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

Who are the major shareholders selling WisdomTree U.S. Efficient Core Fund stock?

CETERA INVESTMENT ADVISERS, in the last quarter, reduced its stake in NTSX by -1.71% restricting it's holding to 554.13 thousand shares of worth nearly $32.72M. REAP FINANCIAL GROUP, LLC also lessened -29.6% of the NTSX shares from its portfolio, reducing its holding to 9.94 thousand shares of worth $587.17K. ACT ADVISORS, LLC. also shunned NTSX shares holding by -27% last quarter which brought its holding to 11.45 thousand shares worth $675.95K.

Investors who are buying NTSX stock?

As per its latest 13F filing, PROFESSIONAL FINANCIAL ADVISORS, LLC increased its stake in NTSX by 1.94% in the last quarter. The institutional holder raised its holding to 518.2 thousand shares having worth more than $30.60M. RESOURCES INVESTMENT ADVISORS, LLC. also added 0.31% more shares of NTSX to its portfolio, raising its holding to 611.87 thousand shares of worth $36.13M. HARBOUR INVESTMENTS, INC. also increased its NTSX shares holding by 0.45% which brought its holding to 10.61 thousand shares worth $626.42K.

NTSX's major insiders: who are they?

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

Did an insider recently sell NTSX stock?

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

Which insider recently purchased NTSX stock?

There have been 0 transaction(s) during the past 6-months in which WisdomTree U.S. Efficient Core Fund insiders have bought stock, totalling 0 shares

How much of NTSX does insiders own?

Around 0 WisdomTree U.S. Efficient Core Fund shares are held by insiders, which represents about N/A of NTSX stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in NTSX?

PROFESSIONAL FINANCIAL ADVISORS, LLC is the largest institutional owner in NTSX which holds 518.2 thousand shares worth $30.60M or 2.22% of the total NTSX shares outstanding followed by CETERA INVESTMENT ADVISERS with ownership of 554.13 thousand shares representing 2.37% of the NTSX ownership. RESOURCES INVESTMENT ADVISORS, LLC. is the third largest stakeholder with 611.87 thousand shares or 2.62% of the ownership worth more than $36.13M.

Is WisdomTree U.S. Efficient Core Fund 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 NTSX is concerned, it is a stock which is optionable.

Is there a short position on NTSX's shares?

Number of NTSX 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 NTSX shares are there?

As of today, null shares of NTSX are outstanding.

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

NTSX 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 NTSX is null.

