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

Who are the major shareholders selling iShares U.S. Financials ETF stock?

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC., in the last quarter, reduced its stake in IYF by -24.7% restricting it's holding to 69.63 thousand shares of worth nearly $8.88M. LPL FINANCIAL LLC also lessened -9.5% of the IYF shares from its portfolio, reducing its holding to 507.19 thousand shares of worth $64.67M. UBS GROUP AG also shunned IYF shares holding by -5.9% last quarter which brought its holding to 383.37 thousand shares worth $48.88M.

Investors who are buying IYF stock?

As per its latest 13F filing, BANK OF MONTREAL /CAN/ increased its stake in IYF by 39.71% in the last quarter. The institutional holder raised its holding to 75.86 thousand shares having worth more than $9.67M. CAPTRUST FINANCIAL ADVISORS also added 360.64% more shares of IYF to its portfolio, raising its holding to 63.05 thousand shares of worth $8.04M. CITIGROUP INC also increased its IYF shares holding by 4.1% which brought its holding to 39.97 thousand shares worth $5.10M.

IYF's major insiders: who are they?

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

Did an insider recently sell IYF stock?

Company executives, directors, and other insiders own N/A percent of iShares U.S. Financials ETF's stock. Within the last six months, there have been 0 transaction(s) in which IYF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased IYF stock?

There have been 0 transaction(s) during the past 6-months in which iShares U.S. Financials ETF insiders have bought stock, totalling 0 shares

How much of IYF does insiders own?

Around 0 iShares U.S. Financials ETF shares are held by insiders, which represents about N/A of IYF stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IYF?

BANK OF MONTREAL /CAN/ is the largest institutional owner in IYF which holds 75.86 thousand shares worth $9.67M or 0.23% of the total IYF shares outstanding followed by CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. with ownership of 69.63 thousand shares representing 0.21% of the IYF ownership. CAPTRUST FINANCIAL ADVISORS is the third largest stakeholder with 63.05 thousand shares or 0.19% of the ownership worth more than $8.04M.

Is iShares U.S. Financials 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 IYF is concerned, it is a stock which is optionable.

Is there a short position on IYF's shares?

Number of IYF 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 IYF shares are there?

As of today, null shares of IYF are outstanding.

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

IYF 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 IYF is null.

