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

Who are the major shareholders selling First Trust Nasdaq-100 Select Equal Weight ETF stock?

NEW ENGLAND PRIVATE WEALTH ADVISORS LLC, in the last quarter, reduced its stake in QQEW by -0.03% restricting it's holding to 69.37 thousand shares of worth nearly $8.81M. CHOREO, LLC also lessened -2.52% of the QQEW shares from its portfolio, reducing its holding to 26.08 thousand shares of worth $3.31M. PRIVATE ADVISOR GROUP, LLC also shunned QQEW shares holding by -3.15% last quarter which brought its holding to 16.24 thousand shares worth $2.06M.

Investors who are buying QQEW stock?

As per its latest 13F filing, CX INSTITUTIONAL increased its stake in QQEW by 8.07% in the last quarter. The institutional holder raised its holding to 76.58 thousand shares having worth more than $9.72M. GRANITE BAY WEALTH MANAGEMENT, LLC also added 9.53% more shares of QQEW to its portfolio, raising its holding to 62.86 thousand shares of worth $7.98M. JPMORGAN CHASE & CO also increased its QQEW shares holding by 1.52% which brought its holding to 60.54 thousand shares worth $7.45M.

QQEW's major insiders: who are they?

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

Did an insider recently sell QQEW stock?

Company executives, directors, and other insiders own N/A percent of First Trust Nasdaq-100 Select Equal Weight ETF's stock. Within the last six months, there have been 0 transaction(s) in which QQEW insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased QQEW stock?

There have been 0 transaction(s) during the past 6-months in which First Trust Nasdaq-100 Select Equal Weight ETF insiders have bought stock, totalling 0 shares

How much of QQEW does insiders own?

Around 0 First Trust Nasdaq-100 Select Equal Weight ETF shares are held by insiders, which represents about N/A of QQEW stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in QQEW?

NEW ENGLAND PRIVATE WEALTH ADVISORS LLC is the largest institutional owner in QQEW which holds 69.37 thousand shares worth $8.81M or 0.56% of the total QQEW shares outstanding followed by CX INSTITUTIONAL with ownership of 76.58 thousand shares representing 0.62% of the QQEW ownership. GRANITE BAY WEALTH MANAGEMENT, LLC is the third largest stakeholder with 62.86 thousand shares or 0.51% of the ownership worth more than $7.98M.

Is First Trust Nasdaq-100 Select Equal Weight 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 QQEW is concerned, it is a stock which is optionable.

Is there a short position on QQEW's shares?

Number of QQEW 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 QQEW shares are there?

As of today, null shares of QQEW are outstanding.

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

QQEW 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 QQEW is null.

