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

Who are the major shareholders selling State Street SPDR S&P 400 Mid Cap Value ETF stock?

WELLS FARGO & COMPANY/MN, in the last quarter, reduced its stake in MDYV by -21.68% restricting it's holding to 352.07 thousand shares of worth nearly $33.39M. MORGAN STANLEY also lessened -7.55% of the MDYV shares from its portfolio, reducing its holding to 671.32 thousand shares of worth $63.67M. COMMONWEALTH EQUITY SERVICES, LLC also shunned MDYV shares holding by -20.3% last quarter which brought its holding to 96.53 thousand shares worth $9.16M.

Investors who are buying MDYV stock?

As per its latest 13F filing, FIRST NATIONAL TRUST CO increased its stake in MDYV by 2.13% in the last quarter. The institutional holder raised its holding to 390.83 thousand shares having worth more than $37.07M. EQUITABLE HOLDINGS, INC. also added 8.67% more shares of MDYV to its portfolio, raising its holding to 401.01 thousand shares of worth $37.87M. PACIFIC LIFE FUND ADVISORS LLC also increased its MDYV shares holding by 100% which brought its holding to 598.1 thousand shares worth $56.73M.

MDYV's major insiders: who are they?

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

Did an insider recently sell MDYV stock?

Company executives, directors, and other insiders own N/A percent of State Street SPDR S&P 400 Mid Cap Value ETF's stock. Within the last six months, there have been 0 transaction(s) in which MDYV insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased MDYV stock?

There have been 0 transaction(s) during the past 6-months in which State Street SPDR S&P 400 Mid Cap Value ETF insiders have bought stock, totalling 0 shares

How much of MDYV does insiders own?

Around 0 State Street SPDR S&P 400 Mid Cap Value ETF shares are held by insiders, which represents about N/A of MDYV stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in MDYV?

WELLS FARGO & COMPANY/MN is the largest institutional owner in MDYV which holds 352.07 thousand shares worth $33.39M or 1.25% of the total MDYV shares outstanding followed by FIRST NATIONAL TRUST CO with ownership of 390.83 thousand shares representing 1.39% of the MDYV ownership. EQUITABLE HOLDINGS, INC. is the third largest stakeholder with 401.01 thousand shares or 1.42% of the ownership worth more than $37.87M.

Is State Street SPDR S&P 400 Mid Cap Value ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the MDYV is concerned, it is a stock which is optionable.

Is there a short position on MDYV's shares?

Number of MDYV 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 MDYV shares are there?

As of today, null shares of MDYV are outstanding.

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

MDYV 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 MDYV is null.

