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

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

FIRST CITIZENS ASSET MANAGEMENT, INC., in the last quarter, reduced its stake in IWY by -2.18% restricting it's holding to 296.22 thousand shares of worth nearly $86.09M. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also lessened -2.14% of the IWY shares from its portfolio, reducing its holding to 352.12 thousand shares of worth $102.33M. BRYN MAWR TRUST CO also shunned IWY shares holding by -3.23% last quarter which brought its holding to 360.68 thousand shares worth $104.82M.

Investors who are buying IWY stock?

As per its latest 13F filing, BROOKSTONE CAPITAL MANAGEMENT increased its stake in IWY by 9.74% in the last quarter. The institutional holder raised its holding to 115.1 thousand shares having worth more than $33.45M. SVB WEALTH LLC also added 7.96% more shares of IWY to its portfolio, raising its holding to 294.12 thousand shares of worth $85.48M. DAVENPORT & CO LLC also increased its IWY shares holding by 40% which brought its holding to 310.65 thousand shares worth $90.28M.

IWY's major insiders: who are they?

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

Did an insider recently sell IWY stock?

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

Which insider recently purchased IWY stock?

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

How much of IWY does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in IWY?

BROOKSTONE CAPITAL MANAGEMENT is the largest institutional owner in IWY which holds 115.1 thousand shares worth $33.45M or 0.19% of the total IWY shares outstanding followed by SVB WEALTH LLC with ownership of 294.12 thousand shares representing 0.49% of the IWY ownership. FIRST CITIZENS ASSET MANAGEMENT, INC. is the third largest stakeholder with 296.22 thousand shares or 0.49% of the ownership worth more than $86.09M.

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

Is there a short position on IWY's shares?

Number of IWY 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 IWY shares are there?

As of today, null shares of IWY are outstanding.

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

IWY 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 IWY is null.