iShares US Financials ETF (IYF) insider trading activity: Get Latest News Today

Stock Outstanding Shares

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

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. BANK OF MONTREAL /CAN/ is the top corporate investor, holding 75.86K shares valued at $9.67M. A 0.23% stake in iShares U.S. Financials ETF is owned by the company. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. owns 69.63K shares valued at $8.88M, which translates its holding of 0.21% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.23%	75.86K	9.67M	21.56K	+39.71%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	69.63K	8.88M	-22.84K	-24.70%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.19%	63.05K	8.04M	49.36K	+360.64%
Jun 30, 2026	CITIGROUP INC	0.12%	39.97K	5.1M	1.58K	+4.10%
Jun 30, 2026	VALOR ADVISORS LLC	0.13%	42.3K	5.39M	0	0
Jun 30, 2026	ADVISORTRUST PARTNERS, LLC	0.12%	38.8K	4.95M	38.49K	+12,538.44%
Jun 30, 2026	PGIM CUSTOM HARVEST LLC	3.26%	1.07M	136.72M	2.79K	+0.26%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.28%	750.6K	95.71M	39.95K	+5.62%
Jun 30, 2026	FIL LTD	2.15%	708.17K	90.3M	708.17K	+100.00%
Jun 30, 2026	LPL FINANCIAL LLC	1.54%	507.19K	64.67M	-53.24K	-9.50%
Jun 30, 2026	UBS GROUP AG	1.17%	383.37K	48.88M	-24.05K	-5.90%
Jun 30, 2026	FINLEY FINANCIAL, LLC	0.12%	38.37K	4.89M	-2.06K	-5.08%
Jun 30, 2026	EAGLE STRATEGIES LLC	0.11%	37.27K	4.75M	1.26K	+3.49%
Jun 30, 2026	FISHER ASSET MANAGEMENT, LLC	5.09%	1.68M	213.65M	-42.03K	-2.45%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.68%	224K	28.56M	-335K	-59.93%
Jun 30, 2026	ROYAL BANK OF CANADA	0.85%	278.07K	35.46M	-19.7K	-6.61%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.95%	311.76K	39.75M	-3.03K	-0.96%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.25%	411.19K	52.43M	-14.31K	-3.36%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	1.95%	640.31K	81.65M	-5.13K	-0.80%
Jun 30, 2026	MANUFACTURERS LIFE INSURANCE COMPANY, THE	3.32%	1.02M	129.58M	1.02M	+100.00%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.58%	1.18M	150.19M	-368.05K	-23.81%
Jun 30, 2026	MORGAN STANLEY	4.85%	1.6M	203.65M	56.54K	+3.67%
Jun 30, 2026	PHOENIX HOLDINGS LTD.	3.64%	1.2M	152.57M	0	0
Jun 30, 2026	JPMORGAN CHASE & CO	0.36%	119.87K	15.31M	-15.75K	-11.61%
Jun 30, 2026	ETHOS FINANCIAL GROUP, LLC	0.11%	34.35K	4.38M	-1.01K	-2.87%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.11%	33.21K	4.23M	1.41K	+4.45%
Jun 30, 2026	PETTYJOHN, WOOD & WHITE, INC	0.11%	33.12K	4.22M	-65	-0.20%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	31.6K	4.03M	512	+1.65%
Jun 30, 2026	FIRST CITIZENS FINANCIAL CORP	0.17%	54.3K	6.92M	-32	-0.06%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.17%	55.48K	7.08M	-27.89K	-33.46%
Jun 30, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.22%	73.11K	9.33M	-1.32K	-1.77%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.23%	75.11K	9.57M	-62.67K	-45.48%
Jun 30, 2026	ZURICH INSURANCE GROUP LTD/FI	0.26%	84.73K	10.8M	34.48K	+68.62%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.34%	111.27K	14.2M	7.17K	+6.89%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.35%	115.96K	14.83M	12.49K	+12.08%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.08%	25.34K	3.23M	-31.45K	-55.37%
Jun 30, 2026	SOMERSET GROUP LLC	0.08%	25.32K	3.37M	86	+0.34%
Jun 30, 2026	COLONY FAMILY OFFICES, LLC	0.08%	24.98K	3.19M	0	0
Jun 30, 2026	NVEST FINANCIAL, LLC	0.08%	24.98K	3.19M	1.95K	+8.47%
Jun 30, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.08%	24.25K	3.1M	0	0
Jun 30, 2026	HC ADVISORS, LLC	0.11%	37.12K	4.73M	578	+1.58%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.08%	24.09K	3.07M	103	+0.43%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.08%	23.57K	3.01M	-111	-0.47%
Jun 30, 2026	WEALTHCARE INVESTMENT PARTNERS, LLC	0.07%	21.49K	2.74M	-706	-3.18%
Jun 30, 2026	ALPHACORE CAPITAL LLC	0.07%	21.43K	2.73M	-5.16K	-19.39%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.07%	20.72K	2.64M	-897	-4.15%
Jun 30, 2026	KOVACK ADVISORS, INC.	0.07%	20.28K	2.64M	-906	-4.28%
Jun 30, 2026	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.36%	119.63K	15.25M	119.63K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.44%	144.14K	18.38M	-1.12K	-0.77%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.47%	156.04K	19.9M	4.49K	+2.96%
Jun 30, 2026	PINNACLE FINANCIAL PARTNERS, INC.	0.12%	35.5K	4.53M	-35	-0.10%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.14%	46.77K	5.96M	-287	-0.61%
Jun 30, 2026	FMR LLC	0.84%	275.95K	35.19M	-7.26K	-2.56%
Jun 30, 2026	STILLWATER CAPITAL ADVISORS, LLC	0.15%	49.58K	6.32M	-482	-0.96%
Jun 30, 2026	WASHINGTON TRUST CO	0.16%	52.5K	6.69M	-2.09K	-3.83%
Jun 30, 2026	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.13%	41.96K	5.35M	4.01K	+10.55%
Jun 30, 2026	MAGNUS FINANCIAL GROUP LLC	0.64%	211.97K	27.03M	5.34K	+2.58%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.6%	196.17K	25.01M	-3.31K	-1.66%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.56%	184.35K	23.51M	-7.36K	-3.84%
Jun 30, 2026	SCOTIA CAPITAL INC.	0.52%	171.94K	21.93M	3.51K	+2.08%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.39%	129.46K	16.51M	-194.58K	-60.05%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.35%	115.19K	14.69M	5.14K	+4.67%
Jun 30, 2026	PATTEN & PATTEN INC/TN	0.35%	114.83K	14.64M	-2.11K	-1.80%
Jun 30, 2026	XML FINANCIAL, LLC	0.35%	113.77K	14.51M	42	+0.04%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.33%	109.31K	13.94M	-5.11K	-4.47%
Jun 30, 2026	PRASAD WEALTH PARTNERS, LLC	0.25%	80.85K	10.31M	12.62K	+18.50%
Jun 30, 2026		0.13%	38.8K	4.95M	38.49K	+12,538.44%
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.17%	56.59K	6.66M	56.58K	+514,327.27%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.17%	710.65K	83.62M	53.78K	+8.19%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	1.97%	645.44K	75.94M	26.99K	+4.36%
