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

Who are the major shareholders selling iShares Global 100 ETF stock?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, in the last quarter, reduced its stake in IOO by -3.98% restricting it's holding to 134.43 thousand shares of worth nearly $17.20M. COMMONWEALTH EQUITY SERVICES, LLC also lessened -8.01% of the IOO shares from its portfolio, reducing its holding to 134.8 thousand shares of worth $17.07M. MONEY CONCEPTS CAPITAL CORP also shunned IOO shares holding by -2.91% last quarter which brought its holding to 83.67 thousand shares worth $10.60M.

Investors who are buying IOO stock?

As per its latest 13F filing, ASSET ALLOCATION STRATEGIES LLC increased its stake in IOO by 3.7% in the last quarter. The institutional holder raised its holding to 136.88 thousand shares having worth more than $17.34M. CITADEL ADVISORS LLC also added 100% more shares of IOO to its portfolio, raising its holding to 89.64 thousand shares of worth $11.36M. EQUITABLE HOLDINGS, INC. also increased its IOO shares holding by 2.05% which brought its holding to 130.72 thousand shares worth $16.56M.

IOO's major insiders: who are they?

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

Did an insider recently sell IOO stock?

Company executives, directors, and other insiders own N/A percent of iShares Global 100 ETF's stock. Within the last six months, there have been 0 transaction(s) in which IOO insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased IOO stock?

There have been 0 transaction(s) during the past 6-months in which iShares Global 100 ETF insiders have bought stock, totalling 0 shares

How much of IOO does insiders own?

Around 0 iShares Global 100 ETF shares are held by insiders, which represents about N/A of IOO stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IOO?

ASSET ALLOCATION STRATEGIES LLC is the largest institutional owner in IOO which holds 136.88 thousand shares worth $17.34M or 0.22% of the total IOO shares outstanding followed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with ownership of 134.43 thousand shares representing 0.22% of the IOO ownership. COMMONWEALTH EQUITY SERVICES, LLC is the third largest stakeholder with 134.8 thousand shares or 0.21% of the ownership worth more than $17.07M.

Is iShares Global 100 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 IOO is concerned, it is a stock which is optionable.

Is there a short position on IOO's shares?

Number of IOO 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 IOO shares are there?

As of today, null shares of IOO are outstanding.

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

IOO 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 IOO is null.

