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

Who are the major shareholders selling Pacer Trendpilot International ETF stock?

CONCURRENT INVESTMENT ADVISORS, LLC, in the last quarter, reduced its stake in PTIN by -13.58% restricting it's holding to 8.57 thousand shares of worth nearly $314.26K. MGO ONE SEVEN LLC also lessened -0.81% of the PTIN shares from its portfolio, reducing its holding to 6.24 thousand shares of worth $228.78K. NEWEDGE ADVISORS, LLC also shunned PTIN shares holding by -1.37% last quarter which brought its holding to 18.73 thousand shares worth $686.79K.

Investors who are buying PTIN stock?

As per its latest 13F filing, GEOWEALTH MANAGEMENT, LLC increased its stake in PTIN by 5.98% in the last quarter. The institutional holder raised its holding to 11.93 thousand shares having worth more than $437.62K. SYKON CAPITAL LLC also added 100% more shares of PTIN to its portfolio, raising its holding to 6.12 thousand shares of worth $224.48K. NFP RETIREMENT, INC. also increased its PTIN shares holding by 1.18% which brought its holding to 15.73 thousand shares worth $576.64K.

PTIN's major insiders: who are they?

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

Did an insider recently sell PTIN stock?

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

Which insider recently purchased PTIN stock?

There have been 0 transaction(s) during the past 6-months in which Pacer Trendpilot International ETF insiders have bought stock, totalling 0 shares

How much of PTIN does insiders own?

Around 0 Pacer Trendpilot International ETF shares are held by insiders, which represents about N/A of PTIN stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in PTIN?

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC is the largest institutional owner in PTIN which holds 942 shares worth $34.08K or 0.02% of the total PTIN shares outstanding followed by JACOBI CAPITAL MANAGEMENT LLC with ownership of 12.38 thousand shares representing 0.25% of the PTIN ownership. GEOWEALTH MANAGEMENT, LLC is the third largest stakeholder with 11.93 thousand shares or 0.24% of the ownership worth more than $437.62K.

Is Pacer Trendpilot International 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 PTIN is concerned, it is a stock which is optionable.

Is there a short position on PTIN's shares?

Number of PTIN 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 PTIN shares are there?

As of today, null shares of PTIN are outstanding.

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

PTIN 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 PTIN is null.

