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.
Institutional Ownership
About N/A of shares are held by financial institutions. SEED WEALTH MANAGEMENT, INC. is the top corporate investor, holding 6.65K shares valued at $1.00M. A 0.23% stake in Vanguard U.S. Multifactor ETF is owned by the company. CENTAURUS FINANCIAL, INC. owns 2.6K shares valued at $392.00K, which translates its holding of 0.08% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | SEED WEALTH MANAGEMENT, INC. | 0.23% | 6.65K | 1M | 0 | 0 |
| Dec 31, 2025 | CENTAURUS FINANCIAL, INC. | 0.08% | 2.6K | 392K | 52 | +2.04% |
| Dec 31, 2025 | PHYSICIAN WEALTH ADVISORS, INC. | 0.13% | 3.81K | 574.01K | -69 | -1.78% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 4.35% | 143.43K | 21.62M | -32.09K | -18.28% |
| Dec 31, 2025 | OPUS CAPITAL GROUP, LLC | 3.67% | 105.4K | 15.89M | 916 | +0.88% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2.55% | 73.15K | 11.03M | 10.56K | +16.86% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 2.06% | 67.49K | 10.17M | 8.32K | +14.07% |
| Dec 31, 2025 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1.11% | 36.21K | 5.46M | 7.18K | +24.73% |
| Dec 31, 2025 | CLARK ASSET MANAGEMENT, LLC | 0.22% | 6.34K | 955.3K | 40 | +0.64% |
| Dec 31, 2025 | APOLLON WEALTH MANAGEMENT, LLC | 0.21% | 6.13K | 923.33K | -729 | -10.63% |
| Dec 31, 2025 | RHS FINANCIAL, LLC | 0.2% | 5.69K | 857.16K | 1.02K | +21.75% |
| Dec 31, 2025 | SANCTUARY ADVISORS, LLC | 0.1% | 2.97K | 447.65K | 2.97K | +100.00% |
| Dec 31, 2025 | MODERA WEALTH MANAGEMENT, LLC | 0.06% | 1.72K | 259.39K | -234 | -11.97% |
| Dec 31, 2025 | PENSIONMARK FINANCIAL GROUP, LLC | 0.05% | 1.53K | 229.88K | -60 | -3.79% |
| Dec 31, 2025 | TITLEIST ASSET MANAGEMENT, LLC | 0.05% | 1.74K | 261.77K | 94 | +5.72% |
| Dec 31, 2025 | SAVVY ADVISORS, INC. | 0.05% | 1.49K | 224.43K | 0 | 0 |
| Dec 31, 2025 | UMB BANK, N.A. | 1.67% | 55K | 8.29M | 1.07K | +1.99% |
| Dec 31, 2025 | BUCKINGHAM STRATEGIC PARTNERS | 0.19% | 6.3K | 949.38K | -3.46K | -35.44% |
| Dec 31, 2025 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 0.47% | 13.55K | 2.04M | -1.8K | -11.75% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.48% | 15.86K | 2.39M | 226 | +1.45% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.53% | 17.43K | 2.63M | 551 | +3.26% |
| Dec 31, 2025 | VICTORY FINANCIAL GROUP, LLC | 0.54% | 15.62K | 2.35M | -5.44K | -25.81% |
| Dec 31, 2025 | ANDERSON HOAGLAND & CO | 10.47% | 300.65K | 45.32M | 2.29K | +0.77% |
| Dec 31, 2025 | MONETA GROUP INVESTMENT ADVISORS LLC | 0.04% | 1.34K | 202.57K | 1.34K | +100.00% |
| Dec 31, 2025 | ESSEX FINANCIAL SERVICES, INC. | 0.05% | 1.36K | 205.22K | 1.36K | +100.00% |
