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

Who are the major shareholders selling Schwab International Equity ETF stock?

PRIME CAPITAL INVESTMENT ADVISORS, LLC, in the last quarter, reduced its stake in SCHF by -2.37% restricting it's holding to 4.33 million shares of worth nearly $119.81M. FUND EVALUATION GROUP, LLC also lessened -13.11% of the SCHF shares from its portfolio, reducing its holding to 4.81 million shares of worth $133.17M. SCS CAPITAL MANAGEMENT LLC also shunned SCHF shares holding by -0.47% last quarter which brought its holding to 12.43 million shares worth $344.30M.

Investors who are buying SCHF stock?

As per its latest 13F filing, AMERIPRISE FINANCIAL INC increased its stake in SCHF by 54.44% in the last quarter. The institutional holder raised its holding to 6.46 million shares having worth more than $178.92M. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO also added 2.35% more shares of SCHF to its portfolio, raising its holding to 309.39 million shares of worth $8.57B. STEELE CAPITAL MANAGEMENT, INC. also increased its SCHF shares holding by 2.1% which brought its holding to 7.06 million shares worth $195.80M.

SCHF's major insiders: who are they?

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

Did an insider recently sell SCHF stock?

Company executives, directors, and other insiders own N/A percent of Schwab International Equity ETF's stock. Within the last six months, there have been 0 transaction(s) in which SCHF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SCHF stock?

There have been 0 transaction(s) during the past 6-months in which Schwab International Equity ETF insiders have bought stock, totalling 0 shares

How much of SCHF does insiders own?

Around 0 Schwab International Equity ETF shares are held by insiders, which represents about N/A of SCHF stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SCHF?

AMERIPRISE FINANCIAL INC is the largest institutional owner in SCHF which holds 6.46 million shares worth $178.92M or 0.27% of the total SCHF shares outstanding followed by NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with ownership of 309.39 million shares representing 12.9% of the SCHF ownership. STEELE CAPITAL MANAGEMENT, INC. is the third largest stakeholder with 7.06 million shares or 0.29% of the ownership worth more than $195.80M.

Is Schwab International Equity 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 SCHF is concerned, it is a stock which is optionable.

Is there a short position on SCHF's shares?

Number of SCHF 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 SCHF shares are there?

As of today, null shares of SCHF are outstanding.

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

SCHF 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 SCHF is null.

