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

Who are the major shareholders selling First Trust Core Investment Grade ETF stock?

DYNAMIC ADVISOR SOLUTIONS LLC, in the last quarter, reduced its stake in FTCB by -15.12% restricting it's holding to 436.04 thousand shares of worth nearly $9.09M. ENVESTNET ASSET MANAGEMENT INC also lessened -1.76% of the FTCB shares from its portfolio, reducing its holding to 5.04 million shares of worth $105.17M. PROSPERA FINANCIAL SERVICES INC also shunned FTCB shares holding by -22.95% last quarter which brought its holding to 954.76 thousand shares worth $19.91M.

Investors who are buying FTCB stock?

As per its latest 13F filing, ADVISOR GROUP HOLDINGS, INC. increased its stake in FTCB by 24.08% in the last quarter. The institutional holder raised its holding to 1.51 million shares having worth more than $31.44M. PRIVATE ADVISOR GROUP, LLC also added 6.88% more shares of FTCB to its portfolio, raising its holding to 1.13 million shares of worth $23.63M. FIRST HEARTLAND CONSULTANTS, INC. also increased its FTCB shares holding by 3.42% which brought its holding to 991.95 thousand shares worth $20.69M.

FTCB's major insiders: who are they?

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

Did an insider recently sell FTCB stock?

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

Which insider recently purchased FTCB stock?

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

How much of FTCB does insiders own?

Around 0 First Trust Core Investment Grade ETF shares are held by insiders, which represents about N/A of FTCB stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FTCB?

ADVISOR GROUP HOLDINGS, INC. is the largest institutional owner in FTCB which holds 1.51 million shares worth $31.44M or 1.21% of the total FTCB shares outstanding followed by PRIVATE ADVISOR GROUP, LLC with ownership of 1.13 million shares representing 0.91% of the FTCB ownership. FIRST HEARTLAND CONSULTANTS, INC. is the third largest stakeholder with 991.95 thousand shares or 0.8% of the ownership worth more than $20.69M.

Is First Trust Core Investment Grade 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 FTCB is concerned, it is a stock which is not optionable.

Is there a short position on FTCB's shares?

Number of FTCB 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 FTCB shares are there?

As of today, null shares of FTCB are outstanding.

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

FTCB 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 FTCB is null.

