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

Who are the major shareholders selling Franklin Dynamic Municipal Bond ETF stock?

JPMORGAN CHASE & CO, in the last quarter, reduced its stake in FLMI by -35.42% restricting it's holding to 326.92 thousand shares of worth nearly $8.23M. PENNEY FINANCIAL, LLC also lessened -57.48% of the FLMI shares from its portfolio, reducing its holding to 124.6 thousand shares of worth $3.14M. BRINKER CAPITAL INVESTMENTS, LLC also shunned FLMI shares holding by -4.74% last quarter which brought its holding to 444.08 thousand shares worth $11.18M.

Investors who are buying FLMI stock?

As per its latest 13F filing, FRANKLIN RESOURCES INC increased its stake in FLMI by 62.61% in the last quarter. The institutional holder raised its holding to 260.8 thousand shares having worth more than $6.56M. EQUITABLE HOLDINGS, INC. also added 11.24% more shares of FLMI to its portfolio, raising its holding to 264.52 thousand shares of worth $6.66M. MADRID WEALTH MANAGEMENT, LLC also increased its FLMI shares holding by 18.15% which brought its holding to 123.7 thousand shares worth $3.11M.

FLMI's major insiders: who are they?

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

Did an insider recently sell FLMI stock?

Company executives, directors, and other insiders own N/A percent of Franklin Dynamic Municipal Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which FLMI insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased FLMI stock?

There have been 0 transaction(s) during the past 6-months in which Franklin Dynamic Municipal Bond ETF insiders have bought stock, totalling 0 shares

How much of FLMI does insiders own?

Around 0 Franklin Dynamic Municipal Bond ETF shares are held by insiders, which represents about N/A of FLMI stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FLMI?

JPMORGAN CHASE & CO is the largest institutional owner in FLMI which holds 326.92 thousand shares worth $8.23M or 0.35% of the total FLMI shares outstanding followed by FRANKLIN RESOURCES INC with ownership of 260.8 thousand shares representing 0.28% of the FLMI ownership. EQUITABLE HOLDINGS, INC. is the third largest stakeholder with 264.52 thousand shares or 0.28% of the ownership worth more than $6.66M.

Is Franklin Dynamic Municipal Bond ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the FLMI is concerned, it is a stock which is not optionable.

Is there a short position on FLMI's shares?

Number of FLMI 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 FLMI shares are there?

As of today, null shares of FLMI are outstanding.

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

FLMI 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 FLMI is null.

