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

Who are the major shareholders selling iShares ESG Aware MSCI USA Small-Cap ETF stock?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, in the last quarter, reduced its stake in ESML by -1.37% restricting it's holding to 87.78 thousand shares of worth nearly $4.80M. SAVANT CAPITAL, LLC also lessened -10.64% of the ESML shares from its portfolio, reducing its holding to 87.22 thousand shares of worth $4.88M. PATHSTONE HOLDINGS, LLC also shunned ESML shares holding by -39.89% last quarter which brought its holding to 277.45 thousand shares worth $15.52M.

Investors who are buying ESML stock?

As per its latest 13F filing, UBS GROUP AG increased its stake in ESML by 4.35% in the last quarter. The institutional holder raised its holding to 536.03 thousand shares having worth more than $29.98M. MODERA WEALTH MANAGEMENT, LLC also added 0.32% more shares of ESML to its portfolio, raising its holding to 288.3 thousand shares of worth $16.12M. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO also increased its ESML shares holding by 2.17% which brought its holding to 621.44 thousand shares worth $34.76M.

ESML's major insiders: who are they?

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

Did an insider recently sell ESML stock?

Company executives, directors, and other insiders own N/A percent of iShares ESG Aware MSCI USA Small-Cap ETF's stock. Within the last six months, there have been 0 transaction(s) in which ESML insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased ESML stock?

There have been 0 transaction(s) during the past 6-months in which iShares ESG Aware MSCI USA Small-Cap ETF insiders have bought stock, totalling 0 shares

How much of ESML does insiders own?

Around 0 iShares ESG Aware MSCI USA Small-Cap ETF shares are held by insiders, which represents about N/A of ESML stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in ESML?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is the largest institutional owner in ESML which holds 87.78 thousand shares worth $4.80M or 0.2% of the total ESML shares outstanding followed by SAVANT CAPITAL, LLC with ownership of 87.22 thousand shares representing 0.2% of the ESML ownership. UBS GROUP AG is the third largest stakeholder with 536.03 thousand shares or 1.22% of the ownership worth more than $29.98M.

Is iShares ESG Aware MSCI USA Small-Cap 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 ESML is concerned, it is a stock which is optionable.

Is there a short position on ESML's shares?

Number of ESML 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 ESML shares are there?

As of today, null shares of ESML are outstanding.

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

ESML 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 ESML is null.

