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

Who are the major shareholders selling ProShares Russell 2000 Dividend Growers ETF stock?

CETERA INVESTMENT ADVISERS, in the last quarter, reduced its stake in SMDV by -1.31% restricting it's holding to 34.86 thousand shares of worth nearly $2.69M. AMERIPRISE FINANCIAL INC also lessened -5.24% of the SMDV shares from its portfolio, reducing its holding to 51.87 thousand shares of worth $4.00M. ENVESTNET ASSET MANAGEMENT INC also shunned SMDV shares holding by -3.75% last quarter which brought its holding to 41.1 thousand shares worth $3.17M.

Investors who are buying SMDV stock?

As per its latest 13F filing, CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. increased its stake in SMDV by 4.13% in the last quarter. The institutional holder raised its holding to 60.21 thousand shares having worth more than $4.64M. STIFEL FINANCIAL CORP also added 0.6% more shares of SMDV to its portfolio, raising its holding to 53.19 thousand shares of worth $4.10M. SUSQUEHANNA INTERNATIONAL GROUP, LLP also increased its SMDV shares holding by 441.67% which brought its holding to 33.11 thousand shares worth $2.55M.

SMDV's major insiders: who are they?

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

Did an insider recently sell SMDV stock?

Company executives, directors, and other insiders own N/A percent of ProShares Russell 2000 Dividend Growers ETF's stock. Within the last six months, there have been 0 transaction(s) in which SMDV insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SMDV stock?

There have been 0 transaction(s) during the past 6-months in which ProShares Russell 2000 Dividend Growers ETF insiders have bought stock, totalling 0 shares

How much of SMDV does insiders own?

Around 0 ProShares Russell 2000 Dividend Growers ETF shares are held by insiders, which represents about N/A of SMDV stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SMDV?

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is the largest institutional owner in SMDV which holds 60.21 thousand shares worth $4.64M or 0.67% of the total SMDV shares outstanding followed by STIFEL FINANCIAL CORP with ownership of 53.19 thousand shares representing 0.59% of the SMDV ownership. CETERA INVESTMENT ADVISERS is the third largest stakeholder with 34.86 thousand shares or 0.39% of the ownership worth more than $2.69M.

Is ProShares Russell 2000 Dividend Growers 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 SMDV is concerned, it is a stock which is optionable.

Is there a short position on SMDV's shares?

Number of SMDV 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 SMDV shares are there?

As of today, null shares of SMDV are outstanding.

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

SMDV 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 SMDV is null.

