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

Who are the major shareholders selling Franklin U.S. Large Cap Multifactor Index ETF stock?

FINANCIAL ENGINES ADVISORS L.L.C., in the last quarter, reduced its stake in FLQL by -1.41% restricting it's holding to 48.79 thousand shares of worth nearly $3.82M. EQUITABLE HOLDINGS, INC. also lessened -12.78% of the FLQL shares from its portfolio, reducing its holding to 66.46 thousand shares of worth $5.20M. ADVISOR GROUP HOLDINGS, INC. also shunned FLQL shares holding by -6.69% last quarter which brought its holding to 76.17 thousand shares worth $5.96M.

Investors who are buying FLQL stock?

As per its latest 13F filing, CORNERSTONE WEALTH MANAGEMENT, LLC increased its stake in FLQL by 2.68% in the last quarter. The institutional holder raised its holding to 46.81 thousand shares having worth more than $3.66M. SUSQUEHANNA INTERNATIONAL GROUP, LLP also added 4.91% more shares of FLQL to its portfolio, raising its holding to 60.93 thousand shares of worth $4.77M. ROYAL BANK OF CANADA also increased its FLQL shares holding by 290.18% which brought its holding to 65 thousand shares worth $5.09M.

FLQL's major insiders: who are they?

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

Did an insider recently sell FLQL stock?

Company executives, directors, and other insiders own N/A percent of Franklin U.S. Large Cap Multifactor Index ETF's stock. Within the last six months, there have been 0 transaction(s) in which FLQL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased FLQL stock?

There have been 0 transaction(s) during the past 6-months in which Franklin U.S. Large Cap Multifactor Index ETF insiders have bought stock, totalling 0 shares

How much of FLQL does insiders own?

Around 0 Franklin U.S. Large Cap Multifactor Index ETF shares are held by insiders, which represents about N/A of FLQL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FLQL?

CORNERSTONE WEALTH MANAGEMENT, LLC is the largest institutional owner in FLQL which holds 46.81 thousand shares worth $3.66M or 0.17% of the total FLQL shares outstanding followed by FINANCIAL ENGINES ADVISORS L.L.C. with ownership of 48.79 thousand shares representing 0.18% of the FLQL ownership. SUSQUEHANNA INTERNATIONAL GROUP, LLP is the third largest stakeholder with 60.93 thousand shares or 0.23% of the ownership worth more than $4.77M.

Is Franklin U.S. Large Cap Multifactor Index 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 FLQL is concerned, it is a stock which is optionable.

Is there a short position on FLQL's shares?

Number of FLQL 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 FLQL shares are there?

As of today, null shares of FLQL are outstanding.

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

FLQL 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 FLQL is null.

