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

Who are the major shareholders selling First Trust NASDAQ-100-Technology Sector Index Fund stock?

ADVISOR GROUP HOLDINGS, INC., in the last quarter, reduced its stake in QTEC by -7.05% restricting it's holding to 125.02 thousand shares of worth nearly $27.01M. ROYAL BANK OF CANADA also lessened -19.63% of the QTEC shares from its portfolio, reducing its holding to 148.13 thousand shares of worth $31.99M. UBS GROUP AG also shunned QTEC shares holding by -5.51% last quarter which brought its holding to 257.01 thousand shares worth $55.51M.

Investors who are buying QTEC stock?

As per its latest 13F filing, JANNEY MONTGOMERY SCOTT LLC increased its stake in QTEC by 3.61% in the last quarter. The institutional holder raised its holding to 98.4 thousand shares having worth more than $21.25M. ALLWORTH FINANCIAL LP also added 0.22% more shares of QTEC to its portfolio, raising its holding to 120.26 thousand shares of worth $25.97M. ENVESTNET ASSET MANAGEMENT INC also increased its QTEC shares holding by 5.27% which brought its holding to 183.6 thousand shares worth $39.65M.

QTEC's major insiders: who are they?

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

Did an insider recently sell QTEC stock?

Company executives, directors, and other insiders own N/A percent of First Trust NASDAQ-100-Technology Sector Index Fund's stock. Within the last six months, there have been 0 transaction(s) in which QTEC insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased QTEC stock?

There have been 0 transaction(s) during the past 6-months in which First Trust NASDAQ-100-Technology Sector Index Fund insiders have bought stock, totalling 0 shares

How much of QTEC does insiders own?

Around 0 First Trust NASDAQ-100-Technology Sector Index Fund shares are held by insiders, which represents about N/A of QTEC stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in QTEC?

JANNEY MONTGOMERY SCOTT LLC is the largest institutional owner in QTEC which holds 98.4 thousand shares worth $21.25M or 0.85% of the total QTEC shares outstanding followed by ALLWORTH FINANCIAL LP with ownership of 120.26 thousand shares representing 1.04% of the QTEC ownership. ADVISOR GROUP HOLDINGS, INC. is the third largest stakeholder with 125.02 thousand shares or 1.08% of the ownership worth more than $27.01M.

Is First Trust NASDAQ-100-Technology Sector 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 QTEC is concerned, it is a stock which is optionable.

Is there a short position on QTEC's shares?

Number of QTEC 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 QTEC shares are there?

As of today, null shares of QTEC are outstanding.

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

QTEC 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 QTEC is null.

