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Wisdomtree US Smallcap Divid (DES)

CUSIP: 97717W604 | NYSE | 1026 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC1,360,033
0.0% of portfolio›$51.5M
Creative Planning1,313,727
0.0% of portfolio›$49.8M
Keybank National Association729,311
0.1% of portfolio›$27.6M
Valmark Advisers, Inc.337,685
0.1% of portfolio›$12.8M
Bank of New York Mellon Corp321,787
0.0% of portfolio›$12.2M
Allen Investment Management, LLC293,475
0.1% of portfolio›$11.1M
Assetmark, Inc282,892
0.0% of portfolio›$10.7M
Kestra Advisory Services, LLC267,640
0.0% of portfolio›$10.1M
Del-Sette Capital Management, LLC217,551
4.8% of portfolio›$8.2M
BIP Wealth, LLC188,734
0.2% of portfolio›$7.2M
Commonwealth Equity Services, LLC184,403
0.0% of portfolio›$7.0M
Melone Private Wealth, LLC177,366
2.6% of portfolio›$6.7M
Lee, Kelleher & Klein Wealth Management167,110
3.3% of portfolio›$6.3M
Summit Investment Advisors, Inc.\KS166,881
2.9% of portfolio›$6.3M
Key FInancial Inc149,519
0.9% of portfolio›$5.7M
Stonebridge Wealth Management, LLC146,092
4.9% of portfolio›$5.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management133,809
0.1% of portfolio›$5.1M
Parcion Private Wealth LLC128,500
0.3% of portfolio›$4.9M
Wealth Enhancement Advisory Services, LLC117,108
0.0% of portfolio›$4.5M
AdvisorNet Financial, Inc108,771
0.2% of portfolio›$4.1M
Wealthcare Advisory Partners LLC95,418
0.1% of portfolio›$3.6M
Evanson Financial, LLC91,326
0.2% of portfolio›$3.5M
Thrivent Financial for Lutherans86,288
0.0% of portfolio›$3.3K
Dickmeyer Boyce Financial Management, Inc.78,200
1.5% of portfolio›$3.0M
Vaughan & Co Securities, Inc.77,378
1.4% of portfolio›$2.9M
Truist Financial Corp73,236
0.0% of portfolio›$2.8M
Total Clarity Wealth Management, Inc.71,609
0.5% of portfolio›$2.7M
Marathon Strategic Advisors, LLC71,380
1.6% of portfolio›$2.7M
Signature Estate & Investment Advisors LLC70,723
0.0% of portfolio›$2.7M
Merit Financial Group, LLC69,121
0.0% of portfolio›$2.6M
Aspen Investment Management Inc58,555
0.0% of portfolio›$2.2K
Founders Grove Wealth Partners, LLC57,993
0.4% of portfolio›$2.2M
Financial Advisory Partners, LLC55,010
0.6% of portfolio›$2.1M
Modera Wealth Management, LLC54,625
0.0% of portfolio›$2.1M
Farther Finance Advisors, LLC53,896
0.0% of portfolio›$2.0M
Beacon Financial Group53,617
0.2% of portfolio›$2.0M
Midwest Trust Co53,528
0.0% of portfolio›$2.0M
Cambridge Investment Research Advisors, Inc.53,010
0.0% of portfolio›$2.0K
FFG Retirement Advisors LLC52,633
1.1% of portfolio›$2.0M
Salomon & Ludwin, LLC50,128
0.2% of portfolio›$1.9M
Investment Research Partners LLC49,124
0.6% of portfolio›$1.9M
Powers Advisory Group, LLC48,864
0.6% of portfolio›$1.9M
TopTier Wealth Management, LLC48,707
1.1% of portfolio›$1.8M
Jnba Financial Advisors48,667
0.1% of portfolio›$1.8M
180 Wealth Advisors, LLC47,808
0.2% of portfolio›$1.8M
Ascent Group, LLC45,889
0.1% of portfolio›$1.7M
F&V Capital Management, LLC44,069
0.0% of portfolio›$1.7K
Invested Advisors42,573
1.4% of portfolio›$1.6M
Wesbanco Bank Inc41,881
0.1% of portfolio›$1.6M
Wealthcare Capital Partners, LLC40,064
0.6% of portfolio›$1.5M
Old North State Wealth Management, LLC39,863
0.6% of portfolio›$1.5M
Platform Technology Partners39,781
0.2% of portfolio›$1.5M
Oppenheimer & Co Inc39,456
0.0% of portfolio›$1.5M
Paragon Private Wealth Management, LLC37,633
0.4% of portfolio›$1.4M
Inspirion Wealth Advisors, LLC36,599
0.2% of portfolio›$1.4M
Copper Harbor Investment Advisors, LLC36,169
0.3% of portfolio›$1.4M
Uhlmann Price Securities, LLC35,345
0.1% of portfolio›$1.3M
SC&H Financial Advisors, Inc.33,827
0.2% of portfolio›$1.3M
