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

Who are the major shareholders selling Alliance Bernstein - AB Short Duration High Yield ETF stock?

CAPITAL INVESTMENT ADVISORY SERVICES, LLC, in the last quarter, reduced its stake in SYFI by -1.88% restricting it's holding to 48.43 thousand shares of worth nearly $1.73M. ROCKEFELLER CAPITAL MANAGEMENT L.P. also lessened -1.35% of the SYFI shares from its portfolio, reducing its holding to 52.93 thousand shares of worth $1.89M. PRIVATE ADVISOR GROUP, LLC also shunned SYFI shares holding by -1.41% last quarter which brought its holding to 71.37 thousand shares worth $2.55M.

Investors who are buying SYFI stock?

As per its latest 13F filing, MML INVESTORS SERVICES, LLC increased its stake in SYFI by 11.08% in the last quarter. The institutional holder raised its holding to 21.52 thousand shares having worth more than $768.58K. TME FINANCIAL, INC. also added 9.59% more shares of SYFI to its portfolio, raising its holding to 24.26 thousand shares of worth $866.29K. STRATOS WEALTH PARTNERS, LTD. also increased its SYFI shares holding by 11.24% which brought its holding to 50.68 thousand shares worth $1.81M.

SYFI's major insiders: who are they?

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

Did an insider recently sell SYFI stock?

Company executives, directors, and other insiders own N/A percent of Alliance Bernstein - AB Short Duration High Yield ETF's stock. Within the last six months, there have been 0 transaction(s) in which SYFI insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SYFI stock?

There have been 0 transaction(s) during the past 6-months in which Alliance Bernstein - AB Short Duration High Yield ETF insiders have bought stock, totalling 0 shares

How much of SYFI does insiders own?

Around 0 Alliance Bernstein - AB Short Duration High Yield ETF shares are held by insiders, which represents about N/A of SYFI stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SYFI?

MML INVESTORS SERVICES, LLC is the largest institutional owner in SYFI which holds 21.52 thousand shares worth $768.58K or 0.08% of the total SYFI shares outstanding followed by TME FINANCIAL, INC. with ownership of 24.26 thousand shares representing 0.09% of the SYFI ownership. CAPITAL INVESTMENT ADVISORY SERVICES, LLC is the third largest stakeholder with 48.43 thousand shares or 0.19% of the ownership worth more than $1.73M.

Is Alliance Bernstein - AB Short Duration High Yield 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 SYFI is concerned, it is a stock which is not optionable.

Is there a short position on SYFI's shares?

Number of SYFI 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 SYFI shares are there?

As of today, null shares of SYFI are outstanding.

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

SYFI 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 SYFI is null.

