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

Who are the major shareholders selling First Trust Smith Unconstrained Bond ETF stock?

COMMONWEALTH EQUITY SERVICES, LLC, in the last quarter, reduced its stake in UCON by -25.45% restricting it's holding to 833.94 thousand shares of worth nearly $20.75M. WAGNER WEALTH MANAGEMENT, LLC also lessened -16.84% of the UCON shares from its portfolio, reducing its holding to 859.22 thousand shares of worth $21.38M. EQUITABLE HOLDINGS, INC. also shunned UCON shares holding by -5.81% last quarter which brought its holding to 544.26 thousand shares worth $13.54M.

Investors who are buying UCON stock?

As per its latest 13F filing, INTEGRATED WEALTH CONCEPTS LLC increased its stake in UCON by 9.36% in the last quarter. The institutional holder raised its holding to 982.7 thousand shares having worth more than $24.45M. MML INVESTORS SERVICES, LLC also added 21.61% more shares of UCON to its portfolio, raising its holding to 932.94 thousand shares of worth $23.21M. WELLS FARGO & COMPANY/MN also increased its UCON shares holding by 18.14% which brought its holding to 7.17 million shares worth $178.50M.

UCON's major insiders: who are they?

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

Did an insider recently sell UCON stock?

Company executives, directors, and other insiders own N/A percent of First Trust Smith Unconstrained Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which UCON insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased UCON stock?

There have been 0 transaction(s) during the past 6-months in which First Trust Smith Unconstrained Bond ETF insiders have bought stock, totalling 0 shares

How much of UCON does insiders own?

Around 0 First Trust Smith Unconstrained Bond ETF shares are held by insiders, which represents about N/A of UCON stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in UCON?

INTEGRATED WEALTH CONCEPTS LLC is the largest institutional owner in UCON which holds 982.7 thousand shares worth $24.45M or 0.74% of the total UCON shares outstanding followed by MML INVESTORS SERVICES, LLC with ownership of 932.94 thousand shares representing 0.7% of the UCON ownership. WELLS FARGO & COMPANY/MN is the third largest stakeholder with 7.17 million shares or 5.35% of the ownership worth more than $178.50M.

Is First Trust Smith Unconstrained Bond 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 UCON is concerned, it is a stock which is not optionable.

Is there a short position on UCON's shares?

Number of UCON 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 UCON shares are there?

As of today, null shares of UCON are outstanding.

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

UCON 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 UCON is null.

