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

Who are the major shareholders selling Dimensional - Global Credit ETF stock?

LPL FINANCIAL LLC, in the last quarter, reduced its stake in DGCB by -0.09% restricting it's holding to 51 thousand shares of worth nearly $2.79M. MEREDITH WEALTH PLANNING also lessened -8.04% of the DGCB shares from its portfolio, reducing its holding to 39.41 thousand shares of worth $2.15M. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also shunned DGCB shares holding by -0.51% last quarter which brought its holding to 45.95 thousand shares worth $2.51M.

Investors who are buying DGCB stock?

As per its latest 13F filing, BRINKER CAPITAL INVESTMENTS, LLC increased its stake in DGCB by 4.99% in the last quarter. The institutional holder raised its holding to 83.01 thousand shares having worth more than $4.54M. FOUNDATIONS INVESTMENT ADVISORS, LLC also added 11.17% more shares of DGCB to its portfolio, raising its holding to 61.07 thousand shares of worth $3.34M. OUTBOUND FINANCIAL INC also increased its DGCB shares holding by 8.19% which brought its holding to 174.99 thousand shares worth $9.57M.

DGCB's major insiders: who are they?

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

Did an insider recently sell DGCB stock?

Company executives, directors, and other insiders own N/A percent of Dimensional - Global Credit ETF's stock. Within the last six months, there have been 0 transaction(s) in which DGCB insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased DGCB stock?

There have been 0 transaction(s) during the past 6-months in which Dimensional - Global Credit ETF insiders have bought stock, totalling 0 shares

How much of DGCB does insiders own?

Around 0 Dimensional - Global Credit ETF shares are held by insiders, which represents about N/A of DGCB stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in DGCB?

BRINKER CAPITAL INVESTMENTS, LLC is the largest institutional owner in DGCB which holds 83.01 thousand shares worth $4.54M or 0.41% of the total DGCB shares outstanding followed by FOUNDATIONS INVESTMENT ADVISORS, LLC with ownership of 61.07 thousand shares representing 0.3% of the DGCB ownership. OUTBOUND FINANCIAL INC is the third largest stakeholder with 174.99 thousand shares or 0.87% of the ownership worth more than $9.57M.

Is Dimensional - Global Credit 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 DGCB is concerned, it is a stock which is not optionable.

Is there a short position on DGCB's shares?

Number of DGCB 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 DGCB shares are there?

As of today, null shares of DGCB are outstanding.

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

DGCB 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 DGCB is null.

