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Wisdomtree DY Inter EQ Fd-US (DDWM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares4,126,878 from 3,980,772
Change+146,106 (+4%)
Value$188.3M (+$4.5M)
Filed 2026-11-06
Park National Corp
INCREASED
Shares3,854,645 from 3,761,775
Change+92,870 (+2%)
Value$175.9M (+$2.2M)
Filed 2026-10-05
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares1,474,086 from 1,433,747
Change+40,339 (+3%)
Value$67.3M (+$1.1M)
Filed 2026-10-13
Capital Asset Advisory Services LLC
INCREASED
Shares1,338,861 from 1,255,404
Change+83,457 (+7%)
Value$61.1M (+$3.1M)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares461,875 from 335,602
Change+126,273 (+38%)
Value$21.1K (-$15.5M)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares441,598 from 438,912
Change+2,686 (+1%)
Value$20.2M (-$118.9K)
Filed 2026-11-04
Choice Wealth Advisors LLC
INCREASED
Shares368,427 from 356,619
Change+11,808 (+3%)
Value$16.8M (+$342.6K)
Filed 2026-10-16
Atria Investments, Inc
DECREASED
Shares322,742 from 326,330
Change-3,588 (-1%)
Value$14.7M (-$343.2K)
Filed 2026-10-15
Impact Capital Partners LLC
INCREASED
Shares245,233 from 242,152
Change+3,081 (+1%)
Value$11.2M (+$7.4K)
Filed 2026-10-22
Burns Matteson Capital Management, LLC
INCREASED
Shares192,542 from 190,915
Change+1,627 (+1%)
Value$8.8M (-$30.7K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares177,739 from 158,604
Change+19,135 (+12%)
Value$8.1M (+$785.9K)
Filed 2026-11-02
Simplicity Wealth,LLC
INCREASED
Shares125,473 from 105,357
Change+20,116 (+19%)
Value$5.7M (+$859.9K)
Filed 2026-10-23
Trilogy Capital Inc.
INCREASED
Shares115,839 from 100,250
Change+15,589 (+16%)
Value$5.3M (+$656.2K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares102,638 from 98,800
Change+3,838 (+4%)
Value$4.7M (+$120.8K)
Filed 2026-11-02
Lanark Financial, Inc.
INCREASED
Shares98,405 from 97,440
Change+965 (+1%)
Value$4.5M (-$9.6K)
Filed 2026-10-26
Vericrest Private Wealth
INCREASED
Shares93,351 from 89,313
Change+4,038 (+5%)
Value$4.3M (+$135.2K)
Filed 2026-10-21
Occidental Asset Management, LLC
INCREASED
Shares86,450 from 86,100
Change+350 (+0%)
Value$3.9M (-$31.4K)
Filed 2026-11-05
VestGen Advisors, LLC
DECREASED
Shares82,950 from 89,341
Change-6,391 (-7%)
Value$3.8M (-$340.8K)
Filed 2026-10-27
Columbia Advisory Partners LLC
DECREASED
Shares81,853 from 84,667
Change-2,814 (-3%)
Value$3.7M (-$175.0K)
Filed 2026-10-15
D.A. Davidson & Co.
INCREASED
Shares80,911 from 78,641
Change+2,270 (+3%)
Value$3.7M (+$60.3K)
Filed 2026-10-28
Signal Advisors Wealth, LLC
INCREASED
Shares53,416 from 35,968
Change+17,448 (+49%)
Value$2.4M (+$776.3K)
Filed 2026-10-13
Moody National Bank Trust Division
UNCHANGED
Shares46,177 from 46,177
Change0 (0%)
Value$2.1M (-$25.4K)
Filed 2026-10-06
Tcfg Investment Advisors, LLC
INCREASED
Shares35,521 from 32,870
Change+2,651 (+8%)
Value$1.6M (+$68.4K)
Filed 2026-10-20
HF Advisory Group, LLC
INCREASED
Shares30,910 from 29,470
Change+1,440 (+5%)
Value$1.4M (+$49.5K)
Filed 2026-10-09
RFG Advisory, LLC
INCREASED
Shares27,367 from 26,132
Change+1,235 (+5%)
Value$1.2M (+$42.0K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED
Shares26,403 from 26,236
Change+167 (+1%)
Value$1.2M (-$4.4K)
Filed 2026-10-13
WealthPlan Investment Management, LLC
INCREASED
Shares25,846 from 10,638
Change+15,208 (+143%)
Value$1.2M (+$688.1K)
Filed 2026-10-15
TigerOak Management, L.L.C.
