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

Who are the major shareholders selling iShares Morningstar U.S. Equity ETF stock?

CRESTWOOD ADVISORS GROUP LLC, in the last quarter, reduced its stake in ILCB by -0.7% restricting it's holding to 41.99 thousand shares of worth nearly $4.35M. MORGAN STANLEY also lessened -0.12% of the ILCB shares from its portfolio, reducing its holding to 489.77 thousand shares of worth $50.77M. CETERA INVESTMENT ADVISERS also shunned ILCB shares holding by -2.86% last quarter which brought its holding to 212.39 thousand shares worth $22.01M.

Investors who are buying ILCB stock?

As per its latest 13F filing, RAYMOND JAMES FINANCIAL INC increased its stake in ILCB by 6.92% in the last quarter. The institutional holder raised its holding to 41.28 thousand shares having worth more than $4.28M. EXCHANGE TRADED CONCEPTS, LLC also added 16.63% more shares of ILCB to its portfolio, raising its holding to 639.67 thousand shares of worth $66.30M. LPL FINANCIAL LLC also increased its ILCB shares holding by 1.75% which brought its holding to 253.62 thousand shares worth $26.29M.

ILCB's major insiders: who are they?

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

Did an insider recently sell ILCB stock?

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

Which insider recently purchased ILCB stock?

There have been 0 transaction(s) during the past 6-months in which iShares Morningstar U.S. Equity ETF insiders have bought stock, totalling 0 shares

How much of ILCB does insiders own?

Around 0 iShares Morningstar U.S. Equity ETF shares are held by insiders, which represents about N/A of ILCB stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in ILCB?

is the largest institutional owner in ILCB which holds 12.4 thousand shares worth $1.29M or 0.1% of the total ILCB shares outstanding followed by CRESTWOOD ADVISORS GROUP LLC with ownership of 41.99 thousand shares representing 0.35% of the ILCB ownership. RAYMOND JAMES FINANCIAL INC is the third largest stakeholder with 41.28 thousand shares or 0.34% of the ownership worth more than $4.28M.

Is iShares Morningstar U.S. 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 ILCB is concerned, it is a stock which is optionable.

Is there a short position on ILCB's shares?

Number of ILCB 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 ILCB shares are there?

As of today, null shares of ILCB are outstanding.

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

ILCB 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 ILCB is null.

