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

Who are the major shareholders selling Pacer Trendpilot 100 ETF stock?

STRATOS WEALTH PARTNERS, LTD., in the last quarter, reduced its stake in PTNQ by -1.45% restricting it's holding to 19.61 thousand shares of worth nearly $1.74M. HIGHTOWER ADVISORS, LLC also lessened -90.52% of the PTNQ shares from its portfolio, reducing its holding to 10.11 thousand shares of worth $895.84K. JBR CO FINANCIAL MANAGEMENT INC also shunned PTNQ shares holding by -18.21% last quarter which brought its holding to 16.7 thousand shares worth $1.48M.

Investors who are buying PTNQ stock?

As per its latest 13F filing, MY WEALTH MANAGEMENT INC. increased its stake in PTNQ by 100% in the last quarter. The institutional holder raised its holding to 123.97 thousand shares having worth more than $10.99M. STRATEGIC BLUEPRINT, LLC also added 9.41% more shares of PTNQ to its portfolio, raising its holding to 10.37 thousand shares of worth $919.62K. BULLOCK WEALTH MANAGEMENT GROUP also increased its PTNQ shares holding by 9.13% which brought its holding to 99.59 thousand shares worth $8.71M.

PTNQ's major insiders: who are they?

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

Did an insider recently sell PTNQ stock?

Company executives, directors, and other insiders own N/A percent of Pacer Trendpilot 100 ETF's stock. Within the last six months, there have been 0 transaction(s) in which PTNQ insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased PTNQ stock?

There have been 0 transaction(s) during the past 6-months in which Pacer Trendpilot 100 ETF insiders have bought stock, totalling 0 shares

How much of PTNQ does insiders own?

Around 0 Pacer Trendpilot 100 ETF shares are held by insiders, which represents about N/A of PTNQ stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in PTNQ?

MY WEALTH MANAGEMENT INC. is the largest institutional owner in PTNQ which holds 123.97 thousand shares worth $10.99M or 0.79% of the total PTNQ shares outstanding followed by STRATEGIC BLUEPRINT, LLC with ownership of 10.37 thousand shares representing 0.07% of the PTNQ ownership. BULLOCK WEALTH MANAGEMENT GROUP is the third largest stakeholder with 99.59 thousand shares or 0.63% of the ownership worth more than $8.71M.

Is Pacer Trendpilot 100 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 PTNQ is concerned, it is a stock which is optionable.

Is there a short position on PTNQ's shares?

Number of PTNQ 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 PTNQ shares are there?

As of today, null shares of PTNQ are outstanding.

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

PTNQ 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 PTNQ is null.