Pacer Trendpilot International ETF (PTIN) 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. INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC is the top corporate investor, holding 942 shares valued at $34.08K. A 0.02% stake in Pacer Trendpilot International ETF is owned by the company. JACOBI CAPITAL MANAGEMENT LLC owns 12.38K shares valued at $453.87K, which translates its holding of 0.25% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.02%	942	34.08K	0	0
Jun 30, 2026	JACOBI CAPITAL MANAGEMENT LLC	0.25%	12.38K	453.87K	0	0
Jun 30, 2026	GEOWEALTH MANAGEMENT, LLC	0.24%	11.93K	437.62K	673	+5.98%
Jun 30, 2026	PRIVATE TRUST CO NA	0.19%	9.27K	340.04K	0	0
Jun 30, 2026	CLARK ASSET MANAGEMENT, LLC	0.18%	9.05K	332.01K	0	0
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.17%	8.57K	314.26K	-1.35K	-13.58%
Jun 30, 2026	MGO ONE SEVEN LLC	0.13%	6.24K	228.78K	-51	-0.81%
Jun 30, 2026	SYKON CAPITAL LLC	0.12%	6.12K	224.48K	6.12K	+100.00%
Jun 30, 2026	NFP RETIREMENT, INC.	0.32%	15.73K	576.64K	184	+1.18%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.47%	23.37K	857.07K	5.05K	+27.57%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.38%	18.73K	686.79K	-260	-1.37%
Jun 30, 2026	ADE, LLC	0.37%	18.43K	675.69K	-2.49K	-11.88%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.1%	5.15K	188.78K	391	+8.22%
Jun 30, 2026	AMERIFLEX GROUP, INC.	0.06%	2.8K	102.57K	1.51K	+117.33%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.05%	2.38K	87.09K	0	0
Jun 30, 2026	IFP ADVISORS, INC	0.03%	1.25K	45.76K	0	0
Jun 30, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.02%	1.06K	38.98K	0	0
Jun 30, 2026	LEGACY TRUST	0.29%	14.55K	533.55K	0	0
Jun 30, 2026	IFG ADVISORY, LLC	0.02%	884	32.43K	884	+100.00%
Jun 30, 2026	REGATTA RESEARCH & MONEY MANAGEMENT	0.02%	876	32.07K	876	+100.00%
Jun 30, 2026	MORGAN STANLEY	0.03%	1.35K	49.34K	0	0
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.41%	20.44K	749.4K	1.9K	+10.25%
Jun 30, 2026	MONECO ADVISORS, LLC	0.42%	20.68K	758.33K	-756	-3.53%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.8%	39.76K	1.46M	-6.84K	-14.67%
Jun 30, 2026	ONE DEGREE ADVISORS INC	0.83%	41.13K	1.49M	2.28K	+5.87%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.6%	129.32K	4.74M	-1.69K	-1.29%
Jun 30, 2026	EMPIRICAL FINANCE, LLC	3.08%	152.82K	5.6M	-40.26K	-20.85%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.95%	47.44K	1.74M	-71.69K	-60.18%
Jun 30, 2026	JANE STREET GROUP, LLC	0.94%	46.63K	1.71M	46.63K	+100.00%
Jun 30, 2026	KATHMERE CAPITAL MANAGEMENT, LLC	0.57%	28.39K	1.04M	-938	-3.20%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.74%	36.93K	1.35M	8.69K	+30.78%
Jun 30, 2026	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.75%	37.27K	1.37M	-3.69K	-9.02%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	5.7%	283.07K	10.38M	-10.54K	-3.59%
Jun 30, 2026	PACER ADVISORS, INC.	6.85%	340.6K	12.49M	3.47K	+1.03%
Jun 30, 2026	UNIQUE WEALTH, LLC	1.06%	52.63K	1.93M	40.26K	+325.27%
Jun 30, 2026	ROYAL BANK OF CANADA	0.72%	35.98K	1.32M	-560	-1.53%
Jun 30, 2026	J2 CAPITAL MANAGEMENT INC	0.2%	9.89K	362.74K	-78	-0.78%
Jun 30, 2026	HENDERSON BROTHERS FINANCIAL PARTNERS, LLC	0.77%	38.05K	1.4M	-34.49K	-47.55%
Jun 30, 2026	STIFEL FINANCIAL CORP	1%	49.85K	1.83M	-1.28K	-2.51%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.41%	69.93K	2.56M	-3.82K	-5.18%
Jun 30, 2026	MATHER GROUP, LLC.	1.58%	78.62K	2.88M	-16.47K	-17.32%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	1.97%	98.01K	3.59M	1.64K	+1.70%
Jun 30, 2026	ALPHACORE CAPITAL LLC	4.23%	210.04K	7.7M	10.85K	+5.45%
Jun 30, 2026	BULLOCK WEALTH MANAGEMENT GROUP	4.32%	214.63K	7.76M	14.82K	+7.42%
Jun 30, 2026	MBL WEALTH, LLC	5.04%	250.35K	9.18M	-2.29K	-0.91%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	8.03%	398.97K	14.63M	-26.57K	-6.24%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	9.12%	453.28K	16.62M	-244.35K	-35.03%
Jun 30, 2026	LPL FINANCIAL LLC	11.07%	550.21K	20.18M	17.39K	+3.26%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.31%	15.54K	569.82K	-2	-0.01%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.3%	14.86K	545.03K	-1.29K	-8.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.94%	46.6K	1.52M	250	+0.54%
Mar 31, 2026	STIFEL FINANCIAL CORP	1.03%	51.13K	1.66M	-302	-0.59%
Mar 31, 2026	NFP RETIREMENT, INC.	0.31%	15.54K	505.39K	-2.28K	-12.79%
Mar 31, 2026	PRIVATE TRUST CO NA	0.19%	9.27K	301.56K	0	0
