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About N/A of shares are held by financial institutions. PINNACLE WEALTH PLANNING SERVICES, INC. is the top corporate investor, holding 16.15K shares valued at $809.69K. A 0.2% stake in FT Cboe Vest U.S. Equity Deep Buffer ETF - July is owned by the company. GADDIS PREMIER WEALTH ADVISORS LLC owns 17.68K shares valued at $886.76K, which translates its holding of 0.22% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | PINNACLE WEALTH PLANNING SERVICES, INC. | 0.2% | 16.15K | 809.69K | -2.49K | -13.35% |
| Jun 30, 2026 | GADDIS PREMIER WEALTH ADVISORS LLC | 0.22% | 17.68K | 886.76K | -880 | -4.74% |
| Jun 30, 2026 | HARBOUR INVESTMENTS, INC. | 0.46% | 37K | 1.86M | 1.21K | +3.39% |
| Jun 30, 2026 | SMART WEALTH LLC | 0.45% | 36.05K | 1.81M | 5.9K | +19.58% |
| Jun 30, 2026 | HIGHTOWER ADVISORS, LLC | 0.22% | 17.55K | 880.15K | 0 | 0 |
| Jun 30, 2026 | JPMORGAN CHASE & CO | 0.22% | 17.3K | 866.52K | 17.3K | +100.00% |
| Jun 30, 2026 | RAYMOND JAMES FINANCIAL INC | 2.98% | 237.54K | 11.91M | -3.23K | -1.34% |
| Jun 30, 2026 | SAGESPRING WEALTH PARTNERS, LLC | 0.25% | 19.54K | 979.88K | -13 | -0.07% |
| Jun 30, 2026 | FALCON WEALTH PLANNING | 0.26% | 20.37K | 1.02M | 0 | 0 |
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 1.69% | 134.56K | 6.75M | -12.56K | -8.54% |
| Jun 30, 2026 | WINNOW WEALTH LLC | 1.31% | 104.45K | 5.24M | -3.52K | -3.26% |
| Jun 30, 2026 | LPL FINANCIAL LLC | 1.13% | 89.77K | 4.5M | 16.11K | +21.87% |
| Jun 30, 2026 | FOGUTH WEALTH MANAGEMENT, LLC. | 1.08% | 86.16K | 4.33M | -1.48K | -1.69% |
| Jun 30, 2026 | CETERA INVESTMENT ADVISERS | 1.06% | 84.67K | 4.25M | -9.62K | -10.20% |
| Jun 30, 2026 | KESTRA ADVISORY SERVICES, LLC | 1.03% | 82.02K | 4.11M | -43.29K | -34.55% |
| Jun 30, 2026 | FOUNDERS FINANCIAL SECURITIES LLC | 0.97% | 77.47K | 3.88M | -60.22K | -43.73% |
| Jun 30, 2026 | LIFEWEALTH INVESTMENTS, LLC | 0.92% | 73.13K | 3.67M | -387 | -0.53% |
| Jun 30, 2026 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.19% | 15.35K | 769.78K | 0 | 0 |
| Jun 30, 2026 | TANGLEWOOD LEGACY ADVISORS, LLC | 0.16% | 13.05K | 654.29K | 0 | 0 |
| Jun 30, 2026 | NEWEDGE ADVISORS, LLC | 0.15% | 12.34K | 618.84K | -235 | -1.87% |
| Jun 30, 2026 | RFG ADVISORY, LLC | 0.15% | 12.24K | 613.93K | 976 | +8.66% |
| Jun 30, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.88% | 69.86K | 3.5M | -4.41K | -5.93% |
| Jun 30, 2026 | COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. | 0.74% | 58.64K | 2.94M | -714 | -1.20% |
| Jun 30, 2026 | WOOD TARVER FINANCIAL GROUP, LLC | 0.67% | 53.58K | 2.69M | -91 | -0.17% |
| Jun 30, 2026 | NOVA WEALTH MANAGEMENT, INC. | 0.66% | 53K | 2.66M | -3.39K | -6.01% |
| Jun 30, 2026 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 7.4% | 589.88K | 29.58M | -29.36K | -4.74% |
| Jun 30, 2026 | ENVESTNET ASSET MANAGEMENT INC | 3.44% | 273.96K | 13.74M | 57.03K | +26.29% |
| Jun 30, 2026 | SNS FINANCIAL GROUP, LLC | 2.55% | 203.61K | 10.21M | 203.61K | +100.00% |
| Jun 30, 2026 | COMMONWEALTH FINANCIAL SERVICES, LLC | 1.81% | 144.63K | 7.25M | -5.85K | -3.89% |
| Jun 30, 2026 | IGNITE PLANNERS, LLC | 1.77% | 141.11K | 7.08M | -1.5K | -1.05% |
| Jun 30, 2026 | DECKER WEALTH MANAGEMENT LLC | 2.06% | 163.97K | 8.22M | -39.38K | -19.37% |
| Jun 30, 2026 | TRUIST FINANCIAL CORP | 1.68% | 133.98K | 6.72M | -6.48K | -4.61% |
| Jun 30, 2026 | CREATIVEONE WEALTH, LLC | 0.21% | 16.58K | 831.46K | -719 | -4.16% |
| Jun 30, 2026 | SPIRE WEALTH MANAGEMENT | 0.36% | 29.04K | 1.46M | -7.93K | -21.44% |
| Jun 30, 2026 | KOVACK ADVISORS, INC. | 0.35% | 27.62K | 1.39M | 446 | +1.64% |
| Jun 30, 2026 | MML INVESTORS SERVICES, LLC | 0.29% | 23.4K | 1.17M | 3.59K | +18.10% |
| Jun 30, 2026 | INTEGRITY FINANCIAL CORP /WA | 0.2% | 16.14K | 809.49K | -48 | -0.30% |
| Jun 30, 2026 | STONEX GROUP INC. | 0.19% | 14.89K | 746.18K | -1.11K | -6.96% |