WisdomTree US Efficient Core Fund (NTSX) 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. PROFESSIONAL FINANCIAL ADVISORS, LLC is the top corporate investor, holding 518.2K shares valued at $30.60M. A 2.22% stake in WisdomTree U.S. Efficient Core Fund is owned by the company. CETERA INVESTMENT ADVISERS owns 554.13K shares valued at $32.72M, which translates its holding of 2.37% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	PROFESSIONAL FINANCIAL ADVISORS, LLC	2.22%	518.2K	30.6M	9.84K	+1.94%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	2.37%	554.13K	32.72M	-9.63K	-1.71%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	2.62%	611.87K	36.13M	1.89K	+0.31%
Jun 30, 2026	AVION WEALTH	0.04%	9.78K	577K	0	0
Jun 30, 2026	REAP FINANCIAL GROUP, LLC	0.04%	9.94K	587.17K	-4.18K	-29.60%
Jun 30, 2026	WEDMONT PRIVATE CAPITAL	0.04%	10.05K	595.83K	0	0
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.05%	10.61K	626.42K	47	+0.45%
Jun 30, 2026	ACT ADVISORS, LLC.	0.05%	11.45K	675.95K	-4.23K	-27.00%
Jun 30, 2026	RATIONAL ADVISORS LLC	3.15%	735.04K	43.4M	-561.53K	-43.31%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	4.42%	1.03M	60.92M	43.62K	+4.42%
Jun 30, 2026	HALBERT HARGROVE GLOBAL ADVISORS, LLC	22.92%	5.36M	316.3M	-60.63K	-1.12%
Jun 30, 2026	NDWM LLC	0.05%	11.85K	699.69K	-99	-0.83%
Jun 30, 2026	FRONTIER ASSET MANAGEMENT, LLC	0.05%	12.22K	721.36K	-902	-6.88%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.06%	12.85K	758.48K	35	+0.27%
Jun 30, 2026	QUOTIENT WEALTH PARTNERS, LLC	0.06%	13.12K	774.68K	-103	-0.78%
Jun 30, 2026	ACCURATE WEALTH MANAGEMENT, LLC	0.06%	13.95K	826.72K	-6.05K	-30.23%
Jun 30, 2026	BISON WEALTH, LLC	0.06%	14.39K	854.49K	-527	-3.53%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.06%	14.64K	864.55K	-1.87K	-11.31%
Jun 30, 2026	UNITED ADVISOR GROUP, LLC	0.07%	15.46K	912.72K	1K	+6.95%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.07%	15.71K	927.91K	-465	-2.87%
Jun 30, 2026	RHS FINANCIAL, LLC	0.22%	52.51K	3.1M	2.17K	+4.30%
Jun 30, 2026	SIERRA CAPITAL LLC	0.09%	21.44K	1.27M	0	0
Jun 30, 2026	ORBA WEALTH ADVISORS, L.L.C.	0.06%	13.92K	822.16K	-3.36K	-19.45%
Jun 30, 2026	LEADING EDGE FINANCIAL PLANNING LLC	0.19%	43.76K	2.58M	3.9K	+9.79%
Jun 30, 2026	INSIGHT WEALTH STRATEGIES, LLC	0.17%	39.05K	2.3M	1.48K	+3.94%
Jun 30, 2026	MORTON CAPITAL MANAGEMENT LLC/CA	0.14%	33.15K	1.96M	90	+0.27%
Jun 30, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.12%	27.94K	1.65M	-1.46K	-4.97%
Jun 30, 2026	AUSDAL FINANCIAL PARTNERS, INC.	0.11%	24.97K	1.47M	-3.87K	-13.42%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	20.89K	1.23M	2	+0.01%
Jun 30, 2026	HOWARD BAILEY SECURITIES, LLC	0.09%	19.88K	1.17M	-4.08K	-17.04%
Jun 30, 2026	REGIONS FINANCIAL CORP	0.41%	96.12K	5.68M	91.49K	+1,978.21%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.55%	129.2K	7.63M	-5.04K	-3.75%
Jun 30, 2026	XY PLANNING NETWORK, INC.	0.08%	18.03K	1.06M	518	+2.96%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	18.17K	1.07M	-951	-4.97%
Jun 30, 2026	INNOVA WEALTH PARTNERS	0.1%	23.17K	1.37M	362	+1.59%
Jun 30, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.08%	18.97K	1.12M	-200	-1.04%
Jun 30, 2026	BRAVIAS CAPITAL GROUP, LLC	0.38%	88.45K	5.22M	2.56K	+2.98%
Jun 30, 2026	WRIGHT WEALTH LLC	0.08%	17.72K	1.05M	-131	-0.73%
Jun 30, 2026	CIBC BANCORP USA INC.	0.28%	64.42K	3.8M	8.67K	+15.55%
Jun 30, 2026	46 PEAKS LLC	1.65%	386.54K	22.83M	-56.45K	-12.74%
Jun 30, 2026		0.08%	17.72K	1.05M	-131	-0.73%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.4%	327.76K	19.42M	4.31K	+1.33%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	1.05%	244.41K	14.43M	-9.44K	-3.72%
Jun 30, 2026	WJ INTERESTS, LLC	0.83%	192.79K	11.38M	-301.21K	-60.97%
Jun 30, 2026	PERENNIAL INVESTMENT ADVISORS, LLC	0.69%	161.47K	9.53M	867	+0.54%
Jun 30, 2026	FERMATA ADVISORS, LLC	0.5%	117.67K	6.95M	-1.82K	-1.52%
Jun 30, 2026	JPMORGAN CHASE & CO	0.39%	92.19K	5.42M	22.05K	+31.44%
Jun 30, 2026	LPL FINANCIAL LLC	1.63%	380.76K	22.48M	29.78K	+8.49%
Jun 30, 2026	HEROLD ADVISORS, INC.	0.1%	23K	1.36M	-1K	-4.17%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	49.93K	2.95M	-522	-1.03%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.06%	13.9K	820.8K	0	0
Jun 30, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.06%	13.4K	791.1K	-1.41K	-9.52%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.36%	83.4K	4.92M	7.65K	+10.09%
Jun 30, 2026	BNP PARIBAS ARBITRAGE, SNC	0.65%	152.81K	9.02M	-6.45K	-4.05%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.35%	80.82K	4.77M	-4.03K	-4.75%
Jun 30, 2026	MORGAN STANLEY	0.3%	70.39K	4.16M	645	+0.92%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	19.12K	997.16K	1.45K	+8.22%
Mar 31, 2026	RATIONAL ADVISORS LLC	5.59%	1.3M	69.33M	650.48K	+100.68%
Mar 31, 2026	LPL FINANCIAL LLC	1.51%	350.98K	18.3M	15.95K	+4.76%
Mar 31, 2026	MORGAN STANLEY	0.3%	69.75K	3.64M	-9.85K	-12.38%
Mar 31, 2026	ACT ADVISORS, LLC.	0.07%	15.68K	817.72K	-428	-2.66%
