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

Who are the major shareholders selling Invesco S&P MidCap Low Volatility ETF stock?

UBS GROUP AG, in the last quarter, reduced its stake in XMLV by -0.12% restricting it's holding to 289.74 thousand shares of worth nearly $19.22M. EQUITABLE HOLDINGS, INC. also lessened -4.06% of the XMLV shares from its portfolio, reducing its holding to 19.35 thousand shares of worth $1.28M. THREE BEARINGS FIDUCIARY ADVISORS, INC. also shunned XMLV shares holding by -10.29% last quarter which brought its holding to 26.36 thousand shares worth $1.75M.

Investors who are buying XMLV stock?

As per its latest 13F filing, FMR LLC increased its stake in XMLV by 32.08% in the last quarter. The institutional holder raised its holding to 11.12 thousand shares having worth more than $737.36K. DAIWA SECURITIES GROUP INC. also added 3.6% more shares of XMLV to its portfolio, raising its holding to 11.5 thousand shares of worth $762.80K. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also increased its XMLV shares holding by 1.54% which brought its holding to 484.53 thousand shares worth $32.14M.

XMLV's major insiders: who are they?

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

Did an insider recently sell XMLV stock?

Company executives, directors, and other insiders own N/A percent of Invesco S&P MidCap Low Volatility ETF's stock. Within the last six months, there have been 0 transaction(s) in which XMLV insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased XMLV stock?

There have been 0 transaction(s) during the past 6-months in which Invesco S&P MidCap Low Volatility ETF insiders have bought stock, totalling 0 shares

How much of XMLV does insiders own?

Around 0 Invesco S&P MidCap Low Volatility ETF shares are held by insiders, which represents about N/A of XMLV stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in XMLV?

UBS GROUP AG is the largest institutional owner in XMLV which holds 289.74 thousand shares worth $19.22M or 2.72% of the total XMLV shares outstanding followed by PORTLAND FINANCIAL ADVISORS INC with ownership of 11.09 thousand shares representing 0.1% of the XMLV ownership. FMR LLC is the third largest stakeholder with 11.12 thousand shares or 0.1% of the ownership worth more than $737.36K.

Is Invesco S&P MidCap Low Volatility 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 XMLV is concerned, it is a stock which is optionable.

Is there a short position on XMLV's shares?

Number of XMLV 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 XMLV shares are there?

As of today, null shares of XMLV are outstanding.

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

XMLV 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 XMLV is null.

