Wisdomtree EM Small Cap (DGS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Creative Planning

DECREASED

Shares3,764,637 from 3,960,885

Change-196,248 (-5%)

Value$237.8M (-$18.5M)

Filed 2026-11-02

Unison Advisors LLC

INCREASED

Shares450,957 from 448,588

Change+2,369 (+1%)

Value$28.5M (-$536.7K)

Filed 2026-10-29

LPL Financial LLC

INCREASED

Shares405,320 from 402,845

Change+2,475 (+1%)

Value$25.6M (-$460.0K)

Filed 2026-11-06

Fifth Third Bancorp

DECREASED

Shares375,295 from 379,216

Change-3,921 (-1%)

Value$23.7M (-$827.9K)

Filed 2026-11-05

Assetmark, Inc

INCREASED

Shares329,817 from 321,124

Change+8,693 (+3%)

Value$20.8M (+$57.9K)

Filed 2026-10-21

Park Avenue Securities LLC

INCREASED

Shares280,393 from 271,602

Change+8,791 (+3%)

Value$17.7K (-$17.6M)

Filed 2026-10-26

Baker Ellis Asset Management LLC

DECREASED

Shares161,435 from 163,084

Change-1,649 (-1%)

Value$10.2M (-$353.7K)

Filed 2026-10-14

Neumann Capital Management, LLC

NEW

Shares160,533

Change+160,533

Value$10.1M

Filed 2026-10-15

BIP Wealth, LLC

DECREASED

Shares153,396 from 164,935

Change-11,539 (-7%)

Value$9.7M (-$981.4K)

Filed 2026-10-22

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares142,929 from 124,454

Change+18,475 (+15%)

Value$9.0K (-$8.0M)

Filed 2026-11-02

Tortoise Investment Management, LLC

DECREASED

Shares127,652 from 128,217

Change-565 (0%)

Value$8.1M (-$231.9K)

Filed 2026-11-06

Blueline Advisors LLC

DECREASED

Shares124,932 from 125,091

Change-159 (0%)

Value$7.9M (-$201.4K)

Filed 2026-10-15

O'Connor Financial Group LLC

INCREASED

Shares124,264 from 122,017

Change+2,247 (+2%)

Value$7.9M (-$44.7K)

Filed 2026-10-26

Pension & Wealth Management Advisors, Inc.

INCREASED

Shares124,236 from 113,641

Change+10,595 (+9%)

Value$7.8M (+$495.5K)

Filed 2026-10-16

Stonebridge Wealth Management, LLC

INCREASED

Shares120,947 from 117,940

Change+3,007 (+3%)

Value$7.6M (+$9.5K)

Filed 2026-10-09

Discipline Wealth Solutions, LLC

DECREASED

Shares115,059 from 118,161

Change-3,102 (-3%)

Value$7.3M (-$376.7K)

Filed 2026-10-14

Shore Point Advisors, LLC

INCREASED

Shares113,613 from 109,806

Change+3,807 (+3%)

Value$5.7M (+$167.7K)

Filed 2026-10-14

Csenge Advisory Group

DECREASED

Shares110,603 from 110,702

Change-99 (0%)

Value$7.0M (-$175.6K)

Filed 2026-11-04

Leibman Financial Services, Inc.

INCREASED

Shares106,269 from 80,367

Change+25,902 (+32%)

Value$6.7M (+$1.5M)

Filed 2026-10-13

BKM Wealth Management, LLC

INCREASED

Shares84,081 from 72,376

Change+11,705 (+16%)

Value$5.3M (+$628.7K)

Filed 2026-10-22

Econ Financial Services Corp

INCREASED

Shares68,722 from 67,391

Change+1,331 (+2%)

Value$4.3M (-$19.0K)

Filed 2026-10-19

Inlight Wealth Management, LLC

DECREASED

Shares67,396 from 67,498

Change-102 (0%)

Value$4.3M (-$109.7K)

Filed 2026-10-21

United Advisor Group, LLC

DECREASED

Shares53,911 from 54,683

Change-772 (-1%)

Value$3.4M (-$132.5K)

Filed 2026-11-03

Haven Private, LLC

DECREASED

Shares48,435 from 49,464

Change-1,029 (-2%)

Value$3.1M (-$140.7K)

Filed 2026-10-27

Nicholas Hoffman & Company, Llc.

INCREASED

Shares47,693 from 47,511

Change+182 (+0%)

Value$3.0M (-$61.2K)

Filed 2026-10-30

Occidental Asset Management, LLC

INCREASED

Shares46,695 from 46,063

Change+632 (+1%)

Value$3.0M (-$30.6K)

Filed 2026-11-05

Kestra Advisory Services, LLC

INCREASED

Shares45,426 from 44,065

Change+1,361 (+3%)

Value$2.9M (+$18.6K)

Filed 2026-11-02

Midway Capital Research & Management

UNCHANGED

Shares45,268 from 45,268

Change0 (0%)

Value$2.9M (-$69.3K)

Filed 2026-10-20

Alpha Omega Wealth Management LLC

INCREASED

Shares43,823 from 43,252

Change+571 (+1%)

Value$2.8M (-$30.1K)

Filed 2026-10-23

Great Point Wealth Advisors, LLC

DECREASED

Shares40,245 from 41,317

Change-1,072 (-3%)

Value$2.5M (-$130.9K)

Filed 2026-10-15

Sterling Financial Planning, Inc.

INCREASED

Shares39,624 from 39,294

Change+330 (+1%)

Value$2.5M (-$39.2K)

Filed 2026-10-28

Spectrum Wealth Advisory Group, LLC

DECREASED

Shares36,646 from 85,575

Change-48,929 (-57%)

Value$2.3M (-$3.2M)

Filed 2026-10-29

Sound Stewardship, LLC

DECREASED

Shares36,428 from 37,097

Change-669 (-2%)

Value$2.3M (-$99.0K)

Filed 2026-10-14

Marathon Strategic Advisors, LLC

INCREASED

Shares34,838 from 34,561

Change+277 (+1%)

Value$2.2M (-$35.4K)

Filed 2026-10-20

Farmers & Merchants Trust Co of Chambersburg PA

INCREASED

Shares34,554 from 32,753

Change+1,801 (+6%)

Value$2.2K (-$2.1M)

Filed 2026-10-14

Family Wealth Partners, LLC

INCREASED

Shares33,876 from 33,792

Change+84 (+0%)

Value$2.1M (-$46.4K)

Filed 2026-10-20

Waterfront Wealth Inc.

INCREASED

Shares31,943 from 30,203

Change+1,740 (+6%)

Value$2.0M (+$33.1K)

Filed 2026-11-03

Pinnacle Associates LTD

DECREASED

Shares31,924 from 33,699

Change-1,775 (-5%)

Value$2.0M (-$163.7K)

Filed 2026-10-20

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

INCREASED

Shares30,684 from 30,674

Change+10 (+0%)

Value$1.9M (-$46.3K)

Filed 2026-10-27

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares30,668 from 30,413

Change+255 (+1%)

Value$331.8K (-$4.7K)

Filed 2026-10-13

Lifetime Wealth Management P.C.

