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

Who are the major shareholders selling Invesco S&P International Developed Momentum ETF stock?

WEALTHCARE INVESTMENT PARTNERS, LLC, in the last quarter, reduced its stake in IDMO by -3.02% restricting it's holding to 131.3 thousand shares of worth nearly $7.92M. RFG ADVISORY, LLC also lessened -74.96% of the IDMO shares from its portfolio, reducing its holding to 142.81 thousand shares of worth $8.61M. SYSTELLIGENCE, LLC also shunned IDMO shares holding by -5.12% last quarter which brought its holding to 156.67 thousand shares worth $9.45M.

Investors who are buying IDMO stock?

As per its latest 13F filing, ENVESTNET ASSET MANAGEMENT INC increased its stake in IDMO by 12.17% in the last quarter. The institutional holder raised its holding to 628.08 thousand shares having worth more than $37.87M. MML INVESTORS SERVICES, LLC also added 37.2% more shares of IDMO to its portfolio, raising its holding to 704.19 thousand shares of worth $42.46M. HIGHTOWER ADVISORS, LLC also increased its IDMO shares holding by 26.14% which brought its holding to 713.1 thousand shares worth $42.99M.

IDMO's major insiders: who are they?

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

Did an insider recently sell IDMO stock?

Company executives, directors, and other insiders own N/A percent of Invesco S&P International Developed Momentum ETF's stock. Within the last six months, there have been 0 transaction(s) in which IDMO insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased IDMO stock?

There have been 0 transaction(s) during the past 6-months in which Invesco S&P International Developed Momentum ETF insiders have bought stock, totalling 0 shares

How much of IDMO does insiders own?

Around 0 Invesco S&P International Developed Momentum ETF shares are held by insiders, which represents about N/A of IDMO stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IDMO?

ENVESTNET ASSET MANAGEMENT INC is the largest institutional owner in IDMO which holds 628.08 thousand shares worth $37.87M or 0.92% of the total IDMO shares outstanding followed by MML INVESTORS SERVICES, LLC with ownership of 704.19 thousand shares representing 1.03% of the IDMO ownership. HIGHTOWER ADVISORS, LLC is the third largest stakeholder with 713.1 thousand shares or 1.05% of the ownership worth more than $42.99M.

Is Invesco S&P International Developed Momentum ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the IDMO is concerned, it is a stock which is not optionable.

Is there a short position on IDMO's shares?

Number of IDMO 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 IDMO shares are there?

As of today, null shares of IDMO are outstanding.

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

IDMO 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 IDMO is null.

