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

Who are the major shareholders selling PIMCO Active Bond Exchange-Traded Fund stock?

ADVISOR GROUP HOLDINGS, INC., in the last quarter, reduced its stake in BOND by -0.98% restricting it's holding to 1.65 million shares of worth nearly $153.79M. ENVESTNET ASSET MANAGEMENT INC also lessened -1.11% of the BOND shares from its portfolio, reducing its holding to 2.1 million shares of worth $195.52M. CAPTRUST FINANCIAL ADVISORS also shunned BOND shares holding by -8.57% last quarter which brought its holding to 230.28 thousand shares worth $21.43M.

Investors who are buying BOND stock?

As per its latest 13F filing, WAVERLY ADVISORS, LLC increased its stake in BOND by 180.98% in the last quarter. The institutional holder raised its holding to 640.89 thousand shares having worth more than $59.65M. RAYMOND JAMES FINANCIAL INC also added 65.31% more shares of BOND to its portfolio, raising its holding to 1.02 million shares of worth $94.68M. NEWEDGE ADVISORS, LLC also increased its BOND shares holding by 7.35% which brought its holding to 1.06 million shares worth $98.23M.

BOND's major insiders: who are they?

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

Did an insider recently sell BOND stock?

Company executives, directors, and other insiders own N/A percent of PIMCO Active Bond Exchange-Traded Fund's stock. Within the last six months, there have been 0 transaction(s) in which BOND insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased BOND stock?

There have been 0 transaction(s) during the past 6-months in which PIMCO Active Bond Exchange-Traded Fund insiders have bought stock, totalling 0 shares

How much of BOND does insiders own?

Around 0 PIMCO Active Bond Exchange-Traded Fund shares are held by insiders, which represents about N/A of BOND stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in BOND?

WAVERLY ADVISORS, LLC is the largest institutional owner in BOND which holds 640.89 thousand shares worth $59.65M or 0.84% of the total BOND shares outstanding followed by RAYMOND JAMES FINANCIAL INC with ownership of 1.02 million shares representing 1.32% of the BOND ownership. NEWEDGE ADVISORS, LLC is the third largest stakeholder with 1.06 million shares or 1.38% of the ownership worth more than $98.23M.

Is PIMCO Active Bond Exchange-Traded Fund 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 BOND is concerned, it is a stock which is optionable.

Is there a short position on BOND's shares?

Number of BOND 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 BOND shares are there?

As of today, null shares of BOND are outstanding.

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

BOND 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 BOND is null.

