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

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

STRATOS WEALTH PARTNERS, LTD., in the last quarter, reduced its stake in DLN by -10.31% restricting it's holding to 329.66 thousand shares of worth nearly $29.45M. LRI INVESTMENTS, LLC also lessened -0.36% of the DLN shares from its portfolio, reducing its holding to 332.84 thousand shares of worth $29.73M. ROCKEFELLER CAPITAL MANAGEMENT L.P. also shunned DLN shares holding by -2.58% last quarter which brought its holding to 360.31 thousand shares worth $32.19M.

Investors who are buying DLN stock?

As per its latest 13F filing, GOLDMAN SACHS GROUP INC increased its stake in DLN by 11.14% in the last quarter. The institutional holder raised its holding to 360.72 thousand shares having worth more than $32.22M. LEE-KELLEHER WEALTH MANAGEMENT also added 3.3% more shares of DLN to its portfolio, raising its holding to 384.19 thousand shares of worth $34.32M. IAG WEALTH PARTNERS, LLC also increased its DLN shares holding by 2.21% which brought its holding to 399.18 thousand shares worth $35.66M.

DLN's major insiders: who are they?

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

Did an insider recently sell DLN stock?

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

Which insider recently purchased DLN stock?

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

How much of DLN does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in DLN?

STRATOS WEALTH PARTNERS, LTD. is the largest institutional owner in DLN which holds 329.66 thousand shares worth $29.45M or 0.53% of the total DLN shares outstanding followed by LRI INVESTMENTS, LLC with ownership of 332.84 thousand shares representing 0.54% of the DLN ownership. ROCKEFELLER CAPITAL MANAGEMENT L.P. is the third largest stakeholder with 360.31 thousand shares or 0.58% of the ownership worth more than $32.19M.

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

Is there a short position on DLN's shares?

Number of DLN 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 DLN shares are there?

As of today, null shares of DLN are outstanding.

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

DLN 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 DLN is null.