Invesco S&P International Developed Momentum ETF (IDMO) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. ENVESTNET ASSET MANAGEMENT INC is the top corporate investor, holding 628.08K shares valued at $37.87M. A 0.92% stake in Invesco S&P International Developed Momentum ETF is owned by the company. MML INVESTORS SERVICES, LLC owns 704.19K shares valued at $42.46M, which translates its holding of 1.03% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.92%	628.08K	37.87M	68.16K	+12.17%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	1.03%	704.19K	42.46M	190.94K	+37.20%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	1.05%	713.1K	42.99M	147.77K	+26.14%
Jun 30, 2026	WEALTHCARE INVESTMENT PARTNERS, LLC	0.44%	131.3K	7.92M	-4.09K	-3.02%
Jun 30, 2026	SIMPLICITY WEALTH,LLC	0.46%	135.23K	8.15M	135.23K	+100.00%
Jun 30, 2026	RFG ADVISORY, LLC	0.48%	142.81K	8.61M	-427.62K	-74.96%
Jun 30, 2026	HIDDEN COVE WEALTH MANAGEMENT, LLC	0.5%	148.67K	8.96M	24.64K	+19.86%
Jun 30, 2026	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.53%	156.39K	9.43M	19.96K	+14.63%
Jun 30, 2026	SYSTELLIGENCE, LLC	0.53%	156.67K	9.45M	-8.46K	-5.12%
Jun 30, 2026	DOGWOOD WEALTH MANAGEMENT LLC	0.54%	160.27K	9.66M	14.21K	+9.73%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.45%	134.17K	8.09M	86.34K	+180.52%
Jun 30, 2026	TIDEMARK, LLC	0.59%	174.61K	10.53M	7.23K	+4.32%
Jun 30, 2026	SILVER OAK SECURITIES, INCORPORATED	0.59%	174.82K	10.54M	3.39K	+1.98%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.37%	249.48K	15.04M	38.17K	+18.06%
Jun 30, 2026	NOMURA ASSET MANAGEMENT CO LTD	0.41%	279.8K	16.87M	279.8K	+100.00%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.42%	285.33K	17.2M	-25.94K	-8.33%
Jun 30, 2026	THREE CORD TRUE WEALTH MANAGEMENT, LLC	0.46%	313.99K	18.93M	23.98K	+8.27%
Jun 30, 2026	D'ORAZIO & ASSOCIATES, INC.	0.47%	321.93K	19.41M	38.24K	+13.48%
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	2.28%	1.55M	93.64M	161.7K	+11.62%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.17%	3.52M	212.35M	387.59K	+12.36%
Jun 30, 2026	LPL FINANCIAL LLC	9.84%	6.7M	404.13M	1.08M	+19.22%
Jun 30, 2026	INSIGHT WEALTH STRATEGIES, LLC	0.57%	385.73K	23.1M	17.22K	+4.67%
Jun 30, 2026	ROOTED WEALTH ADVISORS, INC.	0.63%	428.29K	25.82M	49.12K	+12.95%
Jun 30, 2026	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.63%	432.4K	26.07M	34.68K	+8.72%
Jun 30, 2026	RETIREMENT MANAGEMENT SYSTEMS INC.	0.64%	435.49K	26.26M	30.08K	+7.42%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.9%	612.15K	36.91M	76.54K	+14.29%
Jun 30, 2026	MANCHESTER FINANCIAL INC	0.68%	463.58K	27.95M	7.56K	+1.66%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	3.33%	2.27M	136.73M	169.49K	+8.08%
Jun 30, 2026	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.29%	198.74K	11.98M	-1.11K	-0.55%
Jun 30, 2026	CYR FINANCIAL INC.	0.29%	199.92K	12.05M	10.21K	+5.38%
Jun 30, 2026	CLARK WEALTH PARTNERS	0.35%	239.17K	14.42M	3.25K	+1.38%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.18%	804.67K	48.51M	84.68K	+11.76%
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	2.05%	1.39M	84.06M	1.39M	+100.00%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.05%	1.39M	84.06M	359.86K	+34.79%
Jun 30, 2026	JANE STREET GROUP, LLC	0.29%	200K	12.06M	116.96K	+140.86%
Jun 30, 2026	MERIDIAN WEALTH MANAGEMENT, LLC	0.32%	220.36K	13.29M	57.9K	+35.64%
Jun 30, 2026	AMPLIUS WEALTH ADVISORS, LLC	0.33%	222.33K	13.4M	30.53K	+15.92%
Jun 30, 2026	STONECREST WEALTH MANAGEMENT, INC.	0.33%	224.42K	13.53M	-1.09K	-0.48%
Jun 30, 2026	KOVACK ADVISORS, INC.	0.35%	237.62K	14.23M	5.1K	+2.19%
Jun 30, 2026	TITLEIST ASSET MANAGEMENT, LLC	0.35%	237.62K	14.33M	9.51K	+4.17%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.5%	340.98K	20.51M	21.06K	+6.58%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.51%	344.94K	20.8M	35.31K	+11.40%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.54%	369.41K	22.27M	66.42K	+21.92%
