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

Who are the major shareholders selling Innovator U.S. Equity Power Buffer ETF - February stock?

PENSIONMARK FINANCIAL GROUP, LLC, in the last quarter, reduced its stake in PFEB by -0.46% restricting it's holding to 158.46 thousand shares of worth nearly $6.36M. SOUTHLAND EQUITY PARTNERS LLC also lessened -1.62% of the PFEB shares from its portfolio, reducing its holding to 158.52 thousand shares of worth $6.83M. TRADITION WEALTH MANAGEMENT, LLC also shunned PFEB shares holding by -1.78% last quarter which brought its holding to 57.69 thousand shares worth $2.48M.

Investors who are buying PFEB stock?

As per its latest 13F filing, HIGHTOWER ADVISORS, LLC increased its stake in PFEB by 3.26% in the last quarter. The institutional holder raised its holding to 167.18 thousand shares having worth more than $7.20M. ADVISOR GROUP HOLDINGS, INC. also added 8.78% more shares of PFEB to its portfolio, raising its holding to 1.23 million shares of worth $53.10M. CAPITAL ANALYSTS, LLC also increased its PFEB shares holding by 0.92% which brought its holding to 48.15 thousand shares worth $2.07M.

PFEB's major insiders: who are they?

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

Did an insider recently sell PFEB stock?

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

Which insider recently purchased PFEB stock?

There have been 0 transaction(s) during the past 6-months in which Innovator U.S. Equity Power Buffer ETF - February insiders have bought stock, totalling 0 shares

How much of PFEB does insiders own?

Around 0 Innovator U.S. Equity Power Buffer ETF - February shares are held by insiders, which represents about N/A of PFEB stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in PFEB?

PENSIONMARK FINANCIAL GROUP, LLC is the largest institutional owner in PFEB which holds 158.46 thousand shares worth $6.36M or 0.9% of the total PFEB shares outstanding followed by SOUTHLAND EQUITY PARTNERS LLC with ownership of 158.52 thousand shares representing 0.9% of the PFEB ownership. TRADITION WEALTH MANAGEMENT, LLC is the third largest stakeholder with 57.69 thousand shares or 0.33% of the ownership worth more than $2.48M.

Is Innovator U.S. Equity Power Buffer ETF - February 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 PFEB is concerned, it is a stock which is not optionable.

Is there a short position on PFEB's shares?

Number of PFEB 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 PFEB shares are there?

As of today, null shares of PFEB are outstanding.

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

PFEB 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 PFEB is null.

Innovator US Equity Power Buffer ETF - February (PFEB) insider trading activity: Get Latest News Today

