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

Who are the major shareholders selling Pacer Swan SOS Fund of Funds ETF stock?

STOREN LEGACY PARTNERS, LLC, in the last quarter, reduced its stake in PSFF by -3.31% restricting it's holding to 128.3 thousand shares of worth nearly $4.40M. ALLWORTH FINANCIAL LP also lessened -1.11% of the PSFF shares from its portfolio, reducing its holding to 1.82 million shares of worth $62.57M. HIGHTOWER ADVISORS, LLC also shunned PSFF shares holding by -4.49% last quarter which brought its holding to 52.15 thousand shares worth $1.79M.

Investors who are buying PSFF stock?

As per its latest 13F filing, COPLEY FINANCIAL GROUP, INC. increased its stake in PSFF by 1.1% in the last quarter. The institutional holder raised its holding to 358.33 thousand shares having worth more than $12.29M. CETERA INVESTMENT ADVISERS also added 2.45% more shares of PSFF to its portfolio, raising its holding to 1.85 million shares of worth $63.32M. MML INVESTORS SERVICES, LLC also increased its PSFF shares holding by 26.27% which brought its holding to 510.79 thousand shares worth $17.53M.

PSFF's major insiders: who are they?

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

Did an insider recently sell PSFF stock?

Company executives, directors, and other insiders own N/A percent of Pacer Swan SOS Fund of Funds ETF's stock. Within the last six months, there have been 0 transaction(s) in which PSFF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased PSFF stock?

There have been 0 transaction(s) during the past 6-months in which Pacer Swan SOS Fund of Funds ETF insiders have bought stock, totalling 0 shares

How much of PSFF does insiders own?

Around 0 Pacer Swan SOS Fund of Funds ETF shares are held by insiders, which represents about N/A of PSFF stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in PSFF?

COPLEY FINANCIAL GROUP, INC. is the largest institutional owner in PSFF which holds 358.33 thousand shares worth $12.29M or 2.11% of the total PSFF shares outstanding followed by STOREN LEGACY PARTNERS, LLC with ownership of 128.3 thousand shares representing 0.76% of the PSFF ownership. ALLWORTH FINANCIAL LP is the third largest stakeholder with 1.82 million shares or 10.76% of the ownership worth more than $62.57M.

Is Pacer Swan SOS Fund of Funds 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 PSFF is concerned, it is a stock which is not optionable.

Is there a short position on PSFF's shares?

Number of PSFF 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 PSFF shares are there?

As of today, null shares of PSFF are outstanding.

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

PSFF 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 PSFF is null.

