CUSIP 97717W604
WISDOMTREE TR
333 institutions · $834.4M total · 25,436,453 shares · WT
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,694,764 | $90.1M | 10.59% | 2025-12-31 |
| 2 | BANK OF AMERICA CORP /DE/ | 1,694,181 | $56.7M | 6.66% | 2025-12-31 |
| 3 | LPL Financial LLC | 1,506,212 | $50.4M | 5.92% | 2025-12-31 |
| 4 | UBS Group AG | 1,486,622 | $49.7M | 5.84% | 2025-12-31 |
| 5 | Creative Planning | 1,326,941 | $44.4M | 5.21% | 2025-12-31 |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | 915,516 | $30.6M | 3.59% | 2025-12-31 |
| 7 | KEYBANK NATIONAL ASSOCIATION/OH | 711,178 | $23.8M | 2.79% | 2025-12-31 |
| 8 | HUNTINGTON NATIONAL BANK | 672,241 | $22.5M | 2.64% | 2025-12-31 |
| 9 | JONES FINANCIAL COMPANIES LLLP | 657,937 | $22.0M | 2.58% | 2025-12-31 |
| 10 | WELLS FARGO & COMPANY/MN | 562,408 | $18.8M | 2.21% | 2025-12-31 |
| 11 | M&T Bank Corp | 496,817 | $16.6M | 1.95% | 2025-12-31 |
| 12 | Royal Bank of Canada | 449,765 | $15.0M | 1.76% | 2025-12-31 |
| 13 | RAYMOND JAMES FINANCIAL INC | 446,703 | $14.9M | 1.75% | 2025-12-31 |
| 14 | AMERIPRISE FINANCIAL INC | 404,171 | $13.5M | 1.58% | 2025-12-31 |
| 15 | Valmark Advisers, Inc. | 333,141 | $11.1M | 1.30% | 2025-12-31 |
| 16 | Destination Wealth Management | 331,812 | $11.1M | 1.30% | 2025-12-31 |
| 17 | Cetera Investment Advisers | 319,248 | $10.7M | 1.25% | 2025-12-31 |
| 18 | Allen Investment Management, LLC | 293,475 | $9.8M | 1.15% | 2025-12-31 |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 245,104 | $8.2M | 0.96% | 2025-12-31 |
| 20 | Kestra Advisory Services, LLC | 235,073 | $7.9M | 0.92% | 2025-12-31 |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 234,098 | $7.8M | 0.92% | 2025-12-31 |
| 22 | BIP Wealth, LLC | 227,281 | $7.6M | 0.89% | 2025-12-31 |
| 23 | ASSETMARK, INC | 222,621 | $7.4M | 0.87% | 2025-12-31 |
| 24 | Bank of New York Mellon Corp | 207,622 | $6.9M | 0.81% | 2025-12-31 |
| 25 | HC Advisors, LLC | 204,939 | $6.9M | 0.80% | 2025-12-31 |
| 26 | H&H Retirement Design & Management INC | 188,048 | $6.8M | 0.73% | 2025-12-31 |
| 27 | Del-Sette Capital Management, LLC | 189,302 | $6.3M | 0.74% | 2025-12-31 |
| 28 | Curi Capital, LLC | 165,025 | $5.5M | 0.64% | 2025-12-31 |
| 29 | Prosperity Consulting Group, LLC | 164,684 | $5.5M | 0.64% | 2025-12-31 |
| 30 | Key Financial Inc | 161,793 | $5.4M | 0.63% | 2025-12-31 |
| 31 | Cascade Financial Partners, LLC | 161,532 | $5.4M | 0.63% | 2025-12-31 |
| 32 | Melone Private Wealth, LLC | 159,710 | $5.3M | 0.62% | 2025-12-31 |
| 33 | Lee-Kelleher Wealth Management | 153,825 | $5.1M | 0.60% | 2025-12-31 |
| 34 | Baird Financial Group, Inc. | 147,996 | $5.0M | 0.58% | 2025-12-31 |
| 35 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 142,680 | $4.9M | 0.56% | 2025-12-31 |
| 36 | Stonebridge Wealth Management, LLC | 146,631 | $4.9M | 0.57% | 2025-12-31 |
| 37 | Rockefeller Capital Management L.P. | 144,617 | $4.8M | 0.56% | 2025-12-31 |
| 38 | TWO SIGMA INVESTMENTS, LP | 133,100 | $4.5M | 0.52% | 2025-09-30 |
| 39 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 128,692 | $4.3M | 0.50% | 2025-12-31 |
| 40 | Parcion Private Wealth LLC | 128,500 | $4.3M | 0.50% | 2025-12-31 |
