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

Who are the major shareholders selling iShares Russell Top 200 Value ETF stock?

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, in the last quarter, reduced its stake in IWX by -3.73% restricting it's holding to 9.86 million shares of worth nearly $1.04B. VERIDAN WEALTH LLC also lessened -4.51% of the IWX shares from its portfolio, reducing its holding to 64.26 thousand shares of worth $6.76M. BRYN MAWR CAPITAL MANAGEMENT, LLC also shunned IWX shares holding by -2.34% last quarter which brought its holding to 236.78 thousand shares worth $24.90M.

Investors who are buying IWX stock?

As per its latest 13F filing, KEY CAPITAL MANAGEMENT, INC increased its stake in IWX by 39.59% in the last quarter. The institutional holder raised its holding to 128.77 thousand shares having worth more than $13.54M. GTS FINANCIAL, LLC also added 8.29% more shares of IWX to its portfolio, raising its holding to 75.27 thousand shares of worth $6.34M. LEGACY ADVISORY SERVICES, LLC also increased its IWX shares holding by 1.05% which brought its holding to 63.55 thousand shares worth $6.68M.

IWX's major insiders: who are they?

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

Did an insider recently sell IWX stock?

Company executives, directors, and other insiders own N/A percent of iShares Russell Top 200 Value ETF's stock. Within the last six months, there have been 0 transaction(s) in which IWX insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased IWX stock?

There have been 0 transaction(s) during the past 6-months in which iShares Russell Top 200 Value ETF insiders have bought stock, totalling 0 shares

How much of IWX does insiders own?

Around 0 iShares Russell Top 200 Value ETF shares are held by insiders, which represents about N/A of IWX stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IWX?

KEY CAPITAL MANAGEMENT, INC is the largest institutional owner in IWX which holds 128.77 thousand shares worth $13.54M or 0.4% of the total IWX shares outstanding followed by GTS FINANCIAL, LLC with ownership of 75.27 thousand shares representing 0.24% of the IWX ownership. TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC is the third largest stakeholder with 9.86 million shares or 30.84% of the ownership worth more than $1.04B.

Is iShares Russell Top 200 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 IWX is concerned, it is a stock which is optionable.

Is there a short position on IWX's shares?

Number of IWX 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 IWX shares are there?

As of today, null shares of IWX are outstanding.

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

IWX 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 IWX is null.