Schwab International Equity ETF (SCHF) 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. AMERIPRISE FINANCIAL INC is the top corporate investor, holding 6.46M shares valued at $178.92M. A 0.27% stake in Schwab International Equity ETF is owned by the company. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO owns 309.39M shares valued at $8.57B, which translates its holding of 12.9% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.27%	6.46M	178.92M	2.28M	+54.44%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	12.9%	309.39M	8.57B	7.11M	+2.35%
Jun 30, 2026	STEELE CAPITAL MANAGEMENT, INC.	0.29%	7.06M	195.8M	145K	+2.10%
Jun 30, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.18%	4.33M	119.81M	-104.85K	-2.37%
Jun 30, 2026	MONETA GROUP INVESTMENT ADVISORS LLC	0.2%	4.69M	129.81M	107.31K	+2.34%
Jun 30, 2026	SNS FINANCIAL GROUP, LLC	0.2%	4.73M	130.93M	1.11M	+30.81%
Jun 30, 2026	FUND EVALUATION GROUP, LLC	0.2%	4.81M	133.17M	-725.52K	-13.11%
Jun 30, 2026	UBS GROUP AG	0.21%	5.05M	139.96M	501.57K	+11.02%
Jun 30, 2026	MORGAN STANLEY	0.51%	12.28M	340.21M	106.51K	+0.87%
Jun 30, 2026	SCS CAPITAL MANAGEMENT LLC	0.52%	12.43M	344.3M	-58.46K	-0.47%
Jun 30, 2026	US BANCORP \DE\	0.6%	14.44M	400.1M	1.82M	+14.42%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.23%	5.54M	152.6M	-70.78K	-1.26%
Jun 30, 2026	BRANDYWINE OAK PRIVATE WEALTH LLC	0.24%	5.72M	158.49M	-125.98K	-2.15%
Jun 30, 2026	MARINER, LLC	0.4%	9.68M	268.13M	-314.36K	-3.14%
Jun 30, 2026	ORGEL WEALTH MANAGEMENT, LLC	0.4%	9.69M	268.48M	280.97K	+2.99%
Jun 30, 2026	BESSEMER GROUP INC	0.24%	5.84M	161.76M	156.58K	+2.76%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.25%	6.02M	166.71M	186.48K	+3.20%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.26%	6.14M	169.98M	-1.34M	-17.94%
Jun 30, 2026	GEMMER ASSET MANAGEMENT LLC	0.26%	6.16M	170.55M	59.53K	+0.98%
Jun 30, 2026	SAGEVIEW ADVISORY GROUP, LLC	0.26%	6.26M	173.28M	-357.68K	-5.41%
Jun 30, 2026	LPL FINANCIAL LLC	0.3%	7.2M	199.47M	980.03K	+15.75%
Jun 30, 2026	TRUEPOINT, INC.	0.13%	3.17M	87.83M	-81K	-2.49%
Jun 30, 2026	ALPHACORE CAPITAL LLC	0.13%	3.1M	85.9M	-157.81K	-4.84%
Jun 30, 2026	OARSMAN CAPITAL, INC.	0.13%	3.04M	84.14M	230.94K	+8.23%
Jun 30, 2026	EVERGREEN ADVISORS, LLC	0.1%	2.48M	68.65M	7.47K	+0.30%
Jun 30, 2026	TRUNORTH CAPITAL MANAGEMENT, LLC	0.1%	2.38M	66.05M	175.68K	+7.95%
Jun 30, 2026	RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC	0.1%	2.32M	64.32M	-5.86K	-0.25%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.82%	19.85M	549.8M	702.3K	+3.67%
Jun 30, 2026	JANE STREET GROUP, LLC	0.17%	4M	110.85M	-2.4M	-37.49%
Jun 30, 2026	CHARLES SCHWAB TRUST CO	0.16%	3.88M	107.45M	397.42K	+11.41%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.24%	5.8M	160.63M	-774.75K	-11.78%
Jun 30, 2026	BLUESTEM WEALTH PARTNERS, LLC	0.16%	3.82M	105.8M	1.39M	+57.39%
Jun 30, 2026	BENJAMIN EDWARDS INC	0.16%	3.78M	104.69M	215.99K	+6.06%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.16%	3.73M	103.46M	591.3K	+18.81%
Jun 30, 2026	WEALTHSPIRE ADVISORS, LLC	0.46%	10.94M	303.03M	-1.27M	-10.40%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.18%	4.21M	116.57M	165.95K	+4.11%
Jun 30, 2026	JMG FINANCIAL GROUP, LTD.	0.17%	4.09M	113.23M	-28.28K	-0.69%
Jun 30, 2026	COLONY GROUP, LLC	0.15%	3.51M	97.1M	332.62K	+10.48%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.14%	3.34M	92.55M	685.1K	+25.79%
Jun 30, 2026	FOSTER & MOTLEY INC	0.14%	3.26M	90.3M	147.7K	+4.75%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.9%	21.61M	598.71M	421.1K	+1.99%
Jun 30, 2026	MIRACLE MILE ADVISORS, LLC	0.67%	16.1M	446.1M	597.72K	+3.85%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.13%	3.17M	87.86M	46.03K	+1.47%
Jun 30, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	6.16%	147.7M	4.09B	-4.87M	-3.19%
Jun 30, 2026	BETTERMENT LLC	0.86%	20.56M	569.54M	-648.2K	-3.06%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.41%	9.89M	271.25M	1.54M	+18.49%
Jun 30, 2026	MCADAM, LLC	0.39%	9.32M	258.08M	908.15K	+10.80%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.36%	8.71M	241.19M	-194.02K	-2.18%
Jun 30, 2026	SAVANT CAPITAL, LLC	0.09%	2.2M	58.2M	1.26M	+135.23%
Jun 30, 2026	AVANTAX PLANNING PARTNERS, INC.	0.32%	7.62M	211.21M	307.77K	+4.21%
Jun 30, 2026	CERITY PARTNERS LLC	0.31%	7.38M	191.24M	499.12K	+7.25%
Jun 30, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.09%	2.17M	60.17M	126.92K	+6.21%
Jun 30, 2026	CITIZENS FINANCIAL GROUP INC/RI	0.09%	2.07M	57.33M	42.6K	+2.10%
Jun 30, 2026	MATRIX TRUST CO	0.08%	2.02M	56M	5.96K	+0.30%
Jun 30, 2026	FINANCIAL CONSULATE, INC	0.08%	1.92M	53.27M	68.78K	+3.71%
Jun 30, 2026	EMPOWER ADVISORY GROUP, LLC	7.61%	182.56M	5.06B	-3.13M	-1.69%
Jun 30, 2026	WEALTHFRONT ADVISERS LLC	4.87%	116.78M	3.23B	446.45K	+0.38%
Jun 30, 2026	CREATIVE PLANNING	1.92%	46.03M	1.27B	-1.11M	-2.35%
Jun 30, 2026	FMR LLC	0.23%	5.5M	152.23M	119.64K	+2.23%
Jun 30, 2026	CHOREO, LLC	0.14%	3.47M	96.25M	-61.88K	-1.75%
Jun 30, 2026	CRESSET ASSET MANAGEMENT, LLC	0.3%	7.22M	199.91M	209.86K	+2.99%
Jun 30, 2026	REBALANCE, LLC	0.3%	7.21M	199.66M	303.41K	+4.39%
Mar 31, 2026	MONETA GROUP INVESTMENT ADVISORS LLC	0.19%	4.58M	113.33M	15.68K	+0.34%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.23%	5.61M	140.13M	-3.68M	-39.63%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.87%	21.19M	524.52M	570.98K	+2.77%
