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

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

PFS PARTNERS, LLC, in the last quarter, reduced its stake in FSMB by -1.55% restricting it's holding to 674.66 thousand shares of worth nearly $13.49M. AVAII WEALTH MANAGEMENT, LLC also lessened -1.88% of the FSMB shares from its portfolio, reducing its holding to 54.13 thousand shares of worth $1.08M. MOUNT YALE INVESTMENT ADVISORS, LLC also shunned FSMB shares holding by -12.57% last quarter which brought its holding to 76.79 thousand shares worth $1.54M.

Investors who are buying FSMB stock?

As per its latest 13F filing, XML FINANCIAL, LLC increased its stake in FSMB by 100% in the last quarter. The institutional holder raised its holding to 519.3 thousand shares having worth more than $10.38M. ROCKEFELLER CAPITAL MANAGEMENT L.P. also added 2.67% more shares of FSMB to its portfolio, raising its holding to 523.42 thousand shares of worth $10.46M. CETERA INVESTMENT ADVISERS also increased its FSMB shares holding by 7.55% which brought its holding to 593.66 thousand shares worth $11.87M.

FSMB's major insiders: who are they?

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

Did an insider recently sell FSMB stock?

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

Which insider recently purchased FSMB stock?

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

How much of FSMB does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in FSMB?

XML FINANCIAL, LLC is the largest institutional owner in FSMB which holds 519.3 thousand shares worth $10.38M or 1.65% of the total FSMB shares outstanding followed by ROCKEFELLER CAPITAL MANAGEMENT L.P. with ownership of 523.42 thousand shares representing 1.66% of the FSMB ownership. CETERA INVESTMENT ADVISERS is the third largest stakeholder with 593.66 thousand shares or 1.88% of the ownership worth more than $11.87M.

Is First Trust Short Duration 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 FSMB is concerned, it is a stock which is optionable.

Is there a short position on FSMB's shares?

Number of FSMB 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 FSMB shares are there?

As of today, null shares of FSMB are outstanding.

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

FSMB 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 FSMB is null.

