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

Who are the major shareholders selling iShares Morningstar Mid-Cap Value ETF stock?

PCA INVESTMENT ADVISORY SERVICES INC., in the last quarter, reduced its stake in IMCV by -0.7% restricting it's holding to 13.76 thousand shares of worth nearly $1.26M. FLAGSTAR ADVISORS INC. also lessened -2.98% of the IMCV shares from its portfolio, reducing its holding to 14.29 thousand shares of worth $1.31M. PARK AVENUE SECURITIES LLC also shunned IMCV shares holding by -0.3% last quarter which brought its holding to 16.07 thousand shares worth $1.47M.

Investors who are buying IMCV stock?

As per its latest 13F filing, ALLEGHENY FINANCIAL GROUP LTD increased its stake in IMCV by 33.11% in the last quarter. The institutional holder raised its holding to 17.68 thousand shares having worth more than $1.62M. JAMES J. BURNS & COMPANY, LLC also added 0.5% more shares of IMCV to its portfolio, raising its holding to 19.02 thousand shares of worth $1.74M. PRINCIPAL SECURITIES, INC. also increased its IMCV shares holding by 0.03% which brought its holding to 20.87 thousand shares worth $1.91M.

IMCV's major insiders: who are they?

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

Did an insider recently sell IMCV stock?

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

Which insider recently purchased IMCV stock?

There have been 0 transaction(s) during the past 6-months in which iShares Morningstar Mid-Cap Value ETF insiders have bought stock, totalling 0 shares

How much of IMCV does insiders own?

Around 0 iShares Morningstar Mid-Cap Value ETF shares are held by insiders, which represents about N/A of IMCV stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IMCV?

M&T BANK CORP is the largest institutional owner in IMCV which holds 13.73 thousand shares worth $1.25M or 0.12% of the total IMCV shares outstanding followed by PCA INVESTMENT ADVISORY SERVICES INC. with ownership of 13.76 thousand shares representing 0.12% of the IMCV ownership. FLAGSTAR ADVISORS INC. is the third largest stakeholder with 14.29 thousand shares or 0.13% of the ownership worth more than $1.31M.

Is iShares Morningstar Mid-Cap Value 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 IMCV is concerned, it is a stock which is not optionable.

Is there a short position on IMCV's shares?

Number of IMCV 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 IMCV shares are there?

As of today, null shares of IMCV are outstanding.

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

IMCV 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 IMCV is null.

