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Wisdomtree U.S. Value Fund (WTV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares3,357,405 from 3,234,403
Change+123,002 (+4%)
Value$343.9M (+$14.9M)
Filed 2026-11-06
HighTower Advisors, LLC
INCREASED
Shares1,307,790 from 1,267,908
Change+39,882 (+3%)
Value$134.0M (+$5.0M)
Filed 2026-11-10
Kestra Advisory Services, LLC
INCREASED
Shares574,066 from 516,715
Change+57,351 (+11%)
Value$58.8M (+$6.2M)
Filed 2026-11-02
First Community Trust NA
DECREASED
Shares531,343 from 545,821
Change-14,478 (-3%)
Value$54.4M (-$1.1M)
Filed 2026-10-07
Horizon Wealth Management, LLC
NEW
Shares414,254
Change+414,254
Value$42.4M
Filed 2026-11-02
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares304,800 from 266,800
Change+38,000 (+14%)
Value$31.2K (-$27.1M)
Filed 2026-11-02
Trust Co of Toledo NA
INCREASED
Shares258,126 from 200,115
Change+58,011 (+29%)
Value$26.4M (+$6.1M)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares255,493 from 248,743
Change+6,750 (+3%)
Value$26.6M (+$656.6K)
Filed 2026-10-13
Lido Advisors, LLC
NEW
Shares246,065
Change+246,065
Value$25.2M
Filed 2026-11-04
Legacy Financial Advisors, Inc.
INCREASED
Shares233,545 from 226,780
Change+6,765 (+3%)
Value$23.9M (+$856.3K)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares228,681 from 221,857
Change+6,824 (+3%)
Value$23.4K (-$22.5M)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares210,753 from 211,755
Change-1,002 (0%)
Value$21.6M (+$49.8K)
Filed 2026-10-26
Venture Visionary Partners LLC
INCREASED
Shares177,066 from 173,085
Change+3,981 (+2%)
Value$18.1M (+$532.5K)
Filed 2026-10-07
Systelligence, LLC
INCREASED
Shares174,606 from 160,487
Change+14,119 (+9%)
Value$17.9M (+$1.6M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares168,449 from 188,315
Change-19,866 (-11%)
Value$17.3M (-$1.9M)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
INCREASED
Shares164,093 from 160,028
Change+4,065 (+3%)
Value$16.8M (+$531.7K)
Filed 2026-10-26
Prism Advisors, Inc.
DECREASED
Shares160,605 from 184,919
Change-24,314 (-13%)
Value$16.7M (-$2.1M)
Filed 2026-10-09
Cornerstone Planning Group LLC
INCREASED
Shares151,421 from 146,722
Change+4,699 (+3%)
Value$15.8M (+$428.1K)
Filed 2026-10-16
626 Financial, LLC
INCREASED
Shares150,571 from 148,026
Change+2,545 (+2%)
Value$15.4M (+$367.3K)
Filed 2026-11-04
Certuity, LLC
INCREASED
Shares144,030 from 123,471
Change+20,559 (+17%)
Value$14.8M (+$2.2M)
Filed 2026-11-02
Onyx Bridge Wealth Group LLC
DECREASED
Shares137,134 from 165,274
Change-28,140 (-17%)
Value$14.0M (-$2.8M)
Filed 2026-10-16
Capital Asset Advisory Services LLC
DECREASED
Shares112,329 from 116,832
Change-4,503 (-4%)
Value$12.1M (+$258.6K)
Filed 2026-10-30
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares110,972 from 108,467
Change+2,505 (+2%)
Value$11.4M (+$302.6K)
Filed 2026-10-13
Team Financial Group, LLC
DECREASED
Shares105,297 from 106,286
Change-989 (-1%)
Value$10.8M (-$24.8K)
Filed 2026-10-30
Ceera Investments, LLC
INCREASED
Shares98,723 from 71,378
Change+27,345 (+38%)
Value$10.1M (+$2.9M)
Filed 2026-11-02
Western Wealth Management, LLC
INCREASED
Shares84,492 from 76,942
Change+7,550 (+10%)
Value$8.7M (+$828.9K)
Filed 2026-11-09
D.A. Davidson & Co.
INCREASED
Shares79,162 from 73,926
Change+5,236 (+7%)
Value$8.1M (+$589.6K)
Filed 2026-10-28
Leslie Global Wealth, LLC
INCREASED
Shares69,891 from 39,649
Change+30,242 (+76%)
Value$7.2M (+$74.9K)
Filed 2026-10-26
Optima Capital LLC
INCREASED
Shares68,433 from 37,966
Change+30,467 (+80%)
Value$7.0M (+$3.1M)
Filed 2026-10-29
Geneos Wealth Management Inc.
INCREASED
Shares66,422 from 64,254
Change+2,168 (+3%)
Value$6.8M (+$268.4K)
Filed 2026-11-09
IFG Advisory, LLC
INCREASED
Shares65,552 from 63,733
Change+1,819 (+3%)
Value$6.7M (+$232.2K)
Filed 2026-11-09
Columbia Advisory Partners LLC
DECREASED
Shares64,186 from 66,582
Change-2,396 (-4%)
Value$6.6M (-$197.5K)
Filed 2026-10-15
Truist Financial Corp
DECREASED
Shares63,511 from 64,194
Change-683 (-1%)
Value$6.5M (-$23.7K)
Filed 2026-10-30
USAdvisors Wealth Management, LLC
INCREASED
Shares61,614 from 60,504
Change+1,110 (+2%)
Value$6.3K (-$6.1M)
Filed 2026-10-21
United Advisor Group, LLC
INCREASED
Shares57,013 from 54,200
Change+2,813 (+5%)
Value$5.8M (+$327.2K)
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares51,449 from 47,989
Change+3,460 (+7%)
Value$5.3M (+$389.0K)
Filed 2026-11-04
Lanark Financial, Inc.
DECREASED
Shares44,846 from 45,345
Change-499 (-1%)
Value$4.6M (-$18.6K)
Filed 2026-10-26
Santori & Peters, Inc.
