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

Who are the major shareholders selling Schwab U.S. Aggregate Bond ETF stock?

TOWERCREST CAPITAL MANAGEMENT, in the last quarter, reduced its stake in SCHZ by -5.72% restricting it's holding to 956.73 thousand shares of worth nearly $22.13M. PHIL A. YOUNKER & ASSOCIATES, LTD. also lessened -9.57% of the SCHZ shares from its portfolio, reducing its holding to 1.42 million shares of worth $32.84M. RESOURCES INVESTMENT ADVISORS, LLC. also shunned SCHZ shares holding by -9.17% last quarter which brought its holding to 1.46 million shares worth $33.68M.

Investors who are buying SCHZ stock?

As per its latest 13F filing, PLUM STREET ADVISORS, LLC increased its stake in SCHZ by 6.86% in the last quarter. The institutional holder raised its holding to 1.28 million shares having worth more than $29.62M. ADVISOR GROUP HOLDINGS, INC. also added 7.05% more shares of SCHZ to its portfolio, raising its holding to 1.25 million shares of worth $28.91M. KILTERHOWLING LLC also increased its SCHZ shares holding by 0.22% which brought its holding to 1.35 million shares worth $31.16M.

SCHZ's major insiders: who are they?

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

Did an insider recently sell SCHZ stock?

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

Which insider recently purchased SCHZ stock?

There have been 0 transaction(s) during the past 6-months in which Schwab U.S. Aggregate Bond ETF insiders have bought stock, totalling 0 shares

How much of SCHZ does insiders own?

Around 0 Schwab U.S. Aggregate Bond ETF shares are held by insiders, which represents about N/A of SCHZ stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SCHZ?

PLUM STREET ADVISORS, LLC is the largest institutional owner in SCHZ which holds 1.28 million shares worth $29.62M or 0.27% of the total SCHZ shares outstanding followed by ADVISOR GROUP HOLDINGS, INC. with ownership of 1.25 million shares representing 0.27% of the SCHZ ownership. KILTERHOWLING LLC is the third largest stakeholder with 1.35 million shares or 0.29% of the ownership worth more than $31.16M.

Is Schwab U.S. Aggregate Bond ETF stock optionable?

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

Is there a short position on SCHZ's shares?

Number of SCHZ 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 SCHZ shares are there?

As of today, null shares of SCHZ are outstanding.

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

SCHZ 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 SCHZ is null.

