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About N/A of shares are held by financial institutions. RAYMOND JAMES FINANCIAL INC is the top corporate investor, holding 508.45K shares valued at $21.25M. A 7.26% stake in First Trust Exchange Traded Fund VIII - FT Cboe Vest U.S. Equity Moderate Buffer ETF - November is owned by the company. CREATIVEONE WEALTH, LLC owns 9.8K shares valued at $409.38K, which translates its holding of 0.14% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | RAYMOND JAMES FINANCIAL INC | 7.26% | 508.45K | 21.25M | -499.52K | -49.56% |
| Jun 30, 2026 | CREATIVEONE WEALTH, LLC | 0.14% | 9.8K | 409.38K | 0 | 0 |
| Jun 30, 2026 | BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 0.15% | 10.18K | 425.39K | -1.47K | -12.64% |
| Jun 30, 2026 | AVIDIAN WEALTH SOLUTIONS, LLC | 0.13% | 8.83K | 369.01K | 0 | 0 |
| Jun 30, 2026 | HARBOUR INVESTMENTS, INC. | 0.15% | 10.73K | 448.63K | -311 | -2.82% |
| Jun 30, 2026 | GALLAGHER FIDUCIARY ADVISORS, LLC | 0.18% | 12.78K | 534.09K | 0 | 0 |
| Jun 30, 2026 | STRATOS WEALTH ADVISORS, LLC | 0.24% | 16.65K | 695.76K | -126 | -0.75% |
| Jun 30, 2026 | JANNEY MONTGOMERY SCOTT LLC | 0.27% | 18.78K | 785K | -4.21K | -18.30% |
| Jun 30, 2026 | TRUIST FINANCIAL CORP | 0.28% | 19.56K | 817.39K | -24.06K | -55.16% |
| Jun 30, 2026 | IGNITE PLANNERS, LLC | 0.29% | 20.24K | 845.85K | -1.12K | -5.24% |
| Jun 30, 2026 | SRS CAPITAL ADVISORS, INC. | 1.93% | 135.01K | 5.64M | 64.31K | +90.96% |
| Jun 30, 2026 | SCHULZ WEALTH, LTD. | 1.3% | 90.96K | 3.8M | 90.96K | +100.00% |
| Jun 30, 2026 | NORTHCREST ASSET MANANGEMENT, LLC | 0.31% | 21.39K | 896.97K | -215 | -1.00% |
| Jun 30, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.35% | 24.19K | 1.01M | -1.2K | -4.71% |
| Jun 30, 2026 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.35% | 24.44K | 1.02M | -225 | -0.91% |
| Jun 30, 2026 | CITADEL ADVISORS LLC | 0.35% | 24.82K | 1.04M | 13.55K | +120.13% |
| Jun 30, 2026 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.37% | 25.8K | 187.4K | -215 | -0.83% |
| Jun 30, 2026 | REAP FINANCIAL GROUP, LLC | 0.42% | 29.31K | 1.22M | -263 | -0.89% |
| Jun 30, 2026 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.43% | 30.18K | 1.26M | -504 | -1.64% |
| Jun 30, 2026 | FARTHER FINANCE ADVISORS, LLC | 0.44% | 31.06K | 1.3M | 30.76K | +10,287.63% |
| Jun 30, 2026 | MUTUAL ADVISORS, LLC | 0.15% | 10.56K | 441.23K | -25 | -0.24% |
| Jun 30, 2026 | HRT FINANCIAL LP | 0.15% | 10.59K | 442K | 10.59K | +100.00% |
| Jun 30, 2026 | BROOKSTONE CAPITAL MANAGEMENT | 0.15% | 10.64K | 444.49K | -100 | -0.93% |
| Jun 30, 2026 | MML INVESTORS SERVICES, LLC | 0.49% | 34.33K | 1.43M | 6.51K | +23.41% |
| Jun 30, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.65% | 45.67K | 1.91M | 23.03K | +101.69% |
| Jun 30, 2026 | CITY HOLDING CO | 1% | 70.32K | 2.94M | -60 | -0.09% |
| Jun 30, 2026 | PER STIRLING CAPITAL MANAGEMENT, LLC. | 1.07% | 75.23K | 3.14M | 2.03K | +2.77% |
| Jun 30, 2026 | COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. | 1.32% | 92.41K | 3.86M | -1.01K | -1.08% |
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 4.46% | 312.08K | 13.04M | 26.45K | +9.26% |
| Jun 30, 2026 | WOOD TARVER FINANCIAL GROUP, LLC | 0.13% | 9.27K | 387K | 0 | 0 |
| Jun 30, 2026 | PINNACLE WEALTH MANAGEMENT GROUP, INC. | 1.34% | 94.12K | 3.93M | -200 | -0.21% |
| Jun 30, 2026 | NEWEDGE ADVISORS, LLC | 0.53% | 37.23K | 1.56M | -500 | -1.33% |
| Jun 30, 2026 | DILIGENT INVESTORS, LLC | 0.12% | 8.68K | 362.78K | 0 | 0 |
| Jun 30, 2026 | CORECAP ADVISORS, LLC | 0.13% | 9.39K | 392.29K | 120 | +1.30% |
| Jun 30, 2026 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.14% | 9.63K | 402.05K | 3.9K | +68.06% |
| Jun 30, 2026 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.39% | 27.63K | 1.15M | -750 | -2.64% |
| Jun 30, 2026 | SECURED RETIREMENT ADVISORS, LLC | 0.4% | 27.91K | 1.17M | 669 | +2.46% |
| Jun 30, 2026 | SIGMA PLANNING CORP | 0.53% | 36.89K | 1.54M | -93 | -0.25% |
