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

Who are the major shareholders selling Invesco RAFI Strategic US ETF stock?

ADVISOR GROUP HOLDINGS, INC., in the last quarter, reduced its stake in IUS by -0.48% restricting it's holding to 446.01 thousand shares of worth nearly $29.25M. NEWEDGE ADVISORS, LLC also lessened -10.34% of the IUS shares from its portfolio, reducing its holding to 11.55 thousand shares of worth $757.55K. CENTERPOINT ADVISORY GROUP also shunned IUS shares holding by -1.54% last quarter which brought its holding to 18.68 thousand shares worth $1.23M.

Investors who are buying IUS stock?

As per its latest 13F filing, WELL DONE, LLC increased its stake in IUS by 9.86% in the last quarter. The institutional holder raised its holding to 6.63 thousand shares having worth more than $434.86K. PFG ADVISORS also added 9.57% more shares of IUS to its portfolio, raising its holding to 124.27 thousand shares of worth $8.15M. RAYMOND JAMES FINANCIAL INC also increased its IUS shares holding by 4.74% which brought its holding to 251.56 thousand shares worth $16.50M.

IUS's major insiders: who are they?

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

Did an insider recently sell IUS stock?

Company executives, directors, and other insiders own N/A percent of Invesco RAFI Strategic US ETF's stock. Within the last six months, there have been 0 transaction(s) in which IUS insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased IUS stock?

There have been 0 transaction(s) during the past 6-months in which Invesco RAFI Strategic US ETF insiders have bought stock, totalling 0 shares

How much of IUS does insiders own?

Around 0 Invesco RAFI Strategic US ETF shares are held by insiders, which represents about N/A of IUS stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IUS?

WELL DONE, LLC is the largest institutional owner in IUS which holds 6.63 thousand shares worth $434.86K or 0.05% of the total IUS shares outstanding followed by PFG ADVISORS with ownership of 124.27 thousand shares representing 0.97% of the IUS ownership. RAYMOND JAMES FINANCIAL INC is the third largest stakeholder with 251.56 thousand shares or 1.96% of the ownership worth more than $16.50M.

Is Invesco RAFI Strategic US 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 IUS is concerned, it is a stock which is not optionable.

Is there a short position on IUS's shares?

Number of IUS 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 IUS shares are there?

As of today, null shares of IUS are outstanding.

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

IUS 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 IUS is null.

