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

Who are the major shareholders selling JPMorgan Diversified Return Emerging Markets Equity ETF stock?

CERITY PARTNERS LLC, in the last quarter, reduced its stake in JPEM by -20.91% restricting it's holding to 109.83 thousand shares of worth nearly $6.89M. LINSCOMB & WILLIAMS, INC. also lessened -6.26% of the JPEM shares from its portfolio, reducing its holding to 108.75 thousand shares of worth $6.83M. TIEMANN INVESTMENT ADVISORS, LLC also shunned JPEM shares holding by -0.55% last quarter which brought its holding to 36.96 thousand shares worth $2.32M.

Investors who are buying JPEM stock?

As per its latest 13F filing, MONECO ADVISORS, LLC increased its stake in JPEM by 6.02% in the last quarter. The institutional holder raised its holding to 14.1 thousand shares having worth more than $884.92K. ARGENT TRUST CO also added 0.28% more shares of JPEM to its portfolio, raising its holding to 14.53 thousand shares of worth $912.13K. ROYAL BANK OF CANADA also increased its JPEM shares holding by 14.47% which brought its holding to 29.59 thousand shares worth $1.86M.

JPEM's major insiders: who are they?

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

Did an insider recently sell JPEM stock?

Company executives, directors, and other insiders own N/A percent of JPMorgan Diversified Return Emerging Markets Equity ETF's stock. Within the last six months, there have been 0 transaction(s) in which JPEM insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased JPEM stock?

There have been 0 transaction(s) during the past 6-months in which JPMorgan Diversified Return Emerging Markets Equity ETF insiders have bought stock, totalling 0 shares

How much of JPEM does insiders own?

Around 0 JPMorgan Diversified Return Emerging Markets Equity ETF shares are held by insiders, which represents about N/A of JPEM stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in JPEM?

MONECO ADVISORS, LLC is the largest institutional owner in JPEM which holds 14.1 thousand shares worth $884.92K or 0.24% of the total JPEM shares outstanding followed by BOND & DEVICK FINANCIAL NETWORK, INC. with ownership of 14.15 thousand shares representing 0.24% of the JPEM ownership. ARGENT TRUST CO is the third largest stakeholder with 14.53 thousand shares or 0.25% of the ownership worth more than $912.13K.

Is JPMorgan Diversified Return Emerging Markets Equity 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 JPEM is concerned, it is a stock which is optionable.

Is there a short position on JPEM's shares?

Number of JPEM 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 JPEM shares are there?

As of today, null shares of JPEM are outstanding.

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

JPEM 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 JPEM is null.

JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) 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. MONECO ADVISORS, LLC is the top corporate investor, holding 14.1K shares valued at $884.92K. A 0.24% stake in JPMorgan Diversified Return Emerging Markets Equity ETF is owned by the company. BOND & DEVICK FINANCIAL NETWORK, INC. owns 14.15K shares valued at $888.40K, which translates its holding of 0.24% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MONECO ADVISORS, LLC	0.24%	14.1K	884.92K	800	+6.02%
Jun 30, 2026	BOND & DEVICK FINANCIAL NETWORK, INC.	0.24%	14.15K	888.4K	0	0
Jun 30, 2026	ARGENT TRUST CO	0.25%	14.53K	912.13K	40	+0.28%
Jun 30, 2026	ROYAL BANK OF CANADA	0.51%	29.59K	1.86M	3.74K	+14.47%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.55%	31.9K	2M	5.95K	+22.93%
Jun 30, 2026	AVANTAX PLANNING PARTNERS, INC.	2.19%	127.41K	8M	3.81K	+3.09%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	2.01%	117.33K	7.37M	111.87K	+2,051.98%
Jun 30, 2026	CERITY PARTNERS LLC	1.89%	109.83K	6.89M	-29.04K	-20.91%
Jun 30, 2026	LINSCOMB & WILLIAMS, INC.	1.87%	108.75K	6.83M	-7.27K	-6.26%
Jun 30, 2026	TIEMANN INVESTMENT ADVISORS, LLC	0.63%	36.96K	2.32M	-205	-0.55%
Jun 30, 2026	CITADEL ADVISORS LLC	0.71%	41.33K	2.59M	-9.16K	-18.14%
Jun 30, 2026	RHS FINANCIAL, LLC	0.71%	41.4K	2.6M	-9.92K	-19.34%
Jun 30, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.79%	45.82K	2.88M	351	+0.77%
Jun 30, 2026	SCHIAVI & CO LLC	0.84%	49.03K	3.08M	5.82K	+13.48%
Jun 30, 2026	CITIGROUP INC	0.87%	50.67K	3.18M	-243	-0.48%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1%	58.13K	3.65M	588	+1.02%
Jun 30, 2026	JACOBI CAPITAL MANAGEMENT LLC	1.02%	59.24K	3.72M	4.85K	+8.91%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.1%	64.1K	4.02M	838	+1.32%
Jun 30, 2026	BERGER FINANCIAL GROUP, INC	1.17%	68.22K	4.28M	-1.53K	-2.19%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.22%	70.78K	4.44M	3.51K	+5.21%
Jun 30, 2026	JPMORGAN CHASE & CO	1.34%	78.05K	4.9M	-5.87K	-6.99%
Jun 30, 2026	MARSHALL WACE, LLP	1.51%	87.74K	5.51M	0	0
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.58%	92K	5.78M	12.47K	+15.68%
Jun 30, 2026	UBS GROUP AG	1.81%	105.32K	6.61M	458	+0.44%
Jun 30, 2026	LPL FINANCIAL LLC	6.5%	378.37K	23.75M	9.86K	+2.68%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	5.81%	338.15K	21.23M	9.74K	+2.97%
Jun 30, 2026	MORGAN STANLEY	4.02%	233.93K	14.69M	17.7K	+8.19%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	3.54%	206.14K	12.94M	-4.21K	-2.00%
Jun 30, 2026	SAM ADVISORS, LLC	3.46%	201.3K	12.64M	4.1K	+2.08%
Jun 30, 2026	AMERICAN MONEY MANAGEMENT, LLC	3.38%	196.97K	12.37M	6.54K	+3.43%
Jun 30, 2026	ACCEL WEALTH MANAGEMENT	0.38%	22.34K	1.4M	-11.55K	-34.08%
Jun 30, 2026	NATIXIS ADVISORS, L.P.	0.38%	22.24K	1.4M	1.85K	+9.06%
Jun 30, 2026	BKM WEALTH MANAGEMENT, LLC	0.37%	21.44K	1.35M	-10.39K	-32.64%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	3.11%	180.91K	11.36M	12.53K	+7.44%
Jun 30, 2026	COLONY GROUP, LLC	2.75%	160.09K	10.05M	2.09K	+1.32%
Jun 30, 2026	KWB WEALTH	2.69%	156.46K	9.82M	-2.73K	-1.71%
Jun 30, 2026	JANE STREET GROUP, LLC	0.35%	20.36K	1.28M	-10.63K	-34.30%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.36%	21.06K	1.32M	-12.09K	-36.48%
Jun 30, 2026	VIRTU FINANCIAL LLC	0.42%	24.59K	1.54M	13.7K	+125.71%
Jun 30, 2026	FOCUS FINANCIAL NETWORK, INC.	0.48%	27.88K	1.75M	936	+3.47%
Jun 30, 2026	TACTIVE ADVISORS, LLC	0.48%	27.97K	1.76M	-48.67K	-63.50%
Jun 30, 2026	BIRCHWOOD FINANCIAL PARTNERS, INC.	0.51%	29.58K	1.86M	737	+2.56%
Jun 30, 2026	AVIDIAN WEALTH SOLUTIONS, LLC	0.22%	12.91K	810.15K	63	+0.49%
Jun 30, 2026	SEGALL BRYANT & HAMILL, LLC	2.01%	117.33K	7.37M	-1.17K	-0.99%
Jun 30, 2026	OLD MISSION CAPITAL LLC	2.46%	143.16K	8.99M	69.97K	+95.59%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	1.32%	76.59K	4.81M	31.06K	+68.23%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	1.23%	71.56K	4.49M	8.17K	+12.89%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	2.26%	131.49K	8.25M	11.6K	+9.67%
Jun 30, 2026	AVESTAR CAPITAL, LLC	1.22%	71.24K	4.47M	3.99K	+5.93%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.42%	24.47K	1.54M	1.18K	+5.08%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	13.78K	865.17K	-477	-3.35%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.37%	79.53K	4.94M	-11.71K	-12.84%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.57%	33.15K	2.06M	21.64K	+188.17%
Mar 31, 2026	CITIGROUP INC	0.87%	50.92K	3.16M	-609	-1.18%
Mar 31, 2026	JPMORGAN CHASE & CO	1.44%	83.92K	5.06M	939	+1.13%
Mar 31, 2026	ARGENT TRUST CO	0.25%	14.49K	900.15K	0	0
Mar 31, 2026	MORGAN STANLEY	3.71%	216.22K	13.43M	-38.75K	-15.20%
Mar 31, 2026	ROYAL BANK OF CANADA	0.44%	25.85K	1.61M	1.8K	+7.50%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.45%	25.95K	1.61M	25.95K	+100.00%
Mar 31, 2026	FOCUS FINANCIAL NETWORK, INC.	0.46%	26.94K	1.67M	1.74K	+6.89%
Mar 31, 2026	BOND & DEVICK FINANCIAL NETWORK, INC.	0.25%	14.15K	879.15K	-35	-0.25%