Stock Outstanding Shares

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

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. PENSIONMARK FINANCIAL GROUP, LLC is the top corporate investor, holding 158.46K shares valued at $6.36M. A 0.9% stake in Innovator U.S. Equity Power Buffer ETF - February is owned by the company. SOUTHLAND EQUITY PARTNERS LLC owns 158.52K shares valued at $6.83M, which translates its holding of 0.9% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.9%	158.46K	6.36M	-740	-0.46%
Jun 30, 2026	SOUTHLAND EQUITY PARTNERS LLC	0.9%	158.52K	6.83M	-2.61K	-1.62%
Jun 30, 2026	TRADITION WEALTH MANAGEMENT, LLC	0.33%	57.69K	2.48M	-1.05K	-1.78%
Jun 30, 2026	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.33%	58.36K	2.51M	-608	-1.03%
Jun 30, 2026	BLUE WATER ASSET MANAGEMENT	0.33%	58.77K	2.53M	-3.4K	-5.47%
Jun 30, 2026	BELLWETHER ADVISORS, LLC	0.34%	59.53K	2.56M	-21.32K	-26.37%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.95%	167.18K	7.2M	5.28K	+3.26%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.26%	220.29K	9.49M	-16.45K	-6.95%
Jun 30, 2026	BLAIR WILLIAM & CO/IL	1.35%	236.4K	10.18M	-10.29K	-4.17%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.49%	260.96K	11.24M	-14.3K	-5.19%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	1.68%	294.51K	12.68M	-40.25K	-12.02%
Jun 30, 2026	LPL FINANCIAL LLC	1.83%	321.37K	13.84M	-3.13K	-0.97%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.83%	321.56K	13.85M	-18.81K	-5.53%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	7.03%	1.23M	53.1M	99.5K	+8.78%
Jun 30, 2026	ALLIANCEBERNSTEIN L.P.	21.43%	3.76M	150.81M	-25.67K	-0.68%
Jun 30, 2026		0.33%	58.77K	2.53M	-3.4K	-5.47%
Jun 30, 2026	YARGER WEALTH STRATEGIES, LLC	0.42%	73.61K	3.19M	-3K	-3.92%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.42%	73.85K	3.18M	-1.35K	-1.80%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.42%	74.41K	3.2M	-1.36K	-1.80%
Jun 30, 2026	GLOBAL ASSETS ADVISORY, LLC	0.23%	39.49K	1.7M	0	0
Jun 30, 2026	LINEWEAVER WEALTH ADVISORS, LLC	0.23%	39.5K	1.7M	0	0
Jun 30, 2026	WEAVER CAPITAL MANAGEMENT LLC	0.23%	40.58K	1.63M	0	0
Jun 30, 2026	CORRADO ADVISORS, LLC	0.24%	42.26K	1.82M	-651	-1.52%
Jun 30, 2026	TREK FINANCIAL, LLC	0.24%	42.74K	1.84M	-327	-0.76%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.26%	45.2K	1.95M	-31	-0.07%
Jun 30, 2026	WEALTH ALLIANCE	0.26%	45.43K	1.96M	-4.27K	-8.59%
Jun 30, 2026	STRATOS WEALTH ADVISORS, LLC	0.27%	47.31K	2.04M	-3.12K	-6.19%
Jun 30, 2026	CAPITAL ANALYSTS, LLC	0.27%	48.15K	2.07M	439	+0.92%
Jun 30, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.29%	50.02K	2.15M	-238	-0.47%
Jun 30, 2026	AMERICANA PARTNERS, LLC	1.91%	334.85K	14.42M	203.43K	+154.78%
Jun 30, 2026	COLONY GROUP, LLC	2.57%	450.31K	19.39M	-21.89K	-4.64%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.83%	497.25K	21.41M	-82.95K	-14.30%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	4.6%	807.12K	34.75M	-95K	-10.53%
Jun 30, 2026	PENSERRA CAPITAL MANAGEMENT LLC	9.74%	1.71M	73.58M	80.37K	+4.94%
Jun 30, 2026	CRESSET ASSET MANAGEMENT, LLC	0.3%	53.03K	2.28M	0	0
Jun 30, 2026	RIVERCHASE WEALTH MANAGEMENT, LLC	0.32%	55.66K	2.4M	0	0
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.32%	56.78K	2.44M	-5.06K	-8.19%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.32%	56.94K	2.45M	950	+1.70%
Jun 30, 2026	MTM FINANCIAL GROUP, LLC	0.48%	84.35K	3.63M	-816	-0.96%
Jun 30, 2026	KEATING FINANCIAL ADVISORY SERVICES, INC.	0.52%	92.08K	3.96M	-614	-0.66%
Jun 30, 2026	CORNERSTONE WEALTH, LLC/TN	0.74%	130.05K	5.64M	1.49K	+1.16%
Jun 30, 2026	CASSADY WEALTH & RETIREMENT PLANNING, LLC	1.1%	192.62K	8.29M	0	0
Jun 30, 2026	INTEGRITY ADVISORY SOLUTIONS, LLC	1.61%	281.99K	12.14M	38.95K	+16.03%
Jun 30, 2026	FORVIS WEALTH ADVISORS, LLC	0.36%	62.66K	2.7M	-232	-0.37%
Jun 30, 2026	KFG WEALTH MANAGEMENT, LLC	0.37%	64.99K	2.8M	1.15K	+1.80%
Jun 30, 2026	MAI CAPITAL MANAGEMENT	0.37%	65.78K	2.83M	6.61K	+11.18%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.39%	69.19K	2.98M	6.14K	+9.73%
