.04K	5.72M	862	+4.74%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.11%	20.72K	6.22M	4.71K	+29.38%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.29%	52.6K	15.8M	49.08K	+1,392.74%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	14.16K	4.25M	-99	-0.69%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	22.79K	6.85M	5.86K	+34.58%
Dec 31, 2025	IEQ CAPITAL, LLC	0.13%	22.91K	6.88M	1.72K	+8.10%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.13%	24.42K	7.34M	-734	-2.92%
Dec 31, 2025	ADIRONDACK TRUST CO	0.16%	29.03K	8.72M	3.83K	+15.18%
Dec 31, 2025	MARINER, LLC	0.41%	73.65K	22.12M	-1.19K	-1.59%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.14%	24.81K	7.45M	564	+2.33%
Dec 31, 2025	LINSCOMB & WILLIAMS, INC.	0.13%	23.08K	6.93M	-1.38K	-5.64%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	23.51K	7.06M	15.89K	+208.41%
Dec 31, 2025	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.07%	12.77K	3.84M	214	+1.70%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.71%	120.77K	35.55M	56.23K	+87.11%
Sep 30, 2025	CLIFFWATER LLC	1.4%	235.94K	69.44M	0	0
Sep 30, 2025	MORGAN STANLEY	1.34%	227.3K	66.9M	2.45K	+1.09%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.51%	86.54K	25.47M	-11.16K	-11.43%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.44%	74.11K	21.81M	-4.82K	-6.11%
Sep 30, 2025	FUND EVALUATION GROUP, LLC	0.33%	56.48K	16.62M	-82.61K	-59.39%
Sep 30, 2025	DIVERSIFIED PORTFOLIOS, INC.	0.32%	53.53K	15.75M	0	0
Sep 30, 2025	EVENSKY & KATZ LLC	0.26%	43.15K	12.7M	-1.32K	-2.96%
Sep 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.25%	41.85K	12.32M	640	+1.55%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.17%	29.32K	8.63M	30	+0.10%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.17%	28.92K	8.54M	14.3K	+97.84%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.14%	24.25K	7.14M	-6.84K	-21.99%
Sep 30, 2025	IEQ CAPITAL, LLC	0.13%	21.19K	6.24M	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.12%	19.63K	5.78M	434	+2.26%
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.11%	18.18K	5.35M	1.76K	+10.73%
Sep 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.11%	18.08K	5.32M	-3.02K	-14.32%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	16.02K	4.71M	5.69K	+55.09%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	15.9K	4.68M	-138	-0.86%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	1.31%	221.83K	65.29M	-466	-0.21%
Sep 30, 2025	CERITY PARTNERS LLC	0.56%	93.82K	27.61M	-46.79K	-33.28%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.5%	85.11K	25.05M	-8.51K	-9.09%
Sep 30, 2025	LPL FINANCIAL LLC	0.5%	85.06K	25.04M	-616	-0.72%
Sep 30, 2025	CWM, LLC	0.25%	41.52K	12.22M	14.6K	+54.24%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.21%	34.88K	10.26M	-29.65K	-45.95%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.2%	34.04K	10.02M	4.33K	+14.57%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.19%	31.89K	9.38M	-800	-2.45%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.15%	25.16K	7.4M	6.66K	+35.97%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.15%	24.5K	7.21M	3	+0.01%
