© 2026 Stocks Telegraph All rights reserved.
Most stock quote data provided by Financial Modeling Prep
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.
About N/A of shares are held by financial institutions. HIGHPOINT ADVISOR GROUP LLC is the top corporate investor, holding 47.37K shares valued at $1.32M. A 0.23% stake in SPDR Blackstone High Income ETF is owned by the company. ORBA WEALTH ADVISORS, L.L.C. owns 86.71K shares valued at $2.42M, which translates its holding of 0.43% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | HIGHPOINT ADVISOR GROUP LLC | 0.23% | 47.37K | 1.32M | 11.59K | +32.38% |
| Jun 30, 2026 | ORBA WEALTH ADVISORS, L.L.C. | 0.43% | 86.71K | 2.42M | 32.01K | +58.51% |
| Jun 30, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.05% | 213.36K | 5.96M | 49.38K | +30.12% |
| Jun 30, 2026 | HEDEKER WEALTH, LLC | 1.07% | 217.38K | 6.08M | -20.96K | -8.79% |
| Jun 30, 2026 | COPPELL ADVISORY SOLUTIONS LLC | 1.12% | 227.89K | 3.43M | 227.89K | +100.00% |
| Jun 30, 2026 | EQUITABLE HOLDINGS, INC. | 1.3% | 265.15K | 7.41M | 38.22K | +16.84% |
| Jun 30, 2026 | ONEASCENT FINANCIAL SERVICES LLC | 1.39% | 282.79K | 7.9M | 16.7K | +6.28% |
| Jun 30, 2026 | LUKEN INVESTMENT ANALYTICS, LLC | 1.45% | 296.16K | 8.28M | -31.7K | -9.67% |
| Jun 30, 2026 | DECKER WEALTH MANAGEMENT LLC | 1.84% | 375.67K | 10.5M | -43.8K | -10.44% |
| Jun 30, 2026 | ADVANCE CAPITAL MANAGEMENT, INC. | 2.01% | 410.33K | 11.47M | 37.34K | +10.01% |
| Jun 30, 2026 | RATHBONES GROUP PLC | 2.14% | 436K | 12.19M | 0 | 0 |
| Jun 30, 2026 | ROYAL BANK OF CANADA | 0.84% | 171.89K | 4.8M | -16.02K | -8.52% |
| Jun 30, 2026 | WELLS FARGO & COMPANY/MN | 2.91% | 592.9K | 16.57M | -125.82K | -17.51% |
| Jun 30, 2026 | BANK OF AMERICA CORP /DE/ | 3.01% | 613.24K | 17.14M | -53.56K | -8.03% |
| Jun 30, 2026 | ONEASCENT WEALTH MANAGEMENT LLC | 0.73% | 148.27K | 4.14M | -4.01K | -2.64% |
| Jun 30, 2026 | AUOUR INVESTMENTS LLC | 0.73% | 148.58K | 4.15M | 42.73K | +40.37% |
| Jun 30, 2026 | UBS GROUP AG | 5.03% | 1.02M | 28.63M | 128.42K | +14.33% |
| Jun 30, 2026 | LPL FINANCIAL LLC | 5.06% | 1.03M | 28.82M | 49.36K | +5.03% |
| Jun 30, 2026 | CONCORD ASSET MANAGEMENT, LLC/VA | 5.82% | 1.19M | 33.12M | 42.38K | +3.71% |
| Jun 30, 2026 | MORGAN STANLEY | 6.08% | 1.24M | 34.64M | 176.08K | +16.56% |
| Jun 30, 2026 | CONCORD WEALTH PARTNERS | 6.2% | 1.26M | 35.3M | 48.53K | +4.00% |
| Jun 30, 2026 | RAYMOND JAMES FINANCIAL INC | 7.22% | 1.47M | 41.1M | 165.29K | +12.66% |
| Jun 30, 2026 | CREATIVE PLANNING | 0.11% | 23.15K | 647.04K | -4.87K | -17.37% |
| Jun 30, 2026 | NEWEDGE ADVISORS, LLC | 0.13% | 26.64K | 744.66K | -580 | -2.13% |
| Jun 30, 2026 | CITADEL ADVISORS LLC | 0.14% | 28.11K | 785.62K | 19.58K | +229.67% |
| Jun 30, 2026 | BREAKWATER INVESTMENT MANAGEMENT | 0.14% | 28.65K | 800.63K | 20.86K | +267.71% |
| Jun 30, 2026 | ATRIA INVESTMENTS, INC | 0.16% | 32.68K | 913.29K | -2.71K | -7.66% |
| Jun 30, 2026 | SHEETS SMITH WEALTH MANAGEMENT | 0.16% | 33.51K | 936.72K | 2.83K | +9.22% |
| Jun 30, 2026 | LEGACY WEALTH MANAGMENT, LLC/ID | 0.17% | 34.68K | 969.31K | 34.68K | +100.00% |
| Jun 30, 2026 | L & S ADVISORS INC | 0.17% | 34.87K | 974.48K | 258 | +0.75% |
| Jun 30, 2026 | WESTERN WEALTH MANAGEMENT, LLC | 0.17% | 35.37K | 988.56K | 34.19K | +2,905.01% |
| Jun 30, 2026 | PRIVATE ADVISOR GROUP, LLC | 0.18% | 36.84K | 1.03M | 32 | +0.09% |
| Jun 30, 2026 | TORONTO DOMINION BANK | 0.2% | 39.77K | 1.11M | 39.77K | +100.00% |
| Jun 30, 2026 | STIFEL FINANCIAL CORP | 0.21% | 43.41K | 1.21M | 4.6K | +11.85% |
| Jun 30, 2026 | MML INVESTORS SERVICES, LLC | 0.22% | 44.28K | 1.24M | 7.4K | +20.08% |
| Jun 30, 2026 | SAVVY ADVISORS, INC. | 0.22% | 44.77K | 1.25M | -172 | -0.38% |
| Jun 30, 2026 | MIDWEST FINANCIAL NETWORK, LLC | 0.25% | 51.13K | 1.43M | 37.5K | +275.10% |
| Jun 30, 2026 | SK WEALTH MANAGEMENT, LLC | 0.35% | 71.96K | 2.01M | -68.38K | -48.72% |
| Jun 30, 2026 | INSPIRE ADVISORS, LLC | 0.38% | 76.56K | 2.14M | -76.97K | -50.14% |
