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

Who are the major shareholders selling Innovator Equity Managed Floor ETF stock?

WINNOW WEALTH LLC, in the last quarter, reduced its stake in SFLR by -1.51% restricting it's holding to 239.31 thousand shares of worth nearly $9.23M. also lessened -1.38% of the SFLR shares from its portfolio, reducing its holding to 203.22 thousand shares of worth $7.84M. CCG WEALTH MANAGEMENT, LLC also shunned SFLR shares holding by -4.47% last quarter which brought its holding to 244.33 thousand shares worth $9.43M.

Investors who are buying SFLR stock?

As per its latest 13F filing, RAYMOND JAMES FINANCIAL INC increased its stake in SFLR by 19.98% in the last quarter. The institutional holder raised its holding to 518.73 thousand shares having worth more than $20.01M. ADVISOR GROUP HOLDINGS, INC. also added 45.72% more shares of SFLR to its portfolio, raising its holding to 702.66 thousand shares of worth $27.11M. BANK OF AMERICA CORP /DE/ also increased its SFLR shares holding by 4.07% which brought its holding to 6.16 million shares worth $237.69M.

SFLR's major insiders: who are they?

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

Did an insider recently sell SFLR stock?

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

Which insider recently purchased SFLR stock?

There have been 0 transaction(s) during the past 6-months in which Innovator Equity Managed Floor ETF insiders have bought stock, totalling 0 shares

How much of SFLR does insiders own?

Around 0 Innovator Equity Managed Floor ETF shares are held by insiders, which represents about N/A of SFLR stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SFLR?

RAYMOND JAMES FINANCIAL INC is the largest institutional owner in SFLR which holds 518.73 thousand shares worth $20.01M or 0.94% of the total SFLR shares outstanding followed by ADVISOR GROUP HOLDINGS, INC. with ownership of 702.66 thousand shares representing 1.27% of the SFLR ownership. BANK OF AMERICA CORP /DE/ is the third largest stakeholder with 6.16 million shares or 11.16% of the ownership worth more than $237.69M.

Is Innovator Equity Managed Floor 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 SFLR is concerned, it is a stock which is not optionable.

Is there a short position on SFLR's shares?

Number of SFLR 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 SFLR shares are there?

As of today, null shares of SFLR are outstanding.

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

SFLR 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 SFLR is null.

Innovator Equity Managed Floor ETF (SFLR) 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

