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

Who are the major shareholders selling WisdomTree International SmallCap Dividend Fund stock?

CHECCHI CAPITAL ADVISERS, LLC, in the last quarter, reduced its stake in DLS by -15.34% restricting it's holding to 59.26 thousand shares of worth nearly $4.83M. BANK OF MONTREAL /CAN/ also lessened -8.81% of the DLS shares from its portfolio, reducing its holding to 60.51 thousand shares of worth $4.93M. NEUMANN CAPITAL MANAGEMENT, LLC also shunned DLS shares holding by -0.97% last quarter which brought its holding to 66.22 thousand shares worth $5.40M.

Investors who are buying DLS stock?

As per its latest 13F filing, CI PRIVATE WEALTH, LLC increased its stake in DLS by 2.39% in the last quarter. The institutional holder raised its holding to 57.73 thousand shares having worth more than $4.71M. WESCAP MANAGEMENT GROUP, INC. also added 1.25% more shares of DLS to its portfolio, raising its holding to 60.39 thousand shares of worth $4.92M. CORECAP ADVISORS, LLC also increased its DLS shares holding by 0.57% which brought its holding to 13.31 thousand shares worth $1.09M.

DLS's major insiders: who are they?

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

Did an insider recently sell DLS stock?

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

Which insider recently purchased DLS stock?

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

How much of DLS does insiders own?

Around 0 WisdomTree International SmallCap Dividend Fund shares are held by insiders, which represents about N/A of DLS stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in DLS?

CI PRIVATE WEALTH, LLC is the largest institutional owner in DLS which holds 57.73 thousand shares worth $4.71M or 0.51% of the total DLS shares outstanding followed by CHECCHI CAPITAL ADVISERS, LLC with ownership of 59.26 thousand shares representing 0.52% of the DLS ownership. WESCAP MANAGEMENT GROUP, INC. is the third largest stakeholder with 60.39 thousand shares or 0.53% of the ownership worth more than $4.92M.

Is WisdomTree International SmallCap 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 DLS is concerned, it is a stock which is optionable.

Is there a short position on DLS's shares?

Number of DLS 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 DLS shares are there?

As of today, null shares of DLS are outstanding.

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

DLS 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 DLS is null.

