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

Who are the major shareholders selling T. Rowe Price Small-Mid Cap ETF stock?

BEACON CAPITAL MANAGEMENT, INC., in the last quarter, reduced its stake in TMSL by -4.25% restricting it's holding to 415.49 thousand shares of worth nearly $18.22M. ASIO CAPITAL, LLC also lessened -6.94% of the TMSL shares from its portfolio, reducing its holding to 470.43 thousand shares of worth $20.63M. LEGACY CAPITAL GROUP CALIFORNIA, INC. also shunned TMSL shares holding by -4.17% last quarter which brought its holding to 84.15 thousand shares worth $3.69M.

Investors who are buying TMSL stock?

As per its latest 13F filing, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC increased its stake in TMSL by 12.09% in the last quarter. The institutional holder raised its holding to 586.66 thousand shares having worth more than $25.31M. BANK OF AMERICA CORP /DE/ also added 32.32% more shares of TMSL to its portfolio, raising its holding to 732.56 thousand shares of worth $32.12M. JONES FINANCIAL COMPANIES LLLP also increased its TMSL shares holding by 46.65% which brought its holding to 1.4 million shares worth $60.45M.

TMSL's major insiders: who are they?

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

Did an insider recently sell TMSL stock?

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

Which insider recently purchased TMSL stock?

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

How much of TMSL does insiders own?

Around 0 T. Rowe Price Small-Mid Cap ETF shares are held by insiders, which represents about N/A of TMSL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in TMSL?

BEACON CAPITAL MANAGEMENT, INC. is the largest institutional owner in TMSL which holds 415.49 thousand shares worth $18.22M or 1.34% of the total TMSL shares outstanding followed by ASIO CAPITAL, LLC with ownership of 470.43 thousand shares representing 1.52% of the TMSL ownership. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is the third largest stakeholder with 586.66 thousand shares or 1.9% of the ownership worth more than $25.31M.

Is T. Rowe Price Small-Mid Cap 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 TMSL is concerned, it is a stock which is not optionable.

Is there a short position on TMSL's shares?

Number of TMSL 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 TMSL shares are there?

As of today, null shares of TMSL are outstanding.

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

TMSL 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 TMSL is null.