Invesco S&P MidCap Low Volatility ETF (XMLV) 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. UBS GROUP AG is the top corporate investor, holding 289.74K shares valued at $19.22M. A 2.72% stake in Invesco S&P MidCap Low Volatility ETF is owned by the company. PORTLAND FINANCIAL ADVISORS INC owns 11.09K shares valued at $735.53K, which translates its holding of 0.1% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	UBS GROUP AG	2.72%	289.74K	19.22M	-341	-0.12%
Jun 30, 2026	PORTLAND FINANCIAL ADVISORS INC	0.1%	11.09K	735.53K	0	0
Jun 30, 2026	FMR LLC	0.1%	11.12K	737.36K	2.7K	+32.08%
Jun 30, 2026	DAIWA SECURITIES GROUP INC.	0.11%	11.5K	762.8K	400	+3.60%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	4.55%	484.53K	32.14M	7.33K	+1.54%
Jun 30, 2026	MORGAN STANLEY	5.98%	636.37K	42.21M	3.77K	+0.60%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.18%	19.35K	1.28M	-818	-4.06%
Jun 30, 2026	THREE BEARINGS FIDUCIARY ADVISORS, INC.	0.25%	26.36K	1.75M	-3.02K	-10.29%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.27%	28.78K	1.91M	14.92K	+107.62%
Jun 30, 2026	ROYAL BANK OF CANADA	0.69%	73.85K	4.9M	6.15K	+9.09%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.06%	112.99K	7.49M	7.91K	+7.53%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	0.15%	15.68K	1.04M	-464	-2.87%
Jun 30, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.38%	40.28K	2.67M	-60	-0.15%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.4%	42.75K	2.84M	2.73K	+6.83%
Jun 30, 2026	LMCG INVESTMENTS, LLC	0.46%	49.06K	3.25M	760	+1.57%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	2.6%	276.56K	18.34M	-29.87K	-9.75%
Jun 30, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.13%	13.99K	928.3K	-70	-0.50%
Jun 30, 2026	1900 WEALTH MANAGEMENT LLC	0.13%	14.28K	947.16K	-945	-6.21%
Jun 30, 2026	MARINER, LLC	0.14%	15.02K	996.55K	-18.95K	-55.78%
Jun 30, 2026	SNOWDEN CAPITAL ADVISORS LLC	0.11%	11.91K	790.09K	-73	-0.61%
Jun 30, 2026	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.12%	12.96K	859.41K	-1.16K	-8.20%
Jun 30, 2026	VISIONARY WEALTH ADVISORS	0.13%	13.81K	916.22K	-20	-0.14%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.14%	15.24K	1.01M	5	+0.03%
Jun 30, 2026	CALTON & ASSOCIATES, INC.	0.18%	19.11K	1.27M	-4.25K	-18.19%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.34%	36.05K	2.39M	34.52K	+2,254.87%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.34%	36.5K	2.42M	0	0
Jun 30, 2026	PROVISE MANAGEMENT GROUP, LLC	0.62%	66.25K	4.39M	-6.16K	-8.51%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.71%	76.02K	5.04M	62.83K	+476.11%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	1.01%	107.6K	7.14M	-1.59K	-1.46%
Jun 30, 2026	LPL FINANCIAL LLC	4.33%	461.22K	30.59M	1.52K	+0.33%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	1.89%	200.86K	13.32M	-3.59K	-1.76%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.51%	160.36K	10.64M	-11.6K	-6.75%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.12%	225.62K	14.97M	-28.32K	-11.15%
Jun 30, 2026	ESSEX FINANCIAL SERVICES, INC.	0.09%	10.01K	663.63K	-668	-6.26%
Jun 30, 2026	SCULATI WEALTH MANAGEMENT, LLC	0.09%	10.2K	701.04K	-77	-0.75%
Jun 30, 2026	PROSPERITY CONSULTING GROUP, LLC	0.09%	10.23K	678.42K	0	0
Jun 30, 2026	WELL DONE, LLC	0.1%	10.49K	695.9K	-193	-1.81%
Jun 30, 2026	CITIGROUP INC	0.1%	10.63K	704.75K	-471	-4.24%
Jun 30, 2026	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.1%	10.91K	723.53K	-127	-1.15%
Jun 30, 2026	MORGANROSEL WEALTH MANAGEMENT, LLC	0.15%	16.46K	1.09M	2.23K	+15.63%
Jun 30, 2026	TEMPO WEALTH, LLC	0.18%	18.85K	1.25M	-118	-0.62%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	1.43%	152.06K	10.09M	7.55K	+5.22%
Jun 30, 2026	PFS PARTNERS, LLC	1.26%	134.08K	8.89M	3.25K	+2.48%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.97%	103.18K	6.84M	-16.05K	-13.46%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.77%	81.63K	5.41M	-4.22K	-4.92%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.54%	163.37K	10.93M	7.55K	+4.85%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.63%	173.96K	11.54M	-9.81K	-5.34%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.7%	181.34K	12.03M	-708	-0.39%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.75%	79.33K	5.26M	4.14K	+5.51%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.59%	62.45K	4.14M	-187	-0.30%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.47%	49.87K	3.31M	-619	-1.23%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.39%	41.62K	2.76M	150	+0.36%
Jun 30, 2026	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	0.31%	33.07K	2.19M	-991	-2.91%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.29%	31.27K	2.07M	1.8K	+6.09%
Jun 30, 2026		0.17%	18.85K	1.25M	-118	-0.62%
Jun 30, 2026	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.23%	24.69K	1.64M	636	+2.64%
Jun 30, 2026	MASSMUTUAL TRUST CO FSB/ADV	0.22%	23.83K	1.58M	-390	-1.61%
Jun 30, 2026	JFS WEALTH ADVISORS, LLC	0.19%	20.66K	1.37M	-458	-2.17%
Jun 30, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.19%	20.01K	1.33M	-78	-0.39%
Jun 30, 2026	PACIFIC SUN FINANCIAL CORP	0.18%	19.65K	1.3M	-1.12K	-5.39%
Jun 30, 2026	AVESTAR CAPITAL, LLC	0.16%	16.59K	1.1M	1.03K	+6.63%
Jun 30, 2026	DORVAL CORP	2.5%	266.27K	17.66M	4.54K	+1.74%
Mar 31, 2026	CITIGROUP INC	0.1%	11.1K	698.71K	211	+1.94%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.17%	18.49K	1.16M	280	+1.54%
Mar 31, 2026		0.17%	18.97K	1.19M	-327	-1.69%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.18%	19.31K	1.22M	19.31K	+100.00%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	1.88%	204.45K	12.87M	-9.6K	-4.48%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.34%	253.94K	15.99M	21.36K	+9.18%
Mar 31, 2026	DORVAL CORP	2.41%	261.73K	16.48M	7.69K	+3.03%
