Wisdomtree US Smallcap Fund (EES)

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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LPL Financial LLC

DECREASED

Shares593,766 from 595,597

Change-1,831 (0%)

Value$38.3M (-$2.0M)

Filed 2026-11-06

Key FInancial Inc

INCREASED

Shares296,870 from 293,975

Change+2,895 (+1%)

Value$19.2M (-$756.7K)

Filed 2026-11-02

Savant Capital, LLC

DECREASED

Shares166,131 from 340,257

Change-174,126 (-51%)

Value$10.7M (-$10.6M)

Filed 2026-11-06

Linscomb Wealth, Inc.

DECREASED

Shares125,460 from 132,932

Change-7,472 (-6%)

Value$8.1M (-$909.3K)

Filed 2026-11-05

Summit Investment Advisors, Inc.\KS

INCREASED

Shares115,909 from 108,435

Change+7,474 (+7%)

Value$7.5M (+$134.6K)

Filed 2026-11-05

TopTier Wealth Management, LLC

DECREASED

Shares92,942 from 93,282

Change-340 (0%)

Value$6.0M (-$321.4K)

Filed 2026-10-16

Shore Point Advisors, LLC

DECREASED

Shares92,887 from 93,890

Change-1,003 (-1%)

Value$6.0M (-$366.2K)

Filed 2026-10-14

Culbertson A N & Co Inc

DECREASED

Shares60,520 from 61,043

Change-523 (-1%)

Value$3.9M (-$229.7K)

Filed 2026-10-21

NewSquare Capital LLC

INCREASED

Shares58,546 from 57,355

Change+1,191 (+2%)

Value$3.8M (-$107.2K)

Filed 2026-11-06

Amplius Wealth Advisors, LLC

DECREASED

Shares56,080 from 65,656

Change-9,576 (-15%)

Value$3.6M (-$829.2K)

Filed 2026-10-20

Merit Financial Group, LLC

DECREASED

Shares43,718 from 44,589

Change-871 (-2%)

Value$2.8M (-$199.5K)

Filed 2026-11-06

Creative Planning

INCREASED

Shares25,932 from 25,857

Change+75 (+0%)

Value$1.7M (-$78.2K)

Filed 2026-11-02

Atria Investments, Inc

DECREASED

Shares25,173 from 27,111

Change-1,938 (-7%)

Value$1.6M (-$212.2K)

Filed 2026-10-15

Optima Capital LLC

INCREASED

Shares24,263 from 24,255

Change+8 (+0%)

Value$1.6M (-$77.3K)

Filed 2026-10-29

Kestra Advisory Services, LLC

INCREASED

Shares23,541 from 20,831

Change+2,710 (+13%)

Value$1.5M (+$108.1K)

Filed 2026-11-02

Lanark Financial, Inc.

INCREASED

Shares22,058 from 21,887

Change+171 (+1%)

Value$1.4M (-$59.2K)

Filed 2026-10-26

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares20,946 from 23,378

Change-2,432 (-10%)

Value$1.4K (-$1.6M)

Filed 2026-11-02

New Perspectives, Inc

DECREASED

Shares20,488 from 20,533

Change-45 (0%)

Value$1.3M (-$68.8K)

Filed 2026-10-14

Howard Wealth Management, LLC

UNCHANGED

Shares19,178 from 19,178

Change0 (0%)

Value$1.2M (-$61.6K)

Filed 2026-10-28

Moller Wealth Partners

DECREASED

Shares18,327 from 18,397

Change-70 (0%)

Value$1.2M (-$63.6K)

Filed 2026-10-15

Avidian Wealth Enterprises, LLC

DECREASED

Shares16,666 from 16,897

Change-231 (-1%)

Value$1.1M (-$69.2K)

Filed 2026-10-08

Larson Financial Group LLC

DECREASED

Shares14,405 from 14,536

Change-131 (-1%)

Value$930.3K (-$55.1K)

Filed 2026-11-05

Titleist Asset Management, LLC

DECREASED

Shares13,542 from 13,864

Change-322 (-2%)

Value$874.6K (-$65.3K)

Filed 2026-10-08

Flagship Harbor Advisors, LLC

DECREASED

Shares12,536 from 12,575

Change-39 (0%)

Value$809.6K (-$42.9K)

Filed 2026-10-26

Means Investment Co., Inc.

INCREASED

Shares10,592 from 10,572

Change+20 (+0%)

Value$684.0K (-$32.6K)

Filed 2026-11-03

S.A. Mason LLC

UNCHANGED

Shares9,450 from 9,450

Change0 (0%)

Value$610.3K (-$30.3K)

Filed 2026-10-13

Stackstone Wealth, LLC

NEW

Shares8,876

Change+8,876

Value$573.2K

Filed 2026-10-19

RFG Advisory, LLC

INCREASED

Shares8,596 from 8,550

Change+46 (+1%)

Value$555.1K (-$24.5K)

Filed 2026-11-03

US Bancorp \de\

UNCHANGED

Shares8,461 from 8,461

Change0 (0%)

Value$546.4K (-$27.2K)

Filed 2026-11-05

Nemes Rush Group LLC

INCREASED

Shares7,689 from 7,687

Change+2 (+0%)

Value$496.6K (-$24.5K)

Filed 2026-11-04

Chicago Partners Investment Group LLC

INCREASED

Shares7,500 from 7,487

Change+13 (+0%)

Value$494.3K (-$7.5K)

Filed 2026-10-27

Claro Advisors Inc.

