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

Who are the major shareholders selling WisdomTree True Developed International Fund stock?

WAVERLY ADVISORS, LLC, in the last quarter, reduced its stake in DOL by -1.62% restricting it's holding to 29.21 thousand shares of worth nearly $2.17M. ADVISOR GROUP HOLDINGS, INC. also lessened -8.8% of the DOL shares from its portfolio, reducing its holding to 73.33 thousand shares of worth $5.45M. JANE STREET GROUP, LLC also shunned DOL shares holding by -65.08% last quarter which brought its holding to 28.21 thousand shares worth $2.10M.

Investors who are buying DOL stock?

As per its latest 13F filing, WESTERN WEALTH MANAGEMENT, LLC increased its stake in DOL by 7.77% in the last quarter. The institutional holder raised its holding to 31.35 thousand shares having worth more than $2.33M. AMERIPRISE FINANCIAL INC also added 105.35% more shares of DOL to its portfolio, raising its holding to 49.12 thousand shares of worth $3.64M. RAYMOND JAMES FINANCIAL INC also increased its DOL shares holding by 14.56% which brought its holding to 67.26 thousand shares worth $5.00M.

DOL's major insiders: who are they?

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

Did an insider recently sell DOL stock?

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

Which insider recently purchased DOL stock?

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

How much of DOL does insiders own?

Around 0 WisdomTree True Developed International Fund shares are held by insiders, which represents about N/A of DOL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in DOL?

WAVERLY ADVISORS, LLC is the largest institutional owner in DOL which holds 29.21 thousand shares worth $2.17M or 0.27% of the total DOL shares outstanding followed by WESTERN WEALTH MANAGEMENT, LLC with ownership of 31.35 thousand shares representing 0.29% of the DOL ownership. AMERIPRISE FINANCIAL INC is the third largest stakeholder with 49.12 thousand shares or 0.46% of the ownership worth more than $3.64M.

Is WisdomTree True Developed International 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 DOL is concerned, it is a stock which is optionable.

Is there a short position on DOL's shares?

Number of DOL 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 DOL shares are there?

As of today, null shares of DOL are outstanding.

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

DOL 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 DOL is null.