Invesco RAFI Strategic US ETF (IUS) 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. WELL DONE, LLC is the top corporate investor, holding 6.63K shares valued at $434.86K. A 0.05% stake in Invesco RAFI Strategic US ETF is owned by the company. PFG ADVISORS owns 124.27K shares valued at $8.15M, which translates its holding of 0.97% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	WELL DONE, LLC	0.05%	6.63K	434.86K	595	+9.86%
Jun 30, 2026	PFG ADVISORS	0.97%	124.27K	8.15M	10.85K	+9.57%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.96%	251.56K	16.5M	11.39K	+4.74%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	3.47%	446.01K	29.25M	-2.16K	-0.48%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.09%	11.55K	757.55K	-1.33K	-10.34%
Jun 30, 2026	CENTERPOINT ADVISORY GROUP	0.15%	18.68K	1.23M	-292	-1.54%
Jun 30, 2026	FOGUTH WEALTH MANAGEMENT, LLC.	0.15%	19.68K	1.31M	-12.75K	-39.33%
Jun 30, 2026	RFG - BRISTOL WEALTH ADVISORS, LLC	0.15%	19.79K	1.3M	-861	-4.17%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	22.54K	1.51M	115	+0.51%
Jun 30, 2026	PROFESSIONAL FINANCIAL ADVISORS, LLC	0.59%	75.83K	4.97M	1.27K	+1.70%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.75%	96.2K	6.31M	-3.46K	-3.47%
Jun 30, 2026	LIGHTHOUSE WEALTH MANAGEMENT INC.	1.34%	171.96K	11.28M	-2.61K	-1.49%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	1.46%	187.45K	12.29M	-9.28K	-4.71%
Jun 30, 2026	HIGHPOINT ADVISOR GROUP LLC	1.75%	225.3K	14.77M	-43.65K	-16.23%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	5.42%	695.79K	45.63M	20.35K	+3.01%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	6.69%	859.47K	56.36M	-40.13K	-4.46%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.04%	5.56K	364.45K	1	+0.02%
Jun 30, 2026	DAKOTA WEALTH MANAGEMENT	0.04%	5.76K	377.94K	-11	-0.19%
Jun 30, 2026	TITLEIST ASSET MANAGEMENT, LLC	0.05%	6.32K	414.66K	0	0
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.05%	6.82K	447.03K	-954	-12.28%
Jun 30, 2026	EATON FINANCIAL HOLDINGS COMPANY, LLC	0.05%	7.04K	461.35K	0	0
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.06%	7.28K	477.67K	24	+0.33%
Jun 30, 2026	FERMATA ADVISORS, LLC	0.06%	7.4K	485.09K	58	+0.79%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.07%	8.39K	550.59K	419	+5.26%
Jun 30, 2026	FMR LLC	0.07%	8.52K	558.59K	1.96K	+29.91%
Jun 30, 2026	SIGMA PLANNING CORP	0.09%	11.08K	726.35K	131	+1.20%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	12.28K	805.51K	-3.33K	-21.33%
Jun 30, 2026	BREAKWATER CAPITAL GROUP	0.2%	25.07K	1.64M	-406	-1.59%
Jun 30, 2026	CCG WEALTH MANAGEMENT, LLC	0.21%	26.99K	1.77M	-97	-0.36%
Jun 30, 2026	CORECAP ADVISORS, LLC	0.21%	27.01K	1.77M	-1.14K	-4.04%
Jun 30, 2026	ONEASCENT FINANCIAL SERVICES LLC	0.22%	27.74K	1.82M	27.74K	+100.00%
Jun 30, 2026		0.23%	29.06K	1.91M	29.06K	+100.00%
Jun 30, 2026	SOVEREIGN FINANCIAL GROUP, INC.	0.26%	33.28K	2.18M	-746	-2.19%
Jun 30, 2026	BERKELEY, INC	1.82%	233.73K	15.33M	17.35K	+8.02%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	1.89%	242.71K	15.92M	-27.58K	-10.20%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	1.92%	246.49K	16.16M	1.64K	+0.67%
Jun 30, 2026	ARQ WEALTH ADVISORS, LLC	1.93%	247.53K	16.57M	44.2K	+21.74%
Jun 30, 2026	INTELLIGENCE DRIVEN ADVISERS, LLC	4.36%	559.7K	36.71M	9.67K	+1.76%
Jun 30, 2026	ALPINE BANK WEALTH MANAGEMENT	4.6%	590.59K	38.73M	590.59K	+100.00%
Jun 30, 2026	LPL FINANCIAL LLC	13.89%	1.78M	117.04M	277.27K	+18.39%
Jun 30, 2026	ONYX BRIDGE WEALTH GROUP LLC	0.1%	12.6K	826.05K	7.44K	+144.44%
Jun 30, 2026	RVW WEALTH, LLC	0.11%	14.02K	919.69K	527	+3.90%
Jun 30, 2026	TEMPUS WEALTH PLANNING, LLC	0.11%	14.53K	952.88K	14.53K	+100.00%
Jun 30, 2026	ADVISORY ALPHA, LLC	0.12%	15.37K	1.01M	10.9K	+244.37%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	15.4K	1.01M	2.34K	+17.93%
Jun 30, 2026	LARSON FINANCIAL GROUP LLC	0.2%	25.67K	1.68M	1.41K	+5.82%
Jun 30, 2026	ADVYZON INVESTMENT MANAGEMENT, LLC	0.23%	29.03K	1.9M	894	+3.18%
Jun 30, 2026	EAGLE STRATEGIES LLC	0.28%	36.3K	2.38M	3.04K	+9.15%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.31%	39.99K	2.62M	28.94K	+261.82%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.38%	48.94K	3.21M	6.46K	+15.20%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.39%	50.12K	3.29M	-16.87K	-25.18%