Franklin US Large Cap Multifactor Index ETF (FLQL) 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. CORNERSTONE WEALTH MANAGEMENT, LLC is the top corporate investor, holding 46.81K shares valued at $3.66M. A 0.17% stake in Franklin U.S. Large Cap Multifactor Index ETF is owned by the company. FINANCIAL ENGINES ADVISORS L.L.C. owns 48.79K shares valued at $3.82M, which translates its holding of 0.18% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.17%	46.81K	3.66M	1.22K	+2.68%
Jun 30, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	0.18%	48.79K	3.82M	-699	-1.41%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	60.93K	4.77M	2.85K	+4.91%
Jun 30, 2026	ROYAL BANK OF CANADA	0.24%	65K	5.09M	48.34K	+290.18%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.25%	66.46K	5.2M	-9.74K	-12.78%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.27%	71.42K	5.59M	24.16K	+51.11%
Jun 30, 2026	CERITY PARTNERS LLC	0.28%	75.56K	5.92M	19.89K	+35.72%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.28%	76.17K	5.96M	-5.46K	-6.69%
Jun 30, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.4%	108.21K	7.68M	-1.72K	-1.56%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.51%	135.69K	10.62M	-1.2K	-0.88%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.52%	138.48K	10.84M	14.79K	+11.96%
Jun 30, 2026	RFG ADVISORY, LLC	0.55%	148.47K	11.62M	148.47K	+100.00%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.75%	200.28K	15.65M	97.2K	+94.30%
Jun 30, 2026	SEQUENT PLANNING LLC	0.82%	219.83K	17.21M	14.41K	+7.01%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.01%	271.5K	20.74M	46.66K	+20.75%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.03%	276.52K	21.65M	71.09K	+34.61%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.73%	465.27K	36.42M	96.89K	+26.30%
Jun 30, 2026	MORGAN STANLEY	2.16%	578.89K	45.32M	42.36K	+7.89%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	2.27%	607.92K	47.59M	46.39K	+8.26%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	2.86%	767.26K	60.06M	220.58K	+40.35%
Jun 30, 2026	LPL FINANCIAL LLC	3.27%	877.86K	68.72M	113.99K	+14.92%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	4.02%	1.08M	84.47M	-15.1K	-1.38%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	6.74%	1.81M	141.51M	-239.55K	-11.70%
Jun 30, 2026	BOGART WEALTH, LLC	0.07%	18.32K	1.43M	0	0
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.11%	29.07K	2.28M	25.15K	+640.31%
Jun 30, 2026	LAKESHORE CAPITAL GROUP, INC.	0.12%	31.18K	2.44M	-617	-1.94%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	62.04K	4.86M	52.97K	+583.68%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	82.27K	6.44M	2.73K	+3.43%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.68%	181.12K	14.18M	8.01K	+4.63%
Jun 30, 2026	BENSLER, LLC	0.08%	20.65K	1.62M	2.3K	+12.50%
Jun 30, 2026	HOWARD CAPITAL MANAGEMENT INC.	0.9%	240.98K	18.86M	240.98K	+100.00%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	4.44%	1.19M	93.18M	-38.15K	-3.11%
Jun 30, 2026	MCKINNEY CAPITAL MANAGEMENT, LLC	0.47%	126.14K	9.87M	126.14K	+100.00%
Jun 30, 2026	ARRIEN INVESTMENTS, INC.	0.07%	19.53K	1.53M	-25	-0.13%
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.09%	24.34K	1.91M	2.61K	+12.02%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.1%	25.92K	2.03M	6.37K	+32.60%
Jun 30, 2026	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.13%	33.92K	2.66M	8.4K	+32.92%
Jun 30, 2026	PAUL R. RIED FINANCIAL GROUP, LLC	0.15%	40.76K	3.19M	-3.43K	-7.77%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	44.92K	3.52M	3.26K	+7.81%
Jun 30, 2026	JPMORGAN CHASE & CO	1.7%	457.07K	35.54M	16.14K	+3.66%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	6.27%	1.68M	131.62M	6.11K	+0.36%
Jun 30, 2026	VISE TECHNOLOGIES, INC.	0.02%	4.83K	377.7K	4.83K	+100.00%
Jun 30, 2026	BARNES WEALTH MANAGEMENT GROUP, INC	0.02%	5.32K	416.38K	702	+15.20%
Jun 30, 2026	STONEX GROUP INC.	0.03%	8.87K	692.96K	433	+5.13%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.03%	9.08K	710.82K	172	+1.93%
Jun 30, 2026	PARSONS CAPITAL MANAGEMENT INC/RI	0.04%	9.7K	759.48K	9.7K	+100.00%
Jun 30, 2026	MARINER, LLC	0.04%	10.68K	835.85K	-39.54K	-78.74%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.04%	10.9K	853K	371	+3.52%
