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

Who are the major shareholders selling Vanguard Total World Bond ETF stock?

COMMONWEALTH EQUITY SERVICES, LLC, in the last quarter, reduced its stake in BNDW by -6.99% restricting it's holding to 8.77 thousand shares of worth nearly $602.95K. DESTINY WEALTH PARTNERS, LLC also lessened -0.86% of the BNDW shares from its portfolio, reducing its holding to 22.82 thousand shares of worth $1.57M. STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD also shunned BNDW shares holding by -7.28% last quarter which brought its holding to 5.78 thousand shares worth $397.59K.

Investors who are buying BNDW stock?

As per its latest 13F filing, MORGAN STANLEY increased its stake in BNDW by 2.07% in the last quarter. The institutional holder raised its holding to 2.73 million shares having worth more than $187.42M. also added 100% more shares of BNDW to its portfolio, raising its holding to 436.38 thousand shares of worth $30.00M. ALPHA FINANCIAL ADVISORS, LLC also increased its BNDW shares holding by 3.98% which brought its holding to 5.88 thousand shares worth $404.07K.

BNDW's major insiders: who are they?

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

Did an insider recently sell BNDW stock?

Company executives, directors, and other insiders own N/A percent of Vanguard Total World Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which BNDW insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased BNDW stock?

There have been 0 transaction(s) during the past 6-months in which Vanguard Total World Bond ETF insiders have bought stock, totalling 0 shares

How much of BNDW does insiders own?

Around 0 Vanguard Total World Bond ETF shares are held by insiders, which represents about N/A of BNDW stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in BNDW?

MORGAN STANLEY is the largest institutional owner in BNDW which holds 2.73 million shares worth $187.42M or 12.03% of the total BNDW shares outstanding followed by with ownership of 436.38 thousand shares representing 1.91% of the BNDW ownership. ALPHA FINANCIAL ADVISORS, LLC is the third largest stakeholder with 5.88 thousand shares or 0.03% of the ownership worth more than $404.07K.

Is Vanguard Total World Bond 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 BNDW is concerned, it is a stock which is optionable.

Is there a short position on BNDW's shares?

Number of BNDW 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 BNDW shares are there?

As of today, null shares of BNDW are outstanding.

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

BNDW 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 BNDW is null.