Pacer Swan SOS Fund of Funds ETF (PSFF) 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. COPLEY FINANCIAL GROUP, INC. is the top corporate investor, holding 358.33K shares valued at $12.29M. A 2.11% stake in Pacer Swan SOS Fund of Funds ETF is owned by the company. STOREN LEGACY PARTNERS, LLC owns 128.3K shares valued at $4.40M, which translates its holding of 0.76% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	COPLEY FINANCIAL GROUP, INC.	2.11%	358.33K	12.29M	3.9K	+1.10%
Jun 30, 2026	STOREN LEGACY PARTNERS, LLC	0.76%	128.3K	4.4M	-4.4K	-3.31%
Jun 30, 2026	ALLWORTH FINANCIAL LP	10.76%	1.82M	62.57M	-20.42K	-1.11%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	10.89%	1.85M	63.32M	44.16K	+2.45%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	3.01%	510.79K	17.53M	106.25K	+26.27%
Jun 30, 2026	SIGNAL ADVISORS WEALTH, LLC	3.45%	585.27K	20.08M	8.8K	+1.53%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.31%	52.15K	1.79M	-2.45K	-4.49%
Jun 30, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.33%	55.33K	1.9M	79	+0.14%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.33%	56.13K	1.93M	34.35K	+157.69%
Jun 30, 2026	CAPITAL ANALYSTS, LLC	0.35%	58.55K	2.01M	-1.59K	-2.65%
Jun 30, 2026	OPTIMA CAPITAL LLC	0.35%	59.9K	2.06M	-2.21K	-3.56%
Jun 30, 2026	EVOLUTION WEALTH MANAGEMENT INC.	1.39%	234.8K	8.06M	-6.96K	-2.88%
Jun 30, 2026	SIGMA PLANNING CORP	1.39%	235.15K	8.07M	-3.15K	-1.32%
Jun 30, 2026	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0.21%	35.63K	1.22M	-1.59K	-4.27%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.6%	271.13K	9.3M	14.34K	+5.59%
Jun 30, 2026	FOUNDERS FINANCIAL SECURITIES LLC	0.23%	38.24K	1.31M	171	+0.45%
Jun 30, 2026	CASCADES CAPITAL ASSET MANAGEMENT, LLC	0.23%	39.82K	1.37M	-1.78K	-4.27%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	1.35%	228.58K	7.84M	36.9K	+19.25%
Jun 30, 2026	VERUS CAPITAL PARTNERS, LLC	1.35%	228.74K	7.85M	11K	+5.05%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.21%	35.98K	1.23M	372	+1.04%
Jun 30, 2026	JPMORGAN CHASE & CO	0.92%	155.79K	5.33M	33.15K	+27.03%
Jun 30, 2026	FIDUCIARY FINANCIAL ADVISORS	0.25%	41.92K	1.44M	41.92K	+100.00%
Jun 30, 2026	ASCENSION CAPITAL ADVISORS, INC.	0.25%	42.71K	1.47M	855	+2.04%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	2.15%	365.17K	12.53M	42.9K	+13.31%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.26%	43.71K	1.5M	3K	+7.36%
Jun 30, 2026	MARIPAU WEALTH MANAGEMENT LLC	3.59%	609.09K	20.81M	12.22K	+2.05%
Jun 30, 2026	FINANCIAL NETWORK WEALTH ADVISORS LLC	0.24%	41.37K	1.42M	-1.6K	-3.73%
Jun 30, 2026	FINANCIAL STRATEGIES GROUP, INC.	2.69%	456.62K	15.73M	9.93K	+2.22%
Jun 30, 2026	RFG ADVISORY, LLC	0.35%	60.14K	2.06M	-11.06K	-15.53%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.36%	60.97K	2.09M	13.69K	+28.95%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.36%	61.74K	2.11M	-4.4K	-6.65%
Jun 30, 2026	GLEN EAGLE ADVISORS, LLC	0.37%	63.31K	2.17M	13.04K	+25.94%
Jun 30, 2026	INDEPENDENT WEALTH NETWORK INC.	0.41%	68.89K	2.36M	-224	-0.32%
Jun 30, 2026	WAVERLY ADVISORS, LLC	0.44%	75.18K	2.58M	-3.4K	-4.33%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.01%	170.65K	5.86M	-6.75K	-3.80%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	2.2%	373.48K	12.81M	30.18K	+8.79%
Jun 30, 2026	ODONNELL FINANCIAL SERVICES, LLC	0.55%	93.74K	3.22M	-1.78K	-1.86%
Jun 30, 2026	FUNDAMENTUM, LLC	0.56%	94.47K	3.24M	405	+0.43%
Jun 30, 2026	COMPASS FINANCIAL MANAGEMENT LLC	0.58%	97.44K	3.34M	97.44K	+100.00%
Jun 30, 2026	AUSDAL FINANCIAL PARTNERS, INC.	3.72%	630.75K	21.64M	41.14K	+6.98%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.87%	146.87K	5.04M	10.87K	+7.99%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	6.1%	1.03M	35.49M	-92.84K	-8.24%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	9.57%	1.62M	55.63M	157.32K	+10.75%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.59%	99.33K	3.41M	394	+0.40%
Jun 30, 2026	CORE WEALTH ADVISORS, INC.	1.04%	176.51K	6.06M	4.8K	+2.79%