Jun 30, 2026	CORE WEALTH PARTNERS LLC	0.04%	11.66K	913.03K	-1.63K	-12.25%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.05%	11.91K	932.16K	4.23K	+55.11%
Jun 30, 2026	OPPENHEIMER & CO INC	0.05%	14.26K	1.12M	10.93K	+328.68%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.06%	14.98K	1.17M	-1.24K	-7.62%
Jun 30, 2026	CRUX WEALTH ADVISORS	0.06%	15.15K	1.19M	-456	-2.92%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.06%	15.58K	1.22M	121	+0.78%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.06%	15.84K	1.24M	383	+2.48%
Jun 30, 2026	BLACKROCK, INC.	0.1%	27.73K	2.17M	11.37K	+69.48%
Jun 30, 2026	SAGESPRING WEALTH PARTNERS, LLC	0.11%	28.78K	2.25M	-2.97K	-9.36%
Jun 30, 2026	UBS GROUP AG	0.35%	93.47K	7.32M	-4.08K	-4.18%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.42%	113.42K	8.88M	15.1K	+15.36%
Jun 30, 2026	WIN ADVISORS, INC	0.46%	123.28K	9.65M	123.28K	+100.00%
Jun 30, 2026		0.09%	23.09K	1.81M	2.92K	+14.50%
Jun 30, 2026	MGO ONE SEVEN LLC	0.5%	133.53K	10.45M	674	+0.51%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	1.71%	458.05K	35.86M	9.7K	+2.16%
Jun 30, 2026	FRANKLIN RESOURCES INC	31.74%	8.52M	666.57M	-299.72K	-3.40%
Jun 30, 2026	INDIVISIBLE PARTNERS	0.09%	23.09K	1.81M	2.92K	+14.50%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.12%	561.52K	37.98M	21.29K	+3.94%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	4.13%	1.09M	74.01M	63.55K	+6.17%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	4.64%	1.23M	83.09M	62.1K	+5.32%
Mar 31, 2026	ROYAL BANK OF CANADA	0.07%	16.66K	1.13M	2.58K	+18.31%
Mar 31, 2026	BOGART WEALTH, LLC	0.08%	18.32K	1.24M	0	0
Mar 31, 2026	LPL FINANCIAL LLC	2.88%	763.87K	51.67M	123.6K	+19.30%
Mar 31, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.17%	45.59K	3.08M	-47.46K	-51.01%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.18%	47.27K	3.2M	4.06K	+9.38%
Mar 31, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	0.19%	49.49K	3.35M	-7.58K	-13.29%
Mar 31, 2026	CERITY PARTNERS LLC	0.21%	55.68K	3.77M	55.68K	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	58.08K	3.93M	31.2K	+116.06%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.05%	10.53K	712K	1.4K	+15.28%
Mar 31, 2026	CORE WEALTH PARTNERS LLC	0.06%	13.29K	899.1K	-952	-6.68%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.07%	15.46K	1.05M	977	+6.75%
Mar 31, 2026	CRUX WEALTH ADVISORS	0.07%	15.6K	1.06M	-240	-1.51%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.07%	16.22K	1.1M	-3.87K	-19.26%
Mar 31, 2026	BLACKROCK, INC.	0.07%	16.36K	1.11M	8.77K	+115.56%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	6.33%	1.68M	113.31M	111.75K	+7.15%
Mar 31, 2026	ARRIEN INVESTMENTS, INC.	0.07%	19.55K	1.32M	-13	-0.07%
Mar 31, 2026	MARINER, LLC	0.19%	50.22K	3.4M	4.17K	+9.06%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.29%	76.2K	5.28M	5.17K	+7.28%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	79.54K	5.38M	4.17K	+5.54%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.31%	81.62K	5.52M	7.06K	+9.47%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	2.06%	546.69K	36.98M	283.32K	+107.57%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	7.73%	2.05M	138.48M	-128.07K	-5.89%
Mar 31, 2026	SILVER OAK SECURITIES, INCORPORATED	0.08%	21.28K	1.44M	1.13K	+5.61%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.08%	21.73K	1.47M	2.54K	+13.21%
Mar 31, 2026	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.1%	25.52K	1.73M	10.34K	+68.14%
Mar 31, 2026	CITADEL ADVISORS LLC	0.1%	25.93K	1.75M	-5.09K	-16.40%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.11%	27.82K	1.88M	27.82K	+100.00%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.11%	29.14K	1.97M	29.14K	+100.00%
Mar 31, 2026	BENSLER, LLC	0.07%	18.36K	1.24M	18.36K	+100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.07%	19.55K	1.32M	2.47K	+14.46%
Mar 31, 2026	PAUL R. RIED FINANCIAL GROUP, LLC	0.17%	44.2K	2.99M	-5.3K	-10.71%
Mar 31, 2026	CWM, LLC	0.32%	83.49K	5.65M	15.1K	+22.09%
Mar 31, 2026	UBS GROUP AG	0.37%	97.55K	6.6M	-1.69K	-1.70%
