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

Who are the major shareholders selling WisdomTree U.S. SmallCap Dividend Fund stock?

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC, in the last quarter, reduced its stake in DES by -12.41% restricting it's holding to 70.78 thousand shares of worth nearly $2.88M. BANK OF AMERICA CORP /DE/ also lessened -0.58% of the DES shares from its portfolio, reducing its holding to 2.44 million shares of worth $99.41M. EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT also shunned DES shares holding by -2.97% last quarter which brought its holding to 128.21 thousand shares worth $5.22M.

Investors who are buying DES stock?

As per its latest 13F filing, MERCER GLOBAL ADVISORS INC /ADV increased its stake in DES by 2.4% in the last quarter. The institutional holder raised its holding to 870.7 thousand shares having worth more than $35.42M. RMB CAPITAL MANAGEMENT, LLC also added 0.88% more shares of DES to its portfolio, raising its holding to 224.12 thousand shares of worth $9.12M. FRAZIER FINANCIAL ADVISORS, LLC also increased its DES shares holding by 2.55% which brought its holding to 121.74 thousand shares worth $4.95M.

DES's major insiders: who are they?

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

Did an insider recently sell DES stock?

Company executives, directors, and other insiders own N/A percent of WisdomTree U.S. SmallCap Dividend Fund's stock. Within the last six months, there have been 0 transaction(s) in which DES insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased DES stock?

There have been 0 transaction(s) during the past 6-months in which WisdomTree U.S. SmallCap Dividend Fund insiders have bought stock, totalling 0 shares

How much of DES does insiders own?

Around 0 WisdomTree U.S. SmallCap Dividend Fund shares are held by insiders, which represents about N/A of DES stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in DES?

TOTAL CLARITY WEALTH MANAGEMENT, INC. is the largest institutional owner in DES which holds 71.23 thousand shares worth $2.90M or 0.14% of the total DES shares outstanding followed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC with ownership of 70.78 thousand shares representing 0.14% of the DES ownership. MERCER GLOBAL ADVISORS INC /ADV is the third largest stakeholder with 870.7 thousand shares or 1.62% of the ownership worth more than $35.42M.

Is WisdomTree U.S. SmallCap Dividend Fund stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the DES is concerned, it is a stock which is optionable.

Is there a short position on DES's shares?

Number of DES 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 DES shares are there?

As of today, null shares of DES are outstanding.

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

DES 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 DES is null.

