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

Who are the major shareholders selling Freedom 100 Emerging Markets ETF stock?

FIRST HEARTLAND CONSULTANTS, INC., in the last quarter, reduced its stake in FRDM by -14.29% restricting it's holding to 335.22 thousand shares of worth nearly $24.44M. MGO ONE SEVEN LLC also lessened -0.42% of the FRDM shares from its portfolio, reducing its holding to 175.11 thousand shares of worth $12.77M. INTELLIGENCE DRIVEN ADVISERS, LLC also shunned FRDM shares holding by -5.81% last quarter which brought its holding to 216.7 thousand shares worth $15.80M.

Investors who are buying FRDM stock?

As per its latest 13F filing, SWEENEY & MICHEL, LLC increased its stake in FRDM by 117.42% in the last quarter. The institutional holder raised its holding to 161.77 thousand shares having worth more than $10.79M. PROSPERA FINANCIAL SERVICES INC also added 14.9% more shares of FRDM to its portfolio, raising its holding to 169.46 thousand shares of worth $12.35M. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also increased its FRDM shares holding by 47.23% which brought its holding to 280.9 thousand shares worth $20.48M.

FRDM's major insiders: who are they?

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

Did an insider recently sell FRDM stock?

Company executives, directors, and other insiders own N/A percent of Freedom 100 Emerging Markets ETF's stock. Within the last six months, there have been 0 transaction(s) in which FRDM insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased FRDM stock?

There have been 0 transaction(s) during the past 6-months in which Freedom 100 Emerging Markets ETF insiders have bought stock, totalling 0 shares

How much of FRDM does insiders own?

Around 0 Freedom 100 Emerging Markets ETF shares are held by insiders, which represents about N/A of FRDM stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FRDM?

SWEENEY & MICHEL, LLC is the largest institutional owner in FRDM which holds 161.77 thousand shares worth $10.79M or 0.51% of the total FRDM shares outstanding followed by PROSPERA FINANCIAL SERVICES INC with ownership of 169.46 thousand shares representing 0.54% of the FRDM ownership. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is the third largest stakeholder with 280.9 thousand shares or 0.89% of the ownership worth more than $20.48M.

Is Freedom 100 Emerging Markets 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 FRDM is concerned, it is a stock which is optionable.

Is there a short position on FRDM's shares?

Number of FRDM 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 FRDM shares are there?

As of today, null shares of FRDM are outstanding.

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

FRDM 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 FRDM is null.