Franklin Dynamic Municipal Bond ETF (FLMI) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. JPMORGAN CHASE & CO is the top corporate investor, holding 326.92K shares valued at $8.23M. A 0.35% stake in Franklin Dynamic Municipal Bond ETF is owned by the company. FRANKLIN RESOURCES INC owns 260.8K shares valued at $6.56M, which translates its holding of 0.28% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	JPMORGAN CHASE & CO	0.35%	326.92K	8.23M	-179.29K	-35.42%
Jun 30, 2026	FRANKLIN RESOURCES INC	0.28%	260.8K	6.56M	100.42K	+62.61%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.28%	264.52K	6.66M	26.73K	+11.24%
Jun 30, 2026	MADRID WEALTH MANAGEMENT, LLC	0.31%	123.7K	3.11M	19K	+18.15%
Jun 30, 2026	PENNEY FINANCIAL, LLC	0.32%	124.6K	3.14M	-168.42K	-57.48%
Jun 30, 2026	SEQUENT PLANNING LLC	0.32%	126.32K	3.18M	8.49K	+7.21%
Jun 30, 2026	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.32%	127.31K	3.2M	3.98K	+3.23%
Jun 30, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.34%	135.02K	3.4M	0	0
Jun 30, 2026	BLUESTEM WEALTH PARTNERS, LLC	0.24%	228.17K	5.74M	12.64K	+5.87%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.47%	444.08K	11.18M	-22.08K	-4.74%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.5%	470.91K	11.85M	314.55K	+201.16%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.53%	503.4K	12.67M	34.37K	+7.33%
Jun 30, 2026	MORGAN STANLEY	2.29%	2.17M	54.54M	533.19K	+32.64%
Jun 30, 2026	MEEDER ADVISORY SERVICES, INC.	2.5%	2.37M	59.58M	1.03K	+0.04%
Jun 30, 2026	LEGACY FINANCIAL ADVISORS, INC.	0.23%	222.09K	5.59M	32.52K	+17.15%
Jun 30, 2026	MFA WEALTH ADVISORS, LLC	0.45%	426.56K	10.74M	285.01K	+201.34%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.57%	535.34K	13.47M	-23.54K	-4.21%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.57%	543.31K	13.65M	134.88K	+33.02%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.62%	584.97K	14.72M	230.31K	+64.94%
Jun 30, 2026	WAVERLY ADVISORS, LLC	0.88%	835.22K	21.02M	835.22K	+100.00%
Jun 30, 2026	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.88%	835.99K	20.61M	152.77K	+22.36%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.89%	844.95K	21.27M	687.12K	+435.36%
Jun 30, 2026	PRENTICE WEALTH MANAGEMENT LLC	0.35%	330.46K	8.32M	41.24K	+14.26%
Jun 30, 2026	WRIGHT FUND MANAGEMENT, LLC	0.37%	351.2K	8.84M	0	0
Jun 30, 2026	ASIO CAPITAL, LLC	0.38%	363.94K	9.16M	16.62K	+4.78%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.39%	369.98K	9.31M	85.21K	+29.92%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.42%	402.25K	10.12M	16.7K	+4.33%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.99%	937.45K	23.6M	394.46K	+72.65%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	1.02%	967.79K	24.36M	183.96K	+23.47%
Jun 30, 2026	JANE STREET GROUP, LLC	1.08%	1.02M	25.67M	493.77K	+93.85%
Jun 30, 2026	AXIOM FINANCIAL STRATEGIES, LLC	1.25%	1.18M	29.8M	-152.5K	-11.41%
Jun 30, 2026	MIRACLE MILE ADVISORS, LLC	1.29%	1.22M	30.8M	191.4K	+18.54%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.02%	1.91M	48.06M	279.06K	+17.12%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.45%	2.32M	58.36M	159.4K	+7.38%
Jun 30, 2026	RETIREMENT PLANNING GROUP	0.24%	225.52K	5.68M	49.3K	+27.98%
Jun 30, 2026	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.55%	215.2K	5.42M	6.53K	+3.13%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.32%	306.7K	7.72M	70.44K	+29.82%
Jun 30, 2026	BEACON BRIDGE WEALTH PARTNERS, LLC	0.33%	314.71K	7.92M	111.38K	+54.77%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	315.63K	7.94M	66.19K	+26.53%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.34%	318.15K	8.01M	18.32K	+6.11%
Jun 30, 2026		1.36%	534.97K	13.47M	66.44K	+14.18%
Jun 30, 2026	COLONY GROUP, LLC	1.33%	1.26M	31.78M	1.23M	+4,398.44%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.48%	3.3M	83M	594.23K	+21.98%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	4.77%	4.51M	113.53M	531.15K	+13.34%
Jun 30, 2026	HANCOCK WHITNEY CORP	0.24%	227.63K	5.73M	16.63K	+7.88%
Jun 30, 2026	CERTIFIED ADVISORY CORP	0.23%	216.41K	5.45M	63.76K	+41.77%
Jun 30, 2026	RFG ADVISORY, LLC	0.65%	613.29K	15.44M	44.16K	+7.76%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.65%	618.33K	15.56M	56.18K	+9.99%
Jun 30, 2026	LEGACY CG, LLC	0.68%	646.29K	16.27M	12.81K	+2.02%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.71%	1.62M	40.67M	168.72K	+11.66%
Jun 30, 2026	ROBINSON SMITH WEALTH ADVISORS LLC	0.36%	140.98K	3.55M	-14.87K	-9.54%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.38%	148.1K	3.73M	46.99K	+46.48%
Jun 30, 2026	ELEQUIN SECURITIES, LLC	0.38%	149.29K	3.76M	149.29K	+100.00%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.41%	161.88K	4.07M	-495	-0.30%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.41%	163.5K	4.12M	-5.08K	-3.02%
Jun 30, 2026	STRATOS WEALTH ADVISORS, LLC	0.42%	167.17K	4.21M	75.18K	+81.73%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.46%	180.94K	4.55M	30.8K	+20.51%
Jun 30, 2026	FUNDAMENTUM, LLC	0.47%	185.05K	4.66M	185.05K	+100.00%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.53%	209.38K	5.27M	92.3K	+78.84%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.71%	669.89K	16.86M	92.16K	+15.95%