INCREASED
Shares23,166 from 22,920
Change+246 (+1%)
Value$1.1M (-$1.4K)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
INCREASED
Shares22,703 from 22,672
Change+31 (+0%)
Value$1.0M (-$11.1K)
Filed 2026-10-21
Savant Capital, LLC
DECREASED
Shares22,567 from 49,451
Change-26,884 (-54%)
Value$1.0M (-$1.2M)
Filed 2026-11-06
Alchemi Wealth, LLC
INCREASED
Shares21,051 from 19,189
Change+1,862 (+10%)
Value$960.6K (+$74.4K)
Filed 2026-11-04
Sigma Planning Corp
INCREASED
Shares16,151 from 15,309
Change+842 (+6%)
Value$737.0K (+$30.0K)
Filed 2026-10-23
TopTier Wealth Management, LLC
INCREASED
Shares15,925 from 9,059
Change+6,866 (+76%)
Value$726.6K (+$308.3K)
Filed 2026-10-16
Oregon Pacific Wealth Management, LLC
DECREASED
Shares15,909 from 16,447
Change-538 (-3%)
Value$725.9K (-$33.6K)
Filed 2026-10-20
Evolution Wealth Management Inc.
INCREASED
Shares15,192 from 15,071
Change+121 (+1%)
Value$693.2K (-$2.8K)
Filed 2026-10-28
Howard Bailey Securities, LLC
DECREASED
Shares13,489 from 13,885
Change-396 (-3%)
Value$615.5K (-$25.7K)
Filed 2026-10-27
Park Avenue Securities LLC
DECREASED
Shares12,178 from 12,590
Change-412 (-3%)
Value$556 (-$580.4K)
Filed 2026-10-26
Perigon Wealth Management, LLC
INCREASED
Shares11,906 from 11,326
Change+580 (+5%)
Value$543.3K (+$20.2K)
Filed 2026-10-22
World Equity Group, Inc.
DECREASED
Shares11,817 from 33,314
Change-21,497 (-65%)
Value$539.3K (-$999.0K)
Filed 2026-10-14
Signature Estate & Investment Advisors LLC
INCREASED
Shares10,885 from 10,811
Change+74 (+1%)
Value$496.7K (-$2.6K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares10,804 from 10,785
Change+19 (+0%)
Value$493.0K (-$5.1K)
Filed 2026-10-16
Money Concepts Capital Corp
DECREASED
Shares10,748 from 10,897
Change-149 (-1%)
Value$490.4K (-$12.8K)
Filed 2026-11-06
Town Capital LLC
INCREASED
Shares10,593 from 9,258
Change+1,335 (+14%)
Value$483.4K (+$55.8K)
Filed 2026-11-03
Sheets Smith Wealth Management
DECREASED
Shares10,576 from 18,209
Change-7,633 (-42%)
Value$482.6K (-$358.3K)
Filed 2026-10-16
Beacon Financial Group
DECREASED
Shares9,644 from 9,689
Change-45 (0%)
Value$440.1K (-$7.4K)
Filed 2026-10-19
Seek First Inc.