First Trust NASDAQ-100-Technology Sector Index Fund (QTEC) 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. JANNEY MONTGOMERY SCOTT LLC is the top corporate investor, holding 98.4K shares valued at $21.25M. A 0.85% stake in First Trust NASDAQ-100-Technology Sector Index Fund is owned by the company. ALLWORTH FINANCIAL LP owns 120.26K shares valued at $25.97M, which translates its holding of 1.04% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.85%	98.4K	21.25M	3.42K	+3.61%
Mar 31, 2026	ALLWORTH FINANCIAL LP	1.04%	120.26K	25.97M	260	+0.22%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.08%	125.02K	27.01M	-9.48K	-7.05%
Mar 31, 2026	ROYAL BANK OF CANADA	1.28%	148.13K	31.99M	-36.18K	-19.63%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.58%	183.6K	39.65M	9.19K	+5.27%
Mar 31, 2026	UBS GROUP AG	2.22%	257.01K	55.51M	-15K	-5.51%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.2%	23.56K	5.09M	-6.23K	-20.90%
Mar 31, 2026	TEXAS YALE CAPITAL CORP.	0.18%	21.42K	4.63M	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	0.21%	24.33K	5.26M	24.33K	+100.00%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.12%	14.01K	3.03M	-742	-5.03%
Mar 31, 2026	IFP ADVISORS, INC	0.12%	14.26K	3.08M	2.01K	+16.37%
Mar 31, 2026	MTM INVESTMENT MANAGEMENT, LLC	0.12%	14.41K	3.11M	0	0
Mar 31, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.13%	14.71K	3.18M	-689	-4.47%
Mar 31, 2026	INDEPENDENT WEALTH NETWORK INC.	0.13%	15.45K	3.34M	15.45K	+100.00%
Mar 31, 2026	JOURNEY BEYOND WEALTH, LLC	0.14%	16.32K	3.52M	1.55K	+10.52%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.14%	16.78K	3.62M	-2.47K	-12.85%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.15%	17.47K	3.77M	131	+0.76%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.15%	17.78K	3.84M	-4.21K	-19.15%
Mar 31, 2026	HRT FINANCIAL LP	0.16%	18.34K	3.96M	15.36K	+515.40%
Mar 31, 2026	FOCUS FINANCIAL NETWORK, INC.	0.16%	18.61K	4.02M	2.51K	+15.61%
Mar 31, 2026	HOLISTIC FINANCIAL PARTNERS	0.17%	19.4K	4.19M	523	+2.77%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.17%	19.4K	4.19M	881	+4.76%
Mar 31, 2026		0.17%	19.74K	4.26M	-742	-3.62%
Mar 31, 2026	SFMG, LLC	0.17%	20.01K	4.32M	-1.28K	-6.01%
Mar 31, 2026	LPL FINANCIAL LLC	5.3%	614.66K	132.75M	-17.41K	-2.75%
Mar 31, 2026	MARIDEA WEALTH MANAGEMENT LLC	0.2%	22.86K	4.94M	-1.17K	-4.88%
Mar 31, 2026	WAVERLY ADVISORS, LLC	0.25%	29.21K	6.31M	-185	-0.63%
Mar 31, 2026	SYNTEGRA PRIVATE WEALTH GROUP, LLC	0.32%	36.55K	7.89M	-2.22K	-5.74%
Mar 31, 2026	MARSHALL WACE, LLP	3.58%	415.58K	89.76M	256.93K	+161.94%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.85%	446.36K	96.41M	-30.32K	-6.36%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	8.79%	1.02M	220.01M	-152.84K	-13.05%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.37%	43.11K	9.31M	43.11K	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	22.47K	4.85M	18.15K	+420.14%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.24%	28.34K	5.94M	5.51K	+24.12%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.45%	52.45K	11.33M	19.57K	+59.54%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	20.41K	4.49M	11.95K	+141.13%
Mar 31, 2026	CONCENTRUM WEALTH MANAGEMENT	0.18%	20.57K	4.44M	-527	-2.50%
Mar 31, 2026	HSBC HOLDINGS PLC	0.34%	39.47K	8.49M	19.62K	+98.81%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.34%	39.61K	8.56M	947	+2.45%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.41%	47.73K	10.31M	-848	-1.75%
Mar 31, 2026	ASSETMARK, INC	0.42%	48.27K	10.43M	7.78K	+19.20%
Mar 31, 2026	CITIGROUP INC	0.42%	48.95K	10.57M	-12.47K	-20.30%
Mar 31, 2026	JUMP FINANCIAL, LLC	0.43%	49.59K	10.71M	-1.1K	-2.17%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.44%	50.74K	10.96M	15.21K	+42.81%
Mar 31, 2026	SOUTHLAND EQUITY PARTNERS LLC	0.52%	60.38K	13.04M	-197	-0.33%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.54%	62.16K	13.42M	2.88K	+4.86%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.56%	64.85K	14.01M	-5.94K	-8.39%
Mar 31, 2026	TORONTO DOMINION BANK	0.59%	68.39K	14.78M	68.39K	+100.00%
Mar 31, 2026	MORGAN STANLEY	5.13%	594.69K	128.44M	-26.45K	-4.26%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.84%	97.78K	21.12M	1.98K	+2.06%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.19%	21.88K	4.73M	50	+0.23%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.2%	22.66K	4.89M	-25.88K	-53.32%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.32%	37.19K	8.03M	37.19K	+100.00%
Mar 31, 2026	MARINER, LLC	0.35%	40.25K	8.69M	-5.39K	-11.81%
