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

Who are the major shareholders selling Capital Group U.S. Multi-Sector Income ETF stock?

BEACON POINTE ADVISORS, LLC, in the last quarter, reduced its stake in CGMS by -0.7% restricting it's holding to 1.55 million shares of worth nearly $42.37M. PRIVATE ADVISOR GROUP, LLC also lessened -27.76% of the CGMS shares from its portfolio, reducing its holding to 556.56 thousand shares of worth $15.21M. ONYX BRIDGE WEALTH GROUP LLC also shunned CGMS shares holding by -1.5% last quarter which brought its holding to 422.55 thousand shares worth $11.55M.

Investors who are buying CGMS stock?

As per its latest 13F filing, CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. increased its stake in CGMS by 17.2% in the last quarter. The institutional holder raised its holding to 2.03 million shares having worth more than $55.45M. KESTRA ADVISORY SERVICES, LLC also added 28.87% more shares of CGMS to its portfolio, raising its holding to 1.27 million shares of worth $34.76M. CETERA INVESTMENT ADVISERS also increased its CGMS shares holding by 17.82% which brought its holding to 5.06 million shares worth $138.34M.

CGMS's major insiders: who are they?

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

Did an insider recently sell CGMS stock?

Company executives, directors, and other insiders own N/A percent of Capital Group U.S. Multi-Sector Income ETF's stock. Within the last six months, there have been 0 transaction(s) in which CGMS insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased CGMS stock?

There have been 0 transaction(s) during the past 6-months in which Capital Group U.S. Multi-Sector Income ETF insiders have bought stock, totalling 0 shares

How much of CGMS does insiders own?

Around 0 Capital Group U.S. Multi-Sector Income ETF shares are held by insiders, which represents about N/A of CGMS stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in CGMS?

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is the largest institutional owner in CGMS which holds 2.03 million shares worth $55.45M or 1.06% of the total CGMS shares outstanding followed by BEACON POINTE ADVISORS, LLC with ownership of 1.55 million shares representing 0.81% of the CGMS ownership. KESTRA ADVISORY SERVICES, LLC is the third largest stakeholder with 1.27 million shares or 0.66% of the ownership worth more than $34.76M.

Is Capital Group U.S. Multi-Sector Income 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 CGMS is concerned, it is a stock which is not optionable.

Is there a short position on CGMS's shares?

Number of CGMS 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 CGMS shares are there?

As of today, null shares of CGMS are outstanding.

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

CGMS 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 CGMS is null.

