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About N/A of shares are held by financial institutions. SPIRE WEALTH MANAGEMENT is the top corporate investor, holding 381 shares valued at $17.96K. A 0.01% stake in Fidelity Corporate Bond ETF is owned by the company. FIFTH THIRD BANCORP owns 832 shares valued at $39.23K, which translates its holding of 0.01% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | SPIRE WEALTH MANAGEMENT | 0.01% | 381 | 17.96K | 33 | +9.48% |
| Jun 30, 2026 | FIFTH THIRD BANCORP | 0.01% | 832 | 39.23K | 0 | 0 |
| Jun 30, 2026 | MERCER GLOBAL ADVISORS INC /ADV | 0.01% | 1.03K | 48.58K | 1.03K | +100.00% |
| Jun 30, 2026 | CORNERSTONE PLANNING GROUP LLC | 0.01% | 1.05K | 48.78K | 0 | 0 |
| Jun 30, 2026 | EASTERN BANK | 0.02% | 1.14K | 53.75K | 0 | 0 |
| Jun 30, 2026 | FMR LLC | 0.03% | 2.23K | 104.94K | -991 | -30.81% |
| Jun 30, 2026 | NOBLE WEALTH MANAGEMENT PBC | 0.04% | 2.79K | 131.55K | -150 | -5.10% |
| Jun 30, 2026 | MCGLONE SUTTNER WEALTH MANAGEMENT, INC. | 0.06% | 4.54K | 213.95K | 0 | 0 |
| Jun 30, 2026 | SILVER OAK SECURITIES, INCORPORATED | 0.06% | 4.55K | 214.51K | 52 | +1.16% |
| Jun 30, 2026 | FISHER ASSET MANAGEMENT, LLC | 0.06% | 4.65K | 219.46K | 4.65K | +100.00% |
| Jun 30, 2026 | PFG INVESTMENTS, LLC | 0.07% | 4.76K | 224.63K | -940 | -16.48% |
| Jun 30, 2026 | MARSHALL FINANCIAL GROUP LLC | 0.1% | 7.27K | 342.8K | -1.04K | -12.47% |
| Jun 30, 2026 | NATIONAL BANK OF CANADA /FI/ | 0.11% | 8.19K | 386.03K | 0 | 0 |
| Jun 30, 2026 | PARK AVENUE SECURITIES LLC | 0.13% | 9.76K | 460K | 1.44K | +17.25% |
| Jun 30, 2026 | PNC FINANCIAL SERVICES GROUP, INC. | 0.17% | 13.15K | 619.79K | 1.75K | +15.36% |
| Jun 30, 2026 | J.W. COLE ADVISORS, INC. | 0.19% | 14.16K | 667.82K | 14.16K | +100.00% |
| Jun 30, 2026 | MORGAN STANLEY | 0.94% | 72K | 3.39M | -13.61K | -15.90% |
| Jun 30, 2026 | CETERA INVESTMENT ADVISERS | 3.74% | 286.47K | 13.51M | 50.38K | +21.34% |
| Jun 30, 2026 | KESTRA ADVISORY SERVICES, LLC | 3.88% | 296.82K | 14.05M | -60.78K | -17.00% |
| Jun 30, 2026 | THRIVENT FINANCIAL FOR LUTHERANS | 0.08% | 6.27K | 295K | 2 | +0.03% |
| Jun 30, 2026 | GRIFFITH & WERNER, INC. | 0.09% | 7.2K | 340K | 40 | +0.56% |
| Jun 30, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.12% | 9.34K | 440.52K | 9.34K | +100.00% |
| Jun 30, 2026 | MML INVESTORS SERVICES, LLC | 0.15% | 11.22K | 529.22K | 243 | +2.21% |
| Jun 30, 2026 | ARWA LLC | 0.6% | 46.02K | 2.16M | 4.02K | +9.56% |
| Jun 30, 2026 | SUGAR MAPLE ASSET MANAGEMENT, LLC | 0.22% | 16.97K | 800.03K | 1.25K | +7.93% |
| Jun 30, 2026 | TD WATERHOUSE CANADA INC. | 0.24% | 18.13K | 852.98K | 1.75K | +10.66% |
| Jun 30, 2026 | KAPSTONE FINANCIAL ADVISORS LLC | 0.24% | 18.23K | 859.45K | 2.31K | +14.53% |
| Jun 30, 2026 | CALTON & ASSOCIATES, INC. | 0.24% | 18.53K | 873.44K | 1.29K | +7.49% |
| Jun 30, 2026 | UBS GROUP AG | 0.35% | 26.87K | 1.27M | 1.48K | +5.83% |
| Jun 30, 2026 | CITADEL ADVISORS LLC | 0.36% | 27.31K | 1.29M | -33.9K | -55.38% |
| Jun 30, 2026 | STRATOS WEALTH PARTNERS, LTD. | 0.45% | 34.15K | 1.61M | 3K | +9.62% |
| Jun 30, 2026 | JANE STREET GROUP, LLC | 0.46% | 35.59K | 1.68M | -18.42K | -34.11% |
| Jun 30, 2026 | VALMARK ADVISERS, INC. | 0.52% | 39.6K | 1.87M | 1.64K | +4.32% |
| Jun 30, 2026 | ROYAL BANK OF CANADA | 0.08% | 5.76K | 272K | 0 | 0 |
| Jun 30, 2026 | ISLAY CAPITAL MANAGEMENT, LLC | 0.62% | 47.17K | 2.22M | 7.41K | +18.64% |
| Jun 30, 2026 | GLEN EAGLE ADVISORS, LLC | 0.15% | 11.35K | 535.31K | 2 | +0.02% |
| Jun 30, 2026 | JONES FINANCIAL COMPANIES LLLP | 0.27% | 20.31K | 963.66K | 4.43K | +27.89% |
| Jun 30, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.27% | 20.78K | 980K | -2.31K | -9.99% |
| Jun 30, 2026 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.3% | 22.85K | 1.08M | -2.19K | -8.75% |
| Jun 30, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 1.14% | 87.5K | 4.13M | -44.42K | -33.67% |
| Jun 30, 2026 | ONE CAPITAL MANAGEMENT, LLC | 1.49% | 113.74K | 5.36M | 0 | 0 |
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.66% | 50.89K | 2.4M | 33.33K | +189.81% |
| Jun 30, 2026 | MILLINGTON FINANCIAL ADVISORS, LLC | 0.68% | 52.11K | 2.44M | 4.59K | +9.65% |
| Jun 30, 2026 | RAYMOND JAMES FINANCIAL INC | 0.73% | 55.98K | 2.64M | -42.59K | -43.21% |
| Jun 30, 2026 | BANK OF AMERICA CORP /DE/ | 0.75% | 57.53K | 2.71M | -2.75K | -4.56% |
| Jun 30, 2026 | FORONJY FINANCIAL LLC | 0.15% | 11.76K | 554.34K | 5.72K | +94.88% |
| Jun 30, 2026 | MIDWEST FINANCIAL NETWORK, LLC | 0.27% | 20.69K | 975.59K | 10.18K | +96.88% |
| Jun 30, 2026 | LPL FINANCIAL LLC | 0.88% | 67.09K | 3.16M | -6.38K | -8.69% |
| Jun 30, 2026 | JPMORGAN CHASE & CO | 0.89% | 67.98K | 3.22M | 12.88K | +23.38% |
| Jun 30, 2026 | LAKESHORE CAPITAL GROUP, INC. | 1% | 76.35K | 3.6M | -9.44K | -11.00% |
| Jun 30, 2026 | VIRTUS WEALTH SOLUTIONS LLC | 0.08% | 6.18K | 291.15K | -4.66K | -43.00% |
| Jun 30, 2026 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.15% | 11.43K | 538.95K | 1.85K | +19.36% |
| Jun 30, 2026 | AMERITAS ADVISORY SERVICES, LLC | 0.16% | 11.9K | 561K | 4.78K | +67.22% |
