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

Who are the major shareholders selling Franklin U.S. Low Volatility High Dividend Index ETF stock?

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC., in the last quarter, reduced its stake in LVHD by -1.64% restricting it's holding to 33.23 thousand shares of worth nearly $1.46M. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO also lessened -37% of the LVHD shares from its portfolio, reducing its holding to 44.43 thousand shares of worth $1.96M. WEALTHCARE ADVISORY PARTNERS LLC also shunned LVHD shares holding by -1.05% last quarter which brought its holding to 62.1 thousand shares worth $2.73M.

Investors who are buying LVHD stock?

As per its latest 13F filing, INTEGRATED WEALTH CONCEPTS LLC increased its stake in LVHD by 3.21% in the last quarter. The institutional holder raised its holding to 20.58 thousand shares having worth more than $905.62K. AMERIPRISE FINANCIAL INC also added 82.4% more shares of LVHD to its portfolio, raising its holding to 48.47 thousand shares of worth $2.13M. JT STRATFORD LLC also increased its LVHD shares holding by 1.59% which brought its holding to 49.51 thousand shares worth $2.18M.

LVHD's major insiders: who are they?

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

Did an insider recently sell LVHD stock?

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

Which insider recently purchased LVHD stock?

There have been 0 transaction(s) during the past 6-months in which Franklin U.S. Low Volatility High Dividend Index ETF insiders have bought stock, totalling 0 shares

How much of LVHD does insiders own?

Around 0 Franklin U.S. Low Volatility High Dividend Index ETF shares are held by insiders, which represents about N/A of LVHD stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in LVHD?

INTEGRATED WEALTH CONCEPTS LLC is the largest institutional owner in LVHD which holds 20.58 thousand shares worth $905.62K or 0.16% of the total LVHD shares outstanding followed by CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. with ownership of 33.23 thousand shares representing 0.25% of the LVHD ownership. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO is the third largest stakeholder with 44.43 thousand shares or 0.33% of the ownership worth more than $1.96M.

Is Franklin U.S. Low Volatility High Dividend Index 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 LVHD is concerned, it is a stock which is optionable.

Is there a short position on LVHD's shares?

Number of LVHD 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 LVHD shares are there?

As of today, null shares of LVHD are outstanding.

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

LVHD 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 LVHD is null.