Jun 30, 2026	LPL FINANCIAL LLC	1.09%	185.19K	6.35M	-74.33K	-28.64%
Jun 30, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.89%	150.12K	5.15M	-1.07K	-0.71%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.7%	118.43K	4.06M	4.19K	+3.67%
Jun 30, 2026	BISON WEALTH, LLC	1.54%	261.17K	8.97M	-5.96K	-2.23%
Jun 30, 2026	KEYSTONE FINANCIAL SERVICES, LLC	2.18%	369.11K	12.66M	8.8K	+2.44%
Mar 31, 2026	STRATOS WEALTH ADVISORS, LLC	0.08%	13.27K	425.07K	176	+1.34%
Mar 31, 2026	PFG ADVISORS	0.09%	14.39K	461.12K	-2.06K	-12.53%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	14.43K	462.87K	168	+1.18%
Mar 31, 2026	NEWEDGE WEALTH, LLC	0.09%	15.44K	494.61K	15.44K	+100.00%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.1%	15.83K	507.23K	-2.07K	-11.58%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.11%	18.73K	600.18K	8.96K	+91.71%
Mar 31, 2026	SIMPLICITY WEALTH,LLC	0.12%	19.69K	630.89K	-32.83K	-62.51%
Mar 31, 2026	HBW ADVISORY SERVICES LLC	0.12%	19.7K	631.18K	-1.13K	-5.43%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.13%	21.78K	698.02K	-131.84K	-85.82%
Mar 31, 2026	AUSDAL FINANCIAL PARTNERS, INC.	3.48%	589.61K	18.89M	61.23K	+11.59%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	6.65%	1.13M	36.12M	27.57K	+2.51%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	10.63%	1.8M	57.72M	113.1K	+6.70%
Mar 31, 2026	STOREN LEGACY PARTNERS, LLC	0.78%	132.7K	4.25M	-223.62K	-62.76%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.89%	151.19K	4.84M	17.84K	+13.38%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	2.03%	343.3K	11M	42.98K	+14.31%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	8.64%	1.46M	46.91M	-12.78K	-0.87%
Mar 31, 2026	MARIPAU WEALTH MANAGEMENT LLC	3.52%	596.87K	19.13M	18.67K	+3.23%
Mar 31, 2026	CITADEL ADVISORS LLC	0.22%	37.01K	1.19M	37.01K	+100.00%
Mar 31, 2026	CENTRIC WEALTH MANAGEMENT	0.12%	19.78K	663.72K	-619	-3.03%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	1.9%	322.27K	10.33M	18K	+5.91%
Mar 31, 2026	SIGMA PLANNING CORP	1.41%	238.29K	7.64M	1.89K	+0.80%
Mar 31, 2026		0.78%	132.7K	4.25M	-223.62K	-62.76%
Mar 31, 2026	CASCADES CAPITAL ASSET MANAGEMENT, LLC	0.25%	41.59K	1.33M	-7.25K	-14.84%
Mar 31, 2026	TRINITY WEALTH MANAGEMENT, LLC	0.23%	38.13K	1.22M	152	+0.40%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.21%	35.61K	1.14M	2.28K	+6.85%
Mar 31, 2026	DILIGENT INVESTORS, LLC	0.21%	34.25K	1.1M	-251	-0.73%
Mar 31, 2026	JPMORGAN CHASE & CO	0.72%	122.64K	3.87M	20.08K	+19.58%
Mar 31, 2026	FINANCIAL STRATEGIES GROUP, INC.	2.64%	446.69K	14.97M	19.16K	+4.48%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	2.39%	404.54K	12.96M	-94.4K	-18.92%
Mar 31, 2026	ALLWORTH FINANCIAL LP	10.88%	1.84M	59.09M	46.42K	+2.58%
Mar 31, 2026	COPLEY FINANCIAL GROUP, INC.	2.09%	354.43K	11.36M	-10.12K	-2.78%
Mar 31, 2026	EVOLUTION WEALTH MANAGEMENT INC.	1.43%	241.76K	7.75M	-107.3K	-30.74%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.8%	136.01K	4.36M	16.05K	+13.38%
Mar 31, 2026	ODONNELL FINANCIAL SERVICES, LLC	0.56%	95.51K	3.06M	-4.8K	-4.78%
Mar 31, 2026	FUNDAMENTUM, LLC	0.56%	94.06K	3.01M	-1.1K	-1.15%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.26%	44.45K	1.42M	44.45K	+100.00%
Mar 31, 2026	FOUNDERS FINANCIAL SECURITIES LLC	0.22%	38.07K	1.25M	2.76K	+7.81%
Mar 31, 2026	GWN SECURITIES INC.	0.15%	24.99K	800.69K	-105	-0.42%
Mar 31, 2026	CORE WEALTH ADVISORS, INC.	1.01%	171.71K	5.5M	30.61K	+21.69%
Mar 31, 2026	RFG ADVISORY, LLC	0.42%	71.2K	2.28M	62.31K	+700.80%
Mar 31, 2026	WAVERLY ADVISORS, LLC	0.46%	78.58K	2.52M	-703	-0.89%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.05%	177.4K	5.69M	-10.72K	-5.70%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.13%	191.68K	6.14M	-50.76K	-20.94%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.52%	256.79K	8.23M	-2.88K	-1.11%
Mar 31, 2026	LPL FINANCIAL LLC	1.53%	259.52K	8.32M	-6.05K	-2.28%
Mar 31, 2026	BISON WEALTH, LLC	1.58%	267.13K	9.07M	-142	-0.05%
Mar 31, 2026	SIGNAL ADVISORS WEALTH, LLC	3.4%	576.47K	18.47M	-5.75K	-0.99%
