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

Who are the major shareholders selling John Hancock Investments - Multifactor Large Cap ETF stock?

IAM ADVISORY, LLC, in the last quarter, reduced its stake in JHML by -0.56% restricting it's holding to 160.63 thousand shares of worth nearly $14.33M. MORGAN STANLEY also lessened -0.06% of the JHML shares from its portfolio, reducing its holding to 422.59 thousand shares of worth $37.69M. GRIMES & COMPANY, INC. also shunned JHML shares holding by -2.63% last quarter which brought its holding to 1.52 million shares worth $135.13M.

Investors who are buying JHML stock?

As per its latest 13F filing, COMMONWEALTH EQUITY SERVICES, LLC increased its stake in JHML by 2.38% in the last quarter. The institutional holder raised its holding to 479.58 thousand shares having worth more than $42.77M. SANCHEZ WEALTH MANAGEMENT GROUP also added 3.06% more shares of JHML to its portfolio, raising its holding to 519.37 thousand shares of worth $46.32M. LPL FINANCIAL LLC also increased its JHML shares holding by 0.38% which brought its holding to 994.62 thousand shares worth $88.70M.

JHML's major insiders: who are they?

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

Did an insider recently sell JHML stock?

Company executives, directors, and other insiders own N/A percent of John Hancock Investments - Multifactor Large Cap ETF's stock. Within the last six months, there have been 0 transaction(s) in which JHML insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased JHML stock?

There have been 0 transaction(s) during the past 6-months in which John Hancock Investments - Multifactor Large Cap ETF insiders have bought stock, totalling 0 shares

How much of JHML does insiders own?

Around 0 John Hancock Investments - Multifactor Large Cap ETF shares are held by insiders, which represents about N/A of JHML stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in JHML?

IAM ADVISORY, LLC is the largest institutional owner in JHML which holds 160.63 thousand shares worth $14.33M or 1.23% of the total JHML shares outstanding followed by MORGAN STANLEY with ownership of 422.59 thousand shares representing 3.24% of the JHML ownership. COMMONWEALTH EQUITY SERVICES, LLC is the third largest stakeholder with 479.58 thousand shares or 3.68% of the ownership worth more than $42.77M.

Is John Hancock Investments - Multifactor Large Cap 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 JHML is concerned, it is a stock which is optionable.

Is there a short position on JHML's shares?

Number of JHML 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 JHML shares are there?

As of today, null shares of JHML are outstanding.

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

JHML 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 JHML is null.

