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

Who are the major shareholders selling American Century U.S. Quality Growth ETF stock?

PATHWAY FINANCIAL ADVISORS LLC, in the last quarter, reduced its stake in QGRO by -1.4% restricting it's holding to 117.5 thousand shares of worth nearly $13.66M. CAPITAL INVESTMENT ADVISORS, LLC also lessened -16.97% of the QGRO shares from its portfolio, reducing its holding to 82.3 thousand shares of worth $9.71M. LPL FINANCIAL LLC also shunned QGRO shares holding by -15.78% last quarter which brought its holding to 2.16 million shares worth $255.21M.

Investors who are buying QGRO stock?

As per its latest 13F filing, KEY FINANCIAL INC increased its stake in QGRO by 27.85% in the last quarter. The institutional holder raised its holding to 36.96 thousand shares having worth more than $4.36M. WIN ADVISORS, INC also added 100% more shares of QGRO to its portfolio, raising its holding to 37.87 thousand shares of worth $4.47M. WELLS FARGO & COMPANY/MN also increased its QGRO shares holding by 1.57% which brought its holding to 181.66 thousand shares worth $21.44M.

QGRO's major insiders: who are they?

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

Did an insider recently sell QGRO stock?

Company executives, directors, and other insiders own N/A percent of American Century U.S. Quality Growth ETF's stock. Within the last six months, there have been 0 transaction(s) in which QGRO insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased QGRO stock?

There have been 0 transaction(s) during the past 6-months in which American Century U.S. Quality Growth ETF insiders have bought stock, totalling 0 shares

How much of QGRO does insiders own?

Around 0 American Century U.S. Quality Growth ETF shares are held by insiders, which represents about N/A of QGRO stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in QGRO?

KEY FINANCIAL INC is the largest institutional owner in QGRO which holds 36.96 thousand shares worth $4.36M or 0.2% of the total QGRO shares outstanding followed by WIN ADVISORS, INC with ownership of 37.87 thousand shares representing 0.21% of the QGRO ownership. WELLS FARGO & COMPANY/MN is the third largest stakeholder with 181.66 thousand shares or 1.01% of the ownership worth more than $21.44M.

Is American Century U.S. Quality Growth 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 QGRO is concerned, it is a stock which is optionable.

Is there a short position on QGRO's shares?

Number of QGRO 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 QGRO shares are there?

As of today, null shares of QGRO are outstanding.

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

QGRO 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 QGRO is null.