iShares ESG Aware MSCI USA Small-Cap ETF (ESML) 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. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is the top corporate investor, holding 87.78K shares valued at $4.80M. A 0.2% stake in iShares ESG Aware MSCI USA Small-Cap ETF is owned by the company. SAVANT CAPITAL, LLC owns 87.22K shares valued at $4.88M, which translates its holding of 0.2% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.2%	87.78K	4.8M	-1.22K	-1.37%
Jun 30, 2026	SAVANT CAPITAL, LLC	0.2%	87.22K	4.88M	-10.39K	-10.64%
Jun 30, 2026	UBS GROUP AG	1.22%	536.03K	29.98M	22.32K	+4.35%
Jun 30, 2026	MODERA WEALTH MANAGEMENT, LLC	0.66%	288.3K	16.12M	922	+0.32%
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	0.63%	277.45K	15.52M	-184.08K	-39.89%
Jun 30, 2026	WEALTH ARCHITECTS, LLC	0.63%	277.44K	15.52M	-5.7K	-2.01%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.42%	621.44K	34.76M	13.19K	+2.17%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.6%	265.48K	14.85M	3.45K	+1.32%
Jun 30, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.59%	260.27K	14.56M	-2.26K	-0.86%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.58%	253.06K	14.15M	29.18K	+13.03%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.43%	187.23K	10.47M	39.31K	+26.58%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.42%	184.72K	10.33M	2.68K	+1.47%
Jun 30, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	0.33%	144.77K	8.1M	-6.21K	-4.11%
Jun 30, 2026	ACORNS ADVISERS, LLC	1.46%	639.45K	35.76M	-1.8K	-0.28%
Jun 30, 2026	ROYAL BANK OF CANADA	1.22%	537.22K	30.05M	-7.17K	-1.32%
Jun 30, 2026	LPL FINANCIAL LLC	1.15%	506.21K	28.31M	75.47K	+17.52%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.08%	472.42K	26.68M	-9.43K	-1.96%
Jun 30, 2026	SAND HILL GLOBAL ADVISORS, LLC	1.04%	457.07K	25.56M	-15.34K	-3.25%
Jun 30, 2026	SEI INVESTMENTS CO	1.03%	450.96K	25.22M	-2.38K	-0.52%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.89%	391.01K	21.87M	9.14K	+2.39%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.79%	346.26K	19.37M	16.52K	+5.01%
Jun 30, 2026	ACCREDITED INVESTORS INC.	0.69%	302.15K	16.9M	2.96K	+0.99%
Jun 30, 2026	FLPUTNAM INVESTMENT MANAGEMENT CO	0.38%	167.16K	9.36M	-9.64K	-5.45%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.38%	165.55K	9.26M	49.64K	+42.82%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.27%	119.44K	6.68M	6.64K	+5.89%
Jun 30, 2026	ALASKA WEALTH ADVISORS	0.26%	114.63K	6.41M	-4.69K	-3.93%
Jun 30, 2026	APELLA CAPITAL, LLC	0.25%	109.62K	5.96M	2.16K	+2.01%
Jun 30, 2026	BAILARD, INC.	0.4%	176.75K	9.89M	-2.95K	-1.64%
Jun 30, 2026	TIAA WEALTH INVESTMENT MANAGEMENT LLC	2.34%	1.03M	56.9M	1.63K	+0.16%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.37%	163.12K	9.02M	24.73K	+17.87%
Jun 30, 2026	NORTHROCK PARTNERS, LLC	0.31%	137.77K	7.71M	-629	-0.45%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	122.9K	6.87M	-55.15K	-30.98%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	20.12%	8.83M	493.97M	6.77M	+327.73%
Jun 30, 2026	BETTERMENT LLC	4.05%	1.78M	99.34M	-13.14K	-0.73%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	2.64%	1.16M	64.86M	1.73K	+0.15%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.54%	674.3K	37.71M	-47.13K	-6.53%
Jun 30, 2026	FMR LLC	7.94%	3.49M	194.92M	246.25K	+7.60%
Jun 30, 2026	NORTHERN TRUST CORP	4.9%	2.15M	120.33M	44.26K	+2.10%
Jun 30, 2026	CREATIVE PLANNING	3.62%	1.59M	88.93M	21.75K	+1.39%
Jun 30, 2026		2.34%	1.03M	56.9M	1.63K	+0.16%
Jun 30, 2026	FIDUCIARY TRUST CO	1.94%	853.55K	47.74M	-668	-0.08%
Jun 30, 2026	M&T BANK CORP	1.83%	804.01K	44.97M	29.12K	+3.76%
Jun 30, 2026	VONTOBEL HOLDING LTD.	1.82%	800K	44.74M	0	0
Jun 30, 2026	BLACKROCK, INC.	1.54%	677.36K	37.88M	-66.48K	-8.94%
Jun 30, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1.48%	650.27K	36.37M	-58.72K	-8.28%
Jun 30, 2026	MISSION WEALTH MANAGEMENT, LP	0.39%	172.99K	9.68M	6.49K	+3.90%
Jun 30, 2026	REGATTA CAPITAL GROUP, LLC	0.31%	136.23K	7.62M	4.43K	+3.36%
Jun 30, 2026	STANICH GROUP LLC	0.31%	135.26K	7.57M	4.96K	+3.80%
