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

Who are the major shareholders selling FlexShares Quality Dividend Defensive Index Fund stock?

FLPUTNAM INVESTMENT MANAGEMENT CO, in the last quarter, reduced its stake in QDEF by -19.62% restricting it's holding to 25.19 thousand shares of worth nearly $2.01M. TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC also lessened -3.91% of the QDEF shares from its portfolio, reducing its holding to 34.06 thousand shares of worth $2.72M. AMERIPRISE FINANCIAL INC also shunned QDEF shares holding by -48.89% last quarter which brought its holding to 23.55 thousand shares worth $1.88M.

Investors who are buying QDEF stock?

As per its latest 13F filing, BANK OF AMERICA CORP /DE/ increased its stake in QDEF by 9.62% in the last quarter. The institutional holder raised its holding to 91.41 thousand shares having worth more than $7.30M. GOLDMAN SACHS GROUP INC also added 0.55% more shares of QDEF to its portfolio, raising its holding to 13.5 thousand shares of worth $1.08M. AMERITAS ADVISORY SERVICES, LLC also increased its QDEF shares holding by 0.08% which brought its holding to 5.92 thousand shares worth $472.28K.

QDEF's major insiders: who are they?

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

Did an insider recently sell QDEF stock?

Company executives, directors, and other insiders own N/A percent of FlexShares Quality Dividend Defensive Index Fund's stock. Within the last six months, there have been 0 transaction(s) in which QDEF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased QDEF stock?

There have been 0 transaction(s) during the past 6-months in which FlexShares Quality Dividend Defensive Index Fund insiders have bought stock, totalling 0 shares

How much of QDEF does insiders own?

Around 0 FlexShares Quality Dividend Defensive Index Fund shares are held by insiders, which represents about N/A of QDEF stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in QDEF?

FLPUTNAM INVESTMENT MANAGEMENT CO is the largest institutional owner in QDEF which holds 25.19 thousand shares worth $2.01M or 0.42% of the total QDEF shares outstanding followed by CREATIVE PLANNING with ownership of 30 thousand shares representing 0.5% of the QDEF ownership. TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC is the third largest stakeholder with 34.06 thousand shares or 0.57% of the ownership worth more than $2.72M.

Is FlexShares Quality Dividend Defensive 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 QDEF is concerned, it is a stock which is optionable.

Is there a short position on QDEF's shares?

Number of QDEF 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 QDEF shares are there?

As of today, null shares of QDEF are outstanding.

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

QDEF 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 QDEF is null.

