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

Who are the major shareholders selling VictoryShares Free Cash Flow ETF stock?

CETERA INVESTMENT ADVISERS, in the last quarter, reduced its stake in VFLO by -27.22% restricting it's holding to 418.86 thousand shares of worth nearly $19.16M. LANDMARK WEALTH MANAGEMENT, LLC also lessened -4.18% of the VFLO shares from its portfolio, reducing its holding to 431.87 thousand shares of worth $19.76M. BEACON CAPITAL MANAGEMENT, INC. also shunned VFLO shares holding by -11.69% last quarter which brought its holding to 468.27 thousand shares worth $21.42M.

Investors who are buying VFLO stock?

As per its latest 13F filing, MORGAN STANLEY increased its stake in VFLO by 19.24% in the last quarter. The institutional holder raised its holding to 14.97 million shares having worth more than $684.74M. BANK OF AMERICA CORP /DE/ also added 2.43% more shares of VFLO to its portfolio, raising its holding to 16.36 million shares of worth $748.29M. KIRKWOOD FINANCIAL SERVICES also increased its VFLO shares holding by 100% which brought its holding to 387.74 thousand shares worth $17.75M.

VFLO's major insiders: who are they?

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

Did an insider recently sell VFLO stock?

Company executives, directors, and other insiders own N/A percent of VictoryShares Free Cash Flow ETF's stock. Within the last six months, there have been 0 transaction(s) in which VFLO insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased VFLO stock?

There have been 0 transaction(s) during the past 6-months in which VictoryShares Free Cash Flow ETF insiders have bought stock, totalling 0 shares

How much of VFLO does insiders own?

Around 0 VictoryShares Free Cash Flow ETF shares are held by insiders, which represents about N/A of VFLO stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VFLO?

MORGAN STANLEY is the largest institutional owner in VFLO which holds 14.97 million shares worth $684.74M or 9.59% of the total VFLO shares outstanding followed by BANK OF AMERICA CORP /DE/ with ownership of 16.36 million shares representing 10.48% of the VFLO ownership. KIRKWOOD FINANCIAL SERVICES is the third largest stakeholder with 387.74 thousand shares or 0.25% of the ownership worth more than $17.75M.

Is VictoryShares Free Cash Flow 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 VFLO is concerned, it is a stock which is not optionable.

Is there a short position on VFLO's shares?

Number of VFLO 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 VFLO shares are there?

As of today, null shares of VFLO are outstanding.

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

VFLO 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 VFLO is null.