| Dec 31, 2025 | WALKNER CONDON FINANCIAL ADVISORS LLC | 0.61% | 17.46K | 2.63M | 238 | +1.38% |
| Dec 31, 2025 | PARTNERS IN FINANCIAL PLANNING | 0.68% | 19.65K | 2.96M | -271 | -1.36% |
| Dec 31, 2025 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 0.06% | 1.61K | 243.27K | 193 | +13.58% |
| Dec 31, 2025 | HARBOR ASSET PLANNING, INC. | 0.06% | 1.62K | 243.87K | 80 | +5.20% |
| Dec 31, 2025 | CHERRY TREE WEALTH MANAGEMENT, LLC | 0.06% | 1.76K | 265.12K | -244 | -12.18% |
| Dec 31, 2025 | STIFEL FINANCIAL CORP | 0.23% | 7.64K | 1.15M | 1.12K | +17.15% |
| Dec 31, 2025 | UBS GROUP AG | 0.25% | 8.12K | 1.22M | 297 | +3.80% |
| Dec 31, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.28% | 9.29K | 1.4M | 1.29K | +16.14% |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.33% | 10.81K | 1.63M | 1.32K | +13.90% |
| Dec 31, 2025 | GREAT VALLEY ADVISOR GROUP, INC. | 0.35% | 11.51K | 1.73M | -137.76K | -92.29% |
| Dec 31, 2025 | CEDAR POINT CAPITAL PARTNERS, LLC | 0.43% | 14.12K | 2.13M | 2.06K | +17.06% |
| Dec 31, 2025 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 0.44% | 12.76K | 1.92M | -415 | -3.15% |
| Dec 31, 2025 | TFB ADVISORS LLC | 0.46% | 14.97K | 2.26M | 1.53K | +11.36% |
| Dec 31, 2025 | ROOTED WEALTH ADVISORS, INC. | 1.27% | 36.45K | 5.87M | 36.45K | +100.00% |
| Dec 31, 2025 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.08% | 2.6K | 391.79K | 137 | +5.56% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.1% | 2.75K | 414.04K | -973 | -26.16% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 1.36% | 44.54K | 6.71M | 4.95K | +12.51% |
| Dec 31, 2025 | DYNAMIC ADVISOR SOLUTIONS LLC | 0.07% | 1.98K | 299.04K | 98 | +5.20% |
| Dec 31, 2025 | MML INVESTORS SERVICES, LLC | 0.14% | 4.63K | 697.49K | 4.63K | +100.00% |
| Dec 31, 2025 | BRIDGEPORT FINANCIAL SOLUTIONS, LLC | 0.15% | 4.38K | 660.79K | -27 | -0.61% |
| Dec 31, 2025 | FIRST MANHATTAN CO. LLC. | 0.26% | 8.41K | 1.27M | 0 | 0 |
| Dec 31, 2025 | 0.25% | 8.3K | 1.25M | 8.3K | +100.00% | |
| Dec 31, 2025 | ONYX BRIDGE WEALTH GROUP LLC | 0.37% | 12.33K | 1.86M | -359 | -2.83% |
| Dec 31, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.53% | 15.09K | 624.73K | 14.71K | +3,810.10% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.09% | 2.85K | 428.96K | 2.85K | +100.00% |
| Dec 31, 2025 | BENSON INVESTMENT MANAGEMENT COMPANY, INC. | 0.1% | 2.73K | 411.32K | 0 | 0 |
| Dec 31, 2025 | CALTON & ASSOCIATES, INC. | 0.16% | 5.31K | 800.94K | 3.16K | +146.48% |
| Dec 31, 2025 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.19% | 6.11K | 921.19K | 24 | +0.39% |
| Dec 31, 2025 | NEWEDGE ADVISORS, LLC | 0.24% | 7.91K | 1.19M | 469 | +6.31% |
