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

Who are the major shareholders selling Invesco S&P SmallCap Value with Momentum ETF stock?

ALTMAN ADVISORS, INC., in the last quarter, reduced its stake in XSVM by -0.58% restricting it's holding to 139.18 thousand shares of worth nearly $9.69M. MONECO ADVISORS, LLC also lessened -1.5% of the XSVM shares from its portfolio, reducing its holding to 54.53 thousand shares of worth $3.79M. TWO SIGMA INVESTMENTS, LP also shunned XSVM shares holding by -20.99% last quarter which brought its holding to 14.3 thousand shares worth $995.14K.

Investors who are buying XSVM stock?

As per its latest 13F filing, FERMATA ADVISORS, LLC increased its stake in XSVM by 0.58% in the last quarter. The institutional holder raised its holding to 52.28 thousand shares having worth more than $3.64M. EAGLE STRATEGIES LLC also added 4.15% more shares of XSVM to its portfolio, raising its holding to 14.35 thousand shares of worth $998.79K. MML INVESTORS SERVICES, LLC also increased its XSVM shares holding by 37.86% which brought its holding to 86.37 thousand shares worth $6.01M.

XSVM's major insiders: who are they?

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

Did an insider recently sell XSVM stock?

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

Which insider recently purchased XSVM stock?

There have been 0 transaction(s) during the past 6-months in which Invesco S&P SmallCap Value with Momentum ETF insiders have bought stock, totalling 0 shares

How much of XSVM does insiders own?

Around 0 Invesco S&P SmallCap Value with Momentum ETF shares are held by insiders, which represents about N/A of XSVM stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in XSVM?

ALTMAN ADVISORS, INC. is the largest institutional owner in XSVM which holds 139.18 thousand shares worth $9.69M or 1.52% of the total XSVM shares outstanding followed by FERMATA ADVISORS, LLC with ownership of 52.28 thousand shares representing 0.57% of the XSVM ownership. MONECO ADVISORS, LLC is the third largest stakeholder with 54.53 thousand shares or 0.6% of the ownership worth more than $3.79M.

Is Invesco S&P SmallCap Value with Momentum 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 XSVM is concerned, it is a stock which is optionable.

Is there a short position on XSVM's shares?

Number of XSVM 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 XSVM shares are there?

As of today, null shares of XSVM are outstanding.

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

XSVM 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 XSVM is null.

