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

Who are the major shareholders selling Vanguard Russell 1000 Value ETF stock?

CAPTRUST FINANCIAL ADVISORS, in the last quarter, reduced its stake in VONV by -3.36% restricting it's holding to 328.54 thousand shares of worth nearly $34.93M. CALLAN FAMILY OFFICE, LLC also lessened -0.03% of the VONV shares from its portfolio, reducing its holding to 283.7 thousand shares of worth $30.16M. LIDO ADVISORS, LLC also shunned VONV shares holding by -0.52% last quarter which brought its holding to 277.63 thousand shares worth $29.51M.

Investors who are buying VONV stock?

As per its latest 13F filing, CETERA INVESTMENT ADVISERS increased its stake in VONV by 8.77% in the last quarter. The institutional holder raised its holding to 339.63 thousand shares having worth more than $36.11M. BAIRD FINANCIAL GROUP, INC. also added 0.58% more shares of VONV to its portfolio, raising its holding to 309.25 thousand shares of worth $32.88M. also increased its VONV shares holding by 29.72% which brought its holding to 2.36 million shares worth $251.15M.

VONV's major insiders: who are they?

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

Did an insider recently sell VONV stock?

Company executives, directors, and other insiders own N/A percent of Vanguard Russell 1000 Value ETF's stock. Within the last six months, there have been 0 transaction(s) in which VONV insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased VONV stock?

There have been 0 transaction(s) during the past 6-months in which Vanguard Russell 1000 Value ETF insiders have bought stock, totalling 0 shares

How much of VONV does insiders own?

Around 0 Vanguard Russell 1000 Value ETF shares are held by insiders, which represents about N/A of VONV stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VONV?

CETERA INVESTMENT ADVISERS is the largest institutional owner in VONV which holds 339.63 thousand shares worth $36.11M or 0.17% of the total VONV shares outstanding followed by CAPTRUST FINANCIAL ADVISORS with ownership of 328.54 thousand shares representing 0.17% of the VONV ownership. BAIRD FINANCIAL GROUP, INC. is the third largest stakeholder with 309.25 thousand shares or 0.16% of the ownership worth more than $32.88M.

Is Vanguard Russell 1000 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 VONV is concerned, it is a stock which is optionable.

Is there a short position on VONV's shares?

Number of VONV 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 VONV shares are there?

As of today, null shares of VONV are outstanding.

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

VONV 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 VONV is null.