FlexShares Quality Dividend Defensive Index Fund (QDEF) 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. FLPUTNAM INVESTMENT MANAGEMENT CO is the top corporate investor, holding 25.19K shares valued at $2.01M. A 0.42% stake in FlexShares Quality Dividend Defensive Index Fund is owned by the company. CREATIVE PLANNING owns 30K shares valued at $2.39M, which translates its holding of 0.5% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	FLPUTNAM INVESTMENT MANAGEMENT CO	0.42%	25.19K	2.01M	-6.15K	-19.62%
Mar 31, 2026	CREATIVE PLANNING	0.5%	30K	2.39M	0	0
Mar 31, 2026	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.57%	34.06K	2.72M	-1.39K	-3.91%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.53%	91.41K	7.3M	8.02K	+9.62%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.39%	23.55K	1.88M	-22.53K	-48.89%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.23%	13.5K	1.08M	74	+0.55%
Mar 31, 2026	COURIER CAPITAL LLC	0.22%	13.07K	1.04M	-340	-2.54%
Mar 31, 2026	CEDAR WEALTH MANAGEMENT, LLC	0.16%	9.58K	764.37K	0	0
Mar 31, 2026	GROVE BANK & TRUST	0.12%	7.37K	588.11K	0	0
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	5.93K	473.01K	-11.84K	-66.65%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.1%	5.92K	472.28K	5	+0.08%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.19%	11.33K	904.67K	-44	-0.39%
Mar 31, 2026	SIMON QUICK ADVISORS, LLC	0.17%	9.87K	787.9K	0	0
Mar 31, 2026	FMR LLC	0.16%	9.66K	771.34K	-990	-9.29%
Mar 31, 2026	RED TORTOISE LLC	0.06%	3.78K	301.61K	10	+0.27%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.07%	3.89K	310.66K	0	0
Mar 31, 2026	JPMORGAN CHASE & CO	0.28%	16.82K	1.32M	8	+0.05%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.07%	3.92K	312.97K	0	0
Mar 31, 2026	ROSSMORE PRIVATE CAPITAL	0.07%	4K	319.28K	-100	-2.44%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.07%	4.01K	320.16K	0	0
Mar 31, 2026	SUMMIT WEALTH GROUP LLC / CO	0.07%	4.07K	324.64K	4.07K	+100.00%
Mar 31, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.09%	5.12K	409K	2.14K	+71.77%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.09%	5.26K	420.21K	-96	-1.79%
Mar 31, 2026	LEDYARD NATIONAL BANK	0.09%	5.5K	439.25K	-42	-0.76%
Mar 31, 2026	NAPLES GLOBAL ADVISORS, LLC	0.1%	5.9K	471.26K	0	0
Mar 31, 2026	LPL FINANCIAL LLC	3.03%	180.84K	14.43M	5.24K	+2.98%
Mar 31, 2026	SLOY DAHL & HOLST, LLC	1.21%	72.18K	5.76M	1.55K	+2.20%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.15%	8.77K	700.26K	0	0
Mar 31, 2026		0.19%	11.61K	926.85K	3.68K	+46.34%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	16.25K	1.3M	-4.99K	-23.48%
Mar 31, 2026	SCS CAPITAL MANAGEMENT LLC	0.27%	16.07K	1.28M	1.27K	+8.57%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.15%	9.06K	708.64K	3.28K	+56.77%
Mar 31, 2026	REDW WEALTH LLC	0.27%	16.02K	1.28M	36	+0.23%
Mar 31, 2026	GREENLEAF TRUST	0.26%	15.28K	1.22M	0	0
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.23%	13.67K	1.09M	3.05K	+28.69%
Mar 31, 2026	PACIFIC SUN FINANCIAL CORP	0.21%	12.63K	1.01M	110	+0.88%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0.21%	12.27K	979.67K	-547	-4.27%
Mar 31, 2026	BEAM WEALTH ADVISORS, INC.	0.19%	11.6K	926.15K	91	+0.79%
Mar 31, 2026	KAYDAN WEALTH MANAGEMENT, INC.	0.19%	11.53K	920.17K	48	+0.42%
Mar 31, 2026	NORTHERN TRUST CORP	57.26%	3.42M	272.64M	54.71K	+1.63%
Mar 31, 2026	RVW WEALTH, LLC	1.35%	80.66K	6.44M	-7.65K	-8.66%
Mar 31, 2026	ROYAL BANK OF CANADA	0.4%	23.66K	1.89M	349	+1.50%
Mar 31, 2026	CITIGROUP INC	0.23%	13.71K	1.09M	11.06K	+417.55%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.38%	82.08K	6.55M	15.07K	+22.49%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.52%	90.95K	7.26M	20.07K	+28.31%
Mar 31, 2026	ANSON CAPITAL, INC.	0.3%	18.05K	1.44M	1.26K	+7.49%
Mar 31, 2026	RIK SAYLOR FINANCIAL, INC.	0.32%	19.2K	1.53M	-51	-0.26%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.32%	19.12K	1.53M	168	+0.89%
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0.3%	18.17K	1.45M	-228	-1.24%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.32%	19.26K	1.54M	-21.26K	-52.47%
Mar 31, 2026	WT WEALTH MANAGEMENT	0.33%	19.73K	1.58M	-502	-2.48%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	19.87K	1.59M	4.31K	+27.68%
Mar 31, 2026	L & S ADVISORS INC	0.41%	24.51K	1.96M	40	+0.16%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.15%	8.76K	707.11K	-480	-5.20%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.12%	7.01K	559.84K	706	+11.19%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.12%	7.32K	584.23K	988	+15.61%
Mar 31, 2026	HEROLD ADVISORS, INC.	0.12%	7.37K	588.58K	-2K	-21.34%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.13%	7.71K	615.49K	-569	-6.87%
