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

Who are the major shareholders selling State Street SPDR S&P 600 Small Cap Value ETF stock?

EVENSKY & KATZ LLC, in the last quarter, reduced its stake in SLYV by -4.63% restricting it's holding to 254.35 thousand shares of worth nearly $27.75M. WAVERLY ADVISORS, LLC also lessened -2.03% of the SLYV shares from its portfolio, reducing its holding to 230.72 thousand shares of worth $25.17M. ADVISOR GROUP HOLDINGS, INC. also shunned SLYV shares holding by -3.71% last quarter which brought its holding to 219.29 thousand shares worth $23.93M.

Investors who are buying SLYV stock?

As per its latest 13F filing, CANANDAIGUA NATIONAL BANK & TRUST CO increased its stake in SLYV by 100% in the last quarter. The institutional holder raised its holding to 219.32 thousand shares having worth more than $23.93M. ONE DAY IN JULY LLC also added 8.23% more shares of SLYV to its portfolio, raising its holding to 217.83 thousand shares of worth $23.77M. TRIANGLE SECURITIES WEALTH MANAGEMENT also increased its SLYV shares holding by 0.03% which brought its holding to 124.32 thousand shares worth $13.56M.

SLYV's major insiders: who are they?

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

Did an insider recently sell SLYV stock?

Company executives, directors, and other insiders own N/A percent of State Street SPDR S&P 600 Small Cap Value ETF's stock. Within the last six months, there have been 0 transaction(s) in which SLYV insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SLYV stock?

There have been 0 transaction(s) during the past 6-months in which State Street SPDR S&P 600 Small Cap Value ETF insiders have bought stock, totalling 0 shares

How much of SLYV does insiders own?

Around 0 State Street SPDR S&P 600 Small Cap Value ETF shares are held by insiders, which represents about N/A of SLYV stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SLYV?

MORNINGSTAR INVESTMENT MANAGEMENT LLC is the largest institutional owner in SLYV which holds 255.8 thousand shares worth $24.19M or 0.57% of the total SLYV shares outstanding followed by EVENSKY & KATZ LLC with ownership of 254.35 thousand shares representing 0.57% of the SLYV ownership. WAVERLY ADVISORS, LLC is the third largest stakeholder with 230.72 thousand shares or 0.52% of the ownership worth more than $25.17M.

Is State Street SPDR S&P 600 Small Cap Value 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 SLYV is concerned, it is a stock which is optionable.

Is there a short position on SLYV's shares?

Number of SLYV 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 SLYV shares are there?

As of today, null shares of SLYV are outstanding.

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

SLYV 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 SLYV is null.