| Jun 30, 2026 | BUCK WEALTH STRATEGIES, LLC | 0.14% | 11.52K | 577.42K | -940 | -7.55% |
| Jun 30, 2026 | JANNEY MONTGOMERY SCOTT LLC | 0.14% | 11.36K | 569K | 0 | 0 |
| Jun 30, 2026 | AMERITAS ADVISORY SERVICES, LLC | 0.47% | 37.26K | 1.87M | 22.35K | +149.84% |
| Jun 30, 2026 | MISSION FINANCIAL GROUP, LLC | 0.32% | 25.68K | 1.29M | 25.68K | +100.00% |
| Jun 30, 2026 | CLARO ADVISORS LLC | 0.22% | 17.21K | 862.85K | -876 | -4.84% |
| Jun 30, 2026 | IFP ADVISORS, INC | 0.21% | 17.12K | 858.28K | -366 | -2.09% |
| Jun 30, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.44% | 34.77K | 1.74M | -1.16K | -3.23% |
| Jun 30, 2026 | 0.22% | 17.68K | 886.76K | -880 | -4.74% | |
| Jun 30, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.31% | 24.71K | 1.24M | 2.53K | +11.40% |
| Jun 30, 2026 | SMART MONEY GROUP LLC | 0.13% | 10.75K | 539.21K | 0 | 0 |
| Jun 30, 2026 | FARTHER FINANCE ADVISORS, LLC | 0.13% | 10.44K | 523.44K | 3.35K | +47.19% |
| Jun 30, 2026 | EVOLUTION WEALTH MANAGEMENT INC. | 0.13% | 10.38K | 520.36K | -225 | -2.12% |
| Jun 30, 2026 | RITTER DANIHER FINANCIAL ADVISORY LLC / DE | 1.28% | 101.81K | 5.11M | -7.69K | -7.02% |
| Jun 30, 2026 | REAP FINANCIAL GROUP, LLC | 1.21% | 96.49K | 4.84M | -10.72K | -10.00% |
| Jun 30, 2026 | HARTFORD FINANCIAL MANAGEMENT INC. | 0.29% | 23.33K | 1.17M | -509 | -2.13% |
| Jun 30, 2026 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.29% | 22.95K | 1.15M | 429 | +1.90% |
| Jun 30, 2026 | C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS | 0.28% | 22.58K | 1.13M | 0 | 0 |
| Jun 30, 2026 | FERGUSON SHAPIRO LLC | 0.26% | 20.74K | 1.04M | -3.4K | -14.09% |
| Mar 31, 2026 | LPL FINANCIAL LLC | 0.91% | 73.66K | 3.44M | -2.63K | -3.44% |
| Mar 31, 2026 | FOGUTH WEALTH MANAGEMENT, LLC. | 1.09% | 87.64K | 4.37M | -26.21K | -23.02% |
| Mar 31, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.28% | 22.18K | 1.04M | 22.18K | +100.00% |
| Mar 31, 2026 | FALCON WEALTH PLANNING | 0.25% | 20.37K | 952.23K | -6 | -0.03% |
| Mar 31, 2026 | MML INVESTORS SERVICES, LLC | 0.25% | 19.81K | 926.01K | 3.3K | +19.99% |
| Mar 31, 2026 | SAGESPRING WEALTH PARTNERS, LLC | 0.24% | 19.55K | 913.95K | -14 | -0.07% |
| Mar 31, 2026 | PINNACLE WEALTH PLANNING SERVICES, INC. | 0.23% | 18.64K | 871K | -1K | -5.09% |
| Mar 31, 2026 | 0.23% | 18.56K | 867.68K | -52 | -0.28% | |
| Mar 31, 2026 | AMERITAS ADVISORY SERVICES, LLC | 0.19% | 14.91K | 697.08K | -1.26K | -7.80% |
| Mar 31, 2026 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.28% | 22.52K | 1.05M | -451 | -1.96% |
| Mar 31, 2026 | C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS | 0.28% | 22.58K | 1.06M | 7.48K | +49.56% |
| Mar 31, 2026 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 7.69% | 619.24K | 28.94M | -16.48K | -2.59% |
| Mar 31, 2026 | JANNEY MONTGOMERY SCOTT LLC | 0.14% | 11.36K | 531K | -2.37K | -17.27% |
| Mar 31, 2026 | MARINER, LLC | 0.15% | 11.6K | 542.09K | -3.82K | -24.79% |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 2.99% | 240.77K | 11.25M | -471 | -0.20% |
| Mar 31, 2026 | EVERSOURCE WEALTH ADVISORS, LLC | 3.47% | 274.47K | 14.05M | 274.47K | +100.00% |
| Mar 31, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.45% | 35.93K | 1.68M | -2.18K | -5.71% |
| Mar 31, 2026 | IGNITE PLANNERS, LLC | 1.77% | 142.61K | 6.67M | -250 | -0.17% |
| Mar 31, 2026 | IFP ADVISORS, INC | 0.22% | 17.48K | 817.11K | -148 | -0.84% |
| Mar 31, 2026 | HIGHTOWER ADVISORS, LLC | 0.22% | 17.55K | 820.38K | 0 | 0 |
| Mar 31, 2026 | CLARO ADVISORS LLC | 0.22% | 18.08K | 845.2K | -175 | -0.96% |
| Mar 31, 2026 | SUNBELT SECURITIES, INC. | 0.29% | 23.28K | 1.09M | -2.05K | -8.08% |
| Mar 31, 2026 | FERGUSON SHAPIRO LLC | 0.3% | 24.14K | 1.13M | 0 | 0 |
| Mar 31, 2026 | CREATIVEONE WEALTH, LLC | 0.21% | 17.3K | 808.6K | 0 | 0 |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 1.83% | 147.12K | 6.88M | -5.62K | -3.68% |