Jun 30, 2026	ALESCO ADVISORS LLC	0.3%	133.6K	7.47M	-8.69K	-6.11%
Jun 30, 2026	MATHER GROUP, LLC.	0.28%	123.86K	6.93M	11.68K	+10.41%
Jun 30, 2026	GEMMER ASSET MANAGEMENT LLC	0.24%	107.26K	6M	3.27K	+3.15%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.24%	107.25K	6M	1.39K	+1.31%
Jun 30, 2026	REGIONS FINANCIAL CORP	0.24%	105.92K	5.92M	-37.6K	-26.20%
Jun 30, 2026	BLUESTEM FINANCIAL ADVISORS, LLC	0.23%	101.06K	5.65M	1.54K	+1.55%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.23%	100.21K	5.6M	100.21K	+100.00%
Jun 30, 2026	CBIZ INVESTMENT ADVISORY SERVICES, LLC	0.23%	99.94K	4.7M	0	0
Jun 30, 2026	MARINER, LLC	0.22%	97.43K	5.45M	1.36K	+1.42%
Jun 30, 2026	MORGAN STANLEY	0.2%	88.49K	4.95M	27.89K	+46.02%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.68%	296.36K	16.58M	-11.65K	-3.78%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.42%	182.42K	10.2M	26.85K	+17.26%
Jun 30, 2026	ALLY INVEST ADVISORS INC.	0.33%	144.26K	8.07M	-350	-0.24%
Mar 31, 2026	MODERA WEALTH MANAGEMENT, LLC	0.65%	287.38K	13.51M	1.1K	+0.38%
Mar 31, 2026	ACCREDITED INVESTORS INC.	0.68%	299.19K	14.07M	-1.76K	-0.58%
Mar 31, 2026	TFC FINANCIAL MANAGEMENT, INC.	0.18%	78.83K	3.71M	74.99K	+1,952.84%
Mar 31, 2026	PLUM STREET ADVISORS, LLC	0.18%	80.4K	3.78M	-822	-1.01%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	89K	4.23M	-60.65K	-40.53%
Mar 31, 2026	MARINER, LLC	0.22%	96.06K	4.52M	17.44K	+22.19%
Mar 31, 2026	SAVANT CAPITAL, LLC	0.22%	97.61K	4.59M	-3.83K	-3.78%
Mar 31, 2026	BLUESTEM FINANCIAL ADVISORS, LLC	0.23%	99.52K	4.68M	843	+0.85%
Mar 31, 2026	CBIZ INVESTMENT ADVISORY SERVICES, LLC	0.23%	99.94K	4.7M	99.94K	+100.00%
Mar 31, 2026	GEMMER ASSET MANAGEMENT LLC	0.24%	103.99K	4.89M	11.22K	+12.10%
Mar 31, 2026	APELLA CAPITAL, LLC	0.26%	107.47K	5.51M	23.45K	+27.91%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.26%	115.91K	5.45M	18.21K	+18.64%
Mar 31, 2026	MATHER GROUP, LLC.	0.27%	112.18K	5.27M	26	+0.02%
Mar 31, 2026	ALASKA WEALTH ADVISORS	0.27%	119.31K	5.61M	-733	-0.61%
Mar 31, 2026	REGIONS FINANCIAL CORP	0.33%	143.52K	6.75M	319	+0.22%
Mar 31, 2026	ALLY INVEST ADVISORS INC.	0.33%	144.61K	6.8M	1.98K	+1.39%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.34%	147.92K	6.95M	18.93K	+14.68%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.7%	308.01K	14.48M	2.36K	+0.77%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.87%	381.87K	17.96M	50.6K	+15.27%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	1.05%	461.53K	21.7M	-2.21K	-0.48%
Mar 31, 2026	ROYAL BANK OF CANADA	1.24%	544.39K	25.6M	20.49K	+3.91%
Mar 31, 2026	STANICH GROUP LLC	0.3%	130.31K	6.13M	3.96K	+3.14%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.31%	137.06K	6.44M	135.12K	+6,968.54%
Mar 31, 2026	REGATTA CAPITAL GROUP, LLC	0.3%	131.8K	6.2M	6.17K	+4.91%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.32%	138.38K	6.38M	27.04K	+24.29%
Mar 31, 2026	NORTHROCK PARTNERS, LLC	0.32%	138.4K	6.51M	1.41K	+1.03%
Mar 31, 2026	ALESCO ADVISORS LLC	0.32%	142.29K	6.69M	-5.94K	-4.01%
Mar 31, 2026	LPL FINANCIAL LLC	0.98%	430.74K	20.25M	42.91K	+11.06%
Mar 31, 2026	SEI INVESTMENTS CO	1.03%	453.34K	21.32M	-829	-0.18%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.64%	721.43K	33.92M	33.17K	+4.82%
Mar 31, 2026	BLACKROCK, INC.	1.69%	743.84K	34.98M	23.62K	+3.28%
Mar 31, 2026	VONTOBEL HOLDING LTD.	1.82%	800K	37.62M	-30K	-3.61%
Mar 31, 2026	FIDUCIARY TRUST CO	1.95%	854.22K	40.17M	-7.19K	-0.84%
Mar 31, 2026		2.33%	1.02M	46.74M	1.02M	+100.00%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	2.64%	1.16M	54.44M	24.64K	+2.17%
Mar 31, 2026	CREATIVE PLANNING	3.57%	1.57M	73.74M	21.96K	+1.42%
Mar 31, 2026	BETTERMENT LLC	4.08%	1.79M	84.13M	5.84K	+0.33%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	4.7%	2.06M	97.09M	241.34K	+13.23%
Mar 31, 2026	NORTHERN TRUST CORP	4.8%	2.11M	99.08M	42.52K	+2.06%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.26%	112.79K	5.3M	-1.46K	-1.27%
Mar 31, 2026	FMR LLC	7.38%	3.24M	152.29M	305.06K	+10.40%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.75%	329.74K	15.5M	43.21K	+15.08%