INCREASED
Shares44,485 from 30,321
Change+14,164 (+47%)
Value$4.6M (+$1.5M)
Filed 2026-10-26
Nilsine Partners, LLC
DECREASED
Shares43,721 from 43,817
Change-96 (0%)
Value$4.5M (+$21.7K)
Filed 2026-11-02
Vericrest Private Wealth
INCREASED
Shares43,494 from 43,350
Change+144 (+0%)
Value$4.5M (+$46.0K)
Filed 2026-10-21
Bay Capital Advisors, LLC
INCREASED
Shares40,896 from 37,941
Change+2,955 (+8%)
Value$4.2M (+$330.0K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
INCREASED
Shares39,274 from 36,435
Change+2,839 (+8%)
Value$4.0M (+$317.0K)
Filed 2026-11-05
Powers Advisory Group, LLC
INCREASED
Shares37,957 from 33,843
Change+4,114 (+12%)
Value$3.9M (+$445.8K)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
INCREASED
Shares36,060 from 35,109
Change+951 (+3%)
Value$3.7M (+$122.7K)
Filed 2026-11-03
Founders Financial Securities LLC
INCREASED
Shares30,601 from 26,958
Change+3,643 (+14%)
Value$3.1M (+$392.6K)
Filed 2026-10-28
Uptick Partners, LLC
INCREASED
Shares30,345 from 25,791
Change+4,554 (+18%)
Value$3.1M (+$485.1K)
Filed 2026-11-04
BFI Wealth Solutions, LLC
INCREASED
Shares30,168 from 20,426
Change+9,742 (+48%)
Value$3.1M (+$1.0M)
Filed 2026-10-16
First National Bank Sioux Falls
INCREASED
Shares28,773 from 22,226
Change+6,547 (+29%)
Value$2.9M (+$781.8K)
Filed 2026-10-13
Advisor Resource Council
INCREASED
Shares27,873 from 26,801
Change+1,072 (+4%)
Value$2.9M (+$113.0K)
Filed 2026-11-05
Vise Technologies, Inc.
NEW
Shares25,875
Change+25,875
Value$2.7M
Filed 2026-10-29
Guilbault Capital LLC
INCREASED
Shares25,734 from 11,263
Change+14,471 (+128%)
Value$2.6M (+$1.5M)
Filed 2026-10-28
Cooper Financial Group
INCREASED
Shares24,160 from 22,705
Change+1,455 (+6%)
Value$2.5M (+$165.4K)
Filed 2026-10-07
Harbour Investments, Inc.
INCREASED
Shares23,126 from 22,187
Change+939 (+4%)
Value$2.4M (+$112.2K)
Filed 2026-11-09
Etesian Wealth Advisors, Inc.
INCREASED
Shares23,021 from 15,188
Change+7,833 (+52%)
Value$2.4M (+$813.3K)
Filed 2026-10-27
MFG Investments, LLC
NEW
Shares21,219
Change+21,219
Value$2.2M
Filed 2026-10-30
Thoroughbred Financial Services, LLC
INCREASED
Shares21,147 from 19,388
Change+1,759 (+9%)
Value$2.2K (-$2.0M)
Filed 2026-11-09
Alchemi Wealth, LLC
INCREASED
Shares20,163 from 19,781
Change+382 (+2%)
Value$2.1M (+$53.3K)
Filed 2026-11-04
Integrity Alliance, Llc.
INCREASED
Shares19,833 from 19,112
Change+721 (+4%)
Value$2.0M (+$87.7K)
Filed 2026-10-29
Centerpoint Advisory Group
INCREASED
Shares19,206 from 15,316
Change+3,890 (+25%)
Value$2.0M (+$409.6K)
Filed 2026-10-23
Valued Retirements, Inc.
INCREASED
Shares18,276 from 17,908
Change+368 (+2%)
Value$1.9M (+$50.6K)
Filed 2026-11-06
Weaver Consulting Group
NEW
Shares16,256
Change+16,256
Value$1.7M
Filed 2026-10-07
IFP Advisors, Inc
DECREASED
Shares15,987 from 16,047
Change-60 (0%)
Value$1.6M (+$5.4K)
Filed 2026-10-16
Sigma Planning Corp
DECREASED
Shares15,642 from 15,981
Change-339 (-2%)
Value$1.6M (-$23.3K)
Filed 2026-10-23
WealthPoint Financial, LLC
INCREASED
Shares15,377 from 15,270
Change+107 (+1%)
Value$1.6M (+$22.0K)
Filed 2026-11-03
TopTier Wealth Management, LLC
INCREASED
Shares14,979 from 12,264
Change+2,715 (+22%)
Value$1.5M (+$286.9K)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED
Shares14,612 from 12,118
Change+2,494 (+21%)
Value$1.5M (+$264.2K)
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares14,489 from 14,010
Change+479 (+3%)
Value$1.5M (+$59.1K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
INCREASED
Shares14,373 from 14,170
Change+203 (+1%)
Value$1.5M (+$31.0K)
Filed 2026-11-06
WJ Wealth Management, LLC
NEW
Shares13,046
Change+13,046
Value$1.3M
Filed 2026-11-03
MidAtlantic Capital Management, Inc.
DECREASED
Shares12,219 from 12,673
Change-454 (-4%)
Value$1.3M (-$37.4K)
Filed 2026-11-05
Solano Wealth Investment Advisors LLC
DECREASED
Shares11,710 from 11,941
Change-231 (-2%)
Value$1.2M (-$15.2K)
Filed 2026-11-06
Matauro, LLC
DECREASED
Shares11,419 from 11,470
Change-51 (0%)
Value$1.2M (+$3.0K)
Filed 2026-11-03
Fifth Third Securities, Inc.
INCREASED
Shares11,404 from 9,305
Change+2,099 (+23%)
Value$1.2M (+$221.7K)
Filed 2026-10-21
Parsons Capital Management Inc
INCREASED
Shares10,842 from 9,702
Change+1,140 (+12%)
Value$1.1M (+$123.8K)
Filed 2026-10-28
Atlas Brown,Inc.
INCREASED
Shares10,501 from 9,665
Change+836 (+9%)
Value$1.1M (+$92.6K)
Filed 2026-10-09
Ballew Advisors, Inc
INCREASED
Shares10,203 from 7,547
Change+2,656 (+35%)
Value$1.1M (+$274.1K)
Filed 2026-10-05
RVW Wealth, LLC
UNCHANGED
Shares9,510 from 9,510
Change0 (0%)
Value$974.2K (+$6.8K)
Filed 2026-10-06
Capital Investment Advisory Services, LLC
INCREASED
Shares8,954 from 8,125
Change+829 (+10%)
Value$917.3K (+$90.8K)
Filed 2026-10-30
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares8,654 from 7,978
Change+676 (+8%)
Value$886.6K (+$75.0K)
Filed 2026-10-29
Atria Investments, Inc
INCREASED
Shares8,376 from 4,918
Change+3,458 (+70%)
Value$858.0K (+$357.7K)
Filed 2026-10-15
Partners Wealth Management, LLC
NEW
Shares8,228
Change+8,228
Value$842.9K
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED
Shares8,183 from 7,425
Change+758 (+10%)
Value$838.3K (+$83.1K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
DECREASED
Shares8,042 from 9,298
Change-1,256 (-14%)
Value$823.8K (-$121.9K)
Filed 2026-10-16
Signal Advisors Wealth, LLC
NEW
Shares7,967
Change+7,967
Value$816.1K
Filed 2026-10-13
Clear Creek Financial Management, LLC
NEW
Shares6,673
Change+6,673
Value$683.6K
Filed 2026-10-28
Narus Financial Partners, LLC
INCREASED
Shares6,433 from 5,277
Change+1,156 (+22%)
Value$659.0K (+$122.2K)
Filed 2026-10-19
Fifth Third Bancorp
DECREASED
Shares6,304 from 7,192
Change-888 (-12%)
Value$645.8K (-$85.8K)
Filed 2026-11-05
Philadelphia Investment Partners, LLC
DECREASED
Shares5,903 from 6,135
Change-232 (-4%)
Value$604.8K (-$19.3K)
Filed 2026-11-09
William John Sempolinski
NEW
Shares5,868
Change+5,868
Value$601.1K
Filed 2026-10-20
XY Planning Network, Inc.