iShares Russell Top 200 Value ETF (IWX) 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. KEY CAPITAL MANAGEMENT, INC is the top corporate investor, holding 128.77K shares valued at $13.54M. A 0.4% stake in iShares Russell Top 200 Value ETF is owned by the company. GTS FINANCIAL, LLC owns 75.27K shares valued at $6.34M, which translates its holding of 0.24% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	KEY CAPITAL MANAGEMENT, INC	0.4%	128.77K	13.54M	36.52K	+39.59%
Jun 30, 2026	GTS FINANCIAL, LLC	0.24%	75.27K	6.34M	5.77K	+8.29%
Jun 30, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	30.84%	9.86M	1.04B	-381.8K	-3.73%
Jun 30, 2026	VERIDAN WEALTH LLC	0.2%	64.26K	6.76M	-3.04K	-4.51%
Jun 30, 2026	LEGACY ADVISORY SERVICES, LLC	0.2%	63.55K	6.68M	662	+1.05%
Jun 30, 2026	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.74%	236.78K	24.9M	-5.68K	-2.34%
Jun 30, 2026	BRYN MAWR TRUST CO	1.54%	492.33K	51.77M	-12.32K	-2.44%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.27%	84.98K	8.94M	-15.75K	-15.64%
Jun 30, 2026	MONTGOMERY FINANCIAL SERVICES LLC	0.41%	132.08K	13.89M	132.08K	+100.00%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.68%	217.19K	22.84M	-65.28K	-23.11%
Jun 30, 2026	COMPTON WEALTH ADVISORY GROUP, LLC	0.75%	239.22K	25.35M	-6.08K	-2.48%
Jun 30, 2026	JPMORGAN CHASE & CO	0.9%	287.86K	30.31M	1.17K	+0.41%
Jun 30, 2026	KINGDOM FINANCIAL GROUP LLC.	1.02%	324.85K	34.16M	33.29K	+11.42%
Jun 30, 2026	FIRST CITIZENS ASSET MANAGEMENT, INC.	1.72%	550.64K	57.91M	36.91K	+7.19%
Jun 30, 2026	CLARK CAPITAL MANAGEMENT GROUP, INC.	1.77%	565.03K	59.42M	-108.47K	-16.11%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	15.35%	4.91M	516.05M	-1.39M	-22.05%
Jun 30, 2026	FIRST CITIZENS BANK & TRUST CO	14.12%	4.51M	474.7M	-1.41M	-23.85%
Jun 30, 2026	UBS GROUP AG	1.18%	376.11K	39.55M	23.01K	+6.52%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.65%	207.13K	21.78M	-32.19K	-13.45%
Jun 30, 2026	LIDO ADVISORS, LLC	2.85%	911.73K	95.88M	-54.85K	-5.67%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	3.68%	1.18M	123.67M	72.9K	+6.61%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	5.68%	1.82M	190.95M	-857.94K	-32.09%
Jun 30, 2026	MORGAN STANLEY	0.63%	200.11K	21.04M	4.77K	+2.44%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.42%	135.55K	14.25M	208	+0.15%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.55%	174.26K	18.33M	-9.98K	-5.42%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.57%	181.61K	19.1M	-963	-0.53%
Jun 30, 2026	JSF FINANCIAL, LLC	0.75%	239.47K	25.18M	-40.33K	-14.41%
Jun 30, 2026	LIFEWEALTH INVESTMENTS, LLC	0.78%	249.97K	26.29M	21.41K	+9.37%
Jun 30, 2026	HOWARD BAILEY SECURITIES, LLC	0.63%	201.46K	21.19M	10.77K	+5.65%
Jun 30, 2026	GLOBALT INVESTMENTS LLC / GA	0.19%	62.61K	6.58M	-1.01K	-1.59%
Jun 30, 2026	MARINER, LLC	0.19%	62.1K	6.53M	20.36K	+48.79%
Jun 30, 2026	FUNDAMENTUM, LLC	0.18%	57.64K	6.06M	57.64K	+100.00%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.17%	55.95K	5.88M	3.4K	+6.47%
Jun 30, 2026	CSENGE ADVISORY GROUP	0.16%	52.9K	5.56M	-225	-0.42%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.16%	51.68K	5.43M	-2.75K	-5.05%
Jun 30, 2026	FIRST AMERICAN TRUST, FSB	0.16%	51.12K	5.38M	-7.43K	-12.69%
Jun 30, 2026	HARBOR INVESTMENT ADVISORY, LLC	0.16%	50.41K	5.3M	76	+0.15%
Jun 30, 2026	ONE CAPITAL MANAGEMENT, LLC	0.42%	133.89K	12.41M	0	0
Jun 30, 2026	RICHARD P SLAUGHTER ASSOCIATES INC	1.61%	513.31K	53.98M	24.77K	+5.07%
Jun 30, 2026	SIMPLICITY WEALTH,LLC	0.36%	116.63K	12.27M	8.3K	+7.66%
Jun 30, 2026	ROYAL BANK OF CANADA	0.33%	105.8K	11.13M	-13.68K	-11.45%
Jun 30, 2026	HORST & GRABEN WEALTH MANAGEMENT LLC	0.42%	133.89K	14.19M	2.71K	+2.06%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.41%	131.19K	13.8M	-52K	-28.39%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.3%	414.03K	44.43M	30.18K	+7.86%
Jun 30, 2026	TIAA TRUST, NATIONAL ASSOCIATION	1.24%	394.91K	41.53M	-13.68K	-3.35%
Jun 30, 2026	STERLING CAPITAL MANAGEMENT LLC	0.99%	316.22K	33.25M	79.69K	+33.69%
Jun 30, 2026	RTD FINANCIAL ADVISORS, INC.	0.88%	279.88K	29.43M	9.89K	+3.66%
Jun 30, 2026		0.23%	75.27K	6.34M	5.77K	+8.29%
Jun 30, 2026	PROFICIO CAPITAL PARTNERS LLC	2.17%	692.86K	72.86M	692.86K	+100.00%
Jun 30, 2026	LPL FINANCIAL LLC	1.51%	483.32K	50.83M	-95.79K	-16.54%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.83%	266.78K	28.05M	24.69K	+10.20%
Jun 30, 2026	SVB WEALTH LLC	1.5%	477.99K	50.27M	18.05K	+3.92%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.55%	176.52K	18.56M	-22.76K	-11.42%
Jun 30, 2026	WAVERLY ADVISORS, LLC	0.68%	216.82K	22.8M	6.78K	+3.23%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.56%	179.28K	18.85M	-3.24K	-1.77%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	0.46%	148.16K	15.58M	1.89K	+1.29%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	88.86K	9.35M	2.46K	+2.84%
Jun 30, 2026	WALL CAPITAL GROUP, INC.	0.24%	78.09K	8.21M	78.09K	+100.00%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.51%	164.39K	17.29M	512	+0.31%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.44%	142.14K	14.95M	-4.8K	-3.27%
Mar 31, 2026	SIMPLICITY WEALTH,LLC	0.33%	108.33K	10.04M	9.93K	+10.09%
Mar 31, 2026	ROYAL BANK OF CANADA	0.36%	119.48K	11.07M	9.35K	+8.49%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.31%	100.73K	9.33M	-13.17K	-11.56%
Mar 31, 2026		0.21%	69.51K	5.71M	69.51K	+100.00%
Mar 31, 2026	VERIDAN WEALTH LLC	0.2%	67.3K	6.24M	439	+0.66%
