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

Who are the major shareholders selling ProShares S&P MidCap 400 Dividend Aristocrats ETF stock?

VISIONARY WEALTH ADVISORS, in the last quarter, reduced its stake in REGL by -6.43% restricting it's holding to 22.22 thousand shares of worth nearly $2.03M. HIGHTOWER ADVISORS, LLC also lessened -1.91% of the REGL shares from its portfolio, reducing its holding to 23.37 thousand shares of worth $2.14M. PRINCIPAL SECURITIES, INC. also shunned REGL shares holding by -5.08% last quarter which brought its holding to 29.02 thousand shares worth $2.66M.

Investors who are buying REGL stock?

As per its latest 13F filing, CLEAR CREEK FINANCIAL MANAGEMENT, LLC increased its stake in REGL by 7.05% in the last quarter. The institutional holder raised its holding to 31.57 thousand shares having worth more than $2.89M. BROOKSTONE CAPITAL MANAGEMENT also added 100% more shares of REGL to its portfolio, raising its holding to 30.52 thousand shares of worth $2.79M. PMG WEALTH MANAGEMENT, INC. also increased its REGL shares holding by 0.47% which brought its holding to 21.39 thousand shares worth $1.96M.

REGL's major insiders: who are they?

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

Did an insider recently sell REGL stock?

Company executives, directors, and other insiders own N/A percent of ProShares S&P MidCap 400 Dividend Aristocrats ETF's stock. Within the last six months, there have been 0 transaction(s) in which REGL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased REGL stock?

There have been 0 transaction(s) during the past 6-months in which ProShares S&P MidCap 400 Dividend Aristocrats ETF insiders have bought stock, totalling 0 shares

How much of REGL does insiders own?

Around 0 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares are held by insiders, which represents about N/A of REGL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in REGL?

CLEAR CREEK FINANCIAL MANAGEMENT, LLC is the largest institutional owner in REGL which holds 31.57 thousand shares worth $2.89M or 0.17% of the total REGL shares outstanding followed by BROOKSTONE CAPITAL MANAGEMENT with ownership of 30.52 thousand shares representing 0.16% of the REGL ownership. PMG WEALTH MANAGEMENT, INC. is the third largest stakeholder with 21.39 thousand shares or 0.11% of the ownership worth more than $1.96M.

Is ProShares S&P MidCap 400 Dividend Aristocrats 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 REGL is concerned, it is a stock which is optionable.

Is there a short position on REGL's shares?

Number of REGL 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 REGL shares are there?

As of today, null shares of REGL are outstanding.

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

REGL 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 REGL is null.

ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) 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. CLEAR CREEK FINANCIAL MANAGEMENT, LLC is the top corporate investor, holding 31.57K shares valued at $2.89M. A 0.17% stake in ProShares S&P MidCap 400 Dividend Aristocrats ETF is owned by the company. BROOKSTONE CAPITAL MANAGEMENT owns 30.52K shares valued at $2.79M, which translates its holding of 0.16% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.17%	31.57K	2.89M	2.08K	+7.05%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.16%	30.52K	2.79M	30.52K	+100.00%
Jun 30, 2026	PMG WEALTH MANAGEMENT, INC.	0.11%	21.39K	1.96M	101	+0.47%
Jun 30, 2026	CORE WEALTH ADVISORS, INC.	0.12%	21.8K	2M	799	+3.80%
Jun 30, 2026	VISIONARY WEALTH ADVISORS	0.12%	22.22K	2.03M	-1.53K	-6.43%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.12%	23.37K	2.14M	-455	-1.91%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.13%	24.5K	2.25M	4.85K	+24.67%
Jun 30, 2026	BIONDO INVESTMENT ADVISORS, LLC	0.15%	28.94K	2.65M	2.29K	+8.58%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.15%	28.98K	2.65M	2.36K	+8.88%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.15%	29.02K	2.66M	-1.55K	-5.08%
Jun 30, 2026	SUMMIT WEALTH PARTNERS, LLC	0.16%	29.47K	2.7M	-1.66K	-5.33%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	3.5%	651.9K	59.69M	-59.63K	-8.38%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.72%	506.63K	46.39M	-37.26K	-6.85%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.1%	391.11K	35.81M	-3.62K	-0.92%
Jun 30, 2026	ROYAL BANK OF CANADA	1.63%	303.23K	27.77M	-15.49K	-4.86%
Jun 30, 2026	BENJAMIN EDWARDS INC	0.21%	39.91K	3.65M	-64.67K	-61.84%
Jun 30, 2026	CAPITAL ADVISORS, LTD. LLC	0.29%	53.47K	4.9M	-156	-0.29%
Jun 30, 2026	JACOBI CAPITAL MANAGEMENT LLC	0.3%	55.81K	5.11M	-512	-0.91%
Jun 30, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.31%	57.75K	5.29M	1.06K	+1.87%
Jun 30, 2026	SILVER OAK SECURITIES, INCORPORATED	0.31%	58.1K	5.32M	1.19K	+2.09%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.33%	60.63K	5.55M	4.23K	+7.50%
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	0.39%	72.81K	6.67M	74	+0.10%
Jun 30, 2026	SMITH, MOORE & CO.	0.43%	80.02K	7.33M	-1.93K	-2.36%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.43%	80.47K	7.37M	2.79K	+3.59%
Jun 30, 2026	DOGWOOD WEALTH MANAGEMENT LLC	0.58%	107.26K	9.82M	10.94K	+11.36%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.72%	134.13K	12.28M	-2.76K	-2.01%
Jun 30, 2026	FAS WEALTH PARTNERS, INC.	0.73%	136.65K	12.51M	32.55K	+31.26%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.01%	188.57K	17.27M	-1.02K	-0.54%
Jun 30, 2026	TOTH FINANCIAL ADVISORY CORP	1.25%	233.28K	21.36M	4.97K	+2.18%
Jun 30, 2026	UBS GROUP AG	1.43%	265.46K	24.31M	-6.69K	-2.46%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	1.62%	300.97K	27.56M	-1.21K	-0.40%
Jun 30, 2026	LPL FINANCIAL LLC	3.37%	627.67K	57.48M	-12.48K	-1.95%
Jun 30, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.24%	44.75K	3.87M	0	0
Jun 30, 2026	BUCKET LIST WEALTH MANAGEMENT, LLC	0.59%	109.48K	10.02M	33.56K	+44.21%
Jun 30, 2026	MODERN WEALTH MANAGEMENT, LLC	1.4%	259.8K	23.79M	152.3K	+141.67%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	1.36%	253.58K	23.25M	9.78K	+4.01%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.24%	231.52K	21.22M	3.63K	+1.59%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.68%	126.37K	11.59M	16.53K	+15.05%
Jun 30, 2026		0.58%	109.48K	10.02M	33.56K	+44.21%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.48%	89.31K	8.27M	2.82K	+3.26%
Jun 30, 2026	CONNECTICUT WEALTH MANAGEMENT, LLC	0.28%	51.39K	4.71M	-8.83K	-14.66%
Jun 30, 2026	BLAIR WILLIAM & CO/IL	0.27%	51.13K	4.68M	26.36K	+106.44%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.27%	49.83K	4.56M	1.06K	+2.18%
Jun 30, 2026	LMG WEALTH PARTNERS, LLC	0.25%	46.37K	4.25M	3.65K	+8.54%
Jun 30, 2026	LANDMARK WEALTH MANAGEMENT, LLC	0.23%	42.34K	3.88M	2.19K	+5.45%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.22%	41.18K	3.77M	-9.15K	-18.18%
Jun 30, 2026	AVANT CAPITAL LLC	0.22%	41.09K	3.76M	-2.63K	-6.02%
Jun 30, 2026	PINNACLE ASSOCIATES LTD	0.21%	38.3K	3.51M	4.36K	+12.83%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	39.9K	3.65M	205	+0.52%
Jun 30, 2026	UNITED ADVISOR GROUP, LLC	0.21%	38.2K	3.5M	298	+0.79%
Jun 30, 2026	KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP	0.2%	38.1K	3.49M	-1.23K	-3.13%