| Dec 31, 2025 | GENEOS WEALTH MANAGEMENT INC. | 1.49% | 42.64K | 6.43M | 844 | +2.02% |
| Dec 31, 2025 | STUDIO INVESTMENT MANAGEMENT LLC | 0.06% | 1.82K | 274.01K | 219 | +13.70% |
| Dec 31, 2025 | COWA, LLC | 0.06% | 2.1K | 315.92K | -277 | -11.67% |
| Dec 31, 2025 | FIRST CITIZENS FINANCIAL CORP | 0.07% | 2.23K | 335.66K | -6 | -0.27% |
| Dec 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.07% | 2.23K | 335.79K | 2.23K | +100.00% |
| Dec 31, 2025 | CASSIA CAPITAL PARTNERS, LLC | 0.07% | 2.15K | 324.05K | -33 | -1.51% |
| Sep 30, 2025 | CLARK ASSET MANAGEMENT, LLC | 0.22% | 6.3K | 908.64K | 76 | +1.22% |
| Sep 30, 2025 | CASSIA CAPITAL PARTNERS, LLC | 0.08% | 2.18K | 314.95K | 46 | +2.15% |
| Sep 30, 2025 | CHERRY TREE WEALTH MANAGEMENT, LLC | 0.07% | 2K | 288.98K | -80 | -3.84% |
| Sep 30, 2025 | UMB BANK, N.A. | 1.88% | 53.93K | 7.78M | 51 | +0.09% |
| Sep 30, 2025 | WALKNER CONDON FINANCIAL ADVISORS LLC | 0.6% | 17.22K | 2.48M | 133 | +0.78% |
| Sep 30, 2025 | UBS GROUP AG | 0.27% | 7.82K | 1.13M | 467 | +6.35% |
| Sep 30, 2025 | BRIDGEPORT FINANCIAL SOLUTIONS, LLC | 0.15% | 4.41K | 636.4K | 248 | +5.96% |
| Sep 30, 2025 | PHYSICIAN WEALTH ADVISORS, INC. | 0.14% | 3.88K | 559.28K | -156 | -3.87% |
| Sep 30, 2025 | TITLEIST ASSET MANAGEMENT, LLC | 0.06% | 1.64K | 237.1K | 1.64K | +100.00% |
| Sep 30, 2025 | STUDIO INVESTMENT MANAGEMENT LLC | 0.06% | 1.6K | 230.69K | 1.6K | +100.00% |
| Sep 30, 2025 | PENSIONMARK FINANCIAL GROUP, LLC | 0.06% | 1.59K | 228.7K | -137 | -7.96% |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 0.23% | 6.52K | 940.52K | -12 | -0.18% |
| Sep 30, 2025 | RHS FINANCIAL, LLC | 0.16% | 4.67K | 673.9K | 3.07K | +191.57% |
| Sep 30, 2025 | FIRST CITIZENS FINANCIAL CORP | 0.08% | 2.23K | 322.16K | -15 | -0.67% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.33% | 9.49K | 1.37M | -180 | -1.86% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 6.12% | 175.52K | 25.32M | -4.36K | -2.42% |
| Sep 30, 2025 | BRASS TAX WEALTH MANAGEMENT, INC | 5.78% | 165.54K | 23.88M | 165.54K | +100.00% |
| Sep 30, 2025 | GREAT VALLEY ADVISOR GROUP, INC. | 5.21% | 149.27K | 21.54M | 5.89K | +4.11% |
| Sep 30, 2025 | OPUS CAPITAL GROUP, LLC | 3.65% | 104.48K | 15.07M | -836 | -0.79% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2.18% | 62.59K | 9.03M | 721 | +1.17% |
| Sep 30, 2025 | GENEOS WEALTH MANAGEMENT INC. | 1.46% | 41.8K | 6.03M | 960 | +2.35% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.55% | 15.63K | 2.26M | 381 | +2.50% |
| Sep 30, 2025 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 0.54% | 15.35K | 2.21M | -620 | -3.88% |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.13% | 3.72K | 536.7K | 3.72K | +100.00% |