WisdomTree International SmallCap Dividend Fund (DLS) 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. CI PRIVATE WEALTH, LLC is the top corporate investor, holding 57.73K shares valued at $4.71M. A 0.51% stake in WisdomTree International SmallCap Dividend Fund is owned by the company. CHECCHI CAPITAL ADVISERS, LLC owns 59.26K shares valued at $4.83M, which translates its holding of 0.52% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.51%	57.73K	4.71M	1.35K	+2.39%
Mar 31, 2026	CHECCHI CAPITAL ADVISERS, LLC	0.52%	59.26K	4.83M	-10.74K	-15.34%
Mar 31, 2026	WESCAP MANAGEMENT GROUP, INC.	0.53%	60.39K	4.92M	745	+1.25%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.53%	60.51K	4.93M	-5.85K	-8.81%
Mar 31, 2026	NEUMANN CAPITAL MANAGEMENT, LLC	0.58%	66.22K	5.4M	-651	-0.97%
Mar 31, 2026	GREAT POINT WEALTH ADVISORS, LLC	0.61%	69.69K	5.68M	-5.71K	-7.58%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	12.61K	1.03M	-8.77K	-41.03%
Mar 31, 2026	BRUCE G. ALLEN INVESTMENTS, LLC	0.11%	12.74K	1.04M	-810	-5.98%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.12%	13.31K	1.09M	76	+0.57%
Mar 31, 2026	CAPITAL ANALYSTS, LLC	0.12%	14.12K	1.15M	611	+4.52%
Mar 31, 2026	BETTERMENT LLC	0.13%	14.49K	1.18M	-936	-6.07%
Mar 31, 2026	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.13%	14.61K	1.19M	-1.49K	-9.24%
Mar 31, 2026	CITIGROUP INC	0.13%	15.26K	1.24M	402	+2.71%
Mar 31, 2026	SHARPER & GRANITE LLC	0.14%	15.84K	1.29M	-1.36K	-7.91%
Mar 31, 2026	ADDISON ADVISORS LLC	0.15%	16.8K	1.37M	-245	-1.44%
Mar 31, 2026		0.15%	17.14K	1.4M	17.14K	+100.00%
Mar 31, 2026	TOWLE & CO	0.15%	17.46K	1.42M	17.46K	+100.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.16%	17.97K	1.46M	141	+0.79%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.17%	19.72K	1.61M	2.86K	+16.93%
Mar 31, 2026	RITHOLTZ WEALTH MANAGEMENT	0.18%	20.36K	1.66M	-30	-0.15%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.19%	21.57K	1.71M	375	+1.77%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.62%	70.66K	5.76M	70.66K	+100.00%
Mar 31, 2026	CSENGE ADVISORY GROUP	0.65%	73.72K	6.01M	-8.82K	-10.69%
Mar 31, 2026	EVANSON ASSET MANAGEMENT, LLC	0.72%	81.89K	6.67M	-1.72K	-2.05%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.73%	82.31K	6.71M	3.09K	+3.90%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.28%	257.91K	21.02M	75.85K	+41.66%
Mar 31, 2026	WATERFRONT WEALTH INC.	0.42%	47.05K	3.83M	-8.19K	-14.82%
Mar 31, 2026	LPL FINANCIAL LLC	0.44%	49.92K	4.07M	307	+0.62%
Mar 31, 2026	SMITH, MOORE & CO.	0.25%	27.93K	2.28M	-188	-0.67%
Mar 31, 2026	IMPACT CAPITAL PARTNERS LLC	0.21%	24.08K	1.96M	2.78K	+13.06%
Mar 31, 2026	MARINER, LLC	0.21%	24.28K	1.98M	20.41K	+526.52%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.22%	24.63K	2.01M	-2.05K	-7.67%
Mar 31, 2026	MARATHON STRATEGIC ADVISORS, LLC	0.22%	25.22K	2.06M	588	+2.39%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.23%	25.75K	2.1M	-1.9K	-6.88%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.27%	31.16K	2.54M	976	+3.23%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.28%	31.26K	2.55M	247	+0.80%
Mar 31, 2026	JANE STREET GROUP, LLC	0.28%	31.3K	2.55M	24.03K	+330.60%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.28%	32.02K	2.61M	-1.78K	-5.27%
Mar 31, 2026	WEALTH ARCHITECTS, LLC	0.28%	32.29K	2.63M	-2.35K	-6.78%
Mar 31, 2026	FAMILY WEALTH PARTNERS, LLC	0.31%	35.59K	2.9M	-1.15K	-3.12%
Mar 31, 2026	WRIGHT FUND MANAGEMENT, LLC	0.31%	35.59K	2.9M	35.59K	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.32%	36.69K	2.99M	-921	-2.45%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.33%	37.12K	3.03M	-2.53K	-6.37%
Mar 31, 2026	CREATIVE PLANNING	0.36%	40.36K	3.29M	912	+2.31%
Mar 31, 2026	LARSON FINANCIAL GROUP LLC	0.17%	19.04K	1.55M	-145	-0.76%
Mar 31, 2026	MCLEAN ASSET MANAGEMENT CORP	0.17%	19.18K	1.56M	-600	-3.03%
Mar 31, 2026	GHP INVESTMENT ADVISORS, INC.	0.21%	23.39K	1.91M	-862	-3.55%
Mar 31, 2026	GROVE STREET FIDUCIARY, LLC	0.38%	43.27K	3.53M	-1.16K	-2.62%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.47%	52.82K	4.31M	14.23K	+36.85%
Mar 31, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.5%	56.24K	4.58M	129	+0.23%
Mar 31, 2026	WAVERLY ADVISORS, LLC	0.16%	18.46K	1.5M	-120	-0.65%
Mar 31, 2026	ATOMI FINANCIAL GROUP, INC.	0.73%	83.15K	6.78M	-2.25K	-2.64%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.81%	91.7K	7.47M	-1.05K	-1.13%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.86%	97.87K	7.98M	616	+0.63%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.95%	107.96K	8.8M	-716	-0.66%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	1.01%	114.53K	9.33M	-585	-0.51%