INCREASED
Shares5,532 from 4,961
Change+571 (+12%)
Value$566.7K (+$62.0K)
Filed 2026-10-14
Thrivent Financial for Lutherans
INCREASED
Shares5,361 from 4,772
Change+589 (+12%)
Value$549 (-$484.5K)
Filed 2026-11-05
Leavell Investment Management, Inc.
INCREASED
Shares5,310 from 3,675
Change+1,635 (+44%)
Value$544.0K (+$170.1K)
Filed 2026-11-09
Wedbush Securities Inc
DECREASED
Shares5,293 from 12,014
Change-6,721 (-56%)
Value$542 (-$1.2M)
Filed 2026-10-22
Wharton Business Group, LLC
UNCHANGED
Shares4,885 from 4,885
Change0 (0%)
Value$500.4K (+$3.5K)
Filed 2026-11-09
Willner & Heller, LLC
INCREASED
Shares4,746 from 4,706
Change+40 (+1%)
Value$486.2K (+$7.5K)
Filed 2026-10-28
Kane Investment Management, Inc.
INCREASED
Shares4,632 from 2,433
Change+2,199 (+90%)
Value$474.5K (+$227.0K)
Filed 2026-11-09
Wealthcare Advisory Partners LLC
INCREASED
Shares4,388 from 3,252
Change+1,136 (+35%)
Value$449.5K (+$118.6K)
Filed 2026-10-21
O'Brien Greene & Co. Inc
UNCHANGED
Shares4,322 from 4,322
Change0 (0%)
Value$442.7K (+$3.1K)
Filed 2026-11-05
Beacon Financial Advisory LLC
DECREASED
Shares4,305 from 4,810
Change-505 (-10%)
Value$441.0K (-$48.3K)
Filed 2026-10-16
NWF Advisory Services Inc.
INCREASED
Shares4,142 from 3,973
Change+169 (+4%)
Value$424.3K (+$20.2K)
Filed 2026-10-19
Private Trust Co NA
INCREASED
Shares4,087 from 2,480
Change+1,607 (+65%)
Value$418.7K (+$166.4K)
Filed 2026-10-20
Bison Wealth, LLC
INCREASED
Shares4,069 from 3,692
Change+377 (+10%)
Value$426.3K (+$44.7K)
Filed 2026-10-13
Verus Financial Partners, Inc.
UNCHANGED
Shares3,918 from 3,918
Change0 (0%)
Value$401.4K (+$2.8K)
Filed 2026-10-29
Creative Planning
NEW
Shares3,642
Change+3,642
Value$373.1K
Filed 2026-11-02
Silver OAK Securities, Incorporated
DECREASED
Shares3,600 from 4,202
Change-602 (-14%)
Value$381.7K (-$45.8K)
Filed 2026-11-09
World Equity Group, Inc.
NEW
Shares3,572
Change+3,572
Value$365.9K
Filed 2026-10-14
Kestra Private Wealth Services, LLC
DECREASED
Shares3,494 from 9,477
Change-5,983 (-63%)
Value$357.9K (-$606.1K)
Filed 2026-11-06
Quartz Partners, LLC
INCREASED
Shares3,427 from 3,387
Change+40 (+1%)
Value$351.0K (+$6.5K)
Filed 2026-11-03
Farrell Financial LLC
DECREASED
Shares3,420 from 3,450
Change-30 (-1%)
Value$350.3K (-$625)
Filed 2026-10-16
TFB Advisors LLC
UNCHANGED
Shares3,370 from 3,370
Change0 (0%)
Value$345.2K (+$2.4K)
Filed 2026-11-02
Avaii Wealth Management, LLC
INCREASED
Shares3,289 from 2,801
Change+488 (+17%)
Value$339.2K (+$54.3K)
Filed 2026-10-09
Woodard & Co Asset Management Group Inc
DECREASED
Shares3,263 from 3,268
Change-5 (0%)
Value$334.3K (+$1.8K)
Filed 2026-11-03
TAGStone Capital, Inc.
NEW
Shares3,190
Change+3,190
Value$326.8K
Filed 2026-11-09
Dynamic Advisor Solutions LLC
INCREASED
Shares3,188 from 3,143
Change+45 (+1%)
Value$326.6K (+$6.9K)
Filed 2026-10-13
HighPoint Advisor Group LLC
INCREASED
Shares3,140 from 2,834
Change+306 (+11%)
Value$321.7K (+$33.4K)
Filed 2026-11-09
Enclave Advisors LLC
NEW
Shares2,957
Change+2,957
Value$302.9K
Filed 2026-10-14
Great Valley Advisor Group, Inc.
INCREASED
Shares2,822 from 2,724
Change+98 (+4%)
Value$289.1K (+$12.1K)
Filed 2026-11-09
Fiduciary Alliance LLC
INCREASED
Shares2,735 from 2,649
Change+86 (+3%)
Value$280.2K (+$10.7K)
Filed 2026-10-13
Koshinski Asset Management, Inc.