PIMCO Active Bond Exchange-Traded Fund (BOND) 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. WAVERLY ADVISORS, LLC is the top corporate investor, holding 640.89K shares valued at $59.65M. A 0.84% stake in PIMCO Active Bond Exchange-Traded Fund is owned by the company. RAYMOND JAMES FINANCIAL INC owns 1.02M shares valued at $94.68M, which translates its holding of 1.32% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.84%	640.89K	59.65M	412.8K	+180.98%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.32%	1.02M	94.68M	401.87K	+65.31%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	1.38%	1.06M	98.23M	72.23K	+7.35%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	2.03%	1.55M	144.49M	119.83K	+8.37%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2.16%	1.65M	153.79M	-16.28K	-0.98%
Dec 31, 2025	TECTONIC ADVISORS LLC	2.16%	1.59M	147.68M	12.52K	+0.80%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.59%	1.98M	184.65M	381.31K	+23.79%
Dec 31, 2025	MORGAN STANLEY	4.41%	3.38M	314.67M	419.76K	+14.18%
Dec 31, 2025	CWM, LLC	5.41%	4.15M	386.24M	177.82K	+4.48%
Dec 31, 2025	VALLEY NATIONAL ADVISERS INC	0.35%	256.13K	23.84M	134.72K	+110.96%
Dec 31, 2025	GOLDSTEIN ADVISORS, LLC	0.35%	269.01K	25.04M	5.44K	+2.06%
Dec 31, 2025	KELMAN-LAZAROV, INC.	0.35%	260.27K	24.23M	8.98K	+3.57%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.36%	262.66K	24.45M	16.6K	+6.75%
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.36%	265.99K	24.76M	9.82K	+3.83%
Dec 31, 2025	O'CONNOR FINANCIAL GROUP LLC	0.32%	236.35K	22.11M	11.01K	+4.88%
Dec 31, 2025	BOUVEL INVESTMENT PARTNERS, LLC	0.32%	237.84K	22.14M	85.74K	+56.37%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	1.45%	1.12M	103.86M	114.89K	+11.48%
Dec 31, 2025	KOSS-OLINGER CONSULTING, LLC	1.7%	1.32M	122.46M	659.32K	+100.45%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.9%	1.45M	135.33M	224.76K	+18.29%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	1.93%	1.48M	137.95M	477.93K	+47.60%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.74%	2.1M	195.52M	-23.49K	-1.11%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.26%	191.06K	17.78M	16.54K	+9.48%
Dec 31, 2025	RFG ADVISORY, LLC	0.26%	191.51K	17.83M	14.8K	+8.37%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.26%	203.41K	18.93M	16.64K	+8.91%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.26%	194.55K	18.11M	7.49K	+4.00%
Dec 31, 2025	MARINER, LLC	0.27%	209.45K	19.5M	63.98K	+43.98%
Dec 31, 2025	WRIGHT FUND MANAGEMENT, LLC	0.28%	204.1K	19M	0	0
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.24%	186.47K	17.36M	12.33K	+7.08%
Dec 31, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.24%	186.5K	17.43M	17.32K	+10.24%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.25%	193.41K	18M	9.32K	+5.06%
Dec 31, 2025	HUDSON CAPITAL MANAGEMENT LLC	0.54%	395.32K	36.8M	19.56K	+5.20%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.54%	418.86K	38.99M	168.88K	+67.55%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	1.01%	772.02K	71.86M	66.7K	+9.46%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.3%	230.28K	21.43M	-21.58K	-8.57%
Dec 31, 2025	ECLECTIC ASSOCIATES INC /ADV	0.36%	266.15K	24.77M	78.17K	+41.58%
Dec 31, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.37%	275.28K	25.62M	10.64K	+4.02%
Dec 31, 2025	LEGACY PRIVATE TRUST CO.	0.4%	294.26K	27.39M	55.35K	+23.17%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.46%	350.4K	32.61M	53.72K	+18.11%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.5%	380.58K	35.42M	1.68K	+0.44%
Dec 31, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.53%	389.55K	36.26M	21.1K	+5.73%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.65%	479.64K	44.93M	134.12K	+38.82%
Dec 31, 2025	JPMORGAN CHASE & CO	0.99%	765.94K	71.29M	57.09K	+8.05%
Dec 31, 2025	ALPHA CUBED INVESTMENTS, LLC	0.33%	239.47K	22.29M	6.92K	+2.97%
Dec 31, 2025	STADION MONEY MANAGEMENT, LLC	0.35%	264.93K	24.66M	264.93K	+100.00%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.35%	268.05K	24.95M	52.13K	+24.14%
Dec 31, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0.37%	284.92K	26.52M	6.1K	+2.19%
