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

Who are the major shareholders selling Nuveen ESG Small-Cap ETF stock?

CLARITY WEALTH DEVELOPMENT LLC, in the last quarter, reduced its stake in NUSC by -43.52% restricting it's holding to 40.26 thousand shares of worth nearly $2.10M. CORUNDUM GROUP, INC. also lessened -4.48% of the NUSC shares from its portfolio, reducing its holding to 43.32 thousand shares of worth $2.26M. COLDSTREAM CAPITAL MANAGEMENT INC also shunned NUSC shares holding by -47.96% last quarter which brought its holding to 94.51 thousand shares worth $4.93M.

Investors who are buying NUSC stock?

As per its latest 13F filing, EP WEALTH ADVISORS, LLC increased its stake in NUSC by 3.34% in the last quarter. The institutional holder raised its holding to 109.64 thousand shares having worth more than $5.71M. CAPTRUST FINANCIAL ADVISORS also added 8.68% more shares of NUSC to its portfolio, raising its holding to 114.11 thousand shares of worth $5.95M. PIONEER WEALTH MANAGEMENT GROUP also increased its NUSC shares holding by 28.02% which brought its holding to 41.54 thousand shares worth $2.16M.

NUSC's major insiders: who are they?

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

Did an insider recently sell NUSC stock?

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

Which insider recently purchased NUSC stock?

There have been 0 transaction(s) during the past 6-months in which Nuveen ESG Small-Cap ETF insiders have bought stock, totalling 0 shares

How much of NUSC does insiders own?

Around 0 Nuveen ESG Small-Cap ETF shares are held by insiders, which represents about N/A of NUSC stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in NUSC?

EP WEALTH ADVISORS, LLC is the largest institutional owner in NUSC which holds 109.64 thousand shares worth $5.71M or 0.43% of the total NUSC shares outstanding followed by CAPTRUST FINANCIAL ADVISORS with ownership of 114.11 thousand shares representing 0.45% of the NUSC ownership. CLARITY WEALTH DEVELOPMENT LLC is the third largest stakeholder with 40.26 thousand shares or 0.16% of the ownership worth more than $2.10M.

Is Nuveen ESG Small-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 NUSC is concerned, it is a stock which is optionable.

Is there a short position on NUSC's shares?

Number of NUSC 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 NUSC shares are there?

As of today, null shares of NUSC are outstanding.

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

NUSC 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 NUSC is null.

