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

Who are the major shareholders selling Alpha Architect 1-3 Month Box ETF stock?

CLIENT FIRST INVESTMENT MANAGEMENT LLC, in the last quarter, reduced its stake in BOXX by -62.1% restricting it's holding to 154.2 thousand shares of worth nearly $18.06M. COMPASS ION ADVISORS, LLC also lessened -11.67% of the BOXX shares from its portfolio, reducing its holding to 186.06 thousand shares of worth $21.79M. ETHOS FINANCIAL GROUP, LLC also shunned BOXX shares holding by -45.11% last quarter which brought its holding to 222.04 thousand shares worth $26.11M.

Investors who are buying BOXX stock?

As per its latest 13F filing, AMPLIUS WEALTH ADVISORS, LLC increased its stake in BOXX by 7.47% in the last quarter. The institutional holder raised its holding to 227.85 thousand shares having worth more than $26.68M. BRAVIAS CAPITAL GROUP, LLC also added 3.28% more shares of BOXX to its portfolio, raising its holding to 230.37 thousand shares of worth $26.97M. AQR CAPITAL MANAGEMENT LLC also increased its BOXX shares holding by 133.42% which brought its holding to 244.87 thousand shares worth $28.67M.

BOXX's major insiders: who are they?

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

Did an insider recently sell BOXX stock?

Company executives, directors, and other insiders own N/A percent of Alpha Architect 1-3 Month Box ETF's stock. Within the last six months, there have been 0 transaction(s) in which BOXX insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased BOXX stock?

There have been 0 transaction(s) during the past 6-months in which Alpha Architect 1-3 Month Box ETF insiders have bought stock, totalling 0 shares

How much of BOXX does insiders own?

Around 0 Alpha Architect 1-3 Month Box ETF shares are held by insiders, which represents about N/A of BOXX stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in BOXX?

CLIENT FIRST INVESTMENT MANAGEMENT LLC is the largest institutional owner in BOXX which holds 154.2 thousand shares worth $18.06M or 0.14% of the total BOXX shares outstanding followed by COMPASS ION ADVISORS, LLC with ownership of 186.06 thousand shares representing 0.17% of the BOXX ownership. ETHOS FINANCIAL GROUP, LLC is the third largest stakeholder with 222.04 thousand shares or 0.2% of the ownership worth more than $26.11M.

Is Alpha Architect 1-3 Month Box 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 BOXX is concerned, it is a stock which is not optionable.

Is there a short position on BOXX's shares?

Number of BOXX 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 BOXX shares are there?

As of today, null shares of BOXX are outstanding.

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

BOXX 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 BOXX is null.

Alpha Architect 1-3 Month Box ETF (BOXX) 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