Mar 31, 2026	LPL FINANCIAL LLC	1.71%	560.43K	65.94M	-53.82K	-8.76%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.61%	199.48K	23.47M	-15.19K	-7.08%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.59%	191.71K	22.56M	-3.27K	-1.68%
Mar 31, 2026	MAGNUS FINANCIAL GROUP LLC	0.63%	206.63K	24.31M	5.97K	+2.98%
Mar 31, 2026	ROYAL BANK OF CANADA	0.91%	297.77K	35.04M	8.82K	+3.05%
Mar 31, 2026	PHOENIX HOLDINGS LTD.	3.66%	1.2M	140.79M	0	0
Mar 31, 2026	MORGAN STANLEY	4.71%	1.54M	181.26M	-10.81K	-0.70%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	4.73%	1.55M	181.89M	-22.54K	-1.44%
Mar 31, 2026	ETHOS FINANCIAL GROUP, LLC	0.13%	35.36K	4.56M	0	0
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.32%	103.47K	11.79M	11.56K	+12.58%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	92.47K	10.88M	-8.78K	-8.67%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.99%	324.03K	38.13M	-94.84K	-22.64%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	1.71%	559K	65.77M	559K	+100.00%
Mar 31, 2026	WASHINGTON TRUST CO	0.17%	54.59K	6.42M	-1.84K	-3.26%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	37.71K	4.44M	32.67K	+647.88%
Mar 31, 2026	HC ADVISORS, LLC	0.11%	36.54K	4.3M	494	+1.37%
Mar 31, 2026	EAGLE STRATEGIES LLC	0.11%	36.01K	4.24M	174	+0.49%
Mar 31, 2026	SCOTIA CAPITAL INC.	0.52%	168.44K	19.82M	3.57K	+2.16%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.46%	151.55K	17.83M	10.25K	+7.26%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.44%	145.26K	17.09M	-3.95K	-2.65%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.5%	137.78K	16.21M	-37.08K	-21.21%
Mar 31, 2026	JPMORGAN CHASE & CO	0.41%	135.62K	15.6M	-917.72K	-87.12%
Mar 31, 2026	PATTEN & PATTEN INC/TN	0.36%	116.94K	13.76M	-339	-0.29%
Mar 31, 2026		0.13%	42.3K	5.45M	0	0
Mar 31, 2026	WEALTHCARE INVESTMENT PARTNERS, LLC	0.08%	22.19K	2.61M	1.67K	+8.14%
Mar 31, 2026	NVEST FINANCIAL, LLC	0.08%	23.03K	2.71M	3.43K	+17.52%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.09%	23.68K	2.79M	-898	-3.65%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.09%	23.99K	2.82M	46	+0.19%
Mar 31, 2026	JANE STREET GROUP, LLC	0.09%	24.13K	2.84M	24.13K	+100.00%
Mar 31, 2026	COLONY FAMILY OFFICES, LLC	0.09%	24.98K	2.94M	-699	-2.72%
Mar 31, 2026	SOMERSET GROUP LLC	0.09%	25.24K	3.16M	389	+1.57%
Mar 31, 2026	MARINER, LLC	0.11%	29.71K	3.5M	-11.09K	-27.18%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	31.09K	3.66M	4.16K	+15.46%
Mar 31, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.11%	31.14K	3.66M	-702	-2.20%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.12%	31.79K	3.74M	814	+2.63%
Mar 31, 2026	SYON CAPITAL LLC	0.12%	32.62K	3.84M	852	+2.68%
Mar 31, 2026	PRINCIPAL FINANCIAL GROUP INC	0.21%	67.59K	7.95M	-205.22K	-75.23%
Mar 31, 2026	PRASAD WEALTH PARTNERS, LLC	0.21%	68.23K	8.03M	2.82K	+4.31%
Mar 31, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.23%	74.43K	8.77M	-1.28K	-1.69%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.25%	83.37K	9.81M	-115.53K	-58.09%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.32%	104.1K	12.25M	-82.32K	-44.16%
Mar 31, 2026	FISHER ASSET MANAGEMENT, LLC	5.25%	1.72M	202.09M	-15.72K	-0.91%
Mar 31, 2026	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.12%	37.96K	4.47M	1.31K	+3.58%
Mar 31, 2026	CITIGROUP INC	0.12%	38.39K	4.52M	-173.27K	-81.86%
Mar 31, 2026	FINLEY FINANCIAL, LLC	0.12%	40.43K	4.76M	-18.12K	-30.95%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.14%	47.06K	5.54M	-892	-1.86%
Mar 31, 2026	STILLWATER CAPITAL ADVISORS, LLC	0.15%	50.06K	5.89M	-9.65K	-16.16%
Mar 31, 2026	ZURICH INSURANCE GROUP LTD/FI	0.15%	50.25K	5.91M	0	0
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.17%	54.3K	6.39M	-308.58K	-85.04%
Mar 31, 2026	FIRST CITIZENS FINANCIAL CORP	0.17%	54.33K	6.39M	-94	-0.17%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.34%	110.05K	12.95M	13.56K	+14.05%
Mar 31, 2026	XML FINANCIAL, LLC	0.35%	113.73K	13.38M	1.05K	+0.94%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.35%	114.42K	13.46M	22.39K	+24.33%
Mar 31, 2026	FMR LLC	0.87%	283.21K	33.32M	-2.26K	-0.79%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.96%	314.78K	37.04M	67.75K	+27.43%
Mar 31, 2026	UBS GROUP AG	1.25%	407.41K	47.94M	-11.51K	-2.75%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.3%	425.5K	50.06M	-27.41K	-6.05%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.17%	56.79K	6.68M	-3.37K	-5.60%
Mar 31, 2026	PGIM CUSTOM HARVEST LLC	3.27%	1.07M	125.83M	479.55K	+81.29%
Dec 31, 2025	STILLWATER CAPITAL ADVISORS, LLC	0.18%	59.71K	7.7M	-244	-0.41%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.3%	99.67K	12.85M	94.68K	+1,895.86%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.29%	96.5K	12.44M	-1.43K	-1.46%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.28%	92.03K	11.86M	-48.76K	-34.64%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.28%	91.91K	11.85M	13.74K	+17.57%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.23%	75.71K	9.76M	-6.04K	-7.38%
Dec 31, 2025	PRASAD WEALTH PARTNERS, LLC	0.2%	65.42K	8.43M	813	+1.26%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.18%	60.15K	7.76M	26.06K	+76.41%
Dec 31, 2025	FINLEY FINANCIAL, LLC	0.18%	58.55K	7.55M	-11.67K	-16.62%
Dec 31, 2025	DYNASTY WEALTH MANAGEMENT, LLC	5.36%	1.76M	227.25M	1.49M	+545.21%
Dec 31, 2025	FORTE ASSET MANAGEMENT LLC	0.09%	28.94K	3.73M	11.35K	+64.55%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.08%	26.21K	3.4M	26.06K	+16,386.79%
Dec 31, 2025	COLONY FAMILY OFFICES, LLC	0.08%	25.68K	3.31M	0	0
Dec 31, 2025	HSBC HOLDINGS PLC	2.44%	805.3K	103.83M	805.3K	+100.00%
Dec 31, 2025	UBS GROUP AG	1.28%	418.92K	54.01M	19.17K	+4.79%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	101.24K	13.05M	-37.51K	-27.03%
Dec 31, 2025		0.2%	64.11K	8.01M	64.11K	+100.00%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.32%	104.69K	13.5M	10.55K	+11.21%