Mar 31, 2026		1.42%	72.53K	2.36M	72.53K	+100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	1.94%	96.37K	3.13M	4.42K	+4.81%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.4%	119.12K	3.87M	22.61K	+23.43%
Mar 31, 2026	ADE, LLC	0.42%	20.91K	680.02K	-2.39K	-10.26%
Mar 31, 2026	IFP ADVISORS, INC	0.03%	1.25K	40.59K	0	0
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.64%	131.01K	4.26M	4.3K	+3.39%
Mar 31, 2026	EMPIRICAL FINANCE, LLC	3.89%	193.08K	6.28M	193.08K	+100.00%
Mar 31, 2026	MBL WEALTH, LLC	5.08%	252.65K	8.22M	5.87K	+2.38%
Mar 31, 2026	ASSETMARK, INC	0%	202	6.57K	202	+100.00%
Mar 31, 2026	AMERIFLEX GROUP, INC.	0.03%	1.29K	41.85K	1.29K	+100.00%
Mar 31, 2026	MORGAN STANLEY	0.03%	1.35K	43.75K	-252	-15.78%
Mar 31, 2026	JACOBI CAPITAL MANAGEMENT LLC	0.25%	12.38K	402.5K	0	0
Mar 31, 2026	PACER ADVISORS, INC.	6.78%	337.13K	10.96M	-16.36K	-4.63%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	8.56%	425.54K	13.84M	-12.91K	-2.95%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	5.91%	293.61K	9.55M	-77	-0.03%
Mar 31, 2026	BANKPLUS TRUST DEPARTMENT	0%	0	-	-538	-100.00%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.01%	722	23.48K	722	+100.00%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.02%	1.06K	34.57K	0	0
Mar 31, 2026	JPMORGAN CHASE & CO	0%	1	48	0	0
Mar 31, 2026	AXIOM FINANCIAL STRATEGIES, LLC	0%	0	-	-207.79K	-100.00%
Mar 31, 2026	UBS GROUP AG	0%	0	-	-61	-100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0%	0	-	-24.18K	-100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	14.04%	697.63K	22.69M	386.21K	+124.01%
Mar 31, 2026	MONECO ADVISORS, LLC	0.43%	21.44K	697.09K	270	+1.28%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0%	0	-	-7K	-100.00%
Mar 31, 2026	HENDERSON BROTHERS FINANCIAL PARTNERS, LLC	1.46%	72.53K	2.36M	72.53K	+100.00%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.02%	942	31.22K	0	0
Mar 31, 2026	MGO ONE SEVEN LLC	0.13%	6.29K	204.55K	-249	-3.81%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.2%	9.92K	322.5K	0	0
Mar 31, 2026	J2 CAPITAL MANAGEMENT INC	0.2%	9.97K	324.22K	-249	-2.44%
Mar 31, 2026	GEOWEALTH MANAGEMENT, LLC	0.23%	11.26K	366.22K	11.26K	+100.00%
Mar 31, 2026	UNIQUE WEALTH, LLC	0.25%	12.38K	402.47K	0	0
Mar 31, 2026	MATHER GROUP, LLC.	1.91%	95.09K	3.09M	95.09K	+100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.48%	73.75K	2.4M	1.24K	+1.72%
Mar 31, 2026	CLARK ASSET MANAGEMENT, LLC	0.18%	9.05K	294.44K	9.05K	+100.00%
Mar 31, 2026	LEGACY TRUST	0.29%	14.55K	473.17K	1.75K	+13.67%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.31%	15.54K	505.39K	-15.85K	-50.50%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.33%	16.16K	525.4K	704	+4.56%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.38%	18.99K	617.52K	-4.38K	-18.75%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.57%	28.24K	918.34K	3.75K	+15.30%
Mar 31, 2026	KATHMERE CAPITAL MANAGEMENT, LLC	0.59%	29.32K	953.58K	171	+0.59%
Mar 31, 2026	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.82%	40.96K	1.33M	-2.18K	-5.05%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.01%	450	14.63K	0	0
Mar 31, 2026	CITADEL ADVISORS LLC	0.13%	6.56K	213.36K	-1.05K	-13.82%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.15%	7.58K	246.5K	-410	-5.13%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.37%	18.32K	595.8K	-15.01K	-45.03%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.1%	4.76K	154.7K	1.37K	+40.41%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.05%	2.38K	77.24K	400	+20.25%
Mar 31, 2026	ALPHACORE CAPITAL LLC	4.01%	199.19K	6.48M	5.42K	+2.80%
Mar 31, 2026	ONE DEGREE ADVISORS INC	0.78%	38.85K	1.26M	-95	-0.24%
Mar 31, 2026	ROYAL BANK OF CANADA	0.74%	36.54K	1.19M	124	+0.34%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.37%	18.54K	602.8K	-9.24K	-33.26%
Mar 31, 2026	LPL FINANCIAL LLC	10.72%	532.82K	17.33M	-49.93K	-8.57%
Dec 31, 2025	MBL WEALTH, LLC	5.09%	246.78K	7.76M	778	+0.32%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.49%	23.37K	734.99K	7.55K	+47.74%
Dec 31, 2025	IFP ADVISORS, INC	0.03%	1.25K	39.25K	0	0
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.02%	1.06K	33.43K	0	0
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.02%	942	29.63K	942	+100.00%
Dec 31, 2025	BANKPLUS TRUST DEPARTMENT	0.01%	538	16.92K	538	+100.00%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	450	14.15K	0	0
Dec 31, 2025	UBS GROUP AG	0%	61	1.92K	-184	-75.10%
Dec 31, 2025	JPMORGAN CHASE & CO	0%	1	48	-231	-99.57%
Dec 31, 2025	ASSETMARK, INC	0%	0	-	-978	-100.00%
Dec 31, 2025	LEGACY TRUST	0.26%	12.8K	402.56K	0	0
