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

Who are the major shareholders selling Capital Group Global Growth Equity ETF stock?

D.A. DAVIDSON & CO., in the last quarter, reduced its stake in CGGO by -0.92% restricting it's holding to 768.47 thousand shares of worth nearly $32.53M. JPMORGAN CHASE & CO also lessened -27.19% of the CGGO shares from its portfolio, reducing its holding to 824.74 thousand shares of worth $34.52M. LVW ADVISORS, LLC also shunned CGGO shares holding by -8.52% last quarter which brought its holding to 955.27 thousand shares worth $40.44M.

Investors who are buying CGGO stock?

As per its latest 13F filing, J. DEREK LEWIS & ASSOCIATES INC. increased its stake in CGGO by 10.39% in the last quarter. The institutional holder raised its holding to 725.25 thousand shares having worth more than $30.70M. KWB WEALTH also added 29.59% more shares of CGGO to its portfolio, raising its holding to 488.43 thousand shares of worth $20.68M. PRIVATE ADVISOR GROUP, LLC also increased its CGGO shares holding by 6.9% which brought its holding to 796.61 thousand shares worth $33.72M.

CGGO's major insiders: who are they?

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

Did an insider recently sell CGGO stock?

Company executives, directors, and other insiders own N/A percent of Capital Group Global Growth Equity ETF's stock. Within the last six months, there have been 0 transaction(s) in which CGGO insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased CGGO stock?

There have been 0 transaction(s) during the past 6-months in which Capital Group Global Growth Equity ETF insiders have bought stock, totalling 0 shares

How much of CGGO does insiders own?

Around 0 Capital Group Global Growth Equity ETF shares are held by insiders, which represents about N/A of CGGO stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in CGGO?

J. DEREK LEWIS & ASSOCIATES INC. is the largest institutional owner in CGGO which holds 725.25 thousand shares worth $30.70M or 0.24% of the total CGGO shares outstanding followed by KWB WEALTH with ownership of 488.43 thousand shares representing 0.16% of the CGGO ownership. D.A. DAVIDSON & CO. is the third largest stakeholder with 768.47 thousand shares or 0.26% of the ownership worth more than $32.53M.

Is Capital Group Global Growth Equity 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 CGGO is concerned, it is a stock which is not optionable.

Is there a short position on CGGO's shares?

Number of CGGO 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 CGGO shares are there?

As of today, null shares of CGGO are outstanding.

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

CGGO 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 CGGO is null.

Capital Group Global Growth Equity ETF (CGGO) 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

