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

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

HIGHTOWER ADVISORS, LLC, in the last quarter, reduced its stake in DTD by -10.17% restricting it's holding to 162.33 thousand shares of worth nearly $15.14M. RETIREMENT PLANNING GROUP also lessened -14.31% of the DTD shares from its portfolio, reducing its holding to 201.9 thousand shares of worth $18.83M. KESTRA ADVISORY SERVICES, LLC also shunned DTD shares holding by -9.61% last quarter which brought its holding to 202.65 thousand shares worth $18.90M.

Investors who are buying DTD stock?

As per its latest 13F filing, SAVVY ADVISORS, INC. increased its stake in DTD by 100% in the last quarter. The institutional holder raised its holding to 141.01 thousand shares having worth more than $13.15M. CETERA INVESTMENT ADVISERS also added 1.6% more shares of DTD to its portfolio, raising its holding to 145.77 thousand shares of worth $13.59M. INTEGRATED WEALTH CONCEPTS LLC also increased its DTD shares holding by 1,543.09% which brought its holding to 79.23 thousand shares worth $7.39M.

DTD's major insiders: who are they?

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

Did an insider recently sell DTD stock?

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

Which insider recently purchased DTD stock?

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

How much of DTD does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in DTD?

SAVVY ADVISORS, INC. is the largest institutional owner in DTD which holds 141.01 thousand shares worth $13.15M or 0.83% of the total DTD shares outstanding followed by CETERA INVESTMENT ADVISERS with ownership of 145.77 thousand shares representing 0.86% of the DTD ownership. HIGHTOWER ADVISORS, LLC is the third largest stakeholder with 162.33 thousand shares or 0.96% of the ownership worth more than $15.14M.

Is WisdomTree U.S. Total 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 DTD is concerned, it is a stock which is optionable.

Is there a short position on DTD's shares?

Number of DTD 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 DTD shares are there?

As of today, null shares of DTD are outstanding.

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

DTD 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 DTD is null.