Alliance Bernstein - AB Short Duration High Yield ETF (SYFI) 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. MML INVESTORS SERVICES, LLC is the top corporate investor, holding 21.52K shares valued at $768.58K. A 0.08% stake in Alliance Bernstein - AB Short Duration High Yield ETF is owned by the company. TME FINANCIAL, INC. owns 24.26K shares valued at $866.29K, which translates its holding of 0.09% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.08%	21.52K	768.58K	2.15K	+11.08%
Jun 30, 2026	TME FINANCIAL, INC.	0.09%	24.26K	866.29K	2.12K	+9.59%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.19%	48.43K	1.73M	-926	-1.88%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	52.93K	1.89M	-722	-1.35%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.2%	50.68K	1.81M	5.12K	+11.24%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.28%	71.37K	2.55M	-1.02K	-1.41%
Jun 30, 2026	SAGEGUARD FINANCIAL GROUP, LLC	0.47%	121.01K	4.32M	121.01K	+100.00%
Jun 30, 2026	SOLANO WEALTH INVESTMENT ADVISORS LLC	1.4%	361.67K	12.92M	-57.65K	-13.75%
Jun 30, 2026	HUNTLEIGH ADVISORS, INC.	1.44%	372.35K	13.3M	-276	-0.07%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.9%	491.96K	17.58M	-38.27K	-7.22%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.13%	810.06K	28.93M	81.18K	+11.14%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	3.69%	957.34K	34.19M	21.33K	+2.28%
Jun 30, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.1%	24.91K	889.79K	-4.31K	-14.73%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	25.19K	900K	1.57K	+6.67%
Jun 30, 2026	WEDBUSH SECURITIES INC	0.13%	32.99K	1.18M	-558	-1.66%
Jun 30, 2026	MAGNOLIA CAPITAL ADVISORS LLC	0.13%	34.11K	1.22M	-4.96K	-12.69%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.16%	42.05K	1.5M	10.77K	+34.43%
Jun 30, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.22%	57.06K	2.04M	13.1K	+29.79%
Jun 30, 2026	VISE TECHNOLOGIES, INC.	0.26%	67.93K	2.43M	67.93K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.27%	69.97K	2.5M	-6.69K	-8.73%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	0.28%	73.64K	2.63M	-1.23M	-94.34%
Jun 30, 2026	JANE STREET GROUP, LLC	0.3%	76.63K	2.74M	-40.32K	-34.48%
Jun 30, 2026	ADVISORY RESOURCE GROUP	0.3%	78.42K	2.8M	78.42K	+100.00%
Jun 30, 2026	KPP ADVISORY SERVICES LLC	0.33%	85.89K	3.07M	-5.19K	-5.70%
Jun 30, 2026	CITADEL ADVISORS LLC	0.36%	93.17K	3.33M	28.01K	+42.99%
Jun 30, 2026	STONEBRIDGE FINANCIAL GROUP, LLC / MO	0.39%	101.72K	3.63M	1.38K	+1.38%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.42%	107.58K	3.83M	-159.91K	-59.78%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.47%	121.52K	4.34M	120	+0.10%
Jun 30, 2026	RMR CAPITAL MANAGEMENT, LLC	0.48%	123.62K	4.41M	10.44K	+9.22%
Jun 30, 2026	MGO ONE SEVEN LLC	0.53%	137.53K	4.91M	-4.81K	-3.38%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.62%	159.48K	5.7M	16.66K	+11.66%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.64%	166.29K	5.94M	23.67K	+16.60%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	4.24%	1.1M	39.19M	520.46K	+90.22%
Jun 30, 2026	ROYAL BANK OF CANADA	4.57%	1.18M	42.32M	-311.11K	-20.80%
Jun 30, 2026	WAGNER WEALTH MANAGEMENT, LLC	4.8%	1.24M	44.41M	5.36K	+0.43%
Jun 30, 2026	LPL FINANCIAL LLC	5.18%	1.34M	47.92M	36.44K	+2.79%
Jun 30, 2026	UBS GROUP AG	6.34%	1.64M	58.66M	154.37K	+10.37%
Jun 30, 2026	MORGAN STANLEY	6.43%	1.67M	59.48M	206.49K	+14.15%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	6.84%	1.77M	63.31M	293.16K	+19.81%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.89%	229.63K	8.2M	3.52K	+1.56%
Jun 30, 2026	CERITY PARTNERS LLC	0.92%	239.52K	8.55M	-36.79K	-13.31%
Jun 30, 2026	NEXT LEVEL PRIVATE LLC	0.98%	254.56K	9.09M	15.73K	+6.58%
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	1%	259.48K	9.27M	-61.34K	-19.12%
Jun 30, 2026	FOCUSED ALPHA, LLC	1.12%	290.62K	10.38M	132.01K	+83.23%
Jun 30, 2026	ALLIANCEBERNSTEIN L.P.	18.34%	4.75M	168.78M	184.88K	+4.05%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.15%	37.64K	1.34M	3.67K	+10.81%