Jun 30, 2026	ESSEX FINANCIAL SERVICES, INC.	0.2%	37.56K	3.44M	-509	-1.34%
Jun 30, 2026	PREMIER PATH WEALTH PARTNERS, LLC	0.19%	35.68K	3.27M	7.95K	+28.68%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.2%	37.43K	3.43M	17.52K	+87.98%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.2%	36.7K	3.36M	-2.75K	-6.97%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.22%	40.52K	3.71M	861	+2.17%
Jun 30, 2026	CASCADE FINANCIAL PARTNERS, LLC	0.33%	61.15K	5.6M	4.66K	+8.25%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.36%	66.35K	6.08M	-123	-0.19%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.38%	70.15K	6.42M	-57.02K	-44.84%
Jun 30, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	10.4%	1.94M	177.25M	-87.38K	-4.32%
Jun 30, 2026	MORGAN STANLEY	11.89%	2.21M	202.63M	-113.07K	-4.86%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.4%	632.63K	57.93M	29.29K	+4.85%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.11%	19.91K	1.72M	-489	-2.40%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.26%	48.77K	4.21M	1.89K	+4.03%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.24%	44.75K	3.87M	-1.17K	-2.54%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.21%	39.45K	3.62M	-3.03K	-7.13%
Mar 31, 2026	PINNACLE ASSOCIATES LTD	0.18%	33.94K	2.93M	-3.79K	-10.04%
Mar 31, 2026	SUMMIT WEALTH PARTNERS, LLC	0.16%	31.13K	2.69M	-3.34K	-9.70%
Mar 31, 2026	PREMIER PATH WEALTH PARTNERS, LLC	0.15%	27.72K	2.4M	-3.86K	-12.21%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.55%	104.58K	9.04M	-298.98K	-74.09%
Mar 31, 2026	DOGWOOD WEALTH MANAGEMENT LLC	0.51%	96.32K	8.32M	5.71K	+6.30%
Mar 31, 2026	SILVER OAK SECURITIES, INCORPORATED	0.3%	56.91K	4.92M	228	+0.40%
Mar 31, 2026	AVANT CAPITAL LLC	0.23%	43.73K	3.78M	-1.22K	-2.72%
Mar 31, 2026	SMITH, MOORE & CO.	0.43%	81.95K	7.08M	5.66K	+7.41%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.46%	86.5K	7.35M	7.69K	+9.76%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	1.28%	243.8K	21.07M	-20.78K	-7.85%
Mar 31, 2026	UBS GROUP AG	1.43%	272.15K	23.52M	7.81K	+2.95%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	1.59%	302.18K	26.11M	4.89K	+1.64%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.08%	394.73K	34.11M	-3.84K	-0.96%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.87%	543.88K	47M	18.79K	+3.58%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.21%	39.66K	3.43M	5.35K	+15.61%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	39.7K	3.43M	1.14K	+2.95%
Mar 31, 2026	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.16%	29.49K	2.55M	5.48K	+22.83%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.16%	30.57K	2.64M	552	+1.84%
Mar 31, 2026	UNITED ADVISOR GROUP, LLC	0.2%	37.9K	3.27M	-521	-1.36%
Mar 31, 2026	ESSEX FINANCIAL SERVICES, INC.	0.2%	38.07K	3.29M	-1.37K	-3.48%
Mar 31, 2026	KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP	0.21%	39.33K	3.4M	-1.04K	-2.58%
Mar 31, 2026	LANDMARK WEALTH MANAGEMENT, LLC	0.21%	40.15K	3.47M	8.25K	+25.84%
Mar 31, 2026	LMG WEALTH PARTNERS, LLC	0.23%	42.72K	3.69M	3.48K	+8.85%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.27%	50.32K	4.35M	12.11K	+31.70%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.27%	51.3K	4.43M	1.8K	+3.64%
Mar 31, 2026	CAPITAL ADVISORS, LTD. LLC	0.28%	53.63K	4.63M	35	+0.07%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.3%	56.4K	4.87M	17.87K	+46.37%
Mar 31, 2026	CASCADE FINANCIAL PARTNERS, LLC	0.3%	56.49K	4.88M	1.72K	+3.15%
Mar 31, 2026	CONNECTICUT WEALTH MANAGEMENT, LLC	0.32%	60.22K	5.2M	-3.85K	-6.01%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.35%	66.48K	5.74M	1.58K	+2.44%
Mar 31, 2026		0.4%	75.92K	6.56M	75.92K	+100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.41%	77.68K	6.71M	-387	-0.50%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.57%	107.5K	9.33M	11.31K	+11.76%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.58%	109.84K	9.51M	-9.53K	-7.98%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.67%	127.16K	10.99M	-358.32K	-73.81%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.72%	136.88K	11.83M	1.4K	+1.03%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1%	189.59K	16.38M	13.09K	+7.41%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.24%	227.9K	19.69M	12.46K	+5.78%
Mar 31, 2026	TOTH FINANCIAL ADVISORY CORP	1.2%	228.31K	19.73M	412	+0.18%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	19.65K	1.71M	-15.48K	-44.06%
