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

Who are the major shareholders selling First Trust Small Cap Core AlphaDEX Fund stock?

RFG ADVISORY, LLC, in the last quarter, reduced its stake in FYX by -62.88% restricting it's holding to 11.46 thousand shares of worth nearly $1.65M. ARS WEALTH ADVISORS GROUP, LLC also lessened -13.74% of the FYX shares from its portfolio, reducing its holding to 9.98 thousand shares of worth $1.44M. PARK NATIONAL CORP /OH/ also shunned FYX shares holding by -2.32% last quarter which brought its holding to 22.57 thousand shares worth $3.26M.

Investors who are buying FYX stock?

As per its latest 13F filing, CITY HOLDING CO increased its stake in FYX by 14.38% in the last quarter. The institutional holder raised its holding to 35.86 thousand shares having worth more than $5.17M. ARROW INVESTMENT ADVISORS, LLC also added 100% more shares of FYX to its portfolio, raising its holding to 32.45 thousand shares of worth $4.68M. WILEY BROS.-AINTREE CAPITAL, LLC also increased its FYX shares holding by 42.23% which brought its holding to 20.07 thousand shares worth $2.90M.

FYX's major insiders: who are they?

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

Did an insider recently sell FYX stock?

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

Which insider recently purchased FYX stock?

There have been 0 transaction(s) during the past 6-months in which First Trust Small Cap Core AlphaDEX Fund insiders have bought stock, totalling 0 shares

How much of FYX does insiders own?

Around 0 First Trust Small Cap Core AlphaDEX Fund shares are held by insiders, which represents about N/A of FYX stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FYX?

RFG ADVISORY, LLC is the largest institutional owner in FYX which holds 11.46 thousand shares worth $1.65M or 0.13% of the total FYX shares outstanding followed by CITY HOLDING CO with ownership of 35.86 thousand shares representing 0.37% of the FYX ownership. ARS WEALTH ADVISORS GROUP, LLC is the third largest stakeholder with 9.98 thousand shares or 0.11% of the ownership worth more than $1.44M.

Is First Trust Small Cap Core AlphaDEX Fund 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 FYX is concerned, it is a stock which is optionable.

Is there a short position on FYX's shares?

Number of FYX 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 FYX shares are there?

As of today, null shares of FYX are outstanding.

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

FYX 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 FYX is null.