Capital Group US Multi-Sector Income ETF (CGMS) 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. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is the top corporate investor, holding 2.03M shares valued at $55.45M. A 1.06% stake in Capital Group U.S. Multi-Sector Income ETF is owned by the company. BEACON POINTE ADVISORS, LLC owns 1.55M shares valued at $42.37M, which translates its holding of 0.81% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.06%	2.03M	55.45M	297.77K	+17.20%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.81%	1.55M	42.37M	-10.96K	-0.70%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.66%	1.27M	34.76M	284.94K	+28.87%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	2.64%	5.06M	138.34M	765.56K	+17.82%
Jun 30, 2026	MARKOWSKI INVESTMENTS	0.25%	471.32K	12.88M	471.32K	+100.00%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.32%	613.16K	16.76M	77.88K	+14.55%
Jun 30, 2026	BENJAMIN EDWARDS INC	0.5%	960.52K	26.25M	236.22K	+32.61%
Jun 30, 2026	EQ WEALTH ADVISORS, LLC	0.35%	679.3K	18.57M	40.91K	+6.41%
Jun 30, 2026	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.31%	599.85K	16.39M	89.11K	+17.45%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.29%	556.56K	15.21M	-213.89K	-27.76%
Jun 30, 2026		0.26%	471.32K	12.88M	471.32K	+100.00%
Jun 30, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.24%	455.54K	12.48M	0	0
Jun 30, 2026	ONYX BRIDGE WEALTH GROUP LLC	0.22%	422.55K	11.55M	-6.43K	-1.50%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	422.63K	11.55M	4.83K	+1.16%
Jun 30, 2026	SOUDERS FINANCIAL ADVISORS	0.23%	442.3K	12.09M	28.67K	+6.93%
Jun 30, 2026	CENTENNIAL WEALTH ADVISORY LLC	0.25%	478.47K	13.08M	24.71K	+5.45%
Jun 30, 2026	KWB WEALTH	0.28%	527.42K	14.41M	169.15K	+47.21%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.59%	1.14M	31.07M	84.47K	+8.03%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	5.19%	9.95M	272.07M	2.59M	+35.18%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	4.14%	7.93M	216.65M	928.5K	+13.27%
Jun 30, 2026	CAPITAL ADVANTAGE, INC.	1.98%	3.79M	103.63M	1.29M	+51.74%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.74%	3.33M	91.13M	-120.96K	-3.50%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.71%	3.29M	89.79M	597.5K	+22.23%
Jun 30, 2026	J. DEREK LEWIS & ASSOCIATES INC.	0.4%	768.77K	21.01M	65.08K	+9.25%
Jun 30, 2026	LPL FINANCIAL LLC	11.32%	21.68M	592.64M	2.78M	+14.72%
Jun 30, 2026	MORGAN STANLEY	4.14%	7.93M	216.81M	751.76K	+10.47%
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	1.48%	2.85M	77.77M	107.71K	+3.93%
Jun 30, 2026	STIFEL FINANCIAL CORP	1.15%	2.2M	60.01M	291.03K	+15.28%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.94%	1.79M	49M	429.67K	+31.52%
Jun 30, 2026	VALMARK ADVISERS, INC.	0.93%	1.77M	48.5M	248.74K	+16.30%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.68%	1.3M	35.5M	30.43K	+2.39%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.49%	940.88K	25.71M	86.19K	+10.08%
Jun 30, 2026	REGATTA CAPITAL GROUP, LLC	0.47%	907.53K	24.8M	70.3K	+8.40%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.4%	775.01K	21.18M	153.96K	+24.79%
Jun 30, 2026	REDHAWK WEALTH ADVISORS, INC.	0.36%	693.38K	18.95M	-14.4K	-2.04%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.23%	412.83K	11.28M	17.32K	+4.38%
Jun 30, 2026	VICUS CAPITAL	0.29%	561.64K	15.35M	64.13K	+12.89%
Jun 30, 2026	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	0.23%	415.11K	11.34M	815	+0.20%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.22%	397.37K	10.86M	20.2K	+5.35%
Jun 30, 2026	TURNING POINT BENEFIT GROUP, INC.	0.22%	391.82K	10.71M	233.14K	+146.92%
Jun 30, 2026	CARMEL CAPITAL PARTNERS, LLC	0.21%	369.26K	10.09M	-3.71K	-0.99%
Jun 30, 2026	ST GERMAIN D J CO INC	0.2%	368.32K	10.07M	-252	-0.07%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.19%	337.77K	9.23M	-6.52K	-1.89%
Jun 30, 2026	MAIN LINE RETIREMENT ADVISORS, LLC	0.18%	323.67K	8.85M	6.7K	+2.11%
Jun 30, 2026	CLARITY ASSET MANAGEMENT, INC.	0.18%	316.79K	8.66M	19.84K	+6.68%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.21%	2.33M	63.95M	500.85K	+27.44%