WisdomTree US LargeCap Dividend Fund (DLN) 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. STRATOS WEALTH PARTNERS, LTD. is the top corporate investor, holding 329.66K shares valued at $29.45M. A 0.53% stake in WisdomTree U.S. LargeCap Dividend Fund is owned by the company. LRI INVESTMENTS, LLC owns 332.84K shares valued at $29.73M, which translates its holding of 0.54% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.53%	329.66K	29.45M	-37.91K	-10.31%
Mar 31, 2026	LRI INVESTMENTS, LLC	0.54%	332.84K	29.73M	-1.2K	-0.36%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.58%	360.31K	32.19M	-9.56K	-2.58%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.59%	360.72K	32.22M	36.15K	+11.14%
Mar 31, 2026	LEE-KELLEHER WEALTH MANAGEMENT	0.62%	384.19K	34.32M	12.29K	+3.30%
Mar 31, 2026	IAG WEALTH PARTNERS, LLC	0.65%	399.18K	35.66M	8.62K	+2.21%
Mar 31, 2026	ROYAL BANK OF CANADA	0.76%	466.52K	41.68M	-45.1K	-8.82%
Mar 31, 2026	FIRST AMERICAN TRUST, FSB	0.12%	72.18K	6.45M	-49.9K	-40.87%
Mar 31, 2026	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.12%	73.93K	6.95M	-1.59K	-2.11%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.15%	91.07K	8.14M	-1.15K	-1.25%
Mar 31, 2026	MOLLER FINANCIAL SERVICES	0.15%	92.05K	8.22M	3.16K	+3.55%
Mar 31, 2026	ASPIRIANT, LLC	0.15%	93.72K	8.37M	4.83K	+5.43%
Mar 31, 2026	KEY FINANCIAL INC	0.16%	95.54K	8.53M	908	+0.96%
Mar 31, 2026	CX INSTITUTIONAL	0.17%	103.14K	9.21M	-737	-0.71%
Mar 31, 2026	STRATOS WEALTH ADVISORS, LLC	0.18%	108.24K	9.67M	-566	-0.52%
Mar 31, 2026	LPL FINANCIAL LLC	6.31%	3.89M	347.2M	311.32K	+8.71%
Mar 31, 2026	UNITED ADVISOR GROUP, LLC	0.2%	122.03K	10.9M	854	+0.70%
Mar 31, 2026	ADVISORS PREFERRED, LLC	0.2%	122.35K	10.93M	55.85K	+83.98%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	0.2%	126.09K	11.26M	107.17K	+566.51%
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0.21%	131.27K	11.73M	13.06K	+11.05%
Mar 31, 2026		0.23%	144.37K	12.9M	5.58K	+4.02%
Mar 31, 2026	JPMORGAN CHASE & CO	0.3%	187.41K	16.42M	1.21K	+0.65%
Mar 31, 2026	FIDELIS IM, LLC	0.43%	265.79K	23.74M	-1.93K	-0.72%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.97%	1.21M	108.21M	69.04K	+6.04%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.42%	258.25K	23.07M	8.97K	+3.60%
Mar 31, 2026	CLG LLC	0.7%	430.97K	38.5M	-2.62K	-0.60%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.97%	595.33K	53.18M	1.91K	+0.32%
Mar 31, 2026	WATERWAY WEALTH MANAGEMENT, LLC	1.1%	675.34K	52.92M	-25.04K	-3.58%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.19%	734.77K	65.64M	-14.77K	-1.97%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.22%	753.58K	67.32M	31.5K	+4.36%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.31%	804.46K	71.86M	105.64K	+15.12%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	1.58%	976.28K	87.21M	-76.13K	-7.23%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.63%	1.01M	89.96M	55.87K	+5.87%
Mar 31, 2026	TRILOGY CAPITAL INC.	1.89%	1.17M	104.07M	47.32K	+4.23%
Mar 31, 2026	UBS GROUP AG	2.14%	1.32M	117.55M	-43.55K	-3.20%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	2.18%	1.35M	120.26M	56.53K	+4.38%
Mar 31, 2026	CREATIVE PLANNING	2.22%	1.37M	122.18M	-18.2K	-1.31%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	5.95%	3.67M	327.69M	-182.99K	-4.75%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.18%	110.95K	9.91M	41.53K	+59.82%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.19%	116.73K	10.46M	-40.34K	-25.68%
Mar 31, 2026	EVERCORE WEALTH MANAGEMENT, LLC	1.7%	1.05M	93.48M	12.57K	+1.22%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	3.11%	1.92M	171.49M	143.33K	+8.07%
Mar 31, 2026	COLONY GROUP, LLC	4.2%	2.59M	231.21M	9.08K	+0.35%
Mar 31, 2026	MORGAN STANLEY	4.66%	2.87M	256.39M	8.93K	+0.31%
Mar 31, 2026	STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.	0.19%	119.74K	10.7M	452	+0.38%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.31%	191.21K	17.08M	686	+0.36%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.32%	194.48K	17.37M	9.03K	+4.87%
Mar 31, 2026	REVOLVE WEALTH PARTNERS, LLC	0.32%	197.29K	17.62M	-14.98K	-7.05%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.34%	209.76K	18.74M	6.85K	+3.38%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.35%	213.33K	19.06M	2.36K	+1.12%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.39%	238.93K	21.25M	-1.78K	-0.74%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.39%	242.96K	21.7M	43.3K	+21.68%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.4%	243.86K	21.78M	15.77K	+6.92%