| Jun 30, 2026 | ONEASCENT FAMILY OFFICE, LLC | 0.42% | 86.56K | 2.42M | 30.82K | +55.30% |
| Jun 30, 2026 | WEALTH WATCH ADVISORS, INC | 0.53% | 107.23K | 3M | 44.72K | +71.55% |
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.57% | 116.84K | 3.27M | -74.4K | -38.90% |
| Jun 30, 2026 | OLD MISSION CAPITAL LLC | 0.69% | 139.94K | 3.91M | 139.94K | +100.00% |
| Jun 30, 2026 | ZEGA INVESTMENTS, LLC | 9.49% | 1.93M | 54.04M | 38.4K | +2.03% |
| Jun 30, 2026 | FARTHER FINANCE ADVISORS, LLC | 0.88% | 178.38K | 4.99M | 178.03K | +50,433.14% |
| Jun 30, 2026 | JANE STREET GROUP, LLC | 0.9% | 182.56K | 5.1M | 62.17K | +51.63% |
| Jun 30, 2026 | GOTHAM ASSET MANAGEMENT, LLC | 0.2% | 40.3K | 1.13M | 6.11K | +17.87% |
| Jun 30, 2026 | ENVESTNET ASSET MANAGEMENT INC | 0.2% | 41.08K | 1.15M | -21.11K | -33.94% |
| Jun 30, 2026 | NEWEDGE WEALTH, LLC | 0.21% | 42.87K | 1.2M | -3.78K | -8.09% |
| Jun 30, 2026 | SHARKEY, HOWES & JAVER | 0.21% | 43.17K | 1.21M | -49.23K | -53.28% |
| Mar 31, 2026 | 2.06% | 419.46K | 11.68M | -6.72K | -1.58% | |
| Mar 31, 2026 | BANK OF AMERICA CORP /DE/ | 3.27% | 666.8K | 18.56M | 108.3K | +19.39% |
| Mar 31, 2026 | MORGAN STANLEY | 5.22% | 1.06M | 29.6M | -21.68K | -2.00% |
| Mar 31, 2026 | ONEASCENT WEALTH MANAGEMENT LLC | 0.75% | 152.29K | 4.24M | -7.89K | -4.92% |
| Mar 31, 2026 | NEWEDGE ADVISORS, LLC | 0.13% | 27.22K | 757.9K | 517 | +1.94% |
| Mar 31, 2026 | ATRIA INVESTMENTS, INC | 0.17% | 35.39K | 985.2K | 2.37K | +7.17% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.94% | 191.23K | 5.32M | 23.2K | +13.81% |
| Mar 31, 2026 | HEDEKER WEALTH, LLC | 1.17% | 238.33K | 6.64M | 27.87K | +13.24% |
| Mar 31, 2026 | LUKEN INVESTMENT ANALYTICS, LLC | 1.61% | 327.86K | 9.13M | -249.74K | -43.24% |
| Mar 31, 2026 | DECKER WEALTH MANAGEMENT LLC | 2.06% | 419.46K | 11.68M | -6.72K | -1.58% |
| Mar 31, 2026 | INDEPENDENT ADVISOR ALLIANCE | 0.25% | 50.11K | 1.4M | 50.11K | +100.00% |
| Mar 31, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.81% | 163.98K | 4.57M | -82.93K | -33.59% |
| Mar 31, 2026 | SAVVY ADVISORS, INC. | 0.22% | 44.94K | 1.25M | 23.5K | +109.62% |
| Mar 31, 2026 | ENVESTNET ASSET MANAGEMENT INC | 0.31% | 62.19K | 1.73M | 10.29K | +19.82% |
| Mar 31, 2026 | AUOUR INVESTMENTS LLC | 0.52% | 105.85K | 2.95M | 28.6K | +37.02% |
| Mar 31, 2026 | MML INVESTORS SERVICES, LLC | 0.18% | 36.87K | 1.03M | 36.87K | +100.00% |
| Mar 31, 2026 | ONEASCENT FINANCIAL SERVICES LLC | 1.31% | 266.09K | 7.41M | 24.85K | +10.30% |
| Mar 31, 2026 | L & S ADVISORS INC | 0.17% | 34.61K | 963.46K | 15.06K | +77.05% |
| Mar 31, 2026 | NEWEDGE WEALTH, LLC | 0.23% | 46.65K | 1.3M | 46.65K | +100.00% |
| Mar 31, 2026 | GOTHAM ASSET MANAGEMENT, LLC | 0.17% | 34.19K | 951.91K | 0 | 0 |
| Mar 31, 2026 | ROYAL BANK OF CANADA | 0.92% | 187.9K | 5.23M | -3.5K | -1.83% |
| Mar 31, 2026 | EQUITABLE HOLDINGS, INC. | 1.11% | 226.93K | 6.45M | 37.22K | +19.62% |
| Mar 31, 2026 | ADVANCE CAPITAL MANAGEMENT, INC. | 1.83% | 373K | 10.38M | 33.1K | +9.74% |
| Mar 31, 2026 | WELLS FARGO & COMPANY/MN | 3.53% | 718.72K | 20.01M | 209.63K | +41.18% |
| Mar 31, 2026 | UBS GROUP AG | 4.4% | 896.06K | 24.95M | -101.94K | -10.21% |
| Mar 31, 2026 | LPL FINANCIAL LLC | 4.82% | 981.9K | 27.34M | 189.43K | +23.90% |
| Mar 31, 2026 | CONCORD ASSET MANAGEMENT, LLC/VA | 5.61% | 1.14M | 31.81M | 65.93K | +6.12% |
| Mar 31, 2026 | CONCORD WEALTH PARTNERS | 5.96% | 1.21M | 33.81M | 73.74K | +6.47% |
| Mar 31, 2026 | RATHBONES GROUP PLC | 2.14% | 436K | 12.14M | 0 | 0 |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 6.41% | 1.31M | 36.34M | 364.41K | +38.73% |
| Mar 31, 2026 | ZEGA INVESTMENTS, LLC | 9.3% | 1.89M | 52.76M | 209.77K | +12.45% |
| Mar 31, 2026 | AUTHENTIKOS WEALTH ADVISORY, LLC | 0.09% | 17.79K | 495.35K | 2.83K | +18.91% |
| Mar 31, 2026 | HIGHPOINT ADVISOR GROUP LLC | 0.18% | 35.78K | 996.2K | 6.13K | +20.67% |
| Mar 31, 2026 | PRIVATE ADVISOR GROUP, LLC | 0.18% | 36.8K | 1.02M | 11.74K | +46.87% |
| Mar 31, 2026 | STIFEL FINANCIAL CORP | 0.19% | 38.81K | 1.08M | 1.17K | +3.10% |