Mar 31, 2026	UBS GROUP AG	2.67%	290.08K	18.27M	-6.09K	-2.05%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	2.82%	306.43K	19.3M	10K	+3.37%
Mar 31, 2026	ESSEX FINANCIAL SERVICES, INC.	0.1%	10.67K	672.09K	47	+0.44%
Mar 31, 2026	WELL DONE, LLC	0.1%	10.69K	672.84K	-69	-0.64%
Mar 31, 2026	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.1%	11.04K	694.87K	11.04K	+100.00%
Mar 31, 2026	PORTLAND FINANCIAL ADVISORS INC	0.1%	11.09K	698.27K	0	0
Mar 31, 2026	LPL FINANCIAL LLC	4.23%	459.7K	28.95M	-215.58K	-31.92%
Mar 31, 2026	DAIWA SECURITIES GROUP INC.	0.1%	11.1K	698.97K	3.9K	+54.17%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.1%	11.36K	715.38K	-680	-5.65%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.12%	13.2K	830.97K	3.01K	+29.60%
Mar 31, 2026	VISIONARY WEALTH ADVISORS	0.13%	13.83K	871.07K	-287	-2.03%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.13%	13.86K	872.88K	63	+0.46%
Mar 31, 2026	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.13%	14.11K	888.73K	-305	-2.12%
Mar 31, 2026	MORGANROSEL WEALTH MANAGEMENT, LLC	0.13%	14.24K	896.38K	-2.75K	-16.18%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.38%	41.47K	2.61M	80	+0.19%
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.19%	20.09K	1.26M	-476	-2.31%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.19%	20.17K	1.26M	-17.51K	-46.47%
Mar 31, 2026	PACIFIC SUN FINANCIAL CORP	0.19%	20.77K	1.31M	290	+1.42%
Mar 31, 2026	JFS WEALTH ADVISORS, LLC	0.19%	21.12K	1.33M	-299	-1.40%
Mar 31, 2026	CALTON & ASSOCIATES, INC.	0.22%	23.36K	1.47M	-3.68K	-13.59%
Mar 31, 2026	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.22%	24.05K	1.51M	7.21K	+42.84%
Mar 31, 2026	MASSMUTUAL TRUST CO FSB/ADV	0.22%	24.22K	1.52M	4.54K	+23.05%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.27%	29.48K	1.86M	-1.99K	-6.32%
Mar 31, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.27%	29.61K	1.86M	1.5K	+5.34%
Mar 31, 2026	LMCG INVESTMENTS, LLC	0.44%	48.3K	3.04M	5.51K	+12.89%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.47%	50.49K	3.18M	10.33K	+25.73%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.58%	62.64K	3.95M	-2.42K	-3.72%
Mar 31, 2026	ROYAL BANK OF CANADA	0.62%	67.7K	4.26M	-26.89K	-28.43%
Mar 31, 2026	ADVISER INVESTMENTS LLC	0.65%	70.28K	4.43M	70.28K	+100.00%
Mar 31, 2026	PROVISE MANAGEMENT GROUP, LLC	0.67%	72.41K	4.56M	902	+1.26%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.69%	75.19K	4.73M	-5.9K	-7.27%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.97%	105.07K	6.62M	16.79K	+19.02%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	1.01%	109.2K	6.88M	-7.79K	-6.66%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.1%	119.23K	7.51M	-2.43K	-2.00%
Mar 31, 2026	PFS PARTNERS, LLC	1.21%	130.83K	8.24M	2.94K	+2.30%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	1.33%	144.52K	9.1M	8.29K	+6.09%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	1.44%	155.82K	9.67M	13.98K	+9.85%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.58%	171.97K	10.83M	-2.18K	-1.25%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.68%	182.04K	11.46M	2.42K	+1.35%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.67%	183.78K	11.56M	335	+0.18%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	4.4%	477.21K	30.05M	2.66K	+0.56%
Mar 31, 2026	MORGAN STANLEY	5.83%	632.6K	39.83M	13.31K	+2.15%
Mar 31, 2026	AVESTAR CAPITAL, LLC	0.14%	15.56K	979.62K	470	+3.12%
Mar 31, 2026	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	0.31%	33.64K	2.12M	2.52K	+8.08%
Mar 31, 2026	MARINER, LLC	0.31%	33.97K	2.14M	462	+1.38%
Mar 31, 2026	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	0.31%	34.06K	2.14M	47	+0.14%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.34%	36.5K	2.3M	0	0
Mar 31, 2026	U.S. CAPITAL WEALTH ADVISORS, LLC	0.35%	38.41K	2.42M	8.2K	+27.15%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.37%	40.02K	2.52M	-12.48K	-23.78%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.37%	40.34K	2.54M	1.62K	+4.18%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.79%	85.85K	5.41M	-3.51K	-3.93%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.13%	14.3K	900.53K	-150.56K	-91.33%
Mar 31, 2026	1900 WEALTH MANAGEMENT LLC	0.14%	15.23K	958.73K	-370	-2.37%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.14%	15.23K	959K	-321	-2.06%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	0.15%	16.14K	1.02M	-410	-2.48%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.89%	214.05K	13.35M	5.68K	+2.72%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.05%	232.58K	14.51M	-47.4K	-16.93%
Dec 31, 2025	DORVAL CORP	2.16%	254.04K	15.84M	9.13K	+3.73%
Dec 31, 2025	UBS GROUP AG	2.61%	296.16K	18.47M	-1.47K	-0.49%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	2.61%	296.43K	18.49M	-16.52K	-5.28%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	4.09%	474.54K	29.6M	-67.7K	-12.48%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.53%	174.15K	10.86M	-8.52K	-4.67%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.24%	141.84K	8.85M	10.65K	+8.12%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	1.16%	136.22K	8.5M	132.63K	+3,691.32%
Dec 31, 2025	PFS PARTNERS, LLC	1.09%	127.89K	7.98M	-1.35K	-1.04%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.07%	121.66K	7.59M	-4.07K	-3.24%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.03%	116.98K	7.3M	-4.43K	-3.64%
Dec 31, 2025	VISIONARY WEALTH ADVISORS	0.12%	14.12K	880.63M	-11	-0.08%
Dec 31, 2025	LPL FINANCIAL LLC	5.92%	675.29K	42.12M	69.35K	+11.44%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.78%	88.28K	5.51M	15.88K	+21.94%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.71%	81.09K	5.06M	5.06K	+6.66%
