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

Who are the major shareholders selling Capital Group New Geography Equity ETF stock?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, in the last quarter, reduced its stake in CGNG by -19.01% restricting it's holding to 337.82 thousand shares of worth nearly $12.40M. APRIO WEALTH MANAGEMENT, LLC also lessened -9.74% of the CGNG shares from its portfolio, reducing its holding to 199.06 thousand shares of worth $7.46M. EAGLE BAY ADVISORS LLC also shunned CGNG shares holding by -0.98% last quarter which brought its holding to 150.17 thousand shares worth $5.63M.

Investors who are buying CGNG stock?

As per its latest 13F filing, ARMOR INVESTMENT ADVISORS, LLC increased its stake in CGNG by 3.08% in the last quarter. The institutional holder raised its holding to 224.77 thousand shares having worth more than $8.42M. PRIVATE ADVISOR GROUP, LLC also added 10.96% more shares of CGNG to its portfolio, raising its holding to 364.91 thousand shares of worth $13.67M. NATIXIS ADVISORS, L.P. also increased its CGNG shares holding by 73.94% which brought its holding to 226.61 thousand shares worth $8.49M.

CGNG's major insiders: who are they?

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

Did an insider recently sell CGNG stock?

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

Which insider recently purchased CGNG stock?

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

How much of CGNG does insiders own?

Around 0 Capital Group New Geography Equity ETF shares are held by insiders, which represents about N/A of CGNG stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in CGNG?

ARMOR INVESTMENT ADVISORS, LLC is the largest institutional owner in CGNG which holds 224.77 thousand shares worth $8.42M or 0.28% of the total CGNG shares outstanding followed by PRIVATE ADVISOR GROUP, LLC with ownership of 364.91 thousand shares representing 0.46% of the CGNG ownership. NATIXIS ADVISORS, L.P. is the third largest stakeholder with 226.61 thousand shares or 0.28% of the ownership worth more than $8.49M.

Is Capital Group New Geography 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 CGNG is concerned, it is a stock which is not optionable.

Is there a short position on CGNG's shares?

Number of CGNG 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 CGNG shares are there?

As of today, null shares of CGNG are outstanding.

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

CGNG 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 CGNG is null.