WisdomTree True Developed International Fund (DOL) 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. WAVERLY ADVISORS, LLC is the top corporate investor, holding 29.21K shares valued at $2.17M. A 0.27% stake in WisdomTree True Developed International Fund is owned by the company. WESTERN WEALTH MANAGEMENT, LLC owns 31.35K shares valued at $2.33M, which translates its holding of 0.29% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	WAVERLY ADVISORS, LLC	0.27%	29.21K	2.17M	-481	-1.62%
Jun 30, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.29%	31.35K	2.33M	2.26K	+7.77%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.46%	49.12K	3.64M	25.2K	+105.35%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.63%	67.26K	5M	8.55K	+14.56%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.68%	73.33K	5.45M	-7.08K	-8.80%
Jun 30, 2026	STONEBRIDGE FINANCIAL GROUP, LLC	0.09%	9.33K	693.45K	0	0
Jun 30, 2026	JANE STREET GROUP, LLC	0.26%	28.21K	2.1M	-52.57K	-65.08%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.11%	12.28K	913K	-3.15K	-20.41%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	11.95K	888.28K	-2.77K	-18.82%
Jun 30, 2026	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.1%	10.98K	816.5K	-24	-0.22%
Jun 30, 2026	COLONY GROUP, LLC	0.08%	8.97K	667K	-17	-0.19%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.08%	8.89K	661.22K	1.22K	+15.95%
Jun 30, 2026	AVIDIAN WEALTH SOLUTIONS, LLC	1.05%	112.54K	8.37M	1.62K	+1.46%
Jun 30, 2026	FIFTH THIRD BANCORP	0.11%	11.53K	857.54K	-17	-0.15%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.08%	9.05K	672.76K	348	+4.00%
Jun 30, 2026	CASCADE FINANCIAL PARTNERS, LLC	2.86%	307.54K	22.87M	37.98K	+14.09%
Jun 30, 2026	ROYAL BANK OF CANADA	2.85%	306.13K	22.77M	-5.28K	-1.70%
Jun 30, 2026	BIP WEALTH, LLC	2.81%	301.93K	22.45M	9.04K	+3.09%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.87%	201.36K	14.97M	-4.98K	-2.41%
Jun 30, 2026	EVERNEST FINANCIAL ADVISORS, LLC	0.85%	91.53K	6.81M	-867	-0.94%
Jun 30, 2026	POWERS ADVISORY GROUP, LLC	0.76%	81.33K	6.05M	-2.31K	-2.77%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.28%	29.71K	2.21M	1.05K	+3.66%
Jun 30, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.4%	42.66K	3.17M	-308	-0.72%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.51%	54.49K	4.05M	-1.98K	-3.50%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.6%	63.96K	4.76M	-3.1K	-4.62%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.11%	11.63K	864.64K	0	0
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.13%	13.94K	1.04M	-11.11K	-44.35%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.16%	124.97K	9.29M	-512	-0.41%
Jun 30, 2026	EVANSON FINANCIAL, LLC	0.11%	11.68K	868.53K	11.68K	+100.00%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.74%	79.37K	5.9M	4.36K	+5.81%
Jun 30, 2026	CREATIVE PLANNING	25.01%	2.69M	199.9M	-8.75K	-0.32%
Jun 30, 2026	MORGAN STANLEY	10.4%	1.12M	83.1M	32.38K	+2.98%
Jun 30, 2026	HUNTINGTON NATIONAL BANK	7.94%	852.79K	63.42M	-5.23K	-0.61%
Jun 30, 2026	LPL FINANCIAL LLC	2.36%	253.34K	18.84M	14.63K	+6.13%
Jun 30, 2026	M&T BANK CORP	1.2%	129.34K	9.62M	275	+0.21%
Jun 30, 2026	UBS GROUP AG	0.74%	79.11K	5.88M	2.36K	+3.07%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.72%	76.99K	5.73M	24.71K	+47.27%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.57%	61.19K	4.55M	-1.07K	-1.71%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.29%	31.6K	2.35M	-890	-2.74%
Jun 30, 2026	HOWE & RUSLING INC	0.18%	19.11K	1.42M	830	+4.54%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.14%	15.52K	1.15M	-2.32K	-13.00%
Jun 30, 2026		0.1%	11.68K	868.53K	11.68K	+100.00%
Jun 30, 2026	HEROLD ADVISORS, INC.	0.1%	10.57K	786K	1.56K	+17.26%
Jun 30, 2026	CORECAP ADVISORS, LLC	0.1%	10.4K	773.02K	-76	-0.73%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.07%	8K	594.92K	0	0
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.07%	8K	594.92K	0	0
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.07%	7.66K	569.92K	-325	-4.07%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.07%	7.41K	550.7K	299	+4.21%
Jun 30, 2026	MERIDIAN FINANCIAL PARTNERS LLC	0.06%	7.15K	531.39K	-600	-7.75%
Jun 30, 2026	MCF ADVISORS LLC	0.05%	5.89K	437.67K	0	0
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	5.88K	437.89K	-180	-2.97%
Jun 30, 2026	ALTRIUS CAPITAL MANAGEMENT INC	0.05%	5.29K	393.31K	-85	-1.58%
Jun 30, 2026	APELLA CAPITAL, LLC	0.05%	5.25K	390.13K	46	+0.88%
Jun 30, 2026	JPMORGAN CHASE & CO	3.44%	369.18K	27.39M	5.59K	+1.54%
Jun 30, 2026	KEY FINANCIAL INC	2.85%	306.32K	22.78M	-15.02K	-4.67%
Jun 30, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.27%	28.92K	2.15M	-16.63K	-36.51%
Jun 30, 2026	JFS WEALTH ADVISORS, LLC	0.25%	27.16K	2.02M	1.54K	+6.01%
Jun 30, 2026	BLACKROCK, INC.	0.24%	25.7K	1.91M	2.07K	+8.75%
Jun 30, 2026	MARINER, LLC	0.24%	25.56K	1.9M	-4.5K	-14.96%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.14%	14.95K	1.11M	-125	-0.83%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.61%	67.06K	4.56M	2.23K	+3.43%
Mar 31, 2026	BIP WEALTH, LLC	2.66%	292.89K	19.91M	-18.1K	-5.82%
Mar 31, 2026	POWERS ADVISORY GROUP, LLC	0.76%	83.64K	5.69M	-650	-0.77%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.14%	15.07K	1.02M	620	+4.29%
Mar 31, 2026	EVERNEST FINANCIAL ADVISORS, LLC	0.84%	92.4K	6.62M	-525	-0.57%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.53%	58.72K	3.99M	15.83K	+36.91%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.57%	62.25K	4.23M	-24.43K	-28.18%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.08%	7.99K	543.14K	-104	-1.29%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.08%	8K	543.89K	0	0
