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Wisdmtree GB Ex-US QL Gr-Usd (DNL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares472,777 from 483,790
Change-11,013 (-2%)
Value$21.1M (-$1.2M)
Filed 2026-11-06
Key FInancial Inc
DECREASED
Shares444,492 from 452,268
Change-7,776 (-2%)
Value$19.8M (-$1.0M)
Filed 2026-11-02
BIP Wealth, LLC
DECREASED
Shares248,589 from 258,717
Change-10,128 (-4%)
Value$11.1M (-$848.2K)
Filed 2026-10-22
ShoreHaven Wealth Partners, LLC
INCREASED
Shares185,685 from 176,021
Change+9,664 (+5%)
Value$8.3M (+$162.1K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares164,274 from 172,379
Change-8,105 (-5%)
Value$7.3M (-$625.7K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares104,747 from 93,394
Change+11,353 (+12%)
Value$4.7M (+$364.0K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares57,635 from 56,875
Change+760 (+1%)
Value$2.6K (-$2.6M)
Filed 2026-11-02
Well Done, LLC
DECREASED
Shares47,624 from 47,681
Change-57 (0%)
Value$2.1M (-$75.5K)
Filed 2026-10-20
Michels Family Financial, LLC
INCREASED
Shares47,015 from 46,264
Change+751 (+2%)
Value$2.1M (-$37.3K)
Filed 2026-11-02
Breakwater Capital Group
INCREASED
Shares46,993 from 46,237
Change+756 (+2%)
Value$2.1M (-$37.0K)
Filed 2026-10-09
Sentinel Pension Advisors, LLC
DECREASED
Shares29,235 from 29,356
Change-121 (0%)
Value$1.3M (-$8.3K)
Filed 2026-11-02
Drive Wealth Management, LLC
DECREASED
Shares18,690 from 19,520
Change-830 (-4%)
Value$834.5K (-$67.0K)
Filed 2026-11-09
Creative Planning
DECREASED
Shares18,341 from 18,894
Change-553 (-3%)
Value$818.9K (-$53.6K)
Filed 2026-11-02
Sowa Financial Group, Inc.
INCREASED
Shares17,620 from 17,617
Change+3 (+0%)
Value$787 (-$813.2K)
Filed 2026-10-26
Argent Trust Co
UNCHANGED
Shares16,560 from 16,560
Change0 (0%)
Value$739.4K (-$25.3K)
Filed 2026-11-09
B. Riley Wealth Advisors, Inc.
NEW
Shares14,881
Change+14,881
Value$664.4K
Filed 2026-10-13
Manske Wealth Management
DECREASED
Shares13,891 from 14,662
Change-771 (-5%)
Value$620.2K (-$56.9K)
Filed 2026-10-26
Howard Wealth Management, LLC
DECREASED
Shares13,273 from 13,874
Change-601 (-4%)
Value$592.6K (-$48.1K)
Filed 2026-10-28
US Bancorp \de\
UNCHANGED
Shares12,020 from 12,020
Change0 (0%)
Value$536.7K (-$18.4K)
Filed 2026-11-05
Onyx Bridge Wealth Group LLC
DECREASED
Shares11,661 from 12,152
Change-491 (-4%)
Value$520.7K (-$40.5K)
Filed 2026-10-16
United Advisor Group, LLC
DECREASED
Shares11,403 from 11,478
Change-75 (-1%)
Value$509.1K (-$20.9K)
Filed 2026-11-03
Raab & Moskowitz Asset Management LLC
INCREASED
Shares11,300 from 10,550
Change+750 (+7%)
Value$504.5K (+$17.3K)
Filed 2026-11-02
Cherrydale Wealth Management, LLC
INCREASED
Shares10,441 from 10,420
Change+21 (+0%)
Value$466.2K (-$15.0K)
Filed 2026-10-20
Collaborative Wealth Managment Inc.
DECREASED
Shares10,204 from 49,192
Change-38,988 (-79%)
Value$455.6K (-$1.8M)
Filed 2026-11-06
WealthPlan Investment Management, LLC
DECREASED
Shares7,812 from 14,521
Change-6,709 (-46%)
Value$348.8K (-$321.8K)
Filed 2026-10-15
Boyer Financial Services, Inc.
