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Wisdomtree US Total Dividend (DTD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,127,674 from 917,128
Change+210,546 (+23%)
Value$105.3M (+$19.8M)
Filed 2026-11-06
626 Financial, LLC
INCREASED
Shares307,016 from 305,791
Change+1,225 (+0%)
Value$28.7M (+$167.5K)
Filed 2026-11-04
Connecticut Wealth Management, LLC
DECREASED
Shares266,052 from 266,740
Change-688 (0%)
Value$24.9M (-$18.1K)
Filed 2026-10-13
Pinnacle Financial Group, LLC / IL
DECREASED
Shares236,622 from 240,721
Change-4,099 (-2%)
Value$22.1M (-$341.3K)
Filed 2026-10-29
Kestra Advisory Services, LLC
DECREASED
Shares200,730 from 202,645
Change-1,915 (-1%)
Value$18.8M (-$143.9K)
Filed 2026-11-02
HighTower Advisors, LLC
INCREASED
Shares181,277 from 162,333
Change+18,944 (+12%)
Value$16.9M (+$1.8M)
Filed 2026-11-10
Retirement Planning Group, LLC
DECREASED
Shares170,364 from 201,901
Change-31,537 (-16%)
Value$15.9M (-$2.9M)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares100,742 from 106,942
Change-6,200 (-6%)
Value$9.4K (-$10.0M)
Filed 2026-11-02
Melone Private Wealth, LLC
INCREASED
Shares86,070 from 83,013
Change+3,057 (+4%)
Value$8.0M (+$300.0K)
Filed 2026-10-16
FFG Retirement Advisors LLC
DECREASED
Shares59,686 from 59,772
Change-86 (0%)
Value$5.6M (+$2.4K)
Filed 2026-10-20
Envision Financial LLC
DECREASED
Shares41,922 from 44,109
Change-2,187 (-5%)
Value$3.9M (-$196.6K)
Filed 2026-10-15
Bank of New York Mellon Corp
DECREASED
Shares38,910 from 46,756
Change-7,846 (-17%)
Value$3.6M (-$724.9K)
Filed 2026-11-05
Merit Financial Group, LLC
DECREASED
Shares37,453 from 37,523
Change-70 (0%)
Value$3.5M (-$63)
Filed 2026-11-06
Creative Planning
DECREASED
Shares33,820 from 34,420
Change-600 (-2%)
Value$3.2M (-$50.1K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares31,833 from 30,363
Change+1,470 (+5%)
Value$3.0M (+$142.6K)
Filed 2026-11-02
Certified Advisory Corp
DECREASED
Shares31,735 from 31,918
Change-183 (-1%)
Value$3.0M (-$11.6K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
NEW
Shares26,073
Change+26,073
Value$2.4M
Filed 2026-10-16
Verus Capital Partners, LLC
INCREASED
Shares19,358 from 19,320
Change+38 (+0%)
Value$1.8M (+$6.9K)
Filed 2026-11-03
Sonata Capital Group Inc
UNCHANGED
Shares19,049 from 19,049
Change0 (0%)
Value$1.8M (+$3.3K)
Filed 2026-10-19
Cherrydale Wealth Management, LLC
INCREASED
Shares18,875 from 18,789
Change+86 (+0%)
Value$1.8M (+$11.3K)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares18,488 from 12,762
Change+5,726 (+45%)
Value$1.7K (-$1.2M)
Filed 2026-10-26
Clearwater Capital Advisors, LLC
UNCHANGED
Shares18,119 from 18,119
Change0 (0%)
Value$1.7M (+$3.1K)
Filed 2026-11-06
Key FInancial Inc
DECREASED
Shares17,062 from 17,587
Change-525 (-3%)
Value$1.6M (-$46.0K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares16,281 from 15,834
Change+447 (+3%)
Value$1.5M (+$45.6K)
Filed 2026-10-13
HB Wealth Management, LLC
UNCHANGED
Shares14,490 from 14,490
Change0 (0%)
Value$1.4M (+$2.5K)
Filed 2026-10-23
Sharper & Granite LLC
UNCHANGED
Shares13,440 from 13,440
Change0 (0%)
Value$1.2M (-$92.6K)
Filed 2026-11-02
PCA Investment Advisory Services Inc.
UNCHANGED
Shares12,375 from 12,375
Change0 (0%)
Value$1.2M (+$2.1K)
Filed 2026-10-13
JFS Wealth Advisors, LLC
DECREASED
Shares11,414 from 11,651
Change-237 (-2%)
Value$1.1M (-$20.2K)
Filed 2026-11-03
Institute for Wealth Management, Llc.
UNCHANGED
Shares11,090 from 11,090
Change0 (0%)
Value$1.0M (+$1.9K)
Filed 2026-11-06
DSG Capital Advisors, LLC
UNCHANGED
Shares10,076 from 10,076
Change0 (0%)
Value$941.3K (-$10.1K)
Filed 2026-11-05
Belpointe Asset Management LLC
INCREASED
Shares9,869 from 9,718
Change+151 (+2%)
Value$922.0K (+$15.8K)
Filed 2026-11-09
OxenFree Capital LLC
INCREASED
Shares9,806 from 9,513
Change+293 (+3%)
Value$930.9K (+$31.8K)
Filed 2026-10-07
Spire Wealth Management
DECREASED
Shares9,502 from 9,906
Change-404 (-4%)
Value$887.7K (-$36.0K)
Filed 2026-10-30
Ashton Thomas Securities, LLC
UNCHANGED
Shares8,987 from 8,987
Change0 (0%)
Value$839.6K (+$1.6K)
Filed 2026-10-26
Avestar Capital, LLC
INCREASED
Shares7,896 from 7,817
Change+79 (+1%)
Value$737.6K (+$8.7K)
Filed 2026-10-28
Atria Investments, Inc
DECREASED
Shares7,799 from 64,983
Change-57,184 (-88%)
Value$728.6K (-$5.3M)
Filed 2026-10-15
Evolution Wealth Management Inc.