Vanguard Total World Bond ETF (BNDW) 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. MORGAN STANLEY is the top corporate investor, holding 2.73M shares valued at $187.42M. A 12.03% stake in Vanguard Total World Bond ETF is owned by the company. owns 436.38K shares valued at $30.00M, which translates its holding of 1.91% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	MORGAN STANLEY	12.03%	2.73M	187.42M	55.23K	+2.07%
Dec 31, 2025		1.91%	436.38K	30M	436.38K	+100.00%
Dec 31, 2025	ALPHA FINANCIAL ADVISORS, LLC	0.03%	5.88K	404.07K	225	+3.98%
Dec 31, 2025	ARCADIA WEALTH MANAGEMENT, INC.	0.03%	5.93K	407.29K	0	0
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.03%	6.06K	416.29K	627	+11.55%
Dec 31, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.04%	8.15K	560.29K	144	+1.80%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.04%	8.77K	602.95K	-659	-6.99%
Dec 31, 2025	GOULD CAPITAL, LLC	0.04%	8.86K	608.97K	7.31K	+471.55%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.04%	8.94K	614.26K	8.94K	+100.00%
Dec 31, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.05%	12.43K	854.72K	12.43K	+100.00%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	17.01K	1.17M	256	+1.53%
Dec 31, 2025	APELLA CAPITAL, LLC	0.08%	17.93K	1.23M	6	+0.03%
Dec 31, 2025	GEOMETRIC WEALTH ADVISORS	0.08%	17.95K	1.23M	2.08K	+13.11%
Dec 31, 2025	ABLE FINANCIAL GROUP, LLC	0.09%	20.29K	1.39M	20.29K	+100.00%
Dec 31, 2025	DESTINY WEALTH PARTNERS, LLC	0.1%	22.82K	1.57M	-199	-0.86%
Dec 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.1%	23.28K	1.6M	60	+0.26%
Dec 31, 2025	STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD	0.03%	5.78K	397.59K	-454	-7.28%
Dec 31, 2025	SYMMETRY PARTNERS, LLC	0.03%	6.5K	446.47K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	6.98K	479.62K	754	+12.12%
Dec 31, 2025	CITADEL ADVISORS LLC	0.13%	29.7K	2.04M	-25.6K	-46.30%
Dec 31, 2025	CIBC WORLD MARKET INC.	0.14%	32.16K	2.21M	4.85K	+17.75%
Dec 31, 2025	LPL FINANCIAL LLC	0.22%	50.91K	3.5M	14.08K	+38.21%
Dec 31, 2025	JPMORGAN CHASE & CO	0.26%	58.61K	4.03M	58.46K	+38,457.24%
Dec 31, 2025	FIVE PINE WEALTH MANAGEMENT	0.27%	61.68K	4.24M	7.17K	+13.16%
Dec 31, 2025	ALHAMBRA INVESTMENT PARTNERS LLC	0.28%	64.61K	4.44M	11.71K	+22.14%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.31%	69.73K	4.79M	69.73K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.35%	79.53K	5.47M	1.95K	+2.51%
Dec 31, 2025	PROFESSIONAL FINANCIAL ADVISORS, LLC	0.38%	86.45K	5.94M	8.35K	+10.69%
Dec 31, 2025	MARINER, LLC	0.38%	86.06K	5.92M	-2.31K	-2.61%
Dec 31, 2025	STONE POINT WEALTH LLC	0.52%	118.27K	8.13M	19.73K	+20.02%
Dec 31, 2025	APPLIED CAPITAL LLC	0.83%	190.33K	13.08M	13.75K	+7.79%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	1.13%	256.05K	17.6M	62.18K	+32.07%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.02%	3.97K	272.79K	-180	-4.34%
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.02%	4.38K	301.36K	-356	-7.51%
Dec 31, 2025	ASCENT GROUP, LLC	0.02%	5.02K	345.28K	5.02K	+100.00%
Dec 31, 2025	LIDO ADVISORS, LLC	0.02%	5.25K	364.55K	0	0
Dec 31, 2025	LUMINVEST WEALTH MANAGEMENT LLC	0.02%	5.44K	373.75K	-2.19K	-28.68%
Dec 31, 2025	COMMONS CAPITAL, LLC	0.02%	5.64K	387.72K	5.64K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.47%	106.97K	7.35M	52.75K	+97.29%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.03%	234.38K	16.11M	-7.62K	-3.15%
Dec 31, 2025	TWO WEST CAPITAL ADVISORS LLC	1.09%	250.22K	17.2M	14.51K	+6.15%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.04%	9.13K	627.48K	2.18K	+31.39%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.04%	9.43K	648.02K	511	+5.73%
Dec 31, 2025	MOSS ADAMS WEALTH ADVISORS LLC	0.04%	9.84K	676.68K	0	0
Dec 31, 2025	TSA WEALTH MANAGMENT LLC	0.06%	13.21K	907.85K	13.21K	+100.00%