| Sep 30, 2025 | BENSON INVESTMENT MANAGEMENT COMPANY, INC. | 0.1% | 2.73K | 393.72K | 2.73K | +100.00% |
| Sep 30, 2025 | COWA, LLC | 0.08% | 2.37K | 342.36K | 0 | 0 |
| Sep 30, 2025 | CALTON & ASSOCIATES, INC. | 0.08% | 2.16K | 311.06K | 2.16K | +100.00% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 1.38% | 39.59K | 5.71M | 2.49K | +6.70% |
| Sep 30, 2025 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1.01% | 29.03K | 4.19M | 5.06K | +21.11% |
| Sep 30, 2025 | SEED WEALTH MANAGEMENT, INC. | 0.23% | 6.65K | 959.42K | -1.3K | -16.35% |
| Sep 30, 2025 | VICTORY FINANCIAL GROUP, LLC | 0.73% | 21.06K | 3.04M | 250 | +1.20% |
| Sep 30, 2025 | PARTNERS IN FINANCIAL PLANNING | 0.69% | 19.92K | 2.87M | -102 | -0.51% |
| Sep 30, 2025 | CEDAR POINT CAPITAL PARTNERS, LLC | 0.42% | 12.06K | 1.74M | 169 | +1.42% |
| Sep 30, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.28% | 8K | 1.15M | 1.23K | +18.24% |
| Sep 30, 2025 | CENTAURUS FINANCIAL, INC. | 0.09% | 2.55K | 368K | 315 | +14.10% |
| Sep 30, 2025 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 0.05% | 1.42K | 205.01K | 1.42K | +100.00% |
| Sep 30, 2025 | PARKSIDE FINANCIAL BANK & TRUST | 0.04% | 1.27K | 183.52K | 0 | 0 |
| Sep 30, 2025 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.21% | 6.09K | 878.27K | 675 | +12.47% |
| Sep 30, 2025 | ANDERSON HOAGLAND & CO | 10.41% | 298.37K | 43.05M | 4.15K | +1.41% |
| Sep 30, 2025 | NEWEDGE ADVISORS, LLC | 0.26% | 7.44K | 1.07M | 102 | +1.39% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 2.06% | 59.17K | 8.54M | 8.1K | +15.85% |
| Sep 30, 2025 | HARBOR ASSET PLANNING, INC. | 0.05% | 1.54K | 221.91K | 5 | +0.33% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.59% | 16.88K | 2.41M | 1.29K | +8.25% |
| Sep 30, 2025 | TFB ADVISORS LLC | 0.47% | 13.45K | 1.93M | 3.3K | +32.50% |
| Sep 30, 2025 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 0.46% | 13.17K | 1.9M | 213 | +1.64% |
| Sep 30, 2025 | ONYX BRIDGE WEALTH GROUP LLC | 0.44% | 12.69K | 1.83M | 81 | +0.64% |
| Sep 30, 2025 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.09% | 2.46K | 355.16K | -841 | -25.46% |
| Sep 30, 2025 | BUCKINGHAM STRATEGIC PARTNERS | 0.34% | 9.76K | 1.42M | 4.84K | +98.60% |
| Sep 30, 2025 | FIRST MANHATTAN CO. LLC. | 0.29% | 8.41K | 1.21M | 0 | 0 |
| Sep 30, 2025 | APOLLON WEALTH MANAGEMENT, LLC | 0.24% | 6.86K | 989K | 13 | +0.19% |
| Sep 30, 2025 | SAVVY ADVISORS, INC. | 0.05% | 1.49K | 214.82K | 0 | 0 |
| Sep 30, 2025 | CARY STREET PARTNERS FINANCIAL LLC | 0.09% | 2.5K | 360.69K | 0 | 0 |
| Sep 30, 2025 | MODERA WEALTH MANAGEMENT, LLC | 0.07% | 1.96K | 282.06K | 0 | 0 |