WisdomTree US SmallCap Dividend Fund (DES) 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. TOTAL CLARITY WEALTH MANAGEMENT, INC. is the top corporate investor, holding 71.23K shares valued at $2.90M. A 0.14% stake in WisdomTree U.S. SmallCap Dividend Fund is owned by the company. SIGNATURE ESTATE & INVESTMENT ADVISORS LLC owns 70.78K shares valued at $2.88M, which translates its holding of 0.14% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.14%	71.23K	2.9M	0	0
Jun 30, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.14%	70.78K	2.88M	-10.03K	-12.41%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	1.62%	870.7K	35.42M	20.38K	+2.40%
Jun 30, 2026	RMB CAPITAL MANAGEMENT, LLC	0.42%	224.12K	9.12M	1.96K	+0.88%
Jun 30, 2026	FRAZIER FINANCIAL ADVISORS, LLC	0.23%	121.74K	4.95M	3.02K	+2.55%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	4.55%	2.44M	99.41M	-14.18K	-0.58%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.59%	854.63K	34.87M	92.55K	+12.14%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.38%	202.26K	8.23M	25.4K	+14.36%
Jun 30, 2026	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.35%	189.51K	7.72M	5.9K	+3.21%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.29%	156K	6.35M	25.7K	+19.72%
Jun 30, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.24%	128.21K	5.22M	-3.93K	-2.97%
Jun 30, 2026		0.18%	91.18K	3.71M	91.18K	+100.00%
Jun 30, 2026	ADVISORNET FINANCIAL, INC	0.19%	103.83K	4.22M	8.21K	+8.58%
Jun 30, 2026	ROYAL BANK OF CANADA	1.28%	686.6K	27.93M	5.03K	+0.74%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.78%	419.46K	17.07M	1.86K	+0.44%
Jun 30, 2026	DESTINATION WEALTH MANAGEMENT	0.6%	324.02K	13.18M	-5.23K	-1.59%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.52%	281.37K	11.45M	30.03K	+11.95%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.53%	822.7K	33.47M	11.21K	+1.38%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.39%	748.43K	30.45M	758	+0.10%
Jun 30, 2026	VALMARK ADVISERS, INC.	0.62%	334.79K	13.62M	-14.01K	-4.02%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.61%	327.59K	13.33M	7.05K	+2.20%
Jun 30, 2026	ASSETMARK, INC	0.53%	286.5K	11.65M	68.74K	+31.57%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.5%	268.65K	10.93M	-5.36K	-1.96%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.46%	249.76K	10.16M	10.56K	+4.41%
Jun 30, 2026	KEY FINANCIAL INC	0.29%	155.42K	6.32M	-3.28K	-2.07%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	113.23K	4.55M	-1.32K	-1.15%
Jun 30, 2026	THREE BEARINGS FIDUCIARY ADVISORS, INC.	0.23%	124.23K	5.05M	-4.37K	-3.40%
Jun 30, 2026	EVANSON FINANCIAL, LLC	0.17%	91.18K	3.71M	91.18K	+100.00%
Jun 30, 2026	MORGAN STANLEY	5.26%	2.83M	115.05M	64.78K	+2.34%
Jun 30, 2026	LPL FINANCIAL LLC	2.6%	1.4M	56.87M	-27.59K	-1.94%
Jun 30, 2026	CREATIVE PLANNING	2.49%	1.34M	54.5M	-7.65K	-0.57%
Jun 30, 2026	M&T BANK CORP	1.94%	1.05M	42.52M	3.76K	+0.36%
Jun 30, 2026	KEYBANK NATIONAL ASSOCIATION/OH	1.38%	741.28K	30.16M	23.62K	+3.29%
Jun 30, 2026	HUNTINGTON NATIONAL BANK	1.33%	712.9K	29M	13.64K	+1.95%
Jun 30, 2026	ALLEN INVESTMENT MANAGEMENT LLC	0.55%	293.48K	11.93M	0	0
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.44%	234.96K	9.56M	-5.34K	-2.22%
Jun 30, 2026	UBS GROUP AG	2.5%	1.34M	54.67M	-43.33K	-3.12%
Jun 30, 2026	BIP WEALTH, LLC	0.39%	212.27K	8.63M	-1.5K	-0.70%
Jun 30, 2026	DEL-SETTE CAPITAL MANAGEMENT, LLC	0.39%	210.23K	8.55M	-2K	-0.94%
Jun 30, 2026	HC ADVISORS, LLC	0.38%	206.34K	8.39M	-197	-0.10%
Jun 30, 2026	MELONE PRIVATE WEALTH, LLC	0.32%	173.36K	7.05M	1.2K	+0.69%
Jun 30, 2026	JPMORGAN CHASE & CO	0.31%	168.38K	6.84M	-7.34K	-4.17%
Jun 30, 2026	LEE-KELLEHER WEALTH MANAGEMENT	0.3%	162.15K	6.6M	-591	-0.36%
Jun 30, 2026	CASCADE FINANCIAL PARTNERS, LLC	0.29%	157.67K	6.41M	-2.15K	-1.34%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.28%	150.82K	6.14M	4.1K	+2.79%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.28%	149.2K	6.07M	-64	-0.04%
Jun 30, 2026	STONEBRIDGE WEALTH MANAGEMENT, LLC	0.27%	146.67K	5.97M	6.05K	+4.30%
Jun 30, 2026	PROSPERITY CONSULTING GROUP, LLC	0.26%	140.98K	5.74M	-11.83K	-7.74%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	139.85K	5.69M	-5.49K	-3.78%
Jun 30, 2026	CROBAN	0.24%	129.62K	5.27M	2.64K	+2.08%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.24%	128.97K	5.25M	4.13K	+3.31%
Jun 30, 2026	PARCION PRIVATE WEALTH LLC	0.24%	128.5K	5.23M	0	0
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.19%	100.52K	4.09M	363	+0.36%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.17%	86.11K	3.5M	-6.25K	-6.77%
Jun 30, 2026	COLONY GROUP, LLC	0.17%	85.64K	3.48M	5.18K	+6.44%
Jun 30, 2026	VAUGHAN & CO SECURITIES, INC.	0.15%	78.36K	3.19M	-131	-0.17%
Jun 30, 2026	FARMERS NATIONAL BANK	0.15%	75.8K	3.08M	-2.83K	-3.60%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.14%	73.9K	3.01M	-4.16K	-5.33%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.14%	73.41K	2.99M	-2.24K	-2.96%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.14%	71.48K	2.91M	1.34K	+1.91%
Mar 31, 2026	DEL-SETTE CAPITAL MANAGEMENT, LLC	0.39%	212.23K	7.63M	22.93K	+12.11%
Mar 31, 2026	KEYBANK NATIONAL ASSOCIATION/OH	1.32%	717.66K	25.79M	6.49K	+0.91%
Mar 31, 2026	CAPITAL ANALYSTS, LLC	0.13%	66.19K	2.38M	12	+0.02%
Mar 31, 2026	MARATHON STRATEGIC ADVISORS, LLC	0.13%	68.29K	2.45M	1.69K	+2.53%
Mar 31, 2026	STOCK YARDS BANK & TRUST CO	0.13%	69.21K	2.49M	1.22K	+1.80%