Invesco S&P SmallCap Value with Momentum ETF (XSVM) 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. ALTMAN ADVISORS, INC. is the top corporate investor, holding 139.18K shares valued at $9.69M. A 1.52% stake in Invesco S&P SmallCap Value with Momentum ETF is owned by the company. FERMATA ADVISORS, LLC owns 52.28K shares valued at $3.64M, which translates its holding of 0.57% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ALTMAN ADVISORS, INC.	1.52%	139.18K	9.69M	-815	-0.58%
Jun 30, 2026	FERMATA ADVISORS, LLC	0.57%	52.28K	3.64M	300	+0.58%
Jun 30, 2026	MONECO ADVISORS, LLC	0.6%	54.53K	3.79M	-833	-1.50%
Jun 30, 2026	EAGLE STRATEGIES LLC	0.16%	14.35K	998.79K	572	+4.15%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.16%	14.3K	995.14K	-3.8K	-20.99%
Jun 30, 2026	SFM, LLC	0.19%	17.62K	1.23M	-3.68K	-17.27%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.94%	86.37K	6.01M	23.72K	+37.86%
Jun 30, 2026	DOPKINS WEALTH MANAGEMENT, LLC	0.5%	45.81K	3.19M	524	+1.16%
Jun 30, 2026	LPL FINANCIAL LLC	8.91%	814.64K	56.69M	-39.6K	-4.64%
Jun 30, 2026	MORGAN STANLEY	4.16%	379.96K	26.44M	-5.55K	-1.44%
Jun 30, 2026	CIBC WORLD MARKET INC.	3.92%	358.1K	24.92M	260.88K	+268.35%
Jun 30, 2026	360 FINANCIAL, INC.	3.63%	331.4K	23.06M	7.25K	+2.24%
Jun 30, 2026	BANCO SANTANDER, S.A.	2.16%	197.04K	13.71M	5.23K	+2.73%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.53%	139.73K	9.72M	-4.87K	-3.36%
Jun 30, 2026	ROYAL BANK OF CANADA	0.67%	61.14K	4.26M	-10.12K	-14.20%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.12%	102.64K	7.14M	5.31K	+5.45%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.26%	115.4K	8.03M	-2.94K	-2.48%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	5%	457.36K	31.83M	10.45K	+2.34%
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.26%	24.09K	1.68M	21.09K	+702.06%
Jun 30, 2026	TOLLESON WEALTH MANAGEMENT, INC.	0.33%	30K	2.09M	0	0
Jun 30, 2026	MARSHALL FINANCIAL GROUP LLC	0.18%	16.9K	1.18M	-33	-0.19%
Jun 30, 2026	APEX WEALTH MANAGEMENT, LLC	0.38%	34.87K	2.43M	153	+0.44%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.18%	16.54K	1.15M	0	0
Jun 30, 2026	UBS GROUP AG	0.16%	14.43K	1M	-144	-0.99%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.73%	157.8K	10.98M	-32.36K	-17.02%
Jun 30, 2026	WILLIAMS & NOVAK, LLC	0.38%	35.07K	2.44M	875	+2.56%
Jun 30, 2026	KELLETT WEALTH ADVISORS, LLC	0.78%	71.28K	4.96M	3.16K	+4.64%
Jun 30, 2026	COOPER FINANCIAL GROUP	0.79%	72.11K	5.02M	426	+0.59%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	1.3%	119.12K	8.29M	7.12K	+6.36%
Jun 30, 2026	TRACTION FINANCIAL PARTNERS, LLC	0.23%	21.44K	1.49M	-1.61K	-6.99%
Jun 30, 2026	BESTGATE WEALTH ADVISORS, LLC	0.27%	24.28K	1.69M	-62	-0.25%
Jun 30, 2026	SPIRE WEALTH MANAGEMENT	0.28%	25.76K	1.79M	-101	-0.39%
Jun 30, 2026	CITIGROUP INC	0.42%	38K	2.64M	-1.17K	-2.99%
Jun 30, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.51%	46.34K	3.23M	505	+1.10%
Jun 30, 2026	PREMIER PATH WEALTH PARTNERS, LLC	0.55%	49.92K	3.47M	10.28K	+25.93%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.55%	50.14K	3.49M	-639	-1.26%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.35%	123.85K	8.62M	12.2K	+10.93%
Jun 30, 2026	SOUTHLAND EQUITY PARTNERS LLC	0.1%	8.94K	621.99K	-161	-1.77%
Jun 30, 2026	ARMBRUSTER CAPITAL MANAGEMENT, INC.	0.1%	9.09K	632.85K	0	0
Jun 30, 2026	VISIONARY WEALTH ADVISORS	0.1%	9.1K	633.2K	80	+0.89%
Jun 30, 2026	CREATIVE PLANNING	0.1%	9.12K	634.64K	-595	-6.12%
Jun 30, 2026	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.11%	9.24K	643.01K	0	0
Jun 30, 2026		0.12%	10.74K	747.59K	92	+0.86%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.13%	10.98K	763.93K	-193	-1.73%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	12.05K	838K	-1.41K	-10.48%
Jun 30, 2026	DEL-SETTE CAPITAL MANAGEMENT, LLC	0.14%	12.3K	855.76K	-38.91K	-75.98%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.54%	49.67K	3.5M	10.91K	+28.14%
Jun 30, 2026	IHT WEALTH MANAGEMENT, LLC	0.34%	30.77K	2.14M	-713	-2.26%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.34%	30.71K	2.14M	-461	-1.48%
Jun 30, 2026	MARINER, LLC	0.33%	30.26K	2.11M	14.33K	+89.93%
Jun 30, 2026	JPMORGAN CHASE & CO	0.21%	19.17K	1.34M	313	+1.66%
Jun 30, 2026	SAVANT CAPITAL, LLC	0.29%	26.21K	1.82M	26.21K	+100.00%
Jun 30, 2026	LOWERY THOMAS, LLC	0.29%	26.09K	1.82M	104	+0.40%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.31%	119.5K	8.32M	780	+0.66%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.37%	34.14K	2.38M	-599	-1.72%
Jun 30, 2026	NEW WAVE WEALTH ADVISORS LLC	0.32%	29.12K	2.03M	29.12K	+100.00%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.24%	21.57K	1.5M	-502	-2.27%
Jun 30, 2026	OXENFREE CAPITAL LLC	0.2%	18.42K	1.28M	-1.26K	-6.38%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	1.47%	134.79K	9.38M	-3.37K	-2.44%
Mar 31, 2026	UBS GROUP AG	0.16%	14.58K	878.41K	109	+0.75%
Mar 31, 2026	ASSET ALLOCATION STRATEGIES LLC	0.17%	15.14K	912.03K	-1.01K	-6.26%
Mar 31, 2026	EAGLE STRATEGIES LLC	0.16%	13.78K	830.4K	6.7K	+94.61%
Mar 31, 2026	MARSHALL FINANCIAL GROUP LLC	0.18%	16.93K	1.02M	-279	-1.62%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.19%	18.1K	1.09M	-11.9K	-39.67%
Mar 31, 2026	JPMORGAN CHASE & CO	0.2%	18.86K	1.11M	3K	+18.89%
Mar 31, 2026	OXENFREE CAPITAL LLC	0.21%	19.68K	1.25M	-918	-4.46%