First Trust Short Duration Managed Municipal ETF (FSMB) 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. XML FINANCIAL, LLC is the top corporate investor, holding 519.3K shares valued at $10.38M. A 1.65% stake in First Trust Short Duration Managed Municipal ETF is owned by the company. ROCKEFELLER CAPITAL MANAGEMENT L.P. owns 523.42K shares valued at $10.46M, which translates its holding of 1.66% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	XML FINANCIAL, LLC	1.65%	519.3K	10.38M	519.3K	+100.00%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.66%	523.42K	10.46M	13.63K	+2.67%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.88%	593.66K	11.87M	41.66K	+7.55%
Jun 30, 2026	PFS PARTNERS, LLC	2.14%	674.66K	13.49M	-10.64K	-1.55%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.5%	158.13K	3.16M	20.7K	+15.06%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.16%	49.46K	988.64K	1.4K	+2.90%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.17%	53.42K	1.07M	3.14K	+6.23%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.18%	53.82K	1.08M	8.62K	+19.07%
Jun 30, 2026	AVAII WEALTH MANAGEMENT, LLC	0.18%	54.13K	1.08M	-1.04K	-1.88%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	63.79K	1.28M	1.87K	+3.02%
Jun 30, 2026	OCCIDENTAL ASSET MANAGEMENT, LLC	0.22%	66.36K	1.33M	22.25K	+50.43%
Jun 30, 2026	ARBOR CAPITAL MANAGEMENT INC /ADV	0.23%	69.92K	1.39M	278	+0.40%
Jun 30, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	0.25%	76.79K	1.54M	-11.04K	-12.57%
Jun 30, 2026	FIFTH THIRD BANCORP	0.25%	77.86K	1.56M	-9.06K	-10.42%
Jun 30, 2026	MGO ONE SEVEN LLC	0.32%	99.86K	2M	5.15K	+5.43%
Jun 30, 2026	CONDOR CAPITAL MANAGEMENT	0.79%	248.15K	4.96M	-496	-0.20%
Jun 30, 2026	NILSINE PARTNERS, LLC	0.89%	281.29K	5.62M	-757	-0.27%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.9%	283.41K	5.67M	63.6K	+28.93%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.94%	296.62K	5.93M	19.1K	+6.88%
Jun 30, 2026	JPMORGAN CHASE & CO	0.94%	297.63K	5.95M	87.37K	+41.56%
Jun 30, 2026	FRANCIS FINANCIAL, INC.	1.14%	357.85K	7.15M	501	+0.14%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.24%	389.4K	7.78M	11.57K	+3.06%
Jun 30, 2026	ENRICH FINANCIAL PARTNERS LLC	1.4%	440.06K	8.8M	24.44K	+5.88%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	1.62%	511.05K	10.22M	-20.1K	-3.78%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	2.72%	857.02K	17.13M	-195.61K	-18.58%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	2.84%	896.2K	17.92M	-53.17K	-5.60%
Jun 30, 2026	RMR WEALTH BUILDERS	3.65%	1.15M	23.02M	74.19K	+6.89%
Jun 30, 2026	LPL FINANCIAL LLC	7.92%	2.5M	49.91M	229.14K	+10.11%
Jun 30, 2026	MORGAN STANLEY	16.64%	5.25M	104.88M	99.86K	+1.94%
Jun 30, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.29%	92.07K	1.84M	89.87K	+4,096.35%
Jun 30, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.39%	122.62K	2.45M	122.62K	+100.00%
Jun 30, 2026	HOBART PRIVATE CAPITAL, LLC	0.27%	86.09K	1.72M	19.22K	+28.74%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.28%	88.08K	1.76M	7.5K	+9.30%
Jun 30, 2026	INSIGHT INV LLC	0.29%	91.49K	1.83M	4.68K	+5.39%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.32%	101.27K	2.02M	-8.04K	-7.36%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.33%	103.46K	2.07M	5.43K	+5.54%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.35%	108.92K	2.18M	278	+0.26%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.36%	112.13K	2.24M	8.36K	+8.05%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.39%	121.64K	2.43M	10.45K	+9.40%
Jun 30, 2026	GENESIS PRIVATE WEALTH, LLC	0.25%	79.65K	1.59M	6.98K	+9.60%
Jun 30, 2026	STEPHENS INC /AR/	0.26%	81.82K	1.64M	-20.3K	-19.88%
Jun 30, 2026	COPPER HARBOR INVESTMENT ADVISORS, LLC	0.38%	119.96K	2.4M	119.96K	+100.00%
Jun 30, 2026	PRINCIPLE WEALTH PARTNERS LLC	0.73%	231.49K	4.63M	200K	+635.06%
Jun 30, 2026	UBS GROUP AG	2.26%	713.29K	14.26M	35.17K	+5.19%
Jun 30, 2026	JANE STREET GROUP, LLC	0.63%	200.13K	4M	182.99K	+1,067.36%
Jun 30, 2026	PER STIRLING CAPITAL MANAGEMENT, LLC.	1%	314.62K	6.29M	16.45K	+5.52%
Jun 30, 2026	ROYAL BANK OF CANADA	1.13%	354.64K	7.09M	31.62K	+9.79%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.33%	418.6K	8.37M	4.48K	+1.08%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.42%	447.27K	8.94M	242.74K	+118.68%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.09%	657.97K	13.15M	197.45K	+42.88%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.32%	730.84K	14.61M	457.67K	+167.54%
Jun 30, 2026	ELEQUIN SECURITIES, LLC	0.42%	133.13K	2.66M	133.13K	+100.00%
Jun 30, 2026	RFG ADVISORY, LLC	0.42%	133.26K	2.66M	13.36K	+11.14%
Jun 30, 2026	VAQUERO PRIVATE WEALTH, LTD	1.91%	601.75K	12.03M	601.75K	+100.00%
Jun 30, 2026	IFP ADVISORS, INC	0.43%	136.13K	2.72M	-1.11K	-0.81%
Jun 30, 2026	GATEWAY WEALTH PARTNERS, LLC	0.56%	176.81K	3.53M	-57.23K	-24.45%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.7%	221.37K	4.43M	28.79K	+14.95%
Jun 30, 2026		0.39%	119.96K	2.4M	119.96K	+100.00%
Jun 30, 2026	WAVERLY ADVISORS, LLC	2.23%	701.97K	14.03M	701.97K	+100.00%
Jun 30, 2026	TRUE BLUE FINANCIAL, LLC	0.76%	238.02K	4.76M	26.86K	+12.72%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	1.7%	531.15K	10.6M	43.53K	+8.93%
Mar 31, 2026	HOBART PRIVATE CAPITAL, LLC	0.21%	66.87K	1.33M	10.21K	+18.01%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.22%	69.34K	1.38M	118	+0.17%