First Trust Small Cap Core AlphaDEX Fund (FYX) 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. RFG ADVISORY, LLC is the top corporate investor, holding 11.46K shares valued at $1.65M. A 0.13% stake in First Trust Small Cap Core AlphaDEX Fund is owned by the company. CITY HOLDING CO owns 35.86K shares valued at $5.17M, which translates its holding of 0.37% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	RFG ADVISORY, LLC	0.13%	11.46K	1.65M	-19.41K	-62.88%
Jun 30, 2026	CITY HOLDING CO	0.37%	35.86K	5.17M	4.51K	+14.38%
Jun 30, 2026	ARS WEALTH ADVISORS GROUP, LLC	0.11%	9.98K	1.44M	-1.59K	-13.74%
Jun 30, 2026	ARROW INVESTMENT ADVISORS, LLC	0.34%	32.45K	4.68M	32.45K	+100.00%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.21%	20.07K	2.9M	5.96K	+42.23%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.2%	18.9K	2.73M	13.3K	+237.50%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	2.72%	263.07K	37.96M	9.54K	+3.76%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	0.22%	21.71K	3.13M	18.22K	+520.58%
Jun 30, 2026	PARK NATIONAL CORP /OH/	0.23%	22.57K	3.26M	-537	-2.32%
Jun 30, 2026	ROMAN BUTLER FULLERTON & CO	0.25%	24.13K	3.4M	24.13K	+100.00%
Jun 30, 2026	DORSEY WRIGHT & ASSOCIATES	0.28%	27.42K	3.96M	27.42K	+100.00%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.31%	29.81K	4.3M	2.37K	+8.65%
Jun 30, 2026	MAINSAIL FINANCIAL GROUP, LLC	0.46%	44.67K	6.45M	4.44K	+11.04%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.25%	120.33K	17.36M	3.45K	+2.95%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.74%	71.64K	10.07M	-988	-1.36%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.7%	67.76K	9.78M	486	+0.72%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.67%	64.96K	9.37M	-798	-1.21%
Jun 30, 2026	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.61%	59.31K	8.56M	-336	-0.56%
Jun 30, 2026	HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC	0.43%	41.59K	6M	-894	-2.10%
Jun 30, 2026	GENESEE CAPITAL ADVISORS, LLC	1.7%	163.89K	23.65M	96.21K	+142.17%
Jun 30, 2026	JPMORGAN CHASE & CO	0.38%	37.18K	5.33M	-2.26K	-5.74%
Jun 30, 2026	MTM INVESTMENT MANAGEMENT, LLC	0.38%	36.77K	5.31M	504	+1.39%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.38%	36.5K	5.27M	-353	-0.96%
Jun 30, 2026	KEYSTONE FINANCIAL GROUP	0.13%	11.16K	1.61M	-334	-2.91%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.23%	22.11K	3.19M	6.09K	+38.03%
Jun 30, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.31%	29.6K	4.27M	83	+0.28%
Jun 30, 2026	REGAL INVESTMENT ADVISORS LLC	0.31%	29.98K	4.33M	-535	-1.75%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.33%	32.31K	4.56M	385	+1.21%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.38%	36.34K	5.19M	11.03K	+43.58%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.46%	44.4K	6.42M	39	+0.09%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.52%	50.49K	7.28M	-7.92K	-13.56%
Jun 30, 2026	FORTRESS WEALTH GROUP, LLC	0.53%	50.93K	7.2M	48.61K	+2,099.05%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.56%	53.61K	7.74M	1.23K	+2.36%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.56%	54.43K	7.85M	16.7K	+44.26%
Jun 30, 2026	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.69%	66.71K	9.63M	1.18K	+1.81%
Jun 30, 2026		0.36%	31.95K	4.61M	-191	-0.59%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	1.11%	107.6K	15.53M	22.08K	+25.82%
Jun 30, 2026	CATALYST INVESTMENT MANAGEMENT LLC	0.2%	17.58K	2.54M	2.74K	+18.47%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.57%	151.91K	21.92M	23K	+17.85%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.05%	101.27K	14.61M	62.24K	+159.48%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.7%	357.41K	51.57M	-14.14K	-3.80%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.15%	13.69K	1.98M	6.75K	+97.33%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	4.51%	435.61K	62.86M	21.76K	+5.26%
Jun 30, 2026	ROYAL BANK OF CANADA	7.29%	704.08K	101.6M	-4.32K	-0.61%
Jun 30, 2026	IFG ADVISORY, LLC	0.22%	21.52K	3.1M	21.38K	+15,604.38%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.32%	30.59K	4.41M	-395	-1.27%
Jun 30, 2026	TROUTMAN WEALTH MANAGEMENT, LLC	0.33%	31.95K	4.61M	-191	-0.59%
Jun 30, 2026	CRUSONIA WEALTH ADVISORS LLC	0.76%	73.45K	10.6M	-425	-0.58%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.5%	48.58K	7.01M	421	+0.87%
Jun 30, 2026	UBS GROUP AG	4.37%	421.88K	60.88M	117.26K	+38.49%
Jun 30, 2026	MORGAN STANLEY	7.02%	678.08K	97.84M	25.27K	+3.87%
Jun 30, 2026	LPL FINANCIAL LLC	7.08%	683.9K	98.68M	71.85K	+11.74%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	7.41%	715.28K	103.21M	170.92K	+31.40%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.31%	30.03K	4.33M	17.98K	+149.22%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.18%	17.82K	2.57M	-100	-0.56%
Jun 30, 2026	FIFTH THIRD BANCORP	0.22%	21.62K	3.12M	-382	-1.74%
Jun 30, 2026	LAKERIDGE WEALTH MANAGEMENT LLC	0.17%	15.07K	2.17M	-2.16K	-12.56%
Jun 30, 2026	RIGGS ASSET MANAGMENT CO. INC.	0.12%	11.05K	1.59M	11.05K	+100.00%
Jun 30, 2026	CYNDEO WEALTH PARTNERS, LLC	0.12%	10.97K	1.58M	-67	-0.61%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.15%	13.64K	1.97M	6.63K	+94.47%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	13.38K	1.93M	4.46K	+50.06%
Jun 30, 2026	THREE SEASONS WEALTH, LLC	0.14%	12.72K	1.84M	-388	-2.96%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.13%	11.75K	1.7M	-461	-3.78%
Jun 30, 2026	B. RILEY WEALTH ADVISORS, INC.	0.13%	11.69K	1.68M	4	+0.03%