UNCHANGED
Shares7,600 from 7,600
Change0 (0%)
Value$339.3K (-$7.4K)
Filed 2026-10-23
Tucker Asset Management LLC
INCREASED
Shares6,642 from 6,489
Change+153 (+2%)
Value$296.6K (-$3.1K)
Filed 2026-10-29
Level Four Advisory Services, LLC
INCREASED
Shares6,588 from 6,175
Change+413 (+7%)
Value$294.2K (+$9.0K)
Filed 2026-11-06
Integrity Alliance, Llc.
DECREASED
Shares6,280 from 10,368
Change-4,088 (-39%)
Value$280.4K (-$198.4K)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
DECREASED
Shares5,867 from 6,615
Change-748 (-11%)
Value$261.9K (-$43.5K)
Filed 2026-11-05
Lido Advisors, LLC
UNCHANGED
Shares5,756 from 5,756
Change0 (0%)
Value$257.0K (-$8.8K)
Filed 2026-11-04
VestGen Advisors, LLC
DECREASED
Shares5,602 from 5,658
Change-56 (-1%)
Value$250.1K (-$11.2K)
Filed 2026-10-27
StoneX Group Inc.
NEW
Shares5,209
Change+5,209
Value$237.9K
Filed 2026-11-03
Verus Capital Partners, LLC
UNCHANGED
Shares5,180 from 5,180
Change0 (0%)
Value$231.3K (-$7.9K)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares5,088 from 5,125
Change-37 (-1%)
Value$227.2K (-$9.5K)
Filed 2026-11-05
Summit Investment Advisory Services, LLC
INCREASED
Shares4,756 from 4,731
Change+25 (+1%)
Value$212.4K (-$6.1K)
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares3,383 from 3,383
Change0 (0%)
Value$156.3K ($0)
Filed 2026-11-06
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares2,229 from 2,185
Change+44 (+2%)
Value$99.6K (-$1.4K)
Filed 2026-10-16
IFG Advisory, LLC
DECREASED
Shares1,723 from 2,583
Change-860 (-33%)
Value$76.9K (-$42.4K)
Filed 2026-11-09
First Community Trust NA
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$67.0K (-$2.3K)
Filed 2026-10-07
Private Trust Co NA
UNCHANGED
Shares1,182 from 1,182
Change0 (0%)
Value$52.8K (-$1.8K)
Filed 2026-10-20
Larson Financial Group LLC
DECREASED
Shares675 from 759
Change-84 (-11%)
Value$30.1K (-$4.9K)
Filed 2026-11-05
CX Institutional
UNCHANGED
Shares569 from 569
Change0 (0%)
Value$25 (-$1)
Filed 2026-10-02
CoreCap Advisors, LLC
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$13.6K (-$466)
Filed 2026-10-08
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$13 ($0)
Filed 2026-11-02
Geneos Wealth Management Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$11.2K (-$382)
Filed 2026-11-09
Rossby Financial, LCC
NEW
Shares202
Change+202
Value$9.0K
Filed 2026-11-05
Gamma Investing LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$5.6K (-$192)
Filed 2026-10-08
Creative Financial Designs Inc
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$5.0K (-$171)
Filed 2026-11-04
Harbour Investments, Inc.