Mar 31, 2026	MORGAN STANLEY	1.38%	156.73K	12.77M	-3.99K	-2.48%
Mar 31, 2026	LRI INVESTMENTS, LLC	1.71%	193.37K	15.76M	-2.38K	-1.22%
Mar 31, 2026	BIP WEALTH, LLC	2.29%	259.51K	21.15M	-11.37K	-4.20%
Mar 31, 2026	SAVANT CAPITAL, LLC	6.63%	751.43K	61.24M	-23.67K	-3.05%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.2%	23.08K	1.88M	586	+2.61%
Mar 31, 2026	ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC	0.5%	56.51K	4.61M	-682	-1.19%
Mar 31, 2026	UBS GROUP AG	0.51%	57.33K	4.67M	-19.12K	-25.01%
Dec 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.11%	13.44K	1.09M	-680	-4.82%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.11%	13.24K	1.07M	-31	-0.23%
Dec 31, 2025	CAPITAL ANALYSTS, LLC	0.11%	13.51K	1.09M	746	+5.84%
Dec 31, 2025	BRUCE G. ALLEN INVESTMENTS, LLC	0.11%	13.55K	1.1M	-68	-0.50%
Dec 31, 2025	CITIGROUP INC	0.13%	14.86K	1.2M	459	+3.19%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.15%	17.83K	1.44M	586	+3.40%
Dec 31, 2025	WESCAP MANAGEMENT GROUP, INC.	0.5%	59.65K	4.83M	-304	-0.51%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.16%	18.89K	1.53M	501	+2.72%
Dec 31, 2025	GHP INVESTMENT ADVISORS, INC.	0.21%	24.25K	1.96M	-14	-0.06%
Dec 31, 2025	MARATHON STRATEGIC ADVISORS, LLC	0.21%	24.63K	2M	391	+1.61%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.23%	26.68K	2.16M	957	+3.72%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.23%	27.65K	2.24M	-935	-3.27%
Dec 31, 2025	UBS GROUP AG	0.64%	76.45K	6.19M	-5.77K	-7.02%
Dec 31, 2025	TANDEM INVESTMENT PARTNERS LLC	0.24%	27.73K	2.25M	305	+1.11%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.16%	19.18K	1.55M	-1.02K	-5.05%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.26%	30.18K	2.45M	1.17K	+4.02%
Dec 31, 2025	SMITH, MOORE & CO.	0.24%	28.12K	2.28M	-79	-0.28%
Dec 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.48%	56.11K	4.55M	54	+0.10%
Dec 31, 2025	GREAT POINT WEALTH ADVISORS, LLC	0.64%	75.41K	6.11M	-360	-0.48%
Dec 31, 2025	SAVANT CAPITAL, LLC	6.55%	775.1K	62.79M	-26.48K	-3.30%
Dec 31, 2025	MCLEAN ASSET MANAGEMENT CORP	0.17%	19.78K	1.65M	-1.43K	-6.72%
Dec 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0.17%	20.39K	1.65M	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	21.38K	1.73M	2.34K	+12.30%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.18%	21.19K	1.72M	1.15K	+5.74%
Dec 31, 2025	IMPACT CAPITAL PARTNERS LLC	0.18%	21.3K	1.73M	301	+1.43%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.19%	22.49K	1.82M	1.47K	+7.01%
Dec 31, 2025	ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC	0.49%	57.2K	4.63M	7	+0.01%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.56%	66.35K	5.38M	-272	-0.41%
Dec 31, 2025	NEUMANN CAPITAL MANAGEMENT, LLC	0.57%	66.87K	5.42M	-1.28K	-1.88%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	31.01K	2.51M	9.95K	+47.26%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.29%	33.8K	2.74M	8.98K	+36.17%
Dec 31, 2025	ALPHA OMEGA WEALTH MANAGEMENT LLC	0.29%	33.9K	2.75M	-6.8K	-16.71%
Dec 31, 2025	WEALTH ARCHITECTS, LLC	0.29%	34.63K	2.81M	-100	-0.29%
Dec 31, 2025	FAMILY WEALTH PARTNERS, LLC	0.31%	36.74K	2.98M	-1.69K	-4.40%
Dec 31, 2025	ROYAL BANK OF CANADA	0.31%	37.61K	3.05M	-1.09K	-2.82%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.32%	38.6K	3.13M	461	+1.21%
Dec 31, 2025	CREATIVE PLANNING	0.33%	39.45K	3.2M	2.23K	+5.98%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.34%	39.65K	3.21M	-36.14K	-47.68%
Dec 31, 2025	GROVE STREET FIDUCIARY, LLC	0.38%	44.43K	3.6M	-4.63K	-9.44%
Dec 31, 2025	LPL FINANCIAL LLC	0.42%	49.62K	4.02M	-357	-0.71%
Dec 31, 2025	WATERFRONT WEALTH INC.	0.47%	55.24K	4.73M	739	+1.36%
Dec 31, 2025	CHECCHI CAPITAL ADVISERS, LLC	0.59%	70K	5.67M	-8.29K	-10.59%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.48%	56.39K	4.57M	30.32K	+116.30%
Dec 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.72%	85.4K	6.92M	-7.02K	-7.60%
Dec 31, 2025	BETTERMENT LLC	0.13%	15.43K	1.25M	-275	-1.75%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.66%	79.22K	6.42M	4.42K	+5.90%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.14%	16.86K	1.37M	-1.13K	-6.27%
Dec 31, 2025	ADDISON ADVISORS LLC	0.14%	17.05K	1.38M	-141	-0.82%
Dec 31, 2025	SHARPER & GRANITE LLC	0.15%	17.2K	1.39M	-160	-0.92%
Dec 31, 2025	CSENGE ADVISORY GROUP	0.67%	82.55K	6.69M	-6.83K	-7.64%
