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

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

ENVESTNET ASSET MANAGEMENT INC, in the last quarter, reduced its stake in EPS by -1.16% restricting it's holding to 21.42 thousand shares of worth nearly $1.67M. ADVISORY ALPHA, LLC also lessened -4.69% of the EPS shares from its portfolio, reducing its holding to 22.5 thousand shares of worth $1.75M. ROCKLAND TRUST CO also shunned EPS shares holding by -0.15% last quarter which brought its holding to 35.56 thousand shares worth $2.77M.

Investors who are buying EPS stock?

As per its latest 13F filing, WEALTHSPIRE ADVISORS, LLC increased its stake in EPS by 100% in the last quarter. The institutional holder raised its holding to 17.78 thousand shares having worth more than $1.38M. FMR LLC also added 4.94% more shares of EPS to its portfolio, raising its holding to 19.93 thousand shares of worth $1.55M. LONGVIEW WEALTH MANAGEMENT also increased its EPS shares holding by 7.72% which brought its holding to 35.35 thousand shares worth $2.75M.

EPS's major insiders: who are they?

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

Did an insider recently sell EPS stock?

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

Which insider recently purchased EPS stock?

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

How much of EPS does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in EPS?

WEALTHSPIRE ADVISORS, LLC is the largest institutional owner in EPS which holds 17.78 thousand shares worth $1.38M or 0.09% of the total EPS shares outstanding followed by FMR LLC with ownership of 19.93 thousand shares representing 0.1% of the EPS ownership. UBS ASSET MANAGEMENT AMERICAS INC is the third largest stakeholder with 21.04 thousand shares or 0.1% of the ownership worth more than $1.64M.

Is WisdomTree U.S. LargeCap 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 EPS is concerned, it is a stock which is not optionable.

Is there a short position on EPS's shares?

Number of EPS 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 EPS shares are there?

As of today, null shares of EPS are outstanding.

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

EPS 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 EPS is null.