Vanguard Russell 1000 Value ETF (VONV) 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. CETERA INVESTMENT ADVISERS is the top corporate investor, holding 339.63K shares valued at $36.11M. A 0.17% stake in Vanguard Russell 1000 Value ETF is owned by the company. CAPTRUST FINANCIAL ADVISORS owns 328.54K shares valued at $34.93M, which translates its holding of 0.17% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.17%	339.63K	36.11M	27.39K	+8.77%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.17%	328.54K	34.93M	-11.42K	-3.36%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.16%	309.25K	32.88M	1.78K	+0.58%
Jun 30, 2026	CALLAN FAMILY OFFICE, LLC	0.14%	283.7K	30.16M	-79	-0.03%
Jun 30, 2026	LIDO ADVISORS, LLC	0.14%	277.63K	29.51M	-1.46K	-0.52%
Jun 30, 2026		1.19%	2.36M	251.15M	541.27K	+29.72%
Jun 30, 2026	VERDENCE CAPITAL ADVISORS LLC	0.13%	266.19K	28.3M	-6.06K	-2.22%
Jun 30, 2026	COLONY GROUP, LLC	0.16%	318.54K	33.86M	-8.47K	-2.59%
Jun 30, 2026	WEALTH DIMENSIONS GROUP, LTD.	0.17%	331.96K	35.29M	-1.83K	-0.55%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.21%	409.36K	43.52M	132.11K	+47.65%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.27%	523.05K	55.61M	17.19K	+3.40%
Jun 30, 2026	HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC	0.32%	614.89K	65.37M	-883	-0.14%
Jun 30, 2026	OPENARC CORPORATE ADVISORY, LLC	1.22%	2.36M	251.15M	541.27K	+29.72%
Jun 30, 2026	CENTRIC WEALTH MANAGEMENT	0.13%	252.92K	27.03M	131.99K	+109.14%
Jun 30, 2026	COMMERCE BANK	0.13%	252.25K	26.82M	-23.22K	-8.43%
Jun 30, 2026	CLEARSTEAD ADVISORS, LLC	0.13%	248.04K	26.37M	-4.01K	-1.59%
Jun 30, 2026	FSM WEALTH ADVISORS, LLC	0.12%	237.34K	25.23M	1.91K	+0.81%
Jun 30, 2026	FINANCIAL SYNERGIES WEALTH ADVISORS, INC.	0.11%	217.23K	23.09M	-1.15K	-0.53%
Jun 30, 2026	WALDRON PRIVATE WEALTH LLC	0.11%	209.59K	22.28M	-5.68K	-2.64%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.49%	946.77K	100.71M	9.59K	+1.02%
Jun 30, 2026	PARKSIDE FINANCIAL BANK & TRUST	0.21%	416.23K	44.25M	17.77K	+4.46%
Jun 30, 2026	WINDWARD PRIVATE WEALTH MANAGEMENT INC.	0.16%	308.43K	32.79M	2.65K	+0.87%
Jun 30, 2026	TIAA TRUST, NATIONAL ASSOCIATION	0.29%	561K	59.64M	17.14K	+3.15%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.34%	656.47K	69.84M	90.19K	+15.93%
Jun 30, 2026	ADVENTIST HEALTH SYSTEM/ WEST	0.36%	692.8K	73.65M	0	0
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.36%	698.71K	74.28M	-25.8K	-3.56%
Jun 30, 2026	ROYAL BANK OF CANADA	0.36%	703.92K	74.83M	-4.21K	-0.59%
Jun 30, 2026	WESTHILL FINANCIAL ADVISORS, INC.	0.39%	749.56K	79.69M	-417	-0.06%
Jun 30, 2026	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.45%	865.24K	91.98M	-50.72K	-5.54%
Jun 30, 2026	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.29%	556.59K	59.17M	23.25K	+4.36%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.2%	380.97K	40.5M	27.55K	+7.80%
Jun 30, 2026	CONDOR CAPITAL MANAGEMENT	0.19%	370.07K	39.34M	-5.84K	-1.55%
Jun 30, 2026	EXCHANGE TRADED CONCEPTS, LLC	0.27%	521.73K	55.47M	66.05K	+14.49%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	512.52K	54.49M	-37.85K	-6.88%
Jun 30, 2026	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.26%	509.58K	54.17M	-2.43K	-0.48%
Jun 30, 2026	JPMORGAN CHASE & CO	0.55%	1.07M	113.74M	409.73K	+62.24%
Jun 30, 2026	BRIO CONSULTANTS, LLC	0.2%	396.71K	42.17M	9.53K	+2.46%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.19%	359.6K	38.23M	359.6K	+100.00%
Jun 30, 2026	FIFTH THIRD BANCORP	0.18%	352.16K	37.44M	-5.17K	-1.45%
Jun 30, 2026	BERNARDO WEALTH PLANNING LLC	0.18%	341.77K	36.33M	5.74K	+1.71%
Jun 30, 2026	M&T BANK CORP	0.16%	310.1K	32.97M	135.51K	+77.62%
Jun 30, 2026	UBS GROUP AG	17.08%	33.2M	3.53B	1.89M	+6.04%
Jun 30, 2026	LPL FINANCIAL LLC	13.92%	27.06M	2.88B	913.1K	+3.49%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	12.17%	23.65M	2.51B	662.01K	+2.88%
Jun 30, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	3.08%	5.98M	635.51M	193.05K	+3.34%
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	2.94%	5.72M	608.44M	-872.63K	-13.23%
Jun 30, 2026	MORGAN STANLEY	2.92%	5.69M	604.43M	-60.12K	-1.05%
Jun 30, 2026	PHOENIX HOLDINGS LTD.	1.56%	3.04M	323.11M	677K	+28.66%
Jun 30, 2026	CREATIVE PLANNING	1.42%	2.77M	294.28M	-221.18K	-7.40%
Jun 30, 2026	SAGEVIEW ADVISORY GROUP, LLC	1.42%	2.76M	293.92M	-205.05K	-6.90%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.23%	2.4M	254.77M	153.94K	+6.86%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.94%	1.82M	193.73M	253.26K	+16.14%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.92%	1.78M	189.58M	65.18K	+3.79%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.91%	1.77M	187.89M	219.23K	+14.16%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.87%	1.69M	180.11M	-674.81K	-28.48%
Jun 30, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.19%	361.45K	38.43M	-12.73K	-3.40%
Jun 30, 2026	AARON WEALTH ADVISORS LLC	0.5%	976.29K	103.79M	-110.63K	-10.18%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.53%	1.03M	110.03M	71.11K	+7.38%
Jun 30, 2026	CITIGROUP INC	0.57%	1.1M	116.89M	54.69K	+5.23%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.64%	1.24M	131.37M	59.55K	+5.06%
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	0.64%	1.24M	132.26M	50.41K	+4.22%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.79%	1.53M	163.18M	164.7K	+12.02%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.81%	1.58M	167.98M	87.65K	+5.87%
Mar 31, 2026	CREATIVE PLANNING	1.5%	2.99M	280.21M	2.92M	+3,944.76%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.13%	2.24M	210.26M	433.82K	+23.98%
