| Sep 30, 2025 | PACIFIC WEALTH STRATEGIES GROUP, INC. | 0.4% | 593.22K | 3.05M | -41.87K | -6.59% |
| Sep 30, 2025 | AMERIPRISE FINANCIAL INC | 0.68% | 1.01M | 5.21M | 68.69K | +7.26% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.72% | 1.08M | 5.53M | 132.82K | +14.08% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 1.25% | 1.88M | 9.64M | 290.49K | +18.32% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 1.27% | 1.91M | 9.81M | 62.58K | +3.39% |
| Sep 30, 2025 | FLAGSHIP HARBOR ADVISORS, LLC | 1.31% | 1.97M | 10.1M | 48.91K | +2.55% |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.02% | 36.66K | 188.44K | 0 | 0 |
| Sep 30, 2025 | MOUNT YALE INVESTMENT ADVISORS, LLC | 0.03% | 38.48K | 197.78K | 38.48K | +100.00% |
| Sep 30, 2025 | ALTERI WEALTH LLC | 0.03% | 43.49K | 223.53K | -5.84K | -11.84% |
| Sep 30, 2025 | SEACREST WEALTH MANAGEMENT, LLC | 0.03% | 46.19K | 237.43K | 3.85K | +9.09% |
| Sep 30, 2025 | NWF ADVISORY SERVICES INC. | 0.04% | 53.2K | 273.45K | -220.3K | -80.55% |
| Sep 30, 2025 | MARINER, LLC | 0.05% | 71.62K | 368.12K | -13.8K | -16.15% |
| Sep 30, 2025 | MGO ONE SEVEN LLC | 0.01% | 14.02K | 72.07K | -4.31K | -23.53% |
| Sep 30, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.01% | 14.22K | 73.07K | -738 | -4.94% |
| Sep 30, 2025 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.01% | 14.41K | 74.07K | -25 | -0.17% |
| Sep 30, 2025 | HOLISTIC FINANCIAL PARTNERS | 0.01% | 14.44K | 74.22K | 0 | 0 |
| Sep 30, 2025 | D.A. DAVIDSON & CO. | 0.01% | 14.45K | 74.25K | 14.45K | +100.00% |
| Sep 30, 2025 | AE WEALTH MANAGEMENT LLC | 0.01% | 14.5K | 74.53K | 1.8K | +14.17% |
| Sep 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.01% | 14.62K | 75.16K | 1.52K | +11.58% |
| Sep 30, 2025 | ALTERNA WEALTH MANAGEMENT, INC | 0.01% | 14.84K | 76.29K | -7.6K | -33.87% |
| Sep 30, 2025 | NATIONAL BANK OF CANADA /FI/ | 0.04% | 60.73K | 310.96K | 4.89K | +8.75% |
| Sep 30, 2025 | STEPHENS INC /AR/ | 0.01% | 15.08K | 77.5K | 4.8K | +46.70% |
| Sep 30, 2025 | OCCIDENTAL ASSET MANAGEMENT, LLC | 0.01% | 15.77K | 81.07K | -71 | -0.45% |
| Sep 30, 2025 | FIDUCIARY GROUP LLC | 0.01% | 15.95K | 82K | 0 | 0 |
| Sep 30, 2025 | AXXCESS WEALTH MANAGEMENT, LLC | 0.01% | 16.67K | 85.68K | 131 | +0.79% |
| Sep 30, 2025 | BURNEY CO/ | 0.01% | 18.93K | 97.28K | -6.51K | -25.59% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.01% | 19.11K | 98.24K | -2.12K | -10.00% |
| Sep 30, 2025 | SIGMA PLANNING CORP | 0.01% | 19.96K | 102.61K | 142 | +0.72% |
| Sep 30, 2025 | UBS GROUP AG | 3.69% | 5.53M | 28.43M | 183.24K | +3.43% |
| Sep 30, 2025 | COOPER FINANCIAL GROUP | 0.16% | 243.8K | 1.25M | 7.75K | +3.28% |
| Sep 30, 2025 | MOORS & CABOT, INC. | 0.05% | 74.85K | 384.71K | 1.73K | +2.37% |
| Sep 30, 2025 | MERIT FINANCIAL GROUP, LLC | 0.05% | 78.65K | 404.24K | -44 | -0.06% |
| Sep 30, 2025 | SUNPOINTE, LLC | 0.06% | 84.9K | 436.39K | 0 | 0 |
| Sep 30, 2025 | SAMALIN INVESTMENT COUNSEL, LLC | 0.06% | 93.41K | 480.11K | 3.3K | +3.66% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.09% | 132.7K | 682.08K | -33.89K | -20.34% |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 0.14% | 216.54K | 1.11M | -8.56K | -3.80% |
| Sep 30, 2025 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 0.2% | 304.03K | 1.56M | 12.1K | +4.15% |
| Sep 30, 2025 | WEALTHTRUST AXIOM LLC | 0.22% | 333.5K | 1.71M | -19.32K | -5.47% |
| Sep 30, 2025 | ATOMI FINANCIAL GROUP, INC. | 0.06% | 94.62K | 486.34K | -6.19K | -6.14% |