iShares Global 100 ETF (IOO) 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. ASSET ALLOCATION STRATEGIES LLC is the top corporate investor, holding 136.88K shares valued at $17.34M. A 0.22% stake in iShares Global 100 ETF is owned by the company. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC owns 134.43K shares valued at $17.20M, which translates its holding of 0.22% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	ASSET ALLOCATION STRATEGIES LLC	0.22%	136.88K	17.34M	4.89K	+3.70%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.22%	134.43K	17.2M	-5.57K	-3.98%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	134.8K	17.07M	-11.74K	-8.01%
Dec 31, 2025	CITADEL ADVISORS LLC	0.14%	89.64K	11.36M	89.64K	+100.00%
Dec 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.13%	83.67K	10.6M	-2.51K	-2.91%
Dec 31, 2025	MARINER, LLC	0.13%	84.64K	10.72M	-1.6K	-1.85%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.2%	130.72K	16.56M	2.62K	+2.05%
Dec 31, 2025	FLAGSHIP PRIVATE WEALTH, LLC	0.18%	114.8K	14.54M	-3.25K	-2.75%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	82.68K	10.47M	-5.04K	-5.75%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.1%	63.55K	8.05M	-17.83K	-21.91%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.09%	61.15K	7.75M	61.15K	+100.00%
Dec 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.08%	50.89K	6.45M	806	+1.61%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.52%	977K	123.76M	132.2K	+15.65%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.01%	637.73K	80.78M	-20.19K	-3.07%
Dec 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.18%	115.24K	14.6M	9.25K	+8.73%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.43%	270.4K	34.25M	6.71K	+2.54%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.09%	55.93K	7.08M	-4.11K	-6.84%
Dec 31, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.09%	56.4K	7.14M	-402	-0.71%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.44%	2.78M	352.19M	-48.26K	-1.71%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.54%	349.31K	44.25M	-25.07K	-6.70%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.46%	295.7K	37.46M	-20.68K	-6.54%
Dec 31, 2025	BLACKROCK, INC.	44%	28.36M	3.59B	521.33K	+1.87%
Dec 31, 2025	ANNEX ADVISORY SERVICES, LLC	2.05%	1.28M	161.75M	-65.56K	-4.88%
Dec 31, 2025	LPL FINANCIAL LLC	1.95%	1.22M	154.44M	134.69K	+12.42%
Dec 31, 2025	MORGAN STANLEY	1.57%	1.01M	128.38M	42.96K	+4.43%
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.15%	97.95K	12.41M	-135	-0.14%
Dec 31, 2025		0.12%	76.15K	9.65M	76.15K	+100.00%
Dec 31, 2025	GREYKASELL WEALTH STRATEGIES, INC.	0.15%	95.88K	12.14M	257	+0.27%
Dec 31, 2025	COLONY GROUP, LLC	0.16%	99.36K	12.59M	3.61K	+3.77%
Dec 31, 2025	CERTIFIED ADVISORY CORP	0.16%	101.54K	12.86M	2.12K	+2.13%
Dec 31, 2025	HUDOCK, INC.	0.17%	104.49K	13.24M	2.49K	+2.44%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.11%	65.74K	8.33M	-9.85K	-13.03%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.18%	114.2K	14.47M	17.71K	+18.36%
Dec 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.07%	46.45K	5.88M	656	+1.43%
Dec 31, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.08%	47.57K	6.06M	-11.24K	-19.11%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.08%	47.58K	6.03M	-963	-1.98%
Dec 31, 2025	STEPHENS INC /AR/	0.76%	471.53K	59.73M	53.09K	+12.69%
Dec 31, 2025	UBS GROUP AG	0.71%	454.69K	57.6M	73.86K	+19.39%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.35%	218.05K	27.62M	-11.42K	-4.98%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.31%	198.92K	25.21M	-1.12K	-0.56%
Dec 31, 2025	CITIGROUP INC	0.26%	162.2K	20.55M	12.68K	+8.48%
Dec 31, 2025	SCOTIA CAPITAL INC.	0.25%	158.1K	20.02M	-2.08K	-1.30%
Dec 31, 2025	TWELVE POINTS WEALTH MANAGEMENT LLC	0.25%	155.22K	19.94M	61.21K	+65.11%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.22%	136.95K	17.35M	4.41K	+3.33%
Dec 31, 2025	CAPITAL ADVISORS, LTD. LLC	0.08%	50.11K	6.35M	-117	-0.23%
Dec 31, 2025	180 WEALTH ADVISORS, LLC	0.08%	48.07K	6.09M	4.18K	+9.53%
Dec 31, 2025	ROYAL BANK OF CANADA	0.62%	397.87K	50.4M	63.41K	+18.96%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.61%	382.36K	48.43M	94.05K	+32.62%
