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

Who are the major shareholders selling First Trust WCM International Equity ETF stock?

BERGER FINANCIAL GROUP, INC, in the last quarter, reduced its stake in WCMI by -0.06% restricting it's holding to 785.43 thousand shares of worth nearly $15.37M. MARINER, LLC also lessened -32.26% of the WCMI shares from its portfolio, reducing its holding to 714.66 thousand shares of worth $13.99M. PRISM ADVISORS, INC. also shunned WCMI shares holding by -9.22% last quarter which brought its holding to 1.04 million shares worth $20.32M.

Investors who are buying WCMI stock?

As per its latest 13F filing, CAPITAL INVESTMENT COUNSEL, LLC increased its stake in WCMI by 0.38% in the last quarter. The institutional holder raised its holding to 587.42 thousand shares having worth more than $11.50M. CULLEN/FROST BANKERS, INC. also added 25.95% more shares of WCMI to its portfolio, raising its holding to 410.59 thousand shares of worth $8.04M. INTEGRATED WEALTH CONCEPTS LLC also increased its WCMI shares holding by 100% which brought its holding to 478.67 thousand shares worth $9.37M.

WCMI's major insiders: who are they?

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

Did an insider recently sell WCMI stock?

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

Which insider recently purchased WCMI stock?

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

How much of WCMI does insiders own?

Around 0 First Trust WCM International Equity ETF shares are held by insiders, which represents about N/A of WCMI stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in WCMI?

CAPITAL INVESTMENT COUNSEL, LLC is the largest institutional owner in WCMI which holds 587.42 thousand shares worth $11.50M or 0.63% of the total WCMI shares outstanding followed by CULLEN/FROST BANKERS, INC. with ownership of 410.59 thousand shares representing 0.44% of the WCMI ownership. INTEGRATED WEALTH CONCEPTS LLC is the third largest stakeholder with 478.67 thousand shares or 1.37% of the ownership worth more than $9.37M.

Is First Trust WCM International Equity 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 WCMI is concerned, it is a stock which is not optionable.

Is there a short position on WCMI's shares?

Number of WCMI 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 WCMI shares are there?

As of today, null shares of WCMI are outstanding.

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

WCMI 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 WCMI is null.