WisdomTree US LargeCap Fund (EPS) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. WEALTHSPIRE ADVISORS, LLC is the top corporate investor, holding 17.78K shares valued at $1.38M. A 0.09% stake in WisdomTree U.S. LargeCap Fund is owned by the company. FMR LLC owns 19.93K shares valued at $1.55M, which translates its holding of 0.1% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	WEALTHSPIRE ADVISORS, LLC	0.09%	17.78K	1.38M	17.78K	+100.00%
Jun 30, 2026	FMR LLC	0.1%	19.93K	1.55M	938	+4.94%
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.1%	21.04K	1.64M	0	0
Jun 30, 2026	MODERA WEALTH MANAGEMENT, LLC	0.17%	34.94K	2.72M	0	0
Jun 30, 2026	LONGVIEW WEALTH MANAGEMENT	0.18%	35.35K	2.75M	2.53K	+7.72%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.11%	21.42K	1.67M	-252	-1.16%
Jun 30, 2026	ADVISORY ALPHA, LLC	0.11%	22.5K	1.75M	-1.11K	-4.69%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.12%	23.4K	1.82M	23.4K	+100.00%
Jun 30, 2026	DAYMARK WEALTH PARTNERS, LLC	0.12%	24.03K	1.87M	626	+2.68%
Jun 30, 2026	ROCKLAND TRUST CO	0.18%	35.56K	2.77M	-52	-0.15%
Jun 30, 2026	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.18%	36.13K	2.81M	7.5K	+26.20%
Jun 30, 2026	SYSTELLIGENCE, LLC	0.18%	36.23K	2.82M	-107.25K	-74.75%
Jun 30, 2026	MARIETTA WEALTH MANAGEMENT, LLC	0.49%	99.48K	7.74M	-114	-0.11%
Jun 30, 2026	EASTERN BANK	0.58%	117.1K	9.11M	6.97K	+6.33%
Jun 30, 2026	MAIA WEALTH LLC	0.6%	119.69K	9.31M	23.44K	+24.35%
Jun 30, 2026	COLONY GROUP, LLC	0.7%	141.07K	10.97M	-352	-0.25%
Jun 30, 2026	JPMORGAN CHASE & CO	0.86%	172.48K	13.36M	4.76K	+2.84%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	3.42%	687.13K	53.45M	27.11K	+4.11%
Jun 30, 2026	GARRETT WEALTH ADVISORY GROUP, LLC	3.74%	752.71K	58.55M	2.68K	+0.36%
Jun 30, 2026	MORGAN STANLEY	4.62%	928.87K	72.26M	39.19K	+4.41%
Jun 30, 2026	LPL FINANCIAL LLC	8.15%	1.64M	127.48M	126.34K	+8.35%
Jun 30, 2026	FIDUCIARY TRUST CO	8.84%	1.78M	138.36M	-80.56K	-4.33%
Jun 30, 2026	TOWLE & CO	0.31%	61.92K	4.82M	23.11K	+59.55%
Jun 30, 2026	CITIGROUP INC	0.37%	74.21K	5.77M	2.36K	+3.29%
Jun 30, 2026	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	2.8%	562.91K	43.79M	300.46K	+114.48%
Jun 30, 2026	IEQ CAPITAL, LLC	1.32%	265.15K	20.63M	0	0
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	3.31%	664.6K	51.7M	-29K	-4.18%
Jun 30, 2026	TOPTIER WEALTH MANAGEMENT, LLC	0.4%	80.26K	6.24M	91	+0.11%
Jun 30, 2026	ROYAL BANK OF CANADA	0.15%	31.12K	2.42M	4.99K	+19.11%
Jun 30, 2026	BEACON FINANCIAL GROUP	0.19%	37.45K	2.91M	-509	-1.34%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.14%	27.7K	2.15M	-37.03K	-57.21%
Jun 30, 2026	WEALTHPLAN PARTNERS, LLC	0.38%	75.49K	5.87M	33.56K	+80.03%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.39%	78.3K	6.09M	2.62K	+3.47%
Jun 30, 2026	VISTA INVESTMENT MANAGEMENT	0.42%	85.03K	6.61M	353	+0.42%
Jun 30, 2026	CREATIVE PLANNING	0.44%	88.95K	6.92M	-815	-0.91%
Jun 30, 2026	UBS GROUP AG	0.45%	90.27K	7.02M	2.91K	+3.33%
Jun 30, 2026	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.21%	43.06K	3.35M	-127	-0.29%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.22%	44.17K	3.44M	162	+0.37%
Jun 30, 2026	BETTERMENT LLC	0.22%	44.2K	3.44M	-2.26K	-4.86%
Jun 30, 2026	LOWE BROCKENBROUGH & CO INC	0.23%	46.25K	3.6M	0	0
Jun 30, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.25%	50.48K	3.93M	-419	-0.82%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.26%	52.05K	4.05M	11.75K	+29.15%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.3%	60.13K	4.6M	9.75K	+19.35%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.38%	75.69K	5.89M	-1.9K	-2.45%
Jun 30, 2026	NEWSQUARE CAPITAL LLC	0.41%	81.62K	6.35M	2.27K	+2.86%
Jun 30, 2026		0.19%	38.03K	2.96M	619	+1.65%
Jun 30, 2026	INTEGRITY ADVISORY SOLUTIONS, LLC	0.24%	48K	3.73M	33.65K	+234.58%
Jun 30, 2026	WEALTHPOINT FINANCIAL, LLC	0.19%	38.03K	2.96M	619	+1.65%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.53%	107.38K	8.35M	90.49K	+535.73%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.87%	175.42K	13.65M	-15.94K	-8.33%
Jun 30, 2026	STENGER FAMILY OFFICE, LLC	0.92%	184.22K	14.33M	-7.75K	-4.04%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.99%	198.89K	15.47M	2.07K	+1.05%
Jun 30, 2026	FLAGSHIP WEALTH ADVISORS, LLC	1.16%	233.98K	18.2M	157.12K	+204.42%
Jun 30, 2026	FINANCIAL GRAVITY COMPANIES, INC.	1.51%	304.31K	23.67M	304.31K	+100.00%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	1.9%	382.22K	29.73M	101.01K	+35.92%
Jun 30, 2026	TEAM FINANCIAL GROUP, LLC	2.27%	457.41K	35.58M	6.64K	+1.47%
Jun 30, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	2.57%	516.39K	40.17M	57.25K	+12.47%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.13%	26.43K	2.04M	1.23K	+4.86%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	16.56K	1.31M	5.9K	+55.35%
Jun 30, 2026	HOLISTIC PLANNING, LLC	0.08%	16.64K	1.29M	1.52K	+10.05%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.25%	50.9K	3.47M	-1.98K	-3.74%
Mar 31, 2026	TOWLE & CO	0.19%	38.81K	2.64M	38.81K	+100.00%
Mar 31, 2026	EASTERN BANK	0.55%	110.13K	7.5M	0	0
Mar 31, 2026	CETERA INVESTMENT ADVISERS	3.29%	660.02K	44.95M	48.55K	+7.94%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	3.46%	693.59K	47.24M	34.88K	+5.29%
Mar 31, 2026	GARRETT WEALTH ADVISORY GROUP, LLC	3.74%	750.03K	51.08M	-73.2K	-8.89%
Mar 31, 2026	MORGAN STANLEY	4.43%	889.68K	60.6M	-10.11K	-1.12%