John Hancock Investments - Multifactor Large Cap ETF (JHML) 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. IAM ADVISORY, LLC is the top corporate investor, holding 160.63K shares valued at $14.33M. A 1.23% stake in John Hancock Investments - Multifactor Large Cap ETF is owned by the company. MORGAN STANLEY owns 422.59K shares valued at $37.69M, which translates its holding of 3.24% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	IAM ADVISORY, LLC	1.23%	160.63K	14.33M	-897	-0.56%
Jun 30, 2026	MORGAN STANLEY	3.24%	422.59K	37.69M	-260	-0.06%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	3.68%	479.58K	42.77M	11.13K	+2.38%
Jun 30, 2026	SANCHEZ WEALTH MANAGEMENT GROUP	3.99%	519.37K	46.32M	15.42K	+3.06%
Jun 30, 2026	LPL FINANCIAL LLC	7.64%	994.62K	88.7M	3.8K	+0.38%
Jun 30, 2026	GRIMES & COMPANY, INC.	11.63%	1.52M	135.13M	-40.95K	-2.63%
Jun 30, 2026	FCA CORP /TX	0.29%	37.45K	3.34M	1.32K	+3.65%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.33%	43.1K	3.84M	2.14K	+5.23%
Jun 30, 2026	CORECAP ADVISORS, LLC	0.5%	65.44K	5.84M	3.6K	+5.81%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.07%	9.15K	815.73K	9.15K	+100.00%
Jun 30, 2026	PMG WEALTH MANAGEMENT, INC.	0.64%	83.68K	7.46M	5.6K	+7.17%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.3%	38.99K	3.48M	-2.08K	-5.07%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	0.08%	10.31K	919.03K	-159	-1.52%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.1%	13.63K	1.22M	-242	-1.74%
Jun 30, 2026	ERN FINANCIAL, LLC	1.04%	135.56K	12.09M	2.63K	+1.98%
Jun 30, 2026	SIMPLICITY WEALTH,LLC	1.5%	195.14K	17.4M	26.73K	+15.87%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.93%	250.75K	22.36M	-4.35K	-1.70%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	2.28%	297.06K	26.49M	-2.92K	-0.97%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.62%	341.7K	30.47M	-3.08K	-0.89%
Jun 30, 2026	CHILTON CAPITAL MANAGEMENT LLC	0.08%	10.3K	918.91K	-631	-5.77%
Jun 30, 2026	AMPLIUS WEALTH ADVISORS, LLC	0.09%	11.75K	1.05M	0	0
Jun 30, 2026	PERENNIAL INVESTMENT ADVISORS, LLC	0.08%	9.93K	885.25K	-328	-3.20%
Jun 30, 2026	ADVISORY SOLUTIONS GROUP, LLC	0.09%	11.92K	1.06M	11.92K	+100.00%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.16%	20.71K	1.85M	20.71K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.21%	26.83K	2.39M	2.79K	+11.58%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.59%	206.7K	18.14M	16.21K	+8.51%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.16%	281.65K	25.12M	-245	-0.09%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	6.41%	834.42K	74.41M	3.78K	+0.45%
Jun 30, 2026	CAPITAL ADVISORS, LTD. LLC	0.03%	4.48K	400K	0	0
Jun 30, 2026	VESTGEN ADVISORS, LLC	0.04%	5.04K	449.38K	-4.77K	-48.61%
Jun 30, 2026	KRAFT, DAVIS & ASSOCIATES, LLC	0.04%	5.2K	460.1K	0	0
Jun 30, 2026	BEIRNE WEALTH CONSULTING SERVICES, LLC	0.04%	5.35K	476.73K	-484	-8.30%
Jun 30, 2026	JAMES J. BURNS & COMPANY, LLC	0.05%	6.04K	538.65K	0	0
Jun 30, 2026	SAGEWORTH TRUST CO OF SOUTH DAKOTA	0.05%	6.15K	548.19K	0	0
Jun 30, 2026	VENTURE VISIONARY PARTNERS LLC	0.05%	6.5K	579.67K	0	0
Jun 30, 2026	AVANT CAPITAL LLC	0.05%	6.53K	582.11K	15	+0.23%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.07%	8.46K	754.41K	114	+1.37%
Jun 30, 2026		0.09%	11.92K	1.06M	11.92K	+100.00%
Jun 30, 2026	GOODMAN ADVISORY GROUP, LLC	0.11%	14.3K	1.28M	-988	-6.46%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.11%	14.52K	1.29M	2.13K	+17.17%
Jun 30, 2026	OPPENHEIMER & CO INC	0.12%	15.35K	1.37M	-72	-0.47%
Jun 30, 2026	JPMORGAN CHASE & CO	0.12%	15.77K	1.4M	2.12K	+15.55%
Jun 30, 2026	SIGFIG WEALTH MANAGEMENT, LLC	0.13%	16.39K	1.45M	-126	-0.76%
Jun 30, 2026	FOUNDRY FINANCIAL GROUP, INC.	0.13%	17.41K	1.55M	-1.81K	-9.43%
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.16%	20.46K	1.82M	0	0
Jun 30, 2026	ROSSMORE PRIVATE CAPITAL	0.17%	21.55K	1.92M	-500	-2.27%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.18%	23.84K	2.13M	-98	-0.41%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	37.19K	3.32M	3.96K	+11.91%
Jun 30, 2026	PARSONS CAPITAL MANAGEMENT INC/RI	0.34%	44.36K	3.96M	-965	-2.13%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.48%	62.77K	5.6M	-672	-1.06%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.49%	63.3K	5.65M	206	+0.33%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	3.84%	499.79K	44.57M	12.51K	+2.57%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	1.21%	157.75K	14.07M	-7.02K	-4.26%
Jun 30, 2026	SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP	0.5%	64.64K	5.76M	-1.23K	-1.87%
Jun 30, 2026	MARINER, LLC	0.07%	9.56K	852.56K	659	+7.40%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	10.26%	1.34M	119.15M	-22.99K	-1.69%
Jun 30, 2026	COLUMBIA ADVISORY PARTNERS LLC	0.06%	7.95K	709.33K	21	+0.26%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.49%	64.12K	5.72M	1.7K	+2.72%
Jun 30, 2026	UBS GROUP AG	0.71%	92.41K	8.24M	-2.09K	-2.21%
Jun 30, 2026	COOPER FINANCIAL GROUP	1.08%	140.54K	12.53M	-907	-0.64%
Jun 30, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	1.21%	157.81K	14.07M	-7.03K	-4.26%
Mar 31, 2026	SIMPLICITY WEALTH,LLC	1.28%	168.41K	13.18M	39.83K	+30.98%