| Jun 30, 2026 | TANGLEWOOD LEGACY ADVISORS, LLC | 0.55% | 38.44K | 1.61M | 0 | 0 |
| Jun 30, 2026 | FOUNDERS FINANCIAL SECURITIES LLC | 0.63% | 44.41K | 1.86M | 2.13K | +5.03% |
| Jun 30, 2026 | HOLISTIC PLANNING, LLC | 0.72% | 50.17K | 2.1M | -355 | -0.70% |
| Jun 30, 2026 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.77% | 54.11K | 2.26M | -8.46K | -13.52% |
| Jun 30, 2026 | AMERICANA PARTNERS, LLC | 0.79% | 55.14K | 2.3M | -37.72K | -40.62% |
| Jun 30, 2026 | FSB PREMIER WEALTH MANAGEMENT, INC. | 0.79% | 55.24K | 2.31M | -597 | -1.07% |
| Jun 30, 2026 | ENVESTNET ASSET MANAGEMENT INC | 1.34% | 93.72K | 3.92M | -21.6K | -18.73% |
| Jun 30, 2026 | LPL FINANCIAL LLC | 1.81% | 126.56K | 5.29M | -1.05K | -0.82% |
| Jun 30, 2026 | GRANTVEST FINANCIAL GROUP LLC | 0.09% | 6.44K | 269.12K | 0 | 0 |
| Jun 30, 2026 | 0.09% | 6.2K | 259.13K | 500 | +8.77% | |
| Jun 30, 2026 | SANCTUARY ADVISORS, LLC | 0.09% | 6.61K | 276.31K | 124 | +1.91% |
| Jun 30, 2026 | MGO ONE SEVEN LLC | 0.09% | 6.67K | 278.56K | -2.91K | -30.40% |
| Jun 30, 2026 | BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 0.11% | 7.51K | 313.71K | -7.16K | -48.83% |
| Jun 30, 2026 | E&G ADVISORS, LP | 0.11% | 7.63K | 319.06K | 0 | 0 |
| Jun 30, 2026 | CHRIS BULMAN INC | 0.11% | 7.77K | 324.92K | 0 | 0 |
| Jun 30, 2026 | PRIVATE ADVISOR GROUP, LLC | 0.11% | 7.8K | 326K | 0 | 0 |
| Jun 30, 2026 | AMERICAN FINANCIAL ADVISORS, LLC | 0.11% | 7.88K | 329.33K | -572 | -6.77% |
| Jun 30, 2026 | MILESTONE ASSET MANAGEMENT, LLC | 2.06% | 144.26K | 6.03M | 4.54K | +3.25% |
| Jun 30, 2026 | KESTRA ADVISORY SERVICES, LLC | 3.15% | 220.63K | 9.22M | -28.96K | -11.60% |
| Jun 30, 2026 | CETERA INVESTMENT ADVISERS | 4.83% | 338.22K | 14.14M | -2K | -0.59% |
| Jun 30, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 5.09% | 356.33K | 14.89M | -19.19K | -5.11% |
| Jun 30, 2026 | ANCORA ADVISORS, LLC | 0.12% | 8.34K | 348.74K | -2.94K | -26.03% |
| Jun 30, 2026 | REHMANN CAPITAL ADVISORY GROUP | 0.14% | 10.11K | 422.51K | 0 | 0 |
| Mar 31, 2026 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.4% | 28.38K | 1.1M | 0 | 0 |
| Mar 31, 2026 | TRUIST FINANCIAL CORP | 0.62% | 43.61K | 1.7M | -1.83K | -4.02% |
| Mar 31, 2026 | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 0.77% | 53.71K | 2.11M | 0 | 0 |
| Mar 31, 2026 | BROOKSTONE CAPITAL MANAGEMENT | 0.15% | 10.74K | 418K | 4.19K | +63.97% |
| Mar 31, 2026 | HARBOUR INVESTMENTS, INC. | 0.16% | 11.05K | 430.07K | 5.18K | +88.35% |
| Mar 31, 2026 | STRATOS WEALTH ADVISORS, LLC | 0.24% | 16.77K | 653.11K | -1.45K | -7.97% |
| Mar 31, 2026 | NORTHCREST ASSET MANANGEMENT, LLC | 0.31% | 21.6K | 846.43K | -863 | -3.84% |
| Mar 31, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.32% | 22.64K | 881.67K | 4.15K | +22.46% |
| Mar 31, 2026 | REAP FINANCIAL GROUP, LLC | 0.42% | 29.57K | 1.15M | 0 | 0 |
| Mar 31, 2026 | SIGMA PLANNING CORP | 0.53% | 36.98K | 1.44M | 358 | +0.98% |
| Mar 31, 2026 | NEWEDGE ADVISORS, LLC | 0.54% | 37.73K | 1.47M | 0 | 0 |
| Mar 31, 2026 | TANGLEWOOD LEGACY ADVISORS, LLC | 0.55% | 38.44K | 1.5M | 0 | 0 |
| Mar 31, 2026 | MAI CAPITAL MANAGEMENT | 0.14% | 9.84K | 383.07K | 0 | 0 |
| Mar 31, 2026 | REHMANN CAPITAL ADVISORY GROUP | 0.14% | 10.11K | 393.62K | 0 | 0 |
| Mar 31, 2026 | MUTUAL ADVISORS, LLC | 0.15% | 10.58K | 412.04K | 0 | 0 |
| Mar 31, 2026 | IGNITE PLANNERS, LLC | 0.3% | 21.36K | 831.64K | -2.74K | -11.36% |
| Mar 31, 2026 | JANNEY MONTGOMERY SCOTT LLC | 0.33% | 22.99K | 895K | -146.81K | -86.46% |
| Mar 31, 2026 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.35% | 24.66K | 960.29K | -2.5K | -9.20% |
| Mar 31, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.36% | 25.39K | 988K | -1.79K | -6.58% |
| Mar 31, 2026 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.37% | 26.02K | 172.91K | 20.58K | +378.83% |
| Mar 31, 2026 | SECURED RETIREMENT ADVISORS, LLC | 0.39% | 27.24K | 1.06M | -64 | -0.23% |