Schwab US Aggregate Bond ETF (SCHZ) 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. PLUM STREET ADVISORS, LLC is the top corporate investor, holding 1.28M shares valued at $29.62M. A 0.27% stake in Schwab U.S. Aggregate Bond ETF is owned by the company. ADVISOR GROUP HOLDINGS, INC. owns 1.25M shares valued at $28.91M, which translates its holding of 0.27% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	PLUM STREET ADVISORS, LLC	0.27%	1.28M	29.62M	82.26K	+6.86%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.27%	1.25M	28.91M	82.32K	+7.05%
Jun 30, 2026	KILTERHOWLING LLC	0.29%	1.35M	31.16M	2.93K	+0.22%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.3%	1.4M	32.27M	145.23K	+11.62%
Jun 30, 2026	TOWERCREST CAPITAL MANAGEMENT	0.21%	956.73K	22.13M	-58.05K	-5.72%
Jun 30, 2026	ZYNERGYRETIREMENTPLANNINGLLC	0.3%	1.41M	32.51M	79.41K	+5.99%
Jun 30, 2026	PHIL A. YOUNKER & ASSOCIATES, LTD.	0.3%	1.42M	32.84M	-150.24K	-9.57%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.31%	1.46M	33.68M	-147.02K	-9.17%
Jun 30, 2026	CREATIVE PLANNING	0.21%	976.36K	22.58M	47.61K	+5.13%
Jun 30, 2026	HORST & GRABEN WEALTH MANAGEMENT LLC	0.32%	1.47M	33.98M	53.75K	+3.78%
Jun 30, 2026	DESTINATION WEALTH MANAGEMENT	0.32%	1.5M	34.63M	-58.07K	-3.73%
Jun 30, 2026	RONALD BLUE TRUST, INC.	0.33%	1.55M	35.81M	31.73K	+2.09%
Jun 30, 2026	FINANCIAL LIFE ADVISORS	0.34%	1.57M	36.39M	72.67K	+4.84%
Jun 30, 2026	NORTHROCK PARTNERS, LLC	0.35%	1.62M	37.45M	409.93K	+33.91%
Jun 30, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	0.18%	811.41K	18.77M	-253.24K	-23.79%
Jun 30, 2026	VIDENT ADVISORY, LLC	0.36%	1.69M	39.02M	51.68K	+3.16%
Jun 30, 2026	SAVANT CAPITAL, LLC	0.36%	1.69M	39.13M	842.41K	+99.59%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.4%	1.86M	43.1M	95.23K	+5.39%
Jun 30, 2026	MARINER, LLC	0.46%	2.13M	49.31M	-24.18K	-1.12%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.47%	2.17M	49.78M	-21.38K	-0.98%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.49%	2.28M	52.93M	381.23K	+20.09%
Jun 30, 2026	DAYMARK WEALTH PARTNERS, LLC	0.27%	1.27M	29.47M	-343.45K	-21.23%
Jun 30, 2026	CERITY PARTNERS LLC	0.5%	2.35M	45.78M	555.36K	+31.02%
Jun 30, 2026	MCADAM, LLC	0.56%	2.61M	60.37M	618.99K	+31.09%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.66%	3.07M	71.05M	-59.6K	-1.90%
Jun 30, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	1.22%	5.68M	131.41M	267.34K	+4.94%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.46%	6.81M	157.5M	340.55K	+5.26%
Jun 30, 2026	LPL FINANCIAL LLC	0.24%	1.12M	25.88M	24.22K	+2.21%
Jun 30, 2026	TSA WEALTH MANAGMENT LLC	0.22%	1.02M	23.67M	65.38K	+6.83%
Jun 30, 2026	MORGAN STANLEY	0.22%	1M	23.17M	-1.27M	-55.94%
Jun 30, 2026	BOND & DEVICK FINANCIAL NETWORK, INC.	0.19%	879.14K	20.33M	35.46K	+4.20%
Jun 30, 2026	ROCKBRIDGE INVESTMENT MANAGEMENT, LCC	2.24%	10.42M	241.02M	726.66K	+7.50%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.19%	880.22K	20.36M	119.47K	+15.70%
Jun 30, 2026	THEORY FINANCIAL LLC	0.21%	988.12K	22.86M	41.79K	+4.42%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.2%	914.47K	21.15M	43.52K	+5.00%
Jun 30, 2026	ONE WEALTH ADVISORS, LLC	0.2%	917.19K	21.21M	65.24K	+7.66%
Jun 30, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.19%	872.45K	20.18M	-32.58K	-3.60%
Jun 30, 2026	MONETA GROUP INVESTMENT ADVISORS LLC	0.18%	840.71K	19.45M	42.94K	+5.38%
Jun 30, 2026	MLG WEALTH MANAGEMENT DBA PINE GROVE FINANCIAL GROUP	0.18%	822.51K	19.09M	38.89K	+4.96%
Jun 30, 2026	ASSET ALLOCATION STRATEGIES LLC	0.2%	933.12K	21.58M	11.09K	+1.20%
Jun 30, 2026	COLUMBUS MACRO, LLC	0.14%	626.85K	14.5M	11.69K	+1.90%
Jun 30, 2026	ASCENT GROUP, LLC	0.14%	633.68K	14.66M	-36.44K	-5.44%
Jun 30, 2026	CEDAR MOUNTAIN ADVISORS, LLC	0.14%	641.35K	14.83M	955	+0.15%
Jun 30, 2026	BNP PARIBAS ARBITRAGE, SNC	0.15%	652.17K	15.08M	-98.93K	-13.17%
Jun 30, 2026	CYPRESS WEALTH SERVICES, LLC	0.15%	659.25K	15.25M	70.21K	+11.92%
Jun 30, 2026	JAMES J. BURNS & COMPANY, LLC	0.15%	666.92K	15.43M	2.82K	+0.42%
Jun 30, 2026	UBS GROUP AG	0.15%	669.56K	15.49M	52.16K	+8.45%
Jun 30, 2026		0.15%	658.2K	15.22M	-7.5K	-1.13%
Jun 30, 2026	REVISOR WEALTH MANAGEMENT LLC	0.16%	726.05K	16.79M	-71.18K	-8.93%
Jun 30, 2026	REVOLVE WEALTH PARTNERS, LLC	0.17%	756.99K	17.51M	17.44K	+2.36%
Jun 30, 2026	PIONEER WEALTH MANAGEMENT GROUP	0.48%	2.25M	52.03M	249.49K	+12.48%
Jun 30, 2026	RATIONAL ADVISORS LLC	0.67%	3.14M	72.68M	65.9K	+2.14%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.75%	3.48M	80.56M	188.64K	+5.73%
Jun 30, 2026	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.83%	3.86M	89.18M	534.7K	+16.10%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.92%	4.29M	99.28M	-199.08K	-4.43%
Jun 30, 2026	CHARLES SCHWAB TRUST CO	1.42%	6.6M	152.7M	186.95K	+2.91%
Jun 30, 2026	AVANTAX PLANNING PARTNERS, INC.	1.71%	7.98M	184.47M	264.65K	+3.43%
Jun 30, 2026	JPMORGAN CHASE & CO	3.1%	14.42M	335.04M	1.14M	+8.58%
Jun 30, 2026	ALLIANCE WEALTH MANAGEMENT GROUP	0.21%	956.73K	22.13M	-58.05K	-5.72%
Jun 30, 2026	MODERN WEALTH MANAGEMENT, LLC	0.28%	1.3M	30.07M	80.32K	+6.58%
Jun 30, 2026	TRUNORTH CAPITAL MANAGEMENT, LLC	0.29%	1.34M	30.93M	42.23K	+3.26%
Jun 30, 2026	MOKOSAK ADVISORY GROUP, LLC	0.28%	1.3M	30.01M	61.63K	+4.99%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.97%	4.49M	104.28M	373.2K	+9.06%
Mar 31, 2026	TENRET CO LLC	0.21%	984.58K	22.86M	70.93K	+7.76%