iShares Morningstar US Equity ETF (ILCB) 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. is the top corporate investor, holding 12.4K shares valued at $1.29M. A 0.1% stake in iShares Morningstar U.S. Equity ETF is owned by the company. CRESTWOOD ADVISORS GROUP LLC owns 41.99K shares valued at $4.35M, which translates its holding of 0.35% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026		0.1%	12.4K	1.29M	0	0
Jun 30, 2026	CRESTWOOD ADVISORS GROUP LLC	0.35%	41.99K	4.35M	-298	-0.70%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.34%	41.28K	4.28M	2.67K	+6.92%
Jun 30, 2026	EXCHANGE TRADED CONCEPTS, LLC	5.31%	639.67K	66.3M	91.19K	+16.63%
Jun 30, 2026	MORGAN STANLEY	4.06%	489.77K	50.77M	-608	-0.12%
Jun 30, 2026	LPL FINANCIAL LLC	2.1%	253.62K	26.29M	4.36K	+1.75%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.76%	212.39K	22.01M	-6.26K	-2.86%
Jun 30, 2026	JPMORGAN CHASE & CO	1.44%	172.96K	17.78M	-1.07K	-0.62%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.36%	164.36K	17.2M	-4.32K	-2.56%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.96%	116.11K	12.03M	-4.56K	-3.78%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.25%	30.61K	3.17M	1.58K	+5.42%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	28.75K	2.98M	-21.57K	-42.87%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.23%	28.07K	2.91M	28.07K	+100.00%
Jun 30, 2026	JIM SAULNIER & ASSOCIATES, LLC	0.13%	16.22K	1.68M	-18.8K	-53.69%
Jun 30, 2026	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	0.13%	15.8K	1.64M	-1.72K	-9.82%
Jun 30, 2026	MAY BARNHARD INVESTMENTS LLC	0.13%	15.47K	1.6M	0	0
Jun 30, 2026	COLONY GROUP, LLC	0.1%	11.88K	1.23M	9	+0.08%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.09%	11.01K	1.14M	269	+2.50%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.09%	10.81K	1.12M	1.3K	+13.66%
Jun 30, 2026	KEYSTONE FINANCIAL SERVICES, LLC	0.09%	10.77K	1.12M	-299	-2.70%
Jun 30, 2026	MARINER, LLC	0.09%	10.73K	1.11M	-5.55K	-34.10%
Jun 30, 2026	CITIGROUP INC	0.08%	10.45K	1.08M	-410	-3.78%
Jun 30, 2026	GREYKASELL WEALTH STRATEGIES, INC.	0.08%	10.37K	1.08M	3	+0.03%
Jun 30, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.08%	10.22K	1.06M	0	0
Jun 30, 2026	SENTINUS, LLC	0.08%	9.84K	1.02M	0	0
Jun 30, 2026	ROCKLAND TRUST CO	0.08%	9.39K	972.76K	-141	-1.48%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.07%	8.87K	918.87K	21	+0.24%
Jun 30, 2026	CAPITAL MANAGEMENT ASSOCIATES, INC	0.07%	8.39K	869.29K	-431	-4.89%
Jun 30, 2026	PACIFIC SUN FINANCIAL CORP	0.06%	7.82K	810.54K	0	0
Jun 30, 2026	SEACREST WEALTH MANAGEMENT, LLC	0.06%	7.66K	793.96K	-1.1K	-12.51%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	0.14%	16.65K	1.73M	-171	-1.02%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.8%	96.2K	9.97M	291	+0.30%
Jun 30, 2026	BLACKROCK, INC.	0.22%	26.09K	2.7M	26.09K	+100.00%
Jun 30, 2026	FMR LLC	0.21%	25.63K	2.66M	925	+3.74%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.19%	23.14K	2.4M	1.33K	+6.08%
Jun 30, 2026	CREATIVE PLANNING	0.27%	32.55K	3.37M	24.47K	+302.92%
Jun 30, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	0.25%	29.84K	3.09M	1.7K	+6.04%
Jun 30, 2026	MODERN WEALTH MANAGEMENT, LLC	0.24%	29.52K	3.06M	874	+3.05%
Jun 30, 2026	CERITY PARTNERS LLC	0.21%	25.31K	2.62M	1.75K	+7.43%
Jun 30, 2026	AMERICAN TRUST	0.16%	19.07K	1.98M	1.26K	+7.10%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	4.19%	505.47K	52.39M	-1.41K	-0.28%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.32%	158.58K	16.44M	6.76K	+4.45%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.93%	112.43K	11.65M	-1.68K	-1.47%
Jun 30, 2026	ROYAL BANK OF CANADA	0.85%	102.56K	10.63M	-15.17K	-12.88%
Jun 30, 2026	WEALTH FORWARD, LLC	0.84%	100.8K	10.45M	946	+0.95%
Jun 30, 2026	UBS GROUP AG	0.81%	97.68K	10.12M	-263	-0.27%
Jun 30, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.66%	79.14K	8.2M	-4.13K	-4.96%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.64%	77.57K	8.04M	4.42K	+6.05%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.63%	75.49K	7.82M	-7.55K	-9.09%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.52%	63.05K	6.53M	-289	-0.46%
Jun 30, 2026	COMMONWEALTH FINANCIAL SERVICES, LLC	0.38%	46.3K	4.8M	2.04K	+4.61%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.13%	15.22K	1.58M	0	0
Jun 30, 2026	NATIXIS ADVISORS, L.P.	0.11%	13.12K	1.36M	-3	-0.02%
Jun 30, 2026	CENTER FOR WEALTH MANAGEMENT ADVISORY	0.78%	93.79K	9.72M	351	+0.38%
Jun 30, 2026	BAWA N MALLICK TRUST	0.1%	12.4K	1.29M	0	0
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.11%	12.97K	1.34M	-3.1K	-19.30%
Jun 30, 2026	MONEY CONCEPTS CAPITAL CORP	0.11%	12.7K	1.32M	-2.5K	-16.44%
Jun 30, 2026	LIBERTY CAPITAL MANAGEMENT, INC.	0.1%	12.26K	1.27M	12.26K	+100.00%
Jun 30, 2026	WEALTH MANAGEMENT ASSOCIATES, INC.	0.1%	12.21K	1.27M	-21	-0.17%
Jun 30, 2026	BRAND ASSET MANAGEMENT GROUP, INC.	0.32%	39.03K	4.05M	-133	-0.34%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.32%	38.76K	4.02M	-326	-0.83%
Jun 30, 2026	WIN ADVISORS, INC	0.32%	38.47K	3.99M	-126.92K	-76.74%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.31%	37.75K	3.91M	8.36K	+28.46%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.29%	34.96K	3.62M	-333	-0.94%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.28%	33.89K	3.51M	33.89K	+100.00%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.07%	8.84K	794.76K	-6.89K	-43.78%