First Trust WCM International Equity ETF (WCMI) 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. CAPITAL INVESTMENT COUNSEL, LLC is the top corporate investor, holding 587.42K shares valued at $11.50M. A 0.63% stake in First Trust WCM International Equity ETF is owned by the company. CULLEN/FROST BANKERS, INC. owns 410.59K shares valued at $8.04M, which translates its holding of 0.44% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CAPITAL INVESTMENT COUNSEL, LLC	0.63%	587.42K	11.5M	2.24K	+0.38%
Jun 30, 2026	CULLEN/FROST BANKERS, INC.	0.44%	410.59K	8.04M	84.59K	+25.95%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	1.37%	478.67K	9.37M	478.67K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.81%	758.48K	14.84M	179.18K	+30.93%
Jun 30, 2026	BERGER FINANCIAL GROUP, INC	0.84%	785.43K	15.37M	-499	-0.06%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.89%	829.63K	16.24M	308.16K	+59.10%
Jun 30, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	1.23%	1.15M	22.44M	379.58K	+49.47%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.72%	669.76K	13.11M	95.51K	+16.63%
Jun 30, 2026	MORGAN STANLEY	0.76%	711.56K	13.93M	710.91K	+110,562.05%
Jun 30, 2026	MARINER, LLC	0.76%	714.66K	13.99M	-340.4K	-32.26%
Jun 30, 2026	COMMONWEALTH FINANCIAL SERVICES, LLC	0.97%	911.28K	17.83M	318.14K	+53.64%
Jun 30, 2026	PRISM ADVISORS, INC.	1.11%	1.04M	20.32M	-105.48K	-9.22%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	1.19%	1.11M	21.78M	62.17K	+5.92%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.26%	1.18M	23.01M	183.05K	+18.43%
Jun 30, 2026	FERGUSON SHAPIRO LLC	1.28%	1.2M	23.5M	-12.64K	-1.04%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.34%	1.25M	24.57M	380.67K	+43.65%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.67%	1.56M	30.62M	230.23K	+17.25%
Jun 30, 2026	ROYAL BANK OF CANADA	2.51%	2.35M	45.93M	-97.98K	-4.01%
Jun 30, 2026	PRIVATE WEALTH ASSET MANAGEMENT, LLC	0.67%	235.01K	4.61M	17.62K	+8.11%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.68%	236.53K	4.63M	12.9K	+5.77%
Jun 30, 2026	PHILIP JAMES WEALTH MANGEMENT, LLC	0.75%	262.05K	5.13M	-20.22K	-7.16%
Jun 30, 2026	LAKERIDGE WEALTH MANAGEMENT LLC	0.79%	277.75K	5.44M	277.75K	+100.00%
Jun 30, 2026	HOBART PRIVATE CAPITAL, LLC	0.84%	294K	5.75M	294K	+100.00%
Jun 30, 2026		0.86%	301.67K	5.9M	-19.72K	-6.14%
Jun 30, 2026	VESTGEN ADVISORS, LLC	0.51%	476.04K	9.32M	265.29K	+125.88%
Jun 30, 2026	MIDWEST FINANCIAL GROUP LLC	0.4%	139.58K	2.73M	139.58K	+100.00%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	1.71%	1.6M	31.3M	150.8K	+10.41%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	2.9%	2.71M	53.08M	136.36K	+5.29%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	3.04%	2.85M	55.77M	111.88K	+4.09%
Jun 30, 2026	MIRACLE MILE ADVISORS, LLC	4.56%	4.27M	83.58M	4.27M	+100.00%
Jun 30, 2026	FIDUCIARY TRUST CO	4.81%	4.5M	88.08M	809.25K	+21.92%
Jun 30, 2026	LPL FINANCIAL LLC	7.79%	7.3M	142.79M	1.25M	+20.75%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.44%	410.93K	8.04M	-2.48K	-0.60%
Jun 30, 2026	UBS GROUP AG	0.5%	466.76K	9.13M	466.74K	+1,728,648.15%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.48%	168.58K	3.3M	-104.05K	-38.16%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.39%	363.21K	7.11M	363.21K	+100.00%
Jun 30, 2026	UNITING WEALTH PARTNERS, LLC	0.39%	366.93K	7.18M	100.67K	+37.81%
Jun 30, 2026	MACH-1 FINANCIAL GROUP, LLC	0.47%	436.18K	8.54M	-41.16K	-8.62%
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	0.49%	454.9K	8.9M	257.42K	+130.36%
Jun 30, 2026	JANE STREET GROUP, LLC	0.49%	461.31K	9.03M	439.69K	+2,033.43%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.56%	528.49K	10.34M	237.42K	+81.57%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.58%	546.4K	10.69M	20.64K	+3.93%
Jun 30, 2026	KOSHINSKI ASSET MANAGEMENT, INC.	2.16%	2.02M	39.57M	133.25K	+7.06%
