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

Who are the major shareholders selling iShares ESG MSCI USA Leaders ETF stock?

ONE WEALTH ADVISORS, LLC, in the last quarter, reduced its stake in SUSL by -0.33% restricting it's holding to 61.6 thousand shares of worth nearly $8.18M. ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC also lessened -2.91% of the SUSL shares from its portfolio, reducing its holding to 77.74 thousand shares of worth $10.32M. SANCTUARY ADVISORS, LLC also shunned SUSL shares holding by -0.89% last quarter which brought its holding to 78.92 thousand shares worth $10.48M.

Investors who are buying SUSL stock?

As per its latest 13F filing, BLUESTEM FINANCIAL ADVISORS, LLC increased its stake in SUSL by 1.74% in the last quarter. The institutional holder raised its holding to 50.13 thousand shares having worth more than $6.65M. QUANTINNO CAPITAL MANAGEMENT LP also added 99.36% more shares of SUSL to its portfolio, raising its holding to 50.17 thousand shares of worth $6.66M. BANK OF AMERICA CORP /DE/ also increased its SUSL shares holding by 4.2% which brought its holding to 64.88 thousand shares worth $8.61M.

SUSL's major insiders: who are they?

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

Did an insider recently sell SUSL stock?

Company executives, directors, and other insiders own N/A percent of iShares ESG MSCI USA Leaders ETF's stock. Within the last six months, there have been 0 transaction(s) in which SUSL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SUSL stock?

There have been 0 transaction(s) during the past 6-months in which iShares ESG MSCI USA Leaders ETF insiders have bought stock, totalling 0 shares

How much of SUSL does insiders own?

Around 0 iShares ESG MSCI USA Leaders ETF shares are held by insiders, which represents about N/A of SUSL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SUSL?

BLUESTEM FINANCIAL ADVISORS, LLC is the largest institutional owner in SUSL which holds 50.13 thousand shares worth $6.65M or 0.59% of the total SUSL shares outstanding followed by QUANTINNO CAPITAL MANAGEMENT LP with ownership of 50.17 thousand shares representing 0.59% of the SUSL ownership. ONE WEALTH ADVISORS, LLC is the third largest stakeholder with 61.6 thousand shares or 0.72% of the ownership worth more than $8.18M.

Is iShares ESG MSCI USA Leaders 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 SUSL is concerned, it is a stock which is optionable.

Is there a short position on SUSL's shares?

Number of SUSL 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 SUSL shares are there?

As of today, null shares of SUSL are outstanding.

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

SUSL 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 SUSL is null.

