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

Who are the major shareholders selling First Trust Managed Municipal ETF stock?

FSB PREMIER WEALTH MANAGEMENT, INC., in the last quarter, reduced its stake in FMB by -0.12% restricting it's holding to 87.09 thousand shares of worth nearly $4.47M. BRADY MARTZ WEALTH SOLUTIONS, LLC also lessened -2.49% of the FMB shares from its portfolio, reducing its holding to 97.55 thousand shares of worth $5.01M. PRIVATE ADVISOR GROUP, LLC also shunned FMB shares holding by -2.81% last quarter which brought its holding to 105.38 thousand shares worth $5.41M.

Investors who are buying FMB stock?

As per its latest 13F filing, COUNTRY TRUST BANK increased its stake in FMB by 3.82% in the last quarter. The institutional holder raised its holding to 88.13 thousand shares having worth more than $4.53M. ADVANCE CAPITAL MANAGEMENT, INC. also added 10.84% more shares of FMB to its portfolio, raising its holding to 91.52 thousand shares of worth $4.70M. ALLWORTH FINANCIAL LP also increased its FMB shares holding by 7.54% which brought its holding to 95.49 thousand shares worth $4.91M.

FMB's major insiders: who are they?

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

Did an insider recently sell FMB stock?

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

Which insider recently purchased FMB stock?

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

How much of FMB does insiders own?

Around 0 First Trust Managed Municipal ETF shares are held by insiders, which represents about N/A of FMB stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FMB?

FSB PREMIER WEALTH MANAGEMENT, INC. is the largest institutional owner in FMB which holds 87.09 thousand shares worth $4.47M or 0.22% of the total FMB shares outstanding followed by COUNTRY TRUST BANK with ownership of 88.13 thousand shares representing 0.22% of the FMB ownership. ADVANCE CAPITAL MANAGEMENT, INC. is the third largest stakeholder with 91.52 thousand shares or 0.23% of the ownership worth more than $4.70M.

Is First Trust Managed Municipal 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 FMB is concerned, it is a stock which is not optionable.

Is there a short position on FMB's shares?

Number of FMB 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 FMB shares are there?

As of today, null shares of FMB are outstanding.

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

FMB 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 FMB is null.