Jun 30, 2026	MODERN WEALTH MANAGEMENT, LLC	0.67%	457.49K	27.58M	209.48K	+84.46%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.67%	459.35K	27.69M	101.27K	+28.28%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	1.36%	925.78K	55.82M	200.69K	+27.68%
Jun 30, 2026	ALPINE BANK WEALTH MANAGEMENT	0.43%	127.5K	7.69M	-21.59K	-14.48%
Jun 30, 2026	IFC & INSURANCE MARKETING, INC.	0.51%	151.72K	9.15M	11.49K	+8.19%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.28%	191.93K	11.57M	191.93K	+100.00%
Jun 30, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.33%	224.06K	13.51M	35.24K	+18.66%
Jun 30, 2026	BUCKET LIST WEALTH MANAGEMENT, LLC	0.37%	253.22K	15.27M	38.36K	+17.85%
Jun 30, 2026	SHP WEALTH MANAGEMENT	3%	2.04M	123.27M	40.69K	+2.03%
Jun 30, 2026	WELCH FINANCIAL PLANNING, LLC	0.57%	170.3K	10.27M	64.14K	+60.42%
Jun 30, 2026		0.81%	239.17K	14.42M	3.25K	+1.38%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.26%	861.28K	51.95M	224.8K	+35.32%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.29%	1.56M	94.21M	73.36K	+4.93%
Jun 30, 2026	AFFINITY WEALTH LLC	0.5%	341.32K	20.58M	19.26K	+5.98%
Jun 30, 2026	CPA ASSET MANAGEMENT LLC	0.6%	176.93K	10.67M	126.62K	+251.64%
Jun 30, 2026	AAF WEALTH MANAGEMENT, LLC	0.62%	183.14K	11.04M	183.14K	+100.00%
Jun 30, 2026	SEGMENT WEALTH MANAGEMENT, LLC	0.27%	184.42K	11.12M	174.66K	+1,789.52%
Jun 30, 2026	CENTAURUS FINANCIAL, INC.	0.28%	187.72K	11.32M	1.2K	+0.65%
Jun 30, 2026	GRATUS WEALTH ADVISORS, LLC	0.69%	470.42K	28.36M	13.6K	+2.98%
Jun 30, 2026	PLANNING ALTERNATIVES LTD /ADV	0.74%	503.72K	30.37M	20.74K	+4.29%
Jun 30, 2026	DRAKE & ASSOCIATES, LLC	0.88%	598.23K	36.07M	49.67K	+9.06%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.92%	623.77K	37.61M	46.9K	+8.13%
Jun 30, 2026	ADAMSBROWN WEALTH CONSULTANTS LLC	0.92%	624.65K	37.66M	30.05K	+5.05%
Mar 31, 2026	AMPLIUS WEALTH ADVISORS, LLC	0.65%	191.79K	10.52M	22.96K	+13.60%
Mar 31, 2026	CYR FINANCIAL INC.	0.64%	189.71K	10.4M	13.28K	+7.53%
Mar 31, 2026	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.67%	199.85K	10.96M	-26.34K	-11.64%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.71%	211.3K	11.59M	85.28K	+67.67%
Mar 31, 2026	STONECREST WEALTH MANAGEMENT, INC.	0.76%	225.51K	12.37M	3.33K	+1.50%
Mar 31, 2026		0.72%	214.87K	11.78M	24.95K	+13.14%
Mar 31, 2026	PLANNING ALTERNATIVES LTD /ADV	1.63%	482.98K	26.49M	482.98K	+100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	1.73%	513.25K	28.15M	-9.42K	-1.80%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.81%	535.61K	29.37M	445.72K	+495.87%
Mar 31, 2026	CWM, LLC	1.82%	538.92K	29.55M	65.68K	+13.88%
Mar 31, 2026	DRAKE & ASSOCIATES, LLC	1.85%	548.56K	30.08M	75.62K	+15.99%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.89%	559.92K	30.71M	31.3K	+5.92%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	1.91%	565.33K	31M	270.45K	+91.72%
Mar 31, 2026	RFG ADVISORY, LLC	1.92%	570.43K	31.28M	12.61K	+2.26%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.95%	576.87K	31.64M	121.86K	+26.78%
Mar 31, 2026	ADAMSBROWN WEALTH CONSULTANTS LLC	2.01%	594.61K	32.61M	45.83K	+8.35%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	2.15%	636.48K	34.92M	108.89K	+20.64%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.43%	719.99K	39.48M	250.48K	+53.35%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	2.45%	725.09K	40.29M	77.61K	+11.99%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.49%	1.03M	56.73M	372.38K	+56.25%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	4.69%	1.39M	76.31M	79.02K	+6.02%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	5.02%	1.49M	81.67M	531.66K	+55.52%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	7.08%	2.1M	115.08M	523.23K	+33.22%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	10.57%	3.13M	171.9M	1.16M	+58.86%
Mar 31, 2026	LPL FINANCIAL LLC	18.96%	5.62M	308.34M	1.07M	+23.58%
Mar 31, 2026	MERIDIAN WEALTH MANAGEMENT, LLC	0.55%	162.46K	8.91M	25.89K	+18.96%
Mar 31, 2026	SYSTELLIGENCE, LLC	0.56%	165.14K	9.06M	-36.92K	-18.27%
Mar 31, 2026	TIDEMARK, LLC	0.56%	167.38K	9.18M	135.25K	+420.81%