T Rowe Price Small-Mid Cap ETF (TMSL) 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. BEACON CAPITAL MANAGEMENT, INC. is the top corporate investor, holding 415.49K shares valued at $18.22M. A 1.34% stake in T. Rowe Price Small-Mid Cap ETF is owned by the company. ASIO CAPITAL, LLC owns 470.43K shares valued at $20.63M, which translates its holding of 1.52% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	BEACON CAPITAL MANAGEMENT, INC.	1.34%	415.49K	18.22M	-18.44K	-4.25%
Jun 30, 2026	ASIO CAPITAL, LLC	1.52%	470.43K	20.63M	-35.07K	-6.94%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.9%	586.66K	25.31M	63.28K	+12.09%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.37%	732.56K	32.12M	178.93K	+32.32%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	4.53%	1.4M	60.45M	445.92K	+46.65%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	5.11%	1.58M	69.35M	265.3K	+20.16%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	8.76%	2.71M	118.92M	1.22M	+81.32%
Jun 30, 2026	PRICE T ROWE ASSOCIATES INC /MD/	24.47%	7.57M	331.96M	544.22K	+7.75%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	29.37%	9.09M	398.49M	5.85M	+180.59%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	3.96%	1.22M	53.67M	161.18K	+15.17%
Jun 30, 2026	LEGACY CAPITAL GROUP CALIFORNIA, INC.	0.27%	84.15K	3.69M	-3.67K	-4.17%
Jun 30, 2026	SAGEGUARD FINANCIAL GROUP, LLC	0.27%	84.36K	3.7M	70.98K	+530.56%
Jun 30, 2026	VALMARK ADVISERS, INC.	0.36%	110.08K	4.83M	7.63K	+7.45%
Jun 30, 2026	BARNES PETTEY FINANCIAL ADVISORS, LLC	0.39%	120.49K	5.28M	113.14K	+1,538.26%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.39%	121.32K	5.32M	-1.87K	-1.51%
Jun 30, 2026	CENTAURUS FINANCIAL, INC.	0.44%	134.67K	5.91M	6.61K	+5.16%
Jun 30, 2026	ESSEX FINANCIAL SERVICES, INC.	0.44%	134.67K	5.91M	16.51K	+13.97%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.49%	150.81K	6.61M	2.91K	+1.97%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.53%	163.43K	7.17M	-10.34K	-5.95%
Jun 30, 2026	ATLAS WEALTH LLC	0.54%	167.29K	7.34M	36.53K	+27.94%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.54%	168.12K	7.37M	-13.83K	-7.60%
Jun 30, 2026	EXCHANGE TRADED CONCEPTS, LLC	0.58%	179.51K	7.87M	-2.01K	-1.11%
Jun 30, 2026	NATIXIS ADVISORS, L.P.	0.68%	208.98K	9.16M	102.22K	+95.74%
Jun 30, 2026	N.E.W. ADVISORY SERVICES LLC	0.73%	225.34K	9.88M	4.95K	+2.24%
Jun 30, 2026	DAVENPORT & CO LLC	0.74%	227.8K	9.99M	16.09K	+7.60%
Jun 30, 2026	KENDALL CAPITAL MANAGEMENT	2.48%	768.12K	33.68M	26.77K	+3.61%
Jun 30, 2026	WATCHMAN GROUP, INC.	2.63%	813.69K	35.68M	2.42K	+0.30%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	2.83%	876.25K	38.42M	-10.74K	-1.21%
Jun 30, 2026	LPL FINANCIAL LLC	23.62%	7.31M	320.53M	3.35M	+84.48%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	2.86%	883.59K	38.75M	215.32K	+32.22%
Jun 30, 2026	UBS GROUP AG	3.58%	1.11M	48.59M	159.83K	+16.86%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.32%	98.93K	4.34M	-2.96K	-2.90%
Jun 30, 2026	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.33%	102.09K	4.48M	3.44K	+3.48%
Jun 30, 2026	SITTNER & NELSON, LLC	0.87%	267.64K	11.74M	148.66K	+124.95%
Jun 30, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.95%	293.43K	12.87M	49.7K	+20.39%
Jun 30, 2026	KICKSTAND VENTURES, LLC.	1.07%	330.14K	14.48M	330.14K	+100.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.16%	668.28K	29.3M	21.73K	+3.36%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	1.1%	339.33K	14.88M	70.19K	+26.08%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.15%	356.74K	15.64M	56.64K	+18.87%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.24%	384.31K	16.85M	20.48K	+5.63%
Jun 30, 2026	HIGHPOINT ADVISOR GROUP LLC	1.27%	394.29K	17.29M	16.83K	+4.46%
Jun 30, 2026	RICHARD P SLAUGHTER ASSOCIATES INC	0.31%	97.24K	4.26M	34.58K	+55.19%
Jun 30, 2026	PEARL PLANNING LLC	0.4%	122.46K	5.37M	2.38K	+1.98%