Waterfront Wealth Inc.33,133
0.2% of portfolio›$1.3M
Apollon Wealth Management, LLC33,030
0.0% of portfolio›$1.3M
Independence Bank of Kentucky33,001
0.1% of portfolio›$1.3M
IAG Wealth Partners, LLC32,978
0.1% of portfolio›$1.2M
Savant Capital, LLC31,554
0.0% of portfolio›$1.2M
Cowa, LLC31,112
0.3% of portfolio›$1.2M
PNC Financial Services Group, Inc.28,992
0.0% of portfolio›$1.1M
Connecticut Wealth Management, LLC27,545
0.0% of portfolio›$1.0M
NBT Bank, N.A.26,180
0.1% of portfolio›$992.2K
Apella Capital, LLC25,957
0.0% of portfolio›$992.6K
Hengehold Capital Management LLC25,769
0.1% of portfolio›$976.6K
Bokf, NA23,803
0.0% of portfolio›$902.1K
NewSquare Capital LLC22,934
0.1% of portfolio›$869.2K
Kondo Wealth Advisors, Inc.22,748
0.3% of portfolio›$862.2K
IFP Advisors, Inc22,654
0.0% of portfolio›$858.6K
Clearwater Capital Advisors, LLC22,417
0.1% of portfolio›$849.6K
Fifth Third Bancorp21,790
0.0% of portfolio›$825.8K
HBK Sorce Advisory LLC20,898
0.0% of portfolio›$806.9K
Investment Partners Asset Management, Inc.20,012
0.4% of portfolio›$758.5K
Sumitomo Mitsui Trust Group, Inc.19,417
0.0% of portfolio›$735.9K
Halbert Hargrove Global Advisors, LLC19,292
0.0% of portfolio›$731.2K
Harbor Investment Advisory, LLC19,284
0.0% of portfolio›$730.9K
Independent Financial Group, LLC18,744
0.0% of portfolio›$710.4K
Clearstead Advisors, LLC18,628
0.0% of portfolio›$706.0K
Integrity Alliance, Llc.18,424
0.0% of portfolio›$698.3K
Avail Investment Partners, LLC18,234
0.5% of portfolio›$691.1K
Pension & Wealth Management Advisors, Inc.18,077
0.2% of portfolio›$685.1K
Mather Group, Llc.17,899
0.0% of portfolio›$678.4K
Seek First Inc.17,279
0.4% of portfolio›$654.9K
Csenge Advisory Group16,587
0.0% of portfolio›$628.6K
Infinity Wealth Counsel, LLC15,940
0.5% of portfolio›$604.1K
Lanark Financial, Inc.15,062
0.0% of portfolio›$570.9K
Marino, Stram & Associates LLC14,936
0.1% of portfolio›$566.1K
Sigma Planning Corp14,505
0.0% of portfolio›$549.8K
United Advisor Group, LLC14,223
0.1% of portfolio›$539.1K
Aprio Wealth Management, LLC14,040
0.0% of portfolio›$532.1K
Anson Capital, Inc.13,731
0.3% of portfolio›$520.4K
Insight Advisors, LLC/ PA13,659
0.1% of portfolio›$517.7K
Abundance Wealth Counselors13,650
0.1% of portfolio›$517.3K
Focus Financial Network, Inc.13,536
0.0% of portfolio›$513.0K
Kavar Capital Partners Group, LLC13,249
0.1% of portfolio›$502.1K
Integrated Advisors Network LLC13,000
0.0% of portfolio›$492.7K
Sharper & Granite LLC12,860
0.2% of portfolio›$462.2K
Diversified Enterprises, LLC12,564
0.0% of portfolio›$476.2K
New Hampshire Trust12,420
0.1% of portfolio›$470.7K
Chicago Partners Investment Group LLC11,990
0.0% of portfolio›$465.8K
Founders Financial Securities LLC11,780
0.0% of portfolio›$446.5K
Integral Investment Advisors, Inc.11,580
0.1% of portfolio›$438.9K
Montecito Bank & Trust10,769
0.1% of portfolio›$408.1K
First National Trust Co10,668
0.0% of portfolio›$404.3K
Collar Capital Management, LLC10,593
0.2% of portfolio›$401.5K
TigerOak Management, L.L.C.10,494
0.1% of portfolio›$397.7K
Brady Family Wealth, LLC10,174
0.1% of portfolio›$385.6K
Loring Wolcott & Coolidge Fiduciary Advisors LLP10,000
0.0% of portfolio›$379.0K
Phillip James Consulting Co.9,927
0.3% of portfolio›$376.2K
Collaborative Wealth Managment Inc.9,909
0.2% of portfolio›$375.5K
Pinnacle Associates LTD9,680
0.0% of portfolio›$366.9K
Cherry Tree Wealth Management, LLC9,462
0.1% of portfolio›$358.6K
J.W. Cole Advisors, Inc.9,403
0.0% of portfolio›$356.4K
VestGen Advisors, LLC9,099
0.0% of portfolio›$344.9K
Atria Investments, Inc8,991
0.0% of portfolio›$340.7K
Arlington Financial Advisors, LLC8,629
