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

Who are the major shareholders selling State Street US Sector Rotation ETF stock?

KESTRA ADVISORY SERVICES, LLC, in the last quarter, reduced its stake in XLSR by -74.29% restricting it's holding to 21.82 thousand shares of worth nearly $1.41M. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO also lessened -20.52% of the XLSR shares from its portfolio, reducing its holding to 21.72 thousand shares of worth $1.41M. PENSIONMARK FINANCIAL GROUP, LLC also shunned XLSR shares holding by -2.57% last quarter which brought its holding to 21.23 thousand shares worth $1.38M.

Investors who are buying XLSR stock?

As per its latest 13F filing, WEALTHPOINT FINANCIAL, LLC increased its stake in XLSR by 11.98% in the last quarter. The institutional holder raised its holding to 32.88 thousand shares having worth more than $2.13M. GLOBAL FINANCIAL PRIVATE CLIENT, LLC also added 9.44% more shares of XLSR to its portfolio, raising its holding to 72.82 thousand shares of worth $4.72M. AEGIS WEALTH MANAGEMENT, INC. also increased its XLSR shares holding by 58.47% which brought its holding to 27.41 thousand shares worth $1.78M.

XLSR's major insiders: who are they?

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

Did an insider recently sell XLSR stock?

Company executives, directors, and other insiders own N/A percent of State Street US Sector Rotation ETF's stock. Within the last six months, there have been 0 transaction(s) in which XLSR insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased XLSR stock?

There have been 0 transaction(s) during the past 6-months in which State Street US Sector Rotation ETF insiders have bought stock, totalling 0 shares

How much of XLSR does insiders own?

Around 0 State Street US Sector Rotation ETF shares are held by insiders, which represents about N/A of XLSR stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in XLSR?

KESTRA ADVISORY SERVICES, LLC is the largest institutional owner in XLSR which holds 21.82 thousand shares worth $1.41M or 0.14% of the total XLSR shares outstanding followed by NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with ownership of 21.72 thousand shares representing 0.14% of the XLSR ownership. PENSIONMARK FINANCIAL GROUP, LLC is the third largest stakeholder with 21.23 thousand shares or 0.14% of the ownership worth more than $1.38M.

Is State Street US Sector Rotation 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 XLSR is concerned, it is a stock which is optionable.

Is there a short position on XLSR's shares?

Number of XLSR 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 XLSR shares are there?

As of today, null shares of XLSR are outstanding.

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

XLSR 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 XLSR is null.

State Street US Sector Rotation ETF (XLSR) 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

