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

Who are the major shareholders selling JPMorgan BetaBuilders U.S. Equity ETF stock?

CREATIVEONE WEALTH, LLC, in the last quarter, reduced its stake in BBUS by -2.03% restricting it's holding to 104.93 thousand shares of worth nearly $14.14M. SCHMIDT P J INVESTMENT MANAGEMENT INC also lessened -1.34% of the BBUS shares from its portfolio, reducing its holding to 77.74 thousand shares of worth $10.47M. MASSMUTUAL TRUST CO FSB/ADV also shunned BBUS shares holding by -8.68% last quarter which brought its holding to 68.2 thousand shares worth $9.19M.

Investors who are buying BBUS stock?

As per its latest 13F filing, PARK AVENUE SECURITIES LLC increased its stake in BBUS by 100% in the last quarter. The institutional holder raised its holding to 233.82 thousand shares having worth more than $31.50M. 5T WEALTH, LLC also added 1.98% more shares of BBUS to its portfolio, raising its holding to 132.57 thousand shares of worth $17.86M. BRAVIAS CAPITAL GROUP, LLC also increased its BBUS shares holding by 1.02% which brought its holding to 114.82 thousand shares worth $15.47M.

BBUS's major insiders: who are they?

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

Did an insider recently sell BBUS stock?

Company executives, directors, and other insiders own N/A percent of JPMorgan BetaBuilders U.S. Equity ETF's stock. Within the last six months, there have been 0 transaction(s) in which BBUS insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased BBUS stock?

There have been 0 transaction(s) during the past 6-months in which JPMorgan BetaBuilders U.S. Equity ETF insiders have bought stock, totalling 0 shares

How much of BBUS does insiders own?

Around 0 JPMorgan BetaBuilders U.S. Equity ETF shares are held by insiders, which represents about N/A of BBUS stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in BBUS?

PARK AVENUE SECURITIES LLC is the largest institutional owner in BBUS which holds 233.82 thousand shares worth $31.50M or 0.38% of the total BBUS shares outstanding followed by 5T WEALTH, LLC with ownership of 132.57 thousand shares representing 0.21% of the BBUS ownership. BRAVIAS CAPITAL GROUP, LLC is the third largest stakeholder with 114.82 thousand shares or 0.18% of the ownership worth more than $15.47M.

Is JPMorgan BetaBuilders U.S. Equity ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the BBUS is concerned, it is a stock which is optionable.

Is there a short position on BBUS's shares?

Number of BBUS 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 BBUS shares are there?

As of today, null shares of BBUS are outstanding.

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

BBUS 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 BBUS is null.