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$2.6K (-$91)
Filed 2026-11-09
Capital Investment Advisory Services, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$940 (-$31)
Filed 2026-10-30
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,590
Change-1,590 (-100%)
Value$0 (-$73.4K)
Filed 2026-10-15
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 380
Change-380 (-100%)
Value$0 (-$17.5K)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$13.7K)
Filed 2026-11-02
Signaturefd, LLC
CLOSED
Shares0 from 215
Change-215 (-100%)
Value$0 (-$9.9K)
Filed 2026-10-23
Simplex Trading, LLC
CLOSED
Shares0 from 81
Change-81 (-100%)
Value$0 (-$3.7K)
Filed 2026-11-04
Morgan Stanley
N/A
Shares— from 1,265,014
Change-1,265,014 (-100%)
Value—
UBS Group AG
N/A
Shares— from 696,129
Change-696,129 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 541,897
Change-541,897 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 494,824
Change-494,824 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 430,459
Change-430,459 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 415,717
Change-415,717 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 228,542
Change-228,542 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 220,712
Change-220,712 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 206,435
Change-206,435 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 155,092
Change-155,092 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 77,551
Change-77,551 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 76,836
Change-76,836 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 51,756
Change-51,756 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 47,586
Change-47,586 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 40,899
Change-40,899 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 39,320
Change-39,320 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 37,473
Change-37,473 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 33,402
Change-33,402 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 27,467
Change-27,467 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 27,028
Change-27,028 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 24,443
Change-24,443 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 24,083
Change-24,083 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 18,851
Change-18,851 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 15,400
Change-15,400 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 15,060
Change-15,060 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 14,180
Change-14,180 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 13,702
Change-13,702 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 11,653
Change-11,653 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 10,441
Change-10,441 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 9,999
Change-9,999 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,527
Change-9,527 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 8,612
Change-8,612 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,239
Change-8,239 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,458
Change-7,458 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 7,427
Change-7,427 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 7,178
Change-7,178 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 5,985
Change-5,985 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 5,790
Change-5,790 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,963
Change-4,963 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 4,377
Change-4,377 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,290
Change-4,290 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,153
Change-3,153 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Status
LPL Financial LLC
DECREASED472,777483,790-11,013-2%$22.3M$21.1M-$1.2M2026-11-06
Key FInancial Inc
DECREASED444,492452,268-7,776-2%$20.9M$19.8M-$1.0M2026-11-02
BIP Wealth, LLC
DECREASED248,589258,717-10,128-4%$11.9M$11.1M-$848.2K2026-10-22
ShoreHaven Wealth Partners, LLC
INCREASED185,685176,021+9,664+5%$8.1M$8.3M+$162.1K2026-10-16
Commonwealth Equity Services, LLC
DECREASED164,274172,379-8,105-5%$8.0M$7.3M-$625.7K2026-11-02
Kestra Advisory Services, LLC
INCREASED104,74793,394+11,353+12%$4.3M$4.7M+$364.0K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED57,63556,875+760+1%$2.6M$2.6K-$2.6M2026-11-02
Well Done, LLC
DECREASED47,62447,681-570%$2.2M$2.1M-$75.5K2026-10-20
Michels Family Financial, LLC
INCREASED47,01546,264+751+2%$2.1M$2.1M-$37.3K2026-11-02
Breakwater Capital Group
INCREASED46,99346,237+756+2%$2.1M$2.1M-$37.0K2026-10-09
Sentinel Pension Advisors, LLC
DECREASED29,23529,356-1210%$1.3M$1.3M-$8.3K2026-11-02
Drive Wealth Management, LLC
DECREASED18,69019,520-830-4%$901.4K$834.5K-$67.0K2026-11-09
Creative Planning
DECREASED18,34118,894-553-3%$872.5K$818.9K-$53.6K2026-11-02
Sowa Financial Group, Inc.
INCREASED17,62017,617+3+0%$814.0K$787-$813.2K2026-10-26
Argent Trust Co
UNCHANGED16,56016,56000%$764.7K$739.4K-$25.3K2026-11-09
B. Riley Wealth Advisors, Inc.
NEW14,881—+14,881——$664.4K—2026-10-13
Manske Wealth Management
DECREASED13,89114,662-771-5%$677.1K$620.2K-$56.9K2026-10-26
Howard Wealth Management, LLC
DECREASED13,27313,874-601-4%$640.7K$592.6K-$48.1K2026-10-28
US Bancorp \de\
UNCHANGED12,02012,02000%$555.1K$536.7K-$18.4K2026-11-05
Onyx Bridge Wealth Group LLC
DECREASED11,66112,152-491-4%$561.2K$520.7K-$40.5K2026-10-16
United Advisor Group, LLC
DECREASED11,40311,478-75-1%$530.1K$509.1K-$20.9K2026-11-03
Raab & Moskowitz Asset Management LLC
INCREASED11,30010,550+750+7%$487.2K$504.5K+$17.3K2026-11-02
Cherrydale Wealth Management, LLC
INCREASED10,44110,420+21+0%$481.2K$466.2K-$15.0K2026-10-20
Collaborative Wealth Managment Inc.