INCREASED
Shares7,769 from 7,446
Change+323 (+4%)
Value$725.7K (+$31.5K)
Filed 2026-10-28
Savant Capital, LLC
DECREASED
Shares7,753 from 15,506
Change-7,753 (-50%)
Value$724.3K (-$668.2K)
Filed 2026-11-06
Revisor Wealth Management LLC
UNCHANGED
Shares6,963 from 6,963
Change0 (0%)
Value$667.3K (+$18.1K)
Filed 2026-10-20
Quartz Partners, LLC
INCREASED
Shares6,896 from 6,582
Change+314 (+5%)
Value$644.2K (+$30.5K)
Filed 2026-11-03
Florida Trust Wealth Management Co
UNCHANGED
Shares6,850 from 6,850
Change0 (0%)
Value$639.9K (+$1.2K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares6,136 from 3,566
Change+2,570 (+72%)
Value$573.3K (+$240.7K)
Filed 2026-10-30
Norden Group LLC
UNCHANGED
Shares6,116 from 6,116
Change0 (0%)
Value$571.4K (+$1.1K)
Filed 2026-10-20
Midwest Trust Co
INCREASED
Shares5,958 from 4,003
Change+1,955 (+49%)
Value$556.6K (+$183.3K)
Filed 2026-10-22
Great Valley Advisor Group, Inc.
DECREASED
Shares5,709 from 6,295
Change-586 (-9%)
Value$532.9K (-$53.7K)
Filed 2026-11-09
Geneos Wealth Management Inc.
UNCHANGED
Shares5,650 from 5,650
Change0 (0%)
Value$527.8K (+$975)
Filed 2026-11-09
International Private Wealth Advisors LLC
INCREASED
Shares5,172 from 4,333
Change+839 (+19%)
Value$483.1K (+$79.1K)
Filed 2026-11-05
HighPoint Advisor Group LLC
DECREASED
Shares4,929 from 4,996
Change-67 (-1%)
Value$460.5K (-$5.4K)
Filed 2026-11-09
Willis Investment Counsel
UNCHANGED
Shares4,891 from 4,891
Change0 (0%)
Value$456.9K (+$847)
Filed 2026-10-20
Asset Advisory Group, Inc.
UNCHANGED
Shares4,818 from 4,818
Change0 (0%)
Value$450.1K (+$834)
Filed 2026-10-20
Regions Financial Corp
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$448.4K (+$831)
Filed 2026-11-05
Gradient Capital Advisors, LLC
UNCHANGED
Shares4,774 from 4,774
Change0 (0%)
Value$446.0K (+$827)
Filed 2026-10-21
First Nebraska Trust Co
UNCHANGED
Shares4,665 from 4,665
Change0 (0%)
Value$435.8K (+$808)
Filed 2026-10-30
Team Financial Group, LLC
INCREASED
Shares4,508 from 4,488
Change+20 (+0%)
Value$421.1K (+$2.6K)
Filed 2026-10-30
Curran Financial Partners, LLC
INCREASED
Shares4,435 from 4,017
Change+418 (+10%)
Value$414.3K (+$39.7K)
Filed 2026-11-04
RMR Capital Management, LLC
UNCHANGED
Shares4,400 from 4,400
Change0 (0%)
Value$411.0K (+$762)
Filed 2026-10-23
GenTrust, LLC
UNCHANGED
Shares4,357 from 4,357
Change0 (0%)
Value$407.0K (+$755)
Filed 2026-11-06
Advisory Solutions Group, LLC
NEW
Shares4,330
Change+4,330
Value$404.5K
Filed 2026-10-14
Mission Wealth Management, LP
UNCHANGED
Shares4,287 from 4,287
Change0 (0%)
Value$400.5K (+$742)
Filed 2026-10-15
Arvest Investments, Inc.
DECREASED
Shares4,134 from 4,377
Change-243 (-6%)
Value$386.3K (-$21.9K)
Filed 2026-10-21
IFP Advisors, Inc
UNCHANGED
Shares4,098 from 4,098
Change0 (0%)
Value$382.8K (+$710)
Filed 2026-10-16
Kendall Capital Management
UNCHANGED
Shares4,080 from 4,080
Change0 (0%)
Value$381.2K (+$707)
Filed 2026-10-23
Signal Advisors Wealth, LLC
DECREASED
Shares3,969 from 4,655
Change-686 (-15%)
Value$370.8K (-$63.2K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
INCREASED
Shares3,820 from 3,672
Change+148 (+4%)
Value$356.9K (+$14.5K)
Filed 2026-11-06
Amplius Wealth Advisors, LLC
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$355.0K (+$658)
Filed 2026-10-20
VestGen Advisors, LLC
INCREASED
Shares3,714 from 3,292
Change+422 (+13%)
Value$347.0K (+$40.0K)
Filed 2026-10-27
Essential Planning, Llc.