OptionableNo

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. RAYMOND JAMES FINANCIAL INC is the top corporate investor, holding 518.73K shares valued at $20.01M. A 0.94% stake in Innovator Equity Managed Floor ETF is owned by the company. ADVISOR GROUP HOLDINGS, INC. owns 702.66K shares valued at $27.11M, which translates its holding of 1.27% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.94%	518.73K	20.01M	86.37K	+19.98%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.27%	702.66K	27.11M	220.48K	+45.72%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	11.16%	6.16M	237.69M	240.7K	+4.07%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.69%	379.88K	14.66M	16.03K	+4.41%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.4%	221.85K	8.56M	85.74K	+62.99%
Jun 30, 2026	WINNOW WEALTH LLC	0.43%	239.31K	9.23M	-3.67K	-1.51%
Jun 30, 2026		0.38%	203.22K	7.84M	-2.85K	-1.38%
Jun 30, 2026	CCG WEALTH MANAGEMENT, LLC	0.44%	244.33K	9.43M	-11.42K	-4.47%
Jun 30, 2026	PALLAS CAPITAL ADVISORS LLC	0.44%	244.39K	9.43M	8.97K	+3.81%
Jun 30, 2026	PINNACLE WEALTH MANAGEMENT GROUP, INC.	0.45%	247.45K	9.55M	3.43K	+1.40%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.46%	254.08K	9.8M	44.46K	+21.21%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.28%	149.84K	5.78M	-162.39K	-52.01%
Jun 30, 2026	AMERICANA PARTNERS, LLC	6.29%	3.47M	133.93M	986.02K	+39.67%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	8.9%	4.91M	189.62M	4.35M	+766.73%
Jun 30, 2026	LPL FINANCIAL LLC	10.94%	6.04M	232.98M	1.45M	+31.59%
Jun 30, 2026	LIBERTY ATLANTIC ADVISORS LLC	1.24%	682.5K	26.35M	44.59K	+6.99%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.28%	155.01K	5.98M	50.47K	+48.27%
Jun 30, 2026	FIRST COMMONWEALTH FINANCIAL CORP /PA/	0.34%	187.86K	7.25M	-2.46K	-1.29%
Jun 30, 2026	SENTINUS, LLC	0.78%	432.56K	16.69M	59.82K	+16.05%
Jun 30, 2026	DELTA INVESTMENT MANAGEMENT, LLC	1%	554.03K	21.37M	-4.29K	-0.77%
Jun 30, 2026	TRADITION WEALTH MANAGEMENT, LLC	0.3%	165.63K	6.39M	165.63K	+100.00%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.31%	168.87K	6.51M	83.51K	+97.82%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.34%	185.1K	7.14M	12.76K	+7.40%
Jun 30, 2026	TRIUMPH CAPITAL MANAGEMENT	0.34%	186.15K	7.18M	4.77K	+2.63%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.36%	196.5K	7.58M	-35.78K	-15.41%
Jun 30, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.7%	384.28K	14.85M	384.28K	+100.00%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.23%	124.76K	4.85M	8.01K	+6.86%
Jun 30, 2026	COMPASS CAPITAL CORP /MA/ /ADV	0.23%	124.77K	4.88M	3.66K	+3.02%
Jun 30, 2026	HOLOS INTEGRATED WEALTH LLC	0.23%	125.33K	4.85M	9.3K	+8.01%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.46%	255.38K	9.85M	255.38K	+100.00%
Jun 30, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	0.46%	255.64K	9.87M	255.64K	+100.00%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.47%	258.98K	9.99M	258.98K	+100.00%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.48%	263.57K	10.17M	15.03K	+6.05%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.5%	278.72K	10.75M	31.48K	+12.73%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.51%	280.13K	10.81M	62.1K	+28.48%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.52%	285.74K	11.02M	251.49K	+734.25%
Jun 30, 2026	SOUTHLAND EQUITY PARTNERS LLC	0.55%	304.47K	11.75M	-9.19K	-2.93%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.56%	311.49K	12.02M	42.84K	+15.95%
Jun 30, 2026	ATX FINANCIAL PLANNING, LLC	0.37%	203.22K	7.84M	-2.85K	-1.38%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.24%	128.66K	4.96M	-1.88K	-1.44%
Jun 30, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	4.36%	2.4M	92.78M	237.34K	+10.95%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.24%	131.97K	5.09M	-11.45K	-7.98%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.27%	144.68K	5.58M	-42.07K	-22.53%
Jun 30, 2026	WORTH FINANCIAL ADVISORY GROUP, LLC	0.27%	147.82K	5.7M	87.69K	+145.83%
Jun 30, 2026	IHT WEALTH MANAGEMENT, LLC	0.28%	149.58K	5.77M	58.52K	+64.28%