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. CLIENT FIRST INVESTMENT MANAGEMENT LLC is the top corporate investor, holding 154.2K shares valued at $18.06M. A 0.14% stake in Alpha Architect 1-3 Month Box ETF is owned by the company. COMPASS ION ADVISORS, LLC owns 186.06K shares valued at $21.79M, which translates its holding of 0.17% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CLIENT FIRST INVESTMENT MANAGEMENT LLC	0.14%	154.2K	18.06M	-252.67K	-62.10%
Jun 30, 2026	COMPASS ION ADVISORS, LLC	0.17%	186.06K	21.79M	-24.57K	-11.67%
Jun 30, 2026	ETHOS FINANCIAL GROUP, LLC	0.2%	222.04K	26.11M	-182.51K	-45.11%
Jun 30, 2026	AMPLIUS WEALTH ADVISORS, LLC	0.21%	227.85K	26.68M	15.84K	+7.47%
Jun 30, 2026	BRAVIAS CAPITAL GROUP, LLC	0.21%	230.37K	26.97M	7.33K	+3.28%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	0.23%	244.87K	28.67M	139.97K	+133.42%
Jun 30, 2026	PINION INVESTMENT ADVISORS, LLC	0.23%	248.51K	29.1M	114.49K	+85.43%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.36%	393.33K	46.06M	20.32K	+5.45%
Jun 30, 2026	OLD MISSION CAPITAL LLC	0.13%	138.15K	16.18M	77.05K	+126.10%
Jun 30, 2026	ALLEN CAPITAL GROUP, LLC	0.13%	135.83K	15.9M	3.9K	+2.96%
Jun 30, 2026	IHT WEALTH MANAGEMENT, LLC	0.09%	98.92K	11.58M	-4.6K	-4.44%
Jun 30, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.09%	100.32K	11.75M	-9.37K	-8.54%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.64%	695K	81.38M	93.61K	+15.57%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.53%	570.95K	66.85M	111.71K	+24.33%
Jun 30, 2026	MCMILL WEALTH MANAGEMENT	0.85%	917.63K	7.84M	917.63K	+100.00%
Jun 30, 2026	TITLEIST ASSET MANAGEMENT, LLC	0.19%	206.41K	24.17M	-90	-0.04%
Jun 30, 2026	AVONDALE WEALTH MANAGEMENT	0.18%	195.04K	22.84M	131.61K	+207.48%
Jun 30, 2026	CASTELLAN GROUP	0.16%	174.99K	20.49M	-2.49K	-1.40%
Jun 30, 2026	WELL DONE, LLC	0.13%	141.92K	16.62M	20.4K	+16.78%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.1%	106.19K	12.43M	-8.18K	-7.15%
Jun 30, 2026	TEAMWORK FINANCIAL ADVISORS, LLC	0.1%	105.67K	12.37M	19.57K	+22.74%
Jun 30, 2026	LONGVIEW FINANCIAL ADVISORS, INC.	0.09%	94.75K	11.09M	13.82K	+17.07%
Jun 30, 2026	INNOVA WEALTH PARTNERS	0.08%	90.88K	10.64M	9.71K	+11.96%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.08%	85.69K	10.03M	9.06K	+11.83%
Jun 30, 2026	WEAVER CONSULTING GROUP	0.08%	84.76K	9.92M	-10.28K	-10.82%
Jun 30, 2026	BEACON FINANCIAL GROUP	0.08%	83.82K	9.81M	14.76K	+21.38%
Jun 30, 2026	ALMANACK INVESTMENT PARTNERS, LLC.	0.08%	83K	9.72M	70.41K	+559.35%
Jun 30, 2026	FISCHER INVESTMENT STRATEGIES, LLC	0.09%	97.55K	11.42M	8.59K	+9.66%
Jun 30, 2026	ARETE WEALTH ADVISORS, LLC	0.09%	98.41K	11.52M	-23.08K	-19.00%
Jun 30, 2026	LIFEWORKS ADVISORS, LLC	0.1%	104.65K	12.25M	68.34K	+188.23%
Jun 30, 2026	KATHMERE CAPITAL MANAGEMENT, LLC	0.09%	100.34K	11.75M	-90.78K	-47.50%
Jun 30, 2026		0.11%	123.71K	14.58M	1.93K	+1.58%
Jun 30, 2026	STRATOS WEALTH ADVISORS, LLC	0.13%	139.13K	16.29M	41.96K	+43.18%
Jun 30, 2026	SPAHN WEALTH & RETIREMENT LLC	0.13%	142.92K	16.73M	142.92K	+100.00%
Jun 30, 2026	ALTIORA FINANCIAL GROUP, LLC	0.11%	113.97K	13.34M	19K	+20.00%
Jun 30, 2026	GRADIENT INVESTMENTS LLC	0.11%	117.05K	13.71M	27.17K	+30.22%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.28%	1.38M	162.44M	-22.61K	-1.61%
Jun 30, 2026	EMPOWERED FUNDS, LLC	0.85%	923.08K	108.08M	-35.95K	-3.75%
Jun 30, 2026	INVESTMENT PLANNING ADVISORS, INC.	0.15%	160.62K	18.81M	160.62K	+100.00%
Jun 30, 2026	PENNINGTON PARTNERS & CO., LLC	0.33%	356.59K	41.75M	-72.1K	-16.82%
Jun 30, 2026	ADAR1 CAPITAL MANAGEMENT, LLC	0.31%	337.13K	39.47M	0	0
Jun 30, 2026	PETERSON WEALTH ADVISORS, LLC	0.15%	167.47K	19.61M	1.56K	+0.94%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.25%	265.73K	31.11M	263.02K	+9,727.18%
Jun 30, 2026	WHITCOMB & HESS, INC.	0.25%	273.05K	31.97M	-7.54K	-2.69%
Jun 30, 2026	ASPECT PARTNERS, LLC	0.07%	79.44K	9.3M	-37.74K	-32.20%
