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

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

ONE CAPITAL MANAGEMENT, LLC, in the last quarter, reduced its stake in DGRW by -19.5% restricting it's holding to 516.72 thousand shares of worth nearly $46.21M. NEWEDGE ADVISORS, LLC also lessened -11.66% of the DGRW shares from its portfolio, reducing its holding to 526.56 thousand shares of worth $47.09M. SKYVIEW INVESTMENT ADVISORS, LLC also shunned DGRW shares holding by -0.23% last quarter which brought its holding to 527.86 thousand shares worth $47.21M.

Investors who are buying DGRW stock?

As per its latest 13F filing, ADVISOR GROUP HOLDINGS, INC. increased its stake in DGRW by 17.52% in the last quarter. The institutional holder raised its holding to 656.18 thousand shares having worth more than $58.69M. DUNCAN WILLIAMS ASSET MANAGEMENT, LLC also added 6.72% more shares of DGRW to its portfolio, raising its holding to 523.23 thousand shares of worth $48.20M. CWM, LLC also increased its DGRW shares holding by 13.76% which brought its holding to 539.06 thousand shares worth $48.21M.

DGRW's major insiders: who are they?

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

Did an insider recently sell DGRW stock?

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

Which insider recently purchased DGRW stock?

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

How much of DGRW does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in DGRW?

ADVISOR GROUP HOLDINGS, INC. is the largest institutional owner in DGRW which holds 656.18 thousand shares worth $58.69M or 0.38% of the total DGRW shares outstanding followed by ONE CAPITAL MANAGEMENT, LLC with ownership of 516.72 thousand shares representing 0.3% of the DGRW ownership. DUNCAN WILLIAMS ASSET MANAGEMENT, LLC is the third largest stakeholder with 523.23 thousand shares or 0.3% of the ownership worth more than $48.20M.

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

Is there a short position on DGRW's shares?

Number of DGRW 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 DGRW shares are there?

As of today, null shares of DGRW are outstanding.

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

DGRW 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 DGRW is null.

