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

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

CREATIVE PLANNING, in the last quarter, reduced its stake in DGRS by -3.49% restricting it's holding to 13.57 thousand shares of worth nearly $673.49K. CITADEL ADVISORS LLC also lessened -54.66% of the DGRS shares from its portfolio, reducing its holding to 13.53 thousand shares of worth $671.24K. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also shunned DGRS shares holding by -2.05% last quarter which brought its holding to 19.49 thousand shares worth $967.00K.

Investors who are buying DGRS stock?

As per its latest 13F filing, FIRST NATIONAL BANK SIOUX FALLS increased its stake in DGRS by 100% in the last quarter. The institutional holder raised its holding to 8.78 thousand shares having worth more than $435.60K. OPES WEALTH MANAGEMENT LLC also added 0.55% more shares of DGRS to its portfolio, raising its holding to 8.19 thousand shares of worth $406.52K. WEALTHCARE CAPITAL PARTNERS, LLC also increased its DGRS shares holding by 0.6% which brought its holding to 8.55 thousand shares worth $424.35K.

DGRS's major insiders: who are they?

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

Did an insider recently sell DGRS stock?

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

Which insider recently purchased DGRS stock?

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

How much of DGRS does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in DGRS?

CREATIVE PLANNING is the largest institutional owner in DGRS which holds 13.57 thousand shares worth $673.49K or 0.21% of the total DGRS shares outstanding followed by CITADEL ADVISORS LLC with ownership of 13.53 thousand shares representing 0.21% of the DGRS ownership. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is the third largest stakeholder with 19.49 thousand shares or 0.31% of the ownership worth more than $967.00K.

Is WisdomTree U.S. SmallCap Quality Dividend Growth 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 DGRS is concerned, it is a stock which is optionable.

Is there a short position on DGRS's shares?

Number of DGRS 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 DGRS shares are there?

As of today, null shares of DGRS are outstanding.

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

DGRS 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 DGRS is null.

WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) 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. CREATIVE PLANNING is the top corporate investor, holding 13.57K shares valued at $673.49K. A 0.21% stake in WisdomTree U.S. SmallCap Quality Dividend Growth Fund is owned by the company. CITADEL ADVISORS LLC owns 13.53K shares valued at $671.24K, which translates its holding of 0.21% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	CREATIVE PLANNING	0.21%	13.57K	673.49K	-491	-3.49%
Dec 31, 2025	CITADEL ADVISORS LLC	0.21%	13.53K	671.24K	-16.31K	-54.66%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	19.49K	967K	-408	-2.05%
Dec 31, 2025	FIRST NATIONAL BANK SIOUX FALLS	0.14%	8.78K	435.6K	8.78K	+100.00%
Dec 31, 2025	CWM, LLC	0.78%	50.41K	2.5M	-5.17K	-9.31%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.84%	52.8K	2.62M	-6.53K	-11.00%
Dec 31, 2025	ROYAL BANK OF CANADA	1.43%	92.73K	4.6M	-4.68K	-4.80%
Dec 31, 2025	OPES WEALTH MANAGEMENT LLC	0.13%	8.19K	406.52K	45	+0.55%
Dec 31, 2025	WEALTHCARE CAPITAL PARTNERS, LLC	0.14%	8.55K	424.35K	51	+0.60%
Dec 31, 2025	LIFEWEALTH INVESTMENTS, LLC	0.38%	23.71K	1.18M	5.75K	+31.99%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.45%	29.36K	1.46M	1.45K	+5.18%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.56%	36.36K	1.8M	-1.41K	-3.74%
Dec 31, 2025	INDEPENDENT ADVISOR ALLIANCE	0.71%	44.23K	2.19M	1.25K	+2.90%
Dec 31, 2025	CERTUITY, LLC	0.72%	45.07K	2.24M	-1.78K	-3.80%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	1.18%	76.3K	3.79M	29.74K	+63.87%
Dec 31, 2025	STONEBRIDGE WEALTH MANAGEMENT, LLC	1.2%	74.95K	3.72M	-6.3K	-7.75%
Dec 31, 2025	PHILIP JAMES WEALTH MANGEMENT, LLC	1.23%	77.14K	3.83M	2.04K	+2.71%
Dec 31, 2025	COLUMBIA ADVISORY PARTNERS LLC	1.27%	79.37K	3.94M	911	+1.16%
Dec 31, 2025	IFG ADVISORY, LLC	1.35%	87.04K	4.32M	3.72K	+4.46%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.22%	14K	717.43K	-1.17K	-7.70%
Dec 31, 2025	JPMORGAN CHASE & CO	0.23%	14.6K	724.38K	1.57K	+12.06%
Dec 31, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.26%	16.02K	795.09K	-1.18K	-6.87%
Dec 31, 2025	PRINCETON GLOBAL ASSET MANAGEMENT LLC	0.29%	18.26K	905.87K	-1.31K	-6.69%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.3%	18.54K	920.1K	-382	-2.02%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.31%	20.12K	998.37K	-3.75K	-15.72%
Dec 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	1.44%	92.86K	4.61M	949	+1.03%
Dec 31, 2025	XML FINANCIAL, LLC	1.45%	93.62K	4.65M	1.17K	+1.27%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.87%	186.07K	9.23M	-192.29K	-50.82%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	6.38%	418.23K	20.75M	1.17K	+0.28%
Dec 31, 2025	COLLABORATIVE WEALTH MANAGMENT INC.	0.13%	8.34K	413.85K	-2.31K	-21.68%
Dec 31, 2025	OPPENHEIMER & CO INC	0.18%	11.55K	573.14K	300	+2.67%
Dec 31, 2025	ASSET DEDICATION, LLC	0.1%	6.42K	318.75K	0	0
Dec 31, 2025		0.1%	6.76K	335.19K	6.76K	+100.00%
Dec 31, 2025	JOSEPH GROUP CAPITAL MANAGEMENT	0.11%	6.62K	328.47K	-1.08K	-14.04%
Dec 31, 2025	RMR WEALTH BUILDERS	0.11%	6.9K	342.32K	43	+0.63%
Dec 31, 2025	REDMOND ASSET MANAGEMENT, LLC	0.11%	7.26K	360.16K	-18	-0.25%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	7.38K	366.19K	0	0
Dec 31, 2025	SIGNET FINANCIAL MANAGEMENT, LLC	0.12%	7.81K	387.6K	-1.21K	-13.39%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.21%	13.31K	660.62K	9.09K	+215.20%
Dec 31, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.4%	24.74K	1.24M	-22.32K	-47.43%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.4%	25.8K	1.28M	3.11K	+13.72%
Dec 31, 2025	CAPITAL ADVISORS, LTD. LLC	0.51%	32.16K	1.66M	29.56K	+1,136.96%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.53%	33.91K	1.68M	2.24K	+7.08%
Dec 31, 2025	MARSHALL & STERLING WEALTH ADVISORS INC.	0.66%	41.38K	2.05M	11.7K	+39.41%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.56%	101.29K	5.03M	-8.08K	-7.39%