First Trust Managed Municipal ETF (FMB) 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. FSB PREMIER WEALTH MANAGEMENT, INC. is the top corporate investor, holding 87.09K shares valued at $4.47M. A 0.22% stake in First Trust Managed Municipal ETF is owned by the company. COUNTRY TRUST BANK owns 88.13K shares valued at $4.53M, which translates its holding of 0.22% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	FSB PREMIER WEALTH MANAGEMENT, INC.	0.22%	87.09K	4.47M	-105	-0.12%
Jun 30, 2026	COUNTRY TRUST BANK	0.22%	88.13K	4.53M	3.25K	+3.82%
Jun 30, 2026	ADVANCE CAPITAL MANAGEMENT, INC.	0.23%	91.52K	4.7M	8.95K	+10.84%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.24%	95.49K	4.91M	6.7K	+7.54%
Jun 30, 2026	BRADY MARTZ WEALTH SOLUTIONS, LLC	0.25%	97.55K	5.01M	-2.49K	-2.49%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.26%	105.38K	5.41M	-3.05K	-2.81%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.27%	108.35K	5.57M	-359	-0.33%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.27%	111.23K	5.71M	37.14K	+50.12%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.28%	113.43K	5.83M	20.67K	+22.28%
Jun 30, 2026	BLACKHAWK CAPITAL PARTNERS LLC.	0.28%	115.92K	5.95M	1.79K	+1.56%
Jun 30, 2026	CWA ASSET MANAGEMENT GROUP, LLC	0.31%	127.17K	6.53M	425	+0.34%
Jun 30, 2026	JPMORGAN CHASE & CO	0.31%	127.38K	6.55M	33.02K	+35.00%
Jun 30, 2026	HIGHPOINT ADVISOR GROUP LLC	0.32%	130.42K	6.7M	-3.46K	-2.58%
Jun 30, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.33%	134.2K	6.89M	-6.93K	-4.91%
Jun 30, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.33%	134.36K	6.9M	-1.1K	-0.81%
Jun 30, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.39%	158.77K	8.16M	13.62K	+9.39%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.4%	164.01K	8.42M	12.05K	+7.93%
Jun 30, 2026	VISE TECHNOLOGIES, INC.	0.42%	169.89K	8.73M	169.89K	+100.00%
Jun 30, 2026	WEALTHSPIRE ADVISORS, LLC	0.6%	245.25K	12.6M	245.25K	+100.00%
Jun 30, 2026	MIRACLE MILE ADVISORS, LLC	0.62%	251.3K	12.91M	-2.65K	-1.04%
Jun 30, 2026		0.71%	281.98K	14.48M	12.55K	+4.66%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.73%	298.52K	15.33M	848	+0.28%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.79%	323.76K	16.63M	5.73K	+1.80%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.81%	331.43K	17.03M	30.96K	+10.30%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.85%	345.21K	17.73M	21.26K	+6.56%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.86%	349.6K	17.96M	1.46K	+0.42%
Jun 30, 2026	RMR WEALTH BUILDERS	0.86%	351.74K	18.07M	18.69K	+5.61%
Jun 30, 2026	LPL FINANCIAL LLC	5.94%	2.42M	124.47M	94.49K	+4.06%
Jun 30, 2026	MORGAN STANLEY	8.57%	3.5M	179.59M	155.91K	+4.67%
Jun 30, 2026	MOTCO	0.45%	185.02K	9.5M	0	0
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.51%	209.61K	10.77M	-13.94K	-6.24%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	1.27%	519.99K	26.71M	51.62K	+11.02%
Jun 30, 2026	MGO ONE SEVEN LLC	0.25%	100.18K	5.15M	3.44K	+3.55%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.26%	104.21K	5.35M	973	+0.94%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	1.22%	497.68K	25.56M	68.88K	+16.06%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.67%	273.98K	14.06M	50.2K	+22.43%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.97%	396.68K	20.38M	-21.42K	-5.12%
Jun 30, 2026	FRISCH FINANCIAL GROUP, INC.	0.56%	228.35K	11.73M	8.21K	+3.73%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.46%	186.86K	9.6M	27.75K	+17.44%
Jun 30, 2026	FOSTER & MOTLEY INC	0.37%	152.47K	7.83M	25.03K	+19.64%
Jun 30, 2026	TRUIST FINANCIAL CORP	1.05%	428.85K	22.03M	-1.57K	-0.36%
Jun 30, 2026	BCGM WEALTH MANAGEMENT, LLC	0.36%	147.83K	7.59M	9.81K	+7.11%
Jun 30, 2026	ROYAL BANK OF CANADA	1.09%	443.11K	22.76M	26.77K	+6.43%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	2.23%	911.91K	46.84M	125.88K	+16.01%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	3.08%	1.26M	64.55M	32.39K	+2.65%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	5.09%	2.08M	106.75M	31.32K	+1.53%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	5.21%	2.13M	109.28M	-301.32K	-12.41%
Jun 30, 2026	ERN FINANCIAL, LLC	0.37%	152.77K	7.85M	496	+0.33%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.44%	179.01K	9.2M	890	+0.50%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.45%	184.28K	9.47M	-1.43K	-0.77%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	1.92%	782.45K	40.19M	38.02K	+5.11%
Jun 30, 2026	AVANTAX PLANNING PARTNERS, INC.	2.05%	837.25K	43.01M	-5.66K	-0.67%
Jun 30, 2026	UBS GROUP AG	4.64%	1.89M	97.17M	-12.45K	-0.65%
Jun 30, 2026	FIFTH THIRD BANCORP	0.2%	80.71K	4.15M	-6.22K	-7.15%
Jun 30, 2026	ETESIAN WEALTH ADVISORS, INC.	0.22%	85.58K	4.4M	-1.12K	-1.29%
Jun 30, 2026	CITIGROUP INC	0.36%	147.83K	7.59M	-3.92K	-2.58%
Jun 30, 2026	LOGAN STONE CAPITAL, LLC	0.27%	109.06K	5.6M	65.96K	+153.01%
Jun 30, 2026	TRUE BLUE FINANCIAL, LLC	0.69%	281.98K	14.48M	12.55K	+4.66%
Jun 30, 2026	MAGNUS FINANCIAL GROUP LLC	0.22%	85.92K	4.41M	1.9K	+2.26%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.22%	86.97K	4.47M	66.27K	+320.09%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	1.07%	428.81K	21.72M	22.97K	+5.66%
Mar 31, 2026	COUNTRY TRUST BANK	0.22%	84.89K	4.3M	5.62K	+7.09%
Mar 31, 2026	ETESIAN WEALTH ADVISORS, INC.	0.23%	86.7K	4.39M	3.42K	+4.11%
