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

Who are the major shareholders selling FT Cboe Vest U.S. Equity Deep Buffer ETF - February stock?

INTEGRITY FINANCIAL CORP /WA, in the last quarter, reduced its stake in DFEB by -0.46% restricting it's holding to 24.23 thousand shares of worth nearly $1.22M. SUSQUEHANNA INTERNATIONAL GROUP, LLP also lessened -19.49% of the DFEB shares from its portfolio, reducing its holding to 28.87 thousand shares of worth $1.46M. MGO ONE SEVEN LLC also shunned DFEB shares holding by -7.11% last quarter which brought its holding to 35.49 thousand shares worth $1.79M.

Investors who are buying DFEB stock?

As per its latest 13F filing, LPL FINANCIAL LLC increased its stake in DFEB by 45.52% in the last quarter. The institutional holder raised its holding to 123.31 thousand shares having worth more than $6.23M. CETERA INVESTMENT ADVISERS also added 6% more shares of DFEB to its portfolio, raising its holding to 237.13 thousand shares of worth $11.97M. ADVANCE CAPITAL MANAGEMENT, INC. also increased its DFEB shares holding by 2.02% which brought its holding to 431.64 thousand shares worth $21.79M.

DFEB's major insiders: who are they?

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

Did an insider recently sell DFEB stock?

Company executives, directors, and other insiders own N/A percent of FT Cboe Vest U.S. Equity Deep Buffer ETF - February's stock. Within the last six months, there have been 0 transaction(s) in which DFEB insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased DFEB stock?

There have been 0 transaction(s) during the past 6-months in which FT Cboe Vest U.S. Equity Deep Buffer ETF - February insiders have bought stock, totalling 0 shares

How much of DFEB does insiders own?

Around 0 FT Cboe Vest U.S. Equity Deep Buffer ETF - February shares are held by insiders, which represents about N/A of DFEB stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in DFEB?

LPL FINANCIAL LLC is the largest institutional owner in DFEB which holds 123.31 thousand shares worth $6.23M or 1.36% of the total DFEB shares outstanding followed by CETERA INVESTMENT ADVISERS with ownership of 237.13 thousand shares representing 2.61% of the DFEB ownership. ADVANCE CAPITAL MANAGEMENT, INC. is the third largest stakeholder with 431.64 thousand shares or 4.76% of the ownership worth more than $21.79M.

Is FT Cboe Vest U.S. Equity Deep Buffer ETF - February 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 DFEB is concerned, it is a stock which is not optionable.

Is there a short position on DFEB's shares?

Number of DFEB 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 DFEB shares are there?

As of today, null shares of DFEB are outstanding.

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

DFEB 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 DFEB is null.

