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

Who are the major shareholders selling JPMorgan Equity Premium Income ETF stock?

NOTTINGHAM ADVISORS, INC., in the last quarter, reduced its stake in JEPI by -1.29% restricting it's holding to 671.91 thousand shares of worth nearly $38.46M. ROYAL BANK OF CANADA also lessened -1.87% of the JEPI shares from its portfolio, reducing its holding to 7.92 million shares of worth $453.16M. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also shunned JEPI shares holding by -6.87% last quarter which brought its holding to 1.89 million shares worth $108.40M.

Investors who are buying JEPI stock?

As per its latest 13F filing, BANK OF NEW YORK MELLON CORP increased its stake in JEPI by 7.19% in the last quarter. The institutional holder raised its holding to 2.14 million shares having worth more than $122.22M. CONFLUENCE WEALTH SERVICES, INC. also added 7.8% more shares of JEPI to its portfolio, raising its holding to 2.11 million shares of worth $121.03M. JONES FINANCIAL COMPANIES LLLP also increased its JEPI shares holding by 24.54% which brought its holding to 2.52 million shares worth $144.54M.

JEPI's major insiders: who are they?

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

Did an insider recently sell JEPI stock?

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

Which insider recently purchased JEPI stock?

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

How much of JEPI does insiders own?

Around 0 JPMorgan Equity Premium Income ETF shares are held by insiders, which represents about N/A of JEPI stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in JEPI?

NOTTINGHAM ADVISORS, INC. is the largest institutional owner in JEPI which holds 671.91 thousand shares worth $38.46M or 0.09% of the total JEPI shares outstanding followed by ROYAL BANK OF CANADA with ownership of 7.92 million shares representing 1.09% of the JEPI ownership. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is the third largest stakeholder with 1.89 million shares or 0.26% of the ownership worth more than $108.40M.

Is JPMorgan Equity Premium Income 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 JEPI is concerned, it is a stock which is optionable.

Is there a short position on JEPI's shares?

Number of JEPI 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 JEPI shares are there?

As of today, null shares of JEPI are outstanding.

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

JEPI 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 JEPI is null.