DECREASED

Shares28,815 from 29,315

Change-500 (-2%)

Value$1.8M (-$76.5K)

Filed 2026-10-29

NorthCrest Asset Manangement, LLC

UNCHANGED

Shares25,433 from 25,433

Change0 (0%)

Value$1.6M (-$19.3K)

Filed 2026-10-13

Lido Advisors, LLC

DECREASED

Shares21,865 from 21,906

Change-41 (0%)

Value$1.4M (-$36.1K)

Filed 2026-11-04

Financial Harvest, LLC

INCREASED

Shares21,239 from 20,786

Change+453 (+2%)

Value$1.3M (-$3.2K)

Filed 2026-10-15

Evanson Financial, LLC

DECREASED

Shares20,188 from 20,209

Change-21 (0%)

Value$1.3M (-$32.2K)

Filed 2026-10-23

Shrier Wealth Management, LLC

DECREASED

Shares19,949 from 20,538

Change-589 (-3%)

Value$1.3M (-$68.6K)

Filed 2026-10-20

Addison Advisors LLC

DECREASED

Shares19,862 from 21,834

Change-1,972 (-9%)

Value$1.3M (-$158.0K)

Filed 2026-11-06

Cornerstone Wealth Management, LLC

DECREASED

Shares19,693 from 19,712

Change-19 (0%)

Value$1.2M (-$31.4K)

Filed 2026-11-04

Collaborative Fund Advisors, LLC

INCREASED

Shares18,153 from 10,862

Change+7,291 (+67%)

Value$1.1M (+$444.0K)

Filed 2026-11-02

Lodestone Wealth Management LLC

INCREASED

Shares18,089 from 16,315

Change+1,774 (+11%)

Value$1.1M (+$87.1K)

Filed 2026-10-14

Perigon Wealth Management, LLC

DECREASED

Shares16,407 from 17,633

Change-1,226 (-7%)

Value$1.0M (-$104.4K)

Filed 2026-10-22

Astra Wealth Partners LLC

INCREASED

Shares15,717 from 13,944

Change+1,773 (+13%)

Value$993.0K (+$90.7K)

Filed 2026-11-06

American Capital Advisory, LLC

DECREASED

Shares15,037 from 15,209

Change-172 (-1%)

Value$950.0K (-$34.1K)

Filed 2026-10-28

Modera Wealth Management, LLC

INCREASED

Shares13,144 from 13,064

Change+80 (+1%)

Value$830.5K (-$14.9K)

Filed 2026-10-28

Commonwealth Equity Services, LLC

INCREASED

Shares12,927 from 12,906

Change+21 (+0%)

Value$816.7K (-$18.4K)

Filed 2026-11-02

Covenant Asset Management, LLC

DECREASED

Shares12,773 from 12,847

Change-74 (-1%)

Value$807.0K (-$24.3K)

Filed 2026-10-14

Ceera Investments, LLC

NEW

Shares12,703

Change+12,703

Value$802.6K

Filed 2026-11-02

Simon Quick Advisors, LLC

UNCHANGED

Shares11,873 from 11,873

Change0 (0%)

Value$750.1K (-$18.2K)

Filed 2026-10-26

Matisse Capital

UNCHANGED

Shares11,518 from 11,518

Change0 (0%)

Value$727.7K (-$17.6K)

Filed 2026-10-29

Biltmore Family Office, LLC

UNCHANGED

Shares11,063 from 11,063

Change0 (0%)

Value$699.0K (-$16.9K)

Filed 2026-11-03

SigFig Wealth Management, LLC

INCREASED

Shares9,804 from 9,365

Change+439 (+5%)

Value$619.4K (+$18.7K)

Filed 2026-10-07

ProVise Management Group, LLC

DECREASED

Shares9,587 from 9,764

Change-177 (-2%)

Value$605.7K (-$26.1K)

Filed 2026-11-06

Columbus Macro, LLC

INCREASED

Shares9,447 from 9,218

Change+229 (+2%)

Value$596.9K (+$360)

Filed 2026-10-14

TopTier Wealth Management, LLC

DECREASED

Shares9,107 from 12,755

Change-3,648 (-29%)

Value$575.4K (-$250.0K)

Filed 2026-10-16

Davenport & Co LLC

DECREASED

Shares8,938 from 9,188

Change-250 (-3%)

Value$564.7K (-$29.9K)

Filed 2026-10-14

JFS Wealth Advisors, LLC

DECREASED

Shares7,810 from 8,126

Change-316 (-4%)

Value$493.5K (-$32.4K)

Filed 2026-11-03

Watershed Private Wealth LLC

DECREASED

Shares7,717 from 8,356

Change-639 (-8%)

Value$487.6K (-$53.2K)

Filed 2026-10-30

rebel Financial LLC

DECREASED

Shares7,700 from 67,061

Change-59,361 (-89%)

Value$486.5K (-$3.9M)

Filed 2026-11-04

Hengehold Capital Management LLC

DECREASED

Shares7,662 from 7,705

Change-43 (-1%)

Value$484.1K (-$14.5K)

Filed 2026-10-16

Wedmont Private Capital

INCREASED

Shares7,568 from 7,239

Change+329 (+5%)

Value$479.7K (+$11.3K)

Filed 2026-10-09

Novem Group

INCREASED

Shares6,988 from 6,690

Change+298 (+4%)

Value$441.6K (+$8.6K)

Filed 2026-10-19

Triasima Portfolio Management inc.

UNCHANGED

Shares5,970 from 5,970

Change0 (0%)

Value$377.2K (-$9.1K)

Filed 2026-10-15

Vontobel Holding Ltd.

UNCHANGED

Shares5,800 from 5,800

Change0 (0%)

Value$366.4K (-$8.9K)

Filed 2026-10-16

Meridian Financial Partners LLC

INCREASED

Shares5,786 from 5,519

Change+267 (+5%)

Value$362.9K (+$11.5K)

Filed 2026-10-23

Colorado Capital Management, Inc.

UNCHANGED

Shares5,307 from 5,307

Change0 (0%)

Value$335 (-$8)

Filed 2026-10-15

Farther Finance Advisors, LLC

DECREASED

Shares4,964 from 7,533

Change-2,569 (-34%)

Value$313.6K (-$173.8K)

Filed 2026-10-08

Evergreen Capital Management LLC

UNCHANGED

Shares4,958 from 4,958

Change0 (0%)

Value$313.2K (-$7.6K)

Filed 2026-10-23

Atria Investments, Inc

DECREASED

Shares4,846 from 4,922

Change-76 (-2%)

Value$306.2K (-$12.3K)

Filed 2026-10-15

IFP Advisors, Inc

INCREASED

Shares4,691 from 3,002

Change+1,689 (+56%)

Value$296.4K (+$102.1K)

Filed 2026-10-16

Bison Wealth, LLC

DECREASED

Shares4,559 from 5,550

Change-991 (-18%)

Value$290.9K (-$71.1K)

Filed 2026-10-13

Eastern Bank

DECREASED

Shares4,530 from 4,565

Change-35 (-1%)

Value$286.2K (-$9.2K)

Filed 2026-10-05

Avaii Wealth Management, LLC

DECREASED

Shares4,363 from 4,475

Change-112 (-2%)

Value$276.2K (-$13.3K)

Filed 2026-10-09

FF Advisors,LLC

DECREASED

Shares4,116 from 4,980

Change-864 (-17%)

Value$260.0K (-$62.2K)

Filed 2026-10-21

Greenleaf Trust

NEW

Shares4,028

Change+4,028

Value$254.5K

Filed 2026-10-29

Portland Financial Advisors Inc

NEW

Shares3,936

Change+3,936

Value$248.7K

Filed 2026-10-26

Concurrent Investment Advisors, LLC

NEW

Shares3,855

Change+3,855

Value$243.5K

Filed 2026-10-16

StoneX Group Inc.

INCREASED

Shares3,734 from 3,258

Change+476 (+15%)

Value$235.9K (+$24.7K)

Filed 2026-11-03

Facet Wealth, Inc.

