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

Who are the major shareholders selling First Trust US Equity Opportunities ETF stock?

NTV ASSET MANAGEMENT LLC, in the last quarter, reduced its stake in FPX by -3.6% restricting it's holding to 19.91 thousand shares of worth nearly $4.10M. KESTRA ADVISORY SERVICES, LLC also lessened -3.53% of the FPX shares from its portfolio, reducing its holding to 20.68 thousand shares of worth $4.26M. AMERITAS INVESTMENT PARTNERS, INC. also shunned FPX shares holding by -1.39% last quarter which brought its holding to 7.18 thousand shares worth $1.48M.

Investors who are buying FPX stock?

As per its latest 13F filing, ATRIA INVESTMENTS, INC increased its stake in FPX by 1.18% in the last quarter. The institutional holder raised its holding to 18.21 thousand shares having worth more than $3.76M. also added 1.27% more shares of FPX to its portfolio, raising its holding to 23.92 thousand shares of worth $4.93M. TRIUMPH CAPITAL MANAGEMENT also increased its FPX shares holding by 116.02% which brought its holding to 7.32 thousand shares worth $1.51M.

FPX's major insiders: who are they?

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

Did an insider recently sell FPX stock?

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

Which insider recently purchased FPX stock?

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

How much of FPX does insiders own?

Around 0 First Trust US Equity Opportunities ETF shares are held by insiders, which represents about N/A of FPX stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FPX?

ATRIA INVESTMENTS, INC is the largest institutional owner in FPX which holds 18.21 thousand shares worth $3.76M or 0.19% of the total FPX shares outstanding followed by NTV ASSET MANAGEMENT LLC with ownership of 19.91 thousand shares representing 0.21% of the FPX ownership. KESTRA ADVISORY SERVICES, LLC is the third largest stakeholder with 20.68 thousand shares or 0.22% of the ownership worth more than $4.26M.

Is First Trust US Equity Opportunities 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 FPX is concerned, it is a stock which is optionable.

Is there a short position on FPX's shares?

Number of FPX 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 FPX shares are there?

As of today, null shares of FPX are outstanding.

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

FPX 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 FPX is null.