Jun 30, 2026	CHRIS BULMAN INC	0.33%	306.39K	6M	18.62K	+6.47%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.33%	310.51K	6.08M	20.86K	+7.20%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.34%	322.88K	6.32M	3.92K	+1.23%
Jun 30, 2026	MERIDIAN WEALTH MANAGEMENT, LLC	0.36%	337.01K	6.6M	-1.98K	-0.58%
Jun 30, 2026	EVERGREEN WEALTH SOLUTIONS, LLC	0.42%	396.91K	7.96M	-1.15M	-74.40%
Jun 30, 2026	OXFORD WEALTH GROUP, LLC	0.46%	426.64K	8.35M	75.28K	+21.43%
Jun 30, 2026	ATLANTA CONSULTING GROUP ADVISORS, LLC	0.46%	433.21K	8.48M	433.21K	+100.00%
Jun 30, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0.56%	525.64K	10.29M	36.97K	+7.57%
Jun 30, 2026	IFP ADVISORS, INC	0.66%	617.65K	12.09M	14.45K	+2.39%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.9%	838.74K	16.41M	109.82K	+15.07%
Jun 30, 2026	NEWEDGE WEALTH, LLC	0.9%	845.81K	16.55M	-74.52K	-8.10%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.98%	921.68K	18.04M	857.04K	+1,325.83%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	5.09%	4.77M	93.32M	1.11M	+30.20%
Jun 30, 2026	PARALLEL ADVISORS, LLC	0.86%	807.74K	15.81M	63.14K	+8.48%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.62%	581.37K	11.38M	25.18K	+4.53%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.49%	521.47K	8.74M	174.56K	+50.32%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.64%	574.25K	9.63M	16.93K	+3.04%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	3%	1.05M	17.62M	423.83K	+67.63%
Mar 31, 2026	MARINER, LLC	3.02%	1.06M	17.69M	454.03K	+75.54%
Mar 31, 2026	CARTESIAN GROWTH CORP	0.44%	153.37K	2.57M	16.79K	+12.30%
Mar 31, 2026	FIRST NATIONAL TRUST CO	0.45%	158.33K	2.66M	-267.5K	-62.82%
Mar 31, 2026	DAYMARK WEALTH PARTNERS, LLC	0.46%	161.11K	2.7M	15.35K	+10.53%
Mar 31, 2026	MGO ONE SEVEN LLC	0.56%	197.25K	3.31M	117.7K	+147.97%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.56%	197.47K	3.31M	197.47K	+100.00%
Mar 31, 2026	LINCOLN CAPITAL CORP	0.57%	200.18K	3.36M	200.18K	+100.00%
Mar 31, 2026	VESTGEN ADVISORS, LLC	0.6%	210.75K	3.91M	210.75K	+100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	4.14%	1.45M	24.29M	1.01M	+229.04%
Mar 31, 2026	CWM, LLC	4.4%	1.54M	25.83M	186.35K	+13.76%
Mar 31, 2026	KOSHINSKI ASSET MANAGEMENT, INC.	5.4%	1.89M	31.67M	319.23K	+20.34%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	7.82%	2.74M	45.91M	285.54K	+11.64%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	10.47%	3.66M	61.41M	426.67K	+13.19%
Mar 31, 2026	LPL FINANCIAL LLC	17.27%	6.04M	101.34M	2.4M	+65.86%
Mar 31, 2026	CHRIS BULMAN INC	0.82%	287.77K	4.83M	287.77K	+100.00%
Mar 31, 2026	IFP ADVISORS, INC	1.72%	603.2K	10.12M	-14.81K	-2.40%
Mar 31, 2026	STIFEL FINANCIAL CORP	2.08%	728.93K	12.22M	103.18K	+16.49%
Mar 31, 2026	PRISM ADVISORS, INC.	3.27%	1.14M	19.18M	5.86K	+0.51%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	3.81%	1.33M	22.38M	1.04M	+351.68%
Mar 31, 2026	PRIVATE WEALTH ASSET MANAGEMENT, LLC	0.62%	217.39K	3.65M	94.05K	+76.25%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.64%	223.63K	3.75M	223.63K	+100.00%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.67%	233.27K	3.91M	2.64K	+1.14%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.69%	241.56K	4.05M	241.56K	+100.00%
Mar 31, 2026	UNITING WEALTH PARTNERS, LLC	0.76%	266.26K	4.47M	266.26K	+100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.78%	272.62K	4.64M	110.97K	+68.64%
Mar 31, 2026	PHILIP JAMES WEALTH MANGEMENT, LLC	0.81%	282.27K	4.73M	-117.14K	-29.33%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.83%	289.65K	4.86M	88.73K	+44.17%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.83%	291.07K	4.88M	221.23K	+316.78%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.91%	318.97K	5.35M	1.43K	+0.45%
Mar 31, 2026		0.92%	321.39K	5.39M	321.39K	+100.00%
Mar 31, 2026	CULLEN/FROST BANKERS, INC.	0.93%	326K	5.47M	323.11K	+11,180.17%
Mar 31, 2026	MERIDIAN WEALTH MANAGEMENT, LLC	0.97%	338.99K	5.68M	14.79K	+4.56%
Mar 31, 2026	OXFORD WEALTH GROUP, LLC	1%	351.36K	5.89M	351.36K	+100.00%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	1.15%	402.72K	6.75M	-11.08K	-2.68%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	1.18%	413.41K	6.93M	398.7K	+2,708.89%