Mar 31, 2026		0.08%	7.7K	523.19K	8	+0.10%
Mar 31, 2026	ROYAL BANK OF CANADA	2.83%	311.41K	21.17M	-18.95K	-5.74%
Mar 31, 2026	JPMORGAN CHASE & CO	3.31%	363.59K	24.01M	-7.98K	-2.15%
Mar 31, 2026	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.1%	11K	748.09K	-103	-0.93%
Mar 31, 2026	FIFTH THIRD BANCORP	0.11%	11.55K	785.17K	8.14K	+238.98%
Mar 31, 2026	UBS GROUP AG	0.7%	76.76K	5.22M	7.16K	+10.29%
Mar 31, 2026	HUNTINGTON NATIONAL BANK	7.81%	858.03K	58.33M	13.18K	+1.56%
Mar 31, 2026	MORGAN STANLEY	9.87%	1.09M	73.77M	60.8K	+5.94%
Mar 31, 2026	CREATIVE PLANNING	24.53%	2.7M	183.35M	33.2K	+1.25%
Mar 31, 2026	MERIDIAN FINANCIAL PARTNERS LLC	0.08%	7.75K	536.3K	0	0
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.07%	7.67K	521.44K	-170	-2.17%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.07%	7.47K	508K	7.47K	+100.00%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.07%	7.11K	483.17K	1.44K	+25.46%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	6.06K	416.38K	-5.1K	-45.67%
Mar 31, 2026	MCF ADVISORS LLC	0.06%	5.89K	400.13K	0	0
Mar 31, 2026	ALTRIUS CAPITAL MANAGEMENT INC	0.05%	5.37K	365.36K	-905	-14.41%
Mar 31, 2026	KEY FINANCIAL INC	2.92%	321.34K	21.85M	1.12K	+0.35%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.68%	75.01K	5.1M	17.52K	+30.48%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.14%	15.43K	1.05M	15.43K	+100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.16%	17.84K	1.21M	-61.66K	-77.56%
Mar 31, 2026	HOWE & RUSLING INC	0.17%	18.28K	1.24M	3.05K	+20.00%
Mar 31, 2026	BLACKROCK, INC.	0.22%	23.63K	1.61M	16.26K	+220.63%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.23%	23.92K	1.63M	2.74K	+12.92%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.23%	25.04K	1.7M	-18.65K	-42.69%
Mar 31, 2026	JFS WEALTH ADVISORS, LLC	0.23%	25.62K	1.74M	210	+0.83%
Mar 31, 2026	CWM, LLC	0.25%	28.02K	1.9M	-2.03K	-6.75%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.26%	28.66K	1.95M	-746	-2.54%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.26%	29.09K	1.98M	8.38K	+40.46%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.73%	80.41K	5.47M	-2.53K	-3.05%
Mar 31, 2026	JANE STREET GROUP, LLC	0.73%	80.78K	5.49M	48.83K	+152.85%
Mar 31, 2026	HEROLD ADVISORS, INC.	0.08%	9.02K	612.97K	174	+1.97%
Mar 31, 2026	STONEBRIDGE FINANCIAL GROUP, LLC	0.08%	9.33K	633.97K	0	0
Mar 31, 2026	CORECAP ADVISORS, LLC	0.1%	10.47K	711.89K	-7	-0.07%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.1%	10.64K	723.38K	9.87K	+1,287.22%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.11%	11.63K	790.48K	0	0
Mar 31, 2026	EVANSON ASSET MANAGEMENT, LLC	0.11%	11.64K	791.13K	10	+0.09%
Mar 31, 2026	STRATEGIC FINANCIAL CONCEPTS, LLC	0.11%	12.2K	829.66K	97	+0.80%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	14.71K	1M	14.71K	+100.00%
Mar 31, 2026	WAVERLY ADVISORS, LLC	0.27%	29.69K	2.02M	-427	-1.42%
Mar 31, 2026	MARINER, LLC	0.27%	30.05K	2.04M	-4.65K	-13.40%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.3%	32.49K	2.21M	32.49K	+100.00%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.39%	42.97K	2.92M	-1.08K	-2.45%
Mar 31, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.41%	45.54K	3.1M	-28.09K	-38.15%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.48%	52.28K	3.55M	-22.97K	-30.53%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.51%	56.47K	3.84M	9.77K	+20.92%
Mar 31, 2026	AVIDIAN WEALTH SOLUTIONS, LLC	1.01%	110.93K	7.54M	-10.87K	-8.92%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.14%	125.49K	8.53M	5.6K	+4.67%
Mar 31, 2026	M&T BANK CORP	1.17%	129.07K	8.77M	53	+0.04%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.88%	206.33K	14.03M	7.12K	+3.57%
Mar 31, 2026	LPL FINANCIAL LLC	2.17%	238.71K	16.23M	1.59K	+0.67%
Mar 31, 2026	CASCADE FINANCIAL PARTNERS, LLC	2.45%	269.55K	18.33M	26.79K	+11.04%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.09%	8.7K	591.36K	222	+2.62%
Mar 31, 2026	COLONY GROUP, LLC	0.09%	8.99K	610.99K	-1.17K	-11.52%
Dec 31, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	1.2%	121.79K	8.02M	735	+0.61%
Dec 31, 2025	HEROLD ADVISORS, INC.	0.08%	8.84K	582.25K	4.66K	+111.48%
Dec 31, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	0.09%	9.33K	614.05K	0	0
Dec 31, 2025	COLONY GROUP, LLC	0.1%	10.16K	668.76K	1.78K	+21.28%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.1%	10.48K	689.98K	82	+0.79%
Dec 31, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.11%	11.11K	731.42K	-270	-2.37%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.12%	11.63K	765.64K	11.63K	+100.00%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	11.16K	751.41K	326	+3.01%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.89%	199.21K	13.12M	-4.57K	-2.24%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.08%	8.09K	532.93K	-264	-3.16%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.08%	8K	526.8K	8K	+100.00%
Dec 31, 2025		0.08%	8K	526.87K	8K	+100.00%
Dec 31, 2025	MERIDIAN FINANCIAL PARTNERS LLC	0.08%	7.75K	527.44K	100	+1.31%
Dec 31, 2025	COMERICA BANK	0.08%	7.84K	516.18K	-582	-6.91%
Dec 31, 2025	CASCADE FINANCIAL PARTNERS, LLC	2.27%	242.76K	15.99M	19.04K	+8.51%
Dec 31, 2025	KEY FINANCIAL INC	3.05%	320.22K	21.09M	-1.54K	-0.48%
Dec 31, 2025	BIP WEALTH, LLC	3.07%	310.99K	20.48M	2.46K	+0.80%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.06%	5.66K	373.01K	297	+5.53%