FT Cboe Vest US Equity Deep Buffer ETF - February (DFEB) 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. LPL FINANCIAL LLC is the top corporate investor, holding 123.31K shares valued at $6.23M. A 1.36% stake in FT Cboe Vest U.S. Equity Deep Buffer ETF - February is owned by the company. CETERA INVESTMENT ADVISERS owns 237.13K shares valued at $11.97M, which translates its holding of 2.61% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	LPL FINANCIAL LLC	1.36%	123.31K	6.23M	38.57K	+45.52%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	2.61%	237.13K	11.97M	13.42K	+6.00%
Jun 30, 2026	ADVANCE CAPITAL MANAGEMENT, INC.	4.76%	431.64K	21.79M	8.54K	+2.02%
Jun 30, 2026	INTEGRITY FINANCIAL CORP /WA	0.27%	24.23K	1.22M	-112	-0.46%
Jun 30, 2026	KOVACK ADVISORS, INC.	0.28%	25.81K	1.3M	672	+2.67%
Jun 30, 2026	GTS SECURITIES LLC	0.29%	26.4K	1.33M	26.4K	+100.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.32%	28.87K	1.46M	-6.99K	-19.49%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.36%	32.92K	1.66M	19.67K	+148.48%
Jun 30, 2026	MGO ONE SEVEN LLC	0.39%	35.49K	1.79M	-2.72K	-7.11%
Jun 30, 2026	WOOD TARVER FINANCIAL GROUP, LLC	0.4%	36.16K	1.83M	-1.21K	-3.24%
Jun 30, 2026	MARINER, LLC	0.41%	37.27K	1.88M	-5.24K	-12.33%
Jun 30, 2026	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.44%	40.26K	2.03M	0	0
Jun 30, 2026	PRECEDENT WEALTH PARTNERS, LLC	0.45%	40.7K	2.06M	511	+1.27%
Jun 30, 2026	BEACON FINANCIAL GROUP	0.82%	74.49K	3.76M	-2.44K	-3.17%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.91%	82.2K	4.15M	-4.53K	-5.22%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.7%	154.22K	7.79M	-15.55K	-9.16%
Jun 30, 2026	ODER INVESTMENT MANAGEMENT, LLC	0.19%	16.82K	849.33K	0	0
Jun 30, 2026	REAP FINANCIAL GROUP, LLC	0.47%	42.69K	2.16M	-12.71K	-22.95%
Jun 30, 2026	HORIZON INVESTMENTS, LLC	0.85%	77.11K	3.89M	-57.61K	-42.77%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	1.24%	112.77K	5.69M	-17.24K	-13.26%
Jun 30, 2026	CENTAURUS FINANCIAL, INC.	0.22%	19.86K	1M	226	+1.15%
Jun 30, 2026	MUTUAL ADVISORS, LLC	0.48%	44K	2.22M	-476	-1.07%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.66%	59.85K	3.02M	0	0
Jun 30, 2026	LIFEWEALTH INVESTMENTS, LLC	0.72%	65.25K	3.29M	-116	-0.18%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.95%	176.89K	8.93M	2.9K	+1.67%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.4%	217.66K	10.99M	63.49K	+41.18%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.23%	20.42K	1.03M	-740	-3.50%
Jun 30, 2026	LAKERIDGE WEALTH MANAGEMENT LLC	0.15%	13.97K	705.28K	42	+0.30%
Jun 30, 2026	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.16%	14.15K	714.47K	0	0
Jun 30, 2026		0.16%	14.18K	728.01K	0	0
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.16%	14.2K	716.99K	0	0
Jun 30, 2026	IFP ADVISORS, INC	0.16%	14.33K	723.61K	7.17K	+99.99%
Jun 30, 2026	RITTER DANIHER FINANCIAL ADVISORY LLC / DE	0.16%	14.42K	728.1K	-300	-2.04%
Jun 30, 2026	PINNACLE WEALTH PLANNING SERVICES, INC.	0.16%	14.71K	742.95K	0	0
Jun 30, 2026	STONEX GROUP INC.	0.17%	15.02K	758.19K	667	+4.65%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.17%	15.26K	770.5K	2.52K	+19.76%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	16.49K	837.13K	-982	-5.62%
Jun 30, 2026	CASCADE INVESTMENT GROUP, INC.	0.19%	17.34K	875.29K	0	0
Jun 30, 2026	WEDBUSH SECURITIES INC	0.19%	17.53K	885K	600	+3.55%
Jun 30, 2026	BUCK WEALTH STRATEGIES, LLC	0.2%	17.71K	894.42K	0	0
Jun 30, 2026	MONEY CONCEPTS CAPITAL CORP	0.2%	18.55K	936.84K	-2	-0.01%
Jun 30, 2026	JPMORGAN CHASE & CO	0.21%	18.7K	941.3K	17.85K	+2,110.05%
Jun 30, 2026	MADRONA FINANCIAL SERVICES, LLC	0.24%	21.53K	1.09M	0	0
Jun 30, 2026	SNS FINANCIAL GROUP, LLC	0.32%	28.84K	1.46M	28.84K	+100.00%
Jun 30, 2026	IGNITE PLANNERS, LLC	0.32%	29.26K	1.48M	-6.67K	-18.55%
Jun 30, 2026	CAMELOT PORTFOLIOS, LLC	0.34%	30.41K	1.54M	-629	-2.03%
Jun 30, 2026	SMART WEALTH LLC	0.34%	30.54K	1.54M	-19.82K	-39.36%