iShares Morningstar Mid-Cap Value ETF (IMCV) 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. M&T BANK CORP is the top corporate investor, holding 13.73K shares valued at $1.25M. A 0.12% stake in iShares Morningstar Mid-Cap Value ETF is owned by the company. PCA INVESTMENT ADVISORY SERVICES INC. owns 13.76K shares valued at $1.26M, which translates its holding of 0.12% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	M&T BANK CORP	0.12%	13.73K	1.25M	0	0
Jun 30, 2026	PCA INVESTMENT ADVISORY SERVICES INC.	0.12%	13.76K	1.26M	-97	-0.70%
Jun 30, 2026	FLAGSTAR ADVISORS INC.	0.13%	14.29K	1.31M	-439	-2.98%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.14%	16.07K	1.47M	-48	-0.30%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.14%	16.22K	1.48M	-70	-0.43%
Jun 30, 2026	COURAGE MILLER PARTNERS, LLC	0.16%	17.46K	1.6M	-1.05K	-5.68%
Jun 30, 2026	ALLEGHENY FINANCIAL GROUP LTD	0.16%	17.68K	1.62M	4.4K	+33.11%
Jun 30, 2026	JAMES J. BURNS & COMPANY, LLC	0.17%	19.02K	1.74M	94	+0.50%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.19%	20.87K	1.91M	6	+0.03%
Jun 30, 2026	LRI INVESTMENTS, LLC	0.2%	22.66K	2.07M	0	0
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.26%	29.4K	2.69M	1.36K	+4.85%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.31%	35.59K	3.25M	-95	-0.27%
Jun 30, 2026	CREATIVE PLANNING	0.4%	45.46K	4.15M	1.04K	+2.34%
Jun 30, 2026	DDFG, INC	0.45%	51.27K	4.69M	1.38K	+2.76%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.48%	54.25K	4.96M	-70.15K	-56.39%
Jun 30, 2026	MARINER, LLC	0.51%	57.33K	5.24M	192	+0.34%
Jun 30, 2026	IPSEN ADVISOR GROUP LLC	0.75%	85.52K	7.81M	589	+0.69%
Jun 30, 2026	BEDEL FINANCIAL CONSULTING, INC.	0.86%	97.82K	8.94M	6.5K	+7.11%
Jun 30, 2026	SWISSPARTNERS ADVISORS LTD	1.13%	128.32K	11.72M	-420	-0.33%
Jun 30, 2026	MARIETTA WEALTH MANAGEMENT, LLC	1.2%	135.96K	12.42M	5.7K	+4.38%
Jun 30, 2026		1.39%	156.19K	14.27M	3.51K	+2.30%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.27%	257.45K	23.53M	-13.18K	-4.87%
Jun 30, 2026	ORGEL WEALTH MANAGEMENT, LLC	3.01%	341.92K	31.24M	-912	-0.27%
Jun 30, 2026	LPL FINANCIAL LLC	3.83%	434.28K	39.68M	63.47K	+17.12%
Jun 30, 2026	VANTAGEPOINT INVESTMENT ADVISERS LLC	8.97%	1.02M	93M	52.49K	+5.44%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.41%	47K	4.29M	-283.32K	-85.77%
Jun 30, 2026	CALIBER WEALTH MANAGEMENT, LLC / KS	0.22%	24.64K	2.25M	1	0.00%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.22%	25.45K	2.33M	139	+0.55%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.23%	26.02K	2.38M	-528	-1.99%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.25%	28.58K	2.61M	981	+3.55%
Jun 30, 2026	MILLSTONE EVANS GROUP, LLC	0.32%	36.76K	3.36M	-1.55K	-4.05%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.5%	56.51K	5.16M	-1.7K	-2.92%
Jun 30, 2026	LEBENTHAL GLOBAL ADVISORS, LLC	0.57%	64.54K	5.9M	2.79K	+4.52%
Jun 30, 2026	DAVENPORT & CO LLC	0.65%	74.25K	6.78M	4.28K	+6.11%
Jun 30, 2026	GHP INVESTMENT ADVISORS, INC.	0.72%	81.19K	7.42M	-132	-0.16%
Jun 30, 2026	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.72%	82.1K	7.5M	-732	-0.88%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.08%	122.94K	11.23M	13.13K	+11.95%
Jun 30, 2026	DIVERSIFY ADVISORY SERVICES, LLC	0.21%	23.91K	2.28M	23.91K	+100.00%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.28%	32.28K	2.95M	24.42K	+310.42%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.11%	125.53K	11.47M	-1.07K	-0.84%
Jun 30, 2026	MATRIX TRUST CO	1.85%	209.72K	19.16M	2.4K	+1.16%
Jun 30, 2026	BLACK DIAMOND FINANCIAL, LLC	2.17%	245.61K	22.44M	28.48K	+13.11%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	4.13%	467.94K	42.76M	23.39K	+5.26%
Jun 30, 2026	COLONY GROUP, LLC	0.21%	23.03K	2.1M	-1.42K	-5.80%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	4.3%	487.5K	44.54M	79.72K	+19.55%
Jun 30, 2026	SOVRAN ADVISORS, LLC	0.37%	41.72K	4.03M	-14.28K	-25.50%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.38%	43.49K	3.97M	450	+1.05%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.4%	44.92K	4.1M	140	+0.31%
Jun 30, 2026	AIRE ADVISORS, LLC	0.34%	38.16K	3.49M	-2.33K	-5.76%
Jun 30, 2026	GRANVILLE CAPITAL, INC.	1.38%	156.19K	14.27M	3.51K	+2.30%
Jun 30, 2026	DIVERSIFY WEALTH MANAGEMENT, LLC	0.21%	23.91K	2.28M	1.39K	+6.18%
Jun 30, 2026	MORGAN STANLEY	5.4%	612.28K	55.95M	1.76K	+0.29%
Jun 30, 2026	JANE STREET GROUP, LLC	0.34%	39K	3.56M	35.94K	+1,175.76%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.39%	43.73K	4M	-1.33K	-2.95%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.43%	48.59K	4.44M	48.59K	+100.00%
Jun 30, 2026	ROYAL BANK OF CANADA	0.92%	104.2K	9.52M	6.76K	+6.93%
Jun 30, 2026	RODGERS & ASSOCIATES, LTD	1.06%	120.45K	11.01M	795	+0.66%
Jun 30, 2026	UBS GROUP AG	1.69%	191.89K	17.53M	-3.42K	-1.75%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.79%	203.1K	18.56M	931	+0.46%
Jun 30, 2026	STEELE CAPITAL MANAGEMENT, INC.	1.85%	209.72K	19.16M	2.4K	+1.16%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	2.07%	234.85K	21.46M	3.99K	+1.73%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.19%	247.96K	22.66M	-2.75K	-1.10%