Mar 31, 2026	INDEPENDENT WEALTH NETWORK INC.	0.41%	69.11K	2.21M	-2.53K	-3.53%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.39%	66.14K	2.21M	-5.08K	-7.14%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.24%	40.71K	1.3M	40.71K	+100.00%
Mar 31, 2026	KEYSTONE FINANCIAL SERVICES, LLC	2.13%	360.32K	11.55M	22.85K	+6.77%
Mar 31, 2026	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0.22%	37.22K	1.19M	3.22K	+9.48%
Mar 31, 2026	ASCENSION CAPITAL ADVISORS, INC.	0.25%	41.86K	1.34M	493	+1.19%
Mar 31, 2026	FINANCIAL NETWORK WEALTH ADVISORS LLC	0.25%	42.97K	1.38M	9.26K	+27.48%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.28%	47.28K	1.51M	4.83K	+11.37%
Mar 31, 2026	GLEN EAGLE ADVISORS, LLC	0.3%	50.27K	1.61M	-270	-0.53%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.32%	54.6K	1.75M	-1.61K	-2.86%
Mar 31, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.33%	55.25K	1.77M	-1.84K	-3.22%
Mar 31, 2026	CAPITAL ANALYSTS, LLC	0.35%	60.14K	1.93M	-3.2K	-5.05%
Mar 31, 2026	OPTIMA CAPITAL LLC	0.37%	62.11K	1.99M	-637	-1.02%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.58%	98.93K	3.17M	-358	-0.36%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.67%	114.24K	3.66M	6.44K	+5.97%
Mar 31, 2026	VERUS CAPITAL PARTNERS, LLC	1.28%	217.74K	6.98M	7.55K	+3.59%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.06%	9.85K	315.73K	0	0
Mar 31, 2026	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.07%	11.34K	363.42K	-369	-3.15%
Mar 31, 2026	JANE STREET GROUP, LLC	0.07%	11.38K	364.7K	11.38K	+100.00%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.08%	12.35K	395.66K	964	+8.47%
Mar 31, 2026	RETIREMENT GUYS FORMULA LLC	0.08%	13.21K	423.44K	-20.26K	-60.53%
Dec 31, 2025	OPTIMA CAPITAL LLC	0.37%	62.75K	2.03M	2.33K	+3.86%
Dec 31, 2025	PFG ADVISORS	0.1%	16.45K	531.89K	-3.57K	-17.81%
Dec 31, 2025	ARETE WEALTH ADVISORS, LLC	0.09%	14.87K	481K	-2.91K	-16.38%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	9.83%	1.69M	54.58M	129.65K	+8.32%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	8.6%	1.48M	47.74M	-38.61K	-2.55%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	2.92%	498.94K	16.13M	44.17K	+9.71%
Dec 31, 2025	FINANCIAL STRATEGIES GROUP, INC.	2.55%	427.53K	13.89M	2.82K	+0.66%
Dec 31, 2025	EVOLUTION WEALTH MANAGEMENT INC.	2.05%	349.06K	11.29M	172.44K	+97.63%
Dec 31, 2025	KEYSTONE FINANCIAL SERVICES, LLC	2.01%	337.47K	10.91M	7.24K	+2.19%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	1.79%	300.32K	9.71M	49.7K	+19.83%
Dec 31, 2025	LPL FINANCIAL LLC	1.56%	265.57K	8.59M	-16.14K	-5.73%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.51%	259.67K	8.4M	37K	+16.62%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.41%	242.44K	7.84M	101.71K	+72.27%
Dec 31, 2025	SIGMA PLANNING CORP	1.41%	236.4K	7.64M	6K	+2.60%
Dec 31, 2025	VERUS CAPITAL PARTNERS, LLC	1.23%	210.19K	6.8M	210.19K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.1%	188.12K	6.08M	-423	-0.22%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.89%	153.62K	4.97M	70.19K	+84.12%
Dec 31, 2025	CORE WEALTH ADVISORS, INC.	0.82%	141.1K	4.56M	9.2K	+6.97%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.79%	133.35K	4.31M	133.35K	+100.00%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.71%	119.96K	3.88M	119.96K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.6%	102.55K	3.32M	17.28K	+20.27%
Dec 31, 2025	ODONNELL FINANCIAL SERVICES, LLC	0.6%	100.31K	3.24M	4.09K	+4.25%
Dec 31, 2025	CAPITAL ANALYSTS, LLC	0.37%	63.34K	2.05M	-3.38K	-5.06%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.34%	56.39K	1.82M	9.33K	+19.83%
Dec 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.33%	57.09K	1.85M	-2.45K	-4.12%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.33%	56.21K	1.82M	-1.75K	-3.02%
Dec 31, 2025	SIMPLICITY WEALTH,LLC	0.31%	52.52K	1.7M	-5.84K	-10.00%
Dec 31, 2025	GLEN EAGLE ADVISORS, LLC	0.29%	50.54K	1.63M	408	+0.81%
Dec 31, 2025	CASCADES CAPITAL ASSET MANAGEMENT, LLC	0.29%	48.84K	1.58M	-3.78K	-7.18%