INCREASED
Shares3,657 from 3,656
Change+1 (+0%)
Value$341.7K (+$753)
Filed 2026-10-21
Creative Financial Designs Inc
DECREASED
Shares3,530 from 3,573
Change-43 (-1%)
Value$329.7K (-$3.4K)
Filed 2026-11-04
Allegheny Financial Group
INCREASED
Shares3,484 from 3,468
Change+16 (+0%)
Value$325.5K (+$2.1K)
Filed 2026-11-05
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares3,346 from 3,346
Change0 (0%)
Value$312.0K ($0)
Filed 2026-11-03
CoreCap Advisors, LLC
INCREASED
Shares3,249 from 3,166
Change+83 (+3%)
Value$303.5K (+$8.3K)
Filed 2026-10-08
Perryman Financial Advisory Inc
INCREASED
Shares3,239 from 3,225
Change+14 (+0%)
Value$302.6K (+$1.8K)
Filed 2026-10-16
Vise Technologies, Inc.
UNCHANGED
Shares3,221 from 3,221
Change0 (0%)
Value$300.9K (+$558)
Filed 2026-10-29
Root Financial Partners, LLC
UNCHANGED
Shares3,198 from 3,198
Change0 (0%)
Value$298.8K (+$554)
Filed 2026-10-21
Fifth Third Bancorp
INCREASED
Shares3,101 from 2,209
Change+892 (+40%)
Value$289.7K (+$83.7K)
Filed 2026-11-05
Greatmark Investment Partners, Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$280.3K (+$520)
Filed 2026-10-28
Klingman & Associates, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$280.3K (+$519)
Filed 2026-10-20
Wilkins Miller Wealth Management, LLC
UNCHANGED
Shares2,999 from 2,999
Change0 (0%)
Value$280.2K (+$520)
Filed 2026-10-13
Lanark Financial, Inc.
INCREASED
Shares2,985 from 2,983
Change+2 (+0%)
Value$278.9K (+$704)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
DECREASED
Shares2,972 from 3,289
Change-317 (-10%)
Value$277.6K (-$29.1K)
Filed 2026-11-05
Perigon Wealth Management, LLC
UNCHANGED
Shares2,930 from 2,930
Change0 (0%)
Value$273.7K (+$508)
Filed 2026-10-22
Trek Financial, LLC
NEW
Shares2,632
Change+2,632
Value$245.9K
Filed 2026-10-29
Livet Wealth, LLC
INCREASED
Shares2,574 from 2,563
Change+11 (+0%)
Value$240.5K (+$1.5K)
Filed 2026-10-27
Columbia Bank
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$224.2K (+$416)
Filed 2026-10-29
Tranquility Partners, LLC
UNCHANGED
Shares2,395 from 2,395
Change0 (0%)
Value$223.7K (+$415)
Filed 2026-10-20
True Private Wealth Advisors
DECREASED
Shares2,311 from 2,312
Change-1 (0%)
Value$216.0K (+$400)
Filed 2026-10-19
Bison Wealth, LLC
DECREASED
Shares2,257 from 2,407
Change-150 (-6%)
Value$215.6K (-$10.9K)
Filed 2026-10-13
Allworth Financial LP
UNCHANGED
Shares2,256 from 2,256
Change0 (0%)
Value$210.4K ($0)
Filed 2026-11-06
Grandfield & Dodd, LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$205.5K (+$381)
Filed 2026-10-29
Harbour Investments, Inc.
DECREASED
Shares2,063 from 4,917
Change-2,854 (-58%)
Value$192.7K (-$265.8K)
Filed 2026-11-09
Farther Finance Advisors, LLC
INCREASED
Shares1,841 from 1,565
Change+276 (+18%)
Value$172.0K (+$26.1K)
Filed 2026-10-08
Buck Wealth Strategies, LLC
NEW
Shares1,620
Change+1,620
Value$151.3K
Filed 2026-10-28
Clearstead Trust, LLC
UNCHANGED
Shares1,367 from 1,367
Change0 (0%)
Value$127.7K (+$237)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
INCREASED
Shares1,356 from 760
Change+596 (+78%)
Value$126.7K (+$55.8K)
Filed 2026-11-03
Three Bridge Wealth Advisors, LLC
NEW
Shares1,232
Change+1,232
Value$115.1K
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares1,000
Change+1,000
Value$93.4K
Filed 2026-10-27
Hilltop National Bank
UNCHANGED
Shares986 from 986
Change0 (0%)
Value$92.1K (+$171)
Filed 2026-10-14
Center for Financial Planning, Inc.
UNCHANGED
Shares982 from 982
Change0 (0%)
Value$91.7K (+$169)
Filed 2026-10-26
Fairman Group, LLC
INCREASED
Shares935 from 931
Change+4 (+0%)
Value$87.3K (+$560)
Filed 2026-10-26
Mather Group, Llc.