Mar 31, 2026	MORGAN STANLEY	1.16%	68.95K	5.5M	-650	-0.93%
Mar 31, 2026	MONECO ADVISORS, LLC	0.12%	7K	558.66K	0	0
Mar 31, 2026	UBS GROUP AG	0.13%	8.01K	638.96K	-63	-0.78%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.14%	8.34K	665.4K	-1.39K	-14.27%
Dec 31, 2025	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	0.39%	23.28K	1.88M	-2.55K	-9.87%
Dec 31, 2025	L & S ADVISORS INC	0.41%	24.47K	1.98M	-365	-1.47%
Dec 31, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.52%	31.34K	2.54M	-8.22K	-20.78%
Dec 31, 2025	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.59%	35.45K	2.87M	-2.46K	-6.49%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.68%	40.51K	3.28M	1.09K	+2.75%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.19%	11.38K	921.19K	11	+0.10%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.15%	9.24K	747.67K	260	+2.90%
Dec 31, 2025	HEROLD ADVISORS, INC.	0.15%	9.37K	758.89K	-504	-5.10%
Dec 31, 2025	FMR LLC	0.18%	10.65K	862.49K	7.23K	+211.31%
Dec 31, 2025	BEAM WEALTH ADVISORS, INC.	0.19%	11.51K	932.01K	-345	-2.91%
Dec 31, 2025	PACIFIC SUN FINANCIAL CORP	0.21%	12.52K	1.01M	-660	-5.01%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.21%	12.82K	1.02M	-7	-0.05%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.23%	13.42K	1.09M	-423	-3.06%
Dec 31, 2025	CREATIVE PLANNING	0.5%	30K	2.43M	0	0
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.77%	46.08K	3.73M	37.46K	+434.82%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.12%	67.01K	5.43M	11.34K	+20.37%
Dec 31, 2025	MORGAN STANLEY	1.15%	69.6K	5.64M	-575	-0.82%
Dec 31, 2025	SLOY DAHL & HOLST, LLC	1.18%	70.63K	5.72M	2K	+2.92%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.18%	70.89K	5.74M	16.14K	+29.49%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.37%	83.39K	6.75M	13.15K	+18.72%
Dec 31, 2025	RVW WEALTH, LLC	1.48%	88.31K	7.15M	6	+0.01%
Dec 31, 2025	LPL FINANCIAL LLC	2.93%	175.61K	14.22M	7.35K	+4.37%
Dec 31, 2025	NORTHERN TRUST CORP	56.15%	3.36M	272.11M	13.74K	+0.41%
Dec 31, 2025		0.13%	7.94K	642.44K	7.94K	+100.00%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.14%	8.28K	670.35K	-358	-4.14%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.14%	8.77K	710.26K	0	0
Dec 31, 2025	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	0.06%	3.41K	275.99K	0	0
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	3.44K	278.78K	22	+0.64%
Dec 31, 2025	ROSSMORE PRIVATE CAPITAL	0.07%	4.1K	331.94K	500	+13.89%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.07%	4.01K	324.73K	0	0
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.07%	3.92K	317.44K	1.34K	+51.68%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.07%	3.89K	315.1K	-100	-2.51%
Dec 31, 2025	RED TORTOISE LLC	0.06%	3.77K	305.15K	25	+0.67%
Dec 31, 2025	ROBERTS GLORE & CO INC /IL/	0.06%	3.5K	283.36K	0	0
Dec 31, 2025	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.08%	4.62K	374.32K	-508	-9.90%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.09%	5.36K	433.95K	-385	-6.70%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.09%	5.56K	450.35K	-6.91K	-55.40%
Dec 31, 2025	LEDYARD NATIONAL BANK	0.09%	5.55K	448.92K	-83	-1.47%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.1%	5.78K	467.76K	1.04K	+21.82%
Dec 31, 2025	NAPLES GLOBAL ADVISORS, LLC	0.1%	5.9K	477.99K	0	0
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.1%	5.91K	478.61K	-2.31K	-28.12%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.1%	6.33K	512.58K	-375	-5.59%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.11%	6.31K	510.64K	1.03K	+19.56%
Dec 31, 2025	MONECO ADVISORS, LLC	0.12%	7K	566.64K	0	0
Dec 31, 2025	GROVE BANK & TRUST	0.12%	7.37K	596.51K	0	0
Dec 31, 2025	UBS GROUP AG	0.13%	8.07K	653.19K	1.06K	+15.17%
Dec 31, 2025	CEDAR WEALTH MANAGEMENT, LLC	0.16%	9.58K	775.29K	0	0
Dec 31, 2025	STIFEL FINANCIAL CORP	0.16%	9.72K	787.27K	477	+5.16%
Dec 31, 2025	SIMON QUICK ADVISORS, LLC	0.17%	9.87K	799.16K	0	0
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.17%	10.62K	859.92K	5.63K	+112.57%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.18%	10.92K	890.55K	0	0
Dec 31, 2025	KAYDAN WEALTH MANAGEMENT, INC.	0.19%	11.48K	929.42K	104	+0.91%
Dec 31, 2025	CLEAR POINT ADVISORS INC.	0.22%	13.29K	1.08M	2.08K	+18.56%
Dec 31, 2025	COURIER CAPITAL LLC	0.22%	13.41K	1.09M	-386	-2.80%
Dec 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.25%	14.8K	1.2M	0	0
Dec 31, 2025	GREENLEAF TRUST	0.26%	15.28K	1.24M	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	15.56K	1.26M	6.51K	+72.03%
Dec 31, 2025	REDW WEALTH LLC	0.27%	15.98K	1.29M	-1.18K	-6.85%