Dec 31, 2025	WELL DONE, LLC	0.09%	10.75K	670.7K	-886	-7.61%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	10.18K	635.03K	1.15K	+12.68%
Dec 31, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.09%	10.43K	650.62K	-406	-3.75%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.08%	9.38K	235.58K	-23	-0.24%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.28%	31.47K	1.96M	-360	-1.13%
Dec 31, 2025	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	0.27%	31.12K	1.94M	-8.54K	-21.53%
Dec 31, 2025		0.16%	19.3K	1.2M	19.3K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	23.14K	1.44M	13.85K	+149.07%
Dec 31, 2025	PROVISE MANAGEMENT GROUP, LLC	0.61%	71.51K	4.46M	6.76K	+10.44%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.33%	37.67K	2.35M	-8.89K	-19.10%
Dec 31, 2025	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	0.29%	34.01K	2.12M	582	+1.74%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.15%	16.55K	1.03M	-1.64K	-9.00%
Dec 31, 2025	MORGANROSEL WEALTH MANAGEMENT, LLC	0.15%	16.98K	1.06M	-77.63K	-82.05%
Dec 31, 2025	PACIFIC SUN FINANCIAL CORP	0.17%	20.48K	1.28M	-670	-3.17%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.18%	20.56K	1.28M	94	+0.46%
Dec 31, 2025	JFS WEALTH ADVISORS, LLC	0.18%	21.42K	1.34M	14	+0.07%
Dec 31, 2025	FINEMARK NATIONAL BANK & TRUST	0.19%	21.13K	1.32M	445	+2.15%
Dec 31, 2025	CAPITAL ANALYSTS, LLC	0.19%	21.61K	1.35M	-1.18K	-5.18%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.61%	183.44K	11.45M	-27.83K	-13.17%
Dec 31, 2025	BOOTHBAY FUND MANAGEMENT, LLC	1.34%	152.8K	12.88M	-14K	-8.39%
Dec 31, 2025	AVESTAR CAPITAL, LLC	0.13%	15.09K	940.94K	129	+0.86%
Dec 31, 2025	1900 WEALTH MANAGEMENT LLC	0.13%	15.6K	972.61K	22	+0.14%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.14%	15.56K	970K	724	+4.88%
Dec 31, 2025	WBI INVESTMENTS, INC.	0.2%	22.89K	1.43M	-1.24K	-5.12%
Dec 31, 2025	CALTON & ASSOCIATES, INC.	0.24%	27.04K	1.69M	-3.58K	-11.69%
Dec 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.26%	30.21K	1.88M	-5.15K	-14.56%
Dec 31, 2025	MARINER, LLC	0.29%	33.51K	2.09M	-1.17K	-3.38%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.32%	36.5K	2.28M	5K	+15.87%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.33%	38.72K	2.42M	414	+1.08%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.36%	41.39K	2.58M	-1.42K	-3.32%
Dec 31, 2025	LMCG INVESTMENTS, LLC	0.36%	42.79K	2.67M	2.26K	+5.57%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.46%	52.5K	3.27M	-1.08K	-2.01%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.57%	65.06K	4.06M	-10.56K	-13.97%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.79%	89.36K	5.57M	-11.84K	-11.70%
Dec 31, 2025	ROYAL BANK OF CANADA	0.83%	94.58K	5.9M	20.13K	+27.03%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	1.45%	164.86K	10.28M	10.9K	+7.08%
Dec 31, 2025	MORGAN STANLEY	5.46%	619.29K	38.62M	18.33K	+3.05%
Dec 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.09%	10.63K	662.75K	6	+0.06%
Dec 31, 2025	DESTINY CAPITAL CORP/CO	0.1%	11.21K	698.98K	-118	-1.04%
Dec 31, 2025	CITIGROUP INC	0.1%	10.89K	678.86K	-1.01K	-8.45%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	11.23K	709.51K	-733	-6.13%
Dec 31, 2025	PORTLAND FINANCIAL ADVISORS INC	0.1%	11.09K	691.6K	0	0
Dec 31, 2025	SCULATI WEALTH MANAGEMENT, LLC	0.1%	11.49K	716.7K	-7.49K	-39.47%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.11%	12.04K	750.99K	-19	-0.16%
Dec 31, 2025	STRATEGIC EQUITY MANAGEMENT	0.11%	12.26K	764.63K	0	0
Dec 31, 2025	MONEYWISE, INC.	0.11%	13.23K	825.25K	-367	-2.70%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.12%	13.8K	860.59K	-710	-4.89%
Dec 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.12%	14.42K	899.28K	-1.37K	-8.67%
Dec 31, 2025	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.14%	16.84K	1.05M	1.52K	+9.92%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.16%	18.21K	1.14M	752	+4.31%
Dec 31, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.17%	19.68K	1.23M	1.37K	+7.49%
Dec 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.25%	28.1K	1.75M	-24.41K	-46.49%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.35%	40.16K	2.5M	8.37K	+26.31%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.58%	179.62K	11.2M	-32.45K	-15.30%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	14.51K	922.2K	-253	-1.71%
Sep 30, 2025	WBI INVESTMENTS, INC.	0.19%	24.13K	1.53M	-27.12K	-52.92%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	2.46%	312.95K	19.89M	-9.32K	-2.89%
Sep 30, 2025	UBS GROUP AG	2.34%	297.64K	18.92M	-18.28K	-5.78%
Sep 30, 2025	DORVAL CORP	1.92%	244.92K	15.57M	10.68K	+4.56%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	1.21%	153.96K	9.79M	6.53K	+4.43%
Sep 30, 2025	AVID WEALTH PARTNERS LLC	1.17%	148.63K	9.45M	8.15K	+5.80%
Sep 30, 2025	JPMORGAN CHASE & CO	1.15%	146.71K	9.32M	6.48K	+4.62%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.03%	131.2K	8.31M	18.57K	+16.49%
Sep 30, 2025	PFS PARTNERS, LLC	1.02%	129.24K	8.21M	391	+0.30%
Sep 30, 2025	MORGANROSEL WEALTH MANAGEMENT, LLC	0.74%	94.61K	6.01M	-3.29K	-3.36%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0.62%	79.44K	9.44M	77K	+3,157.11%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.59%	75.62K	4.83M	-476	-0.63%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.57%	72.4K	4.6M	7.71K	+11.93%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.37%	46.56K	2.96M	560	+1.22%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.34%	42.81K	2.72M	-879	-2.01%
Sep 30, 2025	LMCG INVESTMENTS, LLC	0.32%	40.53K	2.58M	2.94K	+7.81%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.28%	35.36K	2.25M	-2.79K	-7.31%
Sep 30, 2025	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	0.26%	33.43K	2.12M	436	+1.32%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.25%	31.83K	2.02M	-148.75K	-82.37%