First Trust Core Investment Grade ETF (FTCB) 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. ADVISOR GROUP HOLDINGS, INC. is the top corporate investor, holding 1.51M shares valued at $31.44M. A 1.21% stake in First Trust Core Investment Grade ETF is owned by the company. PRIVATE ADVISOR GROUP, LLC owns 1.13M shares valued at $23.63M, which translates its holding of 0.91% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.21%	1.51M	31.44M	292.55K	+24.08%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.91%	1.13M	23.63M	72.95K	+6.88%
Jun 30, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.8%	991.95K	20.69M	32.76K	+3.42%
Jun 30, 2026		0.45%	553.47K	11.54M	44.15K	+8.67%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.53%	660.77K	13.78M	57.01K	+9.44%
Jun 30, 2026	MGO ONE SEVEN LLC	0.39%	488.93K	10.2M	44.16K	+9.93%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.35%	436.04K	9.09M	-77.69K	-15.12%
Jun 30, 2026	BRENDEL FINANCIAL ADVISORS LLC	0.22%	270.75K	5.65M	1.97K	+0.73%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.2%	249.55K	5.2M	11.44K	+4.81%
Jun 30, 2026	MORGAN STANLEY	6.03%	7.5M	156.34M	521.53K	+7.48%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	4.06%	5.04M	105.17M	-90.21K	-1.76%
Jun 30, 2026	CENTENNIAL WEALTH ADVISORY LLC	1.14%	1.42M	29.58M	330.39K	+30.36%
Jun 30, 2026	FIRST TRUST ADVISORS LP	1.12%	1.39M	28.99M	156.92K	+12.73%
Jun 30, 2026	CYNDEO WEALTH PARTNERS, LLC	1%	1.24M	25.84M	34.25K	+2.84%
Jun 30, 2026	BENJAMIN EDWARDS INC	1%	1.24M	25.8M	94.13K	+8.24%
Jun 30, 2026	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.97%	1.2M	25.11M	44.58K	+3.84%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.93%	1.15M	24.05M	196.62K	+20.55%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.77%	954.76K	19.91M	-284.45K	-22.95%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.7%	865.94K	18.06M	126.74K	+17.15%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.66%	822.95K	17.16M	102.91K	+14.29%
Jun 30, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	0.65%	806.57K	16.82M	793.23K	+5,947.59%
Jun 30, 2026	ASSETMARK, INC	0.6%	743.45K	15.5M	79.92K	+12.04%
Jun 30, 2026	HBW ADVISORY SERVICES LLC	0.41%	506.04K	10.55M	16.71K	+3.41%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.33%	409.14K	8.53M	45.83K	+12.61%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.33%	406.26K	8.47M	-30.88K	-7.06%
Jun 30, 2026	LVZ, INC.	2.61%	3.24M	67.63M	2.32K	+0.07%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	2.45%	3.04M	63.45M	291.63K	+10.60%
Jun 30, 2026	BOUCHEY FINANCIAL GROUP LTD	2.36%	2.93M	61.08M	1.04M	+55.11%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	2.31%	2.87M	59.92M	98.94K	+3.57%
Jun 30, 2026	STIFEL FINANCIAL CORP	2.15%	2.68M	55.81M	239.53K	+9.83%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.23%	1.53M	31.82M	53.56K	+3.64%
Jun 30, 2026	SEASCAPE CAPITAL MANAGEMENT	1.19%	1.47M	30.72M	58.46K	+4.13%
Jun 30, 2026	STEPHENS INC /AR/	1.61%	2M	41.79M	4.5K	+0.23%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	1.39%	1.73M	36.12M	71.35K	+4.30%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.65%	805.16K	16.79M	791.82K	+5,937.02%
Jun 30, 2026	CONSOLIDATED CAPITAL MANAGEMENT, LLC	0.63%	787.32K	16.42M	31.58K	+4.18%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.47%	587.05K	12.24M	49.65K	+9.24%
Jun 30, 2026	MACH-1 FINANCIAL GROUP, LLC	0.44%	544.3K	11.35M	-28.5K	-4.98%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.42%	524.98K	10.95M	36.39K	+7.45%
Jun 30, 2026	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.32%	395.05K	8.24M	297.98K	+306.95%
Jun 30, 2026	IAMS WEALTH MANAGEMENT, LLC	0.32%	393.1K	8.2M	88.59K	+29.09%
Jun 30, 2026	IHT WEALTH MANAGEMENT, LLC	0.29%	362K	7.55M	-239	-0.07%
Jun 30, 2026	SUMMIT WEALTH GROUP LLC / CO	0.41%	512.76K	10.69M	2.28K	+0.45%
Jun 30, 2026	EVERGREEN WEALTH SOLUTIONS, LLC	1.79%	2.22M	45.87M	1.23M	+124.30%
Jun 30, 2026	SAGEGUARD FINANCIAL GROUP, LLC	0.33%	415.21K	8.66M	115.16K	+38.38%