| Sep 30, 2025 | DYNAMIC ADVISOR SOLUTIONS LLC | 0.07% | 1.89K | 272.16K | -150 | -7.37% |
| Sep 30, 2025 | LRI INVESTMENTS, LLC | 0.04% | 1.11K | 160.37K | 45 | +4.22% |
| Sep 30, 2025 | TFC FINANCIAL MANAGEMENT, INC. | 0.03% | 979 | 141.25K | 0 | 0 |
| Sep 30, 2025 | PRINCIPAL SECURITIES, INC. | 0.03% | 886 | 127.83K | 0 | 0 |
| Sep 30, 2025 | BOGART WEALTH, LLC | 0.02% | 500 | 72.14K | 0 | 0 |
| Sep 30, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.02% | 442 | 63.77K | 0 | 0 |
| Sep 30, 2025 | PRIVATE TRUST CO NA | 0.01% | 300 | 43.28K | 0 | 0 |
| Sep 30, 2025 | TIDEMARK, LLC | 0.01% | 289 | 41.7K | 0 | 0 |
| Sep 30, 2025 | JNBA FINANCIAL ADVISORS | 0.01% | 230 | 33.15K | 1 | +0.44% |
| Jun 30, 2025 | DYNAMIC ADVISOR SOLUTIONS LLC | 0.08% | 2.04K | 273.85K | -53 | -2.54% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 1.46% | 37.1K | 4.99M | 15.05K | +68.21% |
| Jun 30, 2025 | VICTORY FINANCIAL GROUP, LLC | 0.82% | 20.81K | 2.8M | -4.86K | -18.92% |
| Jun 30, 2025 | WALKNER CONDON FINANCIAL ADVISORS LLC | 0.67% | 17.09K | 2.3M | -4.11K | -19.39% |
| Jun 30, 2025 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 0.63% | 15.97K | 2.15M | 9.12K | +133.16% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.38% | 9.67K | 1.3M | -1.48K | -13.26% |
| Jun 30, 2025 | SEED WEALTH MANAGEMENT, INC. | 0.31% | 7.95K | 1.07M | 0 | 0 |
| Jun 30, 2025 | UBS GROUP AG | 0.29% | 7.35K | 988.96K | -1.93K | -20.77% |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0.29% | 7.33K | 986.31K | 1.65K | +28.96% |
| Jun 30, 2025 | STIFEL FINANCIAL CORP | 0.26% | 6.53K | 878.4K | -225 | -3.33% |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.23% | 5.86K | 788.29K | 5.86K | +100.00% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.61% | 15.59K | 2.1M | 4.28K | +37.87% |
| Jun 30, 2025 | BUCKINGHAM STRATEGIC PARTNERS | 0.19% | 4.91K | 660.65K | -406 | -7.63% |
| Jun 30, 2025 | 0.06% | 1.53K | 206.19K | 1.53K | +100.00% | |
| Jun 30, 2025 | PHYSICIAN WEALTH ADVISORS, INC. | 0.16% | 4.03K | 542.41K | -71 | -1.73% |
| Jun 30, 2025 | CARY STREET PARTNERS FINANCIAL LLC | 0.1% | 2.5K | 336.24K | 0 | 0 |
| Jun 30, 2025 | MODERA WEALTH MANAGEMENT, LLC | 0.08% | 1.96K | 262.94K | -10 | -0.51% |
| Jun 30, 2025 | PENSIONMARK FINANCIAL GROUP, LLC | 0.07% | 1.72K | 231.59K | -136 | -7.32% |
| Jun 30, 2025 | RHS FINANCIAL, LLC | 0.06% | 1.6K | 215.47K | 1.6K | +100.00% |
| Jun 30, 2025 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.06% | 1.54K | 206.45K | -1.01K | -39.61% |
| Jun 30, 2025 | FIRST HORIZON ADVISORS, INC. | 0.04% | 1.09K | 146.33K | 0 | 0 |
| Jun 30, 2025 | LRI INVESTMENTS, LLC | 0.04% | 1.07K | 143.51K | 9 | +0.85% |