UNCHANGED
Shares2,719 from 2,719
Change0 (0%)
Value$278.5K (+$2.0K)
Filed 2026-10-29
Cathy Pareto & Associates, Inc
DECREASED
Shares2,687 from 2,856
Change-169 (-6%)
Value$275.3K (-$15.3K)
Filed 2026-10-15
Park Avenue Securities LLC
INCREASED
Shares2,577 from 2,419
Change+158 (+7%)
Value$264 (-$245.7K)
Filed 2026-10-26
Reap Financial Group, LLC
DECREASED
Shares2,331 from 2,446
Change-115 (-5%)
Value$238.8K (-$10.0K)
Filed 2026-11-02
Pandowealth. LLC
NEW
Shares2,103
Change+2,103
Value$222.9K
Filed 2026-11-09
Assetmark, Inc
DECREASED
Shares1,277 from 1,291
Change-14 (-1%)
Value$130.8K (-$505)
Filed 2026-10-21
US Bancorp \de\
UNCHANGED
Shares1,094 from 1,094
Change0 (0%)
Value$112.1K (+$787)
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares1,022 from 915
Change+107 (+12%)
Value$104.7K (+$11.7K)
Filed 2026-10-29
CoreCap Advisors, LLC
INCREASED
Shares877 from 850
Change+27 (+3%)
Value$89.8K (+$3.4K)
Filed 2026-10-08
Rossby Financial, LCC
NEW
Shares820
Change+820
Value$84.0K
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
INCREASED
Shares788 from 676
Change+112 (+17%)
Value$80.7K (+$11.9K)
Filed 2026-10-15
Mcdonald Partners LLC
INCREASED
Shares677 from 648
Change+29 (+4%)
Value$69.4K (+$3.4K)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares641 from 638
Change+3 (+0%)
Value$65.7K (+$732)
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$59.3K ($0)
Filed 2026-11-06
Collier Financial
NEW
Shares485
Change+485
Value$49.7K
Filed 2026-11-06
Spire Wealth Management
UNCHANGED
Shares434 from 434
Change0 (0%)
Value$44.5K (+$313)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
INCREASED
Shares415 from 195
Change+220 (+113%)
Value$42.5K (+$22.7K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
INCREASED
Shares320 from 70
Change+250 (+357%)
Value$32.8K (+$25.7K)
Filed 2026-10-21
Jnba Financial Advisors
INCREASED
Shares318 from 316
Change+2 (+1%)
Value$32.6K (+$399)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares295 from 113
Change+182 (+161%)
Value$30.2K (+$18.7K)
Filed 2026-10-08
Clearstead Advisors, LLC
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$23.5K (+$165)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
NEW
Shares200
Change+200
Value$20.6K
Filed 2026-11-04
Evolution Wealth Management Inc.
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$17.7K (+$124)
Filed 2026-10-28
Morton Brown Family Wealth, LLC
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$16.8K (+$118)
Filed 2026-10-23
Covestor Ltd
INCREASED
Shares159 from 155
Change+4 (+3%)
Value$16 ($0)
Filed 2026-10-30
PMV Capital Advisers, LLC
NEW
Shares121
Change+121
Value$12.4K
Filed 2026-11-09
Abound Wealth Management
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$8.6K (+$60)
Filed 2026-10-26
NBT Bank, N.A.
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$6.9K (+$48)
Filed 2026-10-21
Larson Financial Group LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$4.3K (+$30)
Filed 2026-11-05
Hilltop National Bank
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$3.5K (+$25)
Filed 2026-10-14
Main Street Group, LTD
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.3K (+$16)
Filed 2026-10-28
Citigroup Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$102 ($0)
Filed 2026-11-04
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 116,832
Change-116,832 (-100%)
Value$0 (-$11.9M)
Filed 2026-10-21
Redhawk Wealth Advisors, Inc.
CLOSED
Shares0 from 3,167
Change-3,167 (-100%)
Value$0 (-$322.1K)
Filed 2026-10-14
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$81.4K)
Filed 2026-11-06
Russell Investments Group, Ltd.
CLOSED
Shares0 from 465
Change-465 (-100%)
Value$0 (-$47.3K)
Filed 2026-11-06
Torren Management, LLC
CLOSED
Shares0 from 417
Change-417 (-100%)
Value$0 (-$42.4K)
Filed 2026-10-29
Bank of Montreal
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$5.1K)
Filed 2026-11-09
Milestone Investment Advisors LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-05
Raymond James Financial Inc
N/A
Shares— from 1,872,080
Change-1,872,080 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,688,436
Change-1,688,436 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,652,709
Change-1,652,709 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,302,119
Change-1,302,119 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 637,003
Change-637,003 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 398,169
Change-398,169 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 385,150
Change-385,150 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 355,650
Change-355,650 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 355,607
Change-355,607 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 346,145
Change-346,145 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 223,678
Change-223,678 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 173,587
Change-173,587 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 138,725
Change-138,725 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 115,504
Change-115,504 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 112,212
Change-112,212 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 107,161
Change-107,161 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 96,039
Change-96,039 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 90,250
Change-90,250 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 84,700
Change-84,700 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 82,878
Change-82,878 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 80,812
Change-80,812 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 66,393
Change-66,393 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 65,754
Change-65,754 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 54,192
Change-54,192 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 51,778
Change-51,778 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 48,478
Change-48,478 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 43,832
Change-43,832 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 36,937
Change-36,937 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 35,278
Change-35,278 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 25,764
Change-25,764 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 23,377
Change-23,377 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 21,901
Change-21,901 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 20,587
Change-20,587 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 20,391
Change-20,391 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 19,579
Change-19,579 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 18,636
Change-18,636 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 17,357
Change-17,357 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 16,692
Change-16,692 (-100%)
Value—
UBS Group AG
N/A
Shares— from 16,150
Change-16,150 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 14,941
Change-14,941 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 14,930
Change-14,930 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 13,533
Change-13,533 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 12,478
Change-12,478 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 12,410
Change-12,410 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 12,010
Change-12,010 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 11,882
Change-11,882 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 10,084
Change-10,084 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 9,966
Change-9,966 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 9,382
Change-9,382 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 9,023
Change-9,023 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 8,812
Change-8,812 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 8,227
Change-8,227 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,090
Change-7,090 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 6,904
Change-6,904 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,433
Change-6,433 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,227
Change-6,227 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 6,198
Change-6,198 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 5,792
Change-5,792 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 5,715
Change-5,715 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,654
Change-5,654 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 5,469
Change-5,469 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 4,897
Change-4,897 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,786
Change-4,786 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,749
Change-4,749 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 4,667
Change-4,667 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 4,472
Change-4,472 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,454
Change-4,454 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,327
Change-4,327 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 4,252
Change-4,252 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,774
Change-3,774 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,675
Change-3,675 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,454
Change-3,454 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 3,148
Change-3,148 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,107
Change-3,107 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,038
Change-3,038 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,919
Change-2,919 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 2,828
Change-2,828 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 2,775
Change-2,775 (-100%)
Value—
&partners
N/A
Shares— from 2,774
Change-2,774 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,609
Change-2,609 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,169
Change-2,169 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 850
Change-850 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 648
Change-648 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 562
Change-562 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 351
Change-351 (-100%)
Value—
Blair William & Co
N/A
Shares— from 144
Change-144 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 105
Change-105 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 75
Change-75 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 30
Change-30 (-100%)
Value—
FMR LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Status
LPL Financial LLC
INCREASED3,357,4053,234,403+123,002+4%$329.0M$343.9M+$14.9M2026-11-06
HighTower Advisors, LLC
INCREASED1,307,7901,267,908+39,882+3%$129.0M$134.0M+$5.0M2026-11-10
Kestra Advisory Services, LLC
INCREASED574,066516,715+57,351+11%$52.6M$58.8M+$6.2M2026-11-02
First Community Trust NA
DECREASED531,343545,821-14,478-3%$55.5M$54.4M-$1.1M2026-10-07
Horizon Wealth Management, LLC
NEW414,254—+414,254——$42.4M—2026-11-02
Harel Insurance Investments & Financial Services Ltd.