First Trust Smith Unconstrained Bond ETF (UCON) 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. INTEGRATED WEALTH CONCEPTS LLC is the top corporate investor, holding 982.7K shares valued at $24.45M. A 0.74% stake in First Trust Smith Unconstrained Bond ETF is owned by the company. MML INVESTORS SERVICES, LLC owns 932.94K shares valued at $23.21M, which translates its holding of 0.7% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.74%	982.7K	24.45M	84.1K	+9.36%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.7%	932.94K	23.21M	165.75K	+21.61%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	5.35%	7.17M	178.5M	1.1M	+18.14%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	4.15%	5.57M	138.56M	229.7K	+4.30%
Jun 30, 2026	EDGEROCK CAPITAL LLC	0.63%	842.63K	20.96M	52.09K	+6.59%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.62%	833.94K	20.75M	-284.66K	-25.45%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.96%	2.62M	65.27M	167.14K	+6.80%
Jun 30, 2026	MORGAN STANLEY	6.95%	9.32M	231.77M	357.28K	+3.99%
Jun 30, 2026	WAGNER WEALTH MANAGEMENT, LLC	0.64%	859.22K	21.38M	-173.98K	-16.84%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	1.84%	2.47M	61.5M	35.38K	+1.45%
Jun 30, 2026	TRUIST FINANCIAL CORP	1.56%	2.09M	52.09M	186.37K	+9.77%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.31%	1.76M	43.72M	320.47K	+22.31%
Jun 30, 2026	STIFEL FINANCIAL CORP	1.24%	1.66M	41.34M	27.93K	+1.71%
Jun 30, 2026	TRILOGY CAPITAL INC.	1.17%	1.57M	39.12M	91.82K	+6.20%
Jun 30, 2026	CSENGE ADVISORY GROUP	1.14%	1.53M	38.03M	38.5K	+2.58%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.41%	544.26K	13.54M	-33.55K	-5.81%
Jun 30, 2026	CYNDEO WEALTH PARTNERS, LLC	0.65%	872.87K	21.72M	32.95K	+3.92%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.6%	801.88K	19.95M	-1.09K	-0.14%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.56%	756.3K	18.82M	-57.3K	-7.04%
Jun 30, 2026	JPMORGAN CHASE & CO	0.56%	745.41K	18.58M	139.34K	+22.99%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.61%	816.4K	20.31M	45.98K	+5.97%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.6%	807.84K	20.1M	22.68K	+2.89%
Jun 30, 2026	WALKNER CONDON FINANCIAL ADVISORS LLC	0.6%	806.3K	20.06M	66.27K	+8.96%
Jun 30, 2026	ARCH GLOBAL ADVISORS, LLC	0.58%	783.53K	19.49M	158.55K	+25.37%
Jun 30, 2026	LPL FINANCIAL LLC	10.21%	13.68M	340.38M	1.21M	+9.67%
Jun 30, 2026	HBW ADVISORY SERVICES LLC	0.33%	432.07K	10.75M	22.18K	+5.41%
Jun 30, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0.32%	428.37K	10.66M	428.37K	+100.00%
Jun 30, 2026	DARWIN WEALTH MANAGEMENT, LLC	0.32%	428.37K	10.66M	11.62K	+2.79%
Jun 30, 2026	PRASAD WEALTH PARTNERS, LLC	0.31%	407.63K	10.14M	8.7K	+2.18%
Jun 30, 2026	MACH-1 FINANCIAL GROUP, LLC	0.31%	404.02K	10.05M	-685	-0.17%
Jun 30, 2026	US BANCORP \DE\	0.3%	392.17K	9.76M	-24.18K	-5.81%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.29%	377.68K	9.4M	-121.2K	-24.29%
Jun 30, 2026	GATEWAY WEALTH PARTNERS, LLC	0.27%	362.82K	9.03M	-327.32K	-47.43%
Jun 30, 2026	BKA WEALTH CONSULTING, INC.	0.27%	357.5K	8.89M	2.26K	+0.64%
Jun 30, 2026	SPARTAN WEALTH ADVISORY SERVICES LLC	0.48%	637.47K	15.86M	10.77K	+1.72%
Jun 30, 2026	FOCUS FINANCIAL NETWORK, INC.	0.33%	435.85K	10.84M	435.85K	+100.00%
Jun 30, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.34%	455.72K	11.34M	-42K	-8.44%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.36%	487.47K	12.13M	-18.65K	-3.69%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.39%	522.6K	12.81M	12.11K	+2.37%
Jun 30, 2026	ETESIAN WEALTH ADVISORS, INC.	0.4%	536.38K	13.35M	-30.7K	-5.41%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.42%	557.89K	13.88M	57.76K	+11.55%
Jun 30, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.43%	577.74K	14.37M	6.59K	+1.15%
Jun 30, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.43%	580.96K	14.48M	0	0
Jun 30, 2026	VISIONARY WEALTH ADVISORS	0.44%	590.04K	14.68M	-71.32K	-10.78%
Jun 30, 2026	COLLABORATIVE WEALTH MANAGMENT INC.	0.45%	604.55K	15.04M	36.65K	+6.45%
Jun 30, 2026	NAVALIGN, LLC	0.46%	620.23K	15.43M	21.53K	+3.60%
Jun 30, 2026		0.48%	637.47K	15.86M	10.77K	+1.72%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.48%	647.63K	16.11M	11.86K	+1.86%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.49%	661.02K	16.25M	239.53K	+56.83%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.51%	679.66K	16.91M	153.35K	+29.14%
Jun 30, 2026	WAVERLY ADVISORS, LLC	0.58%	782.9K	19.48M	769.12K	+5,578.96%
Jun 30, 2026	CAPITAL PERFORMANCE ADVISORS LLP	0.59%	792.03K	19.71M	154.84K	+24.30%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.53%	2.05M	50.88M	153.97K	+8.14%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.11%	2.83M	70.48M	1.91K	+0.07%
Jun 30, 2026	ROYAL BANK OF CANADA	3%	4.02M	100.11M	20.15K	+0.50%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.13%	4.2M	104.48M	365.68K	+9.54%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	1.04%	1.4M	34.84M	16.86K	+1.22%
Jun 30, 2026	IFP ADVISORS, INC	0.84%	1.13M	28.1M	236.97K	+26.55%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.81%	1.08M	26.9M	83.79K	+8.40%
Jun 30, 2026	COLONY GROUP, LLC	0.75%	999.37K	24.86M	-3.2K	-0.32%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	3.13%	4.2M	104.45M	77.07K	+1.87%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.42%	1.89M	46.85M	-138.92K	-6.84%
Mar 31, 2026	COLONY GROUP, LLC	0.75%	1M	24.83M	44.99K	+4.70%
Mar 31, 2026	STIFEL FINANCIAL CORP	1.23%	1.63M	40.47M	54.68K	+3.46%