Jun 30, 2026	KEYSTONE WEALTH SERVICES, LLC	0.36%	32.9K	1.66M	730	+2.27%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.37%	33.65K	1.7M	-1.1K	-3.15%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.38%	34.6K	1.75M	6.15K	+21.64%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.54%	48.63K	2.46M	12.07K	+33.00%
Jun 30, 2026	TANGLEWOOD LEGACY ADVISORS, LLC	0.57%	51.61K	2.61M	-1.6K	-3.01%
Jun 30, 2026	FOUNDERS FINANCIAL SECURITIES LLC	0.86%	78.27K	3.95M	8.55K	+12.26%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.9%	81.51K	4.12M	-575	-0.70%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.92%	83.33K	4.21M	-3.52K	-4.05%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.99%	90.16K	4.55M	-2.23K	-2.41%
Jun 30, 2026	HOLISTIC PLANNING, LLC	1.34%	121.22K	6.12M	10.7K	+9.69%
Jun 30, 2026	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	1.54%	139.88K	7.06M	-4.14K	-2.87%
Mar 31, 2026	INTEGRITY FINANCIAL CORP /WA	0.27%	24.35K	1.15M	-987	-3.90%
Mar 31, 2026	KOVACK ADVISORS, INC.	0.28%	25.13K	1.2M	14.5K	+136.46%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.49%	44.47K	2.11M	2K	+4.71%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.4%	36.56K	1.73M	615	+1.71%
Mar 31, 2026	BEACON FINANCIAL GROUP	0.85%	76.93K	3.64M	-5.34K	-6.49%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.9%	82.09K	3.89M	9.71K	+13.41%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.95%	86.85K	4.11M	-1.77K	-2.00%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.23%	21.16K	967.44K	-1.15K	-5.13%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.19%	16.93K	802K	-1K	-5.58%
Mar 31, 2026	SMART WEALTH LLC	0.55%	50.36K	2.39M	-5.7K	-10.17%
Mar 31, 2026	TANGLEWOOD LEGACY ADVISORS, LLC	0.58%	53.21K	2.52M	15.04K	+39.39%
Mar 31, 2026	REAP FINANCIAL GROUP, LLC	0.61%	55.41K	2.62M	-3.57K	-6.05%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.66%	59.85K	2.83M	0	0
Mar 31, 2026	SUNBELT SECURITIES, INC.	0.71%	64.89K	3.07M	-3.22K	-4.73%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.69%	154.18K	7.3M	14.95K	+10.74%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.95%	86.72K	4.11M	-24.04K	-21.70%
Mar 31, 2026	LPL FINANCIAL LLC	0.93%	84.74K	4.01M	19.3K	+29.49%
Mar 31, 2026	FOUNDERS FINANCIAL SECURITIES LLC	0.77%	69.72K	3.38M	11.02K	+18.77%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.02%	92.39K	4.38M	2.25K	+2.50%
Mar 31, 2026	HOLISTIC PLANNING, LLC	1.21%	110.51K	5.23M	-1.36K	-1.22%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.87%	169.77K	8.04M	12.09K	+7.66%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.91%	173.99K	8.24M	-23.36K	-11.84%
Mar 31, 2026	RITTER DANIHER FINANCIAL ADVISORY LLC / DE	0.16%	14.72K	697.29K	-255	-1.70%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.19%	17.47K	831.87K	-6.63K	-27.51%
Mar 31, 2026	BUCK WEALTH STRATEGIES, LLC	0.19%	17.71K	839.11K	464	+2.69%
Mar 31, 2026	WOOD TARVER FINANCIAL GROUP, LLC	0.41%	37.37K	1.77M	1.14K	+3.13%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.43%	130.01K	6.16M	8.37K	+6.88%
Mar 31, 2026	HORIZON INVESTMENTS, LLC	1.48%	134.72K	6.38M	77.35K	+134.82%
Mar 31, 2026	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	1.58%	144.02K	6.82M	4.58K	+3.28%
Mar 31, 2026	CWM, LLC	1.8%	163.56K	7.75M	35.68K	+27.90%
Mar 31, 2026	PRECEDENT WEALTH PARTNERS, LLC	0.44%	40.19K	1.9M	-49.33K	-55.10%
Mar 31, 2026	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.44%	40.26K	1.91M	40.26K	+100.00%
Mar 31, 2026	MGO ONE SEVEN LLC	0.42%	38.21K	1.81M	38.21K	+100.00%
Mar 31, 2026	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.16%	14.49K	686.34K	12	+0.08%
Mar 31, 2026	PINNACLE WEALTH PLANNING SERVICES, INC.	0.16%	14.71K	697K	0	0
Mar 31, 2026	CENTAURUS FINANCIAL, INC.	0.22%	19.63K	930K	2.07K	+11.81%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.31%	28.44K	1.35M	19.97K	+235.82%
Mar 31, 2026	CAMELOT PORTFOLIOS, LLC	0.34%	31.04K	1.47M	-9.78K	-23.95%
