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

Who are the major shareholders selling iShares iBonds Dec 2027 Term Treasury ETF stock?

CHATHAM CAPITAL GROUP, INC., in the last quarter, reduced its stake in IBTH by -1.99% restricting it's holding to 410.44 thousand shares of worth nearly $9.18M. BROOKSTONE CAPITAL MANAGEMENT also lessened -2.91% of the IBTH shares from its portfolio, reducing its holding to 1.67 million shares of worth $37.36M. GLOBALT INVESTMENTS LLC / GA also shunned IBTH shares holding by -1.84% last quarter which brought its holding to 2.94 million shares worth $65.84M.

Investors who are buying IBTH stock?

As per its latest 13F filing, MIDWEST PROFESSIONAL PLANNERS, LTD. increased its stake in IBTH by 18.27% in the last quarter. The institutional holder raised its holding to 313.05 thousand shares having worth more than $7.00M. FLAVIN FINANCIAL SERVICES, INC. also added 0.29% more shares of IBTH to its portfolio, raising its holding to 322.57 thousand shares of worth $7.22M. JANNEY MONTGOMERY SCOTT LLC also increased its IBTH shares holding by 1.65% which brought its holding to 329.16 thousand shares worth $7.36M.

IBTH's major insiders: who are they?

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

Did an insider recently sell IBTH stock?

Company executives, directors, and other insiders own N/A percent of iShares iBonds Dec 2027 Term Treasury ETF's stock. Within the last six months, there have been 0 transaction(s) in which IBTH insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased IBTH stock?

There have been 0 transaction(s) during the past 6-months in which iShares iBonds Dec 2027 Term Treasury ETF insiders have bought stock, totalling 0 shares

How much of IBTH does insiders own?

Around 0 iShares iBonds Dec 2027 Term Treasury ETF shares are held by insiders, which represents about N/A of IBTH stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IBTH?

MIDWEST PROFESSIONAL PLANNERS, LTD. is the largest institutional owner in IBTH which holds 313.05 thousand shares worth $7.00M or 0.32% of the total IBTH shares outstanding followed by FLAVIN FINANCIAL SERVICES, INC. with ownership of 322.57 thousand shares representing 0.33% of the IBTH ownership. JANNEY MONTGOMERY SCOTT LLC is the third largest stakeholder with 329.16 thousand shares or 0.34% of the ownership worth more than $7.36M.

Is iShares iBonds Dec 2027 Term Treasury 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 IBTH is concerned, it is a stock which is not optionable.

Is there a short position on IBTH's shares?

Number of IBTH 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 IBTH shares are there?

As of today, null shares of IBTH are outstanding.

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

IBTH 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 IBTH is null.

iShares iBonds Dec 2027 Term Treasury ETF (IBTH) 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