Dec 31, 2025	ASCENSION CAPITAL ADVISORS, INC.	0.24%	41.37K	1.34M	41.37K	+100.00%
Dec 31, 2025	TRINITY WEALTH MANAGEMENT, LLC	0.23%	37.98K	1.23M	-1.67K	-4.22%
Dec 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.21%	35.31K	1.14M	1.66K	+4.93%
Dec 31, 2025	DILIGENT INVESTORS, LLC	0.21%	34.5K	1.12M	-100	-0.29%
Dec 31, 2025	RETIREMENT GUYS FORMULA LLC	0.2%	33.48K	1.08M	-432.97K	-92.82%
Dec 31, 2025	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0.2%	34K	1.1M	258	+0.76%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.2%	33.32K	1.08M	20.73K	+164.52%
Dec 31, 2025	FINANCIAL NETWORK WEALTH ADVISORS LLC	0.2%	33.71K	1.09M	26.28K	+353.61%
Dec 31, 2025	HBW ADVISORY SERVICES LLC	0.12%	20.83K	673.34K	6.4K	+44.38%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.12%	21.07K	681.19K	-2.5K	-10.61%
Dec 31, 2025	CENTRIC WEALTH MANAGEMENT	0.12%	20.4K	664.71K	-405	-1.95%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.1%	17.9K	578.8K	17.9K	+100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.58%	99.29K	3.21M	-95.33K	-48.98%
Dec 31, 2025	FUNDAMENTUM, LLC	0.57%	95.16K	3.08M	-1.95K	-2.01%
Dec 31, 2025	BISON WEALTH, LLC	1.59%	267.27K	8.52M	-565.39K	-67.90%
Dec 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.08%	13.09K	423.17K	6.15K	+88.71%
Dec 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.07%	11.71K	378.58K	11.71K	+100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	10.71%	1.8M	58.12M	58.15K	+3.34%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	6.4%	1.1M	35.55M	38.08K	+3.59%
Dec 31, 2025	SIGNAL ADVISORS WEALTH, LLC	3.47%	582.22K	18.82M	4.58K	+0.79%
Dec 31, 2025		2.12%	356.31K	11.52M	356.31K	+100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	1.77%	304.27K	9.84M	72.47K	+31.26%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.46%	79.29K	2.56M	79.29K	+100.00%
Dec 31, 2025	INDEPENDENT WEALTH NETWORK INC.	0.43%	71.64K	2.32M	-563	-0.78%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.63%	107.8K	3.49M	49.85K	+86.03%
Dec 31, 2025	COPLEY FINANCIAL GROUP, INC.	2.12%	364.55K	11.79M	71.99K	+24.60%
Dec 31, 2025	AUSDAL FINANCIAL PARTNERS, INC.	3.1%	528.38K	17.08M	60.2K	+12.86%
Dec 31, 2025	MARIPAU WEALTH MANAGEMENT LLC	3.37%	578.2K	18.71M	4.93K	+0.86%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.42%	71.22K	2.32M	854	+1.21%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.19%	31.89K	1.03M	-10.19K	-24.22%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	14.27K	463.62K	5.36K	+60.12%
Dec 31, 2025	GWN SECURITIES INC.	0.15%	25.09K	811.22K	1.95K	+8.44%
Sep 30, 2025	UNITING WEALTH PARTNERS, LLC	1.03%	166.59K	5.26M	166.59K	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	32.19K	1.02M	19.58K	+155.19%
Sep 30, 2025	CORE WEALTH ADVISORS, INC.	0.82%	131.91K	4.17M	-36.32K	-21.59%
Sep 30, 2025	CAPITAL ANALYSTS, LLC	0.41%	66.72K	2.11M	1.94K	+3.00%
Sep 30, 2025	NEW CENTURY FINANCIAL GROUP, LLC	0.19%	31.27K	987.95K	-46.28K	-59.68%
Sep 30, 2025	ODONNELL FINANCIAL SERVICES, LLC	0.6%	96.22K	3.04M	-33.55K	-25.85%
Sep 30, 2025	PFG ADVISORS	0.12%	20.02K	632.44K	-1.43K	-6.67%
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	0.11%	17.78K	562K	-2.7K	-13.18%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.1%	16.34K	516.33K	4.52K	+38.20%
Sep 30, 2025	HBW ADVISORY SERVICES LLC	0.09%	14.43K	455.76K	-289	-1.96%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.22%	35.51K	1.12M	-1.26K	-3.41%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	9.64%	1.56M	49.25M	192.03K	+14.05%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	1.2%	194.62K	6.15M	18.44K	+10.47%
Sep 30, 2025	OPTIMA CAPITAL LLC	0.37%	60.41K	1.91M	-5.15K	-7.85%
Sep 30, 2025	SIMPLICITY WEALTH,LLC	0.36%	58.36K	1.84M	58.36K	+100.00%
Sep 30, 2025	GWN SECURITIES INC.	0.14%	23.14K	731.4K	-27.95K	-54.70%
Sep 30, 2025	JPMORGAN CHASE & CO	0.53%	85.27K	2.69M	5.96K	+7.52%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.08%	12.6K	398.1K	11.15K	+768.83%