WisdomTree US Quality Dividend Growth Fund (DGRW) 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. ADVISOR GROUP HOLDINGS, INC. is the top corporate investor, holding 656.18K shares valued at $58.69M. A 0.38% stake in WisdomTree U.S. Quality Dividend Growth Fund is owned by the company. ONE CAPITAL MANAGEMENT, LLC owns 516.72K shares valued at $46.21M, which translates its holding of 0.3% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.38%	656.18K	58.69M	97.8K	+17.52%
Dec 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0.3%	516.72K	46.21M	-125.14K	-19.50%
Dec 31, 2025	DUNCAN WILLIAMS ASSET MANAGEMENT, LLC	0.3%	523.23K	48.2M	32.97K	+6.72%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.3%	526.56K	47.09M	-69.49K	-11.66%
Dec 31, 2025	SKYVIEW INVESTMENT ADVISORS, LLC	0.3%	527.86K	47.21M	-1.24K	-0.23%
Dec 31, 2025	TAIYO LIFE INSURANCE CO	0.3%	525K	46.95M	0	0
Dec 31, 2025	CWM, LLC	0.31%	539.06K	48.21M	65.22K	+13.76%
Dec 31, 2025	FIDUCIARY PLANNING LLC	0.32%	559.51K	50.04M	8.2K	+1.49%
Dec 31, 2025	SPINNAKER INVESTMENT GROUP, LLC	0.36%	616.57K	55.14M	1.23K	+0.20%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.24%	413.37K	36.97M	15.84K	+3.98%
Dec 31, 2025	CONNABLE OFFICE INC	0.27%	463.06K	41.41M	26.75K	+6.13%
Dec 31, 2025	INTRUA FINANCIAL, LLC	0.28%	483.3K	43.22M	13.74K	+2.93%
Dec 31, 2025	IAM ADVISORY, LLC	0.38%	661.83K	59.19M	-139.54K	-17.41%
Dec 31, 2025	SNS FINANCIAL GROUP, LLC	0.41%	703.78K	62.94M	4K	+0.57%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.44%	762.52K	68.19M	9.98K	+1.33%
Dec 31, 2025	LEGACY FINANCIAL ADVISORS, INC.	0.47%	818.33K	73.18M	-133	-0.02%
Dec 31, 2025	RVW WEALTH, LLC	0.48%	823.03K	73.6M	384	+0.05%
Dec 31, 2025	GLASSMAN WEALTH SERVICES	0.49%	841.3K	75.24M	5.26K	+0.63%
Dec 31, 2025	COMERICA BANK	0.49%	854.54K	76.42M	89.59K	+11.71%
Dec 31, 2025	BOUCHEY FINANCIAL GROUP LTD	0.5%	872.58K	78.03M	7.04K	+0.81%
Dec 31, 2025	CLEARWATER CAPITAL ADVISORS, LLC	0.52%	899.72K	80.46M	12.49K	+1.41%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.59%	1.03M	92.16M	-57.94K	-5.32%
Dec 31, 2025	COLONY GROUP, LLC	0.78%	1.36M	121.51M	1.32M	+3,150.98%
Dec 31, 2025	ASPIRE CAPITAL ADVISORS LLC	0.21%	368.49K	32.95M	3.46K	+0.95%
Dec 31, 2025	SERENUS WEALTH ADVISORS, LLC	0.22%	382.11K	34.17M	10.97K	+2.96%
Dec 31, 2025	MARINER, LLC	0.33%	564.09K	50.45M	192.44K	+51.78%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.44%	766.56K	68.55M	198.51K	+34.95%
Dec 31, 2025	WADDELL & ASSOCIATES, LLC	0.57%	991K	88.62M	12.86K	+1.31%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.58%	1.02M	90.89M	121.59K	+13.59%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.82%	1.42M	126.95M	-88.88K	-5.89%
Dec 31, 2025	ROYAL BANK OF CANADA	0.93%	1.62M	144.75M	-71.27K	-4.22%
Dec 31, 2025	LIDO ADVISORS, LLC	0.36%	629.59K	56.01M	3.08K	+0.49%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.46%	809.55K	72.4M	24.28K	+3.09%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.62%	1.08M	97M	-12.1K	-1.10%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.65%	1.12M	99.93M	390.88K	+53.80%
Dec 31, 2025	UBS GROUP AG	1.54%	2.68M	239.54M	138.92K	+5.47%
Dec 31, 2025	BEACON FINANCIAL GROUP	0.33%	578.14K	51.7M	-16.7K	-2.81%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.64%	2.87M	256.58M	-45.55K	-1.56%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.97%	3.41M	305.31M	-9.69K	-0.28%
Dec 31, 2025	MORGAN STANLEY	4.88%	8.51M	761.24M	27.93K	+0.33%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	6.84%	11.92M	1.07B	-64.52K	-0.54%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.29%	509.36K	45.55M	-1.68K	-0.33%
