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

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

ALLEGHENY FINANCIAL GROUP LTD, in the last quarter, reduced its stake in VTWV by -0.4% restricting it's holding to 15.93 thousand shares of worth nearly $2.66M. ADVISER INVESTMENTS LLC also lessened -1.12% of the VTWV shares from its portfolio, reducing its holding to 37.49 thousand shares of worth $6.27M. INSTITUTE FOR WEALTH MANAGEMENT, LLC. also shunned VTWV shares holding by -0.3% last quarter which brought its holding to 43.36 thousand shares worth $7.25M.

Investors who are buying VTWV stock?

As per its latest 13F filing, CIBC WORLD MARKET INC. increased its stake in VTWV by 0.23% in the last quarter. The institutional holder raised its holding to 17.35 thousand shares having worth more than $2.90M. UBS GROUP AG also added 18.68% more shares of VTWV to its portfolio, raising its holding to 38.54 thousand shares of worth $6.44M. GIBRALTAR CAPITAL MANAGEMENT, INC. also increased its VTWV shares holding by 5.93% which brought its holding to 11.25 thousand shares worth $1.88M.

VTWV's major insiders: who are they?

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

Did an insider recently sell VTWV stock?

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

Which insider recently purchased VTWV stock?

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

How much of VTWV does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in VTWV?

ALLEGHENY FINANCIAL GROUP LTD is the largest institutional owner in VTWV which holds 15.93 thousand shares worth $2.66M or 0.25% of the total VTWV shares outstanding followed by BARTLETT & CO. WEALTH MANAGEMENT LLC with ownership of 16.83 thousand shares representing 0.27% of the VTWV ownership. CIBC WORLD MARKET INC. is the third largest stakeholder with 17.35 thousand shares or 0.28% of the ownership worth more than $2.90M.

Is Vanguard Russell 2000 Value 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 VTWV is concerned, it is a stock which is not optionable.

Is there a short position on VTWV's shares?

Number of VTWV 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 VTWV shares are there?

As of today, null shares of VTWV are outstanding.

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

VTWV 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 VTWV is null.