Dec 31, 2025	EVANSON ASSET MANAGEMENT, LLC	0.71%	83.6K	6.77M	-221	-0.26%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.78%	92.75K	7.51M	-809	-0.86%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.82%	97.25K	7.88M	-1.84K	-1.86%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.92%	108.67K	8.8M	-688	-0.63%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.94%	115.11K	9.33M	-1.87K	-1.60%
Dec 31, 2025	MORGAN STANLEY	1.34%	160.71K	13.02M	-19.98K	-11.06%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.52%	182.06K	14.75M	2.99K	+1.67%
Dec 31, 2025	LRI INVESTMENTS, LLC	1.66%	195.76K	15.86M	-3.91K	-1.96%
Dec 31, 2025	BIP WEALTH, LLC	2.3%	270.89K	21.94M	1.52K	+0.56%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.16%	18.58K	1.5M	-1.98K	-9.64%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.09%	11.02K	892.91K	-1.16K	-9.50%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.1%	12.17K	988.94K	-3	-0.02%
Sep 30, 2025	MARATHON STRATEGIC ADVISORS, LLC	0.18%	24.24K	1.93M	283	+1.18%
Sep 30, 2025	BRISTLECONE ADVISORS, LLC	0.18%	23.9K	1.9M	2.02K	+9.24%
Sep 30, 2025	WEALTH ARCHITECTS, LLC	0.26%	34.73K	2.76M	-200	-0.57%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.16%	20.56K	1.63M	-1.11K	-5.13%
Sep 30, 2025	LPL FINANCIAL LLC	0.38%	49.97K	3.97M	-41	-0.08%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.22%	28.58K	2.27M	-382	-1.32%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.19%	24.82K	1.97M	-2.79K	-10.11%
Sep 30, 2025	JANE STREET GROUP, LLC	0.19%	25.01K	1.99M	637	+2.61%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.2%	25.72K	2.04M	887	+3.57%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.2%	26.07K	2.07M	-2.88K	-9.93%
Sep 30, 2025	TANDEM INVESTMENT PARTNERS LLC	0.21%	27.42K	2.18M	-875	-3.09%
Sep 30, 2025	SMITH, MOORE & CO.	0.21%	28.2K	2.24M	-23	-0.08%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.22%	29.02K	2.31M	1.12K	+4.01%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.89%	116.98K	9.3M	800	+0.69%
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.15%	20.39K	1.62M	-424	-2.04%
Sep 30, 2025	WATERFRONT WEALTH INC.	0.41%	54.5K	4.27M	327	+0.60%
Sep 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.43%	56.06K	4.46M	-708	-1.25%
Sep 30, 2025	ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC	0.43%	57.19K	4.55M	-405	-0.70%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.51%	66.62K	5.3M	1.71K	+2.63%
Sep 30, 2025	GHP INVESTMENT ADVISORS, INC.	0.18%	24.26K	1.93M	-818	-3.26%
Sep 30, 2025	NEUMANN CAPITAL MANAGEMENT, LLC	0.52%	68.15K	5.42M	-1.07K	-1.55%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.57%	74.8K	5.95M	2.67K	+3.70%
Sep 30, 2025	GREAT POINT WEALTH ADVISORS, LLC	0.58%	75.77K	6.02M	75.77K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.62%	82.22K	6.54M	-23.24K	-22.04%
Sep 30, 2025	IMPACT CAPITAL PARTNERS LLC	0.16%	21K	1.67M	257	+1.24%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	21.06K	1.67M	21.06K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0.28%	37.23K	2.96M	-4.47K	-10.71%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.29%	38.14K	3.03M	-6.03K	-13.64%
Sep 30, 2025	FAMILY WEALTH PARTNERS, LLC	0.29%	38.43K	3.06M	-258	-0.67%
Sep 30, 2025	ROYAL BANK OF CANADA	0.29%	38.7K	3.08M	-1.16K	-2.91%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0.15%	20.2K	1.61M	-1.13K	-5.28%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.95%	124.82K	9.93M	124.82K	+100.00%
Sep 30, 2025	MORGAN STANLEY	1.37%	180.69K	14.37M	18.23K	+11.22%
Sep 30, 2025	LRI INVESTMENTS, LLC	1.52%	199.66K	15.88M	-692	-0.35%
Sep 30, 2025	ALPHA OMEGA WEALTH MANAGEMENT LLC	0.31%	40.7K	3.24M	-13.15K	-24.42%
Sep 30, 2025	KATHLEEN S. WRIGHT ASSOCIATES INC.	0.22%	29.26K	2.33M	73	+0.25%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.83%	109.36K	8.7M	2.05K	+1.91%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.75%	99.09K	7.88M	-14.51K	-12.77%
Sep 30, 2025	CHECCHI CAPITAL ADVISERS, LLC	0.59%	78.29K	6.22M	-13.81K	-14.99%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.58%	75.79K	5.93M	27.42K	+56.69%
Sep 30, 2025	WESCAP MANAGEMENT GROUP, INC.	0.46%	59.95K	4.77M	-1.55K	-2.52%
Sep 30, 2025	GROVE STREET FIDUCIARY, LLC	0.37%	49.06K	3.9M	-2.49K	-4.83%
Sep 30, 2025	BIP WEALTH, LLC	2.05%	269.37K	21.42M	-5.33K	-1.94%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.36%	179.07K	14.24M	-2.4K	-1.32%
Sep 30, 2025	CSENGE ADVISORY GROUP	0.68%	89.38K	7.11M	-5.41K	-5.71%
Sep 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.64%	83.83K	6.66M	-1.09K	-1.28%
Sep 30, 2025	TCFG WEALTH MANAGEMENT, LLC	0.28%	37.39K	4.84K	37.39K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.16%	21.02K	1.67M	6.88K	+48.70%