Mar 31, 2026	KEYSTONE WEALTH SERVICES, LLC	0.35%	32.17K	1.52M	32.17K	+100.00%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.38%	34.74K	1.65M	385	+1.12%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.39%	35.86K	1.7M	28.69K	+400.47%
Mar 31, 2026	IGNITE PLANNERS, LLC	0.39%	35.92K	1.7M	6.67K	+22.78%
Mar 31, 2026	MARINER, LLC	0.47%	42.51K	2.01M	-1.86K	-4.19%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.46%	223.71K	10.6M	57.43K	+34.54%
Mar 31, 2026	ADVANCE CAPITAL MANAGEMENT, INC.	4.65%	423.1K	20.04M	423.1K	+100.00%
Mar 31, 2026	LIFEWEALTH INVESTMENTS, LLC	0.72%	65.36K	3.1M	-2.76K	-4.05%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.15%	13.25K	627.51K	0	0
Mar 31, 2026	LAKERIDGE WEALTH MANAGEMENT LLC	0.16%	13.93K	659.68K	0	0
Mar 31, 2026		0.16%	13.96K	661.29K	2.23K	+19.01%
Mar 31, 2026	NOVA WEALTH MANAGEMENT, INC.	0.16%	14.06K	666.12K	3.29K	+30.52%
Mar 31, 2026	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.16%	14.15K	670.29K	0	0
Mar 31, 2026	STONEX GROUP INC.	0.16%	14.35K	679.71K	-3.73K	-20.63%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.18%	16.04K	763.31K	0	0
Mar 31, 2026	ODER INVESTMENT MANAGEMENT, LLC	0.18%	16.82K	796.81K	0	0
Mar 31, 2026	CASCADE INVESTMENT GROUP, INC.	0.19%	17.34K	821.16K	17.34K	+100.00%
Mar 31, 2026	MONEY CONCEPTS CAPITAL CORP	0.2%	18.56K	879K	91	+0.49%
Mar 31, 2026	MADRONA FINANCIAL SERVICES, LLC	0.24%	21.53K	1.02M	5.77K	+36.56%
Mar 31, 2026	INTEGRATED ADVISORS NETWORK LLC	0.24%	21.71K	1.03M	320	+1.50%
Dec 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.74%	58.7K	2.8M	4.98K	+9.26%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.47%	37.15K	1.77M	-11.61K	-23.81%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.43%	34.36K	1.64M	3.46K	+11.21%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.3%	24.1K	1.16M	-1.3K	-5.13%
Dec 31, 2025	ODER INVESTMENT MANAGEMENT, LLC	0.21%	16.82K	802.73K	-870	-4.92%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.21%	16.48K	786.39K	-6.49K	-28.25%
Dec 31, 2025	MADRONA FINANCIAL SERVICES, LLC	0.2%	15.77K	752.47K	0	0
Dec 31, 2025	GLOBAL ASSETS ADVISORY, LLC	0.19%	14.65K	699.12K	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.49%	197.34K	9.42M	-58.96K	-23.00%
Dec 31, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.17%	13.93K	664.57K	0	0
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.16%	13.25K	632.17K	-9.26K	-41.14%
Dec 31, 2025	SOVEREIGN FINANCIAL GROUP, INC.	0.16%	12.52K	597.67K	-231	-1.81%
Dec 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.15%	12.01K	573.33K	0	0
Dec 31, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.15%	11.92K	572.52K	0	0
Dec 31, 2025	LUKEN INVESTMENT ANALYTICS, LLC	0.14%	11.3K	539.25K	0	0
Dec 31, 2025	CETERA INVESTMENT ADVISERS	2.1%	166.28K	7.94M	3.06K	+1.87%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.99%	157.68K	7.52M	-33.66K	-17.59%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.75%	139.23K	6.64M	-17.95K	-11.42%
Dec 31, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.18%	14.15K	675.26K	14.15K	+100.00%
Dec 31, 2025	HORIZON INVESTMENTS, LLC	0.71%	57.37K	2.74M	4.8K	+9.14%
Dec 31, 2025	SMART WEALTH LLC	0.69%	56.06K	2.68M	-6.01K	-9.68%
Dec 31, 2025	MARINER, LLC	0.56%	44.38K	2.12M	-3.02K	-6.37%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.24%	19.5K	930.33K	-10.73K	-35.49%
Dec 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.23%	18.47K	881.18K	0	0
Dec 31, 2025	STONEX GROUP INC.	0.23%	18.08K	862.76K	-414	-2.24%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.23%	17.93K	855K	0	0
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.22%	17.56K	838K	0	0
Dec 31, 2025	BEACON FINANCIAL GROUP	1.02%	82.27K	3.93M	-4.3K	-4.97%
Dec 31, 2025	WOOD TARVER FINANCIAL GROUP, LLC	0.46%	36.23K	1.73M	-735	-1.99%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.45%	35.95K	1.72M	5.59K	+18.42%
Dec 31, 2025	IGNITE PLANNERS, LLC	0.37%	29.26K	1.41M	-7.91K	-21.28%
Dec 31, 2025	INTEGRITY FINANCIAL CORP /WA	0.32%	25.33K	1.21M	-11.95K	-32.05%