Dimensional - Global Credit ETF (DGCB) 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. BRINKER CAPITAL INVESTMENTS, LLC is the top corporate investor, holding 83.01K shares valued at $4.54M. A 0.41% stake in Dimensional - Global Credit ETF is owned by the company. FOUNDATIONS INVESTMENT ADVISORS, LLC owns 61.07K shares valued at $3.34M, which translates its holding of 0.3% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.41%	83.01K	4.54M	3.94K	+4.99%
Jun 30, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.3%	61.07K	3.34M	6.13K	+11.17%
Jun 30, 2026	OUTBOUND FINANCIAL INC	0.87%	174.99K	9.57M	13.25K	+8.19%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.45%	89.74K	4.91M	89.34K	+22,334.25%
Jun 30, 2026	CSP FINANCIAL GROUP, LLC	0.51%	102.13K	5.58M	6.54K	+6.84%
Jun 30, 2026	VANTAGE POINT FINANCIAL LLC	0.52%	104.53K	5.71M	3.68K	+3.65%
Jun 30, 2026	LPL FINANCIAL LLC	0.25%	51K	2.79M	-48	-0.09%
Jun 30, 2026	MISSION HILLS FINANCIAL ADVISORY, LLC	0.27%	53.97K	2.95M	53.97K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.29%	59.19K	3.24M	10.72K	+22.12%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.93%	175.34K	9.59M	6.23K	+3.69%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	1.75%	351.6K	19.22M	42.89K	+13.89%
Jun 30, 2026	WEALTH ADVISORS NORTHWEST LLC	1.9%	382.29K	20.9M	101.4K	+36.10%
Jun 30, 2026	TWO WEST CAPITAL ADVISORS LLC	0.19%	36.03K	1.95M	5.33K	+17.38%
Jun 30, 2026	SIMPLICITY WEALTH,LLC	0.2%	37.73K	2.06M	6.15K	+19.46%
Jun 30, 2026	GEOWEALTH MANAGEMENT, LLC	0.2%	37.88K	2.07M	3.94K	+11.62%
Jun 30, 2026	MEREDITH WEALTH PLANNING	0.21%	39.41K	2.15M	-3.45K	-8.04%
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.22%	40.71K	2.23M	5.69K	+16.26%
Jun 30, 2026	SOWELL FINANCIAL SERVICES LLC	0.22%	42.04K	2.3M	2.23K	+5.59%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	45.95K	2.51M	-235	-0.51%
Jun 30, 2026	FUNDAMENTUM, LLC	0.26%	49.36K	2.7M	2.29K	+4.87%
Jun 30, 2026	JPMORGAN CHASE & CO	0.27%	49.94K	2.74M	24.12K	+93.43%
Jun 30, 2026	CITIGROUP INC	0.58%	116.01K	6.34M	50.45K	+76.97%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.6%	120.05K	6.56M	1.97K	+1.67%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.69%	137.49K	7.52M	-309	-0.22%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.43%	87.07K	4.76M	-4.91K	-5.33%
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	1.58%	316.13K	17.28M	0	0
Jun 30, 2026	AA FINANCIAL ADVISORS, LLC	1.6%	321.15K	17.56M	4.8K	+1.52%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	4.08%	819.83K	44.82M	162.98K	+24.81%
Jun 30, 2026	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	4.51%	905.65K	49.51M	62.93K	+7.47%
Jun 30, 2026	APELLA CAPITAL, LLC	0.82%	164.07K	8.92M	154.25K	+1,570.89%
Jun 30, 2026	TENCAP WEALTH COACHING, LLC	2.28%	458.25K	25.07M	17.81K	+4.04%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.31%	62.73K	3.43M	49.79K	+384.90%
Jun 30, 2026	TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	0.33%	66.71K	3.65M	12.89K	+23.94%
Jun 30, 2026	DRAVO BAY LLC	1.54%	309.51K	16.92M	42.3K	+15.83%
Jun 30, 2026	PARKWOODS WEALTH PARTNERS, LLC	0.31%	61.93K	3.39M	61.93K	+100.00%
Jun 30, 2026	VENTURE VISIONARY PARTNERS LLC	0.34%	68.1K	3.72M	68.1K	+100.00%
Jun 30, 2026	E-WEALTH PARTNERS, LLC	0.87%	174.7K	9.55M	16.83K	+10.66%
Jun 30, 2026	BETTERMENT LLC	0.88%	175.87K	9.62M	-683	-0.39%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.95%	189.81K	10.38M	90.28K	+90.71%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	1%	199.81K	10.92M	11.83K	+6.29%
Jun 30, 2026	OPTIMUS CAPITAL ADVISORS, LLC	0.56%	111.76K	6.11M	5.1K	+4.78%
Jun 30, 2026	BEACON HILL WEALTH MANAGEMENT LTD.	0.63%	126.29K	6.9M	126.29K	+100.00%
Jun 30, 2026	APS MANAGEMENT GROUP, INC.	0.69%	139.11K	7.61M	6.26K	+4.71%
Jun 30, 2026	SAGEOAK FINANCIAL, LLC	0.69%	139.12K	7.61M	7.86K	+5.98%
