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

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

ATLANTIC UNION BANKSHARES CORP, in the last quarter, reduced its stake in DON by -20.77% restricting it's holding to 191.63 thousand shares of worth nearly $10.83M. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also lessened -7.2% of the DON shares from its portfolio, reducing its holding to 211.01 thousand shares of worth $11.93M. RMB CAPITAL MANAGEMENT, LLC also shunned DON shares holding by -3.09% last quarter which brought its holding to 214.53 thousand shares worth $12.13M.

Investors who are buying DON stock?

As per its latest 13F filing, THREE BEARINGS FIDUCIARY ADVISORS, INC. increased its stake in DON by 0.33% in the last quarter. The institutional holder raised its holding to 284.24 thousand shares having worth more than $16.07M. FARTHER FINANCE ADVISORS, LLC also added 18.34% more shares of DON to its portfolio, raising its holding to 198.3 thousand shares of worth $11.21M. LEE-KELLEHER WEALTH MANAGEMENT also increased its DON shares holding by 0.73% which brought its holding to 222.95 thousand shares worth $12.60M.

DON's major insiders: who are they?

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

Did an insider recently sell DON stock?

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

Which insider recently purchased DON stock?

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

How much of DON does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in DON?

THREE BEARINGS FIDUCIARY ADVISORS, INC. is the largest institutional owner in DON which holds 284.24 thousand shares worth $16.07M or 0.41% of the total DON shares outstanding followed by ATLANTIC UNION BANKSHARES CORP with ownership of 191.63 thousand shares representing 0.28% of the DON ownership. FARTHER FINANCE ADVISORS, LLC is the third largest stakeholder with 198.3 thousand shares or 0.29% of the ownership worth more than $11.21M.

Is WisdomTree U.S. MidCap 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 DON is concerned, it is a stock which is optionable.

Is there a short position on DON's shares?

Number of DON 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 DON shares are there?

As of today, null shares of DON are outstanding.

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

DON 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 DON is null.