JPMorgan Equity Premium Income ETF (JEPI) 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. NOTTINGHAM ADVISORS, INC. is the top corporate investor, holding 671.91K shares valued at $38.46M. A 0.09% stake in JPMorgan Equity Premium Income ETF is owned by the company. ROYAL BANK OF CANADA owns 7.92M shares valued at $453.16M, which translates its holding of 1.09% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	NOTTINGHAM ADVISORS, INC.	0.09%	671.91K	38.46M	-8.81K	-1.29%
Dec 31, 2025	ROYAL BANK OF CANADA	1.09%	7.92M	453.16M	-150.54K	-1.87%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	1.89M	108.4M	-139.78K	-6.87%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.29%	2.14M	122.22M	143.18K	+7.19%
Dec 31, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.3%	2.11M	121.03M	152.93K	+7.80%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.35%	2.52M	144.54M	497.41K	+24.54%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.39%	2.83M	161.94M	-153.82K	-5.16%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.42%	3.08M	176.27M	-149.28K	-4.62%
Dec 31, 2025	TRAYNOR CAPITAL MANAGEMENT, INC.	0.13%	937.04K	53.64M	136.64K	+17.07%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.14%	997.65K	57.11M	-53.57K	-5.10%
Dec 31, 2025		0.13%	928.03K	53.12B	928.03K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.57%	4.18M	239.03M	-71.68K	-1.69%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.58%	4.26M	243.56M	-501.06K	-10.54%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.76%	5.53M	316.58M	370.33K	+7.18%
Dec 31, 2025	JPMORGAN CHASE & CO	0.78%	5.73M	327.81M	-2.49M	-30.29%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.78%	5.69M	326.05M	-731.21K	-11.38%
Dec 31, 2025	UBS GROUP AG	0.99%	7.18M	410.73M	-392.86K	-5.19%
Dec 31, 2025	NATIONWIDE FUND ADVISORS	1%	7.09M	405.83M	51.19K	+0.73%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.11%	8.1M	463.6M	825.89K	+11.36%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.36%	9.89M	566.18M	458.41K	+4.86%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.31%	16.81M	962.38M	-164.89K	-0.97%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.37%	31.82M	1.82B	-1.13M	-3.42%
Dec 31, 2025	MORGAN STANLEY	6.49%	47.23M	2.7B	261.87K	+0.56%
Dec 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.13%	928.45K	53.14M	-129.07K	-12.21%
Dec 31, 2025	STEPHENS INC /AR/	0.08%	619.86K	35.48M	-24.21K	-3.76%
Dec 31, 2025	TABLEAUX LLC	0.21%	1.5M	1.41M	1.41M	+1,462.32%
Dec 31, 2025	ENSTAR GROUP LTD	0.21%	1.54M	88.09M	0	0
Dec 31, 2025	FIRST FOUNDATION ADVISORS	0.21%	1.51M	86.49M	17.78K	+1.19%
Dec 31, 2025	FAS WEALTH PARTNERS, INC.	0.21%	1.55M	88.88M	18.32K	+1.19%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.14%	1.01M	57.77M	56.29K	+5.91%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.18%	1.3M	74.46M	-62.89K	-4.61%
Dec 31, 2025	PINNACLE ASSOCIATES LTD	0.1%	681.26K	39M	-13.57K	-1.95%
Dec 31, 2025	OAKWORTH CAPITAL, INC.	0.1%	713.16K	40.82M	45.2K	+6.77%
Dec 31, 2025	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.1%	727.04K	41.62M	477.94K	+191.86%
Dec 31, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.1%	732.38K	41.92M	44.38K	+6.45%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.1%	743.09K	42.53M	-40.03K	-5.11%
Dec 31, 2025	CORNERSTONE ADVISORY, LLC	0.28%	1.96M	112.3M	-64.33K	-3.17%
Dec 31, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.52%	3.8M	217.78M	737.04K	+24.03%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.23%	1.65M	94.5M	191.24K	+13.10%
Dec 31, 2025	CWM, LLC	0.23%	1.65M	94.62M	-294.01K	-15.10%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	1.75M	100.46M	175.32K	+11.10%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.25%	1.85M	106.11M	1.8M	+3,477.60%
Dec 31, 2025	FIRST FINANCIAL BANK - TRUST DIVISION	0.09%	605.47K	34.66M	41.56K	+7.37%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.09%	647.44K	37.06M	135.94K	+26.58%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.13%	959.49K	54.92M	-62.43K	-6.11%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.09%	657.51K	37.64M	24.33K	+3.84%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.14%	1.01M	57.78M	25.3K	+2.57%