Mar 31, 2026	ELEVATION CAPITAL ADVISORY, LLC	0.37%	97.57K	6.6M	18.91K	+24.04%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.37%	98.33K	6.65M	24.52K	+33.22%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.44%	103.08K	6.97M	103.08K	+100.00%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.41%	108.96K	7.37M	108.96K	+100.00%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.42%	109.93K	7.44M	-4.47K	-3.91%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.47%	123.68K	8.37M	18.09K	+17.13%
Mar 31, 2026	MGO ONE SEVEN LLC	0.5%	132.85K	8.99M	28.8K	+27.68%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.52%	136.88K	9.26M	-1.01K	-0.73%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.65%	173.11K	11.71M	570	+0.33%
Mar 31, 2026	SEQUENT PLANNING LLC	0.78%	205.42K	13.89M	21.38K	+11.62%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.78%	205.43K	13.9M	20.31K	+10.97%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.85%	224.83K	14.83M	39.37K	+21.23%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.39%	368.39K	24.92M	186.19K	+102.19%
Mar 31, 2026	JPMORGAN CHASE & CO	1.67%	440.93K	28.89M	33.5K	+8.22%
Mar 31, 2026	SAGESPRING WEALTH PARTNERS, LLC	0.12%	31.75K	2.15M	-9	-0.03%
Mar 31, 2026	LAKESHORE CAPITAL GROUP, INC.	0.12%	31.79K	2.15M	50	+0.16%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	41.66K	2.82M	2.75K	+7.06%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.02%	5.52K	377.65K	0	0
Mar 31, 2026	D.A. DAVIDSON & CO.	0.03%	7.68K	519.27K	0	0
Mar 31, 2026	STONEX GROUP INC.	0.04%	8.44K	570.68K	8.44K	+100.00%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.04%	8.91K	602.57K	-523	-5.55%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.04%	9.08K	613.83K	0	0
Mar 31, 2026		0.08%	20.16K	1.36M	1.49K	+7.99%
Mar 31, 2026	JANE STREET GROUP, LLC	0.08%	20.34K	1.38M	20.34K	+100.00%
Mar 31, 2026	FRANKLIN RESOURCES INC	33.29%	8.81M	596.24M	118.13K	+1.36%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	1.69%	448.34K	30.33M	50.91K	+12.81%
Mar 31, 2026	MORGAN STANLEY	2.03%	536.53K	36.29M	39.56K	+7.96%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.39%	93.04K	6.45M	1.37K	+1.49%
Dec 31, 2025	FRANKLIN RESOURCES INC	35.11%	8.7M	602.94M	-13.03K	-0.15%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	6.63%	1.56M	108.4M	84.66K	+5.72%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	4.63%	1.17M	80.87M	99.66K	+9.34%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	4.16%	1.03M	71.45M	17.63K	+1.74%
Dec 31, 2025	LPL FINANCIAL LLC	2.58%	640.27K	44.39M	55.07K	+9.41%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.04%	9.13K	633K	497	+5.75%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.03%	7.68K	532.25K	0	0
Dec 31, 2025	BLACKROCK, INC.	0.03%	7.59K	526.18K	-2.23K	-22.69%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.02%	4.95K	343.32K	0	0
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.01%	3.17K	219.98K	0	0
Dec 31, 2025	ROOT FINANCIAL PARTNERS, LLC	0.01%	2.68K	185.94K	0	0
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.01%	1.66K	115.02K	1.66K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	8.63%	2.18M	150.82M	-20.27K	-0.92%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	2.14%	540.23K	37.45M	45.68K	+9.24%
Dec 31, 2025	MORGAN STANLEY	1.97%	496.97K	34.46M	-6.91K	-1.37%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.3%	74.57K	5.17M	10.54K	+16.45%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.04%	9.43K	653.89K	-760	-7.46%
Dec 31, 2025	JPMORGAN CHASE & CO	1.73%	407.43K	28.25M	29.13K	+7.70%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.6%	397.44K	27.55M	15.96K	+4.18%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	1.04%	263.37K	18.26M	99.06K	+60.28%
Dec 31, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.97%	228.12K	15.82M	103.22K	+82.63%
Dec 31, 2025	SEQUENT PLANNING LLC	0.78%	184.04K	12.76M	20.61K	+12.61%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.73%	182.2K	12.63M	-19.25K	-9.56%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.28%	71.03K	4.92M	1.12K	+1.60%
Dec 31, 2025	MARINER, LLC	0.19%	46.04K	3.19M	302	+0.66%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.18%	43.21K	3M	-58.67K	-57.59%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	38.91K	2.7M	773	+2.03%
Dec 31, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.13%	31.76K	2.2M	94	+0.30%