WisdomTree US Total Dividend Fund (DTD) 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. SAVVY ADVISORS, INC. is the top corporate investor, holding 141.01K shares valued at $13.15M. A 0.83% stake in WisdomTree U.S. Total Dividend Fund is owned by the company. CETERA INVESTMENT ADVISERS owns 145.77K shares valued at $13.59M, which translates its holding of 0.86% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SAVVY ADVISORS, INC.	0.83%	141.01K	13.15M	141.01K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.86%	145.77K	13.59M	2.3K	+1.60%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.96%	162.33K	15.14M	-18.38K	-10.17%
Jun 30, 2026	RETIREMENT PLANNING GROUP	1.19%	201.9K	18.83M	-33.71K	-14.31%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	1.2%	202.65K	18.9M	-21.54K	-9.61%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.46%	79.23K	7.39M	74.41K	+1,543.09%
Jun 30, 2026	COLONY GROUP, LLC	0.18%	31.3K	2.92M	418	+1.35%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.38%	64.98K	6.06M	-82.43K	-55.92%
Jun 30, 2026	MELONE PRIVATE WEALTH, LLC	0.49%	83.01K	7.74M	-847	-1.01%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.63%	106.94K	9.97M	4.31K	+4.20%
Jun 30, 2026	VERTEX PLANNING PARTNERS, LLC	0.69%	117.05K	10.91M	17.05K	+17.05%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.73%	123.9K	11.56M	47.09K	+61.30%
Jun 30, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.75%	126.86K	11.83M	7.79K	+6.54%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.81%	137.08K	12.78M	-5.52K	-3.87%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.66%	280.65K	26.17M	7.51K	+2.75%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.18%	369.58K	34.46M	-2.98K	-0.80%
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	0.31%	52.07K	4.86M	0	0
Jun 30, 2026	BANK OF AMERICA CORP /DE/	8.91%	1.51M	140.63M	2.87K	+0.19%
Jun 30, 2026	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.12%	20.33K	1.9M	112	+0.55%
Jun 30, 2026	PCA INVESTMENT ADVISORY SERVICES INC.	0.07%	12.38K	1.15M	59	+0.48%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.07%	12.76K	1.19M	12.76K	+100.00%
Jun 30, 2026	SHARPER & GRANITE LLC	0.08%	13.44K	1.25M	0	0
Jun 30, 2026	BLAIR WILLIAM & CO/IL	0.08%	14.11K	1.32M	0	0
Jun 30, 2026	HB WEALTH MANAGEMENT, LLC	0.08%	14.49K	1.35M	0	0
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.09%	14.56K	1.36M	6.98K	+92.08%
Jun 30, 2026	SAVANT CAPITAL, LLC	0.09%	15.51K	1.39M	7.75K	+100.00%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	15.83K	1.5M	2	+0.01%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.09%	16.21K	1.51M	26	+0.16%
Jun 30, 2026	KEY FINANCIAL INC	0.1%	17.59K	1.64M	700	+4.15%
Jun 30, 2026	CLEARWATER CAPITAL ADVISORS, LLC	0.11%	18.12K	1.69M	0	0
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.11%	18.48K	1.72M	-1.67K	-8.29%
Jun 30, 2026	PINNACLE FINANCIAL GROUP, LLC / IL	1.42%	240.72K	22.45M	-4.4K	-1.79%
Jun 30, 2026	CONNECTICUT WEALTH MANAGEMENT, LLC	1.58%	266.74K	24.87M	-2.17K	-0.81%
Jun 30, 2026	626 FINANCIAL, LLC	1.81%	305.79K	28.51M	10.89K	+3.69%
Jun 30, 2026	LPL FINANCIAL LLC	5.42%	917.13K	85.52M	16.05K	+1.78%
Jun 30, 2026	MORGAN STANLEY	7.32%	1.24M	115.66M	24.02K	+1.97%
Jun 30, 2026	VERUS CAPITAL PARTNERS, LLC	0.11%	19.32K	1.8M	-820	-4.07%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.42%	71.95K	6.71M	0	0
Jun 30, 2026	ROYAL BANK OF CANADA	0.38%	63.82K	5.95M	-5.79K	-8.32%
Jun 30, 2026	ITAU UNIBANCO HOLDING S.A.	0.14%	23.54K	2.19M	23.54K	+100.00%
Jun 30, 2026	SONATA CAPITAL GROUP INC	0.11%	19.05K	1.78M	0	0
Jun 30, 2026	AVANT CAPITAL LLC	0.19%	31.57K	2.94M	565	+1.82%
Jun 30, 2026	LCNB CORP	0.19%	31.73K	2.96M	-1.66K	-4.96%
Jun 30, 2026	CERTIFIED ADVISORY CORP	0.19%	31.92K	2.98M	-163	-0.51%
Jun 30, 2026	CREATIVE PLANNING	0.2%	34.42K	3.21M	587	+1.74%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.22%	37.52K	3.5M	-1.32K	-3.41%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.22%	38K	3.54M	1	0.00%
Jun 30, 2026	JPMORGAN CHASE & CO	0.45%	75.91K	7.09M	3.59K	+4.96%
Jun 30, 2026	UBS GROUP AG	0.56%	95.53K	8.91M	-54	-0.06%
Jun 30, 2026	MARINER, LLC	0.15%	25.14K	2.34M	311	+1.25%
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.15%	25.95K	2.42M	0	0
Jun 30, 2026	CITADEL ADVISORS LLC	0.15%	26.11K	2.43M	14.87K	+132.18%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	30.36K	2.83M	-1.55K	-4.85%
Jun 30, 2026	ENVISION FINANCIAL LLC	0.26%	44.11K	4.11M	-11.57K	-20.78%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.28%	46.76K	4.36M	44.19K	+1,720.01%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.29%	48.82K	4.55M	21.67K	+79.79%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.45%	76.97K	7.18M	5.01K	+6.96%
Jun 30, 2026	FFG RETIREMENT ADVISORS LLC	0.35%	59.77K	5.57M	-414	-0.69%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.31%	53.21K	4.96M	749	+1.43%
Jun 30, 2026	CHERRYDALE WEALTH MANAGEMENT, LLC	0.11%	18.79K	1.75M	93	+0.50%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	31.18K	2.91M	1.38K	+4.63%
Jun 30, 2026	FMR LLC	0.12%	20.76K	1.94M	2.15K	+11.52%
Mar 31, 2026	VERTEX PLANNING PARTNERS, LLC	0.59%	100K	8.64M	2.73K	+2.81%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	8.81%	1.51M	130M	-140.66K	-8.55%