Vanguard Russell 2000 Value ETF (VTWV) 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. ALLEGHENY FINANCIAL GROUP LTD is the top corporate investor, holding 15.93K shares valued at $2.66M. A 0.25% stake in Vanguard Russell 2000 Value ETF is owned by the company. BARTLETT & CO. WEALTH MANAGEMENT LLC owns 16.83K shares valued at $3.06M, which translates its holding of 0.27% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	ALLEGHENY FINANCIAL GROUP LTD	0.25%	15.93K	2.66M	-64	-0.40%
Mar 31, 2026	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.27%	16.83K	3.06M	0	0
Mar 31, 2026	CIBC WORLD MARKET INC.	0.28%	17.35K	2.9M	40	+0.23%
Mar 31, 2026	ADVISER INVESTMENTS LLC	0.6%	37.49K	6.27M	-425	-1.12%
Mar 31, 2026	UBS GROUP AG	0.62%	38.54K	6.44M	6.07K	+18.68%
Mar 31, 2026	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.69%	43.36K	7.25M	-131	-0.30%
Mar 31, 2026	GIBRALTAR CAPITAL MANAGEMENT, INC.	0.18%	11.25K	1.88M	630	+5.93%
Mar 31, 2026	FIFTH THIRD SECURITIES, INC.	0.18%	11.19K	1.87M	-542	-4.62%
Mar 31, 2026	OPPENHEIMER & CO INC	0.18%	11K	1.84M	1.3K	+13.40%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.14%	8.93K	1.49M	-624	-6.53%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.14%	8.91K	1.49M	800	+9.86%
Mar 31, 2026	ROUNDVIEW CAPITAL LLC	0.13%	8.38K	1.4M	-78	-0.92%
Mar 31, 2026	NICOLET BANKSHARES INC	0.13%	8.27K	1.38M	8.27K	+100.00%
Mar 31, 2026	JORDAN PARK GROUP LLC	0.13%	8.02K	1.34M	0	0
Mar 31, 2026	TOBIAS FINANCIAL ADVISORS, INC.	0.12%	7.49K	1.25M	-167	-2.18%
Mar 31, 2026		0.37%	22.84K	3.89M	84	+0.37%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.33%	20.74K	3.47M	-3.05K	-12.82%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.29%	18.26K	3.05M	-941	-4.90%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	6.8%	425.73K	71.19M	36.17K	+9.28%
Mar 31, 2026	NYL INVESTORS LLC	0.23%	14.21K	2.38M	0	0
Mar 31, 2026	LBJ FAMILY WEALTH ADVISORS, LTD.	0.23%	14.45K	2.35M	11	+0.08%
Mar 31, 2026	PHOENIX WEALTH ADVISORS	0.23%	14.54K	2.43M	-342	-2.30%
Mar 31, 2026	RODGERS & ASSOCIATES, LTD	0.25%	15.49K	2.59M	-953	-5.79%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	8.71K	1.46M	184	+2.16%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.42%	26.23K	4.39M	1.4K	+5.64%
Mar 31, 2026	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.43%	27.1K	4.53M	-1.25K	-4.42%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.46%	28.95K	4.84M	25.86K	+836.89%
Mar 31, 2026	VIRTUE CAPITAL MANAGEMENT, LLC	0.48%	30.18K	4.92M	5.01K	+19.90%
Mar 31, 2026	JPMORGAN CHASE & CO	0.5%	31.25K	5.09M	9.18K	+41.58%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.54%	33.61K	5.62M	-1	0.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.57%	35.82K	5.99M	-224	-0.62%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	1.15%	71.75K	11.47M	49.64K	+224.48%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.21%	75.53K	12.62M	-1.83K	-2.36%
Mar 31, 2026	BRAGG FINANCIAL ADVISORS, INC	1.34%	83.7K	14M	-1.99K	-2.32%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.43%	89.74K	15.01M	7.26K	+8.80%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.45%	90.86K	15.19M	-2.9K	-3.09%
Mar 31, 2026	QUEST INVESTMENT MANAGEMENT LLC	1.56%	97.64K	16.33M	97.64K	+100.00%
Mar 31, 2026	MORGAN STANLEY	3.17%	198.09K	33.12M	22.81K	+13.01%
Mar 31, 2026	WEALTH DIMENSIONS GROUP, LTD.	0.23%	14.09K	2.36M	-730	-4.93%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.22%	13.97K	2.34M	0	0
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.22%	13.95K	2.33M	-668	-4.57%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.21%	13.11K	2.19M	257	+2.00%
Mar 31, 2026	PARKSIDE FINANCIAL BANK & TRUST	0.2%	12.77K	2.14M	41	+0.32%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	12.51K	2.09M	543	+4.54%
Mar 31, 2026	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.14%	8.45K	1.41M	-165	-1.92%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.97%	60.75K	10.16M	1.3K	+2.19%
Mar 31, 2026	WESTHILL FINANCIAL ADVISORS, INC.	0.93%	58.23K	9.74M	-937	-1.58%
Mar 31, 2026	FIRST AMERICAN TRUST, FSB	0.88%	55.06K	9.21M	55.06K	+100.00%
Mar 31, 2026	FINANCIAL ADVISORY CORP	0.8%	50.28K	8.41M	-133	-0.26%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.3%	18.84K	3.15M	4.47K	+31.09%
Mar 31, 2026	BERKSHIRE ASSET MANAGEMENT LLC/PA	0.39%	24.17K	4.04M	268	+1.12%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.39%	24.6K	4.11M	24.6K	+100.00%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	3.38%	211.23K	35.32M	4.84K	+2.35%
Mar 31, 2026	COMMERCE BANK	1.98%	123.76K	20.7M	28.56K	+30.00%
Mar 31, 2026	LPL FINANCIAL LLC	1.87%	117.1K	19.58M	21	+0.02%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	1.53%	95.63K	15.99M	76.9K	+410.54%