Mar 31, 2026	ROYAL BANK OF CANADA	3.01%	4M	99.17M	203.45K	+5.35%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.59%	785.17K	19.45M	97.03K	+14.10%
Mar 31, 2026	MACH-1 FINANCIAL GROUP, LLC	0.31%	404.7K	10.02M	32.06K	+8.60%
Mar 31, 2026	PRASAD WEALTH PARTNERS, LLC	0.31%	398.93K	9.88M	18.4K	+4.84%
Mar 31, 2026	HBW ADVISORY SERVICES LLC	0.32%	409.89K	10.15M	13.3K	+3.35%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.28%	356.65K	8.83M	18.37K	+5.43%
Mar 31, 2026	CYNDEO WEALTH PARTNERS, LLC	0.63%	839.92K	20.8M	66.24K	+8.56%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.61%	813.6K	20.15M	58.38K	+7.73%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.6%	802.98K	19.89M	87.77K	+12.27%
Mar 31, 2026	TRUWEALTH ADVISORS, LLC	0.58%	774.49K	19.18M	-21.5K	-2.70%
Mar 31, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.32%	413.64K	10.25M	-1.04K	-0.25%
Mar 31, 2026	DARWIN WEALTH MANAGEMENT, LLC	0.32%	416.75K	10.32M	57.2K	+15.91%
Mar 31, 2026	MARINER, LLC	0.37%	478.72K	11.86M	8.01K	+1.70%
Mar 31, 2026	CWM, LLC	0.39%	497.97K	12.33M	132.62K	+36.30%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.39%	500.13K	12.39M	-157.58K	-23.96%
Mar 31, 2026	HOLISTIC FINANCIAL PARTNERS	0.39%	504.54K	12.5M	31.88K	+6.75%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.39%	506.12K	12.54M	-56.37K	-10.02%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.85%	2.46M	60.84M	522.42K	+27.02%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.13%	2.83M	70.12M	193.03K	+7.32%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	3.1%	4.12M	102.07M	559.26K	+15.70%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	4.14%	5.34M	132.24M	505.18K	+10.45%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	1.04%	1.38M	34.27M	80.59K	+6.19%
Mar 31, 2026		0.47%	624.97K	15.48M	624.97K	+100.00%
Mar 31, 2026	BENSLER, LLC	0.64%	845.42K	20.94M	129.31K	+18.06%
Mar 31, 2026	JPMORGAN CHASE & CO	0.46%	606.07K	14.93M	-510.73K	-45.73%
Mar 31, 2026	IFP ADVISORS, INC	0.67%	892.57K	22.11M	32.26K	+3.75%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.68%	898.61K	22.26M	625.56K	+229.10%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.75%	997.47K	24.71M	174.91K	+21.26%
Mar 31, 2026	WAGNER WEALTH MANAGEMENT, LLC	0.78%	1.03M	25.59M	-80.81K	-7.25%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	0.8%	1.06M	26.33M	1.03M	+3,132.64%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.84%	1.12M	27.71M	-125.78K	-10.11%
Mar 31, 2026	TRUIST FINANCIAL CORP	1.43%	1.91M	47.24M	213.55K	+12.61%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	1.83%	2.44M	60.35M	16.18K	+0.67%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.88%	3.83M	94.96M	-122.04K	-3.09%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	4.57%	6.07M	150.42M	-158.02K	-2.54%
Mar 31, 2026	MORGAN STANLEY	6.74%	8.96M	221.9M	621.78K	+7.46%
Mar 31, 2026	LPL FINANCIAL LLC	9.39%	12.48M	309.01M	315K	+2.59%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.38%	510.49K	12.74M	20.57K	+4.20%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.4%	526.31K	13.04M	4.25K	+0.81%
Mar 31, 2026	ETESIAN WEALTH ADVISORS, INC.	0.43%	567.08K	14.05M	3.58K	+0.64%
Mar 31, 2026	COLLABORATIVE WEALTH MANAGMENT INC.	0.43%	567.9K	14.07M	341.03K	+150.32%
Mar 31, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.43%	571.15K	14.15M	-81.59K	-12.50%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.43%	577.81K	14.54M	87.11K	+17.75%
Mar 31, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.44%	580.96K	14.31M	101.2K	+21.09%
Mar 31, 2026	NAVALIGN, LLC	0.45%	598.69K	14.83M	18.66K	+3.22%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.48%	635.77K	15.75M	195.3K	+44.34%
Mar 31, 2026	CAPITAL PERFORMANCE ADVISORS LLP	0.48%	637.19K	15.78M	64.49K	+11.26%
Mar 31, 2026	VISIONARY WEALTH ADVISORS	0.5%	661.36K	16.38M	-14.27K	-2.11%
Mar 31, 2026	GATEWAY WEALTH PARTNERS, LLC	0.52%	690.14K	17.09M	379.01K	+121.81%
Mar 31, 2026	WALKNER CONDON FINANCIAL ADVISORS LLC	0.56%	740.03K	18.33M	71.69K	+10.73%
Mar 31, 2026	COMMONWEALTH FINANCIAL SERVICES, LLC	0.58%	765.62K	18.96M	55.85K	+7.87%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.58%	767.19K	19M	-69.01K	-8.25%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.58%	770.41K	19.08M	11.76K	+1.55%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.08%	1.44M	35.59M	88.52K	+6.57%
Mar 31, 2026	TRILOGY CAPITAL INC.	1.11%	1.48M	36.67M	111.73K	+8.16%
Mar 31, 2026	CSENGE ADVISORY GROUP	1.12%	1.49M	36.91M	31.66K	+2.17%
Mar 31, 2026	EDGEROCK CAPITAL LLC	0.59%	790.54K	19.58M	108.66K	+15.94%
Dec 31, 2025	CYNDEO WEALTH PARTNERS, LLC	0.61%	773.67K	19.47M	32.02K	+4.32%
Dec 31, 2025	IFP ADVISORS, INC	0.68%	860.3K	21.65M	-34.08K	-3.81%
Dec 31, 2025	TRUWEALTH ADVISORS, LLC	0.63%	795.99K	20.04M	63.9K	+8.73%
Dec 31, 2025	BENSLER, LLC	0.56%	716.11K	18.02M	56.25K	+8.52%
Dec 31, 2025	NAVALIGN, LLC	0.46%	580.04K	14.6M	31.3K	+5.70%
Dec 31, 2025	HOLISTIC FINANCIAL PARTNERS	0.37%	472.66K	11.9M	107.79K	+29.54%
Dec 31, 2025	CERITY PARTNERS LLC	0.3%	375.8K	9.46M	-13.3K	-3.42%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.29%	373.98K	9.41M	-48.7K	-11.52%
Dec 31, 2025	MACH-1 FINANCIAL GROUP, LLC	0.29%	372.64K	9.38M	372.64K	+100.00%
Dec 31, 2025	CWM, LLC	0.29%	365.35K	9.2M	187.75K	+105.71%
Dec 31, 2025	BKA WEALTH CONSULTING, INC.	0.28%	361.12K	9.09M	-3.94K	-1.08%
Dec 31, 2025	DARWIN WEALTH MANAGEMENT, LLC	0.28%	359.55K	9.05M	2.77K	+0.78%
Dec 31, 2025	COLONY GROUP, LLC	0.76%	957.59K	24.05M	64.86K	+7.27%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.64%	822.56K	20.7M	46.24K	+5.96%