Jun 30, 2026	FIFTH THIRD BANCORP	0.17%	45.29K	1.62M	344	+0.77%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.08%	20.03K	715.44K	-334	-1.64%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.08%	21.02K	750.69K	-2.45K	-10.43%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.14%	37.1K	1.33M	14	+0.04%
Mar 31, 2026	JANE STREET GROUP, LLC	0.45%	116.95K	4.15M	-86.46K	-42.51%
Mar 31, 2026	PANORAMIC INVESTMENT ADVISORS, LLC	0.06%	15.95K	566.51K	1.65K	+11.50%
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.11%	29.22K	1.04M	-1.97K	-6.33%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.13%	33.97K	1.21M	69	+0.20%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.14%	37.09K	1.31M	1.12K	+3.12%
Mar 31, 2026	MAGNOLIA CAPITAL ADVISORS LLC	0.15%	39.07K	1.39M	-6.95K	-15.11%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.17%	43.96K	1.56M	-1.89K	-4.13%
Mar 31, 2026	FIFTH THIRD BANCORP	0.17%	44.95K	1.6M	44.95K	+100.00%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.18%	45.56K	1.62M	-1.81K	-3.82%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.19%	49.35K	1.75M	-1.88K	-3.67%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	53.65K	1.91M	2.46K	+4.81%
Mar 31, 2026	OPPENHEIMER ASSET MANAGEMENT INC.	1.12%	290.69K	10.33M	318	+0.11%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	1.24%	320.82K	11.4M	18.77K	+6.21%
Mar 31, 2026	HUNTLEIGH ADVISORS, INC.	1.44%	372.62K	13.24M	18.57K	+5.25%
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	17.63%	4.57M	164.08M	-77.49K	-1.67%
Mar 31, 2026	QUANTUM PRIVATE WEALTH, LLC	0.07%	18.37K	652.36K	0	0
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.07%	19.37K	688.13K	284	+1.49%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.55%	142.82K	5.07M	-1.26K	-0.87%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.13%	33.55K	1.19M	2.32K	+7.42%
Mar 31, 2026	CITADEL ADVISORS LLC	0.25%	65.15K	2.31M	53.42K	+455.45%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.08%	20.37K	723.4K	-100.57K	-83.16%
Mar 31, 2026		0.39%	100.34K	3.56M	-5.13K	-4.86%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.47%	121.4K	4.31M	-453	-0.37%
Mar 31, 2026	MGO ONE SEVEN LLC	0.55%	142.34K	5.06M	-2.21K	-1.53%
Mar 31, 2026	SOLANO WEALTH INVESTMENT ADVISORS LLC	1.62%	419.32K	14.89M	33.5K	+8.68%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	5.02%	1.3M	46.17M	1.23M	+1,700.25%
Mar 31, 2026	UBS GROUP AG	5.74%	1.49M	52.86M	-708.45K	-32.25%
Mar 31, 2026	ROYAL BANK OF CANADA	5.77%	1.5M	53.14M	34.58K	+2.37%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.07%	18K	639.42K	18K	+100.00%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.55%	142.62K	5.07M	38.32K	+36.74%
Mar 31, 2026	NEXT LEVEL PRIVATE LLC	0.92%	238.84K	8.48M	192.48K	+415.27%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	5.71%	1.48M	52.55M	384.84K	+35.15%
Mar 31, 2026	SKYOAK WEALTH, LLC	0.03%	6.4K	227.33K	0	0
Mar 31, 2026	INSIGNEO ADVISORY SERVICES, LLC	0.03%	6.46K	229.5K	0	0
Mar 31, 2026	CENTERPOINT ADVISORY GROUP	0.03%	6.57K	233.37K	200	+3.14%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	7.52K	266.93K	-28.5K	-79.13%
Mar 31, 2026	N.E.W. ADVISORY SERVICES LLC	0.03%	7.63K	270.91K	37	+0.49%
Mar 31, 2026	ENCOMPASS MORE ASSET MANAGEMENT	0.03%	8.04K	285.44K	8.04K	+100.00%
Mar 31, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.03%	8.55K	303.71K	48	+0.56%
Mar 31, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.04%	8.92K	316.82K	6	+0.07%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.04%	8.92K	316.83K	8	+0.09%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.05%	12.11K	430.01K	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.05%	13.21K	469.08K	-8.71K	-39.73%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.12%	31.28K	1.11M	31.28K	+100.00%
Mar 31, 2026	STONEBRIDGE FINANCIAL GROUP, LLC / MO	0.39%	100.34K	3.56M	-5.13K	-4.86%
Mar 31, 2026	FOCUSED ALPHA, LLC	0.61%	158.61K	5.63M	0	0
Mar 31, 2026	KPP ADVISORY SERVICES LLC	0.35%	91.08K	3.24M	-8.54K	-8.57%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.87%	226.11K	8.03M	23.12K	+11.39%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	3.61%	936.01K	33.25M	193.69K	+26.09%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	2.05%	530.24K	18.84M	-78.63K	-12.91%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.23%	576.88K	20.49M	-58.2K	-9.16%