Freedom 100 Emerging Markets ETF (FRDM) 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. SWEENEY & MICHEL, LLC is the top corporate investor, holding 161.77K shares valued at $10.79M. A 0.51% stake in Freedom 100 Emerging Markets ETF is owned by the company. PROSPERA FINANCIAL SERVICES INC owns 169.46K shares valued at $12.35M, which translates its holding of 0.54% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SWEENEY & MICHEL, LLC	0.51%	161.77K	10.79M	87.37K	+117.42%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.54%	169.46K	12.35M	21.98K	+14.90%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.89%	280.9K	20.48M	90.11K	+47.23%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.93%	294.23K	21.21M	44.76K	+17.94%
Jun 30, 2026	FIRST HEARTLAND CONSULTANTS, INC.	1.06%	335.22K	24.44M	-55.91K	-14.29%
Jun 30, 2026	ROSSBY FINANCIAL, LCC	0.54%	170.47K	12.43M	6.05K	+3.68%
Jun 30, 2026	MGO ONE SEVEN LLC	0.55%	175.11K	12.77M	-742	-0.42%
Jun 30, 2026	BANK JULIUS BAER & CO. LTD, ZURICH	0.66%	208.4K	15.2M	88.9K	+74.39%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.66%	208.52K	15.2M	59.32K	+39.76%
Jun 30, 2026	INTELLIGENCE DRIVEN ADVISERS, LLC	0.68%	216.7K	15.8M	-13.37K	-5.81%
Jun 30, 2026	HIGH NOTE WEALTH, LLC	0.76%	241.14K	17.58M	5.36K	+2.27%
Jun 30, 2026	ADAMSBROWN WEALTH CONSULTANTS LLC	0.76%	242.15K	17.65M	13.52K	+5.91%
Jun 30, 2026	YARDLEY WEALTH MANAGEMENT LLC	0.77%	242.66K	17.69M	-32.86K	-11.93%
Jun 30, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	0.97%	307.9K	22.45M	-5.25K	-1.68%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.02%	323.22K	23.56M	68.38K	+26.83%
Jun 30, 2026	ELLEVEST, INC.	3.17%	1M	73.13M	-32.13K	-3.10%
Jun 30, 2026	LPL FINANCIAL LLC	3.43%	1.09M	79.1M	317.88K	+41.43%
Jun 30, 2026	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	4.94%	1.56M	113.96M	-259.95K	-14.26%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.52%	2.07M	150.6M	120.61K	+6.20%
Jun 30, 2026	RETIREMENT PLANNING GROUP	8.35%	2.64M	192.76M	94.49K	+3.71%
Jun 30, 2026	PEARL PLANNING LLC	0.53%	169.05K	12.32M	-7.22K	-4.09%
Jun 30, 2026	SIGNAL ADVISORS WEALTH, LLC	0.57%	180.08K	13.13M	25.56K	+16.54%
Jun 30, 2026	KOSHINSKI ASSET MANAGEMENT, INC.	0.57%	182.02K	13.27M	21.6K	+13.46%
Jun 30, 2026	LONGVIEW FINANCIAL ADVISORS, INC.	0.58%	184.63K	13.46M	7.16K	+4.04%
Jun 30, 2026	KFG WEALTH MANAGEMENT, LLC	0.62%	194.86K	14.21M	6.4K	+3.39%
Jun 30, 2026	ENZI WEALTH	0.79%	249.5K	16.98M	-44.02K	-15.00%
Jun 30, 2026	COMPASS ION ADVISORS, LLC	0.91%	288.11K	21M	587	+0.20%
Jun 30, 2026	MAYPORT, LLC	0.97%	306.6K	22.35M	10.35K	+3.49%
Jun 30, 2026	GUARDIAN WEALTH ADVISORS, LLC / NC	1.93%	610.23K	44.52M	-744	-0.12%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.55%	808.25K	58.92M	13.79K	+1.74%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	7.55%	2.39M	174.26M	246.08K	+11.48%
Jun 30, 2026	INVST, LLC	0.78%	246.49K	17.97M	-30.22K	-10.92%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.87%	276.84K	20.18M	95.6K	+52.75%
Jun 30, 2026	LEGACY FINANCIAL ADVISORS, INC.	1.25%	394.49K	28.76M	7.78K	+2.01%
Jun 30, 2026	INVESTMENT PLANNING ADVISORS, INC.	1.3%	411.42K	29.99M	-58.89K	-12.52%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	1.09%	343.72K	25.06M	20.33K	+6.29%
Jun 30, 2026	ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC	0.88%	278.89K	20.33M	278.89K	+100.00%
Jun 30, 2026	KATHMERE CAPITAL MANAGEMENT, LLC	1.41%	445.75K	32.49M	-40.12K	-8.26%
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.55%	173.8K	12.67M	-3.15K	-1.78%
Jun 30, 2026	WCG WEALTH ADVISORS LLC	0.62%	197.4K	14.39M	-51.55K	-20.71%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	1.41%	446.03K	32.52M	5.81K	+1.32%
Jun 30, 2026	PERMANENS CAPITAL L.P.	0.69%	219.06K	16.04M	210.41K	+2,434.22%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	1.51%	477.01K	34.77M	34.48K	+7.79%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	1.64%	519.69K	37.89M	115.84K	+28.68%