Sep 30, 2025	CALTON & ASSOCIATES, INC.	0.24%	30.62K	1.95M	0	0
Sep 30, 2025	CAPITAL ANALYSTS, LLC	0.18%	22.79K	1.45M	793	+3.61%
Sep 30, 2025	JFS WEALTH ADVISORS, LLC	0.17%	21.41K	1.36M	15	+0.07%
Sep 30, 2025	PACIFIC SUN FINANCIAL CORP	0.17%	21.15K	1.34M	-55	-0.26%
Sep 30, 2025	FINEMARK NATIONAL BANK & TRUST	0.16%	20.69K	1.31M	-317	-1.51%
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.16%	20.47K	1.3M	-1.61K	-7.28%
Sep 30, 2025	OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC	1.01%	128.08K	7.92M	3.23K	+2.59%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.99%	125.73K	7.99M	12.8K	+11.34%
Sep 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.14%	18.31K	1.16M	924	+5.31%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.14%	18.19K	1.16M	-1.08K	-5.58%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.2%	279.98K	17.8M	-30.53K	-9.83%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.67%	212.07K	13.48M	18.53K	+9.57%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.66%	211.27K	13.43M	-14.2K	-6.30%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.64%	208.37K	13.24M	3.17K	+1.54%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.44%	182.67K	11.61M	-34.84K	-16.02%
Sep 30, 2025	BOOTHBAY FUND MANAGEMENT, LLC	1.31%	166.8K	13.05M	166.8K	+100.00%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.95%	121.41K	7.72M	-6.82K	-5.32%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.8%	101.2K	6.43M	-13.36K	-11.66%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.78%	99.12K	6.31M	2.92K	+3.03%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.6%	76.03K	4.83M	-5.72K	-7.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.58%	74.46K	4.73M	-13.03K	-14.90%
Sep 30, 2025	PROVISE MANAGEMENT GROUP, LLC	0.51%	64.75K	4.12M	5.32K	+8.94%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.42%	53.58K	3.41M	290	+0.54%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.25%	31.5K	2M	-1.5K	-4.55%
Sep 30, 2025	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	0.31%	39.66K	2.52M	-668	-1.66%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.3%	38.31K	2.43M	725	+1.93%
Sep 30, 2025	MARINER, LLC	0.27%	34.68K	2.2M	11	+0.03%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.25%	31.79K	2.02M	-1.27K	-3.84%
Sep 30, 2025	SCULATI WEALTH MANAGEMENT, LLC	0.15%	18.99K	1.21M	-27.08K	-58.79%
Sep 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.41%	52.52K	3.34M	15.73K	+42.77%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.14%	17.46K	1.11M	967	+5.86%
Sep 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.12%	15.79K	1M	-1.01K	-6.00%
Sep 30, 2025	1900 WEALTH MANAGEMENT LLC	0.12%	15.57K	989.82K	22	+0.14%
Sep 30, 2025	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.12%	15.32K	973.68K	-1.23K	-7.45%
Sep 30, 2025	AVESTAR CAPITAL, LLC	0.12%	14.96K	950.73K	-218	-1.44%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	14.83K	943K	5	+0.03%
Sep 30, 2025	VISIONARY WEALTH ADVISORS	0.11%	14.13K	898.17K	-140	-0.98%
Sep 30, 2025	MONEYWISE, INC.	0.11%	13.6K	864.35K	0	0
Sep 30, 2025	STRATEGIC EQUITY MANAGEMENT	0.1%	12.26K	779.25K	0	0
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.09%	12.06K	766.53K	-382	-3.07%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	11.96K	753.93K	250	+2.13%
Sep 30, 2025	CITIGROUP INC	0.09%	11.89K	755.72K	-81	-0.68%
Sep 30, 2025	WELL DONE, LLC	0.09%	11.64K	739.84K	-286	-2.40%
Sep 30, 2025	DESTINY CAPITAL CORP/CO	0.09%	11.33K	719.79K	-108	-0.94%
Sep 30, 2025	PORTLAND FINANCIAL ADVISORS INC	0.09%	11.09K	704.82K	-720	-6.10%
Sep 30, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.09%	10.84K	688.86K	-1.49K	-12.11%
Sep 30, 2025	LPL FINANCIAL LLC	4.76%	605.94K	38.51M	-16.72K	-2.69%
Sep 30, 2025	MORGAN STANLEY	4.72%	600.96K	38.2M	3.06K	+0.51%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	4.26%	542.24K	34.47M	6.7K	+1.25%
Jun 30, 2025	JPMORGAN CHASE & CO	1.11%	140.23K	8.65M	28.5K	+25.51%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.9%	112.93K	6.96M	3.39K	+3.10%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.89%	112.63K	6.93M	22.48K	+24.93%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.91%	114.56K	7.06M	9.91K	+9.47%
Jun 30, 2025	MORGAN STANLEY	4.75%	597.9K	36.87B	8K	+1.36%
Jun 30, 2025	PETIX & BOTTE CO	0.06%	7.73K	476.47K	0	0
Jun 30, 2025	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.06%	7.78K	479.48K	62	+0.80%
Jun 30, 2025	DAIWA SECURITIES GROUP INC.	0.06%	7.8K	481K	-300	-3.70%
Jun 30, 2025	AVANT CAPITAL LLC	0.07%	8.25K	508.63K	-965	-10.47%
Jun 30, 2025	SYNTEGRA PRIVATE WEALTH GROUP, LLC	0.07%	8.28K	510.69K	0	0
Jun 30, 2025	ERN FINANCIAL, LLC	0.07%	8.38K	516.61K	0	0
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.07%	8.88K	547.57K	263	+3.05%
Jun 30, 2025	CHOREO, LLC	0.08%	9.62K	593.14K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.08%	10.11K	623.49K	-3.25K	-24.34%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.08%	10.45K	644.33K	-226	-2.12%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.09%	10.9K	672.3K	1.41K	+14.84%
Jun 30, 2025	DESTINY CAPITAL CORP/CO	0.09%	11.43K	705.1K	-326	-2.77%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.09%	11.46K	706.75K	11.46K	+100.00%
Jun 30, 2025		0.09%	11.81K	728.26K	0	0
Jun 30, 2025	WELL DONE, LLC	0.09%	11.93K	735.43K	-232	-1.91%
Jun 30, 2025	STRATEGIC EQUITY MANAGEMENT	0.1%	12.26K	756.07K	1.54K	+14.40%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	2.56%	322.26K	19.87M	-21.26K	-6.19%
Jun 30, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.1%	12.33K	760.45K	-1K	-7.50%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.1%	12.44K	767.31K	-4.49K	-26.52%
Jun 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.1%	12.98K	800.33K	-1.54K	-10.61%