| Mar 31, 2026 | ORBA WEALTH ADVISORS, L.L.C. | 0.27% | 54.7K | 1.52M | -19.08K | -25.86% |
| Mar 31, 2026 | ONEASCENT FAMILY OFFICE, LLC | 0.27% | 55.74K | 1.55M | 3.29K | +6.27% |
| Mar 31, 2026 | SHARKEY, HOWES & JAVER | 0.45% | 92.4K | 2.57M | -37.94K | -29.11% |
| Mar 31, 2026 | CREATIVE PLANNING | 0.14% | 28.02K | 779.94K | -1.05K | -3.63% |
| Mar 31, 2026 | SHEETS SMITH WEALTH MANAGEMENT | 0.15% | 30.68K | 854.24K | 1.48K | +5.06% |
| Mar 31, 2026 | MOORS & CABOT, INC. | 0.1% | 18.7K | 520.5K | 0 | 0 |
| Mar 31, 2026 | GATEWAY WEALTH PARTNERS, LLC | 0.09% | 18.86K | 525.06K | 10.11K | +115.49% |
| Mar 31, 2026 | PARK AVENUE SECURITIES LLC | 0.1% | 19.36K | 539K | -1.6K | -7.63% |
| Mar 31, 2026 | TRIAD WEALTH PARTNERS, LLC | 0.1% | 19.94K | 555.05K | 19.94K | +100.00% |
| Mar 31, 2026 | HANOVER ADVISORS INC | 0.1% | 20.23K | 563.32K | -1.29K | -5.98% |
| Mar 31, 2026 | PORTFOLIO STRATEGIES, INC. | 0.1% | 20.73K | 577.1K | 741 | +3.71% |
| Mar 31, 2026 | SAXONY CAPITAL MANAGEMENT, LLC | 0.12% | 23.8K | 662.45K | -7.31K | -23.51% |
| Mar 31, 2026 | COLLABORATIVE WEALTH MANAGMENT INC. | 0.13% | 27.2K | 757.1K | -83.32K | -75.39% |
| Mar 31, 2026 | JANE STREET GROUP, LLC | 0.59% | 120.4K | 3.35M | 54.51K | +82.72% |
| Mar 31, 2026 | SK WEALTH MANAGEMENT, LLC | 0.69% | 140.34K | 3.9M | 4.2K | +3.08% |
| Mar 31, 2026 | WEALTH WATCH ADVISORS, INC | 0.31% | 62.51K | 1.74M | 29.6K | +89.95% |
| Mar 31, 2026 | CWM, LLC | 0.87% | 176.32K | 4.91M | 61.1K | +53.03% |
| Mar 31, 2026 | INSPIRE ADVISORS, LLC | 0.75% | 153.53K | 4.27M | -4.64K | -2.93% |
| Mar 31, 2026 | FIFTH THIRD BANCORP | 0.08% | 15K | 417.55K | 15K | +100.00% |
| Mar 31, 2026 | ELDRIDGE INVESTMENT ADVISORS, INC. | 0.08% | 15.05K | 419.08K | -51.34K | -77.33% |
| Mar 31, 2026 | NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 0.08% | 15.25K | 424.48K | 14.51K | +1,965.99% |
| Mar 31, 2026 | BAYBRIDGE CAPITAL GROUP, LLC | 0.08% | 15.29K | 434.71K | 0 | 0 |
| Mar 31, 2026 | WOODMONT INVESTMENT COUNSEL LLC | 0.08% | 15.56K | 433.08K | 0 | 0 |
| Mar 31, 2026 | PENSIONMARK FINANCIAL GROUP, LLC | 0.08% | 15.63K | 435.03K | -21.78K | -58.22% |
| Mar 31, 2026 | MARSHALL FINANCIAL GROUP LLC | 0.08% | 16.39K | 456.38K | 353 | +2.20% |
| Mar 31, 2026 | HIGHTOWER ADVISORS, LLC | 0.09% | 16.98K | 472.62K | 173 | +1.03% |
| Dec 31, 2025 | WOODMONT INVESTMENT COUNSEL LLC | 0.08% | 15.56K | 442.41K | 7.76K | +99.46% |
| Dec 31, 2025 | PORTFOLIO STRATEGIES, INC. | 0.1% | 19.99K | 568.46K | 493 | +2.53% |
| Dec 31, 2025 | L & S ADVISORS INC | 0.1% | 19.55K | 555.9K | 165 | +0.85% |
| Dec 31, 2025 | PARK AVENUE SECURITIES LLC | 0.11% | 20.96K | 596K | -23.39K | -52.73% |
| Dec 31, 2025 | INSPIRE ADVISORS, LLC | 0.77% | 158.17K | 4.5M | -19.84K | -11.15% |
| Dec 31, 2025 | SHARKEY, HOWES & JAVER | 0.68% | 130.34K | 3.71M | -80.06K | -38.05% |
| Dec 31, 2025 | COPPELL ADVISORY SOLUTIONS LLC | 0.65% | 132.56K | 3.77M | 11.03K | +9.08% |
| Dec 31, 2025 | CWM, LLC | 0.56% | 115.22K | 3.28M | -12.36K | -9.69% |
| Dec 31, 2025 | PENSIONMARK FINANCIAL GROUP, LLC | 0.19% | 37.41K | 1.06M | -63.56K | -62.95% |
| Dec 31, 2025 | GOTHAM ASSET MANAGEMENT, LLC | 0.17% | 34.19K | 972.42K | 21.44K | +168.03% |
| Dec 31, 2025 | SHEETS SMITH WEALTH MANAGEMENT | 0.15% | 29.21K | 830.65K | 616 | +2.15% |
| Dec 31, 2025 | SAVVY ADVISORS, INC. | 0.11% | 21.44K | 609.7K | 21.44K | +100.00% |
| Dec 31, 2025 | AUOUR INVESTMENTS LLC | 0.4% | 77.25K | 2.2M | 8.73K | +12.75% |
| Dec 31, 2025 | ORBA WEALTH ADVISORS, L.L.C. | 0.38% | 73.78K | 2.1M | 9.81K | +15.33% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.34% | 65.89K | 1.87M | -72.25K | -52.30% |
| Dec 31, 2025 | ELDRIDGE INVESTMENT ADVISORS, INC. | 0.32% | 66.39K | 1.89M | -49.5K | -42.71% |
| Dec 31, 2025 | ONEASCENT FAMILY OFFICE, LLC | 0.26% | 52.45K | 1.49M | 19.69K | +60.10% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.25% | 51.9K | 1.48M | -520.19K | -90.93% |
| Dec 31, 2025 | THOMPSON DAVIS & CO., INC. | 0.23% | 44.03K | 1.25M | 1.56K | +3.68% |