Mar 31, 2026	FIFTH THIRD BANCORP	0.23%	86.92K	4.4M	84.45K	+3,413.50%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.24%	96.88K	4.91M	-2.54K	-2.56%
Mar 31, 2026	GATEWAY WEALTH PARTNERS, LLC	0.24%	97.52K	4.94M	48.15K	+97.50%
Mar 31, 2026	BRADY MARTZ WEALTH SOLUTIONS, LLC	0.25%	100.04K	5.07M	-304	-0.30%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.26%	103.23K	5.23M	-509	-0.49%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.27%	108.43K	5.49M	6.05K	+5.91%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.27%	108.71K	5.51M	68.96K	+173.47%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	1.86%	744.43K	37.71M	165.8K	+28.65%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.96%	786.03K	39.82M	-12.32K	-1.54%
Mar 31, 2026	AVANTAX PLANNING PARTNERS, INC.	2.1%	842.91K	42.7M	-11.48K	-1.34%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.05%	1.22M	62.02M	33.6K	+2.82%
Mar 31, 2026	UBS GROUP AG	4.75%	1.9M	96.46M	67.13K	+3.65%
Mar 31, 2026	BLACKHAWK CAPITAL PARTNERS LLC.	0.28%	114.13K	5.78M	39.58K	+53.09%
Mar 31, 2026	CWM, LLC	0.31%	123.05K	6.23M	-9.02K	-6.83%
Mar 31, 2026		0.67%	269.43K	13.65M	21.46K	+8.65%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.74%	297.67K	15.08M	7.75K	+2.67%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.75%	300.47K	15.22M	72.73K	+31.94%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.79%	318.03K	16.11M	22.19K	+7.50%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.81%	323.95K	16.41M	24.92K	+8.33%
Mar 31, 2026	RMR WEALTH BUILDERS	0.83%	333.05K	16.87M	17.36K	+5.50%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.87%	348.15K	17.64M	-2.17K	-0.62%
Mar 31, 2026	ROYAL BANK OF CANADA	1.04%	416.34K	21.09M	-44.21K	-9.60%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.04%	418.1K	21.18M	8.58K	+2.10%
Mar 31, 2026	TRUIST FINANCIAL CORP	1.07%	430.41K	22.38M	19.19K	+4.67%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	1.17%	468.36K	23.73M	47.71K	+11.34%
Mar 31, 2026	JPMORGAN CHASE & CO	0.25%	94.36K	4.77M	8.02K	+9.29%
Mar 31, 2026	MGO ONE SEVEN LLC	0.25%	96.74K	4.9M	10.38K	+12.01%
Mar 31, 2026	CWA ASSET MANAGEMENT GROUP, LLC	0.32%	126.75K	6.42M	-7.06K	-5.28%
Mar 31, 2026	BCGM WEALTH MANAGEMENT, LLC	0.34%	138.02K	6.99M	16.27K	+13.36%
Mar 31, 2026	FSB PREMIER WEALTH MANAGEMENT, INC.	0.23%	87.19K	4.42M	3.11K	+3.70%
Mar 31, 2026	JANE STREET GROUP, LLC	0.24%	91.79K	4.65M	-108.22K	-54.11%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.24%	92.76K	4.7M	-13.52K	-12.72%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.35%	141.12K	7.15M	-14.21K	-9.15%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.44%	178.12K	9.02M	111.71K	+168.22%
Mar 31, 2026	MOTCO	0.46%	185.02K	9.37M	-154	-0.08%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.46%	185.71K	9.41M	-459	-0.25%
Mar 31, 2026	FRISCH FINANCIAL GROUP, INC.	0.55%	220.14K	11.15M	-76.25K	-25.73%
Mar 31, 2026	FOSTER & MOTLEY INC	0.32%	127.44K	6.46M	18.52K	+17.00%
Mar 31, 2026	HIGHPOINT ADVISOR GROUP LLC	0.33%	133.88K	6.78M	-16.29K	-10.85%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.34%	135.46K	6.86M	135.46K	+100.00%
Mar 31, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.36%	145.15K	7.35M	14.9K	+11.44%
Mar 31, 2026	JOURNEY STRATEGIC WEALTH LLC	0.36%	146.11K	7.4M	5.03K	+3.57%
Mar 31, 2026	CITIGROUP INC	0.38%	151.75K	7.69M	-35.82K	-19.10%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.38%	151.96K	7.7M	7.28K	+5.03%
Mar 31, 2026	ERN FINANCIAL, LLC	0.38%	152.27K	7.71M	-6.53K	-4.11%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.4%	159.11K	8.06M	11.5K	+7.79%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.56%	223.55K	11.33M	12.62K	+5.98%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.56%	223.78K	11.3M	44.82K	+25.05%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.58%	234.27K	11.87M	234.27K	+100.00%
Mar 31, 2026	GM ADVISORY GROUP, INC.	0.6%	240.58K	12.19M	-4.32K	-1.76%
Mar 31, 2026	MIRACLE MILE ADVISORS, LLC	0.63%	253.95K	12.86M	-909.1K	-78.17%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	5.1%	2.05M	103.69M	221.96K	+12.16%
Mar 31, 2026	LPL FINANCIAL LLC	5.81%	2.33M	117.97M	20.14K	+0.87%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	6.06%	2.43M	123.04M	30.04K	+1.25%
Mar 31, 2026	MORGAN STANLEY	8.33%	3.34M	169.22M	394.68K	+13.40%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.16%	1.19M	60.89M	43.52K	+3.79%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.48%	178.96K	9.15M	49.49K	+38.23%
Dec 31, 2025	ROYAL BANK OF CANADA	1.23%	460.54K	23.55M	-98.4K	-17.60%
Dec 31, 2025	CITIGROUP INC	0.5%	187.57K	9.59M	6.92K	+3.83%
Dec 31, 2025	JANE STREET GROUP, LLC	0.53%	200K	10.23M	153.44K	+329.57%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	3.06%	1.16M	59.47M	92.95K	+8.69%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.56%	210.93K	10.79M	5.77K	+2.81%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.6%	227.74K	11.65M	15.94K	+7.52%
Dec 31, 2025	GM ADVISORY GROUP, INC.	0.65%	244.9K	12.52M	26.41K	+12.09%
Dec 31, 2025	TRUEWEALTH FINANCIAL PARTNERS	0.65%	248.75K	12.72M	248.75K	+100.00%
Dec 31, 2025	AVANTAX PLANNING PARTNERS, INC.	2.25%	854.39K	43.69M	-45.56K	-5.06%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.77%	289.92K	14.83M	-1.06K	-0.36%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.78%	295.84K	15.13M	41.35K	+16.25%