American Century US Quality Growth ETF (QGRO) 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. KEY FINANCIAL INC is the top corporate investor, holding 36.96K shares valued at $4.36M. A 0.2% stake in American Century U.S. Quality Growth ETF is owned by the company. WIN ADVISORS, INC owns 37.87K shares valued at $4.47M, which translates its holding of 0.21% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	KEY FINANCIAL INC	0.2%	36.96K	4.36M	8.05K	+27.85%
Jun 30, 2026	WIN ADVISORS, INC	0.21%	37.87K	4.47M	37.87K	+100.00%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.01%	181.66K	21.44M	2.82K	+1.57%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.91%	164.7K	19.44M	2.2K	+1.35%
Jun 30, 2026	PATHWAY FINANCIAL ADVISORS LLC	0.65%	117.5K	13.66M	-1.67K	-1.40%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.42%	75.3K	8.89M	53.85K	+250.97%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.46%	82.3K	9.71M	-16.81K	-16.97%
Jun 30, 2026	RUGGAARD & ASSOCIATES LLC	0.47%	84.07K	9.92M	3.03K	+3.74%
Jun 30, 2026	MFA WEALTH SERVICES	0.47%	85.28K	10.07M	1.91K	+2.28%
Jun 30, 2026	STRATOS WEALTH ADVISORS, LLC	0.49%	88.36K	10.43M	371	+0.42%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.55%	98.5K	11.63M	7.28K	+7.98%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	1.17%	211.32K	24.95M	46.78K	+28.43%
Jun 30, 2026		0.42%	80.05K	9.45M	3.29K	+4.29%
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.21%	37.04K	4.37M	16.6K	+81.20%
Jun 30, 2026	LPL FINANCIAL LLC	11.99%	2.16M	255.21M	-404.93K	-15.78%
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	5.76%	1.04M	122.56M	-61.61K	-5.60%
Jun 30, 2026	AMERICAN CENTURY COMPANIES INC	4.37%	788.54K	93.09M	-76.98K	-8.89%
Jun 30, 2026	TRILOGY CAPITAL INC.	0.17%	33.18K	3.92M	13.33K	+67.13%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.17%	32.2K	3.8M	183	+0.57%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.2%	35.8K	4.23M	-144	-0.40%
Jun 30, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.56%	101.09K	11.93M	-35.16K	-25.81%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.16%	31.33K	3.7M	17.63K	+128.70%
Jun 30, 2026	FOUNDERS FINANCIAL SECURITIES LLC	0.16%	31.17K	3.68M	-443	-1.40%
Jun 30, 2026	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.14%	26.89K	3.17M	10.89K	+68.02%
Jun 30, 2026	PETROS FAMILY WEALTH, LLC	0.26%	46.46K	5.48M	2.37K	+5.38%
Jun 30, 2026	CYNDEO WEALTH PARTNERS, LLC	0.14%	26.85K	3.17M	-264	-0.97%
Jun 30, 2026	CAPITAL ANALYSTS, LLC	0.14%	26.73K	3.16M	-1.06K	-3.83%
Jun 30, 2026	BEDEL FINANCIAL CONSULTING, INC.	0.13%	25.28K	2.98M	91	+0.36%
Jun 30, 2026	FOURTH DIMENSION WEALTH, LLC	0.12%	23.73K	2.8M	2.59K	+12.22%
Jun 30, 2026	UBS GROUP AG	0.74%	133.6K	15.77M	3.69K	+2.84%
Jun 30, 2026	IAM ADVISORY, LLC	0.74%	132.68K	15.66M	-1.96K	-1.46%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.86%	515.19K	60.82M	16.78K	+3.37%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.56%	281.98K	33.29M	16.57K	+6.24%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.18%	34.59K	4.08M	2.37K	+7.36%
Jun 30, 2026	ROYAL BANK OF CANADA	0.31%	56.56K	6.68M	-31.93K	-36.08%
Jun 30, 2026	PARCION PRIVATE WEALTH LLC	0.32%	58.51K	6.91M	1.77K	+3.13%
Jun 30, 2026	WEIL COMPANY, INC.	0.33%	58.73K	6.93M	3.2K	+5.76%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	0.34%	61.66K	7.28M	-44.49K	-41.91%
Jun 30, 2026	NEXT LEVEL PRIVATE LLC	2.05%	370.11K	43.69M	16.28K	+4.60%
Jun 30, 2026	PROCYON ADVISORS, LLC	2.01%	362.36K	42.78M	19.49K	+5.68%
Jun 30, 2026	INTRUA FINANCIAL, LLC	1.76%	316.84K	37.4M	3.12K	+0.99%
Jun 30, 2026	SHERRILL & HUTCHINS FINANCIAL ADVISORY, INC	1.69%	305.61K	36.08M	37.79K	+14.11%
Jun 30, 2026	PINNACLE FINANCIAL PARTNERS, INC.	1.72%	310.2K	36.62M	20K	+6.89%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.72%	130.53K	15.41M	-21.03K	-13.88%
Jun 30, 2026	WILKERSON ADVISORY GROUP LLC	0.65%	116.47K	13.75M	5.25K	+4.72%
Jun 30, 2026	MB, LEVIS & ASSOCIATES, LLC	0.5%	89.65K	10.58M	1.62K	+1.83%