Mar 31, 2026	QUOTIENT WEALTH PARTNERS, LLC	0.06%	13.22K	689.53K	13.22K	+100.00%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.06%	12.81K	668.02K	37	+0.29%
Mar 31, 2026	MORTON CAPITAL MANAGEMENT LLC/CA	0.14%	33.06K	1.72M	94	+0.29%
Mar 31, 2026	LEADING EDGE FINANCIAL PLANNING LLC	0.17%	39.85K	2.08M	2.31K	+6.14%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	50.46K	2.63M	-579	-1.13%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.06%	13.9K	724.89K	0	0
Mar 31, 2026	REAP FINANCIAL GROUP, LLC	0.06%	14.13K	736.62K	-2.37K	-14.37%
Mar 31, 2026	SUNBELT SECURITIES, INC.	0.06%	14.73K	768.35K	24	+0.16%
Mar 31, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.06%	14.81K	772.18K	-3.51K	-19.17%
Mar 31, 2026	BISON WEALTH, LLC	0.06%	14.92K	875.09K	-833	-5.29%
Mar 31, 2026	UNITED ADVISOR GROUP, LLC	0.06%	14.45K	753.74K	2.04K	+16.42%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.07%	16.18K	843.74K	16.18K	+100.00%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.07%	16.51K	860.89K	-9.83K	-37.31%
Mar 31, 2026	JPMORGAN CHASE & CO	0.3%	70.14K	3.56M	20.74K	+41.98%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.32%	74.81K	3.9M	74.81K	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.33%	75.76K	3.95M	7.54K	+11.05%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.37%	84.86K	4.43M	4.28K	+5.31%
Mar 31, 2026	BRAVIAS CAPITAL GROUP, LLC	0.37%	85.9K	4.48M	-18.95K	-18.07%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.58%	134.23K	7M	51.43K	+62.12%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.69%	159.26K	8.31M	-24.88K	-13.51%
Mar 31, 2026	WJ INTERESTS, LLC	2.13%	494K	25.76M	30.2K	+6.51%
Mar 31, 2026	PROFESSIONAL FINANCIAL ADVISORS, LLC	2.19%	508.36K	26.51M	20.03K	+4.10%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	4.26%	988.09K	51.53M	55.39K	+5.94%
Mar 31, 2026	ORBA WEALTH ADVISORS, L.L.C.	0.07%	17.28K	901.36K	-3.28K	-15.97%
Mar 31, 2026	HEROLD ADVISORS, INC.	0.1%	24K	1.25M	-1K	-4.00%
Mar 31, 2026	INSIGHT WEALTH STRATEGIES, LLC	0.16%	37.57K	1.96M	991	+2.71%
Mar 31, 2026		0.08%	17.85K	930.83K	-5.52K	-23.61%
Mar 31, 2026	ACCURATE WEALTH MANAGEMENT, LLC	0.09%	20K	1.08M	-1.98K	-9.00%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0.02%	5.05K	263.27K	-1.87K	-27.01%
Mar 31, 2026	CREATIVE PLANNING	0.03%	5.88K	306.69K	5.88K	+100.00%
Mar 31, 2026	ASTRA WEALTH PARTNERS LLC	0.04%	7.8K	406.77K	0	0
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.04%	8.8K	459K	-337	-3.69%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.04%	9.29K	484.63K	996	+12.00%
Mar 31, 2026	AVION WEALTH	0.04%	9.78K	510K	0	0
Mar 31, 2026	WEDMONT PRIVATE CAPITAL	0.05%	10.05K	541.91K	0	0
Mar 31, 2026	NDWM LLC	0.05%	11.95K	623.08K	-361	-2.93%
Mar 31, 2026	FRONTIER ASSET MANAGEMENT, LLC	0.06%	13.12K	684.09K	4.19K	+46.95%
Mar 31, 2026	CWM, LLC	6.09%	1.41M	73.56M	31.82K	+2.31%
Mar 31, 2026	HALBERT HARGROVE GLOBAL ADVISORS, LLC	23.38%	5.42M	282.5M	-24.05K	-0.44%
Mar 31, 2026	SIERRA CAPITAL LLC	0.09%	21.44K	1.12M	0	0
Mar 31, 2026	INNOVA WEALTH PARTNERS	0.1%	22.81K	1.19M	-223	-0.97%
Mar 31, 2026	XY PLANNING NETWORK, INC.	0.08%	17.52K	916.91K	17.52K	+100.00%
Mar 31, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.08%	19.17K	999.82K	-894	-4.46%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	20.89K	1.09M	-448	-2.10%
Mar 31, 2026	HOWARD BAILEY SECURITIES, LLC	0.1%	23.97K	1.25M	-111	-0.46%
Mar 31, 2026	AUSDAL FINANCIAL PARTNERS, INC.	0.12%	28.84K	1.5M	1.14K	+4.12%
Mar 31, 2026	RHS FINANCIAL, LLC	0.22%	50.35K	2.63M	-2.06K	-3.93%
Mar 31, 2026	FERMATA ADVISORS, LLC	0.52%	119.5K	6.23M	-4.27K	-3.45%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	1.1%	253.85K	13.24M	10.6K	+4.36%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.4%	323.45K	17.01M	-154.26K	-32.29%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.43%	563.76K	29.4M	1.82K	+0.32%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	2.63%	609.98K	31.81M	-92.69K	-13.19%
Mar 31, 2026	PERENNIAL INVESTMENT ADVISORS, LLC	0.69%	160.61K	8.38M	-685	-0.42%
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.13%	29.4K	1.53M	1.91K	+6.96%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	2.4%	561.94K	30.8M	4.01K	+0.72%
Dec 31, 2025		0.1%	23.37K	1.28M	23.37K	+100.00%
Dec 31, 2025	HEROLD ADVISORS, INC.	0.11%	25K	1.37M	-1K	-3.85%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.11%	26.33K	1.44M	11.42K	+76.58%
Dec 31, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.7%	161.29K	8.84M	30K	+22.85%
Dec 31, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.09%	21.97K	1.22M	-842	-3.69%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.02%	4.47K	244.75K	-215	-4.59%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.02%	5.18K	283.86K	0	0
Dec 31, 2025	BISON WEALTH, LLC	0.07%	15.75K	809.6K	15.75K	+100.00%
Dec 31, 2025	HOWARD BAILEY SECURITIES, LLC	0.1%	24.08K	1.32M	-233.05K	-90.64%