Mar 31, 2026	AMPLIUS WEALTH ADVISORS, LLC	0.26%	15.12K	939.35K	-122.5K	-89.01%
Mar 31, 2026	SIGNET FINANCIAL MANAGEMENT, LLC	0.37%	21.47K	1.33M	2.59K	+13.70%
Mar 31, 2026	SCHIAVI & CO LLC	0.74%	43.21K	2.68M	-3.04K	-6.58%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.78%	45.47K	2.82M	-1.96K	-4.13%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.78%	45.53K	2.83M	33.94K	+292.91%
Mar 31, 2026	CITADEL ADVISORS LLC	0.87%	50.49K	3.14M	50.49K	+100.00%
Mar 31, 2026	RHS FINANCIAL, LLC	0.88%	51.32K	3.19M	-8.43K	-14.10%
Mar 31, 2026	BERGER FINANCIAL GROUP, INC	1.2%	69.75K	4.33M	-93	-0.13%
Mar 31, 2026	OLD MISSION CAPITAL LLC	1.26%	73.19K	4.55M	73.19K	+100.00%
Mar 31, 2026	TACTIVE ADVISORS, LLC	1.32%	76.64K	4.76M	-54.79K	-41.69%
Mar 31, 2026	UBS GROUP AG	1.8%	104.86K	6.51M	94.46K	+908.74%
Mar 31, 2026	LINSCOMB & WILLIAMS, INC.	1.99%	116.02K	7.21M	-20.56K	-15.05%
Mar 31, 2026	AVANTAX PLANNING PARTNERS, INC.	2.12%	123.59K	7.68M	1.05K	+0.86%
Mar 31, 2026	KWB WEALTH	2.73%	159.19K	9.67M	0	0
Mar 31, 2026	NATIXIS ADVISORS, L.P.	0.35%	20.39K	1.27M	20.39K	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.89%	168.38K	10.46M	54.17K	+47.43%
Mar 31, 2026	AMERICAN MONEY MANAGEMENT, LLC	3.27%	190.44K	11.83M	3.97K	+2.13%
Mar 31, 2026	SAM ADVISORS, LLC	3.39%	197.2K	12.25M	2.62K	+1.35%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	3.61%	210.35K	13.07M	-25.92K	-10.97%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	5.64%	328.41K	20.4M	479	+0.15%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.11%	6.06K	376.74K	-922	-13.20%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.12%	6.73K	418.02K	-74	-1.09%
Mar 31, 2026		0.49%	28.84K	1.79M	107	+0.37%
Mar 31, 2026	SHARKEY, HOWES & JAVER	0.13%	7.27K	451.71K	-2.71K	-27.17%
Mar 31, 2026	DAYMARK WEALTH PARTNERS, LLC	0.13%	7.61K	473.05K	1.04K	+15.87%
Mar 31, 2026	BARNES PETTEY FINANCIAL ADVISORS, LLC	0.14%	8.24K	511.59K	-3	-0.04%
Mar 31, 2026	L & S ADVISORS INC	0.16%	9.46K	587.9K	163	+1.75%
Mar 31, 2026	WEALTHEDGE INVESTMENT ADVISORS, LLC	0.18%	10.48K	651.05K	-764	-6.80%
Mar 31, 2026	CEDAR POINT CAPITAL PARTNERS, LLC	0.18%	10.49K	651.77K	-21.99K	-67.70%
Mar 31, 2026	SIGMA PLANNING CORP	0.18%	10.57K	656.42K	-29	-0.27%
Mar 31, 2026	VIRTU FINANCIAL LLC	0.19%	10.9K	677K	10.9K	+100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	11.24K	699K	535	+5.00%
Mar 31, 2026	KELLY FINANCIAL GROUP LLC	0.21%	11.72K	728.31K	570	+5.11%
Mar 31, 2026	AVIDIAN WEALTH SOLUTIONS, LLC	0.22%	12.84K	797.8K	12.84K	+100.00%
Mar 31, 2026	MONECO ADVISORS, LLC	0.23%	13.3K	826.03K	2.31K	+20.97%
Mar 31, 2026	5T WEALTH, LLC	0.24%	13.25K	823.43K	233	+1.79%
Mar 31, 2026	LPL FINANCIAL LLC	6.33%	368.51K	22.89M	-49.11K	-11.76%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.46%	26.99K	1.68M	-4.91K	-15.38%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.99%	57.54K	3.57M	1.38K	+2.46%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.09%	63.26K	3.93M	-29.43K	-31.75%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	2.06%	119.89K	7.45M	8.47K	+7.60%
Mar 31, 2026	CERITY PARTNERS LLC	2.38%	138.86K	8.63M	6.02K	+4.53%
Mar 31, 2026	COLONY GROUP, LLC	2.71%	158K	9.82M	1.73K	+1.10%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.4%	23.29K	1.45M	-1K	-4.13%
Mar 31, 2026	JANE STREET GROUP, LLC	0.53%	30.98K	1.92M	30.98K	+100.00%
Mar 31, 2026	BKM WEALTH MANAGEMENT, LLC	0.55%	31.83K	1.98M	1.52K	+5.02%
Mar 31, 2026	BIRCHWOOD FINANCIAL PARTNERS, INC.	0.5%	28.84K	1.79M	107	+0.37%
Mar 31, 2026	ACCEL WEALTH MANAGEMENT	0.58%	33.88K	2.11M	346	+1.03%
Mar 31, 2026	TIEMANN INVESTMENT ADVISORS, LLC	0.64%	37.17K	2.31M	-292	-0.78%
Mar 31, 2026	STRATEGIC FINANCIAL CONCEPTS, LLC	0.91%	52.87K	3.28M	22.32K	+73.06%
Mar 31, 2026	JACOBI CAPITAL MANAGEMENT LLC	0.93%	54.39K	3.38M	6.14K	+12.72%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	1.09%	63.38K	3.94M	27.84K	+78.31%
Mar 31, 2026	AVESTAR CAPITAL, LLC	1.15%	67.25K	4.18M	1.1K	+1.67%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	1.16%	67.27K	4.05M	22.47K	+50.17%
Mar 31, 2026	MARSHALL WACE, LLP	1.51%	87.74K	5.45M	0	0
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	1.63%	95.05K	5.9M	95.05K	+100.00%
Mar 31, 2026	SEGALL BRYANT & HAMILL, LLC	2.03%	118.5K	7.36M	-6.92K	-5.51%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.56%	31.9K	1.94M	-141	-0.44%
Dec 31, 2025		0.47%	28.73K	1.74M	28.73K	+100.00%
Dec 31, 2025	ACCEL WEALTH MANAGEMENT	0.59%	33.54K	2.04M	-1.39K	-3.98%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.59%	35.55K	2.16M	-1.02K	-2.78%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.61%	36.79K	2.23M	36.79K	+100.00%
Dec 31, 2025	KWB WEALTH	2.82%	159.19K	9.67M	1.72K	+1.09%
Dec 31, 2025	COLONY GROUP, LLC	2.61%	156.27K	9.49M	8.68K	+5.88%
Dec 31, 2025	SAM ADVISORS, LLC	3.25%	194.58K	11.82M	1.2K	+0.62%
Dec 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	2.44%	137.62K	8.36M	7.17K	+5.50%