Mar 31, 2026	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.14%	71.23K	2.56M	36.39K	+104.42%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.15%	78.06K	2.81M	-15.88K	-16.90%
Mar 31, 2026	VAUGHAN & CO SECURITIES, INC.	0.15%	78.49K	2.82M	0	0
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.15%	79.73K	2.87M	2.04K	+2.62%
Mar 31, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.16%	80.81K	2.9M	-11.77K	-12.71%
Mar 31, 2026	ASSETMARK, INC	0.4%	217.76K	7.83M	-4.86K	-2.18%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.33%	176.86K	6.36M	3.69K	+2.13%
Mar 31, 2026	RMB CAPITAL MANAGEMENT, LLC	0.41%	222.17K	7.98M	7.24K	+3.37%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.44%	239.2K	8.6M	5.11K	+2.18%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.44%	240.3K	8.64M	-4.81K	-1.96%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.46%	251.34K	9.03M	41.24K	+19.63%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.51%	274.01K	9.85M	38.94K	+16.56%
Mar 31, 2026	ALLEN INVESTMENT MANAGEMENT LLC	0.54%	293.48K	10.54M	0	0
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	1.41%	762.07K	27M	80.94K	+11.88%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.5%	811.49K	29.16M	82.05K	+11.25%
Mar 31, 2026	PROSPERITY CONSULTING GROUP, LLC	0.28%	152.82K	5.49M	-11.87K	-7.21%
Mar 31, 2026	KEY FINANCIAL INC	0.29%	158.7K	5.7M	-3.09K	-1.91%
Mar 31, 2026	CASCADE FINANCIAL PARTNERS, LLC	0.29%	159.82K	5.74M	-1.71K	-1.06%
Mar 31, 2026	LEE-KELLEHER WEALTH MANAGEMENT	0.3%	162.74K	5.85M	8.91K	+5.79%
Mar 31, 2026	MELONE PRIVATE WEALTH, LLC	0.32%	172.17K	6.19M	12.46K	+7.80%
Mar 31, 2026	JPMORGAN CHASE & CO	0.32%	175.72K	6.22M	-18.5K	-9.52%
Mar 31, 2026	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.34%	183.61K	7.09M	-4.44K	-2.36%
Mar 31, 2026	HC ADVISORS, LLC	0.38%	206.53K	7.42M	1.6K	+0.78%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	1.57%	850.32K	30.56M	-65.2K	-7.12%
Mar 31, 2026	M&T BANK CORP	1.9%	1.03M	37.08M	-25.25K	-2.39%
Mar 31, 2026	CREATIVE PLANNING	2.48%	1.35M	48.42M	-15.32K	-1.12%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	4.53%	2.46M	88.33M	17.42K	+0.71%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.15%	77.63K	2.79M	17.5K	+29.10%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.15%	75.65K	2.72M	-6.08K	-7.44%
Mar 31, 2026	ROYAL BANK OF CANADA	1.26%	681.58K	24.5M	-82.38K	-10.78%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.38%	747.67K	26.87M	-28.03K	-3.61%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.17%	92.36K	3.32M	17.04K	+22.63%
Mar 31, 2026	ADVISORNET FINANCIAL, INC	0.18%	95.62K	3.44M	13.44K	+16.36%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.18%	100.16K	3.6M	-2.79K	-2.71%
Mar 31, 2026	EVANSON ASSET MANAGEMENT, LLC	0.18%	90.55K	3.25M	-7.49K	-7.64%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	114.54K	4.15M	-28.14K	-19.72%
Mar 31, 2026	FRAZIER FINANCIAL ADVISORS, LLC	0.22%	118.71K	4.27M	229	+0.19%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.23%	124.84K	4.49M	-2.97K	-2.32%
Mar 31, 2026	CROBAN	0.23%	126.97K	4.56M	5.01K	+4.11%
Mar 31, 2026	PARCION PRIVATE WEALTH LLC	0.24%	128.5K	4.62M	0	0
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.24%	130.3K	4.68M	130.3K	+100.00%
Mar 31, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.24%	132.14K	4.75M	3.45K	+2.68%
Mar 31, 2026	STONEBRIDGE WEALTH MANAGEMENT, LLC	0.26%	140.62K	5.05M	-6.01K	-4.10%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.27%	145.33K	5.22M	717	+0.50%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.27%	146.73K	5.27M	10.06K	+7.36%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.28%	149.26K	5.36M	115	+0.08%
Mar 31, 2026	DESTINATION WEALTH MANAGEMENT	0.61%	329.25K	11.83M	-2.57K	-0.77%
Mar 31, 2026	VALMARK ADVISERS, INC.	0.64%	348.8K	12.54M	15.66K	+4.70%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.81%	417.6K	15.01M	9.38K	+2.30%
Mar 31, 2026	HUNTINGTON NATIONAL BANK	1.29%	699.26K	25.13M	6.43K	+0.93%
Mar 31, 2026	WAVERLY ADVISORS, LLC	0.17%	89.29K	3.21M	215	+0.24%
Mar 31, 2026	UBS GROUP AG	2.56%	1.39M	49.86M	-101.19K	-6.80%
Mar 31, 2026	LPL FINANCIAL LLC	2.63%	1.43M	51.23M	-80.66K	-5.36%
Mar 31, 2026	MORGAN STANLEY	5.1%	2.76M	99.32M	62.35K	+2.31%
Mar 31, 2026		0.24%	128.6K	4.62M	604	+0.47%
Mar 31, 2026	BIP WEALTH, LLC	0.39%	213.77K	7.68M	-13.51K	-5.95%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.59%	320.54K	11.52M	1.29K	+0.40%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.17%	89.08K	2.98M	-5.81K	-6.12%
Dec 31, 2025	PARCION PRIVATE WEALTH LLC	0.26%	128.5K	4.3M	-875	-0.68%
Dec 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.26%	128.69K	4.3M	2.73K	+2.16%
Dec 31, 2025	BIP WEALTH, LLC	0.45%	227.28K	7.6M	-6.46K	-2.76%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.41%	729.43K	24.4M	132.66K	+22.23%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	1.34%	692.82K	23.17M	55.49K	+8.71%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.79%	408.22K	13.66M	-95.74K	-19.00%
Dec 31, 2025	VALMARK ADVISERS, INC.	0.67%	333.14K	11.14M	4.22K	+1.28%
Dec 31, 2025	DESTINATION WEALTH MANAGEMENT	0.64%	331.81K	11.1M	1.12K	+0.34%
Dec 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	1.42%	711.18K	23.79M	3.53K	+0.50%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.5%	775.7K	25.95M	-54.26K	-6.54%