Jun 30, 2026	SIGMA PLANNING CORP	0.29%	353.92K	7.38M	128.45K	+56.97%
Jun 30, 2026	GATEWAY WEALTH PARTNERS, LLC	0.28%	344.5K	7.18M	-113.99K	-24.86%
Jun 30, 2026	IFP ADVISORS, INC	0.27%	332.44K	6.93M	16.8K	+5.32%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	310.8K	6.48M	86.39K	+38.50%
Jun 30, 2026	WEALTH INTELLIGENCE, LLC	0.72%	895.04K	18.67M	-47.14K	-5.00%
Jun 30, 2026	APS MANAGEMENT GROUP, INC.	0.45%	553.47K	11.54M	44.15K	+8.67%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.34%	424.1K	8.84M	26.92K	+6.78%
Jun 30, 2026	FSB PREMIER WEALTH MANAGEMENT, INC.	0.31%	383.23K	7.99M	103.59K	+37.04%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.75%	2.17M	45.25M	2.11M	+3,694.11%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.3%	369.61K	7.71M	158.98K	+75.48%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	1.38%	1.71M	35.75M	215.6K	+14.40%
Jun 30, 2026	LPL FINANCIAL LLC	13.74%	17.08M	356.16M	2.02M	+13.38%
Jun 30, 2026	ROYAL BANK OF CANADA	1.24%	1.54M	32.06M	971.07K	+171.50%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.25%	2.75M	57.66M	643.25K	+30.52%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.44%	537.4K	11.41M	-29.12K	-5.14%
Mar 31, 2026	STEPHENS INC /AR/	1.63%	2M	41.91M	738.86K	+58.61%
Mar 31, 2026	CONSOLIDATED CAPITAL MANAGEMENT, LLC	0.62%	755.74K	15.84M	214.54K	+39.64%
Mar 31, 2026	ASSETMARK, INC	0.54%	663.53K	13.91M	29.1K	+4.59%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.49%	603.77K	12.65M	61K	+11.24%
Mar 31, 2026		0.27%	330.67K	6.93M	135.8K	+69.68%
Mar 31, 2026	CITADEL ADVISORS LLC	0.97%	1.19M	24.99M	1.09M	+1,052.28%
Mar 31, 2026	CYNDEO WEALTH PARTNERS, LLC	0.98%	1.2M	25.25M	225.81K	+23.06%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.99%	1.22M	25.47M	103.22K	+9.28%
Mar 31, 2026	FIRST TRUST ADVISORS LP	1.01%	1.23M	25.85M	385.15K	+45.42%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	1.01%	1.24M	25.98M	171.07K	+16.02%
Mar 31, 2026	BOUCHEY FINANCIAL GROUP LTD	1.54%	1.89M	39.77M	1.89M	+100.00%
Mar 31, 2026	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.95%	1.16M	24.31M	92.65K	+8.68%
Mar 31, 2026	PHILIP JAMES WEALTH MANGEMENT, LLC	0.18%	192.03K	4.02M	-96.21K	-33.38%
Mar 31, 2026	KOVACK ADVISORS, INC.	0.2%	212.84K	4.46M	121.89K	+134.01%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.2%	218.71K	4.58M	8.23K	+3.91%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.2%	219.15K	4.59M	39.48K	+21.97%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	224.42K	4.7M	223.03K	+16,091.56%
Mar 31, 2026	SIGMA PLANNING CORP	0.21%	225.48K	4.73M	-18.72K	-7.67%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.21%	233.93K	4.9M	17.46K	+8.06%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.22%	238.11K	4.99M	79.88K	+50.48%
Mar 31, 2026	BRENDEL FINANCIAL ADVISORS LLC	0.25%	268.78K	5.63M	268.78K	+100.00%
Mar 31, 2026	EVERGREEN WEALTH SOLUTIONS, LLC	0.81%	991.82K	20.79M	60.38K	+6.48%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.87%	1.06M	22.22M	101.6K	+10.60%
Mar 31, 2026	SEASCAPE CAPITAL MANAGEMENT	1.16%	1.41M	29.65M	-15.17K	-1.06%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.2%	1.47M	30.86M	250.97K	+20.55%
Mar 31, 2026	FSB PREMIER WEALTH MANAGEMENT, INC.	0.26%	279.64K	5.86M	10.07K	+3.74%
Mar 31, 2026	MARINER, LLC	0.31%	376.44K	7.89M	196K	+108.62%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.32%	397.18K	8.32M	16.6K	+4.36%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.36%	437.15K	9.16M	350.52K	+404.65%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.4%	488.59K	10.24M	8.7K	+1.81%
Mar 31, 2026	HBW ADVISORY SERVICES LLC	0.4%	489.33K	10.26M	15.72K	+3.32%
Mar 31, 2026	SUMMIT WEALTH GROUP LLC / CO	0.42%	510.48K	10.71M	308.54K	+152.79%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.42%	513.73K	10.77M	453.37K	+751.09%
Mar 31, 2026	MACH-1 FINANCIAL GROUP, LLC	0.47%	572.8K	12.01M	32.65K	+6.04%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	2.27%	2.77M	58.15M	1.78M	+179.53%
