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

Who are the major shareholders selling Avantis U.S. Large Cap Value ETF stock?

CERITY PARTNERS LLC, in the last quarter, reduced its stake in AVLV by -3.66% restricting it's holding to 2.73 million shares of worth nearly $248.66M. ENVESTNET ASSET MANAGEMENT INC also lessened -3.56% of the AVLV shares from its portfolio, reducing its holding to 9.78 million shares of worth $891.82M. also shunned AVLV shares holding by -2.81% last quarter which brought its holding to 1.95 million shares worth $177.52M.

Investors who are buying AVLV stock?

As per its latest 13F filing, COMMONWEALTH EQUITY SERVICES, LLC increased its stake in AVLV by 5.73% in the last quarter. The institutional holder raised its holding to 1.05 million shares having worth more than $95.33M. COLONY GROUP, LLC also added 9.18% more shares of AVLV to its portfolio, raising its holding to 2.73 million shares of worth $249.44M. BANK OF AMERICA CORP /DE/ also increased its AVLV shares holding by 48.71% which brought its holding to 1.59 million shares worth $145.24M.

AVLV's major insiders: who are they?

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

Did an insider recently sell AVLV stock?

Company executives, directors, and other insiders own N/A percent of Avantis U.S. Large Cap Value ETF's stock. Within the last six months, there have been 0 transaction(s) in which AVLV insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased AVLV stock?

There have been 0 transaction(s) during the past 6-months in which Avantis U.S. Large Cap Value ETF insiders have bought stock, totalling 0 shares

How much of AVLV does insiders own?

Around 0 Avantis U.S. Large Cap Value ETF shares are held by insiders, which represents about N/A of AVLV stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in AVLV?

COMMONWEALTH EQUITY SERVICES, LLC is the largest institutional owner in AVLV which holds 1.05 million shares worth $95.33M or 0.74% of the total AVLV shares outstanding followed by COLONY GROUP, LLC with ownership of 2.73 million shares representing 1.93% of the AVLV ownership. CERITY PARTNERS LLC is the third largest stakeholder with 2.73 million shares or 1.93% of the ownership worth more than $248.66M.

Is Avantis U.S. Large Cap 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 AVLV is concerned, it is a stock which is optionable.

Is there a short position on AVLV's shares?

Number of AVLV 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 AVLV shares are there?

As of today, null shares of AVLV are outstanding.

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

AVLV 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 AVLV is null.

