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

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

LVM CAPITAL MANAGEMENT LTD/MI, in the last quarter, reduced its stake in DHS by -0.88% restricting it's holding to 29.07 thousand shares of worth nearly $3.18M. BRINKER CAPITAL INVESTMENTS, LLC also lessened -15.38% of the DHS shares from its portfolio, reducing its holding to 21.51 thousand shares of worth $2.35M. INVENIO WEALTH PARTNERS LLC also shunned DHS shares holding by -85.92% last quarter which brought its holding to 25.95 thousand shares worth $2.83M.

Investors who are buying DHS stock?

As per its latest 13F filing, AVIDIAN WEALTH SOLUTIONS, LLC increased its stake in DHS by 100% in the last quarter. The institutional holder raised its holding to 31.41 thousand shares having worth more than $3.43M. APELLA CAPITAL, LLC also added 1,092.94% more shares of DHS to its portfolio, raising its holding to 26.21 thousand shares of worth $2.90M. HIGHTOWER ADVISORS, LLC also increased its DHS shares holding by 0.46% which brought its holding to 24.02 thousand shares worth $2.62M.

DHS's major insiders: who are they?

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

Did an insider recently sell DHS stock?

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

Which insider recently purchased DHS stock?

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

How much of DHS does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in DHS?

AVIDIAN WEALTH SOLUTIONS, LLC is the largest institutional owner in DHS which holds 31.41 thousand shares worth $3.43M or 0.24% of the total DHS shares outstanding followed by LVM CAPITAL MANAGEMENT LTD/MI with ownership of 29.07 thousand shares representing 0.22% of the DHS ownership. APELLA CAPITAL, LLC is the third largest stakeholder with 26.21 thousand shares or 0.2% of the ownership worth more than $2.90M.

Is WisdomTree U.S. High Dividend Fund stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the DHS is concerned, it is a stock which is optionable.

Is there a short position on DHS's shares?

Number of DHS 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 DHS shares are there?

As of today, null shares of DHS are outstanding.

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

DHS 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 DHS is null.