Mar 31, 2026	GLOBALT INVESTMENTS LLC / GA	0.18%	63.62K	5.9M	-1.54K	-2.36%
Mar 31, 2026	CLARK CAPITAL MANAGEMENT GROUP, INC.	2.04%	673.5K	62.41M	-48.55K	-6.72%
Mar 31, 2026	LPL FINANCIAL LLC	1.76%	579.11K	53.67M	-61.73K	-9.63%
Mar 31, 2026	FIRST CITIZENS ASSET MANAGEMENT, INC.	1.56%	513.73K	47.61M	26.25K	+5.38%
Mar 31, 2026	LEGACY ADVISORY SERVICES, LLC	0.18%	62.89K	5.83M	-4.93K	-7.27%
Mar 31, 2026	FIRST AMERICAN TRUST, FSB	0.17%	58.54K	5.43M	33.74K	+136.05%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.15%	54.43K	5.04M	4.19K	+8.34%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.33%	107.73K	9.98M	-24.71K	-18.66%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.09%	383.85K	35.59M	-50.72K	-11.67%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.11%	37.14K	3.44M	-937	-2.46%
Mar 31, 2026	SIGFIG WEALTH MANAGEMENT, LLC	0.12%	40.78K	3.78M	-10.58K	-20.59%
Mar 31, 2026	OPPENHEIMER & CO INC	0.12%	41.73K	3.87M	282	+0.68%
Mar 31, 2026	MARINER, LLC	0.12%	41.73K	3.87M	-8.45K	-16.84%
Mar 31, 2026	ATOMI FINANCIAL GROUP, INC.	0.13%	47.02K	4.36M	38.73K	+466.96%
Mar 31, 2026	HARBOR INVESTMENT ADVISORY, LLC	0.14%	50.34K	4.66M	53	+0.11%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	53.01K	4.91M	-5.06K	-8.71%
Mar 31, 2026	CSENGE ADVISORY GROUP	0.15%	53.13K	4.92M	-4.13K	-7.21%
Mar 31, 2026	LIDO ADVISORS, LLC	2.93%	966.58K	89.57M	-7.09K	-0.73%
Mar 31, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	31.09%	10.24M	949.02M	10.24M	+100.00%
Mar 31, 2026	MORGAN STANLEY	0.59%	195.34K	18.1M	-56.86K	-22.55%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.56%	183.19K	16.98M	-37.56K	-17.01%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.55%	182.57K	16.92M	735	+0.40%
Mar 31, 2026	HOWARD BAILEY SECURITIES, LLC	0.58%	190.68K	17.67M	-561	-0.29%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.6%	199.29K	18.47M	63.29K	+46.53%
Mar 31, 2026	WAVERLY ADVISORS, LLC	0.64%	210.04K	19.46M	4.25K	+2.06%
Mar 31, 2026	LIFEWEALTH INVESTMENTS, LLC	0.69%	228.56K	21.18M	34.79K	+17.95%
Mar 31, 2026	STERLING CAPITAL MANAGEMENT LLC	0.72%	236.53K	21.92M	42.29K	+21.77%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.73%	239.31K	22.18M	-23.71K	-9.01%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.73%	242.09K	22.43M	4.68K	+1.97%
Mar 31, 2026	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.74%	242.46K	22.47M	-15.38K	-5.96%
Mar 31, 2026	COMPTON WEALTH ADVISORY GROUP, LLC	0.74%	245.3K	22.85M	-4.76K	-1.90%
Mar 31, 2026	RTD FINANCIAL ADVISORS, INC.	0.82%	269.99K	25.02M	27.63K	+11.40%
Mar 31, 2026	JSF FINANCIAL, LLC	0.85%	279.8K	25.93M	5.46K	+1.99%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.86%	282.47K	26.18M	-79.49K	-21.96%
Mar 31, 2026	JPMORGAN CHASE & CO	0.87%	286.69K	26.05M	25.41K	+9.72%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	86.4K	8.01M	2.27K	+2.69%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	0.44%	146.27K	13.55M	4.34K	+3.05%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.56%	184.24K	17.07M	-3.21K	-1.71%
Mar 31, 2026	UBS GROUP AG	1.07%	353.1K	32.72M	11.98K	+3.51%
Mar 31, 2026	HORST & GRABEN WEALTH MANAGEMENT LLC	0.4%	131.18K	12.92M	-1.73K	-1.30%
Mar 31, 2026	ONE CAPITAL MANAGEMENT, LLC	0.41%	133.89K	12.41M	54.32K	+68.26%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.41%	135.34K	12.54M	2.68K	+2.02%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.45%	146.94K	13.62M	-32.85K	-18.27%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.47%	155.58K	14.42M	-8.89K	-5.41%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.5%	163.87K	15.19M	14.97K	+10.06%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.55%	182.52K	16.91M	149.39K	+451.03%
Mar 31, 2026	RICHARD P SLAUGHTER ASSOCIATES INC	1.48%	488.55K	45.27M	77.07K	+18.73%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	3.35%	1.1M	102.23M	22K	+2.04%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	8.12%	2.67M	247.78M	-410.03K	-13.30%
Mar 31, 2026	FIRST CITIZENS BANK & TRUST CO	17.99%	5.93M	549.35M	-55.5K	-0.93%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	19.11%	6.3M	583.41M	-36.7K	-0.58%
Mar 31, 2026	BRYN MAWR TRUST CO	1.53%	504.65K	46.77M	-1.25K	-0.25%
Mar 31, 2026	SVB WEALTH LLC	1.4%	459.95K	42.62M	-48.46K	-9.53%
Mar 31, 2026	TIAA TRUST, NATIONAL ASSOCIATION	1.24%	408.59K	37.86M	-11.94M	-96.69%
Mar 31, 2026	LLOYD ADVISORY SERVICES, LLC.	0.89%	291.56K	27.02M	282.96K	+3,292.54%
Mar 31, 2026	KINGDOM FINANCIAL GROUP LLC.	0.89%	291.56K	27.02M	17.81K	+6.51%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.57%	220.75K	20.28M	220.66K	+229,850.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.68%	263.02K	24.16M	210.38K	+399.68%
Dec 31, 2025	LIFEWEALTH INVESTMENTS, LLC	0.53%	193.77K	17.8M	15.41K	+8.64%
Dec 31, 2025	GLOBALT INVESTMENTS LLC / GA	0.18%	65.16K	5.99M	-1.45K	-2.18%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	58.07K	5.33M	-2.36K	-3.90%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.48%	187.45K	17.22M	20.95K	+12.58%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.09%	32.52K	2.99M	32.52K	+100.00%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	31.93%	12.34M	1.13B	198.32K	+1.63%
Dec 31, 2025	STERLING CAPITAL MANAGEMENT LLC	0.5%	194.24K	17.84M	-55.33K	-22.17%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.61%	237.41K	21.81M	15	+0.01%
Dec 31, 2025	RTD FINANCIAL ADVISORS, INC.	0.66%	242.36K	22.26M	242.36K	+100.00%