Sep 30, 2025	PROSPERITY CONSULTING GROUP, LLC	0.11%	19.43K	5.72M	19.43K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	16.94K	4.99M	595	+3.64%
Sep 30, 2025	PALLAS CAPITAL ADVISORS LLC	0.09%	15.06K	4.43M	0	0
Sep 30, 2025	RED CEDAR INVESTMENT MANAGEMENT, LLC	0.09%	14.52K	4.27M	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	14.26K	4.2M	-187	-1.29%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.55%	93.31K	27.46M	29.94K	+47.24%
Sep 30, 2025	DIVERSIFIED TRUST CO	0.5%	84.11K	24.75M	18	+0.02%
Sep 30, 2025	MARINER, LLC	0.44%	74.85K	22.03M	198	+0.27%
Sep 30, 2025	PENNINGTON PARTNERS & CO., LLC	0.27%	46.25K	13.61M	-43	-0.09%
Sep 30, 2025	JPMORGAN CHASE & CO	0.22%	37.06K	10.91M	-3.45K	-8.51%
Sep 30, 2025	ADIRONDACK TRUST CO	0.15%	25.2K	7.42M	529	+2.14%
Sep 30, 2025	LINSCOMB & WILLIAMS, INC.	0.14%	24.46K	7.2M	-1.97K	-7.45%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	15.3K	4.5M	12	+0.08%
Sep 30, 2025	COLONY GROUP, LLC	1.36%	230.67K	67.89M	5.98K	+2.66%
Sep 30, 2025	WEALTHSTREAM ADVISORS, INC.	0.18%	31.11K	9.16M	-1.76K	-5.35%
Sep 30, 2025	TOLLESON WEALTH MANAGEMENT, INC.	0.1%	16.7K	4.92M	0	0
Sep 30, 2025	PITCAIRN CO	0.08%	13.52K	3.98M	-9.9K	-42.27%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.08%	13.44K	3.96M	-1.41K	-9.49%
Sep 30, 2025	DB FITZPATRICK & CO, INC	0.08%	13.76K	4.05M	-446	-3.14%
Sep 30, 2025	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.07%	12.56K	3.7M	7	+0.06%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.07%	12.13K	3.57M	-5.65K	-31.79%
Sep 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.07%	11.37K	3.35M	-287	-2.46%
Sep 30, 2025	COASTLINE TRUST CO	0.07%	11.3K	3.33M	-940	-7.68%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	10.05K	2.96M	0	0
Sep 30, 2025	EMBREE FINANCIAL GROUP	0.06%	9.6K	2.83M	-271	-2.75%
Sep 30, 2025	1900 WEALTH MANAGEMENT LLC	0.06%	9.41K	2.77M	0	0
Sep 30, 2025	WEDBUSH SECURITIES INC	0.06%	9.33K	2.75M	-212	-2.22%
Sep 30, 2025	FSA INVESTMENT GROUP, LLC	0.05%	9.13K	2.7M	-130	-1.40%
Sep 30, 2025	VERUS FINANCIAL PARTNERS, INC.	0.05%	8.29K	2.44M	-66	-0.79%
Sep 30, 2025	HARDY REED LLC	0.05%	8.05K	2.37M	0	0
Sep 30, 2025	ORRSTOWN FINANCIAL SERVICES INC	0.05%	7.81K	2.3M	-560	-6.69%
Sep 30, 2025	PBMARES WEALTH MANAGEMENT LLC	0.04%	7.39K	2.18M	-318	-4.12%
Sep 30, 2025	NORTHCREST ASSET MANANGEMENT, LLC	0.04%	6.35K	1.88M	758	+13.56%
Sep 30, 2025	SILVER COAST INVESTMENTS LLC	0.04%	6.23K	1.83M	173	+2.86%
Sep 30, 2025	UBS GROUP AG	0.35%	58.44K	17.2M	-2.45K	-4.02%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.09%	15.86K	4.67M	858	+5.72%
Sep 30, 2025	COMMERCE BANK	0.17%	29.37K	8.64M	-8.15K	-21.71%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	3.49%	589.19K	173.44M	63.73K	+12.13%
Sep 30, 2025	LINCOLN NATIONAL CORP	2.72%	459.51K	135.24M	-6.82K	-1.46%
Sep 30, 2025	TOMPKINS FINANCIAL CORP	1.64%	276.69K	81.44M	56.63K	+25.73%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.2%	32.69K	8.92M	-5.51K	-14.42%
