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

Who are the major shareholders selling Neos Enhanced Income Cash Alternative ETF stock?

GLADSTONE INSTITUTIONAL ADVISORY LLC, in the last quarter, reduced its stake in CSHI by -14.3% restricting it's holding to 66.48 thousand shares of worth nearly $3.31M. RICHARD P SLAUGHTER ASSOCIATES INC also lessened -39.61% of the CSHI shares from its portfolio, reducing its holding to 417.34 thousand shares of worth $20.79M. INDEPENDENT WEALTH ADVISORS LLC also shunned CSHI shares holding by -17.62% last quarter which brought its holding to 105.65 thousand shares worth $5.26M.

Investors who are buying CSHI stock?

As per its latest 13F filing, SRS CAPITAL ADVISORS, INC. increased its stake in CSHI by 174.58% in the last quarter. The institutional holder raised its holding to 108.68 thousand shares having worth more than $5.41M. FSA ADVISORS, INC. also added 4.84% more shares of CSHI to its portfolio, raising its holding to 111.15 thousand shares of worth $5.54M. ATTICUS WEALTH MANAGEMENT, LLC also increased its CSHI shares holding by 28.4% which brought its holding to 432.17 thousand shares worth $21.53M.

CSHI's major insiders: who are they?

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

Did an insider recently sell CSHI stock?

Company executives, directors, and other insiders own N/A percent of Neos Enhanced Income Cash Alternative ETF's stock. Within the last six months, there have been 0 transaction(s) in which CSHI insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased CSHI stock?

There have been 0 transaction(s) during the past 6-months in which Neos Enhanced Income Cash Alternative ETF insiders have bought stock, totalling 0 shares

How much of CSHI does insiders own?

Around 0 Neos Enhanced Income Cash Alternative ETF shares are held by insiders, which represents about N/A of CSHI stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in CSHI?

GLADSTONE INSTITUTIONAL ADVISORY LLC is the largest institutional owner in CSHI which holds 66.48 thousand shares worth $3.31M or 0.3% of the total CSHI shares outstanding followed by SRS CAPITAL ADVISORS, INC. with ownership of 108.68 thousand shares representing 0.49% of the CSHI ownership. FSA ADVISORS, INC. is the third largest stakeholder with 111.15 thousand shares or 0.5% of the ownership worth more than $5.54M.

Is Neos Enhanced Income Cash Alternative 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 CSHI is concerned, it is a stock which is not optionable.

Is there a short position on CSHI's shares?

Number of CSHI 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 CSHI shares are there?

As of today, null shares of CSHI are outstanding.

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

CSHI 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 CSHI is null.