Dec 31, 2025	LPL FINANCIAL LLC	7.05%	12.22M	1.09B	-150.51K	-1.22%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.28%	480.06K	42.93M	23.15K	+5.07%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0.68%	1.19M	106.1M	3.08K	+0.26%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.71%	1.23M	111.09M	2.86K	+0.23%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.89%	1.54M	137.3M	141.45K	+10.15%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.97%	1.68M	150.54M	102.5K	+6.48%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.35%	2.35M	210.12M	69.22K	+3.04%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.41%	2.45M	219.18M	1.79K	+0.07%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	4.06%	7.04M	629.52M	-84.63K	-1.19%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	7.06%	12.31M	1.1B	-3.45M	-21.88%
Dec 31, 2025	HOWARD FINANCIAL SERVICES, LTD.	0.2%	349.18K	31.23M	7.33K	+2.14%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.2%	351.19K	31.41M	-15.96K	-4.35%
Dec 31, 2025	SANCHEZ WEALTH MANAGEMENT GROUP	0.21%	360.09K	32.2M	21.08K	+6.22%
Dec 31, 2025	NEWEDGE WEALTH, LLC	0.22%	383.59K	34.3M	41.48K	+12.12%
Dec 31, 2025		0.22%	388.06K	34.7M	388.06K	+100.00%
Dec 31, 2025	TEAM FINANCIAL GROUP, LLC	0.22%	387.76K	34.68M	6.03K	+1.58%
Dec 31, 2025	IFP ADVISORS, INC	0.23%	390.54K	34.93M	-7.83K	-1.97%
Dec 31, 2025	BCM ADVISORS, LLC	0.23%	395.78K	35.98M	545	+0.14%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	406.71K	36.37M	-6.16K	-1.49%
Dec 31, 2025	SAVANT CAPITAL, LLC	0.24%	411.62K	36.81M	-25.6K	-5.85%
Dec 31, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.36%	623.35K	55.75M	-2.1K	-0.34%
Dec 31, 2025	JPMORGAN CHASE & CO	0.36%	635.44K	56.83M	4.69K	+0.74%
Dec 31, 2025	FUNDAMENTUM, LLC	0.54%	926.25K	82.83M	23.78K	+2.64%
Dec 31, 2025	GLEN EAGLE ADVISORS, LLC	0.3%	514.98K	46.05M	-27.59K	-5.09%
Sep 30, 2025	WADDELL & ASSOCIATES, LLC	0.53%	978.14K	87.02M	32.06K	+3.39%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.59%	1.1M	97.57M	51.35K	+4.91%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0.64%	1.18M	105.26M	378.09K	+46.96%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	8.54%	15.76M	1.4B	-4.03M	-20.38%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	3.86%	7.12M	633.66M	183.94K	+2.65%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.59%	1.09M	96.83M	-381.26K	-25.94%
Sep 30, 2025	INTRUA FINANCIAL, LLC	0.25%	469.55K	41.77M	75.25K	+19.08%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.31%	568.05K	50.53M	-47.45K	-7.71%
Sep 30, 2025	LIDO ADVISORS, LLC	0.34%	626.51K	55.73M	619.61K	+8,977.22%
Sep 30, 2025	JPMORGAN CHASE & CO	0.34%	630.75K	56.11M	36.31K	+6.11%
Sep 30, 2025	GLASSMAN WEALTH SERVICES	0.45%	836.04K	74.37M	3.97K	+0.48%
Sep 30, 2025	UBS GROUP AG	1.38%	2.54M	225.93M	102.76K	+4.22%
Sep 30, 2025	LPL FINANCIAL LLC	6.71%	12.37M	1.1B	-98.73K	-0.79%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	6.5%	11.98M	1.07B	-438.15K	-3.53%
Sep 30, 2025	RVW WEALTH, LLC	0.45%	822.64K	73.18M	18.37K	+2.28%
Sep 30, 2025	LEGACY FINANCIAL ADVISORS, INC.	0.44%	818.46K	72.81M	-2.03K	-0.25%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.86%	3.42M	304.57M	-116.67K	-3.30%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.58%	2.91M	259.28M	65.51K	+2.30%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	412.87K	36.73M	14.63K	+3.67%
Sep 30, 2025	CONNABLE OFFICE INC	0.24%	436.31K	38.81M	123.66K	+39.55%
Sep 30, 2025	MORGAN STANLEY	4.6%	8.48M	754.75M	-189.28K	-2.18%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.34%	634.55K	51.87M	326.77K	+106.17%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.32%	596.04K	53.02M	-2.81K	-0.47%
Sep 30, 2025	ONE CAPITAL MANAGEMENT, LLC	0.35%	641.85K	57.1M	-40.77K	-5.97%
Sep 30, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.34%	625.45K	55.64M	-17.02K	-2.65%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.43%	785.27K	69.86M	26.82K	+3.54%
Sep 30, 2025	FIDUCIARY PLANNING LLC	0.3%	551.31K	49.04M	30.04K	+5.76%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.3%	558.38K	49.24M	28.15K	+5.31%
Sep 30, 2025	SNS FINANCIAL GROUP, LLC	0.38%	699.78K	62.25M	933	+0.13%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.39%	726.57K	64.64M	-84.25K	-10.39%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.41%	752.54K	66.95M	15.49K	+2.10%