Mar 31, 2026	MCADAM, LLC	0.35%	8.41M	208.12M	358.78K	+4.46%
Mar 31, 2026	ORGEL WEALTH MANAGEMENT, LLC	0.39%	9.41M	232.94M	479.3K	+5.37%
Mar 31, 2026	US BANCORP \DE\	0.52%	12.62M	312.44M	-1.31M	-9.40%
Mar 31, 2026	SAGEVIEW ADVISORY GROUP, LLC	0.31%	6.61M	163.68M	1.52K	+0.02%
Mar 31, 2026	CERITY PARTNERS LLC	0.28%	6.89M	170.72M	181.86K	+2.71%
Mar 31, 2026	FOSTER & MOTLEY INC	0.14%	3.11M	77.03M	13.36K	+0.43%
Mar 31, 2026	CHOREO, LLC	0.15%	3.54M	87.53M	784.57K	+28.51%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.15%	3.56M	88.19M	-630.77K	-15.04%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.79%	19.15M	473.66M	-1.26M	-6.16%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.31%	7.48M	185.09M	2.54M	+51.38%
Mar 31, 2026	BETTERMENT LLC	0.87%	21.21M	524.93M	-651.13K	-2.98%
Mar 31, 2026	CREATIVE PLANNING	1.94%	47.13M	1.17B	5.28M	+12.61%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	12.44%	302.29M	7.48B	4.53M	+1.52%
Mar 31, 2026	FUND EVALUATION GROUP, LLC	0.23%	5.53M	136.95M	-193.31K	-3.38%
Mar 31, 2026	BESSEMER GROUP INC	0.23%	5.68M	140.66M	59.3K	+1.05%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.24%	5.83M	144.34M	55.25K	+0.96%
Mar 31, 2026	BRANDYWINE OAK PRIVATE WEALTH LLC	0.24%	5.85M	144.73M	-73.18K	-1.24%
Mar 31, 2026	GEMMER ASSET MANAGEMENT LLC	0.25%	6.1M	150.92M	150.08K	+2.52%
Mar 31, 2026	LPL FINANCIAL LLC	0.26%	6.22M	153.98M	136.28K	+2.24%
Mar 31, 2026	JANE STREET GROUP, LLC	0.26%	6.4M	158.45M	6.4M	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.27%	6.58M	162.74M	1.63M	+32.86%
Mar 31, 2026	REBALANCE, LLC	0.28%	6.9M	170.89M	20.08K	+0.29%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.13%	3.13M	77.36M	186.45K	+6.34%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.13%	3.14M	77.8M	463.24K	+17.28%
Mar 31, 2026	STEELE CAPITAL MANAGEMENT, INC.	0.28%	6.91M	171.06M	184.01K	+2.74%
Mar 31, 2026	CRESSET ASSET MANAGEMENT, LLC	0.29%	7.01M	173.43M	822.31K	+13.30%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.34%	8.35M	201.03M	1.88M	+29.08%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.37%	8.9M	220.31M	-221.28K	-2.43%
Mar 31, 2026	MORGAN STANLEY	0.5%	12.18M	301.34M	-6.75M	-35.68%
Mar 31, 2026	WEALTHSPIRE ADVISORS, LLC	0.5%	12.21M	302.17M	1.31M	+12.02%
Mar 31, 2026	SCS CAPITAL MANAGEMENT LLC	0.51%	12.49M	309.08M	-40.04K	-0.32%
Mar 31, 2026	PITTENGER & ANDERSON INC	0.09%	1.88M	46.55M	-4.02K	-0.21%
Mar 31, 2026	PROCYON ADVISORS, LLC	0.09%	1.89M	46.78M	-94.76K	-4.77%
Mar 31, 2026	MATRIX TRUST CO	0.09%	2.02M	49.89M	-5.59K	-0.28%
Mar 31, 2026	CITIZENS FINANCIAL GROUP INC/RI	0.09%	2.03M	50.17M	127.74K	+6.73%
Mar 31, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.09%	2.05M	50.62M	804.86K	+64.89%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.1%	2.19M	55.03M	1.59K	+0.07%
Mar 31, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	6.28%	152.57M	3.78B	-4.39M	-2.79%
Mar 31, 2026	TRUNORTH CAPITAL MANAGEMENT, LLC	0.1%	2.21M	54.66M	13.59K	+0.62%
Mar 31, 2026	RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC	0.11%	2.33M	57.62M	-2.44K	-0.10%
Mar 31, 2026	BLUESTEM WEALTH PARTNERS, LLC	0.11%	2.43M	60.06M	-1.01M	-29.31%
Mar 31, 2026	EVERGREEN ADVISORS, LLC	0.11%	2.47M	61.15M	20.65K	+0.84%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.12%	2.66M	65.74M	-264.93K	-9.07%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.12%	2.71M	66.97M	205.08K	+8.20%
Mar 31, 2026	OARSMAN CAPITAL, INC.	0.13%	2.81M	69.46M	220.63K	+8.53%
Mar 31, 2026	SNS FINANCIAL GROUP, LLC	0.15%	3.61M	89.43M	-12.26K	-0.34%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.17%	4.04M	100.05M	460.87K	+12.87%
Mar 31, 2026	FMR LLC	0.22%	5.38M	133.05M	104.79K	+1.99%
Mar 31, 2026	MARINER, LLC	0.41%	10M	247.24M	1.04M	+11.67%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.19%	4.18M	103.53M	312.6K	+8.08%
Mar 31, 2026	JMG FINANCIAL GROUP, LTD.	0.17%	4.12M	101.87M	-124.58K	-2.94%
Mar 31, 2026	AVANTAX PLANNING PARTNERS, INC.	0.3%	7.32M	181.1M	118.78K	+1.65%
Mar 31, 2026	CHARLES SCHWAB TRUST CO	0.14%	3.48M	86.17M	-25.67K	-0.73%
Mar 31, 2026	COLONY GROUP, LLC	0.13%	3.17M	78.55M	234.2K	+7.97%
Mar 31, 2026	CWM, LLC	0.13%	3.22M	79.66M	284.42K	+9.69%
Mar 31, 2026	TRUEPOINT, INC.	0.13%	3.25M	80.48M	-127.29K	-3.77%
Mar 31, 2026	ALPHACORE CAPITAL LLC	0.13%	3.26M	80.66M	-263.54K	-7.48%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.18%	4.43M	109.65M	-1.4M	-24.05%
Mar 31, 2026	UBS GROUP AG	0.19%	4.55M	112.64M	1.26M	+38.11%
Mar 31, 2026	EMPOWER ADVISORY GROUP, LLC	7.64%	185.7M	4.6B	4.92M	+2.72%
Mar 31, 2026	WEALTHFRONT ADVISERS LLC	4.79%	116.34M	2.88B	4.86M	+4.36%
Mar 31, 2026	MIRACLE MILE ADVISORS, LLC	0.64%	15.51M	383.8M	1.57M	+11.29%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	2.68M	64.43B	152.95K	+6.05%
Dec 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.3%	6.61M	158.95M	-576.83K	-8.02%
Dec 31, 2025	FMR LLC	0.24%	5.27M	126.72M	68.04K	+1.31%
Dec 31, 2025	EMPOWER ADVISORY GROUP, LLC	8.1%	180.78M	4.35B	-5.68M	-3.04%
Dec 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	7.03%	156.96M	3.77B	-229.27K	-0.15%
Dec 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.56%	12.53M	301.17M	-157.3K	-1.24%
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.49%	10.9M	262.01M	-10.69M	-49.52%
