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

Who are the major shareholders selling iShares Short Maturity Municipal Bond ETF stock?

BANK OF NEW YORK MELLON CORP, in the last quarter, reduced its stake in MEAR by -87.66% restricting it's holding to 52.93 thousand shares of worth nearly $2.67M. BLACKROCK, INC. also lessened -1.14% of the MEAR shares from its portfolio, reducing its holding to 53.35 thousand shares of worth $2.69M. RICHARD P SLAUGHTER ASSOCIATES INC also shunned MEAR shares holding by -36.76% last quarter which brought its holding to 60.36 thousand shares worth $3.04M.

Investors who are buying MEAR stock?

As per its latest 13F filing, DELARME WEALTH MANAGEMENT, INC. increased its stake in MEAR by 2.45% in the last quarter. The institutional holder raised its holding to 127.86 thousand shares having worth more than $6.44M. AXXCESS WEALTH MANAGEMENT, LLC also added 100% more shares of MEAR to its portfolio, raising its holding to 54.96 thousand shares of worth $2.77M. THRIVENT FINANCIAL FOR LUTHERANS also increased its MEAR shares holding by 6.31% which brought its holding to 55.41 thousand shares worth $2.79M.

MEAR's major insiders: who are they?

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

Did an insider recently sell MEAR stock?

Company executives, directors, and other insiders own N/A percent of iShares Short Maturity Municipal Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which MEAR insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased MEAR stock?

There have been 0 transaction(s) during the past 6-months in which iShares Short Maturity Municipal Bond ETF insiders have bought stock, totalling 0 shares

How much of MEAR does insiders own?

Around 0 iShares Short Maturity Municipal Bond ETF shares are held by insiders, which represents about N/A of MEAR stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in MEAR?

DELARME WEALTH MANAGEMENT, INC. is the largest institutional owner in MEAR which holds 127.86 thousand shares worth $6.44M or 0.45% of the total MEAR shares outstanding followed by BANK OF NEW YORK MELLON CORP with ownership of 52.93 thousand shares representing 0.19% of the MEAR ownership. BLACKROCK, INC. is the third largest stakeholder with 53.35 thousand shares or 0.19% of the ownership worth more than $2.69M.

Is iShares Short Maturity Municipal Bond 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 MEAR is concerned, it is a stock which is not optionable.

Is there a short position on MEAR's shares?

Number of MEAR 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 MEAR shares are there?

As of today, null shares of MEAR are outstanding.

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

MEAR 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 MEAR is null.

