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

Who are the major shareholders selling First Trust Capital Strength ETF stock?

MORGAN STANLEY, in the last quarter, reduced its stake in FTCS by -4.83% restricting it's holding to 5.26 million shares of worth nearly $494.08M. SUMMIT WEALTH GROUP LLC / CO also lessened -0.63% of the FTCS shares from its portfolio, reducing its holding to 97.83 thousand shares of worth $9.19M. GATEWAY WEALTH PARTNERS, LLC also shunned FTCS shares holding by -39.11% last quarter which brought its holding to 102.94 thousand shares worth $9.67M.

Investors who are buying FTCS stock?

As per its latest 13F filing, GREAT VALLEY ADVISOR GROUP, INC. increased its stake in FTCS by 0.34% in the last quarter. The institutional holder raised its holding to 95.93 thousand shares having worth more than $9.01M. RESOURCES INVESTMENT ADVISORS, LLC. also added 36.54% more shares of FTCS to its portfolio, raising its holding to 97.95 thousand shares of worth $9.20M. BENJAMIN EDWARDS INC also increased its FTCS shares holding by 4.2% which brought its holding to 106.36 thousand shares worth $9.99M.

FTCS's major insiders: who are they?

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

Did an insider recently sell FTCS stock?

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

Which insider recently purchased FTCS stock?

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

How much of FTCS does insiders own?

Around 0 First Trust Capital Strength ETF shares are held by insiders, which represents about N/A of FTCS stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FTCS?

MORGAN STANLEY is the largest institutional owner in FTCS which holds 5.26 million shares worth $494.08M or 6.8% of the total FTCS shares outstanding followed by GREAT VALLEY ADVISOR GROUP, INC. with ownership of 95.93 thousand shares representing 0.12% of the FTCS ownership. SUMMIT WEALTH GROUP LLC / CO is the third largest stakeholder with 97.83 thousand shares or 0.12% of the ownership worth more than $9.19M.

Is First Trust Capital Strength 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 FTCS is concerned, it is a stock which is optionable.

Is there a short position on FTCS's shares?

Number of FTCS 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 FTCS shares are there?

As of today, null shares of FTCS are outstanding.

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

FTCS 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 FTCS is null.