Mar 31, 2026	CREATIVE PLANNING	0.2%	928.75K	21.57M	-24.31K	-2.55%
Mar 31, 2026	FINANCIAL LIFE ADVISORS	0.32%	1.5M	34.84M	22.82K	+1.54%
Mar 31, 2026	DESTINATION WEALTH MANAGEMENT	0.34%	1.56M	36.12M	-390.32K	-20.06%
Mar 31, 2026	RONALD BLUE TRUST, INC.	0.33%	1.52M	35.21M	-35.26K	-2.27%
Mar 31, 2026	PHIL A. YOUNKER & ASSOCIATES, LTD.	0.34%	1.57M	36.46M	101.96K	+6.95%
Mar 31, 2026	CEDAR MOUNTAIN ADVISORS, LLC	0.15%	640.4K	14.87M	12.8K	+2.04%
Mar 31, 2026	JAMES J. BURNS & COMPANY, LLC	0.15%	664.1K	15.42M	-7.36K	-1.10%
Mar 31, 2026		0.15%	638.81K	14.83M	74.6K	+13.22%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.16%	671.92K	15.6M	-20.62K	-2.98%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.16%	687.81K	15.97M	-3.01K	-0.44%
Mar 31, 2026	REVOLVE WEALTH PARTNERS, LLC	0.17%	739.54K	17.17M	-50.06K	-6.34%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.17%	751.1K	17.44M	751.1K	+100.00%
Mar 31, 2026	REVISOR WEALTH MANAGEMENT LLC	0.19%	797.23K	18.51M	56.94K	+7.69%
Mar 31, 2026	MONETA GROUP INVESTMENT ADVISORS LLC	0.19%	797.77K	18.52M	16.69K	+2.14%
Mar 31, 2026	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.72%	3.32M	77.11M	377.19K	+12.81%
Mar 31, 2026	CWM, LLC	1.03%	4.79M	111.21M	767.14K	+19.07%
Mar 31, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	1.17%	5.41M	125.71M	17.38K	+0.32%
Mar 31, 2026	CHARLES SCHWAB TRUST CO	1.39%	6.41M	148.96M	199.78K	+3.21%
Mar 31, 2026	AVANTAX PLANNING PARTNERS, INC.	1.67%	7.71M	179.04M	263.32K	+3.54%
Mar 31, 2026	ROCKBRIDGE INVESTMENT MANAGEMENT, LCC	2.09%	9.69M	225.09M	735.66K	+8.21%
Mar 31, 2026	JPMORGAN CHASE & CO	2.87%	13.28M	307.63M	694.43K	+5.52%
Mar 31, 2026	ASSET ALLOCATION STRATEGIES LLC	0.2%	922.03K	21.41M	39.09K	+4.43%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.26%	1.22M	28.25M	40.66K	+3.45%
Mar 31, 2026	MOKOSAK ADVISORY GROUP, LLC	0.27%	1.24M	28.69M	83.58K	+7.26%
Mar 31, 2026	ZYNERGYRETIREMENTPLANNINGLLC	0.29%	1.33M	30.8M	74.72K	+5.97%
Mar 31, 2026	KILTERHOWLING LLC	0.29%	1.34M	31.21M	87.71K	+6.98%
Mar 31, 2026	HORST & GRABEN WEALTH MANAGEMENT LLC	0.31%	1.42M	33.07M	31.84K	+2.29%
Mar 31, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.2%	905.03K	21.01M	-30.89K	-3.30%
Mar 31, 2026	TSA WEALTH MANAGMENT LLC	0.21%	957.98K	22.24M	19.24K	+2.05%
Mar 31, 2026	ALLIANCE WEALTH MANAGEMENT GROUP	0.22%	1.01M	23.56M	-4.07K	-0.40%
Mar 31, 2026	PLUM STREET ADVISORS, LLC	0.26%	1.2M	27.83M	67.46K	+5.97%
Mar 31, 2026	NORTHROCK PARTNERS, LLC	0.26%	1.21M	28.07M	23.24K	+1.96%
Mar 31, 2026	THEORY FINANCIAL LLC	0.2%	946.33K	21.97M	-192.86K	-16.93%
Mar 31, 2026	TOWERCREST CAPITAL MANAGEMENT	0.22%	1.01M	23.56M	-4.07K	-0.40%
Mar 31, 2026	ONE WEALTH ADVISORS, LLC	0.18%	851.95K	19.78M	54.68K	+6.86%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.23%	1.06M	24.68M	196.23K	+22.65%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.27%	1.25M	29.02M	66.65K	+5.63%
Mar 31, 2026	SAVANT CAPITAL, LLC	0.2%	845.88K	19.64M	387.89K	+84.69%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.19%	870.95K	20.22M	31.59K	+3.76%
Mar 31, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	0.23%	1.06M	24.72M	198.09K	+22.86%
Mar 31, 2026	LPL FINANCIAL LLC	0.24%	1.09M	25.42M	252.14K	+29.92%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.25%	1.17M	27.11M	89.89K	+8.34%
Mar 31, 2026	TRUNORTH CAPITAL MANAGEMENT, LLC	0.28%	1.29M	30.07M	23.72K	+1.87%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.35%	1.6M	37.23M	-1.51M	-48.58%
Mar 31, 2026	DAYMARK WEALTH PARTNERS, LLC	0.35%	1.62M	37.56M	175.48K	+12.17%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.38%	1.77M	41.05M	115.43K	+6.99%
Mar 31, 2026	CERITY PARTNERS LLC	0.39%	1.79M	41.57M	1.17M	+187.97%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.41%	1.9M	43.74M	414.52K	+27.95%
Mar 31, 2026	MCADAM, LLC	0.43%	1.99M	46.23M	74.8K	+3.90%
Mar 31, 2026	RATIONAL ADVISORS LLC	0.66%	3.08M	71.43M	3.08M	+100.00%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.68%	3.13M	72.71M	-617.5K	-16.47%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.71%	3.29M	76.5M	969.72K	+41.71%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.5%	6.47M	150.23M	101.12K	+1.59%
Mar 31, 2026	BOND & DEVICK FINANCIAL NETWORK, INC.	0.2%	843.68K	19.59M	20.68K	+2.51%
Mar 31, 2026	VIDENT ADVISORY, LLC	0.35%	1.64M	37.97M	749.22K	+84.57%
Mar 31, 2026	PIONEER WEALTH MANAGEMENT GROUP	0.43%	2M	46.44M	185.54K	+10.23%
Mar 31, 2026	MARINER, LLC	0.47%	2.16M	50.07M	19.87K	+0.93%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.47%	2.19M	50.91M	-1.76M	-44.51%
Mar 31, 2026	MORGAN STANLEY	0.49%	2.27M	52.8M	1.28M	+129.27%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.01%	4.12M	96.24M	304.99K	+8.00%
Dec 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	1.3%	5.4M	126.12M	-31.13K	-0.57%
Dec 31, 2025	CHARLES SCHWAB TRUST CO	1.52%	6.22M	145.25M	268.36K	+4.51%
Dec 31, 2025	AVANTAX PLANNING PARTNERS, INC.	1.83%	7.45M	174.04M	264.27K	+3.68%
Dec 31, 2025	ROCKBRIDGE INVESTMENT MANAGEMENT, LCC	2.2%	8.96M	209.35M	999.1K	+12.55%
Dec 31, 2025	JPMORGAN CHASE & CO	3.09%	12.59M	294.19M	451.82K	+3.72%
Dec 31, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.19%	781.08K	18.25M	77.91K	+11.08%
Dec 31, 2025	UBS GROUP AG	0.17%	674.67K	15.77M	-16.21K	-2.35%
Dec 31, 2025	JAMES J. BURNS & COMPANY, LLC	0.16%	671.47K	15.69M	9.35K	+1.41%