Jun 30, 2025	MONEYWISE, INC.	0.11%	13.6K	838.65K	-625	-4.39%
Jun 30, 2025	AVESTAR CAPITAL, LLC	0.12%	15.18K	935.9K	3.08K	+25.48%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.12%	15.32K	944.97K	0	0
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.13%	16.49K	1.02M	-21	-0.13%
Jun 30, 2025	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.13%	16.55K	1.02M	444	+2.76%
Jun 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.13%	16.8K	1.04M	-4.07K	-19.50%
Jun 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.14%	17.39K	1.07M	891	+5.40%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.15%	18.41K	1.14M	32	+0.17%
Jun 30, 2025	FINEMARK NATIONAL BANK & TRUST	0.17%	21K	1.3M	-1.27K	-5.69%
Jun 30, 2025	JFS WEALTH ADVISORS, LLC	0.17%	21.39K	1.32M	501	+2.40%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0.17%	22K	1.36M	-299	-1.34%
Jun 30, 2025	DORVAL CORP	1.86%	234.24K	14.45M	234.24K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.54%	193.54K	11.94M	17.5K	+9.94%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.73%	217.51K	13.41M	-40.04K	-15.55%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	1.17%	147.43K	9.09M	4.58K	+3.21%
Jun 30, 2025	AVID WEALTH PARTNERS LLC	1.12%	140.48K	8.66M	27.89K	+24.77%
Jun 30, 2025	PFS PARTNERS, LLC	1.02%	128.85K	7.95M	361	+0.28%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.02%	128.23K	7.91M	-4.98K	-3.73%
Jun 30, 2025	OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC	0.99%	124.85K	7.7M	2.71K	+2.21%
Jun 30, 2025	MORGANROSEL WEALTH MANAGEMENT, LLC	0.78%	97.9K	6.04M	84.94K	+655.46%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.76%	96.2K	5.94M	25K	+35.10%
Jun 30, 2025	ROYAL BANK OF CANADA	0.69%	87.49K	5.4M	-3.91K	-4.28%
Jun 30, 2025	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	0.32%	40.33K	2.49M	-1.2K	-2.89%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.31%	39.35K	638K	38.71K	+6,067.08%
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.3%	38.14K	2.35M	7.37K	+23.94%
Jun 30, 2025	LMCG INVESTMENTS, LLC	0.3%	37.59K	2.32M	4.32K	+12.97%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.3%	37.58K	2.32M	-354	-0.93%
Jun 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.29%	36.79K	2.27M	36.79K	+100.00%
Jun 30, 2025	CALTON & ASSOCIATES, INC.	0.24%	30.62K	1.89M	30.62K	+100.00%
Jun 30, 2025	1900 WEALTH MANAGEMENT LLC	0.12%	15.55K	959.01K	-877	-5.34%
Jun 30, 2025	WIN ADVISORS, INC	0.12%	14.93K	920.98K	-182	-1.20%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.65%	81.75K	5.04M	4.95K	+6.45%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.6%	76.09K	4.7M	-13.19K	-14.77%
Jun 30, 2025	PACIFIC SUN FINANCIAL CORP	0.17%	21.2K	1.31M	-80	-0.38%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.51%	64.68K	3.99M	576	+0.90%
Jun 30, 2025	PROVISE MANAGEMENT GROUP, LLC	0.47%	59.44K	3.67M	-422	-0.71%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.42%	53.29K	3.29M	-1.42K	-2.59%
Jun 30, 2025	WBI INVESTMENTS, INC.	0.41%	51.25K	3.16M	-324	-0.63%
Jun 30, 2025	SCULATI WEALTH MANAGEMENT, LLC	0.37%	46.07K	2.84M	-96.29K	-67.64%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.37%	46K	2.84M	-15.34K	-25.01%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.35%	43.69K	2.69M	2.1K	+5.04%
Jun 30, 2025	MARINER, LLC	0.28%	34.67K	2.14M	-2.49K	-6.70%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.26%	33.06K	2.04M	365	+1.12%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.26%	33K	2.04M	-6.8K	-17.09%
Jun 30, 2025	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	0.26%	32.99K	2.04M	972	+3.04%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.22%	27.46K	1.69M	-1.72K	-5.90%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.18%	22.08K	1.36M	77	+0.35%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.15%	19.26K	1.19M	-470	-2.38%
Jun 30, 2025	VISIONARY WEALTH ADVISORS	0.11%	14.27K	880.09K	-326	-2.23%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.12%	14.76K	910.38K	3.75K	+34.03%
Jun 30, 2025	LPL FINANCIAL LLC	4.94%	622.66K	38.4M	212.91K	+51.96%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	4.25%	535.54K	33.03M	82.34K	+18.17%
Jun 30, 2025	UBS GROUP AG	2.51%	315.91K	19.48M	16.94K	+5.67%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.47%	310.52K	19.15M	6.86K	+2.26%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.79%	225.47K	13.9M	2.8K	+1.26%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.63%	205.21K	12.66M	-28.71K	-12.27%
Jun 30, 2025	STIFEL FINANCIAL CORP	1.43%	180.58K	11.14M	144.29K	+397.66%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.38%	176.04K	10.87M	-705	-0.40%
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.16%	19.73K	1.22M	19.73K	+100.00%
Mar 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.16%	20.86K	1.29M	-869	-4.00%
Mar 31, 2025	FINEMARK NATIONAL BANK & TRUST	0.18%	22.27K	1.37M	-515	-2.26%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.31%	39.8K	2.46M	25.7K	+182.27%
Mar 31, 2025	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	0.33%	41.53K	2.56M	-620	-1.47%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.86%	109.53K	6.76M	-917	-0.83%
Mar 31, 2025	ROYAL BANK OF CANADA	0.72%	91.4K	5.64M	10.18K	+12.54%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.23%	29.28K	1.81M	-8.3K	-22.08%
Mar 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.24%	30.78K	1.9M	10.9K	+54.81%
Mar 31, 2025	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	0.25%	32.02K	1.98M	-54	-0.17%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	2.7%	343.52K	21.2M	1.68K	+0.49%
Mar 31, 2025	LPL FINANCIAL LLC	3.22%	409.75K	25.29M	15.89K	+4.03%
Mar 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.14%	18.37K	1.13M	1.08K	+6.26%
Mar 31, 2025	PACIFIC SUN FINANCIAL CORP	0.17%	21.28K	1.31M	-900	-4.06%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.26%	32.7K	2.02M	502	+1.56%