VictoryShares Free Cash Flow ETF (VFLO) 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. MORGAN STANLEY is the top corporate investor, holding 14.97M shares valued at $684.74M. A 9.59% stake in VictoryShares Free Cash Flow ETF is owned by the company. BANK OF AMERICA CORP /DE/ owns 16.36M shares valued at $748.29M, which translates its holding of 10.48% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MORGAN STANLEY	9.59%	14.97M	684.74M	2.41M	+19.24%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	10.48%	16.36M	748.29M	388.53K	+2.43%
Jun 30, 2026	KIRKWOOD FINANCIAL SERVICES	0.25%	387.74K	17.75M	387.74K	+100.00%
Jun 30, 2026	CURRY WEBB WEALTH MANAGEMENT LLC	0.26%	411.38K	18.82M	19.83K	+5.06%
Jun 30, 2026	FINANCIAL ENHANCEMENT GROUP LLC	0.3%	473K	21.64M	4.81K	+1.03%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.27%	417.09K	19.08M	56.78K	+15.76%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.27%	418.86K	19.16M	-156.63K	-27.22%
Jun 30, 2026	LANDMARK WEALTH MANAGEMENT, LLC	0.28%	431.87K	19.76M	-18.84K	-4.18%
Jun 30, 2026	BEACON CAPITAL MANAGEMENT, INC.	0.3%	468.27K	21.42M	-62K	-11.69%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	547.53K	25.05M	17.79K	+3.36%
Jun 30, 2026	MARBLE WEALTH, LLC	0.31%	484.52K	22.17M	18.39K	+3.95%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.33%	510.08K	23.56M	179.79K	+54.43%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.72%	1.12M	51.2M	74.71K	+7.15%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.73%	1.14M	52.08M	30.07K	+2.71%
Jun 30, 2026	GOLDSTEIN ADVISORS, LLC	0.78%	1.22M	55.78M	-321.55K	-20.87%
Jun 30, 2026	KRILOGY FINANCIAL LLC	1.1%	1.71M	78.43M	24.97K	+1.48%
Jun 30, 2026	PARALLEL ADVISORS, LLC	1.12%	1.74M	79.7M	203.62K	+13.24%
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	1.27%	1.98M	90.39M	339.84K	+20.77%
Jun 30, 2026	TRAPHAGEN INVESTMENT ADVISORS LLC	1.39%	2.17M	99.18M	-14.04K	-0.64%
Jun 30, 2026	MIRACLE MILE ADVISORS, LLC	1.46%	2.27M	104.01M	106.83K	+4.93%
Jun 30, 2026	ROYAL BANK OF CANADA	1.55%	2.41M	110.46M	270.92K	+12.64%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.6%	2.49M	114.12M	94.49K	+3.94%
Jun 30, 2026	ALLWORTH FINANCIAL LP	1.6%	2.5M	114.56M	-1.01M	-28.79%
Jun 30, 2026	MODERN WEALTH MANAGEMENT, LLC	1.79%	2.79M	127.6M	426.03K	+18.03%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	1.91%	2.98M	136.49M	-38.71K	-1.28%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	2%	3.12M	142.91M	566.27K	+22.17%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	2.07%	3.22M	147.52M	401.98K	+14.24%
Jun 30, 2026	UBS GROUP AG	2.72%	4.25M	194.44M	646.57K	+17.94%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.38%	587.37K	26.87M	59.22K	+11.21%
Jun 30, 2026	WILKERSON ADVISORY GROUP LLC	0.38%	589.56K	26.97M	4.41K	+0.75%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.39%	611.59K	27.98M	-20.06K	-3.18%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.54%	848.05K	38.81M	9.86K	+1.18%
Jun 30, 2026	MADISON ASSET MANAGEMENT, LLC	0.64%	1M	45.93M	527.14K	+110.58%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.65%	1.01M	46.13M	91.74K	+10.01%
Jun 30, 2026	VICTORY CAPITAL MANAGEMENT INC	3.28%	5.11M	233.84M	100K	+2.00%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	4.11%	6.42M	293.53M	662.44K	+11.51%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.2%	8.12M	371.36M	544.13K	+7.19%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	5.33%	8.32M	380.81M	472.13K	+6.01%
Jun 30, 2026	LPL FINANCIAL LLC	9.02%	14.07M	643.67M	626.72K	+4.66%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.24%	378.78K	17.33M	35.98K	+10.50%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.25%	383.13K	17.53M	65.64K	+20.68%
Jun 30, 2026	ADAPT WEALTH ADVISORS, LLC	0.27%	414.22K	18.95M	-6.28K	-1.49%
Jun 30, 2026	ALLEN CAPITAL GROUP, LLC	0.29%	444.98K	20.36M	15.93K	+3.71%
Jun 30, 2026	ATLAS WEALTH LLC	0.3%	463.24K	21.19M	10.23K	+2.26%
Jun 30, 2026	LEDYARD NATIONAL BANK	0.33%	516.25K	23.62M	42.13K	+8.89%
Jun 30, 2026	SEPIO CAPITAL, LP	0.35%	545.66K	24.96M	3.23K	+0.59%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.57%	888K	40.63M	494.8K	+125.84%