Avantis US Large Cap Value ETF (AVLV) 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. COMMONWEALTH EQUITY SERVICES, LLC is the top corporate investor, holding 1.05M shares valued at $95.33M. A 0.74% stake in Avantis U.S. Large Cap Value ETF is owned by the company. COLONY GROUP, LLC owns 2.73M shares valued at $249.44M, which translates its holding of 1.93% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.74%	1.05M	95.33M	56.66K	+5.73%
Jun 30, 2026	COLONY GROUP, LLC	1.93%	2.73M	249.44M	230.02K	+9.18%
Jun 30, 2026	CERITY PARTNERS LLC	1.93%	2.73M	248.66M	-103.47K	-3.66%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.12%	1.59M	145.24M	521.59K	+48.71%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.03%	1.45M	132.64M	254.49K	+21.21%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	6.91%	9.78M	891.82M	-361.29K	-3.56%
Jun 30, 2026	FALCON WEALTH PLANNING	1.47%	2.08M	189.5M	107.07K	+5.43%
Jun 30, 2026		1.37%	1.95M	177.52M	-56.23K	-2.81%
Jun 30, 2026	SAVANT CAPITAL, LLC	1.04%	1.48M	134.83M	-34.92K	-2.31%
Jun 30, 2026	FMR LLC	0.99%	1.4M	127.47M	134.77K	+10.67%
Jun 30, 2026	TCG ADVISORY SERVICES, LLC	0.85%	1.21M	109.97M	75.38K	+6.67%
Jun 30, 2026	WEALTH MANAGEMENT NEBRASKA	0.73%	1.04M	94.89M	102.65K	+10.95%
Jun 30, 2026	UBS GROUP AG	0.37%	529.81K	48.32M	15.43K	+3.00%
Jun 30, 2026	WATERLOO CAPITAL, L.P.	0.36%	502.91K	45.87M	502.91K	+100.00%
Jun 30, 2026	OPUS CAPITAL GROUP, LLC	0.35%	502.05K	45.79M	4.49K	+0.90%
Jun 30, 2026	VISIONARY WEALTH ADVISORS	0.35%	494.42K	45.1M	24.35K	+5.18%
Jun 30, 2026	LEGACY FINANCIAL STRATEGIES, LLC	0.34%	487.18K	44.44M	5.32K	+1.10%
Jun 30, 2026	MASON STREET ADVISORS, LLC	0.34%	474.82K	43.31M	474.82K	+100.00%
Jun 30, 2026	ARMSTRONG, FLEMING & MOORE, INC	0.32%	448.58K	40.91M	448.58K	+100.00%
Jun 30, 2026	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.31%	444.52K	40.54M	-224.78K	-33.58%
Jun 30, 2026	APRIO WEALTH MANAGEMENT, LLC	0.3%	421.37K	38.43M	-12.43K	-2.87%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.3%	417.73K	38.1M	417.73K	+100.00%
Jun 30, 2026	ALESCO ADVISORS LLC	0.88%	1.24M	113.31M	-49.38K	-3.82%
Jun 30, 2026	BRIDGEWATER ADVISORS INC.	0.85%	1.21M	112.46M	18.92K	+1.59%
Jun 30, 2026	MORGAN STANLEY	0.81%	1.14M	103.98M	-83.74K	-6.84%
Jun 30, 2026	CANNON FINANCIAL STRATEGISTS, INC.	0.8%	1.13M	103.1M	228	+0.02%
Jun 30, 2026	WAVERLY ADVISORS, LLC	1.24%	1.75M	160.05M	88.67K	+5.32%
Jun 30, 2026	MOISAND FITZGERALD TAMAYO, LLC	0.96%	1.36M	123.74M	-1.88K	-0.14%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.66%	933.12K	85.16M	41.66K	+4.67%
Jun 30, 2026	B&D WHITE CAPITAL COMPANY, LLC	0.64%	903.71K	82.43M	83.6K	+10.19%
Jun 30, 2026	ESL TRUST SERVICES, LLC	0.6%	843.69K	76.95M	1.06K	+0.13%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.5%	706.03K	64.4M	-4.28K	-0.60%
Jun 30, 2026	NIXON PEABODY TRUST CO	0.72%	1.02M	93.47M	-7.07K	-0.69%
Jun 30, 2026	VOISARD ASSET MANAGEMENT GROUP, INC.	0.45%	636.18K	58.03M	-100	-0.02%
Jun 30, 2026	PETERSEN HASTINGS WEALTH ADVISORS INC.	1.37%	1.95M	177.52M	-56.23K	-2.81%
Jun 30, 2026	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.94%	1.33M	121.06M	-15.17K	-1.13%
Jun 30, 2026	PURE FINANCIAL ADVISORS, LLC	0.98%	1.38M	126.14M	-65.09K	-4.49%
Jun 30, 2026	FAS WEALTH PARTNERS, INC.	0.52%	736.03K	67.13M	53.85K	+7.89%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.59%	838.3K	76.46M	838.3K	+100.00%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.49%	700.39K	63.88M	4.19K	+0.60%
Jun 30, 2026	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	0.48%	676.88K	61.74M	44.09K	+6.97%
Jun 30, 2026	JPMORGAN CHASE & CO	0.47%	660.8K	60.27M	47.5K	+7.75%
Jun 30, 2026	BENJAMIN EDWARDS INC	0.46%	651.7K	59.44M	3.75K	+0.58%
Jun 30, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	0.45%	634.09K	57.84M	-14.58K	-2.25%
Jun 30, 2026	GLENVIEW TRUST CO	0.53%	756.07K	68.96M	55.98K	+8.00%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.47%	667.15K	60.85M	-16.62K	-2.43%
Jun 30, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.45%	642.72K	58.62M	295.95K	+85.34%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.55%	775.3K	70.71M	225.64K	+41.05%
Jun 30, 2026	MCMILL WEALTH MANAGEMENT	18.79%	26.61M	291.74M	26.32M	+9,082.52%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	6.52%	9.23M	843.14M	1.53M	+19.82%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	3.26%	4.62M	423.18M	753.11K	+19.47%