iShares ESG MSCI USA Leaders ETF (SUSL) 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. BLUESTEM FINANCIAL ADVISORS, LLC is the top corporate investor, holding 50.13K shares valued at $6.65M. A 0.59% stake in iShares ESG MSCI USA Leaders ETF is owned by the company. QUANTINNO CAPITAL MANAGEMENT LP owns 50.17K shares valued at $6.66M, which translates its holding of 0.59% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	BLUESTEM FINANCIAL ADVISORS, LLC	0.59%	50.13K	6.65M	858	+1.74%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.59%	50.17K	6.66M	25.01K	+99.36%
Jun 30, 2026	ONE WEALTH ADVISORS, LLC	0.72%	61.6K	8.18M	-206	-0.33%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.76%	64.88K	8.61M	2.62K	+4.20%
Jun 30, 2026		0.82%	70.36K	9.34M	10.48K	+17.50%
Jun 30, 2026	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.91%	77.74K	10.32M	-2.33K	-2.91%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.91%	77.82K	10.33M	562	+0.73%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.92%	78.92K	10.48M	-707	-0.89%
Jun 30, 2026	TRILOGY CAPITAL INC.	0.95%	80.9K	10.74M	2.83K	+3.62%
Jun 30, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	1.01%	86.46K	11.48M	4.12K	+5.01%
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	1.7%	145.17K	19.27M	30.71K	+26.83%
Jun 30, 2026	ELLEVEST, INC.	1.91%	163.22K	21.67M	7.22K	+4.62%
Jun 30, 2026	ALLWORTH FINANCIAL LP	2.26%	193.4K	25.68M	2.59K	+1.36%
Jun 30, 2026	CREATIVE PLANNING	2.33%	198.8K	26.39M	-6.55K	-3.19%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.36%	201.36K	26.6M	-799	-0.40%
Jun 30, 2026	ROYAL BANK OF CANADA	4.46%	381.5K	50.65M	4.76K	+1.26%
Jun 30, 2026	JPMORGAN CHASE & CO	4.94%	422.64K	55.65M	-20.37K	-4.60%
Jun 30, 2026	FMR LLC	5.68%	485.26K	64.42M	29.99K	+6.59%
Jun 30, 2026	JANE STREET GROUP, LLC	0.5%	42.47K	5.64M	39.87K	+1,536.49%
Jun 30, 2026	GTS SECURITIES LLC	0.27%	23.4K	3.11M	1.18K	+5.32%
Jun 30, 2026	HB WEALTH MANAGEMENT, LLC	0.27%	23.44K	3.11M	4.39K	+23.02%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.28%	23.61K	3.13M	163	+0.70%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.29%	24.48K	3.25M	759	+3.20%
Jun 30, 2026	BFSG, LLC	0.33%	28.4K	3.77M	0	0
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.37%	31.64K	4.2M	-392	-1.22%
Jun 30, 2026	WALKNER CONDON FINANCIAL ADVISORS LLC	0.18%	15.8K	2.1M	-1.23K	-7.20%
Jun 30, 2026	KICKSTAND VENTURES, LLC.	0.2%	17.48K	2.32M	0	0
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.44%	37.6K	4.99M	37.6K	+100.00%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.47%	40.06K	5.32M	-277	-0.69%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.48%	41.38K	5.49M	-345	-0.83%
Jun 30, 2026	GEOWEALTH MANAGEMENT, LLC	0.51%	43.95K	5.83M	-7.1K	-13.91%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.57%	48.95K	6.5M	-3.05K	-5.86%
Jun 30, 2026	MISSION WEALTH MANAGEMENT, LP	0.12%	10.38K	1.38M	10.38K	+100.00%
Jun 30, 2026	AFFINITY CAPITAL ADVISORS, LLC	0.12%	10.58K	1.41M	-1.53K	-12.65%
Jun 30, 2026	CFS INVESTMENT ADVISORY SERVICES, LLC	0.18%	15.5K	2.05M	-240	-1.52%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.18%	15.75K	2.09M	-832	-5.02%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.19%	16.39K	2.18M	0	0
Jun 30, 2026	BOND & DEVICK FINANCIAL NETWORK, INC.	0.2%	17.51K	2.32M	1.46K	+9.06%
Jun 30, 2026	SNS FINANCIAL GROUP, LLC	0.21%	18.02K	2.39M	6.44K	+55.55%
Jun 30, 2026	BAILARD, INC.	0.22%	18.48K	2.45M	18.48K	+100.00%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.24%	20.91K	2.78M	0	0
Jun 30, 2026	MGO ONE SEVEN LLC	0.15%	12.64K	1.68M	0	0
Jun 30, 2026	CYPRESS WEALTH SERVICES, LLC	0.15%	13.23K	1.76M	-296	-2.19%
Jun 30, 2026	ORGEL WEALTH MANAGEMENT, LLC	0.16%	13.41K	1.78M	-124	-0.92%
Jun 30, 2026	VALUES ADDED FINANCIAL LLC	0.16%	14.05K	1.87M	-1.46K	-9.42%
Jun 30, 2026	KEEBECK WEALTH MANAGEMENT, LLC	0.18%	15.1K	2M	-72	-0.47%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	7.98%	681.99K	90.54M	-24.85K	-3.52%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.27%	23.11K	3.07M	1.47K	+6.78%