Capital Group New Geography Equity ETF (CGNG) 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. ARMOR INVESTMENT ADVISORS, LLC is the top corporate investor, holding 224.77K shares valued at $8.42M. A 0.28% stake in Capital Group New Geography Equity ETF is owned by the company. PRIVATE ADVISOR GROUP, LLC owns 364.91K shares valued at $13.67M, which translates its holding of 0.46% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ARMOR INVESTMENT ADVISORS, LLC	0.28%	224.77K	8.42M	6.71K	+3.08%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.46%	364.91K	13.67M	36.05K	+10.96%
Jun 30, 2026	NATIXIS ADVISORS, L.P.	0.28%	226.61K	8.49M	96.33K	+73.94%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.39%	307.94K	11.54M	59.86K	+24.13%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.61%	484.89K	18.16M	484.89K	+100.00%
Jun 30, 2026	PRESPER FINANCIAL ARCHITECTS, LLC	0.6%	473.9K	17.75M	202	+0.04%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.38%	300.5K	11.26M	202.54K	+206.77%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.39%	309.21K	11.58M	2.9K	+0.95%
Jun 30, 2026	SILVEROAK WEALTH MANAGEMENT LLC	0.38%	300.16K	11.24M	2.61K	+0.88%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.5%	400.25K	14.99M	16.21K	+4.22%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.58%	461.39K	17.33M	170.89K	+58.82%
Jun 30, 2026	JOHNSON BIXBY & ASSOCIATES, LLC	0.63%	499.27K	18.7M	17.15K	+3.56%
Jun 30, 2026	PETREDIS INVESTMENT ADVISORS LLC	0.65%	514K	19.25M	12.69K	+2.53%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	1.41%	1.12M	41.96M	72.07K	+6.88%
Jun 30, 2026	BENJAMIN EDWARDS INC	1.98%	1.58M	59.13M	237.3K	+17.69%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	3.61%	2.88M	107.73M	475.89K	+19.83%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	6.75%	5.38M	201.44M	1.98M	+58.44%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.42%	337.82K	12.4M	-79.32K	-19.01%
Jun 30, 2026	EWA, LLC	0.25%	201.32K	7.54M	16.32K	+8.82%
Jun 30, 2026	CAPITAL ANALYSTS, LLC	0.65%	519.39K	19.46M	77.73K	+17.60%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.37%	89.36K	3.35M	17.34K	+24.08%
Jun 30, 2026	QUADCAP WEALTH MANAGEMENT, LLC	0.35%	281.07K	10.53M	20.06K	+7.69%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.3%	235.6K	8.83M	21.21K	+9.89%
Jun 30, 2026	STEPHENS INC /AR/	0.33%	265.99K	9.96M	29.8K	+12.61%
Jun 30, 2026	J. DEREK LEWIS & ASSOCIATES INC.	0.61%	146.57K	5.49M	19.16K	+15.04%
Jun 30, 2026	NEWCORP FINANCIAL SERVICES, INC.	0.6%	144.16K	5.4M	7.24K	+5.28%
Jun 30, 2026	NAVPOINT FINANCIAL, INC.	0.48%	116.23K	4.35M	17.91K	+18.22%
Jun 30, 2026	EQUITY WEALTH PARTNERS, LLC	0.47%	114.17K	4.28M	114.17K	+100.00%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.91%	722.53K	27.07M	7.31K	+1.02%
Jun 30, 2026	ROYAL BANK OF CANADA	0.94%	751.26K	28.14M	138.44K	+22.59%
Jun 30, 2026	GATEWAY WEALTH PARTNERS, LLC	0.39%	94.44K	3.54M	14.03K	+17.45%
Jun 30, 2026	STONEBRIDGE FINANCIAL GROUP, LLC	0.45%	108.73K	4.07M	30.59K	+39.15%
Jun 30, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.4%	95.74K	3.53M	0	0
Jun 30, 2026	LINCOLN CAPITAL CORP	0.3%	242.5K	9.08M	6.92K	+2.94%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.3%	236.33K	8.85M	14.97K	+6.76%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	4.87%	3.88M	145.38M	2.33M	+150.07%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	4.15%	3.3M	123.8M	491.7K	+17.48%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.86%	1.48M	55.5M	178.75K	+13.72%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.34%	1.07M	39.9M	289.67K	+37.36%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.16%	926.27K	33.81M	351.71K	+61.21%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	1%	795.67K	29.81M	76.47K	+10.63%
Jun 30, 2026	SENTINEL ADVISORY GROUP, LLC	0.32%	251.2K	9.41M	7.66K	+3.14%
Jun 30, 2026	LPL FINANCIAL LLC	11.07%	8.81M	330.2M	1.78M	+25.32%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.12%	4.07M	152.63M	920.57K	+29.19%
Jun 30, 2026	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	4.59%	3.66M	137.01M	462.69K	+14.48%
Jun 30, 2026	GARRETT WEALTH ADVISORY GROUP, LLC	0.79%	628.2K	23.53M	26.48K	+4.40%
Jun 30, 2026	ASSETMARK, INC	0.78%	621.29K	23.27M	195.41K	+45.88%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.7%	557.27K	20.88M	27.55K	+5.20%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.64%	508.55K	19.05M	119.49K	+30.71%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.38%	305.56K	11.45M	52.35K	+20.67%