OptionableYes

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. KESTRA ADVISORY SERVICES, LLC is the top corporate investor, holding 21.82K shares valued at $1.41M. A 0.14% stake in State Street US Sector Rotation ETF is owned by the company. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO owns 21.72K shares valued at $1.41M, which translates its holding of 0.14% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.14%	21.82K	1.41M	-63.04K	-74.29%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.14%	21.72K	1.41M	-5.61K	-20.52%
Jun 30, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.14%	21.23K	1.38M	-561	-2.57%
Jun 30, 2026	MORGAN STANLEY	0.33%	50.47K	3.27M	-6.36K	-11.19%
Jun 30, 2026	WEALTHPOINT FINANCIAL, LLC	0.21%	32.88K	2.13M	3.52K	+11.98%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.54%	82.56K	5.35M	-11.77K	-12.48%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.52%	79.87K	5.18M	-66.88K	-45.58%
Jun 30, 2026	GLOBAL FINANCIAL PRIVATE CLIENT, LLC	0.47%	72.82K	4.72M	6.28K	+9.44%
Jun 30, 2026	AEGIS WEALTH MANAGEMENT, INC.	0.18%	27.41K	1.78M	10.12K	+58.47%
Jun 30, 2026	LEGACY WEALTH PARTNERS, LLC	0.52%	79.15K	5.13M	5.4K	+7.32%
Jun 30, 2026	SPECTRUM PLANNING & ADVISORY SERVICES INC.	0.13%	20.26K	1.31M	4.64K	+29.69%
Jun 30, 2026	BALBOA WEALTH PARTNERS	0.13%	19.27K	1.25M	-9.91K	-33.96%
Jun 30, 2026	LPL FINANCIAL LLC	29.14%	4.47M	289.94M	112.81K	+2.59%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	16.04%	2.46M	159.65M	220.63K	+9.85%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	15.88%	2.44M	158M	191.09K	+8.51%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	3.23%	495.55K	32.14M	-7.5K	-1.49%
Jun 30, 2026	KRAFT, DAVIS & ASSOCIATES, LLC	0.1%	16.12K	1.04M	165	+1.03%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.1%	15.64K	1.01M	782	+5.26%
Jun 30, 2026	NUVEEN, LLC	0.1%	15.09K	978.54K	15.09K	+100.00%
Jun 30, 2026	VISE TECHNOLOGIES, INC.	0.1%	14.8K	960.02K	14.8K	+100.00%
Jun 30, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.09%	14.36K	931.45K	8.75K	+155.72%
Jun 30, 2026		0.18%	27.41K	1.78M	10.12K	+58.47%
Jun 30, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0.39%	59.96K	3.89M	-11.89K	-16.54%
Jun 30, 2026	NOVUS ADVISORS, LLC	0.37%	56.67K	3.68M	-1.23K	-2.13%
Jun 30, 2026	OUTLOOK WEALTH ADVISORS, LLC	0.23%	35.41K	2.29M	-1.71K	-4.61%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	28.46K	1.85M	-340	-1.18%
Jun 30, 2026	APELLA CAPITAL, LLC	0.17%	26.04K	1.68M	-994	-3.68%
Jun 30, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.12%	18.96K	1.23M	97	+0.51%
Jun 30, 2026	ABSOLUTE CAPITAL MANAGEMENT, LLC	0.12%	18K	1.17M	209	+1.17%
Jun 30, 2026	CERITY PARTNERS LLC	2.77%	424.68K	27.54M	34.99K	+8.98%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	2.01%	307.76K	19.96M	218.07K	+243.13%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	2%	307.44K	19.94M	19.8K	+6.88%
Jun 30, 2026	LANDMARK WEALTH MANAGEMENT, INC.	1.97%	301.78K	19.57M	11.46K	+3.95%
Jun 30, 2026	SIGNAL ADVISORS WEALTH, LLC	1.67%	255.95K	16.6M	31.64K	+14.11%
Jun 30, 2026	HIBERNIA WEALTH PARTNERS, LLC	1.44%	220.45K	14.3M	-194.12K	-46.82%
Jun 30, 2026	ASPIRE PRIVATE CAPITAL, LLC	1.35%	206.85K	13.42M	-11.18K	-5.13%
Jun 30, 2026	INTERNATIONAL PRIVATE WEALTH ADVISORS LLC	0.45%	68.54K	4.45M	-1.51K	-2.16%
Jun 30, 2026	MIDWEST FINANCIAL NETWORK, LLC	0.49%	75.34K	4.89M	12.14K	+19.21%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.39%	60.14K	3.9M	405	+0.68%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	1.34%	205.14K	13.31M	24.94K	+13.84%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.23%	188.5K	12.23M	7.48K	+4.13%
Jun 30, 2026	WORTH FINANCIAL ADVISORY GROUP, LLC	0.23%	36.05K	2.34M	36.05K	+100.00%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	1.14%	175.38K	11.38M	18.02K	+11.45%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	1.07%	163.58K	10.61M	89.55K	+120.97%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	1%	153.98K	9.99M	9.27K	+6.40%
Jun 30, 2026	RALEIGH CAPITAL MANAGEMENT INC.	0.97%	149.44K	9.69M	-775	-0.52%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.96%	147.23K	9.55M	50.02K	+51.46%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.72%	110.96K	7.2M	8.75K	+8.56%
Jun 30, 2026	SMART WEALTH LLC	0.71%	109.37K	7.09M	109.37K	+100.00%
Jun 30, 2026	GEOWEALTH MANAGEMENT, LLC	0.35%	54.4K	3.53M	-1.26K	-2.27%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.31%	48.08K	3.12M	44.5K	+1,240.51%
Jun 30, 2026	LOCKERMAN FINANCIAL GROUP, INC.	0.29%	44.09K	2.86M	4.25K	+10.67%
Jun 30, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0.25%	38.33K	2.49M	38.33K	+100.00%
Jun 30, 2026	SHARKEY, HOWES & JAVER	0.23%	34.79K	2.26M	-38.96K	-52.83%
Jun 30, 2026	OCTOBER EFFECT LTD	0.2%	30.98K	2.01M	4.51K	+17.04%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.15%	23.57K	1.53M	-3.21K	-11.97%
Mar 31, 2026	ARGENT TRUST CO	0.08%	11.81K	681.97K	-859	-6.78%
