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About N/A of shares are held by financial institutions. GATEWAY WEALTH PARTNERS, LLC is the top corporate investor, holding 26.47K shares valued at $1.53M. A 0.28% stake in Inspire 100 ETF is owned by the company. TULSA WEALTH ADVISORS, INC owns 27.53K shares valued at $1.59M, which translates its holding of 0.29% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | GATEWAY WEALTH PARTNERS, LLC | 0.28% | 26.47K | 1.53M | -18.13K | -40.65% |
| Jun 30, 2026 | TULSA WEALTH ADVISORS, INC | 0.29% | 27.53K | 1.59M | 1.96K | +7.68% |
| Jun 30, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.2% | 18.6K | 1.08M | 6.29K | +51.07% |
| Jun 30, 2026 | DELTA INVESTMENT MANAGEMENT, LLC | 0.21% | 19.95K | 1.15M | 12.02K | +151.36% |
| Jun 30, 2026 | FIDUCIARY ALLIANCE LLC | 0.22% | 20.38K | 1.18M | -44 | -0.22% |
| Jun 30, 2026 | HARVEST INVESTMENT SERVICES, LLC | 0.22% | 21.1K | 1.22M | -1.95K | -8.47% |
| Jun 30, 2026 | ROYAL BANK OF CANADA | 0.22% | 21.17K | 1.23M | 250 | +1.20% |
| Jun 30, 2026 | HARBOUR INVESTMENTS, INC. | 0.23% | 21.99K | 1.27M | 1.93K | +9.64% |
| Jun 30, 2026 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.24% | 22.76K | 1.32M | 4.2K | +22.62% |
| Jun 30, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.28% | 26.11K | 1.51M | 10.02K | +62.23% |
| Jun 30, 2026 | J.W. COLE ADVISORS, INC. | 0.28% | 26.18K | 1.52M | 2.02K | +8.37% |
| Jun 30, 2026 | DISCIPLINE WEALTH SOLUTIONS, LLC | 0.17% | 13.63K | 788.85K | 13.63K | +100.00% |
| Jun 30, 2026 | ONEASCENT WEALTH MANAGEMENT LLC | 0.16% | 13.59K | 786.76K | -3.27K | -19.38% |
| Jun 30, 2026 | WHITAKER-MYERS WEALTH MANAGERS, LTD. | 0.16% | 13.47K | 779.63K | 236 | +1.78% |
| Jun 30, 2026 | SANCTUARY ADVISORS, LLC | 0.16% | 13.14K | 760.55K | -1.16K | -8.10% |
| Jun 30, 2026 | GOLDSTONE FINANCIAL GROUP, LLC | 0.16% | 13.13K | 759.85K | 13.13K | +100.00% |
| Jun 30, 2026 | SRS CAPITAL ADVISORS, INC. | 0.15% | 12.6K | 729K | 5.81K | +85.68% |
| Jun 30, 2026 | PRINCIPAL SECURITIES, INC. | 0.15% | 12.15K | 703.01K | 4.42K | +57.29% |
| Jun 30, 2026 | LASALLE ST. INVESTMENT ADVISORS, LLC | 0.14% | 11.5K | 665.68K | -113 | -0.97% |
| Jun 30, 2026 | MONEYWISE, INC. | 0.46% | 43.25K | 2.5M | -58.12K | -57.33% |
| Jun 30, 2026 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 0.41% | 38.41K | 2.22M | -1.2K | -3.02% |
| Jun 30, 2026 | ONEASCENT FINANCIAL SERVICES LLC | 1.27% | 120.21K | 6.96M | -444 | -0.37% |
| Jun 30, 2026 | LVZ, INC. | 1.14% | 108.26K | 6.27M | -495 | -0.46% |
| Jun 30, 2026 | INSPIRE INVESTING, LLC | 1.03% | 97.87K | 5.66M | 2.75K | +2.89% |
| Jun 30, 2026 | PAX FINANCIAL GROUP, LLC | 0.85% | 80.58K | 4.66M | 430 | +0.54% |
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.35% | 33.09K | 1.92M | 2.8K | +9.24% |
| Jun 30, 2026 | OPTIVISE ADVISORY SERVICES LLC | 0.33% | 31.52K | 1.82M | 31.52K | +100.00% |
| Jun 30, 2026 | WORTHPOINTE, LLC | 0.39% | 36.9K | 2.14M | -5.57K | -13.12% |
| Jun 30, 2026 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 1.88% | 177.49K | 10.27M | 16.46K | +10.22% |
| Jun 30, 2026 | VALUES FIRST ADVISORS, INC. | 0.17% | 13.76K | 796.41K | -782 | -5.38% |
| Jun 30, 2026 | INDEPENDENT FINANCIAL GROUP, LLC | 0.15% | 14.5K | 839.43K | 1.79K | +14.06% |
| Jun 30, 2026 | KEEL POINT, LLC | 0.18% | 17.21K | 995.94K | -84 | -0.49% |
| Jun 30, 2026 | JOHNSON INVESTMENT COUNSEL INC | 0.18% | 17.48K | 1.01M | -2K | -10.25% |
| Jun 30, 2026 | ALPHASTAR CAPITAL MANAGEMENT, LLC | 0.39% | 37.25K | 2.16M | 1.29K | +3.58% |
| Jun 30, 2026 | RAYMOND JAMES FINANCIAL INC | 0.41% | 38.92K | 2.25M | 6.38K | +19.59% |
| Jun 30, 2026 | TWO SIGMA INVESTMENTS, LP | 0.44% | 41.5K | 2.4M | 4.5K | +12.16% |
| Jun 30, 2026 | EVERSOURCE WEALTH ADVISORS, LLC | 0.51% | 48.19K | 2.79M | -386 | -0.79% |
| Jun 30, 2026 | JONES FINANCIAL COMPANIES LLLP | 0.58% | 54.91K | 3.08M | 21.54K | +64.53% |
| Jun 30, 2026 | SILVER OAK SECURITIES, INCORPORATED | 0.67% | 63.01K | 3.65M | 164 | +0.26% |
| Jun 30, 2026 | STRATEGIC EQUITY MANAGEMENT | 0.75% | 71.24K | 4.12M | -135.36K | -65.52% |
| Jun 30, 2026 | SIMPLICITY WEALTH,LLC | 0.16% | 14.78K | 855.47K | 14.78K | +100.00% |
| Jun 30, 2026 | VICUS CAPITAL | 0.19% | 17.61K | 1.02M | 554 | +3.25% |
| Jun 30, 2026 | ENVESTNET ASSET MANAGEMENT INC | 0.56% | 52.8K | 3.06M | 16.15K | +44.06% |
| Jun 30, 2026 | REVISOR WEALTH MANAGEMENT LLC | 0.6% | 56.41K | 3.27M | -5.8K | -9.32% |
| Jun 30, 2026 | TURNING POINT BENEFIT GROUP, INC. | 0.78% | 74.02K | 4.24M | 32.75K | +79.35% |
| Jun 30, 2026 | CETERA INVESTMENT ADVISERS | 0.79% | 74.84K | 4.33M | -8.15K | -9.82% |
| Jun 30, 2026 | SUMMIT WEALTH GROUP LLC / CO | 0.85% | 80.78K | 4.68M | 480 | +0.60% |
| Jun 30, 2026 | LPL FINANCIAL LLC | 6.11% | 578.09K | 33.46M | 116.24K | +25.17% |
| Jun 30, 2026 | BARE FINANCIAL SERVICES, INC | 1.76% | 166.57K | 9.64M | -4.69K | -2.74% |
| Jun 30, 2026 | COLONY GROUP, LLC | 1.4% | 132.09K | 7.65M | -2.47K | -1.84% |
| Jun 30, 2026 | GENEOS WEALTH MANAGEMENT INC. | 0.59% | 55.47K | 3.21M | 5.33K | +10.63% |
| Jun 30, 2026 | FRONTIER ASSET MANAGEMENT, LLC | 0.22% | 20.53K | 1.19M | 4.73K | +29.91% |