Jun 30, 2026	COMPTON FINANCIAL GROUP, LLC	0.36%	288.76K	10.82M	202.95K	+236.51%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.26%	204.06K	7.64M	33.08K	+19.35%
Jun 30, 2026	SOUDERS FINANCIAL ADVISORS	0.83%	200.36K	7.51M	10.45K	+5.50%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.82%	199.43K	7.47M	3.68K	+1.88%
Jun 30, 2026	APRIO WEALTH MANAGEMENT, LLC	0.82%	199.06K	7.46M	-21.47K	-9.74%
Jun 30, 2026	ERGAWEALTH ADVISORS, INC.	0.73%	176.25K	6.6M	2.27K	+1.31%
Jun 30, 2026	CODE WAECHTER LLC	0.7%	168.17K	6.3M	9.93K	+6.27%
Jun 30, 2026	EAGLE BAY ADVISORS LLC	0.62%	150.17K	5.63M	-1.48K	-0.98%
Jun 30, 2026		1.04%	251.2K	9.41M	7.66K	+3.14%
Jun 30, 2026	VALMARK ADVISERS, INC.	0.56%	135.95K	5.09M	83.11K	+157.27%
Jun 30, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.54%	129.96K	4.87M	14.95K	+13.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.35%	1.08M	40.34M	245.97K	+29.60%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	1.2%	956.91K	35.85M	372.45K	+63.72%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.97%	769.37K	28.82M	359.42K	+87.68%
Jun 30, 2026	UBS GROUP AG	0.84%	669.56K	25.08M	112.88K	+20.28%
Jun 30, 2026	CONFLUENCE WEALTH SERVICES, INC.	0.83%	663.79K	24.86M	150.88K	+29.42%
Jun 30, 2026	WAVERLY ADVISORS, LLC	0.7%	558.86K	20.94M	-323	-0.06%
Mar 31, 2026	STRATEGIC BLUEPRINT, LLC	0.51%	122.47K	3.87M	4.01K	+3.38%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	2.96%	715.22K	22.58M	84.94K	+13.48%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	3.2%	775.41K	24.48M	-26.58K	-3.31%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	3.43%	830.94K	26.23M	-78.28K	-8.61%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	4.33%	1.05M	33.09M	-7.86K	-0.74%
Mar 31, 2026	BENJAMIN EDWARDS INC	5.54%	1.34M	42.35M	1.05M	+360.08%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	1.2%	290.51K	9.18M	39.41K	+15.70%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	6.41%	1.55M	48.99M	859.84K	+124.25%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	9.92%	2.4M	75.77M	282.05K	+13.32%
Mar 31, 2026	NATIONAL WEALTH MANAGEMENT GROUP, LLC	0.71%	171.26K	5.41M	7.48K	+4.56%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	1.03%	248.07K	7.83M	-4.37K	-1.73%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.05%	253.21K	7.99M	190.1K	+301.22%
Mar 31, 2026	QUADCAP WEALTH MANAGEMENT, LLC	1.08%	261.01K	8.24M	46.1K	+21.45%
Mar 31, 2026	SOUDERS FINANCIAL ADVISORS	0.78%	189.91K	6M	9.11K	+5.04%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.93%	225.98K	7.13M	225.98K	+100.00%
Mar 31, 2026	STIFEL FINANCIAL CORP	1.69%	409.95K	12.94M	161.74K	+65.16%
Mar 31, 2026	UBS GROUP AG	2.3%	556.68K	17.57M	556.42K	+218,205.49%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.47%	113.44K	3.58M	90.71K	+399.08%
Mar 31, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.48%	115.01K	3.63M	11.6K	+11.22%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	11.63%	2.81M	88.81M	693.53K	+32.72%
Mar 31, 2026	CRA FINANCIAL SERVICES, LLC	0.51%	123.65K	3.9M	32.53K	+35.69%
Mar 31, 2026	NATIXIS ADVISORS, L.P.	0.54%	130.28K	4.11M	73.36K	+128.86%
Mar 31, 2026	EAGLE BAY ADVISORS LLC	0.63%	151.65K	4.79M	151.65K	+100.00%
Mar 31, 2026	CODE WAECHTER LLC	0.65%	158.24K	5M	158.24K	+100.00%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.71%	170.98K	5.4M	158.99K	+1,325.33%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	13.04%	3.15M	99.57M	1.42M	+81.59%
Mar 31, 2026	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	13.21%	3.19M	100.86M	543.49K	+20.50%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	14.03%	3.39M	107.14M	836.64K	+32.72%
Mar 31, 2026	LPL FINANCIAL LLC	29.07%	7.03M	222.05M	2.5M	+55.16%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.91%	221.36K	6.99M	168.88K	+321.77%
Mar 31, 2026	LINCOLN CAPITAL CORP	0.97%	235.58K	7.44M	4.19K	+1.81%
Mar 31, 2026	WAVERLY ADVISORS, LLC	2.31%	559.19K	17.65M	-2.13K	-0.38%
Mar 31, 2026	STEPHENS INC /AR/	0.98%	236.19K	7.46M	-80.35K	-25.38%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	5.38%	1.3M	41.13M	739.84K	+131.42%
Mar 31, 2026	JOHNSON BIXBY & ASSOCIATES, LLC	1.99%	482.12K	15.22M	15.28K	+3.27%
Mar 31, 2026	PRESPER FINANCIAL ARCHITECTS, LLC	1.96%	473.7K	14.95M	473.7K	+100.00%