Jun 30, 2026	COYLE FINANCIAL COUNSEL LLC	1.82%	576.7K	42.04M	-7.15K	-1.22%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.85%	586.33K	42.74M	114.29K	+24.21%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	2.1%	664.03K	48.41M	1.94K	+0.29%
Jun 30, 2026	MORGAN STANLEY	2.33%	737.55K	53.77M	147.19K	+24.93%
Jun 30, 2026	HECK CAPITAL ADVISORS, LLC	1.75%	555.71K	40.58M	-59.12K	-9.62%
Jun 30, 2026	WILLIS JOHNSON & ASSOCIATES, INC.	2.49%	787.2K	57.39M	-71.95K	-8.38%
Jun 30, 2026	TANGLEWOOD WEALTH MANAGEMENT, INC.	2.51%	795.88K	58.02M	5.08K	+0.64%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.44%	139.96K	10.2M	98.12K	+234.47%
Jun 30, 2026	TRUEWEALTH ADVISORS, LLC	0.46%	144.9K	10.56M	4.29K	+3.05%
Jun 30, 2026	LUMBARD & KELLNER, LLC	0.49%	153.64K	11.2M	129	+0.08%
Jun 30, 2026	MEMBERS ADVISORY GROUP LLC	0.49%	156.6K	11.42M	116.78K	+293.22%
Jun 30, 2026	COLONY GROUP, LLC	0.5%	158.68K	11.62M	25.57K	+19.21%
Jun 30, 2026		0.53%	169.05K	12.32M	-7.22K	-4.09%
Mar 31, 2026	KOSHINSKI ASSET MANAGEMENT, INC.	0.51%	160.42K	8.77M	112.51K	+234.82%
Mar 31, 2026	MUHLENKAMP & CO INC	0.75%	236.83K	12.94M	236.83K	+100.00%
Mar 31, 2026	KATHMERE CAPITAL MANAGEMENT, LLC	1.53%	485.87K	26.55M	-21.31K	-4.20%
Mar 31, 2026	COYLE FINANCIAL COUNSEL LLC	1.84%	583.85K	31.91M	3.29K	+0.57%
Mar 31, 2026	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	5.76%	1.82M	99.64M	157.17K	+9.43%
Mar 31, 2026	MGO ONE SEVEN LLC	0.56%	175.85K	9.61M	-41.86K	-19.23%
Mar 31, 2026	MORGAN STANLEY	1.86%	590.37K	32.26M	305.18K	+107.01%
Mar 31, 2026	GUARDIAN WEALTH ADVISORS, LLC / NC	1.93%	610.97K	33.41M	-16.26K	-2.59%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.6%	190.79K	10.43M	132.32K	+226.29%
Mar 31, 2026	HIGH NOTE WEALTH, LLC	0.74%	235.79K	12.89M	9.19K	+4.06%
Mar 31, 2026	FIRST HEARTLAND CONSULTANTS, INC.	1.23%	391.12K	21.37M	34.9K	+9.80%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	1.28%	403.85K	22.07M	-14.6K	-3.49%
Mar 31, 2026	HECK CAPITAL ADVISORS, LLC	1.94%	614.83K	33.65M	394.02K	+178.44%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	2.09%	662.09K	36.18M	-8.06K	-1.20%
Mar 31, 2026	LPL FINANCIAL LLC	2.42%	767.21K	41.93M	344.65K	+81.56%
Mar 31, 2026	TANGLEWOOD WEALTH MANAGEMENT, INC.	2.5%	790.8K	43.22M	-333.36K	-29.65%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.51%	794.46K	43.42M	-11.46K	-1.42%
Mar 31, 2026	WILLIS JOHNSON & ASSOCIATES, INC.	2.71%	859.16K	46.95M	-151.5K	-14.99%
Mar 31, 2026		0.56%	176.26K	9.63M	-7.18K	-3.91%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.56%	176.95K	9.67M	-8.05K	-4.35%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.79%	249.46K	13.34M	112.97K	+82.77%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.8%	254.84K	13.93M	136.43K	+115.22%
Mar 31, 2026	GTS SECURITIES LLC	0.81%	257.84K	14.09M	250.36K	+3,350.68%
Mar 31, 2026	ROSSBY FINANCIAL, LCC	0.52%	164.42K	9.18M	-41.58K	-20.18%
Mar 31, 2026	WATCHMAN GROUP, INC.	0.54%	171.19K	9.36M	-15.14K	-8.12%
Mar 31, 2026	ROYAL BANK OF CANADA	0.55%	174.13K	9.52M	115.88K	+198.91%
Mar 31, 2026	YARDLEY WEALTH MANAGEMENT LLC	0.87%	275.52K	15.06M	-29K	-9.52%
Mar 31, 2026	INVST, LLC	0.87%	276.7K	15.12M	-46.96K	-14.51%
Mar 31, 2026	COMPASS ION ADVISORS, LLC	0.91%	287.52K	15.71M	9.81K	+3.53%
Mar 31, 2026	OLD MISSION CAPITAL LLC	0.92%	290.23K	15.86M	206.35K	+246.01%
Mar 31, 2026	ENZI WEALTH	0.93%	293.51K	16.04M	20.52K	+7.52%
Mar 31, 2026	COMMONWEALTH FINANCIAL SERVICES, LLC	0.93%	293.58K	16.04M	-13.27K	-4.33%
Mar 31, 2026	TABLEAUX LLC	0.42%	133.67K	7.31M	42.93K	+47.31%
Mar 31, 2026	TRUEWEALTH ADVISORS, LLC	0.44%	140.61K	7.68M	-82	-0.06%
Mar 31, 2026	KRILOGY FINANCIAL LLC	0.46%	144.62K	8.93M	144.62K	+100.00%
Mar 31, 2026	STOKES FAMILY OFFICE, LLC	0.46%	146.58K	8.01M	-71.31K	-32.73%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.47%	147.48K	8.06M	115.51K	+361.27%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.47%	149.2K	8.15M	35.74K	+31.50%