Neos Enhanced Income Cash Alternative ETF (CSHI) 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. GLADSTONE INSTITUTIONAL ADVISORY LLC is the top corporate investor, holding 66.48K shares valued at $3.31M. A 0.3% stake in Neos Enhanced Income Cash Alternative ETF is owned by the company. SRS CAPITAL ADVISORS, INC. owns 108.68K shares valued at $5.41M, which translates its holding of 0.49% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.3%	66.48K	3.31M	-11.1K	-14.30%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.49%	108.68K	5.41M	69.1K	+174.58%
Jun 30, 2026	FSA ADVISORS, INC.	0.5%	111.15K	5.54M	5.13K	+4.84%
Jun 30, 2026	RICHARD P SLAUGHTER ASSOCIATES INC	1.89%	417.34K	20.79M	-273.69K	-39.61%
Jun 30, 2026	ATTICUS WEALTH MANAGEMENT, LLC	1.96%	432.17K	21.53M	95.58K	+28.40%
Jun 30, 2026	RETIREMENT PLANNING GROUP	1.99%	438.61K	21.85M	150.53K	+52.26%
Jun 30, 2026	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	2.35%	517.93K	25.76M	278.22K	+116.07%
Jun 30, 2026	INDEPENDENT WEALTH ADVISORS LLC	0.48%	105.65K	5.26M	-22.59K	-17.62%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.92%	202.93K	10.11M	55.19K	+37.35%
Jun 30, 2026	GRANTVEST FINANCIAL GROUP LLC	0.81%	178.98K	8.92M	3.12K	+1.78%
Jun 30, 2026	GAINPLAN LLC	0.79%	174.13K	8.67M	-2.38K	-1.35%
Jun 30, 2026	OWEN LARUE, LLC	0.77%	169.55K	8.45M	-110.7K	-39.50%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.74%	162.4K	8.09M	49.23K	+43.51%
Jun 30, 2026	ABLE WEALTH MANAGEMENT LLC	0.73%	161.27K	8.03M	-18.11K	-10.10%
Jun 30, 2026	PRECISION WEALTH STRATEGIES, LLC	0.56%	123.15K	6.13M	-47.75K	-27.94%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.55%	120.83K	6.02M	-4.1K	-3.29%
Jun 30, 2026	ALONGSIDE, LLC	0.17%	36.63K	1.82M	36.63K	+100.00%
Jun 30, 2026	JPMORGAN CHASE & CO	0.14%	31.68K	1.58M	14.42K	+83.56%
Jun 30, 2026	LPL FINANCIAL LLC	3.11%	685.49K	34.14M	267.52K	+64.00%
Jun 30, 2026	GRADIENT INVESTMENTS LLC	2.56%	565.3K	28.16M	54.91K	+10.76%
Jun 30, 2026	UBS GROUP AG	2.41%	531.01K	26.45M	370.33K	+230.47%
Jun 30, 2026	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.31%	68.79K	3.43M	68.79K	+100.00%
Jun 30, 2026	BRIGHT FUTURES WEALTH MANAGEMENT, LLC.	0.22%	47.42K	2.36M	10K	+26.72%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.2%	44.7K	2.23M	-10.79K	-19.44%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.19%	42.37K	2.11M	1.14K	+2.77%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.17%	37.78K	1.88M	32.43K	+606.75%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.16%	34.99K	1.74M	-148	-0.42%
Jun 30, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.15%	32.2K	1.6M	8.52K	+35.98%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.13%	29.35K	1.46M	805	+2.82%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.19%	42.89K	2.14M	9.82K	+29.69%
Jun 30, 2026	IMPACT PARTNERSHIP WEALTH, LLC	0.2%	43.76K	2.18M	8.93K	+25.64%
Jun 30, 2026	WT WEALTH MANAGEMENT	0.2%	44.62K	2.22M	5.3K	+13.48%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.27%	59.37K	2.96M	8.39K	+16.47%
Jun 30, 2026	MUTUAL ADVISORS, LLC	0.3%	67.05K	3.34M	10.14K	+17.82%
Jun 30, 2026	TRUE NORTH ADVISORS, LLC	0.33%	71.93K	3.58M	26.64K	+58.83%
Jun 30, 2026	VERUS CAPITAL PARTNERS, LLC	0.35%	77.4K	3.86M	5.93K	+8.29%
Jun 30, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.47%	102.93K	5.13M	11.49K	+12.56%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.47%	104.36K	5.2M	12.22K	+13.26%
Jun 30, 2026		0.17%	36.63K	1.82M	36.63K	+100.00%
Jun 30, 2026	ARQ WEALTH ADVISORS, LLC	0.22%	48.16K	2.39M	24.99K	+107.82%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.93%	205.95K	10.26M	20.76K	+11.21%
Jun 30, 2026	GLOBAL VIEW CAPITAL MANAGEMENT LLC	0.99%	218.24K	10.87M	178.06K	+443.20%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	1.64%	361.79K	18.02M	17.63K	+5.12%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.86%	409.85K	20.41M	15.65K	+3.97%