Mar 31, 2026	CENTAURUS FINANCIAL, INC.	0.63%	186.51K	10.23M	60.34K	+47.83%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.64%	188.82K	10.35M	1.28K	+0.68%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.79%	232.81K	12.77M	136.97K	+142.91%
Mar 31, 2026	TITLEIST ASSET MANAGEMENT, LLC	0.77%	228.11K	12.51M	25.94K	+12.83%
Mar 31, 2026	DOGWOOD WEALTH MANAGEMENT LLC	0.49%	146.06K	8.01M	12.3K	+9.19%
Mar 31, 2026	ALPINE BANK WEALTH MANAGEMENT	0.5%	149.1K	8.18M	52.59K	+54.50%
Mar 31, 2026	JPMORGAN CHASE & CO	0.52%	152.88K	8.09M	8.28K	+5.72%
Mar 31, 2026	KOVACK ADVISORS, INC.	0.78%	232.53K	13.11M	-44.04K	-15.92%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.84%	248.01K	13.98M	23.12K	+10.28%
Mar 31, 2026	D'ORAZIO & ASSOCIATES, INC.	0.96%	283.68K	15.56M	17.57K	+6.60%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.96%	285.54K	15.66M	125.83K	+78.79%
Mar 31, 2026	THREE CORD TRUE WEALTH MANAGEMENT, LLC	0.98%	290.01K	15.9M	17.69K	+6.49%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	1.02%	302.99K	16.62M	265.76K	+713.78%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.04%	309.63K	16.98M	95.07K	+44.31%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	1.05%	311.27K	17.07M	33.64K	+12.12%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.08%	319.92K	17.88M	24.1K	+8.15%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.21%	358.08K	19.64M	353.04K	+7,006.15%
Mar 31, 2026	INSIGHT WEALTH STRATEGIES, LLC	1.24%	368.51K	20.21M	48.97K	+15.33%
Mar 31, 2026	ROOTED WEALTH ADVISORS, INC.	1.28%	379.17K	22.63M	42.45K	+12.61%
Mar 31, 2026	WHITAKER-MYERS WEALTH MANAGERS, LTD.	1.34%	397.72K	21.81M	20.62K	+5.47%
Mar 31, 2026	MCILRATH & ECK, LLC	1.54%	455.52K	24.98M	13.69K	+3.10%
Mar 31, 2026	AVID WEALTH PARTNERS LLC	0.6%	178.94K	9.81M	22.48K	+14.37%
Mar 31, 2026	MANCHESTER FINANCIAL INC	1.54%	456.01K	25.01M	2.94K	+0.65%
Mar 31, 2026	GRATUS WEALTH ADVISORS, LLC	1.54%	456.82K	25.05M	456.82K	+100.00%
Mar 31, 2026	SILVER OAK SECURITIES, INCORPORATED	0.58%	171.43K	9.4M	105	+0.06%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.23%	957.53K	53.21M	474.67K	+98.30%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.8%	235.92K	13.11M	235.92K	+100.00%
Dec 31, 2025	STONECREST WEALTH MANAGEMENT, INC.	0.75%	222.18K	12.35M	16.23K	+7.88%
Dec 31, 2025	LPL FINANCIAL LLC	15.34%	4.55M	252.82M	677.99K	+17.51%
Dec 31, 2025	ORG PARTNERS LLC	0.66%	195.27K	10.85M	20.9K	+11.99%
Dec 31, 2025	ABLE WEALTH MANAGEMENT LLC	0.64%	188.65K	10.48M	24.45K	+14.89%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.63%	187.54K	10.42M	58.77K	+45.64%
Dec 31, 2025	CYR FINANCIAL INC.	0.59%	176.43K	9.8M	13.69K	+8.41%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.58%	171.33K	9.57M	12.99K	+8.20%
Dec 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.57%	168.83K	9.38M	8.37K	+5.21%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.54%	159.7K	8.87M	148.75K	+1,358.08%
Dec 31, 2025	LEGEND FINANCIAL ADVISORS, INC.	0.4%	118.91K	6.61M	520	+0.44%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.38%	111.64K	6.2M	2K	+1.82%
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.37%	108.59K	6.03M	1.43K	+1.33%
Dec 31, 2025	WJ WEALTH MANAGEMENT, LLC	0.34%	101.56K	5.64M	-3.46K	-3.30%
Dec 31, 2025	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	0.33%	99.11K	5.51M	52.47K	+112.50%
Dec 31, 2025	TRUWEALTH ADVISORS, LLC	0.33%	98.32K	5.46M	37.82K	+62.50%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.65%	1.97M	109.65M	398.49K	+25.30%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	5.31%	1.58M	87.53M	471.32K	+42.70%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	4.43%	1.31M	72.94M	755.47K	+135.62%
Dec 31, 2025	ADAMSBROWN WEALTH CONSULTANTS LLC	1.85%	548.78K	30.5M	61.56K	+12.63%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.78%	528.62K	29.38M	101.19K	+23.67%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.78%	527.6K	29.33M	105.03K	+24.86%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	1.76%	522.67K	29.04M	115.46K	+28.35%