Mar 31, 2026	LVZ, INC.	2.65%	3.24M	67.92M	142.67K	+4.61%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	4.19%	5.13M	107.59M	506.59K	+10.95%
Mar 31, 2026	MORGAN STANLEY	5.7%	6.97M	146.19M	771.72K	+12.44%
Mar 31, 2026	CENTENNIAL WEALTH ADVISORY LLC	0.89%	1.09M	22.81M	549.97K	+102.19%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.93%	1.14M	23.96M	327.9K	+40.23%
Mar 31, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.25%	268.81K	5.63M	268.81K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	12.3%	15.06M	315.7M	2.65M	+21.34%
Mar 31, 2026	SAGEGUARD FINANCIAL GROUP, LLC	0.25%	300.04K	6.29M	300.04K	+100.00%
Mar 31, 2026	IAMS WEALTH MANAGEMENT, LLC	0.25%	304.51K	6.38M	32.33K	+11.88%
Mar 31, 2026	IFP ADVISORS, INC	0.26%	315.64K	6.62M	83.81K	+36.15%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0.3%	362.23K	7.59M	124.05K	+52.08%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.3%	363.31K	7.62M	17.22K	+4.98%
Mar 31, 2026	MGO ONE SEVEN LLC	0.36%	444.77K	9.32M	105.5K	+31.10%
Mar 31, 2026	GATEWAY WEALTH PARTNERS, LLC	0.37%	458.49K	9.61M	285.64K	+165.26%
Mar 31, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.78%	959.19K	20.1M	228.52K	+31.28%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.36%	1.66M	34.8M	6.8K	+0.41%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	1.22%	1.5M	31.38M	154.32K	+11.49%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.78%	956.65K	20.05M	496.18K	+107.75%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.59%	720.04K	15.09M	453.12K	+169.76%
Mar 31, 2026	ROYAL BANK OF CANADA	0.46%	566.23K	11.87M	120.6K	+27.06%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.6%	739.2K	15.49M	517.8K	+233.87%
Mar 31, 2026	STIFEL FINANCIAL CORP	1.99%	2.44M	51.07M	298.64K	+13.97%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.96%	958.48K	20.35M	174.04K	+22.19%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.99%	992.52K	21.07M	90.38K	+10.02%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.24%	1.22M	25.93M	199.36K	+19.51%
Dec 31, 2025	STEPHENS INC /AR/	1.28%	1.26M	26.76M	43.4K	+3.57%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	1.34%	1.34M	28.54M	33.47K	+2.56%
Dec 31, 2025	PINE VALLEY INVESTMENTS LTD LIABILITY CO	1.07%	1.07M	22.65M	20.24K	+1.93%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.44%	1.39M	99.12M	1.38M	+14,236.86%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.38%	380.58K	8.08M	87.52K	+29.87%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.36%	346.09K	7.35M	60.29K	+21.09%
Dec 31, 2025	SUMMIT WEALTH GROUP LLC / CO	0.21%	201.94K	4.29M	201.94K	+100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.22%	221.4K	4.7M	-705	-0.32%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.22%	216.48K	4.6M	23.47K	+12.16%
Dec 31, 2025	IFP ADVISORS, INC	0.23%	231.83K	4.92M	38.74K	+20.06%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.24%	238.19K	5.06M	2.99K	+1.27%
Dec 31, 2025	SIGMA PLANNING CORP	0.25%	244.2K	5.18M	-65.84K	-21.24%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	266.92K	5.67M	101.52K	+61.38%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.54%	542.76K	11.52M	542.76K	+100.00%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.19%	179.67K	3.81M	7.43K	+4.31%
Dec 31, 2025	SEASCAPE CAPITAL MANAGEMENT	1.49%	1.43M	30.36M	103.9K	+7.84%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.64%	1.65M	35.11M	50.48K	+3.15%
Dec 31, 2025	ROYAL BANK OF CANADA	0.44%	445.63K	9.46M	98K	+28.19%
Dec 31, 2025		0.23%	229.64K	4.88M	229.64K	+100.00%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.21%	210.49K	4.47M	27.32K	+14.91%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.46%	460.47K	9.78M	74.66K	+19.35%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.48%	479.89K	10.19M	71.62K	+17.54%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	1.07%	1.07M	22.68M	111.64K	+11.67%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.1%	1.11M	23.6M	-38.86K	-3.38%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	2.09%	2.11M	44.75M	344.73K	+19.55%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.29%	2.28M	48.48M	2.27M	+17,029.74%
