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

Who are the major shareholders selling PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund stock?

WCG WEALTH ADVISORS LLC, in the last quarter, reduced its stake in EMNT by -33.9% restricting it's holding to 53.66 thousand shares of worth nearly $5.31M. MILESTONE INVESTMENT ADVISORS LLC also lessened -0.19% of the EMNT shares from its portfolio, reducing its holding to 96.93 thousand shares of worth $9.59M. TRADITION WEALTH MANAGEMENT, LLC also shunned EMNT shares holding by -0.39% last quarter which brought its holding to 2.03 thousand shares worth $200.79K.

Investors who are buying EMNT stock?

As per its latest 13F filing, LAUREL WEALTH PLANNING LLC increased its stake in EMNT by 0.03% in the last quarter. The institutional holder raised its holding to 44.76 thousand shares having worth more than $4.43M. DESTINATION WEALTH MANAGEMENT also added 4.89% more shares of EMNT to its portfolio, raising its holding to 50.5 thousand shares of worth $5.00M. FLOW TRADERS U.S. LLC also increased its EMNT shares holding by 100% which brought its holding to 3.97 thousand shares worth $393.00K.

EMNT's major insiders: who are they?

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

Did an insider recently sell EMNT stock?

Company executives, directors, and other insiders own N/A percent of PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund's stock. Within the last six months, there have been 0 transaction(s) in which EMNT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased EMNT stock?

There have been 0 transaction(s) during the past 6-months in which PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund insiders have bought stock, totalling 0 shares

How much of EMNT does insiders own?

Around 0 PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund shares are held by insiders, which represents about N/A of EMNT stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in EMNT?

LAUREL WEALTH PLANNING LLC is the largest institutional owner in EMNT which holds 44.76 thousand shares worth $4.43M or 2.09% of the total EMNT shares outstanding followed by DESTINATION WEALTH MANAGEMENT with ownership of 50.5 thousand shares representing 2.36% of the EMNT ownership. WCG WEALTH ADVISORS LLC is the third largest stakeholder with 53.66 thousand shares or 2.51% of the ownership worth more than $5.31M.

Is there a short position on EMNT's shares?

Number of EMNT 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 EMNT shares are there?

As of today, null shares of EMNT are outstanding.

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

EMNT 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 EMNT is null.

PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund (EMNT) insider trading activity: Get Latest News Today

Q: Is PIMCO Enhanced Short Maturity Active ESG Exchange-Traded 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 EMNT is concerned, it is a stock which is not optionable.