Nuveen ESG Small-Cap ETF (NUSC) 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. EP WEALTH ADVISORS, LLC is the top corporate investor, holding 109.64K shares valued at $5.71M. A 0.43% stake in Nuveen ESG Small-Cap ETF is owned by the company. CAPTRUST FINANCIAL ADVISORS owns 114.11K shares valued at $5.95M, which translates its holding of 0.45% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.43%	109.64K	5.71M	3.55K	+3.34%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.45%	114.11K	5.95M	9.12K	+8.68%
Jun 30, 2026	CLARITY WEALTH DEVELOPMENT LLC	0.16%	40.26K	2.1M	-31.02K	-43.52%
Jun 30, 2026	PIONEER WEALTH MANAGEMENT GROUP	0.16%	41.54K	2.16M	9.09K	+28.02%
Jun 30, 2026	MODERA WEALTH MANAGEMENT, LLC	0.17%	42.15K	2.2M	69	+0.16%
Jun 30, 2026	WHITTIER TRUST CO	0.17%	42.81K	2.21M	0	0
Jun 30, 2026	CORUNDUM GROUP, INC.	0.17%	43.32K	2.26M	-2.03K	-4.48%
Jun 30, 2026	IMPACTFOLIO, LLC	0.18%	46.11K	2.4M	483	+1.06%
Jun 30, 2026	WESTFULLER ADVISORS, LLC	0.2%	50.28K	2.62M	13.6K	+37.06%
Jun 30, 2026	ABACUS WEALTH PARTNERS, LLC	6.06%	1.55M	80.63M	112.55K	+7.85%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	7.09%	1.81M	94.32M	88.27K	+5.13%
Jun 30, 2026	JPMORGAN CHASE & CO	0.34%	85.61K	4.43M	3.32K	+4.04%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.35%	88.26K	4.6M	3.11K	+3.65%
Jun 30, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	0.37%	94.51K	4.93M	-87.1K	-47.96%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	101.56K	5.29M	3.65K	+3.72%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.52%	133.45K	6.96M	2.86K	+2.19%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.41%	104.24K	5.43M	2.47K	+2.43%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.28%	70.93K	3.7M	-191.52K	-72.98%
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.23%	58.82K	3.07M	0	0
Jun 30, 2026	WHITTIER TRUST CO OF NEVADA INC	0.15%	39.3K	2.01M	283	+0.73%
Jun 30, 2026	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.15%	37.71K	1.97M	-1.41K	-3.60%
Jun 30, 2026	WESCOTT FINANCIAL ADVISORY GROUP, LLC	0.2%	51.15K	2.67M	-359	-0.70%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.23%	57.51K	2.94M	467	+0.82%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.32%	82.71K	4.31M	486	+0.59%
Jun 30, 2026	BSW WEALTH PARTNERS	0.27%	68.51K	3.57M	-11.84K	-14.74%
Jun 30, 2026	ST GERMAIN D J CO INC	0.26%	66.43K	3.46M	1.38K	+2.13%
Jun 30, 2026	ROSSBY FINANCIAL, LCC	0.3%	77.28K	4.03M	1.68K	+2.22%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	74.09K	3.86M	2.79K	+3.91%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	7.63%	1.95M	101.55M	-1.93M	-49.75%
Jun 30, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	4.67%	1.19M	62.08M	-62.77K	-5.01%
Jun 30, 2026	ROYAL BANK OF CANADA	4.15%	1.06M	55.15M	3.03K	+0.29%
Jun 30, 2026	UBS GROUP AG	4.11%	1.05M	54.64M	304.68K	+40.97%
Jun 30, 2026	MORGAN STANLEY	4.07%	1.04M	54.09M	-8.21K	-0.78%
Jun 30, 2026	MISSION WEALTH MANAGEMENT, LP	3.43%	876.48K	45.68M	45.77K	+5.51%
Jun 30, 2026	LPL FINANCIAL LLC	3.28%	838.35K	43.69M	18.6K	+2.27%
Jun 30, 2026	ARLINGTON FINANCIAL ADVISORS, LLC	0.21%	54.21K	2.83M	-297	-0.54%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	1.75%	446.47K	23.27M	86.55K	+24.05%
Jun 30, 2026	BOSTON COMMON ASSET MANAGEMENT, LLC	1.64%	419.63K	21.87M	-5.15K	-1.21%
Jun 30, 2026	FIRST PACIFIC FINANCIAL	1.02%	260.64K	13.58M	-4.4K	-1.66%
Jun 30, 2026	SILVEROAK WEALTH MANAGEMENT LLC	0.24%	62.23K	3.24M	479	+0.78%
Jun 30, 2026		0.23%	59.25K	3.09M	917	+1.57%
Jun 30, 2026	CREATIVE PLANNING	1.02%	259.82K	13.54M	-639	-0.25%
Jun 30, 2026	ASSETMARK, INC	1.01%	257.01K	13.4M	-4.81K	-1.84%
Jun 30, 2026	WCG WEALTH ADVISORS LLC	0.93%	237.57K	12.38M	15.57K	+7.01%
Jun 30, 2026	FMR LLC	0.85%	217.12K	11.32M	-3.12K	-1.42%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.85%	216.57K	11.29M	4.51K	+2.13%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.66%	169.19K	8.82M	1.44K	+0.86%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.59%	150.59K	7.86M	1.17K	+0.78%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.54%	138.3K	7.21M	2.09K	+1.54%
Jun 30, 2026	DEDORA CAPITAL, INC.	0.53%	135.16K	7.04M	839	+0.62%
Jun 30, 2026	COLORADO CAPITAL MANAGEMENT, INC.	0.52%	133.69K	6.97M	-1.07K	-0.79%