Mar 31, 2026	ASSETMARK, INC	0.23%	21.19K	1.28M	21.19K	+100.00%
Mar 31, 2026	SFM, LLC	0.23%	21.3K	1.28M	220	+1.04%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.24%	22.08K	1.33M	3.02K	+15.87%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	13.46K	811K	-739	-5.21%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.14%	12.54K	755.72K	-17.99K	-58.92%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.14%	12.05K	725.9K	642	+5.63%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.13%	11.17K	673.15K	-490	-4.20%
Mar 31, 2026	CREATIVE PLANNING	0.11%	9.72K	585.44K	579	+6.34%
Mar 31, 2026	SOUTHLAND EQUITY PARTNERS LLC	0.1%	9.1K	548.28K	-119	-1.29%
Mar 31, 2026	MORGAN STANLEY	4.14%	385.52K	23.23M	-29.01K	-7.00%
Mar 31, 2026	CWM, LLC	2.29%	213.35K	12.86M	-7.1K	-3.22%
Mar 31, 2026	TOLLESON WEALTH MANAGEMENT, INC.	0.34%	30K	1.81M	0	0
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.18%	16.54K	996.4K	0	0
Mar 31, 2026	360 FINANCIAL, INC.	3.48%	324.15K	19.53M	10.04K	+3.20%
Mar 31, 2026	BANCO SANTANDER, S.A.	2.06%	191.81K	11.56M	14.4K	+8.12%
Mar 31, 2026	MONECO ADVISORS, LLC	0.59%	55.37K	3.34M	-460	-0.82%
Mar 31, 2026	DEL-SETTE CAPITAL MANAGEMENT, LLC	0.55%	51.2K	3.09M	40.91K	+397.22%
Mar 31, 2026	TRACTION FINANCIAL PARTNERS, LLC	0.25%	23.05K	1.39M	-148.98K	-86.60%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.25%	23.46K	1.41M	23.46K	+100.00%
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0.28%	25.86K	1.56M	51	+0.20%
Mar 31, 2026	MARINER, LLC	0.17%	15.93K	960.04K	15.93K	+100.00%
Mar 31, 2026	BRIGHTWATER ADVISORY LLC	0.17%	15.93K	959.82K	1.76K	+12.44%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	1.2%	112K	6.75M	2.19K	+2.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.2%	111.65K	6.73M	-29.13K	-20.69%
Mar 31, 2026	FERMATA ADVISORS, LLC	0.56%	51.98K	3.13M	-3.42K	-6.17%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.67%	62.65K	3.78M	-32.02K	-33.82%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.04%	97.33K	5.87M	-10.99K	-10.15%
Mar 31, 2026	CIBC WORLD MARKET INC.	1.04%	97.22K	5.86M	-324	-0.33%
Mar 31, 2026	LOWERY THOMAS, LLC	0.28%	25.98K	1.57M	314	+1.22%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0.34%	31.49K	1.9M	-979	-3.02%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.33%	31.17K	1.89M	-1.28K	-3.95%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.37%	34.74K	2.09M	1.3K	+3.88%
Mar 31, 2026	WILLIAMS & NOVAK, LLC	0.37%	34.2K	2.07M	6.12K	+21.81%
Mar 31, 2026	APEX WEALTH MANAGEMENT, LLC	0.37%	34.72K	2.09M	34.72K	+100.00%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.42%	38.76K	2.3M	11.27K	+40.97%
Mar 31, 2026	CITIGROUP INC	0.42%	39.17K	2.36M	-604	-1.52%
Mar 31, 2026	PREMIER PATH WEALTH PARTNERS, LLC	0.43%	39.64K	2.39M	-6.09K	-13.31%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.49%	45.84K	2.76M	1.26K	+2.83%
Mar 31, 2026	DOPKINS WEALTH MANAGEMENT, LLC	0.49%	45.29K	2.73M	1.26K	+2.87%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.27%	118.33K	7.13M	-51.3K	-30.24%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.27%	118.72K	7.15M	5.87K	+5.21%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	1.48%	138.16K	8.33M	-137.48K	-49.88%
Mar 31, 2026	ALTMAN ADVISORS, INC.	1.5%	140K	8.44M	2.93K	+2.14%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.55%	144.6K	8.71M	1.55K	+1.08%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.04%	190.16K	11.46M	-25.53K	-11.83%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	4.8%	446.91K	26.93M	-17.46K	-3.76%
Mar 31, 2026	LPL FINANCIAL LLC	9.17%	854.24K	51.48M	-6.77K	-0.79%
Mar 31, 2026	BESTGATE WEALTH ADVISORS, LLC	0.26%	24.34K	1.47M	-7.24K	-22.93%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.57%	50.78K	3.06M	3.14K	+6.58%
Mar 31, 2026	KELLETT WEALTH ADVISORS, LLC	0.73%	68.12K	4.1M	2.93K	+4.50%
Mar 31, 2026	COOPER FINANCIAL GROUP	0.77%	71.68K	4.32M	-1.89K	-2.57%
Mar 31, 2026	ROYAL BANK OF CANADA	0.77%	71.26K	4.3M	-9.99K	-12.29%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.17%	15.63K	941.62K	15.63K	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.52%	47.64K	2.72M	-528	-1.10%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	1.2%	109.81K	6.27M	11.46K	+11.65%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	14.2K	811K	540	+3.95%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	12.01K	686.19K	12.01K	+100.00%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.13%	11.66K	666.31K	11.66K	+100.00%
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.13%	11.4K	651.63K	620	+5.75%
Dec 31, 2025		0.12%	11.05K	631.36K	11.05K	+100.00%
Dec 31, 2025	DEL-SETTE CAPITAL MANAGEMENT, LLC	0.11%	10.3K	588.41K	0	0
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.16%	14.99K	856.64K	1.52K	+11.24%
Dec 31, 2025	UBS GROUP AG	0.16%	14.47K	826.7K	-1.23K	-7.82%
Dec 31, 2025	BRIGHTWATER ADVISORY LLC	0.16%	14.17K	809.45K	1.13K	+8.69%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.55%	140.78K	8.05M	-122K	-46.43%
Dec 31, 2025	ROYAL BANK OF CANADA	0.9%	81.25K	4.64M	23.9K	+41.67%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.37%	33.45K	1.91M	-32.57K	-49.34%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.36%	32.46K	1.85M	6.48K	+24.95%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.36%	32.45K	1.85M	31.73K	+4,382.18%