Mar 31, 2026	626 FINANCIAL, LLC	1.73%	294.9K	25.47M	-18.98K	-6.05%
Mar 31, 2026	COLONY GROUP, LLC	0.18%	30.88K	2.7M	-281	-0.90%
Mar 31, 2026	CWM, LLC	0.28%	48.63K	4.2M	-431	-0.88%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.3%	52.07K	4.5M	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.31%	52.47K	4.53M	2.16K	+4.28%
Mar 31, 2026	FFG RETIREMENT ADVISORS LLC	0.35%	60.19K	5.2M	-15.38K	-20.35%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	29.8K	2.57M	104	+0.35%
Mar 31, 2026	ENVISION FINANCIAL LLC	0.33%	55.68K	4.81M	-9.85K	-15.04%
Mar 31, 2026	ROYAL BANK OF CANADA	0.41%	69.61K	6.01M	-17.15K	-19.77%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.6%	102.64K	8.86M	1.7K	+1.69%
Mar 31, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.7%	119.07K	10.28M	18.03K	+17.84%
Mar 31, 2026	PINNACLE FINANCIAL GROUP, LLC / IL	1.43%	245.12K	21.17M	-9.53K	-3.74%
Mar 31, 2026	KEY FINANCIAL INC	0.1%	16.89K	1.46M	2.16K	+14.63%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.85%	142.6K	12.32M	2.2K	+1.56%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.84%	143.47K	12.39M	927	+0.65%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.86%	147.41K	12.73M	74.09K	+101.04%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.88%	149.79K	12.94M	81.04K	+117.88%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	1.06%	180.71K	15.61M	-12.89K	-6.66%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.31%	224.18K	19.36M	24.42K	+12.22%
Mar 31, 2026	RETIREMENT PLANNING GROUP	1.38%	235.62K	20.35M	-11.37K	-4.60%
Mar 31, 2026	CONNECTICUT WEALTH MANAGEMENT, LLC	1.57%	268.91K	23.22M	0	0
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.6%	273.14K	23.59M	13.83K	+5.33%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.18%	372.56K	32.17M	-19.31K	-4.93%
Mar 31, 2026	LPL FINANCIAL LLC	5.27%	901.08K	77.82M	62.55K	+7.46%
Mar 31, 2026	MORGAN STANLEY	7.12%	1.22M	105.05M	53.41K	+4.59%
Mar 31, 2026	SONATA CAPITAL GROUP INC	0.11%	19.05K	1.65M	-350	-1.80%
Mar 31, 2026	VERUS CAPITAL PARTNERS, LLC	0.12%	20.14K	1.74M	146	+0.73%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.12%	20.14K	1.74M	1.1K	+5.79%
Mar 31, 2026	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.12%	20.22K	1.76M	-644	-3.09%
Mar 31, 2026	GATEWAY WEALTH PARTNERS, LLC	0.13%	22.22K	1.92M	11.53K	+107.73%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.15%	25.95K	2.24M	25.95K	+100.00%
Mar 31, 2026	CREATIVE PLANNING	0.2%	33.83K	2.92M	-266	-0.78%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	10.68K	921.98K	-46	-0.43%
Mar 31, 2026	KMG FIDUCIARY PARTNERS, LLC	0.07%	11.06K	954.97K	142	+1.30%
Mar 31, 2026	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.07%	11.09K	957.73K	-388	-3.38%
Mar 31, 2026	JFS WEALTH ADVISORS, LLC	0.07%	11.64K	1.01M	-485	-4.00%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.07%	11.85K	1.02M	-215	-1.78%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.07%	11.91K	1.03M	11.91K	+100.00%
Mar 31, 2026	PANORAMIC INVESTMENT ADVISORS, LLC	0.07%	12.07K	1.04M	270	+2.29%
Mar 31, 2026	PCA INVESTMENT ADVISORY SERVICES INC.	0.07%	12.32K	1.06M	0	0
Mar 31, 2026	SHARPER & GRANITE LLC	0.08%	13.44K	1.16M	150	+1.13%
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0.08%	14.11K	1.22M	0	0
Mar 31, 2026	HB WEALTH MANAGEMENT, LLC	0.09%	14.49K	1.25M	525	+3.76%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	15.83K	1.37M	-2.31K	-12.74%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.42%	71.95K	6.21M	4.6K	+6.83%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.45%	76.81K	6.63M	-26.95K	-25.97%
Mar 31, 2026	CLEARWATER CAPITAL ADVISORS, LLC	0.11%	18.12K	1.56M	0	0
Mar 31, 2026	MARINER, LLC	0.15%	24.83K	2.14M	-73	-0.29%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	27.16K	2.35M	1.09K	+4.18%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.42%	71.96K	6.21M	13.39K	+22.85%
Mar 31, 2026	JPMORGAN CHASE & CO	0.42%	72.32K	6.13M	1.83K	+2.59%
Mar 31, 2026	FMR LLC	0.11%	18.61K	1.61M	1.23K	+7.06%
Mar 31, 2026	CHERRYDALE WEALTH MANAGEMENT, LLC	0.11%	18.7K	1.61M	79	+0.42%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.11%	19.03K	1.64M	-5.27K	-21.68%
Mar 31, 2026	AVANT CAPITAL LLC	0.18%	31.01K	2.68M	-657	-2.08%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	31.91K	2.76M	-3.11K	-8.89%
Mar 31, 2026	CERTIFIED ADVISORY CORP	0.19%	32.08K	2.77M	-1.95K	-5.72%
Mar 31, 2026	LCNB CORP	0.2%	33.38K	2.88M	0	0
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.22%	38K	3.28M	0	0
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.23%	38.85K	3.35M	-572	-1.45%
Mar 31, 2026	MELONE PRIVATE WEALTH, LLC	0.49%	83.86K	7.24M	3.66K	+4.56%
Mar 31, 2026	UBS GROUP AG	0.56%	95.59K	8.25M	4.41K	+4.84%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.84%	140.41K	11.92M	-4.42K	-3.05%
Dec 31, 2025	CREATIVE PLANNING	0.2%	34.1K	2.89M	444	+1.32%
Dec 31, 2025	AVANT CAPITAL LLC	0.19%	31.66K	2.69M	184	+0.58%
Dec 31, 2025	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0.2%	32.97K	2.8M	42	+0.13%