| Mar 31, 2026 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.44% | 30.68K | 1.19M | 860 | +2.88% |
| Mar 31, 2026 | LPL FINANCIAL LLC | 1.82% | 127.61K | 4.97M | -1.13K | -0.87% |
| Mar 31, 2026 | MILESTONE ASSET MANAGEMENT, LLC | 1.99% | 139.72K | 5.44M | 8.34K | +6.35% |
| Mar 31, 2026 | KESTRA ADVISORY SERVICES, LLC | 3.56% | 249.59K | 9.72M | 14.41K | +6.13% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 4.07% | 285.63K | 11.12M | -15.85K | -5.26% |
| Mar 31, 2026 | CETERA INVESTMENT ADVISERS | 4.85% | 340.22K | 13.25M | -1.99K | -0.58% |
| Mar 31, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 5.35% | 375.52K | 14.62M | -43.91K | -10.47% |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 14.37% | 1.01M | 39.25M | -56.42K | -5.30% |
| Mar 31, 2026 | ANFIELD CAPITAL MANAGEMENT, LLC | 0.45% | 31.45K | 1.22M | 0 | 0 |
| Mar 31, 2026 | SEQUENT PLANNING LLC | 0.11% | 6.98K | 271.9K | 131 | +1.91% |
| Mar 31, 2026 | HOLISTIC PLANNING, LLC | 0.72% | 50.52K | 1.97M | -904 | -1.76% |
| Mar 31, 2026 | BRINKER CAPITAL INVESTMENTS, LLC | 0.12% | 7.25K | 282.26K | -6.6K | -47.66% |
| Mar 31, 2026 | E&G ADVISORS, LP | 0.12% | 7.63K | 297.25K | -50 | -0.65% |
| Mar 31, 2026 | CHRIS BULMAN INC | 0.12% | 7.77K | 302.7K | 7.77K | +100.00% |
| Mar 31, 2026 | FSB PREMIER WEALTH MANAGEMENT, INC. | 0.8% | 55.84K | 2.17M | -15 | -0.03% |
| Mar 31, 2026 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.89% | 62.58K | 2.44M | 21.8K | +53.46% |
| Mar 31, 2026 | CITY HOLDING CO | 1% | 70.38K | 2.74M | -450 | -0.64% |
| Mar 31, 2026 | SRS CAPITAL ADVISORS, INC. | 1.01% | 70.7K | 2.75M | 70.7K | +100.00% |
| Mar 31, 2026 | PER STIRLING CAPITAL MANAGEMENT, LLC. | 1.04% | 73.21K | 2.85M | -11.02K | -13.08% |
| Mar 31, 2026 | AMERICANA PARTNERS, LLC | 1.32% | 92.86K | 3.62M | -38.8K | -29.47% |
| Mar 31, 2026 | COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. | 1.33% | 93.42K | 3.64M | -890 | -0.94% |
| Mar 31, 2026 | PINNACLE WEALTH MANAGEMENT GROUP, INC. | 1.34% | 94.32K | 3.67M | -2.1K | -2.18% |
| Mar 31, 2026 | ENVESTNET ASSET MANAGEMENT INC | 1.64% | 115.33K | 4.49M | 10.22K | +9.73% |
| Mar 31, 2026 | MGO ONE SEVEN LLC | 0.15% | 9.58K | 372.87K | 0 | 0 |
| Mar 31, 2026 | CREATIVEONE WEALTH, LLC | 0.16% | 9.8K | 381.4K | 0 | 0 |
| Mar 31, 2026 | PRIVATE ADVISOR GROUP, LLC | 0.12% | 7.8K | 303.72K | 0 | 0 |
| Mar 31, 2026 | AMERICAN FINANCIAL ADVISORS, LLC | 0.13% | 8.45K | 329.09K | -1 | -0.01% |
| Mar 31, 2026 | FOUNDERS FINANCIAL SECURITIES LLC | 0.6% | 42.29K | 1.69M | 5.3K | +14.31% |
| Mar 31, 2026 | DILIGENT INVESTORS, LLC | 0.14% | 8.68K | 337.98K | 0 | 0 |
| Mar 31, 2026 | AVIDIAN WEALTH SOLUTIONS, LLC | 0.14% | 8.83K | 343.78K | 0 | 0 |
| Mar 31, 2026 | CORECAP ADVISORS, LLC | 0.15% | 9.27K | 360.8K | -4 | -0.04% |
| Mar 31, 2026 | WOOD TARVER FINANCIAL GROUP, LLC | 0.15% | 9.27K | 361K | 0 | 0 |
| Mar 31, 2026 | GALLAGHER FIDUCIARY ADVISORS, LLC | 0.18% | 12.78K | 497.58K | 0 | 0 |
| Mar 31, 2026 | CITADEL ADVISORS LLC | 0.16% | 11.28K | 439.07K | 11.28K | +100.00% |
| Mar 31, 2026 | ANCORA ADVISORS, LLC | 0.16% | 11.28K | 439.26K | 0 | 0 |
| Mar 31, 2026 | BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 0.17% | 11.65K | 453.63K | -428 | -3.54% |
| Mar 31, 2026 | SUNBELT SECURITIES, INC. | 0.19% | 12.98K | 505.45K | -1.09K | -7.73% |
| Mar 31, 2026 | OLD MISSION CAPITAL LLC | 0.2% | 13.98K | 544.35K | 13.98K | +100.00% |
| Mar 31, 2026 | CWM, LLC | 0.2% | 14.14K | 550.58K | 0 | 0 |
| Mar 31, 2026 | BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 0.21% | 14.67K | 571.14K | 0 | 0 |
| Mar 31, 2026 | MML INVESTORS SERVICES, LLC | 0.4% | 27.82K | 1.08M | -2.51K | -8.26% |
| Dec 31, 2025 | BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 0.19% | 12.08K | 479.74K | -9.76K | -44.70% |
| Dec 31, 2025 | REHMANN CAPITAL ADVISORY GROUP | 0.16% | 10.11K | 401.53K | 0 | 0 |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 6.67% | 419.43K | 16.66M | 29.73K | +7.63% |
| Dec 31, 2025 | AMERICAN FINANCIAL ADVISORS, LLC | 0.13% | 8.45K | 335.74K | -316 | -3.60% |