Dec 31, 2025	WJ INTERESTS, LLC	2%	463.81K	25.42M	-33.23K	-6.69%
Dec 31, 2025	LPL FINANCIAL LLC	1.45%	335.03K	18.36M	14.6K	+4.56%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	1.05%	243.25K	13.33M	-3.06K	-1.24%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.79%	184.14K	10.09M	-3.95K	-2.10%
Dec 31, 2025	FERMATA ADVISORS, LLC	0.53%	123.77K	6.78M	-1.42K	-1.14%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.29%	68.22K	3.74M	-253.16K	-78.77%
Dec 31, 2025	CIBC WORLD MARKETS CORP	0.28%	64.47K	3.53M	64.47K	+100.00%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.12%	27.49K	1.51M	850	+3.19%
Dec 31, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.12%	27.7K	1.52M	-900	-3.15%
Dec 31, 2025	MORTON CAPITAL MANAGEMENT LLC/CA	0.14%	32.96K	1.81M	99	+0.30%
Dec 31, 2025	WEDMONT PRIVATE CAPITAL	0.04%	10.05K	557.8K	0	0
Dec 31, 2025	AVION WEALTH	0.04%	9.78K	536K	0	0
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.04%	9.13K	501K	0	0
Dec 31, 2025	FRONTIER ASSET MANAGEMENT, LLC	0.04%	8.93K	489.24K	8.93K	+100.00%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.04%	8.3K	454.78M	2.05K	+32.77%
Dec 31, 2025	BRAVIAS CAPITAL GROUP, LLC	0.45%	104.85K	5.75M	8.75K	+9.10%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.35%	80.58K	4.42M	-215	-0.27%
Dec 31, 2025	INSIGHT WEALTH STRATEGIES, LLC	0.16%	36.58K	2M	3.03K	+9.02%
Dec 31, 2025	RHS FINANCIAL, LLC	0.23%	52.41K	2.87M	-1.38K	-2.57%
Dec 31, 2025	LEADING EDGE FINANCIAL PLANNING LLC	0.16%	37.55K	2.06M	2.16K	+6.09%
Dec 31, 2025	MARINER, LLC	0.06%	13.48K	738.56K	13.48K	+100.00%
Dec 31, 2025	OREGON PACIFIC WEALTH MANAGEMENT, LLC	0.06%	15.03K	824.01K	-905	-5.68%
Dec 31, 2025	ACT ADVISORS, LLC.	0.07%	16.11K	882.9K	-492	-2.96%
Dec 31, 2025	INNOVA WEALTH PARTNERS	0.1%	23.03K	1.26M	221	+0.97%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	51.04K	2.8M	-873	-1.68%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.35%	82.8K	4.54M	-631	-0.76%
Dec 31, 2025	REAP FINANCIAL GROUP, LLC	0.07%	16.5K	904.1K	-505	-2.97%
Dec 31, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.08%	18.32K	1M	195	+1.08%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.09%	20.07K	1.1M	-100	-0.50%
Dec 31, 2025	MORGAN STANLEY	0.34%	79.6K	4.36M	9.94K	+14.27%
Dec 31, 2025	ORBA WEALTH ADVISORS, L.L.C.	0.09%	20.57K	1.13M	-2.76K	-11.83%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.03%	6.92K	379.08K	18	+0.26%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.02%	5.7K	312.25K	0	0
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.06%	477.7K	26.57M	-2.01K	-0.42%
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.05%	11.01K	603.35K	-1.16K	-9.50%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.05%	11.9K	660.59K	11.9K	+100.00%
Dec 31, 2025	NDWM LLC	0.05%	12.31K	674.64K	-40	-0.32%
Dec 31, 2025	UNITED ADVISOR GROUP, LLC	0.05%	12.42K	680.48K	416	+3.47%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.06%	12.77K	700.11K	38	+0.30%
Dec 31, 2025	SIERRA CAPITAL LLC	0.09%	21.44K	1.18M	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	21.33K	1.17M	-80	-0.37%
Dec 31, 2025	PROFESSIONAL FINANCIAL ADVISORS, LLC	2.11%	488.33K	26.77M	-5.08K	-1.03%
Dec 31, 2025	RATIONAL ADVISORS LLC	2.8%	646.1K	35.41M	-67.6K	-9.47%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	3.03%	702.67K	38.51M	-1.29K	-0.18%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	4.03%	932.7K	51.12M	-8.61K	-0.92%
Dec 31, 2025	CWM, LLC	5.9%	1.38M	75.57M	11K	+0.80%
Dec 31, 2025	HALBERT HARGROVE GLOBAL ADVISORS, LLC	23.48%	5.44M	298.23M	-38.27K	-0.70%
Dec 31, 2025	JPMORGAN CHASE & CO	0.21%	49.4K	2.71M	35.56K	+256.99%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.06%	13.9K	761.86K	700	+5.30%
Dec 31, 2025	SUNBELT SECURITIES, INC.	0.06%	14.71K	806.18K	-722	-4.68%
Dec 31, 2025	ASTRA WEALTH PARTNERS LLC	0.03%	7.8K	427.52K	0	0
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	7.38K	404.55K	7.38K	+100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.03%	7.12K	390.43K	414	+6.17%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	17.67K	968.47K	53	+0.30%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.04%	479.72K	25.96M	42.06K	+9.61%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	1.05%	246.31K	13.28M	-4.1K	-1.64%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.8%	188.09K	10.14M	50.35K	+36.56%
Sep 30, 2025	LEADING EDGE FINANCIAL PLANNING LLC	0.15%	35.39K	1.91M	-2.19K	-5.82%
Sep 30, 2025	HEROLD ADVISORS, INC.	0.11%	26K	1.4M	-1K	-3.70%
Sep 30, 2025	INNOVA WEALTH PARTNERS	0.1%	22.81K	1.23M	-946	-3.98%
Sep 30, 2025	SIERRA CAPITAL LLC	0.09%	21.44K	1.16M	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	21.41K	1.16M	220	+1.04%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.09%	20.17K	1.09M	-3.35K	-14.25%
Sep 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.08%	18.12K	977.21K	6.32K	+53.60%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	17.62K	949.86K	56	+0.32%