Jun 30, 2026	NETWORTH ADVISORS, LLC	0.44%	80.05K	9.45M	3.29K	+4.29%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.37%	66.62K	7.86M	45.15K	+210.27%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.39%	251.14K	29.65M	-583.33K	-69.90%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.85%	152.55K	18.01M	-27.32K	-15.19%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.35%	63.39K	7.48M	2.34K	+3.83%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.35%	62.34K	7.36M	1.97K	+3.26%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	1.67%	300.48K	35.47M	7.04K	+2.40%
Jun 30, 2026	LARSON FINANCIAL GROUP LLC	6.36%	1.15M	135.35M	200.04K	+21.13%
Jun 30, 2026	CLARITY ASSET MANAGEMENT, INC.	0.34%	61.8K	7.3M	2K	+3.35%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	5.11%	921.17K	108.74M	-111.3K	-10.78%
Jun 30, 2026	MODERN WEALTH MANAGEMENT, LLC	3.28%	592.37K	72.92M	592.37K	+100.00%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.55%	460.12K	54.32M	16.71K	+3.77%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	2.05%	370.27K	43.71M	2.18K	+0.59%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.31%	55.72K	6.58M	8.28K	+17.46%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.23%	41.88K	4.94M	13.47K	+47.43%
Jun 30, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.22%	40.22K	4.75M	-249	-0.62%
Mar 31, 2026	UBS GROUP AG	0.74%	129.91K	13.64M	-37.64K	-22.46%
Mar 31, 2026	STRATOS WEALTH ADVISORS, LLC	0.5%	87.98K	9.24M	1.8K	+2.09%
Mar 31, 2026	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.49%	86.22K	9.06M	-28.92K	-25.11%
Mar 31, 2026	MFA WEALTH SERVICES	0.47%	83.38K	8.76M	823	+1.00%
Mar 31, 2026	IFP ADVISORS, INC	0.35%	61.71K	6.48M	-3.43K	-5.27%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.35%	61.05K	6.41M	1.08K	+1.81%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.34%	60.37K	6.34M	7.43K	+14.04%
Mar 31, 2026	PETROS FAMILY WEALTH, LLC	0.25%	44.09K	4.63M	8.01K	+22.20%
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.23%	40.47K	4.25M	-5.65K	-12.25%
Mar 31, 2026	PCG WEALTH ADVISORS, LLC	0.18%	33.9K	3.56M	-6.78K	-16.66%
Mar 31, 2026	CRESSET ASSET MANAGEMENT, LLC	0.18%	32.71K	3.44M	704	+2.20%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.51%	443.41K	46.57M	-112.22K	-20.20%
Mar 31, 2026	PROCYON ADVISORS, LLC	1.94%	342.87K	36.01M	37.8K	+12.39%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.93%	164.54K	18.84M	11K	+7.16%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.92%	162.5K	17.07M	45.7K	+39.13%
Mar 31, 2026	IAM ADVISORY, LLC	0.76%	134.64K	14.14M	-1.76K	-1.29%
Mar 31, 2026	PATHWAY FINANCIAL ADVISORS LLC	0.68%	119.17K	12.67M	38.35K	+47.44%
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.77%	136.25K	14.31M	3.99K	+3.02%
Mar 31, 2026	FLAHARTY ASSET MANAGEMENT, LLC	0.86%	151.02K	15.86M	4.44K	+3.03%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.86%	151.56K	15.92M	20.74K	+15.85%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.2%	35.94K	3.77M	399	+1.12%
Mar 31, 2026	NOVA WEALTH MANAGEMENT, INC.	0.21%	37.69K	3.97M	1.28K	+3.51%
Mar 31, 2026	WEIL COMPANY, INC.	0.31%	55.53K	5.83M	4.7K	+9.25%
Mar 31, 2026	PARCION PRIVATE WEALTH LLC	0.32%	56.74K	5.96M	2.01K	+3.67%
Mar 31, 2026	CLARITY ASSET MANAGEMENT, INC.	0.34%	59.8K	6.28M	59.8K	+100.00%
Mar 31, 2026	ANDERSON FINANCIAL STRATEGIES, LLC	0.89%	157.24K	17.72M	13.75K	+9.58%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.01%	178.84K	18.78M	-33.68K	-15.85%
Mar 31, 2026	SHERRILL & HUTCHINS FINANCIAL ADVISORY, INC	1.52%	267.83K	28.13M	267.83K	+100.00%
Mar 31, 2026		0.37%	66.11K	6.94M	-11.86K	-15.21%
Mar 31, 2026	LPL FINANCIAL LLC	14.54%	2.57M	269.59M	178.46K	+7.47%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.56%	99.11K	10.41M	-5.58K	-5.33%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.12%	21.47K	2.26M	-947	-4.22%
Mar 31, 2026	ELEVATION CAPITAL ADVISORY, LLC	0.13%	24.14K	2.54M	24.14K	+100.00%
Mar 31, 2026	BEDEL FINANCIAL CONSULTING, INC.	0.14%	25.18K	2.65M	438	+1.77%
Mar 31, 2026	CYNDEO WEALTH PARTNERS, LLC	0.15%	27.11K	2.85M	-1.23K	-4.33%