Jun 30, 2025	DIVERSIFIED PORTFOLIOS, INC.	0.32%	53.53K	14.6M	893	+1.70%
Jun 30, 2025	UBS GROUP AG	0.37%	60.89K	16.61M	14.8K	+32.10%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.39%	64.55K	17.61M	10.69K	+19.84%
Jun 30, 2025		0.28%	46.3K	12.63M	3.2K	+7.41%
Jun 30, 2025	PALLAS CAPITAL ADVISORS LLC	0.09%	15.06K	4.11M	15.06K	+100.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	3.17%	525.46K	143.56M	7.62K	+1.47%
Jun 30, 2025	LINCOLN NATIONAL CORP	2.81%	466.33K	127.19M	6.53K	+1.42%
Jun 30, 2025	CLIFFWATER LLC	1.42%	235.94K	64.35M	-26.15K	-9.98%
Jun 30, 2025	MORGAN STANLEY	1.36%	224.85K	61.33M	5.92K	+2.70%
Jun 30, 2025	COLONY GROUP, LLC	1.36%	224.69K	61.28M	2.1K	+0.94%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	1.34%	222.3K	60.63M	805	+0.36%
Jun 30, 2025	TOMPKINS FINANCIAL CORP	1.33%	220.07K	60.02M	40.53K	+22.58%
Jun 30, 2025	EVENSKY & KATZ LLC	0.27%	44.46K	12.13M	36.07K	+429.40%
Jun 30, 2025	FAMILY FIRM, INC.	0.25%	41.71K	11.38M	1.44K	+3.59%
Jun 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.25%	41.21K	11.24M	9.66K	+30.62%
Jun 30, 2025	JPMORGAN CHASE & CO	0.24%	40.51K	11.05M	-1.04K	-2.51%
Jun 30, 2025	COMMERCE BANK	0.23%	37.52K	10.23M	-2.56K	-6.38%
Jun 30, 2025	LOWE BROCKENBROUGH & CO INC	0.22%	36.66K	10M	36.66K	+100.00%
Jun 30, 2025	WEALTHSTREAM ADVISORS, INC.	0.2%	32.87K	8.97M	-961	-2.84%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.13%	21.1K	5.76M	21.1K	+100.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.12%	19.2K	5.24M	4.58K	+31.33%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.11%	18.5K	5.05M	509	+2.83%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.11%	17.78K	4.85M	5.63K	+46.32%
Jun 30, 2025	TOLLESON WEALTH MANAGEMENT, INC.	0.1%	16.7K	4.56M	0	0
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	15.29K	4.17M	143	+0.94%
Jun 30, 2025	CERITY PARTNERS LLC	0.85%	140.61K	38.35M	6.61K	+4.93%
Jun 30, 2025	FUND EVALUATION GROUP, LLC	0.84%	139.08K	37.93M	139.08K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.59%	97.7K	26.65M	-1.63K	-1.65%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.56%	93.62K	25.54M	-1.9K	-1.99%
Jun 30, 2025	LPL FINANCIAL LLC	0.52%	85.68K	23.37M	-7.49K	-8.04%
Jun 30, 2025	DIVERSIFIED TRUST CO	0.51%	84.09K	22.94M	18	+0.02%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.48%	78.93K	21.53M	-80	-0.10%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.46%	75.54K	20.6M	38.71K	+105.11%
Jun 30, 2025	MARINER, LLC	0.45%	74.65K	20.36M	50.94K	+214.84%
Jun 30, 2025	PENNINGTON PARTNERS & CO., LLC	0.28%	46.3K	12.63M	3.2K	+7.41%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.38%	63.37K	17.29M	28.44K	+81.39%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.39%	64.52K	17.6M	-98.28K	-60.37%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.09%	15K	4.09M	4.55K	+43.50%
Jun 30, 2025	CWM, LLC	0.16%	26.92K	7.34M	256	+0.96%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	16.03K	4.37M	-115	-0.71%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	16.34K	4.46M	529	+3.35%