Franklin US Low Volatility High Dividend Index ETF (LVHD) 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. INTEGRATED WEALTH CONCEPTS LLC is the top corporate investor, holding 20.58K shares valued at $905.62K. A 0.16% stake in Franklin U.S. Low Volatility High Dividend Index ETF is owned by the company. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. owns 33.23K shares valued at $1.46M, which translates its holding of 0.25% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.16%	20.58K	905.62K	641	+3.21%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	33.23K	1.46M	-554	-1.64%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.33%	44.43K	1.96M	-26.1K	-37.00%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.36%	48.47K	2.13M	21.9K	+82.40%
Jun 30, 2026	JT STRATFORD LLC	0.37%	49.51K	2.18M	776	+1.59%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.46%	62.1K	2.73M	-660	-1.05%
Jun 30, 2026	PERSPECTIVE WEALTH ADVISORS LLC	0.53%	72.16K	3.18M	3.61K	+5.26%
Jun 30, 2026	IFG ADVISORY, LLC	0.55%	74.93K	3.3M	74.93K	+100.00%
Jun 30, 2026	HEFFERNAN ADVISORY, INC	0.66%	89.02K	3.92M	-929	-1.03%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.12%	15.92K	700.65K	257	+1.64%
Jun 30, 2026	PALLAS CAPITAL ADVISORS LLC	0.13%	17.67K	777.3K	1.03K	+6.20%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.14%	18.55K	816.36K	2.11K	+12.85%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.14%	18.66K	820.97K	-5.3K	-22.14%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.15%	20.74K	912.43K	73	+0.35%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.85%	114.53K	5.11M	15.62K	+15.79%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.38%	51.21K	2.25M	1.96K	+3.98%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.38%	52.03K	2.29M	440	+0.85%
Jun 30, 2026	TD WATERHOUSE CANADA INC.	0.06%	7.45K	329.27K	0	0
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.64%	86.71K	3.82M	-5.26K	-5.72%
Jun 30, 2026	SOVEREIGN INVESTMENT ADVISORS, LLC	1.15%	154.79K	6.81M	1.17K	+0.76%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	7.49K	329.66K	-348	-4.44%
Jun 30, 2026	SEPIO CAPITAL, LP	0.06%	7.57K	333.06K	0	0
Jun 30, 2026	WBH ADVISORY INC	0.06%	7.97K	350.83K	0	0
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.07%	8.75K	384.86K	-1.08K	-10.99%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.07%	8.87K	390.07K	-68	-0.76%
Jun 30, 2026	ATOMI FINANCIAL GROUP, INC.	0.07%	8.99K	395.5K	337	+3.90%
Jun 30, 2026	MARINER, LLC	0.07%	9.62K	423.4K	-4.86K	-33.57%
Jun 30, 2026	LONGVIEW WEALTH MANAGEMENT	0.08%	9.66K	425.14K	59	+0.61%
Jun 30, 2026	PRIVATE ADVISORY GROUP LLC	0.09%	11.65K	512.63K	227	+1.99%
Jun 30, 2026	OAK GROVE CAPITAL LLC	0.11%	13.79K	606.84K	13.79K	+100.00%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.11%	13.87K	610.49K	2.36K	+20.51%
Jun 30, 2026	STEPHENS INC /AR/	0.11%	14.46K	636.06K	0	0
Jun 30, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.16%	22.25K	979.02K	7.54K	+51.30%
Jun 30, 2026	WEALTHCARE CAPITAL PARTNERS, LLC	0.18%	24.38K	1.07M	3.53K	+16.90%
Jun 30, 2026	CX INSTITUTIONAL	0.19%	26.2K	1.15M	198	+0.76%
Jun 30, 2026	SIMPLICITY WEALTH,LLC	0.24%	31.98K	1.41M	31.98K	+100.00%
Jun 30, 2026	JPMORGAN CHASE & CO	0.24%	32.07K	1.43M	1.67K	+5.48%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.26%	35.18K	1.55M	-3.42K	-8.86%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	0.28%	37.18K	1.64M	3.61K	+10.77%
Jun 30, 2026	ANSON CAPITAL, INC.	0.28%	37.93K	1.67M	2.4K	+6.75%
Jun 30, 2026	XML FINANCIAL, LLC	0.28%	38.4K	1.69M	-443	-1.14%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.29%	39.68K	1.75M	165	+0.42%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.24%	32.88K	1.45M	-3.06K	-8.52%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.67%	90.45K	3.98M	-4K	-4.23%
Jun 30, 2026	TOROSO INVESTMENTS, LLC	0.79%	106.21K	4.67M	106.21K	+100.00%
Jun 30, 2026	CITIGROUP INC	0.8%	108.17K	4.76M	39.57K	+57.68%
Jun 30, 2026	ROYAL BANK OF CANADA	1.3%	175.21K	7.71M	29.84K	+20.53%
Jun 30, 2026	LPL FINANCIAL LLC	5.65%	764.16K	33.63M	19.9K	+2.67%
Jun 30, 2026	MORGAN STANLEY	7.34%	992.54K	43.67M	-14.75K	-1.46%
Jun 30, 2026	TRIAD WEALTH PARTNERS, LLC	0.31%	42.32K	1.9M	-20.12K	-32.22%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.93%	126K	5.54M	-13.31K	-9.55%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	1.3%	175.76K	7.73M	14.8K	+9.19%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.33%	180.17K	7.93M	-3.36K	-1.83%
Jun 30, 2026	UBS GROUP AG	3.21%	434.36K	19.11M	11.3K	+2.67%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.33%	44.36K	1.95M	-4.82K	-9.80%
Jun 30, 2026	SEQUENT PLANNING LLC	1.3%	176.11K	7.75M	6.08K	+3.58%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.56%	211.19K	9.29M	-8.1K	-3.69%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.03%	273.9K	12.05M	15.17K	+5.86%
Jun 30, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	2.81%	380K	16.72M	-587.23K	-60.71%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	4.54%	613.81K	27.01M	11.72K	+1.95%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.12%	15.75K	692.91K	7.62K	+93.69%
Jun 30, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.16%	21.55K	948.09K	130	+0.61%
Jun 30, 2026		0.56%	72.16K	3.18M	3.61K	+5.26%
Jun 30, 2026	CENTURION WEALTH MANAGEMENT LLC	0.16%	21.58K	949.63K	-2.25K	-9.42%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.12%	16.44K	699.71K	2.18K	+15.30%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.11%	15.67K	666.75K	15.67K	+100.00%