iShares Russell Top 200 Growth ETF (IWY) 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. BROOKSTONE CAPITAL MANAGEMENT is the top corporate investor, holding 115.1K shares valued at $33.45M. A 0.19% stake in iShares Russell Top 200 Growth ETF is owned by the company. SVB WEALTH LLC owns 294.12K shares valued at $85.48M, which translates its holding of 0.49% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.19%	115.1K	33.45M	10.22K	+9.74%
Jun 30, 2026	SVB WEALTH LLC	0.49%	294.12K	85.48M	21.69K	+7.96%
Jun 30, 2026	FIRST CITIZENS ASSET MANAGEMENT, INC.	0.49%	296.22K	86.09M	-6.6K	-2.18%
Jun 30, 2026	DAVENPORT & CO LLC	0.52%	310.65K	90.28M	88.75K	+40.00%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.59%	352.12K	102.33M	-7.68K	-2.14%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.99%	593.91K	172.6M	30.97K	+5.50%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.03%	622.02K	180.89M	53.98K	+9.50%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.29%	773.86K	224.9M	35.41K	+4.80%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	5.61%	3.37M	979.91M	14.42K	+0.43%
Jun 30, 2026	BRYN MAWR TRUST CO	0.6%	360.68K	104.82M	-12.03K	-3.23%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	5.87%	3.53M	1.02B	-15.72K	-0.44%
Jun 30, 2026	STERLING CAPITAL MANAGEMENT LLC	0.22%	134.72K	39.15M	-4.58K	-3.28%
Jun 30, 2026	MONECO ADVISORS, LLC	0.25%	149.21K	43.36M	-1.07K	-0.71%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.25%	152.78K	44.4M	102.04K	+201.11%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.66%	399.16K	116M	-77.26K	-16.22%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.38%	828.07K	240.65M	-88.67K	-9.67%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.26%	153.75K	44.68M	-3.01K	-1.92%
Jun 30, 2026	ONE CAPITAL MANAGEMENT, LLC	0.27%	162.99K	40.56M	0	0
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.29%	172.37K	50.09M	172.37K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.64%	382.89K	111.28M	9.05K	+2.42%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.18%	114.67K	33.33M	-10.66K	-8.50%
Jun 30, 2026	HOWARD BAILEY SECURITIES, LLC	0.19%	114.89K	33.39M	3.02K	+2.70%
Jun 30, 2026	COMPTON WEALTH ADVISORY GROUP, LLC	0.19%	117.41K	33.79M	-1.45K	-1.22%
Jun 30, 2026	PRINCIPAL FINANCIAL GROUP INC	0.19%	118.15K	34.34M	94.77K	+405.26%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.2%	123.42K	35.87M	9.41K	+8.26%
Jun 30, 2026	RICHARD P SLAUGHTER ASSOCIATES INC	0.21%	132.05K	38.38M	-10.46K	-7.34%
Jun 30, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.22%	134.58K	39.11M	-15.94K	-10.59%
Jun 30, 2026	PROVISE MANAGEMENT GROUP, LLC	0.23%	137.35K	39.92M	4.32K	+3.24%
Jun 30, 2026	LIFEWEALTH INVESTMENTS, LLC	0.23%	140.73K	40.9M	8.4K	+6.35%
Jun 30, 2026	ASPIRE CAPITAL ADVISORS LLC	0.24%	144.1K	41.88M	-1.14K	-0.78%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.29%	172.48K	50.13M	-7.71K	-4.28%
Jun 30, 2026	KINGDOM FINANCIAL GROUP LLC.	0.3%	181.31K	52.69M	13.05K	+7.75%
Jun 30, 2026	TIAA TRUST, NATIONAL ASSOCIATION	0.32%	194.55K	56.54M	-12.95K	-6.24%
Jun 30, 2026	HANTZ FINANCIAL SERVICES, INC.	0.33%	200.44K	58.25M	8.89K	+4.64%
Jun 30, 2026	WHARTON BUSINESS GROUP, LLC	0.34%	203.18K	59.05M	1.82K	+0.90%
Jun 30, 2026	INTELLIGENCE DRIVEN ADVISERS, LLC	0.34%	205.85K	59.82M	77	+0.04%
Jun 30, 2026	SOA WEALTH ADVISORS, LLC.	0.35%	208.93K	60.72M	1.98K	+0.96%
Jun 30, 2026	PORTFOLIO STRATEGIES, INC.	0.38%	227.02K	65.98M	-21.45K	-8.63%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.4%	239.88K	69.72M	139.38K	+138.68%
Jun 30, 2026	PROSPERITY CONSULTING GROUP, LLC	0.41%	246.54K	71.65M	-45.53K	-15.59%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.36%	216.67K	60.27M	29.96K	+16.04%
Jun 30, 2026	ROYAL BANK OF CANADA	0.45%	270.03K	78.48M	6.1K	+2.31%
Jun 30, 2026	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.43%	255.75K	74.33M	-3.02K	-1.17%
Jun 30, 2026	LIDO ADVISORS, LLC	0.67%	402.31K	116.92M	-23.96K	-5.62%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.68%	410.16K	119.2M	15.88K	+4.03%
Jun 30, 2026	UBS GROUP AG	0.71%	424.65K	123.41M	-2.18K	-0.51%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.74%	443.28K	128.83M	-16.58K	-3.61%
Jun 30, 2026	VICTORY FINANCIAL GROUP, LLC	0.75%	453.28K	131.73M	-9.31K	-2.01%
Jun 30, 2026	ATLANTIC UNION BANKSHARES CORP	0.93%	560.72K	162.96M	61.21K	+12.25%
Jun 30, 2026	BOULAY FINANCIAL ADVISORS, LLC	1.03%	617.03K	179.32M	6.95K	+1.14%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	1.14%	684.5K	198.93M	25.63K	+3.89%
Jun 30, 2026	MARINER, LLC	1.65%	992.21K	288.36M	-401.79K	-28.82%
Jun 30, 2026	MORGAN STANLEY	2.25%	1.35M	393.43M	-782	-0.06%
Jun 30, 2026	LPL FINANCIAL LLC	3.91%	2.35M	682.63M	-38.8K	-1.62%
Jun 30, 2026	FIRST CITIZENS BANK & TRUST CO	5.7%	3.43M	995.54M	-1.1M	-24.26%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	6.05%	3.64M	1.06B	-1.1M	-23.29%
Jun 30, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	7.95%	4.78M	1.39B	-296.61K	-5.85%
Jun 30, 2026	PERENNIAL INVESTMENT ADVISORS, LLC	0.29%	175.67K	51.08M	7.45K	+4.43%
Mar 31, 2026	VICTORY FINANCIAL GROUP, LLC	0.79%	462.6K	115.11M	14.06K	+3.14%
Mar 31, 2026	ATLANTIC UNION BANKSHARES CORP	0.85%	499.51K	124.3M	-5.5K	-1.09%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.97%	568.04K	141.43M	27.82K	+5.15%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.64%	373.84K	93.03M	15.81K	+4.42%
Mar 31, 2026	MORGAN STANLEY	2.31%	1.35M	337.06M	32.28K	+2.44%
Mar 31, 2026	BAER INVESTMENT ADVISORY LLC	0.79%	462.6K	115.11M	462.6K	+100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.67%	394.28K	98.11M	12.47K	+3.26%