Dec 31, 2025	XML FINANCIAL, LLC	0.34%	112.67K	14.53M	820	+0.73%
Dec 31, 2025	PATTEN & PATTEN INC/TN	0.35%	117.28K	15.12M	600	+0.51%
Dec 31, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.4%	129.16K	16.65M	10.62K	+8.96%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.43%	141.3K	18.22M	4.91K	+3.60%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.46%	149.2K	19.24M	-11.56K	-7.19%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.5%	163.66K	21.1M	148.03K	+947.30%
Dec 31, 2025	SCOTIA CAPITAL INC.	0.5%	164.87K	21.25M	-43	-0.03%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.53%	174.86K	22.54M	-9.24K	-5.02%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.57%	186.43K	24.06M	-12.07K	-6.08%
Dec 31, 2025	WASHINGTON TRUST CO	0.17%	56.43K	7.28M	-3.33K	-5.57%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.09%	30.88K	3.98M	-11.81K	-27.67%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.09%	30.98K	3.99M	756	+2.50%
Dec 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.1%	31.84K	4.11M	62	+0.20%
Dec 31, 2025	SYON CAPITAL LLC	0.1%	31.77K	4.1M	543	+1.74%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.16%	51.74K	6.67M	-63.86K	-55.24%
Dec 31, 2025	FIRST CITIZENS FINANCIAL CORP	0.17%	54.42K	7.02M	-1.57K	-2.81%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.6%	194.98K	25.14M	58.92K	+43.30%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.6%	198.9K	25.65M	86.05K	+76.25%
Dec 31, 2025	MAGNUS FINANCIAL GROUP LLC	0.61%	200.66K	25.87M	848	+0.42%
Dec 31, 2025	CITIGROUP INC	0.64%	211.66K	27.29M	196.07K	+1,257.76%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.66%	214.67K	27.68M	-29.19K	-11.97%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.75%	247.03K	31.85M	51.89K	+26.59%
Dec 31, 2025	FMR LLC	0.87%	285.47K	36.81M	-3.55K	-1.23%
Dec 31, 2025	ROYAL BANK OF CANADA	0.89%	288.94K	37.25M	-4.31K	-1.47%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	1.28%	418.87K	54.01M	101.85K	+32.13%
Dec 31, 2025	BLACKROCK, INC.	1.46%	475.69K	61.33M	1.75K	+0.37%
Dec 31, 2025	PGIM CUSTOM HARVEST LLC	1.81%	589.93K	76.06M	-12.11K	-2.01%
Dec 31, 2025	LPL FINANCIAL LLC	1.87%	614.25K	79.2M	-95.37K	-13.44%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.87%	618.45K	79.74M	-33.89K	-5.20%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.1%	33.62K	4.33M	1.88K	+5.93%
Dec 31, 2025	PETTYJOHN, WOOD & WHITE, INC	0.1%	34.13K	4.4M	-380	-1.10%
Dec 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.11%	35.36K	4.56B	-2.07K	-5.52%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.83%	272.81K	35.17M	40.01K	+17.19%
Dec 31, 2025	BANK OF MONTREAL /CAN/	1.1%	362.88K	46.79M	-337.02K	-48.15%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2%	656.87K	84.69M	-8.25K	-1.24%
Dec 31, 2025	SAGESPRING WEALTH PARTNERS, LLC	2.5%	826.82K	106.6M	588.66K	+247.17%
Dec 31, 2025	JPMORGAN CHASE & CO	3.21%	1.05M	135.81M	682.54K	+184.07%
Dec 31, 2025	PHOENIX HOLDINGS LTD.	3.66%	1.2M	154.27M	0	0
Dec 31, 2025	MORGAN STANLEY	4.75%	1.55M	200.02M	578	+0.04%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.8%	1.57M	202.22M	-18.07K	-1.14%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.39%	452.9K	58.39M	-77.22K	-14.57%
Dec 31, 2025	UNIQUE WEALTH, LLC	0.15%	50.17K	6.47M	24.13K	+92.66%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.15%	47.95K	6.18M	3.02K	+6.72%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.13%	44.03K	5.68M	-6.01K	-12.01%
Dec 31, 2025	CENTERLINE WEALTH ADVISORS, LLC	0.13%	41.52K	5.35M	41.52K	+100.00%
Dec 31, 2025	MARINER, LLC	0.12%	40.8K	5.26M	-3.77K	-8.45%
Dec 31, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.11%	36.65K	4.72M	2.79K	+8.22%
Dec 31, 2025	HC ADVISORS, LLC	0.11%	36.05K	4.65M	16	+0.04%
Dec 31, 2025	EAGLE STRATEGIES LLC	0.11%	35.84K	4.62M	-4.36K	-10.85%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	5.27%	1.73M	223.48M	-50.54K	-2.83%
Sep 30, 2025	FINLEY FINANCIAL, LLC	0.21%	70.22K	8.89M	-3.41K	-4.62%
Sep 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.22%	73.45K	9.3M	69.38K	+1,708.12%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.23%	78.18K	9.91M	11.59K	+17.40%
Sep 30, 2025	FMR LLC	0.87%	289.01K	36.6M	-4.49K	-1.53%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.34%	112.85K	14.29M	17.37K	+18.19%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.35%	115.6K	14.64M	808	+0.70%
Sep 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.71%	238.16K	30.16M	16.92K	+7.65%
Sep 30, 2025	LPL FINANCIAL LLC	2.13%	709.62K	89.87M	14.59K	+2.10%
Sep 30, 2025	RPS ADVISORY SOLUTIONS LLC	0.2%	67.91K	8.6M	67.91K	+100.00%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.55%	184.09K	23.31M	-718	-0.39%
Sep 30, 2025	ROYAL BANK OF CANADA	0.88%	293.25K	37.14M	15.04K	+5.40%
Sep 30, 2025	PINKERTON RETIREMENT SPECIALISTS, LLC	0.9%	299.58K	37.94M	16.55K	+5.85%
Sep 30, 2025	FIRST CITIZENS FINANCIAL CORP	0.17%	56K	7.09M	-149	-0.27%
Sep 30, 2025	WASHINGTON TRUST CO	0.18%	59.76K	7.57M	-1.76K	-2.86%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.42%	140.79K	17.83M	13.49K	+10.59%
Sep 30, 2025	SPC FINANCIAL, INC.	0.45%	151.69K	19.21M	-968	-0.63%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.48%	160.77K	20.36M	-1.28K	-0.79%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.28%	94.13K	11.92M	3.13K	+3.44%
Sep 30, 2025	STILLWATER CAPITAL ADVISORS, LLC	0.18%	59.96K	7.59M	-418	-0.69%
Sep 30, 2025		0.61%	202.9K	25.69M	6.34K	+3.23%
Sep 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.25%	81.75K	10.35M	-335	-0.41%
Sep 30, 2025	CAMARDA FINANCIAL ADVISORS, LLC	0.32%	107.55K	13.62M	-5.59K	-4.94%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.59%	195.13K	24.71M	-2.64K	-1.33%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.6%	198.49K	25.03M	7.83K	+4.11%
Sep 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.6%	199.81K	25.3M	2.3K	+1.16%
