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

Who are the major shareholders selling Pacer US Cash Cows 100 ETF stock?

APRIO WEALTH MANAGEMENT, LLC, in the last quarter, reduced its stake in COWZ by -6.47% restricting it's holding to 670.8 thousand shares of worth nearly $41.72M. KESTRA ADVISORY SERVICES, LLC also lessened -2.73% of the COWZ shares from its portfolio, reducing its holding to 1.68 million shares of worth $104.62M. PARAGON CAPITAL MANAGEMENT LTD also shunned COWZ shares holding by -3.23% last quarter which brought its holding to 410.24 thousand shares worth $25.52M.

Investors who are buying COWZ stock?

As per its latest 13F filing, GOLDMAN SACHS GROUP INC increased its stake in COWZ by 1.91% in the last quarter. The institutional holder raised its holding to 660.22 thousand shares having worth more than $41.07M. ALPHACORE CAPITAL LLC also added 2.12% more shares of COWZ to its portfolio, raising its holding to 654.56 thousand shares of worth $40.71M. STEWARD PARTNERS INVESTMENT ADVISORY, LLC also increased its COWZ shares holding by 0.1% which brought its holding to 615.42 thousand shares worth $38.28M.

COWZ's major insiders: who are they?

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

Did an insider recently sell COWZ stock?

Company executives, directors, and other insiders own N/A percent of Pacer US Cash Cows 100 ETF's stock. Within the last six months, there have been 0 transaction(s) in which COWZ insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased COWZ stock?

There have been 0 transaction(s) during the past 6-months in which Pacer US Cash Cows 100 ETF insiders have bought stock, totalling 0 shares

How much of COWZ does insiders own?

Around 0 Pacer US Cash Cows 100 ETF shares are held by insiders, which represents about N/A of COWZ stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in COWZ?

APRIO WEALTH MANAGEMENT, LLC is the largest institutional owner in COWZ which holds 670.8 thousand shares worth $41.72M or 0.26% of the total COWZ shares outstanding followed by GOLDMAN SACHS GROUP INC with ownership of 660.22 thousand shares representing 0.25% of the COWZ ownership. ALPHACORE CAPITAL LLC is the third largest stakeholder with 654.56 thousand shares or 0.25% of the ownership worth more than $40.71M.

Is Pacer US Cash Cows 100 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 COWZ is concerned, it is a stock which is optionable.

Is there a short position on COWZ's shares?

Number of COWZ 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 COWZ shares are there?

As of today, null shares of COWZ are outstanding.

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

COWZ 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 COWZ is null.