Jun 30, 2026	ROYAL BANK OF CANADA	0.96%	1.85M	50.45M	59.03K	+3.30%
Jun 30, 2026	SCHUSTERMAN INTERESTS, LLC	0.95%	1.82M	49.69M	1.82M	+100.00%
Jun 30, 2026	WAVERLY ADVISORS, LLC	0.5%	951.08K	25.99M	951.08K	+100.00%
Jun 30, 2026	BLUESTEM WEALTH PARTNERS, LLC	0.43%	828.51K	22.64M	134.55K	+19.39%
Jun 30, 2026	TRUEWEALTH ADVISORS, LLC	0.42%	796.07K	21.76M	7.27K	+0.92%
Jun 30, 2026	WINCH ADVISORY SERVICES, LLC	0.41%	791.2K	21.62M	11.25K	+1.44%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.41%	784.66K	21.57M	218.54K	+38.60%
Jun 30, 2026	COMPTON FINANCIAL GROUP, LLC	0.39%	738.47K	20.18M	461.47K	+166.60%
Jun 30, 2026	STEPHENS INC /AR/	0.38%	729.19K	19.93M	26.09K	+3.71%
Jun 30, 2026	ENTRUITY WEALTH, LLC	0.33%	637.74K	17.43M	242.34K	+61.29%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.33%	627.01K	17.14M	17.68K	+2.90%
Jun 30, 2026	BOUVEL INVESTMENT PARTNERS, LLC	0.23%	415.15K	11.35M	189.15K	+83.70%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	4.74%	9.08M	248.05M	1.26M	+16.11%
Jun 30, 2026	UBS GROUP AG	3.26%	6.24M	170.55M	621.46K	+11.06%
Mar 31, 2026	STEPHENS INC /AR/	0.37%	703.1K	19.15M	20.57K	+3.01%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.38%	724.3K	19.72M	135.22K	+22.96%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.41%	770.45K	20.98M	73.87K	+10.60%
Mar 31, 2026	WINCH ADVISORY SERVICES, LLC	0.41%	779.95K	21.24M	7.87K	+1.02%
Mar 31, 2026	TRUEWEALTH ADVISORS, LLC	0.42%	788.8K	21.48M	143.59K	+22.25%
Mar 31, 2026	REGATTA CAPITAL GROUP, LLC	0.44%	837.23K	22.8M	57.96K	+7.44%
Mar 31, 2026	CWM, LLC	0.59%	1.13M	30.79M	175.84K	+18.42%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.67%	1.27M	34.77M	-457.12K	-26.45%
Mar 31, 2026	VALMARK ADVISERS, INC.	0.8%	1.53M	41.55M	879.06K	+135.93%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.26%	4.3M	116.98M	646.55K	+17.72%
Mar 31, 2026	UBS GROUP AG	2.96%	5.62M	153M	1.21M	+27.32%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	4.11%	7.82M	212.85M	1.52M	+24.16%
Mar 31, 2026	LPL FINANCIAL LLC	9.95%	18.9M	514.72M	3.54M	+23.01%
Mar 31, 2026	MAIN LINE RETIREMENT ADVISORS, LLC	0.19%	316.98K	8.63M	376	+0.12%
Mar 31, 2026	SKYLINE ADVISORS, INC.	0.21%	343.31K	9.35M	-183.58K	-34.84%
Mar 31, 2026	KWB WEALTH	0.22%	358.28K	9.9M	-198	-0.06%
Mar 31, 2026	ST GERMAIN D J CO INC	0.23%	368.57K	10.04M	-699	-0.19%
Mar 31, 2026	CARMEL CAPITAL PARTNERS, LLC	0.23%	372.97K	10.16M	28.4K	+8.24%
Mar 31, 2026	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	0.22%	414.3K	11.28M	144	+0.03%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	417.8K	11.38M	-9.74K	-2.28%
Mar 31, 2026	ONYX BRIDGE WEALTH GROUP LLC	0.23%	428.99K	11.68M	22.84K	+5.62%
Mar 31, 2026	VICUS CAPITAL	0.26%	497.5K	13.55M	148.01K	+42.35%
Mar 31, 2026	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.27%	510.73K	13.91M	498.95K	+4,233.76%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.23%	377.18K	10.27M	72.43K	+23.77%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.88%	7.36M	200.54M	1.96M	+36.26%
Mar 31, 2026	MORGAN STANLEY	3.78%	7.18M	195.54M	481.88K	+7.19%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.82%	3.46M	94.09M	331.29K	+10.60%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.91%	1.73M	47.14M	284.06K	+19.63%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.28%	535.28K	14.58M	95.82K	+21.80%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.82%	1.56M	42.51M	17.79K	+1.15%
Mar 31, 2026	ROYAL BANK OF CANADA	0.94%	1.79M	48.66M	291.07K	+19.46%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.72%	1.36M	37.12M	117.36K	+9.42%
Mar 31, 2026	REDHAWK WEALTH ADVISORS, INC.	0.37%	707.79K	19.27M	100.07K	+16.47%
Mar 31, 2026	EQ WEALTH ADVISORS, LLC	0.34%	638.39K	17.38M	43.97K	+7.40%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.96%	1.83M	49.36M	510.28K	+38.80%
Mar 31, 2026	ENTRUITY WEALTH, LLC	0.24%	395.4K	10.77M	56.03K	+16.51%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.45%	854.69K	23.27M	80.95K	+10.46%
Mar 31, 2026	SUNBELT SECURITIES, INC.	0.27%	516.09K	14.05M	85.16K	+19.76%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.3%	566.12K	15.42M	86.22K	+17.97%