First Trust Capital Strength ETF (FTCS) 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. MORGAN STANLEY is the top corporate investor, holding 5.26M shares valued at $494.08M. A 6.8% stake in First Trust Capital Strength ETF is owned by the company. GREAT VALLEY ADVISOR GROUP, INC. owns 95.93K shares valued at $9.01M, which translates its holding of 0.12% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MORGAN STANLEY	6.8%	5.26M	494.08M	-266.73K	-4.83%
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.12%	95.93K	9.01M	328	+0.34%
Jun 30, 2026	SUMMIT WEALTH GROUP LLC / CO	0.12%	97.83K	9.19M	-619	-0.63%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.12%	97.95K	9.2M	26.21K	+36.54%
Jun 30, 2026	GATEWAY WEALTH PARTNERS, LLC	0.13%	102.94K	9.67M	-66.11K	-39.11%
Jun 30, 2026	VIRTUS WEALTH SOLUTIONS LLC	0.13%	105.83K	9.94M	-719	-0.67%
Jun 30, 2026	BENJAMIN EDWARDS INC	0.13%	106.36K	9.99M	4.28K	+4.20%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.14%	110.35K	10.36M	288	+0.26%
Jun 30, 2026	CONCENTRUM WEALTH MANAGEMENT	0.14%	113.47K	10.66M	3.21K	+2.91%
Jun 30, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.15%	115.77K	10.87M	2.5K	+2.21%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.15%	115.91K	10.89M	-255	-0.22%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.15%	116.68K	10.96M	-1.59K	-1.35%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.16%	120.05K	11.28M	12.58K	+11.71%
Jun 30, 2026	SARGENT INVESTMENT GROUP, LLC	0.17%	132.11K	12.41M	-5.05K	-3.68%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.17%	133.77K	12.56M	25.39K	+23.42%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.18%	138.75K	13.03M	-37.27K	-21.18%
Jun 30, 2026	WALKNER CONDON FINANCIAL ADVISORS LLC	0.25%	193.71K	18.19M	17.54K	+9.95%
Jun 30, 2026	TRU INDEPENDENCE LLC	0.26%	199.17K	18.71M	13.85K	+7.47%
Jun 30, 2026	HBK SORCE ADVISORY LLC	0.28%	218.28K	21.81M	-493	-0.23%
Jun 30, 2026	GRATUS WEALTH ADVISORS, LLC	0.3%	229.65K	21.57M	3.01K	+1.33%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.31%	236.39K	22.2M	21.95K	+10.24%
Jun 30, 2026	SCARBOROUGH ADVISORS, LLC	0.33%	259.17K	24.5M	-1.92K	-0.74%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.36%	278.36K	26.14M	-1.46K	-0.52%
Jun 30, 2026	ARCHER INVESTMENT CORP	0.36%	280.15K	26.31M	-2.8K	-0.99%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.56%	435.76K	40.93M	34.85K	+8.69%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.56%	436.89K	41.03M	-2.82K	-0.64%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.59%	453.93K	42.63M	-6.62K	-1.44%
Jun 30, 2026	LPL FINANCIAL LLC	9.47%	7.33M	688.74M	-195.62K	-2.60%
Jun 30, 2026	PARK NATIONAL CORP /OH/	0.37%	286.87K	26.94M	-35.27K	-10.95%
Jun 30, 2026	DIVERSIFIED ENTERPRISES, LLC	0.44%	342.27K	32.15M	-7.71K	-2.20%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.47%	365.66K	34.34M	365.66K	+100.00%
Jun 30, 2026	AMERICAN FINANCIAL ADVISORS, LLC	0.48%	372.43K	34.98M	11.5K	+3.19%
Jun 30, 2026	ROYAL BANK OF CANADA	1.34%	1.04M	97.21M	10.1K	+0.99%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.66%	1.28M	120.44M	105.8K	+9.00%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.82%	1.41M	132.44M	-51.1K	-3.50%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	3.16%	2.44M	229.55M	-145.85K	-5.63%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	5.13%	3.97M	373.08M	-342.02K	-7.93%
Jun 30, 2026	BENNETT ASSOCIATES WEALTH MANAGEMENT	0.23%	181.8K	17.07M	-19.19K	-9.55%
Jun 30, 2026	ASSETMARK, INC	0.17%	127.85K	12.01M	46.42K	+57.00%
Jun 30, 2026	OPPENHEIMER & CO INC	0.17%	130.73K	12.28M	-1.88K	-1.42%
Jun 30, 2026	HECK CAPITAL ADVISORS, LLC	0.24%	187.49K	17.61M	4.09K	+2.23%
Jun 30, 2026	SILVER OAK SECURITIES, INCORPORATED	0.5%	386.72K	36.32M	-26.01K	-6.30%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	151.55K	14.23M	79	+0.05%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.63%	485.48K	45.6M	-66.46K	-12.04%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.72%	557.49K	52.36M	26.44K	+4.98%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.95%	737.86K	69.3M	-6.44K	-0.86%
Jun 30, 2026	UBS GROUP AG	1.7%	1.32M	123.7M	-48.05K	-3.52%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.86%	1.44M	135.45M	-44.18K	-2.97%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.23%	181.06K	17M	-372	-0.20%
Jun 30, 2026	INVESTORS RESEARCH CORP	0.22%	174.12K	16.35M	174.12K	+100.00%
Jun 30, 2026	IFG ADVISORY, LLC	0.36%	282.23K	26.51M	282.02K	+130,563.43%
Jun 30, 2026	REGAL INVESTMENT ADVISORS LLC	0.37%	284.37K	26.71M	12.51K	+4.60%
Jun 30, 2026		0.28%	223.47K	25.35M	223.47K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.01%	783.21K	73.56M	-110.89K	-12.40%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.15%	890.83K	83.67M	-1.16K	-0.13%
Jun 30, 2026	EVELYN PARTNERS GROUP LTD	0.29%	223.47K	25.35M	223.47K	+100.00%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.22%	174.11K	16.35M	100.97K	+138.05%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.2%	156.49K	14.7M	-32.05K	-17.00%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	1.28%	988.8K	92.87M	-71K	-6.70%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.19%	918.11K	86.11M	-53.16K	-5.47%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.14%	878.7K	82.59M	54.38K	+6.60%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.37%	1.06M	99.61M	-25.04K	-2.31%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	1.04%	824.32K	75.39M	87.75K	+11.91%
Mar 31, 2026	UBS GROUP AG	1.71%	1.37M	126.63M	-55.02K	-3.87%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.18%	145.58K	13.5M	145.58K	+100.00%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.15%	116.17K	10.78M	-3.47K	-2.90%