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

OptionableNo

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. LAUREL WEALTH PLANNING LLC is the top corporate investor, holding 44.76K shares valued at $4.43M. A 2.09% stake in PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund is owned by the company. DESTINATION WEALTH MANAGEMENT owns 50.5K shares valued at $5.00M, which translates its holding of 2.36% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	LAUREL WEALTH PLANNING LLC	2.09%	44.76K	4.43M	14	+0.03%
Jun 30, 2026	DESTINATION WEALTH MANAGEMENT	2.36%	50.5K	5M	2.35K	+4.89%
Jun 30, 2026	WCG WEALTH ADVISORS LLC	2.51%	53.66K	5.31M	-27.52K	-33.90%
Jun 30, 2026	MILESTONE INVESTMENT ADVISORS LLC	4.53%	96.93K	9.59M	-184	-0.19%
Jun 30, 2026	AMERICAN CAPITAL ADVISORY, LLC	0.07%	1.46K	144.35K	0	0
Jun 30, 2026	MASCOMA WEALTH MANAGEMENT LLC	0.09%	2K	198.05K	0	0
Jun 30, 2026	TRADITION WEALTH MANAGEMENT, LLC	0.09%	2.03K	200.79K	-8	-0.39%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.19%	3.97K	393K	3.97K	+100.00%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.1%	2.1K	207.87K	0	0
Jun 30, 2026	ESSEX FINANCIAL SERVICES, INC.	0.11%	2.27K	224.51K	-14	-0.61%
Jun 30, 2026	TOWERPOINT WEALTH, LLC	0.11%	2.45K	242.33K	247	+11.22%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.12%	2.48K	245.37K	2.05K	+476.74%
Jun 30, 2026	VISE TECHNOLOGIES, INC.	0.12%	2.61K	258.63K	2.61K	+100.00%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.12%	2.63K	260.11K	-19	-0.72%
Jun 30, 2026	FRAGASSO GROUP INC.	0.12%	2.64K	261.62K	72	+2.80%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.13%	2.76K	272.55K	210	+8.25%
Jun 30, 2026	CREATIVE PLANNING	0.14%	3.02K	299.09K	-543	-15.23%
Jun 30, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.14%	3.03K	299.48K	66	+2.23%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.14%	3.07K	303.63K	3.07K	+100.00%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.16%	3.33K	329.5K	3.33K	+100.00%
Jun 30, 2026	NATURAL INVESTMENTS, LLC	0.17%	3.61K	357K	0	0
Jun 30, 2026	LEXAURUM ADVISORS, LLC	0.31%	6.67K	660.12K	6.67K	+100.00%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.32%	6.77K	669.32K	5.53K	+446.45%
Jun 30, 2026	MASON & ASSOCIATES INC	0.35%	7.48K	739.96K	-5.46K	-42.20%
Jun 30, 2026	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.62%	13.29K	1.32M	-1.69K	-11.27%
Jun 30, 2026	LPL FINANCIAL LLC	2.98%	63.79K	6.31M	8.81K	+16.02%
Jun 30, 2026	MORGAN STANLEY	5.47%	117.04K	11.58M	-5.18K	-4.23%
Jun 30, 2026	PFG INVESTMENTS, LLC	9.9%	211.78K	20.95M	10.03K	+4.97%
Jun 30, 2026	ALLIANZ SE	11.64%	249K	24.64M	0	0
Jun 30, 2026	BOND & DEVICK FINANCIAL NETWORK, INC.	0.17%	3.73K	369.24K	0	0
Jun 30, 2026	ROUND ROCK ADVISORS, LLC	0.18%	3.76K	372.31K	0	0
Jun 30, 2026	AMARA FINANCIAL, LLC.	0.23%	4.92K	486.61K	-1.55K	-23.99%
Jun 30, 2026	MEZZASALMA ADVISORS, LLC	0.28%	5.9K	583.93K	208	+3.65%
Jun 30, 2026		0.26%	5.6K	553.73K	-34	-0.60%
Jun 30, 2026	ROYAL BANK OF CANADA	0.31%	6.54K	647K	214	+3.38%
Jun 30, 2026	COREPATH WEALTH PARTNERS LLC	0.17%	3.65K	359.9K	-55	-1.49%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.33%	7.13K	704.94K	593	+9.08%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.18%	3.92K	387.74K	3.92K	+100.00%
Jun 30, 2026	VSM WEALTH ADVISORY, LLC	2.36%	50.49K	5.09M	50.49K	+100.00%
Jun 30, 2026	CRESSET ASSET MANAGEMENT, LLC	0.39%	8.36K	827.52K	0	0
Jun 30, 2026	CAPITAL ADVANTAGE, INC.	0.41%	8.75K	865.56K	-10	-0.11%
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.41%	8.83K	873.56K	81	+0.93%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.44%	9.43K	932.71K	5.48K	+138.66%
Jun 30, 2026	ATLANTA CONSULTING GROUP ADVISORS, LLC	0.48%	10.19K	1.01M	10.19K	+100.00%
Jun 30, 2026	MODERA WEALTH MANAGEMENT, LLC	0.49%	10.51K	1.04M	-129	-1.21%
Jun 30, 2026	JPMORGAN CHASE & CO	0.29%	6.17K	610.78K	5.71K	+1,224.89%