Jun 30, 2026	RVW WEALTH, LLC	0.65%	1.02M	46.59M	17.65K	+1.76%
Jun 30, 2026	STONEX GROUP INC.	0.68%	1.07M	48.75M	8.68K	+0.82%
Jun 30, 2026	KEYSTONE FINANCIAL GROUP	0.71%	1.11M	50.91M	33.18K	+3.07%
Mar 31, 2026	ROYAL BANK OF CANADA	1.37%	2.14M	84.63M	215.54K	+11.18%
Mar 31, 2026	MIRACLE MILE ADVISORS, LLC	1.39%	2.17M	85.54M	-20.01K	-0.92%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	1.51%	2.36M	93.74M	361K	+18.03%
Mar 31, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.22%	340.3K	13.44M	5.82K	+1.74%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.22%	342.79K	13.53M	35.3K	+11.48%
Mar 31, 2026	GOTHAM ASSET MANAGEMENT, LLC	0.23%	365.53K	14.43M	20.46K	+5.93%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.54%	2.4M	94.75M	1.36M	+130.87%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.64%	2.55M	100.82M	357.67K	+16.28%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	1.81%	2.82M	111.43M	186.91K	+7.09%
Mar 31, 2026	LPL FINANCIAL LLC	8.61%	13.44M	530.71M	1.16M	+9.47%
Mar 31, 2026	UBS GROUP AG	2.31%	3.6M	142.26M	385.42K	+11.98%
Mar 31, 2026	ADAPT WEALTH ADVISORS, LLC	0.27%	420.5K	16.6M	1.87K	+0.45%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	1.94%	3.02M	119.31M	44.78K	+1.50%
Mar 31, 2026	ALLWORTH FINANCIAL LP	2.25%	3.52M	138.83M	-32.37K	-0.91%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	10.23%	15.97M	630.4M	1.49M	+10.29%
Mar 31, 2026	CFO4LIFE GROUP, LLC	0.23%	352.7K	13.92M	-3.78K	-1.06%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.26%	412.25K	16.28M	331.56K	+410.91%
Mar 31, 2026	LANDMARK WEALTH MANAGEMENT, LLC	0.29%	450.71K	17.79M	87.08K	+23.95%
Mar 31, 2026	FINANCIAL ENHANCEMENT GROUP LLC	0.3%	468.19K	19.55M	19.55K	+4.36%
Mar 31, 2026	LEDYARD NATIONAL BANK	0.3%	474.12K	18.72M	71.76K	+17.84%
Mar 31, 2026	MADISON ASSET MANAGEMENT, LLC	0.31%	476.72K	18.82M	38.75K	+8.85%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.34%	528.15K	20.85M	77.15K	+17.11%
Mar 31, 2026	ANNEX ADVISORY SERVICES, LLC	0.34%	528.17K	20.85M	-865.88K	-62.11%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.4%	631.65K	24.94M	-3.4K	-0.53%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.54%	838.19K	33.1M	24.94K	+3.07%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.59%	916.64K	36.19M	89.48K	+10.82%
Mar 31, 2026	RVW WEALTH, LLC	0.64%	1M	39.5M	18.63K	+1.90%
Mar 31, 2026	TRAPHAGEN INVESTMENT ADVISORS LLC	1.4%	2.18M	86.14M	-210.22K	-8.79%
Mar 31, 2026	VICTORY CAPITAL MANAGEMENT INC	3.21%	5.01M	197.84M	310K	+6.59%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.23%	360.32K	14.23M	-20.94K	-5.49%
Mar 31, 2026	CURRY WEBB WEALTH MANAGEMENT LLC	0.25%	391.55K	15.46M	47.47K	+13.80%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	1.05%	1.64M	64.58M	150.76K	+10.15%
Mar 31, 2026	KRILOGY FINANCIAL LLC	1.08%	1.69M	69.6M	60.49K	+3.71%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.69%	5.75M	227.15M	726.03K	+14.44%
Mar 31, 2026	ALLEN CAPITAL GROUP, LLC	0.27%	429.05K	16.94M	4.06K	+0.95%
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.15%	228.3K	9.01M	14.63K	+6.85%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.15%	229.34K	9.05M	34.74K	+17.85%
Mar 31, 2026	EXCHANGE TRADED CONCEPTS, LLC	0.15%	234.15K	9.24M	234.15K	+100.00%
Mar 31, 2026	WEIL COMPANY, INC.	0.16%	247.07K	9.75M	8.09K	+3.39%
Mar 31, 2026	ADVANCE CAPITAL MANAGEMENT, INC.	0.16%	248.99K	9.83M	11.11K	+4.67%
Mar 31, 2026	LEGACY FINANCIAL ADVISORS, INC.	0.17%	262.95K	10.38M	262.95K	+100.00%
Mar 31, 2026	HUDOCK, INC.	0.2%	301.69K	11.91M	38.92K	+14.81%
Mar 31, 2026	MARINER, LLC	0.21%	316.36K	12.49M	155.18K	+96.28%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.21%	317.48K	12.53M	21.41K	+7.23%
Mar 31, 2026	SOWA FINANCIAL GROUP, INC.	0.21%	320.9K	12.67M	308.66K	+2,521.74%
Mar 31, 2026	ONEASCENT FINANCIAL SERVICES LLC	0.22%	330.93K	13.06M	134.47K	+68.45%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.25%	393.2K	15.52M	-44.5K	-10.17%
Mar 31, 2026	ATLAS WEALTH LLC	0.29%	453.01K	17.88M	67.87K	+17.62%