Jun 30, 2026	VANWEELDEN WEALTH MANAGEMENT, LLC	1.02%	564.62K	21.78M	402.21K	+247.64%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	1.14%	630.49K	24.32M	226.77K	+56.17%
Jun 30, 2026	WETZEL INVESTMENT ADVISORS, INC.	1.14%	631.18K	24.37M	141.75K	+28.96%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.16%	639.87K	24.69M	256.99K	+67.12%
Jun 30, 2026	ATTICUS WEALTH MANAGEMENT, LLC	1.17%	644.71K	24.87M	626.6K	+3,459.38%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.68%	927.07K	35.77M	120.9K	+15.00%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	2%	1.1M	42.2M	-173.3K	-13.58%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.88%	1.59M	61.37M	31.09K	+1.99%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.37%	202.88K	7.83M	202.88K	+100.00%
Jun 30, 2026	PERENNIAL INVESTMENT ADVISORS, LLC	0.38%	208.6K	8.05M	6.58K	+3.26%
Jun 30, 2026	SNOWDEN CAPITAL ADVISORS LLC	0.39%	216.78K	8.37M	7.59K	+3.63%
Jun 30, 2026	NEWCORP FINANCIAL SERVICES, INC.	0.44%	241.76K	9.33M	13.64K	+5.98%
Jun 30, 2026	EVOLUTION WEALTH MANAGEMENT INC.	0.4%	218.62K	8.43M	-6.28K	-2.79%
Jun 30, 2026	VISIONARY WEALTH ADVISORS	0.3%	163.5K	6.31M	3.37K	+2.11%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.36%	197.14K	7.61M	197.14K	+100.00%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.64%	354.66K	13.68M	354.66K	+100.00%
Mar 31, 2026	COLUMBIA ADVISORY PARTNERS LLC	0.22%	96.98K	3.43M	23.71K	+32.36%
Mar 31, 2026	SOUTHLAND EQUITY PARTNERS LLC	0.58%	313.67K	11.11M	-25.13K	-7.42%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.25%	136.11K	4.82M	6.83K	+5.28%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.46%	248.54K	8.8M	9.52K	+3.98%
Mar 31, 2026	COMPASS CAPITAL CORP /MA/ /ADV	0.22%	121.11K	4.54M	-40.46K	-25.04%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.24%	130.53K	4.62M	8.38K	+6.86%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.45%	247.24K	8.75M	52.57K	+27.00%
Mar 31, 2026	CCG WEALTH MANAGEMENT, LLC	0.47%	255.75K	9.06M	209.83K	+457.04%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.57%	312.23K	11.06M	39.12K	+14.32%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.67%	363.84K	12.88M	28.59K	+8.53%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.7%	382.88K	13.56M	96.19K	+33.55%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	10.88%	5.92M	209.64M	71.5K	+1.22%
Mar 31, 2026	SENTINUS, LLC	0.69%	372.74K	13.2M	2.04K	+0.55%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.43%	232.29K	8.29M	67.15K	+40.66%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.04%	567.06K	20.08M	160.78K	+39.57%
Mar 31, 2026		0.26%	139.03K	4.92M	6.13K	+4.61%
Mar 31, 2026	EVOLUTION WEALTH MANAGEMENT INC.	0.41%	224.9K	7.96M	-18.25K	-7.51%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.26%	143.42K	5.08M	-9.48K	-6.20%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.4%	218.03K	7.72M	25.72K	+13.38%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.24%	104.54K	3.7M	104.54K	+100.00%
Mar 31, 2026	INTRUA FINANCIAL, LLC	0.23%	103.77K	3.67M	103.77K	+100.00%
Mar 31, 2026	VANWEELDEN WEALTH MANAGEMENT, LLC	0.3%	162.41K	5.75M	162.41K	+100.00%
Mar 31, 2026	VISIONARY WEALTH ADVISORS	0.29%	160.13K	5.67M	10.56K	+7.06%
Mar 31, 2026	LPL FINANCIAL LLC	8.44%	4.59M	162.5M	331.74K	+7.79%
Mar 31, 2026	AMERICANA PARTNERS, LLC	4.57%	2.49M	88.01M	2.23M	+854.81%
Mar 31, 2026	TREK FINANCIAL, LLC	0.25%	110.67K	3.92M	-9.98K	-8.27%
Mar 31, 2026	HOLOS INTEGRATED WEALTH LLC	0.21%	116.03K	4.15M	8.09K	+7.49%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	116.75K	4.17M	-376	-0.32%
Mar 31, 2026	HFG WEALTH MANAGEMENT, LLC	0.31%	168.69K	5.97M	-3.79K	-2.20%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.74%	403.72K	14.3M	119.72K	+42.16%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.79%	432.36K	15.31M	226.76K	+110.30%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.89%	482.19K	17.08M	-13.27K	-2.68%
Mar 31, 2026	WETZEL INVESTMENT ADVISORS, INC.	0.9%	489.44K	17.35M	52.95K	+12.13%