Dec 31, 2025	MARINER, LLC	0.18%	180.44K	3.83M	150.6K	+504.68%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.18%	184.05K	3.91B	23.05K	+14.31%
Dec 31, 2025	MORGAN STANLEY	6.16%	6.2M	131.69M	871.36K	+16.34%
Dec 31, 2025	LVZ, INC.	3.1%	3.1M	65.77M	22.96K	+0.75%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.16%	158.23K	3.36M	26.06K	+19.72%
Dec 31, 2025	FERGUSON SHAPIRO LLC	0.17%	158.82K	3.37M	158.82K	+100.00%
Dec 31, 2025	GATEWAY WEALTH PARTNERS, LLC	0.17%	172.84K	3.67M	23.21K	+15.51%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.18%	170.7K	3.62M	8.85K	+5.47%
Dec 31, 2025	AIFG CONSULTANTS LTD.	0.35%	332.81K	7.07M	58.3K	+21.24%
Dec 31, 2025	LPL FINANCIAL LLC	12.42%	12.41M	263.54M	3.65M	+41.64%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.15%	143.24K	3.04M	27.15K	+23.39%
Dec 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.15%	143.35K	3.04M	47.91K	+50.19%
Dec 31, 2025	HBW ADVISORY SERVICES LLC	0.49%	473.61K	10.05M	112.8K	+31.26%
Dec 31, 2025	MACH-1 FINANCIAL GROUP, LLC	0.54%	540.15K	11.47M	540.15K	+100.00%
Dec 31, 2025	CONSOLIDATED CAPITAL MANAGEMENT, LLC	0.54%	541.2K	11.49M	541.2K	+100.00%
Dec 31, 2025	STIFEL FINANCIAL CORP	2.14%	2.14M	45.39M	34.97K	+1.66%
Dec 31, 2025	LONG RUN WEALTH ADVISORS, LLC	2.32%	2.23M	47.38M	63.26K	+2.92%
Dec 31, 2025	CYNDEO WEALTH PARTNERS, LLC	1.02%	979.01K	20.78M	46.43K	+4.98%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	4.59%	4.63M	98.22M	1.19M	+34.61%
Dec 31, 2025	FSB PREMIER WEALTH MANAGEMENT, INC.	0.28%	269.57K	5.72M	8.32K	+3.19%
Dec 31, 2025	IAMS WEALTH MANAGEMENT, LLC	0.28%	272.19K	5.78M	125.26K	+85.25%
Dec 31, 2025	PHILIP JAMES WEALTH MANGEMENT, LLC	0.3%	288.24K	6.12M	-6.88K	-2.33%
Dec 31, 2025	MGO ONE SEVEN LLC	0.35%	339.27K	7.2M	309.02K	+1,021.52%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.85%	815.08K	17.3M	240.53K	+41.86%
Dec 31, 2025	EVERGREEN WEALTH SOLUTIONS, LLC	0.92%	931.44K	19.77M	931.44K	+100.00%
Dec 31, 2025	CENTENNIAL WEALTH ADVISORY LLC	0.56%	538.17K	11.43M	-9.6K	-1.75%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.56%	566.52K	12.03M	76.37K	+15.58%
Dec 31, 2025	ASSETMARK, INC	0.66%	634.43K	13.47M	111.9K	+21.42%
Dec 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.76%	730.67K	15.51M	169.7K	+30.25%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.84%	847.94K	18M	248.23K	+41.39%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.26%	172.25K	3.67M	172.25K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	5.09%	3.44M	73.24M	133.37K	+4.04%
Sep 30, 2025	AIFG CONSULTANTS LTD.	0.41%	274.52K	5.85M	274.52K	+100.00%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.89%	599.71K	12.78M	66.68K	+12.51%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.24%	160.75K	3.43M	22.41K	+16.20%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.2%	132.16K	2.82M	-6.96K	-5.00%
Sep 30, 2025	MORGAN STANLEY	7.9%	5.33M	113.62M	242.07K	+4.76%
Sep 30, 2025	LPL FINANCIAL LLC	12.98%	8.76M	186.76M	1.79M	+25.61%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.17%	113.12K	2.41M	-11.38K	-9.14%
Sep 30, 2025	NEWEDGE WEALTH, LLC	0.16%	106.72K	2.27M	253	+0.24%
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.14%	95.45K	2.03M	69.5K	+267.80%
Sep 30, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.12%	79.18K	1.69M	20.96K	+35.99%
Sep 30, 2025	PKS ADVISORY SERVICES, LLC	0.12%	78.41K	1.67M	-32.25K	-29.14%
Sep 30, 2025	MAIA WEALTH LLC	0.12%	77.62K	1.66M	4.82K	+6.62%
Sep 30, 2025	NOVA WEALTH MANAGEMENT, INC.	0.11%	71.02K	1.51M	-8.93K	-11.17%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.09%	62.55K	1.33M	-978	-1.54%
Sep 30, 2025	BALBOA WEALTH PARTNERS	0.09%	61.55K	1.31M	1.31K	+2.17%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0.09%	60.33K	1.29M	0	0
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.08%	52.85K	1.13M	14.17K	+36.65%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.08%	52.12K	1.11M	18.1K	+53.19%
Sep 30, 2025	RFG ADVISORY, LLC	0.07%	50.17K	1.07M	13.31K	+36.11%