| Mar 31, 2026 | HOLISTIC PLANNING, LLC | 0.12% | 9.58K | 447.72K | -590 | -5.80% |
| Mar 31, 2026 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.13% | 10.04K | 472.41K | -1.75K | -14.84% |
| Mar 31, 2026 | EVOLUTION WEALTH MANAGEMENT INC. | 0.13% | 10.6K | 495.54K | -684 | -6.06% |
| Mar 31, 2026 | SMART MONEY GROUP LLC | 0.14% | 10.75K | 502.6K | -1.89K | -14.96% |
| Mar 31, 2026 | RFG ADVISORY, LLC | 0.14% | 11.27K | 526.62K | 245 | +2.22% |
| Mar 31, 2026 | HARTFORD FINANCIAL MANAGEMENT INC. | 0.3% | 23.84K | 1.11M | -3.39K | -12.45% |
| Mar 31, 2026 | KOVACK ADVISORS, INC. | 0.34% | 27.17K | 1.28M | 0 | 0 |
| Mar 31, 2026 | SMART WEALTH LLC | 0.37% | 30.15K | 1.41M | 2.74K | +9.99% |
| Mar 31, 2026 | HARBOUR INVESTMENTS, INC. | 0.44% | 35.78K | 1.67M | 8.55K | +31.41% |
| Mar 31, 2026 | FOUNDERS FINANCIAL SECURITIES LLC | 1.71% | 137.69K | 6.62M | 22.47K | +19.51% |
| Mar 31, 2026 | TRUIST FINANCIAL CORP | 1.74% | 140.46K | 6.57M | -1.26K | -0.89% |
| Mar 31, 2026 | MUTUAL ADVISORS, LLC | 0.15% | 12.16K | 568.5K | 0 | 0 |
| Mar 31, 2026 | BUCK WEALTH STRATEGIES, LLC | 0.15% | 12.46K | 582.15K | 0 | 0 |
| Mar 31, 2026 | NEWEDGE ADVISORS, LLC | 0.16% | 12.58K | 587.8K | -2.17K | -14.71% |
| Mar 31, 2026 | TANGLEWOOD LEGACY ADVISORS, LLC | 0.16% | 13.05K | 609.86K | 0 | 0 |
| Mar 31, 2026 | WOOD TARVER FINANCIAL GROUP, LLC | 0.67% | 53.67K | 2.51M | -5.48K | -9.26% |
| Mar 31, 2026 | NOVA WEALTH MANAGEMENT, INC. | 0.7% | 56.39K | 2.64M | -5.89K | -9.46% |
| Mar 31, 2026 | COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. | 0.74% | 59.35K | 2.77M | -707 | -1.18% |
| Mar 31, 2026 | SPIRE WEALTH MANAGEMENT | 0.46% | 36.97K | 1.73M | -1K | -2.63% |
| Mar 31, 2026 | LIFEWEALTH INVESTMENTS, LLC | 0.91% | 73.52K | 3.44M | 358 | +0.49% |
| Mar 31, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.92% | 74.26K | 3.47M | -6.08K | -7.57% |
| Mar 31, 2026 | CWM, LLC | 1.11% | 89.54K | 4.19M | -5.32K | -5.60% |
| Mar 31, 2026 | CETERA INVESTMENT ADVISERS | 1.17% | 94.29K | 4.41M | 4.65K | +5.19% |
| Mar 31, 2026 | REAP FINANCIAL GROUP, LLC | 1.33% | 107.21K | 5.01M | -1.84K | -1.68% |
| Mar 31, 2026 | WINNOW WEALTH LLC | 1.34% | 107.97K | 5.05M | -8.24K | -7.09% |
| Mar 31, 2026 | RITTER DANIHER FINANCIAL ADVISORY LLC / DE | 1.36% | 109.5K | 5.12M | -10.64K | -8.85% |
| Mar 31, 2026 | KESTRA ADVISORY SERVICES, LLC | 1.56% | 125.32K | 5.86M | 31.15K | +33.08% |
| Mar 31, 2026 | COMMONWEALTH FINANCIAL SERVICES, LLC | 1.87% | 150.48K | 7.03M | 2.87K | +1.94% |
| Mar 31, 2026 | ENVESTNET ASSET MANAGEMENT INC | 2.69% | 216.93K | 10.14M | 22.53K | +11.59% |
| Mar 31, 2026 | PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 0.19% | 15.1K | 705.59K | 7.25K | +92.35% |
| Mar 31, 2026 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.19% | 15.35K | 717.51K | -2.12K | -12.11% |
| Mar 31, 2026 | STONEX GROUP INC. | 0.2% | 16K | 747.89K | -2.97K | -15.65% |
| Mar 31, 2026 | INTEGRITY FINANCIAL CORP /WA | 0.2% | 16.19K | 756.77K | -2.53K | -13.53% |
| Dec 31, 2025 | FERGUSON SHAPIRO LLC | 0.29% | 24.14K | 1.15M | -848 | -3.39% |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.46% | 38.11K | 1.81M | -20.59K | -35.08% |
| Dec 31, 2025 | NEWEDGE ADVISORS, LLC | 0.18% | 14.75K | 701.42K | -93 | -0.63% |
| Dec 31, 2025 | 1ST SOURCE BANK | 0.24% | 19.74K | 938.79K | -725 | -3.54% |
| Dec 31, 2025 | MARINER, LLC | 0.19% | 15.42K | 733.58K | -1.87K | -10.79% |
| Dec 31, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.2% | 16.18K | 769.45K | -22.77K | -58.46% |
| Dec 31, 2025 | MML INVESTORS SERVICES, LLC | 0.2% | 16.51K | 785.43K | 4.42K | +36.53% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 2.34% | 194.4K | 9.25M | 18.41K | +10.46% |
| Dec 31, 2025 | ARKADIOS WEALTH ADVISORS | 0.12% | 10.3K | 489.97K | -1.9K | -15.57% |
| Dec 31, 2025 | HOLISTIC PLANNING, LLC | 0.12% | 10.17K | 483.74K | -543 | -5.07% |