| 41 | STIFEL FINANCIAL CORP | 122,847 | $4.1M | 0.48% | 2025-12-31 |
| 42 | CROBAN | 121,964 | $4.1M | 0.47% | 2025-12-31 |
| 43 | Frazier Financial Advisors, LLC | 118,482 | $4.0M | 0.46% | 2025-12-31 |
| 44 | JPMORGAN CHASE & CO | 117,384 | $3.9M | 0.46% | 2025-12-31 |
| 45 | OSAIC HOLDINGS, INC. | 111,853 | $3.7M | 0.43% | 2025-12-31 |
| 46 | Wealthcare Advisory Partners LLC | 102,948 | $3.4M | 0.40% | 2025-12-31 |
| 47 | Evanson Asset Management, LLC | 98,046 | $3.3M | 0.38% | 2025-12-31 |
| 48 | HighTower Advisors, LLC | 93,939 | $3.1M | 0.36% | 2025-12-31 |
| 49 | Waverly Advisors, LLC | 89,075 | $3.0M | 0.35% | 2025-12-31 |
| 50 | AdvisorNet Financial, Inc | 82,183 | $2.7M | 0.32% | 2025-12-31 |
| 51 | TRUIST FINANCIAL CORP | 81,565 | $2.7M | 0.32% | 2025-12-31 |
| 52 | Focus Partners Wealth | 81,021 | $2.7M | 0.31% | 2025-12-31 |
| 53 | VAUGHAN & Co SECURITIES, INC. | 78,492 | $2.6M | 0.30% | 2025-12-31 |
| 54 | Steward Partners Investment Advisory, LLC | 75,318 | $2.5M | 0.29% | 2025-12-31 |
| 55 | Farmers National Bank | 74,337 | $2.5M | 0.29% | 2025-12-31 |
| 56 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 71,891 | $2.4M | 0.28% | 2025-12-31 |
| 57 | Corient Private Wealth LLC | 70,471 | $2.4M | 0.27% | 2025-12-31 |
| 58 | BEACON FINANCIAL GROUP | 68,235 | $2.3M | 0.26% | 2025-09-30 |
| 59 | Marathon Strategic Advisors, LLC | 66,599 | $2.2M | 0.26% | 2025-12-31 |
| 60 | STOCK YARDS BANK & TRUST CO | 64,988 | $2.2M | 0.25% | 2025-12-31 |
| 61 | &PARTNERS | 64,074 | $2.1M | 0.25% | 2025-12-31 |
| 62 | FOUNDERS GROVE WEALTH PARTNERS, LLC | 62,748 | $2.1M | 0.24% | 2025-12-31 |
| 63 | Cerity Partners LLC | 62,180 | $2.1M | 0.24% | 2025-12-31 |
| 64 | TopTier Wealth Management, LLC | 61,340 | $2.1M | 0.24% | 2025-12-31 |
| 65 | Merit Financial Group, LLC | 60,135 | $2.0M | 0.23% | 2025-12-31 |
| 66 | Glen Eagle Advisors, LLC | 58,589 | $2.0M | 0.23% | 2025-12-31 |
| 67 | 180 WEALTH ADVISORS, LLC | 58,099 | $1.9M | 0.22% | 2025-12-31 |
| 68 | CAHILL FINANCIAL ADVISORS INC | 57,995 | $1.9M | 0.22% | 2025-12-31 |
| 69 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 57,734 | $1.9M | 0.22% | 2025-12-31 |
| 70 | Midwest Trust Co | 57,520 | $1.9M | 0.22% | 2025-12-31 |
| 71 | MML INVESTORS SERVICES, LLC | 56,583 | $1.9M | 0.22% | 2025-12-31 |
| 72 | Modera Wealth Management, LLC | 54,737 | $1.8M | 0.21% | 2025-12-31 |
| 73 | Salomon & Ludwin, LLC | 53,578 | $1.8M | 0.21% | 2025-12-31 |
| 74 | JNBA Financial Advisors | 52,778 | $1.8M | 0.20% | 2025-12-31 |
| 75 | Ascent Group, LLC | 50,847 | $1.7M | 0.19% | 2025-12-31 |
| 76 | Investment Research Partners LLC | 50,600 | $1.7M | 0.19% | 2025-12-31 |
| 77 | FFG RETIREMENT ADVISORS LLC | 49,719 | $1.7M | 0.19% | 2025-12-31 |
| 78 | FINANCIAL ADVISORY PARTNERS, LLC | 49,605 | $1.7M | 0.19% | 2025-12-31 |
| 79 | Powers Advisory Group, LLC | 49,056 | $1.6M | 0.19% | 2025-12-31 |
| 80 | GOLDMAN SACHS GROUP INC | 44,399 | $1.5M | 0.17% | 2025-12-31 |
| 81 | Apollon Wealth Management, LLC | 43,325 | $1.4M | 0.17% | 2025-12-31 |
| 82 | Old North State Wealth Management, LLC | 41,207 | $1.4M | 0.16% | 2025-12-31 |
