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

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

STEWARD PARTNERS INVESTMENT ADVISORY, LLC, in the last quarter, reduced its stake in GSLC by -1.5% restricting it's holding to 339.09 thousand shares of worth nearly $48.11M. BAIRD FINANCIAL GROUP, INC. also lessened -0.84% of the GSLC shares from its portfolio, reducing its holding to 341.1 thousand shares of worth $48.40M. COMMONWEALTH EQUITY SERVICES, LLC also shunned GSLC shares holding by -17.49% last quarter which brought its holding to 345.28 thousand shares worth $48.99M.

Investors who are buying GSLC stock?

As per its latest 13F filing, AXXCESS WEALTH MANAGEMENT, LLC increased its stake in GSLC by 15.68% in the last quarter. The institutional holder raised its holding to 323.97 thousand shares having worth more than $45.97M. PRINCIPAL SECURITIES, INC. also added 27.43% more shares of GSLC to its portfolio, raising its holding to 355.06 thousand shares of worth $50.38M. DYNAMIC ADVISOR SOLUTIONS LLC also increased its GSLC shares holding by 10.81% which brought its holding to 359.9 thousand shares worth $51.07M.

GSLC's major insiders: who are they?

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

Did an insider recently sell GSLC stock?

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

Which insider recently purchased GSLC stock?

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

How much of GSLC does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in GSLC?

AXXCESS WEALTH MANAGEMENT, LLC is the largest institutional owner in GSLC which holds 323.97 thousand shares worth $45.97M or 0.3% of the total GSLC shares outstanding followed by STEWARD PARTNERS INVESTMENT ADVISORY, LLC with ownership of 339.09 thousand shares representing 0.31% of the GSLC ownership. BAIRD FINANCIAL GROUP, INC. is the third largest stakeholder with 341.1 thousand shares or 0.32% of the ownership worth more than $48.40M.

Is Goldman Sachs ActiveBeta 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 GSLC is concerned, it is a stock which is optionable.

Is there a short position on GSLC's shares?

Number of GSLC 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 GSLC shares are there?

As of today, null shares of GSLC are outstanding.

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

GSLC 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 GSLC is null.

Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) 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. AXXCESS WEALTH MANAGEMENT, LLC is the top corporate investor, holding 323.97K shares valued at $45.97M. A 0.3% stake in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF is owned by the company. STEWARD PARTNERS INVESTMENT ADVISORY, LLC owns 339.09K shares valued at $48.11M, which translates its holding of 0.31% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0.3%	323.97K	45.97M	43.91K	+15.68%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.31%	339.09K	48.11M	-5.17K	-1.50%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.32%	341.1K	48.4M	-2.88K	-0.84%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	345.28K	48.99M	-73.19K	-17.49%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.33%	355.06K	50.38M	76.43K	+27.43%
Jun 30, 2026	RFG ADVISORY, LLC	0.33%	355.04K	50.38M	-14.3K	-3.87%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.33%	359.9K	51.07M	35.11K	+10.81%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.6%	649.81K	92.2M	10.45K	+1.63%
Jun 30, 2026	RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC	0.61%	658.84K	93.48M	12.47K	+1.93%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.95%	3.18M	451.53M	503.55K	+18.80%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.48%	6.99M	991.54M	-97.71K	-1.38%
Jun 30, 2026	FIRST FOUNDATION ADVISORS	0.41%	446.03K	63.29M	-13.06K	-2.84%
Jun 30, 2026	RETIREMENT PLANNING GROUP	0.13%	145.37K	20.63M	-12.43K	-7.88%
Jun 30, 2026	INSCRIPTION CAPITAL, LLC	0.14%	147.87K	20.98M	3.8K	+2.64%
Jun 30, 2026	ARVEST INVESTMENTS, INC.	0.15%	159.46K	22.63M	9.92K	+6.64%
Jun 30, 2026	CENTURION WEALTH MANAGEMENT LLC	0.16%	173.5K	24.62M	-45.73K	-20.86%
Jun 30, 2026		0.17%	179.77K	25.51M	-2.39K	-1.31%
Jun 30, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.17%	182.38K	25.88M	1.01K	+0.56%
Jun 30, 2026	NORTHSTAR ASSET MANAGEMENT LLC /NJ/	0.17%	183.38K	26.02M	9.92K	+5.72%
Jun 30, 2026	VAUGHAN & CO SECURITIES, INC.	0.17%	185.55K	26.33M	-379	-0.20%
Jun 30, 2026	KINGS PATH PARTNERS LLC	0.18%	192.22K	27.27M	29.17K	+17.89%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.18%	197.27K	27.99M	-10.92K	-5.24%
Jun 30, 2026	KELMAN-LAZAROV, INC.	0.18%	198.59K	28.18M	-7.46K	-3.62%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.25%	269.9K	38.79M	-3.25K	-1.19%
Jun 30, 2026	RIVERFRONT INVESTMENT GROUP, LLC	1.74%	1.88M	266.55M	-110.16K	-5.54%
Jun 30, 2026	SIGFIG WEALTH MANAGEMENT, LLC	1.85%	2M	281.59M	23.11K	+1.17%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	0.26%	278.49K	39.51M	8K	+2.96%
Jun 30, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.25%	272K	38.59M	-291.1K	-51.70%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.25%	273.81K	38.85M	-14.19K	-4.93%
Jun 30, 2026	JPMORGAN CHASE & CO	0.38%	412.1K	58.06M	20.05K	+5.12%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.39%	417.25K	59.2M	-11.77K	-2.74%
Jun 30, 2026	APPLETON PARTNERS INC/MA	0.39%	421.78K	59.85M	1.38K	+0.33%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.39%	424.86K	60.28M	9.52K	+2.29%
Jun 30, 2026	GOLDSTEIN ADVISORS, LLC	0.58%	621.94K	88.25M	23.94K	+4.00%
Jun 30, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	2.72%	2.93M	415.59M	-174.97K	-5.64%
Jun 30, 2026	LIFELONG WEALTH ADVISORS, INC.	0.5%	544.03K	77.19M	-4.2K	-0.77%
Jun 30, 2026	HIGH PROBABILITY ADVISORS, LLC	0.77%	827.02K	117.35M	38.54K	+4.89%
Jun 30, 2026	SFMG, LLC	0.81%	870.47K	123.51M	18.46K	+2.17%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.95%	1.03M	145.44M	12.5K	+1.23%
Jun 30, 2026	GLENVIEW TRUST CO	1.07%	1.15M	163.4M	-3.11K	-0.27%
Jun 30, 2026	HB WEALTH MANAGEMENT, LLC	1.21%	1.31M	185.21M	56.98K	+4.56%
Jun 30, 2026	UBS GROUP AG	0.55%	592.07K	84.01M	11.69K	+2.01%
Jun 30, 2026	ROYAL BANK OF CANADA	0.6%	644.11K	91.39M	-71.12K	-9.94%
Jun 30, 2026	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.73%	789.34K	112M	-58.11K	-6.86%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.08%	1.16M	165.23M	-17.14K	-1.45%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	1.54%	1.66M	235.47M	-112.25K	-6.34%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.53%	2.73M	387.44M	-82.43K	-2.93%
Jun 30, 2026	BETTERMENT LLC	5.3%	5.71M	810.43M	-57.43K	-1.00%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	25.46%	27.44M	3.89B	-649.41K	-2.31%
Jun 30, 2026	IAG WEALTH PARTNERS, LLC	0.3%	321.38K	45.6M	-4.09K	-1.26%
Jun 30, 2026	LEXAURUM ADVISORS, LLC	0.34%	361.89K	51.35M	-9.57K	-2.58%
Jun 30, 2026	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	0.34%	362.4K	51.43M	1.86K	+0.52%
Jun 30, 2026	DROMS STRAUSS ADVISORS INC /MO/ /ADV	0.35%	374.59K	53.15M	-1.65K	-0.44%
Jun 30, 2026	1900 WEALTH MANAGEMENT LLC	0.19%	203.98K	28.94M	-151	-0.07%
Jun 30, 2026	CORNERSTONE ADVISORY, LLC	0.2%	213.22K	30.25M	-1.73K	-0.81%
Jun 30, 2026	EVERGREEN WEALTH SOLUTIONS, LLC	0.23%	243.26K	36.18M	-41.19K	-14.48%
Jun 30, 2026	MORGAN STANLEY	4.68%	5.04M	715.09M	-533.68K	-9.58%
Jun 30, 2026	LPL FINANCIAL LLC	2.99%	3.22M	456.94M	-37.08K	-1.14%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.21%	226.68K	32.19M	7.29K	+3.32%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.22%	234.06K	33.21M	6.49K	+2.85%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.22%	240.49K	34.12M	57.5K	+31.43%
