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Wisdomtree Intl S/C DVD Fund (DLS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Savant Capital, LLC
DECREASED
Shares704,030 from 1,475,277
Change-771,247 (-52%)
Value$61.4M (-$60.5M)
Filed 2026-11-06
BIP Wealth, LLC
DECREASED
Shares241,985 from 265,198
Change-23,213 (-9%)
Value$21.1M (-$1.1M)
Filed 2026-10-22
Compound Planning, Inc.
INCREASED
Shares91,422 from 90,795
Change+627 (+1%)
Value$8.0M (+$363.4K)
Filed 2026-11-05
Neumann Capital Management, LLC
NEW
Shares71,651
Change+71,651
Value$6.2M
Filed 2026-10-15
Evanson Financial, LLC
DECREASED
Shares71,234 from 81,712
Change-10,478 (-13%)
Value$6.2M (-$635.7K)
Filed 2026-10-23
Csenge Advisory Group
DECREASED
Shares64,651 from 66,399
Change-1,748 (-3%)
Value$5.6M (+$73.3K)
Filed 2026-11-04
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares56,022 from 56,877
Change-855 (-1%)
Value$4.9M (+$118.9K)
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares55,312 from 56,451
Change-1,139 (-2%)
Value$4.8M (+$92.6K)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares53,667 from 50,334
Change+3,333 (+7%)
Value$4.7M (+$461.7K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares53,653 from 52,290
Change+1,363 (+3%)
Value$4.7M (+$296.6K)
Filed 2026-11-02
Waterfront Wealth Inc.
INCREASED
Shares48,410 from 47,517
Change+893 (+2%)
Value$4.2M (+$127.6K)
Filed 2026-11-03
Grove Street Fiduciary, LLC
DECREASED
Shares40,874 from 43,141
Change-2,267 (-5%)
Value$3.6M (-$51.0K)
Filed 2026-10-13
Phillip James Consulting Co.
NEW
Shares38,911
Change+38,911
Value$3.4M
Filed 2026-11-03
Creative Planning
DECREASED
Shares38,169 from 40,180
Change-2,011 (-5%)
Value$3.3M (-$38.8K)
Filed 2026-11-02
Family Wealth Partners, LLC
DECREASED
Shares35,293 from 35,382
Change-89 (0%)
Value$3.1M (+$112.5K)
Filed 2026-10-20
Wealth Architects, LLC
DECREASED
Shares31,899 from 32,033
Change-134 (0%)
Value$2.8M (+$97.2K)
Filed 2026-11-03
Great Point Wealth Advisors, LLC
DECREASED
Shares30,212 from 67,323
Change-37,111 (-55%)
Value$2.6M (-$3.0M)
Filed 2026-10-15
Impact Capital Partners LLC
INCREASED
Shares26,331 from 25,622
Change+709 (+3%)
Value$2.3M (+$148.9K)
Filed 2026-10-22
Marathon Strategic Advisors, LLC
INCREASED
Shares25,504 from 25,385
Change+119 (+0%)
Value$2.2M (+$96.7K)
Filed 2026-10-20
Atria Investments, Inc
DECREASED
Shares25,163 from 25,245
Change-82 (0%)
Value$2.2M (+$78.7K)
Filed 2026-10-15
GHP Investment Advisors, Inc.
DECREASED
Shares23,164 from 23,548
Change-384 (-2%)
Value$2.0M (+$46.6K)
Filed 2026-10-15
Allworth Financial LP
INCREASED
Shares21,935 from 21,499
Change+436 (+2%)
Value$1.8M (+$36.5K)
Filed 2026-11-06
Ritholtz Wealth Management
DECREASED
Shares19,602 from 20,136
Change-534 (-3%)
Value$1.7M (+$21.9K)
Filed 2026-11-05
McLean Asset Management Corp
DECREASED
Shares18,336 from 18,554
Change-218 (-1%)
Value$1.5M (-$63.0K)
Filed 2026-11-06
HB Wealth Management, LLC
NEW
Shares17,413
Change+17,413
Value$1.5M
Filed 2026-10-23
Larson Financial Group LLC
DECREASED
Shares16,879 from 17,616
Change-737 (-4%)
Value$1.5M (-$4.4K)
Filed 2026-11-05
Sharper & Granite LLC
INCREASED
Shares15,840 from 14,493
Change+1,347 (+9%)
Value$1.3M (+$76.6K)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares15,769 from 15,990
Change-221 (-1%)
Value$1.4M (+$35.1K)
Filed 2026-11-04
Envision Financial LLC
INCREASED
Shares14,268 from 6,568
Change+7,700 (+117%)
Value$769.8K (+$219.5K)
Filed 2026-10-15
CoreCap Advisors, LLC
DECREASED
Shares13,185 from 13,277
Change-92 (-1%)
Value$1.1M (+$37.1K)
Filed 2026-10-08
Apella Capital, LLC
INCREASED
Shares12,668 from 5,706
Change+6,962 (+122%)
Value$1.1M (+$602.8K)
Filed 2026-10-08
Tortoise Investment Management, LLC
UNCHANGED
Shares11,954 from 11,954
Change0 (0%)
Value$1.0M (+$40.6K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares11,144 from 11,481
Change-337 (-3%)
Value$971.7K (+$9.7K)
Filed 2026-11-02
Stonebridge Wealth Management, LLC
UNCHANGED
Shares10,641 from 10,641
Change0 (0%)
Value$927.8K (+$36.2K)
Filed 2026-10-09
Farther Finance Advisors, LLC
INCREASED
Shares10,242 from 9,659
Change+583 (+6%)
Value$893.0K (+$83.7K)