Mar 31, 2026	IAM ADVISORY, LLC	1.23%	161.53K	12.64M	-922	-0.57%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	1.25%	164.77K	12.9M	104.77K	+174.61%
Mar 31, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	1.26%	164.84K	12.9M	104.66K	+173.93%
Mar 31, 2026	AMPLIUS WEALTH ADVISORS, LLC	0.09%	11.75K	919.67K	-618	-5.00%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.09%	12.39K	969.77K	4.86K	+64.54%
Mar 31, 2026	JPMORGAN CHASE & CO	0.1%	13.64K	1.04M	2.81K	+25.90%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.11%	13.87K	1.11M	2.37K	+20.64%
Mar 31, 2026	CWM, LLC	0.1%	13K	1.02M	355	+2.81%
Mar 31, 2026	ERN FINANCIAL, LLC	1.01%	132.92K	10.4M	1.42K	+1.08%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	1.45%	190.49K	14.57M	19.71K	+11.54%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.94%	255.1K	19.97M	7.89K	+3.19%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.15%	281.9K	22.06M	452	+0.16%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	2.28%	299.98K	23.48M	21.33K	+7.65%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.63%	344.78K	26.99M	-5.34K	-1.53%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	3.57%	468.45K	36.67M	-2.16K	-0.46%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.71%	487.28K	38.14M	46.65K	+10.59%
Mar 31, 2026	SANCHEZ WEALTH MANAGEMENT GROUP	3.84%	503.95K	39.44M	5.52K	+1.11%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	6.32%	830.64K	65.01M	-105.02K	-11.22%
Mar 31, 2026	LPL FINANCIAL LLC	7.54%	990.83K	77.55M	-63.01K	-5.98%
Mar 31, 2026	PERENNIAL INVESTMENT ADVISORS, LLC	0.08%	10.25K	802.5K	-487	-4.53%
Mar 31, 2026	GOODMAN ADVISORY GROUP, LLC	0.12%	15.29K	1.2M	-2.98K	-16.30%
Mar 31, 2026	ROSSMORE PRIVATE CAPITAL	0.17%	22.05K	1.73M	-1.5K	-6.37%
Mar 31, 2026	COOPER FINANCIAL GROUP	1.08%	141.44K	11.07M	4.4K	+3.21%
Mar 31, 2026	SIGFIG WEALTH MANAGEMENT, LLC	0.13%	16.51K	1.29M	-217	-1.30%
Mar 31, 2026	ELEVATION CAPITAL ADVISORY, LLC	0.13%	16.95K	1.33M	16.95K	+100.00%
Mar 31, 2026	FOUNDRY FINANCIAL GROUP, INC.	0.15%	19.22K	1.5M	-10.59K	-35.52%
Mar 31, 2026	JOURNEY STRATEGIC WEALTH LLC	0.18%	23.45K	1.84M	-1.54K	-6.17%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.18%	23.94K	1.87M	-161	-0.67%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.48%	62.42K	4.89M	17.48K	+38.91%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.48%	63.09K	4.94M	101	+0.16%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.48%	63.44K	4.97M	-94	-0.15%
Mar 31, 2026	SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP	0.5%	65.87K	5.16M	-90	-0.14%
Mar 31, 2026	PMG WEALTH MANAGEMENT, INC.	0.59%	78.08K	6.11M	33.9K	+76.75%
Mar 31, 2026	JAMES J. BURNS & COMPANY, LLC	0.05%	6.04K	472.75K	0	0
Mar 31, 2026	SAGEWORTH TRUST CO OF SOUTH DAKOTA	0.05%	6.15K	481.13K	0	0
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.05%	6.16K	482.07K	6.16K	+100.00%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.05%	6.28K	491.38K	0	0
Mar 31, 2026	VENTURE VISIONARY PARTNERS LLC	0.05%	6.5K	508.76K	0	0
Mar 31, 2026	AVANT CAPITAL LLC	0.05%	6.51K	509.69K	-29	-0.44%
Mar 31, 2026	COLUMBIA ADVISORY PARTNERS LLC	0.06%	7.93K	620.94K	-742	-8.55%
Mar 31, 2026	MARINER, LLC	0.07%	8.9K	696.68K	-640	-6.71%
Mar 31, 2026	VESTGEN ADVISORS, LLC	0.08%	9.81K	850.68K	9.81K	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.18%	24.04K	1.88M	-1.24K	-4.89%
Mar 31, 2026	WIN ADVISORS, INC	0.2%	26.77K	2.1M	26.77K	+100.00%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	33.23K	2.6M	-3.43K	-9.36%
Mar 31, 2026	FCA CORP /TX	0.28%	36.13K	2.83M	1.02K	+2.91%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.31%	40.96K	3.21M	5.46K	+15.36%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.31%	41.07K	3.21M	-499	-1.20%
Mar 31, 2026	PARSONS CAPITAL MANAGEMENT INC/RI	0.35%	45.32K	3.55M	2.16K	+5.00%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.47%	61.84K	4.84M	7.53K	+13.86%
Mar 31, 2026	UBS GROUP AG	0.72%	94.5K	7.4M	-68.23K	-41.93%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.73%	95.34K	7.46M	95.34K	+100.00%
Mar 31, 2026	MORGAN STANLEY	3.22%	422.85K	33.1M	1.2K	+0.28%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	10.88%	1.36M	106.39M	5.32K	+0.39%
Mar 31, 2026	GRIMES & COMPANY, INC.	11.85%	1.56M	121.8M	-26.96K	-1.70%
Mar 31, 2026	CHILTON CAPITAL MANAGEMENT LLC	0.08%	10.94K	855.88K	-51	-0.46%
Mar 31, 2026		0.09%	12.45K	974.23K	-673	-5.13%
Mar 31, 2026	OPPENHEIMER & CO INC	0.12%	15.42K	1.21M	127	+0.83%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.16%	20.46K	1.61M	-300	-1.44%
Dec 31, 2025	SIGFIG WEALTH MANAGEMENT, LLC	0.13%	16.73K	1.34M	-10.25K	-37.99%
Dec 31, 2025	GOODMAN ADVISORY GROUP, LLC	0.14%	18.27K	1.46M	-1.79K	-8.92%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.16%	20.76K	1.66M	-900	-4.15%
Dec 31, 2025	ROSSMORE PRIVATE CAPITAL	0.18%	23.55K	1.88M	-200	-0.84%
Dec 31, 2025	JOURNEY STRATEGIC WEALTH LLC	0.19%	24.99K	2M	450	+1.83%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.19%	24.1K	1.92M	-2.58K	-9.66%
Dec 31, 2025		0.1%	13.12K	1.05M	13.12K	+100.00%
Dec 31, 2025	JAMES J. BURNS & COMPANY, LLC	0.05%	6.04K	482.29K	0	0
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.05%	6.28K	501.3K	-10	-0.16%
Dec 31, 2025	SAGEWORTH TRUST CO OF SOUTH DAKOTA	0.05%	6.15K	490.84K	0	0
