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

Who are the major shareholders selling First Trust Japan AlphaDEX Fund stock?

AE WEALTH MANAGEMENT LLC, in the last quarter, reduced its stake in FJP by -8.86% restricting it's holding to 15.9 thousand shares of worth nearly $1.21M. HIGHTOWER ADVISORS, LLC also lessened -48.35% of the FJP shares from its portfolio, reducing its holding to 18.68 thousand shares of worth $1.43M. MORGAN STANLEY also shunned FJP shares holding by -1.02% last quarter which brought its holding to 241.1 thousand shares worth $18.40M.

Investors who are buying FJP stock?

As per its latest 13F filing, RATHBONES GROUP PLC increased its stake in FJP by 1.1% in the last quarter. The institutional holder raised its holding to 97.28 thousand shares having worth more than $7.43M. CETERA INVESTMENT ADVISERS also added 3.94% more shares of FJP to its portfolio, raising its holding to 129.23 thousand shares of worth $9.86M. FSB PREMIER WEALTH MANAGEMENT, INC. also increased its FJP shares holding by 1.69% which brought its holding to 3.5 thousand shares worth $266.82K.

FJP's major insiders: who are they?

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

Did an insider recently sell FJP stock?

Company executives, directors, and other insiders own N/A percent of First Trust Japan AlphaDEX Fund's stock. Within the last six months, there have been 0 transaction(s) in which FJP insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased FJP stock?

There have been 0 transaction(s) during the past 6-months in which First Trust Japan AlphaDEX Fund insiders have bought stock, totalling 0 shares

How much of FJP does insiders own?

Around 0 First Trust Japan AlphaDEX Fund shares are held by insiders, which represents about N/A of FJP stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FJP?

RATHBONES GROUP PLC is the largest institutional owner in FJP which holds 97.28 thousand shares worth $7.43M or 2.87% of the total FJP shares outstanding followed by CETERA INVESTMENT ADVISERS with ownership of 129.23 thousand shares representing 3.81% of the FJP ownership. FSB PREMIER WEALTH MANAGEMENT, INC. is the third largest stakeholder with 3.5 thousand shares or 0.1% of the ownership worth more than $266.82K.

Is First Trust Japan AlphaDEX Fund 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 FJP is concerned, it is a stock which is optionable.

Is there a short position on FJP's shares?

Number of FJP 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 FJP shares are there?

As of today, null shares of FJP are outstanding.

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

FJP 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 FJP is null.

First Trust Japan AlphaDEX Fund (FJP) 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