Dec 31, 2025	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.53%	410.68K	38.23M	410.68K	+100.00%
Dec 31, 2025	FSM WEALTH ADVISORS, LLC	0.57%	420.34K	39.13M	42.23K	+11.17%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.58%	446.49K	41.56M	7.94K	+1.81%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.6%	458.16K	42.65M	31.86K	+7.47%
Dec 31, 2025		0.61%	466.57K	43.61M	466.57K	+100.00%
Dec 31, 2025	VICKERMAN INVESTMENT ADVISORS, INC.	1.01%	777.12K	72.33M	93.16K	+13.62%
Dec 31, 2025	UBS GROUP AG	1.16%	889.21K	82.77M	74.79K	+9.18%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.23%	944.02K	87.87M	114.4K	+13.79%
Dec 31, 2025	NOVEM GROUP	0.31%	230.54K	21.46M	15.71K	+7.31%
Dec 31, 2025	HAMILTON WEALTH, LLC	0.5%	383.08K	15.79M	339.45K	+777.99%
Dec 31, 2025	LPL FINANCIAL LLC	3.75%	2.9M	269.56M	587.53K	+25.45%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.66%	483.86K	45.12M	44.6K	+10.15%
Dec 31, 2025	HEIRLOOM WEALTH MANAGEMENT	0.67%	491.8K	45.78M	9.3K	+1.93%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.76%	558.12K	51.95M	53.08K	+10.51%
Dec 31, 2025	BUCK WEALTH STRATEGIES, LLC	0.79%	581.46K	54.12M	167.63K	+40.51%
Dec 31, 2025	SAND HILL GLOBAL ADVISORS, LLC	0.81%	624.48K	58.13M	92.51K	+17.39%
Dec 31, 2025	ROYAL BANK OF CANADA	0.83%	634.9K	59.1M	85.74K	+15.61%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.83%	635.26K	59.13M	201.74K	+46.54%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.39%	249.98K	23.34M	272	+0.11%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.4%	251.85K	23.51M	7K	+2.86%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.4%	256.17K	23.91M	699	+0.27%
Sep 30, 2025	SIMPLIFI, INC.	0.34%	213.36K	19.92M	4.44K	+2.12%
Sep 30, 2025	NOVEM GROUP	0.34%	214.83K	20.05M	10.91K	+5.35%
Sep 30, 2025	LEGACY PRIVATE TRUST CO.	0.38%	238.92K	22.3M	22.5K	+10.40%
Sep 30, 2025	UBS GROUP AG	1.28%	814.41K	76.03M	-129.71K	-13.74%
Sep 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.31%	195.44K	18.24M	59.21K	+43.46%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	1.57%	1M	93.44M	115.49K	+13.04%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.62%	1.67M	155.52M	-48.77K	-2.84%
Sep 30, 2025	MORGAN STANLEY	4.66%	2.96M	276.4M	158.77K	+5.67%
Sep 30, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0.44%	278.82K	26.03M	7.12K	+2.62%
Sep 30, 2025	SAND HILL GLOBAL ADVISORS, LLC	0.84%	531.97K	49.66M	955	+0.18%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.47%	296.68K	27.69M	-38.47K	-11.48%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.79%	505.05K	47.15M	14.67K	+2.99%
Sep 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.58%	368.45K	34.4M	141.31K	+62.21%
Sep 30, 2025	HUDSON CAPITAL MANAGEMENT LLC	0.59%	375.76K	35.08M	60.82K	+19.31%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.69%	438.55K	40.94M	27.12K	+6.59%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.69%	439.27K	40.92M	-3.19K	-0.72%
Sep 30, 2025	ROYAL BANK OF CANADA	0.86%	549.15K	51.26M	-24.37K	-4.25%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.97%	615.31K	57.44M	128.51K	+26.40%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.3%	829.62K	77.44M	374.1K	+82.13%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	1.55%	983.06K	91.77M	96.71K	+10.91%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.6%	378.9K	35.37M	8.45K	+2.28%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.34%	215.92K	20.16M	13.92K	+6.89%
Sep 30, 2025	O'CONNOR FINANCIAL GROUP LLC	0.35%	225.34K	21.04M	2.98K	+1.34%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.36%	228.09K	21.29M	-5.86K	-2.51%
Sep 30, 2025	ALPHA CUBED INVESTMENTS, LLC	0.37%	232.55K	21.71M	12.98K	+5.91%
Sep 30, 2025	GOLDSTEIN ADVISORS, LLC	0.41%	263.57K	24.6M	20.5K	+8.43%
Sep 30, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.42%	264.65K	24.7M	-1.89K	-0.71%
Sep 30, 2025	SCOTIA CAPITAL INC.	0.5%	318.93K	29.77M	-58.27K	-15.45%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.67%	426.3K	39.8M	-68.66K	-13.87%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	1.11%	705.32K	65.84M	-46.33K	-6.16%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	1.58%	1M	93.74M	186.46K	+22.80%