Jun 30, 2026	CHRIS BULMAN INC	0.4%	70.19K	3.02M	-990	-1.39%
Jun 30, 2026	ASCENT WEALTH PARTNERS, LLC	0.43%	75.02K	3.23M	-13.77K	-15.50%
Jun 30, 2026	CERITY PARTNERS LLC	0.43%	75.62K	3.26M	12.83K	+20.44%
Jun 30, 2026	DILIGENT INVESTORS, LLC	0.46%	80.46K	3.46M	4.04K	+5.29%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.48%	84.66K	3.66M	1.94K	+2.35%
Jun 30, 2026	CASTLE ROCK WEALTH MANAGEMENT, LLC	0.52%	90.61K	3.9M	-5.26K	-5.48%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.57%	100.49K	4.33M	303	+0.30%
Jun 30, 2026	WEAVER CONSULTING GROUP	0.59%	103.6K	4.46M	91	+0.09%
Jun 30, 2026	BCS WEALTH MANAGEMENT	0.62%	108.36K	4.67M	-6.13K	-5.35%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	1.27%	223.11K	9.61M	-37.15K	-14.27%
Jun 30, 2026	GILL CAPITAL PARTNERS, LLC	0.4%	70.65K	3.04M	-5.79K	-7.57%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.62%	109.16K	4.7M	21.45K	+24.46%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.66%	116.2K	5M	-4.59K	-3.80%
Jun 30, 2026	ADVISORY ALPHA, LLC	0.68%	118.67K	5.11M	6.76K	+6.04%
Jun 30, 2026	CORECAP ADVISORS, LLC	0.87%	153.23K	6.6M	-3.41K	-2.18%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	6.46%	1.13M	45.46M	-58.82K	-4.93%
Mar 31, 2026	RIVERCHASE WEALTH MANAGEMENT, LLC	0.32%	55.66K	2.23M	0	0
Mar 31, 2026	TRUIST FINANCIAL CORP	0.32%	55.99K	2.25M	7.8K	+16.19%
Mar 31, 2026	GILL CAPITAL PARTNERS, LLC	0.44%	76.43K	3.06M	327	+0.43%
Mar 31, 2026	CERITY PARTNERS LLC	0.36%	62.78K	2.52M	36.14K	+135.67%
Mar 31, 2026	FORVIS WEALTH ADVISORS, LLC	0.36%	62.89K	2.52M	-7.12K	-10.17%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.36%	63.05K	2.53M	511	+0.82%
Mar 31, 2026	KFG WEALTH MANAGEMENT, LLC	0.36%	63.84K	2.56M	15.17K	+31.17%
Mar 31, 2026	DILIGENT INVESTORS, LLC	0.44%	76.42K	3.06M	22.15K	+40.81%
Mar 31, 2026	YARGER WEALTH STRATEGIES, LLC	0.44%	76.61K	3.07M	3.84K	+5.27%
Mar 31, 2026	BELLWETHER ADVISORS, LLC	0.46%	80.85K	3.24M	27.31K	+51.01%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.47%	82.72K	3.33M	25.55K	+44.69%
Mar 31, 2026	CHRIS BULMAN INC	0.41%	71.18K	2.85M	7.2K	+11.25%
Mar 31, 2026	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.43%	74.92K	3M	39.93K	+114.13%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.43%	75.77K	3.04M	-1.71K	-2.21%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.5%	87.71K	3.52M	13.71K	+18.52%
Mar 31, 2026	WEAVER CONSULTING GROUP	0.59%	103.51K	4.15M	3.85K	+3.86%
Mar 31, 2026	BCS WEALTH MANAGEMENT	0.65%	114.49K	4.59M	-125K	-52.19%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.69%	120.79K	4.84M	13.41K	+12.49%
Mar 31, 2026	AMERICANA PARTNERS, LLC	0.75%	131.43K	5.27M	131.43K	+100.00%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.89%	156.65K	6.28M	15.83K	+11.24%
Mar 31, 2026	GLOBAL ASSETS ADVISORY, LLC	0.23%	39.49K	1.58M	2.2K	+5.91%
Mar 31, 2026	LINEWEAVER WEALTH ADVISORS, LLC	0.23%	39.5K	1.58M	4.78K	+13.75%
Mar 31, 2026	ARCHER INVESTMENT CORP	0.23%	39.84K	1.6M	2.44K	+6.52%
Mar 31, 2026	WEAVER CAPITAL MANAGEMENT LLC	0.23%	40.58K	1.63M	0	0
Mar 31, 2026	CORRADO ADVISORS, LLC	0.24%	42.91K	1.72M	14.41K	+50.56%
Mar 31, 2026	TREK FINANCIAL, LLC	0.25%	43.07K	1.73M	15.9K	+58.50%
Mar 31, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.25%	43.49K	1.74M	13.63K	+45.63%
Mar 31, 2026	CAPITAL ANALYSTS, LLC	0.27%	47.71K	1.91M	34.28K	+255.06%
Mar 31, 2026	WEALTH ALLIANCE	0.28%	49.7K	1.99M	-246	-0.49%
Mar 31, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.29%	50.26K	2.02M	-190	-0.38%
Mar 31, 2026	STRATOS WEALTH ADVISORS, LLC	0.29%	50.43K	2.02M	2.27K	+4.72%
Mar 31, 2026	SOUTHLAND EQUITY PARTNERS LLC	0.92%	161.13K	6.46M	-6.89K	-4.10%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.92%	161.9K	6.49M	26.23K	+19.34%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.35%	236.74K	9.49M	186.46K	+370.87%
Mar 31, 2026	BLAIR WILLIAM & CO/IL	1.41%	246.69K	9.89M	38.02K	+18.22%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.57%	275.25K	11.04M	72.43K	+35.71%