Sep 30, 2025	CYNDEO WEALTH PARTNERS, LLC	1.38%	932.59K	19.87M	606	+0.07%
Sep 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.83%	560.97K	11.95M	508.21K	+963.22%
Sep 30, 2025	CENTENNIAL WEALTH ADVISORY LLC	0.81%	547.77K	11.67M	185.68K	+51.28%
Sep 30, 2025	ASSETMARK, INC	0.77%	522.53K	11.14M	45.33K	+9.50%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.73%	490.15K	10.45M	155.53K	+46.48%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.6%	408.27K	8.7M	28.75K	+7.57%
Sep 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.18%	120.36K	2.56M	51.71K	+75.31%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.18%	119.96K	2.56M	14.37K	+13.61%
Sep 30, 2025	ACORN WEALTH ADVISORS, LLC	0.18%	118.22K	2.52M	27.95K	+30.97%
Sep 30, 2025	LVZ, INC.	4.55%	3.07M	65.52M	31.78K	+1.04%
Sep 30, 2025	STEPHENS INC /AR/	1.8%	1.22M	25.94M	26.98K	+2.27%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	1.34%	902.15K	19.22M	406.77K	+82.11%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	1.16%	784.45K	16.72M	247.72K	+46.15%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.85%	574.55K	12.24M	105.8K	+22.57%
Sep 30, 2025	LONG RUN WEALTH ADVISORS, LLC	3.21%	2.17M	46.21M	144.7K	+7.15%
Sep 30, 2025	STIFEL FINANCIAL CORP	3.11%	2.1M	44.82M	1.41M	+202.15%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	2.61%	1.76M	37.57M	299.27K	+20.45%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.42%	285.8K	6.09M	44.86K	+18.62%
Sep 30, 2025	FSB PREMIER WEALTH MANAGEMENT, INC.	0.39%	261.25K	5.57M	57.46K	+28.19%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.35%	235.2K	5.01M	17.77K	+8.17%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.28%	188.81K	4.02M	119.75K	+173.39%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.29%	193K	4.11M	28.24K	+17.14%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	2.37%	1.6M	34.16M	193.41K	+13.72%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.57%	385.81K	8.22M	29.77K	+8.36%
Sep 30, 2025	HBW ADVISORY SERVICES LLC	0.53%	360.81K	7.69M	32.29K	+9.83%
Sep 30, 2025	ROYAL BANK OF CANADA	0.51%	347.62K	7.41M	23.14K	+7.13%
Sep 30, 2025	SIGMA PLANNING CORP	0.46%	310.03K	6.61M	23.36K	+8.15%
Sep 30, 2025	PHILIP JAMES WEALTH MANGEMENT, LLC	0.44%	295.11K	6.29M	-8.35K	-2.75%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.43%	293.06K	6.25M	8.08K	+2.84%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.33%	222.11K	4.73M	27.86K	+14.34%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.27%	183.17K	3.9M	382	+0.21%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.24%	161.85K	3.45M	8.38K	+5.46%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.24%	161K	3.43M	-290.2K	-64.32%
Sep 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.22%	149.63K	3.19M	57	+0.04%
Sep 30, 2025	IAMS WEALTH MANAGEMENT, LLC	0.22%	146.93K	3.13M	-2.31K	-1.55%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.19%	129.47K	2.76M	129.47K	+100.00%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.17%	116.09K	2.47M	7.97K	+7.37%
Sep 30, 2025	JANE STREET GROUP, LLC	0.17%	115.7K	2.47B	-97.76K	-45.80%
Sep 30, 2025	SEASCAPE CAPITAL MANAGEMENT	1.96%	1.33M	28.26M	25.49K	+1.96%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	1.94%	1.31M	27.93M	168.13K	+14.73%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.7%	1.15M	24.5M	49.71K	+4.51%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.51%	1.02M	21.78M	221.01K	+27.60%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	1.42%	956.49K	20.39M	51.34K	+5.67%
Sep 30, 2025	MCCARTHY & COX	1.39%	935.91K	19.94M	76.33K	+8.88%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	165.4K	3.53M	43.17K	+35.32%
Sep 30, 2025	IFP ADVISORS, INC	0.29%	193.09K	4.11M	31.34K	+19.38%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.33%	800.82K	16.87M	295.46K	+58.46%
Jun 30, 2025	MCCARTHY & COX	1.43%	859.59K	18.1M	859.59K	+100.00%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	1.5%	905.15K	19.07M	266.44K	+41.71%