Mar 31, 2026	FAIRWAY WEALTH LLC	0.43%	262.86K	23.48M	-16.09K	-5.77%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.45%	276.26K	24.68M	-73.55K	-21.03%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.83%	511.88K	45.73M	7.44K	+1.47%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.97%	595.14K	53.16M	-3.25K	-0.54%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.46%	285.99K	25.55M	24.67K	+9.44%
Mar 31, 2026	FOX FINANCIAL, INC	0.51%	313.43K	28M	2.05K	+0.66%
Dec 31, 2025	RFG ADVISORY, LLC	0.2%	120.06K	10.57M	14.69K	+13.94%
Dec 31, 2025	REDHAWK WEALTH ADVISORS, INC.	0.13%	77.95K	6.87M	2.21K	+2.91%
Dec 31, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.14%	84.57K	7.45M	60.47K	+250.97%
Dec 31, 2025	ASPIRIANT, LLC	0.15%	88.89K	7.83M	-1.27K	-1.41%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	1.71%	1.05M	92.7M	-1.99K	-0.19%
Dec 31, 2025	TRILOGY CAPITAL INC.	1.84%	1.12M	98.45M	-363	-0.03%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	2.1%	1.29M	113.6M	94.92K	+7.94%
Dec 31, 2025	UBS GROUP AG	2.2%	1.36M	119.74M	-173	-0.01%
Dec 31, 2025	COLONY GROUP, LLC	4.18%	2.58M	227.17M	116.26K	+4.72%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.33%	202.91K	17.87M	23.42K	+13.05%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.35%	210.97K	18.58M	1.69K	+0.81%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.37%	228.08K	20.09M	14.56K	+6.82%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.4%	240.7K	21.2M	233.17K	+3,095.72%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.41%	249.28K	21.96M	838	+0.34%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.42%	261.31K	23.02M	3.85K	+1.50%
Dec 31, 2025	FIDELIS IM, LLC	0.44%	267.72K	23.58M	201.76K	+305.89%
Dec 31, 2025	FAIRWAY WEALTH LLC	0.46%	278.95K	24.57M	6.33K	+2.32%
Dec 31, 2025	FOX FINANCIAL, INC	0.5%	311.38K	27.43M	-2.34K	-0.75%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.15%	92.22K	8.12M	1.59K	+1.76%
Dec 31, 2025	KEY FINANCIAL INC	0.15%	94.63K	8.33M	-3.98K	-4.04%
Dec 31, 2025	CX INSTITUTIONAL	0.17%	103.88K	9.15M	1.26K	+1.23%
Dec 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.18%	108.81K	9.58M	1.57K	+1.47%
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.19%	118.2K	10.41B	11.49K	+10.77%
Dec 31, 2025	STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.	0.2%	119.28K	10.61M	5.91K	+5.22%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.54%	324.58K	28.59M	-8.77K	-2.63%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.57%	349.81K	30.81M	19.41K	+5.87%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.82%	504.44K	44.44M	-64.43K	-11.33%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.97%	598.39K	52.71M	18.31K	+3.16%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.22%	749.53K	66.02M	33.8K	+4.72%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.54%	951.13K	83.78M	92.36K	+10.76%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.85%	1.14M	100.61M	-17.6K	-1.52%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.12%	69.72K	6.14M	-917	-1.30%
Dec 31, 2025	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.12%	75.52K	6.91M	3.43K	+4.75%
Dec 31, 2025	LRI INVESTMENTS, LLC	0.55%	334.04K	29.42M	-560	-0.17%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.61%	367.57K	32.38M	1K	+0.27%
Dec 31, 2025	LEE-KELLEHER WEALTH MANAGEMENT	0.61%	371.9K	32.76M	22.56K	+6.46%
Dec 31, 2025	IAG WEALTH PARTNERS, LLC	0.64%	390.56K	34.4M	-3.34K	-0.85%
Dec 31, 2025	CLG LLC	0.71%	433.59K	38.19M	55.13K	+14.57%
Dec 31, 2025	ROYAL BANK OF CANADA	0.83%	511.62K	45.06M	-2.33K	-0.45%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.96%	593.42K	52.27M	-22.45K	-3.65%
Dec 31, 2025	MORGAN STANLEY	4.64%	2.86M	252.02M	-4.53K	-0.16%
Dec 31, 2025	LPL FINANCIAL LLC	5.81%	3.58M	314.92M	99.77K	+2.87%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	6.25%	3.85M	339.22M	-48.29K	-1.24%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.13%	698.82K	61.55M	13.63K	+1.99%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.16%	722.08K	63.6M	19.68K	+2.80%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.61%	369.87K	32.58M	-6.16K	-1.64%
Dec 31, 2025	WATERWAY WEALTH MANAGEMENT, LLC	1.14%	700.38K	54.47M	-31.88K	-4.35%
Dec 31, 2025	EVERCORE WEALTH MANAGEMENT, LLC	1.68%	1.03M	91.06M	-16.55K	-1.58%
Dec 31, 2025	UNITED ADVISOR GROUP, LLC	0.2%	121.18K	10.67M	3.94K	+3.36%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.26%	157.07K	14.06M	11.37K	+7.80%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.3%	185.45K	16.33M	16.07K	+9.49%
Dec 31, 2025	JPMORGAN CHASE & CO	0.3%	186.2K	16.4M	21.55K	+13.09%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.31%	190.52K	16.78M	-364	-0.19%
Dec 31, 2025	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.31%	192.41K	16.95M	3.78K	+2.00%
Dec 31, 2025	REVOLVE WEALTH PARTNERS, LLC	0.35%	212.26K	18.7M	3.43K	+1.64%
Dec 31, 2025		0.23%	138.8K	12.23M	138.8K	+100.00%