Mar 31, 2026	CERITY PARTNERS LLC	2.53%	389.68K	22.5M	389.68K	+100.00%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	3.27%	503.05K	29.05M	16.54K	+3.40%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.61%	94.32K	5.45M	-5.47K	-5.48%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.63%	97.21K	5.61M	18.16K	+22.97%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.66%	102.21K	5.9M	765	+0.75%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.94%	144.72K	8.36M	12.03K	+9.06%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.95%	146.75K	8.47M	33.76K	+29.88%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	1.17%	180.2K	10.4M	20.99K	+13.18%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.18%	181.02K	10.45M	16.65K	+10.13%
Mar 31, 2026	MOSLEY WEALTH MANAGEMENT	1.3%	199.9K	11.92M	681	+0.34%
Mar 31, 2026	ASPIRE PRIVATE CAPITAL, LLC	1.42%	218.03K	12.59M	12.58K	+6.12%
Mar 31, 2026	SIGNAL ADVISORS WEALTH, LLC	1.46%	224.31K	12.95M	28.32K	+14.45%
Mar 31, 2026	MARINER, LLC	1.8%	277.05K	16M	-9.5K	-3.32%
Mar 31, 2026	LANDMARK WEALTH MANAGEMENT, INC.	1.88%	290.31K	16.76M	18.93K	+6.98%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	14.55%	2.24M	129.38M	316.65K	+16.46%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	14.57%	2.24M	129.62M	206.2K	+10.11%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.14%	21.79K	1.26M	832	+3.97%
Mar 31, 2026	IAMS WEALTH MANAGEMENT, LLC	0.16%	24.69K	1.43M	-414	-1.65%
Mar 31, 2026	OCTOBER EFFECT LTD	0.17%	26.47K	1.53M	6.51K	+32.64%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.17%	26.78K	1.55M	-3.01K	-10.10%
Mar 31, 2026	OUTLOOK WEALTH ADVISORS, LLC	0.24%	37.13K	2.14M	1.18K	+3.27%
Mar 31, 2026	LOCKERMAN FINANCIAL GROUP, INC.	0.26%	39.84K	2.3M	1.96K	+5.18%
Mar 31, 2026	GLOBAL FINANCIAL PRIVATE CLIENT, LLC	0.43%	66.54K	3.84M	2.46K	+3.84%
Mar 31, 2026	INTERNATIONAL PRIVATE WEALTH ADVISORS LLC	0.45%	70.05K	4.04M	6.99K	+11.08%
Mar 31, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0.47%	71.84K	4.15M	-2.53K	-3.40%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	1.02%	157.37K	9.09M	25.54K	+19.37%
Mar 31, 2026	HIBERNIA WEALTH PARTNERS, LLC	2.69%	414.57K	23.94M	-6.4K	-1.52%
Mar 31, 2026	GEOWEALTH MANAGEMENT, LLC	0.36%	55.66K	3.21M	1.31K	+2.41%
Mar 31, 2026	MORGAN STANLEY	0.37%	56.83K	3.28M	8.67K	+18.01%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.39%	59.73K	3.45M	3.92K	+7.01%
Mar 31, 2026	ABSOLUTE CAPITAL MANAGEMENT, LLC	0.12%	17.79K	1.03M	947	+5.62%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.12%	18.86K	1.09M	-684	-3.50%
Mar 31, 2026	RALEIGH CAPITAL MANAGEMENT INC.	0.98%	150.21K	8.67M	20.33K	+15.65%
Mar 31, 2026	TRIUMPH CAPITAL MANAGEMENT	0.08%	11.82K	682.49K	686	+6.16%
Mar 31, 2026	VESTGEN ADVISORS, LLC	0.09%	12.12K	787.09K	1.43K	+13.32%
Mar 31, 2026	SILVER OAK SECURITIES, INCORPORATED	0.09%	12.18K	703.05K	31	+0.26%
Mar 31, 2026	ZULLO INVESTMENT GROUP, INC.	0.1%	13.84K	798.89K	13.84K	+100.00%
Mar 31, 2026	DAKOTA WEALTH MANAGEMENT	0.1%	14.13K	815.67K	-1.24K	-8.07%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.11%	14.86K	858.06K	1.7K	+12.94%
Mar 31, 2026	APELLA CAPITAL, LLC	0.18%	27.03K	1.68M	-1.06K	-3.79%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.18%	27.33K	1.58M	-18.44K	-40.29%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	28.8K	1.66M	-1.33K	-4.41%
Mar 31, 2026	BALBOA WEALTH PARTNERS	0.19%	29.19K	1.69M	1.39K	+4.99%
Mar 31, 2026		0.11%	17.3K	998.82K	5.73K	+49.50%
Mar 31, 2026	LPL FINANCIAL LLC	28.29%	4.36M	251.6M	-319.32K	-6.83%
Mar 31, 2026	NOVUS ADVISORS, LLC	0.38%	57.9K	3.34M	1.67K	+2.97%
Mar 31, 2026	SPECTRUM PLANNING & ADVISORY SERVICES INC.	0.11%	15.62K	902.1K	4	+0.03%
Mar 31, 2026	KRAFT, DAVIS & ASSOCIATES, LLC	0.1%	15.96K	1.01M	10K	+167.71%
Mar 31, 2026	SHARKEY, HOWES & JAVER	0.48%	73.75K	4.26M	-23.42K	-24.10%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.48%	74.03K	4.27M	37.15K	+100.75%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.55%	84.86K	4.9M	-320	-0.38%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	1.87%	287.64K	16.61M	21.87K	+8.23%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.58%	89.69K	5.18M	1.42K	+1.61%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.07%	10.21K	158.86K	1.97K	+23.83%
Dec 31, 2025	CAPITAL CS GROUP, LLC	0.08%	11.92K	742.7K	1.39K	+13.18%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.08%	12.15K	761.74K	0	0
Dec 31, 2025	ARGENT TRUST CO	0.09%	12.67K	789.47K	-860	-6.36%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.09%	13.16K	819.93K	-209	-1.56%
Dec 31, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	0.07%	10.02K	629.3K	-2.01K	-16.68%
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.08%	11.13K	693.76K	-163	-1.44%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.08%	11.43K	712.27K	625	+5.78%
Dec 31, 2025	ROYAL BANK OF CANADA	0.08%	12.59K	784K	1.68K	+15.45%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.11%	16.42K	1.02M	16.42K	+100.00%
Dec 31, 2025	SPINNAKER INVESTMENT GROUP, LLC	0.09%	13.37K	833.27K	1.22K	+10.07%
Dec 31, 2025	SPECTRUM PLANNING & ADVISORY SERVICES INC.	0.11%	15.62K	973.26K	-201	-1.27%
Dec 31, 2025	DAKOTA WEALTH MANAGEMENT	0.11%	15.37K	957.49K	15.37K	+100.00%
Dec 31, 2025	AUSTIN PRIVATE WEALTH, LLC	2.39%	342.4K	21.33M	9.75K	+2.93%