DECREASED
Shares7,755 from 8,169
Change-414 (-5%)
Value$353.8K (-$23.4K)
Filed 2026-10-27
WealthPoint Financial, LLC
DECREASED
Shares7,392 from 7,474
Change-82 (-1%)
Value$337.3K (-$7.9K)
Filed 2026-11-03
Ritholtz Wealth Management
DECREASED
Shares6,793 from 6,899
Change-106 (-2%)
Value$310.0K (-$8.6K)
Filed 2026-11-05
LifeGoal Investments, LLC
NEW
Shares6,211
Change+6,211
Value$283.4K
Filed 2026-10-09
Portland Financial Advisors Inc
UNCHANGED
Shares6,113 from 6,113
Change0 (0%)
Value$278.9K (-$3.4K)
Filed 2026-10-26
Paragon Capital Management Ltd
UNCHANGED
Shares6,028 from 6,028
Change0 (0%)
Value$275.1K (-$3.3K)
Filed 2026-10-09
Bison Wealth, LLC
NEW
Shares5,472
Change+5,472
Value$248.6K
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares5,294 from 4,787
Change+507 (+11%)
Value$241.6K (+$20.5K)
Filed 2026-10-08
CoreCap Advisors, LLC
INCREASED
Shares5,169 from 4,561
Change+608 (+13%)
Value$235.9K (+$25.2K)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
DECREASED
Shares4,953 from 9,980
Change-5,027 (-50%)
Value$226.0K (-$234.9K)
Filed 2026-10-16
Magnus Financial Group LLC
NEW
Shares4,838
Change+4,838
Value$220.8K
Filed 2026-10-21
Modera Wealth Management, LLC
UNCHANGED
Shares4,742 from 4,742
Change0 (0%)
Value$216.4K (-$2.6K)
Filed 2026-10-28
Truist Financial Corp
NEW
Shares4,391
Change+4,391
Value$200.4K
Filed 2026-10-30
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares3,957 from 3,957
Change0 (0%)
Value$180.6K (-$2.2K)
Filed 2026-10-15
Fifth Third Bancorp
INCREASED
Shares3,204 from 3,145
Change+59 (+2%)
Value$146.2K (+$963)
Filed 2026-11-05
Tounjian Advisory Partners, LLC
DECREASED
Shares2,246 from 2,274
Change-28 (-1%)
Value$102.5K (-$2.5K)
Filed 2026-11-04
Nvwm, LLC
UNCHANGED
Shares1,868 from 1,868
Change0 (0%)
Value$85.2K (-$1.0K)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares1,709
Change+1,709
Value$78.0K
Filed 2026-10-21
Mather Group, Llc.
INCREASED
Shares1,353 from 653
Change+700 (+107%)
Value$61.7K (+$31.6K)
Filed 2026-10-14
Pinnacle Wealth Planning Services, Inc.
NEW
Shares967
Change+967
Value$44.1K
Filed 2026-10-27
PNC Financial Services Group, Inc.
NEW
Shares721
Change+721
Value$32.9K
Filed 2026-11-06
US Bancorp \de\
UNCHANGED
Shares453 from 453
Change0 (0%)
Value$20.7K (-$250)
Filed 2026-11-05
Creative Financial Designs Inc
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$17.2K (-$208)
Filed 2026-11-04
Covestor Ltd
INCREASED
Shares332 from 323
Change+9 (+3%)
Value$15 (-$15.0K)
Filed 2026-10-30
Reap Financial Group, LLC
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$10.1K (-$122)
Filed 2026-11-02
NBT Bank, N.A.
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$6.3K (-$76)
Filed 2026-10-21
Assetmark, Inc
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$5.2K (-$63)
Filed 2026-10-21
Planning Strategies Inc.