Dec 31, 2025	DEANE RETIREMENT STRATEGIES, INC.	0%	0	-	-337	-100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-23.78K	-100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.04%	1.98K	62.11K	-300	-13.19%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.07%	3.39K	106.55K	195	+6.11%
Dec 31, 2025	PRIVATE TRUST CO NA	0.19%	9.27K	291.64K	0	0
Dec 31, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.26%	12.38K	389.26K	0	0
Dec 31, 2025	NFP RETIREMENT, INC.	0.38%	17.82K	560.47K	17.82K	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.7%	33.33K	1.05M	-47.49K	-58.76%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	6.56%	311.42K	9.79M	-1.74K	-0.56%
Dec 31, 2025	PACER ADVISORS, INC.	7.29%	353.49K	11.12M	-47.33K	-11.81%
Dec 31, 2025	LPL FINANCIAL LLC	12.28%	582.75K	18.33M	-11.94K	-2.01%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.2%	9.92K	311.89K	405	+4.26%
Dec 31, 2025	ROYAL BANK OF CANADA	0.77%	36.42K	1.15M	-11.1K	-23.35%
Dec 31, 2025	EMPIRICAL FINANCE, LLC	0%	0	-	-193.08K	-100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	0	-	-309	-100.00%
Dec 31, 2025	MORGAN STANLEY	0.03%	1.6K	50.25K	252	+18.74%
Dec 31, 2025	MGO ONE SEVEN LLC	0.13%	6.54K	205.65K	6.54K	+100.00%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.15%	7K	220.19K	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0.16%	7.61K	239.43K	-16.13K	-67.93%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.17%	7.99K	251.29K	350	+4.58%
Dec 31, 2025	J2 CAPITAL MANAGEMENT INC	0.21%	10.22K	321.39K	852	+9.10%
Dec 31, 2025	UNIQUE WEALTH, LLC	0.26%	12.38K	389.23K	0	0
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.33%	15.45K	485.98K	0	0
Dec 31, 2025	MONECO ADVISORS, LLC	0.44%	21.17K	665.68K	-1.67K	-7.33%
Dec 31, 2025	ADE, LLC	0.49%	23.3K	732.88K	-1.18K	-4.82%
Dec 31, 2025	JANE STREET GROUP, LLC	0.5%	24.18K	760.59K	-41K	-62.90%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.52%	24.49K	789.66K	12.89K	+111.13%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.59%	27.77K	873.48K	-624	-2.20%
Dec 31, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.6%	29.15K	916.83K	-1.7K	-5.51%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.66%	31.39K	987.31K	299	+0.96%
Dec 31, 2025	ONE DEGREE ADVISORS INC	0.82%	38.95K	1.22M	3.36K	+9.43%
Dec 31, 2025	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.89%	43.14K	1.36M	-4.47K	-9.39%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.98%	46.35K	1.46M	-1.68K	-3.50%
Dec 31, 2025	STIFEL FINANCIAL CORP	1.08%	51.43K	1.62M	89	+0.17%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.49%	72.5K	2.28M	-2.53K	-3.37%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	1.94%	91.95K	2.89M	10.43K	+12.79%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.04%	96.51K	3.04M	9.41K	+10.80%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.67%	126.71K	3.98M	9.47K	+8.08%
Dec 31, 2025	ALPHACORE CAPITAL LLC	3.99%	193.77K	6.25M	193.77K	+100.00%
Dec 31, 2025	AXIOM FINANCIAL STRATEGIES, LLC	4.28%	207.79K	6.53M	-970	-0.46%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	6.19%	293.68K	9.24M	-10.08K	-3.32%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	9.25%	438.46K	13.79M	4.26K	+0.98%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.58%	31.09K	947.43K	-687	-2.16%
Sep 30, 2025	UBS GROUP AG	0%	245	7.47K	245	+100.00%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.22%	11.6K	353.45K	11.6K	+100.00%
Sep 30, 2025	DEANE RETIREMENT STRATEGIES, INC.	0.01%	337	10.27K	-115	-25.44%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	232	7.09K	219	+1,684.62%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.01%	309	9.42K	309	+100.00%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.02%	1.06K	32.39K	0	0
Sep 30, 2025	IFP ADVISORS, INC	0.02%	1.25K	38.03K	-3.71K	-74.83%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.06%	3.19K	97.29K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.3%	15.82K	481.97K	1.86K	+13.33%
Sep 30, 2025	CITADEL ADVISORS LLC	0.45%	23.74K	723.3K	8.41K	+54.88%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.45%	23.78K	724.58K	23.78K	+100.00%
Sep 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.58%	30.85K	940.09K	49	+0.16%
Sep 30, 2025	ONE DEGREE ADVISORS INC	0.67%	35.59K	1.08M	3.54K	+11.03%
Sep 30, 2025	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.9%	47.61K	1.45M	418	+0.89%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.9%	48.03K	1.43M	4.04K	+9.17%