ProShares Russell 2000 Dividend Growers ETF (SMDV) 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. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is the top corporate investor, holding 60.21K shares valued at $4.64M. A 0.67% stake in ProShares Russell 2000 Dividend Growers ETF is owned by the company. STIFEL FINANCIAL CORP owns 53.19K shares valued at $4.10M, which translates its holding of 0.59% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.67%	60.21K	4.64M	2.39K	+4.13%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.59%	53.19K	4.1M	319	+0.60%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.39%	34.86K	2.69M	-463	-1.31%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.37%	33.11K	2.55M	27K	+441.67%
Jun 30, 2026	UNITED ADVISOR GROUP, LLC	0.36%	32.43K	2.5M	110	+0.34%
Jun 30, 2026	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.17%	15.61K	1.2M	81	+0.52%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.14%	12.92K	1M	712	+5.83%
Jun 30, 2026	ROYAL CAPITAL WEALTH MANAGEMENT, LLC	0.14%	12.5K	962.74K	13	+0.10%
Jun 30, 2026	LANDMARK WEALTH MANAGEMENT, LLC	0.75%	67.86K	5.23M	1.91K	+2.89%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.58%	51.87K	4M	-2.87K	-5.24%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.46%	41.1K	3.17M	-1.6K	-3.75%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.39%	35.29K	2.72M	-1.24K	-3.39%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.39%	35.27K	2.72M	-544	-1.52%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.36%	32.1K	2.47M	5.4K	+20.22%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.35%	31.78K	2.45M	-367	-1.14%
Jun 30, 2026	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.34%	30.2K	2.35M	25	+0.08%
Jun 30, 2026	JACOBI CAPITAL MANAGEMENT LLC	0.31%	27.85K	2.15M	79	+0.28%
Jun 30, 2026	PARCION PRIVATE WEALTH LLC	0.28%	24.89K	1.92M	0	0
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.25%	22.86K	1.75M	5.23K	+29.64%
Jun 30, 2026	FORTHRIGHT WEALTH MANAGEMENT, LLC	0.2%	18.35K	1.41M	3	+0.02%
Jun 30, 2026	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.2%	18.05K	1.39M	1.48K	+8.94%
Jun 30, 2026	COMPASS FINANCIAL MANAGEMENT LLC	0.19%	17.54K	1.35M	17.54K	+100.00%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.18%	16.33K	1.26M	-99	-0.60%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.18%	15.83K	1.22M	7.18K	+83.09%
Jun 30, 2026	CASCADE FINANCIAL PARTNERS, LLC	0.13%	12.14K	934.99K	530	+4.57%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.07%	276.29K	21.28M	-903	-0.33%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	3.16%	284.37K	21.91M	-6.34K	-2.18%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	3.57%	321.08K	24.73M	273	+0.09%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.85%	76.54K	5.9M	-2.65K	-3.34%
Jun 30, 2026	UBS GROUP AG	4.8%	432.21K	33.29M	13.46K	+3.21%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	1.28%	115.64K	8.95M	2.45K	+2.16%
Jun 30, 2026	ROYAL BANK OF CANADA	2.08%	186.95K	14.4M	-14.6K	-7.24%
Jun 30, 2026	MORGAN STANLEY	10.17%	914.89K	70.47M	-30.85K	-3.26%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORS, LLC	4.39%	395.36K	30.45M	-4.27K	-1.07%
Jun 30, 2026	TOTH FINANCIAL ADVISORY CORP	2.09%	187.7K	14.46M	-2.52K	-1.32%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	1.49%	134.08K	10.33M	-2.42K	-1.77%
Jun 30, 2026	ARLINGTON TRUST CO LLC	1.4%	126.43K	9.74M	-2.72K	-2.11%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.66%	59.14K	4.56M	21.18K	+55.77%
Jun 30, 2026	SMITH, MOORE & CO.	0.61%	54.81K	4.22M	-2.13K	-3.74%
Jun 30, 2026	UNITED ASSET STRATEGIES, INC.	0.21%	18.62K	1.43M	460	+2.53%
Jun 30, 2026	ESSEX FINANCIAL SERVICES, INC.	0.19%	17.05K	1.31M	-610	-3.45%
Jun 30, 2026	WEDBUSH SECURITIES INC	0.16%	14.19K	1.09M	-150	-1.05%
Jun 30, 2026	LPL FINANCIAL LLC	2.83%	254.83K	19.63M	8.71K	+3.54%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.66%	59.65K	4.59M	530	+0.90%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.11%	10.34K	796.2K	-3.06K	-22.83%
Jun 30, 2026	FIFTH THIRD BANCORP	0.11%	9.91K	763.53K	0	0
Jun 30, 2026	PFG INVESTMENTS, LLC	0.15%	13.85K	1.07M	-345	-2.43%
Jun 30, 2026	NORTHWEST FINANCIAL ADVISORS	0.11%	9.67K	744.7K	12	+0.12%