0.0% of portfolio›$327.0K
Robinson Smith Wealth Advisors LLC8,603
0.2% of portfolio›$326.1K
Dynamic Advisor Solutions LLC8,590
0.0% of portfolio›$325.6K
Verdence Capital Advisors LLC8,565
0.0% of portfolio›$324.6K
Pinnacle Financial Group, LLC / IL8,563
0.1% of portfolio›$324.6K
Plimoth Trust Co LLC7,980
0.1% of portfolio›$302.4K
Moller Wealth Partners7,939
0.1% of portfolio›$300.9K
Park Avenue Securities LLC7,549
0.0% of portfolio›$286
Trilogy Capital Inc.7,404
0.0% of portfolio›$280.6K
MGO One Seven LLC7,329
0.0% of portfolio›$277.8K
Invenio Wealth Partners LLC7,234
0.1% of portfolio›$274.2K
Midland Wealth Advisors, LLC7,099
0.0% of portfolio›$269.1K
Meridian Investment Counsel Inc.7,000
0.1% of portfolio›$265.3K
Three Magnolias Financial Advisors, LLC6,962
0.2% of portfolio›$263.9K
Bison Wealth, LLC6,959
0.0% of portfolio›$266.4K
Vicus Capital6,843
0.0% of portfolio›$259.3K
Argyle Capital Partners, LLC6,601
0.2% of portfolio›$250.2K
Rockingstone Advisors LLC6,565
0.1% of portfolio›$248.8K
MCF Advisors LLC6,486
0.0% of portfolio›$245.8K
Pinnacle Wealth Management Advisory Group, LLC6,410
0.0% of portfolio›$242.9K
Signal Advisors Wealth, LLC6,408
0.0% of portfolio›$242.9K
Wrenne Financial Planning LLC6,346
0.1% of portfolio›$240.5K
Lido Advisors, LLC6,207
0.0% of portfolio›$235.2K
Clark Asset Management, LLC6,183
0.0% of portfolio›$234.3K
US Bancorp \de\6,164
0.0% of portfolio›$233.6K
Southern Michigan Bank & Trust6,091
0.1% of portfolio›$230.8K
Ashton Thomas Private Wealth, LLC6,068
0.0% of portfolio›$230.0K
Accredited Investors Inc.5,906
0.0% of portfolio›$223.8K
Vise Technologies, Inc.5,771
0.0% of portfolio›$218.7K
Aviance Capital Partners, LLC5,771
0.0% of portfolio›$218.7K
Allworth Financial LP5,692
0.0% of portfolio›$231.6K
Caldwell Trust Co5,480
0.0% of portfolio›$207.7K
Capital Investment Advisory Services, LLC5,379
0.0% of portfolio›$203.9K
CX Institutional5,316
0.0% of portfolio›$201
Revolve Wealth Partners, LLC5,299
0.0% of portfolio›$200.8K
Wealth Enhancement Trust Services, Inc.4,904
0.0% of portfolio›$185.9K
Versant Capital Management, Inc4,432
0.0% of portfolio›$168.0K
Evolution Wealth Management Inc.3,459
0.1% of portfolio›$131.1K
Chilton Capital Management LLC3,220
0.0% of portfolio›$122.0K
Viewpoint Capital Management LLC2,856
0.1% of portfolio›$108.2K
Montag A & Associates Inc2,854
0.0% of portfolio›$108.2K
Rossby Financial, LCC2,728
0.0% of portfolio›$103.4K
CoreCap Advisors, LLC2,657
0.0% of portfolio›$100.7K
Moisand Fitzgerald Tamayo, LLC2,430
0.0% of portfolio›$92.1K
Hazlett, Burt & Watson, Inc.2,070
0.0% of portfolio›$78
Dhjj Financial Advisors, Ltd.2,008
0.0% of portfolio›$76.1K
Ascentis Independent Advisors1,778
0.0% of portfolio›$67.4K
First Horizon Corp1,707
0.0% of portfolio›$64.7K
GGM Financial LLC1,662
0.0% of portfolio›$63.0K
Evermay Wealth Management LLC1,597
0.0% of portfolio›$60.5K
Trust Co of Vermont1,580
0.0% of portfolio›$59.9K
Allspring Global Investments Holdings, LLC1,509
0.0% of portfolio›$58.3K
Aspect Partners, LLC1,266
0.0% of portfolio›$48.0K
SBI Securities Co., Ltd.1,193
0.0% of portfolio›$45.2K
Align Financial, LLC1,170
0.0% of portfolio›$44.3K
Cassaday & Co Wealth Management LLC1,091
0.0% of portfolio›$41.3K
Asset Planning,Inc1,050
0.0% of portfolio›$39.8K
Kennebec Savings Bank1,030
0.0% of portfolio›$39.0K
Main Street Group, LTD992
0.0% of portfolio›$37.6K
Holos Integrated Wealth LLC810
0.0% of portfolio›$30.9K
Pinnacle Bancorp, Inc.735
0.0% of portfolio›$27.9K
Sfam, LLC701
0.0% of portfolio›$26.6K
United Community Bank662
0.0% of portfolio›$25.1K
Fairman Group, LLC648
0.0% of portfolio›$24.6K
Compass Financial Management LLC586