WisdomTree US High Dividend Fund (DHS) 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. AVIDIAN WEALTH SOLUTIONS, LLC is the top corporate investor, holding 31.41K shares valued at $3.43M. A 0.24% stake in WisdomTree U.S. High Dividend Fund is owned by the company. LVM CAPITAL MANAGEMENT LTD/MI owns 29.07K shares valued at $3.18M, which translates its holding of 0.22% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	AVIDIAN WEALTH SOLUTIONS, LLC	0.24%	31.41K	3.43M	31.41K	+100.00%
Mar 31, 2026	LVM CAPITAL MANAGEMENT LTD/MI	0.22%	29.07K	3.18M	-257	-0.88%
Mar 31, 2026	APELLA CAPITAL, LLC	0.2%	26.21K	2.9M	24.01K	+1,092.94%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.18%	24.02K	2.62M	111	+0.46%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.18%	23.53K	2.57M	4.77K	+25.42%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.16%	21.51K	2.35M	-3.91K	-15.38%
Mar 31, 2026	INVENIO WEALTH PARTNERS LLC	0.2%	25.95K	2.83M	-158.37K	-85.92%
Mar 31, 2026	WIN ADVISORS, INC	0.58%	75.97K	8.3M	75.97K	+100.00%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.28%	37.09K	3.99M	2.19K	+6.28%
Mar 31, 2026	EVANSON ASSET MANAGEMENT, LLC	0.59%	76.47K	8.35M	-3.19K	-4.01%
Mar 31, 2026	COMMERCE BANK	0.16%	21.47K	2.34M	-2.05K	-8.70%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.72%	225.14K	24.59M	108.57K	+93.14%
Mar 31, 2026	LPL FINANCIAL LLC	3.08%	402.55K	43.97M	2.54K	+0.63%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.6%	78.54K	8.58M	69.9K	+809.16%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.64%	83.59K	9.13M	9.04K	+12.13%
Mar 31, 2026	MARINER, LLC	0.64%	84.11K	9.19M	-5.54K	-6.18%
Mar 31, 2026	LINSCOMB & WILLIAMS, INC.	2.28%	297.8K	32.53M	-39.53K	-11.72%
Mar 31, 2026	ROYAL BANK OF CANADA	0.51%	66.83K	7.3M	2.65K	+4.13%
Mar 31, 2026	STONEBRIDGE WEALTH MANAGEMENT, LLC	0.66%	85.52K	9.34M	-6.96K	-7.53%
Mar 31, 2026	UBS GROUP AG	0.69%	90.13K	9.84M	119	+0.13%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.79%	103.73K	11.33M	4.13K	+4.15%
Mar 31, 2026	CENTRAL TRUST CO	0.16%	20.7K	2.26M	2.08K	+11.18%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.49%	64.07K	7M	60.2K	+1,559.29%
Mar 31, 2026	AVANTAX PLANNING PARTNERS, INC.	0.16%	20.71K	2.26M	-1.87K	-8.28%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	3.16%	412.45K	45.05M	10.29K	+2.56%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.93%	513.44K	56.08M	-15.99K	-3.02%
Mar 31, 2026	CREATIVE PLANNING	0.15%	20.22K	2.21M	0	0
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.16%	20.24K	2.21M	-390	-1.89%
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0.17%	21.8K	2.38M	-150	-0.68%
Mar 31, 2026	MORGAN STANLEY	3.77%	491.8K	53.71M	172.37K	+53.96%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.11%	14.67K	1.6M	2.17K	+17.35%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.84%	110.02K	12.02M	10.24K	+10.26%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.9%	117.26K	12.81M	921	+0.79%
Mar 31, 2026	COLONY GROUP, LLC	1.13%	148.02K	16.17M	240	+0.16%
Mar 31, 2026	MB, LEVIS & ASSOCIATES, LLC	1.22%	158.25K	17.28M	1.68K	+1.07%
Mar 31, 2026	VIRTUS FAMILY OFFICE LLC	0.12%	15.26K	1.67M	353	+2.37%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.12%	15.32K	1.67M	-28	-0.18%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.12%	15.8K	1.73M	712	+4.72%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0.12%	16.07K	1.76M	43	+0.27%
Mar 31, 2026		0.2%	26.24K	2.91M	-7.01K	-21.09%
Mar 31, 2026	AXIS WEALTH PARTNERS, LLC	0.1%	13.37K	1.38M	388	+2.99%
Mar 31, 2026	COMMUNITY BANK, N.A.	0.11%	14.47K	1.58M	128	+0.89%
Mar 31, 2026	KEEBECK WEALTH MANAGEMENT, LLC	0.11%	14.6K	1.59M	0	0
Mar 31, 2026	TRUIST FINANCIAL CORP	0.15%	19.41K	2.12M	-1.16K	-5.62%
Mar 31, 2026	CHERRY TREE WEALTH MANAGEMENT, LLC	0.13%	16.5K	1.8M	-606	-3.54%
Mar 31, 2026	CWM, LLC	6.6%	861.98K	94.15M	2.87K	+0.33%
Mar 31, 2026	JPMORGAN CHASE & CO	0.48%	62.52K	6.77M	9.65K	+18.25%
Mar 31, 2026	NFP RETIREMENT, INC.	0.44%	57.24K	6.25M	4.26K	+8.05%
Mar 31, 2026	PRECEDENT WEALTH PARTNERS, LLC	0.42%	54.78K	5.98M	-4.23K	-7.17%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.37%	48.38K	5.28M	-23.86K	-33.02%
Mar 31, 2026	FFG RETIREMENT ADVISORS LLC	0.34%	44.33K	4.84M	1.68K	+3.93%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.33%	43.41K	4.74M	0	0
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.3%	39.4K	4.3M	-245	-0.62%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.5%	457.45K	49.96M	14.52K	+3.28%