Jun 30, 2026	NOVA WEALTH MANAGEMENT, INC.	0.44%	56.62K	3.71M	3.38K	+6.34%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.45%	57.67K	3.78M	3.63K	+6.71%
Jun 30, 2026	SYNERGY INVESTMENT MANAGEMENT, LLC	0.46%	59.09K	3.88M	2	0.00%
Jun 30, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.54%	69.97K	4.05M	0	0
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.8%	103.08K	6.76M	77	+0.07%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	1.72%	221.39K	14.52M	14.74K	+7.13%
Jun 30, 2026	BYRNE FINANCIAL FREEDOM, LLC	0.97%	124.93K	8.19M	-2.89K	-2.26%
Jun 30, 2026	TANDEM FINANCIAL, LLC	0.73%	93.28K	6.12M	4.66K	+5.26%
Jun 30, 2026	VANTUS WEALTH LLC	0.23%	29.06K	1.91M	29.06K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.07%	137.76K	9.03M	53.44K	+63.37%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.36%	174.43K	11.44M	133.81K	+329.40%
Mar 31, 2026	ARQ WEALTH ADVISORS, LLC	1.54%	203.33K	11.78M	6.53K	+3.32%
Mar 31, 2026	BERKELEY, INC	1.64%	216.38K	12.53M	55.5K	+34.49%
Mar 31, 2026	PROFESSIONAL FINANCIAL ADVISORS, LLC	0.56%	74.56K	4.32M	74.56K	+100.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.64%	84.33K	4.88M	14.87K	+21.40%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	6.81%	899.59K	52.1M	86.38K	+10.62%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.78%	103.01K	5.97M	-5.08K	-4.70%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.82%	240.17K	13.91M	-17.99K	-6.97%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	1.85%	244.84K	14.18M	4.97K	+2.07%
Mar 31, 2026	BREAKWATER CAPITAL GROUP	0.19%	25.48K	1.48M	318	+1.26%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.31%	40.62K	2.35M	-227	-0.56%
Mar 31, 2026	LARSON FINANCIAL GROUP LLC	0.18%	24.26K	1.4M	1.13K	+4.88%
Mar 31, 2026	CCG WEALTH MANAGEMENT, LLC	0.2%	27.09K	1.57M	22.92K	+550.22%
Mar 31, 2026	TANDEM FINANCIAL, LLC	0.67%	88.62K	5.13M	88.62K	+100.00%
Mar 31, 2026	DAKOTA WEALTH MANAGEMENT	0.05%	5.77K	334.39K	-639	-9.96%
Mar 31, 2026	WELL DONE, LLC	0.05%	6.04K	349.57K	6.04K	+100.00%
Mar 31, 2026	TITLEIST ASSET MANAGEMENT, LLC	0.05%	6.32K	366.19K	-562	-8.16%
Mar 31, 2026	EATON FINANCIAL HOLDINGS COMPANY, LLC	0.06%	7.04K	407.42K	-3.03K	-30.12%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.06%	7.26K	420.45K	-157	-2.12%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.75%	99.66K	5.77M	3.55K	+3.69%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	5.11%	675.44K	39.12M	4.21K	+0.63%
Mar 31, 2026	INTELLIGENCE DRIVEN ADVISERS, LLC	4.16%	550.03K	31.85M	-112.71K	-17.01%
Mar 31, 2026	HIGHPOINT ADVISOR GROUP LLC	2.03%	268.94K	15.58M	-79.91K	-22.91%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	1.56%	206.65K	11.97M	27.26K	+15.19%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	1.49%	196.72K	11.39M	60.87K	+44.80%
Mar 31, 2026	NARUS FINANCIAL PARTNERS, LLC	0.06%	7.29K	422.31K	-955	-11.58%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.08%	8.77K	507.98K	-403	-4.39%
Mar 31, 2026	THOROUGHBRED FINANCIAL SERVICES, LLC	0.08%	9.22K	534K	31	+0.34%
Mar 31, 2026	CITADEL ADVISORS LLC	0.09%	10.47K	606.53K	-2.77K	-20.91%
Mar 31, 2026	ROYAL BANK OF CANADA	0.09%	11.43K	662K	4.3K	+60.29%
Mar 31, 2026	LPL FINANCIAL LLC	11.4%	1.51M	87.3M	-514	-0.03%
Mar 31, 2026	FERMATA ADVISORS, LLC	0.06%	7.34K	425.04K	334	+4.77%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.07%	7.97K	461.93K	-35	-0.44%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.07%	8.12K	470.15K	-9.64K	-54.28%
Mar 31, 2026	CWM, LLC	5.31%	701.43K	40.62M	33.56K	+5.03%
Mar 31, 2026	JANE STREET GROUP, LLC	0.07%	8.41K	487.23K	-2.9K	-25.65%
Mar 31, 2026	VALUED RETIREMENTS, INC.	0.07%	8.45K	489.52K	8.45K	+100.00%
Mar 31, 2026		0.21%	27.45K	1.59M	-407	-1.46%
Mar 31, 2026	ADVYZON INVESTMENT MANAGEMENT, LLC	0.21%	28.14K	1.63M	1.28K	+4.77%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.21%	28.15K	1.63M	-2.04K	-6.76%
Mar 31, 2026	EAGLE STRATEGIES LLC	0.25%	33.26K	1.93M	3.41K	+11.42%
Mar 31, 2026	SOVEREIGN FINANCIAL GROUP, INC.	0.26%	34.03K	1.97M	41	+0.12%