Dec 31, 2025	BESTGATE WEALTH ADVISORS, LLC	0.34%	31.58K	1.8M	146	+0.46%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.19%	108.32K	6.19M	13.13K	+13.80%
Dec 31, 2025	CIBC WORLD MARKET INC.	1.07%	97.54K	5.57M	-2.14K	-2.14%
Dec 31, 2025	ALTMAN ADVISORS, INC.	1.48%	137.06K	7.83M	13.2K	+10.65%
Dec 31, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	0.1%	9.09K	519.63K	0	0
Dec 31, 2025	VISIONARY WEALTH ADVISORS	0.1%	9.02K	515.35K	120	+1.35%
Dec 31, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.1%	9.22K	526.71K	-486	-5.01%
Dec 31, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.1%	9.24K	527.97K	-500	-5.13%
Dec 31, 2025	CITIGROUP INC	0.44%	39.77K	2.27M	-2.53K	-5.97%
Dec 31, 2025	DOPKINS WEALTH MANAGEMENT, LLC	0.48%	44.03K	2.52M	-150	-0.34%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.87%	169.63K	9.69M	-2.02K	-1.18%
Dec 31, 2025	BANCO SANTANDER, S.A.	1.95%	177.41K	10.14M	-87.37K	-33.00%
Dec 31, 2025	CWM, LLC	2.43%	220.46K	12.6M	-16.13K	-6.82%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	3.03%	275.64K	15.75M	174.75K	+173.21%
Dec 31, 2025	VALMARK ADVISERS, INC.	3.36%	311.08K	17.78M	-120	-0.04%
Dec 31, 2025	360 FINANCIAL, INC.	3.43%	314.11K	17.95M	3.31K	+1.06%
Dec 31, 2025	MORGAN STANLEY	4.57%	414.52K	23.69M	30.08K	+7.82%
Dec 31, 2025	LPL FINANCIAL LLC	9.47%	861K	49.2M	-41.56K	-4.60%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.18%	16.54K	944.81K	0	0
Dec 31, 2025	MARSHALL FINANCIAL GROUP LLC	0.19%	17.21K	983.47K	-479	-2.71%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.2%	17.96K	1.03M	-463	-2.51%
Dec 31, 2025	VALUED WEALTH ADVISORS LLC	0.2%	18.86K	1.08M	-890	-4.51%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.21%	19.05K	1.09M	2.77K	+17.03%
Dec 31, 2025	OXENFREE CAPITAL LLC	0.22%	20.6K	1.18M	3.63K	+21.40%
Dec 31, 2025	SFM, LLC	0.23%	21.08K	1.2M	-274	-1.28%
Dec 31, 2025	LOWERY THOMAS, LLC	0.28%	25.67K	1.47M	303	+1.19%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.28%	25.81K	1.47M	-1.48K	-5.41%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.3%	27.5K	1.57M	-8K	-22.53%
Dec 31, 2025	WILLIAMS & NOVAK, LLC	0.3%	28.07K	1.6M	2.83K	+11.20%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.33%	30.53K	1.74M	-1.34K	-4.21%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.33%	30K	1.71M	6.9K	+29.87%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.58%	143.05K	8.17M	-16.75K	-10.48%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.35%	215.69K	12.32M	134.37K	+165.25%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	5.12%	464.38K	26.53M	-3.56K	-0.76%
Dec 31, 2025	TOLLESON WEALTH MANAGEMENT, INC.	0.33%	30K	1.71M	0	0
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.49%	44.58K	2.55M	90	+0.20%
Dec 31, 2025	PREMIER PATH WEALTH PARTNERS, LLC	0.49%	45.73K	2.61M	-2.62K	-5.42%
Dec 31, 2025	FERMATA ADVISORS, LLC	0.6%	55.4K	3.17M	980	+1.80%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.24%	112.84K	6.45M	776	+0.69%
Dec 31, 2025	TRACTION FINANCIAL PARTNERS, LLC	1.86%	172.03K	9.83M	2.49K	+1.47%
Dec 31, 2025	JPMORGAN CHASE & CO	0.17%	15.86K	906.41K	14.66K	+1,214.25%
Dec 31, 2025	ASSET ALLOCATION STRATEGIES LLC	0.18%	16.15K	922.53K	-1.25K	-7.19%
Dec 31, 2025	MONECO ADVISORS, LLC	0.6%	55.83K	3.19M	-2.6K	-4.45%
Dec 31, 2025	KELLETT WEALTH ADVISORS, LLC	0.71%	65.19K	3.72M	954	+1.49%
Dec 31, 2025	COOPER FINANCIAL GROUP	0.8%	73.57K	4.2M	2.4K	+3.38%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	1.04%	94.67K	5.41M	3.57K	+3.92%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.57%	262.78K	14.95M	114.72K	+77.48%
Sep 30, 2025	BANCO SANTANDER, S.A.	2.59%	264.78K	14.95M	264.78K	+100.00%
Sep 30, 2025	360 FINANCIAL, INC.	3.04%	310.8K	17.56M	-3.14K	-1.00%
Sep 30, 2025	VALMARK ADVISERS, INC.	3.04%	311.2K	17.57M	15.9K	+5.38%
Sep 30, 2025	MORGAN STANLEY	3.76%	384.44K	21.71M	9.94K	+2.65%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.58%	467.94K	26.42M	-11.74K	-2.45%
Sep 30, 2025	LPL FINANCIAL LLC	8.83%	902.56K	50.96M	-184.3K	-16.96%
Sep 30, 2025	ALTMAN ADVISORS, INC.	1.21%	123.86K	6.99M	36.42K	+41.64%
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	0.08%	7.95K	449K	-5.44K	-40.65%
Sep 30, 2025	EAGLE STRATEGIES LLC	0.08%	7.99K	451.17K	1.21K	+17.91%
Sep 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.08%	8.04K	453K	-2.45K	-23.35%
Sep 30, 2025	LEIGH BALDWIN & CO., LLC	0.08%	8.2K	514.47K	-789	-8.78%
Sep 30, 2025	VISIONARY WEALTH ADVISORS	0.09%	8.9K	502.44K	-21	-0.24%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	9.05K	505.97K	-1.77K	-16.38%
Sep 30, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	0.09%	9.09K	513.45K	0	0
Sep 30, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.09%	9.7K	547.87K	-630	-6.10%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.1%	9.74K	549.7K	-3.03K	-23.72%
Sep 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.1%	9.74K	549.92K	0	0
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.11%	10.78K	608.84K	-475	-4.22%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.16%	16.54K	933.57K	0	0
Sep 30, 2025	ASSET ALLOCATION STRATEGIES LLC	0.17%	17.4K	982.12K	-6.47K	-27.10%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.23%	23.1K	1.3M	-54.4K	-70.19%
Sep 30, 2025	WILLIAMS & NOVAK, LLC	0.25%	25.25K	1.43M	965	+3.97%