Jun 30, 2026	MUTUAL ADVISORS, LLC	0.24%	5.11K	505.48K	1.59K	+44.98%
Jun 30, 2026	KOENIG INVESTMENT ADVISORY, LLC	0.26%	5.6K	553.73K	-34	-0.60%
Jun 30, 2026	SBE LLC DBA CEDAR COVE WEALTH PARTNERS	0.45%	9.65K	954.54K	488	+5.33%
Jun 30, 2026	LGT GROUP FOUNDATION	0.52%	11.22K	1.11M	63	+0.56%
Jun 30, 2026	SAX WEALTH ADVISORS, LLC	0.54%	11.66K	1.15M	183	+1.59%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.58%	12.52K	1.24M	8.26K	+194.03%
Jun 30, 2026	PHOENIX WEALTH ADVISORS	0.59%	12.65K	1.25M	-1.12K	-8.10%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	4.76K	471K	-94	-1.94%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.31%	6.55K	648.05K	-52	-0.79%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.65%	13.83K	1.37M	13.83K	+100.00%
Jun 30, 2026	WALKNER CONDON FINANCIAL ADVISORS LLC	0.78%	16.79K	1.66M	89	+0.53%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.81%	17.43K	1.72M	4.29K	+32.68%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.93%	19.97K	1.98M	12.9K	+182.36%
Jun 30, 2026	JANE STREET GROUP, LLC	1.02%	21.82K	2.16M	21.82K	+100.00%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.15%	24.54K	2.43M	-12.22K	-33.24%
Jun 30, 2026	CLEAR POINT ADVISORS INC.	1.19%	25.52K	2.57M	25.52K	+100.00%
Jun 30, 2026	CITADEL ADVISORS LLC	1.23%	26.27K	2.6M	850	+3.34%
Jun 30, 2026	CERITY PARTNERS LLC	1.62%	34.75K	3.44M	-588	-1.66%
Jun 30, 2026	STEWARDSHIP ADVISORS, LLC	1.76%	37.7K	3.73M	-14.45K	-27.70%
Jun 30, 2026	UBS GROUP AG	1.88%	40.25K	3.98M	545	+1.37%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.05%	43.97K	4.34M	873	+2.03%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.61%	13.14K	1.3M	4.03K	+44.22%
Mar 31, 2026	UBS GROUP AG	1.85%	39.7K	3.93M	-140	-0.35%
Mar 31, 2026	MILESTONE INVESTMENT ADVISORS LLC	4.53%	97.12K	9.61M	1.33K	+1.39%
Mar 31, 2026	PHOENIX WEALTH ADVISORS	0.64%	13.76K	1.36M	-846	-5.79%
Mar 31, 2026	WALKNER CONDON FINANCIAL ADVISORS LLC	0.78%	16.71K	1.65M	929	+5.89%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.01%	43.1K	4.25M	-23.9K	-35.67%
Mar 31, 2026	STEWARDSHIP ADVISORS, LLC	2.43%	52.15K	5.16M	19.7K	+60.70%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.18%	3.95K	390.75K	-1	-0.03%
Mar 31, 2026	PFG INVESTMENTS, LLC	9.41%	201.75K	19.96M	3.99K	+2.02%
Mar 31, 2026	ALLIANZ SE	11.62%	249K	24.63M	0	0
Mar 31, 2026	CITIGROUP INC	0.12%	2.51K	248.4K	-224	-8.19%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.12%	2.55K	251.78K	-583	-18.64%
Mar 31, 2026	DESTINATION WEALTH MANAGEMENT	2.25%	48.15K	4.76M	644	+1.36%
Mar 31, 2026	MORGAN STANLEY	5.7%	122.21K	12.09M	-13.33K	-9.83%
Mar 31, 2026	LAUREL WEALTH PLANNING LLC	2.09%	44.74K	4.43M	436	+0.98%
Mar 31, 2026	FRAGASSO GROUP INC.	0.12%	2.57K	253.83K	228	+9.73%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.12%	2.65K	261.95K	104	+4.09%
Mar 31, 2026	NATURAL INVESTMENTS, LLC	0.17%	3.61K	357K	-112	-3.01%
Mar 31, 2026	COREPATH WEALTH PARTNERS LLC	0.17%	3.7K	365.71K	229	+6.59%
Mar 31, 2026	BOND & DEVICK FINANCIAL NETWORK, INC.	0.17%	3.73K	369.19K	0	0
Mar 31, 2026	ROUND ROCK ADVISORS, LLC	0.18%	3.76K	372.26K	-40	-1.05%
Mar 31, 2026	CWM, LLC	0.18%	3.84K	380.27K	-14.94K	-79.53%
Mar 31, 2026	AMARA FINANCIAL, LLC.	0.3%	6.47K	640.04K	-476	-6.85%
Mar 31, 2026	JPMORGAN CHASE & CO	0.02%	466	46.08K	-13	-2.71%
Mar 31, 2026	PFS PARTNERS, LLC	0.03%	637	63.02K	54	+9.26%
Mar 31, 2026	AMERITAS INVESTMENT PARTNERS, INC.	0.04%	880	87.06K	4	+0.46%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.06%	1.24K	122.18K	201	+19.38%
Mar 31, 2026	AMERICAN CAPITAL ADVISORY, LLC	0.07%	1.46K	144.33K	0	0
Mar 31, 2026	CLARITY ASSET MANAGEMENT, INC.	0.09%	1.85K	182.92K	-59.21K	-96.97%
Mar 31, 2026	MASCOMA WEALTH MANAGEMENT LLC	0.1%	2K	198.03K	-53	-2.58%
Mar 31, 2026	TOWERPOINT WEALTH, LLC	0.11%	2.2K	217.8K	-4	-0.18%