Mar 31, 2026	BYRNE FINANCIAL FREEDOM, LLC	0.97%	127.82K	7.4M	2.51K	+2.00%
Mar 31, 2026	MCILRATH & ECK, LLC	1.17%	155.04K	8.98M	5.8K	+3.89%
Mar 31, 2026	SIGMA PLANNING CORP	0.09%	10.95K	633.86K	-376	-3.32%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.08%	11.05K	640.04K	11.05K	+100.00%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.1%	12.88K	746.14K	-2.56K	-16.60%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	13.06K	756.36K	-3.98K	-23.33%
Mar 31, 2026	RVW WEALTH, LLC	0.1%	13.5K	781.66K	-759	-5.32%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	15.61K	904.19K	-1.68K	-9.73%
Mar 31, 2026	CENTERPOINT ADVISORY GROUP	0.14%	18.98K	1.1M	-515	-2.64%
Mar 31, 2026	RFG - BRISTOL WEALTH ADVISORS, LLC	0.16%	20.65K	1.2M	-31.45K	-60.36%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.17%	22.42K	1.31M	-520	-2.27%
Mar 31, 2026	GTS SECURITIES LLC	0.39%	51.24K	2.97M	51.24K	+100.00%
Mar 31, 2026	NOVA WEALTH MANAGEMENT, INC.	0.4%	53.24K	3.08M	5.74K	+12.09%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.41%	54.04K	3.13M	-50	-0.09%
Mar 31, 2026	SYNERGY INVESTMENT MANAGEMENT, LLC	0.45%	59.09K	3.42M	12.08K	+25.68%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.51%	66.98K	3.88M	-89.88K	-57.30%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.53%	69.97K	4.05M	2.48K	+3.67%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.54%	71.73K	4.15M	71.73K	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.32%	42.48K	2.46M	1.7K	+4.17%
Mar 31, 2026	LIGHTHOUSE WEALTH MANAGEMENT INC.	1.32%	174.57K	10.11M	4.68K	+2.75%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	2.04%	270.28K	15.65M	16.43K	+6.47%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	3.39%	448.17K	25.96M	-45.77K	-9.27%
Mar 31, 2026	FOGUTH WEALTH MANAGEMENT, LLC.	0.25%	32.43K	2.13M	-19.99K	-38.14%
Mar 31, 2026	PFG ADVISORS	0.86%	113.42K	6.57M	5.38K	+4.98%
Dec 31, 2025	CENTERPOINT ADVISORY GROUP	0.17%	19.49K	1.11M	-750	-3.71%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.2%	22.94K	1.34M	-316	-1.36%
Dec 31, 2025	BREAKWATER CAPITAL GROUP	0.21%	25.16K	1.44M	548	+2.23%
Dec 31, 2025	LPL FINANCIAL LLC	12.55%	1.51M	86.19M	-9.25K	-0.61%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	6.72%	813.22K	46.48M	40.73K	+5.27%
Dec 31, 2025	CWM, LLC	5.52%	667.86K	38.18M	42.28K	+6.76%
Dec 31, 2025	INTELLIGENCE DRIVEN ADVISERS, LLC	5.65%	662.74K	37.88M	4.98K	+0.76%
Dec 31, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.06%	6.89K	393.55K	-373	-5.14%
Dec 31, 2025	DAKOTA WEALTH MANAGEMENT	0.05%	6.41K	366.57K	6.41K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	4.08%	493.94K	28.24M	11.67K	+2.42%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.16%	258.16K	14.76M	-990	-0.38%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	2.1%	253.86K	14.51M	4.69K	+1.88%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	2.05%	239.88K	13.71M	-1.98K	-0.82%
Dec 31, 2025	ARQ WEALTH ADVISORS, LLC	1.64%	196.79K	11.25M	218	+0.11%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	1.48%	179.39K	10.25M	27.51K	+18.11%
Dec 31, 2025	LIGHTHOUSE WEALTH MANAGEMENT INC.	1.45%	169.9K	9.71M	461	+0.27%
Dec 31, 2025	BERKELEY, INC	1.37%	160.89K	9.2M	44.48K	+38.21%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.34%	156.87K	8.97M	-67.88K	-30.20%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.57%	69.46K	3.97M	-4.91K	-6.60%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.45%	54.09K	3.09M	-4.98K	-8.43%
Dec 31, 2025	RFG - BRISTOL WEALTH ADVISORS, LLC	0.44%	52.1K	2.98M	-8.44K	-13.94%
Dec 31, 2025	FOGUTH WEALTH MANAGEMENT, LLC.	0.43%	52.42K	3.01M	52.42K	+100.00%
Dec 31, 2025	NOVA WEALTH MANAGEMENT, INC.	0.41%	47.5K	2.72M	2.88K	+6.45%
Dec 31, 2025	SYNERGY INVESTMENT MANAGEMENT, LLC	0.4%	47.01K	2.69M	-2.75K	-5.53%
Dec 31, 2025	EATON FINANCIAL HOLDINGS COMPANY, LLC	0.08%	10.07K	575.43K	0	0
Dec 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.08%	9.19K	525K	30	+0.33%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.08%	9.17K	524.36M	-284	-3.00%
Dec 31, 2025	PROSPERITY WEALTH MANAGEMENT, INC.	1.05%	123.1K	7.04M	-5.69K	-4.41%