OptionableNo

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. J. DEREK LEWIS & ASSOCIATES INC. is the top corporate investor, holding 725.25K shares valued at $30.70M. A 0.24% stake in Capital Group Global Growth Equity ETF is owned by the company. KWB WEALTH owns 488.43K shares valued at $20.68M, which translates its holding of 0.16% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	J. DEREK LEWIS & ASSOCIATES INC.	0.24%	725.25K	30.7M	68.27K	+10.39%
Jun 30, 2026	KWB WEALTH	0.16%	488.43K	20.68M	111.54K	+29.59%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.26%	768.47K	32.53M	-7.12K	-0.92%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.26%	796.61K	33.72M	51.4K	+6.90%
Jun 30, 2026	JPMORGAN CHASE & CO	0.27%	824.74K	34.52M	-307.99K	-27.19%
Jun 30, 2026	LVW ADVISORS, LLC	0.32%	955.27K	40.44M	-88.95K	-8.52%
Jun 30, 2026	ASSETMARK, INC	0.37%	1.12M	47.51M	201.64K	+21.90%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.37%	1.12M	47.54M	1M	+817.40%
Jun 30, 2026	BENJAMIN EDWARDS INC	0.39%	1.18M	49.74M	225.44K	+23.74%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.48%	1.44M	60.9M	259.44K	+22.00%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.48%	1.45M	59.28M	53.69K	+3.86%
Jun 30, 2026	ARLINGTON FINANCIAL ADVISORS, LLC	0.49%	1.46M	61.78M	-17.61K	-1.19%
Jun 30, 2026	FINANCIAL COUNCIL ASSET MANAGEMENT INC	0.53%	1.58M	66.89M	21.89K	+1.40%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.57%	1.71M	72.53M	49.52K	+2.98%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.6%	1.81M	76.49M	-138.76K	-7.14%
Jun 30, 2026	SEI INVESTMENTS CO	0.72%	2.18M	92.35M	218.48K	+11.13%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.17%	3.53M	149.55M	172.11K	+5.12%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.29%	3.89M	164.75M	-117.21K	-2.92%
Jun 30, 2026	ROYAL BANK OF CANADA	1.33%	4M	169.2M	-68.4K	-1.68%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.59%	4.78M	202.48M	982.52K	+25.85%
Jun 30, 2026	UBS GROUP AG	1.6%	4.8M	203.25M	447.88K	+10.29%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.83%	5.51M	233.34M	-47.79K	-0.86%
Jun 30, 2026	FORGE FINANCIAL SERVICES LLC	1.91%	5.75M	243.52M	-74.53K	-1.28%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	2.15%	6.46M	266.11M	1.03M	+19.05%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.92%	8.78M	371.71M	1.55M	+21.36%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	2.94%	8.84M	374.13M	541.88K	+6.53%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.59%	10.8M	456.98M	-63.7K	-0.59%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	4.98%	14.98M	633.91M	1.33M	+9.71%
Jun 30, 2026	ERGAWEALTH ADVISORS, INC.	0.16%	495.24K	20.96M	7.63K	+1.56%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.18%	501.68K	21.01M	-26.34K	-4.99%
Jun 30, 2026	LIFEGOAL WEALTH ADVISORS	0.18%	536.94K	22.73M	63.1K	+13.32%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.18%	548.78K	23.23M	21.02K	+3.98%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.22%	651.05K	27.56M	-5.69K	-0.87%
Jun 30, 2026		0.24%	669.12K	28.32M	32.73K	+5.14%
Jun 30, 2026	ST GERMAIN D J CO INC	0.3%	899.85K	38.09M	-10.36K	-1.14%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.4%	1.22M	51.46M	129.94K	+11.97%
Jun 30, 2026	COLONY GROUP, LLC	0.41%	1.23M	51.97M	381.53K	+45.08%
Jun 30, 2026	SOUDERS FINANCIAL ADVISORS	0.13%	367.34K	15.55M	20.28K	+5.84%
Jun 30, 2026	COMPTON FINANCIAL GROUP, LLC	0.13%	368.88K	15.61M	196.96K	+114.57%
Jun 30, 2026	ROTHSCHILD INVESTMENT LLC	0.15%	406.4K	17.2M	38.56K	+10.48%
Jun 30, 2026	FRAZIER FINANCIAL ADVISORS, LLC	0.15%	414.86K	17.56M	19.53K	+4.94%
Jun 30, 2026	STONEBRIDGE FINANCIAL GROUP, LLC	0.16%	458.13K	19.39M	4.6K	+1.01%
Jun 30, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.17%	479.46K	20.3M	27.19K	+6.01%
Jun 30, 2026	STEPHENS INC /AR/	0.17%	479.98K	20.32M	16.2K	+3.49%
Jun 30, 2026	KESTRA INVESTMENT MANAGEMENT, LLC	0.17%	483.53K	20.47M	-233.37K	-32.55%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.16%	485.12K	20.54M	47.27K	+10.80%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.18%	552.69K	23.4M	123.82K	+28.87%
Jun 30, 2026	MCF ADVISORS LLC	0.19%	577.7K	24.45M	577.7K	+100.00%
Jun 30, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.2%	606.75K	25.68M	72.67K	+13.61%
