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

Who are the major shareholders selling Vanguard Russell 2000 Growth ETF stock?

PATHSTONE HOLDINGS, LLC, in the last quarter, reduced its stake in VTWG by -1.63% restricting it's holding to 168.59 thousand shares of worth nearly $38.61M. WESTWOOD HOLDINGS GROUP INC also lessened -35.15% of the VTWG shares from its portfolio, reducing its holding to 27.34 thousand shares of worth $6.26M. CWM, LLC also shunned VTWG shares holding by -8.68% last quarter which brought its holding to 27.56 thousand shares worth $6.31M.

Investors who are buying VTWG stock?

As per its latest 13F filing, SYSTELLIGENCE, LLC increased its stake in VTWG by 1.63% in the last quarter. The institutional holder raised its holding to 74.01 thousand shares having worth more than $16.95M. TFC FINANCIAL MANAGEMENT, INC. also added 100% more shares of VTWG to its portfolio, raising its holding to 82.38 thousand shares of worth $18.87M. ASSETMARK, INC also increased its VTWG shares holding by 0.38% which brought its holding to 114.8 thousand shares worth $26.29M.

VTWG's major insiders: who are they?

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

Did an insider recently sell VTWG stock?

Company executives, directors, and other insiders own N/A percent of Vanguard Russell 2000 Growth ETF's stock. Within the last six months, there have been 0 transaction(s) in which VTWG insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased VTWG stock?

There have been 0 transaction(s) during the past 6-months in which Vanguard Russell 2000 Growth ETF insiders have bought stock, totalling 0 shares

How much of VTWG does insiders own?

Around 0 Vanguard Russell 2000 Growth ETF shares are held by insiders, which represents about N/A of VTWG stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VTWG?

SYSTELLIGENCE, LLC is the largest institutional owner in VTWG which holds 74.01 thousand shares worth $16.95M or 1.42% of the total VTWG shares outstanding followed by TFC FINANCIAL MANAGEMENT, INC. with ownership of 82.38 thousand shares representing 1.47% of the VTWG ownership. ASSETMARK, INC is the third largest stakeholder with 114.8 thousand shares or 2.05% of the ownership worth more than $26.29M.

Is Vanguard Russell 2000 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 VTWG is concerned, it is a stock which is optionable.

Is there a short position on VTWG's shares?

Number of VTWG 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 VTWG shares are there?

As of today, null shares of VTWG are outstanding.

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

VTWG 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 VTWG is null.