Dec 31, 2025	PFG ADVISORS	0.92%	108.04K	6.18M	13.82K	+14.67%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	5.73%	671.23K	38.37M	665.31K	+11,234.52%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.19%	23.13K	1.32M	1.64K	+7.63%
Dec 31, 2025	MCILRATH & ECK, LLC	1.27%	149.24K	8.53M	13.12K	+9.64%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	1.13%	135.86K	7.77M	9.3K	+7.35%
Dec 31, 2025	BYRNE FINANCIAL FREEDOM, LLC	1.07%	125.31K	7.16M	-841	-0.67%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.92%	108.09K	6.18M	2.61K	+2.48%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.82%	96.12K	5.49M	6.26K	+6.96%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.58%	67.5K	3.86M	4.91K	+7.85%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.34%	40.85K	2.33M	-3.73K	-8.36%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.34%	40.78K	2.33M	3.22K	+8.57%
Dec 31, 2025	AIFG CONSULTANTS LTD.	0.31%	36.45K	2.08M	4.25K	+13.20%
Dec 31, 2025	SOVEREIGN FINANCIAL GROUP, INC.	0.29%	33.99K	1.94M	-565	-1.64%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.26%	30.18K	1.73M	-681	-2.21%
Dec 31, 2025	EAGLE STRATEGIES LLC	0.25%	29.85K	1.71M	6.44K	+27.49%
Dec 31, 2025	NARUS FINANCIAL PARTNERS, LLC	0.07%	8.25K	471.4K	201	+2.50%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.07%	8.01K	457.91K	551	+7.39%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.07%	7.69K	439.44K	-2.3K	-23.04%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.06%	7.42K	423.95K	1.27K	+20.60%
Dec 31, 2025	FERMATA ADVISORS, LLC	0.06%	7.01K	400.41K	-282	-3.87%
Dec 31, 2025	ROYAL BANK OF CANADA	0.06%	7.13K	408K	823	+13.05%
Dec 31, 2025		0.23%	27.86K	1.59M	27.86K	+100.00%
Dec 31, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.22%	26.86K	1.54M	19.67K	+273.97%
Dec 31, 2025	IFG ADVISORY, LLC	0.17%	19.87K	1.14M	-3.29K	-14.21%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.15%	17.75K	1.01M	-127	-0.71%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.14%	17.3K	988.65K	-10.83K	-38.51%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	17.04K	973.73K	17.04K	+100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.13%	15.45K	882.99K	-6.28K	-28.90%
Dec 31, 2025	RVW WEALTH, LLC	0.12%	14.26K	814.88K	-100	-0.70%
Dec 31, 2025	CITADEL ADVISORS LLC	0.11%	13.24K	756.92K	13.24K	+100.00%
Dec 31, 2025	SIGMA PLANNING CORP	0.1%	11.32K	647.12K	391	+3.58%
Dec 31, 2025	JANE STREET GROUP, LLC	0.1%	11.32K	646.77K	11.32K	+100.00%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.09%	11.27K	644.14K	-2.49K	-18.08%
Sep 30, 2025	RVW WEALTH, LLC	0.12%	14.36K	792.6K	-11	-0.08%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	1.05%	126.56K	6.99M	4.05K	+3.31%
Sep 30, 2025	SOVEREIGN FINANCIAL GROUP, INC.	0.29%	34.55K	1.91M	-2.78K	-7.44%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.04%	4.29K	237.02K	100	+2.38%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.08%	9.99K	551.55K	-165	-1.62%
Sep 30, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.06%	7.26K	400.71K	-629	-7.98%
Sep 30, 2025	ARQ WEALTH ADVISORS, LLC	1.62%	196.57K	10.85M	-11.56K	-5.56%
Sep 30, 2025	REDHAWK WEALTH ADVISORS, INC.	0.03%	3.63K	200.43K	-9.5K	-72.35%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.03%	3.88K	214.03K	-95	-2.39%
Sep 30, 2025	FERMATA ADVISORS, LLC	0.06%	7.29K	402.32K	32	+0.44%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.06%	7.46K	411.87K	310	+4.34%
Sep 30, 2025	IFG ADVISORY, LLC	0.19%	23.16K	1.28M	-97.5K	-80.81%
Sep 30, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.07%	8.53K	470.78K	8.53K	+100.00%
Sep 30, 2025	LOKKEN INVESTMENT GROUP LLC	0.07%	8.59K	474.05K	-2.1K	-19.67%
Sep 30, 2025	PFG ADVISORS	0.78%	94.21K	5.2M	1.29K	+1.39%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.87%	105.48K	5.82M	12.8K	+13.81%
Sep 30, 2025	JPMORGAN CHASE & CO	0.03%	3.97K	218.96K	-25	-0.63%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.19%	23.26K	1.29M	-279	-1.19%
Sep 30, 2025	BERKELEY, INC	0.96%	116.41K	6.43M	9.02K	+8.40%
Sep 30, 2025	BYRNE FINANCIAL FREEDOM, LLC	1.04%	126.16K	6.97M	21.22K	+20.23%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.23%	28.13K	1.55M	-5.82K	-17.15%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.26%	30.87K	1.7M	-466	-1.49%