Dec 31, 2025	CREATIVE PLANNING	2.63%	1.36M	45.58M	-42.36K	-3.02%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.32%	681.13K	22.78M	65.66K	+10.67%
Dec 31, 2025	CERITY PARTNERS LLC	0.18%	93.61K	3.13M	31.55K	+50.84%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.19%	93.94K	3.14M	-8.4K	-8.21%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.21%	102.95K	3.44M	-1.47K	-1.41%
Dec 31, 2025	JPMORGAN CHASE & CO	0.39%	194.22K	6.5M	-10.44K	-5.10%
Dec 31, 2025	HC ADVISORS, LLC	0.4%	204.94K	6.86M	1.6K	+0.78%
Dec 31, 2025	DEL-SETTE CAPITAL MANAGEMENT, LLC	0.38%	189.3K	6.33M	10.48K	+5.86%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.41%	210.11K	7.03M	32.87K	+18.54%
Dec 31, 2025	RMB CAPITAL MANAGEMENT, LLC	0.42%	214.93K	7.19M	1.03K	+0.48%
Dec 31, 2025	ASSETMARK, INC	0.45%	222.62K	7.45M	5.45K	+2.51%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.45%	234.1K	7.83M	-23.61K	-9.16%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.45%	235.07K	7.86M	-217.59K	-48.07%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.47%	245.1K	8.2M	-88.47K	-26.52%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.26%	136.67K	4.57M	-9.45K	-6.47%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	144.62K	4.84M	2.16K	+1.51%
Dec 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.18%	92.58K	3.1M	-4.11K	-4.25%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.29%	142.68K	4.92M	-1.57K	-1.09%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.29%	149.15K	4.99M	3.68K	+2.53%
Dec 31, 2025	LEE-KELLEHER WEALTH MANAGEMENT	0.31%	153.83K	5.15M	3.98K	+2.65%
Dec 31, 2025	KEY FINANCIAL INC	0.31%	161.79K	5.41M	-977	-0.60%
Dec 31, 2025	PROSPERITY CONSULTING GROUP, LLC	0.32%	164.68K	5.51M	-14.48K	-8.08%
Dec 31, 2025	MELONE PRIVATE WEALTH, LLC	0.32%	159.71K	5.34M	1K	+0.63%
Dec 31, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.32%	161.53K	5.4M	-3.55K	-2.15%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	173.16K	5.79M	-34.71K	-16.70%
Dec 31, 2025	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.38%	188.05K	6.82M	14.45K	+8.33%
Dec 31, 2025	ROYAL BANK OF CANADA	1.48%	763.96K	25.56M	-12.99K	-1.67%
Dec 31, 2025	MORGAN STANLEY	5.22%	2.7M	90.35M	71.78K	+2.73%
Dec 31, 2025	STONEBRIDGE WEALTH MANAGEMENT, LLC	0.29%	146.63K	4.9M	-82.48K	-36.00%
Dec 31, 2025	FRAZIER FINANCIAL ADVISORS, LLC	0.23%	118.48K	3.96M	-1.2K	-1.01%
Dec 31, 2025	ALLEN INVESTMENT MANAGEMENT LLC	0.57%	293.48K	9.82M	293.48K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.62%	319.25K	10.68M	-776	-0.24%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.77%	915.52K	30.62M	69.89K	+8.27%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.72%	2.44M	81.63M	19.23K	+0.79%
Dec 31, 2025	CROBAN	0.24%	121.96K	4.08M	3.3K	+2.78%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.16%	77.69K	2.6M	77.69K	+100.00%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.25%	127.81K	4.28M	-15.98K	-11.11%
Dec 31, 2025	COLONY GROUP, LLC	0.16%	81.02K	2.71M	5.29K	+6.99%
Dec 31, 2025	EVANSON ASSET MANAGEMENT, LLC	0.2%	98.05K	3.28M	260	+0.27%
Dec 31, 2025	VAUGHAN & CO SECURITIES, INC.	0.16%	78.49K	2.63M	287	+0.37%
Dec 31, 2025	M&T BANK CORP	2.11%	1.06M	35.36M	-27.99K	-2.58%
Dec 31, 2025	UBS GROUP AG	2.88%	1.49M	49.79M	-141.58K	-8.69%
Dec 31, 2025	LPL FINANCIAL LLC	2.91%	1.51M	50.38M	-106.21K	-6.59%
Dec 31, 2025	ADVISORNET FINANCIAL, INC	0.16%	82.18K	2.75M	6.05K	+7.95%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.16%	81.72K	2.73M	-1.51K	-1.82%
Dec 31, 2025		0.12%	61.34K	2.05M	61.34K	+100.00%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.12%	60.14K	2.01M	60.14K	+100.00%
Dec 31, 2025	FOUNDERS GROVE WEALTH PARTNERS, LLC	0.13%	62.75K	2.1M	0	0
Dec 31, 2025	CAPITAL ANALYSTS, LLC	0.13%	66.18K	2.21M	2.42K	+3.79%
Dec 31, 2025	MARATHON STRATEGIC ADVISORS, LLC	0.13%	66.6K	2.23M	1.54K	+2.36%
Dec 31, 2025	STOCK YARDS BANK & TRUST CO	0.14%	67.99K	2.27M	4.71K	+7.43%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.15%	75.32K	2.52M	-16.76K	-18.20%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.1%	615.47K	20.82M	-49.45K	-7.44%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.17%	94.89K	3.2M	-1.79K	-1.85%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.32%	2.42M	81.55M	121.28K	+5.27%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.64%	356.59K	12.01M	-803	-0.22%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.16%	92.08K	3.1M	5.91K	+6.86%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.9%	503.96K	16.97M	-73.19K	-12.68%
Sep 30, 2025	PARCION PRIVATE WEALTH LLC	0.23%	129.38K	4.36M	0	0
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.26%	143.78K	4.84M	143.78K	+100.00%
Sep 30, 2025	LEE-KELLEHER WEALTH MANAGEMENT	0.27%	149.85K	5.05M	6.35K	+4.42%
Sep 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.29%	165.08K	5.56M	-3.03K	-1.80%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.26%	146.12K	4.92M	3.36K	+2.35%
Sep 30, 2025	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.31%	173.6K	5.74M	1.76K	+1.02%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.24%	133.1K	4.48M	99.6K	+297.31%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	142.46K	4.8M	9.65K	+7.27%
Sep 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.17%	97.79K	3.29M	2.7K	+2.84%
Sep 30, 2025	LPL FINANCIAL LLC	2.88%	1.61M	54.31M	-39.33K	-2.38%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	1.14%	637.34K	21.47M	94.2K	+17.34%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.37%	207.87K	7.04M	-11.73K	-5.34%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.26%	144.25K	4.83M	-8.49K	-5.56%
