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

Who are the major shareholders selling Invesco S&P 500 Quality ETF stock?

WEALTH ENHANCEMENT TRUST SERVICES, INC., in the last quarter, reduced its stake in SPHQ by -1.22% restricting it's holding to 422.62 thousand shares of worth nearly $38.08M. ALPINE BANK WEALTH MANAGEMENT also lessened -12.95% of the SPHQ shares from its portfolio, reducing its holding to 466.18 thousand shares of worth $42.00M. TULSA WEALTH ADVISORS, INC also shunned SPHQ shares holding by -22.01% last quarter which brought its holding to 587.15 thousand shares worth $52.90M.

Investors who are buying SPHQ stock?

As per its latest 13F filing, SAX WEALTH ADVISORS, LLC increased its stake in SPHQ by 21.28% in the last quarter. The institutional holder raised its holding to 542.05 thousand shares having worth more than $40.76M. FAMILY INVESTMENT CENTER, INC. also added 2.78% more shares of SPHQ to its portfolio, raising its holding to 535.31 thousand shares of worth $48.23M. MILESTONE INVESTMENT ADVISORS LLC also increased its SPHQ shares holding by 1.11% which brought its holding to 533.99 thousand shares worth $48.11M.

SPHQ's major insiders: who are they?

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

Did an insider recently sell SPHQ stock?

Company executives, directors, and other insiders own N/A percent of Invesco S&P 500 Quality ETF's stock. Within the last six months, there have been 0 transaction(s) in which SPHQ insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SPHQ stock?

There have been 0 transaction(s) during the past 6-months in which Invesco S&P 500 Quality ETF insiders have bought stock, totalling 0 shares

How much of SPHQ does insiders own?

Around 0 Invesco S&P 500 Quality ETF shares are held by insiders, which represents about N/A of SPHQ stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SPHQ?

SAX WEALTH ADVISORS, LLC is the largest institutional owner in SPHQ which holds 542.05 thousand shares worth $40.76M or 0.23% of the total SPHQ shares outstanding followed by FAMILY INVESTMENT CENTER, INC. with ownership of 535.31 thousand shares representing 0.22% of the SPHQ ownership. MILESTONE INVESTMENT ADVISORS LLC is the third largest stakeholder with 533.99 thousand shares or 0.22% of the ownership worth more than $48.11M.

Is Invesco S&P 500 Quality 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 SPHQ is concerned, it is a stock which is optionable.

Is there a short position on SPHQ's shares?

Number of SPHQ 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 SPHQ shares are there?

As of today, null shares of SPHQ are outstanding.

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

SPHQ 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 SPHQ is null.