Dec 31, 2025		1.1%	428.34K	428.34K	428.34K	+100.00%
Dec 31, 2025	SOA WEALTH ADVISORS, LLC.	0.09%	32.71K	3M	-365	-1.10%
Dec 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.1%	37.34K	3.43M	25.98K	+228.67%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.1%	38.08K	655.88K	38.08K	+100.00%
Dec 31, 2025	OPPENHEIMER & CO INC	0.11%	41.45K	3.81M	2.27K	+5.78%
Dec 31, 2025	MARINER, LLC	0.13%	50.18K	4.61M	-2.9K	-5.46%
Dec 31, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.14%	50.28K	4.62M	-163	-0.32%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.34%	132.44K	12.17M	87.36K	+193.80%
Dec 31, 2025	HORST & GRABEN WEALTH MANAGEMENT LLC	0.36%	132.91K	12.22M	15.86K	+13.55%
Dec 31, 2025	CSENGE ADVISORY GROUP	0.16%	57.26K	5.26M	-733	-1.26%
Dec 31, 2025	LEGACY ADVISORY SERVICES, LLC	0.19%	67.82K	6.23M	363	+0.54%
Dec 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0.21%	79.57K	7.31M	79.57K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	84.14K	7.73M	5.57K	+7.09%
Dec 31, 2025	SIMPLICITY WEALTH,LLC	0.27%	98.41K	9.04M	4.42K	+4.70%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.34%	132.66K	12.19M	-1.71K	-1.28%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.37%	141.94K	13.04M	135.83K	+2,226.04%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.41%	148.9K	13.68M	-2.66K	-1.75%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.42%	164.47K	15.11M	133.2K	+425.93%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.49%	179.79K	16.52M	-4.34K	-2.36%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.5%	181.84K	16.7M	7.18K	+4.11%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.53%	205.79K	18.9M	-1.86K	-0.90%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.12%	434.57K	39.92M	101.46K	+30.46%
Dec 31, 2025	RICHARD P SLAUGHTER ASSOCIATES INC	1.13%	411.48K	37.8M	5.95K	+1.47%
Dec 31, 2025	BRYN MAWR TRUST CO	1.31%	505.9K	46.47M	18.6K	+3.82%
Dec 31, 2025	FIRST CITIZENS ASSET MANAGEMENT, INC.	1.34%	487.48K	44.78M	1.15K	+0.24%
Dec 31, 2025	LPL FINANCIAL LLC	1.66%	640.84K	58.87M	555.93K	+654.70%
Dec 31, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	1.86%	722.05K	66.33M	722.05K	+100.00%
Dec 31, 2025	FIRST CITIZENS BANK & TRUST CO	15.39%	5.98M	549.65M	77.18K	+1.31%
Dec 31, 2025	MORGAN STANLEY	0.65%	252.2K	23.17M	67.21K	+36.33%
Dec 31, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.71%	257.83K	23.68M	8.71K	+3.49%
Dec 31, 2025	KINGDOM FINANCIAL GROUP LLC.	0.71%	273.75K	25.15M	161.69K	+144.29%
Dec 31, 2025	JPMORGAN CHASE & CO	0.72%	261.28K	24M	343	+0.13%
Dec 31, 2025	HOWARD BAILEY SECURITIES, LLC	0.49%	191.25K	17.57M	9.1K	+5.00%
Dec 31, 2025	JSF FINANCIAL, LLC	0.75%	274.34K	25.2M	-1.6K	-0.58%
Dec 31, 2025	UBS GROUP AG	0.88%	341.12K	31.34M	24.49K	+7.74%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.93%	361.96K	33.25M	361.96K	+100.00%
Dec 31, 2025	SVB WEALTH LLC	1.39%	508.41K	46.7M	-37.26K	-6.83%
Dec 31, 2025	LIDO ADVISORS, LLC	2.52%	973.67K	89.33M	-19.78K	-1.99%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	2.78%	1.08M	99.31M	33.15K	+3.16%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	7.93%	3.08M	283.28M	3M	+3,723.18%
Dec 31, 2025	COMPTON WEALTH ADVISORY GROUP, LLC	0.69%	250.06K	22.97M	4.38K	+1.78%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.35%	136K	12.49M	6.76K	+5.23%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.29%	113.9K	10.46M	107.93K	+1,807.22%
Dec 31, 2025	ROYAL BANK OF CANADA	0.28%	110.13K	10.12M	-4.9K	-4.26%
Dec 31, 2025	VERIDAN WEALTH LLC	0.17%	66.86K	6.14M	470	+0.71%
Dec 31, 2025	SIGFIG WEALTH MANAGEMENT, LLC	0.14%	51.35K	4.72M	51.35K	+100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.14%	50.24K	4.61M	35.38K	+238.11%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.13%	50.54K	4.64M	17.83K	+54.49%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	17.36%	6.33M	581.69M	93.66K	+1.50%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.14%	45.08K	3.96M	-6.48K	-12.56%
Sep 30, 2025	SVB WEALTH LLC	1.69%	545.67K	47.95M	13.11K	+2.46%
Sep 30, 2025	KINGDOM FINANCIAL GROUP LLC.	0.35%	112.06K	9.85M	25.12K	+28.89%
Sep 30, 2025	COMPTON WEALTH ADVISORY GROUP, LLC	0.76%	245.68K	21.59M	-2.04K	-0.82%
Sep 30, 2025	BRYN MAWR TRUST CO	1.51%	487.3K	42.82M	15.87K	+3.37%
Sep 30, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.77%	249.13K	21.89M	27.47K	+12.39%
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0.77%	249.56K	21.93M	11.05K	+4.63%
Sep 30, 2025	JPMORGAN CHASE & CO	0.81%	260.94K	22.93M	-13.51K	-4.92%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	19.29%	6.24M	548.25M	-329.61K	-5.02%
Sep 30, 2025	FIRST CITIZENS BANK & TRUST CO	18.26%	5.91M	519.05M	-301.58K	-4.86%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	3.24%	1.05M	92.09M	30.56K	+3.00%
Sep 30, 2025	LIDO ADVISORS, LLC	3.07%	993.45K	87.3M	-6.09K	-0.61%
Sep 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.16%	50.45K	4.43M	266	+0.53%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	60.43K	5.31M	-143.23K	-70.33%
Sep 30, 2025	B.O.S.S. RETIREMENT ADVISORS, LLC	0.19%	61.74K	5.43M	-6.33K	-9.30%
Sep 30, 2025	VERIDAN WEALTH LLC	0.21%	66.39K	5.83M	66.39K	+100.00%
Sep 30, 2025	GLOBALT INVESTMENTS LLC / GA	0.21%	66.61K	5.85M	-268	-0.40%
Sep 30, 2025	LEGACY ADVISORY SERVICES, LLC	0.21%	67.46K	5.93M	299	+0.45%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	78.57K	6.91M	3.39K	+4.51%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	80.66K	7.09M	1.17K	+1.47%