Mar 31, 2026	ARBOR CAPITAL MANAGEMENT INC /ADV	0.22%	69.64K	1.39M	29.87K	+75.09%
Mar 31, 2026	GENESIS PRIVATE WEALTH, LLC	0.23%	72.67K	1.45M	1.68K	+2.37%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.26%	80.58K	1.62M	-399	-0.49%
Mar 31, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	0.28%	87.83K	1.75M	19.45K	+28.45%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.28%	87.83K	1.75M	19.45K	+28.45%
Mar 31, 2026	ROYAL BANK OF CANADA	1.03%	323.02K	6.45M	-156.55K	-32.64%
Mar 31, 2026	FRANCIS FINANCIAL, INC.	1.14%	357.35K	7.13M	196.1K	+121.61%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.21%	377.83K	7.54M	-9.53K	-2.46%
Mar 31, 2026	ENRICH FINANCIAL PARTNERS LLC	1.33%	415.62K	8.3M	19.5K	+4.92%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.47%	460.52K	9.19M	1.74K	+0.38%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.63%	509.79K	10.18M	31.8K	+6.65%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.76%	552K	11.02M	337.47K	+157.30%
Mar 31, 2026	TRUWEALTH ADVISORS, LLC	2.13%	668.64K	13.35M	49.08K	+7.92%
Mar 31, 2026	UBS GROUP AG	2.17%	678.12K	13.54M	-7.76K	-1.13%
Mar 31, 2026	PFS PARTNERS, LLC	2.19%	685.3K	13.68M	-2.34K	-0.34%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	3.03%	949.37K	18.95M	69.35K	+7.88%
Mar 31, 2026	SOWELL FINANCIAL SERVICES LLC	0.2%	63.74K	1.27M	-15.62K	-19.69%
Mar 31, 2026	MGO ONE SEVEN LLC	0.3%	94.71K	1.89M	6.29K	+7.12%
Mar 31, 2026	CONDOR CAPITAL MANAGEMENT	0.79%	248.65K	4.96M	17.87K	+7.74%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.87%	273.17K	5.45M	74.06K	+37.20%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.89%	277.52K	5.54M	139.68K	+101.33%
Mar 31, 2026	NILSINE PARTNERS, LLC	0.9%	282.05K	5.64M	29.33K	+11.61%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	61.92K	1.24M	60.42K	+4,028.27%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	3.36%	1.05M	21.01M	-172.57K	-14.08%
Mar 31, 2026	RMR WEALTH BUILDERS	3.44%	1.08M	21.5M	54.05K	+5.28%
Mar 31, 2026	LPL FINANCIAL LLC	7.24%	2.27M	45.26M	844.72K	+59.37%
Mar 31, 2026	MORGAN STANLEY	16.43%	5.15M	102.72M	733.63K	+16.62%
Mar 31, 2026	FIFTH THIRD BANCORP	0.28%	86.92K	1.73M	86.92K	+100.00%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.31%	98.03K	1.96M	-14.25K	-12.69%
Mar 31, 2026	STEPHENS INC /AR/	0.33%	102.13K	2.04M	-14.33K	-12.30%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.33%	103.77K	2.07M	20.88K	+25.19%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.35%	108.64K	2.17M	-13.57K	-11.11%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.35%	109.31K	2.18M	528	+0.49%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.35%	111.18K	2.22M	18.28K	+19.67%
Mar 31, 2026	RFG ADVISORY, LLC	0.38%	119.91K	2.39M	9.95K	+9.05%
Mar 31, 2026	IFP ADVISORS, INC	0.44%	137.25K	2.74M	22.65K	+19.76%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.44%	137.43K	2.74M	-9.61K	-6.53%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.61%	192.57K	3.84M	-30.64K	-13.72%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.63%	197.78K	3.95M	197.78K	+100.00%
Mar 31, 2026		0.67%	211.16K	4.21M	9.44K	+4.68%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.7%	219.81K	4.39M	-15.34K	-6.52%
Mar 31, 2026	GATEWAY WEALTH PARTNERS, LLC	0.75%	234.04K	4.67M	118.59K	+102.72%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.16%	48.06K	959.31K	5.47K	+12.84%
Mar 31, 2026	FSB PREMIER WEALTH MANAGEMENT, INC.	0.17%	49.99K	997.77K	1.13K	+2.32%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.17%	50.29K	1M	8.33K	+19.85%
Mar 31, 2026	CASTLE WEALTH MANAGEMENT LLC	0.18%	51.94K	1.04M	25.74K	+98.23%
Mar 31, 2026	AVAII WEALTH MANAGEMENT, LLC	0.19%	55.16K	1.1M	-162	-0.29%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.28%	86.21K	1.72M	86.21K	+100.00%
Mar 31, 2026	INSIGHT INV LLC	0.28%	86.81K	1.73M	-1.43K	-1.62%
Mar 31, 2026	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.95%	298.16K	5.95M	101.11K	+51.31%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.16%	46.22K	922.55K	-4.53K	-8.92%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.32%	414.12K	8.27M	-47.11K	-10.21%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.65%	204.54K	4.08M	-95.01K	-31.72%
Mar 31, 2026	JPMORGAN CHASE & CO	0.67%	210.26K	4.19M	-3.83K	-1.79%
Mar 31, 2026	JAMES INVESTMENT RESEARCH INC	0.15%	42.88K	855.89K	-706	-1.62%
Mar 31, 2026	OCCIDENTAL ASSET MANAGEMENT, LLC	0.15%	44.11K	880.46K	-1.93K	-4.18%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.16%	45.21K	902.29K	1.36K	+3.10%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.92%	235.15K	4.71M	-18.39K	-7.25%
Dec 31, 2025	NILSINE PARTNERS, LLC	0.99%	252.72K	5.07M	6.14K	+2.49%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.13%	299.55K	6.01M	-4.47K	-1.47%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.46%	387.36K	7.76M	51.63K	+15.38%
Dec 31, 2025	ENRICH FINANCIAL PARTNERS LLC	1.56%	396.12K	7.94M	12.44K	+3.24%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.72%	458.78K	9.2M	30.49K	+7.12%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.73%	461.23K	9.25M	37.03K	+8.73%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	1.83%	487.62K	9.77M	45.97K	+10.41%