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.1%	16.42K	4.48M	226	+1.40%
Jun 30, 2025	IEQ CAPITAL, LLC	0.13%	21.19K	5.78M	-6.02K	-22.13%
Jun 30, 2025	PITCAIRN CO	0.14%	23.42K	6.39M	-5.24K	-18.27%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.15%	24.5K	6.68M	5.17K	+26.74%
Jun 30, 2025	ADIRONDACK TRUST CO	0.15%	24.67K	6.73M	4.17K	+20.33%
Jun 30, 2025	LINSCOMB & WILLIAMS, INC.	0.16%	26.43K	7.21M	-465	-1.73%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.18%	29.29K	7.99M	29.29K	+100.00%
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.18%	29.71K	8.1M	1.88K	+6.76%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.19%	31.08K	8.48M	-12.62K	-28.87%
Mar 31, 2025	LPL FINANCIAL LLC	0.6%	93.17K	22.99M	9.05K	+10.76%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.61%	95.53K	23.57M	1.2K	+1.27%
Mar 31, 2025	NATIXIS ADVISORS, L.P.	1.42%	221.49K	54.66M	8.18K	+3.84%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	1.04%	162.8K	40.17M	20.06K	+14.05%
Mar 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.1%	16.19K	4M	414	+2.62%
Mar 31, 2025	CLIFFWATER LLC	1.68%	262.09K	64.67M	0	0
Mar 31, 2025	LIDO ADVISORS, LLC	0.08%	12.53K	3.09M	98	+0.79%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	14.39K	3.55M	217	+1.53%
Mar 31, 2025	DB FITZPATRICK & CO, INC	0.09%	14.61K	3.6M	473	+3.35%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.09%	14.62K	3.61M	-1.65K	-10.14%
Mar 31, 2025	COASTLINE TRUST CO	0.08%	12.58K	3.1M	-215	-1.68%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.12%	19.33K	4.77M	11.64K	+151.22%
Mar 31, 2025	ADIRONDACK TRUST CO	0.13%	20.51K	5.06M	2.22K	+12.14%
Mar 31, 2025	GLENMEDE TRUST CO NA	0.14%	21.1K	5.21M	0	0
Mar 31, 2025	ALPHACORE CAPITAL LLC	0.18%	27.83K	6.87M	27.83K	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.64%	99.33K	24.51M	19.09K	+23.80%
Mar 31, 2025	CERITY PARTNERS LLC	0.86%	134K	33.07M	137	+0.10%
Mar 31, 2025	MORGAN STANLEY	1.4%	218.93K	54.02M	41.38K	+23.30%
Mar 31, 2025	TOMPKINS FINANCIAL CORP	1.15%	179.53K	44.3M	179.53K	+100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.34%	53.86K	13.29M	31.55K	+141.46%
Mar 31, 2025	DIVERSIFIED PORTFOLIOS, INC.	0.34%	52.63K	12.99M	576	+1.11%
Mar 31, 2025	UBS GROUP AG	0.3%	46.09K	11.37M	-3.96K	-7.92%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.28%	43.7K	10.78M	10.99K	+33.62%
Mar 31, 2025	FAMILY FIRM, INC.	0.26%	40.27K	9.94M	132	+0.33%
Mar 31, 2025	PITCAIRN CO	0.18%	28.66K	7.07M	471	+1.67%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	16.15K	3.99M	-1.17K	-6.77%
Mar 31, 2025	RED CEDAR INVESTMENT MANAGEMENT, LLC	0.1%	15.98K	3.94M	-1.07K	-6.25%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.22%	34.94K	8.62M	7.54K	+27.51%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	3.31%	517.84K	127.65M	-109.31K	-17.43%
Mar 31, 2025	TOLLESON WEALTH MANAGEMENT, INC.	0.11%	16.7K	4.12M	0	0
Mar 31, 2025	COLONY GROUP, LLC	1.42%	222.59K	54.93M	-4.93K	-2.17%