Jun 30, 2026	AMERICAN CENTURY COMPANIES INC	2.55%	3.61M	329.15M	748.35K	+26.16%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	22.86%	32.37M	2.95B	29.97M	+1,247.95%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.51%	722.78K	65.93M	100.7K	+16.19%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.41%	580.57K	52.95M	685	+0.12%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.4%	568.94K	51.89M	20.29K	+3.70%
Jun 30, 2026	JRM INVESTMENT COUNSEL, LLC	0.38%	541.73K	49.41M	9.56K	+1.80%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	13.21%	18.7M	1.71B	5.48M	+41.45%
Jun 30, 2026	LPL FINANCIAL LLC	2.83%	4.01M	365.31M	908.75K	+29.35%
Jun 30, 2026	APOLLON WEALTH MANAGEMENT, LLC	1.12%	1.59M	145.26M	323.23K	+25.46%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.76%	1.08M	98.16M	505.61K	+88.62%
Mar 31, 2026	NIXON PEABODY TRUST CO	0.73%	1.03M	83.18M	25.5K	+2.53%
Mar 31, 2026	CERITY PARTNERS LLC	2%	2.83M	228.11M	318.25K	+12.67%
Mar 31, 2026	AMERICAN CENTURY COMPANIES INC	2.02%	2.86M	230.58M	458.94K	+19.11%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	3.09%	3.87M	311.74M	-74.4K	-1.89%
Mar 31, 2026	JRM INVESTMENT COUNSEL, LLC	0.38%	532.17K	42.9M	33.1K	+6.63%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.39%	548.65K	44.23M	22.84K	+4.34%
Mar 31, 2026	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.47%	669.29K	53.95M	-9.73K	-1.43%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.48%	683.78K	55.12M	-20.41K	-2.90%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.49%	696.21K	56.12M	-59.93K	-7.93%
Mar 31, 2026	GLENVIEW TRUST CO	0.49%	700.09K	56.43M	52.94K	+8.18%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.5%	710.31K	57.26M	-6.15K	-0.86%
Mar 31, 2026	B&D WHITE CAPITAL COMPANY, LLC	0.58%	820.11K	66.11M	345.82K	+72.91%
Mar 31, 2026	PURE FINANCIAL ADVISORS, LLC	1.02%	1.45M	116.73M	-43.07K	-2.89%
Mar 31, 2026	SAVANT CAPITAL, LLC	1.07%	1.51M	121.97M	-115.72K	-7.10%
Mar 31, 2026	FALCON WEALTH PLANNING	1.39%	1.97M	158.85M	166.55K	+9.23%
Mar 31, 2026	UBS GROUP AG	0.41%	514.38K	41.46M	-33.72K	-6.15%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.39%	549.66K	44.31M	549.66K	+100.00%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.4%	570.54K	46M	-77.74K	-11.99%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.41%	579.88K	46.95M	-89.08K	-13.32%
Mar 31, 2026	JPMORGAN CHASE & CO	0.43%	613.3K	48.34M	63.88K	+11.63%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.44%	622.09K	50.15M	93.5K	+17.69%
Mar 31, 2026	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	0.45%	632.79K	51M	26.18K	+4.32%
Mar 31, 2026		1.41%	2M	161.42M	29.53K	+1.50%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.7%	2.4M	193.57M	365.39K	+17.95%
Mar 31, 2026	LPL FINANCIAL LLC	2.19%	3.1M	249.6M	487.93K	+18.71%
Mar 31, 2026	FAS WEALTH PARTNERS, INC.	0.48%	682.18K	54.99M	1.33K	+0.20%
Mar 31, 2026	VOISARD ASSET MANAGEMENT GROUP, INC.	0.45%	636.28K	51.29M	15.21K	+2.45%
Mar 31, 2026	WEALTH MANAGEMENT NEBRASKA	0.66%	937.71K	75.59M	71.67K	+8.28%
Mar 31, 2026	CANNON FINANCIAL STRATEGISTS, INC.	0.8%	1.13M	91.1M	46.39K	+4.28%
Mar 31, 2026	SYMMETRY PARTNERS, LLC	0.27%	332.23K	26.78M	27.91K	+9.17%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.28%	346.78K	27.94M	14.07K	+4.23%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.28%	346.99K	29.74M	6.98K	+2.05%
Mar 31, 2026	LEADING EDGE FINANCIAL PLANNING LLC	0.28%	347.36K	28M	26.4K	+8.23%
Mar 31, 2026	SHOREHAVEN WEALTH PARTNERS, LLC	0.28%	349.85K	28.2M	31.8K	+10.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.31%	381.41K	30.75M	-14.69K	-3.71%
Mar 31, 2026	N.E.W. ADVISORY SERVICES LLC	0.31%	390.67K	31.49M	381.02K	+3,948.41%
Mar 31, 2026	APRIO WEALTH MANAGEMENT, LLC	0.35%	433.8K	34.97M	38.71K	+9.80%
Mar 31, 2026	VISIONARY WEALTH ADVISORS	0.38%	470.07K	37.89M	-886	-0.19%
Mar 31, 2026	LEGACY FINANCIAL STRATEGIES, LLC	0.39%	481.85K	38.84M	11.16K	+2.37%
Mar 31, 2026	ESL TRUST SERVICES, LLC	0.6%	842.63K	67.92M	21.2K	+2.58%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.7%	988.48K	79.68M	19.7K	+2.03%
Mar 31, 2026	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.95%	1.34M	108.22M	13.15K	+0.99%