State Street SPDR S&P 600 Small Cap Value ETF (SLYV) 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. MORNINGSTAR INVESTMENT MANAGEMENT LLC is the top corporate investor, holding 255.8K shares valued at $24.19M. A 0.57% stake in State Street SPDR S&P 600 Small Cap Value ETF is owned by the company. EVENSKY & KATZ LLC owns 254.35K shares valued at $27.75M, which translates its holding of 0.57% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MORNINGSTAR INVESTMENT MANAGEMENT LLC	0.57%	255.8K	24.19M	0	0
Jun 30, 2026	EVENSKY & KATZ LLC	0.57%	254.35K	27.75M	-12.36K	-4.63%
Jun 30, 2026	WAVERLY ADVISORS, LLC	0.52%	230.72K	25.17M	-4.79K	-2.03%
Jun 30, 2026	CANANDAIGUA NATIONAL BANK & TRUST CO	0.49%	219.32K	23.93M	219.32K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.49%	219.29K	23.93M	-8.46K	-3.71%
Jun 30, 2026	ONE DAY IN JULY LLC	0.49%	217.83K	23.77M	16.57K	+8.23%
Jun 30, 2026	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.29%	124.32K	13.56M	34	+0.03%
Jun 30, 2026	BRANDYWINE OAK PRIVATE WEALTH LLC	0.62%	278.22K	30.36M	-6.6K	-2.32%
Jun 30, 2026	MORGAN STANLEY	1.25%	556.31K	60.7M	-131	-0.02%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	178.62K	19.49M	-13.37K	-6.96%
Jun 30, 2026	CONVERGENCE FINANCIAL, LLC	0.86%	381.64K	41.64M	180.52K	+89.75%
Jun 30, 2026	GOELZER INVESTMENT MANAGEMENT, INC.	0.84%	374.63K	40.88M	-416.5K	-52.65%
Jun 30, 2026	CREATIVE PLANNING	0.73%	324.36K	35.39M	-30.41K	-8.57%
Jun 30, 2026	RODGERS & ASSOCIATES, LTD	0.72%	322.64K	35.2M	-1.26K	-0.39%
Jun 30, 2026	BIP WEALTH, LLC	0.28%	121.97K	13.31M	6.92K	+6.01%
Jun 30, 2026	SENTINUS, LLC	0.28%	119.18K	13M	-9.62K	-7.47%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	115.87K	12.64M	-7.06K	-5.74%
Jun 30, 2026	ASSET DEDICATION, LLC	0.25%	106.35K	11.6M	-4.85K	-4.36%
Jun 30, 2026	LPWM LLC	0.23%	101.31K	11.05M	489	+0.49%
Jun 30, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.23%	99.91K	10.9M	3.39K	+3.51%
Jun 30, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.23%	99.13K	10.8M	29.9K	+43.20%
Jun 30, 2026	N.E.W. ADVISORY SERVICES LLC	0.23%	99.1K	10.81M	-5.1K	-4.90%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.22%	94.17K	10.27M	2.96K	+3.24%
Jun 30, 2026		0.46%	200.37K	21.86M	-18.24K	-8.34%
Jun 30, 2026	FAS WEALTH PARTNERS, INC.	0.41%	184.1K	20.09M	7.09K	+4.01%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.41%	183.33K	20M	-78.34K	-29.94%
Jun 30, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	0.31%	138.74K	15.14M	-8.57K	-5.82%
Jun 30, 2026	KEY FINANCIAL INC	0.41%	180.72K	19.72M	-2.32K	-1.26%
Jun 30, 2026	OPENARC CORPORATE ADVISORY, LLC	0.45%	200.37K	21.86M	-18.24K	-8.34%
Jun 30, 2026	LPL FINANCIAL LLC	16.09%	7.17M	781.93M	2M	+38.59%
Jun 30, 2026	CANNON FINANCIAL STRATEGISTS, INC.	2.25%	1M	109.23M	-6.92K	-0.69%
Jun 30, 2026	NORTHROCK PARTNERS, LLC	1.87%	834.09K	91.01M	36.18K	+4.53%
Jun 30, 2026	PACIFIC LIFE FUND ADVISORS LLC	1.27%	565.68K	61.72M	565.68K	+100.00%
Jun 30, 2026	AVANTAX PLANNING PARTNERS, INC.	0.4%	176.69K	19.28M	-7.07K	-3.85%
Jun 30, 2026	AMERICAN FINANCIAL ADVISORS, LLC	0.36%	161.4K	17.61M	-88.31K	-35.37%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.35%	154.96K	16.9M	-75.9K	-32.88%
Jun 30, 2026	SAGE FINANCIAL GROUP INC	0.34%	152.82K	16.67M	-6.25K	-3.93%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.32%	142.46K	15.54M	25.9K	+22.22%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.72%	318.55K	34.76M	18.4K	+6.13%
Jun 30, 2026	WRENNE FINANCIAL PLANNING LLC	0.48%	211.99K	23.13M	9.02K	+4.44%
Jun 30, 2026	FIRST NATIONAL TRUST CO	0.47%	210.62K	22.98M	1.44K	+0.69%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.45%	199.84K	21.8M	-13.13K	-6.17%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.44%	197.63K	21.06M	-14.16K	-6.68%
Jun 30, 2026	FINANCIAL STRATEGIES GROUP, INC.	0.42%	188.3K	20.63M	3.55K	+1.92%
Jun 30, 2026	GHP INVESTMENT ADVISORS, INC.	0.41%	184.72K	20.15M	2.93K	+1.61%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.34%	150.5K	16.43M	17.6K	+13.24%
Jun 30, 2026	OPTIMIST RETIREMENT GROUP LLC	0.31%	136.91K	14.94M	-194	-0.14%
Jun 30, 2026	LUTZ FINANCIAL SERVICES LLC	0.31%	136.27K	14.87M	-2.18K	-1.57%
Jun 30, 2026	UBS GROUP AG	0.3%	135.16K	14.75M	-15.9K	-10.52%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.29%	130.44K	14.23M	5.34K	+4.27%
Jun 30, 2026	CARSONALLARIA WEALTH MANAGEMENT, LTD.	0.29%	129.56K	14.14M	5.13K	+4.12%
Jun 30, 2026	STEVENS CAPITAL PARTNERS	0.29%	128.08K	13.97M	26.93K	+26.62%
Jun 30, 2026	FRAGASSO GROUP INC.	0.69%	305.29K	33.31M	-4.79K	-1.55%
Jun 30, 2026	DEAN, JACOBSON FINANCIAL SERVICES, LLC	0.65%	288.43K	31.47M	-2.28K	-0.78%
Jun 30, 2026	KLINGMAN & ASSOCIATES, LLC	0.63%	279.91K	30.54M	-1.13K	-0.40%
Jun 30, 2026	COLONY GROUP, LLC	0.63%	279.9K	30.54M	22.28K	+8.65%
Jun 30, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	2.33%	1.04M	113.36M	-44.48K	-4.11%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.15%	960.07K	104.75M	-84.12K	-8.06%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.22%	545.07K	59.6M	-51.12K	-8.57%
Jun 30, 2026	WCG WEALTH ADVISORS LLC	0.83%	367.9K	40.14M	-12.74K	-3.35%
Jun 30, 2026	CERITY PARTNERS LLC	0.63%	280.73K	30.63M	-5.32K	-1.86%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.67%	300.15K	27.31M	-17.06K	-5.38%
Mar 31, 2026	WCG WEALTH ADVISORS LLC	0.85%	380.65K	36M	10.45K	+2.82%
Mar 31, 2026	KLINGMAN & ASSOCIATES, LLC	0.63%	281.04K	26.58M	-757	-0.27%