Pacer Trendpilot 100 ETF (PTNQ) 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. MY WEALTH MANAGEMENT INC. is the top corporate investor, holding 123.97K shares valued at $10.99M. A 0.79% stake in Pacer Trendpilot 100 ETF is owned by the company. STRATEGIC BLUEPRINT, LLC owns 10.37K shares valued at $919.62K, which translates its holding of 0.07% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MY WEALTH MANAGEMENT INC.	0.79%	123.97K	10.99M	123.97K	+100.00%
Jun 30, 2026	STRATEGIC BLUEPRINT, LLC	0.07%	10.37K	919.62K	892	+9.41%
Jun 30, 2026	BULLOCK WEALTH MANAGEMENT GROUP	0.63%	99.59K	8.71M	8.34K	+9.13%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.13%	19.61K	1.74M	-288	-1.45%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.07%	10.11K	895.84K	-96.47K	-90.52%
Jun 30, 2026	JBR CO FINANCIAL MANAGEMENT INC	0.11%	16.7K	1.48M	-3.72K	-18.21%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	17.31K	1.53M	-39.37K	-69.46%
Jun 30, 2026	SIGMA PLANNING CORP	0.07%	11.11K	985.11K	-1.11K	-9.07%
Jun 30, 2026	ADVISOR RESOURCE COUNCIL	0.07%	11.13K	986.25K	-24	-0.22%
Jun 30, 2026	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.08%	11.97K	1.06M	25	+0.21%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.34%	53.63K	4.75M	1.87K	+3.61%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.36%	56.45K	5.01M	4.62K	+8.92%
Jun 30, 2026	AFT, FORSYTH & SOBER, LLC	0.36%	56.63K	4.13M	0	0
Jun 30, 2026	STIFEL FINANCIAL CORP	0.38%	58.88K	5.22M	-21K	-26.29%
Jun 30, 2026	MBL WEALTH, LLC	0.41%	63.89K	5.66M	-2K	-3.03%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.42%	65.94K	5.85M	-3.7K	-5.31%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.43%	66.98K	5.94M	-10.9K	-14.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.58%	91.21K	8.09M	-6.94K	-7.07%
Jun 30, 2026	LEVEL FOUR ADVISORY SERVICES, LLC	0.75%	117.18K	10.39M	1.92K	+1.67%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.82%	129.22K	11.46M	-7.42K	-5.43%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.83%	130.52K	11.57M	-8.73K	-6.27%
Jun 30, 2026	PACER ADVISORS, INC.	0.93%	145.42K	12.89M	8.41K	+6.14%
Jun 30, 2026	ROYAL BANK OF CANADA	0.95%	148.6K	13.17M	-12.05K	-7.50%
Jun 30, 2026	ODER INVESTMENT MANAGEMENT, LLC	0.06%	9.99K	885.44K	0	0
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.96%	150.03K	13.3M	10.28K	+7.35%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	1.01%	158.7K	14.07M	4.98K	+3.24%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	1.21%	190.23K	16.86M	25.09K	+15.19%
Jun 30, 2026	UBS GROUP AG	1.35%	212.25K	18.82M	-23.82K	-10.09%
Jun 30, 2026	ONE CAPITAL MANAGEMENT, LLC	1.7%	266.94K	19.48M	0	0
Jun 30, 2026	WELLS FARGO & COMPANY/MN	3.22%	505.1K	44.78M	-55.5K	-9.90%
Jun 30, 2026	MORGAN STANLEY	5.62%	881.72K	78.16M	14.16K	+1.63%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	5.62%	882.45K	78.23M	-56.7K	-6.04%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.1%	15.98K	1.42M	-77	-0.48%
Jun 30, 2026	MATHER GROUP, LLC.	0.11%	16.52K	1.46M	-930	-5.33%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.14%	21.3K	1.89M	-528	-2.42%
Jun 30, 2026	PROACTIVE WEALTH STRATEGIES LLC	0.15%	23.75K	2.11M	0	0
Jun 30, 2026		0.17%	26.98K	2.39M	-1.22K	-4.34%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.18%	28.93K	2.56M	193	+0.67%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.21%	33.38K	2.96M	445	+1.35%
Jun 30, 2026	FINANCIAL MANAGEMENT NETWORK INC	0.22%	33.87K	2.84M	666	+2.01%
Jun 30, 2026	CITADEL ADVISORS LLC	0.23%	36.58K	3.24M	21.25K	+138.67%
Jun 30, 2026	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.24%	37.17K	3.29M	-342	-0.91%
Jun 30, 2026	EMPIRICAL FINANCE, LLC	0.24%	37.48K	3.32M	-9.87K	-20.85%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.24%	37.53K	3.33M	1.06K	+2.89%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.25%	39.81K	3.53M	731	+1.87%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	6.44%	1.01M	89.6M	176.77K	+21.20%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	0.08%	12.49K	1.11M	0	0
Jun 30, 2026	UNIQUE WEALTH, LLC	0.08%	12.91K	1.14M	9.87K	+324.63%
Jun 30, 2026	OPPENHEIMER & CO INC	0.09%	13.65K	1.21M	-976	-6.67%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.69%	422.01K	37.41M	-11.05K	-2.55%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	2.86%	448.55K	39.76M	-200.02K	-30.84%