Mar 31, 2026	PMG WEALTH MANAGEMENT, INC.	0.12%	21.29K	1.84M	-3.39K	-13.74%
Mar 31, 2026	VISIONARY WEALTH ADVISORS	0.13%	23.75K	2.05M	-7.06K	-22.92%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.13%	23.83K	2.06M	487	+2.09%
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0.13%	24.77K	2.14M	16.5K	+199.47%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.14%	26.62K	2.3M	1.03K	+4.02%
Mar 31, 2026	BIONDO INVESTMENT ADVISORS, LLC	0.14%	26.66K	2.3M	1.5K	+5.95%
Mar 31, 2026	LPL FINANCIAL LLC	3.37%	640.15K	55.32M	-64K	-9.09%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.75%	711.53K	61.48M	9.97K	+1.42%
Mar 31, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	10.66%	2.02M	174.81M	-77.46K	-3.69%
Mar 31, 2026	FAS WEALTH PARTNERS, INC.	0.55%	104.11K	9M	4.35K	+4.36%
Mar 31, 2026	JACOBI CAPITAL MANAGEMENT LLC	0.3%	56.33K	4.87M	-1.07K	-1.86%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.3%	56.69K	4.9M	11.86K	+26.46%
Mar 31, 2026	ROYAL BANK OF CANADA	1.68%	318.72K	27.54M	29.82K	+10.32%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.18%	603.35K	52.13M	27.45K	+4.77%
Mar 31, 2026	MORGAN STANLEY	12.26%	2.33M	200.98M	76.74K	+3.41%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.38%	72.74K	6.29M	0	0
Dec 31, 2025	ATLAS BROWN,INC.	0.08%	14.85K	1.25M	-1.32K	-8.15%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.11%	20.4K	1.72M	-692	-3.28%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	19.53K	1.64M	16.45K	+533.79%
Dec 31, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.09%	17.61K	1.48M	125	+0.71%
Dec 31, 2025	TOWER WEALTH PARTNERS, INC.	0.09%	16.63K	1.4M	1.96K	+13.38%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.58%	701.56K	59.09M	26.15K	+3.87%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.09%	17.17K	1.45M	-768	-4.28%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.2%	38.53K	3.25M	-49.28K	-56.12%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	38.56K	3.25M	668	+1.76%
Dec 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.2%	39.44K	3.32M	-4.78K	-10.81%
Dec 31, 2025	PINNACLE ASSOCIATES LTD	0.2%	37.73K	3.18M	-8.14K	-17.74%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.22%	42.48K	3.6M	-13.56K	-24.19%
Dec 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.23%	44.83K	3.78M	1.78K	+4.14%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.3%	56.68K	4.82M	-30.47K	-34.97%
Dec 31, 2025	CONNECTICUT WEALTH MANAGEMENT, LLC	0.33%	64.08K	5.4M	-10.94K	-14.58%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.33%	64.9K	5.47M	2.13K	+3.40%
Dec 31, 2025	DOGWOOD WEALTH MANAGEMENT LLC	0.48%	90.62K	7.63M	16.67K	+22.54%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.25%	49.5K	4.17M	49.5K	+100.00%
Dec 31, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.28%	54.77K	4.61M	2.91K	+5.62%
Dec 31, 2025	CAPITAL ADVISORS, LTD. LLC	0.28%	53.59K	4.51M	-479	-0.89%
Dec 31, 2025	SUMMIT WEALTH PARTNERS, LLC	0.18%	34.47K	2.9M	-2.46K	-6.67%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.08%	15.39K	1.3M	-838	-5.16%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.08%	16.6K	1.4M	2.43K	+17.10%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	10.73%	2.1M	176.91M	-155.73K	-6.90%
Dec 31, 2025	MORGAN STANLEY	11.47%	2.25M	189.43M	-64.7K	-2.80%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.49%	96.19K	8.1M	18.99K	+24.59%
Dec 31, 2025	VISIONARY WEALTH ADVISORS	0.16%	30.81K	2.6M	-44.47K	-59.07%
Dec 31, 2025	PREMIER PATH WEALTH PARTNERS, LLC	0.17%	31.58K	2.66M	-1.25K	-3.82%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.2%	38.21K	3.22M	38.21K	+100.00%
Dec 31, 2025	SMITH, MOORE & CO.	0.4%	76.3K	6.43M	-1.66K	-2.13%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.61%	119.37K	10.07M	-227	-0.19%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.69%	135.48K	11.41M	-5.08K	-3.61%
Dec 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.72%	136.37K	11.49M	-133.19K	-49.41%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.9%	176.5K	14.86M	-70.89K	-28.65%
Dec 31, 2025	TOTH FINANCIAL ADVISORY CORP	1.21%	227.9K	19.19M	10.79K	+4.97%
Dec 31, 2025	ROYAL BANK OF CANADA	1.47%	288.9K	24.33M	-5.38K	-1.83%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.03%	398.56K	33.57M	-65.83K	-14.18%
Dec 31, 2025	BENJAMIN EDWARDS INC	2.14%	403.56K	33.99M	-335.68K	-45.41%