| 83 | INVESTED ADVISORS | 41,008 | $1.4M | 0.16% | 2025-12-31 |
| 84 | Platform Technology Partners | 39,781 | $1.3M | 0.15% | 2025-12-31 |
| 85 | IAG Wealth Partners, LLC | 39,777 | $1.3M | 0.15% | 2025-12-31 |
| 86 | INSPIRION WEALTH ADVISORS, LLC | 38,805 | $1.3M | 0.15% | 2025-12-31 |
| 87 | NewEdge Advisors, LLC | 38,328 | $1.3M | 0.15% | 2025-12-31 |
| 88 | WESBANCO BANK INC | 36,639 | $1.2M | 0.14% | 2025-12-31 |
| 89 | Waterfront Wealth Inc. | 34,180 | $1.2M | 0.13% | 2025-12-31 |
| 90 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 36,235 | $1.2M | 0.14% | 2025-12-31 |
| 91 | MONETA GROUP INVESTMENT ADVISORS LLC | 35,799 | $1.2M | 0.14% | 2025-12-31 |
| 92 | Independence Bank of Kentucky | 35,776 | $1.2M | 0.14% | 2025-12-31 |
| 93 | Total Clarity Wealth Management, Inc. | 34,846 | $1.2M | 0.13% | 2025-12-31 |
| 94 | OPPENHEIMER & CO INC | 34,744 | $1.2M | 0.13% | 2025-12-31 |
| 95 | SC&H Financial Advisors, Inc. | 34,675 | $1.2M | 0.13% | 2025-12-31 |
| 96 | HARBOR INVESTMENT ADVISORY, LLC | 34,088 | $1.1M | 0.13% | 2025-12-31 |
| 97 | CITADEL ADVISORS LLC | 33,356 | $1.1M | 0.13% | 2025-12-31 |
| 98 | Wealthcare Capital Partners, LLC | 32,365 | $1.1M | 0.12% | 2025-12-31 |
| 99 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 31,796 | $1.1M | 0.12% | 2025-12-31 |
| 100 | PRINCIPAL SECURITIES, INC. | 31,642 | $1.1M | 0.12% | 2025-12-31 |
| 101 | HBK Sorce Advisory LLC | 26,966 | $1.0M | 0.10% | 2025-12-31 |
| 102 | World Investment Advisors | 30,668 | $1.0M | 0.12% | 2025-12-31 |
| 103 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28,557 | $955.2K | 0.11% | 2025-12-31 |
| 104 | WealthShield Partners, LLC | 28,373 | $949.1K | 0.11% | 2025-12-31 |
| 105 | Paragon Private Wealth Management, LLC | 28,314 | $947.1K | 0.11% | 2025-12-31 |
| 106 | IFG Advisory, LLC | 28,155 | $941.8K | 0.11% | 2025-12-31 |
| 107 | COWA, LLC | 28,098 | $939.9K | 0.11% | 2025-12-31 |
| 108 | Private Advisor Group, LLC | 27,794 | $929.7K | 0.10% | 2025-12-31 |
| 109 | Connecticut Wealth Management, LLC | 27,545 | $921.4K | 0.10% | 2025-12-31 |
| 110 | Advisory Services Network, LLC | 26,672 | $892.2K | 0.10% | 2025-12-31 |
| 111 | SPINNAKER TRUST | 26,411 | $883.4K | 0.10% | 2025-12-31 |
| 112 | PETRA FINANCIAL ADVISORS INC | 26,276 | $878.9K | 0.10% | 2025-12-31 |
| 113 | Montecito Bank & Trust | 26,050 | $871.4K | 0.10% | 2025-12-31 |
| 114 | Apella Capital, LLC | 25,742 | $861.1K | 0.10% | 2025-12-31 |
| 115 | NBT BANK N A /NY | 67 | $860.2K | 0.00% | 2025-12-31 |
| 116 | SMITH, MOORE & CO. | 25,610 | $856.6K | 0.10% | 2025-12-31 |
| 117 | BOKF, NA | 25,546 | $854.5K | 0.10% | 2025-12-31 |
| 118 | Kondo Wealth Advisors, Inc. | 23,894 | $799.4K | 0.09% | 2025-12-31 |
| 119 | HENGEHOLD CAPITAL MANAGEMENT LLC | 23,817 | $796.7K | 0.09% | 2025-12-31 |
| 120 | BOK Financial Private Wealth, Inc. | 23,659 | $791.4K | 0.09% | 2025-12-31 |
| 121 | Pasadena Private Wealth, LLC | 23,126 | $773.6K | 0.09% | 2025-12-31 |
| 122 | Mariner, LLC | 23,062 | $771.4K | 0.09% | 2025-12-31 |
| 123 | Clearwater Capital Advisors, LLC | 23,002 | $769.4K | 0.09% | 2025-12-31 |
| 124 | IFP Advisors, Inc | 22,461 | $756.5K | 0.08% | 2025-12-31 |