Mar 31, 2026	MORGAN STANLEY	5.63%	1.46M	51.82M	140.41K	+10.65%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.06%	13.85K	491.99K	0	0
Mar 31, 2026	ALTERNA WEALTH MANAGEMENT, INC	0.06%	14.15K	502.57K	0	0
Mar 31, 2026	KENNEDY INVESTMENT GROUP	0.06%	15.34K	544.8K	3.15K	+25.80%
Mar 31, 2026	PMG WEALTH MANAGEMENT, INC.	0.06%	15.5K	547.72K	-1.6K	-9.36%
Mar 31, 2026	TME FINANCIAL, INC.	0.09%	22.13K	786.21K	-415	-1.84%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.09%	23.47K	833.55K	23.47K	+100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	23.62K	839K	497	+2.15%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.03%	267.49K	9.47M	-36.72K	-12.07%
Mar 31, 2026	CERITY PARTNERS LLC	1.07%	276.31K	9.81M	276.31K	+100.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.81%	728.88K	25.89M	693.3K	+1,948.45%
Mar 31, 2026	WAGNER WEALTH MANAGEMENT, LLC	4.78%	1.24M	43.98M	111.19K	+9.87%
Mar 31, 2026	LPL FINANCIAL LLC	5.04%	1.31M	46.37M	139.04K	+11.92%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.28%	72.39K	2.57M	-128.03K	-63.88%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.3%	76.66K	2.72M	471	+0.62%
Mar 31, 2026	RMR CAPITAL MANAGEMENT, LLC	0.44%	113.18K	4.02M	-6.89K	-5.73%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.2%	47.37K	1.7M	6.29K	+15.30%
Dec 31, 2025	UBS GROUP AG	8.99%	2.2M	78.92M	32.84K	+1.52%
Dec 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.04%	8.91K	320.25K	951	+11.94%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.04%	8.91K	320.2K	-127	-1.41%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.04%	8.5K	305.49K	46	+0.54%
Dec 31, 2025	N.E.W. ADVISORY SERVICES LLC	0.03%	7.59K	272.71K	7.59K	+100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	3.04%	742.32K	26.67M	41.7K	+5.95%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.15%	36.02K	1.29M	-10.38K	-22.37%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.15%	35.58K	1.28M	35.1K	+7,236.49%
Dec 31, 2025	PANORAMIC INVESTMENT ADVISORS, LLC	0.06%	14.3K	513.94K	14.3K	+100.00%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.06%	13.85K	497.67K	0	0
Dec 31, 2025	KENNEDY INVESTMENT GROUP	0.05%	12.19K	438.06K	12.19K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.31%	76.19K	2.74M	1.95K	+2.62%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.3%	72.21K	2.59M	2.12K	+3.02%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.21%	51.23K	1.84M	-869	-1.67%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	51.18K	1.84M	-23.24K	-31.23%
Dec 31, 2025	SOLANO WEALTH INVESTMENT ADVISORS LLC	1.58%	385.82K	13.86M	7.06K	+1.86%
Dec 31, 2025	JANE STREET GROUP, LLC	0.85%	203.41K	7.31M	203.41K	+100.00%
Dec 31, 2025	NEXT LEVEL PRIVATE LLC	0.19%	46.35K	1.67M	17.6K	+61.22%
Dec 31, 2025	COMERICA BANK	0.19%	45.8K	1.65M	-7.53K	-14.12%
Dec 31, 2025	MAGNOLIA CAPITAL ADVISORS LLC	0.19%	46.02K	1.65M	19.46K	+73.27%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.19%	45.85K	1.65M	934	+2.08%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.15%	35.97K	1.29M	35.97K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.83%	202.99K	7.29M	-1.5K	-0.73%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.82%	200.42K	7.2M	-5.75K	-2.79%
Dec 31, 2025		0.44%	105.47K	3.79M	105.47K	+100.00%
Dec 31, 2025	MGO ONE SEVEN LLC	0.6%	144.54K	5.19M	10.41K	+7.76%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.6%	144.08K	5.18M	8.13K	+5.98%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.5%	121.86K	4.38M	18.73K	+18.17%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.49%	120.94K	4.35M	-1.76K	-1.44%
Dec 31, 2025	RMR CAPITAL MANAGEMENT, LLC	0.49%	120.06K	4.31M	-9.26K	-7.16%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.14%	33.9K	1.22M	12.03K	+55.02%
Dec 31, 2025	ROYAL BANK OF CANADA	5.98%	1.46M	52.51M	410.37K	+39.04%
Dec 31, 2025	MORGAN STANLEY	5.4%	1.32M	47.38M	228K	+20.91%