Sep 30, 2025	SIMPLICITY WEALTH,LLC	0.29%	93.99K	8.26M	-89.6K	-48.81%
Sep 30, 2025	HORST & GRABEN WEALTH MANAGEMENT LLC	0.36%	117.05K	10.29M	-928	-0.79%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.4%	129.24K	11.36M	10.31K	+8.67%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.42%	134.37K	11.81M	-1.58K	-1.16%
Sep 30, 2025	HOWARD BAILEY SECURITIES, LLC	0.46%	147.31K	12.95M	373	+0.25%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.51%	166.5K	14.63M	-2.98K	-1.76%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.03%	333.11K	29.29M	34.62K	+11.60%
Sep 30, 2025	RICHARD P SLAUGHTER ASSOCIATES INC	1.25%	405.53K	35.64M	-103.68K	-20.36%
Sep 30, 2025	FIRST CITIZENS INVESTOR SERVICES, INC.	1.37%	441.75K	38.82M	441.75K	+100.00%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.54%	174.66K	15.35M	5.92K	+3.51%
Sep 30, 2025	LIFEWEALTH INVESTMENTS, LLC	0.55%	178.36K	15.67M	18.44K	+11.53%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.57%	184.14K	16.18M	-2.24K	-1.20%
Sep 30, 2025	MORGAN STANLEY	0.57%	184.99K	16.26M	3.47K	+1.91%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.64%	207.65K	18.25M	4.59K	+2.26%
Sep 30, 2025	VENTURE VISIONARY PARTNERS LLC	0.05%	14.98K	1.32M	34	+0.23%
Sep 30, 2025	FIDELIS CAPITAL PARTNERS, LLC	0.05%	15.68K	1.38M	0	0
Sep 30, 2025	FIFTH THIRD WEALTH ADVISORS LLC	0.05%	16.03K	1.41M	-1.46K	-8.33%
Sep 30, 2025		0.05%	16.11K	1.42M	16.11K	+100.00%
Sep 30, 2025	STRATEGIC BLUEPRINT, LLC	0.05%	16.72K	1.47M	469	+2.89%
Sep 30, 2025	HECK CAPITAL ADVISORS, LLC	0.05%	16.8K	1.48M	3.44K	+25.71%
Sep 30, 2025	WALDRON PRIVATE WEALTH LLC	0.05%	17.31K	1.52M	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.05%	17.5K	1.54M	5.53K	+46.19%
Sep 30, 2025	FIRST CITIZENS ASSET MANAGEMENT, INC.	1.5%	486.33K	42.74M	20.57K	+4.42%
Sep 30, 2025	JSF FINANCIAL, LLC	0.85%	275.94K	24.25M	19.02K	+7.40%
Sep 30, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.05%	17.57K	1.57M	-135	-0.76%
Sep 30, 2025	COUNTRY CLUB BANK /GFN	0.06%	18.23K	1.6M	-1.77K	-8.85%
Sep 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.06%	20.07K	1.76M	9.92K	+97.73%
Sep 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.06%	20.36K	1.79M	20.36K	+100.00%
Sep 30, 2025	FAMILY WEALTH GROUP, LLC	0.09%	30.38K	2.67M	2.02K	+7.12%
Sep 30, 2025	LPL FINANCIAL LLC	0.26%	84.91K	7.46M	5.4K	+6.79%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.06%	21K	1.85M	-10K	-32.26%
Sep 30, 2025	GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.	0.08%	24.25K	2.13M	-62	-0.26%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.47%	151.56K	13.32M	-5.67K	-3.61%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.08%	25.55K	2.24M	2.32K	+10.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.36%	115.03K	10.11M	15.39K	+15.45%
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.09%	30.67K	2.7M	4.93K	+19.16%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.1%	31.27K	2.75M	15.69K	+100.67%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.1%	32.72K	2.88M	1.21K	+3.85%
Sep 30, 2025	QUEST 10 WEALTH BUILDERS, INC.	0.06%	20.81K	1.83M	2.05K	+10.95%
Sep 30, 2025	UBS GROUP AG	0.98%	316.63K	27.83M	13.37K	+4.41%
Sep 30, 2025	CSENGE ADVISORY GROUP	0.18%	57.99K	5.1M	2.21K	+3.97%
Sep 30, 2025	MARINER, LLC	0.16%	53.08K	4.66M	-514	-0.96%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.16%	52.64K	4.63M	8.78K	+20.01%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	37.56%	12.15M	1.07B	-485.46K	-3.84%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.73%	237.4K	20.86M	29K	+13.92%
Sep 30, 2025	SOA WEALTH ADVISORS, LLC.	0.1%	33.08K	2.91M	-795	-2.35%
Sep 30, 2025	OPPENHEIMER & CO INC	0.12%	39.18K	3.44M	1.66K	+4.42%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.94%	298.49K	25.13M	-57.05K	-16.04%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.59%	186.38K	15.69M	-668	-0.36%
Jun 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.16%	50.18K	4.22M	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.43%	135.96K	11.45M	-4.6K	-3.27%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.41%	129.26K	10.63M	113.68K	+729.73%
Jun 30, 2025	LPL FINANCIAL LLC	0.25%	79.51K	6.69M	-545.32K	-87.27%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	79.49K	6.69M	-4.01M	-98.05%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	75.18K	6.33M	4.81K	+6.83%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	60.83K	5.12M	37.11K	+156.49%
Jun 30, 2025	OPPENHEIMER & CO INC	0.12%	37.53K	3.16M	1.15K	+3.17%
Jun 30, 2025	SOA WEALTH ADVISORS, LLC.	0.11%	33.87K	2.85M	-3.91K	-10.35%
Jun 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.09%	29.99K	2.53M	-8.61K	-22.31%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.64%	203.06K	17.1M	-1.18K	-0.58%
Jun 30, 2025	MORGAN STANLEY	0.57%	181.52K	15.28M	-11.07K	-5.75%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.38%	118.93K	10.01M	16.51K	+16.12%
Jun 30, 2025	HORST & GRABEN WEALTH MANAGEMENT LLC	0.37%	117.98K	9.93M	-1.47K	-1.23%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.1%	31.5K	2.65M	-10.45K	-24.91%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.06%	20.34K	1.71M	312	+1.56%
Jun 30, 2025	COUNTRY CLUB BANK /GFN	0.06%	20K	1.68M	-842	-4.04%
Jun 30, 2025	FIFTH THIRD WEALTH ADVISORS LLC	0.06%	17.48K	1.47M	2.64K	+17.75%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.1%	31K	2.61M	31K	+100.00%