Mar 31, 2026	CREATIVE PLANNING	0.35%	40.33K	8.71M	-5.01K	-11.04%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.52%	59.9K	12.94M	-1.27K	-2.08%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.58%	67.63K	14.61M	2.57K	+3.94%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.65%	75.88K	16.39M	-2.91K	-3.70%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.67%	78.23K	16.9M	-565	-0.72%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.7%	81.63K	17.63M	-2.76K	-3.27%
Mar 31, 2026	RVW WEALTH, LLC	0.72%	83.83K	18.1M	-1.86K	-2.18%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.49%	288.94K	62.41M	-39.49K	-12.02%
Mar 31, 2026	GATEWAY WEALTH PARTNERS, LLC	0.22%	24.95K	5.39M	13.46K	+117.21%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.22%	25.42K	5.49M	-594	-2.28%
Mar 31, 2026	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	0.24%	28K	5.91M	28K	+100.00%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.26%	30.59K	6.61M	-434	-1.40%
Mar 31, 2026	MAINSAIL FINANCIAL GROUP, LLC	0.31%	36.4K	7.86M	1.26K	+3.59%
Dec 31, 2025	TEXAS YALE CAPITAL CORP.	0.17%	21.42K	4.93M	0	0
Dec 31, 2025	CONCENTRUM WEALTH MANAGEMENT	0.17%	21.09K	4.86M	897	+4.44%
Dec 31, 2025	SYNTEGRA PRIVATE WEALTH GROUP, LLC	0.3%	38.77K	8.93M	-82.44K	-68.01%
Dec 31, 2025	ASSETMARK, INC	0.32%	40.5K	9.32M	2.37K	+6.20%
Dec 31, 2025	MARINER, LLC	0.35%	45.65K	10.51M	-905	-1.94%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.38%	48.53K	11.17M	471	+0.98%
Dec 31, 2025	JUMP FINANCIAL, LLC	0.39%	50.69K	11.67M	50.69K	+100.00%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.56%	70.79K	16.3M	-1.64K	-2.26%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.27%	35.53K	8.18M	-5.18K	-12.72%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.24%	31.03K	7.14M	-188	-0.60%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.47%	61.17K	14.08M	-7.99K	-11.55%
Dec 31, 2025	MARSHALL WACE, LLP	1.22%	158.66K	36.52M	59.8K	+60.48%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.34%	174.42K	40.15M	-14.14K	-7.50%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.17%	21.83K	5.03M	184	+0.85%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.18%	21.99K	5.06M	-2.07K	-8.58%
Dec 31, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.19%	24.04K	5.53M	-1.22K	-4.82%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.2%	26.02K	5.99M	-537	-2.02%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.23%	29.79K	6.86M	-9.67K	-24.50%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.25%	32.88K	7.57M	4.34K	+15.21%
Dec 31, 2025	MAINSAIL FINANCIAL GROUP, LLC	0.28%	35.14K	8.09M	711	+2.07%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.3%	38.67K	8.9M	1.2K	+3.19%
Dec 31, 2025	CREATIVE PLANNING	0.35%	45.33K	10.44M	-12.32K	-21.36%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.37%	48.58K	11.18M	-2.39K	-4.69%
Dec 31, 2025		0.16%	20.48K	4.72M	20.48K	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.6%	78.79K	18.14M	882	+1.13%
Dec 31, 2025	CITIGROUP INC	0.48%	61.41K	14.14M	44.86K	+271.05%
Dec 31, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.48%	60.58K	13.95M	-447	-0.73%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.14%	18.52K	4.26M	477	+2.64%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.13%	17.34K	3.99M	-515	-2.88%
Dec 31, 2025	FOCUS FINANCIAL NETWORK, INC.	0.13%	16.1K	3.71M	1.88K	+13.23%
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.12%	15.62K	3.59M	-72	-0.46%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.12%	15.4K	3.55M	-1.87K	-10.83%
Dec 31, 2025	JOURNEY BEYOND WEALTH, LLC	0.12%	14.77K	3.4M	-3.38K	-18.64%
Dec 31, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.49%	61.71K	14.76M	18.87K	+44.06%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.5%	65.06K	14.98M	-1.15K	-1.74%
Dec 31, 2025	NEWSQUARE CAPITAL LLC	0.5%	66.16K	15.23M	-33.58K	-33.66%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.73%	95.8K	22.06M	-448	-0.47%
Dec 31, 2025	UBS GROUP AG	2.1%	272.01K	62.62M	13.29K	+5.13%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.51%	328.43K	75.61M	6.72K	+2.09%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.61%	78.8K	18.14M	78.8K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.65%	84.39K	19.43M	-830	-0.97%
Dec 31, 2025	RVW WEALTH, LLC	0.68%	85.69K	19.73M	-2.54K	-2.88%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.74%	94.97K	21.86M	763	+0.81%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.96%	120K	27.63M	-6.11K	-4.84%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	3.68%	476.68K	109.74M	-807	-0.17%
Dec 31, 2025	MORGAN STANLEY	4.79%	621.14K	142.99M	4.74K	+0.77%
Dec 31, 2025	DAYMARK WEALTH PARTNERS, LLC	0.24%	30.61K	7.05M	283	+0.93%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	9.03%	1.17M	269.69M	399.98K	+51.84%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.17%	22.83K	5.26M	1.65K	+7.81%