Mar 31, 2026	LIDO ADVISORS, LLC	0.73%	426.27K	106.07M	-32.74K	-7.13%
Mar 31, 2026	BOULAY FINANCIAL ADVISORS, LLC	1.04%	610.08K	151.81M	20.93K	+3.55%
Mar 31, 2026	ASPIRE CAPITAL ADVISORS LLC	0.25%	145.23K	36.14M	28.12K	+24.01%
Mar 31, 2026	MONECO ADVISORS, LLC	0.26%	150.28K	37.4M	13.8K	+10.11%
Mar 31, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.26%	150.52K	37.46M	-10.53K	-6.54%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.27%	156.76K	39.01M	-8.11K	-4.92%
Mar 31, 2026	ONE CAPITAL MANAGEMENT, LLC	0.28%	162.99K	40.56M	78.64K	+93.24%
Mar 31, 2026	PERENNIAL INVESTMENT ADVISORS, LLC	0.29%	168.23K	41.88M	29.07K	+20.89%
Mar 31, 2026	LLOYD ADVISORY SERVICES, LLC.	0.29%	168.26K	41.87M	163.13K	+3,177.39%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.32%	186.71K	44.95M	42.33K	+29.32%
Mar 31, 2026	HANTZ FINANCIAL SERVICES, INC.	0.33%	191.55K	47.67M	12.26K	+6.84%
Mar 31, 2026	WHARTON BUSINESS GROUP, LLC	0.34%	201.37K	50.11M	200	+0.10%
Mar 31, 2026	TIAA TRUST, NATIONAL ASSOCIATION	0.35%	207.5K	51.63M	-5.67M	-96.47%
Mar 31, 2026	DAVENPORT & CO LLC	0.38%	221.9K	55.22M	37.13K	+20.10%
Mar 31, 2026	PORTFOLIO STRATEGIES, INC.	0.42%	248.47K	61.84M	-4.71K	-1.86%
Mar 31, 2026	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.44%	258.77K	64.39M	-4.19K	-1.59%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.52%	302K	75.15M	32.76K	+12.17%
Mar 31, 2026	FIRST CITIZENS ASSET MANAGEMENT, INC.	0.52%	302.82K	75.35M	8.83K	+3.00%
Mar 31, 2026	MARINER, LLC	2.38%	1.39M	346.86M	-72.06K	-4.91%
Mar 31, 2026	LPL FINANCIAL LLC	4.08%	2.39M	594.14M	-2.96K	-0.12%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	6.25%	3.54M	881.24M	-2.43K	-0.07%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.22%	125.33K	31.19M	28.17K	+28.99%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.61%	359.8K	89.53M	10.04K	+2.87%
Mar 31, 2026	BRYN MAWR TRUST CO	0.64%	372.71K	92.75M	-1.89K	-0.50%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.56%	916.74K	228.12M	36.63K	+4.16%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.18%	100.5K	25.01M	6.04K	+6.39%
Mar 31, 2026	JPMORGAN CHASE & CO	0.18%	101.56K	24.36M	24.25K	+31.36%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.19%	104.88K	26.1M	3.98K	+3.94%
Mar 31, 2026	VALMARK ADVISERS, INC.	0.19%	105.93K	26.36M	3.34K	+3.26%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.19%	107.45K	26.74M	27.67K	+34.68%
Mar 31, 2026	HOWARD BAILEY SECURITIES, LLC	0.2%	111.86K	27.84M	2.11K	+1.92%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.2%	114.01K	28.37M	2.57K	+2.30%
Mar 31, 2026	COMPTON WEALTH ADVISORY GROUP, LLC	0.21%	118.86K	29.83M	630	+0.53%
Mar 31, 2026	FIRST CITIZENS BANK & TRUST CO	7.72%	4.52M	125.42M	-27.42K	-0.60%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	8.09%	4.74M	1.18B	-16.14K	-0.34%
Mar 31, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	8.66%	5.07M	1.26B	5.07M	+100.00%
Mar 31, 2026	LIFEWEALTH INVESTMENTS, LLC	0.23%	132.32K	32.93M	22.8K	+20.81%
Mar 31, 2026	KINGDOM FINANCIAL GROUP LLC.	0.29%	168.26K	41.87M	13.69K	+8.86%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	5.73%	3.36M	835.45M	1.24M	+58.63%
Mar 31, 2026	INTELLIGENCE DRIVEN ADVISERS, LLC	0.35%	205.77K	51.2M	-42.82K	-17.23%
Mar 31, 2026	SOA WEALTH ADVISORS, LLC.	0.35%	206.95K	51.5M	-43.32K	-17.31%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.31%	180.19K	44.84M	14.48K	+8.74%
Mar 31, 2026	ROYAL BANK OF CANADA	0.45%	263.94K	65.68M	8.11K	+3.17%
Mar 31, 2026	SVB WEALTH LLC	0.47%	272.43K	67.79M	-30.02K	-9.93%
Mar 31, 2026	PROSPERITY CONSULTING GROUP, LLC	0.5%	292.07K	72.68M	91.47K	+45.60%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.81%	476.41K	118.55M	72.47K	+17.94%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	1.12%	658.87K	163.95M	20.74K	+3.25%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.26%	738.45K	183.75M	18.46K	+2.56%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.96%	562.94K	140.08M	42.71K	+8.21%
Mar 31, 2026	PROVISE MANAGEMENT GROUP, LLC	0.23%	133.03K	33.1M	4.27K	+3.32%
Mar 31, 2026	STERLING CAPITAL MANAGEMENT LLC	0.24%	139.3K	34.66M	29.62K	+27.00%
Mar 31, 2026	RICHARD P SLAUGHTER ASSOCIATES INC	0.24%	142.51K	35.46M	-12.87K	-8.28%
Mar 31, 2026	UBS GROUP AG	0.73%	426.83K	106.21M	11.48K	+2.76%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.79%	459.86K	114.43M	-56.03K	-10.86%
Dec 31, 2025	STERLING CAPITAL MANAGEMENT LLC	0.18%	109.68K	30.37M	-25.33K	-18.76%
Dec 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0.14%	84.34K	23.36M	33.56K	+66.07%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.14%	84.88K	23.51M	833	+0.99%
Dec 31, 2025	PORTFOLIO STRATEGIES, INC.	0.42%	253.18K	70.11M	-7.2K	-2.76%
Dec 31, 2025	COMPTON WEALTH ADVISORY GROUP, LLC	0.2%	118.23K	32.74M	-1.45K	-1.21%
Dec 31, 2025	ASPIRE CAPITAL ADVISORS LLC	0.19%	117.11K	32.43M	164	+0.14%
Dec 31, 2025	HOWARD BAILEY SECURITIES, LLC	0.18%	109.75K	30.39M	25.34K	+30.02%
Dec 31, 2025	LIFEWEALTH INVESTMENTS, LLC	0.18%	109.53K	30.33M	8.84K	+8.78%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.18%	111.75K	30.95M	-786	-0.70%
Dec 31, 2025	VICTORY FINANCIAL GROUP, LLC	0.74%	448.54K	124.22M	6.87K	+1.56%
Dec 31, 2025	UBS GROUP AG	0.67%	415.35K	115.03M	-27.49K	-6.21%
Dec 31, 2025	BRYN MAWR TRUST CO	0.63%	374.6K	103.74M	-688	-0.18%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.58%	349.77K	96.87M	-11.29K	-3.13%
Dec 31, 2025	FIRST CITIZENS ASSET MANAGEMENT, INC.	0.49%	293.99K	81.42M	-2.55K	-0.86%
Dec 31, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.44%	262.96K	72.82M	4.47K	+1.73%