Dec 31, 2025	TRUWEALTH ADVISORS, LLC	2.44%	619.57K	12.42M	-22.42K	-3.49%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	4.82%	1.23M	24.56M	35.27K	+2.96%
Dec 31, 2025	MORGAN STANLEY	16.58%	4.41M	88.46M	16.78K	+0.38%
Dec 31, 2025	ELEQUIN SECURITIES, LLC	0.2%	51.97K	1.04M	-618	-1.18%
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.31%	79.36K	1.59M	-38.38K	-32.59%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.33%	82.89K	1.66M	5.75K	+7.45%
Dec 31, 2025	INSIGHT INV LLC	0.35%	88.24K	1.77M	1.5K	+1.73%
Dec 31, 2025	ROYAL BANK OF CANADA	1.8%	479.56K	9.61M	27.18K	+6.01%
Dec 31, 2025	STONEX GROUP INC.	0.24%	63.19K	1.27M	-13.92K	-18.05%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.26%	68.38K	1.37M	-3.17K	-4.43%
Dec 31, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.26%	68.38K	1.37M	-3.17K	-4.43%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.27%	69.22K	1.39M	-772	-1.10%
Dec 31, 2025	GENESIS PRIVATE WEALTH, LLC	0.28%	70.99K	1.42M	5.33K	+8.12%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.3%	80.98K	1.62M	2.62K	+3.34%
Dec 31, 2025	MGO ONE SEVEN LLC	0.35%	88.42K	1.77M	88.42K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.35%	92.91K	1.86M	171	+0.18%
Dec 31, 2025	COMERICA BANK	0.35%	90.19K	1.81M	-1.5K	-1.63%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.41%	108.78K	2.18M	-14.19K	-11.54%
Dec 31, 2025	IFP ADVISORS, INC	0.43%	114.6K	2.3M	9.24K	+8.77%
Dec 31, 2025	RFG ADVISORY, LLC	0.43%	109.96K	2.2M	51.84K	+89.21%
Dec 31, 2025	GATEWAY WEALTH PARTNERS, LLC	0.43%	115.45K	2.31M	10.88K	+10.40%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.44%	112.28K	2.25M	-2.59K	-2.26%
Dec 31, 2025	STEPHENS INC /AR/	0.46%	116.45K	2.33M	0	0
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.48%	122.21K	2.45M	4.08K	+3.45%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.55%	147.04K	2.95M	-4.7K	-3.10%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.54%	137.85K	2.76M	32.4K	+30.72%
Dec 31, 2025	FRANCIS FINANCIAL, INC.	0.6%	161.25K	3.23M	13.4K	+9.06%
Dec 31, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.74%	197.05K	3.95M	24.92K	+14.48%
Dec 31, 2025		0.43%	108.24K	2.17M	108.24K	+100.00%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.88%	477.99K	9.58M	59.98K	+14.35%
Dec 31, 2025	UBS GROUP AG	2.58%	685.88K	13.75M	5.69K	+0.84%
Dec 31, 2025	PFS PARTNERS, LLC	2.7%	687.64K	13.78M	-14.33K	-2.04%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	3.46%	880.02K	17.64M	46.21K	+5.54%
Dec 31, 2025	RMR WEALTH BUILDERS	4.02%	1.02M	20.51M	79.37K	+8.41%
Dec 31, 2025	LPL FINANCIAL LLC	5.33%	1.42M	28.52M	-16.93K	-1.18%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.2%	50.75K	1.02M	4.89K	+10.67%
Dec 31, 2025	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.21%	55.04K	1.1M	0	0
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.17%	41.96K	841.06K	1.67K	+4.15%
Dec 31, 2025	JAMES INVESTMENT RESEARCH INC	0.17%	43.59K	873.68K	0	0
Dec 31, 2025	OCCIDENTAL ASSET MANAGEMENT, LLC	0.18%	46.04K	922.79K	500	+1.10%
Dec 31, 2025	FSB PREMIER WEALTH MANAGEMENT, INC.	0.19%	48.86K	979.33K	-86	-0.18%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.19%	51.22K	1.03M	-6.03K	-10.53%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.75%	199.11K	3.99M	76.22K	+62.02%
Dec 31, 2025	TRUEWEALTH FINANCIAL PARTNERS	0.79%	201.73K	4.04M	201.73K	+100.00%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.84%	223.21K	4.47M	-12.9K	-5.46%
Dec 31, 2025	JPMORGAN CHASE & CO	0.84%	214.08K	4.29M	-29.03K	-11.94%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.23%	57.46K	1.15M	53.96K	+1,541.80%
Dec 31, 2025	SECURITY FINANCIAL SERVICES, INC.	0.21%	54.66K	1.1M	15.91K	+41.07%
Dec 31, 2025	AVAII WEALTH MANAGEMENT, LLC	0.22%	55.33K	1.11M	5.75K	+11.61%
Dec 31, 2025	HOBART PRIVATE CAPITAL, LLC	0.22%	56.67K	1.14M	0	0
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.81%	214.53K	4.3M	8.34K	+4.04%
Dec 31, 2025	CONDOR CAPITAL MANAGEMENT	0.87%	230.78K	4.63M	-3.18K	-1.36%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.16%	39.91K	801.41K	-588	-1.45%
Sep 30, 2025	ADVISORY RESOURCE GROUP	0.53%	127.53K	2.56M	2.61K	+2.09%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	4.9%	1.19M	23.89K	1.19M	+100.00%
Sep 30, 2025	NILSINE PARTNERS, LLC	1.02%	246.57K	4.95M	20.23K	+8.94%
Sep 30, 2025	JPMORGAN CHASE & CO	1%	243.11K	4.88M	-2.87K	-1.17%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.85%	206.2K	4.14M	15.27K	+8.00%
Sep 30, 2025	COMERICA BANK	0.38%	91.69K	1.84M	5.66K	+6.57%
Sep 30, 2025	GENESIS PRIVATE WEALTH, LLC	0.27%	65.66K	1.32M	6.21K	+10.44%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.24%	57.25K	1.15M	57.25K	+100.00%
Sep 30, 2025	STEPHENS INC /AR/	0.48%	116.45K	2.34M	0	0
Sep 30, 2025	HOBART PRIVATE CAPITAL, LLC	0.23%	56.67K	1.14M	19.64K	+53.03%
Sep 30, 2025	LPL FINANCIAL LLC	5.93%	1.44M	28.91M	98.07K	+7.31%
Sep 30, 2025	JAMES INVESTMENT RESEARCH INC	0.18%	43.59K	875.21K	0	0
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.17%	40.29K	808.93K	948	+2.41%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	40.2K	807.21K	301	+0.75%
Sep 30, 2025	INSPIRION WEALTH ADVISORS, LLC	0.16%	39.63K	793K	5.34K	+15.56%
Sep 30, 2025	SECURITY FINANCIAL SERVICES, INC.	0.16%	38.74K	777.94K	2.56K	+7.09%
Sep 30, 2025	ARBOR CAPITAL MANAGEMENT INC /ADV	0.15%	37.18K	746.62K	746	+2.05%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.15%	36.64K	735.67K	0	0