Sep 30, 2025	JANE STREET GROUP, LLC	1.24%	65.19K	1.99M	-75.62K	-53.70%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.41%	75.03K	2.29M	-14.11K	-15.83%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.52%	80.82K	2.46M	-20.57K	-20.29%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	1.53%	81.52K	2.48M	-9.21K	-10.15%
Sep 30, 2025	EQIS CAPITAL MANAGEMENT, INC.	0%	0	-	-20.4K	-100.00%
Sep 30, 2025	PKS ADVISORY SERVICES, LLC	0%	0	-	-39.75K	-100.00%
Sep 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	0	-	-231	-100.00%
Sep 30, 2025	NAPA WEALTH MANAGEMENT	1.55%	82.65K	2.52M	14.25K	+20.83%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.64%	87.11K	2.65M	1.64K	+1.92%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.21%	117.24K	3.57M	-815	-0.69%
Sep 30, 2025	SPC FINANCIAL, INC.	3.61%	191.73K	5.84M	7.98K	+4.34%
Sep 30, 2025	EMPIRICAL FINANCE, LLC	3.63%	193.08K	5.88M	0	0
Sep 30, 2025	AXIOM FINANCIAL STRATEGIES, LLC	3.93%	208.76K	6.36M	2.18K	+1.05%
Sep 30, 2025	MBL WEALTH, LLC	4.63%	246K	7.5M	-7.14K	-2.82%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	5.71%	303.76K	9.26M	-16.07K	-5.02%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	5.89%	313.16K	9.54M	13.31K	+4.44%
Sep 30, 2025	PACER ADVISORS, INC.	7.54%	400.82K	12.21M	22.93K	+6.07%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	8.17%	434.19K	13.23M	54.98K	+14.50%
Sep 30, 2025	LPL FINANCIAL LLC	11.19%	594.68K	18.12M	2.55K	+0.43%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.04%	2.28K	69.32K	-250	-9.90%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.13%	7K	213.33K	-410	-5.53%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.14%	7.64K	232.79K	726	+10.50%
Sep 30, 2025	PRIVATE TRUST CO NA	0.17%	9.27K	282.55K	1.78K	+23.81%
Sep 30, 2025	J2 CAPITAL MANAGEMENT INC	0.18%	9.37K	285.41K	9.37K	+100.00%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.18%	9.51K	289.83K	-245	-2.51%
Sep 30, 2025	MORGAN STANLEY	0.03%	1.35K	41K	0	0
Sep 30, 2025	ASSETMARK, INC	0.02%	978	29.8K	978	+100.00%
Sep 30, 2025	MONECO ADVISORS, LLC	0.43%	22.84K	695.94K	-867	-3.66%
Sep 30, 2025	UNIQUE WEALTH, LLC	0.23%	12.38K	377.1K	0	0
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	450	13.71K	-298	-39.84%
Sep 30, 2025	ADE, LLC	0.46%	24.48K	745.99K	0	0
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.53%	28.4K	865.29K	-420	-1.46%
Sep 30, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.23%	12.38K	377.13K	0	0
Sep 30, 2025	LEGACY TRUST	0.24%	12.8K	390.02K	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.29%	15.45K	470.83K	596	+4.01%
Sep 30, 2025	TRUST CO OF TOLEDO NA /OH/	0%	0	-	-199	-100.00%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	0	-	-167	-100.00%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	0	-	-10	-100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.97%	51.34K	1.56M	-820	-1.57%
Sep 30, 2025	ROYAL BANK OF CANADA	0.89%	47.51K	1.45M	6.5K	+15.86%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.26%	118.06K	3.42M	84.46K	+251.43%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.13%	6.91K	200.58K	6.91K	+100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.61%	31.78K	921.97K	28.28K	+807.25%
Jun 30, 2025	IFP ADVISORS, INC	0.09%	4.96K	143.86K	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.55%	28.82K	836.01K	12.93K	+81.41%
Jun 30, 2025	PRIVATE TRUST CO NA	0.14%	7.49K	217.29K	-1.79K	-19.31%
Jun 30, 2025	TRUST CO OF TOLEDO NA /OH/	0%	199	5.77K	199	+100.00%
Jun 30, 2025	MBL WEALTH, LLC	4.84%	253.14K	7.34M	8.25K	+3.37%
Jun 30, 2025	SPC FINANCIAL, INC.	3.51%	183.75K	5.33M	18.56K	+11.23%
Jun 30, 2025	ONE DEGREE ADVISORS INC	0.61%	32.06K	929K	18.13K	+130.12%
Jun 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.59%	30.8K	893.62K	102	+0.33%
Jun 30, 2025	MONECO ADVISORS, LLC	0.45%	23.71K	687.74K	-1.63K	-6.42%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.27%	13.96K	404.89K	4.48K	+47.30%
Jun 30, 2025	LEGACY TRUST	0.24%	12.8K	371.33K	0	0
Jun 30, 2025	UNIQUE WEALTH, LLC	0.24%	12.38K	359.03K	-240	-1.90%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.19%	9.76K	283.05K	0	0
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.14%	7.41K	215K	10	+0.14%
Jun 30, 2025	MORGAN STANLEY	0.03%	1.35K	39.04M	0	0
Jun 30, 2025	STEGENT EQUITY ADVISORS, INC.	0%	0	-	-6.89K	-100.00%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0%	0	-	-11.14K	-100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.78%	41.01K	1.19M	995	+2.49%
Jun 30, 2025	ADE, LLC	0.47%	24.48K	710.25K	1.15K	+4.91%