Sep 30, 2025	CWM, LLC	5.83%	1.37M	73.75M	104.14K	+8.24%
Sep 30, 2025	PROFESSIONAL FINANCIAL ADVISORS, LLC	2.1%	493.41K	26.6M	15.94K	+3.34%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.37%	321.39K	16.75M	-7K	-2.13%
Sep 30, 2025	HOWARD BAILEY SECURITIES, LLC	0.78%	184.12K	9.93M	-91.11K	-33.10%
Sep 30, 2025	FERMATA ADVISORS, LLC	0.53%	125.19K	6.75M	12.32K	+10.92%
Sep 30, 2025	BRAVIAS CAPITAL GROUP, LLC	0.41%	96.1K	5.18M	11.4K	+13.45%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.36%	83.43K	4.5M	-10.39K	-11.07%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.34%	80.79K	4.36M	2.28K	+2.91%
Sep 30, 2025		0.28%	65.91K	3.55M	65.91K	+100.00%
Sep 30, 2025	RHS FINANCIAL, LLC	0.23%	53.79K	2.9M	-4.72K	-8.07%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	51.91K	2.8M	-3.43K	-6.19%
Sep 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.12%	28.6K	1.54M	-2.81K	-8.96%
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.11%	26.64K	1.44M	3.4K	+14.61%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0.07%	15.43K	832.03K	-1.05K	-6.37%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.06%	14.91K	804.11K	-1.18K	-7.33%
Sep 30, 2025	JPMORGAN CHASE & CO	0.06%	13.84K	746.15K	13.84K	+100.00%
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.05%	12.16K	655.89K	-515	-4.06%
Sep 30, 2025	UNITED ADVISOR GROUP, LLC	0.05%	12K	647.01K	248	+2.11%
Sep 30, 2025	WEDMONT PRIVATE CAPITAL	0.04%	10.05K	544.02K	0	0
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	4.01%	941.32K	50.76M	21.11K	+2.29%
Sep 30, 2025	RATIONAL ADVISORS LLC	3.04%	713.69K	38.48M	-65.38K	-8.39%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	2.38%	557.94K	30.08M	-2.86K	-0.51%
Sep 30, 2025	INSIGHT WEALTH STRATEGIES, LLC	0.14%	33.55K	1.81M	2.46K	+7.91%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.03%	8.03K	432.98K	-1	-0.01%
Sep 30, 2025	ASTRA WEALTH PARTNERS LLC	0.03%	7.8K	420.58K	0	0
Sep 30, 2025	WJ INTERESTS, LLC	2.12%	497.03K	26.8M	-90.17K	-15.36%
Sep 30, 2025	HALBERT HARGROVE GLOBAL ADVISORS, LLC	23.36%	5.48M	295.45M	-523.1K	-8.71%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	3%	703.96K	37.96M	-53.63K	-7.08%
Sep 30, 2025	ACT ADVISORS, LLC.	0.07%	16.6K	895.09K	677	+4.25%
Sep 30, 2025	REAP FINANCIAL GROUP, LLC	0.07%	17K	916.64K	-1.56K	-8.41%
Sep 30, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.56%	131.29K	7.08M	702	+0.54%
Sep 30, 2025	MORGAN STANLEY	0.3%	69.66K	3.76M	33.79K	+94.20%
Sep 30, 2025	MORTON CAPITAL MANAGEMENT LLC/CA	0.14%	32.87K	1.77M	103	+0.31%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.14%	32.31K	1.74M	-4.84K	-13.02%
Sep 30, 2025	ORBA WEALTH ADVISORS, L.L.C.	0.1%	23.33K	1.26M	-10.45K	-30.93%
Sep 30, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.1%	22.82K	1.23M	-384	-1.66%
Sep 30, 2025	OREGON PACIFIC WEALTH MANAGEMENT, LLC	0.07%	15.94K	859.43K	-800	-4.78%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.06%	13.2K	711.74K	0	0
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.05%	12.74K	686.66K	40	+0.32%
Sep 30, 2025	NDWM LLC	0.05%	12.35K	665.85K	2	+0.02%
Sep 30, 2025	AVION WEALTH	0.04%	9.78K	527K	0	0
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.04%	9.13K	492K	-59	-0.64%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.03%	6.9K	371.95K	18	+0.26%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.03%	6.71K	361.74K	-109	-1.60%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.03%	6.25K	336.94K	-2.39K	-27.68%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.02%	5.77K	310.97K	-4.98K	-46.34%
Sep 30, 2025	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.02%	5.18K	279.25K	72	+1.41%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.02%	5.18K	279.25K	72	+1.41%
Sep 30, 2025	PRIVATE TRUST CO NA	0.02%	4.77K	257.41K	0	0
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.02%	4.68K	252.36K	-242	-4.92%
Sep 30, 2025	MAGNOLIA PRIVATE WEALTH, LLC	0.02%	4.17K	224.85K	-456	-9.86%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.02%	4.02K	216.49K	4.02K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	1.37%	320.43K	17.28M	-153.12K	-32.34%
Jun 30, 2025	BISON WEALTH, LLC	0.21%	49.9K	2.5M	-12.62K	-20.18%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.06%	13.2K	660.79K	0	0
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.05%	12.7K	635.5K	12.7K	+100.00%
Jun 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.05%	12.68K	634.71K	707	+5.91%
Jun 30, 2025	HALBERT HARGROVE GLOBAL ADVISORS, LLC	25.57%	6M	300.49M	-16.09K	-0.27%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	3.92%	920.2K	46.07M	16.02K	+1.77%
Jun 30, 2025	PROFESSIONAL FINANCIAL ADVISORS, LLC	2.03%	477.47K	23.9M	25.22K	+5.58%
Jun 30, 2025	LPL FINANCIAL LLC	2.02%	473.55K	23.71M	25.27K	+5.64%
Jun 30, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.56%	130.59K	6.54M	-58.19K	-30.83%
Jun 30, 2025	FERMATA ADVISORS, LLC	0.48%	112.87K	5.65M	10.04K	+9.76%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.4%	93.82K	4.7M	9.44K	+11.19%