State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) 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. WELLS FARGO & COMPANY/MN is the top corporate investor, holding 352.07K shares valued at $33.39M. A 1.25% stake in State Street SPDR S&P 400 Mid Cap Value ETF is owned by the company. FIRST NATIONAL TRUST CO owns 390.83K shares valued at $37.07M, which translates its holding of 1.39% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.25%	352.07K	33.39M	-97.44K	-21.68%
Jun 30, 2026	FIRST NATIONAL TRUST CO	1.39%	390.83K	37.07M	8.15K	+2.13%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	1.42%	401.01K	37.87M	32K	+8.67%
Jun 30, 2026	PACIFIC LIFE FUND ADVISORS LLC	2.12%	598.1K	56.73M	598.1K	+100.00%
Jun 30, 2026	FAS WEALTH PARTNERS, INC.	2.34%	659.89K	62.59M	34.68K	+5.55%
Jun 30, 2026	MORGAN STANLEY	2.38%	671.32K	63.67M	-54.79K	-7.55%
Jun 30, 2026	LUTZ FINANCIAL SERVICES LLC	2.94%	829.59K	78.69M	23.73K	+2.94%
Jun 30, 2026	AVANTAX PLANNING PARTNERS, INC.	3.38%	952.27K	90.32M	34K	+3.70%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.34%	96.53K	9.16M	-24.59K	-20.30%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.4%	111.72K	10.6M	18.18K	+19.43%
Jun 30, 2026	SAGE FINANCIAL GROUP INC	0.26%	73.4K	6.96M	72	+0.10%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	0.26%	74.34K	7.05M	32.83K	+79.09%
Jun 30, 2026	REDWOOD INVESTMENT MANAGEMENT, LLC	0.27%	77.31K	7.33M	6.41K	+9.04%
Jun 30, 2026	IAG WEALTH PARTNERS, LLC	0.28%	77.64K	7.36M	-3.27K	-4.04%
Jun 30, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.4%	113.12K	10.73M	-616	-0.54%
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	0.25%	69.33K	6.58M	0	0
Jun 30, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.27%	73.04K	6.93M	-159	-0.22%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	3.73%	1.05M	99.78M	91.42K	+9.52%
Jun 30, 2026	LPL FINANCIAL LLC	4.33%	1.22M	115.85M	141.13K	+13.07%
Jun 30, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	4.36%	1.23M	116.59M	31.59K	+2.64%
Jun 30, 2026	ASSET DEDICATION, LLC	0.52%	147.25K	13.97M	-4.08K	-2.69%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.28%	78.5K	7.45M	-1.58K	-1.98%
Jun 30, 2026	JNBA FINANCIAL ADVISORS	0.31%	86K	8.16M	-2.62K	-2.95%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.31%	88.36K	8.4M	11.31K	+14.68%
Jun 30, 2026	MISSION WEALTH MANAGEMENT, LP	0.32%	91.46K	8.67M	87.69K	+2,328.44%
Jun 30, 2026	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.34%	95.46K	9.05M	716	+0.76%
Jun 30, 2026	ERN FINANCIAL, LLC	0.61%	171.1K	16.23M	1.67K	+0.98%
Jun 30, 2026	RODGERS & ASSOCIATES, LTD	0.78%	220.08K	20.87M	1.17K	+0.53%
Jun 30, 2026	CANANDAIGUA NATIONAL BANK & TRUST CO	1.26%	354.65K	33.64M	354.65K	+100.00%
Jun 30, 2026	FIRST PACIFIC FINANCIAL	1.3%	366.31K	34.74M	-762	-0.21%
Jun 30, 2026	MICHAEL S. RYAN, INC.	0.44%	125.39K	11.89M	2.39K	+1.94%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.45%	127.04K	12.05M	-2.15K	-1.66%
Jun 30, 2026	MONECO ADVISORS, LLC	0.45%	128.2K	12.16M	10.25K	+8.69%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.19%	52.44K	4.97M	-3.7K	-6.59%
Jun 30, 2026	RTD FINANCIAL ADVISORS, INC.	0.19%	52.65K	4.99M	0	0
Jun 30, 2026	BALANCED WEALTH GROUP LLC	0.21%	56.76K	5.38M	-104.36K	-64.77%
Jun 30, 2026	MCADAM, LLC	0.21%	57.47K	5.45M	-85.14K	-59.70%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.21%	57.73K	5.48M	8.83K	+18.05%
Jun 30, 2026	MAY BARNHARD INVESTMENTS LLC	0.22%	59.9K	5.68M	-2.86K	-4.56%
Jun 30, 2026	UBS GROUP AG	0.23%	61.66K	5.85M	9.02K	+17.14%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.23%	61.77K	5.82M	1.22K	+2.02%
Jun 30, 2026	DILIGENT INVESTORS, LLC	0.23%	63.84K	6.05M	-642	-1.00%
Jun 30, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.24%	65.36K	6.2M	213	+0.33%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.42%	1.25M	117.15M	-40.55K	-3.15%
Jun 30, 2026	NORTHROCK PARTNERS, LLC	5.06%	1.43M	135.35M	83.28K	+6.20%
Jun 30, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1.77%	499.86K	47.41M	-5.04K	-1.00%
Jun 30, 2026	CONVERGENCE FINANCIAL, LLC	1.5%	422.04K	40.03M	-179.24K	-29.81%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.5%	424.05K	40.22M	14K	+3.41%
Jun 30, 2026	SAVANT CAPITAL, LLC	0.36%	100.99K	9.09M	50.41K	+99.68%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.36%	101.25K	9.6M	17.3K	+20.61%
Jun 30, 2026	CAPITAL WEALTH MANAGEMENT, LLC	0.36%	101.95K	9.67M	4.4K	+4.51%
Jun 30, 2026	MARINER, LLC	0.37%	105.17K	9.98M	-15.05K	-12.52%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.38%	107.6K	10.21M	-34.21K	-24.12%
Jun 30, 2026	ALESCO ADVISORS LLC	0.39%	109.92K	10.43M	-438	-0.40%
Jun 30, 2026	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.39%	110.49K	10.48M	-6.43K	-5.50%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.65%	183.77K	17.43M	9.64K	+5.53%
Jun 30, 2026	WCG WEALTH ADVISORS LLC	0.89%	251.67K	23.87M	2.91K	+1.17%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.92%	259.04K	24.57M	52.37K	+25.34%
Jun 30, 2026	GHP INVESTMENT ADVISORS, INC.	1.03%	289.77K	27.48M	4.72K	+1.65%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	1.04%	294.53K	27.94M	-13.8K	-4.48%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.06%	300.1K	28.34M	31.88K	+11.89%