Mar 31, 2026	BLACKROCK, INC.	0.37%	23.36K	3.91M	312	+1.35%
Mar 31, 2026	SAVANT CAPITAL, LLC	0.73%	45.9K	7.68M	-371	-0.80%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.76%	47.82K	8M	7.7K	+19.21%
Mar 31, 2026	AMG NATIONAL TRUST BANK	0.78%	48.75K	8.15M	4.04K	+9.04%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.43%	24.83K	3.97M	-100	-0.40%
Dec 31, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.32%	16.83K	2.69M	0	0
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.37%	19.2K	3.07M	-379	-1.94%
Dec 31, 2025		0.39%	22.76K	3.97M	22.76K	+100.00%
Dec 31, 2025	BLACKROCK, INC.	0.39%	23.04K	3.69M	4.53K	+24.45%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.45%	23.79K	3.8M	2.14K	+9.86%
Dec 31, 2025	JPMORGAN CHASE & CO	0.42%	22.07K	3.53M	-1.65K	-6.94%
Dec 31, 2025	UBS GROUP AG	0.55%	32.47K	5.19M	847	+2.68%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.62%	36.04K	5.76M	285	+0.80%
Dec 31, 2025	ADVISER INVESTMENTS LLC	0.65%	37.91K	6.06M	-332	-0.87%
Dec 31, 2025	SAVANT CAPITAL, LLC	0.79%	46.27K	7.4M	-1.86K	-3.86%
Dec 31, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.83%	43.49K	6.96M	0	0
Dec 31, 2025	AMG NATIONAL TRUST BANK	0.85%	44.71K	7.15M	2.45K	+5.79%
Dec 31, 2025	FINANCIAL ADVISORY CORP	0.96%	50.42K	8.06M	-2.01K	-3.84%
Dec 31, 2025	WESTHILL FINANCIAL ADVISORS, INC.	1.13%	59.17K	9.46M	183	+0.31%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.41%	82.48K	13.19M	48.14K	+140.18%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.11%	6.66K	1.06M	-229	-3.32%
Dec 31, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.48%	25.17K	4.06M	-44.49K	-63.86%
Dec 31, 2025	SIGMA PLANNING CORP	0.12%	6.27K	1M	-23	-0.37%
Dec 31, 2025	WEALTH DIMENSIONS GROUP, LTD.	0.25%	14.82K	2.37M	-59	-0.40%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.27%	13.97K	2.23M	13.97K	+100.00%
Dec 31, 2025	NYL INVESTORS LLC	0.27%	14.21K	2.27M	6.24K	+78.22%
Dec 31, 2025	BRAGG FINANCIAL ADVISORS, INC	1.47%	85.69K	13.7M	-591	-0.69%
Dec 31, 2025	COMMERCE BANK	1.63%	95.2K	15.23M	21.24K	+28.71%
Dec 31, 2025	LPL FINANCIAL LLC	2.01%	117.08K	18.72M	-9.75K	-7.69%
Dec 31, 2025	MORGAN STANLEY	2.99%	175.28K	28.03M	3.61K	+2.10%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	3.52%	206.39K	33.01M	17.82K	+9.45%
Dec 31, 2025	MIDWESTONE FINANCIAL GROUP, INC.	0.15%	8.48K	1.36M	261	+3.17%
Dec 31, 2025	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.15%	8.61K	1.38M	561	+6.97%
Dec 31, 2025	GIBRALTAR CAPITAL MANAGEMENT, INC.	0.2%	10.62K	1.7M	-630	-5.60%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	11.97K	1.91M	1.87K	+18.47%
Dec 31, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.22%	12.73K	2.04M	682	+5.66%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.22%	12.85K	2.06M	1	+0.01%
Dec 31, 2025	FIFTH THIRD SECURITIES, INC.	0.22%	11.73K	1.88M	469	+4.17%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	14.37K	2.3M	2.28K	+18.85%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.25%	14.62K	2.34M	-605	-3.97%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.32%	18.73K	3M	13.99K	+294.84%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.57%	33.61K	5.38M	-601	-1.76%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.69%	40.11K	6.42M	1.1K	+2.81%
Dec 31, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.18%	10.65K	1.7M	593	+5.90%
Dec 31, 2025	LBJ FAMILY WEALTH ADVISORS, LTD.	0.28%	14.44K	2.31M	318	+2.25%
Dec 31, 2025	PHOENIX WEALTH ADVISORS	0.28%	14.88K	2.38M	20	+0.13%
Dec 31, 2025	CIBC WORLD MARKET INC.	0.3%	17.31K	2.77M	0	0
Dec 31, 2025	ALLEGHENY FINANCIAL GROUP LTD	0.31%	15.99K	2.56M	315	+2.01%
Dec 31, 2025	RODGERS & ASSOCIATES, LTD	0.31%	16.45K	2.63M	-291	-1.74%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.38%	22.11K	3.54M	133	+0.61%
Dec 31, 2025	BERKSHIRE ASSET MANAGEMENT LLC/PA	0.41%	23.9K	3.82M	75	+0.31%
Dec 31, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.49%	28.35K	4.53M	1.24K	+4.59%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.01%	59.45K	9.51M	1.7K	+2.94%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.33%	77.35K	12.35M	-1.49K	-1.88%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.79%	93.75K	14.99M	-293	-0.31%
Dec 31, 2025	ROYAL BANK OF CANADA	0.17%	9.88K	1.58M	218	+2.26%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	6.65%	389.57K	62.3M	11.28K	+2.98%
Dec 31, 2025	COOKE & BIELER LP	0.13%	7.51K	1.2M	7.51K	+100.00%
Dec 31, 2025	TOBIAS FINANCIAL ADVISORS, INC.	0.13%	7.66K	1.23M	0	0
Dec 31, 2025	JORDAN PARK GROUP LLC	0.14%	8.02K	1.28M	0	0
Dec 31, 2025	STIFEL FINANCIAL CORP	0.14%	8.11K	1.3M	82	+1.02%
Dec 31, 2025	ROUNDVIEW CAPITAL LLC	0.15%	8.46K	1.35M	0	0