Mar 31, 2026	EVELYN PARTNERS INVESTMENT MANAGEMENT (EUROPE) LTD	0.22%	173.87K	16.13M	-5.92K	-3.29%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.22%	176.02K	16.33M	-51.17K	-22.52%
Mar 31, 2026	AMERICAN FINANCIAL ADVISORS, LLC	0.45%	360.93K	33.48M	-7.58K	-2.06%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.5%	400.91K	37.19M	16.83K	+4.38%
Mar 31, 2026	SILVER OAK SECURITIES, INCORPORATED	0.52%	412.73K	38.28M	-16.1K	-3.75%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.55%	439.7K	40.79M	38.44K	+9.58%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.58%	460.55K	42.72M	-9.67K	-2.06%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.48%	1.18M	109.12M	-88.78K	-7.02%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.87%	1.49M	137.88M	-41.28K	-2.70%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.25%	2.59M	240.24M	-306.33K	-10.58%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	5.42%	4.31M	400.19M	-192.07K	-4.26%
Mar 31, 2026	HBK SORCE ADVISORY LLC	0.27%	218.77K	20.19M	-1.82K	-0.83%
Mar 31, 2026	GRATUS WEALTH ADVISORS, LLC	0.28%	226.65K	21.02M	-80.85K	-26.29%
Mar 31, 2026	SCARBOROUGH ADVISORS, LLC	0.33%	261.09K	24.22M	5.04K	+1.97%
Mar 31, 2026	REGAL INVESTMENT ADVISORS LLC	0.34%	271.86K	25.22M	4.51K	+1.69%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.35%	279.82K	25.96M	1.15K	+0.41%
Mar 31, 2026	DIVERSIFIED ENTERPRISES, LLC	0.44%	349.98K	32.46M	347.79K	+15,866.33%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.67%	531.05K	49.26M	-116.51K	-17.99%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.69%	551.94K	51.2M	-16.68K	-2.93%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.93%	744.3K	69.04M	1.67K	+0.22%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.36%	1.09M	100.7M	-6.6K	-0.60%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.12%	891.98K	82.74M	-88.56K	-9.03%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.12%	894.1K	82.94M	-10.11K	-1.12%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.17%	971.28K	90.13M	-126.31K	-11.51%
Mar 31, 2026	ROYAL BANK OF CANADA	1.29%	1.02M	95.07M	-156.87K	-13.27%
Mar 31, 2026	GATEWAY WEALTH PARTNERS, LLC	0.21%	169.05K	15.68M	84.19K	+99.20%
Mar 31, 2026	HOLISTIC FINANCIAL PARTNERS	0.14%	115.8K	10.74M	879	+0.76%
Mar 31, 2026	MORGAN STANLEY	6.94%	5.53M	512.72M	-91.71K	-1.63%
Mar 31, 2026	LPL FINANCIAL LLC	9.45%	7.53M	698.38M	-150.69K	-1.96%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	1.33%	1.06M	98.31M	1.06M	+100.00%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.15%	121.3K	11.25M	39.03K	+47.45%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.16%	124.13K	11.48M	11.42K	+10.14%
Mar 31, 2026	OPPENHEIMER & CO INC	0.17%	132.6K	12.3M	132.6K	+100.00%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	151.47K	14.05M	-35.22K	-18.86%
Mar 31, 2026	KINGSWOOD WEALTH ADVISORS, LLC	0.11%	90.33K	8.38M	691	+0.77%
Mar 31, 2026	SENTINUS, LLC	0.11%	95.24K	8.83M	3.3K	+3.59%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.12%	95.61K	8.87M	266	+0.28%
Mar 31, 2026	SUMMIT WEALTH GROUP LLC / CO	0.12%	98.45K	9.13M	-4.47K	-4.34%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.12%	102.08K	9.47M	-2.73K	-2.60%
Mar 31, 2026	COMMONWEALTH FINANCIAL SERVICES, LLC	0.13%	106.23K	9.85M	11.07K	+11.63%
Mar 31, 2026	VIRTUS WEALTH SOLUTIONS LLC	0.13%	106.55K	9.88M	-4.55K	-4.10%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.13%	107.47K	9.97M	643	+0.60%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.13%	108.39K	10.05M	-1.09K	-1.00%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.13%	109.64K	10.17M	-2.53K	-2.25%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	110.06K	10.21M	-1.38K	-1.24%
Mar 31, 2026	CONCENTRUM WEALTH MANAGEMENT	0.13%	110.26K	10.23M	-2.12K	-1.89%
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.14%	113.27K	10.51M	5.58K	+5.18%
Mar 31, 2026	WALKNER CONDON FINANCIAL ADVISORS LLC	0.22%	176.17K	16.34M	252	+0.14%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.23%	181.43K	16.83M	-5.13K	-2.75%
Mar 31, 2026	MARINER, LLC	0.23%	182.75K	16.95M	-25.16K	-12.10%
Mar 31, 2026	HECK CAPITAL ADVISORS, LLC	0.23%	183.39K	17.01M	-2.5K	-1.34%
Mar 31, 2026	TRU INDEPENDENCE LLC	0.23%	185.32K	17.19M	7.75K	+4.37%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.24%	188.54K	17.49M	-119.61K	-38.82%
Mar 31, 2026	BENNETT ASSOCIATES WEALTH MANAGEMENT	0.25%	200.99K	18.64M	-57.05K	-22.11%
Mar 31, 2026	ARCHER INVESTMENT CORP	0.36%	282.95K	26.25M	-20.09K	-6.63%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.83%	1.46M	135.54M	-155.58K	-9.62%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.27%	214.44K	19.89M	-45.49K	-17.50%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.15%	118.28K	10.97M	-2.65K	-2.19%
Mar 31, 2026	SARGENT INVESTMENT GROUP, LLC	0.17%	137.15K	12.72M	-8.95K	-6.12%
Mar 31, 2026	PARK NATIONAL CORP /OH/	0.4%	322.14K	29.88M	-16.25K	-4.80%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	3.42%	2.9M	267.94M	-167.34K	-5.46%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	5.35%	4.51M	416.89M	-341.69K	-7.05%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.14%	112.16K	10.38M	112.16K	+100.00%
Dec 31, 2025	CONCENTRUM WEALTH MANAGEMENT	0.14%	112.38K	10.4M	2.97K	+2.71%
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.14%	113.61K	10.51M	2.16K	+1.94%
Dec 31, 2025	HOLISTIC FINANCIAL PARTNERS	0.14%	114.92K	10.63M	-2.84K	-2.41%
Dec 31, 2025	UBS GROUP AG	1.68%	1.42M	131.38M	11.97K	+0.85%