Jun 30, 2025	SIMPLICITY WEALTH,LLC	0.58%	183.59K	15.46M	84.64K	+85.53%
Jun 30, 2025	GLOBALT INVESTMENTS LLC / GA	0.21%	66.88K	5.63M	-770	-1.14%
Jun 30, 2025	CSENGE ADVISORY GROUP	0.18%	55.78K	4.57M	-116	-0.21%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.53%	169.49K	14.27M	-871	-0.51%
Jun 30, 2025	FAMILY WEALTH GROUP, LLC	0.09%	28.36K	2.39M	-628	-2.17%
Jun 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.08%	25.74K	2.17M	25.74K	+100.00%
Jun 30, 2025	GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.	0.08%	24.31K	2.05M	-858	-3.41%
Jun 30, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.06%	17.71K	1.49M	-6.04K	-25.42%
Jun 30, 2025	WALDRON PRIVATE WEALTH LLC	0.05%	17.31K	1.46M	0	0
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.05%	17.01K	1.43M	17.01K	+100.00%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.05%	16.54K	1.39M	789	+5.01%
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	0.05%	16.25K	1.37M	1.26K	+8.39%
Jun 30, 2025	FIDELIS CAPITAL PARTNERS, LLC	0.05%	15.68K	1.32M	-1.21K	-7.16%
Jun 30, 2025	ARCADIA WEALTH MANAGEMENT, LLC	0.05%	15.67K	1.32M	-840	-5.09%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	39.87%	12.63M	1.06B	1.47M	+13.20%
Jun 30, 2025	VENTURE VISIONARY PARTNERS LLC	0.05%	14.95K	1.26M	36	+0.24%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.04%	14.19K	1.19M	-348	-2.39%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	20.73%	6.57M	552.98M	297.06K	+4.74%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	3.21%	1.02M	85.65M	5.76K	+0.57%
Jun 30, 2025	LIDO ADVISORS, LLC	3.15%	999.54K	84.15M	-36.69K	-3.54%
Jun 30, 2025	SVB WEALTH LLC	1.68%	532.56K	44.84M	532.56K	+100.00%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.53%	168.73K	14.21M	15.05K	+9.79%
Jun 30, 2025		0.21%	67.16K	5.65B	-1.61K	-2.34%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.14%	43.86K	3.69M	-300.85K	-87.28%
Jun 30, 2025	B.O.S.S. RETIREMENT ADVISORS, LLC	0.21%	68.08K	5.73M	-2.48K	-3.52%
Jun 30, 2025	MARINER, LLC	0.17%	53.6K	4.51M	19.65K	+57.89%
Jun 30, 2025	RICHARD P SLAUGHTER ASSOCIATES INC	1.61%	509.21K	42.87M	92.11K	+22.08%
Jun 30, 2025	BRYN MAWR TRUST CO	1.49%	471.43K	39.69M	50.16K	+11.91%
Jun 30, 2025	FIRST CITIZENS ASSET MANAGEMENT, INC.	1.47%	465.77K	39.21M	-20.98K	-4.31%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	1.22%	387.27K	4.6M	382.67K	+8,319.00%
Jun 30, 2025	JSF FINANCIAL, LLC	0.81%	256.92K	21.63M	2.63K	+1.03%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.64%	203.66K	17.15M	-28.25K	-12.18%
Jun 30, 2025	ROYAL BANK OF CANADA	0.31%	99.64K	8.39M	-5.22K	-4.98%
Jun 30, 2025	KINGDOM FINANCIAL GROUP LLC.	0.27%	86.94K	7.32M	-66.85K	-43.47%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.16%	51.56K	4.34M	-66.04K	-56.16%
Jun 30, 2025	COMPTON WEALTH ADVISORY GROUP, LLC	0.78%	247.72K	20.86M	1.24K	+0.50%
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0.75%	238.51K	20.08M	324	+0.14%
Jun 30, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.7%	221.66K	18.66M	31.23K	+16.40%
Jun 30, 2025	FIRST CITIZENS BANK & TRUST CO	19.59%	6.21M	522.65M	365.86K	+6.26%
Jun 30, 2025	UBS GROUP AG	0.96%	303.26K	25.53M	1.04K	+0.34%
Jun 30, 2025	JPMORGAN CHASE & CO	0.87%	274.44K	23.11M	21.38K	+8.45%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.66%	208.4K	17.55M	-16.95K	-7.52%
Jun 30, 2025	LIFEWEALTH INVESTMENTS, LLC	0.5%	159.89K	13.46M	29.71K	+22.82%
Jun 30, 2025	HOWARD BAILEY SECURITIES, LLC	0.46%	146.93K	12.37M	-4.1K	-2.71%
Jun 30, 2025	LEGACY ADVISORY SERVICES, LLC	0.21%	67.16K	5.65M	-1.61K	-2.34%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	70.37K	5.78M	4.32K	+6.55%
Mar 31, 2025	B.O.S.S. RETIREMENT ADVISORS, LLC	0.23%	70.56K	5.8M	-5.19K	-6.85%
Mar 31, 2025	SIMPLICITY WEALTH,LLC	0.32%	98.95K	8.13M	87.02K	+729.18%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.33%	102.42K	8.42M	368	+0.36%
Mar 31, 2025	ROYAL BANK OF CANADA	0.34%	104.85K	8.62M	-2.59K	-2.41%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.38%	117.6K	9.66M	55.73K	+90.08%
Mar 31, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	4.09%	1.25M	102.77M	1.25M	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	13.35%	4.09M	335.73M	4.04M	+8,893.60%
Mar 31, 2025	FIRST CITIZENS BANK & TRUST CO	19.1%	5.84M	480.1M	71.37K	+1.24%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	20.5%	6.27M	515.37M	103.33K	+1.68%
Mar 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	36.47%	11.16M	917M	830.08K	+8.04%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.56%	170.36K	14M	-7.61K	-4.28%
Mar 31, 2025	MORGAN STANLEY	0.63%	192.59K	15.83M	-49.44K	-20.43%
Mar 31, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.62%	190.44K	15.65M	22.75K	+13.57%
Mar 31, 2025	UBS GROUP AG	0.99%	302.22K	24.84M	-6.96K	-2.25%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.13%	344.71K	28.33M	277.02K	+409.28%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.14%	41.45K	3.41M	41.45K	+100.00%
Mar 31, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.16%	50.18K	4.12M	1	0.00%
Mar 31, 2025	CSENGE ADVISORY GROUP	0.18%	55.89K	4.31M	460	+0.83%
Mar 31, 2025	KINGDOM FINANCIAL GROUP LLC.	0.5%	153.8K	12.64M	-9.1K	-5.58%
Mar 31, 2025	WAVERLY ADVISORS, LLC	0.67%	204.24K	16.78M	2.56K	+1.27%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.76%	231.91K	19.06M	4.2K	+1.84%