Jun 30, 2026	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.74%	148.32K	8.11M	7.3K	+5.18%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	1.53%	306.52K	16.76M	285.17K	+1,335.80%
Jun 30, 2026	DINUZZO PRIVATE WEALTH, INC.	1.61%	322.44K	17.63M	-2.98K	-0.91%
Jun 30, 2026	THREE ARCH WEALTH MANAGEMENT LLC	2.85%	571.5K	31.24M	11.93K	+2.13%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	4.93%	990.2K	54.13M	124.22K	+14.34%
Jun 30, 2026	INTEGRITY ADVISORY SOLUTIONS, LLC	6.69%	1.34M	73.39M	168.83K	+14.39%
Jun 30, 2026	ALLWORTH FINANCIAL LP	1.93%	386.63K	21.14M	111.2K	+40.38%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.94%	188.2K	10.29M	188.2K	+100.00%
Jun 30, 2026	IMA WEALTH, INC.	1.01%	201.88K	11.04M	201.88K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.16%	232.73K	12.72M	10.52K	+4.73%
Jun 30, 2026	MATTERN WEALTH MANAGEMENT LLC	1.37%	275.2K	15.04M	8.99K	+3.38%
Jun 30, 2026	RFG ADVISORY, LLC	1.42%	285.44K	15.61M	13.45K	+4.94%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	7.68%	1.54M	84.26M	0	0
Jun 30, 2026		0.54%	102.13K	5.58M	6.54K	+6.84%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.39%	77.81K	4.25M	9.62K	+14.10%
Jun 30, 2026	INDEX FUND ADVISORS, INC.	0.4%	80.31K	4.39M	18.81K	+30.59%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.95%	187.98K	10.18M	1.49K	+0.80%
Mar 31, 2026	TCFG WEALTH MANAGEMENT, LLC	0.25%	49.44K	2.68M	-271	-0.55%
Mar 31, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.28%	54.93K	2.97M	16.65K	+43.47%
Mar 31, 2026	INDEX FUND ADVISORS, INC.	0.31%	61.5K	3.33M	36.53K	+146.35%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.13%	222.21K	12.03M	11.72K	+5.57%
Mar 31, 2026	MATTERN WEALTH MANAGEMENT LLC	1.35%	266.2K	14.41M	18.34K	+7.40%
Mar 31, 2026	RFG ADVISORY, LLC	1.38%	271.99K	14.72M	11.74K	+4.51%
Mar 31, 2026		0.24%	46.66K	2.53M	4.58K	+10.87%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	1.57%	308.71K	16.71M	37.31K	+13.75%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	1.6%	316.13K	17.11M	316.13K	+100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	46.18K	2.5M	33.4K	+261.35%
Mar 31, 2026	AA FINANCIAL ADVISORS, LLC	1.6%	316.35K	17.13M	316.35K	+100.00%
Mar 31, 2026	DINUZZO PRIVATE WEALTH, INC.	1.65%	325.41K	17.62M	-3.89K	-1.18%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	3.33%	656.85K	35.56M	-71.35K	-9.80%
Mar 31, 2026	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	4.27%	842.72K	45.62M	57.47K	+7.32%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	4.39%	865.99K	46.88M	-41.22K	-4.54%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	7.81%	1.54M	83.43M	2.83K	+0.18%
Mar 31, 2026	GEOWEALTH MANAGEMENT, LLC	0.2%	33.94K	1.84M	17.2K	+102.74%
Mar 31, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.2%	34.29K	1.84M	6.36K	+22.79%
Mar 31, 2026	CERITY PARTNERS LLC	0.22%	42.93K	2.32M	42.93K	+100.00%
Mar 31, 2026	TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	0.27%	53.83K	2.91M	3.24K	+6.41%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.6%	118.08K	6.39M	8.01K	+7.28%
Mar 31, 2026	SAGEOAK FINANCIAL, LLC	0.67%	131.27K	7.11M	6.27K	+5.02%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.7%	137.8K	7.46M	10.91K	+8.60%
Mar 31, 2026	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.72%	141.02K	7.63M	12.16K	+9.44%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.86%	169.11K	9.15M	2.82K	+1.69%
Mar 31, 2026	BETTERMENT LLC	0.9%	176.55K	9.56M	12.58K	+7.67%
Mar 31, 2026	SOWELL FINANCIAL SERVICES LLC	0.2%	39.81K	2.16M	2.01K	+5.31%
Mar 31, 2026	MEREDITH WEALTH PLANNING	0.22%	42.85K	2.32M	-3.95K	-8.43%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.4%	79.07K	4.28M	6.06K	+8.29%
Mar 31, 2026	VIRTU FINANCIAL LLC	0.42%	82.61K	4.47M	82.61K	+100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.47%	91.98K	4.99M	56.47K	+159.05%
Mar 31, 2026	PORTER WHITE INVESTMENT ADVISORS, INC.	0.14%	24.29K	1.31M	1.7K	+7.51%