Mar 31, 2026	AMERICAN TRUST	0.15%	17.8K	1.6M	1.4K	+8.51%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.24%	28.65K	2.59M	-192	-0.67%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.13%	15.22K	1.37M	0	0
Mar 31, 2026	MONEY CONCEPTS CAPITAL CORP	0.13%	15.2K	1.37M	-434	-2.78%
Mar 31, 2026	KEYSTONE FINANCIAL SERVICES, LLC	0.09%	11.07K	994.83K	-29	-0.26%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.24%	29.04K	2.61M	2.96K	+11.35%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.24%	29.39K	2.64M	-16.71K	-36.25%
Mar 31, 2026	JIM SAULNIER & ASSOCIATES, LLC	0.29%	35.02K	3.15M	-677	-1.90%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.29%	35.29K	3.17M	1.96K	+5.89%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.32%	38.61K	3.47M	-71.45K	-64.92%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.69%	83.04K	7.46M	-1.33K	-1.58%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.69%	83.27K	7.48M	-1.64K	-1.93%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.79%	95.91K	8.62M	2.89K	+3.11%
Mar 31, 2026	UBS GROUP AG	0.81%	97.94K	8.8M	-2.17K	-2.16%
Mar 31, 2026	WEALTH FORWARD, LLC	0.83%	99.86K	8.97M	1.59K	+1.62%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.94%	114.12K	10.25M	13.16K	+13.03%
Mar 31, 2026	ROYAL BANK OF CANADA	0.97%	117.73K	10.58M	73K	+163.23%
Mar 31, 2026	FIFTH THIRD BANCORP	0.07%	7.97K	716.18K	7.45K	+1,432.69%
Mar 31, 2026	CREATIVE PLANNING	0.07%	8.08K	725.87K	-35	-0.43%
Mar 31, 2026	CWM, LLC	0.07%	8.32K	747.91K	0	0
Mar 31, 2026	CAPITAL MANAGEMENT ASSOCIATES, INC	0.07%	8.82K	792.42K	149	+1.72%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	0.14%	16.82K	1.51M	16.82K	+100.00%
Mar 31, 2026	SEACREST WEALTH MANAGEMENT, LLC	0.08%	8.76K	786.72K	-150	-1.68%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.08%	9.51K	854.3K	214	+2.30%
Mar 31, 2026	ROCKLAND TRUST CO	0.08%	9.53K	856.01K	-153	-1.58%
Mar 31, 2026	SENTINUS, LLC	0.08%	9.84K	884.58K	0	0
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.09%	10.18K	914.82K	-24.83K	-70.92%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.09%	10.22K	918.37K	0	0
Mar 31, 2026	GREYKASELL WEALTH STRATEGIES, INC.	0.09%	10.37K	931.98K	-229	-2.16%
Mar 31, 2026	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	0.14%	17.52K	1.57M	0	0
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.18%	21.81K	1.96M	-1.69K	-7.19%
Mar 31, 2026	CERITY PARTNERS LLC	0.19%	23.56K	2.12M	5.06K	+27.32%
Mar 31, 2026	ELEVATION CAPITAL ADVISORY, LLC	0.2%	24.56K	2.21M	24.56K	+100.00%
Mar 31, 2026	FMR LLC	0.2%	24.7K	2.22M	1.19K	+5.07%
Mar 31, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	0.23%	28.14K	2.53M	-149	-0.53%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.32%	39.08K	3.51M	2.91K	+8.03%
Mar 31, 2026	BRAND ASSET MANAGEMENT GROUP, INC.	0.32%	39.16K	3.52M	-792	-1.98%
Mar 31, 2026	CRESTWOOD ADVISORS GROUP LLC	0.35%	42.29K	3.8M	-393	-0.92%
Mar 31, 2026	COMMONWEALTH FINANCIAL SERVICES, LLC	0.37%	44.26K	3.98M	1.11K	+2.58%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.42%	50.31K	4.52M	20.57K	+69.16%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.52%	63.34K	5.69M	-340	-0.53%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.6%	73.14K	6.57M	-343	-0.47%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.26%	151.82K	13.64M	78.63K	+107.43%
Mar 31, 2026	WIN ADVISORS, INC	1.37%	165.39K	14.86M	165.39K	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	1.44%	174.03K	15.19M	1.99K	+1.16%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.4%	168.69K	15.29M	3.2K	+1.93%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	3.15%	381.16K	35.97M	-2.13K	-0.56%
Mar 31, 2026	MORGAN STANLEY	4.06%	490.38K	44.07M	-57.1K	-10.43%
Mar 31, 2026	COLONY GROUP, LLC	0.1%	11.87K	1.07M	9	+0.08%
Mar 31, 2026	WEALTH MANAGEMENT ASSOCIATES, INC.	0.1%	12.23K	1.1M	-321	-2.56%
Mar 31, 2026	NATIXIS ADVISORS, L.P.	0.11%	13.12K	1.18M	2.09K	+18.92%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.81%	218.65K	19.65M	10.3K	+4.94%
Mar 31, 2026	LPL FINANCIAL LLC	2.06%	249.26K	22.4M	2.79K	+1.13%
Mar 31, 2026	EXCHANGE TRADED CONCEPTS, LLC	4.54%	548.48K	49.29M	28.61K	+5.50%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.09%	10.74K	965K	245	+2.33%
Mar 31, 2026	CITIGROUP INC	0.09%	10.86K	975.5K	37	+0.34%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	4.27%	506.88K	45.55M	-8.03K	-1.56%
Mar 31, 2026		0.1%	12.4K	1.11M	0	0
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1%	120.67K	10.84M	-8.3K	-6.44%
Mar 31, 2026	MAY BARNHARD INVESTMENTS LLC	0.13%	15.47K	1.39M	0	0
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.13%	16.08K	1.44M	-158	-0.97%
Mar 31, 2026	MARINER, LLC	0.13%	16.28K	1.46M	788	+5.09%
Dec 31, 2025	ROCKLAND TRUST CO	0.08%	9.68K	913.5K	-161	-1.64%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.29%	36.18K	3.41M	-1.08K	-2.89%
Dec 31, 2025	JIM SAULNIER & ASSOCIATES, LLC	0.29%	35.69K	3.37M	-414	-1.15%
Dec 31, 2025	BRAND ASSET MANAGEMENT GROUP, INC.	0.32%	39.95K	3.77M	-2.89K	-6.74%
Dec 31, 2025	CRESTWOOD ADVISORS GROUP LLC	0.35%	42.68K	4.03M	3	+0.01%
Dec 31, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.35%	43.14K	4.07M	1.65K	+3.98%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.37%	46.1K	4.35M	-29.15K	-38.73%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.5%	63.68K	6.01M	-1.76K	-2.68%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.19%	23.5K	2.22M	-319	-1.34%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.28%	35.01K	3.3M	9.85K	+39.15%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.8%	100.96K	9.53M	-1.11K	-1.08%