Mar 31, 2026	PARALLEL ADVISORS, LLC	2.13%	744.6K	12.49M	738.47K	+12,042.82%
Mar 31, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	2.19%	767.26K	12.87M	-3.65K	-0.47%
Mar 31, 2026	BERGER FINANCIAL GROUP, INC	2.25%	785.93K	13.18M	785.93K	+100.00%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.49%	872.13K	14.78M	-305.33K	-25.93%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	2.59%	905.63K	15.19M	892.98K	+7,062.50%
Mar 31, 2026	NEWEDGE WEALTH, LLC	2.63%	920.33K	15.43M	-41.17K	-4.28%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	2.84%	992.96K	16.65M	290.85K	+41.43%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	7.36%	2.58M	43.2M	373.72K	+16.97%
Mar 31, 2026	FERGUSON SHAPIRO LLC	3.47%	1.21M	20.35M	461.23K	+61.32%
Mar 31, 2026	EVERGREEN WEALTH SOLUTIONS, LLC	4.43%	1.55M	26M	15.65K	+1.02%
Mar 31, 2026	ROYAL BANK OF CANADA	6.99%	2.45M	41M	1.29M	+111.08%
Mar 31, 2026	FIDUCIARY TRUST CO	10.55%	3.69M	61.91M	938K	+34.07%
Mar 31, 2026	COMMONWEALTH FINANCIAL SERVICES, LLC	1.7%	593.14K	9.95M	48.17K	+8.84%
Mar 31, 2026	AXXCESS WEALTH MANAGEMENT, LLC	1.4%	488.67K	8.19M	35.43K	+7.82%
Mar 31, 2026	MACH-1 FINANCIAL GROUP, LLC	1.36%	477.33K	8M	477.33K	+100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.5%	525.76K	8.82M	57.39K	+12.25%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	1.59%	556.19K	9.33M	20.34K	+3.80%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.66%	579.29K	9.71M	-18.69K	-3.13%
Mar 31, 2026	CAPITAL INVESTMENT COUNSEL, LLC	1.67%	585.18K	9.81M	28.05K	+5.03%
Dec 31, 2025	PHILIP JAMES WEALTH MANGEMENT, LLC	1.14%	399.41K	6.79M	1.51K	+0.38%
Dec 31, 2025	ROYAL BANK OF CANADA	3.31%	1.16M	19.7M	409.23K	+54.63%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	1.3%	453.24K	7.71M	29.32K	+6.92%
Dec 31, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.93%	324.2K	5.51M	77.2K	+31.25%
Dec 31, 2025	CAMBRIDGE ADVISORS INC.	0.2%	68.75K	1.17M	5.53K	+8.74%
Dec 31, 2025		0.19%	68.13K	1.18B	68.13K	+100.00%
Dec 31, 2025	HBW ADVISORY SERVICES LLC	0.19%	65.06K	1.11M	3.78K	+6.16%
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.19%	65K	1.11M	-2.5K	-3.70%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.26%	440.19K	7.49M	58.06K	+15.19%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	6.29%	2.2M	37.46M	56.99K	+2.66%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.57%	200.91K	3.42M	9.52K	+4.97%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.42%	146.95K	2.5M	1.49K	+1.02%
Dec 31, 2025	DAYMARK WEALTH PARTNERS, LLC	0.42%	145.76K	2.48M	36.94K	+33.95%
Dec 31, 2025	CARTESIAN GROWTH CORP	0.39%	136.58K	2.32M	136.58K	+100.00%
Dec 31, 2025	SYMPHONY FINANCIAL, LTD. CO.	0.36%	124.49K	2.13M	2.34K	+1.91%
Dec 31, 2025	PRIVATE WEALTH ASSET MANAGEMENT, LLC	0.35%	123.34K	2.1M	117.7K	+2,087.66%
Dec 31, 2025	JANE STREET GROUP, LLC	0.35%	121.57K	2.07M	-282.51K	-69.91%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.33%	115.44K	1.96M	76.45K	+196.05%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.31%	109.61K	1.86M	4.84K	+4.62%
Dec 31, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.26%	89.67K	1.53M	40.38K	+81.94%
Dec 31, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.23%	80.59K	1.37M	80.59K	+100.00%
Dec 31, 2025	MGO ONE SEVEN LLC	0.23%	79.54K	1.35M	79.54K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	69.84K	1.19M	24.63K	+54.47%
Dec 31, 2025	EVERGREEN WEALTH SOLUTIONS, LLC	4.39%	1.53M	26.1M	1.53M	+100.00%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	2.01%	702.11K	11.94M	350.44K	+99.65%
Dec 31, 2025	FIRST NATIONAL TRUST CO	1.22%	425.83K	7.24M	11.95K	+2.89%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.46%	161.66K	2.75M	112.04K	+225.80%
Dec 31, 2025	BLACKHAWK CAPITAL PARTNERS LLC.	0.3%	104.58K	1.78M	10.03K	+10.60%
Dec 31, 2025	EASTERN BANK	0.3%	104.02K	1.77M	104.02K	+100.00%
