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

Who are the major shareholders selling Multi-Asset Diversified Income Index Fund stock?

COMMONWEALTH EQUITY SERVICES, LLC, in the last quarter, reduced its stake in MDIV by -38.58% restricting it's holding to 252.73 thousand shares of worth nearly $4.09M. CETERA INVESTMENT ADVISERS also lessened -9.77% of the MDIV shares from its portfolio, reducing its holding to 278.67 thousand shares of worth $4.51M. HARVEST INVESTMENT SERVICES, LLC also shunned MDIV shares holding by -2.7% last quarter which brought its holding to 115.29 thousand shares worth $1.86M.

Investors who are buying MDIV stock?

As per its latest 13F filing, ROCKEFELLER CAPITAL MANAGEMENT L.P. increased its stake in MDIV by 7.02% in the last quarter. The institutional holder raised its holding to 192.86 thousand shares having worth more than $3.12M. WELLS FARGO & COMPANY/MN also added 3.15% more shares of MDIV to its portfolio, raising its holding to 287.87 thousand shares of worth $4.65M. RAYMOND JAMES FINANCIAL INC also increased its MDIV shares holding by 45.46% which brought its holding to 369.42 thousand shares worth $5.97M.

MDIV's major insiders: who are they?

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

Did an insider recently sell MDIV stock?

Company executives, directors, and other insiders own N/A percent of Multi-Asset Diversified Income Index Fund's stock. Within the last six months, there have been 0 transaction(s) in which MDIV insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased MDIV stock?

There have been 0 transaction(s) during the past 6-months in which Multi-Asset Diversified Income Index Fund insiders have bought stock, totalling 0 shares

How much of MDIV does insiders own?

Around 0 Multi-Asset Diversified Income Index Fund shares are held by insiders, which represents about N/A of MDIV stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in MDIV?

ROCKEFELLER CAPITAL MANAGEMENT L.P. is the largest institutional owner in MDIV which holds 192.86 thousand shares worth $3.12M or 0.8% of the total MDIV shares outstanding followed by COMMONWEALTH EQUITY SERVICES, LLC with ownership of 252.73 thousand shares representing 1.05% of the MDIV ownership. CETERA INVESTMENT ADVISERS is the third largest stakeholder with 278.67 thousand shares or 1.16% of the ownership worth more than $4.51M.

Is Multi-Asset Diversified Income Index Fund stock optionable?

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

Is there a short position on MDIV's shares?

Number of MDIV 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 MDIV shares are there?

As of today, null shares of MDIV are outstanding.

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

MDIV 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 MDIV is null.

