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

Who are the major shareholders selling First Trust Rising Dividend Achievers ETF stock?

MOUNT YALE INVESTMENT ADVISORS, LLC, in the last quarter, reduced its stake in RDVY by -30.22% restricting it's holding to 504.37 thousand shares of worth nearly $40.88M. MORGAN STANLEY also lessened -1.2% of the RDVY shares from its portfolio, reducing its holding to 20.63 million shares of worth $1.67B. KESTRA ADVISORY SERVICES, LLC also shunned RDVY shares holding by -4.27% last quarter which brought its holding to 2.76 million shares worth $223.88M.

Investors who are buying RDVY stock?

As per its latest 13F filing, JONES FINANCIAL COMPANIES LLLP increased its stake in RDVY by 21.71% in the last quarter. The institutional holder raised its holding to 2.56 million shares having worth more than $203.21M. STRATOS WEALTH PARTNERS, LTD. also added 1.04% more shares of RDVY to its portfolio, raising its holding to 588.14 thousand shares of worth $47.67M. GLADSTONE INSTITUTIONAL ADVISORY LLC also increased its RDVY shares holding by 2.94% which brought its holding to 520.45 thousand shares worth $42.19M.

RDVY's major insiders: who are they?

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

Did an insider recently sell RDVY stock?

Company executives, directors, and other insiders own N/A percent of First Trust Rising Dividend Achievers ETF's stock. Within the last six months, there have been 0 transaction(s) in which RDVY insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased RDVY stock?

There have been 0 transaction(s) during the past 6-months in which First Trust Rising Dividend Achievers ETF insiders have bought stock, totalling 0 shares

How much of RDVY does insiders own?

Around 0 First Trust Rising Dividend Achievers ETF shares are held by insiders, which represents about N/A of RDVY stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in RDVY?

JONES FINANCIAL COMPANIES LLLP is the largest institutional owner in RDVY which holds 2.56 million shares worth $203.21M or 0.85% of the total RDVY shares outstanding followed by STRATOS WEALTH PARTNERS, LTD. with ownership of 588.14 thousand shares representing 0.19% of the RDVY ownership. MOUNT YALE INVESTMENT ADVISORS, LLC is the third largest stakeholder with 504.37 thousand shares or 0.18% of the ownership worth more than $40.88M.

Is First Trust Rising Dividend Achievers 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 RDVY is concerned, it is a stock which is optionable.

Is there a short position on RDVY's shares?

Number of RDVY 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 RDVY shares are there?

As of today, null shares of RDVY are outstanding.

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

RDVY 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 RDVY is null.