Dec 31, 2025	ANSON CAPITAL, INC.	0.28%	16.79K	1.36M	4.81K	+40.20%
Dec 31, 2025	JPMORGAN CHASE & CO	0.28%	16.81K	1.36M	-181	-1.07%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.29%	17.77K	1.44M	11.81K	+198.24%
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.3%	18.4K	1.49M	356	+1.97%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.31%	18.95K	1.53M	-10.64K	-35.96%
Dec 31, 2025	RIK SAYLOR FINANCIAL, INC.	0.32%	19.25K	1.56M	-102	-0.53%
Dec 31, 2025	WT WEALTH MANAGEMENT	0.34%	20.24K	1.64M	1.64K	+8.80%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.35%	21.23K	1.72M	1.36K	+6.84%
Dec 31, 2025	ROYAL BANK OF CANADA	0.38%	23.31K	1.89M	-793	-3.29%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.14%	8.62K	689.15K	427	+5.21%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.14%	8.64K	690.91K	-585	-6.34%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.14%	8.77K	701.7K	0	0
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.15%	8.98K	717.86K	8.98K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	9.04K	723K	1.01K	+12.52%
Sep 30, 2025	L & S ADVISORS INC	0.41%	24.84K	1.99M	1.25K	+5.29%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.15%	9.25K	739.63K	969	+11.71%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.3%	18.04K	1.44M	56	+0.31%
Sep 30, 2025	WT WEALTH MANAGEMENT	0.31%	18.6K	1.49M	1.41K	+8.21%
Sep 30, 2025	RIK SAYLOR FINANCIAL, INC.	0.32%	19.35K	1.55M	-455	-2.30%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.33%	19.87K	1.59M	5.04K	+33.97%
Sep 30, 2025	VIRTU FINANCIAL LLC	0.34%	20.78K	1.66M	11.64K	+127.25%
Sep 30, 2025	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	0.43%	25.83K	2.07M	-410	-1.56%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.49%	29.59K	2.37M	124	+0.42%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.65%	39.43K	3.15M	2.07K	+5.53%
Sep 30, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.65%	39.57K	3.16M	-24.3K	-38.04%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.9%	54.74K	4.38M	39	+0.07%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.92%	55.67K	4.45M	6K	+12.07%
Sep 30, 2025	SLOY DAHL & HOLST, LLC	1.13%	68.62K	5.49M	994	+1.47%
Sep 30, 2025	MORGAN STANLEY	1.16%	70.18K	5.61M	39.23K	+126.73%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.16%	70.24K	5.62M	-398	-0.56%
Sep 30, 2025	RVW WEALTH, LLC	1.46%	88.31K	7.06M	-16	-0.02%
Sep 30, 2025	LPL FINANCIAL LLC	2.78%	168.26K	13.46M	3.76K	+2.28%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.18%	10.92K	867.77K	10.92K	+100.00%
Sep 30, 2025	BEAM WEALTH ADVISORS, INC.	0.2%	11.86K	948.38K	-2.96K	-20.00%
Sep 30, 2025	CLEAR POINT ADVISORS INC.	0.19%	11.21K	896.2K	1.05K	+10.36%
Sep 30, 2025	CITADEL ADVISORS LLC	0.17%	10.05K	804K	4.38K	+77.19%
Sep 30, 2025	ROYAL BANK OF CANADA	0.4%	24.11K	1.93M	-1.45K	-5.67%
Sep 30, 2025	GROVE BANK & TRUST	0.12%	7.37K	589.33K	0	0
Sep 30, 2025	CREATIVE PLANNING	0.5%	30K	2.4M	0	0
Sep 30, 2025	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.63%	37.91K	3.03M	-827	-2.14%
Sep 30, 2025	ROBERTS GLORE & CO INC /IL/	0.06%	3.5K	279.93K	0	0
Sep 30, 2025	ROSSMORE PRIVATE CAPITAL	0.06%	3.6K	287.94K	0	0
Sep 30, 2025	RED TORTOISE LLC	0.06%	3.74K	299.49K	15	+0.40%
Sep 30, 2025	NORTHERN TRUST CORP	55.27%	3.35M	267.73M	-31.55K	-0.93%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.07%	3.99K	319.3K	-500	-11.13%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.07%	4.01K	320.82K	0	0
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.08%	4.74K	376.98K	150	+3.27%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.08%	5K	399.6K	0	0
Sep 30, 2025	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.08%	5.13K	410.43K	-46	-0.89%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.09%	5.28K	421.92K	-200	-3.65%
Sep 30, 2025	LEDYARD NATIONAL BANK	0.09%	5.63K	450.15K	-97	-1.69%
Sep 30, 2025	MONECO ADVISORS, LLC	0.12%	7K	559.81K	0	0
Sep 30, 2025	UBS GROUP AG	0.12%	7.01K	560.29K	-3.65K	-34.26%
Sep 30, 2025	CEDAR WEALTH MANAGEMENT, LLC	0.16%	9.58K	765.95K	0	0
Sep 30, 2025	SIMON QUICK ADVISORS, LLC	0.16%	9.87K	789.53K	9.87K	+100.00%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.19%	11.37K	909.15K	8	+0.07%
Sep 30, 2025	KAYDAN WEALTH MANAGEMENT, INC.	0.19%	11.38K	909.9K	65	+0.57%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.21%	12.83K	1.03M	-314	-2.39%
Sep 30, 2025	PACIFIC SUN FINANCIAL CORP	0.22%	13.18K	1.05M	-30	-0.23%
Sep 30, 2025	INVESTORS RESEARCH CORP	0.05%	3.17K	253.15K	89	+2.89%
Sep 30, 2025	ARROWROOT FAMILY OFFICE, LLC	0.06%	3.36K	268.75K	-37	-1.09%
Sep 30, 2025	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	0.06%	3.41K	272.67K	0	0
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	3.42K	273.61K	14	+0.41%