Mar 31, 2026	RODGERS & ASSOCIATES, LTD	1.03%	119.65K	10.14M	8.2K	+7.35%
Mar 31, 2026	MARINER, LLC	0.49%	57.14K	4.84M	875	+1.56%
Mar 31, 2026	LEBENTHAL GLOBAL ADVISORS, LLC	0.53%	61.75K	5.24M	1.03K	+1.69%
Mar 31, 2026	DAVENPORT & CO LLC	0.6%	69.97K	5.93M	3.93K	+5.95%
Mar 31, 2026	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.71%	82.84K	7.02M	1.1K	+1.35%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.15%	250.71K	21.26M	-10.57K	-4.05%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	2.84%	330.32K	27.2M	-532	-0.16%
Mar 31, 2026	ORGEL WEALTH MANAGEMENT, LLC	2.94%	342.83K	29.07M	-15.39K	-4.30%
Mar 31, 2026	LPL FINANCIAL LLC	3.18%	370.81K	31.44M	32.02K	+9.45%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	3.63%	407.78K	34.58M	171.86K	+72.85%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.82%	444.55K	37.69M	-4.3K	-0.96%
Mar 31, 2026	DDFG, INC	0.43%	49.9K	4.23M	3.06K	+6.53%
Mar 31, 2026	SOVRAN ADVISORS, LLC	0.48%	56K	5.01M	1.28K	+2.34%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.5%	58.21K	4.94M	7.63K	+15.09%
Mar 31, 2026	BLACK DIAMOND FINANCIAL, LLC	1.86%	217.14K	18.41M	-5.49K	-2.47%
Mar 31, 2026	MORGAN STANLEY	5.24%	610.52K	51.76M	25K	+4.27%
Mar 31, 2026	VANTAGEPOINT INVESTMENT ADVISERS LLC	8.29%	965.23K	81.84M	-43.09K	-4.27%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.38%	44.78K	3.8M	-999	-2.18%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.39%	45.06K	3.82M	-1.56K	-3.35%
Mar 31, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.46%	53.24K	4.51M	37.93K	+247.81%
Mar 31, 2026	CALIBER WEALTH MANAGEMENT, LLC / KS	0.21%	24.64K	2.09M	-140	-0.57%
Mar 31, 2026	JIM SAULNIER & ASSOCIATES, LLC	0.21%	24.93K	2.11M	-368	-1.45%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.22%	25.31K	2.15M	16.87K	+200.12%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.23%	26.54K	2.25M	-1.58K	-5.62%
Mar 31, 2026	VIVALDI CAPITAL MANAGEMENT LP	0.23%	27.11K	2.3M	-433	-1.57%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.24%	27.6K	2.34M	526	+1.94%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.24%	28.04K	2.38M	267	+0.96%
Mar 31, 2026	CREATIVE PLANNING	0.38%	44.43K	3.77M	-3	-0.01%
Mar 31, 2026	DIVERSIFY WEALTH MANAGEMENT, LLC	0.2%	22.51K	1.99M	22.51K	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0.2%	22.62K	1.89M	7.31K	+47.77%
Mar 31, 2026	LRI INVESTMENTS, LLC	0.19%	22.66K	1.92M	0	0
Mar 31, 2026	M&T BANK CORP	0.12%	13.73K	1.16M	0	0
Mar 31, 2026	PCA INVESTMENT ADVISORY SERVICES INC.	0.12%	13.85K	1.17M	15	+0.11%
Mar 31, 2026	FLAGSTAR ADVISORS INC.	0.13%	14.73K	1.25M	-1.34K	-8.35%
Mar 31, 2026	RETIREMENT PLANNING GROUP	0.14%	15.79K	1.34M	-521	-3.19%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.15%	16.12K	1.37M	16.12K	+100.00%
Mar 31, 2026	COURAGE MILLER PARTNERS, LLC	0.16%	18.52K	1.57M	-246	-1.31%
Mar 31, 2026	JAMES J. BURNS & COMPANY, LLC	0.17%	18.92K	1.6M	-158	-0.83%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.19%	20.87K	1.77M	766	+3.81%
Mar 31, 2026		1.31%	152.68K	12.95M	11.14K	+7.87%
Mar 31, 2026	COLONY GROUP, LLC	0.21%	24.45K	2.07M	46	+0.19%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.32%	270.62K	22.95M	-21.2K	-7.27%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.31%	35.68K	3.03M	17.84K	+100.01%
Mar 31, 2026	MILLSTONE EVANS GROUP, LLC	0.33%	38.31K	3.25M	-87	-0.23%
Mar 31, 2026	AIRE ADVISORS, LLC	0.35%	40.49K	3.43M	-56	-0.14%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.37%	43.04K	3.65M	-129	-0.30%
Mar 31, 2026	GHP INVESTMENT ADVISORS, INC.	0.7%	81.32K	6.89M	-1.36K	-1.64%
Mar 31, 2026	BEDEL FINANCIAL CONSULTING, INC.	0.78%	91.32K	7.74M	5.04K	+5.84%
Mar 31, 2026	ROYAL BANK OF CANADA	0.84%	97.44K	8.26M	4.11K	+4.40%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.94%	109.82K	9.31M	13.39K	+13.88%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.98%	230.86K	19.58M	13.47K	+6.19%
Mar 31, 2026	IPSEN ADVISOR GROUP LLC	0.73%	84.93K	7.2M	1.28K	+1.53%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.07%	124.4K	10.55M	27.06K	+27.80%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.74%	202.17K	17.14M	-22.96K	-10.20%
Mar 31, 2026	MATRIX TRUST CO	1.78%	207.32K	17.58M	667	+0.32%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.09%	126.59K	10.73M	8.23K	+6.96%
Mar 31, 2026	MARIETTA WEALTH MANAGEMENT, LLC	1.12%	130.25K	11.04M	2.1K	+1.63%
Mar 31, 2026	UBS GROUP AG	1.68%	195.31K	16.56M	1.84K	+0.95%
Mar 31, 2026	SWISSPARTNERS ADVISORS LTD	1.11%	128.74K	10.85M	1.19K	+0.93%
Mar 31, 2026	STEELE CAPITAL MANAGEMENT, INC.	1.78%	207.32K	17.58M	667	+0.32%
Dec 31, 2025	FLAGSTAR ADVISORS INC.	0.15%	16.07K	1.32M	-183	-1.13%
Dec 31, 2025		1.31%	141.54K	11.65M	141.54K	+100.00%
Dec 31, 2025	CALIBER WEALTH MANAGEMENT, LLC / KS	0.23%	24.78K	2.04M	-368	-1.46%
Dec 31, 2025	JIM SAULNIER & ASSOCIATES, LLC	0.24%	25.3K	2.08M	248	+0.99%
Dec 31, 2025	VIVALDI CAPITAL MANAGEMENT LP	0.25%	27.54K	2.27M	2.88K	+11.66%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.26%	27.07K	2.23M	936	+3.58%
Dec 31, 2025	DDFG, INC	0.44%	46.84K	3.86M	1.77K	+3.92%