0.0% of portfolio›$22.2K
Larson Financial Group LLC582
0.0% of portfolio›$22.0K
Asset Dedication, LLC561
0.0% of portfolio›$21.3K
Harbor Asset Planning, Inc.555
0.0% of portfolio›$21.0K
Spire Wealth Management500
0.0% of portfolio›$19.0K
SJS Investment Consulting Inc.490
0.0% of portfolio›$18.6K
North Star Investment Management Corp.460
0.0% of portfolio›$17.4K
Triumph Capital Management358
0.0% of portfolio›$13.6K
Bank of New Hampshire290
0.0% of portfolio›$11.0K
Piscataqua Savings Bank258
0.0% of portfolio›$9.8K
KFG LLC250
0.0% of portfolio›$9.5K
Russell Investments Group, Ltd.242
0.0% of portfolio›$9.2K
Downshift Financial, LLC236
0.0% of portfolio›$8.9K
Bayban235
0.0% of portfolio›$9.6K
Eukles Asset Management234
0.0% of portfolio›$8.9K
Provenance Wealth Advisors, LLC229
0.0% of portfolio›$8.7K
Signaturefd, LLC200
0.0% of portfolio›$7.6K
Capital Advisors, Ltd. LLC186
0.0% of portfolio›$7
Virginia Estate & Retirement Planning Advisors Inc.162
0.0% of portfolio›$6.1K
Creative Financial Designs Inc145
0.0% of portfolio›$5.5K
1620 Investment Advisors, Inc.115
0.0% of portfolio›$4.4K
Reap Financial Group, LLC103
0.0% of portfolio›$3.9K
GHP Investment Advisors, Inc.100
0.0% of portfolio›$3.8K
Central Trust Co100
0.0% of portfolio›$3.8K
JFS Wealth Advisors, LLC50
0.0% of portfolio›$1.9K
Kozak & Associates, Inc.41
0.0% of portfolio›$1.6K
Rosenberg Matthew Hamilton32
0.0% of portfolio›$1.2K
IMG Wealth Management, Inc.31
0.0% of portfolio›$1.2K
Clearstead Trust, LLC21
0.0% of portfolio›$796
Citigroup Inc2
0.0% of portfolio›$76
StyleTurnoverLocationFiled
LPL Financial LLC
1,360,033$51.5M0.0%IndexVery LowFort Mill, SC2026-11-06
Creative Planning
1,313,727$49.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Keybank National Association
729,311$27.6M0.1%CoreLowBrooklyn, OH2026-11-04
Valmark Advisers, Inc.
337,685$12.8M0.1%ETFVery LowAkron, OH2026-11-06
Bank of New York Mellon Corp
321,787$12.2M0.0%CoreLowNew York, NY2026-11-05
Allen Investment Management, LLC
293,475$11.1M0.1%MomentumMediumNew York, NY2026-11-03
Assetmark, Inc
282,892$10.7M0.0%ETFLowConcord, CA2026-10-21
Kestra Advisory Services, LLC
267,640$10.1M0.0%CoreLowAustin, TX2026-11-02
Del-Sette Capital Management, LLC
217,551$8.2M4.8%YieldHighSchenectady, NY2026-10-23
BIP Wealth, LLC
188,734$7.2M0.2%ETFMediumAtlanta, GA2026-10-22
Commonwealth Equity Services, LLC
184,403$7.0M0.0%ETFLowWaltham, MA2026-11-02
Melone Private Wealth, LLC
177,366$6.7M2.6%ETFMediumAuburn Hills, MI2026-10-16
Lee, Kelleher & Klein Wealth Management
167,110$6.3M3.3%ETFVery LowEllicott City, MD2026-10-08
Summit Investment Advisors, Inc.\KS
166,881$6.3M2.9%N/AN/ALeawood, KS2026-11-05
Key FInancial Inc
149,519$5.7M0.9%ETFLowWest Chester, PA2026-11-02
Stonebridge Wealth Management, LLC
146,092$5.5M4.9%ETFLowOak Brook, IL2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
133,809$5.1M0.1%GrowthVery LowSeattle, WA2026-10-27
Parcion Private Wealth LLC
128,500$4.9M0.3%CoreMediumBellevue, WA2026-10-28
Wealth Enhancement Advisory Services, LLC
117,108$4.5M0.0%CoreLowPlymouth, MN2026-10-13
AdvisorNet Financial, Inc
108,771$4.1M0.2%ETFLowMinnetonka, MN2026-10-15
Wealthcare Advisory Partners LLC
95,418$3.6M0.1%ETFLowWest Chester, PA2026-10-21
Evanson Financial, LLC
91,326$3.5M0.2%ETFN/AMclean, VA2026-10-23
Thrivent Financial for Lutherans
86,288$3.3K0.0%GARPMediumMinneapolis, MN2026-11-05
Dickmeyer Boyce Financial Management, Inc.
78,200$3.0M1.5%CoreVery LowFort Wayne, IN2026-10-08
Vaughan & Co Securities, Inc.
77,378$2.9M1.4%ETFVery LowRidgewood, NJ2026-10-23
Truist Financial Corp
73,236$2.8M0.0%CoreLowCharlotte, NC2026-10-30
Total Clarity Wealth Management, Inc.