Jun 30, 2026	49 WEALTH MANAGEMENT, LLC	0.17%	36.63K	1.82M	36.63K	+100.00%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.62%	136.19K	6.78M	3.27K	+2.46%
Jun 30, 2026	ATOMI FINANCIAL GROUP, INC.	0.68%	149.06K	7.42M	-22.87K	-13.30%
Jun 30, 2026	CLARO ADVISORS LLC	0.24%	52.47K	2.61M	-10.62K	-16.83%
Jun 30, 2026	INSPIRE ADVISORS, LLC	0.24%	53.66K	2.67M	5.08K	+10.46%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.98%	216.87K	10.8M	43.36K	+24.99%
Jun 30, 2026	MADDEN SECURITIES CORP	1.29%	284.04K	14.15M	23.98K	+9.22%
Jun 30, 2026	HIGH NET WORTH ADVISORY GROUP LLC	0.13%	28.26K	1.41M	12.46K	+78.83%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.24%	53.89K	2.68M	-2.93K	-5.15%
Mar 31, 2026	GRADIENT INVESTMENTS LLC	2.31%	510.39K	25.41M	28.87K	+6.00%
Mar 31, 2026	GAINPLAN LLC	0.8%	176.51K	8.79M	-7.31K	-3.98%
Mar 31, 2026	ABLE WEALTH MANAGEMENT LLC	0.81%	179.38K	8.93M	50.13K	+38.79%
Mar 31, 2026	ARQ WEALTH ADVISORS, LLC	0.12%	23.17K	1.15M	23.17K	+100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.67%	147.74K	7.35M	2.19K	+1.50%
Mar 31, 2026	UBS GROUP AG	0.73%	160.68K	8M	160.68K	+2,677,950.00%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.15%	33.07K	1.65M	16.01K	+93.88%
Mar 31, 2026	CITADEL ADVISORS LLC	0.16%	35.24K	1.75M	28.17K	+398.73%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.12%	23.38K	1.16M	2.38K	+11.34%
Mar 31, 2026	IMPACT PARTNERSHIP WEALTH, LLC	0.16%	34.83K	1.73M	5.07K	+17.05%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.18%	39.58K	1.97M	-62.56K	-61.25%
Mar 31, 2026	GLOBAL VIEW CAPITAL MANAGEMENT LLC	0.18%	40.18K	2M	-439	-1.08%
Mar 31, 2026	FSA ADVISORS, INC.	0.48%	106.02K	5.28M	-4.24K	-3.85%
Mar 31, 2026	MASON & ASSOCIATES INC	0.14%	29.85K	1.48M	-5.58K	-15.74%
Mar 31, 2026	TRUE NORTH ADVISORS, LLC	0.21%	45.29K	2.25M	45.29K	+100.00%
Mar 31, 2026	INSPIRE ADVISORS, LLC	0.22%	48.58K	2.42M	-1.44K	-2.87%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.23%	50.97K	2.54M	10.98K	+27.44%
Mar 31, 2026	CWM, LLC	0.23%	51.37K	2.56M	12.1K	+30.80%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.25%	55.49K	2.76M	10.15K	+22.38%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.41%	91.44K	4.55M	58.95K	+181.40%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.42%	92.14K	4.59M	30.08K	+48.46%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.63%	139.03K	6.92M	-3.21K	-2.26%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.79%	173.51K	8.64M	37.35K	+27.43%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	1.56%	344.16K	17.13M	709	+0.21%
Mar 31, 2026	BRIGHT FUTURES WEALTH MANAGEMENT, LLC.	0.17%	37.42K	1.86M	-34.66K	-48.08%
Mar 31, 2026	GRANTVEST FINANCIAL GROUP LLC	0.8%	175.86K	8.75M	66	+0.04%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.6%	132.92K	6.62M	110.55K	+494.16%
Mar 31, 2026		0.58%	128.24K	6.38M	39.02K	+43.73%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.26%	56.91K	2.83M	14.11K	+32.97%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.26%	56.81K	2.83M	1.82K	+3.31%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.19%	41.23K	2.05M	2.87K	+7.49%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.16%	35.14K	1.75M	-2.28K	-6.09%
Mar 31, 2026	RIVERTREE ADVISORS, LLC	0.14%	31.88K	1.59M	-3.02K	-8.65%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.13%	28.54K	1.42M	387	+1.37%
Mar 31, 2026	CAMARDA FINANCIAL ADVISORS, LLC	0.13%	27.58K	1.37M	34	+0.12%
Mar 31, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.12%	23.68K	1.18M	1.94K	+8.90%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.1%	20.11K	1M	-2.32K	-10.34%
Mar 31, 2026	CANNON ADVISORS, INC.	0.1%	20.14K	1M	2.61K	+14.92%
Mar 31, 2026	LATITUDE ADVISORS, LLC	0.1%	20.52K	1.02M	-653	-3.08%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.11%	21.88K	1.09M	-12.11K	-35.64%