Dec 31, 2025	HIBERNIA WEALTH PARTNERS, LLC	2.88%	420.97K	26.23M	201.65K	+91.94%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	3.39%	486.51K	30.31M	24.58K	+5.32%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	12.82%	1.92M	119.89M	83.85K	+4.56%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	14.23%	2.04M	127.03M	68.68K	+3.49%
Dec 31, 2025	LPL FINANCIAL LLC	31.99%	4.68M	291.41M	55.88K	+1.21%
Dec 31, 2025	ABSOLUTE CAPITAL MANAGEMENT, LLC	0.12%	16.85K	1.05M	1.29K	+8.26%
Dec 31, 2025	OCTOBER EFFECT LTD	0.14%	19.95K	1.24M	2.29K	+12.95%
Dec 31, 2025	NOVUS ADVISORS, LLC	0.37%	56.23K	3.5M	-521	-0.92%
Dec 31, 2025	IAMS WEALTH MANAGEMENT, LLC	0.18%	25.11K	1.56M	-3.62K	-12.61%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	30.13K	1.88M	-670	-2.18%
Dec 31, 2025	OUTLOOK WEALTH ADVISORS, LLC	0.25%	35.95K	2.24M	-1.17K	-3.14%
Dec 31, 2025	WORTH FINANCIAL ADVISORY GROUP, LLC	0.25%	35.3K	2.2M	-370	-1.04%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.25%	36.88K	2.3M	23.37K	+173.07%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.57%	85.18K	5.31M	56.64K	+198.48%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.6%	88.27K	5.5M	12.35K	+16.27%
Dec 31, 2025	SHARKEY, HOWES & JAVER	0.68%	97.17K	6.05M	-37.28K	-27.73%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.54%	79.05K	4.93M	28.67K	+56.92%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	1.77%	265.77K	16.56M	-22.82K	-7.91%
Dec 31, 2025	APELLA CAPITAL, LLC	0.2%	28.1K	1.75M	318	+1.14%
Dec 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.13%	19.54K	1.22M	4.61K	+30.83%
Dec 31, 2025	HILLTOP HOLDINGS INC.	0.14%	21.39K	1.33M	-843	-3.79%
Dec 31, 2025	BALBOA WEALTH PARTNERS	0.19%	27.8K	1.73M	-808	-2.82%
Dec 31, 2025	GEOWEALTH MANAGEMENT, LLC	0.36%	54.35K	3.39M	-1.8K	-3.20%
Dec 31, 2025		0.17%	25.05K	1.56M	25.05K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.1%	164.36K	10.24M	10.5K	+6.82%
Dec 31, 2025	LANDMARK WEALTH MANAGEMENT, INC.	1.81%	271.38K	16.91M	1.18K	+0.44%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.15%	20.96K	1.31M	20.96K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.2%	29.79K	1.86M	-671	-2.20%
Dec 31, 2025	LOCKERMAN FINANCIAL GROUP, INC.	0.26%	37.88K	2.36M	921	+2.49%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.31%	45.77K	2.85M	10.52K	+29.83%
Dec 31, 2025	MORGAN STANLEY	0.32%	48.16K	3M	-1.37K	-2.77%
Dec 31, 2025	MOSLEY WEALTH MANAGEMENT	1.36%	199.22K	12.03M	199.22K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.38%	55.82K	3.48M	19.69K	+54.52%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.52%	74.37K	4.63M	-11.3K	-13.19%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.69%	101.45K	6.32M	-1.76K	-1.71%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.7%	99.79K	6.22M	-15.96K	-13.79%
Dec 31, 2025	SIGNAL ADVISORS WEALTH, LLC	1.37%	195.99K	12.21M	1.22K	+0.63%
Dec 31, 2025	ASPIRE PRIVATE CAPITAL, LLC	1.43%	205.45K	12.8M	-9.72K	-4.52%
Dec 31, 2025	MARINER, LLC	1.94%	286.55K	17.85M	41.94K	+17.14%
Dec 31, 2025	INTERNATIONAL PRIVATE WEALTH ADVISORS LLC	0.44%	63.06K	3.93M	1.83K	+3.00%
Dec 31, 2025	GLOBAL FINANCIAL PRIVATE CLIENT, LLC	0.45%	64.08K	3.99M	2.03K	+3.27%
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.07%	10.21K	636.12K	1.03K	+11.21%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.75%	112.99K	7.04M	4.45K	+4.10%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.88%	131.83K	8.21M	4.7K	+3.70%
Dec 31, 2025	RALEIGH CAPITAL MANAGEMENT INC.	0.91%	129.88K	8.09M	2.35K	+1.84%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.93%	132.69K	8.27M	13.58K	+11.40%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	1.09%	159.21K	9.92M	-24.82K	-13.49%
Sep 30, 2025	LOKKEN INVESTMENT GROUP LLC	0.12%	16.85K	1M	-761	-4.32%
Sep 30, 2025	OCTOBER EFFECT LTD	0.13%	17.67K	1.05M	-399	-2.21%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.1%	13.37K	796.85K	-1.12K	-7.73%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.85%	119.11K	7.1M	12.49K	+11.72%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.91%	127.12K	7.58M	9.81K	+8.36%
Sep 30, 2025	RALEIGH CAPITAL MANAGEMENT INC.	0.91%	127.53K	7.6M	-2.81K	-2.15%
Sep 30, 2025	SHARKEY, HOWES & JAVER	0.96%	134.45K	8.01M	-31.63K	-19.05%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.1%	153.87K	9.17M	16.29K	+11.84%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	1.31%	184.03K	10.97M	11.63K	+6.74%
Sep 30, 2025	SIGNAL ADVISORS WEALTH, LLC	1.39%	194.77K	11.61M	6.3K	+3.34%
Sep 30, 2025	ASPIRE PRIVATE CAPITAL, LLC	1.53%	215.17K	12.83M	-8.58K	-3.84%
Sep 30, 2025	HIBERNIA WEALTH PARTNERS, LLC	1.56%	219.33K	13.08M	-201.32K	-47.86%
Sep 30, 2025	MARINER, LLC	1.74%	244.61K	14.58M	6.63K	+2.79%
Sep 30, 2025	LANDMARK WEALTH MANAGEMENT, INC.	1.93%	270.2K	16.11M	5.7K	+2.16%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	2.06%	288.59K	17.2M	2.7K	+0.95%
Sep 30, 2025	AUSTIN PRIVATE WEALTH, LLC	2.37%	332.64K	19.83M	28.56K	+9.39%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	3.29%	461.92K	27.54M	18.51K	+4.17%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	13.11%	1.84M	109.7M	200.62K	+12.24%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	14.04%	1.97M	117.43M	62.76K	+3.29%
Sep 30, 2025	LPL FINANCIAL LLC	32.93%	4.62M	275.45M	30.71K	+0.67%
Sep 30, 2025	WORTH FINANCIAL ADVISORY GROUP, LLC	0.25%	35.67K	2.13M	540	+1.54%