Mar 31, 2026	CITIGROUP INC	0.5%	68.6K	2.92M	52.51K	+326.33%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.52%	70.54K	3M	-4.12K	-5.51%
Mar 31, 2026		0.5%	68.55K	2.92M	6.68K	+10.79%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.67%	91.97K	3.91M	-1.51K	-1.62%
Mar 31, 2026	SOVEREIGN INVESTMENT ADVISORS, LLC	1.12%	153.62K	6.54M	1.65K	+1.09%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	1.18%	160.96K	6.85M	-2.21K	-1.36%
Mar 31, 2026	SEQUENT PLANNING LLC	1.24%	170.03K	7.24M	7.31K	+4.49%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.34%	183.53K	7.81M	2.21K	+1.22%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.6%	219.29K	9.33M	-356	-0.16%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.89%	258.73K	11.01M	2.79K	+1.09%
Mar 31, 2026	UBS GROUP AG	3.1%	423.06K	18.01M	12.77K	+3.11%
Mar 31, 2026	CWM, LLC	0.26%	35.52K	1.51M	9.32K	+35.58%
Mar 31, 2026	ANSON CAPITAL, INC.	0.26%	35.53K	1.51M	3.74K	+11.75%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.32%	43.6K	1.86M	43.6K	+100.00%
Mar 31, 2026	GTS SECURITIES LLC	0.33%	45.65K	1.94M	45.65K	+100.00%
Mar 31, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.1%	14.71K	625.85K	210	+1.45%
Mar 31, 2026	MARINER, LLC	0.1%	14.48K	616.47K	-2.87K	-16.55%
Mar 31, 2026	JT STRATFORD LLC	0.36%	48.74K	2.07M	-408	-0.83%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.36%	49.18K	2.09M	2.29K	+4.89%
Mar 31, 2026	PALLAS CAPITAL ADVISORS LLC	0.12%	16.63K	707.92K	-655	-3.79%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.15%	20.66K	877.81K	103	+0.50%
Mar 31, 2026	WEALTHCARE CAPITAL PARTNERS, LLC	0.15%	20.86K	887.59K	4.67K	+28.81%
Mar 31, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.16%	21.42K	911.48K	21.42K	+100.00%
Mar 31, 2026	CENTURION WEALTH MANAGEMENT LLC	0.17%	23.83K	1.01M	-15.61K	-39.58%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	24.51K	1.04M	-11.1K	-31.17%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	33.78K	1.44M	-708	-2.05%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.26%	35.95K	1.53M	5.81K	+19.26%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.28%	38.6K	1.64M	-1.76K	-4.35%
Mar 31, 2026	XML FINANCIAL, LLC	0.28%	38.85K	1.65M	-6K	-13.39%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.29%	39.52K	1.68M	-3.98K	-9.14%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.69%	94.45K	4.02M	38.1K	+67.61%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.72%	98.91K	4.19M	15.39K	+18.42%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.02%	139.31K	5.93M	-29.88K	-17.66%
Mar 31, 2026	ROYAL BANK OF CANADA	1.06%	145.37K	6.19M	-19.66K	-11.91%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	4.41%	602.09K	25.63M	5.34K	+0.90%
Mar 31, 2026	MORGAN STANLEY	7.37%	1.01M	42.87M	-44.59K	-4.24%
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0.05%	7.45K	316.31K	0	0
Mar 31, 2026	SEPIO CAPITAL, LP	0.05%	7.57K	322.14K	0	0
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	7.66K	327.25K	-1.14K	-12.92%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	7.84K	333.67K	-26	-0.33%
Mar 31, 2026	WBH ADVISORY INC	0.06%	7.97K	338.72K	-4.05K	-33.67%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.06%	8.13K	346.01K	-86	-1.05%
Mar 31, 2026	ATOMI FINANCIAL GROUP, INC.	0.06%	8.65K	368.19K	8.65K	+100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.06%	8.93K	380.2K	-1.29K	-12.64%
Mar 31, 2026	LONGVIEW WEALTH MANAGEMENT	0.07%	9.6K	412.28K	812	+9.24%
Mar 31, 2026	PRIVATE ADVISORY GROUP LLC	0.08%	11.42K	486.16K	11.42K	+100.00%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.08%	11.51K	489.98K	585	+5.35%
Mar 31, 2026	STEPHENS INC /AR/	0.1%	14.46K	615.21K	485	+3.47%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.15%	19.94K	848.65K	454	+2.33%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.19%	26.58K	1.14M	2.19K	+8.99%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.21%	28.95K	1.23M	28.95K	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0.22%	30.4K	1.29M	-991	-3.16%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	0.25%	33.56K	1.43M	20.98K	+166.74%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.36%	49.25K	2.1M	2.19K	+4.66%
Mar 31, 2026	TRIAD WEALTH PARTNERS, LLC	0.46%	62.43K	2.66M	15.58K	+33.25%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.46%	62.76K	2.67M	-810	-1.27%
Mar 31, 2026	LPL FINANCIAL LLC	5.45%	744.26K	31.68M	-3.53K	-0.47%
Mar 31, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	7.08%	967.23K	41.17M	-32.75K	-3.27%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.18%	23.96K	1.02M	1.19K	+5.21%
Mar 31, 2026	CX INSTITUTIONAL	0.19%	26K	1.11M	-259	-0.99%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.38%	51.59K	2.2M	23.26K	+82.13%
Dec 31, 2025	TRIAD WEALTH PARTNERS, LLC	0.35%	46.85K	1.87M	10.13K	+27.57%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.61%	219.64K	8.76M	-18.62K	-7.81%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.34%	181.32K	7.23M	-2.5K	-1.36%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.25%	169.19K	6.75M	3.75K	+2.27%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.7%	93.48K	3.73M	-5.22K	-5.29%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.26%	35.61K	1.42M	35.61K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.22%	30.14K	1.2M	792	+2.70%