First Trust Rising Dividend Achievers ETF (RDVY) 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. JONES FINANCIAL COMPANIES LLLP is the top corporate investor, holding 2.56M shares valued at $203.21M. A 0.85% stake in First Trust Rising Dividend Achievers ETF is owned by the company. STRATOS WEALTH PARTNERS, LTD. owns 588.14K shares valued at $47.67M, which translates its holding of 0.19% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.85%	2.56M	203.21M	457.14K	+21.71%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.19%	588.14K	47.67M	6.06K	+1.04%
Jun 30, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	0.18%	504.37K	40.88M	-218.47K	-30.22%
Jun 30, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.19%	520.45K	42.19M	14.85K	+2.94%
Jun 30, 2026	MORGAN STANLEY	6.83%	20.63M	1.67B	-251.2K	-1.20%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.89%	2.67M	216.79M	121.38K	+4.75%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.91%	2.76M	223.88M	-123.13K	-4.27%
Jun 30, 2026	FINANCIAL PARTNERS GROUP, INC	0.18%	542.38K	43.96M	-650	-0.12%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.3%	912.65K	73.98M	25.42K	+2.87%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.32%	977.1K	79.2M	24.52K	+2.57%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.44%	1.34M	108.82M	-181.85K	-11.93%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	1.06%	3.2M	259.3M	595.69K	+22.88%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.14%	3.45M	280M	223.98K	+6.93%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.16%	3.49M	283.11M	379.96K	+12.21%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.53%	4.63M	375.72M	221.28K	+5.01%
Jun 30, 2026	ROYAL BANK OF CANADA	1.79%	5.39M	437.08M	361.42K	+7.18%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.82%	5.5M	446.09M	86.68K	+1.60%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.88%	5.67M	459.51M	57.01K	+1.02%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.47%	7.46M	604.56M	13.84K	+0.19%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	3.11%	9.39M	761.39M	52.19K	+0.56%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	4.2%	12.68M	1.03B	1.38M	+12.19%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	4.24%	12.8M	1.04B	459.19K	+3.72%
Jun 30, 2026	LPL FINANCIAL LLC	11.57%	34.94M	2.83B	2.61M	+8.06%
Jun 30, 2026	AFFINITY WEALTH MANAGEMENT LLC	0.22%	663.88K	53.81M	433	+0.07%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.22%	669.63K	54.28M	15.41K	+2.36%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.23%	698.93K	56.66M	129.73K	+22.79%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.23%	709.08K	57.48M	228.48K	+47.54%
Jun 30, 2026	LIBERTY SQUARE WEALTH PARTNERS LLC	0.28%	860.68K	69.77M	55.35K	+6.87%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.31%	925.85K	75.05M	-108.16K	-10.46%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.32%	962K	77.98M	26.38K	+2.82%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.32%	967.55K	78.43M	-76	-0.01%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.42%	1.26M	102.09M	10.07K	+0.81%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.38%	1.14M	92.07M	8.94K	+0.79%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.37%	1.11M	89.63M	-65.5K	-5.59%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.19%	577.64K	46.38M	206.94K	+55.82%
Jun 30, 2026	CSENGE ADVISORY GROUP	0.35%	1.07M	86.48M	18.75K	+1.79%
Jun 30, 2026	VESTGEN ADVISORS, LLC	0.15%	429.74K	34.83M	-1.24K	-0.29%
Jun 30, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.16%	459.26K	37.23M	14.36K	+3.23%
Jun 30, 2026	BENJAMIN EDWARDS INC	0.17%	468.65K	38M	8.71K	+1.89%
Jun 30, 2026	PERENNIAL INVESTMENT ADVISORS, LLC	0.18%	554.41K	44.94M	35.39K	+6.82%
Jun 30, 2026	ASCENSION CAPITAL ADVISORS, INC.	0.19%	565.31K	45.82M	-20.06K	-3.43%
Jun 30, 2026	KOSHINSKI ASSET MANAGEMENT, INC.	0.19%	573.64K	46.5M	9.15K	+1.62%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.44%	4.35M	352.66M	306.47K	+7.58%
Jun 30, 2026	HORIZON ADVISORY SERVICES, INC.	0.19%	523.28K	42.42M	-13.73K	-2.56%
Jun 30, 2026	UBS GROUP AG	1.79%	5.4M	437.62M	-130.46K	-2.36%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.59%	1.8M	145.65M	32.96K	+1.87%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.56%	1.68M	136.03M	320.41K	+23.60%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.54%	1.62M	131.6M	74.62K	+4.82%
Jun 30, 2026	ADVANCE CAPITAL MANAGEMENT, INC.	0.17%	478.37K	38.78M	405.02K	+552.14%
Jun 30, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.18%	488.52K	39.6M	7.85K	+1.63%
Jun 30, 2026	CITIGROUP INC	0.18%	489.45K	39.67M	58.94K	+13.69%
Jun 30, 2026	RISE ADVISORS, LLC	0.18%	490.6K	39.77M	18.21K	+3.85%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.26%	712.92K	57.79M	-142.53K	-16.66%
Jun 30, 2026	GUARDIAN WEALTH ADVISORS, LLC / NC	0.22%	665.51K	53.95M	20.11K	+3.12%
Jun 30, 2026	PARADIEM, LLC	0.2%	610.73K	49.51M	610.73K	+100.00%
Jun 30, 2026	RVW WEALTH, LLC	0.19%	586.91K	47.57M	16.2K	+2.84%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.49%	1.48M	120.11M	43.75K	+3.04%
Jun 30, 2026	BLAIR WILLIAM & CO/IL	0.47%	1.43M	116M	550.2K	+62.46%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.47%	1.41M	114.04M	10.17K	+0.73%
Jun 30, 2026	JPMORGAN CHASE & CO	0.29%	870.82K	70.09M	97.65K	+12.63%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.34%	1.03M	70.57M	-142.95K	-12.15%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.31%	952.58K	65.04M	71.57K	+8.12%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.32%	967.62K	66.07M	15.62K	+1.64%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.44%	1.36M	92.71M	-139.13K	-9.29%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.46%	1.4M	95.37M	-4.12K	-0.29%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.5%	1.52M	104.08M	71.01K	+4.89%
Mar 31, 2026	GUARDIAN WEALTH ADVISORS, LLC / NC	0.21%	645.4K	44.07M	1.91K	+0.30%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.21%	654.22K	44.67M	6.36K	+0.98%