Dec 31, 2025	CWM, LLC	1.6%	473.24K	26.3M	56.35K	+13.52%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.58%	469.51K	26.09M	202.65K	+75.94%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.53%	455.02K	25.29M	48.99K	+12.07%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.43%	126.03K	7M	26.56K	+26.70%
Dec 31, 2025	WEALTHCARE INVESTMENT PARTNERS, LLC	0.41%	120.16K	6.76M	27.48K	+29.64%
Dec 31, 2025	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.4%	119.86K	6.66M	16.29K	+15.73%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	2.18%	647.48K	35.98M	84.65K	+15.04%
Dec 31, 2025	MANCHESTER FINANCIAL INC	1.53%	453.08K	25.18M	453.08K	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	1.52%	450K	25.01M	355.16K	+374.50%
Dec 31, 2025	MCILRATH & ECK, LLC	1.49%	441.83K	24.55M	53.51K	+13.78%
Dec 31, 2025	WHITAKER-MYERS WEALTH MANAGERS, LTD.	1.27%	377.11K	20.96M	-1.39K	-0.37%
Dec 31, 2025	ROOTED WEALTH ADVISORS, INC.	1.14%	336.73K	19.62M	20.07K	+6.34%
Dec 31, 2025	INSIGHT WEALTH STRATEGIES, LLC	1.08%	319.54K	17.76M	12.32K	+4.01%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1%	295.82K	16.82M	27.74K	+10.35%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.99%	294.87K	16.39M	137.77K	+87.70%
Dec 31, 2025	KOVACK ADVISORS, INC.	0.93%	276.56K	15.37M	-7.03K	-2.48%
Dec 31, 2025	THREE CORD TRUE WEALTH MANAGEMENT, LLC	0.92%	272.33K	15.13M	21.87K	+8.73%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.44%	131.21K	7.29M	15.5K	+13.40%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.43%	126.17K	7.01M	4.59K	+3.77%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.23%	662K	36.79M	303.3K	+84.56%
Dec 31, 2025	RFG ADVISORY, LLC	1.88%	557.82K	31M	62.86K	+12.70%
Dec 31, 2025	D'ORAZIO & ASSOCIATES, INC.	0.9%	266.11K	14.79M	48.58K	+22.33%
Dec 31, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.76%	226.19K	12.57M	-17.24K	-7.08%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.94%	277.62K	15.43M	187.19K	+207.00%
Dec 31, 2025		0.64%	189.92K	10.55M	189.92K	+100.00%
Dec 31, 2025	DRAKE & ASSOCIATES, LLC	1.59%	472.94K	26.28M	55.55K	+13.31%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.76%	224.89K	12.5M	16.61K	+7.98%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.72%	214.56K	11.92M	167.96K	+360.37%
Dec 31, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.68%	202.17K	11.23M	9.05K	+4.69%
Dec 31, 2025	SYSTELLIGENCE, LLC	0.68%	202.05K	11.23M	-46.67K	-18.76%
Dec 31, 2025	AVID WEALTH PARTNERS LLC	0.53%	156.46K	8.69M	156.46K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.49%	144.6K	8.04M	143.31K	+11,161.53%
Dec 31, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.46%	136.57K	7.59M	1.98K	+1.47%
Dec 31, 2025	DOGWOOD WEALTH MANAGEMENT LLC	0.45%	133.76K	7.43M	21.03K	+18.65%
Sep 30, 2025	ORG PARTNERS LLC	0.59%	174.36K	9.42M	63.22K	+56.88%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.43%	128.77K	6.95M	117.86K	+1,080.30%
Sep 30, 2025	LEGEND FINANCIAL ADVISORS, INC.	0.4%	118.39K	6.39M	909	+0.77%
Sep 30, 2025	RFG ADVISORY, LLC	1.67%	494.96K	26.72M	481.4K	+3,550.93%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	1.88%	557.04K	30.07M	14.75K	+2.72%
Sep 30, 2025		0.47%	140.34K	7.48M	140.34K	+100.00%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.53%	158.34K	8.55M	12.37K	+8.48%
Sep 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.54%	160.47K	8.66M	15.12K	+10.40%
Sep 30, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.65%	193.12K	10.43M	67.41K	+53.62%
Sep 30, 2025	STONECREST WEALTH MANAGEMENT, INC.	0.69%	205.95K	11.12M	45.48K	+28.34%
Sep 30, 2025	SYSTELLIGENCE, LLC	0.84%	248.72K	13.43M	86.95K	+53.75%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.9%	268.08K	14.43M	7.93K	+3.05%
Sep 30, 2025	KOVACK ADVISORS, INC.	0.96%	283.59K	15.31M	283.59K	+100.00%
Sep 30, 2025	INSIGHT WEALTH STRATEGIES, LLC	1.04%	307.22K	16.59M	307.22K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.37%	406.03K	21.92M	84.62K	+26.33%
Sep 30, 2025	CWM, LLC	1.41%	416.88K	22.51M	79.41K	+23.53%
Sep 30, 2025	DRAKE & ASSOCIATES, LLC	1.41%	417.39K	22.5M	80.74K	+23.98%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.42%	422.56K	22.58M	296.72K	+235.79%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.63%	482.86K	26.07M	258.79K	+115.49%