WisdomTree US MidCap Dividend Fund (DON) 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. THREE BEARINGS FIDUCIARY ADVISORS, INC. is the top corporate investor, holding 284.24K shares valued at $16.07M. A 0.41% stake in WisdomTree U.S. MidCap Dividend Fund is owned by the company. ATLANTIC UNION BANKSHARES CORP owns 191.63K shares valued at $10.83M, which translates its holding of 0.28% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	THREE BEARINGS FIDUCIARY ADVISORS, INC.	0.41%	284.24K	16.07M	924	+0.33%
Jun 30, 2026	ATLANTIC UNION BANKSHARES CORP	0.28%	191.63K	10.83M	-50.24K	-20.77%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.29%	198.3K	11.21M	30.73K	+18.34%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	211.01K	11.93M	-16.37K	-7.20%
Jun 30, 2026	RMB CAPITAL MANAGEMENT, LLC	0.31%	214.53K	12.13M	-6.84K	-3.09%
Jun 30, 2026	LEE-KELLEHER WEALTH MANAGEMENT	0.32%	222.95K	12.6M	1.61K	+0.73%
Jun 30, 2026	DESTINATION WEALTH MANAGEMENT	0.35%	239.94K	13.56M	3.52K	+1.49%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.42%	291.81K	16.49M	-3.71K	-1.26%
Jun 30, 2026	MAI CAPITAL MANAGEMENT	0.47%	323.92K	18.31M	-5.02K	-1.53%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.52%	359.73K	20.33M	5.31K	+1.50%
Jun 30, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	0.66%	458.2K	25.9M	-7.77K	-1.67%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.69%	478.94K	27.07M	73.26K	+18.06%
Jun 30, 2026	ROYAL BANK OF CANADA	0.77%	527.89K	29.84M	1.66K	+0.31%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.45%	998.78K	56.45M	-2.32K	-0.23%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.5%	1.04M	58.6M	33.07K	+3.29%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	2.02%	1.39M	78.65M	38.11K	+2.82%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	2.65%	1.83M	103.72M	168.01K	+10.13%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	6.56%	4.52M	255.6M	-123.15K	-2.65%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	1.25%	862.33K	48.74M	149.4K	+20.96%
Jun 30, 2026	MELONE PRIVATE WEALTH, LLC	0.22%	151.89K	8.58M	1.45K	+0.97%
Jun 30, 2026	FAS WEALTH PARTNERS, INC.	0.24%	166.63K	9.42M	18.79K	+12.71%
Jun 30, 2026	CONCORD ASSET MANAGEMENT, LLC/VA	0.24%	167.11K	9.44M	-5.82K	-3.37%
Jun 30, 2026	TRAJAN WEALTH LLC	0.54%	372.99K	21.08M	7.98K	+2.18%
Jun 30, 2026	LPL FINANCIAL LLC	2.56%	1.76M	99.66M	-85.2K	-4.61%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.26%	177.15K	10.01M	20.16K	+12.84%
Jun 30, 2026	WHITE PINE INVESTMENT CO	0.26%	177.55K	10.04M	2.15K	+1.22%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.26%	177.7K	10.04M	118.24K	+198.84%
Jun 30, 2026	CX INSTITUTIONAL	0.26%	179.12K	10.12M	425	+0.24%
Jun 30, 2026	AVIDIAN WEALTH SOLUTIONS, LLC	0.33%	229.42K	12.97M	-1.78K	-0.77%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.44%	300.15K	16.96M	-4.21K	-1.38%
Jun 30, 2026	MARION WEALTH MANAGEMENT	0.46%	317.69K	17.96M	17.72K	+5.91%
Jun 30, 2026	COLONY GROUP, LLC	0.34%	230.96K	13.05M	-32.54K	-12.35%
Jun 30, 2026	CONCORD WEALTH PARTNERS	0.34%	234.62K	13.26M	-2.55K	-1.07%
Jun 30, 2026	AVANTAX PLANNING PARTNERS, INC.	0.34%	235.6K	13.32M	2.53K	+1.09%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.35%	242.61K	13.71M	15.67K	+6.91%
Jun 30, 2026	STONEBRIDGE FINANCIAL GROUP, LLC	0.58%	396.76K	22.42M	8.7K	+2.24%
Jun 30, 2026	KEYBANK NATIONAL ASSOCIATION/OH	0.82%	567.32K	32.06M	54.89K	+10.71%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.17%	117.54K	6.64M	31.27K	+36.24%
Jun 30, 2026	MARINER, LLC	0.18%	121.63K	6.87M	-61.53K	-33.59%
Jun 30, 2026	MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.	0.18%	122.71K	6.94M	5.38K	+4.59%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	123.43K	6.97M	-1.28K	-1.03%
Jun 30, 2026	GSB WEALTH MANAGEMENT, LLC	0.2%	138.79K	7.84M	1K	+0.73%
Jun 30, 2026	GOLDSTONE FINANCIAL GROUP, LLC	0.2%	139.72K	7.9M	-21.94K	-13.57%
Jun 30, 2026	UNITED ADVISOR GROUP, LLC	0.21%	142K	8.03M	531	+0.38%
Jun 30, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.21%	142.4K	8.05M	-376	-0.26%
Jun 30, 2026	CAPITAL INVESTMENT COUNSEL, LLC	0.22%	148.06K	8.37M	2.47K	+1.69%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.22%	150.38K	8.5M	-10.64K	-6.61%
Jun 30, 2026	PRECEDENT WEALTH PARTNERS, LLC	0.32%	223.45K	12.63M	-7.75K	-3.35%
Jun 30, 2026	JPMORGAN CHASE & CO	0.36%	245.56K	13.89M	-17.61K	-6.69%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.41%	282.81K	15.98M	-82K	-22.48%