First Trust US Equity Opportunities ETF (FPX) 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. ATRIA INVESTMENTS, INC is the top corporate investor, holding 18.21K shares valued at $3.76M. A 0.19% stake in First Trust US Equity Opportunities ETF is owned by the company. NTV ASSET MANAGEMENT LLC owns 19.91K shares valued at $4.10M, which translates its holding of 0.21% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.19%	18.21K	3.76M	212	+1.18%
Jun 30, 2026	NTV ASSET MANAGEMENT LLC	0.21%	19.91K	4.1M	-743	-3.60%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.22%	20.68K	4.26M	-756	-3.53%
Jun 30, 2026	AMERITAS INVESTMENT PARTNERS, INC.	0.09%	7.18K	1.48M	-101	-1.39%
Jun 30, 2026		0.31%	23.92K	4.93M	300	+1.27%
Jun 30, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.11%	10.4K	2.14M	-654	-5.92%
Jun 30, 2026	KOVACK ADVISORS, INC.	0.1%	7.24K	1.47M	-159	-2.15%
Jun 30, 2026	PATTEN GROUP, INC.	0.1%	7.25K	1.5M	-31	-0.43%
Jun 30, 2026	TRIUMPH CAPITAL MANAGEMENT	0.1%	7.32K	1.51M	3.93K	+116.02%
Jun 30, 2026	PACIFIC SUN FINANCIAL CORP	0.1%	7.61K	1.57M	-615	-7.48%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.1%	7.85K	1.62M	-2	-0.03%
Jun 30, 2026	PCG WEALTH ADVISORS, LLC	0.11%	8.03K	1.66M	23	+0.29%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.12%	10.9K	2.25M	2.77K	+34.03%
Jun 30, 2026	ONYX BRIDGE WEALTH GROUP LLC	0.17%	16.21K	3.34M	-73	-0.45%
Jun 30, 2026	SIGMA PLANNING CORP	0.11%	8.11K	1.67M	269	+3.43%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.11%	8.37K	1.73M	1.28K	+18.01%
Jun 30, 2026	CASCADE INVESTMENT ADVISORS, INC.	0.11%	8.55K	1.76M	546	+6.82%
Jun 30, 2026	WIN ADVISORS, INC	0.11%	8.55K	1.76M	8.55K	+100.00%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.12%	9.45K	1.95M	345	+3.79%
Jun 30, 2026	CALTON & ASSOCIATES, INC.	0.1%	9.46K	1.95M	-5.93K	-38.53%
Jun 30, 2026	IMPACT PARTNERSHIP WEALTH, LLC	0.1%	9.63K	1.98M	-3.97K	-29.22%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.11%	10.15K	2.09M	10.15K	+100.00%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.17%	16.12K	3.02M	333	+2.11%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.4%	37.26K	7.68M	-3.56K	-8.73%
Jun 30, 2026	LPL FINANCIAL LLC	4.68%	440.05K	90.73M	16.21K	+3.82%
Jun 30, 2026	MORGAN STANLEY	7.54%	708.69K	146.12M	105.59K	+17.51%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.19%	18.05K	3.72M	1.31K	+7.82%
Jun 30, 2026	SPECTRUM WEALTH ADVISORY GROUP, LLC	0.12%	11.27K	2.32M	-107	-0.94%
Jun 30, 2026	IFG ADVISORY, LLC	0.14%	13.43K	2.77M	13.43K	+100.00%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.16%	14.89K	2.91M	-550	-3.56%
Jun 30, 2026	MOSLEY WEALTH MANAGEMENT	0.16%	15.06K	3.11M	12.97K	+619.29%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.16%	15.28K	3.15M	1.18K	+8.35%
Jun 30, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.2%	18.54K	3.82M	-131	-0.70%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.2%	18.63K	3.84M	-956	-4.88%
Jun 30, 2026	GTS SECURITIES LLC	0.24%	22.93K	4.73M	22.93K	+100.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.36%	34.13K	7.04M	-13.68K	-28.62%
Jun 30, 2026	PRUDENTIAL PLC	0.94%	88.2K	18.19M	88.2K	+100.00%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.94%	88.29K	18.2M	25.46K	+40.52%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.95%	89.35K	18.55M	36.74K	+69.85%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.26%	24.89K	5.13M	-237	-0.94%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.27%	25.02K	5.16M	-1.96K	-7.27%
Jun 30, 2026	PROACTIVE WEALTH STRATEGIES LLC	0.43%	40.46K	8.34M	-149	-0.37%
Jun 30, 2026	ROYAL BANK OF CANADA	1.1%	103.46K	21.33M	-9.52K	-8.42%
Jun 30, 2026	WORTHINGTON FINANCIAL PARTNERS, LLC	0.25%	23.92K	4.93M	300	+1.27%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.26%	24.36K	5.02M	21.57K	+771.08%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.33%	31.44K	6.48M	6.81K	+27.66%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.34%	32.11K	6.62M	1.87K	+6.18%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.35%	32.63K	6.73M	-2.02K	-5.82%
Jun 30, 2026	TWIN PEAKS WEALTH ADVISORS, LLC	0.36%	34.28K	7.07M	-790	-2.25%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.5%	46.78K	9.65M	-326	-0.69%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.53%	49.83K	10.27M	-2.6K	-4.96%
Jun 30, 2026	CASSIA CAPITAL PARTNERS, LLC	0.62%	58.65K	12.08M	-170	-0.29%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.86%	80.9K	16.68M	-2.5K	-2.99%
Jun 30, 2026	MARINER, LLC	0.25%	23.4K	4.82M	-1.13K	-4.61%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.96%	90.35K	18.63M	3.66K	+4.23%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.07%	100.54K	20.73M	9.2K	+10.07%
Jun 30, 2026	SYSTELLIGENCE, LLC	1.09%	102.7K	21.18M	784	+0.77%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.18%	204.78K	42.22M	25.13K	+13.99%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.25%	211.38K	43.58M	7.14K	+3.50%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	4.23%	398.21K	82.1M	63.23K	+18.88%
Jun 30, 2026	UBS GROUP AG	1.43%	134.86K	27.81M	77.11K	+133.52%
Jun 30, 2026	WRIGHT FUND MANAGEMENT, LLC	0.54%	50.33K	10.38M	50.33K	+100.00%
Jun 30, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.19%	17.92K	3.69M	-81	-0.45%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.32%	204.24K	32.43M	61.75K	+43.34%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	15.44K	2.52M	-8.07K	-34.32%
Mar 31, 2026	UBS GROUP AG	0.65%	57.75K	9.17M	6.3K	+12.25%
