Wisdomtree US High Dividend (DHS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares642,989 from 396,419

Change+246,570 (+62%)

Value$72.0M (+$26.9M)

Filed 2026-11-06

Linscomb Wealth, Inc.

DECREASED

Shares283,360 from 289,052

Change-5,692 (-2%)

Value$31.7M (-$1.1M)

Filed 2026-11-05

Kestra Advisory Services, LLC

INCREASED

Shares252,069 from 235,268

Change+16,801 (+7%)

Value$28.2M (+$1.5M)

Filed 2026-11-02

MB, Levis & Associates, LLC

INCREASED

Shares159,183 from 158,666

Change+517 (+0%)

Value$17.8M (-$214.2K)

Filed 2026-10-16

Stonebridge Wealth Management, LLC

INCREASED

Shares85,976 from 85,714

Change+262 (+0%)

Value$9.6M (-$117.6K)

Filed 2026-10-09

Precedent Wealth Partners, LLC

INCREASED

Shares57,364 from 55,000

Change+2,364 (+4%)

Value$6.4M (+$170.4K)

Filed 2026-10-21

Evanson Financial, LLC

DECREASED

Shares56,374 from 76,243

Change-19,869 (-26%)

Value$6.3M (-$2.4M)

Filed 2026-10-23

FFG Retirement Advisors LLC

INCREASED

Shares44,944 from 44,787

Change+157 (+0%)

Value$5.0M (-$59.2K)

Filed 2026-10-20

Truist Financial Corp

INCREASED

Shares41,638 from 41,267

Change+371 (+1%)

Value$4.7M (-$29.2K)

Filed 2026-10-30

Commonwealth Equity Services, LLC

INCREASED

Shares40,794 from 39,769

Change+1,025 (+3%)

Value$4.6M (+$46.6K)

Filed 2026-11-02

D.A. Davidson & Co.

INCREASED

Shares39,895 from 33,409

Change+6,486 (+19%)

Value$4.5M (+$669.0K)

Filed 2026-10-28

Catalyst Investment Management LLC

INCREASED

Shares37,077 from 35,494

Change+1,583 (+4%)

Value$4.2M (+$116.4K)

Filed 2026-10-21

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares36,120 from 40,422

Change-4,302 (-11%)

Value$4.0K (-$4.6M)

Filed 2026-11-02

Creative Planning

INCREASED

Shares34,602 from 33,438

Change+1,164 (+3%)

Value$3.9M (+$73.0K)

Filed 2026-11-02

Avidian Wealth Enterprises, LLC

DECREASED

Shares30,414 from 30,416

Change-2 (0%)

Value$3.4M (-$52.3K)

Filed 2026-10-08

LVM Capital Management LTD

DECREASED

Shares28,497 from 28,687

Change-190 (-1%)

Value$3.2M (+$3.2M)

Filed 2026-10-20

Apella Capital, LLC

DECREASED

Shares25,972 from 26,102

Change-130 (0%)

Value$2.9M (-$99.7K)

Filed 2026-10-08

Invenio Wealth Partners LLC

DECREASED

Shares25,862 from 25,922

Change-60 (0%)

Value$2.9M (-$51.2K)

Filed 2026-10-20

Central Trust Co

DECREASED

Shares20,568 from 21,299

Change-731 (-3%)

Value$2.3M (-$118.4K)

Filed 2026-11-05

Fortune Financial Group, Inc.

INCREASED

Shares20,450 from 8,908

Change+11,542 (+130%)

Value$2.3M (+$1.3M)

Filed 2026-10-22

Dynamic Advisor Solutions LLC

INCREASED

Shares20,240 from 17,175

Change+3,065 (+18%)

Value$2.3M (+$313.7K)

Filed 2026-10-13

Avantax Planning Partners, Inc.

DECREASED

Shares20,145 from 20,285

Change-140 (-1%)

Value$2.3M (-$50.4K)

Filed 2026-11-03

Virtus Family Office LLC

INCREASED

Shares16,667 from 16,296

Change+371 (+2%)

Value$1.9M (+$13.6K)

Filed 2026-10-30

J.W. Cole Advisors, Inc.

INCREASED

Shares16,618 from 16,128

Change+490 (+3%)

Value$1.9M (+$27.3K)

Filed 2026-11-05

Dickmeyer Boyce Financial Management, Inc.

INCREASED

Shares15,664 from 14,996

Change+668 (+4%)

Value$1.8M (+$49.1K)

Filed 2026-10-08

Cherry Tree Wealth Management, LLC

DECREASED

Shares15,651 from 16,249

Change-598 (-4%)

Value$1.8M (-$94.8K)

Filed 2026-10-15

Community Bank, N.A.

UNCHANGED

Shares15,210 from 15,210

Change0 (0%)

Value$1.7M (-$26.0K)

Filed 2026-11-06

Barnes Wealth Management Group, Inc

DECREASED

Shares15,102 from 15,487

Change-385 (-2%)

Value$1.7M (-$69.8K)

Filed 2026-11-09

Uhlmann Price Securities, LLC

INCREASED

Shares14,800 from 12,549

Change+2,251 (+18%)

Value$1.7M (+$230.3K)

Filed 2026-11-03

Pension & Wealth Management Advisors, Inc.

DECREASED

Shares13,676 from 14,105

Change-429 (-3%)

Value$1.5M (-$72.2K)

Filed 2026-10-16

Americana Partners, LLC

UNCHANGED

Shares12,150 from 12,150

Change0 (0%)

Value$1.4M (-$20.8K)

Filed 2026-10-28

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

UNCHANGED

Shares11,557 from 11,557

Change0 (0%)

Value$1.3M (-$19.8K)

Filed 2026-10-27

Melone Private Wealth, LLC

INCREASED

Shares10,526 from 10,509

Change+17 (+0%)

Value$1.2M (-$16.1K)

Filed 2026-10-16

Merit Financial Group, LLC

DECREASED

Shares10,072 from 11,466

Change-1,394 (-12%)

Value$1.1M (-$175.8K)

Filed 2026-11-06

SBI Securities Co., Ltd.

INCREASED

Shares9,330 from 9,180

Change+150 (+2%)

Value$1.0M (+$1.1K)

Filed 2026-10-22

Savant Capital, LLC

DECREASED

Shares8,334 from 12,748

Change-4,414 (-35%)

Value$933.2K (-$493.9K)

Filed 2026-11-06

TFC Financial Management, Inc.

DECREASED

Shares7,830 from 7,986

Change-156 (-2%)

Value$876.8K (-$31.1K)

Filed 2026-10-26

Capital Advisors, Ltd. LLC

INCREASED

Shares7,510 from 7,501

Change+9 (+0%)

Value$841 (-$12)

Filed 2026-10-27

Farther Finance Advisors, LLC

DECREASED

Shares7,264 from 8,189

Change-925 (-11%)

Value$813.4K (-$117.6K)

Filed 2026-10-08

Fifth Third Bancorp

DECREASED

Shares7,108 from 7,261

Change-153 (-2%)

Value$795.9K (-$29.6K)

Filed 2026-11-05

ShoreHaven Wealth Partners, LLC

DECREASED

Shares7,038 from 7,804

Change-766 (-10%)

Value$788.0K (-$99.2K)

Filed 2026-10-16

Caldwell Sutter Capital, Inc.