Mar 31, 2026	MORNINGSTAR INVESTMENT MANAGEMENT LLC	0.57%	255.8K	24.19M	-130.62K	-33.80%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.51%	227.75K	21.54M	19.7K	+9.47%
Mar 31, 2026	GHP INVESTMENT ADVISORS, INC.	0.41%	181.79K	17.19M	1.71K	+0.95%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.36%	159.12K	15.05M	99.86K	+168.49%
Mar 31, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	0.33%	147.32K	13.93M	147.32K	+100.00%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.28%	125.1K	11.83M	5.59K	+4.68%
Mar 31, 2026	CREATIVE PLANNING	0.79%	354.76K	33.55M	-103.42K	-22.57%
Mar 31, 2026	ROCKBRIDGE INVESTMENT MANAGEMENT, LCC	0.23%	94.38K	8.93M	-2.31K	-2.39%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.23%	96.52K	9.13M	-1.95K	-1.98%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.24%	97.34K	9.21M	92.81K	+2,047.43%
Mar 31, 2026	MARINER, LLC	0.24%	98.39K	9.31M	1.66K	+1.72%
Mar 31, 2026	CWM, LLC	0.24%	99.81K	9.44M	-12.28K	-10.95%
Mar 31, 2026	LPWM LLC	0.24%	100.82K	9.54M	-120	-0.12%
Mar 31, 2026	STEVENS CAPITAL PARTNERS	0.24%	101.15K	9.57M	18.45K	+22.30%
Mar 31, 2026	N.E.W. ADVISORY SERVICES LLC	0.25%	104.2K	9.86M	-2.38K	-2.24%
Mar 31, 2026	BIP WEALTH, LLC	0.28%	115.05K	10.88M	-11.29K	-8.94%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.28%	116.56K	11.02M	1.85K	+1.61%
Mar 31, 2026	FAS WEALTH PARTNERS, INC.	0.4%	177.01K	16.74M	2.37K	+1.35%
Mar 31, 2026	NORTHROCK PARTNERS, LLC	1.78%	797.91K	75.47M	16.24K	+2.08%
Mar 31, 2026	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.3%	124.28K	11.75M	-534	-0.43%
Mar 31, 2026	GOELZER INVESTMENT MANAGEMENT, INC.	1.77%	791.13K	74.83M	-88.01K	-10.01%
Mar 31, 2026	ONE DAY IN JULY LLC	0.45%	201.26K	19.04M	16.34K	+8.84%
Mar 31, 2026	WRENNE FINANCIAL PLANNING LLC	0.45%	202.96K	19.2M	6.62K	+3.37%
Mar 31, 2026	FIRST NATIONAL TRUST CO	0.47%	209.17K	19.78M	1.43K	+0.69%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.47%	211.78K	20.11M	-190.07K	-47.30%
Mar 31, 2026	CANANDAIGUA NATIONAL CORP	0.48%	215.56K	20.39M	215.56K	+100.00%
Mar 31, 2026	AMERICAN FINANCIAL ADVISORS, LLC	0.56%	249.71K	23.62M	-5.93K	-2.32%
Mar 31, 2026	CERITY PARTNERS LLC	0.64%	286.05K	27.05M	-3.62K	-1.25%
Mar 31, 2026	MORGAN STANLEY	1.24%	556.44K	52.63M	57.91K	+11.62%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.44%	596.19K	56.49M	-117.39K	-16.45%
Mar 31, 2026	CANNON FINANCIAL STRATEGISTS, INC.	2.25%	1.01M	95.34M	6.11K	+0.61%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.33%	1.04M	98.76M	-325.42K	-23.76%
Mar 31, 2026	OPTIMIST RETIREMENT GROUP LLC	0.31%	137.1K	12.97M	-4.36K	-3.08%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.48%	212.97K	20.14M	-329.56K	-60.74%
Mar 31, 2026		0.49%	218.6K	20.68M	-38.73K	-15.05%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.52%	230.86K	21.83M	14.53K	+6.72%
Mar 31, 2026	EVENSKY & KATZ LLC	0.6%	266.71K	25.23M	-11.78K	-4.23%
Mar 31, 2026	FRAGASSO GROUP INC.	0.69%	310.08K	29.6M	-7.64K	-2.40%
Mar 31, 2026	RODGERS & ASSOCIATES, LTD	0.72%	323.9K	30.63M	-9.94K	-2.98%
Mar 31, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	2.42%	1.08M	102.47M	-77.06K	-6.64%
Mar 31, 2026	LPL FINANCIAL LLC	11.56%	5.17M	489.09M	-482.41K	-8.53%
Mar 31, 2026	CARSONALLARIA WEALTH MANAGEMENT, LTD.	0.28%	124.44K	11.77M	2.12K	+1.73%
Mar 31, 2026	BALANCED WEALTH GROUP LLC	0.28%	127.05K	12.02M	-3.24K	-2.48%
Mar 31, 2026	SENTINUS, LLC	0.29%	128.81K	12.18M	1.9K	+1.49%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.3%	132.9K	12.37M	22.76K	+20.66%
Mar 31, 2026	SAGE FINANCIAL GROUP INC	0.36%	159.06K	15.04M	-1.03K	-0.64%
Mar 31, 2026	AVANTAX PLANNING PARTNERS, INC.	0.41%	183.76K	17.38M	-4.67K	-2.48%
Mar 31, 2026	FINANCIAL STRATEGIES GROUP, INC.	0.41%	184.75K	19.04M	9.8K	+5.60%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.43%	191.99K	18.16M	5.3K	+2.84%
Mar 31, 2026	CONVERGENCE FINANCIAL, LLC	0.45%	201.13K	19.12M	-10.02K	-4.74%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	122.93K	11.63M	477	+0.39%
Mar 31, 2026	BRANDYWINE OAK PRIVATE WEALTH LLC	0.64%	284.82K	26.94M	-3.04K	-1.06%
Mar 31, 2026	LUTZ FINANCIAL SERVICES LLC	0.31%	138.45K	13.09M	-4.98K	-3.47%
Mar 31, 2026	UBS GROUP AG	0.34%	151.06K	14.29M	232	+0.15%
Mar 31, 2026	KEY FINANCIAL INC	0.41%	183.04K	17.31M	1.37K	+0.75%
Mar 31, 2026	WAVERLY ADVISORS, LLC	0.53%	235.51K	22.27M	190.08K	+418.41%
Mar 31, 2026	COLONY GROUP, LLC	0.58%	257.62K	24.37M	-11.13K	-4.14%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.59%	261.68K	24.75M	8.49K	+3.35%
Mar 31, 2026	DEAN, JACOBSON FINANCIAL SERVICES, LLC	0.65%	290.71K	27.49M	5.63K	+1.98%
Dec 31, 2025	LUTZ FINANCIAL SERVICES LLC	0.34%	143.43K	13.05M	-948	-0.66%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.37%	160.48K	14.6M	-13.28K	-7.64%
Dec 31, 2025	SAGE FINANCIAL GROUP INC	0.38%	160.09K	14.56M	1.57K	+0.99%
Dec 31, 2025	BALANCED WEALTH GROUP LLC	0.31%	130.28K	11.62M	3.69K	+2.92%
Dec 31, 2025	ROCKBRIDGE INVESTMENT MANAGEMENT, LCC	0.23%	96.69K	8.8M	-3.93K	-3.91%
Dec 31, 2025	LPWM LLC	0.24%	100.94K	9.18M	2.74K	+2.79%
Dec 31, 2025	SENTINUS, LLC	0.3%	126.91K	11.55M	126.91K	+100.00%
Dec 31, 2025	BIP WEALTH, LLC	0.3%	126.34K	11.49M	-5.27K	-4.00%
Dec 31, 2025	FINANCIAL STRATEGIES GROUP, INC.	0.42%	174.95K	16.56M	3.4K	+1.98%
Dec 31, 2025	KEY FINANCIAL INC	0.42%	181.67K	16.53M	-6.27K	-3.34%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.43%	186.69K	16.98M	-10.13K	-5.15%