Mar 31, 2026	KMG FIDUCIARY PARTNERS, LLC	0.13%	25.18K	1.71M	-2.08K	-7.63%
Mar 31, 2026	FIDUCIARY TRUST CO	9.26%	1.86M	126.63M	-37.29K	-1.97%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.17%	34.91K	2.38M	-18.88K	-35.10%
Mar 31, 2026	MODERA WEALTH MANAGEMENT, LLC	0.17%	34.94K	2.38M	-159	-0.45%
Mar 31, 2026	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.14%	28.63K	1.95M	661	+2.36%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	12.13K	826.11K	-223	-1.81%
Mar 31, 2026	BLACKROCK, INC.	0.07%	14.12K	961.88K	0	0
Mar 31, 2026	BEACON FINANCIAL ADVISORY LLC	0.08%	14.39K	979.97K	-1.16K	-7.43%
Mar 31, 2026	HOLISTIC PLANNING, LLC	0.08%	15.12K	1.03M	5.5K	+57.07%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.09%	16.89K	1.15M	-2.07K	-10.94%
Mar 31, 2026	GM ADVISORY GROUP, INC.	0.09%	17.7K	1.21M	752	+4.44%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.11%	21.04K	1.43M	21.04K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.11%	21.67K	1.48M	8.78K	+68.05%
Mar 31, 2026	DAYMARK WEALTH PARTNERS, LLC	0.12%	23.4K	1.59M	23.4K	+100.00%
Mar 31, 2026	ADVISORY ALPHA, LLC	0.13%	23.61K	1.61M	-386	-1.61%
Mar 31, 2026	LIDO ADVISORS, LLC	3.98%	798.79K	54.41M	-31.71K	-3.82%
Mar 31, 2026	LPL FINANCIAL LLC	7.54%	1.51M	103.01M	79.99K	+5.58%
Mar 31, 2026	ROCKLAND TRUST CO	0.18%	35.61K	2.43M	-622	-1.72%
Mar 31, 2026	BEACON FINANCIAL GROUP	0.19%	37.96K	2.59M	-587	-1.52%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.13%	25.21K	1.87M	-870	-3.34%
Mar 31, 2026	ROYAL BANK OF CANADA	0.14%	26.13K	1.78M	197	+0.76%
Mar 31, 2026	LONGVIEW WEALTH MANAGEMENT	0.16%	32.82K	2.38M	15.11K	+85.30%
Mar 31, 2026		0.19%	37.41K	2.55M	2.72K	+7.83%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.2%	40.3K	2.75M	-22.86K	-36.19%
Mar 31, 2026	WEALTHPLAN PARTNERS, LLC	0.21%	41.93K	2.86M	32.45K	+342.27%
Mar 31, 2026	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.22%	43.18K	2.98M	-83	-0.19%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.22%	44.01K	3M	-1.57K	-3.45%
Mar 31, 2026	LOWE BROCKENBROUGH & CO INC	0.23%	46.25K	3.15M	0	0
Mar 31, 2026	BETTERMENT LLC	0.23%	46.46K	3.16M	-1.77K	-3.66%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.25%	50.38K	3.34M	3.35K	+7.12%
Mar 31, 2026	WIN ADVISORS, INC	0.64%	128.57K	8.76M	-14.86K	-10.36%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.34%	64.73K	4.41M	4.86K	+8.11%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.95%	191.36K	13.03M	-17.61K	-8.43%
Mar 31, 2026	VISTA INVESTMENT MANAGEMENT	0.42%	84.68K	5.77M	-2.03K	-2.34%
Mar 31, 2026	STENGER FAMILY OFFICE, LLC	0.96%	191.97K	13.07M	191.97K	+100.00%
Mar 31, 2026	IEQ CAPITAL, LLC	1.32%	265.15K	18.06M	0	0
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.4%	281.21K	19.15M	33.73K	+13.63%
Mar 31, 2026	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	1.43%	286.55K	19.52M	10.48K	+3.80%
Mar 31, 2026	TEAM FINANCIAL GROUP, LLC	2.25%	450.77K	30.7M	3.23K	+0.72%
Mar 31, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	2.29%	459.14K	31.27M	225.84K	+96.81%
Mar 31, 2026	CWM, LLC	2.32%	465.57K	31.71M	31.85K	+7.34%
Mar 31, 2026	FLAGSHIP WEALTH ADVISORS, LLC	0.38%	76.86K	4.92M	-120.06K	-60.97%
Mar 31, 2026	NEWSQUARE CAPITAL LLC	0.4%	79.36K	5.4M	2.81K	+3.66%
Mar 31, 2026	UBS GROUP AG	0.44%	87.36K	5.95M	2.53K	+2.98%
Mar 31, 2026	CREATIVE PLANNING	0.45%	89.77K	6.11M	-584	-0.65%
Mar 31, 2026	JPMORGAN CHASE & CO	0.84%	167.73K	11.11M	29.61K	+21.44%
Mar 31, 2026	CITIGROUP INC	0.36%	71.85K	4.89M	8.99K	+14.29%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.38%	75.68K	5.15M	14.72K	+24.14%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.39%	77.58K	5.28M	-3.47K	-4.28%
Mar 31, 2026	MAIA WEALTH LLC	0.48%	96.25K	6.56M	24.84K	+34.79%
Mar 31, 2026	MARIETTA WEALTH MANAGEMENT, LLC	0.5%	99.59K	6.78M	814	+0.82%
Mar 31, 2026	COLONY GROUP, LLC	0.7%	141.42K	9.63M	75	+0.05%
Mar 31, 2026	SYSTELLIGENCE, LLC	0.71%	143.48K	9.77M	-71.4K	-33.23%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.98%	196.82K	13.41M	6.98K	+3.68%
Mar 31, 2026	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	1.31%	262.45K	17.88M	10.18K	+4.03%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.96%	189.84K	13.45M	67.99K	+55.80%
Dec 31, 2025	FLAGSHIP WEALTH ADVISORS, LLC	1%	196.92K	13.95M	40.2K	+25.65%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.04%	208.97K	14.81M	-8.23K	-3.79%
Dec 31, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	1.17%	233.29K	16.53M	83.31K	+55.55%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.24%	247.48K	17.54M	18.69K	+8.17%
Dec 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	1.28%	252.27K	17.88M	5.52K	+2.24%
Dec 31, 2025	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	1.38%	276.07K	19.56M	12.07K	+4.57%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	3.05%	611.47K	43.33M	58.56K	+10.59%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	3.29%	658.71K	46.68M	37.74K	+6.08%
Dec 31, 2025	FIDUCIARY TRUST CO	9.47%	1.9M	134.38M	-221.12K	-10.44%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.06%	11.9K	843.26K	-9	-0.08%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.06%	12.38K	877.16K	-33	-0.27%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	12.35K	875.26K	-231	-1.84%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.07%	12.9K	913.71K	-9	-0.07%
Dec 31, 2025	BLACKROCK, INC.	0.07%	14.12K	1M	13.65K	+2,854.60%
Dec 31, 2025	JANE STREET GROUP, LLC	0.16%	31.1K	2.2M	12.37K	+66.01%