Pacer US Cash Cows 100 ETF (COWZ) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. APRIO WEALTH MANAGEMENT, LLC is the top corporate investor, holding 670.8K shares valued at $41.72M. A 0.26% stake in Pacer US Cash Cows 100 ETF is owned by the company. GOLDMAN SACHS GROUP INC owns 660.22K shares valued at $41.07M, which translates its holding of 0.25% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	APRIO WEALTH MANAGEMENT, LLC	0.26%	670.8K	41.72M	-46.38K	-6.47%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.25%	660.22K	41.07M	12.35K	+1.91%
Jun 30, 2026	ALPHACORE CAPITAL LLC	0.25%	654.56K	40.71M	13.59K	+2.12%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.23%	615.42K	38.28M	629	+0.10%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.64%	1.68M	104.62M	-47.21K	-2.73%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.57%	1.51M	93.76M	134.85K	+9.82%
Jun 30, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0.37%	961.43K	59.8M	961.43K	+100.00%
Jun 30, 2026	PARAGON CAPITAL MANAGEMENT LTD	0.16%	410.24K	25.52M	-13.71K	-3.23%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	3.15%	8.28M	515.23M	112.15K	+1.37%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.8%	7.35M	457.39M	-289.88K	-3.79%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.38%	6.25M	388.67M	-264.35K	-4.06%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.53%	4.02M	250.04M	313.55K	+8.46%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.23%	595.67K	37.05M	8.62K	+1.47%
Jun 30, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.22%	565.63K	35.18M	3.05K	+0.54%
Jun 30, 2026		0.15%	440.86K	27.42M	-47.91K	-9.80%
Jun 30, 2026	COLONY GROUP, LLC	0.18%	482.83K	30.03M	-119.15K	-19.79%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.19%	490.32K	30.5M	4.27K	+0.88%
Jun 30, 2026	MAI CAPITAL MANAGEMENT	0.19%	503K	31.29M	22.98K	+4.79%
Jun 30, 2026	EVENSKY & KATZ LLC	0.32%	850.58K	52.91M	12.09K	+1.44%
Jun 30, 2026	UBS GROUP AG	1.59%	4.18M	260.12M	-229.03K	-5.19%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	2.05%	5.4M	336.07M	-209.82K	-3.74%
Jun 30, 2026	MORGAN STANLEY	5.43%	14.29M	889.08M	-343.29K	-2.35%
Jun 30, 2026	LPL FINANCIAL LLC	6.71%	17.65M	1.1B	-955.71K	-5.14%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.19%	3.13M	194.88M	-21.02K	-0.67%
Jun 30, 2026	MATAURO, LLC	0.15%	433.82K	26.98M	30.98K	+7.69%
Jun 30, 2026	PRESIDIO CAPITAL MANAGEMENT, LLC	0.15%	428.71K	26.67M	16.09K	+3.90%
Jun 30, 2026	CITIGROUP INC	0.23%	601.5K	37.41M	-22.47K	-3.60%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.23%	597.83K	37.18M	-107.11K	-15.19%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.18%	467.5K	29.08M	-1.62K	-0.34%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.14%	409.96K	25.5M	-39.8K	-8.85%
Jun 30, 2026	CERTIFIED ADVISORY CORP	0.17%	447.89K	27.86M	-4.67K	-1.03%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.36%	958.08K	59.59M	-36.37K	-3.66%
Jun 30, 2026	PINNACLE FINANCIAL PARTNERS, INC.	0.17%	440.86K	27.42M	-47.91K	-9.80%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	13.28%	34.92M	2.17B	-1.4M	-3.87%
Jun 30, 2026	SFMG, LLC	0.21%	563.68K	35.06M	-2.57K	-0.45%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.2%	524.65K	32.63M	-9.16K	-1.72%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.54%	1.43M	89.11M	30.75K	+2.19%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.26%	687.66K	42.77M	140.97K	+25.79%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.3%	794.44K	49.41M	10.97K	+1.40%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.2%	517.3K	32.18M	-74.4K	-12.57%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.31%	826.55K	51.41M	-50.84K	-5.79%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.31%	826.97K	52.98M	41.15K	+5.24%
Jun 30, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.19%	510.24K	31.74M	-8.23K	-1.59%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.21%	547.79K	34.07M	-247.51K	-31.12%
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.2%	526.14K	32.73M	33.26K	+6.75%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.12%	2.95M	183.75M	-108.93K	-3.56%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.09%	2.87M	178.28M	-162.84K	-5.38%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.03%	2.71M	168.78M	-2.16M	-44.34%
Jun 30, 2026	ROYAL BANK OF CANADA	0.87%	2.29M	142.32M	140.9K	+6.56%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.8%	2.1M	132.47M	251.27K	+13.58%
Jun 30, 2026	CAPITAL ASSET ADVISORY SERVICES LLC	0.38%	991.81K	61.69M	41.78K	+4.40%
Jun 30, 2026	WISER WEALTH MANAGEMENT, INC	0.14%	400.27K	24.9M	12.24K	+3.16%
Jun 30, 2026	DRUCKER WEALTH 3.0, LLC	0.13%	378.21K	23.52M	19.93K	+5.56%