Jun 30, 2026		0.42%	284.24K	16.07M	924	+0.33%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.42%	291.12K	16.45M	16.16K	+5.88%
Jun 30, 2026	HUNTINGTON NATIONAL BANK	0.51%	350.87K	19.83M	-6.69K	-1.87%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.52%	355.86K	20.11M	-2.58K	-0.72%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.64%	439.53K	24.84M	-27.33K	-5.85%
Jun 30, 2026	IAG WEALTH PARTNERS, LLC	0.68%	470.08K	26.57M	-30.62K	-6.12%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.73%	503.82K	28.48M	-16.56K	-3.18%
Jun 30, 2026	CREATIVE PLANNING	2.2%	1.52M	85.7M	-1.94K	-0.13%
Jun 30, 2026	LINSCOMB & WILLIAMS, INC.	2.22%	1.53M	86.33M	-51.43K	-3.26%
Jun 30, 2026	UBS GROUP AG	2.71%	1.87M	105.41M	-18.06K	-0.96%
Jun 30, 2026	MORGAN STANLEY	3.59%	2.48M	139.9M	84.39K	+3.53%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.67%	466.86K	24.53M	-82.6K	-15.03%
Mar 31, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	0.67%	465.97K	24.48M	-24.78K	-5.05%
Mar 31, 2026	STONEBRIDGE FINANCIAL GROUP, LLC	0.55%	388.06K	20.39M	16.53K	+4.45%
Mar 31, 2026	LEE-KELLEHER WEALTH MANAGEMENT	0.32%	221.35K	11.63M	7.53K	+3.52%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	6.64%	4.65M	244.08M	-32.12K	-0.69%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.52%	364.81K	19.17M	-185.5K	-33.71%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	227.38K	11.95M	-23.65K	-9.42%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	1.02%	712.93K	37.46M	97.32K	+15.81%
Mar 31, 2026	ROYAL BANK OF CANADA	0.75%	526.24K	27.65M	-45.42K	-7.95%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.74%	520.38K	27.34M	-66.53K	-11.34%
Mar 31, 2026	TRAJAN WEALTH LLC	0.52%	365.02K	19.18M	7.12K	+1.99%
Mar 31, 2026	AVIDIAN WEALTH SOLUTIONS, LLC	0.33%	231.2K	12.15M	231.2K	+100.00%
Mar 31, 2026	KEYBANK NATIONAL ASSOCIATION/OH	0.73%	512.43K	26.92M	4.18K	+0.82%
Mar 31, 2026	PRECEDENT WEALTH PARTNERS, LLC	0.33%	231.19K	12.15M	-20.14K	-8.01%
Mar 31, 2026	MELONE PRIVATE WEALTH, LLC	0.22%	150.44K	7.9M	-5.95K	-3.81%
Mar 31, 2026	CAPITAL INVESTMENT COUNSEL, LLC	0.21%	145.59K	7.65M	4.92K	+3.49%
Mar 31, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.21%	142.78K	7.5M	1.27K	+0.90%
Mar 31, 2026	UNITED ADVISOR GROUP, LLC	0.21%	141.47K	7.43M	-1.31K	-0.92%
Mar 31, 2026	GSB WEALTH MANAGEMENT, LLC	0.2%	137.79K	7.24M	3.19K	+2.37%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	124.71K	6.59M	-89.01K	-41.65%
Mar 31, 2026		0.41%	283.32K	14.89M	780	+0.28%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.18%	123.52K	6.49M	-1.26K	-1.01%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.17%	118.67K	6.24M	1.08K	+0.92%
Mar 31, 2026	MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.	0.17%	117.33K	6.16M	-1.88K	-1.57%
Mar 31, 2026	MODERA WEALTH MANAGEMENT, LLC	0.16%	110.36K	5.8M	-6.58K	-5.63%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.32%	226.93K	11.92M	15.81K	+7.49%
Mar 31, 2026	RMB CAPITAL MANAGEMENT, LLC	0.32%	221.37K	11.63M	8.03K	+3.77%
Mar 31, 2026	IAG WEALTH PARTNERS, LLC	0.72%	500.7K	26.31M	7.5K	+1.52%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.58%	405.68K	21.32M	30.01K	+7.99%
Mar 31, 2026	EASTERN BANK	0.39%	275.53K	14.48M	53.87K	+24.30%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.39%	274.96K	14.45M	-49	-0.02%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.43%	1M	52.74M	-111.27K	-9.98%
Mar 31, 2026	MORGAN STANLEY	3.42%	2.39M	125.61M	15.88K	+0.67%
Mar 31, 2026	UBS GROUP AG	2.69%	1.88M	98.94M	152.15K	+8.79%
Mar 31, 2026	LPL FINANCIAL LLC	2.64%	1.85M	97.11M	-101.51K	-5.21%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	2.37%	1.66M	85.77M	311.65K	+23.13%
Mar 31, 2026	LINSCOMB & WILLIAMS, INC.	2.26%	1.58M	82.95M	-265.74K	-14.41%
Mar 31, 2026	CREATIVE PLANNING	2.17%	1.52M	79.77M	-264	-0.02%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.98%	1.35M	71.1M	-28K	-2.03%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.23%	156.99K	8.25M	-72K	-31.44%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.43%	1M	52.6M	2.68K	+0.27%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.51%	358.44K	18.83M	22.97K	+6.85%
Mar 31, 2026	COLONY GROUP, LLC	0.38%	263.49K	13.84M	-692	-0.26%
Mar 31, 2026	JPMORGAN CHASE & CO	0.38%	263.17K	13.58M	-28.97K	-9.92%
Mar 31, 2026	LIDO ADVISORS, LLC	0.36%	253.83K	13.34M	-14.71K	-5.48%