Mar 31, 2026	SAND HILL GLOBAL ADVISORS, LLC	1.08%	472.4K	22.21M	-2.19K	-0.46%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.11%	481.84K	22.66M	-92.06K	-16.04%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.39%	608.25K	28.6M	24.35K	+4.17%
Mar 31, 2026	M&T BANK CORP	1.42%	621.61K	29.23M	-65.07K	-9.48%
Mar 31, 2026	ACORNS ADVISERS, LLC	1.46%	641.25K	30.15M	-7.59K	-1.17%
Mar 31, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1.62%	708.99K	33.34M	708.99K	+100.00%
Mar 31, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	0.34%	150.98K	7.1M	-861	-0.57%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.35%	155.57K	7.31M	-2.92K	-1.84%
Mar 31, 2026	MISSION WEALTH MANAGEMENT, LP	0.38%	166.5K	7.83M	-2.64K	-1.56%
Mar 31, 2026	FLPUTNAM INVESTMENT MANAGEMENT CO	0.4%	176.8K	8.31M	-24.11K	-12.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.41%	178.05K	8.37M	-7.37K	-3.97%
Mar 31, 2026	BAILARD, INC.	0.41%	179.7K	8.45M	-775	-0.43%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.41%	182.05K	8.56M	11.84K	+6.95%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.51%	223.88K	10.53M	-6K	-2.61%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.6%	262.03K	12.32M	192.54K	+277.11%
Mar 31, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.6%	262.53K	12.34M	-5.24K	-1.96%
Mar 31, 2026	UBS GROUP AG	1.17%	513.7K	24.15M	51.03K	+11.03%
Mar 31, 2026	WEALTH ARCHITECTS, LLC	0.64%	283.14K	13.31M	3.23K	+1.16%
Dec 31, 2025	VISION CAPITAL MANAGEMENT, INC.	0.17%	72.08K	3.31M	-339	-0.47%
Dec 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.34%	151.84K	6.98M	5.61K	+3.84%
Dec 31, 2025	REGIONS FINANCIAL CORP	0.34%	143.2K	6.58M	6.19K	+4.52%
Dec 31, 2025	LPL FINANCIAL LLC	0.86%	387.83K	17.83M	130.31K	+50.60%
Dec 31, 2025	UBS GROUP AG	1.02%	462.68K	21.27M	10.72K	+2.37%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.28%	573.9K	26.39M	76.49K	+15.38%
Dec 31, 2025	ACORNS ADVISERS, LLC	1.44%	648.84K	29.83M	14.15K	+2.23%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.35%	158.49K	7.29M	20.63K	+14.97%
Dec 31, 2025	ALESCO ADVISORS LLC	0.35%	148.23K	6.82M	247	+0.17%
Dec 31, 2025	ACCREDITED INVESTORS INC.	0.65%	300.95K	13.84M	-1.16K	-0.38%
Dec 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.64%	267.77K	12.31M	355	+0.13%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.66%	305.65K	14.05M	7.52K	+2.52%
Dec 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.68%	286.28K	13.16M	6.61K	+2.36%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.22%	97.71K	4.49M	-20.63K	-17.43%
Dec 31, 2025	GEMMER ASSET MANAGEMENT LLC	0.22%	92.77K	4.27M	92.77K	+100.00%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.22%	100.34K	4.61M	100.05K	+34,261.99%
Dec 31, 2025	SAVANT CAPITAL, LLC	0.23%	101.44K	4.66M	-28.64K	-22.02%
Dec 31, 2025	BLUESTEM FINANCIAL ADVISORS, LLC	0.24%	98.67K	4.54M	1.24K	+1.27%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.25%	111.34K	5.12M	11.79K	+11.85%
Dec 31, 2025	MATHER GROUP, LLC.	0.25%	112.15K	5.16M	2.76K	+2.52%
Dec 31, 2025	INTEGRIS WEALTH MANAGEMENT, LLC	0.17%	73.02K	3.36M	-271	-0.37%
Dec 31, 2025	MARINER, LLC	0.17%	78.62K	3.61M	-9.84K	-11.13%
Dec 31, 2025	GRADIENT INVESTMENTS LLC	0.18%	74.11K	3.41M	4.95K	+7.16%
Dec 31, 2025	QUENT CAPITAL, LLC	0.18%	74.95K	3.45M	1.07K	+1.45%
Dec 31, 2025	QUENT LONG SHORT GLOBAL SMALL CAP FUND, LP	0.18%	74.95K	3.45B	74.95K	+100.00%
Dec 31, 2025		0.19%	80.15K	3.69B	80.15K	+100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.29%	128.99K	5.93M	-10.07K	-7.24%
Dec 31, 2025	LITMAN GREGORY WEALTH MANAGEMENT LLC	0.3%	134.65K	6.19M	-7.38K	-5.20%
Dec 31, 2025	ROYAL BANK OF CANADA	1.16%	523.9K	24.09M	22.64K	+4.52%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.73%	331.28K	15.23M	14.84K	+4.69%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.25%	112.81K	5.19M	1.94K	+1.75%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.25%	114.25K	5.25M	16.15K	+16.46%
Dec 31, 2025	ALASKA WEALTH ADVISORS	0.27%	120.05K	5.52M	-481	-0.40%
Dec 31, 2025	NORTHROCK PARTNERS, LLC	0.3%	136.99K	6.3M	127.64K	+1,365.13%
Dec 31, 2025	ALLY INVEST ADVISORS INC.	0.32%	142.63K	6.56M	-246	-0.17%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.36%	149.65K	7.18M	20.51K	+15.88%