INCREASED304,800266,800+38,000+14%$27.1M$31.2K-$27.1M2026-11-02
Trust Co of Toledo NA
INCREASED258,126200,115+58,011+29%$20.4M$26.4M+$6.1M2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED255,493248,743+6,750+3%$26.0M$26.6M+$656.6K2026-10-13
Lido Advisors, LLC
NEW246,065—+246,065——$25.2M—2026-11-04
Legacy Financial Advisors, Inc.
INCREASED233,545226,780+6,765+3%$23.1M$23.9M+$856.3K2026-11-09
Cambridge Investment Research Advisors, Inc.
INCREASED228,681221,857+6,824+3%$22.6M$23.4K-$22.5M2026-11-02
Oppenheimer & Co Inc
DECREASED210,753211,755-1,0020%$21.5M$21.6M+$49.8K2026-10-26
Venture Visionary Partners LLC
INCREASED177,066173,085+3,981+2%$17.6M$18.1M+$532.5K2026-10-07
Systelligence, LLC
INCREASED174,606160,487+14,119+9%$16.3M$17.9M+$1.6M2026-11-05
Commonwealth Equity Services, LLC
DECREASED168,449188,315-19,866-11%$19.2M$17.3M-$1.9M2026-11-02
Flagship Harbor Advisors, LLC
INCREASED164,093160,028+4,065+3%$16.3M$16.8M+$531.7K2026-10-26
Prism Advisors, Inc.
DECREASED160,605184,919-24,314-13%$18.8M$16.7M-$2.1M2026-10-09
Cornerstone Planning Group LLC
INCREASED151,421146,722+4,699+3%$15.4M$15.8M+$428.1K2026-10-16
626 Financial, LLC
INCREASED150,571148,026+2,545+2%$15.1M$15.4M+$367.3K2026-11-04
Certuity, LLC
INCREASED144,030123,471+20,559+17%$12.6M$14.8M+$2.2M2026-11-02
Onyx Bridge Wealth Group LLC
DECREASED137,134165,274-28,140-17%$16.8M$14.0M-$2.8M2026-10-16
Capital Asset Advisory Services LLC
DECREASED112,329116,832-4,503-4%$11.9M$12.1M+$258.6K2026-10-30
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED110,972108,467+2,505+2%$11.1M$11.4M+$302.6K2026-10-13
Team Financial Group, LLC
DECREASED105,297106,286-989-1%$10.8M$10.8M-$24.8K2026-10-30
Ceera Investments, LLC
INCREASED98,72371,378+27,345+38%$7.3M$10.1M+$2.9M2026-11-02
Western Wealth Management, LLC
INCREASED84,49276,942+7,550+10%$7.8M$8.7M+$828.9K2026-11-09
D.A. Davidson & Co.
INCREASED79,16273,926+5,236+7%$7.5M$8.1M+$589.6K2026-10-28
Leslie Global Wealth, LLC
INCREASED69,89139,649+30,242+76%$7.1M$7.2M+$74.9K2026-10-26
Optima Capital LLC
INCREASED68,43337,966+30,467+80%$3.9M$7.0M+$3.1M2026-10-29
Geneos Wealth Management Inc.
INCREASED66,42264,254+2,168+3%$6.5M$6.8M+$268.4K2026-11-09
IFG Advisory, LLC
INCREASED65,55263,733+1,819+3%$6.5M$6.7M+$232.2K2026-11-09
Columbia Advisory Partners LLC
DECREASED64,18666,582-2,396-4%$6.8M$6.6M-$197.5K2026-10-15
Truist Financial Corp
DECREASED63,51164,194-683-1%$6.5M$6.5M-$23.7K2026-10-30
USAdvisors Wealth Management, LLC
INCREASED61,61460,504+1,110+2%$6.2M$6.3K-$6.1M2026-10-21
United Advisor Group, LLC
INCREASED57,01354,200+2,813+5%$5.5M$5.8M+$327.2K2026-11-03
Creative Financial Designs Inc
INCREASED51,44947,989+3,460+7%$4.9M$5.3M+$389.0K2026-11-04
Lanark Financial, Inc.
DECREASED44,84645,345-499-1%$4.6M$4.6M-$18.6K2026-10-26
Santori & Peters, Inc.
INCREASED44,48530,321+14,164+47%$3.1M$4.6M+$1.5M2026-10-26
Nilsine Partners, LLC
DECREASED43,72143,817-960%$4.5M$4.5M+$21.7K2026-11-02
Vericrest Private Wealth
INCREASED43,49443,350+144+0%$4.4M$4.5M+$46.0K2026-10-21
Bay Capital Advisors, LLC
INCREASED40,89637,941+2,955+8%$3.9M$4.2M+$330.0K2026-10-16
J.W. Cole Advisors, Inc.
INCREASED39,27436,435+2,839+8%$3.7M$4.0M+$317.0K2026-11-05
Powers Advisory Group, LLC
INCREASED37,95733,843+4,114+12%$3.4M$3.9M+$445.8K2026-10-14
Ashton Thomas Private Wealth, LLC
INCREASED36,06035,109+951+3%$3.6M$3.7M+$122.7K2026-11-03
Founders Financial Securities LLC
INCREASED30,60126,958+3,643+14%$2.7M$3.1M+$392.6K2026-10-28
Uptick Partners, LLC
INCREASED30,34525,791+4,554+18%$2.6M$3.1M+$485.1K2026-11-04
BFI Wealth Solutions, LLC
INCREASED30,16820,426+9,742+48%$2.1M$3.1M+$1.0M2026-10-16
First National Bank Sioux Falls
INCREASED28,77322,226+6,547+29%$2.2M$2.9M+$781.8K2026-10-13
Advisor Resource Council
INCREASED27,87326,801+1,072+4%$2.8M$2.9M+$113.0K2026-11-05
Vise Technologies, Inc.
NEW25,875—+25,875——$2.7M—2026-10-29
Guilbault Capital LLC
INCREASED25,73411,263+14,471+128%$1.1M$2.6M+$1.5M2026-10-28
Cooper Financial Group
INCREASED24,16022,705+1,455+6%$2.3M$2.5M+$165.4K2026-10-07
Harbour Investments, Inc.
INCREASED23,12622,187+939+4%$2.3M$2.4M+$112.2K2026-11-09
Etesian Wealth Advisors, Inc.
INCREASED23,02115,188+7,833+52%$1.5M$2.4M+$813.3K2026-10-27
MFG Investments, LLC
NEW21,219—+21,219——$2.2M—2026-10-30
Thoroughbred Financial Services, LLC
INCREASED21,14719,388+1,759+9%$2.0M$2.2K-$2.0M2026-11-09
Alchemi Wealth, LLC
INCREASED20,16319,781+382+2%$2.0M$2.1M+$53.3K2026-11-04
Integrity Alliance, Llc.