Dec 31, 2025	UBS GROUP AG	1.54%	99.88K	4.96M	6.24K	+6.66%
Dec 31, 2025	LINSCOMB & WILLIAMS, INC.	1.82%	117.18K	5.81M	-901	-0.76%
Dec 31, 2025	UNITED ADVISOR GROUP, LLC	1.94%	121.55K	6.03M	16.61K	+15.83%
Dec 31, 2025	LVM CAPITAL MANAGEMENT LTD/MI	2.12%	137.49K	6.82M	-232	-0.17%
Dec 31, 2025	LIDO ADVISORS, LLC	3.89%	251.33K	12.56M	-487	-0.19%
Dec 31, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	4.16%	260.6K	12.93M	7.9K	+3.13%
Dec 31, 2025	MORGAN STANLEY	6.88%	446.51K	22.16M	23.98K	+5.67%
Dec 31, 2025	LPL FINANCIAL LLC	8.48%	547.13K	27.15M	-5.75K	-1.04%
Dec 31, 2025	CAPITAL MANAGEMENT CORP /VA	0.14%	9K	446.57K	0	0
Dec 31, 2025	VENTURI WEALTH MANAGEMENT, LLC	0.15%	9.18K	455.67K	0	0
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	9.68K	480.46K	1.71K	+21.37%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.16%	10.01K	496.43K	342	+3.54%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.17%	10.92K	541.57K	-1.81K	-14.21%
Dec 31, 2025	TEAM FINANCIAL GROUP, LLC	0.18%	11.08K	549.75K	-621	-5.31%
Dec 31, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.18%	11.5K	570.71K	-200	-1.71%
Dec 31, 2025	SOVRAN ADVISORS, LLC	0.18%	11.43K	607.61K	-1.26K	-9.89%
Sep 30, 2025	ROYAL BANK OF CANADA	1.34%	97.41K	4.87M	2.31K	+2.43%
Sep 30, 2025	UNITED ADVISOR GROUP, LLC	1.45%	104.94K	5.24M	14.16K	+15.60%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.51%	109.37K	5.47M	-2.35K	-2.11%
Sep 30, 2025	LINSCOMB & WILLIAMS, INC.	1.63%	118.08K	5.9M	-7.31K	-5.83%
Sep 30, 2025	LVM CAPITAL MANAGEMENT LTD/MI	1.9%	137.72K	6.88M	-1.66K	-1.19%
Sep 30, 2025	LIDO ADVISORS, LLC	3.47%	251.82K	12.59M	-10.62K	-4.05%
Sep 30, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	3.49%	252.7K	12.63M	1.75K	+0.70%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	5.22%	378.35K	18.91M	-11.09K	-2.85%
Sep 30, 2025	REDMOND ASSET MANAGEMENT, LLC	0.1%	7.28K	363.69K	-126	-1.70%
Sep 30, 2025	WEALTHCARE CAPITAL PARTNERS, LLC	0.12%	8.5K	424.86K	60	+0.71%
Sep 30, 2025	JOSEPH GROUP CAPITAL MANAGEMENT	0.11%	7.7K	384.9K	-118	-1.51%
Sep 30, 2025	TEAM FINANCIAL GROUP, LLC	0.16%	11.7K	584.82K	-1.84K	-13.59%
Sep 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.16%	11.7K	584.87K	-2.23K	-16.01%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.26%	18.93K	945.86K	-697	-3.55%
Sep 30, 2025	VIRTU FINANCIAL LLC	0.16%	11.73K	586K	11.73K	+100.00%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.52%	37.77K	1.89M	-13.28K	-26.01%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.32%	23.49K	1.09M	12.11K	+106.46%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.33%	23.88K	1.19M	8.24K	+52.69%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.36%	26.3K	1.31M	-14.9K	-36.16%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.39%	27.92K	1.4M	225	+0.81%
Sep 30, 2025	CWM, LLC	0.77%	55.58K	2.78M	-670	-1.19%
Sep 30, 2025	CREATIVE PLANNING	0.19%	14.06K	702.92K	-2.23K	-13.68%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.2%	14.85K	742.19K	14.85K	+100.00%
Sep 30, 2025	INDEPENDENT ADVISOR ALLIANCE	0.59%	42.99K	2.15M	-3.33K	-7.19%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.64%	46.56K	2.33M	35.34K	+315.03%
Sep 30, 2025	CERTUITY, LLC	0.65%	46.84K	2.34M	1.19K	+2.60%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.18%	12.72K	635.92K	-413	-3.14%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	7.38K	368.85K	-75	-1.01%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	15.17K	752.11K	-1.06K	-6.55%
Sep 30, 2025	BROOKS, MOORE & ASSOCIATES, INC.	0.21%	15.17K	720.61K	0	0
Sep 30, 2025	MAS ADVISORS LLC	0.28%	20.53K	1.03M	-271	-1.30%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.31%	22.69K	1.13M	8.57K	+60.68%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.44%	31.66K	1.58M	-9.29K	-22.69%