Sep 30, 2025	HEROLD ADVISORS, INC.	0.16%	9.88K	790.1K	-952	-8.79%
Sep 30, 2025	ANSON CAPITAL, INC.	0.2%	11.98K	957.9K	-250	-2.04%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.21%	12.47K	974.37K	-877	-6.57%
Sep 30, 2025	COURIER CAPITAL LLC	0.23%	13.8K	1.1M	-316	-2.24%
Sep 30, 2025	GREENLEAF TRUST	0.25%	15.28K	1.22M	-10.38K	-40.44%
Sep 30, 2025	JPMORGAN CHASE & CO	0.28%	16.99K	1.36M	1.18K	+7.44%
Sep 30, 2025	REDW WEALTH LLC	0.28%	17.16K	1.37M	970	+5.99%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.23%	13.85K	1.11M	0	0
Sep 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.24%	14.8K	1.18M	0	0
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.14%	8.23K	657.89K	2.73K	+49.65%
Sep 30, 2025	FMR LLC	0.06%	3.42K	273.68K	25	+0.74%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.09%	5.74K	458.71K	5.04K	+725.18%
Sep 30, 2025	NAPLES GLOBAL ADVISORS, LLC	0.1%	5.9K	472.23K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.11%	6.71K	536.34K	-980	-12.75%
Jun 30, 2025	CLEAR POINT ADVISORS INC.	0.18%	10.15K	751.81K	394	+4.04%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.95%	54.7K	4.05M	3.36K	+6.54%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.2%	11.36K	841.17K	8	+0.07%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.08%	4.59K	337.99K	-843	-15.51%
Jun 30, 2025	ROSSMORE PRIVATE CAPITAL	0.06%	3.6K	266.58K	0	0
Jun 30, 2025	ARROWROOT FAMILY OFFICE, LLC	0.06%	3.4K	251.55K	3.4K	+100.00%
Jun 30, 2025	INVESTORS RESEARCH CORP	0.05%	3.08K	227.78K	109	+3.67%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.05%	2.93K	216.97M	2.93K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.54%	30.95K	2.29B	-1.72K	-5.28%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.16%	9.22K	682.97K	-1.38K	-12.99%
Jun 30, 2025	WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC	0.08%	4.35K	322.2K	0	0
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.07%	4.01K	297.02K	0	0
Jun 30, 2025	RED TORTOISE LLC	0.06%	3.73K	276.16K	-24.57K	-86.82%
Jun 30, 2025	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	0.06%	3.41K	252.44K	0	0
Jun 30, 2025	RVW WEALTH, LLC	1.53%	88.32K	6.54M	309	+0.35%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.05%	2.85K	211.34K	-211	-6.88%
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.04%	2.32K	171.8K	0	0
Jun 30, 2025	CHERRY TREE WEALTH MANAGEMENT, LLC	0.02%	1.12K	82.64K	0	0
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	650	48.13K	-350	-35.00%
Jun 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.01%	605	44.8K	0	0
Jun 30, 2025	PINNACLE BANCORP, INC.	0%	105	7.78K	105	+100.00%
Jun 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	4	297	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0%	0	-	-3.36K	-100.00%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0%	0	-	-8.2K	-100.00%
Jun 30, 2025	ADVISOR RESOURCE COUNCIL	0%	0	-	-23.32K	-100.00%
Jun 30, 2025	SLOY DAHL & HOLST, LLC	1.17%	67.63K	5.01M	1.27K	+1.91%
Jun 30, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	1.11%	63.86K	4.73M	-5.38K	-7.77%
Jun 30, 2025	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	0.46%	26.24K	1.94M	-1.52K	-5.46%
Jun 30, 2025	GREENLEAF TRUST	0.45%	25.66K	1.9M	-2K	-7.24%
Jun 30, 2025	L & S ADVISORS INC	0.41%	23.59K	1.75M	1.57K	+7.12%
Jun 30, 2025	REDW WEALTH LLC	0.28%	16.19K	1.2M	822	+5.35%
Jun 30, 2025	NAPLES GLOBAL ADVISORS, LLC	0.1%	5.9K	437.2K	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	5.11K	378.08K	359	+7.56%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.09%	5K	369.96K	0	0
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.08%	4.49K	332.64K	4	+0.09%
Jun 30, 2025	ROBERTS GLORE & CO INC /IL/	0.06%	3.5K	259.18K	0	0
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	3.41K	252.3K	16	+0.47%
Jun 30, 2025	FMR LLC	0.06%	3.4K	251.54M	30	+0.89%
Jun 30, 2025	JPMORGAN CHASE & CO	0.27%	15.82K	1.17M	-63	-0.40%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	14.83K	1.1M	1.6K	+12.12%
Jun 30, 2025	COURIER CAPITAL LLC	0.25%	14.11K	1.05M	-1.14K	-7.50%
Jun 30, 2025	ANSON CAPITAL, INC.	0.21%	12.23K	905.35K	168	+1.39%
Jun 30, 2025	KAYDAN WEALTH MANAGEMENT, INC.	0.2%	11.31K	837.59K	-427	-3.64%
Jun 30, 2025	HEROLD ADVISORS, INC.	0.19%	10.83K	801.97K	1	+0.01%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.16%	9.14K	677K	1.36K	+17.40%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.23%	13.35K	988.55K	4.94K	+58.64%
Jun 30, 2025	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.09%	5.18K	383.34K	5.18K	+100.00%
Jun 30, 2025	CEDAR WEALTH MANAGEMENT, LLC	0.17%	9.58K	709.13K	0	0