Dec 31, 2025	MARSHALL WACE, LLP	1.45%	87.74K	5.33M	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	1.34%	82.98K	5.04M	3.75K	+4.73%
Dec 31, 2025	RHS FINANCIAL, LLC	1.06%	59.75K	3.63M	2.88K	+5.06%
Dec 31, 2025	TACTIVE ADVISORS, LLC	2.33%	131.42K	7.98M	33.29K	+33.92%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.51%	91.24K	5.54M	-4.13K	-4.33%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.93%	56.16K	3.41M	148	+0.26%
Dec 31, 2025	SIGNET FINANCIAL MANAGEMENT, LLC	0.33%	18.88K	1.15M	1.77K	+10.35%
Dec 31, 2025	EDGE FINANCIAL ADVISORS LLC	0.33%	18.72K	1.14M	166	+0.89%
Dec 31, 2025	CERITY PARTNERS LLC	2.22%	132.84K	8.07M	-11.96K	-8.26%
Dec 31, 2025	5T WEALTH, LLC	0.23%	13.02K	790.77K	766	+6.25%
Dec 31, 2025	ARGENT TRUST CO	0.24%	14.49K	879.92K	-407	-2.73%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	2.18%	131.84K	8.01M	-6.82K	-4.92%
Dec 31, 2025	LINSCOMB & WILLIAMS, INC.	2.28%	136.57K	8.29M	-1.52K	-1.10%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	3.9%	236.26K	14.35M	3.87K	+1.66%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.53%	92.69K	5.63M	2.17K	+2.40%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	5.42%	327.93K	19.92M	4.84K	+1.50%
Dec 31, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.25%	14.19K	861.52K	0	0
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.28%	15.74K	975.67K	1.23K	+8.44%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	3.17%	179.24K	10.89M	-67	-0.04%
Dec 31, 2025	AMERICAN MONEY MANAGEMENT, LLC	3.11%	186.47K	11.32M	3.13K	+1.71%
Dec 31, 2025	AVANTAX PLANNING PARTNERS, INC.	2.17%	122.55K	7.44M	-2.14K	-1.72%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.89%	114.21K	6.94M	24.84K	+27.79%
Dec 31, 2025	TIEMANN INVESTMENT ADVISORS, LLC	0.63%	37.46K	2.27M	365	+0.98%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.74%	44.8K	2.72M	9.16K	+25.71%
Dec 31, 2025	SCHIAVI & CO LLC	0.77%	46.25K	2.81M	-7.8K	-14.42%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.78%	47.43K	2.88M	2.78K	+6.22%
Dec 31, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.81%	48.26K	2.93M	1.81K	+3.90%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.84%	111.42K	6.76M	13.19K	+13.43%
Dec 31, 2025	CITIGROUP INC	0.86%	51.52K	3.13M	-7.1K	-12.11%
Dec 31, 2025	SHARKEY, HOWES & JAVER	0.18%	9.98K	606.31K	-2.09K	-17.28%
Dec 31, 2025	SOVRAN ADVISORS, LLC	0.18%	10.28K	649.29K	-52.14K	-83.53%
Dec 31, 2025	UBS GROUP AG	0.18%	10.4K	631.29K	1.33K	+14.63%
Dec 31, 2025	SIGMA PLANNING CORP	0.19%	10.6K	643.43K	868	+8.92%
Dec 31, 2025	FOCUS FINANCIAL NETWORK, INC.	0.45%	25.2K	1.53M	-154	-0.61%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.4%	24.29K	1.48M	-655	-2.63%
Dec 31, 2025	LPL FINANCIAL LLC	6.98%	417.62K	25.36M	20.77K	+5.23%
Dec 31, 2025	MORGAN STANLEY	4.21%	254.97K	15.48M	2.94K	+1.17%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	10.71K	650K	1.92K	+21.82%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.25%	13.92K	845.4K	-2.2K	-13.67%
Dec 31, 2025	L & S ADVISORS INC	0.15%	9.3K	564.8K	-74	-0.79%
Dec 31, 2025	BARNES PETTEY FINANCIAL ADVISORS, LLC	0.15%	8.24K	500.43K	78	+0.96%
Dec 31, 2025	KELLY FINANCIAL GROUP LLC	0.2%	11.15K	677.32K	-94	-0.84%
Dec 31, 2025	MONECO ADVISORS, LLC	0.19%	10.99K	667.5K	2.15K	+24.30%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.19%	11.5K	698.53K	-19.04K	-62.34%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.19%	11.59K	703.68M	11.59K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.4%	24.05K	1.46M	-287	-1.18%
Dec 31, 2025	BERGER FINANCIAL GROUP, INC	1.24%	69.85K	4.24M	657	+0.95%
Dec 31, 2025	AVESTAR CAPITAL, LLC	1.1%	66.15K	4.02M	529	+0.81%
Dec 31, 2025	SEGALL BRYANT & HAMILL, LLC	2.09%	125.42K	7.62M	-6.36K	-4.82%
Dec 31, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.51%	30.55K	1.86M	25.92K	+560.28%
Dec 31, 2025	BKM WEALTH MANAGEMENT, LLC	0.54%	30.31K	1.84M	10.04K	+49.53%
Dec 31, 2025	CEDAR POINT CAPITAL PARTNERS, LLC	0.54%	32.48K	1.97M	3.13K	+10.68%
Sep 30, 2025	SIGMA PLANNING CORP	0.16%	9.73K	573.84K	58	+0.60%
Sep 30, 2025	UBS GROUP AG	0.15%	9.07K	534.98K	684	+8.16%
Sep 30, 2025	MONECO ADVISORS, LLC	0.15%	8.84K	521.64K	465	+5.55%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	8.79K	519K	4.42K	+101.28%
Sep 30, 2025	BARNES PETTEY FINANCIAL ADVISORS, LLC	0.14%	8.16K	481.46K	105	+1.30%
Sep 30, 2025	DAYMARK WEALTH PARTNERS, LLC	0.11%	6.49K	383.07K	-1.56K	-19.38%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.11%	6.36K	375.03K	-1.68K	-20.89%
Sep 30, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.1%	5.74K	338.81K	-9.52K	-62.37%
Sep 30, 2025	LPL FINANCIAL LLC	6.58%	396.86K	23.41M	80.13K	+25.30%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	5.36%	323.09K	19.06M	111.07K	+52.39%
Sep 30, 2025	SAM ADVISORS, LLC	3.21%	193.38K	11.41M	2.27K	+1.19%
Sep 30, 2025	AMERICAN MONEY MANAGEMENT, LLC	3.04%	183.34K	10.82M	-2.63K	-1.42%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	2.97%	179.31K	10.58M	5.38K	+3.09%