Jun 30, 2026	LPL FINANCIAL LLC	8.48%	1.33M	117.92M	-104.43K	-7.28%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.1%	15.47K	1.37M	-10	-0.06%
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.26%	40.08K	3.55M	-145.2K	-78.37%
Jun 30, 2026	MONECO ADVISORS, LLC	0.26%	40.87K	3.62M	-1.2K	-2.86%
Jun 30, 2026	VIENNA ASSET MANAGEMENT LLC	0.26%	41.56K	3.68M	-8.25K	-16.56%
Jun 30, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.28%	43.25K	3.83M	-1.32K	-2.95%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.11%	17.68K	1.56M	5.59K	+46.22%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.12%	18.33K	1.6M	4.4K	+31.57%
Jun 30, 2026	DEDEKER FINANCIAL LLC	0.17%	26.98K	2.39M	-1.22K	-4.34%
Jun 30, 2026	ODONNELL FINANCIAL SERVICES, LLC	0.29%	45.51K	4.03M	-2.52K	-5.26%
Jun 30, 2026	SOUTHLAND EQUITY PARTNERS LLC	0.08%	12.09K	1.07M	-25	-0.21%
Mar 31, 2026	MONECO ADVISORS, LLC	0.28%	42.08K	3.07M	-8.98K	-17.60%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.26%	39.08K	2.85M	66	+0.17%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.19%	28.73K	2.1M	-1.11K	-3.71%
Mar 31, 2026		0.19%	28.21K	2.06M	-1.04K	-3.55%
Mar 31, 2026	PFG ADVISORS	0.12%	17.68K	1.29M	418	+2.42%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.1%	16.05K	1.17M	2.91K	+22.16%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.1%	15.75K	1.24M	-18.13K	-53.51%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0.1%	15.48K	1.13M	-425	-2.67%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	4.28%	648.56K	47.32M	-634	-0.10%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.92%	139.75K	10.2M	-15.16K	-9.79%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.53%	79.88K	5.83M	1.12K	+1.42%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.51%	77.89K	5.68M	4.33K	+5.89%
Mar 31, 2026	ROYAL BANK OF CANADA	1.06%	160.65K	11.72M	-18.82K	-10.48%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	5.5%	833.94K	60.84M	35.73K	+4.48%
Mar 31, 2026	LPL FINANCIAL LLC	9.46%	1.43M	104.67M	-118.14K	-7.61%
Mar 31, 2026	CWM, LLC	0.13%	20.14K	1.47M	-1.9K	-8.63%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.14%	21.83K	1.59M	-4.67K	-17.61%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.22%	32.94K	2.4M	-13.45K	-29.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	6.2%	939.15K	68.52M	-82.73K	-8.10%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	1.22%	185.28K	13.52M	1.8K	+0.98%
Mar 31, 2026	FINANCIAL MANAGEMENT NETWORK INC	0.22%	33.2K	2.49M	-2.64K	-7.35%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.24%	36.48K	2.66M	-131	-0.36%
Mar 31, 2026	EXCEL SECURITIES & ASSOCIATES, INC.	0.24%	36.76K	2.68M	36.76K	+100.00%
Mar 31, 2026	UBS GROUP AG	1.56%	236.07K	17.22M	-20.93K	-8.14%
Mar 31, 2026	MORGAN STANLEY	5.72%	867.55K	63.3M	-120.76K	-12.22%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.45%	67.99K	4.96M	4.07K	+6.36%
Mar 31, 2026	BELVEDERE TRADING LLC	0.13%	20.33K	1.48M	20.33K	+100.00%
Mar 31, 2026	MATHER GROUP, LLC.	0.12%	17.45K	1.27M	17.45K	+100.00%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.13%	19.9K	1.45M	538	+2.78%
Mar 31, 2026	EMPIRICAL FINANCE, LLC	0.31%	47.35K	3.45M	47.35K	+100.00%
Mar 31, 2026	PROACTIVE WEALTH STRATEGIES LLC	0.16%	23.75K	1.73M	3.95K	+19.95%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.18%	27.32K	1.99M	27.32K	+100.00%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	1.01%	153.72K	11.22M	194	+0.13%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.29%	44.57K	3.25M	363	+0.82%
Mar 31, 2026	JBR CO FINANCIAL MANAGEMENT INC	0.13%	20.42K	1.61M	0	0
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.46%	69.64K	5.08M	14.69K	+26.74%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.65%	98.15K	7.16M	-103	-0.10%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.7%	106.58K	7.78M	6.94K	+6.96%
Mar 31, 2026	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.25%	37.51K	2.74M	-4.81K	-11.36%
Mar 31, 2026	LEVEL FOUR ADVISORY SERVICES, LLC	0.76%	115.26K	8.41M	469	+0.41%
Mar 31, 2026	ODONNELL FINANCIAL SERVICES, LLC	0.32%	48.03K	3.5M	-766	-1.57%
Mar 31, 2026	VIENNA ASSET MANAGEMENT LLC	0.33%	49.81K	3.63M	-7.86K	-13.63%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.34%	51.76K	3.78M	569	+1.11%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.34%	51.83K	3.79M	2.29K	+4.61%
Mar 31, 2026	AFT, FORSYTH & SOBER, LLC	0.37%	56.63K	4.13M	0	0