Dec 31, 2025	ASCENT GROUP, LLC	0.15%	628.35K	14.68M	292.64K	+87.17%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.21%	866.45K	20.25M	91.35K	+11.79%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.21%	839.36K	19.62M	-31.23K	-3.59%
Dec 31, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.2%	823K	19.23M	76.48K	+10.24%
Dec 31, 2025	VIDENT ADVISORY, LLC	0.22%	885.91K	20.7M	-388.88K	-30.51%
Dec 31, 2025	TSA WEALTH MANAGMENT LLC	0.23%	938.75K	21.94M	15.25K	+1.65%
Dec 31, 2025	MORGAN STANLEY	0.24%	991.76K	23.18M	-8.52K	-0.85%
Dec 31, 2025	TOWERCREST CAPITAL MANAGEMENT	0.25%	1.02M	23.81M	-45.09K	-4.24%
Dec 31, 2025	TRUNORTH CAPITAL MANAGEMENT, LLC	0.31%	1.27M	29.71M	56.02K	+4.61%
Dec 31, 2025	HORST & GRABEN WEALTH MANAGEMENT LLC	0.34%	1.39M	32.47M	-23.86K	-1.69%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.17%	692.54K	16.18M	-10.08K	-1.43%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.17%	690.82K	16.14M	7.44K	+1.09%
Dec 31, 2025	REVISOR WEALTH MANAGEMENT LLC	0.18%	740.28K	17.32M	45.77K	+6.59%
Dec 31, 2025	REVOLVE WEALTH PARTNERS, LLC	0.19%	789.6K	18.45M	36.48K	+4.84%
Dec 31, 2025	ONE WEALTH ADVISORS, LLC	0.2%	797.27K	18.63M	-8.06K	-1.00%
Dec 31, 2025	ALLIANCE WEALTH MANAGEMENT GROUP	0.25%	1.02M	23.81M	-45.09K	-4.24%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	1.08M	25.19M	18.15K	+1.71%
Dec 31, 2025	ZYNERGYRETIREMENTPLANNINGLLC	0.31%	1.25M	29.25M	1.12K	+0.09%
Dec 31, 2025	DAYMARK WEALTH PARTNERS, LLC	0.35%	1.44M	33.7M	140.13K	+10.76%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.36%	1.48M	34.65M	311.49K	+26.59%
Dec 31, 2025	PHIL A. YOUNKER & ASSOCIATES, LTD.	0.36%	1.47M	34.31M	262.16K	+21.74%
Dec 31, 2025	FINANCIAL LIFE ADVISORS	0.36%	1.48M	34.54M	108.16K	+7.90%
Dec 31, 2025	RONALD BLUE TRUST, INC.	0.38%	1.55M	36.26M	71.67K	+4.84%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.4%	1.65M	38.62M	13.39K	+0.82%
Dec 31, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.15%	633.7K	14.81M	-55.57K	-8.06%
Dec 31, 2025	ASSET ALLOCATION STRATEGIES LLC	0.21%	882.94K	20.63M	43.13K	+5.14%
Dec 31, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.21%	866.56K	20.25M	91.47K	+11.80%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.54%	6.37M	148.82M	141.22K	+2.27%
Dec 31, 2025	NORTHROCK PARTNERS, LLC	0.29%	1.19M	27.71M	250.15K	+26.74%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.29%	1.18M	27.65M	44.72K	+3.93%
Dec 31, 2025	THEORY FINANCIAL LLC	0.27%	1.14M	26.73M	-70.91K	-5.86%
Dec 31, 2025	CEDAR MOUNTAIN ADVISORS, LLC	0.15%	627.59K	14.67M	-18.11K	-2.80%
Dec 31, 2025	CERITY PARTNERS LLC	0.15%	621.73K	14.53M	-6.9K	-1.10%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.23%	939.3K	21.95M	110.46K	+13.33%
Dec 31, 2025	LPL FINANCIAL LLC	0.2%	842.64K	19.69M	-20.41K	-2.37%
Dec 31, 2025	AUSTIN PRIVATE WEALTH, LLC	0.27%	1.12M	26.1M	-64.13K	-5.43%
Dec 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.23%	935.91K	21.87M	-68.17K	-6.79%
Dec 31, 2025	MCADAM, LLC	0.47%	1.92M	44.78M	136.54K	+7.67%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.29%	1.18M	27.56M	26.09K	+2.26%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.76%	3.12M	72.87M	-201.32K	-6.07%
Dec 31, 2025	COLUMBUS MACRO, LLC	0.15%	597.51K	13.96M	4.44K	+0.75%
Dec 31, 2025	DESTINATION WEALTH MANAGEMENT	0.47%	1.95M	45.47M	567.13K	+41.14%
Dec 31, 2025	KILTERHOWLING LLC	0.31%	1.26M	29.36M	32.83K	+2.68%
Dec 31, 2025	CREATIVE PLANNING	0.23%	953.06K	22.27M	523.3K	+121.77%
Dec 31, 2025	PLUM STREET ADVISORS, LLC	0.28%	1.13M	26.43M	138.85K	+14.00%
Dec 31, 2025	MOKOSAK ADVISORY GROUP, LLC	0.28%	1.15M	26.92M	35.78K	+3.21%
Dec 31, 2025	PIONEER WEALTH MANAGEMENT GROUP	0.45%	1.81M	42.4M	-581.42K	-24.27%
Dec 31, 2025	MARINER, LLC	0.52%	2.14M	49.93M	61.5K	+2.96%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.57%	2.32M	54.33M	-999.37K	-30.06%
Dec 31, 2025	BLUESKY WEALTH ADVISORS, LLC	0.59%	2.4M	56.1M	159.45K	+7.11%
Dec 31, 2025		0.9%	3.75M	160.42M	3.59M	+2,295.21%
Dec 31, 2025	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.72%	2.94M	68.91M	225.77K	+8.31%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.91%	3.75M	87.61M	524.25K	+16.26%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.97%	3.95M	92.47M	321.32K	+8.85%
Dec 31, 2025	CWM, LLC	0.98%	4.02M	94M	3.84M	+2,068.12%
Sep 30, 2025	JAMES J. BURNS & COMPANY, LLC	0.17%	662.12K	15.54M	12.3K	+1.89%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.84%	3.22M	75.68M	-201.49K	-5.88%
Sep 30, 2025	ZYNERGYRETIREMENTPLANNINGLLC	0.33%	1.25M	29.35M	28.47K	+2.33%
Sep 30, 2025	LPL FINANCIAL LLC	0.23%	863.05K	20.26M	180.09K	+26.37%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.31%	1.17M	27.44M	157.53K	+15.54%
Sep 30, 2025	MOKOSAK ADVISORY GROUP, LLC	0.29%	1.12M	26.2M	33.42K	+3.09%
Sep 30, 2025	ONE WEALTH ADVISORS, LLC	0.21%	805.32K	18.9M	61.53K	+8.27%
Sep 30, 2025	ASSET ALLOCATION STRATEGIES LLC	0.22%	839.8K	19.71M	80.21K	+10.56%
Sep 30, 2025	THEORY FINANCIAL LLC	0.32%	1.21M	28.63M	56.62K	+4.91%
Sep 30, 2025	JPMORGAN CHASE & CO	3.17%	12.14M	284.84M	-288.82K	-2.32%
Sep 30, 2025	TSA WEALTH MANAGMENT LLC	0.24%	923.49K	21.67M	-52.9K	-5.42%
Sep 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.2%	775.1K	18.19M	775.1K	+100.00%
Sep 30, 2025	REVOLVE WEALTH PARTNERS, LLC	0.2%	753.12K	17.68M	28.33K	+3.91%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	1.06M	24.82M	595.53K	+128.34%
Sep 30, 2025	VIDENT ADVISORY, LLC	0.33%	1.27M	29.92M	51.49K	+4.21%