Sep 30, 2025	DESTINATION WEALTH MANAGEMENT	0.59%	330.69K	11.14M	5.8K	+1.79%
Sep 30, 2025	STONEBRIDGE WEALTH MANAGEMENT, LLC	0.41%	229.11K	7.72M	686	+0.30%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.18%	102.34K	3.45M	-12.32K	-10.75%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.19%	104.42K	3.52M	-649	-0.62%
Sep 30, 2025	CROBAN	0.21%	118.67K	4M	-21	-0.02%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.26%	145.47K	4.9M	-6.94K	-4.56%
Sep 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.38%	213.89K	7.2M	-2.95K	-1.36%
Sep 30, 2025	ASSETMARK, INC	0.39%	217.17K	7.31M	-1.69K	-0.77%
Sep 30, 2025	ROYAL BANK OF CANADA	1.39%	776.95K	26.17M	-45.08K	-5.48%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.6%	333.57K	11.24M	-2.4K	-0.71%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.48%	829.96K	27.95M	-110.55K	-11.75%
Sep 30, 2025	FRAZIER FINANCIAL ADVISORS, LLC	0.21%	119.69K	4.03M	-58	-0.05%
Sep 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.22%	125.97K	4.24M	5.38K	+4.46%
Sep 30, 2025	DEL-SETTE CAPITAL MANAGEMENT, LLC	0.32%	178.83K	6.02M	14.44K	+8.78%
Sep 30, 2025	PROSPERITY CONSULTING GROUP, LLC	0.32%	179.17K	6.03M	-15.16K	-7.80%
Sep 30, 2025	HC ADVISORS, LLC	0.36%	203.34K	6.85M	5.04K	+2.54%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.57%	320.02K	10.78M	59.96K	+23.06%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.51%	845.62K	28.48M	255.45K	+43.28%
Sep 30, 2025	SALOMON & LUDWIN, LLC	0.1%	54.13K	1.83M	-3.78K	-6.53%
Sep 30, 2025	MORGAN STANLEY	4.69%	2.63M	88.55M	54.36K	+2.11%
Sep 30, 2025	CREATIVE PLANNING	2.51%	1.4M	47.32M	-34.28K	-2.38%
Sep 30, 2025	M&T BANK CORP	1.94%	1.09M	36.54M	13.73K	+1.28%
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	1.26%	707.65K	23.83M	-3.42K	-0.48%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.32%	177.24K	5.97M	27.6K	+18.44%
Sep 30, 2025	ASCENT GROUP, LLC	0.1%	54.4K	1.83M	-4.57K	-7.75%
Sep 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.1%	54.74K	1.84M	-471	-0.85%
Sep 30, 2025	UBS GROUP AG	2.91%	1.63M	54.9M	-102.41K	-5.91%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.15%	83.24K	2.8M	-61.25K	-42.39%
Sep 30, 2025	VAUGHAN & CO SECURITIES, INC.	0.14%	78.21K	2.63M	0	0
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0.14%	76.13K	2.56M	2.29K	+3.10%
Sep 30, 2025	VESTOR CAPITAL, LLC	0.13%	71.74K	2.42M	70.49K	+5,671.20%
Sep 30, 2025	BEACON FINANCIAL GROUP	0.12%	68.24K	2.3M	-6.78K	-9.04%
Sep 30, 2025	MARATHON STRATEGIC ADVISORS, LLC	0.12%	65.06K	2.19M	3.27K	+5.29%
Sep 30, 2025	STOCK YARDS BANK & TRUST CO	0.11%	63.28K	2.13M	-6.5K	-9.32%
Sep 30, 2025	FOUNDERS GROVE WEALTH PARTNERS, LLC	0.11%	62.75K	2.11M	-1.75K	-2.72%
Sep 30, 2025	CERITY PARTNERS LLC	0.11%	62.06K	2.09M	-2.02K	-3.15%
Sep 30, 2025	180 WEALTH ADVISORS, LLC	0.1%	58.4K	1.97M	786	+1.36%
Sep 30, 2025	ASPEN INVESTMENT MANAGEMENT INC	0.1%	58.32K	1.96M	-248	-0.42%
Sep 30, 2025	MIDWEST TRUST CO	0.1%	56.65K	1.91M	-11.81K	-17.26%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.59%	328.92K	11.08M	5.93K	+1.84%
Sep 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.17%	96.69K	3.26M	-2.71K	-2.73%
Sep 30, 2025	MELONE PRIVATE WEALTH, LLC	0.28%	158.71K	5.35M	17.13K	+12.10%
Sep 30, 2025	CAHILL FINANCIAL ADVISORS INC	0.1%	54.91K	1.85M	624	+1.15%
Sep 30, 2025	BIP WEALTH, LLC	0.42%	233.74K	7.87M	-17.06K	-6.80%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.46%	257.71K	8.68M	-294K	-53.29%
Sep 30, 2025	KEY FINANCIAL INC	0.29%	162.77K	5.49M	-4.58K	-2.74%
Sep 30, 2025	JPMORGAN CHASE & CO	0.37%	204.66K	6.89M	63.01K	+44.49%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.81%	452.66K	15.25M	7.69K	+1.73%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.07%	596.78K	20.1M	7.57K	+1.28%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.19%	105.06K	3.34M	3.64K	+3.59%
Jun 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.18%	99.41K	3.16M	2.57K	+2.65%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.18%	96.67K	3.07M	-5.27K	-5.17%
Jun 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.17%	95.09K	3.02M	2.64K	+2.86%
Jun 30, 2025	VAUGHAN & CO SECURITIES, INC.	0.14%	78.21K	2.48M	-1.4K	-1.76%
Jun 30, 2025	BEACON FINANCIAL GROUP	0.14%	75.01K	2.38M	-5.6K	-6.95%
Jun 30, 2025	FARMERS NATIONAL BANK	0.14%	74.27K	2.36M	3.37K	+4.75%
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0.14%	73.84K	2.35M	41.5K	+128.29%
Jun 30, 2025	STOCK YARDS BANK & TRUST CO	0.13%	69.79K	2.22M	9.44K	+15.64%
Jun 30, 2025	CERITY PARTNERS LLC	0.12%	64.07K	2.03M	-5.68K	-8.14%
Jun 30, 2025	MARATHON STRATEGIC ADVISORS, LLC	0.11%	61.79K	1.96M	2.36K	+3.97%
Jun 30, 2025	GLEN EAGLE ADVISORS, LLC	0.11%	61.76K	1.96M	-8.42K	-12.00%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0.11%	61.34K	1.95M	5.6K	+10.04%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.11%	60K	1.91M	8.09K	+15.59%
Jun 30, 2025	ASCENT GROUP, LLC	0.11%	58.97K	1.87M	-2.44K	-3.97%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.18%	100.17K	3.18M	-7.5K	-6.96%
Jun 30, 2025	M&T BANK CORP	1.97%	1.07M	34.03M	-10.04K	-0.93%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.73%	940.51K	29.87M	-25.6K	-2.65%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.66%	357.39K	11.35M	18.06K	+5.32%
Jun 30, 2025	ASPEN INVESTMENT MANAGEMENT INC	0.11%	58.57K	1.86M	-297	-0.50%