Jun 30, 2026	TRUE BLUE FINANCIAL, LLC	0.25%	62.65K	3.27M	-65.41K	-51.08%
Jun 30, 2026	SBE LLC DBA CEDAR COVE WEALTH PARTNERS	0.23%	59.25K	3.09M	917	+1.57%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.22%	57.36K	2.99M	-743	-1.28%
Jun 30, 2026	ADVISER INVESTMENTS LLC	0.21%	54.79K	2.86M	107	+0.20%
Jun 30, 2026	ALLODIUM INVESTMENT CONSULTANTS, LLC	0.51%	130.44K	6.8M	7.73K	+6.30%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.5%	127.19K	6.56M	10.75K	+9.23%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.48%	121.9K	6.35M	121.9K	+100.00%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.48%	121.64K	6.34M	37.96K	+45.36%
Jun 30, 2026	PALISADES HUDSON ASSET MANAGEMENT, L.P.	0.47%	119.28K	6.22M	7.14K	+6.36%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.43%	108.79K	5.67M	-947	-0.86%
Mar 31, 2026	ALLODIUM INVESTMENT CONSULTANTS, LLC	0.48%	122.71K	5.53M	-13.61K	-9.98%
Mar 31, 2026	NORTH BERKELEY WEALTH MANAGEMENT, LLC	1.15%	293.85K	13.24M	8.15K	+2.85%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.43%	109.73K	4.94M	5.8K	+5.58%
Mar 31, 2026	PALISADES HUDSON ASSET MANAGEMENT, L.P.	0.44%	112.15K	5.05M	4.18K	+3.87%
Mar 31, 2026	DEDORA CAPITAL, INC.	0.53%	134.32K	6.05M	1.75K	+1.32%
Mar 31, 2026	COLORADO CAPITAL MANAGEMENT, INC.	0.53%	134.75K	6.07M	4.03K	+3.09%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.53%	136.21K	6.14M	-359	-0.26%
Mar 31, 2026	WCG WEALTH ADVISORS LLC	0.87%	222K	10M	387	+0.17%
Mar 31, 2026	CREATIVE PLANNING	1.02%	260.46K	11.74M	26.16K	+11.17%
Mar 31, 2026	ASSETMARK, INC	1.03%	261.82K	11.8M	2.33K	+0.90%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	1.03%	262.45K	11.82M	5.95K	+2.32%
Mar 31, 2026	FIRST PACIFIC FINANCIAL	1.04%	265.03K	11.94M	-355	-0.13%
Mar 31, 2026		0.23%	58.34K	2.63M	808	+1.40%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	71.3K	3.21M	-76	-0.11%
Mar 31, 2026	ROSSBY FINANCIAL, LCC	0.3%	75.6K	3.44M	-2.2K	-2.83%
Mar 31, 2026	BSW WEALTH PARTNERS	0.32%	80.35K	3.62M	-2.48K	-3.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.32%	82.23K	3.71M	-132.12K	-61.64%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.33%	83.68K	3.77M	-1.15K	-1.36%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.33%	85.15K	3.84M	-311	-0.36%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.4%	101.77K	4.59M	3.69K	+3.77%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.41%	104.99K	4.73M	8.13K	+8.39%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.42%	106.09K	4.78M	98.12K	+1,230.77%
Mar 31, 2026	TIAA TRUST, NATIONAL ASSOCIATION	0.13%	33.12K	1.49M	-1.35M	-97.60%
Mar 31, 2026	HM PAYSON & CO	0.14%	35.39K	1.59M	30.04K	+561.16%
Mar 31, 2026	WESTFULLER ADVISORS, LLC	0.15%	36.68K	1.65M	25	+0.07%
Mar 31, 2026	WHITTIER TRUST CO OF NEVADA INC	0.16%	39.02K	1.78M	-1.62K	-3.99%
Mar 31, 2026	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.16%	39.12K	1.76M	-2.86K	-6.80%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.16%	39.39K	1.79M	-5.87K	-12.98%
Mar 31, 2026	MODERA WEALTH MANAGEMENT, LLC	0.17%	42.08K	1.9M	-4.81K	-10.25%
Mar 31, 2026	WHITTIER TRUST CO	0.17%	42.81K	1.95M	-10.75K	-20.07%
Mar 31, 2026	CORUNDUM GROUP, INC.	0.18%	45.35K	2.04M	-787	-1.71%
Mar 31, 2026	IMPACTFOLIO, LLC	0.19%	45.63K	2.06M	526	+1.17%
Mar 31, 2026	XY PLANNING NETWORK, INC.	0.21%	50.55K	2.3M	1.28K	+2.60%
Mar 31, 2026	UBS GROUP AG	2.92%	743.71K	33.51M	405.05K	+119.61%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.23%	58.1K	2.62M	-8.99K	-13.40%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.38%	97.92K	4.41M	-24.27K	-19.86%
Mar 31, 2026	JPMORGAN CHASE & CO	0.32%	82.29K	3.58M	12.12K	+17.28%
Mar 31, 2026	CLARITY WEALTH DEVELOPMENT LLC	0.28%	71.28K	3.21M	557	+0.79%
Mar 31, 2026	ST GERMAIN D J CO INC	0.26%	65.05K	2.93M	1.58K	+2.48%
Mar 31, 2026	ADVISER INVESTMENTS LLC	0.21%	54.69K	2.46M	-744	-1.34%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.22%	57.05K	2.6M	-34.93K	-37.98%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.23%	58.82K	2.65M	58.82K	+2,941,100.00%
Mar 31, 2026	BOSTON COMMON ASSET MANAGEMENT, LLC	1.67%	424.78K	19.14M	-20.04K	-4.51%
Mar 31, 2026	LPL FINANCIAL LLC	3.22%	819.75K	36.94M	221.04K	+36.92%