Sep 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.18%	703.18K	16.5M	113.58K	+19.26%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.18%	702.61K	16.49M	-162.84K	-18.82%
Sep 30, 2025	ROCKBRIDGE INVESTMENT MANAGEMENT, LCC	2.08%	7.96M	186.79M	575.96K	+7.80%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.63%	6.23M	146.13M	-1.22M	-16.42%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.95%	3.63M	85.09M	50.88K	+1.42%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.87%	3.32M	78.02M	-678.19K	-16.95%
Sep 30, 2025	MARINER, LLC	0.54%	2.07M	48.7M	-30.28K	-1.44%
Sep 30, 2025	MCADAM, LLC	0.46%	1.78M	41.76M	72.45K	+4.24%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.43%	1.64M	38.47M	976.97K	+147.55%
Sep 30, 2025	HORST & GRABEN WEALTH MANAGEMENT LLC	0.37%	1.41M	33.16M	25.79K	+1.86%
Sep 30, 2025	DESTINATION WEALTH MANAGEMENT	0.36%	1.38M	32.36M	-87.33K	-5.96%
Sep 30, 2025	FINANCIAL LIFE ADVISORS	0.36%	1.37M	32.14M	75.39K	+5.82%
Sep 30, 2025	DAYMARK WEALTH PARTNERS, LLC	0.34%	1.3M	30.55M	126.13K	+10.73%
Sep 30, 2025	AUSTIN PRIVATE WEALTH, LLC	0.31%	1.18M	27.72M	-77.04K	-6.12%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.3%	1.15M	27.06M	1.15M	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.3%	1.14M	26.72M	-5.53K	-0.48%
Sep 30, 2025	ALLIANCE WEALTH MANAGEMENT GROUP	0.28%	1.06M	24.97M	36.01K	+3.50%
Sep 30, 2025	TOWERCREST CAPITAL MANAGEMENT	0.28%	1.06M	24.97M	36.01K	+3.50%
Sep 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.26%	1M	23.57M	13.44K	+1.36%
Sep 30, 2025	MORGAN STANLEY	0.26%	1M	23.48M	-12.98K	-1.28%
Sep 30, 2025	PLUM STREET ADVISORS, LLC	0.26%	992.1K	23.28M	63.22K	+6.81%
Sep 30, 2025	NORTHROCK PARTNERS, LLC	0.24%	935.64K	21.96M	935.2K	+209,215.88%
Sep 30, 2025	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.71%	2.72M	63.82M	108.9K	+4.17%
Sep 30, 2025	PIONEER WEALTH MANAGEMENT GROUP	0.63%	2.4M	56.23M	169.45K	+7.61%
Sep 30, 2025	BLUESKY WEALTH ADVISORS, LLC	0.59%	2.24M	52.6M	117.58K	+5.54%
Sep 30, 2025	KILTERHOWLING LLC	0.32%	1.22M	28.72M	32.8K	+2.75%
Sep 30, 2025	TRUNORTH CAPITAL MANAGEMENT, LLC	0.32%	1.22M	28.52M	44.67K	+3.82%
Sep 30, 2025	PHIL A. YOUNKER & ASSOCIATES, LTD.	0.31%	1.21M	28.3M	355.72K	+41.84%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.22%	828.83K	19.45M	-157.03K	-15.93%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.2%	775.1K	18.19M	775.1K	+100.00%
Sep 30, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.19%	746.52K	17.52M	79.98K	+12.00%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.87%	3.32M	77.9M	-330.07K	-9.04%
Sep 30, 2025	RONALD BLUE TRUST, INC.	0.39%	1.48M	34.73M	19.65K	+1.35%
Sep 30, 2025	REVISOR WEALTH MANAGEMENT LLC	0.18%	694.51K	16.27M	26.47K	+3.96%
Sep 30, 2025	UBS GROUP AG	0.18%	690.88K	16.22M	-660.97K	-48.89%
Sep 30, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.18%	689.27K	16.32M	8.11K	+1.19%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.18%	683.38K	16.16M	36.16K	+5.59%
Sep 30, 2025	CEDAR MOUNTAIN ADVISORS, LLC	0.17%	645.7K	15.15M	22.62K	+3.63%
Sep 30, 2025	CERITY PARTNERS LLC	0.16%	628.62K	14.75M	45.44K	+7.79%
Sep 30, 2025	COLUMBUS MACRO, LLC	0.15%	593.07K	13.92M	9.57K	+1.64%
Sep 30, 2025	CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.	0.13%	511.19K	12M	13.45K	+2.70%
Sep 30, 2025	CLEARVIEW WEALTH ADVISORS LLC	0.13%	497.59K	11.68M	18.29K	+3.82%
Sep 30, 2025	MYECFO, LLC	0.13%	495.52K	11.63M	12.48K	+2.58%
Sep 30, 2025	CYPRESS WEALTH SERVICES, LLC	0.13%	492.97K	11.57M	-25.28K	-4.88%
Sep 30, 2025	GROVE STREET FIDUCIARY, LLC	0.12%	468.14K	10.99M	-1.17K	-0.25%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.23%	870.59K	20.43M	-58.11K	-6.26%
Sep 30, 2025	AVANTAX PLANNING PARTNERS, INC.	1.88%	7.18M	168.59M	195.22K	+2.79%
Sep 30, 2025	CHARLES SCHWAB TRUST CO	1.55%	5.95M	139.57M	359.76K	+6.44%
Sep 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	1.42%	5.43M	127.39M	524.57K	+10.70%
Sep 30, 2025	TOTAL WEALTH PLANNING, LLC	1.08%	4.14M	97.12M	330.16K	+8.67%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1%	3.81M	89.49M	161.35K	+4.42%
Jun 30, 2025	ZYNERGYRETIREMENTPLANNINGLLC	0.33%	1.22M	28.4M	57.15K	+4.91%
Jun 30, 2025	MORGAN STANLEY	0.27%	1.01M	23.55B	-1.17M	-53.60%
Jun 30, 2025	BLUESKY WEALTH ADVISORS, LLC	0.57%	2.12M	49.35M	35.39K	+1.69%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.99%	7.45M	173.39M	98.66K	+1.34%
Jun 30, 2025	JPMORGAN CHASE & CO	3.32%	12.43M	288.76M	157.99K	+1.29%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.16%	596.7K	13.87M	-17.5K	-2.85%
Jun 30, 2025	CHARLES SCHWAB TRUST CO	1.49%	5.59M	129.84M	175.55K	+3.24%
Jun 30, 2025	REVOLVE WEALTH PARTNERS, LLC	0.19%	724.79K	16.84M	-18.14K	-2.44%
Jun 30, 2025	ASCENT GROUP, LLC	0.19%	708.48K	16.47M	-582.94K	-45.14%
Jun 30, 2025	LPL FINANCIAL LLC	0.18%	682.96K	15.87M	151.1K	+28.41%
Jun 30, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.18%	681.17K	15.83M	-27.08K	-3.82%
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	1.31%	4.9M	113.95M	-39.73K	-0.80%
Jun 30, 2025	VIDENT ADVISORY, LLC	0.33%	1.22M	28.43M	113.66K	+10.24%
Jun 30, 2025	KILTERHOWLING LLC	0.32%	1.19M	27.67M	25.27K	+2.17%
Jun 30, 2025	JAMES J. BURNS & COMPANY, LLC	0.17%	649.81K	15.1M	-9.78K	-1.48%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.18%	662.15K	15.39M	56.8K	+9.38%
Jun 30, 2025	ONE WEALTH ADVISORS, LLC	0.2%	743.8K	17.29M	-83.09K	-10.05%
Jun 30, 2025	ASSET ALLOCATION STRATEGIES LLC	0.2%	759.6K	17.65M	82.18K	+12.13%