OptionableYes

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. RATHBONES GROUP PLC is the top corporate investor, holding 97.28K shares valued at $7.43M. A 2.87% stake in First Trust Japan AlphaDEX Fund is owned by the company. CETERA INVESTMENT ADVISERS owns 129.23K shares valued at $9.86M, which translates its holding of 3.81% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	RATHBONES GROUP PLC	2.87%	97.28K	7.43M	1.06K	+1.10%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	3.81%	129.23K	9.86M	4.9K	+3.94%
Jun 30, 2026	FSB PREMIER WEALTH MANAGEMENT, INC.	0.1%	3.5K	266.82K	58	+1.69%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.91%	30.81K	2.35M	30.81K	+100.00%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.47%	15.9K	1.21M	-1.55K	-8.86%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.47%	15.84K	1.21M	304	+1.96%
Jun 30, 2026	SNOWDEN CAPITAL ADVISORS LLC	0.43%	14.64K	1.12M	422	+2.97%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.48%	16.32K	1.25M	183	+1.13%
Jun 30, 2026	IFG ADVISORY, LLC	0.3%	10.14K	774.04K	10.14K	+100.00%
Jun 30, 2026	IAMS WEALTH MANAGEMENT, LLC	0.23%	7.83K	597.71K	225	+2.96%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.22%	7.51K	573.2K	0	0
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	7.34K	560.49K	1.45K	+24.65%
Jun 30, 2026	TWO SIGMA SECURITIES, LLC	0.11%	3.63K	277.29K	3.63K	+100.00%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.2%	6.7K	511.36K	1.64K	+32.41%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	6.68K	509.78K	1.6K	+31.40%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.55%	18.68K	1.43M	-17.49K	-48.35%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.7%	23.89K	1.82M	1.78K	+8.07%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	6.63%	224.64K	17.15M	5.85K	+2.67%
Jun 30, 2026	MORGAN STANLEY	7.11%	241.1K	18.4M	-2.48K	-1.02%
Jun 30, 2026	TRIAD WEALTH PARTNERS, LLC	0.08%	2.8K	208.72K	-4.37K	-60.97%
Jun 30, 2026	MARINER, LLC	0.08%	2.87K	218.64K	-332	-10.38%
Jun 30, 2026	BFI INFINITY LTD.	0.09%	2.97K	226.53K	0	0
Jun 30, 2026	NOVEM GROUP	0.09%	3.05K	232.72K	115	+3.92%
Jun 30, 2026	ABLE FINANCIAL GROUP, LLC	0.09%	3.13K	238.75K	-97	-3.01%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.09%	3.17K	241.92K	324	+11.39%
Jun 30, 2026	MGO ONE SEVEN LLC	0.1%	3.24K	247.22K	0	0
Jun 30, 2026	RFG ADVISORY, LLC	0.1%	3.38K	257.65K	-267	-7.33%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.1%	3.49K	266.36K	-168	-4.59%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.15%	5.12K	390.64K	383	+8.09%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.17%	5.62K	428.64K	-1.25K	-18.19%
Jun 30, 2026	COTTONWOOD CAPITAL ADVISORS, LLC	0.24%	8.21K	626.25K	-95	-1.14%
Jun 30, 2026	NEWEDGE WEALTH, LLC	0.31%	10.46K	798.54K	-527	-4.80%
Jun 30, 2026	HBW ADVISORY SERVICES LLC	0.34%	11.41K	870.72K	2.21K	+23.97%
Jun 30, 2026	AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP	0.34%	11.41K	870.87K	-400	-3.39%
Jun 30, 2026	ONEASCENT FINANCIAL SERVICES LLC	0.38%	12.88K	983.37K	161	+1.27%
Jun 30, 2026	LPL FINANCIAL LLC	8.4%	284.74K	21.73M	24.47K	+9.40%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.4%	13.48K	1.03M	31	+0.23%
Jun 30, 2026	CORECAP ADVISORS, LLC	0.43%	14.64K	1.12M	85	+0.58%
Jun 30, 2026	STIFEL FINANCIAL CORP	1.12%	38.07K	2.91M	927	+2.50%
Jun 30, 2026	BENJAMIN EDWARDS INC	1.16%	39.2K	2.99M	1.55K	+4.12%
Jun 30, 2026	HOLISTIC FINANCIAL PARTNERS	1.23%	41.74K	3.19M	-27.51K	-39.73%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.56%	52.88K	4.05M	-1.14K	-2.10%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.61%	20.56K	1.57M	394	+1.95%
Jun 30, 2026	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.66%	22.4K	1.71M	-4.42K	-16.48%
Jun 30, 2026	CITADEL ADVISORS LLC	0.84%	28.64K	2.19M	10.14K	+54.86%
Jun 30, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.14%	4.74K	361.85K	4.74K	+100.00%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.12%	3.99K	304.23K	365	+10.08%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.72%	24.32K	1.86M	-964	-3.81%
Jun 30, 2026	COPPELL ADVISORY SOLUTIONS LLC	1.03%	34.84K	3.99K	34.84K	+100.00%
Jun 30, 2026	BLUECHIP WEALTH ADVISORS LLC	0.12%	4.08K	311.02K	0	0
Jun 30, 2026	LASALLE ST. INVESTMENT ADVISORS, LLC	0.12%	4.23K	322.47K	-21	-0.49%
Jun 30, 2026	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.13%	4.28K	326.5K	188	+4.60%
Jun 30, 2026	SIMPLICITY WEALTH,LLC	0.15%	5.08K	387.99K	5.08K	+100.00%
Jun 30, 2026	GATEWAY WEALTH PARTNERS, LLC	0.68%	23.22K	1.77M	-14.53K	-38.49%
Jun 30, 2026	IFP ADVISORS, INC	0.7%	23.79K	1.82M	-1.15K	-4.59%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.62%	54.89K	4.19M	-4.05K	-6.87%
Jun 30, 2026	GUILD INVESTMENT MANAGEMENT, INC.	1.68%	56.99K	4.35M	56.99K	+100.00%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	2.5%	84.74K	6.47M	73.26K	+637.67%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.8%	94.79K	7.23M	6.81K	+7.74%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	21.37%	724.63K	55.31M	-11.11K	-1.51%
Jun 30, 2026	ASSETMARK, INC	2.75%	93.08K	7.1M	6.93K	+8.04%
Mar 31, 2026	BENJAMIN EDWARDS INC	1.11%	37.64K	2.74M	2.69K	+7.70%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.59%	87.98K	6.39M	46.19K	+110.53%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.74%	25.28K	1.84M	859	+3.52%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.31%	10.53K	764.15K	-1.35K	-11.33%