Dec 31, 2025	CWM, LLC	0.19%	26.2K	1.05M	8.05K	+44.32%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.17%	22.77K	908.27K	2K	+9.63%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.15%	20.56K	819.97K	9.67K	+88.76%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.14%	19.49K	777.15K	-34	-0.17%
Dec 31, 2025	MARINER, LLC	0.13%	17.36K	692.16K	964	+5.88%
Dec 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.11%	14.5K	578.08K	198	+1.38%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.09%	12.58K	501.85K	98	+0.78%
Dec 31, 2025	WBH ADVISORY INC	0.09%	12.02K	479.42K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.4%	596.75K	23.8M	-275.18K	-31.56%
Dec 31, 2025	SOVEREIGN INVESTMENT ADVISORS, LLC	1.11%	151.97K	6.11M	1.29K	+0.85%
Dec 31, 2025	JT STRATFORD LLC	0.36%	49.14K	1.96M	-1.48K	-2.93%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.34%	47.06K	1.88M	1.69K	+3.72%
Dec 31, 2025	XML FINANCIAL, LLC	0.32%	44.85K	1.79M	3K	+7.16%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.21%	28.33K	1.13M	-224	-0.78%
Dec 31, 2025	CITIGROUP INC	0.12%	16.09K	641.68K	-336	-2.05%
Dec 31, 2025	STEPHENS INC /AR/	0.1%	13.97K	557.15K	175	+1.27%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.89%	255.93K	10.21M	9.43K	+3.83%
Dec 31, 2025	SEQUENT PLANNING LLC	1.22%	162.72K	6.49M	8.6K	+5.58%
Dec 31, 2025		0.45%	61.87K	2.47M	61.87K	+100.00%
Dec 31, 2025	PLANWISER FINANCIAL, LLC	0.45%	61.87K	2.47M	61.87K	+100.00%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.42%	56.35K	2.25M	-67.6K	-54.54%
Dec 31, 2025	PALLAS CAPITAL ADVISORS LLC	0.13%	17.29K	689.49K	-1.26K	-6.77%
Dec 31, 2025	WEALTHCARE CAPITAL PARTNERS, LLC	0.12%	16.19K	645.68K	4.66K	+40.43%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.1%	14.26K	568.69K	-180	-1.25%
Dec 31, 2025	MORGAN STANLEY	7.76%	1.05M	41.95M	11.92K	+1.15%
Dec 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	7.31%	999.97K	39.88M	-23.88K	-2.33%
Dec 31, 2025	LPL FINANCIAL LLC	5.42%	747.79K	29.82M	-82.92K	-9.98%
Dec 31, 2025	UBS GROUP AG	3.03%	410.29K	16.36M	7.65K	+1.90%
Dec 31, 2025	LONGVIEW WEALTH MANAGEMENT	0.07%	8.79K	355.72K	821	+10.30%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.06%	8.22K	327.67K	1.55K	+23.22%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	7.87K	313.71K	-818	-9.42%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0.06%	7.45K	296.93K	324	+4.54%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.35%	46.89K	1.87M	-34.92K	-42.69%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.32%	43.5K	1.74M	-2.74K	-5.93%
Dec 31, 2025	CENTURION WEALTH MANAGEMENT LLC	0.3%	39.44K	1.57M	1.37K	+3.60%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.3%	40.36K	1.61M	292	+0.73%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	34.49K	1.38M	-3.42K	-9.02%
Dec 31, 2025	ANSON CAPITAL, INC.	0.24%	31.8K	1.27M	31.8K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.24%	31.39K	1.25M	1.56K	+5.24%
Dec 31, 2025	CX INSTITUTIONAL	0.2%	26.26K	1.05M	-373	-1.40%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.18%	24.38K	972.47K	-1.52K	-5.85%
Dec 31, 2025	ROYAL BANK OF CANADA	1.22%	165.04K	6.58M	-8.11K	-4.68%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	1.19%	163.17K	6.51M	3.74K	+2.34%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.61%	83.52K	3.33M	14.87K	+21.66%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.54%	74.65K	2.98M	-21.72K	-22.54%
Dec 31, 2025	IFG ADVISORY, LLC	0.49%	67.44K	2.69M	3.48K	+5.43%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.48%	63.57K	2.54M	-1.72K	-2.63%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.08%	10.93K	435.82K	2.37K	+27.72%
Dec 31, 2025	SYKON CAPITAL LLC	0.08%	10.65K	424.54K	1.76K	+19.84%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.07%	10.23K	407.84K	-106	-1.03%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	8.8K	352.48K	8.8K	+100.00%
Sep 30, 2025	CX INSTITUTIONAL	0.18%	26.63K	1.1M	0	0
Sep 30, 2025	WBH ADVISORY INC	0.08%	12.02K	496.95K	0	0
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.47%	68.65K	2.82M	19.32K	+39.15%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.45%	65.29K	2.7M	1.48K	+2.32%
Sep 30, 2025	IFG ADVISORY, LLC	0.44%	63.97K	2.64M	4.17K	+6.97%
Sep 30, 2025	JT STRATFORD LLC	0.35%	50.62K	2.09M	2.45K	+5.09%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.27%	40.07K	1.66M	1.02K	+2.60%
Sep 30, 2025	JPMORGAN CHASE & CO	0.2%	29.83K	1.23M	-1.51K	-4.82%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.2%	29.35K	1.21M	-3.03K	-9.36%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.2%	28.55K	1.18M	-7.27K	-20.30%
Sep 30, 2025	STEPHENS INC /AR/	0.09%	13.8K	570.29K	530	+4.00%
Sep 30, 2025	APEXIUM FINANCIAL, LP	0.09%	13.47K	556.68K	-522	-3.73%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.09%	12.49K	516.13K	-85	-0.68%
Sep 30, 2025	WEALTHCARE CAPITAL PARTNERS, LLC	0.08%	11.53K	476.61K	5.13K	+80.06%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.07%	10.89K	450.28K	10.63K	+4,010.19%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.07%	10.34K	427.48K	-31	-0.30%
Sep 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.1%	14.3K	591.05K	-4.85K	-25.31%
Sep 30, 2025	CITIGROUP INC	0.11%	16.43K	679.06K	24	+0.15%
Sep 30, 2025	LPL FINANCIAL LLC	5.69%	830.71K	34.34M	37.3K	+4.70%
Sep 30, 2025	UBS GROUP AG	2.76%	402.64K	16.65M	6.74K	+1.70%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.69%	246.5K	10.19M	4.9K	+2.03%