Sep 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.15%	35.65K	715.48K	-7.04K	-16.48%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.14%	33.59K	674.48K	-9.5K	-22.05%
Sep 30, 2025	TRUST CO OF OKLAHOMA	0.14%	33.04K	663.5K	0	0
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.13%	32.26K	647.72K	-1.86K	-5.44%
Sep 30, 2025	ELDRIDGE INVESTMENT ADVISORS, INC.	0.13%	31.49K	632.34K	0	0
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.12%	28.46K	571.53K	199	+0.70%
Sep 30, 2025	FOSTER VICTOR WEALTH ADVISORS, LLC	0.11%	27.72K	556.56K	-526	-1.86%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	3.44%	833.8K	16.74M	-405	-0.05%
Sep 30, 2025	PFS PARTNERS, LLC	2.89%	701.96K	14.1M	-16.8K	-2.34%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.38%	335.73K	6.74M	-4.81K	-1.41%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.25%	304.01K	6.1M	46.38K	+18.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.97%	236.1K	4.74M	36.73K	+18.42%
Sep 30, 2025	CONDOR CAPITAL MANAGEMENT	0.96%	233.96K	4.7M	1.38K	+0.59%
Sep 30, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.71%	172.13K	3.46M	-12.55K	-6.80%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.63%	151.73K	3.05M	4.7K	+3.19%
Sep 30, 2025	FRANCIS FINANCIAL, INC.	0.61%	147.86K	2.97M	14.06K	+10.51%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.38%	92.73K	1.86M	-4.33K	-4.46%
Sep 30, 2025	TRUWEALTH ADVISORS, LLC	2.65%	641.99K	12.89M	19.2K	+3.08%
Sep 30, 2025	ROYAL BANK OF CANADA	1.86%	452.38K	9.08M	-25.74K	-5.38%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	1.82%	441.64K	8.87M	23.86K	+5.71%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.76%	428.3K	8.6M	-1.32M	-75.55%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.75%	424.2K	8.52M	135.28K	+46.82%
Sep 30, 2025	INSIGHT INV LLC	0.36%	86.74K	1.74M	6.43K	+8.00%
Sep 30, 2025	MORGAN STANLEY	18.11%	4.4M	88.27M	242.32K	+5.83%
Sep 30, 2025	RMR WEALTH BUILDERS	3.89%	943.85K	18.95M	81.68K	+9.47%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.47%	114.87K	2.31M	-4.02K	-3.38%
Sep 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.43%	104.57K	2.1M	104.57K	+100.00%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.49%	118.13K	2.37M	0	0
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.29%	71.55K	1.44M	71.55K	+100.00%
Sep 30, 2025	RFG ADVISORY, LLC	0.24%	58.11K	1.17M	12.72K	+28.02%
Sep 30, 2025	UBS GROUP AG	2.8%	680.19K	13.66M	-80.39K	-10.57%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.72%	418.01K	8.39M	1.82K	+0.44%
Sep 30, 2025	ENRICH FINANCIAL PARTNERS LLC	1.58%	383.68K	7.7M	1.82K	+0.48%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.51%	122.97K	2.47M	-10.09K	-7.58%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.51%	122.89K	2.47M	35.85K	+41.18%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.49%	117.73K	2.36M	514	+0.44%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.43%	105.45K	2.12M	15.99K	+17.87%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.32%	78.36K	1.57M	20.21K	+34.74%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.32%	77.14K	1.55M	25.73K	+50.06%
Sep 30, 2025	STONEX GROUP INC.	0.32%	77.11K	1.55M	1.6K	+2.12%
Sep 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.29%	71.55K	1.44M	71.55K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.23%	55.4K	1.11M	55.4K	+100.00%
Sep 30, 2025	ELEQUIN SECURITIES, LLC	0.22%	52.58K	1.06M	28.66K	+119.76%
Sep 30, 2025	AVAII WEALTH MANAGEMENT, LLC	0.2%	49.57K	995.44K	-1.2K	-2.36%
Sep 30, 2025	FSB PREMIER WEALTH MANAGEMENT, INC.	0.2%	48.94K	982.76K	-1.16K	-2.32%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.19%	45.86K	920.8K	-29.89K	-39.46%
Sep 30, 2025	OCCIDENTAL ASSET MANAGEMENT, LLC	0.19%	45.54K	914.36K	0	0
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.29%	69.99K	1.4M	-4.41K	-5.93%
Sep 30, 2025	VISIONARY WEALTH ADVISORS	0.28%	68.26K	1.37M	-75.5K	-52.52%
Sep 30, 2025	ALLWORTH FINANCIAL LP	1.04%	253.55K	5.09M	-2.9K	-1.13%
Sep 30, 2025	IFP ADVISORS, INC	0.43%	105.36K	2.12M	3.15K	+3.08%
Jun 30, 2025	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.17%	39.11K	778.45K	5.02K	+14.74%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.17%	39.34K	783.01K	39.34K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	39.9K	794.19K	9.9K	+32.99%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.17%	40.5K	806.13K	837	+2.11%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	7.42%	1.75M	34.87M	53.49K	+3.15%
Jun 30, 2025	MORGAN STANLEY	17.6%	4.15M	82.68B	563.7K	+15.70%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.56%	133.06K	2.65M	258	+0.19%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.62%	147.04K	2.93M	-75.69K	-33.98%
Jun 30, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.78%	184.68K	3.68M	14.67K	+8.63%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.84%	199.37K	3.97M	-9.5K	-4.55%
Jun 30, 2025	AVAII WEALTH MANAGEMENT, LLC	0.22%	50.77K	1.01M	9.04K	+21.65%
Jun 30, 2025	INSIGHT INV LLC	0.34%	80.31K	1.6M	-12.25K	-13.23%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.76%	416.2K	8.28M	-12.53K	-2.92%
Jun 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.25%	59.27K	1.18M	-701	-1.17%
Jun 30, 2025	RFG ADVISORY, LLC	0.19%	45.4K	903.59K	3.52K	+8.40%