Mar 31, 2026	NEWEDGE WEALTH, LLC	0.32%	10.99K	797.77K	4	+0.04%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.34%	11.49K	859.02K	-278	-2.36%
Mar 31, 2026	AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP	0.35%	11.81K	857.41K	0	0
Mar 31, 2026	ONEASCENT FINANCIAL SERVICES LLC	0.37%	12.72K	923.69K	-964	-7.04%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.4%	13.45K	976K	411	+3.15%
Mar 31, 2026	US BANCORP \DE\	0.46%	15.49K	1.12M	-1.29K	-7.70%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.51%	17.44K	1.27M	-2.09K	-10.69%
Mar 31, 2026	CITADEL ADVISORS LLC	0.54%	18.49K	1.34M	10.47K	+130.45%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.59%	20.17K	1.46M	-987	-4.67%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.65%	22.11K	1.61M	2.79K	+14.44%
Mar 31, 2026	IFP ADVISORS, INC	0.73%	24.94K	1.81M	1.05K	+4.41%
Mar 31, 2026	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.79%	26.82K	1.95M	-3.36K	-11.14%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	1.06%	36.16K	2.63M	5.5K	+17.92%
Mar 31, 2026	STIFEL FINANCIAL CORP	1.09%	37.14K	2.7M	14.56K	+64.47%
Mar 31, 2026	GATEWAY WEALTH PARTNERS, LLC	1.11%	37.75K	2.74M	18.79K	+99.11%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.59%	54.01K	3.96M	-38.13K	-41.38%
Mar 31, 2026	PINNACLE FAMILY ADVISORS, LLC	0.11%	3.74K	271.68K	-108	-2.81%
Mar 31, 2026	BLUECHIP WEALTH ADVISORS LLC	0.12%	4.08K	295.85K	358	+9.63%
Mar 31, 2026	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.12%	4.09K	296.9K	120	+3.02%
Mar 31, 2026	LASALLE ST. INVESTMENT ADVISORS, LLC	0.12%	4.25K	308.3K	-27	-0.63%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.14%	4.74K	343.76K	4.74K	+100.00%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.15%	5.06K	367.39K	603	+13.53%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.46%	15.54K	1.13M	-701	-4.32%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.73%	58.94K	4.28M	6.06K	+11.46%
Mar 31, 2026	HOLISTIC FINANCIAL PARTNERS	2.04%	69.25K	5.03M	1.78K	+2.63%
Mar 31, 2026	RFG ADVISORY, LLC	0.12%	3.64K	264.5K	3.64K	+100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.12%	3.66K	265.55K	-69	-1.85%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	5.08K	369.03K	5.08K	+100.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	5.89K	427.72K	1.98K	+50.67%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.2%	6.87K	498.4K	-154	-2.19%
Mar 31, 2026	TRIAD WEALTH PARTNERS, LLC	0.21%	7.17K	520.47K	-133	-1.82%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.22%	7.51K	545.21K	160	+2.18%
Mar 31, 2026	IAMS WEALTH MANAGEMENT, LLC	0.22%	7.61K	552.22K	-1.01K	-11.68%
Mar 31, 2026	ASSETMARK, INC	2.53%	86.15K	6.25M	-748	-0.86%
Mar 31, 2026	RATHBONES GROUP PLC	2.83%	96.23K	6.99M	-9.09K	-8.63%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	6.44%	218.79K	15.88M	3.1K	+1.44%
Mar 31, 2026	MORGAN STANLEY	7.16%	243.58K	17.68M	-28.33K	-10.42%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	21.64%	735.73K	53.41M	297	+0.04%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.05%	1.52K	110.13K	1.52K	+100.00%
Mar 31, 2026	ICAPITAL WEALTH LLC	0.09%	2.8K	203K	2.8K	+100.00%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.09%	2.85K	206.6K	2.85K	+100.00%
Mar 31, 2026	NOVEM GROUP	0.1%	2.93K	213.03K	2.93K	+100.00%
Mar 31, 2026	BFI INFINITY LTD.	0.1%	2.97K	215.48K	2.97K	+100.00%
Mar 31, 2026	MARINER, LLC	0.1%	3.2K	232.1K	-27	-0.84%
Mar 31, 2026	ABLE FINANCIAL GROUP, LLC	0.1%	3.23K	234.14K	-308	-8.72%
Mar 31, 2026	MGO ONE SEVEN LLC	0.11%	3.24K	235.15K	3.24K	+100.00%
Mar 31, 2026	FSB PREMIER WEALTH MANAGEMENT, INC.	0.11%	3.44K	249.63K	-413	-10.72%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.12%	3.62K	262.89K	242	+7.16%
Mar 31, 2026	SNOWDEN CAPITAL ADVISORS LLC	0.42%	14.22K	1.03M	-95	-0.66%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.43%	14.55K	1.06M	14.55K	+100.00%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.47%	16.14K	1.17M	-1.43K	-8.16%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	3.66%	124.33K	9.03M	4.9K	+4.11%
Mar 31, 2026	LPL FINANCIAL LLC	7.66%	260.26K	18.89M	20.15K	+8.39%
Mar 31, 2026	COTTONWOOD CAPITAL ADVISORS, LLC	0.24%	8.3K	602.58K	-96	-1.14%
Mar 31, 2026	HBW ADVISORY SERVICES LLC	0.27%	9.2K	668.07K	629	+7.34%
Mar 31, 2026		0.27%	9.34K	678.23K	3.6K	+62.67%
Mar 31, 2026	JANE STREET GROUP, LLC	0.29%	9.91K	719.54K	9.91K	+100.00%
Mar 31, 2026	CONCORDE ASSET MANAGEMENT, LLC	0.78%	26.41K	1.92M	1.09K	+4.29%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.43%	11.77K	790.37K	-289	-2.40%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.43%	11.87K	797.33K	1.17K	+10.92%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.12%	3.38K	226.98K	182	+5.69%
Dec 31, 2025	BAROMETER CAPITAL MANAGEMENT INC.	0.12%	3.4K	274.52K	-1.1K	-24.44%
Dec 31, 2025	ABLE FINANCIAL GROUP, LLC	0.12%	3.53K	237.33K	-23	-0.65%
Dec 31, 2025	BLUECHIP WEALTH ADVISORS LLC	0.12%	3.72K	249.69K	0	0