First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) 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. NEW ENGLAND PRIVATE WEALTH ADVISORS LLC is the top corporate investor, holding 69.37K shares valued at $8.81M. A 0.56% stake in First Trust Nasdaq-100 Select Equal Weight ETF is owned by the company. CX INSTITUTIONAL owns 76.58K shares valued at $9.72M, which translates its holding of 0.62% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.56%	69.37K	8.81M	-18	-0.03%
Mar 31, 2026	CX INSTITUTIONAL	0.62%	76.58K	9.72M	5.72K	+8.07%
Mar 31, 2026	GRANITE BAY WEALTH MANAGEMENT, LLC	0.51%	62.86K	7.98M	5.47K	+9.53%
Mar 31, 2026	JPMORGAN CHASE & CO	0.49%	60.54K	7.45M	904	+1.52%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.47%	58.4K	7.42M	19.1K	+48.60%
Mar 31, 2026	CHOREO, LLC	0.21%	26.08K	3.31M	-675	-2.52%
Mar 31, 2026	GUARDIAN WEALTH ADVISORS, LLC / NC	0.2%	24.87K	3.16M	251	+1.02%
Mar 31, 2026	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.19%	23.12K	2.94M	2.62K	+12.76%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.13%	16.24K	2.06M	-528	-3.15%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.14%	16.64K	2.11M	2.54K	+18.05%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.14%	17.27K	2.19M	2.36K	+15.83%
Mar 31, 2026	BAKER AVENUE ASSET MANAGEMENT, LP	0.14%	17.35K	2.2M	-1.23K	-6.64%
Mar 31, 2026	SOWELL FINANCIAL SERVICES LLC	0.14%	17.74K	2.25M	-350	-1.93%
Mar 31, 2026	CITIGROUP INC	0.15%	18.46K	2.34M	-12.48K	-40.33%
Mar 31, 2026	DAVIS INVESTMENT PARTNERS, LLC	0.29%	36K	4.57M	-4.82K	-11.81%
Mar 31, 2026	SOUND FINANCIAL STRATEGIES GROUP, LLC	0.15%	18.59K	2.36M	-373	-1.97%
Mar 31, 2026	COZAD ASSET MANAGEMENT INC	0.19%	23.9K	3.03M	-801	-3.24%
Mar 31, 2026	B. RILEY WEALTH ADVISORS, INC.	0.24%	29.8K	3.67M	-2.77K	-8.50%
Mar 31, 2026	CRUMLY & ASSOCIATES INC.	0.25%	31.22K	3.96M	-1.71K	-5.20%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.27%	33.42K	4.24M	-3.91K	-10.47%
Mar 31, 2026	ROYAL BANK OF CANADA	2.37%	291.85K	37.06M	-33.52K	-10.30%
Mar 31, 2026	DAVENPORT & CO LLC	0.15%	18.87K	2.4M	-4.18K	-18.12%
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0.16%	19.34K	2.46M	1	+0.01%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	1.67%	206.29K	26.19M	26.39K	+14.67%
Mar 31, 2026	STENGER FAMILY OFFICE, LLC	0.3%	37.04K	4.7M	37.04K	+100.00%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.38%	46.38K	5.89M	3.65K	+8.55%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.4%	48.97K	6.22M	-3.52K	-6.71%
Mar 31, 2026	FRISCH FINANCIAL GROUP, INC.	0.4%	49.07K	6.23M	-2.93K	-5.64%
Mar 31, 2026	MORGAN STANLEY	11.62%	1.43M	181.73M	-81.5K	-5.39%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.39%	48.54K	6.16M	-26.01K	-34.89%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.4%	49.4K	6.09M	4.58K	+10.22%
Mar 31, 2026	VIRTUS WEALTH SOLUTIONS LLC	0.42%	51.38K	6.52M	-34.83K	-40.40%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.19%	23.36K	2.97M	-213	-0.90%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.42%	52.2K	6.63M	361	+0.70%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.29%	36.09K	4.58M	36.09K	+100.00%
Mar 31, 2026	GRATUS WEALTH ADVISORS, LLC	0.86%	106.44K	13.52M	-164.63K	-60.73%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	26.56K	3.37M	-13.96K	-34.46%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.99%	122.5K	15.56M	-9.66K	-7.31%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.23%	28.56K	3.63M	-2.83K	-9.00%
Mar 31, 2026	GTS SECURITIES LLC	0.66%	81.02K	10.29M	81.02K	+100.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.7%	85.92K	10.91M	-7K	-7.53%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.71%	87.71K	11.14M	-15.76K	-15.23%
Mar 31, 2026	UBS GROUP AG	2.22%	273.9K	34.78M	5.03K	+1.87%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	4.8%	591.81K	75.14M	-136.92K	-18.79%
Mar 31, 2026	BIP WEALTH, LLC	0.87%	107.21K	13.61M	-9.52K	-8.15%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.16%	20.22K	2.57M	16	+0.08%
Mar 31, 2026	CRESSET ASSET MANAGEMENT, LLC	0.24%	29.8K	3.78M	-1.33K	-4.26%
Mar 31, 2026	DARWIN WEALTH MANAGEMENT, LLC	0.25%	31.18K	3.96M	-25.55K	-45.04%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.09%	133.97K	17.01M	4.37K	+3.38%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.28%	34.1K	4.33M	-310	-0.90%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.16%	19.63K	2.49M	-701	-3.45%
Mar 31, 2026	NTV ASSET MANAGEMENT LLC	0.29%	35.52K	4.51M	-1.09K	-2.99%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.17%	21.39K	2.72M	561	+2.69%
Mar 31, 2026	GATEWAY WEALTH PARTNERS, LLC	0.18%	22.56K	2.86M	11.71K	+107.95%
Mar 31, 2026	LPL FINANCIAL LLC	5.43%	669.31K	84.98M	-18.31K	-2.66%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	7.05%	868.67K	110.3M	-203.97K	-19.02%
Mar 31, 2026	STIFEL FINANCIAL CORP	1.27%	156.38K	19.86M	-33.81K	-17.78%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.34%	165.11K	20.97M	-11.98K	-6.76%