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$4.8K (-$58)
Filed 2026-10-02
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 1,241,604
Change-1,241,604 (-100%)
Value$0 (-$57.3M)
Filed 2026-10-21
Horizon Wealth Management, LLC
CLOSED
Shares0 from 442,514
Change-442,514 (-100%)
Value$0 (-$20.4M)
Filed 2026-11-02
Optima Capital LLC
CLOSED
Shares0 from 50,715
Change-50,715 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-29
Riverbend Wealth Management, LLC
CLOSED
Shares0 from 7,218
Change-7,218 (-100%)
Value$0 (-$333.3K)
Filed 2026-10-15
Private Trust Co NA
CLOSED
Shares0 from 1,488
Change-1,488 (-100%)
Value$0 (-$68.7K)
Filed 2026-10-20
Wellington Grp LLC
CLOSED
Shares0 from 596
Change-596 (-100%)
Value$0 (-$26.3K)
Filed 2026-11-06
Morgan Stanley
N/A
Shares— from 2,370,261
Change-2,370,261 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,522,980
Change-1,522,980 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,075,010
Change-1,075,010 (-100%)
Value—
UBS Group AG
N/A
Shares— from 795,502
Change-795,502 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 795,480
Change-795,480 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 751,061
Change-751,061 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 704,543
Change-704,543 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 693,751
Change-693,751 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 668,967
Change-668,967 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 611,848
Change-611,848 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 518,624
Change-518,624 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 274,238
Change-274,238 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 187,217
Change-187,217 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 181,872
Change-181,872 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 137,883
Change-137,883 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 117,967
Change-117,967 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 98,698
Change-98,698 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 97,866
Change-97,866 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 83,324
Change-83,324 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 83,161
Change-83,161 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 82,143
Change-82,143 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 62,022
Change-62,022 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 60,785
Change-60,785 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 57,326
Change-57,326 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 54,252
Change-54,252 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 46,355
Change-46,355 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 44,979
Change-44,979 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 37,731
Change-37,731 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 37,150
Change-37,150 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 36,624
Change-36,624 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 34,293
Change-34,293 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 32,735
Change-32,735 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 32,463
Change-32,463 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 32,319
Change-32,319 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 31,925
Change-31,925 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 27,707
Change-27,707 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 22,175
Change-22,175 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 18,177
Change-18,177 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 17,588
Change-17,588 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 17,333
Change-17,333 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 15,046
Change-15,046 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 14,489
Change-14,489 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 14,364
Change-14,364 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 13,996
Change-13,996 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 13,897
Change-13,897 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 13,861
Change-13,861 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 12,212
Change-12,212 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 10,709
Change-10,709 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,779
Change-9,779 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 9,362
Change-9,362 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 9,336
Change-9,336 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 8,514
Change-8,514 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 8,419
Change-8,419 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 8,199
Change-8,199 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 7,993
Change-7,993 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 7,588
Change-7,588 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,220
Change-7,220 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,873
Change-6,873 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 6,621
Change-6,621 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,464
Change-6,464 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,769
Change-5,769 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,609
Change-3,609 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,174
Change-2,174 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 920
Change-920 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 482
Change-482 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 459
Change-459 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 386
Change-386 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Status
LPL Financial LLC
INCREASED4,126,8783,980,772+146,106+4%$183.8M$188.3M+$4.5M2026-11-06
Park National Corp
INCREASED3,854,6453,761,775+92,870+2%$173.7M$175.9M+$2.2M2026-10-05
Hennion & Walsh Asset Management, Inc.