DECREASED10,20449,192-38,988-79%$2.3M$455.6K-$1.8M2026-11-06
WealthPlan Investment Management, LLC
DECREASED7,81214,521-6,709-46%$670.6K$348.8K-$321.8K2026-10-15
Boyer Financial Services, Inc.
UNCHANGED7,6007,60000%$346.7K$339.3K-$7.4K2026-10-23
Tucker Asset Management LLC
INCREASED6,6426,489+153+2%$299.7K$296.6K-$3.1K2026-10-29
Level Four Advisory Services, LLC
INCREASED6,5886,175+413+7%$285.2K$294.2K+$9.0K2026-11-06
Integrity Alliance, Llc.
DECREASED6,28010,368-4,088-39%$478.8K$280.4K-$198.4K2026-10-29
J.W. Cole Advisors, Inc.
DECREASED5,8676,615-748-11%$305.5K$261.9K-$43.5K2026-11-05
Lido Advisors, LLC
UNCHANGED5,7565,75600%$265.8K$257.0K-$8.8K2026-11-04
VestGen Advisors, LLC
DECREASED5,6025,658-56-1%$261.3K$250.1K-$11.2K2026-10-27
StoneX Group Inc.
NEW5,209—+5,209——$237.9K—2026-11-03
Verus Capital Partners, LLC
UNCHANGED5,1805,18000%$239.2K$231.3K-$7.9K2026-11-03
Fifth Third Bancorp
DECREASED5,0885,125-37-1%$236.7K$227.2K-$9.5K2026-11-05
Summit Investment Advisory Services, LLC
INCREASED4,7564,731+25+1%$218.5K$212.4K-$6.1K2026-11-03
Allworth Financial LP
UNCHANGED3,3833,38300%$156.3K$156.3K$02026-11-06
Pension & Wealth Management Advisors, Inc.
INCREASED2,2292,185+44+2%$100.9K$99.6K-$1.4K2026-10-16
IFG Advisory, LLC
DECREASED1,7232,583-860-33%$119.3K$76.9K-$42.4K2026-11-09
First Community Trust NA
UNCHANGED1,5001,50000%$69.3K$67.0K-$2.3K2026-10-07
Private Trust Co NA
UNCHANGED1,1821,18200%$54.6K$52.8K-$1.8K2026-10-20
Larson Financial Group LLC
DECREASED675759-84-11%$35.1K$30.1K-$4.9K2026-11-05
CX Institutional
UNCHANGED56956900%$26$25-$12026-10-02
CoreCap Advisors, LLC
UNCHANGED30430400%$14.0K$13.6K-$4662026-10-08
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED29029000%$13$13$02026-11-02
Geneos Wealth Management Inc.
UNCHANGED25025000%$11.5K$11.2K-$3822026-11-09
Rossby Financial, LCC
NEW202—+202——$9.0K—2026-11-05
Gamma Investing LLC
UNCHANGED12512500%$5.8K$5.6K-$1922026-10-08
Creative Financial Designs Inc
UNCHANGED11211200%$5.2K$5.0K-$1712026-11-04
Harbour Investments, Inc.
UNCHANGED595900%$2.7K$2.6K-$912026-11-09
Capital Investment Advisory Services, LLC
UNCHANGED212100%$971$940-$312026-10-30
AdvisorNet Financial, Inc
CLOSED01,590-1,590-100%$73.4K$0-$73.4K2026-10-15
Institute for Wealth Management, Llc.