Dec 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.26%	92.46K	1.58M	11.21K	+13.79%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.71%	597.98K	10.17M	80.55K	+15.57%
Dec 31, 2025	CAPITAL INVESTMENT COUNSEL, LLC	1.59%	557.13K	9.48M	23.36K	+4.38%
Dec 31, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	1.56%	544.97K	9.27M	36.08K	+7.09%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	1.53%	535.85K	9.11M	535.85K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.34%	468.37K	7.97M	163.32K	+53.54%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	1.18%	413.8K	7.04M	-6.55K	-1.56%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.99%	346.91K	5.9M	83.7K	+31.80%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.91%	317.54K	5.4M	16.06K	+5.33%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.84%	295.47K	5.03M	156.73K	+112.97%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.66%	230.63K	3.92M	727	+0.32%
Dec 31, 2025	LPL FINANCIAL LLC	10.41%	3.64M	61.97M	584.07K	+19.09%
Dec 31, 2025	FIDUCIARY TRUST CO	7.87%	2.75M	46.84M	559.42K	+25.50%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	7.01%	2.45M	41.71M	2.45M	+100.00%
Dec 31, 2025	CWM, LLC	3.87%	1.35M	23.03M	23.39K	+1.76%
Dec 31, 2025	WORLD EQUITY GROUP, INC.	0.18%	63.05K	1.07M	-2.82K	-4.28%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.18%	62.81K	1.07M	10.07K	+19.08%
Dec 31, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	4.49%	1.57M	26.69M	1.57M	+100.00%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.37%	1.18M	20.89M	1.05M	+796.54%
Dec 31, 2025	PRISM ADVISORS, INC.	3.25%	1.14M	19.36M	-18.9K	-1.63%
Dec 31, 2025	NEWEDGE WEALTH, LLC	2.75%	961.5K	16.36M	-27.42K	-2.77%
Dec 31, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	2.2%	770.91K	13.11M	1.69K	+0.22%
Dec 31, 2025	FERGUSON SHAPIRO LLC	2.15%	752.17K	12.79M	752.17K	+100.00%
Dec 31, 2025	WESPAC ADVISORS SOCAL, LLC	2.09%	731.33K	12.44M	-12.75K	-1.71%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.79%	626.72K	10.66M	110.64K	+21.44%
Dec 31, 2025	STIFEL FINANCIAL CORP	1.79%	625.74K	10.64M	323.1K	+106.76%
Dec 31, 2025	IFP ADVISORS, INC	1.77%	618.01K	10.51M	-18.08K	-2.84%
Dec 31, 2025	MARINER, LLC	1.72%	601.02K	10.22M	154.65K	+34.65%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.59%	557.32K	9.48M	370.93K	+199.01%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	9.25%	3.24M	55.04M	1.46M	+81.91%
Dec 31, 2025	CITADEL ADVISORS LLC	3.42%	1.2M	20.34M	553.66K	+86.21%
Sep 30, 2025	CITADEL ADVISORS LLC	1.84%	642.25K	10.83M	598.35K	+1,362.97%
Sep 30, 2025	IFP ADVISORS, INC	1.82%	636.09K	10.73M	636.09K	+100.00%
Sep 30, 2025	CAPITAL INVESTMENT COUNSEL, LLC	1.53%	533.77K	9M	24.07K	+4.72%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.48%	517.43K	8.73M	192.26K	+59.12%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.47%	516.08K	8.71M	159.08K	+44.56%
Sep 30, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	1.45%	508.9K	8.59M	72.38K	+16.58%
Sep 30, 2025	MARINER, LLC	1.28%	446.37K	7.53M	431.56K	+2,912.76%
Sep 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	1.21%	423.93K	7.15M	11.28K	+2.73%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	1.2%	420.35K	7.09M	420.35K	+100.00%
Sep 30, 2025	FIRST NATIONAL TRUST CO	1.18%	413.88K	6.98M	148.1K	+55.72%
Sep 30, 2025	JANE STREET GROUP, LLC	1.16%	404.08K	6.82M	-377.87K	-48.32%
Sep 30, 2025	PHILIP JAMES WEALTH MANGEMENT, LLC	1.14%	397.9K	6.71M	43.38K	+12.24%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.09%	382.13K	6.45M	93.13K	+32.22%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.01%	351.67K	5.93M	302.69K	+618.04%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.87%	305.05K	5.15M	90.74K	+42.34%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.86%	302.65K	5.11M	250.62K	+481.71%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.86%	301.48K	5.09M	4.61K	+1.55%
Sep 30, 2025	GTS SECURITIES LLC	0.4%	141.1K	2.38M	141.1K	+100.00%