Mar 31, 2026	1 NORTH WEALTH SERVICES LLC	0.48%	62.78K	6.86M	-2.25K	-3.45%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	38.31K	4.18M	1.58K	+4.29%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	37.83K	4.13M	1.86K	+5.17%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.26%	34.04K	3.72M	-46	-0.13%
Mar 31, 2026	JT STRATFORD LLC	0.24%	31.93K	3.49M	2.84K	+9.77%
Dec 31, 2025	AXIS WEALTH PARTNERS, LLC	0.11%	12.98K	1.3M	-577	-4.26%
Dec 31, 2025	BARNES WEALTH MANAGEMENT GROUP, INC	0.13%	16.17K	1.65M	-472	-2.84%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.28%	34.09K	3.47M	21	+0.06%
Dec 31, 2025	GTS SECURITIES LLC	0.29%	35.84K	3.65M	5.54K	+18.26%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	36.74K	3.74M	2.69K	+7.90%
Dec 31, 2025		0.28%	33.26K	3.39M	33.26K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	35.97K	3.66M	1.69K	+4.94%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.32%	39.64K	4.04M	-3.11K	-7.28%
Dec 31, 2025	MARINER, LLC	0.73%	89.65K	9.13M	7.64K	+9.32%
Dec 31, 2025	UBS GROUP AG	0.74%	90.01K	9.16M	-4.24K	-4.50%
Dec 31, 2025	STONEBRIDGE WEALTH MANAGEMENT, LLC	0.77%	92.48K	9.42M	-3.66K	-3.81%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.81%	99.78K	10.16M	6.16K	+6.57%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.95%	116.34K	11.85M	419	+0.36%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.95%	116.57K	11.87M	-1K	-0.85%
Dec 31, 2025	COLONY GROUP, LLC	1.2%	147.78K	15.05M	-27.75K	-15.81%
Dec 31, 2025	MB, LEVIS & ASSOCIATES, LLC	1.31%	156.57K	15.94M	-2.58K	-1.62%
Dec 31, 2025	INVENIO WEALTH PARTNERS LLC	1.5%	184.33K	18.77M	-8.09K	-4.20%
Dec 31, 2025	CHERRY TREE WEALTH MANAGEMENT, LLC	0.14%	17.11K	1.74M	-47	-0.27%
Dec 31, 2025	VIRTUS FAMILY OFFICE LLC	0.12%	14.91K	1.52M	-84	-0.56%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.13%	15.09K	1.54M	948	+6.70%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.13%	15.35K	1.55M	-460	-2.91%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.13%	16.03K	1.63M	101	+0.63%
Dec 31, 2025	MORGAN STANLEY	2.61%	319.43K	32.52M	11.77K	+3.83%
Dec 31, 2025	LINSCOMB & WILLIAMS, INC.	2.73%	337.33K	34.35M	-327	-0.10%
Dec 31, 2025	LPL FINANCIAL LLC	3.24%	400.02K	40.73M	-14.79K	-3.57%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	28.36K	2.89M	3.22K	+12.78%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.36%	43.41K	4.42M	0	0
Dec 31, 2025	FFG RETIREMENT ADVISORS LLC	0.36%	42.65K	4.34M	-388	-0.90%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.4%	49.71K	5.06M	2.47K	+5.24%
Dec 31, 2025	CENTRAL TRUST CO	0.16%	18.62K	1.9M	532	+2.94%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.16%	18.76K	1.91M	2.24K	+13.54%
Dec 31, 2025	CREATIVE PLANNING	0.16%	20.22K	2.06M	74	+0.37%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	20.63K	2.1M	-1.24K	-5.68%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.17%	20.57K	2.09M	-803	-3.76%
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.18%	21.95K	2.23M	-200	-0.90%
Dec 31, 2025	JPMORGAN CHASE & CO	0.42%	52.87K	5.38M	2.93K	+5.87%
Dec 31, 2025	NFP RETIREMENT, INC.	0.43%	52.97K	5.39M	2.33K	+4.60%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.81%	99.6K	10.14M	-38.86K	-28.07%
Dec 31, 2025	WICK CAPITAL PARTNERS, LLC	8.56%	1.03M	274K	1.02M	+38,040.13%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	3.29%	402.16K	40.95M	14.97K	+3.87%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.62%	442.93K	45.1M	20.93K	+4.96%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	4.33%	529.42K	53.91M	-5.66K	-1.06%
Dec 31, 2025	CWM, LLC	7.02%	859.11K	87.48M	-16	0.00%
Dec 31, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.49%	59.01K	6.01M	-968	-1.61%
Dec 31, 2025	MELONE PRIVATE WEALTH, LLC	0.09%	10.85K	1.1M	-93	-0.85%
Dec 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.1%	11.59K	1.18M	-11	-0.09%
Dec 31, 2025	AMERICANA PARTNERS, LLC	0.1%	12.15K	1.24M	12.15K	+100.00%
Dec 31, 2025	SHOREHAVEN WEALTH PARTNERS, LLC	0.1%	12.49K	1.27M	635	+5.36%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.1%	12.32K	1.25M	1.62K	+15.17%
Dec 31, 2025	UHLMANN PRICE SECURITIES, LLC	0.1%	12.37K	1.26M	89	+0.72%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.1%	12.5K	1.27M	711	+6.03%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.12%	14.28K	1.45M	-14.57K	-50.50%
Dec 31, 2025	COMMUNITY BANK, N.A.	0.12%	14.34K	1.46M	0	0
Dec 31, 2025	CADENCE BANK	0.12%	14.55K	1.48M	-57	-0.39%
Dec 31, 2025	AVANTAX PLANNING PARTNERS, INC.	0.19%	22.58K	2.3M	-235	-1.03%
Dec 31, 2025	COMMERCE BANK	0.19%	23.51K	2.39M	-1.61K	-6.41%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.19%	23.9K	2.43M	-1.61K	-6.31%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.21%	25.42K	2.59M	369	+1.47%
Dec 31, 2025	JT STRATFORD LLC	0.24%	29.09K	2.96M	2.13K	+7.88%