Mar 31, 2026	CAPITAL ANALYSTS, LLC	0.15%	27.79K	2.92M	-2.65K	-8.70%
Mar 31, 2026	KEY FINANCIAL INC	0.16%	28.91K	3.04M	3.84K	+15.33%
Mar 31, 2026	FOUNDERS FINANCIAL SECURITIES LLC	0.17%	31.62K	3.49M	1.58K	+5.27%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.18%	32.21K	3.38M	10.32K	+47.14%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.82%	498.42K	52.35M	-16.65K	-3.23%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.73%	834.47K	87.64M	48.78K	+6.21%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.52%	91.22K	9.58M	-5.42K	-5.61%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	5.85%	1.03M	108.44M	90.99K	+9.66%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	1.66%	293.44K	30.82M	88.83K	+43.42%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.27%	47.44K	4.98M	4.51K	+10.49%
Mar 31, 2026	INTRUA FINANCIAL, LLC	1.78%	313.72K	32.95M	12.37K	+4.11%
Mar 31, 2026	NEXT LEVEL PRIVATE LLC	2%	353.83K	37.16M	56.37K	+18.95%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	6.23%	1.1M	115.51M	64.25K	+6.20%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	0.6%	106.14K	11.15M	56.52K	+113.89%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.5%	88.86K	9.33M	11.01K	+14.14%
Mar 31, 2026	ROYAL BANK OF CANADA	0.5%	88.49K	9.29M	-99.89K	-53.02%
Mar 31, 2026	RUGGAARD & ASSOCIATES LLC	0.46%	81.04K	8.51M	-48.04K	-37.22%
Mar 31, 2026	LARSON FINANCIAL GROUP LLC	5.36%	946.48K	99.41M	171.85K	+22.19%
Mar 31, 2026	AMERICAN CENTURY COMPANIES INC	4.9%	865.52K	90.91M	-121.79K	-12.34%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	2.18%	384.17K	40.35M	379.51K	+8,152.78%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	2.08%	368.09K	38.66M	8.54K	+2.38%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.5%	265.4K	27.88M	-739	-0.28%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	1.02%	179.87K	18.89M	-29.5K	-14.09%
Mar 31, 2026	MB, LEVIS & ASSOCIATES, LLC	0.5%	88.04K	9.25M	2K	+2.32%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.26%	52.94K	6.06M	4.05K	+8.28%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.16%	32.35K	3.7M	-826	-2.49%
Dec 31, 2025	CAPITAL ANALYSTS, LLC	0.15%	30.44K	3.49M	-82	-0.27%
Dec 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.15%	30.03K	3.44M	2.26K	+8.12%
Dec 31, 2025	CYNDEO WEALTH PARTNERS, LLC	0.14%	28.34K	3.25M	-902	-3.08%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.04%	212.52K	24.34M	47.04K	+28.43%
Dec 31, 2025	NEXT LEVEL PRIVATE LLC	1.46%	297.46K	34.07M	117.93K	+65.68%
Dec 31, 2025	PARCION PRIVATE WEALTH LLC	0.27%	54.73K	6.27M	497	+0.92%
Dec 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.42%	86.18K	9.87M	597	+0.70%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.44%	90.3K	10.34M	12.25K	+15.69%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.47%	96.64K	11.07M	9.06K	+10.34%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.51%	104.69K	11.99M	20.94K	+25.01%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.57%	116.8K	13.38M	40.3K	+52.68%
Dec 31, 2025	ANDERSON FINANCIAL STRATEGIES, LLC	0.71%	143.49K	16.43M	2.91K	+2.07%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.87%	785.69K	89.98M	525.66K	+202.15%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	4.84%	987.31K	113.07M	173.47K	+21.31%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	5.1%	1.04M	118.59M	76.18K	+7.94%
Dec 31, 2025	LPL FINANCIAL LLC	11.77%	2.39M	273.51M	246.45K	+11.51%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	1%	204.61K	23.43M	-11.97K	-5.53%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.71%	555.63K	63.63M	60.86K	+12.30%
Dec 31, 2025	INTRUA FINANCIAL, LLC	1.48%	301.35K	34.51M	11.71K	+4.04%
Dec 31, 2025	PROCYON ADVISORS, LLC	1.5%	305.07K	34.94M	-393	-0.13%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.51%	515.07K	58.99M	-75.81K	-12.83%
Dec 31, 2025	ROYAL BANK OF CANADA	0.92%	188.38K	21.57M	-4.24K	-2.20%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.64%	130.82K	14.98M	34.63K	+36.01%
