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

Who are the major shareholders selling Invesco RAFI US 1500 Small-Mid ETF stock?

VERUM PARTNERS LLC, in the last quarter, reduced its stake in PRFZ by -4.24% restricting it's holding to 137.07 thousand shares of worth nearly $7.64M. ARLINGTON FINANCIAL ADVISORS, LLC also lessened -1.74% of the PRFZ shares from its portfolio, reducing its holding to 153.66 thousand shares of worth $8.57M. COMMONWEALTH EQUITY SERVICES, LLC also shunned PRFZ shares holding by -1.75% last quarter which brought its holding to 80.04 thousand shares worth $4.46M.

Investors who are buying PRFZ stock?

As per its latest 13F filing, BANK OF NEW YORK MELLON CORP increased its stake in PRFZ by 1.82% in the last quarter. The institutional holder raised its holding to 153.22 thousand shares having worth more than $8.55M. CREATIVE PLANNING also added 3.66% more shares of PRFZ to its portfolio, raising its holding to 163.04 thousand shares of worth $9.09M. REGAL INVESTMENT ADVISORS LLC also increased its PRFZ shares holding by 2.62% which brought its holding to 179.53 thousand shares worth $10.01M.

PRFZ's major insiders: who are they?

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

Did an insider recently sell PRFZ stock?

Company executives, directors, and other insiders own N/A percent of Invesco RAFI US 1500 Small-Mid ETF's stock. Within the last six months, there have been 0 transaction(s) in which PRFZ insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased PRFZ stock?

There have been 0 transaction(s) during the past 6-months in which Invesco RAFI US 1500 Small-Mid ETF insiders have bought stock, totalling 0 shares

How much of PRFZ does insiders own?

Around 0 Invesco RAFI US 1500 Small-Mid ETF shares are held by insiders, which represents about N/A of PRFZ stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in PRFZ?

VERUM PARTNERS LLC is the largest institutional owner in PRFZ which holds 137.07 thousand shares worth $7.64M or 0.26% of the total PRFZ shares outstanding followed by BANK OF NEW YORK MELLON CORP with ownership of 153.22 thousand shares representing 0.29% of the PRFZ ownership. ARLINGTON FINANCIAL ADVISORS, LLC is the third largest stakeholder with 153.66 thousand shares or 0.29% of the ownership worth more than $8.57M.

Is Invesco RAFI US 1500 Small-Mid 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 PRFZ is concerned, it is a stock which is optionable.

Is there a short position on PRFZ's shares?

Number of PRFZ 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 PRFZ shares are there?

As of today, null shares of PRFZ are outstanding.

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

PRFZ 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 PRFZ is null.