Jun 30, 2026	RELIANT WEALTH PLANNING	0.22%	653.16K	27.65M	9.57K	+1.49%
Jun 30, 2026	BIP WEALTH, LLC	0.23%	691.4K	29.27M	-24.58K	-3.43%
Jun 30, 2026	VALMARK ADVISERS, INC.	0.32%	951.11K	40.26M	110.02K	+13.08%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.32%	951.96K	40.3M	-35.34K	-3.58%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.41%	1.25M	52.78M	170.03K	+15.79%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.66%	2M	84.46M	430.21K	+27.49%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	1.17%	3.51M	148.6M	693.75K	+24.63%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	4.3%	12.94M	547.71M	872.44K	+7.23%
Jun 30, 2026	MORGAN STANLEY	4.34%	13.06M	552.81M	1.1M	+9.16%
Jun 30, 2026	LPL FINANCIAL LLC	6.02%	18.12M	766.84M	1.12M	+6.58%
Jun 30, 2026	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	8.23%	24.77M	1.05B	1.13M	+4.79%
Jun 30, 2026	WEALTH SCIENCE ADVISORS LLC	0.22%	669.12K	28.32M	32.73K	+5.14%
Mar 31, 2026	LVW ADVISORS, LLC	0.35%	1.04M	34.85M	-23.52K	-2.20%
Mar 31, 2026	JANE STREET GROUP, LLC	0.32%	960K	32.04M	960K	+100.00%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.25%	745.2K	24.87M	-127.52K	-14.61%
Mar 31, 2026	WNY ASSET MANAGEMENT, LLC	0.24%	712.73K	23.78M	712.73K	+100.00%
Mar 31, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.18%	534.08K	17.82M	36.93K	+7.43%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.17%	491.25K	16.4M	-125.76K	-20.38%
Mar 31, 2026	LIFEGOAL WEALTH ADVISORS	0.2%	473.84K	16.1M	56.76K	+13.61%
Mar 31, 2026	ERGAWEALTH ADVISORS, INC.	0.16%	487.62K	16.27M	29.7K	+6.49%
Mar 31, 2026	KESTRA INVESTMENT MANAGEMENT, LLC	0.24%	716.9K	23.92M	342.4K	+91.43%
Mar 31, 2026	BIP WEALTH, LLC	0.24%	715.98K	23.89M	33.25K	+4.87%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.18%	528.01K	17.62M	-55.54K	-9.52%
Mar 31, 2026	ST GERMAIN D J CO INC	0.31%	910.21K	30.37M	-2.43K	-0.27%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.18%	527.75K	17.61M	65.48K	+14.16%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.35%	4.01M	133.79M	543.94K	+15.70%
Mar 31, 2026	JPMORGAN CHASE & CO	0.38%	1.13M	36.37M	302.67K	+36.46%
Mar 31, 2026	ASSETMARK, INC	0.31%	920.62K	30.72M	153.76K	+20.05%
Mar 31, 2026	COLONY GROUP, LLC	0.28%	846.27K	28.24M	-27.79K	-3.18%
Mar 31, 2026	VALMARK ADVISERS, INC.	0.28%	841.09K	28.07M	85.28K	+11.28%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.26%	775.59K	25.88M	-33.64K	-4.16%
Mar 31, 2026	STONEBRIDGE FINANCIAL GROUP, LLC	0.19%	453.53K	15.13M	260.77K	+135.28%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.56%	1.66M	55.52M	147.81K	+9.75%
Mar 31, 2026		0.21%	636.39K	22.05M	0	0
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.22%	656.74K	21.92M	15.36K	+2.39%
Mar 31, 2026	RELIANT WEALTH PLANNING	0.22%	643.6K	21.48M	-9.66K	-1.48%
Mar 31, 2026	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	7.95%	23.64M	788.97M	2.52M	+11.95%
Mar 31, 2026	LPL FINANCIAL LLC	5.71%	17M	567.2M	1.93M	+12.80%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.18%	452.27K	15.09M	33.26K	+7.94%
Mar 31, 2026	FRAZIER FINANCIAL ADVISORS, LLC	0.16%	395.33K	13.19M	22.68K	+6.09%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.16%	391.11K	13.05M	391.11K	+100.00%
Mar 31, 2026	KWB WEALTH	0.16%	376.89K	13.06M	-2.32K	-0.61%
Mar 31, 2026	ROTHSCHILD INVESTMENT LLC	0.15%	367.84K	12.27M	97.3K	+35.97%
Mar 31, 2026	SILVER OAK SECURITIES, INCORPORATED	0.14%	337.87K	11.27M	337.87K	+100.00%
Mar 31, 2026	NATIXIS ADVISORS, L.P.	0.14%	348.97K	11.65M	65.29K	+23.01%
Mar 31, 2026	SOUDERS FINANCIAL ADVISORS	0.14%	347.06K	11.58M	-4.4K	-1.25%
Mar 31, 2026	RIDGELINE WEALTH PLANNING, LLC	0.14%	340.35K	11.36M	4.34K	+1.29%
Mar 31, 2026	CLARITY WEALTH ADVISORS, LLC	0.14%	340.23K	11.35M	22.24K	+6.99%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	4.59%	13.65M	455.49M	519.31K	+3.96%
Mar 31, 2026	MORGAN STANLEY	4.02%	11.96M	399.21M	2M	+20.10%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	1.82%	5.43M	176.7M	1.24M	+29.75%
Mar 31, 2026	ROYAL BANK OF CANADA	1.37%	4.07M	135.67M	833.18K	+25.78%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.28%	3.8M	126.83M	-258.44K	-6.37%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.65%	1.94M	65.12M	354.86K	+22.32%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.47%	1.39M	47.13M	-623.36K	-30.93%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.4%	1.18M	39.35M	-238.19K	-16.81%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.36%	1.09M	36.23M	204.66K	+23.23%