Dec 31, 2025	PROSPERITY CONSULTING GROUP, LLC	0.33%	200.6K	55.55M	33.3K	+19.90%
Dec 31, 2025	HANTZ FINANCIAL SERVICES, INC.	0.3%	179.29K	49.65M	11.68K	+6.97%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.27%	164.87K	45.66M	634	+0.39%
Dec 31, 2025	PROVISE MANAGEMENT GROUP, LLC	0.21%	128.76K	35.66M	-1.87K	-1.43%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.19%	111.44K	30.86M	2.02K	+1.85%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.43%	880.11K	243.74M	-58.8K	-6.26%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.17%	719.98K	199.39M	1.45K	+0.20%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.65%	403.94K	111.87M	-923.28K	-69.56%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.63%	381.81K	105.74M	-31.19K	-7.55%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.58%	358.03K	99.15M	-59.08K	-14.16%
Dec 31, 2025	INTELLIGENCE DRIVEN ADVISERS, LLC	0.41%	248.6K	68.85M	-18.7K	-7.00%
Dec 31, 2025	WHARTON BUSINESS GROUP, LLC	0.34%	201.17K	55.71M	3.78K	+1.91%
Dec 31, 2025	DAVENPORT & CO LLC	0.31%	184.77K	51.17M	12.5K	+7.26%
Dec 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.27%	161.05K	44.6M	-10.57K	-6.16%
Dec 31, 2025	KINGDOM FINANCIAL GROUP LLC.	0.26%	154.57K	42.81M	92.21K	+147.89%
Dec 31, 2025	RICHARD P SLAUGHTER ASSOCIATES INC	0.26%	155.38K	43.03M	2.43K	+1.59%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.26%	153.6K	42.54M	6.64K	+4.52%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.24%	144.38K	39.99M	28.55K	+24.64%
Dec 31, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.23%	139.16K	38.56M	18.15K	+15.00%
Dec 31, 2025	MONECO ADVISORS, LLC	0.23%	136.48K	37.8M	9.23K	+7.25%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	9.82%	5.88M	1.63B	-64.96K	-1.09%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	7.87%	4.75M	1.32B	-39.17K	-0.82%
Dec 31, 2025	VALMARK ADVISERS, INC.	0.17%	102.59K	28.41M	-1.72K	-1.65%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.43%	2.12M	586.14M	3.81K	+0.18%
Dec 31, 2025	FIRST CITIZENS BANK & TRUST CO	7.37%	4.55M	260.1M	-27.16K	-0.59%
Dec 31, 2025	MORGAN STANLEY	2.14%	1.32M	366.18M	15.71K	+1.20%
Dec 31, 2025	BOULAY FINANCIAL ADVISORS, LLC	0.98%	589.15K	163.16M	16.95K	+2.96%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.88%	540.22K	149.73M	-30.26K	-5.30%
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.84%	505.01K	139.86M	3.9K	+0.78%
Dec 31, 2025	LIDO ADVISORS, LLC	0.77%	459.01K	127.06M	-13.59K	-2.88%
Dec 31, 2025	SVB WEALTH LLC	0.5%	302.46K	83.76M	-19.54K	-6.07%
Dec 31, 2025	ROYAL BANK OF CANADA	0.41%	255.83K	70.85M	14.69K	+6.09%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.27%	165.71K	45.89M	11.8K	+7.66%
Dec 31, 2025	PROFICIO CAPITAL PARTNERS LLC	0.2%	118.69K	32.87M	118.69K	+100.00%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	1.03%	638.12K	176.72M	12.37K	+1.98%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.86%	520.23K	144.07M	24.23K	+4.89%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.85%	515.89K	142.87M	-67.02K	-11.50%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.44%	269.24K	74.56M	267.74K	+17,849.33%
Dec 31, 2025	SOA WEALTH ADVISORS, LLC.	0.41%	250.27K	69.31M	-1.35K	-0.54%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.17%	101.94K	28.23M	43.35K	+73.98%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.17%	100.91K	27.95M	3.39K	+3.48%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.16%	97.16K	26.91M	-9.94K	-9.28%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.16%	94.47K	26.16M	1.53K	+1.64%
Dec 31, 2025	M&T BANK CORP	0.15%	88.45K	24.5M	-10.38K	-10.50%
Dec 31, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.15%	87.96K	24.36M	2K	+2.33%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	5.88%	3.54M	981.52M	364.28K	+11.46%
Dec 31, 2025	LPL FINANCIAL LLC	4%	2.39M	662.06M	2.46K	+0.10%
Dec 31, 2025	MARINER, LLC	2.43%	1.47M	406.01M	5.3K	+0.36%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.61%	361.06K	98.8M	15.79K	+4.57%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.7%	413K	113.02M	-92.79K	-18.35%
Sep 30, 2025	BRYN MAWR TRUST CO	0.63%	375.29K	102.7M	-3.4K	-0.90%
Sep 30, 2025	SVB WEALTH LLC	0.54%	322K	88.11M	-610	-0.19%
Sep 30, 2025	INTELLIGENCE DRIVEN ADVISERS, LLC	0.45%	267.3K	73.15M	-3.85K	-1.42%
Sep 30, 2025	FIRST CITIZENS ASSET MANAGEMENT, INC.	0.5%	296.54K	81.15M	21.38K	+7.77%
Sep 30, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.44%	258.49K	70.74M	23.92K	+10.20%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.28%	164.23K	44.94M	1.69K	+1.04%
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.85%	501.12K	137.13M	27.02K	+5.70%
Sep 30, 2025	MONECO ADVISORS, LLC	0.22%	127.25K	34.82M	5K	+4.09%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.19%	112.53K	30.79M	819	+0.73%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.18%	109.42K	29.94M	-6.88K	-5.91%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.18%	109.09K	29.85M	91.44K	+518.33%
Sep 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.29%	171.63K	46.97M	-16.03K	-8.54%
Sep 30, 2025	HANTZ FINANCIAL SERVICES, INC.	0.28%	167.62K	45.87M	34.59K	+26.00%
Sep 30, 2025	PROSPERITY CONSULTING GROUP, LLC	0.28%	167.3K	45.78M	117.81K	+238.05%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.26%	153.92K	42.12M	-459	-0.30%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.21%	718.54K	196.63M	39.52K	+5.82%
Sep 30, 2025	FIRST CITIZENS INVESTOR SERVICES, INC.	0.47%	275.7K	75.45M	275.7K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.75%	442.84K	121.18M	-48.62K	-9.89%