Mar 31, 2026	MOISAND FITZGERALD TAMAYO, LLC	0.96%	1.36M	109.51M	219.61K	+19.28%
Mar 31, 2026	ALESCO ADVISORS LLC	0.91%	1.29M	104.13M	-33.62K	-2.54%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.82%	1.16M	93.8M	-108.33K	-8.52%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.76%	1.07M	86.31M	-230.21K	-17.70%
Mar 31, 2026	MORGAN STANLEY	0.86%	1.22M	98.64M	64.34K	+5.55%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.63%	891.46K	72.46M	49.14K	+5.83%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.46%	647.96K	52.23M	647.96K	+100.00%
Mar 31, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	0.46%	648.67K	52.29M	8.9K	+1.39%
Mar 31, 2026	TCG ADVISORY SERVICES, LLC	0.8%	1.13M	91.12M	48.48K	+4.48%
Mar 31, 2026	FMR LLC	0.89%	1.26M	101.79M	304.36K	+31.76%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.9%	1.27M	102.32M	-51.75K	-3.92%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5.44%	7.7M	621.19M	-2.68M	-25.79%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	7.16%	10.14M	817.33M	-737.46K	-6.78%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	9.34%	13.22M	1.07B	-530.64K	-3.86%
Mar 31, 2026	FIFTH THIRD BANCORP	0.9%	1.27M	102.61M	1.17M	+1,180.54%
Mar 31, 2026	BRIDGEWATER ADVISORS INC.	0.84%	1.19M	104.97M	38.59K	+3.35%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.85%	1.2M	96.71M	-41.7K	-3.36%
Mar 31, 2026	OPUS CAPITAL GROUP, LLC	0.4%	497.56K	40.11M	5.13K	+1.04%
Mar 31, 2026	WAVERLY ADVISORS, LLC	1.18%	1.67M	134.3M	130.75K	+8.52%
Mar 31, 2026	COLONY GROUP, LLC	1.77%	2.5M	202.29M	294.56K	+13.33%
Dec 31, 2025	ROYAL BANK OF CANADA	0.27%	324.39K	24.58M	-1.2K	-0.37%
Dec 31, 2025	SYMMETRY PARTNERS, LLC	0.27%	304.32K	23.06M	59.38K	+24.24%
Dec 31, 2025	SAVANT CAPITAL, LLC	1.37%	1.63M	123.42M	-166.92K	-9.29%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.31%	340.01K	27.07M	312	+0.09%
Dec 31, 2025	AUSTIN WEALTH MANAGEMENT, LLC	0.32%	349.1K	27.38M	17.93K	+5.41%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.33%	396.1K	30.01M	46.6K	+13.33%
Dec 31, 2025	PACIFIC LIFE FUND ADVISORS LLC	0.33%	370.28K	28.06M	-20.28K	-5.19%
Dec 31, 2025	APRIO WEALTH MANAGEMENT, LLC	0.36%	395.1K	29.94M	395.1K	+100.00%
Dec 31, 2025	VERUS FINANCIAL PARTNERS, INC.	0.37%	410.6K	32.77M	-18.92K	-4.41%
Dec 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.54%	639.77K	48.48M	21.14K	+3.42%
Dec 31, 2025	GLENVIEW TRUST CO	0.54%	647.16K	49.04M	45.08K	+7.49%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.54%	648.28K	49.12M	648.28K	+100.00%
Dec 31, 2025	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	0.55%	606.6K	45.96M	37.5K	+6.59%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.28%	332.7K	25.21M	-1.16M	-77.75%
Dec 31, 2025	LEADING EDGE FINANCIAL PLANNING LLC	0.29%	320.96K	24.32M	28.73K	+9.83%
Dec 31, 2025	PURE FINANCIAL ADVISORS, LLC	1.35%	1.49M	112.98M	-6.33K	-0.42%
Dec 31, 2025		1.66%	1.97M	149.49M	1.97M	+100.00%
Dec 31, 2025	FALCON WEALTH PLANNING	1.63%	1.8M	136.69M	58.21K	+3.33%
Dec 31, 2025	CERITY PARTNERS LLC	2.11%	2.51M	190.3M	239.69K	+10.55%
Dec 31, 2025	LEGACY FINANCIAL STRATEGIES, LLC	0.43%	470.69K	35.66M	35.84K	+8.24%
Dec 31, 2025	TCG ADVISORY SERVICES, LLC	0.9%	1.08M	81.97M	1.08M	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.96%	1.16M	87.85M	32.09K	+2.85%
Dec 31, 2025	CANNON FINANCIAL STRATEGISTS, INC.	0.98%	1.08M	82.11M	-1.13K	-0.10%
Dec 31, 2025	MOISAND FITZGERALD TAMAYO, LLC	1.03%	1.14M	86.3M	47.12K	+4.32%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.03%	1.24M	94.07M	-77.09K	-5.85%
Dec 31, 2025	BRIDGEWATER ADVISORS INC.	1.04%	1.15M	91.72M	49.93K	+4.54%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.71%	2.04M	154.26M	70.5K	+3.59%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	3.28%	3.94M	298.35M	373.77K	+10.48%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	1.15%	1.27M	96.38M	-266.67K	-17.33%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.56%	668.96K	50.69M	438.27K	+189.97%
Dec 31, 2025	VOISARD ASSET MANAGEMENT GROUP, INC.	0.56%	621.07K	47.06M	19.01K	+3.16%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.65%	716.46K	54.29M	-10.2K	-1.40%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.68%	756.14K	57.74M	257.54K	+51.65%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.81%	968.78K	73.4M	-132.77K	-12.05%