Mar 31, 2025	DIVERSIFIED TRUST CO	0.54%	84.07K	20.75M	-7	-0.01%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.51%	79.01K	19.5M	5.85K	+8.00%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	15.15K	3.74M	-4	-0.03%
Mar 31, 2025	WEALTHSTREAM ADVISORS, INC.	0.22%	33.84K	8.35M	-70	-0.21%
Mar 31, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.2%	31.55K	7.79M	9.82K	+45.17%
Mar 31, 2025	CHRISTOPHER J. HASENBERG, INC	0.18%	28.67K	7.1M	-237	-0.82%
Mar 31, 2025	LINSCOMB & WILLIAMS, INC.	0.17%	26.89K	6.64M	-3.17K	-10.54%
Mar 31, 2025	CWM, LLC	0.17%	26.66K	6.58M	76	+0.29%
Mar 31, 2025	MARINER, LLC	0.15%	23.71K	5.85M	-2.96K	-11.11%
Mar 31, 2025	LINCOLN NATIONAL CORP	2.94%	459.8K	113.46M	-449	-0.10%
Mar 31, 2025	JPMORGAN CHASE & CO	0.27%	41.55K	10.25M	-4.04K	-8.85%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.24%	38.19K	9.42M	-7.79K	-16.94%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	36.83K	9.09M	35.72K	+3,223.92%
Mar 31, 2025	IEQ CAPITAL, LLC	0.17%	27.22K	6.72M	6.04K	+28.52%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.12%	17.99K	4.44M	-6.94K	-27.84%
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	0.09%	14.77K	3.64M	1.74K	+13.33%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	15.81K	3.9M	-1.91K	-10.77%
Mar 31, 2025		0.28%	43.1K	10.64M	2.58K	+6.38%
Mar 31, 2025	COMMERCE BANK	0.26%	40.07K	9.89M	-515	-1.27%
Mar 31, 2024	LINSCOMB & WILLIAMS, INC.	0.23%	33.87K	7.89M	-33	-0.10%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.07%	10.17K	2.37M	10.17K	+100.00%
Mar 31, 2024	SMITHFIELD TRUST CO	0.07%	10.38K	2.42M	-559	-5.11%
Mar 31, 2024	ADIRONDACK TRUST CO	0.07%	10.45K	2.43M	0	0
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	10.5K	2.45M	10.5K	+100.00%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.08%	11.83K	2.75M	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.08%	13.05K	3.04M	-31.52K	-70.73%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.08%	12.37K	2.88M	-576	-4.45%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	14.43K	3.36M	24	+0.17%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	15.15K	3.53M	-228	-1.48%
Mar 31, 2024	NBC SECURITIES, INC.	0.1%	15.15K	3.53M	0	0
Mar 31, 2024	1900 WEALTH MANAGEMENT LLC	0.11%	16.18K	3.77M	0	0
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	17.74K	4.13M	-136	-0.76%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.12%	17.41K	4.05M	773	+4.65%
Mar 31, 2024	DB FITZPATRICK & CO, INC	0.12%	18.04K	4.2M	-463	-2.50%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.13%	19.65K	4.58M	229	+1.18%
Mar 31, 2024	COLONY GROUP, LLC	0.13%	18.61K	4.34M	2.48K	+15.39%
Mar 31, 2024	RED CEDAR INVESTMENT MANAGEMENT, LLC	0.13%	19.07K	4.44M	831	+4.56%
Mar 31, 2024	GLENMEDE TRUST CO NA	0.13%	21.1K	4.92M	0	0
Mar 31, 2024	FIFTH THIRD BANCORP	0.14%	22.64K	5.27M	0	0
Mar 31, 2024	IEQ CAPITAL, LLC	0.14%	21.25K	4.95M	0	0
Mar 31, 2024	EVENSKY & KATZ LLC	0.15%	22.26K	5.19M	-9.24K	-29.33%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.16%	24.64K	5.74M	797	+3.34%