Dec 31, 2025	RUGGAARD & ASSOCIATES LLC	0.63%	129.07K	14.78M	-14.86K	-10.32%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	1.03%	209.37K	23.98M	-60.43K	-22.40%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.75%	359.54K	41.18M	-37.69K	-9.49%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	4.62%	941.48K	107.82M	19.63K	+2.13%
Dec 31, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.12%	24.75K	2.83M	153	+0.62%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.27%	55.33K	6.34M	-16.65K	-23.13%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	59.97K	6.87M	17.41K	+40.92%
Dec 31, 2025	IFP ADVISORS, INC	0.32%	65.14K	7.46M	-19.13K	-22.70%
Dec 31, 2025	RFG ADVISORY, LLC	0.34%	69.92K	8.01M	22.3K	+46.82%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.38%	77.85K	8.92M	11K	+16.45%
Dec 31, 2025	FUNDAMENTUM, LLC	0.54%	110.71K	12.68M	-1.21K	-1.08%
Dec 31, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.56%	115.14K	13.19M	-1.56K	-1.33%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.65%	132.25K	15.15M	4.17K	+3.25%
Dec 31, 2025	IAM ADVISORY, LLC	0.67%	136.4K	15.62M	-1.24K	-0.90%
Dec 31, 2025	WEALTH ADVISORS OF IOWA, LLC	0.68%	137.85K	15.79M	-2.85K	-2.03%
Dec 31, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0.72%	146.58K	16.79M	146.58K	+100.00%
Dec 31, 2025	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	2.62%	532.78K	61.01M	-111.13K	-17.26%
Dec 31, 2025	PATHWAY FINANCIAL ADVISORS LLC	0.4%	80.83K	9.46M	8.52K	+11.78%
Dec 31, 2025	MFA WEALTH SERVICES	0.41%	82.55K	9.45M	1.21K	+1.49%
Dec 31, 2025	MB, LEVIS & ASSOCIATES, LLC	0.42%	86.04K	9.85M	891	+1.05%
Dec 31, 2025	MARINER, LLC	0.14%	27.94K	3.2M	-747	-2.60%
Dec 31, 2025	UBS GROUP AG	0.82%	167.54K	19.19M	-4.46K	-2.60%
Dec 31, 2025	KEY FINANCIAL INC	0.12%	25.06K	2.87M	5.49K	+28.05%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.13%	27.16K	3.11M	-1.49K	-5.21%
Dec 31, 2025	PCG WEALTH ADVISORS, LLC	0.2%	40.67K	4.66M	-1.83K	-4.30%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.17%	35.54K	4.07M	603	+1.73%
Dec 31, 2025	PETROS FAMILY WEALTH, LLC	0.18%	36.08K	4.13M	358	+1.00%
Dec 31, 2025	NOVA WEALTH MANAGEMENT, INC.	0.18%	36.41K	4.17M	935	+2.64%
Dec 31, 2025	WIN ADVISORS, INC	0.2%	40.26K	4.61M	487	+1.22%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	3.82%	774.63K	88.71M	79.71K	+11.47%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.3%	266.14K	30.48M	8.18K	+3.17%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.21%	42.93K	4.92M	14.9K	+53.14%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.23%	46.12K	5.28M	-272	-0.59%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.24%	49.63K	5.68M	604	+1.23%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.75%	153.54K	17.58M	5.63K	+3.81%
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.25%	50.4K	5.77M	-1.66K	-3.19%
Dec 31, 2025		0.25%	50.92K	5.83M	50.92K	+100.00%
Dec 31, 2025	WEIL COMPANY, INC.	0.25%	50.83K	5.82M	5.27K	+11.57%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	5.28%	959.38K	109.75M	87.79K	+10.07%
Sep 30, 2025	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	3.54%	643.91K	73.66M	-603.06K	-48.36%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	1.19%	216.58K	24.78M	-36	-0.02%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.43%	260.03K	29.75M	6.53K	+2.58%
Sep 30, 2025	ROYAL BANK OF CANADA	1.06%	192.62K	22.04M	1.94K	+1.02%
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.29%	52.06K	5.96M	1.45K	+2.85%
Sep 30, 2025	DAKOTA WEALTH MANAGEMENT	0.31%	56.68K	6.48M	-6.21K	-9.87%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.18%	397.24K	44.06M	-18.3K	-4.40%
Sep 30, 2025	IAM ADVISORY, LLC	0.76%	137.64K	15.75M	369	+0.27%
Sep 30, 2025	FUNDAMENTUM, LLC	0.62%	111.92K	12.8M	24.11K	+27.46%
Sep 30, 2025	PATHWAY FINANCIAL ADVISORS LLC	0.4%	72.31K	8.27M	8.72K	+13.71%
Sep 30, 2025	PETROS FAMILY WEALTH, LLC	0.2%	35.72K	4.09M	-7.55K	-17.45%
Sep 30, 2025	NOVA WEALTH MANAGEMENT, INC.	0.2%	35.48K	4.06M	8.26K	+30.34%
Sep 30, 2025	SYNOVUS FINANCIAL CORP	1.41%	255.81K	29.29M	7.63K	+3.07%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.43%	78.05K	8.93M	10.06K	+14.80%