Dec 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.52%	323.38K	40.96M	-6.88K	-2.08%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.43%	280.09K	35.48M	-102K	-26.70%
Dec 31, 2025	MATHER GROUP, LLC.	0.39%	251.53K	31.86M	-13.97K	-5.26%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.35%	224.93K	28.49M	8.54K	+3.95%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	83.9K	10.63M	75.26K	+871.92%
Dec 31, 2025	ALEXIS INVESTMENT PARTNERS, LLC	0.12%	75.49K	9.6M	2.15K	+2.94%
Dec 31, 2025	BLUESPHERE ADVISORS, LLC	0.12%	75.37K	9.55M	-82	-0.11%
Dec 31, 2025	OLD NATIONAL BANCORP /IN/	0.12%	74.47K	9.43M	-29.71K	-28.51%
Dec 31, 2025	CIBC WORLD MARKET INC.	0.12%	72.87K	9.23M	5.16K	+7.61%
Dec 31, 2025	SIGMA PLANNING CORP	0.11%	68.65K	8.7M	-12.1K	-14.98%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.11%	69.36K	8.79M	-6.79K	-8.91%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.07%	44.04K	5.29M	-4.84K	-9.89%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	44.53K	5.34M	295	+0.67%
Sep 30, 2025	ASSETMARK, INC	0.07%	44.92K	5.39M	-4.39K	-8.91%
Sep 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.07%	45.8K	5.5M	847	+1.88%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.23%	140K	16.98M	-6.06K	-4.15%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.47%	288.31K	34.59M	12.85K	+4.66%
Sep 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.54%	330.26K	39.63M	-786.02K	-70.41%
Sep 30, 2025	ANNEX ADVISORY SERVICES, LLC	2.19%	1.34M	161.11M	-79.65K	-5.60%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	200.04K	23.45M	36.37K	+22.22%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.61%	374.38K	44.93M	257.05K	+219.08%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.52%	316.38K	37.97M	-570	-0.18%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.22%	132.54K	15.91M	-608	-0.46%
Sep 30, 2025	ASSET ALLOCATION STRATEGIES LLC	0.22%	131.99K	15.84M	-4.79K	-3.50%
Sep 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.17%	105.98K	12.72M	-300	-0.28%
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.16%	98.09K	11.77M	-2.35K	-2.34%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.61%	2.83M	339.46M	-74.27K	-2.56%
Sep 30, 2025	HUDOCK, INC.	0.17%	102K	12.24M	-857	-0.83%
Sep 30, 2025	LPL FINANCIAL LLC	1.77%	1.08M	130.16M	169.98K	+18.59%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.38%	844.8K	101.38M	11.55K	+1.39%
Sep 30, 2025	STEPHENS INC /AR/	0.68%	418.44K	50.22M	80.28K	+23.74%
Sep 30, 2025	UBS GROUP AG	0.62%	380.83K	45.7M	16.38K	+4.49%
Sep 30, 2025	OLD NATIONAL BANCORP /IN/	0.17%	104.18K	12.5M	10.66K	+11.40%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.13%	81.38K	9.77M	-19.21K	-19.10%
Sep 30, 2025	SIGMA PLANNING CORP	0.13%	80.75K	9.69M	-22.48K	-21.78%
Sep 30, 2025	CIBC WORLD MARKET INC.	0.11%	67.71K	8.13M	786	+1.17%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.09%	56.8K	6.82M	-813	-1.41%
Sep 30, 2025	TWELVE POINTS WEALTH MANAGEMENT LLC	0.15%	94.01K	11.28M	56.79K	+152.59%
Sep 30, 2025	GREYKASELL WEALTH STRATEGIES, INC.	0.16%	95.62K	11.48M	1.84K	+1.96%
Sep 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.08%	50.09K	6.01M	952	+1.94%
Sep 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.08%	50.22K	6.03M	-192	-0.38%
Sep 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.1%	58.81K	7.01M	-8.21K	-12.24%
Sep 30, 2025	ALEXIS INVESTMENT PARTNERS, LLC	0.12%	73.34K	8.75M	-10.88K	-12.92%
Sep 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.14%	86.18K	10.34M	-1.98K	-2.25%
Sep 30, 2025	MARINER, LLC	0.14%	86.24K	10.35M	1.14K	+1.33%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	87.72K	10.53M	3.47K	+4.12%
Sep 30, 2025	BLUESPHERE ADVISORS, LLC	0.12%	75.46K	9.06M	-1.85K	-2.39%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.12%	75.58K	9.07M	-23.5K	-23.72%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.12%	76.15K	9.14M	-18.29K	-19.37%
Sep 30, 2025	CERTIFIED ADVISORY CORP	0.16%	99.43K	11.93M	3.06K	+3.18%
Sep 30, 2025	FLAGSHIP PRIVATE WEALTH, LLC	0.19%	118.05K	14.17M	517	+0.44%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.21%	128.1K	15.37M	10.24K	+8.69%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	146.54K	17.59M	-33.87K	-18.77%
