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

Who are the major shareholders selling Goldman Sachs Equal Weight U.S. Large Cap Equity ETF stock?

ENVESTNET ASSET MANAGEMENT INC, in the last quarter, reduced its stake in GSEW by -2.25% restricting it's holding to 236.49 thousand shares of worth nearly $22.33M. ROCKEFELLER CAPITAL MANAGEMENT L.P. also lessened -57.67% of the GSEW shares from its portfolio, reducing its holding to 44.42 thousand shares of worth $4.19M. WEALTHCARE ADVISORY PARTNERS LLC also shunned GSEW shares holding by -0.03% last quarter which brought its holding to 58.8 thousand shares worth $5.55M.

Investors who are buying GSEW stock?

As per its latest 13F filing, AMERIPRISE FINANCIAL INC increased its stake in GSEW by 67.84% in the last quarter. The institutional holder raised its holding to 684.01 thousand shares having worth more than $64.58M. RAYMOND JAMES FINANCIAL INC also added 6.19% more shares of GSEW to its portfolio, raising its holding to 672.89 thousand shares of worth $63.53M. APTUS CAPITAL ADVISORS, LLC also increased its GSEW shares holding by 3.3% which brought its holding to 561.19 thousand shares worth $52.99M.

GSEW's major insiders: who are they?

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

Did an insider recently sell GSEW stock?

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

Which insider recently purchased GSEW stock?

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

How much of GSEW does insiders own?

Around 0 Goldman Sachs Equal Weight U.S. Large Cap Equity ETF shares are held by insiders, which represents about N/A of GSEW stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in GSEW?

AMERIPRISE FINANCIAL INC is the largest institutional owner in GSEW which holds 684.01 thousand shares worth $64.58M or 3.52% of the total GSEW shares outstanding followed by RAYMOND JAMES FINANCIAL INC with ownership of 672.89 thousand shares representing 3.46% of the GSEW ownership. APTUS CAPITAL ADVISORS, LLC is the third largest stakeholder with 561.19 thousand shares or 2.89% of the ownership worth more than $52.99M.

Is Goldman Sachs Equal Weight U.S. Large Cap Equity 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 GSEW is concerned, it is a stock which is optionable.

Is there a short position on GSEW's shares?

Number of GSEW 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 GSEW shares are there?

As of today, null shares of GSEW are outstanding.

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

GSEW 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 GSEW is null.

Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) 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. AMERIPRISE FINANCIAL INC is the top corporate investor, holding 684.01K shares valued at $64.58M. A 3.52% stake in Goldman Sachs Equal Weight U.S. Large Cap Equity ETF is owned by the company. RAYMOND JAMES FINANCIAL INC owns 672.89K shares valued at $63.53M, which translates its holding of 3.46% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	AMERIPRISE FINANCIAL INC	3.52%	684.01K	64.58M	276.47K	+67.84%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	3.46%	672.89K	63.53M	39.2K	+6.19%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	2.89%	561.19K	52.99M	17.9K	+3.30%
Jun 30, 2026	LPL FINANCIAL LLC	2.69%	523.04K	49.39M	122.86K	+30.70%
Jun 30, 2026	CKW FINANCIAL GROUP	2.56%	496.52K	46.98M	8.72K	+1.79%
Jun 30, 2026	GREAT LAKES RETIREMENT, INC.	2.21%	430.22K	40.62M	1.41K	+0.33%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.12%	411.69K	38.87M	20.85K	+5.33%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	1.31%	254.1K	23.99M	245.73K	+2,935.78%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.22%	236.49K	22.33M	-5.45K	-2.25%
Jun 30, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.51%	98.21K	9.27M	8.25K	+9.17%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.24%	44.42K	4.19M	-60.51K	-57.67%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.3%	58.8K	5.55M	-19	-0.03%
Jun 30, 2026	ADVISORS PREFERRED, LLC	0.34%	66K	6.29M	-34K	-34.00%
Jun 30, 2026	KILTER GROUP LLC	0.52%	100.59K	9.5M	-4.29K	-4.09%
Jun 30, 2026	MTC WEALTH MANAGEMENT LLC	0.5%	97.73K	9.23M	-1.82K	-1.83%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.47%	91.81K	8.67M	5.06K	+5.83%
Jun 30, 2026		0.47%	86.94K	8.21M	86.94K	+100.00%
Jun 30, 2026	SIERRA CAPITAL LLC	0.44%	85.14K	8.04M	-2.99K	-3.39%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.87%	363.37K	34.31M	-265.14K	-42.19%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.61%	313.61K	29.61M	78.45K	+33.36%
Jun 30, 2026	GUARDIAN WEALTH ADVISORS, LLC / NC	1.57%	305.64K	28.86M	8.99K	+3.03%
Jun 30, 2026	IFP ADVISORS, INC	1.16%	225.52K	21.29M	6.45K	+2.94%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	1.09%	212.18K	20.03M	-8.77K	-3.97%
Jun 30, 2026	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	1.01%	195.83K	18.49M	5.54K	+2.91%
Jun 30, 2026	OAK BARREL WEALTH ADVISORY LLC	0.45%	86.94K	8.21M	86.94K	+100.00%
Jun 30, 2026	QUEST INVESTMENT MANAGEMENT LLC	0.75%	145.52K	13.74M	-6.1K	-4.02%
Jun 30, 2026	UBS GROUP AG	0.68%	132.19K	12.48M	8.42K	+6.81%
Jun 30, 2026	LINEWEAVER WEALTH ADVISORS, LLC	0.65%	126.94K	11.99M	36.89K	+40.97%
Jun 30, 2026	ROYAL BANK OF CANADA	0.61%	118.49K	11.19M	34.56K	+41.17%
Jun 30, 2026	CERITY PARTNERS LLC	0.53%	103.61K	9.78M	-4.03K	-3.75%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.51%	99.52K	9.4M	-1.45K	-1.43%
Jun 30, 2026	WILKINS MILLER WEALTH MANAGEMENT, LLC	0.3%	58.41K	5.52M	-140	-0.24%
Jun 30, 2026	HORIZON INVESTMENTS, LLC	0.85%	164.24K	15.51M	7.88K	+5.04%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.29%	56.31K	5.32M	1.16K	+2.09%
Jun 30, 2026	ALPHACORE CAPITAL LLC	0.38%	73.84K	6.97M	-3.67K	-4.73%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.36%	70.92K	6.74M	-9.6K	-11.93%
Jun 30, 2026	DORSEY & WHITNEY TRUST CO LLC	0.3%	59K	5.57M	0	0
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.22%	40.34K	3.81M	40.34K	+100.00%
Jun 30, 2026	CREATIVE PLANNING	0.43%	83.92K	7.92M	-4.91K	-5.53%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.43%	83.05K	7.84M	48.61K	+141.11%
Jun 30, 2026	FIRST INTERSTATE BANK	0.28%	54.99K	5.19M	-2.81K	-4.87%
Jun 30, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.26%	49.76K	4.7M	1.27K	+2.62%
Jun 30, 2026	UNITED ADVISOR GROUP, LLC	0.25%	49.46K	4.67M	1.65K	+3.45%
Jun 30, 2026	MISSION WEALTH MANAGEMENT, LP	0.21%	39.35K	3.72M	39.35K	+100.00%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.21%	38.57K	3.64M	-33	-0.09%
Jun 30, 2026	VALICENTI ADVISORY SERVICES INC	0.2%	38K	3.59M	454	+1.21%