Dec 31, 2025	LVM CAPITAL MANAGEMENT LTD/MI	0.24%	29.33K	2.99M	-2.93K	-9.08%
Dec 31, 2025	ROYAL BANK OF CANADA	0.52%	64.17K	6.53M	4.64K	+7.80%
Dec 31, 2025	1 NORTH WEALTH SERVICES LLC	0.53%	65.03K	6.62M	2.26K	+3.60%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.59%	72.24K	7.36M	4.85K	+7.20%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.61%	74.55K	7.59M	-23.55K	-24.00%
Dec 31, 2025	EVANSON ASSET MANAGEMENT, LLC	0.66%	79.66K	8.11M	-257	-0.32%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.28%	34.9K	3.55M	1.6K	+4.81%
Sep 30, 2025	AXIS WEALTH PARTNERS, LLC	0.11%	13.56K	1.35M	-251	-1.82%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.11%	14.14K	1.42M	1.68K	+13.45%
Sep 30, 2025	CADENCE BANK	0.11%	14.6K	1.47M	-145	-0.98%
Sep 30, 2025	CWM, LLC	6.68%	859.13K	86.56M	14.92K	+1.77%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.12%	15.93K	1.6M	53	+0.33%
Sep 30, 2025	CENTRAL TRUST CO	0.14%	18.09K	1.82M	8.13K	+81.65%
Sep 30, 2025	VIRTUS FAMILY OFFICE LLC	0.12%	15K	1.51M	6.21K	+70.71%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.12%	15.81K	1.59M	-17	-0.11%
Sep 30, 2025	LVM CAPITAL MANAGEMENT LTD/MI	0.25%	32.26K	3.25M	-1.41K	-4.18%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.26%	33.3K	3.35M	-601	-1.77%
Sep 30, 2025	NFP RETIREMENT, INC.	0.39%	50.64K	5.1M	3.12K	+6.56%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.37%	47.24K	4.76M	18.27K	+63.05%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.34%	43.41K	4.37M	12.29K	+39.49%
Sep 30, 2025	MARINER, LLC	0.64%	82.01K	8.26M	3.09K	+3.91%
Sep 30, 2025	PBMARES WEALTH MANAGEMENT LLC	0.27%	34.55K	3.48M	-348	-1.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.73%	93.63K	9.43M	-1.47K	-1.55%
Sep 30, 2025	CHERRY TREE WEALTH MANAGEMENT, LLC	0.13%	17.16K	1.73M	-100	-0.58%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.17%	21.37K	2.15M	2.39K	+12.59%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	21.87K	2.2M	1.37K	+6.70%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.33%	42.75K	4.31M	116	+0.27%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.76%	98.1K	9.91M	-2.12K	-2.12%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.9%	115.92K	11.68M	12.37K	+11.95%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.91%	117.57K	11.84M	-2.83K	-2.35%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.08%	138.46K	13.95M	6.83K	+5.19%
Sep 30, 2025	MORGAN STANLEY	2.39%	307.66K	31M	5.59K	+1.85%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	3.01%	387.19K	39.01M	11.65K	+3.10%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	7.45K	750.85K	-2.88K	-27.84%
Sep 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.06%	8.21K	827K	-92	-1.11%
Sep 30, 2025	OXINAS PARTNERS WEALTH MANAGEMENT LLC	0.07%	8.47K	852.85K	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.07%	9.05K	911.77K	1.52K	+20.22%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.08%	9.84K	990.98K	-240	-2.38%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.52%	67.38K	6.79M	3.79K	+5.96%
Sep 30, 2025	1 NORTH WEALTH SERVICES LLC	0.49%	62.77K	6.32M	-32.59K	-34.18%
Sep 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.62%	79.92K	8.05M	82	+0.10%
Sep 30, 2025	UBS GROUP AG	0.73%	94.25K	9.5M	12.63K	+15.48%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.17%	22.15K	2.23M	0	0
Sep 30, 2025	AVANTAX PLANNING PARTNERS, INC.	0.18%	22.82K	2.3M	-644	-2.75%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.19%	25.05K	2.52M	1.04K	+4.34%
Sep 30, 2025	COMMERCE BANK	0.2%	25.12K	2.53M	320	+1.29%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	25.15K	2.53M	9.42K	+59.91%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.2%	25.51K	2.57M	1.54K	+6.43%
Sep 30, 2025	JT STRATFORD LLC	0.21%	26.96K	2.72M	3.95K	+17.18%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.22%	28.85K	2.91M	-1.3K	-4.30%
Sep 30, 2025	FFG RETIREMENT ADVISORS LLC	0.33%	43.04K	4.34M	6.35K	+17.31%
Sep 30, 2025	JPMORGAN CHASE & CO	0.39%	49.94K	5.03M	5.63K	+12.71%
Sep 30, 2025	ROYAL BANK OF CANADA	0.46%	59.53K	6M	7.23K	+13.82%
Sep 30, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.47%	59.98K	6.04M	-76	-0.13%
Sep 30, 2025	GTS SECURITIES LLC	0.24%	30.31K	3.05M	25.35K	+511.40%
Sep 30, 2025	BARNES WEALTH MANAGEMENT GROUP, INC	0.13%	16.64K	1.68M	814	+5.14%
Sep 30, 2025	CREATIVE PLANNING	0.16%	20.14K	2.03M	0	0
Sep 30, 2025	MB, LEVIS & ASSOCIATES, LLC	1.24%	159.15K	16.03M	-680	-0.43%
Sep 30, 2025	INVENIO WEALTH PARTNERS LLC	1.5%	192.42K	19.39M	-14.56K	-7.04%
Sep 30, 2025	LINSCOMB & WILLIAMS, INC.	2.62%	337.66K	34.02M	-7.56K	-2.19%