Dec 31, 2025	REGAL INVESTMENT ADVISORS LLC	0.32%	267.35K	24.73M	5.12K	+1.95%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.16%	131K	12.12M	-4.4K	-3.25%
Dec 31, 2025	SARGENT INVESTMENT GROUP, LLC	0.17%	146.1K	13.52M	-8.75K	-5.65%
Dec 31, 2025	BANK HAPOALIM BM	0.19%	159K	14.71M	159K	+100.00%
Dec 31, 2025	EVELYN PARTNERS INVESTMENT MANAGEMENT (EUROPE) LTD	0.21%	179.79K	16.63M	179.79K	+100.00%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	186.69K	17.27M	18.41K	+10.94%
Dec 31, 2025	IFG ADVISORY, LLC	0.33%	279.31K	25.84M	-58.21K	-17.25%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.34%	278.67K	25.78M	-4.88K	-1.72%
Dec 31, 2025	ARCHER INVESTMENT CORP	0.37%	303.04K	28.03M	-19.4K	-6.02%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.37%	308.14K	28.51M	-22.92K	-6.92%
Dec 31, 2025	GRATUS WEALTH ADVISORS, LLC	0.37%	307.49K	28.45M	1.54K	+0.50%
Dec 31, 2025	PARK NATIONAL CORP /OH/	0.41%	338.39K	31.31M	-22.11K	-6.13%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.22%	186.55K	17.26M	30.29K	+19.38%
Dec 31, 2025	LPL FINANCIAL LLC	9.16%	7.68M	710.45M	-397.91K	-4.93%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.27%	227.19K	21.02M	-30.03K	-11.68%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.27%	228.2K	29.57M	34.33K	+17.71%
Dec 31, 2025	SCARBOROUGH ADVISORS, LLC	0.3%	256.06K	23.69M	7.33K	+2.95%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.31%	259.93K	24.05M	-103.72K	-28.52%
Dec 31, 2025	BENNETT ASSOCIATES WEALTH MANAGEMENT	0.31%	258.04K	23.87M	-14.48K	-5.31%
Dec 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.21%	175.92K	16.27M	41.58K	+30.95%
Dec 31, 2025	TRU INDEPENDENCE LLC	0.21%	177.57K	16.43M	13.66K	+8.34%
Dec 31, 2025	POLLOCK INVESTMENT ADVISORS, LLC	0.43%	361.8K	33.47M	-10.2K	-2.74%
Dec 31, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.45%	368.51K	34.09M	-9.82K	-2.60%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.45%	384.08K	35.53M	-2.82K	-0.73%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.48%	401.26K	37.12M	-191.7K	-32.33%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.5%	418.01K	38.67M	16.71K	+4.16%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.52%	428.83K	39.99M	-9.43K	-2.15%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.57%	470.22K	43.5M	14.81K	+3.25%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.69%	568.63K	52.6M	-2.72K	-0.48%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.77%	647.56K	59.91M	-82.52K	-11.30%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.87%	736.57K	68.14M	71.46K	+10.74%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.88%	742.63K	68.7M	-2.67K	-0.36%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.07%	904.21K	83.65M	-217.04K	-19.36%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.19%	980.54K	90.71M	-30.93K	-3.06%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.29%	1.09M	101.04M	-42.32K	-3.73%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.3%	1.1M	101.55M	126.29K	+13.00%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.13%	107.69K	9.96M	-2.55K	-2.31%
Dec 31, 2025	VIRTUS WEALTH SOLUTIONS LLC	0.13%	111.1K	10.28M	-1.21K	-1.08%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.14%	120.93K	11.19M	2.7K	+2.28%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.14%	119.63K	11.07M	-4.99K	-4.00%
Dec 31, 2025	MORGAN STANLEY	6.63%	5.62M	519.83M	-161.48K	-2.79%
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.11%	90.06K	8.33M	-980	-1.08%
Dec 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.11%	89.64K	8.29M	2.36K	+2.71%
Dec 31, 2025	SENTINUS, LLC	0.11%	91.94K	8.51M	91.94K	+100.00%
Dec 31, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.11%	95.17K	8.8M	7.61K	+8.69%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.11%	95.34K	8.82M	-7.61K	-7.39%
Dec 31, 2025	SUMMIT WEALTH GROUP LLC / CO	0.12%	102.92K	9.52M	102.92K	+100.00%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.13%	104.81K	9.7M	7.62K	+7.84%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.13%	106.83K	9.89M	-65.93K	-38.16%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.13%	109.48K	10.13M	109.48K	+100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	111.45K	10.31B	7K	+6.70%
Dec 31, 2025	INVESTORS RESEARCH CORP	0.21%	172.57K	15.96M	6.03K	+3.62%
Dec 31, 2025	ROYAL BANK OF CANADA	1.39%	1.18M	109.33M	22.15K	+1.91%
Dec 31, 2025	HBK SORCE ADVISORY LLC	0.26%	220.59K	21.86M	-2.17K	-0.97%
Dec 31, 2025	MARINER, LLC	0.25%	207.91K	19.23M	-2.57K	-1.22%
Dec 31, 2025	HECK CAPITAL ADVISORS, LLC	0.23%	185.89K	17.2M	-36.63K	-16.46%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.49%	1.26M	117.05M	-76.41K	-5.70%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.8%	1.53M	141.33M	-102.63K	-6.30%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.91%	1.62M	149.57M	-56.27K	-3.36%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.11%	100.38K	9.4M	13.01K	+14.90%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.37%	331.06K	31M	-2.54K	-0.76%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.48%	1.34M	125.07M	94.68K	+7.60%
Sep 30, 2025	MARINER, LLC	0.23%	210.48K	19.71M	33.42K	+18.87%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.19%	172.76K	16.19M	-60.15K	-25.82%
Sep 30, 2025	INVESTORS RESEARCH CORP	0.18%	166.53K	15.59M	7.26K	+4.56%
Sep 30, 2025	MORGAN STANLEY	6.38%	5.78M	541.29M	-167.51K	-2.82%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.81%	730.08K	68.36M	-41.14K	-5.33%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.73%	665.12K	61.76M	110.48K	+19.92%
Sep 30, 2025	LPL FINANCIAL LLC	8.92%	8.08M	756.38M	-62.12K	-0.76%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	3.38%	3.06M	286.88M	-20.65K	-0.67%