Vanguard Russell 2000 Growth ETF (VTWG) 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. SYSTELLIGENCE, LLC is the top corporate investor, holding 74.01K shares valued at $16.95M. A 1.42% stake in Vanguard Russell 2000 Growth ETF is owned by the company. TFC FINANCIAL MANAGEMENT, INC. owns 82.38K shares valued at $18.87M, which translates its holding of 1.47% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	SYSTELLIGENCE, LLC	1.42%	74.01K	16.95M	1.18K	+1.63%
Mar 31, 2026	TFC FINANCIAL MANAGEMENT, INC.	1.47%	82.38K	18.87M	82.38K	+100.00%
Mar 31, 2026	ASSETMARK, INC	2.05%	114.8K	26.29M	440	+0.38%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	3.01%	168.59K	38.61M	-2.79K	-1.63%
Mar 31, 2026	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.6%	33.73K	7.72M	84	+0.25%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.21%	10.86K	2.49M	127	+1.18%
Mar 31, 2026	IEQ CAPITAL, LLC	0.21%	11.68K	2.67M	0	0
Mar 31, 2026		0.21%	11.91K	2.73M	0	0
Mar 31, 2026	GREY FOX WEALTH ADVISORS, LLC	0.21%	11.12K	2.55M	607	+5.78%
Mar 31, 2026	GTS SECURITIES LLC	0.24%	13.28K	3.04M	13.28K	+100.00%
Mar 31, 2026	WESTWOOD HOLDINGS GROUP INC	0.49%	27.34K	6.26M	-14.82K	-35.15%
Mar 31, 2026	CWM, LLC	0.49%	27.56K	6.31M	-2.62K	-8.68%
Mar 31, 2026	ROYAL BANK OF CANADA	0.51%	28.68K	6.57M	10.79K	+60.33%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.56%	31.53K	7.22M	27.02K	+599.47%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.56%	31.61K	7.24M	31.61K	+100.00%
Mar 31, 2026	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.6%	33.64K	7.71M	80	+0.24%
Mar 31, 2026	AMG NATIONAL TRUST BANK	0.6%	33.69K	7.72M	14.07K	+71.68%
Mar 31, 2026	LJI WEALTH MANAGEMENT, LLC	0.6%	33.73K	7.73M	544	+1.64%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.62%	34.55K	7.91M	-14	-0.04%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.68%	38.08K	8.72M	562	+1.50%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.93%	52.29K	12.34M	44.41K	+563.94%
Mar 31, 2026	QUEST INVESTMENT MANAGEMENT LLC	1.2%	66.96K	15.34M	0	0
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.35%	75.47K	17.22M	10.15K	+15.54%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.77%	99.04K	22.69M	-3.58K	-3.49%
Mar 31, 2026	VERMILLION WEALTH MANAGEMENT, INC.	0.24%	12.73K	2.92M	1.78K	+16.26%
Mar 31, 2026	CREATIVE PLANNING	0.24%	13.69K	3.14M	440	+3.32%
Mar 31, 2026	COMMERCE BANK	0.26%	14.41K	3.3M	-214	-1.46%
Mar 31, 2026	ADVISER INVESTMENTS LLC	0.31%	17.08K	3.91M	-102	-0.59%
Mar 31, 2026	ALLEGHENY FINANCIAL GROUP LTD	0.32%	16.81K	3.85M	152	+0.91%
Mar 31, 2026	CENTRIC WEALTH MANAGEMENT	0.31%	17.15K	4.52M	1	+0.01%
Mar 31, 2026	VIRTUE CAPITAL MANAGEMENT, LLC	0.31%	17.36K	3.81M	-6.75K	-28.01%
Mar 31, 2026	IVC WEALTH ADVISORS LLC	0.32%	16.59K	3.8M	765	+4.83%
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0.35%	19.67K	4.53M	807	+4.28%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.38%	21.49K	4.92M	1.19K	+5.86%
Mar 31, 2026	RIVERSEDGE ADVISORS, LLC	0.43%	22.24K	5.09M	-416	-1.84%
Mar 31, 2026	FIFTH THIRD SECURITIES, INC.	0.48%	25.01K	5.73M	-891	-3.44%
Mar 31, 2026	MORGAN STANLEY	3.98%	223.06K	51.09M	3.21K	+1.46%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.44%	24.52K	5.62M	-3.4K	-12.19%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	5.45%	305.37K	69.94M	-8.23K	-2.63%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.13%	7.35K	1.68M	-683	-8.51%
Mar 31, 2026	LBJ FAMILY WEALTH ADVISORS, LTD.	0.14%	7.21K	1.58M	1.09K	+17.84%
Mar 31, 2026	KEYSTONE GLOBAL PARTNERS, LLC	0.14%	7.91K	1.81M	-2.12K	-21.16%
Mar 31, 2026	OPPENHEIMER & CO INC	0.15%	8.12K	1.86M	1.05K	+14.93%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.16%	8.86K	2.03M	639	+7.77%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.16%	9.07K	2.08M	-231	-2.48%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.17%	9.38K	2.15M	0	0
Mar 31, 2026	NVEST FINANCIAL, LLC	0.44%	24.85K	5.69M	21.91K	+746.00%
Mar 31, 2026	NYL INVESTORS LLC	0.17%	9.48K	2.17M	0	0
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.17%	9.61K	2.2M	173	+1.83%
Mar 31, 2026	SAVANT CAPITAL, LLC	0.18%	9.93K	2.27M	-442	-4.26%
Mar 31, 2026	JPMORGAN CHASE & CO	0.19%	10.44K	2.29M	-1.3K	-11.05%
Mar 31, 2026	FIFTH THIRD BANCORP	0.19%	10.44K	2.39M	10.44K	+100.00%
Mar 31, 2026	PARKSIDE FINANCIAL BANK & TRUST	0.2%	11.07K	2.53M	-917	-7.65%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.72%	40.24K	9.22M	-2.08K	-4.92%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.73%	40.81K	9.35M	368	+0.91%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.78%	43.86K	10.05M	10.92K	+33.16%
Mar 31, 2026	WESTHILL FINANCIAL ADVISORS, INC.	0.8%	41.7K	9.55M	705	+1.72%