Filed 2026-10-08
Discipline Wealth Solutions, LLC
DECREASED
Shares9,520 from 9,664
Change-144 (-1%)
Value$830.0K (+$20.3K)
Filed 2026-10-14
Spire Wealth Management
DECREASED
Shares9,482 from 9,600
Change-118 (-1%)
Value$826.8K (+$22.4K)
Filed 2026-10-30
Shakespeare Wealth Management, LLC
DECREASED
Shares9,395 from 9,995
Change-600 (-6%)
Value$819.2K (-$18.3K)
Filed 2026-10-28
Robinswood Financial LLC
DECREASED
Shares9,352 from 10,232
Change-880 (-9%)
Value$799.5K (-$57.9K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares7,849 from 7,097
Change+752 (+11%)
Value$670.3K (+$68.0K)
Filed 2026-10-13
Addison Advisors LLC
DECREASED
Shares7,657 from 7,712
Change-55 (-1%)
Value$667.6K (+$21.4K)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares7,499 from 7,632
Change-133 (-2%)
Value$653.8K (+$14.4K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares7,250 from 6,653
Change+597 (+9%)
Value$632.2K (+$74.7K)
Filed 2026-11-05
Lester Murray Antman dba SimplyRich
UNCHANGED
Shares7,110 from 7,110
Change0 (0%)
Value$620.0K (+$25.0K)
Filed 2026-11-06
Sound Stewardship, LLC
DECREASED
Shares6,898 from 7,376
Change-478 (-6%)
Value$601.5K (-$16.6K)
Filed 2026-10-14
JFS Wealth Advisors, LLC
INCREASED
Shares6,521 from 6,397
Change+124 (+2%)
Value$568.5K (+$32.5K)
Filed 2026-11-03
BCS Wealth Management
UNCHANGED
Shares6,497 from 6,497
Change0 (0%)
Value$566.6K (+$22.1K)
Filed 2026-11-03
Tillman Hartley LLC
UNCHANGED
Shares6,458 from 6,458
Change0 (0%)
Value$563.1K (+$22.0K)
Filed 2026-11-06
Signature Estate & Investment Advisors LLC
DECREASED
Shares6,138 from 6,418
Change-280 (-4%)
Value$535.1K (-$2.6K)
Filed 2026-10-13
Viewpoint Capital Management LLC
INCREASED
Shares6,061 from 4,921
Change+1,140 (+23%)
Value$528.5K (+$116.1K)
Filed 2026-10-27
Mather Group, Llc.
UNCHANGED
Shares5,770 from 5,770
Change0 (0%)
Value$503.1K (+$19.6K)
Filed 2026-10-14
Williams & Novak Wealth Management, LLC
UNCHANGED
Shares5,353 from 5,353
Change0 (0%)
Value$466.7K (+$18.2K)
Filed 2026-10-09
Joel Isaacson & Co., LLC
UNCHANGED
Shares5,286 from 5,286
Change0 (0%)
Value$460.9K (+$18.0K)
Filed 2026-11-05
Hardin Capital Partners, LLC
UNCHANGED
Shares5,159 from 5,159
Change0 (0%)
Value$449.8K (+$17.4K)
Filed 2026-10-09
Ferguson Wellman Capital Management, Inc
DECREASED
Shares4,850 from 5,190
Change-340 (-7%)
Value$422.9K (-$12.0K)
Filed 2026-10-05
Novem Group
INCREASED
Shares4,617 from 2,799
Change+1,818 (+65%)
Value$402.5K (+$168.0K)
Filed 2026-10-19
Montis Financial, LLC
INCREASED
Shares4,414 from 4,360
Change+54 (+1%)
Value$384.8K (+$19.5K)
Filed 2026-11-04
Tandem Investment Partners LLC
DECREASED
Shares4,075 from 6,025
Change-1,950 (-32%)
Value$355.3K (-$149.5K)
Filed 2026-10-16
Modera Wealth Management, LLC
INCREASED
Shares3,893 from 3,601
Change+292 (+8%)
Value$339.5K (+$37.8K)
Filed 2026-10-28
McAdam, LLC
DECREASED
Shares3,885 from 3,894
Change-9 (0%)
Value$338.7K (+$12.5K)
Filed 2026-10-21
Quadrant Private Wealth Management, LLC
UNCHANGED
Shares3,727 from 3,727
Change0 (0%)
Value$325.0K (+$12.7K)
Filed 2026-11-04
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares3,433 from 3,433
Change0 (0%)
Value$299.3K (+$11.7K)
Filed 2026-10-19
Bannerman Wealth Management Group, LLC
INCREASED
Shares3,419 from 3,359
Change+60 (+2%)
Value$298.1K (+$16.7K)
Filed 2026-10-09
Vestia Personal Wealth Advisors
INCREASED
Shares3,390 from 3,374
Change+16 (+0%)
Value$295.6K (+$12.9K)
Filed 2026-10-20
IFP Advisors, Inc
DECREASED
Shares3,350 from 3,400
Change-50 (-1%)
Value$292.1K (+$7.2K)
Filed 2026-10-16
Alpha Omega Wealth Management LLC
DECREASED
Shares3,284 from 3,751
Change-467 (-12%)
Value$286.3K (-$28.0K)
Filed 2026-10-23
Howard Bailey Securities, LLC
DECREASED
Shares3,154 from 3,243
Change-89 (-3%)
Value$275.0K (+$3.3K)
Filed 2026-10-27
IAG Wealth Partners, LLC
UNCHANGED
Shares3,134 from 3,134
Change0 (0%)
Value$273.3K (+$10.7K)
Filed 2026-11-06
Insight Advisors, LLC/ PA
DECREASED
Shares3,113 from 3,207
Change-94 (-3%)
Value$271.4K (+$2.7K)
Filed 2026-10-22
Keybank National Association
UNCHANGED
Shares2,866 from 2,866
Change0 (0%)
Value$249.9K (+$9.7K)
Filed 2026-11-04
Telos Capital Management, Inc.