Mar 31, 2026	AFFINITY WEALTH MANAGEMENT LLC	0.22%	663.45K	45.3M	-1.36K	-0.20%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.28%	844.4K	57.66M	844.4K	+100.00%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.28%	855.45K	58.41M	398.3K	+87.13%
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0.29%	880.82K	60.14M	127.51K	+16.93%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.19%	582.08K	39.74M	42.26K	+7.83%
Mar 31, 2026	ASCENSION CAPITAL ADVISORS, INC.	0.19%	585.37K	39.97M	3.89K	+0.67%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.29%	887.23K	60.58M	308.35K	+53.27%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.31%	935.62K	63.88M	54.49K	+6.18%
Mar 31, 2026	CWM, LLC	0.31%	939.51K	64.15M	-31.32K	-3.23%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.37%	1.13M	76.94M	102.1K	+9.96%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.47%	1.44M	98.18M	125.25K	+9.54%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.84%	2.55M	174.33M	76.53K	+3.09%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.94%	2.89M	196.99M	128.75K	+4.67%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.02%	3.11M	212.53M	395.12K	+14.54%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.06%	3.23M	220.56M	521.84K	+19.27%
Mar 31, 2026	RVW WEALTH, LLC	0.19%	570.71K	38.97M	-6.38K	-1.10%
Mar 31, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	0.24%	722.84K	49.36M	678.23K	+1,520.36%
Mar 31, 2026	LIBERTY SQUARE WEALTH PARTNERS LLC	0.26%	805.32K	54.99M	69.3K	+9.42%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.51%	1.55M	105.75M	45.59K	+3.03%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.85%	2.6M	177.75M	-7.77K	-0.30%
Mar 31, 2026	UBS GROUP AG	1.81%	5.53M	377.54M	-465.28K	-7.76%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.84%	5.61M	383.17M	56.36K	+1.01%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.7%	11.31M	771.96M	29.62K	+0.26%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	4.04%	12.34M	842.87M	1.06M	+9.38%
Mar 31, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.15%	399.32K	27.27M	44.08K	+12.41%
Mar 31, 2026	CITIGROUP INC	0.16%	430.51K	29.4M	43.24K	+11.16%
Mar 31, 2026	VESTGEN ADVISORS, LLC	0.16%	430.98K	31.92M	-12.56K	-2.83%
Mar 31, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.16%	444.9K	30.38M	146.44K	+49.06%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.17%	459.94K	31.41M	40.12K	+9.56%
Mar 31, 2026	RISE ADVISORS, LLC	0.17%	472.4K	32.52M	31.63K	+7.18%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.18%	480.6K	32.82M	-205.21K	-29.92%
Mar 31, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.18%	480.67K	32.82M	95.75K	+24.87%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.18%	505.61K	34.52M	41.07K	+8.84%
Mar 31, 2026	HOBART PRIVATE CAPITAL, LLC	0.19%	516.61K	35.27M	12.37K	+2.45%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.19%	523.38K	35.74M	523.38K	+100.00%
Mar 31, 2026	SPECTRUM WEALTH ADVISORY GROUP, LLC	0.19%	532.04K	36.33M	-3.01K	-0.56%
Mar 31, 2026	HORIZON ADVISORY SERVICES, INC.	0.2%	537.01K	36.67M	-14.06K	-2.55%
Mar 31, 2026	FINANCIAL PARTNERS GROUP, INC	0.2%	543.03K	37.08M	4.42K	+0.82%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.19%	569.2K	38.86M	33.3K	+6.21%
Mar 31, 2026	LPL FINANCIAL LLC	10.58%	32.33M	2.21B	1.83M	+5.99%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.32%	4.04M	276.13M	299.62K	+8.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.44%	4.41M	301.35M	500.51K	+12.79%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.44%	7.44M	508.3M	219.06K	+3.03%
Mar 31, 2026	CSENGE ADVISORY GROUP	0.34%	1.05M	71.56M	42.74K	+4.25%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.24%	742.64K	50.71M	699.26K	+1,611.87%
Mar 31, 2026	JPMORGAN CHASE & CO	0.25%	773.17K	51.35M	144.33K	+22.95%
Mar 31, 2026	MARINER, LLC	0.34%	1.04M	70.96M	-10.96K	-1.04%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.38%	1.17M	79.99M	57.15K	+5.13%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.41%	1.25M	86.79M	-109.51K	-8.06%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.58%	1.76M	120.44M	137.72K	+8.47%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.69%	2.11M	140.41M	536.38K	+34.18%
Mar 31, 2026	KOSHINSKI ASSET MANAGEMENT, INC.	0.18%	564.49K	38.54M	-3.65K	-0.64%
Mar 31, 2026	ROYAL BANK OF CANADA	1.65%	5.03M	343.49M	307.82K	+6.52%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.77%	5.42M	369.84M	269.42K	+5.23%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	3.42%	9.34M	638.44M	298.55K	+3.30%
Mar 31, 2026	MORGAN STANLEY	6.83%	20.88M	1.43B	725.5K	+3.60%
Dec 31, 2025	MORGAN STANLEY	7.1%	20.15M	1.4B	940.59K	+4.90%
Dec 31, 2025	CWM, LLC	0.34%	970.83K	67.44M	-8.24K	-0.84%
Dec 31, 2025	CITIGROUP INC	0.14%	387.28K	26.9M	22.59K	+6.20%
Dec 31, 2025	US BANCORP \DE\	0.14%	366.14K	25.44M	10.49K	+2.95%
Dec 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.15%	384.92K	26.74M	2.46K	+0.64%
Dec 31, 2025	RISE ADVISORS, LLC	0.16%	440.77K	30.62M	433.4K	+5,883.79%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.16%	419.82K	29.17M	17.12K	+4.25%
Dec 31, 2025	HOBART PRIVATE CAPITAL, LLC	0.19%	504.24K	35.03M	14.63K	+2.99%
Dec 31, 2025	SPECTRUM WEALTH ADVISORY GROUP, LLC	0.19%	535.05K	37.17M	235.84K	+78.82%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.2%	554.95K	38.55M	480.05K	+640.90%
Dec 31, 2025	FINANCIAL PARTNERS GROUP, INC	0.2%	538.61K	38.93M	14.65K	+2.80%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.2%	539.82K	37.5M	27.05K	+5.27%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.21%	578.88K	40.21M	-87.73K	-13.16%
Dec 31, 2025	ASCENSION CAPITAL ADVISORS, INC.	0.21%	581.47K	40.39M	48.21K	+9.04%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.4%	1.11M	77.41M	22.99K	+2.11%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.81%	5.15M	357.57M	241.11K	+4.91%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.96%	5.56M	385.94M	36.81K	+0.67%