Mar 31, 2026	CITADEL ADVISORS LLC	0.3%	29.58K	3.53M	19.69K	+199.02%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.54%	52.38K	6.25M	-705	-1.33%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.5%	48.16K	5.75M	736	+1.55%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.46%	44.37K	5.3M	1.51K	+3.51%
Mar 31, 2026	HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC	0.44%	42.48K	5.07M	-3.75K	-8.11%
Mar 31, 2026	MAINSAIL FINANCIAL GROUP, LLC	0.41%	40.23K	4.8M	64	+0.16%
Mar 31, 2026	JPMORGAN CHASE & CO	0.41%	39.44K	4.58M	1.93K	+5.15%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.18%	17.92K	2.14M	-194	-1.07%
Mar 31, 2026		0.15%	14.84K	1.95M	216	+1.48%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.17%	14.11K	1.68M	-519	-3.55%
Mar 31, 2026	MARIDEA WEALTH MANAGEMENT LLC	0.16%	12.78K	1.52M	4.83K	+60.75%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	2.61%	253.53K	30.26M	14.56K	+6.09%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.75%	72.63K	9.57M	1.29K	+1.80%
Mar 31, 2026	GENESEE CAPITAL ADVISORS, LLC	0.7%	67.68K	8.08M	-539	-0.79%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.69%	67.28K	8.03M	-18.04K	-21.14%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.68%	65.76K	7.85M	-881	-1.32%
Mar 31, 2026	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.67%	65.53K	7.82M	32.27K	+97.05%
Mar 31, 2026	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.61%	59.65K	7.12M	-2.66K	-4.26%
Mar 31, 2026	RFG ADVISORY, LLC	0.32%	30.87K	3.68M	30.87K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.4%	39.03K	4.66M	6.72K	+20.82%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.39%	37.73K	4.5M	-459	-1.20%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.38%	36.86K	4.4M	464	+1.28%
Mar 31, 2026	MTM INVESTMENT MANAGEMENT, LLC	0.37%	36.26K	4.33M	621	+1.74%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.33%	31.93K	3.86M	1.5K	+4.93%
Mar 31, 2026	LAKERIDGE WEALTH MANAGEMENT LLC	0.18%	17.24K	2.06M	265	+1.56%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.6%	58.41K	6.97M	2.48K	+4.43%
Mar 31, 2026	LPL FINANCIAL LLC	6.3%	612.05K	73.05M	28.81K	+4.94%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.33%	128.91K	15.39M	-2.29K	-1.74%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.2%	116.88K	13.95M	13.58K	+13.14%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.88%	85.52K	10.21M	10.39K	+13.83%
Mar 31, 2026	VIRTU FINANCIAL LLC	0.22%	21.12K	2.52M	21.12K	+100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0.23%	22K	2.63M	22K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0.23%	22.47K	2.68M	22.47K	+100.00%
Mar 31, 2026	PARK NATIONAL CORP /OH/	0.24%	23.11K	2.76M	-267	-1.14%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.16%	16.02K	1.81M	773	+5.07%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.26%	25.31K	2.97M	6.63K	+35.47%
Mar 31, 2026	UBS GROUP AG	3.14%	304.62K	36.36M	52.55K	+20.85%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.83%	371.54K	44.34M	51	+0.01%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	4.26%	413.85K	49.4M	142.95K	+52.77%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	5.61%	544.36K	64.97M	-4.37K	-0.80%
Mar 31, 2026	MORGAN STANLEY	6.72%	652.81K	77.92M	-14.59K	-2.19%
Mar 31, 2026	G&S CAPITAL LLC	0.12%	9.56K	1.14M	-271	-2.76%
Mar 31, 2026	TRIUMPH CAPITAL MANAGEMENT	0.14%	11.3K	1.35M	-1.71K	-13.13%
Mar 31, 2026	KEYSTONE FINANCIAL GROUP	0.14%	11.49K	1.37M	-2.96K	-20.46%
Mar 31, 2026	CYNDEO WEALTH PARTNERS, LLC	0.14%	11.03K	1.32M	22	+0.20%
Mar 31, 2026	B. RILEY WEALTH ADVISORS, INC.	0.14%	11.69K	1.36M	-3.27K	-21.86%
Mar 31, 2026	ARS WEALTH ADVISORS GROUP, LLC	0.15%	11.57K	1.38M	1	+0.01%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.15%	12.21K	1.46M	1.34K	+12.29%
Mar 31, 2026	THREE SEASONS WEALTH, LLC	0.16%	13.11K	1.56M	-972	-6.90%
Mar 31, 2026	CITY HOLDING CO	0.32%	31.35K	3.74M	5.57K	+21.60%
Mar 31, 2026	ROYAL BANK OF CANADA	7.29%	708.4K	84.55M	103.92K	+17.19%
Mar 31, 2026	CWM, LLC	0.27%	25.84K	3.08M	-1.08K	-4.02%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.28%	27.44K	3.27M	10.39K	+60.94%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.3%	29.51K	3.52M	2.07K	+7.55%
Mar 31, 2026	REGAL INVESTMENT ADVISORS LLC	0.31%	30.52K	3.64M	2	+0.01%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.32%	30.99K	3.7M	-3.86K	-11.06%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.21%	20.67K	2.47M	20.67K	+100.00%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.19%	15.24K	1.72M	-1.03K	-6.35%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.43%	34.84K	3.94M	780	+2.29%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.41%	31.01K	3.54M	52	+0.17%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.4%	30.42K	3.59M	-797	-2.55%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.4%	32.3K	3.65M	-1.23K	-3.66%
Dec 31, 2025	COMERICA BANK	0.29%	21.79K	2.47M	-1.25K	-5.44%
Dec 31, 2025	IFG ADVISORY, LLC	0.25%	20.21K	2.29M	-224	-1.10%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.21%	17.05K	1.93M	-923	-5.14%
Dec 31, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.41%	33.26K	3.76M	398	+1.21%
Dec 31, 2025	PARK NATIONAL CORP /OH/	0.31%	23.38K	2.64M	-580	-2.42%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.24%	18.12K	2.05M	-217	-1.18%
Dec 31, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.1%	7.95K	899.16K	1.04K	+15.01%
Dec 31, 2025	DAYMARK WEALTH PARTNERS, LLC	0.09%	7.15K	808.79K	-954	-11.77%
Dec 31, 2025	TCFG WEALTH MANAGEMENT, LLC	0.09%	7.29K	824.46K	-22	-0.30%
Dec 31, 2025	MORGAN STANLEY	8.18%	667.4K	75.51M	42.5K	+6.80%