| Dec 31, 2025 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.21% | 17.47K | 801.32K | 17.47K | +100.00% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 1.08% | 89.64K | 4.26M | 3.09K | +3.57% |
| Dec 31, 2025 | EVOLUTION WEALTH MANAGEMENT INC. | 0.14% | 11.29K | 536.88K | -67 | -0.59% |
| Dec 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.14% | 11.79K | 563.16K | 0 | 0 |
| Dec 31, 2025 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 7.73% | 635.71K | 30.24M | -50.02K | -7.29% |
| Dec 31, 2025 | CREATIVEONE WEALTH, LLC | 0.21% | 17.3K | 822.96K | 0 | 0 |
| Dec 31, 2025 | IFP ADVISORS, INC | 0.21% | 17.63K | 838.66K | -195 | -1.09% |
| Dec 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.21% | 17.55K | 834.95K | 0 | 0 |
| Dec 31, 2025 | CLARO ADVISORS LLC | 0.22% | 18.26K | 868.53K | -435 | -2.33% |
| Dec 31, 2025 | 0.23% | 18.62K | 885.56K | 18.62K | +100.00% | |
| Dec 31, 2025 | PINNACLE WEALTH PLANNING SERVICES, INC. | 0.24% | 19.64K | 934.04K | -627 | -3.09% |
| Dec 31, 2025 | SUNBELT SECURITIES, INC. | 0.31% | 25.32K | 1.2M | 0 | 0 |
| Dec 31, 2025 | HARBOUR INVESTMENTS, INC. | 0.33% | 27.23K | 1.3M | 952 | +3.62% |
| Dec 31, 2025 | HARTFORD FINANCIAL MANAGEMENT INC. | 0.33% | 27.23K | 1.3M | -22.53K | -45.28% |
| Dec 31, 2025 | SMART WEALTH LLC | 0.33% | 27.41K | 1.3M | -2.42K | -8.10% |
| Dec 31, 2025 | SPIRE WEALTH MANAGEMENT | 0.46% | 37.97K | 1.81M | 0 | 0 |
| Dec 31, 2025 | WOOD TARVER FINANCIAL GROUP, LLC | 0.72% | 59.15K | 2.81M | -7.11K | -10.74% |
| Dec 31, 2025 | COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. | 0.73% | 60.06K | 2.86M | -2.63K | -4.19% |
| Dec 31, 2025 | NOVA WEALTH MANAGEMENT, INC. | 0.76% | 62.28K | 2.96M | -5.45K | -8.05% |
| Dec 31, 2025 | LIFEWEALTH INVESTMENTS, LLC | 0.89% | 73.16K | 3.48M | -3.75K | -4.87% |
| Dec 31, 2025 | MUTUAL ADVISORS, LLC | 0.15% | 12.16K | 578.59K | 0 | 0 |
| Dec 31, 2025 | BUCK WEALTH STRATEGIES, LLC | 0.15% | 12.46K | 592.48K | -963 | -7.18% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 0.92% | 76.29K | 3.63M | 3.8K | +5.25% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.98% | 80.34K | 3.82M | -875 | -1.08% |
| Dec 31, 2025 | TANGLEWOOD LEGACY ADVISORS, LLC | 0.16% | 13.05K | 620.69K | -5.1K | -28.10% |
| Dec 31, 2025 | C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS | 0.18% | 15.1K | 718.07K | 15.1K | +100.00% |
| Dec 31, 2025 | INTEGRITY FINANCIAL CORP /WA | 0.23% | 18.73K | 890.75K | -2.53K | -11.92% |
| Dec 31, 2025 | STONEX GROUP INC. | 0.23% | 18.97K | 902.4K | -1.18K | -5.86% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 2.92% | 241.24K | 11.48M | -4.34K | -1.77% |
| Dec 31, 2025 | OPPENHEIMER & CO INC | 0.23% | 19.08K | 907.73K | 2.47K | +14.83% |
| Dec 31, 2025 | KOVACK ADVISORS, INC. | 0.33% | 27.17K | 1.29M | 3.23K | +13.51% |
| Dec 31, 2025 | CWM, LLC | 1.14% | 94.86K | 4.51M | -13.87K | -12.76% |
| Dec 31, 2025 | RFG ADVISORY, LLC | 0.13% | 11.02K | 524.32K | 107 | +0.98% |
| Dec 31, 2025 | SMART MONEY GROUP LLC | 0.15% | 12.65K | 601.52K | -1.24K | -8.94% |
| Dec 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.17% | 13.73K | 653K | 0 | 0 |
| Dec 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 1.13% | 94.17K | 4.48M | -647 | -0.68% |
| Dec 31, 2025 | REAP FINANCIAL GROUP, LLC | 1.32% | 109.05K | 5.19M | -31.31K | -22.31% |
| Dec 31, 2025 | FOGUTH WEALTH MANAGEMENT, LLC. | 1.37% | 113.85K | 5.41M | 113.85K | +100.00% |
| Dec 31, 2025 | FOUNDERS FINANCIAL SECURITIES LLC | 1.4% | 115.22K | 5.47M | 9.99K | +9.49% |
| Dec 31, 2025 | WINNOW WEALTH LLC | 1.41% | 116.2K | 5.58M | -7.91K | -6.38% |
| Dec 31, 2025 | RITTER DANIHER FINANCIAL ADVISORY LLC / DE | 1.46% | 120.13K | 5.71M | -7.18K | -5.64% |
| Dec 31, 2025 | TRUIST FINANCIAL CORP | 1.72% | 141.71K | 6.74M | -1.17K | -0.82% |
| Dec 31, 2025 | IGNITE PLANNERS, LLC | 1.73% | 142.86K | 6.85M | -17.13K | -10.70% |