| Jun 30, 2025 | GREAT VALLEY ADVISOR GROUP, INC. | 5.65% | 143.38K | 19.28M | 113.4K | +378.25% |
| Jun 30, 2025 | OPUS CAPITAL GROUP, LLC | 4.15% | 105.32K | 14.17M | 162 | +0.15% |
| Jun 30, 2025 | UMB BANK, N.A. | 2.12% | 53.88K | 7.25M | -957 | -1.75% |
| Jun 30, 2025 | GENEOS WEALTH MANAGEMENT INC. | 1.61% | 40.84K | 5.49M | 21.2K | +107.96% |
| Jun 30, 2025 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 0.94% | 23.97K | 3.22M | -2.65K | -9.95% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.6% | 15.25K | 2.05M | 540 | +3.67% |
| Jun 30, 2025 | ONYX BRIDGE WEALTH GROUP LLC | 0.5% | 12.61K | 1.7M | 298 | +2.42% |
| Jun 30, 2025 | FIRST MANHATTAN CO. LLC. | 0.33% | 8.41K | 1.13M | 0 | 0 |
| Jun 30, 2025 | OLD MISSION CAPITAL LLC | 0.26% | 6.6K | 888.09K | 6.6K | +100.00% |
| Jun 30, 2025 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.21% | 5.41K | 727.98K | 422 | +8.46% |
| Jun 30, 2025 | FIRST CITIZENS FINANCIAL CORP | 0.09% | 2.25K | 302.35K | 2.25K | +100.00% |
| Jun 30, 2025 | CHERRY TREE WEALTH MANAGEMENT, LLC | 0.08% | 2.08K | 280.16K | 0 | 0 |
| Jun 30, 2025 | SAVVY ADVISORS, INC. | 0.06% | 1.49K | 200.27K | 1.49K | +100.00% |
| Jun 30, 2025 | PARKSIDE FINANCIAL BANK & TRUST | 0.05% | 1.27K | 171.08K | 0 | 0 |
| Jun 30, 2025 | MORGAN STANLEY | 0.01% | 276 | 37.12M | -274 | -49.82% |
| Jun 30, 2025 | CENTAURUS FINANCIAL, INC. | 0.09% | 2.23K | 301K | 11 | +0.49% |
| Jun 30, 2025 | ANDERSON HOAGLAND & CO | 11.6% | 294.22K | 39.57M | -117 | -0.04% |
| Jun 30, 2025 | TFC FINANCIAL MANAGEMENT, INC. | 0.04% | 979 | 131.67K | 0 | 0 |
| Jun 30, 2025 | PRINCIPAL SECURITIES, INC. | 0.03% | 886 | 119.17K | -99 | -10.05% |
| Jun 30, 2025 | BOGART WEALTH, LLC | 0.02% | 500 | 67.25K | 250 | +100.00% |
| Jun 30, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.02% | 442 | 59.45K | 442 | +100.00% |
| Jun 30, 2025 | STRATEGIC WEALTH PARTNERS, LTD. | 0.01% | 339 | 45.6K | 339 | +100.00% |
| Jun 30, 2025 | PRIVATE TRUST CO NA | 0.01% | 300 | 40.35K | 0 | 0 |
| Jun 30, 2025 | TIDEMARK, LLC | 0.01% | 289 | 38.87K | 0 | 0 |
| Jun 30, 2025 | APOLLON WEALTH MANAGEMENT, LLC | 0.27% | 6.84K | 920.23K | 6.84K | +100.00% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 7.09% | 179.88K | 24.19M | -18.71K | -9.42% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.31% | 7.95K | 1.07B | 6.34K | +396.25% |
| Jun 30, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.27% | 6.77K | 909.88M | 0 | 0 |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2.44% | 61.87K | 8.32M | 5.65K | +10.05% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 2.01% | 51.07K | 6.87M | -24.99K | -32.85% |