Mar 31, 2026	ETHOS FINANCIAL GROUP, LLC	0.52%	45.5K	7.23M	45.5K	+100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.53%	47.11K	7.48M	-684	-1.43%
Mar 31, 2026	CASSIA CAPITAL PARTNERS, LLC	0.67%	58.82K	9.34M	2.39K	+4.24%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.95%	83.4K	13.24M	-5.57K	-6.26%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.98%	86.69K	13.77M	3.02K	+3.61%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.04%	91.34K	14.51M	-8.3K	-8.33%
Mar 31, 2026	NTV ASSET MANAGEMENT LLC	0.23%	20.65K	3.28M	-2.21K	-9.65%
Mar 31, 2026	IMPACT PARTNERSHIP WEALTH, LLC	0.15%	13.6K	2.16M	3.92K	+40.46%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.16%	14.1K	2.31M	369	+2.69%
Mar 31, 2026	CALTON & ASSOCIATES, INC.	0.17%	15.38K	2.44M	344	+2.29%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.77%	52.6K	8.35M	8.15K	+18.32%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.18%	15.79K	2.84M	-4.76K	-23.17%
Mar 31, 2026	ONYX BRIDGE WEALTH GROUP LLC	0.18%	16.28K	2.59M	7	+0.04%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.19%	16.74K	2.66M	469	+2.88%
Mar 31, 2026	GATEWAY WEALTH PARTNERS, LLC	0.19%	16.8K	2.67M	9.09K	+117.82%
Mar 31, 2026	CITADEL ADVISORS LLC	0.19%	17.07K	2.71M	17.07K	+100.00%
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.2%	18K	2.86M	-441	-2.39%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.2%	18K	2.86M	7.18K	+66.33%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.21%	18.67K	2.97M	-35	-0.19%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.22%	19.58K	3.11M	266	+1.38%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.04%	179.65K	28.53M	-9.85K	-5.20%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.71%	62.83K	9.98M	869	+1.40%
Mar 31, 2026	CASCADE INVESTMENT ADVISORS, INC.	0.12%	8.01K	1.27M	735	+10.11%
Mar 31, 2026	PCG WEALTH ADVISORS, LLC	0.12%	8.01K	1.27M	-8	-0.10%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.12%	8.14K	1.29M	209	+2.64%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.8%	334.97K	53.2M	-5.81K	-1.71%
Mar 31, 2026	LPL FINANCIAL LLC	4.81%	423.85K	67.31M	-38.92K	-8.41%
Mar 31, 2026	MORGAN STANLEY	6.84%	603.1K	95.78M	-54.62K	-8.31%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.24%	21.43K	3.4M	4.17K	+24.16%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.54%	47.81K	7.59M	16.65K	+53.44%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.59%	52.43K	8.33M	4.35K	+9.04%
Mar 31, 2026	SYSTELLIGENCE, LLC	1.16%	101.92K	16.19M	-8.51K	-7.70%
Mar 31, 2026		0.27%	23.62K	3.75M	-1.65K	-6.53%
Mar 31, 2026	VESTGEN ADVISORS, LLC	0.08%	5.17K	969.03K	-84	-1.60%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.08%	5.21K	827K	691	+15.31%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.09%	5.86K	930.67K	-686	-10.48%
Mar 31, 2026	HIGHPOINT ADVISOR GROUP LLC	0.09%	6.13K	973.32K	-125	-2.00%
Mar 31, 2026	CREATIVE PLANNING	0.1%	6.8K	1.08M	19	+0.28%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.1%	7.1K	1.13M	-5.18K	-42.18%
Mar 31, 2026	AMERITAS INVESTMENT PARTNERS, INC.	0.11%	7.28K	1.16M	7.19K	+7,563.16%
Mar 31, 2026	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0.11%	7.28K	1.16M	688	+10.43%
Mar 31, 2026	PATTEN GROUP, INC.	0.11%	7.28K	1.16M	170	+2.39%
Mar 31, 2026	KOVACK ADVISORS, INC.	0.11%	7.4K	1.19M	-236	-3.09%
Mar 31, 2026	SIGMA PLANNING CORP	0.12%	7.84K	1.25M	-624	-7.37%
Mar 31, 2026	MARINER, LLC	0.28%	24.53K	3.9M	7.75K	+46.21%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.28%	24.63K	3.91M	12.64K	+105.34%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.28%	25.12K	3.99M	220	+0.88%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.31%	26.98K	4.28M	-6.06K	-18.34%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.34%	30.25K	4.8M	1.96K	+6.94%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.39%	34.65K	5.5M	5.05K	+17.05%
Mar 31, 2026	TWIN PEAKS WEALTH ADVISORS, LLC	0.4%	35.07K	5.57M	260	+0.75%
Mar 31, 2026	ONEASCENT FINANCIAL SERVICES LLC	0.41%	35.89K	5.7M	-224	-0.62%
Mar 31, 2026	PACIFIC SUN FINANCIAL CORP	0.09%	8.22K	1.31M	532	+6.92%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.1%	9.11K	1.45M	-46	-0.50%
Mar 31, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.13%	11.05K	1.76M	-242	-2.14%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.13%	11.36K	1.8M	-2.95K	-20.60%
Mar 31, 2026	SPECTRUM WEALTH ADVISORY GROUP, LLC	0.13%	11.37K	1.81M	-250	-2.15%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.15%	13.27K	2.11M	13.27K	+100.00%
Mar 31, 2026	PROACTIVE WEALTH STRATEGIES LLC	0.46%	40.61K	6.45M	20.28K	+99.69%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.46%	40.82K	6.48M	8.58K	+26.60%
Mar 31, 2026	ROYAL BANK OF CANADA	1.28%	112.98K	17.94M	41.32K	+57.66%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.16%	12K	1.96M	367	+3.16%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.16%	12.27K	2.01M	1.91K	+18.42%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.2%	14.3K	2.34M	14.3K	+100.00%
Dec 31, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.22%	16.27K	2.66M	23	+0.14%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.26%	19.32K	3.16M	3.52K	+22.32%
Dec 31, 2025	NTV ASSET MANAGEMENT LLC	0.31%	22.85K	3.74M	-1.4K	-5.77%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.32%	23.51K	3.98M	-2K	-7.83%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.33%	24.9K	4.07M	-2.12K	-7.83%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.39%	28.28K	4.63M	2.01K	+7.65%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.41%	29.6K	4.84M	930	+3.24%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.42%	31.16K	5.1M	5.2K	+20.04%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.11%	8.34K	1.36M	1.59K	+23.54%