iShares Short Maturity Municipal Bond ETF (MEAR) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. DELARME WEALTH MANAGEMENT, INC. is the top corporate investor, holding 127.86K shares valued at $6.44M. A 0.45% stake in iShares Short Maturity Municipal Bond ETF is owned by the company. BANK OF NEW YORK MELLON CORP owns 52.93K shares valued at $2.67M, which translates its holding of 0.19% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	DELARME WEALTH MANAGEMENT, INC.	0.45%	127.86K	6.44M	3.06K	+2.45%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.19%	52.93K	2.67M	-375.9K	-87.66%
Jun 30, 2026	BLACKROCK, INC.	0.19%	53.35K	2.69M	-614	-1.14%
Jun 30, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0.2%	54.96K	2.77M	54.96K	+100.00%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.2%	55.41K	2.79M	3.29K	+6.31%
Jun 30, 2026	RICHARD P SLAUGHTER ASSOCIATES INC	0.21%	60.36K	3.04M	-35.09K	-36.76%
Jun 30, 2026	ELMWOOD WEALTH MANAGEMENT, INC.	0.24%	67.46K	3.4M	-20.56K	-23.36%
Jun 30, 2026	JACOBSON & SCHMITT ADVISORS, LLC	0.24%	68.78K	3.47M	-2.1K	-2.96%
Jun 30, 2026	WILLIS JOHNSON & ASSOCIATES, INC.	0.25%	71.3K	3.59M	-1.54K	-2.11%
Jun 30, 2026	CRESTA ADVISORS, LTD.	0.28%	78.77K	3.97M	0	0
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.28%	79.08K	3.98M	-22.26K	-21.97%
Jun 30, 2026	NATIXIS ADVISORS, L.P.	0.29%	81.65K	4.11M	43.46K	+113.82%
Jun 30, 2026	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.29%	81.9K	4.13M	4.07K	+5.23%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.3%	84.76K	4.27M	34.48K	+68.56%
Jun 30, 2026	DONALDSON CAPITAL MANAGEMENT, LLC	0.32%	89.48K	4.51M	9.48K	+11.85%
Jun 30, 2026	AUSDAL FINANCIAL PARTNERS, INC.	0.39%	109.52K	5.52M	24.31K	+28.54%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.4%	112.91K	5.69M	12.91K	+12.91%
Jun 30, 2026	INTEGRATED INVESTMENT CONSULTANTS, LLC	0.4%	113.72K	5.73M	27.31K	+31.60%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	1.04%	291.79K	14.7M	-93.34K	-24.24%
Jun 30, 2026	UBS GROUP AG	0.47%	131.55K	6.63M	26.96K	+25.78%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.16%	43.6K	2.2M	-13.38K	-23.49%
Jun 30, 2026	SIGMA PLANNING CORP	0.16%	43.74K	2.2M	-19.63K	-30.98%
Jun 30, 2026	BETTERMENT LLC	0.36%	102.03K	5.14M	-11.5K	-10.13%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.4%	113.83K	5.73M	5.01K	+4.61%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.41%	116.07K	5.85M	13.68K	+13.36%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.56%	156.8K	7.9M	-10.73K	-6.41%
Jun 30, 2026	PINE HARBOR WEALTH MANAGEMENT, LLC	0.61%	172.3K	8.68M	-2.77K	-1.58%
Jun 30, 2026	COLONY GROUP, LLC	0.64%	181.09K	9.12M	-12.33K	-6.37%
Jun 30, 2026		0.47%	127.86K	6.44M	3.06K	+2.45%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.7%	195.91K	9.87M	62.29K	+46.62%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.73%	205.25K	10.34M	11.49K	+5.93%
Jun 30, 2026	ROYAL BANK OF CANADA	0.74%	207.54K	10.46M	47.63K	+29.78%
Jun 30, 2026	QUOTIENT WEALTH PARTNERS, LLC	0.81%	227.25K	11.45M	23.03K	+11.28%
Jun 30, 2026	SMART MONEY GROUP LLC	1.02%	285.98K	14.41M	127.17K	+80.08%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.21%	341.83K	17.22M	45.29K	+15.27%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	5.02%	1.41M	71.17M	-6.29K	-0.44%
Jun 30, 2026	DYNASTY WEALTH MANAGEMENT, LLC	0.92%	260.29K	13.11M	38.39K	+17.30%
Jun 30, 2026	ULLMANN WEALTH PARTNERS GROUP, LLC	1.58%	444.31K	22.38M	8.48K	+1.94%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.62%	457.12K	23.03M	231.11K	+102.25%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.89%	533.44K	26.87M	27.43K	+5.42%
Jun 30, 2026	FOSTER GROUP, INC.	2.18%	612.47K	30.86M	22.59K	+3.83%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	2.4%	657.57K	33.13M	-384	-0.06%
Jun 30, 2026	LPL FINANCIAL LLC	2.68%	755.03K	38.04M	-4.59K	-0.60%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	3.75%	1.05M	53.14M	-17.59K	-1.64%
Jun 30, 2026	RESONANT CAPITAL ADVISORS, LLC	6.41%	1.8M	90.89M	137.41K	+8.24%
Jun 30, 2026	JPMORGAN CHASE & CO	1.3%	366.93K	18.49M	37.71K	+11.45%
Jun 30, 2026	SUMMIT WEALTH PARTNERS, LLC	0.14%	37.73K	1.9M	0	0