Jun 30, 2026	MUTUAL ADVISORS, LLC	0.09%	100.79K	11.8M	14.83K	+17.25%
Jun 30, 2026	COLONY GROUP, LLC	0.09%	101.06K	11.83M	85.64K	+555.20%
Jun 30, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.1%	103.17K	12.08M	6.73K	+6.98%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.27%	296.91K	34.77M	111.06K	+59.76%
Jun 30, 2026	OPUS CAPITAL GROUP, LLC	0.28%	305.97K	35.83M	21.7K	+7.63%
Jun 30, 2026	JPMORGAN CHASE & CO	0.28%	306.99K	35.95M	299.09K	+3,789.36%
Jun 30, 2026	INSIGHT ADVISORS, LLC/ PA	0.3%	324.82K	38.03M	-12.85K	-3.81%
Jun 30, 2026	TRUE WEALTH DESIGN, LLC	0.45%	486.13K	56.92M	-10.9K	-2.19%
Jun 30, 2026	MARINER, LLC	0.42%	455.75K	53.36M	173.02K	+61.20%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.1%	103.63K	12.13M	-8.04K	-7.20%
Jun 30, 2026	TORTOISE INVESTMENT MANAGEMENT, LLC	0.14%	152.41K	17.85M	7.59K	+5.24%
Jun 30, 2026	SUMMIT WEALTH & RETIREMENT PLANNING, INC.	0.14%	153.5K	17.97M	7.01K	+4.79%
Mar 31, 2026	LONGVIEW FINANCIAL ADVISORS, INC.	0.09%	80.93K	9.41M	6.18K	+8.26%
Mar 31, 2026	MARINER, LLC	0.26%	282.73K	32.88M	-101.65K	-26.44%
Mar 31, 2026	OPUS CAPITAL GROUP, LLC	0.26%	284.27K	33.06M	18.65K	+7.02%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.29%	311.72K	36.25M	311.72K	+100.00%
Mar 31, 2026	INSIGHT ADVISORS, LLC/ PA	0.31%	337.67K	39.27M	19.9K	+6.26%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.34%	373.01K	43.38M	32.06K	+9.40%
Mar 31, 2026	ETHOS FINANCIAL GROUP, LLC	0.37%	404.55K	47.04M	86.61K	+27.24%
Mar 31, 2026	CLIENT FIRST INVESTMENT MANAGEMENT LLC	0.38%	406.87K	47.31M	267.11K	+191.12%
Mar 31, 2026	PENNINGTON PARTNERS & CO., LLC	0.4%	428.69K	49.85M	19.32K	+4.72%
Mar 31, 2026	EMPOWERED FUNDS, LLC	0.89%	959.03K	111.53M	667.21K	+228.64%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.09%	85.97K	10M	748	+0.88%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.15%	157.19K	18.28M	74.47K	+90.02%
Mar 31, 2026	SUNBELT SECURITIES, INC.	0.15%	165.05K	19.19M	-6.64K	-3.87%
Mar 31, 2026	PETERSON WEALTH ADVISORS, LLC	0.15%	165.91K	19.29M	23.58K	+16.57%
Mar 31, 2026	CASTELLAN GROUP	0.16%	177.48K	20.64M	81.41K	+84.73%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.17%	185.85K	21.61M	44.9K	+31.85%
Mar 31, 2026	KATHMERE CAPITAL MANAGEMENT, LLC	0.18%	191.12K	22.23M	6.58K	+3.57%
Mar 31, 2026	CWM, LLC	0.18%	196.3K	22.83M	-28.28K	-12.59%
Mar 31, 2026	TITLEIST ASSET MANAGEMENT, LLC	0.19%	206.5K	24.01M	-94	-0.05%
Mar 31, 2026	COMPASS ION ADVISORS, LLC	0.19%	210.63K	24.49M	4.01K	+1.94%
Mar 31, 2026	AMPLIUS WEALTH ADVISORS, LLC	0.2%	212.01K	24.65M	20.18K	+10.52%
Mar 31, 2026	ALLEN CAPITAL GROUP, LLC	0.12%	131.93K	15.34M	28.3K	+27.31%
Mar 31, 2026	CYNOSURE GROUP, LLC	0.21%	222.14K	25.83M	-85.46K	-27.78%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.42%	459.24K	53.4M	-41.71K	-8.33%
Mar 31, 2026	TRUE WEALTH DESIGN, LLC	0.46%	497.03K	57.8M	20.75K	+4.36%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.56%	601.39K	69.94M	-4.58K	-0.76%
Mar 31, 2026	ADAR1 CAPITAL MANAGEMENT, LLC	0.31%	337.13K	39.2M	0	0
Mar 31, 2026	FERGUSON SHAPIRO LLC	0.09%	84.11K	9.78M	-4.32K	-4.89%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.3%	1.41M	163.49M	-1.01M	-41.84%
Mar 31, 2026	TEAMWORK FINANCIAL ADVISORS, LLC	0.09%	86.09K	10.01M	8.34K	+10.73%
Mar 31, 2026	STOKES FAMILY OFFICE, LLC	0.08%	90.18K	10.49M	-17.66K	-16.38%
Mar 31, 2026		0.09%	98.41K	11.44M	98.41K	+100.00%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0.1%	103.51K	12.04M	-11.66K	-10.12%
Mar 31, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.1%	109.68K	12.75M	69.82K	+175.16%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.11%	114.36K	13.29M	4.6K	+4.19%
Mar 31, 2026	PRIVATE ADVISORY GROUP LLC	0.07%	67.93K	7.9M	-39.23K	-36.61%
Mar 31, 2026	BEACON FINANCIAL GROUP	0.08%	69.06K	8.03M	37.81K	+121.03%
Mar 31, 2026	ADVISORSHARES INVESTMENTS LLC	0.08%	70K	8.14M	70K	+100.00%