Mar 31, 2026	ONE CAPITAL MANAGEMENT, LLC	1.76%	266.94K	19.48M	230.89K	+640.35%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.86%	433.06K	31.6M	-2.57K	-0.59%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.7%	560.6K	40.9M	-33.49K	-5.64%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.07%	10.36K	756.05K	-5.55K	-34.86%
Mar 31, 2026	ADVISOR RESOURCE COUNCIL	0.07%	11.15K	813.44K	-3.32K	-22.93%
Mar 31, 2026	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.08%	11.95K	871.57K	-233	-1.91%
Mar 31, 2026	SIGMA PLANNING CORP	0.08%	12.22K	891.6K	-987	-7.47%
Mar 31, 2026	SOUTHLAND EQUITY PARTNERS LLC	0.08%	12.11K	883.56K	-271	-2.19%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	13.93K	1.02M	432	+3.20%
Mar 31, 2026	OPPENHEIMER & CO INC	0.1%	14.63K	1.07M	194	+1.34%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.9%	136.64K	9.97M	-3.27K	-2.33%
Mar 31, 2026	PACER ADVISORS, INC.	0.9%	137.01K	10M	-2.14K	-1.54%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.92%	139.26K	10.16M	33.94K	+32.23%
Mar 31, 2026	MBL WEALTH, LLC	0.43%	65.89K	4.81M	854	+1.31%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.37%	56.67K	4.13M	35.04K	+162.00%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	1.09%	165.14K	12.05M	-14.13K	-7.88%
Dec 31, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.07%	11.91K	936.56K	514	+4.51%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	3.57%	594.09K	46.72M	-6.94K	-1.15%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	13.5K	1.08M	-283	-2.05%
Dec 31, 2025	SIGMA PLANNING CORP	0.08%	13.21K	1.04M	-1.88K	-12.44%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.08%	13.14K	1.03M	-257	-1.92%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.08%	12.83K	1.01M	0	0
Dec 31, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.08%	12.38K	973.79K	1	+0.01%
Dec 31, 2025	PACER ADVISORS, INC.	0.86%	139.15K	10.94M	-23.52K	-14.46%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.61%	99.64K	7.84M	11K	+12.41%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.2%	33.89K	2.67M	-8.1K	-19.29%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.12%	19.36K	1.52M	-240	-1.22%
Dec 31, 2025	PFG ADVISORS	0.11%	17.26K	1.36M	-1.86K	-9.70%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	6.14%	1.02M	80.37M	-50.03K	-4.67%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	4.89%	798.22K	62.78M	22.43K	+2.89%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	3.9%	649.2K	51.06M	4.4K	+0.68%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.68%	435.63K	34.26M	-10.76K	-2.41%
Dec 31, 2025	UBS GROUP AG	1.54%	256.99K	20.21M	7.09K	+2.84%
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	1.1%	183.48K	14.43M	-358	-0.19%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	1.1%	179.28K	14.1M	9.69K	+5.72%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.84%	139.91K	11M	-5.29K	-3.65%
Dec 31, 2025	MY WEALTH MANAGEMENT INC.	0.79%	128.86K	10.13M	-4.58K	-3.43%
Dec 31, 2025	FINANCIAL MANAGEMENT NETWORK INC	0.22%	35.84K	2.81M	114	+0.32%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.18%	29.84K	2.35M	1.29K	+4.51%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.16%	26.49K	2.08M	-10.74K	-28.84%
Dec 31, 2025	CWM, LLC	0.13%	22.04K	1.73M	-320	-1.43%
Dec 31, 2025	FINANCIAL SERVICES ADVISORY INC	0.13%	21.41K	1.68M	-957	-4.28%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	21.63K	1.7M	-11.62K	-34.95%
Dec 31, 2025	JBR CO FINANCIAL MANAGEMENT INC	0.13%	20.42K	1.61M	-1.01K	-4.71%
Dec 31, 2025	PROACTIVE WEALTH STRATEGIES LLC	0.12%	19.8K	1.56M	0	0
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.1%	15.9K	1.25M	-1.87K	-10.51%
Dec 31, 2025	ADVISOR RESOURCE COUNCIL	0.09%	14.47K	1.14M	-1.73K	-10.66%
Dec 31, 2025	OPPENHEIMER & CO INC	0.09%	14.43K	1.14M	-91	-0.63%
Dec 31, 2025		0.18%	29.25K	2.3M	29.25K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	9.54%	1.55M	122.12M	-32.45K	-2.05%
Dec 31, 2025	MORGAN STANLEY	5.94%	988.31K	77.73M	-98.92K	-9.10%
Dec 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0.22%	36.06K	2.84M	36.06K	+100.00%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.23%	36.61K	2.88M	2.15K	+6.23%
Dec 31, 2025	CITADEL ADVISORS LLC	0.23%	37.63K	2.96M	17.98K	+91.47%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.24%	39.02K	3.07M	7.68K	+24.52%