| Dec 31, 2025 | E&G ADVISORS, LP | 0.12% | 7.68K | 305.21K | 0 | 0 |
| Dec 31, 2025 | SEQUENT PLANNING LLC | 0.11% | 6.85K | 272.16K | 1.08K | +18.75% |
| Dec 31, 2025 | BROOKSTONE CAPITAL MANAGEMENT | 0.1% | 6.55K | 260.05K | 6.55K | +100.00% |
| Dec 31, 2025 | INSIGNEO ADVISORY SERVICES, LLC | 0.1% | 6.47K | 257.07K | 6.47K | +100.00% |
| Dec 31, 2025 | GRANTVEST FINANCIAL GROUP LLC | 0.1% | 6.44K | 255.76K | -689 | -9.67% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 16.91% | 1.06M | 42.28M | 193.82K | +22.26% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 5.44% | 342.21K | 13.59M | 11.71K | +3.54% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 4.79% | 301.48K | 11.97M | 21.2K | +7.56% |
| Dec 31, 2025 | AMERICANA PARTNERS, LLC | 2.09% | 131.66K | 5.23M | 131.66K | +100.00% |
| Dec 31, 2025 | AVIDIAN WEALTH SOLUTIONS, LLC | 0.14% | 8.83K | 350.69K | 0 | 0 |
| Dec 31, 2025 | DILIGENT INVESTORS, LLC | 0.14% | 8.68K | 344.77K | 0 | 0 |
| Dec 31, 2025 | PER STIRLING CAPITAL MANAGEMENT, LLC. | 1.34% | 84.22K | 3.35M | -1.67K | -1.95% |
| Dec 31, 2025 | SUNBELT SECURITIES, INC. | 0.22% | 14.07K | 558.82K | 8.81K | +167.73% |
| Dec 31, 2025 | GALLAGHER FIDUCIARY ADVISORS, LLC | 0.2% | 12.78K | 507.57K | 7.07K | +123.76% |
| Dec 31, 2025 | SIGMA PLANNING CORP | 0.58% | 36.62K | 1.45M | 36.62K | +100.00% |
| Dec 31, 2025 | ANFIELD CAPITAL MANAGEMENT, LLC | 0.5% | 31.45K | 1.25M | -1.93K | -5.77% |
| Dec 31, 2025 | MML INVESTORS SERVICES, LLC | 0.48% | 30.33K | 1.2M | 20.91K | +222.01% |
| Dec 31, 2025 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.47% | 29.82K | 1.18M | -986 | -3.20% |
| Dec 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 3.74% | 235.18K | 9.34M | 41.26K | +21.28% |
| Dec 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 2.7% | 169.8K | 6.74M | 148.72K | +705.72% |
| Dec 31, 2025 | MILESTONE ASSET MANAGEMENT, LLC | 2.09% | 131.38K | 5.22M | 6.16K | +4.92% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 2.05% | 128.73K | 5.11M | 46.85K | +57.21% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 1.67% | 105.1K | 4.17M | 44.58K | +73.64% |
| Dec 31, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.12% | 7.8K | 309.82K | 7.8K | +100.00% |
| Dec 31, 2025 | SCHULZ WEALTH, LTD. | 1.55% | 97.72K | 3.88M | -3.22K | -3.19% |
| Dec 31, 2025 | PINNACLE WEALTH MANAGEMENT GROUP, INC. | 1.53% | 96.42K | 3.83M | 96.42K | +100.00% |
| Dec 31, 2025 | COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. | 1.5% | 94.31K | 3.75M | -15.72K | -14.29% |
| Dec 31, 2025 | CITY HOLDING CO | 1.13% | 70.83K | 2.81M | -51 | -0.07% |
| Dec 31, 2025 | FSB PREMIER WEALTH MANAGEMENT, INC. | 0.89% | 55.85K | 2.22M | -2.45K | -4.21% |
| Dec 31, 2025 | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 0.85% | 53.71K | 2.13M | -520 | -0.96% |
| Dec 31, 2025 | HOLISTIC PLANNING, LLC | 0.82% | 51.42K | 2.04M | -1.67K | -3.14% |
| Dec 31, 2025 | TRUIST FINANCIAL CORP | 0.72% | 45.44K | 1.8M | 4.48K | +10.94% |
| Dec 31, 2025 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.65% | 40.78K | 1.62M | 9.76K | +31.44% |
| Dec 31, 2025 | TANGLEWOOD LEGACY ADVISORS, LLC | 0.61% | 38.44K | 1.53M | 6.86K | +21.71% |
| Dec 31, 2025 | NEWEDGE ADVISORS, LLC | 0.6% | 37.73K | 1.5M | 3.43K | +10.01% |
| Dec 31, 2025 | FOUNDERS FINANCIAL SECURITIES LLC | 0.59% | 36.99K | 1.47M | 3.56K | +10.64% |
| Dec 31, 2025 | JPMORGAN CHASE & CO | 0.47% | 29.82K | 1.18M | 29.82K | +100.00% |
| Dec 31, 2025 | REAP FINANCIAL GROUP, LLC | 0.47% | 29.57K | 1.17M | -105 | -0.35% |
| Dec 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.45% | 28.38K | 1.13M | 26.13K | +1,161.11% |
| Dec 31, 2025 | SECURED RETIREMENT ADVISORS, LLC | 0.43% | 27.3K | 1.08M | -4.74K | -14.80% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.43% | 27.18K | 1.08M | 7.28K | +36.62% |
| Dec 31, 2025 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.43% | 27.16K | 1.08M | -505 | -1.83% |