Mar 31, 2026	MATHER GROUP, LLC.	0.08%	71.14K	8.27M	68.74K	+2,871.43%
Mar 31, 2026	NWAM LLC	0.08%	71.75K	8.34M	-239	-0.33%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.08%	76.63K	8.91M	11.23K	+17.18%
Mar 31, 2026	ABLE WEALTH MANAGEMENT LLC	0.08%	77.67K	9.03M	34.16K	+78.51%
Mar 31, 2026	ASPECT PARTNERS, LLC	0.11%	117.18K	13.63M	14.03K	+13.60%
Mar 31, 2026	ARETE WEALTH ADVISORS, LLC	0.11%	121.49K	14.12M	13.42K	+12.41%
Mar 31, 2026	WELL DONE, LLC	0.11%	121.52K	14.13M	94.07K	+342.71%
Mar 31, 2026	PINION INVESTMENT ADVISORS, LLC	0.12%	134.01K	15.58M	6.26K	+4.90%
Mar 31, 2026	TORTOISE INVESTMENT MANAGEMENT, LLC	0.13%	144.82K	16.84M	19.48K	+15.54%
Mar 31, 2026	AVISO FINANCIAL INC.	0.21%	222.23K	25.84M	222.23K	+100.00%
Mar 31, 2026	GRADIENT INVESTMENTS LLC	0.1%	89.89K	10.45M	20.59K	+29.72%
Mar 31, 2026	ALTIORA FINANCIAL GROUP, LLC	0.09%	94.98K	11.04M	37.33K	+64.76%
Mar 31, 2026	WEAVER CONSULTING GROUP	0.09%	95.04K	11.05M	27.25K	+40.20%
Mar 31, 2026	BRAVIAS CAPITAL GROUP, LLC	0.21%	223.04K	25.94M	-6.49K	-2.83%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.1%	111.67K	12.99M	80.87K	+262.50%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.1%	104.91K	12.2M	20.26K	+23.93%
Mar 31, 2026	STRATOS WEALTH ADVISORS, LLC	0.09%	97.17K	11.3M	94.87K	+4,119.28%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.09%	96.44K	11.21M	-311	-0.32%
Mar 31, 2026	BLUEFIN CAPITAL MANAGEMENT, LLC	0.08%	90K	10.47M	90K	+100.00%
Mar 31, 2026	SUMMIT WEALTH & RETIREMENT PLANNING, INC.	0.14%	146.49K	17.04M	1.14K	+0.79%
Mar 31, 2026	WHITCOMB & HESS, INC.	0.26%	280.58K	32.63M	28.4K	+11.26%
Mar 31, 2026	INNOVA WEALTH PARTNERS	0.09%	81.17K	9.44M	12.63K	+18.43%
Dec 31, 2025	TEAMWORK FINANCIAL ADVISORS, LLC	0.1%	77.75K	8.95M	75.38K	+3,182.06%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.1%	82.72K	9.52M	-18.68K	-18.42%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.1%	84.65K	9.74M	13.98K	+19.77%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.07%	59.61K	6.86M	3.68K	+6.57%
Dec 31, 2025	BLACK SWIFT GROUP, LLC	0.07%	60.03K	6.91M	3.02K	+5.30%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.11%	85.22K	9.81M	-4.6K	-5.12%
Dec 31, 2025	FERGUSON SHAPIRO LLC	0.11%	88.44K	10.18M	-12.64K	-12.50%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.11%	96.75K	11.14M	23.38K	+31.87%
Dec 31, 2025	CASTELLAN GROUP	0.12%	96.08K	11.06M	87.58K	+1,030.31%
Dec 31, 2025	ALLEN CAPITAL GROUP, LLC	0.12%	103.63K	11.93M	14.24K	+15.93%
Dec 31, 2025	ARETE WEALTH ADVISORS, LLC	0.13%	108.07K	12.44M	-2.5K	-2.26%
Dec 31, 2025	ALTIORA FINANCIAL GROUP, LLC	0.07%	57.65K	6.63M	57.65K	+100.00%
Dec 31, 2025	FORTRESS PRIVATE LEDGER, LLC	0.07%	56.12K	6.46M	23.73K	+73.26%
Dec 31, 2025	COMPASS ION ADVISORS, LLC	0.26%	206.62K	23.78M	-932	-0.45%
Dec 31, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.24%	206.6K	23.78M	0	0
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.17%	140.96K	16.22M	19.73K	+16.28%
Dec 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.24%	191.83K	22.08M	13.61K	+7.64%
Dec 31, 2025	CWM, LLC	0.26%	224.57K	25.85M	-17.34K	-7.17%
Dec 31, 2025	BRAVIAS CAPITAL GROUP, LLC	0.28%	229.53K	26.42M	-4.8K	-2.05%
Dec 31, 2025	WHITCOMB & HESS, INC.	0.31%	252.18K	29.07M	24.05K	+10.54%
Dec 31, 2025	OPUS CAPITAL GROUP, LLC	0.33%	265.62K	30.57M	66.46K	+33.37%
Dec 31, 2025	ASPECT PARTNERS, LLC	0.13%	103.16K	11.87M	1.54K	+1.51%
Dec 31, 2025	ROYAL BANK OF CANADA	0.13%	109.4K	12.59M	86.21K	+371.81%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.13%	109.77K	12.63M	89.71K	+447.40%
Dec 31, 2025	PRIVATE ADVISORY GROUP LLC	0.13%	107.15K	12.33M	104.91K	+4,679.22%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.14%	115.17K	13.27M	21.14K	+22.49%
Dec 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.15%	125.34K	14.43M	-11.12K	-8.15%
Dec 31, 2025	PINION INVESTMENT ADVISORS, LLC	0.16%	127.76K	14.7M	27.51K	+27.44%