Jun 30, 2026	EAGLE GLOBAL ADVISORS LLC	0.14%	38.4K	1.93M	2.25K	+6.22%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.14%	38.45K	1.94M	-990	-2.51%
Jun 30, 2026	SOVRAN ADVISORS, LLC	0.15%	41.12K	2.07M	-304	-0.73%
Jun 30, 2026	HIGHLAND FINANCIAL ADVISORS, LLC	0.15%	41.49K	2.09M	1.27K	+3.16%
Jun 30, 2026	IFP ADVISORS, INC	0.15%	41.79K	2.11M	2.46K	+6.25%
Jun 30, 2026	FLAGSHIP PRIVATE WEALTH, LLC	0.16%	42.69K	2.15M	-6.31K	-12.87%
Jun 30, 2026	MEEDER ADVISORY SERVICES, INC.	0.16%	43.03K	2.17M	304	+0.71%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.16%	43.11K	2.17M	-30	-0.07%
Jun 30, 2026	ROCKWOOD WEALTH MANAGEMENT, LLC	8.42%	2.37M	119.42M	93.96K	+4.13%
Jun 30, 2026	MORGAN STANLEY	11.81%	3.33M	167.57M	67.34K	+2.07%
Jun 30, 2026	TITLEIST ASSET MANAGEMENT, LLC	0.17%	48.6K	2.45M	2.2K	+4.74%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.2%	57.06K	2.87M	164	+0.29%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.17%	49.02K	2.47M	-180	-0.37%
Jun 30, 2026	APRIO WEALTH MANAGEMENT, LLC	0.16%	44.01K	2.22M	2.84K	+6.91%
Jun 30, 2026	55 NORTH PRIVATE WEALTH, LLC	0.67%	189.92K	9.57M	94.35K	+98.73%
Jun 30, 2026	HORIZON WEALTH MANAGEMENT, LLC	0.18%	51.95K	2.62M	-5.97K	-10.31%
Mar 31, 2026	AUSDAL FINANCIAL PARTNERS, INC.	0.3%	85.2K	4.29M	8.87K	+11.62%
Mar 31, 2026	INTEGRATED INVESTMENT CONSULTANTS, LLC	0.31%	86.42K	4.35M	9.53K	+12.40%
Mar 31, 2026	FOSTER GROUP, INC.	2.1%	589.88K	29.69M	38.94K	+7.07%
Mar 31, 2026	PORTFOLIO DESIGN LABS, LLC	0.4%	111.61K	5.62M	-218	-0.19%
Mar 31, 2026	BETTERMENT LLC	0.4%	113.53K	5.72M	-20.21K	-15.11%
Mar 31, 2026	DGS CAPITAL MANAGEMENT, LLC	0.47%	130.73K	6.58M	28.05K	+27.32%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.48%	133.62K	6.72M	53.82K	+67.43%
Mar 31, 2026	SMART MONEY GROUP LLC	0.57%	158.8K	7.99M	22.54K	+16.54%
Mar 31, 2026	ROYAL BANK OF CANADA	0.57%	159.91K	8.05M	-22.33K	-12.25%
Mar 31, 2026	CWM, LLC	0.58%	163.62K	8.24M	-6.57K	-3.86%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.6%	167.53K	8.43M	-14.86K	-8.15%
Mar 31, 2026	PINE HARBOR WEALTH MANAGEMENT, LLC	0.62%	175.06K	8.81M	-615	-0.35%
Mar 31, 2026	COLONY GROUP, LLC	0.69%	193.42K	9.74M	-8.34K	-4.14%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.69%	193.77K	9.75M	-968	-0.50%
Mar 31, 2026	QUOTIENT WEALTH PARTNERS, LLC	0.73%	204.22K	10.28M	18.99K	+10.25%
Mar 31, 2026	DYNASTY WEALTH MANAGEMENT, LLC	0.79%	221.9K	11.17M	41.79K	+23.20%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.36%	101.34K	5.1M	-19.82K	-16.36%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.81%	226.01K	11.38M	111.22K	+96.88%
Mar 31, 2026	LPL FINANCIAL LLC	2.71%	759.62K	38.24M	86.7K	+12.88%
Mar 31, 2026	RESONANT CAPITAL ADVISORS, LLC	5.94%	1.67M	83.9M	293.49K	+21.37%
Mar 31, 2026	HORIZON WEALTH MANAGEMENT, LLC	0.21%	57.93K	2.92M	-5K	-7.95%
Mar 31, 2026	CLARITY ASSET MANAGEMENT, INC.	0.22%	59.67K	3M	-5K	-7.74%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.22%	60.86K	3.06M	-12.11K	-16.60%
Mar 31, 2026	CRESTA ADVISORS, LTD.	0.28%	78.77K	3.97M	29.67K	+60.42%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.21%	56.98K	2.87M	-23.88K	-29.53%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.22%	62.63K	3.15M	58.49K	+1,412.68%
Mar 31, 2026	SIGMA PLANNING CORP	0.23%	63.37K	3.19M	1.66K	+2.69%
Mar 31, 2026	WILLIS JOHNSON & ASSOCIATES, INC.	0.26%	72.83K	3.67M	-32.33K	-30.75%
Mar 31, 2026	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.28%	77.83K	3.92M	11.62K	+17.55%
Mar 31, 2026	DONALDSON CAPITAL MANAGEMENT, LLC	0.29%	79.99K	4.03M	6.22K	+8.43%
Mar 31, 2026	ELMWOOD WEALTH MANAGEMENT, INC.	0.31%	88.02K	4.43M	-1.27K	-1.42%
Mar 31, 2026	ASCENT GROUP, LLC	0.34%	94.14K	4.74M	-923	-0.97%
Mar 31, 2026	RICHARD P SLAUGHTER ASSOCIATES INC	0.34%	95.45K	4.8M	-7.97K	-7.71%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.36%	99.99K	5.03M	-279.8K	-73.67%
Mar 31, 2026	UBS GROUP AG	0.37%	104.59K	5.26M	-61.77K	-37.13%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.06%	296.53K	14.93M	64.54K	+27.82%
Mar 31, 2026	CREWE ADVISORS LLC	1.1%	307.37K	15.47M	307.37K	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	1.17%	329.22K	16.55M	30.59K	+10.24%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	1.37%	385.13K	19.38M	385.13K	+100.00%