71,609$2.7M0.5%ETFMediumSt. Charles, IL2026-10-26
Marathon Strategic Advisors, LLC
71,380$2.7M1.6%ETFVery LowPittsburgh, PA2026-10-20
Signature Estate & Investment Advisors LLC
70,723$2.7M0.0%ETFMediumLos Angeles, CA2026-10-13
Merit Financial Group, LLC
69,121$2.6M0.0%ETFLowAlpharetta, GA2026-11-06
Aspen Investment Management Inc
58,555$2.2K0.0%GrowthLowGrand Rapids, MI2026-11-05
Founders Grove Wealth Partners, LLC
57,993$2.2M0.4%ETFLowRichmond, VA2026-10-16
Financial Advisory Partners, LLC
55,010$2.1M0.6%ETFVery LowWinter Park, FL2026-10-23
Modera Wealth Management, LLC
54,625$2.1M0.0%ETFVery LowWestwood, NJ2026-10-28
Farther Finance Advisors, LLC
53,896$2.0M0.0%IndexLowSan Francisco, CA2026-10-08
Beacon Financial Group
53,617$2.0M0.2%ETFMediumDallas, TX2026-10-19
Midwest Trust Co
53,528$2.0M0.0%CoreLowOverland Park, KS2026-10-22
Cambridge Investment Research Advisors, Inc.
53,010$2.0K0.0%ETFLowFairfield, IA2026-11-02
FFG Retirement Advisors LLC
52,633$2.0M1.1%ETFMediumCentennial, CO2026-10-20
Salomon & Ludwin, LLC
50,128$1.9M0.2%ETFVery LowRichmond, VA2026-10-29
Investment Research Partners LLC
49,124$1.9M0.6%CoreLowLemont, PA2026-10-19
Powers Advisory Group, LLC
48,864$1.9M0.6%ETFVery LowHighland, IL2026-10-14
TopTier Wealth Management, LLC
48,707$1.8M1.1%ETFVery LowMuskego, WI2026-10-16
Jnba Financial Advisors
48,667$1.8M0.1%ETFMediumBloomington, MN2026-11-03
180 Wealth Advisors, LLC
47,808$1.8M0.2%CoreLowFederal Way, WA2026-11-03
Ascent Group, LLC
45,889$1.7M0.1%CoreLowVirginia Beach, VA2026-10-30
F&V Capital Management, LLC
44,069$1.7K0.0%ValueLowBoca Raton, FL2026-10-19
Invested Advisors
42,573$1.6M1.4%CoreMediumState College, PA2026-10-23
Wesbanco Bank Inc
41,881$1.6M0.1%CoreLowWheeling, WV2026-11-04
Wealthcare Capital Partners, LLC
40,064$1.5M0.6%ETFLowWest Chester, PA2026-10-21
Old North State Wealth Management, LLC
39,863$1.5M0.6%ValueMediumWilmington, NC2026-10-22
Platform Technology Partners
39,781$1.5M0.2%CoreVery LowLocust Valley, NY2026-11-02
Oppenheimer & Co Inc
39,456$1.5M0.0%CoreLowNew York, NY2026-10-26
Paragon Private Wealth Management, LLC
37,633$1.4M0.4%GrowthLowLexington, KY2026-10-20
Inspirion Wealth Advisors, LLC
36,599$1.4M0.2%ETFMediumLibertyville, IL2026-10-09
Copper Harbor Investment Advisors, LLC
36,169$1.4M0.3%ETFN/AAppleton, WI2026-10-16
Uhlmann Price Securities, LLC
35,345$1.3M0.1%Agg GrowthLowSkokie, IL2026-11-03
SC&H Financial Advisors, Inc.
33,827$1.3M0.2%ETFVery LowHunt Valley, MD2026-10-14
Waterfront Wealth Inc.
33,133$1.3M0.2%ValueLowOverland Park, KS2026-11-03
Apollon Wealth Management, LLC
33,030$1.3M0.0%GrowthLowMount Pleasant, SC2026-10-23
Independence Bank of Kentucky
33,001$1.3M0.1%GrowthLowOwensboro, KY2026-10-26
IAG Wealth Partners, LLC
32,978$1.2M0.1%ETFLowWaukesha, WI2026-11-06
Savant Capital, LLC
31,554$1.2M0.0%IndexVery LowRockford, IL2026-11-06
Cowa, LLC
31,112$1.2M0.3%ETFMediumTulsa, OK2026-10-30
PNC Financial Services Group, Inc.
28,992$1.1M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Connecticut Wealth Management, LLC
27,545$1.0M0.0%ETFLowFarmington, CT2026-10-13
NBT Bank, N.A.
26,180$992.2K0.1%CoreLowNorwich, NY2026-10-21
Apella Capital, LLC
25,957$992.6K0.0%ETFVery LowWest Hartford, CT2026-10-08
Hengehold Capital Management LLC
25,769$976.6K0.1%ETFLowCincinnati, OH2026-10-16
Bokf, NA
23,803$902.1K0.0%CoreLowTulsa, OK2026-10-27
NewSquare Capital LLC
22,934$869.2K0.1%ETFMediumNewtown Square, PA2026-11-06
Kondo Wealth Advisors, Inc.