Mar 31, 2026	SIGNAL ADVISORS WEALTH, LLC	0.49%	154.52K	8.44M	23.4K	+17.85%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.14%	1.95M	106.3M	364.54K	+23.06%
Mar 31, 2026	MAYPORT, LLC	0.94%	296.25K	16.19M	17.57K	+6.30%
Mar 31, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	0.99%	313.14K	17.11M	37.87K	+13.76%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	6.77%	2.14M	117.19M	643.74K	+42.90%
Mar 31, 2026	ELLEVEST, INC.	3.27%	1.04M	56.58M	-143.23K	-12.15%
Mar 31, 2026	WCG WEALTH ADVISORS LLC	0.79%	248.95K	13.61M	-8.29K	-3.22%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	1.02%	323.39K	17.67M	196.28K	+154.42%
Mar 31, 2026	LEGACY FINANCIAL ADVISORS, INC.	1.22%	386.71K	21.13M	386.71K	+100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	1.39%	440.22K	24.06M	19.21K	+4.56%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.4%	442.53K	24.18M	69.31K	+18.57%
Mar 31, 2026	INTELLIGENCE DRIVEN ADVISERS, LLC	0.73%	230.08K	12.57M	-115.56K	-33.43%
Mar 31, 2026	LONGVIEW FINANCIAL ADVISORS, INC.	0.56%	177.46K	9.7M	5.39K	+3.13%
Mar 31, 2026	INVESTMENT PLANNING ADVISORS, INC.	1.48%	470.31K	25.7M	-88.71K	-15.87%
Mar 31, 2026	RETIREMENT PLANNING GROUP	8.05%	2.55M	139.34M	133.48K	+5.52%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.49%	472.04K	25.8M	355.37K	+304.59%
Mar 31, 2026	ADAMSBROWN WEALTH CONSULTANTS LLC	0.72%	228.64K	12.5M	228.64K	+100.00%
Mar 31, 2026	KFG WEALTH MANAGEMENT, LLC	0.59%	188.46K	10.3M	188.46K	+100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.57%	181.24K	9.9M	114.12K	+170.00%
Dec 31, 2025	TRUEWEALTH ADVISORS, LLC	0.44%	140.69K	7.21M	3.07K	+2.23%
Dec 31, 2025	JANE STREET GROUP, LLC	0.79%	250K	12.82M	250K	+100.00%
Dec 31, 2025	COYLE FINANCIAL COUNSEL LLC	1.83%	580.56K	29.77M	23.9K	+4.29%
Dec 31, 2025	COMPASS ION ADVISORS, LLC	0.88%	277.71K	14.24M	14.06K	+5.33%
Dec 31, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.87%	275.27K	14.11M	7.32K	+2.73%
Dec 31, 2025	ENZI WEALTH	0.86%	272.99K	15M	272.99K	+100.00%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	0.81%	257.24K	13.19M	187.18K	+267.17%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.43%	136.49K	7M	78.49K	+135.32%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.42%	133.24K	6.83M	-4.58K	-3.33%
Dec 31, 2025	HECK CAPITAL ADVISORS, LLC	0.7%	220.81K	11.32M	-15.57K	-6.59%
Dec 31, 2025	HIGH NOTE WEALTH, LLC	0.72%	226.59K	11.62M	14.98K	+7.08%
Dec 31, 2025	COLONY GROUP, LLC	0.41%	131.31K	6.73M	36.11K	+37.93%
Dec 31, 2025	INVESTMENT PLANNING ADVISORS, INC.	1.77%	559.02K	28.66M	54.98K	+10.91%
Dec 31, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	1.6%	507.18K	26M	-10.91K	-2.11%
Dec 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.38%	119.9K	6.15M	9.36K	+8.47%
Dec 31, 2025	TOROSO INVESTMENTS, LLC	0.37%	118.48K	6.07M	45.85K	+63.13%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.37%	116.67K	5.98M	-254.77K	-68.59%
Dec 31, 2025	SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC	0.37%	116.55K	5.98M	-6.65K	-5.40%
Dec 31, 2025	MARINER, LLC	0.34%	107.24K	5.5M	-12.2K	-10.22%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.31%	99.58K	5.11M	8.4K	+9.21%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.3%	95.37K	4.89M	3.17K	+3.44%
Dec 31, 2025	REDHAWK WEALTH ADVISORS, INC.	0.29%	90.6K	4.65M	90.6K	+100.00%
Dec 31, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	3.19%	1.01M	51.82M	5.41K	+0.54%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.54%	805.92K	41.32M	61.95K	+8.33%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	2.12%	670.14K	34.36M	1.92K	+0.29%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.32%	418.45K	21.45M	-9.11K	-2.13%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.18%	373.22K	19.13M	12.23K	+3.39%
Dec 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	1.12%	356.22K	18.26M	-26.8K	-7.00%
Dec 31, 2025	MORGAN STANLEY	0.9%	285.19K	14.62M	38.12K	+15.43%
Dec 31, 2025	INTELLIGENCE DRIVEN ADVISERS, LLC	1.09%	345.64K	17.72M	-60.64K	-14.93%
Dec 31, 2025	MAYPORT, LLC	0.88%	278.69K	14.29M	6.05K	+2.22%