Dec 31, 2025	FIRST AMERICAN TRUST, FSB	0.2%	122.08K	10.75M	-562	-0.46%
Dec 31, 2025	CREATIVE PLANNING	2.25%	1.39M	122.07M	-18.54K	-1.32%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	2.88%	1.78M	156.46M	-278.6K	-13.56%
Dec 31, 2025	MOLLER FINANCIAL SERVICES	0.15%	88.9K	7.83M	-204	-0.23%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.32%	199.66K	17.59M	36.65K	+22.48%
Dec 31, 2025	ADVISORS PREFERRED, LLC	0.11%	66.5K	5.89M	39.01K	+141.86%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.11%	69.42K	6.11M	12.46K	+21.87%
Sep 30, 2025	LAKE STREET FINANCIAL LLC	0.1%	62.51K	5.44M	627	+1.01%
Sep 30, 2025	1900 WEALTH MANAGEMENT LLC	0.1%	62.5K	5.44M	14	+0.02%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.09%	58.85K	5.12M	14.31K	+32.12%
Sep 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.09%	57.8K	5.03M	-7	-0.01%
Sep 30, 2025	COLONY GROUP, LLC	3.93%	2.46M	214.35M	51.05K	+2.12%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.53%	330.4K	28.75M	4.04K	+1.24%
Sep 30, 2025	STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.	0.18%	113.37K	9.87M	1.83K	+1.64%
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.17%	107.23K	9.33M	2.61K	+2.49%
Sep 30, 2025	FOX FINANCIAL, INC	0.5%	313.73K	27.3M	-1.25K	-0.40%
Sep 30, 2025	FAIRWAY WEALTH LLC	0.44%	272.62K	23.73M	10.63K	+4.06%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.4%	248.44K	21.62M	-2.85K	-1.13%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.23%	145.7K	12.68M	11.71K	+8.74%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.17%	106.72K	9.29M	93.56K	+711.15%
Sep 30, 2025	RFG ADVISORY, LLC	0.17%	105.37K	9.17M	15.85K	+17.70%
Sep 30, 2025	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.3%	188.63K	16.42M	13.13K	+7.48%
Sep 30, 2025		0.32%	202.11K	17.56M	202.11K	+100.00%
Sep 30, 2025	CX INSTITUTIONAL	0.16%	102.62K	8.93M	-2.51K	-2.39%
Sep 30, 2025	MORGAN STANLEY	4.57%	2.87M	249.41M	-88.6K	-3.00%
Sep 30, 2025	REVOLVE WEALTH PARTNERS, LLC	0.33%	208.83K	18.17M	-4.6K	-2.15%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.27%	169.38K	14.74M	3.08K	+1.85%
Sep 30, 2025	JPMORGAN CHASE & CO	0.26%	164.65K	14.33M	74	+0.05%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.58%	366.57K	31.9M	14.5K	+4.12%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.6%	376.03K	32.73M	-12.19K	-3.14%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.91%	568.87K	49.14M	72.05K	+14.50%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.93%	580.07K	50.48M	1.77K	+0.31%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.98%	615.87K	53.6M	-17.65K	-2.79%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.09%	685.19K	59.63M	326	+0.05%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.12%	702.4K	61.13M	66.48K	+10.45%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.37%	858.77K	74.74M	135.35K	+18.71%
Sep 30, 2025	EVERCORE WEALTH MANAGEMENT, LLC	1.68%	1.05M	91.42M	-21.96K	-2.05%
Sep 30, 2025	UNITED ADVISOR GROUP, LLC	0.19%	117.23K	10.2M	8.69K	+8.00%
Sep 30, 2025	FIRST AMERICAN TRUST, FSB	0.2%	122.65K	10.67M	-3.72K	-2.95%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.33%	209.28K	18.21M	15.32K	+7.90%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.34%	213.52K	18.58M	45.8K	+27.31%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.53%	333.35K	29.01M	19.38K	+6.17%
Sep 30, 2025	BRISTLECONE ADVISORS, LLC	0.36%	227.03K	19.76M	3.16K	+1.41%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.41%	257.46K	22.41M	3.04K	+1.19%
Sep 30, 2025	LRI INVESTMENTS, LLC	0.53%	334.6K	29.12M	-1.1K	-0.33%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.29%	179.49K	15.62M	16.96K	+10.43%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.3%	190.89K	16.61M	-581	-0.30%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.26%	163.02K	14.19M	-23.18K	-12.45%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	1.91%	1.19M	103.99M	20.19K	+1.72%
Sep 30, 2025	CREATIVE PLANNING	2.24%	1.4M	122.23M	-7.71K	-0.55%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	3.28%	2.06M	178.78M	-51.76K	-2.46%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.14%	715.73K	62.29M	63.74K	+9.78%
Sep 30, 2025	IAG WEALTH PARTNERS, LLC	0.63%	393.9K	34.28M	-4.25K	-1.07%
Sep 30, 2025	WATERWAY WEALTH MANAGEMENT, LLC	1.17%	732.26K	56.58M	131.89K	+21.97%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	1.68%	1.05M	91.76M	4.53K	+0.43%
Sep 30, 2025	TRILOGY CAPITAL INC.	1.78%	1.12M	97.31M	-38.93K	-3.36%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.85%	1.16M	100.94M	111.92K	+10.68%
Sep 30, 2025	UBS GROUP AG	2.17%	1.36M	118.33M	57.84K	+4.44%
Sep 30, 2025	ROYAL BANK OF CANADA	0.82%	513.95K	44.73M	-52.06K	-9.20%