Mar 31, 2025	STERLING CAPITAL MANAGEMENT LLC	0.78%	238.19K	19.57M	-8.81K	-3.57%
Mar 31, 2025	COMPTON WEALTH ADVISORY GROUP, LLC	0.81%	246.48K	20.26M	-758	-0.31%
Mar 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.13%	38.61K	3.17M	24.77K	+178.96%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.14%	41.96K	3.45M	1.51K	+3.74%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.19%	57.14K	4.7M	40.76K	+248.89%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.61%	187.05K	15.37M	-30.92K	-14.19%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.74%	225.34K	18.52M	2.9K	+1.30%
Mar 31, 2025	JPMORGAN CHASE & CO	0.83%	253.06K	20.8M	27.56K	+12.22%
Mar 31, 2025	JSF FINANCIAL, LLC	0.83%	254.3K	20.9M	242.65K	+2,082.25%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.17%	52.54K	4.32M	52.54K	+100.00%
Mar 31, 2025	CENTENNIAL WEALTH ADVISORY LLC	0.18%	54.69K	4.49M	54.69K	+100.00%
Mar 31, 2025	FIRST CITIZENS ASSET MANAGEMENT, INC.	1.59%	486.74K	40M	1.43K	+0.29%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	1.81%	553.73K	45.51M	553.73K	+100.00%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.5%	153.69K	12.63M	4.7K	+3.15%
Mar 31, 2025	LPL FINANCIAL LLC	2.04%	624.83K	51.35M	543.94K	+672.44%
Mar 31, 2025		0.22%	67.15K	5.52M	10.79K	+19.15%
Mar 31, 2025	HORST & GRABEN WEALTH MANAGEMENT LLC	0.39%	119.45K	9.82M	-8.46K	-6.62%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.16%	355.54K	29.22M	-42.08K	-10.58%
Mar 31, 2025	RICHARD P SLAUGHTER ASSOCIATES INC	1.36%	417.09K	34.28M	325.2K	+353.89%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	3.31%	1.01M	83.14M	-57.11K	-5.34%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	1.81%	553.73K	45.51M	553.73K	+100.00%
Mar 31, 2025	BRYN MAWR TRUST CO	1.38%	421.27K	34.62M	29.09K	+7.42%
Mar 31, 2025	LIDO ADVISORS, LLC	3.39%	1.04M	85.16M	80.18K	+8.39%
Mar 31, 2025	GLOBALT INVESTMENTS LLC / GA	0.22%	67.65K	5.56M	-504	-0.74%
Mar 31, 2025	SIGFIG WEALTH MANAGEMENT, LLC	0.23%	70.19K	5.71M	70.19K	+100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.46%	140.56K	11.55M	6.2K	+4.61%
Mar 31, 2024	TRUIST FINANCIAL CORP	1.59%	436.85K	33.34M	-3.63K	-0.82%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.65%	441.95K	33.73M	306.89K	+227.23%
Mar 31, 2024	SVB WEALTH LLC	1.75%	481.79K	36.77M	236.26K	+96.22%
Mar 31, 2024	VICTORY FINANCIAL GROUP, LLC	0.03%	8.34K	636.28K	0	0
Mar 31, 2024	PROFICIO CAPITAL PARTNERS LLC	0.03%	8.4K	640.78K	-175	-2.04%
Mar 31, 2024	MBL WEALTH, LLC	0.03%	8.4K	641.09K	-700	-7.69%
Mar 31, 2024	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.04%	9.4K	717.26K	0	0
Mar 31, 2024	M&T BANK CORP	0.04%	10.25K	782.28K	0	0
Mar 31, 2024	STRATEGIC BLUEPRINT, LLC	0.05%	13.65K	1.04M	-85	-0.62%
Mar 31, 2024	VENTURE VISIONARY PARTNERS LLC	0.06%	14.77K	1.13M	34	+0.23%
Mar 31, 2024	COUNTRY CLUB BANK /GFN	0.06%	15.09K	1.15M	-30	-0.20%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	15.4K	1.18M	119	+0.78%
Mar 31, 2024	MCKINLEY CARTER WEALTH SERVICES, INC.	0.06%	16.55K	1.26M	-610	-3.55%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.06%	16.71K	1.28M	3.47K	+26.16%
Mar 31, 2024	WALDRON PRIVATE WEALTH LLC	0.06%	17.31K	1.32M	0	0
Mar 31, 2024	ARCADIA WEALTH MANAGEMENT, LLC	0.07%	17.6K	1.34M	184	+1.06%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.07%	19.2K	1.47M	4.9K	+34.27%
Mar 31, 2024	MASON & ASSOCIATES INC	0.03%	8.54K	651.85K	-7.45K	-46.60%
Mar 31, 2024	MORGAN STANLEY	0.54%	145.34K	11.09M	4.33K	+3.07%
Mar 31, 2024	KINGDOM FINANCIAL GROUP LLC.	0.56%	153.38K	11.71M	55K	+55.90%
Mar 31, 2024	UBS GROUP AG	1.11%	297.11K	22.68M	7.65K	+2.64%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.58%	155.25K	11.85M	-32.62K	-17.36%
Mar 31, 2024	HORST & GRABEN WEALTH MANAGEMENT LLC	0.61%	167.25K	12.76M	-33.19K	-16.56%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.65%	173.3K	13.23M	7.17K	+4.32%
Mar 31, 2024	SIMPLICITY WEALTH,LLC	0.66%	181.16K	13.83M	13.53K	+8.07%
Mar 31, 2024	JPMORGAN CHASE & CO	0.74%	197.88K	15.1M	-5.82K	-2.86%
Mar 31, 2024	9258 WEALTH MANAGEMENT, LLC	0.76%	207.86K	15.86M	5.22K	+2.58%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.8%	218.55K	16.68M	218.55K	+100.00%
Mar 31, 2024	ATRIA INVESTMENTS, INC	0.08%	22.25K	1.7M	-5.02K	-18.42%
Mar 31, 2024	AUSDAL FINANCIAL PARTNERS, INC.	0.08%	23.11K	1.76M	808	+3.62%
Mar 31, 2024	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.09%	23.51K	1.79M	-605	-2.51%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.09%	23.63K	1.8M	0	0
Mar 31, 2024	SIGNAL ADVISORS WEALTH, LLC	0.09%	24.87K	1.9M	17.77K	+250.44%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.1%	26.96K	2.06M	-18.23K	-40.33%
Mar 31, 2024	PEGASUS PARTNERS LTD.	2.49%	683.98K	52.2M	46.93K	+7.37%
Mar 31, 2024	FIRST CITIZENS ASSET MANAGEMENT, INC.	2.6%	714.84K	54.56M	21.84K	+3.15%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	3.32%	913.79K	69.74M	-955.55K	-51.12%
Mar 31, 2024	FIRST CITIZENS BANK & TRUST CO	24.21%	6.65M	507.9M	920.97K	+16.06%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	25.82%	7.1M	541.75M	982.34K	+16.06%
Mar 31, 2024	TIAA TRUST, NATIONAL ASSOCIATION	34.46%	9.47M	722.98M	523.81K	+5.85%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	21.52K	1.64M	184	+0.86%
Mar 31, 2024	GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.	0.1%	28.46K	2.17M	-2.09K	-6.83%
Mar 31, 2024	MARINER, LLC	0.12%	31.91K	2.44M	17.73K	+125.05%