Mar 31, 2026	JACOBSON & SCHMITT ADVISORS, LLC	0.25%	70.88K	3.57M	5.49K	+8.40%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	5.06%	1.42M	71.43M	245.08K	+20.88%
Mar 31, 2026	MORGAN STANLEY	11.62%	3.26M	164.05M	45.4K	+1.41%
Mar 31, 2026		0.23%	64.01K	3.22M	64.01K	+100.00%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	1.53%	428.84K	21.59M	376.87K	+725.25%
Mar 31, 2026	ULLMANN WEALTH PARTNERS GROUP, LLC	1.55%	435.83K	21.94M	-9.71K	-2.18%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.8%	506.01K	25.47M	20.71K	+4.27%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	2.35%	657.95K	33.12M	5.75K	+0.88%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	3.82%	1.07M	53.99M	-397.71K	-27.05%
Mar 31, 2026	KEYSTONE FINANCIAL GROUP, INC.	0.16%	43.9K	2.21M	-35.86K	-44.95%
Mar 31, 2026	TITLEIST ASSET MANAGEMENT, LLC	0.17%	46.4K	2.34M	6.38K	+15.94%
Mar 31, 2026	ROCKWOOD WEALTH MANAGEMENT, LLC	8.11%	2.28M	114.59M	85.26K	+3.89%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.36%	102.39K	5.15M	-1.12K	-1.08%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.18%	48.98K	2.47M	20.82K	+73.90%
Mar 31, 2026	FLAGSHIP PRIVATE WEALTH, LLC	0.18%	48.99K	2.47M	8.54K	+21.11%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.18%	49.2K	2.48M	-664	-1.33%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.18%	50.29K	2.53M	-4.62K	-8.42%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.19%	52.12K	2.62M	-1.42K	-2.64%
Mar 31, 2026	JANE STREET GROUP, LLC	0.19%	53.34K	2.68M	53.34K	+100.00%
Mar 31, 2026	BLACKROCK, INC.	0.2%	53.96K	2.72M	1.72K	+3.30%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.2%	55.11K	2.77M	-16.19K	-22.71%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.39%	108.82K	5.48M	1.23K	+1.14%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.43%	114.8K	5.78M	71.73K	+166.57%
Dec 31, 2025	FOSTER GROUP, INC.	2.09%	550.93K	27.72M	23.6K	+4.48%
Dec 31, 2025	CLARITY ASSET MANAGEMENT, INC.	0.24%	64.67K	3.25M	1.33K	+2.09%
Dec 31, 2025	ROCKWOOD WEALTH MANAGEMENT, LLC	8.29%	2.19M	110.26M	163.62K	+8.07%
Dec 31, 2025	RESONANT CAPITAL ADVISORS, LLC	5.2%	1.37M	69.1M	622	+0.05%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.33%	1.17M	59.07M	92.89K	+8.59%
Dec 31, 2025	LPL FINANCIAL LLC	2.48%	672.92K	33.86M	62.94K	+10.32%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.79%	485.3K	24.42M	281.52K	+138.15%
Dec 31, 2025	ULLMANN WEALTH PARTNERS GROUP, LLC	1.64%	445.55K	22.47M	-6.44K	-1.43%
Dec 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	1.45%	393.84K	19.82M	-78.46K	-16.61%
Dec 31, 2025	JPMORGAN CHASE & CO	1.13%	298.63K	15.03M	-32.92K	-9.93%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.86%	231.99K	11.67M	11.88K	+5.39%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.69%	182.39K	9.18M	19.69K	+12.10%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.41%	107.59K	5.41M	70.99K	+193.93%
Dec 31, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.4%	105.17K	5.29M	78.98K	+301.61%
Dec 31, 2025	RICHARD P SLAUGHTER ASSOCIATES INC	0.39%	103.42K	5.2M	5.18K	+5.27%
Dec 31, 2025	ASCENT GROUP, LLC	0.36%	95.07K	4.78M	-4.84K	-4.85%
Dec 31, 2025	ELMWOOD WEALTH MANAGEMENT, INC.	0.34%	89.29K	4.49M	7.87K	+9.66%
Dec 31, 2025	KEYSTONE FINANCIAL GROUP, INC.	0.3%	79.76K	4.01M	-1.51K	-1.86%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.29%	79.81K	4.02M	16.3K	+25.67%
Dec 31, 2025	MARINER, LLC	0.27%	72.46K	3.65M	6.73K	+10.24%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.26%	71.3K	3.59M	-19.88K	-21.80%
Dec 31, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.25%	66.21K	3.33M	10.63K	+19.12%
Dec 31, 2025	JACOBSON & SCHMITT ADVISORS, LLC	0.25%	65.39K	3.29M	1.46K	+2.29%
Dec 31, 2025	HORIZON WEALTH MANAGEMENT, LLC	0.24%	62.93K	3.17M	0	0
Dec 31, 2025	SIGMA PLANNING CORP	0.23%	61.72K	3.11M	7.07K	+12.93%
Dec 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.23%	61.47K	3.09M	-9.14K	-12.94%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.2%	54.91K	2.76M	6.5K	+13.42%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.2%	53.54K	2.69M	388	+0.73%
Dec 31, 2025	BLACKROCK, INC.	0.19%	52.24K	2.63B	2.14K	+4.26%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.74%	194.73K	9.8M	322	+0.17%