Dec 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.42%	8.93M	214.73M	169.3K	+1.93%
Dec 31, 2025	MARINER, LLC	0.4%	8.95M	215.28M	34.15K	+0.38%
Dec 31, 2025	MCADAM, LLC	0.36%	8.05M	193.53M	733.82K	+10.03%
Dec 31, 2025	BRANDYWINE OAK PRIVATE WEALTH LLC	0.28%	5.92M	142.33M	91.8K	+1.58%
Dec 31, 2025	LPL FINANCIAL LLC	0.27%	6.08M	146.28M	311.09K	+5.39%
Dec 31, 2025	BESSEMER GROUP INC	0.26%	5.62M	135.2M	-294.65K	-4.98%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.26%	5.78M	138.87M	260.62K	+4.72%
Dec 31, 2025	FUND EVALUATION GROUP, LLC	0.26%	5.73M	137.67M	1.02M	+21.73%
Dec 31, 2025	CWM, LLC	0.13%	2.93M	70.54M	101.04K	+3.57%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.43%	9.29M	229.78M	78.71K	+0.85%
Dec 31, 2025	FOSTER & MOTLEY INC	0.14%	3.1M	74.5M	536	+0.02%
Dec 31, 2025	ROYAL BANK OF CANADA	0.14%	3.24M	77.87M	-2.54M	-43.94%
Dec 31, 2025	UBS GROUP AG	0.15%	3.3M	79.22M	146.73K	+4.66%
Dec 31, 2025	TRUEPOINT, INC.	0.15%	3.38M	81.23M	-116.35K	-3.33%
Dec 31, 2025	BLUESTEM WEALTH PARTNERS, LLC	0.15%	3.43M	82.52M	171.07K	+5.24%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.16%	3.58M	86.1M	315.75K	+9.67%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.17%	3.87M	93.04M	244.46K	+6.74%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.27%	5.83M	140.24M	-549.13K	-8.60%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.22%	4.95M	118.97M	-185.67K	-3.62%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.26%	5.78M	138.95M	5.02M	+656.54%
Dec 31, 2025	PROCYON ADVISORS, LLC	0.09%	1.98M	47.72M	-5.44K	-0.27%
Dec 31, 2025	MATRIX TRUST CO	0.09%	2.02M	48.59M	64.34K	+3.29%
Dec 31, 2025	TRUNORTH CAPITAL MANAGEMENT, LLC	0.1%	2.2M	52.77M	9.11K	+0.42%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	13.33%	297.75M	7.16B	12.25M	+4.29%
Dec 31, 2025	COLONY GROUP, LLC	0.13%	2.94M	70.65M	314.58K	+11.99%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.13%	2.92M	70.22M	169.29K	+6.15%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.13%	2.94M	70.66M	125.25K	+4.45%
Dec 31, 2025	CHARLES SCHWAB TRUST CO	0.16%	3.51M	84.32M	85.89K	+2.51%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.16%	3.52M	84.68M	-341.44K	-8.84%
Dec 31, 2025	SNS FINANCIAL GROUP, LLC	0.17%	3.63M	87.16M	-35.24K	-0.96%
Dec 31, 2025	JMG FINANCIAL GROUP, LTD.	0.19%	4.24M	101.95M	-83.53K	-1.93%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.2%	4.19M	100.83M	257.89K	+6.55%
Dec 31, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.2%	4.56M	109.71M	159.1K	+3.61%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.22%	4.94M	118.76M	33.17K	+0.68%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.29%	6.47M	155.43M	826.11K	+14.65%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.41%	9.12M	219.65M	-47.19K	-0.51%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.28%	6.18M	148.69M	73.17K	+1.20%
Dec 31, 2025	CERITY PARTNERS LLC	0.3%	6.7M	161.15M	16.84K	+0.25%
Dec 31, 2025	STEELE CAPITAL MANAGEMENT, INC.	0.31%	6.73M	161.73M	165.14K	+2.52%
Dec 31, 2025	US BANCORP \DE\	0.65%	13.93M	334.96M	-99.57K	-0.71%
Dec 31, 2025	GEMMER ASSET MANAGEMENT LLC	0.28%	5.95M	142.98M	407.4K	+7.35%
Dec 31, 2025	REBALANCE, LLC	0.32%	6.88M	165.51M	383.16K	+5.89%
Dec 31, 2025		0.24%	5.32M	221.19M	5.09M	+2,277.53%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	0.65%	13.93M	334.96M	945.93K	+7.28%
Dec 31, 2025	MORGAN STANLEY	0.84%	18.93M	455.03M	8.38M	+79.39%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.95%	20.4M	490.69M	-17.78K	-0.09%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.96%	20.62M	495.75M	-1.79M	-7.98%
Dec 31, 2025	CREATIVE PLANNING	1.88%	41.86M	1.01B	927.88K	+2.27%
Dec 31, 2025	AVANTAX PLANNING PARTNERS, INC.	0.33%	7.2M	173.05M	521.17K	+7.81%
Dec 31, 2025	BETTERMENT LLC	0.98%	21.86M	525.53M	-512.45K	-2.29%
Dec 31, 2025	WEALTHFRONT ADVISERS LLC	5.19%	111.48M	2.68B	1.5M	+1.36%
Dec 31, 2025	CHOREO, LLC	0.13%	2.75M	66.6M	-41.6K	-1.49%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.12%	2.59M	62.22M	2.54M	+4,911.55%
Dec 31, 2025	OARSMAN CAPITAL, INC.	0.12%	2.59M	62.17M	431.34K	+20.02%
Dec 31, 2025	EVERGREEN ADVISORS, LLC	0.11%	2.45M	58.9M	2.45M	+100.00%
Dec 31, 2025	CAPITAL ADVISORS INC/OK	0.11%	2.36M	56.74M	21.54K	+0.92%
Dec 31, 2025	RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC	0.1%	2.33M	56.02M	47.61K	+2.09%
Sep 30, 2025	EMPOWER ADVISORY GROUP, LLC	8.47%	186.46M	4.34B	2.45M	+1.33%
Sep 30, 2025	BESSEMER GROUP INC	0.27%	5.92M	137.78M	51.5K	+0.88%
Sep 30, 2025	ROYAL BANK OF CANADA	0.26%	5.78M	134.5M	2.78M	+92.63%
Sep 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	7.14%	157.18M	3.66B	-2.78M	-1.74%
Sep 30, 2025	CREATIVE PLANNING	1.86%	40.93M	952.83M	-426.8K	-1.03%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.98%	21.59M	502.59M	63.68K	+0.30%
Sep 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.58%	12.69M	295.31M	-278.76K	-2.15%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.25%	5.52M	128.41M	370.33K	+7.20%
Sep 30, 2025	TRUEPOINT, INC.	0.16%	3.5M	81.37M	-87.08K	-2.43%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0.59%	12.99M	302.35M	1.41M	+12.19%
Sep 30, 2025	US BANCORP \DE\	0.64%	14.03M	326.69M	487.89K	+3.60%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.22%	4.91M	114.23M	169.04K	+3.57%