Dec 31, 2025	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.14%	27.97K	1.98M	217	+0.78%
Dec 31, 2025	BEACON FINANCIAL GROUP	0.19%	38.55K	2.73M	-321	-0.83%
Dec 31, 2025	ROCKLAND TRUST CO	0.18%	36.23K	2.57M	-148	-0.41%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.23%	47.03K	3.33M	19.01K	+67.82%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.27%	52.88K	3.75M	-2.94K	-5.27%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.4%	81.05K	5.74M	436	+0.54%
Dec 31, 2025	RETIREMENT FINANCIAL SOLUTIONS, LLC	0.41%	81.65K	5.79M	5.6K	+7.36%
Dec 31, 2025	BETTERMENT LLC	0.24%	48.23K	3.42M	-3K	-5.86%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	53.78K	3.81M	4.09K	+8.23%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.3%	59.87K	4.24M	4.05K	+7.25%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.31%	60.96K	4.32M	3.77K	+6.60%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.32%	63.17K	4.48M	3.67K	+6.16%
Dec 31, 2025	MAIA WEALTH LLC	0.36%	71.41K	5.06M	21.14K	+42.06%
Dec 31, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.36%	71.65K	5.08M	-1.88K	-2.56%
Dec 31, 2025	NEWSQUARE CAPITAL LLC	0.38%	76.55K	5.42M	6.35K	+9.05%
Dec 31, 2025	UBS GROUP AG	0.42%	84.83K	6.01M	-3.71K	-4.18%
Dec 31, 2025	VISTA INVESTMENT MANAGEMENT	0.43%	86.71K	6.14M	5.73K	+7.08%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.44%	89.02K	6.31M	56.92K	+177.30%
Dec 31, 2025	CREATIVE PLANNING	0.45%	90.35K	6.4M	-3.41K	-3.64%
Dec 31, 2025	MARIETTA WEALTH MANAGEMENT, LLC	0.5%	98.78K	7M	-770	-0.77%
Dec 31, 2025	EASTERN BANK	0.56%	110.13K	7.8M	110.13K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.7%	138.12K	9.79M	-158	-0.11%
Dec 31, 2025	SYSTELLIGENCE, LLC	1.08%	214.88K	15.23M	-32.01K	-12.97%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.1%	18.96K	1.34M	18.96K	+100.00%
Dec 31, 2025	TRIAD WEALTH PARTNERS, LLC	0.1%	19.59K	1.39M	9.92K	+102.62%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.11%	20.88K	1.48M	-233	-1.10%
Dec 31, 2025	CITIGROUP INC	0.31%	62.86K	4.45M	-16.91K	-21.20%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.08%	15.99K	1.13M	-467	-2.84%
Dec 31, 2025	LONGVIEW WEALTH MANAGEMENT	0.09%	17.71K	1.28M	17.71K	+100.00%
Dec 31, 2025	IEQ CAPITAL, LLC	1.32%	265.15K	18.79M	0	0
Dec 31, 2025	CWM, LLC	2.17%	433.72K	30.73M	433.51K	+209,424.15%
Dec 31, 2025	TEAM FINANCIAL GROUP, LLC	2.26%	447.54K	31.71M	-4.26K	-0.94%
Dec 31, 2025	GARRETT WEALTH ADVISORY GROUP, LLC	4.15%	823.23K	58.33M	16.42K	+2.04%
Dec 31, 2025	LIDO ADVISORS, LLC	4.21%	830.5K	57.25M	-1.6K	-0.19%
Dec 31, 2025	MORGAN STANLEY	4.49%	899.78K	63.76M	-13.24K	-1.45%
Dec 31, 2025	LPL FINANCIAL LLC	7.27%	1.43M	101.5M	85.36K	+6.34%
Dec 31, 2025	ESSENTIAL PLANNING, LLC.	0.05%	10.42K	738.63K	-491	-4.50%
Dec 31, 2025	MARINER, LLC	0.05%	10.92K	773.44K	10.92K	+100.00%
Dec 31, 2025		0.17%	34.69K	2.46M	34.69K	+100.00%
Dec 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.18%	35.09K	2.49M	0	0
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.18%	35.46K	2.51M	-2.84K	-7.42%
Dec 31, 2025	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.22%	43.27K	3.07M	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.23%	45.58K	3.23M	6.91K	+17.86%
Dec 31, 2025	LOWE BROCKENBROUGH & CO INC	0.23%	46.25K	3.28M	0	0
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	22.35K	1.61M	-1.06K	-4.51%
Dec 31, 2025	HERSHEY FINANCIAL ADVISERS, LLC	0.12%	23.88K	1.69M	-559	-2.29%
Dec 31, 2025	ADVISORY ALPHA, LLC	0.12%	23.99K	1.7M	25	+0.10%
Dec 31, 2025	ROYAL BANK OF CANADA	0.13%	25.93K	1.84M	1.19K	+4.82%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.13%	26.08K	1.86M	53	+0.20%
Dec 31, 2025	KMG FIDUCIARY PARTNERS, LLC	0.14%	27.26K	1.93M	94	+0.35%
Dec 31, 2025	COLONY GROUP, LLC	0.71%	141.35K	10.02M	141.35K	+100.00%
Dec 31, 2025	WIN ADVISORS, INC	0.72%	143.42K	10.16M	2.6K	+1.84%
Sep 30, 2025	ESSENTIAL PLANNING, LLC.	0.06%	10.92K	752.47K	1	+0.01%
Sep 30, 2025	GARRETT WEALTH ADVISORY GROUP, LLC	4.37%	806.81K	55.62M	14.35K	+1.81%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.24%	228.8K	15.77M	-11.39K	-4.74%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.18%	217.2K	14.97M	3.43K	+1.61%
Sep 30, 2025	SEVEN MILE ADVISORY	0.1%	19.18K	1.32M	19.18K	+100.00%
Sep 30, 2025	FMR LLC	0.1%	17.78K	1.23M	2.04K	+12.94%
Sep 30, 2025	BEACON FINANCIAL ADVISORY LLC	0.09%	17.51K	1.21M	-2.85K	-14.02%
Sep 30, 2025	HEROLD ADVISORS, INC.	0.09%	15.86K	1.09M	-1.5K	-8.64%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.08%	14.39K	991.97K	710	+5.19%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.07%	12.9K	889.59K	458	+3.68%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.07%	12.58K	867.47K	69	+0.55%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.07%	12.41K	855.71K	326	+2.70%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.06%	11.91K	820.99K	2.7K	+29.32%
Sep 30, 2025	RATHBONES GROUP PLC	0.06%	10.7K	737.73K	-89	-0.82%
Sep 30, 2025	QUARTZ PARTNERS, LLC	0.06%	10.29K	709.67K	-131	-1.26%
Sep 30, 2025	ORG PARTNERS LLC	0.05%	10.02K	690.91K	-681	-6.36%
Sep 30, 2025	PAUL DAMON & ASSOCIATES, INC.	0.05%	10K	689.4K	0	0
Sep 30, 2025	SEEK FIRST INC.	0.05%	9.81K	676.3K	-1.15K	-10.46%
Sep 30, 2025	TRIAD WEALTH PARTNERS, LLC	0.05%	9.67K	666.47K	9.67K	+100.00%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.3%	55.82K	3.85M	45.32K	+431.25%
Sep 30, 2025	ROCKLAND TRUST CO	0.2%	36.38K	2.51M	-1.03K	-2.74%