OptionableNo

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. MIDWEST PROFESSIONAL PLANNERS, LTD. is the top corporate investor, holding 313.05K shares valued at $7.00M. A 0.32% stake in iShares iBonds Dec 2027 Term Treasury ETF is owned by the company. FLAVIN FINANCIAL SERVICES, INC. owns 322.57K shares valued at $7.22M, which translates its holding of 0.33% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MIDWEST PROFESSIONAL PLANNERS, LTD.	0.32%	313.05K	7M	48.36K	+18.27%
Jun 30, 2026	FLAVIN FINANCIAL SERVICES, INC.	0.33%	322.57K	7.22M	935	+0.29%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.34%	329.16K	7.36M	5.35K	+1.65%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.34%	333.21K	7.45M	333.21K	+100.00%
Jun 30, 2026	NORTHSTAR GROUP, INC.	0.35%	347.59K	7.78M	24.11K	+7.45%
Jun 30, 2026	EIGHT 31 FINANCIAL LLC	0.37%	363.75K	8.14M	8.09K	+2.28%
Jun 30, 2026		0.38%	376.17K	8.41M	3.25K	+0.87%
Jun 30, 2026	CHATHAM CAPITAL GROUP, INC.	0.42%	410.44K	9.18M	-8.35K	-1.99%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.43%	423.3K	9.47M	31.79K	+8.12%
Jun 30, 2026	ASSET ADVISORS INVESTMENT MANAGEMENT, LLC	0.76%	749.6K	16.77M	3.88K	+0.52%
Jun 30, 2026	ONEASCENT FINANCIAL SERVICES LLC	0.84%	828.6K	18.54M	15.59K	+1.92%
Jun 30, 2026	FULTON BANK, N.A.	0.85%	839.82K	18.79M	207.45K	+32.81%
Jun 30, 2026	MKT ADVISORS LLC	0.85%	840.46K	18.75M	36.33K	+4.52%
Jun 30, 2026	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.85%	840.79K	18.81M	106.24K	+14.46%
Jun 30, 2026	STRATOS WEALTH ADVISORS, LLC	1.57%	1.55M	34.63M	260.37K	+20.22%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	1.58%	1.56M	34.89M	1.56M	+100.00%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	1.69%	1.67M	37.36M	-50.12K	-2.91%
Jun 30, 2026	GLOBALT INVESTMENTS LLC / GA	2.98%	2.94M	65.84M	-55.27K	-1.84%
Jun 30, 2026	KOVITZ INVESTMENT GROUP PARTNERS, LLC	3.3%	3.26M	72.92M	622.41K	+23.60%
Jun 30, 2026	MORGAN STANLEY	3.87%	3.82M	85.54M	115.87K	+3.12%
Jun 30, 2026	HM PAYSON & CO	6.69%	6.61M	147.9M	-145.27K	-2.15%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.72%	712.39K	15.94M	-475.26K	-40.02%
Jun 30, 2026	TITLEIST ASSET MANAGEMENT, LLC	0.74%	732.06K	16.38M	45.72K	+6.66%
Jun 30, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	0.34%	335.89K	7.51M	-6.35K	-1.85%
Jun 30, 2026	UBS GROUP AG	1.72%	1.69M	37.92M	-4.72K	-0.28%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	2.06%	2.04M	45.63M	298.01K	+17.11%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	1.41%	1.38M	30.94M	69.46K	+5.29%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	4.36%	4.31M	96.48M	545.2K	+14.47%
Jun 30, 2026	VISTA PRIVATE WEALTH PARTNERS. LLC	0.83%	820.93K	18.36M	48.23K	+6.24%
Jun 30, 2026	JOURNEY ADVISORY GROUP, LLC	0.86%	853.47K	19.09M	-18.64K	-2.14%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.9%	891.31K	19.94M	-9.25K	-1.03%
Jun 30, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.99%	980.87K	21.94M	39.12K	+4.15%
Jun 30, 2026	DELTA WEALTH ADVISORS LLC	0.38%	376.17K	8.41M	3.25K	+0.87%
Jun 30, 2026	APELLA CAPITAL, LLC	0.45%	440.84K	9.84M	30.12K	+7.33%
Jun 30, 2026	MCGUIRE INVESTMENT GROUP, LLC	0.46%	451.07K	10.09M	440.65K	+4,228.04%
Jun 30, 2026	SHELTON WEALTH MANAGEMENT, LLC	0.49%	486.88K	10.89M	30.49K	+6.68%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.57%	559.2K	12.51M	367.01K	+190.96%
Jun 30, 2026	BLACKROCK, INC.	1.2%	1.18M	26.46M	509.11K	+75.59%
Jun 30, 2026	COLONY GROUP, LLC	1.23%	1.21M	27.16M	-191.29K	-13.61%
Jun 30, 2026	FINANCIAL ADVISORY CORP	1.35%	1.33M	29.8M	126.27K	+10.47%
Jun 30, 2026	BIP WEALTH, LLC	0.67%	666.09K	14.9M	257.79K	+63.14%
Jun 30, 2026	HILLTOP HOLDINGS INC.	0.38%	375.38K	8.4M	25.44K	+7.27%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.41%	401.41K	8.98M	27.33K	+7.31%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.51%	500.59K	11.2M	71.54K	+16.67%
Jun 30, 2026	WEALTH MANAGEMENT STRATEGIES, INC.	0.57%	564.72K	12.63M	27.5K	+5.12%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.59%	586.42K	13.12M	49.74K	+9.27%
Jun 30, 2026	MV CAPITAL MANAGEMENT, INC.	0.61%	603.08K	13.49M	-2.23K	-0.37%
Jun 30, 2026	ROYAL BANK OF CANADA	0.62%	608.44K	13.61M	12.64K	+2.12%