Sep 30, 2025	GEMMER ASSET MANAGEMENT LLC	0.25%	5.54M	128.97M	701.05K	+14.49%
Sep 30, 2025	AVANTAX PLANNING PARTNERS, INC.	0.3%	6.68M	155.44M	397.94K	+6.34%
Sep 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.4%	8.76M	204M	192.48K	+2.25%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.23%	5.13M	119.54M	-7.36M	-58.91%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.26%	5.64M	130.42M	760.58K	+15.59%
Sep 30, 2025	LPL FINANCIAL LLC	0.26%	5.77M	134.42M	213.45K	+3.84%
Sep 30, 2025	STEELE CAPITAL MANAGEMENT, INC.	0.3%	6.56M	152.77M	-138.35K	-2.06%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.42%	9.17M	213.47M	-443K	-4.61%
Sep 30, 2025	MORGAN STANLEY	0.48%	10.55M	245.64M	197.81K	+1.91%
Sep 30, 2025	CHARLES SCHWAB TRUST CO	0.16%	3.42M	79.65M	207.5K	+6.46%
Sep 30, 2025	REBALANCE, LLC	0.3%	6.5M	151.35M	331K	+5.36%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.08%	1.7M	39.55M	-311.9K	-15.51%
Sep 30, 2025	FINANCIAL CONSULATE, INC	0.08%	1.81M	42.23M	-15.85K	-0.87%
Sep 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.08%	1.83M	42.56M	94.37K	+5.44%
Sep 30, 2025	PITTENGER & ANDERSON INC	0.08%	1.86M	43.21M	24.46K	+1.34%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.93%	20.42M	475.42M	-419.29K	-2.01%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.13%	2.81M	65.51M	1.05M	+59.89%
Sep 30, 2025	CHOREO, LLC	0.13%	2.79M	65.04M	-66.49K	-2.32%
Sep 30, 2025	GOELZER INVESTMENT MANAGEMENT, INC.	0.08%	1.86M	43.35M	-19.45K	-1.03%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.09%	1.88M	43.73M	-22.97K	-1.21%
Sep 30, 2025	FORVIS WEALTH ADVISORS, LLC	0.09%	1.95M	45.4M	-163.47K	-7.73%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	12.97%	285.51M	6.65B	-46.2M	-13.93%
Sep 30, 2025	MATRIX TRUST CO	0.09%	1.96M	45.56M	-95.36K	-4.65%
Sep 30, 2025	CWM, LLC	0.13%	2.83M	65.95M	-458.51K	-13.93%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	1.96M	45.67M	118	+0.01%
Sep 30, 2025	PROCYON ADVISORS, LLC	0.09%	1.99M	46.34M	1.94M	+3,792.41%
Sep 30, 2025	TRUNORTH CAPITAL MANAGEMENT, LLC	0.1%	2.19M	50.89M	175.9K	+8.75%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.1%	2.21M	51.42M	1.95M	+770.47%
Sep 30, 2025	RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC	0.1%	2.28M	53.15M	4.39K	+0.19%
Sep 30, 2025	CAPITAL ADVISORS INC/OK	0.11%	2.34M	54.45M	-7.54K	-0.32%
Sep 30, 2025	UBS GROUP AG	0.14%	3.15M	73.3M	-674.09K	-17.63%
Sep 30, 2025	BETTERMENT LLC	1.02%	22.37M	520.84M	-569.2K	-2.48%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.02%	22.41M	521.73M	488.84K	+2.23%
Sep 30, 2025	WEALTHFRONT ADVISERS LLC	5%	109.98M	2.56B	290.69K	+0.27%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.16%	3.63M	84.41M	1.04M	+40.03%
Sep 30, 2025	SNS FINANCIAL GROUP, LLC	0.17%	3.66M	85.22M	-2.32K	-0.06%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.18%	3.94M	91.64M	226.85K	+6.12%
Sep 30, 2025	FUND EVALUATION GROUP, LLC	0.21%	4.7M	109.52M	-100.14K	-2.08%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.18%	3.86M	89.95M	99.26K	+2.64%
Sep 30, 2025	JMG FINANCIAL GROUP, LTD.	0.2%	4.32M	100.67M	-79.02K	-1.79%
Sep 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.2%	4.4M	102.53M	-6.63K	-0.15%
Sep 30, 2025	JANE STREET GROUP, LLC	0.13%	2.89M	67.38M	-533.09K	-15.55%
Sep 30, 2025	FOSTER & MOTLEY INC	0.14%	3.1M	72.13M	-11.86K	-0.38%
Sep 30, 2025	BLUESTEM WEALTH PARTNERS, LLC	0.15%	3.26M	75.93M	-46.81K	-1.41%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.15%	3.27M	76.02M	1.75M	+115.46%
Sep 30, 2025	BRANDYWINE OAK PRIVATE WEALTH LLC	0.26%	5.83M	135.7M	7.12K	+0.12%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.28%	6.11M	142.28M	574.25K	+10.37%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.29%	6.38M	148.59M	-171K	-2.61%
Sep 30, 2025	CERITY PARTNERS LLC	0.3%	6.69M	155.66M	30.54K	+0.46%
Sep 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.33%	7.19M	167.35M	-70.28K	-0.97%
Sep 30, 2025	MCADAM, LLC	0.33%	7.32M	170.32M	760.12K	+11.59%
Sep 30, 2025	FMR LLC	0.24%	5.2M	121.13M	8.63K	+0.17%
Sep 30, 2025	MARINER, LLC	0.41%	8.92M	207.56M	94.6K	+1.07%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.42%	9.21M	217.06M	-103.3K	-1.11%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.28%	5.94M	131.34M	280.45K	+4.95%
Jun 30, 2025	EMPOWER ADVISORY GROUP, LLC	8.59%	184M	4.07B	-790.08K	-0.43%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.61%	12.96M	286.51M	-172.3K	-1.31%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	0.54%	11.58M	255.83M	4.01M	+53.09%
Jun 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.34%	7.26M	161M	458.6K	+6.74%
Jun 30, 2025	STEELE CAPITAL MANAGEMENT, INC.	0.31%	6.7M	148.38M	81.99K	+1.24%
Jun 30, 2025	BRANDYWINE OAK PRIVATE WEALTH LLC	0.27%	5.82M	128.66M	-205.26K	-3.41%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.23%	4.88M	107.63M	657.14K	+15.57%
Jun 30, 2025	JMG FINANCIAL GROUP, LTD.	0.21%	4.4M	97.31M	19.1K	+0.44%
Jun 30, 2025	OPUS CAPITAL GROUP, LLC	0.12%	2.51M	55.49M	-70.22K	-2.72%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.11%	2.46M	54.3M	-177.1K	-6.72%
Jun 30, 2025	COLONY GROUP, LLC	0.11%	2.44M	53.83M	312.36K	+14.71%
Jun 30, 2025	RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC	0.11%	2.28M	50.35M	14.77K	+0.65%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.1%	2.19M	48.36M	125.62K	+6.09%