Dec 31, 2025	CLIENT FIRST INVESTMENT MANAGEMENT LLC	0.16%	139.76K	16.09M	-24.46K	-14.89%
Dec 31, 2025	QUARRY HILL ADVISORS, LLC	0.06%	50.6K	5.82M	6.77K	+15.44%
Dec 31, 2025	MARINER, LLC	0.45%	384.37K	44.24M	67.73K	+21.39%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.59%	500.95K	57.66M	16.07K	+3.31%
Dec 31, 2025	TRUE WEALTH DESIGN, LLC	0.59%	476.29K	54.82M	16.92K	+3.68%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3%	2.42M	278.46M	653.37K	+37.02%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.36%	291.82K	33.59M	76.3K	+35.40%
Dec 31, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.23%	184.54K	21.24M	-52.25K	-22.06%
Dec 31, 2025	SUMMIT WEALTH & RETIREMENT PLANNING, INC.	0.18%	145.35K	16.73M	7.39K	+5.36%
Dec 31, 2025	PETERSON WEALTH ADVISORS, LLC	0.18%	142.32K	16.38M	2.9K	+2.08%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.06%	52.12K	6M	4.56K	+9.59%
Dec 31, 2025	ASTRA WEALTH PARTNERS LLC	0.06%	51.88K	5.97M	21.17K	+68.94%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.06%	53.92K	6.21M	2.96K	+5.81%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.06%	48.12K	5.54M	-5.11K	-9.60%
Dec 31, 2025	APEIRON RIA LLC	0.06%	45.81K	5.29M	27.7K	+152.87%
Dec 31, 2025	BXM WEALTH LLC	0.37%	294.67K	3.25M	287.17K	+3,831.51%
Dec 31, 2025	INSIGHT ADVISORS, LLC/ PA	0.37%	317.78K	36.58M	1.05K	+0.33%
Dec 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.37%	317.94K	36.6M	13.4K	+4.40%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.4%	340.95K	39.24M	84.21K	+32.80%
Dec 31, 2025		0.27%	230.79K	26.56M	230.79K	+100.00%
Dec 31, 2025	STOKES FAMILY OFFICE, LLC	0.13%	107.84K	12.41M	-5.54K	-4.89%
Dec 31, 2025	SUNBELT SECURITIES, INC.	0.21%	171.69K	19.76M	-12.71K	-6.89%
Dec 31, 2025	JAIN GLOBAL LLC	0.21%	181.46K	20.89M	181.46K	+100.00%
Dec 31, 2025	CYNOSURE GROUP, LLC	0.36%	307.6K	35.4M	307.6K	+100.00%
Dec 31, 2025	ADAR1 CAPITAL MANAGEMENT, LLC	0.42%	337.13K	38.8M	0	0
Dec 31, 2025	PENNINGTON PARTNERS & CO., LLC	0.48%	409.36K	47.12M	169.97K	+71.00%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.75%	605.97K	69.75M	1.22K	+0.20%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	65.36K	7.52M	6.76K	+11.53%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.08%	65.4K	7.53M	20.61K	+46.01%
Dec 31, 2025	WEAVER CONSULTING GROUP	0.08%	67.79K	7.8M	-11.77K	-14.79%
Dec 31, 2025	INNOVA WEALTH PARTNERS	0.08%	68.54K	7.89M	-1.79K	-2.54%
Dec 31, 2025	GRADIENT INVESTMENTS LLC	0.09%	69.3K	7.98M	20.36K	+41.61%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	73.35K	8.44M	18.02K	+32.56%
Dec 31, 2025	NWAM LLC	0.09%	71.98K	8.31M	-258	-0.36%
Dec 31, 2025	LONGVIEW FINANCIAL ADVISORS, INC.	0.09%	74.75K	8.6M	5.89K	+8.56%
Sep 30, 2025	NAPA WEALTH MANAGEMENT	0.1%	67.59K	7.7M	11.03K	+19.51%
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	0.16%	110.57K	12.59M	5.34K	+5.07%
Sep 30, 2025	COMPASS ION ADVISORS, LLC	0.29%	207.55K	23.63M	-17.02K	-7.58%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.08%	55.93K	6.37M	-1.8K	-3.11%
Sep 30, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.29%	206.6K	23.52M	-25	-0.01%
Sep 30, 2025	STOKES FAMILY OFFICE, LLC	0.16%	113.38K	12.91M	10.69K	+10.41%
Sep 30, 2025	ALLEN CAPITAL GROUP, LLC	0.13%	89.4K	10.18M	18.43K	+25.97%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	50.95K	5.8M	7.69K	+17.78%
Sep 30, 2025	OPUS CAPITAL GROUP, LLC	0.28%	199.16K	22.68M	15.97K	+8.72%
Sep 30, 2025	NWAM LLC	0.1%	72.24K	8.24M	1.51K	+2.13%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.07%	47.56K	5.42M	6.01K	+14.46%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.07%	46.5K	5.29M	-1.49K	-3.10%
Sep 30, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.06%	45.74K	5.21M	17.76K	+63.49%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.06%	44.79K	5.1M	44.79K	+100.00%
Sep 30, 2025	QUARRY HILL ADVISORS, LLC	0.06%	43.83K	4.99M	-750	-1.68%
Sep 30, 2025	LIFEWORKS ADVISORS, LLC	0.06%	43.23K	4.92M	-49.53K	-53.40%