Mar 31, 2026	DELTA INVESTMENT MANAGEMENT, LLC	1.03%	558.31K	19.77M	-26.79K	-4.58%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.48%	806.18K	28.55M	697.35K	+640.79%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	2.35%	1.28M	46.75M	-80.41K	-5.93%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.32%	172.34K	6.1M	-40.48K	-19.02%
Mar 31, 2026	TRIUMPH CAPITAL MANAGEMENT	0.33%	181.38K	6.43M	415	+0.23%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.34%	186.75K	6.61M	20.38K	+12.25%
Mar 31, 2026	CWM, LLC	0.35%	187.7K	6.65M	12.52K	+7.15%
Mar 31, 2026	FIRST COMMONWEALTH FINANCIAL CORP /PA/	0.35%	190.32K	6.74M	4.12K	+2.21%
Mar 31, 2026	BEACON FINANCIAL GROUP	0.22%	117.05K	4.14M	-582	-0.49%
Mar 31, 2026	PERENNIAL INVESTMENT ADVISORS, LLC	0.37%	202.01K	7.15M	28.42K	+16.37%
Mar 31, 2026	SNOWDEN CAPITAL ADVISORS LLC	0.38%	209.2K	7.41M	59.33K	+39.59%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.39%	209.62K	7.42M	91.64K	+77.67%
Mar 31, 2026	PALLAS CAPITAL ADVISORS LLC	0.43%	235.42K	8.34M	-20.44K	-7.99%
Mar 31, 2026	WINNOW WEALTH LLC	0.45%	242.98K	8.6M	-18.3K	-7.00%
Mar 31, 2026	PINNACLE WEALTH MANAGEMENT GROUP, INC.	0.45%	244.03K	8.64M	77.61K	+46.64%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.87%	1.56M	55.23M	-368.8K	-19.12%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	3.98%	2.17M	76.75M	280.86K	+14.89%
Mar 31, 2026	WORTHPOINTE, LLC	0.18%	81.62K	2.89M	32.01K	+64.53%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.19%	82.68K	2.93M	82.68K	+100.00%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.21%	95.05K	3.37M	95.05K	+100.00%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.49%	268.65K	9.51M	93.43K	+53.32%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.19%	75.3K	2.78M	32.8K	+77.18%
Dec 31, 2025	ADVISOR RESOURCE COUNCIL	0.18%	69.56K	2.56M	-4.44K	-6.00%
Dec 31, 2025	FIRST COMMONWEALTH FINANCIAL CORP /PA/	0.46%	186.19K	6.86M	2.6K	+1.42%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.32%	129.29K	4.77M	-6.34K	-4.68%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.68%	273.12K	10.07M	262.41K	+2,450.35%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.41%	165.14K	6.09M	28.68K	+21.01%
Dec 31, 2025	WORTH FINANCIAL ADVISORY GROUP, LLC	0.4%	153.96K	5.68M	-10.52K	-6.39%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.38%	152.9K	5.64M	-38.86K	-20.27%
Dec 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.37%	149.87K	5.52M	149.87K	+100.00%
Dec 31, 2025	VISIONARY WEALTH ADVISORS	0.37%	149.56K	5.51M	65.24K	+77.37%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.33%	128.85K	4.75M	69.79K	+118.15%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.45%	175.22K	6.46M	175.22K	+100.00%
Dec 31, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.45%	173.59K	6.4M	33.01K	+23.48%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	14.48%	5.85M	215.59M	1.93M	+49.21%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.23%	495.46K	18.26M	-71.53K	-12.62%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.71%	286.69K	10.57M	50.56K	+21.41%
Dec 31, 2025	PALLAS CAPITAL ADVISORS LLC	0.66%	255.86K	9.43M	3.13K	+1.24%
Dec 31, 2025	EVOLUTION WEALTH MANAGEMENT INC.	0.63%	243.15K	8.96M	-5.27K	-2.12%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.62%	239.02K	8.81M	26.34K	+12.39%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.55%	212.82K	7.87M	92.23K	+76.48%
Dec 31, 2025	AUTHENTIKOS WEALTH ADVISORY, LLC	0.53%	207.48K	7.65M	-8.94K	-4.13%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.53%	205.6K	7.58M	135.1K	+191.63%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.49%	192.31K	7.09M	34.45K	+21.83%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.48%	194.68K	7.18M	6.6K	+3.51%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.31%	122.15K	4.5M	22.58K	+22.67%
Dec 31, 2025	TREK FINANCIAL, LLC	0.31%	120.66K	4.45M	-10.18K	-7.78%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.31%	117.98K	4.35M	10.41K	+9.68%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.3%	117.12K	4.36M	4.83K	+4.31%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.28%	110.49K	4.07M	9.84K	+9.78%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	108.83K	4.01M	4.88K	+4.69%