Dec 31, 2025	SIGMA PLANNING CORP	0.12%	8.47K	1.38M	-757	-8.21%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.11%	7.96K	1.3M	2	+0.03%
Dec 31, 2025	SPECTRUM WEALTH ADVISORY GROUP, LLC	0.16%	11.62K	1.9M	0	0
Dec 31, 2025	PCG WEALTH ADVISORS, LLC	0.11%	8.02K	1.31M	52	+0.65%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.44%	32.24K	5.27M	-464	-1.42%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.45%	33.03K	5.4M	-8.82K	-21.07%
Dec 31, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0.48%	34.81K	5.77M	-768	-2.16%
Dec 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.49%	36.12K	5.91M	36.12K	+100.00%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.51%	37.45K	6.13M	37.45K	+100.00%
Dec 31, 2025	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0.09%	6.59K	1.08M	-270	-3.93%
Dec 31, 2025	PATTEN GROUP, INC.	0.1%	7.11K	1.16M	3.01K	+73.19%
Dec 31, 2025	CASCADE INVESTMENT ADVISORS, INC.	0.1%	7.27K	1.19M	240	+3.41%
Dec 31, 2025	IMPACT PARTNERSHIP WEALTH, LLC	0.13%	9.68K	1.58M	732	+8.18%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.19%	13.73K	2.25M	1.69K	+14.00%
Dec 31, 2025	CALTON & ASSOCIATES, INC.	0.21%	15.04K	2.46M	-308	-2.01%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.22%	16.27K	2.66M	13.25K	+439.24%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.23%	17.26K	2.82M	-375	-2.13%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.59%	44.46K	7.28M	9.56K	+27.41%
Dec 31, 2025	ROYAL BANK OF CANADA	0.97%	71.66K	11.72M	17.78K	+33.01%
Dec 31, 2025	SYSTELLIGENCE, LLC	1.51%	110.43K	18.06M	110.43K	+100.00%
Dec 31, 2025	MARINER, LLC	0.22%	16.78K	2.74M	-479	-2.78%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.12%	9.16K	1.5M	-84	-0.91%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.13%	83.66K	13.69M	-8.13K	-8.86%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.34%	99.64K	16.3M	3.98K	+4.16%
Dec 31, 2025	PACIFIC SUN FINANCIAL CORP	0.11%	7.69K	1.26M	-308	-3.85%
Dec 31, 2025	GATEWAY WEALTH PARTNERS, LLC	0.11%	7.71K	1.26M	7.71K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.92%	142.49K	23.31M	29.43K	+26.04%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.53%	189.5K	31M	32.83K	+20.95%
Dec 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.07%	5.31K	868.5K	-255	-4.58%
Dec 31, 2025	PRIVATE ADVISORY GROUP LLC	0.08%	5.58K	912.67K	276	+5.20%
Dec 31, 2025	ECLECTIC ASSOCIATES INC /ADV	0.08%	6.01K	982.62K	-1.48K	-19.79%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.09%	6.55K	1.07M	327	+5.26%
Dec 31, 2025	KOVACK ADVISORS, INC.	0.1%	7.63K	846.96K	2.41K	+46.06%
Dec 31, 2025	IFG ADVISORY, LLC	0.24%	17.69K	2.89M	1.47K	+9.03%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.25%	18.44K	3.02M	-345	-1.84%
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.26%	18.71K	3.06M	-1.72K	-8.42%
Dec 31, 2025	PROACTIVE WEALTH STRATEGIES LLC	0.28%	20.34K	3.33M	31	+0.15%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.28%	20.55K	3.4M	161	+0.79%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.65%	47.79K	7.82M	-1.36K	-2.76%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.65%	48.08K	7.87M	-29	-0.06%
Dec 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.15%	11.29K	1.85M	-284	-2.45%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.15%	10.82K	1.77M	-338	-3.03%
Dec 31, 2025		0.35%	25.28K	4.13M	25.28K	+100.00%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.67%	50K	8.18M	0	0
Dec 31, 2025	UBS GROUP AG	0.69%	51.45K	8.42M	-933	-1.78%
Dec 31, 2025	CASSIA CAPITAL PARTNERS, LLC	0.77%	56.43K	9.23M	-7.15K	-11.25%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.82%	61.96K	10.14M	5.51K	+9.76%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.2%	88.97K	14.56M	534	+0.60%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	4.6%	340.79K	55.75M	11.68K	+3.55%
Dec 31, 2025	LPL FINANCIAL LLC	6.34%	462.77K	75.7M	-23.36K	-4.81%
Dec 31, 2025	MORGAN STANLEY	8.87%	657.73K	107.6M	-1.86K	-0.28%
Sep 30, 2025	PRIVATE ADVISORY GROUP LLC	0.08%	5.3K	881.15K	5.3K	+100.00%
Sep 30, 2025	PROACTIVE WEALTH STRATEGIES LLC	0.29%	20.31K	3.37M	76	+0.38%
Sep 30, 2025	IFG ADVISORY, LLC	0.23%	16.23K	2.7M	7.97K	+96.39%
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.29%	20.43K	3.39M	-142	-0.69%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.25%	17.64K	2.93M	-4.47K	-20.21%
Sep 30, 2025	NTV ASSET MANAGEMENT LLC	0.35%	24.25K	4.03M	291	+1.21%
Sep 30, 2025	MARINER, LLC	0.25%	17.26K	2.87M	228	+1.34%
Sep 30, 2025	SPECTRUM WEALTH ADVISORY GROUP, LLC	0.17%	11.62K	1.93M	-62	-0.53%
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.27%	18.78K	3.12M	-597	-3.08%
Sep 30, 2025	PRUDENTIAL PLC	0.11%	8K	1.33M	8K	+100.00%
Sep 30, 2025	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0.1%	6.86K	1.14M	15	+0.22%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.09%	6.22K	1.03M	538	+9.47%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.09%	5.97K	992.46K	5.97K	+100.00%
Sep 30, 2025	INVESTORS RESEARCH CORP	0.08%	5.9K	980.34K	-200	-3.28%
Sep 30, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.08%	5.87K	968.51K	-59	-0.99%
Sep 30, 2025	KOVACK ADVISORS, INC.	0.08%	5.23K	868.34K	-32	-0.61%