Mar 31, 2026	ATLANTIC UNION BANKSHARES CORP	0.35%	241.87K	12.71M	-50.28K	-17.21%
Mar 31, 2026	CONCORD WEALTH PARTNERS	0.34%	237.16K	12.46M	8.16K	+3.56%
Mar 31, 2026	DESTINATION WEALTH MANAGEMENT	0.34%	236.41K	12.42M	-657	-0.28%
Mar 31, 2026	AVANTAX PLANNING PARTNERS, INC.	0.33%	233.07K	12.25M	5.82K	+2.56%
Mar 31, 2026	MARINER, LLC	0.26%	183.16K	9.62M	-5.05K	-2.68%
Mar 31, 2026	CX INSTITUTIONAL	0.26%	178.69K	9.39M	1.05K	+0.59%
Mar 31, 2026	WHITE PINE INVESTMENT CO	0.25%	175.4K	9.22M	2.07K	+1.19%
Mar 31, 2026	HUNTINGTON NATIONAL BANK	0.51%	357.56K	18.79M	20.8K	+6.18%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.51%	354.42K	18.62M	11.63K	+3.39%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.47%	328.94K	17.28M	-3.52K	-1.06%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.44%	304.36K	15.99M	1.28K	+0.42%
Mar 31, 2026	MARION WEALTH MANAGEMENT	0.43%	299.97K	15.76M	21.73K	+7.81%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.42%	295.52K	15.53M	-17.17K	-5.49%
Mar 31, 2026	CONCORD ASSET MANAGEMENT, LLC/VA	0.25%	172.93K	9.09M	10.47K	+6.45%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.24%	167.58K	8.84M	136.54K	+439.86%
Mar 31, 2026	GOLDSTONE FINANCIAL GROUP, LLC	0.23%	161.65K	8.49M	-43.26K	-21.11%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.24%	161.01K	8.46M	1.73K	+1.09%
Dec 31, 2025	CAPITAL INVESTMENT COUNSEL, LLC	0.21%	140.68K	7.26M	3.41K	+2.48%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.51%	342.79K	17.69M	-115.35K	-25.18%
Dec 31, 2025	ROYAL BANK OF CANADA	0.84%	571.66K	29.5M	-27.06K	-4.52%
Dec 31, 2025	TRAJAN WEALTH LLC	0.53%	357.9K	18.47M	-3.07K	-0.85%
Dec 31, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	0.54%	371.54K	19.17M	7.45K	+2.04%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.31%	211.13K	10.89M	7.75K	+3.81%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.47%	998.42K	51.52M	63.06K	+6.74%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	2%	1.35M	69.52M	175.16K	+14.94%
Dec 31, 2025	UBS GROUP AG	2.55%	1.73M	89.32M	-35.22K	-1.99%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.31%	213.72K	11.35M	-12.49K	-5.52%
Dec 31, 2025	DESTINATION WEALTH MANAGEMENT	0.35%	237.07K	12.23M	5.36K	+2.31%
Dec 31, 2025	GOLDSTONE FINANCIAL GROUP, LLC	0.3%	204.91K	10.57M	12.46K	+6.48%
Dec 31, 2025	MARINER, LLC	0.28%	188.21K	9.71M	69.46K	+58.49%
Dec 31, 2025	SEGALL BRYANT & HAMILL, LLC	0.17%	116.38K	6.01M	116.38K	+100.00%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.17%	117.59K	6.07M	-1.98K	-1.66%
Dec 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.17%	116.94K	6.03M	-426	-0.36%
Dec 31, 2025	LINSCOMB & WILLIAMS, INC.	2.71%	1.84M	95.18M	15.77K	+0.86%
Dec 31, 2025	LEE-KELLEHER WEALTH MANAGEMENT	0.31%	213.82K	11.03M	9.91K	+4.86%
Dec 31, 2025	UNITED ADVISOR GROUP, LLC	0.21%	142.78K	7.37M	-4.78K	-3.24%
Dec 31, 2025	MELONE PRIVATE WEALTH, LLC	0.23%	156.39K	8.07M	-191.6K	-55.06%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.23%	159.28K	8.22M	4.24K	+2.73%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.26%	177.51K	9.22M	141.14K	+388.16%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.49%	335.47K	17.31M	27.55K	+8.95%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.49%	332.46K	17.15M	-4.52K	-1.34%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.46%	312.69K	16.13M	-63.3K	-16.84%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.45%	303.08K	15.64M	-5.98K	-1.93%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	6.9%	4.68M	241.37M	-16.22K	-0.35%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.65%	1.11M	57.53M	57.57K	+5.44%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.91%	615.61K	31.77M	42.36K	+7.39%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.87%	586.91K	30.28M	-22.2K	-3.65%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.81%	550.3K	28.4M	-2.68K	-0.48%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.81%	549.47K	28.35M	2.46K	+0.45%
Dec 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.74%	508.26K	26.23M	8.53K	+1.71%
Dec 31, 2025	IAG WEALTH PARTNERS, LLC	0.73%	493.2K	25.45M	7.87K	+1.62%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.72%	490.75K	25.32M	-17.44K	-3.43%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.55%	375.67K	19.39M	3.96K	+1.07%
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.43%	292.14K	15.07M	-48.43K	-14.22%