Jun 30, 2026	CORECAP ADVISORS, LLC	0.8%	155.01K	14.64M	7.82K	+5.31%
Jun 30, 2026	WESCAP MANAGEMENT GROUP, INC.	0.36%	69.67K	6.58M	-660	-0.94%
Jun 30, 2026	CROBAN	0.35%	68.72K	6.49M	42.19K	+159.01%
Jun 30, 2026	PARSONS CAPITAL MANAGEMENT INC/RI	0.35%	68.51K	6.47M	12.05K	+21.35%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.34%	66.17K	6.25M	7.82K	+13.41%
Jun 30, 2026	FIRST NATIONAL BANK OF OMAHA	0.25%	49.3K	4.65M	-249	-0.50%
Jun 30, 2026	KATHMERE CAPITAL MANAGEMENT, LLC	0.24%	47.48K	4.48M	0	0
Jun 30, 2026	FIFTH THIRD SECURITIES, INC.	0.2%	37.34K	3.53M	-122	-0.33%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.2%	36.88K	3.48M	-2.61K	-6.62%
Jun 30, 2026	SAVVY ADVISORS, INC.	0.18%	32.64K	3.08M	2	+0.01%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.17%	31.2K	2.95M	-3.39K	-9.80%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	6.54%	1.22M	114.96M	17.93K	+1.49%
Jun 30, 2026	MEMBERS TRUST CO	5.52%	1.07M	101.31M	-13.33K	-1.23%
Jun 30, 2026	MORGAN STANLEY	4.62%	897.74K	84.76M	36.61K	+4.25%
Mar 31, 2026	UBS GROUP AG	0.64%	123.77K	10.48M	1.41K	+1.15%
Mar 31, 2026	MEMBERS TRUST CO	5.59%	1.09M	91.97M	-17.83K	-1.61%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	40.1K	3.4M	12.73K	+46.50%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	6.17%	1.2M	101.55M	-10.96K	-0.91%
Mar 31, 2026	MORGAN STANLEY	4.43%	861.14K	72.9M	-66.11K	-7.13%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.26%	633.69K	53.65M	70.69K	+12.56%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.23%	628.51K	53.21M	-127.01K	-16.81%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	2.79%	543.29K	45.99M	-45.2K	-7.68%
Mar 31, 2026	CKW FINANCIAL GROUP	2.51%	487.81K	41.45M	2.86K	+0.59%
Mar 31, 2026	GREAT LAKES RETIREMENT, INC.	2.21%	428.81K	36.3M	3.77K	+0.89%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	2.24%	407.54K	34.37M	597	+0.15%
Mar 31, 2026	GUARDIAN WEALTH ADVISORS, LLC / NC	1.53%	296.65K	25.11M	-14.97K	-4.80%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.24%	241.94K	20.48M	231.35K	+2,186.50%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.21%	235.16K	19.91M	29.18K	+14.16%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	1.14%	220.96K	18.71M	-90.89K	-29.15%
Mar 31, 2026	IFP ADVISORS, INC	1.13%	219.07K	18.55M	7.41K	+3.50%
Mar 31, 2026	LINEWEAVER WEALTH ADVISORS, LLC	0.46%	90.04K	7.62M	1.49K	+1.69%
Mar 31, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.46%	89.96K	7.62M	3.12K	+3.59%
Mar 31, 2026	CREATIVE PLANNING	0.46%	88.84K	7.52M	2.92K	+3.40%
Mar 31, 2026	SIERRA CAPITAL LLC	0.45%	88.12K	7.46M	-806	-0.91%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.45%	86.75K	7.34M	19.71K	+29.41%
Mar 31, 2026	ROYAL BANK OF CANADA	0.43%	83.94K	7.11M	-10.65K	-11.26%
Mar 31, 2026	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	0.98%	190.29K	16.11M	11.8K	+6.61%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.01%	390.85K	33.09M	101.12K	+34.90%
Mar 31, 2026	JPMORGAN CHASE & CO	0.23%	43.79K	3.62M	28.66K	+189.38%
Mar 31, 2026	CLEAR HARBOR ASSET MANAGEMENT, LLC	0.24%	46.15K	3.91M	46.15K	+100.00%
Mar 31, 2026	KATHMERE CAPITAL MANAGEMENT, LLC	0.24%	47.48K	4.02M	0	0
Mar 31, 2026	UNITED ADVISOR GROUP, LLC	0.25%	47.81K	4.05M	-3.56K	-6.93%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.25%	48.49K	4.1M	4.5K	+10.23%
Mar 31, 2026	FIRST NATIONAL BANK OF OMAHA	0.25%	49.55K	4.1M	4.98K	+11.18%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.28%	55.16K	4.67M	8.23K	+17.54%
Mar 31, 2026	PARSONS CAPITAL MANAGEMENT INC/RI	0.29%	56.45K	4.78M	19.2K	+51.52%
Mar 31, 2026	FIRST INTERSTATE BANK	0.3%	57.8K	4.89M	-3.9K	-6.31%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.3%	58.34K	4.94M	7.99K	+15.86%
Mar 31, 2026	MTC WEALTH MANAGEMENT LLC	0.51%	99.55K	8.43M	-6.29K	-5.95%
Mar 31, 2026	ADVISORS PREFERRED, LLC	0.51%	100K	8.47M	62.6K	+167.38%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.52%	100.97K	8.55M	-6.28K	-5.86%