Dec 31, 2025	VENTURE VISIONARY PARTNERS LLC	0.05%	6.5K	519.03K	0	0
Dec 31, 2025	AVANT CAPITAL LLC	0.05%	6.54K	522.3K	-35	-0.53%
Dec 31, 2025	FOUNDRY FINANCIAL GROUP, INC.	0.24%	29.81K	2.38M	-10.67K	-26.36%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.27%	35.5K	2.83M	352	+1.00%
Dec 31, 2025	SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP	0.51%	65.96K	5.27M	1.86K	+2.90%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.34%	44.94K	3.59M	183	+0.41%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.68%	350.12K	27.96M	-160.68K	-31.46%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.3%	170.78K	13.64M	32.89K	+23.85%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.15%	281.45K	22.47M	-5.38K	-1.88%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	2.13%	278.66K	22.25M	13.98K	+5.28%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.89%	247.22K	19.74M	18.83K	+8.24%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.08%	10.22K	816.22K	-567	-5.26%
Dec 31, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.08%	10.74K	857.57K	-920	-7.89%
Dec 31, 2025	JPMORGAN CHASE & CO	0.08%	10.84K	865.41K	-2.19K	-16.80%
Dec 31, 2025	CHILTON CAPITAL MANAGEMENT LLC	0.08%	10.99K	877.23K	-499	-4.34%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.09%	11.5K	917.96K	-616	-5.09%
Dec 31, 2025	CITADEL ADVISORS LLC	0.1%	13.13K	1.05M	5.77K	+78.50%
Dec 31, 2025	FCA CORP /TX	0.27%	35.1K	2.8M	-3.62K	-9.34%
Dec 31, 2025	MORGAN STANLEY	3.22%	421.66K	33.67M	-20.96K	-4.73%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	10.3%	1.35M	108.07M	8.31K	+0.62%
Dec 31, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.34%	43.16K	3.45M	-613	-1.40%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.46%	60K	4.79M	6.21K	+11.53%
Dec 31, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.46%	60.18K	4.8M	-5.63K	-8.56%
Dec 31, 2025	ERN FINANCIAL, LLC	1.04%	131.51K	10.5M	14.02K	+11.93%
Dec 31, 2025	COOPER FINANCIAL GROUP	1.08%	137.04K	10.94M	26.84K	+24.35%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.43%	54.31K	4.34M	-10.95K	-16.78%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.06%	7.53K	601.27K	1.13K	+17.56%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.06%	7.75K	618.78K	2	+0.03%
Dec 31, 2025	BEIRNE WEALTH CONSULTING SERVICES, LLC	0.05%	6.94K	554.36K	-625	-8.26%
Dec 31, 2025	ROYAL BANK OF CANADA	0.05%	6.7K	535K	-784	-10.48%
Dec 31, 2025	UBS GROUP AG	1.24%	162.73K	12.99M	-3.49K	-2.10%
Dec 31, 2025	IAM ADVISORY, LLC	1.29%	162.45K	12.97M	-162.5K	-50.01%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	6.55K	523K	-3.36K	-33.86%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.35%	440.62K	35.18M	2.01K	+0.46%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	3.6%	470.61K	37.58M	-299	-0.06%
Dec 31, 2025	SANCHEZ WEALTH MANAGEMENT GROUP	3.94%	498.42K	39.8M	-4.01K	-0.80%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	7.15%	935.65K	74.71M	-7.42K	-0.79%
Dec 31, 2025	LPL FINANCIAL LLC	8.13%	1.05M	84.15M	-5.21K	-0.49%
Dec 31, 2025	GRIMES & COMPANY, INC.	12.53%	1.58M	126.41M	-25.13K	-1.56%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.04%	4.78K	385K	0	0
Dec 31, 2025	ORG PARTNERS LLC	0.04%	4.91K	391.98K	-2.58K	-34.49%
Dec 31, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.04%	5.2K	425.05K	0	0
Dec 31, 2025	SIMPLICITY WEALTH,LLC	1.02%	128.58K	10.27M	2.26K	+1.79%
Dec 31, 2025	COLUMBIA ADVISORY PARTNERS LLC	0.07%	8.68K	692.72K	-1.46K	-14.39%
Dec 31, 2025	MARINER, LLC	0.07%	9.54K	761.85K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.19%	25.28K	2.02M	-5.78K	-18.60%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	36.66K	2.93M	3.5K	+10.55%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.32%	41.57K	3.32M	-1.8K	-4.14%
Dec 31, 2025	PMG WEALTH MANAGEMENT, INC.	0.35%	44.17K	3.53M	3.99K	+9.93%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.49%	63.54K	5.07M	-4.63K	-6.79%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.5%	62.99K	5.03M	718	+1.15%
Dec 31, 2025	CWM, LLC	0.1%	12.65K	1.01M	19	+0.15%
Dec 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.1%	12.37K	987.59K	0	0
Dec 31, 2025	OPPENHEIMER & CO INC	0.12%	15.3K	1.22M	933	+6.50%
Sep 30, 2025	CWM, LLC	0.09%	12.63K	990K	-1.63K	-11.44%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	10%	1.35M	105.44M	17.65K	+1.33%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.33%	44.75K	3.51M	2.17K	+5.08%
Sep 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.16%	21.02K	1.65M	-933	-4.25%
Sep 30, 2025	GRIMES & COMPANY, INC.	11.96%	1.61M	126.04M	-27.99K	-1.71%
Sep 30, 2025	SIMPLICITY WEALTH,LLC	0.94%	126.32K	9.9M	-56.3K	-30.83%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.49%	65.26K	5.11M	5.33K	+8.90%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	3.26%	438.61K	34.37M	77.85K	+21.58%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.26%	35.15K	2.75M	-2.59K	-6.87%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.51%	68.16K	5.34M	-2.78K	-3.91%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	33.16K	2.6M	-1.68K	-4.83%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.23%	31.05K	2.41M	5.65K	+22.22%
Sep 30, 2025	SIGFIG WEALTH MANAGEMENT, LLC	0.2%	26.98K	2.11M	-3.95K	-12.78%