Dec 31, 2025	MCF ADVISORS LLC	0.06%	5.89K	387.56K	0	0
Dec 31, 2025	IFG ADVISORY, LLC	0.07%	6.98K	459.5K	0	0
Dec 31, 2025	BLACKROCK, INC.	0.07%	7.37K	485.38K	7.37K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	2.26%	237.12K	15.61M	18.69K	+8.56%
Dec 31, 2025	ROYAL BANK OF CANADA	3.13%	330.36K	21.76M	-879	-0.27%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.08%	7.84K	516.22K	302	+4.01%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.08%	8.48K	558.13K	-96	-1.12%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.14%	119.88K	7.89M	-129	-0.11%
Dec 31, 2025	M&T BANK CORP	1.28%	129.02K	8.5M	-29.96K	-18.85%
Dec 31, 2025	JPMORGAN CHASE & CO	3.47%	371.57K	24.47M	2.98K	+0.81%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	42.89K	2.82M	14.76K	+52.46%
Dec 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.73%	73.64K	4.85M	-18.21K	-19.82%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.75%	79.5K	5.23M	-7.6K	-8.73%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.79%	82.94K	5.46M	-4.61K	-5.26%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.82%	86.68K	5.71M	-12.8K	-12.87%
Dec 31, 2025	POWERS ADVISORY GROUP, LLC	0.83%	84.29K	5.55M	303	+0.36%
Dec 31, 2025	EVERNEST FINANCIAL ADVISORS, LLC	0.89%	92.93K	6.72M	-343	-0.37%
Dec 31, 2025	EVANSON ASSET MANAGEMENT, LLC	0.12%	11.63K	765.64K	18	+0.16%
Dec 31, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.12%	12.11K	797.17K	12.11K	+100.00%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.14%	14.45K	951.6K	-1.85K	-11.33%
Dec 31, 2025	HOWE & RUSLING INC	0.15%	15.23K	1M	127	+0.84%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.2%	21.18K	1.39M	13.59K	+179.15%
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.2%	20.71K	1.36M	6.61K	+46.92%
Dec 31, 2025	JFS WEALTH ADVISORS, LLC	0.25%	25.41K	1.67M	2.76K	+12.20%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.28%	29.4K	1.94M	312	+1.07%
Dec 31, 2025	CWM, LLC	0.28%	30.05K	1.98M	277	+0.93%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.29%	30.12K	1.98M	-1.06K	-3.39%
Dec 31, 2025	MARINER, LLC	0.33%	34.7K	2.29M	-1.38K	-3.83%
Dec 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.42%	44.05K	2.9M	1.6K	+3.77%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.46%	46.7K	3.07M	2.99K	+6.84%
Dec 31, 2025	CREATIVE PLANNING	25.51%	2.66M	175.41M	-19.45K	-0.72%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	8.02%	844.85K	55.63M	13.16K	+1.58%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.08%	8.54K	562.13K	806	+10.43%
Dec 31, 2025	MORGAN STANLEY	9.72%	1.02M	67.45M	34.24K	+3.46%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.72%	75.25K	4.96M	5K	+7.12%
Dec 31, 2025	UBS GROUP AG	0.66%	69.6K	4.58M	8.77K	+14.42%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.62%	64.84K	4.27M	-56.58K	-46.60%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.55%	57.48K	3.79M	2.78K	+5.08%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.43%	43.69K	2.88M	-17.58K	-28.69%
Dec 31, 2025	JANE STREET GROUP, LLC	0.32%	31.95K	2.1M	-18.48K	-36.65%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	6.75K	444K	399	+6.29%
Dec 31, 2025	ALTRIUS CAPITAL MANAGEMENT INC	0.06%	6.28K	413.47K	-18	-0.29%
Dec 31, 2025	DISCIPLINE WEALTH SOLUTIONS, LLC	0.05%	5.25K	345.45K	0	0
Dec 31, 2025	JNBA FINANCIAL ADVISORS	0.05%	4.81K	316.48K	0	0
Dec 31, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.04%	4.68K	307.85K	160	+3.54%
Dec 31, 2025	CERITY PARTNERS LLC	0.04%	4.65K	305.96K	18	+0.39%
Dec 31, 2025	CITADEL ADVISORS LLC	0.35%	37.4K	2.46M	37.4K	+100.00%
Sep 30, 2025	MARINER, LLC	0.33%	36.08K	2.25M	-2.44K	-6.34%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.39%	42.45K	2.64M	-658	-1.53%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.18%	19.92K	1.24M	19.92K	+100.00%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.4%	43.71K	2.72M	-551	-1.25%
Sep 30, 2025	JANE STREET GROUP, LLC	0.47%	50.43K	3.14M	-47.17K	-48.33%
Sep 30, 2025	UBS GROUP AG	0.56%	60.83K	3.79M	8.25K	+15.69%
Sep 30, 2025	HOWE & RUSLING INC	0.14%	15.1K	940.18K	1.62K	+12.02%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.5%	54.7K	3.41M	21.7K	+65.75%
Sep 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.1%	11.38K	708.26K	-276	-2.37%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	6.35K	395K	-15.71K	-71.23%
Sep 30, 2025	ALTRIUS CAPITAL MANAGEMENT INC	0.06%	6.3K	392.02K	-11.08K	-63.77%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.07%	7.73K	477.78K	1.99K	+34.64%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.07%	7.54K	469.2K	262	+3.60%
Sep 30, 2025	IFG ADVISORY, LLC	0.06%	6.98K	434.41K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.27%	29.09K	1.81M	-1.91K	-6.17%
Sep 30, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	0.09%	9.33K	580.52K	0	0
Sep 30, 2025	CORECAP ADVISORS, LLC	0.1%	10.4K	647.2K	31	+0.30%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.92%	99.48K	6.19M	-7.8K	-7.27%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	10.84K	678.03K	4.75K	+78.09%
Sep 30, 2025	CREATIVE PLANNING	24.75%	2.68M	167.04M	9.14K	+0.34%
Sep 30, 2025	MERIDIAN FINANCIAL PARTNERS LLC	0.07%	7.65K	479.57K	-41	-0.53%
Sep 30, 2025	EVERNEST FINANCIAL ADVISORS, LLC	0.86%	93.27K	5.81M	-3	0.00%
Sep 30, 2025	HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC	0.04%	4.02K	250.1K	17	+0.43%
Sep 30, 2025	HEROLD ADVISORS, INC.	0.04%	4.18K	260.29K	323	+8.37%
Sep 30, 2025	UNITED ADVISOR GROUP, LLC	0.04%	4.21K	262.09K	4.21K	+100.00%