Dec 31, 2025	PINE HARBOR WEALTH MANAGEMENT, LLC	0.66%	175.68K	8.84M	-12.07K	-6.43%
Dec 31, 2025	UBS GROUP AG	0.61%	166.35K	8.37M	34.75K	+26.40%
Dec 31, 2025	STEPHENS INC /AR/	0.52%	136.55K	6.87M	-35.08K	-20.44%
Dec 31, 2025	SMART MONEY GROUP LLC	0.52%	136.26K	6.86M	3.24K	+2.43%
Dec 31, 2025	CWM, LLC	0.63%	170.19K	8.56M	1.51K	+0.90%
Dec 31, 2025	MORGAN STANLEY	11.87%	3.21M	161.7M	-205.44K	-6.01%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.19%	49.7K	2.5M	-10.35K	-17.23%
Dec 31, 2025	CRESTA ADVISORS, LTD.	0.19%	49.1K	2.47M	49.1K	+100.00%
Dec 31, 2025	SOVRAN ADVISORS, LLC	0.16%	42.96K	2.17M	3.52K	+8.93%
Dec 31, 2025	MEEDER ADVISORY SERVICES, INC.	0.16%	43.06K	2.17M	380	+0.89%
Dec 31, 2025	HIGHLAND FINANCIAL ADVISORS, LLC	0.16%	41.17K	2.07M	1K	+2.50%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	2.41%	652.2K	32.82M	-5.64K	-0.86%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.4%	379.79K	19.11M	-80.46K	-17.48%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	1.13%	307.37K	15.47M	307.37K	+100.00%
Dec 31, 2025	COLONY GROUP, LLC	0.75%	201.76K	10.15M	1.17K	+0.58%
Dec 31, 2025	SAVANT CAPITAL, LLC	0.42%	114.11K	5.74M	-32.49K	-22.16%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.38%	103.5K	5.21M	-6.05K	-5.52%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.3%	80.86K	4.07M	-10.41K	-11.41%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.27%	72.97K	3.67M	26.34K	+56.49%
Dec 31, 2025	BETTERMENT LLC	0.49%	133.73K	6.73M	-14.36K	-9.69%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.46%	121.17K	6.1M	30.75K	+34.01%
Dec 31, 2025	PORTFOLIO DESIGN LABS, LLC	0.41%	111.83K	5.63M	-4.21K	-3.63%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.19%	51.96K	2.61M	11.43K	+28.20%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.18%	49.87K	2.51M	4.46K	+9.82%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.18%	48.69K	2.45M	11.43K	+30.69%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	5.43%	1.47M	73.98M	211.36K	+16.79%
Dec 31, 2025	ROYAL BANK OF CANADA	0.67%	182.24K	9.17M	18.4K	+11.23%
Dec 31, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.66%	180.12K	9.06M	-16.64K	-8.46%
Dec 31, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.28%	76.34K	3.84M	76.34K	+100.00%
Dec 31, 2025	DONALDSON CAPITAL MANAGEMENT, LLC	0.28%	73.78K	3.71M	-68	-0.09%
Dec 31, 2025	DGS CAPITAL MANAGEMENT, LLC	0.39%	102.68K	5.17M	7.53K	+7.92%
Dec 31, 2025		0.3%	80.82K	4.07M	80.82K	+100.00%
Dec 31, 2025	INTEGRATED INVESTMENT CONSULTANTS, LLC	0.29%	76.89K	3.87M	4.54K	+6.27%
Dec 31, 2025	QUOTIENT WEALTH PARTNERS, LLC	0.7%	185.23K	9.32M	-8.22K	-4.25%
Sep 30, 2025	QUOTIENT WEALTH PARTNERS, LLC	0.77%	193.46K	9.77M	16.09K	+9.07%
Sep 30, 2025	PINE HARBOR WEALTH MANAGEMENT, LLC	0.75%	187.75K	9.48M	-4.39K	-2.28%
Sep 30, 2025	STEPHENS INC /AR/	0.69%	171.63K	8.67M	-43.28K	-20.14%
Sep 30, 2025	CWM, LLC	0.68%	168.67K	8.52M	18.93K	+12.64%
Sep 30, 2025	ROYAL BANK OF CANADA	0.66%	163.84K	8.28M	37.58K	+29.76%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.65%	162.7K	8.22M	-21.89K	-11.86%
Sep 30, 2025	BETTERMENT LLC	0.59%	148.09K	7.48M	-10.37K	-6.54%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.59%	146.6K	7.4M	20.21K	+15.99%
Sep 30, 2025	SMART MONEY GROUP LLC	0.53%	133.03K	6.72M	5.33K	+4.18%
Sep 30, 2025	UBS GROUP AG	0.53%	131.61K	6.65M	-6.68K	-4.83%
Sep 30, 2025	PORTFOLIO DESIGN LABS, LLC	0.46%	116.04K	5.86M	-7.64K	-6.18%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.44%	109.55K	5.53M	-19.23K	-14.93%
Sep 30, 2025	ASCENT GROUP, LLC	0.4%	99.91K	5.05M	-6.35K	-5.97%
Sep 30, 2025	RICHARD P SLAUGHTER ASSOCIATES INC	0.39%	98.24K	4.96M	14.74K	+17.65%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.24%	60.05K	3.03M	264	+0.44%
Sep 30, 2025	JANE STREET GROUP, LLC	0.23%	56.94K	2.88M	-74.1K	-56.55%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.36%	90.42K	4.57M	-2.01K	-2.17%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.19%	48.41K	2.45M	7.77K	+19.13%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.37%	91.18K	4.61M	-1.39K	-1.50%
Sep 30, 2025	ELMWOOD WEALTH MANAGEMENT, INC.	0.33%	81.43K	4.11M	4.82K	+6.29%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.19%	46.63K	2.36M	9.71K	+26.31%