| Dec 31, 2025 | COMMONWEALTH FINANCIAL SERVICES, LLC | 1.79% | 147.61K | 7.02M | -358 | -0.24% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 1.84% | 152.74K | 7.27M | -114.52K | -42.85% |
| Dec 31, 2025 | CERTIFIED ADVISORY CORP | 0.12% | 10K | 475.7K | 0 | 0 |
| Dec 31, 2025 | SAGESPRING WEALTH PARTNERS, LLC | 0.24% | 19.57K | 930.85K | 0 | 0 |
| Dec 31, 2025 | FALCON WEALTH PLANNING | 0.25% | 20.38K | 969.43K | 0 | 0 |
| Dec 31, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.28% | 22.97K | 1.09M | -3.99K | -14.78% |
| Sep 30, 2025 | FERGUSON SHAPIRO LLC | 0.29% | 24.99K | 1.17M | 0 | 0 |
| Sep 30, 2025 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 7.86% | 685.74K | 32.02M | -8.09K | -1.17% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.93% | 81.22K | 3.79M | 31.31K | +62.74% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.83% | 72.49K | 3.38M | 23.75K | +48.74% |
| Sep 30, 2025 | IFP ADVISORS, INC | 0.2% | 17.83K | 832.34K | -4.67K | -20.76% |
| Sep 30, 2025 | INTEGRITY FINANCIAL CORP /WA | 0.24% | 21.26K | 992.69K | 2.45K | +13.05% |
| Sep 30, 2025 | 1ST SOURCE BANK | 0.23% | 20.46K | 955.38K | 20.46K | +100.00% |
| Sep 30, 2025 | CREATIVEONE WEALTH, LLC | 0.2% | 17.3K | 807.82K | 11K | +174.60% |
| Sep 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 1.09% | 94.82K | 4.43M | 3.06K | +3.33% |
| Sep 30, 2025 | STONEX GROUP INC. | 0.23% | 20.15K | 940.95K | 731 | +3.76% |
| Sep 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.2% | 17.55K | 819.59K | 0 | 0 |
| Sep 30, 2025 | TANGLEWOOD LEGACY ADVISORS, LLC | 0.21% | 18.15K | 847.42K | 0 | 0 |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.99% | 86.55K | 4.04M | 4.39K | +5.34% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 3.06% | 267.26K | 12.31M | 23.41K | +9.60% |
| Sep 30, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.45% | 38.94K | 1.82M | 13.57K | +53.47% |
| Sep 30, 2025 | SPIRE WEALTH MANAGEMENT | 0.44% | 37.97K | 1.77M | -5.62K | -12.89% |
| Sep 30, 2025 | OPPENHEIMER & CO INC | 0.19% | 16.62K | 775.93K | 16.62K | +100.00% |
| Sep 30, 2025 | SMART MONEY GROUP LLC | 0.16% | 13.89K | 648.41K | -557 | -3.86% |
| Sep 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.16% | 13.73K | 641K | 2.8K | +25.60% |
| Sep 30, 2025 | MUTUAL ADVISORS, LLC | 0.14% | 12.16K | 570.58K | 0 | 0 |
| Sep 30, 2025 | EVOLUTION WEALTH MANAGEMENT INC. | 0.13% | 11.35K | 530.13K | 0 | 0 |
| Sep 30, 2025 | RFG ADVISORY, LLC | 0.13% | 10.92K | 509.68K | -445 | -3.92% |
| Sep 30, 2025 | HOLISTIC PLANNING, LLC | 0.12% | 10.71K | 500.2K | 4.97K | +86.43% |
| Sep 30, 2025 | FIRST HEARTLAND CONSULTANTS, INC. | 0.12% | 10.11K | 471.95K | 2.24K | +28.39% |
| Sep 30, 2025 | CERTIFIED ADVISORY CORP | 0.11% | 10K | 466.95K | 0 | 0 |
| Sep 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.11% | 9.2K | 429.73K | -4.08K | -30.69% |
| Sep 30, 2025 | PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 0.11% | 9.18K | 428.71K | 9.18K | +100.00% |
| Sep 30, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 0.1% | 8.67K | 404.66K | 1.67K | +23.82% |
| Sep 30, 2025 | LVZ, INC. | 0.1% | 8.64K | 403.35K | 0 | 0 |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 2.82% | 245.58K | 11.47M | -2.09K | -0.85% |
| Sep 30, 2025 | ARKADIOS WEALTH ADVISORS | 0.14% | 12.2K | 569.68K | 0 | 0 |
| Sep 30, 2025 | WINNOW WEALTH LLC | 1.42% | 124.12K | 5.83M | 124.12K | +100.00% |
| Sep 30, 2025 | MARINER, LLC | 0.2% | 17.29K | 807.17K | 5.08K | +41.63% |
| Sep 30, 2025 | PINNACLE WEALTH PLANNING SERVICES, INC. | 0.23% | 20.26K | 946.13K | 0 | 0 |
| Sep 30, 2025 | SAGESPRING WEALTH PARTNERS, LLC | 0.22% | 19.57K | 913.73K | 19.57K | +100.00% |
| Sep 30, 2025 | CLARO ADVISORS LLC | 0.21% | 18.69K | 872.87K | 650 | +3.60% |
| Sep 30, 2025 | NEWEDGE ADVISORS, LLC | 0.17% | 14.84K | 692.86K | -337 | -2.22% |
| Sep 30, 2025 | BUCK WEALTH STRATEGIES, LLC | 0.15% | 13.42K | 626.55K | 600 | +4.68% |