| Dec 31, 2025 | IGNITE PLANNERS, LLC | 0.38% | 24.09K | 962.07K | -16.78K | -41.06% |
| Dec 31, 2025 | NORTHCREST ASSET MANANGEMENT, LLC | 0.36% | 22.47K | 892.98K | 9.26K | +70.18% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.31% | 19.5K | 774.34K | 19.5K | +100.00% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.29% | 18.49K | 734.42K | 18.49K | +100.00% |
| Dec 31, 2025 | STRATOS WEALTH ADVISORS, LLC | 0.29% | 18.23K | 723.9K | 7.26K | +66.17% |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0.26% | 16.08K | 638.86K | 84 | +0.53% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.24% | 15.15K | 602K | 9.49K | +167.72% |
| Dec 31, 2025 | BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 0.23% | 14.67K | 582.61K | 14.67K | +100.00% |
| Dec 31, 2025 | CWM, LLC | 0.22% | 14.14K | 562K | 7.67K | +118.61% |
| Dec 31, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 0.22% | 13.85K | 550.16K | -167 | -1.19% |
| Dec 31, 2025 | ANCORA ADVISORS, LLC | 0.18% | 11.28K | 448.08K | -1.33K | -10.56% |
| Dec 31, 2025 | MUTUAL ADVISORS, LLC | 0.17% | 10.58K | 420.32K | 10.58K | +100.00% |
| Dec 31, 2025 | MAI CAPITAL MANAGEMENT | 0.16% | 9.84K | 390.77K | -50 | -0.51% |
| Dec 31, 2025 | CREATIVEONE WEALTH, LLC | 0.16% | 9.8K | 389.06K | 9.8K | +100.00% |
| Dec 31, 2025 | MGO ONE SEVEN LLC | 0.15% | 9.58K | 380.36K | 9.58K | +100.00% |
| Dec 31, 2025 | WOOD TARVER FINANCIAL GROUP, LLC | 0.15% | 9.27K | 368K | 3.02K | +48.38% |
| Dec 31, 2025 | CORECAP ADVISORS, LLC | 0.15% | 9.27K | 368.2K | 394 | +4.44% |
| Sep 30, 2025 | GRANTVEST FINANCIAL GROUP LLC | 0.11% | 7.13K | 271.21K | -183 | -2.50% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.96% | 60.53K | 2.3M | 1.69K | +2.88% |
| Sep 30, 2025 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.49% | 31.02K | 1.18M | -531 | -1.68% |
| Sep 30, 2025 | TANGLEWOOD LEGACY ADVISORS, LLC | 0.5% | 31.59K | 1.2M | 0 | 0 |
| Sep 30, 2025 | WOOD TARVER FINANCIAL GROUP, LLC | 0.1% | 6.25K | 237K | 0 | 0 |
| Sep 30, 2025 | GRIES FINANCIAL LLC | 1.41% | 89.57K | 3.41M | -612.81K | -87.25% |
| Sep 30, 2025 | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 0.86% | 54.23K | 2.06M | 0 | 0 |
| Sep 30, 2025 | LPL FINANCIAL LLC | 1.29% | 81.88K | 3.12M | -1.48K | -1.77% |
| Sep 30, 2025 | NORTHCREST ASSET MANANGEMENT, LLC | 0.21% | 13.2K | 503.43K | 5.64K | +74.64% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.31% | 19.89K | 757K | -11.67K | -36.97% |
| Sep 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.33% | 21.07K | 802K | 0 | 0 |
| Sep 30, 2025 | BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 0.35% | 21.84K | 831.03K | -9.3K | -29.87% |
| Sep 30, 2025 | MILESTONE ASSET MANAGEMENT, LLC | 1.98% | 125.22K | 4.76M | -9.73K | -7.21% |
| Sep 30, 2025 | SECURED RETIREMENT ADVISORS, LLC | 0.51% | 32.04K | 1.22M | -3.28K | -9.30% |
| Sep 30, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.02% | 1.43K | 54.49K | -1.17K | -44.88% |
| Sep 30, 2025 | FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.02% | 1.44K | 54.75K | 0 | 0 |
| Sep 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.04% | 2.25K | 85.61K | -150 | -6.25% |
| Sep 30, 2025 | GLOBAL RETIREMENT PARTNERS, LLC | 0.05% | 3.25K | 123.66K | 0 | 0 |
| Sep 30, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.07% | 4.11K | 156.5K | 0 | 0 |
| Sep 30, 2025 | DHJJ FINANCIAL ADVISORS, LTD. | 0.07% | 4.12K | 156.91K | 0 | 0 |
| Sep 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.07% | 4.29K | 163.76K | -5.64K | -56.78% |
| Sep 30, 2025 | BARCLAYS PLC | 0.08% | 5.27K | 200.63K | 892 | +20.36% |
| Sep 30, 2025 | CWM, LLC | 0.1% | 6.47K | 246K | 0 | 0 |
| Sep 30, 2025 | MARINER, LLC | 0.11% | 7.08K | 269.2K | -325 | -4.39% |
| Sep 30, 2025 | IMC-CHICAGO, LLC | 0.29% | 18.27K | 695K | 18.27K | +100.00% |
| Sep 30, 2025 | HRT FINANCIAL LP | 0.52% | 33.13K | 1.26M | 33.13K | +100.00% |
| Sep 30, 2025 | ANFIELD CAPITAL MANAGEMENT, LLC | 0.53% | 33.38K | 1.27M | -1.88K | -5.32% |