Jun 30, 2025	TORONTO DOMINION BANK	0.35%	82K	4.1M	82K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.33%	78.51K	3.93M	2.77K	+3.65%
Jun 30, 2025	CIBC WORLD MARKETS CORP	0.29%	68.81K	3.44M	-7.42K	-9.73%
Jun 30, 2025	RHS FINANCIAL, LLC	0.25%	58.52K	2.93M	3.08K	+5.55%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	55.33K	2.77M	-4.42K	-7.40%
Jun 30, 2025	MORGAN STANLEY	0.15%	35.87K	1.8M	16.38K	+84.00%
Jun 30, 2025	ORBA WEALTH ADVISORS, L.L.C.	0.14%	33.77K	1.69M	-39.28K	-53.77%
Jun 30, 2025	MORTON CAPITAL MANAGEMENT LLC/CA	0.14%	32.76K	1.64M	102	+0.31%
Jun 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.12%	28.9K	1.45M	-125	-0.43%
Jun 30, 2025	HEROLD ADVISORS, INC.	0.12%	27K	1.35M	0	0
Jun 30, 2025	INNOVA WEALTH PARTNERS	0.1%	23.76K	1.19M	-267	-1.11%
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.1%	23.52K	1.18M	-7.09K	-23.17%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.1%	23.25K	1.16M	1.23K	+5.59%
Jun 30, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.1%	23.2K	1.17M	-2.97K	-11.34%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	17.56K	879.07K	1.16K	+7.04%
Jun 30, 2025	RATIONAL ADVISORS LLC	3.32%	779.08K	39M	-125.26K	-13.85%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	3.23%	757.59K	37.92M	1.86K	+0.25%
Jun 30, 2025	WJ INTERESTS, LLC	2.5%	587.2K	29.4M	-16.72K	-2.77%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	2.39%	560.79K	28.07M	-88	-0.02%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.86%	437.66K	22M	-53.71K	-10.93%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.4%	328.38K	16.44M	-5.35K	-1.60%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	1.07%	250.41K	12.54M	-15.35K	-5.77%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.59%	137.74K	6.9M	-134.48K	-49.40%
Jun 30, 2025	LEADING EDGE FINANCIAL PLANNING LLC	0.16%	37.58K	1.88M	1.65K	+4.58%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.16%	37.15K	1.86M	15.56K	+72.08%
Jun 30, 2025	INSIGHT WEALTH STRATEGIES, LLC	0.13%	31.09K	1.55M	-1.7K	-5.18%
Jun 30, 2025	SIERRA CAPITAL LLC	0.09%	21.44K	1.07M	0	0
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	21.19K	1.06M	3	+0.01%
Jun 30, 2025		0.07%	16.74K	837.95K	-344	-2.01%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.07%	16.48K	769.43K	-29	-0.18%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.07%	16.09K	805.64K	-2.64K	-14.09%
Jun 30, 2025	NDWM LLC	0.05%	12.35K	618.1K	-1.48K	-10.71%
Jun 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.05%	11.8K	590.66K	11.8K	+100.00%
Jun 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.13%	31.42K	1.57M	635	+2.06%
Jun 30, 2025	ACT ADVISORS, LLC.	0.07%	15.92K	797.13K	-205	-1.27%
Jun 30, 2025	CWM, LLC	5.38%	1.26M	63.26M	71.06K	+5.96%
Jun 30, 2025	HOWARD BAILEY SECURITIES, LLC	1.17%	275.23K	13.78M	-3.25K	-1.17%
Jun 30, 2025	BRAVIAS CAPITAL GROUP, LLC	0.36%	84.7K	4.24M	7.91K	+10.30%
Jun 30, 2025	REAP FINANCIAL GROUP, LLC	0.08%	18.56K	929.21K	-1.2K	-6.09%
Jun 30, 2025	OREGON PACIFIC WEALTH MANAGEMENT, LLC	0.07%	16.74K	837.95K	-344	-2.01%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.06%	14.31K	648.33K	-3.6K	-20.08%
Mar 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.09%	22.01K	997.49K	3.04K	+15.99%
Mar 31, 2025	INNOVA WEALTH PARTNERS	0.1%	24.02K	1.09M	22	+0.09%
Mar 31, 2025	INSIGHT WEALTH STRATEGIES, LLC	0.14%	32.79K	1.49M	59	+0.18%
Mar 31, 2025	CIBC WORLD MARKETS CORP	0.33%	76.23K	3.45M	-7.03K	-8.45%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.36%	84.38K	3.82M	8.35K	+10.98%
Mar 31, 2025	FERMATA ADVISORS, LLC	0.44%	102.83K	4.66M	2.41K	+2.40%
Mar 31, 2025	LPL FINANCIAL LLC	1.92%	448.28K	20.31M	17.38K	+4.03%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.11%	491.37K	22.26M	26.31K	+5.66%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	3.24%	755.73K	34.24M	10.98K	+1.47%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.43%	333.73K	15.12M	8.07K	+2.48%
Mar 31, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.13%	30.78K	1.39M	1.45K	+4.93%
Mar 31, 2025	LEADING EDGE FINANCIAL PLANNING LLC	0.15%	35.93K	1.63M	-1.3K	-3.48%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	59.75K	2.71M	-789	-1.30%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.32%	75.74K	3.43M	-8.6K	-10.19%
Mar 31, 2025	ACT ADVISORS, LLC.	0.07%	16.13K	730.78K	0	0
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	16.41K	743.33K	16.41K	+100.00%
Mar 31, 2025	RATIONAL ADVISORS LLC	3.88%	904.33K	40.98M	-175.84K	-16.28%
Mar 31, 2025	RHS FINANCIAL, LLC	0.24%	55.44K	2.51M	-1.24K	-2.18%
Mar 31, 2025	ORBA WEALTH ADVISORS, L.L.C.	0.31%	73.05K	3.31M	-313	-0.43%
Mar 31, 2025	NDWM LLC	0.06%	13.83K	626.56K	-1.22K	-8.09%
Mar 31, 2025	SUNBELT SECURITIES, INC.	0.07%	16.51K	748.04K	29	+0.18%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.08%	18.73K	848.75K	-2.33K	-11.05%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	21.19K	960K	25	+0.12%