Dec 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.16%	9.12K	1.46M	-1.1K	-10.76%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	8.53K	1.36M	122	+1.45%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.16%	9.55K	1.53M	-1.28K	-11.79%
Dec 31, 2025	OPPENHEIMER & CO INC	0.19%	9.7K	1.55M	941	+10.75%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.19%	10.99K	1.76M	-2.61K	-19.22%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	3.4%	188.57K	29.39M	2.07K	+1.11%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	6.81%	378.29K	58.96M	-8.44K	-2.18%
Sep 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.18%	10.22K	1.59M	0	0
Sep 30, 2025	RODGERS & ASSOCIATES, LTD	0.3%	16.74K	2.61M	20	+0.12%
Sep 30, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.3%	16.83K	2.62M	-526	-3.03%
Sep 30, 2025	CIBC WORLD MARKET INC.	0.31%	17.31K	2.7M	0	0
Sep 30, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.71%	39.69K	6.19M	-11.6K	-22.62%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.22%	12.09K	1.88M	24	+0.20%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.62%	34.34K	5.35M	15.84K	+85.62%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.64%	35.76K	5.57M	148	+0.42%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.08%	4.68K	729.32K	520	+12.50%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.09%	4.74K	739.44K	34	+0.72%
Sep 30, 2025	BROOKLYN FI, LLC	0.09%	4.81K	762.52K	0	0
Sep 30, 2025	MCLEAN ASSET MANAGEMENT CORP	0.1%	5.57K	882.8K	1.27K	+29.60%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.23%	12.85K	2M	2	+0.02%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.24%	13.6K	2.12M	13.6K	+100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.39%	21.66K	3.38M	-1.01K	-4.45%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.62%	34.21K	5.33M	-2.38K	-6.51%
Sep 30, 2025	PHOENIX WEALTH ADVISORS	0.27%	14.86K	2.32M	44	+0.30%
Sep 30, 2025	WEALTH DIMENSIONS GROUP, LTD.	0.27%	14.88K	2.32M	17	+0.11%
Sep 30, 2025	MORANGIE MANAGEMENT LLC	0.11%	5.93K	924.15K	0	0
Sep 30, 2025	WRENNE FINANCIAL PLANNING LLC	0.11%	5.98K	931.64K	-57	-0.94%
Sep 30, 2025	SIGMA PLANNING CORP	0.11%	6.29K	980.79K	37	+0.59%
Sep 30, 2025	TOBIAS FINANCIAL ADVISORS, INC.	0.14%	7.66K	1.19M	0	0
Sep 30, 2025	NYL INVESTORS LLC	0.14%	7.97K	1.24M	0	0
Sep 30, 2025	JORDAN PARK GROUP LLC	0.14%	8.02K	1.25M	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.14%	8.03K	1.25M	85	+1.07%
Sep 30, 2025	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.15%	8.05K	1.26M	-51	-0.63%
Sep 30, 2025	MIDWESTONE FINANCIAL GROUP, INC.	0.15%	8.22K	1.28M	-10	-0.12%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.16%	8.67K	1.35M	2.75K	+46.45%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.35%	19.58K	3.05M	-600	-2.97%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.4%	21.98K	3.43M	1.28K	+6.20%
Sep 30, 2025	JPMORGAN CHASE & CO	0.43%	23.72K	3.7M	546	+2.36%
Sep 30, 2025	BERKSHIRE ASSET MANAGEMENT LLC/PA	0.43%	23.82K	3.71M	5.31K	+28.69%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.45%	24.93K	3.89M	-249	-0.99%
Sep 30, 2025	EWG ELEVATE INC.	0.46%	25.62K	3.99M	25.62K	+100.00%
Sep 30, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.49%	27.11K	4.23M	4	+0.01%
Sep 30, 2025	UBS GROUP AG	0.57%	31.62K	4.93M	1.11K	+3.64%
Sep 30, 2025	ADVISER INVESTMENTS LLC	0.69%	38.24K	5.96M	-709	-1.82%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.7%	39.02K	6.08M	-442	-1.12%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	8.41K	1.31M	-556	-6.20%
Sep 30, 2025	ROUNDVIEW CAPITAL LLC	0.15%	8.46K	1.32M	2.38K	+39.12%
Sep 30, 2025	OPPENHEIMER & CO INC	0.16%	8.76K	1.36M	240	+2.82%
Sep 30, 2025	LBJ FAMILY WEALTH ADVISORS, LTD.	0.25%	14.12K	2.2M	1.57K	+12.47%
Sep 30, 2025	BLACKROCK, INC.	0.33%	18.52K	2.89M	2.74K	+17.40%
Sep 30, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.22%	12.05K	1.88M	756	+6.69%
Sep 30, 2025	ROYAL BANK OF CANADA	0.17%	9.66K	1.51M	494	+5.39%
Sep 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.18%	10.05K	1.57M	10.05K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	10.1K	1.58M	-2.75K	-21.37%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.2%	10.83K	1.69M	634	+6.22%
Sep 30, 2025	GIBRALTAR CAPITAL MANAGEMENT, INC.	0.2%	11.25K	1.75M	0	0
Sep 30, 2025	FIFTH THIRD SECURITIES, INC.	0.2%	11.26K	1.75M	115	+1.03%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.27%	15.22K	2.37M	782	+5.42%
Sep 30, 2025	ALLEGHENY FINANCIAL GROUP LTD	0.28%	15.68K	2.44M	559	+3.70%
Sep 30, 2025	AMG NATIONAL TRUST BANK	0.76%	42.26K	6.59M	1.37K	+3.35%
Sep 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.78%	43.49K	6.78M	-498	-1.13%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.88%	48.82K	7.61M	-102	-0.21%