Dec 31, 2025	CERTIFIED ADVISORY CORP	0.2%	34.03K	2.89M	737	+2.21%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.23%	38K	3.23M	436	+1.16%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.35%	58.58K	4.97M	-4.74K	-7.48%
Dec 31, 2025	KEY FINANCIAL INC	0.09%	14.73K	1.25M	289	+2.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	35.02K	2.97M	-721	-2.02%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.1%	16.37K	1.39M	-829	-4.82%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.11%	17.7K	1.5M	9.38K	+112.76%
Dec 31, 2025	CLEARWATER CAPITAL ADVISORS, LLC	0.11%	18.12K	1.54M	0	0
Dec 31, 2025	ENVISION FINANCIAL LLC	0.39%	65.53K	5.56M	2.22K	+3.51%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.4%	67.35K	5.72M	4.27K	+6.77%
Dec 31, 2025	MELONE PRIVATE WEALTH, LLC	0.48%	80.2K	6.81M	-62.44K	-43.77%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.6%	101.04K	8.58M	12.96K	+14.71%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.61%	100.93K	8.57M	41.8K	+70.69%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.62%	103.76K	8.81M	4.85K	+4.90%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.85%	142.54K	12.1M	-15.89K	-10.03%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.31%	52.07K	4.42M	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.52%	86.76K	7.37M	16.02K	+22.65%
Dec 31, 2025	COLONY GROUP, LLC	0.19%	31.16K	2.64M	954	+3.16%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	29.69K	2.52M	136	+0.46%
Dec 31, 2025	MARINER, LLC	0.15%	24.9K	2.11M	-39	-0.16%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.15%	24.29K	2.06M	-7.28K	-23.07%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	12.07K	1.02M	-33	-0.27%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.07%	12.09K	1.03M	1.26K	+11.65%
Dec 31, 2025	PCA INVESTMENT ADVISORY SERVICES INC.	0.07%	12.32K	1.05M	0	0
Dec 31, 2025	SHARPER & GRANITE LLC	0.08%	13.29K	1.13M	0	0
Dec 31, 2025	HB WEALTH MANAGEMENT, LLC	0.08%	13.97K	1.19M	0	0
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.11%	19.04K	1.62M	382	+2.05%
Dec 31, 2025	VERTEX PLANNING PARTNERS, LLC	0.58%	97.27K	8.26M	1.62K	+1.70%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	18.14K	1.57M	1.41K	+8.41%
Dec 31, 2025	CHERRYDALE WEALTH MANAGEMENT, LLC	0.11%	18.62K	1.58M	105	+0.57%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.24%	39.42K	3.35M	2.03K	+5.42%
Dec 31, 2025	CWM, LLC	0.29%	49.06K	4.16M	3.39K	+7.42%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.3%	50.31K	4.27M	218	+0.44%
Dec 31, 2025	JPMORGAN CHASE & CO	0.42%	70.49K	5.98M	-5.65K	-7.42%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	26.07K	2.21M	-21.9K	-45.66%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.16%	193.6K	16.43M	94	+0.05%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.19%	199.77K	16.96M	29.57K	+17.37%
Dec 31, 2025	JANE STREET GROUP, LLC	0.13%	22.04K	1.87M	22.04K	+100.00%
Dec 31, 2025	MORGAN STANLEY	6.92%	1.16M	98.71M	52.59K	+4.74%
Dec 31, 2025	FFG RETIREMENT ADVISORS LLC	0.45%	75.56K	6.41M	-1.29K	-1.68%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.44%	73.32K	6.22M	3.97K	+5.72%
Dec 31, 2025	RETIREMENT PLANNING GROUP	1.48%	246.99K	20.96M	14.96K	+6.45%
Dec 31, 2025	PINNACLE FINANCIAL GROUP, LLC / IL	1.53%	254.65K	21.61M	-6.62K	-2.53%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.55%	259.31K	22.01M	19.53K	+8.15%
Dec 31, 2025	CONNECTICUT WEALTH MANAGEMENT, LLC	1.61%	268.91K	22.83M	-2.31K	-0.85%
Dec 31, 2025	626 FINANCIAL, LLC	1.89%	313.88K	26.64M	5.33K	+1.73%
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.08%	14.11K	1.2B	0	0
Dec 31, 2025	LCNB CORP	0.2%	33.38K	2.83M	0	0
Dec 31, 2025	UBS GROUP AG	0.54%	91.18K	7.74M	-1.17K	-1.27%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.33%	391.87K	33.26M	9.45K	+2.47%
Dec 31, 2025	LPL FINANCIAL LLC	5.01%	838.53K	71.17M	39.24K	+4.91%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	9.8%	1.65M	139.71M	7.66K	+0.47%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	11.39K	966K	-10	-0.09%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.07%	11.47K	974K	970	+9.23%
Dec 31, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.07%	11.48K	974.25K	236	+2.10%
Dec 31, 2025	PANORAMIC INVESTMENT ADVISORS, LLC	0.07%	11.8K	1M	223	+1.93%
Dec 31, 2025	MGO PRIVATE WEALTH, LLC	0.07%	12.06K	1.02M	-81	-0.67%
Dec 31, 2025	JFS WEALTH ADVISORS, LLC	0.07%	12.13K	1.03M	-243	-1.96%
Dec 31, 2025	SONATA CAPITAL GROUP INC	0.12%	19.4K	1.65M	0	0
Dec 31, 2025	VERUS CAPITAL PARTNERS, LLC	0.12%	19.99K	1.7M	135	+0.68%
Dec 31, 2025	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.13%	20.87K	1.77M	20.87K	+100.00%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.41%	68.75K	5.84M	3.57K	+5.48%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.21%	37.57K	3.16M	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.36%	63.31K	5.32M	5.13K	+8.81%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	29.56K	2.48M	-209	-0.70%
Sep 30, 2025	VERUS CAPITAL PARTNERS, LLC	0.11%	19.86K	1.67M	749	+3.92%
Sep 30, 2025	RETIREMENT PLANNING GROUP	1.31%	232.03K	19.49M	229.45K	+8,896.74%