Dec 31, 2025	JPMORGAN CHASE & CO	0.43%	292.13K	15.07M	-46.7K	-13.78%
Dec 31, 2025	MARION WEALTH MANAGEMENT	0.41%	278.24K	14.99M	6.74K	+2.48%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.21%	141.51K	7.3M	-1.53K	-1.07%
Dec 31, 2025	CREATIVE PLANNING	2.25%	1.52M	78.36M	-2.7K	-0.18%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	2.05%	1.38M	71.28M	-7.28K	-0.52%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.4%	275.01K	14.19M	1.18K	+0.43%
Dec 31, 2025	LIDO ADVISORS, LLC	0.4%	268.54K	14.04M	-459	-0.17%
Dec 31, 2025	COLONY GROUP, LLC	0.39%	264.19K	13.63M	-14.27K	-5.12%
Dec 31, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.37%	251.33K	12.97M	-23.61K	-8.59%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.37%	251.04K	12.95M	12.33K	+5.16%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.34%	228.99K	11.82M	104.01K	+83.22%
Dec 31, 2025	CONCORD WEALTH PARTNERS	0.34%	229K	11.82M	-2.95K	-1.27%
Dec 31, 2025	CX INSTITUTIONAL	0.26%	177.64K	9.17M	-5.28K	-2.89%
Dec 31, 2025	WHITE PINE INVESTMENT CO	0.25%	173.34K	8.94M	3.82K	+2.25%
Dec 31, 2025	CONCORD ASSET MANAGEMENT, LLC/VA	0.24%	162.45K	8.38M	-2.99K	-1.81%
Dec 31, 2025	AVANTAX PLANNING PARTNERS, INC.	0.33%	227.25K	11.73M	-5.41K	-2.33%
Dec 31, 2025	LPL FINANCIAL LLC	2.87%	1.95M	100.61M	-39.73K	-2.00%
Dec 31, 2025	EASTERN BANK	0.32%	221.67K	11.44M	221.67K	+100.00%
Dec 31, 2025	RMB CAPITAL MANAGEMENT, LLC	0.32%	213.34K	11.02M	-9.71K	-4.35%
Dec 31, 2025	MORGAN STANLEY	3.5%	2.37M	122.55M	29.12K	+1.24%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0.5%	336.76K	17.38M	-4.99K	-1.46%
Dec 31, 2025	MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.	0.18%	119.2K	6.15M	411	+0.35%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.18%	124.78K	6.44M	-4.81K	-3.71%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.19%	130.9K	6.75M	1.74K	+1.34%
Dec 31, 2025	GSB WEALTH MANAGEMENT, LLC	0.2%	134.6K	6.95M	7.61K	+5.99%
Sep 30, 2025	LIDO ADVISORS, LLC	0.37%	269K	14.07M	-8.54K	-3.08%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.2%	143.04K	7.48M	1.02K	+0.72%
Sep 30, 2025	FAS WEALTH PARTNERS, INC.	0.18%	133.59K	6.99M	3.36K	+2.58%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.18%	129.59K	6.78M	18.26K	+16.40%
Sep 30, 2025	GSB WEALTH MANAGEMENT, LLC	0.17%	126.98K	6.64M	3.84K	+3.11%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.17%	124.98K	6.54M	14.73K	+13.36%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.16%	119.58K	6.25M	2.8K	+2.39%
Sep 30, 2025	MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.	0.16%	118.79K	6.21M	8.11K	+7.32%
Sep 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.16%	117.37K	6.14M	-283	-0.24%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.16%	116.95K	6.12M	-259.93K	-68.97%
Sep 30, 2025	LONG RUN WEALTH ADVISORS, LLC	0.15%	111.84K	5.85M	4.93K	+4.61%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.14%	105.73K	5.52M	5.96K	+5.97%
Sep 30, 2025	APEIRON RIA LLC	0.14%	102.3K	5.19M	-7.08K	-6.47%
Sep 30, 2025	JFS WEALTH ADVISORS, LLC	0.14%	101.33K	5.3M	25	+0.02%
Sep 30, 2025	MORGAN STANLEY	3.2%	2.35M	122.68M	-28.37K	-1.20%
Sep 30, 2025	LPL FINANCIAL LLC	2.72%	1.99M	104.06M	-28.06K	-1.39%
Sep 30, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	0.5%	364.09K	19.04M	4.33K	+1.20%
Sep 30, 2025	MELONE PRIVATE WEALTH, LLC	0.47%	347.99K	18.2M	13.46K	+4.02%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0.47%	341.75K	17.87M	1.17K	+0.34%
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.46%	340.57K	17.81M	-49.72K	-12.74%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.46%	336.98K	17.62M	-2.33K	-0.69%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.42%	309.06K	16.16M	-2.49K	-0.80%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.31%	226.21K	11.78M	-6.23K	-2.68%
Sep 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.3%	223.04K	11.67M	941	+0.42%
Sep 30, 2025	LEE-KELLEHER WEALTH MANAGEMENT	0.28%	203.91K	10.66M	13.2K	+6.92%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.28%	203.38K	10.64M	1.77K	+0.88%
Sep 30, 2025	GOLDSTONE FINANCIAL GROUP, LLC	0.26%	192.45K	10.06M	18.1K	+10.38%
Sep 30, 2025	CX INSTITUTIONAL	0.25%	182.92K	9.57M	19.38K	+11.85%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.78%	573.25K	29.98M	166.05K	+40.78%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.75%	552.98K	28.92M	-7.39K	-1.32%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.75%	547.01K	28.61M	17.33K	+3.27%