Sep 30, 2025	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.35%	103.57K	5.59M	6.27K	+6.44%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.44%	427.43K	23.08M	88.15K	+25.98%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.9%	266.86K	14.41M	112.18K	+72.52%
Sep 30, 2025	THREE CORD TRUE WEALTH MANAGEMENT, LLC	0.84%	250.46K	13.52M	6.93K	+2.85%
Sep 30, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.82%	243.43K	13.14M	233.37K	+2,321.20%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.7%	208.28K	11.25M	9.56K	+4.81%
Sep 30, 2025	REDHAWK WEALTH ADVISORS, INC.	0.37%	109.63K	5.92M	109.63K	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.37%	108.75K	5.87M	74.33K	+215.95%
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.36%	107.16K	5.79M	10.88K	+11.30%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	1.37%	407.21K	21.99M	36.62K	+9.88%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.61%	181K	9.77M	-4K	-2.16%
Sep 30, 2025	ABLE WEALTH MANAGEMENT LLC	0.55%	164.21K	8.87M	68.06K	+70.78%
Sep 30, 2025	CYR FINANCIAL INC.	0.55%	162.75K	8.79M	4.11K	+2.59%
Sep 30, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.45%	134.59K	7.27M	134.59K	+100.00%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.37%	109.64K	5.92M	35.36K	+47.60%
Sep 30, 2025	WEALTHCARE INVESTMENT PARTNERS, LLC	0.31%	92.68K	5.02M	50.33K	+118.84%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.3%	90.43K	4.88M	5.02K	+5.88%
Sep 30, 2025	SMITH, MOORE & CO.	0.28%	83.2K	4.49M	3.12K	+3.89%
Sep 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.28%	82.43K	4.45M	1.14K	+1.40%
Sep 30, 2025	HORIZON INVESTMENT SERVICES, LLC	0.28%	81.71K	4.41M	7.5K	+10.11%
Sep 30, 2025	SIGMA PLANNING CORP	0.26%	77.67K	4.19M	19.47K	+33.45%
Sep 30, 2025	PROFESSIONAL FINANCIAL ADVISORS, LLC	0.23%	68.19K	3.68M	52	+0.08%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.23%	67.39K	3.64M	67.39K	+100.00%
Sep 30, 2025	D'ORAZIO & ASSOCIATES, INC.	0.73%	217.53K	11.74M	168.89K	+347.25%
Sep 30, 2025	WJ WEALTH MANAGEMENT, LLC	0.35%	105.03K	5.66M	54.44K	+107.61%
Sep 30, 2025	CITADEL ADVISORS LLC	1.84%	544.52K	29.4M	512.38K	+1,594.16%
Sep 30, 2025	ADAMSBROWN WEALTH CONSULTANTS LLC	1.64%	487.22K	26.31M	431.62K	+776.27%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.41%	121.58K	6.56M	6.75K	+5.88%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.39%	115.71K	6.25M	4.75K	+4.28%
Sep 30, 2025	DOGWOOD WEALTH MANAGEMENT LLC	0.38%	112.74K	6.09M	12.85K	+12.86%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.37%	111.11K	6M	32.8K	+41.88%
Sep 30, 2025	WHITAKER-MYERS WEALTH MANAGERS, LTD.	1.28%	378.5K	20.44M	378.5K	+100.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.21%	358.7K	19.37M	358.7K	+100.00%
Sep 30, 2025	ROOTED WEALTH ADVISORS, INC.	1.07%	316.65K	17.21M	316.65K	+100.00%
Sep 30, 2025	MCILRATH & ECK, LLC	1.31%	388.32K	20.97M	31.93K	+8.96%
Sep 30, 2025	LPL FINANCIAL LLC	13.06%	3.87M	209.03M	1.79M	+85.89%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.31%	1.57M	85.02M	891.21K	+130.38%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	3.72%	1.1M	59.6M	773.82K	+234.45%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	1.9%	562.83K	30.39M	86.77K	+18.23%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.34%	99.47K	5.37M	56.5K	+131.48%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.33%	97.25K	5.25M	7.56K	+8.43%
Sep 30, 2025	ALPINE BANK WEALTH MANAGEMENT	0.33%	97.13K	5.24M	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.32%	94.84K	5.12B	-454.96K	-82.75%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.53%	157.1K	8.48M	157.1K	+100.00%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.37%	89.69K	4.6M	15.27K	+20.51%
Jun 30, 2025	WJ WEALTH MANAGEMENT, LLC	0.21%	50.59K	2.59M	50.59K	+100.00%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.23%	55.79K	2.86M	34.96K	+167.86%