DECREASED
Shares2,830 from 2,915
Change-85 (-3%)
Value$246.7K (+$2.5K)
Filed 2026-11-02
Clearstead Advisors, LLC
DECREASED
Shares2,654 from 3,186
Change-532 (-17%)
Value$231.4K (-$35.5K)
Filed 2026-11-06
Clearwater Capital Advisors, LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$226.7K (+$8.8K)
Filed 2026-11-06
Cherry Tree Wealth Management, LLC
DECREASED
Shares2,589 from 2,742
Change-153 (-6%)
Value$225.7K (-$4.1K)
Filed 2026-10-15
Financial Harvest, LLC
DECREASED
Shares2,552 from 2,744
Change-192 (-7%)
Value$222.5K (-$7.4K)
Filed 2026-10-15
Beacon Financial Group
UNCHANGED
Shares2,547 from 2,547
Change0 (0%)
Value$222.1K (+$8.7K)
Filed 2026-10-19
TopTier Wealth Management, LLC
DECREASED
Shares2,311 from 2,410
Change-99 (-4%)
Value$201.5K (-$422)
Filed 2026-10-16
Blue Trust, Inc.
UNCHANGED
Shares2,061 from 2,061
Change0 (0%)
Value$179.7K (+$7.0K)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares2,023 from 2,023
Change0 (0%)
Value$176.4K (+$6.9K)
Filed 2026-10-27
Fairman Group, LLC
INCREASED
Shares1,864 from 1,851
Change+13 (+1%)
Value$162.5K (+$7.4K)
Filed 2026-10-26
Morton Brown Family Wealth, LLC
UNCHANGED
Shares1,820 from 1,820
Change0 (0%)
Value$158.7K (+$6.2K)
Filed 2026-10-23
Evolution Wealth Management Inc.
UNCHANGED
Shares1,806 from 1,806
Change0 (0%)
Value$157.5K (+$6.1K)
Filed 2026-10-28
Asset Dedication, LLC
INCREASED
Shares1,034 from 93
Change+941 (+1012%)
Value$90.2K (+$82.4K)
Filed 2026-11-03
Bell Investment Advisors, Inc
NEW
Shares990
Change+990
Value$86.3K
Filed 2026-10-29
First Horizon Corp
UNCHANGED
Shares891 from 891
Change0 (0%)
Value$77.7K (+$3.0K)
Filed 2026-10-26
Parallel Advisors, LLC
UNCHANGED
Shares748 from 748
Change0 (0%)
Value$65.2K (+$2.5K)
Filed 2026-11-03
Princeton Global Asset Management LLC
UNCHANGED
Shares636 from 636
Change0 (0%)
Value$55.5K (+$2.2K)
Filed 2026-10-21
Tounjian Advisory Partners, LLC
DECREASED
Shares553 from 560
Change-7 (-1%)
Value$48.2K (+$1.3K)
Filed 2026-11-04
Capital Advisors, Ltd. LLC
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$48 (+$2)
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$43.6K (+$1.7K)
Filed 2026-10-13
Gamma Investing LLC
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$40.1K (+$1.6K)
Filed 2026-10-08
3 Factor Indexing, LLC
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$39.1K (+$1.5K)
Filed 2026-10-15
Creative Financial Designs Inc
DECREASED
Shares444 from 462
Change-18 (-4%)
Value$38.7K (-$28)
Filed 2026-11-04
Key FInancial Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$34.9K (+$1.4K)
Filed 2026-11-02
US Bancorp \de\
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$26.2K (+$1.0K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares292
Change+292
Value$25.4K
Filed 2026-10-21
Triumph Capital Management
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$22.0K (+$857)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
DECREASED
Shares213 from 286
Change-73 (-26%)
Value$18.7K (-$5.3K)
Filed 2026-10-30
Lanark Financial, Inc.