Jun 30, 2025	CYNDEO WEALTH PARTNERS, LLC	1.55%	931.98K	19.63M	8.7K	+0.94%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.83%	1.1M	23.18M	726.46K	+193.97%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	1.9%	1.14M	24.04M	535.82K	+88.44%
Jun 30, 2025	STEPHENS INC /AR/	1.98%	1.19M	25.07M	-71K	-5.63%
Jun 30, 2025	SEASCAPE CAPITAL MANAGEMENT	2.16%	1.3M	27.39M	218.38K	+20.18%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	2.34%	1.41M	29.69M	57.62K	+4.26%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	2.43%	1.46M	30.83M	428.08K	+41.33%
Jun 30, 2025	LONG RUN WEALTH ADVISORS, LLC	3.36%	2.02M	42.62M	2.02M	+100.00%
Jun 30, 2025	LVZ, INC.	5.05%	3.04M	64.09M	26.5K	+0.88%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	5.49%	3.3M	69.57M	731.74K	+28.45%
Jun 30, 2025	MORGAN STANLEY	8.45%	5.09M	107.19B	715.07K	+16.35%
Jun 30, 2025	LPL FINANCIAL LLC	11.59%	6.98M	146.94M	3.19M	+84.28%
Jun 30, 2025	PKS ADVISORY SERVICES, LLC	0.18%	110.66K	2.33M	110.66K	+100.00%
Jun 30, 2025	SMART WEALTH LLC	0.35%	211.3K	4.45M	211.3K	+100.00%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.78%	468.75K	9.87M	183K	+64.04%
Jun 30, 2025	ASSETMARK, INC	0.79%	477.2K	10.05M	120.11K	+33.64%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.25%	153.47K	3.23M	153.47K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.32%	194.25K	4.09M	55.31K	+39.81%
Jun 30, 2025	JANE STREET GROUP, LLC	0.35%	213.46K	4.5M	123.57K	+137.47%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.82%	495.38K	10.43M	-184.4K	-27.13%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	122.23K	2.57M	-219.9K	-64.28%
Jun 30, 2025	HBW ADVISORY SERVICES LLC	0.55%	328.53K	6.92M	23.53K	+7.71%
Jun 30, 2025	MACH-1 FINANCIAL GROUP, LLC	0.88%	531.78K	11.2M	62.18K	+13.24%
Jun 30, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.2%	122.86K	2.58M	40.55K	+49.27%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.21%	124.5K	2.62M	-107.14K	-46.25%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.23%	138.34K	2.91M	138.34K	+100.00%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.23%	139.12K	2.93M	22.48K	+19.27%
Jun 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.25%	149.57K	3.15M	149.57K	+100.00%
Jun 30, 2025	IFP ADVISORS, INC	0.27%	161.75K	3.41M	134.35K	+490.35%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.63%	379.52K	7.99M	103.56K	+37.53%
Jun 30, 2025	VISIONARY WEALTH ADVISORS	0.33%	196.67K	4.14M	6.57K	+3.46%
Jun 30, 2025	SIGMA PLANNING CORP	0.48%	286.68K	6.04M	-14.83K	-4.92%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.36%	217.43K	4.58M	7.5K	+3.57%
Jun 30, 2025	PHILIP JAMES WEALTH MANGEMENT, LLC	0.5%	303.46K	6.39M	3.91K	+1.31%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.75%	451.2K	9.5M	88.76K	+24.49%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.76%	455.98K	9.6M	145.59K	+46.91%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.56%	334.62K	7.05M	334.62K	+100.00%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.59%	356.05K	7.5M	75.76K	+27.03%
Jun 30, 2025	CENTENNIAL WEALTH ADVISORY LLC	0.6%	362.1K	7.62M	202.46K	+126.82%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.89%	533.03K	11.23M	-93.69K	-14.95%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.3%	182.79K	3.85M	-21.69K	-10.61%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.4%	240.95K	5.07M	240.95K	+100.00%
Jun 30, 2025	IAMS WEALTH MANAGEMENT, LLC	0.25%	149.24K	3.14M	19.8K	+15.30%
Jun 30, 2025	FSB PREMIER WEALTH MANAGEMENT, INC.	0.34%	203.8K	4.29M	34.85K	+20.63%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.47%	284.97K	6M	45.38K	+18.94%
Jun 30, 2025	ROYAL BANK OF CANADA	0.54%	324.49K	6.83M	79.21K	+32.30%
Jun 30, 2025		0.18%	110.66K	2.33M	110.66K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.89%	536.73K	11.3M	-12.65K	-2.30%
Jun 30, 2025	STIFEL FINANCIAL CORP	1.16%	696.02K	14.66M	14.68K	+2.15%
Mar 31, 2025	ASSETMARK, INC	0.78%	357.09K	7.5M	89.51K	+33.45%
Mar 31, 2025	ACORN WEALTH ADVISORS, LLC	0.18%	81.28K	1.71M	5.68K	+7.51%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.45%	204.47K	4.29M	20.93K	+11.40%