Sep 30, 2025	INTRUA FINANCIAL, LLC	1.59%	289.63K	33.13M	6.53K	+2.31%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	1.48%	269.8K	30.87M	21.86K	+8.82%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.25%	590.88K	67.6M	2.92K	+0.50%
Sep 30, 2025	PROCYON ADVISORS, LLC	1.68%	305.46K	34.94M	8.67K	+2.92%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.42%	257.97K	29.51M	81.8K	+46.43%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.53%	96.19K	11M	10.57K	+12.34%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.46%	83.75K	9.58M	14.31K	+20.61%
Sep 30, 2025	MFA WEALTH SERVICES	0.45%	81.34K	9.31M	388	+0.48%
Sep 30, 2025	RFG ADVISORY, LLC	0.26%	47.62K	5.45M	2.42K	+5.36%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.26%	46.39K	5.31M	451	+0.98%
Sep 30, 2025	WEIL COMPANY, INC.	0.25%	45.56K	5.21M	4.65K	+11.37%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	42.55K	4.87M	14.47K	+51.51%
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.47%	85.59K	9.79M	-2.93K	-3.31%
Sep 30, 2025	MB, LEVIS & ASSOCIATES, LLC	0.47%	85.15K	9.74M	2.73K	+3.31%
Sep 30, 2025	PARCION PRIVATE WEALTH LLC	0.3%	54.23K	6.2M	2.11K	+4.05%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.27%	49.02K	5.61M	887	+1.84%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.27%	48.89K	5.59M	28.43K	+139.01%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.4%	71.98K	8.23M	11.32K	+18.66%
Sep 30, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.64%	116.7K	13.35M	-337	-0.29%
Sep 30, 2025	UBS GROUP AG	0.95%	172.01K	19.68M	1.01K	+0.59%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.48%	87.58K	10.02M	-2.89K	-3.19%
Sep 30, 2025	NEXT LEVEL PRIVATE LLC	0.99%	179.54K	20.59M	21.76K	+13.79%
Sep 30, 2025	MONEYWISE, INC.	0.18%	32.42K	3.71M	-2.98K	-8.41%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.17%	30.77K	3.52M	2.19K	+7.67%
Sep 30, 2025	CYNDEO WEALTH PARTNERS, LLC	0.16%	29.24K	3.35M	-1.1K	-3.63%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.16%	28.65K	3.28M	28.65K	+100.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.15%	28.04K	3.21M	13.39K	+91.38%
Sep 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.15%	27.78K	3.18M	-2.23K	-7.43%
Sep 30, 2025	KPP ADVISORY SERVICES LLC	0.14%	25.45K	2.91M	895	+3.64%
Sep 30, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.14%	24.59K	2.81M	108	+0.44%
Sep 30, 2025	LEGACY CG, LLC	0.13%	24.37K	2.79M	133	+0.55%
Sep 30, 2025	KEY FINANCIAL INC	0.11%	19.57K	2.24M	2.52K	+14.74%
Sep 30, 2025	FOURTH DIMENSION WEALTH, LLC	0.11%	19.29K	2.21M	757	+4.08%
Sep 30, 2025	VALUED RETIREMENTS, INC.	0.1%	18.23K	1.99M	0	0
Sep 30, 2025	COZAD ASSET MANAGEMENT INC	0.09%	16.62K	1.9M	4.3K	+34.94%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	16.28K	1.86M	1.66K	+11.38%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.91%	165.48K	18.93M	90.97K	+122.10%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.81%	147.91K	16.92M	7.36K	+5.23%
Sep 30, 2025	RUGGAARD & ASSOCIATES LLC	0.79%	143.94K	16.47M	1.11K	+0.78%
Sep 30, 2025	WEALTH ADVISORS OF IOWA, LLC	0.77%	140.71K	16.1M	5.5K	+4.07%
Sep 30, 2025	WIN ADVISORS, INC	0.22%	39.77K	4.55M	-86.91K	-68.61%
Sep 30, 2025	ANDERSON FINANCIAL STRATEGIES, LLC	0.77%	140.57K	16.08M	-1.68K	-1.18%
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.7%	128.09K	14.65M	114K	+809.25%
Sep 30, 2025	IFP ADVISORS, INC	0.46%	84.27K	9.64M	25.2K	+42.66%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.42%	76.5K	8.75M	-33.8K	-30.64%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.41%	73.86K	8.45M	38.99K	+111.80%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.37%	66.85K	7.65M	15.31K	+29.69%
Sep 30, 2025	PCG WEALTH ADVISORS, LLC	0.23%	42.5K	4.86M	42.5K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	11.78%	2.14M	245.03M	415.36K	+24.06%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.72%	494.77K	56.6M	65.34K	+15.21%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	5.07%	921.85K	105.46M	174.21K	+23.30%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	4.48%	813.84K	93.1M	30.61K	+3.91%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	3.82%	694.92K	79.5M	178.3K	+34.51%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.44%	74.51K	8.13M	31.12K	+71.72%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.51%	85.62K	9.34M	22.07K	+34.73%