Mar 31, 2026	LPL FINANCIAL LLC	1.85%	324.5K	13.01M	57.96K	+21.75%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.91%	334.76K	13.42M	34.05K	+11.32%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.94%	340.37K	13.65M	38.4K	+12.72%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	3.31%	580.2K	23.27M	138.57K	+31.38%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	5.14%	902.11K	36.17M	746.52K	+479.81%
Mar 31, 2026	PENSERRA CAPITAL MANAGEMENT LLC	9.28%	1.63M	65.3M	92.16K	+6.00%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.34%	59.17K	2.37M	19.89K	+50.63%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.35%	61.84K	2.48M	6.54K	+11.83%
Mar 31, 2026	LECLAIR WEALTH PARTNERS LLC	0.35%	62.17K	2.49M	62.17K	+100.00%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.91%	159.2K	6.38M	13.08K	+8.95%
Mar 31, 2026		0.35%	62.17K	2.49M	53.67K	+631.17%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.43%	75.2K	3.02M	14.23K	+23.33%
Mar 31, 2026	ADVISORY ALPHA, LLC	0.64%	111.91K	4.49M	9.22K	+8.98%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	1.48%	260.25K	10.44M	131.68K	+102.41%
Mar 31, 2026	TRADITION WEALTH MANAGEMENT, LLC	0.33%	58.74K	2.36M	-5.37K	-8.37%
Mar 31, 2026	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.34%	58.97K	2.36M	26.16K	+79.70%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.5%	88.39K	3.54M	88.27K	+73,560.83%
Mar 31, 2026	ASCENT WEALTH PARTNERS, LLC	0.51%	88.78K	3.56M	5.18K	+6.19%
Mar 31, 2026	CASTLE ROCK WEALTH MANAGEMENT, LLC	0.55%	95.87K	3.86M	-3.09K	-3.12%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.57%	100.19K	4.02M	17.09K	+20.57%
Mar 31, 2026	COLONY GROUP, LLC	2.69%	472.2K	18.94M	89.91K	+23.52%
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	21.58%	3.79M	154.19M	294.59K	+8.44%
Dec 31, 2025	ASCENT WEALTH PARTNERS, LLC	0.47%	83.61K	3.4M	-3.07K	-3.54%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.29%	50.28K	2.05M	-162.65K	-76.39%
Dec 31, 2025	JANE STREET GROUP, LLC	0.28%	49.57K	2.02M	49.57K	+100.00%
Dec 31, 2025	KFG WEALTH MANAGEMENT, LLC	0.28%	48.67K	1.98M	-19.3K	-28.40%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.27%	48.19K	1.96M	-1.93K	-3.85%
Dec 31, 2025	COLONY GROUP, LLC	2.17%	382.29K	15.57M	332.85K	+673.32%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	6.77%	1.19M	48.56M	-69.28K	-5.49%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.73%	128.57K	5.24M	1.88K	+1.49%
Dec 31, 2025	WEAVER CAPITAL MANAGEMENT LLC	0.23%	40.58K	1.65M	-1.88K	-4.43%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.22%	39.28K	1.6M	-9.42K	-19.34%
Dec 31, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.22%	39.02K	1.6M	-5K	-11.36%
Dec 31, 2025	FSA ADVISORS, INC.	0.22%	38.49K	1.57M	791	+2.10%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.73%	301.97K	12.3M	9.5K	+3.25%
Dec 31, 2025	BLAIR WILLIAM & CO/IL	1.18%	208.67K	8.5M	-12.43K	-5.62%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.15%	202.82K	8.26M	-47.45K	-18.96%
Dec 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.27%	48.16K	1.96M	-493	-1.01%
Dec 31, 2025	VISIONARY WEALTH ADVISORS	0.25%	43.8K	1.78M	-809	-1.81%
Dec 31, 2025	WORTHPOINTE, LLC	0.25%	43.45K	1.77M	-369	-0.84%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.24%	41.68K	1.7M	-62	-0.15%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	19.82%	3.49M	142.19M	-96.31K	-2.68%
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	8.78%	1.54M	62.55M	-31.92K	-2.04%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.77%	135.67K	5.52M	-615	-0.45%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.61%	107.38K	4.37M	2.22K	+2.11%
Dec 31, 2025	ADVISORY ALPHA, LLC	0.59%	102.69K	4.18M	-815	-0.79%
Dec 31, 2025	WEAVER CONSULTING GROUP	0.57%	99.66K	4.06M	-1.91K	-1.88%
Dec 31, 2025	CASTLE ROCK WEALTH MANAGEMENT, LLC	0.56%	98.96K	4.06M	-71	-0.07%
Dec 31, 2025		0.49%	84.87K	3.46M	84.87K	+100.00%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.48%	83.1K	3.38M	-482	-0.58%