Dec 31, 2025	VALMARK ADVISERS, INC.	0.03%	7.7K	529K	5	+0.07%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.05%	11.79K	810.52K	11.78K	+98,158.33%
Dec 31, 2025	RIK SAYLOR FINANCIAL, INC.	0.05%	12.25K	842.25K	-1.36K	-10.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.06%	13.69K	941.12K	-662	-4.61%
Dec 31, 2025	WAVERLY ADVISORS, LLC	1.34%	303.27K	20.85M	303.27K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.38%	312.05K	21.45M	39.26K	+14.39%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.4%	317.5K	21.83M	-6.78K	-2.09%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	1.99%	451.48K	31.03M	451.48K	+100.00%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.02%	5.68K	390.73K	1.92K	+50.89%
Dec 31, 2025	JANE STREET GROUP, LLC	1.49%	340.08K	23.38M	340.08K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.02%	3.84K	264K	11	+0.29%
Dec 31, 2025	AMERICAN INVESTMENT SERVICES, INC.	0.02%	4.5K	309.13K	43	+0.97%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.02%	4.66K	320.12K	-1.66K	-26.31%
Dec 31, 2025	INSCRIPTION CAPITAL, LLC	0.07%	16.91K	1.16M	12.22K	+260.34%
Dec 31, 2025	SEEDS INVESTOR LLC	0.12%	27.57K	1.9M	-5.78K	-17.34%
Dec 31, 2025	AURELIUS FAMILY OFFICE LLC	1.52%	347.28K	23.91M	12.81K	+3.83%
Dec 31, 2025	BETTERMENT LLC	1.59%	361.42K	24.84M	27.03K	+8.08%
Sep 30, 2025	VIEWPOINT INVESTMENT PARTNERS CORP	0.05%	10.65K	738.23K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.07%	14.35K	999.88K	126	+0.89%
Sep 30, 2025	RIK SAYLOR FINANCIAL, INC.	0.07%	13.62K	948.46K	-895	-6.17%
Sep 30, 2025	MORGAN STANLEY	13.06%	2.67M	186.09M	64.03K	+2.46%
Sep 30, 2025	ROYAL BANK OF CANADA	0.38%	77.58K	5.4M	512	+0.66%
Sep 30, 2025	CREATIVE PLANNING	0.09%	17.78K	1.24M	3.03K	+20.53%
Sep 30, 2025	APPLIED CAPITAL LLC	0.86%	176.57K	12.3M	6.84K	+4.03%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.02%	4.74K	330.21K	0	0
Sep 30, 2025	STONE POINT WEALTH LLC	0.48%	98.54K	6.86M	98.54K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.02%	3.83K	267K	76	+2.03%
Sep 30, 2025	MONEYWISE, INC.	0.02%	3.8K	265.02K	-4.84K	-55.98%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.02%	3.77K	262.45K	3.77K	+100.00%
Sep 30, 2025	WEDMONT PRIVATE CAPITAL	0.02%	3.65K	253.81K	-50	-1.35%
Sep 30, 2025	AEGIS WEALTH MANAGEMENT LLC	0.02%	3.26K	227.03K	3.26K	+100.00%
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.01%	3.05K	212.2K	-18	-0.59%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.01%	3.02K	212.51K	4	+0.13%
Sep 30, 2025	US BANCORP \DE\	0.01%	2.93K	204.27K	124	+4.42%
Sep 30, 2025	KEENER FINANCIAL PLANNING LLC	0.01%	2.92K	203K	-49	-1.65%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.01%	2.9K	202.36K	2.9K	+100.00%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	1.6K	111.46K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.08K	75.17K	1.08K	+100.00%
Sep 30, 2025	CORECAP ADVISORS, LLC	0%	934	65.07K	0	0
Sep 30, 2025	DESTINY WEALTH PARTNERS, LLC	0.11%	23.02K	1.6M	4.42K	+23.77%
Sep 30, 2025	PROFESSIONAL FINANCIAL ADVISORS, LLC	0.38%	78.1K	5.44M	7.57K	+10.73%
Sep 30, 2025	FIVE PINE WEALTH MANAGEMENT	0.27%	54.51K	3.8M	-1.91K	-3.39%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.27%	54.22K	3.78M	-18.68K	-25.63%
Sep 30, 2025	LPL FINANCIAL LLC	0.18%	36.84K	2.57M	-6.67K	-15.34%
Sep 30, 2025	AURELIUS FAMILY OFFICE LLC	1.64%	334.48K	23.3M	11.44K	+3.54%
Sep 30, 2025	MOSS ADAMS WEALTH ADVISORS LLC	0.05%	9.84K	685.77K	9.84K	+100.00%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.03%	5.43K	378.2K	180	+3.43%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.33%	272.79K	19M	7.37K	+2.78%
Sep 30, 2025	CITADEL ADVISORS LLC	0.27%	55.3K	3.85M	34.7K	+168.42%
Sep 30, 2025	CIBC WORLD MARKET INC.	0.13%	27.32K	1.9M	3.12K	+12.90%
Sep 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.11%	23.22K	1.62M	209	+0.91%
Sep 30, 2025	APELLA CAPITAL, LLC	0.09%	17.93K	1.26M	-482	-2.62%