Sep 30, 2025	BEACON FINANCIAL GROUP	0.32%	594.84K	52.92M	-29.41K	-4.71%
Sep 30, 2025	ROYAL BANK OF CANADA	0.92%	1.69M	150.33M	14.85K	+0.89%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.24%	2.28M	202.86M	153.58K	+7.22%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.33%	2.45M	217.86M	494.72K	+25.31%
Sep 30, 2025	COMERICA BANK	0.41%	764.95K	68.05M	-2.41K	-0.31%
Sep 30, 2025	GLEN EAGLE ADVISORS, LLC	0.29%	542.58K	48.27M	-15.8K	-2.83%
Sep 30, 2025	SPINNAKER INVESTMENT GROUP, LLC	0.33%	615.34K	54.74M	66.26K	+12.07%
Sep 30, 2025	CWM, LLC	0.26%	473.83K	42.15M	89.4K	+23.26%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.16%	303.38K	26.99M	7.7K	+2.60%
Sep 30, 2025	SK WEALTH MANAGEMENT, LLC	0.17%	308.27K	27.34M	14.89K	+5.08%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.17%	317.67K	28.26M	35.61K	+12.62%
Sep 30, 2025	CHOICE WEALTH ADVISORS, LLC	0.17%	321.72K	28.62M	-7.41K	-2.25%
Sep 30, 2025	COMPASS FINANCIAL SERVICES INC	0.18%	323.5K	28.78M	18.5K	+6.07%
Sep 30, 2025	SANCHEZ WEALTH MANAGEMENT GROUP	0.18%	339.01K	30.16M	8.63K	+2.61%
Sep 30, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.19%	341.83K	30.41M	-60.59K	-15.06%
Sep 30, 2025	NEWEDGE WEALTH, LLC	0.19%	342.11K	30.28M	-107.73K	-23.95%
Sep 30, 2025	HOWARD FINANCIAL SERVICES, LTD.	0.19%	341.85K	30.41M	7.47K	+2.23%
Sep 30, 2025	CERITY PARTNERS LLC	0.19%	343.85K	30.59M	-35.82K	-9.44%
Sep 30, 2025	ASPIRE CAPITAL ADVISORS LLC	0.2%	365.04K	32.47M	5.78K	+1.61%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.2%	367.15K	32.66M	-11.15K	-2.95%
Sep 30, 2025	SERENUS WEALTH ADVISORS, LLC	0.2%	371.13K	33.02M	-13.79K	-3.58%
Sep 30, 2025	TEAM FINANCIAL GROUP, LLC	0.21%	381.73K	33.96M	5.4K	+1.44%
Sep 30, 2025	BCM ADVISORS, LLC	0.21%	395.23K	35.72M	-1.05K	-0.27%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.24%	437.21K	38.89M	-12.77K	-2.84%
Sep 30, 2025	IAM ADVISORY, LLC	0.43%	801.37K	71.29M	5.92K	+0.74%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.25%	456.91K	40.65M	10.62K	+2.38%
Sep 30, 2025	BOUCHEY FINANCIAL GROUP LTD	0.47%	865.54K	77M	-907	-0.10%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.66%	1.22M	108.85M	65K	+5.61%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.7%	1.29M	115.17M	836	+0.06%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.76%	1.39M	124M	-7.52K	-0.54%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.82%	1.51M	134.19M	217.28K	+16.83%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.86%	1.58M	140.63M	-17.17K	-1.07%
Sep 30, 2025	DUNCAN WILLIAMS ASSET MANAGEMENT, LLC	0.27%	490.27K	43.61M	47.4K	+10.70%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.28%	511.04K	45.46M	-6.15K	-1.19%
Sep 30, 2025	TAIYO LIFE INSURANCE CO	0.28%	525K	46.7M	0	0
Sep 30, 2025	CLEARWATER CAPITAL ADVISORS, LLC	0.48%	887.23K	78.93M	11.2K	+1.28%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0.49%	894.69K	79.59M	256.6K	+40.21%
Sep 30, 2025	FUNDAMENTUM, LLC	0.49%	902.46K	80.28M	27.63K	+3.16%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.77%	1.4M	117.35M	393.08K	+38.98%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	10.81%	19.79M	1.66B	331.21K	+1.70%
Jun 30, 2025	LPL FINANCIAL LLC	6.81%	12.47M	1.04B	-323.85K	-2.53%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	6.79%	12.42M	1.04B	590.24K	+4.99%
Jun 30, 2025	MORGAN STANLEY	4.74%	8.67M	726.32B	230.72K	+2.73%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	3.79%	6.94M	581.08M	511.4K	+7.96%
Jun 30, 2025	HAMILTON CAPITAL, LLC	3.77%	6.89M	577.3M	194.69K	+2.91%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.93%	3.54M	296.47M	20.25K	+0.58%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	1.56%	2.85M	238.59M	-49.23K	-1.70%
Jun 30, 2025	UBS GROUP AG	1.33%	2.44M	204.07M	79.32K	+3.36%
Jun 30, 2025	IAM ADVISORY, LLC	0.43%	795.45K	66.61M	12.81K	+1.64%