Sep 30, 2025	UBS GROUP AG	1.56%	1.41M	131.86M	-102.39K	-6.78%
Sep 30, 2025	VIRTUS WEALTH SOLUTIONS LLC	0.12%	112.32K	10.52M	-3.27K	-2.83%
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.12%	111.45K	10.44M	-445	-0.40%
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.12%	110.24K	10.32M	-3.85K	-3.38%
Sep 30, 2025	CONCENTRUM WEALTH MANAGEMENT	0.12%	109.42K	10.25M	5.34K	+5.13%
Sep 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.12%	107.27K	10.05M	-2.56K	-2.33%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	104.45K	9.78M	4.11K	+4.09%
Sep 30, 2025	SOLANO WEALTH INVESTMENT ADVISORS LLC	0.11%	99.36K	9.3M	-2.11K	-2.08%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.11%	98.22K	9.2M	-2.29K	-2.28%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.11%	97.19K	9.1M	19.01K	+24.31%
Sep 30, 2025	PFG ADVISORS	0.1%	88.7K	8.31M	-3.77K	-4.08%
Sep 30, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.1%	87.55K	8.2M	12.95K	+17.36%
Sep 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.1%	87.28K	8.17M	31.48K	+56.43%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	5.35%	4.85M	453.97M	-190.35K	-3.78%
Sep 30, 2025	ROYAL BANK OF CANADA	1.28%	1.16M	108.59M	-35.55K	-2.97%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.85%	1.67M	156.67M	-41.14K	-2.40%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.65%	592.96K	55.52M	5.37K	+0.91%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.63%	571.34K	53.5M	-151	-0.03%
Sep 30, 2025	SARGENT INVESTMENT GROUP, LLC	0.17%	154.84K	14.5M	-6.84K	-4.23%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.48%	438.26K	41.04M	7.94K	+1.85%
Sep 30, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.42%	378.33K	35.43M	10.29K	+2.80%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.8%	1.63M	152.66M	167.79K	+11.47%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.07%	971.3K	90.95M	-4.65K	-0.48%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.5%	455.4K	42.64M	13.53K	+3.06%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.44%	401.3K	37.58M	32.95K	+8.95%
Sep 30, 2025	BENNETT ASSOCIATES WEALTH MANAGEMENT	0.3%	272.53K	25.52M	12.78K	+4.92%
Sep 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.29%	262.23K	24.56M	3.94K	+1.53%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.28%	257.22K	24.09M	-13.5K	-4.99%
Sep 30, 2025	HBK SORCE ADVISORY LLC	0.25%	222.76K	20.7M	1.3K	+0.59%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.21%	193.87K	25.9M	26.89K	+16.11%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.25%	1.13M	106.24M	-6.62K	-0.58%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.24%	1.12M	104.99M	-19.76K	-1.73%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.12%	1.01M	94.71M	10.74K	+1.07%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.82%	745.29K	69.79M	70.59K	+10.46%
Sep 30, 2025	PARK NATIONAL CORP /OH/	0.4%	360.5K	33.76M	-63.11K	-14.90%
Sep 30, 2025	GRATUS WEALTH ADVISORS, LLC	0.34%	305.95K	28.65M	11.16K	+3.79%
Sep 30, 2025	HECK CAPITAL ADVISORS, LLC	0.25%	222.52K	20.84M	-8.09K	-3.51%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	168.28K	15.76M	-11.02K	-6.15%
Sep 30, 2025	OPPENHEIMER & CO INC	0.18%	165.09K	15.46M	4.59K	+2.86%
Sep 30, 2025	TRU INDEPENDENCE LLC	0.18%	163.91K	15.35M	10.15K	+6.60%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.17%	156.27K	14.63M	-166.28K	-51.55%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.15%	135.39K	12.68M	-3.07K	-2.21%
Sep 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.15%	134.34K	12.57M	22.03K	+19.61%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.14%	124.62K	11.67M	4.83K	+4.04%
Sep 30, 2025	ERGAWEALTH ADVISORS, INC.	0.13%	121.52K	11.38M	-39.41K	-24.49%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.13%	118.23K	11.07M	-115	-0.10%
Sep 30, 2025	HOLISTIC FINANCIAL PARTNERS	0.13%	117.76K	11.03M	2.41K	+2.09%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.43%	386.89K	36.23M	-39.88K	-9.34%
Sep 30, 2025	POLLOCK INVESTMENT ADVISORS, LLC	0.41%	372K	34.83M	-16.84K	-4.33%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.4%	363.65K	34.05M	-29.83K	-7.58%
Sep 30, 2025	IFG ADVISORY, LLC	0.37%	337.52K	31.61M	9.5K	+2.90%
Sep 30, 2025	ARCHER INVESTMENT CORP	0.36%	322.44K	30.19M	-5.42K	-1.65%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.32%	286.5K	26.83M	264.9K	+1,226.39%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.31%	283.55K	26.55M	6.23K	+2.25%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.13%	114.09K	10.37M	-3.71K	-3.15%
Jun 30, 2025	HOLISTIC FINANCIAL PARTNERS	0.13%	115.35K	10.48M	6.04K	+5.52%
Jun 30, 2025	GGM FINANCIALS LLC	0.13%	115.58K	10.51M	115.58K	+100.00%
Jun 30, 2025	INVESTORS RESEARCH CORP	0.18%	159.28K	14.48M	12.19K	+8.29%
Jun 30, 2025	ERGAWEALTH ADVISORS, INC.	0.18%	160.93K	14.63M	-10.75K	-6.26%
Jun 30, 2025	HBK SORCE ADVISORY LLC	0.25%	221.46K	20.13M	895	+0.41%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.63%	1.46M	132.93M	-4.38K	-0.30%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.37%	333.6K	30.32M	28.99K	+9.52%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.41%	368.35K	33.48M	66.26K	+21.93%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.44%	393.48K	35.76M	-66.58K	-14.47%