Multi-Asset Diversified Income Index Fund (MDIV) 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. ROCKEFELLER CAPITAL MANAGEMENT L.P. is the top corporate investor, holding 192.86K shares valued at $3.12M. A 0.8% stake in Multi-Asset Diversified Income Index Fund is owned by the company. COMMONWEALTH EQUITY SERVICES, LLC owns 252.73K shares valued at $4.09M, which translates its holding of 1.05% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.8%	192.86K	3.12M	12.66K	+7.02%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.05%	252.73K	4.09M	-158.72K	-38.58%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.16%	278.67K	4.51M	-30.17K	-9.77%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.2%	287.87K	4.65M	8.8K	+3.15%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.54%	369.42K	5.97M	115.46K	+45.46%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.41%	98.4K	1.59M	3.3K	+3.47%
Mar 31, 2026	HARVEST INVESTMENT SERVICES, LLC	0.48%	115.29K	1.86M	-3.2K	-2.70%
Mar 31, 2026	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.49%	117.91K	1.91M	2.42K	+2.10%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.59%	141.12K	2.28M	-27.42K	-16.27%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.66%	159.58K	2.58M	-10.52K	-6.19%
Mar 31, 2026	ROYAL BANK OF CANADA	1.75%	419.48K	6.78M	9.78K	+2.39%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	2.03%	486.66K	7.87M	68.12K	+16.27%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.35%	564.28K	9.12M	6.66K	+1.19%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	2.72%	653.91K	10.57M	-10.95K	-1.65%
Mar 31, 2026	FIFTH THIRD BANCORP	0.05%	12.13K	196.15K	12.13K	+100.00%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.05%	12.1K	195.7K	-1.53K	-11.23%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	13.19K	213.24K	264	+2.04%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.06%	13.84K	223.85K	117	+0.85%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.06%	14.47K	233.89K	2.16K	+17.55%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.06%	14.78K	239K	-529	-3.46%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	23.84K	387.23K	-3.04K	-11.29%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.06%	15.04K	243.24K	-3.45K	-18.66%
Mar 31, 2026	KEYSTONE FINANCIAL GROUP	0.07%	16.44K	265.8K	347	+2.16%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.07%	17.54K	283.69K	-833	-4.53%
Mar 31, 2026	IFP ADVISORS, INC	0.08%	19.77K	319.67K	-450	-2.23%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.08%	19.97K	322.93K	-2.01K	-9.15%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.12%	27.63K	446.83K	-23.15K	-45.59%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.12%	27.69K	447.73K	-33.28K	-54.58%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	32.54K	526.12K	32.54K	+100.00%
Mar 31, 2026	LARSON FINANCIAL GROUP LLC	0.14%	33.62K	543.62K	-600	-1.75%
Mar 31, 2026	HIGHPOINT ADVISOR GROUP LLC	0.09%	21.01K	339.69K	141	+0.68%
Mar 31, 2026	FREEDOM FINANCIAL PARTNERS LLC	0.16%	37.5K	606.48K	1.83K	+5.14%
Mar 31, 2026	ROCKPORT WEALTH LLC	1.07%	257.15K	4.16M	434	+0.17%
Mar 31, 2026	LPL FINANCIAL LLC	4.42%	1.06M	17.16M	54.65K	+5.43%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.14%	34.61K	559.59K	2.57K	+8.04%
Mar 31, 2026	WELLINGTON SHIELDS & CO., LLC	0.14%	34.63K	559.97K	20.61K	+146.92%
Mar 31, 2026	INTRUA FINANCIAL, LLC	0.15%	35.04K	566.56K	49	+0.14%
Mar 31, 2026	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.15%	36.99K	598.13K	-2.28K	-5.82%
Mar 31, 2026	MORGAN STANLEY	5.12%	1.23M	19.88M	366.03K	+42.40%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.68%	163.31K	2.64M	-942	-0.57%
Mar 31, 2026	RPG FAMILY WEALTH ADVISORY, LLC	0.09%	21.65K	350.08K	1.2K	+5.87%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.18%	43.11K	697.09K	43.11K	+100.00%
Mar 31, 2026	PROACTIVE WEALTH STRATEGIES LLC	0.18%	43.26K	699.5K	21.63K	+100.00%
Mar 31, 2026	SIGMA PLANNING CORP	0.18%	43.61K	705.18K	-693	-1.56%
Mar 31, 2026	PSI ADVISORS, LLC	0.18%	43.9K	709.87K	8.77K	+24.96%
Mar 31, 2026	TRUEWEALTH ADVISORS, LLC	0.19%	45.04K	728.28K	-2.96K	-6.17%
Mar 31, 2026	CITADEL ADVISORS LLC	0.19%	46.46K	751.27K	27.2K	+141.24%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.2%	48.26K	780K	-2.04K	-4.05%
Mar 31, 2026	ENDOWMENT WEALTH MANAGEMENT, INC.	0.21%	51.47K	832.28K	1.6K	+3.21%
Mar 31, 2026	FORTIS GROUP ADVISORS, LLC	0.22%	52.73K	880.55K	-1.02K	-1.90%
Mar 31, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.23%	55.23K	893.12K	-1.46K	-2.58%
Mar 31, 2026		0.17%	41.66K	673.58K	-163	-0.39%
Mar 31, 2026	TCFG WEALTH MANAGEMENT, LLC	0.24%	58.03K	938.42K	723	+1.26%
Mar 31, 2026	COTTONWOOD CAPITAL ADVISORS, LLC	0.26%	62.2K	1.01M	-4.57K	-6.84%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.28%	67.5K	1.09M	-515.15K	-88.42%
Mar 31, 2026	ELEVATED CAPITAL ADVISORS, LLC	0.29%	69.91K	1.13M	371	+0.53%
Mar 31, 2026	UBS GROUP AG	0.29%	70.26K	1.14M	2.73K	+4.04%