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.14%	1.02M	58.23M	57.51K	+5.99%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.27%	1.98M	113.36M	74.19K	+3.89%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.37%	2.69M	154.13M	36.11K	+1.36%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.39%	2.88M	164.94M	-264.43K	-8.41%
Dec 31, 2025	LEBENTHAL GLOBAL ADVISORS, LLC	0.11%	765.68K	43.83M	16.88K	+2.25%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.12%	859.93K	49.22M	36.32K	+4.41%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.41%	3M	171.94M	72.43K	+2.47%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.42%	3.06M	175.35M	230.26K	+8.13%
Dec 31, 2025	JANE STREET GROUP, LLC	0.12%	848.02K	48.54M	778.22K	+1,114.92%
Dec 31, 2025	COLONY GROUP, LLC	0.14%	1.01M	58.14M	165.56K	+19.52%
Dec 31, 2025	CAPITAL ADVISORS INC/OK	0.16%	1.11M	63.3M	32.02K	+2.98%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.17%	1.23M	70.22M	58.11K	+4.97%
Dec 31, 2025	PROSPERITY CONSULTING GROUP, LLC	0.18%	1.28M	73.26M	145.62K	+12.84%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.19%	1.37M	79.61M	-138.54K	-9.16%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.09%	620.55K	35.43M	-1.75K	-0.28%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.09%	620.59K	35.44M	60.3K	+10.76%
Sep 30, 2025	FUNDAMENTUM, LLC	0.09%	633.32K	36.16M	109.29K	+20.86%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.09%	642.5K	36.69M	428	+0.07%
Sep 30, 2025	STEPHENS INC /AR/	0.09%	644.07K	36.78M	30.57K	+4.98%
Sep 30, 2025	NOTTINGHAM ADVISORS, INC.	0.09%	680.73K	38.87M	60.49K	+9.75%
Sep 30, 2025	OAKWORTH CAPITAL, INC.	0.09%	667.97K	38.14M	15.48K	+2.37%
Sep 30, 2025	TRAYNOR CAPITAL MANAGEMENT, INC.	0.11%	800.4K	45.7M	140.72K	+21.33%
Sep 30, 2025	TCFG WEALTH MANAGEMENT, LLC	0.11%	831.83K	391.3K	810.74K	+3,843.46%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.16%	1.17M	66.73M	24.72K	+2.16%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.13%	953.04K	54.42M	-430.23K	-31.10%
Sep 30, 2025	LPL FINANCIAL LLC	0.58%	4.25M	242.54M	333.15K	+8.51%
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.09%	686.62K	39.21M	36.35K	+5.59%
Sep 30, 2025	HILTON CAPITAL MANAGEMENT, LLC	0.09%	686.94K	39.22M	-47.88K	-6.52%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.2%	1.46M	83.34M	132.81K	+10.01%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.39%	2.83M	161.77M	-524.68K	-15.63%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.4%	2.93M	167.38M	-133.49K	-4.36%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.41%	2.98M	170.33M	61.84K	+2.12%
Sep 30, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.42%	3.07M	174.7M	163.75K	+5.64%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.43%	3.15M	179.64M	-38.69K	-1.21%
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.44%	3.23M	184.36M	-142.96K	-4.24%
Sep 30, 2025	CAPITAL ADVISORS INC/OK	0.15%	1.07M	61.32M	29.23K	+2.80%
Sep 30, 2025	PROSPERITY CONSULTING GROUP, LLC	0.16%	1.13M	64.77M	319.25K	+39.17%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.19%	1.36M	77.86M	-63.38K	-4.44%
Sep 30, 2025	FIRST FOUNDATION ADVISORS	0.21%	1.49M	85.27M	62.52K	+4.37%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	1.51M	86.01M	-15.55K	-1.02%
Sep 30, 2025	FAS WEALTH PARTNERS, INC.	0.21%	1.53M	87.62M	54.94K	+3.71%
Sep 30, 2025	ENSTAR GROUP LTD	0.21%	1.54M	87.88M	0	0
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	1.58M	90.2M	39.88K	+2.59%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.26%	1.91M	108.85M	120.54K	+6.75%
Sep 30, 2025	CWM, LLC	0.27%	1.95M	111.18M	-13.28K	-0.68%
Sep 30, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.27%	1.96M	112M	107.48K	+5.80%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.27%	1.99M	113.75M	283.73K	+16.61%
Sep 30, 2025	CORNERSTONE ADVISORY, LLC	0.28%	2.03M	115.7M	64.27K	+3.28%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.28%	2.03M	115.44M	581.22K	+40.19%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	2.03M	116.12M	38.87K	+1.95%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.37%	2.66M	151.69M	55.84K	+2.15%
Sep 30, 2025		0.45%	3.28M	187.2M	3.28M	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.65%	4.76M	271.57M	-335.83K	-6.60%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.71%	5.16M	294.66M	1.47M	+39.66%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.88%	6.43M	367.05M	177.06K	+2.83%