Jun 30, 2026	HARVEST INVESTMENT SERVICES, LLC	0.15%	13.6K	1.05M	938	+7.41%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	11.4K	878.46K	-1.28K	-10.10%
Mar 31, 2026	ARLINGTON TRUST CO LLC	1.44%	129.15K	8.88M	-4.47K	-3.34%
Mar 31, 2026	UNITED ADVISOR GROUP, LLC	0.36%	32.32K	2.22M	-1.33K	-3.96%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.15%	13.39K	921.28K	-267	-1.95%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.59%	52.87K	3.64M	4.43K	+9.13%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.09%	7.95K	546.65K	23	+0.29%
Mar 31, 2026	GEN-WEALTH PARTNERS INC	0.09%	8.16K	561.58K	-1.57K	-16.16%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	1.52%	136.5K	9.39M	3.83K	+2.88%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.1%	8.65K	594.77K	511	+6.28%
Mar 31, 2026	CITADEL ADVISORS LLC	0.09%	7.86K	540.89K	-5.28K	-40.17%
Mar 31, 2026	NORTHWEST FINANCIAL ADVISORS	0.11%	9.66K	664.26K	-230	-2.33%
Mar 31, 2026	FIFTH THIRD BANCORP	0.11%	9.91K	681.85K	9.91K	+100.00%
Mar 31, 2026	CASCADE FINANCIAL PARTNERS, LLC	0.13%	11.61K	798.51K	-85	-0.73%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.14%	12.2K	826.36K	60	+0.49%
Mar 31, 2026	ROYAL CAPITAL WEALTH MANAGEMENT, LLC	0.14%	12.49K	858.85K	13	+0.10%
Mar 31, 2026	HARVEST INVESTMENT SERVICES, LLC	0.14%	12.67K	871.27K	153	+1.22%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.14%	12.69K	872.65K	-122	-0.95%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.16%	14.2K	976.72K	-5.47K	-27.82%
Mar 31, 2026	UNITED ASSET STRATEGIES, INC.	0.2%	18.16K	1.25M	1.26K	+7.43%
Mar 31, 2026	PARCION PRIVATE WEALTH LLC	0.28%	24.89K	1.71M	0	0
Mar 31, 2026	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.34%	30.17K	2.08M	24	+0.08%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.64%	57.82K	3.98M	14.26K	+32.73%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.66%	59.12K	4.07M	1.56K	+2.72%
Mar 31, 2026	LANDMARK WEALTH MANAGEMENT, LLC	0.73%	65.95K	4.54M	13.56K	+25.89%
Mar 31, 2026	JACOBI CAPITAL MANAGEMENT LLC	0.31%	27.78K	1.91M	1	0.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.36%	32.15K	2.22M	1.35K	+4.40%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	35.81K	2.46M	-64.23K	-64.20%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.61%	54.74K	3.77M	-3.64K	-6.23%
Mar 31, 2026	SMITH, MOORE & CO.	0.63%	56.94K	3.92M	6.91K	+13.81%
Mar 31, 2026	LPL FINANCIAL LLC	2.73%	246.12K	16.93M	-4.1K	-1.64%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.08%	277.19K	19.07M	-1.93K	-0.69%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.23%	290.71K	20M	-2.64K	-0.90%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.56%	320.81K	22.07M	2.53K	+0.80%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	4.44%	399.63K	27.49M	-4.69K	-1.16%
Mar 31, 2026	UBS GROUP AG	4.65%	418.75K	28.81M	6.6K	+1.60%
Mar 31, 2026	MORGAN STANLEY	10.51%	945.74K	65.06M	-789	-0.08%
Mar 31, 2026		0.06%	5.14K	353.3K	0	0
Mar 31, 2026	B. RILEY WEALTH ADVISORS, INC.	0.06%	5.18K	352.54K	-22	-0.42%
Mar 31, 2026	DAVENPORT & CO LLC	0.06%	5.2K	357.63K	890	+20.65%
Mar 31, 2026	HIGHPOINT ADVISOR GROUP LLC	0.06%	5.25K	361.14K	0	0
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.06%	5.28K	363.48K	2.47K	+87.58%
Mar 31, 2026	CREEKSIDE PARTNERS	0.06%	5.5K	377.98K	2	+0.04%
Mar 31, 2026	CFS INVESTMENT ADVISORY SERVICES, LLC	0.07%	5.66K	413.24K	-1.2K	-17.52%
Mar 31, 2026	ANSON CAPITAL, INC.	0.07%	5.7K	391.89K	215	+3.92%
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0.07%	6.11K	420.03K	500	+8.92%
Mar 31, 2026	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.07%	6.28K	432.12K	51	+0.82%
Mar 31, 2026	LEWIS ASSET MANAGEMENT, LLC	0.08%	6.53K	449.47K	38	+0.58%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.08%	6.75K	463.99K	-890	-11.66%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.09%	7.64K	525.53K	18	+0.24%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.47%	42.71K	2.94M	-84	-0.20%
Mar 31, 2026	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.18%	16.57K	1.14M	420	+2.60%
Mar 31, 2026	FORTHRIGHT WEALTH MANAGEMENT, LLC	0.2%	18.35K	1.26M	-69.18K	-79.03%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.42%	37.97K	2.61M	14.92K	+64.76%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.39%	35.32K	2.43M	-96	-0.27%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.41%	36.53K	2.42M	17.17K	+88.69%