Sep 30, 2025	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	0.14%	28K	1.95M	4.82K	+20.77%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	16.76K	1.17M	22	+0.13%
Sep 30, 2025	GEOMETRIC WEALTH ADVISORS	0.08%	15.87K	1.11M	2.76K	+21.06%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	6.22K	431.64K	-1.04K	-14.34%
Sep 30, 2025	ARCADIA WEALTH MANAGEMENT, INC.	0.03%	5.93K	412.76K	0	0
Sep 30, 2025	LIDO ADVISORS, LLC	0.03%	5.25K	365.87K	0	0
Sep 30, 2025	KURE ADVISORY, LLC	0.02%	4.57K	318.13K	-1.5K	-24.74%
Sep 30, 2025	ALHAMBRA INVESTMENT PARTNERS LLC	0.26%	52.9K	3.69M	5.56K	+11.75%
Sep 30, 2025	BRISTLECONE ADVISORS, LLC	0.04%	9.07K	631.71K	9.07K	+100.00%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.59%	324.28K	22.59M	-7.67K	-2.31%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.95%	193.87K	13.51M	5.96K	+3.17%
Sep 30, 2025	MARINER, LLC	0.43%	88.37K	6.16M	-1.66K	-1.85%
Sep 30, 2025	SEEDS INVESTOR LLC	0.16%	33.36K	2.32M	-11.22K	-25.17%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	9.43K	657K	-338	-3.46%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.03%	6.32K	440.28K	0	0
Sep 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.04%	8.01K	562.29K	1.71K	+27.22%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.04%	7.69K	535.81K	222	+2.97%
Sep 30, 2025	LUMINVEST WEALTH MANAGEMENT LLC	0.04%	7.62K	531.05K	-6.26K	-45.10%
Sep 30, 2025	SYMMETRY PARTNERS, LLC	0.03%	6.5K	452.47K	-163	-2.45%
Sep 30, 2025	STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD	0.03%	6.24K	434.56K	-431	-6.46%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	5.62K	391.51K	-7.3K	-56.49%
Sep 30, 2025	INSCRIPTION CAPITAL, LLC	0.02%	4.69K	326.86K	38	+0.82%
Sep 30, 2025	CHARTER OAK CAPITAL MANAGEMENT, LLC	0.02%	4.55K	316.68K	-104	-2.24%
Sep 30, 2025	AMERICAN INVESTMENT SERVICES, INC.	0.02%	4.45K	310.28K	0	0
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.02%	4.24K	295.09K	22	+0.52%
Sep 30, 2025	BETTERMENT LLC	1.64%	334.39K	23.29M	24.79K	+8.01%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.18%	242K	16.86M	-38.33K	-13.67%
Sep 30, 2025	TWO WEST CAPITAL ADVISORS LLC	1.15%	235.71K	16.55M	13.61K	+6.13%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.04%	8.92K	621.13K	-1.99K	-18.27%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.03%	6.95K	483.98K	601	+9.47%
Sep 30, 2025	ALPHA FINANCIAL ADVISORS, LLC	0.03%	5.65K	393.83K	65	+1.16%
Jun 30, 2025	RIK SAYLOR FINANCIAL, INC.	0.08%	14.51K	1.01M	-433	-2.90%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.03%	6.35K	439.98K	-6	-0.09%
Jun 30, 2025	MONEYWISE, INC.	0.05%	8.64K	599.18K	-4.94K	-36.39%
Jun 30, 2025	MORGAN STANLEY	13.69%	2.61M	180.76B	160.28K	+6.55%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.74%	331.96K	23.01M	-492.77K	-59.75%
Jun 30, 2025	BETTERMENT LLC	1.63%	309.61K	21.47M	289.43K	+1,434.53%
Jun 30, 2025	TWO WEST CAPITAL ADVISORS LLC	1.17%	222.1K	15.31M	34.64K	+18.48%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.99%	187.91K	13.03M	-3.59K	-1.87%
Jun 30, 2025	CIBC WORLD MARKET INC.	0.13%	24.19K	1.68M	24.19K	+100.00%
Jun 30, 2025	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	0.12%	23.19K	1.61M	-8.34K	-26.46%
Jun 30, 2025	CHARTER OAK CAPITAL MANAGEMENT, LLC	0.02%	4.65K	322.38K	-241	-4.93%
Jun 30, 2025	AMERICAN INVESTMENT SERVICES, INC.	0.02%	4.45K	308.8K	-2.08K	-31.79%
Jun 30, 2025	CAPSTONE FINANCIAL ADVISORS, INC.	0.02%	4.4K	305.28K	952	+27.59%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.02%	4.36K	302.3K	4.36K	+100.00%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.02%	4.21K	292.14K	0	0
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.02%	4.09K	284K	46	+1.14%
Jun 30, 2025	WEDMONT PRIVATE CAPITAL	0.02%	3.7K	254.99K	41	+1.12%
Jun 30, 2025	APPLIED CAPITAL LLC	0.89%	169.74K	11.77M	8.5K	+5.27%