Dec 31, 2025	MARINER, LLC	0.37%	470.71K	11.85M	8.94K	+1.94%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.35%	440.48K	11.09M	-6.06K	-1.36%
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.34%	434.58K	10.94M	20.1K	+4.85%
Dec 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.33%	414.68K	10.44M	62.68K	+17.81%
Dec 31, 2025	HBW ADVISORY SERVICES LLC	0.31%	396.58K	9.98M	123K	+44.96%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	3.8%	4.83M	121.57M	836.29K	+20.93%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	1.03%	1.3M	32.79M	991.68K	+318.68%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.39%	490.7K	12.35M	44.9K	+10.07%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.39%	489.92K	12.3M	-3.07K	-0.62%
Dec 31, 2025	ETESIAN WEALTH ADVISORS, INC.	0.44%	563.5K	14.18M	14.71K	+2.68%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.44%	562.49K	14.16M	26.68K	+4.98%
Dec 31, 2025	CAPITAL PERFORMANCE ADVISORS LLP	0.45%	572.7K	14.41M	152.74K	+36.37%
Dec 31, 2025	PARK NATIONAL CORP /OH/	0.26%	335.35K	8.44M	-376.84K	-52.91%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.27%	338.28K	8.51M	24.68K	+7.87%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.28%	357.15K	8.99M	357.15K	+100.00%
Dec 31, 2025	CSENGE ADVISORY GROUP	1.14%	1.46M	36.71M	172.87K	+13.45%
Dec 31, 2025	STIFEL FINANCIAL CORP	1.24%	1.58M	39.75M	60.16K	+3.96%
Dec 31, 2025	TRUIST FINANCIAL CORP	1.34%	1.69M	42.63M	106.84K	+6.73%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.53%	1.93M	48.67M	57.53K	+3.07%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.4%	513.57K	12.93M	-27.19K	-5.03%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.41%	522.06K	13.14M	71.59K	+15.89%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.66%	836.2K	21.05M	419.77K	+100.80%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.06%	1.35M	33.93M	3.68K	+0.27%
Dec 31, 2025	TRILOGY CAPITAL INC.	1.08%	1.37M	34.45M	1.37M	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.6%	2.03M	51.1M	78.6K	+4.03%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.89%	2.42M	60.92M	54.13K	+2.29%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.08%	2.64M	66.4M	403.12K	+18.04%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	2.8%	3.56M	89.65M	638.18K	+21.83%
Dec 31, 2025	ROYAL BANK OF CANADA	3%	3.8M	95.65M	149.46K	+4.09%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.12%	3.96M	99.56M	156.47K	+4.12%
Dec 31, 2025	PRASAD WEALTH PARTNERS, LLC	0.3%	380.53K	9.58M	8.57K	+2.30%
Dec 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.51%	652.74K	16.43M	-36.69K	-5.32%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.52%	657.71K	16.56M	107.3K	+19.49%
Dec 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.53%	668.34K	16.82M	131.57K	+24.51%
Dec 31, 2025	VISIONARY WEALTH ADVISORS	0.53%	675.63K	17.01M	43.14K	+6.82%
Dec 31, 2025	EDGEROCK CAPITAL LLC	0.54%	681.88K	17.16M	9.96K	+1.48%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.54%	688.13K	17.32M	643.42K	+1,438.96%
Dec 31, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.56%	709.78K	17.87M	9.77K	+1.40%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.56%	715.21K	18M	34.08K	+5.00%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.6%	755.22K	19.01M	31.58K	+4.36%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.6%	758.65K	19.1M	-203.6K	-21.16%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	4.92%	6.23M	156.82M	286.82K	+4.83%
Dec 31, 2025	MORGAN STANLEY	6.58%	8.34M	209.83M	518.59K	+6.63%
Dec 31, 2025	LPL FINANCIAL LLC	9.57%	12.16M	306.07M	1.51M	+14.17%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.38%	479.76K	12.09M	479.76K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.87%	1.12M	28.11M	-525.73K	-32.01%
Dec 31, 2025	WAGNER WEALTH MANAGEMENT, LLC	0.88%	1.11M	28.04M	45.53K	+4.26%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.98%	1.24M	31.32M	284.5K	+29.64%
Sep 30, 2025	CSENGE ADVISORY GROUP	1.09%	1.29M	32.38M	39.15K	+3.14%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.14%	1.34M	33.86M	129.17K	+10.63%
Sep 30, 2025	HOLISTIC FINANCIAL PARTNERS	0.31%	364.87K	9.19M	12.9K	+3.67%
Sep 30, 2025	BKA WEALTH CONSULTING, INC.	0.31%	365.05K	9.2M	-60.08K	-14.13%
Sep 30, 2025	HOLOS INTEGRATED WEALTH LLC	0.47%	553.04K	13.96M	23.22K	+4.38%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.33%	391.31K	9.86M	-3.15K	-0.80%
Sep 30, 2025	CERITY PARTNERS LLC	0.33%	389.1K	9.8M	-73.42K	-15.87%
Sep 30, 2025	STIFEL FINANCIAL CORP	1.29%	1.52M	38.26M	930.97K	+158.34%
Sep 30, 2025	TRUIST FINANCIAL CORP	1.35%	1.59M	39.97M	-312.2K	-16.44%
Sep 30, 2025	JPMORGAN CHASE & CO	1.4%	1.64M	41.37M	31.96K	+1.98%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.6%	1.88M	47.26M	-331.98K	-15.03%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.66%	1.95M	48.89M	336.7K	+20.85%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.9%	2.23M	56.29M	290.84K	+14.96%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	2.01%	2.37M	59.6M	75.04K	+3.28%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	2.49%	2.92M	73.64M	258.72K	+9.71%
Sep 30, 2025	ROYAL BANK OF CANADA	3.11%	3.65M	91.95M	-424.84K	-10.42%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.23%	3.8M	95.69M	59.71K	+1.60%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	3.4%	4M	100.69M	1.24M	+44.90%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	5.06%	5.94M	149.71M	646.7K	+12.21%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.66%	776.33K	19.55M	-478.93K	-38.15%