Dec 31, 2025	MISSION WEALTH MANAGEMENT, LP	0.37%	169.15K	7.78M	-4.6K	-2.65%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.38%	170.21K	7.83M	107.66K	+172.12%
Dec 31, 2025	REGATTA CAPITAL GROUP, LLC	0.3%	125.63K	5.78M	3.88K	+3.18%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.4%	185.42K	8.53M	3.65K	+2.01%
Dec 31, 2025	BAILARD, INC.	0.43%	180.47K	8.3M	-2.63K	-1.44%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.44%	182.89K	8.41M	42.5K	+30.27%
Dec 31, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.45%	200.91K	9.24M	-7.53K	-3.61%
Dec 31, 2025	SIGFIG WEALTH MANAGEMENT, LLC	0.47%	197.89K	9.1M	-2.61K	-1.30%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.51%	229.89K	10.57M	229.89K	+100.00%
Dec 31, 2025	WEALTH ARCHITECTS, LLC	0.62%	279.91K	12.87M	22.69K	+8.82%
Dec 31, 2025	VONTOBEL HOLDING LTD.	1.85%	830K	38.16M	-50K	-5.68%
Dec 31, 2025	M&T BANK CORP	1.64%	686.68K	31.57M	7.68K	+1.13%
Dec 31, 2025	BLACKROCK, INC.	1.59%	720.22K	33.12M	8.95K	+1.26%
Dec 31, 2025	SAND HILL GLOBAL ADVISORS, LLC	1.06%	474.59K	21.82M	173.09K	+57.41%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	1.03%	463.74K	21.32M	-147	-0.03%
Dec 31, 2025	SEI INVESTMENTS CO	1.01%	454.17K	20.88M	9.01K	+2.02%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.63%	286.52K	13.17M	3.47K	+1.23%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.52%	688.27K	31.65M	103.75K	+17.75%
Dec 31, 2025	FIDUCIARY TRUST CO	1.91%	861.41K	39.61M	-7.41K	-0.85%
Dec 31, 2025	STANICH GROUP LLC	0.3%	126.34K	5.81M	3.98K	+3.25%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	2.71%	1.13M	52.11M	-119.09K	-9.51%
Dec 31, 2025	CREATIVE PLANNING	3.44%	1.55M	71.1M	72.99K	+4.95%
Dec 31, 2025	BETTERMENT LLC	3.95%	1.78M	82M	2.68K	+0.15%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.03%	1.82M	83.85M	69.25K	+3.95%
Dec 31, 2025	NORTHERN TRUST CORP	4.59%	2.06M	94.93M	46.84K	+2.32%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	4.79%	2.15M	99.39M	-75.25K	-3.38%
Dec 31, 2025	FMR LLC	6.53%	2.93M	134.89M	311.41K	+11.88%
Dec 31, 2025	APELLA CAPITAL, LLC	0.2%	84.02K	3.86M	6.63K	+8.57%
Dec 31, 2025	INVERA WEALTH ADVISORS, LLC	0.2%	84.03K	3.86M	-1.48K	-1.74%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.3%	583.9K	26.85M	20.94K	+3.72%
Dec 31, 2025	ECIO, INC.	0.17%	71.5K	3.29M	-1.13K	-1.56%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.25%	110.88K	5M	-15	-0.01%
Sep 30, 2025	FMR LLC	5.92%	2.62M	118.21M	264.59K	+11.22%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	2.83%	1.25M	56.46M	-70.75K	-5.35%
Sep 30, 2025	VONTOBEL HOLDING LTD.	1.99%	880K	39.67M	0	0
Sep 30, 2025	NORTHERN TRUST CORP	4.55%	2.02M	90.96M	-24.87K	-1.22%
Sep 30, 2025	CREATIVE PLANNING	3.32%	1.47M	66.42M	-25.69K	-1.71%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.71%	316.43K	14.26M	111.56K	+54.45%
Sep 30, 2025	ACORNS ADVISERS, LLC	1.43%	634.69K	28.61M	10.76K	+1.72%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.12%	497.41K	22.47M	-35.14K	-6.60%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	1.05%	463.88K	20.91M	-9.04K	-1.91%
Sep 30, 2025	UBS GROUP AG	1.02%	451.96K	20.37M	-5.81K	-1.27%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.67%	298.12K	13.44M	217	+0.07%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.64%	283.06K	12.76M	-108.46K	-27.70%
Sep 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.63%	279.66K	12.61M	-3.76K	-1.33%
Sep 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.6%	267.42K	12.06M	6.5K	+2.49%
Sep 30, 2025	LPL FINANCIAL LLC	0.58%	257.51K	11.61M	7.93K	+3.18%
Sep 30, 2025	BAILARD, INC.	0.41%	183.1K	8.25M	-3.37K	-1.81%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.41%	181.76K	8.19M	-43.72K	-19.39%
Sep 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.39%	173.75K	7.83M	17.01K	+10.85%
Sep 30, 2025	ALASKA WEALTH ADVISORS	0.27%	120.53K	5.43M	-11.29K	-8.57%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.27%	118.33K	5.33M	-64.25K	-35.19%
Sep 30, 2025	MOSS ADAMS WEALTH ADVISORS LLC	0.21%	91.99K	4.15M	2.82K	+3.17%