Sep 30, 2025	THREE SEASONS WEALTH, LLC	0.21%	69.32K	8.78M	69.32K	+100.00%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.7%	232.8K	29.48M	38.27K	+19.67%
Sep 30, 2025	PATTEN & PATTEN INC/TN	0.35%	116.68K	14.78M	-790	-0.67%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.42%	138.75K	17.57M	20.58K	+17.41%
Sep 30, 2025	SCOTIA CAPITAL INC.	0.49%	164.91K	20.89M	896	+0.55%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.16%	52.86K	6.69M	1.49K	+2.91%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	1.08%	360.7K	45.68M	-3.2K	-0.88%
Sep 30, 2025	PGIM CUSTOM HARVEST LLC	1.81%	602.03K	76.24M	6.42K	+1.08%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.96%	652.34K	82.61M	-41.6K	-6.00%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.99%	665.11K	84.23M	-36.88K	-5.25%
Sep 30, 2025	PRASAD WEALTH PARTNERS, LLC	0.19%	64.6K	8.18M	-3.42K	-5.02%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.09%	30.86K	3.91M	2.91K	+10.41%
Sep 30, 2025	SYON CAPITAL LLC	0.09%	31.23K	3.95M	5.19K	+19.95%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.1%	31.74K	4.02M	3.36K	+11.83%
Sep 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.1%	31.78K	4.02M	-428	-1.33%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.1%	33.74K	4.27M	-3.83K	-10.20%
Sep 30, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.1%	33.86K	4.29M	1.02K	+3.09%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.1%	34.1K	4.32M	-13.11K	-27.78%
Sep 30, 2025	PETTYJOHN, WOOD & WHITE, INC	0.1%	34.51K	4.37M	-220	-0.63%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.11%	35.52K	4.5M	32.23K	+979.57%
Sep 30, 2025	MORGAN STANLEY	4.65%	1.55M	196.39M	33.52K	+2.21%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.95%	317.03K	40.15M	290.72K	+1,105.15%
Sep 30, 2025	HC ADVISORS, LLC	0.11%	36.03K	4.56M	-1.43K	-3.80%
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.11%	36.48K	4.62M	343	+0.95%
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.11%	37.43K	4.74M	-59	-0.16%
Sep 30, 2025	EAGLE STRATEGIES LLC	0.12%	40.2K	5.09M	442	+1.11%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.13%	42.69K	5.41M	15.01K	+54.23%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.13%	44.93K	5.69M	-7.71K	-14.64%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.15%	51.27K	6.49M	9.4K	+22.45%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	5.35%	1.78M	225.91M	-50.11K	-2.73%
Sep 30, 2025	XML FINANCIAL, LLC	0.34%	111.85K	14.16M	428	+0.38%
Sep 30, 2025	JPMORGAN CHASE & CO	1.11%	370.8K	46.96M	27.58K	+8.04%
Sep 30, 2025	SUMMIT FINANCIAL CONSULTING LLC	0.16%	54.51K	6.9M	1.08K	+2.02%
Sep 30, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.36%	118.54K	15.01M	3.52K	+3.06%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.41%	136.07K	17.23M	-29.75K	-17.94%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.29%	97.93K	12.4M	1.22K	+1.26%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.41%	136.39K	17.27M	24.02K	+21.38%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.73%	243.85K	30.88M	-2.76K	-1.12%
Sep 30, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.82%	273.18K	34.6M	273.18K	+100.00%
Sep 30, 2025	UBS GROUP AG	1.2%	399.76K	50.63M	10.21K	+2.62%
Sep 30, 2025	BLACKROCK, INC.	1.42%	473.94K	60.02M	471.79K	+21,995.06%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.59%	530.13K	67.14M	47.84K	+9.92%
Sep 30, 2025	BANK OF MONTREAL /CAN/	2.1%	699.9K	88.64M	649.03K	+1,275.80%
Sep 30, 2025	PHOENIX HOLDINGS LTD.	3.59%	1.2M	151.53M	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.76%	1.59M	200.92M	86.2K	+5.75%
Jun 30, 2025		0.16%	53.43K	6.46M	461	+0.87%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	52.63K	6.37M	-2.2K	-4.02%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.16%	51.37K	6.21M	20.6K	+66.96%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.63%	1.5M	181.52M	-56.37K	-3.62%
Jun 30, 2025	LPL FINANCIAL LLC	2.15%	695.03K	84.09M	-47.9K	-6.45%
Jun 30, 2025	PGIM CUSTOM HARVEST LLC	1.84%	595.61K	72.06M	-52.83K	-8.15%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.49%	482.29K	58.35M	-35.01K	-6.77%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	1.12%	363.9K	44.03M	363.9K	+100.00%
Jun 30, 2025	PINKERTON RETIREMENT SPECIALISTS, LLC	0.87%	283.04K	34.24M	283.04K	+100.00%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.6%	194.54K	23.54M	194.54K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.59%	190.67K	23.08M	6.52K	+3.54%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.39%	127.3K	15.4M	15.5K	+13.87%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.36%	118.17K	14.3M	1.46K	+1.25%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.35%	114.79K	13.89M	27.83K	+32.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.86%	278.21K	33.66M	-22.12K	-7.37%
Jun 30, 2025	CAMARDA FINANCIAL ADVISORS, LLC	0.35%	113.14K	13.69M	113.14K	+100.00%
Jun 30, 2025	FIRST CITIZENS FINANCIAL CORP	0.17%	56.15K	6.79M	-7.57K	-11.88%
Jun 30, 2025	EAGLE STRATEGIES LLC	0.12%	39.76K	4.81M	15.69K	+65.20%
Jun 30, 2025	PROSTATIS GROUP LLC	0.12%	38.96K	4.71M	10.51K	+36.96%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.12%	37.57K	4.55M	-65.49K	-63.55%
Jun 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.12%	37.49K	4.54M	-213	-0.57%
Jun 30, 2025	PETTYJOHN, WOOD & WHITE, INC	0.11%	34.73K	4.2M	-225	-0.64%
Jun 30, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.1%	32.85K	3.97M	3.01K	+10.10%
Jun 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.1%	32.21K	3.9M	1.29K	+4.16%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.09%	27.95K	3.38M	27.95K	+100.00%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	3.03%	983.1K	118.95M	-515.13K	-34.38%
Jun 30, 2025	JPMORGAN CHASE & CO	1.06%	343.22K	41.53M	254.74K	+287.93%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.5%	162.05K	19.61M	25.08K	+18.31%
Jun 30, 2025	PATTEN & PATTEN INC/TN	0.36%	117.47K	14.21M	-919	-0.78%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.35%	112.36K	13.6M	2.46K	+2.24%