Mar 31, 2026	SOUND INCOME STRATEGIES, LLC	0.83%	46.58K	10.75M	8.22K	+21.43%
Mar 31, 2026	UBS GROUP AG	0.93%	51.87K	11.88M	9.58K	+22.65%
Mar 31, 2026	LPL FINANCIAL LLC	1.12%	62.71K	14.36M	-1.22K	-1.91%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	1.28%	71.4K	16.35M	57.7K	+421.44%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.31%	73.44K	16.82M	8.28K	+12.71%
Dec 31, 2025	FIFTH THIRD SECURITIES, INC.	0.48%	25.91K	6.11M	-472	-1.79%
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0.71%	38.36K	9.79M	14.61K	+61.53%
Dec 31, 2025	CWM, LLC	0.51%	30.19K	7.12M	-2.27K	-6.99%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.52%	27.92K	6.59M	-1.27K	-4.35%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.58%	34.57K	8.16M	386	+1.13%
Dec 31, 2025	LJI WEALTH MANAGEMENT, LLC	0.61%	33.19K	7.83M	-4.02K	-10.81%
Dec 31, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.62%	33.56K	7.92M	0	0
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.63%	37.52K	8.85M	-662	-1.73%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.72%	42.32K	9.99M	973	+2.35%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.73%	102.63K	24.23M	-3.52K	-3.31%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	5.27%	313.6K	74.01M	9.9K	+3.26%
Dec 31, 2025	IEQ CAPITAL, LLC	0.2%	11.68K	2.76M	0	0
Dec 31, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.2%	11.98K	2.83M	884	+7.97%
Dec 31, 2025	NYL INVESTORS LLC	0.18%	9.48K	2.24M	4.17K	+78.54%
Dec 31, 2025	SAVANT CAPITAL, LLC	0.18%	10.37K	2.45M	-45	-0.43%
Dec 31, 2025	GREY FOX WEALTH ADVISORS, LLC	0.18%	10.51K	2.48M	-472	-4.30%
Dec 31, 2025	VERMILLION WEALTH MANAGEMENT, INC.	0.19%	10.95K	2.58M	-84	-0.76%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.19%	11.36K	2.68M	-118	-1.03%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.14%	7.89K	1.86M	-2.23K	-22.04%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.2%	10.74K	2.53M	222	+2.11%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.11%	65.31K	15.42M	487	+0.75%
Dec 31, 2025	QUEST INVESTMENT MANAGEMENT LLC	1.13%	66.96K	15.8M	66.96K	+100.00%
Dec 31, 2025	BROWN ADVISORY INC	0.36%	21.25K	5.01M	0	0
Dec 31, 2025	ADVISER INVESTMENTS LLC	0.29%	17.18K	4.05M	-559	-3.15%
Dec 31, 2025	KEYSTONE GLOBAL PARTNERS, LLC	0.19%	10.03K	2.37M	-616	-5.78%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.14%	8.22K	1.94M	-471	-5.42%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.14%	8.03K	1.89M	28	+0.35%
Dec 31, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.45%	24.11K	5.76M	20.8K	+627.83%
Dec 31, 2025	RIVERSEDGE ADVISORS, LLC	0.42%	22.65K	5.35M	-770	-3.29%
Dec 31, 2025	MORGAN STANLEY	3.7%	219.86K	51.88M	98.02K	+80.46%
Dec 31, 2025	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	0.1%	5.45K	1.29M	-1.93K	-26.09%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	6.56K	1.55M	406	+6.60%
Dec 31, 2025	CREATIVE PLANNING	0.23%	13.25K	3.13M	-621	-4.48%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.23%	13.69K	3.23M	9.37K	+217.09%
Dec 31, 2025	COMMERCE BANK	0.25%	14.62K	3.45M	1.16K	+8.62%
Dec 31, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.57%	33.64K	7.94M	-33.02K	-49.53%
Dec 31, 2025	WESTWOOD HOLDINGS GROUP INC	0.71%	42.15K	9.95M	-22.07K	-34.36%
Dec 31, 2025	LBJ FAMILY WEALTH ADVISORS, LTD.	0.11%	6.12K	1.45M	357	+6.19%
Dec 31, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	0.13%	7.02K	1.66M	-355	-4.81%
Dec 31, 2025	OPPENHEIMER & CO INC	0.13%	7.06K	1.67M	705	+11.09%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.75%	40.44K	9.54M	-199	-0.49%
Dec 31, 2025	UBS GROUP AG	0.71%	42.29K	9.98M	-429	-1.00%
Dec 31, 2025	WESTHILL FINANCIAL ADVISORS, INC.	0.76%	41K	9.67M	3	+0.01%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.1%	65.16K	15.38M	543	+0.84%
Dec 31, 2025	LPL FINANCIAL LLC	1.1%	63.93K	15.09M	-507	-0.79%
Dec 31, 2025	SYSTELLIGENCE, LLC	1.35%	72.82K	17.19M	72.82K	+100.00%
Dec 31, 2025	ASSETMARK, INC	2.11%	114.36K	26.99M	-11.28K	-8.98%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	2.88%	171.38K	40.44M	-6.22K	-3.50%
Dec 31, 2025	CITADEL ADVISORS LLC	0.14%	8.43K	1.99B	4.66K	+123.64%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.17%	9.73K	2.3M	9.73K	+100.00%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.17%	9.3K	2.19M	-8.36K	-47.35%
Dec 31, 2025	CENTRIC WEALTH MANAGEMENT	0.29%	17.15K	4.25M	-367	-2.09%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.17%	9.38K	2.21M	9.38K	+100.00%
Dec 31, 2025	BRAGG FINANCIAL ADVISORS, INC	0.16%	9.19K	2.17M	-93	-1.00%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.16%	9.43K	2.23M	1	+0.01%
Dec 31, 2025	JPMORGAN CHASE & CO	0.22%	11.73K	2.77M	-2K	-14.53%