Mar 31, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	2.89%	3.1M	388.39M	-2.22M	-41.70%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.59%	639.36K	80M	-11.26K	-1.73%
Mar 31, 2026	SKYVIEW INVESTMENT ADVISORS, LLC	0.6%	645.77K	80.8M	-6.69K	-1.02%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.39%	415.34K	51.97M	1.82K	+0.44%
Mar 31, 2026	UBS GROUP AG	0.54%	580.38K	72.62M	1.9K	+0.33%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.94%	1.01M	126.7M	10.07K	+1.00%
Mar 31, 2026	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	0.34%	360.54K	45.16M	4.17K	+1.17%
Mar 31, 2026	RFG ADVISORY, LLC	0.34%	369.33K	46.21M	71.84K	+24.15%
Mar 31, 2026	LEXAURUM ADVISORS, LLC	0.35%	371.46K	46.48M	371.46K	+100.00%
Mar 31, 2026	DROMS STRAUSS ADVISORS INC /MO/ /ADV	0.35%	376.24K	47.08M	-2.71K	-0.72%
Mar 31, 2026	JPMORGAN CHASE & CO	0.36%	392.04K	47.68M	29.98K	+8.28%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.1%	1.18M	147.86M	30.73K	+2.67%
Mar 31, 2026	HB WEALTH MANAGEMENT, LLC	1.16%	1.25M	156.21M	37.09K	+3.06%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	1.65%	1.77M	221.7M	-737.18K	-29.38%
Mar 31, 2026	SIGFIG WEALTH MANAGEMENT, LLC	1.84%	1.98M	247.18M	234.07K	+13.44%
Mar 31, 2026	RIVERFRONT INVESTMENT GROUP, LLC	1.85%	1.99M	248.85M	115.66K	+6.18%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.49%	2.68M	335.19M	239.81K	+9.83%
Mar 31, 2026	GLENVIEW TRUST CO	1.07%	1.15M	144.49M	-5.83K	-0.50%
Mar 31, 2026	LPL FINANCIAL LLC	3.03%	3.26M	407.61M	93.62K	+2.96%
Mar 31, 2026	MORGAN STANLEY	5.18%	5.57M	697.4M	-4.52K	-0.08%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.24%	257.23K	31.88M	-8.07K	-3.04%
Mar 31, 2026	GOLDSTEIN ADVISORS, LLC	0.56%	598K	74.83M	-77.31K	-11.45%
Mar 31, 2026	SFMG, LLC	0.79%	852.01K	106.61M	22.87K	+2.76%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.21%	219.39K	27.47M	-26.4K	-10.74%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.32%	343.98K	43.04M	-392	-0.11%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.59%	7.09M	886.65M	8.04K	+0.11%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	26.13%	28.09M	3.52B	75.2K	+0.27%
Mar 31, 2026		0.17%	182.16K	22.79M	-2.83K	-1.53%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.17%	182.99K	22.9M	42.29K	+30.05%
Mar 31, 2026	VAUGHAN & CO SECURITIES, INC.	0.18%	185.93K	23.27M	-619	-0.33%
Mar 31, 2026	GFG CAPITAL, LLC	0.18%	187.21K	23.43M	16.78K	+9.84%
Mar 31, 2026	1900 WEALTH MANAGEMENT LLC	0.19%	204.13K	25.54M	44	+0.02%
Mar 31, 2026	KELMAN-LAZAROV, INC.	0.19%	206.05K	25.78M	-7.36K	-3.45%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.2%	208.19K	26.05M	-9.77K	-4.48%
Mar 31, 2026	CORNERSTONE ADVISORY, LLC	0.2%	214.95K	26.9M	-8.06K	-3.62%
Mar 31, 2026	CENTURION WEALTH MANAGEMENT LLC	0.21%	219.24K	27.43M	35.69K	+19.44%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.27%	288K	36.04M	-34.22K	-10.62%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.3%	324.79K	40.64M	2.14K	+0.66%
Mar 31, 2026	IAG WEALTH PARTNERS, LLC	0.3%	325.46K	40.72M	-2.4K	-0.73%
Mar 31, 2026	APPLETON PARTNERS INC/MA	0.39%	420.41K	52.61M	-2.68K	-0.63%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.4%	429.02K	53.68M	-5.73K	-1.32%
Mar 31, 2026	LEO WEALTH, LLC	0.41%	442.6K	55.38M	-16.59K	-3.61%
Mar 31, 2026	FIRST FOUNDATION ADVISORS	0.43%	459.09K	57.45M	-8.26K	-1.77%
Mar 31, 2026	PENNEY FINANCIAL, LLC	0.44%	477.72K	59.78M	5.08K	+1.07%
Mar 31, 2026	LIFELONG WEALTH ADVISORS, INC.	0.51%	548.23K	68.6M	7.65K	+1.42%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.52%	563.1K	70.46M	31.04K	+5.83%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.62%	2.81M	351.99M	-162.38K	-5.46%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.25%	270.49K	33.85M	1.15K	+0.43%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.25%	273.15K	34.49M	-227.17K	-45.41%
Mar 31, 2026	EVERGREEN WEALTH SOLUTIONS, LLC	0.26%	284.45K	35.59M	-55.98K	-16.44%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.21%	227.57K	28.47M	2.37K	+1.05%
Mar 31, 2026	HIGH PROBABILITY ADVISORS, LLC	0.73%	788.47K	98.66M	-22.44K	-2.77%
Mar 31, 2026	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.79%	847.45K	106.04M	16.89K	+2.03%
Mar 31, 2026	BETTERMENT LLC	5.37%	5.77M	721.88M	-236.64K	-3.94%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.39%	418.47K	52.36M	-16.12K	-3.71%
Mar 31, 2026	RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC	0.6%	646.37K	80.88M	4.31K	+0.67%
Mar 31, 2026	ROYAL BANK OF CANADA	0.67%	715.23K	89.5M	47.54K	+7.12%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.26%	278.63K	34.87M	23.38K	+9.16%
Mar 31, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0.26%	280.06K	35.04M	5.87K	+2.14%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.32%	344.25K	43.08M	-2.77K	-0.80%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.31%	347.02K	45.94M	-6.91K	-1.95%
Dec 31, 2025	MORGAN STANLEY	4.95%	5.58M	738.35M	-277.45K	-4.74%
Dec 31, 2025	BETTERMENT LLC	5.33%	6.01M	794.98M	157.87K	+2.70%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.14%	157.01K	20.78M	-601	-0.38%
Dec 31, 2025	GFG CAPITAL, LLC	0.15%	170.44K	22.56M	-2.41K	-1.39%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.15%	168.31K	22.28M	-716	-0.42%
Dec 31, 2025	NORTHSTAR ASSET MANAGEMENT LLC /NJ/	0.15%	169.47K	22.43M	5.57K	+3.40%
Dec 31, 2025	RETIREMENT PLANNING GROUP	0.16%	176.63K	23.38M	-7.95K	-4.31%
Dec 31, 2025	CENTURION WEALTH MANAGEMENT LLC	0.16%	183.55K	24.3M	1.57K	+0.86%