Jun 30, 2025	COMERICA BANK	0.42%	767.36K	64.26M	-1.76K	-0.23%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.41%	758.45K	63.51M	32.64K	+4.50%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.4%	737.05K	61.72M	-100.06K	-11.95%
Jun 30, 2025	SNS FINANCIAL GROUP, LLC	0.38%	698.85K	58.52M	11.84K	+1.72%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.16%	2.13M	178.09M	585.94K	+38.03%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.07%	1.95M	163.65M	-303.91K	-13.46%
Jun 30, 2025	HORIZON WEALTH MANAGEMENT, LLC	0.36%	667.75K	55.92M	1.13K	+0.17%
Jun 30, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.35%	642.47K	53.8M	11.02K	+1.75%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.35%	638.09K	53.43M	414.14K	+184.93%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.33%	598.85K	50.15M	12.55K	+2.14%
Jun 30, 2025	JPMORGAN CHASE & CO	0.32%	594.45K	49.78M	-70.7K	-10.63%
Jun 30, 2025	GLEN EAGLE ADVISORS, LLC	0.3%	558.38K	46.76M	37.12K	+7.12%
Jun 30, 2025	SPINNAKER INVESTMENT GROUP, LLC	0.3%	549.08K	45.98M	-51.12K	-8.52%
Jun 30, 2025	SKYVIEW INVESTMENT ADVISORS, LLC	0.29%	537.46K	44.85M	7.16K	+1.35%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.29%	530.23K	44.41M	-39.71K	-6.97%
Jun 30, 2025	TAIYO LIFE INSURANCE CO	0.29%	525K	43.96M	-325K	-38.24%
Jun 30, 2025	FIDUCIARY PLANNING LLC	0.28%	521.26K	43.65M	-32.59K	-5.88%
Jun 30, 2025	RVW WEALTH, LLC	0.44%	804.27K	67.35M	-28.58K	-3.43%
Jun 30, 2025	ONE CAPITAL MANAGEMENT, LLC	0.37%	682.62K	57.16M	-171.85K	-20.11%
Jun 30, 2025	BEACON FINANCIAL GROUP	0.34%	624.25K	52.27M	-15.44K	-2.41%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.34%	615.51K	51.54M	102.15K	+19.90%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.28%	517.19K	43.31M	-1.42K	-0.27%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.27%	487.07K	40.79M	31.68K	+6.96%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.25%	449.98K	37.68M	-2.79K	-0.62%
Jun 30, 2025	NEWEDGE WEALTH, LLC	0.25%	449.84K	38.46M	-15.97K	-3.43%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.71%	1.29M	108.12M	-21.56K	-1.64%
Jun 30, 2025	ROYAL BANK OF CANADA	0.92%	1.68M	140.26M	118.25K	+7.60%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.87%	1.6M	133.82M	12.06K	+0.76%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.8%	1.47M	123.08M	192.55K	+15.08%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.71%	1.29M	108.34M	7.58K	+0.59%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.63%	1.16M	98.68M	-53.31K	-4.40%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.57%	1.05M	87.54M	-51.61K	-4.71%
Jun 30, 2025	WADDELL & ASSOCIATES, LLC	0.52%	946.08K	79.22M	14.09K	+1.51%
Jun 30, 2025	CLEARWATER CAPITAL ADVISORS, LLC	0.48%	876.02K	73.36M	8.81K	+1.02%
Jun 30, 2025	FUNDAMENTUM, LLC	0.48%	874.83K	73.26M	-10.29K	-1.16%
Jun 30, 2025	BOUCHEY FINANCIAL GROUP LTD	0.47%	866.44K	72.56M	1.65K	+0.19%
Jun 30, 2025	GLASSMAN WEALTH SERVICES	0.45%	832.07K	69.68M	22.45K	+2.77%
Jun 30, 2025	LEGACY FINANCIAL ADVISORS, INC.	0.45%	820.49K	68.71M	16.83K	+2.09%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.44%	810.82K	67.9M	-6.03K	-0.74%
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0.44%	805.18K	67.43M	751.32K	+1,394.84%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.98%	3.52M	281.11M	-94.41K	-2.61%
Mar 31, 2025	NEWEDGE WEALTH, LLC	0.26%	465.81K	37.2M	-49.5K	-9.61%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.26%	455.39K	36.37M	36.58K	+8.73%
Mar 31, 2025	SAVANT CAPITAL, LLC	0.25%	452.77K	36.16M	-48.12K	-9.61%
Mar 31, 2025	CERITY PARTNERS LLC	0.24%	431.13K	34.43M	-77.81K	-15.29%
Mar 31, 2025	BOUCHEY FINANCIAL GROUP LTD	0.49%	864.8K	69.06M	-17.18K	-1.95%
Mar 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0.48%	854.47K	68.24M	-422.15K	-33.07%
Mar 31, 2025	TAIYO LIFE INSURANCE CO	0.48%	850K	67.88M	0	0
Mar 31, 2025	RVW WEALTH, LLC	0.47%	832.85K	66.51M	-6.49K	-0.77%
Mar 31, 2025	GLASSMAN WEALTH SERVICES	0.46%	809.61K	64.66M	22.24K	+2.82%
Mar 31, 2025	LIDO ADVISORS, LLC	0.38%	680.62K	54.35M	-739.35K	-52.07%