Mar 31, 2026	STEPHENS INC /AR/	0.19%	463.78K	15.48M	92.75K	+25.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	4.06%	12.07M	402.66M	1.82M	+17.77%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.65%	10.86M	362.38M	-194.03K	-1.76%
Mar 31, 2026	SEI INVESTMENTS CO	0.66%	1.96M	65.51M	340.67K	+21.00%
Mar 31, 2026	FINANCIAL COUNCIL ASSET MANAGEMENT INC	0.52%	1.56M	52M	75.02K	+5.06%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.53%	1.57M	52.23M	154.21K	+10.93%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.79%	8.3M	276.85M	562.01K	+7.27%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.43%	7.24M	241.45M	1.39M	+23.73%
Mar 31, 2026	FORGE FINANCIAL SERVICES LLC	1.96%	5.83M	194.46M	4.98M	+589.54%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.87%	5.56M	185.54M	160.63K	+2.97%
Mar 31, 2026	UBS GROUP AG	1.46%	4.35M	145.28M	321.47K	+7.97%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.13%	3.36M	112.15M	146.7K	+4.56%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.95%	2.82M	94M	-365.3K	-11.48%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.32%	949.63K	31.69M	131.93K	+16.13%
Mar 31, 2026	ARLINGTON FINANCIAL ADVISORS, LLC	0.5%	1.48M	49.29M	76.63K	+5.47%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.36%	1.08M	35.93M	137.99K	+14.70%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.33%	987.3K	32.95M	41.65K	+4.40%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.14%	345.77K	11.98M	53.63K	+18.36%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.23%	583.56K	20.22M	-102.46K	-14.93%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.45%	11.05M	383M	34.68K	+0.31%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	4.08%	10.25M	355.03M	1.04M	+11.26%
Dec 31, 2025	MORGAN STANLEY	3.97%	9.96M	345.15M	1.32M	+15.30%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.33%	5.85M	202.63M	1.43M	+32.47%
Dec 31, 2025	LVW ADVISORS, LLC	0.48%	1.07M	37M	39.28K	+3.82%
Dec 31, 2025	ST GERMAIN D J CO INC	0.41%	912.63K	31.62M	-1.23K	-0.14%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.38%	938.77K	32.53M	89.54K	+10.54%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.38%	945.65K	32.77M	12.49K	+1.34%
Dec 31, 2025	JPMORGAN CHASE & CO	0.37%	830.06K	28.76M	311.3K	+60.01%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.36%	809.23K	28.04M	8.05K	+1.00%
Dec 31, 2025	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	8.5%	21.12M	731.76M	839.81K	+4.14%
Dec 31, 2025	LPL FINANCIAL LLC	6.06%	15.07M	522.13M	1.96M	+14.94%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	1.28%	3.18M	110.26M	186.93K	+6.24%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.9%	2.02M	72.34M	63.14K	+3.23%
Dec 31, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.62%	1.4M	48.53M	52.38K	+3.88%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.36%	817.69K	28.33M	137.08K	+20.14%
Dec 31, 2025	VALMARK ADVISERS, INC.	0.34%	755.81K	26.19M	131.03K	+20.97%
Dec 31, 2025	BIP WEALTH, LLC	0.3%	682.73K	23.66M	682.73K	+100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.21%	462.28K	16.02M	111.75K	+31.88%
Dec 31, 2025	ERGAWEALTH ADVISORS, INC.	0.2%	457.92K	15.87M	247.7K	+117.83%
Dec 31, 2025	KWB WEALTH	0.17%	379.21K	13.14M	130.06K	+52.20%
Dec 31, 2025	STEPHENS INC /AR/	0.17%	371.03K	12.86M	152.34K	+69.66%
Dec 31, 2025	SOUDERS FINANCIAL ADVISORS	0.16%	351.46K	12.18M	13.34K	+3.94%
Dec 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.15%	374.5K	12.98M	47.83K	+14.64%
Dec 31, 2025	FRAZIER FINANCIAL ADVISORS, LLC	0.15%	372.65K	12.91M	18.71K	+5.28%
Dec 31, 2025	RIDGELINE WEALTH PLANNING, LLC	0.15%	336.02K	11.64M	-60.52K	-15.26%
Dec 31, 2025	AA FINANCIAL ADVISORS, LLC	0.15%	325.68K	11.28M	-2.73K	-0.83%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	299.82K	10.39M	6.22K	+2.12%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.12%	296.49K	10.27M	30.83K	+11.61%
Dec 31, 2025	NATIXIS ADVISORS, L.P.	0.11%	283.69K	9.83M	33.86K	+13.55%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.57%	1.42M	49.11M	17.71K	+1.27%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.56%	1.41M	48.89M	67.69K	+5.04%