INCREASED

Shares6,568 from 4,753

Change+1,815 (+38%)

Value$735.4K (+$195.1K)

Filed 2026-11-09

Compass Capital Management, Inc

INCREASED

Shares6,550 from 3,000

Change+3,550 (+118%)

Value$733.4K (+$392.4K)

Filed 2026-11-06

Clearwater Capital Advisors, LLC

UNCHANGED

Shares5,919 from 5,919

Change0 (0%)

Value$662.8K (-$10.2K)

Filed 2026-11-06

MSH Capital Advisors LLC

INCREASED

Shares5,425 from 5,306

Change+119 (+2%)

Value$607.4K (+$4.2K)

Filed 2026-11-03

Coldstream Capital Management Inc

UNCHANGED

Shares5,298 from 5,298

Change0 (0%)

Value$593.2K (-$9.1K)

Filed 2026-11-09

Capital Investment Advisors, LLC

INCREASED

Shares5,227 from 4,347

Change+880 (+20%)

Value$585.2K (+$91.0K)

Filed 2026-10-22

Flagship Harbor Advisors, LLC

INCREASED

Shares5,219 from 5,211

Change+8 (+0%)

Value$584.4K (-$8.0K)

Filed 2026-10-26

Avestar Capital, LLC

INCREASED

Shares5,002 from 4,958

Change+44 (+1%)

Value$560.1K (-$3.6K)

Filed 2026-10-28

Relyea Zuckerberg Hanson LLC

UNCHANGED

Shares4,891 from 4,891

Change0 (0%)

Value$547.6K (-$8.4K)

Filed 2026-10-20

Nelson Capital Management, LLC

UNCHANGED

Shares4,700 from 4,700

Change0 (0%)

Value$526.3K (-$8.1K)

Filed 2026-11-09

Harfst & Associates, Inc.

UNCHANGED

Shares4,676 from 4,676

Change0 (0%)

Value$523.6K (-$8.0K)

Filed 2026-10-20

AlphaCore Capital LLC

DECREASED

Shares4,602 from 4,742

Change-140 (-3%)

Value$515.3K (-$23.8K)

Filed 2026-11-04

Avior Wealth Management, LLC

DECREASED

Shares4,494 from 4,496

Change-2 (0%)

Value$503.2K (-$7.9K)

Filed 2026-10-13

IFG Advisory, LLC

INCREASED

Shares4,304 from 4,302

Change+2 (+0%)

Value$482.0K (-$7.2K)

Filed 2026-11-09

Evolution Wealth Management Inc.

INCREASED

Shares4,240 from 3,902

Change+338 (+9%)

Value$474.8K (+$31.1K)

Filed 2026-10-28

Maltin Wealth Management, Inc.

INCREASED

Shares4,033 from 4,001

Change+32 (+1%)

Value$451.5K (-$3.3K)

Filed 2026-10-13

Tempus Wealth Planning, LLC

UNCHANGED

Shares3,906 from 3,906

Change0 (0%)

Value$437.4K (-$6.7K)

Filed 2026-10-14

GSG Advisors LLC

INCREASED

Shares3,898 from 3,873

Change+25 (+1%)

Value$436.5K (-$3.8K)

Filed 2026-11-03

Concurrent Investment Advisors, LLC

UNCHANGED

Shares3,845 from 3,845

Change0 (0%)

Value$430.5K (-$6.6K)

Filed 2026-10-16

Western Wealth Management, LLC

INCREASED

Shares3,839 from 3,831

Change+8 (+0%)

Value$429.9K (-$5.7K)

Filed 2026-11-09

Vise Technologies, Inc.

INCREASED

Shares3,773 from 1,988

Change+1,785 (+90%)

Value$422.5K (+$196.5K)

Filed 2026-10-29

Capital Advisors Wealth Management, LLC

DECREASED

Shares3,714 from 3,897

Change-183 (-5%)

Value$415.9K (-$27.1K)

Filed 2026-10-09

Tilson Financial Group, Inc.

INCREASED

Shares3,628 from 3,602

Change+26 (+1%)

Value$406.2K (-$3.3K)

Filed 2026-11-09

Nations Financial Group Inc,

INCREASED

Shares3,563 from 2,988

Change+575 (+19%)

Value$398.9K (+$59.3K)

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares3,469 from 3,369

Change+100 (+3%)

Value$394.5K (+$7.5K)

Filed 2026-10-13

Mullooly Asset Management, Inc.

INCREASED

Shares3,368 from 3,341

Change+27 (+1%)

Value$377.1K (-$2.7K)

Filed 2026-10-30

Tranquility Partners, LLC

UNCHANGED

Shares3,357 from 3,357

Change0 (0%)

Value$375.9K (-$5.8K)

Filed 2026-10-20

Schnieders Capital Management, Llc.

UNCHANGED

Shares3,340 from 3,340

Change0 (0%)

Value$374.0K (-$5.7K)

Filed 2026-11-09

Park Avenue Securities LLC

DECREASED

Shares3,165 from 3,251

Change-86 (-3%)

Value$354 (-$369.6K)

Filed 2026-10-26

Clear Trail Advisors, LLC

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$335.9K (-$5.1K)

Filed 2026-10-20

1834 Investment Advisors Co

NEW

Shares2,993

Change+2,993

Value$335.1K

Filed 2026-10-16

Ranch Capital Advisors Inc.

INCREASED

Shares2,889 from 2,875

Change+14 (+0%)

Value$323.4K (-$3.4K)

Filed 2026-11-09

Atria Investments, Inc

DECREASED

Shares2,792 from 3,023

Change-231 (-8%)

Value$312.6K (-$31.0K)

Filed 2026-10-15

Vaughan & Co Securities, Inc.

UNCHANGED

Shares2,763 from 2,763

Change0 (0%)

Value$309.4K (-$4.7K)

Filed 2026-10-23

Friday Financial

UNCHANGED

Shares2,754 from 2,754

Change0 (0%)

Value$308.5K (-$9.9K)

Filed 2026-10-09

Kestra Private Wealth Services, LLC

UNCHANGED

Shares2,655 from 2,655

Change0 (0%)

Value$297.3K (-$4.6K)

Filed 2026-11-06

Cooper Financial Group

DECREASED

Shares2,630 from 2,635

Change-5 (0%)

Value$294.5K (-$5.0K)

Filed 2026-10-07

Richardson Capital Management LLC

UNCHANGED

Shares2,543 from 2,543

Change0 (0%)

Value$284.7K (-$4.4K)

Filed 2026-10-23

Choreo, LLC

UNCHANGED

Shares2,505 from 2,505

Change0 (0%)

Value$280.5K (-$4.3K)

Filed 2026-10-28

Revisor Wealth Management LLC

UNCHANGED

Shares2,495 from 2,495

Change0 (0%)

Value$289.9K (+$6.3K)

Filed 2026-10-20

B. Riley Wealth Advisors, Inc.

INCREASED

Shares2,374 from 1,870

Change+504 (+27%)

Value$265.8K (+$51.8K)

Filed 2026-10-13

Cardiff Park Advisors, LLC

INCREASED

Shares2,371 from 2,362

Change+9 (+0%)

Value$265.5K (-$3.1K)

Filed 2026-11-09

Powers Advisory Group, LLC

INCREASED

Shares2,354 from 2,352

Change+2 (+0%)

Value$263.6K (-$3.8K)

Filed 2026-10-14

Signal Advisors Wealth, LLC

DECREASED

Shares2,333 from 2,671

Change-338 (-13%)

Value$261.3K (-$42.4K)

Filed 2026-10-13

J. L. Bainbridge & Co., Inc.

UNCHANGED

Shares2,306 from 2,306

Change0 (0%)

Value$258.2K (-$4.0K)

Filed 2026-10-20

Old National Bancorp

UNCHANGED

Shares2,306 from 2,306

Change0 (0%)

Value$258.2K (-$4.0K)

Filed 2026-10-20

US Bancorp \de\

UNCHANGED

Shares2,275 from 2,275

Change0 (0%)

Value$254.7K (-$3.9K)

Filed 2026-11-05

Apollon Wealth Management, LLC

DECREASED

Shares2,210 from 2,275

Change-65 (-3%)

Value$247.5K (-$11.1K)

Filed 2026-10-23

Oppenheimer & Co Inc

DECREASED

Shares2,096 from 2,182

Change-86 (-4%)

Value$234.7K (-$13.4K)

Filed 2026-10-26

Founders Financial Securities LLC

DECREASED

Shares2,084 from 2,089

Change-5 (0%)

Value$233.3K (-$4.1K)

Filed 2026-10-28

Delta Capital Management LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$224 (-$3)

Filed 2026-10-16

Institute for Wealth Management, Llc.