Invesco S&P 500 Quality ETF (SPHQ) 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. SAX WEALTH ADVISORS, LLC is the top corporate investor, holding 542.05K shares valued at $40.76M. A 0.23% stake in Invesco S&P 500 Quality ETF is owned by the company. FAMILY INVESTMENT CENTER, INC. owns 535.31K shares valued at $48.23M, which translates its holding of 0.22% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SAX WEALTH ADVISORS, LLC	0.23%	542.05K	40.76M	95.1K	+21.28%
Jun 30, 2026	FAMILY INVESTMENT CENTER, INC.	0.22%	535.31K	48.23M	14.47K	+2.78%
Jun 30, 2026	MILESTONE INVESTMENT ADVISORS LLC	0.22%	533.99K	48.11M	5.88K	+1.11%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.82%	1.97M	177.66M	15.79K	+0.81%
Jun 30, 2026	ROYAL BANK OF CANADA	0.93%	2.23M	200.69M	42.82K	+1.96%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.06%	2.54M	228.95M	449.68K	+21.50%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.13%	2.7M	243.67M	208.03K	+8.34%
Jun 30, 2026	WEALTH ENHANCEMENT TRUST SERVICES, INC.	0.2%	422.62K	38.08M	-5.22K	-1.22%
Jun 30, 2026	ALPINE BANK WEALTH MANAGEMENT	0.19%	466.18K	42M	-69.33K	-12.95%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	435.89K	39.27M	11.67K	+2.75%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.24%	2.97M	257.8M	500.7K	+20.29%
Jun 30, 2026	VANTAGEPOINT INVESTMENT ADVISERS LLC	1.44%	3.44M	309.81M	116.88K	+3.52%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.87%	4.48M	403.32M	281.36K	+6.71%
Jun 30, 2026	HERITAGE WEALTH ADVISORS	2.08%	4.98M	448.59M	4.98M	+100.00%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.09%	5M	450.81M	110.2K	+2.25%
Jun 30, 2026	MORGAN STANLEY	2.39%	5.73M	516.05M	53.13K	+0.94%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.43%	5.81M	523.87M	845.52K	+17.02%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	3.81%	9.12M	821.92M	300.61K	+3.41%
Jun 30, 2026	UNION SAVINGS BANK	0.21%	491.65K	44.3M	3.49K	+0.71%
Jun 30, 2026	JPMORGAN CHASE & CO	0.36%	862.12K	76.56M	263.91K	+44.12%
Jun 30, 2026	TULSA WEALTH ADVISORS, INC	0.25%	587.15K	52.9M	-165.69K	-22.01%
Jun 30, 2026	WEALTH MANAGEMENT RESOURCES, INC.	0.2%	478.99K	43.16M	40.55K	+9.25%
Jun 30, 2026	LPL FINANCIAL LLC	5.76%	13.78M	1.24B	1.62M	+13.31%
Jun 30, 2026	FMR LLC	3.91%	9.35M	842.63M	1.48M	+18.81%
Jun 30, 2026	BALLAST, INC.	0.17%	368.87K	33.24M	-6.54K	-1.74%
Jun 30, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	3.08%	7.36M	663.56M	13.84K	+0.19%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.81%	6.73M	606.53M	4.73M	+236.87%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.49%	5.95M	522.53M	441.45K	+8.02%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.19%	415.33K	37.42M	-39.79K	-8.74%
Jun 30, 2026	ORGEL WEALTH MANAGEMENT, LLC	0.18%	395.69K	35.65M	-2.72K	-0.68%
Jun 30, 2026	FIFTH THIRD BANCORP	0.18%	386.62K	34.83M	-19.78K	-4.87%
Jun 30, 2026	BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.	0.2%	475.17K	42.81M	475.17K	+100.00%
Jun 30, 2026	ALVAREZ & MARSAL PRIVATE WEALTH PARTNERS, LLC	0.4%	948.38K	85.45M	-8.21K	-0.86%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.43%	1.02M	92.19M	88.32K	+9.45%
Jun 30, 2026	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.53%	1.26M	113.55M	-89.96K	-6.66%
Jun 30, 2026	SNS FINANCIAL GROUP, LLC	0.17%	367.05K	33.07M	367.05K	+100.00%
Jun 30, 2026	EVERGREEN CAPITAL MANAGEMENT LLC	0.16%	353.19K	31.82M	7K	+2.02%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.16%	340.28K	30.66M	313.85K	+1,187.46%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.15%	328.96K	29.64M	-14.88K	-4.33%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.15%	318.95K	28.74M	4.63K	+1.47%
Jun 30, 2026	SFMG, LLC	0.72%	1.71M	154.09M	23.24K	+1.38%
Jun 30, 2026	UBS GROUP AG	0.7%	1.68M	151.02M	77.37K	+4.84%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.6%	1.44M	129.92M	210.17K	+17.06%
Jun 30, 2026	DEMARS FINANCIAL GROUP, LLC	0.31%	733.64K	66.1M	109.93K	+17.63%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.28%	680.84K	61.34M	17.82K	+2.69%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.37%	881.71K	79.44M	-19.13K	-2.12%
Jun 30, 2026	EVENSKY & KATZ LLC	0.32%	765.07K	68.93M	-10.08K	-1.30%
Jun 30, 2026	COMPASS ION ADVISORS, LLC	0.32%	762.36K	68.69M	16.88K	+2.26%
Jun 30, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.2%	468.39K	42.2M	-80.52K	-14.67%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.2%	467.67K	42.14M	71.37K	+18.01%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.2%	467.77K	42.15M	13.12K	+2.89%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.82%	1.97M	177.39M	1.15M	+139.21%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.6%	1.44M	129.46M	5.56K	+0.39%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.45%	1.08M	97.45M	12.07K	+1.13%
Jun 30, 2026	INDEPENDENCE ASSET ADVISORS, LLC	0.41%	982.56K	88.53M	304	+0.03%
Jun 30, 2026		0.27%	587.15K	52.9M	-165.69K	-22.01%
Jun 30, 2026	PARAGON CAPITAL MANAGEMENT LTD	0.29%	698.57K	62.94M	-20.41K	-2.84%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.21%	494.16K	44.52M	124.79K	+33.78%
Jun 30, 2026	FIRST COMMAND ADVISORY SERVICES, INC.	0.48%	1.15M	103.26M	-285.87K	-19.96%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.2%	425.49K	38.34M	89.18K	+26.52%
Jun 30, 2026	MADISON ASSET MANAGEMENT, LLC	0.39%	936.7K	84.4M	-345.66K	-26.96%
Jun 30, 2026	PERENNIAL INVESTMENT ADVISORS, LLC	0.25%	591.84K	53.33M	-103.89K	-14.93%