Sep 30, 2025	LPL FINANCIAL LLC	3.22%	414.8K	41.79M	-8.42K	-1.99%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.13%	16.53K	1.66M	1.7K	+11.44%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.28%	422K	42.52M	16.68K	+4.12%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	4.16%	535.08K	53.91M	32.35K	+6.44%
Sep 30, 2025	COLONY GROUP, LLC	1.36%	175.53K	17.61M	-40.59K	-18.78%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	34.05K	3.43M	2.59K	+8.23%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.26%	34.07K	3.42M	-441	-1.28%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	34.28K	3.45M	-3.07K	-8.21%
Sep 30, 2025	ARCHPOINT INVESTORS	0.08%	10.4K	1.05M	-11.43K	-52.35%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.08%	10.7K	1.08M	-456	-4.09%
Sep 30, 2025	MELONE PRIVATE WEALTH, LLC	0.09%	10.94K	1.1M	357	+3.37%
Sep 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.09%	11.6K	1.17M	312	+2.77%
Sep 30, 2025	STONEBRIDGE WEALTH MANAGEMENT, LLC	0.75%	96.14K	9.69M	-2.34K	-2.37%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.09%	11.79K	1.19M	-118	-0.99%
Sep 30, 2025	SHOREHAVEN WEALTH PARTNERS, LLC	0.09%	11.86K	1.19M	5.17K	+77.39%
Sep 30, 2025	UHLMANN PRICE SECURITIES, LLC	0.1%	12.28K	1.24M	7.61K	+162.75%
Jun 30, 2025	PBMARES WEALTH MANAGEMENT LLC	0.28%	34.9K	3.35M	508	+1.48%
Jun 30, 2025	ROYAL BANK OF CANADA	0.42%	52.3K	5.02M	2.84K	+5.74%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.1%	12.47K	1.2M	889	+7.68%
Jun 30, 2025	KEEBECK WEALTH MANAGEMENT, LLC	0.1%	12.04K	1.16M	0	0
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.1%	11.91K	1.14M	-147	-1.22%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	11.68K	1.12M	-190	-1.60%
Jun 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.09%	11.28K	1.08M	608	+5.70%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.09%	11.15K	1.07M	-172	-1.52%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.09%	11.1K	1.07M	395	+3.69%
Jun 30, 2025	SAXON INTERESTS, INC.	0.09%	10.92K	1.08M	0	0
Jun 30, 2025	MELONE PRIVATE WEALTH, LLC	0.09%	10.58K	1.01M	20	+0.19%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	10.33K	1.01M	-2.2K	-17.57%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.08%	10.27K	985.91K	-15	-0.15%
Jun 30, 2025	CENTRAL TRUST CO	0.08%	9.96K	955.62K	2.71K	+37.31%
Jun 30, 2025	CADENCE BANK	0.12%	14.75K	1.42M	-25	-0.17%
Jun 30, 2025	COMMUNITY BANK, N.A.	0.12%	14.34K	1.38M	-126	-0.87%
Jun 30, 2025	VIRTUS FAMILY OFFICE LLC	0.07%	8.78K	843.09K	-6K	-40.60%
Jun 30, 2025	OXINAS PARTNERS WEALTH MANAGEMENT LLC	0.07%	8.47K	812.47K	-100	-1.17%
Jun 30, 2025	MORGAN STANLEY	2.44%	302.07K	28.99M	-3.48K	-1.14%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.97%	120.4K	11.56M	103.37K	+607.04%
Jun 30, 2025	CWM, LLC	6.81%	844.21K	81.03M	-10.08K	-1.18%
Jun 30, 2025	INVENIO WEALTH PARTNERS LLC	1.67%	206.98K	19.87M	5.43K	+2.69%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.06%	131.63K	12.38M	47.79K	+57.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.84%	103.55K	9.94M	21.27K	+25.85%
Jun 30, 2025	1 NORTH WEALTH SERVICES LLC	0.77%	95.36K	9.15M	95.36K	+100.00%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.4%	49.41K	4.74M	267	+0.54%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.28%	34.51K	3.41M	-294	-0.84%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.27%	33.9K	3.24M	27.91K	+465.78%
Jun 30, 2025	LVM CAPITAL MANAGEMENT LTD/MI	0.27%	33.67K	3.23M	-6.07K	-15.27%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.13%	16.61K	1.59M	-1.5K	-8.28%
Jun 30, 2025	COLONY GROUP, LLC	1.74%	216.12K	20.74M	85.94K	+66.02%
Jun 30, 2025	MARINER, LLC	0.64%	78.92K	7.57M	5.29K	+7.19%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.81%	100.22K	9.62M	17.2K	+20.72%
Jun 30, 2025	FFG RETIREMENT ADVISORS LLC	0.3%	36.69K	3.52M	521	+1.44%
Jun 30, 2025	COMMERCE BANK	0.2%	24.8K	2.38M	-645	-2.53%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.19%	23.97K	2.3M	1.09K	+4.75%
Jun 30, 2025	JT STRATFORD LLC	0.19%	23.01K	2.21M	2.84K	+14.07%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.77%	95.1K	9.13M	944	+1.00%
Jun 30, 2025	UBS GROUP AG	0.66%	81.62K	7.83M	14.39K	+21.41%
Jun 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.64%	79.83K	7.66M	-1.15K	-1.42%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.13%	15.82K	1.52M	-200	-1.25%
Jun 30, 2025	MB, LEVIS & ASSOCIATES, LLC	1.29%	159.83K	15.34M	435	+0.27%
Jun 30, 2025	STONEBRIDGE WEALTH MANAGEMENT, LLC	0.79%	98.47K	9.45M	98.47K	+100.00%
Jun 30, 2025	NFP RETIREMENT, INC.	0.38%	47.53K	4.56M	550	+1.17%
Jun 30, 2025		0.38%	47.53K	4.56M	550	+1.17%