Sep 30, 2025	ROCKWOOD WEALTH MANAGEMENT, LLC	8.12%	2.03M	102.41M	119.26K	+6.25%
Sep 30, 2025	MORGAN STANLEY	13.69%	3.42M	172.69M	314.18K	+10.12%
Sep 30, 2025	HILL ISLAND FINANCIAL LLC	0.14%	35.15K	1.78M	0	0
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.15%	36.61K	1.85M	583	+1.62%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	5.04%	1.26M	63.58M	674.21K	+115.33%
Sep 30, 2025	ULLMANN WEALTH PARTNERS GROUP, LLC	1.81%	451.99K	22.83M	19.84K	+4.59%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.84%	460.26K	23.25M	47.46K	+11.50%
Sep 30, 2025	EAGLE GLOBAL ADVISORS LLC	0.15%	36.65K	1.85M	0	0
Sep 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.15%	37.25K	1.88M	3.02K	+8.81%
Sep 30, 2025	KWMG, LLC	0.15%	38.01K	1.92M	-2.56K	-6.30%
Sep 30, 2025	SOVRAN ADVISORS, LLC	0.16%	39.44K	1.99M	-37.34K	-48.64%
Sep 30, 2025	OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC	0.27%	68.45K	3.45M	2.14K	+3.23%
Sep 30, 2025	HIGHLAND FINANCIAL ADVISORS, LLC	0.16%	40.16K	2.03M	549	+1.39%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.25%	63.5K	3.21M	19.52K	+44.37%
Sep 30, 2025	MARINER, LLC	0.26%	65.73K	3.32M	-589	-0.89%
Sep 30, 2025	APRIO WEALTH MANAGEMENT, LLC	0.16%	40.27K	2.03M	10.48K	+35.19%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.16%	40.53K	2.05M	40.53K	+100.00%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.16%	40.67K	2.05M	8.95K	+28.22%
Sep 30, 2025	CLARITY ASSET MANAGEMENT, INC.	0.25%	63.35K	3.2M	1.87K	+3.04%
Sep 30, 2025	FLAGSHIP PRIVATE WEALTH, LLC	0.17%	42.39K	2.14M	-915	-2.11%
Sep 30, 2025	INTEGRATED INVESTMENT CONSULTANTS, LLC	0.29%	72.35K	3.65M	-14.12K	-16.33%
Sep 30, 2025	DONALDSON CAPITAL MANAGEMENT, LLC	0.3%	73.84K	3.73M	-21.24K	-22.34%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.37%	91.27K	4.61M	-2.56K	-2.73%
Sep 30, 2025	JACOBSON & SCHMITT ADVISORS, LLC	0.26%	63.93K	3.23M	-3.07K	-4.58%
Sep 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.28%	70.61K	3.57M	4K	+6.01%
Sep 30, 2025	BLACKROCK, INC.	0.2%	50.1K	2.53M	12.05K	+31.67%
Sep 30, 2025	KEYSTONE FINANCIAL GROUP, INC.	0.33%	81.27K	4.1M	10.04K	+14.10%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.33%	1.08M	54.6M	-68.87K	-5.99%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	2.63%	657.84K	33.23M	-14	0.00%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.21%	53.15K	2.69M	53.15K	+100.00%
Sep 30, 2025	SIGMA PLANNING CORP	0.22%	54.65K	2.76M	-1.86K	-3.29%
Sep 30, 2025	JPMORGAN CHASE & CO	1.33%	331.56K	16.75M	41.15K	+14.17%
Sep 30, 2025	RESONANT CAPITAL ADVISORS, LLC	5.49%	1.37M	69.33M	139.55K	+11.32%
Sep 30, 2025	LPL FINANCIAL LLC	2.44%	609.98K	30.81M	102.36K	+20.17%
Sep 30, 2025	FOSTER GROUP, INC.	2.11%	527.33K	26.64M	7.73K	+1.49%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.88%	220.12K	11.11M	2.94K	+1.35%
Sep 30, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.22%	55.59K	2.81M	4.33K	+8.44%
Sep 30, 2025	HORIZON WEALTH MANAGEMENT, LLC	0.25%	62.93K	3.18M	3.41K	+5.73%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.18%	45.41K	2.29M	3.22K	+7.62%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	43.06K	2.18M	-12.55K	-22.56%
Sep 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	1.89%	472.3K	23.86M	39.34K	+9.09%
Sep 30, 2025	MEEDER ADVISORY SERVICES, INC.	0.17%	42.68K	2.16M	973	+2.33%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.82%	203.78K	10.29M	51.25K	+33.60%
Sep 30, 2025	COLONY GROUP, LLC	0.8%	200.59K	10.13M	-6.47K	-3.12%
Sep 30, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.79%	196.75K	9.94M	42.09K	+27.22%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.78%	194.41K	9.82M	109.11K	+127.91%
Jun 30, 2025	EAGLE GLOBAL ADVISORS LLC	0.16%	36.65K	1.84M	1K	+2.81%
Jun 30, 2025	ROCKWOOD WEALTH MANAGEMENT, LLC	8.09%	1.91M	95.93M	118.54K	+6.62%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.24%	55.61K	2.8M	32.6K	+141.68%
Jun 30, 2025	HILL ISLAND FINANCIAL LLC	0.15%	35.15K	1.77M	81	+0.23%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	35.65K	1.79M	-16.25K	-31.31%
Jun 30, 2025	KEYSTONE FINANCIAL GROUP, INC.	0.3%	71.22K	3.58M	18.97K	+36.29%
Jun 30, 2025	MEEDER ADVISORY SERVICES, INC.	0.18%	41.7K	2.1M	41.7K	+100.00%