Sep 30, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.06%	8.13K	335.92K	66	+0.82%
Sep 30, 2025	LONGVIEW WEALTH MANAGEMENT	0.05%	7.97K	329.49K	2.77K	+53.24%
Sep 30, 2025	SEPIO CAPITAL, LP	0.05%	7.57K	312.9K	0	0
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.05%	7.13K	293.72K	0	0
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.05%	6.67K	275.66K	266	+4.16%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.04%	6.53K	269.99K	0	0
Sep 30, 2025	INTREPID FINANCIAL PLANNING GROUP LLC	0.04%	6.05K	250.25K	-261	-4.13%
Sep 30, 2025	INVESTORS RESEARCH CORP	0.03%	4.89K	201.95K	173	+3.67%
Sep 30, 2025	OPTIVER HOLDING B.V.	0.03%	4.47K	184.67K	4.47K	+100.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.03%	4.09K	169.16K	4.09K	+100.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.03%	3.79K	156.54K	-43	-1.12%
Sep 30, 2025	PRIVATE TRUST CO NA	0.03%	3.72K	153.62K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.02%	3.46K	142.95K	-258	-6.94%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	3.02K	124.81K	7	+0.23%
Sep 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	7.02%	1.02M	42.33M	-34.96K	-3.30%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	5.98%	871.93K	36.05M	200.69K	+29.90%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.26%	183.82K	7.6M	-31.65K	-14.69%
Sep 30, 2025	NATURAL INVESTMENTS, LLC	0.07%	10.22K	852K	10.22K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	1.19%	173.15K	7.16M	-12.38K	-6.67%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.13%	165.44K	6.84M	117.78K	+247.13%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.85%	123.95K	5.12M	71.42K	+135.96%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.66%	96.37K	3.98M	-6.69K	-6.49%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.14%	20.77K	858.77K	189	+0.92%
Sep 30, 2025	CWM, LLC	0.12%	18.15K	750K	805	+4.64%
Sep 30, 2025	PALLAS CAPITAL ADVISORS LLC	0.13%	18.55K	766.65K	329	+1.81%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.13%	19.52K	806.97K	19.52K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.17%	25.39K	1.05M	25.39K	+100.00%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.18%	25.9K	1.07M	-21.42K	-45.27%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.32%	46.24K	1.91M	572	+1.25%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.31%	45.37K	1.88M	9.45K	+26.30%
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.06%	9.34K	386.03K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	8.56K	353.69K	3.11K	+57.08%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.56%	81.81K	3.37M	8.79K	+12.03%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	8.68K	358.99K	-2.83K	-24.57%
Sep 30, 2025	XML FINANCIAL, LLC	0.29%	41.85K	1.73M	-316	-0.75%
Sep 30, 2025	SYKON CAPITAL LLC	0.06%	8.88K	367.22K	113	+1.29%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.63%	238.26K	9.85M	16.03K	+7.21%
Sep 30, 2025	MORGAN STANLEY	7.13%	1.04M	42.99M	-45.34K	-4.18%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.07%	10.33K	427.13K	67	+0.65%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.1%	14.44K	596.93K	4.25K	+41.71%
Sep 30, 2025	WETHERBY ASSET MANAGEMENT INC	0.11%	15.41K	636.97K	-300	-1.91%
Sep 30, 2025	NVWM, LLC	0.11%	15.7K	649.2K	652	+4.33%
Sep 30, 2025	MARINER, LLC	0.11%	16.39K	677.63K	-802	-4.66%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	1.09%	159.44K	6.59M	-11	-0.01%
Sep 30, 2025	SEQUENT PLANNING LLC	1.06%	154.12K	6.37M	154.12K	+100.00%
Sep 30, 2025	SOVEREIGN INVESTMENT ADVISORS, LLC	1.03%	150.69K	6.23M	1.22K	+0.81%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.68%	98.7K	4.08M	-3.96K	-3.86%
Sep 30, 2025	CENTURION WEALTH MANAGEMENT LLC	0.26%	38.07K	1.57M	539	+1.44%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	37.91K	1.57M	18.9K	+99.43%
Sep 30, 2025	TRIAD WEALTH PARTNERS, LLC	0.25%	36.73K	1.52M	10.34K	+39.21%
Jun 30, 2025	CX INSTITUTIONAL	0.19%	26.63K	1.06M	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.74%	241.6K	9.63M	-13.39K	-5.25%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.74%	103.06K	4.11M	23.5K	+29.53%
Jun 30, 2025	IFG ADVISORY, LLC	0.43%	59.8K	2.38M	-482	-0.80%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.09%	12.47K	497.02K	10	+0.08%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.55%	215.47K	8.59M	-12.85K	-5.63%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.74%	102.66K	4.09M	-3.06K	-2.90%
Jun 30, 2025	JT STRATFORD LLC	0.35%	48.17K	1.92M	2.87K	+6.33%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.34%	47.66K	1.9M	-4.75K	-9.06%
Jun 30, 2025	XML FINANCIAL, LLC	0.3%	42.17K	1.68M	1.42K	+3.50%
Jun 30, 2025	CENTURION WEALTH MANAGEMENT LLC	0.27%	37.53K	1.5M	3.77K	+11.18%
Jun 30, 2025	WBH ADVISORY INC	0.09%	12.02K	479.16K	12.02K	+100.00%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.08%	11.51K	458.92K	4.84K	+72.43%
Jun 30, 2025	QUADRATURE CAPITAL LTD	0.07%	9.97K	397.38K	9.97K	+100.00%
Jun 30, 2025	SYNOVUS FINANCIAL CORP	0.07%	9.34K	372.21K	0	0
Jun 30, 2025	SYKON CAPITAL LLC	0.06%	8.77K	349.57K	-2.32K	-20.93%
Jun 30, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.06%	8.06K	321.28K	50	+0.62%
Jun 30, 2025		0.29%	40.88K	1.63M	40.88K	+100.00%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	6.53K	260.33K	-30	-0.46%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.05%	6.4K	255.18K	1.29K	+25.31%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.07%	10.37K	413.38K	9.42K	+989.39%