Dec 31, 2025	LAKESHORE CAPITAL GROUP, INC.	0.13%	31.74K	2.2M	-3.35K	-9.54%
Dec 31, 2025	CITADEL ADVISORS LLC	0.12%	31.02K	2.15M	31.02K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	26.88K	1.86M	-19.24K	-41.71%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.09%	20.15K	1.41M	20.15K	+100.00%
Dec 31, 2025	ARRIEN INVESTMENTS, INC.	0.08%	19.56K	1.36M	-143	-0.73%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.08%	20.08K	1.39M	-7.75K	-27.85%
Dec 31, 2025		0.08%	18.67K	1.29M	18.67K	+100.00%
Dec 31, 2025	BOGART WEALTH, LLC	0.08%	18.32K	1.27M	-403	-2.15%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.08%	19.19K	1.33M	7.63K	+65.91%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.07%	17.08K	1.18M	745	+4.56%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.02%	4.07K	282.31K	-432	-9.59%
Dec 31, 2025	LEIGH BALDWIN & CO., LLC	0.02%	3.95K	274K	12	+0.30%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.75%	185.46K	12.86M	23.75K	+14.69%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.73%	185.12K	12.83M	-3.05K	-1.62%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.68%	172.54K	11.96M	9.83K	+6.04%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.58%	137.89K	9.56M	-603	-0.44%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.48%	114.4K	7.93M	33.81K	+41.95%
Dec 31, 2025	MGO ONE SEVEN LLC	0.44%	104.05K	7.21M	94.39K	+976.88%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.42%	105.59K	7.32M	2.91K	+2.84%
Dec 31, 2025	UBS GROUP AG	0.39%	99.24K	6.88M	3.3K	+3.44%
Dec 31, 2025	ELEVATION CAPITAL ADVISORY, LLC	0.33%	78.66K	5.45M	78.66K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	75.37K	5.23M	-10.43K	-12.16%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.31%	73.81K	5.12M	27.16K	+58.23%
Dec 31, 2025	CWM, LLC	0.27%	68.38K	4.74M	16.7K	+32.32%
Dec 31, 2025	SOL CAPITAL MANAGEMENT CO	0.23%	55.02K	3.81M	275	+0.50%
Dec 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.23%	57.07K	3.96M	-887	-1.53%
Dec 31, 2025	PAUL R. RIED FINANCIAL GROUP, LLC	0.21%	49.5K	3.43M	-2.28K	-4.40%
Dec 31, 2025	ROYAL BANK OF CANADA	0.06%	14.08K	976K	-33.68K	-70.52%
Dec 31, 2025	CRUX WEALTH ADVISORS	0.07%	15.84K	1.1M	-5.38K	-25.36%
Dec 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.06%	15.18K	1.05M	8.44K	+125.24%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.06%	15.29K	1.06M	8.5K	+125.23%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.06%	14.48K	1M	-115	-0.79%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	64.03K	4.25M	172	+0.27%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.29%	69.91K	4.78M	2.2K	+3.24%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.34%	80.59K	5.51M	-6.23K	-7.17%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.43%	102.68K	7.03M	-43.05K	-29.54%
Sep 30, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.52%	124.91K	8.55M	39.97K	+47.05%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.19%	46.65K	3.19M	22.34K	+91.88%
Sep 30, 2025	ROYAL BANK OF CANADA	0.2%	47.76K	3.27M	31.05K	+185.76%
Sep 30, 2025	PAUL R. RIED FINANCIAL GROUP, LLC	0.22%	51.78K	3.54M	-306	-0.59%
Sep 30, 2025	FMR LLC	0.02%	4.97K	339.93K	24	+0.49%
Sep 30, 2025	SOL CAPITAL MANAGEMENT CO	0.23%	54.74K	3.75M	26.8K	+95.93%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.02%	5.52K	377.6K	0	0
Sep 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.03%	6.74K	461.08K	3.24K	+92.79%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.03%	7.68K	525.34K	0	0
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.58%	138.49K	9.48M	1.02K	+0.74%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.68%	161.71K	11M	24.82K	+18.14%
Sep 30, 2025	ARRIEN INVESTMENTS, INC.	0.08%	19.71K	1.35M	-1.13K	-5.42%
Sep 30, 2025	CRUX WEALTH ADVISORS	0.09%	21.23K	1.45M	-2.33K	-9.88%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	38.14K	2.61M	275	+0.73%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	46.12K	3.16M	3.96K	+9.40%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.68%	162.72K	11.13M	6.34K	+4.05%
Sep 30, 2025	STONEX GROUP INC.	0.03%	7.91K	541.08K	7.91K	+100.00%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.04%	8.64K	591K	-959	-9.99%