| Sep 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.14% | 216.3K | 1.11M | 216.3K | +100.00% |
| Sep 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.05% | 68.28K | 350.28K | 1.89K | +2.85% |
| Sep 30, 2025 | ROMAN BUTLER FULLERTON & CO | 0.18% | 270.31K | 1.31M | 12.79K | +4.96% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.35% | 521.01K | 2.64M | 14.13K | +2.79% |
| Sep 30, 2025 | GLOBAL RETIREMENT PARTNERS, LLC | 0.02% | 25.11K | 129.08K | 2.83K | +12.69% |
| Sep 30, 2025 | LEAVELL INVESTMENT MANAGEMENT, INC. | 0.02% | 25.5K | 131.07K | 13K | +104.00% |
| Sep 30, 2025 | STONEGATE INVESTMENT GROUP, LLC | 0.02% | 26.25K | 134.93K | 26.25K | +100.00% |
| Sep 30, 2025 | AMERIFLEX GROUP, INC. | 0.02% | 27.4K | 140.84K | 23.2K | +552.38% |
| Sep 30, 2025 | CHOREO, LLC | 0.04% | 65.32K | 335.75K | -11.02K | -14.43% |
| Sep 30, 2025 | INVESTMENT PARTNERS ASSET MANAGEMENT, INC. | 0.11% | 159.05K | 817.52K | -13.97K | -8.08% |
| Sep 30, 2025 | COMERICA BANK | 0.02% | 29.75K | 152.91K | -1.59K | -5.07% |
| Sep 30, 2025 | MORGAN STANLEY | 7.1% | 10.64M | 54.7M | 158.94K | +1.52% |
| Sep 30, 2025 | QUATTRO FINANCIAL ADVISORS LLC | 0.03% | 40.29K | 207.1K | 0 | 0 |
| Sep 30, 2025 | PARK AVENUE SECURITIES LLC | 0.03% | 42.05K | 216K | 646 | +1.56% |
| Sep 30, 2025 | NEWEDGE ADVISORS, LLC | 0.03% | 42.44K | 218.15K | -163 | -0.38% |
| Sep 30, 2025 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.03% | 43.15K | 221.8K | 18.55K | +75.41% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.04% | 53.32K | 274K | 760 | +1.45% |
| Sep 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.04% | 54.16K | 278K | 883 | +1.66% |
| Sep 30, 2025 | LIVE OAK PRIVATE WEALTH LLC | 0.04% | 54.88K | 282.1K | 0 | 0 |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.05% | 71.15K | 366K | -9.46K | -11.74% |
| Sep 30, 2025 | IHT WEALTH MANAGEMENT, LLC | 0.07% | 97.49K | 501.1K | 0 | 0 |
| Sep 30, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 0.08% | 121.42K | 624.08K | 281 | +0.23% |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.08% | 126.71K | 651.29K | 126.71K | +100.00% |
| Sep 30, 2025 | TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | 0.09% | 129K | 663.03K | 129K | +100.00% |
| Sep 30, 2025 | 180 WEALTH ADVISORS, LLC | 0.12% | 175.17K | 900.37K | 9.71K | +5.87% |
| Sep 30, 2025 | GUGGENHEIM CAPITAL LLC | 0.12% | 179.46K | 922.41K | 115.26K | +179.54% |
| Sep 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.13% | 191.64K | 985.05K | -7.56K | -3.79% |
| Sep 30, 2025 | MILLENNIUM MANAGEMENT LLC | 0.2% | 298K | 1.53M | 298K | +100.00% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.26% | 384.03K | 1.97M | -2.48K | -0.64% |
| Sep 30, 2025 | J.W. COLE ADVISORS, INC. | 0.3% | 446.8K | 2.3M | 15.05K | +3.48% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.36% | 546.66K | 2.81M | 66.8K | +13.92% |
| Jun 30, 2025 | ALTERI WEALTH LLC | 0.03% | 49.33K | 260.94K | 0 | 0 |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.67% | 943.53K | 4.99M | 94.71K | +11.16% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 1.3% | 1.85M | 9.76M | 2.45K | +0.13% |
| Jun 30, 2025 | UBS GROUP AG | 3.78% | 5.35M | 28.29M | -4.68K | -0.09% |
| Jun 30, 2025 | MERIT FINANCIAL GROUP, LLC | 0.06% | 78.69K | 416.27K | 19.84K | +33.71% |
| Jun 30, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.01% | 19.01K | 100.56K | 8.4K | +79.17% |
| Jun 30, 2025 | SIGMA PLANNING CORP | 0.01% | 19.82K | 104.85K | 217 | +1.11% |
| Jun 30, 2025 | IEQ CAPITAL, LLC | 0.01% | 20.14K | 106.55K | -1.3K | -6.07% |