Jun 30, 2025	WIN ADVISORS, INC	0.75%	126.69K	13.82M	-1.71K	-1.33%
Jun 30, 2025	WEALTH ADVISORS OF IOWA, LLC	0.8%	135.21K	14.75M	130.44K	+2,738.69%
Jun 30, 2025	INTRUA FINANCIAL, LLC	1.68%	283.1K	30.89M	106.48K	+60.28%
Jun 30, 2025	MFA WEALTH SERVICES	0.48%	80.95K	8.83M	568	+0.71%
Jun 30, 2025	MB, LEVIS & ASSOCIATES, LLC	0.49%	82.42K	8.99M	3.38K	+4.28%
Jun 30, 2025	ANDERSON FINANCIAL STRATEGIES, LLC	0.84%	142.26K	15.52M	142.26K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.46%	415.54K	45.34M	103.71K	+33.26%
Jun 30, 2025	PROCYON ADVISORS, LLC	1.76%	296.79K	32.39M	-1.72K	-0.58%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.54%	429.44K	46.86M	-14.52K	-3.27%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	3.06%	516.63K	56.37M	321.92K	+165.33%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.48%	587.96K	64.16M	-11.13K	-1.86%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	4.43%	747.65K	81.58M	275.7K	+58.42%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	4.64%	783.23K	85.47M	-109.56K	-12.27%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	5.16%	871.59K	95.11M	3.23K	+0.37%
Jun 30, 2025	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	7.39%	1.25M	136.07M	280.02K	+28.96%
Jun 30, 2025	LPL FINANCIAL LLC	10.23%	1.73M	188.4M	117.95K	+7.33%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.29%	48.13K	5.25M	1.06K	+2.25%
Jun 30, 2025	MARINER, LLC	0.29%	48.43K	5.28M	48.43K	+100.00%
Jun 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.3%	50.62K	5.52M	47.05K	+1,319.78%
Jun 30, 2025	IFP ADVISORS, INC	0.35%	59.07K	6.45M	33.01K	+126.71%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.36%	60.66K	6.62M	648	+1.08%
Jun 30, 2025	DAKOTA WEALTH MANAGEMENT	0.37%	62.89K	6.86M	-5.99K	-8.70%
Jun 30, 2025	PATHWAY FINANCIAL ADVISORS LLC	0.38%	63.59K	6.94M	4.17K	+7.02%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.4%	67.99K	7.42M	41.61K	+157.76%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.4%	68.15K	7.44M	65.61K	+2,584.05%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.41%	69.44K	7.58M	27.44K	+65.36%
Jun 30, 2025	FUNDAMENTUM, LLC	0.52%	87.81K	9.58M	87.81K	+100.00%
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.52%	88.52K	9.66M	3.85K	+4.55%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.54%	90.47K	9.87M	17.2K	+23.48%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.65%	110.3K	12.04M	110.3K	+100.00%
Jun 30, 2025	IAM ADVISORY, LLC	0.81%	137.27K	14.98M	-2.24K	-1.60%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.83%	140.55K	15.34M	12.74K	+9.96%
Jun 30, 2025	RUGGAARD & ASSOCIATES LLC	0.85%	142.82K	15.58M	4.02K	+2.89%
Jun 30, 2025	NEXT LEVEL PRIVATE LLC	0.93%	157.78K	17.22M	71.78K	+83.46%
Jun 30, 2025	RFG ADVISORY, LLC	0.27%	45.2K	4.93M	34.42K	+319.48%
Jun 30, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.69%	117.03K	12.77M	1.05K	+0.91%
Jun 30, 2025		0.27%	45.55K	4.97M	45.55K	+100.00%
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.27%	45.94K	5.01M	3.3K	+7.74%
Jun 30, 2025	SIGMA PLANNING CORP	0.28%	47.37K	5.17M	2.3K	+5.11%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.31%	51.55K	5.62M	-45.79K	-47.04%
Jun 30, 2025	PARCION PRIVATE WEALTH LLC	0.31%	52.12K	5.69M	1.74K	+3.46%
Jun 30, 2025	UBS GROUP AG	1.01%	171K	18.66M	127.84K	+296.22%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.04%	176.17K	19.22M	49.85K	+39.47%
Jun 30, 2025	ROYAL BANK OF CANADA	1.13%	190.68K	20.81M	73.89K	+63.26%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	1.28%	216.61K	23.64M	212.34K	+4,972.93%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	1.47%	247.94K	27.06M	32.52K	+15.10%