Sep 30, 2025	KWB WEALTH	2.61%	157.48K	8.88M	4.64K	+3.03%
Sep 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.42%	25.36K	1.5M	450	+1.81%
Sep 30, 2025	COLONY GROUP, LLC	2.45%	147.59K	8.71M	3.84K	+2.67%
Sep 30, 2025	CERITY PARTNERS LLC	2.4%	144.8K	8.54M	-3.17K	-2.14%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	2.3%	138.66K	8.18M	-7.06K	-4.84%
Sep 30, 2025	LINSCOMB & WILLIAMS, INC.	2.29%	138.1K	8.15M	-4.77K	-3.34%
Sep 30, 2025	SEGALL BRYANT & HAMILL, LLC	2.19%	131.77K	7.77M	-7.79K	-5.58%
Sep 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	2.18%	130.45K	7.7M	6.72K	+5.43%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.58%	95.37K	5.6M	36.5K	+61.99%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.41%	24.95K	1.47M	232	+0.94%
Sep 30, 2025	AVANTAX PLANNING PARTNERS, INC.	2.07%	124.69K	7.36M	3.4K	+2.80%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.5%	90.52K	5.34M	-1.74K	-1.88%
Sep 30, 2025	RHS FINANCIAL, LLC	0.94%	56.87K	3.36M	1.87K	+3.41%
Sep 30, 2025	BKM WEALTH MANAGEMENT, LLC	0.34%	20.27K	1.2M	1.42K	+7.56%
Sep 30, 2025	5T WEALTH, LLC	0.2%	12.26K	722.99K	3.72K	+43.57%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.93%	56.01K	3.3M	-35.5K	-38.79%
Sep 30, 2025	SCHIAVI & CO LLC	0.9%	54.05K	3.19M	-4.81K	-8.18%
Sep 30, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.77%	46.45K	2.74M	1.99K	+4.49%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.74%	44.65K	2.63M	8.86K	+24.76%
Sep 30, 2025	TIEMANN INVESTMENT ADVISORS, LLC	0.62%	37.09K	2.19M	1.15K	+3.20%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.61%	36.56K	2.16M	36.56K	+100.00%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.59%	35.64K	2.09M	5.57K	+18.53%
Sep 30, 2025	ACCEL WEALTH MANAGEMENT	0.58%	34.93K	2.06M	18.94K	+118.44%
Sep 30, 2025	SHARKEY, HOWES & JAVER	0.2%	12.07K	712.06K	-28.64K	-70.35%
Sep 30, 2025	AVESTAR CAPITAL, LLC	1.09%	65.62K	3.87M	-1.36K	-2.03%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.51%	30.54K	1.8M	-775	-2.47%
Sep 30, 2025	CEDAR POINT CAPITAL PARTNERS, LLC	0.49%	29.35K	1.73M	1.21K	+4.31%
Sep 30, 2025	EDGE FINANCIAL ADVISORS LLC	0.31%	18.55K	1.09M	200	+1.09%
Sep 30, 2025	SIGNET FINANCIAL MANAGEMENT, LLC	0.28%	17.11K	1.01M	1.62K	+10.47%
Sep 30, 2025	SHEPHERD KAPLAN KROCHUK, LLC	0.24%	14.55K	858.09K	-1.15K	-7.31%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.24%	14.52K	850.79K	539	+3.86%
Sep 30, 2025	SOVRAN ADVISORS, LLC	1.04%	62.42K	3.75M	858	+1.39%
Sep 30, 2025	CITIGROUP INC	0.97%	58.62K	3.46M	-24.95K	-29.85%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.27%	16.13K	951.31K	-1.36K	-7.79%
Sep 30, 2025	ARGENT TRUST CO	0.25%	14.9K	878.8K	0	0
Sep 30, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.24%	14.19K	836.91K	0	0
Sep 30, 2025	MORGAN STANLEY	4.18%	252.03K	14.87M	6.29K	+2.56%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	3.85%	232.4K	13.71M	214.57K	+1,203.92%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.48%	89.37K	5.27M	45.6K	+104.16%
Sep 30, 2025	MARSHALL WACE, LLP	1.46%	87.74K	5.18M	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.63%	98.23K	5.79M	1.87K	+1.94%
Sep 30, 2025	OLD MISSION CAPITAL LLC	1.06%	63.76K	3.76M	-210.43K	-76.75%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.53%	32.04K	1.89M	-1.08K	-3.27%
Sep 30, 2025	ROYAL BANK OF CANADA	0.4%	24.33K	1.44M	-879	-3.49%
Sep 30, 2025	TACTIVE ADVISORS, LLC	1.63%	98.13K	5.79M	74.03K	+307.19%
Sep 30, 2025	JPMORGAN CHASE & CO	1.31%	79.24K	4.67M	-11.38K	-12.56%
Sep 30, 2025	BERGER FINANCIAL GROUP, INC	1.15%	69.19K	4.08M	4.33K	+6.67%
Sep 30, 2025	WEALTHEDGE INVESTMENT ADVISORS, LLC	0.2%	11.88K	701.07K	414	+3.61%
Sep 30, 2025	KELLY FINANCIAL GROUP LLC	0.19%	11.25K	663.53K	-39	-0.35%
Sep 30, 2025	POTENTIA WEALTH	0.17%	10.17K	600.23K	1	+0.01%
Sep 30, 2025	L & S ADVISORS INC	0.16%	9.37K	553.05K	965	+11.48%
Jun 30, 2025	MORGAN STANLEY	4.39%	245.74K	13.86B	35.24K	+16.74%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	3.77%	211.19K	11.91M	17.27K	+8.91%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	3.1%	173.94K	9.81M	-69.13K	-28.44%
Jun 30, 2025	LINSCOMB & WILLIAMS, INC.	2.55%	142.87K	8.06M	-6.55K	-4.38%
Jun 30, 2025	SEGALL BRYANT & HAMILL, LLC	2.49%	139.56K	7.87M	-2.69K	-1.89%
Jun 30, 2025	AVANTAX PLANNING PARTNERS, INC.	2.16%	121.29K	6.84M	4.01K	+3.42%
Jun 30, 2025	FIRST HORIZON ADVISORS, INC.	1.84%	103.23K	5.82M	5.9K	+6.06%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.72%	96.36K	5.44M	3.83K	+4.14%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.65%	92.26K	5.21M	5.01K	+5.74%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.63%	91.51K	5.16M	736	+0.81%
Jun 30, 2025		1.1%	61.56K	3.48M	-12.37K	-16.74%
Jun 30, 2025	ROYAL BANK OF CANADA	0.45%	25.21K	1.42M	-165	-0.65%
Jun 30, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.27%	15.26K	860.97K	-161	-1.04%
Jun 30, 2025	SAM ADVISORS, LLC	3.41%	191.11K	10.78M	5.36K	+2.89%