Dec 31, 2025	MCALISTER, SWEET & ASSOCIATES, INC.	0.46%	81.02K	3.3M	-208	-0.26%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.44%	77.48K	3.15M	-12.68K	-14.06%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.35%	60.97K	2.48M	0	0
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.31%	55.3K	2.25M	-10.3K	-15.71%
Dec 31, 2025	GILL CAPITAL PARTNERS, LLC	0.44%	76.1K	3.1M	-6.27K	-7.61%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.42%	74K	3.01M	12.89K	+21.09%
Dec 31, 2025	YARGER WEALTH STRATEGIES, LLC	0.41%	72.77K	2.96M	-880	-1.19%
Dec 31, 2025	FORVIS WEALTH ADVISORS, LLC	0.4%	70.01K	2.85M	-7.45K	-9.62%
Dec 31, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.37%	64.11K	2.61M	-1.74K	-2.64%
Dec 31, 2025	CHRIS BULMAN INC	0.36%	63.98K	2.61M	-6.32K	-8.99%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.36%	62.54K	2.55M	4.39K	+7.54%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.32%	57.17K	2.34M	-24.75K	-30.21%
Dec 31, 2025	GLOBAL ASSETS ADVISORY, LLC	0.21%	37.29K	1.52M	-53	-0.14%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.21%	37.43K	1.52M	0	0
Dec 31, 2025	ARCHER INVESTMENT CORP	0.21%	37.4K	1.52M	0	0
Dec 31, 2025	COMMONS CAPITAL, LLC	0.21%	36.91K	1.5M	31.67K	+604.14%
Dec 31, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.2%	35.4K	1.44M	-3.08K	-8.00%
Dec 31, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.2%	34.99K	1.42M	-850	-2.37%
Dec 31, 2025	RIVERCHASE WEALTH MANAGEMENT, LLC	0.32%	55.66K	2.27M	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.51%	441.63K	17.98M	-585.63K	-57.01%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.71%	300.72K	12.24M	-7.9K	-2.56%
Dec 31, 2025	LPL FINANCIAL LLC	1.53%	266.54K	10.85M	16.39K	+6.55%
Dec 31, 2025	BCS WEALTH MANAGEMENT	1.36%	239.48K	9.75M	103.26K	+75.80%
Dec 31, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.95%	168.03K	6.84M	-2.59K	-1.52%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.88%	155.59K	6.34M	-809.15K	-83.87%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.83%	146.12K	5.95M	17.92K	+13.98%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.8%	140.81K	5.73M	-1.25K	-0.88%
Dec 31, 2025	DILIGENT INVESTORS, LLC	0.31%	54.27K	2.21M	0	0
Dec 31, 2025	BELLWETHER ADVISORS, LLC	0.31%	53.54K	2.18M	0	0
Dec 31, 2025	IFP ADVISORS, INC	0.29%	51.69K	2.1M	-1.22K	-2.31%
Dec 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.29%	50.45K	2.05M	-4.58K	-8.33%
Dec 31, 2025	WEALTH ALLIANCE	0.29%	49.95K	2.03M	0	0
Sep 30, 2025	BLAIR WILLIAM & CO/IL	1.06%	221.1K	8.78M	-8.55K	-3.72%
Sep 30, 2025	RK CAPITAL MANAGEMENT, LLC/FL	1.55%	324.09K	12.86M	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	4.9%	1.03M	40.77M	-130.12K	-11.24%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	17.13%	3.59M	142.42M	-85.68K	-2.33%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	4.6%	964.74K	38.29M	-24.37K	-2.46%
Sep 30, 2025	CAPROCK GROUP, LLC	1.51%	316.55K	12.35M	316.55K	+100.00%
Sep 30, 2025	CASTLE ROCK WEALTH MANAGEMENT, LLC	0.47%	99.03K	3.93M	-832	-0.83%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.43%	90.16K	3.58M	-24.53K	-21.39%
Sep 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.31%	65.84K	2.61M	-4.89K	-6.91%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.31%	65.6K	2.6M	-7.25K	-9.95%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.29%	61.11K	2.43M	-11.56K	-15.91%
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.26%	55.03K	2.18M	-1K	-1.79%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.24%	51.19K	2.03M	-1.25K	-2.38%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.24%	50.11K	1.99M	-42.79K	-46.06%
Sep 30, 2025	WEALTH ALLIANCE	0.24%	49.95K	1.98M	0	0
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	7.49%	1.57M	62.24M	25.62K	+1.66%
Sep 30, 2025	IFP ADVISORS, INC	0.25%	52.91K	2.1M	-2.04K	-3.72%
Sep 30, 2025	MCALISTER, SWEET & ASSOCIATES, INC.	0.39%	81.23K	3.22M	-400	-0.49%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.5%	105.15K	4.17M	-1.63K	-1.53%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.61%	128.2K	5.09M	-30.33K	-19.13%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.02%	212.93K	8.45M	-5.95K	-2.72%