| Jun 30, 2025 | B. RILEY WEALTH ADVISORS, INC. | 0.01% | 21.09K | 111.58K | 21.09K | +100.00% |
| Jun 30, 2025 | GLOBAL RETIREMENT PARTNERS, LLC | 0.02% | 22.29K | 117.89M | 22.29K | +100.00% |
| Jun 30, 2025 | ALTERNA WEALTH MANAGEMENT, INC | 0.02% | 22.44K | 118.72K | 5.24K | +30.43% |
| Jun 30, 2025 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.02% | 24.6K | 130.13K | 0 | 0 |
| Jun 30, 2025 | BURNEY CO/ | 0.02% | 25.44K | 134.56K | 788 | +3.20% |
| Jun 30, 2025 | EP WEALTH ADVISORS, LLC | 0.02% | 35.25K | 186.47K | 0 | 0 |
| Jun 30, 2025 | QUATTRO FINANCIAL ADVISORS LLC | 0.03% | 40.29K | 213.14K | 0 | 0 |
| Jun 30, 2025 | SEACREST WEALTH MANAGEMENT, LLC | 0.03% | 42.35K | 224.01K | 3.05K | +7.77% |
| Jun 30, 2025 | ROMAN BUTLER FULLERTON & CO | 0.18% | 257.53K | 1.28M | 3K | +1.18% |
| Jun 30, 2025 | COOPER FINANCIAL GROUP | 0.17% | 236.06K | 1.25M | 7.14K | +3.12% |
| Jun 30, 2025 | BAIRD FINANCIAL GROUP, INC. | 0.04% | 60.73K | 321.28K | -5.72K | -8.60% |
| Jun 30, 2025 | CHOREO, LLC | 0.05% | 76.34K | 403.83K | -8.64K | -10.17% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.34% | 479.85K | 2.54M | 114.61K | +31.38% |
| Jun 30, 2025 | MORGAN STANLEY | 7.41% | 10.48M | 55.45B | -1.01M | -8.82% |
| Jun 30, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.03% | 40.69K | 215.24K | -6.08K | -13.00% |
| Jun 30, 2025 | US BANCORP \DE\ | 0.03% | 45.07K | 238.44K | 0 | 0 |
| Jun 30, 2025 | | 0.03% | 49.33K | 260.94K | 0 | 0 |
| Jun 30, 2025 | MARINER, LLC | 0.06% | 85.42K | 451.84K | 2.97K | +3.60% |
| Jun 30, 2025 | IHT WEALTH MANAGEMENT, LLC | 0.07% | 97.49K | 515.72K | -945 | -0.96% |
| Jun 30, 2025 | ATOMI FINANCIAL GROUP, INC. | 0.07% | 100.81K | 533.27K | -681 | -0.67% |
| Jun 30, 2025 | STOLPER CO | 0.07% | 105.93K | 560K | 8.14K | +8.33% |
| Jun 30, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 0.09% | 121.14K | 640.81K | -189.08K | -60.95% |
| Jun 30, 2025 | 180 WEALTH ADVISORS, LLC | 0.12% | 165.46K | 875.27K | -614 | -0.37% |
| Jun 30, 2025 | WEALTHTRUST AXIOM LLC | 0.25% | 352.82K | 1.87M | 623 | +0.18% |
| Jun 30, 2025 | PENSERRA CAPITAL MANAGEMENT LLC | 2.61% | 3.7M | 19.55M | 109.27K | +3.05% |
| Jun 30, 2025 | FLAGSHIP HARBOR ADVISORS, LLC | 1.35% | 1.92M | 10.14M | 61.91K | +3.34% |
| Jun 30, 2025 | LIVE OAK PRIVATE WEALTH LLC | 0.04% | 54.88K | 290.34K | 0 | 0 |
| Jun 30, 2025 | PARK AVENUE SECURITIES LLC | 0.03% | 41.4K | 219K | -6.19K | -13.00% |
| Jun 30, 2025 | CAPTRUST FINANCIAL ADVISORS | 0.03% | 39.88K | 210.95K | 39.88K | +100.00% |
| Jun 30, 2025 | MGO ONE SEVEN LLC | 0.01% | 18.34K | 97K | 1.66K | +9.93% |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.04% | 52.56K | 278K | -1.58K | -2.92% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 1.12% | 1.59M | 8.39M | 46.31K | +3.01% |
| Jun 30, 2025 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.01% | 14.44K | 76.37K | 0 | 0 |
| Jun 30, 2025 | LEVEL FOUR ADVISORY SERVICES, LLC | 0.01% | 14.41K | 76.22K | -8.07K | -35.90% |
| Jun 30, 2025 | GOOD LIFE ADVISORS, LLC | 0.01% | 14.18K | 75.02K | -61 | -0.43% |
| Jun 30, 2025 | LEO WEALTH, LLC | 0.01% | 13.98K | 73.96K | 486 | +3.60% |
| Jun 30, 2025 | ONE CAPITAL MANAGEMENT, LLC | 0.01% | 13.55K | 71.69K | 0 | 0 |
| Jun 30, 2025 | CAPITAL INVESTMENT ADVISORS, LLC | 0.01% | 12.98K | 68.68K | -1.04K | -7.44% |
| Jun 30, 2025 | SOWELL FINANCIAL SERVICES LLC | 0.01% | 11.8K | 62.41K | -14.89K | -55.79% |
| Jun 30, 2025 | HIGHLAND FINANCIAL ADVISORS, LLC | 0.01% | 11.6K | 61.36K | 11.6K | +100.00% |