Mar 31, 2026	TRUWEALTH ADVISORS, LLC	0.46%	870.24K	23.7M	94.37K	+12.16%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.52%	987.03K	26.88M	152.2K	+18.23%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.55%	1.05M	28.65M	162.3K	+18.24%
Mar 31, 2026	STIFEL FINANCIAL CORP	1%	1.9M	51.86M	512.96K	+36.86%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.32%	609.33K	16.59M	77.45K	+14.56%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.33%	621.06K	16.91M	314.21K	+102.40%
Mar 31, 2026	BLUESTEM WEALTH PARTNERS, LLC	0.37%	693.96K	18.9M	23.81K	+3.55%
Mar 31, 2026	KMG FIDUCIARY PARTNERS, LLC	0.21%	398.12K	10.84M	18.96K	+5.00%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.21%	404.25K	11.01M	65.9K	+19.48%
Mar 31, 2026	SOUDERS FINANCIAL ADVISORS	0.22%	413.63K	11.26M	32.88K	+8.64%
Mar 31, 2026	CENTENNIAL WEALTH ADVISORY LLC	0.24%	453.76K	12.36M	226.31K	+99.50%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.68%	7M	190.58M	1.8M	+34.53%
Mar 31, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.24%	455.54K	12.31M	23.96K	+5.55%
Mar 31, 2026	CAPITAL ADVANTAGE, INC.	1.32%	2.5M	68.04M	190.61K	+8.26%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.41%	2.69M	73.19M	241.54K	+9.87%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	1.44%	2.74M	74.55M	-286.37K	-9.47%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.24%	395.51K	10.77M	24.76K	+6.68%
Mar 31, 2026		0.24%	451.61K	12.3M	281.4K	+165.33%
Dec 31, 2025	CWM, LLC	0.63%	954.76K	26.37M	28.07K	+3.03%
Dec 31, 2025	CAPITAL ADVANTAGE, INC.	1.62%	2.31M	63.75M	138.95K	+6.41%
Dec 31, 2025	MAIN LINE RETIREMENT ADVISORS, LLC	0.22%	316.6K	8.74M	-33.49K	-9.57%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	2%	3.02M	83.53M	368.13K	+13.86%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.32%	479.9K	13.27M	210.62K	+78.21%
Dec 31, 2025	EQ WEALTH ADVISORS, LLC	0.42%	594.42K	16.42M	71.42K	+13.66%
Dec 31, 2025	REDHAWK WEALTH ADVISORS, INC.	0.43%	607.71K	16.79M	68.57K	+12.72%
Dec 31, 2025	BLUESTEM WEALTH PARTNERS, LLC	0.44%	670.16K	18.51M	-167.28K	-19.97%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	1.02%	1.54M	42.63M	36.79K	+2.44%
Dec 31, 2025		0.43%	616.66K	17.03M	616.66K	+100.00%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.3%	427.55K	11.81M	129.71K	+43.55%
Dec 31, 2025	SUNBELT SECURITIES, INC.	0.3%	430.92K	11.9M	122.61K	+39.77%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.62%	2.45M	67.56M	335.13K	+15.88%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.07%	3.12M	86.29M	365.46K	+13.25%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.43%	5.2M	143.69M	863.37K	+19.90%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	3.58%	5.4M	149.28M	1.66M	+44.27%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.22%	338.35K	9.35B	36.72K	+12.17%
Dec 31, 2025	ENTRUITY WEALTH, LLC	0.24%	339.37K	9.37M	141.56K	+71.56%
Dec 31, 2025	VALMARK ADVISERS, INC.	0.46%	646.69K	17.86M	108.23K	+20.10%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.51%	773.74K	21.37M	-137.45K	-15.08%
Dec 31, 2025	CARMEL CAPITAL PARTNERS, LLC	0.24%	344.57K	9.52M	173.21K	+101.07%
Dec 31, 2025	LPL FINANCIAL LLC	10.15%	15.37M	424.43M	3.62M	+30.78%
Dec 31, 2025	MORGAN STANLEY	4.43%	6.7M	185.03M	183.78K	+2.82%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.21%	304.75K	8.42M	75.64K	+33.02%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.24%	370.75K	10.24M	107.67K	+40.93%
Dec 31, 2025	VICUS CAPITAL	0.25%	349.5K	9.65M	54.35K	+18.42%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.32%	457.24K	12.63M	220.27K	+92.95%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.35%	531.88K	14.69M	-10.85K	-2.00%
Dec 31, 2025	SKYLINE ADVISORS, INC.	0.37%	526.89K	14.55M	26.99K	+5.40%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.41%	589.08K	16.27M	132.24K	+28.95%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.82%	1.25M	34.41M	177.06K	+16.57%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	2.41%	3.65M	100.8M	570.06K	+18.51%