Dec 31, 2025	LPL FINANCIAL LLC	4.78%	1.17M	41.91M	20.71K	+1.81%
Dec 31, 2025	WAGNER WEALTH MANAGEMENT, LLC	4.7%	1.13M	40.49M	277.54K	+32.67%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.48%	1.09M	39.33M	-563.49K	-33.98%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.6%	635.08K	22.82M	-120.58K	-15.96%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2.49%	608.87K	21.88M	-637	-0.10%
Dec 31, 2025	HUNTLEIGH ADVISORS, INC.	1.48%	354.05K	12.72M	84.13K	+31.17%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.27%	304.2K	10.94M	2.41K	+0.80%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	1.24%	302.05K	10.85M	41.9K	+16.11%
Dec 31, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	1.21%	290.37K	10.43M	-4.89K	-1.66%
Dec 31, 2025	SOL CAPITAL MANAGEMENT CO	1.17%	279.75K	10.05M	-1.36K	-0.48%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.13%	31.19K	1.12M	13.51K	+76.43%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.13%	31.23K	1.12M	31.23K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	23.12K	831K	1.6K	+7.43%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.05%	12.11K	434.97M	-73	-0.60%
Dec 31, 2025	TME FINANCIAL, INC.	0.09%	22.55K	810.2K	-4.25K	-15.85%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.09%	21.91K	787.34K	12.52K	+133.22%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.08%	19.09K	685.88K	7.41K	+63.49%
Dec 31, 2025	QUANTUM PRIVATE WEALTH, LLC	0.08%	18.37K	659.89K	0	0
Dec 31, 2025	CWM, LLC	0.03%	6.72K	241K	-66.45K	-90.82%
Dec 31, 2025	SKYOAK WEALTH, LLC	0.03%	6.4K	229.95K	6.4K	+100.00%
Dec 31, 2025	PMG WEALTH MANAGEMENT, INC.	0.07%	17.1K	614.4K	0	0
Dec 31, 2025	ALTERNA WEALTH MANAGEMENT, INC	0.06%	14.15K	508.37K	-1.06K	-6.96%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	19.01%	4.64M	166.86M	156.36K	+3.48%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.43%	104.3K	3.75M	4.2K	+4.20%
Dec 31, 2025	KPP ADVISORY SERVICES LLC	0.42%	99.61K	3.58M	7.29K	+7.90%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	21.87K	790.05K	21.87K	+100.00%
Sep 30, 2025	MAGNOLIA CAPITAL ADVISORS LLC	0.11%	26.56K	959.52K	19.32K	+267.13%
Sep 30, 2025	TME FINANCIAL, INC.	0.11%	26.8K	968.09K	-7.83K	-22.60%
Sep 30, 2025	NEXT LEVEL PRIVATE LLC	0.12%	28.75K	1.03M	16.37K	+132.14%
Sep 30, 2025	CWM, LLC	0.31%	73.17K	2.64M	68.1K	+1,342.06%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.32%	74.43K	2.69M	-54.74K	-42.38%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.33%	77.78K	2.81M	-108	-0.14%
Sep 30, 2025	CITADEL ADVISORS LLC	0.35%	81.39K	2.94M	55K	+208.40%
Sep 30, 2025	KPP ADVISORY SERVICES LLC	0.39%	92.32K	3.34M	92.32K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.43%	100.1K	3.62M	29.26K	+41.31%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	2.98%	700.62K	25.31M	13.39K	+1.95%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	3.22%	755.67K	27.3M	18.27K	+2.48%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.32%	74.25K	2.68M	64.03K	+626.99%
Sep 30, 2025	GREENWOOD CAPITAL ASSOCIATES LLC	0.04%	8.53K	308.26K	8.53K	+100.00%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.04%	8.46K	305.52K	42	+0.50%
Sep 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.03%	7.96K	287.67K	7.96K	+100.00%
Sep 30, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.03%	6.46K	233.44K	0	0
Sep 30, 2025	CENTERPOINT ADVISORY GROUP	0.02%	5.7K	205.94K	5.7K	+100.00%
Sep 30, 2025	STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.	0.02%	5.55K	200.67K	5.55K	+100.00%
Sep 30, 2025	WPG ADVISERS, LLC	0.02%	5.21K	188.27K	0	0
Sep 30, 2025	PRIVATE TRUST CO NA	0.02%	4.32K	155.9K	-640	-12.92%
Sep 30, 2025	COMERICA BANK	0.23%	53.33K	1.93M	-2.46K	-4.41%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.2%	46.4K	1.68M	1.64K	+3.67%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.22%	52.1K	1.88M	-6.47K	-11.04%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.01%	1.78K	64.34K	0	0
Sep 30, 2025	ACTIVEST WEALTH MANAGEMENT	0.01%	1.57K	56.72K	0	0
Sep 30, 2025	COLONIAL TRUST ADVISORS	0.01%	1.53K	55.1K	0	0
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.05%	12.18K	440.03K	138	+1.15%