Jun 30, 2025		0.23%	850.25K	19.76M	-108.31K	-11.30%
Jun 30, 2025	REVISOR WEALTH MANAGEMENT LLC	0.18%	668.04K	15.41M	124K	+22.79%
Jun 30, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.16%	602.23K	14M	602.23K	+100.00%
Jun 30, 2025	CEDAR MOUNTAIN ADVISORS, LLC	0.17%	623.08K	14.48M	10.46K	+1.71%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.23%	865.45K	20.11M	228.44K	+35.86%
Jun 30, 2025	TENRET CO LLC	0.23%	873.47K	20.3M	42.07K	+5.06%
Jun 30, 2025	CARDINAL POINT CAPITAL MANAGEMENT, ULC	0.17%	635.7K	635.7K	626.09K	+6,517.71%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.17%	640.18K	14.88M	-86.2K	-11.87%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.17%	647.23K	14.93M	5.53K	+0.86%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.25%	932.3K	21.67M	142.37K	+18.02%
Jun 30, 2025	TSA WEALTH MANAGMENT LLC	0.26%	976.4K	22.69M	-128.74K	-11.65%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.26%	985.86K	22.91M	-22.95K	-2.28%
Jun 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.26%	990.64K	23.02M	-28.53K	-2.80%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.27%	1.01M	23.47M	95.54K	+10.40%
Jun 30, 2025	TOWERCREST CAPITAL MANAGEMENT	0.27%	1.03M	23.89M	-61.51K	-5.65%
Jun 30, 2025	AUSTIN PRIVATE WEALTH, LLC	0.34%	1.26M	29.24M	-102.51K	-7.53%
Jun 30, 2025	FINANCIAL LIFE ADVISORS	0.35%	1.29M	30.08M	43.13K	+3.45%
Jun 30, 2025	UBS GROUP AG	0.36%	1.35M	31.42M	130.26K	+10.66%
Jun 30, 2025	HORST & GRABEN WEALTH MANAGEMENT LLC	0.37%	1.39M	32.24M	-101.27K	-6.80%
Jun 30, 2025	RONALD BLUE TRUST, INC.	0.39%	1.46M	33.94M	78.14K	+5.65%
Jun 30, 2025	DESTINATION WEALTH MANAGEMENT	0.39%	1.47M	34.07M	-225.33K	-13.32%
Jun 30, 2025	MCADAM, LLC	0.46%	1.71M	39.67M	-946.9K	-35.68%
Jun 30, 2025	MARINER, LLC	0.56%	2.11M	48.92M	-48.13K	-2.24%
Jun 30, 2025	AVANTAX PLANNING PARTNERS, INC.	1.87%	6.99M	162.4M	199.96K	+2.95%
Jun 30, 2025	ALLIANCE WEALTH MANAGEMENT GROUP	0.27%	1.03M	23.89M	-61.51K	-5.65%
Jun 30, 2025	MOKOSAK ADVISORY GROUP, LLC	0.29%	1.08M	25.17M	12.87K	+1.20%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.31%	1.14M	26.59M	-1.45K	-0.13%
Jun 30, 2025	THEORY FINANCIAL LLC	0.31%	1.15M	26.65M	-14.76K	-1.26%
Jun 30, 2025	TRUNORTH CAPITAL MANAGEMENT, LLC	0.31%	1.17M	27.2M	1.43K	+0.12%
Jun 30, 2025	DAYMARK WEALTH PARTNERS, LLC	0.31%	1.18M	27.32M	910.58K	+343.48%
Jun 30, 2025	ROCKBRIDGE INVESTMENT MANAGEMENT, LCC	1.97%	7.38M	171.58M	477.76K	+6.92%
Jun 30, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.18%	666.54K	15.49M	26.12K	+4.08%
Jun 30, 2025	PHIL A. YOUNKER & ASSOCIATES, LTD.	0.23%	850.25K	19.76M	-108.31K	-11.30%
Jun 30, 2025	PLUM STREET ADVISORS, LLC	0.25%	928.88K	21.59M	-20.19K	-2.13%
Jun 30, 2025	PIONEER WEALTH MANAGEMENT GROUP	0.59%	2.23M	51.74B	261.23K	+13.29%
Jun 30, 2025	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.7%	2.61M	60.63M	74.6K	+2.94%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.91%	3.43M	79.62B	219.95K	+6.86%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.96%	3.58M	82.5M	-111.82K	-3.03%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.97%	3.65M	84.81M	-282.31K	-7.18%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.97%	3.65M	84.86M	465K	+14.59%
Jun 30, 2025	TOTAL WEALTH PLANNING, LLC	1.02%	3.81M	88.5M	60.17K	+1.61%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.07%	4M	93.01M	94.2K	+2.41%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.86%	3.21M	74.25M	-823.5K	-20.44%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.96%	7.35M	170.28M	-1.28M	-14.83%
Mar 31, 2025	AUSTIN PRIVATE WEALTH, LLC	0.36%	1.36M	31.51M	166.83K	+13.98%
Mar 31, 2025	RONALD BLUE TRUST, INC.	0.37%	1.38M	32.01M	101.16K	+7.90%
Mar 31, 2025	HORST & GRABEN WEALTH MANAGEMENT LLC	0.4%	1.49M	34.47M	-40.38K	-2.64%
Mar 31, 2025	DESTINATION WEALTH MANAGEMENT	0.45%	1.69M	39.17M	-727.76K	-30.08%
Mar 31, 2025	MORGAN STANLEY	0.58%	2.18M	50.58M	972.93K	+80.36%
Mar 31, 2025	JANE STREET GROUP, LLC	0.61%	2.27M	52.67M	2.09M	+1,165.57%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.04%	3.91M	90.51M	-504.84K	-11.44%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	1.05%	3.93M	91.06M	-313.99K	-7.40%
Mar 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	1.32%	4.94M	114.47M	-127.42K	-2.51%
Mar 31, 2025		0.25%	949.07K	21.98M	3.01K	+0.32%
Mar 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.19%	726.39K	16.82M	-63.23K	-8.01%
Mar 31, 2025	ALLIANCE WEALTH MANAGEMENT GROUP	0.29%	1.09M	25.23M	21.54K	+2.02%
Mar 31, 2025	TSA WEALTH MANAGMENT LLC	0.29%	1.11M	25.59M	-54.34K	-4.69%
Mar 31, 2025	VIDENT ADVISORY, LLC	0.3%	1.11M	25.7M	657.36K	+145.34%
Mar 31, 2025	FLC CAPITAL ADVISORS	0.3%	1.13M	26.28M	56.09K	+5.20%
Mar 31, 2025	KILTERHOWLING LLC	0.31%	1.17M	26.68M	25.76K	+2.26%
Mar 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.3%	1.14M	26.33M	176.48K	+18.38%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.31%	1.15M	26.53M	-762.82K	-39.97%
Mar 31, 2025	CHARLES SCHWAB TRUST CO	1.44%	5.41M	125.33M	-487.28K	-8.26%
Mar 31, 2025	AVANTAX PLANNING PARTNERS, INC.	1.81%	6.79M	157.21M	276.66K	+4.25%
Mar 31, 2025	FINANCIAL LIFE ADVISORS	0.33%	1.25M	28.97M	27.51K	+2.25%
Mar 31, 2025	UBS GROUP AG	0.33%	1.22M	28.29M	878.81K	+256.38%
Mar 31, 2025	ROCKBRIDGE INVESTMENT MANAGEMENT, LCC	1.84%	6.91M	159.92M	634.92K	+10.13%
Mar 31, 2025	MCADAM, LLC	0.71%	2.65M	61.47M	-114.19K	-4.13%