Mar 31, 2026	STEPHENS INC /AR/	0.11%	13.03K	1.65M	-300	-2.25%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.13%	15.66K	1.99M	-4.02K	-20.42%
Mar 31, 2026	JANE STREET GROUP, LLC	0.13%	15.83K	2.01M	15.83K	+100.00%
Mar 31, 2026	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.28%	34.88K	4.43M	-83	-0.24%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.75%	92.74K	11.78M	-6.07K	-6.14%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.71%	87.97K	11.17M	-40.18K	-31.35%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.33%	44.82K	6.37M	7.37K	+19.66%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.3%	40.52K	5.76M	15.38K	+61.16%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.38%	52.49K	7.46M	-937	-1.75%
Dec 31, 2025	CX INSTITUTIONAL	0.53%	70.86K	10.07M	3.11K	+4.59%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.55%	74.56K	10.6M	2.22K	+3.07%
Dec 31, 2025	VIRTUS WEALTH SOLUTIONS LLC	0.64%	86.21K	12.25M	287	+0.33%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.67%	92.92K	13.21M	-93.4K	-50.13%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.72%	98.81K	14.04M	1.73K	+1.78%
Dec 31, 2025	BIP WEALTH, LLC	0.87%	116.73K	16.59M	112.48K	+2,643.98%
Dec 31, 2025	JPMORGAN CHASE & CO	0.44%	59.63K	8.48M	-10.54K	-15.02%
Dec 31, 2025	B. RILEY WEALTH ADVISORS, INC.	0.24%	32.57K	4.63M	1.06K	+3.36%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.94%	129.6K	18.42M	5.78K	+4.67%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.29%	177.09K	25.17M	12.42K	+7.54%
Dec 31, 2025	MOORS & CABOT, INC.	0.09%	11.71K	1.66M	409	+3.62%
Dec 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.1%	12.98K	1.84M	1.46K	+12.66%
Dec 31, 2025	MARSHALL INVESTMENT MANAGEMENT, LLC	0.1%	13.16K	1.87M	-3.04K	-18.77%
Dec 31, 2025	STEPHENS INC /AR/	0.1%	13.33K	1.89M	0	0
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.33%	179.89K	25.57M	149.72K	+496.27%
Dec 31, 2025	STIFEL FINANCIAL CORP	1.4%	190.19K	27.03M	14.3K	+8.13%
Dec 31, 2025	UBS GROUP AG	1.95%	268.87K	38.21M	-2.54K	-0.94%
Dec 31, 2025	GRATUS WEALTH ADVISORS, LLC	2.01%	271.07K	38.53M	2.48K	+0.92%
Dec 31, 2025	LPL FINANCIAL LLC	5.05%	687.62K	97.73M	11.49K	+1.70%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	7.77%	1.07M	152.45M	84.83K	+8.59%
Dec 31, 2025	MORGAN STANLEY	10.95%	1.51M	215.01M	-19K	-1.24%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.14%	19.34K	2.75B	0	0
Dec 31, 2025	SOUND FINANCIAL STRATEGIES GROUP, LLC	0.14%	18.96K	2.69M	-77	-0.40%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.15%	19.68K	2.8M	28	+0.14%
Dec 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.15%	20.5K	2.91M	-732	-3.45%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.15%	20.82K	2.96M	1.12K	+5.66%
Dec 31, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.16%	21.85K	3.1M	1.47K	+7.20%
Dec 31, 2025	DAVENPORT & CO LLC	0.17%	23.04K	3.28M	-1.05K	-4.35%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.17%	23.57K	3.35M	-888	-3.63%
Dec 31, 2025	COZAD ASSET MANAGEMENT INC	0.18%	24.7K	3.51M	-447	-1.78%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.23%	31.38K	4.46M	-145	-0.46%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.28%	39.3K	5.59M	17.7K	+81.94%
Dec 31, 2025	DAVIS INVESTMENT PARTNERS, LLC	0.3%	40.82K	5.77M	-48	-0.12%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.31%	42.73K	6.07M	4.05K	+10.48%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.38%	51.84K	7.37M	-27.12K	-34.35%
Dec 31, 2025	FRISCH FINANCIAL GROUP, INC.	0.38%	52.01K	7.39M	-1.29K	-2.42%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.41%	55.21K	7.85M	55.21K	+100.00%
Dec 31, 2025	DARWIN WEALTH MANAGEMENT, LLC	0.42%	56.74K	8.06M	3.56K	+6.69%
Dec 31, 2025	GRANITE BAY WEALTH MANAGEMENT, LLC	0.43%	57.39K	8.16M	1.75K	+3.15%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.75%	103.47K	14.71M	-47.32K	-31.38%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.93%	128.15K	18.21M	-178	-0.14%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.96%	132.16K	18.79M	-10.47K	-7.34%
Dec 31, 2025	ROYAL BANK OF CANADA	2.36%	325.37K	46.25M	7.66K	+2.41%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	5.35%	728.72K	103.57M	-72.35K	-9.03%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.25%	34.41K	4.89M	5.01K	+17.04%
Dec 31, 2025	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.25%	34.96K	4.97M	-211	-0.60%
Dec 31, 2025	NTV ASSET MANAGEMENT LLC	0.27%	36.61K	5.2M	-1.8K	-4.69%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.28%	37.33K	5.31M	-2.55K	-6.39%
Dec 31, 2025	CHOREO, LLC	0.2%	26.76K	3.84M	-2.91K	-9.81%
Dec 31, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.51%	69.39K	9.86M	-209	-0.30%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.67%	90.73K	13M	-5.04K	-5.26%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	19.49K	2.77M	-1.02K	-4.95%
Dec 31, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.14%	18.58K	2.64M	-398	-2.10%
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.13%	18.09K	2.57M	20	+0.11%