Jun 30, 2026	BANK OF ITALY	10.39%	887.78K	117.86M	0	0
Jun 30, 2026	CITIGROUP INC	0.21%	17.89K	2.38M	15.05K	+528.89%
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.18%	15.65K	2.08M	0	0
Jun 30, 2026	MATHER GROUP, LLC.	0.19%	16.14K	2.14M	-215	-1.31%
Jun 30, 2026	OMEGA FINANCIAL GROUP, LLC	0.21%	18.02K	2.39M	-766	-4.08%
Jun 30, 2026	LPL FINANCIAL LLC	0.48%	41.24K	5.47M	3.88K	+10.39%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.34%	29.22K	3.88M	760	+2.67%
Jun 30, 2026	W ADVISORS, LLC	0.55%	47.11K	6.25M	-6.19K	-11.61%
Jun 30, 2026	XENA FINANCIAL PLANNING, LLC	0.82%	70.36K	9.34M	10.48K	+17.50%
Jun 30, 2026	SAX WEALTH ADVISORS, LLC	0.18%	15.46K	1.76M	8	+0.05%
Jun 30, 2026	SK WEALTH MANAGEMENT, LLC	0.58%	49.43K	6.8M	-1.39K	-2.74%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.76%	65.76K	7.47M	65.76K	+100.00%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.89%	77.26K	8.78M	533	+0.69%
Mar 31, 2026	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.92%	80.08K	9.1M	7.44K	+10.25%
Mar 31, 2026	TRILOGY CAPITAL INC.	0.9%	78.07K	8.87M	78.07K	+100.00%
Mar 31, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.95%	82.34K	9.35M	-777	-0.93%
Mar 31, 2026	JPMORGAN CHASE & CO	5.11%	443.01K	48.84M	-827	-0.19%
Mar 31, 2026	BANK OF ITALY	10.24%	887.78K	100.85M	0	0
Mar 31, 2026	SAX WEALTH ADVISORS, LLC	0.2%	15.45K	1.87M	0	0
Mar 31, 2026	VALUES ADDED FINANCIAL LLC	0.2%	15.51K	1.76M	-3	-0.02%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.19%	16.39K	1.86M	0	0
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.19%	16.58K	1.88M	365	+2.25%
Mar 31, 2026	KICKSTAND VENTURES, LLC.	0.2%	17.48K	1.99M	-684	-3.77%
Mar 31, 2026	OMEGA FINANCIAL GROUP, LLC	0.22%	18.79K	2.13M	-2K	-9.64%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.22%	19.01K	1.8M	-102	-0.53%
Mar 31, 2026	HB WEALTH MANAGEMENT, LLC	0.22%	19.06K	2.16M	2.07K	+12.19%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.24%	20.91K	2.54M	2.97K	+16.55%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.29%	25.17K	2.86M	25.17K	+100.00%
Mar 31, 2026	BFSG, LLC	0.33%	28.4K	3.23M	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.33%	28.46K	3.24M	-1.23K	-4.13%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.37%	32.03K	3.64M	17.38K	+118.68%
Mar 31, 2026	LPL FINANCIAL LLC	0.43%	37.36K	4.24M	11.3K	+43.38%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.47%	40.33K	4.58M	-2.08K	-4.90%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.48%	41.73K	4.74M	-1.13K	-2.64%
Mar 31, 2026	SK WEALTH MANAGEMENT, LLC	0.59%	50.82K	5.85M	-328	-0.64%
Mar 31, 2026	GEOWEALTH MANAGEMENT, LLC	0.59%	51.05K	5.8M	-5.39K	-9.55%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.6%	52K	5.91M	-3.79K	-6.80%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.72%	62.54K	7.1M	62.54K	+100.00%
Mar 31, 2026		0.69%	59.88K	6.8M	18.15K	+43.51%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.92%	79.63K	9.05M	635	+0.80%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.1%	8.51K	967.21K	0	0
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.11%	8.31K	953.18K	-398	-4.57%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	9.4K	1.07M	-393	-4.01%
Mar 31, 2026	COMPASS ION ADVISORS, LLC	0.12%	9.71K	1.1M	106	+1.10%
Mar 31, 2026	SNS FINANCIAL GROUP, LLC	0.15%	11.59K	1.32M	2.74K	+31.00%
Mar 31, 2026	MGO ONE SEVEN LLC	0.15%	12.64K	1.44M	3.3K	+35.34%
Mar 31, 2026	AFFINITY CAPITAL ADVISORS, LLC	0.16%	12.11K	1.38M	1.53K	+14.44%
Mar 31, 2026	CYPRESS WEALTH SERVICES, LLC	0.17%	13.53K	1.54M	137	+1.02%
Mar 31, 2026	ORGEL WEALTH MANAGEMENT, LLC	0.17%	13.54K	1.54M	-207	-1.51%
Mar 31, 2026	KEEBECK WEALTH MANAGEMENT, LLC	0.18%	15.17K	1.72M	-88	-0.58%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.18%	15.65K	1.78M	-59	-0.38%
Mar 31, 2026	BOND & DEVICK FINANCIAL NETWORK, INC.	0.19%	16.06K	1.82M	1.56K	+10.78%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.26%	22.35K	2.54M	-1.16K	-4.92%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.25%	21.64K	2.46M	892	+4.30%