Sep 30, 2025	MCLEAN ASSET MANAGEMENT CORP	0.16%	21.21K	1.69M	-539	-2.48%
Sep 30, 2025	HOWARD BAILEY SECURITIES, LLC	0.26%	33.59K	2.67M	-5.01K	-12.98%
Sep 30, 2025	SAVANT CAPITAL, LLC	6.11%	804.67K	63.98M	41.92K	+5.50%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.15%	20.04K	1.58M	202	+1.02%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	19.04K	1.51M	-1.53K	-7.43%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.14%	18.39K	1.46M	352	+1.95%
Sep 30, 2025	COVE PRIVATE WEALTH, LLC	0.14%	18.33K	1.46M	0	0
Sep 30, 2025	SHARPER & GRANITE LLC	0.13%	17.36K	1.38M	-6.55K	-27.39%
Sep 30, 2025	ADDISON ADVISORS LLC	0.13%	17.19K	1.37M	-365	-2.08%
Sep 30, 2025	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.13%	16.62K	1.32M	-187	-1.11%
Sep 30, 2025	BETTERMENT LLC	0.12%	15.7K	1.25M	-326	-2.03%
Sep 30, 2025	CITIGROUP INC	0.11%	14.4K	1.15M	-1.58K	-9.90%
Sep 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.11%	14.12K	1.12M	-200	-1.40%
Sep 30, 2025	BRUCE G. ALLEN INVESTMENTS, LLC	0.1%	13.62K	1.08M	-601	-4.23%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	13.49K	1.07M	1.9K	+16.38%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.71%	93.56K	7.42M	55.27K	+144.38%
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.7%	92.42K	7.35M	6.26K	+7.27%
Jun 30, 2025	ALPHA OMEGA WEALTH MANAGEMENT LLC	0.42%	53.85K	4.04M	759	+1.43%
Jun 30, 2025	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.13%	16.81K	1.26M	-80	-0.47%
Jun 30, 2025	BETTERMENT LLC	0.13%	16.03K	1.2M	997	+6.63%
Jun 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.11%	14.32K	1.08M	0	0
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.19%	24.83K	1.87M	481	+1.98%
Jun 30, 2025	MARATHON STRATEGIC ADVISORS, LLC	0.19%	23.95K	1.8M	454	+1.93%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.17%	21.33K	1.6M	-4.04K	-15.91%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	20.57K	1.55M	-1.48K	-6.70%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.15%	19.84K	1.48M	492	+2.54%
Jun 30, 2025	COVE PRIVATE WEALTH, LLC	0.14%	18.33K	1.38M	8.33K	+83.25%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.14%	18.04K	1.35M	234	+1.31%
Jun 30, 2025	ADDISON ADVISORS LLC	0.14%	17.55K	1.32M	-1.76K	-9.11%
Jun 30, 2025	SHARPER & GRANITE LLC	0.19%	23.91K	1.8M	-2.34K	-8.91%
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.16%	20.82K	1.56M	-259	-1.23%
Jun 30, 2025	SAVANT CAPITAL, LLC	5.95%	762.75K	57.29M	-21.95K	-2.80%
Jun 30, 2025	BIP WEALTH, LLC	2.14%	274.69K	20.63M	-8.25K	-2.92%
Jun 30, 2025	BRUCE G. ALLEN INVESTMENTS, LLC	0.11%	14.22K	1.07M	43	+0.30%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.11%	13.64K	1.02M	-66	-0.48%
Jun 30, 2025	MORGAN STANLEY	1.27%	162.46K	12.2B	-2.88K	-1.74%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.42%	181.47K	13.63M	-15.24K	-7.75%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.91%	116.18K	8.73M	-157	-0.14%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.84%	107.32K	8.06M	664	+0.62%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.56%	72.14K	5.42M	9.31K	+14.83%
Jun 30, 2025	CITADEL ADVISORS LLC	0.24%	31.11K	2.34B	24.57K	+376.06%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.17%	21.67K	1.63M	-85	-0.39%
Jun 30, 2025	LRI INVESTMENTS, LLC	1.56%	200.35K	15.05M	-2K	-0.99%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.89%	113.61K	8.53M	-2.11K	-1.82%
Jun 30, 2025	NEUMANN CAPITAL MANAGEMENT, LLC	0.54%	69.22K	5.2M	-1.24K	-1.76%
Jun 30, 2025	WESCAP MANAGEMENT GROUP, INC.	0.48%	61.5K	4.62M	-5.53K	-8.25%
Jun 30, 2025	PRAIRIEVIEW PARTNERS, LLC	0.46%	59.53K	4.47M	6.96K	+13.25%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.23%	28.94K	2.17M	21	+0.07%
Jun 30, 2025	ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC	0.45%	57.59K	4.33M	499	+0.87%
Jun 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.44%	56.77K	4.26M	-730	-1.27%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.67%	86.16K	6.47M	-779	-0.90%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.87%	110.97K	8.33M	418	+0.38%
Jun 30, 2025	UBS GROUP AG	0.82%	105.47K	7.92M	-479	-0.45%
Jun 30, 2025	CSENGE ADVISORY GROUP	0.74%	94.79K	6.89M	-2.22K	-2.28%
Jun 30, 2025	CHECCHI CAPITAL ADVISERS, LLC	0.72%	92.1K	6.92M	-33.84K	-26.87%
Jun 30, 2025	KATHLEEN S. WRIGHT ASSOCIATES INC.	0.23%	29.19K	2.19M	-18	-0.06%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.23%	28.97K	2.18M	-326	-1.11%
Jun 30, 2025		0.22%	28.3K	2.13M	705	+2.56%