Jun 30, 2026	CENTRAL BANK & TRUST CO	0.84%	793.15K	19.96M	19.85K	+2.57%
Jun 30, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	5.51%	5.22M	131.36M	-12.27K	-0.23%
Jun 30, 2026	LPL FINANCIAL LLC	7.22%	6.83M	172.01M	962.74K	+16.40%
Jun 30, 2026	VESTGEN ADVISORS, LLC	0.25%	237.75K	5.98M	-8.9K	-3.61%
Jun 30, 2026	HIGHPOINT ADVISOR GROUP LLC	0.26%	247.53K	6.23M	23.05K	+10.27%
Jun 30, 2026	MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC.	0.57%	534.97K	13.47M	66.44K	+14.18%
Mar 31, 2026	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	1.73%	683.22K	16.94M	157.34K	+29.92%
Mar 31, 2026	HANCOCK WHITNEY CORP	0.53%	211K	5.24M	28.73K	+15.76%
Mar 31, 2026	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.54%	212.46K	5.27M	113.92K	+115.61%
Mar 31, 2026	BLUESTEM WEALTH PARTNERS, LLC	0.55%	215.52K	5.34M	-1.49K	-0.69%
Mar 31, 2026	HIGHPOINT ADVISOR GROUP LLC	0.57%	224.47K	5.56M	16.24K	+7.80%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.6%	236.25K	5.86M	178.2K	+306.93%
Mar 31, 2026	VESTGEN ADVISORS, LLC	0.63%	246.65K	6.14M	17.92K	+7.83%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.63%	249.45K	6.18M	36.15K	+16.95%
Mar 31, 2026	PRENTICE WEALTH MANAGEMENT LLC	0.73%	289.22K	7.17M	29.07K	+11.17%
Mar 31, 2026	PENNEY FINANCIAL, LLC	0.74%	293.02K	7.26M	32.57K	+12.51%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.76%	299.83K	7.43M	-19.35K	-6.06%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.83%	328.52K	8.14M	328.52K	+100.00%
Mar 31, 2026	CWM, LLC	0.85%	334.01K	8.28M	27.35K	+8.92%
Mar 31, 2026	ASIO CAPITAL, LLC	0.88%	347.32K	8.61M	80.78K	+30.31%
Mar 31, 2026	MFA WEALTH ADVISORS, LLC	0.36%	141.55K	3.51M	141.55K	+100.00%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.38%	150.15K	3.72M	-11.48K	-7.10%
Mar 31, 2026	CERTIFIED ADVISORY CORP	0.39%	152.65K	3.78M	43.72K	+40.14%
Mar 31, 2026	ROBINSON SMITH WEALTH ADVISORS LLC	0.4%	155.85K	3.86M	14.56K	+10.30%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.4%	156.37K	3.88M	140.86K	+908.18%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.4%	157.83K	3.91M	55.66K	+54.47%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.41%	160.38K	3.98M	48.15K	+42.90%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	1.99%	783.83K	19.43M	113.49K	+16.93%
Mar 31, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	13.26%	5.23M	129.68M	2.87M	+121.10%
Mar 31, 2026	LPL FINANCIAL LLC	14.88%	5.87M	145.55M	1.06M	+22.15%
Mar 31, 2026	TRUIST FINANCIAL CORP	1.42%	558.88K	13.85M	41.9K	+8.10%
Mar 31, 2026	STIFEL FINANCIAL CORP	1.42%	562.14K	13.94M	241.65K	+75.40%
Mar 31, 2026	MORGAN STANLEY	4.14%	1.63M	40.5M	420.49K	+34.66%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	10.09%	3.98M	98.73M	1.51M	+61.26%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.43%	168.58K	4.18M	130.1K	+338.05%
Mar 31, 2026	RETIREMENT PLANNING GROUP	0.45%	176.22K	4.37M	42.92K	+32.19%
Mar 31, 2026	LEGACY FINANCIAL ADVISORS, INC.	0.48%	189.57K	4.7M	9K	+4.99%
Mar 31, 2026	BEACON BRIDGE WEALTH PARTNERS, LLC	0.52%	203.34K	5.04M	49.55K	+32.22%
Mar 31, 2026	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.53%	208.68K	5.17M	43.91K	+26.65%
Mar 31, 2026	WRIGHT FUND MANAGEMENT, LLC	0.89%	351.2K	8.71M	264.9K	+306.95%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.9%	354.66K	8.79M	75.02K	+26.83%
Mar 31, 2026	MIRACLE MILE ADVISORS, LLC	2.62%	1.03M	25.59M	1.03M	+100.00%
Mar 31, 2026	AXIOM FINANCIAL STRATEGIES, LLC	3.39%	1.34M	33.13M	1.34M	+100.00%
Mar 31, 2026		1.19%	468.53K	11.61M	26.97K	+6.11%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	1.19%	469.03K	11.63M	93.6K	+24.93%
Mar 31, 2026	JPMORGAN CHASE & CO	1.28%	506.2K	12.51M	312.52K	+161.35%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.72%	284.77K	7.06M	58.39K	+25.79%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	3.67%	1.45M	35.87M	275.86K	+23.56%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	4.13%	1.63M	40.42M	269.25K	+19.78%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	5.47%	2.16M	53.53M	628.4K	+41.05%
Mar 31, 2026	MEEDER ADVISORY SERVICES, INC.	6%	2.37M	58.65M	473.02K	+24.99%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	6.85%	2.7M	67.01M	1.35M	+99.06%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.6%	237.8K	5.91M	22.18K	+10.29%
Mar 31, 2026	MARINER, LLC	0.62%	245.17K	6.08M	35.09K	+16.70%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.98%	385.55K	9.56M	7.58K	+2.00%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	1.04%	408.44K	10.07M	155.67K	+61.59%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	1.18%	466.15K	11.56M	30.1K	+6.90%
Mar 31, 2026	JANE STREET GROUP, LLC	1.33%	526.15K	13.04M	162.36K	+44.63%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.38%	542.99K	13.46M	-81.83K	-13.10%
Mar 31, 2026	TRUWEALTH ADVISORS, LLC	1.89%	746.25K	18.5M	137.67K	+22.62%
Mar 31, 2026	CENTRAL BANK & TRUST CO	1.96%	773.29K	19.17M	67.87K	+9.62%
Mar 31, 2026	RFG ADVISORY, LLC	1.44%	569.13K	14.11M	24.38K	+4.47%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.46%	577.73K	14.32M	225.45K	+64.00%
Mar 31, 2026	LEGACY CG, LLC	1.61%	633.48K	15.7M	129.06K	+25.58%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.41%	162.38K	4.03M	17.09K	+11.76%