Mar 31, 2026	MARBLE WEALTH, LLC	0.3%	466.13K	18.4M	-27.25K	-5.52%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	529.73K	20.91M	-366.42K	-40.89%
Mar 31, 2026	BEACON CAPITAL MANAGEMENT, INC.	0.34%	530.26K	20.93M	99.21K	+23.02%
Mar 31, 2026	WILKERSON ADVISORY GROUP LLC	0.37%	585.15K	23.1M	585.15K	+100.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.67%	1.04M	41.23M	51.36K	+5.17%
Mar 31, 2026	STONEX GROUP INC.	0.68%	1.06M	41.72M	-456	-0.04%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0.99%	1.54M	60.74M	1.43M	+1,319.30%
Mar 31, 2026	GOLDSTEIN ADVISORS, LLC	0.99%	1.54M	60.83M	-543.82K	-26.09%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.85%	7.57M	298.99M	173.13K	+2.34%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	5.03%	7.85M	309.98M	1.62M	+26.10%
Mar 31, 2026	MORGAN STANLEY	8.04%	12.55M	495.56M	620.97K	+5.20%
Mar 31, 2026		0.24%	391.55K	15.46M	47.47K	+13.80%
Mar 31, 2026	SEPIO CAPITAL, LP	0.35%	542.43K	21.42M	264	+0.05%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.37%	575.49K	22.72M	-18.15K	-3.06%
Mar 31, 2026	KEYSTONE FINANCIAL GROUP	0.69%	1.08M	42.63M	32.32K	+3.09%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.71%	1.11M	43.76M	32.36K	+3.01%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.44%	5.03M	197.98M	791.09K	+18.67%
Dec 31, 2025	UBS GROUP AG	2.19%	3.22M	126.72M	144.45K	+4.70%
Dec 31, 2025	ANNEX ADVISORY SERVICES, LLC	0.97%	1.39M	54.9M	-1.42M	-50.49%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.75%	1.08M	42.37M	262.56K	+32.28%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.68%	992.99K	39.1M	158.44K	+18.99%
Dec 31, 2025	SEPIO CAPITAL, LP	0.37%	542.17K	21.35M	3.23K	+0.60%
Dec 31, 2025		0.34%	493.38K	19.43M	493.38K	+100.00%
Dec 31, 2025	ADAPT WEALTH ADVISORS, LLC	0.29%	418.64K	16.49M	21.48K	+5.41%
Dec 31, 2025	LEDYARD NATIONAL BANK	0.28%	402.35K	15.84M	233.69K	+138.55%
Dec 31, 2025	CFO4LIFE GROUP, LLC	0.25%	356.48K	14.04M	-1.88K	-0.52%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.23%	334.48K	13.17M	4.86K	+1.47%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.21%	307.49K	12.11M	11.43K	+3.86%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.21%	296.08K	11.66M	14.26K	+5.06%
Dec 31, 2025	HUDOCK, INC.	0.18%	262.77K	10.35M	9.74K	+3.85%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.17%	241.46K	9.51M	3.01K	+1.26%
Dec 31, 2025	WEIL COMPANY, INC.	0.17%	238.97K	9.41M	8.54K	+3.71%
Dec 31, 2025	ADVANCE CAPITAL MANAGEMENT, INC.	0.17%	237.88K	9.37M	-10.58K	-4.26%
Dec 31, 2025	MAGNOLIA CAPITAL ADVISORS LLC	0.16%	236.76K	9.32M	93.1K	+64.81%
Dec 31, 2025	FINANCIAL DESIGNS CORP	0.16%	226.91K	8.94M	3.94K	+1.77%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.15%	213.68K	8.41M	9.17K	+4.48%
Dec 31, 2025	ATLAS WEALTH LLC	0.27%	385.14K	15.17M	144.97K	+60.36%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.26%	381.25K	15.01M	-16.53K	-4.15%
Dec 31, 2025	LANDMARK WEALTH MANAGEMENT, LLC	0.25%	363.63K	14.32M	-50.97K	-12.29%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.5%	2.2M	86.49M	674.86K	+44.35%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.31%	451.01K	17.76M	341.16K	+310.58%
Dec 31, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.24%	345.07K	13.59M	33.95K	+10.91%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	9.86%	14.48M	570.15M	946.37K	+6.99%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	2.08%	2.98M	117.25M	120.11K	+4.20%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	1.84%	2.64M	103.79M	215.89K	+8.92%
Dec 31, 2025	TRAPHAGEN INVESTMENT ADVISORS LLC	1.67%	2.39M	94.2M	82.79K	+3.59%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	1.53%	2.19M	86.11M	7.64K	+0.35%
Dec 31, 2025	KEYSTONE FINANCIAL GROUP	0.71%	1.05M	41.25M	249.1K	+31.21%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.71%	1.04M	40.94M	-1.05M	-50.33%
Dec 31, 2025	RVW WEALTH, LLC	0.69%	981.99K	38.67M	-8.48K	-0.86%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.63%	896.15K	35.29M	51.57K	+6.11%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.57%	827.15K	32.57M	282.12K	+51.76%