Dec 31, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.26%	42.32K	3.33M	20.72K	+95.91%
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.27%	44.21K	3.48M	7.34K	+19.91%
Dec 31, 2025	STEPHENS INC /AR/	0.28%	45.06K	3.54M	-23.76K	-34.52%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.28%	46.39K	3.65M	26	+0.06%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.38%	63.92K	5.03M	50.01K	+359.47%
Dec 31, 2025	MBL WEALTH, LLC	0.4%	65.04K	5.12M	4.18K	+6.87%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.44%	73.56K	5.79M	-6.02K	-7.56%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.48%	78.76K	6.19M	6.78K	+9.42%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.59%	98.25K	7.73M	-8.6K	-8.04%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.65%	105.32K	8.28M	16.47K	+18.53%
Dec 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.7%	114.79K	9.03M	-8.03K	-6.54%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.92%	153.52K	12.07M	1.05K	+0.69%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.93%	154.91K	12.18M	-14.43K	-8.52%
Dec 31, 2025	ROYAL BANK OF CANADA	1.08%	179.46K	14.12M	-30.57K	-14.56%
Dec 31, 2025	ODONNELL FINANCIAL SERVICES, LLC	0.3%	48.8K	3.84M	-1.99K	-3.91%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.3%	49.54K	3.9M	-1.53K	-3.00%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.31%	51.19K	4.03M	-369	-0.72%
Dec 31, 2025	MONECO ADVISORS, LLC	0.31%	51.06K	4.02M	-6.86K	-11.84%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.33%	54.95K	4.32M	-884	-1.58%
Dec 31, 2025	AFT, FORSYTH & SOBER, LLC	0.35%	56.63K	4.45M	0	0
Dec 31, 2025	VIENNA ASSET MANAGEMENT LLC	0.35%	57.67K	4.54M	-2.1K	-3.51%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.1%	15.91K	1.25M	3	+0.02%
Dec 31, 2025	XML FINANCIAL, LLC	0.07%	10.91K	858.16K	200	+1.87%
Dec 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.07%	12.18K	957.91K	15	+0.12%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.12%	19.6K	1.52M	-139	-0.70%
Sep 30, 2025	CITADEL ADVISORS LLC	0.12%	19.65K	1.52M	10.57K	+116.47%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	3.88%	644.8K	49.99M	217.79K	+51.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	4.67%	775.78K	60.15M	-28.28K	-3.52%
Sep 30, 2025	ODONNELL FINANCIAL SERVICES, LLC	0.31%	50.78K	3.94M	-168.87K	-76.88%
Sep 30, 2025	EMPIRICAL FINANCE, LLC	0.28%	47.35K	3.67M	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.48%	79.58K	6.17M	506	+0.64%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.22%	37.23K	2.89M	-12.84K	-25.65%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.28%	46.36K	3.59M	1.47K	+3.27%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	3.62%	601.02K	46.6M	-32.61K	-5.15%
Sep 30, 2025	GIMBAL FINANCIAL	0.22%	37.34K	2.89M	-1.13K	-2.93%
Sep 30, 2025	ADVISOR RESOURCE COUNCIL	0.1%	16.19K	1.26M	-1.18K	-6.77%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.1%	15.81K	1.23B	-6.53K	-29.21%
Sep 30, 2025	LPL FINANCIAL LLC	9.54%	1.59M	122.9M	68.6K	+4.52%
Sep 30, 2025	MORGAN STANLEY	6.54%	1.09M	84.29M	-102.23K	-8.59%
Sep 30, 2025	VIENNA ASSET MANAGEMENT LLC	0.36%	59.77K	4.63M	-8.7K	-12.70%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	6.45%	1.07M	83.1M	-26.81K	-2.44%
Sep 30, 2025	UBS GROUP AG	1.5%	249.9K	19.37M	-7.17K	-2.79%
Sep 30, 2025	ROYAL BANK OF CANADA	1.26%	210.04K	16.28M	22.24K	+11.84%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	1.11%	183.84K	14.25M	2.88K	+1.59%
Sep 30, 2025	STEPHENS INC /AR/	0.41%	68.82K	5.34M	-10.98K	-13.76%
Sep 30, 2025	MBL WEALTH, LLC	0.37%	60.86K	4.72M	13.47K	+28.43%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.25%	41.99K	3.26M	-11.93K	-22.13%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	33.25K	2.58M	13.06K	+64.64%
Sep 30, 2025	CWM, LLC	0.13%	22.36K	1.73M	-1.21K	-5.13%
Sep 30, 2025	JBR CO FINANCIAL MANAGEMENT INC	0.13%	21.43K	1.66M	-140	-0.65%
Sep 30, 2025	PFG ADVISORS	0.12%	19.12K	1.48M	275	+1.46%
Sep 30, 2025	MONECO ADVISORS, LLC	0.35%	57.92K	4.49M	-6.86K	-10.58%
Sep 30, 2025	NAPA WEALTH MANAGEMENT	0.16%	25.97K	2.01M	-52	-0.20%
Sep 30, 2025	FINANCIAL SERVICES ADVISORY INC	0.13%	22.37K	1.73M	-423	-1.86%
Sep 30, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.13%	21.6K	1.67M	21.6K	+100.00%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.11%	18.06K	1.4M	-336	-1.83%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.11%	17.77K	1.38M	-906	-4.85%