Sep 30, 2025	GOALVEST ADVISORY LLC	0.06%	42.48K	4.84M	-799	-1.85%
Sep 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.06%	39.65K	4.51M	-5.41K	-12.01%
Sep 30, 2025	HB WEALTH MANAGEMENT, LLC	0.05%	35.75K	4.07M	35.75K	+100.00%
Sep 30, 2025	BEACON FINANCIAL GROUP	0.05%	34.8K	3.96M	1.03K	+3.04%
Sep 30, 2025	ADAR1 CAPITAL MANAGEMENT, LLC	0.48%	337.13K	38.39M	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.14%	101.4K	11.55M	64.15K	+172.24%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0.26%	184.4K	21M	125.4K	+212.54%
Sep 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.25%	178.22K	20.29M	6.11K	+3.55%
Sep 30, 2025	PINION INVESTMENT ADVISORS, LLC	0.14%	100.25K	11.44M	16.65K	+19.91%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	58.6K	6.67M	34.03K	+138.50%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.68%	484.88K	55.21M	8.58K	+1.80%
Sep 30, 2025	CLIENT FIRST INVESTMENT MANAGEMENT LLC	0.23%	164.21K	18.7M	-73.91K	-31.04%
Sep 30, 2025	PETERSON WEALTH ADVISORS, LLC	0.2%	139.42K	15.88M	125.95K	+934.67%
Sep 30, 2025	AVONDALE WEALTH MANAGEMENT	0.11%	77.06K	8.77M	19.43K	+33.71%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.1%	73.37K	8.35M	7.07K	+10.66%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.1%	70.67K	8.05M	8.32K	+13.34%
Sep 30, 2025	EPACRIA CAPITAL PARTNERS, LLC	0.08%	57.57K	6.55M	744	+1.31%
Sep 30, 2025	SUMMIT WEALTH & RETIREMENT PLANNING, INC.	0.19%	137.96K	15.71M	2.52K	+1.86%
Sep 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.19%	136.46K	15.54M	-2.38K	-1.71%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.17%	121.23K	13.8M	55.96K	+85.75%
Sep 30, 2025	ASPECT PARTNERS, LLC	0.14%	101.62K	11.57M	6.53K	+6.86%
Sep 30, 2025	HBK SORCE ADVISORY LLC	0.14%	100.32K	11.43M	100.32K	+100.00%
Sep 30, 2025	FISCHER INVESTMENT STRATEGIES, LLC	0.12%	82.62K	9.41M	5.23K	+6.75%
Sep 30, 2025	WEAVER CONSULTING GROUP	0.11%	79.56K	9.06M	-2.05K	-2.51%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.85%	604.75K	68.86M	2.34K	+0.39%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	49.03K	5.57M	3.73K	+8.23%
Sep 30, 2025	GRADIENT INVESTMENTS LLC	0.07%	48.93K	5.57M	16.7K	+51.81%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.49%	1.76M	201.03M	85.07K	+5.06%
Sep 30, 2025	TRUE WEALTH DESIGN, LLC	0.65%	459.36K	52.3M	87.99K	+23.69%
Sep 30, 2025	INSIGHT ADVISORS, LLC/ PA	0.45%	316.72K	36.07M	-10.66K	-3.26%
Sep 30, 2025	MARINER, LLC	0.45%	316.64K	36.05M	122.28K	+62.91%
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.43%	304.54K	34.67M	33.14K	+12.21%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.36%	256.74K	29.23M	203.63K	+383.36%
Sep 30, 2025	CWM, LLC	0.34%	241.91K	27.54M	17.12K	+7.62%
Sep 30, 2025	PENNINGTON PARTNERS & CO., LLC	0.34%	239.4K	27.26M	-2.67K	-1.10%
Sep 30, 2025	BRAVIAS CAPITAL GROUP, LLC	0.33%	234.32K	26.68M	-24.6K	-9.50%
Sep 30, 2025	WHITCOMB & HESS, INC.	0.32%	228.13K	25.97M	13.99K	+6.53%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.3%	215.52K	24.54M	-215.37K	-49.98%
Sep 30, 2025	FERGUSON SHAPIRO LLC	0.14%	101.08K	11.51M	17.28K	+20.62%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.13%	95.51K	10.87M	45.79K	+92.11%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.13%	94.03K	10.72M	2.54K	+2.78%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.13%	89.82K	10.25M	26.95K	+42.88%
Sep 30, 2025	LONGVIEW FINANCIAL ADVISORS, INC.	0.1%	68.86K	7.84M	59.95K	+673.26%
Sep 30, 2025	BLACK SWIFT GROUP, LLC	0.08%	57.01K	6.49M	19.77K	+53.07%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	55.34K	6.3M	-3.51K	-5.96%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.08%	53.22K	6.06M	3.94K	+8.00%
Sep 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.33%	236.79K	26.96M	176.32K	+291.58%
Sep 30, 2025	INNOVA WEALTH PARTNERS	0.1%	70.32K	8.01M	3.05K	+4.54%
Jun 30, 2025	PINION INVESTMENT ADVISORS, LLC	0.13%	83.6K	9.42M	-65.98K	-44.11%