Mar 31, 2026	CAPITAL ANALYSTS, LLC	1.83%	441.66K	13.94M	77.77K	+21.37%
Mar 31, 2026	JANE STREET GROUP, LLC	1.82%	440K	13.89M	440K	+100.00%
Mar 31, 2026	ASSETMARK, INC	1.76%	425.88K	13.45M	95.22K	+28.79%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.72%	417.14K	13.19M	-10.85K	-2.53%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	1.61%	389.06K	12.28M	135.31K	+53.32%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.59%	384.04K	12.12M	-74.38K	-16.22%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	1.36%	328.86K	10.38M	23.32K	+7.63%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	1.27%	306.31K	9.67M	26.37K	+9.42%
Mar 31, 2026	SILVEROAK WEALTH MANAGEMENT LLC	1.23%	297.55K	9.39M	16.33K	+5.81%
Mar 31, 2026		1.01%	243.54K	7.69M	243.54K	+100.00%
Mar 31, 2026	APRIO WEALTH MANAGEMENT, LLC	0.91%	220.53K	6.96M	34.3K	+18.41%
Mar 31, 2026	ARMOR INVESTMENT ADVISORS, LLC	0.9%	218.06K	6.88M	22.81K	+11.68%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.89%	214.39K	6.77M	31.32K	+17.11%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.81%	195.75K	6.18M	142.11K	+264.90%
Mar 31, 2026	EWA, LLC	0.76%	185.01K	5.84M	185.01K	+100.00%
Mar 31, 2026	ERGAWEALTH ADVISORS, INC.	0.72%	173.98K	5.49M	8.93K	+5.41%
Mar 31, 2026	PETREDIS INVESTMENT ADVISORS LLC	2.07%	501.3K	15.83M	13.94K	+2.86%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	2.97%	719.19K	22.7M	61.28K	+9.31%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	2.37%	574.57K	17.58M	354.95K	+161.62%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	2.42%	584.47K	18.45M	220.36K	+60.52%
Mar 31, 2026	GARRETT WEALTH ADVISORY GROUP, LLC	2.49%	601.73K	19M	135.05K	+28.94%
Mar 31, 2026	ROYAL BANK OF CANADA	2.53%	612.82K	19.35M	4.03K	+0.66%
Mar 31, 2026	CONFLUENCE WEALTH SERVICES, INC.	2.12%	512.91K	16.19M	59.11K	+13.03%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	2.19%	529.72K	16.72M	21K	+4.13%
Dec 31, 2025	ARMSTRONG, FLEMING & MOORE, INC	0.35%	84.93K	2.71M	1.42K	+1.70%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.36%	86.34K	2.77M	11.03K	+14.65%
Dec 31, 2025	CRA FINANCIAL SERVICES, LLC	0.38%	91.12K	2.91M	3.88K	+4.45%
Dec 31, 2025	ROYAL BANK OF CANADA	2.52%	608.79K	19.44M	42.55K	+7.51%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	1.04%	251.09K	8.01M	83.04K	+49.42%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	1.16%	279.94K	8.94M	30.38K	+12.17%
Dec 31, 2025	CAPITAL ANALYSTS, LLC	1.5%	363.89K	11.62M	78.75K	+27.62%
Dec 31, 2025	JOHNSON BIXBY & ASSOCIATES, LLC	1.93%	466.84K	14.91M	-42.72K	-8.38%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	2.1%	508.72K	16.24M	10.32K	+2.07%
Dec 31, 2025	WAVERLY ADVISORS, LLC	2.32%	561.31K	17.92M	5.54K	+1.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.33%	562.95K	17.97M	544.12K	+2,890.26%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.86%	692.05K	22.1M	532.77K	+334.48%
Dec 31, 2025	CONFLUENCE WEALTH SERVICES, INC.	1.88%	453.79K	14.49M	37.97K	+9.13%
Dec 31, 2025	LINCOLN CAPITAL CORP	0.96%	231.4K	7.39M	7.95K	+3.56%
Dec 31, 2025	SOUDERS FINANCIAL ADVISORS	0.75%	180.8K	5.77M	4.98K	+2.83%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.44%	105.44K	3.37M	38.99K	+58.67%
Dec 31, 2025	NAVPOINT FINANCIAL, INC.	0.33%	80.37K	2.57M	25.54K	+46.57%
Dec 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.3%	73.69K	2.35M	73.69K	+100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.29%	70.64K	2.26M	18.38K	+35.18%
Dec 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.29%	69.3K	2.21M	9.46K	+15.82%
Dec 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.28%	68.71K	2.19M	1.63K	+2.43%
Dec 31, 2025	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	10.96%	2.65M	84.66M	220.62K	+9.08%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.77%	427.99K	14.22M	399.3K	+1,392.17%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	3.76%	909.21K	29.03M	124.59K	+15.88%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	8.75%	2.12M	67.63M	252.3K	+13.52%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	8.76%	2.12M	67.68M	845.92K	+66.41%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	10.57%	2.56M	81.65M	338.15K	+15.24%
Dec 31, 2025	ARMOR INVESTMENT ADVISORS, LLC	0.81%	195.25K	6.23M	22.54K	+13.05%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	1.5%	364.11K	11.63M	65.35K	+21.87%