Mar 31, 2025	LMCG INVESTMENTS, LLC	0.26%	33.28K	2.05M	10.58K	+46.61%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.29%	36.29K	2.24M	-653	-1.77%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.5%	64.11K	3.96M	64.11K	+100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.82%	104.65K	6.46M	4.38K	+4.37%
Mar 31, 2025	UBS GROUP AG	2.35%	298.97K	18.45M	533	+0.18%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.56%	453.2K	27.97M	3.1K	+0.69%
Mar 31, 2025	MORGAN STANLEY	4.64%	589.9K	36.41M	13.56K	+2.35%
Mar 31, 2025	CAPITAL ANALYSTS, LLC	0.18%	22.3K	1.38M	-6.57K	-22.76%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.75%	222.66K	13.75M	10.1K	+4.75%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.84%	233.92K	14.44M	-5.01K	-2.10%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.03%	257.55K	15.9M	-27.74K	-9.72%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.39%	303.65K	18.74M	-2.01K	-0.66%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.05%	133.2K	8.22M	-9.04K	-6.36%
Mar 31, 2025	PFS PARTNERS, LLC	1.01%	128.49K	7.93M	2.14K	+1.69%
Mar 31, 2025	OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC	0.96%	122.15K	7.33M	-2.33K	-1.87%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.71%	90.15K	5.52M	32.45K	+56.25%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.7%	89.28K	5.51M	10.94K	+13.96%
Mar 31, 2025	ADVISER INVESTMENTS LLC	0.65%	82.57K	5.1M	82.57K	+100.00%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.6%	76.8K	4.74M	-8.08K	-9.52%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.56%	71.21K	3.75M	55.34K	+348.85%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.48%	61.35K	3.79M	-45.16K	-42.40%
Mar 31, 2025	PROVISE MANAGEMENT GROUP, LLC	0.47%	59.86K	3.69M	1.42K	+2.43%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.43%	54.71K	3.38M	-532	-0.96%
Mar 31, 2025	WBI INVESTMENTS, INC.	0.41%	51.57K	3.18M	51.57K	+100.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.33%	41.59K	2.57M	-342	-0.82%
Mar 31, 2025	MARINER, LLC	0.29%	37.16K	2.29M	-3.44K	-8.46%
Mar 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.17%	22K	1.36M	200	+0.92%
Mar 31, 2025	JFS WEALTH ADVISORS, LLC	0.16%	20.89K	1.29M	0	0
Mar 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.23%	29.18K	1.79M	27.75K	+1,935.01%
Mar 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.3%	37.94K	2.34M	4.67K	+14.03%
Mar 31, 2025	AVID WEALTH PARTNERS LLC	0.89%	112.59K	6.95M	112.59K	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0.88%	111.73K	6.9M	106.81K	+2,171.38%
Mar 31, 2025	SCULATI WEALTH MANAGEMENT, LLC	1.12%	142.36K	8.79M	10.82K	+8.22%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	1.12%	142.85K	8.82M	-723	-0.50%
Mar 31, 2024	MONEYWISE, INC.	0.13%	19.37K	1.09M	-972	-4.78%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	2.63%	370.05K	20.87M	-19.13K	-4.92%
Mar 31, 2024	LPL FINANCIAL LLC	3%	463.43K	26.14M	-98.67K	-17.55%
Mar 31, 2024	MORGAN STANLEY	4%	618.09K	34.86M	316	+0.05%
Mar 31, 2024	CETERA ADVISORS LLC	0.15%	21.1K	1.19M	13.9K	+193.06%
Mar 31, 2024	VISIONARY WEALTH ADVISORS	0.15%	21.31K	1.2M	-4.8K	-18.38%
Mar 31, 2024	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.16%	22.38K	1.23M	-707	-3.06%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.17%	23.47K	1.32M	14.8K	+170.72%
Mar 31, 2024	PACIFIC SUN FINANCIAL CORP	0.17%	23.87K	1.35M	-150	-0.62%
Mar 31, 2024	LAIDLAW WEALTH MANAGEMENT LLC	0.17%	24.38K	1.37M	-4.65K	-16.01%
Mar 31, 2024	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.18%	25K	1.41M	25K	+100.00%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.19%	26.33K	1.46M	6.58K	+33.30%
Mar 31, 2024	FINEMARK NATIONAL BANK & TRUST	0.19%	26.71K	1.51M	-2.12K	-7.37%
Mar 31, 2024	SCULATI WEALTH MANAGEMENT, LLC	0.19%	27.06K	1.53M	3.98K	+17.26%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.2%	28.09K	1.58M	-8.23K	-22.65%
Mar 31, 2024	JFS WEALTH ADVISORS, LLC	0.22%	30.55K	1.72M	-141.34K	-82.23%
Mar 31, 2024	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	0.22%	31.22K	1.76M	-2.67K	-7.87%
Mar 31, 2024	CAPITAL ANALYSTS, LLC	0.24%	33.91K	1.91M	2.11K	+6.62%
Mar 31, 2024	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.25%	35.22K	1.99M	-439	-1.23%
Mar 31, 2024	AVESTAR CAPITAL, LLC	0.26%	36.92K	2.08M	8.72K	+30.90%
Mar 31, 2024	WAVERLY ADVISORS, LLC	0.26%	37.18K	2.1M	37.18K	+100.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.27%	41.27K	2.33M	-391	-0.94%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.27%	38.59K	2.18M	64	+0.17%
Mar 31, 2024	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	0.3%	41.94K	2.37M	-1.07K	-2.49%
Mar 31, 2024	MARINER, LLC	0.32%	45.64K	2.57M	-2.37K	-4.93%
Mar 31, 2024	PROVISE MANAGEMENT GROUP, LLC	0.36%	50.2K	2.83M	8.43K	+20.17%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.39%	55.42K	3.13M	-21.98K	-28.40%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.45%	63.39K	3.58M	52.85K	+501.23%
Mar 31, 2024	ROYAL BANK OF CANADA	0.51%	78.17K	4.41M	-6.77K	-7.97%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.56%	86.23K	4.86M	-7.01K	-7.52%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.58%	89.72K	5.06M	3.54K	+4.11%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.62%	95.98K	5.41M	-53.81K	-35.92%
Mar 31, 2024	ADVISER INVESTMENTS LLC	0.71%	100.17K	5.65M	100.17K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.75%	116.4K	6.57M	-7.06K	-5.72%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.76%	106.75K	6.02M	-845	-0.79%
Mar 31, 2024	CORNERSTONE WEALTH MANAGEMENT, LLC	0.8%	113.29K	6.39M	7.27K	+6.85%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.87%	134.36K	7.58M	-52.09K	-27.94%