Jun 30, 2025	SIGMA PLANNING CORP	0.24%	58.2K	2.98M	10.92K	+23.10%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.24%	59.29K	3.04M	28.16K	+90.46%
Jun 30, 2025	USADVISORS WEALTH MANAGEMENT, LLC	0.25%	62.02K	3.18M	62.02K	+100.00%
Jun 30, 2025	PROFESSIONAL FINANCIAL ADVISORS, LLC	0.28%	68.14K	3.49M	1.37K	+2.04%
Jun 30, 2025	HORIZON INVESTMENT SERVICES, LLC	0.3%	74.21K	3.8M	6.47K	+9.55%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.3%	74.28K	3.81M	74.28K	+100.00%
Jun 30, 2025	SMITH, MOORE & CO.	0.33%	80.08K	4.1M	80.08K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.35%	85.41K	4.38M	43.78K	+105.18%
Jun 30, 2025	ABLE WEALTH MANAGEMENT LLC	0.39%	96.15K	4.93M	96.15K	+100.00%
Jun 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.39%	96.27K	4.93M	89.1K	+1,241.78%
Jun 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.6%	145.35K	7.45M	9.59K	+7.06%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.6%	145.97K	7.48M	145.63K	+43,602.40%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.63%	154.68K	7.93M	125.29K	+426.22%
Jun 30, 2025	CYR FINANCIAL INC.	0.65%	158.63K	8.13M	21.87K	+15.99%
Jun 30, 2025	STONECREST WEALTH MANAGEMENT, INC.	0.66%	160.48K	8.22M	160.48K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.92%	224.08K	11.48M	88.97K	+65.85%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.07%	260.15K	13.2M	97.71K	+60.15%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.32%	321.41K	16.47M	295.19K	+1,125.91%
Jun 30, 2025	CWM, LLC	1.38%	337.47K	17.29M	46.54K	+16.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.39%	339.28K	17.38M	192.94K	+131.85%
Jun 30, 2025	MCILRATH & ECK, LLC	1.46%	356.4K	18.26M	86.05K	+31.83%
Jun 30, 2025	THREE CORD TRUE WEALTH MANAGEMENT, LLC	1%	243.53K	12.48M	243.53K	+100.00%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.2%	48.76K	2.5M	48.76K	+100.00%
Jun 30, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.52%	125.71K	6.44M	1.31K	+1.06%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.26%	62.8K	3.22M	-51.52K	-45.07%
Jun 30, 2025	ORG PARTNERS LLC	0.46%	111.15K	5.68M	53.1K	+91.49%
Jun 30, 2025	TIDEMARK, LLC	0.56%	137.27K	7.03M	-16.3K	-10.61%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.8%	683.56K	35.03M	440.47K	+181.20%
Jun 30, 2025	LPL FINANCIAL LLC	8.54%	2.08M	106.72M	1.15M	+122.90%
Jun 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.33%	81.29K	4.17M	81.29K	+100.00%
Jun 30, 2025		0.4%	97.13K	4.98M	24.48K	+33.69%
Jun 30, 2025	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.4%	97.3K	4.99M	51.93K	+114.46%
Jun 30, 2025	ARIZONA PSPRS TRUST	0.43%	103.87K	5.32M	10.2K	+10.89%
Jun 30, 2025	ADAMSBROWN WEALTH CONSULTANTS LLC	0.23%	55.6K	2.85M	6.36K	+12.92%
Jun 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.26%	64K	3.28M	64K	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.45%	110.96K	5.69M	82.82K	+294.28%
Jun 30, 2025	LEGEND FINANCIAL ADVISORS, INC.	0.48%	117.49K	6.02M	11.94K	+11.31%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.81%	198.72K	10.18M	198.72K	+100.00%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	1.95%	476.07K	24.39M	111.02K	+30.41%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	2.22%	542.29K	27.79M	12.76K	+2.41%
Jun 30, 2025	JANE STREET GROUP, LLC	2.25%	549.8K	28.17M	536.06K	+3,902.62%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.35%	330.06K	16.91M	222.91K	+208.04%
Jun 30, 2025	DRAKE & ASSOCIATES, LLC	1.38%	336.65K	17.25M	336.65K	+100.00%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	1.52%	370.59K	18.99M	210.53K	+131.53%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.52%	125.84K	6.45M	60.71K	+93.20%
Jun 30, 2025	DOGWOOD WEALTH MANAGEMENT LLC	0.41%	99.89K	5.08M	99.89K	+100.00%
Jun 30, 2025	ALPINE BANK WEALTH MANAGEMENT	0.4%	97.13K	4.98M	24.48K	+33.69%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.32%	78.31K	4.01B	78.31K	+100.00%
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.47%	114.83K	5.88M	114.83K	+100.00%
Jun 30, 2025	SYSTELLIGENCE, LLC	0.66%	161.77K	8.29M	-6.49K	-3.86%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.76%	185K	9.48M	25K	+15.63%