Jun 30, 2025	PARK NATIONAL CORP /OH/	0.47%	423.61K	38.5M	-48.04K	-10.19%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.49%	441.87K	40.16M	24.8K	+5.95%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.62%	554.64K	50.09M	124.12K	+28.83%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.64%	571.49K	51.94M	2.17K	+0.38%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.66%	587.59K	53.41M	-15.51K	-2.57%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.75%	674.7K	61.32M	-31.37K	-4.44%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.86%	771.22K	70.1M	-37.03K	-4.58%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.09%	975.95K	88.75M	22.85K	+2.40%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.12%	1M	90.96M	-53.78K	-5.10%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.27%	1.14M	103.72M	-46.87K	-3.94%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.39%	1.25M	113.34M	-27.62K	-2.17%
Jun 30, 2025	UBS GROUP AG	1.68%	1.51M	137.3M	27.97K	+1.89%
Jun 30, 2025	BENNETT ASSOCIATES WEALTH MANAGEMENT	0.29%	259.74K	23.61M	-370	-0.14%
Jun 30, 2025	MARINER, LLC	0.2%	177.06K	16.09M	16.43K	+10.23%
Jun 30, 2025		0.19%	174.15K	15.83M	174.15K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.91%	1.71M	155.81M	25.02K	+1.48%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	3.44%	3.08M	280.33M	-166.11K	-5.11%
Jun 30, 2025	LPL FINANCIAL LLC	9.07%	8.14M	739.81M	475.26K	+6.20%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.15%	138.46K	12.58M	-28.01K	-16.83%
Jun 30, 2025	OPPENHEIMER & CO INC	0.18%	160.5K	14.59M	2.41K	+1.53%
Jun 30, 2025	SCARBOROUGH ADVISORS, LLC	0.27%	241.11K	21.91M	13.47K	+5.92%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.3%	267.14K	24.28M	43.63K	+19.52%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	5.62%	5.04M	457.94M	-305.3K	-5.71%
Jun 30, 2025	MORGAN STANLEY	6.63%	5.95M	540.62B	14.75K	+0.25%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	179.3K	16.3M	17.55K	+10.85%
Jun 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.29%	258.28K	23.48M	597	+0.23%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.48%	430.31K	39.11M	4.77K	+1.12%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.22%	193.23K	17.56M	-50.1K	-20.59%
Jun 30, 2025	SUMMIT WEALTH GROUP LLC / CO	0.19%	174.15K	15.83M	174.15K	+100.00%
Jun 30, 2025	HECK CAPITAL ADVISORS, LLC	0.26%	230.61K	20.96M	31.58K	+15.87%
Jun 30, 2025	POLLOCK INVESTMENT ADVISORS, LLC	0.43%	388.84K	35.34M	-133.62K	-25.58%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.3%	270.73K	24.61M	-107.54K	-28.43%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.31%	277.32K	25.21M	1.6K	+0.58%
Jun 30, 2025	ARCHER INVESTMENT CORP	0.37%	327.86K	29.8M	5.77K	+1.79%
Jun 30, 2025	TRU INDEPENDENCE LLC	0.17%	153.76K	13.98M	3.41K	+2.27%
Jun 30, 2025	SARGENT INVESTMENT GROUP, LLC	0.18%	161.68K	14.81M	-4.9K	-2.94%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.19%	166.98K	22.12M	-34.03K	-16.93%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.26%	232.9K	21.2M	3.35K	+1.46%
Jun 30, 2025	GRATUS WEALTH ADVISORS, LLC	0.33%	294.79K	26.79M	-989	-0.33%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.36%	322.55K	29.32M	142.23K	+78.88%
Jun 30, 2025	IFG ADVISORY, LLC	0.37%	328.02K	29.81M	520	+0.16%
Jun 30, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.41%	368.04K	33.45M	-7.36K	-1.96%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.48%	426.77K	38.79M	8.82K	+2.11%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.27%	1.14M	103.71M	-259.72K	-18.54%
Jun 30, 2025	ROYAL BANK OF CANADA	1.33%	1.2M	108.63M	-64.31K	-5.11%
Jun 30, 2025	VALMARK ADVISERS, INC.	0.11%	100.51K	9.14M	-2.15K	-2.09%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.11%	102.65K	9.33M	-4.61K	-4.30%
Jun 30, 2025	CONCENTRUM WEALTH MANAGEMENT	0.12%	104.08K	9.46M	3.44K	+3.41%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.12%	105.21K	9.56M	6.99K	+7.11%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.12%	108.63K	9.89M	-72.76K	-40.11%
Jun 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.12%	109.84K	9.98M	-7.35K	-6.27%
Jun 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.12%	111.89K	10.17M	-2.93K	-2.55%
Jun 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.13%	112.31K	10.21M	7.3K	+6.95%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.68%	603.1K	54.06M	-17.38K	-2.80%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.64%	1.47M	131.49M	1.47M	+100.00%
Mar 31, 2025	BENNETT ASSOCIATES WEALTH MANAGEMENT	0.29%	260.11K	23.32M	4.9K	+1.92%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.57%	1.4M	125.56M	-120.05K	-7.89%
Mar 31, 2025	ERGAWEALTH ADVISORS, INC.	0.19%	171.68K	15.39M	-20.72K	-10.77%
Mar 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.2%	180.32K	16.16M	-25.79K	-12.51%
Mar 31, 2025	IFG ADVISORY, LLC	0.37%	327.5K	29.36M	-763	-0.23%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.79%	706.07K	63.29M	-173.18K	-19.70%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	161.76K	14.5M	2.29K	+1.43%
Mar 31, 2025	OPPENHEIMER & CO INC	0.18%	158.09K	14.17M	3.82K	+2.48%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.2%	181.39K	16.26M	-99.68K	-35.46%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.23%	201.01K	23.23M	27.74K	+16.01%
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	0.24%	223.51K	20.04M	-103.08K	-31.56%
Mar 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.48%	425.54K	37.71M	-5.77K	-1.34%
Mar 31, 2025	HBK SORCE ADVISORY LLC	0.25%	220.56K	19.77M	11.59K	+5.55%
Mar 31, 2025	SCARBOROUGH ADVISORS, LLC	0.25%	227.64K	20.41M	5.64K	+2.54%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.34%	302.09K	27.08M	-286	-0.09%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.34%	304.62K	27.31M	340	+0.11%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.48%	430.51K	38.15M	183.07K	+73.99%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.52%	460.05K	41.24M	21.67K	+4.94%