UNCHANGED

Shares1,936 from 1,936

Change0 (0%)

Value$216.8K (-$3.3K)

Filed 2026-11-06

Signature Estate & Investment Advisors LLC

INCREASED

Shares1,910 from 1,895

Change+15 (+1%)

Value$213.9K (-$1.5K)

Filed 2026-10-13

Great Valley Advisor Group, Inc.

INCREASED

Shares1,902 from 1,887

Change+15 (+1%)

Value$213.4K (-$1.4K)

Filed 2026-11-09

CV Advisors LLC

UNCHANGED

Shares1,900 from 1,900

Change0 (0%)

Value$212.7K (-$3.3K)

Filed 2026-10-13

Gemmer Asset Management LLC

UNCHANGED

Shares1,875 from 1,875

Change0 (0%)

Value$209.9K (-$3.2K)

Filed 2026-10-16

apricus wealth, LLC

NEW

Shares1,870

Change+1,870

Value$209.4K

Filed 2026-10-26

EverSource Wealth Advisors, LLC

INCREASED

Shares1,749 from 1

Change+1,748 (+174800%)

Value$195.8K (+$195.7K)

Filed 2026-11-04

CoreCap Advisors, LLC

DECREASED

Shares1,602 from 1,608

Change-6 (0%)

Value$179.4K (-$3.4K)

Filed 2026-10-08

Harbour Investments, Inc.

INCREASED

Shares1,426 from 1,091

Change+335 (+31%)

Value$159.7K (+$35.6K)

Filed 2026-11-09

Geneos Wealth Management Inc.

DECREASED

Shares1,385 from 1,418

Change-33 (-2%)

Value$155.0K (-$6.2K)

Filed 2026-11-09

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares1,368 from 1,368

Change0 (0%)

Value$153.2K (-$2.3K)

Filed 2026-10-27

Lanark Financial, Inc.

INCREASED

Shares1,239 from 1,238

Change+1 (+0%)

Value$138.7K (-$2.0K)

Filed 2026-10-26

Clearstead Advisors, LLC

UNCHANGED

Shares1,159 from 1,159

Change0 (0%)

Value$129.8K (-$2.0K)

Filed 2026-11-06

Halbert Hargrove Global Advisors, LLC

UNCHANGED

Shares1,102 from 1,102

Change0 (0%)

Value$123.4K (-$1.9K)

Filed 2026-10-16

Independence Bank of Kentucky

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$112.0K (-$1.7K)

Filed 2026-10-26

IFP Advisors, Inc

UNCHANGED

Shares977 from 977

Change0 (0%)

Value$109.4K (-$1.7K)

Filed 2026-10-16

Western Pacific Wealth Management, LP

UNCHANGED

Shares972 from 972

Change0 (0%)

Value$108.8K (-$1.7K)

Filed 2026-10-16

Citizens National Bank Trust Department

UNCHANGED

Shares939 from 939

Change0 (0%)

Value$105.1K (-$1.6K)

Filed 2026-11-04

Kentucky Trust Co

UNCHANGED

Shares914 from 914

Change0 (0%)

Value$102.3K (-$1.6K)

Filed 2026-10-15

Blue Trust, Inc.

DECREASED

Shares901 from 2,649

Change-1,748 (-66%)

Value$100.9K (-$200.3K)

Filed 2026-10-15

Triumph Capital Management

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$78.4K (-$1.2K)

Filed 2026-10-14

Allspring Global Investments Holdings, LLC

NEW

Shares642

Change+642

Value$72.1K

Filed 2026-11-04

Beacon Investment Advisory Services, Inc.

UNCHANGED

Shares525 from 525

Change0 (0%)

Value$58.8K (-$900)

Filed 2026-10-13

Salomon & Ludwin, LLC

UNCHANGED

Shares514 from 514

Change0 (0%)

Value$57.6K (-$981)

Filed 2026-10-29

Pathway Financial Advisers, LLC

NEW

Shares432

Change+432

Value$48.3K

Filed 2026-10-27

Larson Financial Group LLC

INCREASED

Shares395 from 394

Change+1 (+0%)

Value$44.2K (-$561)

Filed 2026-11-05

Private Trust Co NA

UNCHANGED

Shares384 from 384

Change0 (0%)

Value$43.0K (-$659)

Filed 2026-10-20

Versant Capital Management, Inc

UNCHANGED

Shares379 from 379

Change0 (0%)

Value$42.5K (-$651)

Filed 2026-10-02

Marshall & Sterling Wealth Advisors Inc.

NEW

Shares340

Change+340

Value$38.1K

Filed 2026-10-28

N.E.W. Advisory Services LLC

UNCHANGED

Shares309 from 309

Change0 (0%)

Value$34.6K (-$530)

Filed 2026-11-09

Financial Consulate, Inc

UNCHANGED

Shares295 from 295

Change0 (0%)

Value$33.0K (-$506)

Filed 2026-10-23

Gamma Investing LLC

UNCHANGED

Shares287 from 287

Change0 (0%)

Value$32.1K (-$493)

Filed 2026-10-08

Assetmark, Inc

DECREASED

Shares277 from 369

Change-92 (-25%)

Value$31.0K (-$10.9K)

Filed 2026-10-21

Migdal Insurance & Financial Holdings Ltd.

UNCHANGED

Shares270 from 270

Change0 (0%)

Value$30.2K (-$464)

Filed 2026-11-09

Silver Grove Financial Group, Inc.

INCREASED

Shares235 from 233

Change+2 (+1%)

Value$26.3K (-$189)

Filed 2026-11-05

Russell Investments Group, Ltd.

UNCHANGED

Shares216 from 216

Change0 (0%)

Value$24.2K (-$370)

Filed 2026-11-06

Compass Financial Management LLC

UNCHANGED

Shares174 from 174

Change0 (0%)

Value$19.5K (-$298)

Filed 2026-10-30

Bank of Montreal

UNCHANGED

Shares161 from 161

Change0 (0%)

Value$18.0K (-$276)

Filed 2026-11-09

Caldwell Trust Co

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$16.8K (-$257)

Filed 2026-10-30

GHP Investment Advisors, Inc.

UNCHANGED

Shares145 from 145

Change0 (0%)

Value$16.2K (-$249)

Filed 2026-10-15

Wealth Analytics Partners, LLC

NEW

Shares140

Change+140

Value$15.7K

Filed 2026-10-19

Hanson & Doremus Investment Management

UNCHANGED

Shares135 from 135

Change0 (0%)

Value$15 ($0)

Filed 2026-10-16

Key FInancial Inc

UNCHANGED

Shares124 from 124

Change0 (0%)

Value$13.9K (-$213)

Filed 2026-11-02

Reap Financial Group, LLC

UNCHANGED

Shares68 from 68

Change0 (0%)

Value$7.6K (-$117)

Filed 2026-11-02

Canton Hathaway, LLC

NEW

Shares43

Change+43

Value$4.8K

Filed 2026-10-23

Creative Financial Designs Inc

UNCHANGED

Shares34 from 34

Change0 (0%)

Value$3.8K (-$58)

Filed 2026-11-04

Catherine Avery Investment Management LLC

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$3.6K (-$55)

Filed 2026-10-14

Signaturefd, LLC

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$2.9K (-$45)

Filed 2026-10-23

Asset Dedication, LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$1.6K (-$24)

Filed 2026-11-03

Root Financial Partners, LLC

NEW

Shares4

Change+4

Value$448

Filed 2026-10-21

Glass Jacobson Investment Advisors llc

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$115 (-$1)

Filed 2026-10-26

SFG Wealth Management, Llc.

