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

Who are the major shareholders selling T. Rowe Price Dividend Growth ETF stock?

CONTINUUM ADVISORY, LLC, in the last quarter, reduced its stake in TDVG by -33.7% restricting it's holding to 34.5 thousand shares of worth nearly $1.69M. APELLA CAPITAL, LLC also lessened -2.38% of the TDVG shares from its portfolio, reducing its holding to 39.17 thousand shares of worth $1.94M. COLONY GROUP, LLC also shunned TDVG shares holding by -1.01% last quarter which brought its holding to 236.35 thousand shares worth $11.59M.

Investors who are buying TDVG stock?

As per its latest 13F filing, PERIGON WEALTH MANAGEMENT, LLC increased its stake in TDVG by 0.1% in the last quarter. The institutional holder raised its holding to 19.16 thousand shares having worth more than $939.29K. STIFEL FINANCIAL CORP also added 12% more shares of TDVG to its portfolio, raising its holding to 35.28 thousand shares of worth $1.73M. CAPITAL INVESTMENT ADVISORY SERVICES, LLC also increased its TDVG shares holding by 6.84% which brought its holding to 52.05 thousand shares worth $2.55M.

TDVG's major insiders: who are they?

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

Did an insider recently sell TDVG stock?

Company executives, directors, and other insiders own N/A percent of T. Rowe Price Dividend Growth ETF's stock. Within the last six months, there have been 0 transaction(s) in which TDVG insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased TDVG stock?

There have been 0 transaction(s) during the past 6-months in which T. Rowe Price Dividend Growth ETF insiders have bought stock, totalling 0 shares

How much of TDVG does insiders own?

Around 0 T. Rowe Price Dividend Growth ETF shares are held by insiders, which represents about N/A of TDVG stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in TDVG?

PERIGON WEALTH MANAGEMENT, LLC is the largest institutional owner in TDVG which holds 19.16 thousand shares worth $939.29K or 0.09% of the total TDVG shares outstanding followed by CONTINUUM ADVISORY, LLC with ownership of 34.5 thousand shares representing 0.12% of the TDVG ownership. STIFEL FINANCIAL CORP is the third largest stakeholder with 35.28 thousand shares or 0.12% of the ownership worth more than $1.73M.

Is T. Rowe Price Dividend Growth 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 TDVG is concerned, it is a stock which is not optionable.

Is there a short position on TDVG's shares?

Number of TDVG 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 TDVG shares are there?

As of today, null shares of TDVG are outstanding.

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

TDVG 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 TDVG is null.