Dec 31, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	1.09%	30.18K	2.03M	144	+0.48%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.21%	92.15K	6.32M	-791	-0.85%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.5%	41.79K	2.81M	-679	-1.60%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	4.31%	119.43K	8.02M	9.67K	+8.81%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.64%	17.85K	1.2M	17.85K	+100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.16%	4.46K	299.43K	317	+7.66%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	26.57%	735.44K	49.4M	-5.14K	-0.69%
Dec 31, 2025	ROYAL BANK OF CANADA	0.02%	509	34K	60	+13.36%
Dec 31, 2025	TSFG, LLC	0.05%	1.33K	89K	12	+0.91%
Dec 31, 2025	TUCKER ASSET MANAGEMENT LLC	0.06%	1.92K	128.64K	-191	-9.07%
Dec 31, 2025	LASALLE ST. INVESTMENT ADVISORS, LLC	0.15%	4.27K	287K	-6	-0.14%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.45%	13.04K	876K	-435	-3.23%
Dec 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.49%	13.69K	919.42K	83	+0.61%
Dec 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.52%	14.31K	961.47K	-1.05K	-6.84%
Dec 31, 2025	US BANCORP \DE\	0.58%	16.78K	1.13M	7.95K	+89.93%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.59%	16.24K	1.09M	922	+6.02%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.76%	21.16K	1.42M	-67	-0.32%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.61%	17.57K	1.18M	-501	-2.77%
Dec 31, 2025	GATEWAY WEALTH PARTNERS, LLC	0.68%	18.96K	1.27M	1.93K	+11.30%
Dec 31, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.29%	8.4K	564K	114	+1.38%
Dec 31, 2025	HBW ADVISORY SERVICES LLC	0.3%	8.57K	575.89K	8.57K	+100.00%
Dec 31, 2025	IAMS WEALTH MANAGEMENT, LLC	0.3%	8.61K	578.56K	-1.11K	-11.43%
Dec 31, 2025	NEWEDGE WEALTH, LLC	0.38%	10.99K	737.89K	-208	-1.86%
Dec 31, 2025	AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP	0.41%	11.81K	794.42K	-40	-0.34%
Dec 31, 2025	ASSETMARK, INC	3.02%	86.9K	5.84M	1.73K	+2.03%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.13%	3.73K	250.39K	-8	-0.21%
Dec 31, 2025	FSB PREMIER WEALTH MANAGEMENT, INC.	0.13%	3.85K	258.69K	-105	-2.65%
Dec 31, 2025	PINNACLE FAMILY ADVISORS, LLC	0.14%	3.85K	258.6K	-78	-1.99%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	3.91K	262.67K	-1.05K	-21.20%
Dec 31, 2025	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.14%	3.97K	266.7K	120	+3.12%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.14%	4.01K	269.37K	-232	-5.47%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.69%	19.32K	1.3M	1.66K	+9.41%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.71%	19.53K	1.31M	-1.38K	-6.60%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.81%	22.58K	1.52M	7.2K	+46.82%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.87%	24.42K	1.64M	952	+4.06%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.02%	30.67K	2.06M	7.22K	+30.77%
Dec 31, 2025	BENJAMIN EDWARDS INC	1.22%	34.95K	2.35M	6.81K	+24.19%
Dec 31, 2025	CONCORDE ASSET MANAGEMENT, LLC	0.91%	25.33K	1.7M	11.79K	+87.07%
Dec 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	1.55%	42.87K	2.89M	7.85K	+22.43%
Dec 31, 2025	IFP ADVISORS, INC	0.86%	23.88K	1.6M	1.53K	+6.84%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.08%	2.12K	142.41K	776	+57.74%
Dec 31, 2025	MARINER, LLC	0.12%	3.22K	216.59K	3.22K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.76%	52.88K	3.55M	-463	-0.87%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.01%	328	22.12K	230	+234.69%
Dec 31, 2025	BRYN MAWR TRUST CO	0.02%	500	33.59K	0	0
Dec 31, 2025	ROSSBY FINANCIAL, LCC	0.02%	692	46.49K	-63	-8.34%
Dec 31, 2025	CITADEL ADVISORS LLC	0.29%	8.02K	539.01K	8.02K	+100.00%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.26%	7.35K	493.77K	468	+6.80%
Dec 31, 2025	TRIAD WEALTH PARTNERS, LLC	0.25%	7.3K	490.51K	7.3K	+100.00%
Dec 31, 2025	REAP FINANCIAL GROUP, LLC	0.03%	722	48.52K	14	+1.98%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.24%	7.02K	471.5K	358	+5.37%
Dec 31, 2025		0.21%	5.74K	385.79K	5.74K	+100.00%
Dec 31, 2025	MORGAN STANLEY	9.82%	271.91K	18.27M	-3.81K	-1.38%
Dec 31, 2025	LPL FINANCIAL LLC	8.59%	240.11K	16.13M	32.04K	+15.40%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	7.79%	215.69K	14.49M	5.63K	+2.68%
Dec 31, 2025	RATHBONES GROUP PLC	3.77%	105.31K	7.07M	-2.27K	-2.11%
Dec 31, 2025	HOLISTIC FINANCIAL PARTNERS	2.35%	67.47K	4.53M	491	+0.73%
Sep 30, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.26%	8.28K	539.7K	184	+2.27%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.7%	53.34K	3.48M	9.34K	+21.21%
Sep 30, 2025	HOLISTIC FINANCIAL PARTNERS	2.13%	66.98K	4.36M	1.47K	+2.25%
Sep 30, 2025	JANE STREET GROUP, LLC	0.98%	30.31K	1.97M	17.14K	+130.10%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.67%	20.91K	1.36M	-1.04K	-4.75%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.49%	15.38K	1M	15.38K	+100.00%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.43%	13.47K	878K	384	+2.93%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.17%	5.36K	349.22K	-5.11K	-48.83%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	4.96K	323K	-99	-1.96%
Sep 30, 2025	LASALLE ST. INVESTMENT ADVISORS, LLC	0.14%	4.28K	278K	267	+6.66%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.14%	4.24K	276.45K	76	+1.82%
Sep 30, 2025	ABLE FINANCIAL GROUP, LLC	0.11%	3.56K	231.73K	5	+0.14%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.07%	2.32K	150.86K	86	+3.86%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.96%	92.94K	6.07M	4.4K	+4.97%