Sep 30, 2025	LPL FINANCIAL LLC	5.55%	3.48M	302.48M	226.13K	+6.96%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	6.22%	3.9M	339.38M	13.29K	+0.34%
Sep 30, 2025	CLG LLC	0.6%	378.46K	32.94M	98.59K	+35.22%
Sep 30, 2025	LEE-KELLEHER WEALTH MANAGEMENT	0.56%	349.34K	30.4M	21.01K	+6.40%
Sep 30, 2025	KEY FINANCIAL INC	0.16%	98.61K	8.59M	-1.34K	-1.34%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.14%	90.63K	7.89M	-3.66K	-3.88%
Sep 30, 2025	ASPIRIANT, LLC	0.14%	90.16K	7.85M	24.93K	+38.23%
Sep 30, 2025	MOLLER FINANCIAL SERVICES	0.14%	89.1K	7.75M	-3.71K	-3.99%
Sep 30, 2025	CALIBER WEALTH MANAGEMENT, LLC / KS	0.13%	83.07K	7.23M	-43.67K	-34.46%
Sep 30, 2025	REDHAWK WEALTH ADVISORS, INC.	0.12%	75.74K	6.59M	1.15K	+1.54%
Sep 30, 2025	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.12%	72.1K	6.28M	-994	-1.36%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.11%	70.64K	6.15M	2.48K	+3.64%
Sep 30, 2025	TOBIAS FINANCIAL ADVISORS, INC.	0.11%	66.88K	5.82M	-995	-1.47%
Sep 30, 2025	FIDELIS IM, LLC	0.11%	65.96K	7.87M	-171.47K	-72.22%
Sep 30, 2025	HOWARD BAILEY SECURITIES, LLC	0.1%	64.5K	5.61M	-2.69K	-4.01%
Sep 30, 2025	GRAVES LIGHT LENHART WEALTH, INC.	0.1%	62.61K	5.45M	-6.27K	-9.10%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.32%	193.96K	15.93M	13.09K	+7.24%
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.17%	104.63K	8.59M	-1.06K	-1.00%
Jun 30, 2025	KEY FINANCIAL INC	0.17%	99.95K	8.21M	3.09K	+3.19%
Jun 30, 2025	MOLLER FINANCIAL SERVICES	0.15%	92.81K	7.62M	-551	-0.59%
Jun 30, 2025	RFG ADVISORY, LLC	0.15%	89.52K	7.35M	-31.32K	-25.92%
Jun 30, 2025	REDHAWK WEALTH ADVISORS, INC.	0.12%	74.59K	6.13M	62.76K	+530.11%
Jun 30, 2025	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.12%	73.09K	6.08M	5.68K	+8.43%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.11%	68.9K	5.66M	2.65K	+4.00%
Jun 30, 2025	GRAVES LIGHT LENHART WEALTH, INC.	0.11%	68.88K	5.66M	-363	-0.52%
Jun 30, 2025	TOBIAS FINANCIAL ADVISORS, INC.	0.11%	67.87K	5.58M	-5.37K	-7.34%
Jun 30, 2025	ASPIRIANT, LLC	0.11%	65.22K	5.36M	25K	+62.15%
Jun 30, 2025	1900 WEALTH MANAGEMENT LLC	0.1%	62.49K	5.13M	14	+0.02%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.1%	61.95K	5.09M	13	+0.02%
Jun 30, 2025	LAKE STREET FINANCIAL LLC	0.1%	61.88K	5.08M	369	+0.60%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.1%	59.92K	4.92M	-758	-1.25%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.1%	59.87K	4.92M	-8.85K	-12.88%
Jun 30, 2025	TRILOGY CAPITAL INC.	1.93%	1.16M	95.04M	-20.51K	-1.74%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.42%	251.28K	20.64M	6.15K	+2.51%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.22%	133.99K	11.18M	-2.92K	-2.13%
Jun 30, 2025	FIRST AMERICAN TRUST, FSB	0.21%	126.37K	10.38M	2K	+1.60%
Jun 30, 2025	STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.	0.19%	111.55K	9.16M	3.19K	+2.94%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.06%	635.92K	52.24M	49.89K	+8.51%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.06%	633.52K	52.04M	-230.29K	-26.66%
Jun 30, 2025	ROYAL BANK OF CANADA	0.94%	566.01K	46.49M	1.29K	+0.23%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.54%	326.36K	26.81M	6.91K	+2.16%
Jun 30, 2025	FAIRWAY WEALTH LLC	0.44%	261.99K	21.52M	2.96K	+1.14%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.42%	254.42K	20.9M	3.51K	+1.40%
Jun 30, 2025	REVOLVE WEALTH PARTNERS, LLC	0.36%	213.43K	17.53M	-6.17K	-2.81%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.31%	186.2K	15.29M	22.19K	+13.53%
Jun 30, 2025	IAG WEALTH PARTNERS, LLC	0.66%	398.15K	32.7M	-17.46K	-4.20%
Jun 30, 2025	BRISTLECONE ADVISORS, LLC	0.37%	223.86K	18.39M	4.4K	+2.00%
Jun 30, 2025	CX INSTITUTIONAL	0.18%	105.13K	8.64M	2.43K	+2.36%
Jun 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.1%	57.81K	4.75M	131	+0.23%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.1%	57.17K	4.7M	6.01K	+11.75%
Jun 30, 2025	MORGAN STANLEY	4.92%	2.95M	242.67M	-9.54K	-0.32%
Jun 30, 2025	COLONY GROUP, LLC	4.02%	2.41M	198.11M	40.87K	+1.72%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	6.48%	3.89M	319.22M	-6.19K	-0.16%
Jun 30, 2025	LPL FINANCIAL LLC	5.42%	3.25M	266.91M	-210.06K	-6.07%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	3.51%	2.11M	173.05M	677.08K	+47.36%
Jun 30, 2025	CREATIVE PLANNING	2.35%	1.41M	116M	27.9K	+2.02%
Jun 30, 2025	UBS GROUP AG	2.17%	1.3M	106.93M	-13.44K	-1.02%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	1.96%	1.17M	96.48M	138.97K	+13.42%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.83%	496.82K	40.81M	39.07K	+8.53%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.65%	388.22K	31.89M	-2.11K	-0.54%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.59%	352.07K	28.92M	-32.04K	-8.34%
Jun 30, 2025	WATERWAY WEALTH MANAGEMENT, LLC	1%	600.37K	49.31M	61.82K	+11.48%