Sep 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.01%	1.16K	42.06K	0	0
Sep 30, 2025	PARALLEL ADVISORS, LLC	0%	1.08K	39.12K	16	+1.50%
Sep 30, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	1.26%	295.27K	10.67M	-1.11K	-0.37%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.29%	301.79K	10.84M	-1.11K	-0.37%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	394	14.24K	-153	-27.97%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	393	14.21K	190	+93.60%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.09%	20.91K	755.3K	-8.58K	-29.09%
Sep 30, 2025	SOLANO WEALTH INVESTMENT ADVISORS LLC	1.61%	378.76K	13.68M	8.08K	+2.18%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.6%	609.5K	22.04M	-63.5K	-9.44%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.04%	9.04K	326.6K	9.04K	+100.00%
Sep 30, 2025	MGO ONE SEVEN LLC	0.57%	134.13K	4.85M	15.74K	+13.30%
Sep 30, 2025	KMG FIDUCIARY PARTNERS, LLC	0.15%	35.95K	1.3M	4.2K	+13.21%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.87%	204.49K	7.39M	-99.53K	-32.74%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.88%	206.17K	7.45M	7.23K	+3.64%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	1.11%	260.15K	9.4M	13.55K	+5.50%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.17%	41.08K	1.48M	13.21K	+47.40%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.3%	70.09K	2.53M	-5.67K	-7.49%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.58%	135.95K	4.91M	1.4K	+1.04%
Sep 30, 2025	HUNTLEIGH ADVISORS, INC.	1.15%	269.92K	9.75M	10.53K	+4.06%
Sep 30, 2025	SOL CAPITAL MANAGEMENT CO	1.2%	281.1K	10.16M	-5.56K	-1.94%
Sep 30, 2025	WAGNER WEALTH MANAGEMENT, LLC	3.62%	849.42K	30.69M	377.83K	+80.12%
Sep 30, 2025	ROYAL BANK OF CANADA	4.48%	1.05M	37.98M	44.04K	+4.37%
Sep 30, 2025	MORGAN STANLEY	4.64%	1.09M	39.4M	99.76K	+10.07%
Sep 30, 2025	LPL FINANCIAL LLC	4.88%	1.15M	41.39M	383.27K	+50.27%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	7.06%	1.66M	59.91M	121.18K	+7.88%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	19.11%	4.49M	162.14M	-56.27K	-1.24%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.44%	103.12K	3.73M	-5.49K	-5.06%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.19%	44.92K	1.62M	8.73K	+24.13%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.05%	11.68K	421.86K	-7.8K	-40.06%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.04%	9.46K	341.84K	71	+0.76%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.06%	13.85K	500.44K	0	0
Sep 30, 2025	ALTERNA WEALTH MANAGEMENT, INC	0.06%	15.21K	549.47K	-15.04K	-49.73%
Sep 30, 2025	PMG WEALTH MANAGEMENT, INC.	0.07%	17.1K	615.23K	17.1K	+100.00%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.08%	17.68K	638.78K	17.68K	+100.00%
Sep 30, 2025	UBS GROUP AG	9.21%	2.16M	78.17M	71.28K	+3.41%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.04%	9.4K	339.48K	7.66K	+441.87%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.52%	122.7K	4.44M	-3.21K	-2.55%
Sep 30, 2025	RMR CAPITAL MANAGEMENT, LLC	0.55%	129.32K	4.67M	26.99K	+26.38%
Sep 30, 2025	QUANTUM PRIVATE WEALTH, LLC	0.08%	18.37K	663.56K	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	21.52K	778K	15.33K	+247.62%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.6%	134.56K	4.84M	-18.82K	-12.27%
Jun 30, 2025	UBS GROUP AG	9.36%	2.09M	75.23M	-195.09K	-8.53%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0%	0	-	-6.23K	-100.00%
Jun 30, 2025	FMR LLC	0%	14	508K	0	0
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	42	1.51K	-533	-92.70%
Jun 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0%	60	2.16K	0	0
Jun 30, 2025	HAZLETT, BURT & WATSON, INC.	0%	122	4K	0	0
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	203	7.29M	203	+100.00%
Jun 30, 2025	ASSETMARK, INC	0%	210	7.55K	210	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	547	19.67K	81	+17.38%
Jun 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.01%	1.16K	41.85K	0	0
Jun 30, 2025	COLONIAL TRUST ADVISORS	0.01%	1.53K	54.83K	1.53K	+100.00%
Jun 30, 2025	ACTIVEST WEALTH MANAGEMENT	0.01%	1.57K	56.45K	0	0