Sep 30, 2025	JPMORGAN CHASE & CO	0.18%	13.03K	651.14K	-1.46K	-10.08%
Sep 30, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.18%	13.33K	666.37K	-11.37K	-46.03%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.19%	13.59K	678.98K	13.59K	+100.00%
Sep 30, 2025	WELL DONE, LLC	0.24%	17.16K	857.81K	0	0
Sep 30, 2025	MARSHALL & STERLING WEALTH ADVISORS INC.	0.41%	29.68K	1.48M	607	+2.09%
Sep 30, 2025	LPL FINANCIAL LLC	7.63%	552.89K	27.63M	-76.51K	-12.16%
Sep 30, 2025	CITADEL ADVISORS LLC	0.41%	29.84K	1.49M	29.84K	+100.00%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.1%	7.23K	361.42K	1.06K	+17.12%
Sep 30, 2025	RMR WEALTH BUILDERS	0.09%	6.86K	342.65K	-32	-0.46%
Sep 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.09%	6.33K	316.37K	0	0
Sep 30, 2025	SOVRAN ADVISORS, LLC	0.17%	12.69K	619.45K	485	+3.97%
Sep 30, 2025	MORGAN STANLEY	5.83%	422.53K	21.12M	-4.31K	-1.01%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	5.75%	417.06K	20.84M	6.94K	+1.69%
Sep 30, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.24%	17.21K	859.96K	-1.69K	-8.95%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.25%	18.02K	914.81K	-675	-3.61%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	19.89K	994K	-252	-1.25%
Sep 30, 2025	WAVERTON INVESTMENT MANAGEMENT LTD	0.26%	18.82K	1.07M	0	0
Sep 30, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.65%	47.06K	2.35M	-530	-1.11%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.82%	59.33K	2.97M	-44.81K	-43.03%
Sep 30, 2025	PHILIP JAMES WEALTH MANGEMENT, LLC	1.04%	75.1K	3.75M	10.56K	+16.35%
Sep 30, 2025	LIFEWEALTH INVESTMENTS, LLC	0.25%	17.96K	897.84K	750	+4.36%
Sep 30, 2025	PRINCETON GLOBAL ASSET MANAGEMENT LLC	0.27%	19.57K	977.87K	-1.35K	-6.45%
Sep 30, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.46%	33.62K	1.68M	14.07K	+71.94%
Sep 30, 2025	COLUMBIA ADVISORY PARTNERS LLC	1.08%	78.46K	3.92M	758	+0.98%
Sep 30, 2025	STONEBRIDGE WEALTH MANAGEMENT, LLC	1.12%	81.25K	4.06M	-3.91K	-4.59%
Sep 30, 2025	GOLDEN STATE EQUITY PARTNERS	0.17%	12.67K	633.05K	627	+5.21%
Sep 30, 2025	OPPENHEIMER & CO INC	0.16%	11.25K	562.33K	-531	-4.51%
Sep 30, 2025	COLLABORATIVE WEALTH MANAGMENT INC.	0.15%	10.65K	532.27K	-1.47K	-12.09%
Sep 30, 2025	VENTURI WEALTH MANAGEMENT, LLC	0.13%	9.18K	458.99K	0	0
Sep 30, 2025	SIGNET FINANCIAL MANAGEMENT, LLC	0.12%	9.02K	450.84K	-693	-7.13%
Sep 30, 2025	CAPITAL MANAGEMENT CORP /VA	0.12%	9K	449.82K	0	0
Sep 30, 2025	IFG ADVISORY, LLC	1.15%	83.32K	4.16M	5.17K	+6.61%
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	1.27%	91.91K	4.59M	-5.77K	-5.91%
Sep 30, 2025	XML FINANCIAL, LLC	1.28%	92.45K	4.62M	-1.06K	-1.13%
Sep 30, 2025	UBS GROUP AG	1.29%	93.65K	4.68M	2.91K	+3.20%
Jun 30, 2025		0.24%	17.3K	805.37K	2.53K	+17.13%
Jun 30, 2025	STONEBRIDGE WEALTH MANAGEMENT, LLC	1.19%	85.16K	3.96M	85.16K	+100.00%
Jun 30, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.67%	47.59K	2.22M	4.79K	+11.18%
Jun 30, 2025	MARSHALL & STERLING WEALTH ADVISORS INC.	0.41%	29.08K	1.35M	1.9K	+6.98%
Jun 30, 2025	LIFEWEALTH INVESTMENTS, LLC	0.24%	17.3K	805.37K	2.53K	+17.13%
Jun 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	1.37%	97.68K	4.55M	-4.63K	-4.53%
Jun 30, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.26%	18.9K	879.66K	-528	-2.72%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.2%	14.12K	657.19K	319	+2.31%
Jun 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.2%	13.93K	648.58K	-189	-1.34%
Jun 30, 2025	TEAM FINANCIAL GROUP, LLC	0.19%	13.54K	630.37K	-4.3K	-24.09%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.18%	13.14K	611.47K	-5.36K	-28.99%
Jun 30, 2025	CERTUITY, LLC	0.64%	45.66K	2.13M	-21.41K	-31.92%
Jun 30, 2025	WAVERTON INVESTMENT MANAGEMENT LTD	0.26%	18.82K	1.04M	0	0
Jun 30, 2025	ADVISOR RESOURCE COUNCIL	0.25%	18.03K	839.06K	-787	-4.18%