| Jun 30, 2026 | EQUITABLE HOLDINGS, INC. | 0.16% | 11.9K | 561.09K | -4 | -0.03% |
| Jun 30, 2026 | IFP ADVISORS, INC | 0.16% | 12.02K | 566.74K | 107 | +0.90% |
| Jun 30, 2026 | CAMELOT TECHNOLOGY ADVISORS, INC. | 0.17% | 13K | 612.71K | 0 | 0 |
| Jun 30, 2026 | RCS FINANCIAL PLANNING, LLC | 0.2% | 15.59K | 738.13K | -388 | -2.43% |
| Jun 30, 2026 | 0.28% | 20.69K | 975.59K | 10.18K | +96.88% | |
| Jun 30, 2026 | CULLEN/FROST BANKERS, INC. | 0.35% | 26.69K | 1.26M | 4.1K | +18.16% |
| Jun 30, 2026 | ADVISER INVESTMENTS LLC | 1.92% | 146.64K | 6.91M | 137.1K | +1,437.13% |
| Jun 30, 2026 | SALUS FINANCIAL ADVISORS, LLC | 2.18% | 166.7K | 7.86M | 9.03K | +5.73% |
| Jun 30, 2026 | ENVESTNET ASSET MANAGEMENT INC | 2.71% | 207.57K | 9.79M | -38.24K | -15.56% |
| Jun 30, 2026 | RESOURCES INVESTMENT ADVISORS, LLC. | 3.49% | 267.29K | 12.6M | 42.8K | +19.07% |
| Jun 30, 2026 | HARBOUR INVESTMENTS, INC. | 0% | 344 | 16.22K | 0 | 0 |
| Mar 31, 2026 | CETERA INVESTMENT ADVISERS | 3.12% | 236.09K | 11.13M | 31.36K | +15.32% |
| Mar 31, 2026 | 0.14% | 10.51K | 495.34K | 10.51K | +100.00% | |
| Mar 31, 2026 | VALMARK ADVISERS, INC. | 0.5% | 37.96K | 1.79M | -362 | -0.94% |
| Mar 31, 2026 | ISLAY CAPITAL MANAGEMENT, LLC | 0.52% | 39.76K | 1.87M | 5.74K | +16.86% |
| Mar 31, 2026 | MILLINGTON FINANCIAL ADVISORS, LLC | 0.63% | 47.53K | 2.26M | 1.36K | +2.95% |
| Mar 31, 2026 | JANE STREET GROUP, LLC | 0.71% | 54.01K | 2.55M | 54.01K | +100.00% |
| Mar 31, 2026 | JPMORGAN CHASE & CO | 0.73% | 55.1K | 2.58M | 23.94K | +76.82% |
| Mar 31, 2026 | CITADEL ADVISORS LLC | 0.81% | 61.21K | 2.88M | 61.21K | +100.00% |
| Mar 31, 2026 | LPL FINANCIAL LLC | 0.97% | 73.47K | 3.46M | 8K | +12.22% |
| Mar 31, 2026 | MORGAN STANLEY | 1.13% | 85.62K | 4.04M | 7.26K | +9.26% |
| Mar 31, 2026 | LAKESHORE CAPITAL GROUP, INC. | 1.13% | 85.79K | 4.04M | -7.8K | -8.33% |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 1.3% | 98.57K | 4.65M | -8.3K | -7.76% |
| Mar 31, 2026 | ONE CAPITAL MANAGEMENT, LLC | 1.5% | 113.74K | 5.36M | 113.74K | +100.00% |
| Mar 31, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 1.74% | 131.92K | 6.22M | 2.62K | +2.02% |
| Mar 31, 2026 | SALUS FINANCIAL ADVISORS, LLC | 2.08% | 157.66K | 7.43M | 11.93K | +8.18% |
| Mar 31, 2026 | JAFFETILCHIN INVESTMENT PARTNERS, LLC | 2.55% | 193.42K | 9.12M | 75.71K | +64.31% |
| Mar 31, 2026 | RESOURCES INVESTMENT ADVISORS, LLC. | 2.96% | 224.48K | 10.58M | 43.3K | +23.90% |
| Mar 31, 2026 | ROYAL BANK OF CANADA | 0.08% | 5.76K | 272K | 1.69K | +41.55% |
| Mar 31, 2026 | ENVESTNET ASSET MANAGEMENT INC | 3.25% | 245.81K | 11.58M | -1.41K | -0.57% |
| Mar 31, 2026 | KESTRA ADVISORY SERVICES, LLC | 4.72% | 357.6K | 16.85M | 116.7K | +48.44% |
| Mar 31, 2026 | UBS ASSET MANAGEMENT AMERICAS INC | 0% | 133 | 6.27K | -273 | -67.24% |
| Mar 31, 2026 | SPIRE WEALTH MANAGEMENT | 0% | 348 | 16.4K | -102 | -22.67% |
| Mar 31, 2026 | FIFTH THIRD BANCORP | 0.01% | 832 | 39.21K | 832 | +100.00% |
| Mar 31, 2026 | CORNERSTONE PLANNING GROUP LLC | 0.01% | 1.05K | 49.41K | 2 | +0.19% |
| Mar 31, 2026 | EASTERN BANK | 0.02% | 1.14K | 53.73K | 0 | 0 |
| Mar 31, 2026 | NOBLE WEALTH MANAGEMENT PBC | 0.04% | 2.94K | 138.56K | -50 | -1.67% |
| Mar 31, 2026 | SILVER OAK SECURITIES, INCORPORATED | 0.06% | 4.5K | 211.95K | 51 | +1.15% |
| Mar 31, 2026 | MCGLONE SUTTNER WEALTH MANAGEMENT, INC. | 0.06% | 4.54K | 213.85K | 0 | 0 |
| Mar 31, 2026 | NWAM LLC | 0.07% | 5.23K | 246.55K | -206 | -3.79% |
| Mar 31, 2026 | PFG INVESTMENTS, LLC | 0.08% | 5.7K | 268.81K | 117 | +2.09% |
| Mar 31, 2026 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.13% | 9.58K | 451.39K | 3.41K | +55.17% |
| Mar 31, 2026 | CAMELOT TECHNOLOGY ADVISORS, INC. | 0.17% | 13K | 612.45K | -1.17K | -8.27% |
| Mar 31, 2026 | SUGAR MAPLE ASSET MANAGEMENT, LLC | 0.21% | 15.72K | 740.99K | 3.66K | +30.30% |
| Mar 31, 2026 | JONES FINANCIAL COMPANIES LLLP | 0.21% | 15.88K | 743.22K | 4.41K | +38.45% |
| Mar 31, 2026 | KAPSTONE FINANCIAL ADVISORS LLC | 0.21% | 15.92K | 750.07K | 15.92K | +100.00% |
| Mar 31, 2026 | RCS FINANCIAL PLANNING, LLC | 0.21% | 15.98K | 756.01K | 15.98K | +100.00% |
| Mar 31, 2026 | TD WATERHOUSE CANADA INC. | 0.22% | 16.38K | 771.69K | -20.25K | -55.28% |
| Mar 31, 2026 | CALTON & ASSOCIATES, INC. | 0.23% | 17.23K | 812.24K | -137 | -0.79% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.23% | 17.56K | 827.62K | -28.59K | -61.95% |
| Mar 31, 2026 | CULLEN/FROST BANKERS, INC. | 0.3% | 22.59K | 1.06M | -3.29K | -12.71% |
| Mar 31, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.3% | 23.09K | 1.09M | 1.47K | +6.80% |
| Mar 31, 2026 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.33% | 25.04K | 1.04M | 9.66K | +62.77% |
| Mar 31, 2026 | UBS GROUP AG | 0.34% | 25.39K | 1.2M | 14.14K | +125.71% |
| Mar 31, 2026 | STRATOS WEALTH PARTNERS, LTD. | 0.41% | 31.15K | 1.47M | 959 | +3.18% |
| Mar 31, 2026 | FLOW TRADERS U.S. LLC | 0.44% | 33.29K | 1.57M | 10.62K | +46.83% |
| Mar 31, 2026 | BANK OF AMERICA CORP /DE/ | 0.8% | 60.28K | 2.84M | 608 | +1.02% |