Jun 30, 2025	LEDYARD NATIONAL BANK	0.1%	5.73K	423.94K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.1%	5.5K	406.99K	-5.7K	-50.93%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.1%	5.48K	405.43K	1.23K	+28.98%
Jun 30, 2025	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.67%	38.73K	2.87M	0	0
Jun 30, 2025		0.34%	19.81K	1.47M	-531	-2.61%
Jun 30, 2025	BEAM WEALTH ADVISORS, INC.	0.26%	14.82K	1.1M	-647	-4.18%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.26%	14.8K	1.1M	0	0
Jun 30, 2025	PACIFIC SUN FINANCIAL CORP	0.23%	13.21K	978.44K	-100	-0.75%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.23%	13.14K	973.19K	232	+1.80%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.15%	8.77K	649.65K	0	0
Jun 30, 2025	STIFEL FINANCIAL CORP	0.14%	8.28K	613.01K	814	+10.91%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.14%	8.19K	606.41K	-230	-2.73%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	8.04K	595K	-20	-0.25%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.13%	7.69K	569.14K	-717	-8.53%
Jun 30, 2025	MONECO ADVISORS, LLC	0.12%	7K	518.28K	0	0
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.1%	5.74K	425.35K	-719	-11.12%
Jun 30, 2025	GROVE BANK & TRUST	0.13%	7.37K	545.61K	7.37K	+100.00%
Jun 30, 2025	NORTHERN TRUST CORP	58.68%	3.38M	250.2M	143.36K	+4.43%
Jun 30, 2025	LPL FINANCIAL LLC	2.86%	164.5K	12.18M	13.06K	+8.63%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.23%	70.64K	5.23M	59.8K	+551.52%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.87%	50.13K	677K	49.06K	+4,554.87%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.86%	49.67K	3.68M	8.5K	+20.64%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.65%	37.36K	2.77M	1.77K	+4.98%
Jun 30, 2025	CREATIVE PLANNING	0.52%	30K	2.22M	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.51%	29.47K	2.18M	1.27K	+4.50%
Jun 30, 2025	ROYAL BANK OF CANADA	0.44%	25.56K	1.89M	1.28K	+5.26%
Jun 30, 2025	BLAIR WILLIAM & CO/IL	0.31%	17.98K	1.33M	64	+0.36%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.24%	13.85K	1.03B	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	0.1%	5.67K	420.09M	-13.19K	-69.92%
Jun 30, 2025	RIK SAYLOR FINANCIAL, INC.	0.34%	19.81K	1.47M	-531	-2.61%
Jun 30, 2025	UBS GROUP AG	0.19%	10.66K	789.01K	-10.17K	-48.84%
Jun 30, 2025	WT WEALTH MANAGEMENT	0.3%	17.19K	1.27M	-2.61K	-13.17%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.15%	8.4K	587.25K	1.04K	+14.05%
Mar 31, 2025	CLEAR POINT ADVISORS INC.	0.18%	9.76K	682.07K	387	+4.13%
Mar 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.19%	10.6K	740.83K	10.6K	+100.00%
Mar 31, 2025	HEROLD ADVISORS, INC.	0.2%	10.83K	756.89K	685	+6.75%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.2%	10.84K	757.78K	-1.23K	-10.16%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	11.13K	777.74K	3.56K	+47.08%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.51%	28.2K	1.97M	372	+1.34%
Mar 31, 2025	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.7%	38.73K	2.71M	38.73K	+100.00%
Mar 31, 2025	SLOY DAHL & HOLST, LLC	1.2%	66.36K	4.64M	2.28K	+3.56%
Mar 31, 2025	ANSON CAPITAL, INC.	0.22%	12.06K	842.74K	37	+0.31%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.23%	12.91K	902.31K	-192	-1.47%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	13.23K	925K	-530	-3.85%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.14%	7.46K	521.66K	-970	-11.50%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.14%	7.79K	544K	863	+12.46%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	8.06K	563K	-193	-2.34%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.15%	8.2K	573.1K	8.2K	+100.00%
Mar 31, 2025	PACIFIC SUN FINANCIAL CORP	0.24%	13.31K	930.46K	-130	-0.97%
Mar 31, 2025	CITADEL ADVISORS LLC	0.34%	18.86K	1.32M	10.13K	+115.94%
Mar 31, 2025	WT WEALTH MANAGEMENT	0.36%	19.8K	1.38M	19.8K	+100.00%
Mar 31, 2025		0.37%	20.34K	1.42M	-180	-0.88%
Mar 31, 2025	L & S ADVISORS INC	0.4%	22.02K	1.54M	-1.95K	-8.15%
Mar 31, 2025	ADVISOR RESOURCE COUNCIL	0.42%	23.32K	1.63M	23.32K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.44%	24.28K	1.7M	6.03K	+33.07%
Mar 31, 2025	GREENLEAF TRUST	0.5%	27.67K	1.93M	-1.8K	-6.11%
Mar 31, 2025	RVW WEALTH, LLC	1.59%	88.01K	6.15M	-1.61K	-1.79%
Mar 31, 2025	COURIER CAPITAL LLC	0.28%	15.26K	1.07M	-73	-0.48%
Mar 31, 2025	REDW WEALTH LLC	0.28%	15.37K	1.07M	0	0
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.75%	41.18K	2.88M	6.78K	+19.71%
Mar 31, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	1.25%	69.24K	4.84M	69.24K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	2.74%	151.44K	10.58M	-966	-0.63%
Mar 31, 2025	NORTHERN TRUST CORP	58.59%	3.24M	226.13M	-52.86K	-1.61%