| Jun 30, 2025 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 0.01% | 10.45K | 55.27K | 0 | 0 |
| Jun 30, 2025 | STEPHENS INC /AR/ | 0.01% | 10.28K | 54.37K | -273 | -2.59% |
| Jun 30, 2025 | FUTURE FINANCIAL WEALTH MANAGMENT LLC | 0.01% | 10K | 52.9K | 0 | 0 |
| Jun 30, 2025 | ATTICUS WEALTH MANAGEMENT, LLC | 0.01% | 7.34K | 38.83K | 2.14K | +41.05% |
| Jun 30, 2025 | LARSON FINANCIAL GROUP LLC | 0% | 6K | 31.74K | 0 | 0 |
| Jun 30, 2025 | AXXCESS WEALTH MANAGEMENT, LLC | 0.01% | 16.54K | 87.49K | -835 | -4.81% |
| Jun 30, 2025 | FIDUCIARY GROUP LLC | 0.01% | 15.95K | 84.39K | 973 | +6.50% |
| Jun 30, 2025 | PACIFIC WEALTH STRATEGIES GROUP, INC. | 0.45% | 635.08K | 3.07M | -71.06K | -10.06% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.27% | 386.51K | 2.04M | 40.24K | +11.62% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.06% | 80.61K | 426K | -52.12K | -39.27% |
| Jun 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.05% | 66.39K | 355.85K | -1.16K | -1.71% |
| Jun 30, 2025 | GUGGENHEIM CAPITAL LLC | 0.05% | 64.2K | 339.6K | -1.58K | -2.40% |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0.03% | 42.61K | 225.38K | 23.52K | +123.18% |
| Jun 30, 2025 | AMERIPRISE FINANCIAL INC | 0.67% | 945.86K | 5M | 48.01K | +5.35% |
| Jun 30, 2025 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 0.21% | 291.92K | 1.54M | 23.25K | +8.65% |
| Jun 30, 2025 | STIFEL FINANCIAL CORP | 0.16% | 225.1K | 1.19M | 4.29K | +1.94% |
| Jun 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.14% | 199.2K | 1.05M | 50.08K | +33.58% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.12% | 166.59K | 881.23K | 11.15K | +7.17% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.36% | 506.88K | 2.68M | 20.47K | +4.21% |
| Jun 30, 2025 | HOLISTIC FINANCIAL PARTNERS | 0.01% | 14.44K | 76.39K | 0 | 0 |
| Jun 30, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.01% | 14.95K | 79.1K | 0 | 0 |
| Jun 30, 2025 | OCCIDENTAL ASSET MANAGEMENT, LLC | 0.01% | 15.84K | 83.82K | -2.04K | -11.42% |
| Jun 30, 2025 | INVESTMENT PARTNERS ASSET MANAGEMENT, INC. | 0.12% | 173.02K | 915.3K | -368 | -0.21% |
| Jun 30, 2025 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 0.22% | 316.67K | 1.68M | 32.79K | +11.55% |
| Jun 30, 2025 | J.W. COLE ADVISORS, INC. | 0.31% | 431.76K | 2.28M | 11.79K | +2.81% |
| Jun 30, 2025 | SAMALIN INVESTMENT COUNSEL, LLC | 0.06% | 90.11K | 476.69K | 1.87K | +2.12% |
| Jun 30, 2025 | SUNPOINTE, LLC | 0.06% | 84.9K | 449.12K | 84.9K | +100.00% |
| Jun 30, 2025 | ATRIA WEALTH SOLUTIONS, INC. | 0.04% | 53.75K | 284.69K | 0 | 0 |
| Jun 30, 2025 | MOORS & CABOT, INC. | 0.05% | 73.11K | 386.77K | 1.77K | +2.48% |
| Jun 30, 2025 | NATIONAL BANK OF CANADA /FI/ | 0.04% | 55.85K | 294.86K | 52.48K | +1,560.08% |
| Jun 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.03% | 36.66K | 193.94K | -9.8K | -21.09% |
| Jun 30, 2025 | NWF ADVISORY SERVICES INC. | 0.19% | 273.5K | 1.45M | -2.6K | -0.94% |
| Jun 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.04% | 53.27K | 282K | 321 | +0.61% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.09% | 132.72K | 685K | -8.38K | -5.94% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 1.3% | 1.84M | 9.51M | -151.71K | -7.61% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 1.09% | 1.54M | 7.94M | 189.68K | +14.05% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.34% | 486.41K | 2.51M | -22.21K | -4.37% |
| Mar 31, 2025 | ROMAN BUTLER FULLERTON & CO | 0.18% | 254.53K | 1.2M | 8.31K | +3.37% |