Mar 31, 2026	ESSEX FINANCIAL SERVICES, INC.	0.11%	2.28K	225.86K	21	+0.93%
Mar 31, 2026	MODERA WEALTH MANAGEMENT, LLC	0.5%	10.64K	1.05M	0	0
Mar 31, 2026	FINANCIAL INSIGHTS, INC.	0.13%	2.72K	268.58K	-101	-3.59%
Mar 31, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.14%	2.96K	292.95K	17	+0.58%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.16%	3.5K	346.04K	-7.55K	-68.35%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.2%	4.26K	421.14K	4.26K	+100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	4.86K	480K	0	0
Mar 31, 2026		0.26%	5.63K	557.04K	-3	-0.05%
Mar 31, 2026	MEZZASALMA ADVISORS, LLC	0.27%	5.69K	563.28K	-101	-1.74%
Mar 31, 2026	WEALTHSHIELD PARTNERS, LLC	0.28%	5.98K	591.37K	195	+3.37%
Mar 31, 2026	ROYAL BANK OF CANADA	0.3%	6.33K	626K	252	+4.15%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.3%	6.53K	646.18K	2.78K	+74.09%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.31%	6.6K	653.1K	2.93K	+79.60%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.33%	7.07K	699.87K	-14.28K	-66.87%
Mar 31, 2026	CRESSET ASSET MANAGEMENT, LLC	0.39%	8.36K	827.41K	8.36K	+100.00%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.16%	3.52K	348.61K	1.23K	+53.35%
Mar 31, 2026	CREATIVE PLANNING	0.17%	3.57K	352.77K	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.71%	36.76K	3.64M	12.3K	+50.31%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.41%	8.75K	865.35K	81	+0.93%
Mar 31, 2026	LGT GROUP FOUNDATION	0.52%	11.15K	1.1M	0	0
Mar 31, 2026	SAX WEALTH ADVISORS, LLC	0.54%	11.48K	1.13M	0	0
Mar 31, 2026	MASON & ASSOCIATES INC	0.6%	12.94K	1.28M	-290	-2.19%
Mar 31, 2026	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.7%	14.98K	1.48M	1.58K	+11.81%
Mar 31, 2026	FIRST AFFIRMATIVE FINANCIAL NETWORK	0.76%	16.26K	1.61M	16.26K	+100.00%
Mar 31, 2026	CERITY PARTNERS LLC	1.65%	35.33K	3.5M	-1K	-2.75%
Mar 31, 2026	LPL FINANCIAL LLC	2.56%	54.98K	5.44M	12.2K	+28.51%
Mar 31, 2026	WCG WEALTH ADVISORS LLC	3.79%	81.18K	8.03M	-1.21K	-1.47%
Mar 31, 2026	CAPITAL ADVANTAGE, INC.	0.41%	8.76K	866.43K	190	+2.22%
Mar 31, 2026	CITADEL ADVISORS LLC	1.19%	25.42K	2.51M	19.58K	+335.41%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.15%	3.13K	308.39K	-330	-9.54%
Dec 31, 2025	MEZZASALMA ADVISORS, LLC	0.27%	5.8K	571.56K	2.37K	+68.95%
Dec 31, 2025	WEALTHSHIELD PARTNERS, LLC	0.27%	5.78K	570.06K	406	+7.55%
Dec 31, 2025	LPL FINANCIAL LLC	2%	42.78K	4.22M	5.25K	+14.00%
Dec 31, 2025	UBS GROUP AG	1.86%	39.84K	3.93M	165	+0.42%
Dec 31, 2025	CERITY PARTNERS LLC	1.69%	36.33K	3.58M	-500	-1.36%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.18%	3.92K	386.32K	0	0
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.12%	2.54K	250.78K	2.54K	+100.00%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	0.12%	2.52K	248.8K	-6.48K	-71.96%
Dec 31, 2025	FRAGASSO GROUP INC.	0.11%	2.34K	231.02K	156	+7.13%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.11%	2.3K	226.53K	2.3K	+100.00%
Dec 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.11%	2.26K	223K	2.26K	+100.00%
Dec 31, 2025	TOWERPOINT WEALTH, LLC	0.1%	2.21K	217.47K	-24	-1.08%
Dec 31, 2025	MASCOMA WEALTH MANAGEMENT LLC	0.1%	2.06K	202.55K	-600	-22.60%
Dec 31, 2025	STEWARDSHIP ADVISORS, LLC	1.52%	32.45K	3.2M	-10.5K	-24.45%
Dec 31, 2025	MILESTONE INVESTMENT ADVISORS LLC	4.47%	95.78K	9.44M	-14.9K	-13.46%
Dec 31, 2025	LAUREL WEALTH PLANNING LLC	2.07%	44.31K	4.37M	2.63K	+6.31%
Dec 31, 2025	SAX WEALTH ADVISORS, LLC	0.54%	11.48K	1.13M	34	+0.30%
Dec 31, 2025	LGT GROUP FOUNDATION	0.52%	11.15K	1.1M	85	+0.77%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.52%	11.05K	1.09M	217	+2.00%
Dec 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.5%	10.64K	1.05M	-224	-2.06%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.43%	9.11K	897.9K	88	+0.98%
Dec 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.41%	8.67K	857.07K	90	+1.05%