Dec 31, 2025	COLONY GROUP, LLC	1.84%	2.21M	167.47M	134.02K	+6.46%
Dec 31, 2025	JRM INVESTMENT COUNSEL, LLC	0.42%	499.07K	37.81M	11.71K	+2.40%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.44%	525.81K	39.84M	25.95K	+5.19%
Dec 31, 2025	FAS WEALTH PARTNERS, INC.	0.57%	680.85K	51.59M	16.52K	+2.49%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.64%	704.18K	53.36M	577.02K	+453.77%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.7%	842.33K	63.87M	63.45K	+8.15%
Dec 31, 2025	FMR LLC	0.8%	958.42K	72.62M	257.01K	+36.64%
Dec 31, 2025	NIXON PEABODY TRUST CO	0.84%	1.01M	76.25M	16.88K	+1.71%
Dec 31, 2025	VISIONARY WEALTH ADVISORS	0.39%	470.96K	35.68M	-6K	-1.26%
Dec 31, 2025	B&D WHITE CAPITAL COMPANY, LLC	0.39%	474.29K	35.94M	367.4K	+343.71%
Dec 31, 2025	UBS GROUP AG	0.46%	548.09K	41.53M	59.71K	+12.23%
Dec 31, 2025	OPUS CAPITAL GROUP, LLC	0.44%	492.43K	37.31M	4.68K	+0.96%
Dec 31, 2025	JPMORGAN CHASE & CO	0.45%	549.42K	41.63M	80.41K	+17.14%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.44%	528.59K	40.05M	-249.38K	-32.06%
Dec 31, 2025	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	1.2%	1.33M	100.72M	42.46K	+3.30%
Dec 31, 2025	WEALTH MANAGEMENT NEBRASKA	0.78%	866.04K	65.62M	96.83K	+12.59%
Dec 31, 2025	ESL TRUST SERVICES, LLC	0.69%	821.43K	62.24M	765.63K	+1,372.15%
Dec 31, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.61%	679.02K	51.45M	-13.3K	-1.92%
Dec 31, 2025	SHOREHAVEN WEALTH PARTNERS, LLC	0.27%	318.04K	24.1M	48.15K	+17.84%
Dec 31, 2025	WAVERLY ADVISORS, LLC	1.28%	1.54M	116.33M	90.4K	+6.26%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	11.44%	13.75M	1.04B	-317.98K	-2.26%
Dec 31, 2025	ALESCO ADVISORS LLC	1.2%	1.33M	100.42M	2.46K	+0.19%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	1.19%	1.32M	100.1M	11.79K	+0.90%
Dec 31, 2025	COMERICA BANK	1.17%	1.29M	97.88M	-266.8K	-17.12%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.08%	1.3M	98.57M	-101.68K	-7.25%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	2%	2.4M	181.96M	270.6K	+12.70%
Dec 31, 2025	LPL FINANCIAL LLC	2.19%	2.61M	197.64M	31.27K	+1.21%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	9.05%	10.88M	824.13M	-26.43K	-0.24%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	9.37%	10.38M	815.35M	354.96K	+3.54%
Sep 30, 2025	COLONY GROUP, LLC	1.8%	2.08M	150.02M	37.57K	+1.84%
Sep 30, 2025	OPUS CAPITAL GROUP, LLC	0.42%	487.75K	35.25M	-117	-0.02%
Sep 30, 2025	VISIONARY WEALTH ADVISORS	0.41%	476.95K	34.46M	1.61K	+0.34%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.43%	498.6K	36.03M	484.13K	+3,345.75%
Sep 30, 2025	UBS GROUP AG	0.42%	488.38K	35.29M	-1.99K	-0.41%
Sep 30, 2025	JPMORGAN CHASE & CO	0.41%	469.01K	33.89M	45.07K	+10.63%
Sep 30, 2025	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	1.12%	1.29M	92.99M	89.88K	+7.51%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.96%	1.1M	79.6M	139.3K	+14.48%
Sep 30, 2025	JRM INVESTMENT COUNSEL, LLC	0.42%	487.35K	35.22M	2.13K	+0.44%
Sep 30, 2025	STRATEGIC BLUEPRINT, LLC	0.31%	358.86K	25.93M	3.97K	+1.12%
Sep 30, 2025	WILLOW CREEK WEALTH MANAGEMENT INC.	0.39%	444.59K	32.13M	26.48K	+6.33%
Sep 30, 2025	LEGACY FINANCIAL STRATEGIES, LLC	0.38%	434.86K	31.42M	-65.93K	-13.16%
Sep 30, 2025	VERUS FINANCIAL PARTNERS, INC.	0.37%	429.52K	31.04M	12.63K	+3.03%
Sep 30, 2025	PACIFIC LIFE FUND ADVISORS LLC	0.34%	390.56K	28.22M	-30.1K	-7.16%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.29%	339.7K	24.81M	15.94K	+4.92%
Sep 30, 2025	AUSTIN WEALTH MANAGEMENT, LLC	0.29%	331.17K	23.85M	19.21K	+6.16%
Sep 30, 2025	LEADING EDGE FINANCIAL PLANNING LLC	0.25%	292.23K	21.12M	16.39K	+5.94%
Sep 30, 2025	MCILRATH & ECK, LLC	0.24%	276.61K	19.99M	-7.13K	-2.51%
Sep 30, 2025	SHOREHAVEN WEALTH PARTNERS, LLC	0.23%	269.9K	19.5M	19.95K	+7.98%
Sep 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.22%	259.37K	18.74M	5.58K	+2.20%
Sep 30, 2025	AIRE ADVISORS, LLC	0.22%	258.18K	18.66M	4.18K	+1.65%
Sep 30, 2025	MCMILL WEALTH MANAGEMENT	0.22%	254.98K	18.42M	66.71K	+35.43%
Sep 30, 2025	THREE CORD TRUE WEALTH MANAGEMENT, LLC	0.22%	253.15K	18.29M	5.69K	+2.30%
Sep 30, 2025	APELLA CAPITAL, LLC	0.22%	250.05K	17.81M	48.26K	+23.92%
Sep 30, 2025	CANNON FINANCIAL STRATEGISTS, INC.	0.94%	1.08M	78.39M	35.49K	+3.38%
Sep 30, 2025	NIXON PEABODY TRUST CO	0.86%	989.45K	71.5M	-45.16K	-4.36%