T Rowe Price Dividend Growth ETF (TDVG) 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. PERIGON WEALTH MANAGEMENT, LLC is the top corporate investor, holding 19.16K shares valued at $939.29K. A 0.09% stake in T. Rowe Price Dividend Growth ETF is owned by the company. CONTINUUM ADVISORY, LLC owns 34.5K shares valued at $1.69M, which translates its holding of 0.12% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.09%	19.16K	939.29K	19	+0.10%
Jun 30, 2026	CONTINUUM ADVISORY, LLC	0.12%	34.5K	1.69M	-17.54K	-33.70%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.12%	35.28K	1.73M	3.78K	+12.00%
Jun 30, 2026	APELLA CAPITAL, LLC	0.14%	39.17K	1.94M	-956	-2.38%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.18%	52.05K	2.55M	3.33K	+6.84%
Jun 30, 2026	NAUTILUS ADVISORS LLC	0.2%	58.2K	2.88M	723	+1.26%
Jun 30, 2026	MB, LEVIS & ASSOCIATES, LLC	0.21%	59.47K	2.92M	8.5K	+16.68%
Jun 30, 2026	SANDY COVE ADVISORS, LLC	0.3%	87.2K	4.28M	67.79K	+349.16%
Jun 30, 2026	TPG ADVISORS LLC	0.31%	89.79K	4.4M	1.29K	+1.46%
Jun 30, 2026	CENTAURUS FINANCIAL, INC.	0.41%	116.66K	5.72M	7.22K	+6.59%
Jun 30, 2026	COLONY GROUP, LLC	0.82%	236.35K	11.59M	-2.41K	-1.01%
Jun 30, 2026	MBL WEALTH, LLC	0.39%	112.03K	5.49M	-28.24K	-20.13%
Jun 30, 2026	YARGER WEALTH STRATEGIES, LLC	1.38%	395.6K	19.59M	4.38K	+1.12%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.41%	405.01K	19.86M	-5.46K	-1.33%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.58%	452.96K	22.21M	-8.33K	-1.81%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.54%	1.59M	77.91M	-66.25K	-4.00%
Jun 30, 2026	GRANT STREET ASSET MANAGEMENT, INC.	0.43%	122.74K	6.02M	9.82K	+8.70%
Jun 30, 2026	FRONTIER ASSET MANAGEMENT, LLC	0.69%	198.05K	9.71M	-973	-0.49%
Jun 30, 2026	UNITED ADVISOR GROUP, LLC	0.7%	200.7K	9.84M	1.14K	+0.57%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.92%	263.94K	12.94M	-6.02K	-2.23%
Jun 30, 2026	FMR LLC	1.08%	309.7K	15.18M	-14.49K	-4.47%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.26%	362.7K	17.78M	53.85K	+17.43%
Jun 30, 2026	BLAIR WILLIAM & CO/IL	0.08%	16.29K	798.82K	7.72K	+90.06%
Jun 30, 2026	SIGMA PLANNING CORP	0.08%	16.53K	810.54K	144	+0.88%
Jun 30, 2026	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	0.08%	16.79K	823.41K	721	+4.49%
Jun 30, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.09%	17.86K	875.76K	3.12K	+21.13%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.09%	18.17K	890.88K	-975	-5.09%
Jun 30, 2026	WINTHROP ADVISORY GROUP LLC	0.09%	19.07K	934.95K	2.9K	+17.94%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.12%	33.67K	1.65M	1.28K	+3.97%
Jun 30, 2026	NATIONAL PENSION SERVICE	9.63%	2.76M	135.45M	0	0
Jun 30, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	15.32%	4.4M	215.54M	161.29K	+3.81%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	21.11K	1.05M	-40.56K	-65.77%
Jun 30, 2026	MARINER, LLC	0.08%	21.93K	1.08M	-107.84K	-83.10%
Jun 30, 2026	NVEST WEALTH STRATEGIES, INC.	0.08%	22.59K	1.11M	10.79K	+91.42%
Jun 30, 2026	THOROUGHBRED FINANCIAL SERVICES, LLC	0.09%	25.48K	1.25M	-2.51K	-8.98%
Jun 30, 2026	BILL FEW ASSOCIATES, INC.	0.1%	28.49K	1.4M	380	+1.35%
Jun 30, 2026	STUDIO INVESTMENT MANAGEMENT LLC	0.08%	23.21K	1.14M	-670	-2.81%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.08%	23.49K	1.15M	-31.44K	-57.24%
Jun 30, 2026	NAVPOINT FINANCIAL, INC.	0.09%	25.72K	1.26M	380	+1.50%
Jun 30, 2026	SELBY WEALTH MANAGEMENT, LLC	0.1%	27.92K	1.37M	2.08K	+8.03%
Jun 30, 2026	CAPITAL ADVISORS, LTD. LLC	0.1%	28.04K	1.38M	0	0
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.11%	31.17K	1.53M	3.33K	+11.98%
Jun 30, 2026	FORMIDABLE ASSET MANAGEMENT, LLC	0.11%	32.31K	1.44M	-1.21K	-3.62%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.15%	44.17K	2.17M	5.71K	+14.86%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.16%	45.31K	2.22M	14.9K	+48.98%
Jun 30, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0.2%	56.08K	2.75M	-3.04K	-5.14%
Jun 30, 2026	ASSET ONE WEALTH MANAGEMENT LLC	0.37%	105.78K	5.22M	-589	-0.55%