Dec 31, 2025	COMERICA BANK	0.07%	8.27K	780.33K	-60	-0.72%
Dec 31, 2025	CWM, LLC	0.07%	8.32K	786K	0	0
Dec 31, 2025	CAPITAL MANAGEMENT ASSOCIATES, INC	0.07%	8.67K	818.2K	49	+0.57%
Dec 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.07%	8.91K	850.43K	-1.13K	-11.22%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.07%	9.29K	877.17K	476	+5.40%
Dec 31, 2025	KEYSTONE FINANCIAL SERVICES, LLC	0.09%	11.1K	1.05M	-98	-0.88%
Dec 31, 2025	NATIXIS ADVISORS, L.P.	0.09%	11.04K	1.04M	11.04K	+100.00%
Dec 31, 2025	CITIGROUP INC	0.09%	10.82K	1.02M	-2.58K	-19.26%
Dec 31, 2025	GREYKASELL WEALTH STRATEGIES, INC.	0.09%	10.6K	1M	2	+0.02%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.08%	10.49K	990.38K	11	+0.10%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.21%	26.08K	2.46M	7.35K	+39.24%
Dec 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.23%	28.29K	2.67M	-2.88K	-9.23%
Dec 31, 2025	ROYAL BANK OF CANADA	0.35%	44.72K	4.22M	-383	-0.85%
Dec 31, 2025	COLONY GROUP, LLC	0.1%	11.86K	1.12M	11.86K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.58%	73.19K	6.91M	-175.87K	-70.61%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.6%	73.49K	6.94M	2.15K	+3.01%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.67%	84.37K	7.96M	-108	-0.13%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	29.74K	2.81M	-7.33K	-19.77%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.88%	110.06K	10.39M	69.34K	+170.28%
Dec 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.67%	84.91K	8.01M	-1.31K	-1.51%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.75%	93.02K	8.78M	3.88K	+4.35%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.02%	128.98K	12.17M	-3.63K	-2.74%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	3.03%	383.29K	36.17M	295	+0.08%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	4.14%	514.91K	48.6M	211	+0.04%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.08%	10.22K	964.56K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	1.4%	172.04K	16.24M	6.59K	+3.98%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.65%	208.35K	19.66M	11.15K	+5.65%
Dec 31, 2025	PACIFIC SUN FINANCIAL CORP	0.06%	7.72K	728.61K	-200	-2.53%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	16.23K	1.53M	-121	-0.74%
Dec 31, 2025	CERITY PARTNERS LLC	0.15%	18.51K	1.75M	-1.13K	-5.73%
Dec 31, 2025	EDGE FINANCIAL ADVISORS LLC	0.16%	20.01K	1.89M	2.71K	+15.64%
Dec 31, 2025	FMR LLC	0.19%	23.51K	2.22M	3.68K	+18.57%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.23%	28.21K	2.66M	-78	-0.28%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.26%	32.16K	3.04M	3.31K	+11.49%
Dec 31, 2025	UBS GROUP AG	0.79%	100.11K	9.45M	-2.79K	-2.71%
Dec 31, 2025	WEALTH FORWARD, LLC	0.8%	98.26K	9.27M	1.16K	+1.19%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.34%	165.49K	15.85M	-383	-0.23%
Dec 31, 2025	DENTGROUP LLC	0.12%	14.24K	1.34M	0	0
Dec 31, 2025	MORGAN STANLEY	4.33%	547.49K	51.67M	6.03K	+1.11%
Dec 31, 2025	EXCHANGE TRADED CONCEPTS, LLC	4.22%	519.87K	49.07M	48.87K	+10.37%
Dec 31, 2025	LPL FINANCIAL LLC	1.99%	246.47K	23.26M	39.23K	+18.93%
Dec 31, 2025	WEALTH MANAGEMENT ASSOCIATES, INC.	0.1%	12.56K	1.18M	7	+0.06%
Dec 31, 2025	SENTINUS, LLC	0.08%	9.84K	929.08K	9.84K	+100.00%
Dec 31, 2025	MARINER, LLC	0.12%	15.5K	1.46M	2.08K	+15.48%
Dec 31, 2025	MAY BARNHARD INVESTMENTS LLC	0.13%	15.47K	1.46M	-1	-0.01%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.13%	15.73K	1.48M	51	+0.33%
Dec 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.13%	15.63K	1.48M	-1.4K	-8.21%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.12%	15.22K	1.44M	-3.58K	-19.06%
Dec 31, 2025		0.1%	12.4K	1.17M	0	0
Dec 31, 2025	AMERICAN TRUST	0.13%	16.41K	1.55M	-914	-5.28%
Dec 31, 2025	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	0.14%	17.52K	1.65M	-1.8K	-9.32%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.14%	17.82K	1.69M	-37	-0.21%
Dec 31, 2025	LIBERTY CAPITAL MANAGEMENT, INC.	0.1%	12.26K	1.16M	0	0
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.23%	28.84K	2.72M	-626	-2.12%
Sep 30, 2025	PACIFIC SUN FINANCIAL CORP	0.06%	7.92K	731.97K	0	0
Sep 30, 2025	CWM, LLC	0.07%	8.32K	769K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.07%	132.61K	12.26M	-6.54K	-4.70%
Sep 30, 2025	BRAND ASSET MANAGEMENT GROUP, INC.	0.34%	42.84K	3.96M	-715	-1.64%
Sep 30, 2025	MORGAN STANLEY	4.36%	541.45K	50.04M	15.3K	+2.91%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	4.14%	514.7K	47.57M	20.5K	+4.15%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2%	249.06K	22.39M	-20.25K	-7.52%
Sep 30, 2025	LPL FINANCIAL LLC	1.67%	207.24K	19.15M	23.58K	+12.84%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.34%	165.88K	15.4M	-687	-0.41%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.69%	86.22K	7.97M	-1.01K	-1.16%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.68%	84.48K	7.81M	-6.44K	-7.08%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.57%	71.34K	6.59M	186	+0.26%
Sep 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.25%	31.17K	2.88M	-3.01K	-8.82%
Sep 30, 2025	CAPITAL MANAGEMENT ASSOCIATES, INC	0.07%	8.62K	796.67K	1.4K	+19.41%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.07%	8.82K	814.85K	2.97K	+50.77%
Sep 30, 2025	ROCKLAND TRUST CO	0.08%	9.84K	909.41K	-55	-0.56%
Sep 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.08%	10.03K	936.4K	-60	-0.59%
Sep 30, 2025	CERITY PARTNERS LLC	0.16%	19.63K	1.81M	-338	-1.69%