22,748$862.2K0.3%ETFVery LowPasadena, CA2026-10-19
IFP Advisors, Inc
22,654$858.6K0.0%GrowthLowTampa, FL2026-10-16
Clearwater Capital Advisors, LLC
22,417$849.6K0.1%ETFLowHoffman Estates, IL2026-11-06
Fifth Third Bancorp
21,790$825.8K0.0%IndexVery LowCincinnati, OH2026-11-05
HBK Sorce Advisory LLC
20,898$806.9K0.0%IndexVery LowErie, PA2026-11-06
Investment Partners Asset Management, Inc.
20,012$758.5K0.4%CoreLowMetuchen, NJ2026-10-09
Sumitomo Mitsui Trust Group, Inc.
19,417$735.9K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Halbert Hargrove Global Advisors, LLC
19,292$731.2K0.0%ETFLowLong Beach, CA2026-10-16
Harbor Investment Advisory, LLC
19,284$730.9K0.0%GrowthLowLutherville, MD2026-10-13
Independent Financial Group, LLC
18,744$710.4K0.0%GrowthLowSan Diego, CA2026-10-13
Clearstead Advisors, LLC
18,628$706.0K0.0%ETFLowCleveland, OH2026-11-06
Integrity Alliance, Llc.
18,424$698.3K0.0%ETFMediumUrbandale, IA2026-10-29
Avail Investment Partners, LLC
18,234$691.1K0.5%CoreMediumLemont, PA2026-10-16
Pension & Wealth Management Advisors, Inc.
18,077$685.1K0.2%ETFLowWaltham, MA2026-10-16
Mather Group, Llc.
17,899$678.4K0.0%ETFMediumChicago, IL2026-10-14
Seek First Inc.
17,279$654.9K0.4%ETFLowCampbell, CA2026-10-27
Csenge Advisory Group
16,587$628.6K0.0%ETFMediumClearwater, FL2026-11-04
Infinity Wealth Counsel, LLC
15,940$604.1K0.5%ETFVery LowLoveland, OH2026-10-15
Lanark Financial, Inc.
15,062$570.9K0.0%CoreMediumBirmingham, AL2026-10-26
Marino, Stram & Associates LLC
14,936$566.1K0.1%ETFVery LowBraintree, MA2026-10-22
Sigma Planning Corp
14,505$549.8K0.0%GrowthMediumAnn Arbor, MI2026-10-23
United Advisor Group, LLC
14,223$539.1K0.1%ETFLowCincinnati, OH2026-11-03
Aprio Wealth Management, LLC
14,040$532.1K0.0%ETFMediumAtlanta, GA2026-10-28
Anson Capital, Inc.
13,731$520.4K0.3%ETFLowTyrone, GA2026-10-23
Insight Advisors, LLC/ PA
13,659$517.7K0.1%ETFMediumNewtown, PA2026-10-22
Abundance Wealth Counselors
13,650$517.3K0.1%GrowthLowState College, PA2026-10-26
Focus Financial Network, Inc.
13,536$513.0K0.0%ETFLowMinneapolis, MN2026-10-14
Kavar Capital Partners Group, LLC
13,249$502.1K0.1%CoreLowLeawood, KS2026-11-06
Integrated Advisors Network LLC
13,000$492.7K0.0%GrowthMediumDallas, TX2026-10-20
Sharper & Granite LLC
12,860$462.2K0.2%ETFLowEl Segundo, CA2026-11-02
Diversified Enterprises, LLC
12,564$476.2K0.0%ETFVery LowWilmington, DE2026-10-19
New Hampshire Trust
12,420$470.7K0.1%CoreLowConcord, NH2026-10-20
Chicago Partners Investment Group LLC
11,990$465.8K0.0%GARPLowChicago, IL2026-10-27
Founders Financial Securities LLC
11,780$446.5K0.0%ETFMediumTowson, MD2026-10-28
Integral Investment Advisors, Inc.
11,580$438.9K0.1%ETFVery LowTurlock, CA2026-11-03
Montecito Bank & Trust
10,769$408.1K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
First National Trust Co
10,668$404.3K0.0%GrowthLowJohnstown, PA2026-10-28
Collar Capital Management, LLC
10,593$401.5K0.2%ValueLowAppleton, WI2026-10-28
TigerOak Management, L.L.C.
10,494$397.7K0.1%GrowthVery LowNashville, TN2026-10-23
Brady Family Wealth, LLC
10,174$385.6K0.1%CoreVery LowSaint Louis, MO2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
10,000$379.0K0.0%GrowthVery LowBoston, MA2026-10-23
Phillip James Consulting Co.
9,927$376.2K0.3%ETFVery HighPlymouth, MN2026-11-03
Collaborative Wealth Managment Inc.
9,909$375.5K0.2%ETFMediumLake Mary, FL2026-11-06
Pinnacle Associates LTD
9,680$366.9K0.0%CoreLowNew York, NY2026-10-20
Cherry Tree Wealth Management, LLC
9,462$358.6K0.1%ETFVery LowMinnetonka, MN2026-10-15
J.W. Cole Advisors, Inc.