Mar 31, 2026	CYPRESS FINANCIAL PLANNING LLC	0.15%	24.76K	1.34M	947	+3.98%
Mar 31, 2026	JPMORGAN CHASE & CO	0.15%	25.82K	1.39M	19.29K	+295.71%
Mar 31, 2026	TWO WEST CAPITAL ADVISORS LLC	0.18%	30.7K	1.67M	2.36K	+8.31%
Mar 31, 2026	PFG ADVISORS	0.18%	30.92K	1.67M	3.39K	+12.31%
Mar 31, 2026	SIMPLICITY WEALTH,LLC	0.19%	31.59K	1.71M	2.14K	+7.25%
Mar 31, 2026	FUNDAMENTUM, LLC	0.24%	47.07K	2.55M	143	+0.30%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.35%	68.19K	3.69M	5.71K	+9.13%
Mar 31, 2026	ALLWORTH FINANCIAL LP	1.4%	275.42K	14.91M	150.46K	+120.40%
Mar 31, 2026	WEALTH ADVISORS NORTHWEST LLC	1.42%	280.89K	15.21M	56.43K	+25.14%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.25%	48.47K	2.62M	5.07K	+11.69%
Mar 31, 2026	CITIGROUP INC	0.33%	65.55K	3.55M	38.45K	+141.86%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.5%	99.53K	5.39M	99.53K	+100.00%
Mar 31, 2026	VANTAGE POINT FINANCIAL LLC	0.51%	100.85K	5.46M	5.1K	+5.32%
Mar 31, 2026	LPL FINANCIAL LLC	0.26%	51.05K	2.76M	7.8K	+18.04%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.21%	34.7K	1.88M	-4.23K	-10.88%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.21%	35.02K	1.9M	4.7K	+15.49%
Mar 31, 2026	DRAVO BAY LLC	1.35%	267.21K	14.47M	26K	+10.78%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.18%	27.93K	1.52M	3.97K	+16.57%
Dec 31, 2025	MEREDITH WEALTH PLANNING	0.31%	46.8K	2.54M	-2.92K	-5.87%
Dec 31, 2025	LPL FINANCIAL LLC	0.28%	43.25K	2.35M	17.15K	+65.74%
Dec 31, 2025	AUSTIN PRIVATE WEALTH, LLC	0.28%	41.62K	2.26M	5.93K	+16.62%
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.25%	37.8K	2.05M	4.55K	+13.67%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.25%	38.93K	2.11M	-180	-0.46%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.25%	38.29K	2.08M	14.05K	+57.96%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	9.85%	1.54M	83.44M	92.34K	+6.39%
Dec 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	5.03%	785.25K	42.59M	201.8K	+34.59%
Dec 31, 2025	SIMPLICITY WEALTH,LLC	0.2%	29.45K	1.6M	-23.15K	-44.02%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.19%	30.32K	1.64M	-14.35K	-32.12%
Dec 31, 2025	PORTER WHITE INVESTMENT ADVISORS, INC.	0.15%	22.59K	1.23M	3.6K	+18.94%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.14%	21.2K	1.15B	2.85K	+15.55%
Dec 31, 2025	MASTER'S WEALTH MANAGEMENT INC.	0.13%	19.6K	1.06M	-61.04K	-75.70%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.13%	19.81K	1.07B	-999	-4.80%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.13%	19.7K	1.07M	19.7K	+100.00%
Dec 31, 2025	DANER WEALTH MANAGEMENT, LLC	0.11%	17.09K	937.33K	-2.44K	-12.50%
Dec 31, 2025	FIRETHORN WEALTH PARTNERS, LLC	0.09%	14.26K	773.65K	700	+5.16%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	5.83%	907.21K	49.21M	99.3K	+12.29%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	4.68%	728.19K	39.5M	54.88K	+8.15%
Dec 31, 2025	WEALTH ADVISORS NORTHWEST LLC	1.49%	224.46K	12.17M	29.62K	+15.20%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.35%	210.49K	11.42M	2.29K	+1.10%
Dec 31, 2025	BETTERMENT LLC	1.05%	163.97K	8.89M	19.68K	+13.64%
Dec 31, 2025	TCFG WEALTH MANAGEMENT, LLC	0.32%	49.71K	2.7M	-13.38K	-21.20%
Dec 31, 2025	FUNDAMENTUM, LLC	0.31%	46.93K	2.55M	-252	-0.53%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.23%	35.51K	1.93M	5.37K	+17.82%
Dec 31, 2025	TWO WEST CAPITAL ADVISORS LLC	0.19%	28.34K	1.54M	4.08K	+16.79%
Dec 31, 2025	CITIGROUP INC	0.17%	27.1K	1.47M	3.56K	+15.14%
Dec 31, 2025	TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	0.34%	50.59K	2.74M	-5.51K	-9.83%
Dec 31, 2025	INDEX FUND ADVISORS, INC.	0.17%	24.96K	1.35M	20.46K	+454.39%
Dec 31, 2025	VANTAGE POINT FINANCIAL LLC	0.64%	95.75K	5.19M	5.55K	+6.15%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.47%	73.02K	3.96M	7.6K	+11.61%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.42%	62.49K	3.39M	-1.15K	-1.81%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.35%	52.62K	2.85M	52.62K	+100.00%