Sep 30, 2025	AMERICAN TRUST	0.14%	17.32K	1.6M	93	+0.54%
Sep 30, 2025	EDGE FINANCIAL ADVISORS LLC	0.14%	17.3K	1.6M	12.61K	+268.66%
Sep 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.14%	17.03K	1.57M	107	+0.63%
Sep 30, 2025	MARINER, LLC	0.11%	13.42K	1.24M	-632	-4.50%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.08%	10.22K	944.53K	0	0
Sep 30, 2025	GREYKASELL WEALTH STRATEGIES, INC.	0.09%	10.6K	979.48K	-260	-2.39%
Sep 30, 2025	FMR LLC	0.16%	19.83K	1.83M	4.97K	+33.44%
Sep 30, 2025	CITIGROUP INC	0.11%	13.4K	1.24M	1.42K	+11.82%
Sep 30, 2025	DENTGROUP LLC	0.11%	14.24K	1.32M	0	0
Sep 30, 2025	MAY BARNHARD INVESTMENTS LLC	0.12%	15.47K	1.43M	1	+0.01%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.13%	15.68K	1.45M	43	+0.28%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.14%	17.86K	1.65M	13.55K	+314.39%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.15%	18.81K	1.74M	3.17K	+20.30%
Sep 30, 2025	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	0.16%	19.32K	1.79M	0	0
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.15%	18.73K	1.73M	523	+2.87%
Sep 30, 2025	JPMORGAN CHASE & CO	1.33%	165.46K	15.29M	36K	+27.80%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	37.07K	3.43M	-2.13K	-5.42%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.3%	37.25K	3.44M	-3.34K	-8.22%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.33%	40.72K	3.76M	5.16K	+14.52%
Sep 30, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.33%	41.49K	3.83M	25.13K	+153.67%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.59%	197.2K	18.23M	151.93K	+335.56%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	16.36K	1.51M	3.37K	+25.90%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.23%	28.29K	2.61M	5	+0.02%
Sep 30, 2025	JIM SAULNIER & ASSOCIATES, LLC	0.29%	36.11K	3.34M	-2.99K	-7.65%
Sep 30, 2025	CRESTWOOD ADVISORS GROUP LLC	0.34%	42.68K	3.94M	-247	-0.58%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.53%	65.43K	6.05M	-40.42K	-38.18%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.82%	102.07K	9.43M	-7.52K	-6.86%
Sep 30, 2025	UBS GROUP AG	0.83%	102.9K	9.51M	-1.95K	-1.86%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	3.08%	382.99K	35.4M	-1.13K	-0.29%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.72%	89.15K	8.24M	-719	-0.80%
Sep 30, 2025	WEALTH FORWARD, LLC	0.78%	97.11K	8.97M	97.11K	+100.00%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.1%	12.26K	1.13M	-1.21K	-8.97%
Sep 30, 2025	ROYAL BANK OF CANADA	0.36%	45.11K	4.17M	2.76K	+6.52%
Sep 30, 2025	LIBERTY CAPITAL MANAGEMENT, INC.	0.1%	12.26K	1.13M	0	0
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.61%	75.25K	6.95M	-6.37K	-7.80%
Sep 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	3.79%	471K	43.53M	198.09K	+72.58%
Sep 30, 2025	KEYSTONE FINANCIAL SERVICES, LLC	0.09%	11.2K	1.03M	-49	-0.44%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.19%	23.82K	2.2M	-540	-2.22%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.2%	25.16K	2.32M	6.63K	+35.76%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.23%	28.85K	2.67M	179	+0.62%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.24%	29.46K	2.72M	-1.31K	-4.27%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.1%	12.17K	1.12M	11	+0.09%
Sep 30, 2025	WEALTH MANAGEMENT ASSOCIATES, INC.	0.1%	12.55K	1.16M	-82	-0.65%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.05%	6.59K	609K	14	+0.21%
Sep 30, 2025	STRATEGIC BLUEPRINT, LLC	0.05%	6.79K	627.38K	-252	-3.58%
Sep 30, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.06%	7.06K	652.52K	-279	-3.80%
Sep 30, 2025	NEWEDGE WEALTH, LLC	0.06%	7.27K	682.99K	0	0
Sep 30, 2025	RED TORTOISE LLC	0.06%	7.32K	676.05K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	1.52%	183.67K	15.76M	-4.95K	-2.62%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.67%	81.61K	7M	35.5K	+76.97%
Jun 30, 2025	BENCHMARK WEALTH MANAGEMENT, LLC	0.53%	64.54K	5.54M	44	+0.07%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.25%	30.78K	2.64M	30.78K	+100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.15%	18.21K	1.56M	9.38K	+106.34%
Jun 30, 2025	DENTGROUP LLC	0.12%	14.24K	1.22M	-89	-0.62%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	12.99K	1.11M	-1.14K	-8.08%
Jun 30, 2025	LIBERTY CAPITAL MANAGEMENT, INC.	0.1%	12.26K	1.05M	0	0
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.1%	12.15K	1.04M	-36	-0.30%
Jun 30, 2025	TYLER-STONE WEALTH MANAGEMENT	0.08%	9.35K	801.67K	459	+5.16%
Jun 30, 2025	PACIFIC SUN FINANCIAL CORP	0.07%	7.92K	679.38K	0	0
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.23%	28.28K	2.43M	6	+0.02%
Jun 30, 2025	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	0.16%	19.32K	1.66M	0	0
Jun 30, 2025	FMR LLC	0.12%	14.86K	1.27M	-727	-4.66%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.11%	13.46K	1.15M	251	+1.90%
Jun 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	2.25%	272.91K	23.41M	272.91K	+100.00%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	1.25%	150.98K	12.95M	-4.51K	-2.90%
Jun 30, 2025	CAPITAL MANAGEMENT ASSOCIATES, INC	0.06%	7.22K	619.27K	-7.19K	-49.89%
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	0.06%	7.04K	603.92K	-580	-7.61%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.06%	7.04K	603.91K	16	+0.23%
Jun 30, 2025	M&T BANK CORP	0.05%	6.6K	565.72K	2.05K	+44.95%
Jun 30, 2025	CHAPIN DAVIS, INC.	0.05%	6.59K	565.07K	0	0
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.05%	6.54K	561.11K	3	+0.05%