Sep 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.22%	137.58K	12.84M	8.98K	+6.99%
Sep 30, 2025	VICUS CAPITAL	0.22%	138.89K	12.97M	6.15K	+4.64%
Sep 30, 2025	KWMG, LLC	0.22%	140.81K	13.14M	4.11K	+3.00%
Sep 30, 2025	GEOWEALTH MANAGEMENT, LLC	0.22%	141.01K	13.16M	377	+0.27%
Sep 30, 2025	BOUVEL INVESTMENT PARTNERS, LLC	0.24%	152.1K	14.2M	18.35K	+13.72%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.27%	174.14K	16.26M	169.23K	+3,446.56%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.27%	174.52K	16.29M	5.72K	+3.39%
Sep 30, 2025	RFG ADVISORY, LLC	0.28%	176.71K	16.5M	-32.64K	-15.59%
Sep 30, 2025	CRESTMONT PRIVATE WEALTH LLC	0.29%	185.33K	17.3M	5.17K	+2.87%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.29%	186.77K	17.43M	21.2K	+12.80%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.29%	187.06K	17.46M	-2.62K	-1.38%
Sep 30, 2025	ECLECTIC ASSOCIATES INC /ADV	0.3%	187.98K	17.55M	87.75K	+87.55%
Sep 30, 2025	JPMORGAN CHASE & CO	1.11%	708.85K	66.17M	30.66K	+4.52%
Sep 30, 2025	BUCK WEALTH STRATEGIES, LLC	0.65%	413.82K	38.63M	39.24K	+10.47%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.68%	433.52K	40.47M	-64.98K	-13.03%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	2.25%	1.43M	133.72M	103.25K	+7.77%
Sep 30, 2025	KOSS-OLINGER CONSULTING, LLC	1.03%	656.34K	60.5M	-2.99K	-0.45%
Sep 30, 2025	HEIRLOOM WEALTH MANAGEMENT	0.76%	482.49K	45.04M	40.23K	+9.10%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.93%	1.23M	114.74M	146.86K	+13.57%
Sep 30, 2025	TECTONIC ADVISORS LLC	2.48%	1.57M	146.94M	-21.56K	-1.35%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.52%	1.6M	149.59M	190.98K	+13.53%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.34%	2.12M	198.28M	-56.43K	-2.59%
Sep 30, 2025	LPL FINANCIAL LLC	3.63%	2.31M	215.49M	231.79K	+11.16%
Sep 30, 2025	CWM, LLC	6.25%	3.97M	370.76M	108.52K	+2.81%
Sep 30, 2025	WRIGHT FUND MANAGEMENT, LLC	0.32%	204.1K	19.05M	204.1K	+100.00%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.54%	345.52K	32.25M	327.19K	+1,785.41%
Sep 30, 2025	FSM WEALTH ADVISORS, LLC	0.59%	378.11K	35.3M	25.14K	+7.12%
Sep 30, 2025	VICKERMAN INVESTMENT ADVISORS, INC.	1.08%	683.96K	63.85M	42.45K	+6.62%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.39%	246.06K	22.97M	7.35K	+3.08%
Sep 30, 2025	KELMAN-LAZAROV, INC.	0.4%	251.3K	23.46M	11.44K	+4.77%
Jun 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.39%	238.71K	22M	77.81K	+48.36%
Jun 30, 2025	CWM, LLC	6.27%	3.86M	356.11M	-291.55K	-7.02%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.54%	2.18M	201M	-195.91K	-8.24%
Jun 30, 2025	LPL FINANCIAL LLC	3.37%	2.08M	191.42M	267.94K	+14.81%
Jun 30, 2025	RFG ADVISORY, LLC	0.34%	209.35K	19.3M	-230.73K	-52.43%
Jun 30, 2025	SMART PORTFOLIOS, LLC	0.18%	108.98K	10.05M	-1.96K	-1.77%
Jun 30, 2025		0.33%	203.92K	18.8M	12.43K	+6.49%
Jun 30, 2025	ACIMA PRIVATE WEALTH, LLC	0.17%	105.94K	9.77M	-10.99K	-9.40%
Jun 30, 2025	GOULD ASSET MANAGEMENT LLC /CA/	0.17%	104.77K	9.66M	2.57K	+2.51%
Jun 30, 2025	TECTONIC ADVISORS LLC	2.59%	1.6M	147.08M	-28.88K	-1.78%
Jun 30, 2025	VICUS CAPITAL	0.22%	132.74K	12.24M	441	+0.33%
Jun 30, 2025	PAX FINANCIAL GROUP, LLC	0.21%	129.85K	11.97M	-32.84K	-20.19%
Jun 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.21%	128.6K	11.85M	6.67K	+5.47%
Jun 30, 2025	M HOLDINGS SECURITIES, INC.	0.21%	127.07K	11.71M	4.67K	+3.81%
Jun 30, 2025	SHERIDAN CAPITAL MANAGEMENT, LLC	0.21%	126.58K	11.67M	-802	-0.63%
Jun 30, 2025	TD CAPITAL MANAGEMENT LLC	0.18%	113.37K	10.45M	5.09K	+4.70%
Jun 30, 2025	DUNHILL FINANCIAL, LLC	0.18%	112.28K	10.35M	-8.5K	-7.04%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.18%	110.61K	10.2M	-18.9K	-14.59%
Jun 30, 2025	MORGAN STANLEY	4.55%	2.8M	258.3M	-344.82K	-10.96%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	1.44%	886.35K	81.7M	55.56K	+6.69%
Jun 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.22%	136.24K	12.56M	1.47K	+1.09%
Jun 30, 2025	BOUVEL INVESTMENT PARTNERS, LLC	0.22%	133.75K	12.33M	9.99K	+8.07%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	1.44%	885.44K	81.62M	885.44K	+100.00%
Jun 30, 2025	SAND HILL GLOBAL ADVISORS, LLC	0.86%	531.02K	48.95M	22.37K	+4.40%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.81%	498.49K	45.95M	-49.47K	-9.03%