Jun 30, 2025	SYNOVUS FINANCIAL CORP	1.47%	248.18K	27.1M	151	+0.06%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.5%	253.5K	27.66M	215.84K	+573.14%
Jun 30, 2025	REDHAWK WEALTH ADVISORS, INC.	1.55%	261.14K	28.5M	261.14K	+100.00%
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.39%	47.07K	4.41M	42.54K	+938.68%
Mar 31, 2025	PARCION PRIVATE WEALTH LLC	0.42%	50.38K	4.72M	1.48K	+3.02%
Mar 31, 2025	PATHWAY FINANCIAL ADVISORS LLC	0.49%	59.42K	5.57M	993	+1.70%
Mar 31, 2025		0.28%	33.27K	3.12M	8.75K	+35.69%
Mar 31, 2025	SYNOVUS FINANCIAL CORP	2.06%	248.03K	23.23M	10.51K	+4.43%
Mar 31, 2025	DAKOTA WEALTH MANAGEMENT	0.57%	68.88K	6.45M	-12.05K	-14.89%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.61%	73.27K	6.86M	41.81K	+132.91%
Mar 31, 2025	WIN ADVISORS, INC	1.07%	128.4K	12.03M	-70.18K	-35.34%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.22%	26.38K	2.47M	-3.15K	-10.66%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.23%	28.3K	2.65M	-685	-2.36%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.5%	60.01K	5.62M	-49.86K	-45.38%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.53%	63.55K	5.95M	580	+0.92%
Mar 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.7%	84.66K	7.93M	-4.26K	-4.79%
Mar 31, 2025	PROSPERITY FINANCIAL GROUP, INC.	0.24%	29K	2.72M	7.08K	+32.29%
Mar 31, 2025	CAPITAL ANALYSTS, LLC	0.25%	29.92K	2.8M	1.26K	+4.38%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.26%	30.83K	2.89M	-531	-1.69%
Mar 31, 2025	PCG WEALTH ADVISORS, LLC	0.28%	33.64K	3.15M	-4.42K	-11.61%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.28%	34.02K	3.19M	3.96K	+13.19%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.63%	76.45K	7.56M	-15.25K	-16.63%
Mar 31, 2025	NEXT LEVEL PRIVATE LLC	0.71%	86K	8.06M	86K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.05%	126.32K	11.83M	21.44K	+20.44%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.35%	41.99K	3.93M	11K	+35.48%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.36%	43.39K	4.06M	33.04K	+319.45%
Mar 31, 2025	SIGMA PLANNING CORP	0.37%	45.06K	4.22M	-2.48K	-5.22%
Mar 31, 2025	RUGGAARD & ASSOCIATES LLC	1.15%	138.81K	13M	5.25K	+3.93%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2.59%	311.83K	29.21M	42.38K	+15.73%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.68%	443.95K	41.58M	281.06K	+172.55%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	3.91%	471.95K	44.21M	54.46K	+13.04%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	4.97%	599.09K	56.12M	-28.63K	-4.56%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	1.62%	194.71K	18.24M	91.85K	+89.29%
Mar 31, 2025	ROYAL BANK OF CANADA	0.97%	116.79K	10.94M	90.02K	+336.17%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	1.06%	127.82K	11.97M	-32.48K	-20.26%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.24%	28.6K	2.68M	-32	-0.11%
Mar 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.35%	42.64K	3.99M	393	+0.93%
Mar 31, 2025	UBS GROUP AG	0.36%	43.16K	4.04M	951	+2.25%
Mar 31, 2025	IAM ADVISORY, LLC	1.16%	139.51K	13.07M	-8.22K	-5.56%
Mar 31, 2025	INTRUA FINANCIAL, LLC	1.47%	176.63K	16.54M	103.48K	+141.47%
Mar 31, 2025	PROCYON ADVISORS, LLC	2.48%	298.51K	27.96M	-7.33K	-2.40%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.31%	37.66K	3.53M	4.61K	+13.95%
Mar 31, 2025	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	8.02%	966.95K	90.57M	-201.79K	-17.27%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.81%	97.34K	9.12M	-1.85K	-1.87%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	1.79%	215.42K	20.18M	33.2K	+18.22%
Mar 31, 2025	LPL FINANCIAL LLC	13.34%	1.61M	150.68M	233.37K	+16.97%
Mar 31, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.96%	115.98K	10.86M	-6.69K	-5.45%
Mar 31, 2025	CYNDEO WEALTH PARTNERS, LLC	0.27%	32.27K	3.02M	-2.38K	-6.86%
Mar 31, 2025	MONEYWISE, INC.	0.33%	39.33K	3.68M	-7.57K	-16.14%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	7.2%	868.36K	81.34M	-4.65K	-0.53%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	7.41%	892.79K	83.63M	-2.1K	-0.24%

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