Jun 30, 2026	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.08%	16.28K	798.15K	-976	-5.66%
Jun 30, 2026	FORTIS GROUP ADVISORS, LLC	0.1%	20.82K	1.02M	509	+2.51%
Jun 30, 2026	ALLWORTH FINANCIAL LP	1.03%	294.42K	14.44M	-1.36K	-0.46%
Jun 30, 2026	LPL FINANCIAL LLC	1.05%	301.68K	14.79M	130.71K	+76.46%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.99%	570.41K	27.64M	88.99K	+18.49%
Jun 30, 2026	PRICE T ROWE ASSOCIATES INC /MD/	5.32%	1.53M	74.89M	2.4K	+0.16%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	8.86%	2.54M	124.63M	16.2K	+0.64%
Jun 30, 2026	PINNACLE FINANCIAL PARTNERS, INC.	0.13%	37.33K	1.83M	90	+0.24%
Jun 30, 2026	LIGHTHOUSE WEALTH MANAGEMENT INC.	0.15%	43.04K	2.11M	5.28K	+13.99%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.15%	43.62K	2.14M	-10	-0.02%
Jun 30, 2026		0.11%	22.59K	1.11M	10.79K	+91.42%
Jun 30, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	0.15%	41.79K	2.05M	-2.36K	-5.35%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	82.04K	4.02M	5.56K	+7.27%
Mar 31, 2026	EQUITA FINANCIAL NETWORK, INC.	0.09%	17.57K	784.25K	1.42K	+8.76%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.09%	18.4K	820.99K	18.15K	+7,347.37%
Mar 31, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.09%	19.14K	854.13K	26	+0.14%
Mar 31, 2026	SANDY COVE ADVISORS, LLC	0.09%	19.41K	866.43K	5.2K	+36.59%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	20.68%	4.23M	189M	93.08K	+2.25%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	12.33%	2.53M	112.72M	187.25K	+8.01%
Mar 31, 2026	UNITED ADVISOR GROUP, LLC	0.97%	199.57K	8.91M	567	+0.28%
Mar 31, 2026	COLONY GROUP, LLC	1.17%	238.76K	10.66M	3.19K	+1.35%
Mar 31, 2026	FINANCIAL CONNECTIONS GROUP, INC.	0.2%	41.16K	1.84M	-1.25K	-2.95%
Mar 31, 2026	NEWMAN DIGNAN & SHEERAR, INC.	0.14%	28.19K	1.26M	15.92K	+129.84%
Mar 31, 2026	FMR LLC	1.58%	324.19K	14.47M	-7.03K	-2.12%
Mar 31, 2026	FORTIS GROUP ADVISORS, LLC	0.1%	20.31K	959.8K	-421	-2.03%
Mar 31, 2026	STUDIO INVESTMENT MANAGEMENT LLC	0.12%	23.88K	1.07M	-993	-3.99%
Mar 31, 2026	PRICE T ROWE ASSOCIATES INC /MD/	7.45%	1.53M	68.06M	0	0
Mar 31, 2026	THOROUGHBRED FINANCIAL SERVICES, LLC	0.14%	27.99K	1.25M	-2.35K	-7.74%
Mar 31, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	0.22%	44.15K	1.97M	-135	-0.30%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	2.35%	481.42K	21.05M	87.44K	+22.19%
Mar 31, 2026	NAVPOINT FINANCIAL, INC.	0.12%	25.34K	1.13M	633	+2.56%
Mar 31, 2026		0.13%	25.85K	1.15M	336	+1.32%
Mar 31, 2026	LIGHTHOUSE WEALTH MANAGEMENT INC.	0.18%	37.76K	1.69M	2.23K	+6.27%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.19%	38.46K	1.72M	11.59K	+43.11%
Mar 31, 2026	APELLA CAPITAL, LLC	0.2%	40.13K	1.89M	40.13K	+100.00%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.24%	48.72K	2.17M	6.82K	+16.27%
Mar 31, 2026	MB, LEVIS & ASSOCIATES, LLC	0.25%	50.97K	2.27M	33.08K	+184.93%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.3%	61.67K	2.76M	-41K	-39.93%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.37%	76.48K	3.41M	6.51K	+9.31%
Mar 31, 2026	TPG ADVISORS LLC	0.43%	88.5K	3.95M	-7.95K	-8.24%
Mar 31, 2026	CENTAURUS FINANCIAL, INC.	0.53%	109.45K	4.89M	109.45K	+100.00%
Mar 31, 2026	GRANT STREET ASSET MANAGEMENT, INC.	0.55%	112.91K	5.04M	4.99K	+4.63%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.21%	43.63K	1.95M	552	+1.28%
Mar 31, 2026	MARINER, LLC	0.63%	129.77K	5.79M	41.81K	+47.54%
Mar 31, 2026	MBL WEALTH, LLC	0.69%	140.28K	6.26M	-7.51K	-5.08%
Mar 31, 2026	LPL FINANCIAL LLC	0.83%	170.96K	7.63M	-9.29K	-5.15%
Mar 31, 2026	FRONTIER ASSET MANAGEMENT, LLC	0.97%	199.02K	8.88M	-1.69K	-0.84%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.32%	269.96K	12.05M	3.93K	+1.48%
Mar 31, 2026	FORMIDABLE ASSET MANAGEMENT, LLC	0.16%	33.53K	1.51M	-18.8K	-35.93%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.14%	27.83K	1.24M	928	+3.45%
Mar 31, 2026	CAPITAL ADVISORS, LTD. LLC	0.14%	28.04K	1.25M	217	+0.78%
Mar 31, 2026	BILL FEW ASSOCIATES, INC.	0.14%	28.11K	1.25M	2.46K	+9.60%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.15%	30.42K	1.36M	-2.51K	-7.63%