Sep 30, 2025	RICHARD P SLAUGHTER ASSOCIATES INC	0.26%	152.96K	41.86M	-38.73K	-20.20%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.25%	146.96K	40.21M	10.69K	+7.84%
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0.23%	135.01K	36.94M	-7.66K	-5.37%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	10.04%	5.94M	1.63B	-159.04K	-2.61%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	8.1%	4.79M	1.31B	-234.05K	-4.66%
Sep 30, 2025	FIRST CITIZENS BANK & TRUST CO	7.74%	4.58M	252.56M	-240.58K	-4.99%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	5.37%	3.18M	869.83M	771.02K	+32.01%
Sep 30, 2025	LPL FINANCIAL LLC	4.04%	2.39M	653.52M	191.47K	+8.72%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.57%	2.11M	578.13M	-96.4K	-4.36%
Sep 30, 2025	MARINER, LLC	2.47%	1.46M	399.73M	-35.88K	-2.40%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.24%	1.33M	363.2M	926.62K	+231.30%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.84%	496K	135.73M	22.05K	+4.65%
Sep 30, 2025	LIDO ADVISORS, LLC	0.8%	472.6K	129.33M	713	+0.15%
Sep 30, 2025	SOA WEALTH ADVISORS, LLC.	0.43%	251.62K	68.86M	2.9K	+1.17%
Sep 30, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.42%	251.39K	68.79M	251.39K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.41%	241.14K	65.99M	906	+0.38%
Sep 30, 2025	WHARTON BUSINESS GROUP, LLC	0.33%	197.39K	54.02M	-240	-0.12%
Sep 30, 2025	DAVENPORT & CO LLC	0.29%	172.27K	47.14M	10.79K	+6.68%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.21%	124.35K	34.03M	105.18K	+548.83%
Sep 30, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.2%	121K	33.13M	9.33K	+8.35%
Sep 30, 2025	COMPTON WEALTH ADVISORY GROUP, LLC	0.2%	119.68K	32.75M	-1.59K	-1.31%
Sep 30, 2025	ASPIRE CAPITAL ADVISORS LLC	0.2%	116.95K	32M	735	+0.63%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.2%	115.84K	31.38M	17.52K	+17.82%
Sep 30, 2025	PORTFOLIO STRATEGIES, INC.	0.44%	260.38K	71.25M	-4.45K	-1.68%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.7%	417.11K	114.14M	235.96K	+130.26%
Sep 30, 2025	PROVISE MANAGEMENT GROUP, LLC	0.22%	130.63K	35.75M	-117	-0.09%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.59%	938.91K	256.93M	1.06K	+0.11%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.18%	107.1K	29.31M	-35.59K	-24.94%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.18%	104.31K	28.54M	544	+0.52%
Sep 30, 2025	LIFEWEALTH INVESTMENTS, LLC	0.17%	100.63K	27.54M	6.61K	+7.03%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.16%	97.52K	26.69M	3.08K	+3.26%
Sep 30, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.15%	85.96K	23.52M	2.52K	+3.02%
Sep 30, 2025	HOWARD BAILEY SECURITIES, LLC	0.14%	84.41K	23.1M	-2.34K	-2.70%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.14%	84.05K	23M	-1.2K	-1.41%
Sep 30, 2025	FORUM PRIVATE CLIENT GROUP LLC	0.14%	83.95K	22.97M	4.87K	+6.15%
Sep 30, 2025	FISCHER FINANCIAL SERVICES, INC.	0.14%	83.28K	22.79M	-43	-0.05%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.14%	80.54K	22.04M	52.29K	+185.11%
Sep 30, 2025	INVESTORS RESEARCH CORP	0.14%	80.54K	22.04M	2.76K	+3.55%
Sep 30, 2025	HIDDEN COVE WEALTH MANAGEMENT, LLC	0.13%	79.52K	21.76M	3.34K	+4.39%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.13%	78.62K	21.51M	-1.99K	-2.47%
Sep 30, 2025	JSF FINANCIAL, LLC	0.12%	72.64K	19.88M	-1.7K	-2.29%
Sep 30, 2025	MORGAN STANLEY	2.21%	1.31M	357.53M	19.69K	+1.53%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	1.06%	625.76K	171.24M	-2.1K	-0.33%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.99%	582.91K	159.51M	46	+0.01%
Sep 30, 2025	BOULAY FINANCIAL ADVISORS, LLC	0.97%	572.21K	156.58M	-14.07K	-2.40%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.96%	570.48K	152.02M	194.31K	+51.66%
Sep 30, 2025	VICTORY FINANCIAL GROUP, LLC	0.75%	441.66K	120.92M	-5.8K	-1.30%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.91%	505.79K	124.68M	25.19K	+5.24%
Jun 30, 2025	UBS GROUP AG	0.88%	491.46K	121.15M	32.05K	+6.98%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.72%	400.61K	98.75M	-11.07K	-2.69%
Jun 30, 2025	BOULAY FINANCIAL ADVISORS, LLC	1.05%	586.28K	144.52M	586.28K	+100.00%
Jun 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.34%	187.65K	46.26M	-17.07K	-8.34%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.33%	181.14K	44.65M	12.93K	+7.69%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.29%	162.54K	40.07M	7.71K	+4.98%
Jun 30, 2025	DAVENPORT & CO LLC	0.29%	161.48K	39.81M	16.04K	+11.03%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.08%	46.98K	11.58M	3.53K	+8.12%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.28%	154.37K	38.05M	-2.16K	-1.38%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.08%	46.93K	11.57M	-2.4K	-4.86%
Jun 30, 2025	BLUESPHERE ADVISORS, LLC	0.08%	45.19K	11.14M	-2.63K	-5.50%
Jun 30, 2025	SVB WEALTH LLC	0.58%	322.61K	79.53M	322.61K	+100.00%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.16%	90.43K	22.29M	11.04K	+13.90%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.15%	85.25K	21.01M	-4.28K	-4.78%
Jun 30, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.15%	83.44K	20.57M	17.33K	+26.21%
Jun 30, 2025	FIRST CITIZENS BANK & TRUST CO	8.65%	4.82M	187.64M	-90.56K	-1.84%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.68%	376.17K	92.81M	41.9K	+12.53%
Jun 30, 2025		1.05%	586.28K	209.54B	586.28K	+100.00%
Jun 30, 2025	VALMARK ADVISERS, INC.	0.19%	103.76K	25.58M	1.86K	+1.83%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	10.96%	6.1M	1.5B	72.25K	+1.20%
Jun 30, 2025	PORTFOLIO STRATEGIES, INC.	0.48%	264.83K	65.25M	-5.88K	-2.17%
Jun 30, 2025	SOA WEALTH ADVISORS, LLC.	0.45%	248.72K	61.31M	13.52K	+5.75%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.22%	120.12K	29.61M	70.52K	+142.17%