Jun 30, 2025	UNITED ADVISOR GROUP, LLC	0.18%	108.54K	8.92M	-404	-0.37%
Jun 30, 2025	LRI INVESTMENTS, LLC	0.56%	335.69K	27.57M	-1.93K	-0.57%
Jun 30, 2025		0.21%	126.74K	10.41M	-7.56K	-5.63%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.32%	191.47K	15.73M	-404	-0.21%
Jun 30, 2025	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.29%	175.5K	14.42M	-5.68K	-3.13%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.28%	167.72K	13.78M	8.83K	+5.56%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.28%	166.3K	13.66M	9.02K	+5.73%
Jun 30, 2025	JPMORGAN CHASE & CO	0.27%	164.58K	13.52M	-15.25K	-8.48%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.14%	684.86K	56.25M	14.26K	+2.13%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.09%	652K	53.56M	54.53K	+9.13%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.96%	578.31K	47.5M	18.7K	+3.34%
Jun 30, 2025	FOX FINANCIAL, INC	0.53%	314.98K	25.87M	1.73K	+0.55%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.52%	313.97K	25.79M	-2.13K	-0.67%
Jun 30, 2025	FIDELIS IM, LLC	0.4%	237.43K	19.5M	1.26K	+0.53%
Jun 30, 2025	LEE-KELLEHER WEALTH MANAGEMENT	0.55%	328.33K	26.97M	10.01K	+3.15%
Jun 30, 2025	CLG LLC	0.47%	279.88K	22.99M	33.82K	+13.74%
Jun 30, 2025	FUTURE YOU WEALTH LLC	0.32%	190.8K	15.66M	9.28K	+5.11%
Jun 30, 2025	CALIBER WEALTH MANAGEMENT, LLC / KS	0.21%	126.74K	10.41M	-7.56K	-5.63%
Jun 30, 2025	EVERCORE WEALTH MANAGEMENT, LLC	1.79%	1.07M	88.08M	-18.68K	-1.71%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	1.75%	1.05M	86.24M	14.91K	+1.44%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.75%	1.05M	86.08M	56.63K	+5.71%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.21%	723.42K	59.42M	80.39K	+12.50%
Mar 31, 2025	MORGAN STANLEY	5.13%	2.96M	235.25M	48.99K	+1.68%
Mar 31, 2025	LPL FINANCIAL LLC	5.98%	3.46M	274.58M	495.25K	+16.71%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	6.73%	3.89M	308.95M	-16.13K	-0.41%
Mar 31, 2025	FAIRWAY WEALTH LLC	0.45%	259.03K	20.56M	36.25K	+16.27%
Mar 31, 2025	FOX FINANCIAL, INC	0.54%	313.25K	24.86M	2.57K	+0.83%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.55%	319.45K	25.35M	-8.89K	-2.71%
Mar 31, 2025	LRI INVESTMENTS, LLC	0.58%	337.62K	26.8M	-106	-0.03%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.66%	384.1K	30.49M	-37.61K	-8.92%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.68%	390.34K	30.98M	4.12K	+1.07%
Mar 31, 2025	IAG WEALTH PARTNERS, LLC	0.72%	415.61K	32.99M	3.22K	+0.78%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.79%	457.75K	36.34M	249.48K	+119.79%
Mar 31, 2025	WATERWAY WEALTH MANAGEMENT, LLC	0.93%	538.56K	42.74M	17.2K	+3.30%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	1.79%	1.04M	82.2M	84.88K	+8.93%
Mar 31, 2025	EVERCORE WEALTH MANAGEMENT, LLC	1.89%	1.09M	86.6M	-43.03K	-3.79%
Mar 31, 2025	TRILOGY CAPITAL INC.	2.04%	1.18M	93.46M	1.18M	+100.00%
Mar 31, 2025	UBS GROUP AG	2.27%	1.32M	104.39M	27.16K	+2.11%
Mar 31, 2025	FIDELIS IM, LLC	0.41%	236.18K	18.75M	70.65K	+42.68%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.42%	245.14K	19.46M	-18.15K	-6.89%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.43%	250.91K	19.91M	16.21K	+6.91%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.55%	316.11K	25.09M	11.59K	+3.81%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.97%	559.6K	44.42M	-20.04K	-3.46%
Mar 31, 2025	ROYAL BANK OF CANADA	0.98%	564.72K	44.82M	-714	-0.13%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.01%	586.04K	46.51M	5.55K	+0.96%
Mar 31, 2025	CREATIVE PLANNING	2.35%	1.38M	109.87M	-1.93K	-0.14%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.31%	180.86K	14.36M	33.56K	+22.78%
Mar 31, 2025	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.31%	181.18K	14.38M	9.96K	+5.82%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.33%	191.87K	15.23M	-2.54K	-1.30%
Mar 31, 2025	BRISTLECONE ADVISORS, LLC	0.38%	219.46K	17.42M	-10.29K	-4.48%
Mar 31, 2025	RFG ADVISORY, LLC	0.21%	120.84K	9.59M	17.83K	+17.31%
Mar 31, 2025	ALMANACK INVESTMENT PARTNERS, LLC.	0.21%	123.92K	9.84M	-11.79K	-8.69%
Mar 31, 2025	FIRST AMERICAN TRUST, FSB	0.22%	124.37K	9.87M	7.17K	+6.11%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.16%	670.6K	53.23M	17.14K	+2.62%
Mar 31, 2025	WIN ADVISORS, INC	0.2%	112.99K	8.97M	112.99K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.03%	597.46K	47.42M	43.22K	+7.80%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.11%	643.03K	51.04M	-80.99K	-11.19%
Mar 31, 2025	REVOLVE WEALTH PARTNERS, LLC	0.38%	219.6K	17.43M	1.1K	+0.50%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.24%	136.91K	10.87M	-6.83K	-4.75%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.27%	157.28K	12.48M	-3.79K	-2.35%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.27%	158.89K	12.61M	4.92K	+3.19%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.28%	164.01K	13.02M	4.54K	+2.85%