Jun 30, 2025	GEOMETRIC WEALTH ADVISORS	0.07%	13.11K	908.75K	4.29K	+48.58%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	12.92K	895.61K	6.09K	+89.08%
Jun 30, 2025	JENTNER CORP	0.07%	12.72K	881.53K	663	+5.50%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.06%	10.91K	756.3K	-445	-3.92%
Jun 30, 2025	MARINER, LLC	0.47%	90.03K	6.24M	7.7K	+9.35%
Jun 30, 2025	ROYAL BANK OF CANADA	0.4%	77.07K	5.34M	-1.81K	-2.29%
Jun 30, 2025	PROFESSIONAL FINANCIAL ADVISORS, LLC	0.37%	70.53K	4.89M	2.88K	+4.26%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.11%	21.45K	1.49M	-97	-0.45%
Jun 30, 2025	DESTINY WEALTH PARTNERS, LLC	0.1%	18.6K	1.29M	1.18K	+6.77%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	16.73K	1.15M	-563	-3.25%
Jun 30, 2025		0.03%	5.93K	410.78K	-170	-2.79%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.07%	14.23K	986.36K	2.15K	+17.84%
Jun 30, 2025	KINGS PATH PARTNERS LLC	0.04%	8.09K	561.02K	-4.3K	-34.71%
Jun 30, 2025	VALMARK ADVISERS, INC.	0.04%	7.47K	517.83K	-1.33K	-15.10%
Jun 30, 2025	KURE ADVISORY, LLC	0.03%	6.07K	420.69K	-10.49K	-63.35%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.02%	4.7K	326K	-13.99K	-74.87%
Jun 30, 2025	INSCRIPTION CAPITAL, LLC	0.02%	4.65K	322.65K	-3.74K	-44.58%
Jun 30, 2025	AURELIUS FAMILY OFFICE LLC	1.7%	323.04K	22.4M	3.5K	+1.09%
Jun 30, 2025	FIVE PINE WEALTH MANAGEMENT	0.3%	56.43K	3.91M	4.71K	+9.10%
Jun 30, 2025	LUMINVEST WEALTH MANAGEMENT LLC	0.07%	13.88K	962.62K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	7.27K	503.67K	2.65K	+57.25%
Jun 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.03%	6.29K	436.35K	1.12K	+21.53%
Jun 30, 2025	ARCADIA WEALTH MANAGEMENT, INC.	0.03%	5.93K	410.78K	-170	-2.79%
Jun 30, 2025	ALPHA FINANCIAL ADVISORS, LLC	0.03%	5.59K	387.44K	166	+3.06%
Jun 30, 2025	OPES WEALTH MANAGEMENT LLC	0.04%	6.99K	484.62K	800	+12.92%
Jun 30, 2025	STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD	0.04%	6.67K	462.36K	0	0
Jun 30, 2025	ALHAMBRA INVESTMENT PARTNERS LLC	0.25%	47.34K	3.28M	3.55K	+8.12%
Jun 30, 2025	SEEDS INVESTOR LLC	0.23%	44.57K	3.09M	12.26K	+37.93%
Jun 30, 2025	LPL FINANCIAL LLC	0.23%	43.51K	3.02M	1.33K	+3.15%
Jun 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.12%	23.01K	1.6M	39	+0.17%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.02%	4.74K	328.62K	-5	-0.11%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.47%	280.34K	19.44M	-7.73K	-2.68%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.38%	72.91K	5.05M	12.13K	+19.96%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.26%	49.06K	3.4M	49.06K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.11%	20.6K	1.43B	9.99K	+94.21%
Jun 30, 2025	APELLA CAPITAL, LLC	0.1%	18.41K	1.27M	-133	-0.72%
Jun 30, 2025	CREATIVE PLANNING	0.08%	14.75K	1.02M	-29	-0.20%
Jun 30, 2025	VIEWPOINT INVESTMENT PARTNERS CORP	0.06%	10.65K	738.22K	1.05K	+10.92%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	9.77K	677K	71	+0.73%
Jun 30, 2025	SYMMETRY PARTNERS, LLC	0.04%	6.66K	461.6K	-10.98K	-62.26%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.03%	6.32K	438.17M	6.32K	+100.00%
Jun 30, 2025	LIDO ADVISORS, LLC	0.03%	5.25K	364.12K	0	0
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.03%	5.25K	363.91K	158	+3.10%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.39%	265.42K	18.4M	85.44K	+47.47%
Mar 31, 2025	VIEWPOINT INVESTMENT PARTNERS CORP	0.06%	9.6K	660.58K	9.6K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.24%	42.18K	2.9M	433	+1.04%
Mar 31, 2025	CREATIVE PLANNING	0.09%	14.78K	1.02M	1.6K	+12.13%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	1.1%	191.5K	13.18M	-3K	-1.54%
Mar 31, 2025	APELLA CAPITAL, LLC	0.11%	18.54K	1.27M	-1.11K	-5.63%
Mar 31, 2025	SYMMETRY PARTNERS, LLC	0.1%	17.64K	1.21M	-96	-0.54%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	17.3K	1.19M	-108.8K	-86.28%
Mar 31, 2025	KURE ADVISORY, LLC	0.1%	16.56K	1.14M	16.56K	+100.00%