Dec 31, 2025	CAPITAL ADVANTAGE, INC.	0.4%	8.57K	844.64K	1.49K	+21.07%
Dec 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.14%	2.94K	290.2K	247	+9.16%
Dec 31, 2025		0.26%	5.63K	557.48K	5.63K	+100.00%
Dec 31, 2025	AMARA FINANCIAL, LLC.	0.32%	6.95K	684.72K	38	+0.55%
Dec 31, 2025	ROYAL BANK OF CANADA	0.28%	6.08K	599K	20	+0.33%
Dec 31, 2025	CITADEL ADVISORS LLC	0.27%	5.84K	575.48K	5.84K	+100.00%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.13%	67K	6.61M	4.05K	+6.44%
Dec 31, 2025	CLARITY ASSET MANAGEMENT, INC.	2.85%	61.06K	6.02M	1.69K	+2.85%
Dec 31, 2025	DESTINATION WEALTH MANAGEMENT	2.22%	47.5K	4.68M	2.8K	+6.27%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.14%	24.46K	2.41M	156	+0.64%
Dec 31, 2025	JANE STREET GROUP, LLC	1%	21.45K	2.11M	21.45K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1%	21.36K	2.11M	-424	-1.95%
Dec 31, 2025	LIVE OAK INVESTMENT PARTNERS	0.16%	3.44K	339.3K	822	+31.37%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.95%	20.31K	1.94M	20.31K	+100.00%
Dec 31, 2025	PHOENIX WEALTH ADVISORS	0.68%	14.61K	1.44M	-1.61K	-9.93%
Dec 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.63%	13.4K	1.33M	-3.56K	-20.98%
Dec 31, 2025	MASON & ASSOCIATES INC	0.62%	13.23K	1.3M	13.23K	+100.00%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.17%	3.68K	362.36K	-3	-0.08%
Dec 31, 2025	CREATIVE PLANNING	0.17%	3.57K	351.52K	0	0
Dec 31, 2025	COREPATH WEALTH PARTNERS LLC	0.16%	3.47K	342.79K	41	+1.19%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.16%	3.45K	1.13M	3.25K	+1,626.50%
Dec 31, 2025	ALLIANZ SE	11.61%	249K	24.55M	249K	+100.00%
Dec 31, 2025	PFG INVESTMENTS, LLC	9.25%	197.77K	19.49M	-14.75K	-6.94%
Dec 31, 2025	MORGAN STANLEY	6.33%	135.54K	13.36M	20.03K	+17.34%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	3.84%	82.39K	8.12M	58.83K	+249.69%
Dec 31, 2025	CWM, LLC	0.88%	18.78K	1.85M	2.7K	+16.79%
Dec 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.74%	15.78K	1.56M	343	+2.22%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	4.86K	479K	-194	-3.84%
Dec 31, 2025	LONGVIEW ASSET MANAGEMENT LLC	0.18%	3.96K	390.65K	3.96K	+100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.18%	3.95K	389.47K	21	+0.53%
Dec 31, 2025	ROUND ROCK ADVISORS, LLC	0.18%	3.8K	374.88K	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.18%	3.75K	369.85K	420	+12.61%
Dec 31, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.17%	3.73K	367.88K	3.73K	+100.00%
Dec 31, 2025	NATURAL INVESTMENTS, LLC	0.17%	3.72K	367K	3.72K	+100.00%
Dec 31, 2025	CITIGROUP INC	0.13%	2.74K	269.64K	-319	-10.45%
Sep 30, 2025	FIRST AFFIRMATIVE FINANCIAL NETWORK	0.78%	16.68K	1.65M	-5.15K	-23.60%
Sep 30, 2025	TOWERPOINT WEALTH, LLC	0.1%	2.23K	220.49K	-290	-11.51%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.18%	3.92K	387.49K	0	0
Sep 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.79%	16.96K	1.68M	-453	-2.60%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.18%	3.93K	388.58K	0	0
Sep 30, 2025	MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.	0%	11	1.09K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	31	3.07K	-300	-90.63%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0%	94	9.29K	0	0
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.01%	150	14.83K	0	0
Sep 30, 2025	ST GERMAIN D J CO INC	0.01%	160	15.82K	-35	-17.95%
Sep 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0.01%	175	17.3K	0	0
Sep 30, 2025	PFS PARTNERS, LLC	0.01%	177	17.48K	52	+41.60%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.02%	365	36.09K	-618	-62.87%
Sep 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.51%	10.86K	1.07M	-202	-1.83%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.13%	24.3K	2.4M	3.85K	+18.84%
Sep 30, 2025	CITIGROUP INC	0.14%	3.05K	301.97K	-15.45K	-83.49%
Sep 30, 2025	ROUND ROCK ADVISORS, LLC	0.18%	3.8K	376.02K	-11	-0.29%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.17%	3.68K	363.75K	-13	-0.35%