Mar 31, 2025	SKYVIEW INVESTMENT ADVISORS, LLC	0.3%	530.3K	42.35M	13.02K	+2.52%
Mar 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.57%	1.01M	80.52M	304.18K	+43.20%
Mar 31, 2025	JPMORGAN CHASE & CO	0.37%	665.15K	53.12M	-69.7K	-9.49%
Mar 31, 2025	SPINNAKER INVESTMENT GROUP, LLC	0.34%	600.2K	47.93M	28.68K	+5.02%
Mar 31, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.36%	631.45K	50.43M	-15.12K	-2.34%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.74%	1.31M	104.83M	-1.42M	-51.95%
Mar 31, 2025	IAM ADVISORY, LLC	0.44%	782.64K	62.5M	-5.04K	-0.64%
Mar 31, 2025	ROYAL BANK OF CANADA	0.88%	1.56M	124.32M	62.15K	+4.16%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.32%	569.94K	45.52M	103.17K	+22.10%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.33%	586.3K	46.82M	59.48K	+11.29%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.89%	1.59M	126.65M	7.77K	+0.49%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.27%	2.26M	180.34M	152.59K	+7.25%
Mar 31, 2025	UBS GROUP AG	1.33%	2.36M	188.28M	-3.72K	-0.16%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	1.63%	2.9M	231.46M	174.13K	+6.39%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	3.62%	6.43M	513.29M	94.83K	+1.50%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	6.66%	11.83M	944.89M	149.55K	+1.28%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.41%	725.81K	57.96M	52.01K	+7.72%
Mar 31, 2025	SNS FINANCIAL GROUP, LLC	0.39%	687.01K	54.86M	25.9K	+3.92%
Mar 31, 2025	WADDELL & ASSOCIATES, LLC	0.52%	931.99K	74.43M	15.26K	+1.66%
Mar 31, 2025	FUNDAMENTUM, LLC	0.5%	885.13K	70.69M	47.23K	+5.64%
Mar 31, 2025	CLEARWATER CAPITAL ADVISORS, LLC	0.49%	867.21K	69.26M	17.95K	+2.11%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.46%	837.11K	66.85M	778.86K	+1,337.03%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.46%	816.85K	65.23M	95.76K	+13.28%
Mar 31, 2025	LEGACY FINANCIAL ADVISORS, INC.	0.45%	803.66K	64.18M	18.89K	+2.41%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.29%	518.6K	41.42M	15.33K	+3.05%
Mar 31, 2025	FIDUCIARY PLANNING LLC	0.31%	553.85K	44.23M	26.18K	+4.96%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	10.95%	19.46M	1.55B	367.64K	+1.93%
Mar 31, 2025	HORIZON WEALTH MANAGEMENT, LLC	0.38%	666.61K	53.24M	5.57K	+0.84%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.72%	1.29M	102.71M	-31.04K	-2.36%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.87%	1.54M	123.05M	255.54K	+19.88%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.68%	1.21M	96.73M	20.11K	+1.69%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.62%	1.1M	87.61M	32.01K	+3.01%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.29%	513.35K	41M	-7.15K	-1.37%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.72%	1.28M	102M	298.09K	+30.44%
Mar 31, 2025	COMERICA BANK	0.43%	769.12K	61.42M	-15.47K	-1.97%
Mar 31, 2025	BEACON FINANCIAL GROUP	0.36%	639.7K	51.09M	-39.11K	-5.76%
Mar 31, 2025	LPL FINANCIAL LLC	7.2%	12.79M	1.02B	792.92K	+6.61%
Mar 31, 2025	MORGAN STANLEY	4.75%	8.44M	674.24M	-168.41K	-1.96%
Mar 31, 2025	HAMILTON CAPITAL, LLC	3.77%	6.7M	535M	113.38K	+1.72%
Mar 31, 2025	GLEN EAGLE ADVISORS, LLC	0.29%	521.26K	41.63M	78.31K	+17.68%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.19%	333.02K	25.37M	292.52K	+722.12%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.19%	335.79K	25.58M	9.37K	+2.87%
Mar 31, 2024	ASPIRE CAPITAL ADVISORS LLC	0.21%	362.39K	27.61M	-10.46K	-2.80%
Mar 31, 2024	GPS WEALTH STRATEGIES GROUP, LLC	0.22%	389.8K	29.7M	-40.76K	-9.47%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.22%	390.41K	29.75M	116.87K	+42.73%
Mar 31, 2024	BCM ADVISORS, LLC	0.24%	410.3K	30.18M	-6.01K	-1.44%
Mar 31, 2024	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.24%	411.69K	31.37M	8.05K	+1.99%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.25%	431.28K	32.86M	-89.89K	-17.25%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.54%	2.68M	204.09M	-1M	-27.20%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	1.13%	1.83M	139.12M	1.17M	+176.70%