Jun 30, 2025	SMITH, MOORE & CO.	0.22%	28.22K	2.12M	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.22%	27.9K	2.1M	486	+1.77%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.51%	64.92K	4.88M	-2.05K	-3.06%
Jun 30, 2025	WATERFRONT WEALTH INC.	0.42%	54.18K	4.07M	880	+1.65%
Jun 30, 2025	MCLEAN ASSET MANAGEMENT CORP	0.17%	21.75K	1.63M	-706	-3.14%
Jun 30, 2025	GROVE STREET FIDUCIARY, LLC	0.4%	51.55K	3.87M	-3.41K	-6.20%
Jun 30, 2025	HOWARD BAILEY SECURITIES, LLC	0.3%	38.6K	2.9M	-1.26K	-3.16%
Jun 30, 2025	TANDEM INVESTMENT PARTNERS LLC	0.22%	28.3K	2.13M	705	+2.56%
Jun 30, 2025	LPL FINANCIAL LLC	0.39%	50.01K	3.76M	-1.29K	-2.52%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.38%	48.37K	3.63M	-4.14K	-7.88%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.34%	44.16K	3.32M	3.9K	+9.69%
Jun 30, 2025	CREATIVE PLANNING	0.33%	41.69K	3.13M	-4.21K	-9.17%
Jun 30, 2025	ROYAL BANK OF CANADA	0.31%	39.86K	2.99M	-3.08K	-7.18%
Jun 30, 2025	FAMILY WEALTH PARTNERS, LLC	0.3%	38.69K	2.91M	-82	-0.21%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.3%	38.28K	2.88M	435	+1.15%
Jun 30, 2025	WEALTH ARCHITECTS, LLC	0.27%	34.93K	2.62M	-367	-1.04%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.22%	27.62K	2.07M	-1.05K	-3.66%
Jun 30, 2025	GHP INVESTMENT ADVISORS, INC.	0.2%	25.08K	1.88M	-1.52K	-5.71%
Jun 30, 2025	JANE STREET GROUP, LLC	0.19%	24.37K	1.83M	-22.65K	-48.17%
Jun 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.66%	84.92K	6.38M	280	+0.33%
Jun 30, 2025	TELOS CAPITAL MANAGEMENT, INC.	0.64%	82.58K	6.2M	476	+0.58%
Jun 30, 2025	BRISTLECONE ADVISORS, LLC	0.17%	21.88K	1.64M	706	+3.33%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.22%	28.92K	1.91M	-61	-0.21%
Mar 31, 2025	KATHLEEN S. WRIGHT ASSOCIATES INC.	0.22%	29.21K	1.93M	-2.46K	-7.77%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.22%	29.29K	2M	-799	-2.66%
Mar 31, 2025	LIBERTY WEALTH MANAGEMENT LLC	0.26%	33.6K	509	33.6K	+100.00%
Mar 31, 2025	WATERFRONT WEALTH INC.	0.41%	53.3K	3.52M	3.27K	+6.54%
Mar 31, 2025	ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC	0.44%	57.09K	3.77M	1.86K	+3.36%
Mar 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.44%	57.5K	3.79M	-2.93K	-4.86%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.48%	62.82K	4.15M	-856	-1.34%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.51%	66.97K	4.42M	-28	-0.04%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.55%	71.35K	4.71M	-5.82K	-7.54%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.82%	106.65K	7.04M	-72.67K	-40.52%
Mar 31, 2025	CHECCHI CAPITAL ADVISERS, LLC	0.96%	125.93K	8.31M	-31	-0.02%
Mar 31, 2025	MORGAN STANLEY	1.27%	165.34K	10.91M	4.58K	+2.85%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.51%	196.7K	12.98M	-17.97K	-8.37%
Mar 31, 2025	JANE STREET GROUP, LLC	0.36%	47.02K	3.1M	13.96K	+42.24%
Mar 31, 2025	LPL FINANCIAL LLC	0.39%	51.3K	3.39M	-4.38K	-7.86%
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.4%	52.5K	3.47M	2.41K	+4.81%
Mar 31, 2025	PRAIRIEVIEW PARTNERS, LLC	0.4%	52.57K	3.47M	-6.1K	-10.40%
Mar 31, 2025	UBS GROUP AG	0.81%	105.95K	6.99M	-7.17K	-6.34%
Mar 31, 2025	ALPHA OMEGA WEALTH MANAGEMENT LLC	0.41%	53.09K	3.5M	-24.26K	-31.37%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.19%	24.35K	1.61M	5.21K	+27.21%
Mar 31, 2025	GREAT POINT WEALTH ADVISORS, LLC	0.6%	78.91K	5.21M	-945	-1.18%
Mar 31, 2025	TELOS CAPITAL MANAGEMENT, INC.	0.63%	82.11K	5.42M	-564	-0.68%
Mar 31, 2025	ROYAL BANK OF CANADA	0.33%	42.95K	2.84M	-1.75K	-3.92%
Mar 31, 2025	CREATIVE PLANNING	0.35%	45.9K	3.03M	-797	-1.71%
Mar 31, 2025	WESCAP MANAGEMENT GROUP, INC.	0.51%	67.03K	4.42M	-1.88K	-2.73%
Mar 31, 2025	NEUMANN CAPITAL MANAGEMENT, LLC	0.54%	70.46K	4.65M	-305	-0.43%
Mar 31, 2025	EVANSON ASSET MANAGEMENT, LLC	0.65%	84.64K	5.59M	-821	-0.96%
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.85%	110.55K	7.3M	7.76K	+7.55%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.89%	115.71K	7.64M	-4.55K	-3.78%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.89%	116.33K	7.68M	-2.42K	-2.04%
Mar 31, 2025	LRI INVESTMENTS, LLC	1.55%	202.35K	13.36M	0	0
Mar 31, 2025	SAVANT CAPITAL, LLC	6.01%	784.7K	51.79M	-19.13K	-2.38%
Mar 31, 2025	MARATHON STRATEGIC ADVISORS, LLC	0.18%	23.5K	1.55M	82	+0.35%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.19%	25.37K	1.67M	-1.05K	-3.98%
Mar 31, 2025	SHARPER & GRANITE LLC	0.2%	26.25K	1.73M	-4.46K	-14.51%
Mar 31, 2025	GHP INVESTMENT ADVISORS, INC.	0.2%	26.6K	1.76M	-62	-0.23%
Mar 31, 2025		0.21%	27.59K	1.82M	55	+0.20%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.21%	27.41K	1.81M	371	+1.37%