Dec 31, 2025	ATLAS PRIVATE WEALTH ADVISORS	0.13%	17.99K	2.56M	-5.24K	-22.57%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.12%	16.77K	2.38M	-979	-5.52%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.11%	14.91K	2.12M	53	+0.36%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.1%	14.1K	2M	1.17K	+9.04%
Dec 31, 2025	CRUMLY & ASSOCIATES INC.	0.24%	32.93K	4.68M	-1.38K	-4.01%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.23%	31.12K	4.42M	164	+0.53%
Dec 31, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.18%	24.61K	3.5M	205	+0.84%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.15%	20.34K	2.89M	-38.49K	-65.43%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.15%	21.07K	2.99M	-1.09K	-4.91%
Dec 31, 2025	CITIGROUP INC	0.23%	30.93K	4.4M	-8.24K	-21.02%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.28%	37.45K	5.26M	3.08K	+8.94%
Sep 30, 2025	FRISCH FINANCIAL GROUP, INC.	0.39%	53.3K	7.52M	-456	-0.85%
Sep 30, 2025	DARWIN WEALTH MANAGEMENT, LLC	0.39%	53.18K	7.5M	4.21K	+8.59%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.23%	31.51K	4.45M	0	0
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.23%	31.53K	4.45M	-2.35K	-6.93%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.24%	32.07K	4.52M	-227	-0.70%
Sep 30, 2025	CHOREO, LLC	0.22%	29.66K	4.19M	-155	-0.52%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.29%	39.88K	5.63M	8.26K	+26.12%
Sep 30, 2025	POLEN CAPITAL MANAGEMENT LLC	0.17%	22.53K	3.18M	22.53K	+100.00%
Sep 30, 2025	ATLAS PRIVATE WEALTH ADVISORS	0.17%	23.23K	3.28M	-121.2K	-83.91%
Sep 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.18%	24.41K	3.44M	-1.65K	-6.32%
Sep 30, 2025	COZAD ASSET MANAGEMENT INC	0.19%	25.15K	3.55M	-405	-1.58%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.22%	30.17K	4.26M	30.17K	+100.00%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.29%	38.68K	5.46M	-1.48K	-3.68%
Sep 30, 2025	CITIGROUP INC	0.29%	39.17K	5.53M	-1.48K	-3.64%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.05%	142.63K	19.67M	21.69K	+17.93%
Sep 30, 2025	JP WEALTH MANAGEMENT, INC.	0.93%	126.34K	17.83M	-860	-0.68%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.95%	128.33K	18.11M	18.26K	+16.59%
Sep 30, 2025	UBS GROUP AG	2.01%	271.41K	38.3M	-18.93K	-6.52%
Sep 30, 2025	ROYAL BANK OF CANADA	2.35%	317.71K	44.83M	10.7K	+3.49%
Sep 30, 2025	LPL FINANCIAL LLC	5%	676.12K	95.41M	-14.4K	-2.09%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.58%	78.96K	11.14M	13.74K	+21.07%
Sep 30, 2025	BURKE & HERBERT BANK & TRUST CO	0.1%	13.25K	1.87M	0	0
Sep 30, 2025	STEPHENS INC /AR/	0.1%	13.33K	1.88M	156	+1.18%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.11%	14.86K	2.1M	3.07K	+26.01%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.12%	15.98K	2.25M	-517	-3.13%
Sep 30, 2025	IRONBRIDGE PRIVATE WEALTH, LLC	0.12%	16.72K	2.36M	-2.09K	-11.10%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	17.75K	2.5M	-41	-0.23%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.13%	18.07K	2.55M	312	+1.76%
Sep 30, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.14%	18.98K	2.68M	203	+1.08%
Sep 30, 2025	SOUND FINANCIAL STRATEGIES GROUP, LLC	0.14%	19.04K	2.69M	2.23K	+13.24%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.14%	19.34K	2.73M	244	+1.28%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.15%	19.71K	2.78M	345	+1.78%
Sep 30, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.15%	20.38K	2.88M	1.21K	+6.33%
Sep 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.16%	21.23K	3M	-333	-1.54%
Sep 30, 2025	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.26%	35.17K	4.96M	-329	-0.93%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.39%	53.42K	7.54M	-1.97K	-3.56%
Sep 30, 2025	MORGAN STANLEY	11.32%	1.53M	216.15M	-14.12K	-0.91%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	5.92%	801.07K	113.04M	-124.13K	-13.42%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	7.3%	987.81K	139.39M	3K	+0.30%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.43%	58.82K	8.3M	1.25K	+2.17%
Sep 30, 2025	GRANITE BAY WEALTH MANAGEMENT, LLC	0.41%	55.64K	7.85M	55.64K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.38%	186.32K	26.29M	27.03K	+16.97%
Sep 30, 2025	STIFEL FINANCIAL CORP	1.3%	175.89K	24.82M	7.46K	+4.43%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.11%	150.8K	21.28M	-15.54K	-9.34%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.23%	30.96K	4.37M	1.39K	+4.69%
Sep 30, 2025	CRUMLY & ASSOCIATES INC.	0.25%	34.31K	4.84M	-519	-1.49%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	25.14K	3.55M	-5.49K	-17.91%
Sep 30, 2025	DAVENPORT & CO LLC	0.18%	24.09K	3.4M	-192	-0.79%
Sep 30, 2025	DAVIS INVESTMENT PARTNERS, LLC	0.3%	40.87K	5.79M	358	+0.88%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.22%	164.67K	23.24M	42.98K	+35.32%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.18%	24.46K	3.45M	408	+1.70%
Sep 30, 2025	NTV ASSET MANAGEMENT LLC	0.28%	38.41K	5.42M	-3.31K	-7.92%