| Jun 30, 2026 | CREATIVE FINANCIAL DESIGNS INC /ADV | 5.41% | 512.05K | 29.64M | 433.25K | +549.78% |
| Jun 30, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.42% | 39.71K | 2.3M | -7.76K | -16.34% |
| Jun 30, 2026 | STERLING INVESTMENT ADVISORS, LTD. | 0.18% | 16.7K | 966.6K | 0 | 0 |
| Jun 30, 2026 | BROOKSTONE CAPITAL MANAGEMENT | 0.17% | 16.15K | 934.7K | 16.15K | +100.00% |
| Jun 30, 2026 | INSPIRE ADVISORS, LLC | 12.83% | 1.21M | 70.16M | 27.42K | +2.31% |
| Jun 30, 2026 | 1.32% | 124.7K | 7.22M | 850 | +0.69% | |
| Jun 30, 2026 | ATRIA INVESTMENTS, INC | 0.17% | 13.73K | 794.81K | 13.73K | +100.00% |
| Jun 30, 2026 | FOCUS FINANCIAL NETWORK, INC. | 0.22% | 20.68K | 1.2M | 1.03K | +5.22% |
| Mar 31, 2026 | CWM, LLC | 1.6% | 146.8K | 6.92M | -49.32K | -25.15% |
| Mar 31, 2026 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 1.76% | 161.03K | 7.6M | 13.23K | +8.95% |
| Mar 31, 2026 | AMERITAS INVESTMENT PARTNERS, INC. | 0.13% | 9.45K | 445.38K | 0 | 0 |
| Mar 31, 2026 | AE WEALTH MANAGEMENT LLC | 0.13% | 9.62K | 453.79K | 581 | +6.42% |
| Mar 31, 2026 | CYNDEO WEALTH PARTNERS, LLC | 0.13% | 9.66K | 455.49K | 4.96K | +105.36% |
| Mar 31, 2026 | FARTHER FINANCE ADVISORS, LLC | 0.15% | 10.84K | 516.9K | 9.55K | +736.50% |
| Mar 31, 2026 | RKL WEALTH MANAGEMENT LLC | 0.15% | 11.39K | 537.02K | -248 | -2.13% |
| Mar 31, 2026 | LASALLE ST. INVESTMENT ADVISORS, LLC | 0.16% | 11.61K | 547.64K | -67 | -0.57% |
| Mar 31, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.17% | 12.31K | 580.53K | 668 | +5.74% |
| Mar 31, 2026 | INDEPENDENT FINANCIAL GROUP, LLC | 0.17% | 12.58K | 593.29K | 12.58K | +100.00% |
| Mar 31, 2026 | FIRST HEARTLAND CONSULTANTS, INC. | 0.18% | 13.2K | 622.51K | -6.43K | -32.74% |
| Mar 31, 2026 | WHITAKER-MYERS WEALTH MANAGERS, LTD. | 0.18% | 13.23K | 623.98K | -210 | -1.56% |
| Mar 31, 2026 | SANCTUARY ADVISORS, LLC | 0.19% | 14.3K | 674.15K | -5.16K | -26.52% |
| Mar 31, 2026 | VALUES FIRST ADVISORS, INC. | 0.19% | 14.54K | 685.67K | -274 | -1.85% |
| Mar 31, 2026 | XY PLANNING NETWORK, INC. | 0.2% | 14.77K | 704.16K | -214 | -1.43% |
| Mar 31, 2026 | PRIVATE ADVISOR GROUP, LLC | 0.2% | 14.84K | 699.83K | 251 | +1.72% |
| Mar 31, 2026 | FRONTIER ASSET MANAGEMENT, LLC | 0.21% | 15.81K | 745.27K | 2.94K | +22.82% |
| Mar 31, 2026 | GOLDMAN SACHS GROUP INC | 0.22% | 16.15K | 761.38K | 16.15K | +100.00% |
| Mar 31, 2026 | RONALD BLUE TRUST, INC. | 0.21% | 19.44K | 916.5K | 0 | 0 |
| Mar 31, 2026 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.86% | 78.8K | 3.72M | -188.04K | -70.47% |
| Mar 31, 2026 | FOCUS FINANCIAL NETWORK, INC. | 0.21% | 19.66K | 930.76K | 1.95K | +11.04% |
| Mar 31, 2026 | 0.28% | 25.57K | 1.21M | 25.57K | +100.00% | |
| Mar 31, 2026 | EVERSOURCE WEALTH ADVISORS, LLC | 0.53% | 48.58K | 2.29M | -39.03K | -44.55% |
| Mar 31, 2026 | GENEOS WEALTH MANAGEMENT INC. | 0.55% | 50.15K | 2.36M | -13.96K | -21.77% |
| Mar 31, 2026 | ENVESTNET ASSET MANAGEMENT INC | 0.4% | 36.65K | 1.73M | 565 | +1.57% |
| Mar 31, 2026 | ALPHASTAR CAPITAL MANAGEMENT, LLC | 0.39% | 35.97K | 1.7M | -731 | -1.99% |
| Mar 31, 2026 | JONES FINANCIAL COMPANIES LLLP | 0.36% | 33.37K | 1.55M | 16.24K | +94.82% |
| Mar 31, 2026 | GOLDEN STATE EQUITY PARTNERS | 0.2% | 18.39K | 867.23K | -1.26K | -6.40% |
| Mar 31, 2026 | ONEASCENT WEALTH MANAGEMENT LLC | 0.18% | 16.86K | 794.99K | 1.7K | +11.24% |
| Mar 31, 2026 | PAX FINANCIAL GROUP, LLC | 0.87% | 80.15K | 3.78M | 252 | +0.32% |
| Mar 31, 2026 | SUMMIT WEALTH GROUP LLC / CO | 0.88% | 80.3K | 3.79M | 5.05K | +6.71% |
| Mar 31, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.22% | 16.09K | 758.83K | 871 | +5.72% |
| Mar 31, 2026 | BARE FINANCIAL SERVICES, INC | 1.87% | 171.26K | 8.07M | -7.7K | -4.30% |
| Mar 31, 2026 | VICUS CAPITAL | 0.19% | 17.05K | 804.03K | -19.07K | -52.79% |
| Mar 31, 2026 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.88% | 81.09K | 3.82M | 12.72K | +18.60% |
| Mar 31, 2026 | CETERA INVESTMENT ADVISERS | 0.91% | 82.99K | 3.91M | 2.29K | +2.84% |
| Mar 31, 2026 | STRATEGIC EQUITY MANAGEMENT | 2.25% | 206.61K | 9.74M | -83.16K | -28.70% |
| Mar 31, 2026 | LPL FINANCIAL LLC | 5.04% | 461.84K | 21.78M | 14.49K | +3.24% |
| Mar 31, 2026 | INSPIRE ADVISORS, LLC | 12.94% | 1.19M | 55.94M | 114.71K | +10.70% |
| Mar 31, 2026 | REVISOR WEALTH MANAGEMENT LLC | 0.68% | 62.21K | 2.95M | -2.19K | -3.41% |
| Mar 31, 2026 | KEEL POINT, LLC | 0.19% | 17.29K | 815.27K | -889 | -4.89% |
| Mar 31, 2026 | INSPIRE INVESTING, LLC | 1.04% | 95.12K | 4.48M | -15.48K | -14.00% |
| Mar 31, 2026 | GTS SECURITIES LLC | 0.91% | 83.02K | 3.91M | 83.02K | +100.00% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.33% | 30.29K | 1.43M | -1.68K | -5.26% |
| Mar 31, 2026 | RMG WEALTH MANAGEMENT LLC | 0.3% | 27.92K | 1.48M | 27.92K | +100.00% |
| Mar 31, 2026 | JOHNSON INVESTMENT COUNSEL INC | 0.21% | 19.48K | 918.25K | 19.48K | +100.00% |
| Mar 31, 2026 | STERLING INVESTMENT ADVISORS, LTD. | 0.18% | 16.7K | 787.41K | -500 | -2.91% |
| Mar 31, 2026 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 0.43% | 39.6K | 1.87M | 269 | +0.68% |
| Mar 31, 2026 | INDEPENDENT ADVISOR ALLIANCE | 0.41% | 37.95K | 1.79M | 37.95K | +100.00% |