Dec 31, 2025		0.23%	584.26K	20.24M	584.26K	+100.00%
Dec 31, 2025	RELIANT WEALTH PLANNING	0.26%	653.25K	22.64M	-11.82K	-1.78%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	5.27%	13.13M	454.97M	1.12M	+9.34%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	3.08%	7.73M	268M	684.53K	+9.71%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.62%	4.06M	140.65M	-334.43K	-7.61%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.38%	3.47M	120.07M	299.12K	+9.45%
Dec 31, 2025	FINANCIAL COUNCIL ASSET MANAGEMENT INC	0.66%	1.48M	51.4M	81.68K	+5.83%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.64%	1.59M	54.92M	203.17K	+14.65%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.26%	641.38K	22.22M	2.86K	+0.45%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.19%	419.01K	14.52M	38.01K	+9.98%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.6%	1.52M	52.53M	115.24K	+8.23%
Dec 31, 2025	SEI INVESTMENTS CO	0.65%	1.62M	56.22M	302.94K	+22.96%
Dec 31, 2025	ROYAL BANK OF CANADA	1.29%	3.23M	112M	217.97K	+7.23%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.43%	3.21M	111.37M	358.98K	+12.57%
Dec 31, 2025	UBS GROUP AG	1.61%	4.03M	139.71M	162.05K	+4.19%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.68%	4.18M	144.92M	603.78K	+16.87%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.15%	5.4M	187.09M	285.6K	+5.58%
Dec 31, 2025	FORGE FINANCIAL SERVICES LLC	0.34%	845.11K	29.28M	22.01K	+2.67%
Dec 31, 2025	ASSETMARK, INC	0.34%	766.87K	26.57M	193.27K	+33.70%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.35%	872.72K	30.24M	-203.56K	-18.91%
Dec 31, 2025	COLONY GROUP, LLC	0.35%	874.06K	30.29M	9.97K	+1.15%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.35%	881.04K	30.53M	-313.76K	-26.26%
Dec 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.2%	497.15K	17.23M	36.5K	+7.92%
Dec 31, 2025	LIFEGOAL WEALTH ADVISORS	0.19%	417.08K	14.46M	79.78K	+23.65%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.19%	465.46K	16.13M	382.21K	+459.08%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.25%	617K	21.39M	-2.84K	-0.46%
Dec 31, 2025	CLARITY WEALTH ADVISORS, LLC	0.14%	317.99K	11.02M	16.73K	+5.55%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.14%	293.6K	10.03M	-3.71K	-1.25%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	3.24%	7.05M	240.9M	1.19M	+20.39%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.35%	5.11M	174.74M	100.81K	+2.01%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.02%	4.39M	145.94M	27.12K	+0.62%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.64%	1.4M	47.83M	4.24K	+0.30%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.64%	1.39M	47.39M	101.3K	+7.88%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	4.24%	9.21M	314.68M	2.07M	+28.97%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.03%	4.41M	150.84M	703.72K	+18.96%
Sep 30, 2025	ASSETMARK, INC	0.26%	573.59K	19.6M	301.49K	+110.80%
Sep 30, 2025	JANE STREET GROUP, LLC	0.24%	512.05K	17.5M	373.21K	+268.79%
Sep 30, 2025	RELIANT WEALTH PLANNING	0.31%	665.07K	22.73M	-7.38K	-1.10%
Sep 30, 2025	ST GERMAIN D J CO INC	0.42%	913.87K	31.23M	10.59K	+1.17%
Sep 30, 2025	UBS GROUP AG	1.78%	3.87M	132.24M	134.75K	+3.61%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.65%	3.58M	121.1M	632.39K	+21.47%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.31%	2.86M	97.56M	292.82K	+11.43%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.9%	1.95M	67.49M	79.8K	+4.26%
Sep 30, 2025	FINANCIAL COUNCIL ASSET MANAGEMENT INC	0.64%	1.4M	47.9M	14.86K	+1.07%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.64%	1.4M	47.87M	34.21K	+2.50%
Sep 30, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.62%	1.35M	46.07M	76.38K	+6.01%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.62%	1.34M	45.9M	474.88K	+54.69%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.39%	849.23K	29.02M	131.59K	+18.34%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.29%	619.84K	21.19M	4.27K	+0.69%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.11%	247.67K	8.46M	25.15K	+11.30%
Sep 30, 2025	KWB WEALTH	0.11%	249.15K	7.97M	73.14K	+41.55%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.12%	265.66K	9.08M	52.41K	+24.57%