Sep 30, 2025	FRAZIER FINANCIAL ADVISORS, LLC	0.04%	4.23K	263.34K	0	0
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.04%	4.24K	264.15K	0	0
Sep 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.04%	4.49K	279.4K	0	0
Sep 30, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.04%	4.52K	281.08K	-44	-0.97%
Sep 30, 2025	CERITY PARTNERS LLC	0.04%	4.63K	288.14K	-228	-4.70%
Sep 30, 2025	JNBA FINANCIAL ADVISORS	0.04%	4.81K	299.2K	0	0
Sep 30, 2025	DISCIPLINE WEALTH SOLUTIONS, LLC	0.05%	5.25K	326.59K	5.25K	+100.00%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	5.37K	334.15K	325	+6.45%
Sep 30, 2025	MCF ADVISORS LLC	0.05%	5.89K	366.4K	0	0
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.65%	70.25K	4.37M	4.2K	+6.36%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	28.13K	1.75M	4.61K	+19.61%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.57%	61.28K	3.81M	1.29K	+2.15%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.11%	120.01K	7.47M	-1.15K	-0.95%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.12%	121.42K	7.56M	953	+0.79%
Sep 30, 2025	PBMARES WEALTH MANAGEMENT LLC	0.06%	6.3K	392.25K	18	+0.29%
Sep 30, 2025	M&T BANK CORP	1.47%	158.98K	9.9M	295	+0.19%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.88%	203.78K	12.69M	16.61K	+8.87%
Sep 30, 2025	LPL FINANCIAL LLC	2.01%	218.44K	13.6M	18.52K	+9.27%
Sep 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	2.06%	223.72K	13.93M	5.98K	+2.75%
Sep 30, 2025	KEY FINANCIAL INC	2.97%	321.76K	20.2M	677	+0.21%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.29%	31.18K	1.94M	-845	-2.64%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.07%	7.84K	487.99K	7.84K	+100.00%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.8%	87.1K	5.42M	34.04K	+64.16%
Sep 30, 2025	JPMORGAN CHASE & CO	3.4%	368.59K	22.95M	4.14K	+1.14%
Sep 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.85%	91.84K	5.72M	29.85K	+48.15%
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.13%	14.1K	877.54K	14.1K	+100.00%
Sep 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.11%	11.61K	722.72K	13	+0.11%
Sep 30, 2025	POWERS ADVISORY GROUP, LLC	0.77%	83.99K	5.23M	-196	-0.23%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.81%	87.55K	5.43M	53.93K	+160.44%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.07%	8K	498.04K	-3.98K	-33.23%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.08%	8.36K	520.24K	-832	-9.05%
Sep 30, 2025	COLONY GROUP, LLC	0.08%	8.37K	521.29K	216	+2.65%
Sep 30, 2025	JFS WEALTH ADVISORS, LLC	0.21%	22.65K	1.41M	17.23K	+317.76%
Sep 30, 2025	COMERICA BANK	0.08%	8.42K	524.25K	-13	-0.15%
Sep 30, 2025	BIP WEALTH, LLC	2.85%	308.53K	19.21M	-30	-0.01%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	7.67%	831.69K	51.78M	20.45K	+2.52%
Sep 30, 2025	MORGAN STANLEY	9.13%	990.02K	61.63M	118.45K	+13.59%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	16.3K	1.01M	1.01K	+6.59%
Sep 30, 2025	BRIDGES INVESTMENT MANAGEMENT INC	0.16%	17.11K	1.07M	17.11K	+100.00%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.03%	3.76K	238.94K	1	+0.03%
Sep 30, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	1.12%	121.06K	7.54M	-390	-0.32%
Sep 30, 2025	ROYAL BANK OF CANADA	3.05%	331.24K	20.62M	953	+0.29%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.08%	8.57K	533.63K	-19	-0.22%
Sep 30, 2025	CWM, LLC	0.27%	29.77K	1.85M	-3.56K	-10.67%
Jun 30, 2025	POWERS ADVISORY GROUP, LLC	0.84%	84.18K	5.01M	2.39K	+2.93%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.52%	52.43K	3.12M	-1.95K	-3.58%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.32%	32.02K	1.91M	-655	-2.00%
Jun 30, 2025	IFG ADVISORY, LLC	0.07%	6.98K	415.66K	0	0
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	6.08K	363.7K	6.08K	+100.00%
Jun 30, 2025	MCF ADVISORS LLC	0.06%	5.89K	350.58K	0	0
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.06%	5.74K	341.02K	1.28K	+28.77%
Jun 30, 2025	JFS WEALTH ADVISORS, LLC	0.05%	5.42K	322.91K	370	+7.33%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.05%	5.25K	312.49K	0	0
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	5.04K	300.35K	5.04K	+100.00%
Jun 30, 2025	CERITY PARTNERS LLC	0.05%	4.86K	289.27K	50	+1.04%
Jun 30, 2025	JNBA FINANCIAL ADVISORS	0.05%	4.81K	286.28K	0	0
Jun 30, 2025		0.09%	9.33K	555.46K	-268	-2.79%
Jun 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.04%	4.49K	267.34K	0	0
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.04%	4.24K	252.74K	0	0
Jun 30, 2025	FRAZIER FINANCIAL ADVISORS, LLC	0.04%	4.23K	251.97K	0	0
Jun 30, 2025	HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC	0.04%	4K	238.28K	66	+1.68%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.33%	33K	1.97M	-13.68K	-29.30%
Jun 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.12%	11.65K	694.16K	-24	-0.21%
Jun 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.12%	11.6K	690.73K	51	+0.44%
Jun 30, 2025	CARDIFF PARK ADVISORS, LLC	0.02%	2.4K	142.73K	39	+1.65%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	2.2K	131.23K	0	0
Jun 30, 2025	SOA WEALTH ADVISORS, LLC.	0.02%	2.05K	121.98K	-1.29K	-38.68%
Jun 30, 2025	ASSETMARK, INC	0.02%	1.6K	95.31K	1.49K	+1,409.43%
Jun 30, 2025	RONALD BLUE TRUST, INC.	0.01%	1.38K	82.02K	0	0
Jun 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0.01%	912	54.33K	0	0
Jun 30, 2025	ANCORA ADVISORS, LLC	0.01%	720	42.89K	0	0
Jun 30, 2025	CHERRY TREE WEALTH MANAGEMENT, LLC	0.01%	714	42.53K	-156	-17.93%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0%	417	24.86K	0	0
Jun 30, 2025	FSA WEALTH MANAGEMENT LLC	0%	400	23.83K	0	0