INCREASED

Shares7,075 from 7,066

Change+9 (+0%)

Value$456.9K (-$22.1K)

Filed 2026-11-02

Precedent Wealth Partners, LLC

DECREASED

Shares6,501 from 6,728

Change-227 (-3%)

Value$419.8K (-$36.3K)

Filed 2026-10-21

World Equity Group, Inc.

INCREASED

Shares5,826 from 5,811

Change+15 (+0%)

Value$376.2K (-$17.7K)

Filed 2026-10-14

Essential Planning, Llc.

DECREASED

Shares5,659 from 7,540

Change-1,881 (-25%)

Value$365.5K (-$145.6K)

Filed 2026-10-21

Uhlmann Price Securities, LLC

DECREASED

Shares5,259 from 5,273

Change-14 (0%)

Value$339.6K (-$17.7K)

Filed 2026-11-03

Laurel Wealth Advisors LLC

INCREASED

Shares4,825 from 4,820

Change+5 (+0%)

Value$311.6K (-$15.1K)

Filed 2026-10-27

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares4,811 from 4,807

Change+4 (+0%)

Value$314.8K (-$9.6K)

Filed 2026-10-13

Capital Management Corp

UNCHANGED

Shares4,556 from 4,556

Change0 (0%)

Value$294.2K (-$14.6K)

Filed 2026-10-29

Howard Bailey Securities, LLC

DECREASED

Shares4,527 from 4,671

Change-144 (-3%)

Value$292.4K (-$24.3K)

Filed 2026-10-27

Davenport & Co LLC

DECREASED

Shares4,414 from 6,121

Change-1,707 (-28%)

Value$285.1K (-$129.9K)

Filed 2026-10-14

Laurel OAK Wealth Management, LLC

INCREASED

Shares4,298 from 3,537

Change+761 (+22%)

Value$277.6K (+$37.8K)

Filed 2026-10-19

Institute for Wealth Management, Llc.

UNCHANGED

Shares4,290 from 4,290

Change0 (0%)

Value$277.0K (-$13.8K)

Filed 2026-11-06

Essex Bank

UNCHANGED

Shares4,200 from 4,200

Change0 (0%)

Value$271.2K (-$13.5K)

Filed 2026-10-16

LVM Capital Management LTD

INCREASED

Shares4,006 from 3,931

Change+75 (+2%)

Value$258.7K (+$258.4K)

Filed 2026-10-20

Pinnacle Associates LTD

INCREASED

Shares3,849 from 3,270

Change+579 (+18%)

Value$248.6K (+$26.9K)

Filed 2026-10-20

Pinnacle Wealth Management Advisory Group, LLC

INCREASED

Shares3,849 from 3,270

Change+579 (+18%)

Value$248.6K (+$26.9K)

Filed 2026-10-23

Golden State Wealth Management, LLC

DECREASED

Shares3,717 from 3,760

Change-43 (-1%)

Value$240.1K (-$14.9K)

Filed 2026-11-02

Modera Wealth Management, LLC

UNCHANGED

Shares3,621 from 3,621

Change0 (0%)

Value$233.9K (-$11.6K)

Filed 2026-10-28

Clear Creek Financial Management, LLC

UNCHANGED

Shares3,498 from 3,498

Change0 (0%)

Value$225.9K (-$11.2K)

Filed 2026-10-28

Commonwealth Equity Services, LLC

DECREASED

Shares3,426 from 3,859

Change-433 (-11%)

Value$221.3K (-$40.4K)

Filed 2026-11-02

Wesbanco Bank Inc

UNCHANGED

Shares3,425 from 3,425

Change0 (0%)

Value$221.2K (-$11.0K)

Filed 2026-11-04

Peak Financial Management, Inc.

UNCHANGED

Shares3,400 from 3,400

Change0 (0%)

Value$219.6K (-$10.9K)

Filed 2026-10-16

Ashurst Perkins Coie Trust Co

NEW

Shares3,245

Change+3,245

Value$209.5K

Filed 2026-10-15

Dala Group, LLC

DECREASED

Shares3,182 from 6,255

Change-3,073 (-49%)

Value$205.5K (-$218.6K)

Filed 2026-10-29

Cathy Pareto & Associates, Inc

DECREASED

Shares3,178 from 3,228

Change-50 (-2%)

Value$205.3K (-$13.4K)

Filed 2026-10-15

Asset Dedication, LLC

UNCHANGED

Shares3,162 from 3,162

Change0 (0%)

Value$204.2K (-$10.2K)

Filed 2026-11-03

Sensible Money, LLC

UNCHANGED

Shares3,162 from 3,162

Change0 (0%)

Value$204.2K (-$10.2K)

Filed 2026-10-20

Blue Trust, Inc.