Sep 30, 2025	JOURNEY STRATEGIC WEALTH LLC	0.18%	24.54K	1.92M	-644	-2.56%
Sep 30, 2025	ROSSMORE PRIVATE CAPITAL	0.18%	23.75K	1.86M	0	0
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.16%	21.66K	1.59M	0	0
Sep 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.49%	65.81K	5.16M	65.81K	+100.00%
Sep 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.09%	12.37K	969.28K	-9.66K	-43.84%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.09%	12.11K	949.22K	1.76K	+17.01%
Sep 30, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.09%	11.66K	914.09K	-1.68K	-12.56%
Sep 30, 2025	CHILTON CAPITAL MANAGEMENT LLC	0.09%	11.49K	900.08K	171	+1.51%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.08%	10.79K	845.54K	-87	-0.80%
Sep 30, 2025	BEIRNE WEALTH CONSULTING SERVICES, LLC	0.06%	7.57K	593.09K	-39	-0.51%
Sep 30, 2025	ORG PARTNERS LLC	0.06%	7.49K	587.22K	188	+2.57%
Sep 30, 2025	AVANT CAPITAL LLC	0.05%	6.58K	515.38K	-148	-2.20%
Sep 30, 2025	VENTURE VISIONARY PARTNERS LLC	0.05%	6.5K	509.41K	0	0
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.05%	6.41K	501.96K	850	+15.30%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.05%	6.29K	492.79K	378	+6.40%
Sep 30, 2025	SAGEWORTH TRUST CO OF SOUTH DAKOTA	0.05%	6.15K	481.74K	0	0
Sep 30, 2025	JAMES J. BURNS & COMPANY, LLC	0.04%	6.04K	473.36K	0	0
Sep 30, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.04%	5.2K	410.59K	0	0
Sep 30, 2025	HILL ISLAND FINANCIAL LLC	0.04%	5.02K	393.28K	-3	-0.06%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.04%	4.78K	375K	4.78K	+100.00%
Sep 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.03%	4.48K	351K	0	0
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.03%	4.21K	330K	-368	-8.03%
Sep 30, 2025	TRUST POINT INC.	0.03%	4.19K	328.21K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.13%	286.82K	22.48M	-8.25K	-2.79%
Sep 30, 2025	SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP	0.48%	64.11K	5.02M	-876	-1.35%
Sep 30, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.33%	43.78K	3.43M	-475	-1.07%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.2%	26.68K	2.09M	446	+1.70%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.97%	264.67K	20.74M	-4.1K	-1.53%
Sep 30, 2025	ERN FINANCIAL, LLC	0.87%	117.49K	9.21M	28.22K	+31.61%
Sep 30, 2025	COOPER FINANCIAL GROUP	0.82%	110.2K	8.64M	35	+0.03%
Sep 30, 2025	FCA CORP /TX	0.29%	38.72K	3.03M	1.22K	+3.25%
Sep 30, 2025	IAM ADVISORY, LLC	2.42%	324.95K	25.47M	-285	-0.09%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	7.01%	943.07K	73.91M	26.73K	+2.92%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.32%	43.36K	3.4M	-8.9K	-17.03%
Sep 30, 2025	FOUNDRY FINANCIAL GROUP, INC.	0.3%	40.48K	3.17M	-101.73K	-71.54%
Sep 30, 2025	PMG WEALTH MANAGEMENT, INC.	0.3%	40.18K	3.14M	2.44K	+6.47%
Sep 30, 2025	HERSHEY FINANCIAL ADVISERS, LLC	0.16%	21.57K	1.69M	21.57K	+100.00%
Sep 30, 2025	GOODMAN ADVISORY GROUP, LLC	0.15%	20.06K	1.57M	-5.01K	-19.98%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.08%	10.74K	841.85K	10.74K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	7.88%	1.06M	83M	9.62K	+0.92%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.8%	510.8K	40.03M	-103.57K	-16.86%
Sep 30, 2025	SANCHEZ WEALTH MANAGEMENT GROUP	3.74%	502.44K	39.38M	7.33K	+1.48%
Sep 30, 2025	MORGAN STANLEY	3.29%	442.62K	34.69M	-26.46K	-5.64%
Sep 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.11%	14.9K	1.17M	0	0
Sep 30, 2025	OPPENHEIMER & CO INC	0.11%	14.36K	1.13M	357	+2.55%
Sep 30, 2025	JPMORGAN CHASE & CO	0.1%	13.03K	1.02M	4.7K	+56.42%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	3.5%	470.91K	36.91M	1.45K	+0.31%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.7%	228.39K	17.9M	211.38K	+1,242.36%
Sep 30, 2025	UBS GROUP AG	1.24%	166.22K	13.03M	-62.14K	-27.21%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.03%	137.89K	10.74M	19.9K	+16.86%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.46%	62.27K	4.88M	174	+0.28%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.4%	53.8K	4.22M	53.8K	+100.00%
Sep 30, 2025	COLUMBIA ADVISORY PARTNERS LLC	0.08%	10.13K	794.15K	-501	-4.71%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	9.91K	776K	-356	-3.47%
Sep 30, 2025	MARINER, LLC	0.07%	9.54K	747.73K	-774	-7.50%
Jun 30, 2025	UBS GROUP AG	1.73%	228.35K	16.75M	-24.78K	-9.79%
Jun 30, 2025	OPPENHEIMER & CO INC	0.11%	14.01K	1.03M	385	+2.83%
Jun 30, 2025	CWM, LLC	0.11%	14.26K	1.05M	-270	-1.86%
Jun 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.11%	14.9K	1.09M	110	+0.74%
Jun 30, 2025	FCA CORP /TX	0.28%	37.5K	2.75M	691	+1.88%
Jun 30, 2025	GOODMAN ADVISORY GROUP, LLC	0.19%	25.07K	1.84M	-42.42K	-62.86%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.19%	25.41K	1.86M	6.29K	+32.87%
Jun 30, 2025	SIGFIG WEALTH MANAGEMENT, LLC	0.23%	30.93K	2.26M	-633	-2.01%
Jun 30, 2025	CHILTON CAPITAL MANAGEMENT LLC	0.09%	11.31K	829.92K	-926	-7.57%
Jun 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.17%	21.96K	1.61M	79	+0.36%
Jun 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.17%	22.02K	1.62M	1	0.00%
Jun 30, 2025	ROSSMORE PRIVATE CAPITAL	0.18%	23.75K	1.74M	-2K	-7.77%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.32%	42.59K	3.12M	16.1K	+60.78%