Mar 31, 2026	TOTH FINANCIAL ADVISORY CORP	2.11%	190.21K	13.08M	-289	-0.15%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.88%	79.18K	5.45M	-6.2K	-7.26%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	1.26%	113.19K	7.79M	-2.56K	-2.21%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.2%	17.63K	1.22M	-5.99K	-25.36%
Mar 31, 2026	ROYAL BANK OF CANADA	2.24%	201.56K	13.87M	-7.34K	-3.51%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.16%	14.34K	986K	400	+2.87%
Mar 31, 2026	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.17%	15.53K	1.07M	-177	-1.13%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.3%	26.7K	1.84M	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.18%	16.43K	1.13M	1.23K	+8.11%
Mar 31, 2026	ESSEX FINANCIAL SERVICES, INC.	0.2%	17.66K	1.21M	-1.12K	-5.94%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	1.52%	132.68K	8.77M	5.94K	+4.69%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.09%	7.64K	504.52K	-158	-2.03%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.09%	7.92K	523.63K	32	+0.41%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.09%	8.14K	537.55K	162	+2.03%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.1%	8.8K	581.5K	8.8K	+100.00%
Dec 31, 2025	GEN-WEALTH PARTNERS INC	0.11%	9.74K	643.47K	820	+9.19%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.14%	12.14K	802.44K	-253	-2.04%
Dec 31, 2025	NORTHWEST FINANCIAL ADVISORS	0.12%	9.89K	653.29K	-608	-5.79%
Dec 31, 2025	PARCION PRIVATE WEALTH LLC	0.29%	24.89K	1.64M	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0.15%	13.14K	868.49K	1.24K	+10.37%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.16%	13.66K	902.63K	-1.06K	-7.22%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	15.09K	996.95K	15.09K	+100.00%
Dec 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.19%	16.15K	1.07M	1.08K	+7.15%
Dec 31, 2025	ROUND ROCK ADVISORS, LLC	0.05%	4.24K	280.44K	-31	-0.73%
Dec 31, 2025	ATLAS BROWN,INC.	0.05%	4.25K	280.61K	-1.54K	-26.65%
Dec 31, 2025	UNITED ASSET STRATEGIES, INC.	0.2%	16.91K	1.12M	344	+2.08%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	12.81K	846.33K	1.68K	+15.11%
Dec 31, 2025	ACORN WEALTH ADVISORS, LLC	0.05%	4.25K	280.78K	-27	-0.63%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.61%	318.28K	21.03M	24.56K	+8.36%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.19%	279.13K	18.44M	-2.28K	-0.81%
Dec 31, 2025	FORTHRIGHT WEALTH MANAGEMENT, LLC	1.02%	87.53K	5.78M	1.09K	+1.26%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.99%	85.38K	5.64M	-27.52K	-24.37%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.67%	57.55K	3.8M	-465	-0.80%
Dec 31, 2025	LANDMARK WEALTH MANAGEMENT, LLC	0.61%	52.39K	3.46M	2.97K	+6.02%
Dec 31, 2025	SMITH, MOORE & CO.	0.58%	50.03K	3.31M	-2.41K	-4.60%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.55%	48.44K	3.2M	703	+1.47%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.51%	43.56K	2.88M	-10.85K	-19.94%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.4%	35.42K	2.34M	-60.04K	-62.90%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.49%	42.79K	2.83M	178	+0.42%
Dec 31, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.07%	6.23K	411.76K	-298	-4.56%
Dec 31, 2025	KRAEMATON INVESTMENT ADVISORS, INC	0.07%	5.76K	380.75K	512	+9.75%
Dec 31, 2025	ANSON CAPITAL, INC.	0.06%	5.48K	362.28K	1.64K	+42.57%
Dec 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.06%	5.37K	354.91K	5.37K	+100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.06%	5.06K	334.1K	1	+0.02%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.05%	4.78K	289.12K	-1.97K	-29.20%
Dec 31, 2025	CAPITAL ADVISORS, LTD. LLC	0.05%	4.62K	305K	-323	-6.53%
Dec 31, 2025	DAVENPORT & CO LLC	0.05%	4.31K	284.73K	250	+6.16%
Dec 31, 2025	BAY CAPITAL ADVISORS, LLC	0.05%	4.4K	290.75K	0	0
Dec 31, 2025		0.06%	5.14K	339.39K	5.14K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	3.35%	293.35K	19.38M	-18.04K	-5.79%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	4.7%	404.32K	26.72M	-8.78K	-2.12%
Dec 31, 2025	UBS GROUP AG	4.71%	412.15K	27.24M	59	+0.01%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.27%	23.05K	1.52M	11.57K	+100.83%