JPMorgan BetaBuilders US Equity ETF (BBUS) 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. PARK AVENUE SECURITIES LLC is the top corporate investor, holding 233.82K shares valued at $31.50M. A 0.38% stake in JPMorgan BetaBuilders U.S. Equity ETF is owned by the company. 5T WEALTH, LLC owns 132.57K shares valued at $17.86M, which translates its holding of 0.21% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.38%	233.82K	31.5M	233.82K	+100.00%
Jun 30, 2026	5T WEALTH, LLC	0.21%	132.57K	17.86M	2.57K	+1.98%
Jun 30, 2026	BRAVIAS CAPITAL GROUP, LLC	0.18%	114.82K	15.47M	1.16K	+1.02%
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.18%	114.08K	15.37M	1.23K	+1.09%
Jun 30, 2026	ROSENBERG MATTHEW HAMILTON	0.11%	69.85K	9.41M	3.82K	+5.78%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.17%	104.93K	14.14M	-2.18K	-2.03%
Jun 30, 2026	ROYAL BANK OF CANADA	0.14%	89.04K	12M	7.77K	+9.56%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.42%	259.07K	34.9M	46.42K	+21.83%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	1%	621.03K	83.66M	59.91K	+10.68%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.95%	592.22K	79.78M	30.66K	+5.46%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.92%	575.76K	77.57M	56.34K	+10.85%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.11%	70.69K	9.52M	28.22K	+66.43%
Jun 30, 2026	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.12%	77.74K	10.47M	-1.06K	-1.34%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.92%	575.46K	77.53M	45.28K	+8.54%
Jun 30, 2026	KELLY FINANCIAL GROUP LLC	0.84%	525.85K	70.84M	28.06K	+5.64%
Jun 30, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.76%	475.75K	64.09M	25.89K	+5.75%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.74%	461.34K	62.16M	174.4K	+60.78%
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.68%	425.16K	57.28M	0	0
Jun 30, 2026	MN WEALTH ADVISORS, LLC	0.47%	290.84K	39.18M	37.03K	+14.59%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	5.77%	3.59M	484.21M	3.59M	+100.00%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.17%	104.76K	14.11M	17.27K	+19.74%
Jun 30, 2026	MASSMUTUAL TRUST CO FSB/ADV	0.11%	68.2K	9.19M	-6.48K	-8.68%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.11%	67.98K	9.15M	43.72K	+180.23%
Jun 30, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.09%	58.43K	7.87M	-26.88K	-31.51%
Jun 30, 2026	WAYFINDING FINANCIAL, LLC	0.08%	52.78K	7.11M	-1.3K	-2.40%
Jun 30, 2026	LAKE STREET FINANCIAL LLC	0.08%	50.93K	6.86M	-2.92K	-5.42%
Jun 30, 2026	ASCENT GROUP, LLC	0.16%	97.52K	13.14M	1.57K	+1.64%
Jun 30, 2026	FLORIDA FINANCIAL ADVISORS, LLC	0.17%	104.34K	14.06M	1.9K	+1.85%
Jun 30, 2026	GRADIENT INVESTMENTS LLC	0.24%	148.65K	20.03M	1.42K	+0.96%
Jun 30, 2026	DRIVE WEALTH MANAGEMENT, LLC	0.33%	202.74K	27.31M	34.24K	+20.32%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.12%	74.41K	10.02M	-26.9K	-26.55%
Jun 30, 2026		0.1%	59.59K	8.03M	-20.82K	-25.89%
Jun 30, 2026	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.4%	251.98K	33.95M	-3.67K	-1.43%
Jun 30, 2026	3CHOPT INVESTMENT PARTNERS, LLC	0.08%	47.01K	6.33M	-2.29K	-4.64%
Jun 30, 2026	IFP ADVISORS, INC	0.07%	46.03K	6.2M	7.07K	+18.15%
Jun 30, 2026	MGO ONE SEVEN LLC	0.07%	40.97K	5.52M	-48	-0.12%
Jun 30, 2026	TRIAD WEALTH PARTNERS, LLC	0.06%	38.22K	5.22M	6	+0.02%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.06%	36.15K	4.87M	-16.66K	-31.55%
Jun 30, 2026	CREATIVE PLANNING	0.06%	34.93K	4.71M	-6.46K	-15.61%
Jun 30, 2026	FINGERLAKES WEALTH MANAGEMENT, INC.	0.05%	33.38K	4.5M	3.21K	+10.65%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	2.88%	1.8M	241.98M	-172	-0.01%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.29%	182.31K	24.56M	36.89K	+25.36%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	3.65%	2.28M	306.81M	233.8K	+11.44%
Jun 30, 2026	NORINCHUKIN BANK, THE	3.94%	2.46M	331.28M	0	0
Jun 30, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	1.06%	662.35K	89.23M	-10.93K	-1.62%
Jun 30, 2026	MORGAN STANLEY	5.86%	3.66M	492.46M	519.19K	+16.55%