Sep 30, 2025	CX INSTITUTIONAL	0.5%	67.76K	9.56M	-26.21K	-27.90%
Sep 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.51%	69.59K	9.82M	13	+0.02%
Sep 30, 2025	JPMORGAN CHASE & CO	0.52%	70.17K	9.9M	-2.97K	-4.05%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.53%	72.33K	10.21M	-1.09K	-1.48%
Sep 30, 2025	VIRTUS WEALTH SOLUTIONS LLC	0.63%	85.93K	12.12M	-1.6K	-1.83%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.71%	95.76K	13.51M	2.57K	+2.76%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.72%	97.08K	13.7M	-2.73K	-2.73%
Sep 30, 2025	STRATEGIC BLUEPRINT, LLC	0.82%	110.74K	15.63M	19.01K	+20.72%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.91%	123.82K	17.47M	11.87K	+10.61%
Sep 30, 2025	GRATUS WEALTH ADVISORS, LLC	1.98%	268.59K	37.9M	5.42K	+2.06%
Sep 30, 2025	CITADEL ADVISORS LLC	0.19%	26.1K	3.68M	26.1K	+100.00%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.22%	29.4K	4.15M	-31.56K	-51.77%
Jun 30, 2025	SCOTIA CAPITAL INC.	0.07%	9.85K	1.34M	-853	-7.97%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	6.79%	925.2K	126.28M	-4.8K	-0.52%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.81%	110.06K	15.02M	12	+0.01%
Jun 30, 2025	GTS SECURITIES LLC	0.74%	100.49K	13.72M	55.2K	+121.89%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.42%	57.57K	7.86M	-9.04K	-13.57%
Jun 30, 2025	NTV ASSET MANAGEMENT LLC	0.31%	41.72K	5.69M	-2K	-4.57%
Jun 30, 2025	DAVIS INVESTMENT PARTNERS, LLC	0.3%	40.51K	5.53M	-5.96K	-12.82%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.17%	22.6K	3.08M	1.01K	+4.68%
Jun 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.16%	21.57K	2.94M	21	+0.10%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.15%	19.75K	2.7M	-26.56K	-57.35%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	17.79K	2.43M	-2.67K	-13.03%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.13%	17.76K	2.42M	-1.32K	-6.90%
Jun 30, 2025	SOUND FINANCIAL STRATEGIES GROUP, LLC	0.12%	16.81K	2.29M	-1.27K	-7.01%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.12%	16.49K	2.25M	2.27K	+15.93%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.11%	14.7K	2.01M	-3.77K	-20.39%
Jun 30, 2025	MORGAN STANLEY	11.35%	1.55M	211B	-61.56K	-3.83%
Jun 30, 2025	ROYAL BANK OF CANADA	2.25%	307.01K	41.9M	-20.81K	-6.35%
Jun 30, 2025	GRATUS WEALTH ADVISORS, LLC	1.93%	263.18K	35.92M	819	+0.31%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.17%	159.29K	21.74M	-12.28K	-7.16%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.95%	129.14K	17.63M	3.75K	+2.99%
Jun 30, 2025	JP WEALTH MANAGEMENT, INC.	0.93%	127.2K	17.36M	65	+0.05%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.25%	33.88K	4.62M	5.02K	+17.39%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.24%	32.29K	4.41M	-1.3K	-3.87%
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.23%	31.51K	4.3M	31.51K	+100.00%
Jun 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.19%	26.06K	3.56M	3.37K	+14.85%
Jun 30, 2025	COZAD ASSET MANAGEMENT INC	0.19%	25.55K	3.49M	397	+1.58%
Jun 30, 2025	DAVENPORT & CO LLC	0.18%	24.28K	3.31M	-2.03K	-7.71%
Jun 30, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.14%	19.16K	2.62M	3.61K	+23.20%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.14%	19.1K	2.61M	-7.95K	-29.40%
Jun 30, 2025	ATLAS PRIVATE WEALTH ADVISORS	1.06%	144.43K	19.72M	-6.9K	-4.56%
Jun 30, 2025	BURKE & HERBERT BANK & TRUST CO	0.1%	13.25K	1.81M	0	0
Jun 30, 2025	STEPHENS INC /AR/	0.1%	13.17K	1.8M	150	+1.15%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.09%	11.79K	1.61M	11.79K	+100.00%
Jun 30, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.09%	11.6K	1.62M	-5.46K	-32.01%
Jun 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.08%	11.08K	1.51M	-56	-0.50%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.08%	11.01K	1.5M	124	+1.14%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.07%	9.99K	1.36M	-564	-5.35%
Jun 30, 2025	SACHETTA, LLC	0.07%	9.97K	1.36M	898	+9.90%
Jun 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.07%	9.72K	1.33M	338	+3.60%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.07%	9.1K	1.24M	1.25K	+15.98%
Jun 30, 2025	DANA INVESTMENT ADVISORS, INC.	0.07%	8.95K	1.22M	-59	-0.65%
Jun 30, 2025	ZULLO INVESTMENT GROUP, INC.	0.06%	8.65K	1.18M	0	0
Jun 30, 2025	PARK NATIONAL CORP /OH/	0.06%	8.54K	1.17M	870	+11.34%
Jun 30, 2025	PURUS WEALTH MANAGEMENT, LLC	0.06%	8.13K	1.11M	20	+0.25%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.06%	8.11K	582.87K	7.02K	+643.67%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.06%	7.81K	1.07M	-357	-4.37%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.73%	100K	13.65M	50K	+100.00%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.18%	24.05K	3.28M	-678	-2.74%
Jun 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.14%	18.95K	2.59M	16.04K	+552.67%
Jun 30, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.14%	18.78K	2.56M	-1.17K	-5.87%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.68%	93.19K	12.72M	570	+0.62%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.45%	60.96K	8.32M	26.69K	+77.87%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.41%	55.39K	7.56M	-1.07K	-1.90%