Jun 30, 2025	FERGUSON SHAPIRO LLC	0.13%	83.8K	9.44M	-1.91K	-2.22%
Jun 30, 2025	STOKES FAMILY OFFICE, LLC	0.16%	102.69K	11.57M	-22.43K	-17.92%
Jun 30, 2025	SUMMIT WEALTH & RETIREMENT PLANNING, INC.	0.21%	135.44K	15.26M	4.96K	+3.80%
Jun 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.21%	138.84K	15.64M	13.36K	+10.64%
Jun 30, 2025	MARINER, LLC	0.3%	194.37K	21.9M	5.77K	+3.06%
Jun 30, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.32%	206.62K	23.28M	206.62K	+100.00%
Jun 30, 2025	TRUE WEALTH DESIGN, LLC	0.57%	371.37K	41.85M	-201.34K	-35.16%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.57%	1.68M	189.3M	65.65K	+4.07%
Jun 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.26%	172.11K	19.39M	39.12K	+29.41%
Jun 30, 2025		0.37%	242.06K	27.28M	-14.13K	-5.52%
Jun 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.42%	271.4K	30.58M	-54.6K	-16.75%
Jun 30, 2025	INSIGHT ADVISORS, LLC/ PA	0.5%	327.39K	36.89M	63.82K	+24.21%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.66%	430.89K	48.55M	182.16K	+73.23%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.07%	47.99K	5.41M	10.95K	+29.58%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.08%	49.28K	5.55M	3.66K	+8.03%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.08%	49.72K	5.6M	1.53K	+3.18%
Jun 30, 2025	NAPA WEALTH MANAGEMENT	0.09%	56.56K	6.37M	28.75K	+103.38%
Jun 30, 2025	EPACRIA CAPITAL PARTNERS, LLC	0.09%	56.82K	6.4M	4.76K	+9.14%
Jun 30, 2025	PENNINGTON PARTNERS & CO., LLC	0.37%	242.06K	27.28M	-14.13K	-5.52%
Jun 30, 2025	BRAVIAS CAPITAL GROUP, LLC	0.4%	258.92K	29.18M	-16.02K	-5.83%
Jun 30, 2025	LIFEWORKS ADVISORS, LLC	0.14%	92.76K	10.45M	63.11K	+212.83%
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	0.16%	105.23K	11.86M	17.33K	+19.72%
Jun 30, 2025	ALMANACK INVESTMENT PARTNERS, LLC.	0.25%	160.53K	18.09M	149.6K	+1,368.80%
Jun 30, 2025	OPUS CAPITAL GROUP, LLC	0.28%	183.19K	20.64M	20.49K	+12.59%
Jun 30, 2025	WHITCOMB & HESS, INC.	0.33%	214.13K	24.13M	8.37K	+4.07%
Jun 30, 2025	COMPASS ION ADVISORS, LLC	0.34%	224.57K	25.3M	-27.99K	-11.08%
Jun 30, 2025	CWM, LLC	0.34%	224.79K	25.33M	-66.54K	-22.84%
Jun 30, 2025	CLIENT FIRST INVESTMENT MANAGEMENT LLC	0.36%	238.12K	26.83M	-80.66K	-25.30%
Jun 30, 2025	ADAR1 CAPITAL MANAGEMENT, LLC	0.52%	337.13K	37.99M	0	0
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.73%	476.3K	53.67M	-15.38K	-3.13%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.92%	602.41K	67.88M	-10.08K	-1.65%
Jun 30, 2025	AVONDALE WEALTH MANAGEMENT	0.09%	57.63K	6.49M	16.7K	+40.81%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.1%	62.86K	7.1M	10.6K	+20.27%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.1%	65.26K	7.35M	-19.5K	-23.01%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.09%	57.73K	6.5M	7.38K	+14.66%
Jun 30, 2025	FISCHER INVESTMENT STRATEGIES, LLC	0.12%	77.39K	8.72M	77.39K	+100.00%
Jun 30, 2025	ACAS, LLC	0.12%	79.69K	9.02M	11.5K	+16.87%
Jun 30, 2025	WEAVER CONSULTING GROUP	0.13%	81.61K	9.2M	2.15K	+2.70%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.14%	91.48K	10.31M	31.08K	+51.45%
Jun 30, 2025	ASPECT PARTNERS, LLC	0.15%	95.09K	10.72M	48.66K	+104.80%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.08%	53.12K	5.99M	1.88K	+3.66%
Jun 30, 2025	JOURNEY ADVISORY GROUP, LLC	0.08%	54.1K	6.1M	-390	-0.72%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	58.84K	6.63M	-123.06K	-67.65%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.09%	59K	6.51M	-52.15K	-46.92%
Jun 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.09%	60.47K	6.81M	-4.73K	-7.25%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.1%	62.36K	7.03B	3.17K	+5.35%
Jun 30, 2025	IFG ADVISORS, LLC	0.1%	65.76K	7.41M	1.43K	+2.23%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.1%	66.3K	7.47M	14.4K	+27.74%
Jun 30, 2025	INNOVA WEALTH PARTNERS	0.1%	67.27K	7.58M	4.31K	+6.84%