Mar 31, 2026	SAXONY CAPITAL MANAGEMENT, LLC	0.15%	31.47K	1.4M	1.59K	+5.31%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.16%	32.38K	1.45M	16.88K	+108.91%
Mar 31, 2026	CONTINUUM ADVISORY, LLC	0.25%	52.04K	2.32M	-1.76K	-3.27%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.27%	54.92K	2.45M	42.68K	+348.47%
Mar 31, 2026	NAUTILUS ADVISORS LLC	0.28%	57.48K	2.57M	-3.89K	-6.34%
Mar 31, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0.29%	59.12K	2.64M	-440	-0.74%
Mar 31, 2026	ALLWORTH FINANCIAL LP	1.44%	295.78K	13.2M	12.42K	+4.38%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.51%	308.85K	13.78M	34.01K	+12.38%
Mar 31, 2026	YARGER WEALTH STRATEGIES, LLC	1.91%	391.22K	17.46M	-8.75K	-2.19%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	2%	410.46K	18.32M	11.15K	+2.79%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.25%	461.29K	20.59M	-7.67K	-1.64%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8.08%	1.66M	73.87M	140.62K	+9.28%
Mar 31, 2026	NATIONAL PENSION SERVICE	13.49%	2.76M	123.3M	0	0
Mar 31, 2026	STIFEL FINANCIAL CORP	0.15%	31.5K	1.41M	-1.24K	-3.78%
Mar 31, 2026	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	0.08%	16.07K	717.34K	-1.04K	-6.06%
Mar 31, 2026	WINTHROP ADVISORY GROUP LLC	0.08%	16.17K	721.61K	1.45K	+9.82%
Mar 31, 2026	SIGMA PLANNING CORP	0.08%	16.39K	731.41K	619	+3.93%
Mar 31, 2026	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.08%	17.26K	771.03K	-463	-2.61%
Dec 31, 2025	LIGHTHOUSE WEALTH MANAGEMENT INC.	0.17%	35.53K	1.6M	13.2K	+59.07%
Dec 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.15%	30.34K	1.36M	-779	-2.50%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.13%	26.87K	1.21M	1.6K	+6.32%
Dec 31, 2025		0.12%	25.51K	1.15M	25.51K	+100.00%
Dec 31, 2025	FORTIS GROUP ADVISORS, LLC	0.1%	20.73K	947.98K	20.73K	+100.00%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.09%	18.07K	812.74K	6.94K	+62.31%
Dec 31, 2025	CWM, LLC	0.08%	15.93K	716K	2.35K	+17.33%
Dec 31, 2025	SIGMA PLANNING CORP	0.08%	15.77K	709.11K	537	+3.53%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.08%	15.71K	706.43K	276	+1.79%
Dec 31, 2025	NATIXIS ADVISORS, L.P.	0.08%	15.59K	701K	15.59K	+100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.08%	15.5K	697.08K	667	+4.50%
Dec 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	7.45%	1.53M	68.58M	0	0
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.95%	399.31K	17.96M	46.44K	+13.16%
Dec 31, 2025	FMR LLC	1.62%	331.22K	14.89M	6.3K	+1.94%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	20.22%	4.14M	186.25M	379.38K	+10.08%
Dec 31, 2025	UNITED ADVISOR GROUP, LLC	0.97%	199K	8.95M	6.14K	+3.19%
Dec 31, 2025	LPL FINANCIAL LLC	0.88%	180.25K	8.11M	-649	-0.36%
Dec 31, 2025	MBL WEALTH, LLC	0.72%	147.78K	6.65M	1.96K	+1.34%
Dec 31, 2025	GRANT STREET ASSET MANAGEMENT, INC.	0.53%	107.92K	4.85M	2.89K	+2.75%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.2%	41.9K	1.88M	6.35K	+17.87%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.16%	32.93K	1.48M	977	+3.06%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.16%	32.74K	1.47M	2.55K	+8.43%
Dec 31, 2025	SAXONY CAPITAL MANAGEMENT, LLC	0.15%	29.88K	1.34M	22.41K	+299.69%
Dec 31, 2025	CAPITAL ADVISORS, LTD. LLC	0.14%	27.82K	1.25M	0	0
Dec 31, 2025	BILL FEW ASSOCIATES, INC.	0.13%	25.65K	1.15M	144	+0.56%
Dec 31, 2025	STUDIO INVESTMENT MANAGEMENT LLC	0.12%	24.87K	1.12M	-93	-0.37%
Dec 31, 2025	NAVPOINT FINANCIAL, INC.	0.12%	24.71K	1.11M	3.08K	+14.26%
Dec 31, 2025	COZAD ASSET MANAGEMENT INC	0.1%	19.68K	885.13K	0	0
Dec 31, 2025	MB, LEVIS & ASSOCIATES, LLC	0.09%	17.89K	804.44K	3.47K	+24.07%
Dec 31, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.09%	17.72K	797.66K	834	+4.94%
Dec 31, 2025	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	0.08%	17.11K	769.39K	774	+4.74%
Dec 31, 2025	EQUITA FINANCIAL NETWORK, INC.	0.08%	16.16K	726.53K	38	+0.24%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.08%	16.08K	722.97K	-62.08K	-79.43%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.5%	102.67K	4.71M	13.11K	+14.64%