Mar 31, 2026	CHERRY CREEK INVESTMENT ADVISORS, INC.	0.11%	22.06K	1.1M	6.59K	+42.60%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.35%	77.58K	3.86M	-8.42K	-9.79%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.51%	113.16K	5.63M	-18.73K	-14.20%
Mar 31, 2026	HECK CAPITAL ADVISORS, LLC	0.12%	23.36K	1.16M	-744	-3.09%
Mar 31, 2026	ATOMI FINANCIAL GROUP, INC.	0.78%	171.93K	8.56M	14.61K	+9.29%
Mar 31, 2026	VERUS CAPITAL PARTNERS, LLC	0.32%	71.48K	3.56M	7.61K	+11.92%
Mar 31, 2026	WT WEALTH MANAGEMENT	0.18%	39.32K	1.96M	-2.45K	-5.86%
Mar 31, 2026	CLARO ADVISORS LLC	0.29%	63.1K	3.14M	-23.9K	-27.48%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.57%	124.93K	6.22M	-10.28K	-7.60%
Mar 31, 2026	PRECISION WEALTH STRATEGIES, LLC	0.78%	170.9K	8.51M	45.05K	+35.80%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.84%	185.18K	9.22M	22.28K	+13.68%
Mar 31, 2026	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	1.09%	239.71K	11.93M	183.78K	+328.58%
Mar 31, 2026	MADDEN SECURITIES CORP	1.18%	260.06K	12.95M	4.03K	+1.57%
Mar 31, 2026	OWEN LARUE, LLC	1.27%	280.25K	13.95M	213.94K	+322.64%
Mar 31, 2026	RETIREMENT PLANNING GROUP	1.31%	288.07K	14.34M	43.11K	+17.60%
Mar 31, 2026	ATTICUS WEALTH MANAGEMENT, LLC	1.53%	336.59K	16.76M	-44.12K	-11.59%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.79%	394.2K	19.62M	11.22K	+2.93%
Mar 31, 2026	LPL FINANCIAL LLC	1.9%	417.97K	20.81M	93K	+28.62%
Mar 31, 2026	RICHARD P SLAUGHTER ASSOCIATES INC	3.13%	691.03K	34.4M	4.17K	+0.61%
Dec 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.89%	157.32K	7.82M	-2.1K	-1.32%
Dec 31, 2025	CLARO ADVISORS LLC	0.49%	87K	4.33M	55.43K	+175.55%
Dec 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.49%	86K	4.28M	37.97K	+79.07%
Dec 31, 2025	CHERRY CREEK INVESTMENT ADVISORS, INC.	0.1%	15.47K	769.17K	7.84K	+102.85%
Dec 31, 2025	CAMARDA FINANCIAL ADVISORS, LLC	0.16%	27.54K	1.37M	-1.04K	-3.65%
Dec 31, 2025	GRANTVEST FINANCIAL GROUP LLC	1.08%	175.79K	8.74M	6.27K	+3.70%
Dec 31, 2025	BRIGHT FUTURES WEALTH MANAGEMENT, LLC.	0.44%	72.08K	3.58M	4.23K	+6.23%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.17%	28.15K	1.4M	831	+3.04%
Dec 31, 2025	HECK CAPITAL ADVISORS, LLC	0.15%	24.1K	1.2M	8.71K	+56.63%
Dec 31, 2025	RICHARD P SLAUGHTER ASSOCIATES INC	4.24%	686.86K	34.16M	5.55K	+0.81%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.77%	136.16K	6.77M	-3.76K	-2.69%
Dec 31, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.12%	21.58K	1.07M	21.58K	+100.00%
Dec 31, 2025	CWM, LLC	0.22%	39.27K	1.95M	4.25K	+12.13%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.23%	40K	1.99M	31.44K	+367.64%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.24%	38.36K	1.91M	-4.21K	-9.90%
Dec 31, 2025	GLOBAL VIEW CAPITAL MANAGEMENT LLC	0.25%	40.62K	2.02M	-24.19K	-37.32%
Dec 31, 2025	INSPIRE ADVISORS, LLC	0.28%	50.01K	2.49M	9.57K	+23.66%
Dec 31, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.32%	55.93K	2.78M	55.93K	+100.00%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.34%	54.99K	2.73M	-14.36K	-20.70%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.35%	62.06K	3.09M	-9.83K	-13.67%
Dec 31, 2025	VERUS CAPITAL PARTNERS, LLC	0.36%	63.86K	3.18M	63.86K	+100.00%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.58%	102.14K	5.05M	5.83K	+6.06%
Dec 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.14%	22.43K	1.12M	2.62K	+13.22%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.13%	21K	1.04M	2.51K	+13.60%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.12%	21.74K	1.08M	4.43K	+25.61%
Dec 31, 2025	OWEN LARUE, LLC	0.41%	66.31K	3.3M	27.78K	+72.11%
Dec 31, 2025	GRADIENT INVESTMENTS LLC	2.97%	481.52K	23.95M	19.02K	+4.11%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.17%	382.98K	19.05M	10.63K	+2.86%