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.07%	11.15K	352.13K	-245	-2.15%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.07%	11.04K	348.72K	11.04K	+100.00%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.06%	10.45K	330.2K	0	0
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	8.91K	281.71K	2.15K	+31.87%
Sep 30, 2025	NOVEM GROUP	0.05%	8.65K	273.3K	0	0
Sep 30, 2025	CWM, LLC	0.05%	8.47K	268K	-1.33K	-13.52%
Sep 30, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.05%	7.61K	240.5K	0	0
Sep 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.05%	7.57K	239.05K	7.57K	+100.00%
Sep 30, 2025	FINANCIAL NETWORK WEALTH ADVISORS LLC	0.05%	7.43K	234.78K	6.32K	+566.46%
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.04%	6.94K	219.14K	-193	-2.71%
Sep 30, 2025	RFG ADVISORY, LLC	0.04%	6.57K	207.68K	6.57K	+100.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.02%	3.89K	122.91K	3.89K	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	2.06K	64.96K	-1.64K	-44.30%
Sep 30, 2025	CENTRIC WEALTH MANAGEMENT	0.13%	20.8K	663.76K	-1.75K	-7.76%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	2.81%	454.77K	14.37M	-16.92K	-3.59%
Sep 30, 2025	BRASS TAX WEALTH MANAGEMENT, INC	2.73%	441.87K	13.96M	-237.75K	-34.98%
Sep 30, 2025	COPLEY FINANCIAL GROUP, INC.	1.81%	292.57K	9.24M	50.48K	+20.85%
Sep 30, 2025	LPL FINANCIAL LLC	1.74%	281.71K	8.9M	-4.77K	-1.66%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	1.55%	250.62K	7.92M	194.75K	+348.61%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	1.43%	231.8K	7.32M	25.43K	+12.32%
Sep 30, 2025	SIGMA PLANNING CORP	1.42%	230.41K	7.28M	-6.74K	-2.84%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	9.37%	1.52M	47.54M	127.34K	+9.17%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	6.57%	1.06M	33.54M	53.74K	+5.33%
Sep 30, 2025	BISON WEALTH, LLC	5.15%	832.66K	26.35M	-91.73K	-9.92%
Sep 30, 2025	SIGNAL ADVISORS WEALTH, LLC	3.57%	577.65K	18.25M	2.89K	+0.50%
Sep 30, 2025	MARIPAU WEALTH MANAGEMENT LLC	3.55%	573.27K	18.11M	-1.57K	-0.27%
Sep 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	2.9%	468.17K	14.79M	76.61K	+19.57%
Sep 30, 2025	RETIREMENT GUYS FORMULA LLC	2.89%	466.45K	14.74M	-6.32K	-1.34%
Sep 30, 2025	FINANCIAL STRATEGIES GROUP, INC.	2.63%	424.71K	13.52M	6.73K	+1.61%
Sep 30, 2025	KEYSTONE FINANCIAL SERVICES, LLC	2.04%	330.23K	10.43M	9.39K	+2.93%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.38%	222.67K	7.04M	7.41K	+3.44%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.17%	188.54K	5.96M	18.77K	+11.05%
Sep 30, 2025	EVOLUTION WEALTH MANAGEMENT INC.	1.09%	176.62K	5.58M	-9.7K	-5.21%
Sep 30, 2025	DILIGENT INVESTORS, LLC	0.21%	34.6K	1.09M	0	0
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.87%	140.73K	4.45M	-46.47K	-24.83%
Sep 30, 2025	FUNDAMENTUM, LLC	0.6%	97.11K	3.07M	-45.32K	-31.82%
Sep 30, 2025	SUGAR MAPLE ASSET MANAGEMENT, LLC	0.55%	88.97K	2.81M	-33.66K	-27.45%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.52%	83.44K	2.64M	-15.5K	-15.67%
Sep 30, 2025	INDEPENDENT WEALTH NETWORK INC.	0.45%	72.2K	2.28M	-6.18K	-7.88%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.44%	70.37K	2.25M	0	0
Sep 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.37%	59.54K	1.88M	-1.64K	-2.67%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.36%	57.96K	1.83M	-2.11K	-3.51%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.36%	57.95K	1.83M	-1.73K	-2.89%
Sep 30, 2025	CASCADES CAPITAL ASSET MANAGEMENT, LLC	0.33%	52.62K	1.66M	-5.7K	-9.77%
Sep 30, 2025	GLEN EAGLE ADVISORS, LLC	0.31%	50.13K	1.58M	-3.75K	-6.95%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.29%	47.06K	1.49M	4.25K	+9.92%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.26%	42.08K	1.33M	42.08K	+100.00%
Sep 30, 2025	TRINITY WEALTH MANAGEMENT, LLC	0.25%	39.65K	1.25M	-326	-0.82%
Sep 30, 2025	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0.21%	33.74K	1.07M	33.74K	+100.00%
Sep 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.21%	33.65K	1.06M	79	+0.24%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.15%	23.57K	744.7K	-4.03K	-14.59%