Sep 30, 2025	BRIDGEWATER ADVISORS INC.	0.95%	1.1M	79.45M	26.1K	+2.43%
Sep 30, 2025	MOISAND FITZGERALD TAMAYO, LLC	0.95%	1.09M	78.9M	65.26K	+6.36%
Sep 30, 2025	FMR LLC	0.61%	701.41K	50.68M	179.13K	+34.30%
Sep 30, 2025	VOISARD ASSET MANAGEMENT GROUP, INC.	0.52%	602.06K	43.5M	65.07K	+12.12%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.68%	778.88K	56.47M	36.36K	+4.90%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.3%	349.5K	25.26M	51.09K	+17.12%
Sep 30, 2025	FORTRESS WEALTH MANAGEMENT, INC.	0.3%	347.11K	25.08M	1.14K	+0.33%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	1.33%	1.54M	111.18M	-1.82K	-0.12%
Sep 30, 2025	PURE FINANCIAL ADVISORS, LLC	1.3%	1.5M	108.2M	2.14K	+0.14%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	1.3%	1.5M	109.44M	664.21K	+79.94%
Sep 30, 2025	WAVERLY ADVISORS, LLC	1.25%	1.44M	104.41M	93.89K	+6.95%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.22%	1.4M	101.36M	1.11K	+0.08%
Sep 30, 2025	ALESCO ADVISORS LLC	1.15%	1.32M	95.59M	-19.92K	-1.48%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.14%	1.32M	95.28M	-14.22K	-1.07%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	1.14%	1.31M	94.61M	19.66K	+1.52%
Sep 30, 2025	MORGAN STANLEY	0.98%	1.13M	81.46M	18.12K	+1.63%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.67%	777.97K	56.22M	41.46K	+5.63%
Sep 30, 2025	WEALTH MANAGEMENT NEBRASKA	0.67%	769.21K	55.58M	82.96K	+12.09%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.63%	726.66K	52.51M	-16.8K	-2.26%
Sep 30, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.6%	692.32K	50.03M	15.41K	+2.28%
Sep 30, 2025	FAS WEALTH PARTNERS, INC.	0.58%	664.33K	48M	10.04K	+1.53%
Sep 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.54%	618.63K	44.7M	7.53K	+1.23%
Sep 30, 2025	GLENVIEW TRUST CO	0.52%	602.08K	43.51M	43.85K	+7.86%
Sep 30, 2025	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	0.49%	569.11K	41.12M	49.01K	+9.42%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.43%	499.86K	36.12M	27.38K	+5.80%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	12.2%	14.07M	1.02B	-2.09M	-12.92%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	9.45%	10.9M	787.87M	-109.67K	-1.00%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	8.69%	10.02M	723.4M	376.61K	+3.90%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	3.09%	3.57M	257.77M	513.7K	+16.82%
Sep 30, 2025	LPL FINANCIAL LLC	2.23%	2.58M	186.23M	216.12K	+9.15%
Sep 30, 2025	CERITY PARTNERS LLC	1.97%	2.27M	164.16M	64.53K	+2.92%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	1.85%	2.13M	153.97M	164.74K	+8.38%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.7%	1.97M	142.02M	115.98K	+6.27%
Sep 30, 2025	SAVANT CAPITAL, LLC	1.52%	1.76M	126.86M	1.19M	+212.04%
Sep 30, 2025	FALCON WEALTH PLANNING	1.51%	1.75M	126.15M	118.74K	+7.30%
Sep 30, 2025	COMERICA BANK	1.35%	1.56M	112.62M	-2.44K	-0.16%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.25%	272.46K	18.58M	17.36K	+6.81%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.87%	962.25K	65.64M	6.91K	+0.72%
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	0.32%	354.9K	24.21M	28K	+8.56%
Jun 30, 2025	VERUS FINANCIAL PARTNERS, INC.	0.38%	416.89K	28.92M	416.89K	+100.00%
Jun 30, 2025	OPUS CAPITAL GROUP, LLC	0.44%	487.87K	33.28M	-2.21K	-0.45%
Jun 30, 2025	LEGACY FINANCIAL STRATEGIES, LLC	0.45%	500.78K	34.16M	-6.76K	-1.33%
Jun 30, 2025	FAS WEALTH PARTNERS, INC.	0.59%	654.29K	44.63M	25.76K	+4.10%
Jun 30, 2025	GLENVIEW TRUST CO	0.5%	558.23K	38.08M	23.53K	+4.40%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.51%	562.63K	38.38M	318.52K	+130.48%
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.55%	611.11K	41.68M	20.05K	+3.39%
Jun 30, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.61%	676.9K	46.17M	-92.15K	-11.98%
Jun 30, 2025	WEALTH MANAGEMENT NEBRASKA	0.62%	686.25K	46.73M	65.79K	+10.60%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.66%	736.51K	50.24M	-94.43K	-11.36%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.67%	742.52K	50.68M	681.38K	+1,114.50%
Jun 30, 2025	CANNON FINANCIAL STRATEGISTS, INC.	0.95%	1.05M	71.58M	53.03K	+5.32%
Jun 30, 2025	WILLOW CREEK WEALTH MANAGEMENT INC.	0.38%	418.11K	28.52M	36.4K	+9.53%