Jun 30, 2025	PRIVATE TRUST CO NA	0%	377	22.46K	377	+100.00%
Jun 30, 2025	TSFG, LLC	0%	88	5K	0	0
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0%	77	4.59K	1	+1.32%
Jun 30, 2025	GTS SECURITIES LLC	0%	0	-	-9.1K	-100.00%
Jun 30, 2025	QUADRANT CAPITAL GROUP LLC	0%	0	-	-950	-100.00%
Jun 30, 2025	M&T BANK CORP	1.58%	158.68K	9.45M	7.85K	+5.21%
Jun 30, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	1.21%	121.45K	7.23M	3.24K	+2.74%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.2%	120.46K	7.18M	5.21K	+4.52%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.07%	107.28K	6.39M	52.58K	+96.13%
Jun 30, 2025	JANE STREET GROUP, LLC	0.97%	97.6K	5.81M	76.78K	+368.87%
Jun 30, 2025	BIP WEALTH, LLC	3.07%	308.56K	18.38M	-15.53K	-4.79%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.21%	121.16K	7.22M	-679	-0.56%
Jun 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.62%	61.99K	3.69M	61.99K	+100.00%
Jun 30, 2025	PBMARES WEALTH MANAGEMENT LLC	0.06%	6.28K	374.24K	69	+1.11%
Jun 30, 2025	VANCE WEALTH, INC.	0.06%	6.15K	366.34K	0	0
Jun 30, 2025	HEROLD ADVISORS, INC.	0.04%	3.86K	229.81K	-123	-3.09%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.04%	3.76K	230.19K	-756	-16.76%
Jun 30, 2025	MORGAN STANLEY	8.67%	871.57K	51.92M	178.68K	+25.79%
Jun 30, 2025	CREATIVE PLANNING	26.6%	2.67M	159.28M	-20.13K	-0.75%
Jun 30, 2025	HUNTINGTON NATIONAL BANK	8.07%	811.24K	48.32M	20.96K	+2.65%
Jun 30, 2025	JPMORGAN CHASE & CO	3.63%	364.45K	21.71M	4.37K	+1.21%
Jun 30, 2025	ROYAL BANK OF CANADA	3.29%	330.29K	19.68M	59.46K	+21.96%
Jun 30, 2025	KEY FINANCIAL INC	3.19%	321.08K	19.13M	16.92K	+5.56%
Jun 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	2.17%	217.74K	12.97M	1.58K	+0.73%
Jun 30, 2025	FLOW TRADERS U.S. LLC	1.12%	112.61K	6.71M	106.89K	+1,868.38%
Jun 30, 2025	UBS GROUP AG	0.52%	52.58K	3.13M	-9.95K	-15.92%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.86%	187.17K	11.15M	653	+0.35%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	22.06K	1.31M	8.17K	+58.84%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	15.29K	910.77K	15.29K	+100.00%
Jun 30, 2025	HOWE & RUSLING INC	0.13%	13.48K	803.01K	704	+5.51%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.12%	11.98K	713.68K	11.98K	+100.00%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.12%	11.63K	692.59K	0	0
Jun 30, 2025	CORECAP ADVISORS, LLC	0.1%	10.37K	617.41K	-192	-1.82%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.09%	9.19K	547.37K	158	+1.75%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.09%	8.59K	511.76K	817	+10.51%
Jun 30, 2025	COMERICA BANK	0.08%	8.43K	502.39K	-20	-0.24%
Jun 30, 2025	COLONY GROUP, LLC	0.08%	8.16K	485.96K	43	+0.53%
Jun 30, 2025	MERIDIAN FINANCIAL PARTNERS LLC	0.08%	7.69K	458K	0	0
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.07%	7.28K	433.4K	3.27K	+81.83%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.66%	66.06K	3.94M	2.73K	+4.30%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.53%	53.06K	3.16M	21.22K	+66.63%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.43%	43.11K	2.57M	-1.23K	-2.78%
Jun 30, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	0.09%	9.33K	555.46K	-268	-2.79%
Jun 30, 2025	MARINER, LLC	0.38%	38.52K	2.29M	-1.49K	-3.72%
Jun 30, 2025	CWM, LLC	0.33%	33.32K	1.99M	258	+0.78%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	33.62K	2M	1.16K	+3.56%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.31%	31K	1.85M	5.14K	+19.88%
Jun 30, 2025	LPL FINANCIAL LLC	1.99%	199.91K	11.91M	15.19K	+8.22%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.6%	59.99K	3.57M	23.28K	+63.42%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.44%	44.26K	2.64M	-862	-1.91%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.23%	23.52K	1.4M	10.77K	+84.44%
Jun 30, 2025	ALTRIUS CAPITAL MANAGEMENT INC	0.17%	17.38K	1.04M	-107	-0.61%
Jun 30, 2025	EVERNEST FINANCIAL ADVISORS, LLC	0.93%	93.27K	5.56M	6.7K	+7.74%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.12%	11.63K	640.3K	-160	-1.36%
Mar 31, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.12%	11.68K	643.06K	-45	-0.38%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	12.75K	702.2K	-426	-3.23%
Mar 31, 2025	HOWE & RUSLING INC	0.13%	12.78K	703.62K	392	+3.17%
Mar 31, 2025	JANE STREET GROUP, LLC	0.21%	20.82K	1.15M	4.92K	+30.98%
Mar 31, 2025	CWM, LLC	0.34%	33.07K	1.82M	32.48K	+5,532.88%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.47%	45.12K	2.48M	-2.62K	-5.48%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.65%	63.33K	3.49M	-5.86K	-8.47%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	13.89K	765K	13.89K	+100.00%
Mar 31, 2025	ALTRIUS CAPITAL MANAGEMENT INC	0.18%	17.49K	963.04K	306	+1.78%
Mar 31, 2025	VANCE WEALTH, INC.	0.06%	6.15K	338.68K	0	0
Mar 31, 2025	PBMARES WEALTH MANAGEMENT LLC	0.06%	6.21K	342.19K	18	+0.29%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.09%	9.03K	497.32K	-2.36K	-20.70%
Mar 31, 2025	CORECAP ADVISORS, LLC	0.11%	10.56K	581.37K	-279	-2.57%
Mar 31, 2025	EVANSON ASSET MANAGEMENT, LLC	0.12%	11.55K	635.8K	13	+0.11%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.27%	25.86K	1.42M	-4.81K	-15.67%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.33%	31.84K	1.75M	10.41K	+48.57%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	32.46K	1.79M	839	+2.65%
Mar 31, 2025	WAVERLY ADVISORS, LLC	0.34%	32.68K	1.8M	-1.7K	-4.94%
Mar 31, 2025	MARINER, LLC	0.41%	40.01K	2.2M	-8.79K	-18.02%
Mar 31, 2025	GTS SECURITIES LLC	0.09%	9.1K	501.19K	9.1K	+100.00%