Mar 31, 2025	JPMORGAN CHASE & CO	0.31%	179.83K	14.27M	25.13K	+16.24%
Mar 31, 2025		0.23%	134.3K	10.66M	134.3K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.49%	863.81K	68.56M	81.19K	+10.37%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.71%	991.32K	78.68M	-672.6K	-40.42%
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	1.79%	1.03M	82.14M	314.66K	+43.69%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	2.47%	1.43M	113.31M	-343.8K	-19.39%
Mar 31, 2025	COLONY GROUP, LLC	4.1%	2.37M	188.18M	20.16K	+0.86%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.04%	608.01K	43.89M	-678	-0.11%
Mar 31, 2024	WATERWAY WEALTH MANAGEMENT, LLC	1.24%	660.51K	47.68M	-68.37K	-9.38%
Mar 31, 2024	WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	1.28%	681.37K	49.19M	7.85K	+1.17%
Mar 31, 2024	GREAT VALLEY ADVISOR GROUP, INC.	1.36%	724.51K	52.3M	-3.02K	-0.42%
Mar 31, 2024	STRATOS WEALTH ADVISORS, LLC	0.19%	102.44K	7.39M	2.47K	+2.47%
Mar 31, 2024	CX INSTITUTIONAL	0.19%	102.5K	7.4M	24.11K	+30.76%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.2%	106.23K	7.67M	1.34K	+1.27%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.24%	138.07K	9.97M	14.52K	+11.75%
Mar 31, 2024	EVERCORE WEALTH MANAGEMENT, LLC	2.1%	1.12M	80.99M	47.79K	+4.45%
Mar 31, 2024	UBS GROUP AG	2.17%	1.27M	91.33M	-63.44K	-4.78%
Mar 31, 2024	CREATIVE PLANNING	2.51%	1.46M	105.46M	-21.76K	-1.47%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.62%	1.53M	110.34M	3.73K	+0.24%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	2.66%	1.55M	111.67M	124.11K	+8.72%
Mar 31, 2024	COLONY GROUP, LLC	4.1%	2.19M	158.18M	2.18M	+15,235.03%
Mar 31, 2024	REVOLVE WEALTH PARTNERS, LLC	0.41%	218.3K	15.76M	-919	-0.42%
Mar 31, 2024	BRISTLECONE ADVISORS, LLC	0.42%	224.35K	16.2M	15.51K	+7.43%
Mar 31, 2024	FOX FINANCIAL, INC	0.47%	251.07K	18.12M	-1.53K	-0.61%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.5%	266.56K	19.24M	16.37K	+6.54%
Mar 31, 2024	MAI CAPITAL MANAGEMENT	0.5%	267.09K	19.28M	260.45K	+3,927.23%
Mar 31, 2024	JPMORGAN CHASE & CO	0.57%	329.71K	23.8M	-15.33K	-4.44%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.63%	334K	24.11M	9.98K	+3.08%
Mar 31, 2024	LPL FINANCIAL LLC	4.93%	2.87M	207.14M	-402.49K	-12.30%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	6.85%	3.99M	288.15M	-58.27K	-1.44%
Mar 31, 2024	GRAVES LIGHT LENHART WEALTH, INC.	0.25%	133K	9.6M	-6.26K	-4.49%
Mar 31, 2024	LAKE STREET FINANCIAL LLC	0.26%	136.22K	9.83M	-50.61K	-27.09%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.26%	136.92K	9.88M	-1.11K	-0.81%
Mar 31, 2024	ALMANACK INVESTMENT PARTNERS, LLC.	0.27%	142.11K	10.26M	31.44K	+28.40%
Mar 31, 2024	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.28%	148.59K	10.73M	-31.84K	-17.65%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.28%	163.2K	11.78M	915	+0.56%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.32%	184.02K	13.29M	-13.48K	-6.83%
Mar 31, 2024	FIDELIS IM, LLC	0.32%	171.9K	12.41M	2.24K	+1.32%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.33%	191.21K	13.8M	-105.1K	-35.47%
Mar 31, 2024	CETERA ADVISORS LLC	0.33%	177.06K	12.78M	30.76K	+21.03%
Mar 31, 2024	BANK HAPOALIM BM	0.35%	189K	13.64M	189K	+100.00%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.36%	194.77K	14.06M	66	+0.03%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.49%	286.34K	20.67M	45.36K	+18.82%
Mar 31, 2024		0.64%	339.38K	24.5M	339.38K	+100.00%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.65%	347.59K	25.09M	11.68K	+3.48%
Mar 31, 2024	MORGAN STANLEY	4.74%	2.76M	199.26M	-6.84K	-0.25%
Mar 31, 2024	FAIRWAY WEALTH LLC	0.19%	101.63K	7.34M	-1.06K	-1.03%
Mar 31, 2024	ADVISORS PREFERRED, LLC	0.38%	202.97K	14.57M	141.98K	+232.79%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.39%	208.73K	15.07M	-23.17K	-9.99%
Mar 31, 2024	LRI INVESTMENTS, LLC	0.64%	339.38K	24.5M	339.38K	+100.00%
Mar 31, 2024	IAG WEALTH PARTNERS, LLC	0.73%	389.77K	28.14M	6.51K	+1.70%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.74%	433.46K	31.29M	-7.03K	-1.60%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.84%	490.26K	35.39M	3.5K	+0.72%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.87%	464.49K	33.53M	-18.36K	-3.80%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.88%	468.99K	33.86M	432.88K	+1,198.71%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.91%	530.41K	38.29M	14.33K	+2.78%
Mar 31, 2024	ROYAL BANK OF CANADA	0.97%	565.09K	40.79M	9.63K	+1.73%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.49%	794.89K	57.38M	794.89K	+100.00%