Jun 30, 2025	CREATIVE PLANNING	0.23%	16.29K	758.42K	847	+5.48%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.23%	16.23K	794.54K	1.01K	+6.65%
Jun 30, 2025	ROYAL BANK OF CANADA	1.33%	95.1K	4.43M	8.24K	+9.48%
Jun 30, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.35%	24.7K	1.15M	143	+0.58%
Jun 30, 2025	PRINCETON GLOBAL ASSET MANAGEMENT LLC	0.29%	20.91K	973.57K	772	+3.83%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	20.15K	938K	-149	-0.73%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.28%	19.62K	913.41K	23	+0.12%
Jun 30, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.27%	19.55K	910.1K	298	+1.55%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	18.7K	870.36K	-480	-2.50%
Jun 30, 2025	WELL DONE, LLC	0.24%	17.16K	798.94K	1.52K	+9.73%
Jun 30, 2025	BROOKS, MOORE & ASSOCIATES, INC.	0.21%	15.17K	720.61K	-6.24K	-29.14%
Jun 30, 2025	JPMORGAN CHASE & CO	0.2%	14.49K	674.37K	293	+2.06%
Jun 30, 2025	COLUMBIA ADVISORY PARTNERS LLC	1.09%	77.7K	3.62M	19.81K	+34.22%
Jun 30, 2025	PHILIP JAMES WEALTH MANGEMENT, LLC	0.9%	64.55K	3M	1.07K	+1.69%
Jun 30, 2025	CWM, LLC	0.79%	56.25K	2.62M	1.63K	+2.97%
Jun 30, 2025	COLLABORATIVE WEALTH MANAGMENT INC.	0.17%	12.12K	563.94K	-1.47K	-10.85%
Jun 30, 2025	GOLDEN STATE EQUITY PARTNERS	0.17%	12.04K	560.42K	13	+0.11%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.16%	11.22K	522.24K	11.22K	+100.00%
Jun 30, 2025	SIGNET FINANCIAL MANAGEMENT, LLC	0.14%	9.71K	452.15K	-3.61K	-27.11%
Jun 30, 2025	WILLNER & HELLER, LLC	0.14%	9.64K	448.58K	255	+2.72%
Jun 30, 2025	VENTURI WEALTH MANAGEMENT, LLC	0.13%	9.18K	427.49K	745	+8.83%
Jun 30, 2025	CAPITAL MANAGEMENT CORP /VA	0.13%	9K	418.95K	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.11%	7.96K	370.33K	2.81K	+54.52%
Jun 30, 2025	XML FINANCIAL, LLC	1.31%	93.51K	4.35M	5.79K	+6.60%
Jun 30, 2025	UNITED ADVISOR GROUP, LLC	1.27%	90.78K	4.23M	1.4K	+1.56%
Jun 30, 2025	UBS GROUP AG	1.27%	90.74K	4.22M	-237.86K	-72.39%
Jun 30, 2025	IFG ADVISORY, LLC	1.1%	78.15K	3.64M	3.28K	+4.38%
Jun 30, 2025	LPL FINANCIAL LLC	8.82%	629.39K	29.3M	38.75K	+6.56%
Jun 30, 2025	MORGAN STANLEY	5.98%	426.83K	19.87B	-36.92K	-7.96%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	5.75%	410.12K	19.09M	54.97K	+15.48%
Jun 30, 2025	LIDO ADVISORS, LLC	3.68%	262.43K	12.22M	-5.98K	-2.23%
Jun 30, 2025	LVM CAPITAL MANAGEMENT LTD/MI	1.95%	139.38K	6.49M	3.06K	+2.25%
Jun 30, 2025	LINSCOMB & WILLIAMS, INC.	1.76%	125.38K	5.84M	-2.99K	-2.33%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.57%	111.73K	5.2M	515	+0.46%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	1.46%	104.14K	4.85M	3.6K	+3.58%
Jun 30, 2025	MAS ADVISORS LLC	0.29%	20.8K	968.43K	-29.71K	-58.81%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	5.46%	389.44K	18.13M	1.14K	+0.29%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.72%	51.05K	2.38M	665	+1.32%
Jun 30, 2025	TYLER-STONE WEALTH MANAGEMENT	0.65%	46.52K	2.17M	-13	-0.03%
Jun 30, 2025	INDEPENDENT ADVISOR ALLIANCE	0.65%	46.32K	2.16M	46.32K	+100.00%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.58%	41.2K	1.92M	-27.3K	-39.85%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.57%	40.96K	1.91M	24.76K	+152.86%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.39%	27.69K	1.29M	3.62K	+15.05%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.38%	27.41K	1.28M	9.64K	+54.28%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.22%	15.64K	727.83K	-1.24K	-7.34%
Jun 30, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	3.52%	250.95K	11.68M	17.38K	+7.44%
Mar 31, 2025	UBS GROUP AG	4.48%	328.59K	15.28M	3.9K	+1.20%
Mar 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.22%	16.2K	753.16K	16.2K	+100.00%
Mar 31, 2025	CREATIVE PLANNING	0.21%	15.45K	718.22K	-372	-2.35%
Mar 31, 2025	LPL FINANCIAL LLC	8.05%	590.64K	27.46M	11.98K	+2.07%