Dec 31, 2025	LPL FINANCIAL LLC	7.17%	583.24K	65.99M	-2.9K	-0.49%
Dec 31, 2025	ARS WEALTH ADVISORS GROUP, LLC	0.15%	11.57K	1.31M	-895	-7.18%
Dec 31, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.44%	35.64K	4.03M	649	+1.85%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.44%	36.39K	4.12M	-901	-2.42%
Dec 31, 2025	JPMORGAN CHASE & CO	0.45%	37.51K	4.24M	-5.76K	-13.31%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.47%	38.19K	4.32M	-6K	-13.58%
Dec 31, 2025	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.82%	62.3K	7.05M	422	+0.68%
Dec 31, 2025	GENESEE CAPITAL ADVISORS, LLC	0.89%	68.22K	7.72M	7.99K	+13.27%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.94%	71.34K	8.63M	-255	-0.36%
Dec 31, 2025	KEYSTONE FINANCIAL GROUP	0.18%	14.45K	1.63M	-443	-2.98%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.27%	270.9K	30.65M	-15.84K	-5.52%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.55%	371.49K	42.03M	-12.33K	-3.21%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	6.73%	548.73K	62.08M	-11.98K	-2.14%
Dec 31, 2025	US BANCORP \DE\	0.11%	8.22K	929.57K	3.54K	+75.56%
Dec 31, 2025	G&S CAPITAL LLC	0.13%	9.83K	1.11M	9.83K	+100.00%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.14%	10.87K	1.23M	-954	-8.07%
Dec 31, 2025	CYNDEO WEALTH PARTNERS, LLC	0.14%	11.01K	1.25M	8	+0.07%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	12.06K	1.36M	-5.22K	-30.22%
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.16%	13.01K	1.47M	595	+4.79%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.16%	13.24K	1.5M	-1.03K	-7.21%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.23%	18.68K	2.11M	1.3K	+7.47%
Dec 31, 2025	ROYAL BANK OF CANADA	7.41%	604.48K	68.39M	71.94K	+13.51%
Dec 31, 2025	FORTRESS WEALTH GROUP, LLC	0.31%	23.36K	2.8M	23.36K	+100.00%
Dec 31, 2025	CWM, LLC	0.33%	26.92K	3.05M	-1.34K	-4.72%
Dec 31, 2025	CITY HOLDING CO	0.34%	25.78K	2.92M	2.59K	+11.15%
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.36%	27.44K	3.1M	-900	-3.18%
Dec 31, 2025	REGAL INVESTMENT ADVISORS LLC	0.37%	30.52K	3.45M	-79	-0.26%
Dec 31, 2025		0.22%	17.07K	1.93M	2.34K	+15.91%
Dec 31, 2025	THREE SEASONS WEALTH, LLC	0.18%	14.08K	1.59M	-488	-3.35%
Dec 31, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.22%	16.97K	1.92M	-26.91K	-61.32%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.99%	75.13K	8.5M	1.4K	+1.90%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.03%	85.31K	9.65M	-55	-0.06%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.27%	103.3K	11.69M	15.16K	+17.20%
Dec 31, 2025	B. RILEY WEALTH ADVISORS, INC.	0.18%	14.96K	1.69M	-571	-3.68%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.53%	42.86K	4.86M	-17.87K	-29.42%
Dec 31, 2025	MAINSAIL FINANCIAL GROUP, LLC	0.53%	40.17K	4.54M	795	+2.02%
Dec 31, 2025	HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC	0.57%	46.23K	5.23M	-981	-2.08%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.62%	47.42K	5.37M	343	+0.73%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.69%	55.93K	6.33M	-766	-1.35%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.7%	53.08K	6.01M	-4.27K	-7.44%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.82%	66.64K	7.54M	37	+0.06%
Dec 31, 2025	MAIN LINE RETIREMENT ADVISORS, LLC	1.32%	101K	9.25M	101K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.61%	131.2K	14.84M	-11.36K	-7.97%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	2.94%	238.96K	27.04M	96.76K	+68.04%
Dec 31, 2025	UBS GROUP AG	3.09%	252.08K	28.52M	-39.1K	-13.43%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.7%	56.69K	6.18M	-5.25K	-8.48%
Sep 30, 2025	GENESEE CAPITAL ADVISORS, LLC	0.74%	60.22K	6.56M	140	+0.23%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.76%	142.55K	15.54M	9.15K	+6.86%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.05%	85.37K	9.3M	-2.02K	-2.31%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.38%	30.96K	3.37M	520	+1.71%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.38%	31.22K	3.4M	-472	-1.49%
Sep 30, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.4%	32.86K	3.58M	-414	-1.24%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.82%	66.6K	7.26M	-333	-0.50%
Sep 30, 2025	CYNDEO WEALTH PARTNERS, LLC	0.14%	11K	1.2M	-1.77K	-13.83%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.15%	11.83K	1.29M	-750	-5.96%
Sep 30, 2025	MORGAN STANLEY	7.7%	624.89K	68.1M	-9.05K	-1.43%
Sep 30, 2025	ARS WEALTH ADVISORS GROUP, LLC	0.15%	12.46K	1.36M	-13	-0.10%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.21%	17.39K	1.89M	1.96K	+12.72%
Sep 30, 2025	COMERICA BANK	0.28%	23.04K	2.51M	-1.83K	-7.37%
Sep 30, 2025	CITY HOLDING CO	0.29%	23.2K	2.53M	1.97K	+9.30%
Sep 30, 2025	PARK NATIONAL CORP /OH/	0.3%	23.96K	2.61M	-3.09K	-11.42%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.41%	33.53K	3.65M	-7.05K	-17.38%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.88%	71.6K	7.97M	1.98K	+2.85%
Sep 30, 2025	CWM, LLC	0.35%	28.26K	3.08M	59	+0.21%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.75%	142.21K	15.5M	580	+0.41%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.75%	60.73K	6.57M	-1.63K	-2.62%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.54%	44.19K	4.82M	1.45K	+3.40%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.22%	17.97K	1.96M	2.35K	+15.01%
Sep 30, 2025	KEYSTONE FINANCIAL GROUP	0.18%	14.89K	1.62M	1.43K	+10.61%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	3.53%	286.74K	31.25M	-74.89K	-20.71%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.59%	47.08K	5.13M	1.66K	+3.66%
