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

Who are the major shareholders selling iShares Core Dividend Growth ETF stock?

BANK OF AMERICA CORP /DE/, in the last quarter, reduced its stake in DGRO by -0.73% restricting it's holding to 19.25 million shares of worth nearly $1.46B. HM PAYSON & CO also lessened -39.53% of the DGRO shares from its portfolio, reducing its holding to 1.19 million shares of worth $90.05M. FIRST COMMAND ADVISORY SERVICES, INC. also shunned DGRO shares holding by -5.06% last quarter which brought its holding to 1.44 million shares worth $109.37M.

Investors who are buying DGRO stock?

As per its latest 13F filing, GOLDMAN SACHS GROUP INC increased its stake in DGRO by 4.51% in the last quarter. The institutional holder raised its holding to 4.99 million shares having worth more than $378.06M. HIGHTOWER ADVISORS, LLC also added 3.05% more shares of DGRO to its portfolio, raising its holding to 5.31 million shares of worth $402.13M. ADVISOR GROUP HOLDINGS, INC. also increased its DGRO shares holding by 22.25% which brought its holding to 2.14 million shares worth $162.28M.

DGRO's major insiders: who are they?

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

Did an insider recently sell DGRO stock?

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

Which insider recently purchased DGRO stock?

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

How much of DGRO does insiders own?

Around 0 iShares Core Dividend Growth ETF shares are held by insiders, which represents about N/A of DGRO stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in DGRO?

BANK OF AMERICA CORP /DE/ is the largest institutional owner in DGRO which holds 19.25 million shares worth $1.46B or 3.65% of the total DGRO shares outstanding followed by HM PAYSON & CO with ownership of 1.19 million shares representing 0.23% of the DGRO ownership. GOLDMAN SACHS GROUP INC is the third largest stakeholder with 4.99 million shares or 0.95% of the ownership worth more than $378.06M.

Is iShares Core Dividend 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 DGRO is concerned, it is a stock which is optionable.

Is there a short position on DGRO's shares?

Number of DGRO 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 DGRO shares are there?

As of today, null shares of DGRO are outstanding.

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

DGRO 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 DGRO is null.