Sep 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.69%	508.18K	26.58M	-13.83K	-2.65%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.63%	458.14K	23.96M	7.65K	+1.70%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.51%	375.99K	19.66M	-633.37K	-62.75%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.51%	371.71K	19.5M	-400	-0.11%
Sep 30, 2025	TRAJAN WEALTH LLC	0.49%	360.97K	18.87M	-11.58K	-3.11%
Sep 30, 2025	WHITE PINE INVESTMENT CO	0.23%	169.52K	8.87M	3.97K	+2.40%
Sep 30, 2025	CONCORD ASSET MANAGEMENT, LLC/VA	0.23%	165.45K	8.65M	-71.64K	-30.22%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.21%	155.04K	8.11M	6.59K	+4.44%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.2%	148.5K	7.77M	136.1K	+1,097.58%
Sep 30, 2025	UNITED ADVISOR GROUP, LLC	0.2%	147.56K	7.72M	2.3K	+1.58%
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.68%	499.72K	26.14M	2.75K	+0.55%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.28%	935.36K	48.92M	-47.72K	-4.85%
Sep 30, 2025	IAG WEALTH PARTNERS, LLC	0.66%	485.33K	25.38M	14.67K	+3.12%
Sep 30, 2025	JPMORGAN CHASE & CO	0.46%	338.83K	17.72M	24.32K	+7.73%
Sep 30, 2025	COLONY GROUP, LLC	0.38%	278.46K	14.56M	18.09K	+6.95%
Sep 30, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.38%	274.94K	14.38M	-4.54K	-1.63%
Sep 30, 2025	MARION WEALTH MANAGEMENT	0.37%	271.51K	14.2M	1.83K	+0.68%
Sep 30, 2025	CONCORD WEALTH PARTNERS	0.32%	231.96K	12.13M	-5.13K	-2.16%
Sep 30, 2025	DESTINATION WEALTH MANAGEMENT	0.32%	231.71K	12.12M	3.35K	+1.47%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.37%	273.83K	14.32M	7.04K	+2.64%
Sep 30, 2025	CAPITAL INVESTMENT COUNSEL, LLC	0.19%	137.27K	7.18M	4.4K	+3.31%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	6.41%	4.69M	245.49M	-163.54K	-3.37%
Sep 30, 2025	LINSCOMB & WILLIAMS, INC.	2.5%	1.83M	95.65M	-2.57K	-0.14%
Sep 30, 2025	UBS GROUP AG	2.41%	1.77M	92.37M	-21.98K	-1.23%
Sep 30, 2025	CREATIVE PLANNING	2.08%	1.52M	79.56M	3.6K	+0.24%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.9%	1.39M	72.62M	13.2K	+0.96%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.44%	1.06M	55.3M	-69.86K	-6.20%
Sep 30, 2025	SOUTHSTATE CORP	0.13%	92.08K	4.82M	733	+0.80%
Sep 30, 2025	NIKULSKI FINANCIAL, INC.	0.13%	93.15K	4.87M	-168	-0.18%
Sep 30, 2025	INSPIRION WEALTH ADVISORS, LLC	0.13%	97.99K	5.01M	4.9K	+5.27%
Sep 30, 2025	ROYAL BANK OF CANADA	0.82%	598.72K	31.31M	38.24K	+6.82%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.83%	609.11K	31.86M	-141.15K	-18.81%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.6%	1.17M	61.3M	83.94K	+7.71%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	238.71K	12.49M	6.85K	+2.95%
Sep 30, 2025	AVANTAX PLANNING PARTNERS, INC.	0.32%	232.66K	12.17M	1.14K	+0.49%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.42%	307.92K	16.1M	36.58K	+13.48%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.38%	271.35K	13.6M	27.91K	+11.47%
Jun 30, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.39%	279.48K	14.01M	11.83K	+4.42%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.44%	311.55K	15.61M	-3.55K	-1.13%
Jun 30, 2025	JPMORGAN CHASE & CO	0.44%	314.51K	15.76M	2.06K	+0.66%
Jun 30, 2025	MELONE PRIVATE WEALTH, LLC	0.47%	334.53K	16.72M	7.74K	+2.37%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.48%	339.31K	17.01M	6.48K	+1.95%
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0.48%	340.58K	17.07M	6.72K	+2.01%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.53%	376.88K	18.89M	13.8K	+3.80%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.52%	372.11K	18.65M	-31.23K	-7.74%
Jun 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.55%	390.29K	19.56M	390.29K	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.75%	529.68K	26.55M	-3.94K	-0.74%
Jun 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.2%	142.02K	7.12M	3.78K	+2.73%
Jun 30, 2025	UNITED ADVISOR GROUP, LLC	0.2%	145.26K	7.28M	1.23K	+0.85%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.53%	1.09M	54.38M	466.92K	+75.16%
Jun 30, 2025	TRAJAN WEALTH LLC	0.53%	372.56K	18.67M	-17.76K	-4.55%
Jun 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.12%	88.08K	4.41M	-43.43K	-33.02%
Jun 30, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.12%	82.25K	4.12M	1.47K	+1.81%
Jun 30, 2025	PRIVATE CAPITAL MANAGEMENT, LLC	0.11%	79.63K	3.99M	-1.03K	-1.28%