Mar 31, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	3.14%	7.35M	552.71M	-1.56M	-17.50%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.35%	5.51M	415.82M	-2.41M	-30.43%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.12%	4.97M	373.6M	169.55K	+3.53%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.09%	4.89M	367.92M	-35.39K	-0.72%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.79%	4.19M	315.41M	-174.15K	-3.99%
Mar 31, 2026	VANTAGEPOINT INVESTMENT ADVISERS LLC	1.42%	3.32M	249.76M	-25.47K	-0.76%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.84%	1.96M	147.08M	-845.43K	-30.18%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.61%	1.43M	107.42M	121.74K	+9.30%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.19%	455.12K	34.22M	356.85K	+363.13%
Mar 31, 2026	WEALTH MANAGEMENT RESOURCES, INC.	0.19%	438.44K	32.97M	-403	-0.09%
Mar 31, 2026		0.18%	427.85K	32.17M	-17.59K	-3.95%
Mar 31, 2026	ALPINE BANK WEALTH MANAGEMENT	0.23%	535.5K	40.26M	-19.55K	-3.52%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	424.22K	31.9M	45.04K	+11.88%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	4.41%	8.82M	663.44M	222.79K	+2.59%
Mar 31, 2026	SAX WEALTH ADVISORS, LLC	0.19%	446.96K	33.54M	-2.46K	-0.55%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.19%	454.65K	34.18M	-186.51K	-29.09%
Mar 31, 2026	UNION SAVINGS BANK	0.21%	488.16K	36.7M	6.12K	+1.27%
Mar 31, 2026	FAMILY INVESTMENT CENTER, INC.	0.22%	520.85K	39.16M	-103.09K	-16.52%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.23%	548.92K	41.27M	-12.83K	-2.28%
Mar 31, 2026	JPMORGAN CHASE & CO	0.26%	598.21K	43.94M	61.52K	+11.46%
Mar 31, 2026	DEMARS FINANCIAL GROUP, LLC	0.27%	623.71K	46.9M	-15.93K	-2.49%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.28%	663.02K	49.85M	5.42K	+0.82%
Mar 31, 2026	PARAGON CAPITAL MANAGEMENT LTD	0.31%	718.98K	54.06M	-13.25K	-1.81%
Mar 31, 2026	COMPASS ION ADVISORS, LLC	0.32%	745.48K	56.05M	4.49K	+0.61%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.39%	900.84K	67.73M	-73.37K	-7.53%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.4%	934.86K	70.29M	68.37K	+7.89%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.17%	336.31K	25.29M	70.38K	+26.46%
Mar 31, 2026	EVERGREEN CAPITAL MANAGEMENT LLC	0.17%	346.2K	26.03M	5.87K	+1.73%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.18%	369.37K	27.77M	49.09K	+15.33%
Mar 31, 2026	SCHWALLIER WEALTH MANAGEMENT LLC	0.19%	376.5K	28.31M	-6.91K	-1.80%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.2%	396.3K	29.8M	-17.16K	-4.15%
Mar 31, 2026	ORGEL WEALTH MANAGEMENT, LLC	0.2%	398.41K	29.96M	-4.33K	-1.07%
Mar 31, 2026	FIFTH THIRD BANCORP	0.2%	406.4K	30.56M	37.15K	+10.06%
Mar 31, 2026	CAPITAL PLANNING ADVISORS, LLC	0.21%	413.63K	31.1M	-39.22K	-8.66%
Mar 31, 2026	MADISON ASSET MANAGEMENT, LLC	0.55%	1.28M	96.42M	-80.03K	-5.87%
Mar 31, 2026	LPL FINANCIAL LLC	5.2%	12.17M	914.75M	248.5K	+2.09%
Mar 31, 2026	EVENSKY & KATZ LLC	0.33%	775.14K	58.28M	1.69K	+0.22%
Mar 31, 2026	MILESTONE INVESTMENT ADVISORS LLC	0.23%	528.12K	39.71M	2.2K	+0.42%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.46%	1.07M	80.41M	-2.22K	-0.21%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.53%	1.23M	92.62M	-5.58K	-0.45%
Mar 31, 2026	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.58%	1.35M	101.52M	347.91K	+34.71%
Mar 31, 2026	FIRST COMMAND ADVISORY SERVICES, INC.	0.61%	1.43M	107.69M	-28.74K	-1.97%
Mar 31, 2026	UBS GROUP AG	0.68%	1.6M	120.21M	-91.29K	-5.40%
Mar 31, 2026	SFMG, LLC	0.72%	1.69M	126.84M	18.82K	+1.13%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.85%	2M	150.26M	63.07K	+3.26%
Mar 31, 2026	MARINER, LLC	0.25%	594.7K	44.72M	258.46K	+76.87%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.27%	632K	47.52M	631.72K	+221,655.44%
Mar 31, 2026	PERENNIAL INVESTMENT ADVISORS, LLC	0.3%	695.73K	52.31M	-10.64K	-1.51%
Mar 31, 2026	INDEPENDENCE ASSET ADVISORS, LLC	0.42%	982.25K	73.86M	982.25K	+100.00%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.45%	1.06M	79.63M	1.06M	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.93%	2.18M	164.26M	-433.33K	-16.55%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.35%	823.06K	61.89M	-79.96K	-8.86%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.89%	2.09M	157.25M	-216.9K	-9.40%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	1.05%	2.47M	182.88M	339.43K	+15.95%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.07%	2.5M	187.69M	-7.73K	-0.31%
Mar 31, 2026	MORGAN STANLEY	2.43%	5.67M	426.66M	63.78K	+1.14%
Mar 31, 2026	FMR LLC	3.37%	7.87M	591.87M	2.1M	+36.39%
Dec 31, 2025	DAVIDSON CAPITAL MANAGEMENT INC.	0.33%	634.77K	47.64M	5.41K	+0.86%
Dec 31, 2025		0.22%	445.44K	33.43M	445.44K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.41%	4.8M	360.18M	-23.35K	-0.48%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.48%	4.93M	369.89M	218.52K	+4.64%
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.13%	251.51K	18.88M	10.99K	+4.57%
Dec 31, 2025	COZAD ASSET MANAGEMENT INC	0.13%	251.55K	18.88M	-2.07K	-0.82%
Dec 31, 2025	TRUWEALTH ADVISORS, LLC	0.13%	248.25K	18.63M	-9.82K	-3.80%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.1%	7.92M	611.6M	253.95K	+3.31%
Dec 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	4.62%	8.91M	668.72M	496.44K	+5.90%
Dec 31, 2025	LPL FINANCIAL LLC	6%	11.92M	894.4M	-1.2M	-9.12%