Jun 30, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.42%	130.67K	5.73M	486	+0.37%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.76%	235.44K	10.32M	-300	-0.13%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.11%	342.43K	15.02M	190.37K	+125.19%
Jun 30, 2026	SOUDERS FINANCIAL ADVISORS	1.13%	348.56K	15.28M	-6.93K	-1.95%
Jun 30, 2026	NORTHWEST FINANCIAL ADVISORS	1.6%	494.51K	21.68M	494.51K	+100.00%
Jun 30, 2026	CMH WEALTH MANAGEMENT LLC	1.69%	522.65K	22.92M	18.21K	+3.61%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	1.89%	584.85K	25.65M	63.87K	+12.26%
Mar 31, 2026	N.E.W. ADVISORY SERVICES LLC	0.71%	220.4K	8.08M	219.39K	+21,808.05%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.76%	235.74K	8.64M	-4.17K	-1.74%
Mar 31, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.79%	243.72K	8.94M	52.99K	+27.78%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.87%	269.14K	9.87M	142.69K	+112.85%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.97%	300.11K	11M	-9.19K	-2.97%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.79%	553.63K	20.3M	388.23K	+234.73%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	3.09%	955.95K	34.21M	387.54K	+68.18%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	4.83%	1.5M	54.54M	1.01M	+207.72%
Mar 31, 2026	PRICE T ROWE ASSOCIATES INC /MD/	22.71%	7.03M	257.84M	1.16M	+19.88%
Mar 31, 2026	HIGHPOINT ADVISOR GROUP LLC	1.22%	377.46K	13.84M	-201.81K	-34.84%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.49%	152.06K	5.58M	21.73K	+16.67%
Mar 31, 2026	RICHARD P SLAUGHTER ASSOCIATES INC	0.2%	62.66K	2.3M	62.66K	+100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.18%	363.83K	13.34M	15.86K	+4.56%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.33%	101.89K	3.77M	1.49K	+1.48%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	3.43%	1.06M	38.97M	167.08K	+18.65%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	4.25%	1.32M	48.27M	912.97K	+226.39%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	10.47%	3.24M	118.76M	1.48M	+83.79%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.25%	76.42K	2.8M	12.88K	+20.28%
Mar 31, 2026	UBS GROUP AG	3.06%	948.19K	34.77M	392.29K	+70.57%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	1.68%	520.97K	19.1M	44.69K	+9.38%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.69%	523.38K	19.34M	-375.34K	-41.76%
Mar 31, 2026	HERITAGE WEALTH MANAGEMENT, INC.	0.17%	53.14K	1.95M	4.09K	+8.33%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.09%	646.55K	23.71M	487.3K	+306.01%
Mar 31, 2026	KENDALL CAPITAL MANAGEMENT	2.4%	741.35K	27.19M	49.22K	+7.11%
Mar 31, 2026	WATCHMAN GROUP, INC.	2.62%	811.27K	29.75M	-809	-0.10%
Mar 31, 2026	GEOWEALTH MANAGEMENT, LLC	0.11%	32.5K	1.19M	19.18K	+144.04%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.11%	33.46K	1.23M	-1.09K	-3.16%
Mar 31, 2026	DKM WEALTH MANAGEMENT, INC.	0.11%	34.58K	1.27M	6.92K	+25.02%
Mar 31, 2026	DAHRING \| CUSMANO LLC	0.14%	42.85K	1.57M	-865	-1.98%
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.15%	45.09K	1.65M	9.67K	+27.29%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.15%	46.51K	1.71M	31.6K	+212.02%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.17%	52.76K	1.94M	21.69K	+69.79%
Mar 31, 2026		0.39%	120.08K	4.4M	5.3K	+4.62%
Mar 31, 2026	LPL FINANCIAL LLC	12.81%	3.96M	145.3M	-345.14K	-8.01%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.26%	78.94K	2.89M	3.42K	+4.52%
Mar 31, 2026	ASIO CAPITAL, LLC	1.63%	505.5K	18.54M	38.56K	+8.26%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	2.16%	668.28K	24.51M	52.73K	+8.57%
Mar 31, 2026	SOUDERS FINANCIAL ADVISORS	1.15%	355.49K	13.04M	9.51K	+2.75%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.26%	78.99K	2.9M	8.49K	+12.04%
Mar 31, 2026	VALMARK ADVISERS, INC.	0.33%	102.45K	3.76M	102.45K	+100.00%
Mar 31, 2026	NATIXIS ADVISORS, L.P.	0.35%	106.77K	3.92M	52.7K	+97.47%
Mar 31, 2026	PEARL PLANNING LLC	0.39%	120.08K	4.4M	5.3K	+4.62%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.4%	123.19K	4.52M	82.24K	+200.82%
Mar 31, 2026	ATLAS WEALTH LLC	0.42%	130.76K	4.8M	26.77K	+25.75%