| Dec 31, 2025 | ZEGA INVESTMENTS, LLC | 8.74% | 1.69M | 47.93M | 405.53K | +31.69% |
| Dec 31, 2025 | CONCORD WEALTH PARTNERS | 5.92% | 1.14M | 32.44M | 45.4K | +4.15% |
| Dec 31, 2025 | CONCORD ASSET MANAGEMENT, LLC/VA | 5.59% | 1.08M | 30.62M | 37.63K | +3.62% |
| Dec 31, 2025 | MORGAN STANLEY | 5.31% | 1.09M | 30.86M | 480.82K | +79.57% |
| Dec 31, 2025 | UBS GROUP AG | 4.88% | 998K | 28.38M | 51.75K | +5.47% |
| Dec 31, 2025 | TRUIST FINANCIAL CORP | 0.07% | 14.06K | 399.82K | 3.62K | +34.73% |
| Dec 31, 2025 | M.E. ALLISON & CO., INC. | 0.07% | 14K | 398.16K | 0 | 0 |
| Dec 31, 2025 | COMERICA BANK | 0.07% | 13.06K | 371.48K | -1.44K | -9.92% |
| Dec 31, 2025 | GLASS JACOBSON INVESTMENT ADVISORS LLC | 0.05% | 9.17K | 260.76K | 9.17K | +100.00% |
| Dec 31, 2025 | REDMONT WEALTH ADVISORS LLC | 0.04% | 8.85K | 251.7K | 388 | +4.59% |
| Dec 31, 2025 | GATEWAY WEALTH PARTNERS, LLC | 0.04% | 8.75K | 248.91K | 562 | +6.86% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 4.61% | 940.91K | 26.76M | -8.03K | -0.85% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 3.88% | 792.47K | 22.54M | -3.51K | -0.44% |
| Dec 31, 2025 | LUKEN INVESTMENT ANALYTICS, LLC | 3% | 577.6K | 16.43M | 20.99K | +3.77% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 2.73% | 558.51K | 15.88M | 169.84K | +43.70% |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 2.49% | 509.09K | 14.48M | 128.67K | +33.82% |
| Dec 31, 2025 | PALLAS CAPITAL ADVISORS LLC | 2.43% | 467.44K | 13.29M | 41.87K | +9.84% |
| Dec 31, 2025 | MOORS & CABOT, INC. | 0.09% | 18.7K | 531.71K | 0 | 0 |
| Dec 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.09% | 16.8K | 477.89K | 139 | +0.83% |
| Dec 31, 2025 | MARSHALL FINANCIAL GROUP LLC | 0.08% | 16.04K | 456.16K | 3.76K | +30.65% |
| Dec 31, 2025 | BAYBRIDGE CAPITAL GROUP, LLC | 0.08% | 15.29K | 434.71K | 305 | +2.04% |
| Dec 31, 2025 | AUTHENTIKOS WEALTH ADVISORY, LLC | 0.07% | 14.96K | 425.59K | 1.65K | +12.42% |
| Dec 31, 2025 | RATHBONES GROUP PLC | 2.13% | 436K | 12.4M | 0 | 0 |
| Dec 31, 2025 | ADVANCE CAPITAL MANAGEMENT, INC. | 1.76% | 339.89K | 9.67M | -163K | -32.41% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.28% | 246.91K | 7.02M | 91.12K | +58.49% |
| Dec 31, 2025 | ONEASCENT FINANCIAL SERVICES LLC | 1.18% | 241.24K | 6.86M | 143K | +145.56% |
| Dec 31, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 1.21% | 233.01K | 6.63M | 9.07K | +4.05% |
| Dec 31, 2025 | HEDEKER WEALTH, LLC | 1.09% | 210.47K | 5.99M | -31.39K | -12.98% |
| Dec 31, 2025 | STIFEL FINANCIAL CORP | 0.18% | 37.65K | 1.07M | -609 | -1.59% |
| Dec 31, 2025 | ATRIA INVESTMENTS, INC | 0.17% | 33.02K | 939.06K | -6.31K | -16.04% |
| Dec 31, 2025 | SAXONY CAPITAL MANAGEMENT, LLC | 0.16% | 31.11K | 884.68K | 31.11K | +100.00% |
| Dec 31, 2025 | WEALTH WATCH ADVISORS, INC | 0.16% | 32.91K | 935.88K | 25.67K | +354.39% |
| Dec 31, 2025 | CREATIVE PLANNING | 0.14% | 29.07K | 826.72K | -18.09K | -38.36% |
| Dec 31, 2025 | NEWEDGE ADVISORS, LLC | 0.13% | 26.71K | 759.52K | 4.64K | +21.05% |
| Dec 31, 2025 | OLD MISSION CAPITAL LLC | 0.13% | 26.61K | 756.79K | 17.94K | +206.85% |
| Dec 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.12% | 24.98K | 710K | 500 | +2.04% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.94% | 191.4K | 5.44M | -5.11K | -2.60% |
| Dec 31, 2025 | MARINER, LLC | 0.57% | 116.34K | 3.31M | -5.11K | -4.21% |
| Dec 31, 2025 | COLLABORATIVE WEALTH MANAGMENT INC. | 0.54% | 110.51K | 3.14M | 17.27K | +18.53% |
| Dec 31, 2025 | WRIGHT FUND MANAGEMENT, LLC | 0.42% | 81.8K | 2.33M | 0 | 0 |
| Dec 31, 2025 | EQUITABLE HOLDINGS, INC. | 0.93% | 189.71K | 5.4M | 12.79K | +7.23% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.82% | 168.03K | 4.78M | -134.19K | -44.40% |
| Dec 31, 2025 | ONEASCENT WEALTH MANAGEMENT LLC | 0.78% | 160.18K | 4.56M | 7.73K | +5.07% |
| Dec 31, 2025 | SK WEALTH MANAGEMENT, LLC | 0.71% | 136.14K | 3.88M | -38.2K | -21.91% |
| Dec 31, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.12% | 25.06K | 712.69K | 14.52K | +137.84% |