NEW
Shares904
Change+904
Value$84.5K
Filed 2026-10-14
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$75.7K (+$141)
Filed 2026-10-13
Jacobi Capital Management LLC
NEW
Shares784
Change+784
Value$73.3K
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares714 from 714
Change0 (0%)
Value$66.7K (+$124)
Filed 2026-10-20
Assetmark, Inc
UNCHANGED
Shares669 from 669
Change0 (0%)
Value$62.5K (+$116)
Filed 2026-10-21
Pittenger & Anderson Inc
DECREASED
Shares650 from 1,070
Change-420 (-39%)
Value$60.7K (-$39.1K)
Filed 2026-11-02
Parallel Advisors, LLC
UNCHANGED
Shares571 from 571
Change0 (0%)
Value$53.4K (+$138)
Filed 2026-11-03
Gamma Investing LLC
NEW
Shares510
Change+510
Value$47.6K
Filed 2026-10-08
Archer Investment Corp
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$46.7K (+$87)
Filed 2026-11-05
Tompkins Financial Corp
UNCHANGED
Shares453 from 453
Change0 (0%)
Value$42.3K (+$78)
Filed 2026-10-05
Maseco LLP
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$41.2K (+$99)
Filed 2026-10-27
James T. Borello RIA
NEW
Shares358
Change+358
Value$33.4K
Filed 2026-10-16
IAG Wealth Partners, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$32.7K (+$61)
Filed 2026-11-06
Larson Financial Group LLC
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$28.9K (+$53)
Filed 2026-11-05
IFG Advisory, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$28.0K (+$52)
Filed 2026-11-09
Bank of Montreal
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$18.7K (+$35)
Filed 2026-11-09
N.E.W. Advisory Services LLC
INCREASED
Shares183 from 182
Change+1 (+1%)
Value$17.1K (+$110)
Filed 2026-11-09
POM Investment Strategies, LLC
NEW
Shares174
Change+174
Value$16.3K
Filed 2026-10-20
Asset Dedication, LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$15.4K (+$29)
Filed 2026-11-03
Reap Financial Group, LLC
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$13.7K (+$26)
Filed 2026-11-02
Central Trust Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$9.3K (+$17)
Filed 2026-11-05
William Mack & Associates, Inc.
NEW
Shares66
Change+66
Value$6.2K
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.3K (+$2)
Filed 2026-10-23
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 11,179
Change-11,179 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-14
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,132
Change-1,132 (-100%)
Value$0 (-$107.7K)
Filed 2026-10-16
Bank of America Corp
N/A
Shares— from 1,508,148
Change-1,508,148 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,240,413
Change-1,240,413 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 369,580
Change-369,580 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 280,648
Change-280,648 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 145,767
Change-145,767 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 141,011
Change-141,011 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 137,083
Change-137,083 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 126,855
Change-126,855 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 123,901
Change-123,901 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 117,050
Change-117,050 (-100%)
Value—
UBS Group AG
N/A
Shares— from 95,533
Change-95,533 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 79,230
Change-79,230 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 76,971
Change-76,971 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 75,908
Change-75,908 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 71,954
Change-71,954 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 63,820
Change-63,820 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 53,214
Change-53,214 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 52,074
Change-52,074 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 48,821
Change-48,821 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 31,727
Change-31,727 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 31,570
Change-31,570 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 31,295
Change-31,295 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 31,177
Change-31,177 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 26,111
Change-26,111 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 25,952
Change-25,952 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 25,140
Change-25,140 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 23,535
Change-23,535 (-100%)
Value—
FMR LLC
N/A
Shares— from 20,757
Change-20,757 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 20,333
Change-20,333 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 18,475
Change-18,475 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 16,833
Change-16,833 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 16,208
Change-16,208 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 15,970
Change-15,970 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 15,386
Change-15,386 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 14,647
Change-14,647 (-100%)
Value—
Blair William & Co
N/A
Shares— from 14,110
Change-14,110 (-100%)
Value—
&partners
N/A
Shares— from 13,920
Change-13,920 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 12,121
Change-12,121 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 11,180
Change-11,180 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 10,863
Change-10,863 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,767
Change-10,767 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 10,761
Change-10,761 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 10,467
Change-10,467 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,024
Change-9,024 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 8,640
Change-8,640 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 7,370
Change-7,370 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,890
Change-6,890 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,761
Change-6,761 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 6,497
Change-6,497 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 5,824
Change-5,824 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,063
Change-5,063 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 4,997
Change-4,997 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 4,804
Change-4,804 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 4,787
Change-4,787 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 4,488