Jun 30, 2026	KLINGMAN & ASSOCIATES, LLC	1.21%	340.54K	32.3M	-29.32K	-7.93%
Mar 31, 2026	LPL FINANCIAL LLC	3.81%	1.08M	91.98M	26.57K	+2.52%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	3.39%	960.58K	81.79M	101.78K	+11.85%
Mar 31, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	4.22%	1.2M	101.97M	-56.49K	-4.50%
Mar 31, 2026	SAGE FINANCIAL GROUP INC	0.26%	73.32K	6.24M	-222	-0.30%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.28%	77.05K	6.56M	-44.8K	-36.77%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.28%	80.08K	6.82M	3.23K	+4.21%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.3%	83.95K	7.15M	-148.57K	-63.90%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.33%	93.54K	7.97M	7.95K	+9.29%
Mar 31, 2026	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.33%	94.75K	8.07M	-2.3K	-2.37%
Mar 31, 2026	MICHAEL S. RYAN, INC.	0.43%	123K	10.47M	-866	-0.70%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.5%	141.81K	12.08M	15.52K	+12.29%
Mar 31, 2026	KLINGMAN & ASSOCIATES, LLC	1.3%	369.86K	31.49M	-1.3K	-0.35%
Mar 31, 2026	FIRST NATIONAL TRUST CO	1.35%	382.69K	32.59M	21.29K	+5.89%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.45%	410.05K	34.92M	28.76K	+7.54%
Mar 31, 2026	CANANDAIGUA NATIONAL CORP	1.48%	421.05K	35.85M	421.05K	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.58%	449.51K	38.28M	-24.89K	-5.25%
Mar 31, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1.78%	504.9K	42.99M	504.9K	+100.00%
Mar 31, 2026	CONVERGENCE FINANCIAL, LLC	2.12%	601.28K	51.35M	294.92K	+96.26%
Mar 31, 2026	IAG WEALTH PARTNERS, LLC	0.29%	80.91K	6.89M	-2.5K	-2.99%
Mar 31, 2026	WCG WEALTH ADVISORS LLC	0.88%	248.76K	21.18M	7.94K	+3.30%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.95%	268.22K	22.39M	34.59K	+14.80%
Mar 31, 2026	GHP INVESTMENT ADVISORS, INC.	1%	285.05K	24.27M	3.41K	+1.21%
Mar 31, 2026	ALESCO ADVISORS LLC	0.39%	110.35K	9.4M	-5.48K	-4.73%
Mar 31, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.4%	113.73K	9.68M	-1.64K	-1.42%
Mar 31, 2026	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.41%	116.92K	9.96M	-6.08K	-4.94%
Mar 31, 2026	MONECO ADVISORS, LLC	0.42%	117.95K	10.04M	28.62K	+32.03%
Mar 31, 2026	MARINER, LLC	0.42%	120.22K	10.24M	-7.58K	-5.93%
Mar 31, 2026	LUTZ FINANCIAL SERVICES LLC	2.84%	805.86K	68.62M	22.42K	+2.86%
Mar 31, 2026	AVANTAX PLANNING PARTNERS, INC.	3.24%	918.27K	78.19M	24.83K	+2.78%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	1.09%	308.34K	26.25M	-5.57K	-1.78%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	1.3%	369.01K	60.44M	72.73K	+24.55%
Mar 31, 2026	MORGAN STANLEY	2.56%	726.1K	61.83M	82.63K	+12.84%
Mar 31, 2026	NORTHROCK PARTNERS, LLC	4.74%	1.34M	114.42M	40.08K	+3.07%
Mar 31, 2026	FAS WEALTH PARTNERS, INC.	2.2%	625.21K	53.24M	14.37K	+2.35%
Mar 31, 2026	RTD FINANCIAL ADVISORS, INC.	0.19%	52.65K	4.48M	-2.32K	-4.22%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.21%	56.14K	4.78M	274	+0.49%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.21%	57.21K	4.87M	-197.6K	-77.55%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.22%	60.55K	5.5M	3.25K	+5.67%
Mar 31, 2026	MAY BARNHARD INVESTMENTS LLC	0.23%	62.76K	5.34M	-5.05K	-7.45%
Mar 31, 2026	DILIGENT INVESTORS, LLC	0.24%	64.48K	5.49M	-766	-1.17%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.24%	65.15K	5.55M	4.46K	+7.35%
Mar 31, 2026	ROCKBRIDGE INVESTMENT MANAGEMENT, LCC	0.25%	68.65K	5.85M	-3.52K	-4.87%
Mar 31, 2026	FIRST PACIFIC FINANCIAL	1.29%	367.08K	31.26M	-2.67K	-0.72%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.53%	1.29M	110.15M	-778.97K	-37.73%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.26%	69.33K	5.9M	0	0
Mar 31, 2026	ASSET DEDICATION, LLC	0.53%	151.33K	12.89M	-80.98K	-34.86%
Mar 31, 2026	REDWOOD INVESTMENT MANAGEMENT, LLC	0.26%	70.9K	6.04M	4.02K	+6.00%
Mar 31, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.27%	73.2K	6.23M	-30	-0.04%
Mar 31, 2026	CAPITAL WEALTH MANAGEMENT, LLC	0.34%	97.55K	8.31M	6.64K	+7.31%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.43%	121.12K	10.31M	13.14K	+12.17%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.46%	129.19K	11M	129.19K	+100.00%
Mar 31, 2026	MCADAM, LLC	0.5%	142.61K	12.14M	-5.54K	-3.74%
Mar 31, 2026	BALANCED WEALTH GROUP LLC	0.57%	161.12K	13.72M	4.54K	+2.90%
Mar 31, 2026	ERN FINANCIAL, LLC	0.6%	169.43K	14.43M	-6.32K	-3.59%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.61%	174.13K	14.83M	11.33K	+6.96%
Mar 31, 2026	CWM, LLC	0.7%	198.94K	16.94M	-2.44K	-1.21%
Mar 31, 2026	SIGNET FINANCIAL MANAGEMENT, LLC	0.46%	129.39K	11.02M	-3.17K	-2.39%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.73%	206.67K	17.6M	3.4K	+1.67%
Mar 31, 2026	RODGERS & ASSOCIATES, LTD	0.77%	218.91K	18.64M	-1.13K	-0.51%
Mar 31, 2026	WEALTHSHIELD PARTNERS, LLC	0.31%	88.17K	7.51M	1.18K	+1.36%
Mar 31, 2026	JNBA FINANCIAL ADVISORS	0.31%	88.61K	7.55M	-10.35K	-10.45%
Dec 31, 2025	DILIGENT INVESTORS, LLC	0.24%	65.24K	5.52M	-3.17K	-4.63%
Dec 31, 2025	MAY BARNHARD INVESTMENTS LLC	0.25%	67.81K	5.74M	-2.28K	-3.25%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.25%	69.33K	5.87M	0	0
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.14%	313.91K	26.57M	43.12K	+15.92%