Sep 30, 2025	ASSETMARK, INC	2.71%	85.16K	5.55M	808	+0.96%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.58%	18.07K	1.18M	50	+0.28%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	6.69%	210.05K	13.69M	1.31K	+0.63%
Sep 30, 2025	LPL FINANCIAL LLC	6.63%	208.07K	13.56M	33.12K	+18.93%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.04%	1.34K	87.99K	-5	-0.37%
Sep 30, 2025	TSFG, LLC	0.04%	1.32K	86K	-101	-7.13%
Sep 30, 2025	ROSSBY FINANCIAL, LCC	0.02%	755	49.01K	186	+32.69%
Sep 30, 2025	REAP FINANCIAL GROUP, LLC	0.02%	708	46.16K	0	0
Sep 30, 2025	BRYN MAWR TRUST CO	0.02%	500	32.58K	0	0
Sep 30, 2025	FMR LLC	0.01%	323	21.07K	11	+3.53%
Sep 30, 2025	CULLEN/FROST BANKERS, INC.	0%	134	8.73K	134	+100.00%
Sep 30, 2025	AMERIFLEX GROUP, INC.	0%	132	8.6K	132	+100.00%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0%	98	6.44K	98	+100.00%
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	0%	75	4.91K	-11	-12.79%
Sep 30, 2025	AMERICAN NATIONAL BANK	0%	70	4.56K	0	0
Sep 30, 2025	GAMMA INVESTING LLC	0%	67	4.37K	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.75%	23.45K	1.53M	-624	-2.59%
Sep 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.49%	15.36K	1M	-1.23K	-7.39%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.49%	15.32K	998.29K	-303	-1.94%
Sep 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.43%	13.6K	886.51K	1	+0.01%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.56%	17.66K	1.15M	2.15K	+13.89%
Sep 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.54%	17.04K	1.11M	390	+2.34%
Sep 30, 2025	NEWEDGE WEALTH, LLC	0.36%	11.19K	745.42K	0	0
Sep 30, 2025	MORGAN STANLEY	8.78%	275.72K	17.97M	-45.11K	-14.06%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.34%	10.7K	697.3K	-281	-2.56%
Sep 30, 2025	IAMS WEALTH MANAGEMENT, LLC	0.31%	9.72K	633.69K	-717	-6.87%
Sep 30, 2025	US BANCORP \DE\	0.28%	8.84K	575.73K	3.58K	+68.00%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.22%	6.66K	434.06K	160	+2.46%
Sep 30, 2025	BAROMETER CAPITAL MANAGEMENT INC.	0.14%	4.5K	293.24K	4.5K	+100.00%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.22%	6.88K	448.47K	610	+9.73%
Sep 30, 2025	COPPELL ADVISORY SOLUTIONS LLC	1.12%	35.02K	2.3M	5.95K	+20.46%
Sep 30, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.96%	30.04K	1.96M	601	+2.04%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.9%	28.14K	1.83M	3.63K	+14.80%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.75%	23.47K	1.53M	1.34K	+6.05%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	3.5%	109.76K	7.15M	20.04K	+22.33%
Sep 30, 2025	RATHBONES GROUP PLC	3.43%	107.58K	7.01M	24.06K	+28.81%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.35%	42.47K	2.77M	2.27K	+5.65%
Sep 30, 2025	PINNACLE FAMILY ADVISORS, LLC	0.13%	3.93K	255.98K	20	+0.51%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.12%	3.74K	243.4K	-5.52K	-59.63%
Sep 30, 2025	BLUECHIP WEALTH ADVISORS LLC	0.12%	3.72K	242.22K	249	+7.18%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.1%	3.2K	208.33K	-1.12K	-25.98%
Sep 30, 2025	PFG ADVISORS	0.1%	3.14K	204.66K	-1.57K	-33.31%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.68%	21.22K	1.38M	64	+0.30%
Sep 30, 2025	CONCORDE ASSET MANAGEMENT, LLC	0.43%	13.54K	874.15K	13.54K	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.38%	12.06K	785.55K	-322	-2.60%
Sep 30, 2025	AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP	0.38%	11.85K	772.21K	250	+2.16%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.13%	4.14K	269.8K	194	+4.92%
Sep 30, 2025	FSB PREMIER WEALTH MANAGEMENT, INC.	0.13%	3.96K	257.79K	-174	-4.21%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	23.58%	740.58K	48.26M	720.43K	+3,576.95%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.06%	2K	130.33K	0	0
Sep 30, 2025	IFP ADVISORS, INC	0.71%	22.35K	1.46M	-200	-0.89%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.05%	1.35K	81.17K	831	+160.42%
Jun 30, 2025	ASSETMARK, INC	3.09%	84.36K	5.04M	15.09K	+21.79%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.24%	88.54K	5.3M	2.03K	+2.35%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	3.28%	89.72K	5.36M	18.36K	+25.72%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.38%	10.47K	625.45K	-3.05K	-22.58%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.4%	10.98K	655.82K	1.55K	+16.46%
Jun 30, 2025	AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP	0.42%	11.6K	692.75K	-2K	-14.71%
Jun 30, 2025	JANE STREET GROUP, LLC	0.48%	13.17K	786.57K	6.42K	+95.13%
Jun 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.5%	13.6K	812K	326	+2.46%
Jun 30, 2025	IFP ADVISORS, INC	0.83%	22.55K	1.35M	154	+0.69%
Jun 30, 2025	NEWEDGE WEALTH, LLC	0.41%	11.19K	706.07K	-326	-2.83%
Jun 30, 2025	FSB PREMIER WEALTH MANAGEMENT, INC.	0.15%	4.13K	246.64K	333	+8.77%
Jun 30, 2025	PINNACLE FAMILY ADVISORS, LLC	0.14%	3.91K	233.46K	-98	-2.45%
Jun 30, 2025	TRACTION FINANCIAL PARTNERS, LLC	0.14%	3.91K	233.51K	3.91K	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.14%	3.95K	235.67K	408	+11.53%
Jun 30, 2025	LASALLE ST. INVESTMENT ADVISORS, LLC	0.15%	4.01K	239K	116	+2.98%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.16%	4.32K	257.93K	-10.38K	-70.62%
Jun 30, 2025	PFG ADVISORS	0.17%	4.71K	281.26K	-2.59K	-35.50%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	5.06K	302K	-109	-2.11%