Mar 31, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.19%	708.24K	16.4M	7.53K	+1.07%
Mar 31, 2025	HENGEHOLD CAPITAL MANAGEMENT LLC	0.63%	2.35M	54.46M	262.95K	+12.59%
Mar 31, 2025	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.68%	2.53M	58.73M	59.49K	+2.40%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.85%	3.19M	73.8M	95.06K	+3.07%
Mar 31, 2025	JPMORGAN CHASE & CO	3.27%	12.27M	284.11M	546.71K	+4.66%
Mar 31, 2025	ZYNERGYRETIREMENTPLANNINGLLC	0.31%	1.16M	26.44M	602.58K	+107.18%
Mar 31, 2025	THEORY FINANCIAL LLC	0.31%	1.17M	27.06M	-158.76K	-11.96%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.98%	3.69M	85.49M	254.57K	+7.41%
Mar 31, 2025	TOTAL WEALTH PLANNING, LLC	1%	3.75M	86.8M	178.62K	+5.00%
Mar 31, 2025	REVOLVE WEALTH PARTNERS, LLC	0.2%	742.93K	17.21M	7.67K	+1.04%
Mar 31, 2025	ONE WEALTH ADVISORS, LLC	0.22%	826.88K	19.15M	26.44K	+3.30%
Mar 31, 2025	TRUNORTH CAPITAL MANAGEMENT, LLC	0.31%	1.17M	27.08M	28.49K	+2.50%
Mar 31, 2025	ASCENT GROUP, LLC	0.34%	1.29M	29.91M	932.67K	+259.98%
Mar 31, 2025	BLUESKY WEALTH ADVISORS, LLC	0.56%	2.09M	48.36M	46.63K	+2.28%
Mar 31, 2025	MARINER, LLC	0.57%	2.15M	49.87M	73.66K	+3.54%
Mar 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.27%	1.02M	23.6M	-28.37K	-2.71%
Mar 31, 2025	MOKOSAK ADVISORY GROUP, LLC	0.29%	1.07M	24.78M	68.51K	+6.84%
Mar 31, 2025	TOWERCREST CAPITAL MANAGEMENT	0.29%	1.09M	25.23M	19.04K	+1.78%
Mar 31, 2025	TENRET CO LLC	0.22%	831.41K	19.26M	41.64K	+5.27%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.24%	918.32K	21.24M	133.37K	+16.99%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.21%	789.94K	18.29M	-114.81K	-12.69%
Mar 31, 2025	PIONEER WEALTH MANAGEMENT GROUP	0.52%	1.97M	45.51B	1.97M	+100.00%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.27%	1.01M	23.36M	-78.7K	-7.24%
Mar 31, 2024	ROCKBRIDGE INVESTMENT MANAGEMENT, LCC	1.49%	2.43M	111.95M	193.37K	+8.63%
Mar 31, 2024	MUTUAL ADVISORS, LLC	0.17%	272.58K	12.54M	50.85K	+22.93%
Mar 31, 2024	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.17%	275.55K	12.68M	-679.73K	-71.16%
Mar 31, 2024	REVOLVE WEALTH PARTNERS, LLC	0.17%	281.53K	12.95M	9.82K	+3.62%
Mar 31, 2024	PIONEER WEALTH MANAGEMENT GROUP	0.18%	288.02K	13.25M	-175.84K	-37.91%
Mar 31, 2024	SEQUOIA FINANCIAL ADVISORS, LLC	0.35%	573.49K	26.38M	5.54K	+0.98%
Mar 31, 2024	VANTAGE FINANCIAL PARTNERS, LLC	0.12%	207.57K	9.55M	2.33K	+1.13%
Mar 31, 2024	LPL FINANCIAL LLC	0.12%	210.46K	9.68M	-5.96K	-2.76%
Mar 31, 2024	PINNACLE WEALTH MANAGEMENT, LLC	0.13%	212.89K	9.79M	-10.34K	-4.63%
Mar 31, 2024	RONALD BLUE TRUST, INC.	0.13%	215.18K	9.9M	84.6K	+64.79%
Mar 31, 2024	LEAVELL INVESTMENT MANAGEMENT, INC.	0.13%	215.49K	9.91M	-1.1K	-0.51%
Mar 31, 2024	JMG FINANCIAL GROUP, LTD.	0.13%	216.56K	9.96M	-2.02K	-0.92%
Mar 31, 2024	CETERA ADVISORS LLC	0.13%	220.25K	10.13M	187.48K	+572.22%
Mar 31, 2024	MYECFO, LLC	0.13%	222.89K	10.25M	1.47K	+0.67%
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	0.13%	226.43K	10.42M	22.62K	+11.10%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.13%	228.07K	10.49M	33.05K	+16.95%
Mar 31, 2024	COLUMBUS MACRO, LLC	0.14%	230.25K	10.59M	-25.35K	-9.92%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	18.92%	32.16M	1.48B	5.34M	+19.91%
Mar 31, 2024	WATERFORD ADVISORS, LLC	0.14%	236.32K	10.87M	301	+0.13%
Mar 31, 2024	BOND & DEVICK FINANCIAL NETWORK, INC.	0.15%	240.62K	11.07M	6.2K	+2.64%
Mar 31, 2024	FFG RETIREMENT ADVISORS LLC	0.15%	244.13K	11.23M	244.13K	+100.00%
Mar 31, 2024	MEMBERS ADVISORY GROUP LLC	0.16%	256.96K	11.82M	-15.36K	-5.64%
Mar 31, 2024	MOKOSAK ADVISORY GROUP, LLC	0.29%	466.63K	21.47M	40.24K	+9.44%
Mar 31, 2024	MORGAN STANLEY	0.3%	515.76K	23.72M	-83.48K	-13.93%
Mar 31, 2024	FINANCIAL LIFE ADVISORS	0.31%	502.65K	23.12M	25.43K	+5.33%
Mar 31, 2024	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.31%	505.35K	23.25M	-6.51K	-1.27%
Mar 31, 2024	ALLIANCE WEALTH MANAGEMENT GROUP	0.32%	517.76K	23.82M	8.2K	+1.61%
Mar 31, 2024	PENINSULA WEALTH, LLC	0.32%	517.76K	23.82M	517.76K	+100.00%
Mar 31, 2024	TOWERCREST CAPITAL MANAGEMENT	0.33%	533.01K	24.52M	8.93K	+1.70%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.34%	554.04K	26.08M	-25.94K	-4.47%
Mar 31, 2024	LARSON FINANCIAL GROUP LLC	0.19%	306.29K	14.09M	-13.33K	-4.17%
Mar 31, 2024	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.19%	308.51K	14.19M	8.79K	+2.93%
Mar 31, 2024	FAS WEALTH PARTNERS, INC.	0.2%	320.09K	14.72M	1.4K	+0.44%
Mar 31, 2024	ONE WEALTH ADVISORS, LLC	0.2%	334.8K	15.4M	32.24K	+10.66%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.21%	339.49K	15.62M	48.48K	+16.66%
Mar 31, 2024	TENRET CO LLC	0.21%	343.17K	15.79M	28.49K	+9.05%
Mar 31, 2024	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.24%	391.26K	18M	-19.12K	-4.66%
Mar 31, 2024	TSA WEALTH MANAGMENT LLC	0.27%	442.52K	20.36M	40.32K	+10.02%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.29%	491.4K	22.6M	-162.08K	-24.80%
Mar 31, 2024	AUSTIN PRIVATE WEALTH, LLC	0.29%	481.56K	21.92M	53.89K	+12.60%
Mar 31, 2024	THEORY FINANCIAL LLC	0.35%	578.14K	26.59M	-4.35K	-0.75%
Mar 31, 2024	TRUNORTH CAPITAL MANAGEMENT, LLC	0.35%	580.88K	26.72M	580.88K	+100.00%
Mar 31, 2024	KILTERHOWLING LLC	0.4%	650.71K	29.93M	16.72K	+2.64%
Mar 31, 2024	MARINER, LLC	0.4%	658.29K	30.28M	259.09K	+64.90%
Mar 31, 2024	HORST & GRABEN WEALTH MANAGEMENT LLC	0.43%	698.3K	32.12M	8.41K	+1.22%
Mar 31, 2024	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.5%	819.94K	37.72M	87.24K	+11.91%