| Mar 31, 2025 | INVESTMENT PARTNERS ASSET MANAGEMENT, INC. | 0.12% | 173.39K | 894.7K | -16.23K | -8.56% |
| Mar 31, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.03% | 46.77K | 241.32K | 39.67K | +558.43% |
| Mar 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.03% | 46.46K | 239.75K | 10K | +27.43% |
| Mar 31, 2025 | US BANCORP \DE\ | 0.03% | 45.07K | 232.58K | 6.1K | +15.64% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.6% | 848.82K | 4.38M | 69.74K | +8.95% |
| Mar 31, 2025 | PACIFIC WEALTH STRATEGIES GROUP, INC. | 0.5% | 706.14K | 3.64M | 11.8K | +1.70% |
| Mar 31, 2025 | CENTAURUS FINANCIAL, INC. | 0.17% | 241.12K | 1.24M | 51.57K | +27.21% |
| Mar 31, 2025 | STIFEL FINANCIAL CORP | 0.16% | 220.81K | 1.14M | 29.8K | +15.60% |
| Mar 31, 2025 | QUATTRO FINANCIAL ADVISORS LLC | 0.03% | 40.29K | 207.9K | 0 | 0 |
| Mar 31, 2025 | SEACREST WEALTH MANAGEMENT, LLC | 0.03% | 39.29K | 202.74K | 28.04K | +249.10% |
| Mar 31, 2025 | 180 WEALTH ADVISORS, LLC | 0.12% | 166.07K | 853.61K | 8.9K | +5.66% |
| Mar 31, 2025 | AMERIPRISE FINANCIAL INC | 0.63% | 897.86K | 4.63M | 41.37K | +4.83% |
| Mar 31, 2025 | MORGAN STANLEY | 8.12% | 11.5M | 59.32M | 484.89K | +4.40% |
| Mar 31, 2025 | STOLPER CO | 0.07% | 97.79K | 505K | 1.19K | +1.24% |
| Mar 31, 2025 | BAIRD FINANCIAL GROUP, INC. | 0.05% | 66.45K | 342.89K | 29.94K | +82.01% |
| Mar 31, 2025 | GUGGENHEIM CAPITAL LLC | 0.05% | 65.78K | 339.41K | 28.78K | +77.78% |
| Mar 31, 2025 | MERIT FINANCIAL GROUP, LLC | 0.04% | 58.85K | 303.68K | 38.62K | +190.90% |
| Mar 31, 2025 | PENSERRA CAPITAL MANAGEMENT LLC | 2.54% | 3.59M | 18.51M | 158.35K | +4.62% |
| Mar 31, 2025 | FLAGSHIP HARBOR ADVISORS, LLC | 1.31% | 1.85M | 9.57M | 643.93K | +53.20% |
| Mar 31, 2025 | MOORS & CABOT, INC. | 0.05% | 71.34K | 368.12K | -831 | -1.15% |
| Mar 31, 2025 | TRANSCEND CAPITAL ADVISORS, LLC | 0.04% | 55K | 283.8K | 6.2K | +12.71% |
| Mar 31, 2025 | SAMALIN INVESTMENT COUNSEL, LLC | 0.06% | 88.24K | 455.34K | 4.61K | +5.51% |
| Mar 31, 2025 | CHOREO, LLC | 0.06% | 84.98K | 438.5K | 7.08K | +9.09% |
| Mar 31, 2025 | MARINER, LLC | 0.06% | 82.45K | 425.43K | -3.99K | -4.62% |
| Mar 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.05% | 67.55K | 348.54K | 2.22K | +3.40% |
| Mar 31, 2025 | LIVE OAK PRIVATE WEALTH LLC | 0.04% | 54.88K | 283.2K | 0 | 0 |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.04% | 54.14K | 279K | -21 | -0.04% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.11% | 155.43K | 802.04K | -8.04K | -4.92% |
| Mar 31, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.11% | 149.12K | 769.47K | 24.32K | +19.48% |
| Mar 31, 2025 | UBS GROUP AG | 3.78% | 5.35M | 27.61M | 107.73K | +2.05% |
| Mar 31, 2025 | J.W. COLE ADVISORS, INC. | 0.3% | 419.97K | 2.17M | 193.08K | +85.10% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.26% | 365.25K | 1.89M | 55.32K | +17.85% |
| Mar 31, 2025 | WEALTHTRUST AXIOM LLC | 0.25% | 352.19K | 1.82M | 14.21K | +4.20% |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.24% | 346.27K | 1.79M | 36.63K | +11.83% |
| Mar 31, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 0.22% | 310.22K | 1.6M | -195.86K | -38.70% |
| Mar 31, 2025 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 0.2% | 283.88K | 1.46M | 56.61K | +24.91% |
| Mar 31, 2025 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 0.19% | 268.67K | 1.39M | 18.41K | +7.36% |
| Mar 31, 2025 | COOPER FINANCIAL GROUP | 0.16% | 228.91K | 1.18M | 7.37K | +3.33% |
| Mar 31, 2025 | ATRIA WEALTH SOLUTIONS, INC. | 0.04% | 53.75K | 277.35K | 53.75K | +100.00% |