Jun 30, 2025	US BANCORP \DE\	0.19%	5.26K	314.07K	5.26K	+100.00%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.24%	6.5K	388.24K	-211	-3.14%
Jun 30, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.3%	8.1K	483.61K	-136	-1.65%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.34%	9.25K	553K	-1.03K	-10.05%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.45%	12.38K	739.14K	-5.53K	-30.89%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.48%	13.09K	782K	-347	-2.58%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.61%	16.59K	990.58K	-31	-0.19%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.8%	21.95K	1.31M	-5.73K	-20.70%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.81%	22.13K	1.32M	-140	-0.63%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.88%	24.08K	1.44M	39	+0.16%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	1.01%	27.74K	1.66M	5.68K	+25.75%
Jun 30, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	1.08%	29.44K	1.76M	139	+0.47%
Jun 30, 2025	HOLISTIC FINANCIAL PARTNERS	2.4%	65.51K	3.91M	3.05K	+4.89%
Jun 30, 2025	RATHBONES GROUP PLC	3.06%	83.52K	4.99M	9.79K	+13.28%
Jun 30, 2025	BRYN MAWR TRUST CO	0.02%	500	29.86K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.02%	530	32K	139	+35.55%
Jun 30, 2025		0.02%	569	33.98K	5	+0.89%
Jun 30, 2025	MOSER WEALTH ADVISORS, LLC	0.04%	1.18K	70.47K	1.18K	+100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.61%	44.01K	2.63M	14.27K	+48.00%
Jun 30, 2025	TSFG, LLC	0.05%	1.42K	85K	5	+0.35%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.08%	2.23K	133.12K	334	+17.63%
Jun 30, 2025	BLUECHIP WEALTH ADVISORS LLC	0.13%	3.47K	207.11K	3.47K	+100.00%
Jun 30, 2025	ABLE FINANCIAL GROUP, LLC	0.13%	3.55K	212.07K	3.55K	+100.00%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.13%	3.61K	215.53K	-1.06K	-22.69%
Jun 30, 2025	RFG ADVISORY, LLC	0.14%	3.7K	220.9K	50	+1.37%
Jun 30, 2025	MORGAN STANLEY	11.74%	320.84K	19.16B	33.57K	+11.68%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.9%	24.52K	1.46M	4.06K	+19.85%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.57%	15.5K	926K	641	+4.31%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.57%	15.62K	932.93K	-411	-2.56%
Jun 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.61%	16.65K	994.02K	-1.06K	-6.00%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.66%	18.02K	1.08M	893	+5.21%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.74%	20.14K	1.19M	2.58K	+14.67%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.77%	21.16K	1.26M	-208	-0.97%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.89%	24.36K	1.46M	-4.46K	-15.46%
Jun 30, 2025	GTS SECURITIES LLC	1.21%	33.12K	1.98M	33.12K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.47%	40.2K	2.4M	726	+1.84%
Jun 30, 2025	LPL FINANCIAL LLC	6.4%	174.95K	10.45M	-449	-0.26%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	7.64%	208.75K	12.47M	11.59K	+5.88%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	26.46%	723.32K	43.2M	4.89K	+0.68%
Jun 30, 2025	COPPELL ADVISORY SOLUTIONS LLC	1.06%	29.07K	1.75M	1.17K	+4.19%
Jun 30, 2025	IAMS WEALTH MANAGEMENT, LLC	0.38%	10.44K	623.56K	56	+0.54%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.15%	4.17K	248.81K	4.17K	+100.00%
Mar 31, 2025	NEWEDGE WEALTH, LLC	0.41%	11.52K	631.45K	-695	-5.69%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.37%	10.29K	564K	249	+2.48%
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	25.87%	718.43K	39.38M	-5.37K	-0.74%
Mar 31, 2025	PFG ADVISORS	0.26%	7.3K	400.28K	-3.35K	-31.48%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.24%	6.71K	367.95K	628	+10.32%
Mar 31, 2025	MARINER, LLC	0.15%	4.03K	221.03K	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	0.24%	6.75K	370.04K	-24.49K	-78.39%
Mar 31, 2025	IAMS WEALTH MANAGEMENT, LLC	0.37%	10.38K	569.29K	-296	-2.77%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.49%	13.53K	741.55K	-27	-0.20%
Mar 31, 2025	AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP	0.49%	13.6K	745.55K	-2K	-12.82%
Mar 31, 2025	CITADEL ADVISORS LLC	0.51%	14.28K	782.72K	14.28K	+100.00%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.53%	14.7K	805.8K	-742	-4.81%
Mar 31, 2025	LASALLE ST. INVESTMENT ADVISORS, LLC	0.14%	3.9K	213K	0	0
Mar 31, 2025	PINNACLE FAMILY ADVISORS, LLC	0.14%	4.01K	219.59K	4.01K	+100.00%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.77%	21.37K	1.17M	-1.8K	-7.78%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.79%	22.06K	1.21M	-2.04K	-8.46%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.8%	22.27K	1.22M	-1.3K	-5.51%
Mar 31, 2025	ASSETMARK, INC	2.49%	69.27K	3.8M	-5.23K	-7.02%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.74%	20.46K	1.12M	-44.47K	-68.49%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	2.57%	71.36K	3.91M	14.4K	+25.29%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.54%	14.86K	815K	1.34K	+9.90%
Mar 31, 2025	IFP ADVISORS, INC	0.81%	22.4K	1.23M	-1.52K	-6.35%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.87%	24.04K	1.32M	53	+0.22%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	1%	27.68K	1.52M	-1.47K	-5.03%
Mar 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	1%	27.9K	1.59M	-21.19K	-43.16%
Mar 31, 2025	HOLISTIC FINANCIAL PARTNERS	2.25%	62.46K	3.42M	4.56K	+7.87%
Mar 31, 2025	GOOD LIFE ADVISORS, LLC	1.04%	28.82K	1.58M	-15.1K	-34.38%