Mar 31, 2026	PFG ADVISORS	0.18%	55.79K	2.05M	1.93K	+3.58%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	2.87%	886.99K	32.52M	27.89K	+3.25%
Mar 31, 2026	LEGACY CAPITAL GROUP CALIFORNIA, INC.	0.28%	87.81K	3.22M	52.83K	+151.04%
Mar 31, 2026	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.32%	98.65K	3.62M	4.57K	+4.86%
Mar 31, 2026	BEACON CAPITAL MANAGEMENT, INC.	1.4%	433.93K	15.91M	304.23K	+234.56%
Mar 31, 2026	CMH WEALTH MANAGEMENT LLC	1.63%	504.44K	18.5M	2.34K	+0.47%
Mar 31, 2026	ESSEX FINANCIAL SERVICES, INC.	0.38%	118.16K	4.33M	12.58K	+11.92%
Mar 31, 2026	SITTNER & NELSON, LLC	0.38%	118.98K	4.36M	41.21K	+52.99%
Mar 31, 2026	CENTAURUS FINANCIAL, INC.	0.41%	128.06K	4.7M	-735	-0.57%
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.42%	130.18K	4.77M	2.28K	+1.78%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.48%	147.91K	5.42M	3.41K	+2.36%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.56%	173.77K	6.37M	16.64K	+10.59%
Mar 31, 2026	EXCHANGE TRADED CONCEPTS, LLC	0.59%	181.52K	6.66M	181.52K	+100.00%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.59%	181.95K	6.67M	-107.83K	-37.21%
Mar 31, 2026	DAVENPORT & CO LLC	0.68%	211.71K	7.76M	21.16K	+11.10%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	5.7%	1.76M	63.26M	605.51K	+52.35%
Dec 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.09%	28.96K	1.04M	1.29K	+4.66%
Dec 31, 2025	ONEASCENT FAMILY OFFICE, LLC	0.09%	27.94K	1M	155	+0.56%
Dec 31, 2025	DKM WEALTH MANAGEMENT, INC.	0.09%	27.66K	993.07K	-500	-1.78%
Dec 31, 2025	JANE STREET GROUP, LLC	0.09%	27.43K	984.59K	16.23K	+145.03%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.78%	239.91K	8.61M	-2.77K	-1.14%
Dec 31, 2025	SITTNER & NELSON, LLC	0.25%	77.77K	3.04M	12.19K	+18.59%
Dec 31, 2025	SOUDERS FINANCIAL ADVISORS	1.12%	345.98K	12.42M	8.13K	+2.41%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1%	309.29K	11.1M	-155.63K	-33.47%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.94%	289.78K	10.4M	4.14K	+1.45%
Dec 31, 2025		0.37%	114.78K	4.12M	114.78K	+100.00%
Dec 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.34%	105.58K	3.79M	16.33K	+18.29%
Dec 31, 2025	ATLAS WEALTH LLC	0.34%	103.99K	3.73M	31.58K	+43.61%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.32%	100.4K	3.6M	-8.95K	-8.19%
Dec 31, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.32%	97.7K	3.51M	2.13K	+2.23%
Dec 31, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.3%	94.08K	3.38M	28.74K	+43.98%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.11%	35.32K	1.27M	-4.61K	-11.54%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.39%	121.46K	4.36M	10.17K	+9.13%
Dec 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	18.94%	5.86M	210.79M	723.45K	+14.08%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.57%	485.93K	17.42M	444.73K	+1,079.63%
Dec 31, 2025	DAVENPORT & CO LLC	0.62%	190.55K	6.84M	10.56K	+5.86%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.51%	159.25K	5.72M	-14.25K	-8.21%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.51%	157.13K	5.64M	-4.25K	-2.63%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.47%	144.5K	5.19M	-1.43K	-0.98%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.42%	130.33K	4.68M	25.76K	+24.63%
Dec 31, 2025	BEACON CAPITAL MANAGEMENT, INC.	0.42%	129.7K	4.66M	-60.84K	-31.93%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.12%	347.97K	12.49M	80.6K	+30.15%
Dec 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.62%	190.73K	6.85M	190.73K	+100.00%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.42%	128.79K	4.62M	-18.83K	-12.75%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.41%	126.45K	4.54M	5.03K	+4.14%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.24%	75.52K	2.71M	74.51K	+7,421.71%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.23%	70.5K	2.53M	12.71K	+21.99%
Dec 31, 2025	DAHRING \| CUSMANO LLC	0.14%	43.72K	1.57M	-97	-0.22%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	2.89%	895.71K	32.16M	505.14K	+129.34%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	2.78%	859.09K	30.84M	10.27K	+1.21%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.21%	63.53K	2.28M	1.19K	+1.91%