Mar 31, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.24%	32.48K	1.43M	32.48K	+100.00%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.3%	41.63K	1.84M	4.2K	+11.21%
Mar 31, 2025	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.33%	45.37K	2M	34.84K	+330.86%
Mar 31, 2025	PROFESSIONAL FINANCIAL ADVISORS, LLC	0.49%	66.77K	2.95M	3.87K	+6.15%
Mar 31, 2025	JANE STREET GROUP, LLC	0.1%	13.74K	606.58K	-119.95K	-89.73%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	15.05K	664.74K	15.05K	+100.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	12.17K	537.43K	10.97K	+914.17%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.13%	17.89K	790.02K	-1.32K	-6.87%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.15%	20.83K	920K	20.83K	+100.00%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.18%	24.21K	1.07M	24.21K	+100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	26.22K	1.16M	13.38K	+104.22%
Mar 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.17%	160K	7.11M	160K	+100.00%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	2.67%	365.05K	16.12M	365.05K	+100.00%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	3.87%	529.53K	23.38M	529.53K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	29.4K	1.3M	7.98K	+37.25%
Mar 31, 2025	CGC FINANCIAL SERVICES, LLC	0.11%	15.61K	689.21K	-581	-3.59%
Mar 31, 2025		0.09%	11.87K	524.19K	-7.86K	-39.84%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.09%	11.95K	527.69K	5.55K	+86.57%
Mar 31, 2025	LPL FINANCIAL LLC	6.82%	934.35K	41.26M	365.14K	+64.15%
Mar 31, 2025	ADAMSBROWN WEALTH CONSULTANTS LLC	0.36%	49.24K	2.17M	49.24K	+100.00%
Mar 31, 2025	MCILRATH & ECK, LLC	1.97%	270.35K	11.94M	270.35K	+100.00%
Mar 31, 2025	ORG PARTNERS LLC	0.42%	58.04K	2.49M	32.93K	+131.09%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.48%	65.14K	2.88M	49.87K	+326.62%
Mar 31, 2025	CYR FINANCIAL INC.	1%	136.76K	6.04M	6.47K	+4.97%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.13%	17.24K	761.32K	4	+0.02%
Mar 31, 2025	EMBREE FINANCIAL GROUP	0.12%	16.77K	740.74K	16.77K	+100.00%
Mar 31, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.13%	17.34K	765.85K	939	+5.72%
Mar 31, 2025	ATLAS CAPITAL ADVISORS LLC	0.21%	28.15K	1.24M	-2.8K	-9.04%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.23%	31.13K	1.37M	3.5K	+12.65%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.19%	162.44K	7.17M	-32.57K	-16.70%
Mar 31, 2025	SYSTELLIGENCE, LLC	1.23%	168.26K	7.43M	-50.65K	-23.14%
Mar 31, 2025	CAPSTONE WEALTH MANAGEMENT GROUP, LLC	0.19%	26.52K	1.17M	26.52K	+100.00%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.21%	28.14K	1.24M	7.85K	+38.70%
Mar 31, 2025	SIGMA PLANNING CORP	0.35%	47.28K	2.09M	8.35K	+21.44%
Mar 31, 2025	LEGEND FINANCIAL ADVISORS, INC.	0.77%	105.54K	4.66M	105.54K	+100.00%
Mar 31, 2025	REDHAWK WEALTH ADVISORS, INC.	0.08%	10.28K	453.91K	702	+7.33%
Mar 31, 2025	BETTERMENT LLC	0.08%	11.18K	494K	-4.76K	-29.86%
Mar 31, 2025	CWM, LLC	2.12%	290.93K	12.85M	290.93K	+100.00%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.77%	243.09K	10.73M	238.31K	+4,988.70%
Mar 31, 2025	TIDEMARK, LLC	1.12%	153.56K	6.78M	-92.02K	-37.47%
Mar 31, 2025	HORIZON INVESTMENT SERVICES, LLC	0.49%	67.74K	2.99M	40.69K	+150.45%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.54%	74.42K	3.29M	39.86K	+115.31%
Mar 31, 2025	ARIZONA PSPRS TRUST	0.68%	93.67K	4.14M	93.67K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.78%	107.15K	4.73M	107.15K	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.83%	114.32K	5.05M	102.78K	+890.47%
Mar 31, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.91%	124.4K	5.49M	440	+0.35%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.99%	135.11K	5.97M	8.64K	+6.83%
Mar 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.99%	135.76K	6M	135.76K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.07%	146.33K	6.46M	13.99K	+10.57%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	1.17%	160.07K	7.07M	-15.98K	-9.08%

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