Mar 31, 2025	BIP WEALTH, LLC	2.17%	282.95K	18.67M	7.08K	+2.57%
Mar 31, 2025	SMITH, MOORE & CO.	0.22%	28.22K	1.86M	0	0
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.22%	28.66K	1.89M	2.82K	+10.89%
Mar 31, 2025	WEALTH ARCHITECTS, LLC	0.27%	35.3K	2.33M	-1.33K	-3.62%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.29%	37.85K	2.5M	4.37K	+13.05%
Mar 31, 2025	FAMILY WEALTH PARTNERS, LLC	0.3%	38.77K	2.56M	-710	-1.80%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.31%	40.26K	2.66M	-7.57K	-15.82%
Mar 31, 2025	CSENGE ADVISORY GROUP	0.74%	97.01K	6.43M	-14.52K	-13.02%
Mar 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.67%	86.94K	5.74M	11.48K	+15.21%
Mar 31, 2024	LPL FINANCIAL LLC	0.48%	84.45K	5.51M	19.51K	+30.03%
Mar 31, 2024	TELOS CAPITAL MANAGEMENT, INC.	0.49%	80.5K	5.25M	-1.42K	-1.74%
Mar 31, 2024	GREAT POINT WEALTH ADVISORS, LLC	0.51%	82.43K	5.38M	-2.82K	-3.30%
Mar 31, 2024	LRI INVESTMENTS, LLC	1.27%	206.67K	13.48M	206.67K	+100.00%
Mar 31, 2024	BRISTLECONE ADVISORS, LLC	0.15%	25.66K	1.67M	-59	-0.23%
Mar 31, 2024	JPMORGAN CHASE & CO	0.15%	26.94K	1.76M	9.66K	+55.91%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.16%	27.26K	1.78M	-17.71K	-39.38%
Mar 31, 2024	KLR INVESTMENT ADVISORS, LLC	0.16%	27.59K	1.74M	1.63K	+6.29%
Mar 31, 2024	SMITH, MOORE & CO.	0.16%	28.57K	1.86M	-4.45K	-13.47%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.17%	28.89K	1.88M	-106	-0.37%
Mar 31, 2024	CEDAR BROOK FINANCIAL PARTNERS, LLC	0.17%	29.14K	1.9M	-6.04K	-17.18%
Mar 31, 2024	FFG RETIREMENT ADVISORS LLC	0.14%	24.8K	1.62M	502	+2.07%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.23%	37.44K	2.44M	-1.44K	-3.69%
Mar 31, 2024	REGENCY CAPITAL MANAGEMENT INC.\DE	0.27%	44K	2.87M	262	+0.60%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.28%	45.67K	2.98M	-21.22K	-31.73%
Mar 31, 2024	ATRIA INVESTMENTS, INC	0.29%	46.61K	3.04M	1.56K	+3.47%
Mar 31, 2024	FLOW TRADERS U.S. LLC	0.32%	51.86K	3.38M	-20.46K	-28.29%
Mar 31, 2024	PRAIRIEVIEW PARTNERS, LLC	0.35%	57.18K	3.73M	-956	-1.64%
Mar 31, 2024	ROYAL BANK OF CANADA	0.35%	61.49K	4.01M	-41.43K	-40.26%
Mar 31, 2024	ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC	0.36%	58.17K	3.79M	-669	-1.14%
Mar 31, 2024	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.37%	60.28K	3.93M	912	+1.54%
Mar 31, 2024	CITADEL ADVISORS LLC	0.37%	65.2K	4.25M	45.79K	+235.85%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.38%	61.78K	4.03M	7.09K	+12.96%
Mar 31, 2024	WESCAP MANAGEMENT GROUP, INC.	0.38%	62.19K	4.06M	-805	-1.28%
Mar 31, 2024	ATOMI FINANCIAL GROUP, INC.	0.39%	63.54K	4.14M	49.28K	+345.51%
Mar 31, 2024	NEUMANN CAPITAL MANAGEMENT, LLC	0.43%	70.39K	4.59M	9.01K	+14.68%
Mar 31, 2024	CHECCHI CAPITAL ADVISERS, LLC	0.74%	119.94K	7.82M	-18.5K	-13.37%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.78%	136.82K	8.92M	9.53K	+7.48%
Mar 31, 2024	MAI CAPITAL MANAGEMENT	0.95%	153.83K	10.03M	-15.57K	-9.19%
Mar 31, 2024	SAVANT CAPITAL, LLC	5.41%	880.63K	57.43M	-21.19K	-2.35%
Mar 31, 2024	MORGAN STANLEY	1.64%	286.38K	18.67M	31.75K	+12.47%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.37%	413.09K	26.94M	177.33K	+75.21%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.72%	125.6K	8.19M	-740	-0.59%
Mar 31, 2024	CREATIVE PLANNING	0.26%	45.73K	2.98M	-2.82K	-5.81%
Mar 31, 2024	WATERFRONT WEALTH INC.	0.27%	43.78K	2.79M	4.61K	+11.78%
Mar 31, 2024	EVANSON ASSET MANAGEMENT, LLC	0.56%	91.1K	5.94M	-198	-0.22%
Mar 31, 2024	SHAKESPEARE WEALTH MANAGEMENT, INC.	1.53%	248.53K	16.21M	8.98K	+3.75%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.05%	183.57K	11.97M	-1.73K	-0.93%
Mar 31, 2024	UBS GROUP AG	1.07%	186.29K	12.15M	-2.28K	-1.21%
Mar 31, 2024	BIP WEALTH, LLC	1.15%	186.81K	12.18M	26.07K	+16.22%
Mar 31, 2024	CSENGE ADVISORY GROUP	1.23%	200.66K	13.09M	-2.82K	-1.38%
Mar 31, 2024		1.27%	206.67K	13.48M	206.67K	+100.00%
Mar 31, 2024	EQIS CAPITAL MANAGEMENT, INC.	1.38%	225.07K	14.68M	-8.75K	-3.74%
Mar 31, 2024	LARSON FINANCIAL GROUP LLC	0.18%	29.74K	1.94M	-753	-2.47%
Mar 31, 2024	INSIGHT ADVISORS, LLC/ PA	0.19%	30.84K	2.01M	2.91K	+10.43%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.19%	31.04K	2.02M	2.12K	+7.32%
Mar 31, 2024	MCLEAN ASSET MANAGEMENT CORP	0.2%	31.96K	2.09M	-568	-1.75%
Mar 31, 2024	SMITHBRIDGE ASSET MANAGEMENT INC/DE	0.2%	32.15K	2.1M	182	+0.57%
Mar 31, 2024	SHARPER & GRANITE LLC	0.2%	32.7K	2.12M	-4.21K	-11.41%
Mar 31, 2024	FAMILY WEALTH PARTNERS, LLC	0.22%	36.3K	2.37M	-909	-2.44%