Dec 31, 2025	FRISCH FINANCIAL GROUP, INC.	0.78%	296.39K	15.16M	8.37K	+2.91%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.8%	299.03K	15.29M	-12.93K	-4.14%
Dec 31, 2025	RMR WEALTH BUILDERS	0.83%	315.69K	16.14M	-66.57K	-17.42%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.93%	350.32K	17.91M	-30.04K	-7.90%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.49%	186.17K	9.52M	-12.84K	-6.45%
Dec 31, 2025	FOSTER & MOTLEY INC	0.29%	108.92K	5.57M	27.3K	+33.44%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	1.08%	405.84K	20.75M	70.16K	+20.90%
Dec 31, 2025	TRUIST FINANCIAL CORP	1.08%	411.23K	20.99M	-8.13K	-1.94%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.09%	409.52K	20.94M	10.25K	+2.57%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.12%	420.65K	21.51M	46.98K	+12.57%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.26%	99.43K	5.08M	1.42K	+1.45%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.27%	102.38K	5.24M	-5.53K	-5.12%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.27%	103.74K	5.3M	-1.37K	-1.30%
Dec 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.34%	130.25K	6.66M	13.88K	+11.93%
Dec 31, 2025	MORGAN STANLEY	7.84%	2.95M	150.62M	-20.24K	-0.68%
Dec 31, 2025	CWM, LLC	0.35%	132.06K	6.75M	5.02K	+3.95%
Dec 31, 2025	CWA ASSET MANAGEMENT GROUP, LLC	0.35%	133.81K	6.84M	-45.79K	-25.49%
Dec 31, 2025	JOURNEY STRATEGIC WEALTH LLC	0.37%	141.07K	7.21M	4.92K	+3.61%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.39%	144.69K	7.4M	-14K	-8.82%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.39%	147.6K	7.55M	21.54K	+17.09%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.41%	155.33K	7.94M	-7.74K	-4.74%
Dec 31, 2025	ERN FINANCIAL, LLC	0.42%	158.81K	8.12M	9.25K	+6.18%
Dec 31, 2025	MOTCO	0.49%	185.18K	9.47M	3.39K	+1.86%
Dec 31, 2025		0.65%	247.97K	12.68M	247.97K	+100.00%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	1.54%	578.62K	29.59M	20.21K	+3.62%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2.13%	798.35K	40.83M	-57.95K	-6.77%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.22%	84.24K	4.31M	-5.64K	-6.27%
Dec 31, 2025	MAGNUS FINANCIAL GROUP LLC	0.22%	84.31K	4.31M	2.58K	+3.16%
Dec 31, 2025	JPMORGAN CHASE & CO	0.23%	86.34K	4.41M	-8.6K	-9.06%
Dec 31, 2025	MGO ONE SEVEN LLC	0.23%	86.37K	4.42M	-1.65K	-1.87%
Dec 31, 2025	COMERICA BANK	0.24%	89.58K	4.58M	-15.5K	-14.75%
Dec 31, 2025	LAKE STREET FINANCIAL LLC	0.24%	90.2K	4.61M	-1.7K	-1.85%
Dec 31, 2025	BRADY MARTZ WEALTH SOLUTIONS, LLC	0.26%	100.35K	5.13M	-10.65K	-9.59%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.86%	1.82M	93.31M	82.59K	+4.74%
Dec 31, 2025	UBS GROUP AG	4.89%	1.84M	93.93M	38.55K	+2.14%
Dec 31, 2025	LPL FINANCIAL LLC	6.13%	2.31M	118.05M	181.46K	+8.53%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	6.39%	2.4M	122.66M	-116.08K	-4.62%
Dec 31, 2025	BCGM WEALTH MANAGEMENT, LLC	0.32%	121.75K	6.23M	-2.51K	-2.02%
Dec 31, 2025	EDGEROCK CAPITAL LLC	0.19%	72.6K	3.71M	1.36K	+1.91%
Dec 31, 2025	BLACKHAWK CAPITAL PARTNERS LLC.	0.2%	74.55K	3.81M	-2.39K	-3.11%
Dec 31, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.2%	74.01K	3.78M	-12.84K	-14.79%
Dec 31, 2025	INVESTMENT PLANNING ADVISORS, INC.	0.2%	75.11K	3.84M	7.81K	+11.61%
Dec 31, 2025	COUNTRY TRUST BANK	0.21%	79.27K	4.05M	-6.36K	-7.43%
Dec 31, 2025	ETESIAN WEALTH ADVISORS, INC.	0.22%	83.27K	4.26M	1.93K	+2.38%
Dec 31, 2025	FSB PREMIER WEALTH MANAGEMENT, INC.	0.22%	84.09K	4.3M	-4.67K	-5.27%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.28%	106.28K	5.43M	29.83K	+39.01%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.54%	199.01K	10.09M	-3.24K	-1.60%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.9%	335.68K	17.02M	-40.21K	-10.70%
Sep 30, 2025	JOURNEY STRATEGIC WEALTH LLC	0.37%	136.16K	6.9M	6.55K	+5.05%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.35%	129.8K	6.58M	-6.73K	-4.93%
Sep 30, 2025	CWM, LLC	0.34%	127.04K	6.44M	20.36K	+19.09%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.01%	373.67K	18.95M	36.98K	+10.98%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.84%	311.95K	15.82M	-36.22K	-10.40%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.22%	81.8K	4.15M	12.97K	+18.83%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.78%	290.98K	14.75M	-77.06K	-20.94%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.26%	98.01K	4.97M	98.01K	+100.00%
Sep 30, 2025	UBS GROUP AG	4.84%	1.8M	91.18M	20.69K	+1.16%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.69%	1.74M	88.33M	3.08K	+0.18%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.24%	89.88K	4.56M	-6.8K	-7.03%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	3.09%	1.15M	58.16M	-44.23K	-3.71%
Sep 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.31%	116.37K	5.9M	-12.98K	-10.03%
Sep 30, 2025	BRADY MARTZ WEALTH SOLUTIONS, LLC	0.3%	110.99K	5.63M	-5.27K	-4.53%
Sep 30, 2025	MORGAN STANLEY	7.98%	2.97M	150.37M	-93.49K	-3.06%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	6.77%	2.51M	127.5M	-75.57K	-2.92%
Sep 30, 2025	LPL FINANCIAL LLC	5.72%	2.13M	107.85M	80.8K	+3.95%
Sep 30, 2025	BLACKHAWK CAPITAL PARTNERS LLC.	0.21%	76.94K	3.9M	3.67K	+5.01%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.19%	72.11K	3.66M	-33.53K	-31.74%
Sep 30, 2025	EDGEROCK CAPITAL LLC	0.19%	71.24K	3.61M	4.53K	+6.78%
Sep 30, 2025	ADVANCE CAPITAL MANAGEMENT, INC.	0.19%	69.29K	3.51M	-13.02K	-15.82%