Jun 30, 2026	BRYN MAWR TRUST CO	0.13%	365.03K	22.7M	-47.61K	-11.54%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.12%	355.95K	22.14M	-10.7K	-2.92%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.12%	353.57K	21.99M	54.22K	+18.11%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.11%	325.57K	20.25M	-23.62K	-6.76%
Jun 30, 2026	PROVIDENT WEALTH MANAGEMENT, LLC	0.32%	831K	51.69M	13.14K	+1.61%
Jun 30, 2026	FINANCIAL SECURITY ADVISOR, INC.	0.11%	323.64K	20.13M	18.81K	+6.17%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.11%	315.77K	19.64M	12.48K	+4.11%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.11%	312.17K	19.42M	-6.74K	-2.11%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.68%	1.8M	111.88M	72.56K	+4.20%
Jun 30, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.68%	1.78M	110.8M	-43.28K	-2.37%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.26%	675.14K	41.99M	-3.74K	-0.55%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.17%	469.12K	29.35M	-25.56K	-5.17%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.23%	647.87K	40.53M	433.12K	+201.68%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	614.79K	38.46M	9.13K	+1.51%
Mar 31, 2026	COLONY GROUP, LLC	0.22%	601.98K	37.76M	-32.09K	-5.06%
Mar 31, 2026	SFMG, LLC	0.21%	566.25K	35.42M	-384.12K	-40.42%
Mar 31, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.2%	562.58K	35.2M	2.86K	+0.51%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.25%	678.87K	42.47M	1.97K	+0.29%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.67%	1.85M	114.25M	225.08K	+13.85%
Mar 31, 2026	ROYAL BANK OF CANADA	0.78%	2.15M	134.33M	-593.83K	-21.66%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.1%	3.03M	189.5M	-289.51K	-8.72%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.05%	3.06M	191.67M	-398.15K	-11.50%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.17%	480.02K	30.03M	1.55K	+0.32%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.18%	486.04K	30.41M	98.48K	+25.41%
Mar 31, 2026		0.18%	488.77K	30.59M	19.28K	+4.11%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.18%	490.94K	30.6M	-167.17K	-25.40%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.18%	492.88K	30.83M	7.12K	+1.47%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.19%	533.81K	33.4M	26.52K	+5.23%
Mar 31, 2026	APRIO WEALTH MANAGEMENT, LLC	0.26%	717.18K	44.87M	13.13K	+1.86%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.28%	783.48K	49.01M	-20.27K	-2.52%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.29%	795.3K	49.75M	-7.51K	-0.94%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.28%	785.82K	49.14M	-615.63K	-43.93%
Mar 31, 2026	PROVIDENT WEALTH MANAGEMENT, LLC	0.3%	817.86K	51.17M	-1.85K	-0.23%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.21%	587.05K	36.73M	18.79K	+3.31%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.63%	1.73M	107.99M	41.14K	+2.44%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.63%	1.73M	108.18M	83.55K	+5.08%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.77%	7.64M	478.18M	-335.29K	-4.20%
Mar 31, 2026	MARINER, LLC	0.16%	454.46K	28.43M	-148.34K	-24.61%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.16%	449.76K	28.14M	-53.94K	-10.71%
Mar 31, 2026	CERTIFIED ADVISORY CORP	0.16%	452.56K	28.31M	-34.23K	-7.03%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.14%	3.15M	197.33M	-104.65K	-3.21%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.34%	3.7M	231.86M	-278.84K	-7.00%
Mar 31, 2026	UBS GROUP AG	1.6%	4.41M	275.95M	-359.86K	-7.54%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.77%	4.87M	304.97M	1.64M	+50.80%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.04%	5.61M	351.14M	-145.6K	-2.53%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.36%	6.51M	407.45M	-503.47K	-7.18%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.96%	8.17M	511.19M	-675K	-7.63%
Mar 31, 2026	MORGAN STANLEY	5.31%	14.64M	915.7M	-675.53K	-4.41%
Mar 31, 2026	LPL FINANCIAL LLC	6.75%	18.61M	1.16B	-102.12K	-0.55%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.19%	518.47K	32.44M	21.37K	+4.30%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.11%	303.3K	18.97M	27.96K	+10.15%
Mar 31, 2026	WEALTH GROUP LTD	0.11%	311.72K	19.5M	-2.4K	-0.76%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0.11%	318.91K	19.95M	-30.21K	-8.65%
Mar 31, 2026	CWM, LLC	0.11%	322.9K	20.2M	-367	-0.11%
Mar 31, 2026	THOROUGHBRED FINANCIAL SERVICES, LLC	0.11%	333.73K	20.88M	-1.75K	-0.52%
Mar 31, 2026	DRUCKER WEALTH 3.0, LLC	0.12%	358.28K	22.41M	-913	-0.25%
Mar 31, 2026	AUSDAL FINANCIAL PARTNERS, INC.	0.12%	358.29K	22.41M	5.97K	+1.70%
Mar 31, 2026	WISER WEALTH MANAGEMENT, INC	0.14%	388.03K	24.27M	11.96K	+3.18%
Mar 31, 2026	MATAURO, LLC	0.14%	402.84K	25.2M	29.59K	+7.93%
Mar 31, 2026	BRYN MAWR TRUST CO	0.14%	412.64K	25.81M	-55K	-11.76%
Mar 31, 2026	FOSTER VICTOR WEALTH ADVISORS, LLC	0.14%	409.06K	25.37M	13.58K	+3.43%