Mar 31, 2026	ELEVATION CAPITAL ADVISORY, LLC	0.33%	79.46K	1.28M	-95.13K	-54.49%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.34%	82.26K	1.32M	17.69K	+27.39%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.34%	82.7K	1.33M	15.84K	+23.69%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.4%	96.85K	1.57M	58.8K	+154.49%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.55%	132.13K	2.14M	15.28K	+13.07%
Dec 31, 2025	ORG PARTNERS LLC	0.02%	5K	78.6K	0	0
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.21%	50.29K	791K	-2.28K	-4.34%
Dec 31, 2025	TRUEWEALTH ADVISORS, LLC	0.2%	48K	754.58K	-6.22K	-11.47%
Dec 31, 2025	FREEDOM FINANCIAL PARTNERS LLC	0.15%	35.67K	560.66K	905	+2.60%
Dec 31, 2025	INTRUA FINANCIAL, LLC	0.14%	34.99K	550.03K	2.87K	+8.94%
Dec 31, 2025	PSI ADVISORS, LLC	0.14%	35.13K	552.27K	1.96K	+5.91%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.13%	32.03K	503.54K	109	+0.34%
Dec 31, 2025	RPG FAMILY WEALTH ADVISORY, LLC	0.08%	20.45K	321.47K	0	0
Dec 31, 2025	IFP ADVISORS, INC	0.08%	20.22K	317.84K	100	+0.50%
Dec 31, 2025	CITADEL ADVISORS LLC	0.08%	19.26K	302.75K	19.26K	+100.00%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.08%	18.5K	290.75K	-1.52K	-7.61%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.08%	18.38K	288.89K	-2K	-9.82%
Dec 31, 2025	WELLINGTON SHIELDS & CO., LLC	0.06%	14.03K	220.47K	14.03K	+100.00%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.06%	13.73K	215.77K	-8.66K	-38.68%
Dec 31, 2025	PROACTIVE WEALTH STRATEGIES LLC	0.09%	21.63K	340.02K	32	+0.15%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.09%	21.98K	345.59K	87	+0.40%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.14%	34.22K	537.92K	-400	-1.16%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.74%	180.2K	2.83M	20.83K	+13.07%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	2.74%	664.86K	10.39M	-832.5K	-55.60%
Dec 31, 2025		0.17%	41.82K	657.4K	41.82K	+100.00%
Dec 31, 2025	TCFG WEALTH MANAGEMENT, LLC	0.24%	57.31K	900.94K	-3.54K	-5.81%
Dec 31, 2025	ENDOWMENT WEALTH MANAGEMENT, INC.	0.21%	49.87K	783.93K	1.55K	+3.21%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.68%	164.25K	2.58M	-1.54K	-0.93%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.69%	168.54K	2.65M	-12.93K	-7.12%
Dec 31, 2025	ELEVATION CAPITAL ADVISORY, LLC	0.72%	174.59K	2.74M	174.59K	+100.00%
Dec 31, 2025	ROCKPORT WEALTH LLC	1.06%	256.72K	4.04M	13.74K	+5.65%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.15%	279.06K	4.39M	-38.28K	-12.06%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.7%	411.45K	6.47M	-289.65K	-41.31%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	1.71%	418.55K	6.58M	31.18K	+8.05%
Dec 31, 2025	STIFEL FINANCIAL CORP	2.4%	582.65K	9.16M	17.58K	+3.11%
Dec 31, 2025	MORGAN STANLEY	3.56%	863.21K	13.57M	17.47K	+2.07%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.21%	50.79K	798.34K	-2.84K	-5.30%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.02%	5.73K	90.07K	-338	-5.57%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	7.78K	122.27K	0	0
Dec 31, 2025	STONEX GROUP INC.	0.04%	10.15K	159.48K	-5.14K	-33.63%
Dec 31, 2025	LPL FINANCIAL LLC	4.11%	1.01M	15.82M	-285.41K	-22.09%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.16%	38.06K	598.26K	-4.53K	-10.64%
Dec 31, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.16%	39.27K	617.38K	-1.86K	-4.52%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	26.88K	424.59K	7.04K	+35.49%
Dec 31, 2025	SIGMA PLANNING CORP	0.18%	44.3K	696.46K	-5.25K	-10.59%
Dec 31, 2025	FORTIS GROUP ADVISORS, LLC	0.22%	53.75K	872.13K	9.36K	+21.08%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.23%	56.69K	891.22K	-1.19K	-2.06%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.27%	64.57K	1.02M	-2.05K	-3.08%
Dec 31, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.28%	66.77K	1.05M	-114	-0.17%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.05%	253.96K	3.99M	17K	+7.18%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.27%	308.84K	4.85M	-26.73K	-7.96%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.28%	66.86K	1.05M	-3.21K	-4.58%
Dec 31, 2025	HUNTLEIGH ADVISORS, INC.	0.04%	10.23K	160.79K	165	+1.64%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.04%	10.78K	169.39K	10.78K	+100.00%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.05%	12.31K	193.43K	12.31K	+100.00%
Dec 31, 2025	COMERICA BANK	0.05%	12.44K	195.49K	654	+5.55%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.05%	12.92K	203.15K	-3.2K	-19.85%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.06%	13.63K	214.32K	-2.98K	-17.95%
Dec 31, 2025	ELEVATED CAPITAL ADVISORS, LLC	0.29%	69.54K	1.09M	192	+0.28%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.07%	15.99K	251.38K	-758	-4.53%
Dec 31, 2025	KEYSTONE FINANCIAL GROUP	0.07%	16.09K	252.96K	-1.3K	-7.46%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.06%	15.31K	240.68K	-33	-0.22%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.39%	95.1K	1.5M	14.45K	+17.92%