Jun 30, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.34%	44.25K	3.25M	-276	-0.62%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.4%	52.26K	3.83M	197	+0.38%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.47%	62.1K	4.56M	196	+0.32%
Jun 30, 2025	SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP	0.49%	64.98K	4.77M	2.97K	+4.79%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.54%	70.94K	5.2M	-3.96K	-5.28%
Jun 30, 2025	FOUNDRY FINANCIAL GROUP, INC.	1.08%	142.21K	10.43M	792	+0.56%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	2.04%	268.78K	19.72M	4.18K	+1.58%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.24%	295.07K	21.64M	-121.63K	-29.19%
Jun 30, 2025	IAM ADVISORY, LLC	2.46%	325.24K	23.86M	755	+0.23%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	34.85K	2.56M	-2.81K	-7.46%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.29%	37.75K	2.77M	-3.27K	-7.96%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.45%	59.93K	4.4M	18.87K	+45.94%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.89%	117.99K	8.61M	39.6K	+50.51%
Jun 30, 2025	MARINER, LLC	0.08%	10.32K	756.64K	573	+5.88%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.08%	10.35K	759.28K	-729	-6.58%
Jun 30, 2025	COLUMBIA ADVISORY PARTNERS LLC	0.08%	10.63K	780.06K	-667	-5.90%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.08%	10.88K	797.79K	-375	-3.33%
Jun 30, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.1%	13.34K	978.42K	-1.12K	-7.76%
Jun 30, 2025	GTS SECURITIES LLC	0.13%	16.9K	1.24M	8.28K	+96.11%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.13%	17.01K	1.25M	821	+5.07%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.16%	21.66K	1.59M	0	0
Jun 30, 2025		0.29%	37.74K	2.77M	37.74K	+100.00%
Jun 30, 2025	JOURNEY STRATEGIC WEALTH LLC	0.19%	25.18K	1.85M	-20.13K	-44.43%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.09%	11.71K	859.26K	-14.71K	-55.66%
Jun 30, 2025	TYLER-STONE WEALTH MANAGEMENT	0.1%	12.72K	933.02K	21	+0.17%
Jun 30, 2025	ERN FINANCIAL, LLC	0.68%	89.27K	6.55M	14.2K	+18.92%
Jun 30, 2025	COOPER FINANCIAL GROUP	0.83%	110.17K	8.08M	-1.7K	-1.52%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.73%	360.77K	26.46M	309.6K	+605.06%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	3.56%	469.46K	34.44M	3.06K	+0.66%
Jun 30, 2025	SANCHEZ WEALTH MANAGEMENT GROUP	3.75%	495.11K	36.32M	12.32K	+2.55%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	4.65%	614.36K	45.07M	-8.22K	-1.32%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	6.94%	916.34K	67.22M	50.73K	+5.86%
Jun 30, 2025	LPL FINANCIAL LLC	7.95%	1.05M	76.98M	-46.14K	-4.21%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	10.06%	1.33M	97.42M	-71.47K	-5.11%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	1.58%	208.62K	15.3M	-9.04K	-4.15%
Jun 30, 2025	PMG WEALTH MANAGEMENT, INC.	0.29%	37.74K	2.77M	37.74K	+100.00%
Jun 30, 2025	MORGAN STANLEY	3.55%	469.07K	34.41B	-1.56K	-0.33%
Jun 30, 2025	GRIMES & COMPANY, INC.	12.4%	1.64M	120.02M	-16.23K	-0.98%
Jun 30, 2025	SIMPLICITY WEALTH,LLC	1.38%	182.62K	13.4M	136.64K	+297.10%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.3%	37.65K	2.54M	-587	-1.53%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.21%	26.49K	1.79M	3.12K	+13.35%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.21%	26.42K	1.78M	-1.11K	-4.01%
Mar 31, 2025	ROSSMORE PRIVATE CAPITAL	0.21%	25.75K	1.74M	0	0
Mar 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.18%	22.02K	1.48M	0	0
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.17%	21.66K	1.46M	154	+0.72%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	19.12K	1.29M	-2.28K	-10.67%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.13%	16.19K	1.09M	-2K	-11.00%
Mar 31, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.1%	12.01K	809.71K	0	0
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	11.51K	776K	-1.98K	-14.69%
Mar 31, 2025	COLUMBIA ADVISORY PARTNERS LLC	0.09%	11.3K	761.94K	-128	-1.12%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.6%	74.89K	5.05M	-1.1K	-1.45%
Mar 31, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.12%	14.46K	974.75K	-428	-2.88%
Mar 31, 2025	TYLER-STONE WEALTH MANAGEMENT	0.1%	12.7K	856.17K	-300	-2.31%
Mar 31, 2025	OPPENHEIMER & CO INC	0.11%	13.62K	918.33K	-308	-2.21%
Mar 31, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.12%	14.79K	996.92K	49	+0.33%
Mar 31, 2025	SIMPLICITY WEALTH,LLC	0.37%	45.99K	3.1M	45.99K	+100.00%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.63%	78.39K	5.26M	26.34K	+50.61%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	1.74%	217.66K	14.67M	-292	-0.13%
Mar 31, 2025	UBS GROUP AG	2.03%	253.13K	17.07M	-59.99K	-19.16%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	2.12%	264.6K	17.84M	3.35K	+1.28%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.33%	41.01K	2.76M	-143	-0.35%
Mar 31, 2025	CORECAP ADVISORS, LLC	0.33%	41.07K	2.77M	26.92K	+190.25%
Mar 31, 2025	JOURNEY STRATEGIC WEALTH LLC	0.36%	45.31K	3.05M	25.92K	+133.62%
Mar 31, 2025	IAM ADVISORY, LLC	2.6%	324.48K	21.88M	-8.71K	-2.61%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.33%	416.7K	28.09M	983	+0.24%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	3.73%	466.39K	31.44M	-13.51K	-2.81%