Sep 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.08%	9.16K	505K	3.25K	+54.87%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.08%	9.46K	522.2K	-105.75K	-91.79%
Sep 30, 2025	GTS SECURITIES LLC	0.08%	9.88K	545.59K	9.88K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.31%	37.56K	2.07M	10.4K	+38.29%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.37%	44.58K	2.46M	-97.41K	-68.61%
Sep 30, 2025	NOVA WEALTH MANAGEMENT, INC.	0.37%	44.62K	2.46M	957	+2.19%
Sep 30, 2025	SYNERGY INVESTMENT MANAGEMENT, LLC	0.41%	49.77K	2.75M	49.77K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.49%	59.08K	3.26M	-10.68K	-15.31%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.11%	13.76K	759.47K	-2.23K	-13.92%
Sep 30, 2025	LIFEWORKS ADVISORS, LLC	0.03%	4.05K	223.66K	28	+0.70%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	2%	241.86K	13.35M	5.24K	+2.21%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	2.06%	249.17K	13.76M	28.61K	+12.97%
Sep 30, 2025	RICHMOND INVESTMENT SERVICES, LLC	0.04%	4.49K	248.11K	0	0
Sep 30, 2025	WMG FINANCIAL ADVISORS, LLC	0.04%	5.26K	290.41K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.04%	5.41K	298.85K	-2.4K	-30.72%
Sep 30, 2025	M.E. ALLISON & CO., INC.	0.05%	5.5K	303.38K	0	0
Sep 30, 2025	CENTRIC WEALTH MANAGEMENT	0.05%	5.63K	315.73K	66	+1.19%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	5.8K	320.21K	-1.63K	-21.93%
Sep 30, 2025	FLAGSTAR ADVISORS INC.	0.05%	5.98K	330.22K	17	+0.28%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.05%	6.15K	339.53K	455	+7.99%
Sep 30, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.06%	7.18K	396.46K	7.18K	+100.00%
Sep 30, 2025	LIGHTHOUSE WEALTH MANAGEMENT INC.	1.4%	169.44K	9.35M	-628	-0.37%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.86%	224.75K	12.41M	-1.39K	-0.62%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.14%	259.15K	14.31M	7.72K	+3.07%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.61%	74.37K	4.11M	26.74K	+56.13%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.74%	89.86K	4.96M	2.97K	+3.42%
Sep 30, 2025	CWM, LLC	5.17%	625.58K	34.54M	624.19K	+44,648.50%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	3.98%	482.27K	26.13M	25.49K	+5.58%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	1.25%	151.88K	8.39M	151.88K	+100.00%
Sep 30, 2025	MCILRATH & ECK, LLC	1.12%	136.12K	7.52M	6.92K	+5.35%
Sep 30, 2025	PROSPERITY WEALTH MANAGEMENT, INC.	1.06%	128.79K	7.11M	-2.22K	-1.70%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.52%	62.59K	3.46M	-5.33K	-7.85%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0.18%	21.49K	1.19M	-7.41K	-25.63%
Sep 30, 2025	INTELLIGENCE DRIVEN ADVISERS, LLC	5.43%	657.76K	36.31M	104.13K	+18.81%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	6.38%	772.49K	42.65M	87.87K	+12.83%
Sep 30, 2025	LPL FINANCIAL LLC	12.54%	1.52M	83.76M	71.93K	+4.98%
Sep 30, 2025	BREAKWATER CAPITAL GROUP	0.2%	24.61K	1.36M	-1.78K	-6.76%
Sep 30, 2025	RFG - BRISTOL WEALTH ADVISORS, LLC	0.5%	60.55K	3.34M	-213.19K	-77.88%
Sep 30, 2025	TANDEM FINANCIAL, LLC	0.62%	74.6K	4.12M	8.42K	+12.72%
Sep 30, 2025	EATON FINANCIAL HOLDINGS COMPANY, LLC	0.08%	10.07K	555.8K	-313	-3.02%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.15%	17.88K	987.23K	-908	-4.83%
Sep 30, 2025	EAGLE STRATEGIES LLC	0.19%	23.41K	1.29M	23.41K	+100.00%
Sep 30, 2025	SIGMA PLANNING CORP	0.09%	10.93K	603.46K	30	+0.28%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.09%	11.09K	612.4K	-65	-0.58%
Sep 30, 2025	AIFG CONSULTANTS LTD.	0.27%	32.2K	1.78M	-2.32K	-6.73%
Sep 30, 2025	CENTERPOINT ADVISORY GROUP	0.17%	20.24K	1.12M	-992	-4.67%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.18%	21.73K	1.2M	7.2K	+49.53%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.86%	220.56K	11.36M	-31.23K	-12.40%
Jun 30, 2025	CENTERPOINT ADVISORY GROUP	0.18%	21.23K	1.09M	-1.72K	-7.49%
Jun 30, 2025	NOVA WEALTH MANAGEMENT, INC.	0.37%	43.67K	2.25M	10.6K	+32.07%
Jun 30, 2025	INTELLIGENCE DRIVEN ADVISERS, LLC	4.68%	553.63K	28.51M	165.36K	+42.59%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	5.78%	684.62K	35.26M	306.78K	+81.19%