Sep 30, 2025	LPL FINANCIAL LLC	1.19%	250.15K	9.93M	28.01K	+12.61%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.4%	292.47K	11.61M	-85.87K	-22.70%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	1.58%	330.76K	13.13M	-9.34K	-2.74%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.47%	308.62K	12.25M	-22.67K	-6.84%
Sep 30, 2025	BCS WEALTH MANAGEMENT	0.65%	136.23K	5.41M	-12.1K	-8.16%
Sep 30, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.81%	170.62K	6.77M	-5.44K	-3.09%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.39%	81.92K	3.26M	-312.67K	-79.24%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.6%	126.69K	5.03M	-49.45K	-28.07%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.68%	142.06K	5.64M	-2.03K	-1.41%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.19%	250.26K	9.93M	-2.14K	-0.85%
Sep 30, 2025	KFG WEALTH MANAGEMENT, LLC	0.32%	67.97K	2.7M	-1.62K	-2.33%
Sep 30, 2025	GILL CAPITAL PARTNERS, LLC	0.39%	82.37K	3.27M	-5.39K	-6.15%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.28%	58.16K	2.31M	-8.65K	-12.94%
Sep 30, 2025	STEPHENS INC /AR/	0.41%	85.38K	3.39M	-5.59K	-6.14%
Sep 30, 2025	ADVISORY ALPHA, LLC	0.49%	103.51K	4.11M	-1.42K	-1.36%
Sep 30, 2025	WEAVER CONSULTING GROUP	0.48%	101.56K	4.03M	-2.31K	-2.22%
Sep 30, 2025	ASCENT WEALTH PARTNERS, LLC	0.41%	86.67K	3.44M	0	0
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.4%	83.58K	3.32M	83.58K	+100.00%
Sep 30, 2025	FORVIS WEALTH ADVISORS, LLC	0.37%	77.46K	3.07M	-2.07K	-2.60%
Sep 30, 2025	YARGER WEALTH STRATEGIES, LLC	0.35%	73.65K	2.92M	-1.37K	-1.82%
Sep 30, 2025	CHRIS BULMAN INC	0.34%	70.3K	2.79M	-3.01K	-4.10%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.29%	60.97K	2.42M	0	0
Sep 30, 2025	BELLWETHER ADVISORS, LLC	0.26%	53.54K	2.13M	0	0
Sep 30, 2025	COLONY GROUP, LLC	0.24%	49.43K	1.96M	-3.8K	-7.14%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.23%	48.7K	1.93M	-29.65K	-37.84%
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.23%	48.65K	1.93M	-576	-1.17%
Sep 30, 2025	VISIONARY WEALTH ADVISORS	0.21%	44.61K	1.77M	-476	-1.06%
Sep 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.21%	44.02K	1.75M	-1.2K	-2.65%
Sep 30, 2025	WORTHPOINTE, LLC	0.21%	43.82K	1.74M	-3.2K	-6.81%
Sep 30, 2025	WEAVER CAPITAL MANAGEMENT LLC	0.2%	42.46K	1.69M	-17	-0.04%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.2%	41.74K	1.66M	-105	-0.25%
Sep 30, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.18%	38.47K	1.53M	-2	-0.01%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.18%	37.86K	1.5M	-1.48K	-3.76%
Sep 30, 2025	FSA ADVISORS, INC.	0.18%	37.7K	1.5M	-1.3K	-3.32%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.18%	37.43K	1.49M	-1.55K	-3.96%
Sep 30, 2025	ARCHER INVESTMENT CORP	0.18%	37.4K	1.48M	0	0
Sep 30, 2025	DILIGENT INVESTORS, LLC	0.26%	54.27K	2.15M	-200	-0.37%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	6.02%	1.26M	49.82M	105.86K	+9.16%
Sep 30, 2025	JDM FINANCIAL GROUP LLC	0.22%	46.31K	1.84M	-2.15K	-4.44%
Sep 30, 2025	RIVERCHASE WEALTH MANAGEMENT, LLC	0.27%	55.66K	2.21M	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.65%	136.28K	5.41M	-40.18K	-22.77%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.01%	218.88K	8.32M	3.99K	+1.86%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.81%	176.47K	6.71M	20.38K	+13.06%
Jun 30, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.81%	176.06K	6.69M	11.67K	+7.10%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.66%	144.09K	5.48M	56.2K	+63.94%
Jun 30, 2025	CHRIS BULMAN INC	0.34%	73.3K	2.79M	650	+0.89%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.34%	72.85K	2.77M	45.49K	+166.27%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.34%	72.67K	2.76M	3.45K	+4.98%
Jun 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.33%	70.73K	2.69M	-3.65K	-4.90%