Sep 30, 2025	HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC	0.58%	47.21K	5.15M	-261	-0.55%
Sep 30, 2025	MAINSAIL FINANCIAL GROUP, LLC	0.48%	39.37K	4.29M	819	+2.12%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.71%	57.35K	6.25M	-9.35K	-14.02%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.91%	73.72K	8.03M	3.67K	+5.23%
Sep 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.38%	30.6K	3.33M	-326	-1.05%
Sep 30, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.54%	43.88K	4.78M	-8.34K	-15.98%
Sep 30, 2025	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.76%	61.88K	6.74M	-346	-0.56%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.23%	18.33K	2M	0	0
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.42%	34.06K	3.71M	-60.64K	-64.03%
Sep 30, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.43%	34.99K	3.81M	-232	-0.66%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.46%	37.29K	4.06M	73	+0.20%
Sep 30, 2025	UBS GROUP AG	3.59%	291.17K	31.73M	76.62K	+35.71%
Sep 30, 2025	ROYAL BANK OF CANADA	6.56%	532.54K	58.04M	65.73K	+14.08%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.19%	15.53K	1.69M	1.88K	+13.78%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.2%	16.07K	1.75M	903	+5.95%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.2%	16.28K	1.77M	-51	-0.31%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.21%	17.28K	1.88M	17.28K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.73%	383.81K	41.83M	-25.07K	-6.13%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	6.91%	560.71K	61.11M	-15.95K	-2.77%
Sep 30, 2025	JPMORGAN CHASE & CO	0.53%	43.27K	4.72M	715	+1.68%
Sep 30, 2025	OPPENHEIMER & CO INC	0.06%	5.06K	551.23K	0	0
Sep 30, 2025	KEYSTONE WEALTH SERVICES, LLC	0.06%	5.26K	573.02K	0	0
Sep 30, 2025	KPP ADVISORY SERVICES LLC	0.07%	5.48K	597.28K	-140	-2.49%
Sep 30, 2025	STEPHENS INC /AR/	0.07%	5.5K	599.4K	0	0
Sep 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.07%	5.76K	627.73K	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	5.83K	634.86K	179	+3.17%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.07%	5.87K	639.61K	-20	-0.34%
Sep 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.09%	6.91K	765.82K	701	+11.29%
Sep 30, 2025	ROOT FINANCIAL PARTNERS, LLC	0.09%	7.13K	777.39K	513	+7.75%
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.09%	7.35K	800.72K	1.21K	+19.77%
Sep 30, 2025	POTENTIA WEALTH	0.09%	7.57K	824.44K	-779	-9.34%
Sep 30, 2025	DAYMARK WEALTH PARTNERS, LLC	0.1%	8.1K	882.96K	379	+4.91%
Sep 30, 2025	IFG ADVISORY, LLC	0.25%	20.44K	2.23M	-1.12K	-5.18%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.18%	14.27K	1.55M	4.67K	+48.60%
Sep 30, 2025	LPL FINANCIAL LLC	7.22%	586.14K	63.88M	-37.12K	-5.96%
Sep 30, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.11%	8.87K	967.03K	-2.99K	-25.22%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.09%	88.14K	9.61M	-80.7K	-47.79%
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.35%	28.34K	3.09M	591	+2.13%
Sep 30, 2025	THREE SEASONS WEALTH, LLC	0.18%	14.57K	1.59M	-71	-0.49%
Sep 30, 2025		0.18%	14.73K	1.6M	73	+0.50%
Jun 30, 2025	KEYSTONE WEALTH SERVICES, LLC	0.07%	5.26K	511.5K	-776	-12.86%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.86%	66.94K	6.51M	-21.75K	-24.52%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.48%	37.22K	3.62M	-506	-1.34%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.39%	30.44K	2.96M	500	+1.67%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.24%	18.56K	1.81M	-2.08K	-10.08%
Jun 30, 2025	CITADEL ADVISORS LLC	0.21%	16.55K	1.61M	-32.32K	-66.13%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.21%	16.33K	1.59M	715	+4.58%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.2%	15.63K	1.52M	-4.67K	-22.99%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.2%	15.42K	1.49M	984	+6.81%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	1.22%	94.7K	9.21M	10.47K	+12.43%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.13%	87.39K	8.5M	-54.81K	-38.54%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.86%	66.69K	6.49M	50.63K	+315.17%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.3%	23.19K	2.26M	804	+3.59%
Jun 30, 2025	CITY HOLDING CO	0.27%	21.22K	2.06M	2.77K	+14.98%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.9%	70.06K	6.82M	70.06K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.29%	22.78K	2.22M	-9.78K	-30.04%
Jun 30, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.45%	35.22K	3.43M	1.23K	+3.62%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.41%	31.69K	3.19M	1.23K	+4.02%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.2%	15.17K	1.48M	9.5K	+167.67%
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.18%	13.65K	1.33M	13.65K	+100.00%
Jun 30, 2025	KEYSTONE FINANCIAL GROUP	0.17%	13.46K	1.31M	-524	-3.75%
Jun 30, 2025	CYNDEO WEALTH PARTNERS, LLC	0.16%	12.77K	1.24M	-92	-0.72%
Jun 30, 2025	ARS WEALTH ADVISORS GROUP, LLC	0.16%	12.48K	1.21M	1	+0.01%
Jun 30, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.15%	11.86K	1.15M	-6.34K	-34.81%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.12%	9.6K	934.01K	33	+0.34%
Jun 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.11%	8.53K	829.41K	2.1K	+32.60%
Jun 30, 2025	DAYMARK WEALTH PARTNERS, LLC	0.1%	7.72K	751.29K	-303	-3.78%
Jun 30, 2025	TCFG WEALTH MANAGEMENT, LLC	0.1%	7.45K	724.74K	-309	-3.98%
Jun 30, 2025	ROOT FINANCIAL PARTNERS, LLC	0.09%	6.62K	644.02K	-769	-10.41%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.08%	6.43K	625.13K	416	+6.92%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.08%	6.32K	614.95K	157	+2.55%