Sep 30, 2025	SIGMA PLANNING CORP	0.09%	15.08K	1.17M	494	+3.39%
Sep 30, 2025	OPPENHEIMER & CO INC	0.09%	14.52K	1.13M	458	+3.26%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.08%	13.91K	1.08M	1.01K	+7.79%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	13.78K	1.08M	-61	-0.44%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.08%	13.4K	1.04M	-536	-3.85%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.08%	12.83K	995.03K	0	0
Sep 30, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.07%	12.38K	959.84K	12	+0.10%
Sep 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.07%	12.16K	943.11K	-5	-0.04%
Sep 30, 2025	ODER INVESTMENT MANAGEMENT, LLC	0.07%	11.87K	920.5K	0	0
Sep 30, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.07%	11.39K	908.33K	3.94K	+52.94%
Sep 30, 2025	XML FINANCIAL, LLC	0.06%	10.71K	830.43K	-13	-0.12%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.21%	34.46K	2.67M	13.94K	+67.94%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.53%	88.85K	6.89M	-1.45K	-1.60%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.53%	88.64K	6.87M	12.37K	+16.22%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.69%	446.39K	34.61M	23.77K	+5.62%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	1.02%	169.58K	13.15M	-13.89K	-7.57%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.02%	169.34K	12.55M	-5.85K	-3.34%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.43%	71.98K	5.58M	-10.37K	-12.59%
Sep 30, 2025	AFT, FORSYTH & SOBER, LLC	0.34%	56.63K	4.39M	-600	-1.05%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.34%	55.83K	4.33M	1.63K	+3.01%
Sep 30, 2025	FINANCIAL MANAGEMENT NETWORK INC	0.21%	35.72K	2.81M	-2.72K	-7.08%
Sep 30, 2025	PROACTIVE WEALTH STRATEGIES LLC	0.12%	19.8K	1.54M	0	0
Sep 30, 2025	PACER ADVISORS, INC.	0.98%	162.67K	12.61M	5.82K	+3.71%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.92%	152.48K	11.82M	2.59K	+1.73%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.87%	145.2K	11.26M	923	+0.64%
Sep 30, 2025	MY WEALTH MANAGEMENT INC.	0.8%	133.44K	10.35M	2.35K	+1.79%
Sep 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.74%	122.82K	9.52M	688	+0.56%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.64%	106.85K	8.28M	-72.59K	-40.46%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.31%	51.56K	4M	-3.47K	-6.30%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.31%	51.08K	3.97M	-4.84K	-8.65%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.19%	31.33K	2.43M	3.68K	+13.29%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.17%	28.55K	2.21M	0	0
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.22%	36.87K	2.86M	-860	-2.28%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.47%	79.07K	5.64M	-15.33K	-16.24%
Jun 30, 2025	PROACTIVE WEALTH STRATEGIES LLC	0.12%	19.8K	1.41M	-1.42K	-6.69%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.51%	422.62K	30.16M	-78.75K	-15.71%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	3.76%	633.63K	45.22M	-29.1K	-4.39%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	6.52%	1.1M	78.42M	-70.77K	-6.05%
Jun 30, 2025	LPL FINANCIAL LLC	9%	1.52M	108.24M	93.99K	+6.61%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	20.2K	1.44M	20.2K	+100.00%
Jun 30, 2025	JBR CO FINANCIAL MANAGEMENT INC	0.13%	21.57K	1.54M	-5.08K	-19.06%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.13%	22.34K	1.59M	-1.68K	-6.98%
Jun 30, 2025	CWM, LLC	0.14%	23.57K	1.68M	0	0
Jun 30, 2025	NAPA WEALTH MANAGEMENT	0.15%	26.02K	1.86M	26.02K	+100.00%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.32%	53.92K	3.85M	-26.05K	-32.58%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.32%	54.2K	3.87M	5.55K	+11.41%
Jun 30, 2025	MONECO ADVISORS, LLC	0.38%	64.77K	4.62M	-2.6K	-3.86%
Jun 30, 2025	STEPHENS INC /AR/	0.47%	79.8K	5.7M	-4.82K	-5.70%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.54%	90.3K	6.44M	562	+0.63%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.64%	107.64K	7.68M	-22.04K	-16.99%
Jun 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.72%	122.13K	8.72M	1.05K	+0.87%
Jun 30, 2025	MY WEALTH MANAGEMENT INC.	0.78%	131.09K	9.36M	131.09K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.89%	149.89K	10.7M	65.12K	+76.82%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	1.07%	180.96K	12.92M	18.18K	+11.17%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	1.09%	183.47K	13.09M	54.68K	+42.46%