Dec 31, 2025	HARVEST INVESTMENT SERVICES, LLC	0.49%	118.49K	1.86M	8.46K	+7.69%
Dec 31, 2025	ROYAL BANK OF CANADA	1.69%	409.7K	6.44M	42.3K	+11.51%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.48%	116.86K	1.84M	-4.48K	-3.69%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.3%	557.63K	8.77M	5.84K	+1.06%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.7%	170.1K	2.67M	18.09K	+11.90%
Dec 31, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.48%	115.49K	1.82M	6.03K	+5.51%
Dec 31, 2025	UBS GROUP AG	0.28%	67.53K	1.06M	-5.74K	-7.83%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.25%	60.97K	958.49K	12.37K	+25.45%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.24%	66.63K	1.07M	9.14K	+15.90%
Sep 30, 2025	LPL FINANCIAL LLC	4.73%	1.29M	20.72M	94.8K	+7.92%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.16%	317.34K	5.09M	-36.23K	-10.25%
Sep 30, 2025	STIFEL FINANCIAL CORP	2.07%	565.07K	9.06M	504.31K	+830.06%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.56%	701.09K	11.25M	-1.85K	-0.26%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	5.48%	1.5M	24.02M	-40.88K	-2.66%
Sep 30, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.24%	66.88K	1.07M	287	+0.43%
Sep 30, 2025	ELEVATED CAPITAL ADVISORS, LLC	0.25%	69.34K	1.11M	-2.96K	-4.09%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.26%	70.07K	1.12M	22.02K	+45.84%
Sep 30, 2025	UBS GROUP AG	0.27%	73.27K	1.18M	-189	-0.26%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.3%	80.65K	1.29M	-1.91K	-2.31%
Sep 30, 2025	SECOND LINE CAPITAL, LLC	0.07%	17.81K	285.59K	-93	-0.52%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.06%	15.34K	246.1K	-179	-1.15%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	16.12K	258.62K	-22.82K	-58.60%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.06%	16.61K	266.51K	1.11K	+7.13%
Sep 30, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.4%	109.46K	1.76M	52.66K	+92.71%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	7.78K	124.76K	0	0
Sep 30, 2025	HUNTLEIGH ADVISORS, INC.	0.04%	10.06K	161.41K	12	+0.12%
Sep 30, 2025	IFP ADVISORS, INC	0.07%	20.12K	322.71K	-550	-2.66%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	1.42%	387.36K	6.21M	26.96K	+7.48%
Sep 30, 2025	ROYAL BANK OF CANADA	1.34%	367.39K	5.89M	22.76K	+6.61%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.23%	335.57K	5.38M	65.91K	+24.44%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.87%	236.96K	3.8M	-43.16K	-15.41%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.44%	121.34K	1.95M	-7.06K	-5.50%
Sep 30, 2025	HARVEST INVESTMENT SERVICES, LLC	0.4%	110.03K	1.76M	2.9K	+2.71%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.56%	152.01K	2.46M	13.72K	+9.92%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.06%	16.75K	268.65K	-561	-3.24%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.58%	159.38K	2.56M	7.92K	+5.23%
Sep 30, 2025	MORGAN STANLEY	3.09%	845.74K	13.57M	-17.33K	-2.01%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.61%	165.79K	2.66M	15.9K	+10.61%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.02%	551.79K	8.85M	20.85K	+3.93%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.9K	30.44K	0	0
Sep 30, 2025	CITIGROUP INC	0.01%	2K	32.11K	2	+0.10%
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.01%	2.28K	36.58K	28	+1.24%
Sep 30, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.01%	2.43K	38.9K	2.43K	+100.00%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	2.52K	40.34K	0	0
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.01%	2.54K	40.68K	0	0
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.01%	3.01K	48.31K	0	0
Sep 30, 2025	ORG PARTNERS LLC	0.02%	5K	80.2K	0	0
Sep 30, 2025	TRUIST FINANCIAL CORP	0.07%	20.02K	321.1K	-3.28K	-14.08%
Sep 30, 2025	KEYSTONE FINANCIAL GROUP	0.06%	17.39K	274.94K	0	0
Sep 30, 2025	HRT FINANCIAL LP	0.07%	18.68K	299K	18.68K	+100.00%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	19.84K	316.23K	74	+0.37%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.07%	20.38K	326.85K	-93	-0.45%
Sep 30, 2025	RPG FAMILY WEALTH ADVISORY, LLC	0.07%	20.45K	328.02K	0	0
Sep 30, 2025	PROACTIVE WEALTH STRATEGIES LLC	0.08%	21.6K	346.43K	6.2K	+40.25%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.08%	21.9K	351.23K	-337	-1.52%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.08%	22.39K	359.06K	177	+0.80%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.12%	31.92K	512.05K	-91	-0.28%
Sep 30, 2025	INTRUA FINANCIAL, LLC	0.12%	32.12K	515.16K	6.62K	+25.97%
Sep 30, 2025	PSI ADVISORS, LLC	0.12%	33.17K	532.08K	321	+0.98%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0.13%	34.62K	555.29K	-2.22K	-6.02%
Sep 30, 2025	FREEDOM FINANCIAL PARTNERS LLC	0.13%	34.76K	557.57K	929	+2.75%
Sep 30, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.15%	41.13K	659.77K	-792	-1.89%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.16%	42.59K	683.11K	-2.61K	-5.78%
Sep 30, 2025	FORTIS GROUP ADVISORS, LLC	0.16%	44.39K	694.7K	-6.71K	-13.12%