Dec 31, 2025	NATIXIS ADVISORS, L.P.	0.17%	54.07K	1.94M	41.96K	+346.70%
Dec 31, 2025	PFG ADVISORS	0.17%	53.86K	1.93M	-640	-1.17%
Dec 31, 2025	HERITAGE WEALTH MANAGEMENT, INC.	0.16%	49.05K	1.76M	11.64K	+31.11%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.13%	40.95K	1.47M	-925	-2.21%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.11%	35.42K	1.27M	35.42K	+100.00%
Dec 31, 2025	LEGACY CAPITAL GROUP CALIFORNIA, INC.	0.11%	34.98K	1.26M	-1.35K	-3.72%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.11%	34.55K	1.24M	-1.22K	-3.42%
Dec 31, 2025	BROWN ADVISORY INC	0.11%	33.36K	1.2M	-1.48K	-4.26%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.11%	33.09K	1.19M	21.83K	+193.82%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	31.07K	1.12M	31.07K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.99%	615.55K	22.1M	120.95K	+24.45%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.84%	568.41K	20.41M	213.4K	+60.11%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	1.54%	476.29K	17.1M	46.57K	+10.84%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.53%	165.4K	5.94M	160.63K	+3,373.25%
Dec 31, 2025	LPL FINANCIAL LLC	13.92%	4.31M	154.64M	1.98M	+85.35%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.9%	898.72K	33.58M	66.57K	+8.00%
Dec 31, 2025	WATCHMAN GROUP, INC.	2.62%	812.08K	29.15M	8.35K	+1.04%
Dec 31, 2025	KENDALL CAPITAL MANAGEMENT	2.24%	692.12K	24.85M	67.55K	+10.81%
Dec 31, 2025	UBS GROUP AG	1.8%	555.9K	19.96M	47.51K	+9.35%
Dec 31, 2025	CMH WEALTH MANAGEMENT LLC	1.62%	502.1K	18.03M	8.81K	+1.79%
Dec 31, 2025	ASIO CAPITAL, LLC	1.51%	466.94K	16.76M	45.05K	+10.68%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.3%	403.26K	14.48M	101.92K	+33.82%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.41%	127.9K	4.59M	480	+0.38%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.08%	24.11K	865.49K	-4.88K	-16.82%
Dec 31, 2025	IFG ADVISORY, LLC	0.08%	23.23K	833.89K	2.4K	+11.51%
Dec 31, 2025	ADVISORNET FINANCIAL, INC	0.07%	23.04K	827.07K	3.68K	+19.02%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	4.21%	1.16M	40.68M	241.35K	+26.37%
Sep 30, 2025	LPL FINANCIAL LLC	8.46%	2.32M	81.74M	733.43K	+46.11%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	18.71%	5.14M	181.03M	-151.19K	-2.86%
Sep 30, 2025	ONEASCENT FAMILY OFFICE, LLC	0.1%	27.78K	977.13K	0	0
Sep 30, 2025	DKM WEALTH MANAGEMENT, INC.	0.1%	28.16K	990.46K	5.65K	+25.10%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.11%	28.99K	1.02M	-3.33K	-10.29%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.88%	242.69K	8.54M	6.07K	+2.57%
Sep 30, 2025	DAHRING \| CUSMANO LLC	0.16%	43.81K	1.54M	2.05K	+4.92%
Sep 30, 2025	KENDALL CAPITAL MANAGEMENT	2.27%	624.58K	21.97M	624.58K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.8%	494.61K	17.27M	63.15K	+14.64%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.29%	355.01K	12.48M	116.07K	+48.58%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.42%	390.57K	13.74M	53.82K	+15.98%
Sep 30, 2025	ASIO CAPITAL, LLC	1.54%	421.89K	14.84M	44.77K	+11.87%
Sep 30, 2025	PFG ADVISORS	0.2%	54.5K	1.92M	5.87K	+12.07%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	57.8K	2.03M	2.34K	+4.22%
Sep 30, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.35%	95.57K	3.36M	4.03K	+4.41%
Sep 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.1%	27.67K	973.12K	-5.85K	-17.45%
Sep 30, 2025	HBW ADVISORY SERVICES LLC	0.08%	21.11K	742.37K	-2.98K	-12.38%
Sep 30, 2025	IFG ADVISORY, LLC	0.08%	20.83K	732.6K	602	+2.98%
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0.07%	19.36K	680.79K	1.59K	+8.92%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.07%	18.31K	643.96K	0	0
Sep 30, 2025	FINANCIAL SECURITY ADVISOR, INC.	0.07%	18.03K	634.26K	7	+0.04%
Sep 30, 2025	RETIREMENT PLANNING GROUP	0.06%	17K	598K	0	0