Sep 30, 2025	CITIGROUP INC	0.24%	149.51K	17.94M	4.1K	+2.82%
Sep 30, 2025	SCOTIA CAPITAL INC.	0.26%	160.18K	19.22M	2.03K	+1.28%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.37%	229.46K	27.54M	-14.34K	-5.88%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.62%	382.09K	45.85M	-5.21K	-1.34%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.07%	657.92K	78.96M	5.83K	+0.89%
Sep 30, 2025	COLONY GROUP, LLC	0.16%	95.75K	11.49M	1.02K	+1.08%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.16%	96.49K	11.48M	10.47K	+12.17%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.35%	216.39K	25.97M	57.26K	+35.98%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.43%	263.69K	31.65M	263.69K	+100.00%
Sep 30, 2025	MATHER GROUP, LLC.	0.43%	265.5K	31.86M	-12.08K	-4.35%
Sep 30, 2025	ROYAL BANK OF CANADA	0.54%	334.47K	40.14M	34.62K	+11.55%
Sep 30, 2025	MORGAN STANLEY	1.58%	970.58K	116.48M	51.73K	+5.63%
Sep 30, 2025	BLACKROCK, INC.	45.35%	27.84M	3.34B	450.22K	+1.64%
Sep 30, 2025	POWELL INVESTMENT ADVISORS, LLC	0.05%	29.28K	3.51M	-82	-0.28%
Sep 30, 2025	CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.	0.05%	30.4K	3.65M	125	+0.41%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.05%	32.19K	3.86M	-3K	-8.53%
Sep 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.05%	33.29K	4M	3.75K	+12.70%
Sep 30, 2025	CONNECTICUT WEALTH MANAGEMENT, LLC	0.06%	34.23K	4.11M	-310	-0.90%
Sep 30, 2025	BOYD WATTERSON ASSET MANAGEMENT LLC/OH	0.06%	34.7K	4.16M	0	0
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.06%	36.4K	4.37M	-1.52K	-4.00%
Sep 30, 2025	WHELAN FINANCIAL	0.06%	37.38K	4.49M	-87	-0.23%
Sep 30, 2025	JPMORGAN CHASE & CO	0.06%	39.06K	4.69M	-2	-0.01%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	40.14K	4.82M	-219	-0.54%
Sep 30, 2025	180 WEALTH ADVISORS, LLC	0.07%	43.88K	5.27M	762	+1.77%
Sep 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.07%	43.98K	5.28M	-1.27K	-2.80%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.1%	60.04K	7.21M	5.03K	+9.14%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.13%	55.01K	5.93M	-3.51K	-6.00%
Jun 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.12%	50.42K	5.44M	-500	-0.98%
Jun 30, 2025	ASSETMARK, INC	0.12%	49.31K	5.32M	-1.72K	-3.36%
Jun 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.11%	49.13K	5.3M	-84	-0.17%
Jun 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.11%	45.25K	4.88M	0	0
Jun 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.11%	44.95K	4.85M	-2.23K	-4.72%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.1%	44.23K	4.77M	1.6K	+3.76%
Jun 30, 2025	180 WEALTH ADVISORS, LLC	0.1%	43.12K	4.65M	-953	-2.16%
Jun 30, 2025	FAGAN ASSOCIATES, INC.	0.1%	41.13K	4.43M	-794	-1.89%
Jun 30, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.09%	38.57K	4.16M	-19.93K	-34.07%
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.09%	37.92K	4.09M	-440	-1.15%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.23%	100.44K	10.83M	-418	-0.41%
Jun 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.25%	106.28K	11.46M	-14.52K	-12.02%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.28%	117.68K	12.69M	82.15K	+231.26%
Jun 30, 2025	MATHER GROUP, LLC.	0.65%	277.58K	29.93M	2.68K	+0.97%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.24%	100.59K	10.84M	-14.79K	-12.82%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.34%	146.06K	15.96M	-1.24K	-0.84%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.38%	163.67K	17.63M	-25.14K	-13.31%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.57%	243.8K	26.29M	-35.06K	-12.57%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.64%	275.47K	29.7M	-179.9K	-39.51%
Jun 30, 2025	CITADEL ADVISORS LLC	0.65%	277.64K	29.93M	249.21K	+876.44%
Jun 30, 2025	ROYAL BANK OF CANADA	0.7%	299.84K	32.33M	16.91K	+5.98%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.74%	316.95K	34.17M	41	+0.01%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.85%	362.72K	39.11M	-20.23K	-5.28%