Mar 31, 2024	PFS PARTNERS, LLC	0.89%	124.86K	7.04M	4.69K	+3.90%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.95%	133.99K	7.56M	14.25K	+11.90%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.4%	215.59K	12.18M	-32.39K	-13.06%
Mar 31, 2024	DORVAL CORP	1.48%	209.05K	11.38M	5.5K	+2.70%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	1.74%	269.2K	15.18M	-11.82K	-4.21%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.94%	273.16K	15.41M	273.16K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	2.21%	341.25K	19.25M	-9.64K	-2.75%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	2.28%	352.66K	19.89M	-264.42K	-42.85%
Mar 31, 2024	UBS GROUP AG	2.34%	361.91K	20.41M	42.86K	+13.43%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	2.4%	370.44K	20.89M	17.75K	+5.03%
Mar 31, 2024	OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC	0.75%	105.95K	5.77M	7.7K	+7.84%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.42%	64.39K	3.63M	-6.28K	-8.89%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.02%	465.86K	26.27M	9.07K	+1.99%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.15%	21.01K	1.18M	2.51K	+13.59%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.14%	20.9K	1.18M	-1.24K	-5.59%
Mar 31, 2024	DESTINY CAPITAL CORP/CO	0.08%	12.97K	731.23K	-1.77K	-12.03%
Mar 31, 2024	HARVEST INVESTMENT SERVICES, LLC	0.09%	13.18K	743.2K	13.18K	+100.00%
Mar 31, 2024	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.09%	14.41K	812.67K	122	+0.85%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.1%	15.02K	847K	-4.47K	-22.92%
Mar 31, 2024	1900 WEALTH MANAGEMENT LLC	0.11%	16.37K	923.38K	-352	-2.10%
Mar 31, 2024	CREATIVEONE WEALTH, LLC	0.12%	18.15K	1.02M	-5.77K	-24.13%
Mar 31, 2024	WELL DONE, LLC	0.12%	18.64K	1.05M	-88.83K	-82.66%
Mar 31, 2024	WIN ADVISORS, INC	0.13%	19.4K	1.09M	452	+2.39%
Dec 31, 2023	OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC	0.64%	98.25K	5.22M	2.66K	+2.78%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.61%	93.24K	4.96M	-1.06K	-1.13%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.56%	86.18K	4.58M	-2.88K	-3.23%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.24%	36.31K	1.93M	-4.65K	-11.34%
Dec 31, 2023	MONEYWISE, INC.	0.13%	20.34K	1.08M	55	+0.27%
Dec 31, 2023	IFG ADVISORY, LLC	0.14%	21.21K	1.13M	1.03K	+5.09%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.14%	22.13K	1.18M	-1.35K	-5.76%
Dec 31, 2023	SCULATI WEALTH MANAGEMENT, LLC	0.15%	23.07K	1.23M	1.02K	+4.63%
Dec 31, 2023	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.15%	23.09K	1.2M	3.87K	+20.11%
Dec 31, 2023	CREATIVEONE WEALTH, LLC	0.16%	23.92K	1.27M	-2.49K	-9.44%
Dec 31, 2023	PACIFIC SUN FINANCIAL CORP	0.16%	24.02K	1.28M	-2.39K	-9.05%
Dec 31, 2023	VISIONARY WEALTH ADVISORS	0.17%	26.11K	1.39M	-8.58K	-24.74%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.62%	247.97K	13.19M	-2.45K	-0.98%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	1.84%	281.03K	14.95M	-134.28K	-32.33%
Dec 31, 2023	UBS GROUP AG	2.09%	319.05K	16.97M	-85.67K	-21.17%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	2.29%	350.89K	18.66M	-140.7K	-28.62%
Dec 31, 2023	HUNTINGTON NATIONAL BANK	2.31%	352.68K	18.76M	40.9K	+13.12%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	2.54%	389.18K	20.7M	-20.02K	-4.89%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.99%	456.79K	24.29M	-17.97K	-3.79%
Dec 31, 2023	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.23%	35.66K	1.9M	-14.62K	-29.08%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	3.29%	503.2K	9.46K	503.2K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	3.67%	562.1K	29.89M	-53.75K	-8.73%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	4.03%	617.08K	32.82M	71.61K	+13.13%
Dec 31, 2023	MORGAN STANLEY	4.04%	617.77K	32.85M	-69.16K	-10.07%
Dec 31, 2023	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	0.22%	33.89K	1.8M	-1.84K	-5.16%
Dec 31, 2023	CAPITAL ANALYSTS, LLC	0.21%	31.81K	1.69M	-1.96K	-5.81%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.21%	31.67K	1.68M	803	+2.60%
Dec 31, 2023	LAIDLAW WEALTH MANAGEMENT LLC	0.19%	29.02K	1.54M	-15.52K	-34.84%
Dec 31, 2023	FINEMARK NATIONAL BANK & TRUST	0.19%	28.83K	1.53M	-1.47K	-4.84%
Dec 31, 2023	AVESTAR CAPITAL, LLC	0.18%	28.21K	1.5M	8.29K	+41.63%
Dec 31, 2023	ROYAL BANK OF CANADA	0.56%	84.95K	4.52M	-25.86K	-23.34%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.51%	77.4K	4.12M	3.12K	+4.20%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.47%	72.42K	3.85M	-889	-1.21%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.46%	70.67K	3.76M	-1.04K	-1.45%
Dec 31, 2023	MARINER, LLC	0.31%	48K	2.55M	7.81K	+19.43%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.7%	107.59K	5.72M	-6.9K	-6.02%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.78%	119.74K	6.37M	4.49K	+3.90%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.81%	123.46K	6.57M	-39.21K	-24.10%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.98%	149.8K	7.97M	-32.93K	-18.02%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	1.02%	155.42K	8.27M	-10.57K	-6.37%
Dec 31, 2023	JFS WEALTH ADVISORS, LLC	1.12%	171.89K	9.14M	-23.41K	-11.99%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.22%	186.45K	9.92M	-46.24K	-19.87%
Dec 31, 2023	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	0.28%	43.02K	2.29M	-1.31K	-2.96%
Dec 31, 2023		0.79%	120.17K	6.39M	-231	-0.19%
Dec 31, 2023	WELL DONE, LLC	0.7%	107.47K	5.72M	-1.11K	-1.02%
Dec 31, 2023	PROVISE MANAGEMENT GROUP, LLC	0.27%	41.77K	2.22M	72	+0.17%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.27%	41.66K	2.22M	-3.8K	-8.35%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.25%	38.52K	2.05M	-1.17K	-2.95%
Dec 31, 2023	CORNERSTONE WEALTH MANAGEMENT, LLC	0.69%	106.03K	5.64M	-1.44K	-1.34%

Frequently Asked Questions