Invesco RAFI US 1500 Small-Mid ETF (PRFZ) 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. VERUM PARTNERS LLC is the top corporate investor, holding 137.07K shares valued at $7.64M. A 0.26% stake in Invesco RAFI US 1500 Small-Mid ETF is owned by the company. BANK OF NEW YORK MELLON CORP owns 153.22K shares valued at $8.55M, which translates its holding of 0.29% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	VERUM PARTNERS LLC	0.26%	137.07K	7.64M	-6.07K	-4.24%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.29%	153.22K	8.55M	2.74K	+1.82%
Jun 30, 2026	ARLINGTON FINANCIAL ADVISORS, LLC	0.29%	153.66K	8.57M	-2.72K	-1.74%
Jun 30, 2026	CREATIVE PLANNING	0.31%	163.04K	9.09M	5.76K	+3.66%
Jun 30, 2026	REGAL INVESTMENT ADVISORS LLC	0.34%	179.53K	10.01M	4.58K	+2.62%
Jun 30, 2026	JPMORGAN CHASE & CO	0.29%	154.16K	8.52M	27.58K	+21.79%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.19%	92.42K	5.15M	40.21K	+77.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.18%	88.62K	4.94M	5.76K	+6.95%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	80.04K	4.46M	-1.43K	-1.75%
Jun 30, 2026	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.16%	78.8K	4.39M	1.92K	+2.50%
Jun 30, 2026	SOUND STEWARDSHIP, LLC	0.15%	75.2K	4.19M	-401	-0.53%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.13%	63.01K	3.51M	5.05K	+8.72%
Jun 30, 2026	BREAKWATER CAPITAL GROUP	0.12%	58.93K	3.29M	554	+0.95%
Jun 30, 2026	FMR LLC	0.12%	58.06K	3.24M	2.47K	+4.44%
Jun 30, 2026	JFS WEALTH ADVISORS, LLC	0.11%	55.57K	3.1M	1.96K	+3.65%
Jun 30, 2026	LEGACY PRIVATE TRUST CO.	0.11%	52.38K	2.92M	-1.32K	-2.45%
Jun 30, 2026	DIVERSIFY ADVISORY SERVICES, LLC	0.1%	50.27K	2.71M	50.27K	+100.00%
Jun 30, 2026	DIVERSIFY WEALTH MANAGEMENT, LLC	0.1%	50.27K	2.71M	-147	-0.29%
Jun 30, 2026	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.09%	46.44K	2.59M	2.2K	+4.98%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.56%	293.04K	16.34M	14.9K	+5.36%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.55%	288.25K	16.08M	-6.37K	-2.16%
Jun 30, 2026	TRACTION FINANCIAL PARTNERS, LLC	0.54%	285.58K	15.93M	11.65K	+4.25%
Jun 30, 2026	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	0.5%	266.42K	14.86M	2.13K	+0.80%
Jun 30, 2026	THREE BRIDGE WEALTH ADVISORS, LLC	0.5%	261.63K	14.59M	-5.71K	-2.13%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.47%	247.8K	13.82M	-4.68K	-1.85%
Jun 30, 2026		0.22%	107.92K	6.02M	8.64K	+8.70%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	5.36%	2.83M	157.79M	-29.58K	-1.03%
Jun 30, 2026	WAVERLY ADVISORS, LLC	2.03%	1.07M	59.77M	-37.84K	-3.41%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.95%	1.03M	57.5M	99.96K	+10.74%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.91%	1.01M	56.37M	-43.9K	-4.16%
Jun 30, 2026	ROYAL BANK OF CANADA	1.45%	767.86K	42.82M	64.4K	+9.15%
Jun 30, 2026	FIRST FOUNDATION ADVISORS	1.4%	739.18K	41.22M	-19.73K	-2.60%
Jun 30, 2026	WCG WEALTH ADVISORS LLC	1.2%	634.76K	35.4M	-5.7K	-0.89%
Jun 30, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.46%	241.09K	13.45M	-10.64K	-4.23%
Jun 30, 2026	ALPHACORE CAPITAL LLC	0.44%	234.26K	13.06M	-5.03K	-2.10%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	0.43%	224.73K	12.53M	65.05K	+40.73%
Jun 30, 2026	COLONY GROUP, LLC	0.19%	95.86K	5.35M	-19.64K	-17.01%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	116.85K	6.52M	2.29K	+2.00%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.22%	115.15K	6.42M	2.77K	+2.46%
Jun 30, 2026	ALBION FINANCIAL GROUP /UT	0.21%	112.2K	6.26M	0	0
Jun 30, 2026	CHARLES SCHWAB TRUST CO	0.21%	109.28K	6.09M	-6.69K	-5.77%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.2%	104.43K	5.72M	6.72K	+6.88%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.2%	103.68K	5.78M	24.76K	+31.36%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.19%	102.79K	5.73M	90.31K	+723.84%
Jun 30, 2026	LEBENTHAL GLOBAL ADVISORS, LLC	0.19%	99.55K	5.55M	99.55K	+100.00%
Jun 30, 2026	WEALTHSPIRE ADVISORS, LLC	0.18%	95.88K	5.35M	631	+0.66%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.96%	1.03M	57.71M	3.49K	+0.34%
Jun 30, 2026	ARBOR INVESTMENT ADVISORS, LLC	1.53%	805.52K	44.92M	1.93K	+0.24%
Jun 30, 2026	STONEBRIDGE FINANCIAL GROUP, LLC	1.45%	762.86K	42.54M	-412	-0.05%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.8%	422.43K	23.05M	10.35K	+2.51%
Jun 30, 2026	NFP RETIREMENT, INC.	0.67%	355.97K	19.85M	-17.72K	-4.74%
Jun 30, 2026	MARINER, LLC	0.42%	223.91K	12.49M	-2.94K	-1.30%
Jun 30, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.22%	117.06K	6.53M	-4.25K	-3.50%
Jun 30, 2026	DUCERE WEALTH MANAGEMENT LLC	0.24%	126.03K	7.03M	-10.26K	-7.53%
Jun 30, 2026	SUNRISE FINANCIAL SERVICES, LLC	0.2%	107.92K	6.02M	8.64K	+8.70%
Jun 30, 2026	ACCREDITED INVESTORS INC.	0.31%	161.72K	9.02M	-7.09K	-4.20%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.54%	286.78K	15.99M	11.02K	+3.99%
Jun 30, 2026	CI INVESTMENTS INC.	0.42%	220.3K	12.29M	220.3K	+100.00%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.31%	161.41K	9M	13.86K	+9.39%
Jun 30, 2026	UBS GROUP AG	0.46%	241.39K	13.46M	-2.07K	-0.85%
Jun 30, 2026	MORGAN STANLEY	2.46%	1.3M	72.56M	110.03K	+9.24%
Jun 30, 2026	LPL FINANCIAL LLC	2.65%	1.4M	77.98M	19.85K	+1.44%
Jun 30, 2026	INVESCO LTD.	0.22%	115.88K	6.46M	-243.55K	-67.76%