Dec 31, 2025	GHP INVESTMENT ADVISORS, INC.	0.43%	180.08K	16.38M	1.27K	+0.71%
Dec 31, 2025	ONE DAY IN JULY LLC	0.44%	184.92K	16.82M	17.99K	+10.78%
Dec 31, 2025	AVANTAX PLANNING PARTNERS, INC.	0.45%	188.43K	17.14M	-8.25K	-4.19%
Dec 31, 2025	WRENNE FINANCIAL PLANNING LLC	0.45%	196.35K	17.86M	8.86K	+4.72%
Dec 31, 2025	FIRST NATIONAL TRUST CO	0.48%	207.75K	18.9M	2.37K	+1.15%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.48%	208.05K	18.93M	-162.17K	-43.80%
Dec 31, 2025	CONVERGENCE FINANCIAL, LLC	0.49%	211.14K	19.21M	-518	-0.24%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.5%	216.33K	19.68M	-5.19K	-2.34%
Dec 31, 2025	CANANDAIGUA NATIONAL BANK & TRUST CO	0.5%	209.25K	19.04M	3.05K	+1.48%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.58%	253.18K	23.03M	131	+0.05%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.14%	1.37M	124.59M	-903.41K	-39.74%
Dec 31, 2025	NORTHROCK PARTNERS, LLC	1.79%	781.67K	71.11M	-6.53K	-0.83%
Dec 31, 2025		0.59%	257.33K	23.41M	257.33K	+100.00%
Dec 31, 2025	FAS WEALTH PARTNERS, INC.	0.4%	174.64K	15.89M	5.5K	+3.25%
Dec 31, 2025	UBS GROUP AG	0.35%	150.82K	13.72M	-21.73K	-12.59%
Dec 31, 2025	CARSONALLARIA WEALTH MANAGEMENT, LTD.	0.29%	122.32K	11.13M	5.22K	+4.46%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.26%	110.15K	10.02M	23.28K	+26.80%
Dec 31, 2025	N.E.W. ADVISORY SERVICES LLC	0.26%	106.59K	9.7M	51.51K	+93.52%
Dec 31, 2025	CWM, LLC	0.26%	112.09K	10.2M	-16.21K	-12.63%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.27%	119.51K	10.87M	4.68K	+4.08%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.28%	114.71K	10.44M	5.27K	+4.81%
Dec 31, 2025	PURE PORTFOLIOS HOLDINGS LLC	0.45%	189.41K	17.23M	5.4K	+2.93%
Dec 31, 2025	ASSET DEDICATION, LLC	0.27%	111.61K	10.15M	-4.98K	-4.27%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.65%	713.58K	64.93M	20.42K	+2.95%
Dec 31, 2025	CREATIVE PLANNING	1.06%	458.18K	41.68M	-18.44K	-3.87%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.73%	317.21K	28.86M	-7.32K	-2.26%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	122.45K	11.14M	2.11K	+1.75%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.23%	98.48K	8.96M	65.01K	+194.28%
Dec 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.22%	93.38K	8.5M	-559	-0.59%
Dec 31, 2025	MARINER, LLC	0.22%	96.72K	8.8M	-1.41K	-1.44%
Dec 31, 2025	COLONY GROUP, LLC	0.62%	268.75K	24.45M	-4.93K	-1.80%
Dec 31, 2025	NWAM LLC	0.22%	90.8K	8.38M	-799	-0.87%
Dec 31, 2025	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.3%	124.82K	11.35M	1.43K	+1.16%
Dec 31, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.61%	255.64K	23.26M	-11.36K	-4.26%
Dec 31, 2025	EVENSKY & KATZ LLC	0.64%	278.48K	25.33M	-651	-0.23%
Dec 31, 2025	CERITY PARTNERS LLC	0.67%	289.67K	26.35M	-6.8K	-2.29%
Dec 31, 2025	KLINGMAN & ASSOCIATES, LLC	0.68%	281.8K	25.64M	-579	-0.20%
Dec 31, 2025	DEAN, JACOBSON FINANCIAL SERVICES, LLC	0.68%	285.07K	25.93M	8.3K	+3.00%
Dec 31, 2025	BRANDYWINE OAK PRIVATE WEALTH LLC	0.69%	287.86K	26.19M	1.29K	+0.45%
Dec 31, 2025	FRAGASSO GROUP INC.	0.76%	317.72K	28.9M	4.4K	+1.40%
Dec 31, 2025	RODGERS & ASSOCIATES, LTD	0.8%	333.84K	30.37M	-105	-0.03%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	0.86%	370.2K	33.68M	238.25K	+180.57%
Dec 31, 2025	MORNINGSTAR INVESTMENT MANAGEMENT LLC	0.9%	386.42K	35.15M	-14.2K	-3.55%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.96%	401.85K	38.03M	-22.22K	-5.24%
Dec 31, 2025	MORGAN STANLEY	1.14%	498.53K	45.35M	44.97K	+9.92%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.24%	542.53K	49.35M	-47.91K	-8.11%
Dec 31, 2025	GOELZER INVESTMENT MANAGEMENT, INC.	2.11%	879.15K	79.98M	578	+0.07%
Dec 31, 2025	CANNON FINANCIAL STRATEGISTS, INC.	2.41%	1M	91.15M	7.8K	+0.78%
Dec 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	2.69%	1.16M	105.57M	-34.12K	-2.86%
Dec 31, 2025	LPL FINANCIAL LLC	13.09%	5.65M	514.3M	141.11K	+2.56%
Dec 31, 2025	OPTIMIST RETIREMENT GROUP LLC	0.33%	141.46K	12.87M	136	+0.10%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.27%	590.43K	52.34M	-195.78K	-24.90%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.5%	693.16K	61.48M	20.48K	+3.04%
Sep 30, 2025	NORTHROCK PARTNERS, LLC	1.7%	788.2K	69.87M	-535	-0.07%
Sep 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	2.58%	1.19M	105.91M	-180.29K	-13.11%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.9%	2.27M	201.5M	97.9K	+4.50%
Sep 30, 2025	CANNON FINANCIAL STRATEGISTS, INC.	2.14%	994.14K	88.13M	41.39K	+4.34%
Sep 30, 2025	BRANDYWINE OAK PRIVATE WEALTH LLC	0.62%	286.57K	25.4M	1.16K	+0.41%
Sep 30, 2025	CARSONALLARIA WEALTH MANAGEMENT, LTD.	0.25%	117.1K	10.38M	6.81K	+6.17%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.25%	114.83K	10.18M	2.2K	+1.95%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.24%	109.44K	9.7M	-616	-0.56%
Sep 30, 2025	SYMPHONY FINANCIAL, LTD. CO.	0.22%	101.47K	8.99M	1.02K	+1.01%
Sep 30, 2025	CERITY PARTNERS LLC	0.64%	296.47K	26.28M	-9.22K	-3.02%
Sep 30, 2025	FINANCIAL STRATEGIES GROUP, INC.	0.37%	171.55K	15.17M	4.92K	+2.95%
Sep 30, 2025	UBS GROUP AG	0.37%	172.56K	15.3M	1.47K	+0.86%
Sep 30, 2025	GHP INVESTMENT ADVISORS, INC.	0.39%	178.81K	15.85M	1.34K	+0.75%
Sep 30, 2025	PURE PORTFOLIOS HOLDINGS LLC	0.4%	184.01K	16.31M	3.26K	+1.80%
Sep 30, 2025	WRENNE FINANCIAL PLANNING LLC	0.4%	187.49K	16.62M	6.21K	+3.43%
Sep 30, 2025	COLONY GROUP, LLC	0.59%	273.68K	24.26M	-5.42K	-1.94%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.7%	324.53K	28.77M	-2.68K	-0.82%