Sep 30, 2025	ROYAL HARBOR PARTNERS, LLC	0.13%	284.78K	9.73M	2.37K	+0.84%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.11%	242.17K	8.28M	-2.63K	-1.07%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.16%	350.53K	11.98M	101.55K	+40.78%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	1.38%	3M	102.35M	241.89K	+8.79%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.55%	1.19M	40.83M	23.35K	+1.99%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.49%	1.08M	36.78M	18.77K	+1.77%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.43%	933.16K	31.89M	17.29K	+1.89%
Sep 30, 2025	JPMORGAN CHASE & CO	0.24%	518.76K	16.98M	307.12K	+145.12%
Sep 30, 2025	CWM, LLC	0.19%	405.95K	13.87M	203.67K	+100.69%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.18%	381K	13.02M	170.67K	+81.15%
Sep 30, 2025	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	9.33%	20.28M	692.93M	2.06M	+11.30%
Sep 30, 2025	LPL FINANCIAL LLC	6.03%	13.11M	447.99M	1.96M	+17.56%
Sep 30, 2025	SOUDERS FINANCIAL ADVISORS	0.16%	338.13K	11.55M	7.18K	+2.17%
Sep 30, 2025	FORGE FINANCIAL SERVICES LLC	0.38%	823.1K	28.53M	48.93K	+6.32%
Sep 30, 2025	SEI INVESTMENTS CO	0.61%	1.32M	45.09M	296.32K	+28.96%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.37%	801.18K	27.38M	6.37K	+0.80%
Sep 30, 2025	STRATEGIC BLUEPRINT, LLC	0.37%	795.36K	27.18M	295.23K	+59.03%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.32%	686.01K	23.44M	-21.31K	-3.01%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.31%	680.62K	23.26M	138.4K	+25.53%
Sep 30, 2025	WNY ASSET MANAGEMENT, LLC	0.3%	662.48K	22.64M	25.79K	+4.05%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.29%	638.52K	21.82M	470.14K	+279.23%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.29%	624.78K	21.35M	71.86K	+13.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.21%	451.39K	15.42M	220.27K	+95.30%
Sep 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.11%	232.19K	7.93M	8.55K	+3.82%
Sep 30, 2025	CARSON ADVISORY INC.	0.11%	229.12K	7.83M	2.93K	+1.30%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.1%	221.17K	7.56M	30.12K	+15.77%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.46%	3.17M	108.19M	880.87K	+38.55%
Sep 30, 2025	ROYAL BANK OF CANADA	1.39%	3.01M	103M	272.76K	+9.95%
Sep 30, 2025	COLONY GROUP, LLC	0.4%	864.08K	29.53M	-20.36K	-2.30%
Sep 30, 2025	RIDGELINE WEALTH PLANNING, LLC	0.18%	396.54K	13.55M	-55.19K	-12.22%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.11%	249.83K	8.54M	42.73K	+20.63%
Sep 30, 2025	LVW ADVISORS, LLC	0.47%	1.03M	35.14M	81.9K	+8.65%
Sep 30, 2025	NAVPOINT FINANCIAL, INC.	0.11%	242.04K	8.27M	4.23K	+1.78%
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0.11%	237.58K	8.12M	86.03K	+56.77%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.11%	235.29K	8.04M	5.06K	+2.20%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.11%	234.39K	8.01M	-29.74K	-11.26%
Sep 30, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.11%	233.68K	7.98M	1.52K	+0.66%
Sep 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.21%	460.65K	15.74M	3.57K	+0.78%
Sep 30, 2025	FRAZIER FINANCIAL ADVISORS, LLC	0.16%	353.94K	12.09M	232.78K	+192.12%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	5.52%	12.01M	410.34M	-51.02K	-0.42%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.07%	11.02M	376.51M	257.98K	+2.40%
Sep 30, 2025	MORGAN STANLEY	3.97%	8.64M	295.21M	1.14M	+15.21%
Sep 30, 2025	AA FINANCIAL ADVISORS, LLC	0.15%	328.41K	11.22M	33.72K	+11.44%
Sep 30, 2025	CLARITY WEALTH ADVISORS, LLC	0.14%	301.26K	10.29M	15.83K	+5.55%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.14%	2.29M	73.06M	375.57K	+19.67%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.12%	244.8K	7.83M	-57.85K	-19.11%
Jun 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.13%	254.66K	8.14M	56.45K	+28.48%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.13%	263.12K	8.41M	67.81K	+34.72%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.13%	264.13K	8.44M	136.83K	+107.50%
Jun 30, 2025	RUGGAARD & ASSOCIATES LLC	0.13%	264.33K	8.45M	231.8K	+712.58%
Jun 30, 2025	ASSETMARK, INC	0.14%	272.11K	8.7M	32.91K	+13.76%
Jun 30, 2025	MORGAN STANLEY	3.74%	7.5M	239.73M	178.54K	+2.44%