Sep 30, 2025	TRUE VISION MN LLC	0.05%	7.48K	446.06K	-76	-1.01%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.06%	8.05K	479.8K	273	+3.51%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.06%	8.25K	491.5K	8.25K	+100.00%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.07%	9.18K	547.22K	6.64K	+260.71%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	9.5K	566K	-56.17K	-85.54%
Sep 30, 2025	FAMILY WEALTH GROUP, LLC	0.07%	9.71K	578.77K	-2.25K	-18.83%
Sep 30, 2025	CAPITAL CS GROUP, LLC	0.08%	10.53K	627.77K	1.17K	+12.52%
Sep 30, 2025	KELLY FINANCIAL SERVICES LLC	0.08%	10.61K	632.16K	-331	-3.03%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.08%	10.81K	644.15K	-126	-1.15%
Sep 30, 2025	RICHARD W. PAUL & ASSOCIATES, LLC	0.08%	11.8K	703.22K	-205	-1.71%
Sep 30, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	0.09%	12.03K	717.11K	-310	-2.51%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.82%	115.75K	6.9M	1.63K	+1.42%
Sep 30, 2025	IAMS WEALTH MANAGEMENT, LLC	0.2%	28.73K	1.71M	-1.33K	-4.42%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.77%	108.54K	6.47M	3.7K	+3.52%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.74%	103.21K	6.15M	103.21K	+100.00%
Sep 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.61%	85.67K	5.11M	-9.61K	-10.09%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.54%	75.92K	4.53M	-1.54K	-1.99%
Sep 30, 2025	GLOBAL FINANCIAL PRIVATE CLIENT, LLC	0.44%	62.05K	3.7M	6.74K	+12.18%
Sep 30, 2025	INTERNATIONAL PRIVATE WEALTH ADVISORS LLC	0.44%	61.23K	3.65M	3.14K	+5.40%
Sep 30, 2025	NOVUS ADVISORS, LLC	0.4%	56.75K	3.38M	-224	-0.39%
Sep 30, 2025	GEOWEALTH MANAGEMENT, LLC	0.4%	56.15K	3.35M	-2.58K	-4.39%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.36%	50.38K	3M	19.52K	+63.23%
Sep 30, 2025	MORGAN STANLEY	0.35%	49.53K	2.95M	1.44K	+2.99%
Sep 30, 2025	OUTLOOK WEALTH ADVISORS, LLC	0.26%	37.11K	2.21M	-1.99K	-5.08%
Sep 30, 2025	LOCKERMAN FINANCIAL GROUP, INC.	0.26%	36.96K	2.2M	-139	-0.37%
Sep 30, 2025	SPINNAKER INVESTMENT GROUP, LLC	0.09%	12.15K	724.26K	12.15K	+100.00%
Sep 30, 2025	HILLTOP HOLDINGS INC.	0.16%	22.23K	1.33M	-1.14K	-4.87%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.25%	35.25K	2.1M	33.58K	+2,012.16%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	30.8K	1.84M	-3.07K	-9.07%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	30.46K	1.81M	25.93K	+572.85%
Sep 30, 2025	SPECTRUM PLANNING & ADVISORY SERVICES INC.	0.11%	15.82K	943.07K	-117	-0.73%
Sep 30, 2025	ABSOLUTE CAPITAL MANAGEMENT, LLC	0.11%	15.56K	927.54K	4.29K	+38.00%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.11%	14.94K	890.51K	679	+4.76%
Sep 30, 2025	ARGENT TRUST CO	0.1%	13.53K	806.52K	-67	-0.49%
Sep 30, 2025	APELLA CAPITAL, LLC	0.2%	27.78K	1.66M	-488	-1.73%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.19%	27.03K	1.61M	407	+1.53%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.2%	28.54K	1.7M	861	+3.11%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.09%	12.15K	723.97K	19	+0.16%
Sep 30, 2025	BALBOA WEALTH PARTNERS	0.2%	28.61K	1.71M	-1.1K	-3.72%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	36.12K	2.15M	30.94K	+596.17%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.1%	13.5K	804.97K	54	+0.40%
Sep 30, 2025	VESTGEN ADVISORS, LLC	0.11%	15.99K	953.04K	606	+3.94%
Jun 30, 2025		0.1%	12.95K	711.1K	-2.2K	-14.52%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.09%	12.13K	665.95K	43	+0.36%
Jun 30, 2025	ROYAL BANK OF CANADA	0.09%	12.01K	660K	-9.4K	-43.90%
Jun 30, 2025	RICHARD W. PAUL & ASSOCIATES, LLC	0.09%	12K	659.15K	-735	-5.77%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	2.12%	285.89K	15.7M	7.12K	+2.55%
Jun 30, 2025	LANDMARK WEALTH MANAGEMENT, INC.	1.96%	264.5K	14.53M	10.86K	+4.28%
Jun 30, 2025	MARINER, LLC	1.76%	237.98K	13.07M	20.94K	+9.65%
Jun 30, 2025	ASPIRE PRIVATE CAPITAL, LLC	1.66%	223.75K	12.29M	-7.13K	-3.09%
Jun 30, 2025	RALEIGH CAPITAL MANAGEMENT INC.	0.97%	130.34K	7.16M	2.99K	+2.35%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.87%	117.31K	6.44M	11.36K	+10.72%
Jun 30, 2025	FAMILY WEALTH GROUP, LLC	0.09%	11.96K	656.94K	-426	-3.44%
Jun 30, 2025	ABSOLUTE CAPITAL MANAGEMENT, LLC	0.08%	11.28K	619.27K	715	+6.77%
Jun 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.08%	11.19K	614.67K	25	+0.22%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	14.14%	1.91M	104.74M	159.21K	+9.11%
Jun 30, 2025	KELLY FINANCIAL SERVICES LLC	0.08%	10.94K	600.63K	-544	-4.74%
Jun 30, 2025	CAPITAL CS GROUP, LLC	0.07%	9.36K	514.01K	-707	-7.02%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.06%	7.78K	427.06K	-1.76K	-18.43%
Jun 30, 2025	TRUE VISION MN LLC	0.06%	7.56K	415.14K	-4	-0.05%
Jun 30, 2025	FSA ADVISORS, INC.	0.06%	7.51K	412.48K	36	+0.48%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.05%	6.84K	375.77K	-11	-0.16%
Jun 30, 2025	FORT POINT CAPITAL PARTNERS LLC	0.05%	6.66K	365.6K	2	+0.03%
Jun 30, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.04%	5.95K	333.93K	889	+17.58%
Jun 30, 2025	PRIVATE CLIENT SERVICES, LLC	0.04%	5.79K	317.98K	-1.03K	-15.15%
Jun 30, 2025	MAIA WEALTH LLC	0.04%	5.72K	314.08K	-25	-0.44%
Jun 30, 2025	NWAM LLC	0.04%	5.41K	302.79K	0	0