Sep 30, 2025	LOWERY THOMAS, LLC	0.25%	25.37K	1.43M	1.06K	+4.34%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.25%	25.98K	1.47M	2.74K	+11.81%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	13.66K	771K	421	+3.18%
Sep 30, 2025	UBS GROUP AG	0.15%	15.7K	886.2K	-52.77K	-77.08%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.16%	16.28K	919.27K	-1.77K	-9.80%
Sep 30, 2025	OXENFREE CAPITAL LLC	0.17%	16.97K	953.15K	-913	-5.11%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.27%	27.28K	1.54M	128	+0.47%
Sep 30, 2025	TOLLESON WEALTH MANAGEMENT, INC.	0.29%	30K	1.69M	0	0
Sep 30, 2025	APEX WEALTH MANAGEMENT, LLC	0.34%	34.4K	1.94M	238	+0.70%
Sep 30, 2025	CITIGROUP INC	0.41%	42.3K	2.39M	-4.3K	-9.23%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.47%	48.17K	2.72M	785	+1.66%
Sep 30, 2025	PREMIER PATH WEALTH PARTNERS, LLC	0.47%	48.35K	2.73M	2.27K	+4.92%
Sep 30, 2025	FERMATA ADVISORS, LLC	0.53%	54.42K	3.07M	3.22K	+6.29%
Sep 30, 2025	KELLETT WEALTH ADVISORS, LLC	0.63%	64.23K	3.63M	838	+1.32%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.65%	66.02K	3.73M	-1.4K	-2.08%
Sep 30, 2025	COOPER FINANCIAL GROUP	0.7%	71.17K	4.02M	2.5K	+3.65%
Sep 30, 2025	SFM, LLC	0.21%	21.35K	1.21M	-154	-0.72%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.68%	171.65K	9.69M	-259.18K	-60.16%
Sep 30, 2025	TRACTION FINANCIAL PARTNERS, LLC	1.66%	169.54K	9.57M	10.79K	+6.80%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.56%	159.8K	9.02M	91.74K	+134.80%
Sep 30, 2025	CIBC WORLD MARKET INC.	0.97%	99.67K	5.63M	492	+0.50%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.96%	98.35K	5.55M	19.12K	+24.14%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.93%	95.19K	5.37M	-8.19K	-7.92%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.89%	91.1K	5.14M	-13.66K	-13.04%
Sep 30, 2025	MONECO ADVISORS, LLC	0.57%	58.43K	3.3M	-3.49K	-5.64%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.44%	44.49K	2.51M	-983	-2.16%
Sep 30, 2025	DOPKINS WEALTH MANAGEMENT, LLC	0.43%	44.18K	2.49M	-903	-2.00%
Sep 30, 2025	FORTRESS WEALTH MANAGEMENT, INC.	0.31%	32.07K	1.81M	-1K	-3.03%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.31%	31.87K	1.8M	-72	-0.23%
Sep 30, 2025	BESTGATE WEALTH ADVISORS, LLC	0.31%	31.43K	1.77M	1.75K	+5.88%
Sep 30, 2025	VALUED WEALTH ADVISORS LLC	0.19%	19.75K	1.12M	-52	-0.26%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.18%	18.43K	1.04M	-2.18K	-10.56%
Sep 30, 2025	MARSHALL FINANCIAL GROUP LLC	0.17%	17.69K	998.81K	-218	-1.22%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.8%	81.32K	4.59M	-15.4K	-15.92%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.99%	100.89K	5.7M	-17.62K	-14.87%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.1%	112.07K	6.33M	-5.71K	-4.85%
Sep 30, 2025	BRIGHTWATER ADVISORY LLC	0.13%	13.03K	735.9K	71	+0.55%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.35%	35.5K	2.01M	-214	-0.60%
Sep 30, 2025	ROYAL BANK OF CANADA	0.56%	57.35K	3.24M	-21.82K	-27.56%
Sep 30, 2025	CWM, LLC	2.31%	236.59K	13.36M	-16K	-6.33%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.84%	479.68K	24.94M	-16.89K	-3.40%
Jun 30, 2025	MARSHALL FINANCIAL GROUP LLC	0.18%	17.91K	959.22K	-6.37K	-26.24%
Jun 30, 2025	OXENFREE CAPITAL LLC	0.18%	17.88K	929.53K	147	+0.83%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.17%	16.71K	868.81K	16.71K	+100.00%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.15%	14.99K	779.17M	-9.08K	-37.73%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.14%	14.04K	729.78K	9.96K	+243.96%
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	0.14%	13.39K	696K	-15.01K	-52.86%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.13%	12.78K	664.38K	-27.79K	-68.50%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	4.35%	430.83K	22.4M	-173.16K	-28.67%
Jun 30, 2025	360 FINANCIAL, INC.	3.17%	313.94K	16.32M	18.53K	+6.27%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.1%	10.37K	539.29K	-1.75K	-14.41%
Jun 30, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.1%	10.33K	537.29K	-37	-0.36%
Jun 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.1%	9.74K	506.38K	0	0
Jun 30, 2025	RFG ADVISORY, LLC	0.1%	9.62K	500.24K	-2.99K	-23.70%
Jun 30, 2025	VALMARK ADVISERS, INC.	2.98%	295.31K	15.35M	17.25K	+6.21%
Jun 30, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	0.09%	9.09K	472.8K	0	0
Jun 30, 2025	VISIONARY WEALTH ADVISORS	0.09%	8.92K	463.75K	-1.92K	-17.72%
Jun 30, 2025	EAGLE STRATEGIES LLC	0.07%	6.78K	352.33K	396	+6.21%
Jun 30, 2025	SIGMA PLANNING CORP	0.06%	5.98K	311.11K	-1.26K	-17.35%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.06%	5.69K	295.75K	-4.86K	-46.07%
Jun 30, 2025	WETHERBY ASSET MANAGEMENT INC	0.05%	5K	259.95K	5K	+100.00%
Jun 30, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.05%	5K	259.95K	5K	+100.00%
Jun 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.05%	4.46K	231.62K	0	0
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.04%	4.38K	227.52K	-2.19K	-33.36%
Jun 30, 2025	WESCAP MANAGEMENT GROUP, INC.	0.04%	4.28K	222.71K	-1.79K	-29.46%
Jun 30, 2025	PRIVATE TRUST CO NA	0.02%	2.13K	110.9K	250	+13.28%
Jun 30, 2025	SYM FINANCIAL CORP	0.02%	2K	103.98K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.02%	1.51K	78.73K	1.51K	+100.00%
Jun 30, 2025	CORNERSTONE PLANNING GROUP LLC	0.01%	1.2K	63.31K	6	+0.50%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	770	40.03K	-66	-7.89%