Jun 30, 2025	PAUL DAMON & ASSOCIATES, INC.	0.11%	63.14K	15.57M	1.96K	+3.20%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.24%	136.27K	33.59M	136.27K	+100.00%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.2%	111.71K	27.54M	-539	-0.48%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	1.13%	627.86K	154.77M	28.3K	+4.72%
Jun 30, 2025	PROFICIO CAPITAL PARTNERS LLC	0.27%	150.03K	36.98M	150.03K	+100.00%
Jun 30, 2025	HANTZ FINANCIAL SERVICES, INC.	0.24%	133.03K	32.79M	-1.34K	-1.00%
Jun 30, 2025	PROVISE MANAGEMENT GROUP, LLC	0.23%	130.75K	32.23M	-526	-0.40%
Jun 30, 2025	MONECO ADVISORS, LLC	0.22%	122.25K	30.14M	7.38K	+6.42%
Jun 30, 2025	COMPTON WEALTH ADVISORY GROUP, LLC	0.22%	121.27K	29.89M	-1.74K	-1.41%
Jun 30, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.2%	111.68K	27.55M	12.51K	+12.62%
Jun 30, 2025	M&T BANK CORP	0.18%	102.76K	25.33M	-677	-0.65%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.18%	98.31K	24.06M	23.62K	+31.63%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.17%	94.44K	23.28M	12.51K	+15.27%
Jun 30, 2025	INVESTORS RESEARCH CORP	0.14%	77.78K	19.17M	5.21K	+7.19%
Jun 30, 2025	BUSH INVESTMENT GROUP, LLC	0.16%	91.57K	22.57M	-11.18K	-10.88%
Jun 30, 2025	MARINER, LLC	2.69%	1.5M	368.93M	-90.67K	-5.71%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.68%	937.85K	231.19M	-47.87K	-4.86%
Jun 30, 2025	VICTORY FINANCIAL GROUP, LLC	0.8%	447.46K	110.3M	31.64K	+7.61%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.62%	345.26K	85.11M	-51.53K	-12.99%
Jun 30, 2025	ROYAL BANK OF CANADA	0.43%	240.23K	59.22M	-15.19K	-5.95%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.21%	116.3K	28.67M	13.27K	+12.88%
Jun 30, 2025	ASPIRE CAPITAL ADVISORS LLC	0.21%	116.22K	28.65M	3.79K	+3.37%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.85%	473.95K	116.83M	-4.38K	-0.92%
Jun 30, 2025	JSF FINANCIAL, LLC	0.13%	74.34K	18.33M	5.47K	+7.94%
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0.26%	142.66K	35.17M	12.24K	+9.38%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.41%	226.28K	55.78M	-4.71K	-2.04%
Jun 30, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.42%	234.57K	57.82M	17.3K	+7.96%
Jun 30, 2025	BRYN MAWR TRUST CO	0.68%	378.68K	93.35M	-28.56K	-7.01%
Jun 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.85%	474.1K	116.87M	-23.41K	-4.70%
Jun 30, 2025	MCADAM, LLC	0.09%	52.52K	12.95M	-7.21K	-12.07%
Jun 30, 2025	ONE CAPITAL MANAGEMENT, LLC	0.11%	62.07K	15.3M	-164.15K	-72.56%
Jun 30, 2025	COSNER FINANCIAL GROUP, LLC	0.11%	61.58K	15.18M	5.74K	+10.27%
Jun 30, 2025	HORST & GRABEN WEALTH MANAGEMENT LLC	0.11%	59.89K	14.76M	-7.59K	-11.25%
Jun 30, 2025	WHARTON BUSINESS GROUP, LLC	0.35%	197.63K	48.72M	1.73K	+0.88%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.53%	294.5K	72.6M	-125.2K	-29.83%
Jun 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.11%	58.76K	14.49M	4.51K	+8.31%
Jun 30, 2025	CERTIFIED ADVISORY CORP	0.1%	58.36K	14.39M	4.26K	+7.88%
Jun 30, 2025	KINGDOM FINANCIAL GROUP LLC.	0.09%	50.79K	12.52M	-36.07K	-41.52%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.26%	142.69K	35.18M	6.05K	+4.43%
Jun 30, 2025	PROSPERITY CONSULTING GROUP, LLC	0.09%	49.49K	12.2M	654	+1.34%
Jun 30, 2025	FIRST CITIZENS ASSET MANAGEMENT, INC.	0.49%	275.16K	67.83M	-22.44K	-7.54%
Jun 30, 2025	INTELLIGENCE DRIVEN ADVISERS, LLC	0.49%	271.15K	66.84M	45.52K	+20.17%
Jun 30, 2025	SIMPLICITY WEALTH,LLC	0.2%	113.25K	27.92M	55.91K	+97.52%
Jun 30, 2025	LIDO ADVISORS, LLC	0.85%	471.89K	116.33M	-29.13K	-5.81%
Jun 30, 2025	RICHARD P SLAUGHTER ASSOCIATES INC	0.34%	191.68K	47.25M	-3.85K	-1.97%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	9.03%	5.03M	1.24B	-96.17K	-1.88%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	4.33%	2.41M	594.62M	-6.46K	-0.27%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.97%	2.21M	544.56M	19.98K	+0.91%
Jun 30, 2025	LPL FINANCIAL LLC	3.95%	2.2M	541.51M	14K	+0.64%
Jun 30, 2025	MORGAN STANLEY	2.31%	1.29M	317.22B	64.81K	+5.30%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.22%	679.02K	167.38M	317.83K	+87.99%
Jun 30, 2025	TRUIST FINANCIAL CORP	1.05%	582.86K	143.68M	-70.91K	-10.85%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.2%	103.03K	21.73M	-9.2K	-8.20%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.8%	411.68K	86.84M	-2.38M	-85.27%
Mar 31, 2025	WAVERLY ADVISORS, LLC	0.22%	112.25K	23.68M	280	+0.25%
Mar 31, 2025	LPL FINANCIAL LLC	4.24%	2.18M	460.42M	-29.96K	-1.35%
Mar 31, 2025	BRYN MAWR TRUST CO	0.79%	407.24K	85.9M	-20.38K	-4.77%
Mar 31, 2025	INTELLIGENCE DRIVEN ADVISERS, LLC	0.44%	225.63K	47.59M	-2.11K	-0.93%
Mar 31, 2025	HANTZ FINANCIAL SERVICES, INC.	0.26%	134.37K	28.34M	-74.08K	-35.54%
Mar 31, 2025	MONECO ADVISORS, LLC	0.22%	114.85K	24.23M	18K	+18.59%
Mar 31, 2025	PROVISE MANAGEMENT GROUP, LLC	0.25%	131.28K	27.69M	4.6K	+3.63%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.27%	136.64K	28.82M	-41.9K	-23.47%
Mar 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0.44%	226.22K	47.72M	-9.5K	-4.03%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.45%	230.98K	48.72M	-7.56K	-3.17%
Mar 31, 2025	SOA WEALTH ADVISORS, LLC.	0.46%	235.2K	49.61M	-62.09K	-20.88%
Mar 31, 2025	M&T BANK CORP	0.2%	103.44K	21.82M	96	+0.09%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.3%	154.83K	32.66M	2.4K	+1.57%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.3%	156.53K	33.02M	-33.37K	-17.57%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.31%	158.17K	35.76M	4.86K	+3.17%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.32%	162.74K	38.29M	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.33%	168.21K	35.48M	-122.67K	-42.17%