Mar 31, 2026	PRESIDIO CAPITAL MANAGEMENT, LLC	0.14%	412.61K	25.81M	10.22K	+2.54%
Mar 31, 2026	PARAGON CAPITAL MANAGEMENT LTD	0.15%	423.94K	26.52M	540	+0.13%
Mar 31, 2026	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.19%	518.89K	32.46M	518.89K	+100.00%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.2%	546.7K	34.2M	-9.47K	-1.70%
Mar 31, 2026	EVENSKY & KATZ LLC	0.3%	838.49K	52.46M	17.78K	+2.17%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.32%	877.39K	54.89M	50.41K	+6.10%
Mar 31, 2026	CAPITAL ASSET ADVISORY SERVICES LLC	0.34%	950.03K	60.02M	-25.81K	-2.65%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.36%	994.46K	62.21M	-48.52K	-4.65%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.5%	1.37M	85.87M	-325.28K	-19.16%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.51%	1.4M	87.71M	7.6K	+0.55%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	13.18%	36.33M	2.27B	-2.33M	-6.04%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.21%	591.69K	35.65M	44.27K	+8.09%
Mar 31, 2026	CITIGROUP INC	0.23%	623.97K	39.04M	-84.72K	-11.95%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.26%	704.94K	44.1M	-24	0.00%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.66%	1.82M	114.15M	23.49K	+1.30%
Mar 31, 2026	ALPHACORE CAPITAL LLC	0.23%	640.97K	40.1M	-6.93K	-1.07%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.48%	1.4M	86.29M	-48.05K	-3.32%
Dec 31, 2025	FOSTER VICTOR WEALTH ADVISORS, LLC	0.14%	395.48K	24.39M	994	+0.25%
Dec 31, 2025	PRESIDIO CAPITAL MANAGEMENT, LLC	0.14%	402.39K	24.21M	-1.14K	-0.28%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.14%	400K	24.07M	400K	+13,333,233.33%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.57%	1.63M	97.82M	-1.54K	-0.09%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.58%	1.65M	99.02M	87.13K	+5.59%
Dec 31, 2025	ROYAL BANK OF CANADA	0.96%	2.74M	164.93M	-133.39K	-4.64%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.18%	507.29K	30.52M	-16.27K	-3.11%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.17%	497.1K	29.91M	7.77K	+1.59%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.17%	503.7K	30.31M	3.45K	+0.69%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	2.02%	5.76M	346.49M	-326.83K	-5.37%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.4%	3.98M	239.81M	-1.36M	-25.44%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.22%	3.46M	208.21M	-768.73K	-18.17%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.62%	1.8M	108.38M	3.43K	+0.19%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	826.98K	49.76M	265.99K	+47.41%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.37%	1.04M	62.76M	-49.62K	-4.54%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.33%	968.06K	58.25M	15.86K	+1.67%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.31%	898.12K	54.04M	8.28K	+0.93%
Dec 31, 2025	O'BRIEN WEALTH PARTNERS LLC	0.29%	831.66K	50.04M	-1.5K	-0.18%
Dec 31, 2025	MARINER, LLC	0.21%	602.8K	36.27M	-35.82K	-5.61%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.2%	568.26K	34.19M	17.86K	+3.24%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.2%	556.16K	33.46M	-56.36K	-9.20%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.17%	494.67K	29.76M	10.28K	+2.12%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.17%	485.76K	29.23M	500	+0.10%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.17%	478.47K	28.79M	48.1K	+11.18%
Dec 31, 2025	CERTIFIED ADVISORY CORP	0.17%	486.8K	29.29M	-3.91K	-0.80%
Dec 31, 2025	BRYN MAWR TRUST CO	0.16%	467.64K	28.14M	-78.69K	-14.40%
Dec 31, 2025	PARAGON CAPITAL MANAGEMENT LTD	0.15%	423.4K	25.48M	-1.31K	-0.31%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.49%	1.39M	83.9M	-169.54K	-10.84%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.23%	676.9K	40.73M	80.27K	+13.45%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.13%	3.26M	196.08M	-584.19K	-15.20%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.13%	3.23M	194.51M	-437.8K	-11.93%
Dec 31, 2025	COLONY GROUP, LLC	0.22%	634.06K	38.15M	-56.71K	-8.21%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.22%	647.9K	39.38M	179.67K	+38.37%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.28%	803.75K	48.36M	-65.03K	-7.48%
Dec 31, 2025	PROVIDENT WEALTH MANAGEMENT, LLC	0.28%	819.71K	49.32M	7.25K	+0.89%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.19%	547.42K	32.94M	-60.94K	-10.02%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.2%	559.72K	33.68M	559.72K	+100.00%