Jun 30, 2025	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.11%	77.14K	3.87M	-1.62K	-2.06%
Jun 30, 2025	CAHILL FINANCIAL ADVISORS INC	0.11%	76.26K	3.82M	3.75K	+5.17%
Jun 30, 2025	NBT BANK N A /NY	0.09%	67.04K	3.36M	-3.73K	-5.27%
Jun 30, 2025	INDEPENDENCE BANK OF KENTUCKY	0.09%	65.98K	3.31M	-456	-0.69%
Jun 30, 2025	HANCOCK WHITNEY CORP	0.09%	65.77K	3.3M	-2.11K	-3.11%
Jun 30, 2025	TFG ADVISERS LLC	0.09%	64.34K	3.22M	-388	-0.60%
Jun 30, 2025	JNBA FINANCIAL ADVISORS	0.08%	58.98K	2.96M	-3.98K	-6.32%
Jun 30, 2025	WHITE PINE INVESTMENT CO	0.23%	165.55K	8.3M	-2.41K	-1.44%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.59%	1.13M	56.5M	-6.96K	-0.61%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.06%	750.26K	37.6M	-99.29K	-11.69%
Jun 30, 2025	TD WATERHOUSE CANADA INC.	0.14%	99.77K	5.08M	-2.6K	-2.54%
Jun 30, 2025	NIKULSKI FINANCIAL, INC.	0.13%	93.32K	4.68M	202	+0.22%
Jun 30, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	0.51%	359.76K	18.03M	23.3K	+6.93%
Jun 30, 2025	CONCORD ASSET MANAGEMENT, LLC/VA	0.33%	237.09K	11.88M	80.46K	+51.37%
Jun 30, 2025	LEE-KELLEHER WEALTH MANAGEMENT	0.27%	190.71K	9.56M	7.77K	+4.25%
Jun 30, 2025	MORGAN STANLEY	3.35%	2.37M	118.99B	-83.33K	-3.39%
Jun 30, 2025	GOLDSTONE FINANCIAL GROUP, LLC	0.25%	174.35K	9M	7.33K	+4.39%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	6.84%	4.86M	243.45M	241.59K	+5.23%
Jun 30, 2025	LPL FINANCIAL LLC	2.84%	2.02M	101.13M	12.52K	+0.62%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.21%	148.45K	7.44M	3.35K	+2.31%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.63%	450.49K	22.58M	-2.04K	-0.45%
Jun 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.7%	496.98K	24.91M	8.79K	+1.80%
Jun 30, 2025	IAG WEALTH PARTNERS, LLC	0.66%	470.66K	23.59M	-14.31K	-2.95%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.57%	407.2K	20.44M	32.36K	+8.63%
Jun 30, 2025	UBS GROUP AG	2.52%	1.79M	89.62M	175.55K	+10.89%
Jun 30, 2025	CREATIVE PLANNING	2.14%	1.52M	76.06M	-10.76K	-0.70%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.94%	1.38M	68.95M	-139.65K	-9.22%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	1.42%	1.01M	50.59M	24.56K	+2.49%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.39%	983.08K	49.27M	-59.86K	-5.74%
Jun 30, 2025	ROYAL BANK OF CANADA	0.79%	560.47K	28.09M	-211.59K	-27.41%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.79%	560.36K	28.09M	45.69K	+8.88%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.74%	522.01K	26.16M	22.88K	+4.58%
Jun 30, 2025	CONCORD WEALTH PARTNERS	0.33%	237.09K	11.88M	4.07K	+1.75%
Jun 30, 2025		0.25%	174.35K	9M	7.33K	+4.39%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.33%	232.44K	12M	720	+0.31%
Jun 30, 2025	CAPITAL INVESTMENT COUNSEL, LLC	0.19%	132.87K	6.66M	402	+0.30%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.19%	132K	6.62M	3.37K	+2.62%
Jun 30, 2025	FAS WEALTH PARTNERS, INC.	0.18%	130.22K	6.53M	2.36K	+1.85%
Jun 30, 2025	SAGE CAPITAL MANAGEMENT, LLC	0.13%	91.67K	4.59M	-1.61K	-1.73%
Jun 30, 2025	CX INSTITUTIONAL	0.23%	163.54K	8.2M	10.07K	+6.56%
Jun 30, 2025	COLONY GROUP, LLC	0.37%	260.36K	13.05M	6.56K	+2.59%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.38%	266.79K	13.37M	6.25K	+2.40%
Jun 30, 2025	MARION WEALTH MANAGEMENT	0.38%	269.68K	13.52M	7.8K	+2.98%
Jun 30, 2025	LIDO ADVISORS, LLC	0.39%	277.53K	13.91M	-5.78K	-2.04%
Jun 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.13%	88.71K	4.45M	-3.93K	-4.24%
Jun 30, 2025	JPL WEALTH MANAGEMENT, LLC	0.13%	89.52K	4.49M	1.53K	+1.74%
Jun 30, 2025	IFG ADVISORY, LLC	0.13%	91.07K	4.56M	10.09K	+12.46%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	231.86K	11.62M	25.65K	+12.44%
Jun 30, 2025	AVANTAX PLANNING PARTNERS, INC.	0.33%	231.52K	11.6M	770	+0.33%
Jun 30, 2025	DESTINATION WEALTH MANAGEMENT	0.32%	228.36K	11.45M	3.82K	+1.70%
Jun 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.31%	222.1K	11.13M	39.65K	+21.73%
Jun 30, 2025	JFS WEALTH ADVISORS, LLC	0.14%	101.31K	5.08M	-585	-0.57%
Jun 30, 2025	BEACON FINANCIAL GROUP	0.15%	104.72K	5.25M	-6.94K	-6.22%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.15%	106.54K	5.34M	753	+0.71%
Jun 30, 2025	LONG RUN WEALTH ADVISORS, LLC	0.15%	106.91K	5.36M	2.32K	+2.22%
Jun 30, 2025	FIRST HAWAIIAN BANK	0.15%	107.89K	5.41M	-35.92K	-24.98%