Dec 31, 2025	COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.	0.28%	22.94K	1.09M	-86	-0.37%
Dec 31, 2025	HOLISTIC PLANNING, LLC	1.39%	111.88K	5.34M	-10.95K	-8.91%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.12%	88.62K	4.23M	-10.28K	-10.39%
Dec 31, 2025	PRECEDENT WEALTH PARTNERS, LLC	1.11%	89.52K	4.27M	-130.71K	-59.35%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.91%	72.38K	3.45M	-7.28K	-9.14%
Dec 31, 2025	LIFEWEALTH INVESTMENTS, LLC	0.84%	68.12K	3.25M	-1.81K	-2.58%
Dec 31, 2025	LPL FINANCIAL LLC	0.83%	65.44K	3.12M	364	+0.56%
Dec 31, 2025	REAP FINANCIAL GROUP, LLC	0.74%	58.97K	2.81M	-1.49K	-2.46%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.14%	11.54K	550.71K	0	0
Dec 31, 2025	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	1.73%	139.44K	6.65M	-2.66K	-1.87%
Dec 31, 2025	CWM, LLC	1.61%	127.88K	6.1M	-46.31K	-26.59%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.53%	121.64K	5.8M	-4.65K	-3.68%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.4%	110.76K	5.29M	-24.49K	-18.11%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.12%	90.14K	4.3M	-3.74K	-3.98%
Dec 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.18%	14.48K	690.87K	0	0
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.18%	14.2K	677.65K	0	0
Dec 31, 2025		0.18%	14.18K	676.84M	14.18K	+100.00%
Dec 31, 2025	SUNBELT SECURITIES, INC.	0.84%	68.11K	3.25M	-700	-1.02%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.75%	59.85K	2.86M	0	0
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.28%	22.31K	1.02M	22.31K	+100.00%
Dec 31, 2025	INTEGRATED ADVISORS NETWORK LLC	0.27%	21.39K	1.02M	145	+0.68%
Dec 31, 2025	BUCK WEALTH STRATEGIES, LLC	0.21%	17.25K	823.2K	-245	-1.40%
Dec 31, 2025	IMC-CHICAGO, LLC	0.21%	16.72K	797.67K	16.72K	+100.00%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.2%	16.04K	765.26K	0	0
Dec 31, 2025	RITTER DANIHER FINANCIAL ADVISORY LLC / DE	0.19%	14.98K	714.63K	-30.83K	-67.31%
Dec 31, 2025	PINNACLE WEALTH PLANNING SERVICES, INC.	0.19%	14.71K	702.18K	-217	-1.45%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.53%	42.47K	2.03M	-225	-0.53%
Dec 31, 2025	OLD MISSION CAPITAL LLC	0.51%	40.76K	1.95M	24.61K	+152.34%
Dec 31, 2025	CAMELOT PORTFOLIOS, LLC	0.51%	40.82K	1.95M	-11.07K	-21.33%
Dec 31, 2025	TANGLEWOOD LEGACY ADVISORS, LLC	0.47%	38.17K	1.82M	0	0
Sep 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.62%	53.73K	2.5M	15.54K	+40.68%
Sep 30, 2025	HORIZON INVESTMENTS, LLC	0.61%	52.57K	2.45M	15.54K	+41.95%
Sep 30, 2025	MADRONA FINANCIAL SERVICES, LLC	0.18%	15.77K	733.79K	0	0
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.18%	16.04K	714.73K	0	0
Sep 30, 2025	COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.	0.27%	23.03K	1.07M	-493	-2.10%
Sep 30, 2025	WOOD TARVER FINANCIAL GROUP, LLC	0.43%	36.97K	1.72M	3.02K	+8.89%
Sep 30, 2025	INTEGRITY FINANCIAL CORP /WA	0.43%	37.28K	1.73M	-2.51K	-6.31%
Sep 30, 2025	TANGLEWOOD LEGACY ADVISORS, LLC	0.44%	38.17K	1.78M	-2.39K	-5.89%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.08%	93.87K	4.37M	-11.29K	-10.73%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.56%	135.24K	6.29M	-16.75K	-11.02%
Sep 30, 2025	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	1.64%	142.1K	6.61M	-2.79K	-1.92%
Sep 30, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.47%	41.01K	1.91M	0	0
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.49%	42.7K	2M	0	0
Sep 30, 2025	MAIA WEALTH LLC	0.5%	43.19K	2.03M	-2.37K	-5.21%
Sep 30, 2025	RITTER DANIHER FINANCIAL ADVISORY LLC / DE	0.53%	45.81K	2.13M	45.81K	+100.00%
Sep 30, 2025	STONEX GROUP INC.	0.21%	18.49K	860.6K	-1.58K	-7.89%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.24%	20.8K	977.09K	10.4K	+100.00%
Sep 30, 2025	JOURNEY STRATEGIC WEALTH LLC	0.14%	11.79K	548.71K	-1.34K	-10.17%
Sep 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.14%	11.92K	559.41K	-500	-4.03%
Sep 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.14%	12.01K	559.09K	-1.54K	-11.35%