Jun 30, 2025	SIMPLIFI, INC.	0.34%	208.92K	19.26M	3.89K	+1.90%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.33%	202K	18.62M	35.01K	+20.96%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.31%	189.67K	17.48M	-20.68K	-9.83%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.29%	181.18K	16.7M	15.07K	+9.07%
Jun 30, 2025	CRESTMONT PRIVATE WEALTH LLC	0.29%	180.15K	16.61M	180.15K	+100.00%
Jun 30, 2025	EQIS CAPITAL MANAGEMENT, INC.	0.28%	171.93K	15.85M	-13.55K	-7.30%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.27%	168.79K	15.56M	-3.78K	-2.19%
Jun 30, 2025	KWMG, LLC	0.22%	136.7K	12.6M	712	+0.52%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.6%	370.46K	34.15M	17.73K	+5.03%
Jun 30, 2025	GOLDSTEIN ADVISORS, LLC	0.39%	243.08K	22.41M	-5.53K	-2.22%
Jun 30, 2025	MARINER, LLC	0.24%	147.95K	13.64M	5.24K	+3.67%
Jun 30, 2025	GEOWEALTH MANAGEMENT, LLC	0.23%	140.63K	12.96M	-86.99K	-38.22%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.79%	1.72M	158.29M	32.73K	+1.94%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.29%	1.41M	130.11M	-99.62K	-6.59%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	2.16%	1.33M	122.53M	59.87K	+4.72%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	1.33%	817.68K	75.37M	171.81K	+26.60%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	1.22%	751.66K	69.29M	-12.83K	-1.68%
Jun 30, 2025	JPMORGAN CHASE & CO	1.1%	678.19K	62.52M	46.89K	+7.43%
Jun 30, 2025	KOSS-OLINGER CONSULTING, LLC	1.07%	659.34K	60.78M	-20.59K	-3.03%
Jun 30, 2025	VICKERMAN INVESTMENT ADVISORS, INC.	1.04%	641.51K	59.13M	30.61K	+5.01%
Jun 30, 2025	ROYAL BANK OF CANADA	0.93%	573.52K	52.87M	-9.72K	-1.67%
Jun 30, 2025	BUCK WEALTH STRATEGIES, LLC	0.61%	374.59K	34.53M	60.1K	+19.11%
Jun 30, 2025	FSM WEALTH ADVISORS, LLC	0.57%	352.97K	32.2M	58.01K	+19.67%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.54%	335.15K	30.89M	-57.51K	-14.65%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.52%	317.9K	29.3M	54.94K	+20.89%
Jun 30, 2025	HUDSON CAPITAL MANAGEMENT LLC	0.51%	314.94K	29.03M	-3.19K	-1.00%
Jun 30, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0.44%	271.7K	25.05M	7.43K	+2.81%
Jun 30, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.43%	266.54K	24.57M	9.95K	+3.88%
Jun 30, 2025	HORIZON INVESTMENTS, LLC	0.42%	259.92K	23.75M	51.55K	+24.74%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.41%	255.47K	23.55M	-7.73K	-2.94%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.41%	249.71K	23.02M	6.69K	+2.75%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.4%	244.85K	22.57M	112.32K	+84.75%
Jun 30, 2025	KELMAN-LAZAROV, INC.	0.39%	239.86K	22.11M	-6.45K	-2.62%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.38%	233.95K	21.57M	-26.88K	-10.30%
Jun 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.37%	227.15K	20.94M	227.15K	+100.00%
Jun 30, 2025	YOUR ADVOCATES LTD., LLP	0.37%	225.24K	20.76M	4.98K	+2.26%
Jun 30, 2025	O'CONNOR FINANCIAL GROUP LLC	0.36%	222.36K	20.34M	215.82K	+3,299.53%
Jun 30, 2025	ALPHA CUBED INVESTMENTS, LLC	0.36%	219.57K	20.24M	32.11K	+17.13%
Jun 30, 2025	LEGACY PRIVATE TRUST CO.	0.35%	216.42K	19.95M	-28.3K	-11.56%
Jun 30, 2025	JANE STREET GROUP, LLC	0.35%	215.45K	19.86M	215.45K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.76%	1.08M	99.76M	74.77K	+7.42%
Jun 30, 2025	UBS GROUP AG	1.53%	944.13K	87.03M	71.55K	+8.20%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.8%	494.96K	45.63M	136.71K	+38.16%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.8%	490.38K	45.2M	42.28K	+9.43%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.79%	486.79K	44.87M	-300.42K	-38.16%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.74%	455.52K	41.99M	-53.42K	-10.50%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.72%	442.46K	40.46M	-15.41K	-3.37%
Jun 30, 2025	HEIRLOOM WEALTH MANAGEMENT	0.72%	442.26K	40.77M	442.26K	+100.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.67%	411.43K	37.93M	114.15K	+38.40%
Jun 30, 2025	SCOTIA CAPITAL INC.	0.61%	377.2K	34.77M	-82.12K	-17.88%
Mar 31, 2025	VICKERMAN INVESTMENT ADVISORS, INC.	1%	610.9K	56.49M	371.79K	+155.48%