| 125 | MATHER GROUP, LLC. | 22,305 | $746.1K | 0.08% | 2025-12-31 |
| 126 | Farther Finance Advisors, LLC | 22,110 | $739.6K | 0.08% | 2025-12-31 |
| 127 | IHT Wealth Management, LLC | 21,494 | $719.0K | 0.08% | 2025-12-31 |
| 128 | Sharper & Granite LLC | 21,460 | $717.8K | 0.08% | 2025-12-31 |
| 129 | Clearstead Advisors, LLC | 21,242 | $710.6K | 0.08% | 2025-12-31 |
| 130 | Orion Porfolio Solutions, LLC | 20,736 | $693.6K | 0.08% | 2025-12-31 |
| 131 | NewSquare Capital LLC | 20,718 | $693.0K | 0.08% | 2025-12-31 |
| 132 | BROWN ADVISORY INC | 20,261 | $677.7K | 0.07% | 2025-12-31 |
| 133 | Aptus Capital Advisors, LLC | 20,168 | $674.6K | 0.07% | 2025-12-31 |
| 134 | Miracle Mile Advisors, LLC | 19,634 | $656.8K | 0.07% | 2025-12-31 |
| 135 | GREAT VALLEY ADVISOR GROUP, INC. | 19,359 | $647.9K | 0.07% | 2025-12-31 |
| 136 | Investment Partners Asset Management, Inc. | 19,354 | $647.4K | 0.07% | 2025-12-31 |
| 137 | Beacon Pointe Advisors, LLC | 18,843 | $630.3K | 0.07% | 2025-12-31 |
| 138 | Focus Partners Advisor Solutions, LLC | 18,466 | $617.7K | 0.07% | 2025-12-31 |
| 139 | Gladstone Institutional Advisory LLC | 18,227 | $609.7K | 0.07% | 2025-12-31 |
| 140 | FMR LLC | 17,922 | $599.5K | 0.07% | 2025-12-31 |
| 141 | INTEGRITY ALLIANCE, LLC. | 17,866 | $597.6K | 0.07% | 2025-12-31 |
| 142 | SouthState Corp | 17,532 | $586.4K | 0.06% | 2025-12-31 |
| 143 | Insight Advisors, LLC/ PA | 17,275 | $577.8K | 0.06% | 2025-12-31 |
| 144 | Seek First Inc. | 17,149 | $573.6K | 0.06% | 2025-12-31 |
| 145 | Sanctuary Advisors, LLC | 17,939 | $573.3K | 0.07% | 2025-12-31 |
| 146 | Csenge Advisory Group | 16,587 | $554.8K | 0.06% | 2025-12-31 |
| 147 | Empirical Asset Management, LLC | 16,115 | $539.0K | 0.06% | 2025-12-31 |
| 148 | Collar Capital Management, LLC | 15,738 | $526.4K | 0.06% | 2025-12-31 |
| 149 | AQR CAPITAL MANAGEMENT LLC | 15,284 | $511.3K | 0.06% | 2025-12-31 |
| 150 | AssuredPartners Investment Advisors, LLC | 15,231 | $509.5K | 0.05% | 2025-12-31 |
| 151 | CAPTRUST FINANCIAL ADVISORS | 15,219 | $509.1K | 0.05% | 2025-12-31 |
| 152 | UHLMANN PRICE SECURITIES, LLC | 15,126 | $506.0K | 0.05% | 2025-12-31 |
| 153 | Atria Investments, Inc | 15,020 | $502.4K | 0.05% | 2025-12-31 |
| 154 | MARINO, STRAM & ASSOCIATES LLC | 14,951 | $500.1K | 0.05% | 2025-12-31 |
| 155 | United Advisor Group, LLC | 14,856 | $496.9K | 0.05% | 2025-12-31 |
| 156 | Chicago Partners Investment Group LLC | 13,970 | $496.8K | 0.05% | 2025-12-31 |
| 157 | FOUNDERS FINANCIAL SECURITIES LLC | 14,850 | $496.7K | 0.05% | 2025-12-31 |
| 158 | Sunbelt Securities, Inc. | 14,629 | $489.3K | 0.05% | 2025-12-31 |
| 159 | Savant Capital, LLC | 14,598 | $488.3K | 0.05% | 2025-12-31 |
| 160 | Abundance Wealth Counselors | 14,552 | $486.8K | 0.05% | 2025-12-31 |
| 161 | Round Rock Advisors, LLC | 14,374 | $480.8K | 0.05% | 2025-12-31 |
| 162 | EP Wealth Advisors, LLC | 14,371 | $480.7K | 0.05% | 2025-12-31 |
| 163 | Sigma Planning Corp | 14,073 | $470.7K | 0.05% | 2025-12-31 |
| 164 | Equitable Holdings, Inc. | 13,889 | $464.6K | 0.05% | 2025-12-31 |
| 165 | Integrated Advisors Network LLC | 13,450 | $449.9K | 0.05% | 2025-12-31 |