Mar 31, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	4.92%	1.25M	56.5M	1.25M	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	15.22%	3.88M	174.71M	-2.29M	-37.09%
Mar 31, 2026	SILVEROAK WEALTH MANAGEMENT LLC	0.24%	61.75K	2.78M	892	+1.47%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.46%	116.45K	5.12M	29.45K	+33.85%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.66%	167.75K	7.56M	4.5K	+2.75%
Mar 31, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	0.71%	181.62K	8.18M	-11.08K	-5.75%
Mar 31, 2026	FMR LLC	0.86%	220.25K	9.92M	21.71K	+10.94%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	6.76%	1.72M	77.56M	241.76K	+16.34%
Mar 31, 2026	ABACUS WEALTH PARTNERS, LLC	5.63%	1.43M	64.6M	28.65K	+2.04%
Mar 31, 2026	MISSION WEALTH MANAGEMENT, LP	3.26%	830.71K	37.43M	12.28K	+1.50%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.83%	212.06K	9.56M	3.83K	+1.84%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.51%	130.59K	5.88M	43.16K	+49.36%
Mar 31, 2026	ARLINGTON FINANCIAL ADVISORS, LLC	0.22%	54.51K	2.46M	-1.79K	-3.17%
Mar 31, 2026	WESCOTT FINANCIAL ADVISORY GROUP, LLC	0.21%	51.51K	2.32M	-471	-0.91%
Mar 31, 2026	ROYAL BANK OF CANADA	4.14%	1.06M	47.54M	19.72K	+1.90%
Mar 31, 2026	MORGAN STANLEY	4.11%	1.05M	47.14M	-22.84K	-2.14%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	1.41%	359.91K	16.22M	8.61K	+2.45%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.61%	149.43K	6.73M	-2.93K	-1.92%
Dec 31, 2025	LPL FINANCIAL LLC	2.4%	598.71K	26.73M	-26.61K	-4.26%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.39%	98.08K	4.38M	-1.44K	-1.45%
Dec 31, 2025	ST GERMAIN D J CO INC	0.24%	63.47K	2.83M	4.66K	+7.92%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.35%	87K	3.88M	7.31K	+9.17%
Dec 31, 2025	TRUEWEALTH FINANCIAL PARTNERS	0.47%	124.59K	5.56M	124.59K	+100.00%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.65%	163.25K	7.29M	22.83K	+16.25%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.77%	192.7K	8.6M	-6.51K	-3.27%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.83%	208.23K	9.3M	12.15K	+6.19%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.86%	214.34K	9.57M	3.16K	+1.50%
Dec 31, 2025	LONGVIEW ASSET MANAGEMENT LLC	0.37%	91.37K	4.08M	-2.14K	-2.29%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.39%	96.87K	4.33M	76.96K	+386.68%
Dec 31, 2025	CLARITY WEALTH DEVELOPMENT LLC	0.28%	70.72K	3.16M	131	+0.19%
Dec 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.18%	46.88K	2.09M	-5.26K	-10.09%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	5.89%	1.48M	66.06M	295.13K	+24.92%
Dec 31, 2025	KLAAS FINANCIAL ASSET ADVISORS, LLC	0.12%	33.27K	1.49M	-1.51K	-4.33%
Dec 31, 2025	PIONEER WEALTH MANAGEMENT GROUP	0.13%	33.68K	1.5M	1.44K	+4.46%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.13%	32.28K	1.44M	-3.68K	-10.23%
Dec 31, 2025	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.16%	41.98K	1.87M	-71	-0.17%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.18%	45.26K	2.02B	-1.86K	-3.95%
Dec 31, 2025	XY PLANNING NETWORK, INC.	0.19%	49.27K	2.2M	3.13K	+6.77%
Dec 31, 2025	BSW WEALTH PARTNERS	0.31%	82.83K	3.7M	-1.69K	-2.00%
Dec 31, 2025	ROSSBY FINANCIAL, LCC	0.31%	77.81K	3.47M	-1.6K	-2.01%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.32%	84.83K	3.79M	84.83K	+100.00%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.35%	91.98K	4.27M	-5.09K	-5.24%
Dec 31, 2025	ADVISER INVESTMENTS LLC	0.22%	55.43K	2.47M	-9.83K	-15.06%
Dec 31, 2025	JPMORGAN CHASE & CO	0.26%	70.16K	3.13M	-1.42K	-1.99%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	71.38K	3.19M	-4.73K	-6.21%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.35%	87.44K	3.9M	14.58K	+20.01%
Dec 31, 2025	PALISADES HUDSON ASSET MANAGEMENT, L.P.	0.41%	107.97K	4.82M	8.99K	+9.09%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.41%	103.94K	4.64M	5.15K	+5.21%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	0.89%	221.61K	9.9M	178.62K	+415.49%
Dec 31, 2025	ASSETMARK, INC	0.97%	259.49K	11.59M	247.42K	+2,050.22%
Dec 31, 2025	DEDORA CAPITAL, INC.	0.5%	132.58K	5.92M	970	+0.74%
Dec 31, 2025	ALLODIUM INVESTMENT CONSULTANTS, LLC	0.51%	136.31K	6.09M	-2.38K	-1.72%
Dec 31, 2025	FIRST PACIFIC FINANCIAL	1%	265.39K	11.85M	9.87K	+3.86%