INCREASED1,474,0861,433,747+40,339+3%$66.2M$67.3M+$1.1M2026-10-13
Capital Asset Advisory Services LLC
INCREASED1,338,8611,255,404+83,457+7%$58.0M$61.1M+$3.1M2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED461,875335,602+126,273+38%$15.5M$21.1K-$15.5M2026-11-02
Lido Advisors, LLC
INCREASED441,598438,912+2,686+1%$20.3M$20.2M-$118.9K2026-11-04
Choice Wealth Advisors LLC
INCREASED368,427356,619+11,808+3%$16.5M$16.8M+$342.6K2026-10-16
Atria Investments, Inc
DECREASED322,742326,330-3,588-1%$15.1M$14.7M-$343.2K2026-10-15
Impact Capital Partners LLC
INCREASED245,233242,152+3,081+1%$11.2M$11.2M+$7.4K2026-10-22
Burns Matteson Capital Management, LLC
INCREASED192,542190,915+1,627+1%$8.8M$8.8M-$30.7K2026-10-16
Kestra Advisory Services, LLC
INCREASED177,739158,604+19,135+12%$7.3M$8.1M+$785.9K2026-11-02
Simplicity Wealth,LLC
INCREASED125,473105,357+20,116+19%$4.9M$5.7M+$859.9K2026-10-23
Trilogy Capital Inc.
INCREASED115,839100,250+15,589+16%$4.6M$5.3M+$656.2K2026-10-20
Commonwealth Equity Services, LLC
INCREASED102,63898,800+3,838+4%$4.6M$4.7M+$120.8K2026-11-02
Lanark Financial, Inc.
INCREASED98,40597,440+965+1%$4.5M$4.5M-$9.6K2026-10-26
Vericrest Private Wealth
INCREASED93,35189,313+4,038+5%$4.1M$4.3M+$135.2K2026-10-21
Occidental Asset Management, LLC
INCREASED86,45086,100+350+0%$4.0M$3.9M-$31.4K2026-11-05
VestGen Advisors, LLC
DECREASED82,95089,341-6,391-7%$4.1M$3.8M-$340.8K2026-10-27
Columbia Advisory Partners LLC
DECREASED81,85384,667-2,814-3%$3.9M$3.7M-$175.0K2026-10-15
D.A. Davidson & Co.
INCREASED80,91178,641+2,270+3%$3.6M$3.7M+$60.3K2026-10-28
Signal Advisors Wealth, LLC
INCREASED53,41635,968+17,448+49%$1.7M$2.4M+$776.3K2026-10-13
Moody National Bank Trust Division
UNCHANGED46,17746,17700%$2.1M$2.1M-$25.4K2026-10-06
Tcfg Investment Advisors, LLC
INCREASED35,52132,870+2,651+8%$1.5M$1.6M+$68.4K2026-10-20
HF Advisory Group, LLC
INCREASED30,91029,470+1,440+5%$1.4M$1.4M+$49.5K2026-10-09
RFG Advisory, LLC
INCREASED27,36726,132+1,235+5%$1.2M$1.2M+$42.0K2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED26,40326,236+167+1%$1.2M$1.2M-$4.4K2026-10-13
WealthPlan Investment Management, LLC
INCREASED25,84610,638+15,208+143%$491.3K$1.2M+$688.1K2026-10-15
TigerOak Management, L.L.C.
INCREASED23,16622,920+246+1%$1.1M$1.1M-$1.4K2026-10-23
Wealthcare Advisory Partners LLC
INCREASED22,70322,672+31+0%$1.0M$1.0M-$11.1K2026-10-21
Savant Capital, LLC
DECREASED22,56749,451-26,884-54%$2.2M$1.0M-$1.2M2026-11-06
Alchemi Wealth, LLC
INCREASED21,05119,189+1,862+10%$886.2K$960.6K+$74.4K2026-11-04
Sigma Planning Corp
INCREASED16,15115,309+842+6%$707.0K$737.0K+$30.0K2026-10-23
TopTier Wealth Management, LLC
INCREASED15,9259,059+6,866+76%$418.4K$726.6K+$308.3K2026-10-16
Oregon Pacific Wealth Management, LLC
DECREASED15,90916,447-538-3%$759.5K$725.9K-$33.6K2026-10-20
Evolution Wealth Management Inc.