Dec 31, 2025	RODGERS & ASSOCIATES, LTD	1.06%	111.46K	9.18M	6.31K	+6.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.11%	118.36K	9.75M	-6.12K	-4.92%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2.04%	217.39K	17.9M	-15.81K	-6.78%
Dec 31, 2025	COMERICA BANK	0.13%	13.53K	1.11M	-60	-0.44%
Dec 31, 2025	MARINER, LLC	0.52%	56.26K	4.63M	-831	-1.46%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	4.15%	448.85K	36.96M	39.75K	+9.72%
Dec 31, 2025	IPSEN ADVISOR GROUP LLC	0.78%	83.66K	6.89M	637	+0.77%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.44%	46.63K	3.84M	34.32K	+278.73%
Dec 31, 2025	COLONY GROUP, LLC	0.23%	24.4K	2.01M	-406	-1.64%
Dec 31, 2025	COURAGE MILLER PARTNERS, LLC	0.18%	18.76K	1.54M	-992	-5.02%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.17%	17.62K	1.49M	1.29K	+7.92%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.17%	17.84K	1.47M	91	+0.51%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.16%	17.34K	94.21K	-862	-4.74%
Dec 31, 2025	RETIREMENT PLANNING GROUP	0.15%	16.31K	1.34M	-322	-1.94%
Dec 31, 2025	DAVENPORT & CO LLC	0.63%	66.04K	5.44M	3.2K	+5.09%
Dec 31, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.77%	81.73K	6.73M	-3.15K	-3.71%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	3.1%	330.85K	27.24M	-8.48K	-2.50%
Dec 31, 2025	LPL FINANCIAL LLC	3.16%	338.79K	27.9M	61.37K	+22.12%
Dec 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	3.39%	358.22K	29.49M	-1.98K	-0.55%
Dec 31, 2025	LRI INVESTMENTS, LLC	0.21%	22.66K	1.87M	0	0
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.26%	28.13K	2.32M	-29.77K	-51.42%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.26%	27.77K	2.29M	179	+0.65%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.15%	16.5K	1.36B	-1.96K	-10.60%
Dec 31, 2025	MILLSTONE EVANS GROUP, LLC	0.36%	38.4K	3.16M	2.2K	+6.06%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.4%	43.17K	3.55M	43.17K	+100.00%
Dec 31, 2025	VANTAGEPOINT INVESTMENT ADVISERS LLC	9.55%	1.01M	83.02M	29.52K	+3.02%
Dec 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.11%	12.37K	1.02M	1	+0.01%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.42%	45.78K	3.77M	405	+0.89%
Dec 31, 2025	LEBENTHAL GLOBAL ADVISORS, LLC	0.58%	60.73K	5M	3.69K	+6.47%
Dec 31, 2025	GHP INVESTMENT ADVISORS, INC.	0.78%	82.68K	6.81M	-480	-0.58%
Dec 31, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.82%	86.29K	7.1M	4.45K	+5.44%
Dec 31, 2025	UBS GROUP AG	1.81%	193.46K	15.93M	5.73K	+3.05%
Dec 31, 2025	STEELE CAPITAL MANAGEMENT, INC.	1.96%	206.65K	17.02M	2.59K	+1.27%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.48%	50.58K	4.16M	163	+0.32%
Dec 31, 2025	SOVRAN ADVISORS, LLC	0.52%	54.72K	4.69M	-2.12K	-3.73%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.9%	96.43K	7.94M	-6.81K	-6.60%
Dec 31, 2025	SWISSPARTNERS ADVISORS LTD	1.21%	127.55K	10.49M	1.79K	+1.42%
Dec 31, 2025	MARIETTA WEALTH MANAGEMENT, LLC	1.21%	128.16K	10.55M	1.46K	+1.15%
Dec 31, 2025	JAMES J. BURNS & COMPANY, LLC	0.18%	19.08K	1.57M	-13	-0.07%
Dec 31, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.19%	20.35K	1.74M	730	+3.72%
Dec 31, 2025	AIRE ADVISORS, LLC	0.38%	40.55K	3.34M	-159	-0.39%
Dec 31, 2025	CREATIVE PLANNING	0.41%	44.43K	3.66M	28.29K	+175.33%
Dec 31, 2025	ROYAL BANK OF CANADA	0.87%	93.33K	7.69M	485	+0.52%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.91%	97.34K	8.01M	49.88K	+105.10%
Dec 31, 2025	MATRIX TRUST CO	1.96%	206.65K	17.02M	2.59K	+1.27%
Dec 31, 2025	MORGAN STANLEY	5.48%	585.52K	48.21M	-47.08K	-7.44%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.19%	20.1K	1.66M	-828	-3.96%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.11%	225.13K	18.54M	-3.05K	-1.34%
Dec 31, 2025	BLACK DIAMOND FINANCIAL, LLC	2.11%	222.63K	18.33M	32.71K	+17.22%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	2.18%	235.92K	19.43M	160.55K	+213.03%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.45%	261.28K	21.51M	42.54K	+19.45%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.73%	291.83K	24.03M	19.6K	+7.20%
Dec 31, 2025	PCA INVESTMENT ADVISORY SERVICES INC.	0.13%	13.84K	1.14M	313	+2.31%
Dec 31, 2025	M&T BANK CORP	0.13%	13.73K	1.13M	0	0
Dec 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.15%	15.31K	1.26M	15.31K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.15%	15.31K	1.26M	2.66K	+21.03%
Sep 30, 2025	LAFLEUR & GODFREY LLC	0.08%	8.78K	705.16K	320	+3.78%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.54%	57.89K	4.65M	15.47K	+36.48%
Sep 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	3.37%	360.2K	28.94M	218	+0.06%
Sep 30, 2025	LEBENTHAL GLOBAL ADVISORS, LLC	0.53%	57.04K	4.58M	1.29K	+2.31%
Sep 30, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.77%	81.84K	6.58M	6.17K	+8.16%
Sep 30, 2025	DAVENPORT & CO LLC	0.59%	62.85K	5.05M	10.32K	+19.65%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	3.83%	409.1K	32.87M	13.19K	+3.33%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.55%	272.23K	21.87M	2.13K	+0.79%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.05%	218.74K	17.58M	5.95K	+2.80%