Mar 31, 2024	UBS GROUP AG	1.38%	2.41M	183.33M	45.07K	+1.91%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	3.65%	6.35M	482.55M	1.28M	+25.23%
Mar 31, 2024	MORGAN STANLEY	4.39%	7.65M	583.05M	817.2K	+11.96%
Mar 31, 2024	HAMILTON CAPITAL, LLC	4.42%	7.17M	546.07M	-7.34K	-0.10%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	6.44%	11.23M	855.24M	530.96K	+4.97%
Mar 31, 2024	FIDUCIARY PLANNING LLC	0.28%	461.91K	35.19M	14.8K	+3.31%
Mar 31, 2024	JPMORGAN CHASE & CO	0.3%	518.63K	39.51M	-98.89K	-16.01%
Mar 31, 2024	SKYVIEW INVESTMENT ADVISORS, LLC	0.3%	486.45K	37.06M	51.66K	+11.88%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.3%	493.94K	37.63M	19.07K	+4.02%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	10.46%	18.23M	1.39B	582.74K	+3.30%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	0.31%	497.11K	37.87M	20.17K	+4.23%
Mar 31, 2024	NEWEDGE WEALTH, LLC	0.31%	505.29K	36.97M	26.23K	+5.48%
Mar 31, 2024	BOUCHEY FINANCIAL GROUP LTD	0.32%	515.65K	39.29M	292	+0.06%
Mar 31, 2024	SAVANT CAPITAL, LLC	0.34%	556.2K	42.38M	-22.02K	-3.81%
Mar 31, 2024	FUNDAMENTUM, LLC	0.34%	559.27K	42.61M	-15.71K	-2.73%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	601.79K	45.85M	22.93K	+3.96%
Mar 31, 2024	SPINNAKER INVESTMENT GROUP, LLC	0.35%	571.71K	43.56M	-643	-0.11%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.36%	588.77K	44.86M	36.47K	+6.60%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.37%	592.8K	45.17M	-58.59K	-8.99%
Mar 31, 2024	SNS FINANCIAL GROUP, LLC	0.37%	597.6K	45.53M	12.17K	+2.08%
Mar 31, 2024	CETERA ADVISORS LLC	0.41%	668.59K	50.94M	259.59K	+63.47%
Mar 31, 2024	GLASSMAN WEALTH SERVICES	0.41%	670.61K	51.09M	30.6K	+4.78%
Mar 31, 2024	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.43%	697.06K	53.11M	-53.07K	-7.07%
Mar 31, 2024	BEACON FINANCIAL GROUP	0.43%	705.63K	53.76M	-74.42K	-9.54%
Mar 31, 2024	PRIVATE WEALTH STRATEGIES, L.L.C.	0.44%	709.07K	54.02M	5.67K	+0.81%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.44%	721.07K	54.94M	19.6K	+2.79%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.45%	781.28K	59.53M	100.57K	+14.78%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.46%	800.29K	60.97M	207.16K	+34.93%
Mar 31, 2024	RELATIVE VALUE PARTNERS GROUP, LLC	0.47%	757.54K	53.92M	-8.49K	-1.11%
Mar 31, 2024	BOSTON FINANCIAL MANGEMENT LLC	0.48%	771.7K	58.8M	15K	+1.98%
Mar 31, 2024	TOWNSQUARE CAPITAL LLC	0.48%	782.08K	59.59M	32.4K	+4.32%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.48%	784.1K	59.74M	784.1K	+100.00%
Mar 31, 2024	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.49%	794.2K	60.51M	127.21K	+19.07%
Mar 31, 2024	RVW WEALTH, LLC	0.49%	796.56K	60.69M	36.69K	+4.83%
Mar 31, 2024	LEGACY FINANCIAL ADVISORS, INC.	0.5%	804.77K	61.32M	85.16K	+11.83%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.51%	830.46K	63.27M	-156.73K	-15.88%
Mar 31, 2024	TAIYO LIFE INSURANCE CO	0.52%	850K	64.76M	0	0
Mar 31, 2024	WADDELL & ASSOCIATES, LLC	0.54%	868.99K	66.21M	-1.62K	-0.19%
Mar 31, 2024	CLEARWATER CAPITAL ADVISORS, LLC	0.54%	876.52K	66.78M	-15.58K	-1.75%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.57%	921.43K	70.2M	865.24K	+1,539.87%
Mar 31, 2024	ROYAL BANK OF CANADA	0.73%	1.28M	97.48M	43.87K	+3.55%
Mar 31, 2024	ONE CAPITAL MANAGEMENT, LLC	0.76%	1.23M	93.47M	32.79K	+2.75%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.77%	1.35M	102.68M	107.34K	+8.65%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.81%	1.41M	107.29M	86.39K	+6.54%
Mar 31, 2024	EMPLOYEES RETIREMENT SYSTEM OF TEXAS	0.88%	1.42M	108.37M	0	0
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.99%	1.6M	121.98M	4.33K	+0.27%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	1.42%	2.47M	188.43M	33K	+1.35%
Mar 31, 2024	LPL FINANCIAL LLC	5.52%	9.62M	732.77M	1.24M	+14.75%
Mar 31, 2024	CHOICE WEALTH ADVISORS, LLC	0.19%	331.18K	25.23M	-6.97K	-2.06%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.82%	1.32M	92.9M	57.11K	+4.52%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.99%	1.6M	112.21M	136.96K	+9.38%