Mar 31, 2025	PARK NATIONAL CORP /OH/	0.53%	471.65K	42.28M	-9.76K	-2.03%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.64%	569.32K	51.03M	-94.55K	-14.24%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	3.64%	3.25M	291.37M	-232.35K	-6.67%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	5.98%	5.34M	479.01M	-281.65K	-5.01%
Mar 31, 2025	MORGAN STANLEY	6.64%	5.93M	531.86M	-271.82K	-4.38%
Mar 31, 2025	LPL FINANCIAL LLC	8.58%	7.66M	687.04M	121.73K	+1.61%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.26%	229.55K	20.61M	-8.84K	-3.71%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.31%	275.72K	24.72M	-75.52K	-21.50%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.47%	417.95K	37.47M	-86.46K	-17.14%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.9%	808.25K	72.45M	-37.43K	-4.43%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.07%	953.1K	85.49M	-73.64K	-7.17%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.89%	1.69M	151.42M	-25.66K	-1.50%
Mar 31, 2025	GRATUS WEALTH ADVISORS, LLC	0.33%	295.78K	26.51M	8.95K	+3.12%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.18%	1.05M	94.53M	-47.18K	-4.28%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.33%	1.19M	106.5M	-120.83K	-9.23%
Mar 31, 2025	ROYAL BANK OF CANADA	1.41%	1.26M	112.9M	-147.22K	-10.47%
Mar 31, 2025		0.22%	199.03K	17.84M	-2.9K	-1.44%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.43%	1.27M	114.25M	96.6K	+8.20%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.19%	166.47K	14.92M	-176.73K	-51.50%
Mar 31, 2025	SARGENT INVESTMENT GROUP, LLC	0.19%	166.58K	14.93M	11.75K	+7.59%
Mar 31, 2025	UBS GROUP AG	1.66%	1.48M	132.9M	-127.39K	-7.91%
Mar 31, 2025	MARINER, LLC	0.18%	160.63K	14.4M	-6.51K	-3.90%
Mar 31, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.42%	375.4K	33.65M	-7.05K	-1.84%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.42%	378.26K	33.91M	-78.97K	-17.27%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.27%	243.33K	21.81M	-15.73K	-6.07%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	2.5%	2.23M	200.3M	1.86M	+503.23%
Mar 31, 2025	REGAL INVESTMENT ADVISORS LLC	0.29%	257.69K	23.1M	11.93K	+4.85%
Mar 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.32%	283.29K	25.41M	188.87K	+200.03%
Mar 31, 2025	ARCHER INVESTMENT CORP	0.36%	322.1K	28.87M	7.38K	+2.34%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.47%	417.07K	37.39M	47.24K	+12.77%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.25%	272.12K	23.31M	1.28K	+0.47%
Mar 31, 2024	BENNETT ASSOCIATES WEALTH MANAGEMENT	0.26%	261.97K	22.44M	6.17K	+2.41%
Mar 31, 2024	GRATUS WEALTH ADVISORS, LLC	0.27%	273.49K	22.3M	-3.61K	-1.30%
Mar 31, 2024	ARCHER INVESTMENT CORP	0.29%	291.49K	24.97M	2.18K	+0.75%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.3%	328.34K	28.12M	13.13K	+4.16%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.3%	302.4K	25.9M	-13.22K	-4.19%
Mar 31, 2024	IFG ADVISORY, LLC	0.36%	363.8K	31.16M	-9.04K	-2.42%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.36%	365.82K	31.33M	-19.68K	-5.10%
Mar 31, 2024	AMERICAN FINANCIAL ADVISORS, LLC	0.39%	395.16K	33.85M	-1.91K	-0.48%
Mar 31, 2024	SILVER OAK SECURITIES, INCORPORATED	0.43%	430.96K	36.91M	10.43K	+2.48%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.65%	659.87K	56.52M	49.2K	+8.06%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.8%	808.35K	69.24M	-12K	-1.46%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.8%	890.69K	76.29M	-3.57K	-0.40%
Mar 31, 2024	CETERA ADVISORS LLC	0.85%	863.43K	73.95M	291.77K	+51.04%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.97%	1.07M	92.07M	-106.97K	-9.05%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.06%	1.18M	100.78M	-992.75K	-45.76%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.07%	1.19M	101.72M	-124.88K	-9.52%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	1.23%	1.25M	106.82M	-17.82K	-1.41%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.36%	1.51M	129.39M	-13.84K	-0.91%
Mar 31, 2024	GLOBAL ASSETS ADVISORY, LLC	1.44%	1.46M	17.21M	1.45M	+8,467.21%
Mar 31, 2024	ROYAL BANK OF CANADA	1.46%	1.62M	138.64M	-45.8K	-2.75%
Mar 31, 2024	UBS GROUP AG	1.48%	1.64M	140.82M	-316.48K	-16.14%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.52%	1.68M	144.02M	-318.57K	-15.93%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.73%	1.75M	150.22M	1.75M	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	2.38%	2.64M	226.26M	-3.86K	-0.15%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	2.9%	3.22M	275.49M	-201.24K	-5.89%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.26%	266.33K	22.81M	12.68K	+5.00%
Mar 31, 2024		0.27%	273.49K	22.3M	-3.61K	-1.30%
Mar 31, 2024	CONCURRENT INVESTMENT ADVISORS, LLC	0.28%	285.9K	24.49M	48.63K	+20.49%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	1.54%	1.56M	133.95M	1.03M	+194.99%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	3.42%	3.79M	324.69M	-456.14K	-10.74%
Mar 31, 2024	MORGAN STANLEY	6.17%	6.84M	585.55M	-204.28K	-2.90%
Mar 31, 2024	LPL FINANCIAL LLC	7.2%	7.98M	683.24M	-402.32K	-4.80%
Mar 31, 2024	PFG ADVISORS	0.12%	131.22K	11.24M	-4.07K	-3.01%
Mar 31, 2024	OPPENHEIMER & CO INC	0.12%	131.23K	11.24M	166	+0.13%
Mar 31, 2024	PCG WEALTH ADVISORS, LLC	0.12%	131.61K	11.27M	-17.13K	-11.52%
Mar 31, 2024	GOOD LIFE ADVISORS, LLC	0.13%	140.56K	12.04M	30.06K	+27.21%
Mar 31, 2024	SARGENT INVESTMENT GROUP, LLC	0.13%	144.92K	12.41M	-4.78K	-3.19%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.14%	157.97K	13.53M	21.51K	+15.76%
Mar 31, 2024	VALMARK ADVISERS, INC.	0.15%	161.64K	13.84M	8.14K	+5.30%