Jun 30, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.23%	122.48K	6.83M	-1.2K	-0.97%
Jun 30, 2026	CERITY PARTNERS LLC	0.23%	123.55K	6.89M	2.93K	+2.43%
Mar 31, 2026	INVESCO LTD.	0.68%	359.43K	16.49M	-113.61K	-24.02%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.3%	159.69K	7.32M	10.74K	+7.21%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.28%	150.48K	6.9M	9.54K	+6.77%
Mar 31, 2026	CERITY PARTNERS LLC	0.23%	120.62K	5.53M	153	+0.13%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.14%	78.93K	3.62M	1.47K	+1.90%
Mar 31, 2026	MARINER, LLC	0.43%	226.85K	10.41M	-1.17K	-0.51%
Mar 31, 2026	UBS GROUP AG	0.46%	243.47K	11.17M	-13.84K	-5.38%
Mar 31, 2026	WEALTHSPIRE ADVISORS, LLC	0.18%	95.25K	4.37M	0	0
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.18%	97.71K	4.39M	27.07K	+38.31%
Mar 31, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.23%	123.68K	5.67M	-126	-0.10%
Mar 31, 2026	ACCREDITED INVESTORS INC.	0.32%	168.81K	7.74M	-1.2K	-0.70%
Mar 31, 2026	REGAL INVESTMENT ADVISORS LLC	0.33%	174.95K	8.02M	1.06K	+0.61%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.52%	275.76K	12.65M	107.55K	+63.94%
Mar 31, 2026	ROYAL BANK OF CANADA	1.32%	703.46K	32.27M	-81.21K	-10.35%
Mar 31, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.47%	251.73K	11.55M	251.73K	+100.00%
Mar 31, 2026	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	0.5%	264.3K	12.12M	9.46K	+3.71%
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0.09%	47.07K	2.17M	-8.2K	-14.83%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	48.85K	2.24M	12.42K	+34.11%
Mar 31, 2026	DIVERSIFY WEALTH MANAGEMENT, LLC	0.09%	50.42K	2.5M	50.42K	+100.00%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.1%	53.05K	2.45M	-17	-0.03%
Mar 31, 2026	JFS WEALTH ADVISORS, LLC	0.1%	53.61K	2.46M	-1.22K	-2.22%
Mar 31, 2026	LEGACY PRIVATE TRUST CO.	0.1%	53.7K	2.46M	-22.47K	-29.50%
Mar 31, 2026	BREAKWATER CAPITAL GROUP	0.11%	58.38K	2.68M	2.72K	+4.88%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.13%	73.2K	3.36M	47.26K	+182.19%
Mar 31, 2026	SOUND STEWARDSHIP, LLC	0.14%	75.6K	3.47M	-1.83K	-2.36%
Mar 31, 2026	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.14%	76.88K	3.53M	4.74K	+6.57%
Mar 31, 2026	CREATIVE PLANNING	0.3%	157.28K	7.21M	4.25K	+2.78%
Mar 31, 2026	THREE BRIDGE WEALTH ADVISORS, LLC	0.5%	267.34K	12.26M	1.56K	+0.59%
Mar 31, 2026	TRACTION FINANCIAL PARTNERS, LLC	0.52%	273.94K	12.57M	146.87K	+115.58%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.52%	278.14K	12.76M	17.96K	+6.90%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.55%	294.62K	13.51M	1.26K	+0.43%
Mar 31, 2026	ALPHACORE CAPITAL LLC	0.45%	239.29K	10.98M	-1.02K	-0.42%
Mar 31, 2026	NFP RETIREMENT, INC.	0.7%	373.69K	17.14M	-6.01K	-1.58%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.78%	412.08K	19.15M	-167.02K	-28.84%
Mar 31, 2026	WCG WEALTH ADVISORS LLC	1.21%	640.46K	29.38M	12.6K	+2.01%
Mar 31, 2026	FIRST FOUNDATION ADVISORS	1.43%	758.91K	34.81M	-16.6K	-2.14%
Mar 31, 2026	STONEBRIDGE FINANCIAL GROUP, LLC	1.44%	763.28K	35.01M	39.39K	+5.44%
Mar 31, 2026	ARBOR INVESTMENT ADVISORS, LLC	1.51%	803.59K	36.86M	19.51K	+2.49%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.75%	931.08K	42.71M	249.59K	+36.62%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.94%	1.03M	47.3M	35.36K	+3.55%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.99%	1.05M	48.37M	20.4K	+1.97%
Mar 31, 2026	LPL FINANCIAL LLC	2.6%	1.38M	63.23M	46.39K	+3.48%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	81.47K	3.74M	-177.23K	-68.51%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.15%	82.19K	3.77M	81.79K	+20,448.25%
Mar 31, 2026		0.19%	99.28K	4.55M	99.19K	+115,340.70%
Mar 31, 2026	ALBION FINANCIAL GROUP /UT	0.21%	112.2K	5.15M	0	0
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.21%	112.39K	5.16M	-4.8K	-4.10%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	114.56K	5.25M	2.82K	+2.52%
Mar 31, 2026	COLONY GROUP, LLC	0.22%	115.5K	5.3M	4.55K	+4.10%
Mar 31, 2026	CHARLES SCHWAB TRUST CO	0.22%	115.97K	5.32M	-472	-0.41%
Mar 31, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.23%	121.31K	5.56M	-1.56K	-1.27%
Mar 31, 2026	JPMORGAN CHASE & CO	0.24%	126.58K	5.63M	10.87K	+9.39%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.28%	147.54K	6.77M	-116	-0.08%
Mar 31, 2026	ARLINGTON FINANCIAL ADVISORS, LLC	0.29%	156.38K	7.17M	-6.99K	-4.28%
Mar 31, 2026	WAVERLY ADVISORS, LLC	2.09%	1.11M	50.9M	-17.96K	-1.59%
Mar 31, 2026	MORGAN STANLEY	2.24%	1.19M	54.63M	69.98K	+6.24%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.16%	82.87K	3.8M	5.09K	+6.55%
Mar 31, 2026	VERUM PARTNERS LLC	0.27%	143.14K	6.57M	-1.52K	-1.05%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	5.38%	2.86M	131.14M	370.1K	+14.87%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.48%	252.48K	11.58M	973	+0.39%
Dec 31, 2025	UBS GROUP AG	0.47%	257.3K	11.81M	-33.15K	-11.41%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.47%	258.7K	11.87M	1.78K	+0.69%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.23%	122.87K	5.64M	-4.34K	-3.41%
Dec 31, 2025	CREATIVE PLANNING	0.28%	153.03K	7.02M	14.52K	+10.48%
Dec 31, 2025	US BANCORP \DE\	0.06%	31.87K	1.46M	-995	-3.03%
Dec 31, 2025	IEQ CAPITAL, LLC	0.06%	32.94K	1.51M	1	0.00%
Dec 31, 2025	LEGACY PRIVATE TRUST CO.	0.14%	76.16K	3.5M	-674	-0.88%