Mar 31, 2026	FINANCIAL SYNERGIES WEALTH ADVISORS, INC.	0.12%	218.38K	20.47M	-2.88K	-1.30%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	1.19%	2.37M	222.07M	-315.19K	-11.74%
Mar 31, 2026	AARON WEALTH ADVISORS LLC	0.55%	1.09M	101.89M	210.37K	+24.00%
Mar 31, 2026	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.27%	533.34K	50M	168.42K	+46.15%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.6%	1.19M	111.9M	-18.51K	-1.53%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.69%	1.37M	128.44M	-91.01K	-6.23%
Mar 31, 2026	SAGEVIEW ADVISORY GROUP, LLC	1.58%	2.97M	278.39M	13.93K	+0.47%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.86%	1.72M	161.06M	60.23K	+3.63%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.79%	1.57M	147.08M	166.9K	+11.90%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.78%	1.55M	145.13M	13.28K	+0.87%
Mar 31, 2026	WINDWARD PRIVATE WEALTH MANAGEMENT INC.	0.16%	305.78K	28.66M	-3.41K	-1.10%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.15%	307.47K	28.82M	41.03K	+15.40%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.16%	312.24K	29.27M	4.53K	+1.47%
Mar 31, 2026	COLONY GROUP, LLC	0.16%	327.01K	30.65M	-40	-0.01%
Mar 31, 2026	WEALTH DIMENSIONS GROUP, LTD.	0.17%	333.78K	31.29M	2.51K	+0.76%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.17%	339.96K	31.86M	32.65K	+10.62%
Mar 31, 2026	BERNARDO WEALTH PLANNING LLC	0.17%	336.02K	31.5M	-6	0.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.18%	353.42K	33.13M	-39.13K	-9.97%
Mar 31, 2026	FIFTH THIRD BANCORP	0.18%	357.34K	33.5M	354.93K	+14,764.23%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.19%	374.19K	35.08M	-12.02K	-3.11%
Mar 31, 2026	CONDOR CAPITAL MANAGEMENT	0.19%	375.9K	35.24M	-2.87K	-0.76%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.19%	377.09K	35.35M	81.6K	+27.62%
Mar 31, 2026	BRIO CONSULTANTS, LLC	0.19%	387.18K	39.43M	12.71K	+3.40%
Mar 31, 2026	PARKSIDE FINANCIAL BANK & TRUST	0.2%	398.46K	37.35M	11.87K	+3.07%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.47%	937.18K	139.41M	67.23K	+7.73%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.48%	963.52K	90.36M	-18.45K	-1.88%
Mar 31, 2026	CITIGROUP INC	0.53%	1.04M	97.94M	-31.36K	-2.91%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.63%	1.18M	110.26M	335.78K	+39.96%
Mar 31, 2026		0.92%	1.82M	170.72M	349.07K	+23.71%
Mar 31, 2026	CALLAN FAMILY OFFICE, LLC	0.15%	283.78K	26.6M	-4.69K	-1.63%
Mar 31, 2026	LIDO ADVISORS, LLC	0.15%	279.08K	26.16M	-44.44K	-13.73%
Mar 31, 2026	COMMERCE BANK	0.15%	275.47K	25.82M	-13.94K	-4.82%
Mar 31, 2026	VERDENCE CAPITAL ADVISORS LLC	0.14%	272.25K	25.52M	-105.89K	-28.00%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.13%	252.05K	23.63M	805	+0.32%
Mar 31, 2026	FSM WEALTH ADVISORS, LLC	0.13%	235.43K	22.07M	16.74K	+7.65%
Mar 31, 2026	MARINER, LLC	0.12%	234.49K	21.98M	40.8K	+21.06%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.12%	227.99K	21.37M	57.08K	+33.40%
Mar 31, 2026	WELLINGTON MANAGEMENT GROUP LLP	0.23%	453.81K	42.54M	186.23K	+69.60%
Mar 31, 2026	EXCHANGE TRADED CONCEPTS, LLC	0.23%	455.69K	42.72M	13.62K	+3.08%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.25%	505.86K	47.42M	22.62K	+4.68%
Mar 31, 2026	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.26%	512.01K	48M	-14.31K	-2.72%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.28%	550.37K	51.59M	24.56K	+4.67%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.28%	566.28K	52.18M	278.42K	+96.72%
Mar 31, 2026	HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC	0.31%	615.77K	57.72M	5.65K	+0.93%
Mar 31, 2026	JPMORGAN CHASE & CO	0.33%	658.26K	60.45M	71.84K	+12.25%
Mar 31, 2026	ADVENTIST HEALTH SYSTEM/ WEST	0.35%	692.8K	64.94M	0	0
Mar 31, 2026	ROYAL BANK OF CANADA	0.36%	708.14K	66.38M	76.56K	+12.12%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.36%	724.52K	67.92M	-47.33K	-6.13%
Mar 31, 2026	WESTHILL FINANCIAL ADVISORS, INC.	0.38%	749.98K	70.3M	-1.69K	-0.22%
Mar 31, 2026	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.46%	915.96K	85.86M	13.4K	+1.48%
Mar 31, 2026	MORGAN STANLEY	2.89%	5.75M	538.59M	220.61K	+3.99%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	11.57%	22.99M	2.16B	-2.02M	-8.07%
Mar 31, 2026	WALDRON PRIVATE WEALTH LLC	0.12%	215.27K	20.18M	10.72K	+5.24%
Mar 31, 2026	TIAA TRUST, NATIONAL ASSOCIATION	0.27%	543.87K	50.98M	-4.18M	-88.49%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	3.32%	6.6M	618.3M	5.26M	+394.70%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.75%	1.49M	139.9M	47.59K	+3.29%
Mar 31, 2026	UBS GROUP AG	15.76%	31.31M	2.94B	28.66M	+1,080.03%
Mar 31, 2026	LPL FINANCIAL LLC	13.16%	26.15M	2.45B	14.73M	+129.03%
Mar 31, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	2.91%	5.78M	542.27M	5.78M	+100.00%
Mar 31, 2026	PHOENIX HOLDINGS LTD.	1.19%	2.36M	221.44M	0	0
Dec 31, 2025	LIDO ADVISORS, LLC	0.19%	323.52K	29.77M	-20.43K	-5.94%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.64%	2.68M	247.75M	1.87M	+227.86%
Dec 31, 2025	COMMERCE BANK	0.17%	289.41K	26.71M	-4.23K	-1.44%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	234.37K	22.27M	-6K	-2.50%
Dec 31, 2025	FSM WEALTH ADVISORS, LLC	0.13%	218.69K	20.19M	2.37K	+1.10%
Dec 31, 2025	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.13%	218.35K	20.15M	112.18K	+105.66%
Dec 31, 2025	FINANCIAL SYNERGIES WEALTH ADVISORS, INC.	0.13%	221.26K	20.42M	-1.7K	-0.76%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.71%	1.21M	111.89M	-13.99K	-1.14%
Dec 31, 2025	CITIGROUP INC	0.64%	1.08M	99.33M	31.38K	+3.00%
Dec 31, 2025	ADVENTIST HEALTH SYSTEM/ WEST	0.41%	692.8K	63.95M	0	0
Dec 31, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.23%	386.59K	35.68M	9.11K	+2.41%