Dec 31, 2025	SCHWALLIER WEALTH MANAGEMENT LLC	0.19%	383.4K	29.67M	-24.59K	-6.03%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.49%	974.21K	73.11M	-198.15K	-16.90%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.54%	1.07M	80.43M	-106.13K	-9.01%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.62%	1.24M	92.87M	-354K	-22.24%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.15%	311.98K	23.41M	-8.98K	-2.80%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.16%	320.28K	24.04M	9.03K	+2.90%
Dec 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.18%	340.32K	25.54M	-9.46K	-2.70%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	379.19K	28.46M	-46.05K	-10.83%
Dec 31, 2025	FIFTH THIRD BANCORP	0.19%	369.25K	27.71M	-3.52M	-90.50%
Dec 31, 2025	BALLAST, INC.	0.19%	370.53K	27.81M	7.84K	+2.16%
Dec 31, 2025	SUMMIT WEALTH GROUP LLC / CO	0.19%	370.96K	27.84M	367.42K	+10,384.94%
Dec 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.21%	402.73K	30.23M	-23.18K	-5.44%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.21%	413.46K	31.03M	-1.67K	-0.40%
Dec 31, 2025	WEALTH MANAGEMENT RESOURCES, INC.	0.23%	438.84K	32.94M	-89.46K	-16.93%
Dec 31, 2025	SAX WEALTH ADVISORS, LLC	0.23%	449.42K	33.73M	76.37K	+20.47%
Dec 31, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.26%	525.92K	39.47M	-2.19K	-0.42%
Dec 31, 2025	JPMORGAN CHASE & CO	0.27%	536.7K	40.28M	117.6K	+28.06%
Dec 31, 2025	ALPINE BANK WEALTH MANAGEMENT	0.29%	555.05K	41.66M	7.3K	+1.33%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.29%	561.75K	42.16M	537.81K	+2,247.06%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.29%	586.8K	44.04M	178.6K	+43.75%
Dec 31, 2025	FAMILY INVESTMENT CENTER, INC.	0.32%	623.94K	46.83M	1.34K	+0.22%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.33%	641.16K	48.12M	19.54K	+3.14%
Dec 31, 2025	PARAGON CAPITAL MANAGEMENT LTD	0.38%	732.23K	54.95M	-6.29K	-0.85%
Dec 31, 2025	MADISON ASSET MANAGEMENT, LLC	0.71%	1.36M	102.25M	-86.58K	-5.98%
Dec 31, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.73%	1.46M	109.65M	113	+0.01%
Dec 31, 2025	SFMG, LLC	0.82%	1.67M	125.19M	16.57K	+1.00%
Dec 31, 2025	UBS GROUP AG	0.85%	1.69M	126.83M	17.11K	+1.02%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.97%	1.94M	145.24M	-957.54K	-33.10%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.06%	2.13M	159.73M	290.34K	+15.80%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.16%	2.31M	173.24M	38.45K	+1.69%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.26%	2.5M	187.93M	-47.79K	-1.87%
Dec 31, 2025	ROYAL BANK OF CANADA	1.32%	2.62M	196.47M	69.65K	+2.73%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	1.41%	2.8M	210.25M	80.34K	+2.95%
Dec 31, 2025	VANTAGEPOINT INVESTMENT ADVISERS LLC	1.73%	3.35M	251.2M	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.18%	4.37M	327.9M	-104.15K	-2.33%
Dec 31, 2025	MORGAN STANLEY	2.82%	5.61M	421.08M	-533.25K	-8.68%
Dec 31, 2025	CAPITAL PLANNING ADVISORS, LLC	0.23%	452.85K	33.99M	-23.13K	-4.86%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.34%	657.6K	49.35M	535.93K	+440.46%
Dec 31, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.35%	706.37K	53.01M	-4.04K	-0.57%
Dec 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.52%	1M	75.22M	-194.26K	-16.24%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.66%	1.31M	98.29M	-6.04K	-0.46%
Dec 31, 2025	FMR LLC	2.88%	5.77M	433.16M	660.07K	+12.91%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	4.28%	8.6M	645.37M	-186.91K	-2.13%
Dec 31, 2025	EVENSKY & KATZ LLC	0.38%	773.45K	58.05M	2.52K	+0.33%
Dec 31, 2025	MARINER, LLC	0.17%	336.24K	25.23M	-117.86K	-25.95%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.14%	284.85K	21.38M	2.67K	+0.95%
Dec 31, 2025	STERLING GROUP WEALTH MANAGEMENT, LLC	0.14%	271.55K	20.38M	-497	-0.18%
Dec 31, 2025	ROLLINS FINANCIAL ADVISORS, LLC	0.14%	268.93K	20.18M	10.72K	+4.15%
Dec 31, 2025	JEFFERIES FINANCIAL GROUP INC.	0.14%	270.67K	20.31M	5.79K	+2.18%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.13%	265.94K	19.96M	1.45K	+0.55%
Dec 31, 2025	UNION SAVINGS BANK	0.25%	482.05K	36.17M	482.05K	+100.00%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.45%	903.02K	67.77M	-248.94K	-21.61%
Dec 31, 2025	COMPASS ION ADVISORS, LLC	0.38%	740.99K	55.61M	22.75K	+3.17%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.44%	866.5K	65.03M	41.99K	+5.09%
Dec 31, 2025	DEMARS FINANCIAL GROUP, LLC	0.33%	639.63K	48M	28.28K	+4.63%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.57%	1.17M	85.92M	9.93K	+0.85%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.12%	240.51K	17.63M	9.81K	+4.25%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.12%	241K	17.66M	18.85K	+8.48%
Sep 30, 2025	COZAD ASSET MANAGEMENT INC	0.12%	253.62K	18.59M	2.1K	+0.83%
Sep 30, 2025	TRUWEALTH ADVISORS, LLC	0.13%	258.06K	18.91M	-1.6K	-0.62%
Sep 30, 2025	ROLLINS FINANCIAL ADVISORS, LLC	0.13%	258.22K	18.92M	-4.11K	-1.57%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.29%	4.71M	345.2M	349.17K	+8.01%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	4.26%	8.78M	643.58M	-463.35K	-5.01%
Sep 30, 2025	LPL FINANCIAL LLC	6.36%	13.11M	961.05M	1.74M	+15.32%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.34%	4.82M	353.45M	525.81K	+12.24%
Sep 30, 2025	FMR LLC	2.48%	5.11M	374.63M	-147.4K	-2.80%
Sep 30, 2025	MORGAN STANLEY	2.98%	6.14M	450.29M	-515.28K	-7.74%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.72%	7.66M	564.53M	200.73K	+2.69%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.13%	258.77K	18.97M	4.66K	+1.83%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.13%	264.49K	19.38M	56.31K	+27.05%
Sep 30, 2025	JEFFERIES FINANCIAL GROUP INC.	0.13%	264.88K	19.41M	-18.08K	-6.39%