Sep 30, 2025	FINANCIAL ADVISORY CORP	0.94%	52.43K	8.17M	-377	-0.71%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.04%	57.75K	9M	55.1K	+2,075.96%
Sep 30, 2025	WESTHILL FINANCIAL ADVISORS, INC.	1.06%	58.99K	9.19M	1.8K	+3.15%
Sep 30, 2025	COMMERCE BANK	1.33%	73.96K	11.53M	58.26K	+370.96%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.42%	78.84K	12.29M	-782	-0.98%
Sep 30, 2025	BRAGG FINANCIAL ADVISORS, INC	1.55%	86.28K	13.45M	-2.47K	-2.78%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.69%	94.05K	14.66M	-2.47K	-2.56%
Sep 30, 2025	LPL FINANCIAL LLC	2.28%	126.83K	19.77M	8.84K	+7.50%
Sep 30, 2025	MORGAN STANLEY	3.09%	171.67K	26.76M	21.35K	+14.20%
Jun 30, 2025		0.98%	52.8K	7.34M	-978	-1.82%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	3.46%	186.5K	25.94M	13.72K	+7.94%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.38%	20.7K	2.88M	4.77K	+29.97%
Jun 30, 2025	IVC WEALTH ADVISORS LLC	0.09%	4.98K	692.12K	-2.86K	-36.51%
Jun 30, 2025	BROOKLYN FI, LLC	0.09%	4.81K	668.33K	411	+9.35%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.09%	4.71K	655.04K	-999	-17.50%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	0.09%	4.71K	654.76K	-52	-1.09%
Jun 30, 2025	EQIS CAPITAL MANAGEMENT, INC.	0.09%	4.66K	647.49K	100	+2.20%
Jun 30, 2025	MCLEAN ASSET MANAGEMENT CORP	0.08%	4.3K	620.96K	-1.96K	-31.35%
Jun 30, 2025	1900 WEALTH MANAGEMENT LLC	0.07%	3.95K	548.83K	170	+4.50%
Jun 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.07%	3.78K	525.57K	7	+0.19%
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0.06%	3.48K	483.9K	-15.25K	-81.43%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.06%	3.28K	456K	-64	-1.92%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.06%	3.23K	448.88K	0	0
Jun 30, 2025	IEQ CAPITAL, LLC	0.06%	3.16K	438.97K	0	0
Jun 30, 2025	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.06%	3.1K	430.89K	-350	-10.15%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.06%	3K	417.27K	-387	-11.43%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.05%	2.85K	396K	25	+0.89%
Jun 30, 2025	STORDAHL CAPITAL MANAGEMENT, INC.	0.05%	2.75K	383.05K	43	+1.59%
Jun 30, 2025	COUNTRY CLUB BANK /GFN	0.05%	2.74K	380.61K	0	0
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.05%	2.68K	372.74K	-117	-4.18%
Jun 30, 2025	MORGAN STANLEY	2.79%	150.32K	20.91B	18.17K	+13.75%
Jun 30, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.95%	51.29K	7.13M	-7.6K	-12.91%
Jun 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.82%	43.99K	6.12M	0	0
Jun 30, 2025	AMG NATIONAL TRUST BANK	0.76%	40.89K	5.69M	20.48K	+100.38%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.68%	36.6K	5.09M	436	+1.21%
Jun 30, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.5%	27.1K	3.77M	4.89K	+22.00%
Jun 30, 2025	CIBC WORLD MARKET INC.	0.32%	17.31K	2.41M	-1.35K	-7.23%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.27%	14.44K	2.01M	14.44K	+100.00%
Jun 30, 2025	LBJ FAMILY WEALTH ADVISORS, LTD.	0.23%	12.56K	1.75M	344	+2.82%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.79%	96.52K	13.42M	4.47K	+4.86%
Jun 30, 2025	BRAGG FINANCIAL ADVISORS, INC	1.64%	88.75K	12.34M	3.99K	+4.71%
Jun 30, 2025	WESTHILL FINANCIAL ADVISORS, INC.	1.06%	57.18K	7.95M	78	+0.14%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	1.01%	54.26K	7.55M	107	+0.20%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.91%	48.92K	6.8M	-1.56K	-3.09%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.73%	39.46K	5.49M	12.2K	+44.76%
Jun 30, 2025	COMMERCE BANK	0.29%	15.71K	2.18M	50	+0.32%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	8.96K	1.25M	177	+2.01%
Jun 30, 2025	OPPENHEIMER & CO INC	0.16%	8.52K	1.18M	338	+4.13%
Jun 30, 2025	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.15%	8.1K	1.13M	84	+1.05%
Jun 30, 2025	PHOENIX WEALTH ADVISORS	0.27%	14.82K	2.06M	-2.21K	-12.96%
Jun 30, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.21%	11.29K	1.57M	1.02K	+9.91%
Jun 30, 2025	GIBRALTAR CAPITAL MANAGEMENT, INC.	0.21%	11.25K	1.56M	0	0
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.12%	6.55K	910.61K	177	+2.78%
Jun 30, 2025	SIGMA PLANNING CORP	0.12%	6.26K	870K	-390	-5.87%
Jun 30, 2025	ROUNDVIEW CAPITAL LLC	0.11%	6.08K	845.53K	0	0
Jun 30, 2025	WRENNE FINANCIAL PLANNING LLC	0.11%	6.03K	839.27K	6.03K	+100.00%
Jun 30, 2025	LIDO ADVISORS, LLC	0.1%	5.19K	721.75K	3.63K	+232.63%
Jun 30, 2025	MARINER, LLC	0.09%	5.09K	707.74K	1.49K	+41.53%
Jun 30, 2025	ADVISER INVESTMENTS LLC	0.72%	38.95K	5.42M	2.16K	+5.87%
Jun 30, 2025	NYL INVESTORS LLC	0.15%	7.97K	1.11M	7.97K	+100.00%
Jun 30, 2025	TOBIAS FINANCIAL ADVISORS, INC.	0.14%	7.66K	1.07M	0	0
Jun 30, 2025	JORDAN PARK GROUP LLC	0.15%	8.02K	1.12M	-1.79K	-18.27%