Dec 31, 2025	ATTICUS WEALTH MANAGEMENT, LLC	2.16%	380.71K	18.93M	2.55K	+0.68%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.2%	32.5K	1.62M	32.5K	+100.00%
Dec 31, 2025	LATITUDE ADVISORS, LLC	0.13%	21.17K	1.05M	-1.95K	-8.44%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.19%	33.99K	1.69M	33.99K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	19.25K	957.2M	-8.46K	-30.53%
Dec 31, 2025	CANNON ADVISORS, INC.	0.11%	17.53K	869.05K	-4.81K	-21.53%
Dec 31, 2025	PALADIN WEALTH, LLC	0.11%	18.04K	897.33K	-6	-0.03%
Dec 31, 2025	RPS ADVISORY SOLUTIONS LLC	0.11%	19.7K	979.54K	6.68K	+51.29%
Dec 31, 2025	TACTIVE ADVISORS, LLC	0.12%	19.27K	958.14K	37	+0.19%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.26%	45.34K	2.25M	25.54K	+129.02%
Dec 31, 2025	WT WEALTH MANAGEMENT	0.26%	41.77K	2.08M	1.27K	+3.13%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.26%	42.8K	2.13M	2.42K	+6.00%
Dec 31, 2025	FSA ADVISORS, INC.	0.68%	110.26K	5.48M	21.55K	+24.29%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.75%	131.9K	6.56M	59.83K	+83.02%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.1%	17.06K	848.29K	17.06K	+100.00%
Dec 31, 2025	RETIREMENT PLANNING GROUP	1.51%	244.96K	12.18M	7.02K	+2.95%
Dec 31, 2025	PRECISION WEALTH STRATEGIES, LLC	0.78%	125.85K	6.26M	19.58K	+18.42%
Dec 31, 2025	ABLE WEALTH MANAGEMENT LLC	0.8%	129.25K	6.43M	15.04K	+13.17%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.81%	142.24K	7.07M	-1.41K	-0.98%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.83%	145.55K	7.24M	28.39K	+24.23%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.83%	135.22K	6.72M	135.22K	+100.00%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	1%	162.9K	8.1M	3.14K	+1.97%
Dec 31, 2025	MADDEN SECURITIES CORP	1.58%	256.03K	12.73M	143.67K	+127.86%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	1.95%	343.45K	17.08M	343.45K	+100.00%
Dec 31, 2025	MASON & ASSOCIATES INC	0.22%	35.43K	1.76M	35.43K	+100.00%
Dec 31, 2025	RIVERTREE ADVISORS, LLC	0.22%	34.9K	1.74M	34.9K	+100.00%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.21%	37.42K	1.86M	-19.21K	-33.92%
Dec 31, 2025	IMPACT PARTNERSHIP WEALTH, LLC	0.18%	29.75K	1.48M	2.13K	+7.71%
Dec 31, 2025	LPL FINANCIAL LLC	1.84%	324.97K	16.16M	4.01K	+1.25%
Dec 31, 2025	GAINPLAN LLC	1.13%	183.82K	9.14M	3.97K	+2.20%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	1.06%	139.92K	6.96M	139.92K	+100.00%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.31%	40.38K	2.01M	-10.33K	-20.38%
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.15%	19.81K	984.86K	0	0
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.89%	117.17K	5.83M	-28.8K	-19.73%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0.73%	96.31K	4.79M	96.31K	+100.00%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.43%	56.63K	2.82M	-5.24K	-8.46%
Sep 30, 2025	TACTIVE ADVISORS, LLC	0.15%	19.23K	956.16K	-4.95K	-20.47%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.14%	18.48K	918.98K	787	+4.45%
Sep 30, 2025	RICHARD P SLAUGHTER ASSOCIATES INC	5.18%	681.32K	33.88M	81.31K	+13.55%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.09%	11.46K	569.77K	-612	-5.07%
Sep 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.08%	10.94K	543.7K	601	+5.82%
Sep 30, 2025	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.07%	9.71K	482.76K	9.71K	+100.00%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.07%	9.44K	469.2K	-485	-4.89%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.07%	8.55K	425.28K	6.13K	+252.27%
Sep 30, 2025	BERGER FINANCIAL GROUP, INC	0.06%	8.32K	413.81K	4.26K	+104.77%
Sep 30, 2025	MATTSON FINANCIAL SERVICES, LLC	0.06%	7.83K	389.43K	611	+8.46%
Sep 30, 2025	CHERRY CREEK INVESTMENT ADVISORS, INC.	0.06%	7.63K	379.15K	2.34K	+44.22%