Jun 30, 2025	FORVIS WEALTH ADVISORS, LLC	0.1%	2.11M	46.71M	-137.81K	-6.12%
Jun 30, 2025	MATRIX TRUST CO	0.1%	2.05M	45.36M	19.45K	+0.96%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.09%	2.01M	44.44M	770.92K	+62.17%
Jun 30, 2025	TRUNORTH CAPITAL MANAGEMENT, LLC	0.09%	2.01M	44.42M	174.17K	+9.49%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	1.96M	43.35M	76.7K	+4.07%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.97%	20.84M	460.58M	-786.82K	-3.64%
Jun 30, 2025	BETTERMENT LLC	1.07%	22.94M	507.02M	-653.43K	-2.77%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	1%	21.53M	475.71M	1.07M	+5.21%
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.18%	3.76M	83.2M	3.75M	+34,510.78%
Jun 30, 2025		0.15%	3.31M	73.12M	1.16M	+54.22%
Jun 30, 2025	MORGAN STANLEY	0.48%	10.35M	228.82M	852.75K	+8.98%
Jun 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.4%	8.57M	189.41M	-50.51K	-0.59%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.12%	2.65M	58.6M	-109.26K	-3.96%
Jun 30, 2025	EVERGREEN ADVISORS, LLC	0.11%	2.42M	53.48M	-40.66K	-1.65%
Jun 30, 2025	CAPITAL ADVISORS INC/OK	0.11%	2.35M	51.85M	93.82K	+4.17%
Jun 30, 2025	WOOSTER CORTHELL WEALTH MANAGEMENT, INC.	0.09%	2.01M	44.45M	-73.23K	-3.51%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	15.48%	331.71M	7.33B	-16.39M	-4.71%
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	7.47%	159.97M	3.54B	-10.4M	-6.10%
Jun 30, 2025	WEALTHFRONT ADVISERS LLC	5.12%	109.69M	2.42B	4.92M	+4.70%
Jun 30, 2025	CREATIVE PLANNING	1.93%	41.36M	913.96M	98.65K	+0.24%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	1.02%	21.92M	484.48M	272.11K	+1.26%
Jun 30, 2025	US BANCORP \DE\	0.63%	13.55M	299.35M	-973.84K	-6.71%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.58%	12.49M	276.14M	-189.88K	-1.50%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.45%	9.61M	212.44M	-456.85K	-4.54%
Jun 30, 2025	TRUEPOINT, INC.	0.17%	3.58M	79.17M	-135.84K	-3.65%
Jun 30, 2025	JANE STREET GROUP, LLC	0.16%	3.43M	75.74M	1.68M	+96.18%
Jun 30, 2025	CWM, LLC	0.15%	3.29M	72.74M	288.99K	+9.62%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.43%	9.32M	206.64M	-37.3K	-0.40%
Jun 30, 2025	MARINER, LLC	0.41%	8.82M	194.96M	-77.68K	-0.87%
Jun 30, 2025	CERITY PARTNERS LLC	0.31%	6.66M	147.1M	22.46K	+0.34%
Jun 30, 2025	MCADAM, LLC	0.31%	6.56M	144.89M	63.95K	+0.99%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.31%	6.55M	144.83M	-3.47M	-34.64%
Jun 30, 2025	AVANTAX PLANNING PARTNERS, INC.	0.29%	6.28M	138.77M	-161.23K	-2.50%
Jun 30, 2025	REBALANCE, LLC	0.29%	6.17M	136.37M	-347.82K	-5.34%
Jun 30, 2025	BESSEMER GROUP INC	0.27%	5.87M	129.66M	-151.77K	-2.52%
Jun 30, 2025	LPL FINANCIAL LLC	0.26%	5.56M	122.89M	620.12K	+12.55%
Jun 30, 2025	FMR LLC	0.24%	5.19M	114.8M	-132.75K	-2.49%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.24%	5.15M	113.72M	622.6K	+13.76%
Jun 30, 2025	GEMMER ASSET MANAGEMENT LLC	0.23%	4.84M	106.94M	357.36K	+7.97%
Jun 30, 2025	FUND EVALUATION GROUP, LLC	0.22%	4.8M	106.18M	790.57K	+19.70%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.22%	4.74M	104.71M	270.41K	+6.05%
Jun 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.21%	4.41M	97.48M	235.61K	+5.64%
Jun 30, 2025	UBS GROUP AG	0.18%	3.82M	84.48M	-21.32K	-0.55%
Jun 30, 2025	CHOREO, LLC	0.13%	2.86M	63.21M	-177.77K	-5.85%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.19%	4.09M	90.49M	3.68M	+877.70%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.17%	3.71M	81.98M	138.17K	+3.87%
Jun 30, 2025	SNS FINANCIAL GROUP, LLC	0.17%	3.66M	80.96M	22.54K	+0.62%
Jun 30, 2025	CHARLES SCHWAB TRUST CO	0.15%	3.21M	71.03M	-290.62K	-8.29%
Jun 30, 2025	FOSTER & MOTLEY INC	0.15%	3.11M	68.74M	-84.35K	-2.64%
Jun 30, 2025	ROYAL BANK OF CANADA	0.14%	3M	66.29M	522.66K	+21.10%
Jun 30, 2025	BLUESTEM WEALTH PARTNERS, LLC	0.15%	3.31M	73.12M	1.16M	+54.22%
Mar 31, 2025	MIRACLE MILE ADVISORS, LLC	0.36%	7.56M	149.57M	2.09M	+38.21%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.13%	2.76M	54.61M	253.82K	+10.12%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.44%	9.35M	185.01M	889.16K	+10.50%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.47%	10.07M	199.18M	-184.69K	-1.80%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.35%	7.45M	147.38M	5M	+203.71%
Mar 31, 2025	MORGAN STANLEY	0.45%	9.5M	187.93M	-579.23K	-5.75%
Mar 31, 2025	CERITY PARTNERS LLC	0.31%	6.63M	131.21M	200.45K	+3.12%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.6%	12.68M	250.9M	-822.14K	-6.09%
Mar 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.62%	13.14M	259.84M	2.38M	+22.12%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.96%	20.46M	404.7M	10.26M	+100.63%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	1.02%	21.63M	427.8M	-874.66K	-3.89%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	1.02%	21.65M	428.24M	-212.18K	-0.97%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.21%	4.52M	89.47M	21.96K	+0.49%
Mar 31, 2025	LPL FINANCIAL LLC	0.23%	4.94M	97.72M	-288.51K	-5.52%
Mar 31, 2025	MARINER, LLC	0.42%	8.9M	176.14M	-23.71K	-0.27%
Mar 31, 2025	GEMMER ASSET MANAGEMENT LLC	0.21%	4.48M	88.65M	97.72K	+2.23%
Mar 31, 2025	BETTERMENT LLC	1.11%	23.6M	466.72M	-954.54K	-3.89%