Jun 30, 2025	CITADEL ADVISORS LLC	0.51%	27.5K	3.82B	9.84K	+55.70%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.42%	22.66K	3.15B	-4.08K	-15.25%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	7.17%	386.72K	53.79M	-46.91K	-10.82%
Jun 30, 2025	LPL FINANCIAL LLC	2.19%	117.99K	16.41M	6.42K	+5.75%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.48%	79.62K	11.07M	-5.66K	-6.64%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.66%	35.61K	4.95M	760	+2.18%
Jun 30, 2025	UBS GROUP AG	0.57%	30.51K	4.24M	1.28K	+4.37%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.47%	25.18K	3.5M	149	+0.60%
Jun 30, 2025	JPMORGAN CHASE & CO	0.43%	23.17K	3.22M	-1.5K	-6.08%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.37%	20.18K	2.81M	-165	-0.81%
Jun 30, 2025	BERKSHIRE ASSET MANAGEMENT LLC/PA	0.34%	18.51K	2.57M	72	+0.39%
Jun 30, 2025	FINANCIAL ADVISORY CORP	0.98%	52.8K	7.34M	-978	-1.82%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.34%	18.5K	2.57M	-3.59K	-16.23%
Jun 30, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.32%	17.36K	2.41M	-1.7K	-8.92%
Jun 30, 2025	RODGERS & ASSOCIATES, LTD	0.31%	16.72K	2.33M	70	+0.42%
Jun 30, 2025	BLACKROCK, INC.	0.29%	15.77K	2.19M	15.77K	+100.00%
Jun 30, 2025	ALLEGHENY FINANCIAL GROUP LTD	0.28%	15.12K	2.1M	962	+6.80%
Jun 30, 2025	WEALTH DIMENSIONS GROUP, LTD.	0.28%	14.86K	2.07M	488	+3.40%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.24%	12.85K	1.79M	1	+0.01%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.22%	12.07K	1.68M	1.45K	+13.63%
Jun 30, 2025	FIFTH THIRD SECURITIES, INC.	0.21%	11.14K	1.55M	330	+3.05%
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.19%	10.22K	1.42M	10.22K	+100.00%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.19%	10.19K	1.42M	-2.83K	-21.74%
Jun 30, 2025	ROYAL BANK OF CANADA	0.17%	9.17K	1.28M	-2.29K	-20.01%
Jun 30, 2025	MIDWESTONE FINANCIAL GROUP, INC.	0.15%	8.23K	1.14M	232	+2.90%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	12.85K	1.79M	-11	-0.09%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.46%	26.74K	3.56M	111	+0.42%
Mar 31, 2025	CAROLINAS WEALTH CONSULTING LLC	0.35%	20.01K	2.66M	-731	-3.52%
Mar 31, 2025	WEALTH DIMENSIONS GROUP, LTD.	0.25%	14.37K	1.91M	237	+1.68%
Mar 31, 2025	COMMERCE BANK	0.27%	15.66K	2.08M	899	+6.09%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.28%	15.92K	2.12M	6.2K	+63.72%
Mar 31, 2025	RODGERS & ASSOCIATES, LTD	0.29%	16.65K	2.22M	-50	-0.30%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.59%	92.05K	12.25M	5.46K	+6.30%
Mar 31, 2025	LPL FINANCIAL LLC	1.93%	111.57K	14.85M	5.01K	+4.70%
Mar 31, 2025	MORGAN STANLEY	2.29%	132.16K	17.59M	3.08K	+2.39%
Mar 31, 2025	CIBC WORLD MARKET INC.	0.32%	18.66K	2.48M	7	+0.04%
Mar 31, 2025	ADVISORNET FINANCIAL, INC	0.32%	18.73K	2.49M	141	+0.76%
Mar 31, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.33%	19.06K	2.54M	-500	-2.56%
Mar 31, 2025	RED CEDAR INVESTMENT MANAGEMENT, LLC	0.33%	19.18K	2.55M	73	+0.38%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.63%	36.16K	4.81M	5.95K	+19.69%
Mar 31, 2025	ADVISER INVESTMENTS LLC	0.64%	36.79K	4.9M	761	+2.11%
Mar 31, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.76%	43.99K	5.85M	22.65K	+106.15%
Mar 31, 2025	WESTHILL FINANCIAL ADVISORS, INC.	0.99%	57.11K	7.6M	1.77K	+3.19%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	2.99%	172.78K	23M	9.75K	+5.98%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.35%	20.35K	2.71M	-859	-4.05%
Mar 31, 2025	AMG NATIONAL TRUST BANK	0.35%	20.41K	2.72M	12.88K	+170.96%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.38%	22.09K	2.94M	-3.29K	-12.97%
Mar 31, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.38%	22.22K	2.96M	-729	-3.18%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.42%	24.06K	3.2M	8.63K	+55.92%
Mar 31, 2025	JPMORGAN CHASE & CO	0.43%	24.67K	3.28M	-3.39K	-12.08%
Mar 31, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	1.02%	58.9K	7.84M	-3.55K	-5.68%
Mar 31, 2025	BRAGG FINANCIAL ADVISORS, INC	1.47%	84.76K	11.28M	-42	-0.05%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	12.86K	1.71M	228	+1.80%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.23%	13.03K	1.73M	641	+5.18%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.43%	25.03K	3.33M	0	0
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.48%	85.28K	11.34M	-5.81K	-6.38%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	7.5%	433.64K	57.71M	-19.06K	-4.21%
Mar 31, 2025	JORDAN PARK GROUP LLC	0.17%	9.82K	1.31M	-97	-0.98%
Mar 31, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.18%	10.28K	1.37M	2.19K	+27.04%
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.94%	54.15K	7.21M	-1.05K	-1.90%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.18%	10.62K	1.41M	-233	-2.15%
Mar 31, 2025	FIFTH THIRD SECURITIES, INC.	0.19%	10.81K	1.44M	502	+4.87%