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.04%	5.37K	293.63K	855	+18.93%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.03%	4.64K	254.55K	-5.85K	-55.80%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	1.28%	172.4K	9.47M	-259	-0.15%
Jun 30, 2025	SHARKEY, HOWES & JAVER	1.23%	166.09K	9.12M	5.07K	+3.15%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.02%	137.58K	7.56M	24.38K	+21.54%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	3.29%	443.41K	24.35M	12.49K	+2.90%
Jun 30, 2025	HIBERNIA WEALTH PARTNERS, LLC	3.12%	420.65K	23.1M	209.15K	+98.89%
Jun 30, 2025	MORGAN STANLEY	0.36%	48.09K	2.64B	-2.76K	-5.42%
Jun 30, 2025	AUSTIN PRIVATE WEALTH, LLC	2.25%	304.08K	16.7M	125.82K	+70.58%
Jun 30, 2025	BALBOA WEALTH PARTNERS	0.22%	29.71K	1.63M	-799	-2.62%
Jun 30, 2025	FOREFRONT ANALYTICS, LLC	0.17%	23.59K	1.3M	23.59K	+100.00%
Jun 30, 2025	HILLTOP HOLDINGS INC.	0.17%	23.37K	1.28M	36	+0.15%
Jun 30, 2025	LOKKEN INVESTMENT GROUP LLC	0.13%	17.61K	967.24K	-465	-2.57%
Jun 30, 2025	SPECTRUM PLANNING & ADVISORY SERVICES INC.	0.12%	15.94K	875.31K	348	+2.23%
Jun 30, 2025	ARGENT TRUST CO	0.1%	13.6K	746.75K	-18	-0.13%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.1%	13.45K	738.67K	493	+3.80%
Jun 30, 2025	NOVUS ADVISORS, LLC	0.42%	56.97K	3.13M	-700	-1.21%
Jun 30, 2025	OUTLOOK WEALTH ADVISORS, LLC	0.29%	39.1K	2.15M	-585	-1.47%
Jun 30, 2025	LPL FINANCIAL LLC	34.03%	4.59M	252.09M	257.07K	+5.93%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	12.16%	1.64M	90.05M	177.77K	+12.16%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.79%	106.62K	5.86M	16.38K	+18.15%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.57%	77.46K	4.25M	11.63K	+17.67%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.36%	48.2K	2.65M	48.2K	+100.00%
Jun 30, 2025	LOCKERMAN FINANCIAL GROUP, INC.	0.28%	37.1K	2.04M	2.31K	+6.63%
Jun 30, 2025	WORTH FINANCIAL ADVISORY GROUP, LLC	0.26%	35.13K	1.93M	-1	0.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	33.87K	1.86M	-78	-0.23%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.23%	30.86K	1.7M	30.86K	+100.00%
Jun 30, 2025	IAMS WEALTH MANAGEMENT, LLC	0.22%	30.06K	1.65M	994	+3.42%
Jun 30, 2025	APELLA CAPITAL, LLC	0.21%	28.27K	1.56M	24	+0.09%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.21%	27.68K	1.52M	156	+0.57%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.2%	26.62K	1.46M	26.62K	+100.00%
Jun 30, 2025	CROBAN	0.17%	23.59K	1.3M	1.09K	+4.85%
Jun 30, 2025	OCTOBER EFFECT LTD	0.13%	18.07K	992.19K	18.07K	+100.00%
Jun 30, 2025	VESTGEN ADVISORS, LLC	0.11%	15.38K	857.88K	4.46K	+40.80%
Jun 30, 2025	BISON WEALTH, LLC	0.1%	12.95K	711.1K	-2.2K	-14.52%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	1.55%	209.03K	11.48M	19.43K	+10.25%
Jun 30, 2025	SIGNAL ADVISORS WEALTH, LLC	1.4%	188.47K	10.35M	16.42K	+9.55%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.78%	104.84K	5.76M	5.88K	+5.94%
Jun 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.71%	95.28K	5.23M	-5.38K	-5.35%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.49%	65.67K	3.61M	-625	-0.94%
Jun 30, 2025	GEOWEALTH MANAGEMENT, LLC	0.44%	58.73K	3.23M	-132	-0.22%
Jun 30, 2025	INTERNATIONAL PRIVATE WEALTH ADVISORS LLC	0.43%	58.09K	3.19M	2.69K	+4.86%
Jun 30, 2025	GLOBAL FINANCIAL PRIVATE CLIENT, LLC	0.41%	55.31K	3.04M	4.24K	+8.29%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.11%	14.49K	795.68K	14.49K	+100.00%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.11%	14.26K	783.16K	-1.01K	-6.64%
Jun 30, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	0.09%	12.34K	677.52K	-2.07K	-14.37%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	2.22%	278.77K	14.15M	37.03K	+15.32%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	3.44%	430.92K	21.88M	10.7K	+2.55%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	11.66%	1.46M	74.22M	91.75K	+6.70%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	13.94%	1.75M	88.75M	93.39K	+5.64%
Mar 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.1%	12.08K	610.99K	0	0
Mar 31, 2025	MARINER, LLC	1.73%	217.04K	11.02M	4.49K	+2.11%
Mar 31, 2025	ASPIRE PRIVATE CAPITAL, LLC	1.84%	230.88K	11.72M	-3.98K	-1.69%
Mar 31, 2025	LANDMARK WEALTH MANAGEMENT, INC.	2.02%	253.64K	12.88M	18.58K	+7.90%
Mar 31, 2025	RICHARD W. PAUL & ASSOCIATES, LLC	0.1%	12.74K	646.63K	288	+2.31%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.1%	12.96K	692.42K	0	0
Mar 31, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	0.12%	14.41K	740.22K	675	+4.91%
Mar 31, 2025	NORTHROCK PARTNERS, LLC	0.17%	21.3K	1.08M	21.3K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.17%	21.4K	1.09M	250	+1.18%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.19%	23.92K	1.21M	-2.45K	-9.29%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.9%	113.19K	5.75M	20.95K	+22.71%
Mar 31, 2025		0.12%	15.15K	769.06K	-4.74K	-23.84%
Mar 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.12%	15.27K	775.46K	544	+3.69%
Mar 31, 2025	SPECTRUM PLANNING & ADVISORY SERVICES INC.	0.12%	15.59K	791.53K	12	+0.08%
Mar 31, 2025	LOKKEN INVESTMENT GROUP LLC	0.14%	18.08K	917.75K	-30.39K	-62.70%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.16%	20.51K	1.04M	20.51K	+100.00%