Dec 31, 2025	LANTZ FINANCIAL LLC	0.39%	94.05K	3M	14.85K	+18.76%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	2.61%	630.28K	20.12M	52.34K	+9.06%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	3.31%	801.99K	25.61M	496.61K	+162.62%
Dec 31, 2025	LPL FINANCIAL LLC	18.74%	4.53M	144.74M	1.47M	+48.10%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	4.36%	1.06M	33.71M	-11.18K	-1.05%
Dec 31, 2025	QUADCAP WEALTH MANAGEMENT, LLC	0.89%	214.91K	6.86M	14.89K	+7.44%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.91%	219.62K	7.01M	86.81K	+65.37%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1%	242.98K	7.76M	57.84K	+31.24%
Dec 31, 2025	STIFEL FINANCIAL CORP	1.03%	248.21K	7.93M	112.48K	+82.88%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	1.04%	252.45K	8.06M	111.83K	+79.53%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	1.05%	253.75K	8.1M	86.23K	+51.48%
Dec 31, 2025	SILVEROAK WEALTH MANAGEMENT LLC	1.16%	281.22K	8.98M	175.16K	+165.16%
Dec 31, 2025	BENJAMIN EDWARDS INC	1.21%	291.55K	9.31M	83.2K	+39.93%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	1.26%	305.55K	9.76M	29.64K	+10.74%
Dec 31, 2025	STEPHENS INC /AR/	1.31%	316.54K	10.11M	-51.17K	-13.92%
Dec 31, 2025	ASSETMARK, INC	1.37%	330.67K	10.56M	101.28K	+44.15%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.89%	458.42K	14.64M	227.7K	+98.69%
Dec 31, 2025	GARRETT WEALTH ADVISORY GROUP, LLC	1.93%	466.67K	14.9M	38.9K	+9.09%
Dec 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.43%	103.41K	3.3M	13.35K	+14.82%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.76%	183.07K	5.85M	20.36K	+12.52%
Dec 31, 2025	ERGAWEALTH ADVISORS, INC.	0.68%	165.05K	5.27M	93.42K	+130.41%
Dec 31, 2025	STRATEGIC BLUEPRINT, LLC	0.49%	118.46K	3.78M	18.61K	+18.63%
Dec 31, 2025	PETREDIS INVESTMENT ADVISORS LLC	2.01%	487.36K	15.56M	-1.34K	-0.27%
Dec 31, 2025	NATIONAL WEALTH MANAGEMENT GROUP, LLC	0.68%	163.79K	5.23M	163.79K	+100.00%
Dec 31, 2025		0.55%	133.46K	4.26M	133.46K	+100.00%
Dec 31, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.55%	132.22K	4.22M	72.16K	+120.14%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.54%	130.74K	4.17M	48.51K	+59.00%
Dec 31, 2025	APRIO WEALTH MANAGEMENT, LLC	0.77%	186.23K	5.95M	186.23K	+100.00%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.51%	123.78K	3.95M	13.93K	+12.68%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	2.72%	657.92K	21.01M	62.21K	+10.44%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	7.18%	1.74M	55.45M	381.48K	+28.15%
Dec 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.34%	82.55K	2.64M	-766	-0.92%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	2.39%	577.94K	17.86M	43.86K	+8.21%
Sep 30, 2025	STEPHENS INC /AR/	1.52%	367.71K	11.36M	212.54K	+136.96%
Sep 30, 2025	OLD MISSION CAPITAL LLC	1.88%	454.29K	14.04M	454.29K	+100.00%
Sep 30, 2025	SILVEROAK WEALTH MANAGEMENT LLC	0.44%	106.05K	3.28M	106.05K	+100.00%
Sep 30, 2025	LANTZ FINANCIAL LLC	0.33%	79.19K	2.45M	8.58K	+12.15%
Sep 30, 2025	GARRETT WEALTH ADVISORY GROUP, LLC	1.77%	427.78K	13.22M	20.56K	+5.05%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	1.03%	249.57K	7.71M	188.54K	+308.96%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.27%	66.45K	2.05M	44.77K	+206.39%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.26%	63.92K	1.97M	-2.28K	-3.45%
Sep 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.25%	59.84K	1.85M	2.49K	+4.34%
Sep 30, 2025	NAVPOINT FINANCIAL, INC.	0.23%	54.83K	1.69M	15.61K	+39.80%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.22%	52.26K	1.61M	9.38K	+21.87%
Sep 30, 2025	BETA WEALTH GROUP, INC.	0.21%	51.4K	1.59M	-185.48K	-78.30%
Sep 30, 2025	MENDEL MONEY MANAGEMENT	0.2%	47.61K	1.47M	7.28K	+18.05%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.2%	47.17K	1.46M	5.69K	+13.70%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.19%	45.73K	1.41M	32.35K	+241.65%
Sep 30, 2025	CULLEN/FROST BANKERS, INC.	0.19%	45.19K	1.4M	19.18K	+73.74%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.18%	43.11K	1.33M	27.59K	+177.76%
Sep 30, 2025	CORNELL POCHILY INVESTMENT ADVISORS, INC.	0.17%	41.89K	1.29M	22.64K	+117.59%