Mar 31, 2024	ADVISORY ALPHA, LLC	0.15%	161.78K	13.86M	-8.97K	-5.25%
Mar 31, 2024	WALKNER CONDON FINANCIAL ADVISORS LLC	0.15%	166.26K	14.24M	51.48K	+44.85%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.17%	168.23K	17.73M	-231.34K	-57.90%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.19%	193.94K	16.61M	-15.68K	-7.48%
Mar 31, 2024	SCARBOROUGH ADVISORS, LLC	0.19%	197.57K	16.92B	4.96K	+2.57%
Mar 31, 2024	WESTERN WEALTH MANAGEMENT, LLC	0.2%	201.3K	17.24M	3.33K	+1.68%
Mar 31, 2024	VESTMARK ADVISORY SOLUTIONS, INC.	0.2%	203.67K	17.44M	6.55K	+3.32%
Mar 31, 2024	HBK SORCE ADVISORY LLC	0.21%	209.28K	17.92M	25.02K	+13.58%
Mar 31, 2024	ABLE FINANCIAL GROUP, LLC	0.21%	209.71K	17.96M	-4.82K	-2.25%
Mar 31, 2024	MARINER, LLC	0.21%	210.12K	18M	-55.85K	-21.00%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.47%	479.2K	41.04M	8.72K	+1.85%
Mar 31, 2024	KOWAL INVESTMENT GROUP, LLC	0.48%	489.91K	41.96M	1.51K	+0.31%
Mar 31, 2024	PARK NATIONAL CORP /OH/	0.48%	490.86K	42.04M	-7.07K	-1.42%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.49%	497.91K	42.65M	57	+0.01%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.51%	518.43K	44.4M	2.89K	+0.56%
Mar 31, 2024	FIFTH THIRD SECURITIES, INC.	0.54%	544.32K	46.62M	3.19K	+0.59%
Mar 31, 2024	ERGAWEALTH ADVISORS, INC.	0.22%	218.1K	18.68M	-5.31K	-2.38%
Mar 31, 2024	REGAL INVESTMENT ADVISORS LLC	0.22%	221.29K	18.95M	2.38K	+1.09%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.22%	223.79K	19.17M	1.26K	+0.56%
Mar 31, 2024	SOLANO WEALTH MANAGEMENT, INC.	0.24%	240.27K	20.58M	2.8K	+1.18%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.3%	315.62K	25.26M	85	+0.03%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.3%	315.21K	25.23M	-75.35K	-19.29%
Dec 31, 2023	PROSPERA FINANCIAL SERVICES INC	0.28%	300.25K	24.03M	19.01K	+6.76%
Dec 31, 2023	ARCHER INVESTMENT CORP	0.27%	289.31K	23.16M	446	+0.15%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.26%	270.84K	21.68M	-9.16K	-3.27%
Dec 31, 2023	MARINER, LLC	0.25%	265.98K	21.29M	-220.34K	-45.31%
Dec 31, 2023		0.22%	237.28K	18.99M	237.28K	+100.00%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.24%	253.65K	20.3M	17.75K	+7.53%
Dec 31, 2023	SOLANO WEALTH MANAGEMENT, INC.	0.22%	237.47K	19.01M	5.88K	+2.54%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.22%	234.99K	19.03M	7.5K	+3.30%
Dec 31, 2023	ERGAWEALTH ADVISORS, INC.	0.21%	223.41K	17.88M	-14.9K	-6.25%
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0.21%	222.53K	17.81M	-7.85K	-3.41%
Dec 31, 2023	REGAL INVESTMENT ADVISORS LLC	0.21%	218.9K	17.52M	-3.1K	-1.40%
Dec 31, 2023	ABLE FINANCIAL GROUP, LLC	0.2%	214.53K	17.17M	3.44K	+1.63%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.44%	470.49K	37.66M	5.24K	+1.13%
Dec 31, 2023	SILVER OAK SECURITIES, INCORPORATED	0.4%	420.53K	33.66M	420.53K	+100.00%
Dec 31, 2023	KOWAL INVESTMENT GROUP, LLC	0.46%	488.4K	39.09M	7.97K	+1.66%
Dec 31, 2023	JPMORGAN CHASE & CO	0.46%	492.06K	39.38M	-10.37K	-2.06%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.2%	209.62K	16.78M	-19.77K	-8.62%
Dec 31, 2023	WESTERN WEALTH MANAGEMENT, LLC	0.19%	197.97K	15.85M	-35.1K	-15.06%
Dec 31, 2023	VESTMARK ADVISORY SOLUTIONS, INC.	0.19%	197.13K	15.78M	3.54K	+1.83%
Dec 31, 2023	LPL FINANCIAL LLC	7.91%	8.38M	670.69M	-244.53K	-2.84%
Dec 31, 2023	MORGAN STANLEY	6.64%	7.04M	563.55M	-268.49K	-3.67%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	4.01%	4.25M	339.93M	-51.63K	-1.20%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	3.22%	3.42M	273.55M	-30.14K	-0.87%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2.82%	2.99M	37.31K	2.95M	+7,852.64%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	2.5%	2.65M	211.75M	-159.4K	-5.68%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.47%	497.85K	39.85M	-14.36K	-2.80%
Dec 31, 2023	PARK NATIONAL CORP /OH/	0.47%	497.93K	39.85M	27.9K	+5.94%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.49%	515.54K	41.26M	-26.85K	-4.95%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.5%	530.18K	42.44M	-1.46M	-73.35%
Dec 31, 2023	FIFTH THIRD SECURITIES, INC.	0.51%	541.13K	43.31M	9.41K	+1.77%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.05%	2.17M	173.64M	-218.92K	-9.17%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.84%	894.26K	71.58M	5.56K	+0.63%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.89%	2M	160.11M	-437.8K	-17.96%
Dec 31, 2023	UBS GROUP AG	1.85%	1.96M	156.93M	-28.32K	-1.42%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.12%	1.18M	94.6M	-92.86K	-7.28%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	1.19%	1.26M	101.25M	16.04K	+1.28%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.24%	1.31M	105.01M	-47.31K	-3.48%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.44%	1.52M	122.03M	-85.55K	-5.31%
Dec 31, 2023	SCARBOROUGH ADVISORS, LLC	0.18%	192.62K	15.42M	3.6K	+1.90%
Dec 31, 2023	CETERA ADVISORS LLC	0.54%	571.65K	45.76M	-3.15K	-0.55%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.57%	600.47K	48.06M	45.22K	+8.14%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.58%	610.67K	48.88M	32.96K	+5.71%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.77%	820.35K	65.66M	-3.54K	-0.43%
Dec 31, 2023	ROYAL BANK OF CANADA	1.57%	1.66M	133.22M	-43.86K	-2.57%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.38%	399.56K	32.25M	-51.13K	-11.34%
Dec 31, 2023	AMERICAN FINANCIAL ADVISORS, LLC	0.37%	397.07K	31.78M	-5.86K	-1.45%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.36%	385.5K	30.86M	385.5K	+100.00%
Dec 31, 2023	IFG ADVISORY, LLC	0.35%	372.84K	29.84M	-8.57K	-2.25%

Frequently Asked Questions