Sep 30, 2025	STEELE CAPITAL MANAGEMENT, INC.	1.91%	204.07K	16.4M	2.31K	+1.15%
Sep 30, 2025	UBS GROUP AG	1.76%	187.74K	15.08M	84.68K	+82.16%
Sep 30, 2025	MARIETTA WEALTH MANAGEMENT, LLC	1.19%	126.7K	10.18M	45.26K	+55.57%
Sep 30, 2025	SWISSPARTNERS ADVISORS LTD	1.18%	125.76K	10.13M	14.14K	+12.67%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.16%	124.48K	10M	1.46K	+1.19%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.97%	103.24K	8.3M	55.39K	+115.75%
Sep 30, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.79%	84.88K	6.82M	-5.17K	-5.74%
Sep 30, 2025	GHP INVESTMENT ADVISORS, INC.	0.78%	83.16K	6.68M	-225	-0.27%
Sep 30, 2025	MARINER, LLC	0.53%	57.09K	4.59M	-1.24K	-2.13%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.47%	50.42K	4.05M	6.53K	+14.87%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.44%	47.46K	3.81M	-2.86K	-5.69%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.42%	45.37K	3.65M	1.87K	+4.30%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.24%	26.14K	2.1M	396	+1.54%
Sep 30, 2025	CALIBER WEALTH MANAGEMENT, LLC / KS	0.24%	25.15K	2.02M	-395	-1.55%
Sep 30, 2025	JIM SAULNIER & ASSOCIATES, LLC	0.23%	25.05K	2.01M	-1.32K	-5.02%
Sep 30, 2025	COLONY GROUP, LLC	0.23%	24.81K	1.99M	-85	-0.34%
Sep 30, 2025	VIVALDI CAPITAL MANAGEMENT LP	0.23%	24.67K	1.98M	-1.98K	-7.44%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.71%	75.37K	6.07M	8.72K	+13.08%
Sep 30, 2025	AIRE ADVISORS, LLC	0.38%	40.7K	3.27M	8	+0.02%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.2%	20.93K	1.68M	922	+4.61%
Sep 30, 2025	COURAGE MILLER PARTNERS, LLC	0.18%	19.75K	1.59M	-543	-2.68%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.18%	233.21K	18.66M	15.16K	+6.95%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.13%	228.19K	18.33M	8.58K	+3.91%
Sep 30, 2025	RODGERS & ASSOCIATES, LTD	0.98%	105.15K	8.45M	4.24K	+4.20%
Sep 30, 2025	ROYAL BANK OF CANADA	0.87%	92.85K	7.46M	223	+0.24%
Sep 30, 2025	IPSEN ADVISOR GROUP LLC	0.78%	83.02K	6.67M	717	+0.87%
Sep 30, 2025	MILLSTONE EVANS GROUP, LLC	0.34%	36.21K	2.91M	-2.58K	-6.65%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.26%	27.59K	2.22M	143	+0.52%
Sep 30, 2025	BURT WEALTH ADVISORS	0.26%	27.42K	2.2M	-304	-1.10%
Sep 30, 2025	LRI INVESTMENTS, LLC	0.21%	22.66K	1.82M	0	0
Sep 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.18%	19.62K	1.56M	2.85K	+16.96%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.15%	16.33K	1.31M	-331	-1.99%
Sep 30, 2025	FLAGSTAR ADVISORS INC.	0.15%	16.25K	1.31M	-6.87K	-29.70%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.13%	14.25K	1.15M	976	+7.35%
Sep 30, 2025	PCA INVESTMENT ADVISORY SERVICES INC.	0.13%	13.52K	1.09M	-464	-3.32%
Sep 30, 2025	JPMORGAN CHASE & CO	0.12%	12.65K	1.02M	-5.5K	-30.32%
Sep 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.12%	12.37K	993.75K	0	0
Sep 30, 2025	CITIGROUP INC	0.1%	10.32K	829.14K	1.07K	+11.53%
Sep 30, 2025	BRAND ASSET MANAGEMENT GROUP, INC.	0.09%	10.05K	807.76K	10.05K	+100.00%
Sep 30, 2025	MADISON WEALTH PARTNERS, INC	0.08%	8.98K	721.77K	367	+4.26%
Sep 30, 2025	PACIFIC SUN FINANCIAL CORP	0.08%	8.11K	651.64K	-20	-0.25%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.07%	7.06K	567.09K	37	+0.53%
Sep 30, 2025	SAGE FINANCIAL GROUP INC	0.06%	6.39K	513.6K	-388	-5.72%
Sep 30, 2025	TRIVANT CUSTOM PORTFOLIO GROUP, LLC	0.05%	5.79K	464.91K	99	+1.74%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	3.17%	339.33K	27.27M	-50.84K	-13.03%
Sep 30, 2025	LPL FINANCIAL LLC	2.6%	277.43K	22.29M	58.5K	+26.72%
Sep 30, 2025	SOVRAN ADVISORS, LLC	0.53%	56.84K	4.51M	32.81K	+136.58%
Sep 30, 2025	DDFG, INC	0.42%	45.07K	3.62M	13.15K	+41.22%
Sep 30, 2025	JAMES J. BURNS & COMPANY, LLC	0.18%	19.09K	1.53M	-1.42K	-6.91%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.17%	18.46K	1.48M	18.46K	+100.00%
Sep 30, 2025	MATRIX TRUST CO	1.91%	204.07K	16.4M	2.31K	+1.15%
Sep 30, 2025	BLACK DIAMOND FINANCIAL, LLC	1.78%	189.92K	15.26M	79.15K	+71.46%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.17%	18.2K	1.46M	-102	-0.56%
Sep 30, 2025	VANTAGEPOINT INVESTMENT ADVISERS LLC	9.16%	978.8K	78.65M	978.8K	+100.00%
Sep 30, 2025	MORGAN STANLEY	5.92%	632.6K	50.83M	-47.21K	-6.94%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.17%	17.75K	1.43M	513	+2.98%
Sep 30, 2025	RETIREMENT PLANNING GROUP	0.16%	16.63K	1.34M	-147	-0.88%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.47%	43.5K	3.31M	396	+0.92%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.48%	43.89K	3.34M	37.19K	+554.78%
Jun 30, 2025	DAVENPORT & CO LLC	0.57%	52.52K	3.99M	23.11K	+78.58%
Jun 30, 2025	SOVRAN ADVISORS, LLC	0.26%	24.02K	1.86M	24.02K	+100.00%
Jun 30, 2025	CALIBER WEALTH MANAGEMENT, LLC / KS	0.28%	25.54K	1.94M	-61	-0.24%
Jun 30, 2025	JIM SAULNIER & ASSOCIATES, LLC	0.29%	26.38K	2M	-1.65K	-5.88%
Jun 30, 2025	MILLSTONE EVANS GROUP, LLC	0.42%	38.78K	2.95M	-1.23K	-3.07%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.28%	25.41K	1.93M	-1.68K	-6.20%