Dec 31, 2025	ROCKBRIDGE INVESTMENT MANAGEMENT, LCC	0.26%	72.17K	6.11M	-6K	-7.67%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.45%	121.84K	10.31M	5.59K	+4.81%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.46%	126.29K	10.69M	52.8K	+71.85%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	1.08%	296.28K	25.08M	-214	-0.07%
Dec 31, 2025	FAS WEALTH PARTNERS, INC.	2.23%	610.84K	51.71M	11.33K	+1.89%
Dec 31, 2025	NORTHROCK PARTNERS, LLC	4.75%	1.3M	110.36M	-16.97K	-1.28%
Dec 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.28%	77.8K	6.59M	-109.98K	-58.57%
Dec 31, 2025	RTD FINANCIAL ADVISORS, INC.	0.2%	54.97K	4.65M	-444	-0.80%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.2%	55.87K	4.73M	358	+0.64%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.31%	85.59K	7.25M	2.83K	+3.41%
Dec 31, 2025	MONECO ADVISORS, LLC	0.33%	89.33K	7.56M	30.42K	+51.64%
Dec 31, 2025	CAPITAL WEALTH MANAGEMENT, LLC	0.33%	90.91K	7.7M	6.98K	+8.32%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.39%	107.98K	9.14M	-533	-0.49%
Dec 31, 2025	ALESCO ADVISORS LLC	0.42%	115.83K	9.81M	-1.75K	-1.49%
Dec 31, 2025	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.45%	123K	10.41M	-6.07K	-4.70%
Dec 31, 2025	MICHAEL S. RYAN, INC.	0.45%	123.86K	10.48M	-314	-0.25%
Dec 31, 2025	MARINER, LLC	0.47%	127.8K	10.82M	14.89K	+13.18%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.51%	139.9K	11.84M	-41.1K	-22.71%
Dec 31, 2025	MCADAM, LLC	0.54%	148.15K	12.54M	-2.59K	-1.72%
Dec 31, 2025	BALANCED WEALTH GROUP LLC	0.57%	156.58K	13.12M	4.88K	+3.22%
Dec 31, 2025	ERN FINANCIAL, LLC	0.64%	175.75K	14.88M	-11.88K	-6.33%
Dec 31, 2025	RODGERS & ASSOCIATES, LTD	0.8%	220.04K	18.63M	-481	-0.22%
Dec 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.42%	115.38K	9.77M	-5.73K	-4.73%
Dec 31, 2025	SIGNET FINANCIAL MANAGEMENT, LLC	0.48%	132.56K	11.22M	-761	-0.57%
Dec 31, 2025	IAG WEALTH PARTNERS, LLC	0.31%	83.41K	7.06M	1.28K	+1.56%
Dec 31, 2025	WEALTHSHIELD PARTNERS, LLC	0.32%	86.99K	7.36M	-458	-0.52%
Dec 31, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.36%	97.05K	8.22M	305	+0.32%
Dec 31, 2025	JNBA FINANCIAL ADVISORS	0.36%	98.96K	8.38M	-4.51K	-4.36%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.6%	162.8K	13.78M	7.45K	+4.79%
Dec 31, 2025	CWM, LLC	0.73%	201.39K	17.05M	58.08K	+40.53%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.74%	203.44K	17.22M	-270.44K	-57.07%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.85%	232.52K	19.68M	8.04K	+3.58%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.93%	254.81K	21.57M	-318.13K	-55.53%
Dec 31, 2025	GHP INVESTMENT ADVISORS, INC.	1.03%	281.64K	23.84M	1.56K	+0.56%
Dec 31, 2025	CONVERGENCE FINANCIAL, LLC	1.12%	306.36K	25.93M	6.89K	+2.30%
Dec 31, 2025	FIRST NATIONAL TRUST CO	1.32%	361.4K	30.59M	3.9K	+1.09%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.86%	233.63K	19.78M	37.48K	+19.11%
Dec 31, 2025	ASSET DEDICATION, LLC	0.85%	232.31K	19.67M	-1.82K	-0.78%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	0.88%	240.82K	20.39M	157.06K	+187.52%
Dec 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.27%	73.23K	6.2M	-1.58K	-2.11%
Dec 31, 2025	SAGE FINANCIAL GROUP INC	0.27%	73.55K	6.23M	225	+0.31%
Dec 31, 2025	FIRST PACIFIC FINANCIAL	1.35%	369.75K	31.3M	6.68K	+1.84%
Dec 31, 2025	KLINGMAN & ASSOCIATES, LLC	1.35%	371.15K	31.42M	183	+0.05%
Dec 31, 2025	CANANDAIGUA NATIONAL BANK & TRUST CO	1.48%	406.77K	34.43M	13.56K	+3.45%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.73%	474.39K	40.16M	-2.81K	-0.59%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	1.95%	531.7K	45.01M	-1.37K	-0.26%
Dec 31, 2025	MORGAN STANLEY	2.35%	643.48K	54.47M	-22.75K	-3.42%
Dec 31, 2025	LUTZ FINANCIAL SERVICES LLC	2.85%	783.44K	66.32M	57.25K	+7.88%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.74%	203.27K	17.21M	-2.56K	-1.24%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.39%	381.29K	32.28M	53.04K	+16.16%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.28%	76.85K	6.51M	1.22K	+1.62%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	3.13%	858.8K	72.7M	197.1K	+29.79%
Dec 31, 2025	AVANTAX PLANNING PARTNERS, INC.	3.25%	893.44K	75.63M	59.11K	+7.09%
Dec 31, 2025	LPL FINANCIAL LLC	3.86%	1.05M	89.19M	12.72K	+1.22%
Dec 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	4.59%	1.25M	106.16M	-24.8K	-1.94%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	7.52%	2.06M	181.4M	-78.73K	-3.67%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.21%	57.3K	5.09M	2.87K	+5.27%
Sep 30, 2025	FIRST PACIFIC FINANCIAL	1.24%	363.07K	30.28M	4.08K	+1.14%
Sep 30, 2025	JNBA FINANCIAL ADVISORS	0.35%	103.47K	8.63M	-4.55K	-4.21%
Sep 30, 2025	TOTAL WEALTH PLANNING, LLC	0.34%	99.7K	8.32M	-2.37K	-2.32%
Sep 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	4.36%	1.28M	106.67M	-8.23K	-0.64%
Sep 30, 2025	LPL FINANCIAL LLC	3.55%	1.04M	86.82M	-40.79K	-3.77%
Sep 30, 2025	AVANTAX PLANNING PARTNERS, INC.	2.85%	834.33K	69.59M	361.4K	+76.42%
Sep 30, 2025	LUTZ FINANCIAL SERVICES LLC	2.48%	726.19K	60.57M	24.95K	+3.56%
Sep 30, 2025	MORGAN STANLEY	2.27%	666.23K	55.57M	-71.34K	-9.67%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	2.26%	661.7K	55.19M	92.68K	+16.29%
Sep 30, 2025	FAS WEALTH PARTNERS, INC.	2.04%	599.52K	50.01M	10.97K	+1.86%