| Mar 31, 2026 | HARBOUR INVESTMENTS, INC. | 0.22% | 20.05K | 945.51K | 11.37K | +130.87% |
| Mar 31, 2026 | TURNING POINT BENEFIT GROUP, INC. | 0.45% | 41.27K | 1.66M | -16.69K | -28.80% |
| Mar 31, 2026 | TWO SIGMA INVESTMENTS, LP | 0.4% | 37K | 1.74M | -7.8K | -17.41% |
| Mar 31, 2026 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.2% | 18.56K | 875.3K | 208 | +1.13% |
| Mar 31, 2026 | FIDUCIARY ALLIANCE LLC | 0.22% | 20.42K | 1.04M | -20.17K | -49.69% |
| Mar 31, 2026 | ROYAL BANK OF CANADA | 0.23% | 20.92K | 986K | -223 | -1.05% |
| Mar 31, 2026 | CITADEL ADVISORS LLC | 0.24% | 21.85K | 1.03M | 15.34K | +235.99% |
| Mar 31, 2026 | HARVEST INVESTMENT SERVICES, LLC | 0.25% | 23.05K | 1.09M | -6.86K | -22.94% |
| Mar 31, 2026 | J.W. COLE ADVISORS, INC. | 0.26% | 24.16K | 1.14M | -98 | -0.40% |
| Mar 31, 2026 | SILVER OAK SECURITIES, INCORPORATED | 0.69% | 62.84K | 2.96M | -7.64K | -10.84% |
| Mar 31, 2026 | WORTHPOINTE, LLC | 0.46% | 42.48K | 2M | -10.7K | -20.13% |
| Mar 31, 2026 | GATEWAY WEALTH PARTNERS, LLC | 0.49% | 44.59K | 2.1M | 20.26K | +83.26% |
| Mar 31, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.52% | 47.47K | 2.24M | -1.12K | -2.31% |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 0.35% | 32.55K | 1.53M | -439 | -1.33% |
| Mar 31, 2026 | MONEYWISE, INC. | 1.11% | 101.37K | 4.78M | -32.43K | -24.24% |
| Mar 31, 2026 | LVZ, INC. | 1.19% | 108.76K | 5.13M | -41.55K | -27.64% |
| Mar 31, 2026 | ONEASCENT FINANCIAL SERVICES LLC | 1.32% | 120.66K | 5.69M | 15.84K | +15.11% |
| Mar 31, 2026 | COLONY GROUP, LLC | 1.47% | 134.56K | 6.34M | -2.56K | -1.87% |
| Dec 31, 2025 | AE WEALTH MANAGEMENT LLC | 0.12% | 9.04K | 408.13K | -32 | -0.35% |
| Dec 31, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 1.16% | 87.61K | 3.95M | 881 | +1.02% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 5.87% | 447.35K | 20.19M | 29.27K | +7.00% |
| Dec 31, 2025 | WORTHPOINTE, LLC | 0.71% | 53.18K | 2.4M | 53.18K | +100.00% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.65% | 48.59K | 2.19M | -5K | -9.33% |
| Dec 31, 2025 | TWO SIGMA INVESTMENTS, LP | 0.59% | 44.8K | 2.02M | 20.7K | +85.89% |
| Dec 31, 2025 | SUMMIT WEALTH GROUP LLC / CO | 1% | 75.25K | 3.4M | 75.25K | +100.00% |
| Dec 31, 2025 | PAX FINANCIAL GROUP, LLC | 1.06% | 79.89K | 3.61M | 1.52K | +1.93% |
| Dec 31, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.24% | 18.36K | 828.41K | 1.2K | +7.01% |
| Dec 31, 2025 | RONALD BLUE TRUST, INC. | 0.26% | 19.44K | 877.24K | -2.59K | -11.76% |
| Dec 31, 2025 | SANCTUARY ADVISORS, LLC | 0.26% | 19.46K | 878.17K | -1.56K | -7.41% |
| Dec 31, 2025 | BLUEPRINT INVESTMENT PARTNERS LLC | 0.27% | 20.56K | 927.8K | -285 | -1.37% |
| Dec 31, 2025 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 0.52% | 39.34K | 1.78M | 87 | +0.22% |
| Dec 31, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.85% | 64.1K | 2.89M | 4.63K | +7.78% |
| Dec 31, 2025 | REVISOR WEALTH MANAGEMENT LLC | 0.86% | 64.4K | 3.1M | -989 | -1.51% |
| Dec 31, 2025 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.91% | 68.37K | 3.09M | 12.09K | +21.49% |
| Dec 31, 2025 | XY PLANNING NETWORK, INC. | 0.2% | 14.98K | 676.15K | -626 | -4.01% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.2% | 15.22K | 687.01K | 15.22K | +100.00% |
| Dec 31, 2025 | STERLING INVESTMENT ADVISORS, LTD. | 0.23% | 17.2K | 776.24K | 0 | 0 |
| Dec 31, 2025 | JONES FINANCIAL COMPANIES LLLP | 0.23% | 17.13K | 773.05K | 4.84K | +39.38% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 1.07% | 80.7K | 3.64M | 7.81K | +10.71% |
| Dec 31, 2025 | MONEYWISE, INC. | 1.78% | 133.8K | 6.04M | 70.9K | +112.71% |
| Dec 31, 2025 | COLONY GROUP, LLC | 1.83% | 137.12K | 6.19M | -1.57K | -1.13% |
| Dec 31, 2025 | FIRST HEARTLAND CONSULTANTS, INC. | 0.26% | 19.63K | 885.84K | -3.44K | -14.92% |
| Dec 31, 2025 | GOLDEN STATE EQUITY PARTNERS | 0.26% | 19.65K | 886.85K | 310 | +1.60% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.28% | 21.14K | 954K | 3.49K | +19.77% |
| Dec 31, 2025 | J.W. COLE ADVISORS, INC. | 0.32% | 24.26K | 1.09M | 700 | +2.97% |
| Dec 31, 2025 | GATEWAY WEALTH PARTNERS, LLC | 0.32% | 24.33K | 1.1M | 59 | +0.24% |
| Dec 31, 2025 | HARVEST INVESTMENT SERVICES, LLC | 0.4% | 29.91K | 1.35M | -500 | -1.64% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.42% | 31.97K | 1.44M | 229 | +0.72% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.44% | 32.99K | 1.49M | -20.71K | -38.57% |
| Dec 31, 2025 | CENTAURUS FINANCIAL, INC. | 0.47% | 35.66K | 1.61M | 2.3K | +6.90% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.48% | 36.09K | 1.63M | 5.3K | +17.20% |
| Dec 31, 2025 | FRONTIER ASSET MANAGEMENT, LLC | 0.17% | 12.87K | 580.74K | -4.4K | -25.48% |
| Dec 31, 2025 | WHITAKER-MYERS WEALTH MANAGERS, LTD. | 0.18% | 13.44K | 606.74K | -239 | -1.75% |
| Dec 31, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.19% | 14.59K | 658.52K | 851 | +6.19% |
| Dec 31, 2025 | FOCUS FINANCIAL NETWORK, INC. | 0.24% | 17.7K | 798.94K | 1.7K | +10.62% |
| Dec 31, 2025 | KEEL POINT, LLC | 0.24% | 18.18K | 820.46K | -138 | -0.75% |
| Dec 31, 2025 | VICUS CAPITAL | 0.48% | 36.12K | 1.63M | 944 | +2.68% |