iShares Core Dividend Growth ETF (DGRO) 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. BANK OF AMERICA CORP /DE/ is the top corporate investor, holding 19.25M shares valued at $1.46B. A 3.65% stake in iShares Core Dividend Growth ETF is owned by the company. HM PAYSON & CO owns 1.19M shares valued at $90.05M, which translates its holding of 0.23% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.65%	19.25M	1.46B	-142.05K	-0.73%
Jun 30, 2026	HM PAYSON & CO	0.23%	1.19M	90.05M	-776.85K	-39.53%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.95%	4.99M	378.06M	215.44K	+4.51%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	1.01%	5.31M	402.13M	156.88K	+3.05%
Jun 30, 2026	FIRST COMMAND ADVISORY SERVICES, INC.	0.27%	1.44M	109.37M	-76.93K	-5.06%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.41%	2.14M	162.28M	389.59K	+22.25%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	1.11%	5.86M	443.91M	-453.22K	-7.18%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.64%	3.36M	254.94M	241.56K	+7.74%
Jun 30, 2026	UBS GROUP AG	0.87%	4.58M	346.97M	-81.63K	-1.75%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.3%	6.84M	518.52M	-16.7K	-0.24%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.3%	6.84M	518.38M	178.08K	+2.67%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.37%	7.24M	548.41M	10.41K	+0.14%
Jun 30, 2026	ROYAL BANK OF CANADA	1.55%	8.17M	619.09M	-62.4K	-0.76%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.18%	953.49K	72.26M	25.3K	+2.73%
Jun 30, 2026	AMERICAN TRUST	0.2%	1.04M	78.75M	45.29K	+4.56%
Jun 30, 2026	STRATEGIES WEALTH ADVISORS, LLC	0.21%	1.11M	83.85M	-157.81K	-12.48%
Jun 30, 2026	LEDYARD NATIONAL BANK	0.22%	1.16M	88.09M	19.92K	+1.74%
Jun 30, 2026	PROVISE MANAGEMENT GROUP, LLC	0.27%	1.43M	108.42M	27.16K	+1.94%
Jun 30, 2026	JANE STREET GROUP, LLC	0.32%	1.7M	129.18M	19.8K	+1.18%
Jun 30, 2026	WEALTHFRONT ADVISERS LLC	3.37%	17.74M	1.34B	313.91K	+1.80%
Jun 30, 2026	MORGAN STANLEY	3.83%	20.17M	1.53B	800.08K	+4.13%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORS, LLC	1.61%	8.5M	644.01M	65.75K	+0.78%
Jun 30, 2026	JPMORGAN CHASE & CO	0.94%	4.97M	377.34M	214.65K	+4.52%
Jun 30, 2026	FMR LLC	0.87%	4.56M	345.94M	-730.92K	-13.80%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.67%	3.5M	265.43M	177.63K	+5.34%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.13%	673.96K	51.08M	-13.91K	-2.02%
Jun 30, 2026	SIGMA PLANNING CORP	0.14%	721.44K	54.68M	75	+0.01%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.14%	725.57K	54.99M	-213.24K	-22.71%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.14%	734.22K	55.65M	-2.41K	-0.33%
Jun 30, 2026	FFT WEALTH MANAGEMENT LLC	0.14%	746.2K	56.55M	37.49K	+5.29%
Jun 30, 2026	FIFTH THIRD BANCORP	0.14%	749.09K	56.77M	-7.13K	-0.94%
Jun 30, 2026	JGP WEALTH MANAGEMENT, LLC	0.14%	752.65K	57.04M	25.43K	+3.50%
Jun 30, 2026	CONSERVEST CAPITAL ADVISORS, INC.	0.15%	796.3K	60.35M	2.9K	+0.36%
Jun 30, 2026	STONEBRIDGE FINANCIAL GROUP, LLC	0.16%	825.23K	62.54M	-4.49K	-0.54%
Jun 30, 2026	FIRST BUSINESS FINANCIAL SERVICES, INC.	0.16%	839.06K	63.59M	3.91K	+0.47%
Jun 30, 2026	MCF ADVISORS LLC	0.16%	840.37K	63.69M	-3.65K	-0.43%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.17%	870.1K	65.94M	561.79K	+182.22%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.18%	930.16K	70.5M	3.51K	+0.38%
Jun 30, 2026	BLACKROCK, INC.	0.18%	958.01K	72.61M	-390.43K	-28.95%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.19%	980.79K	74.33M	-3.96K	-0.40%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	1.13M	85.29M	19.28K	+1.74%
Jun 30, 2026	GRATUS WEALTH ADVISORS, LLC	0.24%	1.24M	94.21M	25.09K	+2.06%
Jun 30, 2026	QUOTIENT WEALTH PARTNERS, LLC	0.24%	1.26M	95.76M	40.9K	+3.35%
Jun 30, 2026		0.24%	1.27M	96.17M	72.06K	+6.02%
Jun 30, 2026	CONFLUENCE WEALTH SERVICES, INC.	0.24%	1.27M	96.62M	224.08K	+21.33%
Jun 30, 2026	SNS FINANCIAL GROUP, LLC	0.25%	1.33M	100.58M	1.33M	+100.00%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.29%	1.53M	115.98M	-96.02K	-5.90%
Jun 30, 2026	TD PRIVATE CLIENT WEALTH LLC	0.39%	2.04M	154.32M	165.62K	+8.85%
Jun 30, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.4%	2.12M	160.89M	223.15K	+11.75%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.41%	2.17M	164.69M	1.38M	+172.45%
Jun 30, 2026	MARINER, LLC	0.48%	2.53M	191.57M	-191.05K	-7.03%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.49%	2.6M	197.39M	112.36K	+4.51%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.56%	2.96M	224.27M	21.7K	+0.74%
Jun 30, 2026	VANTAGEPOINT INVESTMENT ADVISERS LLC	0.59%	3.11M	236.02M	0	0
Jun 30, 2026	LPL FINANCIAL LLC	4.04%	21.29M	1.61B	1.06M	+5.22%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.27%	1.44M	109.27M	47.39K	+3.40%
Jun 30, 2026	DYNASTY WEALTH MANAGEMENT, LLC	0.25%	1.33M	100.74M	47.91K	+3.74%
Jun 30, 2026	SEVEN SPRINGS WEALTH GROUP, LLC	0.22%	1.18M	89.72M	40.1K	+3.51%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.54%	2.87M	217.19M	95.59K	+3.45%
Jun 30, 2026	SHP WEALTH MANAGEMENT	0.24%	1.27M	96.17M	72.06K	+6.02%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.11%	11.1M	841.26M	472.81K	+4.45%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.12%	11.16M	845.68M	293.36K	+2.70%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	2.74%	14.42M	1.09B	2.35M	+19.45%
Mar 31, 2026	VANTAGEPOINT INVESTMENT ADVISERS LLC	0.58%	3.11M	218.55M	-70.92K	-2.23%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	1.11M	77.63M	43.54K	+4.10%
Mar 31, 2026	LEDYARD NATIONAL BANK	0.21%	1.14M	80.18M	-80.12K	-6.55%
Mar 31, 2026		0.22%	1.2M	83.99M	-16.59K	-1.37%