Mar 31, 2025	WAVERLY ADVISORS, LLC	0.43%	260.83K	24.12M	26.09K	+11.11%
Mar 31, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.42%	256.58K	23.73M	-49	-0.02%
Mar 31, 2025	LEGACY PRIVATE TRUST CO.	0.4%	244.72K	22.63M	13.05K	+5.63%
Mar 31, 2025	TECTONIC ADVISORS LLC	2.66%	1.62M	150.22M	-6.03K	-0.37%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	2.08%	1.27M	117.38M	115.14K	+9.97%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.65%	1.01M	93.16M	1.01K	+0.10%
Mar 31, 2025	UBS GROUP AG	1.43%	872.58K	80.69M	-149.7K	-14.64%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	1.36%	830.79K	76.82M	221.71K	+36.40%
Mar 31, 2025	CWM, LLC	6.8%	4.15M	384.19M	415.21K	+11.10%
Mar 31, 2025	JPMORGAN CHASE & CO	1.03%	631.3K	58.38M	97.32K	+18.22%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	1.06%	645.87K	59.72M	127.99K	+24.71%
Mar 31, 2025	KOSS-OLINGER CONSULTING, LLC	1.11%	679.93K	62.87M	12.35K	+1.85%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.47%	1.51M	139.74M	-35.02K	-2.26%
Mar 31, 2025	FSM WEALTH ADVISORS, LLC	0.48%	294.96K	27.28M	64.78K	+28.14%
Mar 31, 2025	YOUR ADVOCATES LTD., LLP	0.36%	220.26K	20.37M	6.36K	+2.97%
Mar 31, 2025		0.31%	191.48K	17.71M	18.62K	+10.77%
Mar 31, 2025	GEOWEALTH MANAGEMENT, LLC	0.37%	227.62K	21.05M	77.48K	+51.60%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.4%	243.02K	22.47M	17.9K	+7.95%
Mar 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.43%	263.2K	24.34M	33.69K	+14.68%
Mar 31, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0.43%	264.27K	24.44M	23.04K	+9.55%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.45%	274.49K	25.38M	121.38K	+79.27%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.49%	297.27K	27.49M	32.97K	+12.47%
Mar 31, 2025	BUCK WEALTH STRATEGIES, LLC	0.51%	314.49K	29.08M	314.49K	+100.00%
Mar 31, 2025	HUDSON CAPITAL MANAGEMENT LLC	0.52%	318.13K	29.42M	7.24K	+2.33%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.53%	321.97K	29.52M	0	0
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.73%	448.1K	41.44M	66.53K	+17.43%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.75%	457.87K	42.34M	-2.09K	-0.45%
Mar 31, 2025	SIMPLIFI, INC.	0.34%	205.03K	18.96M	205.03K	+100.00%
Mar 31, 2025	HORIZON INVESTMENTS, LLC	0.34%	208.37K	19.11M	-29.49K	-12.40%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.43%	262.96K	24.32M	48.74K	+22.75%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	1.25%	764.49K	70.69M	387.22K	+102.64%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.29%	787.21K	72.79M	-119.08K	-13.14%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2.75%	1.68M	155.76M	709.01K	+72.69%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.89%	2.38M	219.74M	833.39K	+54.01%
Mar 31, 2025	MORGAN STANLEY	5.15%	3.15M	291M	-47.81K	-1.50%
Mar 31, 2025	SCOTIA CAPITAL INC.	0.75%	459.32K	42.47M	88.6K	+23.90%
Mar 31, 2025	KELMAN-LAZAROV, INC.	0.4%	246.32K	22.78M	11.39K	+4.85%
Mar 31, 2025	GOLDSTEIN ADVISORS, LLC	0.41%	248.6K	22.99M	415	+0.17%
Mar 31, 2025	LPL FINANCIAL LLC	2.96%	1.81M	167.25M	326.63K	+22.04%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.58%	352.73K	32.62M	-6.02K	-1.68%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.59%	358.25K	33.13M	35.24K	+10.91%
Mar 31, 2025	SAND HILL GLOBAL ADVISORS, LLC	0.83%	508.65K	47.03M	-18.8K	-3.56%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.83%	508.93K	47.06M	53.94K	+11.85%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.9%	547.97K	50.67M	-12.91K	-2.30%
Mar 31, 2025	ROYAL BANK OF CANADA	0.95%	583.24K	53.93M	13.51K	+2.37%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.34%	210.35K	19.45M	78.63K	+59.69%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.64%	392.66K	36.31M	23.28K	+6.30%
Mar 31, 2025	RFG ADVISORY, LLC	0.72%	440.09K	40.69M	39.2K	+9.78%
Mar 31, 2024	REGIS ACQUISITION INC.	0.26%	121.13K	11.13M	14.98K	+14.11%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.34%	155.08K	14.25M	34.84K	+28.97%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.35%	156.7K	13.77M	56.26K	+56.02%
Mar 31, 2024	LEGACY PRIVATE TRUST CO.	0.35%	157.95K	14.51M	44.38K	+39.08%