Dec 31, 2025	TPG ADVISORS LLC	0.47%	96.45K	4.34M	936	+0.98%
Dec 31, 2025	MARINER, LLC	0.43%	87.95K	3.96M	-33.69K	-27.70%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	69.97K	3.15M	10.96K	+18.58%
Dec 31, 2025	NAUTILUS ADVISORS LLC	0.3%	61.37K	2.76M	729	+1.20%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.29%	59.56K	2.68M	-11.83K	-16.58%
Dec 31, 2025	CONTINUUM ADVISORY, LLC	0.26%	53.79K	2.42M	980	+1.86%
Dec 31, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.26%	52.33K	2.3M	-6.27K	-10.70%
Dec 31, 2025	ADVISER INVESTMENTS LLC	0.23%	46.53K	2.09M	-1.79K	-3.70%
Dec 31, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.22%	44.29K	1.99M	351	+0.80%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.21%	43.08K	1.94M	3.19K	+7.99%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.09%	19.11K	859.46K	22	+0.12%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	7.4%	1.51M	68.11M	87.49K	+6.13%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.29%	468.96K	21.09M	-4.44K	-0.94%
Dec 31, 2025	YARGER WEALTH STRATEGIES, LLC	1.95%	399.97K	17.99M	10.03K	+2.57%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.92%	393.98K	17.72M	59.39K	+17.75%
Dec 31, 2025	ALLWORTH FINANCIAL LP	1.38%	283.36K	12.74M	11.93K	+4.40%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.34%	274.84K	12.36M	30.65K	+12.55%
Dec 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.07%	15.03K	675.89K	-4.69K	-23.77%
Dec 31, 2025	NATIONAL PENSION SERVICE	13.49%	2.76M	124.23M	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	11.42%	2.34M	105.16M	-51.36K	-2.15%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.3%	266.03K	11.96M	-813	-0.30%
Dec 31, 2025	COLONY GROUP, LLC	1.15%	235.57K	10.59M	20.57K	+9.57%
Dec 31, 2025	FRONTIER ASSET MANAGEMENT, LLC	0.98%	200.71K	9.03M	-2.5K	-1.23%
Dec 31, 2025	FINANCIAL CONNECTIONS GROUP, INC.	0.21%	42.41K	1.91M	-206	-0.48%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.13%	26.9K	1.21M	1.29K	+5.05%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.09%	19.26K	865.9K	-228	-1.17%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	18.37%	3.76M	165.39M	3.43M	+1,032.82%
Sep 30, 2025	NATIONAL PENSION SERVICE	13.49%	2.76M	121.44M	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	11.67%	2.39M	105.06M	777.58K	+48.23%
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.18%	37.7K	1.66M	1.16K	+3.17%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	7.45%	1.53M	67.04M	0	0
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.97%	1.43M	62.74M	63.2K	+4.63%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.31%	473.4K	20.81M	-30.55K	-6.06%
Sep 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.21%	43.94K	1.93M	3	+0.01%
Sep 30, 2025	ADVISER INVESTMENTS LLC	0.24%	48.32K	2.12M	-981	-1.99%
Sep 30, 2025	CONTINUUM ADVISORY, LLC	0.26%	52.81K	2.32M	1.14K	+2.21%
Sep 30, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.29%	58.6K	2.48M	-16.65K	-22.13%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.48%	98.3K	4.32M	58.9K	+149.49%
Sep 30, 2025	GRANT STREET ASSET MANAGEMENT, INC.	0.51%	105.03K	4.62M	5.06K	+5.06%
Sep 30, 2025	MARINER, LLC	0.59%	121.65K	5.35M	14.06K	+13.07%
Sep 30, 2025	YARGER WEALTH STRATEGIES, LLC	1.9%	389.94K	17.14M	71.61K	+22.50%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.72%	352.87K	15.51M	-1.85K	-0.52%
Sep 30, 2025	MBL WEALTH, LLC	0.71%	145.82K	6.41M	1.04K	+0.71%
Sep 30, 2025	WINTHROP ADVISORY GROUP LLC	0.09%	18.24K	801.63K	18.24K	+100.00%
Sep 30, 2025	COLONY GROUP, LLC	1.05%	215K	9.45M	9.42K	+4.58%
Sep 30, 2025	FRONTIER ASSET MANAGEMENT, LLC	0.99%	203.21K	8.93M	-5.94K	-2.84%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.19%	39.89K	1.75M	34.82K	+685.74%
Sep 30, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.08%	16.88K	742.12K	128	+0.76%
Sep 30, 2025	UNITED ADVISOR GROUP, LLC	0.94%	192.86K	8.48M	7.74K	+4.18%