Dec 31, 2025	NORTH BERKELEY WEALTH MANAGEMENT, LLC	1.15%	285.7K	12.76M	-634	-0.22%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.16%	42.42K	1.89M	109	+0.26%
Dec 31, 2025	IMPACTFOLIO, LLC	0.17%	45.1K	2.01M	2.13K	+4.95%
Dec 31, 2025	CORUNDUM GROUP, INC.	0.17%	46.14K	2.06M	-11.53K	-19.99%
Dec 31, 2025	FMR LLC	0.79%	198.53K	8.86M	8.22K	+4.32%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.32%	85.46K	3.82M	4.15K	+5.11%
Dec 31, 2025	MISSION WEALTH MANAGEMENT, LP	3.07%	818.43K	36.54M	22.23K	+2.79%
Dec 31, 2025	ROYAL BANK OF CANADA	4.12%	1.04M	46.23M	40.61K	+4.08%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	24.52%	6.16M	275.17M	-117.31K	-1.87%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.61%	152.36K	6.8M	4.29K	+2.90%
Dec 31, 2025	UBS GROUP AG	1.35%	338.66K	15.12M	-3.83K	-1.12%
Dec 31, 2025	ABACUS WEALTH PARTNERS, LLC	5.28%	1.41M	62.79M	59.83K	+4.45%
Dec 31, 2025	WESTFULLER ADVISORS, LLC	0.14%	36.66K	1.64M	371	+1.02%
Dec 31, 2025	WHITTIER TRUST CO	0.2%	53.56K	2.49M	-2.52K	-4.49%
Dec 31, 2025	WESCOTT FINANCIAL ADVISORY GROUP, LLC	0.21%	51.98K	2.32M	1.08K	+2.13%
Dec 31, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.21%	56.29K	2.51M	-2.72K	-4.60%
Dec 31, 2025	SILVEROAK WEALTH MANAGEMENT LLC	0.23%	60.85K	2.72M	5.92K	+10.77%
Dec 31, 2025		0.23%	57.53K	2.57M	57.53K	+100.00%
Dec 31, 2025	WHITTIER TRUST CO OF NEVADA INC	0.15%	40.64K	1.89M	-4.62K	-10.22%
Dec 31, 2025	MORGAN STANLEY	4.25%	1.07M	47.73M	-55.95K	-4.97%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	5.55%	1.38M	61.73M	-112.67K	-7.53%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.27%	67.09K	3M	-2.4K	-3.45%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.49%	122.19K	5.46M	-5.29K	-4.15%
Dec 31, 2025	COLORADO CAPITAL MANAGEMENT, INC.	0.49%	130.72K	5.84M	-2.46K	-1.85%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.51%	136.57K	6.1M	-1.11K	-0.81%
Dec 31, 2025	CREATIVE PLANNING	0.94%	234.3K	10.46M	13.18K	+5.96%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.96%	256.5K	11.45M	-1.68K	-0.65%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	1.41%	351.31K	15.69M	-3.86K	-1.09%
Dec 31, 2025	BOSTON COMMON ASSET MANAGEMENT, LLC	1.67%	444.83K	19.86M	444.83K	+100.00%
Sep 30, 2025	FMR LLC	0.7%	190.31K	8.39M	-951	-0.50%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.29%	79.69K	3.51M	3.76K	+4.95%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.3%	81.31K	3.59M	31.37K	+62.80%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	76.11K	3.36M	-3.82K	-4.78%
Sep 30, 2025	DEDORA CAPITAL, INC.	0.48%	131.61K	5.8M	118	+0.09%
Sep 30, 2025	IMPACTFOLIO, LLC	0.16%	42.97K	1.9M	4.71K	+12.30%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.16%	42.31K	1.87M	1.12K	+2.71%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.54%	148.06K	6.52M	-13.8K	-8.53%
Sep 30, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.22%	59.01K	2.6M	-218	-0.37%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.17%	47.12K	2.08M	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.37%	99.52K	4.39M	13.89K	+16.22%
Sep 30, 2025	LONGVIEW ASSET MANAGEMENT LLC	0.34%	93.52K	4.12M	12.26K	+15.09%
Sep 30, 2025	CLARITY WEALTH DEVELOPMENT LLC	0.26%	70.59K	3.19M	-1.28K	-1.78%
Sep 30, 2025	ADVISER INVESTMENTS LLC	0.24%	65.26K	2.88M	-96	-0.15%
Sep 30, 2025	WCG WEALTH ADVISORS LLC	0.16%	42.99K	1.9M	-141.58K	-76.71%
Sep 30, 2025	FIRST PACIFIC FINANCIAL	0.94%	255.52K	11.27M	6.64K	+2.67%
Sep 30, 2025	CREATIVE PLANNING	0.81%	221.12K	9.75M	-8.74K	-3.80%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.26%	69.48K	3.06M	-1.19K	-1.69%
Sep 30, 2025	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.15%	42.05K	1.85M	-60	-0.14%
Sep 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.15%	40.91K	1.8M	-81	-0.20%
Sep 30, 2025	GEOWEALTH MANAGEMENT, LLC	0.15%	40.32K	1.78M	-5.51K	-12.03%
Sep 30, 2025	SK WEALTH MANAGEMENT, LLC	0.13%	36.43K	1.61M	-3.86K	-9.59%
Sep 30, 2025	WESTFULLER ADVISORS, LLC	0.13%	36.29K	1.6M	1.24K	+3.53%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.13%	35.96K	1.59M	0	0
Sep 30, 2025	KLAAS FINANCIAL ASSET ADVISORS, LLC	0.13%	34.77K	1.53M	1.33K	+3.98%
Sep 30, 2025	PIONEER WEALTH MANAGEMENT GROUP	0.12%	32.24K	1.42B	-80	-0.25%