| Mar 31, 2026 | ADVISER INVESTMENTS LLC | 0.13% | 9.54K | 449.62K | 0 | 0 |
| Mar 31, 2026 | VIRTUS WEALTH SOLUTIONS LLC | 0.14% | 10.83K | 510.55K | -1.58K | -12.75% |
| Mar 31, 2026 | GLEN EAGLE ADVISORS, LLC | 0.15% | 11.35K | 535K | -79 | -0.69% |
| Mar 31, 2026 | MML INVESTORS SERVICES, LLC | 0.15% | 10.98K | 517.51K | -141 | -1.27% |
| Mar 31, 2026 | PRIVATE ADVISOR GROUP, LLC | 0.08% | 5.9K | 278.19K | 116 | +2.00% |
| Mar 31, 2026 | FORONJY FINANCIAL LLC | 0.08% | 6.03K | 284.36K | 38 | +0.63% |
| Mar 31, 2026 | THRIVENT FINANCIAL FOR LUTHERANS | 0.08% | 6.27K | 295K | -56 | -0.89% |
| Mar 31, 2026 | AMERITAS ADVISORY SERVICES, LLC | 0.09% | 7.12K | 335.32K | 1.78K | +33.34% |
| Mar 31, 2026 | GRIFFITH & WERNER, INC. | 0.09% | 7.16K | 337.62K | 45 | +0.63% |
| Mar 31, 2026 | NATIONAL BANK OF CANADA /FI/ | 0.11% | 8.19K | 385.37K | 0 | 0 |
| Mar 31, 2026 | MARSHALL FINANCIAL GROUP LLC | 0.11% | 8.31K | 391.47K | -4.19K | -33.55% |
| Mar 31, 2026 | PARK AVENUE SECURITIES LLC | 0.11% | 8.32K | 392K | -582 | -6.53% |
| Mar 31, 2026 | PNC FINANCIAL SERVICES GROUP, INC. | 0.15% | 11.4K | 537.03K | 492 | +4.51% |
| Mar 31, 2026 | EQUITABLE HOLDINGS, INC. | 0.16% | 11.9K | 569.37K | -200 | -1.65% |
| Mar 31, 2026 | IFP ADVISORS, INC | 0.16% | 11.91K | 561.46K | 89 | +0.75% |
| Dec 31, 2025 | VALMARK ADVISERS, INC. | 0.6% | 38.33K | 1.83M | 663 | +1.76% |
| Dec 31, 2025 | MILLINGTON FINANCIAL ADVISORS, LLC | 0.69% | 46.17K | 2.21M | -3.06K | -6.22% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.69% | 46.15K | 2.21M | 10.15K | +28.18% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.89% | 59.67K | 2.85M | 7.53K | +14.44% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 0.97% | 65.47K | 3.13M | 26.65K | +68.63% |
| Dec 31, 2025 | MORGAN STANLEY | 1.17% | 78.36K | 3.75M | 13.8K | +21.37% |
| Dec 31, 2025 | LAKESHORE CAPITAL GROUP, INC. | 1.47% | 93.59K | 4.48M | -9.17K | -8.92% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 1.59% | 106.87K | 5.11M | 4.49K | +4.39% |
| Dec 31, 2025 | JAFFETILCHIN INVESTMENT PARTNERS, LLC | 1.85% | 117.72K | 5.63M | 58.74K | +99.61% |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 1.94% | 129.3K | 6.18M | -10.6K | -7.58% |
| Dec 31, 2025 | SALUS FINANCIAL ADVISORS, LLC | 2.29% | 145.74K | 6.97M | 6.77K | +4.87% |
| Dec 31, 2025 | NATIONAL BANK OF CANADA /FI/ | 0.12% | 8.19K | 391.68K | 0 | 0 |
| Dec 31, 2025 | PARK AVENUE SECURITIES LLC | 0.14% | 8.91K | 426K | -2.64K | -22.89% |
| Dec 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.16% | 10.9K | 521.5K | 697 | +6.83% |
| Dec 31, 2025 | JONES FINANCIAL COMPANIES LLLP | 0.17% | 11.47K | 548.5K | 2.44K | +27.08% |
| Dec 31, 2025 | IFP ADVISORS, INC | 0.18% | 11.82K | 565.54K | 33 | +0.28% |
| Dec 31, 2025 | KOVACK ADVISORS, INC. | 0.19% | 12.21K | 583.91K | 3.11K | +34.20% |
| Dec 31, 2025 | CAMELOT TECHNOLOGY ADVISORS, INC. | 0.22% | 14.17K | 677.55K | 818 | +6.13% |
| Dec 31, 2025 | SPIRE WEALTH MANAGEMENT | 0.01% | 450 | 21.52K | -41 | -8.35% |
| Dec 31, 2025 | COMERICA BANK | 0.01% | 832 | 39.8K | 0 | 0 |
| Dec 31, 2025 | CORNERSTONE PLANNING GROUP LLC | 0.02% | 1.05K | 50.24K | 0 | 0 |
| Dec 31, 2025 | EASTERN BANK | 0.02% | 1.14K | 54.53K | 0 | 0 |
| Dec 31, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.08% | 5.34K | 255.24K | -323 | -5.71% |
| Dec 31, 2025 | NWAM LLC | 0.09% | 5.44K | 260.97K | -4.59K | -45.76% |
| Dec 31, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.09% | 5.79K | 276.79K | 28 | +0.49% |
| Dec 31, 2025 | PFG INVESTMENTS, LLC | 0.09% | 5.59K | 267.22K | 404 | +7.79% |
| Dec 31, 2025 | FORONJY FINANCIAL LLC | 0.09% | 6K | 286.73K | 263 | +4.59% |
| Dec 31, 2025 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.1% | 6.17K | 295.23K | 6.17K | +100.00% |
| Dec 31, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.1% | 6.32K | 303K | -70 | -1.10% |
| Dec 31, 2025 | HIGH FALLS ADVISORS, INC | 0.1% | 6.96K | 332.92K | 326 | +4.91% |
| Dec 31, 2025 | SAGESPRING WEALTH PARTNERS, LLC | 81.9% | 5.21M | 5.21M | 0 | 0 |
| Dec 31, 2025 | SRS CAPITAL ADVISORS, INC. | 0% | 323 | 15.45K | -509.45K | -99.94% |
| Dec 31, 2025 | HARBOUR INVESTMENTS, INC. | 0.01% | 344 | 16.45K | 0 | 0 |
| Dec 31, 2025 | MML INVESTORS SERVICES, LLC | 0.17% | 11.12K | 531.96K | 1.05K | +10.40% |
| Dec 31, 2025 | EQUITABLE HOLDINGS, INC. | 0.18% | 12.1K | 578.93K | 12.1K | +100.00% |
| Dec 31, 2025 | SUGAR MAPLE ASSET MANAGEMENT, LLC | 0.19% | 12.07K | 577.1K | 12.07K | +100.00% |
| Dec 31, 2025 | UBS ASSET MANAGEMENT AMERICAS INC | 0.01% | 406 | 19.42K | 406 | +100.00% |
| Dec 31, 2025 | ADVISER INVESTMENTS LLC | 0.14% | 9.54K | 456.3K | 0 | 0 |
| Dec 31, 2025 | GRIFFITH & WERNER, INC. | 0.11% | 7.12K | 340.51K | 1.02K | +16.69% |
| Dec 31, 2025 | VIRTUS WEALTH SOLUTIONS LLC | 0.2% | 12.42K | 593.87K | 362 | +3.00% |
| Dec 31, 2025 | MASECO LLP | 0% | 100 | 4.8K | 100 | +100.00% |
| Dec 31, 2025 | MARSHALL FINANCIAL GROUP LLC | 0.2% | 12.5K | 597.86K | -598 | -4.57% |
| Dec 31, 2025 | J.W. COLE ADVISORS, INC. | 0.21% | 13.95K | 667.17K | 1.05K | +8.17% |