Jun 30, 2025	TANDEM FINANCIAL, LLC	0.56%	66.18K	3.41M	66.18K	+100.00%
Jun 30, 2025	BYRNE FINANCIAL FREEDOM, LLC	0.89%	104.93K	5.4M	11.65K	+12.48%
Jun 30, 2025	BERKELEY, INC	0.91%	107.39K	5.53M	107.39K	+100.00%
Jun 30, 2025	LIGHTHOUSE WEALTH MANAGEMENT INC.	1.44%	170.07K	8.76M	-2.33K	-1.35%
Jun 30, 2025	RFG - BRISTOL WEALTH ADVISORS, LLC	2.31%	273.73K	14.1M	-191.52K	-41.16%
Jun 30, 2025		0.18%	21.23K	1.09M	-1.72K	-7.49%
Jun 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.25%	29.03K	1.5M	-74.4K	-71.93%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.12%	13.83K	712.14K	13.83K	+100.00%
Jun 30, 2025	FERMATA ADVISORS, LLC	0.06%	7.26K	373.63K	-3	-0.04%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.06%	7.43K	382.58K	406	+5.78%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.07%	7.78K	400.41K	115	+1.50%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.07%	7.81K	402.37K	-14.63K	-65.19%
Jun 30, 2025	EATON FINANCIAL HOLDINGS COMPANY, LLC	0.09%	10.38K	534.57K	-8.72K	-45.67%
Jun 30, 2025	LOKKEN INVESTMENT GROUP LLC	0.09%	10.69K	550.47K	3.05K	+39.89%
Jun 30, 2025	SIGMA PLANNING CORP	0.09%	10.9K	561.37K	-356	-3.16%
Jun 30, 2025	PFG ADVISORS	0.79%	92.92K	4.79M	7.09K	+8.26%
Jun 30, 2025	IFG ADVISORY, LLC	1.02%	120.66K	6.21M	579	+0.48%
Jun 30, 2025	MCILRATH & ECK, LLC	1.09%	129.2K	6.65M	7.92K	+6.53%
Jun 30, 2025	PROSPERITY WEALTH MANAGEMENT, INC.	1.11%	131.01K	6.75M	24.04K	+22.47%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.09%	11.16K	574.59K	17	+0.15%
Jun 30, 2025	RVW WEALTH, LLC	0.12%	14.37K	739.9K	-35	-0.24%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.14%	15.98K	823.02K	-1.17K	-6.83%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	16.78K	864.02K	-46.74K	-73.58%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.26%	31.33K	1.61M	-766	-2.39%
Jun 30, 2025	AIFG CONSULTANTS LTD.	0.29%	34.52K	1.78M	-1.26K	-3.52%
Jun 30, 2025	SOVEREIGN FINANCIAL GROUP, INC.	0.32%	37.33K	1.92M	-1.81K	-4.63%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.91%	226.14K	11.65M	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.12%	251.43K	12.95M	-833	-0.33%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	3.86%	456.78K	23.53M	-19.95K	-4.18%
Jun 30, 2025	LPL FINANCIAL LLC	12.21%	1.45M	74.43M	149.17K	+11.51%
Jun 30, 2025	FOGUTH WEALTH MANAGEMENT, LLC.	0.24%	28.66K	1.48M	-79.38K	-73.47%
Jun 30, 2025	CITADEL ADVISORS LLC	0.11%	12.94K	666.62K	-2.15K	-14.24%
Jun 30, 2025	REDHAWK WEALTH ADVISORS, INC.	0.11%	13.13K	676.19K	-1.09K	-7.65%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.16%	18.79K	967.64K	-222	-1.17%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.23%	27.16K	1.4M	-12.37K	-31.29%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.24%	28.89K	1.49M	-132	-0.45%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.29%	33.95K	1.75M	-3.54K	-9.45%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	47.63K	2.45M	8.89K	+22.93%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.78%	92.68K	4.77M	12.62K	+15.76%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.97%	115.2K	5.93M	230	+0.20%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.57%	67.92K	3.5M	-40.2K	-37.18%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.2%	23.54K	1.23M	16.34K	+226.89%
Jun 30, 2025	BREAKWATER CAPITAL GROUP	0.22%	26.4K	1.36M	11.04K	+71.85%
Jun 30, 2025	DAVIES FINANCIAL ADVISORS, INC.	0.32%	38.32K	1.97M	-4.87K	-11.27%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.59%	69.76K	3.59M	7.41K	+11.89%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.73%	86.89K	4.48M	-4.62K	-5.05%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	1.04%	122.51K	6.31M	27.67K	+29.17%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.2%	141.98K	7.31M	-123.89K	-46.60%
Jun 30, 2025	ARQ WEALTH ADVISORS, LLC	1.76%	208.14K	10.27M	0	0
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.5%	58.9K	3.03M	27.12K	+85.30%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.12%	14.53K	748.27K	-658	-4.33%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	2%	236.62K	12.19M	-6.74K	-2.77%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.06%	7.15K	368.15K	-1.83K	-20.42%