NEW

Shares3,688

Change+3,688

Value$233.0K

Filed 2026-11-04

Capital Management Corp

UNCHANGED

Shares3,600 from 3,600

Change0 (0%)

Value$227.4K (-$5.5K)

Filed 2026-10-29

MFA Wealth Advisors, LLC

DECREASED

Shares3,502 from 3,703

Change-201 (-5%)

Value$221.2K (-$18.4K)

Filed 2026-10-07

CoreCap Advisors, LLC

DECREASED

Shares3,456 from 3,550

Change-94 (-3%)

Value$218.4K (-$11.3K)

Filed 2026-10-08

Aspect Partners, LLC

UNCHANGED

Shares3,364 from 3,364

Change0 (0%)

Value$212.5K (-$5.1K)

Filed 2026-10-20

Evolution Wealth Management Inc.

DECREASED

Shares2,632 from 2,672

Change-40 (-1%)

Value$166.3K (-$6.6K)

Filed 2026-10-28

SBI Securities Co., Ltd.

DECREASED

Shares2,455 from 2,492

Change-37 (-1%)

Value$155.1K (-$6.2K)

Filed 2026-10-22

Fairman Group, LLC

INCREASED

Shares2,385 from 2,356

Change+29 (+1%)

Value$150.7K (-$1.8K)

Filed 2026-10-26

US Bancorp \de\

INCREASED

Shares2,357 from 2,178

Change+179 (+8%)

Value$148.9K (+$8.0K)

Filed 2026-11-05

Peterson Wealth Management

INCREASED

Shares1,583 from 1,564

Change+19 (+1%)

Value$100.0K (-$1.2K)

Filed 2026-11-06

Legacy Bridge, LLC

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$94.8K (-$2.3K)

Filed 2026-10-28

Creative Financial Designs Inc

INCREASED

Shares1,467 from 1,143

Change+324 (+28%)

Value$92.7K (+$18.7K)

Filed 2026-11-04

Maseco LLP

DECREASED

Shares1,422 from 1,457

Change-35 (-2%)

Value$89.7K (-$4.6K)

Filed 2026-10-27

PNC Financial Services Group, Inc.

INCREASED

Shares1,235 from 1,159

Change+76 (+7%)

Value$78.0K (+$3.0K)

Filed 2026-11-06

Spire Wealth Management

UNCHANGED

Shares1,050 from 1,050

Change0 (0%)

Value$66.3K (-$1.6K)

Filed 2026-10-30

Clearstead Advisors, LLC

DECREASED

Shares952 from 1,030

Change-78 (-8%)

Value$60.1K (-$6.5K)

Filed 2026-11-06

Hanson & Doremus Investment Management

DECREASED

Shares907 from 1,142

Change-235 (-21%)

Value$57 (-$73.9K)

Filed 2026-10-16

Princeton Global Asset Management LLC

UNCHANGED

Shares657 from 657

Change0 (0%)

Value$41.5K (-$1.0K)

Filed 2026-10-21

Hickory Point Bank & Trust

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$37.9K (-$918)

Filed 2026-10-01

Decker Retirement Planning Inc.

UNCHANGED

Shares485 from 485

Change0 (0%)

Value$30.6K (-$742)

Filed 2026-10-19

Mather Group, Llc.

NEW

Shares451

Change+451

Value$28.5K

Filed 2026-10-14

Trust Co of Vermont

NEW

Shares424

Change+424

Value$26.8K

Filed 2026-10-21

Montag A & Associates Inc

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$25.3K (-$612)

Filed 2026-10-29

Larson Financial Group LLC

INCREASED

Shares375 from 75

Change+300 (+400%)

Value$23.7K (+$18.8K)

Filed 2026-11-05

Bokf, NA

UNCHANGED

Shares350 from 350

Change0 (0%)

Value$22.1K (-$536)

Filed 2026-10-27

Piscataqua Savings Bank

UNCHANGED

Shares328 from 328

Change0 (0%)

Value$20.7K (-$498)

Filed 2026-10-21

Allworth Financial LP

UNCHANGED

Shares305 from 305

Change0 (0%)

Value$19.7K ($0)

Filed 2026-11-06

Private Trust Co NA

UNCHANGED

Shares292 from 292

Change0 (0%)

Value$18.4K (-$446)

Filed 2026-10-20

Elevation Wealth Partners, LLC

DECREASED

Shares263 from 279

Change-16 (-6%)

Value$16.6K (-$1.5K)

Filed 2026-10-07

Trust Co

UNCHANGED

Shares215 from 215

Change0 (0%)

Value$13.6K (-$329)

Filed 2026-10-09

Harbor Investment Advisory, LLC

NEW

Shares201

Change+201

Value$12.7K

Filed 2026-10-13

First Bancorp, Inc

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$12.6K (-$306)

Filed 2026-10-26

Duncker Streett & Co Inc

INCREASED

Shares188 from 185

Change+3 (+2%)

Value$11.9K (-$143)

Filed 2026-10-27

Compass Financial Management LLC

UNCHANGED

Shares132 from 132

Change0 (0%)

Value$8.3K (-$202)

Filed 2026-10-30

Hurley Capital, LLC

INCREASED

Shares130 from 129

Change+1 (+1%)

Value$8.3K (-$100)

Filed 2026-11-05

Russell Investments Group, Ltd.

DECREASED

Shares109 from 127

Change-18 (-14%)

Value$6.9K (-$1.3K)

Filed 2026-11-06

Balance Wealth Partners LLC

NEW

Shares94

Change+94

Value$5.9K

Filed 2026-10-27

Team Financial Group, LLC

NEW

Shares89

Change+89

Value$5.6K

Filed 2026-10-30

Signaturefd, LLC

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$2.5K (-$61)

Filed 2026-10-23

Lanark Financial, Inc.

UNCHANGED

Shares38 from 38

Change0 (0%)

Value$2.4K (-$57)

Filed 2026-10-26

Planning Strategies Inc.

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$821 (-$20)

Filed 2026-10-02

Asset Dedication, LLC

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$822 (-$20)

Filed 2026-11-03

Central Pacific Bank - Trust Division

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$126 (-$3)

Filed 2026-10-06

Blue Trust, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$63 (-$2)

Filed 2026-10-15

FFG Retirement Advisors LLC

CLOSED

Shares0 from 35,756

Change-35,756 (-100%)

Value$0 (-$2.3M)

Filed 2026-10-20

Seed Wealth Management, Inc.

CLOSED

Shares0 from 4,800

Change-4,800 (-100%)

Value$0 (-$310.6K)

Filed 2026-10-20

NBT Bank, N.A.

CLOSED

Shares0 from 423

Change-423 (-100%)

Value$0 (-$27.4K)

Filed 2026-10-21

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 323

Change-323 (-100%)

Value$0 (-$20.9K)

Filed 2026-11-06

International Assets Investment Management, LLC

CLOSED

Shares0 from 261

Change-261 (-100%)

Value$0 (-$16.7K)

Filed 2026-11-02

AdvisorNet Financial, Inc

CLOSED

Shares0 from 64

Change-64 (-100%)

Value$0 (-$4.1K)

Filed 2026-10-15

CX Institutional

CLOSED

Shares0 from 30

Change-30 (-100%)

Value$0 (-$2)

Filed 2026-10-02

Bank of America Corp

N/A

Shares— from 1,296,488

Change-1,296,488 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 614,358

Change-614,358 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 568,016

Change-568,016 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 527,269

Change-527,269 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 461,874

Change-461,874 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 436,804

Change-436,804 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 370,671

Change-370,671 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 336,448

Change-336,448 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 332,421

Change-332,421 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 327,954

Change-327,954 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 308,550

Change-308,550 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 261,905

Change-261,905 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 164,578

Change-164,578 (-100%)

Value—

Checchi Capital Advisers, LLC

N/A

Shares— from 163,820

Change-163,820 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 152,299

Change-152,299 (-100%)

Value—

Cascade Financial Partners, LLC

N/A

Shares— from 151,624

Change-151,624 (-100%)