Sep 30, 2025	CAPASSO PLANNING PARTNERS LLC	0.18%	81.21K	7.2M	3.86K	+4.99%
Sep 30, 2025		0.18%	81.96K	7.27M	-28	-0.03%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.18%	83.93K	7.44M	-602	-0.71%
Sep 30, 2025	MATHER GROUP, LLC.	0.19%	86.25K	7.65M	-1.42K	-1.62%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.19%	86.87K	7.68M	9.84K	+12.77%
Sep 30, 2025	DIVERSIFIED ENTERPRISES, LLC	0.19%	88.07K	7.81M	1.96K	+2.27%
Sep 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.2%	93.94K	8.33M	-911	-0.96%
Sep 30, 2025	LPWM LLC	0.21%	98.2K	8.71M	962	+0.99%
Sep 30, 2025	ROCKBRIDGE INVESTMENT MANAGEMENT, LCC	0.22%	100.62K	8.92M	-4.94K	-4.68%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.42%	196.82K	17.45M	-9.26K	-4.49%
Sep 30, 2025	GOELZER INVESTMENT MANAGEMENT, INC.	1.9%	878.57K	77.88M	-7.01K	-0.79%
Sep 30, 2025	FRAGASSO GROUP INC.	0.68%	313.32K	28.25M	3.98K	+1.29%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	120.35K	10.67M	3.23K	+2.76%
Sep 30, 2025	LPL FINANCIAL LLC	11.89%	5.51M	488.68M	200.2K	+3.77%
Sep 30, 2025	BIP WEALTH, LLC	0.28%	131.61K	11.67M	-8.05K	-5.76%
Sep 30, 2025	CONVERGENCE FINANCIAL, LLC	0.46%	211.66K	18.76M	9.08K	+4.48%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.48%	221.52K	19.64M	-43.56K	-16.43%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.27%	126.58K	11.22M	38.2K	+43.22%
Sep 30, 2025	BALANCED WEALTH GROUP LLC	0.27%	126.59K	10.36M	-500	-0.39%
Sep 30, 2025	CWM, LLC	0.28%	128.29K	11.37M	-19.48K	-13.18%
Sep 30, 2025	PERRITT CAPITAL MANAGEMENT INC	0.27%	126.53K	11.22M	1K	+0.80%
Sep 30, 2025	KWB WEALTH	0.27%	126.12K	10.06M	-16.06K	-11.30%
Sep 30, 2025	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.27%	123.38K	10.94M	529	+0.43%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.28%	130.42K	11.56M	-230	-0.18%
Sep 30, 2025	FAS WEALTH PARTNERS, INC.	0.36%	169.14K	14.99M	8.25K	+5.13%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.37%	173.76K	15.4M	3.8K	+2.24%
Sep 30, 2025	KEY FINANCIAL INC	0.41%	187.94K	16.77M	12	+0.01%
Sep 30, 2025	AVANTAX PLANNING PARTNERS, INC.	0.42%	196.68K	17.44M	-5.54K	-2.74%
Sep 30, 2025	DEAN, JACOBSON FINANCIAL SERVICES, LLC	0.6%	276.77K	24.54M	276.77K	+100.00%
Sep 30, 2025	EVENSKY & KATZ LLC	0.6%	279.13K	24.75M	-10.64K	-3.67%
Sep 30, 2025	KLINGMAN & ASSOCIATES, LLC	0.61%	282.38K	25.03M	-2K	-0.70%
Sep 30, 2025	WCG WEALTH ADVISORS LLC	0.28%	131.95K	11.7M	-14.23K	-9.73%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.91%	424.07K	37.46M	-41.89K	-8.99%
Sep 30, 2025	MORNINGSTAR INVESTMENT MANAGEMENT LLC	0.86%	400.62K	35.52M	400.62K	+100.00%
Sep 30, 2025	RODGERS & ASSOCIATES, LTD	0.72%	333.94K	29.6M	-2.57K	-0.76%
Sep 30, 2025	OPTIMIST RETIREMENT GROUP LLC	0.3%	141.32K	12.53M	708	+0.50%
Sep 30, 2025	LUTZ FINANCIAL SERVICES LLC	0.31%	144.38K	12.8M	-3.12K	-2.12%
Sep 30, 2025	SAGE FINANCIAL GROUP INC	0.34%	158.52K	14.05M	689	+0.44%
Sep 30, 2025	ONE DAY IN JULY LLC	0.36%	166.93K	14.8M	24.8K	+17.45%
Sep 30, 2025	FIRST NATIONAL TRUST CO	0.44%	205.38K	18.21M	7.32K	+3.70%
Sep 30, 2025	CANANDAIGUA NATIONAL BANK & TRUST CO	0.44%	206.2K	18.28M	-4.81K	-2.28%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.55%	253.05K	22.43M	22.78K	+9.89%
Sep 30, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.58%	267K	23.67M	12.89K	+5.07%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.8%	370.22K	32.54M	126.5K	+51.90%
Sep 30, 2025	MORGAN STANLEY	0.98%	453.56K	40.21M	11.39K	+2.58%
Sep 30, 2025	CREATIVE PLANNING	1.03%	476.62K	42.25M	95.97K	+25.21%
Jun 30, 2025	NORTHROCK PARTNERS, LLC	2.25%	788.73K	62.91M	36.91K	+4.91%
Jun 30, 2025	FRAGASSO GROUP INC.	0.88%	309.34K	24.67M	21.24K	+7.37%
Jun 30, 2025	WRENNE FINANCIAL PLANNING LLC	0.52%	181.28K	14.46M	-10.52K	-5.49%
Jun 30, 2025	LUTZ FINANCIAL SERVICES LLC	0.42%	147.5K	11.76M	-14.41K	-8.90%
Jun 30, 2025	ERTS WEALTH ADVISORS, LLC	0.38%	134.13K	10.7M	-122.29K	-47.69%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.37%	130.65K	10.42M	-26.71K	-16.97%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.31%	110.06K	8.78M	22.26K	+25.35%
Jun 30, 2025	MARINER, LLC	0.31%	108.25K	8.63M	-22.85K	-17.43%
Jun 30, 2025	ROCKBRIDGE INVESTMENT MANAGEMENT, LCC	0.3%	105.56K	8.42M	-3.98K	-3.63%
Jun 30, 2025	SYMPHONY FINANCIAL, LTD. CO.	0.29%	100.46K	8.16M	63.14K	+169.20%
Jun 30, 2025	LPWM LLC	0.28%	97.24K	7.76M	11.26K	+13.09%
Jun 30, 2025	CANANDAIGUA NATIONAL BANK & TRUST CO	0.6%	211.01K	16.83M	-3.94K	-1.83%
Jun 30, 2025	KEY FINANCIAL INC	0.54%	187.93K	14.99M	29.19K	+18.39%
Jun 30, 2025	ONE DAY IN JULY LLC	0.41%	142.13K	11.34M	31.88K	+28.92%
Jun 30, 2025	OPTIMIST RETIREMENT GROUP LLC	0.4%	140.61K	11.22M	5.54K	+4.10%
Jun 30, 2025	REDWOOD INVESTMENT MANAGEMENT, LLC	0.37%	129.04K	10.29M	-57.64K	-30.88%
Jun 30, 2025	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.35%	122.86K	9.8M	-2.28K	-1.82%
Jun 30, 2025	KWB WEALTH	0.41%	142.18K	11.15M	-75.93K	-34.81%
Jun 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.25%	88.59K	7.06M	-94.38K	-51.58%
Jun 30, 2025	MATHER GROUP, LLC.	0.25%	87.67K	6.99M	-1.39K	-1.56%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.24%	84.53K	6.74M	9K	+11.92%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.24%	82.29K	6.56M	-3.72K	-4.32%