Mar 31, 2026	TD PRIVATE CLIENT WEALTH LLC	0.35%	1.87M	131.27M	148.01K	+8.59%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	1.57%	8.43M	591.73M	91.67K	+1.10%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.98%	10.63M	745.81M	335.57K	+3.26%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.02%	10.86M	762.48M	118.61K	+1.10%
Mar 31, 2026	DYNASTY WEALTH MANAGEMENT, LLC	0.24%	1.28M	89.92M	1.27M	+15,189.68%
Mar 31, 2026	BLACKROCK, INC.	0.25%	1.35M	94.63M	80.06K	+6.31%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.46%	2.49M	174.89M	117.79K	+4.96%
Mar 31, 2026	UBS GROUP AG	0.87%	4.66M	327.02M	143.46K	+3.18%
Mar 31, 2026	JPMORGAN CHASE & CO	0.88%	4.75M	327.91M	1.42M	+42.73%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.89%	4.77M	334.95M	-209.55K	-4.21%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.96%	5.15M	361.35M	147.28K	+2.94%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	1.17%	6.31M	442.86M	-479.83K	-7.07%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.24%	6.66M	467.51M	-389K	-5.52%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.31%	6.86M	481.29M	-90.12K	-1.30%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.34%	7.23M	507.08M	-41.76K	-0.57%
Mar 31, 2026	STONEBRIDGE FINANCIAL GROUP, LLC	0.16%	829.71K	58.23M	41.54K	+5.27%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.18%	984.75K	69.11M	13.41K	+1.38%
Mar 31, 2026	AMERICAN TRUST	0.18%	993.75K	69.74M	32.78K	+3.41%
Mar 31, 2026	CONFLUENCE WEALTH SERVICES, INC.	0.2%	1.05M	73.74M	8.12K	+0.78%
Mar 31, 2026	SEVEN SPRINGS WEALTH GROUP, LLC	0.21%	1.14M	80.26M	7.58K	+0.67%
Mar 31, 2026	GRATUS WEALTH ADVISORS, LLC	0.23%	1.22M	85.48M	-36.88K	-2.94%
Mar 31, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.35%	1.9M	133.32M	-7.92K	-0.42%
Mar 31, 2026	MARINER, LLC	0.51%	2.72M	190.8M	119.93K	+4.61%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.51%	2.77M	194.4M	91.85K	+3.43%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.55%	2.94M	206.15M	-94.02K	-3.10%
Mar 31, 2026	QUOTIENT WEALTH PARTNERS, LLC	0.23%	1.22M	85.81M	1.22M	+100.00%
Mar 31, 2026	STRATEGIES WEALTH ADVISORS, LLC	0.23%	1.26M	88.72M	-34.27K	-2.64%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.17%	938.81K	65.89M	-7.26K	-0.77%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.58%	3.12M	219.12M	-447.88K	-12.55%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.62%	3.32M	233.31M	228.45K	+7.38%
Mar 31, 2026	AUTO-OWNERS INSURANCE CO	0.13%	689.5K	48.39M	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	695.46K	48.81M	27.6K	+4.13%
Mar 31, 2026	FFT WEALTH MANAGEMENT LLC	0.14%	708.71K	49.74M	101.66K	+16.75%
Mar 31, 2026	FORM WEALTH ADVISORS, LLC	0.14%	715.44K	50.21M	124.3K	+21.03%
Mar 31, 2026	SIGMA PLANNING CORP	0.14%	721.37K	50.63M	-9.78K	-1.34%
Mar 31, 2026	JGP WEALTH MANAGEMENT, LLC	0.14%	727.23K	51.04M	225.2K	+44.86%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0.14%	736.63K	51.7M	17.48K	+2.43%
Mar 31, 2026	FIFTH THIRD BANCORP	0.14%	756.22K	53.07M	739.23K	+4,352.00%
Mar 31, 2026	CONSERVEST CAPITAL ADVISORS, INC.	0.15%	793.41K	55.68M	110.94K	+16.26%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.15%	797.55K	55.97M	112.19K	+16.37%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.17%	928.19K	65.14M	42.36K	+4.78%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	2.24%	12.07M	831.52M	2.08M	+20.80%
Mar 31, 2026	WEALTHFRONT ADVISERS LLC	3.24%	17.43M	1.22B	3.49M	+25.08%
Mar 31, 2026	FIRST BUSINESS FINANCIAL SERVICES, INC.	0.16%	835.16K	58.61M	13.11K	+1.59%
Mar 31, 2026	MCF ADVISORS LLC	0.16%	844.01K	59.23M	841.61K	+35,008.69%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.17%	926.65K	65.03M	11.01K	+1.20%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.26%	1.39M	97.86M	546.67K	+64.49%
Mar 31, 2026	PROVISE MANAGEMENT GROUP, LLC	0.26%	1.4M	98.49M	40.09K	+2.94%
Mar 31, 2026	FIRST COMMAND ADVISORY SERVICES, INC.	0.28%	1.52M	106.69M	6.3K	+0.42%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.3%	1.63M	113.98M	-31.44K	-1.90%
Mar 31, 2026	JANE STREET GROUP, LLC	0.31%	1.68M	118.23M	1.67M	+11,283.11%
Mar 31, 2026	FMR LLC	0.98%	5.3M	371.63M	-504.61K	-8.70%
Mar 31, 2026	ROYAL BANK OF CANADA	1.53%	8.23M	577.64M	93.72K	+1.15%
Mar 31, 2026	MORGAN STANLEY	3.6%	19.37M	1.36B	1.3K	+0.01%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.6%	19.39M	1.36B	-367.62K	-1.86%
Mar 31, 2026	LPL FINANCIAL LLC	3.76%	20.24M	1.42B	1.47M	+7.85%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.33%	1.75M	122.92M	110.15K	+6.71%
Mar 31, 2026	HM PAYSON & CO	0.37%	1.97M	137.91M	1.78M	+955.21%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.2%	971.34K	67.43M	77.53K	+8.67%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	1.06M	73.76M	32.25K	+3.13%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.61%	3.03M	210.44M	5.77K	+0.19%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.14%	706.41K	49.04M	-36.8K	-4.95%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.14%	715.17K	49.65M	189.49K	+36.05%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.14%	719.15K	37.92M	15.67K	+2.23%
Dec 31, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.21%	1.04M	72.38M	105.36K	+11.24%
Dec 31, 2025	SEVEN SPRINGS WEALTH GROUP, LLC	0.22%	1.14M	78.87M	-7.87K	-0.69%
Dec 31, 2025	GRATUS WEALTH ADVISORS, LLC	0.25%	1.25M	87.11M	20.32K	+1.65%
Dec 31, 2025	STRATEGIES WEALTH ADVISORS, LLC	0.25%	1.3M	90.14M	44.81K	+3.57%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.33%	1.66M	115.08M	123.55K	+8.05%
Dec 31, 2025	MARINER, LLC	0.51%	2.6M	180.41M	-44.34K	-1.68%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.52%	2.68M	185.92M	128.65K	+5.05%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.7%	3.57M	247.84M	-173.75K	-4.64%