Jun 30, 2025	ODONNELL FINANCIAL SERVICES, LLC	1.3%	219.65K	15.68M	4.87K	+2.27%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	27.66K	1.97M	1.79K	+6.91%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.17%	28.55K	2.04M	-1.47K	-4.89%
Jun 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.22%	37.73K	2.69M	-6.31K	-14.33%
Jun 30, 2025	FINANCIAL MANAGEMENT NETWORK INC	0.23%	38.44K	2.77M	-2.35K	-5.76%
Jun 30, 2025	GIMBAL FINANCIAL	0.23%	38.46K	2.74M	-14.26K	-27.04%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.24%	40.09K	2.86M	-6.25K	-13.49%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.27%	44.89K	3.2M	-12.03K	-21.13%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.3%	50.07K	3.57M	-6.07K	-10.81%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.45%	76.27K	5.44M	76.27K	+100.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.49%	82.34K	5.88M	6.01K	+7.87%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.04%	175.19K	12.5M	-13.16K	-6.99%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.86%	144.28K	10.3M	9.47K	+7.02%
Jun 30, 2025	UBS GROUP AG	1.53%	257.07K	18.35M	-2.43K	-0.94%
Jun 30, 2025		0.12%	19.8K	1.41M	-1.42K	-6.69%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.08%	12.83K	915.97K	80	+0.63%
Jun 30, 2025	SIGMA PLANNING CORP	0.09%	14.59K	1.04M	-39	-0.27%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.11%	18.68K	1.33M	157	+0.85%
Jun 30, 2025	EMPIRICAL FINANCE, LLC	0.28%	47.35K	3.38M	0	0
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.33%	55.03K	3.93M	1.57K	+2.94%
Jun 30, 2025	AFT, FORSYTH & SOBER, LLC	0.34%	57.23K	4.08M	500	+0.88%
Jun 30, 2025	VIENNA ASSET MANAGEMENT LLC	0.41%	68.47K	4.89M	15.34K	+28.86%
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	0.04%	6.18K	441.21K	1.35K	+27.97%
Jun 30, 2025	LEGACY TRUST	0.04%	6.68K	476.97K	0	0
Jun 30, 2025	HILLTOP HOLDINGS INC.	0.04%	6.83K	487.31K	98	+1.46%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.04%	6.86K	489.48K	-80	-1.15%
Jun 30, 2025	TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	0.04%	7.09K	505.94K	0	0
Jun 30, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.04%	7.45K	532K	7.45K	+100.00%
Jun 30, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	0.04%	7.46K	526.62K	-3.16K	-29.77%
Jun 30, 2025	CAMARDA FINANCIAL ADVISORS, LLC	0.05%	7.7K	549.59K	980	+14.58%
Jun 30, 2025	GOLDEN STATE EQUITY PARTNERS	0.05%	8.31K	592.94K	8.31K	+100.00%
Jun 30, 2025	DAVENPORT & CO LLC	0.05%	8.34K	595.51K	175	+2.14%
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.05%	8.58K	612.34K	0	0
Jun 30, 2025	EWG ELEVATE INC.	0.06%	9.93K	708.92K	396	+4.15%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.06%	10.72K	764.91K	-1.35K	-11.20%
Jun 30, 2025	XML FINANCIAL, LLC	0.06%	10.72K	765.39K	-1.98K	-15.57%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	1.61%	270.92K	19.34M	71.96K	+36.17%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	2.53%	427.02K	30.48M	-71.95K	-14.42%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.08%	12.91K	921.1K	1.71K	+15.30%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	13.85K	996.01K	-34.38K	-71.29%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.12%	19.74K	1.41M	164	+0.84%
Jun 30, 2025	FINANCIAL SERVICES ADVISORY INC	0.14%	22.79K	1.63M	208	+0.92%
Jun 30, 2025	MBL WEALTH, LLC	0.28%	47.39K	3.38M	47.39K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.06%	179.44K	12.81M	-18.12K	-9.17%
Jun 30, 2025	ROYAL BANK OF CANADA	1.11%	187.8K	13.4M	-7.83K	-4.00%
Jun 30, 2025	MORGAN STANLEY	7.06%	1.19M	84.89M	-50.65K	-4.08%
Jun 30, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.07%	11.06K	789.48K	-2.51K	-18.47%
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	0.07%	11.83K	845K	1.2K	+11.26%
Jun 30, 2025	ODER INVESTMENT MANAGEMENT, LLC	0.07%	11.87K	847.36K	148	+1.26%
Jun 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.07%	12.17K	868.53K	-18.43K	-60.23%
Jun 30, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.07%	12.37K	882.72K	29	+0.23%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.08%	13.93K	994.37K	427	+3.16%
Jun 30, 2025	ADVISOR RESOURCE COUNCIL	0.1%	17.37K	1.24M	-12.68K	-42.20%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.1%	17.4K	1.24M	-1.83K	-9.52%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.11%	18.39K	1.31M	-3.93K	-17.61%