Jun 30, 2026	KRILOGY FINANCIAL LLC	0.63%	627.25K	14.03M	40.23K	+6.85%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.65%	639.97K	14.32M	24.98K	+4.06%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	1.09%	1.08M	24.06M	27.85K	+2.66%
Jun 30, 2026	CONNECTICUT WEALTH MANAGEMENT, LLC	1.45%	1.43M	32.08M	193.77K	+15.62%
Jun 30, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	1.59%	1.57M	35.1M	88.16K	+5.95%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.79%	1.77M	39.62M	-103.5K	-5.52%
Jun 30, 2026	LPL FINANCIAL LLC	1.94%	1.92M	42.99M	110.83K	+6.12%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.02%	1.99M	44.55M	-499.32K	-20.04%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.05%	2.02M	45.28M	123.09K	+6.47%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	2.72%	2.69M	60.15M	221.1K	+8.96%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.29%	284.75K	6.37M	9.85K	+3.58%
Jun 30, 2026	FAGAN ASSOCIATES, INC.	0.3%	299.08K	6.69M	-1.48K	-0.49%
Jun 30, 2026	REBALANCE, LLC	0.31%	299.66K	6.7M	29.01K	+10.72%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	1.06%	1.05M	23.5M	30.17K	+2.97%
Mar 31, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.95%	941.76K	21.12M	250.93K	+36.32%
Mar 31, 2026	HILLTOP HOLDINGS INC.	0.35%	349.94K	7.85M	132K	+60.57%
Mar 31, 2026	EIGHT 31 FINANCIAL LLC	0.36%	355.66K	7.98M	-8.65K	-2.37%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.38%	374.08K	8.39M	51K	+15.78%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.43%	429.05K	9.62M	47.46K	+12.44%
Mar 31, 2026	ROYAL BANK OF CANADA	0.6%	595.79K	13.36M	-17.04K	-2.78%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.62%	614.99K	13.8M	13.59K	+2.26%
Mar 31, 2026	FULTON BANK, N.A.	0.64%	632.37K	14.18M	267.32K	+73.23%
Mar 31, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	1.5%	1.48M	33.23M	246.25K	+19.94%
Mar 31, 2026	TRUE PRIVATE WEALTH ADVISORS	1.7%	1.68M	37.64M	-271.86K	-13.94%
Mar 31, 2026	UBS GROUP AG	1.72%	1.7M	38.12M	416.99K	+32.51%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	1.74%	1.72M	38.58M	18.31K	+1.08%
Mar 31, 2026	LPL FINANCIAL LLC	1.84%	1.81M	40.62M	64.07K	+3.67%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.9%	1.87M	42.05M	140.15K	+8.08%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.93%	1.9M	42.64M	1.26M	+197.96%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	2.5%	2.47M	55.35M	189.89K	+8.34%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.53%	2.49M	55.87M	-24.67K	-0.98%
Mar 31, 2026	KOVITZ INVESTMENT GROUP PARTNERS, LLC	2.67%	2.64M	59.16M	696.72K	+35.90%
Mar 31, 2026	GLOBALT INVESTMENTS LLC / GA	3.04%	3M	67.25M	168.39K	+5.95%
Mar 31, 2026	HM PAYSON & CO	6.85%	6.76M	151.55M	-672.62K	-9.05%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.35%	323.81K	7.26M	-19.13K	-5.58%
Mar 31, 2026	MORGAN STANLEY	3.76%	3.71M	83.17M	104.69K	+2.91%
Mar 31, 2026	COLONY GROUP, LLC	1.42%	1.41M	31.52M	-4.61K	-0.33%
Mar 31, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	0.36%	342.24K	7.68M	2.04K	+0.60%
Mar 31, 2026	BLACKROCK, INC.	0.68%	673.52K	15.11M	390.63K	+138.09%
Mar 31, 2026	TITLEIST ASSET MANAGEMENT, LLC	0.7%	686.35K	15.39M	260.9K	+61.32%
Mar 31, 2026	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.74%	734.55K	16.48M	125.26K	+20.56%
Mar 31, 2026	ASSET ADVISORS INVESTMENT MANAGEMENT, LLC	0.76%	745.72K	16.73M	35.46K	+4.99%
Mar 31, 2026	VISTA PRIVATE WEALTH PARTNERS. LLC	0.78%	772.7K	17.3M	29.29K	+3.94%
Mar 31, 2026	LEAVELL INVESTMENT MANAGEMENT, INC.	0.25%	237.57K	5.33M	42.45K	+21.75%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.26%	242.23K	5.43M	224.03K	+1,230.99%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.26%	247.19K	5.54M	4.05K	+1.67%
Mar 31, 2026	MIDWEST PROFESSIONAL PLANNERS, LTD.	0.28%	264.69K	5.94M	59.48K	+28.98%
Mar 31, 2026	REBALANCE, LLC	0.29%	270.65K	6.07M	3.51K	+1.31%
Mar 31, 2026	BOSTON FAMILY OFFICE LLC	0.29%	272.73K	6.12M	13.53K	+5.22%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.29%	274.9K	6.17M	-17.05K	-5.84%
Mar 31, 2026	FAGAN ASSOCIATES, INC.	0.32%	300.55K	6.74M	-4.42K	-1.45%
Mar 31, 2026	FLAVIN FINANCIAL SERVICES, INC.	0.34%	321.63K	7.21M	5.48K	+1.73%
Mar 31, 2026	NORTHSTAR GROUP, INC.	0.34%	323.48K	7.26M	11.22K	+3.59%
Mar 31, 2026	MV CAPITAL MANAGEMENT, INC.	0.61%	605.31K	13.58M	-54.12K	-8.21%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.82%	3.77M	84.51M	245.07K	+6.96%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	1.2%	1.19M	26.64M	17.9K	+1.53%