Sep 30, 2025	SOVEREIGN FINANCIAL GROUP, INC.	0.15%	12.76K	593.57K	0	0
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.26%	22.51K	1.05M	8.31K	+58.58%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.26%	22.97K	1.07M	-8.61K	-27.26%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.29%	25.4K	1.18M	-1.16K	-4.36%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.35%	30.22K	1.41M	-7.78K	-20.46%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.35%	30.35K	1.41M	-352	-1.15%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.36%	30.9K	1.44M	-2.3K	-6.93%
Sep 30, 2025	KEYSTONE WEALTH SERVICES, LLC	0.37%	31.97K	1.49M	0	0
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.37%	32K	1.49M	564	+1.79%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.43%	36.87K	1.72M	-6.41K	-14.81%
Sep 30, 2025	MARINER, LLC	0.55%	47.39K	2.21M	-1.01K	-2.09%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.81%	157.18K	7.31M	5.44K	+3.59%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.56%	48.76K	2.27M	-9.8K	-16.73%
Sep 30, 2025	CAMELOT PORTFOLIOS, LLC	0.6%	51.89K	2.41M	-810	-1.54%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.2%	17.56K	817K	0	0
Sep 30, 2025	WEDBUSH SECURITIES INC	0.21%	17.93K	834K	-1.18K	-6.15%
Sep 30, 2025	BEACON FINANCIAL GROUP	1%	86.57K	4.03M	-7.71K	-8.17%
Sep 30, 2025	CWM, LLC	2.01%	174.19K	8.11M	-34.08K	-16.36%
Sep 30, 2025	PRECEDENT WEALTH PARTNERS, LLC	2.54%	220.23K	10.25M	-23.43K	-9.62%
Sep 30, 2025	HOLISTIC PLANNING, LLC	1.42%	122.83K	5.72M	-4.91K	-3.84%
Sep 30, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.16%	13.77K	640.58K	0	0
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.13%	11.54K	537.03K	0	0
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.69%	59.85K	2.79M	0	0
Sep 30, 2025	ODER INVESTMENT MANAGEMENT, LLC	0.2%	17.69K	823.28K	443	+2.57%
Sep 30, 2025	BUCK WEALTH STRATEGIES, LLC	0.2%	17.5K	814.16K	-1	-0.01%
Sep 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.21%	18.47K	859.3K	-1.38K	-6.93%
Sep 30, 2025	SMART WEALTH LLC	0.72%	62.08K	2.89M	-11.78K	-15.95%
Sep 30, 2025	LPL FINANCIAL LLC	0.75%	65.08K	3.03M	882	+1.37%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0.79%	68.81K	3.2M	62.1K	+925.91%
Sep 30, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.16%	13.93K	648.07K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.92%	79.66K	3.71M	-1.61K	-1.98%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.14%	98.9K	4.6M	-9.09K	-8.41%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.46%	126.29K	5.88M	-4.11K	-3.15%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.96%	256.31K	11.93M	-271.57K	-51.45%
Sep 30, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.18%	15.18K	706.56K	-2.42K	-13.75%
Sep 30, 2025	PINNACLE WEALTH PLANNING SERVICES, INC.	0.17%	14.93K	694.84K	0	0
Sep 30, 2025	GLOBAL ASSETS ADVISORY, LLC	0.17%	14.65K	681.76K	14.65K	+100.00%
Sep 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.17%	14.48K	673.71K	-567	-3.77%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.88%	163.22K	7.6M	34.1K	+26.41%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.21%	191.34K	8.82M	21.18K	+12.45%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.19%	16.15K	751.75K	-16.91K	-51.15%
Sep 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0.24%	21.24K	988.53K	-18	-0.08%
Sep 30, 2025	IGNITE PLANNERS, LLC	0.43%	37.17K	1.73M	-762	-2.01%
Sep 30, 2025	LIFEWEALTH INVESTMENTS, LLC	0.81%	69.93K	3.25M	-616	-0.87%
Sep 30, 2025	REAP FINANCIAL GROUP, LLC	0.7%	60.46K	2.81M	402	+0.67%
Jun 30, 2025	BEACON FINANCIAL GROUP	1.06%	94.28K	4.21M	-5.92K	-5.90%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.66%	58.56K	2.61M	-22.02K	-27.33%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.67%	59.85K	2.67M	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.72%	64.19K	2.87M	15.96K	+33.10%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.18%	105.16K	4.7M	16.08K	+18.05%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.47%	130.4K	5.82M	44.5K	+51.80%