Dec 31, 2025	EVENSKY & KATZ LLC	0.28%	820.71K	49.38M	15.6K	+1.94%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.46%	7.02M	422.18M	-624.77K	-8.18%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.58%	1.68M	101.38M	-141.75K	-7.76%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.16%	3.32M	199.68M	-460.04K	-12.17%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.78%	7.98M	480.08M	-1.06M	-11.76%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.12%	8.85M	532.28M	-1.43M	-13.93%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	13.55%	38.66M	2.33B	-4.93M	-11.30%
Dec 31, 2025		0.18%	524.15K	31.54M	524.15K	+100.00%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.6%	1.7M	102.16M	-28.15K	-1.63%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.12%	349.12K	19.85M	-30.93K	-8.14%
Dec 31, 2025	DRUCKER WEALTH 3.0, LLC	0.12%	359.2K	21.61M	20.57K	+6.07%
Dec 31, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.12%	352.32K	21.2M	2.81K	+0.80%
Dec 31, 2025	MATAURO, LLC	0.13%	373.25K	22.46M	7.65K	+2.09%
Dec 31, 2025	WISER WEALTH MANAGEMENT, INC	0.13%	376.07K	22.63M	6.24K	+1.69%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.14%	387.56K	23.32M	-83.09K	-17.65%
Dec 31, 2025	TABLEAUX LLC	0.21%	607.77K	5.43M	428.03K	+238.14%
Dec 31, 2025	APRIO WEALTH MANAGEMENT, LLC	0.24%	704.06K	42.36M	35.75K	+5.35%
Dec 31, 2025	MORGAN STANLEY	5.37%	15.31M	921.37M	-1.69M	-9.94%
Dec 31, 2025	LPL FINANCIAL LLC	6.53%	18.71M	1.13B	-1.75M	-8.54%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	605.66K	36.44M	-100.04K	-14.18%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.23%	658.12K	39.6M	-63.32K	-8.78%
Dec 31, 2025	UBS GROUP AG	1.67%	4.77M	287.06M	-242.16K	-4.83%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.24%	704.96K	42.42M	-11.51K	-1.61%
Dec 31, 2025	CITIGROUP INC	0.25%	708.69K	42.64M	-19.71K	-2.71%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.28%	802.81K	48.31M	180.69K	+29.04%
Dec 31, 2025	SFMG, LLC	0.33%	950.37K	57.18M	26.45K	+2.86%
Dec 31, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	0.34%	975.84K	60.08M	17.86K	+1.86%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.18%	596.63K	34.29M	9.03K	+1.54%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.15%	3.84M	220.86M	-225.24K	-5.54%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.13%	3.78M	217.16M	-1.34M	-26.15%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.18%	608.36K	34.96M	-106.45K	-14.89%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.15%	489.33K	28.12M	85.5K	+21.17%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.54%	1.83M	104.98M	-53.42K	-2.84%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.46%	1.56M	89.57M	-33.75K	-2.12%
Sep 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.28%	952.21K	54.72M	-13.15K	-1.36%
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.13%	438.69K	25.22M	19.23K	+4.59%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.13%	430.38K	24.73M	-22.87K	-5.05%
Sep 30, 2025	PARAGON CAPITAL MANAGEMENT LTD	0.13%	424.71K	24.41M	-16.37K	-3.71%
Sep 30, 2025	PRESIDIO CAPITAL MANAGEMENT, LLC	0.12%	403.53K	23.19M	19.39K	+5.05%
Sep 30, 2025	HBW ADVISORY SERVICES LLC	0.12%	399.09K	22.94M	-20.23K	-4.83%
Sep 30, 2025	SANCHEZ WEALTH MANAGEMENT GROUP	0.12%	394.61K	22.68M	11.66K	+3.04%
Sep 30, 2025	FOSTER VICTOR WEALTH ADVISORS, LLC	0.12%	394.49K	22.81M	1.86K	+0.47%
Sep 30, 2025	INTELLIGENCE DRIVEN ADVISERS, LLC	0.12%	391.12K	22.48M	-69.42K	-15.07%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.11%	380.05K	21.84M	-114.42K	-23.14%
Sep 30, 2025	WEALTH GROUP LTD	0.11%	370.17K	21.27M	-53.06K	-12.54%
Sep 30, 2025	WISER WEALTH MANAGEMENT, INC	0.11%	369.83K	21.25M	13.38K	+3.75%
Sep 30, 2025	MATAURO, LLC	0.11%	365.6K	21.01M	-18.4K	-4.79%
Sep 30, 2025	DRUCKER WEALTH 3.0, LLC	0.1%	338.63K	19.46M	213.77K	+171.22%
Sep 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.1%	335.49K	19.28M	-60.57K	-15.29%
Sep 30, 2025	BALLAST, INC.	0.1%	330.81K	19.01M	10.73K	+3.35%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.1%	330.77K	19.02M	-7.57K	-2.24%
Sep 30, 2025	OPPENHEIMER & CO INC	0.1%	327.9K	18.84M	-18.96K	-5.47%
Sep 30, 2025	LPL FINANCIAL LLC	6.1%	20.45M	1.18B	-1.12M	-5.17%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.47%	1.56M	89.88M	-50.27K	-3.11%
Sep 30, 2025	SFMG, LLC	0.28%	923.91K	53.1M	30.18K	+3.38%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.27%	889.84K	51.14M	824.22K	+1,256.11%
Sep 30, 2025	PROVIDENT WEALTH MANAGEMENT, LLC	0.24%	812.47K	46.69M	9.19K	+1.14%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.22%	721.44K	41.46M	-76.81K	-9.62%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.16%	550.4K	31.63M	13.51K	+2.52%
Sep 30, 2025	BRYN MAWR TRUST CO	0.16%	546.33K	31.4M	-103.18K	-15.89%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.16%	545.62K	31.36M	502.09K	+1,153.32%
Sep 30, 2025	APEXIUM FINANCIAL, LP	0.16%	542.66K	31.19M	12.83K	+2.42%