Mar 31, 2024	HENGEHOLD CAPITAL MANAGEMENT LLC	0.59%	971.97K	44.71M	22.36K	+2.35%
Mar 31, 2024	TOTAL WEALTH PLANNING, LLC	0.7%	1.15M	52.69M	167K	+17.07%
Mar 31, 2024	DESTINATION WEALTH MANAGEMENT	0.73%	1.19M	54.97M	-1.34M	-52.78%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.83%	1.42M	65.1M	43.38K	+3.16%
Mar 31, 2024	CHARLES SCHWAB TRUST CO	0.86%	1.41M	64.83M	240.94K	+20.62%
Mar 31, 2024	MCADAM, LLC	0.99%	1.63M	74.85M	97.48K	+6.37%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.02%	1.74M	79.83M	-772.05K	-30.79%
Mar 31, 2024	AVANTAX PLANNING PARTNERS, INC.	2.2%	3.59M	165.36M	599.73K	+20.02%
Mar 31, 2024	JPMORGAN CHASE & CO	2.63%	4.48M	205.88M	570.06K	+14.60%
Mar 31, 2024		0.35%	580.88K	26.72M	580.88K	+100.00%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	1.02%	1.68M	77.12M	-174.54K	-9.43%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.13%	1.86M	85.36M	-262.03K	-12.37%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.31%	2.22M	102.19M	-129.94K	-5.53%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.51%	2.56M	117.74M	-103.83K	-3.90%
Mar 31, 2024	FINANCIAL ENGINES ADVISORS L.L.C.	1.52%	2.49M	114.41M	-21.73K	-0.87%
Mar 31, 2024	CAPITAL MANAGEMENT ASSOCIATES, INC	2.11%	3.45M	68.7K	3.45M	+1,466,423.40%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.35%	579.98K	27.04M	40.15K	+7.44%
Dec 31, 2023	SEQUOIA FINANCIAL ADVISORS, LLC	0.35%	567.95K	26.48M	-22.2K	-3.76%
Dec 31, 2023	TOWERCREST CAPITAL MANAGEMENT	0.32%	524.09K	24.43M	-10.74K	-2.01%
Dec 31, 2023	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.31%	511.87K	23.86M	24.91K	+5.11%
Dec 31, 2023	ALLIANCE WEALTH MANAGEMENT GROUP	0.31%	509.55K	23.76M	509.55K	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.4%	653.48K	30.47M	24.36K	+3.87%
Dec 31, 2023	MEMBERS ADVISORY GROUP LLC	0.17%	272.31K	12.7M	-4.5K	-1.62%
Dec 31, 2023	MORGAN STANLEY	0.37%	599.24K	27.94M	473.38K	+376.13%
Dec 31, 2023	FINANCIAL LIFE ADVISORS	0.29%	477.22K	22.25M	-49.59K	-9.41%
Dec 31, 2023	PIONEER WEALTH MANAGEMENT GROUP	0.28%	463.86K	21.63M	114.92K	+32.93%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.26%	431.46K	20.11M	66.27K	+18.15%
Dec 31, 2023	AUSTIN PRIVATE WEALTH, LLC	0.26%	427.67K	19.94M	-47.17K	-9.93%
Dec 31, 2023	MOKOSAK ADVISORY GROUP, LLC	0.26%	426.4K	19.88M	14.86K	+3.61%
Dec 31, 2023	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.25%	410.38K	19.13M	-85.41K	-17.23%
Dec 31, 2023		0.25%	402.2K	18.75M	402.2K	+100.00%
Dec 31, 2023	MARINER, LLC	0.24%	399.19K	18.61M	41.51K	+11.60%
Dec 31, 2023	LARSON FINANCIAL GROUP LLC	0.19%	319.62K	14.9M	-23.05K	-6.73%
Dec 31, 2023	THEORY FINANCIAL LLC	0.35%	582.48K	27.16M	-2.43K	-0.42%
Dec 31, 2023	FAS WEALTH PARTNERS, INC.	0.19%	318.68K	14.86M	7.81K	+2.51%
Dec 31, 2023	TENRET CO LLC	0.19%	314.68K	14.67M	314.68K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.19%	314.52K	14.66M	64.16K	+25.63%
Dec 31, 2023	ONE WEALTH ADVISORS, LLC	0.18%	302.56K	14.11M	-48.51K	-13.82%
Dec 31, 2023	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.18%	299.72K	13.97M	252.99K	+541.38%
Dec 31, 2023	MORGANROSEL WEALTH MANAGEMENT, LLC	0.18%	295K	13.75M	-58.14K	-16.46%
Dec 31, 2023	FORT PITT CAPITAL GROUP, LLC	0.18%	293.03K	13.66M	288.42K	+6,253.69%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.18%	291.01K	13.57M	268.75K	+1,207.66%
Dec 31, 2023	JAMES J. BURNS & COMPANY, LLC	0.17%	283.34K	13.21M	74.5K	+35.68%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	16.35%	26.82M	1.25B	2.21M	+8.96%
Dec 31, 2023	CERITY PARTNERS LLC	2.62%	4.3M	3.2M	4.21M	+4,670.79%
Dec 31, 2023	JPMORGAN CHASE & CO	2.38%	3.91M	182.08M	1.49M	+61.42%
Dec 31, 2023	AVANTAX PLANNING PARTNERS, INC.	1.83%	3M	139.63M	-293.59K	-8.93%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.62%	2.67M	124.44M	-590.27K	-18.13%
Dec 31, 2023	DESTINATION WEALTH MANAGEMENT	1.54%	2.53M	117.97M	1.64M	+185.37%
Dec 31, 2023	FINANCIAL ENGINES ADVISORS L.L.C.	1.53%	2.51M	116.96M	-77.53K	-3.00%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	1.53%	2.51M	116.9M	640.15K	+34.28%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.43%	2.35M	109.63M	395.11K	+20.20%
Dec 31, 2023	ROCKBRIDGE INVESTMENT MANAGEMENT, LCC	1.37%	2.24M	104.45M	2.24M	+100.00%
Dec 31, 2023	RATIONAL ADVISORS LLC	1.31%	2.16M	100.49M	-156.66K	-6.78%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.29%	2.12M	98.73M	-250.2K	-10.57%
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	1.13%	1.85M	86.29M	69.03K	+3.87%
Dec 31, 2023	MCADAM, LLC	0.93%	1.53M	71.32M	-2.22K	-0.14%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.84%	1.37M	63.92M	9.67K	+0.71%
Dec 31, 2023	CHARLES SCHWAB TRUST CO	0.71%	1.17M	54.47M	69.62K	+6.34%
Dec 31, 2023	TOTAL WEALTH PLANNING, LLC	0.6%	978.36K	45.61M	146.24K	+17.57%
Dec 31, 2023	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.58%	955.28K	44.54M	25.07K	+2.69%
Dec 31, 2023	HENGEHOLD CAPITAL MANAGEMENT LLC	0.58%	949.6K	44.27M	-27.68K	-2.83%
Dec 31, 2023	BLUESKY WEALTH ADVISORS, LLC	0.53%	867.6K	40.45M	-127.82K	-12.84%
Dec 31, 2023	TORONTO DOMINION BANK	0.47%	778.5K	36.29M	-50K	-6.04%
Dec 31, 2023	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.45%	732.7K	34.16M	28.42K	+4.03%
Dec 31, 2023	KILTERHOWLING LLC	0.39%	633.98K	29.32M	393.65K	+163.79%
Dec 31, 2023	HORST & GRABEN WEALTH MANAGEMENT LLC	0.42%	689.89K	32.16M	-26.09K	-3.64%

Frequently Asked Questions