Jun 30, 2025	IGNITE PLANNERS, LLC	0.43%	37.93K	1.71M	1.18K	+3.22%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.21%	107.98K	4.82M	14.83K	+15.92%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	27.85K	1.24M	17.8K	+177.10%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.35%	30.71K	1.37M	15.35K	+99.92%
Jun 30, 2025	KRAEMATON INVESTMENT ADVISORS, INC	0.47%	42.04K	1.88M	42.04K	+100.00%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.48%	42.7K	1.94M	-600	-1.39%
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.49%	43.29K	1.93M	43.29K	+100.00%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.5%	44.06K	1.97M	-900	-2.00%
Jun 30, 2025	MAIA WEALTH LLC	0.51%	45.56K	2.03M	45.56K	+100.00%
Jun 30, 2025		0.38%	33.95K	1.52M	456	+1.36%
Jun 30, 2025	SAGE CAPITAL ADVISORS,LLC	0.52%	46.54K	2.08M	3.76K	+8.78%
Jun 30, 2025	MARINER, LLC	0.54%	48.4K	2.16M	-942	-1.91%
Jun 30, 2025	WOOD TARVER FINANCIAL GROUP, LLC	0.38%	33.95K	1.52M	456	+1.36%
Jun 30, 2025	HICKORY ASSET MANAGEMENT, INC.	0.51%	45.81K	2.04M	-425	-0.92%
Jun 30, 2025	BISON WEALTH, LLC	0.59%	52.89K	2.36M	-3.32K	-5.90%
Jun 30, 2025	REAP FINANCIAL GROUP, LLC	0.67%	60.06K	2.68M	-3.63K	-5.70%
Jun 30, 2025	LIFEWEALTH INVESTMENTS, LLC	0.79%	70.54K	3.15M	2.28K	+3.33%
Jun 30, 2025	SMART WEALTH LLC	0.83%	73.86K	3.3M	73.86K	+100.00%
Jun 30, 2025	SYNOVUS FINANCIAL CORP	0.35%	31.44K	1.4M	-2.72K	-7.96%
Jun 30, 2025	KEYSTONE WEALTH SERVICES, LLC	0.36%	31.97K	1.43M	5.9K	+22.64%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.37%	33.07K	1.48M	33.07K	+100.00%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.37%	33.2K	1.48M	-1.67K	-4.79%
Jun 30, 2025	ODER INVESTMENT MANAGEMENT, LLC	0.19%	17.25K	770.03K	0	0
Jun 30, 2025	BUCK WEALTH STRATEGIES, LLC	0.2%	17.5K	781.1K	5.1K	+41.09%
Jun 30, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.21%	18.69K	834.58K	470	+2.58%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.21%	19.1K	853K	224	+1.19%
Jun 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.22%	19.15K	854.85K	-48.63K	-71.75%
Jun 30, 2025	HORIZON INVESTMENTS, LLC	0.42%	37.03K	1.65M	5.64K	+17.95%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.43%	38K	1.7M	38K	+100.00%
Jun 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.43%	38.19K	1.71M	2.84K	+8.03%
Jun 30, 2025	INTEGRITY FINANCIAL CORP /WA	0.45%	39.79K	1.78M	8.06K	+25.40%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.45%	40.37K	1.8M	-175	-0.43%
Jun 30, 2025	TANGLEWOOD LEGACY ADVISORS, LLC	0.46%	40.56K	1.81M	21.7K	+115.03%
Jun 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.22%	19.84K	885.75K	0	0
Jun 30, 2025	STONEX GROUP INC.	0.23%	20.08K	896.28K	342	+1.73%
Jun 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0.24%	21.26K	949.14K	21.26K	+100.00%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.35%	31.57K	1.41M	3.83K	+13.81%
Jun 30, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.46%	41.01K	1.83M	500	+1.23%
Jun 30, 2025	HOLISTIC PLANNING, LLC	1.44%	127.73K	5.7M	52.05K	+68.77%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.91%	81.26K	3.63M	9.72K	+13.59%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.98%	86.87K	3.88M	3.53K	+4.24%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.45%	129.12K	5.76M	25.85K	+25.03%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.71%	151.74K	6.77M	11.45K	+8.16%
Jun 30, 2025	CWM, LLC	2.34%	208.26K	9.3M	65.26K	+45.64%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.91%	170.16K	7.6M	-34.02K	-16.66%
Jun 30, 2025	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	1.63%	144.89K	6.47M	-3.14K	-2.12%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.71%	151.99K	6.79M	-17.74K	-10.45%
Jun 30, 2025	PRECEDENT WEALTH PARTNERS, LLC	2.74%	243.66K	10.88M	6.83K	+2.89%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	5.93%	527.87K	23.57M	336.52K	+175.87%