Mar 31, 2025	MORGAN STANLEY	3.77%	470.63K	31.73M	36.38K	+8.38%
Mar 31, 2025	SANCHEZ WEALTH MANAGEMENT GROUP	3.86%	482.79K	32.55M	14.84K	+3.17%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	4.98%	622.58K	41.97M	-27K	-4.16%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	6.93%	865.62K	58.36M	21.41K	+2.54%
Mar 31, 2025	LPL FINANCIAL LLC	8.77%	1.1M	73.86M	-12.43K	-1.12%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	11.2%	1.4M	95.18M	-110.19K	-7.30%
Mar 31, 2025	GRIMES & COMPANY, INC.	13.22%	1.65M	111.41M	-34.01K	-2.02%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.09%	11.08K	747.01K	-36	-0.32%
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.09%	11.25K	758.56K	-1.54K	-12.03%
Mar 31, 2025	CHILTON CAPITAL MANAGEMENT LLC	0.1%	12.24K	825.22K	-4.68K	-27.67%
Mar 31, 2025	SIGFIG WEALTH MANAGEMENT, LLC	0.25%	31.56K	2.12M	-60	-0.19%
Mar 31, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.18%	21.88K	1.47M	-517	-2.31%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.42%	52.07K	3.51M	-4.1K	-7.30%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.5%	61.9K	4.17M	62	+0.10%
Mar 31, 2025	SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP	0.5%	62.01K	4.18M	2.36K	+3.96%
Mar 31, 2025	GOODMAN ADVISORY GROUP, LLC	0.54%	67.48K	4.55M	-4.96K	-6.85%
Mar 31, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.36%	44.53K	3M	-394	-0.88%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	51.17K	3.45M	-2.61K	-4.86%
Mar 31, 2025	ERN FINANCIAL, LLC	0.6%	75.07K	5.06M	11.34K	+17.79%
Mar 31, 2025	COOPER FINANCIAL GROUP	0.9%	111.87K	7.54M	-2.97K	-2.58%
Mar 31, 2025	FOUNDRY FINANCIAL GROUP, INC.	1.13%	141.42K	9.53M	829	+0.59%
Mar 31, 2025	CWM, LLC	0.12%	14.53K	980K	-3.23K	-18.19%
Mar 31, 2025	FCA CORP /TX	0.29%	36.81K	2.48M	622	+1.72%
Mar 31, 2024	COLUMBIA ADVISORY PARTNERS LLC	0.2%	26.1K	1.69M	-1.13K	-4.15%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.84%	403.24K	26.11M	-16.95K	-4.03%
Mar 31, 2024	SANCHEZ WEALTH MANAGEMENT GROUP	3.08%	400.78K	25.95M	7.31K	+1.86%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.18%	23.02K	1.49M	20.62K	+860.05%
Mar 31, 2024	ATRIA INVESTMENTS, INC	0.25%	32.41K	2.1M	4.35K	+15.52%
Mar 31, 2024	FCA CORP /TX	0.27%	34.63K	2.24M	1.28K	+3.83%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.3%	42.81K	2.77M	-5.76K	-11.86%
Mar 31, 2024	ERN FINANCIAL, LLC	0.3%	39.57K	2.56M	-1.41K	-3.43%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.31%	40.45K	2.62M	-881	-2.13%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.87%	124.09K	8.04M	-3.2K	-2.51%
Mar 31, 2024	FOUNDRY FINANCIAL GROUP, INC.	1.07%	139.04K	9M	11.91K	+9.37%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	1.52%	197.73K	12.8M	14.19K	+7.73%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	3.63%	472.35K	30.59M	472.35K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	4.82%	685.1K	44.37M	526.46K	+331.86%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	5.78%	821.81K	53.22M	-21.43K	-2.54%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.08%	11.09K	717.88K	-205	-1.82%
Mar 31, 2024	TRANSCEND CAPITAL ADVISORS, LLC	0.09%	11.93K	772.59K	0	0
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.1%	14.15K	916.1K	2.56K	+22.11%
Mar 31, 2024	OPPENHEIMER & CO INC	0.1%	13.32K	862.34K	158	+1.20%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.1%	13.6K	881K	6.47K	+90.77%
Mar 31, 2024	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.12%	15.58K	1.01M	-192	-1.22%
Mar 31, 2024	TNF LLC	0.12%	15.89K	991.43K	1.66K	+11.63%
Mar 31, 2024	CHILTON CAPITAL MANAGEMENT LLC	0.14%	18.12K	1.17M	-821	-4.33%
Mar 31, 2024	ARKADIOS WEALTH ADVISORS	0.14%	18.58K	1.2M	-573	-2.99%
Mar 31, 2024	PERENNIAL INVESTMENT ADVISORS, LLC	0.14%	18.6K	1.2M	-1.3K	-6.54%
Mar 31, 2024	JOURNEY STRATEGIC WEALTH LLC	0.15%	18.87K	1.22M	-175	-0.92%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.15%	18.98K	1.23M	-11.34K	-37.39%
Mar 31, 2024	VENTURE VISIONARY PARTNERS LLC	0.15%	19.71K	1.28M	-325	-1.62%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.16%	21.41K	1.38M	21.41K	+100.00%
Mar 31, 2024	AMPLIUS WEALTH ADVISORS, LLC	0.17%	22.74K	1.47M	-364	-1.58%
Mar 31, 2024	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.18%	23.96K	1.55M	-239	-0.99%
Mar 31, 2024	ROSSMORE PRIVATE CAPITAL	0.2%	25.75K	1.67M	0	0
Mar 31, 2024	SIGFIG WEALTH MANAGEMENT, LLC	0.21%	26.97K	1.75M	3.67K	+15.75%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.31%	44.42K	2.88M	-86.15K	-65.98%
Mar 31, 2024	PARSONS CAPITAL MANAGEMENT INC/RI	0.33%	42.97K	2.78M	570	+1.34%
Mar 31, 2024	SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP	0.39%	50.67K	3.28M	5.65K	+12.54%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.42%	54.98K	3.56M	99	+0.18%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.48%	62.42K	4.04M	-4.13K	-6.20%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.53%	69.09K	4.47M	-2.6K	-3.63%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.66%	93.34K	6.04M	1.52K	+1.65%
Mar 31, 2024	GOODMAN ADVISORY GROUP, LLC	0.73%	95.02K	6.15M	-5.33K	-5.31%