Jun 30, 2025	XML FINANCIAL, LLC	0.34%	111.42K	13.48M	-301	-0.27%
Jun 30, 2025	HORIZON WEALTH MANAGEMENT, LLC	0.34%	110.89K	13.42M	110.89K	+100.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.29%	95.48K	11.55M	24.88K	+35.25%
Jun 30, 2025	WASHINGTON TRUST CO	0.19%	61.51K	7.44M	-19.1K	-23.69%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.08%	25.31K	3.06M	23.43K	+1,248.48%
Jun 30, 2025	SOMERSET GROUP LLC	0.08%	24.75K	2.99M	795	+3.32%
Jun 30, 2025	BALBOA WEALTH PARTNERS	0.07%	21.68K	2.62M	21.68K	+100.00%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.06%	20.7K	2.5M	5.33K	+34.63%
Jun 30, 2025	WEALTHCARE INVESTMENT PARTNERS, LLC	0.06%	20.31K	2.5M	232	+1.16%
Jun 30, 2025	KOVACK ADVISORS, INC.	0.06%	19.72K	2.39M	40	+0.20%
Jun 30, 2025	APEIRON RIA LLC	0.06%	18.11K	2.19M	1.78K	+10.93%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.05%	17.41K	2.11M	685	+4.10%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.05%	17.2K	2.08M	-2.23K	-11.46%
Jun 30, 2025	DAVENPORT & CO LLC	0.05%	17.06K	2.06M	-303	-1.74%
Jun 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.05%	16.81K	2.03M	-110	-0.65%
Jun 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.05%	16.78K	2.03M	554	+3.42%
Jun 30, 2025	AFT, FORSYTH & COMPANY, INC.	0.05%	16.5K	2M	-15	-0.09%
Jun 30, 2025	EWG ELEVATE INC.	0.05%	16.07K	1.94M	-11K	-40.65%
Jun 30, 2025	NVEST FINANCIAL, LLC	0.05%	16.02K	1.94M	16.02K	+100.00%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.05%	15.06K	1.82M	41	+0.27%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.05%	14.63K	1.76M	3.61K	+32.70%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.28%	91K	11.12M	86.39K	+1,871.06%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.25%	82.08K	9.93M	-795	-0.96%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.21%	66.59K	7.99M	10.51K	+18.75%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.15%	47.57K	5.76M	4.14K	+9.52%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	47.21K	5.71M	5.14K	+12.23%
Jun 30, 2025	MARINER, LLC	0.14%	45.76K	5.54M	1.56K	+3.53%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.13%	41.87K	5.07M	9.33K	+28.66%
Jun 30, 2025	HC ADVISORS, LLC	0.12%	37.46K	4.53M	-461	-1.22%
Jun 30, 2025	SYNOVUS FINANCIAL CORP	0.11%	36.14K	4.37M	246	+0.69%
Jun 30, 2025	KKM FINANCIAL LLC	0.1%	32.13K	3.89M	-2.03K	-5.94%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.09%	29.72K	3.59M	21.29K	+252.41%
Jun 30, 2025	USA FINANCIAL PORTFORMULAS CORP	0.09%	29.56K	3.58M	29.56K	+100.00%
Jun 30, 2025	SCOTIA CAPITAL INC.	0.51%	164.02K	19.84M	994	+0.61%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	27.94K	3.38M	-78	-0.28%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.09%	27.68K	3.35M	23.55K	+570.66%
Jun 30, 2025	SYON CAPITAL LLC	0.08%	26.03K	3.15M	-120	-0.46%
Jun 30, 2025	COLONY FAMILY OFFICES, LLC	0.08%	25.68K	3.11M	0	0
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	5.66%	1.83M	221.89M	4.28K	+0.23%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.17%	701.99K	84.93M	13.11K	+1.90%
Jun 30, 2025	HSBC HOLDINGS PLC	1.98%	640.58K	77.5M	-20.57K	-3.11%
Jun 30, 2025	FMR LLC	0.91%	293.5K	35.51M	-7.88K	-2.62%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.61%	197.77K	23.93M	9.94K	+5.29%
Jun 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.61%	197.51K	23.9M	1.98K	+1.01%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.57%	184.81K	22.36M	14.25K	+8.35%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.51%	165.81K	20.06M	1.57K	+0.96%
Jun 30, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.35%	115.02K	13.92M	-71.81K	-38.44%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.16%	50.87K	6.15M	-585.41K	-92.00%
Jun 30, 2025	ZURICH INSURANCE GROUP LTD/FI	0.16%	50.25K	6.12M	50.25K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.76%	246.62K	29.84M	-6.45K	-2.55%
Jun 30, 2025	SPC FINANCIAL, INC.	0.47%	152.66K	18.47M	152.66K	+100.00%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.44%	143.3K	17.19M	87K	+154.54%
Jun 30, 2025	STILLWATER CAPITAL ADVISORS, LLC	0.19%	60.38K	7.3M	-301	-0.50%
Jun 30, 2025	MORGAN STANLEY	4.68%	1.52M	183.57B	115.36K	+8.23%
Jun 30, 2025	PHOENIX HOLDINGS LTD.	3.69%	1.2M	144.77M	0	0
Jun 30, 2025	GOLDMAN SACHS GROUP INC	2.14%	693.95K	83.96B	-235.71K	-25.35%
Jun 30, 2025	UBS GROUP AG	1.2%	389.55K	47.13M	-20.4K	-4.98%
Jun 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.68%	221.24K	26.77M	221.24K	+100.00%
Jun 30, 2025	FINLEY FINANCIAL, LLC	0.23%	73.63K	8.91M	-290	-0.39%
Jun 30, 2025	PRASAD WEALTH PARTNERS, LLC	0.21%	68.02K	8.23M	68.02K	+100.00%
Jun 30, 2025	SUMMIT FINANCIAL CONSULTING LLC	0.16%	53.43K	6.46M	461	+0.87%
Mar 31, 2025	CITADEL ADVISORS LLC	0.13%	39.82K	4.49M	20.84K	+109.80%
Mar 31, 2025	GIMBAL FINANCIAL	0.13%	40.36K	4.55M	40.36K	+100.00%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.14%	42.07K	4.75M	13.01K	+44.76%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.14%	43.43K	4.9M	4.45K	+11.41%
Mar 31, 2025	MARINER, LLC	0.14%	44.2K	4.99M	3.28K	+8.01%
Mar 31, 2025	CX INSTITUTIONAL	0.15%	47.09K	5.31M	23.89K	+103.00%
Mar 31, 2025		0.17%	52.96K	5.98M	52.96K	+100.00%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.18%	54.84K	6.19M	1.57K	+2.95%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.18%	56.07K	6.26M	20.07K	+55.73%
Mar 31, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.18%	56.3K	6.29M	-1.06M	-94.97%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.38%	116.71K	13.17M	4.87K	+4.35%
Mar 31, 2025	STILLWATER CAPITAL ADVISORS, LLC	0.2%	60.68K	6.85M	6.17K	+11.32%
Mar 31, 2025	FIRST CITIZENS FINANCIAL CORP	0.21%	63.72K	7.19M	-155	-0.24%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	3.04%	929.65K	104.91M	105.02K	+12.74%
Mar 31, 2025	PHOENIX HOLDINGS LTD.	3.92%	1.2M	135.03M	0	0