Dec 31, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.32%	27.77K	1.84M	-579	-2.04%
Dec 31, 2025	ROYAL CAPITAL WEALTH MANAGEMENT, LLC	0.14%	12.47K	824.18K	20	+0.16%
Dec 31, 2025	MORGAN STANLEY	10.81%	946.52K	62.55M	-35.26K	-3.59%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.3%	26.7K	1.76M	-3.2K	-10.70%
Dec 31, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.34%	30.15K	1.99M	39	+0.13%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.35%	30.79K	2.04M	-4.3K	-12.24%
Dec 31, 2025	UNITED ADVISOR GROUP, LLC	0.39%	33.65K	2.22M	-14.86K	-30.64%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.14%	100.05K	6.61M	5.38K	+5.68%
Dec 31, 2025	LEWIS ASSET MANAGEMENT, LLC	0.08%	6.5K	429.26K	-351	-5.13%
Dec 31, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.08%	6.86K	453.24K	-981	-12.51%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.09%	7.62K	503.65K	-49	-0.64%
Dec 31, 2025	TOTH FINANCIAL ADVISORY CORP	2.22%	190.5K	12.59M	-2.03K	-1.05%
Dec 31, 2025	WBI INVESTMENTS, INC.	0.12%	10.24K	676.53K	-1.43K	-12.26%
Dec 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.22%	18.78K	1.24M	-3.24K	-14.72%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.22%	19.36K	1.28M	-697	-3.48%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.23%	19.67K	1.3M	2.45K	+14.25%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.27%	23.62K	1.6M	16.85K	+248.87%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.66%	58.38K	3.86M	7.89K	+15.63%
Dec 31, 2025	ARLINGTON TRUST CO LLC	1.55%	133.61K	8.83M	-1.46K	-1.08%
Dec 31, 2025	ROYAL BANK OF CANADA	2.39%	208.9K	13.8M	-154	-0.07%
Dec 31, 2025	LPL FINANCIAL LLC	2.83%	250.22K	16.53M	-15.59K	-5.87%
Dec 31, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.14%	11.69K	772.67K	0	0
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	1.31%	115.75K	7.65M	-3.99K	-3.33%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.17%	15.2K	1M	-128	-0.84%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.16%	13.94K	921K	13	+0.09%
Dec 31, 2025	COMERICA BANK	0.12%	9.94K	656.65K	-36	-0.36%
Dec 31, 2025	HARVEST INVESTMENT SERVICES, LLC	0.14%	12.51K	826.76K	-804	-6.04%
Dec 31, 2025	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.18%	15.71K	1.04M	125	+0.80%
Sep 30, 2025	ROYAL CAPITAL WEALTH MANAGEMENT, LLC	0.13%	12.45K	829.83K	29	+0.23%
Sep 30, 2025	TRUIST FINANCIAL CORP	1.17%	112.9K	7.52M	-3.89K	-3.33%
Sep 30, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.08%	7.84K	525.99K	311	+4.13%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.08%	7.79K	519.33K	-159	-2.00%
Sep 30, 2025	LION STREET ADVISORS, LLC	0.08%	7.77K	498.09K	4.63K	+147.96%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.08%	7.89K	525.92K	52	+0.66%
Sep 30, 2025	MORGAN STANLEY	10.16%	981.78K	65.43M	-108.4K	-9.94%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	4.28%	413.1K	27.53M	-6.86K	-1.63%
Sep 30, 2025	UBS GROUP AG	4.26%	412.1K	27.46M	34.11K	+9.02%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	3.22%	311.39K	20.75M	-37.26K	-10.69%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	3.04%	293.72K	19.57M	710	+0.24%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.91%	281.41K	18.75M	1.45K	+0.52%
Sep 30, 2025	LPL FINANCIAL LLC	2.75%	265.81K	17.71M	-8.7K	-3.17%
Sep 30, 2025	ROYAL BANK OF CANADA	2.16%	209.05K	13.93M	10.56K	+5.32%
Sep 30, 2025	TOTH FINANCIAL ADVISORY CORP	1.99%	192.53K	12.83M	1.06K	+0.55%
Sep 30, 2025	ARLINGTON TRUST CO LLC	1.4%	135.07K	9M	-4.96K	-3.54%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	1.31%	126.74K	8.45M	1.52K	+1.21%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	1.24%	119.74K	7.98M	-36.42K	-23.32%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.99%	95.45K	6.36M	7.96K	+9.10%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.98%	94.67K	6.31M	553	+0.59%
Sep 30, 2025	FORTHRIGHT WEALTH MANAGEMENT, LLC	0.89%	86.44K	5.76M	1.04K	+1.22%
Sep 30, 2025	UNITED ADVISOR GROUP, LLC	0.5%	48.51K	3.23M	63	+0.13%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.49%	47.74K	3.18M	328	+0.69%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.44%	42.61K	2.84M	-30.39K	-41.62%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.36%	35.09K	2.4M	1.55K	+4.61%