Sep 30, 2025	STEWARDSHIP ADVISORS, LLC	2%	42.95K	4.25M	91	+0.21%
Sep 30, 2025	LAUREL WEALTH PLANNING LLC	1.94%	41.68K	4.12M	3.82K	+10.09%
Sep 30, 2025	PFG INVESTMENTS, LLC	9.91%	212.51K	21.01M	15.17K	+7.68%
Sep 30, 2025	UBS GROUP AG	1.85%	39.68K	3.92M	1.32K	+3.45%
Sep 30, 2025	LGT GROUP FOUNDATION	0.52%	11.07K	1.09M	5.55K	+100.58%
Sep 30, 2025	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.22%	4.77K	471.73K	579	+13.81%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.1%	2.1K	207.74K	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	5.05K	499K	-3	-0.06%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.03%	611	60.41K	63	+11.50%
Sep 30, 2025	WEALTHSHIELD PARTNERS, LLC	0.25%	5.38K	531.65K	-2.96K	-35.52%
Sep 30, 2025	ROYAL BANK OF CANADA	0.28%	6.06K	599K	-34	-0.56%
Sep 30, 2025	AMARA FINANCIAL, LLC.	0.32%	6.91K	683.02K	82	+1.20%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0%	6	593	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-64	-100.00%
Sep 30, 2025	SAX WEALTH ADVISORS, LLC	0.53%	11.44K	1.13M	7.94K	+226.97%
Sep 30, 2025	JPMORGAN CHASE & CO	0.02%	454	44.89K	17	+3.89%
Sep 30, 2025	MASCOMA WEALTH MANAGEMENT LLC	0.12%	2.66K	262.49K	0	0
Sep 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.13%	2.7K	266.7K	2.7K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.16%	3.33K	329.45K	757	+29.40%
Sep 30, 2025	MEZZASALMA ADVISORS, LLC	0.16%	3.43K	339.14K	41	+1.21%
Sep 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.72%	15.43K	1.53M	1.62K	+11.75%
Sep 30, 2025	CWM, LLC	0.75%	16.08K	1.59M	2.1K	+15.04%
Sep 30, 2025	LIVE OAK INVESTMENT PARTNERS	0.12%	2.62K	259.05K	2.62K	+100.00%
Sep 30, 2025	COREPATH WEALTH PARTNERS LLC	0.16%	3.43K	338.38K	3.43K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.16%	3.46K	341.86K	379	+12.31%
Sep 30, 2025	WCG WEALTH ADVISORS LLC	1.1%	23.56K	2.33M	-39	-0.17%
Sep 30, 2025	CERITY PARTNERS LLC	1.72%	36.83K	3.64M	-979	-2.59%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.02%	21.78K	2.15M	-7.74K	-26.22%
Sep 30, 2025	CLARITY ASSET MANAGEMENT, INC.	2.77%	59.36K	5.87M	1.69K	+2.92%
Sep 30, 2025	CAPITAL ADVANTAGE, INC.	0.33%	7.08K	699.7K	314	+4.64%
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.4%	8.58K	848.09K	8.58K	+100.00%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0.42%	9K	889.88K	9K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.42%	9.02K	892K	-3.18K	-26.08%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.94%	62.95K	6.21M	2.24K	+3.70%
Sep 30, 2025	MILESTONE INVESTMENT ADVISORS LLC	5.16%	110.69K	10.94M	6.68K	+6.42%
Sep 30, 2025	MORGAN STANLEY	5.39%	115.51K	11.42M	7.94K	+7.38%
Sep 30, 2025	AMERICAN CAPITAL ADVISORY, LLC	0.07%	1.46K	144.26K	0	0
Sep 30, 2025	FRAGASSO GROUP INC.	0.1%	2.19K	215.71K	2.19K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0.17%	3.57K	352.59K	-672	-15.86%
Sep 30, 2025	ALLIANZ INVESTMENT MANAGEMENT U.S. LLC	11.62%	249K	24.62M	0	0
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.04%	872	86.25K	4	+0.46%
Sep 30, 2025	DESTINATION WEALTH MANAGEMENT	2.09%	44.7K	4.42M	731	+1.66%
Sep 30, 2025	LPL FINANCIAL LLC	1.75%	37.53K	3.71M	4.17K	+12.50%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.51%	10.84K	1.07M	1.03K	+10.45%
Sep 30, 2025	PHOENIX WEALTH ADVISORS	0.76%	16.22K	1.6M	-178	-1.09%
Jun 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.56%	11.06K	1.09M	-232	-2.05%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.2%	3.92K	387.06K	3.92K	+100.00%
Jun 30, 2025	CERITY PARTNERS LLC	1.9%	37.81K	3.73M	-679	-1.76%
Jun 30, 2025	AMERICAN CAPITAL ADVISORY, LLC	0.07%	1.46K	144.1K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.2%	3.93K	388.15K	-52	-1.31%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.61%	12.2K	1.21M	7.03K	+135.76%