Mar 31, 2024	COOPER FINANCIAL GROUP	0.85%	110.12K	7.13M	1.11K	+1.02%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	1.87%	243.02K	15.74M	20.25K	+9.09%
Mar 31, 2024	UBS GROUP AG	2.23%	316.45K	20.49M	-9.51K	-2.92%
Mar 31, 2024	IAM ADVISORY, LLC	2.61%	339.58K	21.99M	-6.22K	-1.80%
Mar 31, 2024	HILL ISLAND FINANCIAL LLC	2.73%	355.34K	23.01M	-14.03K	-3.80%
Mar 31, 2024	MORGAN STANLEY	4.27%	606.57K	39.28M	11.89K	+2.00%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	6.46%	917.59K	59.39M	58.21K	+6.77%
Mar 31, 2024	LPL FINANCIAL LLC	7.14%	1.02M	65.77M	-27.9K	-2.67%
Mar 31, 2024	GRIMES & COMPANY, INC.	13.15%	1.71M	110.8M	9.32K	+0.55%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	6.15K	398.02K	6.15K	+100.00%
Mar 31, 2024	SAGEWORTH TRUST CO OF SOUTH DAKOTA	0.04%	6.15K	398.08K	0	0
Mar 31, 2024	ONEASCENT WEALTH MANAGEMENT LLC	0.04%	6.27K	406K	-278	-4.24%
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.05%	6.87K	444.71K	0	0
Mar 31, 2024	ASPIRE WEALTH MANAGEMENT CORP	0.05%	7.11K	460.69K	-204	-2.79%
Mar 31, 2024	KATHMERE CAPITAL MANAGEMENT, LLC	0.05%	7.21K	467.11K	0	0
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.05%	7.64K	495K	257	+3.48%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.05%	7.79K	504.42K	-285	-3.53%
Mar 31, 2024	BEIRNE WEALTH CONSULTING SERVICES, LLC	0.06%	8.21K	531.4K	189	+2.36%
Mar 31, 2024	FERNWOOD INVESTMENT MANAGEMENT, LLC	0.07%	9.28K	601.23K	0	0
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.52%	66.55K	3.91M	12.79K	+23.79%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.43%	54.88K	3.23M	20	+0.04%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.38%	48.57K	2.86M	-388	-0.79%
Dec 31, 2023	SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP	0.35%	45.03K	2.65M	2.78K	+6.57%
Dec 31, 2023	PARSONS CAPITAL MANAGEMENT INC/RI	0.33%	42.4K	2.49M	-451	-1.05%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.32%	41.33K	2.43M	-743	-1.77%
Dec 31, 2023	ERN FINANCIAL, LLC	0.32%	40.97K	2.4M	-627	-1.51%
Dec 31, 2023	FCA CORP /TX	0.26%	33.35K	1.96M	-36	-0.11%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.24%	30.32K	1.78M	1.87K	+6.56%
Dec 31, 2023	ATRIA INVESTMENTS, INC	0.22%	28.06K	1.65M	6.44K	+29.80%
Dec 31, 2023	COLUMBIA ADVISORY PARTNERS LLC	0.21%	27.23K	1.6M	-7.14K	-20.76%
Dec 31, 2023	ROSSMORE PRIVATE CAPITAL	0.2%	25.75K	1.51M	1K	+4.04%
Dec 31, 2023	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.19%	24.2K	1.42M	-195	-0.80%
Dec 31, 2023	SIGFIG WEALTH MANAGEMENT, LLC	0.18%	23.3K	1.37M	621	+2.74%
Dec 31, 2023	TNF LLC	0.11%	14.24K	856.94K	5.61K	+64.97%
Dec 31, 2023	OPPENHEIMER & CO INC	0.1%	13.16K	773.82K	777	+6.28%
Dec 31, 2023	GEOWEALTH MANAGEMENT, LLC	0.1%	13.13K	772K	13.13K	+100.00%
Dec 31, 2023	TRANSCEND CAPITAL ADVISORS, LLC	0.09%	11.93K	701.6K	0	0
Dec 31, 2023	AMPLIUS WEALTH ADVISORS, LLC	0.18%	23.11K	1.36M	-1.07K	-4.42%
Dec 31, 2023	VENTURE VISIONARY PARTNERS LLC	0.16%	20.03K	1.18M	-250	-1.23%
Dec 31, 2023	PERENNIAL INVESTMENT ADVISORS, LLC	0.16%	19.9K	1.17M	40	+0.20%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.09%	11.59K	681.31K	11.59K	+100.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.09%	11.29K	663.98K	1.55K	+15.91%
Dec 31, 2023	FERNWOOD INVESTMENT MANAGEMENT, LLC	0.07%	9.28K	545.99K	0	0
Dec 31, 2023	MARINER, LLC	0.07%	9.04K	531.53K	0	0
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.06%	8.07K	474.81K	874	+12.14%
Dec 31, 2023	GRIMES & COMPANY, INC.	13.3%	1.7M	100.07M	11.35K	+0.67%
Dec 31, 2023	LPL FINANCIAL LLC	8.16%	1.04M	61.36M	52.67K	+5.32%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	6.72%	859.38K	50.54M	212.29K	+32.81%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	6.59%	843.24K	49.59M	32.97K	+4.07%
Dec 31, 2023	ARKADIOS WEALTH ADVISORS	0.15%	19.15K	1.13M	-1.45K	-7.05%
Dec 31, 2023	JOURNEY STRATEGIC WEALTH LLC	0.15%	19.05K	1.12M	9.07K	+90.97%
Dec 31, 2023	HILL ISLAND FINANCIAL LLC	2.89%	369.37K	21.72M	8.95K	+2.48%
Dec 31, 2023	SANCHEZ WEALTH MANAGEMENT GROUP	3.08%	393.47K	23.14M	-86.72K	-18.06%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.28%	420.19K	24.71M	-9.23K	-2.15%
Dec 31, 2023	CHILTON CAPITAL MANAGEMENT LLC	0.15%	18.94K	1.11M	-263	-1.37%
Dec 31, 2023	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.12%	15.77K	927.28K	5	+0.03%
Dec 31, 2023	MORGAN STANLEY	4.65%	594.69K	34.97M	-7.19K	-1.19%
Dec 31, 2023	UBS GROUP AG	2.55%	325.96K	19.17M	-2.15K	-0.66%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	1.74%	222.77K	13.1M	3K	+1.37%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	1.43%	183.54K	10.79M	6.43K	+3.63%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.24%	158.64K	9.33M	2.85K	+1.83%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.02%	130.57K	7.68M	-150.91K	-53.61%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1%	127.29K	7.49M	-1.51K	-1.18%
Dec 31, 2023		0.99%	127.13K	7.48M	127.13K	+100.00%
Dec 31, 2023	COOPER FINANCIAL GROUP	0.85%	109.01K	6.41M	3.75K	+3.56%
Dec 31, 2023	GOODMAN ADVISORY GROUP, LLC	0.78%	100.35K	5.9M	-36.46K	-26.65%
Dec 31, 2023	IAM ADVISORY, LLC	2.7%	345.8K	20.34M	-2.98K	-0.85%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.72%	91.82K	5.4M	-6.26K	-6.39%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.56%	71.7K	4.22M	-1.88K	-2.55%

Frequently Asked Questions