| Mar 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.04% | 52.95K | 273K | 2.08K | +4.10% |
| Mar 31, 2025 | | 0.03% | 49.33K | 254.53K | 950 | +1.96% |
| Mar 31, 2025 | PARK AVENUE SECURITIES LLC | 0.03% | 47.59K | 246K | -4.96K | -9.44% |
| Mar 31, 2025 | ELEQUIN SECURITIES, LLC | 0.03% | 46.67K | 240.81K | 33.58K | +256.63% |
| Mar 31, 2025 | ATOMI FINANCIAL GROUP, INC. | 0.07% | 101.49K | 523.68K | 1.17K | +1.17% |
| Mar 31, 2025 | IHT WEALTH MANAGEMENT, LLC | 0.07% | 98.43K | 507.92K | 147 | +0.15% |
| Mar 31, 2024 | MARINER, LLC | 0.07% | 95.59K | 514.26K | 5.06K | +5.59% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 1.3% | 1.82M | 9.8M | 395.26K | +27.72% |
| Mar 31, 2024 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1.39% | 1.94M | 10.45M | 1.08M | +124.05% |
| Mar 31, 2024 | WINTRUST INVESTMENTS LLC | 0.04% | 49.73K | 268K | -340 | -0.68% |
| Mar 31, 2024 | QUATTRO FINANCIAL ADVISORS LLC | 0.04% | 50.12K | 269.67K | 50.12K | +1,002,380.00% |
| Mar 31, 2024 | COMERICA BANK | 0.04% | 51.6K | 277.61K | -15.1K | -22.64% |
| Mar 31, 2024 | PARK AVENUE SECURITIES LLC | 0.04% | 51.63K | 278K | 11.81K | +29.65% |
| Mar 31, 2024 | PEAPACK GLADSTONE FINANCIAL CORP | 0.04% | 51.68K | 278K | -31.07K | -37.55% |
| Mar 31, 2024 | LIVE OAK PRIVATE WEALTH LLC | 0.04% | 54.88K | 295.28K | 0 | 0 |
| Mar 31, 2024 | MOORS & CABOT, INC. | 0.05% | 67.75K | 364.47K | 1.45K | +2.19% |
| Mar 31, 2024 | PATHSTONE HOLDINGS, LLC | 0.05% | 74.78K | 402.34K | -41.09K | -35.46% |
| Mar 31, 2024 | DYNAMIC ADVISOR SOLUTIONS LLC | 0.06% | 77.36K | 416.22K | -100 | -0.13% |
| Mar 31, 2024 | TRANSCEND CAPITAL ADVISORS, LLC | 0.07% | 94.1K | 506.25K | 19.31K | +25.81% |
| Mar 31, 2024 | ICA GROUP WEALTH MANAGEMENT, LLC | 0.03% | 36.34K | 195.48K | 607 | +1.70% |
| Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0.03% | 36.46K | 196.17K | -20 | -0.05% |
| Mar 31, 2024 | QUANTEDGE CAPITAL PTE LTD | 0.03% | 36.7K | 197.45K | -184.7K | -83.42% |
| Mar 31, 2024 | YAKIRA CAPITAL MANAGEMENT, INC. | 0.03% | 38.34K | 206.28K | -92.87K | -70.78% |
| Mar 31, 2024 | US BANCORP \DE\ | 0.03% | 39.46K | 212.31K | 3.46K | +9.62% |
| Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 0.03% | 42.9K | 231K | -1.17K | -2.65% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 0.03% | 42.95K | 231.08K | -99.02K | -69.75% |
| Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.03% | 44.07K | 237.1K | 44.07K | +100.00% |
| Mar 31, 2024 | J.W. COLE ADVISORS, INC. | 0.03% | 46.5K | 249.93K | 32.98K | +243.85% |
| Mar 31, 2024 | JANNEY MONTGOMERY SCOTT LLC | 0.03% | 47.93K | 258K | -4.28K | -8.20% |
| Mar 31, 2024 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 0.04% | 49K | 263.62K | 0 | 0 |
| Mar 31, 2024 | VIMA LLC | 0.04% | 52.83K | 280.5M | -21.79K | -29.20% |
| Mar 31, 2024 | ATOMI FINANCIAL GROUP, INC. | 0.07% | 94.84K | 510.23K | -627 | -0.66% |
| Mar 31, 2024 | IHT WEALTH MANAGEMENT, LLC | 0.07% | 98.9K | 532.06K | 22.67K | +29.74% |
| Mar 31, 2024 | STOLPER CO | 0.07% | 102.62K | 552K | 9.37K | +10.05% |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.08% | 107.26K | 577.05K | 3.52K | +3.40% |
| Mar 31, 2024 | SAMALIN INVESTMENT COUNSEL, LLC | 0.08% | 116.69K | 627.8K | -22.97K | -16.45% |
| Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.08% | 118.06K | 635K | -1.81K | -1.51% |
| Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.09% | 123.93K | 666.76K | 31.19K | +33.63% |