Dec 31, 2025	IVC WEALTH ADVISORS LLC	0.29%	15.83K	3.74M	363	+2.35%
Dec 31, 2025	ROYAL BANK OF CANADA	0.3%	17.89K	4.22M	96	+0.54%
Dec 31, 2025	ALLEGHENY FINANCIAL GROUP LTD	0.31%	16.65K	3.93M	457	+2.82%
Dec 31, 2025		0.32%	18.52K	4.48M	18.52K	+100.00%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.35%	20.3K	4.79M	4.54K	+28.77%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0.35%	18.86K	4.45M	-4.85K	-20.44%
Dec 31, 2025	AMG NATIONAL TRUST BANK	0.36%	19.62K	4.63M	1.5K	+8.26%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.55%	32.94K	7.77M	-5.89K	-15.16%
Sep 30, 2025	KEYSTONE GLOBAL PARTNERS, LLC	0.2%	10.65K	2.49M	-1.59K	-12.96%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.2%	10.51K	2.46M	-1.43K	-11.94%
Sep 30, 2025	JPMORGAN CHASE & CO	0.26%	13.73K	3.21M	2.58K	+23.13%
Sep 30, 2025	IEQ CAPITAL, LLC	0.22%	11.68K	2.73M	9.22K	+375.95%
Sep 30, 2025	PROSPERITY CONSULTING GROUP, LLC	0.16%	8.47K	1.98M	3.27K	+62.78%
Sep 30, 2025	LJI WEALTH MANAGEMENT, LLC	0.7%	37.21K	8.7M	-34.74K	-48.28%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.72%	38.18K	8.93M	14.74K	+62.90%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.73%	38.82K	9.08M	-559	-1.42%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.77%	40.64K	9.5M	-1.49K	-3.53%
Sep 30, 2025	WESTHILL FINANCIAL ADVISORS, INC.	0.77%	40.99K	9.58M	1.11K	+2.78%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.78%	41.35K	9.67M	-13	-0.03%
Sep 30, 2025	UBS GROUP AG	0.81%	42.72K	9.99M	809	+1.93%
Sep 30, 2025	WESTWOOD HOLDINGS GROUP INC	1.21%	64.22K	15.01M	-85.92K	-57.23%
Sep 30, 2025	LPL FINANCIAL LLC	1.22%	64.44K	15.06M	-116	-0.18%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.22%	64.62K	15.11M	5.62K	+9.53%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.23%	64.83K	15.15M	-2.02K	-3.02%
Sep 30, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	1.26%	66.66K	15.58M	3.89K	+6.20%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.01%	106.14K	24.44M	49.19K	+86.36%
Sep 30, 2025	MORGAN STANLEY	2.3%	121.83K	28.48M	-1.33K	-1.08%
Sep 30, 2025	ASSETMARK, INC	2.37%	125.64K	29.37M	-6.73K	-5.08%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	3.36%	177.6K	41.52M	-5.36K	-2.93%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	5.74%	303.7K	71M	15.45K	+5.36%
Sep 30, 2025	BRAGG FINANCIAL ADVISORS, INC	0.18%	9.28K	2.17M	-143	-1.52%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.22%	11.48K	2.68M	11.48K	+100.00%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.2%	10.42K	2.44M	-101	-0.96%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.19%	10.13K	2.37M	2.39K	+30.93%
Sep 30, 2025	SOUND INCOME STRATEGIES, LLC	0.45%	23.75K	5.67M	10.5K	+79.22%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.55%	29.19K	6.82M	-847	-2.82%
Sep 30, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.58%	30.58K	7.15M	-9.04K	-22.81%
Sep 30, 2025	CWM, LLC	0.61%	32.45K	7.59M	-3.18K	-8.93%
Sep 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.63%	33.56K	7.85M	-270	-0.80%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.65%	34.18K	7.99M	-346	-1.00%
Sep 30, 2025	AMERICAN FINANCIAL & TAX STRATEGIES INC	0.07%	3.54K	827.8K	-395	-10.04%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.07%	3.7K	865.28K	2.05K	+123.76%
Sep 30, 2025	COUNTRY CLUB BANK /GFN	0.07%	3.83K	894.11K	0	0
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	4K	935K	-2.06K	-33.94%
Sep 30, 2025	SIGMA PLANNING CORP	0.08%	4.02K	938.53K	3K	+295.57%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.08%	4.32K	1.01M	21	+0.49%
Sep 30, 2025	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.09%	4.53K	1.06M	-34	-0.75%
Sep 30, 2025	MIDWESTONE FINANCIAL GROUP, INC.	0.09%	4.81K	1.12M	-268	-5.28%
Sep 30, 2025	NYL INVESTORS LLC	0.1%	5.31K	1.24M	0	0
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.1%	5.42K	1.27M	0	0
Sep 30, 2025	LBJ FAMILY WEALTH ADVISORS, LTD.	0.11%	5.77K	1.35M	165	+2.95%
Sep 30, 2025	CITIGROUP INC	0.11%	6.03K	1.41M	6.03K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	6.15K	1.44M	-1.55K	-20.14%
Sep 30, 2025	OPPENHEIMER & CO INC	0.12%	6.36K	1.49M	177	+2.86%
Sep 30, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	0.14%	7.38K	1.72M	-85	-1.14%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.18%	9.43K	2.21M	-552	-5.53%
Sep 30, 2025	FIFTH THIRD SECURITIES, INC.	0.5%	26.38K	6.17M	9.35K	+54.89%
Sep 30, 2025	ROYAL BANK OF CANADA	0.34%	17.79K	4.16M	350	+2.01%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.45%	23.71K	5.54M	3	+0.01%
Sep 30, 2025	CENTRIC WEALTH MANAGEMENT	0.33%	17.52K	4.23M	-449	-2.50%