Dec 31, 2025	ROYAL BANK OF CANADA	1.42%	184.31K	42.43M	12.75K	+7.43%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.46%	59.28K	13.65M	-799	-1.33%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.23%	29.4K	6.77M	29.4K	+100.00%
Dec 31, 2025	VIRTU FINANCIAL LLC	0.21%	26.01K	5.99M	6.05K	+30.28%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.04%	134.49K	30.97M	-45.52K	-25.29%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.15%	19.25K	4.43M	-47	-0.24%
Dec 31, 2025	HOLISTIC FINANCIAL PARTNERS	0.15%	18.87K	4.34M	891	+4.96%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.11%	13.58K	3.13M	5.55K	+69.07%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.11%	13.76K	3.17M	-794	-5.46%
Dec 31, 2025	PCG WEALTH ADVISORS, LLC	0.11%	13.93K	3.21M	100	+0.72%
Dec 31, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.11%	14.41K	3.32M	0	0
Dec 31, 2025	D.A. DAVIDSON & CO.	0.12%	14.75K	3.4M	-199	-1.33%
Dec 31, 2025	LPL FINANCIAL LLC	4.92%	632.07K	145.51M	26.88K	+4.44%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.15%	19.88K	4.58M	-1.45K	-6.79%
Dec 31, 2025	SFMG, LLC	0.16%	21.29K	4.9M	-671	-3.06%
Sep 30, 2025	MILLER INVESTMENT MANAGEMENT, LP	0.47%	58.04K	13.33M	-11.36K	-16.37%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.48%	60.08K	13.79M	19.08K	+46.54%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.51%	63.11K	14.49M	63.11K	+100.00%
Sep 30, 2025	DAYMARK WEALTH PARTNERS, LLC	0.24%	30.33K	6.96M	23.09K	+318.71%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.25%	31.22K	7.17M	-839	-2.62%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.3%	37.47K	8.6M	7.92K	+26.82%
Sep 30, 2025	MAINSAIL FINANCIAL GROUP, LLC	0.28%	34.43K	7.9M	740	+2.20%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.1%	12.14K	2.79M	234	+1.97%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.76%	94.21K	21.63M	-3.56K	-3.64%
Sep 30, 2025	MARSHALL WACE, LLP	0.79%	98.86K	22.7M	-66.86K	-40.35%
Sep 30, 2025	NEWSQUARE CAPITAL LLC	0.8%	99.74K	22.9M	-1.6K	-1.58%
Sep 30, 2025	SYNTEGRA PRIVATE WEALTH GROUP, LLC	0.97%	121.21K	27.83M	-842	-0.69%
Sep 30, 2025	ALLWORTH FINANCIAL LP	1.01%	126.11K	28.96M	-1.52K	-1.19%
Sep 30, 2025	ROYAL BANK OF CANADA	1.38%	171.56K	39.39M	-24.08K	-12.31%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.44%	180.01K	39.4M	-8.58K	-4.55%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.51%	188.55K	43.29M	-4.76K	-2.46%
Sep 30, 2025	UBS GROUP AG	2.07%	258.72K	59.41M	-5.71K	-2.16%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.58%	321.72K	73.87M	-71.67K	-18.22%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	3.83%	477.49K	109.64M	-4.3K	-0.89%
Sep 30, 2025	LPL FINANCIAL LLC	4.85%	605.19K	138.96M	17.07K	+2.90%
Sep 30, 2025	MORGAN STANLEY	4.94%	616.4K	141.53M	50.03K	+8.83%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	6.18%	771.5K	177.14M	-48.76K	-5.94%
Sep 30, 2025	AYALON INSURANCE COMP LTD.	0.1%	12.36K	2.84M	0	0
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.1%	12.45K	2.86M	-27	-0.22%
Sep 30, 2025	JOURNEY BEYOND WEALTH, LLC	0.15%	18.15K	4.17M	-1.65K	-8.34%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.14%	18.04K	4.14M	1.36K	+8.17%
Sep 30, 2025	GUIDED CAPITAL WEALTH MANAGEMENT, LLC	0.1%	12.64K	2.9M	-20.72K	-62.11%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.11%	13.1K	3.01M	-100.1K	-88.43%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.11%	13.71K	3.15M	75	+0.55%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.62%	77.91K	17.92M	-3.17K	-3.90%
Sep 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.2%	25.25K	5.98M	-1.54K	-5.74%
Sep 30, 2025	TEXAS YALE CAPITAL CORP.	0.17%	21.42K	4.92M	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.68%	85.22K	19.57M	14K	+19.65%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.58%	72.43K	16.63M	-2.01K	-2.70%
Sep 30, 2025	CITIGROUP INC	0.13%	16.55K	3.8M	15.98K	+2,793.53%
Sep 30, 2025	SFMG, LLC	0.18%	21.96K	5.04M	-30	-0.14%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.17%	21.33K	4.9M	1.29K	+6.43%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.55%	69.16K	15.88M	-6.44K	-8.52%
Sep 30, 2025	PCG WEALTH ADVISORS, LLC	0.11%	13.83K	3.18M	-1.38K	-9.09%
Sep 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.11%	14.22K	3.26M	-2.59K	-15.39%
Sep 30, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.12%	14.41K	3.31M	-330	-2.24%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.12%	14.55K	3.34M	-3.55K	-19.60%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.12%	14.95K	3.43M	72	+0.48%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.13%	15.69K	3.6M	-156	-0.98%
Sep 30, 2025	MGB WEALTH MANAGEMENT, LLC	0.13%	16.18K	3.71M	0	0