INCREASED19,83319,112+721+4%$1.9M$2.0M+$87.7K2026-10-29
Centerpoint Advisory Group
INCREASED19,20615,316+3,890+25%$1.6M$2.0M+$409.6K2026-10-23
Valued Retirements, Inc.
INCREASED18,27617,908+368+2%$1.8M$1.9M+$50.6K2026-11-06
Weaver Consulting Group
NEW16,256—+16,256——$1.7M—2026-10-07
IFP Advisors, Inc
DECREASED15,98716,047-600%$1.6M$1.6M+$5.4K2026-10-16
Sigma Planning Corp
DECREASED15,64215,981-339-2%$1.6M$1.6M-$23.3K2026-10-23
WealthPoint Financial, LLC
INCREASED15,37715,270+107+1%$1.6M$1.6M+$22.0K2026-11-03
TopTier Wealth Management, LLC
INCREASED14,97912,264+2,715+22%$1.2M$1.5M+$286.9K2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED14,61212,118+2,494+21%$1.2M$1.5M+$264.2K2026-10-16
RFG Advisory, LLC
INCREASED14,48914,010+479+3%$1.4M$1.5M+$59.1K2026-11-03
PNC Financial Services Group, Inc.
INCREASED14,37314,170+203+1%$1.4M$1.5M+$31.0K2026-11-06
WJ Wealth Management, LLC
NEW13,046—+13,046——$1.3M—2026-11-03
MidAtlantic Capital Management, Inc.
DECREASED12,21912,673-454-4%$1.3M$1.3M-$37.4K2026-11-05
Solano Wealth Investment Advisors LLC
DECREASED11,71011,941-231-2%$1.2M$1.2M-$15.2K2026-11-06
Matauro, LLC
DECREASED11,41911,470-510%$1.2M$1.2M+$3.0K2026-11-03
Fifth Third Securities, Inc.
INCREASED11,4049,305+2,099+23%$946.5K$1.2M+$221.7K2026-10-21
Parsons Capital Management Inc
INCREASED10,8429,702+1,140+12%$986.9K$1.1M+$123.8K2026-10-28
Atlas Brown,Inc.
INCREASED10,5019,665+836+9%$983.2K$1.1M+$92.6K2026-10-09
Ballew Advisors, Inc
INCREASED10,2037,547+2,656+35%$778.4K$1.1M+$274.1K2026-10-05
RVW Wealth, LLC
UNCHANGED9,5109,51000%$967.4K$974.2K+$6.8K2026-10-06
Capital Investment Advisory Services, LLC
INCREASED8,9548,125+829+10%$826.5K$917.3K+$90.8K2026-10-30
Walled Lake Planning & Wealth Management, LLC
INCREASED8,6547,978+676+8%$811.5K$886.6K+$75.0K2026-10-29
Atria Investments, Inc
INCREASED8,3764,918+3,458+70%$500.3K$858.0K+$357.7K2026-10-15
Partners Wealth Management, LLC
NEW8,228—+8,228——$842.9K—2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED8,1837,425+758+10%$755.2K$838.3K+$83.1K2026-10-13
Concurrent Investment Advisors, LLC
DECREASED8,0429,298-1,256-14%$945.8K$823.8K-$121.9K2026-10-16
Signal Advisors Wealth, LLC
NEW7,967—+7,967——$816.1K—2026-10-13
Clear Creek Financial Management, LLC
NEW6,673—+6,673——$683.6K—2026-10-28
Narus Financial Partners, LLC
INCREASED6,4335,277+1,156+22%$536.8K$659.0K+$122.2K2026-10-19
Fifth Third Bancorp
DECREASED6,3047,192-888-12%$731.6K$645.8K-$85.8K2026-11-05
Philadelphia Investment Partners, LLC
DECREASED5,9036,135-232-4%$624.1K$604.8K-$19.3K2026-11-09
William John Sempolinski
NEW5,868—+5,868——$601.1K—2026-10-20
XY Planning Network, Inc.
INCREASED5,5324,961+571+12%$504.7K$566.7K+$62.0K2026-10-14
Thrivent Financial for Lutherans
INCREASED5,3614,772+589+12%$485.0K$549-$484.5K2026-11-05
Leavell Investment Management, Inc.
INCREASED5,3103,675+1,635+44%$373.8K$544.0K+$170.1K2026-11-09
Wedbush Securities Inc
DECREASED5,29312,014-6,721-56%$1.2M$542-$1.2M2026-10-22
Wharton Business Group, LLC
UNCHANGED4,8854,88500%$496.9K$500.4K+$3.5K2026-11-09
Willner & Heller, LLC
INCREASED4,7464,706+40+1%$478.7K$486.2K+$7.5K2026-10-28
Kane Investment Management, Inc.
INCREASED4,6322,433+2,199+90%$247.5K$474.5K+$227.0K2026-11-09
Wealthcare Advisory Partners LLC
INCREASED4,3883,252+1,136+35%$330.8K$449.5K+$118.6K2026-10-21
O'Brien Greene & Co. Inc
UNCHANGED4,3224,32200%$439.6K$442.7K+$3.1K2026-11-05
Beacon Financial Advisory LLC
DECREASED4,3054,810-505-10%$489.3K$441.0K-$48.3K2026-10-16
NWF Advisory Services Inc.
INCREASED4,1423,973+169+4%$404.1K$424.3K+$20.2K2026-10-19
Private Trust Co NA
INCREASED4,0872,480+1,607+65%$252.3K$418.7K+$166.4K2026-10-20
Bison Wealth, LLC
INCREASED4,0693,692+377+10%$381.6K$426.3K+$44.7K2026-10-13
Verus Financial Partners, Inc.
UNCHANGED3,9183,91800%$398.5K$401.4K+$2.8K2026-10-29
Creative Planning
NEW3,642—+3,642——$373.1K—2026-11-02
Silver OAK Securities, Incorporated
DECREASED3,6004,202-602-14%$427.4K$381.7K-$45.8K2026-11-09
World Equity Group, Inc.
NEW3,572—+3,572——$365.9K—2026-10-14
Kestra Private Wealth Services, LLC
DECREASED3,4949,477-5,983-63%$964.0K$357.9K-$606.1K2026-11-06
Quartz Partners, LLC
INCREASED3,4273,387+40+1%$344.5K$351.0K+$6.5K2026-11-03
Farrell Financial LLC
DECREASED3,4203,450-30-1%$350.9K$350.3K-$6252026-10-16
TFB Advisors LLC
UNCHANGED3,3703,37000%$342.8K$345.2K+$2.4K2026-11-02
Avaii Wealth Management, LLC
INCREASED3,2892,801+488+17%$284.9K$339.2K+$54.3K2026-10-09
Woodard & Co Asset Management Group Inc
DECREASED3,2633,268-50%$332.4K$334.3K+$1.8K2026-11-03
TAGStone Capital, Inc.