| Sep 30, 2025 | PARK AVENUE SECURITIES LLC | 0.25% | 44.35K | 1.27M | -4.25K | -8.75% |
| Sep 30, 2025 | WRIGHT FUND MANAGEMENT, LLC | 0.45% | 81.8K | 2.34M | -8K | -8.91% |
| Sep 30, 2025 | TORONTO DOMINION BANK | 0.5% | 89.92K | 2.58M | 89.92K | +100.00% |
| Sep 30, 2025 | EQUITABLE HOLDINGS, INC. | 0.98% | 176.92K | 5.07M | 32.19K | +22.24% |
| Sep 30, 2025 | MARINER, LLC | 0.67% | 121.45K | 3.48M | 14.39K | +13.44% |
| Sep 30, 2025 | HANOVER ADVISORS INC | 0.25% | 44.66K | 1.28M | -1.83K | -3.93% |
| Sep 30, 2025 | INSPIRE ADVISORS, LLC | 0.98% | 178.01K | 5.1M | 26.49K | +17.48% |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 0.21% | 38.26K | 1.1M | 11.99K | +45.65% |
| Sep 30, 2025 | ATRIA INVESTMENTS, INC | 0.22% | 39.33K | 1.13M | 39.33K | +100.00% |
| Sep 30, 2025 | PENSIONMARK FINANCIAL GROUP, LLC | 0.56% | 100.96K | 2.89M | 2.27K | +2.30% |
| Sep 30, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 0.59% | 107.58K | 3.08M | 3.98K | +3.84% |
| Sep 30, 2025 | THOMPSON DAVIS & CO., INC. | 0.23% | 42.46K | 1.22M | 4.55K | +11.99% |
| Sep 30, 2025 | CREATIVE PLANNING | 0.26% | 47.16K | 1.35M | -1.31K | -2.71% |
| Sep 30, 2025 | AUOUR INVESTMENTS LLC | 0.38% | 68.52K | 1.96M | -2.61K | -3.67% |
| Sep 30, 2025 | COPPELL ADVISORY SOLUTIONS LLC | 0.67% | 121.53K | 3.48M | 18.38K | +17.82% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 5.25% | 948.94K | 27.19M | 19.55K | +2.10% |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.77% | 138.15K | 3.96M | 31.08K | +29.03% |
| Sep 30, 2025 | SK WEALTH MANAGEMENT, LLC | 0.96% | 174.34K | 4.95M | 7.6K | +4.56% |
| Sep 30, 2025 | GOLDMAN SACHS GROUP INC | 0.25% | 45.35K | 1.3M | 45.35K | +100.00% |
| Sep 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 1.24% | 223.94K | 6.42M | 223.94K | +100.00% |
| Sep 30, 2025 | RATHBONES GROUP PLC | 2.41% | 436K | 12.49M | 0 | 0 |
| Sep 30, 2025 | SHEETS SMITH WEALTH MANAGEMENT | 0.16% | 28.59K | 819.13K | 269 | +0.95% |
| Sep 30, 2025 | VIRTU FINANCIAL LLC | 0.16% | 29.4K | 842K | 29.4K | +100.00% |
| Sep 30, 2025 | ONEASCENT FAMILY OFFICE, LLC | 0.18% | 32.76K | 938.57K | 32.76K | +100.00% |
| Sep 30, 2025 | ADVISORY SERVICES NETWORK, LLC | 0.21% | 38.1K | 1.09M | -288 | -0.75% |
| Sep 30, 2025 | ORBA WEALTH ADVISORS, L.L.C. | 0.35% | 63.97K | 1.83M | 12.77K | +24.94% |
| Sep 30, 2025 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 0.54% | 96.89K | 2.78M | 18.35K | +23.36% |
| Sep 30, 2025 | ONEASCENT FINANCIAL SERVICES LLC | 0.54% | 98.24K | 2.81M | 98.24K | +100.00% |
| Sep 30, 2025 | CONCORD ASSET MANAGEMENT, LLC/VA | 5.74% | 1.04M | 29.77M | 26.68K | +2.64% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 4.4% | 795.97K | 22.8M | 218.92K | +37.94% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.86% | 155.79K | 4.46M | 32.64K | +26.50% |
| Sep 30, 2025 | HEDEKER WEALTH, LLC | 1.34% | 241.86K | 6.93M | 5.74K | +2.43% |
| Sep 30, 2025 | CONCORD WEALTH PARTNERS | 6.05% | 1.1M | 31.38M | 82.66K | +8.16% |
| Sep 30, 2025 | CWM, LLC | 0.71% | 127.58K | 3.66M | 29.95K | +30.67% |
| Sep 30, 2025 | GATEWAY WEALTH PARTNERS, LLC | 0.05% | 8.19K | 234.63K | -1.24K | -13.13% |
| Sep 30, 2025 | WEALTHCARE ADVISORY PARTNERS LLC | 0.05% | 8.27K | 236.87K | 8.27K | +100.00% |
| Sep 30, 2025 | REDMONT WEALTH ADVISORS LLC | 0.05% | 8.46K | 242.45K | 8.46K | +100.00% |
| Sep 30, 2025 | TRUIST FINANCIAL CORP | 0.06% | 10.43K | 298.93K | 10.43K | +100.00% |
| Sep 30, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.06% | 10.54K | 301.85K | 10.54K | +100.00% |
| Sep 30, 2025 | MARSHALL FINANCIAL GROUP LLC | 0.07% | 12.28K | 351.74K | -1.83K | -12.94% |
| Sep 30, 2025 | AUTHENTIKOS WEALTH ADVISORY, LLC | 0.07% | 13.31K | 381.37K | 3.25K | +32.33% |
| Sep 30, 2025 | FULLCIRCLE WEALTH LLC | 0.08% | 13.58K | 384.94K | 0 | 0 |
| Sep 30, 2025 | M.E. ALLISON & CO., INC. | 0.08% | 14K | 401.1K | 14K | +100.00% |
| Sep 30, 2025 | MERIT FINANCIAL GROUP, LLC | 0.08% | 14.7K | 421.25K | 397 | +2.78% |