Dec 31, 2025	VAUGHAN & CO SECURITIES, INC.	0.17%	186.55K	24.69M	4.21K	+2.31%
Dec 31, 2025	1900 WEALTH MANAGEMENT LLC	0.18%	204.09K	27.02M	-5.79K	-2.76%
Dec 31, 2025	KELMAN-LAZAROV, INC.	0.19%	213.42K	28.25M	-14.72K	-6.45%
Dec 31, 2025	JPMORGAN CHASE & CO	0.32%	362.07K	47.93M	26.59K	+7.93%
Dec 31, 2025	DROMS STRAUSS ADVISORS INC /MO/ /ADV	0.34%	378.95K	50.16M	-1.06K	-0.28%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.37%	413.51K	54.74M	7.54K	+1.86%
Dec 31, 2025	APPLETON PARTNERS INC/MA	0.37%	423.09K	56M	-6.37K	-1.48%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.39%	434.59K	57.53M	-31.84K	-6.83%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.2%	225.2K	29.81M	4.78K	+2.17%
Dec 31, 2025	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	0.32%	356.36K	47.17M	18.25K	+5.40%
Dec 31, 2025	FIRST FOUNDATION ADVISORS	0.41%	467.34K	61.86M	-17.68K	-3.65%
Dec 31, 2025	PENNEY FINANCIAL, LLC	0.42%	472.64K	62.56M	36.75K	+8.43%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.44%	500.32K	67.21M	-4.11K	-0.82%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.47%	532.05K	70.43M	8.35K	+1.59%
Dec 31, 2025	LIFELONG WEALTH ADVISORS, INC.	0.48%	540.58K	71.56M	-4.23K	-0.78%
Dec 31, 2025	UBS GROUP AG	0.51%	578.48K	76.57M	-5.41K	-0.93%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.89%	1M	132.69M	18.56K	+1.89%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.58%	650.63K	86.12M	-26.21K	-3.87%
Dec 31, 2025	ROYAL BANK OF CANADA	0.59%	667.69K	88.38M	-33.62K	-4.79%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.38%	7.08M	936.88M	277.6K	+4.08%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.19%	217.96K	28.85M	-514.49K	-70.24%
Dec 31, 2025	CORNERSTONE ADVISORY, LLC	0.2%	223.01K	29.52M	-2.93K	-1.29%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	24.86%	28.02M	3.71B	172.81K	+0.62%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.04%	1.15M	152.34M	10.55K	+0.93%
Dec 31, 2025	RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC	0.58%	642.06K	84.99M	-5.23K	-0.81%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.39%	434.75K	57.55M	-12.31K	-2.75%
Dec 31, 2025	LEO WEALTH, LLC	0.41%	459.18K	60.81M	216.83K	+89.47%
Dec 31, 2025	SKYVIEW INVESTMENT ADVISORS, LLC	0.58%	652.45K	86.3M	-25.47K	-3.76%
Dec 31, 2025	GOLDSTEIN ADVISORS, LLC	0.61%	675.31K	89.39M	15.95K	+2.42%
Dec 31, 2025	HIGH PROBABILITY ADVISORS, LLC	0.72%	810.91K	107.34M	-49	-0.01%
Dec 31, 2025	SFMG, LLC	0.73%	829.14K	109.75M	11.48K	+1.40%
Dec 31, 2025	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.73%	830.56K	109.94M	-30.59K	-3.55%
Dec 31, 2025	GLENVIEW TRUST CO	1.03%	1.16M	153.62M	-10.76K	-0.92%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.24%	274.19K	36.29M	7.24K	+2.71%
Dec 31, 2025	HB WEALTH MANAGEMENT, LLC	1.07%	1.21M	160.33M	63.22K	+5.51%
Dec 31, 2025	SIGFIG WEALTH MANAGEMENT, LLC	1.54%	1.74M	230.5M	20.55K	+1.19%
Dec 31, 2025	RIVERFRONT INVESTMENT GROUP, LLC	1.66%	1.87M	247.93M	25.64K	+1.39%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.16%	2.44M	322.84M	-72.92K	-2.90%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.64%	2.98M	393.85M	-17.95K	-0.60%
Dec 31, 2025	GRATUS WEALTH ADVISORS, LLC	0.13%	142.3K	18.84M	1.06K	+0.75%
Dec 31, 2025	ARVEST INVESTMENTS, INC.	0.13%	144.07K	19.07M	425	+0.30%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.13%	147.15K	19.48M	-401	-0.27%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	2.22%	2.51M	332.11M	72.78K	+2.99%
Dec 31, 2025	LPL FINANCIAL LLC	2.85%	3.16M	418.8M	95.53K	+3.11%
Dec 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	4.8%	5.32M	704.8M	899.4K	+20.33%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	245.79K	32.56M	3.15K	+1.30%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.23%	255.26K	33.79M	3.37K	+1.34%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.23%	265.31K	35.12M	-3.5K	-1.30%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.24%	269.34K	35.65M	910	+0.34%
Dec 31, 2025	RFG ADVISORY, LLC	0.26%	297.49K	39.38M	173.41K	+139.76%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.29%	322.64K	42.71M	-2.61K	-0.80%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.29%	322.21K	42.65M	-178	-0.06%
Dec 31, 2025	IAG WEALTH PARTNERS, LLC	0.3%	327.87K	43.4M	-12.05K	-3.55%
Dec 31, 2025	EVERGREEN WEALTH SOLUTIONS, LLC	0.3%	340.43K	45.06M	-31.79K	-8.54%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.31%	344.38K	45.59M	53.63K	+18.45%
Sep 30, 2025	SIGFIG WEALTH MANAGEMENT, LLC	1.51%	1.72M	223.75M	-145.53K	-7.80%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	24.49%	27.85M	3.63B	-1.91M	-6.41%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.98%	6.8M	885.92M	-109.78K	-1.59%
Sep 30, 2025	EVERGREEN WEALTH SOLUTIONS, LLC	0.33%	372.22K	48.49M	-4.4K	-1.17%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.31%	353.93K	46.11M	-2.01K	-0.57%
Sep 30, 2025	HB WEALTH MANAGEMENT, LLC	1.01%	1.15M	149.57M	76.94K	+7.18%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.44%	504.44K	65.73M	-5.64K	-1.11%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.87%	983.87K	128.18M	47.71K	+5.10%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.22%	251.88K	32.82M	9.62K	+3.97%
Sep 30, 2025	LPL FINANCIAL LLC	2.7%	3.07M	399.74M	61.84K	+2.06%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.21%	2.51M	327.24M	20.8K	+0.84%
Sep 30, 2025	GLENVIEW TRUST CO	1.03%	1.17M	152.6M	-36.64K	-3.03%