Jun 30, 2025	SALOMON & LUDWIN, LLC	0.11%	57.92K	1.91M	-777	-1.32%
Jun 30, 2025	MORGAN STANLEY	4.73%	2.57M	81.78M	150.04K	+6.19%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.22%	2.3M	73.04M	404.37K	+21.33%
Jun 30, 2025	UBS GROUP AG	3.18%	1.73M	55.02M	-371	-0.02%
Jun 30, 2025	KEY FINANCIAL INC	0.31%	167.35K	5.32M	-10.41K	-5.86%
Jun 30, 2025	DEL-SETTE CAPITAL MANAGEMENT, LLC	0.3%	164.39K	5.22M	-559	-0.34%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.28%	152.74K	5.07M	-495	-0.32%
Jun 30, 2025	LPL FINANCIAL LLC	3.03%	1.65M	52.46M	38.48K	+2.39%
Jun 30, 2025	HUNTINGTON NATIONAL BANK	1%	543.14K	17.25M	-2.45K	-0.45%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.82%	444.97K	14.13M	13.02K	+3.01%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.62%	335.97K	10.67M	-10.31K	-2.98%
Jun 30, 2025	DESTINATION WEALTH MANAGEMENT	0.6%	324.89K	10.32M	15.85K	+5.13%
Jun 30, 2025	VALMARK ADVISERS, INC.	0.59%	322.99K	10.26M	19.85K	+6.55%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.48%	260.06K	8.26M	14.28K	+5.81%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.4%	219.59K	6.98M	16.42K	+8.08%
Jun 30, 2025	HC ADVISORS, LLC	0.36%	198.3K	6.3M	4.48K	+2.31%
Jun 30, 2025	PROSPERITY CONSULTING GROUP, LLC	0.36%	194.33K	6.17M	-10.05K	-4.92%
Jun 30, 2025	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.32%	171.84K	5.57M	16.82K	+10.85%
Jun 30, 2025	FOREFRONT ANALYTICS, LLC	0.22%	118.69K	3.77M	118.69K	+100.00%
Jun 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.31%	168.11K	5.34M	-3.48K	-2.03%
Jun 30, 2025	FRAZIER FINANCIAL ADVISORS, LLC	0.22%	119.74K	3.8M	300	+0.25%
Jun 30, 2025	CREATIVE PLANNING	2.64%	1.44M	45.71M	-6.23K	-0.43%
Jun 30, 2025	ROYAL BANK OF CANADA	1.51%	822.04K	26.11M	-136.47K	-14.24%
Jun 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	1.31%	711.07K	22.58M	24.17K	+3.52%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.22%	664.92K	21.16M	293.4K	+78.97%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.08%	590.17K	18.75M	-3.57K	-0.60%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.08%	589.21K	18.71M	-48.79K	-7.65%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.06%	577.14K	18.36M	-49.69K	-7.93%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.01%	551.71K	17.52M	-77.26K	-12.28%
Jun 30, 2025	ASSETMARK, INC	0.4%	218.86K	6.95M	-4.56K	-2.04%
Jun 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.4%	216.85K	6.89M	43.83K	+25.33%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.28%	152.42K	4.84M	-17.11K	-10.09%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.27%	149.64K	4.75M	27.54K	+22.55%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.27%	146.07K	4.64M	115.23K	+373.57%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.27%	144.49K	4.59M	-153.32K	-51.48%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.26%	142.76K	4.53M	-90.76K	-38.86%
Jun 30, 2025	JPMORGAN CHASE & CO	0.26%	141.65K	4.5M	-3.31K	-2.28%
Jun 30, 2025	BIP WEALTH, LLC	0.46%	250.8K	7.97M	6.26K	+2.56%
Jun 30, 2025	STONEBRIDGE WEALTH MANAGEMENT, LLC	0.42%	228.43K	7.25M	228.43K	+100.00%
Jun 30, 2025	LEE-KELLEHER WEALTH MANAGEMENT	0.26%	143.5K	4.56M	6.76K	+4.95%
Jun 30, 2025	CROBAN	0.22%	118.69K	3.77M	-149	-0.13%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	0.21%	115.83K	3.37K	115.83K	+100.00%
Jun 30, 2025	MELONE PRIVATE WEALTH, LLC	0.26%	141.58K	4.51M	43	+0.03%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.24%	132.81K	4.22M	-8.77K	-6.20%
Jun 30, 2025	PARCION PRIVATE WEALTH LLC	0.24%	129.38K	4.11M	0	0
Jun 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.22%	120.58K	3.83M	-14.42K	-10.68%
Jun 30, 2025		0.21%	115.83K	3.37K	115.83K	+100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.21%	114.66K	3.64M	1.76K	+1.56%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.54%	297.81K	9.52M	9.55K	+3.31%
Mar 31, 2025	WAVERLY ADVISORS, LLC	0.18%	101.95K	3.26M	81.33K	+394.50%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.19%	102.8K	3.29M	4.7K	+4.79%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.19%	107.67K	3.44M	10.17K	+10.43%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.2%	112.9K	3.61M	26.85K	+31.20%
Mar 31, 2025		0.21%	118.84K	3.8M	118.84K	+100.00%
Mar 31, 2025	JPL WEALTH MANAGEMENT, LLC	0.24%	132.35K	4.33M	132.35K	+100.00%
Mar 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.24%	135K	4.31M	-4.4K	-3.16%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.37%	203.18K	6.49M	38.46K	+23.35%
Mar 31, 2025	PROSPERITY CONSULTING GROUP, LLC	0.37%	204.38K	6.53M	-5.9K	-2.81%
Mar 31, 2025	FRAZIER FINANCIAL ADVISORS, LLC	0.22%	119.44K	3.82M	5.12K	+4.48%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.22%	122.1K	3.9M	20.25K	+19.89%
Mar 31, 2025	PARCION PRIVATE WEALTH LLC	0.23%	129.38K	4.13M	0	0
Mar 31, 2025	MELONE PRIVATE WEALTH, LLC	0.26%	141.53K	4.52M	390	+0.28%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	141.58K	4.52M	10.85K	+8.30%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.28%	153.24K	4.9M	-7.54K	-4.69%
Mar 31, 2025	IFP ADVISORS, INC	0.36%	198.19K	6.33M	-3.37K	-1.67%
Mar 31, 2025	ASSETMARK, INC	0.4%	223.42K	7.14M	-4.37K	-1.92%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.42%	233.52K	7.46M	1.06K	+0.45%
Mar 31, 2025	BIP WEALTH, LLC	0.44%	244.54K	7.82M	20.41K	+9.11%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.44%	245.79K	7.86M	1.47K	+0.60%