| Sep 30, 2025 | BAYBRIDGE CAPITAL GROUP, LLC | 0.08% | 14.98K | 429.18K | -4.8K | -24.26% |
| Sep 30, 2025 | BLUEPATH CAPITAL MANAGEMENT, LLC | 0.21% | 38.14K | 1.09M | -3.1K | -7.53% |
| Sep 30, 2025 | MORGAN STANLEY | 3.34% | 604.24K | 17.31M | 398.23K | +193.31% |
| Sep 30, 2025 | LUKEN INVESTMENT ANALYTICS, LLC | 3.08% | 556.61K | 15.95M | 293.86K | +111.84% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 1.67% | 302.21K | 8.66M | 145.27K | +92.56% |
| Sep 30, 2025 | COLLABORATIVE WEALTH MANAGMENT INC. | 0.52% | 93.24K | 2.67M | 10.3K | +12.42% |
| Sep 30, 2025 | ONEASCENT WEALTH MANAGEMENT LLC | 0.84% | 152.44K | 4.37M | 152.44K | +100.00% |
| Sep 30, 2025 | PORTFOLIO STRATEGIES, INC. | 0.11% | 19.5K | 558.53K | 19.5K | +100.00% |
| Sep 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.09% | 16.67K | 477.53K | -183 | -1.09% |
| Sep 30, 2025 | COOPER FINANCIAL GROUP | 0.11% | 19.31K | 553.2K | -1.62K | -7.75% |
| Sep 30, 2025 | ZEGA INVESTMENTS, LLC | 7.07% | 1.28M | 36.66M | 92.39K | +7.78% |
| Sep 30, 2025 | UBS GROUP AG | 5.23% | 946.25K | 27.11M | 28.63K | +3.12% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 3.16% | 572.09K | 16.39M | 76.46K | +15.43% |
| Sep 30, 2025 | PALLAS CAPITAL ADVISORS LLC | 2.35% | 425.57K | 12.19M | 17.97K | +4.41% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 2.15% | 388.67K | 11.14M | 89.4K | +29.87% |
| Sep 30, 2025 | SHARKEY, HOWES & JAVER | 1.16% | 210.4K | 6.03M | 134.88K | +178.60% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 1.09% | 196.51K | 5.63M | -14.73K | -6.97% |
| Sep 30, 2025 | ELDRIDGE INVESTMENT ADVISORS, INC. | 0.64% | 115.89K | 3.32M | 13.67K | +13.37% |
| Sep 30, 2025 | L & S ADVISORS INC | 0.11% | 19.38K | 555.28K | -614 | -3.07% |
| Sep 30, 2025 | ADVANCE CAPITAL MANAGEMENT, INC. | 2.78% | 502.9K | 14.41M | 3.05K | +0.61% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 2.1% | 380.42K | 10.9M | 177.46K | +87.44% |
| Sep 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.14% | 24.48K | 701K | 6.4K | +35.40% |
| Jun 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.1% | 16.85K | 481.68K | 2.26K | +15.48% |
| Jun 30, 2025 | KINGSWOOD WEALTH ADVISORS, LLC | 0.1% | 16K | 457.44K | -10K | -38.46% |
| Jun 30, 2025 | BAYBRIDGE CAPITAL GROUP, LLC | 0.12% | 19.78K | 565.48K | 1.52K | +8.33% |
| Jun 30, 2025 | STIFEL FINANCIAL CORP | 0.16% | 26.27K | 750.92K | 26.27K | +100.00% |
| Jun 30, 2025 | INSPIRE ADVISORS, LLC | 0.94% | 151.52K | 4.33M | 151.52K | +100.00% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 3.58% | 577.05K | 16.5M | 82.06K | +16.58% |
| Jun 30, 2025 | CONCORD ASSET MANAGEMENT, LLC/VA | 6.28% | 1.01M | 28.95M | 169.96K | +20.17% |
| Jun 30, 2025 | ZEGA INVESTMENTS, LLC | 7.36% | 1.19M | 33.94M | 841.19K | +243.05% |
| Jun 30, 2025 | MORGAN STANLEY | 1.28% | 206.01K | 5.89B | 197.04K | +2,195.89% |
| Jun 30, 2025 | UBS GROUP AG | 5.69% | 917.61K | 26.23M | 40.05K | +4.56% |
| Jun 30, 2025 | 0.1% | 15.5K | 440.69K | 2.9K | +23.02% | |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0.12% | 18.96K | 542.02K | 1.9K | +11.16% |
| Jun 30, 2025 | SHEETS SMITH WEALTH MANAGEMENT | 0.18% | 28.32K | 809.73K | 370 | +1.32% |
| Jun 30, 2025 | CLEARSTEAD TRUST, LLC | 0.04% | 6.66K | 190.5K | 0 | 0 |
| Jun 30, 2025 | COOPER FINANCIAL GROUP | 0.13% | 20.93K | 598.45K | -32 | -0.15% |
| Jun 30, 2025 | EQUITABLE HOLDINGS, INC. | 0.9% | 144.73K | 4.14M | 10.62K | +7.92% |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.76% | 123.15K | 3.52M | 68.15K | +123.90% |
| Jun 30, 2025 | AUTHENTIKOS WEALTH ADVISORY, LLC | 0.06% | 10.06K | 287.59K | 10.06K | +100.00% |
| Jun 30, 2025 | MERIT FINANCIAL GROUP, LLC | 0.09% | 14.31K | 409.01K | 14.31K | +100.00% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 1.86% | 299.27K | 8.56M | 121.92K | +68.75% |
| Jun 30, 2025 | PALLAS CAPITAL ADVISORS LLC | 2.53% | 407.6K | 11.65M | 78.08K | +23.69% |
| Jun 30, 2025 | RATHBONES GROUP PLC | 2.7% | 436K | 12.47M | 0 | 0 |