Sep 30, 2025	STERLING GROUP WEALTH MANAGEMENT, LLC	0.13%	272.05K	19.94M	-6.07K	-2.18%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.14%	282.18K	20.68M	53.96K	+23.64%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.14%	285.83K	20.95M	24.39K	+9.33%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	311.25K	22.81M	7.95K	+2.62%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.16%	320.95K	23.52M	-4.14K	-1.27%
Sep 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.17%	349.78K	25.64M	17.77K	+5.35%
Sep 30, 2025	DAVIDSON CAPITAL MANAGEMENT INC.	0.31%	629.36K	46.13M	18.44K	+3.02%
Sep 30, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.34%	710.42K	52.07M	261.08K	+58.10%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.57%	1.18M	86.32M	-97.23K	-7.63%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.58%	1.2M	87.7M	-320.13K	-21.11%
Sep 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.71%	1.46M	107.07M	16.65K	+1.15%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.89%	1.84M	133.67M	261.99K	+16.62%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.1%	2.27M	166.36M	425.92K	+23.10%
Sep 30, 2025	ROYAL BANK OF CANADA	1.24%	2.55M	186.76M	38.08K	+1.52%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.24%	2.55M	185.34M	-239.68K	-8.59%
Sep 30, 2025	MADISON ASSET MANAGEMENT, LLC	0.7%	1.45M	106.19M	41.78K	+2.97%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.64%	1.32M	96.42M	-4.65K	-0.35%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.32%	2.72M	199.43M	52.88K	+1.98%
Sep 30, 2025	SCHWALLIER WEALTH MANAGEMENT LLC	0.2%	407.99K	29.9M	-24.6K	-5.69%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.2%	408.2K	29.92M	-228.4K	-35.88%
Sep 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	4.08%	8.41M	616.66M	370.86K	+4.61%
Sep 30, 2025	NORTHROCK PARTNERS, LLC	0.19%	385.6K	28.26M	385.28K	+117,462.20%
Sep 30, 2025	SAX WEALTH ADVISORS, LLC	0.18%	373.05K	27.34M	111.49K	+42.63%
Sep 30, 2025	BALLAST, INC.	0.18%	362.68K	26.58M	13.26K	+3.79%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.2%	415.12K	30.42M	32.56K	+8.51%
Sep 30, 2025	JPMORGAN CHASE & CO	0.2%	419.09K	30.72M	140.25K	+50.29%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	425.23K	31.17M	-15.97K	-3.62%
Sep 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.21%	425.91K	31.22M	-3.88K	-0.90%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.21%	431.33K	31.61M	-32.6K	-7.03%
Sep 30, 2025	MARINER, LLC	0.22%	454.1K	33.28M	33.46K	+7.95%
Sep 30, 2025	WEALTH MANAGEMENT RESOURCES, INC.	0.26%	528.31K	38.72M	10.01K	+1.93%
Sep 30, 2025	STERLING FINANCIAL GROUP, INC.	0.27%	554.03K	40.6M	31.83K	+6.10%
Sep 30, 2025	FIRST INTERNATIONAL BANK & TRUST	0.27%	560.12K	41.05M	-9.25K	-1.62%
Sep 30, 2025	DEMARS FINANCIAL GROUP, LLC	0.3%	611.36K	44.81M	39.21K	+6.85%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.3%	621.62K	45.56M	90.26K	+16.99%
Sep 30, 2025	FAMILY INVESTMENT CENTER, INC.	0.3%	622.6K	45.63M	8.74K	+1.42%
Sep 30, 2025	COMPASS ION ADVISORS, LLC	0.35%	718.23K	52.64M	676.33K	+1,614.16%
Sep 30, 2025	PARAGON CAPITAL MANAGEMENT LTD	0.36%	738.52K	54.13M	-13.51K	-1.80%
Sep 30, 2025	EVENSKY & KATZ LLC	0.37%	770.93K	56.5M	-500	-0.06%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.4%	2.89M	212.02M	1.04M	+56.13%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.4%	824.51K	60.43M	62.24K	+8.17%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.56%	1.15M	84.43M	512.74K	+80.21%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.77%	1.59M	116.63M	261.34K	+19.65%
Sep 30, 2025	VANTAGEPOINT INVESTMENT ADVISERS LLC	1.62%	3.35M	245.31M	3.35M	+100.00%
Sep 30, 2025	FIFTH THIRD BANCORP	1.89%	3.89M	284.87M	-363.92K	-8.56%
Sep 30, 2025	UBS GROUP AG	0.81%	1.67M	122.61M	-5.35K	-0.32%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.17%	4.47M	327.84M	603.85K	+15.61%
Sep 30, 2025	CAPITAL PLANNING ADVISORS, LLC	0.23%	475.98K	34.88M	-31.25K	-6.16%
Sep 30, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.26%	528.11K	38.71M	-4.81K	-0.90%
Sep 30, 2025	SFMG, LLC	0.8%	1.65M	121.04M	20.83K	+1.28%
Sep 30, 2025	ALPINE BANK WEALTH MANAGEMENT	0.27%	547.75K	40.14M	-255.31K	-31.79%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	441.2K	31.44M	64.32K	+17.07%
Jun 30, 2025	MORGAN STANLEY	3.33%	6.66M	474.53M	236.59K	+3.68%
Jun 30, 2025	FMR LLC	2.63%	5.26M	374.76M	570.62K	+12.17%
Jun 30, 2025	ROYAL BANK OF CANADA	1.25%	2.51M	178.87M	446.39K	+21.63%
Jun 30, 2025	SFMG, LLC	0.81%	1.63M	116.2M	10.64K	+0.66%
Jun 30, 2025	ASSETMARK, INC	0.58%	1.16M	82.59M	-71.29K	-5.79%
Jun 30, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.27%	532.92K	37.98M	-12.07K	-2.22%
Jun 30, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.22%	449.34K	32.02M	124.62K	+38.38%
Jun 30, 2025	SCHWALLIER WEALTH MANAGEMENT LLC	0.22%	432.59K	30.83M	59.47K	+15.94%
Jun 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.21%	429.79K	30.63M	13.41K	+3.22%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.93%	3.87M	275.73M	1.47M	+61.21%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.66%	1.33M	94.78M	247.44K	+22.86%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.66%	1.32M	94.08M	78.62K	+6.33%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.64%	1.28M	90.86M	-263.33K	-17.12%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.38%	762.27K	54.32M	139.49K	+22.40%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.32%	636.6K	45.36M	385.4K	+153.42%
Jun 30, 2025	DAVIDSON CAPITAL MANAGEMENT INC.	0.31%	610.92K	43.53M	4.97K	+0.82%