Dec 31, 2025	UBS GROUP AG	2.11%	5.99M	416.44M	254.24K	+4.43%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.55%	7.23M	501.94M	232.94K	+3.33%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	3.97%	11.28M	783.36M	1.08M	+10.55%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	4.02%	11.29M	784.02M	243.59K	+2.21%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.32%	3.74M	260.13M	243.55K	+6.96%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.16%	457.15K	31.76M	-409.6K	-47.26%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.02%	2.71M	188.15M	117.44K	+4.53%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.97%	2.76M	191.48M	114.58K	+4.34%
Dec 31, 2025	AFFINITY WEALTH MANAGEMENT LLC	0.25%	664.8K	46.18M	2.02K	+0.31%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.49%	1.4M	97.32M	91.01K	+6.95%
Dec 31, 2025	LPL FINANCIAL LLC	10.9%	30.5M	2.12B	2.91M	+10.54%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.62%	1.63M	112.97M	33.28K	+2.09%
Dec 31, 2025	ROYAL BANK OF CANADA	1.66%	4.72M	328.09M	569.11K	+13.70%
Dec 31, 2025	LIBERTY SQUARE WEALTH PARTNERS LLC	0.26%	736.02K	51.13M	171.52K	+30.38%
Dec 31, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.21%	568.14K	39.47M	17.32K	+3.14%
Dec 31, 2025	HORIZON ADVISORY SERVICES, INC.	0.21%	551.08K	38.28M	-10.25K	-1.83%
Dec 31, 2025	RVW WEALTH, LLC	0.22%	577.09K	40.09M	-5.79K	-0.99%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.93%	2.61M	181.38M	170.01K	+6.96%
Dec 31, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.23%	643.48K	44.7M	39.48K	+6.54%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.23%	647.86K	45.01M	36.54K	+5.98%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.24%	685.81K	47.64M	685.81K	+100.00%
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.27%	753.31K	52.33M	174.99K	+30.26%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.33%	881.13K	61.21M	20.3K	+2.36%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.36%	1.02M	71.19M	-71.5K	-6.52%
Dec 31, 2025	MARINER, LLC	0.37%	1.05M	72.96M	8.62K	+0.83%
Dec 31, 2025	CSENGE ADVISORY GROUP	0.38%	1.01M	69.84M	36.72K	+3.79%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.45%	1.18M	81.76M	-39.78K	-3.27%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.48%	1.36M	94.4M	98.56K	+7.82%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.53%	1.5M	103.99M	93.66K	+6.68%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.54%	1.5M	104.43M	57.93K	+4.01%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.55%	1.45M	100.96M	45.42K	+3.23%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.56%	1.57M	109.02M	415.48K	+36.01%
Dec 31, 2025	JPMORGAN CHASE & CO	0.24%	628.84K	43.69M	-1.08M	-63.16%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.36%	952K	66.14M	530.99K	+126.12%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.88%	2.48M	172.05M	79.34K	+3.31%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.33%	881.01K	61.2M	10.49K	+1.21%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.19%	535.9K	37.23M	-20.76K	-3.73%
Dec 31, 2025	PARK NATIONAL CORP /OH/	0.14%	361.46K	25.11M	12.18K	+3.49%
Dec 31, 2025	ODONNELL FINANCIAL SERVICES, LLC	0.14%	357.07K	24.81M	8.63K	+2.48%
Dec 31, 2025	CRUMLY & ASSOCIATES INC.	0.13%	338.77K	23.53M	-26.52K	-7.26%
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.13%	338.65K	23.53M	13.58K	+4.18%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.13%	355.23K	24.68M	36.13K	+11.32%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.13%	330.68K	23.2M	72.17K	+27.92%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.97%	2.72M	188.79M	-92.54K	-3.29%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.46%	1.31M	91.2M	153.15K	+13.21%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.12%	328.33K	22.81M	56.18K	+20.64%
Dec 31, 2025	SANCHEZ WEALTH MANAGEMENT GROUP	0.12%	321.36K	22.32M	117.5K	+57.64%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	3.22%	9.04M	628.12M	1.25M	+16.07%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.38%	3.91M	271.84M	284.76K	+7.85%
Dec 31, 2025	NEXT LEVEL PRIVATE LLC	0.12%	328.64K	22.83M	19.08K	+6.16%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.12%	319.1K	21.46M	41.51K	+14.95%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.89%	4.91M	329.98M	577.32K	+13.34%
Sep 30, 2025	ROYAL BANK OF CANADA	1.6%	4.15M	279.37M	183.86K	+4.63%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.08%	2.81M	189.01M	371.37K	+15.23%
Sep 30, 2025	INTEGRITY WEALTH ADVISORS, INC.	0.21%	539.12K	35.18M	252.67K	+88.21%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.2%	512.77K	34.49M	31.26K	+6.49%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.42%	1.09M	73.4M	30.78K	+2.90%
Sep 30, 2025	UBS GROUP AG	2.22%	5.74M	386.09M	624.94K	+12.22%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1%	2.59M	174.27M	209.53K	+8.80%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.54%	1.41M	94.69M	-8.59K	-0.61%
Sep 30, 2025	ASCENSION CAPITAL ADVISORS, INC.	0.21%	533.26K	35.87M	-3.13K	-0.58%
Sep 30, 2025	FINANCIAL PARTNERS GROUP, INC	0.2%	523.96K	35.24M	-1.69K	-0.32%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.24%	611.32K	41.12M	69.26K	+12.78%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.56%	1.45M	97.21M	100.9K	+7.50%
Sep 30, 2025	HOBART PRIVATE CAPITAL, LLC	0.19%	489.61K	32.93M	36.91K	+8.15%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.13%	5.52M	371.18M	-236.78K	-4.11%
Sep 30, 2025	CWM, LLC	0.38%	979.06K	65.85M	-38.05K	-3.74%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.26%	666.61K	44.84M	76.76K	+13.01%
Sep 30, 2025	PRUDENTIAL PLC	0.19%	487.1K	32.76M	487.1K	+100.00%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.18%	460.66K	30.98M	233.31K	+102.62%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	421.01K	28.32M	43.39K	+11.49%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.45%	1.15M	77.57M	248.26K	+27.42%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.42%	1.1M	73.74M	189.94K	+20.96%