| Sep 30, 2025 | REAP FINANCIAL GROUP, LLC | 1.61% | 140.36K | 6.55M | -18.77K | -11.80% |
| Sep 30, 2025 | FOUNDERS FINANCIAL SECURITIES LLC | 1.21% | 105.23K | 4.9M | 30.8K | +41.39% |
| Sep 30, 2025 | LIFEWEALTH INVESTMENTS, LLC | 0.88% | 76.91K | 3.59M | -9.8K | -11.30% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 2.02% | 175.98K | 8.22M | 8.47K | +5.06% |
| Sep 30, 2025 | HARBOUR INVESTMENTS, INC. | 0.3% | 26.28K | 1.23M | 9.97K | +61.17% |
| Sep 30, 2025 | LUNT CAPITAL MANAGEMENT, INC. | 0.26% | 22.58K | 1.05M | 0 | 0 |
| Sep 30, 2025 | FALCON WEALTH PLANNING | 0.23% | 20.38K | 951.6K | 20.38K | +100.00% |
| Sep 30, 2025 | IGNITE PLANNERS, LLC | 1.83% | 159.99K | 7.47M | -4.42K | -2.69% |
| Sep 30, 2025 | NOVA WEALTH MANAGEMENT, INC. | 0.78% | 67.74K | 3.16M | -20.38K | -23.13% |
| Sep 30, 2025 | WOOD TARVER FINANCIAL GROUP, LLC | 0.76% | 66.26K | 3.09M | 22.86K | +52.66% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.67% | 58.7K | 2.74M | -4.08K | -6.50% |
| Sep 30, 2025 | HARTFORD FINANCIAL MANAGEMENT INC. | 0.57% | 49.77K | 2.32M | -97.53K | -66.21% |
| Sep 30, 2025 | KOVACK ADVISORS, INC. | 0.27% | 23.94K | 1.12M | 23.94K | +100.00% |
| Sep 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.27% | 23.84K | 1.11M | 2.65K | +12.49% |
| Sep 30, 2025 | MML INVESTORS SERVICES, LLC | 0.14% | 12.09K | 564.68M | 5.11K | +73.25% |
| Sep 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.14% | 11.79K | 551.02K | -2.15K | -15.42% |
| Sep 30, 2025 | COMMONWEALTH FINANCIAL SERVICES, LLC | 1.7% | 147.97K | 6.91M | -1K | -0.67% |
| Sep 30, 2025 | TRUIST FINANCIAL CORP | 1.64% | 142.88K | 6.67M | -6.75K | -4.51% |
| Sep 30, 2025 | RITTER DANIHER FINANCIAL ADVISORY LLC / DE | 1.46% | 127.32K | 5.95M | 127.32K | +100.00% |
| Sep 30, 2025 | COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. | 0.72% | 62.68K | 2.93M | 62.68K | +100.00% |
| Sep 30, 2025 | UNITING WEALTH PARTNERS, LLC | 0.49% | 42.68K | 1.99M | 42.68K | +100.00% |
| Sep 30, 2025 | SMART WEALTH LLC | 0.34% | 29.83K | 1.39M | -2.15K | -6.73% |
| Sep 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.31% | 26.96K | 1.26M | 0 | 0 |
| Sep 30, 2025 | SUNBELT SECURITIES, INC. | 0.29% | 25.32K | 1.18M | -18.53K | -42.26% |
| Sep 30, 2025 | CWM, LLC | 1.25% | 108.73K | 5.08M | 12.1K | +12.52% |
| Jun 30, 2025 | SILVER OAK SECURITIES, INCORPORATED | 0.27% | 22.58K | 1M | 0 | 0 |
| Jun 30, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.3% | 25.37K | 1.13M | -23.64K | -48.23% |
| Jun 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.32% | 26.96K | 1.2M | -5.47K | -16.87% |
| Jun 30, 2025 | FOUNDERS FINANCIAL SECURITIES LLC | 0.89% | 74.42K | 3.33M | 39.57K | +113.52% |
| Jun 30, 2025 | ARKADIOS WEALTH ADVISORS | 0.15% | 12.2K | 541.95K | -800 | -6.15% |
| Jun 30, 2025 | MARINER, LLC | 0.15% | 12.21K | 542.17K | 377 | +3.19% |
| Jun 30, 2025 | BUCK WEALTH STRATEGIES, LLC | 0.15% | 12.82K | 569.41K | 5.01K | +64.12% |
| Jun 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.16% | 13.28K | 589.86K | 3.37K | +33.99% |
| Jun 30, 2025 | SMART WEALTH LLC | 0.38% | 31.98K | 1.42M | -1.1K | -3.33% |
| Jun 30, 2025 | WOOD TARVER FINANCIAL GROUP, LLC | 0.52% | 43.4K | 1.93M | -1.56K | -3.47% |
| Jun 30, 2025 | OLD MISSION CAPITAL LLC | 0.53% | 44.51K | 1.98M | 32.64K | +274.99% |
| Jun 30, 2025 | LIFEWEALTH INVESTMENTS, LLC | 0.99% | 82.31K | 3.66M | -3.47K | -4.04% |
| Jun 30, 2025 | NOVA WEALTH MANAGEMENT, INC. | 1.05% | 88.11K | 3.91M | -12.37K | -12.31% |
| Jun 30, 2025 | HICKORY ASSET MANAGEMENT, INC. | 1.56% | 130.4K | 5.79M | -2.32K | -1.75% |
| Jun 30, 2025 | REAP FINANCIAL GROUP, LLC | 1.91% | 159.13K | 7.07M | -10.33K | -6.10% |
| Jun 30, 2025 | BISON WEALTH, LLC | 2% | 166.93K | 7.42M | -10.33K | -5.83% |
| Jun 30, 2025 | 0.38% | 31.98K | 1.42M | -1.1K | -3.33% | |
| Jun 30, 2025 | ONEASCENT FINANCIAL SERVICES LLC | 0.45% | 37.3K | 1.66M | 37.3K | +100.00% |