Value—

Portland Global Advisors LLC

N/A

Shares— from 146,694

Change-146,694 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 134,265

Change-134,265 (-100%)

Value—

UBS Group AG

N/A

Shares— from 123,043

Change-123,043 (-100%)

Value—

Bristlecone Value Partners, LLC

N/A

Shares— from 118,729

Change-118,729 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 95,927

Change-95,927 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 94,814

Change-94,814 (-100%)

Value—

Prosperity Consulting Group, LLC

N/A

Shares— from 92,842

Change-92,842 (-100%)

Value—

TRB Wealth Management, LLC

N/A

Shares— from 86,696

Change-86,696 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 84,547

Change-84,547 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 76,254

Change-76,254 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 68,367

Change-68,367 (-100%)

Value—

Causey Wealth LLC

N/A

Shares— from 67,257

Change-67,257 (-100%)

Value—

Beckerman Institutional, LLC

N/A

Shares— from 63,195

Change-63,195 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 57,744

Change-57,744 (-100%)

Value—

Premier Private Wealth Management LLC

N/A

Shares— from 50,238

Change-50,238 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 46,876

Change-46,876 (-100%)

Value—

Wescap Management Group, Inc.

N/A

Shares— from 42,821

Change-42,821 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 40,918

Change-40,918 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 40,222

Change-40,222 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 38,932

Change-38,932 (-100%)

Value—

Texas Yale Capital Corp.

N/A

Shares— from 38,284

Change-38,284 (-100%)

Value—

Vista Investment Management

N/A

Shares— from 37,313

Change-37,313 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 29,755

Change-29,755 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 28,421

Change-28,421 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 27,069

Change-27,069 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 25,871

Change-25,871 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 21,037

Change-21,037 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 20,158

Change-20,158 (-100%)

Value—

Three Bearings Fiduciary Advisors, Inc.

N/A

Shares— from 20,151

Change-20,151 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 19,218

Change-19,218 (-100%)

Value—

W1m Asset Management Ltd

N/A

Shares— from 18,640

Change-18,640 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 18,579

Change-18,579 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 17,494

Change-17,494 (-100%)

Value—

Boston Family Office LLC

N/A

Shares— from 15,488

Change-15,488 (-100%)

Value—

Betterment LLC

N/A

Shares— from 15,038

Change-15,038 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 13,752

Change-13,752 (-100%)

Value—

Everest Private Wealth

N/A

Shares— from 13,581

Change-13,581 (-100%)

Value—

Avos Capital Management, LLC

N/A

Shares— from 13,290

Change-13,290 (-100%)

Value—

Nwam LLC

N/A

Shares— from 11,576

Change-11,576 (-100%)

Value—

Leavell Investment Management, Inc.

N/A

Shares— from 11,500

Change-11,500 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 11,431

Change-11,431 (-100%)

Value—

Waddell & Associates, LLC

N/A

Shares— from 11,175

Change-11,175 (-100%)

Value—

FMR LLC

N/A

Shares— from 10,558

Change-10,558 (-100%)

Value—

AssuredPartners Investment Advisors, LLC

N/A

Shares— from 10,383

Change-10,383 (-100%)

Value—

Cahill Financial Advisors Inc

N/A

Shares— from 9,982

Change-9,982 (-100%)

Value—

Bank OZK

N/A

Shares— from 9,895

Change-9,895 (-100%)

Value—

Trustmark Bank Trust Department

N/A

Shares— from 9,710

Change-9,710 (-100%)

Value—

Flputnam Investment Management Co

N/A

Shares— from 9,000

Change-9,000 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 8,829

Change-8,829 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 8,650

Change-8,650 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 8,073

Change-8,073 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 7,028

Change-7,028 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 6,959

Change-6,959 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 6,127

Change-6,127 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 5,996

Change-5,996 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 5,971

Change-5,971 (-100%)

Value—

&partners

N/A

Shares— from 5,673

Change-5,673 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 5,398

Change-5,398 (-100%)

Value—

Sovereign Financial Group, Inc.

N/A

Shares— from 5,333

Change-5,333 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 5,238

Change-5,238 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 4,766

Change-4,766 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 4,634

Change-4,634 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 4,611

Change-4,611 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 4,586

Change-4,586 (-100%)

Value—

Pitcairn Wealth Advisors LLC

N/A

Shares— from 4,471

Change-4,471 (-100%)

Value—

Jacobs Equity LLC

N/A

Shares— from 4,417

Change-4,417 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 4,358

Change-4,358 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 4,180

Change-4,180 (-100%)

Value—

RWA Wealth Partners, LLC

N/A

Shares— from 4,164

Change-4,164 (-100%)

Value—

Berger Financial Group, Inc

N/A

Shares— from 3,904

Change-3,904 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 3,684

Change-3,684 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 3,611

Change-3,611 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 3,603

Change-3,603 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 3,575

Change-3,575 (-100%)

Value—

TRU Independence Asset Management 2, LLC

N/A

Shares— from 3,566

Change-3,566 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 3,506

Change-3,506 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,846

Change-2,846 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 2,513

Change-2,513 (-100%)

Value—

Blair William & Co

N/A

Shares— from 2,250

Change-2,250 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 2,040

Change-2,040 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,494

Change-1,494 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,410

Change-1,410 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 1,342

Change-1,342 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 1,135

Change-1,135 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 728

Change-728 (-100%)

Value—

Atlas Capital Advisors Inc.

N/A

Shares— from 651

Change-651 (-100%)

Value—

Vanguard National Trust Co

N/A

Shares— from 557

Change-557 (-100%)

Value—

Osbon Capital Management LLC

N/A

Shares— from 529

Change-529 (-100%)

Value—

Philadelphia Investment Partners, LLC

N/A

Shares— from 503

Change-503 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 481

Change-481 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 477

Change-477 (-100%)

Value—

Walsh & Associates, LLC

N/A

Shares— from 330

Change-330 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 238

Change-238 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 190

Change-190 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 157

Change-157 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 153

Change-153 (-100%)

Value—

Broadwater Capital Management LLC

N/A

Shares— from 141

Change-141 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 108

Change-108 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 107

Change-107 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 93

Change-93 (-100%)

Value—

Steigerwald, Gordon & Koch Inc.

N/A

Shares— from 93

Change-93 (-100%)

Value—

Sachetta, LLC

N/A

Shares— from 59

Change-59 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 54

Change-54 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 44

Change-44 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 33

Change-33 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 22

Change-22 (-100%)