Sep 30, 2025	RDA FINANCIAL NETWORK	0.07%	5.05K	839.44K	-185	-3.53%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.07%	4.92K	818.57K	-144	-2.84%
Sep 30, 2025	CONCENTRUM WEALTH MANAGEMENT	0.07%	4.71K	782.12K	-800	-14.53%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.07%	4.65K	773.53K	1	+0.02%
Sep 30, 2025	KRILOGY FINANCIAL LLC	0.06%	4.3K	712.15K	4.3K	+100.00%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.06%	4.29K	713K	1.64K	+61.90%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.06%	4.23K	702.3K	4	+0.09%
Sep 30, 2025	ECLECTIC ASSOCIATES INC /ADV	0.11%	7.49K	1.24M	-3.49K	-31.78%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.62%	113.05K	18.78M	-319	-0.28%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.32%	91.8K	15.25M	3.45K	+3.90%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.27%	88.44K	14.7M	1.92K	+2.22%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.81%	56.45K	9.38M	-3.88K	-6.43%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.29%	20.39K	3.44M	1.18K	+6.13%
Sep 30, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.23%	16.25K	2.7M	204	+1.27%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.23%	15.79K	2.62M	-38	-0.24%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.17%	11.63K	1.93M	2	+0.02%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.15%	10.59K	1.76M	135	+1.29%
Sep 30, 2025	LPL FINANCIAL LLC	6.98%	486.13K	80.78M	16.08K	+3.42%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	4.72%	329.11K	54.69M	15.28K	+4.87%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.37%	95.67K	15.41M	65.22K	+214.26%
Sep 30, 2025	CASSIA CAPITAL PARTNERS, LLC	0.91%	63.58K	10.56M	-687	-1.07%
Sep 30, 2025	UBS GROUP AG	0.75%	52.38K	8.7M	6.32K	+13.73%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.72%	50K	8.31M	50K	+100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.71%	49.15K	8.17M	1.02K	+2.11%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.69%	48.11K	7.99M	2.6K	+5.72%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.6%	41.85K	6.95M	-817	-1.91%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.5%	34.9K	5.8M	-1.66K	-4.55%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.38%	26.27K	4.37M	-86	-0.33%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.37%	25.96K	4.31M	-3.23K	-11.08%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.37%	25.51K	4.22M	-581	-2.23%
Sep 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.17%	11.58K	1.92M	21	+0.18%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.16%	11.16K	1.85M	-766	-6.42%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.15%	10.36K	1.72M	2.41K	+30.34%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.13%	9.24K	1.54M	775	+9.16%
Sep 30, 2025	SIGMA PLANNING CORP	0.13%	9.23K	1.53M	4.49K	+94.70%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.12%	8.24K	1.37M	7.41K	+892.06%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.25%	156.67K	26.03M	11.17K	+7.68%
Sep 30, 2025	ROYAL BANK OF CANADA	0.77%	53.88K	8.95M	7.18K	+15.38%
Sep 30, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0.51%	35.58K	5.91M	-1.75K	-4.69%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.47%	32.71K	5.43M	955	+3.01%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.41%	28.67K	4.76M	-13	-0.05%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.39%	27.02K	4.49M	-925	-3.31%
Sep 30, 2025	IMPACT PARTNERSHIP WEALTH, LLC	0.13%	8.95K	1.49M	1.92K	+27.31%
Sep 30, 2025	PACIFIC SUN FINANCIAL CORP	0.11%	8K	1.33M	-50	-0.62%
Sep 30, 2025	PCG WEALTH ADVISORS, LLC	0.11%	7.97K	1.32M	-28	-0.35%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.11%	7.96K	1.32M	4	+0.05%
Sep 30, 2025	MORGAN STANLEY	9.47%	659.58K	109.6M	79.56K	+13.72%
Sep 30, 2025	CREATIVE PLANNING	0.11%	7.39K	1.23M	25	+0.34%
Sep 30, 2025	CASCADE INVESTMENT ADVISORS, INC.	0.1%	7.03K	1.17M	240	+3.53%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.1%	6.89K	1.14M	51	+0.75%
Sep 30, 2025	CALTON & ASSOCIATES, INC.	0.22%	15.35K	2.55M	1.84K	+13.66%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.17%	12.04K	2M	9.48K	+369.15%
Jun 30, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0.55%	37.33K	5.8M	-1.44K	-3.72%
Jun 30, 2025	PCG WEALTH ADVISORS, LLC	0.12%	8K	1.16M	-107	-1.32%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.17%	11.63K	1.68M	-1.92K	-14.15%
Jun 30, 2025	CALTON & ASSOCIATES, INC.	0.2%	13.5K	1.96M	-1.15K	-7.85%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.23%	15.83K	2.29M	70	+0.44%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.41%	27.95K	4.05M	-327	-1.16%
Jun 30, 2025	RDA FINANCIAL NETWORK	0.08%	5.24K	758.89K	0	0
Jun 30, 2025	KOVACK ADVISORS, INC.	0.08%	5.26K	761.98K	-30	-0.57%
Jun 30, 2025	ATLAS PRIVATE WEALTH ADVISORS	0.08%	5.47K	792.39K	-107	-1.92%
Jun 30, 2025	CONCENTRUM WEALTH MANAGEMENT	0.08%	5.51K	798.02K	0	0
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.08%	5.68K	823.28K	692	+13.87%
Jun 30, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.09%	5.93K	892.51K	-584	-8.96%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.09%	6.08K	924.82K	-371	-5.75%
Jun 30, 2025	INVESTORS RESEARCH CORP	0.09%	6.1K	883.95K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.1%	6.75K	977.74K	6.75K	+100.00%
Jun 30, 2025	CASCADE INVESTMENT ADVISORS, INC.	0.1%	6.79K	984.08K	20	+0.30%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.1%	6.83K	990.31K	2	+0.03%
Jun 30, 2025	IMPACT PARTNERSHIP WEALTH, LLC	0.1%	7.03K	1.02M	-4.12K	-36.95%