Mar 31, 2025	GEOWEALTH MANAGEMENT, LLC	0.47%	58.86K	2.99M	-217.77K	-78.72%
Mar 31, 2025	GLOBAL FINANCIAL PRIVATE CLIENT, LLC	0.41%	51.08K	2.59M	1.48K	+2.99%
Mar 31, 2025	ARGENT TRUST CO	0.11%	13.62K	691.24K	-348	-2.49%
Mar 31, 2025	HILLTOP HOLDINGS INC.	0.19%	23.33K	1.18M	159	+0.69%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.22%	27.52K	1.4M	763	+2.85%
Mar 31, 2025	APELLA CAPITAL, LLC	0.23%	28.24K	1.39M	23	+0.08%
Mar 31, 2025	IAMS WEALTH MANAGEMENT, LLC	0.23%	29.06K	1.48M	851	+3.02%
Mar 31, 2025	BALBOA WEALTH PARTNERS	0.24%	30.51K	1.55M	1.78K	+6.21%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	33.95K	1.72M	1.04K	+3.16%
Mar 31, 2025	LOCKERMAN FINANCIAL GROUP, INC.	0.28%	34.79K	1.77M	20.76K	+147.94%
Mar 31, 2025	WORTH FINANCIAL ADVISORY GROUP, LLC	0.28%	35.13K	1.78M	-7.34K	-17.29%
Mar 31, 2025	OUTLOOK WEALTH ADVISORS, LLC	0.32%	39.69K	2.01M	1.9K	+5.02%
Mar 31, 2025	MORGAN STANLEY	0.41%	50.85K	2.58M	-45.66K	-47.31%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.53%	65.83K	3.34M	-34.83K	-34.60%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.53%	66.29K	3.37M	-1.93K	-2.83%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.72%	90.24K	4.58M	516	+0.58%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.79%	98.97K	5.02M	13.88K	+16.31%
Mar 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.8%	100.66K	5.11M	3.56K	+3.67%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.85%	105.95K	5.38M	11.26K	+11.89%
Mar 31, 2025	AUSTIN PRIVATE WEALTH, LLC	1.42%	178.27K	9.05M	113.53K	+175.36%
Mar 31, 2025	LPL FINANCIAL LLC	34.57%	4.33M	219.99M	190.8K	+4.61%
Mar 31, 2025	RALEIGH CAPITAL MANAGEMENT INC.	1.02%	127.35K	6.47M	11.77K	+10.18%
Mar 31, 2025	SHARKEY, HOWES & JAVER	1.28%	161.01K	8.17M	2.7K	+1.71%
Mar 31, 2025	INTERNATIONAL PRIVATE WEALTH ADVISORS LLC	0.44%	55.4K	2.81M	5.96K	+12.04%
Mar 31, 2025	SIGNAL ADVISORS WEALTH, LLC	1.37%	172.05K	8.73M	9.77K	+6.02%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	1.38%	172.66K	8.77M	4.96K	+2.96%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	1.51%	189.6K	9.63M	8.35K	+4.61%
Mar 31, 2025	HIBERNIA WEALTH PARTNERS, LLC	1.69%	211.49K	10.74M	-6.98K	-3.20%
Mar 31, 2024	HIBERNIA WEALTH PARTNERS, LLC	2.03%	204.28K	10.18M	-10.71K	-4.98%
Mar 31, 2024	ASPIRE PRIVATE CAPITAL, LLC	2.49%	250.32K	12.48M	-28.08K	-10.09%
Mar 31, 2024	GEOWEALTH MANAGEMENT, LLC	2.57%	258.38K	12.88M	4.62K	+1.82%
Mar 31, 2024	LPL FINANCIAL LLC	34.06%	3.5M	174.26M	235.69K	+7.23%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	2.03%	204.02K	10.17M	20.29K	+11.04%
Mar 31, 2024	INTERNATIONAL PRIVATE WEALTH ADVISORS LLC	0.09%	9.23K	460.34K	-101.67K	-91.67%
Mar 31, 2024	EQIS CAPITAL MANAGEMENT, INC.	0.09%	9.46K	471.67K	-605	-6.01%
Mar 31, 2024	CASTLEVIEW PARTNERS, LLC	0.09%	9.47K	471.94K	3.58K	+60.85%
Mar 31, 2024	SILVERLAKE WEALTH MANAGEMENT LLC	0.11%	11.53K	574.84K	-630	-5.18%
Mar 31, 2024	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.12%	11.75K	585.56K	3.23K	+37.93%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.12%	11.75K	585.56K	1.4K	+13.48%
Mar 31, 2024	CAPITAL ASSET ADVISORY SERVICES LLC	0.12%	12.2K	601.85K	7.12K	+140.17%
Mar 31, 2024	SILVER OAK SECURITIES, INCORPORATED	0.12%	12.47K	621.79K	21	+0.17%
Mar 31, 2024	LOCKERMAN FINANCIAL GROUP, INC.	0.14%	14.53K	724.55K	9	+0.06%
Mar 31, 2024	RICHARD W. PAUL & ASSOCIATES, LLC	0.15%	14.89K	742.35M	-1.91K	-11.36%
Mar 31, 2024	ATOMI FINANCIAL GROUP, INC.	0.15%	15.56K	775.78K	-160	-1.02%
Mar 31, 2024	ARGENT TRUST CO	0.17%	16.58K	826.76K	-1.62K	-8.88%
Mar 31, 2024	AVEO CAPITAL PARTNERS, LLC	0.17%	16.79K	811.39K	2.59K	+18.21%
Mar 31, 2024	JANE STREET GROUP, LLC	0.17%	17.68K	881.3K	17.68K	+100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	18.33K	913.81K	-22.53K	-55.14%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.28%	28.97K	1.44M	-19.28K	-39.96%
Mar 31, 2024	APELLA CAPITAL, LLC	0.29%	28.99K	1.43M	23	+0.08%
Mar 31, 2024	BALBOA WEALTH PARTNERS	0.3%	29.85K	1.49M	5.74K	+23.80%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.32%	32.44K	1.62M	1.16K	+3.72%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	33.8K	1.69M	-2.04K	-5.69%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.35%	35.31K	1.76M	-194	-0.55%
Mar 31, 2024	OUTLOOK WEALTH ADVISORS, LLC	0.4%	40.44K	2.02M	-1.12K	-2.69%
Mar 31, 2024	WORTH FINANCIAL ADVISORY GROUP, LLC	0.41%	41.49K	2.07M	13.01K	+45.66%
Mar 31, 2024	GLOBAL FINANCIAL PRIVATE CLIENT, LLC	0.47%	47.31K	2.35M	6.19K	+15.06%
Mar 31, 2024	CETERA ADVISORS LLC	0.49%	49K	2.44M	-11.21K	-18.62%
Mar 31, 2024	LOKKEN INVESTMENT GROUP LLC	0.51%	51.71K	2.58M	-494	-0.95%
Mar 31, 2024	AUSTIN PRIVATE WEALTH, LLC	0.52%	52.17K	2.58M	10.73K	+25.88%
Mar 31, 2024	MORGAN STANLEY	0.59%	60.48K	3.02M	2.09K	+3.58%
Mar 31, 2024	CREATIVEONE WEALTH, LLC	0.61%	60.91K	3.04M	-765	-1.24%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	3.8%	381.69K	19.03M	17.41K	+4.78%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	9.87%	991.96K	49.46M	196.82K	+24.75%
Mar 31, 2024		0.31%	30.9K	1.54M	-2.66K	-7.93%