| Jun 30, 2025 | ADVANCE CAPITAL MANAGEMENT, INC. | 3.1% | 499.85K | 14.29M | 157.24K | +45.90% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 5.76% | 929.38K | 26.57M | 33.87K | +3.78% |
| Jun 30, 2025 | CONCORD WEALTH PARTNERS | 6.28% | 1.01M | 28.95M | 208.04K | +25.86% |
| Jun 30, 2025 | THOMPSON DAVIS & CO., INC. | 0.24% | 37.92K | 1.08M | -190 | -0.50% |
| Jun 30, 2025 | ADVISORY SERVICES NETWORK, LLC | 0.24% | 38.39K | 1.1M | 487 | +1.28% |
| Jun 30, 2025 | BLUEPATH CAPITAL MANAGEMENT, LLC | 0.26% | 41.24K | 1.18M | 30.67K | +289.87% |
| Jun 30, 2025 | PARK AVENUE SECURITIES LLC | 0.3% | 48.6K | 1.39M | -2.8K | -5.44% |
| Jun 30, 2025 | COLLABORATIVE WEALTH MANAGMENT INC. | 0.51% | 82.94K | 2.37M | 12.16K | +17.17% |
| Jun 30, 2025 | WRIGHT FUND MANAGEMENT, LLC | 0.56% | 89.8K | 2.53M | 0 | 0 |
| Jun 30, 2025 | ELDRIDGE INVESTMENT ADVISORS, INC. | 0.63% | 102.22K | 2.91M | 102.22K | +100.00% |
| Jun 30, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 0.64% | 103.6K | 2.96M | 5.79K | +5.92% |
| Jun 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.11% | 18.08K | 517K | 350 | +1.97% |
| Jun 30, 2025 | HANOVER ADVISORS INC | 0.29% | 46.49K | 1.33M | -9.72K | -17.28% |
| Jun 30, 2025 | CREATIVE PLANNING | 0.3% | 48.47K | 1.39M | -567 | -1.16% |
| Jun 30, 2025 | MARINER, LLC | 0.66% | 107.06K | 3.06M | 3.83K | +3.71% |
| Jun 30, 2025 | CONGRESS WEALTH MANAGEMENT LLC / DE / | 0.82% | 132.85K | 3.8M | 12.73K | +10.59% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.97% | 156.95K | 4.49M | 16.58K | +11.81% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 1.26% | 202.96K | 5.8M | 41.85K | +25.98% |
| Jun 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.05% | 7.55K | 215.92K | 7.55K | +100.00% |
| Jun 30, 2025 | INSIGNEO ADVISORY SERVICES, LLC | 0.05% | 7.77K | 222.17K | -1.11K | -12.46% |
| Jun 30, 2025 | GATEWAY WEALTH PARTNERS, LLC | 0.06% | 9.43K | 269.54K | 9.43K | +100.00% |
| Jun 30, 2025 | BTC CAPITAL MANAGEMENT, INC. | 0.06% | 10K | 285.9K | 10K | +100.00% |
| Jun 30, 2025 | WOODMONT INVESTMENT COUNSEL LLC | 0.07% | 11.16K | 319.15K | 0 | 0 |
| Jun 30, 2025 | MOORS & CABOT, INC. | 0.07% | 11.17K | 319.35K | 966 | +9.47% |
| Jun 30, 2025 | GOTHAM ASSET MANAGEMENT, LLC | 0.08% | 12.76K | 364.72K | 2.29K | +21.89% |
| Jun 30, 2025 | FULLCIRCLE WEALTH LLC | 0.08% | 13.58K | 386.3K | 0 | 0 |
| Jun 30, 2025 | MARSHALL FINANCIAL GROUP LLC | 0.09% | 14.1K | 401.63K | -108 | -0.76% |
| Jun 30, 2025 | ORBA WEALTH ADVISORS, L.L.C. | 0.32% | 51.2K | 1.46M | -53.85K | -51.26% |
| Jun 30, 2025 | AUOUR INVESTMENTS LLC | 0.44% | 71.13K | 2.03M | -2.62K | -3.55% |
| Jun 30, 2025 | SHARKEY, HOWES & JAVER | 0.47% | 75.52K | 2.16M | -211.02K | -73.64% |
| Jun 30, 2025 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 0.49% | 78.54K | 2.25M | 16.16K | +25.91% |
| Jun 30, 2025 | COPPELL ADVISORY SOLUTIONS LLC | 0.64% | 103.15K | 2.94M | -4.98K | -4.60% |
| Jun 30, 2025 | L & S ADVISORS INC | 0.12% | 20K | 571.65K | -3.96K | -16.52% |
| Jun 30, 2025 | CWM, LLC | 0.61% | 97.63K | 2.79M | 8.01K | +8.94% |
| Jun 30, 2025 | PENSIONMARK FINANCIAL GROUP, LLC | 0.61% | 98.69K | 2.82M | 66.97K | +211.14% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0.66% | 107.06K | 3.06M | -51.86K | -32.63% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 1.31% | 211.23K | 6.04M | 25.68K | +13.84% |
| Jun 30, 2025 | HEDEKER WEALTH, LLC | 1.46% | 236.13K | 6.75M | -3.54K | -1.48% |
| Jun 30, 2025 | SK WEALTH MANAGEMENT, LLC | 1.03% | 166.74K | 4.75M | 63.32K | +61.22% |
| Jun 30, 2025 | VESTGEN ADVISORS, LLC | 0.1% | 15.5K | 440.69K | 2.9K | +23.02% |
| Jun 30, 2025 | LUKEN INVESTMENT ANALYTICS, LLC | 1.63% | 262.75K | 7.51M | -79.18K | -23.16% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 3.07% | 495.63K | 14.17M | 128.71K | +35.08% |
| Mar 31, 2025 | CONGRESS WEALTH MANAGEMENT LLC / DE / | 1.01% | 120.12K | 3.38M | 19.68K | +19.59% |
| Mar 31, 2025 | ADVISORY SERVICES NETWORK, LLC | 0.32% | 37.9K | 1.07M | -274 | -0.72% |
| Mar 31, 2025 | PENSIONMARK FINANCIAL GROUP, LLC | 0.27% | 31.72K | 891.97K | -274 | -0.86% |