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.42%	145.46K	2.45M	3.42K	+2.41%
Sep 30, 2025	DAYMARK WEALTH PARTNERS, LLC	0.31%	108.82K	1.84M	61.4K	+129.50%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.38%	131.33K	2.23M	131.33K	+100.00%
Sep 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.19%	67.5K	1.14M	0	0
Sep 30, 2025	CAMBRIDGE ADVISORS INC.	0.18%	63.23K	1.07M	63.23K	+100.00%
Sep 30, 2025	HBW ADVISORY SERVICES LLC	0.18%	61.28K	1.03M	34.42K	+128.10%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.15%	52.74K	889.76K	0	0
Sep 30, 2025	WISCONSIN WEALTH ADVISORS, LLC	0.15%	52.88K	892.14K	360	+0.69%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.3%	104.77K	1.77M	26.1K	+33.18%
Sep 30, 2025	BLACKHAWK CAPITAL PARTNERS LLC.	0.27%	94.56K	1.6M	74.61K	+374.02%
Sep 30, 2025	WORLD EQUITY GROUP, INC.	0.19%	65.87K	1.11M	18.04K	+37.72%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.13%	45.23K	762.95K	45.23K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	45.21K	763K	29.76K	+192.52%
Sep 30, 2025	AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP	0.12%	41.85K	705.93K	13.45K	+47.37%
Sep 30, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.23%	81.25K	1.36M	44.95K	+123.82%
Sep 30, 2025	SYMPHONY FINANCIAL, LTD. CO.	0.35%	122.15K	2.05M	6.21K	+5.35%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.53%	186.39K	3.14M	31.72K	+20.51%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.55%	191.39K	3.23M	10.36K	+5.72%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.66%	229.9K	3.82M	-66.72K	-22.49%
Sep 30, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.71%	247K	4.17M	35.57K	+16.82%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.75%	263.22K	4.14M	248.39K	+1,675.72%
Sep 30, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.14%	49.29K	831.48K	1.02K	+2.12%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.14%	49.62K	837.06K	43.33K	+688.71%
Sep 30, 2025	FIFTH THIRD SECURITIES, INC.	0.12%	41.21K	695.26K	41.21K	+100.00%
Sep 30, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.1%	34.16K	576.35K	2.48K	+7.82%
Sep 30, 2025	ADVISOR OS, LLC	0.1%	33.36K	562.75K	5.35K	+19.09%
Sep 30, 2025	STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	0.09%	32.12K	541.86K	14K	+77.27%
Sep 30, 2025	BKA WEALTH CONSULTING, INC.	0.09%	31.06K	524.03K	31.06K	+100.00%
Sep 30, 2025	BARRETT & COMPANY, INC.	0.09%	30.1K	507.79K	6.8K	+29.18%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.07%	23.69K	399.61K	2.93K	+14.10%
Sep 30, 2025	FOUNTAINHEAD AM, LLC	0.06%	22.64K	381.91K	-319	-1.39%
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.06%	21.12K	356.36K	21.12K	+100.00%
Sep 30, 2025	STRATEGIC BLUEPRINT, LLC	0.06%	20.66K	348.59K	20.66K	+100.00%
Sep 30, 2025	MEADOW CREEK WEALTH ADVISORS LLC	0.06%	20.73K	345.89K	762	+3.82%
Sep 30, 2025	GOLDEN STATE EQUITY PARTNERS	0.38%	134.67K	2.27M	-1.44K	-1.06%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.4%	138.74K	2.34M	74.18K	+114.89%
Sep 30, 2025	LPL FINANCIAL LLC	8.74%	3.06M	51.61M	724.33K	+31.02%
Sep 30, 2025	FIDUCIARY TRUST CO	6.27%	2.19M	37.01M	2.19M	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	6.13%	2.15M	36.19M	2.01M	+1,533.30%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	5.08%	1.78M	30.01M	285.05K	+19.09%
Sep 30, 2025	MCCARTHY & COX	4.41%	1.54M	26.04M	1.54M	+100.00%
Sep 30, 2025	CWM, LLC	3.8%	1.33M	22.45M	158.84K	+13.55%
Sep 30, 2025	PRISM ADVISORS, INC.	3.31%	1.16M	19.52M	1.16M	+100.00%
Sep 30, 2025	NEWEDGE WEALTH, LLC	2.83%	988.92K	16.55M	453.59K	+84.73%
Sep 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	2.2%	769.22K	12.98M	-28.53K	-3.58%
Sep 30, 2025	ROYAL BANK OF CANADA	2.14%	749.14K	12.64M	173.01K	+30.03%
Sep 30, 2025	WESPAC ADVISORS SOCAL, LLC	2.13%	744.07K	12.55M	-14.29K	-1.88%
Jun 30, 2025	WORLD EQUITY GROUP, INC.	0.2%	47.83K	761K	47.83K	+100.00%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.2%	48.25K	767.59K	0	0