Jun 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.69%	13.81K	1.36M	3.01K	+27.85%
Jun 30, 2025	ROUND ROCK ADVISORS, LLC	0.19%	3.81K	376.69K	-538	-12.36%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0%	94	9.28K	0	0
Jun 30, 2025	PFS PARTNERS, LLC	0.01%	125	12.37K	1	+0.81%
Jun 30, 2025	JANE STREET GROUP, LLC	0.2%	4.03K	398.32K	-15.73K	-79.60%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.01%	150	14.81K	0	0
Jun 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0.01%	175	17.28K	0	0
Jun 30, 2025	ST GERMAIN D J CO INC	0.01%	195	19.26K	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	331	32.69K	-10.08K	-96.82%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.02%	430	42.47K	0	0
Jun 30, 2025	LGT GROUP FOUNDATION	0.28%	5.52K	544.99K	5.52K	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.03%	548	54.12K	66	+13.69%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.05%	983	97.09K	983	+100.00%
Jun 30, 2025	CREATIVE PLANNING	0.21%	4.24K	418.57K	0	0
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.15%	3.08K	304.1K	-145	-4.50%
Jun 30, 2025	NEWEDGE WEALTH, LLC	0.12%	2.37K	233.36K	0	0
Jun 30, 2025	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.21%	4.19K	414.02K	379	+9.94%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.49%	9.81K	968.9K	1.94K	+24.68%
Jun 30, 2025	MASCOMA WEALTH MANAGEMENT LLC	0.13%	2.66K	262.2K	-700	-20.86%
Jun 30, 2025	FINANCIAL INSIGHTS, INC.	0.14%	2.86K	282.07K	0	0
Jun 30, 2025	MEZZASALMA ADVISORS, LLC	0.17%	3.39K	334.72K	2	+0.06%
Jun 30, 2025	SAX WEALTH ADVISORS, LLC	0.18%	3.5K	345.68K	0	0
Jun 30, 2025	NATURAL INVESTMENTS, LLC	0.18%	3.58K	353K	87	+2.49%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.19%	3.69K	364.64K	91	+2.53%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.32%	6.29K	621K	2.58K	+69.64%
Jun 30, 2025	AMARA FINANCIAL, LLC.	0.34%	6.83K	674.17K	140	+2.09%
Jun 30, 2025	BLUE OAK CAPITAL, LLC	0.45%	9K	888.89K	-189	-2.06%
Jun 30, 2025	TOWERPOINT WEALTH, LLC	0.13%	2.52K	248.88K	232	+10.14%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	2.58K	254.32K	-1.55K	-37.53%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.13%	2.62K	258.57K	-8.86K	-77.18%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.13%	2.65K	261.53K	6	+0.23%
Jun 30, 2025	ROYAL BANK OF CANADA	0.31%	6.09K	602K	308	+5.33%
Jun 30, 2025	CAPITAL ADVANTAGE, INC.	0.34%	6.76K	667.97K	1.18K	+21.11%
Jun 30, 2025	WEALTHSHIELD PARTNERS, LLC	0.42%	8.34K	823.6K	-1.42K	-14.52%
Jun 30, 2025		0.34%	6.83K	674.17K	140	+2.09%
Jun 30, 2025	CWM, LLC	0.7%	13.98K	1.38M	11.63K	+495.15%
Jun 30, 2025	PHOENIX WEALTH ADVISORS	0.82%	16.4K	1.62M	16.4K	+100.00%
Jun 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.87%	17.41K	1.72M	-564	-3.14%
Jun 30, 2025	CITIGROUP INC	0.93%	18.5K	1.83M	13.64K	+280.54%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.03%	20.45K	2.02M	18.78K	+1,128.05%
Jun 30, 2025	WCG WEALTH ADVISORS LLC	1.18%	23.6K	2.33M	23.6K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.48%	29.52K	2.92M	2.12K	+7.73%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	5.05K	499K	412	+8.88%
Jun 30, 2025	LPL FINANCIAL LLC	1.67%	33.36K	3.29M	16.95K	+103.22%
Jun 30, 2025	LAUREL WEALTH PLANNING LLC	1.9%	37.86K	3.74M	-4.58K	-10.79%
Jun 30, 2025	UBS GROUP AG	1.92%	38.36K	3.79M	4.39K	+12.92%
Jun 30, 2025	STEWARDSHIP ADVISORS, LLC	2.15%	42.86K	4.23M	-1.54K	-3.46%
Jun 30, 2025	DESTINATION WEALTH MANAGEMENT	2.21%	43.97K	4.34M	-7.23K	-14.12%
Jun 30, 2025	CLARITY ASSET MANAGEMENT, INC.	2.89%	57.68K	5.7M	9.03K	+18.55%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.05%	60.7K	5.97M	1.26K	+2.11%
Jun 30, 2025	MILESTONE INVESTMENT ADVISORS LLC	5.22%	104.01K	10.27M	35.76K	+52.40%
Jun 30, 2025	MORGAN STANLEY	5.4%	107.57K	10.62B	6.76K	+6.71%
Jun 30, 2025	PFG INVESTMENTS, LLC	9.9%	197.35K	19.49M	80.16K	+68.40%