Jun 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.01%	650	33.79K	0	0
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.11%	11.26K	585.37K	-3.29K	-22.61%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	10.82K	587.28K	-4.81K	-30.76%
Jun 30, 2025	DEL-SETTE CAPITAL MANAGEMENT, LLC	0.11%	10.68K	555.09K	-6K	-35.97%
Jun 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.11%	10.49K	545K	-222	-2.07%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.04%	103.38K	5.37M	-1.49K	-1.42%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.98%	96.71K	5.03M	-42.82K	-30.69%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.78%	77.5K	4.03M	-37.3K	-32.49%
Jun 30, 2025	UBS GROUP AG	0.69%	68.47K	3.56M	28.93K	+73.17%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.48%	47.39K	2.46M	-6.8K	-12.56%
Jun 30, 2025	CITIGROUP INC	0.47%	46.6K	2.42M	-12.76K	-21.49%
Jun 30, 2025	PREMIER PATH WEALTH PARTNERS, LLC	0.47%	46.08K	2.4M	1.41K	+3.14%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.46%	45.47K	2.36M	17.01K	+59.79%
Jun 30, 2025	FORTRESS WEALTH MANAGEMENT, INC.	0.33%	33.07K	1.72M	51	+0.15%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.32%	31.94K	1.66M	367	+1.16%
Jun 30, 2025	TOLLESON WEALTH MANAGEMENT, INC.	0.3%	30K	1.56M	0	0
Jun 30, 2025		0.22%	21.5K	1.12M	-241	-1.11%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.27%	27.16K	1.41M	-2.13K	-7.26%
Jun 30, 2025	HBW ADVISORY SERVICES LLC	0.25%	25.01K	1.3M	2.45K	+10.86%
Jun 30, 2025	LOWERY THOMAS, LLC	0.25%	24.31K	1.26M	136	+0.56%
Jun 30, 2025	KELLETT WEALTH ADVISORS, LLC	0.64%	63.4K	3.3M	15.94K	+33.60%
Jun 30, 2025	MONECO ADVISORS, LLC	0.63%	61.92K	3.22M	-12.07K	-16.31%
Jun 30, 2025	DOPKINS WEALTH MANAGEMENT, LLC	0.46%	45.08K	2.34M	17.02K	+60.63%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.36%	35.71K	1.86M	3.44K	+10.66%
Jun 30, 2025	APEX WEALTH MANAGEMENT, LLC	0.35%	34.17K	1.78M	102	+0.30%
Jun 30, 2025	BESTGATE WEALTH ADVISORS, LLC	0.3%	29.69K	1.49M	0	0
Jun 30, 2025	CHB INVESTMENT GROUP, LLC	0.27%	26.73K	1.39M	-338	-1.25%
Jun 30, 2025	SFM, LLC	0.22%	21.5K	1.12M	-241	-1.11%
Jun 30, 2025	MORGAN STANLEY	3.78%	374.5K	19.47M	-163.75K	-30.42%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	1.17%	116.03K	6.03M	-7.56K	-6.12%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	1.06%	104.76K	5.45M	-26.35K	-20.10%
Jun 30, 2025	CIBC WORLD MARKET INC.	1%	99.18K	5.16M	-4.35K	-4.21%
Jun 30, 2025	ALTMAN ADVISORS, INC.	0.88%	87.45K	4.66M	2.37K	+2.79%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.8%	79.23K	4.12M	8.19K	+11.53%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.21%	20.6K	1.07M	-400	-1.90%
Jun 30, 2025	VALUED WEALTH ADVISORS LLC	0.2%	19.8K	1.03M	-6.6K	-24.99%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.68%	67.42K	3.51M	-3.99K	-5.59%
Jun 30, 2025	LPL FINANCIAL LLC	10.97%	1.09M	56.51M	-141.35K	-11.51%
Jun 30, 2025	CWM, LLC	2.55%	252.58K	13.13M	-319.94K	-55.88%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	2.48%	245.51K	12.76M	-54.48K	-18.16%
Jun 30, 2025	TRACTION FINANCIAL PARTNERS, LLC	1.6%	158.75K	8.25M	-17.29K	-9.82%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.5%	148.06K	7.7M	18.15K	+13.97%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.2%	118.5K	6.16M	-33.6K	-22.09%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.19%	117.78K	6.12M	-19.71K	-14.34%
Jun 30, 2025	ROYAL BANK OF CANADA	0.8%	79.17K	4.12M	-19.45K	-19.72%
Jun 30, 2025	COOPER FINANCIAL GROUP	0.69%	68.67K	3.57M	241	+0.35%
Jun 30, 2025	FERMATA ADVISORS, LLC	0.52%	51.2K	2.66M	-3.18K	-5.86%
Jun 30, 2025	WILLIAMS & NOVAK, LLC	0.25%	24.28K	1.26M	-8	-0.03%
Jun 30, 2025	ASSET ALLOCATION STRATEGIES LLC	0.24%	23.86K	1.24M	-3K	-11.17%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.23%	23.24K	1.21M	-25.3K	-52.13%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	0.38%	37.44K	2K	37.44K	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.69%	68.06K	3.54M	-5.33K	-7.27%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	5.42%	603.99K	30.32M	-96.35K	-13.76%
Mar 31, 2025	LPL FINANCIAL LLC	11.03%	1.23M	61.66M	-453.85K	-26.98%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	1.03%	114.8K	5.76M	65.3K	+131.92%
Mar 31, 2025	VALUED WEALTH ADVISORS LLC	0.24%	26.4K	1.33M	8.55K	+47.92%
Mar 31, 2025	DOPKINS WEALTH MANAGEMENT, LLC	0.25%	28.07K	1.41M	3.53K	+14.38%
Mar 31, 2025	ARETE WEALTH ADVISORS, LLC	0.26%	28.4K	1.43M	-7.24K	-20.30%
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.26%	28.45K	1.43M	3.53K	+14.17%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.26%	29.28K	1.47M	173	+0.59%
Mar 31, 2025	TOLLESON WEALTH MANAGEMENT, INC.	0.27%	30K	1.51M	0	0
Mar 31, 2025	COOPER FINANCIAL GROUP	0.61%	68.43K	3.43M	6.46K	+10.42%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.64%	71.04K	3.57M	5.12K	+7.76%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.64%	71.41K	3.58M	-77.93K	-52.18%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.66%	73.39K	3.68M	-30.11K	-29.09%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.94%	104.87K	5.26M	7.17K	+7.33%
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	1.11%	123.59K	6.2M	123.59K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.17%	129.91K	6.53M	-6.53K	-4.79%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	1.18%	131.1K	6.58M	-4.17K	-3.08%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.23%	137.48K	6.9M	3.77K	+2.82%