Sep 30, 2025	INVERA WEALTH ADVISORS, LLC	0.19%	85.52K	3.86M	-1.17K	-1.35%
Sep 30, 2025	APELLA CAPITAL, LLC	0.17%	77.39K	3.48M	6.29K	+8.84%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.17%	75.69K	3.41M	-428	-0.56%
Sep 30, 2025	QUENT CAPITAL, LLC	0.17%	73.88K	3.33M	1.35K	+1.86%
Sep 30, 2025	INTEGRIS WEALTH MANAGEMENT, LLC	0.17%	73.29K	3.3M	-762	-1.03%
Sep 30, 2025	ECIO, INC.	0.16%	72.64K	3.27M	5.3K	+7.86%
Sep 30, 2025	VISION CAPITAL MANAGEMENT, INC.	0.16%	72.42K	3.26M	-5.14K	-6.62%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0.16%	70.94K	3.2M	-31.7K	-30.88%
Sep 30, 2025	GRADIENT INVESTMENTS LLC	0.16%	69.16K	3.12M	-535	-0.77%
Sep 30, 2025	CLARIUS GROUP, LLC	0.15%	68.68K	3.1M	-116	-0.17%
Sep 30, 2025	M&T BANK CORP	1.53%	679K	30.61M	-2.93K	-0.43%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.27%	562.96K	25.38M	20.69K	+3.81%
Sep 30, 2025	ROYAL BANK OF CANADA	1.13%	501.26K	22.6M	36.08K	+7.76%
Sep 30, 2025	SAND HILL GLOBAL ADVISORS, LLC	0.68%	301.51K	13.59M	-2.73K	-0.90%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.29%	130.09K	5.86M	-4.48K	-3.33%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.29%	129.14K	5.85M	4.22K	+3.38%
Sep 30, 2025	STANICH GROUP LLC	0.28%	122.37K	5.52M	3.14K	+2.64%
Sep 30, 2025	REGATTA CAPITAL GROUP, LLC	0.27%	121.75K	5.49M	2.43K	+2.03%
Sep 30, 2025	WILLOW CREEK WEALTH MANAGEMENT INC.	0.25%	109.29K	4.93M	-197	-0.18%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	5.02%	2.23M	100.18M	25.26K	+1.15%
Sep 30, 2025	BETTERMENT LLC	4.02%	1.78M	80.28M	33.57K	+1.92%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.96%	1.75M	79.08M	-28.83K	-1.62%
Sep 30, 2025	WEALTH ARCHITECTS, LLC	0.58%	257.22K	11.6M	9.93K	+4.01%
Sep 30, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.47%	208.44K	9.4M	-374.94K	-64.27%
Sep 30, 2025	SIGFIG WEALTH MANAGEMENT, LLC	0.45%	200.5K	9.02M	-55.27K	-21.61%
Sep 30, 2025	ALESCO ADVISORS LLC	0.33%	147.98K	6.67M	-13.93K	-8.60%
Sep 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.33%	146.23K	6.59M	2.35K	+1.63%
Sep 30, 2025	ALLY INVEST ADVISORS INC.	0.32%	142.87K	6.44M	2.17K	+1.54%
Sep 30, 2025	LITMAN GREGORY WEALTH MANAGEMENT LLC	0.32%	142.04K	6.4M	-16.86K	-10.61%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.32%	140.39K	6.33M	6.12K	+4.55%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.31%	139.06K	6.27M	-152.03K	-52.23%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	137.86K	6.21M	15.95K	+13.09%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.32%	584.51K	26.35M	-496.99K	-45.95%
Sep 30, 2025	SEI INVESTMENTS CO	1%	445.16K	20.07M	12.89K	+2.98%
Sep 30, 2025	MATHER GROUP, LLC.	0.25%	109.39K	4.93M	-213	-0.19%
Sep 30, 2025	ACCREDITED INVESTORS INC.	0.68%	302.11K	13.62M	-20.6K	-6.38%
Sep 30, 2025	REGIONS FINANCIAL CORP	0.31%	137.01K	6.18M	17.42K	+14.57%
Sep 30, 2025	FIDUCIARY TRUST CO	1.96%	868.83K	39.17M	-24.52K	-2.74%
Sep 30, 2025	BLACKROCK, INC.	1.6%	711.27K	32.06M	56.5K	+8.63%
Sep 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.26%	114.59K	5.17M	485	+0.43%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.22%	98.1K	4.42M	11.85K	+13.74%
Sep 30, 2025	BLUESTEM FINANCIAL ADVISORS, LLC	0.22%	97.43K	4.39M	972	+1.01%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.22%	99.55K	4.48M	10.64K	+11.97%
Jun 30, 2025	REGATTA CAPITAL GROUP, LLC	0.28%	119.33K	4.93M	6.51K	+5.77%
Jun 30, 2025	ACCREDITED INVESTORS INC.	0.75%	322.71K	13.34M	-29.25K	-8.31%
Jun 30, 2025	STANICH GROUP LLC	0.28%	119.23K	5.06M	8.57K	+7.75%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.91%	391.51K	16.18M	23.98K	+6.52%
Jun 30, 2025	SEI INVESTMENTS CO	1.01%	432.27K	17.87M	29.1K	+7.22%
Jun 30, 2025	UBS GROUP AG	1.07%	457.76K	18.92M	11.62K	+2.61%
Jun 30, 2025	ROYAL BANK OF CANADA	1.08%	465.18K	19.23M	8.85K	+1.94%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	1.1%	472.93K	19.55M	-50.79K	-9.70%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.24%	532.55K	22.08M	-108.79K	-16.96%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.26%	542.27K	22.41M	41.47K	+8.28%