Jun 30, 2025	DANA INVESTMENT ADVISORS, INC.	0.05%	5.95K	510.22K	0	0
Jun 30, 2025	RICHARD P SLAUGHTER ASSOCIATES INC	0.04%	5.06K	433.7K	0	0
Jun 30, 2025	HELEN STEPHENS GROUP, LLC	0.04%	4.91K	421.2K	14	+0.29%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.04%	4.85K	415.6K	0	0
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.04%	4.82K	423.89K	0	0
Jun 30, 2025	EDGE FINANCIAL ADVISORS LLC	0.04%	4.69K	402K	4.69K	+100.00%
Jun 30, 2025	LANDAAS & CO /WI /ADV	0.04%	4.38K	376K	-53	-1.20%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.04%	4.31K	369.71K	-714	-14.21%
Jun 30, 2025	TFB ADVISORS LLC	0.03%	4.16K	356.65K	9	+0.22%
Jun 30, 2025	FLAGSTAR ADVISORS INC.	0.03%	4.14K	355.38K	-169	-3.92%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.03%	4.08K	349.65K	12	+0.30%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.08%	10.22K	876.67K	0	0
Jun 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.08%	10.09K	865.52K	-1.05K	-9.40%
Jun 30, 2025	ROCKLAND TRUST CO	0.08%	9.9K	848.79K	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	8.41K	721.2K	239	+2.93%
Jun 30, 2025	CRESTWOOD ADVISORS GROUP LLC	0.35%	42.93K	3.68M	-147	-0.34%
Jun 30, 2025	ROYAL BANK OF CANADA	0.35%	42.35K	3.63M	-5.33K	-11.17%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.3%	36.58K	3.14M	23.31K	+175.71%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.29%	35.56K	3.05M	-19.11K	-34.96%
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.28%	34.18K	2.93M	31.06K	+994.08%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.2%	24.36K	2.09M	-3.04K	-11.08%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.17%	21.01K	1.8M	-6.58K	-23.84%
Jun 30, 2025	CERITY PARTNERS LLC	0.16%	19.97K	1.71M	14.82K	+287.81%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.15%	18.53K	1.59M	-1.42K	-7.09%
Jun 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.14%	16.92K	1.45M	-181	-1.06%
Jun 30, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.14%	16.36K	1.4M	1.71K	+11.67%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.13%	15.64K	1.34M	25	+0.16%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.13%	15.63K	1.34M	-1.53K	-8.93%
Jun 30, 2025		0.13%	15.47K	1.33M	0	0
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.24%	28.67K	2.46M	28.67K	+100.00%
Jun 30, 2025	ASSET MANAGEMENT GROUP, INC.	0.06%	7.82K	670.6K	20	+0.26%
Jun 30, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.06%	7.34K	629.55K	-259	-3.41%
Jun 30, 2025	RED TORTOISE LLC	0.06%	7.32K	627.48K	0	0
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.59%	71.15K	6.1M	4.84K	+7.31%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.34%	40.59K	3.48M	-4.9K	-10.77%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	39.2K	3.36M	-6.81K	-14.81%
Jun 30, 2025	GTS SECURITIES LLC	0.13%	16.32K	1.4M	-10.9K	-40.04%
Jun 30, 2025	MARINER, LLC	0.12%	14.05K	1.21M	495	+3.65%
Jun 30, 2025	MORGAN STANLEY	4.34%	526.16K	45.13M	8.21K	+1.58%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	3.17%	384.12K	32.95M	108	+0.03%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.37%	166.56K	14.45M	-12.9K	-7.19%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.74%	89.87K	7.71M	-102.47K	-53.28%
Jun 30, 2025	TABLEAUX LLC	0.2%	24K	23.96K	24K	+100.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	4.08%	494.21K	42.42M	17K	+3.56%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.22%	269.31K	23.1M	15.08K	+5.93%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.15%	139.15K	11.94M	-1.2K	-0.85%
Jun 30, 2025	JPMORGAN CHASE & CO	1.07%	129.46K	11.11M	-7.63K	-5.57%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.9%	109.58K	9.4M	1.5K	+1.39%
Jun 30, 2025	UBS GROUP AG	0.87%	104.84K	8.99M	-7.64K	-6.79%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.75%	90.92K	7.8M	-3.82K	-4.03%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.87%	105.85K	9.08M	105.85K	+100.00%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.72%	87.23K	7.48M	-365	-0.42%
Jun 30, 2025	ELEVATION CAPITAL ADVISORY, LLC	0.68%	82.16K	7.05M	-5.89K	-6.69%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.37%	45.28K	3.88M	1.33K	+3.03%
Jun 30, 2025	BRAND ASSET MANAGEMENT GROUP, INC.	0.36%	43.56K	3.74M	-2.02K	-4.42%
Jun 30, 2025	AMERICAN TRUST	0.14%	17.23K	1.48M	17.23K	+100.00%
Jun 30, 2025	JIM SAULNIER & ASSOCIATES, LLC	0.32%	39.1K	3.35M	-2.55K	-6.11%
Jun 30, 2025	MAY BARNHARD INVESTMENTS LLC	0.13%	15.47K	1.33M	0	0
Mar 31, 2025	GTS SECURITIES LLC	0.24%	27.22K	2.1M	17.36K	+176.23%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.24%	27.4K	2.12M	-3.49K	-11.29%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.24%	27.58K	2.13M	-1.15K	-4.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0.51%	58.17K	4.49M	30.47K	+109.99%
Mar 31, 2025	CRESTWOOD ADVISORS GROUP LLC	0.38%	43.07K	3.33M	-726	-1.66%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	13.27K	1.03M	9.2K	+226.32%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.39%	43.94K	3.4M	-4.07K	-8.47%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.4%	45.49K	3.51M	-8.12K	-15.14%
Mar 31, 2025	BRAND ASSET MANAGEMENT GROUP, INC.	0.4%	45.57K	3.52M	-662	-1.43%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.4%	46.01K	3.56M	-9.26K	-16.76%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.41%	46.12K	3.56M	46.12K	+100.00%
Mar 31, 2025	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	0.17%	19.32K	1.49M	0	0
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.18%	19.95K	1.54M	1.32K	+7.10%