INCREASED15,19215,071+121+1%$696.0K$693.2K-$2.8K2026-10-28
Howard Bailey Securities, LLC
DECREASED13,48913,885-396-3%$641.2K$615.5K-$25.7K2026-10-27
Park Avenue Securities LLC
DECREASED12,17812,590-412-3%$581.0K$556-$580.4K2026-10-26
Perigon Wealth Management, LLC
INCREASED11,90611,326+580+5%$523.1K$543.3K+$20.2K2026-10-22
World Equity Group, Inc.
DECREASED11,81733,314-21,497-65%$1.5M$539.3K-$999.0K2026-10-14
Signature Estate & Investment Advisors LLC
INCREASED10,88510,811+74+1%$499.3K$496.7K-$2.6K2026-10-13
IFP Advisors, Inc
INCREASED10,80410,785+19+0%$498.1K$493.0K-$5.1K2026-10-16
Money Concepts Capital Corp
DECREASED10,74810,897-149-1%$503.2K$490.4K-$12.8K2026-11-06
Town Capital LLC
INCREASED10,5939,258+1,335+14%$427.5K$483.4K+$55.8K2026-11-03
Sheets Smith Wealth Management
DECREASED10,57618,209-7,633-42%$840.9K$482.6K-$358.3K2026-10-16
Beacon Financial Group
DECREASED9,6449,689-450%$447.4K$440.1K-$7.4K2026-10-19
Seek First Inc.
DECREASED7,7558,169-414-5%$377.3K$353.8K-$23.4K2026-10-27
WealthPoint Financial, LLC
DECREASED7,3927,474-82-1%$345.1K$337.3K-$7.9K2026-11-03
Ritholtz Wealth Management
DECREASED6,7936,899-106-2%$318.6K$310.0K-$8.6K2026-11-05
LifeGoal Investments, LLC
NEW6,211—+6,211——$283.4K—2026-10-09
Portland Financial Advisors Inc
UNCHANGED6,1136,11300%$282.3K$278.9K-$3.4K2026-10-26
Paragon Capital Management Ltd
UNCHANGED6,0286,02800%$278.4K$275.1K-$3.3K2026-10-09
Bison Wealth, LLC
NEW5,472—+5,472——$248.6K—2026-10-13
Farther Finance Advisors, LLC
INCREASED5,2944,787+507+11%$221.1K$241.6K+$20.5K2026-10-08
CoreCap Advisors, LLC
INCREASED5,1694,561+608+13%$210.6K$235.9K+$25.2K2026-10-08
Concurrent Investment Advisors, LLC
DECREASED4,9539,980-5,027-50%$460.9K$226.0K-$234.9K2026-10-16
Magnus Financial Group LLC
NEW4,838—+4,838——$220.8K—2026-10-21
Modera Wealth Management, LLC
UNCHANGED4,7424,74200%$219.0K$216.4K-$2.6K2026-10-28
Truist Financial Corp
NEW4,391—+4,391——$200.4K—2026-10-30
Cherry Tree Wealth Management, LLC
UNCHANGED3,9573,95700%$182.7K$180.6K-$2.2K2026-10-15
Fifth Third Bancorp
INCREASED3,2043,145+59+2%$145.2K$146.2K+$9632026-11-05
Tounjian Advisory Partners, LLC
DECREASED2,2462,274-28-1%$105.0K$102.5K-$2.5K2026-11-04
Nvwm, LLC
UNCHANGED1,8681,86800%$86.3K$85.2K-$1.0K2026-10-14
Root Financial Partners, LLC
NEW1,709—+1,709——$78.0K—2026-10-21
Mather Group, Llc.
INCREASED1,353653+700+107%$30.2K$61.7K+$31.6K2026-10-14
Pinnacle Wealth Planning Services, Inc.
NEW967—+967——$44.1K—2026-10-27
PNC Financial Services Group, Inc.