Sep 30, 2025	PINNACLE FINANCIAL GROUP, LLC / IL	1.48%	261.26K	21.95M	-5.55K	-2.08%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.1%	193.5K	16.25M	-1.84K	-0.94%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.82%	144.83K	12.17M	-2.96K	-2.00%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.11%	18.66K	1.57M	702	+3.91%
Sep 30, 2025	CHERRYDALE WEALTH MANAGEMENT, LLC	0.1%	18.51K	1.56M	-136	-0.73%
Sep 30, 2025	CLEARWATER CAPITAL ADVISORS, LLC	0.1%	18.12K	1.52M	-125	-0.69%
Sep 30, 2025	LPL FINANCIAL LLC	4.52%	799.29K	67.14M	34.36K	+4.49%
Sep 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.08%	13.72K	1.15B	18	+0.13%
Sep 30, 2025	SHARPER & GRANITE LLC	0.08%	13.29K	1.12M	-400	-2.92%
Sep 30, 2025	JFS WEALTH ADVISORS, LLC	0.07%	12.37K	1.04M	8	+0.06%
Sep 30, 2025	PCA INVESTMENT ADVISORY SERVICES INC.	0.07%	12.32K	1.03M	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	12.1K	1.02M	-1.13K	-8.53%
Sep 30, 2025	PANORAMIC INVESTMENT ADVISORS, LLC	0.07%	11.57K	972.14K	1	+0.01%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.06%	11.4K	957K	0	0
Sep 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.06%	11.24K	944.33K	0	0
Sep 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.06%	10.97K	921.27K	1.65K	+17.67%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.06%	10.83K	906.31K	-284	-2.56%
Sep 30, 2025	KMG FIDUCIARY PARTNERS, LLC	0.06%	10.59K	889.31K	-196	-1.82%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.06%	10.5K	882K	-348	-3.21%
Sep 30, 2025	WHITTIER TRUST CO OF NEVADA INC	0.06%	10.47K	881.53K	-240	-2.24%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.06%	9.96K	836.68K	-361	-3.50%
Sep 30, 2025	CREATIVE PLANNING	0.19%	33.66K	2.83M	-945	-2.73%
Sep 30, 2025	AVANT CAPITAL LLC	0.18%	31.48K	2.64M	-860	-2.66%
Sep 30, 2025	SONATA CAPITAL GROUP INC	0.11%	19.4K	1.63M	0	0
Sep 30, 2025	MORGAN STANLEY	6.29%	1.11M	93.27M	32.8K	+3.04%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.16%	382.42K	32.12M	-19.86K	-4.94%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.36%	239.78K	20.14M	11.21K	+4.90%
Sep 30, 2025	LCNB CORP	0.19%	33.38K	2.8M	9.02K	+37.00%
Sep 30, 2025	CERTIFIED ADVISORY CORP	0.19%	33.29K	2.8M	2.08K	+6.65%
Sep 30, 2025	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0.19%	32.93K	2.77M	1.34K	+4.24%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.18%	31.57K	2.65M	-5.7K	-15.29%
Sep 30, 2025	COLONY GROUP, LLC	0.17%	30.2K	2.54M	26	+0.09%
Sep 30, 2025	MARINER, LLC	0.14%	24.94K	2.1M	840	+3.49%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.96%	170.2K	14.3M	25.7K	+17.79%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.39%	69.35K	5.83M	1.22K	+1.79%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.37%	65.18K	5.47M	3.06K	+4.93%
Sep 30, 2025	FMR LLC	0.1%	18.18K	1.53M	-224	-1.22%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	16.74K	1.4M	-5.68K	-25.34%
Sep 30, 2025	KEY FINANCIAL INC	0.08%	14.44K	1.22M	6.5K	+81.83%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.08%	14.11K	1.19M	0	0
Sep 30, 2025	HB WEALTH MANAGEMENT, LLC	0.08%	13.97K	1.17M	-65	-0.46%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	9.27%	1.64M	137.62M	-300.29K	-15.49%
Sep 30, 2025	626 FINANCIAL, LLC	1.75%	308.56K	25.92M	-1.46K	-0.47%
Sep 30, 2025	CONNECTICUT WEALTH MANAGEMENT, LLC	1.54%	271.22K	22.78M	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.9%	158.43K	13.31M	-194.63K	-55.13%
Sep 30, 2025	MELONE PRIVATE WEALTH, LLC	0.81%	142.64K	11.98M	17.67K	+14.14%
Sep 30, 2025	CORNERSTONE PLANNING GROUP LLC	0.72%	127.36K	11.51M	127.36K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.56%	98.92K	8.25M	5.92K	+6.36%
Sep 30, 2025	VERTEX PLANNING PARTNERS, LLC	0.54%	95.65K	8.03M	2.15K	+2.29%
Sep 30, 2025	UBS GROUP AG	0.52%	92.35K	7.76M	4.23K	+4.79%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.5%	88.09K	7.4M	5.47K	+6.62%
Sep 30, 2025	FFG RETIREMENT ADVISORS LLC	0.44%	76.85K	6.46M	-1.46K	-1.87%
Sep 30, 2025	JPMORGAN CHASE & CO	0.43%	76.14K	6.4M	-663	-0.86%
Sep 30, 2025	ROYAL BANK OF CANADA	0.4%	70.74K	5.94M	6.82K	+10.66%
Sep 30, 2025	ENVISION FINANCIAL LLC	0.36%	63.31K	5.32M	-1.77K	-2.72%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.36%	63.08K	5.3M	-49.52K	-43.98%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	59.13K	4.97M	3.05K	+5.44%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.29%	52.07K	4.37M	-1.16K	-2.18%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.28%	50.09K	4.21M	534	+1.08%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.27%	47.97K	4.03M	42.22K	+734.21%
Sep 30, 2025	CWM, LLC	0.26%	45.67K	3.84M	2.51K	+5.81%
Sep 30, 2025	CITADEL ADVISORS LLC	0.23%	40.19K	3.38M	16.79K	+71.77%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.21%	37.39K	3.14M	-257	-0.68%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	35.74K	3M	-13.71K	-27.72%
Jun 30, 2025	VERTEX PLANNING PARTNERS, LLC	0.55%	93.5K	7.44M	120	+0.13%
Jun 30, 2025	CERTIFIED ADVISORY CORP	0.18%	31.21K	2.48M	-407	-1.29%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.66%	112.59K	8.95M	68K	+152.49%
Jun 30, 2025	MELONE PRIVATE WEALTH, LLC	0.74%	124.97K	9.87M	2.53K	+2.06%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.85%	144.5K	11.49M	10.46K	+7.81%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.87%	147.78K	11.75M	-4.27K	-2.81%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	1.15%	195.34K	15.53M	-1.13K	-0.57%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.35%	228.57K	18.18M	18.09K	+8.60%