Jun 30, 2025	IFG ADVISORY, LLC	0.12%	8.26K	1.2M	2.46K	+42.34%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.26%	17.64K	2.56M	-5.07K	-22.32%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.67%	45.51K	6.59M	-28.48K	-38.50%
Jun 30, 2025	UBS GROUP AG	0.68%	46.06K	6.67M	-13.19K	-22.26%
Jun 30, 2025	CASSIA CAPITAL PARTNERS, LLC	0.95%	64.27K	9.31M	-2.08K	-3.14%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.27%	86.52K	12.54M	-2.21K	-2.49%
Jun 30, 2025	MORGAN STANLEY	8.55%	580.03K	84.05B	-7.52K	-1.28%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.3%	88.35K	12.8M	-10.27K	-10.42%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	1.46%	98.91K	14.33M	263	+0.27%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.63%	42.67K	6.18M	33.92K	+387.92%
Jun 30, 2025	ROYAL BANK OF CANADA	0.69%	46.7K	6.77M	-4.64K	-9.04%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.71%	48.13K	6.98M	1.08K	+2.30%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.89%	60.33K	8.74M	1.44K	+2.44%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.67%	113.37K	16.43M	-25.38K	-18.29%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.12%	8.46K	1.23M	549	+6.94%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.42%	28.68K	4.16M	290	+1.02%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.43%	29.19K	4.23M	14.84K	+103.40%
Jun 30, 2025	MARINER, LLC	0.25%	17.03K	2.47M	-1.97K	-10.37%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.28%	19.21K	2.87M	-237	-1.22%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.29%	19.38K	2.81M	-1.67K	-7.94%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.45%	30.44K	4.41M	2.86K	+10.37%
Jun 30, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.24%	16.05K	2.33M	-18	-0.11%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.12%	7.95K	1.15M	4.04K	+103.04%
Jun 30, 2025	NTV ASSET MANAGEMENT LLC	0.35%	23.96K	3.47M	17.93K	+297.36%
Jun 30, 2025	CREATIVE PLANNING	0.11%	7.36K	1.07M	320	+4.54%
Jun 30, 2025	PROACTIVE WEALTH STRATEGIES LLC	0.3%	20.23K	2.93M	-1.5K	-6.92%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.12%	7.81K	1.13M	5.18K	+196.58%
Jun 30, 2025	ANCORA ADVISORS, LLC	0.12%	7.81K	1.13M	0	0
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.12%	7.95K	1.15M	3.1K	+64.07%
Jun 30, 2025		0.3%	20.23K	2.93M	-1.5K	-6.92%
Jun 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.3%	20.57K	2.98M	-295	-1.41%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.39%	26.36K	3.82M	-2.29K	-8.00%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.47%	31.75K	4.6M	-27.72K	-46.61%
Jun 30, 2025	HRT FINANCIAL LP	0.1%	7.08K	1.03M	4.94K	+231.09%
Jun 30, 2025	PACIFIC SUN FINANCIAL CORP	0.12%	8.05K	1.17M	0	0
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.15%	10.46K	1.52M	624	+6.35%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.33%	22.1K	3.2M	3.37K	+18.01%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.14%	145.5K	21.08M	23.78K	+19.54%
Jun 30, 2025	LPL FINANCIAL LLC	6.93%	470.05K	68.11M	79.94K	+20.49%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	4.62%	313.83K	45.48M	26.83K	+9.35%
Jun 30, 2025	ECLECTIC ASSOCIATES INC /ADV	0.16%	10.98K	1.59M	-1.71K	-13.48%
Jun 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.17%	11.56K	1.67M	-232	-1.97%
Jun 30, 2025	SPECTRUM WEALTH ADVISORY GROUP, LLC	0.17%	11.68K	1.69M	-58	-0.49%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.18%	11.93K	1.73M	-1.15K	-8.82%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.38%	26.09K	3.75M	-431	-1.63%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.54%	36.56K	5.3M	-3.87K	-9.56%
Mar 31, 2025	BERNARDO WEALTH PLANNING LLC	1.03%	59.01K	5.29M	59.01K	+100.00%
Mar 31, 2025	ANCORA ADVISORS, LLC	0.14%	7.81K	873.03K	0	0
Mar 31, 2025	STIFEL FINANCIAL CORP	0.14%	7.92K	884.47K	-7.8K	-49.62%
Mar 31, 2025	IMPACT PARTNERSHIP WEALTH, LLC	0.19%	11.15K	1.25M	2.4K	+27.42%
Mar 31, 2025	SPECTRUM WEALTH ADVISORY GROUP, LLC	0.2%	11.74K	1.31M	-270	-2.25%
Mar 31, 2025	GOOD LIFE ADVISORS, LLC	0.4%	22.71K	2.54M	-16.78K	-42.50%
Mar 31, 2025	TRUIST FINANCIAL CORP	1.04%	59.47K	6.65M	-1.71K	-2.80%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.72%	98.62K	11.02M	-2.69K	-2.66%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.42%	138.75K	15.5M	-3.63K	-2.55%
Mar 31, 2025	LPL FINANCIAL LLC	6.8%	390.11K	43.59M	112.63K	+40.59%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.55%	88.73K	9.92M	1.97K	+2.27%
Mar 31, 2025	PCG WEALTH ADVISORS, LLC	0.14%	8.1K	905.32K	-13	-0.16%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.15%	8.75K	977.18K	110	+1.27%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.17%	9.83K	1.1M	9.83K	+100.00%
Mar 31, 2025	ECLECTIC ASSOCIATES INC /ADV	0.22%	12.69K	1.42M	5.61K	+79.22%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.23%	13.08K	1.46M	1.41K	+12.05%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.24%	13.54K	1.51M	2.51K	+22.78%
Mar 31, 2025	JANE STREET GROUP, LLC	0.25%	14.19K	1.59M	-4.07K	-22.26%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.25%	14.35K	1.6M	1.58K	+12.34%
Mar 31, 2025		0.38%	21.73K	2.43M	-364	-1.65%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.03%	58.9K	6.58M	-462	-0.78%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.48%	27.58K	3.08M	-130	-0.47%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.49%	28.39K	3.17M	-782	-2.68%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.7%	40.42K	4.54M	-9.34K	-18.76%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.82%	47.05K	5.26M	-371	-0.78%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.46%	26.52K	2.96M	-949	-3.46%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.5%	28.65K	3.2M	859	+3.09%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.87%	50K	5.59M	50K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.9%	51.34K	5.74M	313	+0.61%