Sep 30, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.05%	6.94K	344.83K	6.94K	+100.00%
Sep 30, 2025	KRILOGY FINANCIAL LLC	0.05%	6.71K	333.84K	6.71K	+100.00%
Sep 30, 2025	CWM, LLC	0.27%	35.02K	1.74M	13.01K	+59.12%
Sep 30, 2025	CLARO ADVISORS LLC	0.24%	31.57K	1.57M	13.05K	+70.41%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.21%	27.71K	1.38M	-1.01K	-3.51%
Sep 30, 2025	IMPACT PARTNERSHIP WEALTH, LLC	0.21%	27.62K	1.37M	15.13K	+121.05%
Sep 30, 2025	FSA ADVISORS, INC.	0.67%	88.72K	4.41M	18.55K	+26.44%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.55%	72.07K	3.58M	18.59K	+34.76%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.55%	71.89K	3.57M	3.16K	+4.59%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.53%	69.35K	3.45M	10.37K	+17.59%
Sep 30, 2025	BRIGHT FUTURES WEALTH MANAGEMENT, LLC.	0.52%	67.85K	3.37M	67.85K	+100.00%
Sep 30, 2025	GLOBAL VIEW CAPITAL MANAGEMENT LLC	0.49%	64.8K	3.22M	30.15K	+86.99%
Sep 30, 2025	WT WEALTH MANAGEMENT	0.31%	40.5K	2.01M	1.15K	+2.91%
Sep 30, 2025	OWEN LARUE, LLC	0.29%	38.53K	1.92M	9.44K	+32.45%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	19.8K	984.37K	4.25K	+27.34%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.37%	48.03K	2.39M	-12.19K	-20.25%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.32%	42.57K	2.12M	2.95K	+7.43%
Sep 30, 2025	INSPIRE ADVISORS, LLC	0.31%	40.44K	2.01M	-1.78K	-4.22%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.21%	27.32K	1.36M	-1.11K	-3.90%
Sep 30, 2025	PALADIN WEALTH, LLC	0.14%	18.05K	897.5K	224	+1.26%
Sep 30, 2025	BROWN FINANCIAL ADVISORS	0.14%	17.92K	890.89K	952	+5.61%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.13%	17.31K	860.77K	-80	-0.46%
Sep 30, 2025	HECK CAPITAL ADVISORS, LLC	0.12%	15.39K	765.07K	1.79K	+13.19%
Sep 30, 2025	NAPA WEALTH MANAGEMENT	0.11%	14K	696.22K	-12.99K	-48.12%
Sep 30, 2025	SAVVY ADVISORS, INC.	0.1%	13.78K	685.03K	13.78K	+100.00%
Sep 30, 2025	MADISON WEALTH PARTNERS, INC	0.1%	13.48K	670.1K	-48	-0.35%
Sep 30, 2025	EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC	0.1%	13.08K	650.35K	1.19K	+9.96%
Sep 30, 2025	RPS ADVISORY SOLUTIONS LLC	0.1%	13.02K	647.32K	8.52K	+189.25%
Sep 30, 2025	GRADIENT INVESTMENTS LLC	3.52%	462.5K	23M	32.84K	+7.64%
Sep 30, 2025	ATTICUS WEALTH MANAGEMENT, LLC	2.88%	378.15K	18.8M	42.1K	+12.53%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.83%	372.34K	18.51M	100.93K	+37.19%
Sep 30, 2025	RETIREMENT PLANNING GROUP	1.81%	237.94K	11.83M	-4.47K	-1.84%
Sep 30, 2025	GAINPLAN LLC	1.37%	179.85K	8.94M	3.03K	+1.71%
Sep 30, 2025	GRANTVEST FINANCIAL GROUP LLC	1.29%	169.52K	8.43M	7.23K	+4.46%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	1.21%	159.76K	7.94M	3.12K	+1.99%
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	1.21%	159.42K	7.93M	16.9K	+11.85%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.09%	143.66K	7.14M	-5.97K	-3.99%
Sep 30, 2025	ABLE WEALTH MANAGEMENT LLC	0.87%	114.21K	5.68M	96.49K	+544.73%
Sep 30, 2025	MADDEN SECURITIES CORP	0.85%	112.37K	5.59M	86.5K	+334.43%
Sep 30, 2025	PRECISION WEALTH STRATEGIES, LLC	0.81%	106.27K	5.28M	-8.95K	-7.77%
Sep 30, 2025	LPL FINANCIAL LLC	2.44%	320.97K	15.96M	-93.96K	-22.65%
Sep 30, 2025	CAMARDA FINANCIAL ADVISORS, LLC	0.22%	28.59K	1.42M	-342	-1.18%
Sep 30, 2025	LATITUDE ADVISORS, LLC	0.18%	23.12K	1.15M	-4.09K	-15.03%
Sep 30, 2025	CANNON ADVISORS, INC.	0.17%	22.33K	1.11M	-2.29K	-9.32%
Jun 30, 2025	GLOBAL VIEW CAPITAL MANAGEMENT LLC	0.3%	34.66K	1.72M	-3.73K	-9.73%
Jun 30, 2025	GRANTVEST FINANCIAL GROUP LLC	1.41%	162.29K	8.07M	25.7K	+18.82%
Jun 30, 2025	OWEN LARUE, LLC	0.25%	29.09K	1.45M	13.76K	+89.81%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.26%	30.33K	1.51M	-78.55K	-72.14%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.34%	39.63K	1.97M	3.3K	+9.09%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.54%	61.86K	3.08M	-19.06K	-23.55%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.36%	271.41K	13.5M	267.08K	+6,165.21%