Mar 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.48%	13.28K	728K	539	+4.23%
Mar 31, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.3%	8.23K	451.39K	685	+9.07%
Mar 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.17%	4.67K	255.9K	4.67K	+100.00%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.48%	13.43K	736K	1.3K	+10.68%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.58%	16.03K	878.91K	-238	-1.46%
Mar 31, 2025	RATHBONES GROUP PLC	2.66%	73.73K	4.04M	7.54K	+11.39%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.12%	86.51K	4.74M	5.97K	+7.41%
Mar 31, 2025	LPL FINANCIAL LLC	6.32%	175.4K	9.62M	50.56K	+40.49%
Mar 31, 2025	CIBC WORLD MARKET INC.	0.16%	4.4K	241.21K	4.4K	+100.00%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.34%	9.34K	512.07K	-695	-6.93%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.34%	9.43K	516.95K	-1.06K	-10.06%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.58%	16.16K	885.84K	3.52K	+27.81%
Mar 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.6%	16.62K	911K	451	+2.79%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.62%	17.13K	938.9K	372	+2.22%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.63%	17.57K	962.97K	5.73K	+48.42%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.07%	29.74K	1.63M	2.06K	+7.42%
Mar 31, 2025	GATEWAY WEALTH PARTNERS, LLC	0.64%	17.71K	970.78K	3.32K	+23.09%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.64%	17.91K	971.8K	11.96K	+201.03%
Mar 31, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	1.06%	29.3K	1.61M	-4.71K	-13.85%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	7.1%	197.16K	10.81M	-17.77K	-8.27%
Mar 31, 2025	MORGAN STANLEY	10.35%	287.27K	15.75M	-117K	-28.94%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	5.17K	283K	-59	-1.13%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.58%	16.03K	878.91K	-238	-1.46%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.42%	39.47K	2.16M	-6.65K	-14.42%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.11%	4.2K	231.38K	-2.76K	-39.63%
Mar 31, 2024	MARINER, LLC	0.13%	4.97K	274.06K	-47	-0.94%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.27%	10.38K	571.97K	1.32K	+14.60%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.27%	10.45K	576K	-9	-0.09%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.27%	10.64K	586.34K	986	+10.22%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.31%	12.02K	663K	-9.23K	-43.42%
Mar 31, 2024	IAMS WEALTH MANAGEMENT, LLC	0.31%	12.12K	641.44K	897	+7.99%
Mar 31, 2024	HILLTOP HOLDINGS INC.	0.31%	12.2K	672.7K	4.81K	+65.16%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.31%	12.22K	673.69K	-25	-0.20%
Mar 31, 2024	NEWEDGE WEALTH, LLC	0.32%	12.5K	662.77K	13	+0.10%
Mar 31, 2024	SIGNALPOINT ASSET MANAGEMENT, LLC	0.35%	13.46K	743.81K	-300	-2.18%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.54%	20.85K	1.15M	619	+3.06%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0.55%	21.3K	1.17M	-5.45K	-20.36%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.56%	21.69K	1.2M	-26.31K	-54.82%
Mar 31, 2024	CSENGE ADVISORY GROUP	0.59%	23.01K	1.27M	1.6K	+7.48%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.6%	23.31K	1.28M	1.7K	+7.84%
Mar 31, 2024	AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP	0.63%	24.49K	1.35M	6.02K	+32.60%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.78%	30.1K	1.66M	-1.07K	-3.43%
Mar 31, 2024	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.85%	33.04K	1.82M	-7.69K	-18.88%
Mar 31, 2024	US BANCORP \DE\	0.91%	35.19K	1.94M	35.18K	+390,933.33%
Mar 31, 2024	GUILD INVESTMENT MANAGEMENT, INC.	0.94%	36.52K	2.01M	5.85K	+19.07%
Mar 31, 2024	COPPELL ADVISORY SOLUTIONS CORP.	1.02%	39.83K	2.2M	39.83K	+100.00%
Mar 31, 2024	ASSETMARK, INC	1.15%	44.86K	2.47M	12.57K	+38.92%
Mar 31, 2024	MORGAN STANLEY	12.08%	468.5K	25.83M	73.61K	+18.64%
Mar 31, 2024	GOOD LIFE ADVISORS, LLC	2.74%	106.68K	5.88M	-371	-0.35%
Mar 31, 2024	FIRST TRUST ADVISORS LP	18.61%	721.57K	39.78M	-92.01K	-11.31%
Mar 31, 2024	GATEWAY WEALTH PARTNERS, LLC	0.33%	12.83K	707.22K	1.32K	+11.46%
Mar 31, 2024	RPG FAMILY WEALTH ADVISORY, LLC	0.35%	13.76K	758.75K	-1.08K	-7.26%
Mar 31, 2024	CETERA ADVISORS LLC	0.41%	15.76K	868.96K	15.76K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.41%	15.89K	875.88K	-43.09K	-73.06%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.41%	15.97K	880.35K	1.52K	+10.48%
Mar 31, 2024	JANE STREET GROUP, LLC	0.43%	16.52K	910.97K	-2.32K	-12.29%
Mar 31, 2024	SNOWDEN CAPITAL ADVISORS LLC	0.43%	16.6K	915.21K	-4.81K	-22.46%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.14%	5.58K	307K	366	+7.03%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	5.67K	313K	5.67K	+100.00%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.15%	5.88K	324.22K	5.88K	+100.00%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.15%	5.98K	329.62K	-30	-0.50%
Mar 31, 2024	CITADEL ADVISORS LLC	0.17%	6.74K	371.74K	-40.87K	-85.84%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.23%	8.86K	488.21K	430	+5.10%
Mar 31, 2024	ONEASCENT FINANCIAL SERVICES LLC	0.25%	9.61K	530K	1.57K	+19.55%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.68%	26.65K	1.47M	16.06K	+151.64%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.73%	28.32K	1.56M	3.64K	+14.76%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.75%	28.99K	1.59M	11.84K	+69.09%