Dec 31, 2025	COLONY GROUP, LLC	0.13%	675.16K	46.3M	33.47K	+5.22%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.13%	679.41K	47.16M	12.28K	+1.84%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.95%	9.99M	693.51M	1.38M	+16.08%
Dec 31, 2025	WEALTHFRONT ADVISERS LLC	2.81%	13.93M	967.11M	628.34K	+4.72%
Dec 31, 2025	LPL FINANCIAL LLC	3.69%	18.76M	1.3B	595.71K	+3.28%
Dec 31, 2025	MORGAN STANLEY	3.8%	19.37M	1.34B	331.75K	+1.74%
Dec 31, 2025	TD PRIVATE CLIENT WEALTH LLC	0.34%	1.72M	119.58M	220.25K	+14.66%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.47%	2.37M	164.82M	73.19K	+3.18%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.61%	3.1M	214.93M	512.6K	+19.84%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.17%	847.72K	58.85M	-63.68K	-6.99%
Dec 31, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.3%	1.51M	105.1M	-17.03K	-1.11%
Dec 31, 2025	FIRST BUSINESS FINANCIAL SERVICES, INC.	0.16%	822.04K	57.07M	-1.98K	-0.24%
Dec 31, 2025	HORIZON INVESTMENTS, LLC	0.16%	800.19K	55.55M	-75.02K	-8.57%
Dec 31, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	0.16%	788.18K	54.72M	9.85K	+1.27%
Dec 31, 2025	COMERICA BANK	0.15%	733.34K	50.91M	12.58K	+1.74%
Dec 31, 2025	PROVISE MANAGEMENT GROUP, LLC	0.27%	1.36M	94.64M	28.47K	+2.13%
Dec 31, 2025	CITADEL ADVISORS LLC	0.3%	1.54M	106.68M	230.4K	+17.64%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.32%	1.64M	113.95M	29.49K	+1.83%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1%	4.98M	345.87M	-22.65K	-0.45%
Dec 31, 2025	UBS GROUP AG	0.89%	4.52M	313.52M	-213.71K	-4.52%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.97%	5M	347.21M	39.7K	+0.80%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.33%	6.79M	471.37M	-808.14K	-10.64%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.38%	7.05M	489.45M	665.81K	+10.43%
Dec 31, 2025	ROYAL BANK OF CANADA	1.6%	8.14M	564.88M	1.58M	+24.02%
Dec 31, 2025	SIGMA PLANNING CORP	0.15%	731.15K	50.76M	-22.29K	-2.96%
Dec 31, 2025	FMR LLC	1.13%	5.8M	402.64M	552.56K	+10.53%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.36%	6.95M	482.06M	-339.24K	-4.66%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.43%	7.27M	504.49M	-288.37K	-3.82%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	1.68%	8.34M	578.96M	215.54K	+2.65%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.1%	10.75M	746M	279.16K	+2.67%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.88%	19.76M	1.37B	1.09M	+5.87%
Dec 31, 2025	CONSERVEST CAPITAL ADVISORS, INC.	0.13%	682.47K	47.38M	5.69K	+0.84%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.13%	685.37K	47.58B	290.79K	+73.70%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.18%	946.08K	65.68M	-98.95K	-9.47%
Dec 31, 2025	JPMORGAN CHASE & CO	0.65%	3.33M	231.21M	11.18K	+0.34%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.02%	10.29M	714.44M	-268.49K	-2.54%
Dec 31, 2025	CORRECT CAPITAL WEALTH MANAGEMENT	0.11%	548.37K	38.07M	28.04K	+5.39%
Dec 31, 2025	VAUGHAN DAVID INVESTMENTS LLC/IL	0.11%	568.94K	39.5M	10.64K	+1.91%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.12%	580.07K	40.99M	-1.84K	-0.32%
Dec 31, 2025	FORM WEALTH ADVISORS, LLC	0.12%	591.15K	41.04B	591.15K	+100.00%
Dec 31, 2025	FFT WEALTH MANAGEMENT LLC	0.12%	607.05K	42.14M	-71.4K	-10.52%
Dec 31, 2025	OPPENHEIMER & CO INC	0.12%	601.61K	41.76M	10.54K	+1.78%
Dec 31, 2025	RITTER DANIHER FINANCIAL ADVISORY LLC / DE	0.12%	629.98K	43.73M	1.13K	+0.18%
Dec 31, 2025	MADISON WEALTH PARTNERS, INC	0.13%	647.55K	44.95M	15.02K	+2.37%
Dec 31, 2025	BLACKROCK, INC.	0.25%	1.27M	88.05M	-763.08K	-37.56%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	667.86K	46.36M	9.94K	+1.51%
Dec 31, 2025	LEDYARD NATIONAL BANK	0.25%	1.22M	84.87M	90.12K	+7.96%
Dec 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.38%	1.91M	132.43M	135.88K	+7.67%
Dec 31, 2025	AMERICAN TRUST	0.19%	960.97K	66.71M	133.92K	+16.19%
Dec 31, 2025		0.24%	1.21M	84.24M	1.21M	+100.00%
Dec 31, 2025	VANTAGEPOINT INVESTMENT ADVISERS LLC	0.64%	3.19M	221.11M	-74.05K	-2.27%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.17%	885.83K	61.49M	84.84K	+10.59%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.18%	915.64K	63.56M	4.16K	+0.46%
Sep 30, 2025	OPPENHEIMER & CO INC	0.12%	591.08K	40.24M	-7.55K	-1.26%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.7%	8.61M	583.08M	1.21M	+16.39%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	1.61%	8.12M	553.11M	163.17K	+2.05%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.5%	7.6M	517.29M	-120.71K	-1.56%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.5%	7.56M	514.39M	-353.78K	-4.47%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.18%	911.47K	62.05M	-18.18K	-1.96%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.21%	1.05M	71.15M	-169.67K	-13.97%
Sep 30, 2025	ROYAL BANK OF CANADA	1.3%	6.56M	446.67M	139.35K	+2.17%
Sep 30, 2025	FMR LLC	1.04%	5.25M	357.25M	-67.63K	-1.27%
Sep 30, 2025	AMERICAN TRUST	0.16%	827.05K	56.31M	-90.6K	-9.87%
Sep 30, 2025	LPL FINANCIAL LLC	3.6%	18.17M	1.24B	559.99K	+3.18%
Sep 30, 2025	MADISON WEALTH PARTNERS, INC	0.13%	632.53K	43.06M	15.8K	+2.56%
Sep 30, 2025	RITTER DANIHER FINANCIAL ADVISORY LLC / DE	0.12%	628.85K	42.81M	24.9K	+4.12%
Sep 30, 2025	O'DELL GROUP, LLC	0.12%	607.99K	41.39M	14.22K	+2.39%
Sep 30, 2025	LEGACY FINANCIAL STRATEGIES, LLC	0.12%	594.52K	40.47M	21.06K	+3.67%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.12%	581.91K	39.84M	-34.32K	-5.57%
Sep 30, 2025	VAUGHAN DAVID INVESTMENTS LLC/IL	0.11%	558.3K	38.01M	7.5K	+1.36%
Sep 30, 2025	WOLFF FINANCIAL MANAGEMENT LLC	0.11%	537.35K	36.58M	15.3K	+2.93%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	529.21K	36.03M	9.27K	+1.78%