Sep 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.19%	68.86K	3.49M	500	+0.73%
Sep 30, 2025	INVESTMENT PLANNING ADVISORS, INC.	0.18%	67.29K	3.41M	9.06K	+15.56%
Sep 30, 2025	INSPIRION WEALTH ADVISORS, LLC	0.17%	62.22K	3.23M	4.17K	+7.18%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.15%	56.81K	2.88M	-4.65K	-7.57%
Sep 30, 2025	LANDMARK WEALTH MANAGEMENT, LLC	0.15%	56.66K	2.87M	9.59K	+20.37%
Sep 30, 2025	UNITING WEALTH PARTNERS, LLC	0.15%	53.91K	2.73M	53.91K	+100.00%
Sep 30, 2025	WEALTHCARE INVESTMENT PARTNERS, LLC	0.14%	53.78K	2.73M	3.22K	+6.36%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.29%	107.91K	5.47M	-21.96K	-16.91%
Sep 30, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.23%	86.85K	4.4M	-4.66K	-5.09%
Sep 30, 2025	MOTCO	0.49%	181.79K	9.22M	-6.02K	-3.20%
Sep 30, 2025	CITIGROUP INC	0.49%	180.65K	9.16M	21.98K	+13.85%
Sep 30, 2025	COUNTRY TRUST BANK	0.23%	85.63K	4.34M	629	+0.74%
Sep 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.22%	81.72K	4.14M	-12.71K	-13.46%
Sep 30, 2025	TRUIST FINANCIAL CORP	1.13%	419.36K	21.26M	47.92K	+12.90%
Sep 30, 2025	RMR WEALTH BUILDERS	1.03%	382.27K	19.38M	32.47K	+9.28%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.02%	380.36K	19.29M	-9.33K	-2.39%
Sep 30, 2025	FRISCH FINANCIAL GROUP, INC.	0.78%	288.01K	14.6M	75.65K	+35.62%
Sep 30, 2025	GM ADVISORY GROUP, INC.	0.59%	218.49K	11.08M	6.49K	+3.06%
Sep 30, 2025	ERN FINANCIAL, LLC	0.4%	149.56K	7.58M	728	+0.49%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.35%	129.47K	6.55M	21.26K	+19.64%
Sep 30, 2025	BCGM WEALTH MANAGEMENT, LLC	0.33%	124.26K	6.3M	951	+0.77%
Sep 30, 2025	LAKE STREET FINANCIAL LLC	0.25%	91.9K	4.66M	-5K	-5.16%
Sep 30, 2025	FSB PREMIER WEALTH MANAGEMENT, INC.	0.24%	88.76K	4.5M	-643	-0.72%
Sep 30, 2025	MGO ONE SEVEN LLC	0.24%	88.01K	4.46M	-115	-0.13%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.28%	105.11K	5.33M	2.59K	+2.52%
Sep 30, 2025	AVANTAX PLANNING PARTNERS, INC.	2.42%	899.95K	45.63M	63.62K	+7.61%
Sep 30, 2025	ROYAL BANK OF CANADA	1.5%	558.94K	28.34M	-50.98K	-8.36%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.07%	399.27K	20.24M	142.43K	+55.45%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.34%	126.06K	6.39M	113.81K	+928.83%
Sep 30, 2025	ARKANSAS FINANCIAL GROUP, INC.	0.31%	113.64K	5.76M	-10.98K	-8.81%
Sep 30, 2025	COMERICA BANK	0.28%	105.08K	5.33M	-6.45K	-5.78%
Sep 30, 2025	JPMORGAN CHASE & CO	0.26%	94.94K	4.81M	-6.5K	-6.41%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.68%	254.5K	12.9M	-541	-0.21%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.43%	158.69K	8.05M	-3.6K	-2.22%
Sep 30, 2025	CWA ASSET MANAGEMENT GROUP, LLC	0.48%	179.6K	9.11M	-34.86K	-16.25%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.44%	163.07K	8.27M	-64.3K	-28.28%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	2.88%	1.07M	54.26M	358.12K	+50.30%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.57%	211.81K	10.74M	11.51K	+5.75%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.55%	205.17K	10.4M	25.75K	+14.35%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.3%	856.29K	43.2M	403.54K	+89.13%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	1.5%	558.42K	28.31M	4.5K	+0.81%
Sep 30, 2025	FOSTER & MOTLEY INC	0.22%	81.63K	4.14M	24.01K	+41.68%
Sep 30, 2025	ETESIAN WEALTH ADVISORS, INC.	0.22%	81.34K	4.12M	1.92K	+2.42%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.35%	129.87K	6.47M	-1.22K	-0.93%
Jun 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.35%	129.35K	6.44M	117	+0.09%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.43%	162.29K	8.09M	-2.74K	-1.66%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.48%	179.42K	8.94M	-28.15K	-13.56%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.54%	202.25K	10.08M	-3.55K	-1.73%
Jun 30, 2025	GM ADVISORY GROUP, INC.	0.57%	212K	10.56M	1.47K	+0.70%
Jun 30, 2025	CWA ASSET MANAGEMENT GROUP, LLC	0.57%	214.46K	10.68M	3.4K	+1.61%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.9%	336.7K	16.77M	14.65K	+4.55%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.16%	61.47K	3.06M	216	+0.35%
Jun 30, 2025	ATLAS PRIVATE WEALTH ADVISORS	0.18%	65.86K	3.28M	-9.66K	-12.79%
Jun 30, 2025	ABLE FINANCIAL GROUP, LLC	0.18%	66.64K	3.32M	-9.39K	-12.36%
Jun 30, 2025	EDGEROCK CAPITAL LLC	0.18%	66.72K	3.32M	6.33K	+10.49%
Jun 30, 2025	VISIONARY WEALTH ADVISORS	0.18%	67.81K	3.38M	-4.16K	-5.78%
Jun 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.18%	68.36K	3.41M	3.1K	+4.75%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.18%	68.84K	3.43M	11.27K	+19.58%
Jun 30, 2025	MARINER, LLC	0.19%	72.13K	3.59M	-2.9K	-3.87%
Jun 30, 2025	BLACKHAWK CAPITAL PARTNERS LLC.	0.2%	73.27K	3.65M	16.54K	+29.15%
Jun 30, 2025		0.31%	116.27K	5.79M	-11.97K	-9.33%
Jun 30, 2025	ETESIAN WEALTH ADVISORS, INC.	0.21%	79.42K	3.96M	-2.32K	-2.84%
Jun 30, 2025	ADVANCE CAPITAL MANAGEMENT, INC.	0.22%	82.31K	4.1M	-5.67K	-6.45%
Jun 30, 2025	COUNTRY TRUST BANK	0.23%	85K	4.23M	-1.58K	-1.82%
Jun 30, 2025	DOHJ, LLC	0.23%	85.29K	4.21M	68.1K	+396.14%
Jun 30, 2025	MGO ONE SEVEN LLC	0.24%	88.13K	4.39M	-870	-0.98%
Jun 30, 2025	FSB PREMIER WEALTH MANAGEMENT, INC.	0.24%	89.4K	4.45M	1.62K	+1.84%
Jun 30, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.24%	91.5K	4.56M	-6.88K	-7.00%
Jun 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.25%	94.43K	4.7M	-186	-0.20%