Jun 30, 2025	PACIFIC LIFE FUND ADVISORS LLC	0.38%	420.66K	28.69M	1.32K	+0.31%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.43%	472.48K	32.23M	-18.72K	-3.81%
Jun 30, 2025	VISIONARY WEALTH ADVISORS	0.43%	475.35K	32.42M	10.79K	+2.32%
Jun 30, 2025		0.62%	686.25K	46.73M	65.79K	+10.60%
Jun 30, 2025	BRIDGEWATER ADVISORS INC.	0.97%	1.07M	75.3M	23K	+2.19%
Jun 30, 2025	PRAIRIEVIEW PARTNERS, LLC	1.11%	1.23M	84.08M	27.27K	+2.26%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	1.16%	1.29M	87.97M	4.68K	+0.36%
Jun 30, 2025	ALESCO ADVISORS LLC	1.21%	1.34M	91.59M	31.17K	+2.38%
Jun 30, 2025	WAVERLY ADVISORS, LLC	1.22%	1.35M	92.15M	168.85K	+14.28%
Jun 30, 2025	PURE FINANCIAL ADVISORS, LLC	1.35%	1.5M	101.99M	6.37K	+0.43%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	1.39%	1.54M	105.08M	1.54M	+100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.67%	1.85M	126.15M	-180.27K	-8.88%
Jun 30, 2025	LPL FINANCIAL LLC	2.13%	2.36M	161.05M	79.41K	+3.48%
Jun 30, 2025	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	1.08%	1.2M	81.65M	79.72K	+7.14%
Jun 30, 2025	LEADING EDGE FINANCIAL PLANNING LLC	0.25%	275.84K	18.82M	17.56K	+6.80%
Jun 30, 2025	MCILRATH & ECK, LLC	0.26%	283.74K	19.35M	-3.24K	-1.13%
Jun 30, 2025	AUSTIN WEALTH MANAGEMENT, LLC	0.28%	311.96K	21.64M	93.97K	+43.11%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.29%	323.76K	22.75M	-3.63K	-1.11%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.3%	330.15K	22.52M	196.34K	+146.73%
Jun 30, 2025	FORTRESS WEALTH MANAGEMENT, INC.	0.31%	345.97K	23.6M	-7.7K	-2.18%
Jun 30, 2025	ROYAL BANK OF CANADA	0.31%	347.31K	23.69M	24.23K	+7.50%
Jun 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.23%	253.79K	17.31M	-1.72K	-0.67%
Jun 30, 2025	SUMMIT X, LLC	0.24%	265.05K	18.08M	32.72K	+14.08%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.75%	830.93K	56.67M	572.02K	+220.94%
Jun 30, 2025	FALCON WEALTH PLANNING	1.47%	1.63M	110.98M	187.55K	+13.03%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	8.7%	9.65M	672.88M	-258.61K	-2.61%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	1.77%	1.97M	134.11M	78.54K	+4.16%
Jun 30, 2025	COLONY GROUP, LLC	1.84%	2.04M	139.05M	-3.09K	-0.15%
Jun 30, 2025	GALLAGHER FIDUCIARY ADVISORS, LLC	0.16%	175.45K	11.97M	-11.26K	-6.03%
Jun 30, 2025	NOVA R WEALTH, INC.	0.16%	177.3K	12.09M	8.34K	+4.93%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.17%	189.11K	12.9M	2.81K	+1.51%
Jun 30, 2025	WEBSTERROGERS FINANCIAL ADVISORS, LLC	0.17%	191.43K	13.06M	145	+0.08%
Jun 30, 2025	APELLA CAPITAL, LLC	0.18%	201.79K	13.94M	81.96K	+68.40%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.18%	203.48K	13.88M	-38.13K	-15.78%
Jun 30, 2025	SHOTWELL RUTTER BAER INC	0.19%	207.16K	14.45M	3.89K	+1.92%
Jun 30, 2025	CERITY PARTNERS LLC	1.99%	2.21M	150.56M	2.19M	+12,655.12%
Jun 30, 2025	FIRST NATIONAL BANK SIOUX FALLS	0.19%	208.31K	14.21M	9.84K	+4.96%
Jun 30, 2025	FONVILLE WEALTH MANAGEMENT LLC	0.19%	210.13K	14.33M	31.24K	+17.46%
Jun 30, 2025	SYMMETRY PARTNERS, LLC	0.2%	219.85K	15M	51.39K	+30.50%
Jun 30, 2025	NORTHLAND CAPITAL MANAGEMENT LLC	0.2%	221.12K	15.08M	22.15K	+11.13%
Jun 30, 2025	OCEANSIDE ADVISORS LLC	0.22%	239.48K	16.33M	3.34K	+1.41%
Jun 30, 2025	SHOREHAVEN WEALTH PARTNERS, LLC	0.23%	249.95K	17.05M	28.65K	+12.95%
Jun 30, 2025	AIRE ADVISORS, LLC	0.23%	254K	17.33M	-9.57K	-3.63%
Jun 30, 2025	UBS GROUP AG	0.44%	490.37K	33.45M	78.69K	+19.11%
Jun 30, 2025	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	0.47%	520.1K	35.48M	37.69K	+7.81%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.2%	1.33M	90.91M	144.56K	+12.17%
Jun 30, 2025	TCG ADVISORY SERVICES, LLC	0.93%	1.03M	70.45M	44.68K	+4.52%
Jun 30, 2025	JPMORGAN CHASE & CO	0.38%	423.94K	28.92M	155.56K	+57.96%
Jun 30, 2025	JRM INVESTMENT COUNSEL, LLC	0.44%	485.22K	33.1M	10.43K	+2.20%
Jun 30, 2025	FMR LLC	0.47%	522.28K	35.62M	-116.92K	-18.29%
Jun 30, 2025	VOISARD ASSET MANAGEMENT GROUP, INC.	0.48%	536.99K	36.63M	72.7K	+15.66%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.67%	743.46K	50.71M	743.46K	+100.00%
Jun 30, 2025	MOISAND FITZGERALD TAMAYO, LLC	0.93%	1.03M	70.02M	117.85K	+12.97%
Jun 30, 2025	NIXON PEABODY TRUST CO	0.93%	1.03M	70.57M	24.78K	+2.45%
Jun 30, 2025	MORGAN STANLEY	1%	1.11M	75.66B	108.09K	+10.80%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.26%	1.4M	95.6M	-54.92K	-3.77%