Sep 30, 2025	STIFEL FINANCIAL CORP	1.95%	572.94K	47.79M	-269.55K	-31.99%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	1.82%	533.07K	44.46M	-22.77K	-4.10%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.63%	477.2K	39.8M	-1.63K	-0.34%
Sep 30, 2025	BENJAMIN EDWARDS INC	1.62%	473.87K	39.53M	-241.01K	-33.71%
Sep 30, 2025	FIRST NATIONAL TRUST CO	1.22%	357.49K	29.82M	-1.36K	-0.38%
Sep 30, 2025	CONVERGENCE FINANCIAL, LLC	1.02%	299.48K	24.98M	17.47K	+6.19%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	1.01%	296.49K	24.73M	-26.53K	-8.21%
Sep 30, 2025	GHP INVESTMENT ADVISORS, INC.	0.96%	280.08K	23.36M	1.55K	+0.56%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.92%	270.79K	22.59M	-1.17K	-0.43%
Sep 30, 2025	CANANDAIGUA NATIONAL BANK & TRUST CO	1.34%	393.21K	32.8M	-3.61K	-0.91%
Sep 30, 2025	KLINGMAN & ASSOCIATES, LLC	1.27%	370.97K	30.94M	-1.33K	-0.36%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.12%	328.24K	27.38M	119.22K	+57.04%
Sep 30, 2025	ASSET DEDICATION, LLC	0.8%	234.13K	19.53M	11.57K	+5.20%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	96.67K	8.1M	-8.2K	-7.82%
Sep 30, 2025	WEALTHSHIELD PARTNERS, LLC	0.3%	87.45K	7.29M	-3.39K	-3.74%
Sep 30, 2025	CAPITAL WEALTH MANAGEMENT, LLC	0.29%	83.92K	7M	1.02K	+1.23%
Sep 30, 2025	WCG WEALTH ADVISORS LLC	0.29%	83.76K	6.99M	-8.65K	-9.36%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.28%	82.77K	6.9M	-2.03K	-2.40%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.4%	116.26K	9.7M	-6.75K	-5.48%
Sep 30, 2025	SAGE FINANCIAL GROUP INC	0.25%	73.32K	6.12M	-2.83K	-3.72%
Sep 30, 2025	MAY BARNHARD INVESTMENTS LLC	0.24%	70.09K	5.85M	-846	-1.19%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.24%	69.33K	5.78M	38	+0.05%
Sep 30, 2025	PRISM ADVISORS, INC.	0.22%	63.82K	5.32M	-22.74K	-26.27%
Sep 30, 2025	WALLER FINANCIAL PLANNING GROUP, INC	0.22%	63.65K	5.31M	1.11K	+1.78%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.2%	59.87K	4.99M	740	+1.25%
Sep 30, 2025	MONECO ADVISORS, LLC	0.2%	58.91K	4.91M	15.46K	+35.59%
Sep 30, 2025	KOSS-OLINGER CONSULTING, LLC	0.19%	56.98K	4.53M	8	+0.01%
Sep 30, 2025	RTD FINANCIAL ADVISORS, INC.	0.19%	55.41K	4.62M	-280	-0.50%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.19%	54.43K	4.54M	5.85K	+12.05%
Sep 30, 2025	UBS GROUP AG	0.18%	52.03K	4.34M	5.45K	+11.70%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	7.31%	2.14M	178.76M	-129.42K	-5.69%
Sep 30, 2025	NORTHROCK PARTNERS, LLC	4.5%	1.32M	110.15M	-48.37K	-3.53%
Sep 30, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.33%	96.74K	8.07M	-2.39K	-2.41%
Sep 30, 2025	MARINER, LLC	0.39%	112.91K	9.42M	-13.2K	-10.47%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.37%	108.51K	9.05M	-5.6K	-4.91%
Sep 30, 2025	ROCKBRIDGE INVESTMENT MANAGEMENT, LCC	0.27%	78.16K	6.52M	-10.04K	-11.38%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.77%	224.49K	18.72M	-21.7K	-8.81%
Sep 30, 2025	RODGERS & ASSOCIATES, LTD	0.75%	220.52K	18.39M	4.96K	+2.30%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.7%	205.82K	17.17M	112	+0.05%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.67%	196.15K	16.36M	55.35K	+39.31%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.64%	187.78K	15.66M	-120.39K	-39.07%
Sep 30, 2025	ERN FINANCIAL, LLC	0.64%	187.63K	15.65M	-9.22K	-4.68%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.62%	181K	15.1M	-15.26K	-7.78%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.53%	155.36K	12.96M	2.47K	+1.61%
Sep 30, 2025	BALANCED WEALTH GROUP LLC	0.52%	151.7K	12.27M	-468	-0.31%
Sep 30, 2025	MCADAM, LLC	0.51%	150.74K	12.57M	-2.86K	-1.86%
Sep 30, 2025	CWM, LLC	0.49%	143.3K	11.95M	-10.56K	-6.87%
Sep 30, 2025	SIGNET FINANCIAL MANAGEMENT, LLC	0.45%	133.32K	11.12M	-2.04K	-1.51%
Sep 30, 2025	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.44%	129.07K	10.77M	-3.3K	-2.49%
Sep 30, 2025	MICHAEL S. RYAN, INC.	0.42%	124.18K	10.36M	-767	-0.61%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.41%	121.1K	10.1M	-1.67K	-1.36%
Sep 30, 2025	ALESCO ADVISORS LLC	0.4%	117.58K	9.81M	-1.1K	-0.92%
Sep 30, 2025	IAG WEALTH PARTNERS, LLC	0.28%	82.13K	6.85M	-932	-1.12%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.86%	246.18K	19.55B	-14.84K	-5.69%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.73%	209.02K	16.6M	-40.65K	-16.28%
Jun 30, 2025	RODGERS & ASSOCIATES, LTD	0.75%	215.57K	17.12M	-527	-0.24%
Jun 30, 2025	LUTZ FINANCIAL SERVICES LLC	2.44%	701.24K	55.7M	-2.76K	-0.39%
Jun 30, 2025	MICHAEL S. RYAN, INC.	0.43%	124.94K	9.92M	-30.91K	-19.83%
Jun 30, 2025	MORGAN STANLEY	2.56%	737.56K	58.58B	13.07K	+1.80%
Jun 30, 2025	IAG WEALTH PARTNERS, LLC	0.29%	83.06K	6.6M	25.36K	+43.96%
Jun 30, 2025	DILIGENT INVESTORS, LLC	0.25%	70.63K	5.61M	-5.69K	-7.46%
Jun 30, 2025	CONVERGENCE FINANCIAL, LLC	0.98%	282.01K	22.4M	14.24K	+5.32%
Jun 30, 2025	MCADAM, LLC	0.53%	153.6K	12.2M	-1.94K	-1.25%
Jun 30, 2025		0.98%	282.01K	22.4M	14.24K	+5.32%
Jun 30, 2025	CWM, LLC	0.53%	153.87K	12.22M	11.36K	+7.97%
Jun 30, 2025	ROCKBRIDGE INVESTMENT MANAGEMENT, LCC	0.31%	88.2K	7.01M	-4.84K	-5.21%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.95%	271.96K	21.6M	29.79K	+12.30%
Jun 30, 2025	KLINGMAN & ASSOCIATES, LLC	1.29%	372.3K	29.57M	26.15K	+7.56%
Jun 30, 2025	AVANTAX PLANNING PARTNERS, INC.	1.64%	472.93K	37.56M	60.79K	+14.75%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.66%	478.83K	38.03M	-13.38K	-2.72%