Sep 30, 2025	CERTIFIED ADVISORY CORP	0.15%	490.71K	28.2M	-4.55K	-0.92%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.54%	1.8M	103.32M	95.63K	+5.62%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.49%	1.63M	93.61M	-15.57K	-0.95%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.21%	716.47K	41.18M	-45.34K	-5.95%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	705.7K	40.56M	8.1K	+1.16%
Sep 30, 2025	APRIO WEALTH MANAGEMENT, LLC	0.2%	668.31K	38.41M	28.04K	+4.38%
Sep 30, 2025	MARINER, LLC	0.19%	638.62K	36.7M	-293.01K	-31.45%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.15%	500.25K	28.75M	-77.28K	-13.38%
Sep 30, 2025	COLONY GROUP, LLC	0.21%	690.78K	39.7M	-282.83K	-29.05%
Sep 30, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	0.29%	957.98K	55.06M	-37.28K	-3.75%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.09%	3.67M	210.94M	-437.27K	-10.65%
Sep 30, 2025	ROYAL BANK OF CANADA	0.86%	2.87M	165.2M	-407.9K	-12.43%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.51%	1.73M	99.19M	-140.09K	-7.51%
Sep 30, 2025	EVENSKY & KATZ LLC	0.24%	805.12K	46.27M	24.46K	+3.13%
Sep 30, 2025	CITIGROUP INC	0.22%	728.4K	41.86M	-79.83K	-9.88%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.16%	523.55K	30.09M	2.21K	+0.42%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.3%	1.02M	55.96M	183.7K	+21.92%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	13%	43.59M	2.5B	-7.13M	-14.06%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.26%	868.77K	49.93M	-167.37K	-16.15%
Sep 30, 2025	O'BRIEN WEALTH PARTNERS LLC	0.25%	833.16K	47.88M	5.5K	+0.66%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.14%	485.26K	27.89M	-42.03K	-7.97%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.19%	622.12K	35.75M	-28.91K	-4.44%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.18%	612.53K	35.2M	-84.45K	-12.12%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	560.99K	32.24M	-76.09K	-11.94%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.14%	470.65K	27.05M	-3.13K	-0.66%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.14%	468.23K	26.91M	-9.65K	-2.02%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.14%	466.1K	26.79M	-2.15K	-0.46%
Sep 30, 2025	MORGAN STANLEY	5.07%	17M	977.16M	-2.8M	-14.15%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	3.07%	10.28M	590.69M	-2.24M	-17.89%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.7%	9.04M	519.64M	-2.55M	-21.99%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.28%	7.64M	439.14M	-1.25M	-14.09%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.81%	6.09M	349.72M	1.42M	+30.42%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.59%	5.34M	309.39M	-105.62K	-1.94%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.43%	1.45M	83.29M	-43.73K	-2.93%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.33%	1.09M	62.79M	-68.96K	-5.94%
Sep 30, 2025	UBS GROUP AG	1.5%	5.01M	288.1M	-1.19M	-19.19%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.26%	4.23M	243.06M	-1.3M	-23.53%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.54%	1.87M	102.82M	-73.05K	-3.77%
Jun 30, 2025	SFMG, LLC	0.26%	893.73K	49.24M	28.5K	+3.29%
Jun 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.28%	965.36K	53.19M	63.35K	+7.02%
Jun 30, 2025	COLONY GROUP, LLC	0.28%	973.6K	53.65M	-140.48K	-12.61%
Jun 30, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	0.29%	995.26K	55.83M	64.3K	+6.91%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.18%	4.11M	226.33M	-3.34M	-44.85%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.34%	4.67M	257.1M	-155.37K	-3.22%
Jun 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.16%	554.42K	30.55M	-7.47K	-1.33%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.17%	577.54K	31.82M	-77.6K	-11.84%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.18%	621.05K	34.22M	39.77K	+6.84%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	637.09K	35.1M	-78.26K	-10.94%
Jun 30, 2025	APRIO WEALTH MANAGEMENT, LLC	0.18%	640.27K	35.28M	140.09K	+28.01%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.19%	651.04K	35.87M	-10.08K	-1.53%
Jun 30, 2025	NORTHEAST FINANCIAL CONSULTANTS INC	0.19%	673.13K	37.09M	-108.33K	-13.86%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.2%	696.97K	38.4M	-152.1K	-17.91%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.2%	697.6K	38.44M	-227.57K	-24.60%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.2%	714.81K	39.39M	-91.53K	-11.35%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.22%	761.81K	41.98M	-369.51K	-32.66%
Jun 30, 2025	EVENSKY & KATZ LLC	0.22%	780.66K	43.01M	9.95K	+1.29%
Jun 30, 2025	PROVIDENT WEALTH MANAGEMENT, LLC	0.23%	803.28K	44.26M	-1.49K	-0.18%
Jun 30, 2025	CITIGROUP INC	0.23%	808.23K	44.53M	-65.36K	-7.48%
Jun 30, 2025	O'BRIEN WEALTH PARTNERS LLC	0.24%	827.67K	45.6M	5.62K	+0.68%