Jun 30, 2025	NWAM LLC	0.11%	70.73K	8M	19.49K	+38.03%
Jun 30, 2025	ALLEN CAPITAL GROUP, LLC	0.11%	70.97K	8M	2.07K	+3.01%
Mar 31, 2025	HILL INVESTMENT GROUP PARTNERS, LLC	0.12%	63.93K	7.13M	-40.9K	-39.01%
Mar 31, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.12%	65.2K	7.27M	1.13K	+1.77%
Mar 31, 2025	WHITCOMB & HESS, INC.	0.39%	205.77K	22.94M	-18.45K	-8.23%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.17%	612.49K	68.29M	-60.77K	-9.03%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.16%	84.77K	9.45M	15.87K	+23.03%
Mar 31, 2025	ACAS, LLC	0.13%	68.18K	7.63M	43.71K	+178.64%
Mar 31, 2025	ALLEN CAPITAL GROUP, LLC	0.13%	68.89K	7.68M	9.42K	+15.83%
Mar 31, 2025	WEAVER CONSULTING GROUP	0.15%	79.47K	8.86M	19.41K	+32.31%
Mar 31, 2025	MARINER, LLC	0.36%	188.6K	21.03M	-148.67K	-44.08%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.1%	51.9K	5.79M	28.35K	+120.39%
Mar 31, 2025	EPACRIA CAPITAL PARTNERS, LLC	0.1%	52.07K	5.8M	9.62K	+22.66%
Mar 31, 2025	JOURNEY ADVISORY GROUP, LLC	0.1%	54.49K	6.07M	54.49K	+100.00%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.11%	60.29K	6.72M	-136	-0.23%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.94%	491.68K	54.82M	88.89K	+22.07%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.09%	48.18K	5.37M	-6.61K	-12.07%
Mar 31, 2025	TRANSCENDENT CAPITAL GROUP LLC	0.09%	48.65K	5.42M	912	+1.91%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.1%	51.24K	5.71M	-23	-0.04%
Mar 31, 2025	NWAM LLC	0.1%	51.25K	5.71M	17.9K	+53.69%
Mar 31, 2025	INSIGHT ADVISORS, LLC/ PA	0.5%	263.57K	29.39M	-1.59K	-0.60%
Mar 31, 2025	CWM, LLC	0.56%	291.33K	32.48M	4.6K	+1.61%
Mar 31, 2025	CLIENT FIRST INVESTMENT MANAGEMENT LLC	0.61%	318.79K	35.54M	262.73K	+468.71%
Mar 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.62%	326K	35.96M	-5	0.00%
Mar 31, 2025	ADAR1 CAPITAL MANAGEMENT, LLC	0.64%	337.13K	37.59M	11.68K	+3.59%
Mar 31, 2025	INVST, LLC	0.11%	57.2K	6.38M	-3.28K	-5.43%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.11%	59.19K	6.6M	-67.48K	-53.27%
Mar 31, 2025	SUMMIT WEALTH & RETIREMENT PLANNING, INC.	0.25%	130.49K	14.55M	3.3K	+2.59%
Mar 31, 2025	PINION INVESTMENT ADVISORS, LLC	0.29%	149.58K	16.68M	119.14K	+391.43%
Mar 31, 2025	OPUS CAPITAL GROUP, LLC	0.31%	162.7K	18.14M	17.32K	+11.91%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.35%	181.9K	20.28M	153.78K	+546.78%
Mar 31, 2025	MUTUAL ADVISORS, LLC	0.1%	52.27K	5.85M	10.24K	+24.38%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.13%	69.18K	7.71M	69.18K	+100.00%
Mar 31, 2025	FERGUSON SHAPIRO LLC	0.16%	85.7K	9.56M	-51.38K	-37.48%
Mar 31, 2025	ARETE WEALTH ADVISORS, LLC	0.17%	87.89K	9.8M	71.04K	+421.60%
Mar 31, 2025	STOKES FAMILY OFFICE, LLC	0.24%	125.12K	13.95M	-15.29K	-10.89%
Mar 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.24%	125.48K	13.99M	29.62K	+30.89%
Mar 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.25%	133K	14.83M	14.66K	+12.38%
Mar 31, 2025	MORGAN STANLEY	0.28%	145.73K	16.25M	145.25K	+30,450.94%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.1%	50.35K	5.61M	4.52K	+9.86%
Mar 31, 2025	TORNO CAPITAL, LLC	0.18%	94K	10.48M	94K	+100.00%
Mar 31, 2025	SUNBELT SECURITIES, INC.	0.21%	111.15K	12.39M	52.15K	+88.39%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.47%	248.74K	27.73M	179.46K	+259.02%
Mar 31, 2025	COMPASS ION ADVISORS, LLC	0.48%	252.56K	28.16M	-16.4K	-6.10%
Mar 31, 2025		0.49%	256.2K	28.56M	-49.84K	-16.28%
Mar 31, 2025	TRUE WEALTH DESIGN, LLC	1.09%	572.71K	63.85M	8.23K	+1.46%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.96%	1.03M	114.67M	200.8K	+24.26%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.08%	1.61M	179.94M	171.24K	+11.87%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.12%	60.41K	6.75M	5.81K	+10.65%
Mar 31, 2025	INNOVA WEALTH PARTNERS	0.12%	62.96K	7.02M	6.67K	+11.84%
Mar 31, 2025	IFG ADVISORS, LLC	0.12%	64.33K	7.17M	2.7K	+4.38%

Frequently Asked Questions