Dec 31, 2025	ARBOR INVESTMENT ADVISORS, LLC	1.46%	784.08K	35.98M	8.41K	+1.08%
Dec 31, 2025	MORGAN STANLEY	2.03%	1.12M	51.44M	30.52K	+2.80%
Dec 31, 2025	LPL FINANCIAL LLC	2.44%	1.33M	61.13M	114.76K	+9.43%
Dec 31, 2025	SOUND STEWARDSHIP, LLC	0.14%	77.43K	3.55M	-420	-0.54%
Dec 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.17%	91.62K	4.2M	91.62K	+100.00%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.26%	144.49K	6.63M	-4.05K	-2.73%
Dec 31, 2025	VERUM PARTNERS LLC	0.27%	144.66K	6.64M	-989	-0.68%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	34.49K	1.58M	2.63K	+8.26%
Dec 31, 2025	PFG ADVISORS	0.07%	36.76K	1.69M	-10.75K	-22.62%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.27%	148.95K	6.84M	16.48K	+12.44%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.27%	147.66K	6.78M	-71.67K	-32.68%
Dec 31, 2025	GSG ADVISORS LLC	0.07%	39.84K	1.83M	43	+0.11%
Dec 31, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.3%	163.37K	7.5M	-860	-0.52%
Dec 31, 2025	REGAL INVESTMENT ADVISORS LLC	0.32%	173.89K	7.98M	2.98K	+1.75%
Dec 31, 2025	ACCREDITED INVESTORS INC.	0.32%	170K	7.8M	-16.35K	-8.78%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.1%	53.06K	2.44B	-28	-0.05%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	54.48K	2.5B	371	+0.69%
Dec 31, 2025	JFS WEALTH ADVISORS, LLC	0.1%	54.82K	2.52M	-1.45K	-2.57%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0.1%	55.26K	2.53M	-1.25K	-2.21%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.13%	70.65K	3.24M	22.37K	+46.32%
Dec 31, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.13%	72.14K	3.31M	-2.15K	-2.90%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.14%	77.77K	3.57M	10.18K	+15.06%
Dec 31, 2025	SAVANT CAPITAL, LLC	0.06%	31.42K	1.44M	-4.88K	-13.44%
Dec 31, 2025	EQ WEALTH ADVISORS, LLC	0.08%	45.59K	2.09M	-1.21K	-2.58%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.89%	1.03M	47.46M	-1.64K	-0.16%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.2%	111.74K	5.13M	-10.32K	-8.45%
Dec 31, 2025	JPMORGAN CHASE & CO	0.22%	115.71K	5.31M	-13.18K	-10.23%
Dec 31, 2025	CHARLES SCHWAB TRUST CO	0.22%	116.44K	5.34M	-1.07K	-0.91%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.22%	117.19K	5.38M	2.13K	+1.85%
Dec 31, 2025	CERITY PARTNERS LLC	0.22%	120.46K	5.53M	-999	-0.82%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.23%	123.8K	5.68M	-6.68K	-5.12%
Dec 31, 2025	TRACTION FINANCIAL PARTNERS, LLC	0.24%	127.07K	5.83M	5.21K	+4.28%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.26%	140.93K	6.47M	-33.31K	-19.12%
Dec 31, 2025	ALBION FINANCIAL GROUP /UT	0.21%	112.2K	5.15M	0	0
Dec 31, 2025		0.26%	141.58K	6.5M	141.58K	+100.00%
Dec 31, 2025	BREAKWATER CAPITAL GROUP	0.1%	55.66K	2.55M	3.53K	+6.77%
Dec 31, 2025	MARINER, LLC	0.42%	228.02K	10.46M	-6.64K	-2.83%
Dec 31, 2025	ROYAL BANK OF CANADA	1.42%	784.67K	36.01M	56.99K	+7.83%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.3%	168.21K	7.72M	10.27K	+6.50%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.8%	995.86K	45.7M	24.51K	+2.52%
Dec 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.09%	49.43K	2.27M	-2.15K	-4.16%
Dec 31, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.09%	47.33K	2.32M	5.45K	+13.00%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.45%	240.3K	11.03M	-27.47K	-10.26%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.46%	251.51K	11.54M	1.14K	+0.46%
Dec 31, 2025	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	0.47%	254.83K	11.69M	17.52K	+7.38%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.48%	260.18K	11.94M	-35.8K	-12.10%
Dec 31, 2025	THREE BRIDGE WEALTH ADVISORS, LLC	0.49%	265.78K	12.2M	-1.65K	-0.62%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.53%	293.37K	13.46M	573	+0.20%
Dec 31, 2025	INVESCO LTD.	0.86%	473.04K	21.71M	16.71K	+3.66%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.08%	579.1K	27.54M	89.41K	+18.26%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	1.15%	627.86K	28.81M	400K	+175.54%
Dec 31, 2025	FIRST FOUNDATION ADVISORS	1.44%	775.51K	35.59M	-29.69K	-3.69%
Dec 31, 2025	BOSTON STANDARD WEALTH MANAGEMENT, LLC	0.08%	44.27K	2.03M	-85	-0.19%
Dec 31, 2025	CLARIUS GROUP, LLC	0.08%	44.48K	2.04M	-3.96K	-8.18%
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.17%	95.25K	4.37M	0	0
Dec 31, 2025	COLONY GROUP, LLC	0.2%	110.95K	5.09M	8.86K	+8.68%
Dec 31, 2025	NFP RETIREMENT, INC.	0.69%	379.7K	17.42M	-8.02K	-2.07%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.23%	681.49K	31.27M	9.06K	+1.35%
Dec 31, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	1.35%	723.89K	33.22M	31.79K	+4.59%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.14%	77.46K	3.55M	2.51K	+3.34%
Dec 31, 2025	WAVERLY ADVISORS, LLC	2.04%	1.13M	51.74M	-27.41K	-2.37%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.51%	2.49M	114.21M	-33.24K	-1.32%
Sep 30, 2025	PFG ADVISORS	0.08%	47.51K	2.16M	-854	-1.77%
Sep 30, 2025	BOSTON STANDARD WEALTH MANAGEMENT, LLC	0.08%	44.35K	2.01M	-272	-0.61%
Sep 30, 2025	UBS GROUP AG	0.51%	290.45K	13.19M	-215.54K	-42.60%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.46%	256.92K	11.67M	-1.51K	-0.59%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.12%	67.59K	3.07M	-27.19K	-28.69%
Sep 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.07%	41.89K	1.9M	723	+1.76%