Sep 30, 2025	CORRECT CAPITAL WEALTH MANAGEMENT	0.1%	520.33K	35.42M	-127.74K	-19.71%
Sep 30, 2025	DAGCO, INC.	0.1%	510.45K	34.75M	12.02K	+2.41%
Sep 30, 2025	XML FINANCIAL, LLC	0.1%	508.23K	34.6M	3.78K	+0.75%
Sep 30, 2025	LITMAN GREGORY WEALTH MANAGEMENT LLC	0.1%	496.75K	33.82M	40.46K	+8.87%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.1%	491.64K	33.47M	-493.92K	-50.12%
Sep 30, 2025	JGP WEALTH MANAGEMENT, LLC	0.1%	487.78K	33.28M	18.81K	+4.01%
Sep 30, 2025	FIFTH THIRD SECURITIES, INC.	0.09%	478.86K	32.6M	35.39K	+7.98%
Sep 30, 2025	WEALTHFRONT ADVISERS LLC	2.63%	13.3M	905.66M	5.84K	+0.04%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.09%	10.56M	718.92M	-2.98M	-21.99%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.44%	7.29M	496.1M	-618.83K	-7.83%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.26%	6.38M	434.68M	80.27K	+1.27%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.99%	5M	340.74M	392.05K	+8.50%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.98%	4.96M	337.81M	673.71K	+15.71%
Sep 30, 2025	JPMORGAN CHASE & CO	0.66%	3.32M	225.98M	-210.72K	-5.97%
Sep 30, 2025	VANTAGEPOINT INVESTMENT ADVISERS LLC	0.65%	3.26M	221.88M	3.26M	+100.00%
Sep 30, 2025	BLACKROCK, INC.	0.4%	2.03M	138.3M	-722.05K	-26.22%
Sep 30, 2025	TD PRIVATE CLIENT WEALTH LLC	0.3%	1.5M	102.27M	195.71K	+14.98%
Sep 30, 2025	SEVEN SPRINGS WEALTH GROUP, LLC	0.23%	1.14M	77.88M	57.86K	+5.33%
Sep 30, 2025	HORIZON INVESTMENTS, LLC	0.17%	875.22K	59.58M	-148.5K	-14.51%
Sep 30, 2025	FIRST BUSINESS FINANCIAL SERVICES, INC.	0.16%	824.03K	56.1M	-113.02K	-12.06%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.16%	801K	54.53M	75.44K	+10.40%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	1.03M	70.14M	29.53K	+2.95%
Sep 30, 2025	SIGMA PLANNING CORP	0.15%	753.44K	51.29M	-37.29K	-4.72%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.15%	743.21K	50.6M	-356.05K	-32.39%
Sep 30, 2025	LEDYARD NATIONAL BANK	0.22%	1.13M	77.1M	3.62K	+0.32%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.18%	911.4K	62.05M	870.34K	+2,119.62%
Sep 30, 2025	UBS GROUP AG	0.94%	4.73M	322.01M	-39.65K	-0.83%
Sep 30, 2025	MORGAN STANLEY	3.77%	19.03M	1.3B	251.1K	+1.34%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.74%	3.74M	254.88M	-791.1K	-17.44%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.19%	968.2K	65.91M	968.2K	+100.00%
Sep 30, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.19%	937.28K	63.81M	44.48K	+4.98%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.18%	893.81K	60.85M	2.05K	+0.23%
Sep 30, 2025	COMERICA BANK	0.14%	720.77K	49.07M	101K	+16.30%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.14%	703.48K	47.89M	4.73K	+0.68%
Sep 30, 2025	FFT WEALTH MANAGEMENT LLC	0.13%	678.45K	46.19M	19.74K	+3.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	657.91K	44.79M	-7.52K	-1.13%
Sep 30, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	0.15%	778.33K	52.99M	2.69K	+0.35%
Sep 30, 2025	CITADEL ADVISORS LLC	0.26%	1.31M	88.93M	71.2K	+5.76%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.7%	18.66M	1.27B	195.21K	+1.06%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.6%	3.03M	205.99M	30.14K	+1.01%
Sep 30, 2025	MARINER, LLC	0.52%	2.64M	179.94M	-173.24K	-6.15%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.51%	2.58M	175.88M	324.53K	+14.37%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.5%	2.55M	173.58M	90.32K	+3.67%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.46%	2.3M	156.66M	-14.31K	-0.62%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.07%	10.47M	712.6M	457.57K	+4.57%
Sep 30, 2025	PROVISE MANAGEMENT GROUP, LLC	0.26%	1.33M	90.88M	28.42K	+2.18%
Sep 30, 2025	STRATEGIES WEALTH ADVISORS, LLC	0.25%	1.25M	85.35M	9.92K	+0.80%
Sep 30, 2025	GRATUS WEALTH ADVISORS, LLC	0.24%	1.23M	84.05M	23.19K	+1.91%
Sep 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.35%	1.77M	120.62M	-11.33K	-0.64%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.32%	1.61M	108.7M	121.17K	+8.13%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.3%	1.53M	104.15M	1.5M	+4,220.09%
Sep 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.3%	1.53M	104.23M	6.1K	+0.40%
Jun 30, 2025	LEDYARD NATIONAL BANK	0.23%	1.13M	72.18M	-71.7K	-5.97%
Jun 30, 2025	STRATEGIES WEALTH ADVISORS, LLC	0.25%	1.24M	79.53M	1.84K	+0.15%
Jun 30, 2025	PROVISE MANAGEMENT GROUP, LLC	0.27%	1.31M	83.53M	4.13K	+0.32%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.47%	2.32M	148.04M	236.92K	+11.40%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.5%	2.46M	157.25M	142.37K	+6.14%
Jun 30, 2025	BLACKROCK, INC.	0.56%	2.75M	176.06M	-2.66M	-49.10%
Jun 30, 2025	FMR LLC	1.08%	5.32M	339.85M	-1.47M	-21.69%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.25%	1.21M	77.67M	73.36K	+6.43%
Jun 30, 2025	CITADEL ADVISORS LLC	0.25%	1.24M	78.97M	1.22M	+8,659.57%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.61%	3M	191.53M	-10.61K	-0.35%
Jun 30, 2025	JPMORGAN CHASE & CO	0.72%	3.53M	225.72M	297.42K	+9.20%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.87%	4.29M	274.19M	1M	+30.60%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.94%	4.61M	294.95M	89.69K	+1.98%
Jun 30, 2025	UBS GROUP AG	0.97%	4.77M	304.97M	103.61K	+2.22%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.76%	13.54M	865.42M	4.03M	+42.37%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.14%	698.76K	44.68M	174.68K	+33.33%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.15%	725.56K	46.39M	39.77K	+5.80%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.57%	7.72M	493.55M	-26.38K	-0.34%