Dec 31, 2025	UBS GROUP AG	2.92%	4.41M	121.89M	888.21K	+25.20%
Dec 31, 2025	BETTERMENT LLC	0.21%	315.75K	8.72M	9.41K	+3.07%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.21%	313.04K	8.65M	36.09K	+13.03%
Dec 31, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.2%	291.41K	8.05M	27.53K	+10.43%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.2%	306.85K	8.48M	105.14K	+52.12%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.19%	293.8K	8.11M	46.28K	+18.70%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.26%	376.39K	10.4M	327.1K	+663.71%
Dec 31, 2025	KWB WEALTH	0.25%	358.48K	9.9M	190.96K	+114.00%
Dec 31, 2025	ST GERMAIN D J CO INC	0.26%	369.27K	10.2M	5.32K	+1.46%
Dec 31, 2025	KMG FIDUCIARY PARTNERS, LLC	0.27%	379.16K	10.47M	13.44K	+3.67%
Dec 31, 2025	SOUDERS FINANCIAL ADVISORS	0.27%	380.75K	10.52M	16.56K	+4.55%
Dec 31, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.27%	406.15K	11.22M	-45.37K	-10.05%
Dec 31, 2025	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	0.27%	414.15K	11.44M	-13.97K	-3.26%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.28%	431.58K	11.94M	-12.01K	-2.71%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.29%	439.46K	12.14M	265.82K	+153.08%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.87%	1.32M	36.33M	240.99K	+22.43%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.92%	1.39M	38.44M	205.68K	+17.34%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	4.17%	6.3M	173.88M	894.91K	+16.57%
Dec 31, 2025	ROYAL BANK OF CANADA	0.99%	1.5M	41.31M	276.31K	+22.66%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.02%	1.45M	39.97M	79.51K	+5.81%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.22%	1.73M	47.88M	59.48K	+3.56%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.3%	427.46K	11.81M	2.03K	+0.48%
Dec 31, 2025	MARINER, LLC	0.45%	687.3K	18.98M	23.82K	+3.59%
Dec 31, 2025	TRUEWEALTH ADVISORS, LLC	0.45%	645.21K	17.82M	-153.78K	-19.25%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.46%	696.58K	19.24M	67.83K	+10.79%
Dec 31, 2025	STEPHENS INC /AR/	0.48%	682.53K	18.85M	76.84K	+12.69%
Dec 31, 2025	WINCH ADVISORY SERVICES, LLC	0.51%	772.08K	21.32M	20.97K	+2.79%
Dec 31, 2025	TRUWEALTH ADVISORS, LLC	0.55%	775.87K	21.43M	44.2K	+6.04%
Dec 31, 2025	REGATTA CAPITAL GROUP, LLC	0.55%	779.27K	21.52M	767.74K	+6,655.70%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.55%	834.83K	23.06M	434.6K	+108.59%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.59%	890K	24.58M	113.8K	+14.66%
Sep 30, 2025	BLUESTEM WEALTH PARTNERS, LLC	0.69%	837.43K	23.24M	89.59K	+11.98%
Sep 30, 2025	SKYLINE ADVISORS, INC.	0.41%	499.9K	13.87M	18.48K	+3.84%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.38%	456.84K	12.68M	58.35K	+14.64%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	2.19%	2.66M	73.71M	505.27K	+23.49%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.75%	911.19K	25.29M	256.91K	+39.27%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.64%	776.21K	21.54M	87.17K	+12.65%
Sep 30, 2025	WINCH ADVISORY SERVICES, LLC	0.62%	751.11K	20.84M	9.67K	+1.30%
Sep 30, 2025	TRUWEALTH ADVISORS, LLC	0.6%	731.67K	20.3M	33.72K	+4.83%
Sep 30, 2025	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	0.35%	428.13K	11.88M	20.5K	+5.03%
Sep 30, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.22%	263.89K	7.32M	26.72K	+11.27%
Sep 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0.21%	253.26K	7.03M	-13.43K	-5.03%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.21%	250.98K	6.96M	11.86K	+4.96%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.2%	247.52K	6.87M	-24.25K	-8.92%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.2%	236.97K	6.58M	48.42K	+25.68%
Sep 30, 2025	SWISHER FINANCIAL CONCEPTS, INC.	0.19%	234.82K	6.52M	13.94K	+6.31%
Sep 30, 2025	CENTENNIAL WEALTH ADVISORY LLC	0.19%	224.27K	6.22M	78.2K	+53.54%
Sep 30, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.18%	221.18K	6.14M	4.43K	+2.04%
Sep 30, 2025	CRUMLY & ASSOCIATES INC.	0.18%	217.29K	6.03M	13.65K	+6.70%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.18%	216.33K	6M	67.75K	+45.59%