Mar 31, 2025	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.28%	155.02K	4.5M	1.27K	+0.82%
Mar 31, 2025	KEY FINANCIAL INC	0.32%	177.77K	5.68M	6.05K	+3.52%
Mar 31, 2025	HC ADVISORS, LLC	0.35%	193.83K	6.19M	4.88K	+2.58%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.63%	346.28K	11.07M	5.18K	+1.52%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.67%	371.52K	11.86M	122.56K	+49.23%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.78%	431.95K	13.81M	118.15K	+37.65%
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0.99%	545.59K	17.44M	-7.9K	-1.43%
Mar 31, 2025	DEL-SETTE CAPITAL MANAGEMENT, LLC	0.3%	164.95K	5.27M	20.21K	+13.96%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.14%	628.97K	20.1M	-56.15K	-8.20%
Mar 31, 2025	VALMARK ADVISERS, INC.	0.55%	303.14K	9.69M	38.14K	+14.39%
Mar 31, 2025	DESTINATION WEALTH MANAGEMENT	0.56%	309.03K	9.88M	-3.12K	-1.00%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.61%	339.33K	10.84M	84	+0.02%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.15%	638K	20.39M	-229.16K	-26.43%
Mar 31, 2025	ROYAL BANK OF CANADA	1.73%	958.51K	30.64M	105.85K	+12.41%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.74%	966.11K	30.88M	-5.29K	-0.54%
Mar 31, 2025	M&T BANK CORP	1.95%	1.08M	34.56M	13.42K	+1.26%
Mar 31, 2025	CREATIVE PLANNING	2.61%	1.45M	46.2M	-30.51K	-2.07%
Mar 31, 2025	LPL FINANCIAL LLC	2.91%	1.61M	51.56M	-617.79K	-27.69%
Mar 31, 2025	UBS GROUP AG	3.13%	1.73M	55.38M	9.76K	+0.57%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.42%	1.9M	60.58M	-323.01K	-14.56%
Mar 31, 2025	MORGAN STANLEY	4.38%	2.42M	77.5M	-31.83K	-1.30%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.31%	169.52K	5.42M	6.59K	+4.04%
Mar 31, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.31%	171.59K	5.48M	-908	-0.53%
Mar 31, 2025	RMB CAPITAL MANAGEMENT, LLC	0.31%	173.02K	5.53M	19.94K	+13.02%
Mar 31, 2025	JPMORGAN CHASE & CO	0.26%	144.96K	4.63M	-73	-0.05%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.07%	593.74K	18.95M	55.48K	+10.31%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.13%	626.83K	20.04M	-200.37K	-24.22%
Mar 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	1.24%	686.9K	21.95M	1.5K	+0.22%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.66%	383.35K	12.53M	383.35K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1%	650.83K	21.27M	51.92K	+8.67%
Mar 31, 2024	KEYBANK NATIONAL ASSOCIATION/OH	1.1%	637.43K	20.83M	-1.43K	-0.22%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.1%	720.58K	23.55M	8.31K	+1.17%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.31%	859.06K	28.07M	48.89K	+6.03%
Mar 31, 2024	ROYAL BANK OF CANADA	1.39%	906.98K	29.64M	-1.16K	-0.13%
Mar 31, 2024	M&T BANK CORP	2%	1.16M	37.86M	85.62K	+7.98%
Mar 31, 2024	CREATIVE PLANNING	2.32%	1.52M	49.59M	-55.78K	-3.55%
Mar 31, 2024	LPL FINANCIAL LLC	2.51%	1.64M	53.68M	-88.52K	-5.11%
Mar 31, 2024	MORGAN STANLEY	3.4%	2.22M	72.62M	87.58K	+4.10%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.62%	2.36M	77.25M	477.25K	+25.30%
Mar 31, 2024	UBS GROUP AG	2.95%	1.93M	63.07M	43.77K	+2.32%
Mar 31, 2024	STOCK YARDS BANK & TRUST CO	0.2%	116.74K	3.82M	2.1K	+1.83%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	119.56K	3.91M	12.69K	+11.87%
Mar 31, 2024	CETERA ADVISORS LLC	0.21%	120.45K	3.94M	70.46K	+140.95%
Mar 31, 2024	JPMORGAN CHASE & CO	0.21%	137.14K	4.48M	9.96K	+7.83%
Mar 31, 2024	WEALTHCARE ADVISORY PARTNERS LLC	0.21%	122.32K	4M	8.33K	+7.31%
Mar 31, 2024	FRAZIER FINANCIAL ADVISORS, LLC	0.22%	124.76K	4.08M	486	+0.39%
Mar 31, 2024	PARCION PRIVATE WEALTH LLC	0.23%	132.08K	4.32M	0	0
Mar 31, 2024	BIP WEALTH, LLC	0.38%	218.57K	7.14M	-4.11K	-1.84%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.44%	257.82K	8.43M	5.04K	+1.99%
Mar 31, 2024	PROSPERITY CONSULTING GROUP, LLC	0.46%	266.38K	8.71M	266.38K	+100.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.46%	266.62K	8.71M	17.74K	+7.13%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.46%	269.22K	8.8M	154.55K	+134.77%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.49%	321.71K	10.51M	-1.59K	-0.49%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.53%	308.53K	10.08M	-2.39K	-0.77%
Mar 31, 2024	DESTINATION WEALTH MANAGEMENT	0.54%	315.71K	10.32M	-2.53K	-0.80%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.56%	326.99K	10.69M	32.46K	+11.02%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.59%	342.39K	11.19M	880	+0.26%
Mar 31, 2024	ASSETMARK, INC	0.61%	353.24K	11.54M	24.63K	+7.49%
Mar 31, 2024		0.22%	126.67K	4.14M	126.67K	+100.00%
Mar 31, 2024	SALOMON & LUDWIN, LLC	0.23%	132.78K	4.34M	-9.39K	-6.60%
Mar 31, 2024	DEL-SETTE CAPITAL MANAGEMENT, LLC	0.23%	134.88K	4.41M	11.45K	+9.27%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.23%	152.73K	4.99M	2.1K	+1.39%
Mar 31, 2024	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.24%	136.74K	4.47M	317	+0.23%
Mar 31, 2024	MELONE PRIVATE WEALTH, LLC	0.24%	137.25K	4.49M	-2.39K	-1.71%
Mar 31, 2024	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.25%	143.24K	4.47M	-16.75K	-10.47%
Mar 31, 2024	VALMARK ADVISERS, INC.	0.27%	158.25K	5.17M	-1.63K	-1.02%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.28%	162.26K	5.3M	-8.28K	-4.86%
Mar 31, 2024	KEY FINANCIAL INC	0.28%	162.94K	5.32M	2.7K	+1.68%
Mar 31, 2024	CASCADE FINANCIAL PARTNERS, LLC	0.28%	165.13K	5.11M	165.13K	+100.00%