CLOSED

Shares0 from 8,226

Change-8,226 (-100%)

Value$0 (-$935.2K)

Filed 2026-10-23

Comprehensive Financial Consultants Institutional, Inc.

CLOSED

Shares0 from 3,465

Change-3,465 (-100%)

Value$0 (-$393.9K)

Filed 2026-10-15

Davenport & Co LLC

CLOSED

Shares0 from 2,509

Change-2,509 (-100%)

Value$0 (-$285.2K)

Filed 2026-10-14

Retireful, LLC

CLOSED

Shares0 from 2,117

Change-2,117 (-100%)

Value$0 (-$240.7K)

Filed 2026-10-09

Torren Management, LLC

CLOSED

Shares0 from 866

Change-866 (-100%)

Value$0 (-$98.5K)

Filed 2026-10-29

AdvisorNet Financial, Inc

CLOSED

Shares0 from 349

Change-349 (-100%)

Value$0 (-$39.7K)

Filed 2026-10-15

Park National Corp

CLOSED

Shares0 from 259

Change-259 (-100%)

Value$0 (-$29.4K)

Filed 2026-10-05

International Assets Investment Management, LLC

CLOSED

Shares0 from 165

Change-165 (-100%)

Value$0 (-$18.8K)

Filed 2026-11-02

Morgan Stanley

N/A

Shares— from 501,674

Change-501,674 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 474,272

Change-474,272 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 462,536

Change-462,536 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 424,978

Change-424,978 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 144,531

Change-144,531 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 123,250

Change-123,250 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 114,895

Change-114,895 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 108,599

Change-108,599 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 107,831

Change-107,831 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 97,102

Change-97,102 (-100%)

Value—

UBS Group AG

N/A

Shares— from 90,675

Change-90,675 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 80,276

Change-80,276 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 72,592

Change-72,592 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 69,704

Change-69,704 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 66,622

Change-66,622 (-100%)

Value—

1 North Wealth Services LLC

N/A

Shares— from 65,441

Change-65,441 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 64,790

Change-64,790 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 64,319

Change-64,319 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 62,669

Change-62,669 (-100%)

Value—

Wealthspire Retirement, LLC

N/A

Shares— from 56,008

Change-56,008 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 39,103

Change-39,103 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 38,924

Change-38,924 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 34,000

Change-34,000 (-100%)

Value—

JT Stratford LLC

N/A

Shares— from 33,223

Change-33,223 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 24,933

Change-24,933 (-100%)

Value—

Blair William & Co

N/A

Shares— from 21,895

Change-21,895 (-100%)

Value—

Commerce Bank

N/A

Shares— from 20,950

Change-20,950 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 20,749

Change-20,749 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 20,519

Change-20,519 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 17,220

Change-17,220 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 16,446

Change-16,446 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 15,304

Change-15,304 (-100%)

Value—

FMR LLC

N/A

Shares— from 15,263

Change-15,263 (-100%)

Value—

Keebeck Wealth Management

N/A

Shares— from 14,602

Change-14,602 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 13,757

Change-13,757 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 13,435

Change-13,435 (-100%)

Value—

Axis Wealth Partners, LLC

N/A

Shares— from 13,052

Change-13,052 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 12,571

Change-12,571 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 11,345

Change-11,345 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 10,409

Change-10,409 (-100%)

Value—

AssuredPartners Investment Advisors, LLC

N/A

Shares— from 10,242

Change-10,242 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 9,245

Change-9,245 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 9,200

Change-9,200 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 8,871

Change-8,871 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 8,203

Change-8,203 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 7,859

Change-7,859 (-100%)

Value—

Oxinas Partners, LLC

N/A

Shares— from 7,340

Change-7,340 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 6,995

Change-6,995 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 6,957

Change-6,957 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 6,828

Change-6,828 (-100%)

Value—

&partners

N/A

Shares— from 6,810

Change-6,810 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 6,764

Change-6,764 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 6,205

Change-6,205 (-100%)

Value—

Passive Capital Management, Llc.

N/A

Shares— from 5,762

Change-5,762 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 5,252

Change-5,252 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 5,222

Change-5,222 (-100%)

Value—

Elk River Wealth Management LLC

N/A

Shares— from 4,742

Change-4,742 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 4,501

Change-4,501 (-100%)

Value—

EFG International AG

N/A

Shares— from 4,449

Change-4,449 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 4,195

Change-4,195 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 4,072

Change-4,072 (-100%)

Value—

17 Capital Partners, LLC

N/A

Shares— from 3,793

Change-3,793 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 3,651

Change-3,651 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 3,479

Change-3,479 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 3,455

Change-3,455 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 3,141

Change-3,141 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 2,989

Change-2,989 (-100%)

Value—

Interactive Financial Advisors, Inc.

N/A

Shares— from 2,862

Change-2,862 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 2,859

Change-2,859 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 2,843

Change-2,843 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 2,784

Change-2,784 (-100%)

Value—

MOR Wealth Management, LLC

N/A

Shares— from 2,724

Change-2,724 (-100%)

Value—

Wick Capital Partners, LLC

N/A

Shares— from 2,691

Change-2,691 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 2,527

Change-2,527 (-100%)

Value—

Stephens Inc

N/A

Shares— from 2,500

Change-2,500 (-100%)

Value—

Webster Bank, N. A.

N/A

Shares— from 2,240

Change-2,240 (-100%)

Value—

Bank of the Bluegrass & Trust Co.

N/A

Shares— from 2,091

Change-2,091 (-100%)

Value—

Fort Point Capital Partners LLC

N/A

Shares— from 2,036

Change-2,036 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 2,017

Change-2,017 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 1,955

Change-1,955 (-100%)

Value—

PMG Wealth Management, Inc.

N/A

Shares— from 1,950

Change-1,950 (-100%)

Value—

Avant Capital LLC

N/A

Shares— from 1,859

Change-1,859 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 1,817

Change-1,817 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 1,802

Change-1,802 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 1,778

Change-1,778 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,356

Change-1,356 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1,255

Change-1,255 (-100%)

Value—

Gunpowder Capital Management, LLC dba Oliver Wealth Management

N/A

Shares— from 1,081

Change-1,081 (-100%)

Value—

Parvin Asset Management, LLC

N/A

Shares— from 938

Change-938 (-100%)

Value—

Steigerwald, Gordon & Koch Inc.

N/A

Shares— from 912

Change-912 (-100%)

Value—

BOK Financial Private Wealth, Inc.

N/A

Shares— from 827

Change-827 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 707

Change-707 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 514

Change-514 (-100%)

Value—

Pursuit Wealth Strategies, LLC

N/A

Shares— from 503

Change-503 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 500

Change-500 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 469

Change-469 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 446

Change-446 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 416

Change-416 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 408

Change-408 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 395

Change-395 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 325

Change-325 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 300

Change-300 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 270

Change-270 (-100%)

Value—

Orion Capital Management LLC

N/A

Shares— from 244

Change-244 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 194

Change-194 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 182

Change-182 (-100%)