Sep 30, 2025	BOUVEL INVESTMENT PARTNERS, LLC	0.17%	211.87K	5.88M	-7.59K	-3.46%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.17%	206.95K	5.74M	13.48K	+6.97%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	201.72K	5.6M	55.82K	+38.26%
Sep 30, 2025	ENTRUITY WEALTH, LLC	0.16%	197.81K	5.49M	13.16K	+7.13%
Sep 30, 2025	LPL FINANCIAL LLC	9.7%	11.75M	326.08M	1.81M	+18.18%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.88%	1.07M	29.66M	174.97K	+19.58%
Sep 30, 2025	CWM, LLC	0.76%	926.69K	25.72M	-2.59K	-0.28%
Sep 30, 2025	MARINER, LLC	0.55%	663.48K	18.41M	-78.43K	-10.57%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.25%	301.64K	8.37M	49.94K	+19.84%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	297.84K	8.27M	9.13K	+3.16%
Sep 30, 2025	VICUS CAPITAL	0.24%	295.14K	8.19M	35.22K	+13.55%
Sep 30, 2025	VESTGEN ADVISORS, LLC	0.24%	295K	8.19M	-7.08K	-2.34%
Sep 30, 2025	ASSETMARK, INC	0.24%	289.88K	8.04M	33.82K	+13.21%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	4.46%	5.4M	149.87M	1.16M	+27.23%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	3.09%	3.75M	103.96M	966.97K	+34.79%
Sep 30, 2025	UBS GROUP AG	2.91%	3.52M	97.82M	1.16M	+49.20%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.28%	2.76M	76.55M	357.83K	+14.90%
Sep 30, 2025	CAPITAL ADVANTAGE, INC.	1.79%	2.17M	60.2M	60.9K	+2.89%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.38%	1.67M	46.42M	-156.98K	-8.60%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	1.24%	1.51M	41.81M	1.08M	+251.92%
Sep 30, 2025	STEPHENS INC /AR/	0.5%	605.69K	16.81M	-38.15K	-5.93%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.45%	542.73K	15.06M	17.07K	+3.25%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.74%	2.11M	58.5M	342.24K	+19.35%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.52%	628.76K	17.45M	141.96K	+29.16%
Sep 30, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.37%	451.51K	12.53M	61.79K	+15.86%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.37%	443.59K	12.31M	19.47K	+4.59%
Sep 30, 2025	MORGAN STANLEY	5.38%	6.52M	180.81M	911.42K	+16.26%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	3.58%	4.34M	120.4M	360.17K	+9.05%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	2.54%	3.08M	85.46M	388.98K	+14.46%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.13%	1.37M	37.95M	35.67K	+2.68%
Sep 30, 2025	ROYAL BANK OF CANADA	1.01%	1.22M	33.84M	348.36K	+39.99%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.98%	1.19M	32.91M	-54.8K	-4.42%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.89%	1.07M	29.91M	233.27K	+27.74%
Sep 30, 2025	TRUEWEALTH ADVISORS, LLC	0.66%	798.99K	22.17M	19.28K	+2.47%
Sep 30, 2025	REDHAWK WEALTH ADVISORS, INC.	0.45%	539.14K	14.96M	-37.43K	-6.49%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.44%	538.46K	14.94M	24.24K	+4.71%
Sep 30, 2025	EQ WEALTH ADVISORS, LLC	0.43%	523K	14.51M	39.32K	+8.13%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.35%	425.43K	11.81M	7.31K	+1.75%
Sep 30, 2025	JANE STREET GROUP, LLC	0.35%	418.05K	11.6M	299.86K	+253.70%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.33%	400.24K	11.11M	39.57K	+10.97%
Sep 30, 2025	KMG FIDUCIARY PARTNERS, LLC	0.3%	365.73K	10.15M	10.06K	+2.83%
Sep 30, 2025	SOUDERS FINANCIAL ADVISORS	0.3%	364.18K	10.11M	31.63K	+9.51%
Sep 30, 2025	ST GERMAIN D J CO INC	0.3%	363.95K	10.1M	16.94K	+4.88%
Sep 30, 2025	MAIN LINE RETIREMENT ADVISORS, LLC	0.29%	350.1K	9.72M	37.69K	+12.07%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0.25%	308.31K	8.56M	71.25K	+30.06%
Sep 30, 2025	BETTERMENT LLC	0.25%	306.34K	8.5M	-14.08K	-4.39%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.56%	2.78M	76.76M	322.63K	+13.13%
Jun 30, 2025	VALMARK ADVISERS, INC.	0.47%	514.22K	14.2M	62.57K	+13.85%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.63%	689.03K	19.03M	10.16K	+1.50%
Jun 30, 2025	TRUWEALTH ADVISORS, LLC	0.64%	697.95K	19.28M	86.92K	+14.22%
Jun 30, 2025	MARINER, LLC	0.68%	741.91K	20.49M	19.18K	+2.65%
Jun 30, 2025	WINCH ADVISORY SERVICES, LLC	0.68%	741.44K	20.48M	8.54K	+1.17%