Jun 30, 2026	LPL FINANCIAL LLC	6.25%	3.9M	525.06M	561.11K	+16.82%
Jun 30, 2026	JPMORGAN CHASE & CO	10.58%	6.6M	880.75M	482.09K	+7.89%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	178K	23.98M	10.67K	+6.38%
Jun 30, 2026	IFG ADVISORY, LLC	0.2%	121.7K	16.39M	121.7K	+100.00%
Jun 30, 2026	UNIQUE WEALTH, LLC	0.17%	105.56K	14.22M	40.09K	+61.23%
Jun 30, 2026	ASSETMARK, INC	1.01%	628K	84.6M	57.75K	+10.13%
Jun 30, 2026	TRADITION WEALTH MANAGEMENT, LLC	0.66%	414K	55.77M	17.36K	+4.38%
Jun 30, 2026	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	0.47%	291.36K	39.17M	-812	-0.28%
Jun 30, 2026	NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTURAL COOPERATIVES	2.05%	1.28M	171.77M	0	0
Jun 30, 2026	WEALTH GROUP LTD	1.01%	628.52K	84.67M	38.51K	+6.53%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.67%	425.16K	49.82M	425.16K	+100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.82%	519.42K	60.87M	15.35K	+3.05%
Mar 31, 2026	NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTURAL COOPERATIVES	2.02%	1.28M	149.4M	0	0
Mar 31, 2026	GRADIENT INVESTMENTS LLC	0.23%	147.24K	17.25M	51.1K	+53.16%
Mar 31, 2026	STRATEGIC FINANCIAL PLANNING, INC.	0.25%	161.08K	7.53M	161.08K	+100.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	167.33K	19.61M	89.6K	+115.27%
Mar 31, 2026	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.4%	255.65K	29.96M	-535.83K	-67.70%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.84%	530.18K	62.13M	27.41K	+5.45%
Mar 31, 2026	KELLY FINANCIAL GROUP LLC	0.79%	497.79K	58.33M	-17.56K	-3.41%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.89%	561.12K	65.75M	467.29K	+498.02%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.89%	561.56K	65.8M	339.21K	+152.55%
Mar 31, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.71%	449.86K	52.71M	16.9K	+3.90%
Mar 31, 2026	TRADITION WEALTH MANAGEMENT, LLC	0.63%	396.64K	46.48M	39.07K	+10.93%
Mar 31, 2026	3CHOPT INVESTMENT PARTNERS, LLC	0.08%	49.29K	5.78M	926	+1.91%
Mar 31, 2026	GATEWAY WEALTH PARTNERS, LLC	0.07%	44.54K	5.22M	26.02K	+140.55%
Mar 31, 2026	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	0.46%	292.17K	34.05M	14.88K	+5.37%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.45%	286.94K	33.62M	33.47K	+13.20%
Mar 31, 2026	ASSETMARK, INC	0.9%	570.25K	66.82M	14.87K	+2.68%
Mar 31, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	1.06%	673.28K	78.89M	3.04K	+0.45%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	2.84%	1.8M	210.5M	88.18K	+5.16%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	3.23%	2.04M	239.47M	212.9K	+11.63%
Mar 31, 2026	LPL FINANCIAL LLC	5.27%	3.34M	390.95M	233.93K	+7.54%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.07%	42.48K	5.24M	2.39K	+5.96%
Mar 31, 2026	NORINCHUKIN BANK, THE	3.89%	2.46M	288.15M	0	0
Mar 31, 2026	MORGAN STANLEY	4.96%	3.14M	367.5M	274.74K	+9.60%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.34%	212.65K	24.92M	-1.62K	-0.76%
Mar 31, 2026	MASSMUTUAL TRUST CO FSB/ADV	0.12%	74.68K	8.75M	115	+0.15%
Mar 31, 2026	MN WEALTH ADVISORS, LLC	0.4%	253.81K	29.74M	6.59K	+2.67%
Mar 31, 2026	WEALTH GROUP LTD	0.93%	590.01K	69.14M	45.99K	+8.45%
Mar 31, 2026	LAKE STREET FINANCIAL LLC	0.09%	53.85K	6.31M	2.06K	+3.97%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.08%	52.82K	6.19M	-1.53K	-2.81%
Mar 31, 2026	WAYFINDING FINANCIAL, LLC	0.09%	54.08K	6.34M	3.05K	+5.98%
Mar 31, 2026	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.12%	78.8K	9.23M	4.8K	+6.49%
Mar 31, 2026		0.1%	64.9K	7.61M	1.11K	+1.73%
Mar 31, 2026	ROYAL BANK OF CANADA	0.13%	81.27K	9.52M	11.66K	+16.75%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.14%	87.49K	10.25M	19.88K	+29.41%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.16%	101.31K	11.87M	19.78K	+24.26%
Mar 31, 2026	FLORIDA FINANCIAL ADVISORS, LLC	0.16%	102.44K	12M	5.01K	+5.14%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.18%	112.85K	13.22M	20.26K	+21.88%
Mar 31, 2026	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.05%	27.71K	3.25M	971	+3.63%