Dec 31, 2025	CONDOR CAPITAL MANAGEMENT	0.22%	378.77K	34.96M	-5.04K	-1.31%
Dec 31, 2025	COMERICA BANK	0.22%	353.1K	32.59M	-4.95K	-1.38%
Dec 31, 2025	BERNARDO WEALTH PLANNING LLC	0.21%	336.03K	31.02M	62	+0.02%
Dec 31, 2025	WEALTH DIMENSIONS GROUP, LTD.	0.2%	331.28K	30.58M	11.06K	+3.45%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.83%	1.4M	129.42M	43.89K	+3.23%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.79%	1.33M	123.06M	1.33M	+100.00%
Dec 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	1.75%	2.96M	272.82M	193.6K	+7.01%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.51%	869.95K	80.3M	7.11K	+0.82%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.85%	1.44M	133.36M	64.03K	+4.64%
Dec 31, 2025		0.87%	1.47M	135.88M	1.47M	+100.00%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.89%	1.46M	134.87M	-14.23K	-0.96%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.91%	1.53M	141.67M	101.46K	+7.08%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.98%	1.66M	153.03M	24.67K	+1.51%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.07%	1.81M	166.99M	-17.01K	-0.93%
Dec 31, 2025	PHOENIX HOLDINGS LTD.	1.39%	2.36M	218.04M	-541.7K	-18.65%
Dec 31, 2025	UBS GROUP AG	1.56%	2.65M	244.91M	-97.13K	-3.53%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	2.79%	4.73M	436.28M	181.33K	+3.99%
Dec 31, 2025	MORGAN STANLEY	3.26%	5.53M	509.96M	-351.06K	-5.97%
Dec 31, 2025	LPL FINANCIAL LLC	6.75%	11.42M	1.05B	891.17K	+8.47%
Dec 31, 2025	MARINER, LLC	0.11%	193.7K	17.88M	4.53K	+2.40%
Dec 31, 2025	BALENTINE LLC	0.12%	189.19K	17.46M	-19.92K	-9.53%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.12%	200K	18.46M	200K	+100.00%
Dec 31, 2025	WALDRON PRIVATE WEALTH LLC	0.13%	204.56K	18.88M	-2.82K	-1.36%
Dec 31, 2025	BRIO CONSULTANTS, LLC	0.23%	374.47K	34.56M	28.93K	+8.37%
Dec 31, 2025	VERDENCE CAPITAL ADVISORS LLC	0.23%	378.14K	34.9M	125.49K	+49.67%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.23%	392.55K	36.23M	6K	+1.55%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.24%	386.21K	35.65M	-12.63K	-3.17%
Dec 31, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.27%	442.06K	40.8M	45.18K	+11.38%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.15%	251.25K	23.19M	-65	-0.03%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.16%	266.44K	24.59M	260.57K	+4,438.17%
Dec 31, 2025	M&T BANK CORP	0.17%	273.49K	25.24M	4.03K	+1.49%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.17%	287.86K	26.57M	152.41K	+112.51%
Dec 31, 2025	CALLAN FAMILY OFFICE, LLC	0.17%	288.47K	26.63M	288.47K	+100.00%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.18%	295.49K	27.27M	43.29K	+17.17%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.18%	307.32K	28.37M	-79.33K	-20.52%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.3%	483.24K	44.6M	9.75K	+2.06%
Dec 31, 2025	JPMORGAN CHASE & CO	0.36%	586.42K	54.13M	-2.51K	-0.43%
Dec 31, 2025	HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC	0.36%	610.12K	56.31M	5.17K	+0.86%
Dec 31, 2025	ROYAL BANK OF CANADA	0.37%	631.57K	58.29M	25.88K	+4.27%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.46%	771.85K	71.24M	4.35K	+0.57%
Dec 31, 2025	WESTHILL FINANCIAL ADVISORS, INC.	0.46%	751.67K	69.38M	5.4K	+0.72%
Dec 31, 2025	AARON WEALTH ADVISORS LLC	0.54%	876.55K	80.91M	66.23K	+8.17%
Dec 31, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.55%	902.56K	83.31M	-7.36K	-0.81%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.58%	981.97K	90.67M	150.18K	+18.05%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	14.75%	25.01M	2.31B	-3.47M	-12.18%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.18%	307.71K	28.4M	21.62K	+7.56%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.19%	319.35K	29.48M	13.31K	+4.35%
Dec 31, 2025	WINDWARD PRIVATE WEALTH MANAGEMENT INC.	0.19%	309.19K	28.54M	233	+0.08%
Dec 31, 2025	COLONY GROUP, LLC	0.19%	327.05K	30.19M	11.32K	+3.58%
Dec 31, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.22%	364.92K	33.68M	55.99K	+18.12%
Dec 31, 2025	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.31%	526.32K	48.58M	-3.8K	-0.72%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.32%	525.81K	48.53M	74.65K	+16.55%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.5%	840.28K	77.56M	-237.8K	-22.06%
Sep 30, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.18%	308.93K	27.61M	7.45K	+2.47%
Sep 30, 2025	BRIO CONSULTANTS, LLC	0.2%	345.54K	30.88M	12.63K	+3.79%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.22%	386.64K	34.55M	5.05K	+1.32%
Sep 30, 2025	JPMORGAN CHASE & CO	0.34%	588.93K	52.63M	11.7K	+2.03%
Sep 30, 2025	HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC	0.35%	604.95K	54.06M	16.77K	+2.85%
Sep 30, 2025	ROYAL BANK OF CANADA	0.35%	605.7K	54.13M	33.4K	+5.84%
Sep 30, 2025	AARON WEALTH ADVISORS LLC	0.46%	810.32K	72.42M	78.89K	+10.79%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.5%	862.84K	77.11M	21.71K	+2.58%
Sep 30, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.52%	909.92K	81.32M	35.16K	+4.02%
Sep 30, 2025	COMMERCE BANK	0.17%	293.64K	26.24M	42.67K	+17.00%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.18%	306.04K	27.35M	4.97K	+1.65%
Sep 30, 2025	COMERICA BANK	0.21%	358.05K	32M	-56.71K	-13.67%
Sep 30, 2025	CITIGROUP INC	0.6%	1.04M	93.38M	-7.92K	-0.75%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.62%	1.08M	96.4M	261.14K	+31.96%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.23%	398.83K	35.64M	-190.74K	-32.35%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.71%	1.23M	109.59M	-195.76K	-13.77%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.78%	1.36M	121.39M	-35.37K	-2.54%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.8%	1.38M	123.41M	-159.82K	-10.37%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.83%	1.43M	128.11M	33.43K	+2.39%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.85%	1.48M	131.86M	271.65K	+22.57%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.94%	1.63M	145.96M	37.42K	+2.34%