Sep 30, 2025	PARK NATIONAL CORP /OH/	0.61%	712.18K	17.94M	-31.39K	-4.22%
Sep 30, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.6%	700.01K	17.63M	7.06K	+1.02%
Sep 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.59%	689.42K	17.37M	-351.76K	-33.78%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.58%	681.13K	17.16M	21.12K	+3.20%
Sep 30, 2025	SPECTRUM WEALTH ADVISORY GROUP, LLC	0.53%	625.73K	15.76M	-57.6K	-8.43%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.47%	550.42K	13.86M	155.15K	+39.25%
Sep 30, 2025	ETESIAN WEALTH ADVISORS, INC.	0.47%	548.79K	13.82M	41.64K	+8.21%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.42%	492.99K	12.5M	22.35K	+4.75%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.38%	446.54K	11.25M	-216.85K	-32.69%
Sep 30, 2025	CYNDEO WEALTH PARTNERS, LLC	0.63%	741.66K	18.68M	-1.79K	-0.24%
Sep 30, 2025	TRUWEALTH ADVISORS, LLC	0.62%	732.09K	18.44M	345	+0.05%
Sep 30, 2025	EDGEROCK CAPITAL LLC	0.57%	671.92K	16.92M	15.53K	+2.37%
Sep 30, 2025	BENSLER, LLC	0.56%	659.86K	16.62M	-297.74K	-31.09%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0.46%	540.75K	13.62M	-101.15K	-15.76%
Sep 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.46%	536.77K	13.52M	69.65K	+14.91%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.46%	535.82K	13.5M	12.91K	+2.47%
Sep 30, 2025	MARINER, LLC	0.39%	461.77K	11.63M	26.46K	+6.08%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.38%	450.46K	11.35M	10.6K	+2.41%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.38%	445.8K	11.23M	59.5K	+15.40%
Sep 30, 2025	REHMANN CAPITAL ADVISORY GROUP	0.36%	428.6K	10.75M	-1.6K	-0.37%
Sep 30, 2025	CAPITAL PERFORMANCE ADVISORS LLP	0.36%	419.96K	10.58M	96.71K	+29.92%
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.35%	414.48K	10.44M	27.17K	+7.01%
Sep 30, 2025	MORGAN STANLEY	6.65%	7.82M	196.92M	620.93K	+8.63%
Sep 30, 2025	LPL FINANCIAL LLC	9.06%	10.65M	268.27M	-466.05K	-4.19%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.34%	395.2K	9.95M	-178.03K	-31.06%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.35%	416.43K	10.49M	54.2K	+14.96%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.36%	422.68K	10.65M	-24.71K	-5.52%
Sep 30, 2025	NAVALIGN, LLC	0.47%	548.74K	13.82M	2.68K	+0.49%
Sep 30, 2025	VISIONARY WEALTH ADVISORS	0.54%	632.49K	15.93M	-6.09K	-0.95%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.62%	723.65K	18.23M	52.85K	+7.88%
Sep 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.24%	280.71K	7.07M	-9.6K	-3.31%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.24%	280.8K	7.07M	5.32K	+1.93%
Sep 30, 2025	MATHER GROUP, LLC.	0.25%	298.94K	7.53M	9.81K	+3.39%
Sep 30, 2025	GOLDSTONE FINANCIAL GROUP, LLC	0.26%	301.93K	7.61M	14.31K	+4.98%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.26%	311.19K	7.84M	-7.98K	-2.50%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.27%	313.6K	7.9M	-11.35K	-3.49%
Sep 30, 2025	CERTIFIED ADVISORY CORP	0.27%	320.02K	8.06M	-30.07K	-8.59%
Sep 30, 2025	PRASAD WEALTH PARTNERS, LLC	0.32%	371.96K	9.37M	41.46K	+12.54%
Sep 30, 2025	XML FINANCIAL, LLC	0.28%	330.12K	8.32M	21.44K	+6.95%
Sep 30, 2025	PFG ADVISORS	0.28%	330.6K	8.33M	41.7K	+14.43%
Sep 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.3%	352K	8.87M	71.43K	+25.46%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.3%	355.78K	8.96M	2.56K	+0.72%
Sep 30, 2025	DARWIN WEALTH MANAGEMENT, LLC	0.3%	356.78K	8.99M	3.1K	+0.88%
Sep 30, 2025	LIVE OAK INVESTMENT PARTNERS	0.3%	357.98K	9.02M	61.38K	+20.69%
Sep 30, 2025	COLONY GROUP, LLC	0.76%	892.73K	22.49M	114.1K	+14.65%
Sep 30, 2025	IFP ADVISORS, INC	0.76%	894.38K	22.53M	-54.22K	-5.72%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.81%	949.16K	23.91M	110.92K	+13.23%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.82%	959.88K	24.18M	-326K	-25.35%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.82%	962.25K	24.24M	26.15K	+2.79%
Sep 30, 2025	WAGNER WEALTH MANAGEMENT, LLC	0.91%	1.07M	26.91M	262.98K	+32.65%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.16%	3.74M	93.07M	-451.94K	-10.78%
Jun 30, 2025	ROYAL BANK OF CANADA	3.45%	4.08M	101.44M	256.15K	+6.71%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	2.25%	2.66M	66.33M	-669.21K	-20.07%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.64%	1.94M	48.38M	-18.82K	-0.96%
Jun 30, 2025	JPMORGAN CHASE & CO	1.36%	1.61M	40.09M	-387.81K	-19.41%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.09%	1.29M	32.01M	-761.93K	-37.21%
Jun 30, 2025	CSENGE ADVISORY GROUP	1.05%	1.25M	30.8M	62.02K	+5.24%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.03%	1.22M	30.25M	-48.15K	-3.81%
Jun 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.88%	1.04M	25.91M	109.88K	+11.80%
Jun 30, 2025	BENSLER, LLC	0.81%	957.61K	23.83M	107.54K	+12.65%
Jun 30, 2025	IFP ADVISORS, INC	0.8%	948.61K	23.61M	113.99K	+13.66%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.79%	936.1K	23.3M	14.08K	+1.53%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.71%	838.24K	20.86M	27.55K	+3.40%
Jun 30, 2025	WAGNER WEALTH MANAGEMENT, LLC	0.68%	805.5K	20.05M	-1.41M	-63.66%
Jun 30, 2025	TRUWEALTH ADVISORS, LLC	0.62%	731.74K	18.21M	778	+0.11%