Dec 31, 2025	HOLOS INTEGRATED WEALTH LLC	0.28%	107.94K	3.99M	107.94K	+100.00%
Dec 31, 2025	CONCORDE ASSET MANAGEMENT, LLC	0.23%	87.68K	3.23M	611	+0.70%
Dec 31, 2025	DAVIES FINANCIAL ADVISORS, INC.	0.22%	86.3K	3.18M	-126.09K	-59.37%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.21%	84.62K	3.13M	5.44K	+6.87%
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.47%	180.96K	6.67M	59.77K	+49.32%
Dec 31, 2025	HFG WEALTH MANAGEMENT, LLC	0.45%	172.49K	6.36M	566	+0.33%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.45%	172.91K	6.37M	16.4K	+10.48%
Dec 31, 2025	CWM, LLC	0.43%	175.18K	6.46M	127.21K	+265.20%
Dec 31, 2025	PINNACLE WEALTH MANAGEMENT GROUP, INC.	0.43%	166.42K	6.13M	2.88K	+1.76%
Dec 31, 2025	STEPHENS INC /AR/	0.42%	161.61K	5.96M	8.6K	+5.62%
Dec 31, 2025	COMPASS CAPITAL CORP /MA/ /ADV	0.42%	161.57K	6M	161.57K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.41%	166.37K	6.13M	-2.99K	-1.77%
Dec 31, 2025		0.34%	132.9K	4.9M	132.9K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	10.96%	4.26M	156.93M	601.8K	+16.46%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	4.77%	1.93M	71.08M	119.49K	+6.61%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	4.67%	1.89M	69.54M	126.29K	+7.17%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	3.51%	1.36M	50.17M	-29.33K	-2.12%
Dec 31, 2025	DELTA INVESTMENT MANAGEMENT, LLC	1.51%	585.1K	21.57M	-275.12K	-31.98%
Dec 31, 2025	WETZEL INVESTMENT ADVISORS, INC.	1.13%	436.48K	16.1M	23.51K	+5.69%
Dec 31, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.88%	338.8K	12.49M	-7.54K	-2.18%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.87%	335.26K	12.36M	-2.9K	-0.86%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.7%	284K	10.47M	174.01K	+158.20%
Dec 31, 2025	WINNOW WEALTH LLC	0.67%	261.28K	9.67M	8.51K	+3.37%
Dec 31, 2025	SIGNAL ADVISORS WEALTH, LLC	0.17%	67.49K	2.49M	9.3K	+15.97%
Dec 31, 2025	GWN SECURITIES INC.	0.17%	64.94K	2.39M	13.78K	+26.95%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.01%	406.28K	14.98M	-34.43K	-7.81%
Dec 31, 2025	SENTINUS, LLC	0.96%	370.69K	13.66M	95.92K	+34.91%
Dec 31, 2025	AMERICANA PARTNERS, LLC	0.67%	260.32K	9.6M	260.32K	+100.00%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.21%	81.48K	7.89M	81.42K	+125,258.46%
Dec 31, 2025	COLUMBIA ADVISORY PARTNERS LLC	0.19%	73.27K	2.7M	32.65K	+80.37%
Sep 30, 2025	CONCORDE ASSET MANAGEMENT, LLC	0.29%	87.07K	3.14M	87.07K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.13%	338.16K	12.18M	-86.64K	-20.40%
Sep 30, 2025	SENTINUS, LLC	0.92%	274.77K	9.9M	34.81K	+14.51%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.46%	136.46K	4.92M	84.07K	+160.45%
Sep 30, 2025	SILIGMUELLER & NORVID WEALTH ADVISORS LLC	0.44%	131.04K	4.72M	131.04K	+100.00%
Sep 30, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.47%	140.59K	5.07M	17.5K	+14.22%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.45%	135.63K	4.89M	-143.09K	-51.34%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	4.64%	1.39M	50.9M	-166.62K	-10.73%
Sep 30, 2025	WETZEL INVESTMENT ADVISORS, INC.	1.38%	412.98K	14.89M	14.89K	+3.74%
Sep 30, 2025	PALLAS CAPITAL ADVISORS LLC	0.85%	252.73K	9.11M	123.83K	+96.07%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.79%	236.13K	8.51M	42.09K	+21.69%
Sep 30, 2025	PINNACLE WEALTH MANAGEMENT GROUP, INC.	0.55%	163.54K	5.89M	10.57K	+6.91%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.53%	157.86K	5.69M	32.94K	+26.37%
Sep 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.41%	121.19K	4.37M	10.89K	+9.87%
Sep 30, 2025	BALANCE WEALTH, LLC	0.21%	62.83K	2.26M	-3.1K	-4.70%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.21%	62.71K	2.26M	-12.11K	-16.18%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.2%	59.07K	2.13M	45.95K	+350.33%
Sep 30, 2025	EVOLUTION WEALTH MANAGEMENT INC.	0.83%	248.42K	8.95M	-145.42K	-36.92%