Jun 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	2.21%	123.73K	6.98M	-1.66K	-1.33%
Jun 30, 2025	CEDAR POINT CAPITAL PARTNERS, LLC	0.5%	28.13K	1.59M	1.93K	+7.37%
Jun 30, 2025	CITIGROUP INC	1.49%	83.57K	4.71M	-550	-0.65%
Jun 30, 2025	SCHIAVI & CO LLC	1.05%	58.86K	3.32M	2.89K	+5.17%
Jun 30, 2025	RHS FINANCIAL, LLC	0.98%	55K	3.1M	-14.3K	-20.63%
Jun 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.44%	24.91K	1.41M	693	+2.86%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.44%	24.72K	1.39M	-228	-0.91%
Jun 30, 2025	TACTIVE ADVISORS, LLC	0.43%	24.1K	1.36M	24.1K	+100.00%
Jun 30, 2025	BKM WEALTH MANAGEMENT, LLC	0.34%	18.84K	1.06M	-2.62K	-12.20%
Jun 30, 2025	AVESTAR CAPITAL, LLC	1.2%	66.98K	3.78M	14.55K	+27.75%
Jun 30, 2025	EDGE FINANCIAL ADVISORS LLC	0.33%	18.35K	1.04M	-1.74K	-8.64%
Jun 30, 2025	CERITY PARTNERS LLC	2.64%	147.97K	8.35M	-3.8K	-2.51%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	2.6%	145.72K	8.22M	2.75K	+1.92%
Jun 30, 2025	COLONY GROUP, LLC	2.57%	143.76K	8.11M	20.76K	+16.88%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.05%	58.88K	3.32M	-14.56K	-19.83%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.56%	31.32K	1.77M	1.62K	+5.47%
Jun 30, 2025	ACCEL WEALTH MANAGEMENT	0.29%	15.99K	901.99K	542	+3.51%
Jun 30, 2025	SHEPHERD KAPLAN KROCHUK, LLC	0.28%	15.69K	885.23K	-2K	-11.28%
Jun 30, 2025	SIGNET FINANCIAL MANAGEMENT, LLC	0.28%	15.49K	873.78K	2.9K	+23.03%
Jun 30, 2025	AMERICAN MONEY MANAGEMENT, LLC	3.32%	185.97K	10.49M	-3K	-1.59%
Jun 30, 2025	BERGER FINANCIAL GROUP, INC	1.16%	64.86K	3.66M	1.24K	+1.96%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.54%	30.06K	1.68M	5.04K	+20.13%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.32%	17.82K	1.01M	-5.77K	-24.46%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.31%	17.49K	986.49K	203	+1.17%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	1.38%	77.28K	4.36M	77.28K	+100.00%
Jun 30, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.79%	44.45K	2.51M	7.38K	+19.90%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.78%	43.77K	2.47M	-644	-1.45%
Jun 30, 2025	KWB WEALTH	2.73%	152.84K	8.06M	2.28K	+1.51%
Jun 30, 2025	JPMORGAN CHASE & CO	1.62%	90.62K	5.11M	15.04K	+19.91%
Jun 30, 2025	MARSHALL WACE, LLP	1.57%	87.74K	4.95M	83.24K	+1,848.48%
Jun 30, 2025	LPL FINANCIAL LLC	5.65%	316.73K	17.87M	17.69K	+5.92%
Jun 30, 2025	OLD MISSION CAPITAL LLC	4.89%	274.19K	15.47M	-70.83K	-20.53%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.78%	212.02K	11.96M	16.54K	+8.46%
Jun 30, 2025	SOVRAN ADVISORS, LLC	1.1%	61.56K	3.48M	-12.37K	-16.74%
Jun 30, 2025	SHARKEY, HOWES & JAVER	0.73%	40.71K	2.3M	13.74K	+50.95%
Jun 30, 2025	TIEMANN INVESTMENT ADVISORS, LLC	0.64%	35.94K	2.03M	1.03K	+2.94%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.64%	35.79K	2.02M	2.43K	+7.27%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.59%	33.12K	1.87M	33.12K	+100.00%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	2.49%	142.97K	7.54M	-20.32K	-12.45%
Mar 31, 2025	LINSCOMB & WILLIAMS, INC.	2.6%	149.42K	7.88M	-5.61K	-3.62%
Mar 31, 2025	FIRST HORIZON ADVISORS, INC.	1.7%	97.33K	5.13M	-1.17K	-1.18%
Mar 31, 2025	SAM ADVISORS, LLC	3.24%	185.75K	9.79M	-1.2K	-0.64%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.41%	195.47K	10.31M	13.11K	+7.19%
Mar 31, 2025	KWB WEALTH	2.62%	150.56K	7.81M	4.86K	+3.33%
Mar 31, 2025	CERITY PARTNERS LLC	2.64%	151.77K	8M	-5.4K	-3.44%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.41%	23.6K	1.24M	-521	-2.16%
Mar 31, 2025	FOCUS FINANCIAL NETWORK, INC.	0.42%	24.21K	1.28M	-3.09K	-11.31%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.44%	25.03K	1.32M	-227	-0.90%
Mar 31, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.44%	25.39K	1.34M	-14.96K	-37.08%
Mar 31, 2025	SHARKEY, HOWES & JAVER	0.47%	26.97K	1.42M	9.45K	+53.89%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.52%	29.69K	1.57M	1.81K	+6.48%
Mar 31, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.65%	37.07K	1.95M	4.6K	+14.17%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.28%	73.44K	3.87M	-34.4K	-31.90%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.58%	90.78K	4.79M	-431	-0.47%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.61%	92.53K	4.88M	-5.23K	-5.35%
Mar 31, 2025	AVANTAX PLANNING PARTNERS, INC.	2.04%	117.28K	6.18M	-2.92K	-2.43%
Mar 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	2.18%	125.39K	6.61M	21.74K	+20.97%
Mar 31, 2025	JPMORGAN CHASE & CO	1.32%	75.57K	3.98M	2.08K	+2.83%
Mar 31, 2025	JANE STREET GROUP, LLC	0.55%	31.84K	1.68M	-25.41K	-44.39%
Mar 31, 2025	MORGAN STANLEY	3.67%	210.51K	11.1M	686	+0.33%
Mar 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	4.23%	243.07K	12.81M	86.39K	+55.14%
Mar 31, 2025	LPL FINANCIAL LLC	5.21%	299.04K	15.77M	6.51K	+2.23%
Mar 31, 2025	AMERICAN MONEY MANAGEMENT, LLC	3.29%	188.97K	9.96M	6.71K	+3.68%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.3%	17.22K	907.81K	-3.01K	-14.86%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.3%	17.28K	924.09K	-549	-3.08%