Jun 30, 2025	UBS GROUP AG	0.85%	364.46K	39.29M	-433	-0.12%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.91%	387.29K	41.75M	40.66K	+11.73%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.95%	833.25K	89.83M	13.57K	+1.66%
Jun 30, 2025	LPL FINANCIAL LLC	2.14%	914.56K	98.6M	-21.68K	-2.32%
Jun 30, 2025	IEQ CAPITAL, LLC	0.06%	26.83K	2.89M	-507	-1.85%
Jun 30, 2025	ALEXIS INVESTMENT PARTNERS, LLC	0.2%	84.22K	9.06M	2.14K	+2.61%
Jun 30, 2025	GREYKASELL WEALTH STRATEGIES, INC.	0.22%	93.78K	10.11M	2.64K	+2.90%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.79%	2.9M	312.96M	-52.45K	-1.77%
Jun 30, 2025	MORGAN STANLEY	2.15%	918.85K	99.06M	18.09K	+2.01%
Jun 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	2.61%	1.12M	120.34M	-37.73K	-3.27%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.16%	67.02K	7.21M	-530	-0.78%
Jun 30, 2025	BLUESPHERE ADVISORS, LLC	0.18%	77.3K	8.33M	-913	-1.17%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	84.25K	9.08M	-35.7K	-29.76%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.42%	180.41K	19.45M	-15.57K	-7.94%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.08%	35.19K	3.79M	-32.12K	-47.72%
Jun 30, 2025	TWELVE POINTS WEALTH MANAGEMENT LLC	0.09%	37.22K	4.01M	37.22K	+100.00%
Jun 30, 2025	WHELAN FINANCIAL	0.09%	37.47K	4.04M	-8.1K	-17.77%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.53%	652.09K	70.3M	8.3K	+1.29%
Jun 30, 2025	CIBC WORLD MARKET INC.	0.16%	66.92K	7.22M	-826	-1.22%
Jun 30, 2025	HUDOCK, INC.	0.24%	102.85K	11.09M	24.85K	+31.86%
Jun 30, 2025	SIGMA PLANNING CORP	0.24%	103.23K	11.13M	-6.79K	-6.17%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.27%	117.33K	12.65M	-5.33K	-4.34%
Jun 30, 2025	FLAGSHIP PRIVATE WEALTH, LLC	0.27%	117.53K	12.67M	-1.22K	-1.03%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.31%	133.15K	14.35M	2.22K	+1.70%
Jun 30, 2025	CITIGROUP INC	0.34%	145.41K	15.68M	-3.49K	-2.34%
Jun 30, 2025	SCOTIA CAPITAL INC.	0.37%	158.15K	17.05M	763	+0.48%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.37%	159.13K	17.16M	-16.74K	-9.52%
Jun 30, 2025	STEPHENS INC /AR/	0.79%	338.16K	36.46M	15.4K	+4.77%
Jun 30, 2025	ANNEX ADVISORY SERVICES, LLC	3.33%	1.42M	153.32M	336.19K	+30.96%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.11%	48.88K	5.27M	-53.91K	-52.45%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.05%	19.84K	2.14M	-29.25K	-59.59%
Jun 30, 2025	VISIONARY WEALTH ADVISORS	0.05%	21.39K	2.31M	1.74K	+8.83%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.07%	29.02K	3.13M	3.15K	+12.18%
Jun 30, 2025	DONOGHUE FORLINES LLC	0.05%	21.94K	2.37M	21.94K	+100.00%
Jun 30, 2025	LWM ADVISORY SERVICES, LLC	0.05%	22.03K	2.38M	-4K	-15.35%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.05%	22.81K	2.46M	-1.39K	-5.75%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	23.26K	2.51M	467	+2.05%
Jun 30, 2025	RATHBONES GROUP PLC	0.06%	24.23K	2.61M	754	+3.21%
Jun 30, 2025	KAYE CAPITAL MANAGEMENT	0.41%	177.3K	19.11M	-2.27K	-1.27%
Jun 30, 2025	ASSET ALLOCATION STRATEGIES LLC	0.32%	136.78K	14.75M	10.31K	+8.15%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.28%	117.86K	12.71M	-11.07K	-8.58%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.22%	94.44K	10.18M	31.7K	+50.52%
Jun 30, 2025		0.2%	84.22K	9.06M	2.14K	+2.61%
Jun 30, 2025	OLD NATIONAL BANCORP /IN/	0.22%	93.52K	10.08M	-68.06K	-42.12%
Jun 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.21%	88.16K	9.5M	88.16K	+100.00%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.2%	86.02K	9.25M	11.8K	+15.90%
Jun 30, 2025	MARINER, LLC	0.2%	85.1K	9.17M	1.64K	+1.97%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.23%	99.08K	10.68M	-62.4K	-38.64%
Jun 30, 2025	CERTIFIED ADVISORY CORP	0.23%	96.37K	10.39M	3.58K	+3.85%
Jun 30, 2025	COLONY GROUP, LLC	0.22%	94.72K	10.21M	-99.39K	-51.20%
Jun 30, 2025	BLACKROCK, INC.	64.06%	27.39M	2.95B	-24.3K	-0.09%
Jun 30, 2025	BOYD WATTERSON ASSET MANAGEMENT LLC/OH	0.08%	34.7K	3.74M	0	0
Jun 30, 2025	CONNECTICUT WEALTH MANAGEMENT, LLC	0.08%	34.54K	3.72M	-128	-0.37%
Jun 30, 2025	CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.	0.07%	30.28K	3.26M	344	+1.15%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.07%	29.97K	3.23M	-360.06K	-92.32%