Jun 30, 2025	ALLIANZ INVESTMENT MANAGEMENT U.S. LLC	12.5%	249K	24.59M	0	0
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.11%	2.1K	207.51K	0	0
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.45%	7.87K	777K	355	+4.73%
Mar 31, 2025	ROYAL BANK OF CANADA	0.33%	5.78K	571K	-8	-0.14%
Mar 31, 2025	CAPITAL ADVANTAGE, INC.	0.32%	5.58K	549.55K	0	0
Mar 31, 2025	LAUREL WEALTH PLANNING LLC	2.44%	42.44K	4.19M	556	+1.33%
Mar 31, 2025	CWM, LLC	0.13%	2.35K	232K	-8	-0.34%
Mar 31, 2025	ALLIANZ INVESTMENT MANAGEMENT U.S. LLC	14.29%	249K	24.55M	0	0
Mar 31, 2025	PFG INVESTMENTS, LLC	6.72%	117.19K	11.57M	56.24K	+92.26%
Mar 31, 2025	MORGAN STANLEY	5.78%	100.8K	9.95M	-29.96K	-22.91%
Mar 31, 2025	UBS GROUP AG	1.95%	33.97K	3.35M	1.37K	+4.21%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.57%	27.4K	2.71M	8.94K	+48.40%
Mar 31, 2025	JANE STREET GROUP, LLC	1.13%	19.77K	1.95M	19.77K	+100.00%
Mar 31, 2025	MILESTONE INVESTMENT ADVISORS LLC	3.92%	68.25K	6.74M	30.01K	+78.46%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.41%	59.44K	5.87M	-16.84K	-22.07%
Mar 31, 2025	DESTINATION WEALTH MANAGEMENT	2.94%	51.2K	5.06M	882	+1.75%
Mar 31, 2025	CLARITY ASSET MANAGEMENT, INC.	2.79%	48.65K	4.8M	7.33K	+17.75%
Mar 31, 2025	WEALTHSHIELD PARTNERS, LLC	0.56%	9.76K	963.41K	50	+0.52%
Mar 31, 2025	LPL FINANCIAL LLC	0.94%	16.42K	1.62M	-22.31K	-57.61%
Mar 31, 2025	JPMORGAN CHASE & CO	0.42%	7.38K	728.38K	5.86K	+386.86%
Mar 31, 2025		0.38%	6.69K	660.25K	1.34K	+25.14%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	5.18K	511K	305	+6.26%
Mar 31, 2025	CITIGROUP INC	0.28%	4.86K	480.12K	47	+0.98%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	4.64K	458K	-412	-8.16%
Mar 31, 2025	ROUND ROCK ADVISORS, LLC	0.25%	4.35K	429.76K	0	0
Mar 31, 2025	CREATIVE PLANNING	0.24%	4.24K	418.5K	389	+10.11%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.24%	4.12K	407.05K	4.12K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.19%	3.22K	318.37K	126	+4.07%
Mar 31, 2025	FINANCIAL INSIGHTS, INC.	0.16%	2.86K	282.03K	2.86K	+100.00%
Mar 31, 2025	LIVE OAK INVESTMENT PARTNERS	0.16%	2.73K	269.09K	-205	-7.00%
Mar 31, 2025	FIRST AFFIRMATIVE FINANCIAL NETWORK	0.78%	13.54K	1.34M	-2.15K	-13.72%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.66%	11.47K	1.13M	11.47K	+100.00%
Mar 31, 2025	MASCOMA WEALTH MANAGEMENT LLC	0.19%	3.36K	331.28K	-685	-16.96%
Mar 31, 2025	NATURAL INVESTMENTS, LLC	0.2%	3.5K	345K	1.06K	+43.59%
Mar 31, 2025	STEWARDSHIP ADVISORS, LLC	2.55%	44.39K	4.38M	4.63K	+11.66%
Mar 31, 2025	US BANCORP \DE\	0.15%	2.62K	258.53K	2.62K	+100.00%
Mar 31, 2025	NEWEDGE WEALTH, LLC	0.14%	2.37K	233.94K	0	0
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.12%	2.1K	207.47K	2.1K	+100.00%
Mar 31, 2025	MEZZASALMA ADVISORS, LLC	0.19%	3.39K	334.47K	-193	-5.39%
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.15%	2.64K	260.9K	-4	-0.15%
Mar 31, 2025	CERITY PARTNERS LLC	2.21%	38.49K	3.8M	7.73K	+25.11%
Mar 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	1.03%	17.98K	1.78M	-3.61K	-16.73%
Mar 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.62%	10.8K	1.07M	1.37K	+14.48%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.6%	10.41K	1.02M	10.41K	+100.00%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.23%	3.98K	392.75K	2.97K	+293.09%
Mar 31, 2025	TOWERPOINT WEALTH, LLC	0.13%	2.29K	225.89K	171	+8.08%
Mar 31, 2025	SAX WEALTH ADVISORS, LLC	0.2%	3.5K	345.63K	0	0
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.45%	7.87K	777K	355	+4.73%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.21%	3.6K	355.6K	0	0
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.21%	3.71K	366K	3.71K	+100.00%
Mar 31, 2025	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.22%	3.81K	376.53K	241	+6.75%
Mar 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.65%	11.29K	1.12M	-149	-1.30%

Frequently Asked Questions