Sep 30, 2025	ENDOWMENT WEALTH MANAGEMENT, INC.	0.18%	48.32K	775.04K	9.6K	+24.80%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.18%	48.61K	773.3K	1.4K	+2.97%
Sep 30, 2025	SIGMA PLANNING CORP	0.18%	49.55K	794.81K	-1.23K	-2.43%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.19%	52.57K	843K	1.57K	+3.08%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.2%	53.63K	860.19K	-146	-0.27%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.04%	11.8K	189.27K	-2.33K	-16.51%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.02%	6.07K	97.34K	-26	-0.43%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.66%	181.46K	2.91M	-19.42K	-9.67%
Sep 30, 2025	ROCKPORT WEALTH LLC	0.89%	242.98K	3.9M	8.57K	+3.66%
Sep 30, 2025	TRUEWEALTH ADVISORS, LLC	0.2%	54.22K	869.64K	867	+1.63%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.21%	57.88K	928.47K	45	+0.08%
Sep 30, 2025	TCFG WEALTH MANAGEMENT, LLC	0.22%	60.85K	975.98K	-511	-0.83%
Jun 30, 2025	ROCKPORT WEALTH LLC	0.88%	234.41K	3.71M	8.92K	+3.95%
Jun 30, 2025	MORGAN STANLEY	3.26%	863.07K	13.65B	2.79K	+0.32%
Jun 30, 2025	SECOND LINE CAPITAL, LLC	0.07%	17.9K	282.97K	-1.41K	-7.29%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.07%	17.31K	273.67K	595	+3.56%
Jun 30, 2025	ICON WEALTH ADVISORS, LLC	0.03%	7.95K	125.62K	99	+1.26%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	7.78K	122.97M	7.78K	+100.00%
Jun 30, 2025	PSI ADVISORS, LLC	0.12%	32.85K	519.37K	10.6K	+47.61%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.12%	32.01K	506.13K	-4.14K	-11.44%
Jun 30, 2025	INTRUA FINANCIAL, LLC	0.1%	25.5K	403.08K	0	0
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.08%	22.23K	351.51K	6.97K	+45.62%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.33%	353.57K	5.59M	-71.7K	-16.86%
Jun 30, 2025	TCFG WEALTH MANAGEMENT, LLC	0.23%	61.36K	970.06K	131	+0.21%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2%	530.94K	8.39M	-11.68K	-2.15%
Jun 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.22%	57.84K	914.43K	670	+1.17%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.09%	23.3K	368.37K	-6.35K	-21.42%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.48%	128.4K	2.03M	4.73K	+3.82%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.18%	48.04K	759.55K	48.04K	+100.00%
Jun 30, 2025		0.13%	33.83K	534.89K	-1.36K	-3.88%
Jun 30, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.04%	10.42K	167.03K	0	0
Jun 30, 2025	ENDOWMENT WEALTH MANAGEMENT, INC.	0.15%	38.72K	612.1K	3.72K	+10.63%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.02%	6.09K	96.35K	-192	-3.05%
Jun 30, 2025	ORG PARTNERS LLC	0.02%	5K	79.55K	0	0
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.01%	3.01K	47.62K	0	0
Jun 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.01%	2.57K	40.66K	0	0
Jun 30, 2025	NBC SECURITIES, INC.	0.01%	2.44K	38	0	0
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	1.54K	24.26K	0	0
Jun 30, 2025	BELLEVUE ASSET MANAGEMENT, LLC	0%	1.17K	18.48K	-169	-12.63%
Jun 30, 2025	PINNACLE BANCORP, INC.	0%	1K	15.81K	0	0
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	380	6.01K	-13	-3.31%
Jun 30, 2025	CORNERSTONE PLANNING GROUP LLC	0%	328	5.24K	6	+1.86%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	300	4.74K	0	0
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	196	3.1K	31	+18.79%
Jun 30, 2025	KEYSTONE FINANCIAL GROUP	0.07%	17.39K	274.94K	-122	-0.70%
Jun 30, 2025	ARBOR CAPITAL MANAGEMENT INC /ADV	0.06%	16.01K	255.22K	2.49K	+18.44%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.06%	15.52K	245.4K	-1.36K	-8.03%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.06%	15.51K	245.2K	15.51K	+100.00%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.05%	14.13K	223.46K	2.13K	+17.78%
Jun 30, 2025	STONEX GROUP INC.	0.05%	11.99K	189.61K	-5.69K	-32.17%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.04%	11.8K	186.62K	-1	-0.01%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.04%	11.63K	185.33K	678	+6.19%
Jun 30, 2025	FLAHARTY ASSET MANAGEMENT, LLC	6.16%	1.63M	25.81M	60.86K	+3.87%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	1.36%	360.4K	5.7M	41.4K	+12.98%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.06%	280.11K	4.43M	-1.38K	-0.49%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.22%	57.48K	906.16K	5.73K	+11.07%
Jun 30, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.21%	56.8K	898.01K	56.8K	+100.00%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.19%	51K	806K	-7.62K	-13.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.52%	138.29K	2.19M	-8.53K	-5.81%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.2%	53.77K	850.17K	-2.53K	-4.50%
Jun 30, 2025	TRUEWEALTH ADVISORS, LLC	0.2%	53.35K	843.47K	-14.19K	-21.01%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.65%	702.94K	11.11M	-9.78K	-1.37%