Mar 31, 2026	ELLEVEST, INC.	1.8%	156K	17.72M	7.55K	+5.08%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.27%	23.45K	2.66M	-361	-1.52%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	1.32%	114.46K	13M	14.74K	+14.78%
Mar 31, 2026	ALLWORTH FINANCIAL LP	2.2%	190.81K	21.68M	-761	-0.40%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.33%	202.16K	23.19M	-52.28K	-20.55%
Mar 31, 2026	WALKNER CONDON FINANCIAL ADVISORS LLC	0.2%	17.02K	1.93M	122	+0.72%
Mar 31, 2026	CREATIVE PLANNING	2.37%	205.36K	23.33M	2.83K	+1.40%
Mar 31, 2026	ROYAL BANK OF CANADA	4.35%	376.74K	42.8M	1.43K	+0.38%
Mar 31, 2026	FMR LLC	5.25%	455.27K	51.72M	-138.1K	-23.27%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	8.15%	706.84K	80.3M	-25.65K	-3.50%
Mar 31, 2026	CFS INVESTMENT ADVISORY SERVICES, LLC	0.18%	15.74K	1.96M	-257	-1.61%
Mar 31, 2026	MATHER GROUP, LLC.	0.19%	16.36K	1.86M	-682	-4.00%
Mar 31, 2026	GTS SECURITIES LLC	0.26%	22.22K	2.52M	22.22K	+100.00%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.26%	22.26K	2.53M	22.26K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.27%	23.72K	2.69M	-1.06K	-4.26%
Mar 31, 2026	BLUESTEM FINANCIAL ADVISORS, LLC	0.57%	49.27K	5.6M	138	+0.28%
Mar 31, 2026	W ADVISORS, LLC	0.61%	53.3K	6.05M	-3.65K	-6.41%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.72%	62.27K	7.07M	-28.38K	-31.31%
Mar 31, 2026	ONE WEALTH ADVISORS, LLC	0.71%	61.8K	7.02M	-1.32K	-2.09%
Dec 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.19%	15.71K	1.9M	-1	-0.01%
Dec 31, 2025	OMEGA FINANCIAL GROUP, LLC	0.25%	20.79K	2.52M	-1.01K	-4.65%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	9.79K	1.19M	82	+0.84%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.1%	8.51K	1.03M	-180	-2.07%
Dec 31, 2025	CSENGE ADVISORY GROUP	0.09%	8K	970.1K	6	+0.08%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.09%	7.7K	933.14K	-87	-1.12%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.09%	7.68K	931.2K	436	+6.02%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.09%	7.54K	914.95K	-174	-2.25%
Dec 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.2%	16.9K	2.05M	1.08K	+6.82%
Dec 31, 2025	MATHER GROUP, LLC.	0.2%	17.04K	2.07M	0	0
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.19%	16.22K	1.97M	-204	-1.24%
Dec 31, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.19%	16K	1.94M	-89	-0.55%
Dec 31, 2025	VALUES ADDED FINANCIAL LLC	0.18%	15.52K	1.88M	0	0
Dec 31, 2025	SAX WEALTH ADVISORS, LLC	0.18%	15.45K	1.87M	-8.94K	-36.66%
Dec 31, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.17%	14.49K	1.76M	-584	-3.87%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.17%	14.65K	1.78M	-16.44K	-52.89%
Dec 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.16%	13.74K	1.67M	-215	-1.54%
Dec 31, 2025	CYPRESS WEALTH SERVICES, LLC	0.16%	13.39K	1.62M	0	0
Dec 31, 2025	AFFINITY CAPITAL ADVISORS, LLC	0.12%	10.58K	1.28M	0	0
Dec 31, 2025	COMPASS ION ADVISORS, LLC	0.11%	9.6K	1.16M	0	0
Dec 31, 2025	FMR LLC	6.86%	593.36K	71.95M	182.91K	+44.56%
Dec 31, 2025	CREATIVE PLANNING	2.34%	202.52K	24.56M	-2.35K	-1.15%
Dec 31, 2025	GEOWEALTH MANAGEMENT, LLC	0.65%	56.44K	6.84M	-30.36K	-34.97%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.23%	19.11K	2.32M	-7.51K	-28.21%
Dec 31, 2025	KEEBECK WEALTH MANAGEMENT, LLC	0.18%	15.26K	1.85M	0	0
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.21%	17.94K	2.18M	1.39K	+8.37%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.19%	16.39K	1.99M	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	4.34%	375.31K	45.51M	-3.56K	-0.94%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3%	254.44K	31.26M	9.58K	+3.91%
Dec 31, 2025	ALLWORTH FINANCIAL LP	2.26%	191.57K	23.23M	-5.33K	-2.71%
Dec 31, 2025	ELLEVEST, INC.	1.74%	148.46K	18M	5.18K	+3.61%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	1.15%	99.72K	12.09M	21.48K	+27.46%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.05%	90.64K	10.99M	31.51K	+53.28%