Sep 30, 2025	CSENGE ADVISORY GROUP	0.37%	968.63K	65.15M	-41.31K	-4.09%
Sep 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.23%	604K	40.63M	69.48K	+13.00%
Sep 30, 2025	RVW WEALTH, LLC	0.22%	582.87K	39.2M	4.82K	+0.83%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.34%	870.52K	58.55M	16.59K	+1.94%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.33%	866.75K	58.3M	-73.95K	-7.86%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.33%	860.83K	57.9M	12.33K	+1.45%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.22%	578.32K	38.9M	210.78K	+57.35%
Sep 30, 2025	LIBERTY SQUARE WEALTH PARTNERS LLC	0.22%	564.5K	37.97M	147.02K	+35.22%
Sep 30, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.16%	416.85K	28.04M	27.97K	+7.19%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.16%	402.7K	27.09M	35.65K	+9.71%
Sep 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.15%	382.46K	25.72M	17.99K	+4.94%
Sep 30, 2025	CRUMLY & ASSOCIATES INC.	0.14%	365.29K	24.57M	15.32K	+4.38%
Sep 30, 2025	CITIGROUP INC	0.14%	364.68K	24.53M	16.51K	+4.74%
Sep 30, 2025	US BANCORP \DE\	0.14%	355.65K	23.92M	9.32K	+2.69%
Sep 30, 2025	PARK NATIONAL CORP /OH/	0.13%	349.28K	23.49M	28.24K	+8.80%
Sep 30, 2025	ODONNELL FINANCIAL SERVICES, LLC	0.13%	348.45K	23.44M	161.54K	+86.42%
Sep 30, 2025	INTELLUS ADVISORS LLC	0.13%	328.99K	22.13M	3.52K	+1.08%
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.13%	325.07K	21.86M	5.19K	+1.62%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.12%	314.88K	21.18M	-3.47K	-1.09%
Sep 30, 2025	NEXT LEVEL PRIVATE LLC	0.12%	309.56K	21.02M	13.15K	+4.44%
Sep 30, 2025	ABLE FINANCIAL GROUP, LLC	0.11%	293.85K	19.76M	-8.19K	-2.71%
Sep 30, 2025	KEY CLIENT FIDUCIARY ADVISORS, LLC	0.11%	292.23K	19.66M	575	+0.20%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	285.15K	19.17M	42.32K	+17.43%
Sep 30, 2025	LEIGH BALDWIN & CO., LLC	0.11%	281.68K	11.09M	224.35K	+391.33%
Sep 30, 2025	LPL FINANCIAL LLC	10.65%	27.6M	1.86B	1.7M	+6.57%
Sep 30, 2025	MORGAN STANLEY	7.41%	19.21M	1.29B	2.36M	+14.01%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	4.26%	11.04M	742.69M	-159.35K	-1.42%
Sep 30, 2025	MARINER, LLC	0.4%	1.04M	70.06M	-60.34K	-5.48%
Sep 30, 2025	AFFINITY WEALTH MANAGEMENT LLC	0.26%	662.78K	44.58M	4.5K	+0.68%
Sep 30, 2025	HORIZON ADVISORY SERVICES, INC.	0.22%	561.33K	37.75M	-5.88K	-1.04%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	556.67K	37.44M	14.89K	+2.75%
Sep 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.21%	550.83K	37.05M	5.32K	+0.97%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	3.94%	10.2M	686.03M	340.92K	+3.46%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	3.01%	7.79M	523.91M	716.8K	+10.13%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.7%	6.99M	470.3M	455.26K	+6.96%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.4%	3.63M	240.38M	387.3K	+11.95%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.35%	3.5M	235.48M	705.74K	+25.25%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.02%	2.64M	177.68M	19.72K	+0.75%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.94%	2.44M	164.18M	103.57K	+4.43%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.93%	2.4M	161.24M	111.06K	+4.86%
Sep 30, 2025	JPMORGAN CHASE & CO	0.66%	1.71M	114.82M	725.74K	+73.96%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.61%	1.59M	107.14M	188.97K	+13.46%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.54%	1.4M	94.38M	44.31K	+3.26%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.51%	1.31M	88.1M	61.31K	+4.91%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.49%	1.26M	84.77M	242.06K	+23.77%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.47%	1.22M	583.84K	1.21M	+28,801.24%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.45%	1.16M	77.99M	227.62K	+24.42%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.45%	1.06M	66.54M	104.48K	+10.93%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.23%	541.78K	33.99M	14.87K	+2.82%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.83%	4.33M	271.58M	907.67K	+26.53%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.18%	2.8M	175.37M	97.92K	+3.63%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.12%	274.84K	17.24M	58.39K	+26.98%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.43%	5.76M	361.1M	-319.04K	-5.25%
Jun 30, 2025	SPECTRUM WEALTH ADVISORY GROUP, LLC	0.13%	296.27K	18.59M	2.93K	+1.00%
Jun 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.14%	319.88K	20.07M	-4.51K	-1.39%
Jun 30, 2025	PARK NATIONAL CORP /OH/	0.14%	321.05K	20.14M	38.61K	+13.67%
Jun 30, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.16%	388.88K	24.4M	50.49K	+14.92%
Jun 30, 2025	HORIZON ADVISORY SERVICES, INC.	0.24%	567.21K	35.59M	3.31K	+0.59%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.4%	940.7K	59.02M	8.68K	+0.93%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.11%	2.62M	164.51M	95.72K	+3.79%
Jun 30, 2025	ROYAL BANK OF CANADA	1.68%	3.97M	249.07M	448.73K	+12.74%
Jun 30, 2025	MORGAN STANLEY	7.11%	16.85M	1.06T	129.11K	+0.77%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.03%	2.44M	153.01M	89.33K	+3.80%
Jun 30, 2025	RVW WEALTH, LLC	0.24%	578.05K	36.27M	2.59K	+0.45%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.25%	589.85K	37.01M	16.17K	+2.82%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.28%	666.96K	41.85M	45.12K	+7.26%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.36%	848.5K	53.23M	179.97K	+26.92%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.37%	3.24M	203.19M	205.51K	+6.77%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.11%	266.24K	16.7M	130.78K	+96.55%
Jun 30, 2025	ERGAWEALTH ADVISORS, INC.	0.11%	271.59K	17.04M	14.28K	+5.55%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.12%	290.79K	18.24M	15.63K	+5.68%