Sep 30, 2025	MACQUARIE GROUP LTD	0.97%	1.68M	149.94M	1.65M	+6,414.65%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.05%	1.83M	163.2M	-405.37K	-18.17%
Sep 30, 2025	UBS GROUP AG	1.58%	2.75M	245.82M	48.05K	+1.78%
Sep 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	1.59%	2.76M	246.86M	-17.9K	-0.64%
Sep 30, 2025	PHOENIX HOLDINGS LTD.	1.67%	2.9M	259.53M	2.9M	+100.00%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	2.62%	4.55M	406.22M	144.55K	+3.28%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	3.04%	5.28M	471.44M	4.89M	+1,284.15%
Sep 30, 2025	MORGAN STANLEY	3.38%	5.88M	525.14M	152.56K	+2.67%
Sep 30, 2025	LPL FINANCIAL LLC	6.06%	10.53M	940.81M	336.64K	+3.30%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	16.4%	28.48M	2.54B	823.79K	+2.98%
Sep 30, 2025	COLONY GROUP, LLC	0.18%	315.74K	28.22M	927	+0.29%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.06%	100.48K	8.98M	1.37K	+1.39%
Sep 30, 2025	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.06%	106.17K	9.49M	0	0
Sep 30, 2025	BRAND ASSET MANAGEMENT GROUP, INC.	0.06%	111.98K	10.01M	3.84K	+3.55%
Sep 30, 2025	HIGHLAND CAPITAL MANAGEMENT, LLC	0.07%	115.8K	10.35B	115.8K	+100.00%
Sep 30, 2025	COUNTRY CLUB BANK /GFN	0.07%	118.78K	10.59M	1.47K	+1.25%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.08%	135.46K	12.07M	13.88K	+11.41%
Sep 30, 2025	FIFTH THIRD SECURITIES, INC.	0.08%	140.89K	12.59M	1.17K	+0.84%
Sep 30, 2025	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.08%	146.2K	13.07M	23.33K	+18.99%
Sep 30, 2025	ARROWROOT FAMILY OFFICE, LLC	0.09%	148.68K	13.29M	8.12K	+5.78%
Sep 30, 2025	WALDRON PRIVATE WEALTH LLC	0.12%	207.38K	18.53M	-11.36K	-5.19%
Sep 30, 2025	BALENTINE LLC	0.12%	209.11K	18.69M	-16.68K	-7.39%
Sep 30, 2025	FSM WEALTH ADVISORS, LLC	0.12%	216.32K	19.33M	6.68K	+3.18%
Sep 30, 2025	FINANCIAL SYNERGIES WEALTH ADVISORS, INC.	0.13%	222.96K	19.93M	-1.58K	-0.70%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.14%	240.14K	21.46M	4.84K	+2.06%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	240.37K	21.58M	3.22K	+1.36%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.14%	251.31K	22.46M	-2.03K	-0.80%
Sep 30, 2025	VERDENCE CAPITAL ADVISORS LLC	0.15%	252.65K	23.01M	33.78K	+15.44%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	252.2K	22.54M	49.49K	+24.41%
Sep 30, 2025	WEALTH DIMENSIONS GROUP, LTD.	0.18%	320.22K	28.62M	11.76K	+3.81%
Sep 30, 2025	CONDOR CAPITAL MANAGEMENT	0.22%	383.81K	34.3M	4.73K	+1.25%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.27%	473.48K	42.32M	8.59K	+1.85%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.47%	818.69K	73.17M	107.57K	+15.13%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.48%	831.79K	74.14M	375.3K	+82.21%
Sep 30, 2025	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.31%	530.12K	47.38M	10.89K	+2.10%
Sep 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.23%	396.88K	35.47M	162.79K	+69.54%
Sep 30, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.22%	377.48K	33.74M	6.32K	+1.70%
Sep 30, 2025	LIDO ADVISORS, LLC	0.2%	343.95K	30.74M	7.14K	+2.12%
Sep 30, 2025	BERNARDO WEALTH PLANNING LLC	0.19%	335.97K	30.03M	1.02K	+0.30%
Sep 30, 2025	M&T BANK CORP	0.16%	269.47K	24.08M	-2.62K	-0.96%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.44%	767.5K	68.59M	-16.03K	-2.05%
Sep 30, 2025	ADVENTIST HEALTH SYSTEM/ WEST	0.4%	692.8K	61.92M	0	0
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	451.16K	40.32M	21.72K	+5.06%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.22%	386.55K	34.55M	-352.14K	-47.67%
Sep 30, 2025	WINDWARD PRIVATE WEALTH MANAGEMENT INC.	0.18%	308.95K	27.61M	8.15K	+2.71%
Sep 30, 2025	WESTHILL FINANCIAL ADVISORS, INC.	0.43%	746.26K	66.69M	28.63K	+3.99%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.16%	286.09K	25.57M	39.7K	+16.11%
Jun 30, 2025	COMMERCE BANK	0.15%	250.96K	21.38M	5.47K	+2.23%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.15%	253.34K	21.59M	-4.35K	-1.69%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.15%	246.39K	20.99M	-36.32K	-12.85%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	237.15K	20.54M	-8.57K	-3.49%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.14%	235.3K	20.05M	-10.73K	-4.36%
Jun 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.14%	234.09K	19.95M	234.09K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.12%	202.71K	17.27M	27.95K	+15.99%
Jun 30, 2025	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.07%	122.88K	10.47M	18.27K	+17.46%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.07%	121.58K	10.32M	71.26K	+141.59%
Jun 30, 2025	COUNTRY CLUB BANK /GFN	0.07%	117.31K	9.95M	-5.52K	-4.50%
Jun 30, 2025	BALENTINE LLC	0.14%	225.8K	19.24M	225.79K	+7,526,400.00%
Jun 30, 2025	FINANCIAL SYNERGIES WEALTH ADVISORS, INC.	0.13%	224.54K	19.13M	-46	-0.02%
Jun 30, 2025	VERDENCE CAPITAL ADVISORS LLC	0.13%	218.87K	18.65M	39.4K	+21.95%
Jun 30, 2025	WALDRON PRIVATE WEALTH LLC	0.13%	218.74K	18.64M	68.83K	+45.92%
Jun 30, 2025	MORGAN STANLEY	3.44%	5.72M	487.7M	-78.22K	-1.35%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	2.64%	4.4M	375M	288.64K	+7.02%
Jun 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	1.67%	2.78M	241.93M	205.46K	+7.98%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.84%	1.4M	119.29M	290.74K	+26.21%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.72%	1.2M	102.58M	183.35K	+17.97%