Change-4,488 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,311
Change-4,311 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,257
Change-4,257 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 4,105
Change-4,105 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 3,902
Change-3,902 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 3,412
Change-3,412 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,256
Change-3,256 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,249
Change-3,249 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,245
Change-3,245 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 3,238
Change-3,238 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 3,154
Change-3,154 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 3,083
Change-3,083 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 2,746
Change-2,746 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 2,742
Change-2,742 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,709
Change-2,709 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,468
Change-2,468 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 2,447
Change-2,447 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 2,401
Change-2,401 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,337
Change-2,337 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,334
Change-2,334 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,324
Change-2,324 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 864
Change-864 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 776
Change-776 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 765
Change-765 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 551
Change-551 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 399
Change-399 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 362
Change-362 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 344
Change-344 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 319
Change-319 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 208
Change-208 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 34
Change-34 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 11
Change-11 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,127,674917,128+210,546+23%$85.5M$105.3M+$19.8M2026-11-06
626 Financial, LLC
INCREASED307,016305,791+1,225+0%$28.5M$28.7M+$167.5K2026-11-04
Connecticut Wealth Management, LLC
DECREASED266,052266,740-6880%$24.9M$24.9M-$18.1K2026-10-13
Pinnacle Financial Group, LLC / IL
DECREASED236,622240,721-4,099-2%$22.4M$22.1M-$341.3K2026-10-29
Kestra Advisory Services, LLC
DECREASED200,730202,645-1,915-1%$18.9M$18.8M-$143.9K2026-11-02
HighTower Advisors, LLC
INCREASED181,277162,333+18,944+12%$15.1M$16.9M+$1.8M2026-11-10
Retirement Planning Group, LLC
DECREASED170,364201,901-31,537-16%$18.8M$15.9M-$2.9M2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED100,742106,942-6,200-6%$10.0M$9.4K-$10.0M2026-11-02
Melone Private Wealth, LLC
INCREASED86,07083,013+3,057+4%$7.7M$8.0M+$300.0K2026-10-16
FFG Retirement Advisors LLC
DECREASED59,68659,772-860%$5.6M$5.6M+$2.4K2026-10-20
Envision Financial LLC
DECREASED41,92244,109-2,187-5%$4.1M$3.9M-$196.6K2026-10-15
Bank of New York Mellon Corp
DECREASED38,91046,756-7,846-17%$4.4M$3.6M-$724.9K2026-11-05
Merit Financial Group, LLC
DECREASED37,45337,523-700%$3.5M$3.5M-$632026-11-06
Creative Planning
DECREASED33,82034,420-600-2%$3.2M$3.2M-$50.1K2026-11-02
Commonwealth Equity Services, LLC
INCREASED31,83330,363+1,470+5%$2.8M$3.0M+$142.6K2026-11-02
Certified Advisory Corp
DECREASED31,73531,918-183-1%$3.0M$3.0M-$11.6K2026-10-29
Concurrent Investment Advisors, LLC
NEW26,073—+26,073——$2.4M—2026-10-16
Verus Capital Partners, LLC
INCREASED19,35819,320+38+0%$1.8M$1.8M+$6.9K2026-11-03
Sonata Capital Group Inc
UNCHANGED19,04919,04900%$1.8M$1.8M+$3.3K2026-10-19
Cherrydale Wealth Management, LLC
INCREASED18,87518,789+86+0%$1.8M$1.8M+$11.3K2026-10-20
Park Avenue Securities LLC
INCREASED18,48812,762+5,726+45%$1.2M$1.7K-$1.2M2026-10-26
Clearwater Capital Advisors, LLC
UNCHANGED18,11918,11900%$1.7M$1.7M+$3.1K2026-11-06
Key FInancial Inc
DECREASED17,06217,587-525-3%$1.6M$1.6M-$46.0K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED16,28115,834+447+3%$1.5M$1.5M+$45.6K2026-10-13
HB Wealth Management, LLC
UNCHANGED14,49014,49000%$1.4M$1.4M+$2.5K2026-10-23
Sharper & Granite LLC
UNCHANGED13,44013,44000%$1.3M$1.2M-$92.6K2026-11-02
PCA Investment Advisory Services Inc.
UNCHANGED12,37512,37500%$1.2M$1.2M+$2.1K2026-10-13
JFS Wealth Advisors, LLC
DECREASED11,41411,651-237-2%$1.1M$1.1M-$20.2K2026-11-03
Institute for Wealth Management, Llc.
UNCHANGED11,09011,09000%$1.0M$1.0M+$1.9K2026-11-06
DSG Capital Advisors, LLC
UNCHANGED10,07610,07600%$951.4K$941.3K-$10.1K2026-11-05
Belpointe Asset Management LLC
INCREASED9,8699,718+151+2%$906.2K$922.0K+$15.8K2026-11-09
OxenFree Capital LLC
INCREASED9,8069,513+293+3%$899.1K$930.9K+$31.8K2026-10-07
Spire Wealth Management
DECREASED9,5029,906-404-4%$923.7K$887.7K-$36.0K2026-10-30
Ashton Thomas Securities, LLC
UNCHANGED8,9878,98700%$838.0K$839.6K+$1.6K2026-10-26
Avestar Capital, LLC
INCREASED7,8967,817+79+1%$728.9K$737.6K+$8.7K2026-10-28
Atria Investments, Inc
DECREASED7,79964,983-57,184-88%$6.1M$728.6K-$5.3M2026-10-15
Evolution Wealth Management Inc.
INCREASED7,7697,446+323+4%$694.3K$725.7K+$31.5K2026-10-28
Savant Capital, LLC
DECREASED7,75315,506-7,753-50%$1.4M$724.3K-$668.2K2026-11-06
Revisor Wealth Management LLC
UNCHANGED6,9636,96300%$649.3K$667.3K+$18.1K2026-10-20
Quartz Partners, LLC
INCREASED6,8966,582+314+5%$613.8K$644.2K+$30.5K2026-11-03
Florida Trust Wealth Management Co
UNCHANGED6,8506,85000%$638.7K$639.9K+$1.2K2026-11-05
Truist Financial Corp
INCREASED6,1363,566+2,570+72%$332.6K$573.3K+$240.7K2026-10-30
Norden Group LLC
UNCHANGED6,1166,11600%$570.3K$571.4K+$1.1K2026-10-20
Midwest Trust Co
INCREASED5,9584,003+1,955+49%$373.3K$556.6K+$183.3K2026-10-22
Great Valley Advisor Group, Inc.
DECREASED5,7096,295-586-9%$586.6K$532.9K-$53.7K2026-11-09
Geneos Wealth Management Inc.
UNCHANGED5,6505,65000%$526.8K$527.8K+$9752026-11-09
International Private Wealth Advisors LLC
INCREASED5,1724,333+839+19%$404.0K$483.1K+$79.1K2026-11-05
HighPoint Advisor Group LLC
DECREASED4,9294,996-67-1%$465.9K$460.5K-$5.4K2026-11-09
Willis Investment Counsel
UNCHANGED4,8914,89100%$456.1K$456.9K+$8472026-10-20
Asset Advisory Group, Inc.