| Mar 31, 2024 | SFI ADVISORS, LLC | 0.1% | 133.98K | 720.8K | 81.73K | +156.41% |
| Mar 31, 2024 | 180 WEALTH ADVISORS, LLC | 0.1% | 137.95K | 742.18K | 5.5K | +4.15% |
| Mar 31, 2024 | QUARRY LP | 0.1% | 144.62K | 778.06K | -1.18K | -0.81% |
| Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.11% | 159.24K | 856.7K | 11.22K | +7.58% |
| Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.13% | 174.93K | 941K | 174.93K | +100.00% |
| Mar 31, 2024 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.13% | 179.47K | 965.53K | -10.94K | -5.74% |
| Mar 31, 2024 | BAIRD FINANCIAL GROUP, INC. | 0.13% | 184.97K | 995.15K | 4.83K | +2.68% |
| Mar 31, 2024 | ABRDN PLC | 0.14% | 193.05K | 1.04M | 0 | 0 |
| Mar 31, 2024 | COOPER FINANCIAL GROUP | 0.14% | 202.32K | 1.09M | 10.01K | +5.21% |
| Mar 31, 2024 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 0.16% | 218.02K | 1.17M | 9.99K | +4.80% |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.17% | 235.15K | 1.27M | -53.21K | -18.45% |
| Mar 31, 2024 | CETERA ADVISORS LLC | 0.18% | 256.04K | 1.38M | 1.75K | +0.69% |
| Mar 31, 2024 | INVESTMENT PARTNERS ASSET MANAGEMENT, INC. | 0.19% | 258.97K | 1.39M | -20.71K | -7.41% |
| Mar 31, 2024 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.19% | 262.86K | 1.41M | -587.58K | -69.09% |
| Mar 31, 2024 | ROMAN BUTLER FULLERTON & CO | 0.19% | 265.15K | 1.29M | 7.21K | +2.79% |
| Mar 31, 2024 | WEALTHTRUST AXIOM LLC | 0.21% | 299.39K | 1.61M | -3.87K | -1.28% |
| Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.26% | 365.23K | 1.96M | 365.23K | +100.00% |
| Mar 31, 2024 | ROUMELL ASSET MANAGEMENT, LLC | 0.28% | 395K | 2.13M | 0 | 0 |
| Mar 31, 2024 | AQR ARBITRAGE LLC | 0.29% | 403.33K | 2.17M | -109.46K | -21.35% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.29% | 412.37K | 2.22M | -431.49K | -51.13% |
| Mar 31, 2024 | LPL FINANCIAL LLC | 0.33% | 468.28K | 2.52M | 37.61K | +8.73% |
| Mar 31, 2024 | PACIFIC WEALTH STRATEGIES GROUP, INC. | 0.42% | 581.91K | 3.13M | 54.78K | +10.39% |
| Mar 31, 2024 | ADVISORS ASSET MANAGEMENT, INC. | 0.45% | 624.49K | 3.36M | -75.37K | -10.77% |
| Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 0.65% | 905.95K | 4.89M | 42.88K | +4.97% |
| Mar 31, 2024 | FLAGSHIP HARBOR ADVISORS, LLC | 1.04% | 1.46M | 7.84M | 149.63K | +11.44% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 1.94% | 2.72M | 14.63M | 285.2K | +11.72% |
| Mar 31, 2024 | UBS GROUP AG | 3.48% | 4.87M | 26.21M | 203.01K | +4.35% |
| Mar 31, 2024 | MORGAN STANLEY | 8.45% | 11.83M | 63.63M | 1.07M | +9.97% |
| Mar 31, 2024 | CETERA ADVISOR NETWORKS LLC | 0.08% | 107.63K | 579.07K | 3.72K | +3.58% |
| Dec 31, 2023 | PACIFIC WEALTH STRATEGIES GROUP, INC. | 0.45% | 527.13K | 2.86M | -202 | -0.04% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.71% | 843.86K | 4.58M | -811.98K | -49.04% |
| Dec 31, 2023 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.72% | 850.44K | 4.62M | 745.49K | +710.37% |
| Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 0.73% | 863.07K | 4.78M | -142.39K | -14.16% |
| Dec 31, 2023 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.73% | 867.28K | 4.71M | 867.28K | +100.00% |
| Dec 31, 2023 | SABA CAPITAL MANAGEMENT, L.P. | 0.8% | 950.87K | 5.16M | 950.87K | +100.00% |
| Dec 31, 2023 | FLAGSHIP HARBOR ADVISORS, LLC | 1.11% | 1.31M | 7.1M | 164.16K | +14.35% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 1.21% | 1.43M | 7.74M | 112.76K | +8.59% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 2.06% | 2.43M | 13.22M | -701.23K | -22.36% |