Sep 30, 2025	GSG ADVISORS LLC	0.07%	39.79K	1.81M	43	+0.11%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.06%	36.29K	1.65M	1.77K	+5.14%
Sep 30, 2025	US BANCORP \DE\	0.06%	32.87K	1.49M	2.32K	+7.60%
Sep 30, 2025	RESONANT CAPITAL ADVISORS, LLC	0.06%	31.82K	1.45M	-1.67K	-4.99%
Sep 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.05%	29.21K	1.33M	-752	-2.51%
Sep 30, 2025	FORVIS WEALTH ADVISORS, LLC	0.05%	27.21K	1.24M	-591	-2.13%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.47%	2.52M	114.55M	21.44K	+0.86%
Sep 30, 2025	MORGAN STANLEY	1.93%	1.09M	49.53M	-10.58K	-0.96%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.84%	1.04M	47.05M	1.42K	+0.14%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.52%	295.98K	13.44M	254.73K	+617.45%
Sep 30, 2025	JFS WEALTH ADVISORS, LLC	0.1%	56.27K	2.56M	-996	-1.74%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	54.11K	2.44M	14.72K	+37.36%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.09%	53.09K	2.41M	0	0
Sep 30, 2025	LEGACY PRIVATE TRUST CO.	0.14%	76.84K	3.49M	-7.17K	-8.53%
Sep 30, 2025	SOUND STEWARDSHIP, LLC	0.14%	77.85K	3.54M	-237	-0.30%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.17%	95.25K	4.33M	0	0
Sep 30, 2025	TRACTION FINANCIAL PARTNERS, LLC	0.22%	121.86K	5.53M	18.24K	+17.61%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	122.06K	5.54M	-3.46K	-2.75%
Sep 30, 2025	JPMORGAN CHASE & CO	0.23%	128.89K	5.85M	80.2K	+164.70%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.23%	130.49K	5.93M	-1.44K	-1.09%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.23%	132.48K	6.02M	120.82K	+1,036.06%
Sep 30, 2025	CREATIVE PLANNING	0.25%	138.51K	6.29M	14.08K	+11.31%
Sep 30, 2025	VERUM PARTNERS LLC	0.26%	145.65K	6.62M	-742	-0.51%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.26%	148.54K	6.75M	3.1K	+2.13%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.28%	157.95K	7.17M	13.53K	+9.37%
Sep 30, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.29%	164.23K	7.46M	-378	-0.23%
Sep 30, 2025	ACCREDITED INVESTORS INC.	0.33%	186.36K	8.46M	-6.38K	-3.31%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.39%	219.33K	9.96M	1.37K	+0.63%
Sep 30, 2025	WCG WEALTH ADVISORS LLC	0.4%	227.86K	10.35M	-26.69K	-10.48%
Sep 30, 2025	MARINER, LLC	0.42%	234.66K	10.66M	-3K	-1.26%
Sep 30, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	1.23%	692.1K	31.44M	9.58K	+1.40%
Sep 30, 2025	ROYAL BANK OF CANADA	1.29%	727.69K	33.05M	-111.81K	-13.32%
Sep 30, 2025	ARBOR INVESTMENT ADVISORS, LLC	1.37%	775.68K	35.23M	-123.25K	-13.71%
Sep 30, 2025	FIRST FOUNDATION ADVISORS	1.43%	805.2K	36.57M	-125.07K	-13.44%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.72%	971.34K	44.12M	547.42K	+129.13%
Sep 30, 2025	WAVERLY ADVISORS, LLC	2.05%	1.15M	52.46M	-33.64K	-2.83%
Sep 30, 2025	LPL FINANCIAL LLC	2.16%	1.22M	55.29M	58.94K	+5.09%
Sep 30, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.13%	74.29K	3.37M	1.09K	+1.49%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.13%	74.95K	3.41M	-11.9K	-13.70%
Sep 30, 2025	COLONY GROUP, LLC	0.18%	102.08K	4.64M	3.13K	+3.16%
Sep 30, 2025	ALBION FINANCIAL GROUP /UT	0.2%	112.2K	5.1M	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.19%	672.43K	30.54M	-14.55K	-2.12%
Sep 30, 2025	NFP RETIREMENT, INC.	0.69%	387.73K	17.61M	70	+0.02%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.52%	292.79K	13.3M	-4.36K	-1.47%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.47%	267.77K	12.16M	2.44K	+0.92%
Sep 30, 2025	THREE BRIDGE WEALTH ADVISORS, LLC	0.47%	267.44K	12.15M	20.97K	+8.51%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.44%	250.36K	11.37M	-4.52K	-1.77%
Sep 30, 2025	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	0.42%	237.31K	10.78M	5.43K	+2.34%
Sep 30, 2025	INVESCO LTD.	0.81%	456.33K	20.73M	102.98K	+29.14%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.2%	115.06K	5.23M	64	+0.06%
Sep 30, 2025	CHARLES SCHWAB TRUST CO	0.21%	117.51K	5.34M	-2.55K	-2.13%
Sep 30, 2025	CERITY PARTNERS LLC	0.22%	121.46K	5.52M	-10.43K	-7.91%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.23%	127.21K	5.78M	1.66K	+1.32%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.87%	489.69K	22.24M	18.14K	+3.85%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.31%	174.25K	7.91M	174.25K	+100.00%
Sep 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.3%	170.91K	7.76M	3.26K	+1.95%
Sep 30, 2025	FMR LLC	0.1%	57.33K	2.6M	15.29K	+36.38%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.1%	56.51K	2.58M	-3.22K	-5.39%
Sep 30, 2025	BREAKWATER CAPITAL GROUP	0.09%	52.13K	2.37M	549	+1.06%
Sep 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.09%	51.58K	2.34M	-2.09K	-3.89%
Sep 30, 2025	CLARIUS GROUP, LLC	0.09%	48.44K	2.2M	0	0
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.09%	48.28K	2.2M	16.82K	+53.46%
Sep 30, 2025	EQ WEALTH ADVISORS, LLC	0.08%	46.8K	2.13M	-791	-1.66%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.99%	543.85K	22.12M	37.93K	+7.50%
Jun 30, 2025	MARINER, LLC	0.43%	237.66K	9.67M	-15.17K	-6.00%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.26%	144.42K	5.87M	-73.1K	-33.61%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.17%	94.79K	3.85M	3.04K	+3.31%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.16%	86.85K	3.53M	-2.5K	-2.80%
Jun 30, 2025	LEGACY PRIVATE TRUST CO.	0.15%	84K	3.42M	-12.25K	-12.73%