Dec 31, 2023	UBS GROUP AG	1.46%	2.36M	165.95M	380.95K	+19.24%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	1.51%	2.44M	171.49M	68.43K	+2.89%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	2.28%	3.68M	258.61M	254.24K	+7.42%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	3.14%	5.07M	356.51M	-81.66K	-1.58%
Dec 31, 2023	MORGAN STANLEY	4.23%	6.84M	480.39M	621.49K	+10.00%
Dec 31, 2023	HAMILTON CAPITAL, LLC	4.44%	7.17M	504.23M	-74.25K	-1.02%
Dec 31, 2023	LPL FINANCIAL LLC	5.19%	8.38M	589.04M	803.42K	+10.60%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	6.62%	10.69M	751.58M	1.05M	+10.91%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	10.93%	17.65M	1.24B	3.14M	+21.67%
Dec 31, 2023	SKYVIEW INVESTMENT ADVISORS, LLC	0.27%	434.79K	30.56M	349.94K	+412.40%
Dec 31, 2023	FIDUCIARY PLANNING LLC	0.28%	447.11K	31.42M	301.81K	+207.71%
Dec 31, 2023	IFP ADVISORS, INC	0.28%	448.67K	31.53M	-16.92K	-3.63%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.29%	474.88K	33.37M	384	+0.08%
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	0.3%	476.93K	33.52M	-10.37K	-2.13%
Dec 31, 2023	NEWEDGE WEALTH, LLC	0.3%	479.06K	33.67M	-1.67K	-0.35%
Dec 31, 2023	BOUCHEY FINANCIAL GROUP LTD	0.32%	515.35K	36.22M	3.67K	+0.72%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.32%	521.16K	36.63M	-231.59K	-30.77%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.34%	552.3K	38.82M	55.26K	+11.12%
Dec 31, 2023	SPINNAKER INVESTMENT GROUP, LLC	0.35%	572.36K	40.23M	-10.1K	-1.73%
Dec 31, 2023	FUNDAMENTUM, LLC	0.36%	574.98K	40.41M	16.26K	+2.91%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.43%	701.47K	49.3M	-7.85K	-1.11%
Dec 31, 2023	SAVANT CAPITAL, LLC	0.36%	578.22K	40.64M	-18.9K	-3.16%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.36%	578.86K	40.68M	7.58K	+1.33%
Dec 31, 2023	SNS FINANCIAL GROUP, LLC	0.36%	585.44K	41.14M	1.05K	+0.18%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.37%	593.13K	41.69M	100.02K	+20.28%
Dec 31, 2023	AMPLIUS WEALTH ADVISORS, LLC	0.37%	605.3K	42.54M	-332.4K	-35.45%
Dec 31, 2023	JPMORGAN CHASE & CO	0.38%	617.52K	43.4M	364.62K	+144.17%
Dec 31, 2023	GLASSMAN WEALTH SERVICES	0.4%	640.01K	44.98M	81.83K	+14.66%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.4%	651.39K	45.78M	1.17K	+0.18%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.41%	659.91K	46.38M	4.92K	+0.75%
Dec 31, 2023	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.41%	666.98K	46.88M	108.71K	+19.47%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.42%	680.7K	47.84M	-22.23K	-3.16%
Dec 31, 2023	PRIVATE WEALTH STRATEGIES, L.L.C.	0.44%	703.4K	49.43M	7.27K	+1.04%
Dec 31, 2023	LEGACY FINANCIAL ADVISORS, INC.	0.45%	719.62K	50.57M	-544	-0.08%
Dec 31, 2023	TOWNSQUARE CAPITAL LLC	0.46%	749.68K	52.69M	35.61K	+4.99%
Dec 31, 2023	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.46%	750.13K	52.72M	-8.9K	-1.17%
Dec 31, 2023	BOSTON FINANCIAL MANGEMENT LLC	0.47%	756.7K	53.18M	3.59K	+0.48%
Dec 31, 2023	RVW WEALTH, LLC	0.47%	759.86K	53.4M	37.43K	+5.18%
Dec 31, 2023	RELATIVE VALUE PARTNERS GROUP, LLC	0.47%	766.03K	53.84M	10.97K	+1.45%
Dec 31, 2023	BEACON FINANCIAL GROUP	0.48%	780.04K	54.82M	152.52K	+24.31%
Dec 31, 2023	TAIYO LIFE INSURANCE CO	0.53%	850K	59.74M	0	0
Dec 31, 2023	WADDELL & ASSOCIATES, LLC	0.54%	870.61K	61.19M	13.87K	+1.62%
Dec 31, 2023	CLEARWATER CAPITAL ADVISORS, LLC	0.55%	892.1K	62.7M	7.01K	+0.79%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.61%	987.2K	69.38M	121.9K	+14.09%
Dec 31, 2023	ONE CAPITAL MANAGEMENT, LLC	0.74%	1.19M	83.92M	-1.99K	-0.17%
Dec 31, 2023	ROYAL BANK OF CANADA	0.77%	1.24M	86.84M	189.9K	+18.16%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.77%	1.24M	87.17M	13.31K	+1.08%
Dec 31, 2023	EMPLOYEES RETIREMENT SYSTEM OF TEXAS	0.88%	1.42M	99.96M	1.42M	+100.00%

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