Jun 30, 2025	FRISCH FINANCIAL GROUP, INC.	0.39%	53.75K	7.34M	-11.23K	-17.28%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.37%	50.53K	6.9M	50.53K	+100.00%
Jun 30, 2025	DARWIN WEALTH MANAGEMENT, LLC	0.36%	48.97K	6.68M	-561	-1.13%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.29%	40.15K	5.48M	-1.15K	-2.79%
Jun 30, 2025	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.26%	35.5K	4.85M	1.4K	+4.11%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.25%	34.38K	4.66M	4.66K	+15.68%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.24%	33.32K	4.55M	21	+0.06%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.23%	31.62K	4.32M	-34.82K	-52.41%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	30.63K	4.18M	-16.21K	-34.61%
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	0.67%	91.73K	12.52M	-5.25K	-5.41%
Jun 30, 2025	GGM FINANCIALS LLC	0.64%	87.53K	11.95M	87.53K	+100.00%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.54%	73.42K	10.02M	1.78K	+2.49%
Jun 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.51%	69.58K	9.67M	45	+0.06%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.48%	65.22K	8.9M	1.87K	+2.96%
Jun 30, 2025		0.32%	44.24K	6.04M	-1.52K	-3.32%
Jun 30, 2025	CITIGROUP INC	0.3%	40.65K	5.55M	-6.31K	-13.44%
Jun 30, 2025	CRUMLY & ASSOCIATES INC.	0.26%	34.83K	4.75M	-3.96K	-10.21%
Jun 30, 2025	JPMORGAN CHASE & CO	0.54%	73.14K	9.98M	-119	-0.16%
Jun 30, 2025	CHOREO, LLC	0.22%	29.82K	4.07M	-887	-2.89%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	7.23%	984.81K	134.42M	-3K	-0.30%
Jun 30, 2025	LPL FINANCIAL LLC	5.07%	690.53K	94.25M	-138.59K	-16.72%
Jun 30, 2025	UBS GROUP AG	2.13%	290.34K	39.63M	-152.72K	-34.47%
Jun 30, 2025	STIFEL FINANCIAL CORP	1.24%	168.43K	22.99M	18.81K	+12.57%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.22%	166.34K	22.7M	-154.42K	-48.14%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.89%	121.69K	16.61M	48.98K	+67.37%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.89%	120.94K	16.52M	-833	-0.68%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.82%	111.95K	15.28M	11.49K	+11.44%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.73%	99.81K	13.62M	-51.31K	-33.95%
Jun 30, 2025	CX INSTITUTIONAL	0.69%	93.97K	12.83M	14.11K	+17.67%
Jun 30, 2025	VIRTUS WEALTH SOLUTIONS LLC	0.64%	87.53K	11.95M	2.55K	+3.00%
Jun 30, 2025	ELIOS FINANCIAL GROUP INC.	0.32%	44.24K	6.04M	-1.52K	-3.32%
Mar 31, 2025	ATLAS PRIVATE WEALTH ADVISORS	1.16%	151.33K	18.3M	-36.65K	-19.50%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.16%	151.12K	18.28M	-49.9K	-24.82%
Mar 31, 2025		0.35%	45.76K	5.53M	-295	-0.64%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.21%	27.05K	3.27M	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.31%	171.57K	20.75M	-21.64K	-11.20%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.51%	66.61K	8.06M	771	+1.17%
Mar 31, 2025	CITIGROUP INC	0.36%	46.96K	5.68M	1.72K	+3.80%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.38%	50K	6.05M	0	0
Mar 31, 2025	DAVENPORT & CO LLC	0.2%	26.31K	3.18M	-3.39K	-11.42%
Mar 31, 2025	MORGAN STANLEY	12.29%	1.61M	194.39M	11.11K	+0.70%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.43%	56.47K	6.83M	110	+0.20%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.48%	63.35K	7.66M	-568	-0.89%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.55%	71.64K	8.66M	3.57K	+5.25%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.56%	72.71K	8.79M	5.78K	+8.64%
Mar 31, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.53%	69.54K	8.41M	-2.33K	-3.24%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.26%	33.59K	4.06M	-19.82K	-37.10%
Mar 31, 2025	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.26%	34.1K	4.12M	-739	-2.12%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.22%	28.86K	3.49M	-876	-2.95%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.25%	33.3K	4.03M	8	+0.02%
Mar 31, 2025	POM INVESTMENT STRATEGIES, LLC	0.29%	37.53K	4.54M	-4.26K	-10.19%
Mar 31, 2025	CRUMLY & ASSOCIATES INC.	0.3%	38.79K	4.69M	-4.75K	-10.90%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.32%	41.31K	5M	931	+2.31%
Mar 31, 2025	NTV ASSET MANAGEMENT LLC	0.33%	43.71K	5.29M	-615	-1.39%
Mar 31, 2025	FRISCH FINANCIAL GROUP, INC.	0.5%	64.98K	7.86M	-531	-0.81%
Mar 31, 2025	JPMORGAN CHASE & CO	0.56%	73.26K	8.86M	-27.87K	-27.56%
Mar 31, 2025	CX INSTITUTIONAL	0.61%	79.86K	9.66M	23.37K	+41.37%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.77%	100.46K	12.15M	12.91K	+14.74%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.84%	110.05K	13.31M	7.63K	+7.45%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.93%	121.78K	14.73M	2.64K	+2.22%
Mar 31, 2025	GOOD LIFE ADVISORS, LLC	0.96%	125.38K	15.16M	-160	-0.13%
Mar 31, 2025	JP WEALTH MANAGEMENT, INC.	0.97%	127.13K	15.37M	6.59K	+5.47%
Mar 31, 2025	STIFEL FINANCIAL CORP	1.14%	149.62K	18.1M	8.23K	+5.82%