Sep 30, 2025	REVOLVE WEALTH PARTNERS, LLC	0.12%	31.53K	1.39M	739	+2.40%
Sep 30, 2025	STEWARDSHIP ADVISORS, LLC	0.11%	31.13K	1.37M	-187	-0.60%
Sep 30, 2025	BSW WEALTH PARTNERS	0.31%	84.53K	3.73M	-2.31K	-2.65%
Sep 30, 2025	ROSSBY FINANCIAL, LCC	0.29%	79.4K	3.52M	1.67K	+2.15%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	23.08%	6.28M	276.95M	21.51K	+0.34%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	5.5%	1.5M	65.94M	27.67K	+1.89%
Sep 30, 2025	ABACUS WEALTH PARTNERS, LLC	4.95%	1.35M	59.36M	53.97K	+4.18%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	4.35%	1.18M	52.23M	505.04K	+74.34%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.31%	355.17K	15.66M	113	+0.03%
Sep 30, 2025	UBS GROUP AG	1.26%	342.48K	15.1M	-82.36K	-19.39%
Sep 30, 2025	NORTH BERKELEY WEALTH MANAGEMENT, LLC	1.05%	286.34K	12.63M	-3.98K	-1.37%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.95%	258.17K	11.39M	28.94K	+12.63%
Sep 30, 2025	MORGAN STANLEY	4.13%	1.12M	49.61M	-68.1K	-5.71%
Sep 30, 2025	ROYAL BANK OF CANADA	3.66%	994.77K	43.87M	-18.15K	-1.79%
Sep 30, 2025	MISSION WEALTH MANAGEMENT, LP	2.93%	796.19K	35.11M	-5.22K	-0.65%
Sep 30, 2025	LPL FINANCIAL LLC	2.3%	625.33K	27.58M	-23.54K	-3.63%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.78%	211.19K	9.31M	34.4K	+19.46%
Sep 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.73%	199.21K	8.79M	91.87K	+85.59%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.72%	196.08K	8.65M	-42.85K	-17.93%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.52%	140.43K	6.19M	1.33K	+0.96%
Sep 30, 2025	ALLODIUM INVESTMENT CONSULTANTS, LLC	0.51%	138.7K	6.12M	3.96K	+2.94%
Sep 30, 2025	PALISADES HUDSON ASSET MANAGEMENT, L.P.	0.36%	98.98K	4.37M	4.73K	+5.02%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.36%	98.79K	4.36M	15.84K	+19.10%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.27%	72.86K	3.21M	-456.85K	-86.25%
Sep 30, 2025	JPMORGAN CHASE & CO	0.26%	71.59K	3.16M	-2.31K	-3.12%
Sep 30, 2025	CORUNDUM GROUP, INC.	0.21%	57.67K	2.54M	-1.01K	-1.73%
Sep 30, 2025	WHITTIER TRUST CO	0.21%	56.08K	2.5M	27	+0.05%
Sep 30, 2025	WESCOTT FINANCIAL ADVISORY GROUP, LLC	0.19%	50.9K	2.24M	6.98K	+15.89%
Sep 30, 2025	ST GERMAIN D J CO INC	0.22%	58.82K	2.59M	3.07K	+5.51%
Sep 30, 2025	SILVEROAK WEALTH MANAGEMENT LLC	0.2%	54.94K	2.42M	1.83K	+3.44%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.19%	52.26K	2.3M	-2.67K	-4.86%
Sep 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.19%	52.14K	2.3M	-1.02K	-1.91%
Sep 30, 2025	XY PLANNING NETWORK, INC.	0.17%	46.15K	1.88M	0	0
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.51%	137.68K	6.07M	10.28K	+8.07%
Sep 30, 2025	COLORADO CAPITAL MANAGEMENT, INC.	0.49%	133.18K	5.87M	-5.13K	-3.71%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.47%	127.47K	5.62M	-2.81K	-2.16%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.36%	97.07K	4.29M	-4.23K	-4.17%
Sep 30, 2025	WHITTIER TRUST CO OF NEVADA INC	0.17%	45.27K	2.02M	-1.14K	-2.46%
Jun 30, 2025	WESCOTT FINANCIAL ADVISORY GROUP, LLC	0.16%	43.92K	1.79M	1.56K	+3.69%
Jun 30, 2025	VICUS CAPITAL	0.15%	40.29K	1.64M	641	+1.62%
Jun 30, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.22%	59.22K	2.41M	5.31K	+9.85%
Jun 30, 2025	ADVISER INVESTMENTS LLC	0.24%	65.36K	2.66M	4.93K	+8.15%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.26%	70.67K	2.88M	10.35K	+17.15%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.88%	238.93K	9.73M	-70.14K	-22.69%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	1.13%	305.21K	915.64K	291.01K	+2,049.08%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	1.31%	355.06K	14.46M	-8.8K	-2.42%
Jun 30, 2025	UBS GROUP AG	1.57%	424.84K	17.31M	23.18K	+5.77%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.96%	529.71K	21.58M	26.84K	+5.34%
Jun 30, 2025	LPL FINANCIAL LLC	2.4%	648.87K	26.43M	11.56K	+1.81%
Jun 30, 2025	UMB BANK, N.A.	0.08%	20.64K	840.87K	1.43K	+7.44%
Jun 30, 2025	ONE CAPITAL MANAGEMENT, LLC	0.08%	20.91K	852.04K	-1.68K	-7.45%
Jun 30, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	0.08%	20.92K	852.4K	544	+2.67%
Jun 30, 2025	EQUITA FINANCIAL NETWORK, INC.	0.08%	21.3K	867.8K	-5.94K	-21.81%
Jun 30, 2025	ADDISON ADVISORS LLC	0.08%	22.57K	919.3K	0	0