Mar 31, 2024	VALLEY NATIONAL ADVISERS INC	0.35%	159.66K	14.67M	14.23K	+9.79%
Mar 31, 2024	CARDINAL POINT CAPITAL MANAGEMENT, ULC	0.37%	167.15K	15.35M	464	+0.28%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.37%	175.81K	16.15M	-6.91K	-3.78%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.38%	174.55K	16.03M	33.81K	+24.02%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.4%	179.66K	16.5M	-120.34K	-40.11%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.41%	193.99K	17.82M	21.47K	+12.45%
Mar 31, 2024	JOHN W. BROOKER & CO., CPAS	0.42%	191.04K	17.55M	2.65K	+1.40%
Mar 31, 2024	EQIS CAPITAL MANAGEMENT, INC.	0.44%	197.46K	18.14M	-11.52K	-5.51%
Mar 31, 2024	ALPHA CUBED INVESTMENTS, LLC	0.46%	207.6K	19.07M	30.87K	+17.46%
Mar 31, 2024	HORIZON INVESTMENTS, LLC	0.46%	208.33K	18.98M	-20.83K	-9.09%
Mar 31, 2024	FLAHARTY ASSET MANAGEMENT, LLC	0.46%	210.45K	19.33M	-24.26K	-10.34%
Mar 31, 2024	PRUDENT INVESTORS NETWORK, INC.	0.47%	213.34K	19.6M	213.34K	+100.00%
Mar 31, 2024	KELMAN-LAZAROV, INC.	0.47%	213.83K	19.64M	11.2K	+5.53%
Mar 31, 2024	CREATIVEONE WEALTH, LLC	0.51%	231.88K	21.3M	119.23K	+105.85%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.51%	240.1K	22.06M	220.79K	+1,143.27%
Mar 31, 2024	WCG WEALTH ADVISORS LLC	0.51%	232K	21.31M	-13.49K	-5.49%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.51%	232.89K	21.39M	232.89K	+100.00%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.54%	246.09K	22.61M	79.86K	+48.05%
Mar 31, 2024	SOUTHLAND EQUITY PARTNERS LLC	0.54%	246.97K	22.69M	32.04K	+14.91%
Mar 31, 2024	GOLDSTEIN ADVISORS, LLC	0.57%	259.73K	23.86M	41.07K	+18.78%
Mar 31, 2024	TECTONIC ADVISORS LLC	3.92%	1.78M	163.48M	75.09K	+4.41%
Mar 31, 2024	MORGAN STANLEY	5.32%	2.5M	229.4M	784	+0.03%
Mar 31, 2024	CWM, LLC	6.51%	2.96M	271.52M	327.26K	+12.45%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.69%	795.79K	73.1M	52.76K	+7.10%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.75%	350.78K	32.22M	47.5K	+15.66%
Mar 31, 2024	JPMORGAN CHASE & CO	0.77%	360.69K	33.13M	87.77K	+32.16%
Mar 31, 2024	SCOTIA CAPITAL INC.	0.84%	382.5K	35.14M	21.84K	+6.06%
Mar 31, 2024	SAND HILL GLOBAL ADVISORS, LLC	0.88%	399.78K	36.72M	375.74K	+1,562.78%
Mar 31, 2024	ESSENTIAL PLANNING, LLC.	1.12%	508.55K	47.02M	987	+0.19%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	1.24%	561.25K	51.56M	45.44K	+8.81%
Mar 31, 2024	UBS GROUP AG	1.63%	766.74K	70.43M	122.57K	+19.03%
Mar 31, 2024	LPL FINANCIAL LLC	1.8%	847.72K	77.87M	40.56K	+5.02%
Mar 31, 2024	SOWELL FINANCIAL SERVICES LLC	0.26%	120.12K	11.03M	-20.05K	-14.30%
Mar 31, 2024	BLEAKLEY FINANCIAL GROUP, LLC	0.26%	120.65K	11.08M	5.54K	+4.81%
Mar 31, 2024	SIMPLICITY WEALTH,LLC	0.26%	120.65K	11.08M	120.65K	+100.00%
Mar 31, 2024	ACIMA PRIVATE WEALTH, LLC	0.27%	125.15K	11.5M	1.67K	+1.35%
Mar 31, 2024	SMART PORTFOLIOS, LLC	0.27%	126.56K	11.63M	65K	+105.57%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.28%	130.58K	12M	7.17K	+5.81%
Mar 31, 2024		0.28%	133.36K	12.25M	-2.04K	-1.50%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.32%	148.47K	13.64M	-3.76K	-2.47%
Mar 31, 2024	FSM WEALTH ADVISORS, LLC	0.33%	147.6K	13.56M	24.42K	+19.82%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.33%	147.86K	13.58M	-13.68K	-8.47%
Mar 31, 2024	VICKERMAN INVESTMENT ADVISORS, INC.	0.6%	271.45K	24.94M	13.89K	+5.39%
Mar 31, 2024	YOUR ADVOCATES LTD., LLP	0.6%	273.73K	25.15M	-28.39K	-9.40%
Mar 31, 2024	CONCURRENT INVESTMENT ADVISORS, LLC	0.61%	278.28K	25.56M	222.21K	+396.30%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.63%	285.69K	26.24M	-2.32K	-0.81%
Mar 31, 2024	HUDSON CAPITAL MANAGEMENT LLC	0.65%	294.57K	27.06M	36.18K	+14.00%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.65%	305.81K	28.09M	26.08K	+9.32%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.66%	300.1K	27.57M	-120.34K	-28.62%
Mar 31, 2024	RFG ADVISORY, LLC	0.72%	328.61K	30.19M	106.81K	+48.15%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.76%	346.9K	31.87M	299.8K	+636.40%
Mar 31, 2024	ROYAL BANK OF CANADA	1.2%	563.13K	51.73M	-174.35K	-23.64%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	2.19%	1.03M	94.3M	-286.33K	-21.81%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.26%	1.06M	97.7M	239.89K	+29.12%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	3.16%	1.49M	136.51M	-20.28K	-1.35%