Jun 30, 2025	GRATUS WEALTH ADVISORS, LLC	0.25%	1.21M	77.46M	10.7K	+0.89%
Jun 30, 2025		0.16%	775.64K	49.59M	12.89K	+1.69%
Jun 30, 2025	LPL FINANCIAL LLC	3.59%	17.61M	1.13B	1.91M	+12.17%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.76%	18.47M	1.18B	413.37K	+2.29%
Jun 30, 2025	MORGAN STANLEY	3.83%	18.78M	1.2B	237.69K	+1.28%
Jun 30, 2025	D'ORAZIO & ASSOCIATES, INC.	0.1%	474.87K	30.36M	-68.95K	-12.68%
Jun 30, 2025	DAGCO, INC.	0.1%	498.43K	31.87M	19.86K	+4.15%
Jun 30, 2025	XML FINANCIAL, LLC	0.1%	504.45K	32.25M	8.06K	+1.62%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.14%	686.86K	43.92M	-22.93K	-3.23%
Jun 30, 2025	CONSERVEST CAPITAL ADVISORS, INC.	0.14%	668.64K	42.75M	-22.85K	-3.30%
Jun 30, 2025	FFT WEALTH MANAGEMENT LLC	0.13%	658.71K	42.7M	13.82K	+2.14%
Jun 30, 2025	CORRECT CAPITAL WEALTH MANAGEMENT	0.13%	648.07K	41.44M	-125.89K	-16.27%
Jun 30, 2025	COLONY GROUP, LLC	0.13%	641.88K	41.04M	4.95K	+0.78%
Jun 30, 2025	MADISON WEALTH PARTNERS, INC	0.13%	616.73K	39.43M	4.71K	+0.77%
Jun 30, 2025	AMERICAN TRUST	0.19%	917.66K	58.67M	282.51K	+44.48%
Jun 30, 2025	MARINER, LLC	0.57%	2.82M	180.08M	-72.09K	-2.50%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.61%	7.9M	504.8M	1.08M	+15.83%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.92%	4.53M	289.97M	934.21K	+25.94%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.51%	7.39M	470.43M	1.56M	+26.66%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.61%	7.91M	505.73M	-86.82K	-1.09%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	1.62%	7.96M	509.04M	257.84K	+3.35%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.04%	10.01M	640.01M	-220.77K	-2.16%
Jun 30, 2025	WEALTHFRONT ADVISERS LLC	2.71%	13.3M	850.21M	-3.59M	-21.24%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.19%	929.65K	59.44M	-18.5K	-1.95%
Jun 30, 2025	FIRST BUSINESS FINANCIAL SERVICES, INC.	0.19%	937.05K	59.91M	670	+0.07%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.3%	1.49M	95.27M	180.43K	+13.78%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.1%	512.29K	32.76M	14.5K	+2.91%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.13%	616.23K	40.19M	-6.67K	-1.07%
Jun 30, 2025	RITTER DANIHER FINANCIAL ADVISORY LLC / DE	0.12%	603.95K	38.62M	18.76K	+3.21%
Jun 30, 2025	AUTO-OWNERS INSURANCE CO	0.1%	514.5K	32.9M	287.2K	+126.35%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.1%	509.2K	32.56M	-9.27K	-1.79%
Jun 30, 2025	O'DELL GROUP, LLC	0.12%	593.77K	37.97M	-4.03K	-0.67%
Jun 30, 2025	LEGACY FINANCIAL STRATEGIES, LLC	0.12%	573.45K	36.67M	17.7K	+3.18%
Jun 30, 2025	SIGMA PLANNING CORP	0.16%	790.73K	50.56M	-18.37K	-2.27%
Jun 30, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.18%	892.8K	57.09M	64.69K	+7.81%
Jun 30, 2025	HORIZON INVESTMENTS, LLC	0.21%	1.02M	65.46M	516.48K	+101.82%
Jun 30, 2025	SEVEN SPRINGS WEALTH GROUP, LLC	0.22%	1.09M	69.44M	78.5K	+7.79%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.22%	1.1M	70.29M	128.29K	+13.21%
Jun 30, 2025	TD PRIVATE CLIENT WEALTH LLC	0.27%	1.31M	83.54M	183.89K	+16.38%
Jun 30, 2025	NORTHEAST FINANCIAL CONSULTANTS INC	0.3%	1.46M	93.38M	-8.81K	-0.60%
Jun 30, 2025	SMITH ANGLIN FINANCIAL, LLC	0.3%	1.47M	93.76M	49.33K	+3.48%
Jun 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.31%	1.52M	97.5M	17.37K	+1.15%
Jun 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.36%	1.78M	114.01M	17.13K	+0.97%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.46%	2.26M	144.44M	224.24K	+11.02%
Jun 30, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	0.16%	775.64K	49.59M	12.89K	+1.69%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	0.56%	2.74M	142.16K	2.74M	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.28%	6.3M	403.11M	142.2K	+2.31%
Jun 30, 2025	ROYAL BANK OF CANADA	1.31%	6.42M	410.59M	264.09K	+4.29%
Jun 30, 2025	VAUGHAN DAVID INVESTMENTS LLC/IL	0.11%	550.8K	35.22M	20.52K	+3.87%
Jun 30, 2025	WOLFF FINANCIAL MANAGEMENT LLC	0.11%	522.05K	33.38M	10.03K	+1.96%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.2%	985.56K	63.02M	447.21K	+83.07%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	1M	63.99M	17.79K	+1.81%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	1.31M	80.95M	-348.15K	-21.00%
Mar 31, 2025	FMR LLC	1.42%	6.79M	419.31M	-986.5K	-12.69%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.14%	10.23M	632.02M	174.42K	+1.73%
Mar 31, 2025	LPL FINANCIAL LLC	3.28%	15.7M	969.8M	941.31K	+6.38%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.67%	8M	494.01M	229.67K	+2.96%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.63%	3.01M	185.72M	-135.92K	-4.33%
Mar 31, 2025	TD PRIVATE CLIENT WEALTH LLC	0.23%	1.12M	69.36M	146.89K	+15.05%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.75%	3.6M	222.46M	-245.79K	-6.39%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.95%	4.52M	279.44M	131.36K	+2.99%
Mar 31, 2025	UBS GROUP AG	0.98%	4.67M	288.26M	-93.97K	-1.97%
Mar 31, 2025	BLACKROCK, INC.	1.13%	5.41M	334.22M	9.49K	+0.18%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.22%	5.84M	356.99M	1.61M	+38.17%
Mar 31, 2025	ROYAL BANK OF CANADA	1.29%	6.16M	380.41M	219.94K	+3.70%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.29%	6.16M	380.71M	-36.59K	-0.59%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.14%	685.79K	42.37M	97.29K	+16.53%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.15%	709.79K	43.85M	-5.08K	-0.71%
Mar 31, 2025		0.14%	664.28K	41.04M	664.28K	+100.00%
Mar 31, 2025	FIRST BUSINESS FINANCIAL SERVICES, INC.	0.2%	936.38K	57.85M	31.88K	+3.52%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.2%	948.15K	58.58M	-11.56K	-1.20%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.14%	660.1K	40.78M	10.55K	+1.62%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.2%	970.96K	59.99M	32.25K	+3.44%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	983K	60.73M	-21.16K	-2.11%