Jun 30, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.59%	692.95K	17.25M	-21.33K	-2.99%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.57%	670.8K	16.7M	6.16K	+0.93%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.56%	663.39K	16.51M	401.25K	+153.07%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.56%	660K	16.43M	-42.98K	-6.11%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.5%	587.97K	14.63M	6.84K	+1.18%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.48%	573.23K	14.27M	62.83K	+12.31%
Jun 30, 2025	JANE STREET GROUP, LLC	0.48%	571.26K	14.22M	-25.13K	-4.21%
Jun 30, 2025	ETESIAN WEALTH ADVISORS, INC.	0.43%	507.15K	12.62M	50.78K	+11.13%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.38%	447.39K	11.14M	218.57K	+95.52%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.37%	439.86K	10.95M	-32.34K	-6.85%
Jun 30, 2025	MARINER, LLC	0.37%	435.32K	10.84M	-28.29K	-6.10%
Jun 30, 2025	SPECTRUM WEALTH ADVISORY GROUP, LLC	0.58%	683.33K	17.01M	302.46K	+79.41%
Jun 30, 2025	UBS GROUP AG	0.53%	629.16K	15.66M	-8.5M	-93.11%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.4%	470.63K	11.68M	11.57K	+2.52%
Jun 30, 2025	MORGAN STANLEY	6.09%	7.2M	179.13B	-51.65K	-0.71%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.33%	394.46K	9.81M	14.55K	+3.83%
Jun 30, 2025	HBW ADVISORY SERVICES LLC	0.33%	389.31K	12.38M	344.89K	+776.39%
Jun 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.33%	387.32K	9.64M	5.51K	+1.44%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.33%	386.29K	9.61M	-18.35K	-4.53%
Jun 30, 2025	SLATESTONE WEALTH, LLC	0.33%	384.97K	9.58M	-31.22K	-7.50%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.31%	364.68K	9.08M	35.37K	+10.74%
Jun 30, 2025	MACH-1 FINANCIAL GROUP, LLC	0.31%	363.82K	9.06M	47.39K	+14.98%
Jun 30, 2025	CERTIFIED ADVISORY CORP	0.3%	350.09K	8.71M	-8.05K	-2.25%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.37%	1.61M	40.19M	40.23K	+2.55%
Jun 30, 2025	COLONY GROUP, LLC	0.66%	778.63K	19.38M	122.03K	+18.59%
Jun 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.4%	467.12K	11.63M	-22.68K	-4.63%
Jun 30, 2025	EDGEROCK CAPITAL LLC	0.56%	656.39K	16.34M	-26.65K	-3.90%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.54%	641.9K	15.98M	-91.58K	-12.49%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.37%	432.12K	10.76M	-3.74K	-0.86%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.37%	432.08K	10.75M	29.08K	+7.21%
Jun 30, 2025	REHMANN CAPITAL ADVISORY GROUP	0.36%	430.2K	10.71M	-677.97K	-61.18%
Jun 30, 2025	BKA WEALTH CONSULTING, INC.	0.36%	425.13K	10.58M	-12.12K	-2.77%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.31%	362.23K	9.02M	5.69K	+1.60%
Jun 30, 2025	DARWIN WEALTH MANAGEMENT, LLC	0.3%	353.68K	8.8M	-25.83K	-6.81%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.3%	353.22K	8.79M	-94.46K	-21.10%
Jun 30, 2025	HOLISTIC FINANCIAL PARTNERS	0.3%	351.97K	8.76M	132.38K	+60.28%
Jun 30, 2025	VISIONARY WEALTH ADVISORS	0.54%	638.58K	15.89M	58.99K	+10.18%
Jun 30, 2025	NAVALIGN, LLC	0.46%	546.06K	13.59M	-27.87K	-4.86%
Jun 30, 2025	CITADEL ADVISORS LLC	0.64%	756.29K	18.82B	-123.17K	-14.01%
Jun 30, 2025	LPL FINANCIAL LLC	9.4%	11.12M	276.69M	-1.3M	-10.47%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	4.48%	5.3M	131.84M	189.46K	+3.71%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	2.33%	2.76M	68.62M	216.74K	+8.53%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	1.94%	2.29M	57.02M	48.51K	+2.16%
Jun 30, 2025		0.45%	529.82K	13.2M	-6.25K	-1.17%
Jun 30, 2025	TRUIST FINANCIAL CORP	1.61%	1.9M	47.27M	52.11K	+2.82%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.06%	1.26M	31.24M	214.67K	+20.63%
Jun 30, 2025	PARK NATIONAL CORP /OH/	0.63%	743.57K	18.51M	-140.75K	-15.92%
Jun 30, 2025	CYNDEO WEALTH PARTNERS, LLC	0.63%	743.44K	18.5M	7.36K	+1.00%
Jun 30, 2025	HOLOS INTEGRATED WEALTH LLC	0.45%	529.82K	13.2M	-6.25K	-1.17%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.44%	522.9K	13.02M	664	+0.13%
Jun 30, 2025	CERITY PARTNERS LLC	0.39%	462.52K	11.51M	-17.98K	-3.74%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.87%	2.21M	54.96M	-533.47K	-19.46%
Mar 31, 2025	GREAT POINT WEALTH ADVISORS, LLC	0.54%	699.4K	17.31M	146.75K	+26.55%
Mar 31, 2025	LPL FINANCIAL LLC	9.6%	12.42M	307.3M	452.72K	+3.78%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.96%	2.54M	62.91M	-569.77K	-18.32%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.45%	581.12K	14.38M	121.44K	+26.42%
Mar 31, 2025	COLONY GROUP, LLC	0.51%	656.6K	16.25M	-38.44K	-5.53%
Mar 31, 2025	CITADEL ADVISORS LLC	0.68%	879.46K	21.77M	879.46K	+100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.8%	1.04M	25.76M	108.9K	+11.69%
Mar 31, 2025	CSENGE ADVISORY GROUP	0.92%	1.18M	29.16M	10.05K	+0.86%
Mar 31, 2025	MORLING FINANCIAL ADVISORS, LLC	0.98%	1.27M	31.44M	74.11K	+6.20%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.63%	810.69K	20.06M	7.35K	+0.92%
Mar 31, 2025	IFP ADVISORS, INC	0.65%	834.62K	20.66M	-382.2K	-31.41%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.57%	733.48K	18.15M	-51.5K	-6.56%
Mar 31, 2025	VISIONARY WEALTH ADVISORS	0.45%	579.59K	14.34M	180.96K	+45.40%
Mar 31, 2025	JANE STREET GROUP, LLC	0.46%	596.38K	14.76M	537.01K	+904.48%
Mar 31, 2025		0.41%	536.06K	13.27M	25.03K	+4.90%
Mar 31, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.55%	714.28K	17.68M	-13.47K	-1.85%
Mar 31, 2025	CHRISTOPHER J. HASENBERG, INC	1%	1.3M	32.15M	1.15M	+765.54%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.22%	1.57M	38.97M	58.43K	+3.85%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.24%	4.19M	103.74M	-635.67K	-13.17%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.54%	702.99K	17.4M	38.13K	+5.73%