| Dec 31, 2025 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.23% | 15.38K | 834.9K | 15.38K | +100.00% |
| Dec 31, 2025 | ISLAY CAPITAL MANAGEMENT, LLC | 0.51% | 34.02K | 1.63M | 6.05K | +21.63% |
| Dec 31, 2025 | RESOURCES INVESTMENT ADVISORS, LLC. | 2.7% | 181.19K | 8.67M | 47.25K | +35.28% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 3.07% | 204.73K | 9.79M | 178.93K | +693.38% |
| Dec 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 3.61% | 240.91K | 11.52M | 23.57K | +10.84% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 3.7% | 247.22K | 11.82M | 69.26K | +38.92% |
| Dec 31, 2025 | UBS GROUP AG | 0.17% | 11.25K | 537.94K | 702 | +6.66% |
| Dec 31, 2025 | GLEN EAGLE ADVISORS, LLC | 0.17% | 11.43K | 546.69K | 1.4K | +13.98% |
| Dec 31, 2025 | 0.56% | 35.32K | 1.69M | 35.32K | +100.00% | |
| Dec 31, 2025 | TORONTO DOMINION BANK | 0.03% | 1.94K | 93K | 0 | 0 |
| Dec 31, 2025 | NOBLE WEALTH MANAGEMENT PBC | 0.05% | 2.99K | 143.01K | 0 | 0 |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.06% | 4.07K | 195K | 0 | 0 |
| Dec 31, 2025 | SILVER OAK SECURITIES, INCORPORATED | 0.07% | 4.45K | 213.17K | 48 | +1.09% |
| Dec 31, 2025 | MCGLONE SUTTNER WEALTH MANAGEMENT, INC. | 0.07% | 4.54K | 217.03K | 0 | 0 |
| Dec 31, 2025 | CALTON & ASSOCIATES, INC. | 0.26% | 17.37K | 830.87K | -252 | -1.43% |
| Dec 31, 2025 | FLOW TRADERS U.S. LLC | 0.34% | 22.67K | 1.08M | 2.46K | +12.16% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.34% | 21.62K | 1.03M | -4.04K | -15.74% |
| Dec 31, 2025 | CULLEN/FROST BANKERS, INC. | 0.38% | 25.88K | 1.24M | 10.18K | +64.78% |
| Dec 31, 2025 | STRATOS WEALTH PARTNERS, LTD. | 0.48% | 30.19K | 1.44M | 44 | +0.15% |
| Dec 31, 2025 | JPMORGAN CHASE & CO | 0.49% | 31.16K | 1.49M | 3.75K | +13.67% |
| Dec 31, 2025 | TD WATERHOUSE CANADA INC. | 0.58% | 36.64K | 1.75M | -5.96K | -14.00% |
| Sep 30, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.11% | 6.39K | 307K | 6.39K | +100.00% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.45% | 25.81K | 1.24M | 6.83K | +35.97% |
| Sep 30, 2025 | PFG INVESTMENTS, LLC | 0.09% | 5.18K | 248.78K | 320 | +6.58% |
| Sep 30, 2025 | SIGMA PLANNING CORP | 0.08% | 4.59K | 220.32K | 4.59K | +100.00% |
| Sep 30, 2025 | SAGESPRING WEALTH PARTNERS, LLC | 90.41% | 5.21M | 5.21M | 0 | 0 |
| Sep 30, 2025 | SILVER OAK SECURITIES, INCORPORATED | 0.08% | 4.4K | 211.1K | 36 | +0.83% |
| Sep 30, 2025 | FMR LLC | 0.03% | 1.45K | 69.6K | -376 | -20.59% |
| Sep 30, 2025 | EASTERN BANK | 0.02% | 1.14K | 54.72K | 0 | 0 |
| Sep 30, 2025 | CORNERSTONE PLANNING GROUP LLC | 0.02% | 1.05K | 50.44K | 1.05K | +100.00% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.02% | 1K | 48.01K | -864 | -46.35% |
| Sep 30, 2025 | SPIRE WEALTH MANAGEMENT | 0.01% | 491 | 23.57K | 82 | +20.05% |
| Sep 30, 2025 | HARBOUR INVESTMENTS, INC. | 0.01% | 344 | 16.51K | -693 | -66.83% |
| Sep 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0% | 97 | 4.66K | 0 | 0 |
| Sep 30, 2025 | ADDISON ADVISORS LLC | 0% | 45 | 2.16K | -65 | -59.09% |
| Sep 30, 2025 | TRADEWINDS CAPITAL MANAGEMENT, LLC | 0% | 9 | 427 | 0 | 0 |
| Sep 30, 2025 | PRINCIPAL SECURITIES, INC. | 0% | 0 | - | -125 | -100.00% |
| Sep 30, 2025 | ASSETMARK, INC | 0% | 0 | - | -1 | -100.00% |
| Sep 30, 2025 | BELLWETHER ADVISORS, LLC | 0% | 0 | - | -1.45K | -100.00% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 2.43% | 139.9K | 6.72M | -30.27K | -17.79% |
| Sep 30, 2025 | SALUS FINANCIAL ADVISORS, LLC | 2.41% | 138.97K | 6.67M | 3.04K | +2.24% |
| Sep 30, 2025 | RESOURCES INVESTMENT ADVISORS, LLC. | 2.33% | 133.94K | 6.43M | 79.84K | +147.60% |
| Sep 30, 2025 | LAKESHORE CAPITAL GROUP, INC. | 1.78% | 102.75K | 4.93M | 9.52K | +10.21% |
| Sep 30, 2025 | JAFFETILCHIN INVESTMENT PARTNERS, LLC | 1.02% | 58.97K | 2.83M | 41.52K | +237.97% |
| Sep 30, 2025 | J.W. COLE ADVISORS, INC. | 0.22% | 12.9K | 618.94K | 4.77K | +58.73% |
| Sep 30, 2025 | VIRTUS WEALTH SOLUTIONS LLC | 0.21% | 12.05K | 578.57K | 78 | +0.65% |
| Sep 30, 2025 | PARK AVENUE SECURITIES LLC | 0.2% | 11.55K | 554K | 11.55K | +100.00% |
| Sep 30, 2025 | UBS GROUP AG | 0.18% | 10.55K | 506.16K | 168 | +1.62% |
| Sep 30, 2025 | HIGH FALLS ADVISORS, INC | 0.12% | 6.63K | 318.43K | 717 | +12.12% |
| Sep 30, 2025 | GRIFFITH & WERNER, INC. | 0.11% | 6.1K | 293.04K | 6.1K | +100.00% |
| Sep 30, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.1% | 5.76K | 276.43K | 5.76K | +100.00% |
| Sep 30, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.1% | 5.66K | 271.62K | 688 | +13.84% |
| Sep 30, 2025 | GLEN EAGLE ADVISORS, LLC | 0.17% | 10.03K | 481.35K | -209 | -2.04% |
| Sep 30, 2025 | SRS CAPITAL ADVISORS, INC. | 8.85% | 509.77K | 23.57M | 509.77K | +100.00% |
| Sep 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 3.78% | 217.34K | 10.43M | -42.24K | -16.27% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 3.09% | 177.96K | 8.54M | 18.89K | +11.88% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 1.78% | 102.38K | 4.91M | 7.84K | +8.30% |