| Dec 31, 2025 | ALPHASTAR CAPITAL MANAGEMENT, LLC | 0.49% | 36.7K | 1.66M | -603 | -1.62% |
| Dec 31, 2025 | LVZ, INC. | 1.97% | 150.31K | 6.78M | -275 | -0.18% |
| Dec 31, 2025 | AMERITAS INVESTMENT PARTNERS, INC. | 0.12% | 9.45K | 426.3K | 202 | +2.19% |
| Dec 31, 2025 | RKL WEALTH MANAGEMENT LLC | 0.15% | 11.64K | 525.21K | 1.95K | +20.10% |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.16% | 11.64K | 525.49K | 1.77K | +17.94% |
| Dec 31, 2025 | BARE FINANCIAL SERVICES, INC | 2.35% | 178.96K | 8.08M | -27.84K | -13.46% |
| Dec 31, 2025 | CWM, LLC | 2.6% | 196.12K | 8.85M | 9.39K | +5.03% |
| Dec 31, 2025 | CREATIVE FINANCIAL DESIGNS INC /ADV | 3.54% | 266.84K | 12.04M | 33.33K | +14.28% |
| Dec 31, 2025 | FIDUCIARY ALLIANCE LLC | 0.54% | 40.59K | 1.83M | -24.15K | -37.30% |
| Dec 31, 2025 | TURNING POINT BENEFIT GROUP, INC. | 0.77% | 57.96K | 2.62M | 8.04K | +16.11% |
| Dec 31, 2025 | ONEASCENT FINANCIAL SERVICES LLC | 1.38% | 104.82K | 4.73M | -1.51K | -1.42% |
| Dec 31, 2025 | INSPIRE INVESTING, LLC | 1.47% | 110.6K | 4.99M | -1.7K | -1.52% |
| Dec 31, 2025 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 1.97% | 147.79K | 6.67M | 35.37K | +31.46% |
| Dec 31, 2025 | INSPIRE ADVISORS, LLC | 14.31% | 1.07M | 48.36M | 23.24K | +2.22% |
| Dec 31, 2025 | STRATEGIC EQUITY MANAGEMENT | 3.8% | 289.77K | 13.08M | 166.51K | +135.09% |
| Dec 31, 2025 | SILVER OAK SECURITIES, INCORPORATED | 0.94% | 70.48K | 3.21M | 1.64K | +2.38% |
| Dec 31, 2025 | ONEASCENT WEALTH MANAGEMENT LLC | 0.2% | 15.16K | 684.03K | 2.47K | +19.47% |
| Dec 31, 2025 | VALUES FIRST ADVISORS, INC. | 0.2% | 14.82K | 668.66K | 3.95K | +36.40% |
| Dec 31, 2025 | HARBOUR INVESTMENTS, INC. | 0.11% | 8.69K | 392.01K | 179 | +2.10% |
| Dec 31, 2025 | VALMARK ADVISERS, INC. | 0.11% | 8.49K | 382.98K | 0 | 0 |
| Dec 31, 2025 | PRINCIPAL SECURITIES, INC. | 0.11% | 8.2K | 369.98K | 2.45K | +42.70% |
| Dec 31, 2025 | DELTA INVESTMENT MANAGEMENT, LLC | 0.1% | 7.84K | 353.66K | -670 | -7.88% |
| Dec 31, 2025 | 0.1% | 7.83K | 353.46K | -3.21K | -29.06% | |
| Sep 30, 2025 | SANCTUARY ADVISORS, LLC | 0.28% | 21.02K | 933.75K | -4.89K | -18.87% |
| Sep 30, 2025 | SILVER OAK SECURITIES, INCORPORATED | 0.91% | 68.84K | 3.06M | 18.24K | +36.06% |
| Sep 30, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.18% | 13.74K | 610.52K | 163 | +1.20% |
| Sep 30, 2025 | FOCUS FINANCIAL NETWORK, INC. | 0.21% | 16K | 712.83K | 7.51K | +88.38% |
| Sep 30, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.23% | 17.15K | 762.14K | 2.23K | +14.92% |
| Sep 30, 2025 | STERLING INVESTMENT ADVISORS, LTD. | 0.23% | 17.2K | 764.2K | 0 | 0 |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.23% | 17.65K | 784K | -120 | -0.68% |
| Sep 30, 2025 | FIRST HEARTLAND CONSULTANTS, INC. | 0.3% | 23.07K | 1.03M | -384 | -1.64% |
| Sep 30, 2025 | J.W. COLE ADVISORS, INC. | 0.31% | 23.56K | 1.05M | -236 | -0.99% |
| Sep 30, 2025 | TWO SIGMA INVESTMENTS, LP | 0.32% | 24.1K | 1.07M | 24.1K | +100.00% |
| Sep 30, 2025 | RMG WEALTH MANAGEMENT LLC | 0.37% | 28.15K | 1.26M | -15.87K | -36.06% |
| Sep 30, 2025 | HARVEST INVESTMENT SERVICES, LLC | 0.4% | 30.41K | 1.35M | -14.95K | -32.96% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.41% | 30.79K | 1.37M | -12.39K | -28.69% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.42% | 31.74K | 1.38M | -90 | -0.28% |
| Sep 30, 2025 | VICUS CAPITAL | 0.46% | 35.18K | 1.56M | -872 | -2.42% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.71% | 53.59K | 2.38M | -5.87K | -9.87% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.71% | 53.7K | 2.39M | 190 | +0.36% |
| Sep 30, 2025 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.74% | 56.28K | 2.5M | 46.8K | +494.13% |
| Sep 30, 2025 | ARETE WEALTH ADVISORS, LLC | 0.15% | 11.01K | 489K | -208 | -1.86% |
| Sep 30, 2025 | LASALLE ST. INVESTMENT ADVISORS, LLC | 0.14% | 10.94K | 486K | -55 | -0.50% |
| Sep 30, 2025 | VALUES FIRST ADVISORS, INC. | 0.14% | 10.86K | 482.63K | -1.33K | -10.89% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.13% | 9.87K | 439K | -2.84K | -22.35% |
| Sep 30, 2025 | RKL WEALTH MANAGEMENT LLC | 0.13% | 9.69K | 430.53K | 2.14K | +28.29% |
| Sep 30, 2025 | AMERITAS INVESTMENT PARTNERS, INC. | 0.12% | 9.24K | 410.7K | 396 | +4.48% |
| Sep 30, 2025 | AE WEALTH MANAGEMENT LLC | 0.12% | 9.08K | 403.21K | -2.79K | -23.51% |
| Sep 30, 2025 | HARBOUR INVESTMENTS, INC. | 0.11% | 8.51K | 377.97K | 1.77K | +26.22% |
| Sep 30, 2025 | DELTA INVESTMENT MANAGEMENT, LLC | 0.11% | 8.51K | 377.92K | 2.06K | +31.98% |
| Sep 30, 2025 | CWM, LLC | 2.47% | 186.73K | 8.3M | 1.41K | +0.76% |
| Sep 30, 2025 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 1.49% | 112.43K | 5M | 22.36K | +24.82% |
| Sep 30, 2025 | INSPIRE INVESTING, LLC | 1.48% | 112.3K | 4.99M | -3.21K | -2.78% |
| Sep 30, 2025 | ONEASCENT FINANCIAL SERVICES LLC | 1.4% | 106.33K | 4.72M | -19.67K | -15.61% |
| Sep 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 1.15% | 86.73K | 3.85M | 3.09K | +3.70% |
| Sep 30, 2025 | REVISOR WEALTH MANAGEMENT LLC | 0.86% | 65.39K | 2.93M | 1.69K | +2.65% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.96% | 72.89K | 3.24M | 25.27K | +53.06% |
| Sep 30, 2025 | LVZ, INC. | 1.99% | 150.58K | 6.69M | -457 | -0.30% |