Jun 30, 2025	CITIGROUP INC	0.63%	1.05M	89.7M	118.19K	+12.65%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.51%	841.13K	71.67M	20.33K	+2.48%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.49%	816.94K	69.66M	-587.35K	-41.83%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.47%	783.54K	66.77M	-4.58K	-0.58%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.44%	738.7K	62.94M	-40	-0.01%
Jun 30, 2025	AARON WEALTH ADVISORS LLC	0.44%	731.43K	62.33M	11K	+1.53%
Jun 30, 2025	WESTHILL FINANCIAL ADVISORS, INC.	0.43%	717.63K	61.15M	-1.78K	-0.25%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.43%	711.12K	60.59M	127.43K	+21.83%
Jun 30, 2025	ADVENTIST HEALTH SYSTEM/ WEST	0.42%	692.8K	59.03M	0	0
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.35%	589.57K	50.24M	92.57K	+18.63%
Jun 30, 2025	JPMORGAN CHASE & CO	0.35%	577.23K	49.19M	59.78K	+11.55%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.28%	464.89K	39.61M	12.84K	+2.84%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	429.45K	36.59M	36.27K	+9.22%
Jun 30, 2025	COMERICA BANK	0.25%	414.76K	35.34M	-3.78K	-0.90%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.25%	409.97K	34.93M	90.55K	+28.35%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.23%	381.6K	32.52M	173.83K	+83.66%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.23%	381.11K	32.47M	-209.41K	-35.46%
Jun 30, 2025	CONDOR CAPITAL MANAGEMENT	0.23%	379.08K	32.3M	636	+0.17%
Jun 30, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.22%	371.16K	31.63M	18.12K	+5.13%
Jun 30, 2025	LIDO ADVISORS, LLC	0.2%	336.81K	28.7M	85.04K	+33.78%
Jun 30, 2025	BERNARDO WEALTH PLANNING LLC	0.2%	334.95K	28.54M	6.9K	+2.10%
Jun 30, 2025	BRIO CONSULTANTS, LLC	0.2%	332.9K	28.37M	332.9K	+100.00%
Jun 30, 2025	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	0.19%	316.05K	26.93M	2.95K	+0.94%
Jun 30, 2025	COLONY GROUP, LLC	0.19%	314.81K	26.82M	1.48K	+0.47%
Jun 30, 2025	WEALTH DIMENSIONS GROUP, LTD.	0.19%	308.46K	26.28M	11.3K	+3.80%
Jun 30, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.18%	301.48K	25.69M	106.73K	+54.80%
Jun 30, 2025	M&T BANK CORP	0.16%	272.08K	23.18M	29.97K	+12.38%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.85%	1.42M	101.84M	400.14K	+39.16%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.57%	955.3K	81.4M	-38.68K	-3.89%
Jun 30, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.53%	874.76K	74.54M	-3.8K	-0.43%
Jun 30, 2025	HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC	0.35%	588.18K	50.12M	3.71K	+0.63%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.18%	301.07K	25.65M	301.07K	+100.00%
Jun 30, 2025	WINDWARD PRIVATE WEALTH MANAGEMENT INC.	0.18%	300.8K	25.63M	16.28K	+5.72%
Jun 30, 2025	ARROWROOT FAMILY OFFICE, LLC	0.08%	140.56K	11.98M	140.56K	+100.00%
Jun 30, 2025	FIFTH THIRD SECURITIES, INC.	0.08%	139.73K	11.91M	-1.68K	-1.19%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.08%	138.37K	11.79M	30.45K	+28.22%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.93%	1.54M	131.28M	131.22K	+9.31%
Jun 30, 2025	FSM WEALTH ADVISORS, LLC	0.13%	209.64K	18.02M	28.91K	+15.99%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.12%	201.94K	17.21M	906	+0.45%
Jun 30, 2025	MARINER, LLC	0.11%	188.19K	16.04M	22.67K	+13.69%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.11%	175.01K	14.91B	174.34K	+25,943.75%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.09%	152.97K	13.03M	-2K	-1.29%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	16.62%	27.65M	2.36B	3.54M	+14.70%
Jun 30, 2025	LPL FINANCIAL LLC	6.12%	10.19M	868.33M	1.21M	+13.51%
Jun 30, 2025	UBS GROUP AG	1.62%	2.7M	230.28M	-16.26K	-0.60%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.34%	2.23M	190.15M	17.18K	+0.78%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.96%	1.6M	135.98M	-10.48K	-0.65%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.84%	1.39M	118.75M	112.36K	+8.77%
Jun 30, 2025	ROYAL BANK OF CANADA	0.34%	572.29K	48.77M	-146.11K	-20.34%
Jun 30, 2025	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.31%	519.24K	44.24M	43.36K	+9.11%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	456.5K	38.9M	-40.34K	-8.12%
Mar 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	1.66%	2.57M	212.51M	205.33K	+8.67%
Mar 31, 2025	CAROLINAS WEALTH CONSULTING LLC	0.17%	264.41K	21.82M	-2.07K	-0.78%
Mar 31, 2025	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.31%	475.88K	39.28M	-115.55K	-19.54%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.32%	496.83K	41.01M	255.1K	+105.53%
Mar 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.32%	497K	41.02M	41.17K	+9.03%
Mar 31, 2025	JPMORGAN CHASE & CO	0.33%	517.45K	42.71M	40.1K	+8.40%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.38%	583.7K	48.18M	60.64K	+11.59%
Mar 31, 2025	HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC	0.38%	584.47K	48.24M	15.29K	+2.69%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.66%	1.02M	84.34M	32.39K	+3.27%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.72%	1.11M	91.56M	-102.04K	-8.42%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.83%	1.28M	105.76M	60.48K	+4.95%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.91%	1.4M	115.91M	411.09K	+41.39%
Mar 31, 2025	AARON WEALTH ADVISORS LLC	0.46%	720.44K	59.46M	-36.48K	-4.82%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.48%	738.74K	60.98M	67.57K	+10.07%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.04%	1.61M	132.58M	-135.32K	-7.77%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.43%	2.21M	182.77M	-2.26K	-0.10%
Mar 31, 2025	WEALTH DIMENSIONS GROUP, LTD.	0.19%	297.16K	24.53M	10.7K	+3.74%