Jun 30, 2025		0.76%	39.75K	1.15M	-88	-0.22%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	7.25%	379.21K	11M	5.77K	+1.55%
Jun 30, 2025	AXIOM FINANCIAL STRATEGIES, LLC	3.95%	206.58K	5.99M	1K	+0.49%
Jun 30, 2025	EMPIRICAL FINANCE, LLC	3.69%	193.08K	5.6M	0	0
Jun 30, 2025	MML INVESTORS SERVICES, LLC	1.73%	90.73K	2.63M	90.73K	+100.00%
Jun 30, 2025	EQIS CAPITAL MANAGEMENT, INC.	0.39%	20.4K	591.8K	-481	-2.30%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.28%	14.86K	430.98K	-45	-0.30%
Jun 30, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.24%	12.38K	359.06K	0	0
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	231	6.7K	-462	-66.67%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	5.73%	299.85K	8.7M	16.79K	+5.93%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.94%	101.39K	2.94M	-2.81K	-2.69%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.7%	89.14K	2.59M	9.94K	+12.54%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.63%	85.46K	2.48M	-7.45K	-8.01%
Jun 30, 2025	STIFEL FINANCIAL CORP	1%	52.16K	1.51M	21	+0.04%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.02%	1.06K	30.84K	0	0
Jun 30, 2025	DEANE RETIREMENT STRATEGIES, INC.	0.01%	452	13.11K	452	+100.00%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	167	4.82K	167	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	13	394	-719	-98.22%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	10	290	10	+100.00%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	1.52%	79.45K	2.3M	7.72K	+10.76%
Jun 30, 2025	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.9%	47.19K	1.37M	-417	-0.88%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.06%	3.19K	92.63K	3.19K	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.05%	2.53K	73.25K	-263	-9.43%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	748	21.7K	300	+66.96%
Jun 30, 2025	LPL FINANCIAL LLC	11.32%	592.13K	17.18M	33.15K	+5.93%
Jun 30, 2025	PACER ADVISORS, INC.	7.22%	377.89K	10.96M	-37.25K	-8.97%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	6.11%	319.83K	9.28M	-104.48K	-24.62%
Jun 30, 2025	JANE STREET GROUP, LLC	2.69%	140.8K	4.08M	87.79K	+165.60%
Jun 30, 2025	NAPA WEALTH MANAGEMENT	1.31%	68.4K	1.98M	68.4K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.29%	15.33K	444.64M	15.33K	+100.00%
Jun 30, 2025	PKS ADVISORY SERVICES, LLC	0.76%	39.75K	1.15M	-88	-0.22%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.84%	43.99K	1.28M	1.36K	+3.19%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.14%	7.4K	217.01K	7.4K	+100.00%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.18%	9.48K	277.81K	1.23K	+14.92%
Mar 31, 2025		0.4%	21.21K	621.73K	21.21K	+100.00%
Mar 31, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.57%	30.7K	900.18K	144	+0.47%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.97%	52.14K	1.53M	6.09K	+13.23%
Mar 31, 2025	JANE STREET GROUP, LLC	0.99%	53.01K	1.55M	32.69K	+160.81%
Mar 31, 2025	PRIVATE TRUST CO NA	0.17%	9.28K	272.18K	1.54K	+19.90%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0%	0	-	-44.94K	-100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-20.21K	-100.00%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.18%	9.76K	286.08K	-466	-4.56%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.21%	11.14K	326.6K	-20	-0.18%
Mar 31, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.23%	12.38K	362.89K	0	0
Mar 31, 2025	UNIQUE WEALTH, LLC	0.24%	12.62K	369.9K	12.62K	+100.00%
Mar 31, 2025	LEGACY TRUST	0.24%	12.8K	375.3K	0	0
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.28%	14.9K	436.91K	-143	-0.95%
Mar 31, 2025	EQIS CAPITAL MANAGEMENT, INC.	0.39%	20.88K	612.24K	2.62K	+14.35%
Mar 31, 2025	ADE, LLC	0.44%	23.34K	684.27K	653	+2.88%
Mar 31, 2025	MONECO ADVISORS, LLC	0.47%	25.33K	742.8K	159	+0.63%
Mar 31, 2025	ROYAL BANK OF CANADA	0.75%	40.01K	1.17M	13.74K	+52.27%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.8%	42.64K	1.25M	1.07K	+2.58%
Mar 31, 2025	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.89%	47.61K	1.4M	-368	-0.77%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	1.34%	71.73K	2.1M	2.78K	+4.04%
Mar 31, 2025	PACER ADVISORS, INC.	7.75%	415.14K	12.17M	54.82K	+15.22%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	7.92%	424.31K	12.44M	14.75K	+3.60%
Mar 31, 2025	EMPIRICAL FINANCE, LLC	3.6%	193.08K	5.66M	-12.38K	-6.02%
Mar 31, 2025	AXIOM FINANCIAL STRATEGIES, LLC	3.84%	205.58K	6.03M	798	+0.39%