Jun 30, 2025	ATTICUS WEALTH MANAGEMENT, LLC	2.92%	336.06K	16.71M	-39.38K	-10.49%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.07%	7.73K	384.61K	-907	-10.50%
Jun 30, 2025	WORTH ASSET MANAGEMENT, LLC	0.07%	7.98K	396.65K	-99.37K	-92.57%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.09%	9.92K	493.37K	-129	-1.28%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.09%	10.31K	512.57K	-1K	-8.84%
Jun 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.09%	10.33K	513.89K	595	+6.11%
Jun 30, 2025	LATITUDE ADVISORS, LLC	0.24%	27.21K	1.35M	-1.67K	-5.79%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.25%	28.43K	1.41M	-5.35K	-15.82%
Jun 30, 2025	CAMARDA FINANCIAL ADVISORS, LLC	0.25%	28.93K	1.44M	-39.57K	-57.77%
Jun 30, 2025	GRADIENT INVESTMENTS LLC	3.73%	429.66K	21.37M	-2.92K	-0.68%
Jun 30, 2025	RICHARD P SLAUGHTER ASSOCIATES INC	5.21%	600.01K	29.84M	12.76K	+2.17%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.15%	17.7K	879.97K	7.83K	+79.28%
Jun 30, 2025	ABLE WEALTH MANAGEMENT LLC	0.15%	17.71K	880.92K	17.71K	+100.00%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	1.02%	117.85K	5.86M	12.77K	+12.15%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.1%	11.63K	578.5K	323	+2.86%
Jun 30, 2025	EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC	0.1%	11.89K	591.53K	-37	-0.31%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.1%	12.07K	600.29K	-669	-5.25%
Jun 30, 2025	IMPACT PARTNERSHIP WEALTH, LLC	0.11%	12.5K	621.47K	12.5K	+100.00%
Jun 30, 2025	CLARO ADVISORS LLC	0.16%	18.53K	921.38K	-4.66K	-20.10%
Jun 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.17%	19.81K	985K	445	+2.30%
Jun 30, 2025	CWM, LLC	0.19%	22.01K	1.1M	22.01K	+100.00%
Jun 30, 2025	TACTIVE ADVISORS, LLC	0.21%	24.18K	1.2M	24.18K	+100.00%
Jun 30, 2025	MADDEN SECURITIES CORP	0.22%	25.87K	1.29M	25.87K	+100.00%
Jun 30, 2025	INSPIRE ADVISORS, LLC	0.37%	42.22K	2.1M	7.21K	+20.59%
Jun 30, 2025	SUMMIT X, LLC	0.41%	47.77K	2.38M	47.77K	+100.00%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.44%	50.71K	2.52M	14.32K	+39.36%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.6%	68.73K	3.42M	-2.43K	-3.41%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.46%	53.48K	2.66M	-1.29K	-2.35%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.51%	58.98K	2.93M	53.64K	+1,004.21%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.52%	60.22K	2.99M	3.21K	+5.63%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	1.24%	142.52K	7.09M	28.78K	+25.30%
Jun 30, 2025	FSA ADVISORS, INC.	0.61%	70.17K	3.49M	54.34K	+343.41%
Jun 30, 2025	MADISON WEALTH PARTNERS, INC	0.12%	13.53K	672.61K	-8.11K	-37.49%
Jun 30, 2025	PRECISION WEALTH STRATEGIES, LLC	1%	115.22K	5.73M	11.43K	+11.01%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	1.27%	145.96K	7.26M	-28.09K	-16.14%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.3%	149.63K	7.44M	7.6K	+5.35%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.14%	15.55K	773.15K	15.55K	+100.00%
Jun 30, 2025	BROWN FINANCIAL ADVISORS	0.15%	16.97K	843.67K	-433	-2.49%
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.15%	17.39K	864.87K	-1.9K	-9.86%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	1.36%	156.64K	7.79M	38.15K	+32.20%
Jun 30, 2025	GAINPLAN LLC	1.54%	176.82K	8.79M	12.19K	+7.40%
Jun 30, 2025	RETIREMENT PLANNING GROUP	2.1%	242.41K	12.05M	-25.07K	-9.37%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.25%	28.72K	1.43M	-218.04K	-88.36%
Jun 30, 2025	LPL FINANCIAL LLC	3.6%	414.93K	20.63M	95.26K	+29.80%
Jun 30, 2025	WT WEALTH MANAGEMENT	0.34%	39.36K	1.96M	-9K	-18.61%
Jun 30, 2025		0.12%	13.59K	676.02K	2.27K	+20.00%
Jun 30, 2025	NAPA WEALTH MANAGEMENT	0.23%	26.99K	1.34M	-127.78K	-82.56%