Dec 31, 2025	LPL FINANCIAL LLC	12.18%	4.81M	119.54M	1.03M	+27.43%
Dec 31, 2025	RETIREMENT PLANNING GROUP	0.34%	133.3K	3.32M	30.23K	+29.33%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.41%	161.62K	4.02M	19.02K	+13.34%
Dec 31, 2025	ROBINSON SMITH WEALTH ADVISORS LLC	0.36%	141.29K	3.51M	15.59K	+12.40%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.37%	145.29K	3.61M	24.53K	+20.31%
Dec 31, 2025	BEACON BRIDGE WEALTH PARTNERS, LLC	0.39%	153.79K	3.82M	153.79K	+100.00%
Dec 31, 2025	ASIO CAPITAL, LLC	0.68%	266.54K	6.63M	9.54K	+3.71%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	6.26%	2.47M	61.38M	420.24K	+20.52%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.43%	170.39K	4.24M	170.39K	+100.00%
Dec 31, 2025	LEGACY FINANCIAL ADVISORS, INC.	0.46%	180.57K	4.49M	30.77K	+20.54%
Dec 31, 2025	HANCOCK WHITNEY CORP	0.46%	182.27K	4.53M	58.3K	+47.03%
Dec 31, 2025	ELEQUIN SECURITIES, LLC	0.47%	186.7K	4.64M	143.46K	+331.75%
Dec 31, 2025	JPMORGAN CHASE & CO	0.49%	193.69K	4.82M	10.37K	+5.65%
Dec 31, 2025	MARINER, LLC	0.53%	210.08K	5.22M	3.93K	+1.91%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.28%	112.24K	2.79M	38.47K	+52.15%
Dec 31, 2025	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.29%	116.19K	2.89M	101.38K	+684.56%
Dec 31, 2025	ONE DEGREE ADVISORS INC	0.31%	120.67K	3M	25.74K	+27.12%
Dec 31, 2025	AMERICAN FINANCIAL & TAX STRATEGIES INC	0.31%	120.7K	3M	-5.09K	-4.05%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.81%	320.49K	7.97M	27.04K	+9.22%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.89%	352.28K	8.76M	111.2K	+46.12%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	1.11%	436.05K	10.84M	8.45K	+1.98%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.71%	279.64K	6.95M	56.15K	+25.12%
Dec 31, 2025	CWM, LLC	0.78%	306.66K	7.63M	13.62K	+4.65%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.81%	319.18K	7.94M	112.29K	+54.28%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	3.88%	1.53M	38.08M	660.28K	+75.84%
Dec 31, 2025	CERTIFIED ADVISORY CORP	0.28%	108.92K	2.71M	93.42K	+602.46%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.45%	1.36M	33.85M	254.07K	+22.95%
Dec 31, 2025	COLONY GROUP, LLC	3.57%	1.41M	34.92M	-16.63K	-1.17%
Dec 31, 2025	WRIGHT FUND MANAGEMENT, LLC	0.22%	86.3K	2.15M	0	0
Dec 31, 2025	LEEWARD FINANCIAL PARTNERS, LLC	0.23%	91.83K	2.28M	136	+0.15%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.24%	94.59K	2.35M	17.25K	+22.30%
Dec 31, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.25%	98.54K	2.45M	12.5K	+14.53%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.26%	102.17K	2.54M	68.25K	+201.18%
Dec 31, 2025	CROBAN	0.26%	104.12K	2.59M	33.78K	+48.03%
Dec 31, 2025		1.12%	441.56K	10.98M	441.56K	+100.00%
Dec 31, 2025	LEGACY CG, LLC	1.28%	504.43K	12.55M	42.74K	+9.26%
Dec 31, 2025	TRUIST FINANCIAL CORP	1.31%	516.99K	12.86M	58.22K	+12.69%
Dec 31, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	1.33%	525.88K	13.08M	431.05K	+454.58%
Dec 31, 2025	RFG ADVISORY, LLC	1.38%	544.76K	13.55M	-2.61K	-0.48%
Dec 31, 2025	TRUWEALTH ADVISORS, LLC	1.54%	608.58K	15.14M	174.01K	+40.04%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.58%	624.83K	15.54M	37.14K	+6.32%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	1.7%	670.34K	16.67M	119.18K	+21.62%
Dec 31, 2025	CENTRAL BANK & TRUST CO	1.79%	705.43K	17.54M	229	+0.03%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	2.97%	1.17M	29.12M	295.86K	+33.81%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.44%	1.36M	33.77M	1.35M	+17,675.41%
Dec 31, 2025	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.42%	164.77K	4.1M	-4.01K	-2.38%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.95%	375.44K	9.34M	34.55K	+10.14%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.96%	377.98K	9.4M	15.49K	+4.27%
Dec 31, 2025	JANE STREET GROUP, LLC	0.92%	363.79K	9.05M	79.78K	+28.09%
Dec 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	6%	2.37M	58.84M	93.81K	+4.13%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.55%	215.62K	5.36M	92.95K	+75.77%
Dec 31, 2025	MORGAN STANLEY	3.07%	1.21M	30.17M	951.31K	+363.44%
Dec 31, 2025	MEEDER ADVISORY SERVICES, INC.	4.8%	1.89M	47.08M	155.9K	+8.98%
Dec 31, 2025	BLUESTEM WEALTH PARTNERS, LLC	0.55%	217.02K	5.4M	-27.12K	-11.11%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.57%	226.38K	5.63M	82.18K	+56.99%
Dec 31, 2025	VESTGEN ADVISORS, LLC	0.58%	228.73K	5.69M	32.82K	+16.75%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.64%	252.77K	6.29M	86.4K	+51.93%
Dec 31, 2025	PRENTICE WEALTH MANAGEMENT LLC	0.66%	260.15K	6.47M	52.06K	+25.02%
Dec 31, 2025	PENNEY FINANCIAL, LLC	0.66%	260.44K	6.48M	183.91K	+240.28%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.54%	213.3K	5.31M	32.53K	+18.00%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.33%	130.04K	3.23M	41.1K	+46.21%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.86%	340.88K	8.44M	62.85K	+22.61%
Sep 30, 2025	JANE STREET GROUP, LLC	0.72%	284.02K	7.04M	171.68K	+152.82%
Sep 30, 2025	VESTGEN ADVISORS, LLC	0.49%	195.91K	4.85M	246	+0.13%
Sep 30, 2025	LPL FINANCIAL LLC	9.51%	3.77M	93.43M	875.03K	+30.20%