| Sep 30, 2025 | COLONY GROUP, LLC | 1.83% | 138.7K | 6.16M | -710 | -0.51% |
| Sep 30, 2025 | STRATEGIC EQUITY MANAGEMENT | 1.63% | 123.26K | 5.48M | -4.27K | -3.35% |
| Sep 30, 2025 | PAX FINANCIAL GROUP, LLC | 1.04% | 78.38K | 3.48M | -3.55K | -4.33% |
| Sep 30, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.79% | 59.48K | 2.64M | 1.31K | +2.26% |
| Sep 30, 2025 | MONEYWISE, INC. | 0.83% | 62.9K | 2.79M | 1K | +1.62% |
| Sep 30, 2025 | STRAIGHT PATH WEALTH MANAGEMENT | 0.26% | 20K | 229.75K | 20K | +100.00% |
| Sep 30, 2025 | BLUEPRINT INVESTMENT PARTNERS LLC | 0.28% | 20.84K | 926.04K | 20.84K | +100.00% |
| Sep 30, 2025 | GOLDMAN SACHS GROUP INC | 0.33% | 25.12K | 1.12M | 25.12K | +100.00% |
| Sep 30, 2025 | GATEWAY WEALTH PARTNERS, LLC | 0.32% | 24.27K | 1.08M | 24.27K | +100.00% |
| Sep 30, 2025 | OPTIVISE ADVISORY SERVICES LLC | 0.31% | 23.73K | 1.05M | -1.68K | -6.61% |
| Sep 30, 2025 | XY PLANNING NETWORK, INC. | 0.21% | 15.61K | 645.09K | 0 | 0 |
| Sep 30, 2025 | LIFEGUIDE FINANCIAL ADVISORS, LLC | 0.7% | 52.79K | 2.19M | 154 | +0.29% |
| Sep 30, 2025 | TURNING POINT BENEFIT GROUP, INC. | 0.66% | 49.92K | 2.23M | -6.19K | -11.03% |
| Sep 30, 2025 | ALPHASTAR CAPITAL MANAGEMENT, LLC | 0.49% | 37.3K | 1.66M | -212 | -0.57% |
| Sep 30, 2025 | CENTAURUS FINANCIAL, INC. | 0.44% | 33.35K | 1.48M | -157 | -0.47% |
| Sep 30, 2025 | INSPIRE ADVISORS, LLC | 13.85% | 1.05M | 46.58M | 23.23K | +2.27% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 5.52% | 418.09K | 18.58M | 46.8K | +12.60% |
| Sep 30, 2025 | CREATIVE FINANCIAL DESIGNS INC /ADV | 3.09% | 233.51K | 10.37M | 7.31K | +3.23% |
| Sep 30, 2025 | BARE FINANCIAL SERVICES, INC | 2.73% | 206.8K | 9.19M | -201.03K | -49.29% |
| Sep 30, 2025 | FRONTIER ASSET MANAGEMENT, LLC | 0.23% | 17.27K | 767.25K | -623 | -3.48% |
| Sep 30, 2025 | KEEL POINT, LLC | 0.24% | 18.32K | 813.87K | -1.92K | -9.46% |
| Sep 30, 2025 | RONALD BLUE TRUST, INC. | 0.29% | 22.03K | 978.7K | -311 | -1.39% |
| Sep 30, 2025 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 0.52% | 39.25K | 1.74M | -77 | -0.20% |
| Sep 30, 2025 | WHITAKER-MYERS WEALTH MANAGERS, LTD. | 0.18% | 13.68K | 607.92K | 21 | +0.15% |
| Sep 30, 2025 | GOLDEN STATE EQUITY PARTNERS | 0.26% | 19.34K | 859.32K | -938 | -4.63% |
| Sep 30, 2025 | FIDUCIARY ALLIANCE LLC | 0.86% | 64.73K | 2.88M | -2.68K | -3.98% |
| Sep 30, 2025 | ONEASCENT WEALTH MANAGEMENT LLC | 0.17% | 12.69K | 563.69K | 4.1K | +47.71% |
| Sep 30, 2025 | 0.15% | 11.04K | 490.51K | -15.32K | -58.12% | |
| Sep 30, 2025 | JONES FINANCIAL COMPANIES LLLP | 0.16% | 12.29K | 541.45K | 2.33K | +23.37% |
| Jun 30, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.76% | 58.17K | 2.4M | 27.11K | +87.28% |
| Jun 30, 2025 | INSPIRE ADVISORS, LLC | 13.34% | 1.03M | 42.37M | 81.64K | +8.65% |
| Jun 30, 2025 | BARE FINANCIAL SERVICES, INC | 5.31% | 407.82K | 16.86M | -16.15K | -3.81% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 4.83% | 371.29K | 15.35M | -38.05K | -9.30% |
| Jun 30, 2025 | REVISOR WEALTH MANAGEMENT LLC | 0.83% | 63.7K | 2.67M | 468 | +0.74% |
| Jun 30, 2025 | COLONY GROUP, LLC | 1.81% | 139.41K | 5.76M | -33.3K | -19.28% |
| Jun 30, 2025 | INSPIRE INVESTING, LLC | 1.5% | 115.51K | 4.77M | 1.11K | +0.97% |
| Jun 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 1.09% | 83.63K | 3.46M | -1.41K | -1.66% |
| Jun 30, 2025 | PAX FINANCIAL GROUP, LLC | 1.07% | 81.92K | 3.39M | -20.26K | -19.83% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.7% | 53.51K | 2.21M | 713 | +1.35% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.56% | 43.17K | 1.78M | 12.98K | +43.01% |
| Jun 30, 2025 | CENTAURUS FINANCIAL, INC. | 0.44% | 33.51K | 1.39M | 9.58K | +40.01% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.41% | 31.83K | 1.32M | 2.76K | +9.51% |
| Jun 30, 2025 | WHITAKER-MYERS WEALTH MANAGERS, LTD. | 0.18% | 13.66K | 564.66K | -553 | -3.89% |
| Jun 30, 2025 | CREATIVE FINANCIAL DESIGNS INC /ADV | 2.94% | 226.2K | 9.35M | 189.09K | +509.66% |
| Jun 30, 2025 | CWM, LLC | 2.41% | 185.31K | 7.66M | 4.8K | +2.66% |
| Jun 30, 2025 | LVZ, INC. | 1.97% | 151.04K | 6.24M | -5.05K | -3.24% |
| Jun 30, 2025 | STIFEL FINANCIAL CORP | 1.76% | 135.35K | 5.59M | 25.14K | +22.81% |
| Jun 30, 2025 | STRATEGIC EQUITY MANAGEMENT | 1.66% | 127.53K | 5.27M | -20.84K | -14.05% |
| Jun 30, 2025 | GOLDEN STATE EQUITY PARTNERS | 0.26% | 20.28K | 838.13K | -6.31K | -23.74% |
| Jun 30, 2025 | KEEL POINT, LLC | 0.26% | 20.23K | 836.23K | -93 | -0.46% |
| Jun 30, 2025 | FRONTIER ASSET MANAGEMENT, LLC | 0.23% | 17.89K | 739.49K | -158 | -0.88% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.23% | 17.77K | 735K | 1.14K | +6.84% |
| Jun 30, 2025 | XY PLANNING NETWORK, INC. | 0.2% | 15.61K | 645.09K | -14 | -0.09% |
| Jun 30, 2025 | FIDUCIARY ALLIANCE LLC | 0.88% | 67.42K | 2.79M | 1.29K | +1.95% |
| Jun 30, 2025 | MONEYWISE, INC. | 0.81% | 61.9K | 2.56M | -10.37K | -14.35% |
| Jun 30, 2025 | LIFEGUIDE FINANCIAL ADVISORS, LLC | 0.68% | 52.64K | 2.18M | 1.08K | +2.10% |
| Jun 30, 2025 | SILVER OAK SECURITIES, INCORPORATED | 0.66% | 50.59K | 2.09M | 38.59K | +321.48% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.62% | 47.62K | 1.97M | 133 | +0.28% |