Sep 30, 2025	TREK FINANCIAL, LLC	0.44%	130.83K	4.71M	-2.6K	-1.95%
Sep 30, 2025	DELTA INVESTMENT MANAGEMENT, LLC	2.88%	860.22K	30.99M	-27.84K	-3.13%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.9%	566.99K	20.19M	29.81K	+5.55%
Sep 30, 2025	MPWM ADVISORY SOLUTIONS, LLC	0.5%	149.89K	5.4M	-1.74K	-1.15%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.4%	120.59K	4.35M	83.95K	+229.09%
Sep 30, 2025	LPL FINANCIAL LLC	12.25%	3.66M	131.71M	62.78K	+1.75%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	6.06%	1.81M	65.18M	-30.97K	-1.68%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	5.9%	1.76M	63.43M	75.94K	+4.51%
Sep 30, 2025	SOUTHLAND EQUITY PARTNERS LLC	1.16%	346.34K	12.48M	-2.44K	-0.70%
Sep 30, 2025	WINNOW WEALTH LLC	0.85%	252.77K	9.35M	252.77K	+100.00%
Sep 30, 2025	AUTHENTIKOS WEALTH ADVISORY, LLC	0.73%	216.42K	7.8M	1.5K	+0.70%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.71%	212.68K	7.66M	-29.97K	-12.35%
Sep 30, 2025	DAVIES FINANCIAL ADVISORS, INC.	0.71%	212.39K	7.65M	-87.27K	-29.12%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.63%	188.07K	6.78M	19.27K	+11.41%
Sep 30, 2025	FIRST COMMONWEALTH FINANCIAL CORP /PA/	0.62%	183.59K	6.61M	14.21K	+8.39%
Sep 30, 2025	HFG WEALTH MANAGEMENT, LLC	0.58%	171.92K	6.19M	18.31K	+11.92%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.57%	169.37K	6.1M	-19.64K	-10.39%
Sep 30, 2025	WORTH FINANCIAL ADVISORY GROUP, LLC	0.55%	164.48K	5.93M	23.54K	+16.70%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.52%	156.51K	5.64M	39.01K	+33.20%
Sep 30, 2025	STEPHENS INC /AR/	0.51%	153.02K	5.51M	-675	-0.44%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	13.14%	3.92M	141.24M	3.88M	+10,697.30%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.64%	191.76K	6.91M	-73.05K	-27.59%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.37%	109.99K	3.96M	33.15K	+43.14%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.38%	112.29K	4.06M	-23.92K	-17.56%
Sep 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.2%	58.19K	2.1M	-1.57K	-2.62%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.19%	55.2K	2M	1.73K	+3.23%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.18%	54.66K	1.97M	5.88K	+12.05%
Sep 30, 2025	KELLETT WEALTH ADVISORS, LLC	0.18%	53.88K	1.94M	-1.06K	-1.93%
Sep 30, 2025	GWN SECURITIES INC.	0.17%	51.16K	1.84M	333	+0.66%
Sep 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.17%	50.07K	1.8M	-178	-0.35%
Sep 30, 2025	CWM, LLC	0.16%	47.97K	1.73M	29.26K	+156.36%
Sep 30, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.15%	45.42K	1.65M	3.82K	+9.19%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.14%	42.5K	1.53M	9.5K	+28.78%
Sep 30, 2025	BEACON FINANCIAL ADVISORY LLC	0.23%	68.29K	2.46M	3.74K	+5.79%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.48%	440.71K	15.88M	61.93K	+16.35%
Sep 30, 2025	BEACON FINANCIAL GROUP	0.39%	116.95K	4.21M	20.47K	+21.21%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.36%	107.57K	3.88M	3.78K	+3.64%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	103.95K	3.75M	2.87K	+2.84%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.34%	100.64K	3.63M	26.38K	+35.53%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.33%	99.58K	3.59M	99.58K	+100.00%
Sep 30, 2025	VISIONARY WEALTH ADVISORS	0.28%	84.32K	3.04M	77.77K	+1,186.60%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.27%	79.18K	2.87M	7.14K	+9.91%
Sep 30, 2025	ADVISOR RESOURCE COUNCIL	0.25%	74K	2.67M	28.46K	+62.52%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.24%	70.5K	2.54M	-4.69K	-6.23%
Sep 30, 2025	MILESTONE ASSET MANAGEMENT, LLC	0.22%	64.96K	2.34M	-2.35K	-3.49%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.54%	136.21K	4.6M	17.7K	+14.94%
Jun 30, 2025	BALANCE WEALTH, LLC	0.26%	65.92K	2.21M	11.13K	+20.30%
Jun 30, 2025	LUMINIST CAPITAL LLC	0.47%	118.28K	3.97M	-274	-0.23%
Jun 30, 2025	MPWM ADVISORY SOLUTIONS, LLC	0.6%	151.64K	5.09M	6.02K	+4.14%
Jun 30, 2025	EVOLUTION WEALTH MANAGEMENT INC.	1.56%	393.84K	13.22M	393.84K	+100.00%
Jun 30, 2025	KELLETT WEALTH ADVISORS, LLC	0.22%	54.95K	1.84M	-3.8K	-6.46%