| Sep 30, 2025 | OLD MISSION CAPITAL LLC | 0.53% | 33.46K | 1.27M | -1.44K | -4.12% |
| Sep 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 3.06% | 193.92K | 7.38M | -75.08K | -27.91% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 4.43% | 280.28K | 10.53M | -7.33K | -2.55% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 5.22% | 330.5K | 12.58M | 14.08K | +4.45% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 13.75% | 870.56K | 33.12M | -36.52K | -4.03% |
| Sep 30, 2025 | ANCORA ADVISORS, LLC | 0.2% | 12.61K | 479.91K | 0 | 0 |
| Sep 30, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 0.22% | 14.02K | 533.37K | -34 | -0.24% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.25% | 16K | 608.78K | 0 | 0 |
| Sep 30, 2025 | SCHULZ WEALTH, LTD. | 1.59% | 100.93K | 3.84M | -960 | -0.94% |
| Sep 30, 2025 | COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. | 1.74% | 110.03K | 4.19M | -1.88K | -1.68% |
| Sep 30, 2025 | TRUIST FINANCIAL CORP | 0.65% | 40.96K | 1.56M | -616 | -1.48% |
| Sep 30, 2025 | IGNITE PLANNERS, LLC | 0.65% | 40.88K | 1.56M | -30 | -0.07% |
| Sep 30, 2025 | NEWEDGE ADVISORS, LLC | 0.54% | 34.3K | 1.31M | 0 | 0 |
| Sep 30, 2025 | STRATOS WEALTH ADVISORS, LLC | 0.17% | 10.97K | 417.32K | -3.05K | -21.73% |
| Sep 30, 2025 | REHMANN CAPITAL ADVISORY GROUP | 0.16% | 10.11K | 384.64K | 0 | 0 |
| Sep 30, 2025 | MAI CAPITAL MANAGEMENT | 0.16% | 9.89K | 376.23K | -9.43K | -48.83% |
| Sep 30, 2025 | DILIGENT INVESTORS, LLC | 0.14% | 8.68K | 330.26K | 0 | 0 |
| Sep 30, 2025 | SANCTUARY ADVISORS, LLC | 0.11% | 7.21K | 274.33K | 0 | 0 |
| Sep 30, 2025 | CITY HOLDING CO | 1.12% | 70.88K | 2.7M | -3.06K | -4.14% |
| Sep 30, 2025 | MML INVESTORS SERVICES, LLC | 0.15% | 9.42K | 358.35K | -534 | -5.37% |
| Sep 30, 2025 | AVIDIAN WEALTH SOLUTIONS, LLC | 0.14% | 8.83K | 335.93K | 0 | 0 |
| Sep 30, 2025 | LVZ, INC. | 0.08% | 5.3K | 201.66K | 5.3K | +100.00% |
| Sep 30, 2025 | SEQUENT PLANNING LLC | 0.09% | 5.77K | 219.54K | -301 | -4.96% |
| Sep 30, 2025 | ADVISORY ALPHA, LLC | 0.1% | 6.02K | 229.33K | 0 | 0 |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 6.16% | 389.7K | 14.83M | -43.09K | -9.96% |
| Sep 30, 2025 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.44% | 27.67K | 1.05M | 0 | 0 |
| Sep 30, 2025 | REAP FINANCIAL GROUP, LLC | 0.47% | 29.67K | 1.13M | -335 | -1.12% |
| Sep 30, 2025 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.49% | 30.81K | 1.17M | -80 | -0.26% |
| Sep 30, 2025 | PER STIRLING CAPITAL MANAGEMENT, LLC. | 1.36% | 85.9K | 3.27M | -1.94K | -2.20% |
| Sep 30, 2025 | KEYSTONE WEALTH SERVICES, LLC | 0.11% | 7.22K | 274.87K | 0 | 0 |
| Sep 30, 2025 | E&G ADVISORS, LP | 0.12% | 7.68K | 292.37K | 0 | 0 |
| Sep 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.13% | 8.05K | 306.37K | 0 | 0 |
| Sep 30, 2025 | AMERICAN FINANCIAL ADVISORS, LLC | 0.14% | 8.77K | 333.64K | 0 | 0 |
| Sep 30, 2025 | CORECAP ADVISORS, LLC | 0.14% | 8.88K | 337.72K | 215 | +2.48% |
| Sep 30, 2025 | FOUNDERS FINANCIAL SECURITIES LLC | 0.53% | 33.44K | 1.27M | -780 | -2.28% |
| Sep 30, 2025 | HOLISTIC PLANNING, LLC | 0.84% | 53.09K | 2.02M | -660 | -1.23% |
| Sep 30, 2025 | FSB PREMIER WEALTH MANAGEMENT, INC. | 0.92% | 58.31K | 2.22M | -1.75K | -2.91% |
| Jun 30, 2025 | IGNITE PLANNERS, LLC | 0.57% | 40.91K | 1.5M | 0 | 0 |
| Jun 30, 2025 | AVIDIAN WEALTH SOLUTIONS, LLC | 0.12% | 8.83K | 322.05K | 0 | 0 |
| Jun 30, 2025 | MML INVESTORS SERVICES, LLC | 0.14% | 9.95K | 363K | 543 | +5.77% |
| Jun 30, 2025 | AVANTAX ADVISORY SERVICES, INC. | 0.19% | 13.46K | 490.79K | -5.32K | -28.35% |
| Jun 30, 2025 | LION STREET ADVISORS, LLC | 0.2% | 14.32K | 522.49K | 0 | 0 |
| Jun 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.29% | 21.07K | 769K | -353 | -1.65% |
| Jun 30, 2025 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.44% | 31.55K | 1.15M | 0 | 0 |
| Jun 30, 2025 | ANFIELD CAPITAL MANAGEMENT, LLC | 0.49% | 35.26K | 1.29M | 35.26K | +100.00% |
| Jun 30, 2025 | TRUIST FINANCIAL CORP | 0.58% | 41.58K | 1.52M | 1.41K | +3.50% |