Mar 31, 2025	MORGAN STANLEY	6.32%	463.75K	21.56M	-17.11K	-3.56%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	5.29%	388.3K	18.06M	88.16K	+29.37%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	4.84%	355.15K	16.51M	37.79K	+11.91%
Mar 31, 2025	PHILIP JAMES WEALTH MANGEMENT, LLC	0.86%	63.48K	2.95M	-161	-0.25%
Mar 31, 2025	COLUMBIA ADVISORY PARTNERS LLC	0.79%	57.89K	2.69M	9.35K	+19.27%
Mar 31, 2025	CWM, LLC	0.74%	54.62K	2.54M	5.57K	+11.36%
Mar 31, 2025	MAS ADVISORS LLC	0.69%	50.51K	2.35M	15.7K	+45.12%
Mar 31, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.33%	24.56K	1.14M	500	+2.08%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.33%	24.07K	1.12M	2.46K	+11.38%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	21.49K	999.51K	-10.85K	-33.55%
Mar 31, 2025	LIDO ADVISORS, LLC	3.66%	268.41K	12.48M	-211.54K	-44.08%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.69%	50.38K	2.34M	50.38K	+100.00%
Mar 31, 2025	TYLER-STONE WEALTH MANAGEMENT	0.63%	46.53K	2.16M	27.82K	+148.60%
Mar 31, 2025	LVM CAPITAL MANAGEMENT LTD/MI	1.86%	136.32K	6.34M	1.28K	+0.95%
Mar 31, 2025	LINSCOMB & WILLIAMS, INC.	1.75%	128.37K	5.97M	-4.87K	-3.65%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.51%	111.21K	5.17M	5.56K	+5.27%
Mar 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	1.39%	102.32K	4.76M	3.94K	+4.01%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	1.37%	100.54K	4.67M	89.26K	+791.83%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	19.18K	891.79K	-4.17K	-17.86%
Mar 31, 2025	WAVERTON INVESTMENT MANAGEMENT LTD	0.26%	18.82K	909.38K	0	0
Mar 31, 2025	ADVISOR RESOURCE COUNCIL	0.26%	18.81K	37.43K	18.81K	+100.00%
Mar 31, 2025	WELL DONE, LLC	0.21%	15.64K	801.29K	-1.05K	-6.31%
Mar 31, 2025	UNITED ADVISOR GROUP, LLC	1.22%	89.38K	4.16M	6.56K	+7.92%
Mar 31, 2025	JOSEPH GROUP CAPITAL MANAGEMENT	0.41%	30.45K	1.42M	-33	-0.11%
Mar 31, 2025	BROOKS, MOORE & ASSOCIATES, INC.	0.29%	21.41K	995.61K	-11.75K	-35.43%
Mar 31, 2025	PRINCETON GLOBAL ASSET MANAGEMENT LLC	0.27%	20.14K	936.59K	-2.31K	-10.30%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	15.22K	707.69K	-3.54K	-18.85%
Mar 31, 2025		0.2%	14.77K	686.86K	14.77K	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0.19%	14.19K	660.05K	865	+6.49%
Mar 31, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.19%	14.12K	656.66K	-1.86K	-11.61%
Mar 31, 2025	XML FINANCIAL, LLC	1.19%	87.72K	4.08M	4.74K	+5.71%
Mar 31, 2025	ROYAL BANK OF CANADA	1.18%	86.86K	4.04M	-8.64K	-9.04%
Mar 31, 2025	IFG ADVISORY, LLC	1.02%	74.87K	3.48M	9.42K	+14.40%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.93%	68.5K	3.19M	49.7K	+264.36%
Mar 31, 2025	CERTUITY, LLC	0.91%	67.07K	3.12M	-3.19K	-4.54%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	20.29K	944K	-360	-1.74%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.27%	19.6K	857.44K	-320	-1.61%
Mar 31, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.26%	19.43K	903.26K	-3.91K	-16.76%
Mar 31, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.26%	19.25K	895.27K	1.94K	+11.22%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.25%	18.5K	860.24K	111	+0.60%
Mar 31, 2025	TEAM FINANCIAL GROUP, LLC	0.24%	17.84K	829.51K	-37.39K	-67.70%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	17.77K	826.07K	-33.4K	-65.28%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.23%	16.88K	784.64K	527	+3.22%
Mar 31, 2024	LINSCOMB & WILLIAMS, INC.	2.1%	145.18K	7.21M	-1.75K	-1.19%
Mar 31, 2024	JOSEPH GROUP CAPITAL MANAGEMENT	0.45%	31.09K	1.54M	1.15K	+3.84%
Mar 31, 2024	KLR INVESTMENT ADVISORS, LLC	0.51%	35.34K	1.67M	1.17K	+3.42%
Mar 31, 2024	UNITED ADVISOR GROUP, LLC	0.56%	38.55K	1.91M	38.55K	+100.00%
Mar 31, 2024	MORGAN STANLEY	5.51%	411.43K	20.42M	136.86K	+49.85%
Mar 31, 2024	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.09%	6.08K	301.62K	565	+10.25%
Mar 31, 2024		0.09%	6.33K	297.76K	6.33K	+100.00%