Jun 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.07%	29.54K	3.18M	3.38K	+12.92%
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.13%	57.61K	6.21M	4.12K	+7.70%
Mar 31, 2025	SCOTIA CAPITAL INC.	0.37%	157.39K	15.15M	3.27K	+2.12%
Mar 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.28%	120.81K	11.63M	9.57K	+8.60%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	119.95K	11.55M	8.49K	+7.62%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.65%	278.86K	26.85M	29.35K	+11.76%
Mar 31, 2025	COLONY GROUP, LLC	0.45%	194.12K	18.69M	-31.52K	-13.97%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.44%	188.8K	18.18M	16.8K	+9.77%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.07%	455.37K	43.98M	3.48K	+0.77%
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.91%	390.03K	37.56M	19.78K	+5.34%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.9%	382.95K	36.87M	11.51K	+3.10%
Mar 31, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.34%	144.21K	13.89M	-7.91K	-5.20%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.31%	130.93K	12.61M	-1.61K	-1.22%
Mar 31, 2025	TOWER WEALTH PARTNERS, INC.	0.28%	118.51K	11.41M	-11	-0.01%
Mar 31, 2025	CENTAURUS FINANCIAL, INC.	0.27%	115.86K	11.16M	3.33K	+2.96%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.27%	115.38K	11.11M	-3.27K	-2.76%
Mar 31, 2025	SIGMA PLANNING CORP	0.26%	110.02K	10.59M	-30.84K	-21.89%
Mar 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.24%	102.79K	9.89M	2.31K	+2.30%
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.24%	100.86K	9.71M	-599	-0.59%
Mar 31, 2025	CERTIFIED ADVISORY CORP	0.22%	92.79K	8.93M	7.42K	+8.69%
Mar 31, 2025	MARINER, LLC	0.2%	83.46K	8.04M	3.32K	+4.14%
Mar 31, 2025	JANE STREET GROUP, LLC	0.19%	81.63K	7.86M	81.63K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	64.12%	27.41M	2.64B	363.01K	+1.34%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.91%	2.96M	284.57M	-330.52K	-10.06%
Mar 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	2.7%	1.15M	111.13M	110.6K	+10.60%
Mar 31, 2025	ANNEX ADVISORY SERVICES, LLC	2.54%	1.09M	104.57M	1.09M	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.92%	819.68K	78.93M	-18.03K	-2.15%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.51%	643.79K	61.99M	18.66K	+2.99%
Mar 31, 2025	UBS GROUP AG	0.85%	364.89K	35.14M	9.07K	+2.55%
Mar 31, 2025	KAYE CAPITAL MANAGEMENT	0.42%	179.58K	17.29M	12.24K	+7.32%
Mar 31, 2025	LPL FINANCIAL LLC	2.19%	936.24K	90.15M	75.87K	+8.82%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.81%	346.64K	33.38M	8.13K	+2.40%
Mar 31, 2025	STEPHENS INC /AR/	0.76%	322.76K	31.08M	-56.98K	-15.00%
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.74%	316.91K	30.51M	697	+0.22%
Mar 31, 2025	ROYAL BANK OF CANADA	0.66%	282.93K	27.25M	650	+0.23%
Mar 31, 2025	MATHER GROUP, LLC.	0.64%	274.9K	26.47M	1.14K	+0.42%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.46%	195.97K	18.87M	3.48K	+1.81%
Mar 31, 2025		0.19%	82.08K	7.9M	1.78K	+2.22%
Mar 31, 2025	FLAGSHIP PRIVATE WEALTH, LLC	0.28%	118.75K	11.43M	-881	-0.74%
Mar 31, 2025	BLUESPHERE ADVISORS, LLC	0.18%	78.21K	7.53M	-3.51K	-4.29%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.41%	175.87K	16.93M	-60.62K	-25.63%
Mar 31, 2025	MORGAN STANLEY	2.11%	900.77K	86.73M	-47.27K	-4.99%
Mar 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.42%	181.22K	17.52M	92.18K	+103.53%
Mar 31, 2025	DRAKE & ASSOCIATES, LLC	0.39%	168.29K	16.2M	3.39K	+2.05%
Mar 31, 2025	OLD NATIONAL BANCORP /IN/	0.38%	161.58K	15.56M	-50.8K	-23.92%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.38%	161.49K	15.92M	-5.72K	-3.42%
Mar 31, 2025	CITIGROUP INC	0.35%	148.9K	14.34M	6.08K	+4.26%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.34%	147.29K	14.18M	-6.38K	-4.15%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.3%	128.92K	12.41M	13K	+11.22%
Mar 31, 2025	ASSET ALLOCATION STRATEGIES LLC	0.3%	126.47K	12.18M	-18.85K	-12.97%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.29%	122.66K	11.81M	7.9K	+6.89%
Mar 31, 2024	MORGAN STANLEY	1.5%	639.53K	57.18M	-45.29K	-6.61%
Mar 31, 2024	ASSET ALLOCATION STRATEGIES LLC	0.38%	163.91K	14.65M	4.5K	+2.82%