Mar 31, 2026	KILTER GROUP LLC	0.54%	104.88K	8.88M	5.01K	+5.01%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.54%	104.93K	8.88M	4.67K	+4.65%
Mar 31, 2026	CERITY PARTNERS LLC	0.55%	107.65K	9.11M	13.85K	+14.76%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.76%	147.2K	12.46M	9.72K	+7.07%
Mar 31, 2026	LPL FINANCIAL LLC	2.06%	400.18K	33.88M	-44.67K	-10.04%
Mar 31, 2026	NAUTILUS ADVISORS LLC	0.15%	27.75K	2.35M	-1.36K	-4.66%
Mar 31, 2026	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.16%	29.87K	2.53M	1.95K	+6.99%
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.17%	30.91K	2.62M	30.91K	+100.00%
Mar 31, 2026		0.17%	31.79K	2.69M	1.32K	+4.33%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.18%	32.26K	2.73M	-2.53K	-7.26%
Mar 31, 2026	SAVVY ADVISORS, INC.	0.18%	32.64K	2.76M	68	+0.21%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.19%	34.59K	2.93M	-1.58K	-4.38%
Mar 31, 2026	MARINER, LLC	0.2%	36.94K	3.13M	14.24K	+62.71%
Mar 31, 2026	FIFTH THIRD SECURITIES, INC.	0.21%	37.46K	3.17M	3.29K	+9.62%
Mar 31, 2026	VALICENTI ADVISORY SERVICES INC	0.21%	37.55K	3.18M	12.73K	+51.26%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.21%	38.6K	3.27M	-38	-0.10%
Mar 31, 2026	WILKINS MILLER WEALTH MANAGEMENT, LLC	0.3%	58.55K	4.96M	-1.81K	-3.00%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.3%	58.82K	4.98M	532	+0.91%
Mar 31, 2026	DORSEY & WHITNEY TRUST CO LLC	0.3%	59K	4.99M	0	0
Mar 31, 2026	WESCAP MANAGEMENT GROUP, INC.	0.36%	70.33K	5.95M	973	+1.40%
Mar 31, 2026	ALPHACORE CAPITAL LLC	0.4%	77.51K	6.56M	-6K	-7.19%
Mar 31, 2026	QUEST INVESTMENT MANAGEMENT LLC	0.78%	151.62K	12.84M	13.16K	+9.50%
Mar 31, 2026	HORIZON INVESTMENTS, LLC	0.8%	156.36K	13.24M	-11.28K	-6.73%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.22%	39.49K	3.34M	-45.87K	-53.73%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.41%	80.52K	6.87M	-96.82K	-54.60%
Dec 31, 2025	CKW FINANCIAL GROUP	2.81%	484.95K	41.28M	-82	-0.02%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.65%	289.73K	24.66M	-10.68K	-3.56%
Dec 31, 2025	KILTER GROUP LLC	0.57%	99.88K	8.5M	6.77K	+7.27%
Dec 31, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	1.77%	311.62K	26.53M	8.14K	+2.68%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	1.78%	311.85K	26.54M	-9.62K	-2.99%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	2.32%	406.94K	34.64M	191.6K	+88.97%
Dec 31, 2025	GREAT LAKES RETIREMENT, INC.	2.43%	425.04K	36.18M	14.64K	+3.57%
Dec 31, 2025	ADVISORS PREFERRED, LLC	0.22%	37.4K	3.21M	11.7K	+45.53%
Dec 31, 2025	CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.11%	19.57K	1.67M	3.55K	+22.19%
Dec 31, 2025	NOBLE WEALTH MANAGEMENT PBC	0.12%	20.78K	1.77M	-600	-2.81%
Dec 31, 2025	LPL FINANCIAL LLC	2.54%	444.85K	37.87M	144.27K	+48.00%
Dec 31, 2025	CREATIVE PLANNING	0.49%	85.92K	7.31M	-6.34K	-6.87%
Dec 31, 2025	ROYAL BANK OF CANADA	0.54%	94.58K	8.05M	36.35K	+62.42%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.35%	61.61K	5.24M	61.61K	+100.00%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	6.91%	1.21M	103.04M	-146.66K	-10.81%
Dec 31, 2025	MEMBERS TRUST CO	6.4%	1.1M	93.98M	37.43K	+3.51%
Dec 31, 2025	MARINER, LLC	0.13%	22.71K	1.93M	8.13K	+55.79%
Dec 31, 2025	VALICENTI ADVISORY SERVICES INC	0.14%	24.82K	2.11M	2.39K	+10.65%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	26K	2.21M	9.16K	+54.36%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	27.38K	2.33M	4.77K	+21.12%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.29%	50.35K	4.29M	10.01K	+24.81%
Dec 31, 2025	UNITED ADVISOR GROUP, LLC	0.3%	51.37K	4.37M	2.33K	+4.75%
Dec 31, 2025	FIRST INTERSTATE BANK	0.36%	61.7K	5.25M	-2.96K	-4.58%
Dec 31, 2025	WILKINS MILLER WEALTH MANAGEMENT, LLC	0.35%	60.36K	5.14M	1.4K	+2.38%
Dec 31, 2025	DORSEY & WHITNEY TRUST CO LLC	0.34%	59K	5.02M	5.52K	+10.33%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.34%	58.29K	4.96M	-1.68K	-2.81%
Dec 31, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.22%	37.26K	3.17M	7.29K	+24.31%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.22%	38.64K	3.29M	38.64K	+100.00%