Jun 30, 2025	MARINER, LLC	0.27%	931.63K	51.33M	-413.27K	-30.73%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.3%	1.04M	57.09M	-166.2K	-13.82%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.56%	5.45M	300.31M	-2.16M	-28.42%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.15%	536.89K	29.58M	-1.77K	-0.33%
Jun 30, 2025	BRYN MAWR TRUST CO	0.19%	649.51K	35.79M	81.96K	+14.44%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.19%	668.83K	36.85M	668.83K	+100.00%
Jun 30, 2025	REQUISITE CAPITAL MANAGEMENT, LLC	0.3%	1.05M	57.61M	-6.96K	-0.66%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.33%	1.16M	64M	-198.09K	-14.57%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.43%	1.49M	84.56M	-94.56K	-5.96%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.46%	1.59M	87.73M	3.95K	+0.25%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.46%	1.61M	88.94M	-20.88K	-1.28%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.47%	1.64M	90.42M	211.61K	+14.79%
Jun 30, 2025	UBS GROUP AG	1.78%	6.2M	341.82M	-967.11K	-13.49%
Jun 30, 2025	HBW ADVISORY SERVICES LLC	0.12%	419.32K	23.1M	-15.3K	-3.52%
Jun 30, 2025	SYNOVUS FINANCIAL CORP	0.12%	419.46K	23.12M	-37.9K	-8.29%
Jun 30, 2025	WEALTH GROUP LTD	0.12%	423.23K	23.32M	-54.83K	-11.47%
Jun 30, 2025	SIGMA PLANNING CORP	0.12%	431.49K	23.78M	-75.48K	-14.89%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.12%	435.19K	24.02M	-570.91K	-56.75%
Jun 30, 2025	PARAGON CAPITAL MANAGEMENT LTD	0.13%	441.08K	24.3M	315	+0.07%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.13%	453.25K	24.97M	-19.71K	-4.17%
Jun 30, 2025	INTELLIGENCE DRIVEN ADVISERS, LLC	0.13%	460.54K	25.38M	-48.73K	-9.57%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.13%	468.25K	25.8M	122.64K	+35.48%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.14%	473.78K	26.11M	-12.09K	-2.49%
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.14%	477.88K	26.33M	-210.31K	-30.56%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.14%	482.92K	26.61M	78.3K	+19.35%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.14%	494.47K	27.25M	64.64K	+15.04%
Jun 30, 2025	CERTIFIED ADVISORY CORP	0.14%	495.26K	27.29M	33	+0.01%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.15%	521.35K	28.73M	83.84K	+19.16%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.15%	527.29K	29.05M	269.56K	+104.59%
Jun 30, 2025	APEXIUM FINANCIAL, LP	0.15%	529.83K	29.19M	22.13K	+4.36%
Jun 30, 2025	SOUNDWATCH CAPITAL LLC	0.73%	2.54M	4.99M	2.53M	+47,952.12%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.49%	1.7M	93.79M	1.82K	+0.11%
Jun 30, 2025	ROYAL BANK OF CANADA	0.94%	3.28M	180.86M	-1.9M	-36.67%
Jun 30, 2025	MORGAN STANLEY	5.68%	19.81M	1.09B	-5.5M	-21.74%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.17%	587.61K	32.38M	26.3K	+4.68%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.23%	798.24K	43.98M	-101.85K	-11.32%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.55%	8.89M	490.11M	-2.54M	-22.19%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.32%	11.59M	638.63M	-1.36M	-10.49%
Jun 30, 2025	LPL FINANCIAL LLC	6.18%	21.57M	1.19B	340.33K	+1.60%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	14.54%	50.71M	2.79B	-8.41M	-14.22%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.12%	403.84K	22.25M	-33.35K	-7.63%
Jun 30, 2025	CORA CAPITAL ADVISORS LLC	0.12%	413.67K	22.79M	-18.08K	-4.19%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.59%	12.52M	689.74M	-2.55M	-16.93%
Jun 30, 2025	ODONNELL FINANCIAL SERVICES, LLC	0.07%	252.31K	13.9M	-1.17K	-0.46%
Jun 30, 2025	FINANCIAL PARTNERS GROUP, INC	0.07%	258.13K	14.22M	1.94K	+0.76%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.08%	263.52K	14.52M	28.59K	+12.17%
Jun 30, 2025	PFG ADVISORS	0.08%	264.33K	14.56M	-108.66K	-29.13%
Jun 30, 2025	CLAY NORTHAM WEALTH MANAGEMENT, LLC	0.08%	267.79K	14.76M	862	+0.32%
Jun 30, 2025	HUDOCK, INC.	0.08%	276.96K	15.26M	-20.64K	-6.94%
Jun 30, 2025	PRUDENT INVESTORS NETWORK, INC.	0.08%	279.59K	15.41M	14.78K	+5.58%
Jun 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.09%	302.61K	16.67M	22.58K	+8.06%
Jun 30, 2025	MGO ONE SEVEN LLC	0.09%	303.5K	16.72M	26.54K	+9.58%
Jun 30, 2025	ALTUS WEALTH GROUP LLC	0.09%	310.74K	17.12M	-11.96K	-3.71%
Jun 30, 2025	CERITY PARTNERS LLC	0.1%	339.24K	18.69M	-67.2K	-16.53%
Jun 30, 2025	WISER WEALTH MANAGEMENT, INC	0.1%	356.45K	19.64M	-22.43K	-5.92%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.11%	368.21K	20.29M	4.69K	+1.29%
Jun 30, 2025	SANCHEZ WEALTH MANAGEMENT GROUP	0.11%	382.95K	21.1M	9.63K	+2.58%
Jun 30, 2025		0.11%	384K	21.16M	-45.14K	-10.52%
Jun 30, 2025	PRESIDIO CAPITAL MANAGEMENT, LLC	0.11%	384.14K	21.17M	20.01K	+5.49%
Jun 30, 2025	FOSTER VICTOR WEALTH ADVISORS, LLC	0.11%	392.63K	22.22M	7.64K	+1.98%
Jun 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.11%	396.06K	21.82M	-131.77K	-24.96%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.11%	398.73K	21.99M	4.03K	+1.02%