Mar 31, 2025	ROYAL BANK OF CANADA	0.42%	47.67K	3.68M	4.91K	+11.47%
Mar 31, 2025	JPMORGAN CHASE & CO	1.21%	137.09K	10.59M	-5.73K	-4.01%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.58%	179.46K	13.87M	5.94K	+3.42%
Mar 31, 2025	LPL FINANCIAL LLC	1.66%	188.61K	14.57M	-1.07M	-85.05%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.18%	19.95K	1.54M	1.32K	+7.10%
Mar 31, 2025	ELEVATION CAPITAL ADVISORY, LLC	0.77%	88.05K	6.8M	88.05K	+100.00%
Mar 31, 2025	BENCHMARK WEALTH MANAGEMENT, LLC	0.57%	64.49K	4.98M	-2.21K	-3.31%
Mar 31, 2025	ARETE WEALTH ADVISORS, LLC	0.12%	14.1K	1.09M	-17.94K	-55.99%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.12%	14.13K	1.09M	-94.16K	-86.95%
Mar 31, 2025	DENTGROUP LLC	0.13%	14.33K	1.11M	-85	-0.59%
Mar 31, 2025	CAPITAL MANAGEMENT ASSOCIATES, INC	0.13%	14.41K	1.11M	7.71K	+115.14%
Mar 31, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.13%	14.65K	1.13M	2.71K	+22.74%
Mar 31, 2025	CREATIVE PLANNING	0.13%	14.88K	1.15M	6.89K	+86.33%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	0.58%	66.31K	5.12M	193	+0.29%
Mar 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.77%	87.59K	6.77M	-40.4K	-31.57%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2.24%	254.24K	19.64M	-107.84K	-29.78%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.13%	15.01K	1.16M	13.3K	+779.78%
Mar 31, 2025		0.14%	15.47K	1.19M	0	0
Mar 31, 2025	FMR LLC	0.14%	15.59K	1.2M	1.52K	+10.78%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.14%	15.61K	1.21M	4	+0.03%
Mar 31, 2025	WEST COAST FINANCIAL LLC	0.15%	16.65K	1.29M	-1.49K	-8.22%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	1.69%	192.33K	14.86M	98.74K	+105.51%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	3.38%	384.01K	29.67M	-9.68K	-2.46%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	4.2%	477.21K	36.87M	71.26K	+17.55%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.83%	94.73K	7.32M	-399.68K	-80.84%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.95%	108.09K	8.35M	-64.02K	-37.20%
Mar 31, 2025	UBS GROUP AG	0.99%	112.49K	8.69M	2.11K	+1.91%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.23%	140.34K	10.84M	-13.86K	-8.99%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	1.37%	155.49K	12.01M	-5.3K	-3.30%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.25%	28.28K	2.18M	6	+0.02%
Mar 31, 2025	MORGAN STANLEY	4.56%	517.95K	40.02M	18.7K	+3.75%
Mar 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.15%	17.1K	1.32M	29	+0.17%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.15%	17.17K	1.33M	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.48%	54.67K	4.22M	-80.08K	-59.43%
Mar 31, 2025	MARINER, LLC	0.12%	13.56K	1.05M	0	0
Mar 31, 2025	ASSETMARK, INC	0.16%	18.09K	1.4M	-5.09K	-21.97%
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0.22%	26.08K	1.89M	-980	-3.62%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.37%	47.29K	3.43M	-1.78K	-3.63%
Mar 31, 2024	CRESTWOOD ADVISORS GROUP LLC	0.42%	49.1K	3.56M	-410	-0.83%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.44%	52K	3.77M	15.8K	+43.66%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.48%	61.2K	4.44M	-8.76K	-12.52%
Mar 31, 2024	BRAND ASSET MANAGEMENT GROUP, INC.	0.49%	57.25K	4.15M	-215	-0.37%
Mar 31, 2024	MERIT FINANCIAL GROUP, LLC	0.56%	65.68K	4.65M	-3.21K	-4.66%
Mar 31, 2024	UBS GROUP AG	0.86%	110.02K	7.97M	10.31K	+10.34%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.9%	115.27K	8.35M	2.97K	+2.65%
Mar 31, 2024	JPMORGAN CHASE & CO	0.9%	115.31K	8.36M	-13.6K	-10.55%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.26%	148.44K	10.76M	148.44K	+100.00%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	1.32%	155.52K	11.27M	-9.75K	-5.90%
Mar 31, 2024	LPL FINANCIAL LLC	1.44%	185.16K	13.42M	-10.69K	-5.46%
Mar 31, 2024	RED TORTOISE LLC	0.06%	7.32K	530.12K	-31	-0.42%
Mar 31, 2024	CREATIVE PLANNING	0.06%	7.58K	549.52K	0	0
Mar 31, 2024	CHAPIN DAVIS, INC.	0.06%	7.88K	571.35K	221	+2.88%
Mar 31, 2024	PACIFIC SUN FINANCIAL CORP	0.06%	7.92K	573.96K	0	0
Mar 31, 2024	NEWEDGE WEALTH, LLC	0.06%	8.13K	567.7K	-86	-1.05%
Mar 31, 2024	VANTAGE FINANCIAL PARTNERS, LLC	0.07%	8.44K	611.81K	-1.62K	-16.06%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.07%	8.53K	598.14K	4.12K	+93.31%
Mar 31, 2024	CETERA ADVISORS LLC	0.07%	8.77K	635.85K	3.03K	+52.70%
Mar 31, 2024	STRATEGIC BLUEPRINT, LLC	0.07%	8.93K	647.14K	1.7K	+23.51%
Mar 31, 2024	SEACREST WEALTH MANAGEMENT, LLC	0.08%	9.87K	715.13K	-8.68K	-46.80%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	3.87%	456.99K	33.12M	-44.99K	-8.96%
Mar 31, 2024	CITIGROUP INC	0.08%	10.89K	789.2K	559	+5.41%
Mar 31, 2024	SCOTIA CAPITAL INC.	0.08%	10.02K	725.86K	0	0
Mar 31, 2024	APOLLON WEALTH MANAGEMENT, LLC	0.09%	10.22K	740.64K	0	0
Mar 31, 2024	ROCKLAND TRUST CO	0.09%	10.67K	773.18K	-166	-1.53%
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.09%	11.91K	863.19K	-148	-1.23%
Mar 31, 2024	LIBERTY CAPITAL MANAGEMENT, INC.	0.1%	12.26K	888.48K	0	0
Mar 31, 2024	FMR LLC	0.11%	14.07K	1.02M	789	+5.94%
Mar 31, 2024	MONEY CONCEPTS CAPITAL CORP	0.11%	13.15K	952.69K	13.15K	+100.00%
Mar 31, 2024	MARINER, LLC	0.11%	13.51K	979.29K	7.52K	+125.29%
Mar 31, 2024	STRATEGIC WEALTH PARTNERS GROUP LLC	0.12%	14.03K	1.02M	-1.3K	-8.45%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.12%	14.74K	1.07M	-1.72K	-10.45%
Mar 31, 2024	ARETE WEALTH ADVISORS, LLC	0.13%	15.51K	1.12M	235	+1.54%
Mar 31, 2024	DENTGROUP LLC	0.13%	15.52K	1.12M	45	+0.29%