Mar 31, 2025	STRATEGIC BLUEPRINT, LLC	0.74%	96.98K	11.73M	6.03K	+6.63%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.23%	29.72K	3.6M	15.54K	+109.64%
Mar 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.26%	34.27K	4.14M	-3.22K	-8.59%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.36%	46.84K	5.66M	-4.72K	-9.15%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.71%	92.62K	11.2M	4.89K	+5.57%
Mar 31, 2025	GRATUS WEALTH ADVISORS, LLC	2.01%	262.36K	31.73M	68.85K	+35.58%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.45%	320.76K	38.79M	-1.87K	-0.58%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	7.55%	987.8K	119.45M	-133.54K	-11.91%
Mar 31, 2025	LPL FINANCIAL LLC	6.34%	829.12K	100.27M	-27.18K	-3.17%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	7.11%	930K	112.47M	-23.59K	-2.47%
Mar 31, 2025	UBS GROUP AG	3.39%	443.07K	53.58M	145.75K	+49.02%
Mar 31, 2025	CHOREO, LLC	0.23%	30.71K	3.71M	-605	-1.93%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.51%	66.43K	8.03M	-45.58K	-40.69%
Mar 31, 2025	GTS SECURITIES LLC	0.35%	45.29K	5.48M	-27.16K	-37.49%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.35%	46.3K	5.6M	-5.1K	-9.91%
Mar 31, 2025	DAVIS INVESTMENT PARTNERS, LLC	0.36%	46.47K	5.4M	-99	-0.21%
Mar 31, 2025	ROYAL BANK OF CANADA	2.51%	327.81K	39.64M	42.62K	+14.94%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.13%	24.67K	3.06M	-42.75K	-63.41%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.4%	67.1K	8.31M	1.38K	+2.10%
Mar 31, 2024	FRISCH FINANCIAL GROUP, INC.	0.41%	69.46K	8.61M	-80.67K	-53.73%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.42%	71.36K	8.84M	56.63K	+384.41%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.43%	72.24K	8.95M	2.83K	+4.07%
Mar 31, 2024	STRATEGIC BLUEPRINT, LLC	0.46%	76.96K	9.54M	9.74K	+14.48%
Mar 31, 2024	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.46%	78.12K	9.66M	164	+0.21%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.52%	87.88K	10.89M	2.2K	+2.57%
Mar 31, 2024	GARRETT WEALTH ADVISORY GROUP, LLC	0.59%	99.12K	12.28M	1.3K	+1.33%
Mar 31, 2024	AIFG CONSULTANTS LTD.	0.65%	109.13K	13.52M	-7.87K	-6.72%
Mar 31, 2024	GRATUS WEALTH ADVISORS, LLC	1.13%	191K	22.16M	149.42K	+359.35%
Mar 31, 2024	LPL FINANCIAL LLC	4.78%	889.4K	110.2M	-9.25K	-1.03%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.36%	61.11K	7.57M	12.28K	+25.14%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.37%	62.89K	7.79M	5.6K	+9.78%
Mar 31, 2024		0.25%	42.2K	5.23M	1.08K	+2.61%
Mar 31, 2024	NTV ASSET MANAGEMENT LLC	0.37%	63.26K	7.84M	-1.33K	-2.06%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.39%	71.96K	8.91M	55.38K	+334.12%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.39%	66.29K	8.21M	-48.52K	-42.26%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.39%	66.58K	8.25M	664	+1.01%
Mar 31, 2024	ATLAS PRIVATE WEALTH ADVISORS	0.66%	111.34K	13.8M	111.34K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.76%	141.48K	17.53M	-789	-0.55%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.26%	233.66K	28.95M	-95.39K	-28.99%
Mar 31, 2024	ROYAL BANK OF CANADA	1.4%	260.39K	32.26M	24.02K	+10.16%
Mar 31, 2024	UBS GROUP AG	1.6%	297.67K	36.88M	-235.12K	-44.13%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.87%	348.42K	43.17M	-53.08K	-13.22%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.88%	317.29K	39.31M	317.29K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	3.82%	711.22K	88.12M	-20.88K	-2.85%
Mar 31, 2024	VESTMARK ADVISORY SOLUTIONS, INC.	0.22%	36.98K	4.58M	1.27K	+3.55%
Mar 31, 2024	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.22%	37.06K	4.59M	-968	-2.55%
Mar 31, 2024	POM INVESTMENT STRATEGIES, LLC	0.25%	42.2K	5.23M	1.08K	+2.61%
Mar 31, 2024	DARWIN WEALTH MANAGEMENT, LLC	0.25%	42.54K	5.27M	-2.86K	-6.30%
Mar 31, 2024	CX INSTITUTIONAL	0.25%	42.62K	5.28M	4.75K	+12.54%
Mar 31, 2024	DAVIS INVESTMENT PARTNERS, LLC	0.25%	43.05K	5.21M	-225	-0.52%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.26%	48.66K	6.03M	48.66K	+100.00%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.3%	50K	6.2M	0	0
Mar 31, 2024	STONECREST WEALTH MANAGEMENT, INC.	0.31%	52.71K	6.53M	-1.93K	-3.53%
Mar 31, 2024	DAVENPORT & CO LLC	0.35%	59.42K	7.36M	2.84K	+5.03%
Mar 31, 2024	KICKSTAND VENTURES, LLC.	0.56%	94.45K	11.7M	43.13K	+84.06%
Mar 31, 2024	CRUMLY & ASSOCIATES INC.	0.77%	130.07K	16.12M	103.6K	+391.44%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.79%	146.67K	18.17M	-5.58K	-3.67%
Mar 31, 2024	GOOD LIFE ADVISORS, LLC	0.79%	133.94K	16.6M	1.89K	+1.43%
Mar 31, 2024	JPMORGAN CHASE & CO	0.87%	162.78K	20.17M	-86.92K	-34.81%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.91%	152.97K	18.95M	-8.11K	-5.03%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.92%	155.33K	19.25M	958	+0.62%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.97%	179.69K	22.24M	-174.72K	-49.30%