Dec 31, 2025	PFG ADVISORS	0.18%	27.54K	1.49M	27.54K	+100.00%
Dec 31, 2025	DINUZZO PRIVATE WEALTH, INC.	2.19%	329.3K	17.86M	1.97K	+0.60%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	1.74%	271.4K	14.72M	90.64K	+50.14%
Dec 31, 2025	RFG ADVISORY, LLC	1.73%	260.25K	14.12M	12.35K	+4.98%
Dec 31, 2025	MATTERN WEALTH MANAGEMENT LLC	1.65%	247.86K	13.44M	14.67K	+6.29%
Dec 31, 2025	DRAVO BAY LLC	1.6%	241.21K	13.08M	24.01K	+11.05%
Dec 31, 2025	CYPRESS FINANCIAL PLANNING LLC	0.16%	23.81K	1.29M	23.81K	+100.00%
Dec 31, 2025		0.27%	42.08K	2.28M	42.08K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	43.4K	2.35M	7.52K	+20.95%
Dec 31, 2025	JANE STREET GROUP, LLC	0.17%	26.17K	1.42M	26.17K	+100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	1.2%	186.5K	10.12M	-51.65K	-21.69%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.07%	166.29K	9.02M	6.66K	+4.17%
Dec 31, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.86%	128.86K	6.99M	-19.27K	-13.01%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.84%	126.89K	6.88M	126.89K	+100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.83%	124.97K	6.78M	65.94K	+111.70%
Dec 31, 2025	SAGEOAK FINANCIAL, LLC	0.8%	125K	6.78M	4.9K	+4.08%
Dec 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.72%	112.52K	6.1M	30.45K	+37.10%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.71%	110.07K	5.97M	-95	-0.09%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.54%	70.81K	3.93M	11.72K	+19.84%
Sep 30, 2025	MASTER'S WEALTH MANAGEMENT INC.	0.61%	80.63K	4.47M	2.37K	+3.02%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	9.66K	535K	-75	-0.77%
Sep 30, 2025	SAVVY ADVISORS, INC.	0.07%	9.66K	535.81K	43	+0.45%
Sep 30, 2025	FIRETHORN WEALTH PARTNERS, LLC	0.1%	13.56K	752.12M	13.56K	+100.00%
Sep 30, 2025	CITIGROUP INC	0.18%	23.54K	1.31M	-154	-0.65%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.5%	65.42K	3.63M	-982	-1.48%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.58%	208.19K	11.54M	364	+0.18%
Sep 30, 2025	WEALTH ADVISORS NORTHWEST LLC	1.48%	194.84K	10.8M	30.65K	+18.67%
Sep 30, 2025	WERBA RUBIN PAPIER WEALTH MANAGEMENT	0.08%	9.98K	553.39K	9.98K	+100.00%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	11.01%	1.45M	80.18M	-1.3M	-47.25%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.45%	59.03K	3.27M	59.03K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	35.88K	1.99M	23.1K	+180.88%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.22%	159.63K	8.85M	159.63K	+100.00%
Sep 30, 2025	MATTERN WEALTH MANAGEMENT LLC	1.77%	233.19K	12.93M	13.47K	+6.13%
Sep 30, 2025	DINUZZO PRIVATE WEALTH, INC.	2.49%	327.33K	17.91M	1.05K	+0.32%
Sep 30, 2025	RFG ADVISORY, LLC	1.89%	247.9K	13.75M	1.34K	+0.54%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	1.38%	180.77K	10.02M	1.48K	+0.82%
Sep 30, 2025	ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC	0.12%	15.64K	867.4K	15.64K	+100.00%
Sep 30, 2025	GEOWEALTH MANAGEMENT, LLC	0.12%	15.67K	869K	6.23K	+65.91%
Sep 30, 2025	TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	0.43%	56.1K	3.11M	-3.41K	-5.73%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.48%	63.64K	3.53M	-1.13K	-1.74%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	1.81%	238.15K	13.21M	-31.4K	-11.65%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	5.12%	673.32K	37.34M	81.17K	+13.71%
Sep 30, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	4.44%	583.45K	32.35M	61K	+11.68%
Sep 30, 2025	DRAVO BAY LLC	1.65%	217.2K	12.04M	22.49K	+11.55%
Sep 30, 2025	AUSTIN PRIVATE WEALTH, LLC	0.27%	35.69K	1.98M	3.45K	+10.70%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.25%	33.26K	1.84M	7.15K	+27.39%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.23%	30.13K	1.67M	2.57K	+9.31%
Sep 30, 2025	LPL FINANCIAL LLC	0.2%	26.09K	1.45M	3.39K	+14.92%