| Sep 30, 2025 | MORGAN STANLEY | 1.12% | 64.56K | 3.1M | 8.13K | +14.40% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.91% | 52.14K | 2.5M | 8K | +18.12% |
| Sep 30, 2025 | MILLINGTON FINANCIAL ADVISORS, LLC | 0.86% | 49.23K | 2.38M | 2.01K | +4.26% |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.33% | 19.25K | 924.14K | -28.34K | -59.55% |
| Sep 30, 2025 | CALTON & ASSOCIATES, INC. | 0.31% | 17.62K | 845.89K | 220 | +1.26% |
| Sep 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.3% | 17.44K | 836.93K | -67.52K | -79.48% |
| Sep 30, 2025 | CULLEN/FROST BANKERS, INC. | 0.27% | 15.71K | 753.9K | -2.01K | -11.37% |
| Sep 30, 2025 | MML INVESTORS SERVICES, LLC | 0.17% | 10.07K | 483.53K | -924 | -8.40% |
| Sep 30, 2025 | NATIONAL BANK OF CANADA /FI/ | 0.14% | 8.19K | 392.66K | 0 | 0 |
| Sep 30, 2025 | NORRIS PERNE & FRENCH LLP/MI | 0.12% | 7.14K | 342.62K | 2.36K | +49.27% |
| Sep 30, 2025 | TD WATERHOUSE CANADA INC. | 0.74% | 42.6K | 2.05M | 8.29K | +24.17% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.67% | 38.83K | 1.86M | 7.48K | +23.85% |
| Sep 30, 2025 | GTS SECURITIES LLC | 0.66% | 38.17K | 1.83M | 38.17K | +100.00% |
| Sep 30, 2025 | VALMARK ADVISERS, INC. | 0.65% | 37.66K | 1.81M | -5.24K | -12.21% |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.18% | 10.21K | 489.88K | 1.16K | +12.86% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.63% | 36.01K | 1.73M | 8.42K | +30.50% |
| Sep 30, 2025 | STRATOS WEALTH PARTNERS, LTD. | 0.52% | 30.15K | 1.45M | -1.23K | -3.90% |
| Sep 30, 2025 | ISLAY CAPITAL MANAGEMENT, LLC | 0.49% | 27.97K | 1.34M | 1.25K | +4.69% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0.48% | 27.61K | 1.33M | 27.61K | +100.00% |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 0.48% | 27.42K | 1.32M | 3K | +12.31% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.45% | 25.66K | 1.23M | 7.51K | +41.40% |
| Sep 30, 2025 | FORONJY FINANCIAL LLC | 0.1% | 5.73K | 275.15K | 582 | +11.30% |
| Sep 30, 2025 | MCGLONE SUTTNER WEALTH MANAGEMENT, INC. | 0.08% | 4.54K | 217.8K | 0 | 0 |
| Sep 30, 2025 | FLOW TRADERS U.S. LLC | 0.35% | 20.21K | 970K | 15.74K | +352.45% |
| Sep 30, 2025 | CAMELOT TECHNOLOGY ADVISORS, INC. | 0.23% | 13.35K | 640.7K | 0 | 0 |
| Sep 30, 2025 | MARSHALL FINANCIAL GROUP LLC | 0.23% | 13.1K | 628.73K | -1.47K | -10.07% |
| Sep 30, 2025 | NWAM LLC | 0.17% | 10.02K | 486.87K | 2.93K | +41.30% |
| Sep 30, 2025 | ADVISER INVESTMENTS LLC | 0.17% | 9.54K | 457.92K | 0 | 0 |
| Sep 30, 2025 | KOVACK ADVISORS, INC. | 0.16% | 9.1K | 436.67K | 2.46K | +37.00% |
| Sep 30, 2025 | JONES FINANCIAL COMPANIES LLLP | 0.16% | 9.02K | 433.57K | 6.04K | +202.21% |
| Sep 30, 2025 | IFP ADVISORS, INC | 0.2% | 11.79K | 565.97K | -4.22K | -26.33% |
| Jun 30, 2025 | GRANT PRIVATE WEALTH MANAGEMENT INC | 0.13% | 7.5K | 354.6K | 7.5K | +100.00% |
| Jun 30, 2025 | SILVER OAK SECURITIES, INCORPORATED | 0.08% | 4.36K | 206.35K | 38 | +0.88% |
| Jun 30, 2025 | FLOW TRADERS U.S. LLC | 0.08% | 4.47K | 211K | -23.77K | -84.18% |
| Jun 30, 2025 | NORRIS PERNE & FRENCH LLP/MI | 0.09% | 4.78K | 226.24K | 277 | +6.15% |
| Jun 30, 2025 | PFG INVESTMENTS, LLC | 0.09% | 4.86K | 230.07K | -213 | -4.20% |
| Jun 30, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.09% | 4.97K | 235.18K | 4.97K | +100.00% |
| Jun 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.16% | 9.04K | 427.84K | -3.44K | -27.55% |
| Jun 30, 2025 | ADVISER INVESTMENTS LLC | 0.17% | 9.54K | 451.34K | 0 | 0 |
| Jun 30, 2025 | MARSHALL FINANCIAL GROUP LLC | 0.26% | 14.56K | 684.79K | -1.93K | -11.70% |
| Jun 30, 2025 | VALMARK ADVISERS, INC. | 0.77% | 42.9K | 2.03M | 1.83K | +4.46% |
| Jun 30, 2025 | MILLINGTON FINANCIAL ADVISORS, LLC | 0.84% | 47.22K | 2.23M | 1.66K | +3.63% |
| Jun 30, 2025 | MORGAN STANLEY | 1.01% | 56.43K | 2.67M | 26.54K | +88.81% |
| Jun 30, 2025 | RETIREFUL, LLC | 1.22% | 68.2K | 3.23M | 68.2K | +100.00% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 1.69% | 94.54K | 4.47M | 2.55K | +2.78% |
| Jun 30, 2025 | VIRTUS WEALTH SOLUTIONS LLC | 0.21% | 11.98K | 566.58K | 7.35K | +159.11% |
| Jun 30, 2025 | PRINCIPAL SECURITIES, INC. | 0% | 125 | 5.92K | 125 | +100.00% |
| Jun 30, 2025 | SPIRE WEALTH MANAGEMENT | 0.01% | 409 | 19.35K | -70 | -14.61% |
| Jun 30, 2025 | HARBOUR INVESTMENTS, INC. | 0.02% | 1.04K | 49.07K | -40 | -3.71% |
| Jun 30, 2025 | EASTERN BANK | 0.02% | 1.14K | 53.93K | 0 | 0 |
| Jun 30, 2025 | BELLWETHER ADVISORS, LLC | 0.03% | 1.45K | 68.74K | 0 | 0 |
| Jun 30, 2025 | ASSET DEDICATION, LLC | 0.03% | 1.68K | 79.34K | 1.68K | +100.00% |
| Jun 30, 2025 | FMR LLC | 0.03% | 1.83K | 86.4M | 158 | +9.47% |
| Jun 30, 2025 | TORONTO DOMINION BANK | 0.03% | 1.94K | 92K | 0 | 0 |
| Jun 30, 2025 | JONES FINANCIAL COMPANIES LLLP | 0.05% | 2.99K | 140.66K | 1.29K | +75.75% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.07% | 4.07K | 193K | 0 | 0 |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.49% | 27.59K | 1.31M | 23.83K | +634.22% |
| Jun 30, 2025 | LAKESHORE CAPITAL GROUP, INC. | 1.66% | 93.23K | 4.41M | -8.95K | -8.76% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0.85% | 47.59K | 2.25M | 47.59K | +100.00% |