Jun 30, 2025		0.19%	14.65K	1.43M	14.65K	+100.00%
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.08%	6.13K	596.75K	541	+9.67%
Jun 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.07%	5.76K	560.33K	-326	-5.36%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	5.65K	549.2K	-268	-4.53%
Jun 30, 2025	KPP ADVISORY SERVICES LLC	0.07%	5.62K	546.77K	0	0
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.07%	5.52K	536.6K	-11.48K	-67.54%
Jun 30, 2025	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.8%	62.23K	6.05M	2.39K	+4.00%
Jun 30, 2025	HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC	0.61%	47.47K	4.62M	-22.82K	-32.46%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.59%	45.42K	4.42M	16	+0.04%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.55%	42.74K	4.16M	-5.45K	-11.31%
Jun 30, 2025	JPMORGAN CHASE & CO	0.55%	42.55K	4.14M	-91.99K	-68.37%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.52%	40.58K	3.95M	-4.18K	-9.34%
Jun 30, 2025	MAINSAIL FINANCIAL GROUP, LLC	0.5%	38.56K	3.78M	950	+2.53%
Jun 30, 2025	CWM, LLC	0.36%	28.2K	2.74M	-28.01K	-49.83%
Jun 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.36%	27.75K	2.7M	714	+2.64%
Jun 30, 2025	COMERICA BANK	0.32%	24.88K	2.42M	-17	-0.07%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.29%	22.68K	2.21M	18.61K	+457.11%
Jun 30, 2025	IFG ADVISORY, LLC	0.28%	21.55K	2.1M	-21.44K	-49.87%
Jun 30, 2025	UBS GROUP AG	2.76%	214.56K	20.87M	11.61K	+5.72%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.18%	168.84K	16.42M	109.17K	+182.97%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.83%	141.63K	13.78M	-109.31K	-43.56%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.72%	133.4K	12.98M	-6.4K	-4.58%
Jun 30, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.43%	33.27K	3.24M	4.2K	+14.46%
Jun 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.4%	30.92K	3.01M	-860	-2.71%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.06%	4.7K	456.73K	-685	-12.73%
Jun 30, 2025	INDEPENDENT WEALTH NETWORK INC.	0.06%	4.65K	452.39K	71	+1.55%
Jun 30, 2025	MAIN LINE RETIREMENT ADVISORS, LLC	0.06%	4.55K	442.74K	-109.14K	-96.00%
Jun 30, 2025	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.06%	4.39K	427.08K	2	+0.05%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.06%	4.35K	423.04K	-1	-0.02%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.05%	3.64K	353.87K	258	+7.63%
Jun 30, 2025	ELEMENT WEALTH, LLC	0.05%	3.53K	343.2K	0	0
Jun 30, 2025	PRIVATE TRUST CO NA	0.04%	3.08K	299.61K	107	+3.60%
Jun 30, 2025	TFG ADVISERS LLC	0.04%	3K	292.02K	-459	-13.26%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.04%	2.88K	280K	1	+0.03%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.04%	2.77K	269.17K	-750	-21.33%
Jun 30, 2025	STEPHENS INC /AR/	0.07%	5.5K	535.04K	0	0
Jun 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0.06%	4.81K	468.28K	0	0
Jun 30, 2025	PARK NATIONAL CORP /OH/	0.35%	27.04K	2.63M	-9.42K	-25.84%
Jun 30, 2025	MORGAN STANLEY	8.17%	633.94K	61.67M	-134.15K	-17.47%
Jun 30, 2025	LPL FINANCIAL LLC	8.03%	623.26K	60.63M	20.36K	+3.38%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	7.43%	576.65K	56.1M	-53.27K	-8.46%
Jun 30, 2025	ROYAL BANK OF CANADA	6.02%	466.8K	45.41M	89.49K	+23.72%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	5.27%	408.89K	39.78M	-35.88K	-8.07%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	4.66%	361.63K	35.18M	-81.16K	-18.33%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.9%	69.62K	7.12M	-622	-0.89%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.8%	61.94K	6.03M	-1.38K	-2.18%
Jun 30, 2025	GENESEE CAPITAL ADVISORS, LLC	0.77%	60.08K	5.84M	1.46K	+2.48%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.8%	62.36K	6.07M	6.06K	+10.76%
Jun 30, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.67%	52.22K	5.08M	40.84K	+358.72%
Jun 30, 2025	THREE SEASONS WEALTH, LLC	0.19%	14.64K	1.42M	-613	-4.02%
Mar 31, 2025	CITADEL ADVISORS LLC	0.6%	48.87K	4.4M	48.87K	+100.00%
Mar 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.66%	53.67K	4.84M	-4.89K	-8.35%
Mar 31, 2025	MAIN LINE RETIREMENT ADVISORS, LLC	1.4%	113.69K	10.24M	637	+0.56%
Mar 31, 2025	JPMORGAN CHASE & CO	1.65%	134.54K	12.12M	4.96K	+3.83%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.72%	139.8K	12.6M	42.06K	+43.03%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.75%	142.2K	12.81M	24.17K	+20.48%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	5.46%	444.77K	40.07M	17.38K	+4.07%
Mar 31, 2025	LPL FINANCIAL LLC	7.4%	602.9K	54.31M	8.24K	+1.39%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	7.73%	629.93K	56.75M	-11.38K	-1.77%
Mar 31, 2025	MORGAN STANLEY	9.43%	768.09K	69.2M	-35.27K	-4.39%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.25%	20.64K	1.86M	16.22K	+366.57%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.27%	22.38K	2.02M	22.38K	+100.00%
Mar 31, 2025	GENESEE CAPITAL ADVISORS, LLC	0.72%	58.63K	5.28M	-2.92K	-4.75%
Mar 31, 2025	REGAL INVESTMENT ADVISORS LLC	0.39%	31.78K	2.86M	1.04K	+3.38%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.78%	63.33K	5.71M	-1.55K	-2.39%
Mar 31, 2025	UBS GROUP AG	2.49%	202.95K	18.28M	-3.08K	-1.50%
Mar 31, 2025	JANE STREET GROUP, LLC	0.4%	32.56K	2.93M	28.53K	+707.14%
Mar 31, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.42%	33.99K	3.08M	339	+1.01%
Mar 31, 2025	PARK NATIONAL CORP /OH/	0.45%	36.47K	3.29M	-1.82K	-4.76%