| Jun 30, 2025 | HARVEST INVESTMENT SERVICES, LLC | 0.59% | 45.36K | 1.87M | 1.98K | +4.56% |
| Jun 30, 2025 | 0.34% | 26.36K | 1.09M | -13.48K | -33.84% | |
| Jun 30, 2025 | ALPHASTAR CAPITAL MANAGEMENT, LLC | 0.49% | 37.51K | 1.55M | -1.81K | -4.59% |
| Jun 30, 2025 | WEALTHCARE ADVISORY PARTNERS LLC | 0.48% | 37.06K | 1.53M | -129 | -0.35% |
| Jun 30, 2025 | VICUS CAPITAL | 0.47% | 36.05K | 1.49M | 3.95K | +12.31% |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.38% | 29.01K | 1.2M | -2.93K | -9.16% |
| Jun 30, 2025 | AVANTAX ADVISORY SERVICES, INC. | 0.37% | 28.12K | 1.16M | -820 | -2.83% |
| Jun 30, 2025 | J.W. COLE ADVISORS, INC. | 0.31% | 23.79K | 983.26K | 131 | +0.55% |
| Jun 30, 2025 | FIRST HEARTLAND CONSULTANTS, INC. | 0.31% | 23.46K | 969.45K | -2.61K | -10.00% |
| Jun 30, 2025 | RONALD BLUE TRUST, INC. | 0.29% | 22.34K | 923.29K | -8.81K | -28.29% |
| Jun 30, 2025 | STERLING INVESTMENT ADVISORS, LTD. | 0.22% | 17.2K | 710.88K | 2.6K | +17.81% |
| Jun 30, 2025 | AIFG CONSULTANTS LTD. | 0.18% | 13.73K | 567.54K | -2.67K | -16.30% |
| Jun 30, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.18% | 13.58K | 561.17K | 392 | +2.97% |
| Jun 30, 2025 | SUMMIT WEALTH GROUP LLC / CO | 0.93% | 71.72K | 2.97M | 71.72K | +100.00% |
| Jun 30, 2025 | TURNING POINT BENEFIT GROUP, INC. | 0.73% | 56.11K | 2.32M | 22.42K | +66.53% |
| Jun 30, 2025 | RMG WEALTH MANAGEMENT LLC | 0.57% | 44.02K | 1.85M | 44.02K | +100.00% |
| Jun 30, 2025 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 0.51% | 39.33K | 1.63M | 116 | +0.30% |
| Jun 30, 2025 | OPTIVISE ADVISORY SERVICES LLC | 0.33% | 25.41K | 1.05M | -369 | -1.43% |
| Jun 30, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.19% | 14.93K | 616.93K | 10.24K | +218.21% |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.77% | 59.46K | 2.46M | -9.32K | -13.55% |
| Jun 30, 2025 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 1.62% | 124.69K | 5.15M | 3.4K | +2.80% |
| Jun 30, 2025 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 1.17% | 90.07K | 3.72M | 40.25K | +80.79% |
| Jun 30, 2025 | ONEASCENT FINANCIAL SERVICES LLC | 1.64% | 126K | 5.21M | 42.09K | +50.17% |
| Mar 31, 2025 | MERCER GLOBAL ADVISORS INC /ADV | 0.21% | 14.94K | 573.71K | 7.47K | +100.00% |
| Mar 31, 2025 | FRONTIER ASSET MANAGEMENT, LLC | 0.25% | 18.05K | 693.32K | -843 | -4.46% |
| Mar 31, 2025 | FIRST HEARTLAND CONSULTANTS, INC. | 0.36% | 26.06K | 1M | 7.61K | +41.24% |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.44% | 31.94K | 1.23M | 15.54K | +94.73% |
| Mar 31, 2025 | VICUS CAPITAL | 0.44% | 32.1K | 1.23M | 200 | +0.63% |
| Mar 31, 2025 | HARVEST INVESTMENT SERVICES, LLC | 0.6% | 43.38K | 1.67M | 4.93K | +12.81% |
| Mar 31, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.43% | 31.06K | 1.19M | -334 | -1.06% |
| Mar 31, 2025 | RONALD BLUE TRUST, INC. | 0.43% | 31.15K | 1.2M | -570 | -1.80% |
| Mar 31, 2025 | ALPHASTAR CAPITAL MANAGEMENT, LLC | 0.54% | 39.32K | 1.51M | -2.76K | -6.55% |
| Mar 31, 2025 | WEALTHCARE ADVISORY PARTNERS LLC | 0.51% | 37.19K | 1.43M | 585 | +1.60% |
| Mar 31, 2025 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 0.68% | 49.82K | 1.91M | 21.32K | +74.79% |
| Mar 31, 2025 | LIFEGUIDE FINANCIAL ADVISORS, LLC | 0.71% | 51.55K | 1.98M | 15.77K | +44.06% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.73% | 52.8K | 2.03M | -2.18K | -3.97% |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.65% | 47.49K | 1.82M | 2.91K | +6.53% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 5.63% | 409.34K | 15.72M | 20.1K | +5.16% |
| Mar 31, 2025 | BARE FINANCIAL SERVICES, INC | 5.83% | 423.98K | 16.28M | 13.95K | +3.40% |
| Mar 31, 2025 | INSPIRE ADVISORS, LLC | 12.97% | 943.53K | 36.24M | 15.75K | +1.70% |
| Mar 31, 2025 | GOLDEN STATE EQUITY PARTNERS | 0.37% | 26.59K | 1.02M | 945 | +3.68% |
| Mar 31, 2025 | AVANTAX ADVISORY SERVICES, INC. | 0.4% | 28.94K | 1.11M | -44.63K | -60.66% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.4% | 29.07K | 1.12M | 84 | +0.29% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.42% | 30.19K | 1.16M | 1.2K | +4.15% |
| Mar 31, 2025 | REVISOR WEALTH MANAGEMENT LLC | 0.87% | 63.23K | 2.44M | 26.9K | +74.03% |
| Mar 31, 2025 | FIDUCIARY ALLIANCE LLC | 0.91% | 66.13K | 2.54M | 2.4K | +3.76% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.95% | 68.78K | 2.64M | 3.81K | +5.86% |
| Mar 31, 2025 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.51% | 37.1K | 1.43M | 6.31K | +20.47% |
| Mar 31, 2025 | STRATEGIC BLUEPRINT, LLC | 0.21% | 15.3K | 587.58K | -176 | -1.14% |
| Mar 31, 2025 | XY PLANNING NETWORK, INC. | 0.21% | 15.62K | 600.05K | -53.71K | -77.47% |
| Mar 31, 2025 | LVZ, INC. | 2.15% | 156.09K | 6M | -29.41K | -15.85% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 1.17% | 84.74K | 3.26M | -587 | -0.69% |
| Mar 31, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 1.17% | 85.05K | 3.27M | -3.7K | -4.17% |
| Mar 31, 2025 | PAX FINANCIAL GROUP, LLC | 1.4% | 102.18K | 3.92M | -8.2K | -7.43% |
| Mar 31, 2025 | INSPIRE INVESTING, LLC | 1.57% | 114.4K | 4.39M | -1.51K | -1.30% |