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$17.7K (+$691)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$14.8K (+$578)
Filed 2026-10-21
Nfsg Corp
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$14.1K (+$551)
Filed 2026-10-15
Assetmark, Inc
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$9.2K (+$360)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.7K (+$340)
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares79 from 36
Change+43 (+119%)
Value$6.9K (+$3.9K)
Filed 2026-11-06
EPG Wealth Management LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$5.0K (+$194)
Filed 2026-11-03
Reap Financial Group, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$3.8K (+$149)
Filed 2026-11-02
Fortitude Family Office, LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$3.7K (+$146)
Filed 2026-10-14
Planning Strategies Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$610 (+$23)
Filed 2026-10-02
RFG Advisory, LLC
CLOSED
Shares0 from 6,486
Change-6,486 (-100%)
Value$0 (-$543.4K)
Filed 2026-11-03
World Equity Group, Inc.
CLOSED
Shares0 from 3,508
Change-3,508 (-100%)
Value$0 (-$294.9K)
Filed 2026-10-14
AdvisorNet Financial, Inc
CLOSED
Shares0 from 503
Change-503 (-100%)
Value$0 (-$42.2K)
Filed 2026-10-15
Tucker Asset Management LLC
CLOSED
Shares0 from 254
Change-254 (-100%)
Value$0 (-$21.3K)
Filed 2026-10-29
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 108
Change-108 (-100%)
Value$0 (-$9.1K)
Filed 2026-11-06
Sims Investment Management, LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-13
Raymond James Financial Inc
N/A
Shares— from 580,918
Change-580,918 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 255,726
Change-255,726 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 193,131
Change-193,131 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 154,465
Change-154,465 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 110,171
Change-110,171 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 99,967
Change-99,967 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 96,395
Change-96,395 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 84,330
Change-84,330 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 82,849
Change-82,849 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 61,071
Change-61,071 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 58,785
Change-58,785 (-100%)
Value—
UBS Group AG
N/A
Shares— from 53,386
Change-53,386 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 46,956
Change-46,956 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 38,398
Change-38,398 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 32,967
Change-32,967 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 31,838
Change-31,838 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 29,863
Change-29,863 (-100%)
Value—
Towle & Co
N/A
Shares— from 27,955
Change-27,955 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 27,929
Change-27,929 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 24,246
Change-24,246 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 22,875
Change-22,875 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 22,048
Change-22,048 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 19,435
Change-19,435 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 18,524
Change-18,524 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 17,263
Change-17,263 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 17,202
Change-17,202 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 17,183
Change-17,183 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 14,454
Change-14,454 (-100%)
Value—
Betterment LLC
N/A
Shares— from 14,395
Change-14,395 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 14,171
Change-14,171 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,446
Change-12,446 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 10,580
Change-10,580 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,094
Change-10,094 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 8,478
Change-8,478 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 8,417
Change-8,417 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 8,397
Change-8,397 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 7,666
Change-7,666 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 7,157
Change-7,157 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 5,617
Change-5,617 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,578
Change-5,578 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,448
Change-5,448 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 5,308
Change-5,308 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,301
Change-5,301 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 5,199
Change-5,199 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,191
Change-5,191 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,177
Change-5,177 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 5,119
Change-5,119 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 5,051
Change-5,051 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 4,686
Change-4,686 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 4,659
Change-4,659 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 4,582
Change-4,582 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 4,412
Change-4,412 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,111
Change-4,111 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,814
Change-3,814 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,690
Change-3,690 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 3,423
Change-3,423 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,251
Change-3,251 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,019
Change-3,019 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,788
Change-2,788 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 2,773
Change-2,773 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 2,514
Change-2,514 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 2,487
Change-2,487 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 2,457
Change-2,457 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 2,387
Change-2,387 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,849
Change-1,849 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,664
Change-1,664 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,196
Change-1,196 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 854
Change-854 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 835
Change-835 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 525
Change-525 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 495
Change-495 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 473
Change-473 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 284
Change-284 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 268
Change-268 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 204
Change-204 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 176
Change-176 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 175
Change-175 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 86
Change-86 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 14
Change-14 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 12
Change-12 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Savant Capital, LLC
DECREASED704,0301,475,277-771,247-52%$121.9M$61.4M-$60.5M2026-11-06
BIP Wealth, LLC
DECREASED241,985265,198-23,213-9%$22.2M$21.1M-$1.1M2026-10-22
Compound Planning, Inc.
INCREASED91,42290,795+627+1%$7.6M$8.0M+$363.4K2026-11-05
Neumann Capital Management, LLC
NEW71,651—+71,651——$6.2M—2026-10-15
Evanson Financial, LLC
DECREASED71,23481,712-10,478-13%$6.8M$6.2M-$635.7K2026-10-23
Csenge Advisory Group
DECREASED64,65166,399-1,748-3%$5.6M$5.6M+$73.3K2026-11-04
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED56,02256,877-855-1%$4.8M$4.9M+$118.9K2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED55,31256,451-1,139-2%$4.7M$4.8M+$92.6K2026-10-27
LPL Financial LLC
INCREASED53,66750,334+3,333+7%$4.2M$4.7M+$461.7K2026-11-06
Kestra Advisory Services, LLC
INCREASED53,65352,290+1,363+3%$4.4M$4.7M+$296.6K2026-11-02
Waterfront Wealth Inc.