Jun 30, 2025	ARKANSAS FINANCIAL GROUP, INC.	0.33%	124.61K	6.21M	362	+0.29%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.35%	129.34K	6.44M	-492.28K	-79.19%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.26%	96.68K	4.82M	19.02K	+24.49%
Jun 30, 2025	JPMORGAN CHASE & CO	0.27%	101.44K	5.05M	-254.91K	-71.53%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.61%	227.36K	11.33M	-26.45K	-10.42%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.68%	255.04K	12.71M	68.91K	+37.02%
Jun 30, 2025	JANE STREET GROUP, LLC	0.93%	347.31K	17.3M	157.78K	+83.25%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.93%	348.17K	17.35M	-55.42K	-13.73%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	1.25%	468.32K	23.33M	2.86K	+0.61%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	1.48%	553.92K	27.6M	127.8K	+29.99%
Jun 30, 2025	BRADY MARTZ WEALTH SOLUTIONS, LLC	0.31%	116.27K	5.79M	-11.97K	-9.33%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	1.01%	375.89K	18.73M	-79.73K	-17.50%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.04%	389.69K	19.41M	5.34K	+1.39%
Jun 30, 2025	ROYAL BANK OF CANADA	1.63%	609.92K	30.39M	-9.66K	-1.56%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	1.91%	711.98K	35.47M	62.46K	+9.62%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.66%	1.74M	86.65M	-113.18K	-6.11%
Jun 30, 2025	UBS GROUP AG	4.76%	1.78M	88.57M	30.35K	+1.74%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	6.93%	2.59M	129.05M	-94.44K	-3.52%
Jun 30, 2025	LPL FINANCIAL LLC	5.48%	2.05M	101.95M	-133.5K	-6.12%
Jun 30, 2025	AVANTAX PLANNING PARTNERS, INC.	2.24%	836.33K	41.67M	197.14K	+30.84%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.19%	1.19M	59.36M	34.13K	+2.95%
Jun 30, 2025	MORGAN STANLEY	8.19%	3.06M	152.41M	79.97K	+2.68%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.69%	256.84K	12.8M	33.82K	+15.16%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.54%	200.29K	9.98M	-122.44K	-37.94%
Jun 30, 2025	MOTCO	0.5%	187.81K	9.29M	-6.96K	-3.57%
Jun 30, 2025	JOURNEY STRATEGIC WEALTH LLC	0.35%	129.61K	6.46M	-11.25K	-7.99%
Jun 30, 2025	VERUS CAPITAL PARTNERS, LLC	0.35%	130.42K	6.5M	-62.84K	-32.52%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.37%	136.53K	6.8M	-12.25K	-8.23%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.21%	452.76K	22.56M	-42.39K	-8.56%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.99%	371.44K	18.51M	44.36K	+13.56%
Jun 30, 2025	COMERICA BANK	0.3%	111.52K	5.56M	26.11K	+30.57%
Jun 30, 2025	LAKE STREET FINANCIAL LLC	0.26%	96.9K	4.83M	0	0
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.29%	108.21K	5.38M	14.72K	+15.74%
Jun 30, 2025	BCGM WEALTH MANAGEMENT, LLC	0.33%	123.31K	6.14M	6.57K	+5.63%
Jun 30, 2025	ERN FINANCIAL, LLC	0.4%	148.83K	7.41M	-123.69K	-45.39%
Jun 30, 2025	CITIGROUP INC	0.42%	158.67K	7.9M	4.69K	+3.04%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.99%	368.04K	18.34M	12.9K	+3.63%
Jun 30, 2025	RMR WEALTH BUILDERS	0.94%	349.79K	17.43M	21.79K	+6.64%
Jun 30, 2025	FRISCH FINANCIAL GROUP, INC.	0.57%	212.37K	10.58M	6.67K	+3.24%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.3%	112.38K	5.6M	-3.1K	-2.69%
Jun 30, 2025	CWM, LLC	0.29%	106.68K	5.32M	10.76K	+11.21%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.28%	105.63K	5.26M	-126.31K	-54.46%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.43%	165.03K	8.32M	-28.74K	-14.83%
Mar 31, 2025	JANE STREET GROUP, LLC	0.49%	189.53K	9.56M	182.68K	+2,668.07%
Mar 31, 2025	CWA ASSET MANAGEMENT GROUP, LLC	0.55%	211.05K	10.64M	-18.05K	-7.88%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.58%	223.02K	11.25M	-3.3K	-1.46%
Mar 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.66%	253.82K	12.8M	-58.95K	-18.85%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.54%	207.57K	10.47M	-13.93K	-6.29%
Mar 31, 2025	RMR WEALTH BUILDERS	0.85%	328.01K	16.54M	43.8K	+15.41%
Mar 31, 2025	MORGAN STANLEY	7.7%	2.98M	150.22M	-160.62K	-5.12%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.3%	115.48K	5.82M	-570	-0.49%
Mar 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.33%	129.23K	6.52M	23.49K	+22.22%
Mar 31, 2025	JPMORGAN CHASE & CO	0.92%	356.35K	17.97M	132.7K	+59.33%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.85%	327.08K	16.49M	7.37K	+2.30%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	1.61%	621.62K	31.34M	16.68K	+2.76%
Mar 31, 2025	AVANTAX PLANNING PARTNERS, INC.	1.65%	639.19K	32.23M	-10.84K	-1.67%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.92%	355.15K	17.91M	8.44K	+2.43%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.82%	317.2K	15.99M	41.15K	+14.91%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.83%	322.73K	16.27M	21.89K	+7.28%
Mar 31, 2025	LAKE STREET FINANCIAL LLC	0.25%	96.9K	4.89M	-500	-0.51%
Mar 31, 2025	FRISCH FINANCIAL GROUP, INC.	0.53%	205.7K	10.37M	282	+0.14%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.53%	205.8K	10.38M	-3.48K	-1.66%
Mar 31, 2025	MIRACLE MILE ADVISORS, LLC	1.68%	649.52K	32.75M	19.69K	+3.13%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	1.1%	426.12K	21.49M	-10.24K	-2.35%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	1.18%	455.62K	22.97M	142.67K	+45.59%