Jun 30, 2025	NEUMANN CAPITAL MANAGEMENT, LLC	0.08%	22.96K	935.35K	200	+0.88%
Jun 30, 2025	BRIO CONSULTANTS, LLC	0.09%	23.63K	962.82K	-19.55K	-45.28%
Jun 30, 2025	COLONY GROUP, LLC	0.11%	28.41K	1.16M	11.87K	+71.81%
Jun 30, 2025	WEALTHSHIELD PARTNERS, LLC	0.11%	30.18K	1.23M	-4.62K	-13.27%
Jun 30, 2025	STEWARDSHIP ADVISORS, LLC	0.12%	31.32K	1.28M	-143	-0.45%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.12%	32.02K	1.3M	731	+2.34%
Jun 30, 2025	PIONEER WEALTH MANAGEMENT GROUP	0.12%	32.32K	1.32B	2.67K	+8.99%
Jun 30, 2025	KLAAS FINANCIAL ASSET ADVISORS, LLC	0.12%	33.44K	1.36M	2.29K	+7.37%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	2.51%	679.4K	27.68M	66.75K	+10.90%
Jun 30, 2025	MISSION WEALTH MANAGEMENT, LP	2.96%	801.41K	32.65M	7.12K	+0.90%
Jun 30, 2025	ABACUS WEALTH PARTNERS, LLC	4.77%	1.29M	52.64M	22.55K	+1.78%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	5.42%	1.47M	59.79M	-70.2K	-4.57%
Jun 30, 2025	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.16%	42.11K	1.72M	-13.36K	-24.09%
Jun 30, 2025	XY PLANNING NETWORK, INC.	0.17%	46.15K	1.88M	8.07K	+21.18%
Jun 30, 2025	WHITTIER TRUST CO OF NEVADA INC	0.17%	46.41K	1.89M	1.38K	+3.06%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.37%	101.3K	4.26M	173	+0.17%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.4%	107.34K	4.37M	107.34K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.48%	130.28K	5.31M	-40.31K	-23.63%
Jun 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.15%	40.99K	1.73M	-1.64K	-3.84%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.15%	41.19K	1.68M	-367	-0.88%
Jun 30, 2025	IMPACTFOLIO, LLC	0.14%	38.26K	1.56M	-3.25K	-7.83%
Jun 30, 2025	GEOWEALTH MANAGEMENT, LLC	0.17%	45.83K	1.87M	-9.43K	-17.07%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.17%	47.12K	1.92M	47.12K	+100.00%
Jun 30, 2025	CGC FINANCIAL SERVICES, LLC	0.2%	53.07K	2.16M	673	+1.28%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.2%	54.93K	2.24M	-11.46K	-17.27%
Jun 30, 2025	WHITTIER TRUST CO	0.21%	56.05K	2.28M	-2.57K	-4.38%
Jun 30, 2025	CORUNDUM GROUP, INC.	0.22%	58.68K	2.39M	-1.83K	-3.02%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.85%	229.23K	9.34M	6.7K	+3.01%
Jun 30, 2025	MORGAN STANLEY	4.41%	1.19M	48.6M	-78.95K	-6.21%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.28%	75.93K	3.1M	10.08K	+15.31%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	49.95K	2.03M	-461	-0.91%
Jun 30, 2025	PALISADES HUDSON ASSET MANAGEMENT, L.P.	0.35%	94.24K	3.84M	16.99K	+21.99%
Jun 30, 2025	ROYAL BANK OF CANADA	3.74%	1.01M	41.27M	22K	+2.22%
Jun 30, 2025	CLARITY WEALTH DEVELOPMENT LLC	0.27%	71.88K	2.93M	636	+0.89%
Jun 30, 2025	ROSSBY FINANCIAL, LCC	0.29%	77.73K	3.17M	-1.97K	-2.47%
Jun 30, 2025	LONGVIEW ASSET MANAGEMENT LLC	0.3%	81.26K	3.31M	23.36K	+40.35%
Jun 30, 2025	ALLODIUM INVESTMENT CONSULTANTS, LLC	0.5%	134.74K	5.49M	-7.88K	-5.52%
Jun 30, 2025	NORTH BERKELEY WEALTH MANAGEMENT, LLC	1.07%	290.31K	11.83M	26.73K	+10.14%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	23.12%	6.26M	254.98M	-196.34K	-3.04%
Jun 30, 2025	JPMORGAN CHASE & CO	0.27%	73.9K	3.01M	-6.33K	-7.89%
Jun 30, 2025		0.27%	71.88K	2.93M	636	+0.89%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	79.92K	3.26M	-27.55K	-25.64%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.31%	82.95K	3.38M	5.18K	+6.66%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.32%	85.63K	3.49M	19.18K	+28.86%
Jun 30, 2025	BSW WEALTH PARTNERS	0.32%	86.83K	3.54M	-10.78K	-11.05%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.4%	107.68K	4.39M	-4.5K	-4.01%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.47%	127.4K	5.19M	3.26K	+2.62%
Jun 30, 2025	DEDORA CAPITAL, INC.	0.49%	131.49K	5.36M	-154	-0.12%
Jun 30, 2025	COLORADO CAPITAL MANAGEMENT, INC.	0.51%	138.31K	5.64M	-216	-0.16%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.6%	161.87K	6.6M	-3.62K	-2.19%
Jun 30, 2025	WCG WEALTH ADVISORS LLC	0.68%	184.57K	7.52M	14.57K	+8.57%
Jun 30, 2025	FMR LLC	0.71%	191.26K	7.79M	73.14K	+61.91%
Jun 30, 2025	CREATIVE PLANNING	0.85%	229.86K	9.36M	11.97K	+5.49%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.51%	139.1K	5.67M	1.23K	+0.89%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.15%	41.9K	1.71M	0	0