| Mar 31, 2025 | KINGSWOOD WEALTH ADVISORS, LLC | 0.22% | 26K | 727.09K | -26K | -50.00% |
| Mar 31, 2025 | L & S ADVISORS INC | 0.2% | 23.95K | 673.49K | -695 | -2.82% |
| Mar 31, 2025 | MARSHALL FINANCIAL GROUP LLC | 0.12% | 14.21K | 399.59K | -1.36K | -8.75% |
| Mar 31, 2025 | COOPER FINANCIAL GROUP | 0.18% | 20.96K | 589.51K | 961 | +4.80% |
| Mar 31, 2025 | FULLCIRCLE WEALTH LLC | 0.11% | 13.58K | 379.92K | 1.8K | +15.28% |
| Mar 31, 2025 | 0.87% | 103.43K | 2.84M | 21.32K | +25.97% | |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 7.51% | 895.52K | 25.18M | 227.72K | +34.10% |
| Mar 31, 2025 | UBS GROUP AG | 7.36% | 877.56K | 24.68M | 305.1K | +53.30% |
| Mar 31, 2025 | CONCORD WEALTH PARTNERS | 6.74% | 804.45K | 22.62M | 262K | +48.30% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 4.15% | 494.99K | 13.92M | 157.65K | +46.73% |
| Mar 31, 2025 | RATHBONES GROUP PLC | 3.66% | 436K | 12.26M | 131K | +42.95% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 3.08% | 366.92K | 10.32M | 72.16K | +24.48% |
| Mar 31, 2025 | ADVANCE CAPITAL MANAGEMENT, INC. | 2.87% | 342.61K | 9.63M | 342.61K | +100.00% |
| Mar 31, 2025 | LUKEN INVESTMENT ANALYTICS, LLC | 2.87% | 341.94K | 9.62M | -130.15K | -27.57% |
| Mar 31, 2025 | PALLAS CAPITAL ADVISORS LLC | 2.76% | 329.52K | 9.27M | 329.52K | +100.00% |
| Mar 31, 2025 | CREATIVE PLANNING | 0.41% | 49.04K | 1.38M | 12.63K | +34.69% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 1.56% | 185.56K | 5.22M | 47.49K | +34.40% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 1.49% | 177.35K | 4.99M | 66.72K | +60.30% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 1.35% | 161.1K | 4.53M | 111.68K | +225.95% |
| Mar 31, 2025 | PARK AVENUE SECURITIES LLC | 0.43% | 51.4K | 1.45M | 3.92K | +8.25% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 1.33% | 158.92K | 4.47M | 158.92K | +100.00% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 1.18% | 140.37K | 3.95M | 8.38K | +6.35% |
| Mar 31, 2025 | EQUITABLE HOLDINGS, INC. | 1.12% | 134.11K | 3.77M | 52.39K | +64.10% |
| Mar 31, 2025 | HORIZON INVESTMENTS, LLC | 1.05% | 124.71K | 3.46M | 2.82K | +2.32% |
| Mar 31, 2025 | COPPELL ADVISORY SOLUTIONS LLC | 0.91% | 108.12K | 3.03M | 77.27K | +250.46% |
| Mar 31, 2025 | ORBA WEALTH ADVISORS, L.L.C. | 0.88% | 105.06K | 2.95M | 9.58K | +10.04% |
| Mar 31, 2025 | MARINER, LLC | 0.87% | 103.23K | 2.9M | -7.39K | -6.68% |
| Mar 31, 2025 | ORION PORTFOLIO SOLUTIONS, LLC | 0.82% | 97.81K | 2.75M | 6.2K | +6.76% |
| Mar 31, 2025 | WRIGHT FUND MANAGEMENT, LLC | 0.75% | 89.8K | 2.53M | 0 | 0 |
| Mar 31, 2025 | CWM, LLC | 0.75% | 89.62K | 2.52M | 20.42K | +29.50% |
| Mar 31, 2025 | HARBOR ADVISORY CORP /MA/ | 0.64% | 76.08K | 2.14M | 0 | 0 |
| Mar 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.15% | 17.73K | 499K | 17.73K | +100.00% |
| Mar 31, 2025 | AUOUR INVESTMENTS LLC | 0.62% | 73.75K | 2.06M | -2.86K | -3.74% |
| Mar 31, 2025 | SHEETS SMITH WEALTH MANAGEMENT | 0.23% | 27.95K | 786.01K | -5.16K | -15.59% |
| Mar 31, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 0.82% | 97.81K | 2.75M | 6.2K | +6.76% |
| Mar 31, 2025 | SHARKEY, HOWES & JAVER | 2.4% | 286.54K | 8.06M | 193.27K | +207.19% |
| Mar 31, 2025 | BAYBRIDGE CAPITAL GROUP, LLC | 0.15% | 18.26K | 513.42K | 7.58K | +71.02% |
| Mar 31, 2025 | HEDEKER WEALTH, LLC | 2.01% | 239.67K | 6.74M | 33.42K | +16.21% |
| Mar 31, 2025 | COLLABORATIVE WEALTH MANAGMENT INC. | 0.59% | 70.78K | 1.99M | 5.58K | +8.55% |
| Mar 31, 2025 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 0.52% | 62.38K | 1.75M | 6.64K | +11.91% |
| Mar 31, 2025 | HANOVER ADVISORS INC | 0.47% | 56.21K | 1.58M | 8.26K | +17.23% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.46% | 55K | 1.55M | 2.12K | +4.00% |
| Mar 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.12% | 14.59K | 410.25K | -9.08K | -38.37% |
| Mar 31, 2025 | THOMPSON DAVIS & CO., INC. | 0.32% | 38.11K | 1.07M | 703 | +1.88% |
| Mar 31, 2025 | NEWEDGE ADVISORS, LLC | 0.14% | 17.06K | 479.61K | 850 | +5.25% |