Mar 31, 2025		0.08%	13.88K	955.4K	0	0
Mar 31, 2025	VALMARK ADVISERS, INC.	0.05%	8.8K	605.32K	2.63K	+42.69%
Mar 31, 2025	HRT FINANCIAL LP	0.05%	8.74K	601K	8.74K	+100.00%
Mar 31, 2025	KINGS PATH PARTNERS LLC	0.07%	12.39K	852.83K	-2.78K	-18.34%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	9.7K	667K	-1.21K	-11.08%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.06%	10.5K	722.44K	0	0
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.07%	12.07K	830.74K	80	+0.67%
Mar 31, 2025	JENTNER CORP	0.07%	12.05K	829.3K	-1.34K	-10.01%
Mar 31, 2025	17 CAPITAL PARTNERS, LLC	0.07%	11.38K	783.2K	1.82K	+19.05%
Mar 31, 2025	DESTINY WEALTH PARTNERS, LLC	0.1%	17.42K	1.2M	4.22K	+31.98%
Mar 31, 2025	PROFESSIONAL FINANCIAL ADVISORS, LLC	0.39%	67.64K	4.65M	6.02K	+9.77%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.07%	11.35K	781.27K	1.15K	+11.26%
Mar 31, 2025	CITADEL ADVISORS LLC	0.06%	10.61K	729.94K	10.61K	+100.00%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.11%	18.69K	1.3M	-28.58K	-60.47%
Mar 31, 2025	VISIONARY WEALTH ADVISORS	0.17%	29.75K	2.05M	-161	-0.54%
Mar 31, 2025	GEOMETRIC WEALTH ADVISORS	0.05%	8.82K	607.06K	8.82K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.19%	32.13K	2.21M	32.13K	+100.00%
Mar 31, 2025	MONEYWISE, INC.	0.08%	13.59K	934.87K	-3.97K	-22.61%
Mar 31, 2025	VANDERPOL INVESTMENTS L.L.C.	0.1%	17.61K	1.21M	-1.1K	-5.88%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.35%	60.77K	4.18M	-9.15K	-13.08%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.66%	288.07K	19.82M	-26.7K	-8.48%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	4.76%	824.72K	56.75M	687.87K	+502.63%
Mar 31, 2025	MORGAN STANLEY	14.11%	2.45M	168.37M	69.57K	+2.93%
Mar 31, 2025	SAGE FINANCIAL GROUP INC	0.04%	6.8K	467.77K	91	+1.36%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	6.83K	470.11K	6.83K	+100.00%
Mar 31, 2025	INSCRIPTION CAPITAL, LLC	0.05%	8.4K	576.13K	8.4K	+100.00%
Mar 31, 2025	NAPATREE CAPITAL LLC	0.09%	15.13K	1.04M	1.44K	+10.53%
Mar 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.13%	22.97K	1.58M	-763	-3.21%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.04%	179.99K	12.38M	12.2K	+7.27%
Mar 31, 2025	APPLIED CAPITAL LLC	0.93%	161.23K	11.09M	89.86K	+125.90%
Mar 31, 2025	MARINER, LLC	0.47%	82.33K	5.66M	1.22K	+1.50%
Mar 31, 2025	ROYAL BANK OF CANADA	0.45%	78.88K	5.43M	1.94K	+2.51%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.2%	33.89K	2.33M	33.89K	+100.00%
Mar 31, 2025	SEEDS INVESTOR LLC	0.19%	32.31K	2.22M	23.72K	+276.14%
Mar 31, 2025	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	0.18%	31.53K	2.17M	5.7K	+22.07%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.12%	21.55K	1.48M	4.15K	+23.82%
Mar 31, 2025	BETTERMENT LLC	0.12%	20.18K	1.39M	-12.75K	-38.72%
Mar 31, 2025	ALHAMBRA INVESTMENT PARTNERS LLC	0.25%	43.78K	3.01M	2.16K	+5.18%
Mar 31, 2025	TWO WEST CAPITAL ADVISORS LLC	1.08%	187.46K	12.78M	11.23K	+6.37%
Mar 31, 2024	APPLIED CAPITAL LLC	0.52%	59.02K	4.05M	8.22K	+16.19%
Mar 31, 2024	CITADEL ADVISORS LLC	0.16%	18.15K	1.25M	12.48K	+220.06%
Mar 31, 2024	VANDERPOL INVESTMENTS L.L.C.	0.16%	18.34K	1.26M	13.87K	+309.97%
Mar 31, 2024	MARINER, LLC	0.8%	90.63K	6.22M	28.25K	+45.28%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.86%	97.74K	6.71M	52.72K	+117.12%
Mar 31, 2024	ROYAL BANK OF CANADA	0.97%	112.4K	7.71M	2.21K	+2.01%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.63%	188.24K	12.92M	-40.41K	-17.67%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.09%	9.93K	681.53K	834	+9.17%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	10.4K	714K	10.4K	+100.00%
Mar 31, 2024	CREATIVE PLANNING	0.09%	10.78K	739.76K	280	+2.67%
Mar 31, 2024	LPL FINANCIAL LLC	0.1%	11.01K	755.48K	2.89K	+35.64%
Mar 31, 2024	DESTINY WEALTH PARTNERS, LLC	0.1%	10.84K	743.38K	-10.92K	-50.18%