UNCHANGED

Shares2,708 from 2,708

Change0 (0%)

Value$174.9K (-$8.7K)

Filed 2026-10-15

PNC Financial Services Group, Inc.

UNCHANGED

Shares2,642 from 2,642

Change0 (0%)

Value$170.6K (-$8.5K)

Filed 2026-11-06

Team Financial Group, LLC

NEW

Shares2,563

Change+2,563

Value$165.5K

Filed 2026-10-30

CoreCap Advisors, LLC

DECREASED

Shares2,202 from 2,256

Change-54 (-2%)

Value$142.2K (-$10.7K)

Filed 2026-10-08

Indiana Trust & Investment Management Co

UNCHANGED

Shares2,143 from 2,143

Change0 (0%)

Value$138.4K (-$6.9K)

Filed 2026-10-22

Fifth Third Bancorp

INCREASED

Shares1,992 from 1,912

Change+80 (+4%)

Value$128.6K (-$970)

Filed 2026-11-05

JFS Wealth Advisors, LLC

UNCHANGED

Shares1,813 from 1,813

Change0 (0%)

Value$117.1K (-$5.8K)

Filed 2026-11-03

INCREASED

Shares1,651 from 1,649

Change+2 (+0%)

Value$106.6K (-$5.2K)

Filed 2026-10-23

Allworth Financial LP

UNCHANGED

Shares1,230 from 1,230

Change0 (0%)

Value$83.4K ($0)

Filed 2026-11-06

Assetmark, Inc

UNCHANGED

Shares864 from 864

Change0 (0%)

Value$55.8K (-$2.8K)

Filed 2026-10-21

Horizons Wealth Management

NEW

Shares832

Change+832

Value$53.7K

Filed 2026-10-05

Tounjian Advisory Partners, LLC

DECREASED

Shares718 from 745

Change-27 (-4%)

Value$46.4K (-$4.1K)

Filed 2026-11-04

Pension & Wealth Management Advisors, Inc.

INCREASED

Shares666 from 664

Change+2 (+0%)

Value$43.0K (-$2.0K)

Filed 2026-10-16

IFP Advisors, Inc

DECREASED

Shares615 from 957

Change-342 (-36%)

Value$39.7K (-$25.2K)

Filed 2026-10-16

Root Financial Partners, LLC

NEW

Shares567

Change+567

Value$36.6K

Filed 2026-10-21

Nfsg Corp

UNCHANGED

Shares375 from 375

Change0 (0%)

Value$24.2K (-$1.2K)

Filed 2026-10-15

Allspring Global Investments Holdings, LLC

NEW

Shares328

Change+328

Value$21.6K

Filed 2026-11-04

Ascentis Independent Advisors

UNCHANGED

Shares282 from 282

Change0 (0%)

Value$18.2K (-$905)

Filed 2026-11-03

Plante Moran Financial Advisors, LLC

UNCHANGED

Shares249 from 249

Change0 (0%)

Value$16.1K (-$800)

Filed 2026-11-04

Covestor Ltd

INCREASED

Shares139 from 137

Change+2 (+1%)

Value$9 ($0)

Filed 2026-10-30

Gamma Investing LLC

UNCHANGED

Shares106 from 106

Change0 (0%)

Value$6.8K (-$341)

Filed 2026-10-08

Coston, McIsaac & Partners

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$6.5K (+$6.5K)

Filed 2026-11-06

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares73 from 73

Change0 (0%)

Value$4.7K (-$235)

Filed 2026-10-27

EPG Wealth Management LLC

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$2.6K (-$129)

Filed 2026-11-03

NBT Bank, N.A.

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$2.3K (-$115)

Filed 2026-10-21

Planning Strategies Inc.

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$1.1K (-$54)

Filed 2026-10-02

Farther Finance Advisors, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$39 (-$2)

Filed 2026-10-08

Oxler Private Wealth LLC

CLOSED

Shares0 from 10,825

Change-10,825 (-100%)

Value$0 (-$733.8K)

Filed 2026-10-21

Graves Light Lenhart Wealth, Inc.

CLOSED

Shares0 from 3,900

Change-3,900 (-100%)

Value$0 (-$264.4K)

Filed 2026-10-09

Smithbridge Asset Management Inc

CLOSED

Shares0 from 3,738

Change-3,738 (-100%)

Value$0 (-$253.4K)

Filed 2026-10-19

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 3,467

Change-3,467 (-100%)

Value$0 (-$235.1K)

Filed 2026-11-06

Joel Isaacson & Co., LLC

CLOSED

Shares0 from 3,022

Change-3,022 (-100%)

Value$0 (-$204.9K)

Filed 2026-11-05

Wealthcare Capital Partners, LLC

CLOSED

Shares0 from 3,008

Change-3,008 (-100%)

Value$0 (-$203.9K)

Filed 2026-10-21

Citigroup Inc

CLOSED

Shares0 from 1,569

Change-1,569 (-100%)

Value$0 (-$106.4K)

Filed 2026-11-04

Morgan Stanley

N/A

Shares— from 743,249

Change-743,249 (-100%)