Jun 30, 2025	NEXT LEVEL PRIVATE LLC	0.13%	296.41K	18.6M	6.15K	+2.12%
Jun 30, 2025	ABLE FINANCIAL GROUP, LLC	0.13%	302.04K	18.95M	-2.35K	-0.77%
Jun 30, 2025	VALMARK ADVISERS, INC.	0.13%	318.35K	19.97M	17.67K	+5.88%
Jun 30, 2025	CRUMLY & ASSOCIATES INC.	0.15%	349.98K	21.96M	8.23K	+2.41%
Jun 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.15%	364.47K	22.87M	76.82K	+26.70%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.16%	367.05K	23.03M	40.73K	+12.48%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	377.61K	23.69M	168.67K	+80.72%
Jun 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.23%	534.53K	33.54M	21.65K	+4.22%
Jun 30, 2025	MARINER, LLC	0.47%	1.1M	69.14M	612.25K	+125.02%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	4.73%	11.2M	702.78M	198.94K	+1.81%
Jun 30, 2025	ASCENSION CAPITAL ADVISORS, INC.	0.23%	536.4K	33.65M	2.5K	+0.47%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.23%	545.84K	34.25M	-32.45K	-5.61%
Jun 30, 2025	FINANCIAL PARTNERS GROUP, INC	0.22%	525.64K	32.98M	8.4K	+1.62%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.2%	481.51K	30.21M	5.28K	+1.11%
Jun 30, 2025	HOBART PRIVATE CAPITAL, LLC	0.19%	452.7K	28.4M	-11.4K	-2.46%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.43%	1.02M	63.89M	53.57K	+5.55%
Jun 30, 2025	CWM, LLC	0.43%	1.02M	63.81M	195.07K	+23.73%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.53%	1.25M	78.33M	-28.45K	-2.23%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.57%	1.34M	84.35M	69.85K	+5.48%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.59%	1.4M	88.08M	430.94K	+44.29%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.12%	277.59K	17.42M	35.75K	+14.78%
Jun 30, 2025	INTEGRITY WEALTH ADVISORS, INC.	0.12%	286.45K	17.97M	59.57K	+26.26%
Jun 30, 2025	KEY CLIENT FIDUCIARY ADVISORS, LLC	0.12%	291.66K	18.3M	-1.64K	-0.56%
Jun 30, 2025		0.18%	417.48K	26.19M	98.5K	+30.88%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.18%	432.09K	27.17M	-139.98K	-24.47%
Jun 30, 2025	AFFINITY WEALTH MANAGEMENT LLC	0.28%	658.28K	41.3M	-3.87K	-0.58%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.38%	906.36K	56.86M	38.79K	+4.47%
Jun 30, 2025	CSENGE ADVISORY GROUP	0.43%	1.01M	60.79M	-91.42K	-8.30%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.57%	1.36M	85.26M	89.43K	+7.04%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.99%	2.34M	146.65M	435.03K	+22.87%
Jun 30, 2025	SANCHEZ WEALTH MANAGEMENT GROUP	0.08%	199.43K	12.51M	4.28K	+2.19%
Jun 30, 2025	PFG ADVISORS	0.08%	199.67K	12.53M	-4.97K	-2.43%
Jun 30, 2025	SCARBOROUGH ADVISORS, LLC	0.08%	199.7K	12.53M	-25.83K	-11.45%
Jun 30, 2025	IFG ADVISORY, LLC	0.09%	205.82K	12.91M	10.09K	+5.15%
Jun 30, 2025	TRACTION FINANCIAL PARTNERS, LLC	0.09%	206.6K	12.96M	10.47K	+5.34%
Jun 30, 2025	HOWARD FINANCIAL SERVICES, LTD.	0.09%	212.22K	13.31M	7.37K	+3.60%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.09%	214.55K	13.46M	6.64K	+3.19%
Jun 30, 2025	ORG PARTNERS LLC	0.09%	217K	13.75M	-17.45K	-7.44%
Jun 30, 2025	TRU INDEPENDENCE LLC	0.09%	222K	13.93M	9.36K	+4.40%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.1%	228.24K	14.32M	8.04K	+3.65%
Jun 30, 2025	STRATEGIC PLANNING GROUP, LLC	0.1%	233.31K	14.64M	5.98K	+2.63%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.1%	236.61K	14.85M	3.65K	+1.57%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.1%	246.95K	15.49M	-8.67K	-3.39%
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.11%	255.82K	16.05M	43.42K	+20.44%
Jun 30, 2025	BEACON FINANCIAL GROUP	0.11%	261.64K	16.42M	-13.16K	-4.79%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.6%	1.42M	88.87M	-102.34K	-6.74%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.36%	853.92K	53.58M	27.67K	+3.35%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.38%	905.57K	56.53M	217.48K	+31.61%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.39%	931.96K	58.47M	33.84K	+3.77%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.97%	2.29M	143.44M	132.98K	+6.18%
Jun 30, 2025	LPL FINANCIAL LLC	10.93%	25.9M	1.62B	2.21M	+9.32%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	4.16%	9.86M	618.54M	335.21K	+3.52%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	2.99%	7.07M	442.53M	957.59K	+15.66%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.76%	6.54M	410.13M	258.17K	+4.11%
Jun 30, 2025	UBS GROUP AG	2.16%	5.12M	320.94M	258.33K	+5.32%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.01%	2.38M	149.41M	-43.67K	-1.80%
Jun 30, 2025	LIBERTY SQUARE WEALTH PARTNERS LLC	0.18%	417.48K	26.19M	98.5K	+30.88%
Jun 30, 2025	JPMORGAN CHASE & CO	0.41%	981.31K	61.57M	-427.72K	-30.36%
Jun 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.23%	545.51K	34.23M	12.23K	+2.29%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.23%	542.06K	34.01M	23.13K	+4.46%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.24%	526.91K	30.85M	26.67K	+5.33%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.88%	1.9M	111.36M	67.3K	+3.67%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.16%	2.53M	147.89M	-46.58K	-1.81%
Mar 31, 2025	MORGAN STANLEY	7.71%	16.72M	978.93M	480.34K	+2.96%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.24%	518.93K	30.38M	15.33K	+3.04%
Mar 31, 2025	AFFINITY WEALTH MANAGEMENT LLC	0.31%	662.15K	38.76M	137.61K	+26.23%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.24%	2.7M	157.9M	237.02K	+9.63%
Mar 31, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.25%	533.28K	31.22M	14.41K	+2.78%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.44%	964.7K	56.47M	37.87K	+4.09%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.45%	972.99K	56.96M	130.45K	+15.48%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.4%	3.03M	177.69M	408.1K	+15.54%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.8%	6.07M	355.6M	434.45K	+7.70%
Mar 31, 2025	ASCENSION CAPITAL ADVISORS, INC.	0.25%	533.9K	31.25M	5.23K	+0.99%