Mar 31, 2025	RED TORTOISE LLC	0.51%	28.3K	1.98M	85	+0.30%
Mar 31, 2025	CREATIVE PLANNING	0.54%	30K	2.1M	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	8.42K	588.16K	-1.12K	-11.75%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.15%	8.42K	588.41K	-251	-2.90%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.16%	8.77K	613.15K	0	0
Mar 31, 2025	UBS GROUP AG	0.38%	20.83K	1.46M	2.57K	+14.05%
Mar 31, 2025	MORGAN STANLEY	0.59%	32.68K	2.28M	-3.15K	-8.78%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.64%	35.59K	2.49M	1.59K	+4.68%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.93%	51.34K	3.59M	1.45K	+2.90%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.2%	11.2K	786.27K	1	+0.01%
Mar 31, 2025	CEDAR WEALTH MANAGEMENT, LLC	0.17%	9.58K	669.28K	0	0
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.21%	11.35K	793.34K	-153	-1.33%
Mar 31, 2025	KAYDAN WEALTH MANAGEMENT, INC.	0.21%	11.74K	820.37K	35	+0.30%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.25%	13.85K	967.63K	13.85K	+100.00%
Mar 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.27%	14.8K	1.03M	14.8K	+100.00%
Mar 31, 2025	BEAM WEALTH ADVISORS, INC.	0.28%	15.47K	1.08M	-243	-1.55%
Mar 31, 2025	JPMORGAN CHASE & CO	0.29%	15.88K	1.11M	-616	-3.73%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	0.32%	17.92K	1.25M	-445	-2.42%
Mar 31, 2025	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	0.5%	27.75K	1.94M	27.75K	+100.00%
Mar 31, 2024	INVESTORS RESEARCH CORP	0.07%	4.15K	266.28K	192	+4.85%
Mar 31, 2024	FMR LLC	0.07%	4.34K	278.68K	2.16K	+99.08%
Mar 31, 2024	CENTAURUS FINANCIAL, INC.	0.08%	4.63K	297K	-987	-17.57%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.08%	4.95K	317.84K	0	0
Mar 31, 2024	NAPLES GLOBAL ADVISORS, LLC	0.1%	5.9K	379.09K	5.9K	+100.00%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.11%	6.66K	427.47K	-2	-0.03%
Mar 31, 2024	CITADEL ADVISORS LLC	0.15%	9.16K	588.35K	-2.99K	-24.62%
Mar 31, 2024	MORGAN STANLEY	0.73%	43.77K	2.81M	-3.38K	-7.17%
Mar 31, 2024	ARGENT TRUST CO	0.06%	3.9K	250.42K	3.9K	+100.00%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.12%	7.49K	480.86K	3.25K	+76.84%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.13%	6.84K	438.98K	1	+0.01%
Mar 31, 2024	LEDYARD NATIONAL BANK	0.13%	6.88K	441.44K	0	0
Mar 31, 2024	MONECO ADVISORS, LLC	0.13%	7K	449.4K	0	0
Mar 31, 2024	ARROWROOT FAMILY OFFICE, LLC	0.14%	7.36K	472.65K	-629	-7.87%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.15%	8.73K	561K	2.79K	+47.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	9.21K	592K	-1.04K	-10.15%
Mar 31, 2024	JPMORGAN CHASE & CO	0.16%	9.56K	613.63K	-771	-7.47%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.16%	8.77K	563.31K	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.17%	10.04K	644.42K	-214	-2.09%
Mar 31, 2024	CETERA ADVISORS LLC	0.17%	9.24K	593.1K	9.24K	+100.00%
Mar 31, 2024	FLOW TRADERS U.S. LLC	0.17%	9.33K	599K	9.33K	+100.00%
Mar 31, 2024	CEDAR WEALTH MANAGEMENT, LLC	0.18%	9.58K	614.88K	10	+0.10%
Mar 31, 2024	REDW WEALTH LLC	0.28%	15.34K	985.23K	0	0
Mar 31, 2024	COURIER CAPITAL LLC	0.3%	16.15K	1.04M	-1.14K	-6.60%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.3%	18.14K	1.16M	40	+0.22%
Mar 31, 2024	BENEDETTI & GUCER, INC.	0.32%	17.56K	1.13M	-3.3K	-15.81%
Mar 31, 2024	SECURED RETIREMENT ADVISORS, LLC	0.37%	20.15K	1.29M	-415	-2.02%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.4%	21.98K	1.41M	-595	-2.64%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.42%	22.74K	1.46M	22.74K	+100.00%
Mar 31, 2024	L & S ADVISORS INC	0.46%	24.86K	1.6M	312	+1.27%
Mar 31, 2024	CREATIVE PLANNING	0.5%	30K	1.93M	0	0
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.51%	27.56K	1.77M	3.79K	+15.94%
Mar 31, 2024	RED TORTOISE LLC	0.51%	27.76K	1.78M	79	+0.29%
Mar 31, 2024	GREENLEAF TRUST	0.58%	31.42K	2.02M	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.61%	36.9K	2.37M	10.12K	+37.78%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.66%	39.64K	2.55M	4.12K	+11.59%
Mar 31, 2024	SLOY DAHL & HOLST, LLC	1.08%	59.08K	3.79M	1.47K	+2.55%
Mar 31, 2024	LPL FINANCIAL LLC	2.55%	153.26K	9.84M	2.44K	+1.62%
Mar 31, 2024	NORTHERN TRUST CORP	54.99%	3.3M	212.19M	-71.03K	-2.10%
Mar 31, 2024	HEROLD ADVISORS, INC.	0.18%	9.89K	635.25K	-544	-5.21%
Mar 31, 2024	UBS GROUP AG	0.19%	11.4K	732.05K	-8.43K	-42.51%
Mar 31, 2024	KAYDAN WEALTH MANAGEMENT, INC.	0.2%	10.86K	697.25K	0	0
Mar 31, 2024	WEALTHCARE ADVISORY PARTNERS LLC	0.21%	11.49K	737.96K	0	0
Mar 31, 2024	ANSON CAPITAL, INC.	0.23%	12.66K	812.77K	109	+0.87%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.24%	14.22K	912.88K	13.9K	+4,413.33%
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0.24%	13K	834.95K	13K	+100.00%