Sep 30, 2025	RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC	0.57%	647.29K	84.33M	-4.24K	-0.65%
Sep 30, 2025	UBS GROUP AG	0.51%	583.88K	76.07M	-23.03K	-3.79%
Sep 30, 2025	FIRST FOUNDATION ADVISORS	0.43%	485.02K	63.19M	-17.38K	-3.46%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.41%	466.42K	60.77M	-92.66K	-16.57%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.36%	405.97K	52.89M	16.77K	+4.31%
Sep 30, 2025	LEO WEALTH, LLC	0.21%	242.36K	31.57M	-197.6K	-44.91%
Sep 30, 2025	VAUGHAN & CO SECURITIES, INC.	0.16%	182.34K	23.75M	1.81K	+1.00%
Sep 30, 2025	CENTURION WEALTH MANAGEMENT LLC	0.16%	181.98K	23.71M	2.46K	+1.37%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.16%	180.08K	23.46M	-1.37K	-0.75%
Sep 30, 2025	GFG CAPITAL, LLC	0.15%	172.85K	22.52M	-4.27K	-2.41%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.15%	169.03K	22.02M	2.15K	+1.29%
Sep 30, 2025	NORTHSTAR ASSET MANAGEMENT LLC /NJ/	0.14%	163.9K	21.35M	3.34K	+2.08%
Sep 30, 2025	ACIMA PRIVATE WEALTH, LLC	0.14%	163.29K	21.27M	-4.41K	-2.63%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.14%	157.61K	20.53M	-10.48K	-6.24%
Sep 30, 2025	ARVEST INVESTMENTS, INC.	0.13%	143.65K	18.71M	-1.63K	-1.12%
Sep 30, 2025	GRATUS WEALTH ADVISORS, LLC	0.12%	141.24K	18.4M	4.16K	+3.03%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.12%	138.83K	18.09M	-1.43K	-1.02%
Sep 30, 2025	MORGAN STANLEY	5.15%	5.86M	762.84M	372.21K	+6.79%
Sep 30, 2025	IAG WEALTH PARTNERS, LLC	0.3%	339.92K	44.28M	-20.88K	-5.79%
Sep 30, 2025	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	0.3%	338.11K	44.05M	-2.07K	-0.61%
Sep 30, 2025	JPMORGAN CHASE & CO	0.3%	335.47K	43.71M	-14.6K	-4.17%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.29%	325.25K	42.37M	3.31K	+1.03%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.28%	322.39K	42M	27.9K	+9.47%
Sep 30, 2025	LEXAURUM ADVISORS, LLC	0.28%	320.26K	41.72M	21.29K	+7.12%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.21%	242.64K	31.28M	38.24K	+18.71%
Sep 30, 2025	KELMAN-LAZAROV, INC.	0.2%	228.14K	29.72M	-5.23K	-2.24%
Sep 30, 2025	CORNERSTONE ADVISORY, LLC	0.2%	225.94K	29.44M	-2.54K	-1.11%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.64%	732.45K	95.42M	9.53K	+1.32%
Sep 30, 2025	BETTERMENT LLC	5.14%	5.85M	761.86M	248.2K	+4.43%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	2.14%	2.44M	317.39M	266.75K	+12.30%
Sep 30, 2025	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.76%	861.15K	112.19M	8.91K	+1.05%
Sep 30, 2025	SFMG, LLC	0.72%	817.66K	106.52M	6.28K	+0.77%
Sep 30, 2025	HIGH PROBABILITY ADVISORS, LLC	0.71%	810.96K	105.65M	12.31K	+1.54%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.39%	447.06K	58.24M	-25.05K	-5.31%
Sep 30, 2025	PENNEY FINANCIAL, LLC	0.38%	435.9K	56.79M	8.1K	+1.89%
Sep 30, 2025	APPLETON PARTNERS INC/MA	0.38%	429.46K	55.95M	124	+0.03%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1%	1.14M	148.56M	3.78K	+0.33%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.26%	290.75K	37.88M	21.11K	+7.83%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.24%	268.8K	34.48M	-2.26K	-0.83%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.24%	268.43K	34.97M	17.92K	+7.15%
Sep 30, 2025	ROYAL BANK OF CANADA	0.62%	701.31K	91.37M	-135.54K	-16.20%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.6%	676.83K	88.18M	-17.58K	-2.53%
Sep 30, 2025	GOLDSTEIN ADVISORS, LLC	0.58%	659.36K	85.9M	100.55K	+17.99%
Sep 30, 2025	LIFELONG WEALTH ADVISORS, INC.	0.48%	544.8K	70.98M	3.06K	+0.57%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.46%	523.7K	68.23M	10.64K	+2.07%
Sep 30, 2025	DROMS STRAUSS ADVISORS INC /MO/ /ADV	0.33%	380.01K	49.51M	-18.35K	-4.61%
Sep 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.23%	266.95K	34.78M	12.2K	+4.79%
Sep 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	3.89%	4.43M	576.5M	-38.45K	-0.86%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.63%	2.99M	389.97M	-76.03K	-2.48%
Sep 30, 2025	RIVERFRONT INVESTMENT GROUP, LLC	1.62%	1.85M	240.52M	40.13K	+2.22%
Sep 30, 2025	1900 WEALTH MANAGEMENT LLC	0.18%	209.87K	27.34M	-2.83K	-1.33%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.18%	202.18K	26.32M	-5.27K	-2.54%
Sep 30, 2025	RETIREMENT PLANNING GROUP	0.16%	184.58K	24.05M	-71.72K	-27.98%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.24%	271.06K	32.9M	-18.5K	-6.39%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.29%	321.94K	39.08M	4.03K	+1.27%
Jun 30, 2025	EVERGREEN WEALTH SOLUTIONS, LLC	0.34%	376.61K	45.71M	-14.93K	-3.81%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.35%	389.2K	47.24M	32.46K	+9.10%
Jun 30, 2025	DROMS STRAUSS ADVISORS INC /MO/ /ADV	0.36%	398.35K	48.35M	-3.92K	-0.98%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.02%	1.14M	137.96M	7.29K	+0.65%
Jun 30, 2025	RIVERFRONT INVESTMENT GROUP, LLC	1.62%	1.81M	219.37M	16.82K	+0.94%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.94%	2.17M	263.33B	155K	+7.69%
Jun 30, 2025	MORGAN STANLEY	4.91%	5.48M	665.55B	51.94K	+0.96%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	26.66%	29.75M	3.61B	-180.06K	-0.60%
Jun 30, 2025	APPLETON PARTNERS INC/MA	0.38%	429.33K	52.11M	-5.04K	-1.16%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.23%	2.49M	302.36M	55.58K	+2.28%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.24%	269.64K	32.73M	19.8K	+7.93%
Jun 30, 2025	LPL FINANCIAL LLC	2.69%	3.01M	364.93M	106.14K	+3.66%