Jun 30, 2025	PINNACLE FINANCIAL GROUP, LLC / IL	1.57%	266.81K	21.22M	-2.78K	-1.03%
Jun 30, 2025	COLONY GROUP, LLC	0.18%	30.18K	2.4M	3.35K	+12.47%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.22%	37.57K	2.99M	0	0
Jun 30, 2025	ENVISION FINANCIAL LLC	0.38%	65.08K	5.18M	-58	-0.09%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	49.45K	3.93M	1.39K	+2.89%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.55%	93K	7.4M	19.03K	+25.72%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.22%	37.65K	2.99M	2.59K	+7.38%
Jun 30, 2025	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0.19%	31.59K	2.51M	-1.42K	-4.31%
Jun 30, 2025	AVANT CAPITAL LLC	0.19%	32.34K	2.57M	876	+2.78%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.4%	68.14K	5.42M	3.97K	+6.18%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.09%	15.66K	1.25M	-231	-1.45%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.11%	17.96K	1.43M	777	+4.52%
Jun 30, 2025	CLEARWATER CAPITAL ADVISORS, LLC	0.11%	18.24K	1.45M	0	0
Jun 30, 2025	VERUS CAPITAL PARTNERS, LLC	0.11%	19.11K	1.52M	1.16K	+6.46%
Jun 30, 2025	SONATA CAPITAL GROUP INC	0.11%	19.4K	1.54M	-560	-2.81%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.13%	22.42K	1.81M	5.28K	+30.79%
Jun 30, 2025	CITADEL ADVISORS LLC	0.14%	23.4K	1.86M	-20.73K	-46.98%
Jun 30, 2025	MARINER, LLC	0.14%	24.1K	1.92M	3.1K	+14.77%
Jun 30, 2025	LCNB CORP	0.14%	24.37K	1.94M	-600	-2.40%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	29.77K	2.37M	141	+0.48%
Jun 30, 2025	CREATIVE PLANNING	0.2%	34.6K	2.75M	-203	-0.58%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.22%	37.28K	2.96M	29.34K	+369.93%
Jun 30, 2025	CWM, LLC	0.25%	43.17K	3.43M	23.53K	+119.78%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.28%	48.2K	3.83M	2.14K	+4.64%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.29%	49.56K	3.94M	134	+0.27%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.31%	53.24K	4.23M	-526	-0.98%
Jun 30, 2025	CONNECTICUT WEALTH MANAGEMENT, LLC	1.6%	271.22K	21.57M	-5.07K	-1.83%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	56.08K	4.46M	656	+1.18%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.34%	58.19K	4.63M	9.15K	+18.67%
Jun 30, 2025	ROYAL BANK OF CANADA	0.38%	63.93K	5.08M	490	+0.77%
Jun 30, 2025	626 FINANCIAL, LLC	1.83%	310.01K	24.65M	-2.72K	-0.87%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	2.08%	353.06K	28.08M	-212	-0.06%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.37%	402.28K	31.99M	16.22K	+4.20%
Jun 30, 2025	LPL FINANCIAL LLC	4.5%	764.93K	60.83M	17.1K	+2.29%
Jun 30, 2025	JPMORGAN CHASE & CO	0.45%	76.81K	6.11M	2.04K	+2.73%
Jun 30, 2025	MORGAN STANLEY	6.34%	1.08M	85.69M	-44.18K	-3.94%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	11.41%	1.94M	154.15M	2.86K	+0.15%
Jun 30, 2025	FMR LLC	0.11%	18.4K	1.46M	5.88K	+47.02%
Jun 30, 2025	CHERRYDALE WEALTH MANAGEMENT, LLC	0.11%	18.65K	1.48M	108	+0.58%
Jun 30, 2025		0.38%	65.08K	5.18M	-58	-0.09%
Jun 30, 2025	FFG RETIREMENT ADVISORS LLC	0.46%	78.31K	6.23M	-6.41K	-7.57%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.49%	82.62K	6.57M	7.43K	+9.89%
Jun 30, 2025	UBS GROUP AG	0.52%	88.13K	7.01M	-896	-1.01%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	0.21%	35.06K	2.7M	258	+0.74%
Mar 31, 2025	SONATA CAPITAL GROUP INC	0.12%	19.96K	1.54M	0	0
Mar 31, 2025		0.15%	25.07K	1.93M	5.08K	+25.41%
Mar 31, 2025	CERTIFIED ADVISORY CORP	0.19%	31.62K	2.43M	-2.54K	-7.42%
Mar 31, 2025	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0.19%	33.01K	2.54M	-209	-0.63%
Mar 31, 2025	CREATIVE PLANNING	0.21%	34.8K	2.68M	-2K	-5.44%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.22%	37.57K	2.89M	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	0.26%	44.12K	3.4M	7.86K	+21.69%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	2.08%	353.27K	27.18M	8.29K	+2.40%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.28%	386.06K	29.71M	11.05K	+2.95%
Mar 31, 2025	LPL FINANCIAL LLC	4.41%	747.83K	57.55M	44.62K	+6.34%
Mar 31, 2025	MORGAN STANLEY	6.61%	1.12M	86.32M	-117.43K	-9.48%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	11.41%	1.94M	148.95M	-72.7K	-3.62%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.79%	134.04K	4.28M	29.23K	+27.88%
Mar 31, 2025	VERUS CAPITAL PARTNERS, LLC	0.11%	17.95K	1.38M	173	+0.97%
Mar 31, 2025	CLEARWATER CAPITAL ADVISORS, LLC	0.11%	18.24K	1.4M	-81	-0.44%
Mar 31, 2025	ROYAL BANK OF CANADA	0.37%	63.44K	4.88M	204	+0.32%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.44%	73.97K	5.69M	31.3K	+73.34%
Mar 31, 2025	626 FINANCIAL, LLC	1.84%	312.73K	24.06M	8.92K	+2.94%
Mar 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.26%	44.59K	3.43M	44.59K	+100.00%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.27%	46.06K	3.54M	5.03K	+12.27%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.28%	48.06K	3.7M	-625	-1.28%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.29%	49.42K	3.8M	135	+0.27%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.29%	49.47K	3.81M	-125.32K	-71.70%