Mar 31, 2025	PARK NATIONAL CORP /OH/	0.68%	884.33K	21.89M	41.32K	+4.90%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.52%	1.96M	48.58M	125.14K	+6.81%
Mar 31, 2025	JPMORGAN CHASE & CO	1.54%	2M	49.46M	219.45K	+12.34%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.58%	2.05M	50.68M	615.9K	+43.01%
Mar 31, 2025	WAGNER WEALTH MANAGEMENT, LLC	1.71%	2.22M	54.85M	158.96K	+7.73%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	1.73%	2.24M	55.5M	100.63K	+4.70%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.12%	2.74M	67.86M	-84.38K	-2.99%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.39%	510.4K	12.63M	428.34K	+521.98%
Mar 31, 2025	CERITY PARTNERS LLC	0.37%	480.5K	11.89M	4.91K	+1.03%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.39%	503.74K	12.47M	20.09K	+4.15%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.4%	522.24K	12.93M	41.83K	+8.71%
Mar 31, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.41%	529.69K	13.11M	110.58K	+26.39%
Mar 31, 2025	NAVALIGN, LLC	0.44%	573.93K	14.2M	29.18K	+5.36%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.51%	664.64K	16.45M	16.68K	+2.57%
Mar 31, 2025	CYNDEO WEALTH PARTNERS, LLC	0.57%	736.09K	18.22M	50.98K	+7.44%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.71%	922.02K	22.82M	11.64K	+1.28%
Mar 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.72%	931.29K	23.05M	329.19K	+54.67%
Mar 31, 2025	REHMANN CAPITAL ADVISORY GROUP	0.86%	1.11M	27.43M	134.27K	+13.79%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.98%	1.26M	31.27M	12.35K	+0.99%
Mar 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.38%	489.8K	12.12M	66.22K	+15.63%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	2.58%	3.33M	82.52M	-641.42K	-16.14%
Mar 31, 2025	TRUWEALTH ADVISORS, LLC	0.57%	730.96K	18.09M	9.43K	+1.31%
Mar 31, 2025	MCCARTHY & COX	0.57%	740.95K	18.34M	397.68K	+115.85%
Mar 31, 2025	BENSLER, LLC	0.66%	850.06K	21.04M	-91.66K	-9.73%
Mar 31, 2025	ROYAL BANK OF CANADA	2.95%	3.82M	94.53M	618.88K	+19.34%
Mar 31, 2025	TRUIST FINANCIAL CORP	1.43%	1.85M	45.71M	-135.38K	-6.83%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	3.95%	5.11M	126.41M	896.26K	+21.28%
Mar 31, 2025	MORGAN STANLEY	5.6%	7.25M	179.41M	15.03K	+0.21%
Mar 31, 2025	UBS GROUP AG	7.06%	9.13M	226.03M	344.43K	+3.92%
Mar 31, 2025	EDGEROCK CAPITAL LLC	0.53%	683.04K	16.91M	-191.94K	-21.94%
Mar 31, 2024	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.37%	340.16K	8.24M	14K	+4.29%
Mar 31, 2024	FIRST PACIFIC FINANCIAL	0.38%	345.58K	8.5M	-2.86K	-0.82%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.4%	368.34K	9.06M	-106.61K	-22.45%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.4%	361K	8.88M	13.18K	+3.79%
Mar 31, 2024	NAVALIGN, LLC	0.51%	473.25K	11.64M	276.9K	+141.02%
Mar 31, 2024	BENSLER, LLC	0.81%	757.38K	18.63M	57.26K	+8.18%
Mar 31, 2024	TRUIST FINANCIAL CORP	1.37%	1.28M	31.43M	238.66K	+22.97%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.62%	1.48M	36.31M	548.38K	+59.12%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	2.28%	2.07M	51.03M	302.26K	+17.06%
Mar 31, 2024	LPL FINANCIAL LLC	7.72%	7.01M	172.52M	1.03M	+17.30%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.38%	341.43K	8.4M	-113.68K	-24.98%
Mar 31, 2024	JPMORGAN CHASE & CO	0.39%	350.31K	8.62M	97.39K	+38.51%
Mar 31, 2024	REGAL INVESTMENT ADVISORS LLC	0.4%	372.8K	9.17M	11.04K	+3.05%
Mar 31, 2024	FINANCIAL FUTURES LTD LIABILITY CO.	0.41%	377.66K	9.29M	40.95K	+12.16%
Mar 31, 2024	MUTUAL ADVISORS, LLC	0.41%	385.73K	9.49M	141.65K	+58.04%
Mar 31, 2024	MARINER, LLC	0.42%	390.01K	9.59M	32.04K	+8.95%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.44%	407.23K	10.02M	80.94K	+24.81%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.45%	408.09K	10.04M	39.53K	+10.73%
Mar 31, 2024	ARKADIOS WEALTH ADVISORS	0.47%	433.2K	10.66M	-4.67K	-1.07%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.5%	455.22K	11.2M	118.16K	+35.05%
Mar 31, 2024	PHILIP JAMES WEALTH MANGEMENT, LLC	0.51%	470.52K	11.57M	20.33K	+4.52%
Mar 31, 2024	GREAT POINT WEALTH ADVISORS, LLC	0.51%	472.24K	11.62M	-310.93K	-39.70%
Mar 31, 2024	DARWIN WEALTH MANAGEMENT, LLC	0.52%	483.84K	11.9M	-19.36K	-3.85%
Mar 31, 2024	WINTRUST INVESTMENTS LLC	0.53%	494.02K	12.15M	93.14K	+23.23%
Mar 31, 2024	SLATESTONE WEALTH, LLC	0.54%	505.93K	12.45M	-859	-0.17%
Mar 31, 2024	TOLLESON WEALTH MANAGEMENT, INC.	0.59%	552.03K	13.58M	-805.5K	-59.34%
Mar 31, 2024	COLONY GROUP, LLC	0.6%	561.04K	13.8M	-424.1K	-43.05%
Mar 31, 2024	JANICZEK WEALTH MANAGEMENT, LLC	0.61%	563.8K	13.87M	7.77K	+1.40%
Mar 31, 2024	REHMANN CAPITAL ADVISORY GROUP	0.61%	563.94K	13.87M	50.87K	+9.92%
Mar 31, 2024	FIRST HEARTLAND CONSULTANTS, INC.	0.63%	589.23K	14.5M	349.21K	+145.48%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.64%	583.52K	14.37M	34.18K	+6.22%
Mar 31, 2024	PARK NATIONAL CORP /OH/	0.64%	598.26K	14.72M	103.72K	+20.97%
Mar 31, 2024	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.65%	600.61K	14.77M	284.29K	+89.88%
Mar 31, 2024	AVANTAX PLANNING PARTNERS, INC.	0.65%	606.67K	14.92M	606.67K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.68%	619.26K	15.23M	155.52K	+33.54%
Mar 31, 2024	CYNDEO WEALTH PARTNERS, LLC	0.68%	635.79K	15.64M	9.54K	+1.52%
Mar 31, 2024	COMMONWEALTH FINANCIAL SERVICES, LLC	0.69%	638.62K	15.8M	-1.75K	-0.27%
Mar 31, 2024	DYNAMIC ADVISOR SOLUTIONS LLC	0.69%	644.44K	15.85M	42.84K	+7.12%
Mar 31, 2024	TRUWEALTH ADVISORS, LLC	0.73%	680.5K	16.74M	14.32K	+2.15%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.81%	750K	18.45M	442.1K	+143.58%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.86%	801.89K	19.73M	-185.44K	-18.78%