CLOSED0380-380-100%$17.5K$0-$17.5K2026-11-06
International Assets Investment Management, LLC
CLOSED0300-300-100%$13.7K$0-$13.7K2026-11-02
Signaturefd, LLC
CLOSED0215-215-100%$9.9K$0-$9.9K2026-10-23
Simplex Trading, LLC
CLOSED081-81-100%$3.7K$0-$3.7K2026-11-04
Morgan Stanley
N/A—1,265,014-1,265,014-100%$58.4M———
UBS Group AG
N/A—696,129-696,129-100%$32.1M———
Private Advisor Group, LLC
N/A—541,897-541,897-100%$25.0M———
Ameriprise Financial Inc
N/A—494,824-494,824-100%$22.9M———
Royal Bank of Canada
N/A—430,459-430,459-100%$19.9M———
Bank of America Corp
N/A—415,717-415,717-100%$19.2M———
Captrust Financial Advisors
N/A—228,542-228,542-100%$10.6M———
Wells Fargo & Company
N/A—220,712-220,712-100%$10.2M———
JPMorgan Chase & Co
N/A—206,435-206,435-100%$9.4M———
Northwestern Mutual Wealth Management Co
N/A—155,092-155,092-100%$7.2M———
Cetera Investment Advisers
N/A—77,551-77,551-100%$3.6M———
IEQ Capital, LLC
N/A—76,836-76,836-100%$3.5M———
Wealth Watch Advisors, Inc
N/A—51,756-51,756-100%$2.4M———
NewEdge Wealth, LLC
N/A—47,586-47,586-100%$2.2M———
HighTower Advisors, LLC
N/A—40,899-40,899-100%$1.9M———
Raymond James Financial Inc
N/A—39,320-39,320-100%$1.8M———
Rockefeller Capital Management L.P.
N/A—37,473-37,473-100%$1.7M———
Stratos Wealth Partners, Ltd.
N/A—33,402-33,402-100%$1.5M———
Element Wealth, LLC
N/A—27,467-27,467-100%$1.3M———
Susquehanna International Group, LLP
N/A—27,028-27,028-100%$1.2M———
Jane Street Group, LLC
N/A—24,443-24,443-100%$1.1M———
5T Wealth, LLC
N/A—24,083-24,083-100%$1.1M———
Stifel Financial Corp
N/A—18,851-18,851-100%$870.5K———
Envestnet Asset Management Inc
N/A—15,400-15,400-100%$711.2K———
Arax Advisory Partners
N/A—15,060-15,060-100%$695.5K———
AQR Capital Management LLC
N/A—14,180-14,180-100%$654.8K———
Ameritas Advisory Services, LLC
N/A—13,702-13,702-100%$632.8K———
Mercer Global Advisors Inc
N/A—11,653-11,653-100%$538.1K———
Integrity Financial Corp
N/A—10,441-10,441-100%$482.2K———
TD Capital Management LLC
N/A—9,999-9,999-100%$461.8K———
Osaic Holdings, Inc.
N/A—9,527-9,527-100%$440.0K———
Principal Securities, Inc.
N/A—8,612-8,612-100%$397.7K———
Jones Financial Companies Lllp
N/A—8,239-8,239-100%$372.7K———
First Trust Advisors LP
N/A—7,600-7,600-100%$351.0K———
FMR LLC
N/A—7,458-7,458-100%$344.4K———
Baird Financial Group, Inc.
N/A—7,427-7,427-100%$343.0K———
Flow Traders U.S. LLC
N/A—7,178-7,178-100%$331.0K———
SageView Advisory Group, LLC
N/A—5,985-5,985-100%$276.4K———
OneAscent Financial Services LLC
N/A—5,790-5,790-100%$267.4K———
Integrated Wealth Concepts LLC
N/A—4,963-4,963-100%$229.2K———
Colonial Trust Co / SC
N/A—4,900-4,900-100%$224.1K———
Capital Group Private Client Services, Inc.
N/A—4,377-4,377-100%$202.1K———
Steward Partners Investment Advisory, LLC
N/A—4,290-4,290-100%$198.1K———
UBS Asset Management Americas LLC
N/A—3,153-3,153-100%$145.6K———
Whittier Trust Co of Nevada Inc
N/A—1,304-1,304-100%$59.5K———
AE Wealth Management LLC
N/A—510-510-100%$23.6K———
Front Row Advisors LLC
N/A—440-440-100%$20.7K———
Medallion Wealth Advisors, LLC
N/A—132-132-100%$6.1K———
O'shaughnessy Asset Management, LLC
N/A—27-27-100%$1.2K———
Showing 105 of 105 institutions