Dec 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.25%	43.99K	3.74M	309	+0.71%
Dec 31, 2025	FIRST NATIONAL BANK OF OMAHA	0.25%	44.57K	3.83M	44.57K	+100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.27%	46.93K	3.99M	942	+2.05%
Dec 31, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.28%	47.48K	4.04M	0	0
Dec 31, 2025	MORGAN STANLEY	5.27%	927.25K	78.93M	203.22K	+28.07%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.58%	100.27K	8.53M	-18.33K	-15.45%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.62%	107.25K	9.13M	-1.57K	-1.44%
Dec 31, 2025	UBS GROUP AG	0.7%	122.36K	10.42M	-12.5K	-9.27%
Dec 31, 2025	QUEST INVESTMENT MANAGEMENT LLC	0.79%	138.47K	11.79M	15.63K	+12.72%
Dec 31, 2025	HORIZON INVESTMENTS, LLC	0.97%	167.64K	14.27M	-16.98K	-9.20%
Dec 31, 2025	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	1.02%	178.49K	15.19M	49.86K	+38.77%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.8%	137.47K	11.7M	6.38K	+4.86%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.03%	177.34K	15.59M	48.87K	+38.04%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.18%	205.98K	17.53M	120.39K	+140.67%
Dec 31, 2025	IFP ADVISORS, INC	1.2%	211.66K	18.02M	15.11K	+7.69%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.38%	67.04K	5.71M	-20.82K	-23.70%
Dec 31, 2025	WESCAP MANAGEMENT GROUP, INC.	0.4%	69.36K	5.9M	1.94K	+2.87%
Dec 31, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.44%	75.4K	6.42M	3.72K	+5.20%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.48%	83.51K	7.11M	83.51K	+100.00%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.49%	85.36K	7.27M	3.79K	+4.64%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.5%	86.84K	7.39M	4.18K	+5.06%
Dec 31, 2025	SIERRA CAPITAL LLC	0.51%	88.93K	7.57M	24	+0.03%
Dec 31, 2025	LINEWEAVER WEALTH ADVISORS, LLC	0.51%	88.55K	7.54M	2.25K	+2.61%
Dec 31, 2025	CERITY PARTNERS LLC	0.54%	93.8K	7.98M	-1.18K	-1.24%
Dec 31, 2025	MTC WEALTH MANAGEMENT LLC	0.61%	105.85K	9.01M	-1.58K	-1.47%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.21%	563K	47.92M	184.43K	+48.72%
Dec 31, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.16%	27.92K	2.38M	-2.42K	-7.97%
Dec 31, 2025	NAUTILUS ADVISORS LLC	0.17%	29.11K	2.48M	1.85K	+6.80%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.18%	31.07K	2.64B	0	0
Dec 31, 2025	SAVVY ADVISORS, INC.	0.19%	32.57K	2.77M	32.57K	+100.00%
Dec 31, 2025	FIFTH THIRD SECURITIES, INC.	0.2%	34.17K	2.91M	34.17K	+100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.2%	34.79K	2.96M	-4.29K	-10.98%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.29%	755.52K	64.31M	96.11K	+14.58%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	3.34%	588.48K	50.09M	25.2K	+4.47%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.21%	36.17K	3.08M	36.17K	+100.00%
Sep 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	1.9%	303.48K	25.81M	9.29K	+3.16%
Sep 30, 2025	KILTER GROUP LLC	0.58%	93.11K	7.92M	4.52K	+5.10%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.24%	39.08K	3.32M	-1.51K	-3.72%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	2.01%	321.47K	27.34M	-16.62K	-4.92%
Sep 30, 2025	LPL FINANCIAL LLC	1.88%	300.58K	25.56M	102.2K	+51.52%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.88%	300.41K	25.55M	81.45K	+37.20%
Sep 30, 2025	IFP ADVISORS, INC	1.23%	196.55K	16.71M	35.46K	+22.01%
Sep 30, 2025	QUEST INVESTMENT MANAGEMENT LLC	0.77%	122.84K	10.45M	3.12K	+2.60%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.55%	87.85K	7.47M	37.59K	+74.79%
Sep 30, 2025	SPC FINANCIAL, INC.	0.55%	87.69K	7.46M	-4.31K	-4.68%
Sep 30, 2025	LINEWEAVER WEALTH ADVISORS, LLC	0.54%	86.3K	7.34M	1.34K	+1.58%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.54%	85.59K	7.28M	15.34K	+21.84%
Sep 30, 2025	WILKINS MILLER WEALTH MANAGEMENT, LLC	0.37%	58.96K	5.01M	2.51K	+4.45%
Sep 30, 2025	UNITED ADVISOR GROUP, LLC	0.31%	49.04K	4.17M	5.54K	+12.74%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.27%	43.68K	3.71M	-981	-2.20%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.13%	659.41K	56.08M	66.67K	+11.25%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.8%	128.48K	10.96M	-16.25K	-11.23%