Mar 31, 2025	WILLIAMS & NOVAK, LLC	0.22%	24.29K	1.22M	-6.1K	-20.07%
Mar 31, 2025		0.24%	27.06K	1.36M	-854	-3.06%
Mar 31, 2025	ASSET ALLOCATION STRATEGIES LLC	0.24%	26.86K	1.35M	-7.4K	-21.60%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.28%	31.57K	1.58M	-9.57K	-23.27%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.29%	32.27K	1.61M	9.57K	+42.15%
Mar 31, 2025	FORTRESS WEALTH MANAGEMENT, INC.	0.3%	33.02K	1.66M	-72	-0.22%
Mar 31, 2025	UBS GROUP AG	0.35%	39.54K	1.98M	2.49K	+6.72%
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	0.36%	40.57K	2.04M	34.62K	+581.80%
Mar 31, 2025	PREMIER PATH WEALTH PARTNERS, LLC	0.4%	44.68K	2.24M	3.64K	+8.86%
Mar 31, 2025	CITIGROUP INC	0.53%	59.35K	2.98M	1.1K	+1.89%
Mar 31, 2025	CIBC WORLD MARKET INC.	0.93%	103.54K	5.2M	-63.38K	-37.97%
Mar 31, 2025	TRACTION FINANCIAL PARTNERS, LLC	1.58%	176.04K	8.84M	-27.37K	-13.45%
Mar 31, 2025	VALMARK ADVISERS, INC.	2.5%	278.05K	13.96M	10.1K	+3.77%
Mar 31, 2025	360 FINANCIAL, INC.	2.65%	295.41K	14.83M	12.42K	+4.39%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	2.69%	300K	15.06M	12.57K	+4.37%
Mar 31, 2025	KELLETT WEALTH ADVISORS, LLC	0.43%	47.45K	2.38M	1.55K	+3.38%
Mar 31, 2025	MONECO ADVISORS, LLC	0.66%	73.49K	3.69M	-25.94K	-26.09%
Mar 31, 2025	ALTMAN ADVISORS, INC.	0.76%	85.07K	4.12M	2.93K	+3.57%
Mar 31, 2025	ROYAL BANK OF CANADA	0.89%	98.63K	4.95M	-8.72K	-8.12%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.46%	496.57K	24.93M	42.46K	+9.35%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.44%	48.54K	2.44M	-2.69K	-5.25%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.49%	54.19K	2.72M	-24.96K	-31.54%
Mar 31, 2025	FERMATA ADVISORS, LLC	0.49%	54.38K	2.73M	3.8K	+7.51%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.25%	139.54K	7M	-66K	-32.11%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.37%	152.1K	7.64M	-10.33K	-6.36%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.22%	24.07K	1.21M	1.42K	+6.26%
Mar 31, 2025	LOWERY THOMAS, LLC	0.22%	24.18K	1.21M	-238	-0.97%
Mar 31, 2025	MARSHALL FINANCIAL GROUP LLC	0.22%	24.28K	1.22M	-20.52K	-45.81%
Mar 31, 2025	MORGAN STANLEY	4.83%	538.25K	27.02M	-8.19K	-1.50%
Mar 31, 2025	CWM, LLC	5.14%	572.52K	28.74M	-159.1K	-21.75%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.14%	20.65K	1.18M	-501	-2.37%
Mar 31, 2024	DEL-SETTE CAPITAL MANAGEMENT, LLC	0.36%	50.22K	2.86M	-82.67K	-62.21%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	1.07%	158.36K	9.02M	124.65K	+369.81%
Mar 31, 2024	MARSHALL FINANCIAL GROUP LLC	0.35%	48.75K	2.78M	-12.22K	-20.05%
Mar 31, 2024	VALUED WEALTH ADVISORS LLC	0.15%	20.43K	1.16M	7.66K	+59.94%
Mar 31, 2024	OXENFREE CAPITAL LLC	0.15%	20.69K	1.18M	966	+4.90%
Mar 31, 2024	AVEO CAPITAL PARTNERS, LLC	0.15%	20.88K	1.14M	20.88K	+100.00%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.17%	24.54K	1.4M	-970	-3.80%
Mar 31, 2024	THOROUGHBRED FINANCIAL SERVICES, LLC	0.17%	23.88K	1.36M	-4.15K	-14.80%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.21%	29.79K	1.7M	-2.84K	-8.70%
Mar 31, 2024	TOLLESON WEALTH MANAGEMENT, INC.	0.21%	30K	1.71M	0	0
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	31.98K	1.82M	-930	-2.83%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.22%	32.4K	1.85M	4.35K	+15.52%
Mar 31, 2024	PREMIER PATH WEALTH PARTNERS, LLC	0.25%	35.55K	2.02M	8.13K	+29.66%
Mar 31, 2024	FORTRESS WEALTH MANAGEMENT, INC.	0.26%	35.88K	2.04M	-10.08K	-21.94%
Mar 31, 2024	PRIMORIS WEALTH ADVISORS, LLC	0.26%	36.94K	2.1M	585	+1.61%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.28%	40.94K	2.33M	-26.38K	-39.18%
Mar 31, 2024	CITIGROUP INC	0.28%	41.25K	2.35M	3.37K	+8.89%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.29%	40.41K	2.3M	7.43K	+22.51%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.38%	53.21K	3.03M	8.95K	+20.23%
Mar 31, 2024	COOPER FINANCIAL GROUP	0.4%	55.57K	3.16M	6.39K	+12.99%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.41%	58.21K	3.31M	5.22K	+9.85%
Mar 31, 2024	ALTMAN ADVISORS, INC.	0.43%	60.5K	3.42M	2.83K	+4.91%
Mar 31, 2024	ASSET ALLOCATION STRATEGIES LLC	0.48%	67.33K	3.83M	1.09K	+1.64%
Mar 31, 2024	ROYAL BANK OF CANADA	0.53%	78.77K	4.49M	34.49K	+77.87%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.54%	79.65K	4.54M	-17.13K	-17.70%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.58%	80.82K	4.6M	69.4K	+607.78%
Mar 31, 2024	INSIGHT WEALTH STRATEGIES, LLC	0.7%	97.74K	5.57M	-703	-0.71%
Mar 31, 2024	CIBC WORLD MARKET INC.	0.72%	101.81K	5.8M	-14.01K	-12.09%
Mar 31, 2024	FOCUS FINANCIAL NETWORK, INC.	0.8%	112.73K	5.98M	112.73K	+100.00%
Mar 31, 2024	ASPIRE WEALTH MANAGEMENT CORP	0.87%	121.67K	6.93M	3.53K	+2.99%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.96%	142.02K	8.09M	3.91K	+2.83%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	1.04%	146.47K	8.34M	18.23K	+14.21%
Mar 31, 2024	MONECO ADVISORS, LLC	1.14%	160.03K	9.11M	15.36K	+10.61%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.14%	169.16K	9.63M	15.77K	+10.28%
Mar 31, 2024	VALMARK ADVISERS, INC.	1.15%	161.75K	9.21M	3.92K	+2.48%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.16%	171.86K	9.79M	11.22K	+6.98%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.33%	197.66K	11.25M	37.5K	+23.42%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.46%	217.19K	12.37M	-38.4K	-15.02%