Dec 31, 2023	WCG WEALTH ADVISORS LLC	0.55%	245.48K	22.7M	-27.01K	-9.91%
Dec 31, 2023	FLAHARTY ASSET MANAGEMENT, LLC	0.52%	234.71K	21.7M	-110.46K	-32.00%
Dec 31, 2023	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.46%	204.78K	3.1M	0	0
Dec 31, 2023	KELMAN-LAZAROV, INC.	0.45%	202.64K	18.73M	7.25K	+3.71%
Dec 31, 2023	VALLEY NATIONAL ADVISERS INC	0.32%	145.43K	13.44M	2.38K	+1.67%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.34%	152.23K	14.07M	-143.94K	-48.60%
Dec 31, 2023	HORIZON INVESTMENTS, LLC	0.51%	229.16K	21.11M	-169.9K	-42.58%
Dec 31, 2023	RFG ADVISORY, LLC	0.49%	221.81K	20.51M	-69K	-23.73%
Dec 31, 2023	FERGUSON SHAPIRO LLC	0.49%	220.95K	20.43M	-269.03K	-54.91%
Dec 31, 2023	GOLDSTEIN ADVISORS, LLC	0.49%	218.66K	20.21M	4.38K	+2.04%
Dec 31, 2023		0.48%	214.93K	19.87M	10.2K	+4.98%
Dec 31, 2023	CARDINAL POINT CAPITAL MANAGEMENT, ULC	0.37%	166.69K	15.47M	13.52K	+8.82%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.38%	172.52K	15.95M	-7.76K	-4.30%
Dec 31, 2023	JOHN W. BROOKER & CO., CPAS	0.42%	188.39K	17.42M	-866	-0.46%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.41%	182.71K	16.89M	285	+0.16%
Dec 31, 2023	ALPHA CUBED INVESTMENTS, LLC	0.39%	176.74K	16.34M	174.43K	+7,557.63%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.38%	168.69K	15.5M	-587.52K	-77.69%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.36%	161.54K	14.93M	16.3K	+11.22%
Dec 31, 2023	GM ADVISORY GROUP, INC.	0.37%	163.7K	15.13M	47.1K	+40.39%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.37%	166.22K	15.35M	151.31K	+1,014.69%
Dec 31, 2023	INTELLIGENCE DRIVEN ADVISERS, LLC	0.26%	116.91K	10.8M	67.48K	+136.50%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.27%	120.25K	11.12M	67.43K	+127.65%
Dec 31, 2023	ACIMA PRIVATE WEALTH, LLC	0.28%	123.49K	11.42M	123.49K	+100.00%
Dec 31, 2023	SOWELL FINANCIAL SERVICES LLC	0.31%	140.17K	13.01M	23.85K	+20.51%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.31%	140.74K	13.01M	9.4K	+7.15%
Dec 31, 2023	EQIS CAPITAL MANAGEMENT, INC.	0.47%	208.98K	19.32M	208.98K	+100.00%
Dec 31, 2023	MORGAN STANLEY	5.57%	2.5M	230.8M	543.35K	+27.82%
Dec 31, 2023	TECTONIC ADVISORS LLC	3.8%	1.7M	157.59M	32.44K	+1.94%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	3.36%	1.51M	139.26M	34.73K	+2.36%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	2.93%	1.31M	121.4M	-363.93K	-21.71%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.84%	823.73K	76.15M	66.76K	+8.82%
Dec 31, 2023	LPL FINANCIAL LLC	1.8%	807.16K	74.62M	127.74K	+18.80%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.66%	743.03K	68.69M	92.2K	+14.17%
Dec 31, 2023	ROYAL BANK OF CANADA	1.64%	737.48K	68.18M	214.47K	+41.01%
Dec 31, 2023	UBS GROUP AG	1.44%	644.17K	59.55M	276.51K	+75.21%
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	1.15%	515.81K	47.69M	57.7K	+12.59%
Dec 31, 2023	ESSENTIAL PLANNING, LLC.	1.13%	507.56K	46.92M	-14.52K	-2.78%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.94%	420.44K	38.87M	-49.53K	-10.54%
Dec 31, 2023	SCOTIA CAPITAL INC.	0.8%	360.65K	33.34M	-29.63K	-7.59%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.68%	303.28K	28.04M	1.65K	+0.55%
Dec 31, 2023	YOUR ADVOCATES LTD., LLP	0.67%	302.13K	27.93M	205.12K	+211.43%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.28%	123.41K	11.41M	120.85K	+4,730.10%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.67%	300K	27.74M	69.19K	+29.97%
Dec 31, 2023	CWM, LLC	5.86%	2.63M	243.01M	473.43K	+21.97%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.64%	288.02K	26.63M	62.08K	+27.48%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.62%	279.73K	25.86M	-38.07K	-11.98%
Dec 31, 2023	KOSS-OLINGER CONSULTING, LLC	0.62%	277.97K	25.7M	277.97K	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0.61%	272.92K	25.23M	50.01K	+22.43%
Dec 31, 2023	HUDSON CAPITAL MANAGEMENT LLC	0.58%	258.39K	23.89M	1.5K	+0.58%
Dec 31, 2023	VICKERMAN INVESTMENT ADVISORS, INC.	0.57%	257.56K	23.81M	257.56K	+100.00%

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