Mar 31, 2024	EDGEROCK CAPITAL LLC	0.91%	847.3K	20.84M	7.94K	+0.95%
Mar 31, 2024	VISIONARY WEALTH ADVISORS	1%	931.58K	22.92M	85.27K	+10.07%
Mar 31, 2024	WAGNER WEALTH MANAGEMENT, LLC	1.1%	1.02M	25.14M	1.02M	+52,992.36%
Mar 31, 2024	LARSON FINANCIAL GROUP LLC	1.11%	1.03M	25.37M	-54.53K	-5.02%
Mar 31, 2024	CSENGE ADVISORY GROUP	1.22%	1.13M	27.82M	52.99K	+4.92%
Mar 31, 2024	APOLLON WEALTH MANAGEMENT, LLC	1.23%	1.14M	28.08M	257.56K	+29.13%
Mar 31, 2024	APTUS CAPITAL ADVISORS, LLC	1.25%	1.16M	28.52M	508.91K	+78.22%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.28%	1.19M	29.21M	1.19M	+100.00%
Mar 31, 2024	UBS GROUP AG	8.04%	7.3M	179.64M	2.87M	+64.75%
Mar 31, 2024	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.3%	268.74K	6.61M	43.14K	+19.12%
Mar 31, 2024	WESTERN WEALTH MANAGEMENT, LLC	0.3%	270.99K	6.67M	-12.31K	-4.34%
Mar 31, 2024	SIGMA PLANNING CORP	0.3%	272.67K	6.71M	118.46K	+76.82%
Mar 31, 2024	N.E.W. ADVISORY SERVICES LLC	0.3%	273.43K	6.73M	35.72K	+15.03%
Mar 31, 2024	BLEAKLEY FINANCIAL GROUP, LLC	0.3%	274.64K	6.76M	12.89K	+4.93%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.32%	291.83K	7.17M	129.18K	+79.42%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.32%	292.06K	7.18M	14.23K	+5.12%
Mar 31, 2024	VICUS CAPITAL	0.33%	296.68K	7.3M	16.6K	+5.93%
Mar 31, 2024	SIMPLICITY WEALTH,LLC	0.33%	297.9K	7.33M	297.9K	+100.00%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.36%	327.8K	8.06M	224.87K	+218.47%
Mar 31, 2024	ROYAL BANK OF CANADA	2.67%	2.42M	59.64M	344.84K	+16.58%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.64%	3.31M	81.46M	607.87K	+22.49%
Mar 31, 2024	MORGAN STANLEY	6.25%	5.68M	139.68M	945.85K	+19.99%
Dec 31, 2023	MORGAN STANLEY	5.69%	4.73M	117.07M	1.07M	+29.09%
Dec 31, 2023	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.39%	326.16K	8M	51.97K	+18.95%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.39%	326.29K	8.07M	2.1K	+0.65%
Dec 31, 2023	FINANCIAL FUTURES LTD LIABILITY CO.	0.4%	336.71K	8.33M	20.32K	+6.42%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.4%	337.06K	8.34M	244.86K	+265.58%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.42%	347.82K	8.61M	104.97K	+43.23%
Dec 31, 2023	FIRST PACIFIC FINANCIAL	0.42%	348.44K	8.62M	298.93K	+603.73%
Dec 31, 2023	PITTI GROUP WEALTH MANAGEMENT, LLC	0.42%	348.62K	8.62M	-23.83K	-6.40%
Dec 31, 2023	MARINER, LLC	0.43%	357.97K	8.86M	1.64K	+0.46%
Dec 31, 2023	REGAL INVESTMENT ADVISORS LLC	0.43%	361.77K	8.95M	-5.14K	-1.40%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.44%	368.55K	9.12M	164.98K	+81.04%
Dec 31, 2023	IFP ADVISORS, INC	0.48%	398.67K	9.86M	364.63K	+1,070.88%
Dec 31, 2023	WINTRUST INVESTMENTS LLC	0.48%	400.88K	9.92M	28.08K	+7.53%
Dec 31, 2023	ARKADIOS WEALTH ADVISORS	0.53%	437.88K	10.83M	-5.68K	-1.28%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.55%	455.11K	11.26M	-13.78K	-2.94%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.56%	463.74K	11.47M	19.99K	+4.51%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.57%	474.95K	11.75M	56.97K	+13.63%
Dec 31, 2023	OCTAVIA WEALTH ADVISORS, LLC	0.58%	483.27K	11.96M	11.38K	+2.41%
Dec 31, 2023	PARK NATIONAL CORP /OH/	0.59%	494.54K	12.23M	148.99K	+43.12%
Dec 31, 2023	DARWIN WEALTH MANAGEMENT, LLC	0.6%	503.2K	12.45M	-44.21K	-8.08%
Dec 31, 2023	SLATESTONE WEALTH, LLC	0.61%	506.79K	12.54M	2.85K	+0.57%
Dec 31, 2023	REHMANN CAPITAL ADVISORY GROUP	0.62%	513.07K	12.69M	132.63K	+34.86%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.66%	549.35K	13.58M	-44.17K	-7.44%
Dec 31, 2023	JANICZEK WEALTH MANAGEMENT, LLC	0.67%	556.02K	13.76M	-48.84K	-8.07%
Dec 31, 2023	DYNAMIC ADVISOR SOLUTIONS LLC	0.72%	601.6K	14.78M	80.57K	+15.46%
Dec 31, 2023	CYNDEO WEALTH PARTNERS, LLC	0.75%	626.25K	15.49M	8.28K	+1.34%
Dec 31, 2023	COMMONWEALTH FINANCIAL SERVICES, LLC	0.77%	640.37K	15.84M	204.87K	+47.04%
Dec 31, 2023	APTUS CAPITAL ADVISORS, LLC	0.78%	650.6K	16.1M	-18.6K	-2.78%
Dec 31, 2023	TRUWEALTH ADVISORS, LLC	0.8%	666.18K	16.48M	270.49K	+68.36%
Dec 31, 2023	BENSLER, LLC	0.84%	700.12K	17.32M	36.29K	+5.47%
Dec 31, 2023	GREAT POINT WEALTH ADVISORS, LLC	0.94%	783.17K	19.38M	158.28K	+25.33%
Dec 31, 2023	STRATOS WEALTH ADVISORS, LLC	0.98%	816.22K	20.19M	-225.28K	-21.63%
Dec 31, 2023	EDGEROCK CAPITAL LLC	1.01%	839.37K	20.72M	839.37K	+100.00%
Dec 31, 2023	VISIONARY WEALTH ADVISORS	1.02%	846.31K	20.94M	-230.22K	-21.39%
Dec 31, 2023	APOLLON WEALTH MANAGEMENT, LLC	1.06%	884.04K	21.87M	309.64K	+53.91%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.11%	927.5K	22.95M	-3.2K	-0.34%
Dec 31, 2023		0.54%	450.19K	11.14M	450.19K	+100.00%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	1.19%	987.33K	24.43M	193.53K	+24.38%
Dec 31, 2023	TRUIST FINANCIAL CORP	1.25%	1.04M	25.7M	393.84K	+61.05%
Dec 31, 2023	CSENGE ADVISORY GROUP	1.3%	1.08M	26.67M	27.94K	+2.66%
Dec 31, 2023	LARSON FINANCIAL GROUP LLC	1.3%	1.09M	26.86M	-31.51K	-2.82%
Dec 31, 2023	TOLLESON WEALTH MANAGEMENT, INC.	1.63%	1.36M	33.59M	1.08M	+397.35%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	2.13%	1.77M	43.84M	501.39K	+39.46%
Dec 31, 2023	ROYAL BANK OF CANADA	2.5%	2.08M	51.45M	203.72K	+10.86%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	2.88%	2.39M	59.24M	310.32K	+14.89%
Dec 31, 2023	LPL FINANCIAL LLC	7.18%	5.98M	147.91M	308.07K	+5.43%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.25%	2.7M	66.88M	926.71K	+52.16%
Dec 31, 2023	UBS GROUP AG	5.33%	4.43M	109.66M	2.77M	+166.27%

Frequently Asked Questions