Mar 31, 2026	FINANCIAL ADVISORY CORP	1.22%	1.21M	27.04M	245.58K	+25.58%
Mar 31, 2026	CONNECTICUT WEALTH MANAGEMENT, LLC	1.26%	1.24M	27.82M	1.03M	+490.10%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.4%	391.51K	8.78M	125.24K	+47.03%
Mar 31, 2026	APELLA CAPITAL, LLC	0.42%	410.72K	9.21M	16.11K	+4.08%
Mar 31, 2026	JOURNEY ADVISORY GROUP, LLC	0.88%	872.11K	19.56M	22.27K	+2.62%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.91%	900.56K	20.2M	-9.96K	-1.09%
Mar 31, 2026	STRATOS WEALTH ADVISORS, LLC	1.31%	1.29M	28.88M	485.16K	+60.45%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	1.33%	1.31M	29.46M	162.55K	+14.12%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	1.77%	1.74M	39.07M	-2.57K	-0.15%
Mar 31, 2026	BIP WEALTH, LLC	0.41%	408.3K	9.16M	94.57K	+30.14%
Mar 31, 2026	WEALTH MANAGEMENT STRATEGIES, INC.	0.54%	537.22K	12.05M	22.2K	+4.31%
Mar 31, 2026	CHATHAM CAPITAL GROUP, INC.	0.42%	418.79K	9.39M	-42.89K	-9.29%
Mar 31, 2026	SHELTON WEALTH MANAGEMENT, LLC	0.46%	456.39K	10.24M	69.5K	+17.96%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.54%	536.68K	12.04M	83.51K	+18.43%
Mar 31, 2026	CWM, LLC	0.57%	562.33K	12.61M	20.37K	+3.76%
Mar 31, 2026	KRILOGY FINANCIAL LLC	0.6%	587.03K	13.16M	30.53K	+5.49%
Mar 31, 2026	MKT ADVISORS LLC	0.82%	804.13K	17.99M	23.05K	+2.95%
Mar 31, 2026	ONEASCENT FINANCIAL SERVICES LLC	0.82%	813K	18.24M	813K	+100.00%
Mar 31, 2026		0.38%	372.92K	8.36M	26.33K	+7.60%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.39%	338.03K	7.6M	236.18K	+231.88%
Dec 31, 2025	BIP WEALTH, LLC	0.36%	313.73K	7.05M	313.73K	+100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	1.94%	1.74M	39.2M	497.99K	+39.95%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.38%	342.94K	7.71M	27.76K	+8.81%
Dec 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.38%	340.2K	7.64M	30.72K	+9.93%
Dec 31, 2025	OLD PORT ADVISORS	0.38%	327.91K	7.37M	7.19K	+2.24%
Dec 31, 2025	HM PAYSON & CO	8.24%	7.43M	166.94M	629.77K	+9.26%
Dec 31, 2025	MORGAN STANLEY	4%	3.6M	80.97M	94.05K	+2.68%
Dec 31, 2025	GLOBALT INVESTMENTS LLC / GA	3.13%	2.83M	63.59M	-3.05K	-0.11%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.79%	2.52M	56.53M	545.64K	+27.70%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	1.16%	1.02M	22.86M	8.76K	+0.87%
Dec 31, 2025	FINANCIAL ADVISORY CORP	1.1%	960.09K	21.57M	147.24K	+18.11%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	1.04%	910.52K	20.46M	142.72K	+18.59%
Dec 31, 2025	JOURNEY ADVISORY GROUP, LLC	0.97%	849.84K	19.1M	30.24K	+3.69%
Dec 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.92%	802.54K	18.03M	766.15K	+2,105.14%
Dec 31, 2025	MKT ADVISORS LLC	0.89%	781.08K	17.57M	210.8K	+36.96%
Dec 31, 2025	VISTA PRIVATE WEALTH PARTNERS. LLC	0.83%	743.41K	16.72M	0	0
Dec 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.49%	431.29K	9.69M	-24.92K	-5.46%
Dec 31, 2025	TABLEAUX LLC	0.44%	392.99K	2.53M	243.8K	+163.41%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.32%	277.75K	6.25M	-95.28K	-25.54%
Dec 31, 2025	BLACKROCK, INC.	0.31%	282.89K	6.36M	112.25K	+65.78%
Dec 31, 2025	REBALANCE, LLC	0.31%	267.14K	6M	59.01K	+28.35%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.3%	266.27K	5.98M	67.84K	+34.19%
Dec 31, 2025	ASSET ADVISORS INVESTMENT MANAGEMENT, LLC	0.81%	710.27K	15.96M	55.98K	+8.56%
Dec 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.79%	690.82K	15.52M	73K	+11.82%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.91%	3.52M	79.15M	135.78K	+4.01%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	2.53%	2.28M	51.18M	1.21M	+113.88%
Dec 31, 2025	TRUE PRIVATE WEALTH ADVISORS	2.16%	1.95M	43.81M	-25.34K	-1.28%
Dec 31, 2025	LPL FINANCIAL LLC	1.94%	1.75M	39.26M	503.7K	+40.51%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.92%	1.73M	38.97M	517.6K	+42.54%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	1.89%	1.7M	38.24M	1.69M	+15,152.54%
Dec 31, 2025	COLONY GROUP, LLC	1.56%	1.41M	31.68M	180.6K	+14.69%
Dec 31, 2025	UBS GROUP AG	1.42%	1.28M	28.82M	152.29K	+13.47%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.36%	322.05K	7.24M	67.05K	+26.29%
Dec 31, 2025	FAGAN ASSOCIATES, INC.	0.35%	304.97K	6.85M	1.5K	+0.49%