Sep 30, 2025	TWO WEST CAPITAL ADVISORS LLC	0.18%	24.27K	1.35M	3.21K	+15.26%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.18%	24.24K	1.34M	24.24K	+100.00%
Sep 30, 2025	BETTERMENT LLC	1.1%	144.3K	8M	9.01K	+6.66%
Sep 30, 2025	MACH-1 FINANCIAL GROUP, LLC	6.59%	865.51K	47.99M	865.51K	+100.00%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.1%	12.82K	710.92K	12.82K	+100.00%
Sep 30, 2025		0.92%	120.81K	6.7M	120.81K	+100.00%
Sep 30, 2025	SAGEOAK FINANCIAL, LLC	0.91%	120.09K	6.66M	6.85K	+6.05%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.84%	110.17K	6.11M	34.6K	+45.79%
Sep 30, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	1.13%	148.14K	8.21M	4.83K	+3.37%
Sep 30, 2025	VANTAGE POINT FINANCIAL LLC	0.69%	90.2K	5M	8.2K	+10.00%
Sep 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.62%	82.08K	4.55M	38.51K	+88.41%
Sep 30, 2025	DANER WEALTH MANAGEMENT, LLC	0.15%	19.53K	1.09M	-321	-1.62%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.16%	20.81K	1.15M	4.38K	+26.67%
Sep 30, 2025	COPPERLEAF CAPITAL, LLC	0.18%	23.69K	1.31M	5.46K	+29.96%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.18%	23.96K	1.33M	1.06K	+4.61%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.34%	44.67K	2.48M	6.65K	+17.49%
Sep 30, 2025	TCFG WEALTH MANAGEMENT, LLC	0.48%	63.09K	3.5M	52.04K	+470.91%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	6.15%	807.9K	44.8M	31.1K	+4.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.06%	7.98K	442.44K	5.6K	+234.83%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.07%	8.58K	475.6K	227	+2.72%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.3%	39.11K	2.17M	8.29K	+26.90%
Sep 30, 2025	TRIAD WEALTH PARTNERS, LLC	0.07%	8.84K	490.01K	8.84K	+100.00%
Sep 30, 2025	RCS FINANCIAL PLANNING, LLC	0.1%	12.53K	694.52K	581	+4.86%
Sep 30, 2025	ASPIRE PRIVATE CAPITAL, LLC	0.09%	11.57K	627.38K	0	0
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.08%	10.33K	572.63K	-1.4K	-11.95%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.14%	18.35K	1.02M	2.92K	+18.89%
Sep 30, 2025	PORTER WHITE INVESTMENT ADVISORS, INC.	0.14%	19K	1.05M	9.73K	+104.93%
Sep 30, 2025	FUNDAMENTUM, LLC	0.36%	47.18K	2.62M	28.75K	+155.97%
Sep 30, 2025	MEREDITH WEALTH PLANNING	0.38%	49.71K	2.76M	10.99K	+28.39%
Sep 30, 2025	SIMPLICITY WEALTH,LLC	0.4%	52.6K	2.92M	52.6K	+100.00%
Jun 30, 2025	SIMPLICITY WEALTH,LLC	0%	0	-	-51.97K	-100.00%
Jun 30, 2025	WEALTH ADVISORS NORTHWEST LLC	1.36%	164.19K	8.9M	53.41K	+48.22%
Jun 30, 2025	SAVVY ADVISORS, INC.	0.08%	9.62K	521.69K	174	+1.84%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	9.73K	528K	705	+7.81%
Jun 30, 2025	TCFG WEALTH MANAGEMENT, LLC	0.09%	11.05K	599.24K	-443	-3.85%
Jun 30, 2025	ASPIRE PRIVATE CAPITAL, LLC	0.1%	11.57K	627.38K	0	0
Jun 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.1%	11.73K	636.06K	7.94K	+209.55%
Jun 30, 2025	RCS FINANCIAL PLANNING, LLC	0.1%	11.94K	647.71K	-603	-4.81%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.07%	8.35K	452.82K	728	+9.55%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.13%	15.43K	836.93K	15.43K	+100.00%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.19%	22.9K	1.24M	819	+3.71%
Jun 30, 2025	CITIGROUP INC	0.2%	23.7K	1.28M	-1.81K	-7.08%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.21%	25.31K	1.37M	25.31K	+100.00%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.22%	26.11K	1.42M	1.31K	+5.30%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.23%	27.57K	1.5M	4.22K	+18.07%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.26%	30.82K	1.67M	781	+2.60%
Jun 30, 2025	AUSTIN PRIVATE WEALTH, LLC	0.27%	32.24K	1.75M	6.01K	+22.89%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.32%	38.02K	2.06M	19.87K	+109.42%
Jun 30, 2025	MEREDITH WEALTH PLANNING	0.32%	38.72K	2.1M	3.99K	+11.48%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.54%	64.76K	3.51M	2.75K	+4.43%