| Jun 30, 2025 | FSB PREMIER WEALTH MANAGEMENT, INC. | 0.84% | 60.05K | 2.19M | -673 | -1.11% |
| Jun 30, 2025 | HBW ADVISORY SERVICES LLC | 0.86% | 61.95K | 2.26M | -4.45K | -6.70% |
| Jun 30, 2025 | CITY HOLDING CO | 1.03% | 73.94K | 2.7M | -350 | -0.47% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 6.04% | 432.79K | 15.79M | 8.22K | +1.93% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 12.65% | 907.09K | 33.09M | -48.26K | -5.05% |
| Jun 30, 2025 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.39% | 27.67K | 1.01M | 3.5K | +14.48% |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.44% | 31.56K | 1.15M | -3.26K | -9.37% |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0.48% | 34.3K | 1.25M | -500 | -1.44% |
| Jun 30, 2025 | HOLISTIC PLANNING, LLC | 0.75% | 53.75K | 1.96M | -575 | -1.06% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.82% | 58.83K | 2.15M | 1.21K | +2.10% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 4.01% | 287.61K | 10.49M | -477 | -0.17% |
| Jun 30, 2025 | IFP ADVISORS, INC | 0.14% | 10K | 364.76K | 0 | 0 |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.31% | 22.46K | 819.37K | 4.27K | +23.46% |
| Jun 30, 2025 | SECURED RETIREMENT ADVISORS, LLC | 0.49% | 35.33K | 1.29M | 1.32K | +3.89% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 1.16% | 83.36K | 3.04M | 24.04K | +40.53% |
| Jun 30, 2025 | SCHULZ WEALTH, LTD. | 1.42% | 101.89K | 3.72M | -6.37K | -5.88% |
| Jun 30, 2025 | MILESTONE ASSET MANAGEMENT, LLC | 1.88% | 134.95K | 4.92M | 3.55K | +2.70% |
| Jun 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 3.75% | 268.99K | 9.81M | -76.05K | -22.04% |
| Jun 30, 2025 | SAGESPRING WEALTH PARTNERS, LLC | 0.15% | 10.69K | 390K | -2.93K | -21.50% |
| Jun 30, 2025 | REAP FINANCIAL GROUP, LLC | 0.42% | 30.01K | 1.09M | 0 | 0 |
| Jun 30, 2025 | BISON WEALTH, LLC | 0.42% | 30.01K | 1.09M | 0 | 0 |
| Jun 30, 2025 | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 0.76% | 54.23K | 1.98M | 0 | 0 |
| Jun 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.14% | 9.94K | 364.16K | 9.94K | +100.00% |
| Jun 30, 2025 | REHMANN CAPITAL ADVISORY GROUP | 0.14% | 10.11K | 368.74K | 0 | 0 |
| Jun 30, 2025 | US BANCORP \DE\ | 0.15% | 10.44K | 380.96K | 0 | 0 |
| Jun 30, 2025 | ANCORA ADVISORS, LLC | 0.18% | 12.61K | 460.07K | 0 | 0 |
| Jun 30, 2025 | STRATOS WEALTH ADVISORS, LLC | 0.2% | 14.01K | 511.14K | 0 | 0 |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0.22% | 16K | 583.62K | 0 | 0 |
| Jun 30, 2025 | UBS GROUP AG | 0.25% | 17.87K | 651.68K | 4.44K | +33.02% |
| Jun 30, 2025 | MAI CAPITAL MANAGEMENT | 0.27% | 19.32K | 704.79K | 0 | 0 |
| Jun 30, 2025 | 0.15% | 10.69K | 390K | -2.93K | -21.50% | |
| Jun 30, 2025 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.43% | 30.89K | 1.13M | 30.89K | +100.00% |
| Jun 30, 2025 | TANGLEWOOD LEGACY ADVISORS, LLC | 0.44% | 31.59K | 1.15M | 8.11K | +34.55% |
| Jun 30, 2025 | FOUNDERS FINANCIAL SECURITIES LLC | 0.48% | 34.22K | 1.25M | -503 | -1.45% |
| Jun 30, 2025 | OLD MISSION CAPITAL LLC | 0.49% | 34.9K | 1.27M | 34.9K | +100.00% |
| Jun 30, 2025 | PER STIRLING CAPITAL MANAGEMENT, LLC. | 1.23% | 87.83K | 3.2M | 0 | 0 |
| Jun 30, 2025 | COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. | 1.56% | 111.91K | 4.08M | -1.55K | -1.37% |
| Jun 30, 2025 | ARCHER INVESTMENT CORP | 4.27% | 306.1K | 11.17M | -936 | -0.30% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 4.41% | 316.42K | 11.54M | 4.23K | +1.35% |
| Jun 30, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 0.2% | 14.05K | 512.56K | 225 | +1.63% |
| Jun 30, 2025 | BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 0.43% | 31.15K | 1.14M | -581 | -1.83% |
| Jun 30, 2025 | GRIES FINANCIAL LLC | 9.8% | 702.38K | 25.62M | -5.18K | -0.73% |
| Mar 31, 2025 | STRATOS WEALTH ADVISORS, LLC | 0.2% | 14.01K | 480.51K | -4.83K | -25.64% |
| Mar 31, 2025 | ORION PORTFOLIO SOLUTIONS, LLC | 0.19% | 13.83K | 474.13K | 246 | +1.81% |