Sep 30, 2025	SEAMOUNT FINANCIAL GROUP INC	0.05%	14.86K	522.59K	-80	-0.54%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.05%	14.75K	518.73K	-478	-3.14%
Sep 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.05%	13.34K	469.28K	-532	-3.83%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0.05%	12.84K	451.46K	0	0
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.04%	12.17K	428K	12.17K	+100.00%
Sep 30, 2025	D.A. DAVIDSON & CO.	1.04%	285.64K	10.05M	8.69K	+3.14%
Sep 30, 2025	NATIONAL WEALTH MANAGEMENT GROUP, LLC	0.1%	28.57K	1M	7K	+32.43%
Sep 30, 2025	SFG WEALTH MANAGEMENT, LLC.	0.1%	28.64K	1.01M	28.64K	+100.00%
Sep 30, 2025	BROWN ADVISORY INC	0.13%	34.85K	1.23M	2.03K	+6.18%
Sep 30, 2025	LEGACY CAPITAL GROUP CALIFORNIA, INC.	0.13%	36.33K	1.28M	-445	-1.21%
Sep 30, 2025	HERITAGE WEALTH MANAGEMENT, INC.	0.14%	37.41K	1.32M	13.47K	+56.25%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.15%	39.92K	1.4M	7.25K	+22.18%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.15%	41.19K	1.45M	41.19K	+100.00%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.15%	41.88K	1.47M	-6.46K	-13.36%
Sep 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.33%	89.25K	3.14M	9.97K	+12.58%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.97%	267.37K	9.4M	8.22K	+3.17%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.13%	35.77K	1.26M	11.08K	+44.85%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.1%	301.34K	10.6M	-7.68K	-2.49%
Sep 30, 2025	SOUDERS FINANCIAL ADVISORS	1.23%	337.85K	11.88M	-157.31K	-31.77%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.23%	62.34K	2.19M	15.37K	+32.72%
Sep 30, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.24%	65.34K	2.3M	-128	-0.20%
Sep 30, 2025	SITTNER & NELSON, LLC	0.24%	65.58K	2.31M	2.89K	+4.61%
Sep 30, 2025	ATLAS WEALTH LLC	0.26%	72.41K	2.55M	21.84K	+43.18%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.38%	104.57K	3.68M	-1.93K	-1.81%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.4%	109.35K	3.85M	-6.63K	-5.71%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.41%	111.3K	3.91M	18.49K	+19.93%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.44%	121.42K	4.27M	76.92K	+172.82%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.46%	127.42K	4.48M	-87.65K	-40.75%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.53%	145.93K	5.13M	514	+0.35%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.54%	147.62K	5.19M	18.82K	+14.61%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.59%	161.38K	5.68M	-427	-0.26%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.63%	173.49K	6.1M	12.15K	+7.53%
Sep 30, 2025	DAVENPORT & CO LLC	0.66%	179.99K	6.33M	49.49K	+37.93%
Sep 30, 2025	BEACON CAPITAL MANAGEMENT, INC.	0.69%	190.55K	6.7M	190.55K	+100.00%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	1.56%	429.72K	15.11M	175.17K	+68.81%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.69%	464.92K	16.35M	60.2K	+14.87%
Sep 30, 2025	CMH WEALTH MANAGEMENT LLC	1.8%	493.29K	17.35M	4.17K	+0.85%
Sep 30, 2025	UBS GROUP AG	1.85%	508.39K	17.88M	35.34K	+7.47%
Sep 30, 2025	WATCHMAN GROUP, INC.	2.93%	803.73K	28.27M	-1.45K	-0.18%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.03%	832.16K	29.15M	50.7K	+6.49%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	3.09%	848.82K	29.85M	501	+0.06%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.73%	915.34K	30.02M	-77.41K	-7.80%
Jun 30, 2025	SEAMOUNT FINANCIAL GROUP INC	0.06%	14.94K	490K	237	+1.61%
Jun 30, 2025	FINANCIAL SECURITY ADVISOR, INC.	0.07%	18.03K	591.29K	5.45K	+43.36%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.66%	161.81K	5.31M	2.37K	+1.49%
Jun 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.14%	33.52K	1.1M	-6.34K	-15.90%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.23%	55.46K	1.82M	1.59K	+2.95%
Jun 30, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.27%	65.47K	2.15M	6.54K	+11.10%
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.88%	215.07K	7.05M	60.72K	+39.34%
Jun 30, 2025	ADVISOR OS, LLC	0.11%	27K	885.67K	1.82K	+7.23%
Jun 30, 2025	BROWN ADVISORY INC	0.13%	32.82K	1.08M	0	0