| Jun 30, 2025 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 0.51% | 12.96K | 1.74M | 1.39K | +12.01% |
| Jun 30, 2025 | CEDAR POINT CAPITAL PARTNERS, LLC | 0.47% | 11.89K | 1.6M | 1.51K | +14.58% |
| Jun 30, 2025 | TFB ADVISORS LLC | 0.4% | 10.15K | 1.36M | 1.67K | +19.76% |
| Jun 30, 2025 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.13% | 3.3K | 444.22K | 3.3K | +100.00% |
| Jun 30, 2025 | COWA, LLC | 0.09% | 2.37K | 319.16K | 2.37K | +100.00% |
| Jun 30, 2025 | CASSIA CAPITAL PARTNERS, LLC | 0.08% | 2.14K | 287.42K | -61 | -2.78% |
| Jun 30, 2025 | PARTNERS IN FINANCIAL PLANNING | 0.79% | 20.02K | 2.69M | -600 | -2.91% |
| Jun 30, 2025 | CLARK ASSET MANAGEMENT, LLC | 0.25% | 6.22K | 836.89K | 6 | +0.10% |
| Jun 30, 2025 | BRIDGEPORT FINANCIAL SOLUTIONS, LLC | 0.16% | 4.16K | 559.92K | 4.16K | +100.00% |
| Jun 30, 2025 | HARBOR ASSET PLANNING, INC. | 0.06% | 1.53K | 206.19K | 1.53K | +100.00% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 8.24% | 198.59K | 25.08M | -1.07K | -0.54% |
| Mar 31, 2025 | LRI INVESTMENTS, LLC | 0.04% | 1.06K | 133.7K | 53 | +5.27% |
| Mar 31, 2025 | CENTAURUS FINANCIAL, INC. | 0.09% | 2.22K | 281K | 303 | +15.78% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.47% | 11.31K | 1.43M | 8.32K | +278.39% |
| Mar 31, 2025 | FIRST HORIZON ADVISORS, INC. | 0.05% | 1.09K | 137.43K | 0 | 0 |
| Mar 31, 2025 | PENSIONMARK FINANCIAL GROUP, LLC | 0.08% | 1.86K | 234.72K | -66 | -3.43% |
| Mar 31, 2025 | MODERA WEALTH MANAGEMENT, LLC | 0.08% | 1.97K | 248.2K | 0 | 0 |
| Mar 31, 2025 | DYNAMIC ADVISOR SOLUTIONS LLC | 0.09% | 2.09K | 263.89K | 2.09K | +100.00% |
| Mar 31, 2025 | CASSIA CAPITAL PARTNERS, LLC | 0.09% | 2.2K | 277.63K | -58 | -2.57% |
| Mar 31, 2025 | GREAT VALLEY ADVISOR GROUP, INC. | 1.24% | 29.98K | 3.79M | 21.23K | +242.67% |
| Mar 31, 2025 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.11% | 2.54K | 321.08K | 569 | +28.84% |
| Mar 31, 2025 | L.M. KOHN & COMPANY | 0.16% | 3.81K | 481.49K | 3.81K | +100.00% |
| Mar 31, 2025 | BUCKINGHAM STRATEGIC PARTNERS | 0.22% | 5.32K | 671.83K | 2.8K | +110.78% |
| Mar 31, 2025 | PRINCIPAL SECURITIES, INC. | 0.04% | 985 | 128.62K | 0 | 0 |
| Mar 31, 2025 | UMB BANK, N.A. | 2.28% | 54.84K | 6.93M | -3.7K | -6.31% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2.33% | 56.22K | 7.1M | -535 | -0.94% |
| Mar 31, 2025 | PER STIRLING CAPITAL MANAGEMENT, LLC. | 3.4% | 81.92K | 10.35M | 2.58K | +3.25% |
| Mar 31, 2025 | PHYSICIAN WEALTH ADVISORS, INC. | 0.17% | 4.1K | 518.37K | 6 | +0.15% |
| Mar 31, 2025 | NEWEDGE ADVISORS, LLC | 0.24% | 5.69K | 718.37K | -744 | -11.57% |
| Mar 31, 2025 | STIFEL FINANCIAL CORP | 0.28% | 6.76K | 853.35K | -43 | -0.63% |