Mar 31, 2026	LOCKERMAN FINANCIAL GROUP, INC.	0.05%	29.73K	3.48M	587	+2.01%
Mar 31, 2026	FINGERLAKES WEALTH MANAGEMENT, INC.	0.05%	30.17K	3.53M	638	+2.16%
Mar 31, 2026	MIRACLE MILE ADVISORS, LLC	0.05%	30.56K	3.58M	-3.12K	-9.26%
Mar 31, 2026	JANE STREET GROUP, LLC	0.06%	33.48K	3.92M	33.48K	+100.00%
Mar 31, 2026	TRIAD WEALTH PARTNERS, LLC	0.07%	38.21K	4.48M	6.69K	+21.22%
Mar 31, 2026	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.07%	38.33K	4.49M	-5.76K	-13.06%
Mar 31, 2026	IFP ADVISORS, INC	0.07%	38.96K	4.57M	3.63K	+10.27%
Mar 31, 2026	GOLDEN STATE EQUITY PARTNERS	0.07%	40.98K	4.8M	40.98K	+100.00%
Mar 31, 2026	MGO ONE SEVEN LLC	0.07%	41.02K	4.81M	-6.24K	-13.20%
Mar 31, 2026	CREATIVE PLANNING	0.07%	41.39K	4.85M	-16.05K	-27.94%
Mar 31, 2026	UNIQUE WEALTH, LLC	0.1%	65.47K	7.67M	65.47K	+100.00%
Mar 31, 2026	BRAVIAS CAPITAL GROUP, LLC	0.18%	113.67K	13.32M	1.04K	+0.92%
Mar 31, 2026	5T WEALTH, LLC	0.21%	130K	15.23M	-1.32K	-1.01%
Mar 31, 2026	JPMORGAN CHASE & CO	9.66%	6.11M	695.94M	1.73M	+39.35%
Mar 31, 2026	CWM, LLC	0.26%	164.07K	19.23M	15.92K	+10.75%
Mar 31, 2026	DRIVE WEALTH MANAGEMENT, LLC	0.27%	168.5K	19.74M	22.1K	+15.10%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.26%	145.43K	17.44M	23.93K	+19.70%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.17%	107.11K	12.55M	3.99K	+3.87%
Mar 31, 2026	ASCENT GROUP, LLC	0.15%	95.95K	11.24M	3.11K	+3.35%
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.13%	85.3K	10M	-902	-1.05%
Mar 31, 2026	ROSENBERG MATTHEW HAMILTON	0.1%	66.04K	7.74M	2.83K	+4.48%
Dec 31, 2025	GRADIENT INVESTMENTS LLC	0.18%	96.14K	11.85M	643	+0.67%
Dec 31, 2025	3CHOPT INVESTMENT PARTNERS, LLC	0.09%	48.37K	5.96M	2.08K	+4.48%
Dec 31, 2025	TRIAD WEALTH PARTNERS, LLC	0.06%	31.52K	3.89M	20.13K	+176.58%
Dec 31, 2025	FINGERLAKES WEALTH MANAGEMENT, INC.	0.05%	29.53K	3.64M	1.43K	+5.08%
Dec 31, 2025	LOCKERMAN FINANCIAL GROUP, INC.	0.05%	29.15K	3.59M	399	+1.39%
Dec 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.05%	26.74K	3.3M	7.82K	+41.35%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.05%	25.58K	3.15M	25.58K	+100.00%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.24%	136.25K	16.8M	14.52K	+11.93%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	137.06K	16.9M	129.67K	+1,754.72%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.38%	214.28K	26.42M	24.6K	+12.97%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.44%	253.47K	31.26M	-24.4K	-8.78%
Dec 31, 2025	CREATIVE PLANNING	0.1%	57.44K	7.08M	-37.07K	-39.23%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.21%	121.49K	14.98M	44.71K	+58.23%
Dec 31, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.13%	74.56K	9.19M	-844	-1.12%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	77.73K	9.58M	63.92K	+463.08%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.1%	53.43K	6.59M	1.85K	+3.58%
Dec 31, 2025	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.14%	74K	9.12M	-1.29K	-1.71%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.09%	54.34K	6.7M	48.77K	+875.95%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.14%	81.53K	10.05M	36.94K	+82.83%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.15%	86.2K	10.63M	2.76K	+3.31%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.16%	93.83K	11.57M	-420.67K	-81.76%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.16%	92.59K	11.42M	7.2K	+8.43%
Dec 31, 2025	ASCENT GROUP, LLC	0.17%	92.84K	11.45M	5.8K	+6.66%
Dec 31, 2025	FLORIDA FINANCIAL ADVISORS, LLC	0.17%	97.43K	12.01M	1.5K	+1.56%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.39%	222.36K	27.42M	109.23K	+96.56%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.41%	222.59K	27.45M	15.16K	+7.31%
Dec 31, 2025	MGO ONE SEVEN LLC	0.09%	47.26K	5.83M	6.26K	+15.26%
Dec 31, 2025	WAYFINDING FINANCIAL, LLC	0.09%	51.03K	6.29M	1.29K	+2.60%
Dec 31, 2025	WEALTH GROUP LTD	1%	544.02K	67.08M	166.19K	+43.99%
Dec 31, 2025	NORINCHUKIN BANK, THE	4.32%	2.46M	303.22M	2.46M	+100.00%
Dec 31, 2025	MORGAN STANLEY	4.95%	2.86M	352.85M	580.93K	+25.47%
Dec 31, 2025	LPL FINANCIAL LLC	5.46%	3.1M	382.55M	132.41K	+4.46%