Jun 30, 2025	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	9.09%	18.22M	582.51M	529.49K	+2.99%
Jun 30, 2025	UBS GROUP AG	1.86%	3.74M	119.42M	-559.61K	-13.03%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.56%	7.14M	228.29M	1.43M	+25.07%
Jun 30, 2025	LPL FINANCIAL LLC	5.56%	11.15M	356.55M	2.12M	+23.43%
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.11%	230.22K	7.36M	13.47K	+6.22%
Jun 30, 2025	CARSON ADVISORY INC.	0.11%	226.19K	7.23M	69	+0.03%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	2.92%	5.86M	187.21M	2.64M	+81.92%
Jun 30, 2025	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.14%	280.03K	8.95M	12.99K	+4.86%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	6.02%	12.06M	385.55M	71.96K	+0.60%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.37%	10.76M	344.02M	14.05K	+0.13%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.5%	5.01M	160.27M	160.22K	+3.30%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.85%	3.71M	118.64M	-64.71K	-1.71%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.18%	4.37M	139.46M	435.3K	+11.07%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.46%	915.88K	29.28M	120.62K	+15.17%
Jun 30, 2025	ST GERMAIN D J CO INC	0.45%	903.28K	28.88M	2.41K	+0.27%
Jun 30, 2025	COLONY GROUP, LLC	0.44%	884.45K	28.28M	-80.45K	-8.34%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.43%	868.35K	27.76M	66.86K	+8.34%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.4%	794.81K	25.41M	126.62K	+18.95%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.36%	717.65K	22.94M	118.91K	+19.86%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.35%	707.32K	22.61M	-16.99K	-2.35%
Jun 30, 2025	FORGE FINANCIAL SERVICES LLC	0.39%	774.17K	24.77M	35.75K	+4.84%
Jun 30, 2025	RIDGELINE WEALTH PLANNING, LLC	0.23%	451.73K	14.44M	27.77K	+6.55%
Jun 30, 2025	LIFEGOAL WEALTH ADVISORS	0.15%	295.09K	9.43M	-14.87K	-4.80%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.28%	2.56M	81.92M	294.47K	+12.98%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.93%	1.87M	60.05M	-172.7K	-8.44%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.7%	1.4M	44.61M	37.85K	+2.79%
Jun 30, 2025	FINANCIAL COUNCIL ASSET MANAGEMENT INC	0.69%	1.39M	44.34M	56.89K	+4.28%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.68%	1.37M	43.69M	454.19K	+49.78%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.64%	1.29M	41.09M	1.08M	+520.33%
Jun 30, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.63%	1.27M	40.66M	77.91K	+6.53%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.58%	1.17M	37.45M	244.91K	+26.43%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.53%	1.06M	33.81M	-135.04K	-11.32%
Jun 30, 2025	SEI INVESTMENTS CO	0.51%	1.02M	32.71M	231.72K	+29.28%
Jun 30, 2025	LVW ADVISORS, LLC	0.47%	946.57K	30.26M	177.84K	+23.13%
Jun 30, 2025	AA FINANCIAL ADVISORS, LLC	0.15%	294.69K	9.42M	7.11K	+2.47%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.14%	290.35K	9.28M	24.43K	+9.19%
Jun 30, 2025	CLARITY WEALTH ADVISORS, LLC	0.14%	285.43K	9.13M	7.49K	+2.70%
Jun 30, 2025	ROYAL HARBOR PARTNERS, LLC	0.14%	282.41K	9.03M	-234.96K	-45.41%
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	0.25%	500.13K	15.99M	251.15K	+100.87%
Jun 30, 2025	RELIANT WEALTH PLANNING	0.34%	672.45K	21.5M	34.82K	+5.46%
Jun 30, 2025	WNY ASSET MANAGEMENT, LLC	0.32%	636.69K	20.36M	-26.95K	-4.06%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.31%	615.57K	19.69M	30.65K	+5.24%
Jun 30, 2025	VALMARK ADVISERS, INC.	0.28%	552.93K	17.68M	45.38K	+8.94%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.27%	542.21K	17.33M	57.94K	+11.96%
Jun 30, 2025		0.15%	295.09K	9.43M	-14.87K	-4.80%
Jun 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.23%	457.09K	14.61M	11.2K	+2.51%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.19%	382.48K	12.23M	158.7K	+70.92%
Jun 30, 2025	SOUDERS FINANCIAL ADVISORS	0.17%	330.95K	10.58M	18.78K	+6.02%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.15%	297.31K	9.5M	31.89K	+12.02%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.47%	2.95M	94.77M	982.5K	+50.04%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	1.37%	2.75M	88.02M	195.7K	+7.65%
Jun 30, 2025	ROYAL BANK OF CANADA	1.37%	2.74M	87.65M	111.04K	+4.22%