Jun 30, 2025	SIGFIG WEALTH MANAGEMENT, LLC	1.67%	1.87M	225.34M	-493	-0.03%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.46%	513.06K	62.28M	4.23K	+0.83%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.5%	559.08K	67.86M	1.47K	+0.26%
Jun 30, 2025	RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC	0.58%	651.53K	79.08M	19.44K	+3.08%
Jun 30, 2025	SKYVIEW INVESTMENT ADVISORS, LLC	0.62%	693.95K	83.79M	-61.8K	-8.18%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.62%	694.41K	84.29M	-69.24K	-9.07%
Jun 30, 2025	LEO WEALTH, LLC	0.39%	439.96K	53.45M	196.46K	+80.68%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.42%	472.12K	57.31M	29.58K	+6.68%
Jun 30, 2025	FIRST FOUNDATION ADVISORS	0.45%	502.4K	60.98M	-11.72K	-2.28%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.46%	510.08K	62.68M	-120.02K	-19.05%
Jun 30, 2025	SFMG, LLC	0.73%	811.38K	98.49M	10.28K	+1.28%
Jun 30, 2025	ROYAL BANK OF CANADA	0.75%	836.85K	101.58M	164.1K	+24.39%
Jun 30, 2025	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.76%	852.24K	103.44M	32.78K	+4.00%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.19%	214.4K	26.02M	1.42K	+0.67%
Jun 30, 2025	CORNERSTONE ADVISORY, LLC	0.2%	228.47K	27.73M	-227	-0.10%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.26%	294.49K	35.75M	-89.62K	-23.33%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.32%	355.94K	43.2M	-743	-0.21%
Jun 30, 2025	IAG WEALTH PARTNERS, LLC	0.32%	360.8K	43.79M	82.88K	+29.82%
Jun 30, 2025		0.38%	427.8K	51.93M	34.49K	+8.77%
Jun 30, 2025	GLENVIEW TRUST CO	1.08%	1.21M	146.62M	-28.87K	-2.33%
Jun 30, 2025	UBS GROUP AG	0.54%	606.91K	73.67M	-17.45K	-2.80%
Jun 30, 2025	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	0.3%	340.18K	41.28M	28.39K	+9.11%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.19%	6.91M	838.73M	-39.82K	-0.57%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.75%	3.07M	372.56M	14.92K	+0.49%
Jun 30, 2025	HB WEALTH MANAGEMENT, LLC	0.96%	1.07M	130.01M	61.54K	+6.10%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.84%	936.16K	113.63M	37.35K	+4.16%
Jun 30, 2025	JPMORGAN CHASE & CO	0.31%	350.07K	42.49M	10.22K	+3.01%
Jun 30, 2025	LEXAURUM ADVISORS, LLC	0.27%	298.98K	36.29M	106.16K	+55.06%
Jun 30, 2025	RETIREMENT PLANNING GROUP	0.23%	256.3K	31.11M	-66.05K	-20.49%
Jun 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.23%	254.75K	30.92M	-16.38K	-6.04%
Jun 30, 2025	1900 WEALTH MANAGEMENT LLC	0.19%	212.71K	25.82M	-662	-0.31%
Jun 30, 2025	BETTERMENT LLC	5.02%	5.6M	679.69M	293.77K	+5.54%
Jun 30, 2025	PENNEY FINANCIAL, LLC	0.38%	427.8K	51.93M	34.49K	+8.77%
Jun 30, 2025	LIFELONG WEALTH ADVISORS, INC.	0.49%	541.74K	65.76M	9.44K	+1.77%
Jun 30, 2025	HIGH PROBABILITY ADVISORS, LLC	0.72%	798.65K	96.94M	54.63K	+7.34%
Jun 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	4%	4.46M	541.78M	134.53K	+3.11%
Jun 30, 2025	GOLDSTEIN ADVISORS, LLC	0.5%	558.81K	67.83M	70	+0.01%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.22%	250.51K	30.41B	229.88K	+1,113.79%
Jun 30, 2025	KELMAN-LAZAROV, INC.	0.21%	233.36K	28.33M	-19.79K	-7.82%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.22%	242.26K	29.41M	29.12K	+13.66%
Mar 31, 2025	STERLING FINANCIAL GROUP, INC.	0.33%	352.45K	38.8M	19.32K	+5.80%
Mar 31, 2025	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.77%	819.46K	90.21M	29.84K	+3.78%
Mar 31, 2025	GLENVIEW TRUST CO	1.17%	1.24M	136.15M	-24.11K	-1.91%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.56%	6.95M	765.03M	-138.44K	-1.95%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.42%	442.54K	48.72M	-7.55K	-1.68%
Mar 31, 2025	GFG CAPITAL, LLC	0.45%	478.31K	43.86M	-6.93K	-1.43%
Mar 31, 2025	UBS GROUP AG	0.59%	624.37K	68.73M	-723	-0.12%
Mar 31, 2025	SIGFIG WEALTH MANAGEMENT, LLC	1.76%	1.87M	204.19M	706	+0.04%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.42%	442.54K	48.72M	-7.55K	-1.68%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.27%	289.56K	31.87M	-5.19K	-1.76%
Mar 31, 2025	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	0.29%	311.79K	34.34M	9.98K	+3.31%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.23%	241.88K	26.64M	48.28K	+24.94%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.48%	508.84K	56.01M	31.2K	+6.53%
Mar 31, 2025	FIRST FOUNDATION ADVISORS	0.49%	514.12K	56.59M	-26.21K	-4.85%
Mar 31, 2025	BETTERMENT LLC	5.01%	5.31M	584.07M	-40.3K	-0.75%
Mar 31, 2025	MORGAN STANLEY	5.13%	5.43M	597.87M	63.27K	+1.18%
Mar 31, 2025	LPL FINANCIAL LLC	2.74%	2.9M	319.27M	52.29K	+1.84%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.89%	3.05M	336.24M	-5.24K	-0.17%
Mar 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	4.09%	4.33M	476.53M	76.93K	+1.81%
Mar 31, 2025	EVERGREEN WEALTH SOLUTIONS, LLC	0.37%	391.54K	43.1M	16.03K	+4.27%
Mar 31, 2025	DROMS STRAUSS ADVISORS INC /MO/ /ADV	0.38%	402.28K	44.28M	-7.03K	-1.72%
Mar 31, 2025	APPLETON PARTNERS INC/MA	0.41%	434.38K	47.82M	-2.2K	-0.50%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.34%	356.69K	39.26M	-11.69K	-3.17%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.85%	898.82K	98.94M	7.97K	+0.90%
Mar 31, 2025	HB WEALTH MANAGEMENT, LLC	0.95%	1.01M	111.13M	1.01M	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.07%	1.13M	124.31M	-7.58K	-0.67%
Mar 31, 2025	ROYAL BANK OF CANADA	0.64%	672.75K	74.06M	-222	-0.03%
Mar 31, 2025	SFMG, LLC	0.76%	801.1K	88.18M	-9.65K	-1.19%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	28.27%	29.93M	3.29B	266.73K	+0.90%