Jun 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.24%	59.76K	2.01M	12.25K	+25.77%
Jun 30, 2025	BEACON FINANCIAL ADVISORY LLC	0.26%	64.55K	2.17M	8.55K	+15.27%
Jun 30, 2025	MILESTONE ASSET MANAGEMENT, LLC	0.27%	67.31K	2.26M	-1.06K	-1.55%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.29%	72.03K	2.42M	17.58K	+32.29%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.29%	74.26K	2.49M	-1.37K	-1.81%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.3%	74.82K	2.51M	65.62K	+713.29%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.3%	75.19K	2.52M	75.19K	+100.00%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.3%	76.84K	2.58M	-6.62K	-7.93%
Jun 30, 2025	MARINER, LLC	0.33%	82.69K	2.78M	26.37K	+46.83%
Jun 30, 2025	BEACON FINANCIAL GROUP	0.38%	96.48K	3.24M	20.7K	+27.32%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.4%	101.08K	3.39M	-10.45K	-9.37%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.41%	103.79K	3.48M	-1.88K	-1.78%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.42%	107.13K	3.6M	57.92K	+117.69%
Jun 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.44%	110.3K	3.7M	6.38K	+6.14%
Jun 30, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.46%	115K	3.86M	20.75K	+22.02%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.47%	117.5K	3.94M	117.5K	+100.00%
Jun 30, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.49%	123.09K	4.13M	15.08K	+13.96%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.49%	124.91K	4.19M	100.21K	+405.63%
Jun 30, 2025	PALLAS CAPITAL ADVISORS LLC	0.51%	128.89K	4.33M	46.77K	+56.94%
Jun 30, 2025	TREK FINANCIAL, LLC	0.53%	133.43K	4.48M	-3.36K	-2.45%
Jun 30, 2025	WORTH FINANCIAL ADVISORY GROUP, LLC	0.56%	140.94K	4.73M	-7.83K	-5.27%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.13%	537.18K	18.03M	-59.23K	-9.93%
Jun 30, 2025	LPL FINANCIAL LLC	14.22%	3.59M	120.61M	-165.05K	-4.39%
Jun 30, 2025		0.26%	65.92K	2.21M	11.13K	+20.30%
Jun 30, 2025	FIRST COMMONWEALTH FINANCIAL CORP /PA/	0.67%	169.39K	5.69M	22.99K	+15.70%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.75%	189.01K	6.34M	73.78K	+64.03%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.77%	194.04K	6.51M	19K	+10.85%
Jun 30, 2025	AUTHENTIKOS WEALTH ADVISORY, LLC	0.85%	214.93K	7.22M	-2.97K	-1.36%
Jun 30, 2025	SENTINUS, LLC	0.95%	239.96K	8.06M	-10.24K	-4.09%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.96%	242.65K	8.15M	-34.41K	-12.42%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	1.05%	264.81K	8.89M	-2.18K	-0.82%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	1.1%	278.72K	9.36M	134.52K	+93.29%
Jun 30, 2025	CORECAP ADVISORS, LLC	1.15%	291.47K	9.78M	-8.75K	-2.91%
Jun 30, 2025	DAVIES FINANCIAL ADVISORS, INC.	1.19%	299.66K	10.06M	-24.78K	-7.64%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.5%	378.78K	12.69M	135.06K	+55.41%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	1.68%	424.8K	14.26M	424.8K	+100.00%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	6.15%	1.55M	53.28M	-87.73K	-5.35%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.18%	46.16K	1.55M	-35.97K	-43.79%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.19%	47.61K	1.6M	-9.9K	-17.22%
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.19%	48.78K	1.64M	48.78K	+100.00%
Jun 30, 2025	GWN SECURITIES INC.	0.2%	50.82K	1.71M	4.94K	+10.77%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.21%	52.39K	1.76M	9.78K	+22.94%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.21%	53.47K	1.85M	1.81K	+3.50%
Jun 30, 2025	SOUTHLAND EQUITY PARTNERS LLC	1.38%	348.78K	11.71M	-456	-0.13%
Jun 30, 2025	WETZEL INVESTMENT ADVISORS, INC.	1.58%	398.08K	13.38M	246.76K	+163.07%
Jun 30, 2025	DELTA INVESTMENT MANAGEMENT, LLC	3.52%	888.06K	29.81M	43.11K	+5.10%
Jun 30, 2025	PINNACLE WEALTH MANAGEMENT GROUP, INC.	0.61%	152.96K	5.14M	4.11K	+2.76%
Jun 30, 2025	HFG WEALTH MANAGEMENT, LLC	0.61%	153.61K	4.82M	4.95K	+3.33%