Sep 30, 2025	CORNERSTONE ADVISORY, LLC	0.05%	10.42K	457.93K	-27	-0.26%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.05%	10.69K	470.07K	1.8K	+20.28%
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	0.06%	11.34K	498K	1.06K	+10.35%
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.06%	11.4K	501.02K	-493	-4.15%
Sep 30, 2025	JPMORGAN CHASE & CO	0.06%	11.73K	515.61K	-281	-2.34%
Sep 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.06%	11.74K	516.15K	293	+2.56%
Sep 30, 2025	STRATEGIC BLUEPRINT, LLC	0.07%	13.55K	595.71K	-980	-6.74%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.09%	19.09K	839.21K	26	+0.14%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.1%	19.48K	856.47K	0	0
Sep 30, 2025	COZAD ASSET MANAGEMENT INC	0.1%	19.68K	865.25K	-4.16K	-17.46%
Sep 30, 2025	STUDIO INVESTMENT MANAGEMENT LLC	0.12%	24.97K	1.1M	-885	-3.42%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	25.28K	1.11M	5.22K	+26.01%
Sep 30, 2025	BILL FEW ASSOCIATES, INC.	0.12%	25.51K	1.12M	960	+3.91%
Sep 30, 2025	CWM, LLC	0.07%	13.57K	597K	4.19K	+44.62%
Sep 30, 2025	MB, LEVIS & ASSOCIATES, LLC	0.07%	14.42K	633.82K	3.49K	+31.97%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.07%	14.83K	652.1K	896	+6.43%
Sep 30, 2025	SIGMA PLANNING CORP	0.07%	15.23K	669.62K	1.66K	+12.20%
Sep 30, 2025	LIGHTHOUSE WEALTH MANAGEMENT INC.	0.11%	22.34K	981.96K	1.36K	+6.50%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	59K	2.59M	1.78K	+3.11%
Sep 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.14%	27.82K	1.22M	1.18K	+4.42%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.15%	30.19K	1.33M	-760	-2.46%
Sep 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.15%	31.11K	1.37M	11	+0.04%
Sep 30, 2025	FINANCIAL CONNECTIONS GROUP, INC.	0.21%	42.62K	1.87M	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.16%	31.95K	1.4M	27.28K	+584.20%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.13%	25.61K	1.13M	2.18K	+9.29%
Sep 30, 2025	NAUTILUS ADVISORS LLC	0.3%	60.65K	2.67M	-839	-1.36%
Sep 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.35%	71.39K	3.14M	-8.29K	-10.40%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.38%	78.15K	3.44M	-15.66K	-16.69%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.17%	35.55K	1.56M	14.55K	+69.26%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.63%	334.59K	14.62M	60.08K	+21.89%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.44%	89.56K	3.95M	17.28K	+23.91%
Sep 30, 2025	TPG ADVISORS LLC	0.47%	95.51K	4.2M	2.9K	+3.13%
Sep 30, 2025	LPL FINANCIAL LLC	0.88%	180.9K	7.95M	-1.44K	-0.79%
Sep 30, 2025	FMR LLC	1.59%	324.92K	14.28M	5.29K	+1.65%
Sep 30, 2025	ALLWORTH FINANCIAL LP	1.33%	271.43K	11.93M	5.79K	+2.18%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.3%	266.84K	11.73M	2.72K	+1.03%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.19%	244.19K	10.73M	89.86K	+58.22%
Sep 30, 2025	NAVPOINT FINANCIAL, INC.	0.11%	21.63K	950.64K	60	+0.28%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.08%	15.43K	678.44K	-678	-4.21%
Sep 30, 2025	EQUITA FINANCIAL NETWORK, INC.	0.08%	16.12K	708.53K	475	+3.04%
Sep 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.1%	19.72K	866.7K	-97	-0.49%
Sep 30, 2025	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	0.08%	16.34K	718.09K	1.73K	+11.81%
Jun 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.06%	11.45K	485.18K	4.56K	+66.15%
Jun 30, 2025	UNITED ADVISOR GROUP, LLC	0.9%	185.12K	7.85M	-9.72K	-4.99%
Jun 30, 2025	COLONY GROUP, LLC	1%	205.58K	8.71M	37.45K	+22.27%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.28%	264.12K	11.19M	2.44K	+0.93%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.33%	274.5K	11.56M	73.97K	+36.88%
Jun 30, 2025	YARGER WEALTH STRATEGIES, LLC	1.55%	318.33K	13.49M	-3.46K	-1.07%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	20.06K	850K	3.14K	+18.59%
Jun 30, 2025		0.1%	20.97K	888.89K	15.21K	+264.13%
Jun 30, 2025	BILL FEW ASSOCIATES, INC.	0.12%	24.55K	1.04M	13.67K	+125.57%