Mar 31, 2025	RICHARD P SLAUGHTER ASSOCIATES INC	0.38%	195.54K	41.25M	131.98K	+207.65%
Mar 31, 2025	ROYAL BANK OF CANADA	0.5%	255.42K	53.88M	11.94K	+4.90%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.77%	396.79K	83.7M	-5.28K	-1.31%
Mar 31, 2025	COMPTON WEALTH ADVISORY GROUP, LLC	0.24%	123K	25.95M	-1.54K	-1.23%
Mar 31, 2025	DAVENPORT & CO LLC	0.28%	145.44K	30.68M	54.28K	+59.55%
Mar 31, 2025	PORTFOLIO STRATEGIES, INC.	0.53%	270.71K	57.1M	-1.28K	-0.47%
Mar 31, 2025	FIRST CITIZENS ASSET MANAGEMENT, INC.	0.58%	297.6K	62.77M	-9.04K	-2.95%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.65%	334.27K	70.57M	-85.03K	-20.28%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.7%	361.19K	76.19M	-103.33K	-22.24%
Mar 31, 2025	STERLING CAPITAL MANAGEMENT LLC	0.25%	130.42K	27.51M	-3.64K	-2.72%
Mar 31, 2025	VICTORY FINANCIAL GROUP, LLC	0.81%	415.82K	87.43M	151.7K	+57.43%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.81%	419.7K	88.53M	122.8K	+41.36%
Mar 31, 2025	FIRST CITIZENS BANK & TRUST CO	9.52%	4.91M	35.37M	-137.84K	-2.73%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	9.94%	5.12M	1.08B	-241.08K	-4.49%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.93%	478.33K	100.9M	27.03K	+5.99%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.93%	480.6K	101.38M	-107.91K	-18.34%
Mar 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.97%	497.5K	104.94M	-6.04K	-1.20%
Mar 31, 2025	LIDO ADVISORS, LLC	0.97%	501.01K	105.68M	511	+0.10%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	1.16%	599.56K	126.47M	-50.46K	-7.76%
Mar 31, 2025	TRUIST FINANCIAL CORP	1.27%	653.77K	137.91M	-10.55K	-1.59%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.91%	985.73K	207.93M	-693.44K	-41.30%
Mar 31, 2025	MORGAN STANLEY	2.37%	1.22M	257.78M	-211.51K	-14.75%
Mar 31, 2025	MARINER, LLC	3.08%	1.59M	334.82M	90K	+6.01%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.25%	2.19M	461.77M	679.93K	+45.05%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	4.69%	2.42M	509.4M	50.43K	+2.13%
Mar 31, 2025	UBS GROUP AG	0.89%	459.41K	96.91M	56.89K	+14.13%
Mar 31, 2025	ASPIRE CAPITAL ADVISORS LLC	0.22%	112.43K	23.71M	-11.53K	-9.30%
Mar 31, 2025	WHARTON BUSINESS GROUP, LLC	0.38%	195.9K	41.32M	1.24K	+0.63%
Mar 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.4%	204.73K	43.19M	-46.5K	-18.51%
Mar 31, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.42%	217.28K	45.83M	-28.17K	-11.48%
Mar 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	11.7%	6.03M	1.27B	-215.35K	-3.45%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.32%	148.07K	28.89M	30.74K	+26.20%
Mar 31, 2024	DAVENPORT & CO LLC	0.14%	76.3K	14.89M	-20.92K	-21.51%
Mar 31, 2024	HORST & GRABEN WEALTH MANAGEMENT LLC	0.16%	89.6K	17.48M	-19.61K	-17.96%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.17%	91.71K	17.89M	20.03K	+27.94%
Mar 31, 2024	PROVISE MANAGEMENT GROUP, LLC	0.17%	94.89K	18.51M	18.1K	+23.58%
Mar 31, 2024	VALMARK ADVISERS, INC.	0.17%	94.95K	18.52M	5.9K	+6.62%
Mar 31, 2024	M&T BANK CORP	0.18%	100.61K	19.63M	-1.17K	-1.14%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	3.2%	1.74M	340.06M	170.41K	+10.83%
Mar 31, 2024	ONE CAPITAL MANAGEMENT, LLC	0.5%	232.04K	45.27M	-2.95K	-1.25%
Mar 31, 2024	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.55%	252.44K	48.59M	14.71K	+6.19%
Mar 31, 2024	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.6%	276.58K	53.96M	276.58K	+100.00%
Mar 31, 2024	FIRST CITIZENS BANK & TRUST CO	11.76%	5.43M	58.62M	681.66K	+14.37%
Mar 31, 2024	TIAA TRUST, NATIONAL ASSOCIATION	12.98%	5.99M	1.17B	-93.29K	-1.53%
Mar 31, 2024	SIMPLICITY WEALTH,LLC	0.24%	111.44K	21.74M	2.84K	+2.61%
Mar 31, 2024	WILLIAMS FINANCIAL, LLC	0.25%	113.15K	22.07M	113.15K	+100.00%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.26%	120.56K	23.52M	23.67K	+24.43%
Mar 31, 2024	WEALTHCARE ADVISORY PARTNERS LLC	0.27%	124.59K	24.31M	6.94K	+5.90%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.28%	130.84K	25.53M	49.14K	+60.14%
Mar 31, 2024	ATLANTIC UNION BANKSHARES CORP	0.75%	345.89K	67.48M	6.26K	+1.84%
Mar 31, 2024	FIRST CITIZENS ASSET MANAGEMENT, INC.	0.88%	406.6K	79.33M	351	+0.09%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.93%	508.28K	99.19M	-602.88K	-54.26%
Mar 31, 2024	BRYN MAWR TRUST CO	1%	460.95K	89.93M	460.95K	+100.00%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	1.29%	594.18K	115.92M	-664.53K	-52.79%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	1.3%	597.85K	116.64M	87.72K	+17.20%
Mar 31, 2024	TRUIST FINANCIAL CORP	1.49%	688.63K	134.35M	33.05K	+5.04%
Mar 31, 2024	MARINER, LLC	1.84%	849.49K	165.74M	621.57K	+272.72%
Mar 31, 2024	CLARK CAPITAL MANAGEMENT GROUP, INC.	1.97%	907.82K	177.12M	171.75K	+23.33%
Mar 31, 2024	MORGAN STANLEY	2.25%	1.23M	239.2M	73.64K	+6.39%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.63%	1.43M	279.62M	276.82K	+23.94%
Mar 31, 2024	LPL FINANCIAL LLC	2.88%	1.57M	306.28M	309.07K	+24.51%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	3.75%	1.73M	338.03M	1.73M	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	4.84%	2.64M	515.05M	493.7K	+23.00%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	12.48%	5.76M	1.12B	731.19K	+14.54%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.22%	103.28K	20.15M	16.55K	+19.08%
Mar 31, 2024	BUSH INVESTMENT GROUP, LLC	0.22%	103.36K	20.16M	1.37K	+1.34%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.24%	109.91K	21.44M	13.97K	+14.56%
Mar 31, 2024	9258 WEALTH MANAGEMENT, LLC	0.24%	110.81K	21.62M	2.24K	+2.06%