Mar 31, 2024	KAYE CAPITAL MANAGEMENT	0.38%	163.93K	14.66M	-3.19K	-1.91%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	170.39K	15.24M	170.39K	+100.00%
Mar 31, 2024	WADDELL & ASSOCIATES, LLC	1.55%	664.16K	59.38M	15.97K	+2.46%
Mar 31, 2024	AMPLIUS WEALTH ADVISORS, LLC	2.11%	901.18K	80.57M	176.94K	+24.43%
Mar 31, 2024	OLD NATIONAL BANCORP /IN/	2.84%	1.21M	108.4M	-99.69K	-7.60%
Mar 31, 2024	BLACKROCK INC.	59.11%	25.27M	2.26B	336.25K	+1.35%
Mar 31, 2024	ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	0.13%	54.97K	4.92M	-44.8K	-44.90%
Mar 31, 2024		0.19%	83.19K	7.44M	83.19K	+100.00%
Mar 31, 2024	CONNECTICUT WEALTH MANAGEMENT, LLC	0.22%	93.95K	8.4M	-1.89K	-1.97%
Mar 31, 2024	MODERN WEALTH MANAGEMENT, LLC	0.23%	99.12K	9.02M	13.26K	+15.44%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.23%	100.21K	8.97M	-1.12K	-1.11%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	68.68K	6.14M	40.25K	+141.56%
Mar 31, 2024	CIBC WORLD MARKET INC.	0.17%	71.09K	6.36M	4.85K	+7.32%
Mar 31, 2024	CERTIFIED ADVISORY CORP	0.17%	73.48K	6.57M	1.88K	+2.63%
Mar 31, 2024	MARINER, LLC	0.18%	74.96K	6.7M	20.57K	+37.83%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.19%	81.78K	7.31M	14.63K	+21.79%
Mar 31, 2024	BLUESPHERE ADVISORS, LLC	0.19%	83.1K	7.43M	232	+0.28%
Mar 31, 2024	CITIGROUP INC	0.25%	108.95K	9.74M	-5.74K	-5.00%
Mar 31, 2024	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.43%	183.65K	16.42M	493	+0.27%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.45%	190.74K	17.05M	80.33K	+72.76%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.45%	194.02K	17.35M	-156.53K	-44.65%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.49%	209.35K	18.72M	25.15K	+13.65%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.49%	210.92K	18.86M	22.12K	+11.72%
Mar 31, 2024	CONNECTUS WEALTH, LLC	0.54%	231.36K	20.69M	20.16K	+9.55%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.75%	745.98K	66.7M	65.39K	+9.61%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8.04%	3.44M	307.35M	208.77K	+6.47%
Mar 31, 2024	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.19%	83.19K	7.44M	83.19K	+100.00%
Mar 31, 2024	THOROUGHBRED FINANCIAL SERVICES, LLC	0.2%	83.68K	7.48M	-475	-0.56%
Mar 31, 2024	SILVER OAK SECURITIES, INCORPORATED	0.22%	93.6K	8.37M	7.44K	+8.64%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.26%	109.67K	9.81M	6.46K	+6.26%
Mar 31, 2024	CENTAURUS FINANCIAL, INC.	0.26%	112.87K	10.09M	4.03K	+3.70%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.27%	115.58K	10.33M	56.66K	+96.16%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	121.63K	10.88M	35.81K	+41.73%
Mar 31, 2024	FLAGSHIP PRIVATE WEALTH, LLC	0.29%	122.56K	10.96M	8.88K	+7.81%
Mar 31, 2024	TOWER WEALTH PARTNERS, INC.	0.29%	124.22K	11.11M	745	+0.60%
Mar 31, 2024	SCOTIA CAPITAL INC.	0.36%	154.17K	13.78M	3.56K	+2.36%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.36%	154.53K	13.73M	54.13K	+53.91%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.37%	158.62K	14.18M	7.3K	+4.82%
Mar 31, 2024	DRAKE & ASSOCIATES, LLC	0.37%	159.27K	14.24M	8.17K	+5.41%
Mar 31, 2024	SIGMA PLANNING CORP	0.39%	168.41K	15.06M	93.95K	+126.18%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.56%	238.63K	21.34M	78.63K	+49.14%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.64%	273K	24.41M	45.73K	+20.12%
Mar 31, 2024	ROYAL BANK OF CANADA	0.65%	277.38K	24.8M	-1.49K	-0.53%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.73%	312.11K	27.91M	60.37K	+23.98%
Mar 31, 2024	BEAUMONT FINANCIAL ADVISORS, LLC	0.74%	315.4K	28.2M	-10K	-3.07%
Mar 31, 2024	STEPHENS INC /AR/	0.77%	330.42K	29.54M	22.96K	+7.47%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.87%	371.25K	33.18M	110.42K	+42.33%
Mar 31, 2024	UBS GROUP AG	1.05%	447.06K	39.97M	44.63K	+11.09%
Mar 31, 2024	LPL FINANCIAL LLC	1.47%	629.62K	56.29M	198.6K	+46.08%
Mar 31, 2024	FAGAN ASSOCIATES, INC.	0.1%	44.04K	3.94M	-1.23K	-2.71%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.1%	44.34K	3.96M	15.28K	+52.59%
Mar 31, 2024	USADVISORS WEALTH MANAGEMENT, LLC	0.11%	46.5K	4.16M	-3.23K	-6.50%
Mar 31, 2024	CEDAR BROOK FINANCIAL PARTNERS, LLC	0.11%	46.61K	4.17M	4.14K	+9.75%