Jun 30, 2025	TRILOGY CAPITAL INC.	0.23%	79.52K	6.34M	2.46K	+3.20%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.23%	79.35K	6.33M	2.58K	+3.36%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.22%	77.05K	6.15M	-31.65K	-29.12%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.22%	77.03K	6.17M	14.47K	+23.13%
Jun 30, 2025	WEALTHSHIELD PARTNERS, LLC	0.21%	74.09K	5.91M	7.06K	+10.52%
Jun 30, 2025	NWAM LLC	0.2%	71.5K	5.7M	1.74K	+2.49%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.2%	69.59K	5.55M	51.13K	+277.01%
Jun 30, 2025	AIRE ADVISORS, LLC	0.2%	69.26K	5.52M	-4.68K	-6.32%
Jun 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.2%	68.77K	5.48M	2.62K	+3.97%
Jun 30, 2025	NORTHWEST WEALTH MANAGEMENT, LLC	0.19%	66.99K	5.34M	-1.16K	-1.70%
Jun 30, 2025	MCADAM, LLC	0.18%	63.84K	5.09M	3.69K	+6.13%
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	3.93%	1.37M	109.66M	66.85K	+5.11%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.32%	112.63K	8.98M	1.6K	+1.44%
Jun 30, 2025		0.43%	151.59K	12.09M	10.09K	+7.13%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.33%	465.96K	38.79M	-84.75K	-15.39%
Jun 30, 2025	AVANTAX PLANNING PARTNERS, INC.	0.58%	202.22K	16.13M	48.91K	+31.90%
Jun 30, 2025	BALANCED WEALTH GROUP LLC	0.36%	127.09K	10.28M	15.09K	+13.47%
Jun 30, 2025	PERRITT CAPITAL MANAGEMENT INC	0.36%	125.52K	10.01M	8.06K	+6.86%
Jun 30, 2025	GHP INVESTMENT ADVISORS, INC.	0.51%	177.47K	14.16M	2.98K	+1.70%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.49%	169.95K	13.56M	7.88K	+4.86%
Jun 30, 2025	FINANCIAL STRATEGIES GROUP, INC.	0.48%	166.63K	13.87M	8.44K	+5.34%
Jun 30, 2025	BIP WEALTH, LLC	0.4%	139.66K	11.14M	15.11K	+12.13%
Jun 30, 2025	MORGAN STANLEY	1.26%	442.17K	35.27B	66.84K	+17.81%
Jun 30, 2025	CERITY PARTNERS LLC	0.87%	305.7K	24.38M	-629.23K	-67.30%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.34%	120.67K	9.62M	55.33K	+84.69%
Jun 30, 2025	ASSET DEDICATION, LLC	0.34%	118.83K	9.48M	6.25K	+5.55%
Jun 30, 2025	CARSONALLARIA WEALTH MANAGEMENT, LTD.	0.32%	110.29K	8.8M	3.07K	+2.86%
Jun 30, 2025	SPX GESTAO DE RECURSOS LTDA	0.3%	104.1K	8.3M	-109.1K	-51.17%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.29%	101.73K	8.11M	-4.19K	-3.96%
Jun 30, 2025	EVENSKY & KATZ LLC	0.83%	289.77K	23.11M	-10.21K	-3.40%
Jun 30, 2025	BRANDYWINE OAK PRIVATE WEALTH LLC	0.82%	285.41K	22.76M	16.25K	+6.04%
Jun 30, 2025	KLINGMAN & ASSOCIATES, LLC	0.81%	284.38K	22.68M	22.29K	+8.51%
Jun 30, 2025	COLONY GROUP, LLC	0.8%	279.1K	22.26M	-1.49K	-0.53%
Jun 30, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.73%	254.11K	20.27M	-4.28K	-1.66%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.59%	206.08K	16.44M	-89.11K	-30.19%
Jun 30, 2025	GOELZER INVESTMENT MANAGEMENT, INC.	2.53%	885.57K	70.63M	31.12K	+3.64%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.76%	265.08K	21.14M	-82.79K	-23.80%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.66%	230.27K	18.37M	-102.68K	-30.84%
Jun 30, 2025	UBS GROUP AG	0.49%	171.09K	13.65M	21.31K	+14.22%
Jun 30, 2025	FAS WEALTH PARTNERS, INC.	0.46%	160.89K	12.83M	-25.42K	-13.64%
Jun 30, 2025	SAGE FINANCIAL GROUP INC	0.45%	157.83K	12.59M	1.49K	+0.95%
Jun 30, 2025	CWM, LLC	0.42%	147.77K	11.79M	92.33K	+166.54%
Jun 30, 2025	WCG WEALTH ADVISORS LLC	0.42%	146.17K	11.66M	17.76K	+13.83%
Jun 30, 2025	FIRST NATIONAL TRUST CO	0.57%	198.06K	15.8M	9K	+4.76%
Jun 30, 2025	LPL FINANCIAL LLC	15.18%	5.31M	423.71M	159.34K	+3.09%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	6.21%	2.18M	173.49M	-135.72K	-5.87%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	2.25%	786.22K	62.71M	56.23K	+7.70%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.92%	672.69K	53.54M	-19.64K	-2.84%
Jun 30, 2025	CANNON FINANCIAL STRATEGISTS, INC.	2.72%	952.76K	75.99M	10.59K	+1.12%
Jun 30, 2025	CREATIVE PLANNING	1.09%	380.65K	30.36M	-27.25K	-6.68%
Jun 30, 2025	RODGERS & ASSOCIATES, LTD	0.96%	336.52K	26.84M	30.4K	+9.93%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.93%	327.21K	26.1M	16.08K	+5.17%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.7%	243.72K	19.44M	26.79K	+12.35%
Jun 30, 2025	CONVERGENCE FINANCIAL, LLC	0.58%	202.58K	16.16M	-37.37K	-15.57%
Jun 30, 2025	PURE PORTFOLIOS HOLDINGS LLC	0.52%	180.75K	14.42M	-36.5K	-16.80%
Jun 30, 2025	GRANEY & KING, LLC	0.43%	151.59K	12.09M	10.09K	+7.13%
Mar 31, 2025	N.E.W. ADVISORY SERVICES LLC	0.46%	162.1K	12.71M	58.09K	+55.86%
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.52%	182.98K	14.34M	-23.38K	-11.33%
Mar 31, 2025	FRAGASSO GROUP INC.	0.82%	288.1K	22.59M	232.07K	+414.15%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.84%	295.18K	23.14M	-18.36K	-5.85%
Mar 31, 2025	RODGERS & ASSOCIATES, LTD	0.87%	306.11K	24M	7.45K	+2.49%
Mar 31, 2025	CREATIVE PLANNING	1.17%	407.89K	31.98M	-24.37K	-5.64%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.57%	550.71K	43.18M	-504	-0.09%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.98%	692.32K	54.17M	-27.87K	-3.87%
Mar 31, 2025	NORTHROCK PARTNERS, LLC	2.15%	751.82K	58.94M	12.44K	+1.68%
Mar 31, 2025	GOELZER INVESTMENT MANAGEMENT, INC.	2.44%	854.45K	66.99M	15.94K	+1.90%
Mar 31, 2025	CERITY PARTNERS LLC	2.67%	934.93K	73.3M	16.16K	+1.76%
Mar 31, 2025	MICHAEL S. RYAN, INC.	0.46%	159.5K	12.51M	-1.5K	-0.93%
Mar 31, 2025	GHP INVESTMENT ADVISORS, INC.	0.5%	174.5K	13.68M	1.1K	+0.64%
Mar 31, 2025	COLONY GROUP, LLC	0.8%	280.58K	22M	362	+0.13%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.45%	156.75K	12.29M	140.2K	+847.03%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.45%	157.35K	12.34M	10.61K	+7.23%