Sep 30, 2025	ALLEGHENY FINANCIAL GROUP LTD	0.31%	16.2K	3.79M	484	+3.08%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.3%	15.76K	3.69M	59	+0.38%
Sep 30, 2025	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	0.14%	7.38K	1.73M	-2.34K	-24.08%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.14%	7.39K	1.73M	-234	-3.07%
Sep 30, 2025	COMMERCE BANK	0.25%	13.46K	3.15M	-794	-5.57%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.16%	8.69K	2.03M	277	+3.29%
Sep 30, 2025	RIVERSEDGE ADVISORS, LLC	0.44%	23.42K	5.48M	-84	-0.36%
Sep 30, 2025	BROWN ADVISORY INC	0.4%	21.25K	4.97M	8.42K	+65.58%
Sep 30, 2025	AMG NATIONAL TRUST BANK	0.34%	18.13K	4.24M	1K	+5.84%
Sep 30, 2025	ADVISER INVESTMENTS LLC	0.34%	17.74K	4.15M	-300	-1.66%
Sep 30, 2025	CREATIVE PLANNING	0.26%	13.87K	3.24M	-6	-0.04%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.33%	17.66K	4.13M	-1.34K	-7.06%
Sep 30, 2025	IVC WEALTH ADVISORS LLC	0.29%	15.47K	3.62M	-270	-1.72%
Sep 30, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.21%	11.1K	2.59M	473	+4.45%
Sep 30, 2025	VERMILLION WEALTH MANAGEMENT, INC.	0.21%	11.04K	2.58M	627	+6.02%
Sep 30, 2025	GREY FOX WEALTH ADVISORS, LLC	0.21%	10.98K	2.57M	216	+2.01%
Jun 30, 2025		0.2%	10.41K	2.17M	1.32K	+14.58%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.79%	42.13K	8.78M	1.68K	+4.14%
Jun 30, 2025	AMG NATIONAL TRUST BANK	0.32%	17.13K	3.57M	6.36K	+59.13%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.22%	11.94K	2.49M	832	+7.49%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.14%	7.63K	1.59M	435	+6.05%
Jun 30, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	0.14%	7.46K	1.56M	581	+8.45%
Jun 30, 2025	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.09%	4.56K	951.46K	80	+1.78%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.08%	4.47K	931.1K	-220	-4.69%
Jun 30, 2025	MORGAN STANLEY	2.31%	123.17K	25.68M	34.73K	+39.27%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.15%	7.99K	1.67M	-160	-1.96%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	7.7K	1.61M	-2.68K	-25.80%
Jun 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.12%	6.18K	1.29M	6.18K	+100.00%
Jun 30, 2025	WESTHILL FINANCIAL ADVISORS, INC.	0.75%	39.88K	8.31M	84	+0.21%
Jun 30, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.74%	39.62K	8.26M	-5.79K	-12.75%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.74%	39.38K	8.21M	3.34K	+9.28%
Jun 30, 2025	CWM, LLC	0.67%	35.64K	7.43M	-3.59K	-9.15%
Jun 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.64%	33.83K	7.05M	-161	-0.47%
Jun 30, 2025	TD WATERHOUSE CANADA INC.	0.45%	23.71K	4.94M	-47	-0.20%
Jun 30, 2025	ALLEGHENY FINANCIAL GROUP LTD	0.3%	15.71K	3.28M	553	+3.65%
Jun 30, 2025	COMMERCE BANK	0.27%	14.25K	2.97M	93	+0.66%
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0.25%	13.25K	2.76M	8.71K	+191.55%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.19%	9.98K	2.08M	0	0
Jun 30, 2025	NYL INVESTORS LLC	0.1%	5.31K	1.11M	5.31K	+100.00%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	3.44%	182.96K	38.14M	10.42K	+6.04%
Jun 30, 2025	WESTWOOD HOLDINGS GROUP INC	2.82%	150.14K	31.3M	-1.39K	-0.92%
Jun 30, 2025	ASSETMARK, INC	2.49%	132.37K	27.6M	5.31K	+4.18%
Jun 30, 2025	RIVERSEDGE ADVISORS, LLC	0.44%	23.51K	4.9M	-829	-3.41%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.44%	23.44K	4.89M	737	+3.25%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.36%	19K	3.96M	2.36K	+14.21%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.34%	18.13K	3.78M	-34.83K	-65.77%
Jun 30, 2025	ADVISER INVESTMENTS LLC	0.34%	18.04K	3.76M	2.25K	+14.25%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.78%	41.36K	8.62M	6.93K	+20.12%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.65%	34.53K	7.2M	1.05K	+3.13%
Jun 30, 2025	CITADEL ADVISORS LLC	0.26%	13.77K	2.87M	13.77K	+100.00%
Jun 30, 2025	BROWN ADVISORY INC	0.24%	12.83K	2.68M	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	0.21%	11.15K	2.32M	-271	-2.37%
Jun 30, 2025	GREY FOX WEALTH ADVISORS, LLC	0.2%	10.77K	2.24M	1.36K	+14.50%
Jun 30, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.2%	10.63K	2.22M	1.18K	+12.43%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.2%	10.52K	2.19M	-489	-4.44%
Jun 30, 2025	CENTRIC WEALTH MANAGEMENT	0.34%	17.97K	3.82M	17.97K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.33%	17.44K	3.64M	1.14K	+6.96%
Jun 30, 2025	LJI WEALTH MANAGEMENT, LLC	1.35%	71.95K	15M	12K	+20.03%
Jun 30, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	1.18%	62.77K	13.08M	96	+0.15%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	1.02%	54.2K	11.3M	-166	-0.31%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.56%	30.04K	6.26M	-421	-1.38%