Jun 30, 2025	ROYAL BANK OF CANADA	1.3%	344.63K	5.45M	13.81K	+4.17%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.02%	269.66K	4.26M	14.64K	+5.74%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.76%	200.88K	3.18M	-17.65K	-8.08%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.57%	151.46K	2.39M	34.39K	+29.37%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.57%	149.89K	2.37M	-23.14K	-13.37%
Jun 30, 2025	HARVEST INVESTMENT SERVICES, LLC	0.4%	107.13K	1.69M	1.95K	+1.86%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.31%	82.56K	1.31M	137	+0.17%
Jun 30, 2025	UBS GROUP AG	0.28%	73.46K	1.16M	-1.38K	-1.84%
Jun 30, 2025	ELEVATED CAPITAL ADVISORS, LLC	0.27%	72.3K	1.18M	0	0
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.1%	26.61K	420.63K	117	+0.44%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.08%	20.47K	323.63K	-1.41K	-6.43%
Jun 30, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.25%	66.59K	1.05M	-10	-0.02%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.23%	60.76K	960.54K	-97	-0.16%
Jun 30, 2025	FORTIS GROUP ADVISORS, LLC	0.19%	51.1K	813.97K	51.1K	+100.00%
Jun 30, 2025	SIGMA PLANNING CORP	0.19%	50.79K	802.92K	-22.86K	-31.04%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.18%	47.21K	746.31K	23.93K	+102.79%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.17%	45.2K	714.64K	-14.35K	-24.10%
Jun 30, 2025	IFP ADVISORS, INC	0.08%	20.67K	326.78K	-1.15K	-5.27%
Jun 30, 2025	RPG FAMILY WEALTH ADVISORY, LLC	0.08%	20.45K	323.31K	0	0
Jun 30, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.16%	41.93K	662.83K	-1.14K	-2.65%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.15%	38.94K	615.66K	6.34K	+19.46%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.14%	36.84K	582.36K	-500	-1.34%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	19.76K	316.63K	75	+0.38%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.08%	22.21K	351.12K	-732	-3.19%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	5.8%	1.54M	24.35M	915.6K	+147.05%
Jun 30, 2025	LPL FINANCIAL LLC	4.52%	1.2M	18.92M	8.85K	+0.74%
Jun 30, 2025	FREEDOM FINANCIAL PARTNERS LLC	0.13%	33.83K	534.89K	-1.36K	-3.88%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1%	281.49K	4.6M	-22.19K	-7.31%
Mar 31, 2025	MORGAN STANLEY	3.07%	860.28K	14.07M	15.5K	+1.83%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.08%	21.88K	357.74K	0	0
Mar 31, 2025	PSI ADVISORS, LLC	0.08%	22.26K	363.92K	3.92K	+21.35%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.08%	22.94K	370.61K	-27.82K	-54.81%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.09%	26.49K	433.14K	125	+0.47%
Mar 31, 2025	CHERRY CREEK INVESTMENT ADVISORS, INC.	0.1%	27.71K	453.19K	27.71K	+100.00%
Mar 31, 2025		0.13%	35.2K	575.54K	64	+0.18%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.13%	36.15K	591.12K	839	+2.38%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.13%	37.34K	610.52K	-5K	-11.81%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.2%	56.31K	920.73K	667	+1.20%
Mar 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.2%	57.17K	934.85K	521	+0.92%
Mar 31, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.24%	66.6K	1.09M	-2.75K	-3.97%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.42%	117.07K	1.91M	72.73K	+164.04%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.44%	123.67K	2.02M	-4.99K	-3.88%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.52%	146.82K	2.4M	-7.81K	-5.05%
Mar 31, 2025	ELEVATION CAPITAL ADVISORY, LLC	0.69%	193.23K	3.16M	193.23K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.91%	255.02K	4.17M	31.93K	+14.31%
Mar 31, 2025	ROYAL BANK OF CANADA	1.18%	330.82K	5.41M	13.6K	+4.29%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.52%	425.26K	6.95M	58.85K	+16.06%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.94%	542.63K	8.87M	-714	-0.13%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	2.22%	622.65K	10.18M	13.45K	+2.21%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.54%	712.72K	11.66M	26.28K	+3.83%
Mar 31, 2025	RPG FAMILY WEALTH ADVISORY, LLC	0.07%	20.45K	334.41K	0	0
Mar 31, 2025	HARVEST INVESTMENT SERVICES, LLC	0.38%	105.17K	1.72M	4.11K	+4.07%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	1.14%	319K	5.22M	12.49K	+4.08%
Mar 31, 2025	LPL FINANCIAL LLC	4.24%	1.19M	19.43M	101.16K	+9.31%
Mar 31, 2025	FLAHARTY ASSET MANAGEMENT, LLC	5.61%	1.57M	25.7M	101.43K	+6.90%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	19.69K	321.96K	-1.27K	-6.06%
Mar 31, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.15%	43.07K	704.21K	-230	-0.53%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.21%	58.63K	959K	-94.89K	-61.81%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.21%	59.56K	973.86K	39.38K	+195.25%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.22%	60.85K	995.1K	1.39K	+2.34%
Mar 31, 2025	TCFG WEALTH MANAGEMENT, LLC	0.22%	61.23K	1M	-30	-0.05%
Mar 31, 2025	INTRUA FINANCIAL, LLC	0.09%	25.5K	416.9K	0	0
Mar 31, 2025	ELEVATED CAPITAL ADVISORS, LLC	0.26%	72.3K	1.18M	-6.56K	-8.32%