Value—

UBS Group AG

N/A

Shares— from 705,777

Change-705,777 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 492,642

Change-492,642 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 445,820

Change-445,820 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 346,942

Change-346,942 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 147,585

Change-147,585 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 144,722

Change-144,722 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 138,763

Change-138,763 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 132,675

Change-132,675 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 107,319

Change-107,319 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 78,844

Change-78,844 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 76,582

Change-76,582 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 74,292

Change-74,292 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 65,232

Change-65,232 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 50,093

Change-50,093 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 49,359

Change-49,359 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 47,989

Change-47,989 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 47,249

Change-47,249 (-100%)

Value—

&partners

N/A

Shares— from 39,324

Change-39,324 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 32,589

Change-32,589 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 28,163

Change-28,163 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 20,207

Change-20,207 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 17,892

Change-17,892 (-100%)

Value—

Three Bearings Fiduciary Advisors, Inc.

N/A

Shares— from 16,774

Change-16,774 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 16,761

Change-16,761 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 15,186

Change-15,186 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 15,029

Change-15,029 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 12,489

Change-12,489 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 11,463

Change-11,463 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 10,819

Change-10,819 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 10,740

Change-10,740 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 10,500

Change-10,500 (-100%)

Value—

Columbia River Financial Group, LLC

N/A

Shares— from 9,448

Change-9,448 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 9,421

Change-9,421 (-100%)

Value—

Pine Valley Investments Ltd Liability Co

N/A

Shares— from 8,119

Change-8,119 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 7,997

Change-7,997 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 7,963

Change-7,963 (-100%)

Value—

Betterment LLC

N/A

Shares— from 7,646

Change-7,646 (-100%)

Value—

Forefront Analytics, LLC

N/A

Shares— from 7,020

Change-7,020 (-100%)

Value—

Freedom Investment Management, Inc.

N/A

Shares— from 7,009

Change-7,009 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 6,475

Change-6,475 (-100%)

Value—

FMR LLC

N/A

Shares— from 6,447

Change-6,447 (-100%)

Value—

Blair William & Co

N/A

Shares— from 6,419

Change-6,419 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 6,215

Change-6,215 (-100%)

Value—

PSI Advisors, LLC

N/A

Shares— from 5,743

Change-5,743 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 5,681

Change-5,681 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 5,200

Change-5,200 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 5,069

Change-5,069 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 4,946

Change-4,946 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 4,768

Change-4,768 (-100%)

Value—

Crux Wealth Advisors

N/A

Shares— from 4,604

Change-4,604 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 4,319

Change-4,319 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 4,064

Change-4,064 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 3,945

Change-3,945 (-100%)

Value—

Berger Financial Group, Inc

N/A

Shares— from 3,835

Change-3,835 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,807

Change-3,807 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 3,755

Change-3,755 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 3,382

Change-3,382 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 3,336

Change-3,336 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 3,261

Change-3,261 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 3,252

Change-3,252 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 3,107

Change-3,107 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 2,902

Change-2,902 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 2,782

Change-2,782 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,443

Change-2,443 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,900

Change-1,900 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 1,867

Change-1,867 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 1,701

Change-1,701 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 1,358

Change-1,358 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,333

Change-1,333 (-100%)

Value—

Lowe Brockenbrough & Co Inc

N/A

Shares— from 1,200

Change-1,200 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 1,032

Change-1,032 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 900

Change-900 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 410

Change-410 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 365

Change-365 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 264

Change-264 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 259

Change-259 (-100%)

Value—

Cheviot Value Management, LLC

N/A

Shares— from 199

Change-199 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 179

Change-179 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 160

Change-160 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 153

Change-153 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 89

Change-89 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 62

Change-62 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 53

Change-53 (-100%)