Mar 31, 2024	OPPENHEIMER & CO INC	0.13%	35.26K	2.69M	457	+1.31%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.14%	37.39K	2.85M	6.15K	+19.67%
Mar 31, 2024	CITADEL ADVISORS LLC	0.14%	37.79K	2.88M	34.93K	+1,222.25%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.15%	40.64K	3.1M	234	+0.58%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	41.07K	3.13M	7.17K	+21.14%
Mar 31, 2024	HARBOR INVESTMENT ADVISORY, LLC	0.19%	52.21K	3.98M	1	0.00%
Mar 31, 2024	LPL FINANCIAL LLC	0.19%	51.27K	3.91M	-613	-1.18%
Mar 31, 2024	CSENGE ADVISORY GROUP	0.19%	53.07K	4.05M	-6.83K	-11.41%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.2%	55.36K	4.23M	-2.33K	-4.04%
Mar 31, 2024	SOA WEALTH ADVISORS, LLC.	0.2%	56.2K	4.29M	-528	-0.93%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.23%	60.75K	4.64M	3.02K	+5.23%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	61.54K	4.7M	-41.36K	-40.20%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.24%	66.58K	5.08M	-3.77K	-5.36%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.25%	69.82K	5.33M	69.82K	+100.00%
Mar 31, 2024	VOYA INVESTMENT MANAGEMENT LLC	0.37%	99.07K	7.56M	70.95K	+252.24%
Mar 31, 2024	SURIENCE PRIVATE WEALTH LLC	0.38%	104.93K	8.01M	104.93K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.41%	111.07K	8.48M	8.92K	+8.73%
Mar 31, 2024	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.45%	123.88K	9.47M	35.8K	+40.64%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.51%	139.43K	10.64M	1.58K	+1.14%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.57%	155.58K	11.87M	-48.71K	-23.84%
Mar 31, 2024	COMPTON WEALTH ADVISORY GROUP, LLC	0.91%	251.16K	19.17M	1.83K	+0.73%
Mar 31, 2024	BRYN MAWR TRUST CO	1.37%	375.66K	28.67M	375.66K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.38%	102.15K	7.17M	-1.91K	-1.83%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.5%	135.06K	9.48M	5.5K	+4.24%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.51%	137.85K	9.67M	9.8K	+7.65%
Dec 31, 2023	MORGAN STANLEY	0.52%	141.01K	9.89M	-208	-0.15%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.61%	166.12K	11.66M	6.89K	+4.33%
Dec 31, 2023	SIMPLICITY WEALTH,LLC	0.62%	167.63K	11.76M	-9.34K	-5.28%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.69%	187.86K	13.18M	2.46K	+1.32%
Dec 31, 2023	HORST & GRABEN WEALTH MANAGEMENT LLC	0.74%	200.43K	14.06M	15.23K	+8.22%
Dec 31, 2023	9258 WEALTH MANAGEMENT, LLC	0.74%	202.64K	14.22M	15.43K	+8.24%
Dec 31, 2023	JPMORGAN CHASE & CO	0.75%	203.71K	14.29M	146.23K	+254.41%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.75%	204.29K	14.39M	-23.74K	-10.41%
Dec 31, 2023	SVB WEALTH LLC	0.9%	245.53K	17.23M	233.9K	+2,010.12%
Dec 31, 2023	COMPTON WEALTH ADVISORY GROUP, LLC	0.92%	249.33K	17.5M	25.12K	+11.20%
Dec 31, 2023	UBS GROUP AG	1.06%	289.46K	20.31M	3.94K	+1.38%
Dec 31, 2023	TRUIST FINANCIAL CORP	1.62%	440.48K	30.91M	-77.65K	-14.99%
Dec 31, 2023	PEGASUS PARTNERS LTD.	2.34%	637.05K	44.7M	357.17K	+127.61%
Dec 31, 2023	FIRST CITIZENS ASSET MANAGEMENT, INC.	2.55%	693.01K	49.35M	175.24K	+33.85%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	6.87%	1.87M	132.7M	150.27K	+8.74%
Dec 31, 2023	FIRST CITIZENS BANK & TRUST CO	21.07%	5.73M	402.35M	-607.33K	-9.58%
Dec 31, 2023	PETERSON FINANCIAL GROUP, INC.	0.06%	17.62K	1.24M	-2.66K	-13.10%
Dec 31, 2023	BAYSTATE WEALTH MANAGEMENT LLC	0.07%	20.18K	1.42M	-777	-3.71%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	21.34K	1.5M	272	+1.29%
Dec 31, 2023	AUSDAL FINANCIAL PARTNERS, INC.	0.08%	22.3K	1.56M	0	0
Dec 31, 2023	NINEPOINTTWO CAPITAL LLC	0.08%	22.78K	1.6M	0	0
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.09%	23.63K	1.66M	-1.64K	-6.49%
Dec 31, 2023	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.09%	24.11K	1.73M	-20.36K	-45.79%
Dec 31, 2023	ATRIA INVESTMENTS, INC	0.1%	27.28K	1.91M	10.43K	+61.91%
Dec 31, 2023	VOYA INVESTMENT MANAGEMENT LLC	0.1%	28.13K	1.97M	-5.55K	-16.47%
Dec 31, 2023	GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.	0.11%	30.55K	2.14M	-4.72K	-13.38%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.11%	31.24K	2.19M	-493	-1.55%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	33.9K	2.38M	4.95K	+17.10%
Dec 31, 2023	OPPENHEIMER & CO INC	0.13%	34.8K	2.44M	2.63K	+8.19%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.13%	35.81K	2.51M	19.32K	+117.19%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.15%	40.41K	2.84M	2.81K	+7.47%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.15%	41.47K	591K	41.47K	+100.00%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.17%	45.19K	3.17M	-119.97K	-72.64%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.17%	47.32K	3.32M	-8.16K	-14.70%
Dec 31, 2023	LPL FINANCIAL LLC	0.19%	51.88K	3.64M	-3.3K	-5.98%
Dec 31, 2023	HARBOR INVESTMENT ADVISORY, LLC	0.19%	52.21K	3.66M	1	0.00%
Dec 31, 2023	SOA WEALTH ADVISORS, LLC.	0.21%	56.73K	3.98M	27.56K	+94.50%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.21%	57.69K	4.05M	-5.67K	-8.95%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.21%	57.73K	4.05M	5.56K	+10.66%
Dec 31, 2023	CSENGE ADVISORY GROUP	0.22%	59.91K	4.2M	4.98K	+9.06%
Dec 31, 2023	B.O.S.S. RETIREMENT ADVISORS, LLC	0.24%	64.06K	4.49M	-1.27K	-1.94%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.26%	70.35K	4.94M	42.48K	+152.44%
Dec 31, 2023	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.32%	88.08K	6.18M	34.15K	+63.32%
Dec 31, 2023		0.12%	33.31K	2.34M	33.31K	+100.00%

Frequently Asked Questions