Mar 31, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0.68%	38.77K	4.29M	-1.32K	-3.30%
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	1.72%	98.64K	11.02M	19.5K	+24.64%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.12%	121.72K	13.6M	2.93K	+2.47%
Mar 31, 2025	PACIFIC SUN FINANCIAL CORP	0.14%	8.05K	899.4K	-45	-0.56%
Mar 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.18%	10.52K	1.18M	10.52K	+100.00%
Mar 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.21%	11.79K	1.32M	137	+1.18%
Mar 31, 2025	MORGAN STANLEY	10.24%	587.55K	65.65M	17.28K	+3.03%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.29%	73.99K	8.27M	-2.33K	-3.05%
Mar 31, 2025	CASSIA CAPITAL PARTNERS, LLC	1.16%	66.35K	7.41M	-1.48K	-2.17%
Mar 31, 2025	UBS GROUP AG	1.03%	59.25K	6.62M	-1.69K	-2.77%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.27%	15.76K	1.76M	-1.3K	-7.63%
Mar 31, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.28%	16.07K	1.8M	-27	-0.17%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.33%	18.73K	2.09M	-6.13K	-24.66%
Mar 31, 2025	MARINER, LLC	0.33%	19K	2.12M	3.36K	+21.48%
Mar 31, 2025	CALTON & ASSOCIATES, INC.	0.26%	14.65K	1.64M	1.03K	+7.59%
Mar 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.37%	21.05K	2.35M	-231	-1.09%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	5%	287K	32.07M	31.66K	+12.40%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.49%	28.27K	3.16M	-3.99K	-12.36%
Mar 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.36%	20.86K	2.33M	-2.03K	-8.85%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.36%	20.39K	2.28M	-8.34K	-29.04%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.34%	19.44K	2.4M	147	+0.76%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.56%	39.38K	4.17M	-89	-0.23%
Mar 31, 2024	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC	0.14%	9.61K	1.02M	-345	-3.46%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	11.29K	1.19M	-227	-1.97%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.16%	11.44K	1.21M	423	+3.84%
Mar 31, 2024	ATRIA INVESTMENTS, INC	0.17%	11.75K	1.24M	-716	-5.74%
Mar 31, 2024	SPECTRUM WEALTH ADVISORY GROUP, LLC	0.18%	12.35K	1.31M	0	0
Mar 31, 2024	MARINER, LLC	0.21%	14.46K	1.53M	-1.26K	-8.01%
Mar 31, 2024	ADVISORY ALPHA, LLC	0.27%	18.91K	2M	-3.64K	-16.15%
Mar 31, 2024	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.28%	19.89K	1.98M	1.2K	+6.39%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.3%	20.99K	2.22M	-1.53K	-6.78%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.32%	22.07K	2.33M	-1K	-4.34%
Mar 31, 2024	WESTERN WEALTH MANAGEMENT, LLC	0.34%	24.07K	2.55M	-188	-0.78%
Mar 31, 2024	COTTONWOOD CAPITAL ADVISORS, LLC	0.4%	28.12K	2.34M	25.38K	+927.40%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.44%	34.77K	3.68M	-2.81K	-7.48%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.45%	31.74K	3.36M	1.26K	+4.14%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.59%	47.31K	5.01M	-11.02K	-18.89%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.61%	48.3K	5.11M	-24.1K	-33.29%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.64%	51.35K	5.43M	-15.08K	-22.70%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.68%	54.47K	5.76M	-1.8K	-3.20%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.75%	59.91K	6.33M	-13.29K	-18.15%
Mar 31, 2024	LPL FINANCIAL LLC	4.25%	338.64K	35.83M	-8.42K	-2.43%
Mar 31, 2024	ANCORA ADVISORS, LLC	0.12%	8.31K	878.68K	-305	-3.54%
Mar 31, 2024	CITADEL ADVISORS LLC	0.13%	10K	1.06M	-30.7K	-75.43%
Mar 31, 2024	PACIFIC SUN FINANCIAL CORP	0.13%	8.94K	945.74K	-230	-2.51%
Mar 31, 2024	KRAFT, DAVIS & ASSOCIATES, LLC	0.18%	12.71K	1.31M	-814	-6.02%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.2%	14.07K	1.49M	-1.47K	-9.43%
Mar 31, 2024	CEDAR BROOK FINANCIAL PARTNERS, LLC	0.2%	14.15K	1.5M	-93	-0.65%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.21%	16.44K	1.74M	644	+4.08%
Mar 31, 2024	CALTON & ASSOCIATES, INC.	0.22%	15.26K	1.61M	-435	-2.77%
Mar 31, 2024	FERNWOOD INVESTMENT MANAGEMENT, LLC	0.23%	16.01K	1.69M	251	+1.59%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.25%	20.31K	2.15M	20.31K	+100.00%
Mar 31, 2024	ONYX BRIDGE WEALTH GROUP LLC	0.26%	17.99K	1.82M	-2.07K	-10.33%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.58%	46.57K	4.93M	133	+0.29%
Mar 31, 2024	GOOD LIFE ADVISORS, LLC	0.81%	56.38K	5.97M	-387	-0.68%
Mar 31, 2024	CETERA ADVISORS LLC	0.84%	58.91K	6.23M	28.68K	+94.88%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.85%	59.29K	6.27M	-7.4K	-11.10%
Mar 31, 2024	MORGAN STANLEY	7.31%	583.11K	61.69M	-51.64K	-8.13%
Mar 31, 2024	UBS GROUP AG	0.65%	52.11K	5.51M	1.13K	+2.22%
Mar 31, 2024	CASSIA CAPITAL PARTNERS, LLC	0.98%	68.37K	7.23M	4.16K	+6.48%
Mar 31, 2024	SAGEVIEW ADVISORY GROUP, LLC	1.02%	71.53K	3.31M	71.53K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.05%	83.73K	8.86M	-6.09K	-6.78%
Mar 31, 2024	SRS CAPITAL ADVISORS, INC.	1.33%	92.73K	9.81M	-256	-0.28%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.5%	104.77K	11.09M	104.77K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	1.86%	130K	13.75M	24.51K	+23.24%