Value—

Operose Advisors LLC

N/A

Shares— from 27

Change-27 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

Luminist Capital LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	593,766	595,597	-1,831	0%	$40.4M	$38.3M	-$2.0M	2026-11-06
Key FInancial Inc	INCREASED	296,870	293,975	+2,895	+1%	$19.9M	$19.2M	-$756.7K	2026-11-02
Savant Capital, LLC	DECREASED	166,131	340,257	-174,126	-51%	$21.4M	$10.7M	-$10.6M	2026-11-06
Linscomb Wealth, Inc.	DECREASED	125,460	132,932	-7,472	-6%	$9.0M	$8.1M	-$909.3K	2026-11-05
Summit Investment Advisors, Inc.\KS	INCREASED	115,909	108,435	+7,474	+7%	$7.4M	$7.5M	+$134.6K	2026-11-05
TopTier Wealth Management, LLC	DECREASED	92,942	93,282	-340	0%	$6.3M	$6.0M	-$321.4K	2026-10-16
Shore Point Advisors, LLC	DECREASED	92,887	93,890	-1,003	-1%	$6.4M	$6.0M	-$366.2K	2026-10-14
Culbertson A N & Co Inc	DECREASED	60,520	61,043	-523	-1%	$4.1M	$3.9M	-$229.7K	2026-10-21
NewSquare Capital LLC	INCREASED	58,546	57,355	+1,191	+2%	$3.9M	$3.8M	-$107.2K	2026-11-06
Amplius Wealth Advisors, LLC	DECREASED	56,080	65,656	-9,576	-15%	$4.5M	$3.6M	-$829.2K	2026-10-20
Merit Financial Group, LLC	DECREASED	43,718	44,589	-871	-2%	$3.0M	$2.8M	-$199.5K	2026-11-06
Creative Planning	INCREASED	25,932	25,857	+75	+0%	$1.8M	$1.7M	-$78.2K	2026-11-02
Atria Investments, Inc	DECREASED	25,173	27,111	-1,938	-7%	$1.8M	$1.6M	-$212.2K	2026-10-15
Optima Capital LLC	INCREASED	24,263	24,255	+8	+0%	$1.6M	$1.6M	-$77.3K	2026-10-29
Kestra Advisory Services, LLC	INCREASED	23,541	20,831	+2,710	+13%	$1.4M	$1.5M	+$108.1K	2026-11-02
Lanark Financial, Inc.	INCREASED	22,058	21,887	+171	+1%	$1.5M	$1.4M	-$59.2K	2026-10-26
Cambridge Investment Research Advisors, Inc.	DECREASED	20,946	23,378	-2,432	-10%	$1.6M	$1.4K	-$1.6M	2026-11-02
New Perspectives, Inc	DECREASED	20,488	20,533	-45	0%	$1.4M	$1.3M	-$68.8K	2026-10-14
Howard Wealth Management, LLC	UNCHANGED	19,178	19,178	0	0%	$1.3M	$1.2M	-$61.6K	2026-10-28
Moller Wealth Partners	DECREASED	18,327	18,397	-70	0%	$1.2M	$1.2M	-$63.6K	2026-10-15
Avidian Wealth Enterprises, LLC	DECREASED	16,666	16,897	-231	-1%	$1.1M	$1.1M	-$69.2K	2026-10-08
Larson Financial Group LLC	DECREASED	14,405	14,536	-131	-1%	$985.4K	$930.3K	-$55.1K	2026-11-05
Titleist Asset Management, LLC	DECREASED	13,542	13,864	-322	-2%	$939.9K	$874.6K	-$65.3K	2026-10-08
Flagship Harbor Advisors, LLC	DECREASED	12,536	12,575	-39	0%	$852.5K	$809.6K	-$42.9K	2026-10-26
Means Investment Co., Inc.	INCREASED	10,592	10,572	+20	+0%	$716.7K	$684.0K	-$32.6K	2026-11-03
S.A. Mason LLC	UNCHANGED	9,450	9,450	0	0%	$640.6K	$610.3K	-$30.3K	2026-10-13
Stackstone Wealth, LLC	NEW	8,876	—	+8,876	—	—	$573.2K	—	2026-10-19
RFG Advisory, LLC	INCREASED	8,596	8,550	+46	+1%	$579.6K	$555.1K	-$24.5K	2026-11-03
US Bancorp \de\	UNCHANGED	8,461	8,461	0	0%	$573.6K	$546.4K	-$27.2K	2026-11-05
Nemes Rush Group LLC	INCREASED	7,689	7,687	+2	+0%	$521.1K	$496.6K	-$24.5K	2026-11-04
Chicago Partners Investment Group LLC	INCREASED	7,500	7,487	+13	+0%	$501.7K	$494.3K	-$7.5K	2026-10-27
Claro Advisors Inc.	INCREASED	7,075	7,066	+9	+0%	$479.0K	$456.9K	-$22.1K	2026-11-02
Precedent Wealth Partners, LLC	DECREASED	6,501	6,728	-227	-3%	$456.1K	$419.8K	-$36.3K	2026-10-21
World Equity Group, Inc.	INCREASED	5,826	5,811	+15	+0%	$393.9K	$376.2K	-$17.7K	2026-10-14
Essential Planning, Llc.	DECREASED	5,659	7,540	-1,881	-25%	$511.1K	$365.5K	-$145.6K	2026-10-21
Uhlmann Price Securities, LLC	DECREASED	5,259	5,273	-14	0%	$357.3K	$339.6K	-$17.7K	2026-11-03
Laurel Wealth Advisors LLC	INCREASED	4,825	4,820	+5	+0%	$326.7K	$311.6K	-$15.1K	2026-10-27