Sep 30, 2025	WESCAP MANAGEMENT GROUP, INC.	0.42%	67.42K	5.73M	-248	-0.37%
Sep 30, 2025	ROYAL BANK OF CANADA	0.36%	58.23K	4.95M	33	+0.06%
Sep 30, 2025	DORSEY & WHITNEY TRUST CO LLC	0.33%	53.47K	4.55M	0	0
Sep 30, 2025	COUNTRY CLUB BANK /GFN	0.22%	34.9K	2.96M	3.82K	+12.29%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.19%	31.07K	2.64M	6	+0.02%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.74%	118.59K	10.08M	-14.5K	-10.90%
Sep 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.56%	88.81K	7.57M	-17.12K	-16.16%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	3.53%	563.28K	47.9M	22.69K	+4.20%
Sep 30, 2025	CKW FINANCIAL GROUP	3.04%	485.03K	41.24M	6.24K	+1.30%
Sep 30, 2025	GREAT LAKES RETIREMENT, INC.	2.57%	410.4K	34.9M	4.97K	+1.23%
Sep 30, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.19%	29.97K	2.55M	2.09K	+7.51%
Sep 30, 2025	NAUTILUS ADVISORS LLC	0.17%	27.26K	2.32M	844	+3.20%
Sep 30, 2025	ADVISORS PREFERRED, LLC	0.16%	25.7K	2.19M	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	22.6K	1.92M	22.6K	+100.00%
Sep 30, 2025	VALICENTI ADVISORY SERVICES INC	0.14%	22.44K	1.91M	1.32K	+6.24%
Sep 30, 2025	NWAM LLC	0.13%	21.19K	1.8M	8.7K	+69.73%
Sep 30, 2025	CWM, LLC	0.11%	17.36K	1.48M	-732	-4.05%
Sep 30, 2025	STEPHENS INC /AR/	0.1%	16.28K	1.38M	6.78K	+71.37%
Sep 30, 2025	CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.1%	16.02K	1.36M	1.52K	+10.52%
Sep 30, 2025	PRINCETON GLOBAL ASSET MANAGEMENT LLC	0.09%	14.87K	1.26M	300	+2.06%
Sep 30, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.09%	14.82K	1.26M	1.86K	+14.34%
Sep 30, 2025	JPMORGAN CHASE & CO	0.09%	14.35K	1.22M	-560	-3.76%
Sep 30, 2025	O'ROURKE & COMPANY, INC	0.09%	13.86K	1.18M	91	+0.66%
Sep 30, 2025	LEGACY PRIVATE TRUST CO.	0.08%	13.16K	1.12M	-647	-4.69%
Sep 30, 2025	PRIVATE WEALTH PARTNERS, LLC	0.08%	13.05K	1.11M	-1.4K	-9.69%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.08%	12.66K	1.08M	0	0
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.08%	12.6K	1.07M	12.6K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.31%	209.31K	17.8M	8.3K	+4.13%
Sep 30, 2025	UBS GROUP AG	0.84%	134.86K	11.47M	-850	-0.63%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.82%	131.1K	11.15M	3.5K	+2.74%
Sep 30, 2025	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	0.81%	128.62K	10.94M	132	+0.10%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.52%	82.66K	7.03M	38.73K	+88.14%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.51%	81.57K	6.94M	17.95K	+28.22%
Sep 30, 2025	CERITY PARTNERS LLC	0.59%	94.98K	8.08M	413	+0.44%
Sep 30, 2025	JANE STREET GROUP, LLC	0.23%	36.47K	3.1M	21.48K	+143.28%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.68%	108.82K	9.25M	108.82K	+100.00%
Sep 30, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.45%	71.68K	6.1M	4.88K	+7.30%
Sep 30, 2025	FIRST INTERSTATE BANK	0.4%	64.66K	5.5M	-1.79K	-2.69%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.38%	59.97K	5.1M	-11.67K	-16.29%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.25%	40.34K	3.43M	5.74K	+16.58%
Sep 30, 2025	MTC WEALTH MANAGEMENT LLC	0.67%	107.43K	9.14M	107.43K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0.58%	92.25K	7.85M	-9.85K	-9.64%
Sep 30, 2025	SIERRA CAPITAL LLC	0.56%	88.91K	7.56M	367	+0.41%
Sep 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.3%	47.48K	4.04M	194	+0.41%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.29%	45.98K	3.91M	3.76K	+8.90%
Sep 30, 2025	FORT POINT CAPITAL PARTNERS LLC	0.24%	37.81K	3.22M	-15.16K	-28.62%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	8.49%	1.36M	115.41M	94.49K	+7.48%
Sep 30, 2025	MEMBERS TRUST CO	6.68%	1.07M	90.71M	1.07M	+100.00%
Sep 30, 2025	MORGAN STANLEY	4.53%	724.03K	61.57M	-12.42K	-1.69%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.37%	378.57K	32.19M	25.56K	+7.24%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.35%	215.35K	18.3M	-81.4K	-27.43%