Sep 30, 2025	NATIONWIDE FUND ADVISORS	0.97%	7.04M	401.91M	55.47K	+0.79%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1%	7.27M	415.31M	201.2K	+2.85%
Sep 30, 2025	UBS GROUP AG	1.04%	7.57M	432.16M	-897.45K	-10.60%
Sep 30, 2025	PINNACLE ASSOCIATES LTD	0.1%	694.84K	39.68M	11.06K	+1.62%
Sep 30, 2025	TCG ADVISORY SERVICES, LLC	0.1%	736.32K	42.04M	48K	+6.97%
Sep 30, 2025	LEBENTHAL GLOBAL ADVISORS, LLC	0.1%	748.8K	42.76M	12.35K	+1.68%
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.13%	959.78K	54.8M	3.62K	+0.38%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.14%	984.07K	56.19M	45.58K	+4.86%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.14%	1.02M	58.35M	14.73K	+1.46%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.14%	1.05M	60.02M	-435.07K	-29.27%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.15%	1.06M	60.38M	75.61K	+7.70%
Sep 30, 2025	ROYAL BANK OF CANADA	1.11%	8.07M	460.64M	-200.23K	-2.42%
Sep 30, 2025	JPMORGAN CHASE & CO	1.13%	8.22M	469.12M	-5.19M	-38.71%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.11%	783.11K	44.72M	-70.56K	-8.27%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.11%	771.91K	44.08M	29.77K	+4.01%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.11%	823.61K	47.03M	-4.91K	-0.59%
Sep 30, 2025	COLONY GROUP, LLC	0.12%	848.09K	48.43M	67.49K	+8.65%
Sep 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.09%	688K	39.28M	27.48K	+4.16%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.3%	9.43M	538.62M	493.64K	+5.52%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.34%	16.98M	969.44M	543.7K	+3.31%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.54%	32.95M	1.88B	-426.62K	-1.28%
Sep 30, 2025	MORGAN STANLEY	6.47%	46.97M	2.68B	1.14M	+2.49%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.07%	528.54K	30.18M	6.08K	+1.16%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.07%	540.36K	30.86M	-3.34K	-0.61%
Sep 30, 2025	FIRST FINANCIAL BANK - TRUST DIVISION	0.08%	563.91K	32.2M	35.3K	+6.68%
Sep 30, 2025	COASTAL BRIDGE ADVISORS, LLC	0.09%	617.93K	35.28M	-12.35K	-1.96%
Jun 30, 2025	NOTTINGHAM ADVISORS, INC.	0.09%	620.23K	35.26M	2.11K	+0.34%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.71%	5.09M	289.48M	188.61K	+3.85%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.47%	3.37M	191.68M	-56.74K	-1.65%
Jun 30, 2025	LPL FINANCIAL LLC	0.54%	3.91M	222.53M	1.41M	+56.29%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.12%	828.51K	47.1M	34.34K	+4.32%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.98%	7.07M	402.05M	636.59K	+9.89%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.25%	1.79M	101.52M	291.98K	+19.55%
Jun 30, 2025	FIRST FOUNDATION ADVISORS	0.2%	1.43M	81.34M	-72.11K	-4.80%
Jun 30, 2025	HAMILTON CAPITAL, LLC	0.18%	1.27M	72.37M	1.27M	+100.00%
Jun 30, 2025	TEAMWORK FINANCIAL ADVISORS, LLC	0.13%	907.94K	51.62M	154.25K	+20.47%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.12%	853.67K	48.53M	-142.37K	-14.29%
Jun 30, 2025	PROSPERITY CONSULTING GROUP, LLC	0.11%	815.08K	46.34M	51.1K	+6.69%
Jun 30, 2025	COLONY GROUP, LLC	0.11%	780.6K	44.38M	49.79K	+6.81%
Jun 30, 2025	LEBENTHAL GLOBAL ADVISORS, LLC	0.1%	736.46K	41.87M	104.6K	+16.56%
Jun 30, 2025	HILTON CAPITAL MANAGEMENT, LLC	0.1%	734.82K	41.77M	205.64K	+38.86%
Jun 30, 2025	MORGAN STANLEY	6.38%	45.83M	2.61B	1.92M	+4.38%
Jun 30, 2025	UBS GROUP AG	1.18%	8.47M	481.29M	114.03K	+1.37%
Jun 30, 2025	ROYAL BANK OF CANADA	1.15%	8.27M	470.01M	148.41K	+1.83%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.47%	3.36M	190.89M	158.65K	+4.96%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	1.99M	113.4M	-48.89K	-2.39%
Jun 30, 2025	CORNERSTONE ADVISORY, LLC	0.27%	1.96M	111.54M	35.59K	+1.85%
Jun 30, 2025	CWM, LLC	0.27%	1.96M	111.45M	20.63K	+1.06%
Jun 30, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.26%	1.85M	105.4M	87.29K	+4.94%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.24%	1.71M	97.12M	1.12M	+191.48%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.21%	1.49M	84.49M	374.98K	+33.74%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.2%	1.43M	81.12M	-60.56K	-4.07%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.51%	3.69M	210.05M	-170.55K	-4.41%