UNCHANGED4,8184,81800%$449.2K$450.1K+$8342026-10-20
Regions Financial Corp
UNCHANGED4,8004,80000%$447.6K$448.4K+$8312026-11-05
Gradient Capital Advisors, LLC
UNCHANGED4,7744,77400%$445.2K$446.0K+$8272026-10-21
First Nebraska Trust Co
UNCHANGED4,6654,66500%$435.0K$435.8K+$8082026-10-30
Team Financial Group, LLC
INCREASED4,5084,488+20+0%$418.5K$421.1K+$2.6K2026-10-30
Curran Financial Partners, LLC
INCREASED4,4354,017+418+10%$374.6K$414.3K+$39.7K2026-11-04
RMR Capital Management, LLC
UNCHANGED4,4004,40000%$410.3K$411.0K+$7622026-10-23
GenTrust, LLC
UNCHANGED4,3574,35700%$406.3K$407.0K+$7552026-11-06
Advisory Solutions Group, LLC
NEW4,330—+4,330——$404.5K—2026-10-14
Mission Wealth Management, LP
UNCHANGED4,2874,28700%$399.8K$400.5K+$7422026-10-15
Arvest Investments, Inc.
DECREASED4,1344,377-243-6%$408.2K$386.3K-$21.9K2026-10-21
IFP Advisors, Inc
UNCHANGED4,0984,09800%$382.1K$382.8K+$7102026-10-16
Kendall Capital Management
UNCHANGED4,0804,08000%$380.4K$381.2K+$7072026-10-23
Signal Advisors Wealth, LLC
DECREASED3,9694,655-686-15%$434.0K$370.8K-$63.2K2026-10-13
PNC Financial Services Group, Inc.
INCREASED3,8203,672+148+4%$342.4K$356.9K+$14.5K2026-11-06
Amplius Wealth Advisors, LLC
UNCHANGED3,8003,80000%$354.3K$355.0K+$6582026-10-20
VestGen Advisors, LLC
INCREASED3,7143,292+422+13%$307.0K$347.0K+$40.0K2026-10-27
Essential Planning, Llc.
INCREASED3,6573,656+1+0%$340.9K$341.7K+$7532026-10-21
Creative Financial Designs Inc
DECREASED3,5303,573-43-1%$333.2K$329.7K-$3.4K2026-11-04
Allegheny Financial Group
INCREASED3,4843,468+16+0%$323.4K$325.5K+$2.1K2026-11-05
Rooted Wealth Advisors, Inc.
UNCHANGED3,3463,34600%$312.0K$312.0K$02026-11-03
CoreCap Advisors, LLC
INCREASED3,2493,166+83+3%$295.2K$303.5K+$8.3K2026-10-08
Perryman Financial Advisory Inc
INCREASED3,2393,225+14+0%$300.7K$302.6K+$1.8K2026-10-16
Vise Technologies, Inc.
UNCHANGED3,2213,22100%$300.3K$300.9K+$5582026-10-29
Root Financial Partners, LLC
UNCHANGED3,1983,19800%$298.2K$298.8K+$5542026-10-21
Fifth Third Bancorp
INCREASED3,1012,209+892+40%$206.0K$289.7K+$83.7K2026-11-05
Greatmark Investment Partners, Inc.
UNCHANGED3,0003,00000%$279.7K$280.3K+$5202026-10-28
Klingman & Associates, LLC
UNCHANGED3,0003,00000%$279.7K$280.3K+$5192026-10-20
Wilkins Miller Wealth Management, LLC
UNCHANGED2,9992,99900%$279.6K$280.2K+$5202026-10-13
Lanark Financial, Inc.
INCREASED2,9852,983+2+0%$278.2K$278.9K+$7042026-10-26
J.W. Cole Advisors, Inc.
DECREASED2,9723,289-317-10%$306.7K$277.6K-$29.1K2026-11-05
Perigon Wealth Management, LLC
UNCHANGED2,9302,93000%$273.2K$273.7K+$5082026-10-22
Trek Financial, LLC
NEW2,632—+2,632——$245.9K—2026-10-29
Livet Wealth, LLC
INCREASED2,5742,563+11+0%$239.0K$240.5K+$1.5K2026-10-27
Columbia Bank
UNCHANGED2,4002,40000%$223.8K$224.2K+$4162026-10-29
Tranquility Partners, LLC
UNCHANGED2,3952,39500%$223.3K$223.7K+$4152026-10-20
True Private Wealth Advisors
DECREASED2,3112,312-10%$215.6K$216.0K+$4002026-10-19
Bison Wealth, LLC
DECREASED2,2572,407-150-6%$226.5K$215.6K-$10.9K2026-10-13
Allworth Financial LP
UNCHANGED2,2562,25600%$210.4K$210.4K$02026-11-06
Grandfield & Dodd, LLC
UNCHANGED2,2002,20000%$205.1K$205.5K+$3812026-10-29
Harbour Investments, Inc.
DECREASED2,0634,917-2,854-58%$458.5K$192.7K-$265.8K2026-11-09
Farther Finance Advisors, LLC
INCREASED1,8411,565+276+18%$145.9K$172.0K+$26.1K2026-10-08
Buck Wealth Strategies, LLC
NEW1,620—+1,620——$151.3K—2026-10-28
Clearstead Trust, LLC
UNCHANGED1,3671,36700%$127.5K$127.7K+$2372026-11-06
Ashton Thomas Private Wealth, LLC
INCREASED1,356760+596+78%$70.9K$126.7K+$55.8K2026-11-03
Three Bridge Wealth Advisors, LLC
NEW1,232—+1,232——$115.1K—2026-11-05
Latitude Advisors, LLC
NEW1,000—+1,000——$93.4K—2026-10-27
Hilltop National Bank
UNCHANGED98698600%$91.9K$92.1K+$1712026-10-14
Center for Financial Planning, Inc.
UNCHANGED98298200%$91.6K$91.7K+$1692026-10-26
Fairman Group, LLC
INCREASED935931+4+0%$86.8K$87.3K+$5602026-10-26
Mather Group, Llc.