Wealth Enhancement Advisory Services, LLC	INCREASED	4,811	4,807	+4	+0%	$324.4K	$314.8K	-$9.6K	2026-10-13
Capital Management Corp	UNCHANGED	4,556	4,556	0	0%	$308.9K	$294.2K	-$14.6K	2026-10-29
Howard Bailey Securities, LLC	DECREASED	4,527	4,671	-144	-3%	$316.7K	$292.4K	-$24.3K	2026-10-27
Davenport & Co LLC	DECREASED	4,414	6,121	-1,707	-28%	$414.9K	$285.1K	-$129.9K	2026-10-14
Laurel OAK Wealth Management, LLC	INCREASED	4,298	3,537	+761	+22%	$239.8K	$277.6K	+$37.8K	2026-10-19
Institute for Wealth Management, Llc.	UNCHANGED	4,290	4,290	0	0%	$290.8K	$277.0K	-$13.8K	2026-11-06
Essex Bank	UNCHANGED	4,200	4,200	0	0%	$284.7K	$271.2K	-$13.5K	2026-10-16
LVM Capital Management LTD	INCREASED	4,006	3,931	+75	+2%	$266	$258.7K	+$258.4K	2026-10-20
Pinnacle Associates LTD	INCREASED	3,849	3,270	+579	+18%	$221.7K	$248.6K	+$26.9K	2026-10-20
Pinnacle Wealth Management Advisory Group, LLC	INCREASED	3,849	3,270	+579	+18%	$221.7K	$248.6K	+$26.9K	2026-10-23
Golden State Wealth Management, LLC	DECREASED	3,717	3,760	-43	-1%	$255.0K	$240.1K	-$14.9K	2026-11-02
Modera Wealth Management, LLC	UNCHANGED	3,621	3,621	0	0%	$245.5K	$233.9K	-$11.6K	2026-10-28
Clear Creek Financial Management, LLC	UNCHANGED	3,498	3,498	0	0%	$237.1K	$225.9K	-$11.2K	2026-10-28
Commonwealth Equity Services, LLC	DECREASED	3,426	3,859	-433	-11%	$261.6K	$221.3K	-$40.4K	2026-11-02
Wesbanco Bank Inc	UNCHANGED	3,425	3,425	0	0%	$232.2K	$221.2K	-$11.0K	2026-11-04
Peak Financial Management, Inc.	UNCHANGED	3,400	3,400	0	0%	$230.5K	$219.6K	-$10.9K	2026-10-16
Ashurst Perkins Coie Trust Co	NEW	3,245	—	+3,245	—	—	$209.5K	—	2026-10-15
Dala Group, LLC	DECREASED	3,182	6,255	-3,073	-49%	$424.1K	$205.5K	-$218.6K	2026-10-29
Cathy Pareto & Associates, Inc	DECREASED	3,178	3,228	-50	-2%	$218.7K	$205.3K	-$13.4K	2026-10-15
Asset Dedication, LLC	UNCHANGED	3,162	3,162	0	0%	$214.4K	$204.2K	-$10.2K	2026-11-03
Sensible Money, LLC	UNCHANGED	3,162	3,162	0	0%	$214.4K	$204.2K	-$10.2K	2026-10-20
Blue Trust, Inc.	UNCHANGED	2,708	2,708	0	0%	$183.6K	$174.9K	-$8.7K	2026-10-15
PNC Financial Services Group, Inc.	UNCHANGED	2,642	2,642	0	0%	$179.1K	$170.6K	-$8.5K	2026-11-06
Team Financial Group, LLC	NEW	2,563	—	+2,563	—	—	$165.5K	—	2026-10-30
CoreCap Advisors, LLC	DECREASED	2,202	2,256	-54	-2%	$152.9K	$142.2K	-$10.7K	2026-10-08
Indiana Trust & Investment Management Co	UNCHANGED	2,143	2,143	0	0%	$145.3K	$138.4K	-$6.9K	2026-10-22
Fifth Third Bancorp	INCREASED	1,992	1,912	+80	+4%	$129.6K	$128.6K	-$970	2026-11-05
JFS Wealth Advisors, LLC	UNCHANGED	1,813	1,813	0	0%	$122.9K	$117.1K	-$5.8K	2026-11-03
Register Financial Advisors LLC	INCREASED	1,651	1,649	+2	+0%	$111.8K	$106.6K	-$5.2K	2026-10-23
Allworth Financial LP	UNCHANGED	1,230	1,230	0	0%	$83.4K	$83.4K	$0	2026-11-06
Assetmark, Inc	UNCHANGED	864	864	0	0%	$58.6K	$55.8K	-$2.8K	2026-10-21
Horizons Wealth Management	NEW	832	—	+832	—	—	$53.7K	—	2026-10-05
Tounjian Advisory Partners, LLC	DECREASED	718	745	-27	-4%	$50.5K	$46.4K	-$4.1K	2026-11-04
Pension & Wealth Management Advisors, Inc.	INCREASED	666	664	+2	+0%	$45.0K	$43.0K	-$2.0K	2026-10-16
IFP Advisors, Inc	DECREASED	615	957	-342	-36%	$64.9K	$39.7K	-$25.2K	2026-10-16
Root Financial Partners, LLC	NEW	567	—	+567	—	—	$36.6K	—	2026-10-21
Nfsg Corp	UNCHANGED	375	375	0	0%	$25.4K	$24.2K	-$1.2K	2026-10-15
Allspring Global Investments Holdings, LLC	NEW	328	—	+328	—	—	$21.6K	—	2026-11-04
Ascentis Independent Advisors	UNCHANGED	282	282	0	0%	$19.1K	$18.2K	-$905	2026-11-03
Plante Moran Financial Advisors, LLC	UNCHANGED	249	249	0	0%	$16.9K	$16.1K	-$800	2026-11-04