Sep 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.31%	30.11K	2.01M	31	+0.10%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.31%	29.9K	1.99M	0	0
Sep 30, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.29%	28.35K	1.89M	-58	-0.20%
Sep 30, 2025	PARCION PRIVATE WEALTH LLC	0.26%	24.89K	1.66M	0	0
Sep 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.23%	22.02K	1.47M	-1.55K	-6.56%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.21%	20.06K	1.34M	810	+4.21%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.18%	17.22K	1.15M	-42	-0.24%
Sep 30, 2025	UNITED ASSET STRATEGIES, INC.	0.17%	16.56K	1.1M	344	+2.12%
Sep 30, 2025	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.16%	15.58K	1.04M	100	+0.65%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.16%	15.32K	1.02M	-125	-0.81%
Sep 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.16%	15.07K	1M	-120	-0.79%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.15%	14.72K	981.11K	916	+6.63%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.14%	13.93K	928K	-442	-3.08%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.13%	12.4K	827.42K	636	+5.41%
Sep 30, 2025	CITADEL ADVISORS LLC	0.12%	11.91K	793.55K	2.06K	+20.89%
Sep 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.12%	11.69K	779.22K	0	0
Sep 30, 2025	WBI INVESTMENTS, INC.	0.12%	11.67K	777.62K	-4.92K	-29.64%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.12%	11.48K	764.69K	-23.84K	-67.50%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	11.13K	741.49K	11.13K	+100.00%
Sep 30, 2025	NORTHWEST FINANCIAL ADVISORS	0.11%	10.49K	699.33K	-201	-1.88%
Sep 30, 2025	L.M. KOHN & COMPANY	0.11%	10.28K	685.14K	492	+5.03%
Sep 30, 2025	COMERICA BANK	0.1%	9.97K	664.61K	302	+3.12%
Sep 30, 2025	GEN-WEALTH PARTNERS INC	0.09%	8.92K	594.27K	8.92K	+100.00%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.08%	7.97K	531.31K	18	+0.23%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.08%	7.67K	511.22K	-817	-9.63%
Sep 30, 2025	LEWIS ASSET MANAGEMENT, LLC	0.07%	6.85K	456.3K	12	+0.18%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	6.77K	448.44K	985	+17.02%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.07%	6.75K	450.1K	-89	-1.30%
Sep 30, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.07%	6.53K	435.09K	-111	-1.67%
Sep 30, 2025	KEY CLIENT FIDUCIARY ADVISORS, LLC	0.06%	5.92K	394.31K	0	0
Sep 30, 2025	ATLAS BROWN,INC.	0.06%	5.79K	385.86K	-27	-0.46%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.06%	5.73K	381.85K	-216	-3.63%
Sep 30, 2025	CREEKSIDE PARTNERS	0.06%	5.49K	365.84K	5	+0.09%
Sep 30, 2025	KRAEMATON INVESTMENT ADVISORS, INC	0.05%	5.25K	349.86K	28	+0.54%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.05%	5.06K	336.8K	-66	-1.29%
Sep 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.05%	4.95K	330K	2	+0.04%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.05%	4.82K	321.14K	0	0
Sep 30, 2025	BAY CAPITAL ADVISORS, LLC	0.05%	4.4K	293.22K	0	0
Sep 30, 2025	ACORN WEALTH ADVISORS, LLC	0.04%	4.28K	284.95K	-823	-16.14%
Sep 30, 2025	HERITAGE WEALTH MANAGEMENT, INC.	0.04%	4.07K	271.03K	95	+2.39%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.6%	58.02K	3.87M	290	+0.50%
Sep 30, 2025	HARVEST INVESTMENT SERVICES, LLC	0.14%	13.32K	887.38K	-1.07K	-7.42%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.56%	54.41K	3.63M	383	+0.71%
Sep 30, 2025	SMITH, MOORE & CO.	0.54%	52.44K	3.49M	-2.72K	-4.94%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.52%	50.48K	3.36M	6.13K	+13.82%
Sep 30, 2025	LANDMARK WEALTH MANAGEMENT, LLC	0.51%	49.42K	3.29M	1.58K	+3.31%
Jun 30, 2025	TRUIST FINANCIAL CORP	1.23%	116.78K	7.6M	1.9K	+1.65%
Jun 30, 2025	WBI INVESTMENTS, INC.	0.17%	16.58K	1.08M	283	+1.74%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.08%	7.95K	517.37K	0	0
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.08%	7.96K	517.58K	822	+11.52%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.09%	8.35K	543.08K	1	+0.01%
Jun 30, 2025	CITADEL ADVISORS LLC	0.1%	9.85K	640.84M	-5.36K	-35.24%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.37%	35.31K	2.3B	13.05K	+58.64%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.95%	279.96K	18.21M	-2.89K	-1.02%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	3.68%	348.65K	22.68M	-72.18K	-17.15%