Jun 30, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.07%	7.89K	406.18K	-11.18K	-58.64%
Jun 30, 2025	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	0.07%	8.43K	434.04K	1.54K	+22.41%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.09%	10.16K	522.99K	-285	-2.73%
Mar 31, 2025	ARQ WEALTH ADVISORS, LLC	1.79%	208.14K	10.27M	1.46K	+0.70%
Mar 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.93%	108.12K	5.34M	42.36K	+64.41%
Mar 31, 2025	INTELLIGENCE DRIVEN ADVISERS, LLC	3.34%	388.27K	19.16M	41.76K	+12.05%
Mar 31, 2025	FOGUTH WEALTH MANAGEMENT, LLC.	0.93%	108.05K	5.33M	10.38K	+10.62%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.16%	19.01K	938.37K	19.01K	+100.00%
Mar 31, 2025	AVEO CAPITAL PARTNERS, LLC	5.23%	607.88K	29.32M	76.05K	+14.30%
Mar 31, 2025	PROSPERITY WEALTH MANAGEMENT, INC.	0.92%	106.97K	5.28M	6.06K	+6.01%
Mar 31, 2025	SIGNAL ADVISORS WEALTH, LLC	0.89%	103.43K	5.11M	10.62K	+11.44%
Mar 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.84%	97.64K	4.82M	97.64K	+100.00%
Mar 31, 2025	AIFG CONSULTANTS LTD.	0.31%	35.78K	1.77M	-1.08K	-2.92%
Mar 31, 2025	CORECAP ADVISORS, LLC	0.28%	32.1K	1.58M	-1.06K	-3.20%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.27%	31.79K	1.57M	18.63K	+141.61%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.16%	19.01K	938.37K	19.01K	+100.00%
Mar 31, 2025	BREAKWATER CAPITAL GROUP	0.13%	15.36K	758.12K	7.58K	+97.47%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.13%	15.19K	749.66K	-22.2K	-59.38%
Mar 31, 2025	SOVEREIGN FINANCIAL GROUP, INC.	0.34%	39.14K	1.93M	2.26K	+6.13%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.15%	17.15K	846.62K	11.2K	+188.27%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.79%	91.51K	4.52M	5.83K	+6.81%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.82%	94.84K	4.68M	-20.54K	-17.80%
Mar 31, 2025	PFG ADVISORS	0.74%	85.83K	4.24M	3.15K	+3.80%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.69%	80.06K	3.95M	90	+0.11%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.33%	38.75K	1.91M	6.44K	+19.95%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.32%	37.49K	1.85M	24.5K	+188.67%
Mar 31, 2025	MCILRATH & ECK, LLC	1.04%	121.28K	5.99M	-4.03K	-3.21%
Mar 31, 2025	IFG ADVISORY, LLC	1.03%	120.08K	5.93M	-46.82K	-28.05%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.99%	114.97K	5.68M	-2.38K	-2.03%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.55%	63.51K	3.14M	53.89K	+560.22%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.54%	62.34K	3.08M	1.01K	+1.65%
Mar 31, 2025	DAVIES FINANCIAL ADVISORS, INC.	0.37%	43.19K	2.13M	23.85K	+123.36%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.34%	39.53K	1.95M	12.07K	+43.93%
Mar 31, 2025	LPL FINANCIAL LLC	11.15%	1.3M	63.97M	262.78K	+25.43%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	4.1%	476.73K	23.53M	-6.24K	-1.29%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.25%	377.85K	18.65M	-14.7K	-3.74%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.29%	265.87K	13.12M	-14.86K	-5.29%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.17%	252.26K	12.45M	9.58K	+3.95%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	2.17%	251.79K	12.43M	36.99K	+17.22%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	2.09%	243.36K	12.01M	-42.69K	-14.92%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.95%	226.14K	11.16M	226.14K	+100.00%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.25%	29.03K	1.43M	12.41K	+74.66%
Mar 31, 2025		0.2%	22.95K	1.13M	-128	-0.55%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.19%	22.45K	1.11M	22.45K	+100.00%
Mar 31, 2025	EATON FINANCIAL HOLDINGS COMPANY, LLC	0.16%	19.1K	942.97K	-15.15K	-44.23%
Mar 31, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.16%	19.07K	941.32K	-208.13K	-91.61%
Mar 31, 2025	CITADEL ADVISORS LLC	0.13%	15.09K	745.04K	15.09K	+100.00%
Mar 31, 2025	ALLGEN FINANCIAL ADVISORS, INC.	0.12%	14.41K	711.49K	9.03K	+167.47%
Mar 31, 2025	RVW WEALTH, LLC	0.12%	14.4K	710.88K	-7.11K	-33.05%

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