Value—

Financial Life Planners

N/A

Shares— from 21

Change-21 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 16

Change-16 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Creative Planning	DECREASED	3,764,637	3,960,885	-196,248	-5%	$256.3M	$237.8M	-$18.5M	2026-11-02
Unison Advisors LLC	INCREASED	450,957	448,588	+2,369	+1%	$29.0M	$28.5M	-$536.7K	2026-10-29
LPL Financial LLC	INCREASED	405,320	402,845	+2,475	+1%	$26.1M	$25.6M	-$460.0K	2026-11-06
Fifth Third Bancorp	DECREASED	375,295	379,216	-3,921	-1%	$24.5M	$23.7M	-$827.9K	2026-11-05
Assetmark, Inc	INCREASED	329,817	321,124	+8,693	+3%	$20.8M	$20.8M	+$57.9K	2026-10-21
Park Avenue Securities LLC	INCREASED	280,393	271,602	+8,791	+3%	$17.6M	$17.7K	-$17.6M	2026-10-26
Baker Ellis Asset Management LLC	DECREASED	161,435	163,084	-1,649	-1%	$10.6M	$10.2M	-$353.7K	2026-10-14
Neumann Capital Management, LLC	NEW	160,533	—	+160,533	—	—	$10.1M	—	2026-10-15
BIP Wealth, LLC	DECREASED	153,396	164,935	-11,539	-7%	$10.7M	$9.7M	-$981.4K	2026-10-22
Cambridge Investment Research Advisors, Inc.	INCREASED	142,929	124,454	+18,475	+15%	$8.1M	$9.0K	-$8.0M	2026-11-02
Tortoise Investment Management, LLC	DECREASED	127,652	128,217	-565	0%	$8.3M	$8.1M	-$231.9K	2026-11-06
Blueline Advisors LLC	DECREASED	124,932	125,091	-159	0%	$8.1M	$7.9M	-$201.4K	2026-10-15
O'Connor Financial Group LLC	INCREASED	124,264	122,017	+2,247	+2%	$7.9M	$7.9M	-$44.7K	2026-10-26
Pension & Wealth Management Advisors, Inc.	INCREASED	124,236	113,641	+10,595	+9%	$7.4M	$7.8M	+$495.5K	2026-10-16
Stonebridge Wealth Management, LLC	INCREASED	120,947	117,940	+3,007	+3%	$7.6M	$7.6M	+$9.5K	2026-10-09
Discipline Wealth Solutions, LLC	DECREASED	115,059	118,161	-3,102	-3%	$7.6M	$7.3M	-$376.7K	2026-10-14
Shore Point Advisors, LLC	INCREASED	113,613	109,806	+3,807	+3%	$5.6M	$5.7M	+$167.7K	2026-10-14
Csenge Advisory Group	DECREASED	110,603	110,702	-99	0%	$7.2M	$7.0M	-$175.6K	2026-11-04
Leibman Financial Services, Inc.	INCREASED	106,269	80,367	+25,902	+32%	$5.2M	$6.7M	+$1.5M	2026-10-13
BKM Wealth Management, LLC	INCREASED	84,081	72,376	+11,705	+16%	$4.7M	$5.3M	+$628.7K	2026-10-22
Econ Financial Services Corp	INCREASED	68,722	67,391	+1,331	+2%	$4.4M	$4.3M	-$19.0K	2026-10-19
Inlight Wealth Management, LLC	DECREASED	67,396	67,498	-102	0%	$4.4M	$4.3M	-$109.7K	2026-10-21
United Advisor Group, LLC	DECREASED	53,911	54,683	-772	-1%	$3.5M	$3.4M	-$132.5K	2026-11-03
Haven Private, LLC	DECREASED	48,435	49,464	-1,029	-2%	$3.2M	$3.1M	-$140.7K	2026-10-27
Nicholas Hoffman & Company, Llc.	INCREASED	47,693	47,511	+182	+0%	$3.1M	$3.0M	-$61.2K	2026-10-30
Occidental Asset Management, LLC	INCREASED	46,695	46,063	+632	+1%	$3.0M	$3.0M	-$30.6K	2026-11-05
Kestra Advisory Services, LLC	INCREASED	45,426	44,065	+1,361	+3%	$2.9M	$2.9M	+$18.6K	2026-11-02
Midway Capital Research & Management	UNCHANGED	45,268	45,268	0	0%	$2.9M	$2.9M	-$69.3K	2026-10-20
Alpha Omega Wealth Management LLC	INCREASED	43,823	43,252	+571	+1%	$2.8M	$2.8M	-$30.1K	2026-10-23
Great Point Wealth Advisors, LLC	DECREASED	40,245	41,317	-1,072	-3%	$2.7M	$2.5M	-$130.9K	2026-10-15
Sterling Financial Planning, Inc.	INCREASED	39,624	39,294	+330	+1%	$2.5M	$2.5M	-$39.2K	2026-10-28
Spectrum Wealth Advisory Group, LLC	DECREASED	36,646	85,575	-48,929	-57%	$5.5M	$2.3M	-$3.2M	2026-10-29
Sound Stewardship, LLC	DECREASED	36,428	37,097	-669	-2%	$2.4M	$2.3M	-$99.0K	2026-10-14
Marathon Strategic Advisors, LLC	INCREASED	34,838	34,561	+277	+1%	$2.2M	$2.2M	-$35.4K	2026-10-20
Farmers & Merchants Trust Co of Chambersburg PA	INCREASED	34,554	32,753	+1,801	+6%	$2.1M	$2.2K	-$2.1M	2026-10-14
Family Wealth Partners, LLC	INCREASED	33,876	33,792	+84	+0%	$2.2M	$2.1M	-$46.4K	2026-10-20
Waterfront Wealth Inc.	INCREASED	31,943	30,203	+1,740	+6%	$2.0M	$2.0M	+$33.1K	2026-11-03
Pinnacle Associates LTD	DECREASED	31,924	33,699	-1,775	-5%	$2.2M	$2.0M	-$163.7K	2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	INCREASED	30,684	30,674	+10	+0%	$2.0M	$1.9M	-$46.3K	2026-10-27
Wealth Enhancement Advisory Services, LLC	INCREASED	30,668	30,413	+255	+1%	$336.5K	$331.8K	-$4.7K	2026-10-13
Lifetime Wealth Management P.C.	DECREASED	28,815	29,315	-500	-2%	$1.9M	$1.8M	-$76.5K	2026-10-29
NorthCrest Asset Manangement, LLC	UNCHANGED	25,433	25,433	0	0%	$1.6M	$1.6M	-$19.3K	2026-10-13
Lido Advisors, LLC	DECREASED	21,865	21,906	-41	0%	$1.4M	$1.4M	-$36.1K	2026-11-04
Financial Harvest, LLC	INCREASED	21,239	20,786	+453	+2%	$1.3M	$1.3M	-$3.2K	2026-10-15
Evanson Financial, LLC	DECREASED	20,188	20,209	-21	0%	$1.3M	$1.3M	-$32.2K	2026-10-23
Shrier Wealth Management, LLC	DECREASED	19,949	20,538	-589	-3%	$1.3M	$1.3M	-$68.6K	2026-10-20
Addison Advisors LLC	DECREASED	19,862	21,834	-1,972	-9%	$1.4M	$1.3M	-$158.0K	2026-11-06
Cornerstone Wealth Management, LLC	DECREASED	19,693	19,712	-19	0%	$1.3M	$1.2M	-$31.4K	2026-11-04
Collaborative Fund Advisors, LLC	INCREASED	18,153	10,862	+7,291	+67%	$702.9K	$1.1M	+$444.0K	2026-11-02
Lodestone Wealth Management LLC	INCREASED	18,089	16,315	+1,774	+11%	$1.1M	$1.1M	+$87.1K	2026-10-14
Perigon Wealth Management, LLC	DECREASED	16,407	17,633	-1,226	-7%	$1.1M	$1.0M	-$104.4K	2026-10-22
Astra Wealth Partners LLC	INCREASED	15,717	13,944	+1,773	+13%	$902.3K	$993.0K	+$90.7K	2026-11-06