Jun 30, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.11%	398.76K	21.97M	-270.1K	-40.38%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.54%	1.88M	103.6M	-168.45K	-8.22%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.55%	1.93M	106.49M	-590.93K	-23.42%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.17%	4.07M	224.16M	-417.28K	-9.30%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.47%	5.12M	281.94M	-484.12K	-8.64%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.59%	5.53M	304.77M	-2.08M	-27.34%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.17%	4.49M	245.63M	34.81K	+0.78%
Mar 31, 2025	O'BRIEN WEALTH PARTNERS LLC	0.21%	822.04K	45.01M	4.02K	+0.49%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.22%	849.07K	46.5M	25.88K	+3.14%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.24%	925.17K	50.66M	-78.06K	-7.78%
Mar 31, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	0.24%	930.96K	51.11M	1.62K	+0.17%
Mar 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.44%	1.7M	93.11M	1.7M	+100.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.53%	2.05M	112.18M	260.77K	+14.59%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.51%	1.94M	106.19M	-261.46K	-11.88%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.66%	2.52M	138.19M	-109.91K	-4.17%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.26%	4.82M	264.02M	209.78K	+4.55%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.21%	806.34K	44.16M	-20.34K	-2.46%
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.23%	900.1K	49.29M	3.15K	+0.35%
Mar 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.24%	902.01K	49.39M	741	+0.08%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.26%	1.01M	55.09M	59.52K	+6.29%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.17%	655.13K	35.88M	30.58K	+4.90%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.17%	661.12K	36.2M	-263.51K	-28.50%
Mar 31, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.17%	668.86K	36.63M	-20.37K	-2.95%
Mar 31, 2025	ALPHACORE CAPITAL LLC	0.18%	688.18K	37.68M	688.18K	+100.00%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	715.34K	39.17M	-19.92K	-2.71%
Mar 31, 2025	PROVIDENT WEALTH MANAGEMENT, LLC	0.21%	804.77K	44.07M	37.32K	+4.86%
Mar 31, 2025	MARINER, LLC	0.35%	1.34M	73.65M	42.08K	+3.23%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.35%	1.36M	74.45M	36.02K	+2.72%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.37%	1.43M	77.77M	522.24K	+57.46%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.43%	1.64M	89.53M	-288.39K	-14.99%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.41%	1.59M	86.95M	-806.97K	-33.70%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.17%	661.12K	36.2M	-263.51K	-28.50%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.31%	1.2M	65.84M	-232.31K	-16.19%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.41%	1.59M	86.97M	-190.93K	-10.73%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.46%	5.6M	306.71M	226.65K	+4.22%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.38%	12.95M	709.1M	-1.02M	-7.30%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	3.93%	15.07M	825.24M	-296.53K	-1.93%
Mar 31, 2025	LPL FINANCIAL LLC	5.54%	21.23M	1.16B	535.6K	+2.59%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	15.43%	59.12M	3.24B	-3.99M	-6.32%
Mar 31, 2025	MORGAN STANLEY	6.6%	25.31M	1.39B	-2.55M	-9.16%
Mar 31, 2025	EVENSKY & KATZ LLC	0.2%	770.71K	42.2M	22.08K	+2.95%
Mar 31, 2025	SFMG, LLC	0.23%	865.23K	47.38M	13.8K	+1.62%
Mar 31, 2025	CITIGROUP INC	0.23%	873.59K	47.84M	92.95K	+11.91%
Mar 31, 2025	REQUISITE CAPITAL MANAGEMENT, LLC	0.27%	1.05M	57.63M	-191.49K	-15.39%
Mar 31, 2025	COLONY GROUP, LLC	0.29%	1.11M	61.01M	18.96K	+1.73%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.3%	1.13M	61.95M	83.16K	+7.93%
Mar 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.15%	581.28K	31.83M	581.28K	+100.00%
Mar 31, 2025	OPPENHEIMER & CO INC	0.17%	637.21K	34.89M	15.75K	+2.53%
Mar 31, 2025	NORTHEAST FINANCIAL CONSULTANTS INC	0.2%	781.47K	42.79M	-33.62K	-4.12%
Mar 31, 2025	ROYAL BANK OF CANADA	1.35%	5.18M	283.82M	-511.76K	-8.99%
Mar 31, 2025	UBS GROUP AG	1.87%	7.17M	392.67M	-395.64K	-5.23%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.94%	7.45M	407.87M	-143.11K	-1.89%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.99%	7.61M	416.93M	-237.76K	-3.03%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.99%	7.61M	416.83M	-670.11K	-8.09%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.98%	11.43M	626.01M	-626.42K	-5.19%
Mar 31, 2025	BRYN MAWR TRUST CO	0.15%	567.54K	31.08M	10.6K	+1.90%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.15%	581.28K	31.83M	-216.93K	-27.18%

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