Mar 31, 2024	FFT WEALTH MANAGEMENT LLC	0.1%	11.75K	806.36K	-1	-0.01%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.13%	14.99K	1.03M	1.32K	+9.66%
Mar 31, 2024	CREATIVEONE WEALTH, LLC	0.15%	16.6K	1.14M	16.6K	+100.00%
Mar 31, 2024	ALHAMBRA INVESTMENT PARTNERS LLC	0.09%	9.93K	681.21K	277	+2.87%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.09%	9.73K	667.72K	9.73K	+100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	0.08%	9.54K	654.4K	-1.13K	-10.55%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.08%	9.2K	631.35K	-965	-9.49%
Mar 31, 2024	OPES WEALTH MANAGEMENT LLC	0.07%	8.47K	580.78K	3.55K	+72.23%
Mar 31, 2024	INSCRIPTION CAPITAL, LLC	0.07%	8.4K	576.13K	-4.68K	-35.77%
Mar 31, 2024	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.07%	8.37K	574.06K	904	+12.11%
Mar 31, 2024	CHARTER OAK CAPITAL MANAGEMENT, LLC	0.07%	8.34K	572.28K	-3.77K	-31.14%
Mar 31, 2024	LIDO ADVISORS, LLC	0.07%	8.17K	560.2K	-1.44K	-14.97%
Mar 31, 2024	JENTNER CORP	0.07%	7.86K	539.41K	-535	-6.37%
Mar 31, 2024	AMERICAN INVESTMENT SERVICES, INC.	0.07%	7.65K	524.59K	117	+1.55%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.07%	7.41K	508.4K	385	+5.48%
Mar 31, 2024	NAPATREE CAPITAL LLC	0.06%	7.22K	485.02K	2.11K	+41.31%
Mar 31, 2024	FORTIS CAPITAL ADVISORS, LLC	0.06%	6.5K	446.1K	-5.46K	-45.63%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.06%	6.43K	441K	2.47K	+62.41%
Mar 31, 2024	STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD	0.05%	5.77K	386.35K	754	+15.03%
Mar 31, 2024	SAGE FINANCIAL GROUP INC	0.05%	5.77K	395.74K	31	+0.54%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	5.16K	353.69K	5.16K	+100.00%
Mar 31, 2024	ALPHA FINANCIAL ADVISORS, LLC	0.04%	4.9K	336.07K	-1.1K	-18.30%
Mar 31, 2024	ACORN WEALTH ADVISORS, LLC	0.04%	4.8K	329.12K	-174	-3.50%
Mar 31, 2024	MAYPORT, LLC	0.04%	4.05K	277.6K	4.05K	+100.00%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.03%	4.03K	276.79K	80	+2.02%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	3.32K	228K	124	+3.88%
Mar 31, 2024	CAPSTONE FINANCIAL ADVISORS, INC.	0.03%	3.32K	227.7K	16	+0.48%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	2.14%	247.2K	16.96M	6.14K	+2.55%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	2.1%	237.91K	16.32M	-29.74K	-11.11%
Mar 31, 2024	HERITAGE WEALTH ADVISORS	1.69%	190.92K	20.76M	190.92K	+100.00%
Mar 31, 2024	KURE ADVISORY, LLC	0.71%	80.81K	5.54M	3.02K	+3.89%
Mar 31, 2024	MONEYWISE, INC.	0.68%	77.23K	5.3M	-49.63K	-39.12%
Mar 31, 2024	APELLA CAPITAL, LLC	0.19%	22K	1.5M	-3.66K	-14.26%
Mar 31, 2024	SAGEVIEW ADVISORY GROUP, LLC	0.17%	19.82K	948.97K	10.79K	+119.52%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.09%	10.25K	702.93K	1.63K	+18.98%
Mar 31, 2024	OCTAVIA WEALTH ADVISORS, LLC	0.6%	67.51K	4.63M	-49.11K	-42.11%
Mar 31, 2024	PROFESSIONAL FINANCIAL ADVISORS, LLC	0.5%	56.25K	3.86M	20.11K	+55.64%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.47%	52.82K	3.62M	11.18K	+26.85%
Mar 31, 2024	MORGAN STANLEY	0.4%	46.21K	3.17M	1.6K	+3.58%
Mar 31, 2024	RETIREMENT CAPITAL STRATEGIES	0.4%	45.07K	3.09M	45.07K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.36%	41.11K	2.82M	5.55K	+15.60%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.35%	40.21K	2.76M	26.67K	+196.91%
Mar 31, 2024	49 WEALTH MANAGEMENT, LLC	0.34%	38.61K	2.63M	3.49K	+9.93%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.34%	39.36K	2.7M	28.75K	+271.01%
Mar 31, 2024	VISIONARY WEALTH ADVISORS	0.27%	30.78K	2.11M	-29.2K	-48.69%
Mar 31, 2024	PERIGON WEALTH MANAGEMENT, LLC	0.23%	26.51K	1.82M	859	+3.35%
Mar 31, 2024	SIMPLICITY WEALTH,LLC	0.22%	25.39K	1.74M	25.39K	+100.00%
Mar 31, 2024	BLEAKLEY FINANCIAL GROUP, LLC	0.22%	25.39K	1.74M	-1.89K	-6.92%
Mar 31, 2024	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	0.21%	23.61K	1.62M	-32.89K	-58.21%