Dec 31, 2025	STIFEL FINANCIAL CORP	2.48%	485.48K	40.89M	-389.32K	-44.50%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.68%	525.09K	44.22M	-8.91K	-1.67%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.94%	575.9K	48.5M	15.73K	+2.81%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.15%	30.02K	2.53M	2.81K	+10.33%
Dec 31, 2025	PMG WEALTH MANAGEMENT, INC.	0.13%	24.68K	2.08M	1.02K	+4.31%
Dec 31, 2025	FAS WEALTH PARTNERS, INC.	0.51%	99.76K	8.4M	7K	+7.54%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.1%	215.44K	18.14M	8.64K	+4.18%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	1.35%	264.58K	22.29M	1.97K	+0.75%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	1.52%	297.3K	25.04M	8.19K	+2.83%
Dec 31, 2025	LANDMARK WEALTH MANAGEMENT, LLC	0.17%	31.9K	2.69M	1.28K	+4.18%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.19%	35.12K	3.03M	14.15K	+67.44%
Dec 31, 2025	LMG WEALTH PARTNERS, LLC	0.21%	39.25K	3.31M	730	+1.90%
Dec 31, 2025	UBS GROUP AG	1.35%	264.35K	22.26M	-101.2K	-27.69%
Dec 31, 2025	UNITED ADVISOR GROUP, LLC	0.2%	38.42K	3.24M	-9.17K	-19.26%
Dec 31, 2025	KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP	0.21%	40.37K	3.4M	742	+1.87%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.24%	45.92K	3.87M	918	+2.04%
Dec 31, 2025	LPL FINANCIAL LLC	3.6%	704.15K	59.3M	-38.82K	-5.22%
Dec 31, 2025	ROMAN BUTLER FULLERTON & CO	0.08%	14.2K	1.27M	-46	-0.32%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.4%	78.8K	6.64M	8.57K	+12.20%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.39%	78.07K	6.58M	-462	-0.59%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.37%	72.74K	6.13M	0	0
Dec 31, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.29%	57.39K	4.83M	-171	-0.30%
Dec 31, 2025	AVANT CAPITAL LLC	0.23%	44.95K	3.79M	-628	-1.38%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.18%	34.31K	2.89M	157	+0.46%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.14%	25.59K	2.16M	-4.24K	-14.21%
Dec 31, 2025	FINANCIAL SERVICES ADVISORY INC	0.13%	24.24K	2.04M	-433	-1.76%
Dec 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.13%	24.01K	2.02M	-2.92K	-10.83%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.25%	46.88K	3.95M	-83	-0.18%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.12%	23.34K	1.97M	-65	-0.28%
Dec 31, 2025	VERUS CAPITAL PARTNERS, LLC	0.11%	22.15K	1.87M	242	+1.10%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.11%	21.29K	1.79M	-60	-0.28%
Sep 30, 2025	VERUS CAPITAL PARTNERS, LLC	0.1%	21.91K	1.87M	1.23K	+5.95%
Sep 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	10.38%	2.26M	192.55M	-160K	-6.62%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.26%	56.04K	4.78M	-735	-1.29%
Sep 30, 2025	LIVE OAK INVESTMENT PARTNERS	0.22%	47.86K	3.19M	47.86K	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.2%	44.4K	3.79M	-1.7K	-3.68%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.95%	206.8K	17.65M	7.51K	+3.77%
Sep 30, 2025	CONNECTICUT WEALTH MANAGEMENT, LLC	0.35%	75.02K	6.4M	-1.42K	-1.86%
Sep 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.25%	54.07K	4.61M	-1.08K	-1.96%
Sep 30, 2025	PINNACLE ASSOCIATES LTD	0.21%	45.86K	3.91M	-5.3K	-10.36%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.14%	29.83K	2.55M	1.91K	+6.83%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.13%	27.21K	2.32M	21.64K	+388.61%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.55%	119.59K	10.22M	-4.66K	-3.75%
Sep 30, 2025	FAS WEALTH PARTNERS, INC.	0.43%	92.76K	7.92M	6.22K	+7.19%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.4%	87.82K	7.49M	11.85K	+15.60%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.65%	140.56K	12M	20.56K	+17.13%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.21%	45K	3.84M	65	+0.14%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	37.89K	3.23M	2.18K	+6.10%
Sep 30, 2025	DOGWOOD WEALTH MANAGEMENT LLC	0.34%	73.95K	6.31M	6.94K	+10.36%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.29%	62.76K	5.36M	10.06K	+19.10%
Sep 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.24%	51.85K	4.43M	-1.67K	-3.12%
Sep 30, 2025	UNITED ADVISOR GROUP, LLC	0.22%	47.59K	4.06M	555	+1.18%
Sep 30, 2025	MARINER, LLC	0.14%	31.5K	2.69M	25.58K	+432.66%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.14%	247.39K	21.11M	-11.69K	-4.51%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.33%	72.74K	6.21M	0	0
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.32%	70.24K	5.98M	6.69K	+10.52%