Jun 30, 2025	FUNDAMENTUM, LLC	0.07%	524.03K	29.79M	79.06K	+17.77%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.07%	513.45K	29.19M	-9.91K	-1.89%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.07%	507.45K	28.86M	-853.33K	-62.71%
Jun 30, 2025		0.06%	404.89K	23.02M	404.89K	+100.00%
Jun 30, 2025	HORIZON ADVISORY SERVICES, INC.	0.07%	473.98K	26.95M	9.29K	+2.00%
Jun 30, 2025	BOUCHEY FINANCIAL GROUP LTD	0.06%	463.02K	26.32M	10.21K	+2.25%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.06%	438.74K	24.94M	7.64K	+1.77%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.06%	429.98K	24.44M	-9.88K	-2.25%
Jun 30, 2025	LEE JOHNSON CAPITAL MANAGEMENT, LLC	0.06%	414.24K	23.55M	106.73K	+34.71%
Jun 30, 2025	WAGNER WEALTH MANAGEMENT, LLC	0.06%	411.8K	23.41M	26.91K	+6.99%
Jun 30, 2025	COOPER FINANCIAL GROUP	0.06%	407.61K	23.17M	46.74K	+12.95%
Jun 30, 2025	PATTEN & PATTEN INC/TN	0.05%	394.43K	22.42M	-29.95K	-7.06%
Jun 30, 2025	ADVANCE CAPITAL MANAGEMENT, INC.	0.05%	392.02K	22.29M	19.4K	+5.21%
Jun 30, 2025	DAVENPORT & CO LLC	0.05%	390.73K	22.21M	53.09K	+15.72%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.18%	1.33M	75.43M	107.15K	+8.78%
Jun 30, 2025	FIRST FINANCIAL BANK - TRUST DIVISION	0.07%	528.61K	30.05M	528.61K	+100.00%
Jun 30, 2025	HBW ADVISORY SERVICES LLC	0.07%	524.38K	29.81M	-23.84K	-4.35%
Jun 30, 2025	NATIONWIDE FUND ADVISORS	0.97%	6.98M	397M	6.98M	+100.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.41%	2.92M	166.06M	450.3K	+18.22%
Jun 30, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.4%	2.9M	165.08M	859.88K	+42.07%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.36%	2.6M	147.85M	123.3K	+4.98%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	1.53M	87.03M	-182.94K	-10.69%
Jun 30, 2025	FAS WEALTH PARTNERS, INC.	0.21%	1.48M	84.11M	63.94K	+4.52%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.2%	1.45M	81.94M	777.59K	+116.32%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.19%	1.38M	78.64M	119.03K	+9.41%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.24%	8.94M	508.2M	1.33M	+17.45%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.17%	1.22M	69.32M	26.41K	+2.21%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.16%	1.14M	65.03M	15.7K	+1.39%
Jun 30, 2025	CAPITAL ADVISORS INC/OK	0.15%	1.04M	59.39M	18.82K	+1.83%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.14%	981.92K	55.82M	30.33K	+3.19%
Jun 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.13%	956.17K	54.36M	820.01K	+602.25%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.1%	734.26K	41.79M	131.06K	+21.73%
Jun 30, 2025	TCG ADVISORY SERVICES, LLC	0.1%	688.32K	39.13M	15.49K	+2.30%
Jun 30, 2025	PINNACLE ASSOCIATES LTD	0.1%	683.78K	38.87M	5.21K	+0.77%
Jun 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.09%	660.52K	37.55M	26.74K	+4.22%
Jun 30, 2025	TRAYNOR CAPITAL MANAGEMENT, INC.	0.09%	659.68K	37.46M	531.39K	+414.21%
Jun 30, 2025	OAKWORTH CAPITAL, INC.	0.09%	652.49K	37.09M	2.02K	+0.31%
Jun 30, 2025	SYNOVUS FINANCIAL CORP	0.09%	650.28K	36.97M	26.91K	+4.32%
Jun 30, 2025	MELIA WEALTH LLC	0.09%	645.24K	36.68M	33.36K	+5.45%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.09%	642.07K	36.5M	622.91K	+3,250.58%
Jun 30, 2025	COASTAL BRIDGE ADVISORS, LLC	0.09%	630.28K	35.83M	109.57K	+21.04%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.09%	622.3K	35.38M	-29.15K	-4.48%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.09%	617.96K	35.13M	56.71K	+10.10%
Jun 30, 2025	STEPHENS INC /AR/	0.09%	613.5K	34.88M	24.03K	+4.08%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.08%	560.28K	31.85M	161.52K	+40.50%
Jun 30, 2025	WNY ASSET MANAGEMENT, LLC	0.08%	554.08K	31.5M	218.25K	+64.99%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.08%	551.14K	31.33M	289.86K	+110.94%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.08%	543.7K	30.92M	34.37K	+6.75%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.14%	1.01M	57.26M	115.48K	+12.95%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.64%	33.37M	1.9B	690.96K	+2.11%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	938.49K	53.35M	70.11K	+8.07%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.29%	16.43M	934.28M	719.78K	+4.58%