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.16%	42.52K	1.73M	21.5K	+102.27%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.65%	176.78K	7.2M	91.6K	+107.53%
Jun 30, 2025	FIRST PACIFIC FINANCIAL	0.92%	248.88K	10.14M	5.83K	+2.40%
Jun 30, 2025	SILVEROAK WEALTH MANAGEMENT LLC	0.2%	53.11K	2.16M	4.38K	+8.99%
Jun 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.2%	53.16K	2.17M	-148	-0.28%
Jun 30, 2025	ST GERMAIN D J CO INC	0.21%	55.74K	2.27M	-4.74K	-7.83%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.53%	137.87K	5.29M	-2.51K	-1.79%
Mar 31, 2025	COLORADO CAPITAL MANAGEMENT, INC.	0.53%	138.53K	5.31M	-2.77K	-1.96%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.25%	65.85K	2.53M	9.32K	+16.48%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.25%	66.39K	2.55M	-34.62K	-34.28%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.25%	66.45K	2.55M	-27.25K	-29.08%
Mar 31, 2025	PALISADES HUDSON ASSET MANAGEMENT, L.P.	0.29%	77.26K	2.96M	4.35K	+5.97%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	2.34%	612.65K	23.49M	35.6K	+6.17%
Mar 31, 2025	ABACUS WEALTH PARTNERS, LLC	4.84%	1.27M	48.67M	49.33K	+4.04%
Mar 31, 2025	WCG WEALTH ADVISORS LLC	0.65%	170K	6.52M	-5.76K	-3.28%
Mar 31, 2025	LPL FINANCIAL LLC	2.43%	637.31K	24.43M	-44.7K	-6.55%
Mar 31, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.21%	53.91K	2.07M	-494	-0.91%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.3%	77.76K	2.98M	19.75K	+34.03%
Mar 31, 2025		0.22%	57.9K	2.22M	12.33K	+27.05%
Mar 31, 2025	DEDORA CAPITAL, INC.	0.5%	131.64K	5.05M	37.38K	+39.66%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.18%	309.07K	11.85M	30.79K	+11.06%
Mar 31, 2025	MISSION WEALTH MANAGEMENT, LP	3.03%	794.3K	30.45M	12.87K	+1.65%
Mar 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.2%	53.31K	2.04M	-45	-0.08%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.22%	58.86K	2.69M	-62K	-51.30%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.65%	170.59K	6.54M	19.16K	+12.66%
Mar 31, 2025	CREATIVE PLANNING	0.83%	217.89K	8.35M	19.8K	+10.00%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.85%	222.53K	8.53M	15.21K	+7.33%
Mar 31, 2025	FIRST PACIFIC FINANCIAL	0.93%	243.05K	9.32M	4.63K	+1.94%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.39%	363.86K	13.95M	69.46K	+23.59%
Mar 31, 2025	UBS GROUP AG	1.53%	401.66K	15.4M	-10.9K	-2.64%
Mar 31, 2025	GEOWEALTH MANAGEMENT, LLC	0.21%	55.26K	2.12M	-16.95K	-23.48%
Mar 31, 2025	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.21%	55.47K	2.13M	-848	-1.51%
Mar 31, 2025	WHITTIER TRUST CO	0.22%	58.62K	2.25M	1.44K	+2.52%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.23%	60.33K	2.31M	-2.8K	-4.44%
Mar 31, 2025	JPMORGAN CHASE & CO	0.31%	80.23K	3.08M	11.34K	+16.47%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.41%	107.48K	4.12M	-821	-0.76%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.43%	112.18K	4.3M	-5.71K	-4.84%
Mar 31, 2025	FMR LLC	0.45%	118.13K	4.53M	63.93K	+117.95%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.47%	124.14K	4.61M	-8.09K	-6.12%
Mar 31, 2025	MORGAN STANLEY	4.85%	1.27M	48.76M	29.12K	+2.34%
Mar 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	5.87%	1.54M	58.96M	-10.66K	-0.69%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	24.63%	6.45M	247.48M	-462.78K	-6.69%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.33%	85.18K	3.27M	-5.76K	-6.33%
Mar 31, 2025	FINANCIAL CONNECTIONS GROUP, INC.	0.36%	95K	2.35M	84.86K	+836.53%
Mar 31, 2025	BSW WEALTH PARTNERS	0.37%	97.61K	3.74M	-8.71K	-8.19%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.39%	101.12K	3.88M	-3.13K	-3.00%
Mar 31, 2025	CABLE HILL PARTNERS, LLC	0.41%	107.03K	4M	2.77K	+2.66%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.92%	502.87K	19.28M	-27.93K	-5.26%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.63%	165.49K	6.35M	-6.8K	-3.94%
Mar 31, 2025	ROYAL BANK OF CANADA	3.78%	990.93K	37.99M	19.78K	+2.04%
Mar 31, 2025	ADVISER INVESTMENTS LLC	0.23%	60.43K	2.32M	-2.57K	-4.07%
Mar 31, 2025	ST GERMAIN D J CO INC	0.23%	60.48K	2.32M	12.18K	+25.21%
Mar 31, 2025	CORUNDUM GROUP, INC.	0.23%	60.51K	2.32M	227	+0.38%

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