Sep 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.19%	35.09K	2.42M	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	34.46K	2.38M	30.69K	+812.47%
Sep 30, 2025	ROYAL BANK OF CANADA	0.13%	24.74K	1.71M	-1.42K	-5.43%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	32.1K	2.21M	-10.11K	-23.95%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.66%	121.85K	8.4M	12.1K	+11.02%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.32%	59.5K	4.1M	-19.35K	-24.54%
Sep 30, 2025	MAIA WEALTH LLC	0.27%	50.27K	3.54M	8.33K	+19.87%
Sep 30, 2025	LPL FINANCIAL LLC	7.3%	1.35M	92.86M	68.29K	+5.34%
Sep 30, 2025	IEQ CAPITAL, LLC	1.44%	265.15K	18.28M	0	0
Sep 30, 2025	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	1.43%	264K	18.2M	264K	+100.00%
Sep 30, 2025	SYSTELLIGENCE, LLC	1.34%	246.89K	17.02M	135.7K	+122.05%
Sep 30, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	1.34%	246.75K	17.01M	100.14K	+68.30%
Sep 30, 2025	FLAGSHIP WEALTH ADVISORS, LLC	0.85%	156.72K	10.8M	69.46K	+79.60%
Sep 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.81%	149.98K	10.34M	121.44K	+425.56%
Sep 30, 2025	WIN ADVISORS, INC	0.76%	140.83K	9.71M	765	+0.55%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.76%	139.51K	9.62M	31	+0.02%
Sep 30, 2025	UBS GROUP AG	0.48%	88.54K	6.1M	-12.19K	-12.10%
Sep 30, 2025	VISTA INVESTMENT MANAGEMENT	0.44%	80.97K	5.58M	-1.93K	-2.32%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.44%	80.62K	5.56M	-425	-0.52%
Sep 30, 2025	CITIGROUP INC	0.43%	79.77K	5.5M	56.96K	+249.78%
Sep 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.43%	79.37K	5.47M	5.35K	+7.23%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.4%	74.5K	5.14M	20.1K	+36.95%
Sep 30, 2025	NEWSQUARE CAPITAL LLC	0.38%	70.2K	4.84M	245	+0.35%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.31%	57.19K	3.94M	9.25K	+19.29%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.3%	55.82K	3.85M	-181	-0.32%
Sep 30, 2025	BETTERMENT LLC	0.28%	51.23K	3.53M	-1.55K	-2.93%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	49.69K	3.35M	24.67K	+98.62%
Sep 30, 2025	BEACON FINANCIAL GROUP	0.21%	38.87K	2.68M	-7.09K	-15.43%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.21%	38.67K	2.67M	4.48K	+13.09%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.15%	28.02K	1.92M	7.88K	+39.10%
Sep 30, 2025	KMG FIDUCIARY PARTNERS, LLC	0.15%	27.17K	1.87M	21	+0.08%
Sep 30, 2025	JPMORGAN CHASE & CO	0.75%	138.28K	9.53M	182	+0.13%
Sep 30, 2025	MARIETTA WEALTH MANAGEMENT, LLC	0.54%	99.55K	6.86M	1.1K	+1.12%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.14%	26.03K	1.83M	-211	-0.80%
Sep 30, 2025	CREATIVE PLANNING	0.51%	93.76K	6.46M	-150	-0.16%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.21%	38.3K	2.64M	660	+1.75%
Sep 30, 2025	ADVISORY ALPHA, LLC	0.13%	23.97K	1.66M	-297	-1.22%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.13%	23.4K	1.62M	-1.21K	-4.92%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.11%	21.11K	1.46M	2	+0.01%
Sep 30, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.4%	73.54K	5.07M	73.54K	+100.00%
Sep 30, 2025	LOWE BROCKENBROUGH & CO INC	0.25%	46.25K	3.19M	0	0
Sep 30, 2025	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.23%	43.27K	2.98M	-91	-0.21%
Sep 30, 2025	FIDUCIARY TRUST CO	11.47%	2.12M	145.98M	-134.68K	-5.98%
Sep 30, 2025	MORGAN STANLEY	4.95%	913.02K	62.94M	-21.46K	-2.30%
Sep 30, 2025	LIDO ADVISORS, LLC	4.51%	832.11K	57.37M	-37.55K	-4.32%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	3.36%	620.97K	42.81M	-437.21K	-41.32%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	3%	552.92K	38.12M	107.46K	+24.12%
Sep 30, 2025	TEAM FINANCIAL GROUP, LLC	2.45%	451.8K	31.15M	-41	-0.01%
Sep 30, 2025	HERSHEY FINANCIAL ADVISERS, LLC	0.13%	24.44K	1.68M	24.44K	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.46%	81.04K	5.19M	-611	-0.75%
Jun 30, 2025	WIN ADVISORS, INC	0.79%	140.06K	8.97M	140.06K	+100.00%
Jun 30, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.82%	146.61K	9.38M	-416.15K	-73.95%
Jun 30, 2025	IEQ CAPITAL, LLC	1.49%	265.15K	16.97M	0	0
Jun 30, 2025	FINANCIAL GRAVITY COMPANIES, INC.	1.56%	277.45K	17.76M	277.45K	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	2.5%	445.45K	28.51M	22.29K	+5.27%
Jun 30, 2025	PAUL DAMON & ASSOCIATES, INC.	0.06%	10K	640.1K	0	0
Jun 30, 2025	ORG PARTNERS LLC	0.06%	10.7K	686.49K	-359	-3.25%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.35%	240.19K	15.37M	19.06K	+8.62%
Jun 30, 2025	TEAM FINANCIAL GROUP, LLC	2.54%	451.84K	28.92M	25.4K	+5.96%
Jun 30, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.05%	9.44K	604.06K	-495	-4.98%
Jun 30, 2025	GARRETT WEALTH ADVISORY GROUP, LLC	4.45%	792.46K	50.73M	13.88K	+1.78%
Jun 30, 2025	NBC SECURITIES, INC.	0.04%	6.8K	435	-615	-8.30%
Jun 30, 2025	REDWOOD FINANCIAL NETWORK CORP	0.04%	7.19K	460.3K	0	0
Jun 30, 2025	E&G ADVISORS, LP	0.04%	7.23K	462.47K	60	+0.84%
Jun 30, 2025	LIDO ADVISORS, LLC	4.88%	869.66K	55.67M	-34.21K	-3.78%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	5.94%	1.06M	67.73M	-16.81K	-1.56%
Jun 30, 2025	FIDUCIARY TRUST CO	12.65%	2.25M	144.16M	-162.71K	-6.74%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.11%	20.15K	1.28M	6.03K	+42.70%
Jun 30, 2025	BEACON FINANCIAL ADVISORY LLC	0.11%	20.36K	1.3M	-3.39K	-14.26%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.12%	21.11K	1.35M	21.11K	+100.00%