Sep 30, 2025	PREMIER PATH WEALTH PARTNERS, LLC	0.15%	32.83K	2.8M	2.25K	+7.35%
Sep 30, 2025	TOTH FINANCIAL ADVISORY CORP	1%	217.11K	18.53M	8.36K	+4.00%
Sep 30, 2025	AVANT CAPITAL LLC	0.21%	45.58K	3.89M	-396	-0.86%
Sep 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.2%	44.22K	3.77M	-2.66K	-5.68%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.2%	43.05K	3.67M	-1.59K	-3.55%
Sep 30, 2025	KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP	0.18%	39.63K	3.38M	1.17K	+3.03%
Sep 30, 2025	LMG WEALTH PARTNERS, LLC	0.18%	38.52K	3.29M	47	+0.12%
Sep 30, 2025	LANDMARK WEALTH MANAGEMENT, LLC	0.14%	30.62K	2.61M	531	+1.76%
Sep 30, 2025	SMITH, MOORE & CO.	0.36%	77.96K	6.65M	-1.4K	-1.77%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.36%	77.21K	6.59M	13.89K	+21.94%
Sep 30, 2025	VISIONARY WEALTH ADVISORS	0.35%	75.28K	6.42M	36.16K	+92.42%
Sep 30, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.26%	57.56K	4.91M	-616	-1.06%
Sep 30, 2025	SUMMIT WEALTH PARTNERS, LLC	0.17%	36.93K	3.15M	-2.46K	-6.25%
Sep 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.12%	26.93K	2.3M	1.42K	+5.56%
Sep 30, 2025	FINANCIAL SERVICES ADVISORY INC	0.11%	24.67K	2.11M	24.67K	+100.00%
Sep 30, 2025	BIONDO INVESTMENT ADVISORS, LLC	0.11%	24.1K	2.06M	1.12K	+4.85%
Sep 30, 2025	PMG WEALTH MANAGEMENT, INC.	0.11%	23.66K	2.01M	64	+0.27%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.11%	23.4K	2M	-127	-0.54%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.1%	21.35K	1.82M	497	+2.38%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.1%	21.09K	1.8M	-1.31K	-5.86%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	20.98K	1.79M	-955	-4.35%
Sep 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.09%	18.78K	1.6M	-238	-1.25%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.22%	46.96K	4.01M	-560	-1.18%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.14%	464.39K	39.63M	-89.61K	-16.18%
Sep 30, 2025	UBS GROUP AG	1.68%	365.55K	31.2M	53.74K	+17.24%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.16%	34.15K	2.91M	3.08K	+9.91%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.4%	87.16K	7.44M	2.47K	+2.91%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.36%	78.53K	6.7M	-14.94K	-15.98%
Sep 30, 2025	MORGAN STANLEY	10.64%	2.31M	197.47M	-42.12K	-1.79%
Sep 30, 2025	STIFEL FINANCIAL CORP	4.02%	874.8K	74.66M	-7.92K	-0.90%
Sep 30, 2025	LPL FINANCIAL LLC	3.42%	742.97K	63.4M	33.21K	+4.68%
Sep 30, 2025	BENJAMIN EDWARDS INC	3.4%	739.24K	63.09M	-18.25K	-2.41%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	3.11%	675.41K	57.64M	12.37K	+1.87%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.58%	560.17K	47.8M	19.88K	+3.68%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.46%	534.01K	45.57M	-4.45K	-0.83%
Sep 30, 2025	ROYAL BANK OF CANADA	1.35%	294.28K	25.12M	-5.63K	-1.88%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	1.33%	289.1K	24.67M	-17.89K	-5.83%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	1.24%	269.56K	23M	-30.63K	-10.20%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	1.21%	262.61K	22.41M	6.96K	+2.72%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.15%	31.07K	2.53M	6.66K	+27.26%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	35.71K	2.91M	4.76K	+15.39%
Jun 30, 2025	VISIONARY WEALTH ADVISORS	0.19%	39.13K	3.19M	17.37K	+79.86%
Jun 30, 2025	SMITH, MOORE & CO.	0.38%	79.36K	6.47M	1.42K	+1.82%
Jun 30, 2025	FAS WEALTH PARTNERS, INC.	0.41%	86.54K	7.06M	3.23K	+3.87%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.45%	93.47K	7.62M	7.12K	+8.25%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.59%	124.25K	10.15M	-1.85K	-1.46%
Jun 30, 2025	TOTH FINANCIAL ADVISORY CORP	0.99%	208.75K	17.02M	1.17K	+0.56%
Jun 30, 2025	KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP	0.18%	38.46K	3.14M	-30	-0.08%
Jun 30, 2025	LMG WEALTH PARTNERS, LLC	0.18%	38.47K	3.14M	-373	-0.96%
Jun 30, 2025	AVANT CAPITAL LLC	0.22%	45.97K	3.75M	-1.9K	-3.96%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.22%	46.1K	3.76M	8.28K	+21.88%
Jun 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.22%	46.88K	3.82M	-867	-1.82%
Jun 30, 2025	UNITED ADVISOR GROUP, LLC	0.22%	47.03K	3.83M	-264	-0.56%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.25%	52.7K	4.3M	12.28K	+30.38%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.4%	84.69K	6.9M	28.66K	+51.14%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	1.22%	255.65K	20.85M	75.93K	+42.25%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	1.43%	300.18K	24.48M	300.18K	+100.00%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	1.46%	306.99K	25.03M	3.85K	+1.27%