Dec 31, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.56%	802.56K	31.6M	18.11K	+2.31%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.55%	813.25K	32.04M	37.34K	+4.81%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.43%	635.05K	25.01M	-30.79K	-4.62%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.4%	593.64K	23.38M	321.02K	+117.76%
Dec 31, 2025	CORRECT CAPITAL WEALTH MANAGEMENT	0.32%	474.28K	18.68M	-462.46K	-49.37%
Dec 31, 2025	FINANCIAL ENHANCEMENT GROUP LLC	0.31%	448.64K	17.82M	-3.07K	-0.68%
Dec 31, 2025	MADISON ASSET MANAGEMENT, LLC	0.31%	437.97K	17.25M	337.66K	+336.63%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.3%	437.7K	17.24M	-436.6K	-49.94%
Dec 31, 2025	BEACON CAPITAL MANAGEMENT, INC.	0.3%	431.05K	16.97M	-221.8K	-33.97%
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.17%	247.77K	9.76M	6.08K	+2.51%
Dec 31, 2025	GOLDSTEIN ADVISORS, LLC	1.42%	2.08M	82.09M	475.26K	+29.53%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	1.36%	2M	78.84M	307.3K	+18.13%
Dec 31, 2025	LPL FINANCIAL LLC	8.38%	12.28M	483.59M	1.25M	+11.33%
Dec 31, 2025	MORGAN STANLEY	8.13%	11.93M	469.85M	2.16M	+22.08%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.05%	7.4M	291.41M	659.12K	+9.78%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	4.24%	6.23M	245.2M	921.4K	+17.37%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	3.22%	4.7M	185.13M	649.9K	+16.04%
Dec 31, 2025	KICKSTAND VENTURES, LLC.	0.15%	213.55K	8.41M	4.77K	+2.29%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	204.06K	8.22M	27.48K	+15.56%
Dec 31, 2025	ALLWORTH FINANCIAL LP	2.48%	3.55M	139.75M	36.8K	+1.05%
Dec 31, 2025	ALLEN CAPITAL GROUP, LLC	0.29%	424.99K	16.74M	7.39K	+1.77%
Dec 31, 2025	ROYAL BANK OF CANADA	1.31%	1.93M	75.93M	-6.94K	-0.36%
Dec 31, 2025	KRILOGY FINANCIAL LLC	1.14%	1.63M	65.4M	69.94K	+4.49%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	1.01%	1.49M	58.48M	-47.16K	-3.08%
Dec 31, 2025	STONEX GROUP INC.	0.72%	1.06M	41.64M	18.65K	+1.80%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.65%	834.55K	31.3M	-269.24K	-24.39%
Sep 30, 2025	STONEX GROUP INC.	0.8%	1.04M	38.95M	-8.82K	-0.84%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.18%	1.52M	57.08M	525.09K	+52.69%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	1.19%	1.53M	57.46M	95.78K	+6.67%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.62%	2.09M	78.48M	-5.04K	-0.24%
Sep 30, 2025	CORRECT CAPITAL WEALTH MANAGEMENT	0.72%	936.74K	35.13M	-218.51K	-18.91%
Sep 30, 2025	ANNEX ADVISORY SERVICES, LLC	2.18%	2.82M	105.59M	-357.33K	-11.26%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	1.87%	2.42M	90.74M	85.91K	+3.68%
Sep 30, 2025	TRAPHAGEN INVESTMENT ADVISORS LLC	1.79%	2.31M	86.6M	90.14K	+4.06%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	1.31%	1.69M	63.55M	682.13K	+67.37%
Sep 30, 2025	GOLDSTEIN ADVISORS, LLC	1.24%	1.61M	60.35M	26.63K	+1.68%
Sep 30, 2025	ONEASCENT WEALTH MANAGEMENT LLC	0.1%	130.68K	4.9M	-89.95K	-40.77%
Sep 30, 2025	LEGACY CAPITAL GROUP CALIFORNIA, INC.	0.08%	109.61K	4.11M	-1.03K	-0.93%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.08%	105.66K	3.96M	14.52K	+15.93%
Sep 30, 2025	RVW WEALTH, LLC	0.77%	990.47K	37.14M	24.61K	+2.55%
Sep 30, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.61%	784.46K	29.42M	39.6K	+5.32%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.42%	545.03K	20.44M	-25.18K	-4.42%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	1.69%	2.18M	81.71M	-553.93K	-20.27%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	2.21%	2.86M	107.15M	1.19M	+71.73%
Sep 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.24%	311.12K	11.67M	49.07K	+18.73%
Sep 30, 2025	UBS GROUP AG	2.38%	3.07M	115.26M	557.79K	+22.17%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.63%	813.41K	30.5M	-442.24K	-35.22%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.16%	204.51K	7.67M	13.89K	+7.29%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.16%	204.26K	7.66M	-91.94K	-31.04%
Sep 30, 2025	J HAGAN CAPITAL, INC.	0.14%	183.05K	6.86M	-5.07K	-2.69%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	176.58K	6.68M	12.59K	+7.68%
Sep 30, 2025	LEDYARD NATIONAL BANK	0.13%	168.67K	6.33M	-909	-0.54%