Jun 30, 2025	COMERICA BANK	1.41%	1.56M	106.48M	1.98K	+0.13%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	2.76%	3.05M	208.32M	304.51K	+11.07%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	9.94%	11.01M	751.16M	9.36M	+564.79%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	14.58%	16.16M	1.1B	9.98M	+161.49%
Mar 31, 2025	MORGAN STANLEY	1%	1M	65.28M	111.37K	+12.52%
Mar 31, 2025	NIXON PEABODY TRUST CO	1.01%	1.01M	65.85M	101.3K	+11.15%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	1.28%	1.29M	83.79M	282.53K	+28.18%
Mar 31, 2025	ALESCO ADVISORS LLC	1.31%	1.31M	85.53M	-27.66K	-2.07%
Mar 31, 2025	FMR LLC	0.64%	639.2K	41.68M	-90.84K	-12.44%
Mar 31, 2025	PURE FINANCIAL ADVISORS, LLC	1.48%	1.49M	97.09M	-114.94K	-7.17%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.65%	1.66M	108.03M	-89.73K	-5.14%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	1.88%	1.89M	123.09M	150.33K	+8.65%
Mar 31, 2025	FALCON WEALTH PLANNING	1.43%	1.44M	93.87M	255.52K	+21.58%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.33%	327.4K	20.69M	12.96K	+4.12%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.45%	1.46M	94.98M	398.91K	+37.72%
Mar 31, 2025	COMERICA BANK	1.55%	1.56M	101.67M	33.57K	+2.20%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.02%	2.03M	132.36M	263.28K	+14.91%
Mar 31, 2025	COLONY GROUP, LLC	2.03%	2.04M	133.14M	1.96M	+2,424.71%
Mar 31, 2025	LPL FINANCIAL LLC	2.27%	2.28M	148.79M	374.22K	+19.62%
Mar 31, 2025	B&D WHITE CAPITAL COMPANY, LLC	0.32%	323.64K	21.1M	146.9K	+83.11%
Mar 31, 2025	BRIDGEWATER ADVISORS INC.	1.05%	1.05M	66.04M	64.46K	+6.53%
Mar 31, 2025	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	1.11%	1.12M	72.86M	61.48K	+5.82%
Mar 31, 2025	WAVERLY ADVISORS, LLC	1.18%	1.18M	77.09M	217.26K	+22.52%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.18%	1.19M	77.48M	79.97K	+7.22%
Mar 31, 2025	PRAIRIEVIEW PARTNERS, LLC	1.2%	1.21M	78.61M	-24.15K	-1.96%
Mar 31, 2025	WILLOW CREEK WEALTH MANAGEMENT INC.	0.38%	381.71K	24.89M	41.45K	+12.18%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.28%	285.53K	18.62M	46.44K	+19.42%
Mar 31, 2025	MCILRATH & ECK, LLC	0.29%	286.98K	18.71M	7.6K	+2.72%
Mar 31, 2025	ROYAL BANK OF CANADA	0.32%	323.08K	21.07M	97.89K	+43.47%
Mar 31, 2025	STRATEGIC BLUEPRINT, LLC	0.33%	326.9K	21.32M	12.52K	+3.98%
Mar 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.34%	340.84K	22.23M	145.84K	+74.79%
Mar 31, 2025	TCG ADVISORY SERVICES, LLC	0.98%	988.11K	64.43M	16.83K	+1.73%
Mar 31, 2025	JRM INVESTMENT COUNSEL, LLC	0.47%	474.8K	30.96M	24.26K	+5.38%
Mar 31, 2025	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	0.48%	482.42K	31.46M	27.65K	+6.08%
Mar 31, 2025	OPUS CAPITAL GROUP, LLC	0.49%	490.07K	31.96M	-4.36K	-0.88%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.49%	491.2K	32.03M	491.2K	+100.00%
Mar 31, 2025	LEGACY FINANCIAL STRATEGIES, LLC	0.51%	507.54K	33.1M	20.16K	+4.14%
Mar 31, 2025	GLENVIEW TRUST CO	0.53%	534.7K	34.87M	97.04K	+22.17%
Mar 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.59%	591.06K	38.54M	28.88K	+5.14%
Mar 31, 2025	FAS WEALTH PARTNERS, INC.	0.63%	628.53K	40.99M	5.93K	+0.95%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.65%	655.33K	42.73M	163.92K	+33.36%
Mar 31, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.77%	769.05K	50.15M	167.59K	+27.86%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.83%	830.93K	54.19M	152.66K	+22.51%
Mar 31, 2025	MOISAND FITZGERALD TAMAYO, LLC	0.91%	908.72K	59.26M	56.32K	+6.61%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.95%	955.34K	62.3M	112.72K	+13.38%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	2.74%	2.75M	179.2M	869.64K	+46.25%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	6.16%	6.18M	402.97M	6.18M	+100.00%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	9.87%	9.9M	645.85M	1.74M	+21.28%
Mar 31, 2025	FORTRESS WEALTH MANAGEMENT, INC.	0.35%	353.67K	23.06M	-56.66K	-13.81%
Mar 31, 2025	UBS GROUP AG	0.41%	411.69K	26.85M	15.95K	+4.03%
Mar 31, 2025	PACIFIC LIFE FUND ADVISORS LLC	0.42%	419.35K	27.35M	-12.1K	-2.80%
Mar 31, 2025	VOISARD ASSET MANAGEMENT GROUP, INC.	0.46%	464.29K	30.28M	146.46K	+46.08%
Mar 31, 2025	VISIONARY WEALTH ADVISORS	0.46%	464.56K	30.29M	18.48K	+4.14%
Mar 31, 2025		0.62%	620.45K	40.46M	80.53K	+14.92%

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