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.15%	19.3K	4.43M	-2.98K	-13.38%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.17%	21.65K	4.97M	648	+3.09%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.19%	24.06K	5.52M	-10.32K	-30.03%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.21%	26.55K	6.1M	-28.19K	-51.49%
Sep 30, 2025	MARINER, LLC	0.37%	46.55K	10.69M	-9.92K	-17.57%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.39%	48.06K	11.04M	-1.39K	-2.80%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.77%	96.25K	22.1M	5.04K	+5.53%
Sep 30, 2025	RVW WEALTH, LLC	0.71%	88.23K	20.26M	-93	-0.11%
Sep 30, 2025	ASSETMARK, INC	0.31%	38.13K	8.76M	1.63K	+4.48%
Sep 30, 2025		0.24%	29.91K	6.87M	-32	-0.11%
Sep 30, 2025	BRASS TAX WEALTH MANAGEMENT, INC	0.24%	29.81K	6.84M	-811	-2.65%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.23%	28.54K	6.55M	648	+2.32%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.53%	66.21K	15.2M	-918	-1.37%
Sep 30, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.49%	61.03K	14.01M	-1.91K	-3.04%
Sep 30, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.34%	42.83K	10.13M	466	+1.10%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.17%	21.18K	4.83M	3.04K	+16.74%
Sep 30, 2025	CONCENTRUM WEALTH MANAGEMENT	0.16%	20.2K	4.64M	-6.13K	-23.29%
Sep 30, 2025	VIRTU FINANCIAL LLC	0.16%	19.97K	4.58M	-13.11K	-39.63%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.33%	40.71K	9.35M	84	+0.21%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.32%	39.45K	9.06M	-299	-0.75%
Sep 30, 2025	HOLISTIC FINANCIAL PARTNERS	0.14%	17.98K	4.13M	464	+2.65%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.14%	17.85K	4.1M	-202	-1.12%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.14%	17.27K	3.97M	114	+0.66%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.41%	50.97K	11.7M	-1.32K	-2.52%
Sep 30, 2025	CREATIVE PLANNING	0.46%	57.65K	13.24M	-40.69K	-41.38%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.73%	91.21K	19.41M	3.01K	+3.41%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.91%	113.2K	24.09M	-40K	-26.11%
Jun 30, 2025	NEWSQUARE CAPITAL LLC	0.81%	101.34K	21.57M	-4.69K	-4.43%
Jun 30, 2025	CREATIVE PLANNING	0.79%	98.34K	20.93M	-242.24K	-71.13%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.78%	97.77K	20.81M	-10.96K	-10.08%
Jun 30, 2025	RVW WEALTH, LLC	0.71%	88.32K	18.8M	-1.85K	-2.05%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.57%	71.23K	15.16M	3.11K	+4.57%
Jun 30, 2025	MILLER INVESTMENT MANAGEMENT, LP	0.56%	69.39K	14.77M	-13.43K	-16.22%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.54%	67.13K	14.29M	-4.82K	-6.70%
Jun 30, 2025	GTS SECURITIES LLC	0.52%	64.18K	13.68M	64.18K	+100.00%
Jun 30, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.51%	62.94K	13.4M	-1.23K	-1.91%
Jun 30, 2025	MARINER, LLC	0.45%	56.47K	12.02M	5.29K	+10.33%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.44%	54.74K	11.65M	24.26K	+79.62%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.28%	34.38K	7.32M	7.1K	+26.00%
Jun 30, 2025	MAINSAIL FINANCIAL GROUP, LLC	0.27%	33.69K	7.23M	-331	-0.97%
Jun 30, 2025		0.22%	26.79K	5.7M	26.79K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.16%	393.39K	83.72M	-103.41K	-20.82%
Jun 30, 2025	UBS GROUP AG	2.12%	264.44K	56.28M	-40.65K	-13.32%
Jun 30, 2025	ROYAL BANK OF CANADA	1.57%	195.63K	41.64M	-61.75K	-23.99%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.55%	193.32K	41.14M	-2.28K	-1.17%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.51%	188.6K	40.11M	7.22K	+3.98%
Jun 30, 2025	MARSHALL WACE, LLP	1.33%	165.72K	35.27M	-331.27K	-66.66%
Jun 30, 2025	ALLWORTH FINANCIAL LP	1.02%	127.64K	27.17M	-881	-0.69%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.59%	73.71K	15.69M	-5.62K	-7.09%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.27%	33.08K	7.04M	33.08K	+100.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.65%	81.07K	17.25M	-38.99K	-32.47%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.61%	75.6K	16.09M	-7.06K	-8.54%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.6%	74.44K	15.84M	-50.38K	-40.36%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.4%	49.45K	10.52M	-15.75K	-24.16%
Jun 30, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.34%	42.37K	9.26M	718	+1.72%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.33%	41K	8.73M	-17.67K	-30.12%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.33%	40.63K	8.65M	2.76K	+7.29%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.32%	39.75K	8.46M	-684	-1.69%
Jun 30, 2025	ASSETMARK, INC	0.29%	36.5K	7.77M	3.57K	+10.84%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.26%	32.06K	6.82M	-2.46K	-7.12%