Sep 30, 2025	SEPIO CAPITAL, LP	0.42%	538.94K	20.21M	2.42K	+0.45%
Sep 30, 2025	ROYAL BANK OF CANADA	1.5%	1.93M	72.56M	-84.14K	-4.17%
Sep 30, 2025	WEIL COMPANY, INC.	0.18%	230.44K	8.64M	11.09K	+5.06%
Sep 30, 2025	HUNTLEIGH ADVISORS, INC.	0.13%	162.15K	6.08M	3.53K	+2.23%
Sep 30, 2025	GOLDSTONE FINANCIAL GROUP, LLC	0.12%	153.52K	5.76M	19.87K	+14.87%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	10.47%	13.53M	507.45M	912.45K	+7.23%
Sep 30, 2025	LPL FINANCIAL LLC	8.53%	11.03M	413.65M	1.66M	+17.75%
Sep 30, 2025	MORGAN STANLEY	7.56%	9.77M	366.49M	1.64M	+20.20%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.21%	6.74M	252.78M	398.85K	+6.29%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	4.1%	5.31M	198.94M	637.31K	+13.65%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	3.28%	4.24M	158.86M	809.66K	+23.63%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	3.13%	4.05M	151.92M	115K	+2.92%
Sep 30, 2025	ALLWORTH FINANCIAL LP	2.72%	3.51M	131.7M	-3.19M	-47.61%
Sep 30, 2025	MAGNOLIA CAPITAL ADVISORS LLC	0.11%	143.66K	5.39M	143.66K	+100.00%
Sep 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.11%	143.49K	5.38M	-111.69K	-43.77%
Sep 30, 2025	JPMORGAN CHASE & CO	0.11%	141.07K	5.29M	29.14K	+26.03%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.31%	397.78K	14.92M	397.78K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.21%	272.61K	10.22M	19.45K	+7.68%
Sep 30, 2025	KRILOGY FINANCIAL LLC	1.21%	1.56M	58.78M	314.13K	+25.24%
Sep 30, 2025	FINANCIAL DESIGNS CORP	0.17%	222.97K	8.43M	8.95K	+4.18%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.25%	329.63K	12.36M	127.05K	+62.72%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.23%	296.06K	11.1M	5.01K	+1.72%
Sep 30, 2025	CFO4LIFE GROUP, LLC	0.28%	358.35K	13.44M	7.97K	+2.27%
Sep 30, 2025	ADAPT WEALTH ADVISORS, LLC	0.31%	397.16K	14.89M	13.21K	+3.44%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.65%	844.59K	31.67M	-274.32K	-24.52%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.68%	874.3K	32.79M	874.3K	+100.00%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.18%	238.45K	8.94M	64	+0.03%
Sep 30, 2025	ATLAS WEALTH LLC	0.19%	240.17K	9.01M	230.86K	+2,478.33%
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.19%	241.69K	9.06M	8.3K	+3.55%
Sep 30, 2025	ADVANCE CAPITAL MANAGEMENT, INC.	0.19%	248.46K	9.32M	25.82K	+11.60%
Sep 30, 2025	HUDOCK, INC.	0.2%	253.04K	9.49M	253.04K	+100.00%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.22%	281.82K	10.57M	-140.97K	-33.34%
Sep 30, 2025	LANDMARK WEALTH MANAGEMENT, LLC	0.32%	414.6K	15.55M	1.01K	+0.24%
Sep 30, 2025	ALLEN CAPITAL GROUP, LLC	0.32%	417.6K	15.66M	2.68K	+0.65%
Sep 30, 2025	FINANCIAL ENHANCEMENT GROUP LLC	0.35%	451.7K	17.16M	2.21K	+0.49%
Sep 30, 2025	BEACON CAPITAL MANAGEMENT, INC.	0.5%	652.86K	24.48M	652.86K	+100.00%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.52%	665.84K	24.97M	-34.77K	-4.96%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.6%	775.91K	29.05M	-53.38K	-6.44%
Sep 30, 2025	KEYSTONE FINANCIAL GROUP	0.62%	798.27K	29.94M	20.39K	+2.62%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	2.3%	2.73M	96.61M	132.73K	+5.10%
Jun 30, 2025	SEPIO CAPITAL, LP	0.45%	536.52K	18.97M	21.15K	+4.10%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.7%	829.29K	29.32M	118.89K	+16.74%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.59%	700.61K	24.77M	229.63K	+48.76%
Jun 30, 2025	KEYSTONE FINANCIAL GROUP	0.65%	777.88K	27.5M	56.68K	+7.86%
Jun 30, 2025		0.13%	158.62K	5.61M	12.27K	+8.38%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	163.98K	5.87M	8.7K	+5.60%
Jun 30, 2025	LEDYARD NATIONAL BANK	0.14%	169.58K	5.99M	-12.75K	-6.99%
Jun 30, 2025	LIFESTYLE ASSET MANAGEMENT, INC.	0.17%	196.86K	6.96M	9.54K	+5.09%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.17%	202.58K	7.16M	19.05K	+10.38%
Jun 30, 2025	FINANCIAL DESIGNS CORP	0.18%	214.02K	7.57M	-29K	-11.93%
Jun 30, 2025	WEIL COMPANY, INC.	0.18%	219.35K	7.75M	219.35K	+100.00%
Jun 30, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.14%	170.95K	6.04M	-49.47K	-22.44%
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.16%	190.61K	6.74M	-160	-0.08%