American Capital Advisory, LLC	DECREASED	15,037	15,209	-172	-1%	$984.2K	$950.0K	-$34.1K	2026-10-28
Modera Wealth Management, LLC	INCREASED	13,144	13,064	+80	+1%	$845.3K	$830.5K	-$14.9K	2026-10-28
Commonwealth Equity Services, LLC	INCREASED	12,927	12,906	+21	+0%	$835.1K	$816.7K	-$18.4K	2026-11-02
Covenant Asset Management, LLC	DECREASED	12,773	12,847	-74	-1%	$831.3K	$807.0K	-$24.3K	2026-10-14
Ceera Investments, LLC	NEW	12,703	—	+12,703	—	—	$802.6K	—	2026-11-02
Simon Quick Advisors, LLC	UNCHANGED	11,873	11,873	0	0%	$768.3K	$750.1K	-$18.2K	2026-10-26
Matisse Capital	UNCHANGED	11,518	11,518	0	0%	$745.3K	$727.7K	-$17.6K	2026-10-29
Biltmore Family Office, LLC	UNCHANGED	11,063	11,063	0	0%	$715.9K	$699.0K	-$16.9K	2026-11-03
SigFig Wealth Management, LLC	INCREASED	9,804	9,365	+439	+5%	$600.8K	$619.4K	+$18.7K	2026-10-07
ProVise Management Group, LLC	DECREASED	9,587	9,764	-177	-2%	$631.8K	$605.7K	-$26.1K	2026-11-06
Columbus Macro, LLC	INCREASED	9,447	9,218	+229	+2%	$596.5K	$596.9K	+$360	2026-10-14
TopTier Wealth Management, LLC	DECREASED	9,107	12,755	-3,648	-29%	$825.3K	$575.4K	-$250.0K	2026-10-16
Davenport & Co LLC	DECREASED	8,938	9,188	-250	-3%	$594.6K	$564.7K	-$29.9K	2026-10-14
JFS Wealth Advisors, LLC	DECREASED	7,810	8,126	-316	-4%	$525.8K	$493.5K	-$32.4K	2026-11-03
Watershed Private Wealth LLC	DECREASED	7,717	8,356	-639	-8%	$540.7K	$487.6K	-$53.2K	2026-10-30
rebel Financial LLC	DECREASED	7,700	67,061	-59,361	-89%	$4.3M	$486.5K	-$3.9M	2026-11-04
Hengehold Capital Management LLC	DECREASED	7,662	7,705	-43	-1%	$498.6K	$484.1K	-$14.5K	2026-10-16
Wedmont Private Capital	INCREASED	7,568	7,239	+329	+5%	$468.5K	$479.7K	+$11.3K	2026-10-09
Novem Group	INCREASED	6,988	6,690	+298	+4%	$433.0K	$441.6K	+$8.6K	2026-10-19
Triasima Portfolio Management inc.	UNCHANGED	5,970	5,970	0	0%	$386.3K	$377.2K	-$9.1K	2026-10-15
Vontobel Holding Ltd.	UNCHANGED	5,800	5,800	0	0%	$375.3K	$366.4K	-$8.9K	2026-10-16
Meridian Financial Partners LLC	INCREASED	5,786	5,519	+267	+5%	$351.4K	$362.9K	+$11.5K	2026-10-23
Colorado Capital Management, Inc.	UNCHANGED	5,307	5,307	0	0%	$343	$335	-$8	2026-10-15
Farther Finance Advisors, LLC	DECREASED	4,964	7,533	-2,569	-34%	$487.4K	$313.6K	-$173.8K	2026-10-08
Evergreen Capital Management LLC	UNCHANGED	4,958	4,958	0	0%	$320.8K	$313.2K	-$7.6K	2026-10-23
Atria Investments, Inc	DECREASED	4,846	4,922	-76	-2%	$318.5K	$306.2K	-$12.3K	2026-10-15
IFP Advisors, Inc	INCREASED	4,691	3,002	+1,689	+56%	$194.3K	$296.4K	+$102.1K	2026-10-16
Bison Wealth, LLC	DECREASED	4,559	5,550	-991	-18%	$362.1K	$290.9K	-$71.1K	2026-10-13
Eastern Bank	DECREASED	4,530	4,565	-35	-1%	$295.4K	$286.2K	-$9.2K	2026-10-05
Avaii Wealth Management, LLC	DECREASED	4,363	4,475	-112	-2%	$289.6K	$276.2K	-$13.3K	2026-10-09
FF Advisors,LLC	DECREASED	4,116	4,980	-864	-17%	$322.3K	$260.0K	-$62.2K	2026-10-21
Greenleaf Trust	NEW	4,028	—	+4,028	—	—	$254.5K	—	2026-10-29
Portland Financial Advisors Inc	NEW	3,936	—	+3,936	—	—	$248.7K	—	2026-10-26
Concurrent Investment Advisors, LLC	NEW	3,855	—	+3,855	—	—	$243.5K	—	2026-10-16
StoneX Group Inc.	INCREASED	3,734	3,258	+476	+15%	$211.3K	$235.9K	+$24.7K	2026-11-03
Facet Wealth, Inc.	NEW	3,688	—	+3,688	—	—	$233.0K	—	2026-11-04
Capital Management Corp	UNCHANGED	3,600	3,600	0	0%	$233.0K	$227.4K	-$5.5K	2026-10-29
MFA Wealth Advisors, LLC	DECREASED	3,502	3,703	-201	-5%	$239.6K	$221.2K	-$18.4K	2026-10-07
CoreCap Advisors, LLC	DECREASED	3,456	3,550	-94	-3%	$229.7K	$218.4K	-$11.3K	2026-10-08
Aspect Partners, LLC	UNCHANGED	3,364	3,364	0	0%	$217.7K	$212.5K	-$5.1K	2026-10-20
Evolution Wealth Management Inc.	DECREASED	2,632	2,672	-40	-1%	$172.9K	$166.3K	-$6.6K	2026-10-28
SBI Securities Co., Ltd.	DECREASED	2,455	2,492	-37	-1%	$161.3K	$155.1K	-$6.2K	2026-10-22
Fairman Group, LLC	INCREASED	2,385	2,356	+29	+1%	$152.5K	$150.7K	-$1.8K	2026-10-26
US Bancorp \de\	INCREASED	2,357	2,178	+179	+8%	$140.9K	$148.9K	+$8.0K	2026-11-05
Peterson Wealth Management	INCREASED	1,583	1,564	+19	+1%	$101.2K	$100.0K	-$1.2K	2026-11-06
Legacy Bridge, LLC	UNCHANGED	1,500	1,500	0	0%	$97.1K	$94.8K	-$2.3K	2026-10-28
Creative Financial Designs Inc	INCREASED	1,467	1,143	+324	+28%	$74.0K	$92.7K	+$18.7K	2026-11-04
Maseco LLP	DECREASED	1,422	1,457	-35	-2%	$94.2K	$89.7K	-$4.6K	2026-10-27
PNC Financial Services Group, Inc.	INCREASED	1,235	1,159	+76	+7%	$75.0K	$78.0K	+$3.0K	2026-11-06
Spire Wealth Management	UNCHANGED	1,050	1,050	0	0%	$67.9K	$66.3K	-$1.6K	2026-10-30
Clearstead Advisors, LLC	DECREASED	952	1,030	-78	-8%	$66.7K	$60.1K	-$6.5K	2026-11-06
Hanson & Doremus Investment Management	DECREASED	907	1,142	-235	-21%	$74.0K	$57	-$73.9K	2026-10-16
Princeton Global Asset Management LLC	UNCHANGED	657	657	0	0%	$42.5K	$41.5K	-$1.0K	2026-10-21
Hickory Point Bank & Trust	UNCHANGED	600	600	0	0%	$38.8K	$37.9K	-$918	2026-10-01
Decker Retirement Planning Inc.	UNCHANGED	485	485	0	0%	$31.4K	$30.6K	-$742	2026-10-19
Mather Group, Llc.	NEW	451	—	+451	—	—	$28.5K	—	2026-10-14
Trust Co of Vermont	NEW	424	—	+424	—	—	$26.8K	—	2026-10-21
Montag A & Associates Inc	UNCHANGED	400	400	0	0%	$25.9K	$25.3K	-$612	2026-10-29
Larson Financial Group LLC	INCREASED	375	75	+300	+400%	$4.9K	$23.7K	+$18.8K	2026-11-05
Bokf, NA	UNCHANGED	350	350	0	0%	$22.6K	$22.1K	-$536	2026-10-27
Piscataqua Savings Bank	UNCHANGED	328	328	0	0%	$21.2K	$20.7K	-$498	2026-10-21