Jun 30, 2025	BETTERMENT LLC	1.12%	135.29K	7.34M	14.49K	+11.99%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.72%	207.83K	11.27M	-82.54K	-28.42%
Jun 30, 2025	MATTERN WEALTH MANAGEMENT LLC	1.82%	219.72K	11.92M	30.95K	+16.40%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.03%	3.94K	213.78K	0	0
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.04%	4.26K	231.17K	50	+1.19%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.04%	5.39K	292.52K	-110	-2.00%
Jun 30, 2025	ABEL HALL, LLC	0.05%	6.42K	347.95K	-13	-0.20%
Jun 30, 2025	CLARITY CAPITAL ADVISORS, LLC	0.05%	6.43K	348.85K	0	0
Jun 30, 2025	USADVISORS WEALTH MANAGEMENT, LLC	0.05%	6.59K	357K	-553	-7.74%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.06%	7.69K	416.81K	7.69K	+100.00%
Jun 30, 2025	TWO WEST CAPITAL ADVISORS LLC	0.17%	21.05K	1.14M	-1.71K	-7.53%
Jun 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.36%	43.56K	2.36M	24.37K	+126.96%
Jun 30, 2025	CITADEL ADVISORS LLC	0.08%	10.23K	554.94M	-1.17K	-10.24%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.49%	59.09K	3.21M	32.39K	+121.33%
Jun 30, 2025	TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	0.49%	59.51K	3.23M	-77.56K	-56.59%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	6.44%	776.81K	42.13M	79.42K	+11.39%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	22.73%	2.74M	148.66M	1.52M	+124.95%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	1.49%	179.29K	9.72M	20.78K	+13.11%
Jun 30, 2025	DRAVO BAY LLC	1.61%	194.71K	10.74M	2.49K	+1.30%
Jun 30, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	1.19%	143.3K	7.77M	2.64K	+1.88%
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-17.79K	-100.00%
Jun 30, 2025	VIRTU FINANCIAL LLC	0%	0	-	-40.81K	-100.00%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0%	0	-	-4.05K	-100.00%
Jun 30, 2025	ASSETMARK, INC	0%	155	8.41K	-11	-6.63%
Jun 30, 2025	ELEVATE WEALTH ADVISORY, INC	0.01%	946	51.3K	0	0
Jun 30, 2025	SKOPOS LABS, INC.	0.01%	1.66K	89.75K	1.66K	+100.00%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.02%	1.87K	101.09K	1.87K	+100.00%
Jun 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.02%	2.56K	138.67K	2.56K	+100.00%
Jun 30, 2025	CONCORD WEALTH PARTNERS	0.03%	3.2K	173.45K	1.88K	+142.09%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	2.24%	269.54K	14.62M	-67.64K	-20.06%
Jun 30, 2025	DINUZZO PRIVATE WEALTH, INC.	2.71%	326.28K	17.69M	-2.99K	-0.91%
Jun 30, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	4.33%	522.45K	28.33M	47.37K	+9.97%
Jun 30, 2025	SAGEOAK FINANCIAL, LLC	0.94%	113.24K	6.14M	9.98K	+9.66%
Jun 30, 2025	VANTAGE POINT FINANCIAL LLC	0.68%	82K	4.45M	320	+0.39%
Jun 30, 2025	MASTER'S WEALTH MANAGEMENT INC.	0.65%	78.27K	4.24M	1.54K	+2.01%
Jun 30, 2025	DANER WEALTH MANAGEMENT, LLC	0.16%	19.85K	1.08M	19.85K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	12.77K	692.94K	9.04K	+242.44%
Jun 30, 2025	PORTER WHITE INVESTMENT ADVISORS, INC.	0.08%	9.27K	502.66K	3.44K	+58.99%
Jun 30, 2025	STRATEGIC INVESTMENT SOLUTIONS, INC. /IL	0.08%	9.56K	518.5K	-4.03K	-29.63%
Jun 30, 2025	GEOWEALTH MANAGEMENT, LLC	0.08%	9.45K	512.26K	-9.33K	-49.70%
Jun 30, 2025	HERSHEY FINANCIAL ADVISERS, LLC	0.08%	9.11K	494.09K	9.11K	+100.00%
Jun 30, 2025	SEI INVESTMENTS CO	0.07%	8.99K	487.68K	8.99K	+100.00%
Jun 30, 2025		0.08%	9.27K	502.66K	3.44K	+58.99%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	4.91%	592.14K	32.11M	79.77K	+15.57%
Jun 30, 2025	RFG ADVISORY, LLC	2.04%	246.56K	13.37M	-10.42K	-4.06%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.63%	75.57K	4.1M	3.07K	+4.23%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.55%	66.4K	3.6M	3.48K	+5.53%
Jun 30, 2025	LPL FINANCIAL LLC	0.19%	22.71K	1.23M	16.57K	+270.29%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.16%	19.87K	1.08M	521	+2.69%
Jun 30, 2025	FUNDAMENTUM, LLC	0.15%	18.43K	999.6K	18.43K	+100.00%