Dec 31, 2025	NORTHSTAR GROUP, INC.	0.35%	312.26K	7.02M	17.36K	+5.89%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.32%	291.95K	6.56M	33.42K	+12.93%
Dec 31, 2025	CHATHAM CAPITAL GROUP, INC.	0.53%	461.67K	10.37M	-18.17K	-3.79%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.5%	453.18K	10.18M	-248.7K	-35.43%
Dec 31, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.47%	425.45K	9.56M	12.68K	+3.07%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.44%	381.59K	8.57M	267.1K	+233.29%
Dec 31, 2025	FULTON BANK, N.A.	0.41%	365.05K	8.2M	365.05K	+100.00%
Dec 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	2.22%	1.94M	43.61M	807.85K	+71.31%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	1.37%	1.23M	27.75M	431.54K	+53.71%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	1.34%	1.17M	26.28M	1.15M	+4,996.92%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.28%	1.15M	25.86M	61.91K	+5.68%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.36%	323.08K	7.26M	-253.77K	-43.99%
Dec 31, 2025	EIGHT 31 FINANCIAL LLC	0.4%	364.3K	8.19M	24.69K	+7.27%
Dec 31, 2025	FLAVIN FINANCIAL SERVICES, INC.	0.36%	316.15K	7.1M	57.26K	+22.12%
Dec 31, 2025	ROYAL BANK OF CANADA	0.68%	612.83K	13.77M	58.65K	+10.58%
Dec 31, 2025	MV CAPITAL MANAGEMENT, INC.	0.75%	659.42K	14.82M	34.6K	+5.54%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.71%	638.02K	14.34M	-727.54K	-53.28%
Dec 31, 2025	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.7%	609.3K	13.69M	576.84K	+1,777.41%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.67%	601.4K	13.52M	31.9K	+5.60%
Dec 31, 2025	KRILOGY FINANCIAL LLC	0.64%	556.49K	12.52M	28.72K	+5.44%
Dec 31, 2025	CWM, LLC	0.6%	541.95K	12.18M	456.68K	+535.54%
Dec 31, 2025	WEALTH MANAGEMENT STRATEGIES, INC.	0.57%	515.01K	11.57M	30.65K	+6.33%
Dec 31, 2025	APELLA CAPITAL, LLC	0.45%	394.62K	8.87M	177.36K	+81.64%
Dec 31, 2025	SHELTON WEALTH MANAGEMENT, LLC	0.44%	386.89K	8.69M	24.54K	+6.77%
Dec 31, 2025		0.4%	346.59K	7.79M	346.59K	+100.00%
Sep 30, 2025	ATLANTIC PRIVATE WEALTH, LLC	0.22%	169.1K	3.81M	18.45K	+12.25%
Sep 30, 2025	MIDWEST PROFESSIONAL PLANNERS, LTD.	0.21%	168.77K	3.8M	36.23K	+27.33%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.21%	167.66K	3.78M	14.36K	+9.37%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	1.59%	1.25M	28.07M	35.91K	+2.97%
Sep 30, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.2%	156.17K	3.52M	15.35K	+10.90%
Sep 30, 2025	TABLEAUX LLC	0.19%	149.19K	3.36M	127.44K	+585.97%
Sep 30, 2025	LEGACY PRIVATE TRUST CO.	0.65%	510.11K	11.49M	24.65K	+5.08%
Sep 30, 2025	HM PAYSON & CO	8.65%	6.8M	153.13M	540.33K	+8.63%
Sep 30, 2025	MORGAN STANLEY	4.46%	3.51M	79.03M	51.17K	+1.48%
Sep 30, 2025	GLOBALT INVESTMENTS LLC / GA	3.6%	2.83M	63.8M	-50.12K	-1.74%
Sep 30, 2025	EIGHT 31 FINANCIAL LLC	0.43%	339.61K	7.65M	66.96K	+24.56%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.74%	1.37M	30.75M	-90.44K	-6.21%
Sep 30, 2025	LPL FINANCIAL LLC	1.58%	1.24M	28M	46.9K	+3.92%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.55%	1.22M	27.4M	102.62K	+9.21%
Sep 30, 2025	TRUE PRIVATE WEALTH ADVISORS	2.51%	1.98M	44.48M	-4.41K	-0.22%
Sep 30, 2025	COLONY GROUP, LLC	1.56%	1.23M	27.68M	6.05K	+0.49%
Sep 30, 2025	OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC	1.5%	1.18M	26.53M	816.54K	+225.57%
Sep 30, 2025	VISTA PRIVATE WEALTH PARTNERS. LLC	0.95%	743.41K	16.72M	60	+0.01%
Sep 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.9%	704.44K	15.86M	215.3K	+44.02%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.45%	356.12K	8.02M	10.05K	+2.90%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.31%	3.39M	76.27M	-80.58K	-2.32%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.39%	1.09M	24.53M	81.76K	+8.12%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.89%	701.88K	15.81M	78.6K	+12.61%
Sep 30, 2025	ASSET ADVISORS INVESTMENT MANAGEMENT, LLC	0.83%	654.28K	14.73M	186.23K	+39.79%
Sep 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.79%	617.83K	13.91M	171.13K	+38.31%
Sep 30, 2025	CENTRAL TRUST CO	0.42%	328.8K	7.4M	3.98K	+1.22%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.73%	576.85K	12.99M	-26.76K	-4.43%
Sep 30, 2025	MKT ADVISORS LLC	0.73%	570.28K	12.81M	9.56K	+1.71%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.72%	569.5K	12.82M	4.77K	+0.84%