Jun 30, 2025	TRUEWEALTH ADVISORS, LLC	0.72%	779.71K	21.54M	46.35K	+6.32%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.77%	840.93K	23.13M	131.98K	+18.62%
Jun 30, 2025	ROYAL BANK OF CANADA	0.8%	871.11K	24.06M	106.59K	+13.94%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.82%	893.79K	24.69M	140.16K	+18.60%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.68%	1.83M	50.4M	7.3K	+0.40%
Jun 30, 2025	CAPITAL ADVANTAGE, INC.	1.94%	2.11M	58.23M	2.11M	+100.00%
Jun 30, 2025	ASSETMARK, INC	0.24%	256.06K	7.07M	251.1K	+5,070.76%
Jun 30, 2025	VICUS CAPITAL	0.24%	259.93K	7.18M	-38.22K	-12.82%
Jun 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0.25%	266.69K	7.37M	266.69K	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.25%	271.77K	7.51M	11.47K	+4.41%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.27%	288.71K	7.97M	288.71K	+100.00%
Jun 30, 2025	MAIN LINE RETIREMENT ADVISORS, LLC	0.29%	312.4K	8.63M	13.51K	+4.52%
Jun 30, 2025	CWM, LLC	0.86%	929.29K	25.67M	757.8K	+441.89%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.63%	1.77M	48.85M	410.73K	+30.24%
Jun 30, 2025	STIFEL FINANCIAL CORP	1.14%	1.24M	34.27M	249.89K	+25.22%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.23%	1.33M	36.79M	169.91K	+14.62%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	1.98%	2.15M	59.41M	99.82K	+4.87%
Jun 30, 2025	UBS GROUP AG	2.18%	2.36M	65.25M	245.86K	+11.62%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.21%	2.4M	66.31M	280.08K	+13.21%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	2.48%	2.69M	74.31M	429.05K	+18.97%
Jun 30, 2025	VESTGEN ADVISORS, LLC	0.28%	302.08K	8.34M	-587	-0.19%
Jun 30, 2025	EQ WEALTH ADVISORS, LLC	0.45%	483.68K	13.36M	58.88K	+13.86%
Jun 30, 2025	BLUESTEM WEALTH PARTNERS, LLC	0.69%	747.84K	20.66M	42.69K	+6.05%
Jun 30, 2025	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	0.38%	407.63K	11.26M	324.68K	+391.42%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.39%	418.12K	11.55M	-48.52K	-10.40%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.91%	4.24M	117.24M	607.8K	+16.71%
Jun 30, 2025	CARMEL CAPITAL PARTNERS, LLC	0.2%	215.49K	5.95M	17.33K	+8.74%
Jun 30, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.2%	216.75K	5.99M	354	+0.16%
Jun 30, 2025	BOUVEL INVESTMENT PARTNERS, LLC	0.2%	219.46K	6.06M	3.08K	+1.42%
Jun 30, 2025	BETTERMENT LLC	0.3%	320.41K	8.85M	3.35K	+1.06%
Jun 30, 2025		0.28%	302.08K	8.34M	-587	-0.19%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.39%	424.12K	11.66M	30.96K	+7.88%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.39%	428.13K	11.83M	428.13K	+100.00%
Jun 30, 2025	SWISHER FINANCIAL CONCEPTS, INC.	0.2%	220.87K	6.1M	-5.87K	-2.59%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.22%	237.06K	6.47M	-26.07K	-9.91%
Jun 30, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.22%	237.16K	6.55M	7.21K	+3.14%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.22%	239.13K	6.6M	-96.12K	-28.67%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.23%	251.69K	6.95M	41.77K	+19.90%
Jun 30, 2025	SKYLINE ADVISORS, INC.	0.44%	481.42K	13.3M	8.38K	+1.77%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.45%	486.8K	13.45M	-32.41K	-6.24%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.37%	398.49K	11.01M	17.35K	+4.55%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.67%	3.98M	109.89M	-26.55K	-0.66%
Jun 30, 2025	MORGAN STANLEY	5.16%	5.6M	154.79B	-348.13K	-5.85%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.31%	331.76K	9.16B	331.76K	+100.00%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.48%	525.66K	14.52M	-3.53K	-0.67%
Jun 30, 2025	REDHAWK WEALTH ADVISORS, INC.	0.53%	576.57K	15.92M	-5.18K	-0.89%
Jun 30, 2025	STEPHENS INC /AR/	0.59%	643.84K	17.78M	51.33K	+8.66%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.6%	654.28K	18.07M	344.99K	+111.55%
Jun 30, 2025	LPL FINANCIAL LLC	9.16%	9.94M	274.63M	1.77M	+21.63%
Jun 30, 2025	SOUDERS FINANCIAL ADVISORS	0.31%	332.56K	9.19M	21.16K	+6.79%
Jun 30, 2025	ST GERMAIN D J CO INC	0.32%	347K	9.58M	2.64K	+0.77%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.33%	355K	9.81M	-179.96K	-33.64%