Mar 31, 2025	CREATIVE PLANNING	1.91%	41.26M	816.07M	-481.04K	-1.15%
Mar 31, 2025	WEALTHFRONT ADVISERS LLC	4.93%	104.77M	2.07B	-2.62M	-2.44%
Mar 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	8.01%	170.37M	3.37B	-2.02M	-1.17%
Mar 31, 2025	MCADAM, LLC	0.31%	6.49M	128.42M	-526.32K	-7.50%
Mar 31, 2025	US BANCORP \DE\	0.68%	14.52M	287.18M	-685.97K	-4.51%
Mar 31, 2025	EMPOWER ADVISORY GROUP, LLC	8.69%	184.79M	3.66B	3.7M	+2.04%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	16.37%	348.09M	6.89B	13.02M	+3.89%
Mar 31, 2025	FOSTER & MOTLEY INC	0.15%	3.19M	63.19M	31.7K	+1.00%
Mar 31, 2025	CHARLES SCHWAB TRUST CO	0.16%	3.5M	69.32M	50.95K	+1.48%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.21%	4.47M	88.37M	41.37K	+0.93%
Mar 31, 2025	BESSEMER GROUP INC	0.28%	6.02M	119.05M	-56.2K	-0.93%
Mar 31, 2025	BRANDYWINE OAK PRIVATE WEALTH LLC	0.28%	6.03M	119.21M	-104.55K	-1.71%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.17%	3.57M	70.64M	-607.98K	-14.55%
Mar 31, 2025	SNS FINANCIAL GROUP, LLC	0.17%	3.64M	72.01M	-22.71K	-0.62%
Mar 31, 2025	TRUEPOINT, INC.	0.17%	3.72M	73.55M	-464.58K	-11.11%
Mar 31, 2025	CALLAN CAPITAL, LLC	0.18%	3.9M	77.18M	-4.88K	-0.13%
Mar 31, 2025	FUND EVALUATION GROUP, LLC	0.19%	4.01M	79.39M	1.74M	+76.58%
Mar 31, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.2%	4.18M	82.59M	323.68K	+8.40%
Mar 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.41%	8.62M	170.52M	249K	+2.97%
Mar 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.47%	10.03M	198.34M	4.41M	+78.38%
Mar 31, 2025	UBS GROUP AG	0.18%	3.84M	76.04M	143.84K	+3.89%
Mar 31, 2025	FMR LLC	0.25%	5.33M	105.37M	42.76K	+0.81%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.2%	4.22M	84.05M	681.48K	+19.25%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	2.61M	51.68M	287.87K	+12.38%
Mar 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.12%	2.63M	52.11M	3.65K	+0.14%
Mar 31, 2025	CWM, LLC	0.14%	3M	59.39M	727.95K	+32.00%
Mar 31, 2025	CHOREO, LLC	0.14%	3.04M	57.97M	-140.6K	-4.42%
Mar 31, 2025	JMG FINANCIAL GROUP, LTD.	0.21%	4.38M	86.72M	-31.04K	-0.70%
Mar 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.32%	6.8M	134.51M	151.44K	+2.28%
Mar 31, 2025	AVANTAX PLANNING PARTNERS, INC.	0.3%	6.44M	127.39M	479.89K	+8.05%
Mar 31, 2025	REBALANCE, LLC	0.31%	6.52M	128.93M	52.59K	+0.81%
Mar 31, 2025	STEELE CAPITAL MANAGEMENT, INC.	0.31%	6.62M	130.92M	55.77K	+0.85%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.27%	5.66M	112M	-811.33K	-12.53%
Mar 31, 2024	STEELE CAPITAL MANAGEMENT, INC.	0.46%	4.23M	165.1M	21.46K	+0.51%
Mar 31, 2024	CREATIVE PLANNING	2.18%	21.65M	844.68M	-410.95K	-1.86%
Mar 31, 2024	BETTERMENT LLC	1.42%	13.13M	512.37M	-1.09M	-7.65%
Mar 31, 2024	LAKE STREET ADVISORS GROUP, LLC	0.15%	1.43M	55.7M	-13.92K	-0.97%
Mar 31, 2024	FOSTER & MOTLEY INC	0.16%	1.46M	57.1M	25.55K	+1.78%
Mar 31, 2024	UBS GROUP AG	0.17%	1.71M	66.68M	99.21K	+6.16%
Mar 31, 2024	SNS FINANCIAL GROUP, LLC	0.17%	1.59M	62.1M	2	0.00%
Mar 31, 2024	CHOREO, LLC	0.19%	1.72M	66.96M	-35.99K	-2.05%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.2%	2M	77.87M	176.17K	+9.68%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.2%	2.01M	78.54M	1.16M	+136.59%
Mar 31, 2024	FMR LLC	0.26%	2.6M	101.27M	18.04K	+0.70%
Mar 31, 2024	MORGAN STANLEY	0.48%	4.73M	184.73M	-40.25K	-0.84%
Mar 31, 2024	MARINER, LLC	0.52%	4.78M	186.63M	-43.53K	-0.90%
Mar 31, 2024	WEALTHSPIRE ADVISORS, LLC	0.53%	4.91M	191.46M	-210.33K	-4.11%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.61%	5.59M	228.23M	-391.69K	-6.55%
Mar 31, 2024	SCS CAPITAL MANAGEMENT LLC	0.64%	5.95M	232.08M	-91.71K	-1.52%
Mar 31, 2024	WOOSTER CORTHELL WEALTH MANAGEMENT, INC.	0.1%	1M	39.12M	10.26K	+1.03%
Mar 31, 2024	RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC	0.1%	1.03M	40.11M	-4.32K	-0.42%
Mar 31, 2024	GOELZER INVESTMENT MANAGEMENT, INC.	0.1%	1.04M	40.39M	-19.61K	-1.86%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.11%	1.08M	42.04M	27.12K	+2.58%
Mar 31, 2024	OPUS CAPITAL GROUP, LLC	0.11%	1.09M	42.55M	6.38K	+0.59%
Mar 31, 2024	JPMORGAN CHASE & CO	0.11%	1.1M	42.97M	80.82K	+7.92%
Mar 31, 2024	EVERGREEN ADVISORS, LLC	0.12%	1.15M	44.84M	193	+0.02%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	14.16%	140.74M	5.49B	5.53M	+4.09%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.88%	38.53M	1.5B	1.6M	+4.33%
Mar 31, 2024	WEALTHFRONT ADVISERS LLC	4.96%	45.73M	1.78B	893.56K	+1.99%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	8.27%	76.32M	2.98B	1.94M	+2.60%
Mar 31, 2024	FINANCIAL ENGINES ADVISORS L.L.C.	8.35%	77.02M	3.01B	850.16K	+1.12%
Mar 31, 2024	EMPOWER ADVISORY GROUP, LLC	8.6%	79.36M	3.1B	271.84K	+0.34%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.13%	1.2M	46.88M	-86.49K	-6.72%
Mar 31, 2024	FINANCIAL CONSULATE, INC	0.14%	1.3M	50.6M	12.83K	+1.00%
Mar 31, 2024	FORVIS WEALTH ADVISORS, LLC	0.15%	1.35M	52.67M	90.2K	+7.16%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.15%	1.4M	54.75M	1.4M	+100.00%
Mar 31, 2024	CHARLES SCHWAB TRUST CO	0.15%	1.41M	54.99M	189.94K	+15.58%
Mar 31, 2024	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.15%	1.42M	55.56M	-127.39K	-8.21%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.21%	1.96M	76.33M	-41.94K	-2.10%
Mar 31, 2024	JMG FINANCIAL GROUP, LTD.	0.22%	2.01M	78.38M	29.28K	+1.48%