Jun 30, 2025	STIFEL FINANCIAL CORP	0.32%	70.83K	2.55M	6.42K	+9.97%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.49%	108.62K	3.91M	-15.06K	-12.17%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	7.38K	265.23K	-14.16K	-65.74%
Jun 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.04%	8.41K	302.51K	47	+0.56%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.05%	10.21K	367.19K	-8	-0.08%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.05%	12.04K	432.91K	-430	-3.45%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.09%	19.48K	700K	1.48K	+8.24%
Jun 30, 2025	CITADEL ADVISORS LLC	0.12%	26.39K	948.87K	-2.19K	-7.67%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.12%	27.87K	1M	27.87K	+100.00%
Jun 30, 2025	ALTERNA WEALTH MANAGEMENT, INC	0.14%	30.25K	1.09M	0	0
Jun 30, 2025	KMG FIDUCIARY PARTNERS, LLC	0.14%	31.76K	1.14M	3.19K	+11.17%
Jun 30, 2025	COMERICA BANK	0.25%	55.79K	2.01M	-42.51K	-43.25%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.26%	58.57K	2.11M	-11.15K	-15.99%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.01%	1.78K	64.03K	-1	-0.06%
Jun 30, 2025	PRIVATE TRUST CO NA	0.02%	4.96K	178.15K	1.45K	+41.29%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.03%	6.11K	219.67K	6.11K	+100.00%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	20.33%	4.54M	163.37M	-371.89K	-7.56%
Jun 30, 2025	MAGNOLIA CAPITAL ADVISORS LLC	0.03%	7.23K	260.1K	7.23K	+100.00%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.04%	9.39K	337.62K	1.07K	+12.90%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.06%	13.85K	497.99K	-46.86K	-77.19%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.16%	36.19K	1.3M	-8.87K	-19.69%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.2%	44.75K	1.61M	-15.41K	-25.61%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.35%	77.89K	2.8M	-933	-1.18%
Jun 30, 2025	RMR CAPITAL MANAGEMENT, LLC	0.46%	102.33K	3.68M	-17.89K	-14.88%
Jun 30, 2025		0.15%	34.62K	1.24M	34.62K	+100.00%
Jun 30, 2025	N.E.W. ADVISORY SERVICES LLC	0%	0	-	-14K	-100.00%
Jun 30, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.03%	6.46K	232.29K	0	0
Jun 30, 2025	NEXT LEVEL PRIVATE LLC	0.06%	12.39K	445.29K	12.39K	+100.00%
Jun 30, 2025	QUANTUM PRIVATE WEALTH, LLC	0.08%	18.37K	660.31K	0	0
Jun 30, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	1.33%	296.37K	10.66M	296.37K	+100.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.36%	302.91K	10.86M	218.6K	+259.27%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.36%	304.02K	10.93M	-173.57K	-36.34%
Jun 30, 2025	WAGNER WEALTH MANAGEMENT, LLC	2.11%	471.59K	16.95M	-16.9K	-3.46%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.34%	75.76K	2.72M	-17.61K	-18.86%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.36%	80.12K	2.88M	-12.39K	-13.40%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.58%	129.17K	4.64M	-32.87K	-20.28%
Jun 30, 2025	SOL CAPITAL MANAGEMENT CO	1.28%	286.66K	10.31M	-2.29K	-0.79%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	3.08%	687.24K	24.71M	-47.01K	-6.40%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.3%	737.39K	26.51M	-200.86K	-21.41%
Jun 30, 2025	MORGAN STANLEY	4.43%	990.84K	35.62M	-355.37K	-26.40%
Jun 30, 2025	ROYAL BANK OF CANADA	4.51%	1.01M	36.21M	-500.8K	-33.21%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	1.1%	246.6K	8.87M	6.82K	+2.85%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	3.01%	673K	24.21M	-169.81K	-20.15%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.1%	21.5K	772.95K	-153.49K	-87.71%
Jun 30, 2025	LPL FINANCIAL LLC	3.41%	762.35K	27.41M	108.35K	+16.57%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	6.88%	1.54M	55.26M	747.82K	+94.75%
Jun 30, 2025	SOLANO WEALTH INVESTMENT ADVISORS LLC	1.66%	370.68K	13.33M	370.68K	+100.00%
Jun 30, 2025	HUNTLEIGH ADVISORS, INC.	1.16%	259.39K	9.33M	5.76K	+2.27%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.89%	198.94K	7.15M	12.76K	+6.85%
Jun 30, 2025	JANE STREET GROUP, LLC	0.58%	130.68K	4.7M	43.72K	+50.27%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.56%	125.92K	4.53M	-4.73K	-3.62%