Sep 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.24%	57.96K	3.97M	57.96K	+100.00%
Sep 30, 2025	ROSSBY FINANCIAL, LCC	0%	907	62.12K	5	+0.55%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	995	68.09K	-245	-19.76%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.84%	201.45K	13.79M	-1.15K	-0.57%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.04%	9.08K	621K	9.08K	+100.00%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.05%	11.57K	791.67K	11.33K	+4,720.42%
Sep 30, 2025	CORE WEALTH PARTNERS LLC	0.06%	14.16K	968.78K	-1.38K	-8.86%
Sep 30, 2025	MARINER, LLC	0.19%	45.74K	3.13M	-7.56K	-14.18%
Sep 30, 2025	SEQUENT PLANNING LLC	0.68%	163.43K	11.18M	163.43K	+100.00%
Sep 30, 2025	ASSETMARK, INC	0%	1.01K	69.11K	0	0
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0%	1.17K	79.93K	851	+268.45%
Sep 30, 2025	ROOT FINANCIAL PARTNERS, LLC	0.01%	2.68K	183.53K	2.68K	+100.00%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.69%	164.32K	11.24M	12.84K	+8.48%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.79%	188.16K	12.88M	31.82K	+20.35%
Sep 30, 2025	JPMORGAN CHASE & CO	1.58%	378.3K	25.89M	16.97K	+4.70%
Sep 30, 2025	BOGART WEALTH, LLC	0.08%	18.72K	1.28M	-25	-0.13%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.12%	27.84K	1.9M	108	+0.39%
Sep 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.13%	31.67K	2.17M	173	+0.55%
Sep 30, 2025	LAKESHORE CAPITAL GROUP, INC.	0.15%	35.09K	2.4M	42	+0.12%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.43%	101.88K	6.97M	66.06K	+184.40%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	4.23%	1.01M	69.32M	113.37K	+12.60%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.59%	381.48K	26.11M	11.02K	+2.98%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	9.17%	2.2M	150.25M	15.05K	+0.69%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.01%	3.17K	217.13K	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.01%	3.18K	217.47K	3.18K	+100.00%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.02%	4.5K	308.18K	-117	-2.53%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.02%	4.95K	338.87K	1.62K	+48.53%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.07%	16.33K	1.12M	173	+1.07%
Sep 30, 2025	GLASSMAN WEALTH SERVICES	0%	656	44.89K	0	0
Sep 30, 2025	SANCTUARY ADVISORS, LLC	6.17%	1.48M	101.2M	139.14K	+10.39%
Sep 30, 2025	BLACKROCK, INC.	0.04%	9.82K	671.81K	8.46K	+624.50%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.04%	10.19K	697.4K	-957	-8.58%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.36%	85.8K	5.87M	-96.63K	-52.97%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	2.06%	494.55K	33.84M	151.68K	+44.24%
Sep 30, 2025	MORGAN STANLEY	2.1%	503.88K	34.48M	-64.63K	-11.37%
Sep 30, 2025	BRYN MAWR TRUST CO	0%	566	38.73K	566	+100.00%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0%	509	34.87K	0	0
Sep 30, 2025	FRANKLIN RESOURCES INC	36.36%	8.71M	596.01M	118.28K	+1.38%
Sep 30, 2025	CWM, LLC	0.22%	51.68K	3.54M	15.78K	+43.97%
Sep 30, 2025	INTEGRATED INVESTMENT CONSULTANTS, LLC	0.07%	16.62K	16.62K	16.62K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.06%	14.6K	998.74K	146	+1.01%
Sep 30, 2025	UBS GROUP AG	0.4%	95.94K	6.57M	-4.17K	-4.17%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.38%	91.68K	6.27M	9.37K	+11.39%
Sep 30, 2025	MGO ONE SEVEN LLC	0.04%	9.66K	661.17K	9.66K	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	4.45%	1.07M	73M	45.85K	+4.49%
Sep 30, 2025	LPL FINANCIAL LLC	2.44%	585.21K	40.05M	24.35K	+4.34%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.37%	86.82K	5.48M	-11.02K	-11.27%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.02%	5.52K	348.52K	-1K	-15.34%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.03%	5.94K	375.42K	-420	-6.60%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.08%	18.61K	1.18M	16.43K	+752.24%
Jun 30, 2025	SOL CAPITAL MANAGEMENT CO	0.12%	27.94K	1.77M	3.21K	+12.98%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	63.86K	4.03M	8.23K	+14.80%
Jun 30, 2025	PAUL R. RIED FINANCIAL GROUP, LLC	0.22%	52.08K	3.29M	-518	-0.98%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.29%	67.71K	4.28M	-6.64K	-8.94%
Jun 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.35%	82.31K	5.2M	-689	-0.83%