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	0.3%	17.45K	920.08K	-1.78K	-9.27%
Mar 31, 2025	CITIGROUP INC	1.47%	84.12K	4.43M	-2.68K	-3.08%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.52%	87.25K	4.6M	2.27K	+2.67%
Mar 31, 2025	ROYAL BANK OF CANADA	0.44%	25.38K	1.34M	1.47K	+6.13%
Mar 31, 2025	TIEMANN INVESTMENT ADVISORS, LLC	0.61%	34.92K	1.84M	449	+1.30%
Mar 31, 2025	RHS FINANCIAL, LLC	1.21%	69.3K	3.65M	-12.85K	-15.64%
Mar 31, 2025	COLONY GROUP, LLC	2.14%	123K	6.48M	3.1K	+2.59%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	3.38%	193.92K	10.22M	14.52K	+8.09%
Mar 31, 2025	SHEPHERD KAPLAN KROCHUK, LLC	0.31%	17.69K	932.54K	-521	-2.86%
Mar 31, 2025	EDGE FINANCIAL ADVISORS LLC	0.35%	20.09K	1.06M	-1.45K	-6.75%
Mar 31, 2025		0.35%	20.21K	1.07M	-6.75K	-25.04%
Mar 31, 2025	BKM WEALTH MANAGEMENT, LLC	0.37%	21.46K	1.13M	1.05K	+5.13%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.58%	33.37K	1.76M	2.57K	+8.33%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.43%	24.95K	1.32M	-5.07K	-16.88%
Mar 31, 2025	WOLF GROUP CAPITAL ADVISORS	0.57%	32.87K	1.73M	-9.18K	-21.82%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.77%	44.42K	2.34M	15.79K	+55.13%
Mar 31, 2025	SCHIAVI & CO LLC	0.97%	55.97K	2.95M	120	+0.21%
Mar 31, 2025	BERGER FINANCIAL GROUP, INC	1.11%	63.62K	3.35M	3.76K	+6.29%
Mar 31, 2025	AVESTAR CAPITAL, LLC	0.91%	52.43K	2.76M	-17.78K	-25.32%
Mar 31, 2025	OLD MISSION CAPITAL LLC	6.01%	345.02K	18.19M	111.77K	+47.92%
Mar 31, 2025	CEDAR POINT CAPITAL PARTNERS, LLC	0.46%	26.2K	1.38M	667	+2.61%
Mar 31, 2025	SEGALL BRYANT & HAMILL, LLC	2.48%	142.25K	7.5M	-19.35K	-11.97%
Mar 31, 2024	AMERICAN MONEY MANAGEMENT, LLC	2.85%	159.41K	8.52M	16.84K	+11.81%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.74%	43.4K	2.32M	-14.85K	-25.49%
Mar 31, 2024	CERITY PARTNERS LLC	3.18%	177.9K	9.51M	-2.78K	-1.54%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	3.62%	202.79K	10.84M	-5.03K	-2.42%
Mar 31, 2024	LPL FINANCIAL LLC	4.43%	258.11K	13.79M	6.4K	+2.54%
Mar 31, 2024	JACOBI CAPITAL MANAGEMENT LLC	0.45%	25.4K	1.36M	25.4K	+100.00%
Mar 31, 2024	CITIGROUP INC	1.28%	74.42K	3.98M	11.42K	+18.12%
Mar 31, 2024	FIRST HORIZON ADVISORS, INC.	1.28%	71.45K	3.82M	-923	-1.28%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.28%	71.65K	3.83M	71.65K	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	1.43%	83.12K	4.44M	31.53K	+61.10%
Mar 31, 2024	JANE STREET GROUP, LLC	1.64%	95.84K	5.12M	71.06K	+286.78%
Mar 31, 2024	AMPLIUS WEALTH ADVISORS, LLC	1.87%	104.88K	5.61M	-60.98K	-36.77%
Mar 31, 2024	RHS FINANCIAL, LLC	1.92%	107.18K	5.73M	2.09K	+1.98%
Mar 31, 2024	COLONY GROUP, LLC	2.27%	126.99K	6.9M	126.99K	+100.00%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	2.44%	136.3K	7.28M	10.69K	+8.51%
Mar 31, 2024	SAM ADVISORS, LLC	3.13%	175K	9.35M	3.83K	+2.24%
Mar 31, 2024	49 WEALTH MANAGEMENT, LLC	7.86%	439.76K	23.55M	48.12K	+12.29%
Mar 31, 2024	ARGENT TRUST CO	0.31%	17.34K	926.49K	0	0
Mar 31, 2024	PRECEDENT WEALTH PARTNERS, LLC	0.32%	17.63K	942.26K	-917	-4.94%
Mar 31, 2024	VISIONARY WEALTH ADVISORS	0.34%	19.24K	1.03M	1.63K	+9.27%
Mar 31, 2024	SHEPHERD KAPLAN KROCHUK, LLC	0.41%	22.8K	1.22M	-5.28K	-18.79%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.42%	23.47K	1.25M	23.47K	+100.00%
Mar 31, 2024	CEDAR POINT CAPITAL PARTNERS, LLC	0.43%	24.28K	1.3M	-30	-0.12%
Mar 31, 2024	TOWNSQUARE CAPITAL LLC	0.48%	26.77K	1.43M	-38.4K	-58.92%
Mar 31, 2024	EMPIRICAL ASSET MANAGEMENT, LLC	0.51%	28.69K	1.53M	-1.23K	-4.11%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.52%	30.17K	1.61M	9.61K	+46.73%
Mar 31, 2024	WEALTHSPIRE ADVISORS, LLC	0.59%	32.85K	1.76M	-15.09K	-31.47%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.59%	33.09K	1.77M	-4.98K	-13.09%
Mar 31, 2024	EDGE FINANCIAL ADVISORS LLC	0.63%	35.09K	1.88M	35.09K	+100.00%
Mar 31, 2024	WOLF GROUP CAPITAL ADVISORS	0.75%	42.05K	2.12M	0	0
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.76%	44.34K	2.37M	-77.17K	-63.51%
Mar 31, 2024	SCHIAVI & CO LLC	0.8%	44.62K	2.38M	-447	-0.99%
Mar 31, 2024	STRATEGIC FINANCIAL CONCEPTS, LLC	0.82%	45.88K	2.45M	10.81K	+30.82%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.82%	48.1K	2.57M	550	+1.16%
Mar 31, 2024	AVESTAR CAPITAL, LLC	0.83%	46.7K	2.5M	19.6K	+72.32%
Mar 31, 2024	OLD MISSION CAPITAL LLC	1.08%	60.67K	3.24M	34.01K	+127.53%
Mar 31, 2024	BERGER FINANCIAL GROUP, INC	1.08%	60.69K	3.24M	2.64K	+4.55%
Mar 31, 2024	KWB WEALTH	2.48%	138.84K	7.42M	2.37K	+1.74%
Mar 31, 2024	KINGSVIEW WEALTH MANAGEMENT, LLC	0.35%	19.55K	1.04M	4.71K	+31.78%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.37%	20.89K	1.12M	57	+0.27%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.38%	21.3K	1.14M	103	+0.49%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.38%	21.41K	1.14M	-2.07K	-8.82%