Jun 30, 2025	LEBENTHAL GLOBAL ADVISORS, LLC	0.61%	55.75K	4.24M	366	+0.66%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.67%	60.96K	4.63M	2.77K	+4.77%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.32%	212.79K	16.17M	45.58K	+27.26%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	4.32%	395.91K	30.08M	60.97K	+18.20%
Jun 30, 2025	MORGAN STANLEY	7.42%	679.81K	51.65M	-37.46K	-5.22%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	4.26%	390.17K	29.64M	-6.54K	-1.65%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.73%	66.65K	5.07M	1.27K	+1.94%
Jun 30, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.83%	75.67K	5.75M	862	+1.15%
Jun 30, 2025	MARIETTA WEALTH MANAGEMENT, LLC	0.89%	81.44K	6.19M	4.69K	+6.12%
Jun 30, 2025	IPSEN ADVISOR GROUP LLC	0.9%	82.3K	6.25M	2.21K	+2.75%
Jun 30, 2025	COURAGE MILLER PARTNERS, LLC	0.22%	20.3K	1.54M	-279	-1.36%
Jun 30, 2025	JAMES J. BURNS & COMPANY, LLC	0.22%	20.51K	1.56M	14.39K	+235.19%
Jun 30, 2025	LRI INVESTMENTS, LLC	0.25%	22.66K	1.72M	0	0
Jun 30, 2025		0.26%	24.02K	1.86M	24.02K	+100.00%
Jun 30, 2025	FLAGSTAR ADVISORS INC.	0.25%	23.12K	1.76M	-4.28K	-15.61%
Jun 30, 2025	VIVALDI CAPITAL MANAGEMENT LP	0.29%	26.65K	2.02M	4.06K	+18.00%
Jun 30, 2025	ROYAL BANK OF CANADA	1.01%	92.62K	7.04M	55.12K	+146.97%
Jun 30, 2025	UBS GROUP AG	1.13%	103.06K	7.83M	712	+0.70%
Jun 30, 2025	SWISSPARTNERS ADVISORS LTD	1.22%	111.62K	8.47M	3.51K	+3.25%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.34%	123.02K	9.35M	94.75K	+335.19%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.22%	20.01K	1.52M	19.43K	+3,337.63%
Jun 30, 2025	COLONY GROUP, LLC	0.27%	24.89K	1.89M	-6.03K	-19.50%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.3%	27.45K	2.09M	3.02K	+12.34%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.28%	25.74K	1.96M	25.74K	+100.00%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.46%	42.42K	3.22M	8.62K	+25.51%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.47%	43.17K	3.28M	0	0
Jun 30, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.98%	90.05K	6.84M	90.05K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.38%	218.05K	16.57M	10.32K	+4.97%
Jun 30, 2025	LPL FINANCIAL LLC	2.39%	218.92K	16.63M	48.84K	+28.72%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.95%	270.11K	20.52M	67.12K	+33.06%
Jun 30, 2025	BURT WEALTH ADVISORS	0.3%	27.72K	2.11M	13.24K	+91.45%
Jun 30, 2025	DDFG, INC	0.35%	31.92K	2.42M	1.88K	+6.26%
Jun 30, 2025	AIRE ADVISORS, LLC	0.44%	40.7K	3.09M	3.43K	+9.20%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.52%	47.85K	3.64M	25.7K	+115.99%
Jun 30, 2025	MARINER, LLC	0.64%	58.33K	4.43M	2.58K	+4.63%
Jun 30, 2025	GHP INVESTMENT ADVISORS, INC.	0.91%	83.38K	6.34M	-92	-0.11%
Jun 30, 2025	RODGERS & ASSOCIATES, LTD	1.1%	100.91K	7.67M	6.73K	+7.15%
Jun 30, 2025	MATRIX TRUST CO	2.2%	201.75K	15.33M	3.24K	+1.63%
Jun 30, 2025	STEELE CAPITAL MANAGEMENT, INC.	2.2%	201.75K	15.33M	3.24K	+1.63%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.4%	219.6K	16.69M	13.65K	+6.63%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.55%	50.32K	3.82M	-859	-1.68%
Jun 30, 2025	BLACK DIAMOND FINANCIAL, LLC	1.21%	110.77K	8.42M	-15.34K	-12.17%
Jun 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	3.93%	359.98K	27.35M	19.45K	+5.71%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.69%	58.18K	4.32M	-702	-1.19%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.42%	202.99K	15.06M	5.14K	+2.60%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.4%	33.8K	2.51M	-769	-2.22%
Mar 31, 2025	MARINER, LLC	0.66%	55.75K	4.14M	-2.34K	-4.02%
Mar 31, 2025	AIRE ADVISORS, LLC	0.44%	37.27K	2.76M	150	+0.40%
Mar 31, 2025	ROYAL BANK OF CANADA	0.45%	37.5K	2.78M	1.17K	+3.21%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.51%	43.11K	3.2M	175	+0.41%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	0.51%	43.17K	3.2M	-696	-1.59%
Mar 31, 2025	IPSEN ADVISOR GROUP LLC	0.96%	80.1K	5.94M	1.5K	+1.91%
Mar 31, 2025	GHP INVESTMENT ADVISORS, INC.	1%	83.47K	6.19M	-1.21K	-1.43%
Mar 31, 2025	UBS GROUP AG	1.22%	102.35K	7.59M	315	+0.31%
Mar 31, 2025	SWISSPARTNERS ADVISORS LTD	1.29%	108.11K	7.09M	3.62K	+3.46%
Mar 31, 2025	BLACK DIAMOND FINANCIAL, LLC	1.5%	126.11K	9.36M	12.72K	+11.22%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.99%	167.21K	12.41M	531	+0.32%
Mar 31, 2025	COURAGE MILLER PARTNERS, LLC	0.25%	20.58K	1.53M	-297	-1.42%
Mar 31, 2025	M&T BANK CORP	0.17%	14.26K	1.06M	0	0
Mar 31, 2025	BURT WEALTH ADVISORS	0.17%	14.48K	1.07M	-456	-3.05%
Mar 31, 2025	LRI INVESTMENTS, LLC	0.27%	22.66K	1.68M	0	0
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	0.29%	24.44K	1.81M	-1.91K	-7.26%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.61%	51.18K	3.8M	4.34K	+9.26%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.41%	34.74K	2.58M	21.43K	+161.00%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	4.73%	396.7K	29.43M	-56.5K	-12.47%
Mar 31, 2025	MORGAN STANLEY	8.55%	717.27K	53.21M	-88.84K	-11.02%
Mar 31, 2025	MARIETTA WEALTH MANAGEMENT, LLC	0.92%	76.75K	5.69M	2.84K	+3.84%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.32%	27.09K	2.01M	-3.38K	-11.11%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	17.9K	1.33M	-2.07K	-10.36%