Jun 30, 2025	MGO ONE SEVEN LLC	0.53%	118.39K	4.26M	118.39K	+100.00%
Jun 30, 2025	TME FINANCIAL, INC.	0.15%	34.62K	1.24M	34.62K	+100.00%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	23.95%	4.92M	174.71M	379.23K	+8.36%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	1.17%	239.77K	8.52M	19.62K	+8.91%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.79%	162.04K	5.76M	65.7K	+68.19%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.75%	153.38K	5.45M	-8.88K	-5.48%
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.46%	93.37K	3.32M	93.37K	+100.00%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.64%	130.64K	4.64M	-4.8K	-3.54%
Mar 31, 2025	COMERICA BANK	0.48%	98.3K	3.49M	-10.32K	-9.50%
Mar 31, 2025	JANE STREET GROUP, LLC	0.42%	86.96K	3.09M	69.02K	+384.75%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.45%	92.52K	3.29M	-2.1K	-2.22%
Mar 31, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.03%	6.46K	229.62K	0	0
Mar 31, 2025	UBS GROUP AG	11.15%	2.29M	81.3M	514.63K	+29.03%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.3%	60.71K	2.16M	16.04K	+35.89%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.29%	60.16K	2.14M	-223	-0.37%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.91%	186.18K	6.62M	124.06K	+199.70%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.85%	174.99K	6.22M	3.81K	+2.23%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.34%	69.71K	2.48M	5.14K	+7.97%
Mar 31, 2025		0.03%	5.21K	185.2K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	4.11%	842.81K	29.96M	40.57K	+5.06%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.33%	477.59K	16.97M	77.97K	+19.51%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.03%	6.23K	221.46K	-2.59K	-29.36%
Mar 31, 2025	QUANTUM PRIVATE WEALTH, LLC	0.09%	18.37K	652.73K	0	0
Mar 31, 2025	WAGNER WEALTH MANAGEMENT, LLC	2.38%	488.48K	17.36M	488.48K	+100.00%
Mar 31, 2025	SOL CAPITAL MANAGEMENT CO	1.41%	288.95K	10.27M	21.76K	+8.14%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.6%	123.67K	4.4M	-1.35K	-1.08%
Mar 31, 2025	ROYAL BANK OF CANADA	7.35%	1.51M	53.59M	-27.47K	-1.79%
Mar 31, 2025	MORGAN STANLEY	6.56%	1.35M	47.84M	213.31K	+18.83%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	4.94%	1.01M	36M	955.29K	+1,654.84%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	4.57%	938.26K	33.35M	10.42K	+1.12%
Mar 31, 2025	ALTERNA WEALTH MANAGEMENT, INC	0.15%	30.25K	1.08M	0	0
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.09%	18K	640K	7.49K	+71.30%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.03%	6.39K	227K	-119	-1.83%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.85%	789.22K	28.05M	-1.11M	-58.36%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	3.58%	734.25K	26.1M	57.78K	+8.54%
Mar 31, 2025	RMR CAPITAL MANAGEMENT, LLC	0.59%	120.22K	4.27M	1.91K	+1.61%
Mar 31, 2025	KMG FIDUCIARY PARTNERS, LLC	0.14%	28.57K	1.02M	4.59K	+19.16%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	21.54K	765.35K	21.54K	+100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	5.71K	203K	-51.07K	-89.95%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.04%	8.32K	295.63K	8.32K	+100.00%
Mar 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.04%	8.37K	297.38K	33	+0.40%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.05%	10.22K	363.25K	-24.26K	-70.36%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.06%	12.47K	443.22K	1.32K	+11.81%
Mar 31, 2025	N.E.W. ADVISORY SERVICES LLC	0.07%	14K	497.56K	6.85K	+95.80%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.31%	64.41K	2.29M	21.01K	+48.40%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.38%	78.82K	2.8M	77.37K	+5,328.44%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.41%	84.31K	3M	8.16K	+10.71%
Mar 31, 2025	PRIVATE TRUST CO NA	0.02%	3.51K	124.64K	-6.17K	-63.76%
Mar 31, 2025	LPL FINANCIAL LLC	3.19%	654K	23.24M	-1.31M	-66.65%
Mar 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.22%	45.06K	1.6M	20.33K	+82.18%
Mar 31, 2025	CITADEL ADVISORS LLC	0.14%	28.58K	1.02M	28.58K	+100.00%

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