Mar 31, 2024	180 WEALTH ADVISORS, LLC	0.11%	48.82K	4.36M	-1.3K	-2.60%
Mar 31, 2024	HUDOCK, INC.	0.12%	51.27K	4.58M	1.23K	+2.45%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.12%	52.11K	4.66M	-4.36K	-7.72%
Mar 31, 2024	CAPITAL ADVISORS, LTD. LLC	0.12%	52.3K	4.68M	-29	-0.06%
Dec 31, 2023	STEPHENS INC /AR/	0.72%	307.46K	24.76M	-1.84K	-0.59%
Dec 31, 2023		0.2%	85.87K	6.91M	85.87K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.82%	350.54K	28.06M	50.63K	+16.88%
Dec 31, 2023	UBS GROUP AG	0.94%	402.43K	32.4M	12.29K	+3.15%
Dec 31, 2023	LPL FINANCIAL LLC	1.01%	431.02K	34.71M	34.36K	+8.66%
Dec 31, 2023	WADDELL & ASSOCIATES, LLC	1.52%	648.18K	52.19M	256.36K	+65.43%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.59%	680.59K	54.8M	34.54K	+5.35%
Dec 31, 2023	MORGAN STANLEY	1.6%	684.82K	55.14M	32.26K	+4.94%
Dec 31, 2023	AMPLIUS WEALTH ADVISORS, LLC	1.69%	724.23K	58.31M	142K	+24.39%
Dec 31, 2023	ASSETMARK, INC	3.01%	1.28M	103.45M	-98.64K	-7.13%
Dec 31, 2023	OLD NATIONAL BANCORP /IN/	3.07%	1.31M	105.65M	87.1K	+7.11%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	7.55%	3.23M	259.98M	229.91K	+7.67%
Dec 31, 2023	BLACKROCK INC.	58.32%	24.93M	2.01B	198.39K	+0.80%
Dec 31, 2023	ATRIA INVESTMENTS, INC	0.12%	52.35K	4.21M	-18.24K	-25.84%
Dec 31, 2023	MARINER, LLC	0.13%	54.39K	4.38M	5.35K	+10.92%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.13%	56.46K	4.55M	453	+0.81%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.14%	58.92K	4.74M	5.44K	+10.18%
Dec 31, 2023	BEAUMONT FINANCIAL ADVISORS, LLC	0.76%	325.4K	26.2M	-70.63K	-17.83%
Dec 31, 2023	CIBC WORLD MARKET INC.	0.15%	66.24K	5.33M	-190	-0.29%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.16%	67.15K	5.41M	5.2K	+8.40%
Dec 31, 2023	CERTIFIED ADVISORY CORP	0.17%	71.6K	5.76M	3.4K	+4.98%
Dec 31, 2023	SIGMA PLANNING CORP	0.17%	74.46K	6M	49.49K	+198.17%
Dec 31, 2023	BLUESPHERE ADVISORS, LLC	0.19%	82.87K	6.67M	-16	-0.02%
Dec 31, 2023	THOROUGHBRED FINANCIAL SERVICES, LLC	0.2%	84.16K	6.78M	9.51K	+12.74%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	85.82K	6.91M	-1.77K	-2.02%
Dec 31, 2023	SILVER OAK SECURITIES, INCORPORATED	0.2%	86.16K	6.94M	28.76K	+50.11%
Dec 31, 2023	CONNECTICUT WEALTH MANAGEMENT, LLC	0.22%	95.84K	7.72M	0	0
Dec 31, 2023	ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	0.23%	99.78K	8.03M	9.05K	+9.98%
Dec 31, 2023	AMERITAS ADVISORY SERVICES, LLC	0.23%	100.4K	8.23M	-8.18K	-7.53%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.24%	101.33K	8.18M	-721	-0.71%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.24%	103.2K	8.31M	11.07K	+12.02%
Dec 31, 2023	CENTAURUS FINANCIAL, INC.	0.25%	108.84K	8.76M	1.43K	+1.34%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.26%	110.41K	8.89M	-49.3K	-30.87%
Dec 31, 2023	FLAGSHIP PRIVATE WEALTH, LLC	0.27%	113.69K	9.15M	5.33K	+4.92%
Dec 31, 2023	CITIGROUP INC	0.27%	114.69K	9.23M	1.13K	+1.00%
Dec 31, 2023	TOWER WEALTH PARTNERS, INC.	0.29%	123.48K	9.94M	-3.36K	-2.65%
Dec 31, 2023	SCOTIA CAPITAL INC.	0.35%	150.62K	12.13M	-2.76K	-1.80%
Dec 31, 2023	DRAKE & ASSOCIATES, LLC	0.35%	151.1K	12.17M	1.3K	+0.87%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.35%	151.32K	12.18M	-5.41K	-3.45%
Dec 31, 2023	ASSET ALLOCATION STRATEGIES LLC	0.37%	159.41K	12.84M	25.37K	+18.93%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.37%	160K	12.88M	37.56K	+30.68%
Dec 31, 2023	KAYE CAPITAL MANAGEMENT	0.39%	167.11K	13.8M	-4.07K	-2.38%
Dec 31, 2023	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.43%	183.16K	14.75M	3.16K	+1.76%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.43%	184.2K	14.83M	13.11K	+7.66%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.44%	188.8K	15.2M	51.71K	+37.72%
Dec 31, 2023	CONNECTUS WEALTH, LLC	0.49%	211.2K	17.01M	199.3K	+1,674.62%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.53%	227.27K	18.3M	-19.08K	-7.74%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.59%	251.73K	20.27M	55.35K	+28.19%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.61%	260.83K	21M	167.09K	+178.27%
Dec 31, 2023	ROYAL BANK OF CANADA	0.65%	278.87K	22.46M	-4.81K	-1.70%

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