Jun 30, 2025	JPMORGAN CHASE & CO	1.87%	13.4M	762.05M	-14.77M	-52.42%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.87%	6.25M	355.33M	85.33K	+1.38%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.44%	3.18M	181.05M	-543.6K	-14.58%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.43%	3.06M	174.24M	30.91K	+1.02%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	1.54M	87.54M	100.36K	+6.97%
Jun 30, 2025	ENSTAR GROUP LTD	0.21%	1.54M	87.49M	0	0
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.1%	7.61M	434.91M	774.66K	+11.33%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.18%	1.22M	69.69M	145.92K	+13.59%
Mar 31, 2025	REQUISITE CAPITAL MANAGEMENT, LLC	0.18%	1.26M	71.89M	-85.16K	-6.34%
Mar 31, 2025	SANDY SPRING BANK	0.11%	770.71K	44.04M	35.82K	+4.87%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.11%	794.18K	45.38M	35.27K	+4.65%
Mar 31, 2025	FIRST FOUNDATION ADVISORS	0.22%	1.5M	85.87M	-93.53K	-5.86%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.13%	891.71K	50.95M	73.21K	+8.94%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.14%	996.04K	56.91M	226.46K	+29.43%
Mar 31, 2025	FAS WEALTH PARTNERS, INC.	0.2%	1.42M	80.89M	100.55K	+7.65%
Mar 31, 2025	CAPITAL ADVISORS INC/OK	0.15%	1.03M	58.62M	153.65K	+17.62%
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	0.22%	1.49M	84.99M	83.72K	+5.96%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.16%	1.11M	63.5M	21.13K	+1.94%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.16%	1.13M	61.85M	-37.27K	-3.20%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.17%	1.19M	68.16M	209.92K	+21.35%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.22%	1.49M	85.35M	172.31K	+13.04%
Mar 31, 2025	ENSTAR GROUP LTD	0.22%	1.54M	87.94M	0	0
Mar 31, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.26%	1.77M	95.78M	182.81K	+11.54%
Mar 31, 2025	CORNERSTONE ADVISORY, LLC	0.28%	1.93M	106.71M	81.85K	+4.44%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.46%	3.2M	182.8M	466.2K	+17.06%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.18%	1.26M	72.24M	51.23K	+4.22%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	1.44M	82.25M	72.4K	+5.30%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.25%	1.71M	97.76M	130.87K	+8.28%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.93%	6.44M	367.73M	833.29K	+14.87%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.89%	6.16M	352.26M	497.49K	+8.78%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.5%	3.43M	175.33M	-11.65K	-0.34%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.2%	1.36M	77.75M	99.62K	+7.90%
Mar 31, 2025	JPMORGAN CHASE & CO	4.08%	28.17M	1.61B	7.44M	+35.91%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.73%	32.68M	1.87B	1.43M	+4.57%
Mar 31, 2025	MORGAN STANLEY	6.35%	43.91M	2.51B	2.4M	+5.77%
Mar 31, 2025	ROYAL BANK OF CANADA	1.17%	8.12M	463.93M	772.86K	+10.52%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	868.38K	49.62M	88.5K	+11.35%
Mar 31, 2025	PROSPERITY CONSULTING GROUP, LLC	0.11%	763.98K	43.65M	53.86K	+7.58%
Mar 31, 2025	TEAMWORK FINANCIAL ADVISORS, LLC	0.11%	753.69K	43.07M	126.5K	+20.17%
Mar 31, 2025	COLONY GROUP, LLC	0.11%	730.81K	41.76M	47.21K	+6.91%
Mar 31, 2025	PINNACLE ASSOCIATES LTD	0.1%	678.57K	38.77M	47.31K	+7.49%
Mar 31, 2025	TCG ADVISORY SERVICES, LLC	0.1%	672.82K	38.45M	101.38K	+17.74%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.44%	3.03M	173.36M	201.78K	+7.12%
Mar 31, 2025	LPL FINANCIAL LLC	0.36%	2.5M	143.11M	275.41K	+12.36%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.36%	2.48M	141.56M	18.04K	+0.73%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.36%	2.47M	141.18M	219.01K	+9.73%
Mar 31, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.3%	2.04M	116.79M	41.05K	+2.05%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	2.04M	116.77M	73.42K	+3.73%
Mar 31, 2025	CWM, LLC	0.28%	1.94M	110.84M	-35.86K	-1.82%
Mar 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.14%	951.59K	54.37M	21K	+2.26%
Mar 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.14%	936.02K	53.48M	426.92K	+83.86%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.71%	4.9M	280.17M	778.43K	+18.87%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.27%	15.71M	897.92M	1.16M	+7.97%
Mar 31, 2025	UBS GROUP AG	1.21%	8.35M	477.23M	683.48K	+8.91%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.56%	3.87M	220.87M	241.17K	+6.65%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.54%	3.73M	213.04M	46.27K	+1.26%