Jun 30, 2025	FSB PREMIER WEALTH MANAGEMENT, INC.	0.21%	50.1K	997.33K	-4.11K	-7.58%
Jun 30, 2025		0.25%	59.45K	1.18M	3.21K	+5.70%
Jun 30, 2025	COMERICA BANK	0.36%	86.03K	1.71M	740	+0.87%
Jun 30, 2025	FRANCIS FINANCIAL, INC.	0.57%	133.8K	2.66M	-2.01K	-1.48%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.81%	190.92K	3.8M	31.7K	+19.91%
Jun 30, 2025	NILSINE PARTNERS, LLC	0.96%	226.34K	4.51M	5.57K	+2.52%
Jun 30, 2025	CONDOR CAPITAL MANAGEMENT	0.99%	232.58K	4.63M	-247	-0.11%
Jun 30, 2025	JPMORGAN CHASE & CO	1.04%	245.97K	4.9M	78.42K	+46.80%
Jun 30, 2025	ALLWORTH FINANCIAL LP	1.09%	256.45K	5.1M	77.52K	+43.32%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.44%	340.54K	6.78M	-65.15K	-16.06%
Jun 30, 2025	ENRICH FINANCIAL PARTNERS LLC	1.62%	381.86K	7.6M	7.48K	+2.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	1.77%	417.78K	8.32M	47.54K	+12.84%
Jun 30, 2025	ROYAL BANK OF CANADA	2.03%	478.12K	9.52M	53.12K	+12.50%
Jun 30, 2025	TRUWEALTH ADVISORS, LLC	2.64%	622.79K	12.4M	31.66K	+5.36%
Jun 30, 2025	RMR WEALTH BUILDERS	3.65%	862.17K	17.16M	49.16K	+6.05%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.25%	58.16K	1.16M	15.58K	+36.60%
Jun 30, 2025	OCCIDENTAL ASSET MANAGEMENT, LLC	0.19%	45.54K	906.39K	-1K	-2.15%
Jun 30, 2025	JAMES INVESTMENT RESEARCH INC	0.18%	43.59K	867.58K	0	0
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.18%	43.09K	857.7K	0	0
Jun 30, 2025	STONEX GROUP INC.	0.32%	75.5K	1.5M	13.35K	+21.48%
Jun 30, 2025	VISHRIA BIRD FINANCIAL GROUP, LLC	0.38%	89.7K	1.79M	-620	-0.69%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.41%	97.07K	1.93M	-67.25K	-40.93%
Jun 30, 2025	IFP ADVISORS, INC	0.43%	102.21K	2.03M	6.3K	+6.57%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.5%	118.89K	2.37M	604	+0.51%
Jun 30, 2025	VISIONARY WEALTH ADVISORS	0.61%	143.76K	2.86M	-6.01K	-4.01%
Jun 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.18%	42.68K	848.99K	0	0
Jun 30, 2025	TRUIST FINANCIAL CORP	0.32%	75.75K	1.51M	-8.5K	-10.09%
Jun 30, 2025	GENESIS PRIVATE WEALTH, LLC	0.25%	59.45K	1.18M	3.21K	+5.70%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.22%	51.41K	1.02M	3.58K	+7.48%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.32%	74.4K	1.48M	172	+0.23%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.37%	87.05K	1.73M	-3.27K	-3.62%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.38%	89.47K	1.78M	62.05K	+226.34%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.19%	44.04K	876.64M	44.04K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	5.68%	1.34M	26.7M	105.55K	+8.54%
Jun 30, 2025	STEPHENS INC /AR/	0.49%	116.45K	2.32M	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.09%	257.64K	5.13M	99.95K	+63.38%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.22%	288.92K	5.75M	64.82K	+28.93%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.5%	117.22K	2.33M	447	+0.38%
Jun 30, 2025	PFS PARTNERS, LLC	3.05%	718.76K	14.31M	-33.82K	-4.49%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	3.53%	834.21K	16.6M	11.77K	+1.43%
Jun 30, 2025	ELDRIDGE INVESTMENT ADVISORS, INC.	0.13%	31.49K	626.83K	0	0
Jun 30, 2025	UBS GROUP AG	3.22%	760.58K	15.14M	52.72K	+7.45%
Jun 30, 2025	ADVISORY RESOURCE GROUP	0.53%	124.93K	2.49M	5.19K	+4.33%
Jun 30, 2025	TRUST CO OF OKLAHOMA	0.14%	33.04K	657.72K	0	0
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	34.11K	679.87K	-3.71K	-9.82%
Jun 30, 2025	INSPIRION WEALTH ADVISORS, LLC	0.15%	34.3K	682.64K	-1.2K	-3.38%
Jun 30, 2025	SECURITY FINANCIAL SERVICES, INC.	0.15%	36.18K	720.12K	3.71K	+11.41%
Jun 30, 2025	ARBOR CAPITAL MANAGEMENT INC /ADV	0.15%	36.44K	726.12K	-353	-0.96%
Jun 30, 2025	HOBART PRIVATE CAPITAL, LLC	0.16%	37.03K	737.1K	-29.81K	-44.60%
Mar 31, 2025	VISHRIA BIRD FINANCIAL GROUP, LLC	0.4%	90.32K	1.79M	-554	-0.61%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.71%	159.23K	3.16M	-2.26K	-1.40%
Mar 31, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.75%	170.01K	3.38M	47	+0.03%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.79%	178.93K	3.52M	-4.43K	-2.41%
Mar 31, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.8%	180.55K	3.59M	180.55K	+100.00%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.93%	208.87K	4.15M	-13.46K	-6.05%
Mar 31, 2025	NILSINE PARTNERS, LLC	0.98%	220.77K	4.39M	-31.53K	-12.50%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.99%	222.73K	4.43M	-14.89K	-6.27%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.99%	224.1K	4.45M	14.09K	+6.71%
Mar 31, 2025	ENRICH FINANCIAL PARTNERS LLC	1.66%	374.39K	7.44M	33.29K	+9.76%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.8%	405.68K	8.06M	17.79K	+4.59%
Mar 31, 2025	ROYAL BANK OF CANADA	1.88%	425K	8.45M	15.16K	+3.70%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.9%	428.72K	8.52M	340.32K	+384.94%
Mar 31, 2025	TRUWEALTH ADVISORS, LLC	2.62%	591.13K	11.75M	43.57K	+7.96%
Mar 31, 2025	UBS GROUP AG	3.13%	707.86K	14.07M	127.23K	+21.91%
Mar 31, 2025	STONEX GROUP INC.	0.28%	62.16K	1.24M	20.44K	+49.01%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.37%	84.25K	1.67M	19.47K	+30.06%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.59%	132.8K	2.64M	-18.18K	-12.04%
Mar 31, 2025	PFS PARTNERS, LLC	3.33%	752.58K	14.95M	-277	-0.04%
Mar 31, 2025	RMR WEALTH BUILDERS	3.6%	813.01K	16.15M	100.76K	+14.15%