Mar 31, 2024	HC ADVISORS, LLC	0.29%	169.35K	5.53M	12.82K	+8.19%
Mar 31, 2024	RMB CAPITAL MANAGEMENT, LLC	0.29%	170.63K	5.58M	22.78K	+15.41%
Mar 31, 2024	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.3%	175.83K	5.75M	13.14K	+8.07%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.31%	205.45K	6.71M	-99.11K	-32.54%
Mar 31, 2024	DYNAMIC ADVISOR SOLUTIONS LLC	0.32%	182.92K	5.98M	1.98K	+1.09%
Mar 31, 2024	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.32%	185.7K	6.07M	-118.09K	-38.87%
Mar 31, 2024	PRIVATE PORTFOLIO PARTNERS LLC	0.33%	191.32K	6.25M	4.58K	+2.45%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.33%	218.41K	7.14M	-176	-0.08%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.68%	447.32K	14.62M	-81.1K	-15.35%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0.8%	523K	17.09M	-11.11K	-2.08%
Mar 31, 2024	EVANSON ASSET MANAGEMENT, LLC	0.15%	97.92K	3.2M	1.1K	+1.13%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.15%	98.45K	3.22M	222	+0.23%
Mar 31, 2024	BUCKINGHAM CAPITAL MANAGEMENT, INC.	0.15%	100.57K	3.29M	-20.31K	-16.80%
Mar 31, 2024	JPL WEALTH MANAGEMENT, LLC	0.16%	102.16K	3.34M	13.06K	+14.66%
Mar 31, 2024	BEACON FINANCIAL GROUP	0.16%	107.26K	3.51M	-32.13K	-23.05%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.17%	108.24K	3.54M	-30.47K	-21.96%
Mar 31, 2024	KADES & CHEIFETZ LLC	0.17%	110.27K	3.6M	-5.21K	-4.51%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.17%	111.18K	3.63M	487	+0.44%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.56%	341.51K	10.99M	2.65K	+0.78%
Dec 31, 2023	HUNTINGTON NATIONAL BANK	0.88%	534.11K	17.18M	-25.01K	-4.47%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.98%	598.91K	19.27M	59.68K	+11.07%
Dec 31, 2023	KEYBANK NATIONAL ASSOCIATION/OH	1.05%	638.86K	20.55B	16.3K	+2.62%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.17%	712.27K	22.92M	19.11K	+2.76%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.33%	810.18K	26.06M	182.23K	+29.02%
Dec 31, 2023	ROYAL BANK OF CANADA	1.49%	908.13K	29.21M	-69.68K	-7.13%
Dec 31, 2023	M&T BANK CORP	1.76%	1.07M	34.51M	131.26K	+13.94%
Dec 31, 2023	CREATIVE PLANNING	2.58%	1.57M	50.61M	-25.46K	-1.59%
Dec 31, 2023	LPL FINANCIAL LLC	2.84%	1.73M	55.69M	-24.24K	-1.38%
Dec 31, 2023	UBS GROUP AG	3.1%	1.89M	60.67M	59.41K	+3.25%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.1%	1.89M	60.69M	35.65K	+1.93%
Dec 31, 2023	MORGAN STANLEY	3.51%	2.13M	68.67M	18.03K	+0.85%
Dec 31, 2023	KADES & CHEIFETZ LLC	0.19%	115.48K	3.72M	2.79K	+2.47%
Dec 31, 2023	BUCKINGHAM CAPITAL MANAGEMENT, INC.	0.2%	120.88K	3.89M	-21.43K	-15.06%
Dec 31, 2023	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.2%	122.3K	3.93M	-11.99K	-8.93%
Dec 31, 2023	DEL-SETTE CAPITAL MANAGEMENT, LLC	0.2%	123.43K	3.97M	-1.69K	-1.35%
Dec 31, 2023		0.2%	124.28K	4M	124.28K	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0.21%	127.18K	4.09M	22.06K	+20.99%
Dec 31, 2023	PARCION PRIVATE WEALTH LLC	0.22%	132.08K	4.25M	0	0
Dec 31, 2023	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.22%	136.42K	4.39M	8.77K	+6.87%
Dec 31, 2023	MERIDIAN WEALTH MANAGEMENT, LLC	0.22%	136.79K	4.4M	136.79K	+100.00%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.23%	138.71K	4.46M	47.13K	+51.47%
Dec 31, 2023	BEACON FINANCIAL GROUP	0.23%	139.39K	4.48M	21.03K	+17.77%
Dec 31, 2023	MELONE PRIVATE WEALTH, LLC	0.23%	139.64K	4.49M	3.56K	+2.62%
Dec 31, 2023	SALOMON & LUDWIN, LLC	0.23%	142.17K	4.01M	0	0
Dec 31, 2023	RMB CAPITAL MANAGEMENT, LLC	0.24%	147.84K	4.76M	14.15K	+10.58%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.25%	150.63K	4.85M	3.41K	+2.32%
Dec 31, 2023	HC ADVISORS, LLC	0.26%	156.53K	5.04M	1K	+0.64%
Dec 31, 2023	VALMARK ADVISERS, INC.	0.26%	159.87K	5.14M	-3.67K	-2.24%
Dec 31, 2023	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.26%	159.98K	4.93M	3.63K	+2.32%
Dec 31, 2023	KEY FINANCIAL INC	0.26%	160.25K	5.16M	13.35K	+9.09%
Dec 31, 2023	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.27%	162.69K	5.23M	-2.63K	-1.59%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.28%	170.54K	5.49M	12.74K	+8.08%
Dec 31, 2023	DYNAMIC ADVISOR SOLUTIONS LLC	0.3%	180.94K	5.67M	180.94K	+100.00%
Dec 31, 2023	PRIVATE PORTFOLIO PARTNERS LLC	0.31%	186.74K	6.01M	2.54K	+1.38%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.36%	218.59K	7.03M	5.21K	+2.44%
Dec 31, 2023	BIP WEALTH, LLC	0.37%	222.68K	7.16M	4.96K	+2.28%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.41%	248.89K	8.01M	11.36K	+4.78%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.42%	252.78K	8.13M	15.38K	+6.48%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.87%	528.42K	17M	16.63K	+3.25%
Dec 31, 2023	IHT WEALTH MANAGEMENT, LLC	0.43%	264.27K	8.5M	-32.54K	-10.96%
Dec 31, 2023	EISNERAMPER WEALTH MANAGEMENT CORPORATE BENEFITS, LLC	0.47%	284.44K	9.15M	-3.31K	-1.15%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.48%	294.53K	9.48M	52.03K	+21.46%
Dec 31, 2023	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.5%	303.79K	9.77M	-831.04K	-73.23%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.5%	304.56K	9.8M	-62.94K	-17.13%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.51%	310.92K	10M	-8.04K	-2.52%
Dec 31, 2023	DESTINATION WEALTH MANAGEMENT	0.52%	318.24K	10.24M	-12.14K	-3.67%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.53%	323.3K	10.4M	-2.2K	-0.68%
Dec 31, 2023	ASSETMARK, INC	0.54%	328.62K	10.57M	-17.49K	-5.05%

Frequently Asked Questions