Jun 30, 2025	KMG FIDUCIARY PARTNERS, LLC	0.33%	355.67K	9.82M	37.42K	+11.76%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.33%	360.67K	9.96M	60.24K	+20.05%
Jun 30, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.36%	389.72K	10.76M	181.66K	+87.31%
Mar 31, 2025	ST GERMAIN D J CO INC	0.37%	344.37K	9.4M	20.4K	+6.30%
Mar 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.42%	393.16K	10.73M	207.8K	+112.10%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.28%	260.3K	7.11M	30.57K	+13.31%
Mar 31, 2025	SUNBELT SECURITIES, INC.	0.28%	263.13K	7.18M	27.36K	+11.60%
Mar 31, 2025	JANE STREET GROUP, LLC	0.63%	592.43K	16.17M	330.13K	+125.86%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.72%	678.88K	18.53M	160.15K	+30.87%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	2.18%	2.05M	55.99M	5.49K	+0.27%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.57%	534.95K	14.67M	16.48K	+3.18%
Mar 31, 2025	MAIN LINE RETIREMENT ADVISORS, LLC	0.32%	298.9K	8.16M	17.94K	+6.39%
Mar 31, 2025	SWISHER FINANCIAL CONCEPTS, INC.	0.24%	226.75K	6.19M	128.93K	+131.81%
Mar 31, 2025	BETTERMENT LLC	0.34%	317.06K	8.66M	19.6K	+6.59%
Mar 31, 2025	SKYLINE ADVISORS, INC.	0.5%	473.04K	12.91M	11.45K	+2.48%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.56%	529.19K	14.45M	28.17K	+5.62%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.75%	708.96K	19.35M	280.57K	+65.50%
Mar 31, 2025	REDHAWK WEALTH ADVISORS, INC.	0.62%	581.75K	15.88M	15.83K	+2.80%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.45%	1.36M	37.08M	332.86K	+32.47%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.94%	1.82M	49.64M	219.94K	+13.76%
Mar 31, 2025	VICUS CAPITAL	0.32%	298.15K	8.14M	11.07K	+3.85%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.41%	381.14K	10.41M	50.81K	+15.38%
Mar 31, 2025	TRUEWEALTH ADVISORS, LLC	0.78%	733.36K	20.02M	111.52K	+17.93%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.8%	753.64K	20.57M	121.49K	+19.22%
Mar 31, 2025	ROYAL BANK OF CANADA	0.81%	764.52K	20.87M	251.8K	+49.11%
Mar 31, 2025	STIFEL FINANCIAL CORP	1.05%	990.89K	27.05M	494.34K	+99.56%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.24%	1.16M	31.73M	101.19K	+9.54%
Mar 31, 2025	SOUDERS FINANCIAL ADVISORS	0.33%	311.4K	8.5M	32.09K	+11.49%
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.36%	335.25K	9.15M	9.22K	+2.83%
Mar 31, 2025	TRUWEALTH ADVISORS, LLC	0.65%	611.03K	16.68M	98.73K	+19.27%
Mar 31, 2025	UBS GROUP AG	2.25%	2.12M	57.79M	470.6K	+28.59%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	4.26%	4.01M	109.34M	2.51M	+167.87%
Mar 31, 2025	MORGAN STANLEY	6.34%	5.95M	162.5M	1.2M	+25.27%
Mar 31, 2025	LPL FINANCIAL LLC	8.7%	8.18M	223.18M	2.73M	+50.13%
Mar 31, 2025	CITADEL ADVISORS LLC	0.26%	243.77K	6.65M	167.12K	+218.02%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.32%	300.42K	8.2M	99.63K	+49.62%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.33%	309.28K	8.44M	207.31K	+203.30%
Mar 31, 2025	MARINER, LLC	0.77%	722.73K	19.73M	35.95K	+5.23%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.26%	2.12M	57.9M	406.57K	+23.72%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	2.41%	2.26M	61.74M	459.66K	+25.51%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.62%	2.46M	67.07M	543.35K	+28.40%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.87%	3.64M	99.29M	643.2K	+21.49%
Mar 31, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.24%	229.95K	6.28M	140.61K	+157.39%
Mar 31, 2025	KMG FIDUCIARY PARTNERS, LLC	0.34%	318.25K	8.69M	61.06K	+23.74%
Mar 31, 2025	VALMARK ADVISERS, INC.	0.48%	451.65K	12.33M	98.85K	+28.02%
Mar 31, 2025	STEPHENS INC /AR/	0.63%	592.51K	16.18M	-13.07K	-2.16%
Mar 31, 2025	DEDORA CAPITAL, INC.	0.49%	456.36K	12.46M	14.03K	+3.17%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.5%	466.64K	12.74M	32.15K	+7.40%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.55%	519.2K	14.17M	127.76K	+32.64%
Mar 31, 2025	WINCH ADVISORY SERVICES, LLC	0.78%	732.89K	20.01M	13.65K	+1.90%
Mar 31, 2025		0.32%	302.67K	8.26M	302.67K	+100.00%

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