Mar 31, 2024	CETERA ADVISORS LLC	0.19%	1.11M	64.14M	188.53K	+20.49%
Mar 31, 2024	CONFLUENCE WEALTH SERVICES, INC.	0.2%	1.17M	67.76M	212.35K	+22.15%
Mar 31, 2024	CLEARSTEAD ADVISORS, LLC	0.21%	1.19M	68.01M	42.23K	+3.67%
Mar 31, 2024	ENSTAR GROUP LTD	0.28%	1.63M	94.2M	-115.24K	-6.61%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.4%	2.43M	140.73M	322.91K	+15.31%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.37%	2.14M	123.91M	-77.97K	-3.51%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.44%	2.68M	155.18M	258.47K	+10.67%
Mar 31, 2024	RIVERFRONT INVESTMENT GROUP, LLC	0.49%	2.84M	164.29M	573.49K	+25.31%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.51%	2.95M	170.67M	2.95M	+100.00%
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0.58%	3.36M	192.17M	183.16K	+5.77%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.72%	4.14M	239.29M	3.32M	+406.20%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.04%	6.3M	364.69M	-181.11K	-2.79%
Mar 31, 2024	GLOBAL ASSETS ADVISORY, LLC	1.07%	6.17M	107.65M	6.06M	+5,858.13%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.08%	6.56M	379.82M	727.71K	+12.47%
Mar 31, 2024	ROYAL BANK OF CANADA	1.11%	6.74M	390.03M	-119.44K	-1.74%
Mar 31, 2024	JPMORGAN CHASE & CO	3.63%	22.03M	1.27B	815.6K	+3.84%
Mar 31, 2024	PINNACLE ASSOCIATES LTD	0.1%	621.97K	35.99M	35.03K	+5.97%
Mar 31, 2024	EATON FINANCIAL HOLDINGS COMPANY, LLC	0.1%	636.83K	36.85M	68.1K	+11.97%
Mar 31, 2024	ATLANTIC UNION BANKSHARES CORP	0.11%	692.76K	40.08M	-37.32K	-5.11%
Mar 31, 2024	MARKS WEALTH, LLC	0.12%	724.42K	41.91M	724.42K	+100.00%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	0.12%	725.25K	41.96M	30.78K	+4.43%
Mar 31, 2024	UBS GROUP AG	1.11%	6.73M	389.47M	988.1K	+17.20%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.02%	12.25M	708.84M	1.09M	+9.72%
Mar 31, 2024	CWM, LLC	0.21%	1.21M	69.74M	638.48K	+112.63%
Mar 31, 2024	FIRST FOUNDATION ADVISORS	0.21%	1.2M	69.61M	576.07K	+91.87%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	4.39%	26.65M	1.54B	815.77K	+3.16%
Mar 31, 2024	CAPITAL ADVISORS INC/OK	0.13%	750.01K	43.4M	29.75K	+4.13%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.13%	807.25K	46.71M	51.25K	+6.78%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.18%	1.09M	63.09M	-316.33K	-22.49%
Mar 31, 2024	FAS WEALTH PARTNERS, INC.	0.23%	1.31M	75.69M	97.68K	+8.07%
Mar 31, 2024	LPL FINANCIAL LLC	0.24%	1.44M	83.14M	241.97K	+20.25%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.26%	1.5M	87.03M	82.66K	+5.81%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.28%	1.6M	92.54M	23.48K	+1.49%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.3%	1.71M	98.72M	192.09K	+12.69%
Mar 31, 2024	CORNERSTONE ADVISORY, LLC	0.3%	1.72M	99.29M	99.44K	+6.15%
Mar 31, 2024	REQUISITE CAPITAL MANAGEMENT, LLC	0.3%	1.75M	101.43M	-174.68K	-9.06%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.31%	1.87M	108.09M	268.12K	+16.76%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.31%	1.9M	110.02M	15.91K	+0.84%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.33%	1.98M	114.71M	49.22K	+2.55%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	2.15M	124.11M	163.02K	+8.22%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.37%	2.14M	123.61M	66.4K	+3.21%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.41%	2.5M	144.84M	703.73K	+39.10%
Mar 31, 2024	MORGAN STANLEY	6.12%	37.14M	2.15B	3.37M	+9.99%
Mar 31, 2024	NOTTINGHAM ADVISORS, INC.	0.13%	770.8K	44.6M	-47.01K	-5.75%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.14%	779.44K	45.1M	97.08K	+14.23%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.14%	782.74K	45.29M	39.69K	+5.34%
Mar 31, 2024	AMERICANA PARTNERS, LLC	0.14%	786.89K	45.53M	45.82K	+6.18%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.14%	805.91K	46.63M	-166.1K	-17.09%
Mar 31, 2024	RATIONAL ADVISORS LLC	0.14%	823.54K	47.65M	-157.02K	-16.01%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.14%	827.58K	47.88M	155.78K	+23.19%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.14%	828.72K	47.95M	132.29K	+19.00%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.15%	853.04K	49.36M	156.15K	+22.41%