Jun 30, 2025	MORGAN STANLEY	7.82%	1.09M	43.26M	39.7K	+3.80%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	1.43%	197.98K	7.89M	-513	-0.26%
Jun 30, 2025	ROYAL BANK OF CANADA	1.34%	185.52K	7.4M	-17.95K	-8.82%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.26%	35.82K	1.43M	7.72K	+27.47%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	1.15%	159.45K	6.36M	4.64K	+2.99%
Jun 30, 2025	CITIGROUP INC	0.12%	16.4K	653.79K	-35	-0.21%
Jun 30, 2025	WETHERBY ASSET MANAGEMENT INC	0.11%	15.71K	626.12K	15.71K	+100.00%
Jun 30, 2025	NVWM, LLC	0.11%	15.05K	599.97K	15.05K	+100.00%
Jun 30, 2025	SOVEREIGN INVESTMENT ADVISORS, LLC	1.08%	149.47K	5.96M	6.82K	+4.78%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.53%	73.02K	2.91M	8.63K	+13.40%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.46%	63.81K	2.54M	5.71K	+9.83%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.38%	52.53K	2.09M	52.53K	+100.00%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.36%	49.34K	1.96M	26.39K	+115.03%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.34%	47.32K	1.89M	26.64K	+128.84%
Jun 30, 2025	TRIAD WEALTH PARTNERS, LLC	0.19%	26.38K	1.05M	4.46K	+20.35%
Jun 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.14%	19.14K	763.06K	4.33K	+29.19%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	19.01K	758K	-17.86K	-48.45%
Jun 30, 2025	PALLAS CAPITAL ADVISORS LLC	0.13%	18.22K	726.08K	426	+2.39%
Jun 30, 2025	CWM, LLC	0.12%	17.35K	691K	12.69K	+272.19%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.26%	35.92K	1.43M	7.96K	+28.46%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.23%	32.38K	1.29M	-286	-0.88%
Jun 30, 2025	JPMORGAN CHASE & CO	0.23%	31.34K	1.25M	-22.2K	-41.47%
Jun 30, 2025	GTS SECURITIES LLC	0.2%	27.48K	1.1M	27.48K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	5.71%	793.41K	31.63M	40.19K	+5.34%
Jun 30, 2025	IRONOAK WEALTH LLC.	0.29%	40.88K	1.63M	40.88K	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.03%	3.72K	148.13K	-14.5K	-79.60%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.03%	3.83K	152.66K	3.83K	+100.00%
Jun 30, 2025	INVESTORS RESEARCH CORP	0.03%	4.71K	187.82K	198	+4.39%
Jun 30, 2025	TD WATERHOUSE CANADA INC.	0.05%	7.13K	287.87K	-265	-3.58%
Jun 30, 2025	SEPIO CAPITAL, LP	0.05%	7.57K	301.7K	0	0
Jun 30, 2025	MARINER, LLC	0.12%	17.19K	685.32K	717	+4.35%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.83%	671.24K	26.76M	194.61K	+40.83%
Jun 30, 2025	UBS GROUP AG	2.85%	395.9K	15.78M	2.96K	+0.75%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.33%	45.66K	1.82M	-6.91K	-13.14%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.28%	39.05K	1.56M	2.46K	+6.73%
Jun 30, 2025	STEPHENS INC /AR/	0.1%	13.27K	528.74K	0	0
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.09%	12.57K	501.06K	-2.03K	-13.92%
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	7.63%	1.06M	42.21M	-63.94K	-5.70%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.6%	222.23K	8.86M	68.51K	+44.57%
Jun 30, 2025	APEXIUM FINANCIAL, LP	0.1%	13.99K	557.56K	0	0
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.07%	10.27K	409K	596	+6.16%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.07%	10.19K	406.16K	10.19K	+100.00%
Jun 30, 2025	INTREPID FINANCIAL PLANNING GROUP LLC	0.05%	6.32K	251.73K	-50	-0.79%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.04%	5.93K	236.28K	9	+0.15%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.04%	5.4K	218.67K	-1.18K	-17.95%
Jun 30, 2025	LONGVIEW WEALTH MANAGEMENT	0.04%	5.2K	207.32K	5.2K	+100.00%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.2%	27.96K	1.15M	1.95K	+7.49%
Mar 31, 2025	JT STRATFORD LLC	0.32%	45.3K	1.86M	1.01K	+2.28%
Mar 31, 2025	UBS GROUP AG	2.8%	392.94K	16.1M	-8.91K	-2.22%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.37%	52.41K	2.15M	5.16K	+10.93%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.39%	476.63K	19.53M	6.23K	+1.32%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.46%	64.39K	2.64M	27.8K	+75.96%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.57%	79.57K	3.26M	50.32K	+172.02%
Mar 31, 2025	APEXIUM FINANCIAL, LP	0.1%	13.99K	573.09K	0	0
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.1%	14.6K	598.29K	4.13K	+39.46%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.13%	17.82K	730.24K	-1.79K	-9.12%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.13%	18.22K	746.37K	753	+4.31%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.15%	20.68K	847.17K	-930	-4.30%
Mar 31, 2025	TRIAD WEALTH PARTNERS, LLC	0.16%	21.92K	898.14K	6.42K	+41.38%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.16%	22.94K	926.71K	14.08K	+158.82%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	24.71K	1.01M	15.96K	+182.57%
Mar 31, 2025	EFFICIENT ADVISORS, LLC	0.22%	31.55K	1.29M	31.55K	+100.00%
Mar 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	7.99%	1.12M	46M	-472	-0.04%
Mar 31, 2025	XML FINANCIAL, LLC	0.29%	40.74K	1.67M	-3.92K	-8.78%
Mar 31, 2025	MORGAN STANLEY	7.44%	1.05M	42.84M	55.02K	+5.55%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.75%	105.72K	4.18M	-1.41K	-1.31%
Mar 31, 2025	SOVEREIGN INVESTMENT ADVISORS, LLC	1.02%	142.65K	5.26M	-4.32K	-2.94%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.09%	153.72K	6.3M	-2.51K	-1.60%
Mar 31, 2025	CENTURION WEALTH MANAGEMENT LLC	0.24%	33.75K	1.29M	0	0