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	4.9%	1.5M	169.08M	1.4M	+1,366.83%
Mar 31, 2025	FIL LTD	5.03%	1.54M	173.32M	1.54M	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.45%	136.97K	15.46M	-30.98K	-18.44%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.61%	187.83K	21.2M	11.71K	+6.65%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	5.99%	1.83M	206.48M	-73.83K	-3.88%
Mar 31, 2025	MAGNUS FINANCIAL GROUP LLC	0.64%	195.53K	22.07M	2.32K	+1.20%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.83%	253.07K	28.56M	11.51K	+4.76%
Mar 31, 2025	HSBC HOLDINGS PLC	2.16%	661.14K	74.61M	-362.77K	-35.43%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.25%	688.88K	77.74M	45.1K	+7.01%
Mar 31, 2025	LPL FINANCIAL LLC	2.43%	742.93K	83.84M	64.45K	+9.50%
Mar 31, 2025	MORGAN STANLEY	4.59%	1.4M	158.2M	47.85K	+3.53%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.23%	70.6K	7.97M	-26.48K	-27.27%
Mar 31, 2025	WASHINGTON TRUST CO	0.26%	80.61K	9.1M	-159.14K	-66.38%
Mar 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.27%	82.88K	9.35M	254	+0.31%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.28%	86.96K	9.81M	-4.53K	-4.95%
Mar 31, 2025	BANK OF MONTREAL /CAN/	2.08%	636.28K	71.8M	-16.71K	-2.56%
Mar 31, 2025	XML FINANCIAL, LLC	0.37%	111.73K	12.61M	-1.14K	-1.01%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.37%	111.8K	12.62M	19.99K	+21.77%
Mar 31, 2025	SCOTIA CAPITAL INC.	0.53%	163.02K	18.4M	1.6K	+0.99%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.54%	164.24K	18.53M	6.17K	+3.90%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.56%	170.57K	19.25M	13.58K	+8.65%
Mar 31, 2025	PATTEN & PATTEN INC/TN	0.39%	118.39K	13.36M	-1.22K	-1.02%
Mar 31, 2025	ROYAL BANK OF CANADA	0.98%	300.34K	33.89M	81.83K	+37.45%
Mar 31, 2025	PGIM CUSTOM HARVEST LLC	2.12%	648.44K	73.18M	137.86K	+27.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0.29%	88.47K	9.98M	-2.98K	-3.25%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.34%	103.06K	11.63M	91.64K	+802.81%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.36%	109.91K	12.4M	-434	-0.39%
Mar 31, 2025	FMR LLC	0.99%	301.39K	34.01M	-9K	-2.90%
Mar 31, 2025	UBS GROUP AG	1.34%	409.95K	46.26M	8.8K	+2.19%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	5.1%	1.56M	175.67M	-142.11K	-8.37%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.6%	184.15K	20.8M	17.87K	+10.75%
Mar 31, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.61%	186.83K	21.08M	5.83K	+3.22%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.69%	517.3K	58.38M	21.3K	+4.30%
Mar 31, 2025	HC ADVISORS, LLC	0.12%	37.92K	4.28M	-645	-1.67%
Mar 31, 2024	GDS WEALTH MANAGEMENT	1.09%	148.29K	14.18M	-2.43K	-1.61%
Mar 31, 2024	PHOENIX HOLDINGS LTD.	9.19%	1.25M	119.98M	1.25M	+100.00%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.16%	21.79K	2.07M	-11.18K	-33.90%
Mar 31, 2024	SOMERSET GROUP LLC	0.17%	22.88K	2.19M	-5.74K	-20.05%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.18%	24.51K	2.34M	-441	-1.77%
Mar 31, 2024	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.18%	24.76K	2.37M	439	+1.81%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.19%	25.47K	2.44M	18.79K	+281.24%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.19%	25.48K	2.44M	19.93K	+358.92%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.19%	25.96K	2.48M	-722	-2.71%
Mar 31, 2024	BALBOA WEALTH PARTNERS	0.2%	27.08K	2.59M	11.57K	+74.62%
Mar 31, 2024	FIRST HEARTLAND CONSULTANTS, INC.	0.22%	29.65K	2.84M	29.65K	+100.00%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	29.89K	2.86M	-26.48K	-46.97%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.26%	35.56K	3.4M	1.19K	+3.47%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.27%	36.9K	3.53M	-2.25K	-5.74%
Mar 31, 2024	SYNOVUS FINANCIAL CORP	0.27%	36.94K	3.53B	-294	-0.79%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.27%	37.19K	3.56M	37.19K	+100.00%
Mar 31, 2024	HC ADVISORS, LLC	0.27%	37.31K	3.57M	1.09K	+3.01%
Mar 31, 2024	COLONY FAMILY OFFICES, LLC	0.24%	32.59K	3.12M	0	0
Mar 31, 2024	CX INSTITUTIONAL	0.18%	25.12K	2.4M	-23.58K	-48.42%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.37%	186.79K	17.88M	106.65K	+133.07%
Mar 31, 2024	WASHINGTON TRUST CO	1.88%	256.8K	24.56M	3.61K	+1.42%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.17%	296.64K	28.37M	-26.44K	-8.18%
Mar 31, 2024	FMR LLC	2.39%	326.69K	31.25M	-3.57K	-1.08%
Mar 31, 2024	UBS GROUP AG	2.69%	367.66K	35.17M	-2.07K	-0.56%
Mar 31, 2024	LPL FINANCIAL LLC	2.88%	393.29K	37.62M	44.13K	+12.64%
Mar 31, 2024	FIL LTD	2.98%	406.58K	38.89M	406.58K	+100.00%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	15.69%	2.14M	204.85M	-55.9K	-2.54%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.78%	106.03K	10.14M	62.94K	+146.04%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.79%	107.22K	10.26M	-4.17K	-3.75%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.85%	115.36K	11.03M	-3.56K	-2.99%
Mar 31, 2024	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.87%	118.17K	11.3M	118.17K	+100.00%
Mar 31, 2024	PETTYJOHN, WOOD & WHITE, INC	0.27%	37.42K	3.58M	-700	-1.84%
Mar 31, 2024	JPMORGAN CHASE & CO	0.29%	39.11K	3.74M	1.1K	+2.90%
Mar 31, 2024	KKM FINANCIAL LLC	0.29%	40.04K	3.83M	20.26K	+102.44%
Mar 31, 2024	EWG ELEVATE INC.	0.29%	40.18K	3.84M	40.18K	+100.00%
Mar 31, 2024	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.32%	43.07K	4.12M	43.07K	+100.00%
Mar 31, 2024	CONCURRENT INVESTMENT ADVISORS, LLC	0.4%	54.79K	5.24M	718	+1.33%
Mar 31, 2024	STILLWATER CAPITAL ADVISORS, LLC	0.41%	56.28K	5.38M	-6.68K	-10.60%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.7%	96.2K	9.22M	48.28K	+100.75%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.71%	97.51K	9.33M	8.01K	+8.95%
Mar 31, 2024	MAGNUS FINANCIAL GROUP LLC	1.33%	181.84K	17.39M	3.08K	+1.72%
Mar 31, 2024	ROYAL BANK OF CANADA	1.47%	200.81K	19.21M	-3.93K	-1.92%