Jun 30, 2025	CITIGROUP INC	0.13%	22.81K	1.46M	9.88K	+76.39%
Jun 30, 2025	ADVISORY ALPHA, LLC	0.14%	24.26K	1.55M	-131	-0.54%
Jun 30, 2025	ROYAL BANK OF CANADA	0.15%	26.16K	1.68M	-177	-0.67%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.15%	26.24K	1.73M	55	+0.21%
Jun 30, 2025	KMG FIDUCIARY PARTNERS, LLC	0.15%	27.14K	1.74M	1.35K	+5.23%
Jun 30, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.16%	28.02K	1.79M	-619	-2.16%
Jun 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.16%	28.54K	1.83M	28.54K	+100.00%
Jun 30, 2025	ROCKLAND TRUST CO	0.21%	37.4K	2.39M	-977	-2.55%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.21%	37.64K	2.41M	-7.13K	-15.93%
Jun 30, 2025	BEACON FINANCIAL GROUP	0.26%	45.96K	2.94M	-36	-0.08%
Jun 30, 2025	RATHBONES GROUP PLC	0.06%	10.79K	690.67K	0	0
Jun 30, 2025	ESSENTIAL PLANNING, LLC.	0.06%	10.91K	698.6K	1	+0.01%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.08%	13.68K	875.52K	270	+2.01%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.08%	14.33K	917.46K	-3.49K	-19.59%
Jun 30, 2025	FMR LLC	0.09%	15.74K	1.01B	-1.5K	-8.67%
Jun 30, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.1%	17.07K	1.09M	-1.83K	-9.69%
Jun 30, 2025	HEROLD ADVISORS, INC.	0.1%	17.36K	1.11M	0	0
Jun 30, 2025	GM ADVISORY GROUP, INC.	0.1%	17.41K	1.11M	-3.46K	-16.59%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.19%	34.2K	2.19M	4.75K	+16.11%
Jun 30, 2025	LOWE BROCKENBROUGH & CO INC	0.26%	46.25K	2.96M	0	0
Jun 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.2%	35.09K	2.25M	-100	-0.28%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	24.62K	1.6M	587	+2.44%
Jun 30, 2025		0.24%	43.36K	2.78M	-889	-2.01%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	25.02K	1.6M	18K	+256.60%
Jun 30, 2025	FLAGSHIP WEALTH ADVISORS, LLC	0.49%	87.26K	5.59M	7.63K	+9.59%
Jun 30, 2025	CREATIVE PLANNING	0.53%	93.91K	6.01M	1	0.00%
Jun 30, 2025	UBS GROUP AG	0.57%	100.72K	6.45M	-13.25K	-11.63%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.62%	109.75K	7.02M	15.48K	+16.42%
Jun 30, 2025	JPMORGAN CHASE & CO	0.78%	138.1K	8.84M	6.09K	+4.61%
Jun 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.06%	9.91K	634.34K	0	0
Jun 30, 2025	BETTERMENT LLC	0.3%	52.78K	3.38M	1.63K	+3.19%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.31%	56K	3.58M	-2.77K	-4.71%
Jun 30, 2025	NEWSQUARE CAPITAL LLC	0.39%	69.96K	4.48M	4.65K	+7.12%
Jun 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.42%	74.02K	4.74M	5.11K	+7.42%
Jun 30, 2025	VISTA INVESTMENT MANAGEMENT	0.47%	82.9K	5.31M	740	+0.90%
Jun 30, 2025	MARIETTA WEALTH MANAGEMENT, LLC	0.55%	98.45K	6.3M	2.13K	+2.21%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.58%	103.29K	6.61M	-338	-0.33%
Jun 30, 2025	SYSTELLIGENCE, LLC	0.62%	111.19K	7.12M	111.19K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.17%	29.96K	1.92B	-29.31K	-49.46%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.44%	78.85K	5.05B	51.84K	+191.95%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.2%	213.77K	13.68M	-61.05K	-22.22%
Jun 30, 2025	ADVISOR RESOURCE COUNCIL	0.04%	7.32K	468.36K	7.32K	+100.00%
Jun 30, 2025	BOUCHEY FINANCIAL GROUP LTD	0.04%	7.82K	500.24K	0	0
Jun 30, 2025	VERUS CAPITAL PARTNERS, LLC	0.05%	8.17K	522.75K	402	+5.18%
Jun 30, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.05%	8.82K	564.31K	0	0
Jun 30, 2025	JACKSON CREEK INVESTMENT ADVISORS LLC	0.05%	8.95K	573K	24	+0.27%
Jun 30, 2025	MELONE PRIVATE WEALTH, LLC	0.05%	9K	573.98K	1	+0.01%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.05%	9.21K	589.44K	2.07K	+29.03%
Jun 30, 2025	MORGAN STANLEY	5.25%	934.48K	59.82B	-51.98K	-5.27%
Jun 30, 2025	LPL FINANCIAL LLC	7.18%	1.28M	81.85M	147.48K	+13.04%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.78%	139.48K	8.92M	31	+0.02%
Jun 30, 2025	MAIA WEALTH LLC	0.24%	41.93K	2.68M	20.42K	+94.91%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	42.21K	2.7M	9.03K	+27.21%
Jun 30, 2025	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.24%	43.36K	2.78M	-889	-2.01%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.27%	47.95K	3.07M	5.73K	+13.58%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.31%	54.4K	3.48M	54.4K	+100.00%
Mar 31, 2025	LOWE BROCKENBROUGH & CO INC	0.28%	46.25K	2.74M	0	0
Mar 31, 2025	MAIA WEALTH LLC	0.13%	21.51K	1.22M	14.29K	+197.98%
Mar 31, 2025	ADVISORY ALPHA, LLC	0.15%	24.4K	1.45M	-517	-2.08%
Mar 31, 2025	KMG FIDUCIARY PARTNERS, LLC	0.16%	25.8K	1.53M	187	+0.73%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.16%	26.18K	1.54M	181	+0.70%
Mar 31, 2025	ROYAL BANK OF CANADA	0.16%	26.34K	1.56M	183	+0.70%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.16%	27.01K	1.6M	-6.26K	-18.81%
Mar 31, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.17%	28.64K	1.7M	28.64K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.18%	29.45K	1.75M	-6.45K	-17.96%
Mar 31, 2025	VISTA INVESTMENT MANAGEMENT	0.5%	82.16K	4.87M	576	+0.71%
Mar 31, 2025	CREATIVE PLANNING	0.56%	93.91K	5.57M	-1.72K	-1.80%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.57%	94.27K	5.59M	82.92K	+730.57%
Mar 31, 2025	MARIETTA WEALTH MANAGEMENT, LLC	0.58%	96.32K	5.71M	5.06K	+5.54%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.63%	103.62K	6.14M	12.68K	+13.94%
Mar 31, 2025	UBS GROUP AG	0.69%	113.98K	6.76M	19.99K	+21.26%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	6.52%	1.07M	63.73M	40.59K	+3.92%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.13%	20.82K	1.23M	13.02K	+167.01%