Jun 30, 2025		0.19%	39.4K	3.21M	-12.34K	-23.85%
Jun 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.12%	25.51K	2.08M	1.16K	+4.76%
Jun 30, 2025	PINNACLE ASSOCIATES LTD	0.24%	51.16K	4.17M	-18.52K	-26.58%
Jun 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0.19%	40.05K	3.27M	40.05K	+100.00%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.27%	56.77K	4.63M	-312	-0.55%
Jun 30, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.28%	58.18K	4.74M	2.67K	+4.82%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.3%	63.32K	5.16M	4.24K	+7.18%
Jun 30, 2025	HARVEST INVESTMENT SERVICES, LLC	0.05%	10.52K	857.78K	139	+1.34%
Jun 30, 2025	NORTHWEST FINANCIAL ADVISORS	0.05%	10.58K	862.44K	-231	-2.14%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.21%	43.2K	3.52M	-700	-1.59%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.21%	44.64K	3.64M	-1.78K	-3.84%
Jun 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.25%	53.53K	4.36M	-1.45K	-2.64%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.16%	663.04K	54.06M	14.99K	+2.31%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	11.51%	2.42M	197.01M	-89.58K	-3.57%
Jun 30, 2025	ROYAL CAPITAL WEALTH MANAGEMENT, LLC	0.08%	16.63K	1.36M	9	+0.05%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.08%	16.98K	1.38M	5.56K	+48.75%
Jun 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.08%	17.31K	1.41M	110	+0.64%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.08%	17.78K	1.45M	-168	-0.94%
Jun 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.09%	19.02K	1.55M	5.7K	+42.77%
Jun 30, 2025	VERUS CAPITAL PARTNERS, LLC	0.1%	20.67K	1.69M	-931	-4.31%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.1%	20.85K	1.7M	-2.58K	-11.02%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	21.93K	1.84M	-62	-0.28%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.11%	22.4K	1.83M	-4.65K	-17.20%
Jun 30, 2025	BIONDO INVESTMENT ADVISORS, LLC	0.11%	22.98K	1.87M	1.13K	+5.18%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.13%	27.92K	2.28M	-333	-1.18%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.14%	28.44K	2.38M	-14.7K	-34.07%
Jun 30, 2025	TEMPUS WEALTH PLANNING, LLC	0.05%	11.45K	933.43K	-24	-0.21%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.06%	11.66K	950.47K	-6.11K	-34.40%
Jun 30, 2025	BEAM WEALTH ADVISORS, INC.	0.06%	11.8K	961.71K	1.21K	+11.43%
Jun 30, 2025	CORE WEALTH ADVISORS, INC.	0.06%	12.18K	992.76K	1.48K	+13.83%
Jun 30, 2025	QUAD-CITIES INVESTMENT GROUP, LLC	0.06%	13.1K	1.07M	-333	-2.48%
Jun 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.06%	13.27K	1.08M	-178	-1.32%
Jun 30, 2025	TOWER WEALTH PARTNERS, INC.	0.06%	13.49K	1.1M	321	+2.44%
Jun 30, 2025	ROMAN BUTLER FULLERTON & CO	0.06%	13.61K	1.15M	557	+4.27%
Jun 30, 2025	INTREPID FINANCIAL PLANNING GROUP LLC	0.07%	14.26K	1.16M	210	+1.49%
Jun 30, 2025	ATLAS BROWN,INC.	0.08%	15.96K	1.3M	60	+0.38%
Jun 30, 2025	BENJAMIN EDWARDS INC	3.61%	757.49K	61.76M	716.62K	+1,753.67%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.21%	44.93K	3.66M	-20	-0.04%
Jun 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.26%	55.15K	4.5M	-454	-0.82%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.23%	259.08K	21.12M	-30.82K	-10.63%
Jun 30, 2025	ROYAL BANK OF CANADA	1.43%	299.91K	24.45M	-18K	-5.66%
Jun 30, 2025	MORGAN STANLEY	11.22%	2.36M	192.1B	109.56K	+4.88%
Jun 30, 2025	SUMMIT WEALTH PARTNERS, LLC	0.19%	39.4K	3.21M	-12.34K	-23.85%
Jun 30, 2025	DOGWOOD WEALTH MANAGEMENT LLC	0.32%	67.01K	5.58M	4.35K	+6.94%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.57%	120K	9.78M	44.84K	+59.65%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.95%	199.29K	16.25M	45.42K	+29.52%
Jun 30, 2025	UBS GROUP AG	1.49%	311.81K	25.42M	-70.78K	-18.50%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.56%	538.45K	43.9M	12.11K	+2.30%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.57%	540.28K	44.05M	1.44K	+0.27%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.64%	554K	45.17M	-120.27K	-17.84%
Jun 30, 2025	LPL FINANCIAL LLC	3.38%	709.76K	57.87M	26.14K	+3.82%