Sep 30, 2025	ALLWORTH FINANCIAL LP	10.76%	1.74M	54.96M	71.61K	+4.29%
Jun 30, 2025	LPL FINANCIAL LLC	1.86%	286.48K	8.73M	2.21K	+0.78%
Jun 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	2.54%	391.56K	11.93M	12.96K	+3.42%
Jun 30, 2025	CASCADES CAPITAL ASSET MANAGEMENT, LLC	0.38%	58.32K	1.78M	-22.53K	-27.86%
Jun 30, 2025	OPTIMA CAPITAL LLC	0.43%	65.56K	2M	-1.58K	-2.35%
Jun 30, 2025	EVOLUTION WEALTH MANAGEMENT INC.	1.21%	186.32K	5.68M	186.32K	+100.00%
Jun 30, 2025	BISON WEALTH, LLC	5.99%	924.39K	28.19M	22.82K	+2.53%
Jun 30, 2025	FINANCIAL STRATEGIES GROUP, INC.	2.71%	417.98K	12.79M	7.54K	+1.84%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	3.06%	471.69K	14.38M	-270.9K	-36.48%
Jun 30, 2025	RETIREMENT GUYS FORMULA LLC	3.06%	472.77K	14.41M	117.6K	+33.11%
Jun 30, 2025	SIGNAL ADVISORS WEALTH, LLC	3.73%	574.75K	17.52M	-1.1K	-0.19%
Jun 30, 2025	MARIPAU WEALTH MANAGEMENT LLC	3.73%	574.83K	17.52M	-1.02K	-0.18%
Jun 30, 2025	BRASS TAX WEALTH MANAGEMENT, INC	4.41%	679.62K	20.71M	623.16K	+1,103.72%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	6.53%	1.01M	30.72M	36.54K	+3.76%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	9%	1.39M	42.31M	190.42K	+15.90%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	8.86%	1.37M	41.65M	-188.01K	-12.09%
Jun 30, 2025	ALLWORTH FINANCIAL LP	10.81%	1.67M	50.84M	40.89K	+2.51%
Jun 30, 2025	CENTRIC WEALTH MANAGEMENT	0.15%	22.55K	698.63K	-774	-3.32%
Jun 30, 2025		0.38%	58.32K	1.78M	-22.53K	-27.86%
Jun 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.22%	33.57K	1.02M	33.57K	+100.00%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.24%	36.76K	1.12M	433	+1.19%
Jun 30, 2025	TRINITY WEALTH MANAGEMENT, LLC	0.26%	39.98K	1.22M	-4K	-9.10%
Jun 30, 2025	JPMORGAN CHASE & CO	0.51%	79.31K	2.42M	66.96K	+542.33%
Jun 30, 2025	CORE WEALTH ADVISORS, INC.	1.09%	168.23K	5.13M	24.99K	+17.45%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.1%	169.78K	5.18M	-46.37K	-21.45%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	1.14%	176.18K	5.37M	34.98K	+24.77%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.21%	187.2K	5.71M	-430.41K	-69.69%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	1.34%	206.37K	6.29M	96.34K	+87.56%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.4%	215.26K	6.56M	29.74K	+16.03%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.64%	98.94K	3.02M	-1.48K	-1.47%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.39%	59.68K	1.84M	-75.65K	-55.90%
Jun 30, 2025	ERGAWEALTH ADVISORS, INC.	0.27%	40.97K	1.25M	584	+1.45%
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	0.13%	20.48K	624K	5.43K	+36.09%
Jun 30, 2025	PFG ADVISORS	0.14%	21.45K	653.74K	4.37K	+25.61%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.28%	42.81K	1.3M	-2.86K	-6.27%
Jun 30, 2025	GWN SECURITIES INC.	0.33%	51.08K	1.56M	24.26K	+90.43%
Jun 30, 2025	GLEN EAGLE ADVISORS, LLC	0.35%	53.88K	1.64M	2.45K	+4.76%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.36%	55.87K	1.7M	5.48K	+10.87%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.39%	60.07K	1.83M	-348	-0.58%
Jun 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.4%	61.17K	1.86M	-1.22K	-1.96%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0.42%	64.77K	1.97M	1.62K	+2.56%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.46%	70.37K	2.17M	0	0
Jun 30, 2025	ODONNELL FINANCIAL SERVICES, LLC	0.84%	129.77K	3.96M	-9.84K	-7.05%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.87%	134.68K	4.11M	17.89K	+15.32%
Jun 30, 2025	FUNDAMENTUM, LLC	0.92%	142.43K	4.34M	43.33K	+43.73%
Jun 30, 2025	DILIGENT INVESTORS, LLC	0.22%	34.6K	1.05M	-775	-2.19%
Jun 30, 2025	COPLEY FINANCIAL GROUP, INC.	1.57%	242.08K	7.38M	149.48K	+161.41%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.18%	27.6K	841.1K	3.96K	+16.75%
Jun 30, 2025	KEYSTONE FINANCIAL SERVICES, LLC	2.08%	320.84K	9.78M	15.73K	+5.16%
Jun 30, 2025	NEW CENTURY FINANCIAL GROUP, LLC	0.5%	77.55K	2.36M	77.55K	+100.00%