Mar 31, 2025	FLAGSTAR ADVISORS INC.	0.33%	27.39K	2.03M	-996	-3.51%
Mar 31, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.89%	74.8K	5.39M	2.71K	+3.76%
Mar 31, 2025	RODGERS & ASSOCIATES, LTD	1.12%	94.18K	6.99M	8.74K	+10.23%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.46%	205.96K	15.28M	14.01K	+7.30%
Mar 31, 2025	DDFG, INC	0.36%	30.03K	2.23M	23.01K	+327.29%
Mar 31, 2025	COLONY GROUP, LLC	0.37%	30.92K	2.29M	-274.75K	-89.88%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.78%	65.38K	4.86M	2.63K	+4.18%
Mar 31, 2025		0.31%	25.6K	1.9M	25.6K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.34%	28.27K	2.1M	-1.93K	-6.38%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.26%	22.16K	1.64M	409	+1.88%
Mar 31, 2025	VIVALDI CAPITAL MANAGEMENT LP	0.27%	22.58K	1.68M	217	+0.97%
Mar 31, 2025	LPL FINANCIAL LLC	2.03%	170.08K	12.62M	12.32K	+7.81%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	3.99%	334.94K	24.85M	36.2K	+12.12%
Mar 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	4.06%	340.53K	25.26M	-2.84K	-0.83%
Mar 31, 2025	STEELE CAPITAL MANAGEMENT, INC.	2.37%	198.52K	14.73M	290	+0.15%
Mar 31, 2025	MATRIX TRUST CO	2.37%	198.52K	14.73M	290	+0.15%
Mar 31, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.18%	15.24K	1.09M	1.06K	+7.49%
Mar 31, 2025	RETIREMENT PLANNING GROUP	0.21%	17.97K	1.33M	-1.14K	-5.96%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.23%	19.05K	1.41M	-3.14K	-14.13%
Mar 31, 2025	DAVENPORT & CO LLC	0.35%	29.41K	2.18M	2.96K	+11.20%
Mar 31, 2025	LEBENTHAL GLOBAL ADVISORS, LLC	0.66%	55.38K	4.11M	2.75K	+5.23%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2.48%	207.73K	15.41M	45.07K	+27.71%
Mar 31, 2024	MORGAN STANLEY	8.68%	797.51K	57.86M	-12.18K	-1.50%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	2.61%	239.41K	17.37M	184.28K	+334.26%
Mar 31, 2024	MATRIX TRUST CO	2.67%	221.81K	16.09M	-3.56K	-1.58%
Mar 31, 2024	STEELE CAPITAL MANAGEMENT, INC.	2.69%	222.81K	16.16M	-4.11K	-1.81%
Mar 31, 2024	ORGEL WEALTH MANAGEMENT, LLC	4.25%	352.36K	25.56M	-6K	-1.67%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	6.4%	531.33K	38.55M	-65.15K	-10.92%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.67%	61.22K	4.44M	-9.16K	-13.01%
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0.06%	5.67K	411.72K	-130	-2.24%
Mar 31, 2024	CITIGROUP INC	0.07%	6.18K	448.36K	-175	-2.75%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.07%	6.29K	456K	-1.3K	-17.14%
Mar 31, 2024	CWM, LLC	0.07%	6.34K	460K	-718	-10.17%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	6.91K	502K	921	+15.37%
Mar 31, 2024	ALTFEST L J & CO INC	0.08%	7.33K	532K	2.97K	+68.16%
Mar 31, 2024	SAGE FINANCIAL GROUP INC	0.08%	7.71K	559.43K	5	+0.06%
Mar 31, 2024	JACKSON CREEK INVESTMENT ADVISORS LLC	0.09%	7.83K	568K	169	+2.21%
Mar 31, 2024	MADISON WEALTH PARTNERS, INC	0.09%	8.28K	600.71K	-88	-1.05%
Mar 31, 2024	PACIFIC SUN FINANCIAL CORP	0.09%	8.73K	633K	0	0
Mar 31, 2024	DAVENPORT & CO LLC	0.1%	8.84K	641.09K	3	+0.03%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.12%	9.79K	709.9K	-395	-3.88%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.14%	13.14K	954.46K	-9.45K	-41.83%
Mar 31, 2024	COMERICA BANK	0.15%	13.39K	971.31K	-36	-0.27%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.15%	12.55K	910.23K	-1.3K	-9.38%
Mar 31, 2024	LEVEL FOUR ADVISORY SERVICES, LLC	0.15%	12.58K	852.05K	0	0
Mar 31, 2024	M&T BANK CORP	0.17%	14.26K	1.03M	0	0
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.17%	14.42K	1.05M	0	0
Mar 31, 2024	BURT WEALTH ADVISORS	0.19%	15.61K	1.13M	270	+1.76%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	20.28K	1.47M	5.8K	+40.05%
Mar 31, 2024	COURAGE MILLER PARTNERS, LLC	0.25%	21.03K	1.53M	-57	-0.27%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.26%	21.22K	1.54M	12.72K	+149.66%
Mar 31, 2024	VIVALDI CAPITAL MANAGEMENT LP	0.26%	21.97K	1.58M	879	+4.17%
Mar 31, 2024	DIVERSIFY ADVISORY SERVICES, LLC	0.27%	22.26K	1.6M	22.26K	+100.00%
Mar 31, 2024	LRI INVESTMENTS, LLC	0.27%	22.79K	1.65M	22.79K	+100.00%
Mar 31, 2024	RETIREMENT PLANNING GROUP	0.3%	24.83K	1.8M	-614	-2.41%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.33%	30.43K	2.21M	-3.84K	-11.21%
Mar 31, 2024	MERIT FINANCIAL GROUP, LLC	0.34%	28.46K	2M	-1.62K	-5.39%
Mar 31, 2024	FLAGSTAR ADVISORS INC.	0.37%	31.03K	2.25M	-1.18K	-3.68%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.38%	31.56K	2.29M	-6.58K	-17.25%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.41%	37.36K	2.71M	1.25K	+3.45%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.41%	34.05K	2.47M	-4.93K	-12.64%
Mar 31, 2024	AIRE ADVISORS, LLC	0.47%	38.78K	2.81M	404	+1.05%
Mar 31, 2024	ROYAL BANK OF CANADA	0.49%	45.49K	3.3M	6.46K	+16.54%
Mar 31, 2024	CITADEL ADVISORS LLC	0.52%	48.16K	3.49M	48.16K	+100.00%
Mar 31, 2024	MARINER, LLC	0.68%	56.3K	4.08M	5.77K	+11.41%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.72%	60.01K	4.35M	-33.93K	-36.12%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.74%	61.04K	4.43M	2.33K	+3.96%