Covestor Ltd	INCREASED	139	137	+2	+1%	$9	$9	$0	2026-10-30
Gamma Investing LLC	UNCHANGED	106	106	0	0%	$7.2K	$6.8K	-$341	2026-10-08
Coston, McIsaac & Partners	UNCHANGED	100	100	0	0%	$6	$6.5K	+$6.5K	2026-11-06
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	73	73	0	0%	$4.9K	$4.7K	-$235	2026-10-27
EPG Wealth Management LLC	UNCHANGED	40	40	0	0%	$2.7K	$2.6K	-$129	2026-11-03
NBT Bank, N.A.	UNCHANGED	36	36	0	0%	$2.4K	$2.3K	-$115	2026-10-21
Planning Strategies Inc.	UNCHANGED	17	17	0	0%	$1.2K	$1.1K	-$54	2026-10-02
Farther Finance Advisors, LLC	UNCHANGED	1	1	0	0%	$41	$39	-$2	2026-10-08
Oxler Private Wealth LLC	CLOSED	0	10,825	-10,825	-100%	$733.8K	$0	-$733.8K	2026-10-21
Graves Light Lenhart Wealth, Inc.	CLOSED	0	3,900	-3,900	-100%	$264.4K	$0	-$264.4K	2026-10-09
Smithbridge Asset Management Inc	CLOSED	0	3,738	-3,738	-100%	$253.4K	$0	-$253.4K	2026-10-19
Kestra Private Wealth Services, LLC	CLOSED	0	3,467	-3,467	-100%	$235.1K	$0	-$235.1K	2026-11-06
Joel Isaacson & Co., LLC	CLOSED	0	3,022	-3,022	-100%	$204.9K	$0	-$204.9K	2026-11-05
Wealthcare Capital Partners, LLC	CLOSED	0	3,008	-3,008	-100%	$203.9K	$0	-$203.9K	2026-10-21
Citigroup Inc	CLOSED	0	1,569	-1,569	-100%	$106.4K	$0	-$106.4K	2026-11-04
Morgan Stanley	N/A	—	743,249	-743,249	-100%	$50.4M	—	—	—
UBS Group AG	N/A	—	705,777	-705,777	-100%	$47.8M	—	—	—
Bank of America Corp	N/A	—	492,642	-492,642	-100%	$33.4M	—	—	—
Ameriprise Financial Inc	N/A	—	445,820	-445,820	-100%	$30.2M	—	—	—
Cetera Investment Advisers	N/A	—	346,942	-346,942	-100%	$23.5M	—	—	—
Raymond James Financial Inc	N/A	—	147,585	-147,585	-100%	$10.0M	—	—	—
Wells Fargo & Company	N/A	—	144,722	-144,722	-100%	$9.8M	—	—	—
Arkadios Wealth Advisors	N/A	—	138,763	-138,763	-100%	$9.4M	—	—	—
Royal Bank of Canada	N/A	—	132,675	-132,675	-100%	$9.0M	—	—	—
Mariner, LLC	N/A	—	107,319	-107,319	-100%	$7.3M	—	—	—
Waverly Advisors, LLC	N/A	—	78,844	-78,844	-100%	$5.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	76,582	-76,582	-100%	$5.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	74,292	-74,292	-100%	$5.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	65,232	-65,232	-100%	$4.4M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	50,093	-50,093	-100%	$3.4M	—	—	—
JPMorgan Chase & Co	N/A	—	49,359	-49,359	-100%	$3.3M	—	—	—
Private Advisor Group, LLC	N/A	—	47,989	-47,989	-100%	$3.3M	—	—	—
Stifel Financial Corp	N/A	—	47,249	-47,249	-100%	$3.2M	—	—	—
&partners	N/A	—	39,324	-39,324	-100%	$2.7M	—	—	—
Citadel Advisors LLC	N/A	—	32,589	-32,589	-100%	$2.2M	—	—	—
Smartleaf Asset Management LLC	N/A	—	28,163	-28,163	-100%	$1.9M	—	—	—
Global Retirement Partners, LLC	N/A	—	20,207	-20,207	-100%	$1.4M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	17,892	-17,892	-100%	$1.2M	—	—	—
Three Bearings Fiduciary Advisors, Inc.	N/A	—	16,774	-16,774	-100%	$1.1M	—	—	—
Western Wealth Management, LLC	N/A	—	16,761	-16,761	-100%	$1.1M	—	—	—
UBS Asset Management Americas LLC	N/A	—	15,186	-15,186	-100%	$1.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	15,029	-15,029	-100%	$1.0M	—	—	—
Jane Street Group, LLC	N/A	—	12,489	-12,489	-100%	$846.6K	—	—	—
HighPoint Advisor Group LLC	N/A	—	11,463	-11,463	-100%	$777.1K	—	—	—
Harbour Investments, Inc.	N/A	—	10,819	-10,819	-100%	$733.4K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	10,740	-10,740	-100%	$728.1K	—	—	—
Two Sigma Investments, LP	N/A	—	10,500	-10,500	-100%	$711.8K	—	—	—
Columbia River Financial Group, LLC	N/A	—	9,448	-9,448	-100%	$640.0K	—	—	—
AQR Capital Management LLC	N/A	—	9,421	-9,421	-100%	$638.7K	—	—	—