Jun 30, 2025	FIFTH THIRD SECURITIES, INC.	0.32%	17.03K	3.55M	1.17K	+7.34%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.3%	15.77K	3.29M	174	+1.12%
Jun 30, 2025	IVC WEALTH ADVISORS LLC	0.3%	15.74K	3.28M	-832	-5.02%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.3%	15.71K	3.27M	290	+1.88%
Jun 30, 2025	CREATIVE PLANNING	0.26%	13.88K	2.89M	3.62K	+35.34%
Jun 30, 2025	BRAGG FINANCIAL ADVISORS, INC	0.18%	9.43K	1.97M	309	+3.39%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.16%	8.42K	1.75M	147	+1.78%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.16%	8.37K	1.75M	470	+5.95%
Jun 30, 2025	LBJ FAMILY WEALTH ADVISORS, LTD.	0.11%	5.6K	1.17M	235	+4.38%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.1%	5.57K	1.16M	3.28K	+142.70%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.1%	5.42K	1.13M	0	0
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.1%	5.21K	25K	5.19K	+20,748.00%
Jun 30, 2025	PROSPERITY CONSULTING GROUP, LLC	0.1%	5.2K	1.08M	1.79K	+52.30%
Jun 30, 2025	MIDWESTONE FINANCIAL GROUP, INC.	0.1%	5.07K	1.06M	512	+11.23%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	5.42%	288.25K	60.09M	-17.34K	-5.67%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.26%	66.84K	13.93M	4.17K	+6.66%
Jun 30, 2025	LPL FINANCIAL LLC	1.21%	64.56K	13.46M	-2.35K	-3.52%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.11%	59K	12.3M	15.32K	+35.08%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.07%	56.95K	11.88M	428	+0.76%
Jun 30, 2025	UBS GROUP AG	0.79%	41.91K	8.74M	-17.05K	-28.92%
Jun 30, 2025	KEYSTONE GLOBAL PARTNERS, LLC	0.23%	12.24K	2.55M	-845	-6.46%
Jun 30, 2025	VERMILLION WEALTH MANAGEMENT, INC.	0.2%	10.41K	2.17M	1.32K	+14.58%
Jun 30, 2025	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	0.18%	9.72K	2.03M	-602	-5.83%
Mar 31, 2025	ASSETMARK, INC	2.32%	127.06K	23.68M	3.54K	+2.87%
Mar 31, 2025	BRAGG FINANCIAL ADVISORS, INC	0.17%	9.12K	1.7M	170	+1.90%
Mar 31, 2025	FIFTH THIRD SECURITIES, INC.	0.29%	15.87K	2.96M	784	+5.20%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.63%	34.43K	6.42M	-890	-2.52%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.66%	36.04K	6.72M	-2.03K	-5.34%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	3.15%	172.54K	32.15M	3.56K	+2.11%
Mar 31, 2025	CREATIVE PLANNING	0.19%	10.25K	1.91M	1.78K	+21.07%
Mar 31, 2025	WESTWOOD HOLDINGS GROUP INC	2.77%	151.53K	28.24M	-52.88K	-25.87%
Mar 31, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.17%	9.45K	1.76M	1.49K	+18.66%
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	0.18%	9.98K	1.86M	0	0
Mar 31, 2025	ADVISORNET FINANCIAL, INC	0.22%	11.81K	2.2M	-135	-1.13%
Mar 31, 2025	BROWN ADVISORY INC	0.23%	12.83K	2.39M	-67	-0.52%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.97%	52.96K	9.87M	52.96K	+100.00%
Mar 31, 2025	UBS GROUP AG	1.08%	58.96K	10.99M	289	+0.49%
Mar 31, 2025	LJI WEALTH MANAGEMENT, LLC	1.09%	59.94K	11.17M	2.33K	+4.05%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.14%	62.67K	11.66M	4.13K	+7.06%
Mar 31, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	1.14%	62.67K	11.68M	30	+0.05%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	5.58%	305.59K	56.95M	2.01K	+0.66%
Mar 31, 2025		0.24%	13.08K	2.44M	13.08K	+100.00%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.28%	15.42K	2.87M	-17	-0.11%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.28%	15.6K	2.91M	3.34K	+27.22%
Mar 31, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.83%	45.41K	8.48M	-10.1K	-18.20%
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.99%	54.37K	10.13M	-442	-0.81%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.03%	56.53K	10.54M	3.39K	+6.37%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	10.38K	1.93M	1.09K	+11.72%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.2%	11.11K	2.07M	-140	-1.24%
Mar 31, 2025	JPMORGAN CHASE & CO	0.21%	11.42K	2.13M	-56	-0.49%
Mar 31, 2025	COMMERCE BANK	0.26%	14.16K	2.64M	711	+5.29%
Mar 31, 2025	ALLEGHENY FINANCIAL GROUP LTD	0.28%	15.16K	2.83M	-431	-2.76%
Mar 31, 2025	ADVISER INVESTMENTS LLC	0.29%	15.79K	2.94M	2.93K	+22.78%
Mar 31, 2025	ROYAL BANK OF CANADA	0.3%	16.3K	3.04M	-1.22K	-6.98%
Mar 31, 2025	IVC WEALTH ADVISORS LLC	0.3%	16.57K	3.09M	2.05K	+14.10%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.3%	16.64K	3.1M	296	+1.81%
Mar 31, 2025	AMG NATIONAL TRUST BANK	0.2%	10.76K	2.01M	5.84K	+118.83%
Mar 31, 2025	SAVANT CAPITAL, LLC	0.2%	11.01K	2.05M	-505	-4.39%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.41%	22.7K	4.23M	1.3K	+6.05%
Mar 31, 2025	TD WATERHOUSE CANADA INC.	0.43%	23.75K	4.43M	57	+0.24%