Mar 31, 2025	GIBRALTAR CAPITAL MANAGEMENT, INC.	0.19%	11.25K	1.5M	11.25K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.2%	11.46K	1.53M	161	+1.42%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.21%	12.21K	1.62M	12.16K	+28,288.37%
Mar 31, 2025	LBJ FAMILY WEALTH ADVISORS, LTD.	0.21%	12.21K	1.63M	-264	-2.12%
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	0.22%	12.85K	1.71M	0	0
Mar 31, 2025	UBS GROUP AG	0.51%	29.24K	3.89M	-6.1K	-17.26%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.6%	34.85K	4.64M	388	+1.13%
Mar 31, 2025	ALLEGHENY FINANCIAL GROUP LTD	0.24%	14.15K	1.88M	8.43K	+147.40%
Mar 31, 2025	PHOENIX WEALTH ADVISORS	0.29%	17.03K	2.27M	-3.68K	-17.79%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.47%	27K	3.59M	2.8K	+11.57%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.47%	27.26K	3.63M	4.58K	+20.19%
Mar 31, 2025	SAVANT CAPITAL, LLC	0.87%	50.48K	6.72M	-538	-1.05%
Mar 31, 2025		0.93%	53.78K	7.16M	-3.05K	-5.37%
Mar 31, 2025	CITADEL ADVISORS LLC	0.31%	17.66K	2.35M	17.66K	+100.00%
Mar 31, 2025	BERKSHIRE ASSET MANAGEMENT LLC/PA	0.32%	18.44K	2.42M	2.19K	+13.47%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	6.74K	942.67K	6.74K	+100.00%
Mar 31, 2024	WESTHILL FINANCIAL ADVISORS, INC.	0.84%	53.25K	7.45M	2.17K	+4.24%
Mar 31, 2024	SAVANT CAPITAL, LLC	0.85%	53.32K	7.46M	-248	-0.46%
Mar 31, 2024	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.89%	56.18K	7.86M	424	+0.76%
Mar 31, 2024	LPL FINANCIAL LLC	1.16%	81.81K	11.44M	2.18K	+2.74%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.21%	76.45K	10.69M	10.71K	+16.29%
Mar 31, 2024	BRAGG FINANCIAL ADVISORS, INC	1.41%	88.81K	12.42M	-471	-0.53%
Mar 31, 2024	CRESTONE ASSET MANAGEMENT LLC	2.38%	149.81K	20.95M	23.86K	+18.95%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	8.97K	1.26M	-237	-2.57%
Mar 31, 2024	PLANCORP, LLC	0.13%	8.25K	1.15M	-197	-2.33%
Mar 31, 2024	ROYAL BANK OF CANADA	0.14%	9.64K	1.35M	-8.77K	-47.63%
Mar 31, 2024	IVC WEALTH ADVISORS LLC	0.14%	8.71K	1.22M	-292	-3.24%
Mar 31, 2024	COMMERCE BANK	0.14%	8.84K	1.24M	-1.52K	-14.67%
Mar 31, 2024	SAGEVIEW ADVISORY GROUP, LLC	0.15%	9.47K	732.38K	9.47K	+100.00%
Mar 31, 2024	LBJ FAMILY WEALTH ADVISORS, LTD.	0.17%	10.72K	1.5M	192	+1.82%
Mar 31, 2024	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.17%	10.96K	1.53M	-5	-0.05%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.17%	12.25K	1.71M	43	+0.35%
Mar 31, 2024	CENTERED WEALTH LLC DBA MILLER EQUITY CAPITAL ADVISORS	0.18%	11.25K	1.57M	0	0
Mar 31, 2024	FIFTH THIRD SECURITIES, INC.	0.18%	11.4K	1.59M	-102	-0.89%
Mar 31, 2024	GTS SECURITIES LLC	0.19%	12.12K	1.7M	12.12K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.2%	13.95K	1.95M	920	+7.06%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.21%	13.14K	1.84M	-772	-5.55%
Mar 31, 2024	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.21%	13.34K	1.86M	-8.36K	-38.53%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	13.35K	1.87M	13.35K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.22%	15.51K	2.17M	705	+4.76%
Mar 31, 2024	ADVISORNET FINANCIAL, INC	0.23%	14.36K	2.01M	1.96K	+15.76%
Mar 31, 2024	WEALTH DIMENSIONS GROUP, LTD.	0.23%	14.37K	2.01M	-132	-0.91%
Mar 31, 2024	PHOENIX WEALTH ADVISORS	0.25%	16K	2.24M	1.89K	+13.39%
Mar 31, 2024	CIBC WORLD MARKET INC.	0.27%	17.31K	2.42M	31	+0.18%
Mar 31, 2024	RODGERS & ASSOCIATES, LTD	0.28%	17.79K	2.49M	-60	-0.34%
Mar 31, 2024	BERKSHIRE ASSET MANAGEMENT LLC/PA	0.31%	19.47K	2.72M	4.71K	+31.93%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.34%	23.9K	3.34M	-10.16K	-29.84%
Mar 31, 2024	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.34%	21.66K	3.03M	-550	-2.48%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.34%	24.2K	3.38M	24.2K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.35%	21.94K	3.07M	2.59K	+13.37%
Mar 31, 2024	CAROLINAS WEALTH CONSULTING LLC	0.36%	22.41K	3.13M	697	+3.21%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.36%	25.21K	3.52M	-2.45K	-8.85%
Mar 31, 2024	JMAC ENTERPRISES LLC	0.36%	22.77K	3.18M	915	+4.19%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.4%	25.28K	3.54M	0	0
Mar 31, 2024	JPMORGAN CHASE & CO	0.8%	56.3K	7.87M	-9.84K	-14.88%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.15%	9.68K	1.35M	62	+0.64%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.54%	38.03K	5.32M	-924	-2.37%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.56%	35.24K	4.93M	-344	-0.97%
Mar 31, 2024	UBS GROUP AG	0.57%	40.43K	5.65M	-1.6K	-3.81%
Mar 31, 2024	RED CEDAR INVESTMENT MANAGEMENT, LLC	0.6%	37.62K	5.26M	-651	-1.70%
Mar 31, 2024	ADVISER INVESTMENTS LLC	0.6%	38.04K	5.32M	304	+0.81%
Mar 31, 2024	ROUNDVIEW CAPITAL LLC	0.09%	6.18K	863.95K	0	0