Sep 30, 2025	STABLEPOINT PARTNERS, LLC	0.17%	41.83K	1.29M	2.26K	+5.71%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.66%	159.28K	4.92M	159.28K	+100.00%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.58%	140.61K	4.34M	95.71K	+213.12%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.56%	135.72K	4.19M	119.24K	+723.61%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.26%	305.38K	9.21M	158.24K	+107.55%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	1.23%	298.76K	9.23M	113.65K	+61.39%
Sep 30, 2025	ARMOR INVESTMENT ADVISORS, LLC	0.71%	172.71K	5.34M	151.14K	+700.94%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.69%	168.05K	5.2M	57.89K	+52.55%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.55%	132.81K	4.07M	60.24K	+83.02%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.31%	75.31K	2.32M	75.31K	+100.00%
Sep 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.34%	83.32K	2.57M	5.68K	+7.31%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.69%	167.52K	5.18M	56.81K	+51.32%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.67%	162.71K	5.03M	104.13K	+177.74%
Sep 30, 2025	STRATEGIC BLUEPRINT, LLC	0.41%	99.86K	3.09M	7.13K	+7.69%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	7.71%	1.87M	57.65M	574.2K	+44.46%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.6%	1.36M	41.88M	1.26M	+1,392.83%
Sep 30, 2025	ERGAWEALTH ADVISORS, INC.	0.3%	71.64K	2.21M	57.19K	+396.02%
Sep 30, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.28%	67.26K	2.08M	7.01K	+11.64%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.28%	67.08K	2.07M	2.25K	+3.46%
Sep 30, 2025	LPL FINANCIAL LLC	12.65%	3.06M	94.58M	1.2M	+64.31%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	5.26%	1.27M	39.36M	531.58K	+71.62%
Sep 30, 2025	JOHNSON BIXBY & ASSOCIATES, LLC	2.11%	509.56K	15.75M	15.78K	+3.20%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	2.06%	498.4K	15.4M	469.64K	+1,633.15%
Sep 30, 2025	PETREDIS INVESTMENT ADVISORS LLC	2.02%	488.7K	15.1M	12.94K	+2.72%
Sep 30, 2025	CONFLUENCE WEALTH SERVICES, INC.	1.72%	415.83K	12.85M	19.82K	+5.00%
Sep 30, 2025	ROYAL BANK OF CANADA	2.34%	566.24K	17.5M	74.31K	+15.11%
Sep 30, 2025	WAVERLY ADVISORS, LLC	2.3%	555.78K	17.17M	555.78K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.47%	112.57K	3.48M	-161.42K	-58.91%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.45%	109.85K	3.39M	109.85K	+100.00%
Sep 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.37%	90.06K	2.78M	704	+0.79%
Sep 30, 2025	CRA FINANCIAL SERVICES, LLC	0.36%	87.24K	2.7M	8.3K	+10.52%
Sep 30, 2025	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	10.05%	2.43M	75.11M	747.16K	+44.38%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	9.17%	2.22M	68.57M	1.21M	+119.64%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	4.41%	1.07M	32.97M	1.07M	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	3.24%	784.62K	24.25M	457.32K	+139.73%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	2.46%	595.71K	18.41M	19.53K	+3.39%
Sep 30, 2025	CAPITAL ANALYSTS, LLC	1.18%	285.14K	8.81M	130.5K	+84.40%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	1.14%	275.91K	8.53M	51.07K	+22.71%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.95%	230.73K	7.13M	23.83K	+11.52%
Sep 30, 2025	ASSETMARK, INC	0.95%	229.39K	7.09M	213.49K	+1,343.31%
Sep 30, 2025	LINCOLN CAPITAL CORP	0.92%	223.45K	6.9M	-2.5K	-1.11%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.86%	208.35K	6.44M	61.98K	+42.35%
Sep 30, 2025	QUADCAP WEALTH MANAGEMENT, LLC	0.83%	200.02K	6.18M	30.67K	+18.11%
Sep 30, 2025	CITADEL ADVISORS LLC	0.82%	197.81K	6.11M	216	+0.11%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.77%	185.14K	5.72M	114.68K	+162.75%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.76%	184.89K	5.71M	184.89K	+100.00%
Sep 30, 2025	SOUDERS FINANCIAL ADVISORS	0.73%	175.82K	5.43M	4.48K	+2.62%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.34%	82.22K	2.54M	70.87K	+624.04%
Sep 30, 2025	ARMSTRONG, FLEMING & MOORE, INC	0.35%	83.51K	2.58M	68.16K	+443.87%
Jun 30, 2025	LANTZ FINANCIAL LLC	0.33%	70.62K	2.03M	11.29K	+19.04%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.53%	327.3K	9.43M	224.82K	+219.38%
Jun 30, 2025	GARRETT WEALTH ADVISORY GROUP, LLC	1.9%	407.22K	11.73M	407.22K	+100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.19%	41.49K	1.2M	3.83K	+10.18%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.69%	147.13K	4.24M	71.26K	+93.92%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.2%	42.88K	1.24M	7.6K	+21.54%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.21%	44.91K	1.29M	14.13K	+45.92%