NEW904—+904——$84.5K—2026-10-14
Beacon Investment Advisory Services, Inc.
UNCHANGED81081000%$75.5K$75.7K+$1412026-10-13
Jacobi Capital Management LLC
NEW784—+784——$73.3K—2026-11-05
Private Trust Co NA
UNCHANGED71471400%$66.6K$66.7K+$1242026-10-20
Assetmark, Inc
UNCHANGED66966900%$62.4K$62.5K+$1162026-10-21
Pittenger & Anderson Inc
DECREASED6501,070-420-39%$99.8K$60.7K-$39.1K2026-11-02
Parallel Advisors, LLC
UNCHANGED57157100%$53.3K$53.4K+$1382026-11-03
Gamma Investing LLC
NEW510—+510——$47.6K—2026-10-08
Archer Investment Corp
UNCHANGED50050000%$46.6K$46.7K+$872026-11-05
Tompkins Financial Corp
UNCHANGED45345300%$42.2K$42.3K+$782026-10-05
Maseco LLP
UNCHANGED44144100%$41.1K$41.2K+$992026-10-27
James T. Borello RIA
NEW358—+358——$33.4K—2026-10-16
IAG Wealth Partners, LLC
UNCHANGED35035000%$32.6K$32.7K+$612026-11-06
Larson Financial Group LLC
UNCHANGED30930900%$28.8K$28.9K+$532026-11-05
IFG Advisory, LLC
UNCHANGED30030000%$28.0K$28.0K+$522026-11-09
Bank of Montreal
UNCHANGED20020000%$18.6K$18.7K+$352026-11-09
N.E.W. Advisory Services LLC
INCREASED183182+1+1%$17.0K$17.1K+$1102026-11-09
POM Investment Strategies, LLC
NEW174—+174——$16.3K—2026-10-20
Asset Dedication, LLC
UNCHANGED16516500%$15.4K$15.4K+$292026-11-03
Reap Financial Group, LLC
UNCHANGED14714700%$13.7K$13.7K+$262026-11-02
Central Trust Co
UNCHANGED10010000%$9.3K$9.3K+$172026-11-05
William Mack & Associates, Inc.
NEW66—+66——$6.2K—2026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED141400%$1.3K$1.3K+$22026-10-23
KMG Fiduciary Partners, LLC
CLOSED011,179-11,179-100%$1.0M$0-$1.0M2026-10-14
Cornerstone Planning Group LLC
CLOSED01,132-1,132-100%$107.7K$0-$107.7K2026-10-16
Bank of America Corp
N/A—1,508,148-1,508,148-100%$140.6M———
Morgan Stanley
N/A—1,240,413-1,240,413-100%$115.7M———
Wells Fargo & Company
N/A—369,580-369,580-100%$34.5M———
Raymond James Financial Inc
N/A—280,648-280,648-100%$26.2M———
Cetera Investment Advisers
N/A—145,767-145,767-100%$13.6M———
Savvy Advisors, Inc.
N/A—141,011-141,011-100%$13.1M———
Ameriprise Financial Inc
N/A—137,083-137,083-100%$12.8M———
Foundations Investment Advisors, LLC
N/A—126,855-126,855-100%$11.8M———
Osaic Holdings, Inc.
N/A—123,901-123,901-100%$11.6M———
Vertex Planning Partners, LLC
N/A—117,050-117,050-100%$10.9M———
UBS Group AG
N/A—95,533-95,533-100%$8.9M———
Integrated Wealth Concepts LLC
N/A—79,230-79,230-100%$7.4M———
Envestnet Asset Management Inc
N/A—76,971-76,971-100%$7.2M———
JPMorgan Chase & Co
N/A—75,908-75,908-100%$7.1M———
Vestmark Advisory Solutions, Inc.
N/A—71,954-71,954-100%$6.7M———
Royal Bank of Canada
N/A—63,820-63,820-100%$6.0M———
Steward Partners Investment Advisory, LLC
N/A—53,214-53,214-100%$5.0M———
Pathstone Holdings, LLC
N/A—52,074-52,074-100%$4.9M———
Susquehanna International Group, LLP
N/A—48,821-48,821-100%$4.6M———
Lcnb Corp
N/A—31,727-31,727-100%$3.0M———
Avant Capital LLC
N/A—31,570-31,570-100%$2.9M———
Focus Partners Wealth
N/A—31,295-31,295-100%$2.9M———
Rockefeller Capital Management L.P.
N/A—31,177-31,177-100%$2.9M———
Citadel Advisors LLC
N/A—26,111-26,111-100%$2.4M———
UBS Asset Management Americas LLC
N/A—25,952-25,952-100%$2.4M———
Mariner, LLC
N/A—25,140-25,140-100%$2.3M———
Itau Unibanco Holding S.A.
N/A—23,535-23,535-100%$2.2M———
FMR LLC
N/A—20,757-20,757-100%$1.9M———
AssuredPartners Investment Advisors, LLC
N/A—20,333-20,333-100%$1.9M———
Stratos Wealth Partners, Ltd.