Value—

Cbiz Investment Advisory Services, LLC

N/A

Shares— from 167

Change-167 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 125

Change-125 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 43

Change-43 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 23

Change-23 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	642,989	396,419	+246,570	+62%	$45.1M	$72.0M	+$26.9M	2026-11-06
Linscomb Wealth, Inc.	DECREASED	283,360	289,052	-5,692	-2%	$32.9M	$31.7M	-$1.1M	2026-11-05
Kestra Advisory Services, LLC	INCREASED	252,069	235,268	+16,801	+7%	$26.7M	$28.2M	+$1.5M	2026-11-02
MB, Levis & Associates, LLC	INCREASED	159,183	158,666	+517	+0%	$18.0M	$17.8M	-$214.2K	2026-10-16
Stonebridge Wealth Management, LLC	INCREASED	85,976	85,714	+262	+0%	$9.7M	$9.6M	-$117.6K	2026-10-09
Precedent Wealth Partners, LLC	INCREASED	57,364	55,000	+2,364	+4%	$6.3M	$6.4M	+$170.4K	2026-10-21
Evanson Financial, LLC	DECREASED	56,374	76,243	-19,869	-26%	$8.7M	$6.3M	-$2.4M	2026-10-23
FFG Retirement Advisors LLC	INCREASED	44,944	44,787	+157	+0%	$5.1M	$5.0M	-$59.2K	2026-10-20
Truist Financial Corp	INCREASED	41,638	41,267	+371	+1%	$4.7M	$4.7M	-$29.2K	2026-10-30
Commonwealth Equity Services, LLC	INCREASED	40,794	39,769	+1,025	+3%	$4.5M	$4.6M	+$46.6K	2026-11-02
D.A. Davidson & Co.	INCREASED	39,895	33,409	+6,486	+19%	$3.8M	$4.5M	+$669.0K	2026-10-28
Catalyst Investment Management LLC	INCREASED	37,077	35,494	+1,583	+4%	$4.0M	$4.2M	+$116.4K	2026-10-21
Cambridge Investment Research Advisors, Inc.	DECREASED	36,120	40,422	-4,302	-11%	$4.6M	$4.0K	-$4.6M	2026-11-02
Creative Planning	INCREASED	34,602	33,438	+1,164	+3%	$3.8M	$3.9M	+$73.0K	2026-11-02
Avidian Wealth Enterprises, LLC	DECREASED	30,414	30,416	-2	0%	$3.5M	$3.4M	-$52.3K	2026-10-08
LVM Capital Management LTD	DECREASED	28,497	28,687	-190	-1%	$3.3K	$3.2M	+$3.2M	2026-10-20
Apella Capital, LLC	DECREASED	25,972	26,102	-130	0%	$3.0M	$2.9M	-$99.7K	2026-10-08
Invenio Wealth Partners LLC	DECREASED	25,862	25,922	-60	0%	$2.9M	$2.9M	-$51.2K	2026-10-20
Central Trust Co	DECREASED	20,568	21,299	-731	-3%	$2.4M	$2.3M	-$118.4K	2026-11-05
Fortune Financial Group, Inc.	INCREASED	20,450	8,908	+11,542	+130%	$1.0M	$2.3M	+$1.3M	2026-10-22
Dynamic Advisor Solutions LLC	INCREASED	20,240	17,175	+3,065	+18%	$2.0M	$2.3M	+$313.7K	2026-10-13
Avantax Planning Partners, Inc.	DECREASED	20,145	20,285	-140	-1%	$2.3M	$2.3M	-$50.4K	2026-11-03
Virtus Family Office LLC	INCREASED	16,667	16,296	+371	+2%	$1.9M	$1.9M	+$13.6K	2026-10-30
J.W. Cole Advisors, Inc.	INCREASED	16,618	16,128	+490	+3%	$1.8M	$1.9M	+$27.3K	2026-11-05
Dickmeyer Boyce Financial Management, Inc.	INCREASED	15,664	14,996	+668	+4%	$1.7M	$1.8M	+$49.1K	2026-10-08
Cherry Tree Wealth Management, LLC	DECREASED	15,651	16,249	-598	-4%	$1.8M	$1.8M	-$94.8K	2026-10-15
Community Bank, N.A.	UNCHANGED	15,210	15,210	0	0%	$1.7M	$1.7M	-$26.0K	2026-11-06
Barnes Wealth Management Group, Inc	DECREASED	15,102	15,487	-385	-2%	$1.8M	$1.7M	-$69.8K	2026-11-09
Uhlmann Price Securities, LLC	INCREASED	14,800	12,549	+2,251	+18%	$1.4M	$1.7M	+$230.3K	2026-11-03
Pension & Wealth Management Advisors, Inc.	DECREASED	13,676	14,105	-429	-3%	$1.6M	$1.5M	-$72.2K	2026-10-16
Americana Partners, LLC	UNCHANGED	12,150	12,150	0	0%	$1.4M	$1.4M	-$20.8K	2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	UNCHANGED	11,557	11,557	0	0%	$1.3M	$1.3M	-$19.8K	2026-10-27
Melone Private Wealth, LLC	INCREASED	10,526	10,509	+17	+0%	$1.2M	$1.2M	-$16.1K	2026-10-16
Merit Financial Group, LLC	DECREASED	10,072	11,466	-1,394	-12%	$1.3M	$1.1M	-$175.8K	2026-11-06
SBI Securities Co., Ltd.	INCREASED	9,330	9,180	+150	+2%	$1.0M	$1.0M	+$1.1K	2026-10-22
Savant Capital, LLC	DECREASED	8,334	12,748	-4,414	-35%	$1.4M	$933.2K	-$493.9K	2026-11-06
TFC Financial Management, Inc.	DECREASED	7,830	7,986	-156	-2%	$907.9K	$876.8K	-$31.1K	2026-10-26
Capital Advisors, Ltd. LLC	INCREASED	7,510	7,501	+9	+0%	$853	$841	-$12	2026-10-27
Farther Finance Advisors, LLC	DECREASED	7,264	8,189	-925	-11%	$931.0K	$813.4K	-$117.6K	2026-10-08
Fifth Third Bancorp	DECREASED	7,108	7,261	-153	-2%	$825.5K	$795.9K	-$29.6K	2026-11-05
ShoreHaven Wealth Partners, LLC	DECREASED	7,038	7,804	-766	-10%	$887.2K	$788.0K	-$99.2K	2026-10-16
Caldwell Sutter Capital, Inc.	INCREASED	6,568	4,753	+1,815	+38%	$540.3K	$735.4K	+$195.1K	2026-11-09
Compass Capital Management, Inc	INCREASED	6,550	3,000	+3,550	+118%	$341.1K	$733.4K	+$392.4K	2026-11-06
Clearwater Capital Advisors, LLC	UNCHANGED	5,919	5,919	0	0%	$672.9K	$662.8K	-$10.2K	2026-11-06
MSH Capital Advisors LLC	INCREASED	5,425	5,306	+119	+2%	$603.2K	$607.4K	+$4.2K	2026-11-03
Coldstream Capital Management Inc	UNCHANGED	5,298	5,298	0	0%	$602.3K	$593.2K	-$9.1K	2026-11-09
Capital Investment Advisors, LLC	INCREASED	5,227	4,347	+880	+20%	$494.2K	$585.2K	+$91.0K	2026-10-22
Flagship Harbor Advisors, LLC	INCREASED	5,219	5,211	+8	+0%	$592.4K	$584.4K	-$8.0K	2026-10-26
Avestar Capital, LLC	INCREASED	5,002	4,958	+44	+1%	$563.6K	$560.1K	-$3.6K	2026-10-28
Relyea Zuckerberg Hanson LLC	UNCHANGED	4,891	4,891	0	0%	$556.0K	$547.6K	-$8.4K	2026-10-20
Nelson Capital Management, LLC	UNCHANGED	4,700	4,700	0	0%	$534.3K	$526.3K	-$8.1K	2026-11-09
Harfst & Associates, Inc.	UNCHANGED	4,676	4,676	0	0%	$531.6K	$523.6K	-$8.0K	2026-10-20
AlphaCore Capital LLC	DECREASED	4,602	4,742	-140	-3%	$539.1K	$515.3K	-$23.8K	2026-11-04