Mar 31, 2025	SEVEN SPRINGS WEALTH GROUP, LLC	0.21%	1.01M	62.25M	42.9K	+4.45%
Mar 31, 2025	SMITH ANGLIN FINANCIAL, LLC	0.3%	1.42M	87.55M	11.23K	+0.80%
Mar 31, 2025	NORTHEAST FINANCIAL CONSULTANTS INC	0.31%	1.47M	90.77M	20.77K	+1.43%
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.37%	1.77M	109.1M	28.29K	+1.63%
Mar 31, 2025	MARINER, LLC	0.6%	2.89M	178.45M	-161.87K	-5.31%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.69%	3.28M	202.85M	39.43K	+1.22%
Mar 31, 2025	CONSERVEST CAPITAL ADVISORS, INC.	0.14%	691.49K	42.72M	7.1K	+1.04%
Mar 31, 2025	SIGMA PLANNING CORP	0.17%	809.09K	49.99M	204.36K	+33.79%
Mar 31, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.17%	828.11K	48.68M	54.57K	+7.06%
Mar 31, 2025	PROVISE MANAGEMENT GROUP, LLC	0.27%	1.3M	80.46M	63.94K	+5.16%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	1.61%	7.7M	475.91M	207.81K	+2.77%
Mar 31, 2025	CORRECT CAPITAL WEALTH MANAGEMENT	0.16%	773.96K	47.82M	-12.85K	-1.63%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.24%	1.14M	70.51M	14.22K	+1.26%
Mar 31, 2025	LEDYARD NATIONAL BANK	0.25%	1.2M	74.17M	-202.71K	-14.45%
Mar 31, 2025	GRATUS WEALTH ADVISORS, LLC	0.25%	1.2M	74.18M	1.15K	+0.10%
Mar 31, 2025	STRATEGIES WEALTH ADVISORS, LLC	0.26%	1.24M	76.73M	36.83K	+3.06%
Mar 31, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.32%	1.51M	93.19M	-8.47K	-0.56%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.43%	2.03M	125.7M	32.89K	+1.64%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.43%	2.08M	128.41M	36.43K	+1.78%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.48%	2.32M	143.14M	69.07K	+3.07%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.78%	18.05M	1.12B	-211.86K	-1.16%
Mar 31, 2025	MORGAN STANLEY	3.88%	18.55M	1.15B	133.04K	+0.72%
Mar 31, 2025	JPMORGAN CHASE & CO	0.68%	3.23M	199.72M	-145.63K	-4.31%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.62%	7.75M	478.51M	55.06K	+0.72%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.43%	6.82M	421.76M	-512.35K	-6.98%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.99%	9.51M	587.38M	-1.15M	-10.82%
Mar 31, 2025	WEALTHFRONT ADVISERS LLC	3.53%	16.88M	3.07B	-452.56K	-2.61%
Mar 31, 2024	GRATUS WEALTH ADVISORS, LLC	0.2%	901.72K	49.87M	-113.97K	-11.22%
Mar 31, 2024	FIRST BUSINESS FINANCIAL SERVICES, INC.	0.2%	910.36K	52.86M	11.21K	+1.25%
Mar 31, 2024	STRATEGIC WEALTH PARTNERS, LTD.	0.2%	929.32K	53.96M	17.64K	+1.94%
Mar 31, 2024	PROVISE MANAGEMENT GROUP, LLC	0.22%	984.72K	57.17M	259.83K	+35.84%
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	0.22%	987.25K	57.32M	311.08K	+46.01%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.22%	1.02M	59.03M	-8.11K	-0.79%
Mar 31, 2024	STRATEGIES WEALTH ADVISORS, LLC	0.22%	1.02M	59.28M	50.67K	+5.22%
Mar 31, 2024	LWMG, LLC	0.23%	1.03M	59.53M	14.93K	+1.48%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.23%	1.03M	59.93M	-81.4K	-7.31%
Mar 31, 2024	SEVEN SPRINGS WEALTH GROUP, LLC	0.23%	1.06M	61.58M	-14.78K	-1.37%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.24%	1.2M	69.38M	62.68K	+5.54%
Mar 31, 2024	LEDYARD NATIONAL BANK	0.25%	1.15M	66.86M	63.18K	+5.80%
Mar 31, 2024	CWM, LLC	0.27%	1.21M	70.45M	-58.35K	-4.59%
Mar 31, 2024	NORTHEAST FINANCIAL CONSULTANTS INC	0.29%	1.34M	77.84M	-14.62K	-1.08%
Mar 31, 2024	AMERICAN TRUST	0.32%	1.45M	84.04M	1.45M	+100.00%
Mar 31, 2024	HORIZON INVESTMENTS, LLC	0.34%	1.55M	89.87M	595.99K	+62.61%
Mar 31, 2024	FIRST COMMAND ADVISORY SERVICES, INC.	0.34%	1.56M	90.38M	-36.05K	-2.26%
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.35%	1.59M	92.03M	99.2K	+6.68%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.39%	1.92M	111.62M	1.46M	+319.51%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.41%	2.02M	117.39M	46.8K	+2.37%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.46%	2.28M	132.22M	-1.01M	-30.71%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.48%	2.39M	138.76M	436.92K	+22.37%
Mar 31, 2024	MARINER, LLC	0.49%	2.21M	128.15M	-71.28K	-3.13%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.5%	2.47M	143.44M	-43.37K	-1.73%
Mar 31, 2024	JPMORGAN CHASE & CO	0.6%	2.98M	172.82M	-212.76K	-6.67%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.61%	3.02M	175.13M	48.36K	+1.63%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.67%	3.06M	177.44M	-108.03K	-3.41%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.68%	3.1M	179.7M	-339.13K	-9.88%
Mar 31, 2024	UBS GROUP AG	0.93%	4.6M	266.92M	-107.61K	-2.29%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.08%	5.33M	309.45M	77.08K	+1.47%
Mar 31, 2024	ROYAL BANK OF CANADA	1.15%	5.68M	329.84M	-4.59K	-0.08%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.23%	6.06M	351.71M	-13.01K	-0.21%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	1.55%	7.05M	409.6M	29.88K	+0.43%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.6%	7.88M	458.03M	-2.2M	-21.81%
Mar 31, 2024	BLACKROCK INC.	1.96%	9.66M	560.91M	2.35M	+32.23%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.59%	17.69M	1.03B	-443.19K	-2.44%
Mar 31, 2024	MORGAN STANLEY	3.83%	18.88M	1.1B	-674.03K	-3.45%
Mar 31, 2024	VAUGHAN DAVID INVESTMENTS LLC/IL	0.1%	503.5K	29.23M	13.46K	+2.75%
Mar 31, 2024	AUTO-OWNERS INSURANCE CO	0.1%	514.5K	29.87M	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.1%	515.19K	29.91M	-1.13M	-68.61%
Mar 31, 2024	RITTER DANIHER FINANCIAL ADVISORY LLC / DE	0.11%	527.09K	30.6M	6.07K	+1.16%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	534.6K	31.04M	534.6K	+100.00%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	542.45K	31.49M	-10.01K	-1.81%