| Mar 31, 2025 | STRATEGIC EQUITY MANAGEMENT | 2.04% | 148.37K | 5.7M | 27.76K | +23.01% |
| Mar 31, 2025 | COLONY GROUP, LLC | 2.37% | 172.71K | 6.63M | -29.38K | -14.54% |
| Mar 31, 2025 | CWM, LLC | 2.48% | 180.51K | 6.93M | -714 | -0.39% |
| Mar 31, 2025 | MONEYWISE, INC. | 0.99% | 72.27K | 2.78M | 19.07K | +35.84% |
| Mar 31, 2025 | BELPOINTE ASSET MANAGEMENT LLC | 1.01% | 73.43K | 2.82M | 894 | +1.23% |
| Mar 31, 2025 | ONEASCENT FINANCIAL SERVICES LLC | 1.15% | 83.9K | 3.22M | -579 | -0.69% |
| Mar 31, 2025 | KEEL POINT, LLC | 0.28% | 20.33K | 780.72K | -772 | -3.66% |
| Mar 31, 2025 | J.W. COLE ADVISORS, INC. | 0.33% | 23.66K | 908.76K | 478 | +2.06% |
| Mar 31, 2025 | STIFEL FINANCIAL CORP | 1.52% | 110.21K | 4.23M | 20.48K | +22.82% |
| Mar 31, 2025 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 1.67% | 121.29K | 4.66M | -1.06K | -0.86% |
| Mar 31, 2025 | AIFG CONSULTANTS LTD. | 0.23% | 16.41K | 630.15K | -13.28K | -44.73% |
| Mar 31, 2025 | CENTAURUS FINANCIAL, INC. | 0.33% | 23.93K | 919K | 12.44K | +108.19% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.23% | 16.64K | 639K | 15.19K | +1,054.41% |
| Mar 31, 2025 | WELL DONE, LLC | 0.25% | 17.99K | 699.73K | -2.47K | -12.06% |
| Mar 31, 2025 | 0.35% | 25.78K | 990.02K | 2.29K | +9.73% | |
| Mar 31, 2024 | PAX FINANCIAL GROUP, LLC | 2.56% | 218.42K | 8.5M | -14.08K | -6.06% |
| Mar 31, 2024 | FARTHER FINANCE ADVISORS, LLC | 0.49% | 42.09K | 1.63B | 42.09K | +100.00% |
| Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.5% | 42.38K | 1.65M | 14.12K | +49.98% |
| Mar 31, 2024 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.5% | 42.9K | 1.67M | -151.7K | -77.96% |
| Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 0.51% | 51.97K | 2.02M | 6.71K | +14.83% |
| Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 1.16% | 98.43K | 3.83M | 98.43K | +100.00% |
| Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.17% | 119.62K | 4.65M | 765 | +0.64% |
| Mar 31, 2024 | BUCKINGHAM STRATEGIC WEALTH, LLC | 2.36% | 201.12K | 7.83M | 2.19K | +1.10% |
| Mar 31, 2024 | LPL FINANCIAL LLC | 2.45% | 250.98K | 9.77M | 28.12K | +12.62% |
| Mar 31, 2024 | STRATEGIC EQUITY MANAGEMENT | 2.47% | 210.6K | 8.19M | 50.09K | +31.21% |
| Mar 31, 2024 | CREATIVEONE WEALTH, LLC | 3.31% | 282.47K | 10.99M | 507 | +0.18% |
| Mar 31, 2024 | BARE FINANCIAL SERVICES, INC | 5.41% | 460.67K | 16.86M | 228.55K | +98.46% |
| Mar 31, 2024 | ONEASCENT FINANCIAL SERVICES LLC | 5.84% | 497.75K | 19.37M | 363.1K | +269.66% |
| Mar 31, 2024 | INSPIRE ADVISORS, LLC | 15.03% | 1.28M | 49.85M | 17.31K | +1.37% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 1.3% | 133.05K | 5.18M | -245.52K | -64.85% |
| Mar 31, 2024 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 1.8% | 153.54K | 5.97M | 2.58K | +1.71% |
| Mar 31, 2024 | SOWELL FINANCIAL SERVICES LLC | 0.37% | 31.9K | 1.24M | -11.17K | -25.93% |
| Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.41% | 42.32K | 1.65M | 2.56K | +6.45% |
| Mar 31, 2024 | STONEX GROUP INC. | 0.41% | 35.22K | 1.37M | -4.96K | -12.34% |
| Mar 31, 2024 | WEALTHCARE ADVISORY PARTNERS LLC | 0.43% | 36.93K | 1.44M | 1.38K | +3.87% |
| Mar 31, 2024 | SIMPLICITY WEALTH,LLC | 0.44% | 37.88K | 1.47M | 37.88K | +100.00% |
| Mar 31, 2024 | GTS SECURITIES LLC | 0.49% | 42.08K | 1.64M | 29.75K | +241.11% |
| Mar 31, 2024 | CWM, LLC | 2.08% | 177.02K | 6.89M | 13.05K | +7.96% |
| Mar 31, 2024 | LVZ, INC. | 2.24% | 190.92K | 7.43M | 23.31K | +13.90% |
| Mar 31, 2024 | 0.16% | 13.6K | 529.14K | -6.44K | -32.13% | |
| Mar 31, 2024 | STRATEGIC BLUEPRINT, LLC | 0.17% | 14.72K | 572.68K | -894 | -5.73% |
| Mar 31, 2024 | VALUES FIRST ADVISORS, INC. | 0.19% | 15.78K | 614.08K | -10.61K | -40.20% |
| Mar 31, 2024 | FRONTIER ASSET MANAGEMENT, LLC | 0.59% | 50.41K | 1.96M | -4.47K | -8.14% |
| Mar 31, 2024 | ALPHASTAR CAPITAL MANAGEMENT, LLC | 0.6% | 51.39K | 2M | -2.97K | -5.46% |
| Mar 31, 2024 | ATRIA WEALTH SOLUTIONS, INC. | 0.61% | 52.27K | 2.04M | 1.77K | +3.50% |
| Mar 31, 2024 | FIDUCIARY ALLIANCE LLC | 0.77% | 65.4K | 2.53M | 800 | +1.24% |
| Mar 31, 2024 | EVERSOURCE WEALTH ADVISORS, LLC | 0.81% | 69.37K | 2.54M | -40.41K | -36.81% |
| Mar 31, 2024 | MONEYWISE, INC. | 0.95% | 81.06K | 3.15M | 43.78K | +117.45% |
| Mar 31, 2024 | REVISOR WEALTH MANAGEMENT LLC | 1.11% | 94.44K | 3.51M | 37.97K | +67.25% |
| Mar 31, 2024 | INSPIRE INVESTING, LLC | 2.27% | 193.18K | 7.52M | -12.46K | -6.06% |
| Mar 31, 2024 | PARADIEM, LLC | 0.11% | 10.87K | 423.03K | 0 | 0 |
| Mar 31, 2024 | VALMARK ADVISERS, INC. | 0.11% | 11.54K | 449.11K | 11.54K | +100.00% |
| Mar 31, 2024 | ALLWORTH FINANCIAL LP | 0.12% | 12.03K | 467.93K | 172 | +1.45% |
| Mar 31, 2024 | VANTAGE FINANCIAL PARTNERS, LLC | 0.12% | 12.38K | 481.5K | -213 | -1.69% |
| Mar 31, 2024 | WEAVER CAPITAL MANAGEMENT LLC | 0.16% | 13.6K | 529.14K | -6.44K | -32.13% |
| Mar 31, 2024 | HARVEST INVESTMENT SERVICES, LLC | 0.21% | 18.13K | 705.28K | 1.99K | +12.33% |
| Mar 31, 2024 | BLUEPRINT INVESTMENT PARTNERS LLC | 0.22% | 18.78K | 730.87K | -7.62K | -28.85% |
| Mar 31, 2024 | STRATEGIC FINANCIAL CONCEPTS, LLC | 0.22% | 19.03K | 740.46K | -479 | -2.46% |
| Mar 31, 2024 | WELL DONE, LLC | 0.24% | 20.17K | 784.66K | -5.5K | -21.43% |