Jun 30, 2025	SOVRAN ADVISORS, LLC	0.33%	76.78K	3.86M	76.78K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.54%	126.26K	6.35M	19.23K	+17.96%
Jun 30, 2025	UBS GROUP AG	0.59%	138.29K	6.95M	39.07K	+39.37%
Jun 30, 2025	CWM, LLC	0.63%	149.74K	7.53M	1.84K	+1.24%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.65%	152.53K	7.67M	52.12K	+51.91%
Jun 30, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.66%	154.66K	7.77M	-1.57K	-1.01%
Jun 30, 2025	QUOTIENT WEALTH PARTNERS, LLC	0.75%	177.36K	8.92M	21.98K	+14.14%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.78%	184.59K	9.28M	-16.11K	-8.03%
Jun 30, 2025	FOSTER GROUP, INC.	2.2%	519.6K	26.12M	-90	-0.02%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	2.48%	584.59K	29.39M	300.54K	+105.80%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	2.79%	657.85K	33.07M	-15.93K	-2.36%
Jun 30, 2025	LPL FINANCIAL LLC	2.15%	507.62K	25.52M	122.26K	+31.73%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.87%	1.15M	57.8M	202.65K	+21.40%
Jun 30, 2025	SIGMA PLANNING CORP	0.24%	56.51K	2.84M	-2.28K	-3.87%
Jun 30, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.22%	51.26K	2.58M	1.55K	+3.12%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.25%	59.78K	3M	9.99K	+20.06%
Jun 30, 2025	CLARITY ASSET MANAGEMENT, INC.	0.26%	61.48K	3.09M	-19.2K	-23.80%
Jun 30, 2025	OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC	0.28%	66.3K	3.33M	1.16K	+1.79%
Jun 30, 2025	INTEGRATED INVESTMENT CONSULTANTS, LLC	0.37%	86.47K	4.35M	23.01K	+36.26%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.39%	92.57K	4.65M	530	+0.58%
Jun 30, 2025	SKYLINE ADVISORS, INC.	0.28%	65.04K	3.27M	65.04K	+100.00%
Jun 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.28%	66.61K	3.35M	10.6K	+18.93%
Jun 30, 2025	ELMWOOD WEALTH MANAGEMENT, INC.	0.32%	76.61K	3.85M	875	+1.16%
Jun 30, 2025		0.3%	71.22K	3.58M	18.97K	+36.29%
Jun 30, 2025	RICHARD P SLAUGHTER ASSOCIATES INC	0.35%	83.51K	4.2M	33.75K	+67.82%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.36%	85.3K	4.29M	7.59K	+9.77%
Jun 30, 2025	ASCENT GROUP, LLC	0.45%	106.26K	5.34M	-96.01K	-47.47%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.92%	217.18K	10.92M	103.8K	+91.55%
Jun 30, 2025	PORTFOLIO DESIGN LABS, LLC	0.52%	123.68K	6.22M	-121.52K	-49.56%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.54%	126.38K	6.35M	-34.52K	-21.45%
Jun 30, 2025	JANE STREET GROUP, LLC	0.56%	131.04K	6.59M	107.99K	+468.54%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.19%	43.99K	2.21M	25.94K	+143.69%
Jun 30, 2025	MARINER, LLC	0.28%	66.32K	3.33M	37.01K	+126.28%
Jun 30, 2025	PINE HARBOR WEALTH MANAGEMENT, LLC	0.81%	192.14K	9.66M	9.8K	+5.37%
Jun 30, 2025	COLONY GROUP, LLC	0.88%	207.06K	10.41M	-71.88K	-25.77%
Jun 30, 2025	JPMORGAN CHASE & CO	1.23%	290.41K	14.6M	-17.15K	-5.58%
Jun 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	1.84%	432.95K	21.76M	-32.15K	-6.91%
Jun 30, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.15%	35.99K	1.81M	14.34K	+66.20%
Jun 30, 2025	BLACKROCK, INC.	0.16%	38.05K	1.91M	-1.1K	-2.80%
Jun 30, 2025	HIGHLAND FINANCIAL ADVISORS, LLC	0.17%	39.61K	1.99M	451	+1.15%
Jun 30, 2025	KWMG, LLC	0.17%	40.56K	2.04M	-6.39K	-13.61%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.17%	40.64K	2.04M	-5.47K	-11.86%
Jun 30, 2025	BETTERMENT LLC	0.67%	158.45K	7.97M	46.9K	+42.04%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.15%	36.02K	1.81M	224	+0.63%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.16%	36.91K	1.86M	12.06K	+48.53%
Jun 30, 2025	FLAGSHIP PRIVATE WEALTH, LLC	0.18%	43.31K	2.18M	3.08K	+7.65%
Jun 30, 2025	HORIZON WEALTH MANAGEMENT, LLC	0.25%	59.52K	2.99M	59.52K	+100.00%
Jun 30, 2025	JACOBSON & SCHMITT ADVISORS, LLC	0.28%	66.99K	3.37M	406	+0.61%
Jun 30, 2025	DONALDSON CAPITAL MANAGEMENT, LLC	0.4%	95.08K	4.78M	21.83K	+29.80%
Jun 30, 2025	SMART MONEY GROUP LLC	0.54%	127.69K	6.42M	-14.26K	-10.04%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.55%	128.78K	6.47M	8.74K	+7.28%
Jun 30, 2025	STEPHENS INC /AR/	0.91%	214.9K	10.8M	4.49K	+2.13%
Jun 30, 2025	ULLMANN WEALTH PARTNERS GROUP, LLC	1.83%	432.15K	21.72M	66.27K	+18.11%
Jun 30, 2025	RESONANT CAPITAL ADVISORS, LLC	5.23%	1.23M	61.99M	799	+0.06%