NEW3,190—+3,190——$326.8K—2026-11-09
Dynamic Advisor Solutions LLC
INCREASED3,1883,143+45+1%$319.7K$326.6K+$6.9K2026-10-13
HighPoint Advisor Group LLC
INCREASED3,1402,834+306+11%$288.3K$321.7K+$33.4K2026-11-09
Enclave Advisors LLC
NEW2,957—+2,957——$302.9K—2026-10-14
Great Valley Advisor Group, Inc.
INCREASED2,8222,724+98+4%$277.0K$289.1K+$12.1K2026-11-09
Fiduciary Alliance LLC
INCREASED2,7352,649+86+3%$269.5K$280.2K+$10.7K2026-10-13
Koshinski Asset Management, Inc.
UNCHANGED2,7192,71900%$276.6K$278.5K+$2.0K2026-10-29
Cathy Pareto & Associates, Inc
DECREASED2,6872,856-169-6%$290.6K$275.3K-$15.3K2026-10-15
Park Avenue Securities LLC
INCREASED2,5772,419+158+7%$246.0K$264-$245.7K2026-10-26
Reap Financial Group, LLC
DECREASED2,3312,446-115-5%$248.8K$238.8K-$10.0K2026-11-02
Pandowealth. LLC
NEW2,103—+2,103——$222.9K—2026-11-09
Assetmark, Inc
DECREASED1,2771,291-14-1%$131.3K$130.8K-$5052026-10-21
US Bancorp \de\
UNCHANGED1,0941,09400%$111.3K$112.1K+$7872026-11-05
Signature Equity Partners, LLC
INCREASED1,022915+107+12%$93.0K$104.7K+$11.7K2026-10-29
CoreCap Advisors, LLC
INCREASED877850+27+3%$86.5K$89.8K+$3.4K2026-10-08
Rossby Financial, LCC
NEW820—+820——$84.0K—2026-11-05
Cherry Tree Wealth Management, LLC
INCREASED788676+112+17%$68.8K$80.7K+$11.9K2026-10-15
Mcdonald Partners LLC
INCREASED677648+29+4%$65.9K$69.4K+$3.4K2026-11-03
Parallel Advisors, LLC
INCREASED641638+3+0%$65.0K$65.7K+$7322026-11-03
Allworth Financial LP
UNCHANGED58358300%$59.3K$59.3K$02026-11-06
Collier Financial
NEW485—+485——$49.7K—2026-11-06
Spire Wealth Management
UNCHANGED43443400%$44.1K$44.5K+$3132026-10-30
Silver Grove Financial Group, Inc.
INCREASED415195+220+113%$19.8K$42.5K+$22.7K2026-11-05
Pinnacle Bancorp, Inc.
INCREASED32070+250+357%$7.1K$32.8K+$25.7K2026-10-21
Jnba Financial Advisors
INCREASED318316+2+1%$32.2K$32.6K+$3992026-11-03
Farther Finance Advisors, LLC
INCREASED295113+182+161%$11.5K$30.2K+$18.7K2026-10-08
Clearstead Advisors, LLC
UNCHANGED22922900%$23.3K$23.5K+$1652026-11-06
Allspring Global Investments Holdings, LLC
NEW200—+200——$20.6K—2026-11-04
Evolution Wealth Management Inc.
UNCHANGED17317300%$17.6K$17.7K+$1242026-10-28
Morton Brown Family Wealth, LLC
UNCHANGED16416400%$16.7K$16.8K+$1182026-10-23
Covestor Ltd
INCREASED159155+4+3%$16$16$02026-10-30
PMV Capital Advisers, LLC
NEW121—+121——$12.4K—2026-11-09
Abound Wealth Management
UNCHANGED848400%$8.5K$8.6K+$602026-10-26
NBT Bank, N.A.
UNCHANGED676700%$6.8K$6.9K+$482026-10-21
Larson Financial Group LLC
UNCHANGED424200%$4.3K$4.3K+$302026-11-05
Hilltop National Bank
UNCHANGED343400%$3.5K$3.5K+$252026-10-14
Main Street Group, LTD
UNCHANGED222200%$2.2K$2.3K+$162026-10-28
Citigroup Inc
UNCHANGED1100%$102$102$02026-11-04
Axxcess Wealth Management, LLC
CLOSED0116,832-116,832-100%$11.9M$0-$11.9M2026-10-21
Redhawk Wealth Advisors, Inc.
CLOSED03,167-3,167-100%$322.1K$0-$322.1K2026-10-14
Institute for Wealth Management, Llc.
CLOSED0800-800-100%$81.4K$0-$81.4K2026-11-06
Russell Investments Group, Ltd.
CLOSED0465-465-100%$47.3K$0-$47.3K2026-11-06
Torren Management, LLC
CLOSED0417-417-100%$42.4K$0-$42.4K2026-10-29
Bank of Montreal
CLOSED050-50-100%$5.1K$0-$5.1K2026-11-09
Milestone Investment Advisors LLC
CLOSED013-13-100%$1.3K$0-$1.3K2026-11-05
Raymond James Financial Inc
N/A—1,872,080-1,872,080-100%$190.4M———
Morgan Stanley
N/A—1,688,436-1,688,436-100%$171.7M———
Envestnet Asset Management Inc
N/A—1,652,709-1,652,709-100%$168.1M———
Osaic Holdings, Inc.
N/A—1,302,119-1,302,119-100%$132.5M———
Cetera Investment Advisers
N/A—637,003-637,003-100%$64.8M———
Bank of America Corp
N/A—398,169-398,169-100%$40.5M———
Northwestern Mutual Wealth Management Co
N/A—385,150-385,150-100%$39.2M———
Stifel Financial Corp
N/A—355,650-355,650-100%$36.2M———
Private Advisor Group, LLC
N/A—355,607-355,607-100%$36.2M———
Resolute Capital, LLC
N/A—346,145-346,145-100%$35.2M———
Anderson Financial Strategies, LLC
N/A—223,678-223,678-100%$24.2M———
Ameritas Investment Partners, Inc.
N/A—173,587-173,587-100%$17.7M———
JPMorgan Chase & Co
N/A—138,725-138,725-100%$14.2M———
MML Investors Services, LLC
N/A—115,504-115,504-100%$11.7M———
Menora Mivtachim Holdings Ltd.
N/A—112,212-112,212-100%$11.4M———
Envestnet Portfolio Solutions, Inc.
N/A—107,161-107,161-100%$10.9M———
Global Retirement Partners, LLC
N/A—96,039-96,039-100%$9.8M———
Equitable Holdings, Inc.