Mar 31, 2025	HORIZON ADVISORY SERVICES, INC.	0.26%	563.9K	33.01M	-2.72K	-0.48%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.26%	572.07K	33.49M	-151.71K	-20.96%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.26%	573.68K	33.58M	15.01K	+2.69%
Mar 31, 2025	RVW WEALTH, LLC	0.27%	575.46K	33.69M	-63.86K	-9.99%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.27%	578.29K	33.85M	16.51K	+2.94%
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	0.29%	621.84K	36.4M	-87.11K	-12.29%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.31%	668.53K	39.14M	8.5K	+1.29%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.32%	688.08K	39.93M	261.78K	+61.41%
Mar 31, 2025	CWM, LLC	0.38%	822.04K	48.12M	-24.39K	-2.88%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.38%	826.26K	48.37M	96.86K	+13.28%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.4%	867.57K	50.79M	-57.42K	-6.21%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.41%	898.12K	52.58M	99.16K	+12.41%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.43%	932.02K	54.56M	17.3K	+1.89%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.44%	955.67K	55.97M	95.59K	+11.11%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.99%	2.15M	126.05M	394K	+22.40%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.08%	2.35M	137.53M	263.6K	+12.64%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.12%	2.43M	141.96M	167.9K	+7.44%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.58%	3.42M	200.27M	334.33K	+10.83%
Mar 31, 2025	ROYAL BANK OF CANADA	1.62%	3.52M	206.12M	118.03K	+3.47%
Mar 31, 2025	UBS GROUP AG	2.24%	4.86M	284.33M	276.7K	+6.04%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	4.39%	9.52M	557.51M	515.03K	+5.72%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	5.07%	11M	644.09M	971.39K	+9.68%
Mar 31, 2025	MARINER, LLC	0.23%	489.71K	28.67M	38.76K	+8.60%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.9%	6.28M	367.57M	706.25K	+12.67%
Mar 31, 2025	HOBART PRIVATE CAPITAL, LLC	0.21%	464.1K	27.17M	24.51K	+5.58%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.22%	476.23K	27.88M	48.98K	+11.47%
Mar 31, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.24%	512.88K	30.02M	15.38K	+3.09%
Mar 31, 2025	CSENGE ADVISORY GROUP	0.51%	1.1M	60.19M	-14.6K	-1.31%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.59%	1.27M	74.32M	252.25K	+24.80%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.59%	1.27M	74.61M	607.35K	+91.03%
Mar 31, 2025	LPL FINANCIAL LLC	10.92%	23.69M	1.39B	2.38M	+11.17%
Mar 31, 2025	FIFTH THIRD SECURITIES, INC.	0.19%	401.99K	23.53M	35.27K	+9.62%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.7%	1.52M	88.91M	198.68K	+15.05%
Mar 31, 2025	JPMORGAN CHASE & CO	0.65%	1.41M	82.48M	-25.38K	-1.77%
Mar 31, 2025	FINANCIAL PARTNERS GROUP, INC	0.24%	517.24K	30.28M	29.33K	+6.01%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	2.82%	6.12M	357.12M	-19.17K	-0.31%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.59%	1.28M	74.75M	91.8K	+7.75%
Mar 31, 2024	AFFINITY WEALTH MANAGEMENT LLC	0.24%	437.26K	24.56M	5.19K	+1.20%
Mar 31, 2024	ASCENSION CAPITAL ADVISORS, INC.	0.26%	473.67K	26.61M	12.54K	+2.72%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.26%	476.82K	26.78M	229.8K	+93.03%
Mar 31, 2024	HORIZON ADVISORY SERVICES, INC.	0.26%	481.56K	27.05M	481.56K	+100.00%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.18%	344.31K	19.34M	29.88K	+9.50%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.18%	351.98K	19.77M	30.09K	+9.35%
Mar 31, 2024	WESTERN WEALTH MANAGEMENT, LLC	0.18%	359.26K	20.18M	-13.19K	-3.54%
Mar 31, 2024	CWM, LLC	0.21%	384.05K	21.57M	139.04K	+56.75%
Mar 31, 2024	LPL FINANCIAL LLC	9.53%	18.69M	1.05B	1.86M	+11.08%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.91%	1.79M	100.65M	175.92K	+10.89%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.21%	384.45K	21.59M	22.87K	+6.32%
Mar 31, 2024	SOLANO WEALTH MANAGEMENT, INC.	0.21%	388.75K	21.84M	60.02K	+18.26%
Mar 31, 2024	SWEET FINANCIAL PARTNERS, LLC	0.22%	398.54K	22.39M	-5.44K	-1.35%
Mar 31, 2024	KOSHINSKI ASSET MANAGEMENT, INC.	0.27%	500.47K	28.11M	472.78K	+1,707.84%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.3%	596.82K	33.52M	-9.62K	-1.59%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.33%	604.17K	33.94M	7.2K	+1.21%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.33%	647.38K	36.36M	69.52K	+12.03%
Mar 31, 2024	RVW WEALTH, LLC	0.34%	619.99K	34.82M	4.9K	+0.80%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.34%	625.08K	35.11M	130.51K	+26.39%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.36%	664.1K	37.3M	-55.86K	-7.76%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.36%	667.45K	37.49M	-3.75K	-0.56%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.37%	681.3K	38.27M	125.16K	+22.50%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.37%	689.82K	38.75M	-2.47K	-0.36%
Mar 31, 2024	JPMORGAN CHASE & CO	0.42%	815.68K	45.82M	78.12K	+10.59%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.42%	821.35K	46.13M	47.44K	+6.13%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.48%	894.35K	50.24M	115.73K	+14.86%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.8%	1.57M	88.05M	364.48K	+30.30%
Mar 31, 2024	CSENGE ADVISORY GROUP	0.55%	1.02M	57.4M	39.17K	+3.99%
Mar 31, 2024	FIFTH THIRD SECURITIES, INC.	0.52%	953.55K	53.56M	-51.64K	-5.14%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.52%	952.68K	53.51M	136.27K	+16.69%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.5%	929.4K	52.2M	58.38K	+6.70%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	2.95%	5.79M	325.15M	-14.64K	-0.25%
Mar 31, 2024	MORGAN STANLEY	7.19%	14.09M	791.34M	1.04M	+7.98%
Mar 31, 2024	CETERA ADVISORS LLC	0.49%	910.78K	51.16M	480.77K	+111.80%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.5%	919.9K	51.67M	61.9K	+7.21%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.5%	977.72K	54.92M	76.65K	+8.51%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	4.36%	8.55M	480.3M	595.74K	+7.49%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	2.4%	4.42M	248.52M	4.42M	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.37%	4.64M	260.79M	580.86K	+14.30%