Pine Valley Investments Ltd Liability Co	N/A	—	8,119	-8,119	-100%	$550.4K	—	—	—
MML Investors Services, LLC	N/A	—	7,997	-7,997	-100%	$542.1K	—	—	—
Cresset Asset Management, LLC	N/A	—	7,963	-7,963	-100%	$539.8K	—	—	—
Betterment LLC	N/A	—	7,646	-7,646	-100%	$518.0K	—	—	—
Forefront Analytics, LLC	N/A	—	7,020	-7,020	-100%	$475.9K	—	—	—
Freedom Investment Management, Inc.	N/A	—	7,009	-7,009	-100%	$475.2K	—	—	—
Sanctuary Advisors, LLC	N/A	—	6,475	-6,475	-100%	$438.9K	—	—	—
FMR LLC	N/A	—	6,447	-6,447	-100%	$437.0K	—	—	—
Blair William & Co	N/A	—	6,419	-6,419	-100%	$435.1K	—	—	—
Savvy Advisors, Inc.	N/A	—	6,215	-6,215	-100%	$421.3K	—	—	—
PSI Advisors, LLC	N/A	—	5,743	-5,743	-100%	$389.3K	—	—	—
NewEdge Wealth, LLC	N/A	—	5,681	-5,681	-100%	$385.1K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	5,200	-5,200	-100%	$352.5K	—	—	—
IHT Wealth Management, LLC	N/A	—	5,069	-5,069	-100%	$343.6K	—	—	—
Advisory Services Network, LLC	N/A	—	4,946	-4,946	-100%	$335.3K	—	—	—
Fiduciary Financial Advisors	N/A	—	4,768	-4,768	-100%	$323.3K	—	—	—
Crux Wealth Advisors	N/A	—	4,604	-4,604	-100%	$312.1K	—	—	—
Equitable Holdings, Inc.	N/A	—	4,319	-4,319	-100%	$292.8K	—	—	—
Janney Montgomery Scott LLC	N/A	—	4,064	-4,064	-100%	$275.0K	—	—	—
Captrust Financial Advisors	N/A	—	3,945	-3,945	-100%	$267.4K	—	—	—
Berger Financial Group, Inc	N/A	—	3,835	-3,835	-100%	$260.0K	—	—	—
Arax Advisory Partners	N/A	—	3,807	-3,807	-100%	$258.1K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	3,755	-3,755	-100%	$254.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	3,382	-3,382	-100%	$229.3K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	3,336	-3,336	-100%	$226.1K	—	—	—
Summit Financial, LLC	N/A	—	3,261	-3,261	-100%	$221.1K	—	—	—
Focus Partners Wealth	N/A	—	3,252	-3,252	-100%	$220.5K	—	—	—
BFC Planning, Inc.	N/A	—	3,107	-3,107	-100%	$210.6K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	2,902	-2,902	-100%	$196.7K	—	—	—
AE Wealth Management LLC	N/A	—	2,782	-2,782	-100%	$188.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	2,443	-2,443	-100%	$164.2K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,900	-1,900	-100%	$128.8K	—	—	—
Centaurus Financial, Inc.	N/A	—	1,867	-1,867	-100%	$127.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	1,701	-1,701	-100%	$115.3K	—	—	—
Ameriflex Group, Inc.	N/A	—	1,358	-1,358	-100%	$92.1K	—	—	—
BlackRock, Inc.	N/A	—	1,333	-1,333	-100%	$90.4K	—	—	—
Lowe Brockenbrough & Co Inc	N/A	—	1,200	-1,200	-100%	$81.3K	—	—	—
Frazier Financial Advisors, LLC	N/A	—	1,032	-1,032	-100%	$70.0K	—	—	—
Rothschild Investment LLC	N/A	—	900	-900	-100%	$61.0K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	410	-410	-100%	$27.8K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	365	-365	-100%	$24.7K	—	—	—
Ankerstar Wealth, LLC	N/A	—	264	-264	-100%	$17.9K	—	—	—
PlanVest Financial, Inc	N/A	—	259	-259	-100%	$17.5K	—	—	—
Cheviot Value Management, LLC	N/A	—	199	-199	-100%	$13.5K	—	—	—
Qube Research & Technologies Ltd	N/A	—	179	-179	-100%	$12.1K	—	—	—
Johnson Financial Group, Inc.	N/A	—	160	-160	-100%	$10.8K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	153	-153	-100%	$10.4K	—	—	—
Vanguard Advisers Inc	N/A	—	89	-89	-100%	$6.1K	—	—	—
Dunhill Financial, LLC	N/A	—	62	-62	-100%	$4.3K	—	—	—
Nova Wealth Management, Inc.	N/A	—	53	-53	-100%	$3.6K	—	—	—
Operose Advisors LLC	N/A	—	27	-27	-100%	$1.8K	—	—	—
Continuum Advisory, LLC	N/A	—	25	-25	-100%	$1.7K	—	—	—
Luminist Capital LLC	N/A	—	7	-7	-100%	$475	—	—	—

Showing 179 of 179 institutions