Jun 30, 2025	UBS GROUP AG	3.99%	377.98K	24.59M	-68.91K	-15.42%
Jun 30, 2025	UNITED ADVISOR GROUP, LLC	0.51%	48.45K	3.15M	-87	-0.18%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.57%	54.03K	3.52M	-1.98K	-3.54%
Jun 30, 2025	SMITH, MOORE & CO.	0.58%	55.16K	3.59M	1.77K	+3.31%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.77%	73K	4.75M	18.14K	+33.06%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.18%	17.26K	1.12M	-6.1K	-26.11%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.2%	19.25K	1.25M	-130	-0.67%
Jun 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.25%	23.56K	1.53M	-1.66K	-6.58%
Jun 30, 2025	PARCION PRIVATE WEALTH LLC	0.26%	24.89K	1.62M	0	0
Jun 30, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.3%	28.41K	1.85M	-222	-0.78%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.32%	29.9K	1.95M	-1.9K	-5.97%
Jun 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.32%	30.08K	1.96M	30.08K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.35%	33.54K	2.19M	-1.45K	-4.15%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.47%	44.36K	2.89M	18.69K	+72.82%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.5%	47.41K	3.08M	504	+1.07%
Jun 30, 2025	LANDMARK WEALTH MANAGEMENT, LLC	0.5%	47.84K	3.11M	-56	-0.12%
Jun 30, 2025	FORTHRIGHT WEALTH MANAGEMENT, LLC	0.9%	85.4K	5.56M	16.84K	+24.56%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.92%	87.49K	5.69M	-1.81K	-2.03%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.99%	94.12K	6.12M	359	+0.38%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	1.32%	125.22K	8.15M	422	+0.34%
Jun 30, 2025	ARLINGTON TRUST CO LLC	1.48%	140.03K	9.11M	-4.69K	-3.24%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	1.65%	156.16K	10.16M	34.55K	+28.41%
Jun 30, 2025	TOTH FINANCIAL ADVISORY CORP	2.02%	191.47K	12.46M	-2.77K	-1.42%
Jun 30, 2025	ROYAL BANK OF CANADA	2.09%	198.49K	12.91M	-23.87K	-10.73%
Jun 30, 2025	LPL FINANCIAL LLC	2.9%	274.51K	17.86M	11.28K	+4.29%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.09%	8.49K	552.25K	602	+7.63%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	9.21K	598.94K	5.07K	+122.80%
Jun 30, 2025	COMERICA BANK	0.1%	9.67K	629.21K	-50	-0.51%
Jun 30, 2025	L.M. KOHN & COMPANY	0.1%	9.79K	636.87K	1.17K	+13.63%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.11%	10.01K	651.32K	0	0
Jun 30, 2025	NORTHWEST FINANCIAL ADVISORS	0.11%	10.7K	695.8K	-1.34K	-11.10%
Jun 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.12%	11.69K	760.75K	0	0
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.12%	11.76K	768.37K	3.03K	+34.72%
Jun 30, 2025	ROYAL CAPITAL WEALTH MANAGEMENT, LLC	0.13%	12.42K	808.23K	14	+0.11%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.15%	13.81K	898.28K	-438	-3.07%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.15%	14.37K	935K	-496	-3.34%
Jun 30, 2025	HARVEST INVESTMENT SERVICES, LLC	0.15%	14.38K	935.73K	352	+2.51%
Jun 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.16%	15.19K	988.2K	-220	-1.43%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.16%	15.45K	1.01M	-7.63K	-33.06%
Jun 30, 2025	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.16%	15.48K	1.01M	0	0
Jun 30, 2025	UNITED ASSET STRATEGIES, INC.	0.17%	16.22K	1.06M	-1.15K	-6.63%
Jun 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.05%	4.94K	322K	377	+8.26%
Jun 30, 2025	ACORN WEALTH ADVISORS, LLC	0.05%	5.1K	331.77K	70	+1.39%
Jun 30, 2025	KRAEMATON INVESTMENT ADVISORS, INC	0.06%	5.22K	339.73K	-146	-2.72%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.06%	5.42K	352.29K	402	+8.02%
Jun 30, 2025	CREEKSIDE PARTNERS	0.06%	5.49K	356.86K	-102	-1.83%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	5.79K	392.09K	-169	-2.84%
Jun 30, 2025	ATLAS BROWN,INC.	0.06%	5.82K	378.43K	-41	-0.70%
Jun 30, 2025	KEY CLIENT FIDUCIARY ADVISORS, LLC	0.06%	5.92K	384.96K	0	0
Jun 30, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.07%	6.64K	431.97K	-134	-1.98%
Jun 30, 2025	LEWIS ASSET MANAGEMENT, LLC	0.07%	6.84K	444.72K	-1.21K	-15.01%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.07%	6.84K	445.21K	435	+6.79%