Sep 30, 2025	ROYAL BANK OF CANADA	0.7%	554.18K	12.48M	18.45K	+3.44%
Sep 30, 2025	KRILOGY FINANCIAL LLC	0.67%	527.77K	11.84M	66.9K	+14.52%
Sep 30, 2025	MBL WEALTH, LLC	0.32%	250.51K	5.64M	-1.61K	-0.64%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.32%	248.39K	5.58B	86.96K	+53.87%
Sep 30, 2025	BOSTON FAMILY OFFICE LLC	0.3%	235.88K	5.31M	14K	+6.31%
Sep 30, 2025	PROBITY ADVISORS, INC.	0.28%	219.17K	4.94M	-15.55K	-6.62%
Sep 30, 2025	CHATHAM CAPITAL GROUP, INC.	0.61%	479.85K	10.81M	-3.53K	-0.73%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.47%	373.03K	8.38M	-222.82K	-37.39%
Sep 30, 2025	OLD PORT ADVISORS	0.41%	320.72K	7.22M	14.57K	+4.76%
Sep 30, 2025	FLAVIN FINANCIAL SERVICES, INC.	0.33%	258.9K	5.83M	258.9K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.33%	258.53K	5.82M	20.53K	+8.63%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.32%	255K	5.74M	241.91K	+1,847.33%
Sep 30, 2025	UBS GROUP AG	1.44%	1.13M	25.46M	31.99K	+2.91%
Sep 30, 2025	WEALTH MANAGEMENT STRATEGIES, INC.	0.62%	484.37K	10.91M	484.37K	+100.00%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.98%	767.8K	17.29M	19.57K	+2.62%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.58%	456.21K	10.27M	-10.91K	-2.34%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.4%	315.18K	7.1M	26.04K	+9.00%
Sep 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.39%	309.48K	6.97M	-18.04K	-5.51%
Sep 30, 2025	FAGAN ASSOCIATES, INC.	0.39%	303.47K	6.83M	1.48K	+0.49%
Sep 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	1.02%	803.41K	18.09M	307.53K	+62.02%
Sep 30, 2025	STRATEGIC BLUEPRINT, LLC	0.38%	298.95K	6.73M	73.93K	+32.86%
Sep 30, 2025	NORTHSTAR GROUP, INC.	0.38%	294.9K	6.64M	26.5K	+9.87%
Sep 30, 2025	APELLA CAPITAL, LLC	0.28%	217.26K	4.9M	41.82K	+23.84%
Sep 30, 2025	REBALANCE, LLC	0.26%	208.13K	4.69M	36.45K	+21.23%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	1.44%	1.13M	25.51M	438.78K	+63.22%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.25%	198.44K	4.47M	19.61K	+10.96%
Sep 30, 2025	STOCKMAN WEALTH MANAGEMENT, INC.	0.25%	193.07K	4.35M	7.2K	+3.87%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.23%	179.07K	4.03M	5.99K	+3.46%
Sep 30, 2025	SIGNATUREFD, LLC	0.22%	172.6K	3.89M	22.26K	+14.81%
Sep 30, 2025	BLACKROCK, INC.	0.22%	170.64K	3.84M	-18.12K	-9.60%
Sep 30, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.53%	412.77K	9.3M	48.7K	+13.38%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.51%	1.97M	44.37M	-53.13K	-2.63%
Sep 30, 2025	SHELTON WEALTH MANAGEMENT, LLC	0.46%	362.35K	8.16M	25.6K	+7.60%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.35%	1.06M	23.98M	420.96K	+65.36%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	1.28%	1.01M	22.72M	50.63K	+5.28%
Sep 30, 2025	JOURNEY ADVISORY GROUP, LLC	1.04%	819.6K	18.46M	37.09K	+4.74%
Sep 30, 2025	FINANCIAL ADVISORY CORP	1.03%	812.85K	18.31M	30.31K	+3.87%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.36%	1.01M	22.65M	97.37K	+10.70%
Jun 30, 2025	GLOBALT INVESTMENTS LLC / GA	3.88%	2.88M	64.84M	-63.09K	-2.14%
Jun 30, 2025	ACCRETIVE WEALTH PARTNERS, LLC	0.2%	144.98K	3.26M	9.39K	+6.93%
Jun 30, 2025	OLD PORT ADVISORS	0.41%	306.16K	6.89M	12.13K	+4.12%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	1.63%	1.21M	27.23M	-86.86K	-6.69%
Jun 30, 2025	HM PAYSON & CO	8.43%	6.26M	140.77M	799.45K	+14.64%
Jun 30, 2025	TRUE PRIVATE WEALTH ADVISORS	2.67%	1.98M	44.52M	583.52K	+41.80%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.96%	1.46M	32.75M	280.89K	+23.90%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.5%	1.11M	25.06M	132.41K	+13.49%
Jun 30, 2025	FINANCIAL ADVISORY CORP	1.05%	782.55K	17.6M	5.68K	+0.73%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.93%	694.1K	15.61M	48.65K	+7.54%
Jun 30, 2025	CENTRAL TRUST CO	0.44%	324.83K	7.31M	15.96K	+5.17%
Jun 30, 2025	VALMARK ADVISERS, INC.	0.13%	94.91K	2.13M	10.64K	+12.63%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.32%	238K	5.35M	13.32K	+5.93%
Jun 30, 2025	APELLA CAPITAL, LLC	0.24%	175.44K	3.92M	78.32K	+80.65%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.24%	177.28K	3.99M	13.72K	+8.39%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.24%	178.83K	4.02M	60.04K	+50.54%
Jun 30, 2025	BLACKROCK, INC.	0.25%	188.76K	4.25M	31.33K	+19.90%