N/A—90,250-90,250-100%$9.2M———
AE Wealth Management LLC
N/A—84,700-84,700-100%$8.6M———
Ruggaard & Associates LLC
N/A—82,878-82,878-100%$8.4M———
Jones Financial Companies Lllp
N/A—80,812-80,812-100%$8.3M———
Ameritas Advisory Services, LLC
N/A—66,393-66,393-100%$6.8M———
NewEdge Advisors, LLC
N/A—65,754-65,754-100%$6.7M———
Modern Wealth Management, LLC
N/A—54,192-54,192-100%$5.5M———
Smartleaf Asset Management LLC
N/A—51,778-51,778-100%$5.3M———
Royal Bank of Canada
N/A—48,478-48,478-100%$4.9M———
PMG Wealth Management, Inc.
N/A—43,832-43,832-100%$4.5M———
Sequoia Financial Advisors, LLC
N/A—36,937-36,937-100%$3.8M———
Orion Porfolio Solutions, LLC
N/A—35,278-35,278-100%$3.6M———
Integrated Wealth Concepts LLC
N/A—25,764-25,764-100%$2.6M———
Arkadios Wealth Advisors
N/A—23,377-23,377-100%$2.4M———
Strategic Financial Concepts, LLC
N/A—21,901-21,901-100%$2.2M———
Natixis Advisors, LLC
N/A—20,587-20,587-100%$2.1M———
Advisory Services Network, LLC
N/A—20,391-20,391-100%$2.1M———
Keating Financial Advisory Services, Inc.
N/A—19,579-19,579-100%$2.0M———
Stratos Wealth Partners, Ltd.
N/A—18,636-18,636-100%$1.9M———
Tower Research Capital LLC (TRC)
N/A—17,357-17,357-100%$1.8M———
Steward Partners Investment Advisory, LLC
N/A—16,692-16,692-100%$1.7M———
UBS Group AG
N/A—16,150-16,150-100%$1.6M———
MAI Capital Management
N/A—14,941-14,941-100%$1.5M———
Sonoma Allocations LLC
N/A—14,930-14,930-100%$1.5M———
Mercer Global Advisors Inc
N/A—13,533-13,533-100%$1.4M———
First National Bank of Omaha
N/A—12,478-12,478-100%$1.3M———
Summit Financial, LLC
N/A—12,410-12,410-100%$1.3M———
CreativeOne Wealth, LLC
N/A—12,010-12,010-100%$1.2M———
PCG Wealth Advisors, LLC
N/A—11,882-11,882-100%$1.2M———
WCG Wealth Advisors LLC
N/A—10,084-10,084-100%$1.0M———
Avant Capital LLC
N/A—9,966-9,966-100%$1.0M———
Sanctuary Advisors, LLC
N/A—9,382-9,382-100%$954.4K———
Goldman Sachs Group Inc
N/A—9,023-9,023-100%$917.8K———
Mariner, LLC
N/A—8,812-8,812-100%$896.4K———
Qube Research & Technologies Ltd
N/A—8,227-8,227-100%$836.9K———
World Investment Advisors
N/A—7,090-7,090-100%$683.1K———
Cary Street Partners Financial LLC
N/A—6,904-6,904-100%$702.3K———
Principal Securities, Inc.
N/A—6,433-6,433-100%$654.4K———
GWN Securities Inc.
N/A—6,227-6,227-100%$633.4K———
Osprey Private Wealth LLC
N/A—6,198-6,198-100%$630.5K———
LRI Investments, LLC
N/A—5,792-5,792-100%$589.1K———
Peapack Gladstone Financial Corp
N/A—5,715-5,715-100%$581.0K———
Gateway Wealth Partners, LLC
N/A—5,654-5,654-100%$575.1K———
Nova Wealth Management, Inc.
N/A—5,469-5,469-100%$556.3K———
Hopwood Nicholas Hunter
N/A—4,897-4,897-100%$498.1K———
Quantinno Capital Management LP
N/A—4,786-4,786-100%$486.8K———
Centaurus Financial, Inc.
N/A—4,749-4,749-100%$483.0K———
Astoria Portfolio Advisors Llc.
N/A—4,667-4,667-100%$474.7K———
Rehmann Capital Advisory Group
N/A—4,472-4,472-100%$455.8K———
Essex Financial Services, Inc.
N/A—4,454-4,454-100%$453.1K———
Rockefeller Capital Management L.P.
N/A—4,327-4,327-100%$440.2K———
Axis Wealth Partners, LLC
N/A—4,252-4,252-100%$432.5K———
CIBC Bancorp USA Inc.
N/A—3,774-3,774-100%$383.9K———
Citadel Advisors LLC
N/A—3,675-3,675-100%$373.8K———
Mutual Advisors, LLC
N/A—3,454-3,454-100%$351.3K———
Regal Investment Advisors LLC
N/A—3,148-3,148-100%$320.2K———
Susquehanna International Group, LLP
N/A—3,107-3,107-100%$316.0K———
Janney Montgomery Scott LLC
N/A—3,038-3,038-100%$309.0K———
AQR Capital Management LLC
N/A—2,978-2,978-100%$302.9K———
Cerity Partners LLC
N/A—2,919-2,919-100%$296.9K———
Empirical Asset Management, LLC
N/A—2,828-2,828-100%$287.6K———
Smith, Moore & Co.
N/A—2,775-2,775-100%$282.3K———
&partners
N/A—2,774-2,774-100%$282.1K———
Focus Partners Advisor Solutions, LLC
N/A—2,609-2,609-100%$265.5K———
Trustmark Bank Trust Department
N/A—2,530-2,530-100%$257.4K———
Zhang Financial LLC
N/A—2,528-2,528-100%$257.1K———
Pathstone Holdings, LLC
N/A—2,169-2,169-100%$220.6K———
Gladstone Institutional Advisory LLC
N/A—2,100-2,100-100%$213.6K———
Wells Fargo & Company
N/A—1,360-1,360-100%$138.3K———
Ancora Advisors LLCA
N/A—850-850-100%$86.5K———
Regatta Research & Money Management
N/A—648-648-100%$65.8K———
Arax Advisory Partners
N/A—562-562-100%$57.1K———
Aptus Capital Advisors, LLC
N/A—504-504-100%$51.3K———
Ameriflex Group, Inc.
N/A—351-351-100%$35.7K———
Blair William & Co
N/A—144-144-100%$14.6K———
Providence Capital Advisors, LLC
N/A—140-140-100%$14.3K———
JPL Wealth Management, LLC
N/A—139-139-100%$14.1K———
Vanguard Advisers Inc
N/A—105-105-100%$10.7K———
TD Capital Management LLC
N/A—82-82-100%$8.4K———
Huntington National Bank
N/A—75-75-100%$7.6K———
BNP Paribas Financial Markets
N/A—30-30-100%$3.1K———
FMR LLC
N/A—11-11-100%$1.2K———
Showing 256 of 256 institutions