Mar 31, 2025	MBL WEALTH, LLC	4.57%	244.89K	7.18M	11.04K	+4.72%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	5.28%	283.06K	8.3M	8.35K	+3.04%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	6.97%	373.44K	10.95M	-8.49K	-2.22%
Mar 31, 2025	LPL FINANCIAL LLC	10.44%	558.98K	16.39M	54.88K	+10.89%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.07%	3.5K	102.71K	-9.3K	-72.65%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0%	0	-	-8.53K	-100.00%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	448	13.14K	0	0
Mar 31, 2025	SOUND INCOME STRATEGIES, LLC	0.01%	693	20.32K	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0.01%	732	21.48K	366	+100.00%
Mar 31, 2025	ONE DEGREE ADVISORS INC	0.26%	13.93K	408K	5.58K	+66.87%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.63%	33.59K	984.94K	939	+2.88%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.48%	79.21K	2.32M	1.5K	+1.93%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.3%	15.89K	465.78K	961	+6.44%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.73%	92.91K	2.72M	1.46K	+1.60%
Mar 31, 2025	SPC FINANCIAL, INC.	3.08%	165.19K	4.84M	12.46K	+8.16%
Mar 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.02%	1.06K	31.17K	0	0
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.05%	2.79K	81.74K	0	0
Mar 31, 2025	STEGENT EQUITY ADVISORS, INC.	0.13%	6.89K	201.99K	6.89K	+100.00%
Mar 31, 2025	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-50	-100.00%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0%	0	-	-872	-100.00%
Mar 31, 2025	MORGAN STANLEY	0.03%	1.35K	39.46K	-7	-0.52%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.95%	104.2K	3.06M	5.32K	+5.38%
Mar 31, 2025	IFP ADVISORS, INC	0.09%	4.96K	145.39K	34	+0.69%
Mar 31, 2024	PACER ADVISORS, INC.	6.99%	360.94K	10.49M	-13.68K	-3.65%
Mar 31, 2024	LPL FINANCIAL LLC	9%	503.75K	14.64M	-2.72K	-0.54%
Mar 31, 2024	ORG PARTNERS LLC	0%	0	-	-57.51K	-100.00%
Mar 31, 2024	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0%	234	6.81M	234	+100.00%
Mar 31, 2024	UBS GROUP AG	0.01%	719	20.9K	719	+100.00%
Mar 31, 2024	SOUND INCOME STRATEGIES, LLC	0.01%	693	20.15K	0	0
Mar 31, 2024	EVERSOURCE WEALTH ADVISORS, LLC	0.02%	1.06K	29.87K	0	0
Mar 31, 2024	JPMORGAN CHASE & CO	0.02%	1.16K	33.8K	-22.31K	-95.05%
Mar 31, 2024	MORGAN STANLEY	0.02%	1.34K	39.07K	-2.64K	-66.30%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.03%	1.42K	41.37K	-33.44K	-95.92%
Mar 31, 2024	PSI ADVISORS, LLC	0.03%	1.5K	43.64K	31	+2.11%
Mar 31, 2024	STEGENT EQUITY ADVISORS, INC.	0.13%	6.89K	200.26K	6.89K	+100.00%
Mar 31, 2024	PRIVATE TRUST CO NA	0.15%	7.74K	225.06K	0	0
Mar 31, 2024	EQIS CAPITAL MANAGEMENT, INC.	0.18%	9.14K	265.6K	-191	-2.05%
Mar 31, 2024	IMPRINT WEALTH LLC	0.2%	10.4K	302.52K	0	0
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.23%	11.85K	345K	11.85K	+100.00%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.23%	12.02K	349.45K	-40	-0.33%
Mar 31, 2024	LEGACY TRUST	0.25%	12.8K	372.1K	0	0
Mar 31, 2024	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.25%	12.97K	377.04K	12.97K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.28%	15.51K	450.82K	-29.89K	-65.84%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.28%	14.37K	417.68K	768	+5.65%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.31%	15.93K	463.05K	46	+0.29%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.51%	26.31K	764.72K	3.04K	+13.05%
Mar 31, 2024	CITADEL ADVISORS LLC	0.56%	31.08K	903.55K	11.08K	+55.39%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	6.13%	316.25K	9.19M	-16.68K	-5.01%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	6.47%	361.98K	10.52M	-88.63K	-19.67%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	7.52%	388.14K	11.28M	370.95K	+2,157.31%
Mar 31, 2024	KATHMERE CAPITAL MANAGEMENT, LLC	0.6%	30.75K	893.82K	-2.99K	-8.85%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.61%	31.25K	908.49K	9.82K	+45.81%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.64%	35.99K	1.05M	-12.43K	-25.67%
Mar 31, 2024	MONECO ADVISORS, LLC	0.64%	33.18K	964.54K	203	+0.62%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.81%	41.65K	1.21M	21.99K	+111.80%
Mar 31, 2024	ROYAL BANK OF CANADA	0.86%	48K	1.4M	-2.92K	-5.74%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.87%	48.79K	1.42M	1.39K	+2.94%
Mar 31, 2024	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.91%	46.72K	1.36M	-14	-0.03%
Mar 31, 2024	CETERA ADVISORS LLC	1.01%	52.23K	1.52M	3.47K	+7.11%
Mar 31, 2024	MAGNOLIA CAPITAL ADVISORS LLC	1.1%	56.75K	1.57M	975	+1.75%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.14%	64.05K	1.86M	-9.31K	-12.69%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.18%	66.23K	1.93M	867	+1.33%