Jun 30, 2025	BOSTON FAMILY OFFICE LLC	0.3%	221.88K	4.99M	27.66K	+14.24%
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.44%	327.52K	7.37M	-47.25K	-12.61%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.45%	333.91K	7.51M	497	+0.15%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.47%	346.07K	7.78M	-35.95K	-9.41%
Jun 30, 2025	OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC	0.49%	361.99K	8.14M	47.81K	+15.22%
Jun 30, 2025	SHELTON WEALTH MANAGEMENT, LLC	0.45%	336.75K	7.57M	15.17K	+4.72%
Jun 30, 2025	CHATHAM CAPITAL GROUP, INC.	0.65%	483.38K	10.87M	-967	-0.20%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.67%	495.89K	11.15M	203.62K	+69.67%
Jun 30, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.49%	364.07K	8.19M	24.27K	+7.14%
Jun 30, 2025	PROBITY ADVISORS, INC.	0.32%	234.72K	5.28M	-40.83K	-14.82%
Jun 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.6%	446.7K	10.05M	73.43K	+19.67%
Jun 30, 2025	ASSET ADVISORS INVESTMENT MANAGEMENT, LLC	0.63%	468.06K	10.53M	144.16K	+44.51%
Jun 30, 2025	LPL FINANCIAL LLC	1.61%	1.2M	26.91M	427.59K	+55.61%
Jun 30, 2025	COLONY GROUP, LLC	1.65%	1.22M	27.51M	991.65K	+428.19%
Jun 30, 2025	MORGAN STANLEY	4.66%	3.46M	77.77M	-214.8K	-5.85%
Jun 30, 2025	WICK CAPITAL PARTNERS, LLC	0.19%	144.31K	657K	112.46K	+353.16%
Jun 30, 2025	NORTHSTAR GROUP, INC.	0.36%	268.4K	6.04M	86.13K	+47.25%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.39%	289.15K	6.5M	53.87K	+22.90%
Jun 30, 2025	LEGACY PRIVATE TRUST CO.	0.65%	485.46K	10.92M	1.29K	+0.27%
Jun 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.66%	489.14K	10.99M	284.25K	+138.74%
Jun 30, 2025	ROYAL BANK OF CANADA	0.72%	535.73K	12.05M	-86.79K	-13.94%
Jun 30, 2025	MKT ADVISORS LLC	0.76%	560.72K	12.56M	18.12K	+3.34%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.84%	623.28K	14.02M	-2.27K	-0.36%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	1.01%	748.23K	16.83M	16.5K	+2.25%
Jun 30, 2025	JOURNEY ADVISORY GROUP, LLC	1.05%	782.5K	17.6M	11.6K	+1.51%
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	0.3%	225.01K	5.06M	50.21K	+28.73%
Jun 30, 2025	MBL WEALTH, LLC	0.34%	252.12K	5.67M	-24.68K	-8.91%
Jun 30, 2025	EIGHT 31 FINANCIAL LLC	0.37%	272.65K	6.13M	4.66K	+1.74%
Jun 30, 2025	FAGAN ASSOCIATES, INC.	0.41%	301.98K	6.79M	-7.22K	-2.34%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.63%	467.12K	10.51M	-3.35K	-0.71%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.8%	595.85K	13.33M	-1.13K	-0.19%
Jun 30, 2025		1.05%	782.55K	17.6M	5.68K	+0.73%
Jun 30, 2025	UBS GROUP AG	1.48%	1.1M	24.7M	16.44K	+1.52%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.72%	2.02M	45.5M	49.66K	+2.52%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.67%	3.47M	77.98M	779.72K	+29.01%
Jun 30, 2025	ATLANTIC PRIVATE WEALTH, LLC	0.2%	150.65K	3.39M	93.01K	+161.38%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.21%	153.42K	3.45M	43.78K	+39.93%
Jun 30, 2025	REBALANCE, LLC	0.23%	171.67K	3.86M	100.53K	+141.32%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.24%	177.65K	4M	-7.46K	-4.03%
Jun 30, 2025	STOCKMAN WEALTH MANAGEMENT, INC.	0.25%	185.88K	4.18M	10.51K	+5.99%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.13%	96.82K	2.18M	3.87K	+4.16%
Jun 30, 2025	LEO WEALTH, LLC	0.13%	97.11K	2.18M	-632	-0.65%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.14%	103.27K	2.32M	196	+0.19%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.14%	104.5K	2.35M	3.42K	+3.38%
Jun 30, 2025	MECHANICS BANK TRUST DEPARTMENT	0.14%	107.5K	2.42M	-1.25K	-1.15%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.15%	109.05K	2.45M	-1.15K	-1.04%
Jun 30, 2025	PORTLAND GLOBAL ADVISORS LLC	0.15%	114.15K	2.57M	7.49K	+7.03%
Jun 30, 2025	LANTZ FINANCIAL LLC	0.16%	117.66K	2.65M	17.45K	+17.41%
Jun 30, 2025	MIDWEST PROFESSIONAL PLANNERS, LTD.	0.18%	132.54K	2.98M	44.19K	+50.01%
Jun 30, 2025	RETIREFUL, LLC	0.18%	133.06K	2.99M	133.06K	+100.00%
Jun 30, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.19%	140.82K	3.17M	25.31K	+21.91%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.87%	644.03K	14.48M	157.28K	+32.31%
Jun 30, 2025	KRILOGY FINANCIAL LLC	0.62%	460.87K	10.36M	4.4K	+0.96%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.76%	564.73K	12.7M	4.62K	+0.83%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.81%	603.61K	13.58M	-2.25K	-0.37%