| Jun 30, 2025 | SPIRE WEALTH MANAGEMENT | 0.52% | 43.58K | 1.94M | -5.11K | -10.49% |
| Jun 30, 2025 | SUNBELT SECURITIES, INC. | 0.53% | 43.85K | 1.84M | 14.76K | +50.75% |
| Jun 30, 2025 | LUNT CAPITAL MANAGEMENT, INC. | 0.27% | 22.58K | 1M | 0 | 0 |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.58% | 48.73K | 2.16M | 6.5K | +15.38% |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.6% | 49.91K | 2.22M | -1.18K | -2.31% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.75% | 62.78K | 2.79M | -11.82K | -15.84% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.98% | 82.16K | 3.65M | -3.62K | -4.22% |
| Jun 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 1.1% | 91.76K | 4.08M | -1.26K | -1.36% |
| Jun 30, 2025 | CWM, LLC | 1.16% | 96.63K | 4.29M | -2.02K | -2.05% |
| Jun 30, 2025 | HARTFORD FINANCIAL MANAGEMENT INC. | 1.76% | 147.3K | 6.54M | 147.3K | +100.00% |
| Jun 30, 2025 | COMMONWEALTH FINANCIAL SERVICES, LLC | 1.78% | 148.98K | 6.62M | -3.14K | -2.07% |
| Jun 30, 2025 | TRUIST FINANCIAL CORP | 1.79% | 149.63K | 6.65M | -628 | -0.42% |
| Jun 30, 2025 | SMART MONEY GROUP LLC | 0.17% | 14.44K | 641.59K | -3.98K | -21.59% |
| Jun 30, 2025 | IGNITE PLANNERS, LLC | 1.97% | 164.41K | 7.44M | -718 | -0.43% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 2.01% | 167.51K | 7.44M | 4.45K | +2.73% |
| Jun 30, 2025 | ARBOR CAPITAL MANAGEMENT INC /ADV | 0.09% | 7.4K | 333.77K | -500 | -6.33% |
| Jun 30, 2025 | INTEGRATED WEALTH CONCEPTS LLC | 0.09% | 7.6K | 337.61K | 7.6K | +100.00% |
| Jun 30, 2025 | FIRST HEARTLAND CONSULTANTS, INC. | 0.09% | 7.87K | 349.69K | -655 | -7.68% |
| Jun 30, 2025 | STEPHENS INC /AR/ | 0.1% | 8.59K | 381.37K | 0 | 0 |
| Jun 30, 2025 | LVZ, INC. | 0.1% | 8.64K | 383.72K | 0 | 0 |
| Jun 30, 2025 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 0.12% | 10K | 444.22K | -2.06K | -17.08% |
| Jun 30, 2025 | CERTIFIED ADVISORY CORP | 0.12% | 10K | 444.22K | 0 | 0 |
| Jun 30, 2025 | RFG ADVISORY, LLC | 0.14% | 11.36K | 504.64K | 11.36K | +100.00% |
| Jun 30, 2025 | MUTUAL ADVISORS, LLC | 0.15% | 12.16K | 554.27K | -192 | -1.55% |
| Jun 30, 2025 | PROSPERITY CONSULTING GROUP, LLC | 0.15% | 12.17K | 540.62K | -586 | -4.59% |
| Jun 30, 2025 | FERGUSON SHAPIRO LLC | 0.3% | 24.99K | 1.11M | -236 | -0.94% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 2.92% | 243.85K | 10.83M | 61.27K | +33.56% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 2.96% | 247.67K | 11M | -15.89K | -6.03% |
| Jun 30, 2025 | SIGNAL ADVISORS WEALTH, LLC | 3.22% | 268.87K | 11.94M | 90.21K | +50.49% |
| Jun 30, 2025 | FOGUTH WEALTH MANAGEMENT, LLC. | 3.27% | 273.22K | 12.14M | 83.05K | +43.67% |
| Jun 30, 2025 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 8.31% | 693.83K | 30.82M | -68.71K | -9.01% |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0.18% | 15.18K | 674.1K | -283 | -1.83% |
| Jun 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.17% | 13.94K | 623.9K | -5.35K | -27.75% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.19% | 16.24K | 721.37K | -415 | -2.49% |
| Jun 30, 2025 | HARBOUR INVESTMENTS, INC. | 0.2% | 16.3K | 724.26K | -2.24K | -12.08% |
| Jun 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.21% | 17.55K | 779.7K | 0 | 0 |
| Jun 30, 2025 | CLARO ADVISORS LLC | 0.22% | 18.04K | 801.51K | -4.7K | -20.68% |
| Jun 30, 2025 | TANGLEWOOD LEGACY ADVISORS, LLC | 0.22% | 18.15K | 806.18K | 7.8K | +75.38% |
| Jun 30, 2025 | INTEGRITY FINANCIAL CORP /WA | 0.23% | 18.81K | 835.36K | -3.64K | -16.20% |
| Jun 30, 2025 | STONEX GROUP INC. | 0.23% | 19.42K | 862.68K | -5.3K | -21.44% |
| Jun 30, 2025 | PINNACLE WEALTH PLANNING SERVICES, INC. | 0.24% | 20.26K | 900.09K | 0 | 0 |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.25% | 21.19K | 941.44K | 4.53K | +27.17% |
| Jun 30, 2025 | IFP ADVISORS, INC | 0.27% | 22.5K | 999.32K | 4.11K | +22.33% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.22% | 16.65K | 681.16K | 16.65K | +100.00% |