Sep 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	5.73%	2.27M	56.28M	106.12K	+4.90%
Sep 30, 2025	MEEDER ADVISORY SERVICES, INC.	4.38%	1.74M	43.03M	143.6K	+9.01%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.2%	870.68K	21.57M	450.78K	+107.35%
Sep 30, 2025	CENTRAL BANK & TRUST CO	1.78%	705.2K	17.47M	-36.73K	-4.95%
Sep 30, 2025	RFG ADVISORY, LLC	1.38%	547.37K	13.56M	-8.03K	-1.45%
Sep 30, 2025	SHOREHAVEN WEALTH PARTNERS, LLC	0.19%	75.84K	1.88M	-29.25K	-27.84%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.19%	73.77K	1.83M	29.98K	+68.44%
Sep 30, 2025	CROBAN	0.18%	70.33K	1.74M	-1.78K	-2.46%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	66.88K	1.66M	1.23K	+1.87%
Sep 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.17%	66.37K	1.65M	-15.63K	-19.06%
Sep 30, 2025	REDHAWK WEALTH ADVISORS, INC.	0.16%	61.77K	1.53M	34.53K	+126.73%
Sep 30, 2025	BOWMAN & CO S.C.	0.14%	56.12K	1.39M	569	+1.02%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.14%	55.27K	1.37M	21.34K	+62.89%
Sep 30, 2025	SEQUENT PLANNING LLC	0.13%	53.16K	1.32M	53.16K	+100.00%
Sep 30, 2025	SFG WEALTH MANAGEMENT, LLC.	0.12%	49.4K	1.22M	49.4K	+100.00%
Sep 30, 2025	UNITING WEALTH PARTNERS, LLC	0.11%	42.34K	1.05M	42.34K	+100.00%
Sep 30, 2025	WULFF, HANSEN & CO.	0.1%	41.19K	1.02M	0	0
Sep 30, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.1%	40.09K	993.05K	1.64K	+4.27%
Sep 30, 2025	TRUIST FINANCIAL CORP	1.16%	458.77K	11.36M	396.68K	+638.95%
Sep 30, 2025	MORGAN STANLEY	0.66%	261.75K	6.48M	261.75K	+100.00%
Sep 30, 2025	TRUWEALTH ADVISORS, LLC	1.1%	434.57K	10.76M	214.31K	+97.29%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	1.08%	427.6K	10.59M	14.15K	+3.42%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.61%	241.08K	5.97M	85.02K	+54.48%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.56%	223.49K	5.54M	91.23K	+68.98%
Sep 30, 2025	PRENTICE WEALTH MANAGEMENT LLC	0.52%	208.08K	5.15M	21.74K	+11.66%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	1.39%	551.16K	13.65M	109.47K	+24.79%
Sep 30, 2025	LEGACY CG, LLC	1.16%	461.69K	11.44M	-10.3K	-2.18%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.52%	206.88K	5.13M	44.79K	+27.63%
Sep 30, 2025	MARINER, LLC	0.52%	206.15K	5.11M	17.06K	+9.02%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	5.16%	2.05M	50.77M	987.59K	+93.11%
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.2%	79.91K	1.98M	-3.41K	-4.10%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.2%	77.34K	1.92M	8.34K	+12.09%
Sep 30, 2025	PENNEY FINANCIAL, LLC	0.19%	76.54K	1.9M	76.54K	+100.00%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.91%	362.49K	8.98M	49.19K	+15.70%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.74%	293.45K	7.27M	228.68K	+353.06%
Sep 30, 2025	CWM, LLC	0.74%	293.05K	7.26M	176.22K	+150.84%
Sep 30, 2025	ASIO CAPITAL, LLC	0.65%	257.01K	6.37M	13.74K	+5.65%
Sep 30, 2025	BLUESTEM WEALTH PARTNERS, LLC	0.62%	244.14K	6.05M	-73.34K	-23.10%
Sep 30, 2025	JPMORGAN CHASE & CO	0.46%	183.32K	4.54M	-16.11K	-8.08%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.46%	180.77K	4.48M	29.92K	+19.84%
Sep 30, 2025	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.43%	168.78K	4.18M	-3.78K	-2.19%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.42%	166.37K	4.11M	46.74K	+39.07%
Sep 30, 2025	LEGACY FINANCIAL ADVISORS, INC.	0.38%	149.8K	3.71M	149.8K	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.36%	144.2K	3.57M	46.22K	+47.18%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.36%	142.6K	3.53M	24.88K	+21.13%
Sep 30, 2025	AMERICAN FINANCIAL & TAX STRATEGIES INC	0.32%	125.79K	3.12M	-9.72K	-7.17%
Sep 30, 2025	ROBINSON SMITH WEALTH ADVISORS LLC	0.32%	125.7K	3.11M	125.7K	+100.00%
Sep 30, 2025	HANCOCK WHITNEY CORP	0.31%	123.97K	3.07M	30.12K	+32.10%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.31%	122.67K	3.04M	63.88K	+108.65%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.3%	120.76K	2.99M	120.76K	+100.00%
Sep 30, 2025	RETIREMENT PLANNING GROUP	0.26%	103.07K	2.55M	23.93K	+30.23%
Sep 30, 2025	ABOUND FINANCIAL, LLC	0.26%	102.22K	2.53M	-8.14K	-7.37%
Sep 30, 2025	ONE DEGREE ADVISORS INC	0.24%	94.93K	2.35M	-2.06K	-2.13%
Sep 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.24%	94.83K	2.35M	12.6K	+15.32%
Sep 30, 2025	LEEWARD FINANCIAL PARTNERS, LLC	0.23%	91.7K	2.27M	21.81K	+31.21%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.22%	88.94K	2.2M	88.94K	+100.00%
Sep 30, 2025	WRIGHT FUND MANAGEMENT, LLC	0.22%	86.3K	2.14M	-178K	-67.35%
Sep 30, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.22%	86.04K	2.13M	1.65K	+1.95%
Sep 30, 2025	WAYFINDING FINANCIAL, LLC	0.2%	80.9K	2M	550	+0.68%
Sep 30, 2025	COLONY GROUP, LLC	3.6%	1.43M	35.32M	116.26K	+8.88%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.79%	1.11M	27.42M	280.54K	+33.94%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	2.21%	875.18K	21.68M	195.85K	+28.83%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.48%	587.68K	14.5M	203.84K	+53.10%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	3.21%	1.06M	25.68M	309.78K	+41.25%
Jun 30, 2025	COLONY GROUP, LLC	3.96%	1.31M	31.77M	21.86K	+1.70%
Jun 30, 2025	MEEDER ADVISORY SERVICES, INC.	4.82%	1.59M	38.66M	1.59M	+100.00%