Jun 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.31%	27.65K	1.23M	-11.22K	-28.87%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.3%	26.56K	1.19M	-2.36K	-8.15%
Jun 30, 2025	COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.	0.26%	23.52K	1.05M	834	+3.68%
Jun 30, 2025	CAMELOT PORTFOLIOS, LLC	0.59%	52.7K	2.35M	-6.21K	-10.55%
Mar 31, 2025	CWM, LLC	1.57%	143K	6.03M	77.25K	+117.50%
Mar 31, 2025	INTEGRITY FINANCIAL CORP /WA	0.35%	31.73K	1.34M	10.91K	+52.36%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.21%	18.88K	796K	-465	-2.40%
Mar 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.43%	38.86K	1.64M	38.86K	+100.00%
Mar 31, 2025	IGNITE PLANNERS, LLC	0.4%	36.75K	1.55M	36.75K	+100.00%
Mar 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.22%	19.84K	836.26K	19.84K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.53%	48.23K	2.03M	5.63K	+13.22%
Mar 31, 2025	SAGE CAPITAL ADVISORS,LLC	0.47%	42.78K	1.8M	42.78K	+100.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.45%	40.55K	1.71M	34.08K	+526.66%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.32%	29.42K	1.25M	0	0
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.32%	28.92K	1.22M	15.27K	+111.89%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.31%	27.74K	1.17M	27.14K	+4,500.66%
Mar 31, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.45%	40.51K	1.71M	0	0
Mar 31, 2025	TRUIST FINANCIAL CORP	0.38%	34.87K	1.47M	8.45K	+31.98%
Mar 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.39%	35.35K	1.48M	20.6K	+139.69%
Mar 31, 2025	HORIZON INVESTMENTS, LLC	0.35%	31.4K	1.32M	16.85K	+115.85%
Mar 31, 2025	KEYSTONE WEALTH SERVICES, LLC	0.29%	26.07K	1.1M	460	+1.80%
Mar 31, 2025	COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.	0.25%	22.69K	956.26K	22.69K	+100.00%
Mar 31, 2025	SYNOVUS FINANCIAL CORP	0.38%	34.16K	1.44M	-2.06K	-5.68%
Mar 31, 2025		0.37%	33.5K	1.41M	7.45K	+28.61%
Mar 31, 2025	STONEX GROUP INC.	0.22%	19.73K	831.79K	8K	+68.18%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.95%	85.9K	3.62M	34.77K	+68.02%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.92%	83.34K	3.51M	83.34K	+100.00%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.89%	80.58K	3.4M	59.17K	+276.27%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.49%	44.96K	1.9M	-6.18K	-12.08%
Mar 31, 2025	MUTUAL ADVISORS, LLC	0.48%	43.3K	1.81M	12.93K	+42.59%
Mar 31, 2025	PRECEDENT WEALTH PARTNERS, LLC	2.61%	236.82K	9.98M	236.82K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2.25%	204.19K	8.61M	25.7K	+14.40%
Mar 31, 2025	HOLISTIC PLANNING, LLC	0.83%	75.68K	3.19M	75.68K	+100.00%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.79%	71.54K	3.02M	-14.81K	-17.15%
Mar 31, 2025	SIGNAL ADVISORS WEALTH, LLC	0.75%	67.78K	2.86M	59.91K	+761.11%
Mar 31, 2025	FOGUTH WEALTH MANAGEMENT, LLC.	0.66%	60.3K	2.54M	60.3K	+100.00%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.66%	59.85K	2.52M	-250	-0.42%
Mar 31, 2025	CAMELOT PORTFOLIOS, LLC	0.65%	58.91K	2.48M	10.4K	+21.44%
Mar 31, 2025	MARINER, LLC	0.54%	49.35K	2.08M	811	+1.67%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.11%	191.35K	8.07M	32.65K	+20.57%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.54%	140.29K	5.91M	12.27K	+9.58%
Mar 31, 2025	TANGLEWOOD LEGACY ADVISORS, LLC	0.21%	18.86K	795.08K	8.45K	+81.08%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.87%	169.73K	7.15M	-26.52K	-13.52%
Mar 31, 2025	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	1.63%	148.03K	6.24M	33.33K	+29.06%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.98%	89.08K	3.76M	3.68K	+4.31%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.03%	93.16K	3.93M	24.11K	+34.92%
Mar 31, 2025	BEACON FINANCIAL GROUP	1.1%	100.2K	4.22M	-7.88K	-7.29%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.14%	103.27K	4.35M	13.15K	+14.59%
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	0.2%	18.25K	769.41K	-272	-1.47%

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