Mar 31, 2024	O'DELL GROUP, LLC	0.12%	569.05K	33.04M	4.71K	+0.84%
Mar 31, 2024	ETFIDEA, LLC	0.12%	569.13K	33.04M	9.54K	+1.70%
Mar 31, 2024	CONFLUENCE WEALTH SERVICES, INC.	0.12%	614.62K	35.68M	61.58K	+11.13%
Mar 31, 2024	SMITH ANGLIN FINANCIAL, LLC	0.15%	715.69K	41.55M	46.29K	+6.92%
Mar 31, 2024	D'ORAZIO & ASSOCIATES, INC.	0.15%	720.96K	41.86M	-152.18K	-17.43%
Mar 31, 2024	CETERA ADVISORS LLC	0.16%	784.58K	45.55M	209.25K	+36.37%
Mar 31, 2024	MADISON WEALTH PARTNERS, INC	0.16%	784.75K	45.56M	14.86K	+1.93%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	942.31K	54.71M	55.5K	+6.26%
Mar 31, 2024		0.2%	901.72K	49.87M	-113.97K	-11.22%
Mar 31, 2024	SIGMA PLANNING CORP	0.19%	864.48K	50.19M	483.87K	+127.13%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.19%	861.7K	50.03M	-62.52K	-6.76%
Mar 31, 2024	BOGART WEALTH, LLC	0.18%	823.17K	47.79M	8.92K	+1.10%
Mar 31, 2024	CONSERVEST CAPITAL ADVISORS, INC.	0.18%	800.02K	46.45M	26.82K	+3.47%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.18%	797.74K	46.32M	-45.83K	-5.43%
Mar 31, 2024	LPL FINANCIAL LLC	2.41%	11.9M	691.09M	746.77K	+6.69%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.77%	8.71M	505.72M	-61.76K	-0.70%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.75%	8.64M	501.51M	94.51K	+1.11%
Mar 31, 2024	WEALTHFRONT ADVISERS LLC	1.65%	7.51M	435.94M	138.71K	+1.88%
Mar 31, 2024	FMR LLC	1.62%	8M	464.28M	-113.2K	-1.40%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	1.62%	7.97M	462.89M	-82.74K	-1.03%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.57%	7.13M	414.24M	7.13M	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.96%	18.13M	975.82M	-242.13K	-1.32%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	1.54%	7.02M	378.08M	183.41K	+2.68%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	1.33%	6.07M	326.73M	1.16M	+23.57%
Dec 31, 2023	ROYAL BANK OF CANADA	1.24%	5.69M	306M	84K	+1.50%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.15%	5.25M	282.7M	518.67K	+10.96%
Dec 31, 2023	UBS GROUP AG	1.03%	4.7M	253.22M	-395.61K	-7.76%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.75%	3.43M	184.83M	134.29K	+4.07%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.72%	3.29M	176.88M	-911.64K	-21.72%
Dec 31, 2023	JPMORGAN CHASE & CO	0.7%	3.19M	171.65M	441.29K	+16.06%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.69%	3.16M	170.3M	-244.94K	-7.18%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.65%	2.97M	159.67M	219.5K	+7.99%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.55%	2.51M	135.3M	715.49K	+39.78%
Dec 31, 2023	MARINER, LLC	0.5%	2.28M	122.62M	140.09K	+6.55%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.43%	1.98M	106.3M	64.24K	+3.36%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.43%	1.95M	105.11M	-4.5K	-0.23%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.36%	1.64M	89.1M	54.6K	+3.44%
Dec 31, 2023	FIRST COMMAND ADVISORY SERVICES, INC.	0.35%	1.59M	85.72M	-3.48K	-0.22%
Dec 31, 2023	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.32%	1.49M	79.97M	53.73K	+3.75%
Dec 31, 2023	NORTHEAST FINANCIAL CONSULTANTS INC	0.3%	1.36M	72.94M	-11.47K	-0.84%
Dec 31, 2023	CWM, LLC	0.28%	1.27M	68.44M	-123.98K	-8.88%
Dec 31, 2023	GRATUS CAPITAL LLC	0.26%	1.17M	62.89M	-46.35K	-3.81%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.25%	1.13M	60.94M	148.88K	+15.14%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.24%	1.11M	59.93M	-18.88K	-1.67%
Dec 31, 2023	LEDYARD NATIONAL BANK	0.24%	1.09M	58.58M	45.45K	+4.36%
Dec 31, 2023	SEVEN SPRINGS WEALTH GROUP, LLC	0.23%	1.08M	57.88M	-81.32K	-7.03%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.22%	1.02M	55.15M	-43.15K	-4.04%
Dec 31, 2023	LWMG, LLC	0.22%	1.01M	54.38M	27.94K	+2.84%
Dec 31, 2023		0.21%	970.28K	52.22M	58.29K	+6.39%
Dec 31, 2023	HORIZON INVESTMENTS, LLC	0.21%	951.94K	51.23M	951.87K	+1,464,416.92%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.2%	924.21K	49.74M	-13.09K	-1.40%
Dec 31, 2023	FIRST BUSINESS FINANCIAL SERVICES, INC.	0.2%	899.16K	48.39M	-1.14K	-0.13%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	886.82K	47.73M	-37.95K	-4.10%
Dec 31, 2023	D'ORAZIO & ASSOCIATES, INC.	0.19%	873.15K	46.99M	-134.77K	-13.37%
Dec 31, 2023	VESTMARK ADVISORY SOLUTIONS, INC.	0.18%	845.26K	45.49M	-45.97K	-5.16%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.18%	843.57K	45.4M	13.52K	+1.63%
Dec 31, 2023	BLACKROCK INC.	1.6%	7.31M	393.21M	6.35M	+662.24%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.18%	833.97K	44.88M	-9.58K	-1.14%
Dec 31, 2023	BOGART WEALTH, LLC	0.18%	814.26K	43.82M	14.78K	+1.85%
Dec 31, 2023	CONSERVEST CAPITAL ADVISORS, INC.	0.17%	773.2K	41.61M	19.39K	+2.57%
Dec 31, 2023	MADISON WEALTH PARTNERS, INC	0.17%	769.89K	41.44M	34.04K	+4.63%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.16%	733.47K	40.14M	-3.48K	-0.47%
Dec 31, 2023	PROVISE MANAGEMENT GROUP, LLC	0.16%	724.89K	39.01M	44.41K	+6.53%
Dec 31, 2023	MORGAN STANLEY	4.27%	19.55M	1.05B	592.49K	+3.13%
Dec 31, 2023	WEALTHFRONT ADVISERS LLC	1.61%	7.37M	396.63M	3.22M	+77.44%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	1.76%	8.06M	433.54M	-675.38K	-7.74%
Dec 31, 2023	FMR LLC	1.77%	8.11M	436.47M	397.69K	+5.16%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.87%	8.54M	459.8M	85.3K	+1.01%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.92%	8.77M	472.11M	-29.35K	-0.33%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	2.2%	10.08M	542.47M	219.47K	+2.23%
Dec 31, 2023	LPL FINANCIAL LLC	2.44%	11.16M	600.43M	529.37K	+4.98%

Frequently Asked Questions