Jun 30, 2025	ACORNS ADVISERS, LLC	1.45%	623.94K	25.79M	88.26K	+16.48%
Jun 30, 2025	BLACKROCK, INC.	1.53%	654.77K	27.06M	-1.68K	-0.26%
Jun 30, 2025	VONTOBEL HOLDING LTD.	2.05%	880K	36.37M	80K	+10.00%
Jun 30, 2025	FIDUCIARY TRUST CO	2.08%	893.35K	36.92M	-79.98K	-8.22%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.52%	1.08M	44.7M	12.63K	+1.18%
Jun 30, 2025	CREATIVE PLANNING	3.49%	1.5M	61.95M	44.6K	+3.07%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.43%	182.58K	7.55M	-15.13K	-7.65%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	3.08%	1.32M	54.68B	-287.28K	-17.84%
Jun 30, 2025	BETTERMENT LLC	4.07%	1.75M	72.21M	118.67K	+7.29%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.16%	1.78M	73.7M	76.68K	+4.49%
Jun 30, 2025	NORTHERN TRUST CORP	4.76%	2.04M	84.42M	-108.38K	-5.04%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	5.13%	2.2M	90.9M	-243.72K	-9.97%
Jun 30, 2025	FMR LLC	5.5%	2.36M	97.45M	90.03K	+3.97%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.53%	225.48K	9.32M	32.54K	+16.87%
Jun 30, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	1.36%	583.38K	24.11M	-731.36K	-55.63%
Jun 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.27%	114.1K	4.72M	887	+0.78%
Jun 30, 2025	LITMAN GREGORY WEALTH MANAGEMENT LLC	0.37%	158.89K	6.57M	-5.41K	-3.29%
Jun 30, 2025	WEALTH ARCHITECTS, LLC	0.58%	247.29K	10.22M	25.13K	+11.31%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.26%	110.89K	4.66M	-59.7K	-35.00%
Jun 30, 2025	REGIONS FINANCIAL CORP	0.28%	119.59K	4.94M	-709	-0.59%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.29%	124.92K	5.31M	-498	-0.40%
Jun 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.37%	156.74K	6.48M	50.75K	+47.89%
Jun 30, 2025	ALESCO ADVISORS LLC	0.38%	161.91K	6.69M	6.47K	+4.16%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.48%	204.87K	8.47M	204.71K	+127,945.63%
Jun 30, 2025	LPL FINANCIAL LLC	0.58%	249.58K	10.32M	33.22K	+15.36%
Jun 30, 2025	SIGFIG WEALTH MANAGEMENT, LLC	0.6%	255.76K	10.57M	16.85K	+7.05%
Jun 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.66%	283.43K	11.71M	-2.88K	-1.01%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.69%	297.91K	12.31M	-21.93K	-6.86%
Jun 30, 2025	SAND HILL GLOBAL ADVISORS, LLC	0.71%	304.24K	12.57M	-10.13K	-3.22%
Jun 30, 2025	PARKSIDE ADVISORS LLC	0.27%	117.43K	4.85M	-1.02K	-0.86%
Jun 30, 2025		0.28%	119.23K	5.06M	8.57K	+7.75%
Jun 30, 2025	ALASKA WEALTH ADVISORS	0.31%	131.82K	5.45M	15.48K	+13.31%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.31%	134.28K	5.55M	-7.59K	-5.35%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.31%	134.57K	5.56M	-17.57K	-11.55%
Jun 30, 2025	ALLY INVEST ADVISORS INC.	0.33%	140.7K	5.82M	7.46K	+5.60%
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.34%	143.88K	5.95M	16.95K	+13.35%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.49%	209.75K	8.67M	4.64K	+2.26%
Jun 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.61%	260.92K	10.78M	3.52K	+1.37%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.68%	291.09K	12.03M	26.03K	+9.82%
Jun 30, 2025	M&T BANK CORP	1.59%	681.93K	28.18M	25.6K	+3.90%
Jun 30, 2025	APELLA CAPITAL, LLC	0.17%	71.1K	2.99M	2.74K	+4.00%
Jun 30, 2025	QUENT CAPITAL, LLC	0.17%	72.53K	3M	10.9K	+17.68%
Jun 30, 2025	INTEGRIS WEALTH MANAGEMENT, LLC	0.17%	74.05K	3.06M	2.38K	+3.32%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.18%	76.12K	3.15M	5.32K	+7.52%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.18%	76.24K	3.15M	-2.49K	-3.16%
Jun 30, 2025	VISION CAPITAL MANAGEMENT, INC.	0.18%	77.55K	3.21M	8.66K	+12.57%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.2%	86.25K	3.56M	5.44K	+6.74%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.21%	88.91K	3.67M	7.48K	+9.18%
Jun 30, 2025	MOSS ADAMS WEALTH ADVISORS LLC	0.21%	89.17K	3.69M	1.83K	+2.09%
Jun 30, 2025	BLUESTEM FINANCIAL ADVISORS, LLC	0.22%	96.46K	3.99M	1.03K	+1.08%
Jun 30, 2025	WRAPMANAGER INC	0.23%	99.27K	4.1M	-3.58K	-3.48%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	0.24%	102.64K	4.24M	74.13K	+260.00%
Jun 30, 2025	WILLOW CREEK WEALTH MANAGEMENT INC.	0.26%	109.49K	4.53M	3.5K	+3.31%