Jun 30, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.08%	7.53K	490K	1.59K	+26.86%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.08%	7.84K	510.06K	125	+1.62%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.09%	293.01K	19.06M	-9.18K	-3.04%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	4.43%	419.96K	27.32M	1.73K	+0.41%
Jun 30, 2025	MORGAN STANLEY	11.5%	1.09M	70.93B	-43.44K	-3.83%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	4.31%	418.23K	27.43M	-13.13K	-3.04%
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.09%	8.35K	547.42K	1.64K	+24.47%
Mar 31, 2025	L.M. KOHN & COMPANY	0.09%	8.62K	565.03K	559	+6.94%
Mar 31, 2025	CITADEL ADVISORS LLC	0.16%	15.21K	997.69K	11.02K	+262.77%
Mar 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.16%	15.41K	1.01M	1.52K	+10.94%
Mar 31, 2025	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.16%	15.48K	1.02M	0	0
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.26%	25.67K	1.68M	2.79K	+12.18%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.36%	34.99K	2.3M	-4.34K	-11.03%
Mar 31, 2025	TRUIST FINANCIAL CORP	1.18%	114.88K	7.54M	23.36K	+25.52%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	1.29%	124.8K	8.19M	-23	-0.02%
Mar 31, 2025	ARLINGTON TRUST CO LLC	1.49%	144.73K	9.49M	508	+0.35%
Mar 31, 2025	UBS GROUP AG	4.61%	446.89K	29.31M	1.83K	+0.41%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	4.34%	420.83K	27.6M	-39.11K	-8.50%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.48%	46.91K	3.08M	-2.82K	-5.67%
Mar 31, 2025	FORTHRIGHT WEALTH MANAGEMENT, LLC	0.71%	68.56K	4.5M	308	+0.45%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.23%	22.26K	1.46M	2.4K	+12.08%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.24%	23.08K	1.51M	-14.45K	-38.51%
Mar 31, 2025	LANDMARK WEALTH MANAGEMENT, LLC	0.49%	47.89K	3.14M	-20.97K	-30.46%
Mar 31, 2025	UNITED ADVISOR GROUP, LLC	0.5%	48.54K	3.18M	2.41K	+5.23%
Mar 31, 2025	SMITH, MOORE & CO.	0.55%	53.4K	3.5M	-93	-0.17%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.57%	54.86K	3.6M	42.28K	+336.07%
Mar 31, 2025	MORGAN STANLEY	11.69%	1.13M	74.35M	-4.64K	-0.41%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.15%	14.25K	934.35K	-2.56K	-15.22%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.97%	93.76K	6.15M	4.64K	+5.20%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.09%	8.73K	572.02K	1.49K	+20.63%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.09%	8.9K	583.49K	7.97K	+856.56%
Mar 31, 2025	COMERICA BANK	0.1%	9.72K	637.61K	315	+3.35%
Mar 31, 2025	TOTH FINANCIAL ADVISORY CORP	2%	194.24K	12.74M	1.71K	+0.89%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.1%	10.01K	656.62K	0	0
Mar 31, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.12%	11.69K	766.94K	0	0
Mar 31, 2025	WEDBUSH SECURITIES INC	0.15%	14.87K	975K	56	+0.38%
Mar 31, 2025	WBI INVESTMENTS, INC.	0.17%	16.3K	1.07M	-24.67K	-60.22%
Mar 31, 2025	UNITED ASSET STRATEGIES, INC.	0.18%	17.37K	1.14M	154	+0.89%
Mar 31, 2025	PFG INVESTMENTS, LLC	0.24%	23.36K	1.53M	94	+0.40%
Mar 31, 2025	PARCION PRIVATE WEALTH LLC	0.26%	24.89K	1.63M	0	0
Mar 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.26%	25.22K	1.65M	-665	-2.57%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.92%	89.3K	5.86M	-2.92K	-3.17%
Mar 31, 2025	ROYAL BANK OF CANADA	2.29%	222.36K	14.58M	949	+0.43%
Mar 31, 2025	JPMORGAN CHASE & CO	0.08%	8.09K	530.43K	8.08K	+80,760.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	3.12%	302.18K	19.82M	-12.58K	-4.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.92%	282.85K	18.55M	4.13K	+1.48%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.2%	19.38K	1.27M	1.79K	+10.18%
Mar 31, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.3%	28.63K	1.88M	-1.2K	-4.01%
Mar 31, 2025	NORTHWEST FINANCIAL ADVISORS	0.12%	12.03K	789.07K	0	0
Mar 31, 2025	ROYAL CAPITAL WEALTH MANAGEMENT, LLC	0.13%	12.41K	813.88K	-420	-3.27%
Mar 31, 2025	LPL FINANCIAL LLC	2.71%	263.23K	17.26M	2.43K	+0.93%
Mar 31, 2025	HARVEST INVESTMENT SERVICES, LLC	0.14%	14.03K	920.32K	211	+1.53%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.33%	31.8K	2.09M	13.3K	+71.89%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.58%	56.01K	3.67M	-5.68K	-9.21%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	1.25%	121.61K	7.97M	9.87K	+8.83%

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