Mar 31, 2024	AMERICAN TRUST	0.13%	15.55K	1.13M	15.55K	+100.00%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.13%	17.17K	1.25M	0	0
Mar 31, 2024	PFG ADVISORS	0.14%	16.05K	1.16M	15	+0.09%
Mar 31, 2024	CITADEL ADVISORS LLC	0.14%	17.92K	1.3M	-21.54K	-54.59%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.15%	19.14K	1.39M	0	0
Mar 31, 2024	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	0.16%	19.32K	1.38M	0	0
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.17%	22.36K	1.62M	-15.89K	-41.53%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.19%	22.88K	1.66M	-132	-0.57%
Mar 31, 2024	WEST COAST FINANCIAL LLC	0.2%	23.21K	1.68M	-4.24K	-15.45%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	26.03K	1.89M	16.45K	+171.66%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.2%	26.2K	1.9M	-3.19K	-10.84%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.23%	26.83K	1.95M	-506	-1.85%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.23%	27.32K	1.98M	3.3K	+13.76%
Mar 31, 2024	QUANTITATIVE STRATEGIES, INC.	0.3%	35.77K	2.59M	344	+0.97%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	39.07K	2.83M	1.07K	+2.81%
Mar 31, 2024	ROYAL BANK OF CANADA	0.34%	43.38K	3.14M	-3.86K	-8.18%
Mar 31, 2024	BENCHMARK WEALTH MANAGEMENT, LLC	0.57%	66.7K	4.83M	-3.73K	-5.29%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.77%	90.98K	6.59M	-223	-0.24%
Mar 31, 2024	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.8%	94.42K	6.84M	-2.02K	-2.09%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.06%	136.72K	9.91M	-4.27K	-3.03%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.8%	212.52K	15.4M	-2.68K	-1.25%
Mar 31, 2024	MORGAN STANLEY	3.41%	437.55K	31.71M	26.74K	+6.51%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	3.55%	455.33K	33M	-13.92K	-2.97%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.75%	91.2K	6M	2.39K	+2.70%
Dec 31, 2023	UBS GROUP AG	0.82%	99.71K	6.56M	787	+0.80%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.93%	112.3K	7.38M	54.58K	+94.55%
Dec 31, 2023	JPMORGAN CHASE & CO	1.06%	128.92K	8.48M	6.35K	+5.18%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.16%	140.99K	9.27M	-5.29K	-3.61%
Dec 31, 2023	JACKSON WEALTH MANAGEMENT, LLC	1.25%	151.29K	9.95M	151.29K	+100.00%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	1.36%	165.27K	10.87M	13.07K	+8.59%
Dec 31, 2023	LPL FINANCIAL LLC	1.61%	195.86K	12.88M	-4.95K	-2.47%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.77%	215.2K	14.15M	-4.11K	-1.88%
Dec 31, 2023	MORGAN STANLEY	3.38%	410.81K	27.01M	9.03K	+2.25%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	3.87%	469.25K	30.85M	29.5K	+6.71%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	4.14%	501.98K	33.01M	-59.88K	-10.66%
Dec 31, 2023	APOLLON WEALTH MANAGEMENT, LLC	0.08%	10.22K	672.07K	-8.72K	-46.04%
Dec 31, 2023	CITIGROUP INC	0.09%	10.33K	679.47K	287	+2.86%
Dec 31, 2023	DFPG INVESTMENTS, LLC	0.09%	10.61K	687.28K	-663	-5.88%
Dec 31, 2023	ROCKLAND TRUST CO	0.09%	10.84K	712.51K	-752	-6.49%
Dec 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.1%	12.06K	793M	-688	-5.40%
Dec 31, 2023	LIBERTY CAPITAL MANAGEMENT, INC.	0.1%	12.26K	806.22K	0	0
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.1%	12.36K	188K	12.36K	+100.00%
Dec 31, 2023	FMR LLC	0.11%	13.28K	873.42K	-12	-0.09%
Dec 31, 2023	ARETE WEALTH ADVISORS, LLC	0.13%	15.27K	1M	15.27K	+100.00%
Dec 31, 2023	STRATEGIC WEALTH PARTNERS GROUP LLC	0.13%	15.33K	1.01M	51	+0.33%
Dec 31, 2023	DENTGROUP LLC	0.13%	15.48K	1.02M	-194	-1.24%
Dec 31, 2023	PFG ADVISORS	0.13%	16.04K	1.05M	686	+4.47%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.14%	16.46K	1.08M	-3	-0.02%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.14%	17.17K	1.13M	233	+1.38%
Dec 31, 2023	SEACREST WEALTH MANAGEMENT, LLC	0.15%	18.55K	1.2M	-476	-2.50%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.16%	19.14K	1.26M	0	0
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.19%	23.01K	1.51M	-1.43K	-5.86%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.2%	24.02K	1.58M	89	+0.37%
Dec 31, 2023	J.W. COLE ADVISORS, INC.	0.22%	27.06K	1.78M	-178	-0.65%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.23%	27.34K	1.8M	-469	-1.69%
Dec 31, 2023	WEST COAST FINANCIAL LLC	0.23%	27.45K	1.81M	-453	-1.62%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.24%	29.39K	1.93M	-1.6K	-5.15%
Dec 31, 2023		0.13%	15.5K	1.02M	15.5K	+100.00%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.3%	36.2K	2.38M	-1.87K	-4.91%
Dec 31, 2023	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.79%	96.43K	6.34M	-130	-0.13%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	38K	2.5M	-1.99K	-4.97%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.32%	38.25K	2.52M	2.94K	+8.33%
Dec 31, 2023	CITADEL ADVISORS LLC	0.33%	39.46K	2.6M	21.15K	+115.54%
Dec 31, 2023	ASSETMARK, INC	0.39%	47.03K	3.09M	45.57K	+3,134.32%
Dec 31, 2023	ROYAL BANK OF CANADA	0.39%	47.24K	3.11M	-31.11K	-39.71%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.4%	49.07K	3.23M	2.46K	+5.27%
Dec 31, 2023	CRESTWOOD ADVISORS GROUP LLC	0.41%	49.51K	3.26M	-1.38K	-2.71%
Dec 31, 2023	BRAND ASSET MANAGEMENT GROUP, INC.	0.47%	57.47K	3.78M	-643	-1.11%
Dec 31, 2023	MERIT FINANCIAL GROUP, LLC	0.57%	68.9K	4.53M	-2.85K	-3.98%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.58%	69.95K	4.6M	-9.14K	-11.55%
Dec 31, 2023	BENCHMARK WEALTH MANAGEMENT, LLC	0.58%	70.43K	4.63M	-177	-0.25%

Frequently Asked Questions