Mar 31, 2024	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.09%	6.34K	885.98K	-90	-1.40%
Mar 31, 2024	SIGMA PLANNING CORP	0.09%	6.53K	912.98K	6.53K	+100.00%
Mar 31, 2024	TOPEL & DISTASI WEALTH MANAGEMENT, LLC	0.1%	7.16K	1M	0	0
Mar 31, 2024	PETIX & BOTTE CO	0.1%	7.16K	1M	7.16K	+100.00%
Mar 31, 2024	MIRACLE MILE ADVISORS, LLC	0.1%	7.2K	1.01M	-1.63K	-18.42%
Mar 31, 2024	1900 WEALTH MANAGEMENT LLC	0.11%	7.5K	1.05M	-2.52K	-25.12%
Mar 31, 2024	TOBIAS FINANCIAL ADVISORS, INC.	0.11%	7.66K	1.07M	0	0
Mar 31, 2024	PARKSIDE FINANCIAL BANK & TRUST	0.11%	7.66K	1.07M	520	+7.28%
Mar 31, 2024	FLOW TRADERS U.S. LLC	0.19%	11.75K	1.64M	11.75K	+100.00%
Mar 31, 2024	VIRTUE CAPITAL MANAGEMENT, LLC	0.98%	61.99K	8.25M	-25.18K	-28.88%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	2.09%	147.23K	20.58M	-21.13K	-12.55%
Mar 31, 2024	MORGAN STANLEY	4.01%	282.09K	39.44M	-34.62K	-10.93%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	6.82%	480.47K	67.18M	-1.63K	-0.34%
Dec 31, 2023	MORGAN STANLEY	4.36%	316.71K	43.26M	31.68K	+11.11%
Dec 31, 2023	PLANCORP, LLC	0.12%	8.45K	1.15M	0	0
Dec 31, 2023	MIRACLE MILE ADVISORS, LLC	0.12%	8.82K	1.2M	-8.25K	-48.34%
Dec 31, 2023	IVC WEALTH ADVISORS LLC	0.12%	9.01K	1.23M	-7.98K	-46.98%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	9.21K	1.26M	-304	-3.20%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.13%	9.62K	1.31M	-17.28K	-64.25%
Dec 31, 2023	1900 WEALTH MANAGEMENT LLC	0.14%	10.02K	1.37M	-10.05K	-50.07%
Dec 31, 2023	COMMERCE BANK	0.14%	10.36K	1.41M	-21.68K	-67.66%
Dec 31, 2023	LBJ FAMILY WEALTH ADVISORS, LTD.	0.15%	10.53K	1.44M	59	+0.56%
Dec 31, 2023	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.15%	10.96K	1.5M	3.29K	+42.89%
Dec 31, 2023	CENTERED WEALTH LLC DBA MILLER EQUITY CAPITAL ADVISORS	0.15%	11.25K	1.54M	0	0
Dec 31, 2023	FIFTH THIRD SECURITIES, INC.	0.16%	11.5K	1.57M	51	+0.45%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.17%	12.21K	1.67M	3.92K	+47.24%
Dec 31, 2023	ADVISORNET FINANCIAL, INC	0.17%	12.4K	1.69M	7.44K	+149.73%
Dec 31, 2023	CARL STUART INVESTMENT ADVISOR, INC	0.18%	13K	1.78M	13K	+100.00%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.18%	13.03K	1.78M	-157	-1.19%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.19%	13.91K	1.9M	-220	-1.56%
Dec 31, 2023	PHOENIX WEALTH ADVISORS	0.19%	14.11K	1.92M	1.64K	+13.19%
Dec 31, 2023	WEALTH DIMENSIONS GROUP, LTD.	0.2%	14.5K	1.98M	-868	-5.65%
Dec 31, 2023	BERKSHIRE ASSET MANAGEMENT LLC/PA	0.2%	14.76K	2.02M	0	0
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.2%	14.81K	2.02M	276	+1.90%
Dec 31, 2023	CIBC WORLD MARKET INC.	0.24%	17.28K	2.36M	0	0
Dec 31, 2023	RODGERS & ASSOCIATES, LTD	0.25%	17.85K	2.44M	960	+5.69%
Dec 31, 2023	ROYAL BANK OF CANADA	0.25%	18.41K	2.51M	5.56K	+43.25%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.27%	19.35K	2.64M	3.8K	+24.41%
Dec 31, 2023	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.3%	21.7K	2.96M	-1.14K	-4.98%
Dec 31, 2023	CAROLINAS WEALTH CONSULTING LLC	0.3%	21.72K	2.97M	1.01K	+4.85%
Dec 31, 2023	JMAC ENTERPRISES LLC	0.3%	21.86K	2.98M	-24	-0.11%
Dec 31, 2023		0.19%	14.15K	1.93M	-2.7K	-16.04%
Dec 31, 2023	BARTLETT & CO. LLC	0.31%	22.21K	3.09M	0	0
Dec 31, 2023	FRANKLIN RESOURCES INC	0.35%	25.28K	3.45M	-60	-0.24%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.38%	27.66K	3.78M	2.47K	+9.82%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.47%	34.07K	4.65M	-1.03K	-2.94%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.49%	35.58K	4.86M	-207	-0.58%
Dec 31, 2023	ADVISER INVESTMENTS LLC	0.52%	37.73K	5.15M	37.73K	+100.00%
Dec 31, 2023	RED CEDAR INVESTMENT MANAGEMENT, LLC	0.53%	38.28K	5.23M	230	+0.60%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.54%	38.96K	5.32M	-10.1K	-20.58%
Dec 31, 2023	UBS GROUP AG	0.58%	42.03K	5.74M	-5.38K	-11.36%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	6.64%	482.11K	65.85M	34.68K	+7.75%
Dec 31, 2023	WESTHILL FINANCIAL ADVISORS, INC.	0.7%	51.09K	6.98M	709	+1.41%
Dec 31, 2023	SAVANT CAPITAL, LLC	0.74%	53.57K	7.32M	-9.57K	-15.16%
Dec 31, 2023	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.77%	55.76K	7.62M	-60	-0.11%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.91%	65.74K	8.98M	1.57K	+2.44%
Dec 31, 2023	JPMORGAN CHASE & CO	0.91%	66.15K	9.03M	22.42K	+51.26%
Dec 31, 2023	LPL FINANCIAL LLC	1.1%	79.63K	10.88M	946	+1.20%
Dec 31, 2023	VIRTUE CAPITAL MANAGEMENT, LLC	1.2%	87.16K	11.5M	19.01K	+27.88%
Dec 31, 2023	BRAGG FINANCIAL ADVISORS, INC	1.23%	89.28K	12.19M	-1.61K	-1.77%
Dec 31, 2023	CRESTONE ASSET MANAGEMENT LLC	1.73%	125.94K	17.2M	12.8K	+11.31%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	2.32%	168.36K	23.01M	-22.42K	-11.75%

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