Jun 30, 2025	MARINER, LLC	0.44%	126.12K	10.02M	273	+0.22%
Jun 30, 2025	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.46%	132.36K	10.51M	-1.31K	-0.98%
Jun 30, 2025	SIGNET FINANCIAL MANAGEMENT, LLC	0.47%	135.36K	10.75M	-12.36K	-8.36%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.49%	140.8K	11.19M	34.63K	+32.62%
Jun 30, 2025	BALANCED WEALTH GROUP LLC	0.53%	152.17K	12.21M	10.62K	+7.50%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.53%	152.89K	12.14M	71K	+86.70%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	7.9%	2.27M	187.03M	-246.82K	-9.80%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.72%	205.71K	16.34M	-128.16K	-38.39%
Jun 30, 2025	ALESCO ADVISORS LLC	0.41%	118.67K	9.43M	-731	-0.61%
Jun 30, 2025	NORTHROCK PARTNERS, LLC	4.76%	1.37M	108.74M	40.78K	+3.07%
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	4.47%	1.29M	102.24M	-3.76K	-0.29%
Jun 30, 2025	FAS WEALTH PARTNERS, INC.	2.05%	588.55K	46.75M	32.26K	+5.80%
Jun 30, 2025	BENJAMIN EDWARDS INC	2.49%	714.88K	56.78M	148.22K	+26.16%
Jun 30, 2025	STIFEL FINANCIAL CORP	2.93%	842.49K	66.92M	173.79K	+25.99%
Jun 30, 2025	LPL FINANCIAL LLC	3.76%	1.08M	85.92M	-54.43K	-4.79%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.31%	89.69K	7.12M	21.46K	+31.45%
Jun 30, 2025	WCG WEALTH ADVISORS LLC	0.32%	92.41K	7.34M	3.71K	+4.18%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.36%	104.87K	8.31M	18.67K	+21.65%
Jun 30, 2025	ASSET DEDICATION, LLC	0.77%	222.56K	17.68M	-3.45K	-1.53%
Jun 30, 2025	GHP INVESTMENT ADVISORS, INC.	0.97%	278.53K	22.12M	3.23K	+1.17%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	1.07%	308.17K	24.48M	64.31K	+26.37%
Jun 30, 2025	FIRST NATIONAL TRUST CO	1.25%	358.86K	28.5M	17.86K	+5.24%
Jun 30, 2025	JNBA FINANCIAL ADVISORS	0.38%	108.01K	8.58M	-9.8K	-8.32%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	114.11K	9.06M	-55.32K	-32.65%
Jun 30, 2025	KWB WEALTH	0.41%	117.49K	9.05M	-62.61K	-34.76%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.43%	122.77K	9.75M	-11.74K	-8.72%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.43%	123K	9.76M	8.65K	+7.56%
Jun 30, 2025	ERN FINANCIAL, LLC	0.68%	196.84K	15.64M	-13.32K	-6.34%
Jun 30, 2025	FIRST PACIFIC FINANCIAL	1.25%	358.99K	28.51M	5.81K	+1.64%
Jun 30, 2025	CANANDAIGUA NATIONAL BANK & TRUST CO	1.38%	396.83K	31.52M	-2.69K	-0.67%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	1.93%	555.84K	44.15M	-45.46K	-7.56%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	1.98%	569.02K	45.2M	10.98K	+1.97%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	1.12%	323.02K	25.66M	32.43K	+11.16%
Jun 30, 2025	SAGE FINANCIAL GROUP INC	0.26%	76.15K	6.05M	-225	-0.29%
Jun 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.27%	77.88K	6.19M	-124.1K	-61.44%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.29%	84.8K	6.74M	13.61K	+19.12%
Jun 30, 2025	PRISM ADVISORS, INC.	0.3%	86.55K	6.87M	86.55K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	73.87K	5.87M	-786	-1.05%
Jun 30, 2025	CAPITAL WEALTH MANAGEMENT, LLC	0.29%	82.91K	6.59M	1.83K	+2.26%
Jun 30, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.34%	99.14K	7.87M	2.08K	+2.14%
Jun 30, 2025	WEALTHSHIELD PARTNERS, LLC	0.32%	90.84K	7.22M	-710	-0.78%
Jun 30, 2025	TOTAL WEALTH PLANNING, LLC	0.35%	102.07K	8.11M	6.55K	+6.85%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.68%	196.26K	15.59M	7.15K	+3.78%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.36%	104.77K	8.32M	16.76K	+19.05%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.17%	329.15K	25.36M	93.6K	+39.74%
Mar 31, 2025	CWM, LLC	0.5%	142.51K	10.98M	9.14K	+6.86%
Mar 31, 2025	MCADAM, LLC	0.55%	155.54K	11.98M	-10.34K	-6.24%
Mar 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.86%	243.86K	18.79M	-8.13K	-3.22%
Mar 31, 2025	BENJAMIN EDWARDS INC	2.01%	566.66K	43.66M	-4.71K	-0.83%
Mar 31, 2025	NORTHROCK PARTNERS, LLC	4.7%	1.33M	102.34M	-194	-0.01%
Mar 31, 2025	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.47%	133.67K	10.3M	-59	-0.04%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.18%	333.87K	25.72M	116.97K	+53.93%
Mar 31, 2025	FIRST NATIONAL TRUST CO	1.21%	341K	26.27M	-16.68K	-4.66%
Mar 31, 2025	KLINGMAN & ASSOCIATES, LLC	1.23%	346.15K	26.67M	2.58K	+0.75%
Mar 31, 2025	FIRST PACIFIC FINANCIAL	1.25%	353.18K	27.21M	3.31K	+0.95%
Mar 31, 2025	CANANDAIGUA NATIONAL BANK & TRUST CO	1.41%	399.51K	30.78M	18.5K	+4.86%
Mar 31, 2025	AVANTAX PLANNING PARTNERS, INC.	1.46%	412.14K	31.76M	73.73K	+21.79%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.74%	492.22K	37.93M	12.01K	+2.50%
Mar 31, 2025	FAS WEALTH PARTNERS, INC.	1.97%	556.29K	42.86M	8.41K	+1.53%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	1.98%	558.04K	43M	62.4K	+12.59%
Mar 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	4.57%	1.29M	99.46M	-50.06K	-3.73%
Mar 31, 2025	LPL FINANCIAL LLC	4.02%	1.14M	87.54M	25.82K	+2.33%
Mar 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	2.13%	601.3K	46.33M	-209.51K	-25.84%
Mar 31, 2025	STIFEL FINANCIAL CORP	2.37%	668.71K	51.52M	-5.79K	-0.86%
Mar 31, 2025	LUTZ FINANCIAL SERVICES LLC	2.49%	704K	54.24M	9.3K	+1.34%