Jun 30, 2025	BRASS TAX WEALTH MANAGEMENT, INC	0.25%	30.62K	6.52M	-287	-0.93%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	30.18K	6.42M	3.13K	+11.59%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.24%	29.55K	6.29M	3.65K	+14.09%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.22%	27.89K	5.94M	-102.97K	-78.69%
Jun 30, 2025	SYNTEGRA PRIVATE WEALTH GROUP, LLC	0.98%	122.05K	25.98M	-3.79K	-3.01%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.42%	52.29K	11.13M	-38.48K	-42.39%
Jun 30, 2025	CONCENTRUM WEALTH MANAGEMENT	0.21%	26.33K	5.6M	1.08K	+4.29%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.19%	24.05K	5.12M	23.95K	+23,953.00%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.18%	22.28K	4.74M	-3.75K	-14.42%
Jun 30, 2025	SFMG, LLC	0.18%	21.99K	4.68M	29	+0.13%
Jun 30, 2025	TEXAS YALE CAPITAL CORP.	0.17%	21.42K	4.56M	491	+2.35%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	6.58%	820.26K	174.58M	-673.16K	-45.07%
Jun 30, 2025	LPL FINANCIAL LLC	4.72%	588.12K	125.17M	60.75K	+11.52%
Jun 30, 2025	MORGAN STANLEY	4.55%	566.38K	120.54B	-195.98K	-25.71%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	3.87%	481.78K	102.54M	-313.78K	-39.44%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.29%	36.09K	7.68B	-57.64K	-61.50%
Jun 30, 2025	GUIDED CAPITAL WEALTH MANAGEMENT, LLC	0.27%	33.36K	7.1M	-252	-0.75%
Jun 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.22%	26.79K	5.7M	26.79K	+100.00%
Mar 31, 2025	NEWSQUARE CAPITAL LLC	0.87%	106.04K	18.4M	-2.2K	-2.03%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.6%	195.6K	33.95M	8.43K	+4.50%
Mar 31, 2025	MAINSAIL FINANCIAL GROUP, LLC	0.28%	34.02K	5.9M	1.36K	+4.18%
Mar 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.28%	34.41K	5.97M	5.97K	+21.01%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.35%	43.35K	7.52M	1.13K	+2.68%
Mar 31, 2025	MARINER, LLC	0.42%	51.18K	8.88M	-120	-0.23%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.56%	68.12K	11.82M	-3.83K	-5.32%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	0.65%	79.34K	13.77M	-266	-0.33%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.72%	88.2K	15.31M	-2.44K	-2.69%
Mar 31, 2025	NILSINE PARTNERS, LLC	0.88%	106.99K	18.57M	13.78K	+14.78%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.89%	108.72K	18.87M	-6.68K	-5.79%
Mar 31, 2025	CITIGROUP INC	0.96%	117.25K	20.35M	16.54K	+16.42%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.98%	120.06K	20.86M	-11.32K	-8.62%
Mar 31, 2025	JPMORGAN CHASE & CO	1.31%	159.65K	27.71M	-13.81K	-7.96%
Mar 31, 2025	UBS GROUP AG	2.5%	305.09K	52.95M	10.2K	+3.46%
Mar 31, 2025	LPL FINANCIAL LLC	4.31%	527.37K	91.53M	-21.1K	-3.85%
Mar 31, 2025	MORGAN STANLEY	6.24%	762.36K	132.32M	-29.46K	-3.72%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	6.51%	795.56K	138.08M	-61.69K	-7.20%
Mar 31, 2025	WCG WEALTH ADVISORS LLC	0.27%	33.3K	5.78M	-6.79K	-16.94%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.68%	82.66K	14.35M	-1.24K	-1.48%
Mar 31, 2025	MILLER INVESTMENT MANAGEMENT, LP	0.68%	82.82K	14.37M	-376	-0.45%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.48%	181.38K	31.49M	-7.98K	-4.21%
Mar 31, 2025	RVW WEALTH, LLC	0.74%	90.17K	15.65M	-5.61K	-5.86%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.74%	90.77K	15.75M	-15.3K	-14.42%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.77%	93.72K	16.27M	20.43K	+27.87%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.28%	34.51K	5.99M	4.07K	+13.38%
Mar 31, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.34%	41.65K	6.7M	7.98K	+23.72%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.48%	58.66K	10.18M	10.23K	+21.11%
Mar 31, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.52%	64.17K	11.14M	-1.17K	-1.79%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.59%	71.95K	12.49M	-1.82K	-2.47%
Mar 31, 2025	TRUIST FINANCIAL CORP	1.02%	124.82K	21.66M	5.52K	+4.63%
Mar 31, 2025	SYNTEGRA PRIVATE WEALTH GROUP, LLC	1.03%	125.84K	21.84M	-3.93K	-3.03%
Mar 31, 2025	ALLWORTH FINANCIAL LP	1.05%	128.52K	22.42M	-2.88K	-2.19%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	4.06%	496.8K	86.22M	2.76K	+0.56%
Mar 31, 2025	MARSHALL WACE, LLP	4.07%	496.99K	86.26M	366.97K	+282.23%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	12.22%	1.49M	259.2M	593.93K	+66.03%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.31%	37.87K	6.57M	-2.39K	-5.94%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.33%	40.44K	7.02M	-42.55K	-51.27%
Mar 31, 2025	FIRST TRUST ADVISORS LP	32.89%	4.02M	697.82M	-275.63K	-6.42%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.53%	65.2K	11.32M	-2.55K	-3.76%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	1.25%	153.2K	26.59M	53.1K	+53.05%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	1.07%	130.86K	22.71M	9.27K	+7.62%