Jun 30, 2025	DEMARS FINANCIAL GROUP, LLC	0.29%	572.15K	40.77M	572.15K	+100.00%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.21%	427.03K	30.43M	36.75K	+9.42%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.58%	1.16M	82.83M	49.02K	+4.40%
Jun 30, 2025	PARAGON CAPITAL MANAGEMENT LTD	0.38%	752.03K	53.59M	-4.88K	-0.64%
Jun 30, 2025	FAMILY INVESTMENT CENTER, INC.	0.31%	613.85K	43.74M	12.61K	+2.10%
Jun 30, 2025	FIRST INTERNATIONAL BANK & TRUST	0.28%	569.37K	40.57M	569.37K	+100.00%
Jun 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.72%	1.44M	102.91M	37.09K	+2.64%
Jun 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	4.02%	8.04M	573.15M	319.09K	+4.13%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.73%	7.46M	538.03M	-179.35K	-2.35%
Jun 30, 2025	MADISON ASSET MANAGEMENT, LLC	0.7%	1.41M	100.28M	-20.72K	-1.45%
Jun 30, 2025	EVENSKY & KATZ LLC	0.39%	771.43K	54.97M	-12.05K	-1.54%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.32%	639.22K	45.55M	82.14K	+14.74%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.27%	531.36K	37.86M	-174.77K	-24.75%
Jun 30, 2025	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	0.67%	1.35M	95.89M	675.52K	+100.81%
Jun 30, 2025	MARINER, LLC	0.21%	420.65K	29.98M	-15.94K	-3.65%
Jun 30, 2025	SOUTHSTATE CORP	0.19%	375.91K	26.79M	-92.66K	-19.78%
Jun 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.17%	332.01K	23.66M	12.41K	+3.88%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	303.31K	21.61M	91.61K	+43.27%
Jun 30, 2025	ACT ADVISORS, LLC.	0.15%	295.83K	21.08M	-7.28K	-2.40%
Jun 30, 2025	COCO ENTERPRISES, LLC	0.14%	283.23K	20.18M	283.23K	+100.00%
Jun 30, 2025	JEFFERIES FINANCIAL GROUP INC.	0.14%	282.96K	20.16M	10K	+3.66%
Jun 30, 2025	STERLING GROUP WEALTH MANAGEMENT, LLC	0.14%	278.12K	19.82M	-119.94K	-30.13%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.14%	271.92K	19.38M	123.05K	+82.66%
Jun 30, 2025	ROLLINS FINANCIAL ADVISORS, LLC	0.13%	262.33K	18.69M	9.15K	+3.61%
Jun 30, 2025	SAX WEALTH ADVISORS, LLC	0.13%	261.55K	18.64M	242.38K	+1,264.39%
Jun 30, 2025	TRUWEALTH ADVISORS, LLC	0.13%	259.67K	18.5M	-980	-0.38%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.13%	254.11K	18.11M	9.2K	+3.76%
Jun 30, 2025	TIDEMARK, LLC	0.13%	253.26K	18.05M	16.07K	+6.78%
Jun 30, 2025	LPL FINANCIAL LLC	5.68%	11.37M	810.3M	1.33M	+13.21%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	4.62%	9.25M	658.85M	3.74M	+67.96%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.18%	4.36M	310.76M	264.2K	+6.45%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.15%	4.3M	306.19M	682.21K	+18.87%
Jun 30, 2025	FIFTH THIRD BANCORP	2.12%	4.25M	302.91M	-96.7K	-2.22%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	1.33%	2.67M	190.14M	74.01K	+2.85%
Jun 30, 2025	CAPITAL PLANNING ADVISORS, LLC	0.25%	507.23K	36.15M	-25.92K	-4.86%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.39%	2.79M	197.82M	459.89K	+19.73%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.93%	1.85M	132.03M	546.59K	+41.84%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.92%	1.84M	131.4M	161.64K	+9.61%
Jun 30, 2025	UBS GROUP AG	0.84%	1.68M	119.59M	143.47K	+9.35%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.79%	1.58M	111.59M	382.3K	+32.03%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.76%	1.52M	108.08M	106.62K	+7.56%
Jun 30, 2025	STERLING FINANCIAL GROUP, INC.	0.26%	522.2K	37.21M	522.2K	+100.00%
Jun 30, 2025	WEALTH MANAGEMENT RESOURCES, INC.	0.26%	518.3K	36.93M	5.91K	+1.15%
Jun 30, 2025		0.22%	443.58K	31.61M	443.58K	+100.00%
Jun 30, 2025	ALPINE BANK WEALTH MANAGEMENT	0.4%	803.06K	57.23M	-300.93K	-27.26%
Jun 30, 2025	UNION SAVINGS BANK	0.23%	469.55K	33.52M	32.38K	+7.41%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.23%	463.93K	33.06M	-20.17K	-4.17%
Jun 30, 2025	SUMMIT WEALTH GROUP LLC / CO	0.22%	443.58K	31.61M	443.58K	+100.00%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.63%	1.11M	73.86M	49.92K	+4.69%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.74%	1.31M	86.66M	-10.95M	-89.34%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.36%	2.4M	159.23M	897.94K	+59.77%
Mar 31, 2025	SCHWALLIER WEALTH MANAGEMENT LLC	0.21%	373.12K	24.75M	-72.94K	-16.35%
Mar 31, 2025	TRILOGY CAPITAL INC.	0.56%	993.83K	65.93M	-38.91K	-3.77%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.61%	1.08M	71.82M	-36.38K	-3.25%
Mar 31, 2025	ASSETMARK, INC	0.7%	1.23M	81.62M	697.96K	+131.11%
Mar 31, 2025	EVENSKY & KATZ LLC	0.45%	783.48K	51.98M	-13.56K	-1.70%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.19%	328.41K	21.79M	9.48K	+2.97%
Mar 31, 2025	BALLAST, INC.	0.2%	353.99K	23.48M	688	+0.19%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.68%	1.19M	78.44M	427.39K	+55.78%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.71%	1.24M	82.37M	153.99K	+14.16%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	376.88K	25M	17.73K	+4.94%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.22%	390.28K	25.89M	-80.24K	-17.05%
Mar 31, 2025	STERLING GROUP WEALTH MANAGEMENT, LLC	0.23%	398.06K	26.41M	2.82K	+0.71%
Mar 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.24%	416.39K	27.62M	41.84K	+11.17%
Mar 31, 2025	MARINER, LLC	0.25%	436.59K	28.96M	71.52K	+19.59%
Mar 31, 2025	CAPITAL PLANNING ADVISORS, LLC	0.3%	533.15K	35.37M	6.57K	+1.25%
Mar 31, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.31%	544.99K	36.15M	-15.86K	-2.83%
Mar 31, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.8%	1.41M	93.35M	-11.03M	-88.68%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.8%	1.41M	93.54M	-495.51K	-26.00%