Dec 31, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.36%	114.82K	5.89M	691	+0.61%
Dec 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.32%	101.81K	5.22B	46.9K	+85.41%
Dec 31, 2025	INVST, LLC	1.02%	323.66K	16.59M	-34.8K	-9.71%
Dec 31, 2025	RETIREMENT PLANNING GROUP	7.63%	2.42M	123.88M	15.47K	+0.64%
Dec 31, 2025	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	5.26%	1.67M	85.42M	1.67M	+100.00%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.99%	1.58M	81.04M	120.31K	+8.24%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	4.74%	1.5M	76.93M	127.66K	+9.30%
Dec 31, 2025	ELLEVEST, INC.	3.72%	1.18M	60.42M	5.42K	+0.46%
Dec 31, 2025	TANGLEWOOD WEALTH MANAGEMENT, INC.	3.55%	1.12M	57.64M	8.13K	+0.73%
Dec 31, 2025	SIGNAL ADVISORS WEALTH, LLC	0.41%	131.11K	6.72M	19.07K	+17.02%
Dec 31, 2025	QUARRY HILL ADVISORS, LLC	0.41%	129.28K	6.63M	-3.58K	-2.69%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.4%	127.11K	6.52M	-145.87K	-53.44%
Dec 31, 2025		0.4%	126.69K	6.5M	126.69K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.37%	118.41K	6.07M	47.4K	+66.75%
Dec 31, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.97%	306.86K	15.73M	-4.9K	-1.57%
Dec 31, 2025	YARDLEY WEALTH MANAGEMENT LLC	0.96%	304.51K	15.61M	-23.14K	-7.06%
Dec 31, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	1.98%	627.23K	32.16M	325	+0.05%
Dec 31, 2025	LPL FINANCIAL LLC	1.33%	422.56K	21.66M	122.6K	+40.87%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.33%	421.01K	21.59M	16.92K	+4.19%
Dec 31, 2025	STOKES FAMILY OFFICE, LLC	0.69%	217.89K	11.17M	-964	-0.44%
Dec 31, 2025	MGO ONE SEVEN LLC	0.69%	217.71K	11.16M	98.09K	+82.00%
Dec 31, 2025	ROSSBY FINANCIAL, LCC	0.65%	206.01K	10.56M	2.38K	+1.17%
Dec 31, 2025	WATCHMAN GROUP, INC.	0.59%	186.33K	9.55M	1.16K	+0.63%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.58%	185K	9.48M	2.97K	+1.63%
Dec 31, 2025	LONGVIEW FINANCIAL ADVISORS, INC.	0.54%	172.07K	8.82M	1.24K	+0.73%
Dec 31, 2025	LUMBARD & KELLNER, LLC	0.48%	152.98K	7.84M	-1.46K	-0.95%
Sep 30, 2025	EWG ELEVATE INC.	0.28%	89.4K	3.96M	-4.12K	-4.40%
Sep 30, 2025	INVST, LLC	1.11%	358.46K	15.88M	-13.23K	-3.56%
Sep 30, 2025		0.33%	107.22K	4.75M	2.65K	+2.54%
Sep 30, 2025	HECK CAPITAL ADVISORS, LLC	0.74%	236.38K	10.47M	-13.18K	-5.28%
Sep 30, 2025	COMPASS ION ADVISORS, LLC	0.82%	263.65K	11.68M	263.65K	+100.00%
Sep 30, 2025	FORTITUDE FINANCIAL, LLC	0.33%	105.14K	4.63M	-17.56K	-14.31%
Sep 30, 2025	ISLAY CAPITAL MANAGEMENT, LLC	0.28%	88.96K	3.94M	17.35K	+24.22%
Sep 30, 2025	RETIREMENT PLANNING GROUP	7.47%	2.4M	106.37M	13.91K	+0.58%
Sep 30, 2025	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.23%	74.03K	3.28M	1.73K	+2.39%
Sep 30, 2025	UNITED ADVISOR GROUP, LLC	0.23%	73.89K	3.27M	73.89K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	71.01K	3.15M	-1.12K	-1.55%
Sep 30, 2025	LANSING STREET ADVISORS	0.22%	70.74K	3.13M	33.51K	+90.02%
Sep 30, 2025	SWEENEY & MICHEL, LLC	0.22%	70.51K	3.09M	70.51K	+100.00%
Sep 30, 2025	WCG WEALTH ADVISORS LLC	0.22%	70.06K	3.1M	-104.33K	-59.83%
Sep 30, 2025	1620 INVESTMENT ADVISORS, INC.	0.2%	63.7K	2.82M	1.13K	+1.80%
Sep 30, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.19%	61.91K	2.74M	-322	-0.52%
Sep 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.18%	59.05K	2.62M	-132	-0.22%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.18%	58.49K	2.59M	58.49K	+100.00%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.18%	58K	2.56M	32.61K	+128.39%
Sep 30, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.97%	311.75K	13.81M	52K	+20.02%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.85%	272.98K	12.1M	22.76K	+9.09%
Sep 30, 2025	MAYPORT, LLC	0.85%	272.64K	12.08M	7.25K	+2.73%
Sep 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.83%	267.95K	11.87M	47.87K	+21.75%
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.34%	110.54K	4.9M	15.66K	+16.50%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	4.27%	1.37M	60.83M	108.49K	+8.58%