Jun 30, 2025	STIFEL FINANCIAL CORP	4.2%	882.72K	71.97M	812.83K	+1,163.05%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.3%	63.55K	5.18M	15.97K	+33.55%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.35%	72.74K	5.93M	-73.24K	-50.17%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.36%	75.97K	6.19M	1.01K	+1.35%
Jun 30, 2025	CONNECTICUT WEALTH MANAGEMENT, LLC	0.36%	76.43K	6.23M	-1.6K	-2.05%
Jun 30, 2025	LANDMARK WEALTH MANAGEMENT, LLC	0.14%	30.09K	2.45M	-1.75K	-5.50%
Jun 30, 2025	PREMIER PATH WEALTH PARTNERS, LLC	0.15%	30.59K	2.49M	418	+1.39%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.88%	179.72K	14.42M	13.87K	+8.36%
Mar 31, 2025	LMG WEALTH PARTNERS, LLC	0.19%	38.84K	3.13M	-124	-0.32%
Mar 31, 2025	UNITED ADVISOR GROUP, LLC	0.23%	47.29K	3.81M	2.39K	+5.32%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.62%	126.1K	10.19M	8.88K	+7.57%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.75%	153.88K	12.42M	7.8K	+5.34%
Mar 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.23%	47.75K	3.85M	-831	-1.71%
Mar 31, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.27%	54.97K	4.43M	7.97K	+16.96%
Mar 31, 2025	LPL FINANCIAL LLC	3.33%	683.62K	55.13M	-9.97K	-1.44%
Mar 31, 2025	FAS WEALTH PARTNERS, INC.	0.41%	83.31K	6.72M	1.93K	+2.37%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.41%	289.9K	23.38M	-48.89K	-14.43%
Mar 31, 2025	ROYAL BANK OF CANADA	1.55%	317.91K	25.64M	-8.56K	-2.62%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.18%	37.82K	3.05M	31.27K	+477.61%
Mar 31, 2025	KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP	0.19%	38.49K	3.1M	-9.51K	-19.82%
Mar 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	12.22%	2.51M	202.1M	64.12K	+2.63%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.14%	28.26K	2.28M	-603	-2.09%
Mar 31, 2025	PREMIER PATH WEALTH PARTNERS, LLC	0.15%	30.17K	2.43M	1.26K	+4.37%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	30.95K	2.5M	-90	-0.29%
Mar 31, 2025	LANDMARK WEALTH MANAGEMENT, LLC	0.16%	31.85K	2.57M	-16.29K	-33.85%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.2%	40.42K	3.26M	-849	-2.06%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.2%	40.86K	3.3M	-3.91K	-8.74%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.21%	43.14K	3.48M	-5.37K	-11.06%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.21%	43.9K	3.54M	43.9K	+100.00%
Mar 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.22%	44.95K	3.63M	402	+0.90%
Mar 31, 2025		0.23%	46.41K	3.74M	-1.57K	-3.27%
Mar 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.23%	46.42K	3.74M	-8.54K	-15.54%
Mar 31, 2025	AVANT CAPITAL LLC	0.23%	47.87K	3.86M	433	+0.91%
Mar 31, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.27%	55.51K	4.48M	1.41K	+2.61%
Mar 31, 2025	CAPITAL ADVISORS, LTD. LLC	0.27%	55.61K	4.49M	-280	-0.50%
Mar 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.27%	56.03K	4.49M	1.31K	+2.40%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.28%	57.09K	4.6M	1.47K	+2.65%
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.29%	59.07K	4.76M	1.91K	+3.34%
Mar 31, 2025	PINNACLE ASSOCIATES LTD	0.34%	69.68K	5.62M	-11.18K	-13.82%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.34%	69.89K	5.64M	-332	-0.47%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.37%	74.96K	6.05M	-1.43K	-1.87%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.37%	75.16K	6.06M	60.48K	+411.91%
Mar 31, 2025	SMITH, MOORE & CO.	0.38%	77.95K	6.29M	227	+0.29%
Mar 31, 2025	CONNECTICUT WEALTH MANAGEMENT, LLC	0.38%	78.03K	6.29M	78.03K	+100.00%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.71%	145.98K	11.77M	72.99K	+100.00%
Mar 31, 2025	TOTH FINANCIAL ADVISORY CORP	1.01%	207.58K	16.74M	3.33K	+1.63%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	1.48%	303.15K	24.45M	-3.87K	-1.26%
Mar 31, 2025	UBS GROUP AG	1.87%	382.58K	30.86M	8.14K	+2.17%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.57%	526.34K	42.45M	23.58K	+4.69%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.63%	538.84K	43.46M	-44.15K	-7.57%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	3.16%	648.05K	52.27M	4.68K	+0.73%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	3.29%	674.28K	54.38M	-94.09K	-12.25%
Mar 31, 2025	MORGAN STANLEY	10.96%	2.25M	181.18M	-62.86K	-2.72%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.42%	86.35K	6.96M	-7.58K	-8.07%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.23%	47.59K	3.82M	7.57K	+18.91%

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