Mar 31, 2025	MADISON ASSET MANAGEMENT, LLC	0.81%	1.43M	94.73M	105.79K	+8.00%
Mar 31, 2025	UBS GROUP AG	0.87%	1.53M	101.82M	-115.29K	-6.99%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.47%	2.59M	172.1M	700.17K	+36.97%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.05%	3.61M	239.79M	446.98K	+14.11%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.33%	4.1M	271.78M	-134.6K	-3.18%
Mar 31, 2025	UNION SAVINGS BANK	0.25%	437.17K	29M	49.04K	+12.64%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.25%	446.53K	29.62M	15.23K	+3.53%
Mar 31, 2025	SOUTHSTATE CORP	0.27%	468.57K	31.09M	468.57K	+100.00%
Mar 31, 2025	SFMG, LLC	0.92%	1.62M	107.48M	-25.3K	-1.54%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.96%	1.68M	111.6M	224.95K	+15.44%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.87%	1.54M	102.06M	255.69K	+19.93%
Mar 31, 2025	ROYAL BANK OF CANADA	1.17%	2.06M	136.91M	121.53K	+6.26%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.32%	2.33M	154.67M	444.25K	+23.54%
Mar 31, 2025	FIFTH THIRD BANCORP	2.47%	4.35M	288.41M	14.72K	+0.34%
Mar 31, 2025	FMR LLC	2.66%	4.69M	311.03M	549.53K	+13.28%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.34%	7.64M	506.88M	-523.16K	-6.41%
Mar 31, 2025	DAVIDSON CAPITAL MANAGEMENT INC.	0.34%	605.95K	40.2M	-229.27K	-27.45%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	3.13%	5.51M	365.19M	1.73M	+45.73%
Mar 31, 2025	MORGAN STANLEY	3.65%	6.42M	426.08M	946.73K	+17.29%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.28%	484.1K	32.12M	-14.37K	-2.88%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.32%	557.08K	36.96M	39.49K	+7.63%
Mar 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	4.39%	7.72M	512.41M	50.12K	+0.65%
Mar 31, 2025	LPL FINANCIAL LLC	5.7%	10.04M	666.34M	1.33M	+15.21%
Mar 31, 2025	WEALTH MANAGEMENT RESOURCES, INC.	0.29%	512.39K	33.99M	10.03K	+2.00%
Mar 31, 2025	FAMILY INVESTMENT CENTER, INC.	0.34%	601.24K	39.89M	78.77K	+15.08%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.35%	622.78K	41.32M	75.35K	+13.77%
Mar 31, 2025	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	0.38%	670.08K	44.45M	14.43K	+2.20%
Mar 31, 2025	PARAGON CAPITAL MANAGEMENT LTD	0.43%	756.91K	50.21M	-22.1K	-2.84%
Mar 31, 2025		0.63%	1.1M	73.24M	1.1M	+100.00%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.4%	706.13K	46.84M	301.57K	+74.54%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.66%	976.13K	58.98M	-37.33K	-3.68%
Mar 31, 2024	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	0.67%	935.81K	56.54M	-13.79K	-1.45%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.67%	943.59K	57.01M	528.38K	+127.26%
Mar 31, 2024	PARAGON CAPITAL MANAGEMENT LTD	0.68%	956.52K	57.79M	16.92K	+1.80%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.88%	1.31M	79.08M	156.64K	+13.59%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.12%	1.67M	100.73M	93.6K	+5.95%
Mar 31, 2024	FIRST COMMAND ADVISORY SERVICES, INC.	9.79%	13.75M	830.65M	-83.08K	-0.60%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.13%	200.8K	12.13M	55.88K	+38.56%
Mar 31, 2024	COZAD ASSET MANAGEMENT INC	0.14%	203.76K	12.31M	-2.9K	-1.40%
Mar 31, 2024	FINANCIAL SERVICES ADVISORY INC	0.14%	210.09K	12.69M	-2.97K	-1.40%
Mar 31, 2024	KWB WEALTH	0.14%	211.8K	12.8M	48.92K	+30.03%
Mar 31, 2024	JPMORGAN CHASE & CO	0.14%	213.97K	12.93M	26.99K	+14.43%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.15%	222.47K	13.44M	15.58K	+7.53%
Mar 31, 2024	TRUWEALTH ADVISORS, LLC	0.17%	250.69K	15.15M	2.29K	+0.92%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.18%	262.56K	15.86M	185.14K	+239.14%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.18%	252.54K	15.26M	-2.56K	-1.00%
Mar 31, 2024	LIDO ADVISORS, LLC	0.18%	255.39K	15.43M	-4.39K	-1.69%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.19%	290K	17.52M	27.5K	+10.48%
Mar 31, 2024	UNION SAVINGS BANK	0.2%	282.54K	17.07M	101.8K	+56.32%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.21%	293.64K	17.74M	248.66K	+552.85%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.21%	298.29K	18.02M	-113.53K	-27.57%
Mar 31, 2024	GRAVES LIGHT LENHART WEALTH, INC.	0.21%	301.25K	18.2M	14.16K	+4.93%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.23%	337.36K	20.37M	249.12K	+282.33%
Mar 31, 2024	CETERA ADVISORS LLC	0.24%	336.26K	20.32M	123.8K	+58.27%
Mar 31, 2024	BALLAST, INC.	0.25%	348.04K	21.03M	-146	-0.04%
Mar 31, 2024	DAVIDSON CAPITAL MANAGEMENT INC.	0.27%	372.51K	22.51M	29.97K	+8.75%
Mar 31, 2024	SCHWALLIER WEALTH MANAGEMENT LLC	0.29%	410.7K	24.81M	24.44K	+6.33%
Mar 31, 2024	WCG WEALTH ADVISORS LLC	0.3%	420.79K	25.42M	-85.8K	-16.94%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.31%	462.18K	27.92M	198.82K	+75.50%
Mar 31, 2024	CAPITAL PLANNING ADVISORS, LLC	0.33%	466.69K	28.2M	-8.2K	-1.73%
Mar 31, 2024	FAMILY INVESTMENT CENTER, INC.	0.34%	471.39K	28.48M	471.39K	+100.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.36%	537.24K	32.46M	-79.49K	-12.89%
Mar 31, 2024	PRIVATE CAPITAL MANAGEMENT LLC	0.39%	552.95K	33.41M	25.35K	+4.80%
Mar 31, 2024	MILESTONE INVESTMENT ADVISORS LLC	0.41%	573.22K	34.63M	62.3K	+12.19%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.45%	668.03K	40.36M	-272.79K	-29.00%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.56%	780.39K	47.15M	-385.91K	-33.09%
Mar 31, 2024	EVENSKY & KATZ LLC	0.58%	817.59K	49.4M	-5.85K	-0.71%