Mar 31, 2025	M&T BANK CORP	0.16%	242.12K	19.98M	23.12K	+10.56%
Mar 31, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.23%	353.05K	29.14M	10.33K	+3.01%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.91%	1.41M	116.34M	78.22K	+5.88%
Mar 31, 2025	UBS GROUP AG	1.75%	2.72M	224.41M	33.32K	+1.24%
Mar 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	2.65%	4.11M	339.42M	138.57K	+3.49%
Mar 31, 2025	MORGAN STANLEY	3.74%	5.8M	478.87M	318.28K	+5.80%
Mar 31, 2025	LPL FINANCIAL LLC	5.79%	8.98M	741.02M	7.45M	+488.27%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	15.55%	24.11M	1.99B	593.17K	+2.52%
Mar 31, 2025	COMMERCE BANK	0.16%	245.49K	20.26M	29.52K	+13.67%
Mar 31, 2025	NATIXIS ADVISORS, L.P.	0.16%	246.03K	20.31M	-10.14K	-3.96%
Mar 31, 2025	LIDO ADVISORS, LLC	0.16%	251.77K	20.78M	-2.59K	-1.02%
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	0.17%	257.69K	21.27M	33.23K	+14.81%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.18%	282.71K	23.33M	3.15K	+1.13%
Mar 31, 2025	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	0.2%	313.1K	25.84M	310.37K	+11,389.72%
Mar 31, 2025	COLONY GROUP, LLC	0.2%	313.33K	25.86M	2.71K	+0.87%
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.21%	319.42K	26.36M	4.26K	+1.35%
Mar 31, 2025	BERNARDO WEALTH PLANNING LLC	0.21%	328.05K	27.08M	8.45K	+2.64%
Mar 31, 2025	CONDOR CAPITAL MANAGEMENT	0.24%	378.44K	31.24M	-6.22K	-1.62%
Mar 31, 2025	COMERICA BANK	0.27%	418.54K	34.55M	2.58K	+0.62%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.29%	452.05K	37.31M	9.6K	+2.17%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.38%	590.52K	48.74M	590.52K	+100.00%
Mar 31, 2025	ADVENTIST HEALTH SYSTEM/ WEST	0.45%	692.8K	57.18M	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.46%	718.4K	59.3M	17.73K	+2.53%
Mar 31, 2025	WINDWARD PRIVATE WEALTH MANAGEMENT INC.	0.18%	284.52K	23.48M	2.29K	+0.81%
Mar 31, 2025	WESTHILL FINANCIAL ADVISORS, INC.	0.46%	719.41K	59.38M	5.38K	+0.75%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.51%	788.11K	65.05M	21.39K	+2.79%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.53%	820.8K	67.75M	52.43K	+6.82%
Mar 31, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.57%	878.56K	72.52M	6.56K	+0.75%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.66%	1.02M	84.23M	5.87K	+0.58%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.16%	245.72K	20.28M	25.5K	+11.58%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.24%	374.24K	32.26M	-84.85K	-18.48%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	393.18K	32.45M	3.42K	+0.88%
Mar 31, 2025	CITIGROUP INC	0.6%	934.56K	77.14M	-43.67K	-4.46%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.64%	993.98K	82.04M	-268.79K	-21.29%
Mar 31, 2024	COMMERCE BANK	0.12%	157.53K	12.39M	41.52K	+35.79%
Mar 31, 2024	JPMORGAN CHASE & CO	0.43%	569.82K	44.81M	163.35K	+40.19%
Mar 31, 2024	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.78%	956.33K	75.21M	17.66K	+1.88%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.83%	1.02M	80.42M	-57	-0.01%
Mar 31, 2024	CITIGROUP INC	0.84%	1.11M	87.32M	6.93K	+0.63%
Mar 31, 2024	LPL FINANCIAL LLC	0.88%	1.16M	90.98M	-66.99K	-5.47%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.91%	1.12M	87.71M	1.12M	+100.00%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.92%	1.13M	88.61M	85.56K	+8.22%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	1.28%	1.7M	133.32M	-41.8K	-2.41%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.7%	2.24M	176.27M	-715	-0.03%
Mar 31, 2024	TIAA TRUST, NATIONAL ASSOCIATION	2.97%	3.65M	287.07M	268.3K	+7.93%
Mar 31, 2024	NATIXIS ADVISORS, L.P.	0.16%	201.03K	15.81M	201.03K	+100.00%
Mar 31, 2024	CARY STREET PARTNERS ASSET MANAGEMENT LLC	0.17%	213.54K	16.79M	5.13K	+2.46%
Mar 31, 2024	PARKSIDE FINANCIAL BANK & TRUST	0.2%	241.72K	19.01M	2.51K	+1.05%
Mar 31, 2024	WEALTH DIMENSIONS GROUP, LTD.	0.2%	244.15K	19.2M	-115	-0.05%
Mar 31, 2024	BERNARDO WEALTH PLANNING LLC	0.2%	247.21K	19.44M	21.16K	+9.36%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	253.6K	19.94M	7.43K	+3.02%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.21%	276.57K	21.75M	-35.49K	-11.37%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.21%	259.57K	20.41M	23.13K	+9.78%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.22%	264.27K	20.78M	-16.48K	-5.87%
Mar 31, 2024	WINDWARD PRIVATE WEALTH MANAGEMENT INC.	0.22%	270.24K	21.25M	-5.63K	-2.04%
Mar 31, 2024	CAROLINAS WEALTH CONSULTING LLC	0.22%	273.41K	21.5M	3.73K	+1.38%
Mar 31, 2024	COLONY GROUP, LLC	0.23%	282.28K	22.2M	-12.93K	-4.38%
Mar 31, 2024	PEGASUS PARTNERS LTD.	0.23%	285.14K	22.42M	-4.38K	-1.51%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.23%	288.02K	22.65M	186.99K	+185.09%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.3%	363.27K	28.57M	-31.4K	-7.96%
Mar 31, 2024	CONDOR CAPITAL MANAGEMENT	0.31%	378.32K	29.75M	-390	-0.10%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.31%	411.12K	32.33M	11.8K	+2.96%
Mar 31, 2024	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.31%	386.01K	30.36M	-2.54K	-0.65%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.32%	387.7K	30.49M	-6.08K	-1.54%
Mar 31, 2024	COMERICA BANK	0.32%	417.93K	32.87M	-10.7K	-2.50%
Mar 31, 2024	SEQUOIA FINANCIAL ADVISORS, LLC	0.32%	396.19K	31.16M	15.36K	+4.03%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.38%	498.38K	39.19M	253.6K	+103.61%
Mar 31, 2024	HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC	0.38%	464.15K	36.5M	6.83K	+1.49%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.41%	537.19K	42.24M	-145.18K	-21.28%