Mar 31, 2025	LUTZ FINANCIAL SERVICES LLC	0.46%	161.92K	12.69M	222	+0.14%
Mar 31, 2025	FAS WEALTH PARTNERS, INC.	0.53%	186.31K	14.61M	6.31K	+3.51%
Mar 31, 2025	REDWOOD INVESTMENT MANAGEMENT, LLC	0.53%	186.68K	14.64M	28.5K	+18.02%
Mar 31, 2025	WRENNE FINANCIAL PLANNING LLC	0.55%	191.8K	15.04M	15.04K	+8.51%
Mar 31, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.74%	258.39K	20.26M	-4.72K	-1.79%
Mar 31, 2025	KLINGMAN & ASSOCIATES, LLC	0.75%	262.09K	20.55M	7.14K	+2.80%
Mar 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	3.74%	1.31M	102.55M	3.64K	+0.28%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	6.6%	2.31M	181.17M	-369.88K	-13.80%
Mar 31, 2025	LPL FINANCIAL LLC	14.72%	5.15M	403.99M	3.63M	+238.62%
Mar 31, 2025	BRANDYWINE OAK PRIVATE WEALTH LLC	0.77%	269.16K	21.1M	18.46K	+7.36%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.95%	332.95K	26.1M	-46.08K	-12.16%
Mar 31, 2025	FIRST NATIONAL TRUST CO	0.54%	189.05K	14.82M	-7.17K	-3.65%
Mar 31, 2025	EVENSKY & KATZ LLC	0.86%	299.98K	23.52M	-2.83K	-0.94%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.89%	311.13K	24.39M	17.12K	+5.82%
Mar 31, 2025		0.4%	141.5K	11.09M	5.73K	+4.22%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	2.09%	729.99K	57.23M	596.82K	+448.17%
Mar 31, 2025	UBS GROUP AG	0.43%	149.79K	11.74M	-2.14K	-1.41%
Mar 31, 2025	AVANTAX PLANNING PARTNERS, INC.	0.44%	153.31K	12.02M	16.51K	+12.07%
Mar 31, 2025	SAGE FINANCIAL GROUP INC	0.45%	156.34K	12.26M	623	+0.40%
Mar 31, 2025	FINANCIAL STRATEGIES GROUP, INC.	0.45%	158.18K	11.14M	-101	-0.06%
Mar 31, 2025	KEY FINANCIAL INC	0.45%	158.73K	12.44M	-3.91K	-2.41%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.61%	212.5K	16.66M	180.74K	+568.92%
Mar 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.46%	162.07K	12.71M	13.31K	+8.95%
Mar 31, 2025	SPX GESTAO DE RECURSOS LTDA	0.61%	213.19K	16.71M	71.69K	+50.66%
Mar 31, 2025	CANANDAIGUA NATIONAL BANK & TRUST CO	0.61%	214.95K	16.85M	8.82K	+4.28%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.62%	216.93K	17.01M	-82.35K	-27.51%
Mar 31, 2025	KWB WEALTH	0.62%	218.1K	19.03M	-14.8K	-6.36%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.63%	222.04K	17.41M	215.83K	+3,477.76%
Mar 31, 2025	ERTS WEALTH ADVISORS, LLC	0.73%	256.42K	20.1M	1.61K	+0.63%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.99%	347.87K	27.27M	-83.14K	-19.29%
Mar 31, 2025	MORGAN STANLEY	1.07%	375.32K	29.43M	57.5K	+18.09%
Mar 31, 2024	EVENSKY & KATZ LLC	0.9%	315.21K	26.15M	-3.6K	-1.13%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.64%	223.61K	18.55M	361	+0.16%
Mar 31, 2024	FINANCIAL ENHANCEMENT GROUP LLC	0.66%	230.9K	17.93M	8.32K	+3.74%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.68%	239.54K	19.88M	67.19K	+38.99%
Mar 31, 2024	ERTS WEALTH ADVISORS, LLC	0.69%	240.96K	19.99M	5.45K	+2.31%
Mar 31, 2024	KLINGMAN & ASSOCIATES, LLC	0.74%	258.09K	21.41M	-2.51K	-0.96%
Mar 31, 2024	WCG WEALTH ADVISORS LLC	0.42%	145.25K	12.05M	-59.52K	-29.07%
Mar 31, 2024	KEY FINANCIAL INC	0.42%	145.39K	12.06M	7.19K	+5.20%
Mar 31, 2024	FAS WEALTH PARTNERS, INC.	0.56%	196.44K	16.3M	382	+0.19%
Mar 31, 2024	LPL FINANCIAL LLC	3.92%	1.37M	113.95M	-166.33K	-10.80%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	7.11%	2.49M	206.62M	825.63K	+49.60%
Mar 31, 2024	BRANDYWINE OAK PRIVATE WEALTH LLC	0.67%	233.49K	19.37M	6.9K	+3.04%
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.95%	331.31K	27.48M	26.4K	+8.66%
Mar 31, 2024	TRILOGY CAPITAL INC.	0.95%	331.43K	27.5M	17.1K	+5.44%
Mar 31, 2024	NORTHROCK PARTNERS, LLC	0.97%	339.39K	28.16M	-19.65K	-5.47%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.04%	363.49K	30.16M	17.34K	+5.01%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.05%	366.29K	30.39M	-13.78K	-3.63%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	1.07%	375.69K	31.17M	9.78K	+2.67%
Mar 31, 2024	TOWNSQUARE CAPITAL LLC	1.15%	401.17K	33.28M	25.97K	+6.92%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.36%	476.55K	39.54M	476.55K	+100.00%
Mar 31, 2024	CREATIVE PLANNING	1.37%	479.03K	39.75M	-15.73K	-3.18%
Mar 31, 2024	REDWOOD INVESTMENT MANAGEMENT, LLC	1.43%	499.78K	41.47M	79.8K	+19.00%
Mar 31, 2024	MORNINGSTAR INVESTMENT SERVICES LLC	1.55%	542.7K	44.88M	-458.79K	-45.81%
Mar 31, 2024	FINANCIAL PLANNING & INFORMATION SERVICES, INC.	1.8%	631.33K	52.38M	-20.29K	-3.11%
Mar 31, 2024	GOELZER INVESTMENT MANAGEMENT, INC.	2.32%	812.8K	67.44M	9.32K	+1.16%
Mar 31, 2024	CERITY PARTNERS LLC	2.4%	840.14K	69.71M	75.91K	+9.93%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	3.49%	1.22M	101.42M	-144.56K	-10.58%
Mar 31, 2024	FINANCIAL ENGINES ADVISORS L.L.C.	3.79%	1.33M	110.17M	-5.56K	-0.42%
Mar 31, 2024	TRADEWINDS CAPITAL MANAGEMENT, LLC	0.35%	121.2K	10.06M	120.04K	+10,348.45%
Mar 31, 2024	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.35%	123.94K	10.28M	726	+0.59%
Mar 31, 2024	OPTIMIST RETIREMENT GROUP LLC	0.36%	124.82K	10.36M	9.27K	+8.03%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.36%	127.45K	10.57M	1.6K	+1.27%
Mar 31, 2024	RESONANT CAPITAL ADVISORS, LLC	0.37%	129.74K	10.76M	8.01K	+6.58%
Mar 31, 2024	TIAA TRUST, NATIONAL ASSOCIATION	0.39%	134.86K	11.19M	7.49K	+5.88%
Mar 31, 2024		0.41%	142.52K	11.82M	142.52K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.41%	143.23K	11.88M	-43.02K	-23.10%
Mar 31, 2024	ASSET DEDICATION, LLC	0.43%	148.78K	12.33M	-8.59K	-5.46%
Mar 31, 2024	CAPASSO PLANNING PARTNERS LLC	0.43%	149.18K	12.38M	7.3K	+5.14%