Dec 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.98%	83.12K	10.08M	2.11K	+2.61%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.93%	78.99K	9.58M	-796	-1.00%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.9%	76.73K	9.3M	-1.22K	-1.57%
Dec 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.86%	72.63K	8.81M	8.47K	+13.21%
Dec 31, 2025	ONE WEALTH ADVISORS, LLC	0.74%	63.12K	7.65M	-705	-1.10%
Dec 31, 2025	BLUESTEM FINANCIAL ADVISORS, LLC	0.58%	49.13K	5.96M	-45	-0.09%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.5%	42.86K	5.2M	-1.02K	-2.33%
Dec 31, 2025		0.49%	41.72K	5.06M	41.72K	+100.00%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.49%	42.41K	5.14M	-77	-0.18%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.34%	29.68K	3.6M	-1.52K	-4.86%
Dec 31, 2025	BFSG, LLC	0.34%	28.4K	3.44M	0	0
Dec 31, 2025	LPL FINANCIAL LLC	0.3%	26.05K	3.16M	773	+3.06%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.29%	24.78K	3M	-1.09K	-4.23%
Dec 31, 2025	MGO ONE SEVEN LLC	0.11%	9.34K	1.13M	-247	-2.58%
Dec 31, 2025	SNS FINANCIAL GROUP, LLC	0.1%	8.84K	1.07M	-3.09K	-25.86%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.1%	8.71K	1.06B	-5.22K	-37.48%
Dec 31, 2025	W ADVISORS, LLC	0.67%	56.95K	6.91M	-1.5K	-2.56%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.65%	55.79K	6.77M	-5.31K	-8.69%
Dec 31, 2025	SK WEALTH MANAGEMENT, LLC	0.6%	51.15K	6.31M	-1.66K	-3.14%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.28%	23.81K	2.89M	459	+1.97%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.27%	23.51K	2.85M	-514	-2.14%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.24%	20.75K	2.52M	1.21K	+6.17%
Dec 31, 2025	BANK OF ITALY	10.48%	887.78K	107.66M	0	0
Dec 31, 2025	FRIEDENTHAL FINANCIAL	0.09%	7.28K	882.94K	-599	-7.60%
Dec 31, 2025	KICKSTAND VENTURES, LLC.	0.21%	18.17K	2.2M	0	0
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.2%	17.13K	2.08M	5.09K	+42.33%
Dec 31, 2025	HB WEALTH MANAGEMENT, LLC	0.2%	16.99K	2.06M	2.58K	+17.93%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	8.47%	732.49K	88.83M	-59.48K	-7.51%
Dec 31, 2025	JPMORGAN CHASE & CO	5.14%	443.84K	53.82M	-2.33K	-0.52%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.5%	39.34K	4.6M	-14.29K	-26.64%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.55%	43.88K	5.14M	-47	-0.11%
Sep 30, 2025	BLUESTEM FINANCIAL ADVISORS, LLC	0.62%	49.18K	5.76M	-386	-0.78%
Sep 30, 2025	SK WEALTH MANAGEMENT, LLC	0.66%	52.81K	6.23M	9.07K	+20.74%
Sep 30, 2025	BANK OF ITALY	11.18%	887.78K	103.91M	-765.41K	-46.30%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	9.97%	791.97K	92.69M	-2.69K	-0.34%
Sep 30, 2025	JPMORGAN CHASE & CO	5.62%	446.17K	52.22M	-14.47K	-3.14%
Sep 30, 2025	FMR LLC	5.17%	410.46K	48.04M	21.66K	+5.57%
Sep 30, 2025	ROYAL BANK OF CANADA	4.77%	378.88K	44.35M	16.29K	+4.49%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.08%	244.86K	28.82M	3.47K	+1.44%
Sep 30, 2025	CREATIVE PLANNING	2.58%	204.87K	23.98M	-13.1K	-6.01%
Sep 30, 2025	ALLWORTH FINANCIAL LP	2.48%	196.9K	23.05M	7.16K	+3.77%
Sep 30, 2025	ELLEVEST, INC.	1.8%	143.28K	16.77M	15.52K	+12.15%
Sep 30, 2025	GEOWEALTH MANAGEMENT, LLC	1.09%	86.79K	10.16M	-7.93K	-8.37%
Sep 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	1.02%	81K	9.48M	991	+1.24%
Sep 30, 2025	LPL FINANCIAL LLC	0.32%	25.28K	2.96M	2.08K	+8.97%
Sep 30, 2025	SAX WEALTH ADVISORS, LLC	0.31%	24.39K	2.86M	-551	-2.21%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.3%	24.02K	2.81M	1.49K	+6.63%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.29%	23.35K	2.73M	806	+3.57%
Sep 30, 2025	OMEGA FINANCIAL GROUP, LLC	0.27%	21.8K	2.55M	-525	-2.35%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.25%	19.54K	2.29M	1.23K	+6.72%
Sep 30, 2025	KICKSTAND VENTURES, LLC.	0.23%	18.17K	2.13M	-1.21K	-6.22%
Sep 30, 2025	MATHER GROUP, LLC.	0.21%	17.04K	1.99M	-215	-1.25%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.21%	16.55K	1.94M	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.21%	16.42K	1.92M	9.56K	+139.16%