Mar 31, 2024	CHRISTOPHER J. HASENBERG, INC	0.16%	23.66K	5.51M	513	+2.22%
Mar 31, 2024	JPMORGAN CHASE & CO	0.2%	31.44K	7.32M	-1.91K	-5.71%
Mar 31, 2024	PITCAIRN CO	0.21%	30.65K	7.14M	-5.94K	-16.24%
Mar 31, 2024	STRATOS WEALTH ADVISORS, LLC	0.09%	12.96K	3.02M	629	+5.10%
Mar 31, 2024	WEALTHSTREAM ADVISORS, INC.	0.23%	34.5K	8.04M	1.25K	+3.75%
Mar 31, 2024	FAMILY FIRM, INC.	0.27%	39.24K	9.14M	-1.01K	-2.50%
Mar 31, 2024	UBS GROUP AG	0.27%	42.72K	9.95M	-1.15K	-2.62%
Mar 31, 2024	BROWN ADVISORY INC	0.3%	43.7K	10.18M	4.57K	+11.66%
Mar 31, 2024	COMMERCE BANK	0.3%	44.5K	10.37M	-120	-0.27%
Mar 31, 2024	DIVERSIFIED PORTFOLIOS, INC.	0.36%	52.31K	12.19M	0	0
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.38%	58.99K	13.74M	5.34K	+9.95%
Mar 31, 2024	NATIXIS ADVISORS, L.P.	0.47%	69.25K	16.13M	69.25K	+100.00%
Mar 31, 2024	LPL FINANCIAL LLC	0.52%	81.22K	18.92M	10.63K	+15.06%
Mar 31, 2024	GRATUS CAPITAL LLC	1.29%	190.49K	44.38M	190.49K	+100.00%
Mar 31, 2024	COASTLINE TRUST CO	0.09%	13.59K	3.17M	1.82K	+15.41%
Mar 31, 2024	MARINER, LLC	0.23%	34.4K	8.01M	-202	-0.58%
Mar 31, 2024	CLIFFWATER LLC	0.48%	71.05K	16.55M	0	0
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.53%	78.42K	18.27M	1.76K	+2.30%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	3.75%	589.04K	137.38M	32.52K	+5.84%
Mar 31, 2024	EMBREE FINANCIAL GROUP	0.06%	10.13K	2.36M	24	+0.24%
Mar 31, 2024	TOLLESON WEALTH MANAGEMENT, INC.	0.11%	16.7K	3.89M	0	0
Mar 31, 2024	DIVERSIFIED TRUST CO	0.6%	88.29K	20.57M	824	+0.94%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.64%	99.86K	23.26M	13.4K	+15.50%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.73%	107.72K	25.1M	2.92K	+2.78%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.78%	123.07K	28.68M	-1.93K	-1.55%
Mar 31, 2024	MORGAN STANLEY	0.81%	127.62K	29.73M	9.6K	+8.13%
Mar 31, 2024	CERITY PARTNERS LLC	0.93%	137.58K	32.05M	31.29K	+29.43%
Mar 31, 2024	SVB WEALTH LLC	1.06%	155.99K	36.34M	75.62K	+94.10%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.04%	5.8K	1.35M	518	+9.81%
Mar 31, 2024	OPEROSE ADVISORS LLC	0.04%	6.28K	1.46M	7	+0.11%
Mar 31, 2024	VERUS FINANCIAL PARTNERS, INC.	0.05%	7.53K	1.75M	-260	-3.34%
Mar 31, 2024	HARDY REED LLC	0.05%	8.18K	1.91M	0	0
Mar 31, 2024	PORTFOLIO STRATEGIES, INC.	0.05%	8.18K	1.91M	8.18K	+100.00%
Mar 31, 2024	CWM, LLC	0.06%	8.68K	2.02M	0	0
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.06%	8.74K	2.04M	-210	-2.35%
Mar 31, 2024	PEGASUS PARTNERS LTD.	0.06%	8.76K	2.04M	0	0
Mar 31, 2024	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.06%	9.51K	2.22M	-185	-1.91%
Mar 31, 2024	HC ADVISORS, LLC	0.06%	9.83K	2.29M	850	+9.47%
Dec 31, 2023	NBC SECURITIES, INC.	0.1%	15.15K	3.22M	0	0
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	14.41K	3.07M	-75	-0.52%
Dec 31, 2023	DB FITZPATRICK & CO, INC	0.13%	18.5K	3.94M	611	+3.41%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.13%	19.42K	4.13M	12.23K	+170.04%
Dec 31, 2023	GLENMEDE TRUST CO NA	0.15%	21.1K	4.49M	20.7K	+5,175.00%
Dec 31, 2023	IEQ CAPITAL, LLC	0.15%	21.25K	4.52M	0	0