Mar 31, 2024	MARINER, LLC	0.43%	151.92K	12.6M	-21.26K	-12.27%
Mar 31, 2024	FINANCIAL STRATEGIES GROUP, INC.	0.44%	153.86K	12.54M	-2.37K	-1.52%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.45%	157.02K	13.03M	-13.84K	-8.10%
Mar 31, 2024	SAGE FINANCIAL GROUP INC	0.46%	162K	13.44M	4.12K	+2.61%
Mar 31, 2024	GHP INVESTMENT ADVISORS, INC.	0.47%	163.74K	13.59M	2.37K	+1.47%
Mar 31, 2024	ROCKBRIDGE INVESTMENT MANAGEMENT, LCC	0.47%	165.56K	13.74M	10.15K	+6.53%
Mar 31, 2024	LUTZ FINANCIAL SERVICES LLC	0.49%	171.51K	14.23M	1.78K	+1.05%
Mar 31, 2024	MICHAEL S. RYAN, INC.	0.51%	178.67K	14.82M	21.72K	+13.84%
Mar 31, 2024	FIRST NATIONAL TRUST CO	0.54%	188.83K	15.67M	-16.94K	-8.23%
Mar 31, 2024	KWB WEALTH	0.56%	196.88K	16.33M	-5.4K	-2.67%
Mar 31, 2024	AVANTAX PLANNING PARTNERS, INC.	0.62%	217.71K	18.06M	-10.91K	-4.77%
Mar 31, 2024	FINANCIAL ADVISORY GROUP	0.63%	219.94K	18.25M	13.38K	+6.48%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.63%	221.3K	18.36M	-9.11K	-3.95%
Mar 31, 2024	BUCKINGHAM STRATEGIC WEALTH, LLC	0.74%	260.21K	21.59M	-6.01K	-2.26%
Mar 31, 2024	AMERICAN FINANCIAL ADVISORS, LLC	0.78%	271.66K	22.54M	-6.71K	-2.41%
Mar 31, 2024	MORGAN STANLEY	0.81%	283.75K	23.54M	7.26K	+2.63%
Mar 31, 2024	DEAN, JACOBSON FINANCIAL SERVICES, LLC	0.81%	285.09K	23.65M	824	+0.29%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.82%	285.33K	23.67M	177.51K	+164.65%
Mar 31, 2024	RODGERS & ASSOCIATES, LTD	0.84%	292.81K	24.29M	3.97K	+1.37%
Mar 31, 2024	BALANCED WEALTH GROUP LLC	0.86%	300.61K	7.38M	271.56K	+934.73%
Dec 31, 2023	KLINGMAN & ASSOCIATES, LLC	0.74%	260.6K	21.71M	10.44K	+4.17%
Dec 31, 2023	BUCKINGHAM STRATEGIC WEALTH, LLC	0.76%	266.22K	22.18M	221.9K	+500.63%
Dec 31, 2023	MORGAN STANLEY	0.79%	276.49K	23.03M	-13.59K	-4.68%
Dec 31, 2023	AMERICAN FINANCIAL ADVISORS, LLC	0.8%	278.37K	23.19M	-5.22K	-1.84%
Dec 31, 2023	DEAN, JACOBSON FINANCIAL SERVICES, LLC	0.81%	284.26K	23.68M	3.99K	+1.42%
Dec 31, 2023	RODGERS & ASSOCIATES, LTD	0.83%	288.84K	24.06M	16.58K	+6.09%
Dec 31, 2023	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.87%	304.92K	25.39M	27.23K	+9.81%
Dec 31, 2023	TRILOGY CAPITAL INC.	0.9%	314.33K	26.19M	9.83K	+3.23%
Dec 31, 2023	EVENSKY & KATZ LLC	0.91%	318.82K	26.56M	-1.18K	-0.37%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.99%	346.16K	28.84M	-17.29K	-4.76%
Dec 31, 2023	NORTHROCK PARTNERS, LLC	1.03%	359.04K	29.91M	-28.25K	-7.29%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	1.05%	365.91K	30.48M	2.6K	+0.72%
Dec 31, 2023	TOWNSQUARE CAPITAL LLC	1.07%	375.19K	31.26M	34.58K	+10.15%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.09%	380.07K	31.66M	28.78K	+8.19%
Dec 31, 2023	REDWOOD INVESTMENT MANAGEMENT, LLC	1.2%	419.98K	34.99M	159.6K	+61.29%
Dec 31, 2023	CREATIVE PLANNING	1.41%	494.76K	41.22M	-45.76K	-8.47%
Dec 31, 2023	FINANCIAL PLANNING & INFORMATION SERVICES, INC.	1.86%	651.62K	54.29M	22.88K	+3.64%
Dec 31, 2023	CERITY PARTNERS LLC	2.18%	764.23K	63.67M	30.11K	+4.10%
Dec 31, 2023	GOELZER INVESTMENT MANAGEMENT, INC.	2.3%	803.48K	66.94M	5.77K	+0.72%
Dec 31, 2023	MORNINGSTAR INVESTMENT SERVICES LLC	2.86%	1M	84.68M	496.07K	+98.15%
Dec 31, 2023	FINANCIAL ENGINES ADVISORS L.L.C.	3.81%	1.33M	111.08M	-10.15K	-0.76%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	3.9%	1.37M	114.43M	64.01K	+4.91%
Dec 31, 2023	LPL FINANCIAL LLC	4.4%	1.54M	128.27M	-127.12K	-7.63%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	4.76%	1.66M	138.68M	-125.76K	-7.02%
Dec 31, 2023	ERTS WEALTH ADVISORS, LLC	0.67%	235.51K	19.62M	9.08K	+4.01%
Dec 31, 2023	KEY FINANCIAL INC	0.39%	138.21K	11.51M	4.66K	+3.49%
Dec 31, 2023	CAPASSO PLANNING PARTNERS LLC	0.41%	141.88K	11.82M	7.59K	+5.65%
Dec 31, 2023	RESTON WEALTH MANAGEMENT LLC	0.43%	149.49K	12.45M	2.87K	+1.96%
Dec 31, 2023	ROCKBRIDGE INVESTMENT MANAGEMENT, LCC	0.44%	155.41K	12.95M	155.41K	+100.00%
Dec 31, 2023	FINANCIAL STRATEGIES GROUP, INC.	0.45%	156.24K	12.49M	1.79K	+1.16%
Dec 31, 2023		0.45%	156.48K	11.61M	-8.46K	-5.13%
Dec 31, 2023	ASSET DEDICATION, LLC	0.45%	157.37K	13.08M	-8.1K	-4.90%
Dec 31, 2023	SAGE FINANCIAL GROUP INC	0.45%	157.88K	13.15M	2.93K	+1.89%
Dec 31, 2023	GHP INVESTMENT ADVISORS, INC.	0.46%	161.37K	13.44M	3.51K	+2.22%
Dec 31, 2023	LUTZ FINANCIAL SERVICES LLC	0.48%	169.74K	14.14M	-860	-0.50%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.49%	170.85K	14.23M	64.34K	+60.40%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.49%	172.35K	14.36M	-33.02K	-16.08%
Dec 31, 2023	MARINER, LLC	0.49%	173.18K	14.43M	-6.42K	-3.57%
Dec 31, 2023	UBS GROUP AG	0.53%	186.25K	15.52M	-26.32K	-12.38%
Dec 31, 2023	FAS WEALTH PARTNERS, INC.	0.56%	196.05K	16.33M	-5.29K	-2.63%
Dec 31, 2023	KWB WEALTH	0.58%	202.28K	16.85M	-11.79K	-5.51%
Dec 31, 2023	WCG WEALTH ADVISORS LLC	0.58%	204.77K	17.06M	-20.23K	-8.99%
Dec 31, 2023	FIRST NATIONAL TRUST CO	0.59%	205.77K	17.14M	-27.03K	-11.61%
Dec 31, 2023	FINANCIAL ADVISORY GROUP	0.59%	206.57K	17.21M	1.49K	+0.73%
Dec 31, 2023	FINANCIAL ENHANCEMENT GROUP LLC	0.64%	222.58K	17.23M	222.58K	+100.00%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.64%	223.25K	18.6M	-7.48K	-3.24%
Dec 31, 2023	BRANDYWINE OAK PRIVATE WEALTH LLC	0.65%	226.6K	18.88M	-8.62K	-3.67%
Dec 31, 2023	AVANTAX PLANNING PARTNERS, INC.	0.65%	228.62K	19.05M	-68.83K	-23.14%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.66%	230.42K	19.2M	-81.09K	-26.03%

Frequently Asked Questions