Sep 30, 2025	CITADEL ADVISORS LLC	0.21%	16.41K	1.92M	8.53K	+108.34%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	16.39K	1.92M	0	0
Sep 30, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.2%	16.09K	1.92M	-106	-0.65%
Sep 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.2%	15.82K	1.85M	-3.4K	-17.67%
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.2%	15.71K	1.84M	-52	-0.33%
Sep 30, 2025	VALUES ADDED FINANCIAL LLC	0.2%	15.52K	1.82M	0	0
Sep 30, 2025	KEEBECK WEALTH MANAGEMENT, LLC	0.19%	15.26K	1.79M	0	0
Sep 30, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.19%	15.08K	1.76M	1.85K	+13.97%
Sep 30, 2025	HB WEALTH MANAGEMENT, LLC	0.18%	14.4K	1.69M	8.35K	+137.95%
Sep 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.18%	13.96K	1.63M	187	+1.36%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.18%	13.93K	1.63M	2	+0.01%
Sep 30, 2025	CYPRESS WEALTH SERVICES, LLC	0.17%	13.39K	1.57M	-186	-1.37%
Sep 30, 2025	W ADVISORS, LLC	0.74%	58.44K	6.84M	-9.75K	-14.30%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.39%	31.2K	3.57M	-243	-0.77%
Sep 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.81%	64.16K	7.51M	495	+0.78%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.98%	77.95K	9.12M	-243	-0.31%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.98%	78.23K	9.16M	900	+1.16%
Sep 30, 2025	SNS FINANCIAL GROUP, LLC	0.15%	11.93K	1.4M	-81	-0.67%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.15%	12.04K	1.41M	16	+0.13%
Sep 30, 2025	ONE WEALTH ADVISORS, LLC	0.8%	63.83K	7.47M	-1.17K	-1.80%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.34%	26.62K	3.12M	3.02K	+12.77%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.33%	25.87K	3.03M	-21K	-44.81%
Sep 30, 2025	OBSIDO OY	0.16%	12.37K	1.45M	719	+6.17%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.77%	61.1K	7.15M	3.49K	+6.05%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.74%	59.13K	6.92M	-607	-1.02%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.53%	42.49K	4.97M	28	+0.07%
Sep 30, 2025	AFFINITY CAPITAL ADVISORS, LLC	0.13%	10.58K	1.25M	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	9.71K	1.14M	-11	-0.11%
Sep 30, 2025	COMPASS ION ADVISORS, LLC	0.12%	9.6K	1.12M	0	0
Sep 30, 2025	MGO ONE SEVEN LLC	0.12%	9.58K	1.12M	-5	-0.05%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.11%	8.69K	1.02M	8.69K	+100.00%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.1%	8.12K	950.91K	-11	-0.14%
Sep 30, 2025	CSENGE ADVISORY GROUP	0.1%	7.99K	935.65K	-28	-0.35%
Sep 30, 2025	FRIEDENTHAL FINANCIAL	0.1%	7.88K	922.31K	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.1%	7.78K	910.84K	-415	-5.06%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.1%	7.72K	903.4K	31	+0.40%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.1%	7.56K	884.28K	17	+0.23%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.09%	7.24K	847.75K	0	0
Sep 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.08%	6.39K	747.53K	-93	-1.44%
Sep 30, 2025	CHARTER OAK CAPITAL MANAGEMENT, LLC	0.08%	6.24K	730.36K	0	0
Sep 30, 2025	ARIES WEALTH MANAGEMENT	0.08%	5.98K	699.46K	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	5.77K	674.99K	-81	-1.39%
Sep 30, 2025	GENTRUST, LLC	0.07%	5.68K	664.23K	0	0
Sep 30, 2025	SANCTUARY ADVISORS, LLC	1%	79.79K	9.34M	-4	-0.01%
Sep 30, 2025	BFSG, LLC	0.36%	28.4K	3.32M	-12	-0.04%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.39%	31.09K	3.64M	-657.02K	-95.48%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.1%	8.18K	886.3K	269	+3.40%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.83%	241.39K	26.42M	1.21K	+0.50%
Jun 30, 2025	MGO ONE SEVEN LLC	0.11%	9.59K	1.04M	-1.56K	-14.02%
Jun 30, 2025	COMPASS ION ADVISORS, LLC	0.11%	9.6K	1.04M	0	0
Jun 30, 2025	AFFINITY CAPITAL ADVISORS, LLC	0.12%	10.58K	1.15M	-289	-2.66%
Jun 30, 2025	SNS FINANCIAL GROUP, LLC	0.14%	12.01K	1.3M	1.1K	+10.08%