Mar 31, 2025	ROYAL BANK OF CANADA	2.11%	257.38K	44.67M	8.46K	+3.40%
Mar 31, 2025	CREATIVE PLANNING	2.79%	340.58K	59.11M	330.75K	+3,363.64%
Mar 31, 2025	ASSETMARK, INC	0.27%	32.93K	5.72M	2.34K	+7.64%
Mar 31, 2025	CAPSTONE INVESTMENT ADVISORS, LLC	0.43%	52.73K	9.15M	30.61K	+138.33%
Mar 31, 2025	O'DELL GROUP, LLC	0.97%	118.46K	20.56M	728	+0.62%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.6%	73.75K	12.8M	-707	-0.95%
Mar 31, 2025		0.27%	33.61K	5.83M	10.16K	+43.32%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.81%	98.9K	17.16M	6.57K	+7.11%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.62%	122.68K	23.39M	-894	-0.72%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.38%	82.17K	15.67M	30.18K	+58.03%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.4%	78.42K	14.95M	3.88K	+5.21%
Mar 31, 2024	TCP ASSET MANAGEMENT, LLC	0.4%	78.94K	15.05M	23.15K	+41.48%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.43%	93.17K	17.77M	18.77K	+25.24%
Mar 31, 2024	MILLER INVESTMENT MANAGEMENT, LP	0.44%	87.45K	16.67M	617	+0.71%
Mar 31, 2024	RVW WEALTH, LLC	0.54%	106.44K	20.3M	-2.77K	-2.53%
Mar 31, 2024	NEWSQUARE CAPITAL LLC	0.54%	107.18K	20.44M	25.25K	+30.82%
Mar 31, 2024	O'DELL GROUP, LLC	0.56%	110.42K	21.06M	-737	-0.66%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.62%	121.8K	23.22M	-3.82K	-3.04%
Mar 31, 2024	ROYAL BANK OF CANADA	1.27%	276.69K	52.76M	12.66K	+4.80%
Mar 31, 2024	SYNTEGRA PRIVATE WEALTH GROUP, LLC	0.63%	124.02K	23.65M	1.11K	+0.90%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.81%	176.04K	33.56M	-30.67K	-14.84%
Mar 31, 2024	GATEWAY ADVISORY, LLC	0.15%	29.99K	5.72M	1.14K	+3.95%
Mar 31, 2024	OPPENHEIMER & CO INC	0.16%	31.53K	6.01M	8.96K	+39.68%
Mar 31, 2024	ROYAL FUND MANAGEMENT, LLC	0.18%	35.47K	6.77M	-2.14K	-5.68%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.2%	43.33K	8.26M	-11.96K	-21.62%
Mar 31, 2024	GREAT VALLEY ADVISOR GROUP, INC.	0.2%	39.97K	7.62M	1.01K	+2.59%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.31%	61.86K	11.79M	3.78K	+6.50%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.2%	262.43K	50.04M	17.75K	+7.25%
Mar 31, 2024	UBS GROUP AG	1.2%	262.76K	50.1M	13.84K	+5.56%
Mar 31, 2024	LPL FINANCIAL LLC	2.78%	607.16K	115.77M	16.12K	+2.73%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	4.05%	885.67K	168.88M	48.58K	+5.80%
Mar 31, 2024	FIRST TRUST ADVISORS LP	19.5%	4.26M	812.79M	83.29K	+1.99%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.31%	68.65K	13.09M	7.38K	+12.05%
Mar 31, 2024	ODONNELL FINANCIAL SERVICES, LLC	0.32%	63.37K	12.08M	9.99K	+18.71%
Mar 31, 2024	SOUTHLAND EQUITY PARTNERS LLC	0.33%	64.63K	12.32M	502	+0.78%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.33%	72.78K	13.88M	-2.66K	-3.52%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.36%	70.64K	13.47M	30.8K	+77.32%
Mar 31, 2024	NILSINE PARTNERS, LLC	0.42%	82.66K	15.76M	72.2K	+690.04%
Mar 31, 2024	MONEY CONCEPTS CAPITAL CORP	0.47%	92.9K	17.71M	-72.62K	-43.87%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.48%	95.48K	18.21M	95.48K	+100.00%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.49%	107.25K	20.45M	11.01K	+11.44%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.51%	101.11K	19.28M	6.3K	+6.65%
Mar 31, 2024	SOWELL FINANCIAL SERVICES LLC	0.1%	22.84K	4.36M	-665	-2.83%
Mar 31, 2024	SFMG, LLC	0.11%	23.43K	4.47M	-42	-0.18%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.11%	24.64K	4.7M	5.1K	+26.12%
Mar 31, 2024	SPC FINANCIAL, INC.	0.11%	25.02K	4.77M	262	+1.06%
Mar 31, 2024	PCG WEALTH ADVISORS, LLC	0.12%	25.24K	4.81M	4.46K	+21.47%
Mar 31, 2024	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.12%	26.04K	4.98M	-1.5K	-5.45%
Mar 31, 2024	CETERA ADVISORS LLC	0.12%	26.98K	5.14M	14.91K	+123.47%
Mar 31, 2024	MAINSAIL FINANCIAL GROUP, LLC	0.13%	28.66K	5.46M	-131	-0.46%
Mar 31, 2024	VISIONPOINT ADVISORY GROUP, LLC	0.13%	28.91K	5.51M	-6.95K	-19.38%
Mar 31, 2024	CWM, LLC	0.15%	30.55K	5.83M	-12.39K	-28.86%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.43%	531.28K	101.3M	147.67K	+38.49%
Mar 31, 2024	MORGAN STANLEY	3.96%	866.48K	165.22M	64.01K	+7.98%
Mar 31, 2024	FWL INVESTMENT MANAGEMENT, LLC	0.23%	45.47K	8.67M	-10.03K	-18.07%
Mar 31, 2024	WCG WEALTH ADVISORS LLC	0.26%	51.3K	9.78M	-20.29K	-28.34%
Mar 31, 2024	CITIGROUP INC	0.26%	57.55K	10.97M	57.06K	+11,645.31%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	0.27%	53.12K	10.13M	3.56K	+7.18%