Dec 31, 2025	JPMORGAN CHASE & CO	8.05%	4.39M	540.94M	140.68K	+3.31%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	5.96%	3.38M	417.05M	92.42K	+2.81%
Dec 31, 2025	MN WEALTH ADVISORS, LLC	0.45%	247.22K	30.48M	14.6K	+6.28%
Dec 31, 2025	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	0.49%	277.29K	34.28M	277.29K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.87%	502.78K	62M	65.35K	+14.94%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.16%	1.83M	225.74M	32.99K	+1.84%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	3.01%	1.71M	210.64M	197.48K	+13.07%
Dec 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	1.45%	791.48K	97.6M	326.52K	+70.23%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.79%	432.96K	53.39M	18.94K	+4.57%
Dec 31, 2025	CWM, LLC	0.26%	148.15K	18.27M	6.15K	+4.33%
Dec 31, 2025	DRIVE WEALTH MANAGEMENT, LLC	0.27%	146.39K	18.05M	-10.74K	-6.84%
Dec 31, 2025	ROYAL BANK OF CANADA	0.12%	69.61K	8.58M	-16.02K	-18.71%
Dec 31, 2025		0.11%	63.8K	7.87M	63.8K	+100.00%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.18%	103.11K	12.71M	3.33K	+3.34%
Dec 31, 2025	IFG ADVISORY, LLC	0.2%	112.81K	13.91M	-22.03K	-16.34%
Dec 31, 2025	BRAVIAS CAPITAL GROUP, LLC	0.21%	112.63K	13.89M	1.1K	+0.98%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	1.23%	670.24K	82.65M	-10.14K	-1.49%
Dec 31, 2025	NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTURAL COOPERATIVES	2.34%	1.28M	157.22M	812K	+175.38%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.12%	67.61K	8.34M	5.95K	+9.64%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.93%	504.07K	62.16M	-25.17K	-4.76%
Dec 31, 2025	KELLY FINANCIAL GROUP LLC	0.95%	515.35K	63.55M	20.12K	+4.06%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	0.06%	33.67K	4.15M	-958	-2.77%
Dec 31, 2025	IFP ADVISORS, INC	0.06%	35.33K	4.36M	3.44K	+10.80%
Dec 31, 2025	ORG PARTNERS LLC	0.06%	34.06K	4.2M	9.54K	+38.93%
Dec 31, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.63%	357.57K	44.09M	20.45K	+6.07%
Dec 31, 2025	ROSENBERG MATTHEW HAMILTON	0.12%	63.2K	7.79M	-2.46K	-3.75%
Dec 31, 2025	BANK OF NOVA SCOTIA	0.1%	59.75K	7.36M	48.89K	+450.18%
Dec 31, 2025	ASSETMARK, INC	1.02%	555.38K	68.48M	7.27K	+1.33%
Dec 31, 2025	LAKE STREET FINANCIAL LLC	0.1%	51.79K	6.39M	5.09K	+10.91%
Dec 31, 2025	5T WEALTH, LLC	0.24%	131.33K	16.19M	15.12K	+13.01%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	6.93%	3.29M	396.93M	169.2K	+5.42%
Sep 30, 2025	MORGAN STANLEY	4.8%	2.28M	275.17M	482.39K	+26.83%
Sep 30, 2025	ASCENT GROUP, LLC	0.18%	87.04K	10.5M	41.79K	+92.36%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	3.18%	1.51M	182.28M	-1.35M	-47.12%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	1.43%	680.38K	82.09M	-7.31K	-1.06%
Sep 30, 2025	ASSETMARK, INC	1.15%	548.11K	66.13M	82.85K	+17.81%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.11%	529.24K	63.86M	46.61K	+9.66%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.08%	514.5K	62.08M	414.58K	+414.92%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.92%	437.43K	52.78M	77.14K	+21.41%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.87%	414.03K	49.96M	11.51K	+2.86%
Sep 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.71%	337.12K	40.68M	17.35K	+5.42%
Sep 30, 2025	MN WEALTH ADVISORS, LLC	0.49%	232.62K	28.07M	6.61K	+2.92%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.44%	207.43K	25.03M	1.02K	+0.49%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.4%	189.67K	22.89M	19.29K	+11.32%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.26%	121.73K	14.69M	2.78K	+2.34%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.18%	85.4K	10.3M	10.86K	+14.57%
Sep 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.16%	75.41K	9.1M	-857	-1.12%
Sep 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.11%	50.25K	6.06M	50.25K	+100.00%
Sep 30, 2025	WAYFINDING FINANCIAL, LLC	0.1%	49.74K	6M	4.13K	+9.05%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.79%	1.8M	216.91M	165.85K	+10.16%