Mar 31, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.81%	188.78K	8.55M	-3K	-1.56%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	1.14%	265.75K	12.04M	56.9K	+27.25%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	2.41%	560.88K	25.41M	-10.84K	-1.90%
Mar 31, 2025	WJ INTERESTS, LLC	2.59%	603.93K	27.36M	-219.9K	-26.69%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	3.88%	904.19K	40.97M	-846	-0.09%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	1.17%	272.22K	12.33M	-47.61K	-14.89%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.06%	13.2K	598.09K	0	0
Mar 31, 2025	HEROLD ADVISORS, INC.	0.12%	27K	1.22M	0	0
Mar 31, 2025	CWM, LLC	5.11%	1.19M	54.04M	29.06K	+2.50%
Mar 31, 2025	HALBERT HARGROVE GLOBAL ADVISORS, LLC	25.81%	6.02M	272.7M	-65.39K	-1.07%
Mar 31, 2025		0.07%	17.08K	774.03K	672	+4.09%
Mar 31, 2025	MORGAN STANLEY	0.08%	19.49K	883.27K	298	+1.55%
Mar 31, 2025	SIERRA CAPITAL LLC	0.09%	21.44K	971K	-13.34K	-38.35%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.09%	21.59K	978.15K	21.59K	+100.00%
Mar 31, 2025	PROFESSIONAL FINANCIAL ADVISORS, LLC	1.94%	452.24K	20.49M	14.17K	+3.23%
Mar 31, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.11%	26.17K	1.13M	-63.53K	-70.83%
Mar 31, 2025	JANE STREET GROUP, LLC	0.12%	27.92K	1.27M	27.92K	+100.00%
Mar 31, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.12%	29.03K	1.32M	3.16K	+12.20%
Mar 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.13%	30.61K	1.39M	-5.56K	-15.37%
Mar 31, 2025	MORTON CAPITAL MANAGEMENT LLC/CA	0.14%	32.66K	1.48M	23	+0.07%
Mar 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.05%	11.97K	542.46K	-177	-1.46%
Mar 31, 2025	SAFEGUARD FINANCIAL, LLC	0.06%	13.25K	600.42K	1.68K	+14.52%
Mar 31, 2024	TEAM FINANCIAL GROUP, LLC	0.02%	4.96K	209.49K	361	+7.85%
Mar 31, 2024	PRIVATE TRUST CO NA	0.02%	5.49K	232.01K	683	+14.20%
Mar 31, 2024	NEW PERSPECTIVES, INC	0.03%	6.67K	281.59K	6.67K	+100.00%
Mar 31, 2024	OGOREK ANTHONY JOSEPH /NY/ /ADV	0.03%	7.21K	304K	16	+0.22%
Mar 31, 2024	NDWM LLC	0.34%	79.03K	3.34M	621	+0.79%
Mar 31, 2024	TORONTO DOMINION BANK	0.62%	144K	6.08M	-313K	-68.49%
Mar 31, 2024	PERENNIAL INVESTMENT ADVISORS, LLC	0.87%	203.35K	8.59M	-70.33K	-25.70%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	1.15%	268.98K	11.36M	185.96K	+224.00%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.52%	355.1K	15M	16.89K	+4.99%
Mar 31, 2024	LPL FINANCIAL LLC	1.78%	419.41K	17.71M	47.71K	+12.84%
Mar 31, 2024	PROFESSIONAL FINANCIAL ADVISORS, LLC	1.82%	426.82K	18.02M	224.38K	+110.84%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.04%	8.8K	371.8K	8.8K	+100.00%
Mar 31, 2024	WEALTHCARE ADVISORY PARTNERS LLC	3.74%	875.34K	36.97M	179.18K	+25.74%
Mar 31, 2024	CWM, LLC	4.32%	1.01M	42.67M	70.18K	+7.46%
Mar 31, 2024	RATIONAL ADVISORS LLC	5.37%	1.26M	53.06M	-33.92K	-2.63%
Mar 31, 2024	HALBERT HARGROVE GLOBAL ADVISORS, LLC	25.55%	5.98M	252.37M	-17.46K	-0.29%
Mar 31, 2024	AVION WEALTH	0.04%	9.78K	414K	0	0
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0.05%	10.82K	456.85K	10.82K	+100.00%
Mar 31, 2024	SAFEGUARD FINANCIAL, LLC	0.05%	11.51K	485.92K	29	+0.25%
Mar 31, 2024	WESTERN WEALTH MANAGEMENT, LLC	0.06%	14.05K	593.2K	-84	-0.59%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.06%	14.79K	625K	-6.57K	-30.76%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0.06%	14.92K	630.2K	-350.63K	-95.92%
Mar 31, 2024	CETERA ADVISORS LLC	0.07%	16.68K	704.35K	11.15K	+201.66%
Mar 31, 2024	BLACKDIAMOND WEALTH MANAGEMENT INC.	0.07%	17.07K	720.86K	-18.55K	-52.07%
Mar 31, 2024	EMPIRICAL FINANCE, LLC	0.08%	18.05K	762.17K	1	+0.01%
Mar 31, 2024	ACT ADVISORS, LLC.	0.08%	18.37K	775.61K	360	+2.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	21.14K	893K	-410	-1.90%
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	0.09%	21.34K	900.98K	-2.28K	-9.66%
Mar 31, 2024	INNOVA WEALTH PARTNERS	0.1%	23.03K	972.66K	3.8K	+19.75%
Mar 31, 2024	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.1%	23.34K	985.68K	807	+3.58%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.1%	24.1K	1.02M	-11.69K	-32.66%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.1%	24.48K	1.03M	-690	-2.74%
Mar 31, 2024	SUNBELT SECURITIES, INC.	0.11%	26.27K	1.11M	-2.65K	-9.17%
Mar 31, 2024	HEROLD ADVISORS, INC.	0.12%	27.1K	1.14M	0	0
Mar 31, 2024	INSIGHT WEALTH STRATEGIES, LLC	0.12%	28.56K	1.21M	-735	-2.51%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.12%	29.1K	1.23M	1.37K	+4.92%
Mar 31, 2024	LEADING EDGE FINANCIAL PLANNING LLC	0.13%	30.3K	1.28M	-16.2K	-34.84%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.22%	51.77K	2.19M	2.47K	+5.01%
Mar 31, 2024	KLR INVESTMENT ADVISORS, LLC	0.23%	52.79K	2.12M	-9.74K	-15.57%
Mar 31, 2024	RHS FINANCIAL, LLC	0.27%	62.18K	2.63M	-4.92K	-7.33%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.33%	78.51K	3.32M	-16.86K	-17.68%
Mar 31, 2024	ORBA WEALTH ADVISORS, L.L.C.	0.34%	79.67K	3.36M	-5.01K	-5.92%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.4%	93.56K	3.95M	-89.87K	-48.99%