Mar 31, 2024	TWIN PEAKS WEALTH ADVISORS, LLC	0.63%	44.21K	4.68M	-2.72K	-5.79%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.84%	67.03K	7.1M	-9.28K	-12.16%
Mar 31, 2024	GEOWEALTH MANAGEMENT, LLC	1.02%	71.38K	7.55M	71.38K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	1.07%	85.37K	9.03M	-3.82K	-4.29%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.59%	126.84K	13.42M	-347	-0.27%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	3.26%	259.92K	27.5M	-1.75K	-0.67%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.07%	5.68K	601K	-339	-5.63%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.07%	5.95K	629.19K	-758	-11.31%
Mar 31, 2024	CASCADE INVESTMENT ADVISORS, INC.	0.08%	5.99K	633.85K	100	+1.70%
Mar 31, 2024	INVESTORS RESEARCH CORP	0.08%	6.01K	635.64K	449	+8.08%
Mar 31, 2024	HIBERNIA WEALTH PARTNERS, LLC	0.08%	6.05K	639.8K	-108	-1.75%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.08%	6.13K	648.08K	-465	-7.06%
Mar 31, 2024	CONCENTRUM WEALTH MANAGEMENT	0.08%	6.61K	699.02K	-380	-5.44%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.08%	6.68K	707K	-95	-1.40%
Mar 31, 2024	CORNERSTONE WEALTH MANAGEMENT, LLC	0.08%	6.69K	708.17K	-2.3K	-25.60%
Mar 31, 2024	NTV ASSET MANAGEMENT LLC	0.09%	6.83K	722.59K	-100	-1.44%
Mar 31, 2024	CLARUS WEALTH ADVISORS	0.1%	7.72K	786.87K	-1.02K	-11.67%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.1%	7.8K	825.46K	-4.8K	-38.08%
Mar 31, 2024	PCG WEALTH ADVISORS, LLC	0.1%	8.22K	869.78K	-1.11K	-11.91%
Dec 31, 2023	GOOD LIFE ADVISORS, LLC	0.8%	56.77K	5.44M	1.19K	+2.15%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.79%	56.27K	5.4M	-30.9K	-35.45%
Dec 31, 2023	UBS GROUP AG	0.72%	50.98K	4.89M	-649	-1.26%
Dec 31, 2023		0.66%	46.93K	4.5M	46.93K	+100.00%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.66%	46.43K	4.45M	-6.77K	-12.73%
Dec 31, 2023	ASCENSION CAPITAL ADVISORS, INC.	0.64%	45.28K	4.34M	109	+0.24%
Dec 31, 2023	CITADEL ADVISORS LLC	0.57%	40.69K	3.9M	-654	-1.58%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.56%	39.47K	3.78M	-1.78K	-4.32%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.53%	37.59K	3.6M	-2.48K	-6.20%
Dec 31, 2023	PROSPERA FINANCIAL SERVICES INC	0.53%	37.28K	3.57M	-362	-0.96%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.46%	32.45K	3.11M	-646	-1.95%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.43%	30.48K	2.92M	-2.95K	-8.81%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	1.49%	105.49K	10.12M	-40.37K	-27.68%
Dec 31, 2023	CETERA ADVISORS LLC	0.43%	30.23K	2.9M	-3.83K	-11.25%
Dec 31, 2023	WESTERN WEALTH MANAGEMENT, LLC	0.34%	24.26K	2.33M	-705	-2.82%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.33%	23.07K	2.21M	1.98K	+9.39%
Dec 31, 2023	ADVISORY ALPHA, LLC	0.32%	22.55K	2.16M	-849	-3.63%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.32%	22.52K	2.16M	125	+0.56%
Dec 31, 2023	ONYX BRIDGE WEALTH GROUP LLC	0.28%	20.07K	1.92M	-6.15K	-23.46%
Dec 31, 2023	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.26%	18.7K	1.75M	-1.37K	-6.84%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.24%	17.08K	1.61M	-7.01K	-29.11%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.22%	15.8K	1.51M	-14.1K	-47.15%
Dec 31, 2023	FERNWOOD INVESTMENT MANAGEMENT, LLC	0.22%	15.76K	1.51M	91	+0.58%
Dec 31, 2023	MARINER, LLC	0.22%	15.72K	1.51M	2.76K	+21.27%
Dec 31, 2023	CALTON & ASSOCIATES, INC.	0.22%	15.7K	1.51M	15.7K	+100.00%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.22%	15.53K	1.48M	-257	-1.63%
Dec 31, 2023	CEDAR BROOK FINANCIAL PARTNERS, LLC	0.2%	14.24K	1.33M	-6.2K	-30.32%
Dec 31, 2023	KRAFT, DAVIS & ASSOCIATES, LLC	0.19%	13.53K	1.28M	-4.55K	-25.16%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.18%	12.6K	1.21M	-1.02K	-7.47%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.8%	127.19K	12.2M	-17.21K	-11.92%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	3.69%	261.66K	25.09M	-7.23K	-2.69%
Dec 31, 2023	LPL FINANCIAL LLC	4.9%	347.06K	33.28M	-10.68K	-2.99%
Dec 31, 2023	MORGAN STANLEY	8.96%	634.75K	60.87M	-21.23K	-3.24%
Dec 31, 2023	ATRIA INVESTMENTS, INC	0.18%	12.47K	1.2M	249	+2.04%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.03%	73.2K	7.02M	-17.8K	-19.56%
Dec 31, 2023	SPECTRUM WEALTH ADVISORY GROUP, LLC	0.17%	12.35K	1.18M	-298	-2.36%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.16%	11.01K	1.06M	-1.28K	-10.39%
Dec 31, 2023	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC	0.14%	9.96K	954K	-1.11K	-10.02%
Dec 31, 2023	INSIGNEO ADVISORY SERVICES, LLC	0.13%	9.44K	905.1K	-264	-2.72%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.94%	66.43K	6.37M	29.74K	+81.04%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.08%	76.31K	7.31M	-8.37K	-9.88%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.13%	80.07K	835K	-88.96K	-52.63%
Dec 31, 2023	ROYAL BANK OF CANADA	1.26%	89.2K	8.55M	19.07K	+27.19%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.27%	89.82K	8.61M	-2.97K	-3.20%
Dec 31, 2023	SRS CAPITAL ADVISORS, INC.	1.31%	92.99K	8.92M	520	+0.56%
Dec 31, 2023	PCG WEALTH ADVISORS, LLC	0.13%	9.33K	894.85K	-544	-5.51%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.02%	72.41K	6.94M	-40.44K	-35.83%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.94%	66.69K	6.4M	6.43K	+10.67%
Dec 31, 2023	CASSIA CAPITAL PARTNERS, LLC	0.91%	64.21K	6.16M	16.26K	+33.91%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.82%	58.32K	5.59M	46	+0.08%

Frequently Asked Questions