| 166 | Infinity Wealth Counsel, LLC | 13,290 | $444.6K | 0.05% | 2025-12-31 |
| 167 | McNamara Financial Services, Inc. | 13,180 | $440.9K | 0.05% | 2025-12-31 |
| 168 | Focus Financial Network, Inc. | 13,092 | $437.9K | 0.05% | 2025-12-31 |
| 169 | Arax Advisory Partners | 13,070 | $437.2K | 0.05% | 2025-12-31 |
| 170 | COMERICA BANK | 12,493 | $417.9K | 0.04% | 2025-12-31 |
| 171 | PINNACLE ASSOCIATES LTD | 12,335 | $412.6K | 0.04% | 2025-12-31 |
| 172 | Diversified Enterprises, LLC | 12,076 | $403.9K | 0.04% | 2025-12-31 |
| 173 | Three Magnolias Financial Advisors, LLC | 12,039 | $402.7K | 0.04% | 2025-12-31 |
| 174 | JT Stratford LLC | 12,017 | $402.0K | 0.04% | 2025-12-31 |
| 175 | Prepared Retirement Institute LLC | 11,872 | $397.1K | 0.04% | 2025-12-31 |
| 176 | INTEGRAL INVESTMENT ADVISORS, INC. | 11,580 | $387.4K | 0.04% | 2025-12-31 |
| 177 | HANCOCK WHITNEY CORP | 11,231 | $375.7K | 0.04% | 2025-12-31 |
| 178 | Founders Financial Alliance, LLC | 11,147 | $372.9K | 0.04% | 2025-12-31 |
| 179 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11,085 | $370.8K | 0.04% | 2025-12-31 |
| 180 | New Hampshire Trust | 11,081 | $370.7K | 0.04% | 2025-12-31 |
| 181 | LOM Asset Management Ltd | 11,000 | $367.9K | 0.04% | 2025-12-31 |
| 182 | Anson Capital, Inc. | 10,998 | $367.9K | 0.04% | 2025-12-31 |
| 183 | BlueStem Wealth Partners, LLC | 10,725 | $358.8K | 0.04% | 2025-12-31 |
| 184 | Sterling Investment Counsel, LLC | 10,398 | $357.2K | 0.04% | 2025-12-31 |
| 185 | Navis Wealth Advisors, LLC | 10,618 | $355.2K | 0.04% | 2025-12-31 |
| 186 | Verdence Capital Advisors LLC | 10,556 | $353.1K | 0.04% | 2025-12-31 |
| 187 | BANK OF MONTREAL /CAN/ | 10,529 | $352.2K | 0.04% | 2025-12-31 |
| 188 | First National Trust Co | 10,520 | $351.9K | 0.04% | 2025-12-31 |
| 189 | Ameritas Advisory Services, LLC | 10,238 | $342.5K | 0.04% | 2025-12-31 |
| 190 | BRADY FAMILY WEALTH, LLC | 10,174 | $340.3K | 0.03% | 2025-12-31 |
| 191 | VICUS CAPITAL | 10,161 | $339.9K | 0.03% | 2025-12-31 |
| 192 | ROBINSON SMITH WEALTH ADVISORS LLC | 10,110 | $338.2K | 0.03% | 2025-12-31 |
| 193 | Collaborative Wealth Managment Inc. | 10,102 | $337.9K | 0.03% | 2025-12-31 |
| 194 | PFG Investments, LLC | 9,966 | $333.3K | 0.03% | 2025-12-31 |
| 195 | Gallagher Fiduciary Advisors, LLC | 9,956 | $333.0K | 0.03% | 2025-12-31 |
| 196 | Cherry Tree Wealth Management, LLC | 9,829 | $328.8K | 0.03% | 2025-12-31 |
| 197 | EXENCIAL WEALTH ADVISORS, LLC | 9,688 | $324.1K | 0.03% | 2025-12-31 |
| 198 | Dakota Wealth Management | 9,593 | $320.9K | 0.03% | 2025-12-31 |
| 199 | INVENIO WEALTH PARTNERS LLC | 9,394 | $314.2K | 0.03% | 2025-12-31 |
| 200 | Ally Invest Advisors Inc. | 9,378 | $313.7K | 0.03% | 2025-12-31 |
| 201 | Dynamic Advisor Solutions LLC | 9,213 | $308.2K | 0.03% | 2025-12-31 |
| 202 | PACIFIC SUN FINANCIAL CORP | 9,070 | $303.4K | 0.03% | 2025-12-31 |
| 203 | VestGen Advisors, LLC | 8,964 | $299.8K | 0.03% | 2025-12-31 |
| 204 | New Insight Wealth Advisors | 8,898 | $297.6K | 0.03% | 2025-12-31 |
| 205 | Pinnacle Wealth Management Advisory Group, LLC | 8,860 | $296.4K | 0.03% | 2025-12-31 |