Avior Wealth Management, LLC	DECREASED	4,494	4,496	-2	0%	$511.1K	$503.2K	-$7.9K	2026-10-13
IFG Advisory, LLC	INCREASED	4,304	4,302	+2	+0%	$489.1K	$482.0K	-$7.2K	2026-11-09
Evolution Wealth Management Inc.	INCREASED	4,240	3,902	+338	+9%	$443.7K	$474.8K	+$31.1K	2026-10-28
Maltin Wealth Management, Inc.	INCREASED	4,033	4,001	+32	+1%	$454.8K	$451.5K	-$3.3K	2026-10-13
Tempus Wealth Planning, LLC	UNCHANGED	3,906	3,906	0	0%	$444.1K	$437.4K	-$6.7K	2026-10-14
GSG Advisors LLC	INCREASED	3,898	3,873	+25	+1%	$440.3K	$436.5K	-$3.8K	2026-11-03
Concurrent Investment Advisors, LLC	UNCHANGED	3,845	3,845	0	0%	$437.1K	$430.5K	-$6.6K	2026-10-16
Western Wealth Management, LLC	INCREASED	3,839	3,831	+8	+0%	$435.6K	$429.9K	-$5.7K	2026-11-09
Vise Technologies, Inc.	INCREASED	3,773	1,988	+1,785	+90%	$226.0K	$422.5K	+$196.5K	2026-10-29
Capital Advisors Wealth Management, LLC	DECREASED	3,714	3,897	-183	-5%	$443.0K	$415.9K	-$27.1K	2026-10-09
Tilson Financial Group, Inc.	INCREASED	3,628	3,602	+26	+1%	$409.4K	$406.2K	-$3.3K	2026-11-09
Nations Financial Group Inc,	INCREASED	3,563	2,988	+575	+19%	$339.7K	$398.9K	+$59.3K	2026-11-05
Wealth Enhancement Advisory Services, LLC	INCREASED	3,469	3,369	+100	+3%	$387.0K	$394.5K	+$7.5K	2026-10-13
Mullooly Asset Management, Inc.	INCREASED	3,368	3,341	+27	+1%	$379.8K	$377.1K	-$2.7K	2026-10-30
Tranquility Partners, LLC	UNCHANGED	3,357	3,357	0	0%	$381.6K	$375.9K	-$5.8K	2026-10-20
Schnieders Capital Management, Llc.	UNCHANGED	3,340	3,340	0	0%	$379.7K	$374.0K	-$5.7K	2026-11-09
Park Avenue Securities LLC	DECREASED	3,165	3,251	-86	-3%	$370.0K	$354	-$369.6K	2026-10-26
Clear Trail Advisors, LLC	UNCHANGED	3,000	3,000	0	0%	$341.1K	$335.9K	-$5.1K	2026-10-20
1834 Investment Advisors Co	NEW	2,993	—	+2,993	—	—	$335.1K	—	2026-10-16
Ranch Capital Advisors Inc.	INCREASED	2,889	2,875	+14	+0%	$326.8K	$323.4K	-$3.4K	2026-11-09
Atria Investments, Inc	DECREASED	2,792	3,023	-231	-8%	$343.7K	$312.6K	-$31.0K	2026-10-15
Vaughan & Co Securities, Inc.	UNCHANGED	2,763	2,763	0	0%	$314.1K	$309.4K	-$4.7K	2026-10-23
Friday Financial	UNCHANGED	2,754	2,754	0	0%	$318.4K	$308.5K	-$9.9K	2026-10-09
Kestra Private Wealth Services, LLC	UNCHANGED	2,655	2,655	0	0%	$301.8K	$297.3K	-$4.6K	2026-11-06
Cooper Financial Group	DECREASED	2,630	2,635	-5	0%	$299.6K	$294.5K	-$5.0K	2026-10-07
Richardson Capital Management LLC	UNCHANGED	2,543	2,543	0	0%	$289.1K	$284.7K	-$4.4K	2026-10-23
Choreo, LLC	UNCHANGED	2,505	2,505	0	0%	$284.8K	$280.5K	-$4.3K	2026-10-28
Revisor Wealth Management LLC	UNCHANGED	2,495	2,495	0	0%	$283.6K	$289.9K	+$6.3K	2026-10-20
B. Riley Wealth Advisors, Inc.	INCREASED	2,374	1,870	+504	+27%	$214.0K	$265.8K	+$51.8K	2026-10-13
Cardiff Park Advisors, LLC	INCREASED	2,371	2,362	+9	+0%	$268.5K	$265.5K	-$3.1K	2026-11-09
Powers Advisory Group, LLC	INCREASED	2,354	2,352	+2	+0%	$267.4K	$263.6K	-$3.8K	2026-10-14
Signal Advisors Wealth, LLC	DECREASED	2,333	2,671	-338	-13%	$303.7K	$261.3K	-$42.4K	2026-10-13
J. L. Bainbridge & Co., Inc.	UNCHANGED	2,306	2,306	0	0%	$262.2K	$258.2K	-$4.0K	2026-10-20
Old National Bancorp	UNCHANGED	2,306	2,306	0	0%	$262.2K	$258.2K	-$4.0K	2026-10-20
US Bancorp \de\	UNCHANGED	2,275	2,275	0	0%	$258.6K	$254.7K	-$3.9K	2026-11-05
Apollon Wealth Management, LLC	DECREASED	2,210	2,275	-65	-3%	$258.6K	$247.5K	-$11.1K	2026-10-23
Oppenheimer & Co Inc	DECREASED	2,096	2,182	-86	-4%	$248.1K	$234.7K	-$13.4K	2026-10-26
Founders Financial Securities LLC	DECREASED	2,084	2,089	-5	0%	$237.5K	$233.3K	-$4.1K	2026-10-28
Delta Capital Management LLC	UNCHANGED	2,000	2,000	0	0%	$227	$224	-$3	2026-10-16
Institute for Wealth Management, Llc.	UNCHANGED	1,936	1,936	0	0%	$220.1K	$216.8K	-$3.3K	2026-11-06
Signature Estate & Investment Advisors LLC	INCREASED	1,910	1,895	+15	+1%	$215.4K	$213.9K	-$1.5K	2026-10-13
Great Valley Advisor Group, Inc.	INCREASED	1,902	1,887	+15	+1%	$214.8K	$213.4K	-$1.4K	2026-11-09
CV Advisors LLC	UNCHANGED	1,900	1,900	0	0%	$216.0K	$212.7K	-$3.3K	2026-10-13
Gemmer Asset Management LLC	UNCHANGED	1,875	1,875	0	0%	$213.2K	$209.9K	-$3.2K	2026-10-16
apricus wealth, LLC	NEW	1,870	—	+1,870	—	—	$209.4K	—	2026-10-26
EverSource Wealth Advisors, LLC	INCREASED	1,749	1	+1,748	+174800%	$114	$195.8K	+$195.7K	2026-11-04
CoreCap Advisors, LLC	DECREASED	1,602	1,608	-6	0%	$182.8K	$179.4K	-$3.4K	2026-10-08
Harbour Investments, Inc.	INCREASED	1,426	1,091	+335	+31%	$124.0K	$159.7K	+$35.6K	2026-11-09
Geneos Wealth Management Inc.	DECREASED	1,385	1,418	-33	-2%	$161.2K	$155.0K	-$6.2K	2026-11-09
Cassaday & Co Wealth Management LLC	UNCHANGED	1,368	1,368	0	0%	$155.5K	$153.2K	-$2.3K	2026-10-27
Lanark Financial, Inc.	INCREASED	1,239	1,238	+1	+0%	$140.7K	$138.7K	-$2.0K	2026-10-26
Clearstead Advisors, LLC	UNCHANGED	1,159	1,159	0	0%	$131.8K	$129.8K	-$2.0K	2026-11-06
Halbert Hargrove Global Advisors, LLC	UNCHANGED	1,102	1,102	0	0%	$125.3K	$123.4K	-$1.9K	2026-10-16
Independence Bank of Kentucky	UNCHANGED	1,000	1,000	0	0%	$113.7K	$112.0K	-$1.7K	2026-10-26
IFP Advisors, Inc	UNCHANGED	977	977	0	0%	$111.1K	$109.4K	-$1.7K	2026-10-16
Western Pacific Wealth Management, LP	UNCHANGED	972	972	0	0%	$110.5K	$108.8K	-$1.7K	2026-10-16
Citizens National Bank Trust Department	UNCHANGED	939	939	0	0%	$106.8K	$105.1K	-$1.6K	2026-11-04
Kentucky Trust Co	UNCHANGED	914	914	0	0%	$103.9K	$102.3K	-$1.6K	2026-10-15