Mar 31, 2024	OCCIDENTAL ASSET MANAGEMENT, LLC	0.39%	21.77K	1.16M	667	+3.16%
Mar 31, 2024	FOCUS FINANCIAL NETWORK, INC.	0.4%	22.39K	1.19M	22.39K	+100.00%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.41%	22.73K	1.21M	-1.75K	-7.16%
Mar 31, 2024	ROYAL BANK OF CANADA	0.52%	30.43K	1.63M	20.22K	+197.99%
Mar 31, 2024	TIEMANN INVESTMENT ADVISORS, LLC	0.63%	35.42K	1.89M	2.55K	+7.76%
Mar 31, 2024	MORGAN STANLEY	2.6%	151.79K	8.11M	-5.91K	-3.75%
Mar 31, 2024	RICHARD P SLAUGHTER ASSOCIATES INC	0.21%	11.97K	639.7K	0	0
Mar 31, 2024	SHARKEY, HOWES & JAVER	0.22%	12.63K	674.86K	-5.55K	-30.52%
Mar 31, 2024	BKM WEALTH MANAGEMENT, LLC	0.23%	13.12K	701K	270	+2.10%
Mar 31, 2024	BOND & DEVICK FINANCIAL NETWORK, INC.	0.23%	13.26K	708.91K	0	0
Mar 31, 2024	SIGNET FINANCIAL MANAGEMENT, LLC	0.24%	14K	748.28K	6.11K	+77.36%
Mar 31, 2024	SLOW CAPITAL, INC.	0.24%	14.1K	753.5K	-7.05K	-33.34%
Mar 31, 2024	DAYMARK WEALTH PARTNERS, LLC	0.24%	14.12K	754.71K	6.2K	+78.16%
Mar 31, 2024	ACCEL WEALTH MANAGEMENT	0.26%	15.26K	815.34K	-1.32K	-7.97%
Mar 31, 2024	GLOBAL ASSETS ADVISORY, LLC	0.26%	15.26K	285K	15.26K	+100.00%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.29%	16.76K	895.94K	765	+4.78%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.29%	16.78K	896.84K	2.52K	+17.67%
Mar 31, 2024	LINSCOMB & WILLIAMS, INC.	2.96%	165.61K	8.85M	-3.52K	-2.08%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	5.6%	326.39K	17.44M	49.24K	+17.77%
Dec 31, 2023		0.3%	16.79K	877.77K	16.79K	+100.00%
Dec 31, 2023	WOLF GROUP CAPITAL ADVISORS	0.74%	42.05K	2.12M	2.36K	+5.93%
Dec 31, 2023	SCHIAVI & CO LLC	0.8%	45.07K	2.36M	36.12K	+403.80%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.84%	47.55K	2.49M	3.07K	+6.89%
Dec 31, 2023	WEALTHSPIRE ADVISORS, LLC	0.85%	47.93K	2.51M	-3.01K	-5.91%
Dec 31, 2023	JPMORGAN CHASE & CO	0.91%	51.6K	2.7M	-11.43K	-18.14%
Dec 31, 2023	CITADEL ADVISORS LLC	0.95%	53.92K	2.82M	19.84K	+58.20%
Dec 31, 2023	BERGER FINANCIAL GROUP, INC	1.03%	58.05K	3.04M	-611	-1.04%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.03%	58.25K	3.05M	-3.04K	-4.96%
Dec 31, 2023	CITIGROUP INC	1.11%	63K	3.29M	7.82K	+14.16%
Dec 31, 2023	TOWNSQUARE CAPITAL LLC	1.15%	65.16K	3.41M	-11.98K	-15.53%
Dec 31, 2023	FIRST HORIZON ADVISORS, INC.	1.28%	72.38K	3.78M	-27.08K	-27.22%
Dec 31, 2023	RHS FINANCIAL, LLC	1.86%	105.09K	5.5M	8K	+8.23%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	2.15%	121.51K	6.35M	8.31K	+7.34%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	2.22%	125.61K	6.57M	13.53K	+12.07%
Dec 31, 2023	WADE G W & INC	2.27%	128.65K	6.73M	1.27K	+0.99%
Dec 31, 2023	KWB WEALTH	2.41%	136.47K	7.14M	50.17K	+58.14%
Dec 31, 2023	AMERICAN MONEY MANAGEMENT, LLC	2.52%	142.57K	7.45M	-3.19K	-2.19%
Dec 31, 2023	MORGAN STANLEY	2.79%	157.69K	8.25M	-15.78K	-9.10%
Dec 31, 2023	AMPLIUS WEALTH ADVISORS, LLC	2.93%	165.87K	8.67M	-372K	-69.16%
Dec 31, 2023	LINSCOMB & WILLIAMS, INC.	2.99%	169.13K	8.84M	-11.05K	-6.13%
Dec 31, 2023	SAM ADVISORS, LLC	3.03%	171.17K	8.95M	5.3K	+3.19%
Dec 31, 2023	CERITY PARTNERS LLC	3.19%	180.68K	9.45M	-2.96K	-1.61%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	3.67%	207.82K	10.87M	-20.87K	-9.13%
Dec 31, 2023	LPL FINANCIAL LLC	4.45%	251.71K	13.16M	41.41K	+19.69%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	4.9%	277.15K	14.49M	-3.78K	-1.35%
Dec 31, 2023	KINGSVIEW WEALTH MANAGEMENT, LLC	0.26%	14.84K	775.72K	5.58K	+60.33%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.28%	16K	836.52K	-1.68K	-9.52%
Dec 31, 2023	ACCEL WEALTH MANAGEMENT	0.29%	16.58K	866.83K	2.35K	+16.51%
Dec 31, 2023	ARGENT TRUST CO	0.31%	17.34K	906.45K	0	0
Dec 31, 2023	VISIONARY WEALTH ADVISORS	0.31%	17.61K	920.85K	640	+3.77%
Dec 31, 2023	TRILOGY CAPITAL INC.	0.32%	17.92K	936.99K	17.92K	+100.00%
Dec 31, 2023	SHARKEY, HOWES & JAVER	0.32%	18.17K	950.27K	-3.29K	-15.33%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.36%	20.56K	1.08M	3.89K	+23.35%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.67%	38.07K	1.99M	14.11K	+58.87%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.37%	20.83K	1.09M	625	+3.09%
Dec 31, 2023	OCCIDENTAL ASSET MANAGEMENT, LLC	0.37%	21.1K	1.1M	226	+1.08%
Dec 31, 2023	SLOW CAPITAL, INC.	0.37%	21.15K	1.11M	-2.02K	-8.71%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.37%	21.2K	1.11M	6.37K	+42.91%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.42%	23.48K	1.23M	-3.66K	-13.49%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.43%	24.48K	1.28M	-1.19K	-4.62%
Dec 31, 2023	JANE STREET GROUP, LLC	0.44%	24.78K	1.3M	-187.8K	-88.34%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.47%	26.66K	1.39M	-32.14K	-54.66%
Dec 31, 2023	AVESTAR CAPITAL, LLC	0.48%	27.1K	1.42M	6.93K	+34.33%
Dec 31, 2023	SHEPHERD KAPLAN KROCHUK, LLC	0.5%	28.08K	1.47M	-8.92K	-24.10%
Dec 31, 2023	EMPIRICAL ASSET MANAGEMENT, LLC	0.53%	29.91K	1.56M	-476	-1.57%
Dec 31, 2023	TIEMANN INVESTMENT ADVISORS, LLC	0.58%	32.87K	1.72M	4.51K	+15.88%

Frequently Asked Questions