| Mar 31, 2025 | 0.19% | 13.62K | 467.02K | 13.62K | +100.00% | |
| Mar 31, 2025 | NORTHCREST ASSET MANANGEMENT, LLC | 0.18% | 13.2K | 452.66K | 0 | 0 |
| Mar 31, 2025 | ANCORA ADVISORS, LLC | 0.18% | 12.61K | 432.5K | 12.61K | +100.00% |
| Mar 31, 2025 | US BANCORP \DE\ | 0.15% | 10.44K | 358.13K | 0 | 0 |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.8% | 57.63K | 1.98M | 1.81K | +3.24% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.22% | 16K | 548.64K | 0 | 0 |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 5.91% | 424.57K | 14.56M | -101.47K | -19.29% |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 4.35% | 312.19K | 10.71M | -1.94K | -0.62% |
| Mar 31, 2025 | COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. | 1.58% | 113.46K | 3.89M | -6.55K | -5.45% |
| Mar 31, 2025 | IGNITE PLANNERS, LLC | 0.57% | 40.91K | 1.4M | 40.91K | +100.00% |
| Mar 31, 2025 | UBS GROUP AG | 0.19% | 13.43K | 460.55K | 13.43K | +100.00% |
| Mar 31, 2025 | REHMANN CAPITAL ADVISORY GROUP | 0.14% | 10.11K | 346.64K | 0 | 0 |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.83% | 59.32K | 2.03M | 4.9K | +8.99% |
| Mar 31, 2025 | TRUIST FINANCIAL CORP | 0.56% | 40.17K | 1.38M | 16.37K | +68.79% |
| Mar 31, 2025 | FIRST HAWAIIAN BANK | 4.52% | 324.89K | 11.14M | 0 | 0 |
| Mar 31, 2025 | HOLISTIC PLANNING, LLC | 0.76% | 54.33K | 1.86M | 1.72K | +3.28% |
| Mar 31, 2025 | CITY HOLDING CO | 1.03% | 74.29K | 2.55M | 1.47K | +2.01% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.48% | 34.82K | 1.19M | -58.36K | -62.64% |
| Mar 31, 2025 | GOLDMAN SACHS GROUP INC | 0.35% | 25K | 857.25K | 25K | +100.00% |
| Mar 31, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 0.19% | 13.83K | 474.13K | 246 | +1.81% |
| Mar 31, 2025 | AVANTAX ADVISORY SERVICES, INC. | 0.26% | 18.78K | 643.93K | -19.12K | -50.45% |
| Mar 31, 2025 | MAI CAPITAL MANAGEMENT | 0.27% | 19.32K | 662.55K | -7.09K | -26.84% |
| Mar 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.3% | 21.43K | 735K | 0 | 0 |
| Mar 31, 2025 | TANGLEWOOD LEGACY ADVISORS, LLC | 0.33% | 23.48K | 804.96K | 0 | 0 |
| Mar 31, 2025 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.34% | 24.17K | 828.69K | 0 | 0 |
| Mar 31, 2025 | AE WEALTH MANAGEMENT LLC | 0.44% | 31.43K | 1.08M | -1.1K | -3.39% |
| Mar 31, 2025 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.44% | 31.55K | 1.08M | 231 | +0.74% |
| Mar 31, 2025 | BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 0.44% | 31.73K | 1.09M | -43 | -0.14% |
| Mar 31, 2025 | SECURED RETIREMENT ADVISORS, LLC | 0.47% | 34K | 1.17M | 3.07K | +9.93% |
| Mar 31, 2025 | FOUNDERS FINANCIAL SECURITIES LLC | 0.48% | 34.72K | 1.18M | 14.33K | +70.28% |
| Mar 31, 2025 | NEWEDGE ADVISORS, LLC | 0.48% | 34.8K | 1.19M | -250 | -0.71% |
| Mar 31, 2025 | FSB PREMIER WEALTH MANAGEMENT, INC. | 0.85% | 60.73K | 2.08M | -211 | -0.35% |
| Mar 31, 2025 | HBW ADVISORY SERVICES LLC | 0.92% | 66.4K | 2.28M | -4.74K | -6.66% |
| Mar 31, 2025 | PER STIRLING CAPITAL MANAGEMENT, LLC. | 1.22% | 87.83K | 3.01M | -2.47K | -2.73% |
| Mar 31, 2025 | SCHULZ WEALTH, LTD. | 1.51% | 108.26K | 3.71M | -565 | -0.52% |
| Mar 31, 2025 | MILESTONE ASSET MANAGEMENT, LLC | 1.83% | 131.4K | 4.51M | 1.53K | +1.18% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 4.01% | 288.09K | 9.88M | 8.58K | +3.07% |
| Mar 31, 2025 | ARCHER INVESTMENT CORP | 4.27% | 307.04K | 10.53M | -11.94K | -3.74% |
| Mar 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 4.8% | 345.04K | 11.83M | -49.98K | -12.65% |
| Mar 31, 2025 | GRIES FINANCIAL LLC | 9.85% | 707.56K | 24.26M | -9.89K | -1.38% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 13.3% | 955.35K | 32.76M | -250.88K | -20.80% |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.25% | 18.19K | 623.87K | -8.45K | -31.72% |
| Mar 31, 2025 | COLONY GROUP, LLC | 0.21% | 14.87K | 509.72K | -10 | -0.07% |
| Mar 31, 2025 | LION STREET ADVISORS, LLC | 0.2% | 14.32K | 491.17K | 0 | 0 |