Mar 31, 2024	9258 WEALTH MANAGEMENT, LLC	0.09%	6.4K	317.7K	0	0
Mar 31, 2024	ASSET DEDICATION, LLC	0.09%	6.42K	319K	-100	-1.53%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	7.1K	352K	-1.3K	-15.45%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.1%	6.65K	330.32K	1.79K	+36.69%
Mar 31, 2024	CADENCE BANK	0.1%	7.03K	349.07K	0	0
Mar 31, 2024	CETERA ADVISORS LLC	0.12%	8.38K	415.96K	-5.65K	-40.27%
Mar 31, 2024	ADVISOR RESOURCE COUNCIL	0.13%	8.79K	417.04K	8.79K	+100.00%
Mar 31, 2024	CAPITAL MANAGEMENT CORP /VA	0.13%	9K	446.76K	0	0
Mar 31, 2024	BROOKS, MOORE & ASSOCIATES, INC.	0.14%	9.45K	469K	3.66K	+63.23%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.67%	49.99K	2.48M	6.7K	+15.47%
Mar 31, 2024	CWM, LLC	0.99%	68.75K	3.41M	4.2K	+6.50%
Mar 31, 2024	ROYAL BANK OF CANADA	1.03%	77.16K	3.83M	52.62K	+214.42%
Mar 31, 2024	XML FINANCIAL, LLC	1.19%	82.18K	4.08M	-5.95K	-6.75%
Mar 31, 2024	FOUNDERS FINANCIAL ALLIANCE, LLC	1.37%	94.73K	4.7M	94.73K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.47%	109.76K	5.45M	-4.55K	-3.98%
Mar 31, 2024	LVM CAPITAL MANAGEMENT LTD/MI	1.8%	124.7K	6.19M	15.44K	+14.13%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.87%	129.12K	6.41M	129.12K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.91%	142.92K	7.09M	-2.61K	-1.79%
Mar 31, 2024	TEAM FINANCIAL GROUP, LLC	2%	137.94K	6.85M	-20.06K	-12.70%
Mar 31, 2024	VENTURI WEALTH MANAGEMENT, LLC	3.32%	229.48K	11.39M	6.23K	+2.79%
Mar 31, 2024	LPL FINANCIAL LLC	3.73%	278.16K	13.81M	36.76K	+15.23%
Mar 31, 2024	UBS GROUP AG	3.81%	284.64K	14.13M	-583	-0.20%
Mar 31, 2024	PRIVATE WEALTH STRATEGIES, L.L.C.	7.74%	535.25K	26.57M	8.98K	+1.71%
Mar 31, 2024	CASCADE FINANCIAL PARTNERS, LLC	0.09%	6.33K	297.76K	6.33K	+100.00%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.14%	10.59K	525.57K	-4.67K	-30.61%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	14.28K	708.64K	-897	-5.91%
Mar 31, 2024	CREATIVE PLANNING	0.22%	16.58K	822.76K	-254	-1.51%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.24%	16.3K	808.96K	16.3K	+100.00%
Mar 31, 2024	HARBOR INVESTMENT ADVISORY, LLC	0.24%	16.43K	815.39K	-4.97K	-23.24%
Mar 31, 2024	PRINCETON GLOBAL ASSET MANAGEMENT LLC	0.24%	16.89K	838.6K	5.27K	+45.30%
Mar 31, 2024	SIGNET FINANCIAL MANAGEMENT, LLC	0.25%	17.43K	865.12K	-942	-5.13%
Mar 31, 2024	WELL DONE, LLC	0.25%	17.53K	870.14K	-104	-0.59%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.25%	19.02K	944.23K	-12.57K	-39.79%
Mar 31, 2024	WAVERTON INVESTMENT MANAGEMENT LTD	0.27%	18.88K	960.33K	790	+4.37%
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	0.28%	19.12K	949.29K	-34	-0.18%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.28%	19.38K	962.1K	4.82K	+33.09%
Mar 31, 2024	JPMORGAN CHASE & CO	0.28%	21.27K	1.06M	7.82K	+58.10%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.3%	20.8K	1.03M	4	+0.02%
Mar 31, 2024	COLLABORATIVE WEALTH MANAGMENT INC.	0.3%	21.01K	1.04M	-5.7K	-21.33%
Mar 31, 2024	CERTUITY, LLC	0.41%	28.59K	1.42M	-28	-0.10%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.42%	31.49K	1.56M	-83.09K	-72.52%
Mar 31, 2024	PRECEDENT WEALTH PARTNERS, LLC	0.43%	29.52K	1.47M	656	+2.27%
Mar 31, 2024	BOSTON FINANCIAL MANGEMENT LLC	0.64%	44.46K	2.21M	1.82K	+4.26%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	6.76%	467.16K	23.19M	52.96K	+12.79%
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	0.06%	4.3K	213.63K	1.85K	+75.46%
Mar 31, 2024	SAXON INTERESTS, INC.	0.06%	4.72K	234.05K	0	0
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.07%	4.9K	243K	4.9K	+100.00%
Mar 31, 2024	COLONIAL RIVER WEALTH MANAGEMENT, LLC	0.07%	5.04K	250.02K	-8.44K	-62.61%
Mar 31, 2024	REDMOND ASSET MANAGEMENT, LLC	0.07%	5.04K	250.17M	-78	-1.52%
Mar 31, 2024	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.07%	5.25K	251.57K	-89	-1.67%
Mar 31, 2024	FLAGSHIP HARBOR ADVISORS, LLC	0.08%	5.73K	284.29K	0	0