Jun 30, 2025	MV CAPITAL MANAGEMENT, INC.	0.81%	604.37K	13.59M	14.82K	+2.51%
Jun 30, 2025	VISTA PRIVATE WEALTH PARTNERS. LLC	1%	743.35K	16.72M	58.9K	+8.61%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	1.29%	958.12K	21.55M	-81.48K	-7.84%
Mar 31, 2025	HM PAYSON & CO	8.05%	5.46M	122.41M	529.02K	+10.73%
Mar 31, 2025	LEGACY PRIVATE TRUST CO.	0.71%	484.17K	10.86M	19.89K	+4.28%
Mar 31, 2025	ROYAL BANK OF CANADA	0.92%	622.51K	13.96M	99.82K	+19.10%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.92%	625.54K	14.02M	-89.9K	-12.57%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.95%	645.45K	14.47M	622.7K	+2,737.40%
Mar 31, 2025	VISTA PRIVATE WEALTH PARTNERS. LLC	1.01%	684.45K	15.35M	66.65K	+10.79%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	1.08%	731.73K	16.41M	43.86K	+6.38%
Mar 31, 2025	LPL FINANCIAL LLC	1.13%	768.9K	17.24M	193.09K	+33.53%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.96%	2.69M	60.26M	280.68K	+11.66%
Mar 31, 2025	MKT ADVISORS LLC	0.8%	542.6K	12.18M	18.58K	+3.55%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.35%	235.28K	5.28M	63.39K	+36.88%
Mar 31, 2025	OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC	0.46%	314.18K	7.09M	314.18K	+100.00%
Mar 31, 2025	CHATHAM CAPITAL GROUP, INC.	0.71%	484.35K	10.86M	12.14K	+2.57%
Mar 31, 2025		0.58%	392.31K	8.8M	41.14K	+11.71%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.72%	486.74K	10.91M	64.57K	+15.30%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.83%	560.11K	12.56M	35.13K	+6.69%
Mar 31, 2025	JOURNEY ADVISORY GROUP, LLC	1.14%	770.9K	17.28M	99.54K	+14.83%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.45%	981.8K	22.01M	66.73K	+7.29%
Mar 31, 2025	CITADEL ADVISORS LLC	0.33%	225.29K	5.05M	225.29K	+100.00%
Mar 31, 2025	SHELTON WEALTH MANAGEMENT, LLC	0.47%	321.58K	7.21M	28.72K	+9.81%
Mar 31, 2025	ASSET ADVISORS INVESTMENT MANAGEMENT, LLC	0.48%	323.9K	7.26M	136.21K	+72.57%
Mar 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.49%	333.41K	7.48M	29.45K	+9.69%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	1.53%	1.04M	23.31M	48.19K	+4.86%
Mar 31, 2025	EIGHT 31 FINANCIAL LLC	0.4%	267.99K	6.01M	267.99K	+100.00%
Mar 31, 2025	PROBITY ADVISORS, INC.	0.41%	275.55K	6.18M	-43.22K	-13.56%
Mar 31, 2025	MBL WEALTH, LLC	0.41%	276.8K	6.21M	-4.15K	-1.48%
Mar 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.43%	292.26K	6.55M	213.72K	+272.12%
Mar 31, 2025	OLD PORT ADVISORS	0.43%	294.03K	6.59M	11.31K	+4.00%
Mar 31, 2025	CENTRAL TRUST CO	0.46%	308.87K	6.92M	46.96K	+17.93%
Mar 31, 2025	MORGAN STANLEY	5.41%	3.67M	82.35M	216.58K	+6.27%
Mar 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.55%	373.27K	8.37M	109.74K	+41.64%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.34%	909.95K	20.4M	-5.32K	-0.58%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	1.91%	1.3M	29.09M	-185.72K	-12.52%
Mar 31, 2025	TRUE PRIVATE WEALTH ADVISORS	2.06%	1.4M	31.3M	1.4M	+100.00%
Mar 31, 2025	COLONY GROUP, LLC	0.34%	231.59K	5.19M	30.84K	+15.36%
Mar 31, 2025	FAGAN ASSOCIATES, INC.	0.46%	309.2K	6.93M	-21.48K	-6.50%
Mar 31, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.5%	339.81K	7.62M	339.81K	+100.00%
Mar 31, 2025	UBS GROUP AG	1.59%	1.08M	24.26M	237.38K	+28.11%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.73%	1.18M	26.35M	140.75K	+13.61%
Mar 31, 2025	SUMMITRY LLC	2.07%	1.41M	31.53M	1.41M	+100.00%
Mar 31, 2025	GLOBALT INVESTMENTS LLC / GA	4.34%	2.95M	66.06M	-60.66K	-2.02%
Mar 31, 2025	MV CAPITAL MANAGEMENT, INC.	0.87%	589.55K	13.22M	63.05K	+11.98%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.88%	596.98K	13.38M	5.81K	+0.98%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.89%	605.86K	13.58M	44.25K	+7.88%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.91%	1.97M	44.25M	461.56K	+30.53%
Mar 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.55%	374.77K	8.4M	36.3K	+10.73%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.56%	382.02K	8.56M	-1.21K	-0.31%
Mar 31, 2025	KRILOGY FINANCIAL LLC	0.67%	456.47K	10.23M	40.08K	+9.63%
Mar 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.69%	470.46K	10.55M	-947.48K	-66.82%

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