Jun 30, 2025	ONEASCENT WEALTH MANAGEMENT LLC	0.19%	220.64K	7.8M	-24	-0.01%
Jun 30, 2025	DUNCAN WILLIAMS ASSET MANAGEMENT, LLC	0.19%	221.5K	7.83M	221.5K	+100.00%
Jun 30, 2025	KICKSTAND VENTURES, LLC.	0.19%	221.5K	7.83M	221.5K	+100.00%
Jun 30, 2025	ADVANCE CAPITAL MANAGEMENT, INC.	0.19%	222.64K	7.87M	-4.4K	-1.94%
Jun 30, 2025	CFO4LIFE GROUP, LLC	0.29%	350.39K	12.39M	26.89K	+8.31%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.3%	359.15K	12.7M	196.29K	+120.53%
Jun 30, 2025	ADAPT WEALTH ADVISORS, LLC	0.32%	383.95K	13.57M	20.28K	+5.58%
Jun 30, 2025	FINANCIAL ENHANCEMENT GROUP LLC	0.38%	449.5K	16.11M	-20.6K	-4.38%
Jun 30, 2025	ASTOR INVESTMENT MANAGEMENT LLC	0.4%	479.58K	16.95M	-25.78K	-5.10%
Jun 30, 2025	STRATEGIC PLANNING GROUP, LLC	0.42%	497.27K	17.58M	-15.87K	-3.09%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.48%	570.21K	20.16M	-617.53K	-51.99%
Jun 30, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.63%	744.86K	26.33M	275.24K	+58.61%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.85%	1.01M	35.79M	1.01M	+100.00%
Jun 30, 2025	CORRECT CAPITAL WEALTH MANAGEMENT	0.97%	1.16M	40.84M	-175.15K	-13.17%
Jun 30, 2025	KRILOGY FINANCIAL LLC	1.05%	1.24M	44M	106.43K	+9.35%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	1.21%	1.44M	50.78M	-9.45K	-0.65%
Jun 30, 2025	ANNEX ADVISORY SERVICES, LLC	2.67%	3.17M	112.17M	834.48K	+35.68%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.88%	3.43M	121.13M	929.6K	+37.23%
Jun 30, 2025	ALLWORTH FINANCIAL LP	5.64%	6.7M	236.99M	131.11K	+1.99%
Jun 30, 2025	MORGAN STANLEY	6.84%	8.13M	287.41M	2.51M	+44.62%
Jun 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.2%	233.4K	8.25M	2.25K	+0.97%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.2%	238.38K	8.43M	-2.82K	-1.17%
Jun 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.21%	255.18K	9.06M	-380	-0.15%
Jun 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.22%	262.05K	9.26M	262.05K	+100.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.24%	291.06K	10.29M	186.58K	+178.59%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.25%	296.19K	10.47M	-57.17K	-16.18%
Jun 30, 2025	RVW WEALTH, LLC	0.81%	965.86K	34.14M	165.49K	+20.68%
Jun 30, 2025	STONEX GROUP INC.	0.88%	1.05M	37.03M	34.73K	+3.43%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	1.96%	2.33M	82.5M	2.33M	+100.00%
Jun 30, 2025	SMITH ANGLIN FINANCIAL, LLC	2.29%	2.72M	96.18M	154.91K	+6.04%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.34%	6.34M	224.19M	791.17K	+14.25%
Jun 30, 2025	ALLEN CAPITAL GROUP, LLC	0.35%	414.92K	14.67M	20.98K	+5.33%
Jun 30, 2025	LANDMARK WEALTH MANAGEMENT, LLC	0.35%	413.59K	14.62M	7.13K	+1.75%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.21%	253.16K	8.95M	-6.34K	-2.44%
Jun 30, 2025	WBI INVESTMENTS, INC.	0.2%	243.06K	8.59M	-5.35K	-2.15%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.36%	422.79K	14.95M	102.16K	+31.86%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	10.62%	12.62M	446.1M	2.87M	+29.50%
Jun 30, 2025	LPL FINANCIAL LLC	7.88%	9.37M	331.14M	1.73M	+22.68%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.31%	368.67K	13.03M	259.2K	+236.78%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	3.93%	4.67M	165.01M	1.42M	+43.57%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	3.31%	3.94M	139.15M	330K	+9.15%
Jun 30, 2025	UBS GROUP AG	2.12%	2.52M	88.93M	671.48K	+36.41%
Jun 30, 2025	TRAPHAGEN INVESTMENT ADVISORS LLC	1.87%	2.22M	78.44M	119.97K	+5.72%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.77%	2.1M	74.13M	45.71K	+2.23%
Jun 30, 2025	ROYAL BANK OF CANADA	1.7%	2.02M	71.38M	238.55K	+13.40%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	1.4%	1.66M	58.81M	1.6M	+2,671.68%
Jun 30, 2025	GOLDSTEIN ADVISORS, LLC	1.33%	1.58M	55.95M	383.96K	+32.03%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.94%	1.12M	39.55M	247.13K	+28.35%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.93%	1.1M	39.02M	80.75K	+7.89%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.84%	996.58K	35.23M	996.58K	+100.00%
Mar 31, 2025	ALLEN CAPITAL GROUP, LLC	0.38%	393.94K	13.5M	36.22K	+10.12%