Jun 30, 2025	JPMORGAN CHASE & CO	0.36%	44.31K	4.25M	-13.48K	-23.33%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.34%	42.64K	4.09M	6.66K	+18.51%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	37.34K	3.58M	2.27K	+6.47%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	31.46K	3.02M	-16.32K	-34.16%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.25%	31.12K	2.99M	26.7K	+603.75%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.24%	30.14K	2.89M	0	0
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.23%	28.97K	2.78M	28.97K	+100.00%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.19%	24.01K	2.3M	5.17K	+27.41%
Jun 30, 2025	AVANTAX PLANNING PARTNERS, INC.	0.19%	23.46K	2.25M	-521	-2.17%
Jun 30, 2025	BLAIR WILLIAM & CO/IL	0.18%	22.15K	2.13M	1.93K	+9.52%
Jun 30, 2025	ARCHPOINT INVESTORS	0.18%	21.83K	2.09M	-1.35K	-5.83%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	20.5K	1.97M	-8.35K	-28.96%
Jun 30, 2025	CREATIVE PLANNING	0.16%	20.14K	1.93M	11	+0.05%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.15%	18.98K	1.82M	-1.72K	-8.30%
Jun 30, 2025	CHERRY TREE WEALTH MANAGEMENT, LLC	0.14%	17.26K	1.66M	-41	-0.24%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.13%	15.87K	1.52M	6.03K	+61.25%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	4.06%	502.73K	48.25M	-6.19K	-1.22%
Jun 30, 2025	LPL FINANCIAL LLC	3.42%	423.22K	40.62M	-14.45K	-3.30%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.27%	405.32K	38.9M	35.4K	+9.57%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	3.03%	375.54K	36.04M	2.22K	+0.60%
Jun 30, 2025	LINSCOMB & WILLIAMS, INC.	2.79%	345.22K	33.13M	-6.89K	-1.96%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.51%	63.59K	6.1M	24.53K	+62.80%
Jun 30, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.48%	60.05K	5.76M	-2.21K	-3.54%
Mar 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0.41%	51.43K	5.1M	51.43K	+100.00%
Mar 31, 2025	MORGAN STANLEY	2.43%	305.54K	30.3M	38.87K	+14.58%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.65%	82.28K	8.16M	-40.3K	-32.88%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.66%	83.02K	8.23M	-6.46K	-7.21%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.67%	83.84K	8.31M	5.4K	+6.88%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.75%	94.16K	9.34M	-18.87K	-16.70%
Mar 31, 2025	WIN ADVISORS, INC	0.81%	102.29K	10.14M	102.29K	+100.00%
Mar 31, 2025	LINSCOMB & WILLIAMS, INC.	2.8%	352.11K	34.91M	-7.7K	-2.14%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.94%	369.92K	36.68M	23.53K	+6.79%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	2.97%	373.32K	37.02M	22.39K	+6.38%
Mar 31, 2025	LPL FINANCIAL LLC	3.48%	437.67K	43.4M	49.18K	+12.66%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	4.04%	508.93K	50.46M	19.22K	+3.92%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.18%	22.89K	2.27M	974	+4.45%
Mar 31, 2025	ARCHPOINT INVESTORS	0.18%	23.18K	2.3M	11K	+90.35%
Mar 31, 2025	AVANTAX PLANNING PARTNERS, INC.	0.19%	23.98K	2.38M	-261	-1.08%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.23%	28.85K	2.86M	6.98K	+31.94%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.24%	30.14K	2.99M	-9.03K	-23.04%
Mar 31, 2025	VIRTUS FAMILY OFFICE LLC	0.12%	14.79K	1.47M	-87	-0.58%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.14%	18.11K	1.8M	-3.29K	-15.37%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.15%	18.85K	1.87M	-14.55K	-43.57%
Mar 31, 2025	CREATIVE PLANNING	0.16%	20.13K	2M	-2.39K	-10.62%
Mar 31, 2025	JT STRATFORD LLC	0.16%	20.17K	2M	8.64K	+74.96%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	0.16%	20.22K	2.01M	440	+2.22%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.16%	20.7K	2.05M	1.09K	+5.56%
Mar 31, 2025	CWM, LLC	6.79%	854.29K	84.71M	-24.95K	-2.84%
Mar 31, 2025	COLONY GROUP, LLC	1.03%	130.18K	12.91M	-35.69K	-21.52%
Mar 31, 2025		0.37%	46.98K	4.66M	536	+1.15%
Mar 31, 2025	INVENIO WEALTH PARTNERS LLC	1.6%	201.55K	19.99M	-15.09K	-6.97%
Mar 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.13%	16.02K	1.59M	-285	-1.75%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.14%	17.03K	1.69M	3.16K	+22.80%
Mar 31, 2025	COMERICA BANK	0.14%	17.04K	1.69M	556	+3.37%
Mar 31, 2025	CHERRY TREE WEALTH MANAGEMENT, LLC	0.14%	17.3K	1.72M	-283	-1.61%
Mar 31, 2025	SHOREHAVEN WEALTH PARTNERS, LLC	0.14%	17.36K	1.72M	301	+1.76%
Mar 31, 2025	COMMERCE BANK	0.2%	25.45K	2.52M	-1.13K	-4.25%
Mar 31, 2025	PBMARES WEALTH MANAGEMENT LLC	0.27%	34.39K	3.41M	-5	-0.01%
Mar 31, 2025	FFG RETIREMENT ADVISORS LLC	0.29%	36.17K	3.59M	-1.16K	-3.11%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.31%	39.06K	3.87M	-1.44K	-3.55%