Jun 30, 2025	PFG ADVISORS	0.11%	18.84K	1.34M	-410	-2.13%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.33%	55.91K	4M	-14.73K	-20.86%
Jun 30, 2025	PACER ADVISORS, INC.	0.93%	156.85K	11.19M	4.9K	+3.22%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	4.77%	804.07K	57.39M	-13.68K	-1.67%
Mar 31, 2025		0.19%	35.43K	2.52M	-10.8K	-23.36%
Mar 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.24%	44.04K	3.13M	1.43K	+3.36%
Mar 31, 2025	FINANCIAL MANAGEMENT NETWORK INC	0.22%	40.79K	2.74M	1.51K	+3.85%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.27%	48.65K	3.45M	2.2K	+4.73%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.39%	70.65K	5.02M	-11.04K	-13.52%
Mar 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.17%	30.6K	2.17M	1.59K	+5.48%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.13%	24.02K	1.71M	12.08K	+101.20%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.25%	46.34K	3.3M	1.89K	+4.26%
Mar 31, 2025	EMPIRICAL FINANCE, LLC	0.26%	47.35K	3.36M	-3.04K	-6.03%
Mar 31, 2025	CALTON & ASSOCIATES, INC.	0.26%	47.66K	3.38M	17.21K	+56.53%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	1.09%	198.96K	14.13M	5.24K	+2.71%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	2.74%	498.96K	35.43M	8.59K	+1.75%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.75%	501.38K	35.6M	9.28K	+1.89%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	3.64%	662.73K	47.06M	-60.47K	-8.36%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	4.49%	817.75K	58.07M	31.76K	+4.04%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.14%	25.87K	1.84M	109	+0.42%
Mar 31, 2025	PACER ADVISORS, INC.	0.83%	151.95K	10.79M	1.98K	+1.32%
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.89%	162.78K	11.56M	7.7K	+4.97%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.03%	188.36K	13.38M	38.86K	+25.99%
Mar 31, 2025	ROYAL BANK OF CANADA	1.07%	195.62K	13.89M	7.21K	+3.82%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.08%	197.56K	14.03M	5.2K	+2.70%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	6.42%	1.17M	83.05M	20.71K	+1.80%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.26%	48.22K	3.42M	-3.07K	-5.99%
Mar 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.27%	49.92K	3.54M	32.48K	+186.25%
Mar 31, 2025	GIMBAL FINANCIAL	0.29%	52.72K	3.74M	4.61K	+9.59%
Mar 31, 2025	VIENNA ASSET MANAGEMENT LLC	0.29%	53.13K	3.77M	8.78K	+19.80%
Mar 31, 2025	MONECO ADVISORS, LLC	0.37%	67.34K	4.78M	2.76K	+4.27%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.42%	76.34K	5.42M	-263.3K	-77.52%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.44%	79.97K	5.68M	1.25K	+1.59%
Mar 31, 2025	ODONNELL FINANCIAL SERVICES, LLC	1.18%	214.79K	15.25M	2.61K	+1.23%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.12%	22.32K	1.59M	-11.67K	-34.33%
Mar 31, 2025	CWM, LLC	0.13%	23.57K	1.67M	-2.31K	-8.92%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.29%	53.45K	3.8M	-1.85K	-3.34%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.31%	56.14K	3.99M	7.17K	+14.65%
Mar 31, 2025	AFT, FORSYTH & SOBER, LLC	0.31%	56.73K	4.03M	1K	+1.79%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.31%	56.92K	4.04M	15.73K	+38.19%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.52%	94.4K	6.7M	28.6K	+43.45%
Mar 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.66%	121.08K	8.6M	2.86K	+2.42%
Mar 31, 2025	JBR CO FINANCIAL MANAGEMENT INC	0.15%	26.65K	1.89M	0	0
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.16%	30.02K	2.13M	1.54K	+5.41%
Mar 31, 2025	ADVISOR RESOURCE COUNCIL	0.17%	30.05K	2.13M	-4.43K	-12.85%
Mar 31, 2025	STEPHENS INC /AR/	0.46%	84.62K	6.01M	-1.92K	-2.22%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.47%	84.77K	6.02M	921	+1.10%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.49%	89.73K	6.37M	33	+0.04%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.71%	128.79K	9.15M	2.56K	+2.03%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.71%	129.68K	9.21M	-1.65K	-1.26%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.74%	134.81K	9.57M	14.03K	+11.61%
Mar 31, 2025	UBS GROUP AG	1.42%	259.5K	18.43M	-125	-0.05%
Mar 31, 2025	MORGAN STANLEY	6.81%	1.24M	88.06M	-39.47K	-3.08%
Mar 31, 2025	LPL FINANCIAL LLC	7.81%	1.42M	101.02M	78.83K	+5.87%

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