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.19%	46.97K	1.54M	-2.53K	-5.11%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.2%	48.33K	1.59M	-2.04K	-4.05%
Jun 30, 2025	PFG ADVISORS	0.2%	48.63K	1.6M	-1.48K	-2.94%
Jun 30, 2025	ATLAS WEALTH LLC	0.21%	50.57K	1.67M	50.57K	+100.00%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.25%	61.28K	2.01M	51.18K	+506.50%
Jun 30, 2025	STEPHENS CONSULTING, LLC	0.45%	109.84K	3.6M	-4.8K	-4.19%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.47%	115.98K	3.8M	-59.24K	-33.81%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.58%	142.61K	4.78M	-21.44K	-13.07%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.76%	431.46K	14.16M	198.45K	+85.17%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.96%	236.61K	7.76M	8.22K	+3.60%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.07%	18.31K	600.57K	-2.5K	-12.02%
Jun 30, 2025	IFG ADVISORY, LLC	0.08%	20.23K	663.48K	4.52K	+28.73%
Jun 30, 2025	HBW ADVISORY SERVICES LLC	0.1%	24.09K	790.15K	986	+4.27%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.1%	24.7K	810K	4.52K	+22.40%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	1.04%	254.55K	8.35M	27.27K	+12.00%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.13%	32.68K	1.07M	-13.9K	-29.84%
Jun 30, 2025	LEGACY CAPITAL GROUP CALIFORNIA, INC.	0.15%	36.77K	1.21M	732	+2.03%
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.52%	128.8K	4.23M	79.76K	+162.67%
Jun 30, 2025	SOUDERS FINANCIAL ADVISORS	2.02%	495.16K	16.24M	39.85K	+8.75%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.06%	15.23K	499.44K	582	+3.97%
Jun 30, 2025	RETIREMENT PLANNING GROUP	0.07%	17K	557.7K	17K	+100.00%
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0.07%	17.77K	582.92K	2.65K	+17.52%
Jun 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.32%	79.28K	2.6M	28.49K	+56.10%
Jun 30, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.37%	91.54K	3M	91.54K	+100.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.38%	92.81K	3.04M	92.81K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.43%	106.5K	3.49M	31.98K	+42.91%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.18%	781.46K	26.18M	57.04K	+7.87%
Jun 30, 2025	WATCHMAN GROUP, INC.	3.28%	805.18K	26.41M	37.63K	+4.90%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	3.46%	848.32K	27.82M	300.97K	+54.99%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	21.54%	5.29M	173.48M	1.12M	+26.86%
Jun 30, 2025	D.A. DAVIDSON & CO.	1.13%	276.95K	9.08M	269.74K	+3,742.78%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.06%	259.16K	8.5M	22.45K	+9.48%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.97%	238.94K	7.83M	161K	+206.58%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.66%	161.34K	5.29M	3.22K	+2.03%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.59%	145.42K	4.77M	2.3K	+1.61%
Jun 30, 2025	ASTOR INVESTMENT MANAGEMENT LLC	0.58%	141.25K	4.63M	-5.09K	-3.48%
Jun 30, 2025	DAVENPORT & CO LLC	0.53%	130.5K	4.28M	1.23K	+0.95%
Jun 30, 2025	TYLER-STONE WEALTH MANAGEMENT	0.27%	67.26K	2.21M	-3.02K	-4.29%
Jun 30, 2025	SITTNER & NELSON, LLC	0.26%	62.69K	2.06M	7.16K	+12.89%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.18%	44.51K	1.46M	-269.31K	-85.82%
Jun 30, 2025		0.11%	27.78K	911K	0	0
Jun 30, 2025	DAHRING \| CUSMANO LLC	0.17%	41.76K	1.37M	4.53K	+12.16%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.13%	32.31K	1.06M	-4.09K	-11.24%
Jun 30, 2025	ONEASCENT FAMILY OFFICE, LLC	0.11%	27.78K	911K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.26%	309.02K	10.14M	-1.43K	-0.46%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.37%	336.74K	11.05M	60.51K	+21.90%
Jun 30, 2025	ASIO CAPITAL, LLC	1.54%	377.12K	12.37M	152.23K	+67.69%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.65%	404.72K	13.27M	98.41K	+32.13%
Jun 30, 2025	UBS GROUP AG	1.93%	473.05K	15.52M	123.37K	+35.28%
Jun 30, 2025	CMH WEALTH MANAGEMENT LLC	1.99%	489.12K	16.04M	489.12K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	6.48%	1.59M	52.17M	416.35K	+35.46%