Jun 30, 2025	SOUND STEWARDSHIP, LLC	0.14%	78.09K	3.18M	2.12K	+2.79%
Jun 30, 2025	TD WATERHOUSE CANADA INC.	0.11%	59.73K	2.46M	-74	-0.12%
Jun 30, 2025	JFS WEALTH ADVISORS, LLC	0.1%	57.27K	2.33M	-2.37K	-3.98%
Jun 30, 2025	WAVERLY ADVISORS, LLC	2.16%	1.19M	48.34M	-41.61K	-3.38%
Jun 30, 2025	LPL FINANCIAL LLC	2.11%	1.16M	47.11M	74.42K	+6.87%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.88%	1.03M	42.07M	13.06K	+1.28%
Jun 30, 2025	FIRST FOUNDATION ADVISORS	1.69%	930.28K	37.83M	-83.5K	-8.24%
Jun 30, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.3%	164.61K	6.69M	3.04K	+1.88%
Jun 30, 2025	ALBION FINANCIAL GROUP /UT	0.2%	112.2K	4.56M	0	0
Jun 30, 2025	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	0.42%	231.88K	9.43M	2.29K	+1.00%
Jun 30, 2025	VERUM PARTNERS LLC	0.27%	146.39K	5.95M	71.8K	+96.24%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.26%	145.44K	5.92M	-5.59K	-3.70%
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.23%	125.55K	5.11M	-7.29K	-5.49%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.23%	125.51K	5.1M	2.37K	+1.92%
Jun 30, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.13%	73.2K	2.98M	-4.26K	-5.50%
Jun 30, 2025	ARBOR INVESTMENT ADVISORS, LLC	1.63%	898.93K	36.56M	13.94K	+1.57%
Jun 30, 2025	ROYAL BANK OF CANADA	1.53%	839.5K	34.14M	111.82K	+15.37%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.25%	686.98K	27.94M	-12.57K	-1.80%
Jun 30, 2025		0.7%	387.66K	15.77M	-22.68K	-5.53%
Jun 30, 2025	INVESCO LTD.	0.64%	353.35K	14.37M	-146.17K	-29.26%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.54%	297.15K	12.09M	1.7K	+0.58%
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.48%	265.33K	10.79M	258.42K	+3,737.02%
Jun 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.24%	131.92K	5.37M	2.11K	+1.63%
Jun 30, 2025	CERITY PARTNERS LLC	0.24%	131.9K	5.36M	1.2K	+0.92%
Jun 30, 2025	CREATIVE PLANNING	0.23%	124.43K	5.06M	-231	-0.19%
Jun 30, 2025	CHARLES SCHWAB TRUST CO	0.22%	120.06K	4.88M	48.19K	+67.05%
Jun 30, 2025	UBS GROUP AG	0.92%	506K	20.58M	-169.77K	-25.12%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.47%	258.43K	10.51M	4.65K	+1.83%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.46%	254.89K	10.37M	4.25K	+1.70%
Jun 30, 2025	WCG WEALTH ADVISORS LLC	0.46%	254.55K	10.35M	94.2K	+58.75%
Jun 30, 2025	THREE BRIDGE WEALTH ADVISORS, LLC	0.45%	246.47K	10.02M	54K	+28.06%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.4%	217.95K	8.86M	8.43K	+4.02%
Jun 30, 2025	ACCREDITED INVESTORS INC.	0.35%	192.74K	7.84M	-2.13K	-1.09%
Jun 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.3%	167.65K	6.82M	4.34K	+2.66%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.21%	114.99K	4.68M	-1.95K	-1.66%
Jun 30, 2025	TRACTION FINANCIAL PARTNERS, LLC	0.19%	103.61K	4.21M	606	+0.59%
Jun 30, 2025	COLONY GROUP, LLC	0.18%	98.95K	4.02M	-59.55K	-37.57%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.17%	95.25K	3.87M	-2.29K	-2.35%
Jun 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.1%	53.66K	2.18M	-3.16K	-5.56%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.1%	53.09K	2.16M	53.09K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.55%	2.5M	101.7M	-62.76K	-2.45%
Jun 30, 2025	MORGAN STANLEY	2%	1.1M	44.78B	-10.23K	-0.92%
Jun 30, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	1.24%	682.52K	27.76M	11.89K	+1.77%
Jun 30, 2025	NFP RETIREMENT, INC.	0.7%	387.66K	15.77M	-22.68K	-5.53%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.86%	471.56K	19.85M	-53.8K	-10.24%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.77%	423.92K	17.24M	-7.69K	-1.78%
Mar 31, 2025	THREE BRIDGE WEALTH ADVISORS, LLC	0.36%	192.47K	7.29M	1.09K	+0.57%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.39%	209.52K	7.93M	18.89K	+9.91%
Mar 31, 2025	MARINER, LLC	0.47%	252.83K	9.57M	-5.73K	-2.22%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.47%	253.77K	9.61M	-3.86K	-1.50%
Mar 31, 2025	CALLAN CAPITAL, LLC	0.5%	271.23K	10.27M	-5.71K	-2.06%
Mar 31, 2025		0.76%	410.34K	15.54M	-10.16K	-2.42%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.8%	431.61K	16.34M	3.94K	+0.92%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.93%	505.92K	19.15M	95.54K	+23.28%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.97%	525.36K	19.89M	-10.14K	-1.89%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.29%	699.54K	26.48M	-70.7K	-9.18%
Mar 31, 2025	ROYAL BANK OF CANADA	1.34%	727.68K	27.55M	36.5K	+5.28%
Mar 31, 2025	ARBOR INVESTMENT ADVISORS, LLC	1.63%	884.99K	33.51M	21.33K	+2.47%
Mar 31, 2025	FIRST FOUNDATION ADVISORS	1.87%	1.01M	38.38M	-92.13K	-8.33%
Mar 31, 2025	LPL FINANCIAL LLC	2%	1.08M	41.04M	-155.71K	-12.56%
Mar 31, 2025	MORGAN STANLEY	2.05%	1.11M	42.07M	-14.26K	-1.27%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.55%	295.45K	11.19M	-4.28K	-1.43%
Mar 31, 2025	INVESCO LTD.	0.92%	499.51K	18.91M	53.03K	+11.88%
Mar 31, 2025	VERUM PARTNERS LLC	0.14%	74.6K	2.82M	50.36K	+207.83%
Mar 31, 2025	SOUND STEWARDSHIP, LLC	0.14%	75.96K	2.88M	-68	-0.09%
Mar 31, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.14%	77.46K	2.93M	839	+1.10%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.74%	2.56M	97.05M	-48.18K	-1.84%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.28%	151.03K	5.72M	-1.3K	-0.86%
Mar 31, 2025	COLONY GROUP, LLC	0.29%	158.51K	6M	31.11K	+24.42%