Mar 31, 2024	CIBC WORLD MARKETS CORP	0.41%	95.52K	4.03M	79.43K	+493.48%
Mar 31, 2024	FERMATA ADVISORS, LLC	0.42%	98.17K	4.15M	1.25K	+1.29%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.6%	140.69K	5.94M	17.81K	+14.50%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.94%	218.76K	9.24M	218.76K	+100.00%
Mar 31, 2024	WJ INTERESTS, LLC	3.74%	873.78K	36.9M	23.29K	+2.74%
Mar 31, 2024	LM ADVISORS LLC	0.15%	34.78K	1.47M	34.78K	+100.00%
Mar 31, 2024	BELPOINTE ASSET MANAGEMENT LLC	0.17%	38.86K	1.64M	7.59K	+24.26%
Mar 31, 2024	GEOWEALTH MANAGEMENT, LLC	0.19%	44.61K	1.88M	44.61K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	2.21%	517.75K	21.86M	22.42K	+4.53%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	2.28%	534.43K	22.57M	521.93K	+4,175.40%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	3.01%	704.8K	29.76M	-2.04K	-0.29%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	3.4%	802.58K	33.89M	-13.06K	-1.60%
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0%	685	28.93K	685	+100.00%
Mar 31, 2024	CARDIFF PARK ADVISORS, LLC	0.02%	4K	168.9K	-87	-2.13%
Dec 31, 2023	CWM, LLC	3.95%	940.15K	36.95M	176.85K	+23.17%
Dec 31, 2023	RATIONAL ADVISORS LLC	5.42%	1.29M	50.72M	47.57K	+3.83%
Dec 31, 2023	HALBERT HARGROVE GLOBAL ADVISORS, LLC	25.17%	5.99M	235.54M	-42.76K	-0.71%
Dec 31, 2023	FLAGSHIP HARBOR ADVISORS, LLC	0.03%	7.61K	299.19K	250	+3.40%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.03%	8K	314K	8K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.04%	8.42K	331K	-701	-7.68%
Dec 31, 2023	AVION WEALTH	0.04%	9.78K	384K	0	0
Dec 31, 2023	SAFEGUARD FINANCIAL, LLC	0.05%	11.48K	451.1K	367	+3.30%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.05%	12.5K	491.25K	0	0
Dec 31, 2023	WESTERN WEALTH MANAGEMENT, LLC	0.06%	14.13K	555.36K	-40	-0.28%
Dec 31, 2023	JANE STREET GROUP, LLC	0.06%	15.34K	602.94K	15.34K	+100.00%
Dec 31, 2023	CIBC WORLD MARKETS CORP	0.07%	16.1K	632.53K	765	+4.99%
Dec 31, 2023	ACT ADVISORS, LLC.	0.08%	18.01K	707.65K	2.34K	+14.94%
Dec 31, 2023	EMPIRICAL FINANCE, LLC	0.08%	18.05K	709.25K	2	+0.01%
Dec 31, 2023	INNOVA WEALTH PARTNERS	0.08%	19.23K	755.86K	-585	-2.95%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.09%	21.37K	840K	-7.55K	-26.12%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	21.55K	847K	-948	-4.21%
Dec 31, 2023	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.09%	22.53K	885.6K	2.54K	+12.68%
Dec 31, 2023	IHT WEALTH MANAGEMENT, LLC	0.1%	23.62K	928.11K	23.62K	+100.00%
Dec 31, 2023	VENTURI WEALTH MANAGEMENT, LLC	0.1%	24K	943.2K	24K	+100.00%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.11%	25.17K	989.18K	222	+0.89%
Dec 31, 2023	HEROLD ADVISORS, INC.	0.11%	27.1K	1.07M	0	0
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.12%	27.73K	1.09M	2.71K	+10.83%
Dec 31, 2023	SUNBELT SECURITIES, INC.	0.12%	28.92K	1.14M	-6.37K	-18.04%
Dec 31, 2023	INSIGHT WEALTH STRATEGIES, LLC	0.12%	29.29K	1.15M	1.31K	+4.70%
Dec 31, 2023	BELPOINTE ASSET MANAGEMENT LLC	0.13%	31.27K	1.23M	31.27K	+100.00%
Dec 31, 2023	BLACKDIAMOND WEALTH MANAGEMENT INC.	0.15%	35.62K	1.44M	12	+0.03%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.15%	35.79K	1.41M	2.25K	+6.71%
Dec 31, 2023	LEADING EDGE FINANCIAL PLANNING LLC	0.2%	46.5K	1.83M	-3.91K	-7.75%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.21%	49.29K	1.94M	5.56K	+12.72%
Dec 31, 2023	KLR INVESTMENT ADVISORS, LLC	0.26%	62.53K	2.46M	-3.3K	-5.01%
Dec 31, 2023	RHS FINANCIAL, LLC	0.28%	67.09K	2.64M	-5.76K	-7.90%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.35%	83.02K	3.26M	-14.85K	-15.17%
Dec 31, 2023		0.33%	78.41K	3.08M	78.41K	+100.00%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.4%	95.37K	3.75M	2.04K	+2.19%
Dec 31, 2023	FERMATA ADVISORS, LLC	0.41%	96.93K	3.81M	247	+0.26%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.52%	122.88K	4.83M	122.88K	+100.00%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.77%	183.43K	7.21M	20.01K	+12.24%
Dec 31, 2023	PROFESSIONAL FINANCIAL ADVISORS, LLC	0.85%	202.44K	7.96M	24.57K	+13.82%
Dec 31, 2023	PERENNIAL INVESTMENT ADVISORS, LLC	1.15%	273.67K	10.76M	-632	-0.23%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.42%	338.21K	13.29M	45.91K	+15.71%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	1.54%	365.56K	14.64M	52.52K	+16.78%
Dec 31, 2023	LPL FINANCIAL LLC	1.56%	371.7K	14.61M	85.41K	+29.83%
Dec 31, 2023	TORONTO DOMINION BANK	1.92%	457K	17.96M	15K	+3.39%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	2.08%	495.32K	19.47M	20.67K	+4.36%
Dec 31, 2023	WEALTHCARE ADVISORY PARTNERS LLC	2.92%	696.15K	27.36M	21.95K	+3.25%
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	2.97%	706.84K	27.78M	-28.32K	-3.85%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	3.43%	815.64K	32.05M	-682.93K	-45.57%
Dec 31, 2023	WJ INTERESTS, LLC	3.57%	850.49K	33.42M	1.92K	+0.23%

Frequently Asked Questions