Mar 31, 2024	WEALTH ARCHITECTS, LLC	0.23%	37.15K	2.42M	-61	-0.16%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	37.27K	2.43M	37.27K	+100.00%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.23%	40.13K	2.62M	-4.67K	-10.42%
Mar 31, 2024	GHP INVESTMENT ADVISORS, INC.	0.25%	41.25K	2.69M	-1.68K	-3.92%
Mar 31, 2024	INVENIO WEALTH PARTNERS LLC	0.27%	44.1K	2.88M	23.4K	+113.03%
Mar 31, 2024	KATHLEEN S. WRIGHT ASSOCIATES INC.	0.27%	44.51K	2.9M	-1.5K	-3.26%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.45%	78.22K	5.1M	4.53K	+6.15%
Mar 31, 2024	ALPHA OMEGA WEALTH MANAGEMENT LLC	0.45%	73.91K	4.82M	2.01K	+2.80%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.47%	77.06K	5.03M	-3.13K	-3.91%
Dec 31, 2023	SMITHBRIDGE ASSET MANAGEMENT INC/DE	0.18%	31.96K	2.04M	-308	-0.95%
Dec 31, 2023	ROYAL BANK OF CANADA	0.59%	102.92K	6.57M	-82.71K	-44.56%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.72%	126.34K	8.07M	-9.02K	-6.66%
Dec 31, 2023	CHECCHI CAPITAL ADVISERS, LLC	0.79%	138.44K	8.84M	113.58K	+456.98%
Dec 31, 2023	JANE STREET GROUP, LLC	0.88%	155.54K	9.93M	-1.48K	-0.94%
Dec 31, 2023	BIP WEALTH, LLC	0.91%	160.75K	10.26M	7.94K	+5.20%
Dec 31, 2023	MAI CAPITAL MANAGEMENT	0.96%	169.4K	10.82M	-38.73K	-18.61%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.05%	185.3K	11.83M	-9.84K	-5.04%
Dec 31, 2023	UBS GROUP AG	1.07%	188.57K	12.04M	-154.77K	-45.08%
Dec 31, 2023	CSENGE ADVISORY GROUP	1.16%	203.48K	12.99M	2.34K	+1.16%
Dec 31, 2023	M HOLDINGS SECURITIES, INC.	1.16%	204.44K	13.05M	-4.65K	-2.22%
Dec 31, 2023	EQIS CAPITAL MANAGEMENT, INC.	1.33%	233.83K	14.93M	233.83K	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.34%	235.77K	15.05M	-68.06K	-22.40%
Dec 31, 2023	SHAKESPEARE WEALTH MANAGEMENT, INC.	1.36%	239.54K	15.29M	12.5K	+5.50%
Dec 31, 2023	MORGAN STANLEY	1.45%	254.63K	16.26M	-42.53K	-14.31%
Dec 31, 2023	SAVANT CAPITAL, LLC	5.13%	901.82K	57.58M	-27.15K	-2.92%
Dec 31, 2023	MCLEAN ASSET MANAGEMENT CORP	0.19%	32.53K	2.04M	-167	-0.51%
Dec 31, 2023	SMITH, MOORE & CO.	0.19%	33.01K	2.11M	-23.9K	-42.00%
Dec 31, 2023	CEDAR BROOK FINANCIAL PARTNERS, LLC	0.2%	35.18K	2.21M	-8.48K	-19.43%
Dec 31, 2023	OCCIDENTAL ASSET MANAGEMENT, LLC	0.21%	36.19K	2.31M	741	+2.09%
Dec 31, 2023	SHARPER & GRANITE LLC	0.21%	36.91K	2.36M	-1.95K	-5.01%
Dec 31, 2023		0.21%	37.21K	2.38M	37.21K	+100.00%
Dec 31, 2023	WEALTH ARCHITECTS, LLC	0.21%	37.21K	2.38M	0	0
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.22%	38.87K	2.48M	-2.07K	-5.06%
Dec 31, 2023	WATERFRONT WEALTH INC.	0.22%	39.17K	2.5M	767	+2.00%
Dec 31, 2023	GHP INVESTMENT ADVISORS, INC.	0.24%	42.93K	2.74M	-4.53K	-9.54%
Dec 31, 2023	REGENCY CAPITAL MANAGEMENT INC.\DE	0.25%	43.74K	2.79M	43.74K	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.25%	44.8K	2.86M	-145.63K	-76.47%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.26%	44.98K	2.87M	-8.64K	-16.11%
Dec 31, 2023	ATRIA INVESTMENTS, INC	0.26%	45.05K	2.88M	19.4K	+75.64%
Dec 31, 2023	KATHLEEN S. WRIGHT ASSOCIATES INC.	0.26%	46.01K	2.94M	-1.67K	-3.50%
Dec 31, 2023	CREATIVE PLANNING	0.28%	48.54K	3.1M	738	+1.54%
Dec 31, 2023	BUCKINGHAM STRATEGIC PARTNERS	0.29%	50.4K	3.22M	9.6K	+23.52%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.31%	54.69K	3.49M	257	+0.47%
Dec 31, 2023	PRAIRIEVIEW PARTNERS, LLC	0.33%	58.14K	3.71M	895	+1.56%
Dec 31, 2023	ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC	0.33%	58.84K	3.76M	290	+0.50%
Dec 31, 2023	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.34%	59.37K	3.79M	-468	-0.78%
Dec 31, 2023	O'CONNOR FINANCIAL GROUP LLC	0.35%	61.12K	3.9M	-4.84K	-7.34%
Dec 31, 2023	NEUMANN CAPITAL MANAGEMENT, LLC	0.35%	61.38K	3.92M	-3.52K	-5.42%
Dec 31, 2023	WESCAP MANAGEMENT GROUP, INC.	0.36%	63K	4.02M	-6.29K	-9.08%
Dec 31, 2023	LPL FINANCIAL LLC	0.37%	64.95K	4.15M	1.5K	+2.36%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.38%	66.89K	4.27M	-1.21K	-1.77%
Dec 31, 2023	ALPHA OMEGA WEALTH MANAGEMENT LLC	0.41%	71.9K	4.59M	-3.53K	-4.68%
Dec 31, 2023	FLOW TRADERS U.S. LLC	0.41%	72.32K	4.62M	-118.57K	-62.11%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.42%	73.69K	4.7M	-5.08K	-6.45%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.46%	80.19K	5.14M	-70.46K	-46.77%
Dec 31, 2023	TELOS CAPITAL MANAGEMENT, INC.	0.47%	81.93K	5.23M	371	+0.45%
Dec 31, 2023	GREAT POINT WEALTH ADVISORS, LLC	0.48%	85.25K	5.44M	-1.52K	-1.75%
Dec 31, 2023	EVANSON ASSET MANAGEMENT, LLC	0.52%	91.3K	5.83M	-448	-0.49%
Dec 31, 2023	CARLSON CAPITAL MANAGEMENT	0.54%	94.46K	6.03M	-2.38K	-2.46%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.57%	100.96K	6.35M	15.54K	+18.19%

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