Mar 31, 2025	WCG WEALTH ADVISORS LLC	0.3%	160.35K	6.07M	-27.59K	-14.68%
Mar 31, 2025	TD WATERHOUSE CANADA INC.	0.11%	59.81K	2.26M	1.53K	+2.63%
Mar 31, 2025	JPMORGAN CHASE & CO	0.12%	62.88K	2.38M	1.17K	+1.90%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.17%	89.35K	3.39M	-13.23K	-12.90%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.17%	91.75K	3.47M	-12.58K	-12.06%
Mar 31, 2025	LEGACY PRIVATE TRUST CO.	0.18%	96.25K	3.64M	-1.51K	-1.54%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.18%	97.54K	3.69M	-863	-0.88%
Mar 31, 2025	ALBION FINANCIAL GROUP /UT	0.21%	112.2K	4.25M	0	0
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.22%	116.94K	4.43M	6.75K	+6.13%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.23%	123.14K	4.66M	7.69K	+6.66%
Mar 31, 2025	CREATIVE PLANNING	0.23%	124.66K	4.72M	17.38K	+16.20%
Mar 31, 2025	WAVERLY ADVISORS, LLC	2.27%	1.23M	46.58M	-90.82K	-6.88%
Mar 31, 2025	ACCREDITED INVESTORS INC.	0.36%	194.86K	7.38M	-6.4K	-3.18%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.89%	1.02M	38.67M	11.9K	+1.18%
Mar 31, 2025	CHARLES SCHWAB TRUST CO	0.13%	71.87K	2.72M	1.94K	+2.77%
Mar 31, 2025	CERITY PARTNERS LLC	0.24%	130.7K	4.95M	3.54K	+2.78%
Mar 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.25%	132.84K	5.03M	-3.4K	-2.49%
Mar 31, 2025	REGAL INVESTMENT ADVISORS LLC	0.3%	163.3K	6.18M	13.68K	+9.15%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	38.72%	20.96M	793.52M	1.27M	+6.48%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.4%	217.51K	8.24M	24.85K	+12.90%
Mar 31, 2025	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	0.42%	229.59K	8.69M	9.92K	+4.52%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.46%	250.63K	9.49M	-8.13K	-3.14%
Mar 31, 2025	TRACTION FINANCIAL PARTNERS, LLC	0.19%	103.01K	3.9M	-3.46K	-3.25%
Mar 31, 2025	UBS GROUP AG	1.25%	675.76K	25.58M	-732	-0.11%
Mar 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.24%	129.81K	4.91M	1.55K	+1.20%
Mar 31, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.3%	161.57K	6.12M	-8.67K	-5.09%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.05%	34.51K	1.36M	-549.48K	-94.09%
Mar 31, 2024	PFG ADVISORS	0.06%	36.04K	1.42M	4.37K	+13.80%
Mar 31, 2024	RESONANT CAPITAL ADVISORS, LLC	0.06%	36.73K	1.44M	262	+0.72%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	56.51K	2.22M	14.52K	+34.58%
Mar 31, 2024	TD WATERHOUSE CANADA INC.	0.1%	56.66K	2.82M	1.47K	+2.66%
Mar 31, 2024	CLARIUS GROUP, LLC	0.1%	59.93K	2.35M	-480	-0.79%
Mar 31, 2024	JFS WEALTH ADVISORS, LLC	0.11%	63.89K	2.51M	26	+0.04%
Mar 31, 2024	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.12%	66.27K	2.6M	1.39K	+2.15%
Mar 31, 2024	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.12%	69.14K	2.72M	-145	-0.21%
Mar 31, 2024	CHARLES SCHWAB TRUST CO	0.13%	75.9K	2.98M	-7.4K	-8.88%
Mar 31, 2024	SOUND STEWARDSHIP, LLC	0.14%	78.2K	3.07M	-296	-0.38%
Mar 31, 2024	CREATIVE PLANNING	0.14%	90.34K	3.55M	9.86K	+12.25%
Mar 31, 2024	PRIVATE OCEAN, LLC	0.15%	83.79K	3.29M	-1.08K	-1.27%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.16%	105.38K	4.14M	-7.44K	-6.59%
Mar 31, 2024	LEGACY PRIVATE TRUST CO.	0.17%	99.21K	3.9M	-2.69K	-2.64%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.18%	115.44K	4.53M	-45.56K	-28.30%
Mar 31, 2024	PERIGON WEALTH MANAGEMENT, LLC	0.21%	121.26K	4.76M	7.78K	+6.86%
Mar 31, 2024	CORNERSTONE WEALTH MANAGEMENT, LLC	0.22%	124.6K	4.89M	4.23K	+3.51%
Mar 31, 2024	CERITY PARTNERS LLC	0.22%	125.32K	4.92M	-1.22K	-0.96%
Mar 31, 2024	THREE BRIDGE WEALTH ADVISORS, LLC	0.34%	196.7K	7.73M	-2.18K	-1.10%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.71%	407.41K	16M	407.41K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.78%	2.47M	96.9M	61.22K	+2.54%
Mar 31, 2024	UBS GROUP AG	0.9%	586.16K	23.02M	-54.77K	-8.55%
Mar 31, 2024	MORGAN STANLEY	1.82%	1.19M	46.65M	-38.99K	-3.18%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.03%	1.17M	46.04M	118.25K	+11.22%
Mar 31, 2024	WAVERLY ADVISORS, LLC	2.71%	1.56M	61.33M	-70.29K	-4.31%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.18%	102.3K	4.02M	39.66K	+63.30%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.19%	124.13K	4.88M	-1.02K	-0.81%
Mar 31, 2024	COLONY GROUP, LLC	0.19%	110.12K	4.33M	110.12K	+100.00%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.19%	126.5K	4.97M	-1.64K	-1.28%
Mar 31, 2024	ALBION FINANCIAL GROUP /UT	0.19%	112.2K	4.41M	0	0
Mar 31, 2024	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	0.29%	168.67K	6.63M	14.57K	+9.46%
Mar 31, 2024	INVESCO LTD.	0.31%	199.63K	7.84M	-22.68K	-10.20%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.31%	177.61K	6.98M	45.22K	+34.16%
Mar 31, 2024	ARLINGTON FINANCIAL ADVISORS, LLC	0.31%	178.63K	7.02M	-57.33K	-24.30%
Mar 31, 2024	ACCREDITED INVESTORS INC.	0.43%	245.62K	9.65M	-11.88K	-4.62%
Mar 31, 2024	DYNAMIC ADVISOR SOLUTIONS LLC	0.44%	251.2K	9.87M	11.02K	+4.59%
Mar 31, 2024	MARINER, LLC	0.48%	274.39K	10.78M	-4.31K	-1.55%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.48%	277.82K	10.91M	277.82K	+100.00%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.5%	287.64K	11.3M	12.12K	+4.40%
Mar 31, 2024	CALLAN CAPITAL, LLC	0.51%	292.99K	11.51M	-4.17K	-1.40%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.51%	293.51K	11.53M	26.36K	+9.87%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.68%	441.91K	17.36M	-434.63K	-49.59%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.7%	404.43K	15.89M	7.17K	+1.80%