Sep 30, 2025	TANGLEWOOD WEALTH MANAGEMENT, INC.	3.47%	1.12M	49.45M	8.26K	+0.75%
Sep 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	1.95%	626.91K	27.78M	4.53K	+0.73%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.33%	427.56K	18.95M	30.76K	+7.75%
Sep 30, 2025	INTELLIGENCE DRIVEN ADVISERS, LLC	1.26%	406.28K	18M	-16.34K	-3.87%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.26%	404.1K	17.91M	133.36K	+49.26%
Sep 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	1.19%	383.02K	1.7M	20.84K	+5.75%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.16%	371.45K	16.46M	14.47K	+4.05%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.12%	360.99K	16M	-1.97K	-0.54%
Sep 30, 2025	YARDLEY WEALTH MANAGEMENT LLC	1.02%	327.66K	14.52M	-32.37K	-8.99%
Sep 30, 2025	LPL FINANCIAL LLC	0.93%	299.96K	13.29M	72.86K	+32.08%
Sep 30, 2025	MORGAN STANLEY	0.77%	247.07K	10.95M	107.85K	+77.47%
Sep 30, 2025	STOKES FAMILY OFFICE, LLC	0.68%	218.86K	9.7M	-7.99K	-3.52%
Sep 30, 2025	TABLEAUX LLC	0.58%	186.13K	8.25M	27.33K	+17.21%
Sep 30, 2025	WATCHMAN GROUP, INC.	0.58%	185.17K	8.2M	-5.2K	-2.73%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.57%	182.03K	8.07M	3.82K	+2.14%
Sep 30, 2025	LUMBARD & KELLNER, LLC	0.48%	154.44K	6.84M	135	+0.09%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.43%	137.82K	6.11M	-22.36K	-13.96%
Sep 30, 2025	TRUEWEALTH ADVISORS, LLC	0.43%	137.62K	6.1M	8.89K	+6.91%
Sep 30, 2025	ELLEVEST, INC.	3.65%	1.17M	51.98M	32.05K	+2.81%
Sep 30, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	3.13%	1.01M	44.54M	22.58K	+2.30%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.31%	743.98K	32.97M	289.86K	+63.83%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	2.08%	668.22K	29.61M	10.04K	+1.53%
Sep 30, 2025	COYLE FINANCIAL COUNSEL LLC	1.73%	556.66K	24.67M	33.57K	+6.42%
Sep 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	1.61%	518.09K	22.96M	-1.51K	-0.29%
Sep 30, 2025	INVESTMENT PLANNING ADVISORS, INC.	1.57%	504.05K	22.33M	88.04K	+21.16%
Sep 30, 2025	HIGH NOTE WEALTH, LLC	0.66%	211.62K	9.38M	32.95K	+18.44%
Sep 30, 2025	ROSSBY FINANCIAL, LCC	0.63%	203.63K	9.11M	7.35K	+3.75%
Sep 30, 2025	LONGVIEW FINANCIAL ADVISORS, INC.	0.53%	170.83K	7.57M	130.65K	+325.16%
Sep 30, 2025	QUARRY HILL ADVISORS, LLC	0.41%	132.86K	5.89M	-1.62K	-1.21%
Sep 30, 2025	SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC	0.38%	123.2K	5.46M	4.49K	+3.78%
Sep 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.35%	112.05K	4.96M	26.25K	+30.59%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.33%	104.79K	4.64M	96.85K	+1,219.80%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.28%	91.18K	4.04M	3.48K	+3.96%
Sep 30, 2025	COLONY GROUP, LLC	0.3%	95.2K	4.22M	34.23K	+56.15%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.29%	92.2K	4.09M	2.22K	+2.47%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.54%	1.46M	64.71M	21.95K	+1.53%
Sep 30, 2025	MGO ONE SEVEN LLC	0.37%	119.62K	5.3M	109.01K	+1,027.30%
Sep 30, 2025	MARINER, LLC	0.37%	119.44K	5.29M	-43.87K	-26.86%
Sep 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.35%	114.13K	5.06M	553	+0.49%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	72.13K	2.91M	3.67K	+5.36%
Jun 30, 2025	ROSSBY FINANCIAL, LCC	0.66%	196.28K	7.93M	3.59K	+1.86%
Jun 30, 2025	HECK CAPITAL ADVISORS, LLC	0.84%	249.56K	10.08M	555	+0.22%
Jun 30, 2025	YARDLEY WEALTH MANAGEMENT LLC	1.22%	360.03K	14.55M	-6.01K	-1.64%
Jun 30, 2025	MAYPORT, LLC	0.9%	265.39K	10.72M	16.37K	+6.57%
Jun 30, 2025		0.66%	196.28K	7.93M	3.59K	+1.86%
Jun 30, 2025	TABLEAUX LLC	0.54%	158.8K	6.42M	45.89K	+40.64%
Jun 30, 2025	MORGAN STANLEY	0.47%	139.22K	5.62B	-57.72K	-29.31%
Jun 30, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	3.32%	982.67K	39.7M	41.26K	+4.38%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	4.27%	1.26M	51.08M	879.63K	+228.60%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.86%	1.44M	58.11M	154.26K	+12.01%
Jun 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.74%	220.08K	8.89M	27.37K	+14.20%