NEW721—+721——$32.9K—2026-11-06
US Bancorp \de\
UNCHANGED45345300%$20.9K$20.7K-$2502026-11-05
Creative Financial Designs Inc
UNCHANGED37837800%$17.5K$17.2K-$2082026-11-04
Covestor Ltd
INCREASED332323+9+3%$15.0K$15-$15.0K2026-10-30
Reap Financial Group, LLC
UNCHANGED22222200%$10.3K$10.1K-$1222026-11-02
NBT Bank, N.A.
UNCHANGED13713700%$6.3K$6.3K-$762026-10-21
Assetmark, Inc
UNCHANGED11411400%$5.3K$5.2K-$632026-10-21
Planning Strategies Inc.
UNCHANGED10610600%$4.9K$4.8K-$582026-10-02
Axxcess Wealth Management, LLC
CLOSED01,241,604-1,241,604-100%$57.3M$0-$57.3M2026-10-21
Horizon Wealth Management, LLC
CLOSED0442,514-442,514-100%$20.4M$0-$20.4M2026-11-02
Optima Capital LLC
CLOSED050,715-50,715-100%$2.3M$0-$2.3M2026-10-29
Riverbend Wealth Management, LLC
CLOSED07,218-7,218-100%$333.3K$0-$333.3K2026-10-15
Private Trust Co NA
CLOSED01,488-1,488-100%$68.7K$0-$68.7K2026-10-20
Wellington Grp LLC
CLOSED0596-596-100%$26.3K$0-$26.3K2026-11-06
Morgan Stanley
N/A—2,370,261-2,370,261-100%$109.5M———
Raymond James Financial Inc
N/A—1,522,980-1,522,980-100%$70.3M———
Bank of America Corp
N/A—1,075,010-1,075,010-100%$49.6M———
UBS Group AG
N/A—795,502-795,502-100%$36.7M———
Cetera Investment Advisers
N/A—795,480-795,480-100%$36.7M———
Envestnet Asset Management Inc
N/A—751,061-751,061-100%$34.7M———
Steward Partners Investment Advisory, LLC
N/A—704,543-704,543-100%$32.5M———
SK Wealth Management, LLC
N/A—693,751-693,751-100%$33.1M———
MML Investors Services, LLC
N/A—668,967-668,967-100%$30.9M———
Stratos Investment Management, LLC
N/A—611,848-611,848-100%$28.3M———
Baird Financial Group, Inc.
N/A—518,624-518,624-100%$24.0M———
Jane Street Group, LLC
N/A—274,238-274,238-100%$12.7M———
Tidemark, LLC
N/A—187,217-187,217-100%$8.6M———
OneDigital Investment Advisors LLC
N/A—181,872-181,872-100%$8.4M———
Frazier Financial Advisors, LLC
N/A—137,883-137,883-100%$6.4M———
NewEdge Advisors, LLC
N/A—117,967-117,967-100%$5.4M———
Smartleaf Asset Management LLC
N/A—98,698-98,698-100%$4.5M———
Mariner, LLC
N/A—97,866-97,866-100%$4.5M———
Great Valley Advisor Group, Inc.
N/A—83,324-83,324-100%$3.8M———
Citadel Advisors LLC
N/A—83,161-83,161-100%$3.8M———
Premier Private Wealth Management LLC
N/A—82,143-82,143-100%$3.8M———
Trivium Point Advisory, LLC
N/A—62,022-62,022-100%$2.9M———
Western Wealth Management, LLC
N/A—60,785-60,785-100%$2.8M———
Caprock Group, LLC
N/A—57,326-57,326-100%$2.6M———
Focus Partners Wealth
N/A—54,252-54,252-100%$2.5M———
Stifel Financial Corp
N/A—46,355-46,355-100%$2.1M———
Geneos Wealth Management Inc.
N/A—44,979-44,979-100%$2.1M———
Global Retirement Partners, LLC
N/A—37,731-37,731-100%$1.7M———
Gotham Asset Management, LLC
N/A—37,150-37,150-100%$1.7M———
Private Advisor Group, LLC
N/A—36,624-36,624-100%$1.7M———
AQR Capital Management LLC
N/A—34,293-34,293-100%$1.6M———
AssuredPartners Investment Advisors, LLC
N/A—32,735-32,735-100%$1.5M———
Harbour Investments, Inc.