Mar 31, 2025	STIFEL FINANCIAL CORP	0.26%	36.59K	1.5M	55	+0.15%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	36.87K	1.51M	-3.25K	-8.11%
Mar 31, 2025	KEY FINANCIAL INC	0.06%	8.8K	360.54K	0	0
Mar 31, 2025	SYNOVUS FINANCIAL CORP	0.07%	9.34K	382.58K	0	0
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.07%	9.67K	396K	-3.66K	-27.48%
Mar 31, 2025	SYKON CAPITAL LLC	0.08%	11.09K	454.4K	2.79K	+33.59%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.09%	12.46K	510.45K	-220	-1.74%
Mar 31, 2025	STEPHENS INC /AR/	0.09%	13.27K	543.47K	0	0
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	1.1%	154.81K	6.34M	-2.59K	-1.65%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.81%	254.99K	10.45M	-33.74K	-11.69%
Mar 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.11%	14.82K	607.11K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	5.36%	753.22K	30.86M	2.87K	+0.38%
Mar 31, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.06%	8.01K	328.17K	-11.48K	-58.89%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.23%	32.67K	1.34M	32	+0.10%
Mar 31, 2025	SFG WEALTH MANAGEMENT, LLC.	0.11%	16K	655.32K	16K	+100.00%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	1.41%	198.49K	8.13M	-11.31K	-5.39%
Mar 31, 2025	CITIGROUP INC	0.12%	16.44K	673.44K	-183	-1.10%
Mar 31, 2025	MARINER, LLC	0.12%	16.48K	675.08K	45	+0.27%
Mar 31, 2025	PALLAS CAPITAL ADVISORS LLC	0.13%	17.79K	728.85K	330	+1.89%
Mar 31, 2025	CX INSTITUTIONAL	0.19%	26.63K	1.09M	0	0
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.41%	58.1K	2.38M	-1.89K	-3.15%
Mar 31, 2025	JPMORGAN CHASE & CO	0.38%	53.54K	2.19M	-6.86K	-11.36%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.37%	52.57K	2.15M	-3.39K	-6.06%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.2%	28.1K	1.15M	-1.25K	-4.25%
Mar 31, 2025	IFG ADVISORY, LLC	0.43%	60.28K	2.47M	5.88K	+10.81%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.63%	228.32K	9.35M	-9.65K	-4.06%
Mar 31, 2025	ROYAL BANK OF CANADA	1.45%	203.48K	8.34M	-5.61K	-2.68%
Mar 31, 2024	ALBION FINANCIAL GROUP /UT	11.56%	1.93M	71.11M	74.14K	+3.99%
Mar 31, 2024	INVESTORS RESEARCH CORP	0.03%	6.07K	223.51K	329	+5.73%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.03%	6.08K	223.99K	-77	-1.25%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.03%	6.21K	228.81K	-661	-9.62%
Mar 31, 2024	GOOD LIFE ADVISORS, LLC	0.03%	6.45K	237.71K	-1.4K	-17.86%
Mar 31, 2024	INTREPID FINANCIAL PLANNING GROUP LLC	0.04%	7.31K	269.19K	0	0
Mar 31, 2024	ARKADIOS WEALTH ADVISORS	0.04%	7.53K	277.41K	-1.63K	-17.80%
Mar 31, 2024	SYKON CAPITAL LLC	0.04%	7.78K	286.58K	-5.07K	-39.46%
Mar 31, 2024	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	8.1K	298.4K	-3.63K	-30.97%
Mar 31, 2024	KOSHINSKI ASSET MANAGEMENT, INC.	0.06%	10.9K	401.71K	-8.64K	-44.22%
Mar 31, 2024	TBH GLOBAL ASSET MANAGEMENT, LLC	0.06%	11.76K	433.24K	1.17K	+11.04%
Mar 31, 2024	PALLAS CAPITAL ADVISORS LLC	0.07%	13.7K	504.66K	2.95K	+27.42%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.08%	15.19K	559.73K	1.39K	+10.05%
Mar 31, 2024	SYNOVUS FINANCIAL CORP	0.06%	10.52K	387.45M	0	0
Mar 31, 2024	CETERA ADVISORS LLC	0.23%	39.03K	1.44M	-76.94K	-66.34%
Mar 31, 2024	MORGAN STANLEY	6.09%	1.15M	42.25M	-158.95K	-12.17%
Mar 31, 2024	FIRST HEARTLAND CONSULTANTS, INC.	0.11%	18.56K	684K	277	+1.52%
Mar 31, 2024	CENTURION WEALTH MANAGEMENT LLC	0.25%	42.14K	1.55M	1.05K	+2.57%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.3%	50.08K	1.84M	1.37K	+2.81%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.33%	61.85K	2.28M	-77.82K	-55.72%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.34%	63.42K	2.34M	6.9K	+12.20%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.34%	63.71K	2.35M	-53.18K	-45.50%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.35%	65.64K	2.42M	34.24K	+109.06%
Mar 31, 2024	JPMORGAN CHASE & CO	0.4%	75.75K	2.79M	-33.94K	-30.94%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.41%	76.93K	2.83M	-67.83K	-46.86%
Mar 31, 2024	WEALTHCARE ADVISORY PARTNERS LLC	0.43%	72.15K	2.66M	-12.37K	-14.64%
Mar 31, 2024	TAP CONSULTING, LLC	0.57%	95.23K	3.51M	103	+0.11%
Mar 31, 2024	CITADEL ADVISORS LLC	0.7%	132.19K	4.87M	102.69K	+348.02%
Mar 31, 2024	SOVEREIGN INVESTMENT ADVISORS, LLC	0.85%	142.65K	5.26M	1.38K	+0.98%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.98%	163.36K	6.02M	-2.6K	-1.57%
Mar 31, 2024	ROYAL BANK OF CANADA	1.11%	209.73K	7.73M	733	+0.35%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	2.38%	396.88K	14.62M	396.88K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.05%	574.81K	21.18M	-18.99K	-3.20%
Mar 31, 2024	ALLWORTH FINANCIAL LP	4.26%	710.65K	26.18M	-2.97M	-80.69%
Mar 31, 2024	LPL FINANCIAL LLC	5.67%	1.07M	39.37M	-150.7K	-12.36%
Mar 31, 2024	FINANCIAL ENGINES ADVISORS L.L.C.	7.11%	1.19M	43.72M	-1.21K	-0.10%
Mar 31, 2024	LINCOLN NATIONAL CORP	0.09%	15.34K	564.98K	-6.29K	-29.08%
Mar 31, 2024	WETHERBY ASSET MANAGEMENT INC	0.09%	15.71K	578.68K	0	0
Mar 31, 2024	APEXIUM FINANCIAL, LP	0.09%	15.71K	578.72K	-4.48K	-22.19%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.1%	16.23K	597.73K	234	+1.46%
Mar 31, 2024	MARINER, LLC	0.11%	18.03K	664.37K	-1.77K	-8.93%
Mar 31, 2024	JANE STREET GROUP, LLC	0.12%	23.07K	849.86K	12.49K	+118.00%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.13%	21.25K	782.69K	-419	-1.93%