Jun 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	1.22%	362.18K	14.63M	362.18K	+100.00%
Jun 30, 2025	COLONY GROUP, LLC	0.21%	60.97K	2.46M	-10.56K	-14.77%
Jun 30, 2025	TANGLEWOOD WEALTH MANAGEMENT, INC.	3.74%	1.11M	44.75M	362.19K	+48.58%
Jun 30, 2025	ELLEVEST, INC.	3.85%	1.14M	46.1M	936.74K	+458.64%
Jun 30, 2025	RETIREMENT PLANNING GROUP	8.06%	2.39M	96.43M	28.26K	+1.20%
Jun 30, 2025	INVST, LLC	1.26%	371.68K	15.02M	371.68K	+100.00%
Jun 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.29%	85.8K	3.47M	31.36K	+57.61%
Jun 30, 2025	SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC	0.4%	118.71K	4.8M	4.83K	+4.24%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.85%	250.23K	10.11M	205.68K	+461.77%
Jun 30, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.88%	259.75K	10.49M	2.17K	+0.84%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	1.34%	396.8K	16.03M	32.39K	+8.89%
Jun 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	1.75%	519.6K	20.99M	4K	+0.78%
Jun 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.32%	94.88K	3.83M	5.13K	+5.72%
Jun 30, 2025	WCG WEALTH ADVISORS LLC	0.59%	174.39K	7.05M	-48.62K	-21.80%
Jun 30, 2025	HIGH NOTE WEALTH, LLC	0.6%	178.67K	7.22M	116.32K	+186.57%
Jun 30, 2025	COYLE FINANCIAL COUNSEL LLC	1.77%	523.09K	21.13M	27.2K	+5.48%
Jun 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	2.1%	622.37K	25.14M	282.45K	+83.09%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.3%	87.71K	3.54M	9.33K	+11.90%
Jun 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.38%	113.58K	4.6M	1.81K	+1.62%
Jun 30, 2025	TRUEWEALTH ADVISORS, LLC	0.43%	128.73K	5.2M	-6.1K	-4.52%
Jun 30, 2025	STOKES FAMILY OFFICE, LLC	0.77%	226.85K	9.16M	-869	-0.38%
Jun 30, 2025	LPL FINANCIAL LLC	0.77%	227.11K	9.18M	45.97K	+25.38%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.91%	270.74K	10.94M	4K	+1.50%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.23%	362.96K	14.66M	-2.75K	-0.75%
Jun 30, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.21%	62.23K	2.51M	502	+0.81%
Jun 30, 2025	1620 INVESTMENT ADVISORS, INC.	0.21%	62.57K	2.53M	2.41K	+4.01%
Jun 30, 2025	ISLAY CAPITAL MANAGEMENT, LLC	0.24%	71.61K	2.89M	3.11K	+4.53%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.24%	72.48K	2.93M	-519.83K	-87.76%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.3%	89.98K	3.64M	72.07K	+402.43%
Jun 30, 2025	EWG ELEVATE INC.	0.32%	93.52K	3.78M	93.52K	+100.00%
Jun 30, 2025	LUMBARD & KELLNER, LLC	0.52%	154.31K	6.23M	76.05K	+97.17%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.54%	160.18K	6.47M	-1.18K	-0.73%
Jun 30, 2025	INVESTMENT PLANNING ADVISORS, INC.	1.4%	416.01K	16.81M	215.53K	+107.51%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.15%	45.53K	1.84M	21.35K	+88.34%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.16%	47.05K	1.9M	8.34K	+21.55%
Jun 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.17%	51.54K	2.08M	21.94K	+74.11%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.19%	55K	2.22M	0	0
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.19%	55.31K	2.24M	40.58K	+275.44%
Jun 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.2%	59.18K	2.39M	-1.4K	-2.31%
Jun 30, 2025	TOROSO INVESTMENTS, LLC	0.21%	60.83K	2.46M	3.05K	+5.29%
Jun 30, 2025	INTELLIGENCE DRIVEN ADVISERS, LLC	1.43%	422.62K	17.07M	87.09K	+25.95%
Jun 30, 2025	MARINER, LLC	0.55%	163.31K	6.6M	-19.12K	-10.48%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.21%	356.98K	14.42M	300.09K	+527.54%
Jun 30, 2025	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.24%	72.3K	2.92M	52.77K	+270.13%
Jun 30, 2025	FORTITUDE FINANCIAL, LLC	0.41%	122.7K	5.09M	122.7K	+100.00%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	2.22%	658.17K	26.59M	314.45K	+91.48%
Jun 30, 2025	QUARRY HILL ADVISORS, LLC	0.45%	134.48K	5.43M	-2.54K	-1.85%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.6%	178.21K	7.2M	-3.16K	-1.74%
Jun 30, 2025	STEPHENS CONSULTING, LLC	0.63%	187.68K	7.58M	23.42K	+14.25%