9,403$356.4K0.0%IndexLowTampa, FL2026-11-05
VestGen Advisors, LLC
9,099$344.9K0.0%GrowthMediumChicago, IL2026-10-27
Atria Investments, Inc
8,991$340.7K0.0%CoreMediumCharlotte, NC2026-10-15
Arlington Financial Advisors, LLC
8,629$327.0K0.0%ETFMediumSanta Barbara, CA2026-10-19
Robinson Smith Wealth Advisors LLC
8,603$326.1K0.2%ETFLowSouth Portland, ME2026-10-22
Dynamic Advisor Solutions LLC
8,590$325.6K0.0%ETFLowPhoenix, AZ2026-10-13
Verdence Capital Advisors LLC
8,565$324.6K0.0%CoreMediumHunt Valley, MD2026-10-26
Pinnacle Financial Group, LLC / IL
8,563$324.6K0.1%ETFVery LowWestern Springs, IL2026-10-29
Plimoth Trust Co LLC
7,980$302.4K0.1%CoreLowSwansea, MA2026-10-26
Moller Wealth Partners
7,939$300.9K0.1%ETFVery LowNorthfield, IL2026-10-15
Park Avenue Securities LLC
7,549$2860.0%ETFMediumNew York, NY2026-10-26
Trilogy Capital Inc.
7,404$280.6K0.0%ETFMediumIrvine, CA2026-10-20
MGO One Seven LLC
7,329$277.8K0.0%GrowthLowBeachwood, OH2026-10-28
Invenio Wealth Partners LLC
7,234$274.2K0.1%ETFLowCoral Gables, FL2026-10-20
Midland Wealth Advisors, LLC
7,099$269.1K0.0%ETFLowEffingham, IL2026-10-26
Meridian Investment Counsel Inc.
7,000$265.3K0.1%GARPLowLafayette, CA2026-10-14
Three Magnolias Financial Advisors, LLC
6,962$263.9K0.2%ETFLowWinston-Salem, NC2026-10-14
Bison Wealth, LLC
6,959$266.4K0.0%GrowthMediumAtlanta, GA2026-10-13
Vicus Capital
6,843$259.3K0.0%ETFMediumState College, PA2026-11-05
Argyle Capital Partners, LLC
6,601$250.2K0.2%CoreLowLos Angeles, CA2026-10-23
Rockingstone Advisors LLC
6,565$248.8K0.1%GrowthLowGreat Barrington, MA2026-10-16
MCF Advisors LLC
6,486$245.8K0.0%ETFLowLexington, KY2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
6,410$242.9K0.0%GrowthLowRed Bank, NJ2026-10-23
Signal Advisors Wealth, LLC
6,408$242.9K0.0%ETFLowDetroit, MI2026-10-13
Wrenne Financial Planning LLC
6,346$240.5K0.1%ETFVery LowLexington, KY2026-10-30
Lido Advisors, LLC
6,207$235.2K0.0%GrowthLowLos Angeles, CA2026-11-04
Clark Asset Management, LLC
6,183$234.3K0.0%ETFVery LowStratham, NH2026-10-19
US Bancorp \de\
6,164$233.6K0.0%IndexLowMinneapolis, MN2026-11-05
Southern Michigan Bank & Trust
6,091$230.8K0.1%ETFLowColdwater, MI2026-10-19
Ashton Thomas Private Wealth, LLC
6,068$230.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Accredited Investors Inc.
5,906$223.8K0.0%ETFLowEdina, MN2026-11-03
Vise Technologies, Inc.
5,771$218.7K0.0%IndexLowNew York, NY2026-10-29
Aviance Capital Partners, LLC
5,771$218.7K0.0%CoreLowNaples, FL2026-10-29
Allworth Financial LP
5,692$231.6K0.0%IndexLowFolsom, CA2026-11-06
Caldwell Trust Co
5,480$207.7K0.0%GrowthLowVenice, FL2026-10-30
Capital Investment Advisory Services, LLC
5,379$203.9K0.0%CoreMediumRaleigh, NC2026-10-30
CX Institutional
5,316$2010.0%CoreMediumAuburn, IN2026-10-02
Revolve Wealth Partners, LLC
5,299$200.8K0.0%ETFVery LowHackensack, NJ2026-10-23
Wealth Enhancement Trust Services, Inc.
4,904$185.9K0.0%GrowthMediumSioux Falls, SD2026-10-07
Versant Capital Management, Inc
4,432$168.0K0.0%GARPLowPhoenix, AZ2026-10-02
Evolution Wealth Management Inc.
3,459$131.1K0.1%ETFMediumFort Myers, FL2026-10-28
Chilton Capital Management LLC
3,220$122.0K0.0%GrowthMediumHouston, TX2026-10-28
Viewpoint Capital Management LLC
2,856$108.2K0.1%CoreVery LowSeattle, WA2026-10-27
Montag A & Associates Inc
2,854$108.2K0.0%CoreLowAtlanta, GA2026-10-29
Rossby Financial, LCC
2,728$103.4K0.0%ETFMediumMelbourne, FL2026-11-05
CoreCap Advisors, LLC
2,657$100.7K0.0%ETFMediumSouthfield, MI2026-10-08
Moisand Fitzgerald Tamayo, LLC
2,430$92.1K0.0%ETFVery LowOrlando, FL2026-10-15
Hazlett, Burt & Watson, Inc.