Jun 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	6.55%	2.17M	52.55M	106.4K	+5.17%
Jun 30, 2025	LPL FINANCIAL LLC	8.75%	2.9M	70.28M	-187.46K	-6.08%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.2%	65.66K	1.59M	11.08K	+20.30%
Jun 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.25%	82.23K	1.97M	82.23K	+100.00%
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.25%	83.32K	2.02M	3.78K	+4.75%
Jun 30, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.26%	84.39K	2.05M	2.45K	+2.98%
Jun 30, 2025	SHOREHAVEN WEALTH PARTNERS, LLC	0.32%	105.09K	2.55M	-21.74K	-17.14%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.36%	117.72K	2.86M	24.57K	+26.38%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.36%	119.63K	2.9M	72.05K	+151.44%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.47%	156.06K	3.79M	-52.52K	-25.18%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.47%	156.55K	3.8M	156.55K	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0.6%	199.43K	4.84M	-11.1K	-5.27%
Jun 30, 2025	WRIGHT FUND MANAGEMENT, LLC	0.8%	264.3K	6.46M	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.21%	69K	1.67M	12.17K	+21.42%
Jun 30, 2025	LEEWARD FINANCIAL PARTNERS, LLC	0.21%	69.89K	1.7M	3.5K	+5.28%
Jun 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.25%	81.99K	1.98M	81.99K	+100.00%
Jun 30, 2025	VESTGEN ADVISORS, LLC	0.59%	195.67K	4.75M	1K	+0.51%
Jun 30, 2025	BLUESTEM WEALTH PARTNERS, LLC	0.96%	317.48K	7.7M	-102.14K	-24.34%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	1.25%	413.45K	10.03M	377.17K	+1,039.58%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.49%	162.09K	3.93M	-304	-0.19%
Jun 30, 2025	TRUWEALTH ADVISORS, LLC	0.67%	220.27K	5.34M	5.15K	+2.39%
Jun 30, 2025	LEGACY CG, LLC	1.43%	471.99K	11.45M	-16.12K	-3.30%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.46%	150.84K	3.66M	11.26K	+8.07%
Jun 30, 2025	FOREFRONT ANALYTICS, LLC	0.22%	72.11K	1.75M	72.11K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.4%	132.26K	3.21M	49.41K	+59.65%
Jun 30, 2025	AMERICAN FINANCIAL & TAX STRATEGIES INC	0.41%	135.5K	3.29M	1.16K	+0.86%
Jun 30, 2025	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.52%	172.56K	4.19M	3.85K	+2.28%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.16%	383.85K	9.31M	252.38K	+191.98%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.3%	97.98K	2.38M	93.88K	+2,289.66%
Jun 30, 2025	MARINER, LLC	0.57%	189.09K	4.59M	1.25K	+0.66%
Jun 30, 2025	RETIREMENT PLANNING GROUP	0.24%	79.14K	1.92M	60.16K	+316.90%
Jun 30, 2025	ABOUND FINANCIAL, LLC	0.33%	110.36K	2.68M	-2.28K	-2.02%
Jun 30, 2025	ONE DEGREE ADVISORS INC	0.29%	96.99K	2.35M	20.22K	+26.34%
Jun 30, 2025	PRENTICE WEALTH MANAGEMENT LLC	0.56%	186.35K	4.52M	57.8K	+44.96%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.95%	313.3K	7.6M	17.27K	+5.83%
Jun 30, 2025	ASIO CAPITAL, LLC	0.74%	243.27K	5.9M	243.27K	+100.00%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.84%	278.03K	6.75M	14.66K	+5.57%
Jun 30, 2025	CWM, LLC	0.35%	116.83K	2.83M	26.32K	+29.08%
Jun 30, 2025		0.22%	72.11K	1.75M	3.96K	+5.81%
Jun 30, 2025	HANCOCK WHITNEY CORP	0.28%	93.85K	2.28M	93.85K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.34%	112.34K	2.73M	67.06K	+148.10%
Jun 30, 2025	WAYFINDING FINANCIAL, LLC	0.24%	80.35K	1.94M	33.56K	+71.74%
Jun 30, 2025	RFG ADVISORY, LLC	1.68%	555.4K	13.47M	-4.32K	-0.77%
Jun 30, 2025	CROBAN	0.22%	72.11K	1.75M	3.96K	+5.81%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.27%	419.9K	10.19M	382.14K	+1,012.06%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	2.05%	679.33K	16.48M	472.03K	+227.70%
Jun 30, 2025	CENTRAL BANK & TRUST CO	2.24%	741.93K	18M	2.15K	+0.29%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.5%	826.54K	20.05M	228.57K	+38.22%
Mar 31, 2025	LEGACY CG, LLC	1.97%	488.11K	11.93M	488.11K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.65%	162.4K	3.97M	34.14K	+26.62%
Mar 31, 2025	COLONY GROUP, LLC	5.19%	1.29M	31.48M	-18.11K	-1.39%
Mar 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.17%	43.02K	1.05M	20.83K	+93.88%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.23%	56.83K	1.39M	18.97K	+50.11%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.38%	93.15K	2.28M	10.66K	+12.93%
Mar 31, 2025	JPMORGAN CHASE & CO	0.85%	210.52K	5.15M	-24.97K	-10.60%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.86%	212.5K	5.19M	34.37K	+19.29%
Mar 31, 2025	TRUWEALTH ADVISORS, LLC	0.87%	215.12K	5.26M	215.12K	+100.00%
Mar 31, 2025		0.27%	68.15K	1.66M	7.07K	+11.58%
Mar 31, 2025	SABAL TRUST CO	0.18%	44.41K	1.09M	44.41K	+100.00%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.06%	263.37K	6.44M	103.72K	+64.96%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	1.19%	296.03K	7.24M	11.19K	+3.93%
Mar 31, 2025	RFG ADVISORY, LLC	2.26%	559.71K	13.68M	549.58K	+5,425.85%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.41%	597.98K	14.61M	117.81K	+24.54%
Mar 31, 2025	CENTRAL BANK & TRUST CO	2.98%	739.78K	18.08M	-10.39K	-1.39%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	3.03%	750.91K	18.36M	172.12K	+29.74%
Mar 31, 2025	WRIGHT FUND MANAGEMENT, LLC	1.07%	264.3K	6.46M	146K	+123.42%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.31%	77.82K	1.9M	77.82K	+100.00%