Jun 30, 2025	STUDIO INVESTMENT MANAGEMENT LLC	0.13%	25.85K	1.1M	-51	-0.20%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.19%	39.4K	1.67M	39.4K	+100.00%
Jun 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.21%	43.93K	1.86M	2	0.00%
Jun 30, 2025	ADVISER INVESTMENTS LLC	0.24%	49.3K	2.09M	-7.6K	-13.36%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	57.22K	2.43M	6.55K	+12.93%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.35%	72.28K	3.09M	17.1K	+30.99%
Jun 30, 2025	ALLWORTH FINANCIAL LP	1.29%	265.64K	11.26M	4.55K	+1.74%
Jun 30, 2025	FUNDAMENTUM, LLC	0.54%	111.41K	4.72M	39.26K	+54.41%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	16.74K	662.79K	8.72K	+108.89%
Jun 30, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.08%	16.76K	710.84K	757	+4.73%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.08%	16.91K	716.48K	3.76K	+28.55%
Jun 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.1%	19.81K	839.66K	-28	-0.14%
Jun 30, 2025	NAVPOINT FINANCIAL, INC.	0.1%	21.57K	913.91K	327	+1.54%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.11%	23.43K	993.11K	1.7K	+7.81%
Jun 30, 2025	COZAD ASSET MANAGEMENT INC	0.12%	23.85K	1.01M	0	0
Jun 30, 2025	STIFEL FINANCIAL CORP	0.15%	30.95K	1.31M	-22.17K	-41.74%
Jun 30, 2025	CONTINUUM ADVISORY, LLC	0.25%	51.67K	2.19M	16.08K	+45.19%
Jun 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.39%	79.68K	3.38M	20.78K	+35.27%
Jun 30, 2025	MARINER, LLC	0.52%	107.59K	4.56M	5.46K	+5.35%
Jun 30, 2025	MBL WEALTH, LLC	0.7%	144.79K	6.14M	144.79K	+100.00%
Jun 30, 2025	FMR LLC	1.55%	319.63K	13.55M	116.69K	+57.50%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	1.61%	332.12K	14.08M	-18.11K	-5.17%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.72%	354.73K	15.03M	15.06K	+4.43%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.45%	503.95K	21.36M	9.6K	+1.94%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.63%	1.36M	57.8M	217.05K	+18.93%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	7.41%	1.53M	64.63M	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	7.83%	1.61M	68.33M	271.81K	+20.28%
Jun 30, 2025	CSENGE ADVISORY GROUP	0.05%	11.23K	463.84K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.89%	182.34K	7.73M	39.04K	+27.24%
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.06%	11.89K	503.93K	-40.31K	-77.22%
Jun 30, 2025	SIGMA PLANNING CORP	0.07%	13.58K	575.35K	1.64K	+13.71%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.07%	13.94K	590.71K	3.09K	+28.45%
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	0.07%	14.53K	615.81K	-833	-5.42%
Jun 30, 2025	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	0.07%	14.61K	619.17K	1.19K	+8.83%
Jun 30, 2025	EQUITA FINANCIAL NETWORK, INC.	0.08%	15.64K	662.95K	184	+1.19%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.08%	16.11K	682.79K	158	+0.99%
Jun 30, 2025	FRONTIER ASSET MANAGEMENT, LLC	1.02%	209.15K	8.86M	-2.3K	-1.09%
Jun 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.13%	26.65K	1.13M	261	+0.99%
Jun 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.15%	31.1K	1.32M	-1.79K	-5.45%
Jun 30, 2025	SYNOVUS FINANCIAL CORP	0.18%	36.55K	1.55M	28.2K	+337.98%
Jun 30, 2025	FINANCIAL CONNECTIONS GROUP, INC.	0.21%	42.62K	1.81M	-4.8K	-10.12%
Jun 30, 2025	TPG ADVISORS LLC	0.45%	92.61K	3.92M	253	+0.27%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.46%	93.82K	3.98M	-13.89K	-12.90%
Jun 30, 2025	GRANT STREET ASSET MANAGEMENT, INC.	0.49%	99.97K	4.24M	-152	-0.15%
Jun 30, 2025	NATIONAL PENSION SERVICE	13.42%	2.76M	117.08M	0	0
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.09%	19.48K	827.05K	-2.4K	-10.97%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.1%	21K	890.07K	12.35K	+142.71%
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.09%	19.06K	807.94K	-164	-0.85%
Jun 30, 2025	LIGHTHOUSE WEALTH MANAGEMENT INC.	0.1%	20.97K	888.89K	15.21K	+264.13%
Jun 30, 2025	NAUTILUS ADVISORS LLC	0.3%	61.48K	2.61M	-270	-0.44%
Jun 30, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.37%	75.25K	3.04M	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.75%	154.34K	6.54M	19.31K	+14.30%