Jun 30, 2025	MATHER GROUP, LLC.	0.26%	109.61K	4.53M	1.93K	+1.79%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.28%	121.91K	5.04M	-28.26K	-18.82%
Jun 30, 2025	BAILARD, INC.	0.43%	186.48K	7.71M	3.79K	+2.08%
Mar 31, 2025	FMR LLC	5.41%	2.27M	87.1M	1.13M	+99.17%
Mar 31, 2025	PARKSIDE ADVISORS LLC	0.28%	118.45K	4.55M	1.49K	+1.27%
Mar 31, 2025	LPL FINANCIAL LLC	0.52%	216.36K	8.31M	9.06K	+4.37%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.2%	500.8K	19.24M	21.57K	+4.50%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.47%	197.71K	7.59M	2.57K	+1.32%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.63%	265.05K	10.18M	1.1K	+0.42%
Mar 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.68%	286.31K	11M	-10.84K	-3.65%
Mar 31, 2025		0.26%	110.65K	4.25M	8.37K	+8.18%
Mar 31, 2025	REGATTA CAPITAL GROUP, LLC	0.27%	112.81K	4.33M	30.62K	+37.25%
Mar 31, 2025	ALASKA WEALTH ADVISORS	0.28%	116.33K	4.47M	-6.35K	-5.18%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.3%	125.42K	4.82M	-14K	-10.04%
Mar 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.3%	126.93K	4.88M	-1.71K	-1.33%
Mar 31, 2025	ALLY INVEST ADVISORS INC.	0.32%	133.24K	5.12M	2.03K	+1.55%
Mar 31, 2025	BAILARD, INC.	0.44%	182.68K	7.02M	-3.02K	-1.63%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	0.49%	205.12K	7.88M	-2.73K	-1.31%
Mar 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.61%	257.4K	9.89M	3.59K	+1.42%
Mar 31, 2025	UBS GROUP AG	1.07%	446.14K	17.14M	10.57K	+2.43%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	1.25%	523.71K	20.12M	-1.57K	-0.30%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.53%	641.34K	24.69M	120.84K	+23.22%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.55%	1.07M	41.06M	16.26K	+1.54%
Mar 31, 2025	ACORNS ADVISERS, LLC	1.28%	535.68K	20.58M	18.42K	+3.56%
Mar 31, 2025	M&T BANK CORP	1.57%	656.33K	25.21M	-10.11K	-1.52%
Mar 31, 2025	BLACKROCK, INC.	1.57%	656.44K	25.21M	26.4K	+4.19%
Mar 31, 2025	VONTOBEL HOLDING LTD.	1.91%	800K	30.73M	0	0
Mar 31, 2025	FIDUCIARY TRUST CO	2.32%	973.33K	37.39M	-19.13K	-1.93%
Mar 31, 2025	CREATIVE PLANNING	3.47%	1.45M	55.86M	25.18K	+1.76%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	3.84%	1.61M	61.85M	6.34K	+0.40%
Mar 31, 2025	BETTERMENT LLC	3.89%	1.63M	62.55M	25.88K	+1.61%
Mar 31, 2025	SAND HILL GLOBAL ADVISORS, LLC	0.75%	314.37K	12.07M	8.69K	+2.84%
Mar 31, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.27%	113.21K	4.35M	-76.74K	-40.40%
Mar 31, 2025	LITMAN GREGORY WEALTH MANAGEMENT LLC	0.39%	164.3K	6.31M	-21.76K	-11.70%
Mar 31, 2025	ALESCO ADVISORS LLC	0.37%	155.44K	5.97M	30.59K	+24.50%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.07%	1.71M	65.54M	-23.42K	-1.35%
Mar 31, 2025	WEALTH ARCHITECTS, LLC	0.53%	222.17K	8.53M	1.91K	+0.87%
Mar 31, 2025	SIGFIG WEALTH MANAGEMENT, LLC	0.57%	238.91K	9.19M	11.63K	+5.12%
Mar 31, 2025	SEI INVESTMENTS CO	0.96%	403.17K	15.49M	22.32K	+5.86%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.76%	319.83K	12.28M	-6.52K	-2.00%
Mar 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	5.83%	2.44M	93.87M	58.07K	+2.43%
Mar 31, 2025	REGIONS FINANCIAL CORP	0.29%	120.3K	4.62M	64.57K	+115.87%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.34%	141.86K	5.45M	-27.55K	-16.26%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.36%	150.17K	5.77M	21.59K	+16.79%
Mar 31, 2025	SAVANT CAPITAL, LLC	0.36%	152.14K	5.84M	-19.64K	-11.43%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.46%	192.94K	7.41M	7.73K	+4.17%
Mar 31, 2025	ACCREDITED INVESTORS INC.	0.84%	351.96K	13.52M	10.58K	+3.10%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.88%	367.53K	14.12M	-32.21K	-8.06%
Mar 31, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	3.14%	1.31M	50.5M	-28.94K	-2.15%
Mar 31, 2025	HM PAYSON & CO	0.36%	152.66K	5.86M	-7.94K	-4.94%
Mar 31, 2025	NORTHERN TRUST CORP	5.14%	2.15M	82.62M	110.71K	+5.43%
Mar 31, 2025	ROYAL BANK OF CANADA	1.09%	456.33K	17.53M	15.57K	+3.53%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.41%	170.59K	6.55M	4.82K	+2.91%

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