Jun 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.27%	57.35K	1.65M	57.35K	+100.00%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.33%	70.46K	2.03M	10.65K	+17.80%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.34%	72.57K	2.08M	52.37K	+259.29%
Jun 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.36%	77.64K	2.24M	3.21K	+4.32%
Jun 30, 2025	CRA FINANCIAL SERVICES, LLC	0.37%	78.94K	2.27M	5.13K	+6.94%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.42%	90.78K	2.62M	90.78K	+100.00%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.5%	106.64K	3.07M	7.48K	+7.55%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.51%	110.16K	3.19M	49.44K	+81.43%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.97%	206.9K	5.96M	125.76K	+154.99%
Jun 30, 2025	LINCOLN CAPITAL CORP	1.05%	225.95K	6.51M	102.31K	+82.75%
Jun 30, 2025	BETA WEALTH GROUP, INC.	1.11%	236.88K	6.82M	3.06K	+1.31%
Jun 30, 2025	CONFLUENCE WEALTH SERVICES, INC.	1.85%	396.01K	11.41M	38.71K	+10.84%
Jun 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.42%	89.36K	2.57M	9.1K	+11.33%
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	0.43%	92.73K	2.67M	46.99K	+102.75%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.86%	185.11K	5.33M	56.49K	+43.92%
Jun 30, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.28%	60.25K	1.74M	15.12K	+33.50%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.28%	61.03K	1.76M	61.03K	+100.00%
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.3%	64.84K	1.87M	49.27K	+316.52%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.31%	66.2K	1.91M	66.2K	+100.00%
Jun 30, 2025	SOUDERS FINANCIAL ADVISORS	0.8%	171.34K	4.94M	4.27K	+2.56%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.54%	115.36K	3.32M	21.64K	+23.09%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.68%	146.37K	4.22M	30.55K	+26.38%
Jun 30, 2025	CULLEN/FROST BANKERS, INC.	0.12%	26.01K	749.32K	6.53K	+33.49%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.12%	26.72K	773.49K	133	+0.50%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.13%	28.76K	828.49K	12.9K	+81.36%
Jun 30, 2025	AI FINANCIAL SERVICES LLC	0.14%	29.08K	837.84K	-5.96K	-17.01%
Jun 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.16%	33.75K	972.34K	5.55K	+19.68%
Jun 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.18%	37.74K	1.09M	17.67K	+88.02%
Jun 30, 2025	NAVPOINT FINANCIAL, INC.	0.18%	39.22K	1.13M	18.93K	+93.25%
Jun 30, 2025	STABLEPOINT PARTNERS, LLC	0.18%	39.57K	1.14M	2.08K	+5.55%
Jun 30, 2025	MENDEL MONEY MANAGEMENT	0.19%	40.33K	1.16M	-1.34K	-3.20%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	0.19%	40.52K	1.17M	-20.02K	-33.07%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0.72%	154.63K	4.46M	111.16K	+255.70%
Jun 30, 2025	STEPHENS INC /AR/	0.72%	155.18K	4.47M	155.18K	+100.00%
Jun 30, 2025	QUADCAP WEALTH MANAGEMENT, LLC	0.79%	169.35K	4.88M	32.7K	+23.93%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	6.03%	1.29M	37.21M	1.08M	+503.37%
Jun 30, 2025	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	7.86%	1.68M	48.51M	635.45K	+60.62%
Jun 30, 2025	PETREDIS INVESTMENT ADVISORS LLC	2.22%	475.75K	13.71M	475.75K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	2.3%	491.94K	14.17M	141.5K	+40.38%
Jun 30, 2025	JOHNSON BIXBY & ASSOCIATES, LLC	2.31%	493.78K	14.23M	42.66K	+9.46%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	2.49%	534.08K	15.39M	55.33K	+11.56%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	2.69%	576.18K	16.6M	576.18K	+100.00%
Jun 30, 2025	GTS SECURITIES LLC	0.2%	41.9K	1.21M	41.9K	+100.00%
Jun 30, 2025	MCNAMARA FINANCIAL SERVICES, INC.	0.27%	57.12K	1.65M	14.97K	+35.51%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	1.24%	265.9K	7.66M	203.04K	+323.03%
Jun 30, 2025	JANE STREET GROUP, LLC	1.28%	273.99K	7.89M	255.64K	+1,393.27%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.47%	742.21K	21.38M	421.32K	+131.30%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	4.72%	1.01M	29.11M	275.83K	+37.55%
Jun 30, 2025	LPL FINANCIAL LLC	8.7%	1.86M	53.67M	1.75M	+1,574.73%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.27%	58.58K	1.69M	30.27K	+106.87%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.52%	110.71K	3.19M	67.22K	+154.56%