Mar 31, 2024	RMR WEALTH BUILDERS	0.08%	5.76K	285.69K	290	+5.31%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.08%	5.91K	293.34K	5.91K	+100.00%
Dec 31, 2023	JOSEPH GROUP CAPITAL MANAGEMENT	0.45%	29.94K	1.42M	-365	-1.20%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.5%	33.26K	1.58M	-583	-1.72%
Dec 31, 2023	KLR INVESTMENT ADVISORS, LLC	0.51%	34.17K	1.62M	-220	-0.64%
Dec 31, 2023	BOSTON FINANCIAL MANGEMENT LLC	0.64%	42.65K	2.02M	-3.34K	-7.27%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.65%	43.29K	2.05M	-1K	-2.26%
Dec 31, 2023	CWM, LLC	0.97%	64.55K	3.06M	46.84K	+264.42%
Dec 31, 2023	XML FINANCIAL, LLC	1.33%	88.12K	4.18M	-43	-0.05%
Dec 31, 2023	LVM CAPITAL MANAGEMENT LTD/MI	1.65%	109.26K	5.18M	10.7K	+10.86%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.72%	114.31K	5.42M	-8.89K	-7.22%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.73%	114.58K	5.44M	-5.64K	-4.69%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	2.19%	145.53K	6.9M	-15.61K	-9.69%
Dec 31, 2023	LINSCOMB & WILLIAMS, INC.	2.21%	146.92K	6.97M	-8.79K	-5.65%
Dec 31, 2023	VENTURI WEALTH MANAGEMENT, LLC	3.36%	223.25K	10.59M	220.97K	+9,678.93%
Dec 31, 2023	LPL FINANCIAL LLC	3.64%	241.4K	11.45M	-66.49K	-21.60%
Dec 31, 2023	MORGAN STANLEY	4.14%	274.56K	13.03M	23.04K	+9.16%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.48%	31.59K	1.5M	21.83K	+223.60%
Dec 31, 2023	UBS GROUP AG	4.3%	285.22K	13.53M	8.47K	+3.06%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	6.24%	414.2K	19.65M	-59.86K	-12.63%
Dec 31, 2023	PRIVATE WEALTH STRATEGIES, L.L.C.	7.93%	526.28K	24.97M	10.08K	+1.95%
Dec 31, 2023	FLAGSHIP HARBOR ADVISORS, LLC	0.09%	5.73K	271.69K	0	0
Dec 31, 2023	BROOKS, MOORE & ASSOCIATES, INC.	0.09%	5.79K	274.58K	5.79K	+100.00%
Dec 31, 2023	9258 WEALTH MANAGEMENT, LLC	0.1%	6.4K	303.62K	0	0
Dec 31, 2023	ASSET DEDICATION, LLC	0.1%	6.52K	310K	0	0
Dec 31, 2023	CADENCE BANK	0.11%	7.03K	333.6K	-40	-0.57%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	8.4K	398K	1.19K	+16.51%
Dec 31, 2023	CAPITAL MANAGEMENT CORP /VA	0.14%	9K	426.96K	0	0
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.14%	9.3K	441.19K	0	0
Dec 31, 2023	GOLDEN STATE EQUITY PARTNERS	0.15%	10.25K	486.12K	472	+4.83%
Dec 31, 2023	PRINCETON GLOBAL ASSET MANAGEMENT LLC	0.18%	11.63K	551.59K	150	+1.31%
Dec 31, 2023	JPMORGAN CHASE & CO	0.2%	13.46K	638.35K	-2.02K	-13.05%
Dec 31, 2023	COLONIAL RIVER WEALTH MANAGEMENT, LLC	0.2%	13.47K	639.17K	-10.37K	-43.50%
Dec 31, 2023	CETERA ADVISORS LLC	0.21%	14.03K	665.45K	14.03K	+100.00%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.22%	14.56K	690.82K	2.75K	+23.27%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.23%	15.17K	719.82K	-2.13K	-12.33%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.23%	15.26K	723.93K	2.86K	+23.03%
Dec 31, 2023	CREATIVE PLANNING	0.25%	16.83K	798.38K	1.33K	+8.60%
Dec 31, 2023	WELL DONE, LLC	0.27%	17.63K	836.51K	-991	-5.32%
Dec 31, 2023	CIBC WORLD MARKET INC.	0.27%	17.73K	841K	17.73K	+100.00%
Dec 31, 2023	MY LEGACY ADVISORS, LLC	0.27%	18.03K	824.47K	7.4K	+69.54%
Dec 31, 2023	WAVERTON INVESTMENT MANAGEMENT LTD	0.27%	18.09K	902.78K	-590	-3.16%
Dec 31, 2023	SIGNET FINANCIAL MANAGEMENT, LLC	0.28%	18.37K	871.45K	-245	-1.32%
Dec 31, 2023	CITADEL ADVISORS LLC	0.29%	19.06K	904.25K	19.06K	+100.00%
Dec 31, 2023	IHT WEALTH MANAGEMENT, LLC	0.29%	19.16K	908.81K	19.16K	+100.00%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.31%	20.79K	986.38K	-4.53K	-17.87%
Dec 31, 2023	HARBOR INVESTMENT ADVISORY, LLC	0.32%	21.4K	1.02M	5.86K	+37.71%
Dec 31, 2023	ROYAL BANK OF CANADA	0.37%	24.54K	1.16M	892	+3.77%
Dec 31, 2023	COLLABORATIVE WEALTH MANAGMENT INC.	0.4%	26.71K	1.27M	-2.54K	-8.67%
Dec 31, 2023	CERTUITY, LLC	0.43%	28.62K	1.36M	-7.19K	-20.08%
Dec 31, 2023		0.43%	28.87K	1.37M	28.87K	+100.00%

Frequently Asked Questions