Mar 31, 2025	ADAPT WEALTH ADVISORS, LLC	0.35%	363.67K	12.47M	32.25K	+9.73%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.34%	353.36K	12.11M	144.99K	+69.58%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.25%	259.5K	8.9M	35.3K	+15.74%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.23%	241.21K	8.27M	241.21K	+100.00%
Mar 31, 2025	WBI INVESTMENTS, INC.	0.24%	248.41K	8.52M	-18.86K	-7.06%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.35%	5.55M	190.28M	2.06M	+58.87%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	3.48%	3.61M	123.62M	1.19M	+49.01%
Mar 31, 2025	STONEX GROUP INC.	0.98%	1.01M	34.71M	13.89K	+1.39%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.84%	871.78K	29.89M	560.68K	+180.22%
Mar 31, 2025	RVW WEALTH, LLC	0.77%	800.37K	27.44M	626.26K	+359.70%
Mar 31, 2025	KEYSTONE FINANCIAL GROUP	0.7%	721.2K	24.72M	196.42K	+37.43%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.69%	710.4K	24.36M	364.02K	+105.09%
Mar 31, 2025	SEPIO CAPITAL, LP	0.5%	515.37K	17.67M	283.2K	+121.98%
Mar 31, 2025	STRATEGIC PLANNING GROUP, LLC	0.49%	513.14K	17.59M	-19.44K	-3.65%
Mar 31, 2025	ASTOR INVESTMENT MANAGEMENT LLC	0.49%	505.36K	17.32M	121.79K	+31.75%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.45%	470.98K	16.15M	470.98K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	1.72%	1.78M	61.04M	1.16M	+188.48%
Mar 31, 2025	GOLDSTEIN ADVISORS, LLC	1.16%	1.2M	41.09M	1.2M	+100.00%
Mar 31, 2025	CFO4LIFE GROUP, LLC	0.31%	323.49K	11.09M	323.49K	+100.00%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.31%	320.63K	10.99M	92.52K	+40.56%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	9.4%	9.75M	334.06M	5.73M	+142.42%
Mar 31, 2025	TRAPHAGEN INVESTMENT ADVISORS LLC	2.02%	2.1M	71.96M	439.32K	+26.47%
Mar 31, 2025	ANNEX ADVISORY SERVICES, LLC	2.26%	2.34M	80.17M	-297.8K	-11.30%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.41%	2.5M	85.6M	1.43M	+133.07%
Mar 31, 2025	SMITH ANGLIN FINANCIAL, LLC	2.47%	2.57M	87.96M	2.51M	+4,181.96%
Mar 31, 2025	MIRACLE MILE ADVISORS, LLC	2.51%	2.6M	89.13M	-13.22K	-0.51%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	3.14%	3.25M	111.46M	2.29M	+237.46%
Mar 31, 2025	MORGAN STANLEY	5.42%	5.62M	192.72M	4.47M	+386.50%
Mar 31, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.21%	220.43K	7.56M	62.97K	+39.99%
Mar 31, 2025	ONEASCENT WEALTH MANAGEMENT LLC	0.21%	220.66K	7.56M	220.66K	+100.00%
Mar 31, 2025	UBS GROUP AG	1.78%	1.84M	63.22M	1.07M	+136.89%
Mar 31, 2025	JANE STREET GROUP, LLC	0.26%	273.49K	9.38M	219.82K	+409.55%
Mar 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.22%	231.15K	7.92M	9.4K	+4.24%
Mar 31, 2025	ADVANCE CAPITAL MANAGEMENT, INC.	0.22%	227.04K	7.78M	227.04K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	7.37%	7.64M	261.76M	3.52M	+85.57%
Mar 31, 2025	ALLWORTH FINANCIAL LP	6.34%	6.57M	215.99M	6.57M	+505,519.92%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	1.15%	1.19M	40.72M	797.56K	+204.41%
Mar 31, 2025	KRILOGY FINANCIAL LLC	1.1%	1.14M	39.02M	178.84K	+18.64%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.99%	1.02M	35.07M	329.43K	+47.49%
Mar 31, 2025	PROCYON ADVISORS, LLC	0.26%	269.06K	9.22M	269.06K	+100.00%
Mar 31, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.45%	469.61K	16.1M	16.24K	+3.58%
Mar 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.25%	255.56K	8.76M	255.56K	+100.00%
Mar 31, 2025	FINANCIAL DESIGNS CORP	0.23%	243.02K	8.33M	3.62K	+1.51%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.98%	2.05M	70.35M	181.07K	+9.68%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.45%	470.98K	16.15M	470.98K	+100.00%
Mar 31, 2025	FINANCIAL ENHANCEMENT GROUP LLC	0.45%	470.09K	15M	-5.58K	-1.17%
Mar 31, 2025	LANDMARK WEALTH MANAGEMENT, LLC	0.39%	406.46K	13.93M	31.77K	+8.48%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	1.39%	1.45M	49.57M	340.46K	+30.80%
Mar 31, 2025	CORRECT CAPITAL WEALTH MANAGEMENT	1.28%	1.33M	45.61M	-24.23K	-1.79%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.38%	390.8K	13.4M	390.8K	+100.00%

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