Mar 31, 2024	AFFINITY WEALTH MANAGEMENT LLC	1.19%	201.27K	24.94M	1.96K	+0.98%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.2%	222.92K	27.62M	2.23K	+1.01%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	7.63%	1.42M	175.97M	-46.23K	-3.15%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.14%	25.46K	3.15M	2.28K	+9.82%
Mar 31, 2024	COZAD ASSET MANAGEMENT INC	0.14%	25.47K	3.16M	926	+3.77%
Mar 31, 2024	ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	0.14%	25.61K	3.17M	-33.48K	-56.66%
Mar 31, 2024	CYNDEO WEALTH PARTNERS, LLC	0.15%	28.17K	3.49M	9.53K	+51.11%
Mar 31, 2024	CITIGROUP INC	0.17%	32K	3.97M	9.33K	+41.14%
Mar 31, 2024	WINTRUST INVESTMENTS LLC	0.17%	32.09K	3.98M	-143	-0.44%
Mar 31, 2024	AUSDAL FINANCIAL PARTNERS, INC.	0.18%	34.02K	4.22M	405	+1.20%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.21%	38.21K	4.73M	369	+0.98%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.3%	50.43K	6.25M	15.05K	+42.56%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.35%	64.71K	8.02M	22.2K	+52.23%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.63%	106.16K	13.15M	-38.44K	-26.58%
Mar 31, 2024	MORGAN STANLEY	10.81%	2.01M	249.21M	-170.74K	-7.82%
Dec 31, 2023		0.28%	51.31K	6.03M	51.31K	+100.00%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.77%	329.05K	38.65M	-34.87K	-9.58%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.9%	354.41K	41.63M	-79.91K	-18.40%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.16%	401.49K	47.16M	8.72K	+2.22%
Dec 31, 2023	UBS GROUP AG	2.86%	532.79K	62.58M	-95.21K	-15.16%
Dec 31, 2023	TOTAL INVESTMENT MANAGEMENT INC	3.31%	616.38K	72.39M	104	+0.02%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	3.93%	732.11K	85.99M	-19.14K	-2.55%
Dec 31, 2023	LPL FINANCIAL LLC	4.82%	898.65K	105.55M	235.41K	+35.49%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	7.87%	1.47M	172.24M	268.75K	+22.44%
Dec 31, 2023	MORGAN STANLEY	11.71%	2.18M	256.29M	256.87K	+13.34%
Dec 31, 2023	PROSPERA FINANCIAL SERVICES INC	0.18%	33.4K	3.92M	28.39K	+565.93%
Dec 31, 2023	AUSDAL FINANCIAL PARTNERS, INC.	0.18%	33.62K	3.95M	1K	+3.08%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.19%	35.38K	4.15M	4.71K	+15.37%
Dec 31, 2023	VESTMARK ADVISORY SOLUTIONS, INC.	0.19%	35.71K	4.19M	667	+1.90%
Dec 31, 2023	CHOREO, LLC	0.2%	37.7K	4.43M	37.7K	+100.00%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.2%	37.84K	4.44M	380	+1.01%
Dec 31, 2023	CX INSTITUTIONAL	0.2%	37.87K	4.45M	37.87K	+100.00%
Dec 31, 2023	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.2%	38.03K	4.47M	-1.59K	-4.01%
Dec 31, 2023	DAVIS INVESTMENT PARTNERS, LLC	0.23%	43.27K	4.94M	-20.17K	-31.80%
Dec 31, 2023	DARWIN WEALTH MANAGEMENT, LLC	0.24%	45.4K	5.33M	-11.7K	-20.49%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.26%	48.84K	5.74M	2.13K	+4.57%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.27%	50K	5.87M	50K	+100.00%
Dec 31, 2023	DAVENPORT & CO LLC	0.3%	56.57K	6.64M	-202	-0.36%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.31%	57.29K	6.73M	3.52K	+6.54%
Dec 31, 2023	ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	0.32%	59.08K	6.94M	4.49K	+8.22%
Dec 31, 2023	NTV ASSET MANAGEMENT LLC	0.35%	64.6K	7.59M	-450	-0.69%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.35%	65.72K	7.72M	44.55K	+210.44%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.35%	65.92K	7.74M	13.79K	+26.45%
Dec 31, 2023	STRATEGIC BLUEPRINT, LLC	0.36%	67.22K	7.9M	9.5K	+16.45%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.36%	67.41K	8.04M	-9.94K	-12.85%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.37%	69.41K	8.15M	69.41K	+100.00%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.4%	74.7K	8.93M	-56.39K	-43.01%
Dec 31, 2023	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.42%	77.95K	9.16M	463	+0.60%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.46%	85.68K	10.06M	-1.94K	-2.21%
Dec 31, 2023	GARRETT WEALTH ADVISORY GROUP, LLC	0.53%	97.81K	11.49M	78.39K	+403.59%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.62%	114.81K	13.48M	-4.88K	-4.08%
Dec 31, 2023	JPMORGAN CHASE & CO	1.34%	249.71K	29.33M	248.88K	+30,021.47%
Dec 31, 2023	ADVISORSHARES INVESTMENTS LLC	1.64%	305.62K	35.89M	-73.27K	-19.34%
Dec 31, 2023	ROYAL BANK OF CANADA	1.27%	236.37K	27.76M	12K	+5.35%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.18%	220.69K	25.92M	27.77K	+14.40%
Dec 31, 2023	AFFINITY WEALTH MANAGEMENT LLC	1.07%	199.31K	23.41M	38.21K	+23.72%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.86%	161.08K	18.92M	-1.54K	-0.94%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.83%	154.37K	18.13M	-1.79K	-1.15%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.82%	152.25K	17.88M	2.58K	+1.73%
Dec 31, 2023	FRISCH FINANCIAL GROUP, INC.	0.81%	150.13K	17.63M	31.73K	+26.79%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.78%	144.6K	16.98M	7.94K	+5.81%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.76%	142.27K	16.71M	34.76K	+32.33%
Dec 31, 2023	GOOD LIFE ADVISORS, LLC	0.71%	132.06K	15.51M	-727	-0.55%

Frequently Asked Questions