Mar 31, 2024	RATHBONES GROUP PLC	1.19%	46.38K	2.56M	1.67K	+3.74%
Mar 31, 2024	HOLISTIC FINANCIAL PARTNERS	1.3%	50.63K	2.79M	1.4K	+2.84%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	1.3%	50.79K	2.8M	-157	-0.31%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	1.41%	54.91K	3.03M	16.1K	+41.50%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.86%	72.36K	3.99M	13.45K	+22.84%
Mar 31, 2024	LPL FINANCIAL LLC	2.73%	105.96K	5.84M	8.87K	+9.14%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	5.36%	207.9K	11.46M	-7.22K	-3.36%
Mar 31, 2024	CONGRESS WEALTH MANAGEMENT LLC / DE /	18.42%	716.96K	39.53M	3.65K	+0.51%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.03%	1K	55.3K	415	+70.58%
Mar 31, 2024	BENJAMIN EDWARDS INC	0.03%	1.25K	69K	-25	-1.96%
Mar 31, 2024	TSFG, LLC	0.04%	1.4K	77K	-79	-5.36%
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.07%	2.73K	150.34K	182	+7.15%
Mar 31, 2024	ABLE FINANCIAL GROUP, LLC	0.1%	3.95K	217.98K	3.95K	+100.00%
Mar 31, 2024	FSB PREMIER WEALTH MANAGEMENT, INC.	0.1%	3.95K	217.99K	3.95K	+100.00%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.12%	4.6K	253.3K	-26	-0.56%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.12%	4.65K	256.59K	-526	-10.15%
Mar 31, 2024	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.12%	4.73K	260.66K	4.73K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	2.64%	97.08K	4.89M	-17K	-14.90%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.61%	58.98K	2.98M	-23.26K	-28.28%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.6%	58.91K	2.97M	58.91K	+100.00%
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	1.39%	50.94K	2.57M	-22.03K	-30.19%
Dec 31, 2023	HOLISTIC FINANCIAL PARTNERS	1.34%	49.23K	2.48M	238	+0.49%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.31%	48K	2.42M	30.83K	+179.63%
Dec 31, 2023	CITADEL ADVISORS LLC	1.3%	47.61K	2.4M	47.61K	+100.00%
Dec 31, 2023	RATHBONES GROUP PLC	1.22%	44.71K	2.25M	-4.43K	-9.02%
Dec 31, 2023	COPPELL ADVISORY SOLUTIONS LLC	1.11%	40.92K	2.06M	39.8K	+3,553.48%
Dec 31, 2023	TRANSAMERICA FINANCIAL ADVISORS, INC.	1.11%	40.73K	2.05M	12.76K	+45.61%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.19%	6.95K	350.31K	2.76K	+65.88%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	1.06%	38.8K	1.96M	7.79K	+25.12%
Dec 31, 2023	ASSETMARK, INC	0.88%	32.29K	1.63M	12.44K	+62.69%
Dec 31, 2023	IFP ADVISORS, INC	0.85%	31.37K	1.58M	11.86K	+60.78%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.85%	31.17K	1.57M	2.92K	+10.35%
Dec 31, 2023	GUILD INVESTMENT MANAGEMENT, INC.	0.84%	30.67K	1.55M	30.67K	+100.00%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.73%	26.75K	1.37M	2.54K	+10.50%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.67%	24.67K	1.24M	-6.75K	-21.48%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.59%	21.61K	1.09M	6.23K	+40.50%
Dec 31, 2023	SNOWDEN CAPITAL ADVISORS LLC	0.58%	21.41K	1.08M	8.42K	+64.77%
Dec 31, 2023	CSENGE ADVISORY GROUP	0.58%	21.41K	1.08M	21.41K	+100.00%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.58%	21.25K	1.07M	-2.85K	-11.83%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.55%	20.23K	1.02M	-465	-2.25%
Dec 31, 2023	JANE STREET GROUP, LLC	0.51%	18.84K	949.3K	6.29K	+50.15%
Dec 31, 2023	AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP	0.5%	18.47K	930.46K	2.15K	+13.19%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.47%	17.14K	862K	3.3K	+23.87%
Dec 31, 2023	RPG FAMILY WEALTH ADVISORY, LLC	0.4%	14.84K	747.86K	14.84K	+100.00%
Dec 31, 2023	SIGNALPOINT ASSET MANAGEMENT, LLC	0.37%	13.76K	693K	-95	-0.69%
Dec 31, 2023	NEWEDGE WEALTH, LLC	0.34%	12.49K	629.37K	-525	-4.03%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.33%	12.25K	617.01K	-779	-5.98%
Dec 31, 2023	GATEWAY WEALTH PARTNERS, LLC	0.31%	11.51K	579.94K	1.88K	+19.51%
Dec 31, 2023		0.31%	11.22K	565.58K	-645	-5.43%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.29%	10.59K	533.73K	-1.11K	-9.45%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	0.28%	10.46K	527K	679	+6.94%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.26%	9.65K	496.79K	2.22K	+29.93%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.25%	9.05K	456.18K	373	+4.30%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.23%	8.43K	424.57K	1.46K	+20.91%
Dec 31, 2023	ONEASCENT FINANCIAL SERVICES LLC	0.22%	8.04K	405K	1.23K	+18.06%
Dec 31, 2023	GOOD LIFE ADVISORS, LLC	2.92%	107.05K	5.39M	1.66K	+1.57%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	5.86%	215.12K	10.84M	-4.8K	-2.18%
Dec 31, 2023	MORGAN STANLEY	10.76%	394.89K	19.9M	-26.06K	-6.19%
Dec 31, 2023	CONGRESS WEALTH MANAGEMENT LLC / DE /	19.43%	713.31K	35.94M	-1.79K	-0.25%
Dec 31, 2023	FIRST TRUST ADVISORS LP	22.16%	813.57K	41M	-195.85K	-19.40%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.13%	4.62K	240.69K	-1.44K	-23.70%
Dec 31, 2023	MARINER, LLC	0.14%	5.02K	252.86K	322	+6.86%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.14%	5.18K	261.05K	-5.89K	-53.22%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.14%	5.21K	262K	5.21K	+100.00%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.16%	6.01K	302.79K	-68	-1.12%
Dec 31, 2023	HILLTOP HOLDINGS INC.	0.2%	7.39K	372.28K	3.25K	+78.71%

Frequently Asked Questions