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	1.2%	465.47K	23.47M	-1.19K	-0.25%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	6.94%	2.68M	135.37M	279.45K	+11.62%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.28%	495.15K	24.97M	207.65K	+72.23%
Mar 31, 2025		0.33%	128.23K	6.47M	977	+0.77%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.34%	131.09K	6.61M	-13.11K	-9.09%
Mar 31, 2025	JOURNEY STRATEGIC WEALTH LLC	0.36%	140.86K	7.1M	20.6K	+17.13%
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.38%	148.78K	7.5M	-1.37K	-0.91%
Mar 31, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.25%	98.39K	4.96M	12.68K	+14.79%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.3%	115.44K	5.82M	11.73K	+11.31%
Mar 31, 2025	BCGM WEALTH MANAGEMENT, LLC	0.3%	116.75K	5.89M	-4.03K	-3.34%
Mar 31, 2025	ARKANSAS FINANCIAL GROUP, INC.	0.32%	124.25K	6.15M	-72	-0.06%
Mar 31, 2025	ERN FINANCIAL, LLC	0.7%	272.52K	13.74M	-6.35K	-2.28%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.99%	384.35K	19.38M	75.14K	+24.30%
Mar 31, 2025	CREATIVE PLANNING	1%	386.79K	19.5M	381.94K	+7,884.85%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.83%	322.05K	16.24M	13.7K	+4.44%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.04%	403.59K	20.35M	-22.09K	-5.19%
Mar 31, 2025	ROYAL BANK OF CANADA	1.6%	619.57K	31.24M	8.53K	+1.40%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.99%	1.16M	58.35M	6.99K	+0.61%
Mar 31, 2025	GM ADVISORY GROUP, INC.	0.54%	210.53K	10.62M	12.78K	+6.46%
Mar 31, 2025	LPL FINANCIAL LLC	5.63%	2.18M	109.91M	77.99K	+3.71%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.48%	186.13K	9.39M	13.49K	+7.81%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.79%	1.85M	93.4M	122.38K	+7.07%
Mar 31, 2025	VERUS CAPITAL PARTNERS, LLC	0.5%	193.26K	9.74M	1.49K	+0.77%
Mar 31, 2025	MOTCO	0.5%	194.77K	9.82M	-633	-0.32%
Mar 31, 2025	CITIGROUP INC	0.4%	153.98K	7.76M	-1.88K	-1.20%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.6%	231.94K	11.7M	118.46K	+104.38%
Mar 31, 2025	UBS GROUP AG	4.52%	1.75M	88.11M	25.93K	+1.51%
Mar 31, 2024	ERN FINANCIAL, LLC	0.65%	249.26K	12.8M	728	+0.29%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.28%	107.3K	5.51M	-110.6K	-50.76%
Mar 31, 2024	COUNTRY TRUST BANK	0.28%	106.32K	5.46M	15.92K	+17.61%
Mar 31, 2024	FIRST HORIZON ADVISORS, INC.	0.28%	108.1K	5.55M	-1.87K	-1.70%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.29%	111.49K	5.73M	79.7K	+250.73%
Mar 31, 2024	ARKANSAS FINANCIAL GROUP, INC.	0.32%	120.97K	6.21M	3.58K	+3.05%
Mar 31, 2024	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.32%	121.07K	6.22M	15.24K	+14.40%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	123.71K	6.35M	9.46K	+8.28%
Mar 31, 2024	ARQ WEALTH ADVISORS, LLC	0.33%	125.16K	6.43M	125.16K	+100.00%
Mar 31, 2024	GM ADVISORY GROUP, INC.	0.36%	136.45K	7.01M	3.13K	+2.34%
Mar 31, 2024	VANTAGE FINANCIAL PARTNERS LTD., INC.	0.38%	146.38K	7.52M	4.16K	+2.92%
Mar 31, 2024	CITIGROUP INC	0.39%	153.06K	7.86M	-10.45K	-6.39%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.39%	150.77K	7.74M	9.11K	+6.43%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.41%	158.34K	8.13M	18.22K	+13.00%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.43%	164.06K	8.43M	-295	-0.18%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.44%	167.4K	8.6M	6.63K	+4.12%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.44%	169.9K	8.73M	19.26K	+12.79%
Mar 31, 2024	FINANCIAL PLANNING & INFORMATION SERVICES, INC.	0.48%	182.95K	9.4M	-74.38K	-28.90%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.88%	335.53K	17.23M	335.53K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.91%	353.17K	18.14M	36.23K	+11.43%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.91%	355.59K	18.26M	-22.9K	-6.05%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	1%	382.54K	19.65M	35.45K	+10.21%
Mar 31, 2024	JPMORGAN CHASE & CO	1.04%	404.5K	20.78M	26.97K	+7.14%
Mar 31, 2024	MIRACLE MILE ADVISORS, LLC	1.09%	417.19K	21.43M	-27.05K	-6.09%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	4.4%	1.71M	87.93M	95.39K	+5.90%
Mar 31, 2024	MORGAN STANLEY	6.91%	2.69M	138M	159.08K	+6.29%
Mar 31, 2024	UBS GROUP AG	4.15%	1.62M	82.98M	-150.47K	-8.52%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	5.74%	2.23M	114.7M	190.78K	+9.34%
Mar 31, 2024	LPL FINANCIAL LLC	6.31%	2.45M	125.99M	266.16K	+12.17%
Mar 31, 2024	RFG ADVISORY, LLC	0.5%	192.33K	9.88M	-2.36K	-1.21%
Mar 31, 2024	MOTCO	0.53%	203.81K	10.47M	-2.33K	-1.13%
Mar 31, 2024	FRISCH FINANCIAL GROUP, INC.	0.54%	205.8K	10.57M	-2.55K	-1.22%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.54%	211.1K	10.84M	-7.04K	-3.23%
Mar 31, 2024	VERUS CAPITAL PARTNERS, LLC	0.57%	218.78K	11.24M	16.2K	+8.00%
Mar 31, 2024	RMR WEALTH BUILDERS	0.62%	239.19K	12.28M	45.1K	+23.24%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.73%	282.28K	14.5M	31.97K	+12.77%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.74%	284.37K	14.6M	6.92K	+2.49%
Mar 31, 2024	CWA ASSET MANAGEMENT GROUP, LLC	0.76%	291.12K	14.95M	-46.15K	-13.68%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.12%	436.88K	22.44M	-96.42K	-18.08%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	1.37%	524.97K	26.96M	161.64K	+44.49%
Mar 31, 2024	CONGRESS WEALTH MANAGEMENT LLC / DE /	1.81%	693.05K	35.59M	17.92K	+2.65%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.93%	751.69K	38.61M	106.44K	+16.50%
Mar 31, 2024	AVANTAX PLANNING PARTNERS, INC.	2.51%	961.63K	49.39M	-67.32K	-6.54%