Jun 30, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.36%	84.94K	5.38M	38.78K	+84.01%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.46%	342.87K	21.66M	17.32K	+5.32%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	622	39.29K	0	0
Jun 30, 2025	GLASSMAN WEALTH SERVICES	0%	656	41.43K	0	0
Jun 30, 2025	ASSETMARK, INC	0%	1.01K	63.79K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	1.24K	78.29K	0	0
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	1.29K	81.22K	1.29K	+100.00%
Jun 30, 2025	BLACKROCK, INC.	0.01%	1.36K	85.6K	1.36K	+100.00%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.01%	3.17K	200.41K	3.17K	+100.00%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.01%	3.33K	210.58K	3.33K	+100.00%
Jun 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.01%	3.5K	220.74K	3.5K	+100.00%
Jun 30, 2025	LEIGH BALDWIN & CO., LLC	0.02%	3.92K	247.74K	-750	-16.05%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.02%	4.53K	285.93K	4.53K	+100.00%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.02%	4.62K	291.85K	-398	-7.93%
Jun 30, 2025	FMR LLC	0.02%	4.94K	312.29M	-797	-13.88%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.02%	5K	316.6K	-18.81K	-79.01%
Jun 30, 2025	CULLEN/FROST BANKERS, INC.	0.02%	5.05K	318.82K	127	+2.58%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.05%	11.15K	704.14K	-506	-4.34%
Jun 30, 2025	CORE WEALTH PARTNERS LLC	0.07%	15.53K	981.12K	0	0
Jun 30, 2025	MORGAN STANLEY	2.42%	568.51K	35.91B	-7.67K	-1.33%
Jun 30, 2025	NATIONAL WEALTH MANAGEMENT GROUP, LLC	0.02%	5.33K	336.77K	301	+5.98%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.03%	7.68K	484.88K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.07%	16.71K	1.06M	56	+0.34%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.04%	9.6K	606K	1.55K	+19.19%
Jun 30, 2025	CWM, LLC	0.15%	35.9K	2.27M	5.33K	+17.45%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.62%	145.73K	9.2M	-4.41K	-2.93%
Jun 30, 2025	ARRIEN INVESTMENTS, INC.	0.09%	20.84K	1.32M	787	+3.93%
Jun 30, 2025	CRUX WEALTH ADVISORS	0.1%	23.55K	1.49M	-27.93K	-54.25%
Jun 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.13%	31.5K	1.99M	-413	-1.29%
Jun 30, 2025	LAKESHORE CAPITAL GROUP, INC.	0.15%	35.05K	2.21M	-594	-1.67%
Jun 30, 2025	UBS GROUP AG	0.43%	100.11K	6.32M	7.66K	+8.29%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.58%	137.47K	8.68M	5.85K	+4.44%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.64%	151.48K	9.57M	9.57K	+6.74%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.67%	156.35K	9.87M	2.41K	+1.56%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.67%	156.38K	9.88M	14.47K	+10.20%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.78%	182.43K	11.52M	-1.74K	-0.95%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.86%	202.6K	12.8M	-15.54K	-7.12%
Jun 30, 2025	JPMORGAN CHASE & CO	1.54%	361.33K	22.82M	54.77K	+17.87%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.58%	370.46K	23.4M	-18.11K	-4.66%
Jun 30, 2025	LPL FINANCIAL LLC	2.39%	560.86K	35.42M	84.92K	+17.84%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	3.83%	899.59K	56.82M	-30.92K	-3.32%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	4.34%	1.02M	64.48M	64.2K	+6.71%
Jun 30, 2025		0.09%	20.84K	1.32M	787	+3.93%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.03%	6.23K	393.68K	-9.26K	-59.76%
Jun 30, 2025	CITADEL ADVISORS LLC	0.07%	15.65K	988.52M	-22.18K	-58.63%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.15%	35.82K	2.26B	12.28K	+52.14%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.15%	36.4K	2.3M	36.4K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	9.28%	2.18M	137.72M	441.09K	+25.36%
Jun 30, 2025	FRANKLIN RESOURCES INC	36.56%	8.59M	542.64M	-967.55K	-10.12%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.1%	24.31K	1.54M	-232.69K	-90.54%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.12%	27.73K	1.75M	-717	-2.52%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.07%	16.16K	1.02M	16.16K	+100.00%
Jun 30, 2025	MARINER, LLC	0.23%	53.3K	3.37M	966	+1.85%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.45%	105.33K	6.65M	2K	+1.94%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.06%	14.45K	912.6K	-607	-4.03%