| 206 | TRUSTMARK BANK TRUST DEPARTMENT | 8,771 | $293.4K | 0.03% | 2025-12-31 |
| 207 | MAI Capital Management | 8,488 | $283.9K | 0.03% | 2025-12-31 |
| 208 | SILVER OAK SECURITIES, INCORPORATED | 8,108 | $273.2K | 0.03% | 2025-12-31 |
| 209 | MOLLER WEALTH PARTNERS | 8,105 | $271.1K | 0.03% | 2025-12-31 |
| 210 | PLIMOTH TRUST CO LLC | 8,050 | $269.3K | 0.03% | 2025-12-31 |
| 211 | HARBOUR INVESTMENTS, INC. | 7,972 | $266.7K | 0.03% | 2025-12-31 |
| 212 | NBC SECURITIES, INC. | 7,968 | $266.5K | 0.03% | 2025-12-31 |
| 213 | Wick Capital Partners, LLC | 6,906 | $263.9K | 0.02% | 2025-12-31 |
| 214 | Berger Financial Group, Inc | 7,874 | $263.4K | 0.03% | 2025-12-31 |
| 215 | VANCE WEALTH, LLC | 7,728 | $258.5K | 0.03% | 2025-12-31 |
| 216 | Invesco Ltd. | 7,483 | $250.3K | 0.02% | 2025-12-31 |
| 217 | Trilogy Capital Inc. | 7,476 | $250.1K | 0.02% | 2025-12-31 |
| 218 | Pinnacle Financial Group, LLC / IL | 7,333 | $245.3K | 0.02% | 2025-12-31 |
| 219 | TigerOak Management, L.L.C. | 7,324 | $245.0K | 0.02% | 2025-12-31 |
| 220 | MIDLAND WEALTH ADVISORS LLC | 7,099 | $237.5K | 0.02% | 2025-12-31 |
| 221 | Lido Advisors, LLC | 7,011 | $236.0K | 0.02% | 2025-12-31 |
| 222 | MERIDIAN INVESTMENT COUNSEL INC. | 7,000 | $234.2K | 0.02% | 2025-12-31 |
| 223 | Allworth Financial LP | 6,871 | $231.4K | 0.02% | 2025-12-31 |
| 224 | J.W. COLE ADVISORS, INC. | 8,163 | $225.7K | 0.03% | 2025-12-31 |
| 225 | Rockingstone Advisors LLC | 6,565 | $219.6K | 0.02% | 2025-12-31 |
| 226 | CIBC Private Wealth Group LLC | 6,485 | $216.9K | 0.02% | 2025-12-31 |
| 227 | Global Retirement Partners, LLC | 6,422 | $214.8K | 0.02% | 2025-12-31 |
| 228 | MCF Advisors LLC | 6,353 | $212.5K | 0.02% | 2025-12-31 |
| 229 | Wrenne Financial Planning LLC | 6,346 | $212.3K | 0.02% | 2025-12-31 |
| 230 | Axis Wealth Partners, LLC | 6,290 | $210.4K | 0.02% | 2025-12-31 |
| 231 | Fiduciary Group, LLC | 6,240 | $208.7K | 0.02% | 2025-12-31 |
| 232 | Clark Asset Management, LLC | 6,183 | $206.8K | 0.02% | 2025-12-31 |
| 233 | Ashton Thomas Private Wealth, LLC | 6,159 | $206.0K | 0.02% | 2025-12-31 |
| 234 | CAPE ANN SAVINGS BANK | 6,114 | $204.5K | 0.02% | 2025-12-31 |
| 235 | Madrona Financial Services, LLC | 6,113 | $204.5K | 0.02% | 2025-12-31 |
| 236 | Hilltop Partners LLC | 6,024 | $201.5K | 0.02% | 2025-12-31 |
| 237 | Arkadios Wealth Advisors | 5,514 | $184.4K | 0.02% | 2025-12-31 |
| 238 | Caldwell Trust Co | 5,480 | $183.3K | 0.02% | 2025-12-31 |
| 239 | Geneos Wealth Management Inc. | 5,471 | $183.0K | 0.02% | 2025-12-31 |
| 240 | Ritter Daniher Financial Advisory LLC / DE | 5,170 | $172.9K | 0.02% | 2025-12-31 |
| 241 | Wealth Enhancement Trust Services, Inc. | 5,052 | $169.0K | 0.01% | 2025-12-31 |
| 242 | EVOLUTION WEALTH MANAGEMENT INC. | 4,752 | $160.0K | 0.01% | 2025-12-31 |
| 243 | SageView Advisory Group, LLC | 4,264 | $142.6K | 0.01% | 2025-12-31 |
| 244 | AE Wealth Management LLC | 3,587 | $120.0K | 0.01% | 2025-12-31 |
| 245 | Colonial Trust Co / SC | 3,242 | $109.3K | 0.01% | 2025-12-31 |
| 246 | Moisand Fitzgerald Tamayo, LLC | 3,249 | $108.7K | 0.01% | 2025-12-31 |
| 247 | Viewpoint Capital Management LLC | 2,856 | $95.5K | 0.01% | 2025-12-31 |