| Jun 30, 2025 | SALUS FINANCIAL ADVISORS, LLC | 2.42% | 135.93K | 6.43M | 90.87K | +201.66% |
| Jun 30, 2025 | SAGESPRING WEALTH PARTNERS, LLC | 92.81% | 5.21M | 5.21M | 0 | 0 |
| Jun 30, 2025 | CULLEN/FROST BANKERS, INC. | 0.32% | 17.72K | 838.34K | 2.2K | +14.18% |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.32% | 18.15K | 859K | 1.67K | +10.15% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.34% | 18.98K | 897.84K | 10.64K | +127.55% |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0.44% | 24.41K | 1.15M | 13.56K | +124.97% |
| Jun 30, 2025 | ISLAY CAPITAL MANAGEMENT, LLC | 0.48% | 26.72K | 1.26M | -383 | -1.41% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 2.84% | 159.06K | 7.53M | 17.77K | +12.58% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 3.03% | 170.17K | 8.05M | -879 | -0.51% |
| Jun 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 4.63% | 259.58K | 12.28M | 39.52K | +17.96% |
| Jun 30, 2025 | HIGH FALLS ADVISORS, INC | 0.11% | 5.92K | 279.91K | 5.92K | +100.00% |
| Jun 30, 2025 | ATRIA WEALTH SOLUTIONS, INC. | 0.11% | 6.04K | 286.73K | -450 | -6.94% |
| Jun 30, 2025 | KOVACK ADVISORS, INC. | 0.12% | 6.64K | 314.14K | 194 | +3.01% |
| Jun 30, 2025 | NWAM LLC | 0.13% | 7.09K | 334.23K | 7.09K | +100.00% |
| Jun 30, 2025 | J.W. COLE ADVISORS, INC. | 0.14% | 8.12K | 384.36K | 1.53K | +23.11% |
| Jun 30, 2025 | GLEN EAGLE ADVISORS, LLC | 0.18% | 10.24K | 484.29K | 146 | +1.45% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.56% | 31.35K | 1.48M | 6.89K | +28.19% |
| Jun 30, 2025 | STRATOS WEALTH PARTNERS, LTD. | 0.56% | 31.37K | 1.48M | 3.08K | +10.89% |
| Jun 30, 2025 | TD WATERHOUSE CANADA INC. | 0.61% | 34.31K | 1.62M | 13.94K | +68.44% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.79% | 44.14K | 2.09M | -30.54K | -40.89% |
| Jun 30, 2025 | RESOURCES INVESTMENT ADVISORS, LLC. | 0.96% | 54.09K | 2.56M | 54.09K | +100.00% |
| Jun 30, 2025 | MCGLONE SUTTNER WEALTH MANAGEMENT, INC. | 0.08% | 4.54K | 214.67K | 0 | 0 |
| Jun 30, 2025 | NATIONAL BANK OF CANADA /FI/ | 0.15% | 8.19K | 387.42K | 0 | 0 |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.51% | 84.96K | 4.02M | 34.25K | +67.53% |
| Jun 30, 2025 | UBS GROUP AG | 0.19% | 10.38K | 490.94K | -5.56K | -34.87% |
| Jun 30, 2025 | MML INVESTORS SERVICES, LLC | 0.2% | 11K | 520K | 1.3K | +13.37% |
| Jun 30, 2025 | 0.09% | 5.15K | 243.62K | 5.15K | +100.00% | |
| Jun 30, 2025 | GGM FINANCIALS LLC | 0.21% | 11.98K | 566.58K | 11.98K | +100.00% |
| Jun 30, 2025 | CAMELOT TECHNOLOGY ADVISORS, INC. | 0.24% | 13.35K | 631.49K | 0 | 0 |
| Jun 30, 2025 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.26% | 14.68K | 694.48K | -433 | -2.87% |
| Jun 30, 2025 | IFP ADVISORS, INC | 0.29% | 16.01K | 757.28K | -266 | -1.63% |
| Jun 30, 2025 | CALTON & ASSOCIATES, INC. | 0.31% | 17.4K | 823.35K | 199 | +1.16% |
| Jun 30, 2025 | JAFFETILCHIN INVESTMENT PARTNERS, LLC | 0.31% | 17.45K | 825.5K | 17.45K | +100.00% |
| Jun 30, 2025 | FORONJY FINANCIAL LLC | 0.09% | 5.15K | 243.62K | 5.15K | +100.00% |
| Mar 31, 2025 | STRATOS WEALTH PARTNERS, LTD. | 0.54% | 28.29K | 1.33M | 12.95K | +84.42% |
| Mar 31, 2025 | ADVISORY SERVICES NETWORK, LLC | 0.12% | 6.18K | 290.24K | -6.23K | -50.19% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.22% | 11.52K | 540.84K | 4.98K | +76.15% |
| Mar 31, 2025 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.29% | 15.11K | 709.66K | 124 | +0.83% |
| Mar 31, 2025 | MORGAN STANLEY | 0.57% | 29.89K | 1.4M | -21.76K | -42.13% |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.96% | 50.71K | 2.38M | -897 | -1.74% |
| Mar 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.24% | 12.48K | 586.14K | 3.04K | +32.24% |
| Mar 31, 2025 | HOXTON PLANNING & MANAGEMENT, LLC | 0.11% | 5.7K | 267.77K | 5.7K | +100.00% |
| Mar 31, 2025 | KOVACK ADVISORS, INC. | 0.12% | 6.45K | 302.7K | 214 | +3.43% |
| Mar 31, 2025 | ATRIA WEALTH SOLUTIONS, INC. | 0.12% | 6.49K | 305.88K | -150 | -2.26% |
| Mar 31, 2025 | J.W. COLE ADVISORS, INC. | 0.13% | 6.6K | 309.9K | 657 | +11.06% |
| Mar 31, 2025 | GLEN EAGLE ADVISORS, LLC | 0.19% | 10.09K | 473.87K | 0 | 0 |
| Mar 31, 2025 | 0.06% | 2.99K | 140.41K | -450 | -13.08% | |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 1.42% | 74.68K | 3.51M | -16.48K | -18.08% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 1.74% | 91.98K | 4.32M | -7.68K | -7.71% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.07% | 3.76K | 176.61K | -20.59K | -84.56% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.08% | 4.07K | 191K | 519 | +14.63% |
| Mar 31, 2025 | SIGMA PLANNING CORP | 0.08% | 4.31K | 202.21K | -1.02K | -19.20% |
| Mar 31, 2025 | SILVER OAK SECURITIES, INCORPORATED | 0.08% | 4.32K | 202.49K | 4.32K | +100.00% |
| Mar 31, 2025 | NORRIS PERNE & FRENCH LLP/MI | 0.09% | 4.51K | 211.56K | -4.55K | -50.25% |
| Mar 31, 2025 | MCGLONE SUTTNER WEALTH MANAGEMENT, INC. | 0.09% | 4.54K | 213.08K | -26 | -0.57% |