Mar 31, 2025	CWM, LLC	0.69%	56.21K	5.06M	2.46K	+4.58%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	15.32K	1.38M	-14.59K	-48.77%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.21%	16.99K	1.53M	16.99K	+100.00%
Mar 31, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.22%	18.2K	1.64M	-4.96K	-21.42%
Mar 31, 2025	CITY HOLDING CO	0.23%	18.46K	1.66M	2.27K	+14.02%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.25%	20.29K	1.83M	3.62K	+21.73%
Mar 31, 2025	MAINSAIL FINANCIAL GROUP, LLC	0.46%	37.61K	3.39M	1.72K	+4.78%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.46%	37.73K	3.4M	-729	-1.90%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	5.44%	442.79K	39.89M	-1.07K	-0.24%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.73%	59.67K	5.38M	43.99K	+280.59%
Mar 31, 2025	IFG ADVISORY, LLC	0.53%	43K	3.87M	-2.44K	-5.38%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.55%	44.76K	4.03M	963	+2.20%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.18%	14.44K	1.31M	118	+0.82%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	1.03%	84.23K	7.59M	2.06K	+2.51%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.09%	88.68K	7.99M	705	+0.80%
Mar 31, 2025		0.19%	15.25K	1.37M	-643	-4.05%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.19%	15.61K	1.41M	1.47K	+10.42%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.2%	16.06K	1.45M	-229	-1.41%
Mar 31, 2025	COMERICA BANK	0.31%	24.89K	2.24M	664	+2.74%
Mar 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.33%	27.04K	2.44M	559	+2.11%
Mar 31, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.36%	29.07K	2.62M	670	+2.36%
Mar 31, 2025	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.73%	59.84K	5.39M	-64.53K	-51.89%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.86%	70.24K	6.21M	713	+1.03%
Mar 31, 2025	HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC	0.86%	70.29K	6.33M	-177.9K	-71.68%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.56%	45.4K	4.09M	978	+2.20%
Mar 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.37%	29.94K	2.72M	277	+0.93%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.37%	30.47K	2.74M	1.28K	+4.38%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.69%	56.31K	5.08M	-8.76K	-13.46%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	3.08%	250.94K	22.61M	-24.6K	-8.93%
Mar 31, 2025	ROYAL BANK OF CANADA	4.63%	377.32K	33.99M	-1.18K	-0.31%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.59%	48.18K	4.34M	1.56K	+3.34%
Mar 31, 2024	DAYMARK WEALTH PARTNERS, LLC	0.08%	8.37K	780.31K	-823	-8.95%
Mar 31, 2024	BISON WEALTH, LLC	0.09%	8.78K	818.4K	344	+4.08%
Mar 31, 2024	CYNDEO WEALTH PARTNERS, LLC	0.09%	8.89K	828.62K	175	+2.01%
Mar 31, 2024	PCA INVESTMENT ADVISORY SERVICES INC.	0.09%	9.12K	850.06K	352	+4.02%
Mar 31, 2024	ROOT FINANCIAL PARTNERS, LLC	0.1%	9.85K	918.26K	-26	-0.26%
Mar 31, 2024	LAKERIDGE WEALTH MANAGEMENT LLC	0.1%	10.31K	961.44K	-213	-2.02%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.1%	10.61K	989K	-571	-5.11%
Mar 31, 2024	LVZ, INC.	0.11%	11.71K	1.09M	-10.95K	-48.31%
Mar 31, 2024	MORGAN STANLEY	6.85%	702K	65.45M	20.67K	+3.03%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.2%	18.16K	1.69M	-1.01K	-5.24%
Mar 31, 2024	G&S CAPITAL LLC	0.13%	12.26K	1.14M	40	+0.33%
Mar 31, 2024	ARS WEALTH ADVISORS GROUP, LLC	0.15%	13.98K	1.3M	-45	-0.32%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.16%	14.94K	1.39M	-1.73K	-10.37%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.18%	16.18K	1.51M	652	+4.20%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	16.74K	1.56M	2.33K	+16.14%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.19%	19.26K	1.8M	825	+4.47%
Mar 31, 2024	COPPELL ADVISORY SOLUTIONS CORP.	0.19%	17.63K	1.64M	17.63K	+100.00%
Mar 31, 2024	COMERICA BANK	0.22%	22.35K	2.08M	293	+1.33%
Mar 31, 2024	PARK NATIONAL CORP /OH/	0.94%	86.07K	8.02M	-1.82K	-2.08%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	1.07%	97.96K	9.13M	-7.47K	-7.09%
Mar 31, 2024	CETERA ADVISORS LLC	1.1%	101.37K	9.45M	79.26K	+358.56%
Mar 31, 2024	MAIN LINE RETIREMENT ADVISORS, LLC	1.17%	107.09K	9.98M	6.09K	+6.03%
Mar 31, 2024	JPMORGAN CHASE & CO	1.3%	133.14K	12.41M	109.4K	+460.84%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	2.19%	200.49K	18.69M	95.93K	+91.75%
Mar 31, 2024	ROYAL BANK OF CANADA	3.75%	384.63K	35.86M	15.06K	+4.07%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	4.42%	452.9K	42.23M	15.3K	+3.50%
Mar 31, 2024	RETIREMENT GUYS FORMULA LLC	0.25%	22.69K	2.12M	-2.72K	-10.70%
Mar 31, 2024	PERENNIAL INVESTMENT ADVISORS, LLC	0.25%	23.39K	2.18M	-2.07K	-8.14%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	0.27%	24.36K	2.27M	471	+1.97%
Mar 31, 2024	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.32%	29.5K	2.75M	-2.65K	-8.25%
Mar 31, 2024	SILVER OAK SECURITIES, INCORPORATED	0.33%	30.18K	2.81M	1.52K	+5.31%
Mar 31, 2024	REGAL INVESTMENT ADVISORS LLC	0.33%	30.25K	2.82M	-50.92K	-62.73%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.35%	35.58K	3.32M	20.43K	+134.92%
Mar 31, 2024	MAINSAIL FINANCIAL GROUP, LLC	0.35%	32.43K	3.02M	286	+0.89%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.38%	39.04K	3.64M	3.84K	+10.92%
Mar 31, 2024	MTM INVESTMENT MANAGEMENT, LLC	0.39%	36.03K	3.36M	-1.93K	-5.08%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.4%	41.5K	3.87M	355	+0.86%
Mar 31, 2024	SWEET FINANCIAL PARTNERS, LLC	0.43%	39.05K	3.64M	5.22K	+15.41%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.46%	46.91K	4.37M	-425	-0.90%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.51%	52.23K	4.87M	488	+0.94%