Jun 30, 2025	INDEPENDENT WEALTH NETWORK INC.	0.51%	78.38K	2.39M	-2.45K	-3.03%
Jun 30, 2025	SUGAR MAPLE ASSET MANAGEMENT, LLC	0.79%	122.63K	3.74M	-60.53K	-33.05%
Jun 30, 2025	SIGMA PLANNING CORP	1.54%	237.15K	7.23M	-18.14K	-7.11%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.17%	23.64K	674.78K	13.15K	+125.42%
Mar 31, 2025	ARETE WEALTH ADVISORS, LLC	0.11%	15.05K	430K	7.12K	+89.90%
Mar 31, 2025	DILIGENT INVESTORS, LLC	0.25%	35.37K	1.01M	0	0
Mar 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.32%	45.67K	1.3M	6.92K	+17.84%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.35%	50.39K	1.44M	1.59K	+3.25%
Mar 31, 2025	GLEN EAGLE ADVISORS, LLC	0.36%	51.43K	1.47M	7.68K	+17.55%
Mar 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.36%	52.25K	1.49M	37.11K	+245.09%
Mar 31, 2025	CAPITAL ANALYSTS, LLC	0.44%	63.15K	1.8M	1.24K	+2.01%
Mar 31, 2025		0.47%	67.14K	1.92M	-17.03K	-20.23%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.95%	135.32K	3.86M	30.08K	+28.59%
Mar 31, 2025	ODONNELL FINANCIAL SERVICES, LLC	0.97%	139.62K	3.99M	-54.82K	-28.20%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.99%	141.2K	4.03M	39.55K	+38.90%
Mar 31, 2025	CORE WEALTH ADVISORS, INC.	1%	143.23K	4.09M	24.68K	+20.81%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.25%	36.33K	1.04M	3.95K	+12.18%
Mar 31, 2025	ERGAWEALTH ADVISORS, INC.	0.28%	40.38K	1.15M	849	+2.15%
Mar 31, 2025	TRINITY WEALTH MANAGEMENT, LLC	0.31%	43.98K	1.26M	43.98K	+100.00%
Mar 31, 2025	BRASS TAX WEALTH MANAGEMENT, INC	0.39%	56.46K	1.61M	56.46K	+100.00%
Mar 31, 2025	SUGAR MAPLE ASSET MANAGEMENT, LLC	1.28%	183.15K	5.23M	51.68K	+39.31%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.42%	60.42K	1.72M	414	+0.69%
Mar 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.44%	62.4K	1.78M	-1.16K	-1.82%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	4.31%	617.61K	17.63M	5.72K	+0.93%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	5.19%	742.59K	21.2M	5.27K	+0.72%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	8.36%	1.2M	34.19M	168.8K	+16.41%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	6.78%	971.34K	27.73M	223.48K	+29.88%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	10.86%	1.55M	44.38M	-141.07K	-8.32%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	16.64K	474.99K	16.64K	+100.00%
Mar 31, 2025	NAPA WEALTH MANAGEMENT	0.12%	17.41K	497.03K	17.41K	+100.00%
Mar 31, 2025	GWN SECURITIES INC.	0.19%	26.83K	765.85K	26.83K	+100.00%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.77%	110.03K	3.14M	109.88K	+74,242.57%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.82%	116.79K	3.33M	-2.14K	-1.80%
Mar 31, 2025	LPL FINANCIAL LLC	1.99%	284.26K	8.12M	-58.62K	-17.10%
Mar 31, 2025	AUSDAL FINANCIAL PARTNERS, INC.	2.64%	378.6K	10.81M	126.37K	+50.10%
Mar 31, 2025	FINANCIAL STRATEGIES GROUP, INC.	2.87%	410.44K	11.48M	-2.68K	-0.65%
Mar 31, 2025	SIGNAL ADVISORS WEALTH, LLC	4.02%	575.85K	16.44M	9.51K	+1.68%
Mar 31, 2025	ALLWORTH FINANCIAL LP	11.36%	1.63M	45.95M	103.34K	+6.78%
Mar 31, 2025	RETIREMENT GUYS FORMULA LLC	2.48%	355.16K	10.14M	-167.64K	-32.07%
Mar 31, 2025	HBW ADVISORY SERVICES LLC	0.1%	13.7K	391.02K	-887	-6.08%
Mar 31, 2025	MARIPAU WEALTH MANAGEMENT LLC	4.02%	575.85K	16.44M	9.51K	+1.68%
Mar 31, 2025	PFG ADVISORS	0.12%	17.08K	487.49K	334	+2.00%
Mar 31, 2025	CENTRIC WEALTH MANAGEMENT	0.16%	23.33K	665.93K	-11.42K	-32.88%
Mar 31, 2025	INDEPENDENT WEALTH NETWORK INC.	0.56%	80.83K	2.31M	-3.6K	-4.27%
Mar 31, 2025	FUNDAMENTUM, LLC	0.69%	99.1K	2.83M	99.1K	+100.00%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.7%	100.41K	2.87M	-69.35K	-40.85%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.3%	185.53K	5.3M	33.44K	+21.99%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.51%	216.15K	6.17M	20.23K	+10.33%
Mar 31, 2025	SIGMA PLANNING CORP	1.78%	255.29K	7.29M	6.31K	+2.53%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.49%	70.37K	2.01M	-14.61K	-17.19%

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