Mar 31, 2025	GM ADVISORY GROUP, INC.	0.13%	20.88K	1.24M	6	+0.03%
Mar 31, 2025	BEACON FINANCIAL ADVISORY LLC	0.14%	23.75K	1.41M	13.89K	+141.00%
Mar 31, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.42%	68.91K	4.08M	1.87K	+2.78%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.15%	24.03K	1.42M	-170	-0.70%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.34%	221.12K	13.11M	16.51K	+8.07%
Mar 31, 2025	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	1.58%	260.71K	15.45M	260.71K	+100.00%
Mar 31, 2025	IEQ CAPITAL, LLC	1.61%	265.15K	15.72M	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	33.18K	1.97M	33.18K	+100.00%
Mar 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.21%	35.19K	2.09M	-100	-0.28%
Mar 31, 2025	ROCKLAND TRUST CO	0.23%	38.38K	2.28M	-3.87K	-9.15%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.26%	42.21K	2.5M	8.81K	+26.39%
Mar 31, 2025		0.27%	44.25K	2.62M	-213	-0.48%
Mar 31, 2025	BEACON FINANCIAL GROUP	0.28%	45.99K	2.73M	-3.14K	-6.39%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	2.56%	423.16K	25.09M	-2.63K	-0.62%
Mar 31, 2025	TEAM FINANCIAL GROUP, LLC	2.58%	426.44K	25.28M	-6.82K	-1.57%
Mar 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	3.41%	562.77K	33.36M	155.46K	+38.17%
Mar 31, 2025	BETTERMENT LLC	0.31%	51.14K	3.03M	2.22K	+4.54%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.32%	52.24K	3.1M	48.42K	+1,269.20%
Mar 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.36%	58.77K	3.48M	-3.41K	-5.49%
Mar 31, 2025	CITADEL ADVISORS LLC	0.36%	59.27K	3.51M	9.29K	+18.59%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.38%	62.2K	3.69M	39.37K	+172.45%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.49%	81.65K	4.84M	-66	-0.08%
Mar 31, 2025	FIDUCIARY TRUST CO	14.64%	2.41M	143.16M	154.23K	+6.82%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.27%	44.77K	2.65M	38.19K	+580.04%
Mar 31, 2025	JPMORGAN CHASE & CO	0.8%	132.01K	7.83M	941	+0.72%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.67%	274.82K	16.29M	77.95K	+39.59%
Mar 31, 2025	NEWSQUARE CAPITAL LLC	0.4%	65.31K	3.87M	153	+0.23%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.85%	139.44K	8.27M	-631	-0.45%
Mar 31, 2025	GARRETT WEALTH ADVISORY GROUP, LLC	4.72%	778.58K	46.15M	34.35K	+4.62%
Mar 31, 2025	LIDO ADVISORS, LLC	5.48%	903.87K	53.58M	-340.61K	-27.37%
Mar 31, 2025	MORGAN STANLEY	5.98%	986.46K	58.48M	13.1K	+1.35%
Mar 31, 2025	LPL FINANCIAL LLC	6.86%	1.13M	67.06M	50.21K	+4.64%
Mar 31, 2024	IEQ CAPITAL, LLC	1.77%	265.15K	14.69M	0	0
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	2.01%	300.97K	16.67M	-17.81K	-5.59%
Mar 31, 2024	CETERA ADVISORS LLC	2.52%	377.05K	20.89M	92.85K	+32.67%
Mar 31, 2024	TEAM FINANCIAL GROUP, LLC	2.7%	404.98K	22.44M	-5.38K	-1.31%
Mar 31, 2024	GARRETT WEALTH ADVISORY GROUP, LLC	4.3%	644.06K	35.68M	73.55K	+12.89%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	6.55%	981.52K	54.38M	-22.47K	-2.24%
Mar 31, 2024	RATHBONES GROUP PLC	0.09%	12.74K	705.52K	0	0
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	13.18K	730.39K	-115	-0.86%
Mar 31, 2024	LOWE BROCKENBROUGH & CO INC	0.31%	46.5K	2.58M	-100	-0.21%
Mar 31, 2024	ROCKLAND TRUST CO	0.32%	48.09K	2.66M	-2.12K	-4.22%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.35%	55K	3.05M	-20.23K	-26.89%
Mar 31, 2024	BEACON FINANCIAL GROUP	0.36%	53.77K	2.98M	-2.72K	-4.82%
Mar 31, 2024	INSIGHT ADVISORS, LLC/ PA	0.38%	56.88K	3.15M	-24.86K	-30.41%
Mar 31, 2024	JPMORGAN CHASE & CO	0.41%	66.13K	3.66M	-51.09K	-43.58%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	2.84%	424.53K	23.52M	349.97K	+469.37%
Mar 31, 2024	LPL FINANCIAL LLC	6.07%	968.27K	53.64M	55.96K	+6.13%
Mar 31, 2024	ESSENTIAL PLANNING, LLC.	0.09%	13.93K	698.29K	0	0
Mar 31, 2024	KMG FIDUCIARY PARTNERS, LLC	0.17%	25.16K	1.39M	86	+0.34%
Mar 31, 2024	BETTERMENT LLC	0.17%	25.78K	1.43M	-579	-2.20%
Mar 31, 2024	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.18%	26.39K	1.46M	-2.17K	-7.59%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	27.63K	1.53M	-13.49K	-32.81%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	35.52K	1.97M	35.52K	+100.00%
Mar 31, 2024	KLR INVESTMENT ADVISORS, LLC	0.28%	41.43K	2.21M	-7.93K	-16.07%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.29%	44.14K	2.45M	17.8K	+67.60%
Mar 31, 2024	CORNERSTONE WEALTH MANAGEMENT, LLC	0.05%	8.62K	477.43K	13	+0.15%
Mar 31, 2024	MELONE PRIVATE WEALTH, LLC	0.06%	9.23K	511.35K	-841	-8.35%
Mar 31, 2024	ADVISOR RESOURCE COUNCIL	0.06%	9.74K	487.92K	9.74K	+100.00%
Mar 31, 2024	PAUL DAMON & ASSOCIATES, INC.	0.06%	10K	554K	0	0
Mar 31, 2024	PARSONS CAPITAL MANAGEMENT INC/RI	0.07%	10.48K	580.48K	445	+4.44%
Mar 31, 2024	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.07%	10.68K	591.56K	-170	-1.57%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.08%	12.26K	679.1K	-155	-1.25%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.08%	12.46K	690.45K	-642	-4.90%
Mar 31, 2024	MORGAN STANLEY	5.65%	900.88K	49.91M	-65.97K	-6.82%
Mar 31, 2024	PRIVATE WEALTH STRATEGIES, L.L.C.	8.37%	1.25M	69.44M	-263.86K	-17.39%
Mar 31, 2024	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.44%	65.28K	3.62M	-1.6K	-2.39%
Mar 31, 2024	WIN ADVISORS, INC	0.15%	22.51K	1.25M	22.51K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.47%	74.67K	4.14M	2.09K	+2.87%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.49%	78.24K	4.33M	-214	-0.27%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.51%	81.91K	4.54M	5.83K	+7.66%