Mar 31, 2025	MORGAN STANLEY	15.9%	3.59M	71.34M	48.66K	+1.37%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	90.32K	1.8M	-10.9K	-10.77%
Mar 31, 2025	VISIONARY WEALTH ADVISORS	0.66%	149.77K	2.98M	-59.44K	-28.41%
Mar 31, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.27%	59.97K	1.19M	-225	-0.37%
Mar 31, 2025	COMERICA BANK	0.38%	85.29K	1.69M	7.62K	+9.81%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.59%	132.8K	2.64M	-18.18K	-12.04%
Mar 31, 2025	JPMORGAN CHASE & CO	0.74%	167.56K	3.33M	-7.71K	-4.40%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.73%	164.32K	3.27M	-89.48K	-35.26%
Mar 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.52%	116.77K	2.32M	408	+0.35%
Mar 31, 2025	FRANCIS FINANCIAL, INC.	0.6%	135.81K	2.7M	44.98K	+49.51%
Mar 31, 2025	INSIGHT INV LLC	0.41%	92.56K	1.84M	-1.07K	-1.14%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.7%	157.69K	3.13M	23.76K	+17.74%
Mar 31, 2025	IFP ADVISORS, INC	0.42%	95.91K	1.91M	-7.56K	-7.30%
Mar 31, 2025	STEPHENS INC /AR/	0.52%	116.45K	2.31M	0	0
Mar 31, 2025	MUTUAL ADVISORS, LLC	0.33%	74.23K	1.46M	-2.26K	-2.95%
Mar 31, 2025	HEDEKER WEALTH, LLC	0.24%	54.79K	1.09M	1.4K	+2.63%
Mar 31, 2025	CONDOR CAPITAL MANAGEMENT	1.03%	232.83K	4.63M	5.01K	+2.20%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	1.64%	370.24K	7.36M	176.92K	+91.52%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	7.52%	1.7M	33.75M	134.62K	+8.61%
Mar 31, 2025	LPL FINANCIAL LLC	5.47%	1.24M	24.56M	-82.32K	-6.24%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.52%	118.29K	2.35M	20.32K	+20.74%
Mar 31, 2025	HOBART PRIVATE CAPITAL, LLC	0.3%	66.84K	1.33M	-4.56K	-6.39%
Mar 31, 2025	JANE STREET GROUP, LLC	0.28%	63.01K	1.25M	42.36K	+205.17%
Mar 31, 2025	FSB PREMIER WEALTH MANAGEMENT, INC.	0.24%	54.22K	1.08M	-277	-0.51%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.21%	47.83K	950.34K	31.94K	+200.94%
Mar 31, 2025	OCCIDENTAL ASSET MANAGEMENT, LLC	0.21%	46.54K	924.67K	6.4K	+15.95%
Mar 31, 2025	JAMES INVESTMENT RESEARCH INC	0.19%	43.59K	866.05K	43.59K	+100.00%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.19%	43.09K	856.19K	-378	-0.87%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	3.64%	822.44K	16.34M	90.32K	+12.34%
Mar 31, 2025		0.25%	56.24K	1.12M	2.82K	+5.27%
Mar 31, 2025	ADVISORY RESOURCE GROUP	0.53%	119.74K	2.38M	6.86K	+6.08%
Mar 31, 2024	ARBOR CAPITAL MANAGEMENT INC /ADV	0.16%	34.22K	677.77K	69	+0.20%
Mar 31, 2024	FRANCIS FINANCIAL, INC.	0.21%	43.33K	859.49K	3.22K	+8.02%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	44.16K	875.95K	-391	-0.88%
Mar 31, 2024	INSPIRION WEALTH ADVISORS, LLC	0.22%	46.76K	927.39K	0	0
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	48.16K	955K	-658	-1.35%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.23%	48.21K	956.23K	-5.86K	-10.84%
Mar 31, 2024	NAVITER WEALTH, LLC	0.23%	48.64K	964.68K	48.64K	+100.00%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.3%	63.55K	1.26M	6	+0.01%
Mar 31, 2024	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.31%	64.3K	1.28M	5.04K	+8.50%
Mar 31, 2024	STONEX GROUP INC.	0.35%	72.98K	1.45M	-5.38K	-6.87%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.35%	73.36K	1.46M	7.36K	+11.14%
Mar 31, 2024	MUTUAL ADVISORS, LLC	0.42%	87.14K	1.73M	12.51K	+16.77%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.52%	107.85K	2.14M	-10.39K	-8.79%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.56%	117.74K	2.34M	117.74K	+100.00%
Mar 31, 2024	CETERA ADVISORS LLC	0.57%	118.86K	2.36M	107.22K	+921.33%
Mar 31, 2024	MARINER, LLC	0.62%	128.54K	2.55M	-18.48K	-12.57%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.65%	136.32K	2.7M	-8.2K	-5.68%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.68%	142.08K	2.82M	-4.82K	-3.28%
Mar 31, 2024	JPMORGAN CHASE & CO	0.71%	147.93K	2.93M	763	+0.52%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.73%	152.13K	3.02M	7.58K	+5.24%
Mar 31, 2024	VISIONARY WEALTH ADVISORS	0.84%	175.6K	3.48M	34.61K	+24.55%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.84%	176.52K	3.5M	80.51K	+83.85%
Mar 31, 2024	CONDOR CAPITAL MANAGEMENT	0.92%	192.76K	3.82M	1.44K	+0.75%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.96%	201.43K	4M	-128.71K	-38.99%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	1.03%	215.5K	4.27M	-39.55K	-15.51%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	1.06%	222.08K	4.4M	-34.83K	-13.56%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	1.08%	225.08K	4.46M	43.05K	+23.65%
Mar 31, 2024	NILSINE PARTNERS, LLC	1.1%	230.32K	4.57M	10.78K	+4.91%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	1.19%	247.69K	4.91M	9.24K	+3.88%
Mar 31, 2024	ENRICH FINANCIAL PARTNERS LLC	1.46%	304.52K	6.04M	-41.58K	-12.01%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.84%	384.21K	7.62M	62.27K	+19.34%
Mar 31, 2024	ROYAL BANK OF CANADA	2.09%	437.48K	8.68M	66.77K	+18.01%
Mar 31, 2024	TRUWEALTH ADVISORS, LLC	2.63%	548.94K	10.89M	26.6K	+5.09%
Mar 31, 2024	UBS GROUP AG	2.66%	556.73K	11.04M	222.83K	+66.74%
Mar 31, 2024	RMR WEALTH BUILDERS	2.92%	608.43K	12.07M	129.08K	+26.93%
Mar 31, 2024	PFS PARTNERS, LLC	2.97%	620.11K	12.3M	52.58K	+9.26%
Mar 31, 2024	MORGAN STANLEY	19.7%	4.12M	81.76M	-270.88K	-6.17%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	3.31%	692.72K	13.74M	131.41K	+23.41%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	5.77%	1.21M	23.92M	60.22K	+5.26%