Mar 31, 2025	MORGAN STANLEY	2.56%	724.5K	55.82M	127.91K	+21.44%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.88%	249.66K	19.24M	42.15K	+20.31%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.53%	148.5K	11.44M	7.76K	+5.52%
Mar 31, 2025	RODGERS & ASSOCIATES, LTD	0.77%	216.09K	16.65M	4.81K	+2.27%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	1.03%	290.59K	22.39M	-894	-0.31%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.38%	106.17K	8.15M	21.56K	+25.49%
Mar 31, 2025	JNBA FINANCIAL ADVISORS	0.42%	117.82K	9.08M	-8.91K	-7.03%
Mar 31, 2025	ALESCO ADVISORS LLC	0.42%	119.4K	9.2M	-1.19K	-0.99%
Mar 31, 2025	SIGNET FINANCIAL MANAGEMENT, LLC	0.52%	147.72K	11.38M	-21K	-12.45%
Mar 31, 2025	MICHAEL S. RYAN, INC.	0.55%	155.86K	12.01M	-1.98K	-1.26%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.6%	169.43K	13.05M	-14.3K	-7.78%
Mar 31, 2025	KWB WEALTH	0.64%	180.1K	14.44M	-9.96K	-5.24%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.66%	185.32K	14.28M	-380.53K	-67.25%
Mar 31, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.34%	97.06K	7.48M	17.03K	+21.28%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.4%	114.35K	8.82M	-24.14K	-17.43%
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	0.44%	123.3K	9.5M	4.13K	+3.47%
Mar 31, 2025	MARINER, LLC	0.45%	125.84K	9.7M	11.21K	+9.78%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	8.92%	2.52M	194.14M	-4.33M	-63.20%
Mar 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.48%	134.5K	10.36M	-8.23K	-5.77%
Mar 31, 2025	BALANCED WEALTH GROUP LLC	0.5%	141.55K	10.91M	-1.34K	-0.93%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.67%	189.11K	14.57M	-94.23K	-33.26%
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.72%	201.98K	15.56M	992	+0.49%
Mar 31, 2025	ASSET DEDICATION, LLC	0.8%	226.02K	17.41M	-51.34K	-18.51%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.86%	242.17K	18.66M	7.28K	+3.10%
Mar 31, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.9%	255.33K	19.67M	65.22K	+34.30%
Mar 31, 2025	ERN FINANCIAL, LLC	0.74%	210.16K	16.19M	-1.7K	-0.80%
Mar 31, 2025	GHP INVESTMENT ADVISORS, INC.	0.97%	275.31K	21.21M	1.66K	+0.61%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.92%	261.03K	20.11M	18.51K	+7.63%
Mar 31, 2025		0.95%	267.77K	20.63M	2.16K	+0.81%
Mar 31, 2024	JNBA FINANCIAL ADVISORS	0.78%	256.43K	19.49M	-91.94K	-26.39%
Mar 31, 2024	DILIGENT INVESTORS, LLC	0.28%	90.19K	6.85M	-654	-0.72%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.29%	104.67K	7.96M	-880.58K	-89.38%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.3%	98.16K	7.46M	-37.47K	-27.62%
Mar 31, 2024	WCG WEALTH ADVISORS LLC	0.31%	101.26K	7.7M	-47.63K	-31.99%
Mar 31, 2024	TOTAL WEALTH PLANNING, LLC	0.31%	102.46K	7.79M	-3.97K	-3.73%
Mar 31, 2024	MARINER, LLC	0.32%	105.85K	8.04M	-2.68K	-2.47%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.34%	123.2K	9.36M	2.53K	+2.09%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	131.31K	9.98M	131.31K	+100.00%
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	0.4%	131.48K	9.99M	2.21K	+1.71%
Mar 31, 2024	ALESCO ADVISORS LLC	0.41%	134.9K	10.25M	-71.8K	-34.74%
Mar 31, 2024	RETIREMENT GROUP, LLC	0.43%	139.56K	10.61M	-717	-0.51%
Mar 31, 2024	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.44%	144.85K	11.01M	4.5K	+3.20%
Mar 31, 2024	FINTRUST CAPITAL ADVISORS, LLC	0.46%	150.88K	11.47M	-3.73K	-2.41%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.47%	153.98K	11.7M	22.34K	+16.97%
Mar 31, 2024	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.49%	161.28K	12.26M	-1.24M	-88.52%
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.5%	164.01K	12.46M	10.64K	+6.94%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.54%	176.09K	13.38M	52.75K	+42.77%
Mar 31, 2024	MICHAEL S. RYAN, INC.	0.54%	176.55K	13.42M	9.51K	+5.69%
Mar 31, 2024	SIGNET FINANCIAL MANAGEMENT, LLC	0.57%	186.55K	14.18M	-3.12K	-1.65%
Mar 31, 2024	KWB WEALTH	0.58%	188.47K	14.32M	-6.64K	-3.40%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.6%	219.53K	16.7M	-35.56K	-13.94%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.62%	228.11K	17.34M	-2.91M	-92.73%
Mar 31, 2024	RODGERS & ASSOCIATES, LTD	0.64%	209.73K	15.94M	6.46K	+3.18%
Mar 31, 2024	ROCKBRIDGE INVESTMENT MANAGEMENT, LCC	0.64%	211.27K	16.06M	7.7K	+3.78%
Mar 31, 2024	ERN FINANCIAL, LLC	0.67%	219.51K	16.68M	328	+0.15%
Mar 31, 2024	TRADEWINDS CAPITAL MANAGEMENT, LLC	0.67%	220.95K	16.79M	218.81K	+10,210.36%
Mar 31, 2024	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	0.71%	231.3K	17.58M	3.72K	+1.64%
Mar 31, 2024	BALANCED WEALTH GROUP LLC	0.72%	234.4K	8.55M	192.58K	+460.42%
Mar 31, 2024	MCADAM, LLC	0.73%	240.77K	18.3M	-4.46K	-1.82%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0.8%	263.62K	20.04M	-2.04K	-0.77%
Mar 31, 2024	GHP INVESTMENT ADVISORS, INC.	0.81%	265.96K	20.21M	3.64K	+1.39%
Mar 31, 2024	ASSET DEDICATION, LLC	0.82%	269.78K	20.51M	-2.89K	-1.06%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.96%	350.93K	26.67M	35.19K	+11.14%
Mar 31, 2024	CONFLUENCE INVESTMENT MANAGEMENT LLC	1%	326.1K	24.78M	326.1K	+100.00%
Mar 31, 2024	FIRST NATIONAL TRUST CO	1.02%	333.44K	25.34M	-35.21K	-9.55%
Mar 31, 2024	KLINGMAN & ASSOCIATES, LLC	1.05%	345.65K	26.27M	-3.8K	-1.09%
Mar 31, 2024	FIRST PACIFIC FINANCIAL	1.07%	349.36K	26.55M	6.5K	+1.90%