Mar 31, 2025	ROYAL BANK OF CANADA	0.54%	245.28K	5.15M	245.28K	+100.00%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	1.4%	638.72K	13.41M	62.66K	+10.88%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.75%	342.13K	7.18M	8.19K	+2.45%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.52%	239.59K	5.03M	54.85K	+29.69%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.13%	58.92K	1.24M	-1.35K	-2.25%
Mar 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.14%	65.1K	1.37M	65.1K	+100.00%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.18%	81.4K	1.71M	20.52K	+33.71%
Mar 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.18%	82.3K	1.73M	82.3K	+100.00%
Mar 31, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.19%	85.83K	1.8M	85.83K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.2%	89.89K	1.89M	-235.11K	-72.34%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.25%	113.2K	2.38M	23.16K	+25.72%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.26%	116.65K	2.45M	26.38K	+29.23%
Mar 31, 2025	IAMS WEALTH MANAGEMENT, LLC	0.28%	129.44K	2.72M	129.44K	+100.00%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.3%	138.94K	2.92M	138.94K	+100.00%
Mar 31, 2025	CENTENNIAL WEALTH ADVISORY LLC	0.35%	159.64K	3.35M	67.21K	+72.71%
Mar 31, 2025	VISIONARY WEALTH ADVISORS	0.42%	190.1K	3.99M	190.1K	+100.00%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.46%	209.94K	4.41M	209.94K	+100.00%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.52%	239.59K	5.03M	54.85K	+29.69%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.6%	275.96K	5.79M	54.01K	+24.33%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.61%	280.29K	5.88M	280.29K	+100.00%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.63%	285.76K	6M	155.2K	+118.87%
Mar 31, 2025	PHILIP JAMES WEALTH MANGEMENT, LLC	0.66%	299.55K	6.29M	43.04K	+16.78%
Mar 31, 2025	SIGMA PLANNING CORP	0.66%	301.51K	6.33M	301.51K	+100.00%
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	0.68%	310.39K	6.52M	310.39K	+100.00%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.79%	362.44K	7.61M	362.44K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.82%	374.51K	7.86M	311.13K	+490.87%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.11%	505.37K	10.61M	105.43K	+26.36%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	1.2%	549.37K	11.53M	549.37K	+100.00%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	1.33%	605.83K	15.05M	605.83K	+100.00%
Mar 31, 2025	FIRST TRUST ADVISORS LP	1.37%	626.72K	13.15M	94.07K	+17.66%
Mar 31, 2025	N.E.W. ADVISORY SERVICES LLC	1.52%	696.4K	14.62M	696.4K	+100.00%
Mar 31, 2025	CYNDEO WEALTH PARTNERS, LLC	2.02%	923.28K	19.38M	65.85K	+7.68%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	2.27%	1.04M	21.74M	592.62K	+133.77%
Mar 31, 2025	SEASCAPE CAPITAL MANAGEMENT	2.37%	1.08M	22.72M	1.08M	+100.00%
Mar 31, 2025	STEPHENS INC /AR/	2.76%	1.26M	26.47M	1.26M	+100.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	2.96%	1.35M	28.38M	610.31K	+82.27%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	5.63%	2.57M	53.98M	781.67K	+43.67%
Mar 31, 2025	LVZ, INC.	6.6%	3.02M	63.32M	263.4K	+9.57%
Mar 31, 2025	LPL FINANCIAL LLC	8.29%	3.79M	79.47M	1.63M	+75.96%
Mar 31, 2025	MORGAN STANLEY	9.57%	4.37M	91.83M	1.1M	+33.72%
Mar 31, 2025	MACH-1 FINANCIAL GROUP, LLC	1.03%	469.6K	9.86M	469.6K	+100.00%
Mar 31, 2025	STIFEL FINANCIAL CORP	1.49%	681.34K	14.3M	681.34K	+100.00%
Mar 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.12%	54.63K	1.15M	14.9K	+37.52%
Mar 31, 2025	FSB PREMIER WEALTH MANAGEMENT, INC.	0.37%	168.95K	3.55M	168.95K	+100.00%
Mar 31, 2025	CORE WEALTH PARTNERS LLC	0.17%	77.33K	1.62M	77.33K	+100.00%
Mar 31, 2025	HBW ADVISORY SERVICES LLC	0.67%	305K	6.4M	80.52K	+35.87%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.51%	231.63K	4.86M	43.48K	+23.11%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	1.49%	679.78K	14.27M	511.43K	+303.80%

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