Mar 31, 2024	LPL FINANCIAL LLC	6.29%	1.32M	26.12M	134.46K	+11.37%
Mar 31, 2024	MODERN WEALTH MANAGEMENT, LLC	0.26%	53.99K	1.07M	-15.36K	-22.15%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.28%	58.16K	1.15M	-2.02K	-3.36%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.29%	61.44K	1.22M	-9.53K	-13.43%
Mar 31, 2024	FSB PREMIER WEALTH MANAGEMENT, INC.	0.3%	62.09K	1.23M	-2.13K	-3.31%
Mar 31, 2024	ELDRIDGE INVESTMENT ADVISORS, INC.	0.42%	87.92K	1.74M	-13.42K	-13.24%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.42%	88.29K	1.75M	1.04K	+1.19%
Mar 31, 2024	INSIGHT INV LLC	0.43%	89.73K	1.78M	1K	+1.13%
Mar 31, 2024	VISHRIA BIRD FINANCIAL GROUP, LLC	0.44%	91.09K	1.81M	0	0
Mar 31, 2024	ADVISORY RESOURCE GROUP	0.47%	97.03K	1.92M	-1.43K	-1.46%
Mar 31, 2024	JANE STREET GROUP, LLC	0.47%	98.43K	1.95M	98.43K	+100.00%
Mar 31, 2024	STEPHENS INC /AR/	0.47%	98.75K	1.96M	0	0
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.15%	31.16K	618.12K	14.26K	+84.34%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.16%	32.86K	651.81K	675	+2.10%
Mar 31, 2024	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.16%	34.31K	680.61K	-28.28K	-45.18%
Mar 31, 2024	RFG ADVISORY, LLC	0.17%	35.14K	697.07K	215	+0.62%
Mar 31, 2024	HOBART PRIVATE CAPITAL, LLC	0.17%	35.43K	702.71K	5.74K	+19.32%
Mar 31, 2024	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.17%	36.17K	717.49M	0	0
Mar 31, 2024	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.17%	36.58K	725.56K	0	0
Mar 31, 2024	TRUST CO OF OKLAHOMA	0.18%	37.88K	751.43K	0	0
Mar 31, 2024	OCCIDENTAL ASSET MANAGEMENT, LLC	0.19%	40.22K	797.72K	-1.63K	-3.89%
Dec 31, 2023	CONDOR CAPITAL MANAGEMENT	0.91%	191.32K	3.82M	5.01K	+2.69%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.86%	182.03K	3.63M	2.48K	+1.38%
Dec 31, 2023	JPMORGAN CHASE & CO	0.7%	147.17K	2.94M	143.9K	+4,403.40%
Dec 31, 2023	MARINER, LLC	0.7%	147.02K	2.93M	-38.76K	-20.86%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.7%	146.91K	2.93M	94.91K	+182.53%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.68%	144.55K	2.88M	18.41K	+14.60%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.68%	144.52K	2.88M	4.16K	+2.96%
Dec 31, 2023	VISIONARY WEALTH ADVISORS	0.67%	140.99K	2.81M	-15.32K	-9.80%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.52%	321.94K	6.42M	204.13K	+173.28%
Dec 31, 2023	OGOREK ANTHONY JOSEPH /NY/ /ADV	1.54%	324.39K	6.47M	-35.33K	-9.82%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.56%	118.24K	2.36M	-1.87K	-1.55%
Dec 31, 2023	ELDRIDGE INVESTMENT ADVISORS, INC.	0.48%	101.34K	2.02M	37.32K	+58.29%
Dec 31, 2023	STEPHENS INC /AR/	0.47%	98.75K	1.97M	0	0
Dec 31, 2023	ADVISORY RESOURCE GROUP	0.47%	98.46K	1.96M	610	+0.62%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.45%	96.01K	1.92M	47.07K	+96.18%
Dec 31, 2023	IFP ADVISORS, INC	0.45%	95.66K	1.91M	-21.29K	-18.20%
Dec 31, 2023	VISHRIA BIRD FINANCIAL GROUP, LLC	0.43%	91.09K	1.82M	-301	-0.33%
Dec 31, 2023	INSIGHT INV LLC	0.42%	88.73K	1.77M	500	+0.57%
Dec 31, 2023	STONEX GROUP INC.	0.37%	78.37K	1.57M	510	+0.66%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.37%	77.14K	3.87M	77.14K	+100.00%
Dec 31, 2023	MUTUAL ADVISORS, LLC	0.35%	74.63K	1.49M	-258	-0.34%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.34%	70.97K	1.42M	5.4K	+8.24%
Dec 31, 2023		0.33%	69.35K	1.38M	69.35K	+100.00%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.31%	66.01K	1.32M	12.37K	+23.06%
Dec 31, 2023	FSB PREMIER WEALTH MANAGEMENT, INC.	0.3%	64.22K	1.28M	-4.92K	-7.12%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.3%	63.54K	1.27M	-2.79K	-4.21%
Dec 31, 2023	LWS WEALTH ADVISORS, INC.	0.3%	62.68K	1.25M	-6.13K	-8.91%
Dec 31, 2023	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.3%	62.59K	1.25M	-23.63K	-27.40%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.28%	60.18K	1.2M	-5K	-7.67%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.56%	330.15K	6.59M	-145.25K	-30.55%
Dec 31, 2023	UBS GROUP AG	1.58%	333.9K	6.66M	-15.29K	-4.38%
Dec 31, 2023	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.28%	59.26K	1.18M	25.01K	+73.00%
Dec 31, 2023	ATRIA INVESTMENTS, INC	0.26%	55.76K	1.11M	-19.76K	-26.16%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	1.22%	256.91K	5.13M	6.93K	+2.77%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.26%	54.07K	1.08M	-3.51K	-6.09%
Dec 31, 2023	SWMG, LLC	0.25%	53.52K	1.07M	-20.07K	-27.27%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	48.82K	974K	-125.81K	-72.04%
Dec 31, 2023	MORGAN STANLEY	20.79%	4.39M	87.64M	211.96K	+5.07%
Dec 31, 2023	LPL FINANCIAL LLC	5.6%	1.18M	23.58M	80.4K	+7.30%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	5.42%	1.15M	22.86M	-138.37K	-10.77%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	2.66%	561.31K	11.2M	1K	+0.18%
Dec 31, 2023	TRUWEALTH ADVISORS, LLC	2.47%	522.34K	10.42M	19.61K	+3.90%
Dec 31, 2023	RMR WEALTH BUILDERS	2.27%	479.36K	9.56M	86.6K	+22.05%
Dec 31, 2023	ROYAL BANK OF CANADA	1.75%	370.71K	7.4M	-56.38K	-13.20%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	1.21%	255.06K	5.09M	-6.11K	-2.34%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	1.13%	238.44K	4.76M	205.97K	+634.30%
Dec 31, 2023	NILSINE PARTNERS, LLC	1.04%	219.53K	4.38M	2.08K	+0.96%

Frequently Asked Questions