| Mar 31, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.28% | 6.77K | 854.49K | 1.75K | +34.90% |
| Mar 31, 2025 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 0.28% | 6.85K | 865.1K | 6.79K | +12,130.36% |
| Mar 31, 2025 | SEED WEALTH MANAGEMENT, INC. | 0.33% | 7.95K | 1M | 0 | 0 |
| Mar 31, 2025 | FIRST MANHATTAN CO. LLC. | 0.35% | 8.41K | 1.06M | -10 | -0.12% |
| Mar 31, 2025 | TRANSFORM WEALTH, LLC | 0.51% | 12.17K | 1.54M | -2.69K | -18.11% |
| Mar 31, 2025 | ONYX BRIDGE WEALTH GROUP LLC | 0.51% | 12.31K | 1.55M | 1.94K | +18.73% |
| Mar 31, 2025 | WALKNER CONDON FINANCIAL ADVISORS LLC | 0.88% | 21.2K | 2.68M | -422 | -1.95% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.92% | 22.06K | 2.79M | -50.98K | -69.80% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 3.16% | 76.06K | 9.61M | 7.57K | +11.05% |
| Mar 31, 2025 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 0.48% | 11.57K | 1.46M | 8.83K | +322.42% |
| Mar 31, 2025 | 0.26% | 6.22K | 785.12K | 66 | +1.07% | |
| Mar 31, 2025 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.53% | 12.77K | 1.6M | 3.35K | +35.58% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.61% | 14.71K | 1.86M | 1.08K | +7.88% |
| Mar 31, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.82% | 19.64K | 2.48M | 9.25K | +89.05% |
| Mar 31, 2025 | CHERRY TREE WEALTH MANAGEMENT, LLC | 0.09% | 2.08K | 263.1K | 0 | 0 |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.07% | 1.6K | 202.22K | 1.6K | +100.00% |
| Mar 31, 2025 | CARY STREET PARTNERS FINANCIAL LLC | 0.1% | 2.5K | 315.78K | 0 | 0 |
| Mar 31, 2025 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.21% | 4.99K | 630.47K | 504 | +11.23% |
| Mar 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.21% | 5.16K | 651.1K | -7.41K | -58.97% |
| Mar 31, 2025 | TFB ADVISORS LLC | 0.35% | 8.47K | 1.07M | 3.08K | +56.97% |
| Mar 31, 2025 | UBS GROUP AG | 0.39% | 9.28K | 1.17M | 1.86K | +25.08% |
| Mar 31, 2025 | CEDAR POINT CAPITAL PARTNERS, LLC | 0.43% | 10.38K | 1.31M | 497 | +5.03% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.46% | 11.15K | 1.41M | 67 | +0.60% |
| Mar 31, 2025 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1.1% | 26.62K | 3.36M | 2.63K | +10.98% |
| Mar 31, 2025 | VICTORY FINANCIAL GROUP, LLC | 1.07% | 25.66K | 3.12M | 51 | +0.20% |
| Mar 31, 2025 | OPUS CAPITAL GROUP, LLC | 4.37% | 105.15K | 13.28M | -725 | -0.68% |
| Mar 31, 2025 | ANDERSON HOAGLAND & CO | 12.22% | 294.34K | 32.76M | -10.84K | -3.55% |
| Mar 31, 2025 | TFC FINANCIAL MANAGEMENT, INC. | 0.04% | 979 | 123.66K | 0 | 0 |
| Mar 31, 2025 | PARKSIDE FINANCIAL BANK & TRUST | 0.05% | 1.27K | 160.67K | -49 | -3.71% |