Mar 31, 2024	TRACTION FINANCIAL PARTNERS, LLC	1.47%	206.79K	11.4M	12.27K	+6.31%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	1.75%	245.1K	13.96M	56.34K	+29.85%
Mar 31, 2024	360 FINANCIAL, INC.	1.78%	250.4K	14.26M	9.43K	+3.91%
Mar 31, 2024	49 WEALTH MANAGEMENT, LLC	1.94%	271.86K	15.37M	32.49K	+13.57%
Mar 31, 2024	CWM, LLC	3.11%	436.65K	24.86M	115.71K	+36.05%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.66%	542.75K	30.9M	68.16K	+14.36%
Mar 31, 2024	MORGAN STANLEY	3.73%	553.84K	31.54M	-5.8K	-1.04%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	4.88%	684.85K	39M	684.85K	+100.00%
Mar 31, 2024	LPL FINANCIAL LLC	10.14%	1.51M	85.72M	49.37K	+3.39%
Mar 31, 2024	FERMATA ADVISORS, LLC	0.3%	41.68K	2.37M	4.72K	+12.76%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.3%	44.29K	2.52M	38.89K	+719.83%
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	0.33%	45.82K	2.61M	-141	-0.31%
Mar 31, 2024	BRIDGE ADVISORY, LLC	0.1%	15.53K	884.17K	-5.62K	-26.57%
Mar 31, 2024	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.11%	15.85K	902.4K	-471	-2.89%
Mar 31, 2024	GUIDANCE CAPITAL, INC	0.11%	16.62K	891.74K	8.74K	+110.98%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.12%	17.58K	1M	-22.67K	-56.32%
Mar 31, 2024	CETERA ADVISORS LLC	0.12%	17.9K	1.02M	2.24K	+14.31%
Mar 31, 2024	LOWERY THOMAS, LLC	0.13%	19.73K	1.12M	1.63K	+8.98%
Mar 31, 2024	WESPAC ADVISORS SOCAL, LLC	0.14%	20.16K	1.15M	0	0
Dec 31, 2023	TOLLESON WEALTH MANAGEMENT, INC.	0.23%	30K	1.63M	0	0
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.24%	30.6K	1.66M	15.2K	+98.70%
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0.25%	32.63K	1.69M	0	0
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	32.91K	1.78M	5.43K	+19.77%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.25%	32.98K	1.79M	105	+0.32%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.26%	33.71K	1.83M	5.17K	+18.11%
Dec 31, 2023	PRIMORIS WEALTH ADVISORS, LLC	0.28%	36.35K	1.97M	36.35K	+100.00%
Dec 31, 2023	FERMATA ADVISORS, LLC	0.29%	36.97K	2M	6.81K	+22.57%
Dec 31, 2023	CITIGROUP INC	0.29%	37.88K	2.05M	433	+1.16%
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0.31%	40.26K	2.18M	-3.84K	-8.70%
Dec 31, 2023	MERIDIAN WEALTH MANAGEMENT, LLC	0.33%	43.25K	2.34M	-5.18K	-10.69%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.34%	44.26K	2.4M	-25.51K	-36.57%
Dec 31, 2023	ROYAL BANK OF CANADA	0.34%	44.29K	2.4M	-99.54K	-69.21%
Dec 31, 2023	IHT WEALTH MANAGEMENT, LLC	0.36%	45.96K	2.49M	-774	-1.66%
Dec 31, 2023	FORTRESS WEALTH MANAGEMENT, INC.	0.36%	45.97K	2.49M	-5.44K	-10.58%
Dec 31, 2023	COOPER FINANCIAL GROUP	0.38%	49.18K	2.66M	20	+0.04%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.41%	52.99K	2.87M	-22.78K	-30.06%
Dec 31, 2023	ALTMAN ADVISORS, INC.	0.45%	57.67K	3.12M	57.67K	+100.00%
Dec 31, 2023	MARSHALL FINANCIAL GROUP LLC	0.47%	60.97K	3.3M	-6.12K	-9.13%
Dec 31, 2023	ASSET ALLOCATION STRATEGIES LLC	0.51%	66.25K	3.59M	8.25K	+14.22%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.52%	67.32K	3.65M	-9.03K	-11.83%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.75%	96.78K	5.24M	-156.44K	-61.78%
Dec 31, 2023	INSIGHT WEALTH STRATEGIES, LLC	0.76%	98.44K	5.33M	-4.42K	-4.30%
Dec 31, 2023	CIBC WORLD MARKET INC.	0.89%	115.82K	6.27M	-633	-0.54%
Dec 31, 2023	ASPIRE WEALTH MANAGEMENT CORP	0.91%	118.14K	6.4M	2.1K	+1.81%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.99%	128.24K	6.95M	-17.85K	-12.22%
Dec 31, 2023	DEL-SETTE CAPITAL MANAGEMENT, LLC	1.03%	132.9K	7.2M	3.47K	+2.68%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.07%	138.11K	7.48M	-18.77K	-11.97%
Dec 31, 2023	MONECO ADVISORS, LLC	1.12%	144.67K	7.84M	818	+0.57%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.19%	153.39K	8.31M	-9.98K	-6.11%
Dec 31, 2023	VALMARK ADVISERS, INC.	1.22%	157.84K	8.55M	1.15K	+0.73%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.24%	160.15K	8.68M	-13.68K	-7.87%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.24%	160.64K	8.7M	-74.55K	-31.70%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	1.46%	188.75K	10.22M	25.36K	+15.52%
Dec 31, 2023		0.21%	27.42K	1.5M	27.42K	+100.00%
Dec 31, 2023	360 FINANCIAL, INC.	1.86%	240.97K	13.05M	21.45K	+9.77%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.97%	255.59K	13.85M	6.33K	+2.54%
Dec 31, 2023	CWM, LLC	2.48%	320.94K	17.39M	29.95K	+10.29%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.67%	474.59K	25.71M	-26.28K	-5.25%
Dec 31, 2023	MORGAN STANLEY	4.32%	559.65K	30.32M	-16.09K	-2.80%
Dec 31, 2023	LPL FINANCIAL LLC	11.25%	1.46M	78.88M	-75.29K	-4.92%
Dec 31, 2023	WESPAC ADVISORS SOCAL, LLC	0.16%	20.16K	1.09M	20.16K	+100.00%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.16%	21.15K	1.15M	4.39K	+26.22%
Dec 31, 2023	BRIDGE ADVISORY, LLC	0.16%	21.15K	1.15M	-6.49K	-23.47%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.17%	21.95K	1.17M	190	+0.87%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.2%	25.51K	1.38M	-1.14K	-4.29%
Dec 31, 2023	THOROUGHBRED FINANCIAL SERVICES, LLC	0.22%	28.02K	1.52M	-448	-1.57%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.22%	28.05K	1.52M	5.75K	+25.78%

Frequently Asked Questions