| Mar 31, 2025 | MUTUAL ADVISORS, LLC | 0.16% | 12.36K | 499.88K | -200 | -1.59% |
| Mar 31, 2025 | EPG WEALTH MANAGEMENT LLC | 0.17% | 13K | 531.71K | 0 | 0 |
| Mar 31, 2025 | ARKADIOS WEALTH ADVISORS | 0.17% | 13K | 531.71K | 0 | 0 |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.17% | 13.06K | 534.16K | 0 | 0 |
| Mar 31, 2025 | CWM, LLC | 1.28% | 98.66K | 4.04M | -11.78K | -10.67% |
| Mar 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 1.94% | 149.83K | 6.13M | -3.22K | -2.11% |
| Mar 31, 2025 | TRUIST FINANCIAL CORP | 1.95% | 150.25K | 6.15M | -4.09K | -2.65% |
| Mar 31, 2025 | COMMONWEALTH FINANCIAL SERVICES, LLC | 1.97% | 152.12K | 6.22M | -21.66K | -12.47% |
| Mar 31, 2025 | SILVER OAK SECURITIES, INCORPORATED | 0.29% | 22.58K | 919.73K | 0 | 0 |
| Mar 31, 2025 | NEWEDGE ADVISORS, LLC | 0.2% | 15.46K | 632.25K | -1.17K | -7.05% |
| Mar 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.23% | 17.55K | 717.89K | -1.28K | -6.80% |
| Mar 31, 2025 | IFP ADVISORS, INC | 0.24% | 18.39K | 752.12K | -241 | -1.29% |
| Mar 31, 2025 | SMART MONEY GROUP LLC | 0.24% | 18.42K | 753.39K | -148.67K | -88.98% |
| Mar 31, 2025 | HARBOUR INVESTMENTS, INC. | 0.24% | 18.54K | 758.46K | -921 | -4.73% |
| Mar 31, 2025 | PINNACLE WEALTH PLANNING SERVICES, INC. | 0.26% | 20.26K | 828.73K | 0 | 0 |
| Mar 31, 2025 | CLARO ADVISORS LLC | 0.3% | 22.75K | 930.33K | 0 | 0 |
| Mar 31, 2025 | STONEX GROUP INC. | 0.32% | 24.72K | 1.01M | -3.03K | -10.92% |
| Mar 31, 2025 | 0.43% | 33.08K | 1.35M | -8.35K | -20.16% | |
| Mar 31, 2025 | FERGUSON SHAPIRO LLC | 0.33% | 25.23K | 1.03M | -186 | -0.73% |
| Mar 31, 2025 | SUNBELT SECURITIES, INC. | 0.38% | 29.09K | 1.19M | -14.76K | -33.67% |
| Mar 31, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.42% | 32.43K | 1.33M | 4K | +14.07% |
| Mar 31, 2025 | FOUNDERS FINANCIAL SECURITIES LLC | 0.45% | 34.86K | 1.41M | 20K | +134.63% |
| Mar 31, 2025 | GOLDMAN SACHS GROUP INC | 0.53% | 40.84K | 1.67M | 40.84K | +100.00% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.55% | 42.24K | 1.73M | 8.3K | +24.45% |
| Mar 31, 2025 | SPIRE WEALTH MANAGEMENT | 0.63% | 48.69K | 1.99M | -7.42K | -13.22% |
| Mar 31, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.64% | 49.02K | 2.05M | 129 | +0.26% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.66% | 51.09K | 2.09M | -2.58K | -4.81% |
| Mar 31, 2025 | PROSPERITY CONSULTING GROUP, LLC | 0.17% | 12.76K | 521.73K | -505 | -3.81% |
| Mar 31, 2025 | INTEGRITY FINANCIAL CORP /WA | 0.29% | 22.44K | 917.85K | -438 | -1.91% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.97% | 74.6K | 3.05M | -321 | -0.43% |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 1.11% | 85.78K | 3.51M | 10.07K | +13.30% |
| Mar 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 1.21% | 93.02K | 3.8M | -12.23K | -11.62% |
| Mar 31, 2025 | MML INVESTORS SERVICES, LLC | 0.33% | 25.4K | 1.04M | -1.28K | -4.79% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 2.11% | 163.06K | 6.67M | 4.96K | +3.14% |
| Mar 31, 2025 | IGNITE PLANNERS, LLC | 2.14% | 165.12K | 6.76M | -25.26K | -13.27% |
| Mar 31, 2025 | SIGNAL ADVISORS WEALTH, LLC | 2.32% | 178.66K | 7.31M | 58.99K | +49.29% |
| Mar 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.25% | 19.29K | 789.06K | 0 | 0 |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 2.37% | 182.58K | 7.47M | -2.7K | -1.46% |
| Mar 31, 2025 | FOGUTH WEALTH MANAGEMENT, LLC. | 2.47% | 190.16K | 7.78M | 30.7K | +19.25% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 3.42% | 263.57K | 10.78M | -147.05K | -35.81% |
| Mar 31, 2025 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 9.89% | 762.54K | 31.19M | -6.87K | -0.89% |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.22% | 16.67K | 681.61K | -11.05K | -39.87% |
| Mar 31, 2025 | LUNT CAPITAL MANAGEMENT, INC. | 0.29% | 22.58K | 923.37K | 0 | 0 |