Blue Trust, Inc.	DECREASED	901	2,649	-1,748	-66%	$301.2K	$100.9K	-$200.3K	2026-10-15
Triumph Capital Management	UNCHANGED	700	700	0	0%	$79.6K	$78.4K	-$1.2K	2026-10-14
Allspring Global Investments Holdings, LLC	NEW	642	—	+642	—	—	$72.1K	—	2026-11-04
Beacon Investment Advisory Services, Inc.	UNCHANGED	525	525	0	0%	$59.7K	$58.8K	-$900	2026-10-13
Salomon & Ludwin, LLC	UNCHANGED	514	514	0	0%	$58.5K	$57.6K	-$981	2026-10-29
Pathway Financial Advisers, LLC	NEW	432	—	+432	—	—	$48.3K	—	2026-10-27
Larson Financial Group LLC	INCREASED	395	394	+1	+0%	$44.7K	$44.2K	-$561	2026-11-05
Private Trust Co NA	UNCHANGED	384	384	0	0%	$43.7K	$43.0K	-$659	2026-10-20
Versant Capital Management, Inc	UNCHANGED	379	379	0	0%	$43.1K	$42.5K	-$651	2026-10-02
Marshall & Sterling Wealth Advisors Inc.	NEW	340	—	+340	—	—	$38.1K	—	2026-10-28
N.E.W. Advisory Services LLC	UNCHANGED	309	309	0	0%	$35.2K	$34.6K	-$530	2026-11-09
Financial Consulate, Inc	UNCHANGED	295	295	0	0%	$33.5K	$33.0K	-$506	2026-10-23
Gamma Investing LLC	UNCHANGED	287	287	0	0%	$32.6K	$32.1K	-$493	2026-10-08
Assetmark, Inc	DECREASED	277	369	-92	-25%	$41.9K	$31.0K	-$10.9K	2026-10-21
Migdal Insurance & Financial Holdings Ltd.	UNCHANGED	270	270	0	0%	$30.7K	$30.2K	-$464	2026-11-09
Silver Grove Financial Group, Inc.	INCREASED	235	233	+2	+1%	$26.5K	$26.3K	-$189	2026-11-05
Russell Investments Group, Ltd.	UNCHANGED	216	216	0	0%	$24.6K	$24.2K	-$370	2026-11-06
Compass Financial Management LLC	UNCHANGED	174	174	0	0%	$19.8K	$19.5K	-$298	2026-10-30
Bank of Montreal	UNCHANGED	161	161	0	0%	$18.3K	$18.0K	-$276	2026-11-09
Caldwell Trust Co	UNCHANGED	150	150	0	0%	$17.1K	$16.8K	-$257	2026-10-30
GHP Investment Advisors, Inc.	UNCHANGED	145	145	0	0%	$16.5K	$16.2K	-$249	2026-10-15
Wealth Analytics Partners, LLC	NEW	140	—	+140	—	—	$15.7K	—	2026-10-19
Hanson & Doremus Investment Management	UNCHANGED	135	135	0	0%	$15	$15	$0	2026-10-16
Key FInancial Inc	UNCHANGED	124	124	0	0%	$14.1K	$13.9K	-$213	2026-11-02
Reap Financial Group, LLC	UNCHANGED	68	68	0	0%	$7.7K	$7.6K	-$117	2026-11-02
Canton Hathaway, LLC	NEW	43	—	+43	—	—	$4.8K	—	2026-10-23
Creative Financial Designs Inc	UNCHANGED	34	34	0	0%	$3.9K	$3.8K	-$58	2026-11-04
Catherine Avery Investment Management LLC	UNCHANGED	32	32	0	0%	$3.6K	$3.6K	-$55	2026-10-14
Signaturefd, LLC	UNCHANGED	26	26	0	0%	$3.0K	$2.9K	-$45	2026-10-23
Asset Dedication, LLC	UNCHANGED	14	14	0	0%	$1.6K	$1.6K	-$24	2026-11-03
Root Financial Partners, LLC	NEW	4	—	+4	—	—	$448	—	2026-10-21
Glass Jacobson Investment Advisors llc	UNCHANGED	1	1	0	0%	$116	$115	-$1	2026-10-26
SFG Wealth Management, Llc.	CLOSED	0	8,226	-8,226	-100%	$935.2K	$0	-$935.2K	2026-10-23
Comprehensive Financial Consultants Institutional, Inc.	CLOSED	0	3,465	-3,465	-100%	$393.9K	$0	-$393.9K	2026-10-15
Davenport & Co LLC	CLOSED	0	2,509	-2,509	-100%	$285.2K	$0	-$285.2K	2026-10-14
Retireful, LLC	CLOSED	0	2,117	-2,117	-100%	$240.7K	$0	-$240.7K	2026-10-09
Torren Management, LLC	CLOSED	0	866	-866	-100%	$98.5K	$0	-$98.5K	2026-10-29
AdvisorNet Financial, Inc	CLOSED	0	349	-349	-100%	$39.7K	$0	-$39.7K	2026-10-15
Park National Corp	CLOSED	0	259	-259	-100%	$29.4K	$0	-$29.4K	2026-10-05
International Assets Investment Management, LLC	CLOSED	0	165	-165	-100%	$18.8K	$0	-$18.8K	2026-11-02
Morgan Stanley	N/A	—	501,674	-501,674	-100%	$57.0M	—	—	—
Bank of America Corp	N/A	—	474,272	-474,272	-100%	$53.9M	—	—	—
Wells Fargo & Company	N/A	—	462,536	-462,536	-100%	$52.6M	—	—	—
Cetera Investment Advisers	N/A	—	424,978	-424,978	-100%	$48.3M	—	—	—
Focus Partners Wealth	N/A	—	144,531	-144,531	-100%	$16.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	123,250	-123,250	-100%	$14.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	114,895	-114,895	-100%	$13.1M	—	—	—
Ameriprise Financial Inc	N/A	—	108,599	-108,599	-100%	$12.3M	—	—	—
Raymond James Financial Inc	N/A	—	107,831	-107,831	-100%	$12.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	97,102	-97,102	-100%	$11.0M	—	—	—
UBS Group AG	N/A	—	90,675	-90,675	-100%	$10.3M	—	—	—
NewEdge Advisors, LLC	N/A	—	80,276	-80,276	-100%	$9.1M	—	—	—
Mariner, LLC	N/A	—	72,592	-72,592	-100%	$8.3M	—	—	—
Royal Bank of Canada	N/A	—	69,704	-69,704	-100%	$7.9M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	66,622	-66,622	-100%	$7.6M	—	—	—
1 North Wealth Services LLC	N/A	—	65,441	-65,441	-100%	$7.4M	—	—	—
JPMorgan Chase & Co	N/A	—	64,790	-64,790	-100%	$7.4M	—	—	—
Global Retirement Partners, LLC	N/A	—	64,319	-64,319	-100%	$7.3M	—	—	—
Private Advisor Group, LLC	N/A	—	62,669	-62,669	-100%	$7.1M	—	—	—
Wealthspire Retirement, LLC	N/A	—	56,008	-56,008	-100%	$6.4M	—	—	—
Captrust Financial Advisors	N/A	—	39,103	-39,103	-100%	$4.4M	—	—	—
Jones Financial Companies Lllp	N/A	—	38,924	-38,924	-100%	$4.5M	—	—	—
Mutual Advisors, LLC	N/A	—	34,000	-34,000	-100%	$3.9M	—	—	—
JT Stratford LLC	N/A	—	33,223	-33,223	-100%	$3.8M	—	—	—
HighTower Advisors, LLC	N/A	—	24,933	-24,933	-100%	$2.8M	—	—	—
Blair William & Co	N/A	—	21,895	-21,895	-100%	$2.5M	—	—	—
Commerce Bank	N/A	—	20,950	-20,950	-100%	$2.4M	—	—	—
Janney Montgomery Scott LLC	N/A	—	20,749	-20,749	-100%	$2.4M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	20,519	-20,519	-100%	$2.3M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	17,220	-17,220	-100%	$2.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	16,446	-16,446	-100%	$1.9M	—	—	—
World Investment Advisors	N/A	—	15,304	-15,304	-100%	$1.7M	—	—	—