Jun 30, 2025	APEIRON RIA LLC	0.15%	109.38K	5.48M	-6.16K	-5.33%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.16%	111.33K	5.58M	13.14K	+13.39%
Jun 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.17%	117.65K	5.9M	-3.61K	-2.98%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.28%	201.61K	10.1M	-3.9K	-1.90%
Jun 30, 2025	MARINER, LLC	0.17%	120.88K	6.06M	-15.13K	-11.12%
Jun 30, 2025	GSB WEALTH MANAGEMENT, LLC	0.17%	123.15K	6.17M	13.64K	+12.46%
Jun 30, 2025	LINSCOMB & WILLIAMS, INC.	2.58%	1.83M	91.79M	11.24K	+0.62%
Mar 31, 2025	MORGAN STANLEY	3.56%	2.46M	121.69M	-32.75K	-1.32%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	6.68%	4.62M	228.57M	108.27K	+2.40%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.54%	374.84K	18.42M	75.74K	+25.32%
Mar 31, 2025	TRAJAN WEALTH LLC	0.57%	390.31K	19.33M	-40.72K	-9.45%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.58%	403.33K	19.98M	216.26K	+115.60%
Mar 31, 2025	ROYAL BANK OF CANADA	1.12%	772.06K	38.23M	15.09K	+1.99%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.23%	849.56K	42.07M	10.92K	+1.30%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	1.43%	984.8K	48.77M	821.58K	+503.35%
Mar 31, 2025	DESTINATION WEALTH MANAGEMENT	0.33%	224.55K	11.12M	-3.74K	-1.64%
Mar 31, 2025	AVANTAX PLANNING PARTNERS, INC.	0.33%	230.75K	11.43M	661	+0.29%
Mar 31, 2025	SANDY SPRING BANK	0.63%	433.01K	21.44M	-92.36K	-17.58%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.66%	452.53K	22.41M	-2.26K	-0.50%
Mar 31, 2025	IAG WEALTH PARTNERS, LLC	0.7%	484.97K	24.02M	5.81K	+1.21%
Mar 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.71%	488.19K	24.18M	10.32K	+2.16%
Mar 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.72%	499.12K	24.72M	-29.2K	-5.53%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.75%	514.68K	25.49M	-29.89K	-5.49%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.77%	533.61K	26.42M	17.71K	+3.43%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.9%	621.22K	30.55M	200.74K	+47.74%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.64%	1.13M	56.17M	-1.02K	-0.09%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	2.19%	1.52M	75.09M	44.29K	+3.01%
Mar 31, 2025	CREATIVE PLANNING	2.21%	1.53M	75.69M	-31.34K	-2.01%
Mar 31, 2025	UBS GROUP AG	2.33%	1.61M	79.86M	18.49K	+1.16%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.27%	186.84K	9.25M	24.62K	+15.18%
Mar 31, 2025	INVENIO WEALTH PARTNERS LLC	0.29%	200K	9.9M	8.95K	+4.68%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.3%	205.51K	10.18M	26.68K	+14.92%
Mar 31, 2025	COLONY GROUP, LLC	0.37%	253.8K	12.57M	25.26K	+11.05%
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0.48%	333.87K	16.53M	-1.07K	-0.32%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.35%	243.44K	12.05M	20.24K	+9.07%
Mar 31, 2025	LPL FINANCIAL LLC	2.9%	2.01M	99.3M	-75.6K	-3.63%
Mar 31, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.39%	267.66K	13.25M	20.34K	+8.22%
Mar 31, 2025	MARION WEALTH MANAGEMENT	0.38%	261.89K	12.97M	1.63K	+0.63%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.53%	363.08K	17.98M	-36.35K	-9.10%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.38%	260.54K	12.9M	17.31K	+7.12%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.48%	332.83K	16.48M	-2.57K	-0.77%
Mar 31, 2025	CONCORD WEALTH PARTNERS	0.34%	233.02K	11.54M	7.76K	+3.44%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.34%	231.72K	11.47M	-9.51K	-3.94%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	206.22K	10.21M	7.75K	+3.90%
Mar 31, 2025		0.23%	156.63K	7.31M	26.01K	+19.91%
Mar 31, 2025	MELONE PRIVATE WEALTH, LLC	0.47%	326.79K	16.18M	5.83K	+1.82%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.46%	315.1K	15.6M	2.46K	+0.79%
Mar 31, 2025	JPMORGAN CHASE & CO	0.45%	312.45K	15.47M	6.31K	+2.06%
Mar 31, 2025	LIDO ADVISORS, LLC	0.41%	283.31K	14.03M	-6.85K	-2.36%
Mar 31, 2025	CX INSTITUTIONAL	0.22%	153.47K	7.6M	-1.02K	-0.66%
Mar 31, 2025	WHITE PINE INVESTMENT CO	0.24%	167.96K	8.32M	4.56K	+2.79%
Mar 31, 2025	RMB CAPITAL MANAGEMENT, LLC	0.26%	182.45K	9.03M	-547	-0.30%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.51%	1.04M	51.65M	-51.48K	-4.70%
Mar 31, 2025	LINSCOMB & WILLIAMS, INC.	2.64%	1.82M	90.13M	-19.12K	-1.04%
Mar 31, 2024	ELKHORN PARTNERS LIMITED PARTNERSHIP	0.02%	17.7K	98K	17.7K	+100.00%
Sep 30, 2021	CROSSMARK GLOBAL HOLDINGS, INC.	0%	4.69K	309K	4.69K	+100.00%

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