Mar 31, 2024	BELPOINTE ASSET MANAGEMENT LLC	0.06%	6.5K	446.1K	-5.46K	-45.63%
Dec 31, 2023	ROYAL BANK OF CANADA	1%	110.19K	7.63M	-3.37K	-2.97%
Dec 31, 2023		0.07%	7.29K	505K	7.29K	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.07%	228.65K	15.82M	339	+0.15%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	2.18%	241.06K	16.68M	-29.43K	-10.88%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	2.42%	267.65K	18.52M	-34.03K	-11.28%
Dec 31, 2023	VANGUARD GROUP INC	0.06%	6.4K	443.14K	41	+0.64%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.06%	7.03K	486.22K	-205	-2.84%
Dec 31, 2023	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.07%	7.46K	515.47K	7.46K	+100.00%
Dec 31, 2023	AMERICAN INVESTMENT SERVICES, INC.	0.07%	7.53K	521.08K	3.12K	+70.65%
Dec 31, 2023	LPL FINANCIAL LLC	0.07%	8.12K	561.87K	-620	-7.10%
Dec 31, 2023	JENTNER CORP	0.08%	8.4K	581.16K	8.4K	+100.00%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.08%	8.61K	595.96K	-70.32K	-89.09%
Dec 31, 2023	SAGEVIEW ADVISORY GROUP, LLC	0.08%	9.03K	619.89K	-1.45K	-13.82%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.08%	9.1K	629.76K	-3.95K	-30.29%
Dec 31, 2023	LIDO ADVISORS, LLC	0.09%	9.6K	664.62K	-1.37K	-12.46%
Dec 31, 2023	ALHAMBRA INVESTMENT PARTNERS LLC	0.09%	9.65K	668.02K	99	+1.04%
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0.09%	10.17K	703.66K	-2.1K	-17.09%
Dec 31, 2023	CREATIVE PLANNING	0.09%	10.5K	726.85K	348	+3.43%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.1%	10.61K	734K	3.11K	+41.54%
Dec 31, 2023	JANE STREET GROUP, LLC	0.1%	10.66K	737.99K	-36.5K	-77.39%
Dec 31, 2023	FFT WEALTH MANAGEMENT LLC	0.11%	11.75K	813.41K	0	0
Dec 31, 2023	FORTIS CAPITAL ADVISORS, LLC	0.11%	11.96K	827.61K	-9.15K	-43.34%
Dec 31, 2023	BELPOINTE ASSET MANAGEMENT LLC	0.11%	11.96K	827.61K	-9.15K	-43.34%
Dec 31, 2023	CHARTER OAK CAPITAL MANAGEMENT, LLC	0.11%	12.11K	838.34K	-11.99K	-49.74%
Dec 31, 2023	INSCRIPTION CAPITAL, LLC	0.12%	13.07K	904.87K	84	+0.65%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.12%	13.54K	937.22K	-1.56K	-10.32%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.12%	13.67K	945.75K	387	+2.91%
Dec 31, 2023	JPMORGAN CHASE & CO	0.17%	19.3K	1.34M	18.82K	+3,847.65%
Dec 31, 2023	DESTINY WEALTH PARTNERS, LLC	0.2%	21.75K	1.49M	-3.5K	-13.86%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.23%	24.96K	1.73M	448	+1.83%
Dec 31, 2023	ADVISORNET FINANCIAL, INC	0.23%	25.4K	1.76M	1.16K	+4.79%
Dec 31, 2023	PERIGON WEALTH MANAGEMENT, LLC	0.23%	25.65K	1.78M	888	+3.59%
Dec 31, 2023	APELLA CAPITAL, LLC	0.23%	25.66K	1.76M	17.45K	+212.48%
Dec 31, 2023	SIMPLICITY SOLUTIONS, LLC	0.25%	27.28K	1.89M	27.28K	+100.00%
Dec 31, 2023	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	0.65%	71.94K	4.98M	71.94K	+100.00%
Dec 31, 2023	BLEAKLEY FINANCIAL GROUP, LLC	0.25%	27.28K	1.89M	27.28K	+100.00%
Dec 31, 2023	MARINER, LLC	0.56%	62.38K	4.32M	7.95K	+14.61%
Dec 31, 2023	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	0.51%	56.5K	3.91M	44.92K	+387.91%
Dec 31, 2023	APPLIED CAPITAL LLC	0.46%	50.79K	3.52M	-140	-0.27%
Dec 31, 2023	MONEYWISE, INC.	1.15%	126.86K	8.78M	-5.78K	-4.35%
Dec 31, 2023	OCTAVIA WEALTH ADVISORS, LLC	1.05%	116.62K	8.07M	2.1K	+1.84%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.41%	45.02K	3.12M	-16.86K	-27.24%
Dec 31, 2023	BAYSTATE WEALTH MANAGEMENT LLC	0.4%	44.77K	3.1M	-16.98K	-27.50%
Dec 31, 2023	MORGAN STANLEY	0.4%	44.62K	3.09M	18.43K	+70.38%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.38%	41.64K	2.88M	-14.51K	-25.84%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.38%	41.53K	600K	41.53K	+100.00%
Dec 31, 2023	PROFESSIONAL FINANCIAL ADVISORS, LLC	0.33%	36.14K	2.5M	1.17K	+3.34%
Dec 31, 2023	VISIONARY WEALTH ADVISORS	0.54%	59.98K	4.15M	-2.45K	-3.92%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.32%	35.56K	2.46M	268	+0.76%

Frequently Asked Questions