Mar 31, 2024	PGIM CUSTOM HARVEST LLC	2.37%	324K	30.99M	-15.25K	-4.49%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.91%	670.63K	64.15M	16.49K	+2.52%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	5.02%	685.31K	65.55M	9.01K	+1.33%
Mar 31, 2024	HSBC HOLDINGS PLC	6.29%	859.02K	82.16M	844.27K	+5,723.84%
Mar 31, 2024	MORGAN STANLEY	8.73%	1.19M	113.92M	37.85K	+3.28%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	12.26%	1.67M	160.06M	76.87K	+4.82%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	0.43%	58.95K	5.64M	52.49K	+812.16%
Mar 31, 2024	FIRST CITIZENS FINANCIAL CORP	0.49%	67.1K	6.42M	-472	-0.70%
Mar 31, 2024	NORDEN GROUP LLC	0.51%	69.85K	6.68M	69.85K	+100.00%
Mar 31, 2024	TOWNSQUARE CAPITAL LLC	0.52%	70.75K	6.77M	25.33K	+55.78%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0.52%	71.03K	6.79M	-7.66K	-9.74%
Mar 31, 2024	PINKERTON RETIREMENT SPECIALISTS, LLC	0.53%	73.01K	6.98M	15.49K	+26.92%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.57%	77.41K	7.4M	19.22K	+33.03%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.6%	82.42K	7.89M	1.77K	+2.20%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	0.62%	84.02K	8.04M	-14.56K	-14.77%
Mar 31, 2024	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.63%	86.07K	8.23M	-3.02K	-3.39%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.64%	86.71K	8.29M	-12.43K	-12.54%
Mar 31, 2024	ETFIDEA, LLC	0.66%	89.47K	8.56M	-168	-0.19%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.66%	90.37K	8.64M	10.15K	+12.65%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.68%	92.61K	8.86M	13.54K	+17.12%
Mar 31, 2024	XML FINANCIAL, LLC	0.76%	103.91K	9.94M	1.43K	+1.40%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.91%	124.38K	11.9M	113.51K	+1,043.85%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.93%	127.41K	12.19M	127.41K	+100.00%
Mar 31, 2024	PATTEN & PATTEN INC/TN	0.94%	127.93K	12.24M	3.13K	+2.51%
Mar 31, 2024	SCOTIA CAPITAL INC.	1.01%	137.33K	13.13M	-2.53K	-1.81%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.37%	323.09K	27.59M	-55.07K	-14.56%
Dec 31, 2023	SOMERSET GROUP LLC	0.21%	28.62K	2.44M	45	+0.16%
Dec 31, 2023	WASHINGTON TRUST CO	1.85%	253.19K	21.63M	-9.4K	-3.58%
Dec 31, 2023	FMR LLC	2.42%	330.26K	28.21M	-4.58K	-1.37%
Dec 31, 2023	LPL FINANCIAL LLC	2.56%	349.16K	29.82M	-32.07K	-8.41%
Dec 31, 2023	UBS GROUP AG	2.71%	369.73K	31.58M	32.6K	+9.67%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.79%	654.14K	55.87M	249.31K	+61.58%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	4.95%	676.31K	57.76M	-41.6K	-5.79%
Dec 31, 2023	MORGAN STANLEY	8.45%	1.15M	98.49M	-1.45K	-0.13%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	11.7%	1.6M	136.36M	84.1K	+5.56%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	16.1%	2.2M	187.7M	-43.92K	-1.96%
Dec 31, 2023	COLONY FAMILY OFFICES, LLC	0.24%	32.59K	2.78M	32.59K	+100.00%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.24%	32.97K	2.82M	-1.17K	-3.43%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.25%	34.37K	2.94M	4.18K	+13.85%
Dec 31, 2023	HC ADVISORS, LLC	0.27%	36.22K	3.09M	-25.07K	-40.91%
Dec 31, 2023	SYNOVUS FINANCIAL CORP	0.27%	37.23K	3.18M	-112	-0.30%
Dec 31, 2023	JPMORGAN CHASE & CO	0.28%	38.01K	3.25M	15.44K	+68.39%
Dec 31, 2023	PETTYJOHN, WOOD & WHITE, INC	0.28%	38.12K	3.26M	-990	-2.53%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.29%	39.15K	3.34M	7.57K	+23.97%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.32%	43.09K	3.68M	-4.6K	-9.65%
Dec 31, 2023	TOWNSQUARE CAPITAL LLC	0.33%	45.42K	3.88M	45.42K	+100.00%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.34%	46.86K	4M	4.15K	+9.72%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.35%	47.92K	4.11M	-1.74K	-3.51%
Dec 31, 2023	CX INSTITUTIONAL	0.36%	48.69K	4.16M	-2.91K	-5.64%
Dec 31, 2023		0.4%	54.07K	4.62M	54.07K	+100.00%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.41%	56.37K	4.81M	23.13K	+69.58%
Dec 31, 2023	PINKERTON RETIREMENT SPECIALISTS, LLC	0.42%	57.53K	4.91M	57.53K	+100.00%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.43%	58.19K	4.97M	-3.69K	-5.96%
Dec 31, 2023	STILLWATER CAPITAL ADVISORS, LLC	0.46%	62.96K	5.38M	333	+0.53%
Dec 31, 2023	FIRST CITIZENS FINANCIAL CORP	0.49%	67.57K	5.77M	-3.73K	-5.23%
Dec 31, 2023	MEITAV INVESTMENT HOUSE LTD	0.54%	73.71K	6.3M	0	0
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.58%	78.69K	6.86M	65.44K	+494.07%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.58%	79.08K	6.75M	-34.48K	-30.36%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.59%	80.14K	6.85M	-4.79K	-5.64%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.59%	80.23K	6.85M	-418	-0.52%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.59%	80.64K	6.89M	-132.26K	-62.12%
Dec 31, 2023	CONNECTUS WEALTH, LLC	0.6%	82.13K	7.03M	82.13K	+100.00%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.61%	82.68K	968K	82.68K	+100.00%
Dec 31, 2023	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.65%	89.09K	7.61M	-26.52K	-22.94%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.66%	89.5K	7.64M	21.39K	+31.40%
Dec 31, 2023	ETFIDEA, LLC	0.66%	89.64K	7.66M	5.39K	+6.40%
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	0.72%	98.58K	8.42M	-1.45K	-1.45%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.73%	99.14K	8.47M	-5.27K	-5.05%
Dec 31, 2023	XML FINANCIAL, LLC	0.75%	102.48K	8.75M	3.63K	+3.67%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.82%	111.39K	9.51M	691	+0.62%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.87%	118.92K	10.16M	68.96K	+138.02%
Dec 31, 2023	PATTEN & PATTEN INC/TN	0.91%	124.8K	10.66M	-3.55K	-2.77%
Dec 31, 2023	SCOTIA CAPITAL INC.	1.02%	139.86K	11.94M	-3.12K	-2.18%
Dec 31, 2023	GDS WEALTH MANAGEMENT	1.1%	150.72K	12.87M	-763	-0.50%
Dec 31, 2023	MAGNUS FINANCIAL GROUP LLC	1.31%	178.76K	15.27M	5.99K	+3.47%
Dec 31, 2023	ROYAL BANK OF CANADA	1.5%	204.73K	17.49M	-13.91K	-6.36%

Frequently Asked Questions