Sep 30, 2025	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.16%	75.29K	9.08M	-2.74K	-3.51%
Sep 30, 2025		0.17%	78.71K	9.5M	3.35K	+4.44%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.21%	99.78K	12.04M	-3.01K	-2.93%
Sep 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.98%	464.96K	56.1M	23.73K	+5.38%
Sep 30, 2025	KELLY FINANCIAL GROUP LLC	1.04%	495.23K	59.75M	8.55K	+1.76%
Sep 30, 2025	CWM, LLC	0.3%	142K	17.13M	22.28K	+18.61%
Sep 30, 2025	IFG ADVISORY, LLC	0.28%	134.84K	16.27M	1.17K	+0.88%
Sep 30, 2025	3CHOPT INVESTMENT PARTNERS, LLC	0.1%	46.29K	5.59M	4.05K	+9.59%
Sep 30, 2025	NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTURAL COOPERATIVES	0.98%	463K	55.87M	0	0
Sep 30, 2025	5T WEALTH, LLC	0.24%	116.21K	14.02M	15.43K	+15.31%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.24%	113.13K	13.65M	67.96K	+150.45%
Sep 30, 2025	CREATIVE PLANNING	0.2%	94.51K	11.4M	-112.47K	-54.34%
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.18%	83.45K	10.07M	81.12K	+3,495.22%
Sep 30, 2025	MGO ONE SEVEN LLC	0.09%	41K	4.95M	8.62K	+26.62%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0.07%	34.63K	4.18M	34.63K	+100.00%
Sep 30, 2025	LOCKERMAN FINANCIAL GROUP, INC.	0.06%	28.75K	3.47M	2.31K	+8.72%
Sep 30, 2025	FINGERLAKES WEALTH MANAGEMENT, INC.	0.06%	28.1K	3.39M	2.46K	+9.57%
Sep 30, 2025	FIRETHORN WEALTH PARTNERS, LLC	0.05%	25.44K	3.07B	25.44K	+100.00%
Sep 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.05%	25.28K	3.05M	-9.29K	-26.87%
Sep 30, 2025	ORG PARTNERS LLC	0.05%	24.52K	2.96M	-1.13K	-4.41%
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0.05%	23.48K	2.83M	1.62K	+7.43%
Sep 30, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.05%	21.78K	2.63M	-3.8K	-14.86%
Sep 30, 2025	IAG WEALTH PARTNERS, LLC	0.05%	21.36K	2.58M	-1.03K	-4.58%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.04%	20.92K	2.52M	-3.04K	-12.70%
Sep 30, 2025	SUTTON PLACE INVESTORS LLC	0.04%	19.78K	2.39M	-409	-2.03%
Sep 30, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.04%	19.36K	2.34M	-43.32K	-69.12%
Sep 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.04%	18.92K	2.28M	-19	-0.10%
Sep 30, 2025	DRIVE WEALTH MANAGEMENT, LLC	0.33%	157.14K	18.96M	24.21K	+18.22%
Sep 30, 2025	WEALTH GROUP LTD	0.8%	377.83K	45.59M	156.87K	+71.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.59%	277.87K	33.01M	6.35K	+2.34%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.16%	76.78K	9.26M	3.38K	+4.61%
Sep 30, 2025	LAKE STREET FINANCIAL LLC	0.1%	46.7K	5.63M	2.49K	+5.62%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.11%	51.58K	6.22M	13.11K	+34.06%
Sep 30, 2025	BRAVIAS CAPITAL GROUP, LLC	0.23%	111.53K	13.46M	4.57K	+4.28%
Sep 30, 2025	FLORIDA FINANCIAL ADVISORS, LLC	0.2%	95.93K	11.57M	-8.96K	-8.55%
Sep 30, 2025	GRADIENT INVESTMENTS LLC	0.2%	95.49K	11.52M	-486.5K	-83.59%
Sep 30, 2025	ROSENBERG MATTHEW HAMILTON	0.14%	65.66K	7.92M	1.33K	+2.06%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.13%	61.66K	7.44M	6.39K	+11.57%
Sep 30, 2025	ROYAL BANK OF CANADA	0.18%	85.63K	10.33M	15.54K	+22.17%
Sep 30, 2025	VON BORSTEL & ASSOCIATES, INC.	0.1%	49.83K	6.15M	49.83K	+100.00%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.09%	44.59K	5.38M	-11.87K	-21.02%
Sep 30, 2025	VESTGEN ADVISORS, LLC	0.09%	41.86K	5.05M	336	+0.81%
Sep 30, 2025	JPMORGAN CHASE & CO	8.94%	4.25M	512.34M	521.39K	+14.00%
Sep 30, 2025	LPL FINANCIAL LLC	6.25%	2.97M	358.36M	165.12K	+5.89%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.46%	206.41K	23.1M	-873	-0.42%
Jun 30, 2025	MGO ONE SEVEN LLC	0.07%	32.38K	3.62M	32.38K	+100.00%
Jun 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.08%	34.57K	3.87M	34.57K	+100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.08%	482.63K	54.02M	-66.88K	-12.17%
Jun 30, 2025	CREATIVE PLANNING	0.47%	206.98K	23.17M	-685.97K	-76.82%
Jun 30, 2025	WEALTH GROUP LTD	0.5%	220.95K	24.73M	171.87K	+350.12%
Jun 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.99%	441.23K	49.38M	165.62K	+60.09%
Jun 30, 2025	NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTURAL COOPERATIVES	1.04%	463K	51.82M	0	0