Jun 30, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.2%	48.26K	767.87K	4.65K	+10.66%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	2.05%	493.88K	7.86M	123.8K	+33.45%
Jun 30, 2025	CAPITAL INVESTMENT COUNSEL, LLC	2.12%	509.7K	8.11M	509.7K	+100.00%
Jun 30, 2025	NEWEDGE WEALTH, LLC	2.23%	535.33K	8.35M	535.33K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	2.4%	576.13K	9.17M	576.13K	+100.00%
Jun 30, 2025	SYMPHONY FINANCIAL, LTD. CO.	0.48%	115.95K	1.83M	115.95K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.55%	131.34K	2.09M	131.34K	+100.00%
Jun 30, 2025	GOLDEN STATE EQUITY PARTNERS	0.57%	136.11K	2.17M	56.6K	+71.19%
Jun 30, 2025	WOODMONT INVESTMENT COUNSEL LLC	0.59%	140.8K	2.24M	140.8K	+100.00%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.89%	214.31K	3.41M	22.46K	+11.70%
Jun 30, 2025	CLEAR POINT ADVISORS INC.	0.05%	12.34K	196.31K	0	0
Jun 30, 2025	MARINER, LLC	0.06%	14.82K	235.72K	14.82K	+100.00%
Jun 30, 2025	FIRST NATIONAL TRUST CO	1.11%	265.78K	4.23M	6K	+2.31%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.2%	289.01K	4.6M	65.65K	+29.39%
Jun 30, 2025	MUTUAL ADVISORS, LLC	1.23%	296.62K	4.68M	296.62K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	3.25%	781.95K	12.44M	581.38K	+289.87%
Jun 30, 2025	CWM, LLC	4.87%	1.17M	18.65M	68.09K	+6.17%
Jun 30, 2025	LPL FINANCIAL LLC	9.71%	2.33M	37.15M	757.32K	+48.01%
Jun 30, 2025	HBW ADVISORY SERVICES LLC	0.11%	26.87K	427.43K	26.87K	+100.00%
Jun 30, 2025	ADVISOR OS, LLC	0.12%	28.01K	445.65K	4.03K	+16.81%
Jun 30, 2025	AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP	0.12%	28.4K	451.77K	28.4K	+100.00%
Jun 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.13%	30.38K	483.41K	5.53K	+22.23%
Jun 30, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.15%	36.3K	573.95K	18.69K	+106.11%
Jun 30, 2025	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.08%	18.11K	288.12K	18.11K	+100.00%
Jun 30, 2025	BLACKHAWK CAPITAL PARTNERS LLC.	0.08%	19.95K	317.37K	5.95K	+42.49%
Jun 30, 2025	MEADOW CREEK WEALTH ADVISORS LLC	0.08%	19.97K	317.76K	7.39K	+58.73%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.08%	20.24K	321.95K	7.23K	+55.53%
Jun 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.28%	67.5K	1.07M	67.5K	+100.00%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.09%	20.76K	330.29K	-567	-2.66%
Jun 30, 2025	FOUNTAINHEAD AM, LLC	0.1%	22.96K	365.25K	-1.82K	-7.33%
Jun 30, 2025	WESPAC ADVISORS SOCAL, LLC	3.15%	758.36K	12.07M	758.36K	+100.00%
Jun 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	3.32%	797.75K	12.69M	797.75K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	6.21%	1.49M	23.76M	1.32M	+784.55%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.33%	78.67K	1.25M	78.67K	+100.00%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	1.23%	296.87K	4.72M	296.87K	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.35%	325.18K	5.17M	238.02K	+273.08%
Jun 30, 2025	PHILIP JAMES WEALTH MANGEMENT, LLC	1.47%	354.51K	5.64M	8.56K	+2.47%
Jun 30, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.88%	211.43K	3.36M	211.43K	+100.00%
Jun 30, 2025	WISCONSIN WEALTH ADVISORS, LLC	0.22%	52.52K	835.65K	52.52K	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.27%	64.56K	1.03M	64.56K	+100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	1.48%	357K	5.68M	33.15K	+10.24%
Jun 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	1.72%	412.65K	6.57M	412.65K	+100.00%
Jun 30, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.13%	31.69K	504.11K	480	+1.54%
Jun 30, 2025	BARRETT & COMPANY, INC.	0.1%	23.3K	370.7K	23.3K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.18%	43.9K	698.45K	-7.51K	-14.60%
Jun 30, 2025		0.2%	48.26K	767.87K	4.65K	+10.66%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	48.98K	779.21K	48.98K	+100.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.22%	52.03K	827.75K	37.74K	+264.08%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.22%	52.74K	839.13K	52.74K	+100.00%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.59%	142.04K	2.26M	40.95K	+40.50%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.64%	154.67K	2.46M	126.18K	+442.92%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.66%	157.9K	2.51M	157.9K	+100.00%