| 248 | CoreCap Advisors, LLC | 2,632 | $88.0K | 0.01% | 2025-12-31 |
| 249 | US BANCORP \DE\ | 2,574 | $86.1K | 0.01% | 2025-12-31 |
| 250 | PNC Financial Services Group, Inc. | 2,560 | $85.6K | 0.01% | 2025-12-31 |
| 251 | DHJJ Financial Advisors, Ltd. | 2,317 | $77.5K | 0.00% | 2025-12-31 |
| 252 | Capital Investment Advisory Services, LLC | 2,190 | $73.3K | 0.00% | 2025-12-31 |
| 253 | WEBSTER BANK, N. A. | 2,070 | $69.2K | 0.00% | 2025-12-31 |
| 254 | Versant Capital Management, Inc | 1,944 | $65.0K | 0.00% | 2025-12-31 |
| 255 | Heritage Wealth Advisors | 1,769 | $59.2K | 0.00% | 2025-12-31 |
| 256 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 1,702 | $56.9K | 0.00% | 2025-12-31 |
| 257 | FLAGSHIP HARBOR ADVISORS, LLC | 1,649 | $55.2K | 0.00% | 2025-12-31 |
| 258 | EVERMAY WEALTH MANAGEMENT LLC | 1,597 | $53.4K | 0.00% | 2025-12-31 |
| 259 | TRUST CO OF VERMONT | 1,580 | $52.9K | 0.00% | 2025-12-31 |
| 260 | BlackRock, Inc. | 1,567 | $52.4K | 0.00% | 2025-12-31 |
| 261 | Fairman Group, LLC | 1,518 | $50.8K | 0.00% | 2025-12-31 |
| 262 | SBI Securities Co., Ltd. | 1,425 | $47.7K | 0.00% | 2025-12-31 |
| 263 | C M BIDWELL & ASSOCIATES LTD | 1,278 | $42.7K | 0.00% | 2025-12-31 |
| 264 | Aspect Partners, LLC | 1,250 | $41.8K | 0.00% | 2025-12-31 |
| 265 | ORG Partners LLC | 1,175 | $39.3K | 0.00% | 2025-12-31 |
| 266 | Align Financial, LLC | 38,913 | $38.9K | 0.15% | 2025-12-31 |
| 267 | Asset Planning,Inc | 1,050 | $35.1K | 0.00% | 2025-12-31 |
| 268 | BLAIR WILLIAM & CO/IL | 1,034 | $34.6K | 0.00% | 2025-12-31 |
| 269 | Kennebec Savings Bank | 1,030 | $34.5K | 0.00% | 2025-12-31 |
| 270 | Steigerwald, Gordon & Koch Inc. | 1,000 | $33.5K | 0.00% | 2025-12-31 |
| 271 | Missouri Trust & Investment Co | 975 | $32.6K | 0.00% | 2025-12-31 |
| 272 | Kohmann Bosshard Financial Services, LLC | 953 | $31.9K | 0.00% | 2025-12-31 |
| 273 | SFAM, LLC | 934 | $31.3K | 0.00% | 2025-12-31 |
| 274 | CBIZ Investment Advisory Services, LLC | 891 | $29.8K | 0.00% | 2025-12-31 |
| 275 | Rossby Financial, LCC | 834 | $27.9K | 0.00% | 2025-12-31 |
| 276 | Holos Integrated Wealth LLC | 810 | $27.2K | 0.00% | 2025-12-31 |
| 277 | Pinnacle Bancorp, Inc. | 735 | $24.6K | 0.00% | 2025-12-31 |
| 278 | United Community Bank | 662 | $22.1K | 0.00% | 2025-12-31 |
| 279 | Larson Financial Group LLC | 573 | $19.2K | 0.00% | 2025-12-31 |
| 280 | Asset Dedication, LLC | 561 | $18.8K | 0.00% | 2025-12-31 |
| 281 | Harbor Asset Planning, Inc. | 548 | $18.3K | 0.00% | 2025-12-31 |
| 282 | AlphaCore Capital LLC | 525 | $17.6K | 0.00% | 2025-12-31 |
| 283 | Sound Income Strategies, LLC | 480 | $17.1K | 0.00% | 2025-12-31 |
| 284 | Spire Wealth Management | 500 | $16.7K | 0.00% | 2025-12-31 |
| 285 | Garton & Associates Financial Advisors LLC | 468 | $15.7K | 0.00% | 2025-12-31 |
| 286 | North Star Investment Management Corp. | 460 | $15.4K | 0.00% | 2025-12-31 |
| 287 | Cornerstone Planning Group LLC | 404 | $14.2K | 0.00% | 2025-12-31 |
| 288 | Triumph Capital Management | 369 | $12.3K | 0.00% | 2025-12-31 |
| 289 | SOUTH PLAINS FINANCIAL, INC. | 339 | $11.3K | 0.00% | 2025-12-31 |
| 290 | Piscataqua Savings Bank | 258 | $8.6K | 0.00% | 2025-12-31 |