INCREASED48,41047,517+893+2%$4.0M$4.2M+$127.6K2026-11-03
Grove Street Fiduciary, LLC
DECREASED40,87443,141-2,267-5%$3.6M$3.6M-$51.0K2026-10-13
Phillip James Consulting Co.
NEW38,911—+38,911——$3.4M—2026-11-03
Creative Planning
DECREASED38,16940,180-2,011-5%$3.4M$3.3M-$38.8K2026-11-02
Family Wealth Partners, LLC
DECREASED35,29335,382-890%$3.0M$3.1M+$112.5K2026-10-20
Wealth Architects, LLC
DECREASED31,89932,033-1340%$2.7M$2.8M+$97.2K2026-11-03
Great Point Wealth Advisors, LLC
DECREASED30,21267,323-37,111-55%$5.6M$2.6M-$3.0M2026-10-15
Impact Capital Partners LLC
INCREASED26,33125,622+709+3%$2.1M$2.3M+$148.9K2026-10-22
Marathon Strategic Advisors, LLC
INCREASED25,50425,385+119+0%$2.1M$2.2M+$96.7K2026-10-20
Atria Investments, Inc
DECREASED25,16325,245-820%$2.1M$2.2M+$78.7K2026-10-15
GHP Investment Advisors, Inc.
DECREASED23,16423,548-384-2%$2.0M$2.0M+$46.6K2026-10-15
Allworth Financial LP
INCREASED21,93521,499+436+2%$1.8M$1.8M+$36.5K2026-11-06
Ritholtz Wealth Management
DECREASED19,60220,136-534-3%$1.7M$1.7M+$21.9K2026-11-05
McLean Asset Management Corp
DECREASED18,33618,554-218-1%$1.6M$1.5M-$63.0K2026-11-06
HB Wealth Management, LLC
NEW17,413—+17,413——$1.5M—2026-10-23
Larson Financial Group LLC
DECREASED16,87917,616-737-4%$1.5M$1.5M-$4.4K2026-11-05
Sharper & Granite LLC
INCREASED15,84014,493+1,347+9%$1.2M$1.3M+$76.6K2026-11-02
Citigroup Inc
DECREASED15,76915,990-221-1%$1.3M$1.4M+$35.1K2026-11-04
Envision Financial LLC
INCREASED14,2686,568+7,700+117%$550.3K$769.8K+$219.5K2026-10-15
CoreCap Advisors, LLC
DECREASED13,18513,277-92-1%$1.1M$1.1M+$37.1K2026-10-08
Apella Capital, LLC
INCREASED12,6685,706+6,962+122%$483.8K$1.1M+$602.8K2026-10-08
Tortoise Investment Management, LLC
UNCHANGED11,95411,95400%$1.0M$1.0M+$40.6K2026-11-06
Commonwealth Equity Services, LLC
DECREASED11,14411,481-337-3%$962.0K$971.7K+$9.7K2026-11-02
Stonebridge Wealth Management, LLC
UNCHANGED10,64110,64100%$891.6K$927.8K+$36.2K2026-10-09
Farther Finance Advisors, LLC
INCREASED10,2429,659+583+6%$809.3K$893.0K+$83.7K2026-10-08
Discipline Wealth Solutions, LLC
DECREASED9,5209,664-144-1%$809.8K$830.0K+$20.3K2026-10-14
Spire Wealth Management
DECREASED9,4829,600-118-1%$804.4K$826.8K+$22.4K2026-10-30
Shakespeare Wealth Management, LLC
DECREASED9,3959,995-600-6%$837.5K$819.2K-$18.3K2026-10-28
Robinswood Financial LLC
DECREASED9,35210,232-880-9%$857.4K$799.5K-$57.9K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED7,8497,097+752+11%$602.2K$670.3K+$68.0K2026-10-13
Addison Advisors LLC
DECREASED7,6577,712-55-1%$646.2K$667.6K+$21.4K2026-11-06
Fifth Third Bancorp
DECREASED7,4997,632-133-2%$639.5K$653.8K+$14.4K2026-11-05
Bank of New York Mellon Corp
INCREASED7,2506,653+597+9%$557.5K$632.2K+$74.7K2026-11-05
Lester Murray Antman dba SimplyRich
UNCHANGED7,1107,11000%$595.0K$620.0K+$25.0K2026-11-06
Sound Stewardship, LLC
DECREASED6,8987,376-478-6%$618.0K$601.5K-$16.6K2026-10-14
JFS Wealth Advisors, LLC
INCREASED6,5216,397+124+2%$536.0K$568.5K+$32.5K2026-11-03
BCS Wealth Management
UNCHANGED6,4976,49700%$544.5K$566.6K+$22.1K2026-11-03
Tillman Hartley LLC
UNCHANGED6,4586,45800%$541.1K$563.1K+$22.0K2026-11-06
Signature Estate & Investment Advisors LLC
DECREASED6,1386,418-280-4%$537.7K$535.1K-$2.6K2026-10-13
Viewpoint Capital Management LLC
INCREASED6,0614,921+1,140+23%$412.3K$528.5K+$116.1K2026-10-27
Mather Group, Llc.