Mar 31, 2024	EDGE CAPITAL GROUP, LLC	0.25%	13.64K	876.01K	0	0
Mar 31, 2024	PACIFIC SUN FINANCIAL CORP	0.25%	13.75K	882.76K	0	0
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.26%	14.29K	881.03K	1.3K	+10.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.26%	15.82K	1.02M	-7.15K	-31.12%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.59%	32.03K	2.06M	24.85K	+346.02%
Mar 31, 2024	RVW WEALTH, LLC	2.1%	114.55K	7.36M	-15.66K	-12.03%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.11%	6.16K	395.32K	-2.39K	-27.95%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	7.01K	449.98K	-882	-11.18%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.12%	7.03K	451.25K	6	+0.09%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.12%	7.38K	474.01K	447	+6.45%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.14%	8.13K	521.89K	-3.62K	-30.81%
Mar 31, 2024	FIFTH THIRD BANCORP	0.07%	3.94K	253.11K	-1.31K	-24.91%
Dec 31, 2023	SLOY DAHL & HOLST, LLC	1.01%	57.61K	3.4M	720	+1.27%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.07%	4.24K	250.12K	-2.65K	-38.45%
Dec 31, 2023	RVW WEALTH, LLC	2.28%	130.21K	7.69M	-19.36K	-12.95%
Dec 31, 2023	LPL FINANCIAL LLC	2.64%	150.83K	8.91M	-5.98K	-3.81%
Dec 31, 2023	NORTHERN TRUST CORP	59.08%	3.38M	199.36M	-53.51K	-1.56%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.09%	4.95K	292.35K	0	0
Dec 31, 2023	FIFTH THIRD BANCORP	0.09%	5.25K	310.07K	0	0
Dec 31, 2023	CENTAURUS FINANCIAL, INC.	0.1%	5.62K	332K	938	+20.04%
Dec 31, 2023	WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC	0.1%	5.87K	346.86K	-9	-0.15%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.1%	5.94K	351K	-340	-5.42%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.12%	6.66K	393.29K	1	+0.02%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.12%	6.84K	403.73K	-1.22K	-15.18%
Dec 31, 2023	LEDYARD NATIONAL BANK	0.12%	6.88K	406.04K	-100	-1.43%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.12%	6.94K	409.6K	685	+10.96%
Dec 31, 2023	MONECO ADVISORS, LLC	0.12%	7K	413.36K	0	0
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.12%	7.02K	414.74K	-187	-2.59%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.13%	7.18K	424.11K	1.05K	+17.16%
Dec 31, 2023		0.14%	7.99K	471.89K	-721	-8.28%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.15%	8.55K	504.66K	-3.05K	-26.29%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.15%	8.77K	518.13K	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.18%	10.25K	605.38K	-3.25K	-24.06%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	10.26K	606K	-841	-7.58%
Dec 31, 2023	JPMORGAN CHASE & CO	0.18%	10.33K	609.95K	10.33K	+100.00%
Dec 31, 2023	HEROLD ADVISORS, INC.	0.18%	10.44K	616.41K	-394	-3.64%
Dec 31, 2023	KAYDAN WEALTH MANAGEMENT, INC.	0.19%	10.86K	641.33K	-120	-1.09%
Dec 31, 2023	WEALTHCARE ADVISORY PARTNERS LLC	0.2%	11.49K	678.78K	0	0
Dec 31, 2023	STIFEL FINANCIAL CORP	0.21%	11.75K	693.78K	1.46K	+14.15%
Dec 31, 2023	CITADEL ADVISORS LLC	0.21%	12.16K	717.87K	-11.12K	-47.78%
Dec 31, 2023	ANSON CAPITAL, INC.	0.22%	12.55K	741.15K	4.86K	+63.29%
Dec 31, 2023	AMERITAS ADVISORY SERVICES, LLC	0.23%	12.99K	793.95K	-8.47K	-39.45%
Dec 31, 2023	EDGE CAPITAL GROUP, LLC	0.24%	13.64K	805.76K	0	0
Dec 31, 2023	PACIFIC SUN FINANCIAL CORP	0.24%	13.75K	811.97K	0	0
Dec 31, 2023	REDW WEALTH LLC	0.27%	15.34K	906.22K	-13.23K	-46.29%
Dec 31, 2023	COURIER CAPITAL LLC	0.3%	17.29K	1.02M	-507	-2.85%
Dec 31, 2023	BLAIR WILLIAM & CO/IL	0.32%	18.1K	1.07M	-1.96K	-9.75%
Dec 31, 2023	ADVISOR RESOURCE COUNCIL	0.33%	18.78K	1.11M	18.78K	+100.00%
Dec 31, 2023	UBS GROUP AG	0.35%	19.83K	1.17M	-5.47K	-21.62%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.35%	20.23K	1.23M	-2.68K	-11.69%
Dec 31, 2023	BENEDETTI & GUCER, INC.	0.37%	20.86K	1.23M	-18	-0.09%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.37%	21.01K	1.24M	21.01K	+100.00%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.4%	22.58K	1.33M	-286	-1.25%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.4%	22.97K	1.36M	10.54K	+84.78%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.42%	23.77K	1.4M	2.01K	+9.24%
Dec 31, 2023	L & S ADVISORS INC	0.43%	24.54K	1.45M	2.78K	+12.77%
Dec 31, 2023	ROYAL BANK OF CANADA	0.47%	26.78K	1.58M	-39.36K	-59.51%
Dec 31, 2023	RED TORTOISE LLC	0.48%	27.69K	1.64M	214	+0.78%
Dec 31, 2023	CREATIVE PLANNING	0.53%	30K	1.77M	0	0
Dec 31, 2023	GREENLEAF TRUST	0.55%	31.42K	1.86M	12.02K	+61.94%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.62%	35.52K	2.1M	5.28K	+17.45%
Dec 31, 2023	MORGAN STANLEY	0.83%	47.15K	2.78M	-156	-0.33%

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