Allworth Financial LP	UNCHANGED	305	305	0	0%	$19.7K	$19.7K	$0	2026-11-06
Private Trust Co NA	UNCHANGED	292	292	0	0%	$18.9K	$18.4K	-$446	2026-10-20
Elevation Wealth Partners, LLC	DECREASED	263	279	-16	-6%	$18.0K	$16.6K	-$1.5K	2026-10-07
Trust Co	UNCHANGED	215	215	0	0%	$13.9K	$13.6K	-$329	2026-10-09
Harbor Investment Advisory, LLC	NEW	201	—	+201	—	—	$12.7K	—	2026-10-13
First Bancorp, Inc	UNCHANGED	200	200	0	0%	$12.9K	$12.6K	-$306	2026-10-26
Duncker Streett & Co Inc	INCREASED	188	185	+3	+2%	$12.0K	$11.9K	-$143	2026-10-27
Compass Financial Management LLC	UNCHANGED	132	132	0	0%	$8.5K	$8.3K	-$202	2026-10-30
Hurley Capital, LLC	INCREASED	130	129	+1	+1%	$8.4K	$8.3K	-$100	2026-11-05
Russell Investments Group, Ltd.	DECREASED	109	127	-18	-14%	$8.2K	$6.9K	-$1.3K	2026-11-06
Balance Wealth Partners LLC	NEW	94	—	+94	—	—	$5.9K	—	2026-10-27
Team Financial Group, LLC	NEW	89	—	+89	—	—	$5.6K	—	2026-10-30
Signaturefd, LLC	UNCHANGED	40	40	0	0%	$2.6K	$2.5K	-$61	2026-10-23
Lanark Financial, Inc.	UNCHANGED	38	38	0	0%	$2.5K	$2.4K	-$57	2026-10-26
Planning Strategies Inc.	UNCHANGED	13	13	0	0%	$841	$821	-$20	2026-10-02
Asset Dedication, LLC	UNCHANGED	13	13	0	0%	$842	$822	-$20	2026-11-03
Central Pacific Bank - Trust Division	UNCHANGED	2	2	0	0%	$129	$126	-$3	2026-10-06
Blue Trust, Inc.	UNCHANGED	1	1	0	0%	$65	$63	-$2	2026-10-15
FFG Retirement Advisors LLC	CLOSED	0	35,756	-35,756	-100%	$2.3M	$0	-$2.3M	2026-10-20
Seed Wealth Management, Inc.	CLOSED	0	4,800	-4,800	-100%	$310.6K	$0	-$310.6K	2026-10-20
NBT Bank, N.A.	CLOSED	0	423	-423	-100%	$27.4K	$0	-$27.4K	2026-10-21
Institute for Wealth Management, Llc.	CLOSED	0	323	-323	-100%	$20.9K	$0	-$20.9K	2026-11-06
International Assets Investment Management, LLC	CLOSED	0	261	-261	-100%	$16.7K	$0	-$16.7K	2026-11-02
AdvisorNet Financial, Inc	CLOSED	0	64	-64	-100%	$4.1K	$0	-$4.1K	2026-10-15
CX Institutional	CLOSED	0	30	-30	-100%	$2	$0	-$2	2026-10-02
Bank of America Corp	N/A	—	1,296,488	-1,296,488	-100%	$83.9M	—	—	—
National Bank of Canada	N/A	—	614,358	-614,358	-100%	$39.7M	—	—	—
Morgan Stanley	N/A	—	568,016	-568,016	-100%	$36.8M	—	—	—
HighTower Advisors, LLC	N/A	—	527,269	-527,269	-100%	$34.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	461,874	-461,874	-100%	$29.9M	—	—	—
Captrust Financial Advisors	N/A	—	436,804	-436,804	-100%	$28.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	370,671	-370,671	-100%	$24.0M	—	—	—
Raymond James Financial Inc	N/A	—	336,448	-336,448	-100%	$21.8M	—	—	—
Old Mission Capital LLC	N/A	—	332,421	-332,421	-100%	$21.5M	—	—	—
Focus Partners Wealth	N/A	—	327,954	-327,954	-100%	$21.2M	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	308,550	-308,550	-100%	$20.0M	—	—	—
Wells Fargo & Company	N/A	—	261,905	-261,905	-100%	$16.9M	—	—	—
Cerity Partners LLC	N/A	—	164,578	-164,578	-100%	$10.6M	—	—	—
Checchi Capital Advisers, LLC	N/A	—	163,820	-163,820	-100%	$10.6M	—	—	—
Ameriprise Financial Inc	N/A	—	152,299	-152,299	-100%	$9.9M	—	—	—
Cascade Financial Partners, LLC	N/A	—	151,624	-151,624	-100%	$9.8M	—	—	—
Portland Global Advisors LLC	N/A	—	146,694	-146,694	-100%	$9.5M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	134,265	-134,265	-100%	$8.7M	—	—	—
UBS Group AG	N/A	—	123,043	-123,043	-100%	$8.0M	—	—	—
Bristlecone Value Partners, LLC	N/A	—	118,729	-118,729	-100%	$7.7M	—	—	—
BlackRock, Inc.	N/A	—	95,927	-95,927	-100%	$6.2M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	94,814	-94,814	-100%	$6.1M	—	—	—
Prosperity Consulting Group, LLC	N/A	—	92,842	-92,842	-100%	$6.0M	—	—	—
TRB Wealth Management, LLC	N/A	—	86,696	-86,696	-100%	$5.6M	—	—	—
Smith, Moore & Co.	N/A	—	84,547	-84,547	-100%	$6.1M	—	—	—
Cetera Investment Advisers	N/A	—	76,254	-76,254	-100%	$4.9M	—	—	—
MML Investors Services, LLC	N/A	—	68,367	-68,367	-100%	$4.4M	—	—	—
Causey Wealth LLC	N/A	—	67,257	-67,257	-100%	$4.4M	—	—	—
Beckerman Institutional, LLC	N/A	—	63,195	-63,195	-100%	$4.1M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	57,744	-57,744	-100%	$3.7M	—	—	—
Premier Private Wealth Management LLC	N/A	—	50,238	-50,238	-100%	$3.3M	—	—	—
Janney Montgomery Scott LLC	N/A	—	46,876	-46,876	-100%	$3.0M	—	—	—
Wescap Management Group, Inc.	N/A	—	42,821	-42,821	-100%	$2.8M	—	—	—
Royal Bank of Canada	N/A	—	40,918	-40,918	-100%	$2.6M	—	—	—
Global Retirement Partners, LLC	N/A	—	40,222	-40,222	-100%	$2.6M	—	—	—
Stifel Financial Corp	N/A	—	38,932	-38,932	-100%	$2.5M	—	—	—
Texas Yale Capital Corp.	N/A	—	38,284	-38,284	-100%	$2.5M	—	—	—
Vista Investment Management	N/A	—	37,313	-37,313	-100%	$2.4M	—	—	—
Citadel Advisors LLC	N/A	—	29,755	-29,755	-100%	$1.9M	—	—	—
AQR Capital Management LLC	N/A	—	28,421	-28,421	-100%	$1.8M	—	—	—
Johnson Investment Counsel Inc	N/A	—	27,069	-27,069	-100%	$1.8M	—	—	—
Mariner, LLC	N/A	—	25,871	-25,871	-100%	$1.7M	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	21,037	-21,037	-100%	$1.4M	—	—	—
Baird Financial Group, Inc.	N/A	—	20,158	-20,158	-100%	$1.3M	—	—	—
Three Bearings Fiduciary Advisors, Inc.	N/A	—	20,151	-20,151	-100%	$1.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	19,218	-19,218	-100%	$1.2M	—	—	—
W1m Asset Management Ltd	N/A	—	18,640	-18,640	-100%	$1.2M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	18,579	-18,579	-100%	$1.2M	—	—	—