UNCHANGED5,7705,77000%$483.5K$503.1K+$19.6K2026-10-14
Williams & Novak Wealth Management, LLC
UNCHANGED5,3535,35300%$448.5K$466.7K+$18.2K2026-10-09
Joel Isaacson & Co., LLC
UNCHANGED5,2865,28600%$443.0K$460.9K+$18.0K2026-11-05
Hardin Capital Partners, LLC
UNCHANGED5,1595,15900%$432.4K$449.8K+$17.4K2026-10-09
Ferguson Wellman Capital Management, Inc
DECREASED4,8505,190-340-7%$434.9K$422.9K-$12.0K2026-10-05
Novem Group
INCREASED4,6172,799+1,818+65%$234.6K$402.5K+$168.0K2026-10-19
Montis Financial, LLC
INCREASED4,4144,360+54+1%$365.3K$384.8K+$19.5K2026-11-04
Tandem Investment Partners LLC
DECREASED4,0756,025-1,950-32%$504.8K$355.3K-$149.5K2026-10-16
Modera Wealth Management, LLC
INCREASED3,8933,601+292+8%$301.7K$339.5K+$37.8K2026-10-28
McAdam, LLC
DECREASED3,8853,894-90%$326.3K$338.7K+$12.5K2026-10-21
Quadrant Private Wealth Management, LLC
UNCHANGED3,7273,72700%$312.3K$325.0K+$12.7K2026-11-04
Laurel OAK Wealth Management, LLC
UNCHANGED3,4333,43300%$287.7K$299.3K+$11.7K2026-10-19
Bannerman Wealth Management Group, LLC
INCREASED3,4193,359+60+2%$281.5K$298.1K+$16.7K2026-10-09
Vestia Personal Wealth Advisors
INCREASED3,3903,374+16+0%$282.7K$295.6K+$12.9K2026-10-20
IFP Advisors, Inc
DECREASED3,3503,400-50-1%$284.9K$292.1K+$7.2K2026-10-16
Alpha Omega Wealth Management LLC
DECREASED3,2843,751-467-12%$314.3K$286.3K-$28.0K2026-10-23
Howard Bailey Securities, LLC
DECREASED3,1543,243-89-3%$271.7K$275.0K+$3.3K2026-10-27
IAG Wealth Partners, LLC
UNCHANGED3,1343,13400%$262.6K$273.3K+$10.7K2026-11-06
Insight Advisors, LLC/ PA
DECREASED3,1133,207-94-3%$268.7K$271.4K+$2.7K2026-10-22
Keybank National Association
UNCHANGED2,8662,86600%$240.1K$249.9K+$9.7K2026-11-04
Telos Capital Management, Inc.
DECREASED2,8302,915-85-3%$244.2K$246.7K+$2.5K2026-11-02
Clearstead Advisors, LLC
DECREASED2,6543,186-532-17%$266.9K$231.4K-$35.5K2026-11-06
Clearwater Capital Advisors, LLC
UNCHANGED2,6002,60000%$217.9K$226.7K+$8.8K2026-11-06
Cherry Tree Wealth Management, LLC
DECREASED2,5892,742-153-6%$229.8K$225.7K-$4.1K2026-10-15
Financial Harvest, LLC
DECREASED2,5522,744-192-7%$229.9K$222.5K-$7.4K2026-10-15
Beacon Financial Group
UNCHANGED2,5472,54700%$213.4K$222.1K+$8.7K2026-10-19
TopTier Wealth Management, LLC
DECREASED2,3112,410-99-4%$201.9K$201.5K-$4222026-10-16
Blue Trust, Inc.
UNCHANGED2,0612,06100%$172.7K$179.7K+$7.0K2026-10-15
Cassaday & Co Wealth Management LLC
UNCHANGED2,0232,02300%$169.5K$176.4K+$6.9K2026-10-27
Fairman Group, LLC
INCREASED1,8641,851+13+1%$155.1K$162.5K+$7.4K2026-10-26
Morton Brown Family Wealth, LLC
UNCHANGED1,8201,82000%$152.5K$158.7K+$6.2K2026-10-23
Evolution Wealth Management Inc.
UNCHANGED1,8061,80600%$151.3K$157.5K+$6.1K2026-10-28
Asset Dedication, LLC
INCREASED1,03493+941+1012%$7.8K$90.2K+$82.4K2026-11-03
Bell Investment Advisors, Inc
NEW990—+990——$86.3K—2026-10-29
First Horizon Corp
UNCHANGED89189100%$74.7K$77.7K+$3.0K2026-10-26
Parallel Advisors, LLC
UNCHANGED74874800%$62.7K$65.2K+$2.5K2026-11-03
Princeton Global Asset Management LLC
UNCHANGED63663600%$53.3K$55.5K+$2.2K2026-10-21
Tounjian Advisory Partners, LLC
DECREASED553560-7-1%$46.9K$48.2K+$1.3K2026-11-04
Capital Advisors, Ltd. LLC
UNCHANGED55255200%$46$48+$22026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED50050000%$41.9K$43.6K+$1.7K2026-10-13
Gamma Investing LLC
UNCHANGED46046000%$38.5K$40.1K+$1.6K2026-10-08
3 Factor Indexing, LLC
UNCHANGED44844800%$37.5K$39.1K+$1.5K2026-10-15
Creative Financial Designs Inc
DECREASED444462-18-4%$38.7K$38.7K-$282026-11-04
Key FInancial Inc
UNCHANGED40040000%$33.5K$34.9K+$1.4K2026-11-02
US Bancorp \de\
UNCHANGED30030000%$25.1K$26.2K+$1.0K2026-11-05
Root Financial Partners, LLC
NEW292—+292——$25.4K—2026-10-21
Triumph Capital Management
UNCHANGED25225200%$21.1K$22.0K+$8572026-10-14
Capital Investment Advisory Services, LLC
DECREASED213286-73-26%$24.0K$18.7K-$5.3K2026-10-30
Lanark Financial, Inc.