Mar 31, 2025	JPMORGAN CHASE & CO	0.46%	57.79K	5.73M	6.17K	+11.95%
Mar 31, 2025	EVANSON ASSET MANAGEMENT, LLC	0.64%	80.98K	8.03M	-292	-0.36%
Mar 31, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.49%	62.26K	6.17M	3.05K	+5.15%
Mar 31, 2025	UBS GROUP AG	0.53%	67.22K	6.67M	-9.05K	-11.87%
Mar 31, 2025	MARINER, LLC	0.59%	73.63K	7.3M	7.71K	+11.70%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.15%	18.85K	1.87M	-14.55K	-43.57%
Mar 31, 2025	MUTUAL ADVISORS, LLC	0.28%	34.8K	3.22M	-495	-1.40%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.28%	35.07K	3.48M	4.09K	+13.19%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.29%	35.98K	3.57M	-676	-1.84%
Mar 31, 2025	LVM CAPITAL MANAGEMENT LTD/MI	0.32%	39.74K	3.94M	-4.49K	-10.16%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.38%	47.78K	4.74M	18.8K	+64.90%
Mar 31, 2025	GOOD LIFE ADVISORS, LLC	0.39%	49.14K	4.87M	-425	-0.86%
Mar 31, 2025	ROYAL BANK OF CANADA	0.39%	49.46K	4.91M	823	+1.69%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.62%	83.82K	7.26M	-14.9K	-15.09%
Mar 31, 2024	AVANTAX PLANNING PARTNERS, INC.	0.24%	30.05K	2.6M	-2.12K	-6.59%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	31.43K	2.72M	31.43K	+100.00%
Mar 31, 2024	CETERA ADVISORS LLC	0.87%	108K	9.36M	10.26K	+10.49%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.92%	123.27K	10.68M	-6.04K	-4.67%
Mar 31, 2024	INVENIO WEALTH PARTNERS LLC	1.59%	198.26K	17.18M	44.12K	+28.63%
Mar 31, 2024	MORGAN STANLEY	1.93%	259.23K	22.47M	-33.11K	-11.33%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	2.02%	252.27K	21.86M	-9.16K	-3.50%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.52%	338.03K	29.29M	-2.34K	-0.69%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	2.91%	362.94K	31.45M	356.36K	+5,415.76%
Mar 31, 2024	LINSCOMB & WILLIAMS, INC.	2.94%	367.12K	31.81M	-3.15K	-0.85%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.99%	401.37K	34.78M	2.12K	+0.53%
Mar 31, 2024	LPL FINANCIAL LLC	3.6%	482.65K	41.83M	-228.45K	-32.13%
Mar 31, 2024	CWM, LLC	8.2%	1.02M	88.6M	-6.55K	-0.64%
Mar 31, 2024	EVANSON ASSET MANAGEMENT, LLC	0.71%	88.78K	7.69M	760	+0.86%
Mar 31, 2024	UBS GROUP AG	0.72%	96.72K	8.38M	851	+0.89%
Mar 31, 2024	PBMARES WEALTH MANAGEMENT LLC	0.28%	34.97K	3.03M	28	+0.08%
Mar 31, 2024	MUTUAL ADVISORS, LLC	0.29%	35.85K	3.11M	-1.3K	-3.50%
Mar 31, 2024	FFG RETIREMENT ADVISORS LLC	0.29%	36.06K	3.12M	2.2K	+6.50%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.3%	37.5K	3.25M	-3.58K	-8.72%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.33%	40.93K	3.55M	-21.36K	-34.29%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.33%	44.83K	3.89M	36.79K	+457.61%
Mar 31, 2024	LVM CAPITAL MANAGEMENT LTD/MI	0.37%	46.55K	4.03M	-538	-1.14%
Mar 31, 2024	GOOD LIFE ADVISORS, LLC	0.37%	46.71K	4.05M	6.08K	+14.96%
Mar 31, 2024	JPMORGAN CHASE & CO	0.38%	50.62K	4.39M	6.5K	+14.72%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.42%	56.94K	4.93M	188	+0.33%
Mar 31, 2024	ROYAL BANK OF CANADA	0.45%	60.26K	5.22M	8.03K	+15.36%
Mar 31, 2024	DAKOTA WEALTH MANAGEMENT	0.5%	62.87K	5.45M	62.87K	+100.00%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.54%	72.55K	6.29M	-70.44K	-49.26%
Mar 31, 2024	MARINER, LLC	0.55%	68.89K	5.97M	-14.09K	-16.98%
Mar 31, 2024	EXECUTIVE WEALTH GROUP LLC	0.15%	18.4K	1.53M	12.3K	+201.29%
Mar 31, 2024	COMMERCE BANK	0.15%	18.72K	1.62M	3.93K	+26.53%
Mar 31, 2024	CREATIVE PLANNING	0.15%	20.29K	1.76M	-72	-0.35%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.15%	19K	1.65M	-501	-2.57%
Mar 31, 2024	CHERRY TREE WEALTH MANAGEMENT, LLC	0.16%	19.53K	1.69M	-1.52K	-7.20%
Mar 31, 2024	JANE STREET GROUP, LLC	0.16%	21.16K	1.83M	10.43K	+97.18%
Mar 31, 2024	SHOREHAVEN WEALTH PARTNERS, LLC	0.16%	20.06K	1.74M	982	+5.15%
Mar 31, 2024	CADENCE BANK	0.16%	20.36K	1.76M	-3	-0.01%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.16%	22.14K	1.92M	-943	-4.09%
Mar 31, 2024	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.17%	20.85K	1.81M	-15	-0.07%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.17%	23.06K	2M	2.14K	+10.21%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.18%	21.89K	1.9M	4.67K	+27.13%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	27.88K	2.42M	-3.54K	-11.27%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.21%	26.32K	2.28M	-5.1K	-16.22%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.22%	26.81K	2.32M	-498	-1.82%
Mar 31, 2024	PRECEDENT WEALTH PARTNERS, LLC	0.57%	70.86K	6.14M	-290	-0.41%
Mar 31, 2024	FIRST COMMAND ADVISORY SERVICES, INC.	0.57%	71.27K	97.41K	70.62K	+10,847.62%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.63%	84.45K	7.32M	39.28K	+86.96%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.63%	84.62K	7.33M	10.22K	+13.74%