Mar 31, 2025		0.1%	9.59K	528.29K	-143	-1.47%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.38%	36.71K	2.02M	4.35K	+13.45%
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.56%	54.38K	2.99M	-8.05K	-12.89%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.56%	54.7K	3.01M	-35.52K	-39.37%
Mar 31, 2025	UBS GROUP AG	0.65%	62.54K	3.44M	5.05K	+8.79%
Mar 31, 2025	POWERS ADVISORY GROUP, LLC	0.84%	81.79K	4.5M	-1.1K	-1.32%
Mar 31, 2025	EVERNEST FINANCIAL ADVISORS, LLC	0.89%	86.57K	4.77M	-2.55K	-2.86%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.19%	115.25K	6.35M	8.33K	+7.79%
Mar 31, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	1.22%	118.21K	6.51M	51	+0.04%
Mar 31, 2025	M&T BANK CORP	1.56%	150.83K	8.31M	2.55K	+1.72%
Mar 31, 2025	LPL FINANCIAL LLC	1.91%	184.73K	10.17M	-20.96K	-10.19%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.92%	186.52K	10.27M	16.08K	+9.44%
Mar 31, 2025	CASCADE FINANCIAL PARTNERS, LLC	2.23%	216.16K	11.9M	16.18K	+8.09%
Mar 31, 2025	NORTHERN TRUST CORP	0.07%	6.72K	369.85K	0	0
Mar 31, 2025	IFG ADVISORY, LLC	0.07%	6.98K	384.28K	0	0
Mar 31, 2025	MERIDIAN FINANCIAL PARTNERS LLC	0.08%	7.69K	423K	-219	-2.77%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.08%	7.77K	428.12K	-340	-4.19%
Mar 31, 2025	COLONY GROUP, LLC	0.08%	8.12K	446.91K	263	+3.35%
Mar 31, 2025	COMERICA BANK	0.09%	8.45K	465.56K	-18	-0.21%
Mar 31, 2025	ROYAL BANK OF CANADA	2.79%	270.83K	14.92M	6.79K	+2.57%
Mar 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.46%	44.34K	2.44M	2.92K	+7.04%
Mar 31, 2025	CREATIVE PLANNING	27.26%	2.69M	148.37M	-28.78K	-1.06%
Mar 31, 2025	MCF ADVISORS LLC	0.06%	5.89K	324.12K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.26%	121.84K	6.71M	-4.13K	-3.28%
Mar 31, 2025	HUNTINGTON NATIONAL BANK	8.15%	790.27K	43.52M	6.87K	+0.88%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.48%	46.68K	2.57M	-2.15K	-4.40%
Mar 31, 2025	KEY FINANCIAL INC	3.14%	304.16K	16.75M	7.25K	+2.44%
Mar 31, 2025	BIP WEALTH, LLC	3.34%	324.09K	17.85M	3.72K	+1.16%
Mar 31, 2025	JPMORGAN CHASE & CO	3.71%	360.08K	19.83M	3.58K	+1.00%
Mar 31, 2025	MORGAN STANLEY	7.15%	692.9K	38.16M	65.37K	+10.42%
Mar 31, 2024	CREATIVE PLANNING	26.64%	2.78M	143.7M	-109.74K	-3.80%
Mar 31, 2024	SOA WEALTH ADVISORS, LLC.	0.03%	3.55K	183.51K	-2	-0.06%
Mar 31, 2024	EVERNEST FINANCIAL ADVISORS, LLC	0.9%	86.92K	4.34M	-5.98K	-6.44%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.29%	124.5K	6.44M	124.5K	+100.00%
Mar 31, 2024	LPL FINANCIAL LLC	1.51%	157.68K	8.15M	-40.94K	-20.61%
Mar 31, 2024		2.12%	204.65K	10.26M	204.65K	+100.00%
Mar 31, 2024	BIP WEALTH, LLC	2.33%	225.02K	11.64M	15.5K	+7.40%
Mar 31, 2024	KEY FINANCIAL INC	2.83%	273.41K	14.14M	2.9K	+1.07%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	8.39%	875.55K	45.28M	-697.24K	-44.33%
Mar 31, 2024	MORGAN STANLEY	4.8%	500.84K	25.9M	31.79K	+6.78%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	1.32%	127.45K	6.59M	45.39K	+55.31%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.81%	188.77K	9.76M	675	+0.36%
Mar 31, 2024	ROYAL BANK OF CANADA	2.6%	271.65K	14.05M	12.6K	+4.86%
Mar 31, 2024	EVANSON ASSET MANAGEMENT, LLC	0.12%	11.44K	591.69K	18	+0.16%
Mar 31, 2024	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.12%	11.86K	613.48K	54	+0.46%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.12%	11.93K	616.77K	0	0
Mar 31, 2024	HOWE & RUSLING INC	0.13%	12.89K	666.39K	-181	-1.39%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.15%	15.96K	825K	-60	-0.37%
Mar 31, 2024	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.62%	60.04K	3.1M	-2K	-3.23%
Mar 31, 2024	M&T BANK CORP	1.32%	127.65K	6.6M	12.89K	+11.23%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.35%	141.17K	7.3M	4.06K	+2.96%
Mar 31, 2024	AVIDIAN WEALTH SOLUTIONS, LLC	1.39%	134.34K	6.95M	-444	-0.33%
Mar 31, 2024	JPMORGAN CHASE & CO	3.57%	372.38K	19.26M	-67.06K	-15.26%
Mar 31, 2024	JFS WEALTH ADVISORS, LLC	0.07%	6.45K	333.35K	-158	-2.39%
Mar 31, 2024	MCF ADVISORS LLC	0.07%	6.46K	334.12M	6.46K	+100.00%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.08%	7.96K	411.43K	2.7K	+51.34%
Mar 31, 2024	MERIDIAN FINANCIAL PARTNERS LLC	0.09%	8.2K	406K	159	+1.98%
Mar 31, 2024	CETERA ADVISORS LLC	0.09%	8.36K	432.26K	8.36K	+100.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.09%	9.11K	471.21K	3.03K	+49.70%
Mar 31, 2024	COMERICA BANK	0.11%	11.09K	573.39K	0	0
Mar 31, 2024	BUCKINGHAM STRATEGIC PARTNERS	0.11%	10.42K	538.84K	3.42K	+48.84%
Mar 31, 2024	TRUE WEALTH DESIGN, LLC	0.12%	11.43K	591.2K	-70	-0.61%
Mar 31, 2024	ALTRIUS CAPITAL MANAGEMENT INC	0.17%	16.24K	839.81K	-570	-3.39%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	0.19%	18.06K	933.72K	-1.99K	-9.92%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.2%	19.07K	986.1K	5.08K	+36.34%
Mar 31, 2024	FLOW TRADERS U.S. LLC	0.26%	25.21K	1.3M	3.25K	+14.80%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.27%	27.8K	1.44M	-327.08K	-92.17%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.27%	28.51K	1.48M	28.51K	+100.00%
Mar 31, 2024	CITADEL ADVISORS LLC	0.3%	31.48K	1.63M	25.48K	+425.23%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.3%	31.53K	1.63M	-9.26K	-22.70%
Mar 31, 2024	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.33%	32.04K	1.66M	3.24K	+11.26%
Mar 31, 2024	WAVERLY ADVISORS, LLC	0.43%	41.16K	2.13M	41.16K	+100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	0.49%	51.11K	2.64M	-155.8K	-75.30%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.55%	53.19K	2.75M	-27.58K	-34.14%