Jun 30, 2025	IFP ADVISORS, INC	0.25%	54.96K	2.09M	1.44K	+2.70%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.73%	158.53K	6.03M	32.84K	+26.12%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	5.33%	1.16M	43.93M	433.09K	+59.92%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.49%	106.79K	4.06M	-13.72K	-11.38%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.53%	114.69K	4.36M	-341.77K	-74.88%
Jun 30, 2025	GUILD INVESTMENT MANAGEMENT, INC.	0.57%	124.35K	4.73M	83.35K	+203.28%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.31%	66.81K	2.54M	770	+1.17%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.58%	124.77K	4.74M	97.21K	+352.78%
Jun 30, 2025	LPL FINANCIAL LLC	1.02%	222.14K	8.44M	9.01K	+4.23%
Jun 30, 2025	BLAIR WILLIAM & CO/IL	1.06%	229.65K	8.73M	1.19K	+0.52%
Jun 30, 2025	RK CAPITAL MANAGEMENT, LLC/FL	1.5%	324.09K	12.32M	0	0
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	16.95%	3.67M	139.65B	-41.57K	-1.12%
Jun 30, 2025	KFG WEALTH MANAGEMENT, LLC	0.32%	69.59K	2.65M	-819	-1.16%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	1.57%	340.09K	12.93M	10.9K	+3.31%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.75%	378.34K	14.38M	-17.05K	-4.31%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.82%	394.59K	15.08M	-29.47K	-6.95%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.18%	39.34K	1.5M	-1	0.00%
Jun 30, 2025	OLD MISSION CAPITAL LLC	2.36%	512.22K	19.47M	499.14K	+3,816.62%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	4.56%	989.11K	37.6M	-21.27K	-2.11%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	5.34%	1.16M	43.99M	20.84K	+1.83%
Jun 30, 2025	BCS WEALTH MANAGEMENT	0.68%	148.33K	5.64M	-5.5K	-3.57%
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	7.12%	1.54M	58.63M	217.26K	+16.39%
Jun 30, 2025	COLONY GROUP, LLC	0.25%	53.24K	2.02M	15.79K	+42.16%
Jun 30, 2025	FORVIS WEALTH ADVISORS, LLC	0.37%	79.53K	3.02M	-2.79K	-3.39%
Jun 30, 2025	RIVERCHASE WEALTH MANAGEMENT, LLC	0.26%	55.66K	2.12M	0	0
Jun 30, 2025	TALON PRIVATE WEALTH, LLC	0.23%	50.87K	1.93M	-3.86K	-7.04%
Jun 30, 2025	WEAVER CONSULTING GROUP	0.48%	103.87K	3.95M	101	+0.10%
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.26%	56.04K	2.13M	-211	-0.38%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.28%	60.97K	2.35M	0	0
Jun 30, 2025	YARGER WEALTH STRATEGIES, LLC	0.35%	75.02K	2.85M	-9.69K	-11.44%
Jun 30, 2025	ADVISORY ALPHA, LLC	0.48%	104.93K	3.99M	40.69K	+63.34%
Jun 30, 2025		0.23%	50.87K	1.93M	-3.86K	-7.04%
Jun 30, 2025	BELLWETHER ADVISORS, LLC	0.25%	53.54K	2.04M	27.67K	+106.94%
Jun 30, 2025	DILIGENT INVESTORS, LLC	0.25%	54.47K	2.07M	0	0
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.36%	78.34K	2.98M	-3.93K	-4.77%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.53%	331.29K	12.59M	-2.96K	-0.88%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.24%	52.44K	1.99M	-1.74K	-3.22%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.19%	41.85K	1.59M	-510	-1.20%
Jun 30, 2025	WEAVER CAPITAL MANAGEMENT LLC	0.2%	42.48K	1.61M	0	0
Jun 30, 2025	VISIONARY WEALTH ADVISORS	0.21%	45.09K	1.71M	-6.36K	-12.37%
Jun 30, 2025	MCALISTER, SWEET & ASSOCIATES, INC.	0.38%	81.63K	3.1M	342	+0.42%
Jun 30, 2025	ASCENT WEALTH PARTNERS, LLC	0.4%	86.67K	3.29M	17.31K	+24.96%
Jun 30, 2025	GILL CAPITAL PARTNERS, LLC	0.4%	87.76K	3.34M	1.24K	+1.43%
Jun 30, 2025	STEPHENS INC /AR/	0.42%	90.97K	3.46M	-3.08K	-3.27%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.43%	92.9K	3.53M	-1.49K	-1.58%
Jun 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.21%	45.22K	1.76M	-2.3K	-4.84%
Jun 30, 2025	WORTHPOINTE, LLC	0.22%	47.02K	1.79M	-3.85K	-7.57%
Jun 30, 2025	JDM FINANCIAL GROUP LLC	0.22%	48.47K	1.84M	-624	-1.27%
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.23%	49.22K	1.87M	0	0
Jun 30, 2025	WEALTH ALLIANCE	0.23%	49.95K	1.9M	0	0
Jun 30, 2025	CASTLE ROCK WEALTH MANAGEMENT, LLC	0.46%	99.86K	3.84M	-5.67K	-5.37%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.81%	176.14K	6.7M	-15.71K	-8.19%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.16%	252.4K	9.59M	2.04K	+0.81%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.86%	191.85K	6.87M	57.32K	+42.61%