Jun 30, 2025	MORGAN STANLEY	13.16%	3.1M	156.07B	1.17M	+60.70%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.4%	93.83K	4.72M	8.09K	+9.43%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.75%	412.8K	20.75M	-15.18K	-3.55%
Mar 31, 2025	ELMWOOD WEALTH MANAGEMENT, INC.	0.38%	75.73K	3.8M	7.41K	+10.84%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.6%	120.04K	6.03M	-11.93K	-9.04%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.56%	113.38K	5.7M	-7.96K	-6.56%
Mar 31, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.25%	49.71K	2.49M	3.94K	+8.60%
Mar 31, 2025	RICHARD P SLAUGHTER ASSOCIATES INC	0.25%	49.76K	2.5M	42.11K	+550.47%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.25%	49.79K	2.5M	7.19K	+16.89%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.26%	51.9K	2.61M	13.05K	+33.59%
Mar 31, 2025	BETTERMENT LLC	0.55%	111.56K	5.61M	25.91K	+30.26%
Mar 31, 2025	CLARITY ASSET MANAGEMENT, INC.	0.4%	80.68K	4.05M	-18.24K	-18.44%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.43%	85.74K	4.31M	-3.31K	-3.71%
Mar 31, 2025	INTEGRATED INVESTMENT CONSULTANTS, LLC	0.31%	63.46K	3.19M	2.89K	+4.77%
Mar 31, 2025	FLAGSHIP PRIVATE WEALTH, LLC	0.2%	40.23K	2.02M	-2.75K	-6.40%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.23%	46.11K	2.32M	12.29K	+36.36%
Mar 31, 2025		0.26%	52.26K	2.61M	16.59K	+46.50%
Mar 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.28%	56.01K	2.81M	56.01K	+100.00%
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.46%	92.04K	4.62M	11.42K	+14.16%
Mar 31, 2025	UBS GROUP AG	0.49%	99.23K	4.99M	53.67K	+117.79%
Mar 31, 2025	ROYAL BANK OF CANADA	0.53%	107.04K	5.38M	72.07K	+206.15%
Mar 31, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.77%	156.23K	7.85M	12.59K	+8.77%
Mar 31, 2025	PINE HARBOR WEALTH MANAGEMENT, LLC	0.9%	182.35K	9.16M	-19.48K	-9.65%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1%	200.7K	10.08M	29.95K	+17.54%
Mar 31, 2025	STEPHENS INC /AR/	1.04%	210.41K	10.57M	-169.62K	-44.63%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	1.41%	284.05K	14.27M	284.05K	+100.00%
Mar 31, 2025	JACOBSON & SCHMITT ADVISORS, LLC	0.33%	66.59K	3.35M	2.7K	+4.23%
Mar 31, 2025	SAVANT CAPITAL, LLC	0.8%	160.9K	8.08M	-31.25K	-16.26%
Mar 31, 2025	ASCENT GROUP, LLC	1%	202.26K	10.16M	17.54K	+9.50%
Mar 31, 2025	SIGMA PLANNING CORP	0.29%	58.79K	2.95M	-3.9K	-6.22%
Mar 31, 2025	KWMG, LLC	0.23%	46.95K	2.36M	-1.55K	-3.20%
Mar 31, 2025	KM CAPITAL MANAGEMENT LTD.	0.21%	41.72K	2.1M	25.21K	+152.66%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.7%	947.12K	47.58M	28.43K	+3.10%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	3.34%	673.79K	33.85M	-3.48K	-0.51%
Mar 31, 2025	FOSTER GROUP, INC.	2.58%	519.69K	26.11M	6.14K	+1.20%
Mar 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	2.31%	465.1K	23.37M	168K	+56.54%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.12%	427.98K	21.5M	137.28K	+47.22%
Mar 31, 2025	LPL FINANCIAL LLC	1.91%	385.36K	19.36M	50.72K	+15.15%
Mar 31, 2025	ULLMANN WEALTH PARTNERS GROUP, LLC	1.81%	365.88K	18.38M	18.25K	+5.25%
Mar 31, 2025	JPMORGAN CHASE & CO	1.53%	307.56K	15.45M	465	+0.15%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.5%	100.41K	5.04M	39.81K	+65.69%
Mar 31, 2025	RESONANT CAPITAL ADVISORS, LLC	6.11%	1.23M	61.91M	180.35K	+17.15%
Mar 31, 2025	ROCKWOOD WEALTH MANAGEMENT, LLC	8.88%	1.79M	89.92M	173.78K	+10.75%
Mar 31, 2025	COLONY GROUP, LLC	1.38%	278.94K	14.01M	-122.67K	-30.55%
Mar 31, 2025	QUOTIENT WEALTH PARTNERS, LLC	0.77%	155.39K	7.81M	16.38K	+11.79%
Mar 31, 2025	CWM, LLC	0.73%	147.91K	7.43M	4.63K	+3.23%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.39%	77.71K	3.9M	-56.57K	-42.13%
Mar 31, 2025	DONALDSON CAPITAL MANAGEMENT, LLC	0.36%	73.26K	3.68M	10.75K	+17.20%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.21%	42.35K	2.13M	408	+0.97%
Mar 31, 2025	OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC	0.32%	65.14K	3.26M	-482	-0.73%
Mar 31, 2025	MORGAN STANLEY	9.58%	1.93M	97.06M	1.78M	+1,160.75%
Mar 31, 2025	PORTFOLIO DESIGN LABS, LLC	1.22%	245.19K	12.32M	8.76K	+3.71%
Mar 31, 2025	SMART MONEY GROUP LLC	0.7%	141.95K	7.13M	-8.75K	-5.81%

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