| Mar 31, 2024 | AE WEALTH MANAGEMENT LLC | 0.24% | 20.5K | 797.54K | -22.13K | -51.91% |
| Mar 31, 2024 | WHITAKER-MYERS WEALTH MANAGERS, LTD. | 0.24% | 20.52K | 798.23K | 279 | +1.38% |
| Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.24% | 24.77K | 963.68K | -17.45K | -41.34% |
| Mar 31, 2024 | CETERA ADVISORS LLC | 0.29% | 24.85K | 966.99K | 24.85K | +100.00% |
| Mar 31, 2024 | VICUS CAPITAL | 0.32% | 27.69K | 1.08M | 976 | +3.65% |
| Mar 31, 2024 | LIFEGUIDE FINANCIAL ADVISORS, LLC | 0.36% | 30.32K | 1.18M | 1.19K | +4.08% |
| Mar 31, 2024 | GENEOS WEALTH MANAGEMENT INC. | 0.52% | 44.09K | 1.72M | 3.78K | +9.36% |
| Mar 31, 2024 | KEEL POINT, LLC | 0.59% | 49.96K | 1.94M | -22.01K | -30.58% |
| Mar 31, 2024 | TRUNORTH CAPITAL MANAGEMENT, LLC | 0.76% | 64.89K | 2.52M | 64.89K | +100.00% |
| Mar 31, 2024 | AVANTAX ADVISORY SERVICES, INC. | 0.82% | 69.91K | 2.72M | 17.4K | +33.14% |
| Mar 31, 2024 | BELPOINTE ASSET MANAGEMENT LLC | 0.83% | 70.87K | 2.76M | 7.83K | +12.43% |
| Dec 31, 2023 | WORTHPOINTE, LLC | 0.43% | 39.72K | 1.39M | 16.96K | +74.49% |
| Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.43% | 39.75K | 1.39M | 1.2K | +3.11% |
| Dec 31, 2023 | STONEX GROUP INC. | 0.44% | 40.17K | 1.4M | -5.83K | -12.67% |
| Dec 31, 2023 | GENEOS WEALTH MANAGEMENT INC. | 0.44% | 40.32K | 1.41M | 6.46K | +19.07% |
| Dec 31, 2023 | AE WEALTH MANAGEMENT LLC | 0.46% | 42.63K | 1.5M | 2.47K | +6.16% |
| Dec 31, 2023 | SOWELL FINANCIAL SERVICES LLC | 0.47% | 43.07K | 1.5M | -13.94K | -24.45% |
| Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.49% | 45.26K | 1.58M | -11.03K | -19.59% |
| Dec 31, 2023 | ATRIA WEALTH SOLUTIONS, INC. | 0.55% | 50.51K | 1.76M | -3.19K | -5.94% |
| Dec 31, 2023 | AVANTAX ADVISORY SERVICES, INC. | 0.57% | 52.51K | 1.83M | -5.62K | -9.66% |
| Dec 31, 2023 | ALPHASTAR CAPITAL MANAGEMENT, LLC | 0.59% | 54.35K | 1.9M | -6.34K | -10.44% |
| Dec 31, 2023 | FRONTIER ASSET MANAGEMENT, LLC | 0.59% | 54.88K | 1.92M | 2.55K | +4.86% |
| Dec 31, 2023 | 0.13% | 12.34K | 430.56K | 12.34K | +100.00% | |
| Dec 31, 2023 | BELPOINTE ASSET MANAGEMENT LLC | 0.68% | 63.04K | 2.2M | -4.19K | -6.24% |
| Dec 31, 2023 | FIDUCIARY ALLIANCE LLC | 0.7% | 64.6K | 2.25M | 13.17K | +25.61% |
| Dec 31, 2023 | ATRIA INVESTMENTS, INC | 0.72% | 66.15K | 2.31M | -3.48K | -4.99% |
| Dec 31, 2023 | KEEL POINT, LLC | 0.78% | 71.96K | 2.51M | 1.24K | +1.75% |
| Dec 31, 2023 | SILVER OAK SECURITIES, INCORPORATED | 1.18% | 109.01K | 3.8M | 102.6K | +1,600.42% |
| Dec 31, 2023 | EVERSOURCE WEALTH ADVISORS, LLC | 1.19% | 109.78K | 3.83M | 10.39K | +10.45% |
| Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.29% | 118.86K | 4.15M | 25.09K | +26.75% |
| Dec 31, 2023 | ONEASCENT FINANCIAL SERVICES LLC | 1.46% | 134.65K | 4.7M | 53.97K | +66.89% |
| Dec 31, 2023 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 1.64% | 150.96K | 5.27M | 6.2K | +4.28% |
| Dec 31, 2023 | STRATEGIC EQUITY MANAGEMENT | 1.74% | 160.51K | 5.6M | 59.44K | +58.80% |
| Dec 31, 2023 | CWM, LLC | 1.78% | 163.97K | 5.72M | 6.48K | +4.12% |
| Dec 31, 2023 | LVZ, INC. | 1.82% | 167.62K | 5.85M | 1.91K | +1.15% |
| Dec 31, 2023 | CREATIVE FINANCIAL DESIGNS INC /ADV | 2.11% | 194.6K | 6.79M | -8.17K | -4.03% |
| Dec 31, 2023 | BUCKINGHAM STRATEGIC WEALTH, LLC | 2.15% | 198.93K | 6.94M | 78 | +0.04% |
| Dec 31, 2023 | INSPIRE INVESTING, LLC | 2.23% | 205.63K | 7.18M | 37.08K | +22.00% |
| Dec 31, 2023 | INSPIRE ADVISORS, LLC | 13.69% | 1.26M | 44.1M | 357.09K | +39.39% |
| Dec 31, 2023 | LPL FINANCIAL LLC | 2.41% | 222.86K | 7.78M | 256 | +0.12% |
| Dec 31, 2023 | PAX FINANCIAL GROUP, LLC | 2.52% | 232.51K | 8.46M | 3.89K | +1.70% |
| Dec 31, 2023 | CREATIVEONE WEALTH, LLC | 3.05% | 281.96K | 9.84M | 3.31K | +1.19% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 4.1% | 378.57K | 13.21M | -250.06K | -39.78% |
| Dec 31, 2023 | PARADIEM, LLC | 0.12% | 10.87K | 379.43K | 0 | 0 |
| Dec 31, 2023 | ALLWORTH FINANCIAL LP | 0.13% | 11.85K | 413.7K | 322 | +2.79% |
| Dec 31, 2023 | VANTAGE FINANCIAL PARTNERS, LLC | 0.14% | 12.59K | 439.32K | 268 | +2.18% |
| Dec 31, 2023 | KAVAR CAPITAL PARTNERS GROUP, LLC | 0.17% | 15.4K | 537.46K | 15.4K | +100.00% |
| Dec 31, 2023 | STRATEGIC BLUEPRINT, LLC | 0.17% | 15.61K | 544.87K | -533 | -3.30% |
| Dec 31, 2023 | HARVEST INVESTMENT SERVICES, LLC | 0.17% | 16.14K | 563.15K | -1.72K | -9.64% |
| Dec 31, 2023 | WHITAKER-MYERS WEALTH MANAGERS, LTD. | 0.22% | 20.24K | 706.22K | -577 | -2.77% |
| Dec 31, 2023 | WELL DONE, LLC | 0.28% | 25.67K | 895.78K | -44 | -0.17% |
| Dec 31, 2023 | VALUES FIRST ADVISORS, INC. | 0.29% | 26.39K | 921K | 4.43K | +20.17% |
| Dec 31, 2023 | BLUEPRINT INVESTMENT PARTNERS LLC | 0.29% | 26.4K | 921.38K | 10.08K | +61.76% |
| Dec 31, 2023 | VICUS CAPITAL | 0.29% | 26.71K | 932.21K | 296 | +1.12% |
| Dec 31, 2023 | CETERA INVESTMENT ADVISERS | 0.31% | 28.25K | 986.05K | 3.95K | +16.23% |
| Dec 31, 2023 | LIFEGUIDE FINANCIAL ADVISORS, LLC | 0.32% | 29.13K | 1.02M | 3.99K | +15.86% |
| Dec 31, 2023 | WEALTHCARE ADVISORY PARTNERS LLC | 0.39% | 35.55K | 1.24M | -6.49K | -15.43% |
| Dec 31, 2023 | MONEYWISE, INC. | 0.4% | 37.28K | 1.3M | 37.28K | +100.00% |