Jun 30, 2025	COPPERLEAF CAPITAL, LLC	0.15%	18.23K	988.68K	80	+0.44%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.14%	16.43K	890.72K	1.33K	+8.82%
Mar 31, 2025	RCS FINANCIAL PLANNING, LLC	0.12%	12.55K	667.14K	-4K	-24.16%
Mar 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.23%	24.79K	1.32M	657	+2.72%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.22%	23.35K	1.24M	7.98K	+51.91%
Mar 31, 2025	TWO WEST CAPITAL ADVISORS LLC	0.21%	22.77K	1.18M	10.82K	+90.50%
Mar 31, 2025	CITADEL ADVISORS LLC	0.11%	11.4K	606.19K	11.4K	+100.00%
Mar 31, 2025	SAVVY ADVISORS, INC.	0.09%	9.45K	502.24K	2.78K	+41.60%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	9.03K	480K	424	+4.93%
Mar 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.07%	7.62K	404.5K	435	+6.05%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.38%	40.81K	2.17M	40.81K	+100.00%
Mar 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.21%	22.08K	1.17M	1.42K	+6.88%
Mar 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.18%	19.19K	1.02M	12.33K	+179.71%
Mar 31, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	1.32%	140.67K	7.49M	7.83K	+5.89%
Mar 31, 2025	TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	1.28%	137.07K	7.29M	42.59K	+45.07%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.59%	62.92K	3.35M	-1.5K	-2.33%
Mar 31, 2025	RFG ADVISORY, LLC	2.41%	256.98K	13.66M	250.36K	+3,779.54%
Mar 31, 2025	MATTERN WEALTH MANAGEMENT LLC	1.77%	188.77K	10.04M	14.69K	+8.44%
Mar 31, 2025		0.11%	11.51K	611.83K	371	+3.33%
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.18%	19.35K	1.03M	19.35K	+100.00%
Mar 31, 2025	AUSTIN PRIVATE WEALTH, LLC	0.25%	26.23K	1.39M	26.23K	+100.00%
Mar 31, 2025	BETTERMENT LLC	1.13%	120.8K	6.42M	27.99K	+30.16%
Mar 31, 2025	TCFG WEALTH MANAGEMENT, LLC	0.11%	11.49K	611.08K	-41.02K	-78.11%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	1.48%	158.51K	8.43M	12.8K	+8.78%
Mar 31, 2025	MEREDITH WEALTH PLANNING	0.33%	34.73K	1.85M	2.12K	+6.50%
Mar 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.28%	30.04K	1.6M	4.72K	+18.66%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.58%	62.01K	3.3M	11.6K	+23.00%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.25%	26.7K	1.42M	8.55K	+47.15%
Mar 31, 2025	GEOWEALTH MANAGEMENT, LLC	0.18%	18.78K	998.5K	7.18K	+61.85%
Mar 31, 2025	COPPERLEAF CAPITAL, LLC	0.17%	18.15K	965.1K	269	+1.50%
Mar 31, 2025	JANE STREET GROUP, LLC	0.17%	17.79K	945.89K	-14.14K	-44.29%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.14%	15.09K	802.55K	2.59K	+20.68%
Mar 31, 2025	FIRETHORN WEALTH PARTNERS, LLC	0.14%	14.47K	769.15K	-66	-0.45%
Mar 31, 2025	STRATEGIC INVESTMENT SOLUTIONS, INC. /IL	0.13%	13.59K	722.59K	-18.95K	-58.24%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.17%	18.16K	965.79K	18.16K	+100.00%
Mar 31, 2025	SIMPLICITY WEALTH,LLC	0.49%	51.97K	2.76M	51.97K	+100.00%
Mar 31, 2025	ASPIRE PRIVATE CAPITAL, LLC	0.11%	11.57K	615.12K	-1.21K	-9.44%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.68%	72.5K	3.85M	-169	-0.23%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.59%	62.92K	3.35M	-1.5K	-2.33%
Mar 31, 2025	CITIGROUP INC	0.24%	25.5K	1.36M	1.23K	+5.08%
Mar 31, 2025	DRAVO BAY LLC	1.8%	192.21K	10.22M	-7.89K	-3.94%
Mar 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	4.45%	475.08K	25.26M	475.08K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	4.8%	512.37K	27.24M	100.84K	+24.50%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	6.53%	697.39K	37.08M	-116.7K	-14.33%
Mar 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	11.41%	1.22M	64.79M	-14.25K	-1.16%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.72%	290.37K	15.44M	3.07K	+1.07%
Mar 31, 2025	DINUZZO PRIVATE WEALTH, INC.	3.08%	329.27K	17.51M	214	+0.07%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	3.16%	337.18K	17.93M	-388.08K	-53.51%

Frequently Asked Questions