| Dec 31, 2023 | SIT INVESTMENT ASSOCIATES INC | 3.57% | 4.22M | 22.9M | -4.04M | -48.90% |
| Dec 31, 2023 | UBS GROUP AG | 3.95% | 4.67M | 25.35M | -215.32K | -4.41% |
| Dec 31, 2023 | MORGAN STANLEY | 9.09% | 10.75M | 58.39M | 350.07K | +3.36% |
| Dec 31, 2023 | IHT WEALTH MANAGEMENT, LLC | 0.06% | 76.23K | 413.91K | -256 | -0.33% |
| Dec 31, 2023 | DYNAMIC ADVISOR SOLUTIONS LLC | 0.07% | 77.46K | 416.76K | 26.65K | +52.44% |
| Dec 31, 2023 | ADVISORS ASSET MANAGEMENT, INC. | 0.59% | 699.86K | 3.8M | -192.74K | -21.59% |
| Dec 31, 2023 | PEAPACK GLADSTONE FINANCIAL CORP | 0.07% | 82.75K | 449K | -18.8K | -18.52% |
| Dec 31, 2023 | MARINER, LLC | 0.08% | 90.52K | 491.54K | -1.34K | -1.46% |
| Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.08% | 92.74K | 503.6K | -50.81K | -35.39% |
| Dec 31, 2023 | STOLPER CO | 0.08% | 93.25K | 506K | 4.86K | +5.50% |
| Dec 31, 2023 | ATOMI FINANCIAL GROUP, INC. | 0.08% | 95.47K | 518.37K | -8.95K | -8.57% |
| Dec 31, 2023 | STEPHENS INC /AR/ | 0.08% | 96.45K | 523.7K | -77.8K | -44.65% |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.09% | 103.74K | 563.28K | -26.95K | -20.62% |
| Dec 31, 2023 | CETERA ADVISOR NETWORKS LLC | 0.09% | 103.92K | 564.27K | -26.6K | -20.38% |
| Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.1% | 119.87K | 651K | 7.68K | +6.84% |
| Dec 31, 2023 | YAKIRA CAPITAL MANAGEMENT, INC. | 0.11% | 131.21K | 712.49K | 0 | 0 |
| Dec 31, 2023 | 180 WEALTH ADVISORS, LLC | 0.11% | 132.46K | 724.54K | -1.24K | -0.93% |
| Dec 31, 2023 | SAMALIN INVESTMENT COUNSEL, LLC | 0.12% | 139.67K | 758.38K | -42.42K | -23.30% |
| Dec 31, 2023 | JPMORGAN CHASE & CO | 0.12% | 141.98K | 770.93K | 107.17K | +307.88% |
| Dec 31, 2023 | QUARRY LP | 0.12% | 145.81K | 791.72K | 4.91K | +3.48% |
| Dec 31, 2023 | STIFEL FINANCIAL CORP | 0.13% | 148.02K | 803.76K | -1.38K | -0.93% |
| Dec 31, 2023 | BAIRD FINANCIAL GROUP, INC. | 0.15% | 180.15K | 978.19K | 19.21K | +11.94% |
| Dec 31, 2023 | PRIVATE ADVISOR GROUP, LLC | 0.15% | 182.5K | 990.98K | 31.27K | +20.67% |
| Dec 31, 2023 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.16% | 190.4K | 1.03M | 12.9K | +7.27% |
| Dec 31, 2023 | COOPER FINANCIAL GROUP | 0.16% | 192.31K | 1.04M | 3.64K | +1.93% |
| Dec 31, 2023 | ABRDN PLC | 0.16% | 193.05K | 1.05M | 0 | 0 |
| Dec 31, 2023 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 0.18% | 208.03K | 1.13M | 12.9K | +6.61% |
| Dec 31, 2023 | QUANTEDGE CAPITAL PTE LTD | 0.19% | 221.4K | 1.2M | 221.4K | +100.00% |
| Dec 31, 2023 | FLOW STATE INVESTMENTS, L.P. | 0.2% | 239.24K | 1.3M | 239.24K | +100.00% |
| Dec 31, 2023 | BOOTHBAY FUND MANAGEMENT, LLC | 0.21% | 250K | 1.36M | 250K | +100.00% |
| Dec 31, 2023 | CETERA ADVISORS LLC | 0.22% | 254.29K | 1.38M | 1.49K | +0.59% |
| Dec 31, 2023 | ROMAN BUTLER FULLERTON & CO | 0.22% | 257.94K | 1.37M | -604 | -0.23% |
| Dec 31, 2023 | | 0.1% | 115.87K | 629.19K | 115.87K | +100.00% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.24% | 288.35K | 1.57M | 18.15K | +6.72% |
| Dec 31, 2023 | WEALTHTRUST AXIOM LLC | 0.26% | 303.26K | 1.65M | -6.4K | -2.07% |
| Dec 31, 2023 | CLOUGH CAPITAL PARTNERS L P | 0.31% | 364.59K | 1.98M | -59.7K | -14.07% |
| Dec 31, 2023 | ROUMELL ASSET MANAGEMENT, LLC | 0.33% | 395K | 2.14M | 0 | 0 |
| Dec 31, 2023 | WOLVERINE ASSET MANAGEMENT LLC | 0.34% | 406.54K | 2.21M | 370.04K | +1,013.73% |
| Dec 31, 2023 | LPL FINANCIAL LLC | 0.36% | 430.67K | 2.34M | 37.32K | +9.49% |
| Dec 31, 2023 | AQR ARBITRAGE LLC | 0.43% | 512.79K | 2.78M | 163.85K | +46.96% |