Mar 31, 2025	SIGMA PLANNING CORP	0.26%	73.65K	1.2M	2.17K	+3.03%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.29%	82.42K	1.35M	4.93K	+6.37%
Mar 31, 2025	TRUEWEALTH ADVISORS, LLC	0.24%	67.54K	1.1M	-4K	-5.58%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.78%	218.53K	3.57M	-11.04K	-4.81%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.11%	29.65K	484.89K	29.65K	+100.00%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.12%	32.6K	533.05K	32.6K	+100.00%
Mar 31, 2025	ENDOWMENT WEALTH MANAGEMENT, INC.	0.12%	35K	572.28K	1.75K	+5.27%
Mar 31, 2025	UBS GROUP AG	0.27%	74.83K	1.22M	-9.53K	-11.30%
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.08%	23.28K	380.66K	5.35K	+29.81%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.62%	173.03K	2.83M	6.15K	+3.68%
Mar 31, 2025	CITADEL ADVISORS LLC	0.16%	43.9K	717.85K	26.84K	+157.29%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.18%	51.76K	844.14K	13.53K	+35.38%
Mar 31, 2025	ROCKPORT WEALTH LLC	0.8%	225.49K	3.69M	132.01K	+141.22%
Mar 31, 2025	IFP ADVISORS, INC	0.08%	21.82K	356.79K	0	0
Mar 31, 2024	HRT FINANCIAL LP	0.05%	14.67K	231K	14.67K	+100.00%
Mar 31, 2024	ARBOR CAPITAL MANAGEMENT INC /ADV	0.05%	14.99K	237.63K	-1.4K	-8.55%
Mar 31, 2024	PSI ADVISORS, LLC	0.05%	15.08K	238.07K	1.82K	+13.74%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.06%	15.71K	247.98K	74	+0.47%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.06%	17.3K	273.18K	263	+1.54%
Mar 31, 2024	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.06%	17.45K	275.47K	-12.2K	-41.15%
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0.06%	15.6K	246.54K	9.21K	+144.00%
Mar 31, 2024	KEYSTONE FINANCIAL GROUP	0.07%	18.88K	298.11K	-41	-0.22%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.07%	18.88K	298.33K	-2.96K	-13.53%
Mar 31, 2024	RPG FAMILY WEALTH ADVISORY, LLC	0.08%	20.45K	322.91K	0	0
Mar 31, 2024	CETERA ADVISORS LLC	0.08%	22.44K	354.27K	5.69K	+33.95%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.09%	24.14K	381.17K	24.14K	+100.00%
Mar 31, 2024	COASTAL INVESTMENT ADVISORS, INC.	0.11%	28.7K	453.17K	3.37K	+13.30%
Mar 31, 2024	ATOMI FINANCIAL GROUP, INC.	0.11%	28.96K	457.29K	209	+0.73%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.12%	31.5K	497K	4.39K	+16.19%
Mar 31, 2024	ENDOWMENT WEALTH MANAGEMENT, INC.	0.13%	34.34K	542.2K	-2.1K	-5.77%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.14%	38.79K	612K	38.79K	+100.00%
Mar 31, 2024	AUTHENTIKOS WEALTH ADVISORY, LLC	0.15%	39.96K	630.97K	0	0
Mar 31, 2024	ROCKPORT WEALTH LLC	0.16%	42.15K	665.64K	42.15K	+100.00%
Mar 31, 2024	LARSON FINANCIAL GROUP LLC	0.16%	43.08K	680.3K	-360	-0.83%
Mar 31, 2024	JANE STREET GROUP, LLC	0.16%	45.76K	722.47K	45.76K	+100.00%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.19%	50.02K	789.78K	-5.23K	-9.47%
Mar 31, 2024	APRIEM ADVISORS	0.19%	52.18K	823.89K	52.18K	+100.00%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.21%	55.54K	877.02K	-1.89K	-3.29%
Mar 31, 2024	CORNERSTONE WEALTH MANAGEMENT, LLC	0.21%	56.01K	884.48K	-1.9K	-3.28%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.22%	62.49K	986.7K	1.49K	+2.44%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	60.27K	951.62K	-270	-0.45%
Mar 31, 2024	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.24%	63.43K	1M	986	+1.58%
Mar 31, 2024	SIGMA PLANNING CORP	0.27%	71.47K	1.13M	31.18K	+77.38%
Mar 31, 2024	CITADEL ADVISORS LLC	0.29%	81.65K	1.29M	66.85K	+451.51%
Mar 31, 2024	TRUEWEALTH ADVISORS, LLC	0.3%	80.97K	1.28M	-19.53K	-19.43%
Mar 31, 2024	COTTONWOOD CAPITAL ADVISORS, LLC	0.34%	91.32K	1.4M	-1.89K	-2.03%
Mar 31, 2024	UBS GROUP AG	0.36%	101.12K	1.6M	-136.14K	-57.38%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.36%	101.39K	1.6M	38.98K	+62.45%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.37%	104.94K	1.66M	-7.45K	-6.63%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.39%	111.75K	1.76M	-1.64K	-1.45%
Mar 31, 2024	HARVEST INVESTMENT SERVICES, LLC	0.44%	117.2K	1.85M	-434	-0.37%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.58%	155.42K	2.44M	121.5K	+358.25%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.68%	183.65K	2.9M	-220.44K	-54.55%
Mar 31, 2024	STONEX GROUP INC.	0.7%	186.91K	2.95M	-12.05K	-6.06%
Mar 31, 2024	LPL FINANCIAL LLC	2.65%	752.31K	11.88M	-17.98K	-2.33%
Mar 31, 2024	FLAHARTY ASSET MANAGEMENT, LLC	4.96%	1.33M	21.01M	-215.89K	-13.96%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.14%	38.36K	607K	-4.07K	-9.60%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.45%	121.11K	1.91M	18.71K	+18.27%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.57%	160.77K	2.54M	-11.48K	-6.67%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.78%	210.18K	3.32M	190.5K	+967.68%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.9%	242.03K	3.82M	1.08K	+0.45%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.2%	340.46K	5.38M	21.48K	+6.73%