Mar 31, 2024	MARIETTA WEALTH MANAGEMENT, LLC	0.74%	61.29K	4.45M	346	+0.57%
Mar 31, 2024	BEDEL FINANCIAL CONSULTING, INC.	0.74%	61.36K	4.45M	1.71K	+2.87%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.85%	70.89K	5.14M	-59.09K	-45.46%
Mar 31, 2024	BLACK DIAMOND FINANCIAL, LLC	0.91%	75.25K	5.1M	0	0
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.98%	90.17K	6.54M	-2.43K	-2.62%
Mar 31, 2024	RODGERS & ASSOCIATES, LTD	0.99%	81.75K	5.93M	-1.44K	-1.73%
Mar 31, 2024	GHP INVESTMENT ADVISORS, INC.	1.03%	85.6K	6.21M	-1.07K	-1.24%
Mar 31, 2024	UBS GROUP AG	1.11%	101.97K	7.4M	-5.56K	-5.17%
Mar 31, 2024	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	1.13%	94.02K	6.82M	2.37K	+2.58%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.42%	130.49K	9.47M	36.21K	+38.40%
Mar 31, 2024	LPL FINANCIAL LLC	1.9%	174.96K	12.69M	-45.36K	-20.59%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.01%	184.95K	13.42M	-8.85K	-4.57%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	2.5%	207.01K	15.02M	207.01K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.44%	316.06K	22.93M	56.3K	+21.67%
Mar 31, 2024	PCA INVESTMENT ADVISORY SERVICES INC.	0.21%	17.12K	1.24M	3.16K	+22.65%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.23%	21.15K	1.53M	21.15K	+100.00%
Mar 31, 2024		0.27%	22.79K	1.65M	22.79K	+100.00%
Dec 31, 2023	COURAGE MILLER PARTNERS, LLC	0.25%	21.09K	1.43M	-1.14K	-5.13%
Dec 31, 2023	BURT WEALTH ADVISORS	0.18%	15.34K	1.04M	-6.49K	-29.73%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.12%	10.18K	689.39K	-1.1K	-9.74%
Dec 31, 2023	DAVENPORT & CO LLC	0.1%	8.83K	598.26K	-75	-0.84%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.69%	58.72K	3.98M	3.78K	+6.89%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.17%	14.42K	976.18K	14.42K	+100.00%
Dec 31, 2023	M&T BANK CORP	0.17%	14.26K	965.69K	0	0
Dec 31, 2023	PCA INVESTMENT ADVISORY SERVICES INC.	0.16%	13.96K	945.35K	-13.08K	-48.38%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.16%	13.84K	937.51K	427	+3.18%
Dec 31, 2023		0.16%	13.73K	930K	13.73K	+100.00%
Dec 31, 2023	COMERICA BANK	0.16%	13.42K	909.05K	-292	-2.13%
Dec 31, 2023	LEVEL FOUR ADVISORY SERVICES, LLC	0.15%	12.58K	852.05K	0	0
Dec 31, 2023	PACIFIC SUN FINANCIAL CORP	0.1%	8.73K	590.86K	0	0
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.1%	8.5K	575.47K	363	+4.46%
Dec 31, 2023	MORGAN STANLEY	9.51%	809.69K	54.83M	28.9K	+3.70%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	7.01%	596.47K	40.39M	42.68K	+7.71%
Dec 31, 2023	ORGEL WEALTH MANAGEMENT, LLC	4.21%	358.36K	24.27M	32.41K	+9.94%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.05%	259.76K	17.59M	6.3K	+2.48%
Dec 31, 2023	MATRIX TRUST CO	2.65%	225.37K	15.26M	1.25K	+0.56%
Dec 31, 2023	LPL FINANCIAL LLC	2.59%	220.32K	14.92M	109.51K	+98.83%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.28%	193.8K	13.12M	-15.05K	-7.20%
Dec 31, 2023	ARLINGTON FINANCIAL ADVISORS, LLC	2.2%	187.1K	12.67M	187.1K	+100.00%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	1.53%	129.98K	8.8M	41.7K	+47.24%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	1.1%	93.93K	6.36M	3.89K	+4.31%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.11%	94.28K	6.38M	-20.67K	-17.98%
Dec 31, 2023	UBS GROUP AG	1.26%	107.53K	7.28M	39	+0.04%
Dec 31, 2023	BEDEL FINANCIAL CONSULTING, INC.	0.7%	59.65K	4.04M	291	+0.49%
Dec 31, 2023	MARIETTA WEALTH MANAGEMENT, LLC	0.72%	60.95K	4.13M	1.74K	+2.93%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.83%	70.38K	4.77M	8.23K	+13.24%
Dec 31, 2023	BLACK DIAMOND FINANCIAL, LLC	0.88%	75.25K	5.1M	3.1K	+4.29%
Dec 31, 2023	RODGERS & ASSOCIATES, LTD	0.98%	83.19K	5.63M	5.75K	+7.43%
Dec 31, 2023	GHP INVESTMENT ADVISORS, INC.	1.02%	86.67K	5.87M	-646	-0.74%
Dec 31, 2023	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	1.08%	91.66K	6.21M	-1.28K	-1.38%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.65%	55.13K	3.73M	5.03K	+10.03%
Dec 31, 2023	MARINER, LLC	0.59%	50.53K	3.42M	-1.25K	-2.41%
Dec 31, 2023	ROYAL BANK OF CANADA	0.46%	39.03K	2.64M	12.27K	+45.84%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.46%	38.98K	2.64M	-265	-0.68%
Dec 31, 2023	AIRE ADVISORS, LLC	0.45%	38.38K	2.6M	9.78K	+34.22%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.45%	38.14K	2.58M	2.59K	+7.29%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.42%	36.11K	2.45M	459	+1.29%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.4%	34.27K	2.32M	591	+1.75%
Dec 31, 2023	FLAGSTAR ADVISORS INC.	0.38%	32.22K	2.18M	-3.69K	-10.28%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.09%	92.6K	6.27M	23.98K	+34.96%
Dec 31, 2023	MERIT FINANCIAL GROUP, LLC	0.35%	30.09K	2.04M	10.34K	+52.34%
Dec 31, 2023	RETIREMENT PLANNING GROUP	0.3%	25.44K	1.72M	-2.74K	-9.71%
Dec 31, 2023	M HOLDINGS SECURITIES, INC.	0.27%	23.22K	1.57M	0	0
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.27%	22.58K	1.53M	823	+3.78%
Dec 31, 2023	DFPG INVESTMENTS, LLC	0.26%	22.52K	1.51M	490	+2.22%
Dec 31, 2023	VIVALDI CAPITAL MANAGEMENT LP	0.25%	21.09K	1.4M	-36	-0.17%

Frequently Asked Questions