Mar 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.3%	50.37K	3.88M	44.87K	+816.10%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.32%	53.76K	4.14M	-4.67K	-7.99%
Mar 31, 2025	CHERRYDALE WEALTH MANAGEMENT, LLC	0.11%	18.54K	1.43M	84	+0.46%
Mar 31, 2025	FFG RETIREMENT ADVISORS LLC	0.5%	84.73K	6.52M	23.76K	+38.97%
Mar 31, 2025	UBS GROUP AG	0.52%	89.02K	6.85M	-1.95K	-2.15%
Mar 31, 2025	VERTEX PLANNING PARTNERS, LLC	0.55%	93.38K	7.19M	2.3K	+2.53%
Mar 31, 2025	PINNACLE FINANCIAL GROUP, LLC / IL	1.59%	269.59K	20.75M	-11.15K	-3.97%
Mar 31, 2025	CONNECTICUT WEALTH MANAGEMENT, LLC	1.63%	276.29K	21.26M	-51.46K	-15.70%
Mar 31, 2025	MARINER, LLC	0.12%	21K	1.62M	7.32K	+53.45%
Mar 31, 2025	LCNB CORP	0.15%	24.97K	1.92M	-150	-0.60%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	55.43K	4.27M	-1.21K	-2.14%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.38%	64.17K	4.94M	54.75K	+581.43%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.24%	210.47K	16.2M	20.63K	+10.87%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.29%	49.03K	3.77M	2.34K	+5.00%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.9%	152.05K	11.66M	4.16K	+2.81%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	1.16%	196.47K	15.12M	642	+0.33%
Mar 31, 2025	ARVEST INVESTMENTS, INC.	0.11%	18.49K	1.42M	-751	-3.90%
Mar 31, 2025	ARVEST BANK TRUST DIVISION	0.11%	19.24K	1.48M	-1.17K	-5.71%
Mar 31, 2025	CWM, LLC	0.12%	19.64K	1.51M	-237	-1.19%
Mar 31, 2025	COLONY GROUP, LLC	0.16%	26.83K	2.06M	-10	-0.04%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	29.62K	2.28M	110	+0.37%
Mar 31, 2025	AVANT CAPITAL LLC	0.19%	31.46K	2.42M	1.41K	+4.70%
Mar 31, 2025	JPMORGAN CHASE & CO	0.44%	74.77K	5.75M	2.24K	+3.09%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.44%	75.19K	5.79M	3.08K	+4.27%
Mar 31, 2025	MELONE PRIVATE WEALTH, LLC	0.72%	122.45K	9.42M	1.89K	+1.57%
Mar 31, 2024	MGO PRIVATE WEALTH, LLC	0.12%	20.29K	1.44M	-1.73K	-7.87%
Mar 31, 2024	KLR INVESTMENT ADVISORS, LLC	0.12%	20.53K	1.4M	-3.43K	-14.32%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.28%	46.37K	3.28M	1.2K	+2.66%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.32%	54.48K	3.85M	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.33%	60.28K	4.26M	-4.47K	-6.91%
Mar 31, 2024	ROYAL BANK OF CANADA	0.35%	63.51K	4.49M	3.1K	+5.12%
Mar 31, 2024	FFG RETIREMENT ADVISORS LLC	0.39%	65.14K	4.61M	-19.67K	-23.19%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.61%	102.42K	7.24M	-3.48K	-3.29%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.74%	134.39K	9.51M	-28.66K	-17.58%
Mar 31, 2024	VERTEX PLANNING PARTNERS, LLC	1.2%	201.8K	14.27M	3.14K	+1.58%
Mar 31, 2024	PINNACLE FINANCIAL GROUP, LLC / IL	1.77%	296.78K	20.99M	3.4K	+1.16%
Mar 31, 2024	CETERA ADVISORS LLC	0.14%	23.5K	1.66M	7.73K	+49.05%
Mar 31, 2024	COLONY GROUP, LLC	0.15%	25.42K	1.71M	25.42K	+100.00%
Mar 31, 2024	LCNB CORP	0.15%	25.65K	1.81M	-600	-2.29%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	29.96K	2.12M	116	+0.39%
Mar 31, 2024	TRUE WEALTH DESIGN, LLC	0.18%	30.25K	2.14M	-767	-2.47%
Mar 31, 2024	ARVEST INVESTMENTS, INC.	0.19%	31.6K	2.23M	-5K	-13.66%
Mar 31, 2024	ARVEST TRUST CO N A	0.19%	32.69K	2.31M	-1.26K	-3.71%
Mar 31, 2024	CREATIVE PLANNING	0.2%	36.29K	2.57M	0	0
Mar 31, 2024	CERTIFIED ADVISORY CORP	0.2%	33.77K	2.39M	-1.29K	-3.67%
Mar 31, 2024	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0.2%	34.23K	2.42M	652	+1.94%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.22%	39.93K	2.82M	-5.32K	-11.75%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	0.22%	37.23K	2.63M	-10.67K	-22.27%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.25%	44.59K	3.15M	1.29K	+2.99%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.25%	42.35K	2.99M	3.67K	+9.49%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	43.4K	3.07M	43.4K	+100.00%
Mar 31, 2024	MERIT FINANCIAL GROUP, LLC	0.27%	45.94K	3.15M	45.94K	+100.00%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.28%	47.57K	3.36M	-468	-0.97%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	54.68K	3.87M	238	+0.44%
Mar 31, 2024	JPMORGAN CHASE & CO	0.42%	76.76K	5.43M	-4.45K	-5.47%
Mar 31, 2024	UBS GROUP AG	0.59%	107.4K	7.6M	2.59K	+2.47%
Mar 31, 2024	MELONE PRIVATE WEALTH, LLC	0.68%	115.02K	8.13M	-1.27K	-1.09%
Mar 31, 2024	CONNECTICUT WEALTH MANAGEMENT, LLC	1.66%	278.17K	19.67M	-431	-0.15%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	1.66%	279.35K	19.76M	74.37K	+36.28%
Mar 31, 2024	SUNBELT SECURITIES, INC.	0.07%	13.09K	925.98K	-4.36K	-24.96%
Mar 31, 2024	PCA INVESTMENT ADVISORY SERVICES INC.	0.07%	13.29K	940.08K	0	0
Mar 31, 2024	CETERA INVESTMENT ADVISERS	1.85%	310.36K	21.95M	295.67K	+2,013.13%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	1.2%	217.47K	15.38M	-5.32K	-2.39%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.83%	151.48K	10.71M	19.65K	+14.91%
Mar 31, 2024	NBC SECURITIES, INC.	0.08%	14.17K	1.11M	5.34K	+60.48%
Mar 31, 2024	SOWELL FINANCIAL SERVICES LLC	0.08%	15.36K	1.09M	15.36K	+100.00%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	15.65K	1.11M	53	+0.34%
Mar 31, 2024	JFS WEALTH ADVISORS, LLC	0.09%	16.31K	1.15M	8	+0.05%