Mar 31, 2024	SEQUOIA FINANCIAL ADVISORS, LLC	2.58%	987.52K	50.72M	84.1K	+9.31%
Mar 31, 2024	KOWAL INVESTMENT GROUP, LLC	0.58%	221.19K	11.36M	1.9K	+0.87%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.61%	236.47K	12.15M	9.9K	+4.37%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.66%	250.96K	12.89M	-5.09K	-1.99%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.66%	252.56K	12.97M	179.71K	+246.68%
Mar 31, 2024	JANE STREET GROUP, LLC	0.76%	297.29K	15.27M	297.29K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	1.48%	575.67K	29.57M	-8.72K	-1.49%
Mar 31, 2024	LEGACY PRIVATE TRUST CO.	0.23%	89.28K	4.59M	0	0
Mar 31, 2024	ETESIAN WEALTH ADVISORS, INC.	0.23%	89.66K	4.6M	604	+0.68%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.24%	94.74K	4.87M	-3.22K	-3.29%
Mar 31, 2024	FIRST HEARTLAND CONSULTANTS, INC.	0.25%	95.39K	4.9M	6.89K	+7.79%
Mar 31, 2024	MGO ONE SEVEN LLC	0.25%	95.76K	4.92M	3.73K	+4.05%
Mar 31, 2024	LAKE STREET FINANCIAL LLC	0.25%	96.3K	4.95M	9.11K	+10.45%
Mar 31, 2024	FSB PREMIER WEALTH MANAGEMENT, INC.	0.25%	96.39K	4.95M	2.64K	+2.81%
Mar 31, 2024	BCGM WEALTH MANAGEMENT, LLC	0.25%	98.6K	5.06M	-373	-0.38%
Mar 31, 2024	MAGNUS FINANCIAL GROUP LLC	0.26%	102K	5.24M	-10.64K	-9.45%
Dec 31, 2023	RFG ADVISORY, LLC	0.5%	194.69K	10.06M	175.53K	+916.22%
Dec 31, 2023	RMR WEALTH BUILDERS	0.5%	194.09K	10.03M	40.01K	+25.97%
Dec 31, 2023	SYNTEGRA PRIVATE WEALTH GROUP, LLC	0.5%	191.92K	9.92M	-1.54K	-0.79%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.43%	164.36K	8.49M	98.14K	+148.20%
Dec 31, 2023	CITIGROUP INC	0.42%	163.51K	8.45M	-30.23K	-15.60%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.42%	160.78K	8.31M	18.38K	+12.90%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.39%	150.64K	7.75M	12.31K	+8.90%
Dec 31, 2023	VANTAGE FINANCIAL PARTNERS LTD., INC.	0.37%	142.22K	7.35M	142.22K	+100.00%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.37%	141.66K	7.32M	74K	+109.36%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.36%	140.12K	7.24M	89.85K	+178.72%
Dec 31, 2023	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.36%	140.1K	7.24M	-3.29K	-2.30%
Dec 31, 2023	GM ADVISORY GROUP, INC.	0.35%	133.32K	6.89M	8.79K	+7.06%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.34%	131.64K	2.55M	131.64K	+100.00%
Dec 31, 2023	ARKANSAS FINANCIAL GROUP, INC.	0.3%	117.39K	6.06M	-8.26K	-6.57%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	114.24K	5.9M	-710	-0.62%
Dec 31, 2023	MAGNUS FINANCIAL GROUP LLC	0.29%	112.64K	5.82M	-184.47K	-62.09%
Dec 31, 2023	FIRST HORIZON ADVISORS, INC.	0.29%	109.97K	5.68M	24.89K	+29.25%
Dec 31, 2023	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.27%	105.83K	5.47M	-5.86K	-5.25%
Dec 31, 2023	BCGM WEALTH MANAGEMENT, LLC	0.26%	98.97K	5.11M	-10.21K	-9.35%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.25%	97.96K	5.06M	-12.36K	-11.20%
Dec 31, 2023	MORGAN STANLEY	6.55%	2.53M	130.6M	416.14K	+19.71%
Dec 31, 2023	LPL FINANCIAL LLC	5.67%	2.19M	112.99M	-124.88K	-5.40%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	5.3%	2.04M	105.52M	251.16K	+14.02%
Dec 31, 2023	UBS GROUP AG	4.58%	1.77M	91.24M	-483.35K	-21.49%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	4.19%	1.62M	83.52M	-157.87K	-8.90%
Dec 31, 2023	AVANTAX PLANNING PARTNERS, INC.	2.67%	1.03M	53.16M	121.34K	+13.37%
Dec 31, 2023	SEQUOIA FINANCIAL ADVISORS, LLC	2.34%	903.42K	46.67M	156.47K	+20.95%
Dec 31, 2023	CONGRESS WEALTH MANAGEMENT LLC / DE /	1.75%	675.13K	34.88M	-8.39K	-1.23%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.67%	645.25K	33.34M	-48.06K	-6.93%
Dec 31, 2023	ROYAL BANK OF CANADA	1.51%	584.39K	30.19M	22.27K	+3.96%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.38%	533.29K	27.55M	-166.06K	-23.74%
Dec 31, 2023	MIRACLE MILE ADVISORS, LLC	1.15%	444.24K	22.95M	171.96K	+63.16%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.98%	378.49K	19.55M	-39.12K	-9.37%
Dec 31, 2023	JPMORGAN CHASE & CO	0.98%	377.53K	19.5M	105.5K	+38.78%
Dec 31, 2023	VERUS CAPITAL PARTNERS, LLC	0.53%	202.58K	10.47M	17.74K	+9.60%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.94%	363.33K	18.77M	-25.49K	-6.56%
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	0.9%	347.09K	17.93M	86.44K	+33.16%
Dec 31, 2023	CWA ASSET MANAGEMENT GROUP, LLC	0.87%	337.27K	17.42M	64.72K	+23.75%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.82%	316.94K	16.37M	10.59K	+3.46%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.72%	277.45K	14.33M	12.45K	+4.70%
Dec 31, 2023	FINANCIAL PLANNING & INFORMATION SERVICES, INC.	0.67%	257.33K	13.29M	-26.6K	-9.37%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.66%	256.05K	13.23M	-11.58K	-4.33%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.65%	250.31K	12.93M	31.72K	+14.51%
Dec 31, 2023	ERN FINANCIAL, LLC	0.64%	248.53K	12.77M	-1.03K	-0.41%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.59%	226.57K	11.71M	46.39K	+25.75%
Dec 31, 2023	KOWAL INVESTMENT GROUP, LLC	0.57%	219.29K	11.33M	15.6K	+7.66%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.57%	218.14K	11.27M	-11.34K	-4.94%
Dec 31, 2023	MOTCO	0.53%	206.14K	10.65M	-17.53K	-7.84%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.56%	217.9K	11.26M	217.9K	+100.00%
Dec 31, 2023	FRISCH FINANCIAL GROUP, INC.	0.54%	208.35K	10.76M	-36.73K	-14.99%

Frequently Asked Questions