Mar 31, 2024	KOSHINSKI ASSET MANAGEMENT, INC.	0.13%	73.06K	5.27M	-40.65K	-35.75%
Mar 31, 2024	1900 WEALTH MANAGEMENT LLC	0.13%	73.75K	5.32M	-1.32K	-1.75%
Mar 31, 2024	CLEARWATER CAPITAL ADVISORS, LLC	0.13%	75.65K	5.46M	-2.6K	-3.32%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.13%	75.72K	5.47M	-579	-0.76%
Mar 31, 2024	KEY FINANCIAL INC	0.15%	87.45K	6.31M	1.58K	+1.84%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.15%	87.45K	6.31M	2.43K	+2.86%
Mar 31, 2024	RFG ADVISORY, LLC	0.15%	87.73K	6.33M	75.08K	+593.61%
Mar 31, 2024	STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.	0.15%	89.73K	6.48M	2.63K	+3.02%
Mar 31, 2024	TOBIAS FINANCIAL ADVISORS, INC.	0.15%	89.85K	6.49M	-4.22K	-4.48%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.16%	93.35K	6.74M	-2.56K	-2.67%
Mar 31, 2024	MOLLER FINANCIAL SERVICES	0.17%	97.53K	7.04M	-3.82K	-3.76%
Dec 31, 2023	M HOLDINGS SECURITIES, INC.	0.62%	339.38K	22.53M	13.23K	+4.06%
Dec 31, 2023	MOLLER FINANCIAL SERVICES	0.18%	101.35K	6.73M	131	+0.13%
Dec 31, 2023	IAG WEALTH PARTNERS, LLC	0.7%	383.26K	25.44M	458	+0.12%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.8%	440.49K	29.24M	34.6K	+8.52%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.88%	482.85K	32.05M	-12.98K	-2.62%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.89%	486.76K	32.31M	-53.44K	-9.89%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.94%	516.08K	34.26M	3.41K	+0.67%
Dec 31, 2023	ROYAL BANK OF CANADA	1.01%	555.46K	36.87M	11.58K	+2.13%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.11%	608.69K	40.4M	-60K	-8.97%
Dec 31, 2023	WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	1.23%	673.52K	44.71M	22.96K	+3.53%
Dec 31, 2023	GREAT VALLEY ADVISOR GROUP, INC.	1.32%	727.54K	48.29M	20.01K	+2.83%
Dec 31, 2023	EVERCORE WEALTH MANAGEMENT, LLC	1.96%	1.07M	71.3M	-18.13K	-1.66%
Dec 31, 2023	UBS GROUP AG	2.42%	1.33M	88.19M	-18.44K	-1.37%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	2.59%	1.42M	94.47M	-29.78K	-2.05%
Dec 31, 2023	CREATIVE PLANNING	2.7%	1.48M	98.41M	-84.77K	-5.41%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.78%	1.52M	101.21M	-8.58K	-0.56%
Dec 31, 2023	WADE G W & INC	3.81%	2.09M	139.02M	10.35K	+0.50%
Dec 31, 2023	MORGAN STANLEY	5.04%	2.77M	183.67M	79.65K	+2.96%
Dec 31, 2023	LPL FINANCIAL LLC	5.96%	3.27M	217.19M	266.96K	+8.88%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	7.37%	4.05M	268.83M	-102.35K	-2.46%
Dec 31, 2023		0.19%	102.69K	6.82M	102.69K	+100.00%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.18%	101.56K	6.85M	101.56K	+100.00%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.19%	104.89K	6.96M	-18.48K	-14.98%
Dec 31, 2023	ALMANACK INVESTMENT PARTNERS, LLC.	0.2%	110.68K	7.35M	-6.06K	-5.19%
Dec 31, 2023	KOSHINSKI ASSET MANAGEMENT, INC.	0.21%	113.71K	7.55M	51.48K	+82.74%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.22%	123.55K	8.2M	55.3K	+81.02%
Dec 31, 2023	ADVISORS CAPITAL MANAGEMENT, LLC	0.25%	134.88K	8.95M	134.88K	+100.00%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.25%	138.03K	9.16M	562	+0.41%
Dec 31, 2023	GRAVES LIGHT LENHART WEALTH, INC.	0.25%	139.26K	9.24M	-3.34K	-2.34%
Dec 31, 2023	CETERA ADVISORS LLC	0.27%	146.3K	9.71M	3K	+2.09%
Dec 31, 2023	IFG ADVISORY, LLC	0.3%	162.08K	10.76M	1.75K	+1.09%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.3%	162.29K	10.78M	-1.21K	-0.74%
Dec 31, 2023	FIDELIS IM, LLC	0.31%	169.66K	11.26M	3.06K	+1.84%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.32%	174.03K	11.55M	160.88K	+1,223.45%
Dec 31, 2023	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.33%	180.44K	11.98M	-322	-0.18%
Dec 31, 2023	LAKE STREET FINANCIAL LLC	0.34%	186.83K	12.4M	1.74K	+0.94%
Dec 31, 2023	JPMORGAN CHASE & CO	0.63%	345.04K	22.9M	100.47K	+41.08%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.35%	194.71K	12.92M	-1.72K	-0.88%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.36%	197.51K	13.11M	-87.09K	-30.60%
Dec 31, 2023	BRISTLECONE ADVISORS, LLC	0.38%	208.84K	13.86M	17.5K	+9.15%
Dec 31, 2023	REVOLVE WEALTH PARTNERS, LLC	0.4%	219.22K	14.55M	-6.25K	-2.77%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.42%	231.9K	15.39M	-53.86K	-18.85%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.44%	240.98K	16M	-39.37K	-14.04%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.46%	250.19K	16.61M	5.09K	+2.08%
Dec 31, 2023	TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC	0.46%	254.8K	16.91M	5.29K	+2.12%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.54%	296.31K	19.67M	-381	-0.13%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.59%	324.02K	21.51M	9.93K	+3.16%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.61%	335.9K	22.3M	18.53K	+5.84%

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