Mar 31, 2024	ROYAL BANK OF CANADA	0.16%	26.14K	1.45M	2.65K	+11.28%
Mar 31, 2024	MODERA WEALTH MANAGEMENT, LLC	0.24%	35.29K	1.96M	0	0
Mar 31, 2024	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.44%	65.96K	3.65M	12.31K	+22.94%
Mar 31, 2024	FIDUCIARY TRUST CO	5.57%	833.48K	46.17M	833.48K	+100.00%
Mar 31, 2024	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.11%	17.17K	951.4K	803	+4.91%
Mar 31, 2024	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.13%	19.16K	1.03M	93	+0.49%
Mar 31, 2024	HEROLD ADVISORS, INC.	0.14%	21.03K	1.17M	0	0
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.14%	22.73K	1.26M	193	+0.86%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	22.75K	1.26M	-18.28K	-44.55%
Mar 31, 2024	GM ADVISORY GROUP, INC.	0.15%	22.1K	1.22M	200	+0.91%
Mar 31, 2024	VISTA INVESTMENT MANAGEMENT	0.53%	78.73K	4.36M	-372	-0.47%
Mar 31, 2024	NEWSQUARE CAPITAL LLC	0.55%	82.81K	4.59M	18.8K	+29.36%
Mar 31, 2024	ADVISORY ALPHA, LLC	0.57%	85.3K	4.73M	-3.53K	-3.97%
Mar 31, 2024	CREATIVE PLANNING	0.59%	94.18K	5.22M	-2.2K	-2.28%
Mar 31, 2024	MARIETTA WEALTH MANAGEMENT, LLC	0.59%	88.5K	4.9M	1.97K	+2.27%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.63%	95.03K	5.26M	-237	-0.25%
Mar 31, 2024	RELATIVE VALUE PARTNERS GROUP, LLC	1.03%	154.81K	7.9M	-311	-0.20%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.26%	201.15K	11.14M	-5.1K	-2.47%
Mar 31, 2024	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	1.67%	249.68K	12.51M	0	0
Dec 31, 2023	MARIETTA WEALTH MANAGEMENT, LLC	0.6%	86.53K	4.34M	1.19K	+1.39%
Dec 31, 2023	RELATIVE VALUE PARTNERS GROUP, LLC	1.07%	155.12K	7.77M	-10.71K	-6.46%
Dec 31, 2023	INSIGHT ADVISORS, LLC/ PA	0.57%	81.75K	4.1M	1.46K	+1.82%
Dec 31, 2023	VISTA INVESTMENT MANAGEMENT	0.55%	79.11K	3.96M	1.97K	+2.56%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.54%	78.45K	3.93M	469	+0.60%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.53%	76.08K	3.81M	6.99K	+10.12%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.52%	75.23K	3.77M	-10.09K	-11.83%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.52%	74.56K	3.74M	-5.21K	-6.53%
Dec 31, 2023	UBS GROUP AG	0.5%	72.58K	3.64M	12.03K	+19.87%
Dec 31, 2023	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.46%	66.87K	3.35M	-74	-0.11%
Dec 31, 2023	NEWSQUARE CAPITAL LLC	0.44%	64.01K	3.21M	-15.11K	-19.10%
Dec 31, 2023		0.42%	60.39K	3.03M	60.39K	+100.00%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.39%	56.83K	1.13M	56.83K	+100.00%
Dec 31, 2023	BEACON FINANCIAL GROUP	0.39%	56.49K	2.83M	12.2K	+27.53%
Dec 31, 2023	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.37%	53.66K	2.69M	12.54K	+30.50%
Dec 31, 2023	ROCKLAND TRUST CO	0.35%	50.21K	2.52M	-312	-0.62%
Dec 31, 2023	KLR INVESTMENT ADVISORS, LLC	0.34%	49.36K	2.47M	-6.31K	-11.34%
Dec 31, 2023	LOWE BROCKENBROUGH & CO INC	0.32%	46.6K	2.34M	819	+1.79%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.28%	41.12K	2.06M	-7.95K	-16.21%
Dec 31, 2023	MODERA WEALTH MANAGEMENT, LLC	0.24%	35.29K	1.77M	0	0
Dec 31, 2023	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.2%	28.55K	1.43M	-1.06K	-3.59%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.19%	27.56K	1.38M	14.06K	+104.20%
Dec 31, 2023	BETTERMENT LLC	0.18%	26.36K	1.32M	-1.5K	-5.38%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.18%	26.34K	1.32M	1.99K	+8.18%
Dec 31, 2023	RFG ADVISORY, LLC	0.18%	25.55K	1.28M	262	+1.04%
Dec 31, 2023	KMG FIDUCIARY PARTNERS, LLC	0.17%	25.07K	1.26M	111	+0.44%
Dec 31, 2023	ROYAL BANK OF CANADA	0.16%	23.49K	1.18M	-1.9K	-7.46%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.16%	22.54K	1.13M	2.32K	+11.46%
Dec 31, 2023	GM ADVISORY GROUP, INC.	0.15%	21.9K	1.1M	-2.69K	-10.93%
Dec 31, 2023	HEROLD ADVISORS, INC.	0.15%	21.03K	1.05M	-20	-0.10%
Dec 31, 2023	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.13%	19.06K	972.27K	496	+2.67%
Dec 31, 2023	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.11%	16.37K	820.37K	1.57K	+10.59%
Dec 31, 2023	ESSENTIAL PLANNING, LLC.	0.1%	13.93K	698.29K	-290	-2.04%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	13.3K	666.48K	0	0
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.09%	13.11K	656.76K	-351	-2.61%
Dec 31, 2023	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	21.06%	3.04M	124.22M	0	0
Dec 31, 2023	PRIVATE WEALTH STRATEGIES, L.L.C.	10.5%	1.52M	76.04M	16.82K	+1.12%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	6.95%	1M	50.31M	58.27K	+6.16%
Dec 31, 2023	MORGAN STANLEY	6.69%	966.85K	48.45M	-270.25K	-21.85%
Dec 31, 2023	LPL FINANCIAL LLC	6.31%	912.31K	45.72M	156.54K	+20.71%
Dec 31, 2023	GARRETT WEALTH ADVISORY GROUP, LLC	3.95%	570.51K	28.59M	-13.9K	-2.38%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	2.21%	318.78K	15.98M	90.05K	+39.37%
Dec 31, 2023	CETERA ADVISORS LLC	1.97%	284.2K	14.24M	-10.66K	-3.61%
Dec 31, 2023	IEQ CAPITAL, LLC	1.84%	265.15K	13.29M	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.43%	206.25K	10.34M	8.21K	+4.14%
Dec 31, 2023	ADVISORY ALPHA, LLC	0.61%	88.82K	4.45M	-903	-1.01%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.66%	95.27K	4.77M	-4.6K	-4.61%
Dec 31, 2023	CREATIVE PLANNING	0.67%	96.38K	4.83M	-22.72K	-19.08%
Dec 31, 2023	JPMORGAN CHASE & CO	0.81%	117.22K	5.87M	86.82K	+285.66%

Frequently Asked Questions