| Mar 31, 2025 | PFG INVESTMENTS, LLC | 0.1% | 5.08K | 238.38K | -55 | -1.07% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 2.68% | 141.29K | 6.64M | -17.15K | -10.82% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 3.24% | 171.05K | 8.03M | -748 | -0.44% |
| Mar 31, 2025 | CULLEN/FROST BANKERS, INC. | 0.29% | 15.52K | 728.77K | 649 | +4.36% |
| Mar 31, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.13% | 6.66K | 314K | 0 | 0 |
| Mar 31, 2025 | NATIONAL BANK OF CANADA /FI/ | 0.16% | 8.19K | 384.23K | -1.38K | -14.42% |
| Mar 31, 2025 | PARK AVENUE SECURITIES LLC | 0.21% | 10.99K | 516K | -2.07K | -15.84% |
| Mar 31, 2025 | CAMELOT TECHNOLOGY ADVISORS, INC. | 0.25% | 13.35K | 626.82K | -164 | -1.21% |
| Mar 31, 2025 | UBS GROUP AG | 0.3% | 15.93K | 748.21K | -397 | -2.43% |
| Mar 31, 2025 | IFP ADVISORS, INC | 0.31% | 16.27K | 764.17K | 2 | +0.01% |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.16% | 8.34K | 391.65K | 8.34K | +100.00% |
| Mar 31, 2025 | ADVISER INVESTMENTS LLC | 0.18% | 9.54K | 448K | 0 | 0 |
| Mar 31, 2025 | MML INVESTORS SERVICES, LLC | 0.18% | 9.7K | 456K | 139 | +1.45% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.31% | 16.47K | 774K | 2.21K | +15.52% |
| Mar 31, 2025 | MARSHALL FINANCIAL GROUP LLC | 0.31% | 16.49K | 774.55K | -225 | -1.35% |
| Mar 31, 2025 | CALTON & ASSOCIATES, INC. | 0.33% | 17.2K | 807.92K | 195 | +1.15% |
| Mar 31, 2025 | FLOW TRADERS U.S. LLC | 0.54% | 28.24K | 1.33M | -24.1K | -46.04% |
| Mar 31, 2025 | VALMARK ADVISERS, INC. | 0.78% | 41.07K | 1.93M | -1.31K | -3.09% |
| Mar 31, 2025 | MILLINGTON FINANCIAL ADVISORS, LLC | 0.86% | 45.56K | 2.08M | 2.16K | +4.98% |
| Mar 31, 2025 | TD WATERHOUSE CANADA INC. | 0.39% | 20.37K | 958.16K | 18.39K | +926.66% |
| Mar 31, 2025 | ISLAY CAPITAL MANAGEMENT, LLC | 0.51% | 27.1K | 1.27M | 10.8K | +66.21% |
| Mar 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 4.17% | 220.06K | 10.33M | 15.21K | +7.43% |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0.21% | 10.85K | 509.58K | -14.88K | -57.82% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.46% | 24.46K | 1.15M | 5.32K | +27.81% |
| Mar 31, 2024 | ATRIA WEALTH SOLUTIONS, INC. | 0.17% | 7.79K | 363.24K | -115 | -1.46% |
| Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.17% | 7.9K | 367.54K | 2.94K | +59.07% |
| Mar 31, 2024 | NATIONAL BANK OF CANADA /FI/ | 0.18% | 8.4K | 384.51K | 2K | +31.25% |
| Mar 31, 2024 | PARK AVENUE SECURITIES LLC | 0.19% | 8.72K | 405K | 3.43K | +64.78% |
| Mar 31, 2024 | MML INVESTORS SERVICES, LLC | 0.2% | 9.39K | 437K | -1.04K | -9.97% |
| Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.28% | 13.28K | 618K | -96 | -0.72% |
| Mar 31, 2024 | CAMELOT TECHNOLOGY ADVISORS, INC. | 0.31% | 14.18K | 659.55K | 594 | +4.37% |
| Mar 31, 2024 | ISLAY CAPITAL MANAGEMENT, LLC | 0.31% | 14.29K | 664.58K | -1.64K | -10.29% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.33% | 15.88K | 738.44K | -18.22K | -53.44% |
| Mar 31, 2024 | JANE STREET GROUP, LLC | 0.96% | 46.02K | 2.14M | -22.77K | -33.10% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 0.5% | 24.14K | 1.12M | -9.26K | -27.73% |
| Mar 31, 2024 | MILLINGTON FINANCIAL ADVISORS, LLC | 0.66% | 30.25K | 1.41M | 1.26K | +4.36% |
| Mar 31, 2024 | VALMARK ADVISERS, INC. | 0.85% | 39.09K | 1.82M | 26 | +0.07% |
| Mar 31, 2024 | GEOWEALTH MANAGEMENT, LLC | 2.9% | 133.82K | 6.22M | 1.43K | +1.08% |
| Mar 31, 2024 | KESTRA ADVISORY SERVICES, LLC | 2.92% | 134.79K | 6.27M | 117.93K | +699.78% |
| Mar 31, 2024 | BANK OF MONTREAL /CAN/ | 0.01% | 660 | 30.69K | 660 | +100.00% |
| Mar 31, 2024 | TORONTO DOMINION BANK | 0.04% | 1.94K | 90.4K | 0 | 0 |
| Mar 31, 2024 | DAVIS CAPITAL MANAGEMENT | 0% | 0 | - | -1 | -100.00% |
| Mar 31, 2024 | SIGMA PLANNING CORP | 0.11% | 5.22K | 242.51K | 5.22K | +100.00% |
| Mar 31, 2024 | NORRIS PERNE & FRENCH LLP/MI | 0.18% | 8.19K | 380.98K | 1.08K | +15.10% |
| Mar 31, 2024 | STRATOS WEALTH PARTNERS, LTD. | 0.2% | 9.17K | 426.42K | 9.17K | +100.00% |
| Mar 31, 2024 | ADVISER INVESTMENTS LLC | 0.25% | 11.55K | 536.98K | -730 | -5.95% |
| Mar 31, 2024 | UBS GROUP AG | 0.39% | 18.75K | 871.64K | 6.93K | +58.61% |
| Mar 31, 2024 | FMR LLC | 0.05% | 2.23K | 103.67K | 2.2K | +8,473.08% |
| Mar 31, 2024 | TD WATERHOUSE CANADA INC. | 0.06% | 2.77K | 127.61K | -2.1K | -43.08% |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.07% | 3.42K | 159K | -2 | -0.06% |
| Mar 31, 2024 | CULLEN/FROST BANKERS, INC. | 0.07% | 3.33K | 154.91K | 3.33K | +100.00% |
| Mar 31, 2024 | J.W. COLE ADVISORS, INC. | 0.12% | 5.52K | 256.74K | 50 | +0.91% |
| Mar 31, 2024 | CITADEL ADVISORS LLC | 0.12% | 5.98K | 277.84K | 5.98K | +100.00% |
| Mar 31, 2024 | THRIVENT FINANCIAL FOR LUTHERANS | 0.16% | 7.58K | 352K | -9.69K | -56.10% |
| Mar 31, 2024 | COMERICA BANK | 0.01% | 589 | 27.39K | -2.08K | -77.93% |
| Mar 31, 2024 | OMNISTAR FINANCIAL GROUP, INC. | 0.28% | 13.08K | 608.41K | 13.08K | +100.00% |
| Mar 31, 2024 | CALTON & ASSOCIATES, INC. | 0.29% | 13.28K | 617.69K | 7.72K | +138.88% |
| Mar 31, 2024 | ADVISORY SERVICES NETWORK, LLC | 0.29% | 13.51K | 628.42K | 810 | +6.38% |