Jun 30, 2025	STEPHENS INC /AR/	0.61%	153.69K	5.16M	91.09K	+145.50%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.67%	168.8K	5.67M	7.26K	+4.50%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	6.67%	1.68M	56.55M	122.74K	+7.86%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	7.28%	1.84M	61.77M	404.23K	+28.16%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	6.34%	1.56M	49.02M	1.21M	+344.28%
Mar 31, 2025	PALLAS CAPITAL ADVISORS LLC	0.33%	82.13K	2.58M	82.13K	+100.00%
Mar 31, 2025	HFG WEALTH MANAGEMENT, LLC	0.6%	148.66K	4.85M	148.66K	+100.00%
Mar 31, 2025	SENTINUS, LLC	1.02%	250.2K	7.85M	100.52K	+67.16%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	5.83%	1.44M	45.07M	239.6K	+20.03%
Mar 31, 2025	LPL FINANCIAL LLC	15.27%	3.76M	117.96M	281.63K	+8.10%
Mar 31, 2025	MILESTONE ASSET MANAGEMENT, LLC	0.28%	68.37K	2.15M	321	+0.47%
Mar 31, 2025	JOHN W. BROOKER & CO., CPAS	0.3%	74.28K	2.33M	8.92K	+13.64%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.31%	75.63K	2.37M	46.32K	+158.05%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.33%	82.13K	2.58M	-5.15K	-5.90%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.59%	144.2K	4.53M	35.99K	+33.26%
Mar 31, 2025	FIRST COMMONWEALTH FINANCIAL CORP /PA/	0.59%	146.4K	4.6M	46.75K	+46.91%
Mar 31, 2025	KELLETT WEALTH ADVISORS, LLC	0.24%	58.74K	1.84M	972	+1.68%
Mar 31, 2025	RFG ADVISORY, LLC	0.36%	87.74K	2.75M	-12.95K	-12.86%
Mar 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.42%	103.93K	3.26M	8.53K	+8.94%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	6.66%	1.64M	51.88M	140.1K	+9.34%
Mar 31, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.44%	108.01K	3.39M	24.74K	+29.71%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.45%	111.53K	3.5M	-1.26K	-1.11%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.47%	115.23K	3.62M	5.14K	+4.67%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.48%	118.5K	3.72M	65K	+121.49%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.71%	175.04K	5.49M	71.58K	+69.19%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.99%	243.73K	7.65M	19.24K	+8.57%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	1.13%	277.06K	8.7M	105.68K	+61.67%
Mar 31, 2025	CORECAP ADVISORS, LLC	1.22%	300.22K	9.42M	11.01K	+3.81%
Mar 31, 2025	SOUTHLAND EQUITY PARTNERS LLC	1.42%	349.23K	10.96M	32K	+10.09%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2.42%	596.41K	18.72M	251.97K	+73.15%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.43%	105.67K	3.32M	44.25K	+72.04%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.22%	54.45K	1.72M	-11.41K	-17.33%
Mar 31, 2025		0.22%	54.8K	1.72M	54.8K	+100.00%
Mar 31, 2025	BEACON FINANCIAL ADVISORY LLC	0.23%	56K	1.76M	16.51K	+41.79%
Mar 31, 2025	TREK FINANCIAL, LLC	0.56%	136.79K	4.29M	2K	+1.48%
Mar 31, 2025	MARINER, LLC	0.23%	56.31K	1.77M	7.29K	+14.87%
Mar 31, 2025	DAVIES FINANCIAL ADVISORS, INC.	1.32%	324.44K	10.18M	98K	+43.28%
Mar 31, 2025	STEPHENS INC /AR/	0.25%	62.6K	1.97M	15.09K	+31.77%
Mar 31, 2025	BEACON FINANCIAL GROUP	0.31%	75.78K	2.38M	75.78K	+100.00%
Mar 31, 2025	DELTA INVESTMENT MANAGEMENT, LLC	3.43%	844.95K	26.52M	-59.32K	-6.56%
Mar 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.23%	57.51K	1.81M	23.54K	+69.29%
Mar 31, 2025	PINNACLE WEALTH MANAGEMENT GROUP, INC.	0.6%	148.86K	4.67M	-24.34K	-14.05%
Mar 31, 2025	FINANCIAL FUTURES LTD LIABILITY CO.	0.64%	157.19K	4.93M	18.12K	+13.03%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.66%	161.54K	5.07M	5.16K	+3.30%
Mar 31, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.38%	94.25K	2.96M	87.73K	+1,345.55%
Mar 31, 2025	WORTH FINANCIAL ADVISORY GROUP, LLC	0.6%	148.77K	4.67M	40.52K	+37.43%
Mar 31, 2025	AUTHENTIKOS WEALTH ADVISORY, LLC	0.89%	217.89K	6.84M	181.12K	+492.47%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	1.08%	266.99K	8.38M	19.02K	+7.67%
Mar 31, 2025	MUTUAL ADVISORS, LLC	0.21%	51.66K	1.62M	5.11K	+10.99%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.34%	83.46K	2.62M	19.91K	+31.33%
Mar 31, 2025	WETZEL INVESTMENT ADVISORS, INC.	0.61%	151.32K	4.75M	20.27K	+15.47%

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