Mar 31, 2024	MORGAN STANLEY	1.3%	473.76K	36.01M	-52.03K	-9.90%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	1.62%	529.36K	40.23M	374.6K	+242.05%
Mar 31, 2024	FAS WEALTH PARTNERS, INC.	1.71%	559.86K	42.55M	-4K	-0.71%
Mar 31, 2024	NORTHROCK PARTNERS, LLC	1.83%	598.99K	45.52M	-13.41K	-2.19%
Mar 31, 2024	LUTZ FINANCIAL SERVICES LLC	2.03%	665.21K	50.56M	20K	+3.10%
Mar 31, 2024	STIFEL FINANCIAL CORP	2.55%	933.4K	70.94M	2.82K	+0.30%
Mar 31, 2024	LPL FINANCIAL LLC	3.69%	1.35M	102.51M	-21.9K	-1.60%
Mar 31, 2024	FINANCIAL ENGINES ADVISORS L.L.C.	5.2%	1.7M	129.5M	-12.54K	-0.73%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	15.98%	5.24M	398.03M	721.83K	+15.99%
Mar 31, 2024	CAPITAL WEALTH MANAGEMENT, LLC	0.19%	69.11K	5.25M	2.12K	+3.17%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.19%	70.96K	5.39M	-116.13K	-62.07%
Mar 31, 2024	MAROTTA ASSET MANAGEMENT	0.2%	71.75K	5.45M	-6.74K	-8.59%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.2%	71.81K	5.46M	0	0
Mar 31, 2024	EQIS CAPITAL MANAGEMENT, INC.	0.21%	77.21K	5.87M	-14.59K	-15.89%
Mar 31, 2024	SAGE FINANCIAL GROUP INC	0.22%	80.95K	6.15M	-187	-0.23%
Mar 31, 2024	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.23%	83.61K	6.35M	9.6K	+12.97%
Mar 31, 2024	CWM, LLC	0.24%	89.49K	6.8M	16.81K	+23.12%
Mar 31, 2024	TIAA TRUST, NATIONAL ASSOCIATION	1.96%	642.78K	48.85M	-10.5K	-1.61%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	2%	656.56K	49.9M	7.64K	+1.18%
Mar 31, 2024	TOWNSQUARE CAPITAL LLC	2.45%	803.85K	61.09M	30.41K	+3.93%
Dec 31, 2023	FAS WEALTH PARTNERS, INC.	1.49%	563.86K	41.38M	72.4K	+14.73%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	1.47%	554.68K	40.29M	549.28K	+10,168.03%
Dec 31, 2023	MORGAN STANLEY	1.39%	525.8K	38.58M	45.67K	+9.51%
Dec 31, 2023	FIRST NATIONAL TRUST CO	0.97%	368.65K	27.05M	-50.58K	-12.06%
Dec 31, 2023	KLINGMAN & ASSOCIATES, LLC	0.92%	349.45K	25.64M	1.55K	+0.45%
Dec 31, 2023	JNBA FINANCIAL ADVISORS	0.92%	348.37K	25.56M	13.66K	+4.08%
Dec 31, 2023	FIRST PACIFIC FINANCIAL	0.91%	342.86K	25.16M	382	+0.11%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.83%	315.75K	23.17M	2.28K	+0.73%
Dec 31, 2023	ASSET DEDICATION, LLC	0.72%	272.67K	20.01M	-10.97K	-3.87%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.7%	265.67K	19.19M	133.56K	+101.10%
Dec 31, 2023	GHP INVESTMENT ADVISORS, INC.	0.69%	262.32K	19.25M	5.39K	+2.10%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.67%	255.09K	18.72M	27.83K	+12.24%
Dec 31, 2023	MCADAM, LLC	0.65%	245.23K	17.99M	-3.41K	-1.37%
Dec 31, 2023	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	0.6%	227.58K	16.7M	41.85K	+22.53%
Dec 31, 2023	ERN FINANCIAL, LLC	0.58%	219.18K	15.5M	26.03K	+13.48%
Dec 31, 2023	ALESCO ADVISORS LLC	0.55%	206.7K	15.17M	-430.11K	-67.54%
Dec 31, 2023	ROCKBRIDGE INVESTMENT MANAGEMENT, LCC	0.54%	203.57K	14.94M	203.57K	+100.00%
Dec 31, 2023	RODGERS & ASSOCIATES, LTD	0.54%	203.27K	14.92M	13.81K	+7.29%
Dec 31, 2023	KWB WEALTH	0.52%	195.1K	14.32M	58.85K	+43.19%
Dec 31, 2023	SIGNET FINANCIAL MANAGEMENT, LLC	0.5%	189.67K	13.92M	-1.12K	-0.59%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.32%	120.68K	8.86M	-862	-0.71%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.33%	123.34K	9.05M	32.86K	+36.32%
Dec 31, 2023	ABLE FINANCIAL GROUP, LLC	0.33%	125.56K	9.21M	8.75K	+7.49%
Dec 31, 2023	IHT WEALTH MANAGEMENT, LLC	0.34%	129.27K	9.49M	-3.8K	-2.85%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.35%	131.64K	9.66M	79.43K	+152.11%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.36%	135.63K	9.95M	45.78K	+50.95%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.49%	187.09K	13.73M	138.2K	+282.68%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.48%	181.38K	2.47M	178.9K	+7,237.18%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.41%	154.76K	11.36M	143.26K	+1,245.51%
Dec 31, 2023	FINTRUST CAPITAL ADVISORS, LLC	0.41%	154.61K	11.35M	1.9K	+1.24%
Dec 31, 2023	RETIREMENT GROUP, LLC	0.37%	140.27K	10.29M	-684	-0.49%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	8.29%	3.14M	230.22M	2.73M	+663.67%
Dec 31, 2023		0.37%	140.36K	10.3M	140.36K	+100.00%
Dec 31, 2023	WCG WEALTH ADVISORS LLC	0.39%	148.89K	10.93M	-11.84K	-7.37%
Dec 31, 2023	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.41%	153.37K	11.25M	12.35K	+8.76%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	11.93%	4.52M	331.34M	520.49K	+13.03%
Dec 31, 2023	MARINER, LLC	0.29%	108.53K	7.96M	-1.79K	-1.62%
Dec 31, 2023	ROYAL BANK OF CANADA	0.29%	108.66K	7.97M	-13.03K	-10.71%
Dec 31, 2023	FINANCIAL ENGINES ADVISORS L.L.C.	4.54%	1.72M	125.95M	-7.04K	-0.41%
Dec 31, 2023	CLARK CAPITAL MANAGEMENT GROUP, INC.	3.71%	1.4M	103.09M	1.16M	+479.57%
Dec 31, 2023	LPL FINANCIAL LLC	3.62%	1.37M	100.59M	248.84K	+22.18%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	2.6%	985.24K	72.29M	754.49K	+326.97%
Dec 31, 2023	STIFEL FINANCIAL CORP	2.46%	930.58K	68.29M	-607.07K	-39.48%
Dec 31, 2023	TOWNSQUARE CAPITAL LLC	2.04%	773.44K	56.76M	43.76K	+6.00%
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	1.72%	648.92K	47.62M	-449.43K	-40.92%
Dec 31, 2023	LUTZ FINANCIAL SERVICES LLC	1.71%	645.2K	47.34M	37.89K	+6.24%
Dec 31, 2023	NORTHROCK PARTNERS, LLC	1.62%	612.4K	44.94M	-18.07K	-2.87%

Frequently Asked Questions