Mar 31, 2025	SKYVIEW INVESTMENT ADVISORS, LLC	0.71%	755.75K	83.19M	79	+0.01%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.3%	2.44M	268.09M	77.36K	+3.28%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.9%	2.01M	221.75M	-342.13K	-14.52%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.6%	630.1K	69.36M	51.79K	+8.96%
Mar 31, 2025		0.37%	393.31K	43.3M	17.1K	+4.55%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.36%	384.12K	42.28M	-798	-0.21%
Mar 31, 2025	RETIREMENT PLANNING GROUP	0.3%	322.35K	35.48M	-736.7K	-69.56%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.3%	317.91K	35M	27.65K	+9.53%
Mar 31, 2025	IAG WEALTH PARTNERS, LLC	0.26%	277.92K	30.59M	7.75K	+2.87%
Mar 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.26%	271.13K	29.85M	20.64K	+8.24%
Mar 31, 2025	CORNERSTONE ADVISORY, LLC	0.22%	228.7K	25.22M	-5.89K	-2.51%
Mar 31, 2025	GOLDSTEIN ADVISORS, LLC	0.53%	558.74K	61.51M	13.27K	+2.43%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.72%	763.65K	84.06M	2.49K	+0.33%
Mar 31, 2025	RIVERFRONT INVESTMENT GROUP, LLC	1.69%	1.79M	197.09M	93.85K	+5.53%
Mar 31, 2025	RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC	0.6%	632.09K	69.58M	2.27K	+0.36%
Mar 31, 2025	LEO WEALTH, LLC	0.23%	243.5K	26.8M	-235.97K	-49.21%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.24%	249.84K	27.5M	31.18K	+14.26%
Mar 31, 2025	KELMAN-LAZAROV, INC.	0.24%	253.15K	27.87M	-110.99K	-30.48%
Mar 31, 2025	JPMORGAN CHASE & CO	0.32%	339.86K	37.41M	5.23K	+1.56%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.34%	356.74K	39.27M	-9.17K	-2.51%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.53%	557.62K	61.38M	10.45K	+1.91%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	22.91%	28.99M	3.01B	-373.57K	-1.27%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.76%	836.24K	86.79M	744.47K	+811.25%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.77%	849.4K	88.16M	849.4K	+100.00%
Mar 31, 2024	RETIREMENT PLANNING GROUP	0.82%	903.14K	93.74M	-40K	-4.24%
Mar 31, 2024	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.82%	911.48K	94.6M	34.78K	+3.97%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.86%	1.09M	112.76M	-44.94K	-3.97%
Mar 31, 2024	GLENVIEW TRUST CO	1.18%	1.3M	135.13M	-6.52K	-0.50%
Mar 31, 2024	MORGAN STANLEY	4.08%	5.17M	536.16M	-4.46K	-0.09%
Mar 31, 2024	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	4.5%	4.97M	516.31M	-99.62K	-1.96%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	7.95%	10.06M	1.04B	-117.11K	-1.15%
Mar 31, 2024	APPLETON PARTNERS INC/MA	0.41%	454.36K	47.16M	-8.47K	-1.83%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.42%	531.38K	55.15M	-1.79K	-0.34%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.43%	479.99K	49.82M	7.17K	+1.52%
Mar 31, 2024	FIRST FOUNDATION ADVISORS	0.44%	489.17K	50.77M	39.67K	+8.83%
Mar 31, 2024	ADVISORNET FINANCIAL, INC	0.5%	550.31K	57.12M	-25.74K	-4.47%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.52%	573.53K	59.53M	8.04K	+1.42%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.52%	573.95K	59.57M	-204.24K	-26.25%
Mar 31, 2024	GOLDSTEIN ADVISORS, LLC	0.54%	599.22K	62.19M	27.4K	+4.79%
Mar 31, 2024	UBS GROUP AG	0.56%	704.36K	73.11M	-46.6K	-6.21%
Mar 31, 2024	SIGFIG WEALTH MANAGEMENT, LLC	1.81%	2.01M	208.15M	13.94K	+0.70%
Mar 31, 2024	RIVERFRONT INVESTMENT GROUP, LLC	2.11%	2.33M	241.72M	113.09K	+5.10%
Mar 31, 2024	LPL FINANCIAL LLC	2.18%	2.76M	286.81M	252K	+10.03%
Mar 31, 2024	SFMG, LLC	0.73%	805.65K	83.62M	-3.96K	-0.49%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	2.38%	3.02M	313.06M	-130.74K	-4.15%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.51%	3.18M	330M	-292.67K	-8.43%
Mar 31, 2024	DYNAMIC ADVISOR SOLUTIONS LLC	0.33%	361.49K	37.52M	25.77K	+7.67%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.33%	370.24K	38.43M	-4.06K	-1.09%
Mar 31, 2024	CETERA ADVISORS LLC	0.59%	651.74K	67.64M	-613.23K	-48.48%
Mar 31, 2024	BETTERMENT LLC	3.54%	3.91M	406.02M	290.4K	+8.02%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	3.88%	4.91M	510.15M	-73.72K	-1.48%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.13%	164.15K	17.04M	-12.54K	-7.10%
Mar 31, 2024	LEXAURUM ADVISORS, LLC	0.13%	167.97K	17.43M	1.05K	+0.63%
Mar 31, 2024	ARVEST INVESTMENTS, INC.	0.13%	170.6K	17.71M	-16.47K	-8.80%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.14%	178.35K	18.52M	-83.79K	-31.96%
Mar 31, 2024	VAUGHAN & CO SECURITIES, INC.	0.14%	182.36K	18.93M	-365	-0.20%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	185.63K	19.27M	154.23K	+491.19%
Mar 31, 2024	CALLAN CAPITAL, LLC	0.15%	186.97K	19.41M	-9.74K	-4.95%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.15%	194.88K	20.23M	2.17K	+1.13%
Mar 31, 2024	HORIZON FAMILY WEALTH, INC.	0.17%	209.09K	21.7M	-1.64K	-0.78%
Mar 31, 2024	ACIMA PRIVATE WEALTH, LLC	0.17%	210.72K	21.87M	79.52K	+60.60%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.17%	211.26K	21.93M	13.94K	+7.07%
Mar 31, 2024	AXXCESS WEALTH MANAGEMENT, LLC	0.17%	215.32K	22.35M	3.78K	+1.79%
Mar 31, 2024	1900 WEALTH MANAGEMENT LLC	0.17%	218.09K	22.64M	-28.9K	-11.70%
Mar 31, 2024	LINCOLN CAPITAL CORP	0.18%	223.99K	23.25M	5.8K	+2.66%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.2%	225.45K	23.4M	-3.55K	-1.55%
Mar 31, 2024	STADION MONEY MANAGEMENT, LLC	0.21%	228.33K	23.7M	-19.49K	-7.87%
Mar 31, 2024	CORNERSTONE ADVISORY, LLC	0.21%	231.45K	24.02M	-843	-0.36%