Jun 30, 2025	ELLEVEST, INC.	1.5%	127.76K	13.84M	8.42K	+7.06%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.68%	57.61K	6.24M	2.16K	+3.89%
Jun 30, 2025	ONE CAPITAL MANAGEMENT, LLC	0.09%	7.76K	840.8K	0	0
Jun 30, 2025	FRIEDENTHAL FINANCIAL	0.09%	7.88K	853.8K	-6.41K	-44.86%
Jun 30, 2025	CSENGE ADVISORY GROUP	0.09%	8.02K	830.99K	-876	-9.84%
Jun 30, 2025	ALLWORTH FINANCIAL LP	2.23%	189.74K	20.56M	1.39K	+0.74%
Jun 30, 2025		0.51%	43.74K	4.78M	961	+2.25%
Jun 30, 2025	MY LEGACY ADVISORS, LLC	0.11%	9.03K	989.74K	-271	-2.92%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.92%	78.19K	8.47M	-8.86K	-10.18%
Jun 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.94%	80.01K	8.67M	-1.77K	-2.17%
Jun 30, 2025	GEOWEALTH MANAGEMENT, LLC	1.11%	94.72K	10.26M	-16.63K	-14.93%
Jun 30, 2025	FMR LLC	4.56%	388.79K	42.13M	-32.02K	-7.61%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	9.32%	794.66K	86.1M	-15.48K	-1.91%
Jun 30, 2025	BANK OF ITALY	19.39%	1.65M	179.12M	0	0
Jun 30, 2025	ONE WEALTH ADVISORS, LLC	0.76%	65K	7.04M	-5.17K	-7.37%
Jun 30, 2025	SK WEALTH MANAGEMENT, LLC	0.51%	43.74K	4.78M	961	+2.25%
Jun 30, 2025	CREATIVE PLANNING	2.56%	217.97K	23.62M	-7.38K	-3.28%
Jun 30, 2025	ROYAL BANK OF CANADA	4.25%	362.59K	39.29M	12.09K	+3.45%
Jun 30, 2025	JPMORGAN CHASE & CO	5.4%	460.64K	49.91M	-23.32K	-4.82%
Jun 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.18%	15.76K	1.71M	-6	-0.04%
Jun 30, 2025	KICKSTAND VENTURES, LLC.	0.23%	19.37K	2.1M	-1.53K	-7.33%
Jun 30, 2025	LPL FINANCIAL LLC	0.27%	23.2K	2.51M	1.18K	+5.38%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	8.07%	688.1K	74.56M	-8.8K	-1.26%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.7%	59.74K	6.47M	-4.67K	-7.26%
Jun 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.75%	63.66K	6.9M	-1.44K	-2.22%
Jun 30, 2025	KEEBECK WEALTH MANAGEMENT, LLC	0.18%	15.26K	1.65M	-157	-1.02%
Jun 30, 2025	SAX WEALTH ADVISORS, LLC	0.29%	24.95K	2.7M	-1.12K	-4.29%
Jun 30, 2025	VALUES ADDED FINANCIAL LLC	0.18%	15.52K	1.68M	0	0
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.14%	12.02K	1.3M	15	+0.13%
Jun 30, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.16%	13.23K	1.43M	679	+5.41%
Jun 30, 2025	CYPRESS WEALTH SERVICES, LLC	0.16%	13.57K	1.47M	-16	-0.12%
Jun 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.16%	13.77K	1.49M	514	+3.88%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.16%	13.93K	1.51M	-1.22K	-8.07%
Jun 30, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.19%	16.19K	1.76M	118	+0.73%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.19%	16.39K	1.78M	0	0
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.21%	18.31K	1.98M	-1.33K	-6.76%
Jun 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.23%	19.22K	2.08M	-257	-1.32%
Jun 30, 2025	DUNCAN WILLIAMS ASSET MANAGEMENT, LLC	0.23%	19.37K	2.1M	19.37K	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.26%	22.53K	2.44M	2.49K	+12.44%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.26%	22.55K	2.44M	-179	-0.79%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.28%	23.6K	2.56M	457	+1.97%
Jun 30, 2025	BFSG, LLC	0.33%	28.42K	3.08M	10	+0.04%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.37%	31.44K	3.41M	-4.15K	-11.65%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.52%	43.93K	4.76M	230	+0.53%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.55%	46.87K	5.08M	34.67K	+284.00%
Jun 30, 2025	BLUESTEM FINANCIAL ADVISORS, LLC	0.58%	49.56K	5.37M	-2.41K	-4.64%
Jun 30, 2025	OMEGA FINANCIAL GROUP, LLC	0.26%	22.33K	2.42M	112	+0.50%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.5%	42.46K	4.6M	-60	-0.14%
Jun 30, 2025	W ADVISORS, LLC	0.8%	68.19K	7.39M	-2.07K	-2.95%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.86%	73.47K	7.96M	-17.83K	-19.52%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.91%	77.33K	8.38M	77.33K	+100.00%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.19%	16.55K	1.79M	0	0