Jun 30, 2025	ASSETMARK, INC	1.05%	465.26K	52.07M	-52.81K	-10.19%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	6.42%	2.86M	319.74M	1.48M	+108.05%
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0.05%	21.85K	2.45M	2.87K	+15.12%
Jun 30, 2025	IAG WEALTH PARTNERS, LLC	0.05%	22.38K	2.5M	21.92K	+4,776.03%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.05%	23.97K	2.68M	-8.69K	-26.62%
Jun 30, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.06%	25.58K	2.86M	5.28K	+25.98%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.67%	1.63M	182.64M	41.64K	+2.62%
Jun 30, 2025	FINGERLAKES WEALTH MANAGEMENT, INC.	0.06%	25.65K	2.87M	2.62K	+11.39%
Jun 30, 2025	ORG PARTNERS LLC	0.06%	25.65K	2.87M	25.65K	+100.00%
Jun 30, 2025	LOCKERMAN FINANCIAL GROUP, INC.	0.06%	26.44K	2.96M	-2.48K	-8.56%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.07%	30.87K	3.46M	-11.86K	-27.75%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.09%	38.48K	4.31B	13.51K	+54.12%
Jun 30, 2025	ROYAL BANK OF CANADA	0.16%	70.09K	7.85M	-8.1K	-10.36%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.22%	99.92K	11.18M	17.46K	+21.17%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.23%	102.79K	11.5M	-10.16K	-9.00%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.38%	170.38K	19.07M	5.75K	+3.49%
Jun 30, 2025	GRADIENT INVESTMENTS LLC	1.31%	581.99K	65.14M	17.68K	+3.13%
Jun 30, 2025	LPL FINANCIAL LLC	6.3%	2.8M	313.92M	-1.36K	-0.05%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	7.01%	3.12M	349.25M	-48.83K	-1.54%
Jun 30, 2025	JPMORGAN CHASE & CO	8.37%	3.72M	416.88M	-705.91K	-15.93%
Jun 30, 2025	BROWN FINANCIAL ADVISORS	0.07%	31.11K	3.48M	-498	-1.58%
Jun 30, 2025	MORGAN STANLEY	4.04%	1.8M	201.25B	182.74K	+11.31%
Jun 30, 2025	3CHOPT INVESTMENT PARTNERS, LLC	0.09%	42.24K	4.73M	-6.59K	-13.50%
Jun 30, 2025	LAKE STREET FINANCIAL LLC	0.1%	44.21K	4.95M	-3.45K	-7.23%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.1%	45.17K	5.06M	23.48K	+108.29%
Jun 30, 2025	ASCENT GROUP, LLC	0.1%	45.25K	5.06M	3.32K	+7.92%
Jun 30, 2025	WAYFINDING FINANCIAL, LLC	0.1%	45.61K	5.21M	-1.2K	-2.57%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.12%	55.27K	6.19M	13.17K	+31.28%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	56.46K	6.32M	-6.96K	-10.98%
Jun 30, 2025	ROSENBERG MATTHEW HAMILTON	0.14%	64.34K	7.2M	35.28K	+121.38%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.17%	73.4K	8.21M	-29.29K	-28.52%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.17%	74.53K	8.34M	54.32K	+268.74%
Jun 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.17%	76.26K	8.54M	-10.4K	-12.00%
Jun 30, 2025	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.18%	78.03K	8.73M	-556	-0.71%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.24%	107.33K	12.01M	63.9K	+147.13%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.27%	118.94K	13.31M	-348	-0.29%
Jun 30, 2025	MN WEALTH ADVISORS, LLC	0.51%	226.01K	25.3M	-44.77K	-16.53%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.61%	271.52K	29.47M	94.46K	+53.35%
Jun 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.72%	319.77K	35.79M	24.33K	+8.24%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.81%	360.28K	40.32M	1.22K	+0.34%
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.9%	402.51K	45.05M	2.05K	+0.51%
Jun 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	1.55%	687.69K	76.97M	-35.9K	-4.96%
Jun 30, 2025	VESTGEN ADVISORS, LLC	0.09%	41.53K	4.75M	19.55K	+88.91%
Jun 30, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.14%	62.68K	7.02M	-23.15K	-26.97%
Jun 30, 2025	BLUE OAK CAPITAL, LLC	0.22%	99.54K	11.14M	-21.43K	-17.72%
Jun 30, 2025	5T WEALTH, LLC	0.23%	100.78K	11.28M	10.78K	+11.97%
Jun 30, 2025	FLORIDA FINANCIAL ADVISORS, LLC	0.24%	104.89K	11.74M	-822	-0.78%
Jun 30, 2025	BRAVIAS CAPITAL GROUP, LLC	0.24%	106.96K	11.97M	3.08K	+2.96%
Jun 30, 2025	CWM, LLC	0.27%	119.72K	13.4M	68.05K	+131.68%
Jun 30, 2025	KELLY FINANCIAL GROUP LLC	1.09%	486.68K	54.47M	49.32K	+11.28%