Mar 31, 2024	MARINER, LLC	0.28%	55.4K	10.56M	-2.85K	-4.90%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.28%	55.7K	10.62M	34.11K	+157.95%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.29%	63.86K	12.18M	-7.48K	-10.48%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.3%	59.56K	11.36M	-1.85K	-3.01%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.37%	73.57K	14.03M	2.25K	+3.15%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.72%	156.62K	29.86M	-1.14K	-0.72%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.79%	172.52K	32.9M	-17.51K	-9.22%
Mar 31, 2024	JPMORGAN CHASE & CO	0.91%	199.6K	38.06M	-6.21K	-3.02%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.03%	225.81K	43.06M	-104.4K	-31.62%
Mar 31, 2024	KOWAL INVESTMENT GROUP, LLC	1.06%	209.35K	39.92M	-6.3K	-2.92%
Dec 31, 2023	FIRST TRUST ADVISORS LP	20.73%	4.18M	733.34M	-527.54K	-11.21%
Dec 31, 2023	YAHAV ACHIM VE ACHAYOT - PROVIDENT FUNDS MANAGEMENT CO LTD.	0.17%	35.14K	6.16M	0	0
Dec 31, 2023	VISIONPOINT ADVISORY GROUP, LLC	0.18%	35.86K	6.29M	-13.72K	-27.67%
Dec 31, 2023	ROYAL FUND MANAGEMENT, LLC	0.19%	37.61K	6.61M	-3.51K	-8.53%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.19%	38.7K	7.05M	7.23K	+22.97%
Dec 31, 2023	GREAT VALLEY ADVISOR GROUP, INC.	0.19%	38.96K	6.84M	8.39K	+27.46%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.2%	39.84K	6.99M	-835	-2.05%
Dec 31, 2023	CWM, LLC	0.21%	42.95K	7.54M	38.66K	+901.28%
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	0.25%	49.56K	8.7M	-1.15K	-2.26%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.26%	52K	9.12M	49.4K	+1,902.97%
Dec 31, 2023	ODONNELL FINANCIAL SERVICES, LLC	0.26%	53.38K	9.37M	53.38K	+100.00%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.27%	55.29K	9.7M	15.68K	+39.59%
Dec 31, 2023	FWL INVESTMENT MANAGEMENT, LLC	0.28%	55.5K	9.74M	-7.13K	-11.38%
Dec 31, 2023	TCP ASSET MANAGEMENT, LLC	0.28%	55.8K	9.79M	55.8K	+100.00%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.29%	58.08K	10.19M	3.78K	+6.96%
Dec 31, 2023	MARINER, LLC	0.29%	58.26K	10.22M	-3.76K	-6.06%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.3%	61.27K	10.75M	6.77K	+12.41%
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0.3%	61.41K	10.78M	-4.11K	-6.27%
Dec 31, 2023		0.32%	64.13K	11.25M	-216	-0.34%
Dec 31, 2023	KRANOT HISHTALMUT LE MORIM TICHONIIM HAVERA MENAHELET LTD	0.34%	68.45K	12M	-12.6K	-15.54%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.35%	71.32K	12.51M	11.28K	+18.78%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.35%	71.34K	12.52M	17.56K	+32.65%
Dec 31, 2023	WCG WEALTH ADVISORS LLC	0.36%	71.59K	12.56M	-14.26K	-16.61%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.37%	74.39K	13.05M	-5.1K	-6.41%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.37%	74.54K	13.08M	3.57K	+5.04%
Dec 31, 2023	NEWSQUARE CAPITAL LLC	0.41%	81.93K	14.38M	-35.31K	-30.12%
Dec 31, 2023	MILLER INVESTMENT MANAGEMENT, LP	0.43%	86.83K	15.24M	-1.85K	-2.09%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.47%	94.8K	16.81M	2.39K	+2.58%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.48%	96.24K	16.89M	-865	-0.89%
Dec 31, 2023	RVW WEALTH, LLC	0.54%	109.2K	19.16M	-9.58K	-8.06%
Dec 31, 2023	O'DELL GROUP, LLC	0.55%	111.16K	19.5M	-694	-0.62%
Dec 31, 2023	SYNTEGRA PRIVATE WEALTH GROUP, LLC	0.61%	122.91K	21.57M	1.37K	+1.13%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.61%	123.58K	21.68M	13.58K	+12.34%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.62%	125.62K	22.04M	-8.94K	-6.65%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.78%	157.76K	27.68M	2.83K	+1.82%
Dec 31, 2023	MONEY CONCEPTS CAPITAL CORP	0.82%	165.51K	29.04M	165.51K	+100.00%
Dec 31, 2023	KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD	0.94%	189.9K	33.3M	-36.51K	-16.12%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.94%	190.03K	33.34M	44.57K	+30.64%
Dec 31, 2023	JPMORGAN CHASE & CO	1.02%	205.81K	36.11M	1.86K	+0.91%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.03%	206.71K	36.35M	37.65K	+22.27%
Dec 31, 2023	KOWAL INVESTMENT GROUP, LLC	1.07%	215.65K	37.84M	-3.18K	-1.45%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.21%	244.68K	42.93M	-18.21K	-6.92%
Dec 31, 2023	UBS GROUP AG	1.23%	248.92K	43.68M	11.43K	+4.81%
Dec 31, 2023	ROYAL BANK OF CANADA	1.31%	264.03K	46.33M	18.27K	+7.43%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.64%	330.22K	57.94M	111.97K	+51.30%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.9%	383.61K	67.31M	37.67K	+10.89%
Dec 31, 2023	MEITAV INVESTMENT HOUSE LTD	2.58%	519.42K	91.14M	-248.23K	-32.34%
Dec 31, 2023	LPL FINANCIAL LLC	2.93%	591.04K	103.71M	55.3K	+10.32%
Dec 31, 2023	MORGAN STANLEY	3.98%	802.47K	140.81M	46.38K	+6.13%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	4.15%	837.09K	146.88M	116.38K	+16.15%

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