Mar 31, 2025	WAYFINDING FINANCIAL, LLC	0.19%	46.79K	1.14M	46.79K	+100.00%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.19%	47.58K	1.16M	19.18K	+67.52%
Mar 31, 2025	SFG WEALTH MANAGEMENT, LLC.	0.2%	48.44K	1.18M	18.89K	+63.91%
Mar 31, 2025	BOWMAN & CO S.C.	0.22%	53.38K	1.3M	13.03K	+32.30%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.22%	54.58K	1.33M	35.39K	+184.46%
Mar 31, 2025	LEEWARD FINANCIAL PARTNERS, LLC	0.27%	66.39K	1.62M	1.74K	+2.69%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.29%	71.08K	1.74M	315	+0.45%
Mar 31, 2025	ONE DEGREE ADVISORS INC	0.31%	76.77K	1.88M	2.67K	+3.60%
Mar 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.32%	79.55K	1.94M	11.14K	+16.28%
Mar 31, 2025	REDHAWK WEALTH ADVISORS, INC.	0.33%	80.72K	1.97M	16.08K	+24.87%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.33%	82.85K	2.02M	4.7K	+6.01%
Mar 31, 2025	CWM, LLC	0.36%	90.51K	2.21M	18.04K	+24.89%
Mar 31, 2025	GLENVIEW TRUST CO	0.43%	106.94K	2.61M	0	0
Mar 31, 2025	SHOREHAVEN WEALTH PARTNERS, LLC	0.51%	126.83K	3.1M	-25.66K	-16.82%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.53%	131.46K	3.21M	57.9K	+78.71%
Mar 31, 2025	AMERICAN FINANCIAL & TAX STRATEGIES INC	0.54%	134.34K	3.28M	-7.12K	-5.03%
Mar 31, 2025	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.68%	168.71K	4.12M	168.71K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.84%	207.3K	5.07M	57.8K	+38.66%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.84%	208.58K	5.1M	181.22K	+662.35%
Mar 31, 2025	LPL FINANCIAL LLC	12.43%	3.08M	75.38M	493.26K	+19.04%
Mar 31, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.33%	81.08K	1.98M	35.53K	+78.02%
Mar 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	8.3%	2.06M	50.34M	2.06M	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.18%	45.28K	1.11M	12.28K	+37.23%
Mar 31, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.33%	81.95K	2M	-49.51K	-37.66%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.56%	139.58K	3.41M	27.04K	+24.02%
Mar 31, 2025	PRENTICE WEALTH MANAGEMENT LLC	0.52%	128.55K	3.14M	58.28K	+82.95%
Mar 31, 2025	MARINER, LLC	0.76%	187.84K	4.59M	3.92K	+2.13%
Mar 31, 2025	GAMMA INVESTING LLC	0.24%	58.7K	1.43M	-4.71K	-7.42%
Mar 31, 2024	BILL FEW ASSOCIATES, INC.	0.18%	15.3K	375.36K	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.28%	23.02K	564.71K	6.87K	+42.57%
Mar 31, 2024	ESSEX FINANCIAL SERVICES, INC.	0.29%	24.22K	594.21K	11.3K	+87.49%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.32%	27.17K	666.43K	8.24K	+43.56%
Mar 31, 2024	SFG WEALTH MANAGEMENT, LLC.	0.34%	28.35K	695.45K	28.35K	+100.00%
Mar 31, 2024	CEDAR POINT CAPITAL PARTNERS, LLC	0.45%	37.56K	921.25K	3.04K	+8.80%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.45%	38.26K	938.59K	24.3K	+174.07%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.46%	37.21K	912.76K	-10.45K	-21.93%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.48%	40.2K	986.1K	-18.5K	-31.52%
Mar 31, 2024	BOWMAN & CO S.C.	0.48%	40.34K	989.64K	40.34K	+100.00%
Mar 31, 2024	WULFF, HANSEN & CO.	0.49%	41.19K	1.01M	41.19K	+100.00%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.49%	41.7K	1.02M	41.7K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.51%	43.05K	1.06M	34.79K	+420.87%
Mar 31, 2024	LANDMARK WEALTH MANAGEMENT, LLC	0.52%	44.25K	1.09M	-2.71K	-5.77%
Mar 31, 2024	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.55%	46.14K	1.13M	8.33K	+22.02%
Mar 31, 2024	ATLAS PRIVATE WEALTH MANAGEMENT	0.56%	47.59K	1.17M	1.04K	+2.23%
Mar 31, 2024	STRATOS WEALTH ADVISORS, LLC	0.57%	47.73K	1.17M	4.15K	+9.53%
Mar 31, 2024	JANE STREET GROUP, LLC	0.64%	51.5K	1.26M	24.64K	+91.76%
Mar 31, 2024	LEEWARD FINANCIAL PARTNERS, LLC	0.65%	55.19K	1.35M	8.51K	+18.23%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.9%	76.12K	1.87M	-14.62K	-16.11%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.22%	99.08K	2.43M	10.64K	+12.02%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.36%	110.01K	2.7M	18.87K	+20.70%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.48%	120.1K	2.95M	375	+0.31%
Mar 31, 2024	SHOREHAVEN WEALTH PARTNERS, LLC	1.66%	140.15K	3.44M	15.22K	+12.19%
Mar 31, 2024	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	1.78%	150.15K	3.68M	78.8K	+110.43%
Mar 31, 2024	JPMORGAN CHASE & CO	2.25%	181.82K	4.46M	-81.2K	-30.87%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	3.18%	257.38K	6.26M	73.46K	+39.94%
Mar 31, 2024	CENTRAL BANK & TRUST CO	7.11%	599.42K	14.7M	302.02K	+101.55%
Mar 31, 2024	LPL FINANCIAL LLC	8.3%	671.79K	16.48M	134.78K	+25.10%
Mar 31, 2024	FRANKLIN RESOURCES INC	21.04%	1.77M	43.53M	-33.03K	-1.83%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.14%	11.09K	271.92K	11.09K	+100.00%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.14%	11.37K	279K	216	+1.94%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.16%	13.9K	340.99K	109	+0.79%
Mar 31, 2024	REDHAWK WEALTH ADVISORS, INC.	0.18%	14.9K	365.38K	334	+2.29%
Mar 31, 2024	CITADEL ADVISORS LLC	0.18%	14.6K	358.09K	14.6K	+100.00%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.2%	16.51K	404.99K	-6.11K	-27.02%
Mar 31, 2024	CETERA ADVISORS LLC	0.2%	16.63K	407.92K	16.63K	+100.00%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.08%	7.02K	172K	0	0