Mar 31, 2024	CRESTONE ASSET MANAGEMENT LLC	0.44%	546.07K	42.94M	39.44K	+7.78%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.46%	570.3K	44.85M	164.8K	+40.64%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.51%	669.08K	52.62M	262.95K	+64.74%
Mar 31, 2024	ROYAL BANK OF CANADA	0.52%	685.44K	53.9M	22.31K	+3.36%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.55%	731.65K	57.56M	83.84K	+12.94%
Mar 31, 2024	ADVENTIST HEALTH SYSTEM/ WEST	0.56%	692.8K	54.48M	0	0
Mar 31, 2024	WESTHILL FINANCIAL ADVISORS, INC.	0.57%	696.06K	54.74M	20K	+2.96%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.11%	142.52K	11.21M	27.27K	+23.66%
Mar 31, 2024	M&T BANK CORP	0.11%	147.42K	11.59M	24.17K	+19.61%
Mar 31, 2024	VERDENCE CAPITAL ADVISORS LLC	0.11%	148.19K	11.65M	-150.6K	-50.40%
Mar 31, 2024	FIRST HAWAIIAN BANK	0.12%	152.65K	12M	0	0
Mar 31, 2024	FSM WEALTH ADVISORS, LLC	0.12%	160.01K	12.58M	16.2K	+11.27%
Mar 31, 2024	WALDRON PRIVATE WEALTH LLC	0.13%	174.26K	13.7M	-33.54K	-16.14%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.14%	187.41K	14.74M	-8.22K	-4.20%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.14%	190.17K	14.95M	-12.79K	-6.30%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.17%	205.11K	16.13M	102.94K	+100.75%
Mar 31, 2024	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.18%	221.12K	17.39M	0	0
Mar 31, 2024	FINANCIAL SYNERGIES WEALTH ADVISORS, INC.	0.19%	238.03K	18.72M	-23.29K	-8.91%
Mar 31, 2024	AARON WEALTH ADVISORS LLC	0.59%	727.6K	57.22M	12.52K	+1.75%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.6%	790.11K	62.13M	-114.19K	-12.63%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.68%	896.47K	70.5M	-38.39K	-4.11%
Mar 31, 2024	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.77%	940.54K	73.96M	78.3K	+9.08%
Mar 31, 2024	MORGAN STANLEY	3.29%	4.35M	342.39M	125.01K	+2.96%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	14.31%	18.92M	1.49B	-403.87K	-2.09%
Dec 31, 2023	MORGAN STANLEY	3.44%	4.23M	306.76M	473.87K	+12.62%
Dec 31, 2023	CARY STREET PARTNERS ASSET MANAGEMENT LLC	0.17%	208.4K	15.12M	-4K	-1.88%
Dec 31, 2023	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.18%	221.12K	16.04M	221.12K	+100.00%
Dec 31, 2023	BERNARDO WEALTH PLANNING LLC	0.18%	226.05K	16.4M	26.39K	+13.22%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.19%	236.44K	16.91M	-23.72K	-9.12%
Dec 31, 2023	PARKSIDE FINANCIAL BANK & TRUST	0.19%	239.21K	17.35M	9.52K	+4.14%
Dec 31, 2023	WEALTH DIMENSIONS GROUP, LTD.	0.2%	244.26K	17.72M	173	+0.07%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.2%	244.78K	17.76M	71.45K	+41.22%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.2%	246.17K	17.86M	-461.81K	-65.23%
Dec 31, 2023	CAROLINAS WEALTH CONSULTING LLC	0.22%	269.68K	19.56M	24.47K	+9.98%
Dec 31, 2023	WINDWARD PRIVATE WEALTH MANAGEMENT INC.	0.22%	275.87K	20.01M	17.09K	+6.61%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.23%	280.75K	20.37M	3.19K	+1.15%
Dec 31, 2023	PEGASUS PARTNERS LTD.	0.24%	289.51K	21M	-93.97K	-24.50%
Dec 31, 2023	VERDENCE CAPITAL ADVISORS LLC	0.24%	298.79K	21.67M	163.06K	+120.13%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.25%	312.06K	22.64M	-16.85K	-5.12%
Dec 31, 2023	CONDOR CAPITAL MANAGEMENT	0.31%	378.71K	27.47M	-1.14K	-0.30%
Dec 31, 2023	SEQUOIA FINANCIAL ADVISORS, LLC	0.31%	380.84K	27.63M	45.02K	+13.41%
Dec 31, 2023	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.32%	388.55K	28.19M	-2.28K	-0.58%
Dec 31, 2023		0.19%	229.81K	16.67M	229.81K	+100.00%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.32%	394.67K	28.63M	39.73K	+11.19%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.32%	399.32K	28.97M	73.14K	+22.42%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.33%	405.5K	29.42M	27.02K	+7.14%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.33%	406.14K	29.46M	-12.43K	-2.97%
Dec 31, 2023	JPMORGAN CHASE & CO	0.33%	406.47K	29.49M	88.54K	+27.85%
Dec 31, 2023	COMERICA BANK	0.35%	428.64K	31.09M	8.59K	+2.04%
Dec 31, 2023	HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC	0.37%	457.33K	33.17M	15.94K	+3.61%
Dec 31, 2023	CRESTONE ASSET MANAGEMENT LLC	0.41%	506.64K	36.75M	7.96K	+1.60%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.53%	647.81K	46.97M	73.99K	+12.89%
Dec 31, 2023	ROYAL BANK OF CANADA	0.54%	663.13K	48.1M	14.05K	+2.16%
Dec 31, 2023	WESTHILL FINANCIAL ADVISORS, INC.	0.55%	676.06K	49.04M	6.64K	+0.99%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.56%	682.37K	49.5M	-52.72K	-7.17%
Dec 31, 2023	ADVENTIST HEALTH SYSTEM/ WEST	0.56%	692.8K	50.26M	0	0
Dec 31, 2023	AARON WEALTH ADVISORS LLC	0.58%	715.08K	51.87M	25.57K	+3.71%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	15.72%	19.33M	1.4B	1.7M	+9.64%
Dec 31, 2023	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.7%	862.25K	62.55M	-25.62K	-2.89%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.74%	904.3K	65.6M	-7.95K	-0.87%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.76%	934.86K	67.81M	26.91K	+2.96%
Dec 31, 2023	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.76%	938.67K	68.09M	-52.03K	-5.25%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.83%	1.02M	74.19M	36.94K	+3.75%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.85%	1.04M	75.53M	-13.52K	-1.28%
Dec 31, 2023	CITIGROUP INC	0.9%	1.1M	80.04M	-5.15K	-0.46%
Dec 31, 2023	LPL FINANCIAL LLC	1%	1.22M	88.78M	-952.43K	-43.76%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	1.41%	1.74M	126.01M	27.9K	+1.63%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.82%	2.24M	162.64M	59.43K	+2.72%
Dec 31, 2023	SAGEVIEW ADVISORY GROUP, LLC	1.91%	2.35M	172.55M	422.82K	+21.92%
Dec 31, 2023	UBS GROUP AG	2.13%	2.62M	189.77M	558.71K	+27.16%

Frequently Asked Questions