Dec 31, 2023	FIFTH THIRD BANCORP	0.16%	22.64K	4.82M	-732	-3.13%
Dec 31, 2023		0.07%	10.11K	2.15M	10.11K	+100.00%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.16%	23.84K	5.07M	9.55K	+66.83%
Dec 31, 2023	EVENSKY & KATZ LLC	0.22%	31.5K	6.7M	-2.9K	-8.43%
Dec 31, 2023	WEALTHSTREAM ADVISORS, INC.	0.23%	33.25K	7.08M	2.74K	+8.98%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.09%	12.94K	2.75M	149	+1.16%
Dec 31, 2023	STRATOS WEALTH ADVISORS, LLC	0.09%	12.33K	2.62M	1.12K	+9.94%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.08%	11.83K	2.52M	-2.6K	-18.02%
Dec 31, 2023	COASTLINE TRUST CO	0.08%	11.78K	2.51M	11.78K	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	3.84%	556.52K	118.52M	-21.84K	-3.78%
Dec 31, 2023	CERITY PARTNERS LLC	0.73%	106.29K	22.62M	86.71K	+442.78%
Dec 31, 2023	JPMORGAN CHASE & CO	0.23%	33.34K	7.1M	472	+1.44%
Dec 31, 2023	MORGAN STANLEY	0.82%	118.02K	25.12M	44.71K	+60.98%
Dec 31, 2023	LINSCOMB & WILLIAMS, INC.	0.23%	33.9K	7.22M	-1K	-2.88%
Dec 31, 2023	MARINER, LLC	0.24%	34.6K	7.36M	5.67K	+19.62%
Dec 31, 2023	PITCAIRN CO	0.25%	36.59K	7.79M	-177	-0.48%
Dec 31, 2023	BROWN ADVISORY INC	0.27%	39.14K	8.33M	61	+0.16%
Dec 31, 2023	FAMILY FIRM, INC.	0.28%	40.24K	8.56M	431	+1.08%
Dec 31, 2023	UBS GROUP AG	0.3%	43.87K	9.34M	11.82K	+36.88%
Dec 31, 2023	ROYAL BANK OF CANADA	0.31%	44.56K	9.48M	34.26K	+332.66%
Dec 31, 2023	COMMERCE BANK	0.31%	44.62K	9.5M	-175	-0.39%
Dec 31, 2023	DIVERSIFIED PORTFOLIOS, INC.	0.36%	52.31K	11.13M	-111	-0.21%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.37%	53.65K	11.42M	-2.81K	-4.97%
Dec 31, 2023	LPL FINANCIAL LLC	0.49%	70.59K	15.02M	1.37K	+1.98%
Dec 31, 2023	CLIFFWATER LLC	0.49%	71.05K	15.12M	-33.18K	-31.83%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.53%	76.66K	16.32M	71.15K	+1,291.54%
Dec 31, 2023	SVB WEALTH LLC	0.56%	80.36K	17.1M	80.36K	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.6%	86.46K	18.4M	30.75K	+55.20%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.86%	125K	26.61M	9.81K	+8.52%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.2%	173.46K	815K	172.64K	+21,182.94%
Dec 31, 2023	SMITHFIELD TRUST CO	0.08%	10.94K	2.33M	788	+7.77%
Dec 31, 2023	ADIRONDACK TRUST CO	0.07%	10.45K	2.37M	1.33K	+14.62%
Dec 31, 2023	RED CEDAR INVESTMENT MANAGEMENT, LLC	0.13%	18.24K	3.89M	-372	-2.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	17.88K	3.8M	-134	-0.74%
Dec 31, 2023	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.07%	9.7K	2.06M	-23	-0.24%
Dec 31, 2023	DIVERSIFIED TRUST CO	0.6%	87.47K	18.62M	-514	-0.58%
Dec 31, 2023	HC ADVISORS, LLC	0.06%	8.98K	1.91M	0	0
Dec 31, 2023	TOLLESON WEALTH MANAGEMENT, INC.	0.12%	16.7K	3.55M	0	0
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.72%	104.81K	22.31M	52.85K	+101.74%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.11%	16.63K	3.54M	16.63K	+100.00%
Dec 31, 2023	1900 WEALTH MANAGEMENT LLC	0.11%	16.18K	3.44M	0	0
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	15.38K	3.27M	228	+1.51%

Frequently Asked Questions