N/A—32,463-32,463-100%$1.5M———
World Investment Advisors
N/A—32,319-32,319-100%$1.4M———
Pursuit Wealth Strategies, LLC
N/A—31,925-31,925-100%$1.5M———
Sanctuary Advisors, LLC
N/A—27,707-27,707-100%$1.3M———
Foundations Investment Advisors, LLC
N/A—22,175-22,175-100%$1.0M———
Osaic Holdings, Inc.
N/A—18,177-18,177-100%$839.4K———
Wells Fargo & Company
N/A—17,588-17,588-100%$812.2K———
Rockefeller Capital Management L.P.
N/A—17,333-17,333-100%$800.4K———
WCG Wealth Advisors LLC
N/A—15,046-15,046-100%$694.8K———
Insigneo Advisory Services, LLC
N/A—14,489-14,489-100%$669.1K———
CreativeOne Wealth, LLC
N/A—14,364-14,364-100%$663.3K———
Stratos Wealth Partners, Ltd.
N/A—13,996-13,996-100%$646.3K———
Financial Engines Advisors L.L.C.
N/A—13,897-13,897-100%$641.8K———
O'shaughnessy Asset Management, LLC
N/A—13,861-13,861-100%$640.1K———
Comprehensive Money Management Services LLC
N/A—12,212-12,212-100%$564.0K———
Wescap Management Group, Inc.
N/A—10,709-10,709-100%$494.5K———
AE Wealth Management LLC
N/A—9,779-9,779-100%$451.6K———
Hopwood Nicholas Hunter
N/A—9,362-9,362-100%$432.3K———
Royal Bank of Canada
N/A—9,336-9,336-100%$431.0K———
Crux Wealth Advisors
N/A—8,514-8,514-100%$393.2K———
Empirical Asset Management, LLC
N/A—8,419-8,419-100%$388.8K———
American Money Management, LLC
N/A—8,199-8,199-100%$378.6K———
Qube Research & Technologies Ltd
N/A—7,993-7,993-100%$369.1K———
Greykasell Wealth Strategies, Inc.
N/A—7,588-7,588-100%$350.4K———
Ameriprise Financial Inc
N/A—7,220-7,220-100%$333.4K———
Summit Financial, LLC
N/A—6,873-6,873-100%$317.4K———
Gateway Wealth Partners, LLC
N/A—6,621-6,621-100%$305.8K———
JPMorgan Chase & Co
N/A—6,464-6,464-100%$297.9K———
Mercer Global Advisors Inc
N/A—5,769-5,769-100%$266.4K———
BFC Planning, Inc.
N/A—3,609-3,609-100%$166.7K———
Northwestern Mutual Wealth Management Co
N/A—2,174-2,174-100%$100.4K———
FMR LLC
N/A—2,066-2,066-100%$95.4K———
UBS Asset Management Americas LLC
N/A—1,924-1,924-100%$88.9K———
Aptus Capital Advisors, LLC
N/A—1,470-1,470-100%$67.9K———
Bank of Montreal
N/A—1,007-1,007-100%$46.5K———
Bellevue Asset Management, LLC
N/A—920-920-100%$42.5K———
Rothschild Investment LLC
N/A—650-650-100%$30.0K———
Raffa Wealth Management, LLC
N/A—500-500-100%$23.1K———
Hantz Financial Services, Inc.
N/A—482-482-100%$22———
TD Capital Management LLC
N/A—459-459-100%$21.2K———
Dunhill Financial, LLC
N/A—386-386-100%$17.8K———
Glen Eagle Advisors, LLC
N/A—110-110-100%$5.1K———
Showing 153 of 153 institutions