Jun 30, 2025	WATCHMAN GROUP, INC.	0.64%	190.37K	7.69M	-1.34K	-0.70%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.53%	454.12K	18.35M	64.36K	+16.51%
Mar 31, 2025	WCG WEALTH ADVISORS LLC	0.84%	223.01K	7.82M	-9.92K	-4.26%
Mar 31, 2025	INTELLIGENCE DRIVEN ADVISERS, LLC	1.27%	335.53K	11.76M	-3.25K	-0.96%
Mar 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.34%	89.75K	3.15M	4.67K	+5.48%
Mar 31, 2025		0.43%	112.92K	3.96M	17.85K	+18.78%
Mar 31, 2025	TRUEWEALTH ADVISORS, LLC	0.51%	134.83K	4.73M	910	+0.68%
Mar 31, 2025	QUARRY HILL ADVISORS, LLC	0.52%	137.02K	4.8M	2.7K	+2.01%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.61%	161.36K	5.66M	-23.61K	-12.77%
Mar 31, 2025	STEPHENS CONSULTING, LLC	0.62%	164.27K	5.76M	55.09K	+50.46%
Mar 31, 2025	INVESTMENT PLANNING ADVISORS, INC.	0.76%	200.47K	7.03M	14.4K	+7.74%
Mar 31, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.98%	257.58K	9.03M	526	+0.20%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.39%	365.71K	12.82M	9.35K	+2.62%
Mar 31, 2025	1620 INVESTMENT ADVISORS, INC.	0.23%	60.16K	2.11M	1.96K	+3.37%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	1.38%	364.41K	12.77M	12.55K	+3.57%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.48%	389.76K	13.66M	7.85K	+2.06%
Mar 31, 2025	FRONTIER ASSET MANAGEMENT, LLC	0.31%	80.77K	2.83M	43.82K	+118.57%
Mar 31, 2025	ELLEVEST, INC.	0.77%	204.24K	7.16M	-750.34K	-78.60%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.86%	1.28M	45.01M	-63.65K	-4.72%
Mar 31, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.42%	111.77K	3.92M	2.48K	+2.27%
Mar 31, 2025	TOROSO INVESTMENTS, LLC	0.22%	57.78K	2.03M	12.79K	+28.44%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	1.3%	343.72K	12.05M	30.56K	+9.76%
Mar 31, 2025	HIGH NOTE WEALTH, LLC	0.24%	62.35K	2.19M	38.77K	+164.46%
Mar 31, 2025	CITADEL ADVISORS LLC	0.23%	60.1K	2.11M	-11.87K	-16.50%
Mar 31, 2025	ISLAY CAPITAL MANAGEMENT, LLC	0.26%	68.51K	2.4M	1.56K	+2.32%
Mar 31, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.23%	61.73K	2.16M	4.72K	+8.28%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	68.46K	2.4M	43.54K	+174.65%
Mar 31, 2025	LPL FINANCIAL LLC	0.69%	181.14K	6.35M	23.03K	+14.57%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.69%	181.36K	6.36M	1.04K	+0.57%
Mar 31, 2025	MARINER, LLC	0.69%	182.43K	6.39M	34.31K	+23.16%
Mar 31, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.73%	192.71K	6.75M	4.04K	+2.14%
Mar 31, 2025	MORGAN STANLEY	0.75%	196.94K	6.9M	24.58K	+14.26%
Mar 31, 2025	WATCHMAN GROUP, INC.	0.73%	191.71K	6.72M	-8.27K	-4.14%
Mar 31, 2025	STOKES FAMILY OFFICE, LLC	0.86%	227.72K	7.98M	2.39K	+1.06%
Mar 31, 2025	MAYPORT, LLC	0.94%	249.02K	8.73M	31.6K	+14.53%
Mar 31, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	1.29%	339.92K	11.94M	32.8K	+10.68%
Mar 31, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	3.57%	941.41K	33M	36.15K	+3.99%
Mar 31, 2025	RETIREMENT PLANNING GROUP	8.93%	2.36M	82.67M	243.55K	+11.52%
Mar 31, 2025	COYLE FINANCIAL COUNSEL LLC	1.88%	495.89K	17.38M	36.92K	+8.04%
Mar 31, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	1.95%	515.6K	18.07M	-1.56K	-0.30%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.46%	384.79K	13.49M	60.68K	+18.72%
Mar 31, 2025	TANGLEWOOD WEALTH MANAGEMENT, INC.	2.82%	745.58K	26.13M	167.84K	+29.05%
Mar 31, 2025	COLONY GROUP, LLC	0.27%	71.53K	2.51M	6.06K	+9.26%
Mar 31, 2025	LUMBARD & KELLNER, LLC	0.3%	78.26K	2.74M	28	+0.04%
Mar 31, 2025	SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC	0.43%	113.88K	3.99M	4.01K	+3.65%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	2.24%	592.31K	20.51M	-640.56K	-51.96%
Mar 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.23%	60.58K	2.14M	-461	-0.76%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.3%	78.38K	2.75M	3.9K	+5.24%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.01%	266.74K	9.35M	-4.67K	-1.72%

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