Jun 30, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	1.82%	436.52K	6.94M	436.52K	+100.00%
Jun 30, 2025	NBC SECURITIES, INC.	0.73%	175.61K	2.79M	174.36K	+13,948.40%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.75%	181.04K	2.88M	65.29K	+56.41%
Jun 30, 2025	HARVEST INVESTMENT SERVICES, LLC	0.16%	37.67K	599.31K	5.14K	+15.80%
Jun 30, 2025	DAYMARK WEALTH PARTNERS, LLC	0.2%	47.42K	754.43K	47.42K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	28.49K	403K	15.84K	+125.29%
Mar 31, 2025		0.02%	1.99K	28.07K	1.99K	+100.00%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	2.24K	31.84K	2.24K	+100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.41%	38.13K	539.12K	38.13K	+100.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	2.05%	191.85K	2.71M	191.85K	+100.00%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.23%	21.33K	301.56K	6.91K	+47.89%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.23%	21.47K	303.52K	-129	-0.60%
Mar 31, 2025	BLACKHAWK CAPITAL PARTNERS LLC.	0.15%	14K	197.96K	14K	+100.00%
Mar 31, 2025	ADVISOR OS, LLC	0.26%	23.98K	339.09K	5.97K	+33.15%
Mar 31, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.33%	31.21K	441.24K	31.21K	+100.00%
Mar 31, 2025	HARVEST INVESTMENT SERVICES, LLC	0.35%	32.53K	459.97K	32.53K	+100.00%
Mar 31, 2025	FOUNTAINHEAD AM, LLC	0.26%	24.77K	350.3K	-4.65K	-15.81%
Mar 31, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.27%	24.86K	351.49K	6.85K	+38.02%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-22.41K	-100.00%
Mar 31, 2025	ADVISORNET FINANCIAL, INC	0%	206	2.91K	206	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0.55%	51.41K	726.88K	51.41K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.93%	87.16K	1.23M	87.16K	+100.00%
Mar 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	1.08%	101.1K	1.43M	-24.75K	-19.67%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	1.24%	115.75K	1.64M	115.75K	+100.00%
Mar 31, 2025	CWM, LLC	11.79%	1.1M	15.61M	1.1M	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	16.85%	1.58M	22.31M	1.51M	+2,187.21%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.8%	168.85K	2.39M	168.85K	+100.00%
Mar 31, 2025	MORGAN STANLEY	0.02%	1.91K	27.05K	1.91K	+100.00%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.52%	48.25K	682.2K	8.63K	+21.78%
Mar 31, 2025	JANE STREET GROUP, LLC	2.14%	200.57K	2.84M	181.64K	+959.62%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	2.39%	223.35K	3.16M	30.5K	+15.82%
Mar 31, 2025	FIRST NATIONAL TRUST CO	2.77%	259.78K	3.67M	65.98K	+34.05%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	3.46%	323.85K	4.58M	323.85K	+100.00%
Mar 31, 2025	NBC SECURITIES, INC.	0.01%	1.25K	17	1.25K	+100.00%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.15%	14.29K	202.06K	14.29K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	15.13K	213.92K	3.68K	+32.18%
Mar 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.19%	17.61K	258.38K	17.61K	+100.00%
Mar 31, 2025	GOLDEN STATE EQUITY PARTNERS	0.85%	79.51K	1.12M	-43.94K	-35.59%
Mar 31, 2025	PHILIP JAMES WEALTH MANGEMENT, LLC	3.7%	345.95K	4.89M	26.08K	+8.15%
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	3.95%	370.08K	5.23M	-239.69K	-39.31%
Mar 31, 2025	PRIVATE TRUST CO NA	0%	393	5.56K	393	+100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.01%	520	7.35K	520	+100.00%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.01%	560	7.92K	560	+100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	11.32K	160K	-157	-1.37%
Mar 31, 2025	CLEAR POINT ADVISORS INC.	0.13%	12.34K	174.47K	12.34K	+100.00%
Mar 31, 2025	MEADOW CREEK WEALTH ADVISORS LLC	0.13%	12.58K	177.91K	12.58K	+100.00%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.14%	13.01K	183.96K	13.01K	+100.00%

Frequently Asked Questions