Mar 31, 2024	UBS GROUP AG	0.55%	57.71K	2.98M	-4.11K	-6.64%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.57%	54.6K	2.82M	-7.5K	-12.08%
Mar 31, 2024	MARINER, LLC	0.63%	60.96K	3.15M	54.38K	+825.24%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.65%	62.29K	3.22M	7.89K	+14.51%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.65%	62.52K	3.23M	55.75K	+824.28%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.76%	78.96K	4.08M	10.29K	+14.98%
Mar 31, 2024	POWERS ADVISORY GROUP, LLC	0.86%	83.08K	4.3M	202	+0.24%
Mar 31, 2024	CASCADE FINANCIAL PARTNERS, LLC	2.12%	204.65K	10.26M	204.65K	+100.00%
Mar 31, 2024	BRIGHTON JONES LLC	0.04%	3.96K	204.7K	3.96K	+100.00%
Mar 31, 2024	HEROLD ADVISORS, INC.	0.04%	3.98K	205.87K	3.98K	+100.00%
Mar 31, 2024	WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	0.04%	4.36K	225.57K	0	0
Mar 31, 2024	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.04%	4.61K	235.1K	-364	-7.32%
Mar 31, 2024	GYL FINANCIAL SYNERGIES, LLC	0.05%	4.83K	249.62K	0	0
Mar 31, 2024	LANTZ FINANCIAL LLC	0.05%	5.09K	263.11K	-1.58K	-23.68%
Mar 31, 2024	PSI ADVISORS, LLC	0.05%	5.44K	281.37K	-1.07K	-16.45%
Mar 31, 2024	JNBA FINANCIAL ADVISORS	0.05%	5.5K	284.42K	-70	-1.26%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.05%	5.5K	284.62K	-758	-12.10%
Mar 31, 2024	FRAZIER FINANCIAL ADVISORS, LLC	0.06%	5.85K	302.52K	0	0
Mar 31, 2024	VANCE WEALTH, INC.	0.06%	6.15K	318.03K	0	0
Mar 31, 2024	PBMARES WEALTH MANAGEMENT LLC	0.06%	6.39K	330.3K	-37	-0.58%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.06%	6.46K	334.01K	-4.17K	-39.26%
Mar 31, 2024	NORTHERN TRUST CORP	0.06%	6.72K	347.3K	6.72K	+100.00%
Dec 31, 2023	POWERS ADVISORY GROUP, LLC	0.82%	82.87K	4.08M	2.4K	+2.98%
Dec 31, 2023	AVIDIAN WEALTH SOLUTIONS, LLC	1.33%	134.78K	6.64M	-10.41K	-7.17%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.35%	137.11K	6.75M	-5.43K	-3.81%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.85%	188.09K	9.26M	257	+0.14%
Dec 31, 2023	LPL FINANCIAL LLC	1.96%	198.62K	9.78M	46.83K	+30.86%
Dec 31, 2023	JANE STREET GROUP, LLC	2.04%	206.91K	10.19M	190.36K	+1,150.51%
Dec 31, 2023	BIP WEALTH, LLC	2.06%	209.53K	10.32M	9.52K	+4.76%
Dec 31, 2023	ROYAL BANK OF CANADA	2.55%	259.06K	12.76M	25.21K	+10.78%
Dec 31, 2023	KEY FINANCIAL INC	2.66%	270.51K	13.32M	8.02K	+3.06%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	3.5%	354.88K	17.48M	-26.34K	-6.91%
Dec 31, 2023	JPMORGAN CHASE & CO	4.33%	439.44K	21.65M	362.85K	+473.77%
Dec 31, 2023	MORGAN STANLEY	4.62%	469.05K	23.1M	7.17K	+1.55%
Dec 31, 2023	HUNTINGTON NATIONAL BANK	15.49%	1.57M	77.47M	-58.08K	-3.56%
Dec 31, 2023	CREATIVE PLANNING	28.46%	2.89M	142.28M	-45.34K	-1.55%
Dec 31, 2023	PSI ADVISORS, LLC	0.06%	6.51K	320.77K	105	+1.64%
Dec 31, 2023	MARINER, LLC	0.06%	6.59K	324.54K	6.59K	+100.00%
Dec 31, 2023	JFS WEALTH ADVISORS, LLC	0.07%	6.6K	325.3K	-86	-1.29%
Dec 31, 2023	LANTZ FINANCIAL LLC	0.07%	6.67K	328.4K	1.95K	+41.37%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.07%	6.76K	333.18K	102	+1.53%
Dec 31, 2023	IFG ADVISORY, LLC	0.07%	6.98K	343.72K	0	0
Dec 31, 2023	BUCKINGHAM STRATEGIC PARTNERS	0.07%	7K	344.86K	7K	+100.00%
Dec 31, 2023	MERIDIAN FINANCIAL PARTNERS LLC	0.08%	8.04K	388K	-249	-3.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.1%	10.63K	523.76K	-320	-2.92%
Dec 31, 2023	CORECAP ADVISORS, LLC	0.11%	11.05K	544.1K	-1.52K	-12.06%
Dec 31, 2023	COMERICA BANK	0.11%	11.09K	546.17K	-233	-2.06%
Dec 31, 2023	EVANSON ASSET MANAGEMENT, LLC	0.11%	11.42K	562.75K	18	+0.16%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.11%	11.48K	565.6K	-422	-3.55%
Dec 31, 2023	TRUE WEALTH DESIGN, LLC	0.11%	11.5K	566.56K	-131	-1.13%
Dec 31, 2023	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.12%	11.81K	581.67K	-112	-0.94%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.12%	11.93K	587.5K	0	0
Dec 31, 2023	HOWE & RUSLING INC	0.13%	13.07K	643.72K	-1.31K	-9.09%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.14%	13.99K	688.92K	13.99K	+100.00%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.16%	16.02K	791K	-78.89K	-83.12%
Dec 31, 2023	ALTRIUS CAPITAL MANAGEMENT INC	0.17%	16.81K	828.03K	-435	-2.52%
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	0.2%	20.04K	987.33K	3.35K	+20.05%
Dec 31, 2023	GOLDEN STATE EQUITY PARTNERS	0.21%	21.06K	1.04M	21.06K	+100.00%
Dec 31, 2023	M&T BANK CORP	1.13%	114.76K	5.65M	25.65K	+28.79%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.22%	21.93K	1.08M	14.35K	+189.20%
Dec 31, 2023	FLOW TRADERS U.S. LLC	0.22%	21.96K	1.08M	8.51K	+63.32%
Dec 31, 2023	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.28%	28.8K	1.42M	5.66K	+24.49%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.4%	40.79K	2.01M	-16.57K	-28.89%
Dec 31, 2023	STRATEGIQ FINANCIAL GROUP, LLC	0.43%	44.04K	2.17M	-1.42K	-3.12%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.54%	54.4K	2.68M	14.42K	+36.06%
Dec 31, 2023	BAYSTATE WEALTH MANAGEMENT LLC	0.6%	61.32K	3.02M	-2.94K	-4.57%
Dec 31, 2023	UBS GROUP AG	0.61%	61.82K	3.05M	2.56K	+4.33%
Dec 31, 2023	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.61%	62.04K	3.06M	8.58K	+16.05%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.61%	62.1K	3.06M	74	+0.12%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.68%	68.67K	3.38M	13.95K	+25.49%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.8%	80.77K	3.98M	-8.19K	-9.20%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.81%	82.06K	4.04M	-346	-0.42%

Frequently Asked Questions