Mar 31, 2024	CITADEL ADVISORS LLC	0.09%	9.46K	471.39K	-7.5K	-44.25%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	10.43%	1.07M	53.33M	29.69K	+2.85%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.09%	9.13K	454.99K	9.13K	+100.00%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.67%	67.01K	3.34M	67.01K	+100.00%
Mar 31, 2024	MARINER, LLC	0.69%	69.06K	3.44M	69.06K	+100.00%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0.79%	79.82K	3.98M	-339.07K	-80.94%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.81%	83.22K	4.15M	5.83K	+7.54%
Mar 31, 2024	RALEIGH CAPITAL MANAGEMENT INC.	0.94%	94.26K	4.7M	4.65K	+5.19%
Mar 31, 2024	TAP CONSULTING, LLC	1%	100.45K	5.01M	445	+0.45%
Mar 31, 2024	MOSLEY WEALTH MANAGEMENT	1.04%	104.92K	5.23M	14.97K	+16.64%
Mar 31, 2024	FOUNDATIONS INVESTMENT ADVISORS, LLC	1.07%	107.26K	5.35M	9.71K	+9.96%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	1.07%	107.52K	5.36M	62.06K	+136.49%
Mar 31, 2024	AXXCESS WEALTH MANAGEMENT, LLC	1.12%	112.39K	5.6M	10.18K	+9.96%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	1.19%	119.46K	5.96M	5.31K	+4.65%
Mar 31, 2024	ABSOLUTE CAPITAL MANAGEMENT, LLC	0.09%	8.79K	438.4K	-1.01K	-10.29%
Mar 31, 2024	FORT POINT CAPITAL PARTNERS LLC	0.06%	6.35K	316.34K	220	+3.59%
Mar 31, 2024	CREATIVE PLANNING	0.06%	6.54K	326.07K	0	0
Mar 31, 2024	TRUIST FINANCIAL CORP	0.07%	7.39K	368.21K	4	+0.05%
Mar 31, 2024	CAPITAL CS GROUP, LLC	0.07%	7.45K	371.38K	7.45K	+100.00%
Mar 31, 2024	TRIUMPH CAPITAL MANAGEMENT	0.08%	8.56K	425.84K	484	+5.99%
Mar 31, 2024	IAMS WEALTH MANAGEMENT, LLC	0.08%	8.6K	415.47K	8.6K	+100.00%
Dec 31, 2023	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.11%	10.33K	472.59K	-2.36K	-18.59%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.11%	10.35K	473.59K	2.47K	+31.36%
Dec 31, 2023	SPECTRUM PLANNING & ADVISORY SERVICES INC.	0.12%	11.08K	506.95K	2.88K	+35.19%
Dec 31, 2023	SILVERLAKE WEALTH MANAGEMENT LLC	0.13%	12.16K	556.41K	-75	-0.61%
Dec 31, 2023	SILVER OAK SECURITIES, INCORPORATED	0.14%	12.45K	569.73K	451	+3.76%
Dec 31, 2023	AVEO CAPITAL PARTNERS, LLC	0.16%	14.2K	649.71K	866	+6.50%
Dec 31, 2023	LOCKERMAN FINANCIAL GROUP, INC.	0.16%	14.52K	664.6K	3.06K	+26.69%
Dec 31, 2023	ATOMI FINANCIAL GROUP, INC.	0.17%	15.72K	719.32K	3.86K	+32.57%
Dec 31, 2023	RICHARD W. PAUL & ASSOCIATES, LLC	0.19%	16.8K	768.64K	-1.28K	-7.10%
Dec 31, 2023	CITADEL ADVISORS LLC	0.19%	16.96K	776.01K	1.05K	+6.57%
Dec 31, 2023	ARGENT TRUST CO	0.2%	18.2K	832.74K	-3.13K	-14.67%
Dec 31, 2023	ROYAL BANK OF CANADA	0.2%	18.55K	849K	15.26K	+463.58%
Dec 31, 2023	BALBOA WEALTH PARTNERS	0.27%	24.11K	1.1M	-523	-2.12%
Dec 31, 2023	WORTH FINANCIAL ADVISORY GROUP, LLC	0.31%	28.49K	1.3M	1.99K	+7.50%
Dec 31, 2023	APELLA CAPITAL, LLC	0.32%	28.97K	1.3M	-109	-0.37%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.35%	31.28K	1.43M	1.14K	+3.77%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.39%	35.5K	1.62M	-6.15K	-14.76%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.4%	35.84K	1.64M	-8.03K	-18.31%
Dec 31, 2023	AUSTIN PRIVATE WEALTH, LLC	0.46%	41.45K	1.9M	104	+0.25%
Dec 31, 2023	OUTLOOK WEALTH ADVISORS, LLC	0.46%	41.55K	1.9M	-1.38K	-3.22%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.5%	45.47K	2.08M	-450	-0.98%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.53%	48.26K	2.21M	-63.69K	-56.89%
Dec 31, 2023	LOKKEN INVESTMENT GROUP LLC	0.58%	52.2K	2.39M	1.76K	+3.48%
Dec 31, 2023	MORGAN STANLEY	0.64%	58.39K	2.67M	15.38K	+35.75%
Dec 31, 2023	CETERA ADVISORS LLC	0.67%	60.22K	2.76M	-7.63K	-11.24%
Dec 31, 2023	CREATIVEONE WEALTH, LLC	0.68%	61.68K	2.82M	-1.22K	-1.93%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.85%	77.39K	3.54M	9.81K	+14.52%
Dec 31, 2023	RALEIGH CAPITAL MANAGEMENT INC.	0.99%	89.61K	4.1M	3.46K	+4.02%
Dec 31, 2023	FOUNDATIONS INVESTMENT ADVISORS, LLC	1.08%	97.54K	4.57M	-509	-0.52%
Dec 31, 2023	TAP CONSULTING, LLC	1.1%	100K	4.58M	94.78K	+1,815.75%
Dec 31, 2023	AXXCESS WEALTH MANAGEMENT, LLC	1.13%	102.21K	4.68M	-1.46K	-1.41%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	1.26%	114.15K	5.22M	43.69K	+62.02%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	1.4%	126.34K	5.78M	-4.8K	-3.66%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	2.03%	183.73K	8.42M	30.5K	+19.90%
Dec 31, 2023	GEOWEALTH MANAGEMENT, LLC	2.8%	253.76K	11.61M	22.91K	+9.92%
Dec 31, 2023	ASPIRE PRIVATE CAPITAL, LLC	3.07%	278.4K	12.74M	-26.32K	-8.64%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	4.02%	364.28K	16.67M	11.22K	+3.18%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	4.63%	418.89K	19.6M	88.21K	+26.68%
Dec 31, 2023		0.15%	13.48K	616.59K	13.48K	+100.00%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	11.49%	1.04M	47.59M	46.44K	+4.67%
Dec 31, 2023	LPL FINANCIAL LLC	36%	3.26M	149.15M	1.07M	+49.03%
Dec 31, 2023	CREATIVE PLANNING	0.07%	6.54K	299.26K	-118	-1.77%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.08%	7.38K	337.73K	0	0
Dec 31, 2023	TRIUMPH CAPITAL MANAGEMENT	0.09%	8.08K	369.68K	3.19K	+65.08%
Dec 31, 2023	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.09%	8.52K	389.63K	2.65K	+45.18%
Dec 31, 2023	ABSOLUTE CAPITAL MANAGEMENT, LLC	0.11%	9.8K	448.55K	2.34K	+31.31%
Dec 31, 2023	EQIS CAPITAL MANAGEMENT, INC.	0.11%	10.07K	460.61K	-1.18K	-10.46%

Frequently Asked Questions