| Mar 31, 2024 | MORGAN STANLEY | 0.32% | 15.29K | 710.8K | 2.05K | +15.52% |
| Mar 31, 2024 | HOXTON PLANNING & MANAGEMENT, LLC | 0.48% | 22.16K | 1.03M | -8.06K | -26.68% |
| Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.48% | 22.23K | 1.03M | 22.23K | +100.00% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 1.35% | 64.68K | 3.01M | 6.6K | +11.36% |
| Mar 31, 2024 | SILVER OAK SECURITIES, INCORPORATED | 0% | 0 | - | -13.08K | -100.00% |
| Mar 31, 2024 | PRINCIPAL SECURITIES, INC. | 0% | 0 | - | -62 | -100.00% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0% | 1 | 46 | 1 | +100.00% |
| Mar 31, 2024 | BALDWIN BROTHERS LLC/MA | 0.01% | 500 | 23.25K | 0 | 0 |
| Mar 31, 2024 | OLD MISSION CAPITAL LLC | 0% | 0 | - | -4.48K | -100.00% |
| Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1.44% | 69.09K | 3.21M | 25.43K | +58.26% |
| Mar 31, 2024 | LPL FINANCIAL LLC | 1.73% | 82.86K | 3.85M | -6.11K | -6.87% |
| Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 2.8% | 133.91K | 6.23M | 21.46K | +19.09% |
| Mar 31, 2024 | LINCOLN NATIONAL CORP | 0.32% | 14.96K | 695.81K | 5.36K | +55.81% |
| Mar 31, 2024 | MAS ADVISORS LLC | 0.11% | 4.95K | 230.18K | 0 | 0 |
| Mar 31, 2024 | MCGLONE SUTTNER WEALTH MANAGEMENT, INC. | 0.11% | 5.05K | 234.76K | 0 | 0 |
| Mar 31, 2024 | AVANTAX ADVISORY SERVICES, INC. | 0.12% | 5.31K | 247.02K | -956 | -15.25% |
| Mar 31, 2024 | 0.16% | 7.33K | 340.89K | 7.33K | +100.00% | |
| Dec 31, 2023 | BALDWIN BROTHERS LLC/MA | 0.01% | 500 | 23.51K | 0 | 0 |
| Dec 31, 2023 | MAS ADVISORS LLC | 0.11% | 4.95K | 232.72K | 0 | 0 |
| Dec 31, 2023 | CETERA INVESTMENT ADVISERS | 0.11% | 4.97K | 233.61K | -1.39K | -21.81% |
| Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.3% | 13.38K | 629K | 854 | +6.82% |
| Dec 31, 2023 | SILVER OAK SECURITIES, INCORPORATED | 0.29% | 13.08K | 614.82K | 9.57K | +272.99% |
| Dec 31, 2023 | ADVISORY SERVICES NETWORK, LLC | 0.28% | 12.7K | 597.27K | 343 | +2.77% |
| Dec 31, 2023 | ADVISER INVESTMENTS LLC | 0.27% | 12.28K | 577.25K | -2.14K | -14.85% |
| Dec 31, 2023 | UBS GROUP AG | 0.26% | 11.82K | 555.62K | -2.75K | -18.85% |
| Dec 31, 2023 | MML INVESTORS SERVICES, LLC | 0.23% | 10.43K | 490K | 535 | +5.41% |
| Dec 31, 2023 | LINCOLN NATIONAL CORP | 0.21% | 9.6K | 451.51K | 9.6K | +100.00% |
| Dec 31, 2023 | ATRIA WEALTH SOLUTIONS, INC. | 0.18% | 7.9K | 371.42K | -400 | -4.82% |
| Dec 31, 2023 | NORRIS PERNE & FRENCH LLP/MI | 0.16% | 7.12K | 334.65K | 1.54K | +27.70% |
| Dec 31, 2023 | NATIONAL BANK OF CANADA /FI/ | 0.14% | 6.4K | 298.73K | 6.4K | +100.00% |
| Dec 31, 2023 | AVANTAX ADVISORY SERVICES, INC. | 0.14% | 6.27K | 294.7K | 68 | +1.10% |
| Dec 31, 2023 | MCGLONE SUTTNER WEALTH MANAGEMENT, INC. | 0.11% | 5.05K | 237.36K | -1.04K | -17.09% |
| Dec 31, 2023 | PARK AVENUE SECURITIES LLC | 0.12% | 5.29K | 249K | 5.29K | +100.00% |
| Dec 31, 2023 | J.W. COLE ADVISORS, INC. | 0.12% | 5.47K | 257.24K | -577 | -9.54% |
| Dec 31, 2023 | MORGAN STANLEY | 0.3% | 13.23K | 622.15K | -1.46K | -9.92% |
| Dec 31, 2023 | KESTRA ADVISORY SERVICES, LLC | 0.38% | 16.85K | 792.36K | 3.22K | +23.63% |
| Dec 31, 2023 | ISLAY CAPITAL MANAGEMENT, LLC | 0.36% | 15.93K | 749.04K | -8.93K | -35.91% |
| Dec 31, 2023 | THRIVENT FINANCIAL FOR LUTHERANS | 0.39% | 17.26K | 812K | 1.38K | +8.67% |
| Dec 31, 2023 | IFP ADVISORS, INC | 0.44% | 19.65K | 923.88K | -4.47K | -18.53% |
| Dec 31, 2023 | MILLINGTON FINANCIAL ADVISORS, LLC | 0.65% | 28.99K | 1.36M | -4.71K | -13.97% |
| Dec 31, 2023 | HOXTON PLANNING & MANAGEMENT, LLC | 0.67% | 30.22K | 1.42M | 2.57K | +9.28% |
| Dec 31, 2023 | JPMORGAN CHASE & CO | 0.75% | 33.4K | 1.57M | 4.91K | +17.25% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.76% | 34.1K | 1.6M | -4.58K | -11.84% |
| Dec 31, 2023 | VALMARK ADVISERS, INC. | 0.87% | 39.07K | 1.84M | 968 | +2.54% |
| Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.98% | 43.66K | 2.05M | -9.4K | -17.71% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 1.3% | 58.08K | 2.73M | 8.43K | +16.97% |
| Dec 31, 2023 | JANE STREET GROUP, LLC | 1.54% | 68.79K | 3.23M | -59.13K | -46.23% |
| Dec 31, 2023 | LPL FINANCIAL LLC | 1.99% | 88.97K | 4.18M | -2.97K | -3.23% |
| Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 2.51% | 112.45K | 5.29M | 46.64K | +70.87% |
| Dec 31, 2023 | GEOWEALTH MANAGEMENT, LLC | 2.96% | 132.4K | 6.23M | 29.77K | +29.01% |
| Dec 31, 2023 | DAVIS CAPITAL MANAGEMENT | 0% | 1 | 47 | 1 | +100.00% |
| Dec 31, 2023 | FMR LLC | 0% | 26 | 1.21K | -2.42K | -98.94% |
| Dec 31, 2023 | HARBOUR INVESTMENTS, INC. | 0.03% | 1.13K | 53.22K | 532 | +88.67% |
| Dec 31, 2023 | TORONTO DOMINION BANK | 0.04% | 1.94K | 91.4K | 0 | 0 |
| Dec 31, 2023 | COMERICA BANK | 0.06% | 2.67K | 125.48K | -3.15K | -54.13% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.08% | 3.42K | 161K | 0 | 0 |
| Dec 31, 2023 | CALTON & ASSOCIATES, INC. | 0.12% | 5.56K | 261.44K | 5.56K | +100.00% |
| Dec 31, 2023 | OLD MISSION CAPITAL LLC | 0.1% | 4.48K | 210.53K | -1.59K | -26.22% |
| Dec 31, 2023 | 0% | 62 | 2.92K | 62 | +100.00% |