Mar 31, 2024	CITIGROUP INC	0.14%	27.13K	999.47K	-1.14K	-4.03%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.16%	26.37K	971K	-9.25K	-25.97%
Mar 31, 2024	CX INSTITUTIONAL	0.16%	26.63K	981.09K	-299	-1.11%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.2%	33.1K	1.22M	-6.51K	-16.44%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.21%	40.15K	1.48M	-1.97K	-4.67%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	40.61K	1.5M	-8.71K	-17.67%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.22%	36.68K	1.35M	-7.91K	-17.74%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	41.65K	1.53M	-864	-2.03%
Mar 31, 2024	JT STRATFORD LLC	0.23%	37.97K	1.4M	3.45K	+9.98%
Mar 31, 2024	XML FINANCIAL, LLC	0.28%	46.2K	1.7M	4.86K	+11.76%
Mar 31, 2024	IFG ADVISORY, LLC	0.29%	48.98K	1.8M	2.43K	+5.22%
Mar 31, 2024	GTS SECURITIES LLC	0.48%	79.29K	2.92M	60.61K	+324.60%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.5%	95.08K	3.5M	-49.36K	-34.17%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.53%	100.08K	3.69M	-18.76K	-15.79%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.54%	89.65K	3.3M	56.47K	+170.16%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.57%	106.95K	3.94M	3.44K	+3.32%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	1.35%	225.48K	8.31M	903	+0.40%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.45%	274.13K	10.1M	-224.26K	-45.00%
Mar 31, 2024	MILL CREEK CAPITAL ADVISORS, LLC	1.51%	252.05K	9.29M	-1.25M	-83.17%
Mar 31, 2024	UBS GROUP AG	2.23%	420.52K	15.49M	72.06K	+20.68%
Dec 31, 2023	BENCHMARK FINANCIAL WEALTH ADVISORS, LLC	0.1%	19.89K	722.89K	-610.08K	-96.84%
Dec 31, 2023	FINANCIAL ENGINES ADVISORS L.L.C.	5.78%	1.19M	43.43M	-4.77K	-0.40%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.89%	593.8K	21.58M	-41.63K	-6.55%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.42%	498.38K	18.12M	12.9K	+2.66%
Dec 31, 2023	UBS GROUP AG	1.69%	348.47K	12.67M	-31.91K	-8.39%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	1.09%	224.57K	8.16M	1.76K	+0.79%
Dec 31, 2023	ROYAL BANK OF CANADA	1.02%	208.99K	7.6M	-31.62K	-13.14%
Dec 31, 2023	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.86%	176.54K	6.4M	-6.05K	-3.31%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.83%	170.06K	6.18M	-26.05K	-13.28%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.81%	165.96K	6.03M	3.88K	+2.40%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.7%	144.76K	5.26M	-100.23K	-40.91%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.7%	144.44K	5.25M	9.52K	+7.06%
Dec 31, 2023	SOVEREIGN INVESTMENT ADVISORS, LLC	0.69%	141.27K	5.14M	1.6K	+1.14%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.68%	139.67K	5.08M	927	+0.67%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.58%	118.84K	4.32M	-67.84K	-36.34%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.57%	116.89K	4.25M	-43.5K	-27.12%
Dec 31, 2023	CETERA ADVISORS LLC	0.56%	115.97K	4.22M	235	+0.20%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.55%	113.05K	3.11M	113.05K	+100.00%
Dec 31, 2023	ARDEN TRUST CO	0.55%	112.94K	4.11M	2.25K	+2.03%
Dec 31, 2023	JPMORGAN CHASE & CO	0.53%	109.68K	3.99M	-37.71K	-25.59%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.5%	103.51K	3.76M	-11.26K	-9.81%
Dec 31, 2023	TAP CONSULTING, LLC	0.46%	95.13K	3.46M	-20.62K	-17.81%
Dec 31, 2023	WEALTHCARE ADVISORY PARTNERS LLC	0.41%	84.52K	3.07M	-9.38K	-9.99%
Dec 31, 2023	ATRIA INVESTMENTS, INC	0.29%	59.24K	2.15M	9.69K	+19.57%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.27%	56.53K	2.05M	13.36K	+30.95%
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0.24%	48.71K	1.74M	-9.01K	-15.61%
Dec 31, 2023	IFG ADVISORY, LLC	0.23%	46.55K	1.69M	468	+1.02%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.22%	44.58K	1.62M	22.53K	+102.12%
Dec 31, 2023	MORGAN STANLEY	6.35%	1.31M	47.47M	-263.75K	-16.80%
Dec 31, 2023	MILL CREEK CAPITAL ADVISORS, LLC	7.28%	1.5M	54.44M	-515.84K	-25.62%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	42.51K	1.55M	-324	-0.76%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.2%	42.12K	1.53M	737	+1.78%
Dec 31, 2023	ALBION FINANCIAL GROUP /UT	9.03%	1.86M	67.47M	-76.29K	-3.95%
Dec 31, 2023	ALLWORTH FINANCIAL LP	17.9%	3.68M	133.77M	-167.22K	-4.35%
Dec 31, 2023	CITADEL ADVISORS LLC	0.14%	29.51K	1.07M	-8.74K	-22.84%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.15%	31.4K	1.14M	5.87K	+23.00%
Dec 31, 2023	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.14%	28.81K	1.05M	-1.74K	-5.69%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.16%	33.18K	1.21M	-6.64K	-16.68%
Dec 31, 2023	JT STRATFORD LLC	0.17%	34.53K	1.25M	-1.66K	-4.59%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.17%	35.61K	1.3M	2.93K	+8.97%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.19%	39.62K	1.44M	7.59K	+23.71%
Dec 31, 2023	CENTURION WEALTH MANAGEMENT LLC	0.2%	41.08K	1.49M	493	+1.21%
Dec 31, 2023	XML FINANCIAL, LLC	0.2%	41.34K	1.5M	-1.04K	-2.46%
Dec 31, 2023	CITIGROUP INC	0.14%	28.27K	1.03M	-310	-1.08%
Dec 31, 2023	CX INSTITUTIONAL	0.13%	26.93K	978.91K	-231	-0.85%
Dec 31, 2023	LPL FINANCIAL LLC	5.93%	1.22M	44.33M	-54.39K	-4.27%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.11%	21.67K	787.52K	-752	-3.35%
Dec 31, 2023	LINCOLN NATIONAL CORP	0.11%	21.63K	786.15K	-932	-4.13%
Dec 31, 2023	APEXIUM FINANCIAL, LP	0.1%	20.19K	733.91K	0	0
Dec 31, 2023	MARINER, LLC	0.1%	19.8K	719.8K	6.95K	+54.02%

Frequently Asked Questions