Jun 30, 2025	HECK CAPITAL ADVISORS, LLC	0.12%	13.59K	676.02K	2.27K	+20.00%
Jun 30, 2025	PALADIN WEALTH, LLC	0.15%	17.83K	886.49K	-1.5K	-7.75%
Jun 30, 2025	CANNON ADVISORS, INC.	0.21%	24.63K	1.22M	-6.58K	-21.08%
Mar 31, 2025	ATOMI FINANCIAL GROUP, INC.	1.15%	113.75K	5.65M	11.69K	+11.46%
Mar 31, 2025	RICHARD P SLAUGHTER ASSOCIATES INC	5.94%	587.25K	29.15M	-150.88K	-20.44%
Mar 31, 2025	EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC	0.12%	11.93K	592.17K	1.45K	+13.83%
Mar 31, 2025	RPS ADVISORY SOLUTIONS LLC	0.13%	12.55K	622.62K	2.64K	+26.60%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.13%	12.74K	632.3K	-3.86K	-23.23%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.82%	80.92K	4.02M	-364.22K	-81.82%
Mar 31, 2025	PRECISION WEALTH STRATEGIES, LLC	1.05%	103.79K	5.15M	-4.24K	-3.93%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	1.06%	105.08K	5.22M	51.57K	+96.38%
Mar 31, 2025	OLD MISSION CAPITAL LLC	1.1%	108.87K	5.4M	108.87K	+100.00%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.44%	142.03K	7.05M	14.95K	+11.77%
Mar 31, 2025	NAPA WEALTH MANAGEMENT	1.57%	154.77K	7.68M	-391.02K	-71.64%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.11%	11.31K	560.21K	1K	+9.73%
Mar 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.2%	19.29K	957.52K	4.33K	+28.96%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	20.36K	1.01M	20.36K	+100.00%
Mar 31, 2025	MADISON WEALTH PARTNERS, INC	0.22%	21.64K	1.07M	-7.94K	-26.83%
Mar 31, 2025	CLARO ADVISORS LLC	0.23%	23.19K	1.15M	14.39K	+163.52%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.26%	25.39K	1.27M	0	0
Mar 31, 2025	GWN SECURITIES INC.	0.29%	28.8K	1.43M	28.8K	+100.00%
Mar 31, 2025	LATITUDE ADVISORS, LLC	0.29%	28.89K	1.43M	-3.53K	-10.88%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.34%	33.78K	1.68M	1.05K	+3.20%
Mar 31, 2025	INSPIRE ADVISORS, LLC	0.35%	35.01K	1.74M	9.22K	+35.76%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.37%	36.32K	1.8M	6.76K	+22.88%
Mar 31, 2025	MUTUAL ADVISORS, LLC	0.37%	36.39K	1.8M	28.1K	+339.16%
Mar 31, 2025	WT WEALTH MANAGEMENT	0.49%	48.35K	2.4M	-39.87K	-45.19%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.55%	54.76K	2.72M	33.8K	+161.22%
Mar 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.58%	57.01K	2.83M	-31.3K	-35.44%
Mar 31, 2025	CAMARDA FINANCIAL ADVISORS, LLC	0.69%	68.5K	3.4M	-4.37K	-5.99%
Mar 31, 2025	WORTH ASSET MANAGEMENT, LLC	1.09%	107.35K	5.33M	56.18K	+109.78%
Mar 31, 2025		0.11%	11.33K	562.21K	-122	-1.07%
Mar 31, 2025	MGO ONE SEVEN LLC	0.14%	13.8K	684.65K	-3.94K	-22.22%
Mar 31, 2025	BRIGHT FUTURES WEALTH MANAGEMENT, LLC.	0.14%	13.85K	685.8K	7.48K	+117.55%
Mar 31, 2025	CITADEL ADVISORS LLC	0.15%	14.8K	734.57K	14.8K	+100.00%
Mar 31, 2025	OWEN LARUE, LLC	0.16%	15.33K	760.58K	15.33K	+100.00%
Mar 31, 2025	FSA ADVISORS, INC.	0.16%	15.82K	825.4K	15.82K	+100.00%
Mar 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.2%	19.36K	960.94K	-5.01K	-20.56%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.29%	29.08K	1.44M	2.8K	+10.64%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	1.2%	118.48K	5.88M	118.48K	+100.00%
Mar 31, 2025	GAINPLAN LLC	1.67%	164.63K	8.17M	43.59K	+36.01%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	1.76%	174.05K	8.64M	6.7K	+4.00%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.72%	71.16K	3.53M	7.66K	+12.06%
Mar 31, 2025	RETIREMENT PLANNING GROUP	2.71%	267.47K	13.27M	-136.51K	-33.79%
Mar 31, 2025	LPL FINANCIAL LLC	3.23%	319.67K	15.87M	150.19K	+88.62%
Mar 31, 2025	ATTICUS WEALTH MANAGEMENT, LLC	3.8%	375.43K	18.63M	-24.32K	-6.08%
Mar 31, 2025	GRADIENT INVESTMENTS LLC	4.38%	432.59K	21.47M	-96.67K	-18.27%
Mar 31, 2025	BROWN FINANCIAL ADVISORS	0.18%	17.4K	863.46K	-5.46K	-23.90%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2.5%	246.75K	12.25M	-6.8K	-2.68%

Frequently Asked Questions