Mar 31, 2024	CLARUS GROUP, INC.	1.57%	81.13K	2.36M	659	+0.82%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.58%	81.62K	2.37M	81.62K	+100.00%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.58%	88.63K	2.58M	88.63K	+100.00%
Mar 31, 2024	SPC FINANCIAL, INC.	2.18%	112.38K	3.27M	26.84K	+31.37%
Mar 31, 2024	AXIOM FINANCIAL STRATEGIES, LLC	3.99%	205.95K	5.99M	2.89K	+1.42%
Mar 31, 2024	EMPIRICAL FINANCE, LLC	4.36%	225.09K	6.54M	0	0
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.33%	17.16K	498.76K	-277	-1.59%
Mar 31, 2024	ADE, LLC	0.45%	23.03K	669.5K	110	+0.48%
Mar 31, 2024	JANE STREET GROUP, LLC	0.46%	25.73K	748.06K	25.73K	+100.00%
Mar 31, 2024	LEVEL FOUR ADVISORY SERVICES, LLC	3.66%	188.72K	5.2M	7.23K	+3.98%
Mar 31, 2024	MBL WEALTH, LLC	3.93%	202.73K	5.89M	5.12K	+2.59%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	9.38%	525.2K	15.27M	-213.08K	-28.86%
Dec 31, 2023	LEVEL FOUR ADVISORY SERVICES, LLC	3.33%	181.48K	5M	-5.66K	-3.02%
Dec 31, 2023	MBL WEALTH, LLC	3.63%	197.62K	5.45M	3.82K	+1.97%
Dec 31, 2023	AXIOM FINANCIAL STRATEGIES, LLC	3.73%	203.06K	5.6M	88	+0.04%
Dec 31, 2023	EMPIRICAL FINANCE, LLC	4.13%	225.09K	6.2M	0	0
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	6.12%	332.93K	9.18M	-49.29K	-12.90%
Dec 31, 2023	PACER ADVISORS, INC.	6.88%	374.62K	10.32M	-7.22K	-1.89%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	8.28%	450.61K	12.42M	17.8K	+4.11%
Dec 31, 2023	LPL FINANCIAL LLC	9.3%	506.47K	13.96M	408.68K	+417.90%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	13.56%	738.28K	20.35M	-17.68K	-2.34%
Dec 31, 2023	SOUND INCOME STRATEGIES, LLC	0.01%	693	19.1K	0	0
Dec 31, 2023	EVERSOURCE WEALTH ADVISORS, LLC	0.02%	1.06K	29.3K	1.06K	+100.00%
Dec 31, 2023	IFP ADVISORS, INC	0.02%	1.29K	35.44K	0	0
Dec 31, 2023	PSI ADVISORS, LLC	0.03%	1.47K	40.51K	0	0
Dec 31, 2023	MORGAN STANLEY	0.07%	3.99K	109.91K	2.64K	+196.73%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.08%	4.53K	124.96K	0	0
Dec 31, 2023	PRIVATE TRUST CO NA	0.14%	7.74K	213.37K	7.74K	+100.00%
Dec 31, 2023	FLOW TRADERS U.S. LLC	0.15%	8.35K	230K	8.35K	+100.00%
Dec 31, 2023	EQIS CAPITAL MANAGEMENT, INC.	0.17%	9.33K	257.06K	322	+3.58%
Dec 31, 2023	IMPRINT WEALTH LLC	0.19%	10.4K	292.71K	185	+1.81%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.22%	12.06K	332.4K	-213	-1.74%
Dec 31, 2023	LEGACY TRUST	0.24%	12.8K	352.77K	0	0
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.25%	13.6K	374.82K	1.51K	+12.50%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.29%	15.88K	437.74K	-169	-1.05%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.32%	17.2K	473.89K	-1.53K	-8.18%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.32%	17.43K	480.48K	-353	-1.98%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.36%	19.66K	541.94K	19.66K	+100.00%
Dec 31, 2023	CITADEL ADVISORS LLC	0.37%	20K	551.26K	-61.02K	-75.31%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.39%	21.43K	590.7K	11.56K	+117.04%
Dec 31, 2023	ADE, LLC	0.42%	22.92K	631.69K	450	+2.00%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.43%	23.27K	623.63K	1.6K	+7.40%
Dec 31, 2023	JPMORGAN CHASE & CO	0.43%	23.47K	646.59K	23.47K	+391,133.33%
Dec 31, 2023	MONECO ADVISORS, LLC	0.61%	32.98K	908.85K	-488	-1.46%
Dec 31, 2023	KATHMERE CAPITAL MANAGEMENT, LLC	0.62%	33.73K	929.68K	-2.54K	-7.00%
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0.64%	34.86K	960.77K	2.71K	+8.41%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.83%	45.4K	1.25M	-42.5K	-48.35%
Dec 31, 2023	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.86%	46.73K	1.29M	-1.48K	-3.07%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.87%	47.4K	1.31M	-55	-0.12%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.89%	48.42K	1.33M	12.25K	+33.88%
Dec 31, 2023	CETERA ADVISORS LLC	0.9%	48.76K	1.34M	375	+0.78%
Dec 31, 2023	ROYAL BANK OF CANADA	0.94%	50.92K	1.4M	479	+0.95%
Dec 31, 2023	MAGNOLIA CAPITAL ADVISORS LLC	1.02%	55.78K	1.53M	-1.63K	-2.85%
Dec 31, 2023	ORG PARTNERS LLC	1.06%	57.51K	1.59M	57.51K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.2%	65.36K	1.8M	-1.58K	-2.36%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.35%	73.35K	2.02M	-2.07K	-2.75%
Dec 31, 2023	SPC FINANCIAL, INC.	1.57%	85.54K	2.36M	6.51K	+8.24%
Dec 31, 2023	CLARUS GROUP, INC.	1.48%	80.47K	2.22M	44.07K	+121.09%

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