Sep 30, 2025	HORIZON INVESTMENTS, LLC	1.16%	184.62K	15.7M	-1.5K	-0.80%
Sep 30, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.19%	30.33K	2.58M	3.44K	+12.80%
Jun 30, 2025	ENDURANCE SERVICES LTD	7.33%	1.14M	92.82M	0	0
Jun 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.3%	47.29K	3.86M	27.84K	+143.12%
Jun 30, 2025	WILKINS MILLER WEALTH MANAGEMENT, LLC	0.36%	56.44K	4.6M	7.23K	+14.69%
Jun 30, 2025	KILTER GROUP LLC	0.57%	88.59K	7.22M	88.59K	+100.00%
Jun 30, 2025	MORGAN STANLEY	4.74%	736.45K	60.05B	11.82K	+1.63%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	8.12%	1.26M	102.96M	214.88K	+20.51%
Jun 30, 2025	UNITED ADVISOR GROUP, LLC	0.28%	43.5K	3.55M	9.45K	+27.76%
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.28%	43.94K	3.58M	1.85K	+4.39%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.29%	44.66K	3.64M	4.39K	+10.89%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	50.26K	4.1M	19.2K	+61.80%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.22%	34.61K	2.82M	34.61K	+100.00%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.26%	39.79K	3.24M	-480	-1.19%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.27%	42.23K	3.44M	6.55K	+18.35%
Jun 30, 2025	FORT POINT CAPITAL PARTNERS LLC	0.34%	52.98K	4.32M	-118.6K	-69.12%
Jun 30, 2025	ROYAL BANK OF CANADA	0.37%	58.2K	4.75M	-61.65K	-51.44%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.41%	63.62K	5.19M	14.54K	+29.61%
Jun 30, 2025	WESCAP MANAGEMENT GROUP, INC.	0.44%	67.67K	5.52M	-641	-0.94%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.46%	71.64K	5.84M	71.64K	+100.00%
Jun 30, 2025	CREATIVE PLANNING	0.66%	102.1K	8.33M	914	+0.90%
Jun 30, 2025	BLACK SWIFT GROUP, LLC	0.86%	133.31K	10.87M	-48.64K	-26.73%
Jun 30, 2025	IFP ADVISORS, INC	1.04%	161.09K	13.14M	1.38K	+0.86%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.41%	218.97K	17.85M	102K	+87.20%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.5%	232.47K	18.96M	216.24K	+1,332.34%
Jun 30, 2025	CERITY PARTNERS LLC	0.61%	94.57K	7.71M	679	+0.72%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.82%	127.6K	10.4M	7.63K	+6.36%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.26%	40.59K	3.31M	6.44K	+18.87%
Jun 30, 2025	DORSEY & WHITNEY TRUST CO LLC	0.34%	53.47K	4.36M	-571	-1.06%
Jun 30, 2025		0.36%	56.44K	4.6M	7.23K	+14.69%
Jun 30, 2025	VISIONARY WEALTH ADVISORS	0.39%	60.71K	4.95M	-7K	-10.34%
Jun 30, 2025	FIRST INTERSTATE BANK	0.43%	66.45K	5.42M	66.45K	+100.00%
Jun 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	1.89%	294.19K	23.99M	22.04K	+8.10%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.91%	296.75K	24.19M	455	+0.15%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	2.17%	338.08K	27.57M	-33.03K	-8.90%
Jun 30, 2025	UBS GROUP AG	0.87%	135.71K	11.07M	10.72K	+8.58%
Jun 30, 2025	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	0.83%	128.49K	10.48M	3.1K	+2.47%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.81%	592.73K	48.33M	-1.57K	-0.26%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.45%	70.25K	5.73M	18.17K	+34.90%
Jun 30, 2025	LINEWEAVER WEALTH ADVISORS, LLC	0.55%	84.96K	6.93M	2.24K	+2.70%
Jun 30, 2025	SIERRA CAPITAL LLC	0.57%	88.54K	7.22M	-396	-0.45%
Jun 30, 2025	SPC FINANCIAL, INC.	0.59%	92K	7.5M	-833.56K	-90.06%
Jun 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.68%	105.93K	8.64M	669	+0.64%
Jun 30, 2025	QUEST INVESTMENT MANAGEMENT LLC	0.77%	119.73K	9.76M	119.73K	+100.00%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.86%	133.09K	10.85M	87.74K	+193.48%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.93%	144.72K	12.01M	-1.74K	-1.19%
Jun 30, 2025	HORIZON INVESTMENTS, LLC	1.2%	186.11K	15.18M	-5.91K	-3.08%
Jun 30, 2025	LPL FINANCIAL LLC	1.28%	198.38K	16.18M	-88.85K	-30.93%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.29%	201.01K	16.39M	23.55K	+13.27%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.27%	353.01K	28.78M	58.17K	+19.73%
Jun 30, 2025	GREAT LAKES RETIREMENT, INC.	2.61%	405.43K	33.06M	90.31K	+28.66%