Mar 31, 2025	RIVERSEDGE ADVISORS, LLC	0.44%	24.34K	4.54M	-1K	-3.96%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.56%	30.46K	5.68M	-3.09K	-9.21%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.61%	33.48K	6.24M	64	+0.19%
Mar 31, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.62%	33.99K	6.33M	32.61K	+2,349.06%
Mar 31, 2025	CWM, LLC	0.72%	39.23K	7.31M	22.74K	+137.87%
Mar 31, 2025	WESTHILL FINANCIAL ADVISORS, INC.	0.73%	39.8K	7.42M	-332	-0.83%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.74%	40.45K	7.54M	2.02K	+5.26%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.8%	43.68K	8.14M	-1.48K	-3.28%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.82%	45K	8.39M	0	0
Mar 31, 2025	GREY FOX WEALTH ADVISORS, LLC	0.17%	9.4K	1.75M	3.69K	+64.72%
Mar 31, 2025	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	0.19%	10.32K	1.92M	-985	-8.71%
Mar 31, 2025	LPL FINANCIAL LLC	1.22%	66.91K	12.47M	-406	-0.60%
Mar 31, 2025	MORGAN STANLEY	1.61%	88.44K	16.48M	1.07K	+1.22%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.07%	4.59K	905.38K	401	+9.57%
Mar 31, 2024	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.97%	56.14K	11.07M	136	+0.24%
Mar 31, 2024	MORGAN STANLEY	1.33%	86.26K	17M	-38.66K	-30.95%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	2.25%	130.02K	25.63M	17.7K	+15.76%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	4.37%	283.43K	55.86M	-10.67K	-3.63%
Mar 31, 2024	SAGEVIEW ADVISORY GROUP, LLC	0.11%	6.55K	298.61K	6.55K	+100.00%
Mar 31, 2024	OPPENHEIMER ASSET MANAGEMENT INC.	0.12%	6.8K	1.34M	-530	-7.23%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.12%	8.04K	1.58M	0	0
Mar 31, 2024	CREATIVE PLANNING	0.13%	8.32K	1.64M	345	+4.33%
Mar 31, 2024	CETERA ADVISORS LLC	2.04%	117.46K	23.15M	114.88K	+4,461.51%
Mar 31, 2024	ASSETMARK, INC	2.07%	119.54K	23.56M	10.34K	+9.47%
Mar 31, 2024	CRESTONE ASSET MANAGEMENT LLC	2.95%	170.11K	33.53M	4.82K	+2.91%
Mar 31, 2024	WESTWOOD HOLDINGS GROUP INC	6.08%	350.76K	69.14M	12.2K	+3.60%
Mar 31, 2024	BROWN ADVISORY INC	0.1%	5.97K	1.18M	-2.32K	-27.99%
Mar 31, 2024	CONCURRENT INVESTMENT ADVISORS, LLC	0.11%	6.42K	1.27M	6.42K	+100.00%
Mar 31, 2024	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.14%	8.12K	1.6M	-3.54K	-30.34%
Mar 31, 2024	COMMERCE BANK	0.14%	8.28K	1.63M	-190	-2.24%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.15%	8.49K	1.67M	-302	-3.43%
Mar 31, 2024	BRAGG FINANCIAL ADVISORS, INC	0.16%	9.36K	1.84M	327	+3.62%
Mar 31, 2024	ADVISORNET FINANCIAL, INC	0.16%	9.37K	1.85M	1.15K	+13.98%
Mar 31, 2024	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	0.24%	13.6K	2.68M	-1.67K	-10.91%
Mar 31, 2024	IVC WEALTH ADVISORS LLC	0.24%	13.73K	2.71M	788	+6.09%
Mar 31, 2024	ROYAL BANK OF CANADA	0.25%	16.1K	3.17M	128	+0.80%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.25%	14.52K	2.86M	-149	-1.02%
Mar 31, 2024	TD WATERHOUSE CANADA INC.	0.26%	14.74K	2.84M	14.74K	+100.00%
Mar 31, 2024	FIFTH THIRD SECURITIES, INC.	0.27%	15.81K	3.12M	-316	-1.96%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	20.91K	4.12M	559	+2.75%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.33%	21.66K	4.27M	-462	-2.09%
Mar 31, 2024	RIVERSEDGE ADVISORS, LLC	0.47%	26.93K	5.31M	158	+0.59%
Mar 31, 2024	UBS GROUP AG	0.49%	31.96K	6.3M	2.13K	+7.13%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.57%	32.95K	6.49M	2.67K	+8.82%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.59%	38.26K	7.54M	-63	-0.16%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.61%	39.58K	7.8M	-6.14K	-13.43%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.63%	41.14K	8.11M	-11.08K	-21.22%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.64%	36.94K	7.28M	-333	-0.89%
Mar 31, 2024	WESTHILL FINANCIAL ADVISORS, INC.	0.67%	38.7K	7.63M	1.12K	+2.97%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.76%	49.39K	9.74M	-7.13K	-12.61%
Mar 31, 2024	LPL FINANCIAL LLC	0.84%	54.2K	10.68M	-853	-1.55%
Mar 31, 2024	VIRTUE CAPITAL MANAGEMENT, LLC	0.85%	48.84K	9.14M	-708	-1.43%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.91%	59.34K	11.7M	-16.52K	-21.78%
Mar 31, 2024	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.94%	54.52K	10.75M	-386	-0.70%
Mar 31, 2024	CWM, LLC	0.26%	14.86K	2.93M	41	+0.28%
Mar 31, 2024	ADVISER INVESTMENTS LLC	0.23%	13.44K	2.65M	-132	-0.97%
Mar 31, 2024	MATHER GROUP, LLC.	0.07%	4.33K	794.04K	0	0
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.07%	4.38K	862.86K	2	+0.05%
Mar 31, 2024	PARKSIDE FINANCIAL BANK & TRUST	0.07%	4.41K	869.29K	336	+8.25%
Mar 31, 2024	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.07%	4.41K	869.61K	-612	-12.18%
Mar 31, 2024	LBJ FAMILY WEALTH ADVISORS, LTD.	0.07%	4.57K	900K	124	+2.79%
Mar 31, 2024	WOLF GROUP CAPITAL ADVISORS	0.07%	4.66K	821.6K	0	0