Mar 31, 2024	TRILOGY CAPITAL INC.	0.6%	839.19K	50.7M	13.03K	+1.58%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.65%	913.19K	55.18M	913.19K	+100.00%
Mar 31, 2024	MADISON ASSET MANAGEMENT, LLC	0.84%	1.18M	71.33M	169.63K	+16.78%
Mar 31, 2024	UBS GROUP AG	0.95%	1.42M	85.75M	145.12K	+11.39%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.14%	1.7M	102.7M	185.81K	+12.27%
Mar 31, 2024	ROYAL BANK OF CANADA	0.98%	1.46M	88.05M	20.3K	+1.41%
Mar 31, 2024	MORGAN STANLEY	2.17%	3.22M	194.74M	534.59K	+19.88%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	2.25%	3.35M	196.58M	1.23M	+58.38%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.44%	3.64M	219.75M	259.54K	+7.68%
Mar 31, 2024	ORGEL WEALTH MANAGEMENT, LLC	0.27%	378.21K	22.85M	38.93K	+11.48%
Mar 31, 2024	SFMG, LLC	1.19%	1.67M	100.76M	-24.65K	-1.46%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.55%	2.31M	139.48M	161.01K	+7.50%
Mar 31, 2024	FMR LLC	2.79%	4.15M	250.89M	-30.75K	-0.74%
Mar 31, 2024	FIFTH THIRD BANCORP	3.1%	4.62M	279.15M	4.59M	+18,094.44%
Mar 31, 2024	LPL FINANCIAL LLC	4.55%	6.78M	409.45M	201.15K	+3.06%
Mar 31, 2024	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	4.71%	6.62M	399.68M	3.12M	+89.33%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.97%	6.98M	421.62M	1.18M	+20.43%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.57%	802.14K	48.47M	-211.3K	-20.85%
Mar 31, 2024	ALASKA PERMANENT CAPITAL MANAGEMENT	0.35%	498.14K	30.1M	487.96K	+4,795.68%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.54%	801.24K	48.41M	41.41K	+5.45%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.21%	288.01K	17.4M	32.18K	+12.58%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.48%	616.73K	33.35M	144.03K	+30.47%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.6%	759.83K	41.09M	114.74K	+17.79%
Dec 31, 2023	EVENSKY & KATZ LLC	0.65%	823.44K	44.53M	-5.31K	-0.64%
Dec 31, 2023	TRILOGY CAPITAL INC.	0.65%	826.16K	44.68M	105.11K	+14.58%
Dec 31, 2023	PARAGON CAPITAL MANAGEMENT LTD	0.74%	939.6K	50.81M	12.06K	+1.30%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.74%	940.82K	50.88M	202.74K	+27.47%
Dec 31, 2023	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	0.74%	949.61K	51.35M	-13.52K	-1.40%
Dec 31, 2023	MADISON ASSET MANAGEMENT, LLC	0.79%	1.01M	54.67M	-25.55K	-2.47%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.79%	1.01M	54.81M	28.5K	+2.89%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.79%	1.01M	54.81M	-27.44K	-2.64%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.9%	1.15M	62.31M	567.15K	+96.94%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.91%	1.17M	63.07M	-66.88K	-5.42%
Dec 31, 2023	CONNECTUS WEALTH, LLC	0.99%	1.27M	68.57M	101.04K	+8.66%
Dec 31, 2023	UBS GROUP AG	1%	1.27M	68.91M	659.66K	+107.34%
Dec 31, 2023	ROYAL BANK OF CANADA	1.13%	1.44M	77.71M	35.16K	+2.51%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.19%	1.51M	81.87M	64.47K	+4.45%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.23%	1.57M	85.1M	-319.59K	-16.88%
Dec 31, 2023	SFMG, LLC	1.33%	1.69M	91.52M	-3.35K	-0.20%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.66%	2.11M	114.32M	266.44K	+14.42%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.68%	2.15M	116.14M	601.79K	+38.93%
Dec 31, 2023	MORGAN STANLEY	2.11%	2.69M	145.4M	444.37K	+19.80%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.65%	3.38M	182.65M	312.17K	+10.18%
Dec 31, 2023	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	2.74%	3.49M	188.95M	178.55K	+5.39%
Dec 31, 2023	FMR LLC	3.28%	4.18M	226.22M	82.46K	+2.01%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.54%	5.79M	313.36M	606.34K	+11.69%
Dec 31, 2023	LPL FINANCIAL LLC	5.15%	6.58M	355.61M	1.02M	+18.42%
Dec 31, 2023	FIRST COMMAND ADVISORY SERVICES, INC.	10.84%	13.83M	747.97M	6.62K	+0.05%
Dec 31, 2023	EVERGREEN CAPITAL MANAGEMENT LLC	0.18%	230.65K	12.47M	24.48K	+11.87%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.18%	231.62K	12.59M	588	+0.25%
Dec 31, 2023	TRUWEALTH ADVISORS, LLC	0.19%	248.4K	13.43M	4.22K	+1.73%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.2%	255.09K	13.8M	215.19K	+539.36%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.2%	255.84K	13.84M	26.57K	+11.59%
Dec 31, 2023	MARINER, LLC	0.2%	257.59K	13.93M	79.7K	+44.81%
Dec 31, 2023	LIDO ADVISORS, LLC	0.2%	259.78K	14.03M	-10.27K	-3.80%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.21%	262.5K	14.2M	60.7K	+30.08%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.21%	263.36K	14.24M	18.8K	+7.69%
Dec 31, 2023	GRAVES LIGHT LENHART WEALTH, INC.	0.23%	287.09K	15.53M	1.28K	+0.45%
Dec 31, 2023		0.24%	310.82K	16.81M	310.82K	+100.00%
Dec 31, 2023	ORGEL WEALTH MANAGEMENT, LLC	0.27%	339.27K	18.35M	-43.04K	-11.26%
Dec 31, 2023	DAVIDSON CAPITAL MANAGEMENT INC.	0.27%	342.54K	18.52M	342.54K	+100.00%
Dec 31, 2023	BALLAST, INC.	0.27%	348.19K	18.83M	7.85K	+2.31%
Dec 31, 2023	STERLING GROUP WEALTH MANAGEMENT, LLC	0.28%	358.51K	19.39M	-2.24K	-0.62%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.31%	389.9K	21.09M	227.3K	+139.79%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.32%	411.82K	22.27M	104.15K	+33.85%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.33%	415.21K	22.45M	58.34K	+16.35%
Dec 31, 2023	CAPITAL PLANNING ADVISORS, LLC	0.37%	474.89K	25.68M	31.34K	+7.06%
Dec 31, 2023	WCG WEALTH ADVISORS LLC	0.4%	506.59K	27.4M	-134.52K	-20.98%
Dec 31, 2023	MILESTONE INVESTMENT ADVISORS LLC	0.4%	510.92K	27.63M	29.3K	+6.08%
Dec 31, 2023	PRIVATE CAPITAL MANAGEMENT LLC	0.41%	527.6K	28.53M	62.6K	+13.46%

Frequently Asked Questions