Mar 31, 2025	BCS WEALTH MANAGEMENT	0.69%	153.83K	5.51M	20.72K	+15.57%
Mar 31, 2025	DILIGENT INVESTORS, LLC	0.25%	54.47K	1.95M	23.91K	+78.26%
Mar 31, 2025	VISIONARY WEALTH ADVISORS	0.23%	51.45K	1.84M	-663	-1.27%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	3.25%	722.77K	25.89M	-63.55K	-8.08%
Mar 31, 2025	ARCHER INVESTMENT CORP	0.23%	51.4K	1.84M	51.4K	+100.00%
Mar 31, 2025	IFP ADVISORS, INC	0.24%	53.51K	1.92M	40.59K	+314.06%
Mar 31, 2025	KFG WEALTH MANAGEMENT, LLC	0.32%	70.41K	2.52M	38.46K	+120.39%
Mar 31, 2025	CHRIS BULMAN INC	0.33%	72.65K	2.6M	33.55K	+85.80%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.54%	120.5K	4.32M	17.56K	+17.06%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	5.11%	1.14M	40.71M	736.25K	+183.92%
Mar 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	5.96%	1.33M	47.47M	45.87K	+3.59%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	16.71%	3.72M	133.09M	958.2K	+34.75%
Mar 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.57%	125.69K	4.5M	18.4K	+17.15%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.7%	156.08K	5.59M	47.32K	+43.51%
Mar 31, 2025	LPL FINANCIAL LLC	0.96%	213.13K	7.63M	96.39K	+82.56%
Mar 31, 2025	OUTLOOK WEALTH ADVISORS, LLC	0.24%	52.73K	1.89M	45.35K	+614.24%
Mar 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.25%	55.21K	1.98M	3.6K	+6.97%
Mar 31, 2025		0.25%	54.73K	1.96M	54.73K	+100.00%
Mar 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.25%	56.25K	2.01M	-7	-0.01%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.27%	60.97K	2.18M	13.26K	+27.79%
Mar 31, 2025	ADVISORY ALPHA, LLC	0.29%	64.24K	2.3M	64.24K	+100.00%
Mar 31, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.33%	74.37K	2.66M	1.98K	+2.74%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.37%	82.27K	2.95M	31.3K	+61.40%
Mar 31, 2025	FORVIS WEALTH ADVISORS, LLC	0.37%	82.32K	2.95M	-30.27K	-26.88%
Mar 31, 2025	CORECAP ADVISORS, LLC	0.4%	87.89K	3.15M	20.99K	+31.38%
Mar 31, 2025	STEPHENS INC /AR/	0.42%	94.05K	3.37M	-2.83K	-2.92%
Mar 31, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.74%	164.39K	5.89M	17.46K	+11.88%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.97%	214.89K	7.7M	141.94K	+194.59%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	1.03%	228.46K	8.18M	212.57K	+1,337.95%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	1.48%	329.19K	11.79M	110.07K	+50.23%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.78%	395.39K	14.16M	132.94K	+50.65%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.91%	424.06K	15.19M	375.36K	+770.66%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	2.05%	456.46K	16.35M	363.16K	+389.24%
Mar 31, 2025	YARGER WEALTH STRATEGIES, LLC	0.38%	84.71K	3.03M	-163	-0.19%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.3%	66.04K	2.37M	-277.53K	-80.78%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.31%	69.22K	2.48M	40.51K	+141.08%
Mar 31, 2025	ASCENT WEALTH PARTNERS, LLC	0.31%	69.36K	2.48M	69.36K	+100.00%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.42%	94.4K	3.38M	36.45K	+62.90%
Mar 31, 2025	SIGMA PLANNING CORP	0.46%	103.13K	3.69M	1.13K	+1.10%
Mar 31, 2025	CASTLE ROCK WEALTH MANAGEMENT, LLC	0.47%	105.53K	3.78M	0	0
Mar 31, 2025	CAPROCK GROUP, LLC	1.47%	325.96K	11.68M	325.96K	+100.00%
Mar 31, 2025	RK CAPITAL MANAGEMENT, LLC/FL	1.46%	324.09K	11.61M	324.09K	+100.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.5%	334.24K	11.97M	-6.9K	-2.02%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.24%	54.18K	1.94M	-5.43K	-9.11%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	4.55%	1.01M	36.19M	867.14K	+605.36%
Mar 31, 2025	MCALISTER, SWEET & ASSOCIATES, INC.	0.37%	81.29K	2.91M	81.29K	+100.00%
Mar 31, 2025	GILL CAPITAL PARTNERS, LLC	0.39%	86.53K	3.1M	48.97K	+130.37%
Mar 31, 2025	WEAVER CONSULTING GROUP	0.47%	103.77K	3.72M	-56	-0.05%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.13%	250.36K	8.97M	78.04K	+45.29%

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