Jun 30, 2025	CITADEL ADVISORS LLC	0.92%	197.6K	5.69M	37.42K	+23.36%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	1.05%	224.84K	6.48M	19.61K	+9.56%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	3.11%	320.89K	8.07M	299.47K	+1,398.42%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.21%	21.45K	539.73K	21.45K	+100.00%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.21%	21.86K	550.02K	21.86K	+100.00%
Mar 31, 2025	LONGVIEW WEALTH MANAGEMENT	0.22%	22.35K	562.25K	3.83K	+20.68%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.26%	26.59K	668.88K	-4.27K	-13.84%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.27%	28.32K	712.51K	28.32K	+100.00%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.3%	30.77K	774.27K	30.77K	+100.00%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.34%	34.59K	870K	21.1K	+156.37%
Mar 31, 2025	AI FINANCIAL SERVICES LLC	0.34%	35.04K	881.65K	15.13K	+75.96%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.34%	35.28K	887.59K	35.11K	+20,651.76%
Mar 31, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.44%	45.13K	1.14M	12.21K	+37.09%
Mar 31, 2025	LINCOLN CAPITAL CORP	1.2%	123.64K	3.11M	123.64K	+100.00%
Mar 31, 2025	LANTZ FINANCIAL LLC	0.58%	59.32K	1.49M	11.02K	+22.82%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	2.08%	214.05K	5.39M	195.42K	+1,048.60%
Mar 31, 2025	STRATEGIC BLUEPRINT, LLC	0.44%	45.74K	1.15M	45.74K	+100.00%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.46%	47.75K	1.2M	47.75K	+100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.79%	81.14K	2.04M	24.51K	+43.29%
Mar 31, 2025	BENJAMIN EDWARDS INC	1.12%	115.82K	2.91M	42.28K	+57.50%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	1.25%	128.62K	3.24M	119.02K	+1,239.80%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	1.99%	205.23K	5.16M	166.68K	+432.45%
Mar 31, 2025	JOHNSON BIXBY & ASSOCIATES, LLC	4.38%	451.12K	11.35M	195.42K	+76.42%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.27%	28.32K	712.51K	28.32K	+100.00%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.91%	93.72K	2.36M	93.72K	+100.00%
Mar 31, 2025	MENDEL MONEY MANAGEMENT	0.4%	41.67K	1.05M	-1.05K	-2.45%
Mar 31, 2025	MCNAMARA FINANCIAL SERVICES, INC.	0.41%	42.15K	1.06M	33.01K	+361.18%
Mar 31, 2025	CAPITAL ANALYSTS, LLC	0.42%	43.47K	1.09M	41.95K	+2,763.77%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.42%	43.49K	1.09M	32.48K	+295.15%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.58%	59.81K	1.51M	4.49K	+8.11%
Mar 31, 2025	CAPITAL INTERNATIONAL INVESTORS	0.59%	60.54K	1.52M	-603.47K	-90.88%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.59%	60.72K	1.54M	48.15K	+383.14%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.61%	62.86K	1.58M	62.86K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.74%	75.87K	1.91M	58.17K	+328.63%
Mar 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.78%	80.26K	2.02M	18.71K	+30.40%
Mar 31, 2025	QUADCAP WEALTH MANAGEMENT, LLC	1.33%	136.65K	3.44M	28.2K	+26.00%
Mar 31, 2025	CITADEL ADVISORS LLC	1.55%	160.18K	4.03M	160.18K	+100.00%
Mar 31, 2025	SOUDERS FINANCIAL ADVISORS	1.62%	167.07K	4.2M	7.44K	+4.66%
Mar 31, 2025	ROYAL BANK OF CANADA	3.4%	350.44K	8.82M	336.02K	+2,330.72%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	4.65%	478.75K	12.05M	135.94K	+39.66%
Mar 31, 2025	STABLEPOINT PARTNERS, LLC	0.36%	37.49K	943.25K	37.49K	+100.00%
Mar 31, 2025	CRA FINANCIAL SERVICES, LLC	0.72%	73.81K	1.86M	26.05K	+54.54%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	7.13%	734.47K	18.48M	678.24K	+1,206.35%
Mar 31, 2025	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	10.17%	1.05M	26.37M	503.11K	+92.29%
Mar 31, 2025	CONFLUENCE WEALTH SERVICES, INC.	3.47%	357.3K	8.96M	26.04K	+7.86%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.37%	37.65K	947.38K	36.13K	+2,365.88%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.2%	20.93K	526.62K	4.65K	+28.58%
Mar 31, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.27%	28.2K	709.51K	-17.95K	-38.89%
Mar 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.72%	74.43K	1.87M	6.41K	+9.42%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.96%	99.16K	2.49M	99.16K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.99%	102.48K	2.58M	63.59K	+163.53%
Mar 31, 2025	LPL FINANCIAL LLC	1.08%	111.23K	2.8M	72.91K	+190.28%
Mar 31, 2025	BETA WEALTH GROUP, INC.	2.27%	233.82K	5.88M	233.82K	+100.00%

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