Mar 31, 2024	LEBENTHAL GLOBAL ADVISORS, LLC	0.16%	920.64K	53.27M	4.25K	+0.46%
Mar 31, 2024	EXCHANGE TRADED CONCEPTS, LLC	0.17%	966.84K	55.94M	966.84K	+100.00%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.18%	1.04M	60.06M	137.5K	+15.27%
Dec 31, 2023	AMERICANA PARTNERS, LLC	0.13%	741.06K	42.71M	-21.39K	-2.81%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.13%	756.01K	41.57M	60.89K	+8.76%
Dec 31, 2023	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.14%	787.21K	43.28M	6.67K	+0.85%
Dec 31, 2023	CAMBRIDGE TRUST CO	0.14%	797.3K	43.84M	12.66K	+1.61%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.15%	817.01K	44.92M	191.66K	+30.65%
Dec 31, 2023	NOTTINGHAM ADVISORS, INC.	0.15%	817.81K	40.01M	31.83K	+4.05%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.16%	900.56K	49.51M	171.54K	+23.53%
Dec 31, 2023	LEBENTHAL GLOBAL ADVISORS, LLC	0.16%	916.4K	50.38M	27.67K	+3.11%
Dec 31, 2023	CETERA ADVISORS LLC	0.16%	920.05K	50.58M	-2.44K	-0.26%
Dec 31, 2023		0.17%	950.28K	52.55M	14.51K	+1.55%
Dec 31, 2023	CONFLUENCE WEALTH SERVICES, INC.	0.17%	958.8K	52.71M	558.3K	+139.40%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.17%	972.01K	53.44M	-67.93K	-6.53%
Dec 31, 2023	RATIONAL ADVISORS LLC	0.17%	980.56K	53.91M	-59.71K	-5.74%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.19%	1.09M	60.99M	88.66K	+8.85%
Dec 31, 2023	CLEARSTEAD ADVISORS, LLC	0.2%	1.15M	63.22M	41.06K	+3.70%
Dec 31, 2023	LPL FINANCIAL LLC	0.21%	1.19M	65.69M	223.98K	+23.07%
Dec 31, 2023	FAS WEALTH PARTNERS, INC.	0.22%	1.21M	66.55M	20.08K	+1.69%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.43%	2.42M	133.25M	22	0.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.25%	1.41M	77.34M	-129.61K	-8.44%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.25%	1.42M	78.16M	838.34K	+143.75%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.27%	1.51M	83.24M	248.16K	+19.60%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.28%	1.58M	86.64M	20.08K	+1.29%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.28%	1.6M	87.96M	-332.82K	-17.22%
Dec 31, 2023	CORNERSTONE ADVISORY, LLC	0.29%	1.62M	88.88M	27.73K	+1.75%
Dec 31, 2023	ENSTAR GROUP LTD	0.31%	1.74M	95.85M	1.74M	+100.00%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.32%	1.8M	98.94M	521.37K	+40.79%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.34%	1.89M	103.67M	24.94K	+1.34%
Dec 31, 2023	REQUISITE CAPITAL MANAGEMENT, LLC	0.34%	1.93M	106.84M	-208.96K	-9.78%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.34%	1.93M	106.29M	109.01K	+5.98%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	1.98M	108.97M	32.97K	+1.69%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.37%	2.07M	113.81M	96.45K	+4.89%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.38%	2.11M	115.94M	550.54K	+35.31%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.39%	2.22M	122.03M	-7.79K	-0.35%
Dec 31, 2023	RIVERFRONT INVESTMENT GROUP, LLC	0.4%	2.27M	124.58M	1.52K	+0.07%
Dec 31, 2023	CIBC PRIVATE WEALTH GROUP, LLC	0.56%	3.17M	174.41M	187.66K	+6.29%
Dec 31, 2023	UBS GROUP AG	1.02%	5.74M	315.76M	-52.33K	-0.90%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.04%	5.84M	320.91M	315.59K	+5.72%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.15%	6.48M	356.59M	-1.19M	-15.54%
Dec 31, 2023	ROYAL BANK OF CANADA	1.22%	6.86M	377.18M	-77.27K	-1.11%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.99%	11.17M	613.9M	-46.38K	-0.41%
Dec 31, 2023	JPMORGAN CHASE & CO	3.77%	21.22M	1.17B	-304.71K	-1.42%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	4.59%	25.83M	1.42B	-856.17K	-3.21%
Dec 31, 2023	MORGAN STANLEY	6.01%	33.76M	1.86B	1.07M	+3.27%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.12%	682.36K	37.52M	119.3K	+21.19%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	0.12%	694.47K	38.18M	3.95K	+0.57%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.12%	696.43K	38.41M	21.95K	+3.25%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.12%	696.89K	38.31M	48.01K	+7.40%
Dec 31, 2023	CAPITAL ADVISORS INC/OK	0.13%	720.26K	39.6M	2.11K	+0.29%
Dec 31, 2023	ATLANTIC UNION BANKSHARES CORP	0.13%	730.08K	40.14M	13.26K	+1.85%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.13%	743.05K	40.85M	94.45K	+14.56%

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