Mar 31, 2024	JPMORGAN CHASE & CO	0.23%	286.52K	29.74M	34.59K	+13.73%
Mar 31, 2024	EVERGREEN WEALTH SOLUTIONS, LLC	0.23%	252.24K	26.18M	79.91K	+46.37%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.23%	290.73K	30.17M	-11.62K	-3.84%
Mar 31, 2024	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	0.23%	255.9K	26.56M	14.51K	+6.01%
Mar 31, 2024	GEOWEALTH MANAGEMENT, LLC	0.23%	256.6K	26.63M	203.29K	+381.31%
Mar 31, 2024	IAG WEALTH PARTNERS, LLC	0.24%	264.58K	27.46M	-7.08K	-2.61%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.28%	311.9K	32.37M	-8.42K	-2.63%
Mar 31, 2024	KELMAN-LAZAROV, INC.	0.34%	379.45K	39.38M	-4.26K	-1.11%
Mar 31, 2024	RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC	0.6%	660.27K	68.53M	-11.85K	-1.76%
Mar 31, 2024	GFG CAPITAL, LLC	0.61%	670.49K	57.38M	-28.57K	-4.09%
Mar 31, 2024	ROYAL BANK OF CANADA	0.63%	793.39K	82.35M	53.26K	+7.20%
Mar 31, 2024	SKYVIEW INVESTMENT ADVISORS, LLC	0.67%	746.08K	77.44M	67.26K	+9.91%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	0.68%	753.2K	78.17M	14.77K	+2.00%
Mar 31, 2024	WMS PARTNERS, LLC	0.69%	768.65K	79.78M	73.03K	+10.50%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.28%	359.89K	37.37M	-6.31K	-1.72%
Mar 31, 2024	LEO WEALTH, LLC	0.36%	400.92K	41.56M	23.56K	+6.24%
Mar 31, 2024	DROMS STRAUSS ADVISORS INC /MO/ /ADV	0.4%	446K	46.29M	-1.77K	-0.40%
Dec 31, 2023	IAG WEALTH PARTNERS, LLC	0.23%	271.65K	25.48M	-7.62K	-2.73%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.22%	262.15K	24.61M	-149.57K	-36.33%
Dec 31, 2023	JPMORGAN CHASE & CO	0.21%	251.93K	23.63M	74.06K	+41.64%
Dec 31, 2023	WMS PARTNERS, LLC	0.59%	695.61K	65.26B	2.56K	+0.37%
Dec 31, 2023	SKYVIEW INVESTMENT ADVISORS, LLC	0.58%	678.82K	63.51M	669.92K	+7,530.58%
Dec 31, 2023	RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC	0.57%	672.12K	63.05M	-16.07K	-2.34%
Dec 31, 2023	ADVISORNET FINANCIAL, INC	0.49%	576.05K	54.04M	-7.09K	-1.22%
Dec 31, 2023	GOLDSTEIN ADVISORS, LLC	0.48%	571.82K	53.64M	18.6K	+3.36%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.48%	565.49K	53.05M	-23.85K	-4.05%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.45%	533.17K	50.02M	533.17K	+100.00%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.4%	472.82K	44.36M	-9.96K	-2.06%
Dec 31, 2023	APPLETON PARTNERS INC/MA	0.39%	462.83K	43.42M	-610	-0.13%
Dec 31, 2023	FIRST FOUNDATION ADVISORS	0.38%	449.5K	42.17M	79.58K	+21.51%
Dec 31, 2023	DROMS STRAUSS ADVISORS INC /MO/ /ADV	0.38%	447.77K	42.01M	-9.15K	-2.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.94%	3.47M	325.72M	166.51K	+5.04%
Dec 31, 2023	KELMAN-LAZAROV, INC.	0.33%	383.72K	36M	-5.12K	-1.32%
Dec 31, 2023		0.32%	377.36K	36.86M	377.36K	+100.00%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.32%	374.3K	35.11M	2.62K	+0.70%
Dec 31, 2023	STADION MONEY MANAGEMENT, LLC	0.21%	247.82K	23.25M	-4.41K	-1.75%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	2.67%	3.15M	295.22M	-21.59K	-0.68%
Dec 31, 2023	LPL FINANCIAL LLC	2.13%	2.51M	235.59M	34.19K	+1.38%
Dec 31, 2023	GLENVIEW TRUST CO	1.11%	1.31M	122.75M	-24.31K	-1.82%
Dec 31, 2023	CETERA ADVISORS LLC	1.07%	1.26M	118.67M	25.33K	+2.04%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.96%	1.13M	106.13M	-73.67K	-6.11%
Dec 31, 2023	RETIREMENT PLANNING GROUP	0.8%	943.13K	88.48M	1.68K	+0.18%
Dec 31, 2023	BETTERMENT LLC	3.07%	3.62M	339.73M	230.35K	+6.79%
Dec 31, 2023	RIVERFRONT INVESTMENT GROUP, LLC	1.88%	2.22M	207.87M	26.27K	+1.20%
Dec 31, 2023	SIGFIG WEALTH MANAGEMENT, LLC	1.69%	1.99M	186.83M	-99	-0.01%
Dec 31, 2023	CORNERSTONE ADVISORY, LLC	0.2%	232.29K	21.79M	-960	-0.41%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.19%	228.99K	21.48M	-7.98K	-3.37%
Dec 31, 2023	LINCOLN CAPITAL CORP	0.18%	218.18K	20.47M	-3.54K	-1.60%
Dec 31, 2023	MORGAN STANLEY	4.38%	5.17M	485.02M	-31.51K	-0.61%
Dec 31, 2023	1900 WEALTH MANAGEMENT LLC	0.21%	246.99K	23.17M	-117.45K	-32.23%
Dec 31, 2023	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	0.2%	241.38K	22.65M	350	+0.15%
Dec 31, 2023	ROYAL HARBOR PARTNERS, LLC	0.18%	214.55K	20.13M	7.65K	+3.70%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	4.22%	4.99M	467.88M	-4.19M	-45.64%
Dec 31, 2023	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	4.3%	5.07M	476.01M	278.37K	+5.80%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.31%	366.2K	34.35M	317.8K	+656.57%
Dec 31, 2023	DYNAMIC ADVISOR SOLUTIONS LLC	0.28%	335.72K	31.01M	22.99K	+7.35%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	24.87%	29.36M	2.75B	-63.29K	-0.22%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.27%	320.33K	30.05M	-25.87K	-7.47%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.26%	302.35K	28.36M	3.91K	+1.31%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8.62%	10.18M	954.68M	-242.1K	-2.32%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.23%	275.86K	25.88M	19.49K	+7.60%
Dec 31, 2023	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.74%	876.7K	82.24M	21.51K	+2.52%
Dec 31, 2023	SFMG, LLC	0.69%	809.62K	75.95M	3.05K	+0.38%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.66%	778.2K	72.95M	-63.29K	-7.52%
Dec 31, 2023	UBS GROUP AG	0.64%	750.96K	70.45M	-63.4K	-7.79%
Dec 31, 2023	ROYAL BANK OF CANADA	0.63%	740.14K	69.43M	-12.54K	-1.67%
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	0.63%	738.42K	69.27M	-4.07K	-0.55%
Dec 31, 2023	GFG CAPITAL, LLC	0.59%	699.06K	53.87M	-54.06K	-7.18%

Frequently Asked Questions