Mar 31, 2024	VERUS CAPITAL PARTNERS, LLC	0.09%	16.32K	1.15M	738	+4.74%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.09%	16.72K	1.18M	-2.54K	-13.19%
Mar 31, 2024	CWM, LLC	0.09%	16.92K	1.2M	14.57K	+618.60%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.1%	17.29K	1.22M	-3.84K	-18.16%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	19.25K	1.36M	19.25K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.11%	19.35K	1.37M	1.06K	+5.79%
Mar 31, 2024	MORGAN STANLEY	5.98%	1.09M	76.96M	44.27K	+4.24%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	11.14%	2.03M	143.31M	-19.05K	-0.93%
Mar 31, 2024	626 FINANCIAL, LLC	1.77%	297.21K	21.02M	4.34K	+1.48%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.05%	373.12K	26.39M	-2.76K	-0.73%
Mar 31, 2024	LPL FINANCIAL LLC	3.35%	609.66K	43.12M	41.04K	+7.22%
Mar 31, 2024	CHERRYDALE WEALTH MANAGEMENT, LLC	0.11%	18.15K	1.28M	86	+0.48%
Mar 31, 2024	EVERCORE WEALTH MANAGEMENT, LLC	0.11%	18.9K	1.34M	0	0
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.12%	19.94K	1.41M	821	+4.29%
Mar 31, 2024	CLEARWATER CAPITAL ADVISORS, LLC	0.12%	19.95K	1.41M	-527	-2.57%
Mar 31, 2024	SONATA CAPITAL GROUP INC	0.12%	20.12K	1.42M	811	+4.20%
Mar 31, 2024	SHARPER & GRANITE LLC	0.12%	20.21K	1.41M	-930	-4.40%
Mar 31, 2024	ATRIA INVESTMENTS, INC	0.13%	21.35K	1.51M	-4.45K	-17.25%
Mar 31, 2024	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.13%	22.41K	1.58M	22.41K	+100.00%
Dec 31, 2023	SONATA CAPITAL GROUP INC	0.11%	19.31K	1.26M	688	+3.70%
Dec 31, 2023	PINNACLE FINANCIAL GROUP, LLC / IL	1.72%	293.39K	19.18M	-14.75K	-4.79%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.2%	375.88K	24.58M	-14.64K	-3.75%
Dec 31, 2023	LPL FINANCIAL LLC	3.33%	568.62K	37.18M	30.34K	+5.64%
Dec 31, 2023	BLAIR WILLIAM & CO/IL	0.11%	19.27K	1.26M	-631	-3.17%
Dec 31, 2023	MORGAN STANLEY	6.11%	1.04M	68.26M	49.94K	+5.02%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	11.98%	2.05M	133.74M	29.36K	+1.46%
Dec 31, 2023	CHERRYDALE WEALTH MANAGEMENT, LLC	0.11%	18.06K	1.18M	132	+0.74%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.11%	18.29K	1.2M	667	+3.78%
Dec 31, 2023	EVERCORE WEALTH MANAGEMENT, LLC	0.11%	18.9K	1.24M	0	0
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.11%	19.12K	1.25M	1.76K	+10.13%
Dec 31, 2023	MY LEGACY ADVISORS, LLC	0.2%	34.04K	2.22M	-1.5K	-4.23%
Dec 31, 2023	ARVEST TRUST CO N A	0.2%	33.95K	2.22M	-1.83K	-5.10%
Dec 31, 2023	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0.2%	33.58K	2.2M	-703	-2.05%
Dec 31, 2023	TRUE WEALTH DESIGN, LLC	0.18%	31.01K	2.03M	-75	-0.24%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	29.85K	1.95M	2.32K	+8.44%
Dec 31, 2023	LCNB CORP	0.15%	26.25K	1.72M	-950	-3.49%
Dec 31, 2023	ATRIA INVESTMENTS, INC	0.15%	25.8K	1.69M	-10.61K	-29.15%
Dec 31, 2023	WADE G W & INC	0.15%	25.34K	1.66M	86	+0.34%
Dec 31, 2023	UBS GROUP AG	0.61%	104.81K	6.85M	5.84K	+5.90%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.62%	105.9K	6.92M	-1.26K	-1.17%
Dec 31, 2023	MELONE PRIVATE WEALTH, LLC	0.68%	116.29K	7.6M	1.54K	+1.34%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.77%	131.83K	8.62M	95.42K	+262.07%
Dec 31, 2023	KLR INVESTMENT ADVISORS, LLC	0.14%	23.96K	1.57M	1.6K	+7.16%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.95%	163.06K	10.66M	31.02K	+23.50%
Dec 31, 2023	VERTEX PLANNING PARTNERS, LLC	1.16%	198.67K	12.99M	-139.91K	-41.32%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	1.2%	204.98K	13.4M	-6.04K	-2.86%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	1.3%	222.8K	14.56M	-3.5K	-1.55%
Dec 31, 2023	CONNECTICUT WEALTH MANAGEMENT, LLC	1.63%	278.6K	18.21M	-4.08K	-1.44%
Dec 31, 2023	626 FINANCIAL, LLC	1.71%	292.87K	19.15M	-21.68K	-6.89%
Dec 31, 2023	MGO PRIVATE WEALTH, LLC	0.13%	22.03K	1.44M	194	+0.89%
Dec 31, 2023	SHARPER & GRANITE LLC	0.12%	21.14K	1.38M	370	+1.78%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.12%	21.13K	1.38M	-1.19K	-5.32%
Dec 31, 2023	CLEARWATER CAPITAL ADVISORS, LLC	0.12%	20.47K	1.34M	-5	-0.02%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.28%	48.04K	3.14M	450	+0.95%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	54.44K	3.56M	-511	-0.93%
Dec 31, 2023	ROYAL BANK OF CANADA	0.35%	60.41K	3.95M	1.56K	+2.66%
Dec 31, 2023	MARINER, LLC	0.38%	64.18K	4.2M	1.5K	+2.39%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.38%	64.75K	4.23M	4.24K	+7.01%
Dec 31, 2023	JPMORGAN CHASE & CO	0.48%	81.2K	5.31M	23.94K	+41.80%
Dec 31, 2023	FFG RETIREMENT ADVISORS LLC	0.5%	84.81K	5.55M	-11.76K	-12.17%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	0.28%	47.89K	3.13M	43.5K	+989.24%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.26%	45.25K	2.96M	16.64K	+58.16%
Dec 31, 2023		0.21%	36.6K	2.39M	36.6K	+100.00%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.26%	45.17K	2.95M	6.69K	+17.40%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.25%	43.3K	2.83M	-15.38K	-26.21%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.23%	38.68K	2.53M	10.83K	+38.90%
Dec 31, 2023	CREATIVE PLANNING	0.21%	36.29K	2.37M	845	+2.38%
Dec 31, 2023	CERTIFIED ADVISORY CORP	0.21%	35.05K	2.29M	-372	-1.05%

Frequently Asked Questions