Mar 31, 2024	ASPIRE WEALTH MANAGEMENT CORP	0.09%	7.22K	176.98K	0	0
Mar 31, 2024	TRUEWEALTH ADVISORS, LLC	0.1%	8.58K	210.37K	8.58K	+100.00%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0.1%	8.82K	216.38K	-7.78K	-46.85%
Mar 31, 2024	MAGNUS FINANCIAL GROUP LLC	0.11%	9.11K	223.47K	549	+6.41%
Mar 31, 2024	RFG ADVISORY, LLC	0.13%	10.61K	260.37K	10.61K	+100.00%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.13%	11.23K	275.34K	11.23K	+100.00%
Mar 31, 2024	VISIONARY WEALTH ADVISORS	0.2%	17.11K	419.58K	-1.55K	-8.31%
Mar 31, 2024	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.21%	17.51K	429.54K	642	+3.81%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.25%	20.84K	511.31K	6.96K	+50.12%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.25%	21.46K	526.51K	3.16K	+17.28%
Mar 31, 2024	COLLABORATIVE WEALTH MANAGMENT INC.	0.26%	22.04K	540.52K	9.12K	+70.62%
Mar 31, 2024	MARINER, LLC	1.67%	141.22K	3.46M	141.22K	+100.00%
Mar 31, 2024	O'DELL GROUP, LLC	0%	0	-	-179	-100.00%
Mar 31, 2024	CAPITAL ANALYSTS, LLC	0.01%	500	12K	0	0
Mar 31, 2024	TIDEMARK, LLC	0.01%	534	13.09K	4	+0.75%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.02%	1.41K	34.64K	412	+41.20%
Mar 31, 2024	CWM, LLC	0.02%	1.45K	35K	-886	-38.01%
Mar 31, 2024	VITALSTONE FINANCIAL, LLC	0.02%	1.5K	37	200	+15.38%
Mar 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0.02%	1.79K	43.98M	283	+18.74%
Mar 31, 2024	GAMMA INVESTING LLC	0.03%	2.28K	55.98K	2.28K	+100.00%
Mar 31, 2024	PRIVATE TRUST CO NA	0.08%	6.48K	158.93K	0	0
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.16%	11.16K	271K	11.16K	+100.00%
Dec 31, 2023	JANE STREET GROUP, LLC	0.38%	26.86K	651.55K	-41.45K	-60.68%
Dec 31, 2023	COLLABORATIVE WEALTH MANAGMENT INC.	0.18%	12.92K	313.32K	2.43K	+23.22%
Dec 31, 2023	ESSEX FINANCIAL SERVICES, INC.	0.18%	12.92K	313.44K	12.92K	+100.00%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.2%	13.79K	334.58K	13.79K	+100.00%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.2%	13.89K	336.85K	13.89K	+100.00%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.2%	13.96K	338.69K	1.96K	+16.36%
Dec 31, 2023	REDHAWK WEALTH ADVISORS, INC.	0.21%	14.56K	353.25K	14.56K	+100.00%
Dec 31, 2023	BILL FEW ASSOCIATES, INC.	0.22%	15.3K	371.23K	0	0
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.23%	16.15K	391.73K	1.7K	+11.77%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.24%	16.6K	399.97K	16.6K	+100.00%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.32%	22.62K	548.86K	22.62K	+100.00%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.27%	18.92K	459.09K	18.92K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.26%	88.44K	2.15M	88.44K	+100.00%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	1.29%	90.74K	2.2M	-19.44K	-17.64%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.3%	91.14K	2.21M	13.67K	+17.64%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.71%	119.72K	2.9M	-54.56K	-31.31%
Dec 31, 2023	SHOREHAVEN WEALTH PARTNERS, LLC	1.78%	124.93K	3.03M	-8.64K	-6.47%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	2.62%	183.92K	4.46M	180.05K	+4,645.15%
Dec 31, 2023	JPMORGAN CHASE & CO	3.75%	263.02K	6.38M	112K	+74.16%
Dec 31, 2023	LPL FINANCIAL LLC	7.66%	537.02K	13.03M	-16.09K	-2.91%
Dec 31, 2023	VISIONARY WEALTH ADVISORS	0.27%	18.66K	452.6K	-268	-1.42%
Dec 31, 2023	FRANKLIN RESOURCES INC	25.77%	1.81M	43.85M	-106	-0.01%
Dec 31, 2023	O'DELL GROUP, LLC	0%	179	4.34K	179	+100.00%
Dec 31, 2023	CAPITAL ANALYSTS, LLC	0.01%	500	12K	0	0
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0.01%	1K	24.26K	0	0
Dec 31, 2023	VITALSTONE FINANCIAL, LLC	0.02%	1.3K	32K	0	0
Dec 31, 2023	AMERITAS INVESTMENT PARTNERS, INC.	0.02%	1.51K	36.63K	56	+3.85%
Dec 31, 2023	CWM, LLC	0.03%	2.33K	57K	2.33K	+100.00%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.05%	3.24K	78.65K	3.24K	+100.00%
Dec 31, 2023	PRIVATE TRUST CO NA	0.09%	6.48K	157.18K	0	0
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0.1%	7.02K	170K	-3.87K	-35.55%
Dec 31, 2023	ASPIRE WEALTH MANAGEMENT CORP	0.1%	7.22K	175.04K	7.22K	+100.00%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.26%	18.3K	443.98K	-1.26K	-6.43%
Dec 31, 2023	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.24%	16.87K	409.24K	-873	-4.92%
Dec 31, 2023	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	1.02%	71.36K	1.73M	71.36K	+100.00%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.84%	58.7K	1.42M	-33.81K	-36.55%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.68%	47.66K	1.16M	47.66K	+100.00%
Dec 31, 2023	LANDMARK WEALTH MANAGEMENT, LLC	0.67%	46.95K	1.14M	-997	-2.08%
Dec 31, 2023	LEEWARD FINANCIAL PARTNERS, LLC	0.67%	46.68K	1.13M	6.47K	+16.08%
Dec 31, 2023	ATLAS PRIVATE WEALTH MANAGEMENT	0.66%	46.55K	1.13M	46.55K	+100.00%
Dec 31, 2023	STRATOS WEALTH ADVISORS, LLC	0.62%	43.58K	1.06M	4.24K	+10.79%
Dec 31, 2023	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.54%	37.81K	917.34K	5.29K	+16.26%
Dec 31, 2023		0.01%	530	12.86K	530	+100.00%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.12%	8.27K	200.51K	-1.91K	-18.76%
Dec 31, 2023	MAGNUS FINANCIAL GROUP LLC	0.12%	8.56K	207.7K	-26.26K	-75.42%

Frequently Asked Questions