Jun 30, 2025	CKW FINANCIAL GROUP	3.08%	478.79K	39.42M	2.03K	+0.43%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	3.48%	540.59K	44.08M	52.42K	+10.74%
Jun 30, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.43%	66.8K	5.45M	66.8K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.25%	177.45K	13.49M	6.3K	+3.68%
Mar 31, 2025	BLACK SWIFT GROUP, LLC	1.28%	181.95K	13.84M	137.35K	+307.96%
Mar 31, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.19%	26.93K	2.05M	2.61K	+10.72%
Mar 31, 2025	JANE STREET GROUP, LLC	0.19%	27.35K	2.08M	27.35K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	31.07K	2.36M	8.15K	+35.54%
Mar 31, 2025	CITADEL ADVISORS LLC	0.22%	31.8K	2.42M	31.8K	+100.00%
Mar 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.3%	42.09K	3.2M	44	+0.10%
Mar 31, 2025	ROYAL BANK OF CANADA	0.84%	119.85K	9.11M	17.64K	+17.26%
Mar 31, 2025	LPL FINANCIAL LLC	2.02%	287.23K	21.84M	159.37K	+124.64%
Mar 31, 2025	HORIZON INVESTMENTS, LLC	1.35%	192.02K	14.6M	-16.83K	-8.06%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.08%	294.84K	22.42M	8.11K	+2.83%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	2.09%	296.29K	22.53M	269.85K	+1,020.66%
Mar 31, 2025	GREAT LAKES RETIREMENT, INC.	2.22%	315.12K	23.96M	4.73K	+1.52%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	2.61%	371.11K	28.22M	-37.11K	-9.09%
Mar 31, 2025	CKW FINANCIAL GROUP	3.36%	476.76K	36.36M	14.48K	+3.13%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	3.44%	488.17K	37.12M	31.86K	+6.98%
Mar 31, 2025	MORGAN STANLEY	5.1%	724.63K	55.1M	109.09K	+17.72%
Mar 31, 2025	SPC FINANCIAL, INC.	6.51%	925.56K	70.38M	14.26K	+1.56%
Mar 31, 2025	ENDURANCE SERVICES LTD	8.02%	1.14M	86.55M	1.14M	+100.00%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	7.37%	1.05M	79.68M	1.67K	+0.16%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.03%	146.46K	11.14M	-1.48K	-1.00%
Mar 31, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	1.92%	272.15K	20.69M	7.97K	+3.02%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.18%	594.3K	45.19M	43.27K	+7.85%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.22%	31.06K	2.36M	-79.23K	-71.84%
Mar 31, 2025	CERITY PARTNERS LLC	0.66%	93.89K	7.14M	114	+0.12%
Mar 31, 2025	CREATIVE PLANNING	0.71%	101.18K	7.69M	13.08K	+14.85%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.32%	45.35K	3.45M	45.35K	+100.00%
Mar 31, 2025	FIRST HAWAIIAN BANK	0.33%	46.53K	3.54M	-362	-0.77%
Mar 31, 2025	COUNTRY CLUB BANK /GFN	0.19%	26.5K	2M	15.08K	+132.10%
Mar 31, 2025	UNITED ADVISOR GROUP, LLC	0.24%	34.05K	2.59M	4.93K	+16.93%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.24%	34.14K	2.6M	-200	-0.58%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.25%	35.68K	2.71M	35.68K	+100.00%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	0.28%	40.27K	3.06M	-82	-0.20%
Mar 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.28%	40.27K	3.06M	-912	-2.21%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.35%	49.09K	3.73M	13.67K	+38.61%
Mar 31, 2025		0.27%	38.89K	2.96M	-4.33K	-10.01%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.37%	52.07K	3.96M	43.09K	+479.89%
Mar 31, 2025	DORSEY & WHITNEY TRUST CO LLC	0.38%	54.04K	4.11M	-130	-0.24%
Mar 31, 2025	VISIONARY WEALTH ADVISORS	0.48%	67.71K	5.15M	-62	-0.09%
Mar 31, 2025	WESCAP MANAGEMENT GROUP, INC.	0.48%	68.31K	5.19M	-2.58K	-3.64%
Mar 31, 2025	LINEWEAVER WEALTH ADVISORS, LLC	0.58%	82.73K	6.29M	1.79K	+2.22%
Mar 31, 2025	SIERRA CAPITAL LLC	0.63%	88.93K	6.76M	9.89K	+12.52%
Mar 31, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.74%	105.26K	8M	-2.79K	-2.58%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.82%	116.97K	8.89M	-10.15K	-7.98%
Mar 31, 2025	CORECAP ADVISORS, LLC	0.84%	119.97K	9.12M	119.97K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.88%	124.99K	9.5M	16.28K	+14.98%
Mar 31, 2025	IFP ADVISORS, INC	1.12%	159.71K	12.14M	182	+0.11%
Mar 31, 2025	FORT POINT CAPITAL PARTNERS LLC	1.21%	171.58K	13.05M	6.7K	+4.06%

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