Jun 30, 2025	MARINER, LLC	0.12%	240.54K	7.69M	8.7K	+3.75%
Jun 30, 2025	NAVPOINT FINANCIAL, INC.	0.12%	237.81K	7.6M	-22.51K	-8.65%
Jun 30, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.12%	232.16K	7.42M	-2.38K	-1.02%
Jun 30, 2025	WEST MICHIGAN ADVISORS, LLC	0.12%	230.9K	7.38M	6.27K	+2.79%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.38%	668.19K	18.93M	19.58K	+3.02%
Mar 31, 2025	WNY ASSET MANAGEMENT, LLC	0.38%	663.65K	18.8M	7.26K	+1.11%
Mar 31, 2025	RELIANT WEALTH PLANNING	0.37%	637.63K	18.06M	3.97K	+0.63%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.34%	598.73K	16.96M	35.17K	+6.24%
Mar 31, 2025	SOUDERS FINANCIAL ADVISORS	0.18%	312.17K	8.84M	21.13K	+7.26%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.3%	2.27M	64.25M	124.16K	+5.79%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.46%	795.25K	22.53M	212.76K	+36.53%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.46%	801.49K	22.71M	74.31K	+10.22%
Mar 31, 2025	ST GERMAIN D J CO INC	0.52%	900.87K	25.52M	12.65K	+1.42%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2.26%	3.93M	111.38M	366.82K	+10.29%
Mar 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.17%	302.65K	8.57M	-46.23K	-13.25%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.79%	4.85M	137.48M	948.2K	+24.28%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.28%	5.71M	161.75M	885.48K	+18.36%
Mar 31, 2025	MORGAN STANLEY	4.2%	7.32M	207.38M	1.11M	+17.79%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.68%	1.19M	33.79M	557.63K	+87.83%
Mar 31, 2025	COLONY GROUP, LLC	0.55%	964.89K	27.34M	-6.12K	-0.63%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.53%	926.54K	26.25M	37.67K	+4.24%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.52%	912.45K	25.85M	79.12K	+9.49%
Mar 31, 2025	SEI INVESTMENTS CO	0.45%	791.51K	22.42M	57.43K	+7.82%
Mar 31, 2025	LVW ADVISORS, LLC	0.44%	768.72K	21.78M	128.55K	+20.08%
Mar 31, 2025	AA FINANCIAL ADVISORS, LLC	0.17%	287.58K	8.15M	17.41K	+6.44%
Mar 31, 2025	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	10.16%	17.69M	501.19M	1.68M	+10.51%
Mar 31, 2025	VALMARK ADVISERS, INC.	0.29%	507.55K	14.38M	197.35K	+63.62%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.17%	2.05M	57.94M	176.04K	+9.42%
Mar 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.26%	445.88K	12.63M	68.44K	+18.13%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.1%	1.91M	54.1M	326.71K	+20.64%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	1.47%	2.56M	72.46M	396.43K	+18.34%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.85%	3.22M	91.19M	436.83K	+15.70%
Mar 31, 2025		0.18%	309.96K	8.77M	-24.95K	-7.45%
Mar 31, 2025	INVESTMENT PLANNING ADVISORS, INC.	0.18%	315.26K	8.93M	20.84K	+7.08%
Mar 31, 2025	PRINCIPLE WEALTH PARTNERS LLC	0.25%	433.95K	12.29M	-10.29K	-2.32%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.28%	484.28K	13.72M	40.72K	+9.18%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.34%	584.93K	16.58M	27.45K	+4.92%
Mar 31, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.69%	1.19M	33.82M	43.5K	+3.78%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.78%	1.36M	38.46M	49.43K	+3.78%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.17%	10.75M	304.45M	601.93K	+5.93%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	6.88%	11.99M	339.62M	-268.72K	-2.19%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.42%	724.31K	20.52M	-4.84K	-0.66%
Mar 31, 2025	FINANCIAL COUNCIL ASSET MANAGEMENT INC	0.76%	1.33M	37.68M	44.76K	+3.48%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.17%	3.78M	106.96M	584.86K	+18.33%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.13%	1.96M	55.8M	628.52K	+47.08%
Mar 31, 2025	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.15%	267.04K	7.57M	21.08K	+8.57%
Mar 31, 2025	LPL FINANCIAL LLC	5.19%	9.04M	255.97M	2.29M	+33.94%
Mar 31, 2025	ROYAL HARBOR PARTNERS, LLC	0.3%	517.37K	14.66M	240.16K	+86.63%
Mar 31, 2025	STEPHENS INC /AR/	0.31%	538.08K	15.24M	-51.78K	-8.78%
Mar 31, 2025	CLARITY WEALTH ADVISORS, LLC	0.16%	277.94K	7.87M	13.65K	+5.16%
Mar 31, 2025	ROYAL BANK OF CANADA	1.51%	2.63M	74.52M	17.44K	+0.67%
Mar 31, 2025	UBS GROUP AG	2.47%	4.29M	121.68M	58.45K	+1.38%

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