UNCHANGED20320300%$17.0K$17.7K+$6912026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED17017000%$14.2K$14.8K+$5782026-10-21
Nfsg Corp
UNCHANGED16216200%$13.6K$14.1K+$5512026-10-15
Assetmark, Inc
UNCHANGED10610600%$8.9K$9.2K+$3602026-10-21
Ashton Thomas Private Wealth, LLC
UNCHANGED10010000%$8.4K$8.7K+$3402026-11-03
Russell Investments Group, Ltd.
INCREASED7936+43+119%$3.0K$6.9K+$3.9K2026-11-06
EPG Wealth Management LLC
UNCHANGED575700%$4.8K$5.0K+$1942026-11-03
Reap Financial Group, LLC
UNCHANGED444400%$3.7K$3.8K+$1492026-11-02
Fortitude Family Office, LLC
UNCHANGED434300%$3.6K$3.7K+$1462026-10-14
Planning Strategies Inc.
UNCHANGED7700%$587$610+$232026-10-02
RFG Advisory, LLC
CLOSED06,486-6,486-100%$543.4K$0-$543.4K2026-11-03
World Equity Group, Inc.
CLOSED03,508-3,508-100%$294.9K$0-$294.9K2026-10-14
AdvisorNet Financial, Inc
CLOSED0503-503-100%$42.2K$0-$42.2K2026-10-15
Tucker Asset Management LLC
CLOSED0254-254-100%$21.3K$0-$21.3K2026-10-29
Institute for Wealth Management, Llc.
CLOSED0108-108-100%$9.1K$0-$9.1K2026-11-06
Sims Investment Management, LLC
CLOSED035-35-100%$2.9K$0-$2.9K2026-10-13
Raymond James Financial Inc
N/A—580,918-580,918-100%$48.7M———
Bank of America Corp
N/A—255,726-255,726-100%$21.4M———
LRI Investments, LLC
N/A—193,131-193,131-100%$16.2M———
Morgan Stanley
N/A—154,465-154,465-100%$12.9M———
HighTower Advisors, LLC
N/A—110,171-110,171-100%$9.2M———
Osaic Holdings, Inc.
N/A—99,967-99,967-100%$8.4M———
MAI Capital Management
N/A—96,395-96,395-100%$8.1M———
Flow Traders U.S. LLC
N/A—84,330-84,330-100%$7.1M———
Wells Fargo & Company
N/A—82,849-82,849-100%$6.9M———
Wescap Management Group, Inc.
N/A—61,071-61,071-100%$5.1M———
Bank of Montreal
N/A—58,785-58,785-100%$4.9M———
UBS Group AG
N/A—53,386-53,386-100%$4.5M———
Checchi Capital Advisers, LLC
N/A—46,956-46,956-100%$3.9M———
Royal Bank of Canada
N/A—38,398-38,398-100%$3.2M———
Janney Montgomery Scott LLC
N/A—32,967-32,967-100%$2.8M———
Harbour Investments, Inc.
N/A—31,838-31,838-100%$2.7M———
Rockefeller Capital Management L.P.
N/A—29,863-29,863-100%$2.5M———
Towle & Co
N/A—27,955-27,955-100%$2.3M———
Smith, Moore & Co.
N/A—27,929-27,929-100%$2.3M———
Mariner, LLC
N/A—24,246-24,246-100%$2.0M———
Envestnet Asset Management Inc
N/A—22,875-22,875-100%$1.9M———
Jones Financial Companies Lllp
N/A—22,048-22,048-100%$1.8M———
Cetera Investment Advisers
N/A—19,435-19,435-100%$1.6M———
Focus Partners Advisor Solutions, LLC
N/A—18,524-18,524-100%$1.6M———
Wealth Care LLC
N/A—17,263-17,263-100%$1.4M———
Waverly Advisors, LLC
N/A—17,202-17,202-100%$1.4M———
Northwestern Mutual Wealth Management Co
N/A—17,183-17,183-100%$1.4M———
Beaird Harris Wealth Management, LLC
N/A—14,454-14,454-100%$1.2M———
Betterment LLC
N/A—14,395-14,395-100%$1.2M———
Capital Analysts, LLC
N/A—14,171-14,171-100%$1.2M———
Equitable Holdings, Inc.
N/A—12,446-12,446-100%$1.0M———
Bruce G. Allen Investments, LLC
N/A—10,580-10,580-100%$886.5K———
Citadel Advisors LLC
N/A—10,094-10,094-100%$845.8K———
Windward Private Wealth Management Inc.