Jun 30, 2025	MATHER GROUP, LLC.	0.2%	17.25K	1.87M	837	+5.10%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.63%	53.62K	5.81M	19.22K	+55.88%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.15%	12.21K	1.17M	-1.58K	-11.45%
Mar 31, 2025	KICKSTAND VENTURES, LLC.	0.26%	20.9K	2M	1.79K	+9.36%
Mar 31, 2025	GEOWEALTH MANAGEMENT, LLC	1.38%	111.35K	10.67M	-23.76K	-17.58%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.19%	15.57K	1.49M	15.57K	+100.00%
Mar 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.19%	15.77K	1.51M	-99	-0.62%
Mar 31, 2025	MATHER GROUP, LLC.	0.2%	16.42K	1.57M	-846	-4.90%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.24%	19.64K	1.88M	-2.91K	-12.89%
Mar 31, 2025	OMEGA FINANCIAL GROUP, LLC	0.27%	22.22K	2.13M	1.75K	+8.54%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.28%	22.73K	2.18M	2.01K	+9.71%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.29%	23.15K	2.22M	-1.82K	-7.30%
Mar 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.8%	65.11K	6.24M	5.06K	+8.42%
Mar 31, 2025	MORGAN STANLEY	0.28%	22.4K	2.15M	20.09K	+870.74%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.25%	20.04K	1.92M	8.1K	+67.81%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.68%	55.46K	5.31M	-1.12K	-1.98%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.8%	64.42K	6.17M	-4.17K	-6.08%
Mar 31, 2025	CREATIVE PLANNING	2.73%	225.36K	21.59M	13.59K	+6.42%
Mar 31, 2025	FMR LLC	5.2%	420.81K	40.32M	27.99K	+7.13%
Mar 31, 2025		0.53%	42.78K	3.8M	666	+1.58%
Mar 31, 2025	LPL FINANCIAL LLC	0.27%	22.02K	2.11M	-1.54K	-6.53%
Mar 31, 2025	ALLWORTH FINANCIAL LP	2.33%	188.35K	17.72M	1.73K	+0.93%
Mar 31, 2025	ELLEVEST, INC.	1.47%	119.34K	11.43M	8.57K	+7.73%
Mar 31, 2025	ONE WEALTH ADVISORS, LLC	0.87%	70.16K	6.72M	-11.89K	-14.49%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.54%	43.7K	4.19M	-1.5K	-3.32%
Mar 31, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.16%	12.55K	1.2M	2.82K	+29.01%
Mar 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.16%	13.26K	1.27M	1.69K	+14.57%
Mar 31, 2025	CYPRESS WEALTH SERVICES, LLC	0.17%	13.59K	1.3M	-1.85K	-11.97%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.19%	15.15K	1.46M	-1.13K	-6.94%
Mar 31, 2025	KEEBECK WEALTH MANAGEMENT, LLC	0.19%	15.42K	1.48M	-4.65K	-23.16%
Mar 31, 2025	BLUESTEM FINANCIAL ADVISORS, LLC	0.64%	51.97K	4.98M	126	+0.24%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	8.61%	696.9K	66.77M	-118.79K	-14.56%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	10.01%	810.13K	77.62M	-43.02K	-5.04%
Mar 31, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.2%	16.08K	1.54M	-1.08K	-6.27%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.2%	16.39K	1.57M	0	0
Mar 31, 2025	FRIEDENTHAL FINANCIAL	0.18%	14.29K	1.37M	0	0
Mar 31, 2025	SAX WEALTH ADVISORS, LLC	0.32%	26.06K	2.5M	-2.13K	-7.56%
Mar 31, 2025	BFSG, LLC	0.35%	28.41K	2.72M	12	+0.04%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.2%	16.55K	1.59M	0	0
Mar 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.24%	19.47K	1.87M	1.56K	+8.68%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.97%	240.18K	23.01M	5.92K	+2.53%
Mar 31, 2025	ROYAL BANK OF CANADA	4.33%	350.5K	33.58M	1.86K	+0.53%
Mar 31, 2025	JPMORGAN CHASE & CO	5.98%	483.96K	46.37M	-53.82K	-10.01%
Mar 31, 2025	BANK OF ITALY	20.42%	1.65M	158.39M	0	0
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.42%	34.4K	3.3M	-6.15K	-15.17%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.44%	35.59K	3.41M	13.25K	+59.30%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.53%	42.52K	4.07M	-1.01K	-2.31%
Mar 31, 2025	W ADVISORS, LLC	0.87%	70.26K	6.73M	0	0
Mar 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	1.01%	81.79K	7.84M	10.2K	+14.25%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	1.08%	87.06K	8.34M	2.92K	+3.47%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	1.13%	91.29K	8.75M	-19.74K	-17.78%
Mar 31, 2025	VALUES ADDED FINANCIAL LLC	0.19%	15.52K	1.49M	397	+2.63%

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