Mar 31, 2025	GRANT STREET ASSET MANAGEMENT, INC.	0.53%	100.12K	4.04M	6.29K	+6.70%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.09%	16.92K	683K	358	+2.16%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.09%	16.62K	671.28K	3.42K	+25.88%
Mar 31, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.23%	43.93K	1.77M	3	+0.01%
Mar 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.18%	32.9K	1.33M	-707	-2.10%
Mar 31, 2025	CAPITAL ADVISORS, LTD. LLC	0.14%	26.39K	1.07M	36	+0.14%
Mar 31, 2025	STUDIO INVESTMENT MANAGEMENT LLC	0.14%	25.9K	1.05M	165	+0.64%
Mar 31, 2025	ADVISER INVESTMENTS LLC	0.3%	56.9K	2.3M	-3.24K	-5.38%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.1%	1.15M	46.33M	140.06K	+13.91%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.63%	494.35K	19.97M	15.32K	+3.20%
Mar 31, 2025	FMR LLC	1.08%	202.93K	8.2M	46.3K	+29.56%
Mar 31, 2025	UNITED ADVISOR GROUP, LLC	1.04%	194.83K	7.87M	6.96K	+3.71%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.07%	200.54K	8.02M	62.54K	+45.32%
Mar 31, 2025	COLONY GROUP, LLC	0.9%	168.14K	6.79M	12.46K	+8.00%
Mar 31, 2025	NATIONAL PENSION SERVICE	14.71%	2.76M	111.61M	0	0
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	8.12%	1.53M	61.61M	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	7.14%	1.34M	54.16M	163.59K	+13.90%
Mar 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	1.86%	350.23K	14.15M	-8.83K	-2.46%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.81%	339.67K	13.72M	10.94K	+3.33%
Mar 31, 2025	YARGER WEALTH STRATEGIES, LLC	1.71%	321.78K	13M	7.1K	+2.26%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.39%	261.68K	10.57M	-10.58K	-3.89%
Mar 31, 2025	ALLWORTH FINANCIAL LP	1.39%	261.09K	10.24M	412	+0.16%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.12%	21.88K	884.11K	-5.28K	-19.44%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.12%	21.74K	868.74K	1.47K	+7.25%
Mar 31, 2025	FRONTIER ASSET MANAGEMENT, LLC	1.13%	211.45K	8.54M	-7.22K	-3.30%
Mar 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.31%	58.9K	2.38M	7.03K	+13.54%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.72%	135.03K	5.46M	4.7K	+3.61%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.57%	107.71K	4.35M	-4.48K	-3.99%
Mar 31, 2025	NAVPOINT FINANCIAL, INC.	0.11%	21.24K	858.03K	-30	-0.14%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.08%	14.77K	596.86K	0	0
Mar 31, 2025		0.08%	14.53K	586.85K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.76%	143.3K	5.79M	11	+0.01%
Mar 31, 2025	TPG ADVISORS LLC	0.49%	92.36K	3.73M	2.35K	+2.61%
Mar 31, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.4%	75.25K	3.04M	-1.76K	-2.28%
Mar 31, 2025	FUNDAMENTUM, LLC	0.38%	72.15K	2.91M	72.15K	+100.00%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.28%	53.12K	2.15M	32.47K	+157.26%
Mar 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.28%	52.2K	2.11M	-70.57K	-57.48%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	50.67K	2.05M	18.77K	+58.85%
Mar 31, 2025	FINANCIAL CONNECTIONS GROUP, INC.	0.25%	47.41K	1.92M	-343	-0.72%
Mar 31, 2025	CONTINUUM ADVISORY, LLC	0.19%	35.59K	1.44M	-999	-2.73%
Mar 31, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.09%	16K	646.89K	85	+0.53%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.08%	15.95K	644.52K	-1.38K	-7.95%
Mar 31, 2025	EQUITA FINANCIAL NETWORK, INC.	0.08%	15.46K	624.53K	-1.97K	-11.31%
Mar 31, 2025	STRATEGIC BLUEPRINT, LLC	0.08%	15.36K	620.69K	-1.02K	-6.22%
Mar 31, 2025	MARINER, LLC	0.54%	102.13K	4.13M	13.03K	+14.63%
Mar 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.1%	19.23K	776.8K	52	+0.27%
Mar 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.11%	19.84K	801.56K	-2K	-9.16%
Mar 31, 2025	JOHN W. BROOKER & CO., CPAS	0.11%	19.85K	802.01K	957	+5.06%
Mar 31, 2025	COZAD ASSET MANAGEMENT INC	0.13%	23.85K	963.42K	0	0
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.29%	55.18K	2.23M	48.21K	+692.63%

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