Mar 31, 2024	ROYAL BANK OF CANADA	1.25%	353.73K	5.59M	55.63K	+18.66%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.56%	419.13K	6.62M	419.13K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.61%	455.85K	7.2M	13.88K	+3.14%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	2.15%	609.46K	9.66M	-377.78K	-38.27%
Mar 31, 2024	MORGAN STANLEY	4.38%	1.24M	19.62M	437.75K	+54.40%
Mar 31, 2024	DIVERSIFIED, LLC	0.05%	12.94K	204.34K	12.94K	+100.00%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.05%	13.05K	206.06K	0	0
Mar 31, 2024	DYNAMIC ADVISOR SOLUTIONS LLC	0.05%	14.01K	221.13K	-646	-4.41%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.62%	177.25K	2.8M	-17.87K	-9.16%
Mar 31, 2024		0.16%	42.15K	665.64K	42.15K	+100.00%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	49.28K	778.06K	8.59K	+21.10%
Mar 31, 2024	ELEVATED CAPITAL ADVISORS, LLC	0.3%	79.95K	1.26M	3.96K	+5.21%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.33%	95K	1.5M	-6.64K	-6.53%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.37%	101.64K	1.59M	-7.03K	-6.47%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.06%	17.04K	266.63K	-214	-1.24%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.41%	112.39K	1.76M	1.5K	+1.35%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.41%	113.39K	1.77M	-8.97K	-7.33%
Dec 31, 2023	HARVEST INVESTMENT SERVICES, LLC	0.43%	117.64K	1.84M	436	+0.37%
Dec 31, 2023	SILVER OAK SECURITIES, INCORPORATED	0.47%	128.44K	2.01M	102.96K	+404.07%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.62%	172.25K	2.7M	-3.74K	-2.13%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.71%	195.12K	3.05M	-27.44K	-12.33%
Dec 31, 2023	STONEX GROUP INC.	0.72%	198.96K	3.11M	8.9K	+4.68%
Dec 31, 2023	UBS GROUP AG	0.86%	237.26K	3.71M	17.18K	+7.81%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.87%	240.95K	3.77M	-1.95K	-0.80%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.94%	259.2K	4.06M	15.71K	+6.45%
Dec 31, 2023	ROYAL BANK OF CANADA	1.08%	298.1K	4.67M	9.95K	+3.45%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.16%	318.98K	4.99M	-32.05K	-9.13%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	1.46%	404.09K	6.32M	232.28K	+135.20%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.6%	441.97K	6.92M	-3.01K	-0.68%
Dec 31, 2023	GEOWEALTH MANAGEMENT, LLC	1.94%	536.83K	8.4M	380.69K	+243.81%
Dec 31, 2023	LPL FINANCIAL LLC	2.79%	770.29K	12.05M	-34.07K	-4.24%
Dec 31, 2023	MORGAN STANLEY	2.91%	804.71K	12.59M	-342.21K	-29.84%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	3.57%	987.24K	15.45M	477.23K	+93.57%
Dec 31, 2023	FLAHARTY ASSET MANAGEMENT, LLC	5.6%	1.55M	24.2M	10.44K	+0.68%
Dec 31, 2023	COMERICA BANK	0.06%	17.14K	268.29K	6.78K	+65.43%
Dec 31, 2023	KEYSTONE FINANCIAL GROUP	0.07%	18.92K	296.11K	-29	-0.15%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.07%	19.69K	308.09K	-2.39K	-10.81%
Dec 31, 2023	RPG FAMILY WEALTH ADVISORY, LLC	0.07%	20.45K	320.04K	20.45K	+100.00%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.08%	21.84K	341.74K	21.84K	+100.00%
Dec 31, 2023	COASTAL INVESTMENT ADVISORS, INC.	0.09%	25.33K	396.42K	-6.5K	-20.42%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.1%	27.11K	424K	900	+3.43%
Dec 31, 2023	IFP ADVISORS, INC	0.1%	27.52K	430.71K	-922	-3.24%
Dec 31, 2023	ATOMI FINANCIAL GROUP, INC.	0.1%	28.75K	449.96K	28.75K	+100.00%
Dec 31, 2023	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.11%	29.65K	463.96K	-468	-1.55%
Dec 31, 2023	AMERITAS ADVISORY SERVICES, LLC	0.12%	33.92K	524.67K	-165.38K	-82.98%
Dec 31, 2023	ENDOWMENT WEALTH MANAGEMENT, INC.	0.13%	36.44K	570.26K	-3.43K	-8.61%
Dec 31, 2023	ADVISORNET FINANCIAL, INC	0.14%	38.51K	602.68K	1.94K	+5.32%
Dec 31, 2023	AUTHENTIKOS WEALTH ADVISORY, LLC	0.14%	39.96K	625.37K	0	0
Dec 31, 2023	SIGMA PLANNING CORP	0.15%	40.29K	630.59K	-28.32K	-41.27%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.15%	40.69K	636.79K	-623	-1.51%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.15%	42.43K	667K	5.63K	+15.29%
Dec 31, 2023	LARSON FINANCIAL GROUP LLC	0.16%	43.44K	679.9K	-2.6K	-5.64%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.18%	48.5K	754.19K	2.79K	+6.11%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.2%	55.25K	864.63K	-7.04K	-11.30%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.21%	57.44K	898.86K	-5.91K	-9.33%
Dec 31, 2023	LIDO ADVISORS, LLC	0.21%	57.8K	3.09M	57.8K	+100.00%
Dec 31, 2023	CORNERSTONE WEALTH MANAGEMENT, LLC	0.21%	57.91K	906.32K	-1.04K	-1.76%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	60.54K	947.42K	412	+0.69%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.22%	61K	954.66K	10.8K	+21.52%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.37%	102.4K	1.6M	-20.64K	-16.78%
Dec 31, 2023	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.23%	62.45K	977.26K	1.4K	+2.30%
Dec 31, 2023	ELEVATED CAPITAL ADVISORS, LLC	0.28%	76K	1.19M	-462	-0.60%
Dec 31, 2023	COTTONWOOD CAPITAL ADVISORS, LLC	0.34%	93.21K	1.46M	-1.36K	-1.44%
Dec 31, 2023	TRUEWEALTH ADVISORS, LLC	0.36%	100.5K	1.57M	-11.29K	-10.10%

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