Whittier Trust Co	N/A	—	17,494	-17,494	-100%	$1.1M	—	—	—
Boston Family Office LLC	N/A	—	15,488	-15,488	-100%	$1.0M	—	—	—
Betterment LLC	N/A	—	15,038	-15,038	-100%	$973.0K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	13,752	-13,752	-100%	$889.9K	—	—	—
Everest Private Wealth	N/A	—	13,581	-13,581	-100%	$878.8K	—	—	—
Avos Capital Management, LLC	N/A	—	13,290	-13,290	-100%	$860.0K	—	—	—
Nwam LLC	N/A	—	11,576	-11,576	-100%	$749.1K	—	—	—
Leavell Investment Management, Inc.	N/A	—	11,500	-11,500	-100%	$744.2K	—	—	—
Sanctuary Advisors, LLC	N/A	—	11,431	-11,431	-100%	$739.7K	—	—	—
Waddell & Associates, LLC	N/A	—	11,175	-11,175	-100%	$723.1K	—	—	—
FMR LLC	N/A	—	10,558	-10,558	-100%	$683.2K	—	—	—
AssuredPartners Investment Advisors, LLC	N/A	—	10,383	-10,383	-100%	$671.9K	—	—	—
Cahill Financial Advisors Inc	N/A	—	9,982	-9,982	-100%	$646.0K	—	—	—
Bank OZK	N/A	—	9,895	-9,895	-100%	$640.3K	—	—	—
Trustmark Bank Trust Department	N/A	—	9,710	-9,710	-100%	$628.3K	—	—	—
Flputnam Investment Management Co	N/A	—	9,000	-9,000	-100%	$582.4K	—	—	—
BFC Planning, Inc.	N/A	—	8,829	-8,829	-100%	$571.3K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	8,650	-8,650	-100%	$557.4K	—	—	—
Goldman Sachs Group Inc	N/A	—	8,073	-8,073	-100%	$522.4K	—	—	—
Cresset Asset Management, LLC	N/A	—	7,028	-7,028	-100%	$454.8K	—	—	—
PlanVest Financial, Inc	N/A	—	6,959	-6,959	-100%	$450.3K	—	—	—
PFG Investments, LLC	N/A	—	6,127	-6,127	-100%	$396.5K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	5,996	-5,996	-100%	$388.0K	—	—	—
Northern Trust Corp	N/A	—	5,971	-5,971	-100%	$386.4K	—	—	—
&partners	N/A	—	5,673	-5,673	-100%	$367.1K	—	—	—
Advisory Services Network, LLC	N/A	—	5,398	-5,398	-100%	$349.3K	—	—	—
Sovereign Financial Group, Inc.	N/A	—	5,333	-5,333	-100%	$345.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	5,238	-5,238	-100%	$333.8K	—	—	—
HighPoint Advisor Group LLC	N/A	—	4,766	-4,766	-100%	$308.4K	—	—	—
SageView Advisory Group, LLC	N/A	—	4,634	-4,634	-100%	$299.9K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	4,611	-4,611	-100%	$298.4K	—	—	—
Private Advisor Group, LLC	N/A	—	4,586	-4,586	-100%	$296.7K	—	—	—
Pitcairn Wealth Advisors LLC	N/A	—	4,471	-4,471	-100%	$289.3K	—	—	—
Jacobs Equity LLC	N/A	—	4,417	-4,417	-100%	$285.8K	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	4,358	-4,358	-100%	$282.0K	—	—	—
Modern Wealth Management, LLC	N/A	—	4,180	-4,180	-100%	$270.5K	—	—	—
RWA Wealth Partners, LLC	N/A	—	4,164	-4,164	-100%	$269.5K	—	—	—
Berger Financial Group, Inc	N/A	—	3,904	-3,904	-100%	$252.6K	—	—	—
Qube Research & Technologies Ltd	N/A	—	3,684	-3,684	-100%	$238.4K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	3,611	-3,611	-100%	$233.7K	—	—	—
Capital Analysts, LLC	N/A	—	3,603	-3,603	-100%	$233.0K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	3,575	-3,575	-100%	$228.1K	—	—	—
TRU Independence Asset Management 2, LLC	N/A	—	3,566	-3,566	-100%	$230.8K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	3,506	-3,506	-100%	$226.9K	—	—	—
JPMorgan Chase & Co	N/A	—	2,846	-2,846	-100%	$182.6K	—	—	—
IFG Advisory, LLC	N/A	—	2,513	-2,513	-100%	$162.6K	—	—	—
Blair William & Co	N/A	—	2,250	-2,250	-100%	$145.6K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	2,040	-2,040	-100%	$132.0K	—	—	—
Arax Advisory Partners	N/A	—	1,494	-1,494	-100%	$96.7K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,410	-1,410	-100%	$91.2K	—	—	—
Bank of Montreal	N/A	—	1,342	-1,342	-100%	$86.8K	—	—	—
UBS Asset Management Americas LLC	N/A	—	1,135	-1,135	-100%	$73.4K	—	—	—
Colonial Trust Co / SC	N/A	—	728	-728	-100%	$46.7K	—	—	—
Atlas Capital Advisors Inc.	N/A	—	651	-651	-100%	$42.1K	—	—	—
Vanguard National Trust Co	N/A	—	557	-557	-100%	$36.0K	—	—	—
Osbon Capital Management LLC	N/A	—	529	-529	-100%	$34.2K	—	—	—
Philadelphia Investment Partners, LLC	N/A	—	503	-503	-100%	$32.6K	—	—	—
Huntington National Bank	N/A	—	481	-481	-100%	$31.1K	—	—	—
Rothschild Investment LLC	N/A	—	477	-477	-100%	$30.9K	—	—	—
Walsh & Associates, LLC	N/A	—	330	-330	-100%	$21.4K	—	—	—
AE Wealth Management LLC	N/A	—	238	-238	-100%	$15.4K	—	—	—
Harbour Investments, Inc.	N/A	—	190	-190	-100%	$12.3K	—	—	—
Frazier Financial Advisors, LLC	N/A	—	157	-157	-100%	$10.2K	—	—	—
Millstone Evans Group, LLC	N/A	—	153	-153	-100%	$9.9K	—	—	—
Broadwater Capital Management LLC	N/A	—	141	-141	-100%	$9.1K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	108	-108	-100%	$7.0K	—	—	—
SHP Wealth Management	N/A	—	107	-107	-100%	$6.9K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	93	-93	-100%	$6.0K	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	93	-93	-100%	$6.0K	—	—	—
Sachetta, LLC	N/A	—	59	-59	-100%	$3.8K	—	—	—
Dunhill Financial, LLC	N/A	—	54	-54	-100%	$3.5K	—	—	—
LRI Investments, LLC	N/A	—	50	-50	-100%	$3.2K	—	—	—
Tidemark, LLC	N/A	—	44	-44	-100%	$2.8K	—	—	—
Vanguard Advisers Inc	N/A	—	33	-33	-100%	$2.1K	—	—	—
Smartleaf Asset Management LLC	N/A	—	22	-22	-100%	$1.5K	—	—	—
Financial Life Planners	N/A	—	21	-21	-100%	$1.4K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	16	-16	-100%	$1.0K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	15	-15	-100%	$971	—	—	—
Continuum Advisory, LLC	N/A	—	8	-8	-100%	$518	—	—	—
Kilter Group LLC	N/A	—	1	-1	-100%	$97	—	—	—

Showing 266 of 266 institutions