N/A—8,478-8,478-100%$710.4K———
Longview Financial Advisors LLC
N/A—8,417-8,417-100%$705.3K———
Baird Financial Group, Inc.
N/A—8,397-8,397-100%$703.6K———
Sequoia Financial Advisors, LLC
N/A—7,666-7,666-100%$642.3K———
Stifel Financial Corp
N/A—7,157-7,157-100%$599.7K———
Cerity Partners LLC
N/A—5,617-5,617-100%$470.6K———
IHT Wealth Management, LLC
N/A—5,578-5,578-100%$467.3K———
Mercer Global Advisors Inc
N/A—5,448-5,448-100%$456.5K———
Freedom Investment Management, Inc.
N/A—5,308-5,308-100%$444.8K———
FMR LLC
N/A—5,301-5,301-100%$444.2K———
Jane Street Group, LLC
N/A—5,199-5,199-100%$435.6K———
AQR Capital Management LLC
N/A—5,191-5,191-100%$434.9K———
Advisory Services Network, LLC
N/A—5,177-5,177-100%$433.8K———
Sanctuary Advisors, LLC
N/A—5,119-5,119-100%$428.9K———
Cahill Financial Advisors Inc
N/A—5,051-5,051-100%$423.2K———
Camelot Portfolios, LLC
N/A—4,686-4,686-100%$392.7K———
Wealthspire Advisors, LLC
N/A—4,659-4,659-100%$390.4K———
Private Advisor Group, LLC
N/A—4,582-4,582-100%$383.9K———
Tradition Wealth Management, LLC
N/A—4,412-4,412-100%$369.7K———
JPMorgan Chase & Co
N/A—4,111-4,111-100%$344.4K———
Ameriprise Financial Inc
N/A—3,814-3,814-100%$319.6K———
NewEdge Advisors, LLC
N/A—3,690-3,690-100%$309.2K———
One Capital Management, LLC
N/A—3,423-3,423-100%$279.0K———
Global Retirement Partners, LLC
N/A—3,300-3,300-100%$276.5K———
Blair William & Co
N/A—3,251-3,251-100%$272.4K———
Invesco Ltd.
N/A—3,175-3,175-100%$266.0K———
Susquehanna International Group, LLP
N/A—3,019-3,019-100%$253.0K———
Independent Advisor Alliance
N/A—3,000-3,000-100%$251.4K———
Berger Financial Group, Inc
N/A—2,788-2,788-100%$233.6K———
Coldstream Capital Management Inc
N/A—2,773-2,773-100%$232.4K———
Frazier Financial Advisors, LLC
N/A—2,514-2,514-100%$210.6K———
Zhang Financial LLC
N/A—2,487-2,487-100%$208.4K———
Great Valley Advisor Group, Inc.
N/A—2,457-2,457-100%$206.1K———
Scotia Capital Inc.
N/A—2,387-2,387-100%$200.0K———
AE Wealth Management LLC
N/A—1,849-1,849-100%$154.9K———
O'shaughnessy Asset Management, LLC
N/A—1,789-1,789-100%$149.9K———
Arax Advisory Partners
N/A—1,702-1,702-100%$142.6K———
Front Row Advisors LLC
N/A—1,664-1,664-100%$146.3K———
BlackRock, Inc.
N/A—1,533-1,533-100%$128.5K———
Hollencrest Capital Management
N/A—1,449-1,449-100%$121.4K———
Fiduciary Financial Advisors
N/A—1,425-1,425-100%$119.4K———
Aptus Capital Advisors, LLC
N/A—1,199-1,199-100%$100.5K———
UBS Asset Management Americas LLC
N/A—1,196-1,196-100%$100.2K———
Tacita Capital Inc
N/A—1,105-1,105-100%$92.6K———
BFC Planning, Inc.
N/A—1,082-1,082-100%$90.7K———
Vanguard National Trust Co
N/A—854-854-100%$71.6K———
Medallion Wealth Advisors, LLC
N/A—835-835-100%$70.0K———
Operose Advisors LLC
N/A—662-662-100%$55.5K———
Colonial Trust Co / SC
N/A—525-525-100%$44.0K———
Atlantic Union Bankshares Corp
N/A—495-495-100%$41.5K———
Ameritas Advisory Services, LLC
N/A—473-473-100%$39.6K———
Osbon Capital Management LLC
N/A—284-284-100%$23.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—268-268-100%$22.4K———
Crewe Advisors LLC
N/A—245-245-100%$20.5K———
Qube Research & Technologies Ltd
N/A—204-204-100%$17.1K———
IFG Advisory, LLC
N/A—200-200-100%$16.8K———
Vanguard Advisers Inc
N/A—176-176-100%$14.7K———
National Bank of Canada
N/A—175-175-100%$14.6K———
Steward Partners Investment Advisory, LLC
N/A—120-120-100%$10.1K———
Founders Financial Alliance, LLC
N/A—86-86-100%$7.2K———
Pinney & Scofield, Inc.
N/A—86-86-100%$7.2K———
Howe & Rusling Inc
N/A—14-14-100%$1.2K———
SHP Wealth Management
N/A—12-12-100%$1.0K———
Smartleaf Asset Management LLC
N/A—5-5-100%$436———
Showing 211 of 211 institutions