Mar 31, 2024	ASPIRE CAPITAL ADVISORS LLC	0.24%	111.12K	21.68M	5.15K	+4.86%
Mar 31, 2024	COMPTON WEALTH ADVISORY GROUP, LLC	0.31%	142.71K	27.84M	-1.53K	-1.06%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.31%	170.31K	33.23M	-10.43K	-5.77%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.33%	178.54K	34.83M	-35.56K	-16.61%
Mar 31, 2024	VICTORY FINANCIAL GROUP, LLC	0.33%	153.16K	29.88M	31.34K	+25.73%
Mar 31, 2024	MGO ONE SEVEN LLC	0.36%	166.24K	32.43M	5.18K	+3.22%
Mar 31, 2024	WHARTON BUSINESS GROUP, LLC	0.43%	199.75K	38.97M	-26.06K	-11.54%
Mar 31, 2024	ROYAL BANK OF CANADA	0.45%	242.95K	47.4M	20.75K	+9.34%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.49%	227.21K	44.33M	61.23K	+36.89%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.55%	254.98K	49.75M	153.92K	+152.30%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.57%	308.45K	60.18M	51.65K	+20.11%
Mar 31, 2024	UBS GROUP AG	0.58%	315.16K	61.49M	-2.67K	-0.84%
Mar 31, 2024	SVB WEALTH LLC	0.6%	275.72K	53.79M	133.4K	+93.73%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.66%	362.27K	70.68M	-6.88K	-1.86%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.67%	310.64K	60.61M	202.07K	+186.12%
Mar 31, 2024	SOA WEALTH ADVISORS, LLC.	0.7%	321.52K	62.73M	2.6K	+0.82%
Mar 31, 2024	INTELLIGENCE DRIVEN ADVISERS, LLC	0.72%	334.3K	65.22M	91.57K	+37.73%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.73%	399.08K	77.86M	40.12K	+11.18%
Mar 31, 2024	PEGASUS PARTNERS LTD.	0.74%	341.88K	66.7M	72.92K	+27.11%
Mar 31, 2024	WJ WEALTH MANAGEMENT, LLC	0.12%	64.6K	12.6M	-52	-0.08%
Mar 31, 2024	STONEBRIDGE FINANCIAL PLANNING GROUP, LLC	0.13%	68.91K	13.44M	-1.36K	-1.94%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.14%	74.8K	14.59M	20.74K	+38.35%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.14%	75.11K	14.65M	22.87K	+43.79%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.73%	369.15K	64.68M	-38.13K	-9.36%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.71%	358.96K	62.9M	131.39K	+57.74%
Dec 31, 2023	ATLANTIC UNION BANKSHARES CORP	0.68%	339.63K	59.51M	1.13K	+0.33%
Dec 31, 2023	SOA WEALTH ADVISORS, LLC.	0.63%	318.92K	55.88M	8.19K	+2.64%
Dec 31, 2023	UBS GROUP AG	0.63%	317.82K	55.69M	18.63K	+6.23%
Dec 31, 2023	PEGASUS PARTNERS LTD.	0.54%	268.95K	47.13M	145.88K	+118.53%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.51%	256.8K	45M	30.17K	+13.31%
Dec 31, 2023	INTELLIGENCE DRIVEN ADVISERS, LLC	0.48%	242.73K	43.76M	-68.01K	-21.89%
Dec 31, 2023	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.47%	237.74K	41.66M	3.62K	+1.54%
Dec 31, 2023	ONE CAPITAL MANAGEMENT, LLC	0.47%	234.98K	41.17M	-21.16K	-8.26%
Dec 31, 2023	MARINER, LLC	0.45%	227.92K	39.94M	3.96K	+1.77%
Dec 31, 2023	WHARTON BUSINESS GROUP, LLC	0.45%	225.81K	39.57M	-80	-0.04%
Dec 31, 2023	ROYAL BANK OF CANADA	0.44%	222.2K	38.93M	3.36K	+1.54%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.43%	214.1K	37.52M	-36.66K	-14.62%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.36%	180.74K	31.69M	-51.66K	-22.23%
Dec 31, 2023	PORTFOLIO STRATEGIES, INC.	0.34%	172.3K	30.2M	77K	+80.79%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.33%	165.98K	29.08M	30.91K	+22.88%
Dec 31, 2023	MGO ONE SEVEN LLC	0.32%	161.06K	28.22M	3.55K	+2.25%
Dec 31, 2023	COMPTON WEALTH ADVISORY GROUP, LLC	0.29%	144.24K	25.27M	9.06K	+6.70%
Dec 31, 2023	SVB WEALTH LLC	0.28%	142.32K	24.94M	136.65K	+2,410.94%
Dec 31, 2023		0.2%	101.99K	19.05M	101.99K	+100.00%
Dec 31, 2023	WEALTHCARE ADVISORY PARTNERS LLC	0.23%	117.66K	20.62M	14.28K	+13.81%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.23%	117.33K	21.34M	12.88K	+12.33%
Dec 31, 2023	CRUMLY & ASSOCIATES INC.	0.22%	110.94K	19.44M	73.49K	+196.25%
Dec 31, 2023	HORST & GRABEN WEALTH MANAGEMENT LLC	0.22%	109.21K	19.14M	7.95K	+7.85%
Dec 31, 2023	SIMPLICITY WEALTH,LLC	0.22%	108.6K	19.03M	-3.33K	-2.97%
Dec 31, 2023	9258 WEALTH MANAGEMENT, LLC	0.22%	108.58K	19.02M	12.09K	+12.53%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.22%	108.57K	18.91M	60.15K	+124.20%
Dec 31, 2023	ASPIRE CAPITAL ADVISORS LLC	0.21%	105.98K	18.57M	1.57K	+1.50%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.2%	102.7K	18M	10.4K	+11.27%
Dec 31, 2023	M&T BANK CORP	0.2%	101.77K	17.83M	-7.09K	-6.51%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.2%	101.45K	17.78M	8.45K	+9.09%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.2%	101.06K	17.71M	47.46K	+88.53%
Dec 31, 2023	DAVENPORT & CO LLC	0.19%	97.22K	17.03M	5.22K	+5.67%
Dec 31, 2023	FIRST CITIZENS BANK & TRUST CO	9.44%	4.74M	831.31M	283.74K	+6.36%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	4.27%	2.15M	376.06M	1.76M	+454.58%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	3.13%	1.57M	275.6M	224.85K	+16.68%
Dec 31, 2023	LPL FINANCIAL LLC	2.51%	1.26M	220.91M	163.46K	+14.90%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	2.5%	1.26M	230.41M	134.18K	+11.93%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.3%	1.16M	202.63M	485.79K	+72.44%
Dec 31, 2023	MORGAN STANLEY	2.29%	1.15M	201.92M	107.23K	+10.26%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	2.21%	1.11M	194.76M	584.87K	+111.13%
Dec 31, 2023	CLARK CAPITAL MANAGEMENT GROUP, INC.	1.46%	736.07K	128.97M	705.33K	+2,294.19%
Dec 31, 2023	BAYSTATE WEALTH MANAGEMENT LLC	1.34%	673.69K	118.04M	-6.36K	-0.94%
Dec 31, 2023	TRUIST FINANCIAL CORP	1.3%	655.58K	114.87M	55.02K	+9.16%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	1.01%	510.12K	89.38M	13.38K	+2.69%
Dec 31, 2023	FIRST CITIZENS ASSET MANAGEMENT, INC.	0.81%	406.25K	71.39M	148.34K	+57.51%

Frequently Asked Questions