Mar 31, 2024	GLOBAL ASSETS ADVISORY, LLC	2.28%	4.22M	75.52M	4.14M	+5,315.61%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	2.06%	4.05M	227.96M	-97.22K	-2.35%
Mar 31, 2024	UBS GROUP AG	1.97%	3.86M	216.8M	550.86K	+16.65%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.61%	3.16M	176.9M	-467.65K	-12.91%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.4%	2.75M	154.68M	47.98K	+1.77%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	1.38%	2.54M	142.79M	376.8K	+17.40%
Mar 31, 2024	ROYAL BANK OF CANADA	1.37%	2.69M	151.07M	163.38K	+6.47%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	1.23%	2.26M	127.17M	1.45M	+178.47%
Mar 31, 2024	ABLE FINANCIAL GROUP, LLC	0.2%	372.07K	20.9M	-3.68K	-0.98%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.84%	1.55M	87.17M	139.24K	+9.86%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.56%	3.05M	171.34M	130.5K	+4.47%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.96%	1.88M	105.38M	174.18K	+10.23%
Mar 31, 2024	GUARDIAN WEALTH ADVISORS, LLC / NC	0.23%	416.34K	23.39M	40.54K	+10.79%
Mar 31, 2024	APTUS CAPITAL ADVISORS, LLC	0.23%	418.58K	23.51M	38.06K	+10.00%
Mar 31, 2024	FINANCIAL PARTNERS GROUP, INC	0.25%	457.58K	25.7M	47.07K	+11.47%
Mar 31, 2024	CITIGROUP INC	0.15%	298.49K	16.77M	9.03K	+3.12%
Mar 31, 2024	GOOD LIFE ADVISORS, LLC	0.16%	304.22K	17.09M	-27.98K	-8.42%
Mar 31, 2024	PERENNIAL INVESTMENT ADVISORS, LLC	0.16%	304.73K	17.12M	135.99K	+80.59%
Mar 31, 2024	US BANCORP \DE\	0.16%	313.04K	17.59M	7.5K	+2.45%
Mar 31, 2024	BEACON FINANCIAL GROUP	0.16%	317.74K	17.85M	67.38K	+26.91%
Mar 31, 2024	CRUMLY & ASSOCIATES INC.	0.17%	340.43K	19.12M	194.38K	+133.09%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.43%	778.63K	40.23M	306.4K	+64.89%
Dec 31, 2023	FINANCIAL PARTNERS GROUP, INC	0.23%	410.51K	21.21M	14.1K	+3.56%
Dec 31, 2023	SWEET FINANCIAL PARTNERS, LLC	0.22%	403.97K	20.87M	-9.62K	-2.33%
Dec 31, 2023	APTUS CAPITAL ADVISORS, LLC	0.21%	380.52K	19.66M	-2.34K	-0.61%
Dec 31, 2023	FDX ADVISORS, INC.	0.21%	377.7K	19.52M	-15.42K	-3.92%
Dec 31, 2023	GUARDIAN WEALTH ADVISORS, LLC / NC	0.21%	375.8K	19.42M	-1.79K	-0.47%
Dec 31, 2023	ABLE FINANCIAL GROUP, LLC	0.21%	375.74K	19.41M	12.62K	+3.47%
Dec 31, 2023	WESTERN WEALTH MANAGEMENT, LLC	0.21%	372.45K	19.24M	-10.87K	-2.83%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.2%	361.58K	18.68M	36.83K	+11.34%
Dec 31, 2023	MARINER, LLC	0.19%	344.68K	17.81M	-309.92K	-47.35%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.43%	773.91K	40M	431.3K	+125.89%
Dec 31, 2023	JPMORGAN CHASE & CO	0.41%	737.56K	38.11M	665K	+916.47%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.4%	719.96K	36.9M	127.68K	+21.56%
Dec 31, 2023	PROSPERA FINANCIAL SERVICES INC	0.44%	784.15K	40.52M	68K	+9.49%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.45%	813.05K	42.01M	156.24K	+23.79%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.45%	816.42K	42.18M	83.47K	+11.39%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.48%	858.01K	44.33M	-56.44K	-6.17%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.48%	871.01K	45.01M	-68.58K	-7.30%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.5%	901.06K	46.56M	9.76K	+1.10%
Dec 31, 2023	CSENGE ADVISORY GROUP	0.55%	982.73K	50.78M	13.08K	+1.35%
Dec 31, 2023	FIFTH THIRD SECURITIES, INC.	0.56%	1.01M	51.94M	-15.37K	-1.51%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.67%	1.2M	62.16M	84.89K	+7.59%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.78%	1.41M	73M	137.02K	+10.74%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.9%	1.62M	83.5M	360.17K	+28.68%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.94%	1.7M	87.94M	-185.51K	-9.83%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	1.2%	2.17M	111.88M	324.22K	+17.61%
Dec 31, 2023	ADVANCE CAPITAL MANAGEMENT, INC.	1.24%	2.24M	115.67M	-736.87K	-24.77%
Dec 31, 2023	ROYAL BANK OF CANADA	1.4%	2.53M	130.52M	-29.12K	-1.14%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.5%	2.71M	139.81M	250.95K	+10.22%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.62%	2.92M	150.87M	78.26K	+2.75%
Dec 31, 2023	UBS GROUP AG	1.84%	3.31M	170.97M	-302.44K	-8.37%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	2.01%	3.62M	187.22M	-778.83K	-17.69%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.25%	4.06M	209.88M	554.22K	+15.80%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	2.3%	4.14M	214.19M	74.52K	+1.83%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	3.22%	5.8M	299.86M	557.88K	+10.64%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	4.41%	7.96M	411.04M	79.64K	+1.01%
Dec 31, 2023	MORGAN STANLEY	7.24%	13.05M	674.12M	51.02K	+0.39%
Dec 31, 2023	LPL FINANCIAL LLC	9.33%	16.82M	869.15M	688.8K	+4.27%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.38%	692.28K	35.77M	-14.83K	-2.10%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.37%	671.2K	34.68M	70.17K	+11.67%
Dec 31, 2023	RVW WEALTH, LLC	0.34%	615.09K	31.78M	25.89K	+4.39%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.34%	606.44K	31.34M	-15.27K	-2.46%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.33%	596.98K	30.85M	8.07K	+1.37%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.32%	577.86K	29.86M	194.28K	+50.65%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.31%	556.15K	28.74M	216.62K	+63.80%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.29%	524.83K	27.12M	52.34K	+11.08%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.27%	494.57K	25.55M	60.37K	+13.90%
Dec 31, 2023	ASCENSION CAPITAL ADVISORS, INC.	0.26%	461.13K	23.83M	-4.33K	-0.93%
Dec 31, 2023	AFFINITY WEALTH MANAGEMENT LLC	0.24%	432.06K	22.32M	97.13K	+29.00%
Dec 31, 2023	CETERA ADVISORS LLC	0.24%	430.01K	22.22M	-25.85K	-5.67%

Frequently Asked Questions