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.07%	4.84K	953.32K	-4	-0.08%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.1%	6.33K	1.25M	-254	-3.86%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	10.65K	2.1M	10.65K	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0.17%	10.99K	2.17M	714	+6.95%
Mar 31, 2024	ZIEGLER CAPITAL MANAGEMENT, LLC	0.18%	10.12K	1.99M	0	0
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	10.86K	2.14M	10.86K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.2%	12.71K	2.51M	-247	-1.91%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.2%	11.69K	2.3M	862	+7.96%
Mar 31, 2024	ALLEGHENY FINANCIAL GROUP LTD	0.21%	12.07K	2.38M	-3.51K	-22.53%
Mar 31, 2024	SAVANT CAPITAL, LLC	0.21%	12.28K	2.42M	-400	-3.15%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	5.07%	294.1K	53.98M	48.5K	+19.75%
Dec 31, 2023	COMERICA BANK	0.09%	4.96K	910.59K	-156	-3.05%
Dec 31, 2023	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.09%	5.02K	922.16K	213	+4.43%
Dec 31, 2023	1900 WEALTH MANAGEMENT LLC	0.09%	5.5K	1.01M	-9.47K	-63.26%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.11%	6.58K	1.21M	-667	-9.20%
Dec 31, 2023	OPPENHEIMER ASSET MANAGEMENT INC.	0.13%	7.33K	1.35M	902	+14.04%
Dec 31, 2023	CREATIVE PLANNING	0.14%	7.98K	1.46M	1.7K	+27.11%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.14%	8.04K	1.48M	0	0
Dec 31, 2023	ADVISORNET FINANCIAL, INC	0.14%	8.22K	1.51M	4.89K	+146.43%
Dec 31, 2023	BROWN ADVISORY INC	0.14%	8.29K	1.52M	2.52K	+43.76%
Dec 31, 2023	COMMERCE BANK	0.15%	8.47K	1.55M	130	+1.56%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.15%	8.8K	1.61M	834	+10.48%
Dec 31, 2023	BRAGG FINANCIAL ADVISORS, INC	0.16%	9.03K	1.66M	-524	-5.49%
Dec 31, 2023	ZIEGLER CAPITAL MANAGEMENT, LLC	0.17%	10.12K	1.86M	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0.18%	10.27K	1.89M	9.91K	+2,714.79%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.19%	10.83K	1.99M	2.04K	+23.25%
Dec 31, 2023	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.2%	11.65K	2.14M	-2.51K	-17.74%
Dec 31, 2023	SAVANT CAPITAL, LLC	0.22%	12.68K	2.33M	-33	-0.26%
Dec 31, 2023	IVC WEALTH ADVISORS LLC	0.22%	12.94K	2.37M	1.2K	+10.21%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.22%	12.96K	2.38M	154	+1.20%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.23%	13.37K	2.45M	-5	-0.04%
Dec 31, 2023	ADVISER INVESTMENTS LLC	0.23%	13.57K	2.49M	13.57K	+100.00%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.25%	14.67K	2.69M	-196	-1.32%
Dec 31, 2023	CWM, LLC	0.26%	14.82K	2.72M	998	+7.22%
Dec 31, 2023	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	0.26%	15.27K	2.8M	1.12K	+7.92%
Dec 31, 2023	ALLEGHENY FINANCIAL GROUP LTD	0.27%	15.59K	2.86M	990	+6.78%
Dec 31, 2023	ROYAL BANK OF CANADA	0.28%	15.97K	2.93M	492	+3.18%
Dec 31, 2023	FIFTH THIRD SECURITIES, INC.	0.28%	16.13K	2.96M	430	+2.74%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	20.35K	3.74M	20.35K	+100.00%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.38%	22.12K	4.06M	-900	-3.91%
Dec 31, 2023	RIVERSEDGE ADVISORS, LLC	0.46%	26.78K	4.91M	1.25K	+4.91%
Dec 31, 2023	UBS GROUP AG	0.51%	29.83K	5.48M	-4.37K	-12.77%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.52%	30.28K	5.56M	-17	-0.06%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.64%	37.27K	6.84M	1.02K	+2.80%
Dec 31, 2023	WESTHILL FINANCIAL ADVISORS, INC.	0.65%	37.58K	6.9M	708	+1.92%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.66%	38.33K	7.03M	-494	-1.27%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.79%	45.72K	8.39M	8.16K	+21.73%
Dec 31, 2023	VIRTUE CAPITAL MANAGEMENT, LLC	0.85%	49.55K	8.71M	-6.17K	-11.08%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.9%	52.22K	9.58M	1.89K	+3.75%
Dec 31, 2023	WESTWOOD HOLDINGS GROUP INC	5.83%	338.57K	62.14M	105.72K	+45.40%
Dec 31, 2023		0.94%	54.77K	10.05M	1.06K	+1.97%
Dec 31, 2023	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.95%	54.91K	10.08M	9.65K	+21.32%
Dec 31, 2023	LPL FINANCIAL LLC	0.95%	55.05K	10.11M	4.47K	+8.84%
Dec 31, 2023	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.96%	56.01K	10.28M	89	+0.16%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.97%	56.52K	10.38M	-41.29K	-42.22%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.31%	75.86K	13.92M	2.87K	+3.93%
Dec 31, 2023	ASSETMARK, INC	1.88%	109.2K	20.04M	-2.62K	-2.35%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	1.93%	112.32K	20.62M	63.68K	+130.93%
Dec 31, 2023	MORGAN STANLEY	2.15%	124.93K	22.93M	20.91K	+20.10%
Dec 31, 2023	CRESTONE ASSET MANAGEMENT LLC	2.85%	165.29K	30.34M	-12.24K	-6.90%

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