Mar 31, 2024	FUND EVALUATION GROUP, LLC	0.22%	2.03M	79.25M	72.13K	+3.68%
Mar 31, 2024	CALLAN CAPITAL, LLC	0.22%	2.04M	79.48M	-66.98K	-3.18%
Mar 31, 2024	TRUEPOINT, INC.	0.23%	2.13M	83.14M	-71.59K	-3.25%
Mar 31, 2024	LPL FINANCIAL LLC	0.23%	2.31M	90.05M	34.68K	+1.53%
Mar 31, 2024	MIRACLE MILE ADVISORS, LLC	0.23%	2.15M	83.75M	321.37K	+17.61%
Mar 31, 2024	CERITY PARTNERS LLC	0.24%	2.2M	85.99M	-27.07M	-92.47%
Mar 31, 2024	REBALANCE, LLC	0.3%	2.78M	108.5M	5.21K	+0.19%
Mar 31, 2024	AVANTAX PLANNING PARTNERS, INC.	0.3%	2.81M	109.64M	214.78K	+8.28%
Mar 31, 2024	BRANDYWINE OAK PRIVATE WEALTH LLC	0.31%	2.82M	110.19M	63.64K	+2.31%
Mar 31, 2024	MCADAM, LLC	0.32%	3M	116.92M	179.57K	+6.37%
Mar 31, 2024	CRESSET ASSET MANAGEMENT, LLC	0.33%	3.02M	117.83M	7.11K	+0.24%
Mar 31, 2024	BESSEMER GROUP INC	0.35%	3.2M	125.05M	107.92K	+3.48%
Mar 31, 2024	ORGEL WEALTH MANAGEMENT, LLC	0.36%	3.36M	131.06M	984.59K	+41.47%
Mar 31, 2024	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.42%	3.88M	151.35M	270.52K	+7.50%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.43%	4.01M	156.5M	-216.6K	-5.12%
Mar 31, 2024	MATRIX TRUST CO	0.21%	1.96M	76.35M	-45.79K	-2.29%
Mar 31, 2024	GEMMER ASSET MANAGEMENT LLC	0.21%	1.96M	76.43M	-227.08K	-10.39%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.71%	7.08M	276.16M	-307.61K	-4.17%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.79%	7.87M	307.12M	2.23M	+39.59%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	1.29%	11.91M	464.83M	-233.32K	-1.92%
Dec 31, 2023	WEALTHSPIRE ADVISORS, LLC	0.55%	5.12M	189.13M	89.29K	+1.78%
Dec 31, 2023		0.45%	4.21M	155.59M	4.21M	+100.00%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.64%	5.98M	221M	-385.13K	-6.05%
Dec 31, 2023	SCS CAPITAL MANAGEMENT LLC	0.65%	6.04M	223.22M	-99.7K	-1.62%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.79%	7.38M	272.95M	-123.81K	-1.65%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	1.31%	12.15M	448.91M	-498.31K	-3.94%
Dec 31, 2023	BETTERMENT LLC	1.53%	14.22M	525.5M	-466.49K	-3.18%
Dec 31, 2023	CREATIVE PLANNING	2.37%	22.06M	815.28M	1.13M	+5.40%
Dec 31, 2023	CERITY PARTNERS LLC	3.15%	29.27M	78.39M	26.67M	+1,023.78%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.97%	36.93M	1.36B	2.15M	+6.19%
Dec 31, 2023	WEALTHFRONT ADVISERS LLC	4.82%	44.84M	1.66B	-1.39M	-3.02%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	8%	74.39M	2.75B	748.67K	+1.02%
Dec 31, 2023	FINANCIAL ENGINES ADVISORS L.L.C.	8.19%	76.17M	2.82B	1.28M	+1.71%
Dec 31, 2023	EMPOWER ADVISORY GROUP, LLC	8.51%	79.09M	2.92B	2.23M	+2.90%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	14.55%	135.22M	5B	7.61M	+5.96%
Dec 31, 2023	FORVIS WEALTH ADVISORS, LLC	0.14%	1.26M	46.56M	7.27K	+0.58%
Dec 31, 2023	FINANCIAL CONSULATE, INC	0.14%	1.28M	47.46M	22.06K	+1.75%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.14%	1.29M	47.6M	827.73K	+179.87%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.15%	1.35M	49.54M	-14.44K	-1.06%
Dec 31, 2023	FOSTER & MOTLEY INC	0.15%	1.44M	53.14M	19.18K	+1.35%
Dec 31, 2023	MONETA GROUP INVESTMENT ADVISORS LLC	0.15%	1.44M	53.22M	144.7K	+11.17%
Dec 31, 2023	LAKE STREET ADVISORS GROUP, LLC	0.16%	1.45M	53.58M	-96.74K	-6.26%
Dec 31, 2023	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.17%	1.55M	57.34M	-720.58K	-31.72%
Dec 31, 2023	SNS FINANCIAL GROUP, LLC	0.17%	1.59M	58.82M	26.15K	+1.67%
Dec 31, 2023	UBS GROUP AG	0.17%	1.61M	59.49M	58.4K	+3.77%
Dec 31, 2023	CHOREO, LLC	0.19%	1.75M	64.75M	-7.83K	-0.45%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.2%	1.82M	67.25M	142.39K	+8.49%
Dec 31, 2023	MIRACLE MILE ADVISORS, LLC	0.2%	1.83M	67.45M	481.23K	+35.81%
Dec 31, 2023	FUND EVALUATION GROUP, LLC	0.21%	1.96M	72.4M	10.72K	+0.55%
Dec 31, 2023	JMG FINANCIAL GROUP, LTD.	0.21%	1.98M	73.16M	47.21K	+2.44%
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0.22%	2M	73.85M	72.33K	+3.76%
Dec 31, 2023	MATRIX TRUST CO	0.22%	2M	74.01M	29.35K	+1.49%
Dec 31, 2023	CALLAN CAPITAL, LLC	0.23%	2.1M	77.76M	-7.86K	-0.37%
Dec 31, 2023	GEMMER ASSET MANAGEMENT LLC	0.24%	2.19M	80.79M	44.29K	+2.07%
Dec 31, 2023	TRUEPOINT, INC.	0.24%	2.2M	81.39M	-24.72K	-1.11%
Dec 31, 2023	LPL FINANCIAL LLC	0.24%	2.27M	84.01M	153.12K	+7.22%
Dec 31, 2023	ORGEL WEALTH MANAGEMENT, LLC	0.26%	2.37M	87.75M	158.29K	+7.14%
Dec 31, 2023	FMR LLC	0.28%	2.58M	95.26M	-36.83K	-1.41%
Dec 31, 2023	AVANTAX PLANNING PARTNERS, INC.	0.28%	2.59M	95.91M	-301.73K	-10.42%
Dec 31, 2023	BRANDYWINE OAK PRIVATE WEALTH LLC	0.3%	2.76M	102.02M	8.12K	+0.30%
Dec 31, 2023	REBALANCE, LLC	0.3%	2.78M	102.58M	197.95K	+7.68%
Dec 31, 2023	MCADAM, LLC	0.3%	2.82M	104.11M	120.75K	+4.48%
Dec 31, 2023	CRESSET ASSET MANAGEMENT, LLC	0.32%	3.01M	111.35M	835.21K	+38.36%
Dec 31, 2023	BESSEMER GROUP INC	0.33%	3.1M	114.46M	3.78K	+0.12%
Dec 31, 2023	SAGEVIEW ADVISORY GROUP, LLC	0.34%	3.19M	117.57M	779.82K	+32.32%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.61%	5.64M	208.4M	-163.81K	-2.82%
Dec 31, 2023	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.39%	3.61M	133.37M	16.73K	+0.47%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.45%	4.23M	156.24M	-1.62M	-27.70%
Dec 31, 2023	MORGAN STANLEY	0.51%	4.77M	176.47M	171.96K	+3.74%
Dec 31, 2023	MARINER, LLC	0.52%	4.83M	178.39M	820	+0.02%

Frequently Asked Questions