Mar 31, 2024	ROYAL BANK OF CANADA	0.92%	600.78K	23.6M	10.97K	+1.86%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.98%	563.13K	22.12M	15.15K	+2.76%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.06%	691.77K	27.17M	-7.84K	-1.12%
Mar 31, 2024	ARBOR INVESTMENT ADVISORS, LLC	1.44%	827.1K	32.49M	15.21K	+1.87%
Mar 31, 2024	FIRST FOUNDATION ADVISORS	1.47%	844.24K	33.16M	292.83K	+53.11%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.5%	980.14K	38.5M	-27.33K	-2.71%
Mar 31, 2024	LPL FINANCIAL LLC	1.82%	1.19M	46.64M	-40.22K	-3.28%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.06%	38.93K	1.53M	6.79K	+21.12%
Mar 31, 2024	KWB WEALTH	0.06%	39.01K	1.53M	-9.14K	-18.99%
Mar 31, 2024	US BANCORP \DE\	0.06%	40.84K	1.6M	-7.11K	-14.83%
Mar 31, 2024	BOSTON STANDARD WEALTH MANAGEMENT, LLC	0.06%	40.9K	1.61M	6.14K	+17.67%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.07%	43.46K	1.71M	-587	-1.33%
Mar 31, 2024	MARQUETTE ASSET MANAGEMENT, LLC	0.07%	44.36K	1.74M	-92	-0.21%
Mar 31, 2024	GSG ADVISORS LLC	0.07%	45.82K	1.77M	0	0
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.08%	49.54K	1.95M	1.08K	+2.22%
Mar 31, 2024	JPMORGAN CHASE & CO	0.09%	55.85K	2.19M	15.02K	+36.79%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	35.34%	20.36M	799.64M	-648.3K	-3.09%
Mar 31, 2024	REGAL INVESTMENT ADVISORS LLC	0.22%	125.79K	4.94M	125.79K	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.49%	876.54K	32.86M	79.26K	+9.94%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.8%	1.05M	39.51M	55.27K	+5.53%
Dec 31, 2023	MORGAN STANLEY	2.09%	1.23M	45.99M	8.11K	+0.67%
Dec 31, 2023	LPL FINANCIAL LLC	2.09%	1.23M	46.02M	787.68K	+179.06%
Dec 31, 2023	WAVERLY ADVISORS, LLC	2.78%	1.63M	61.17M	44.15K	+2.78%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	4.1%	2.41M	90.19M	-26.57K	-1.09%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	35.81%	21.01M	787.5M	877.41K	+4.36%
Dec 31, 2023	CLARIUS GROUP, LLC	0.1%	60.41K	2.26M	-21.31K	-26.08%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.11%	62.65K	2.35M	6.34K	+11.25%
Dec 31, 2023	JFS WEALTH ADVISORS, LLC	0.11%	63.86K	2.39M	-834	-1.29%
Dec 31, 2023	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.11%	64.88K	2.43M	-180	-0.28%
Dec 31, 2023	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.12%	69.29K	2.6M	-1.91K	-2.69%
Dec 31, 2023		0.09%	55.2K	2.56M	-69	-0.12%
Dec 31, 2023	CREATIVE PLANNING	0.14%	80.48K	3.02M	-1.91K	-2.32%
Dec 31, 2023	WEALTHSOURCE PARTNERS, LLC	0.14%	80.84K	3.03M	-2.24K	-2.69%
Dec 31, 2023	CHARLES SCHWAB TRUST CO	0.14%	83.29K	3.12M	-3.47K	-4.00%
Dec 31, 2023	SYNERGY ASSET MANAGEMENT, LLC	0.14%	83.52K	3.13M	83.52K	+100.00%
Dec 31, 2023	PRIVATE OCEAN, LLC	0.14%	84.87K	3.18M	-658	-0.77%
Dec 31, 2023	SOLITUDE FINANCIAL SERVICES	0.15%	89.46K	3.35M	-4.1K	-4.38%
Dec 31, 2023	LEGACY PRIVATE TRUST CO.	0.17%	101.91K	3.82M	-501	-0.49%
Dec 31, 2023	WADE G W & INC	0.18%	106.53K	3.99M	0	0
Dec 31, 2023	ALBION FINANCIAL GROUP /UT	0.19%	112.2K	4.21M	0	0
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.19%	112.82K	4.23M	9.47K	+9.16%
Dec 31, 2023	PERIGON WEALTH MANAGEMENT, LLC	0.19%	113.48K	4.25M	2.97K	+2.69%
Dec 31, 2023	CORNERSTONE WEALTH MANAGEMENT, LLC	0.21%	120.37K	4.51M	891	+0.75%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.21%	125.15K	4.69M	2.47K	+2.02%
Dec 31, 2023	CERITY PARTNERS LLC	0.22%	126.53K	4.74M	24.29K	+23.76%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.22%	128.14K	4.8M	3.04K	+2.43%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.23%	132.39K	4.96M	-2.32K	-1.73%
Dec 31, 2023	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	0.26%	154.1K	5.78M	11.09K	+7.76%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.27%	161K	6.04M	-7.8K	-4.62%
Dec 31, 2023	THREE BRIDGE WEALTH ADVISORS, LLC	0.34%	198.89K	7.46M	-4.23K	-2.08%
Dec 31, 2023	INVESCO LTD.	0.38%	222.31K	8.33M	-828.02K	-78.83%
Dec 31, 2023	ARLINGTON FINANCIAL ADVISORS, LLC	0.4%	235.95K	8.85M	46.81K	+24.75%
Dec 31, 2023	DYNAMIC ADVISOR SOLUTIONS LLC	0.41%	240.18K	8.66M	43.4K	+22.05%
Dec 31, 2023	ACCREDITED INVESTORS INC.	0.44%	257.5K	9.65M	-13.75K	-5.07%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.46%	267.15K	10.02M	50.44K	+23.28%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.47%	275.52K	10.33M	-4.94K	-1.76%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.72%	1.01M	37.77M	14.67K	+1.48%
Dec 31, 2023	MARINER, LLC	0.48%	278.7K	10.45M	-2.77K	-0.98%
Dec 31, 2023	CALLAN CAPITAL, LLC	0.51%	297.16K	11.14M	-32.49K	-9.86%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.68%	397.27K	14.89M	4.26K	+1.08%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.93%	547.98K	20.54M	16.02K	+3.01%
Dec 31, 2023	FIRST FOUNDATION ADVISORS	0.94%	551.41K	20.67M	33.98K	+6.57%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1%	584K	21.89M	-45.2K	-7.18%
Dec 31, 2023	ROYAL BANK OF CANADA	1.01%	589.81K	22.11M	21.16K	+3.72%
Dec 31, 2023	UBS GROUP AG	1.09%	640.94K	24.03M	-10.66K	-1.64%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.19%	699.61K	26.23M	40.01K	+6.07%
Dec 31, 2023	ARBOR INVESTMENT ADVISORS, LLC	1.38%	811.88K	30.44M	628	+0.08%

Frequently Asked Questions