N/A—18,475-18,475-100%$1.7M———
Goldman Sachs Group Inc
N/A—16,833-16,833-100%$1.6M———
Captrust Financial Advisors
N/A—16,208-16,208-100%$1.5M———
AQR Capital Management LLC
N/A—15,970-15,970-100%$1.5M———
Jones Financial Companies Lllp
N/A—15,386-15,386-100%$1.4M———
Mercer Global Advisors Inc
N/A—14,647-14,647-100%$1.4M———
Blair William & Co
N/A—14,110-14,110-100%$1.3M———
&partners
N/A—13,920-13,920-100%$1.3M———
Panoramic Investment Advisors, LLC
N/A—12,121-12,121-100%$1.1M———
Janney Montgomery Scott LLC
N/A—11,180-11,180-100%$1.0M———
Gateway Wealth Partners, LLC
N/A—10,863-10,863-100%$1.0M———
Private Advisor Group, LLC
N/A—10,767-10,767-100%$1.0M———
Northwestern Mutual Wealth Management Co
N/A—10,761-10,761-100%$1.0M———
Whittier Trust Co of Nevada Inc
N/A—10,467-10,467-100%$989.2K———
Arkadios Wealth Advisors
N/A—9,024-9,024-100%$841.4K———
Ballentine Partners, LLC
N/A—8,640-8,640-100%$805.7K———
Cornerstone Financial Group, LLC
N/A—7,800-7,800-100%$727.3K———
Baird Financial Group, Inc.
N/A—7,370-7,370-100%$687.2K———
XTX Topco Ltd
N/A—6,890-6,890-100%$642.5K———
Sanctuary Advisors, LLC
N/A—6,761-6,761-100%$630.5K———
Alta Wealth Advisors LLC
N/A—6,497-6,497-100%$605.8K———
Element Wealth, LLC
N/A—5,824-5,824-100%$543.1K———
Stifel Financial Corp
N/A—5,063-5,063-100%$472.1K———
Sandy Cove Advisors, LLC
N/A—4,997-4,997-100%$465.9K———
ATLas Financial Planning LLC
N/A—4,900-4,900-100%$456.9K———
Sequoia Financial Advisors, LLC
N/A—4,804-4,804-100%$447.9K———
Flputnam Investment Management Co
N/A—4,787-4,787-100%$446.4K———
Centric Wealth Management
N/A—4,500-4,500-100%$421.6K———
Wood Tarver Financial Group, LLC
N/A—4,488-4,488-100%$418.0K———
Quantinno Capital Management LP
N/A—4,311-4,311-100%$402.0K———
MML Investors Services, LLC
N/A—4,257-4,257-100%$397.0K———
Mayflower Financial Advisors, LLC
N/A—4,105-4,105-100%$382.8K———
Waverly Advisors, LLC
N/A—3,902-3,902-100%$363.9K———
Kapstone Financial Advisors LLC
N/A—3,412-3,412-100%$318.2K———
CIBC Bancorp USA Inc.
N/A—3,256-3,256-100%$303.6K———
NewEdge Advisors, LLC
N/A—3,249-3,249-100%$303.0K———
Summit Financial, LLC
N/A—3,245-3,245-100%$302.6K———
Insigneo Advisory Services, LLC
N/A—3,238-3,238-100%$301.9K———
Rehmann Capital Advisory Group
N/A—3,154-3,154-100%$294.1K———
Vantage Point Financial LLC
N/A—3,083-3,083-100%$287.4K———
Beacon Pointe Advisors, LLC
N/A—3,000-3,000-100%$279.7K———
Magnolia Private Wealth, LLC
N/A—2,746-2,746-100%$256.1K———
Brown Advisory Inc
N/A—2,742-2,742-100%$255.7K———
Nuveen, LLC
N/A—2,709-2,709-100%$252.6K———
W1m Asset Management Ltd
N/A—2,670-2,670-100%$248.8K———
Focus Partners Advisor Solutions, LLC
N/A—2,468-2,468-100%$230.1K———
HRT Financial LP
N/A—2,447-2,447-100%$228.0K———
Lazard Asset Management LLC
N/A—2,401-2,401-100%$223.9K———
Cary Street Partners Financial LLC
N/A—2,337-2,337-100%$217.9K———
LRI Investments, LLC
N/A—2,334-2,334-100%$217.7K———
Pgim Custom Harvest LLC
N/A—2,324-2,324-100%$216.7K———
Equitable Holdings, Inc.
N/A—2,290-2,290-100%$213.5K———
AE Wealth Management LLC
N/A—1,578-1,578-100%$147.1K———
BFC Planning, Inc.
N/A—1,426-1,426-100%$133.0K———
Global Retirement Partners, LLC
N/A—1,304-1,304-100%$121.6K———
Ancora Advisors LLCA
N/A—864-864-100%$80.6K———
Federation des caisses Desjardins du Quebec
N/A—776-776-100%$72.4K———
Vanguard National Trust Co
N/A—765-765-100%$71.3K———
Raffa Wealth Management, LLC
N/A—755-755-100%$70.4K———
Glen Eagle Advisors, LLC
N/A—551-551-100%$51.3K———
Qube Research & Technologies Ltd
N/A—399-399-100%$37.2K———
Bartlett & Co. Wealth Management LLC
N/A—362-362-100%$33.8K———
BlackRock, Inc.
N/A—344-344-100%$32.1K———
Ameritas Advisory Services, LLC
N/A—324-324-100%$30.2K———
Ameritas Investment Partners, Inc.
N/A—319-319-100%$29.8K———
O'shaughnessy Asset Management, LLC
N/A—235-235-100%$21.9K———
Arax Advisory Partners
N/A—208-208-100%$19.4K———
Swan Capital LLC
N/A—203-203-100%$18.9K———
Smartleaf Asset Management LLC
N/A—49-49-100%$4.6K———
SHP Wealth Management
N/A—34-34-100%$3.2K———
Vanguard Advisers Inc
N/A—11-11-100%$1.0K———
Showing 224 of 224 institutions