Mar 31, 2024	COLONY GROUP, LLC	0.63%	78.84K	6.83M	-59.78K	-43.13%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	10.88K	942.86K	-734	-6.32%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.08%	10.89K	943.81K	300	+2.83%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.08%	11.17K	967.99K	-450	-3.87%
Mar 31, 2024	MERIT FINANCIAL GROUP, LLC	0.09%	11.72K	989.04K	11.72K	+100.00%
Mar 31, 2024	NORTHERN TRUST CORP	0.09%	12.17K	1.05M	0	0
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.09%	12.39K	1.07M	0	0
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.09%	12.63K	1.09M	4.81K	+61.46%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.1%	13.14K	1.14M	-7.27K	-35.62%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.11%	14.47K	1.25M	1.94K	+15.48%
Mar 31, 2024	GREAT VALLEY ADVISOR GROUP, INC.	0.11%	14.94K	1.29M	8.83K	+144.47%
Dec 31, 2023	LEDGE WEALTH MANAGEMENT, INC.	0.47%	61.34K	5.04M	155	+0.25%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.57%	74.4K	6.11M	9.32K	+14.31%
Dec 31, 2023	MARINER, LLC	0.64%	82.98K	6.82M	-884	-1.05%
Dec 31, 2023	EVANSON ASSET MANAGEMENT, LLC	0.67%	88.02K	7.23M	-7.46K	-7.81%
Dec 31, 2023	UBS GROUP AG	0.73%	95.87K	7.88M	-8.51K	-8.15%
Dec 31, 2023	CETERA ADVISORS LLC	0.75%	97.74K	8.03M	10.91K	+12.56%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.76%	98.71K	8.11M	-41.43K	-29.56%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.99%	129.31K	10.63M	-41.88K	-24.46%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.09%	143K	11.74M	45.94K	+47.34%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	2%	261.43K	21.48M	-4.85K	-1.82%
Dec 31, 2023	MORGAN STANLEY	2.24%	292.34K	24.02M	-129.43K	-30.69%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.61%	340.37K	27.97M	-111.86K	-24.74%
Dec 31, 2023	LINSCOMB & WILLIAMS, INC.	2.84%	370.27K	30.43M	-20.92K	-5.35%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	3.06%	399.25K	32.81M	-45.39K	-10.21%
Dec 31, 2023	LPL FINANCIAL LLC	5.45%	711.11K	58.44M	-48.13K	-6.34%
Dec 31, 2023	CWM, LLC	7.88%	1.03M	84.56M	-73.59K	-6.67%
Dec 31, 2023	COMERICA BANK	0.13%	17.19K	1.41M	-2.15K	-11.10%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.13%	17.22K	1.42M	-319	-1.82%
Dec 31, 2023	INTERACTIVE FINANCIAL ADVISORS, INC.	0.14%	18.86K	413.46K	13.22K	+234.20%
Dec 31, 2023	SHOREHAVEN WEALTH PARTNERS, LLC	0.15%	19.08K	1.57M	652	+3.54%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.15%	19.5K	1.6M	-4.15K	-17.54%
Dec 31, 2023	CADENCE BANK	0.16%	20.36K	1.67M	-2.08K	-9.27%
Dec 31, 2023	CREATIVE PLANNING	0.16%	20.36K	1.67M	5.57K	+37.62%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.16%	20.4K	1.68M	734	+3.73%
Dec 31, 2023	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.16%	20.87K	1.7M	-3	-0.01%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.16%	20.92K	1.72M	-1.73K	-7.63%
Dec 31, 2023		0.16%	21.04K	1.73M	-1.34K	-6.00%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.18%	23.08K	1.9M	-1.83K	-7.36%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.18%	23.22K	1.91M	16.32K	+236.42%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.21%	27.3K	2.27M	2.29K	+9.16%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.24%	31.41K	2.58M	-8.17K	-20.63%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	31.43K	2.58M	-1.47K	-4.48%
Dec 31, 2023	AVANTAX PLANNING PARTNERS, INC.	0.25%	32.17K	2.64M	-3.99K	-11.03%
Dec 31, 2023	FFG RETIREMENT ADVISORS LLC	0.26%	33.86K	2.78M	257	+0.76%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.48%	62.29K	5.12M	-5.37K	-7.94%
Dec 31, 2023	FLOW TRADERS U.S. LLC	0.26%	34K	2.79M	34K	+100.00%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.26%	34.06K	2.8M	1.6K	+4.92%
Dec 31, 2023	PBMARES WEALTH MANAGEMENT LLC	0.27%	34.94K	2.87M	-1.78K	-4.85%
Dec 31, 2023	CITADEL ADVISORS LLC	0.27%	35.57K	2.92M	506	+1.44%
Dec 31, 2023	MUTUAL ADVISORS, LLC	0.28%	37.15K	3.05M	741	+2.04%
Dec 31, 2023	GOOD LIFE ADVISORS, LLC	0.31%	40.64K	3.34M	708	+1.77%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.31%	41.08K	3.38M	-4.35K	-9.57%
Dec 31, 2023	JPMORGAN CHASE & CO	0.34%	44.12K	3.63M	5.7K	+14.83%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.35%	45.17K	3.71M	3.72K	+8.98%
Dec 31, 2023	LVM CAPITAL MANAGEMENT LTD/MI	0.36%	47.09K	3.87M	-2.53K	-5.09%
Dec 31, 2023	ROYAL BANK OF CANADA	0.4%	52.24K	4.29M	-17.68K	-25.28%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.43%	56.75K	4.66M	-1.71K	-2.93%

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