Mar 31, 2025	DAVENPORT & CO LLC	0.59%	129.27K	3.94M	11.53K	+9.79%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.6%	129.57K	3.95M	-166.88K	-56.29%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.75%	164.05K	5M	72.68K	+79.54%
Mar 31, 2025	ASTOR INVESTMENT MANAGEMENT LLC	0.67%	146.35K	4.46M	-3.01K	-2.02%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.66%	143.11K	4.36M	35.51K	+33.00%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.21%	46.58K	1.42M	-1.93K	-3.97%
Mar 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.18%	39.86K	1.21M	-40.35K	-50.31%
Mar 31, 2025	SFG WEALTH MANAGEMENT, LLC.	0.23%	49.46K	1.51M	13.6K	+37.92%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	19.17%	4.17M	127.07M	4.17M	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	5.4%	1.17M	35.79M	681.31K	+138.22%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	4.57%	992.76K	30.26M	401.63K	+67.94%
Mar 31, 2025	WATCHMAN GROUP, INC.	3.53%	767.55K	23.39M	2.85K	+0.37%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.33%	724.42K	22.08M	667.3K	+1,168.23%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.41%	306.31K	9.34M	135.34K	+79.16%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.27%	276.24K	8.42M	276.24K	+100.00%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.73%	159.44K	4.86M	-3.82K	-2.34%
Mar 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.71%	154.35K	4.7M	19.36K	+14.34%
Mar 31, 2025	SITTNER & NELSON, LLC	0.26%	55.53K	1.69M	7.57K	+15.78%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	1.05%	228.39K	6.96M	213.19K	+1,402.57%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.81%	175.22K	5.35M	175.22K	+100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.09%	236.71K	7.22M	53.14K	+28.95%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.07%	233.01K	7.11M	47.02K	+25.28%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	1.05%	227.27K	6.93M	176.21K	+345.10%
Mar 31, 2025	ASIO CAPITAL, LLC	1.03%	224.89K	6.85M	138.19K	+159.38%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.73%	158.12K	4.82M	8.27K	+5.52%
Mar 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.72%	155.57K	4.74M	-1.48K	-0.94%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.36%	77.94K	2.38M	59.72K	+327.96%
Mar 31, 2025	PFG ADVISORS	0.23%	50.11K	1.53M	13.26K	+35.99%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.34%	74.52K	2.27M	17.03K	+29.62%
Mar 31, 2025	TYLER-STONE WEALTH MANAGEMENT	0.32%	70.28K	2.14M	38.34K	+120.08%
Mar 31, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.27%	58.93K	1.8M	5.57K	+10.43%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.23%	49.51K	1.51M	10.55K	+27.10%
Mar 31, 2025	ADVISOR OS, LLC	0.12%	25.18K	767.55K	1.07K	+4.44%
Mar 31, 2025	BROWN ADVISORY INC	0.15%	32.82K	1M	3.22K	+10.86%
Mar 31, 2025	LEGACY CAPITAL GROUP CALIFORNIA, INC.	0.17%	36.04K	1.1M	898	+2.56%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.25%	53.87K	1.64M	53.87K	+100.00%
Mar 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.23%	50.79K	1.55M	18.26K	+56.11%
Mar 31, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.23%	49.24K	1.5M	49.24K	+100.00%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.23%	50.37K	1.54M	1.85K	+3.81%
Mar 31, 2025	CENTAURUS FINANCIAL, INC.	0.23%	49.03K	1.5M	49.03K	+100.00%
Mar 31, 2025	UBS GROUP AG	1.61%	349.68K	10.66M	13.3K	+3.95%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	1.44%	313.82K	9.57M	5.91K	+1.92%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.43%	310.45K	9.46M	-16.97K	-5.18%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	2.52%	547.35K	16.68M	133.19K	+32.16%
Mar 31, 2025	SOUDERS FINANCIAL ADVISORS	2.09%	455.31K	13.88M	290.99K	+177.09%
Mar 31, 2025		0.13%	27.78K	849K	27.78K	+100.00%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.17%	36.4K	1.11M	-2.81K	-7.17%
Mar 31, 2025	STEPHENS CONSULTING, LLC	0.53%	114.64K	3.49M	9.25K	+8.78%

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