Mar 31, 2024	IFG ADVISORY, LLC	0.59%	54.17K	5.05M	-3.83K	-6.61%
Mar 31, 2024	WESTERN WEALTH MANAGEMENT, LLC	0.64%	59.08K	5.51M	-4.89K	-7.64%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.65%	59.58K	5.56M	59.58K	+100.00%
Mar 31, 2024	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.72%	66.21K	5.93M	1.58K	+2.45%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.86%	78.6K	7.33M	-4.89K	-5.85%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.86%	78.85K	7.35M	8.88K	+12.68%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.9%	82.33K	7.68M	-22.52K	-21.48%
Mar 31, 2024	WEALTH ALLIANCE ADVISORY GROUP, LLC	1.31%	120.63K	11.25M	6.05K	+5.28%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.33%	136.84K	12.76M	6.53K	+5.01%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.84%	189.06K	17.63M	8.1K	+4.48%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	2.01%	206.53K	19.26M	-55.93K	-21.31%
Mar 31, 2024	UBS GROUP AG	2.09%	214.53K	20M	-2.39K	-1.10%
Mar 31, 2024	HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC	2.55%	234.11K	21.83M	1.55K	+0.67%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	2.81%	288.22K	26.87M	64.33K	+28.73%
Mar 31, 2024	LPL FINANCIAL LLC	5.23%	536.61K	50.03M	-18.71K	-3.37%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	5.68%	581.8K	54.25M	60.3K	+11.56%
Mar 31, 2024	VESTMARK ADVISORY SOLUTIONS, INC.	0.64%	58.27K	5.43M	1.65K	+2.91%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.64%	65.4K	6.1M	-10.33K	-13.63%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.08%	8.31K	774.7K	774	+10.27%
Dec 31, 2023	WEALTH ALLIANCE ADVISORY GROUP, LLC	1.23%	114.58K	10.49M	4.09K	+3.70%
Dec 31, 2023		1.08%	101K	9.25M	101K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.39%	130.31K	11.93M	18.6K	+16.65%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.93%	180.96K	16.57M	15.84K	+9.60%
Dec 31, 2023	UBS GROUP AG	2.32%	216.92K	19.86M	-2.55K	-1.16%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	2.39%	223.89K	20.5M	23.07K	+11.49%
Dec 31, 2023	HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC	2.49%	232.56K	21.29M	10.73K	+4.84%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	2.81%	262.46K	24.03M	42.1K	+19.10%
Dec 31, 2023	ROYAL BANK OF CANADA	3.95%	369.57K	33.84M	-40.81K	-9.94%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	4.68%	437.6K	40.07M	-1.39K	-0.32%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	5.58%	521.5K	47.75M	-77.79K	-12.98%
Dec 31, 2023	LPL FINANCIAL LLC	5.94%	555.31K	50.84M	-68.27K	-10.95%
Dec 31, 2023	MORGAN STANLEY	7.28%	681.33K	62.38M	-129.6K	-15.98%
Dec 31, 2023	ARS WEALTH ADVISORS GROUP, LLC	0.15%	14.03K	1.28M	-1.03K	-6.82%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.15%	14.41K	1.32M	8.12K	+128.94%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.17%	15.53K	1.42M	328	+2.16%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.18%	16.67K	1.53M	5.56K	+50.01%
Dec 31, 2023	MONECO ADVISORS, LLC	0.19%	17.65K	1.62M	-2.43K	-12.08%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.2%	18.44K	1.69M	1.3K	+7.59%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.2%	19.16K	1.75M	624	+3.37%
Dec 31, 2023	BELPOINTE ASSET MANAGEMENT LLC	0.21%	19.64K	1.8M	-1.34K	-6.39%
Dec 31, 2023	COMERICA BANK	0.24%	22.06K	2.02M	-142	-0.64%
Dec 31, 2023	CETERA ADVISORS LLC	0.24%	22.11K	2.02M	266	+1.22%
Dec 31, 2023	LVZ, INC.	0.24%	22.66K	2.07M	-2.35K	-9.41%
Dec 31, 2023	JPMORGAN CHASE & CO	0.25%	23.74K	2.17M	19.84K	+509.16%
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	0.26%	23.88K	2.19M	1.27K	+5.63%
Dec 31, 2023	RETIREMENT GUYS FORMULA LLC	0.27%	25.41K	2.33M	-870	-3.31%
Dec 31, 2023	PERENNIAL INVESTMENT ADVISORS, LLC	0.27%	25.46K	2.33M	-4.13K	-13.96%
Dec 31, 2023	SILVER OAK SECURITIES, INCORPORATED	0.31%	28.66K	2.62M	1.42K	+5.20%
Dec 31, 2023	MAINSAIL FINANCIAL GROUP, LLC	0.34%	32.14K	2.77M	2.37K	+7.98%
Dec 31, 2023	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.34%	32.16K	2.94M	-2.43K	-7.02%
Dec 31, 2023	SWEET FINANCIAL PARTNERS, LLC	0.36%	33.84K	3.1M	10.01K	+42.01%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.38%	35.19K	3.22M	189	+0.54%
Dec 31, 2023	MTM INVESTMENT MANAGEMENT, LLC	0.41%	37.96K	3.48M	-488	-1.27%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.44%	41.14K	3.77M	3.52K	+9.35%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.51%	47.33K	4.33M	-2.48K	-4.97%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.55%	51.75K	4.74M	-1.43K	-2.68%
Dec 31, 2023	VESTMARK ADVISORY SOLUTIONS, INC.	0.61%	56.62K	5.18M	-123	-0.22%
Dec 31, 2023	IFG ADVISORY, LLC	0.62%	58K	5.31M	-1.59K	-2.66%
Dec 31, 2023	WESTERN WEALTH MANAGEMENT, LLC	0.68%	63.97K	5.86M	-1.1K	-1.70%
Dec 31, 2023	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.69%	64.63K	5.69M	2.41K	+3.87%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.75%	69.98K	6.41M	17.04K	+32.18%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.81%	75.73K	6.94M	-16.89K	-18.24%
Dec 31, 2023	REGAL INVESTMENT ADVISORS LLC	0.87%	81.18K	7.43M	-1.19K	-1.44%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.89%	83.49K	7.64M	-166	-0.20%
Dec 31, 2023	WEALTHSOURCE PARTNERS, LLC	0.91%	85.23K	7.8M	-786	-0.91%
Dec 31, 2023	PARK NATIONAL CORP /OH/	0.94%	87.89K	8.05M	9.07K	+11.51%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	1.12%	104.56K	9.57M	2.62K	+2.57%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	1.12%	104.86K	9.6M	18.38K	+21.26%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	1.13%	105.43K	9.65M	3.18K	+3.11%

Frequently Asked Questions