2,070$780.0%CoreVery LowWheeling, WV2026-11-04
Dhjj Financial Advisors, Ltd.
2,008$76.1K0.0%ETFVery LowNaperville, IL2026-10-23
Ascentis Independent Advisors
1,778$67.4K0.0%ETFLowDallas, TX2026-11-03
First Horizon Corp
1,707$64.7K0.0%CoreLowMemphis, TN2026-10-26
GGM Financial LLC
1,662$63.0K0.0%ETFMediumColumbus, OH2026-11-05
Evermay Wealth Management LLC
1,597$60.5K0.0%ETFLowArlington, VA2026-11-05
Trust Co of Vermont
1,580$59.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Allspring Global Investments Holdings, LLC
1,509$58.3K0.0%CoreMediumCharlotte, NC2026-11-04
Aspect Partners, LLC
1,266$48.0K0.0%ETFMediumFairfax, VA2026-10-20
SBI Securities Co., Ltd.
1,193$45.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Align Financial, LLC
1,170$44.3K0.0%ETFVery LowHermantown, MN2026-10-16
Cassaday & Co Wealth Management LLC
1,091$41.3K0.0%ETFVery LowMclean, VA2026-10-27
Asset Planning,Inc
1,050$39.8K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Kennebec Savings Bank
1,030$39.0K0.0%CoreLowAugusta, ME2026-10-22
Main Street Group, LTD
992$37.6K0.0%ETFMediumGlen Allen, VA2026-10-28
Holos Integrated Wealth LLC
810$30.9K0.0%ETFLowKennett Square, PA2026-10-23
Pinnacle Bancorp, Inc.
735$27.9K0.0%CoreVery LowBeatrice, NE2026-10-21
Sfam, LLC
701$26.6K0.0%ETFVery LowElmhurst, IL2026-11-03
United Community Bank
662$25.1K0.0%CoreLowGreenville, SC2026-10-28
Fairman Group, LLC
648$24.6K0.0%ETFLowChesterbrook, PA2026-10-26
Compass Financial Management LLC
586$22.2K0.0%CoreN/ATampa, FL2026-10-30
Larson Financial Group LLC
582$22.0K0.0%GrowthLowSt Louis, MO2026-11-05
Asset Dedication, LLC
561$21.3K0.0%ETFLowSan Francisco, CA2026-11-03
Harbor Asset Planning, Inc.
555$21.0K0.0%ETFVery LowBelmont, MA2026-10-23
Spire Wealth Management
500$19.0K0.0%GrowthMediumMclean, VA2026-10-30
SJS Investment Consulting Inc.
490$18.6K0.0%ETFVery LowSylvania, OH2026-10-26
North Star Investment Management Corp.
460$17.4K0.0%CoreLowChicago, IL2026-10-27
Triumph Capital Management
358$13.6K0.0%ETFMediumDenver, CO2026-10-14
Bank of New Hampshire
290$11.0K0.0%CoreLowLaconia, NH2026-10-06
Piscataqua Savings Bank
258$9.8K0.0%CoreVery LowPortsmouth, NH2026-10-21
KFG LLC
250$9.5K0.0%ETFN/ARapid City, SD2026-11-02
Russell Investments Group, Ltd.
242$9.2K0.0%CoreLowSeattle, WA2026-11-06
Downshift Financial, LLC
236$8.9K0.0%ETFLowBoulder, CO2026-10-13
Bayban
235$9.6K0.0%ValueLowBayport, MN2026-11-05
Eukles Asset Management
234$8.9K0.0%CoreLowCincinnati, OH2026-11-04
Provenance Wealth Advisors, LLC
229$8.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Signaturefd, LLC
200$7.6K0.0%IndexLowAtlanta, GA2026-10-23
Capital Advisors, Ltd. LLC
186$70.0%ETFLowShaker Heights, OH2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
162$6.1K0.0%ETFLowGlen Allen, VA2026-10-14
Creative Financial Designs Inc
145$5.5K0.0%ETFMediumKokomo, IN2026-11-04
1620 Investment Advisors, Inc.
115$4.4K0.0%ValueLowPlymouth, MA2026-11-04
Reap Financial Group, LLC
103$3.9K0.0%ETFLowAustin, TX2026-11-02
GHP Investment Advisors, Inc.
100$3.8K0.0%CoreVery LowDenver, CO2026-10-15
Central Trust Co
100$3.8K0.0%CoreLowJefferson City, MO2026-11-05
JFS Wealth Advisors, LLC
50$1.9K0.0%ETFVery LowHermitage, PA2026-11-03
Kozak & Associates, Inc.
41$1.6K0.0%ETFLowHighlands Ranch, CO2026-10-29
Rosenberg Matthew Hamilton
32$1.2K0.0%ETFVery LowGrand Junction, CO2026-10-05
IMG Wealth Management, Inc.
31$1.2K0.0%ETFMediumJacksonville, FL2026-10-27
Clearstead Trust, LLC
21$7960.0%GrowthLowPortland, ME2026-11-06
Citigroup Inc
2$760.0%CoreMediumNew York, NY2026-11-04