| 291 | HOLLENCREST CAPITAL MANAGEMENT | 254 | $8.5K | 0.00% | 2025-12-31 |
| 292 | Eukles Asset Management | 234 | $7.8K | 0.00% | 2025-12-31 |
| 293 | Strive Financial Group ,LLC | 220 | $7.4K | 0.00% | 2025-12-31 |
| 294 | GLENMEDE TRUST CO NA | 210 | $7.0K | 0.00% | 2025-12-31 |
| 295 | SIGNATUREFD, LLC | 200 | $6.7K | 0.00% | 2025-12-31 |
| 296 | Russell Investments Group, Ltd. | 182 | $6.1K | 0.00% | 2025-12-31 |
| 297 | Dunhill Financial, LLC | 158 | $5.3K | 0.00% | 2025-12-31 |
| 298 | ROTHSCHILD INVESTMENT LLC | 152 | $5.1K | 0.00% | 2025-12-31 |
| 299 | Inlight Wealth Management, LLC | 150 | $5.0K | 0.00% | 2025-12-31 |
| 300 | CREATIVE FINANCIAL DESIGNS INC /ADV | 145 | $4.8K | 0.00% | 2025-12-31 |
| 301 | JFS WEALTH ADVISORS, LLC | 134 | $4.5K | 0.00% | 2025-12-31 |
| 302 | Janney Montgomery Scott LLC | 127,807 | $4.3K | 0.50% | 2025-12-31 |
| 303 | Beaird Harris Wealth Management, LLC | 107 | $3.6K | 0.00% | 2025-12-31 |
| 304 | MCGUIRE CAPITAL ADVISORS INC | 105 | $3.5K | 0.00% | 2025-12-31 |
| 305 | REAP Financial Group, LLC | 103 | $3.4K | 0.00% | 2025-12-31 |
| 306 | GHP Investment Advisors, Inc. | 100 | $3.3K | 0.00% | 2025-12-31 |
| 307 | GPS Wealth Strategies Group, LLC | 93 | $3.1K | 0.00% | 2025-12-31 |
| 308 | Thrivent Financial for Lutherans | 77,689 | $2.6K | 0.30% | 2025-12-31 |
| 309 | Aspen Investment Management Inc | 57,925 | $1.9K | 0.22% | 2025-12-31 |
| 310 | Cambridge Investment Research Advisors, Inc. | 51,824 | $1.7K | 0.20% | 2025-12-31 |
| 311 | Smartleaf Asset Management LLC | 51 | $1.7K | 0.00% | 2025-12-31 |
| 312 | Capital Analysts, LLC | 50,076 | $1.7K | 0.19% | 2025-12-31 |
| 313 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 44 | $1.5K | 0.00% | 2025-12-31 |
| 314 | Kozak & Associates, Inc. | 41 | $1.4K | 0.00% | 2025-12-31 |
| 315 | F&V Capital Management, LLC | 38,395 | $1.3K | 0.15% | 2025-12-31 |
| 316 | IMG Wealth Management, Inc. | 31 | $1.0K | 0.00% | 2025-12-31 |
| 317 | NATIXIS ADVISORS, LLC | 24,409 | $816 | 0.09% | 2025-12-31 |
| 318 | Clearstead Trust, LLC | 21 | $702 | 0.00% | 2025-12-31 |
| 319 | Columbia River Financial Group, LLC | 20,187 | $675 | 0.07% | 2025-12-31 |
| 320 | BROWN BROTHERS HARRIMAN & CO | 20 | $669 | 0.00% | 2025-12-31 |
| 321 | REDMONT WEALTH ADVISORS LLC | 17 | $569 | 0.00% | 2025-12-31 |
| 322 | M Holdings Securities, Inc. | 14,746 | $493 | 0.05% | 2025-12-31 |
| 323 | Arkos Global Advisors | 13,957 | $467 | 0.05% | 2025-12-31 |
| 324 | CWM, LLC | 13,597 | $455 | 0.05% | 2025-12-31 |
| 325 | EXCHANGE TRADED CONCEPTS, LLC | 12 | $401 | 0.00% | 2025-12-31 |
| 326 | Tower Research Capital LLC (TRC) | 11 | $368 | 0.00% | 2025-12-31 |
| 327 | PARK AVENUE SECURITIES LLC | 8,720 | $292 | 0.03% | 2025-12-31 |
| 328 | CX Institutional | 7,904 | $264 | 0.03% | 2025-12-31 |
| 329 | HAZLETT, BURT & WATSON, INC. | 2,038 | $68 | 0.00% | 2025-12-31 |
| 330 | SIMPLEX TRADING, LLC | 1 | $33 | 0.00% | 2025-12-31 |
| 331 | BESSEMER GROUP INC | 468 | $16 | 0.00% | 2025-12-31 |
| 332 | IFC & Insurance Marketing, Inc. | 300 | $10 | 0.00% | 2025-12-31 |
| 333 | Capital Advisors, Ltd. LLC | 186 | $6 | 0.00% | 2025-12-31 |