Jun 30, 2025	BOGART WEALTH, LLC	0.08%	18.75K	1.18M	0	0
Jun 30, 2025	WBI INVESTMENTS, INC.	0.02%	5.11K	322.68K	0	0
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.58%	136.88K	8.58M	43.46K	+46.52%
Jun 30, 2025	CHRISTOPHER J. HASENBERG, INC	0.24%	57.29K	3.62M	-66.47K	-53.71%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	37.87K	2.39M	1.98K	+5.51%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	42.15K	2.66M	-12.44K	-22.79%
Mar 31, 2025	JANE STREET GROUP, LLC	0.11%	24.18K	1.36M	24.18K	+100.00%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.11%	23.81K	1.34M	1.63K	+7.34%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.11%	23.55K	1.33M	-9.46K	-28.66%
Mar 31, 2025	CORE WEALTH PARTNERS LLC	0.07%	15.53K	876.73K	-756	-4.64%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.13%	28.44K	1.61M	-9.16K	-24.36%
Mar 31, 2025	FRANKLIN RESOURCES INC	43.66%	9.56M	539.51M	42.78K	+0.45%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	4.25%	930.52K	52.52M	63.1K	+7.28%
Mar 31, 2025	MORGAN STANLEY	2.63%	576.19K	32.52M	95.81K	+19.94%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.7%	153.94K	8.69M	860	+0.56%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.47%	103.33K	5.83M	581	+0.57%
Mar 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.45%	97.84K	5.52M	-686.33K	-87.52%
Mar 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.38%	82.99K	4.68M	-6.95K	-7.73%
Mar 31, 2025		0.09%	20.05K	1.13M	-60	-0.30%
Mar 31, 2025	SOL CAPITAL MANAGEMENT CO	0.11%	24.73K	1.4M	2.15K	+9.50%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.84%	184.17K	10.4M	7.22K	+4.08%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.05%	11.66K	657.78K	241	+2.11%
Mar 31, 2025	JPMORGAN CHASE & CO	1.4%	306.57K	17.3M	29.68K	+10.72%
Mar 31, 2025	ATRIA INVESTMENTS, INC	1.17%	257K	14.51M	13.16K	+5.40%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1%	218.14K	12.31M	-296.14K	-57.58%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.07%	15.06K	849.76K	-41.85K	-73.54%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.04%	7.68K	433.29K	-339	-4.23%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.07%	15.49K	874.26K	1.25K	+8.78%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.25%	55.63K	3.14M	4.62K	+9.05%
Mar 31, 2025	CWM, LLC	0.14%	30.56K	1.73M	2.27K	+8.02%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	7.94%	1.74M	98.18M	193.58K	+12.52%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.43%	93.42K	5.24M	26.96K	+40.56%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.34%	74.36K	4.2M	-8.37K	-10.11%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.04%	8.05K	454K	236	+3.02%
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.65%	141.91K	8.01M	141.91K	+100.00%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.65%	141.9K	8.01M	4.06K	+2.94%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.6%	131.62K	7.43M	427	+0.33%
Mar 31, 2025	UBS GROUP AG	0.42%	92.45K	5.22M	-16.01K	-14.76%
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.03%	6.52K	367.88K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	2.17%	475.94K	26.86M	27.53K	+6.14%
Mar 31, 2025	MARINER, LLC	0.24%	52.33K	2.95M	1.61K	+3.18%
Mar 31, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.21%	46.16K	2.61M	8.65K	+23.04%
Mar 31, 2025	CITADEL ADVISORS LLC	0.17%	37.83K	2.14M	37.83K	+100.00%
Mar 31, 2025	BOGART WEALTH, LLC	0.09%	18.75K	1.06M	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.08%	16.66K	940K	-1.33K	-7.40%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.25%	54.6K	3.08M	54.6K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.69%	150.14K	8.47M	31.51K	+26.56%
Mar 31, 2025	PAUL R. RIED FINANCIAL GROUP, LLC	0.24%	52.6K	2.97M	-1.31K	-2.43%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	35.89K	2.03M	-1.3K	-3.50%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.77%	388.57K	21.93M	-5.67K	-1.44%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	4.37%	956.68K	54M	70.2K	+7.92%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.49%	325.55K	18.37M	54.84K	+20.26%
Mar 31, 2025	CHRISTOPHER J. HASENBERG, INC	0.57%	123.76K	7.01M	-1.17K	-0.93%

Frequently Asked Questions