FMR LLC	N/A	—	15,263	-15,263	-100%	$1.7M	—	—	—
Keebeck Wealth Management	N/A	—	14,602	-14,602	-100%	$1.7M	—	—	—
Huntington National Bank	N/A	—	13,757	-13,757	-100%	$1.6M	—	—	—
MML Investors Services, LLC	N/A	—	13,435	-13,435	-100%	$1.5M	—	—	—
Axis Wealth Partners, LLC	N/A	—	13,052	-13,052	-100%	$1.5M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	12,571	-12,571	-100%	$1.4M	—	—	—
Northern Trust Corp	N/A	—	11,345	-11,345	-100%	$1.3M	—	—	—
Stifel Financial Corp	N/A	—	10,409	-10,409	-100%	$1.2M	—	—	—
AssuredPartners Investment Advisors, LLC	N/A	—	10,242	-10,242	-100%	$1.2M	—	—	—
Waverly Advisors, LLC	N/A	—	9,245	-9,245	-100%	$1.1M	—	—	—
Mercer Global Advisors Inc	N/A	—	9,200	-9,200	-100%	$1.0M	—	—	—
Advisory Services Network, LLC	N/A	—	8,871	-8,871	-100%	$1.0M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	8,203	-8,203	-100%	$932.6K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	7,859	-7,859	-100%	$893.5K	—	—	—
Oxinas Partners, LLC	N/A	—	7,340	-7,340	-100%	$834.4K	—	—	—
Cerity Partners LLC	N/A	—	6,995	-6,995	-100%	$795.2K	—	—	—
Sanctuary Advisors, LLC	N/A	—	6,957	-6,957	-100%	$790.9K	—	—	—
Arax Advisory Partners	N/A	—	6,828	-6,828	-100%	$776.2K	—	—	—
&partners	N/A	—	6,810	-6,810	-100%	$774.2K	—	—	—
Maridea Wealth Management LLC	N/A	—	6,764	-6,764	-100%	$769.0K	—	—	—
AQR Capital Management LLC	N/A	—	6,205	-6,205	-100%	$705.4K	—	—	—
Passive Capital Management, Llc.	N/A	—	5,762	-5,762	-100%	$586.7K	—	—	—
Main Street Financial Solutions, LLC	N/A	—	5,252	-5,252	-100%	$597.0K	—	—	—
Wealthspire Advisors, LLC	N/A	—	5,222	-5,222	-100%	$593.7K	—	—	—
Elk River Wealth Management LLC	N/A	—	4,742	-4,742	-100%	$539.1K	—	—	—
National Bank of Canada	N/A	—	4,501	-4,501	-100%	$511.3K	—	—	—
EFG International AG	N/A	—	4,449	-4,449	-100%	$505.8K	—	—	—
Fiduciary Trust Co	N/A	—	4,195	-4,195	-100%	$476.9K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	4,072	-4,072	-100%	$462.9K	—	—	—
17 Capital Partners, LLC	N/A	—	3,793	-3,793	-100%	$431.2K	—	—	—
BlackRock, Inc.	N/A	—	3,651	-3,651	-100%	$415.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	3,479	-3,479	-100%	$395.5K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	3,455	-3,455	-100%	$392.8K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	3,141	-3,141	-100%	$356.9K	—	—	—
Equitable Holdings, Inc.	N/A	—	2,989	-2,989	-100%	$339.8K	—	—	—
Interactive Financial Advisors, Inc.	N/A	—	2,862	-2,862	-100%	$313.5K	—	—	—
Summit Financial, LLC	N/A	—	2,859	-2,859	-100%	$325.0K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	2,843	-2,843	-100%	$323.3K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	2,784	-2,784	-100%	$316.5K	—	—	—
MOR Wealth Management, LLC	N/A	—	2,724	-2,724	-100%	$309.7K	—	—	—
Wick Capital Partners, LLC	N/A	—	2,691	-2,691	-100%	$305.9K	—	—	—
IEQ Capital, LLC	N/A	—	2,527	-2,527	-100%	$287.3K	—	—	—
Stephens Inc	N/A	—	2,500	-2,500	-100%	$284.2K	—	—	—
Webster Bank, N. A.	N/A	—	2,240	-2,240	-100%	$254.7K	—	—	—
Bank of the Bluegrass & Trust Co.	N/A	—	2,091	-2,091	-100%	$234.1K	—	—	—
Fort Point Capital Partners LLC	N/A	—	2,036	-2,036	-100%	$226.9K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	2,017	-2,017	-100%	$229.3K	—	—	—
MidFirst Bank	N/A	—	1,955	-1,955	-100%	$222.3K	—	—	—
PMG Wealth Management, Inc.	N/A	—	1,950	-1,950	-100%	$221.7K	—	—	—
Avant Capital LLC	N/A	—	1,859	-1,859	-100%	$211.4K	—	—	—
Horizon Investments, LLC	N/A	—	1,817	-1,817	-100%	$206.0K	—	—	—
Cresset Asset Management, LLC	N/A	—	1,802	-1,802	-100%	$204.9K	—	—	—
Arkadios Wealth Advisors	N/A	—	1,778	-1,778	-100%	$202.1K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,356	-1,356	-100%	$154.2K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1,255	-1,255	-100%	$142.7K	—	—	—
Gunpowder Capital Management, LLC dba Oliver Wealth Management	N/A	—	1,081	-1,081	-100%	$122.9K	—	—	—
Parvin Asset Management, LLC	N/A	—	938	-938	-100%	$106.6K	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	912	-912	-100%	$103.6K	—	—	—
BOK Financial Private Wealth, Inc.	N/A	—	827	-827	-100%	$94.0K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	707	-707	-100%	$80.4K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	514	-514	-100%	$58.5K	—	—	—
Pursuit Wealth Strategies, LLC	N/A	—	503	-503	-100%	$57.2K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	500	-500	-100%	$56.8K	—	—	—
Crews Bank & Trust	N/A	—	469	-469	-100%	$53.3K	—	—	—
Colonial Trust Co / SC	N/A	—	446	-446	-100%	$50.7K	—	—	—
Rothschild Investment LLC	N/A	—	416	-416	-100%	$47.3K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	408	-408	-100%	$46.4K	—	—	—
Founders Financial Alliance, LLC	N/A	—	395	-395	-100%	$44.9K	—	—	—
Ancora Advisors LLCA	N/A	—	325	-325	-100%	$36.9K	—	—	—
Glenmede Trust Co NA	N/A	—	300	-300	-100%	$34.1K	—	—	—
BFC Planning, Inc.	N/A	—	270	-270	-100%	$30.7K	—	—	—
Orion Capital Management LLC	N/A	—	244	-244	-100%	$27.7K	—	—	—
AE Wealth Management LLC	N/A	—	194	-194	-100%	$22.1K	—	—	—
Synergy Investment Management, LLC	N/A	—	182	-182	-100%	$20.7K	—	—	—
Cbiz Investment Advisory Services, LLC	N/A	—	167	-167	-100%	$18.2K	—	—	—
Rialto Wealth Management, LLC	N/A	—	125	-125	-100%	$14.2K	—	—	—
Qube Research & Technologies Ltd	N/A	—	43	-43	-100%	$4.9K	—	—	—
Smartleaf Asset Management LLC	N/A	—	23	-23	-100%	$2.6K	—	—	—

Showing 261 of 261 institutions