Jun 30, 2025		0.17%	75.36K	8.43M	75.36K	+100.00%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.29%	127.9K	14.31M	127.9K	+100.00%
Jun 30, 2025	DRIVE WEALTH MANAGEMENT, LLC	0.3%	132.92K	14.88M	20.38K	+18.10%
Jun 30, 2025	IFG ADVISORY, LLC	0.3%	133.67K	14.96M	-46.05K	-25.62%
Mar 31, 2025	3CHOPT INVESTMENT PARTNERS, LLC	0.12%	48.84K	4.93M	9.25K	+23.38%
Mar 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.7%	275.61K	27.81M	8.43K	+3.16%
Mar 31, 2025	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.2%	78.58K	7.93M	-238	-0.30%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.21%	82.46K	8.32M	36.16K	+78.08%
Mar 31, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.22%	85.83K	8.66M	-13.89K	-13.93%
Mar 31, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.75%	295.44K	29.81M	135.76K	+85.02%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.92%	359.06K	36.23M	91.12K	+34.01%
Mar 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	1.02%	400.46K	40.4M	2.86K	+0.72%
Mar 31, 2025	NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTURAL COOPERATIVES	1.18%	463K	46.71M	0	0
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	4.05%	1.59M	160.44M	329.16K	+26.10%
Mar 31, 2025	MORGAN STANLEY	4.12%	1.62M	162.98M	219.1K	+15.69%
Mar 31, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.22%	86.66K	8.74M	3.32K	+3.98%
Mar 31, 2025		0.23%	90K	9.08M	-6.79K	-7.02%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.4%	549.5K	55.44M	82.45K	+17.65%
Mar 31, 2025	CWM, LLC	0.13%	51.68K	5.21M	16.88K	+48.50%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.11%	43.43K	4.38M	-1.77K	-3.91%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.16%	63.42K	6.4M	-3.97K	-5.90%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.29%	112.95K	11.4M	2.78K	+2.53%
Mar 31, 2025	IFG ADVISORY, LLC	0.46%	179.71K	18.13M	122	+0.07%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.53%	207.28K	20.91M	52.35K	+33.79%
Mar 31, 2025	MN WEALTH ADVISORS, LLC	0.69%	270.78K	27.32M	-24.29K	-8.23%
Mar 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	1.84%	723.58K	73M	18.01K	+2.55%
Mar 31, 2025	CREATIVE PLANNING	2.25%	892.95K	90.09M	885.25K	+11,499.74%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.3%	119.29K	12.04M	-10.58K	-8.15%
Mar 31, 2025	ASSETMARK, INC	1.32%	518.07K	52.27M	3.35K	+0.65%
Mar 31, 2025	BROWN FINANCIAL ADVISORS	0.08%	31.61K	3.19M	31.61K	+100.00%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.11%	42.73K	4.31M	-7.03K	-14.13%
Mar 31, 2025	GRADIENT INVESTMENTS LLC	1.44%	564.31K	56.93M	564.31K	+100.00%
Mar 31, 2025	WAYFINDING FINANCIAL, LLC	0.12%	46.81K	4.72M	2.42K	+5.44%
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	0.12%	47.54K	4.8M	24.17K	+103.42%
Mar 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	3.5%	1.37M	138.54M	163.89K	+13.55%
Mar 31, 2025	JPMORGAN CHASE & CO	11.29%	4.43M	447.01M	274.78K	+6.61%
Mar 31, 2025	ROSENBERG MATTHEW HAMILTON	0.07%	29.06K	2.93M	1.63K	+5.94%
Mar 31, 2025	ROYAL BANK OF CANADA	0.2%	78.19K	7.89M	32.63K	+71.63%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.26%	102.69K	10.36M	-435	-0.42%
Mar 31, 2025	DRIVE WEALTH MANAGEMENT, LLC	0.29%	112.55K	11.35M	32.19K	+40.05%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.3%	119.29K	12.04M	-10.58K	-8.15%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.42%	164.64K	16.61M	27.03K	+19.64%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.45%	177.06K	17.87M	-162.92K	-47.92%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.08%	32.66K	3.31M	8.01K	+32.47%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	38.71K	3.91M	-22.1K	-36.35%
Mar 31, 2025	ASCENT GROUP, LLC	0.11%	41.93K	4.23M	2.81K	+7.17%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.11%	42.1K	4.25M	14.13K	+50.51%
Mar 31, 2025	LPL FINANCIAL LLC	7.15%	2.81M	283.12M	413.12K	+17.26%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	8.08%	3.17M	319.75M	3.17M	+100.00%
Mar 31, 2025	LAKE STREET FINANCIAL LLC	0.12%	47.66K	4.81M	759	+1.62%
Mar 31, 2025	WEALTH GROUP LTD	0.13%	49.09K	4.95M	49.09K	+100.00%

Frequently Asked Questions