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Wisdomtree US Efficient Core (NTSX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares4,816,774 from 5,356,465
Change-539,691 (-10%)
Value$281.5M (-$34.8M)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
INCREASED
Shares1,056,352 from 1,031,715
Change+24,637 (+2%)
Value$61.7M (+$821.0K)
Filed 2026-10-21
Rational Advisors, Inc.
INCREASED
Shares742,923 from 735,041
Change+7,882 (+1%)
Value$43.4M (+$19.7K)
Filed 2026-11-02
Professional Financial Advisors, LLC
INCREASED
Shares519,335 from 518,200
Change+1,135 (+0%)
Value$30.4M (-$244.5K)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares448,978 from 380,758
Change+68,220 (+18%)
Value$26.2M (+$3.8M)
Filed 2026-11-06
46 Peaks LLC
DECREASED
Shares365,506 from 386,537
Change-21,031 (-5%)
Value$21.4M (-$1.5M)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares327,397 from 327,755
Change-358 (0%)
Value$19.4M (+$10.5K)
Filed 2026-10-13
WJ Interests, LLC
INCREASED
Shares195,199 from 192,789
Change+2,410 (+1%)
Value$11.4M (+$25.2K)
Filed 2026-10-14
Regions Financial Corp
INCREASED
Shares130,315 from 96,117
Change+34,198 (+36%)
Value$7.6M (+$1.9M)
Filed 2026-11-05
Fermata Advisors, LLC
INCREASED
Shares128,387 from 117,673
Change+10,714 (+9%)
Value$7.5M (+$555.6K)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares126,559 from 129,199
Change-2,640 (-2%)
Value$7.4M (-$231.8K)
Filed 2026-11-02
RHS Financial, LLC
DECREASED
Shares52,162 from 52,514
Change-352 (-1%)
Value$3.0M (-$52.1K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares48,523 from 49,934
Change-1,411 (-3%)
Value$2.8M (-$112.5K)
Filed 2026-11-02
Leading Edge Financial Planning LLC
DECREASED
Shares43,669 from 43,755
Change-86 (0%)
Value$2.6M (-$31.3K)
Filed 2026-10-23
Insight Wealth Strategies, LLC
DECREASED
Shares38,901 from 39,051
Change-150 (0%)
Value$2.3M (-$27.1K)
Filed 2026-10-09
Morton Capital Management LLC
INCREASED
Shares33,235 from 33,148
Change+87 (+0%)
Value$1.9M (-$14.8K)
Filed 2026-10-23
Innova Wealth Partners
INCREASED
Shares23,182 from 23,169
Change+13 (+0%)
Value$1.4M (-$13.2K)
Filed 2026-10-21
Herold Advisors, Inc.
UNCHANGED
Shares23,000 from 23,000
Change0 (0%)
Value$1.3M (-$12.7K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares20,890 from 20,888
Change+2 (+0%)
Value$1.2K (-$1.2M)
Filed 2026-11-02
Howard Bailey Securities, LLC
DECREASED
Shares19,228 from 19,882
Change-654 (-3%)
Value$1.1M (-$50.2K)
Filed 2026-10-27
Belpointe Asset Management LLC
INCREASED
Shares19,199 from 18,972
Change+227 (+1%)
Value$1.1M (+$1.9K)
Filed 2026-11-09
Wright Wealth LLC
DECREASED
Shares17,439 from 17,718
Change-279 (-2%)
Value$1.0M (-$26.9K)
Filed 2026-10-29
United Advisor Group, LLC
INCREASED
Shares16,622 from 15,457
Change+1,165 (+8%)
Value$971.5K (+$58.8K)
Filed 2026-11-03
ACT Advisors, Llc.
INCREASED
Shares14,578 from 11,447
Change+3,131 (+27%)
Value$852.1K (+$176.1K)
Filed 2026-10-15
Orba Wealth Advisors, L.L.C.
UNCHANGED
Shares13,923 from 13,923
Change0 (0%)
Value$813.8K (-$8.4K)
Filed 2026-10-23
Merit Financial Group, LLC
INCREASED
Shares12,879 from 12,845
Change+34 (+0%)
Value$752.8K (-$5.7K)
Filed 2026-11-06
Bison Wealth, LLC
DECREASED
Shares12,530 from 14,391
Change-1,861 (-13%)
Value$747.5K (-$107.0K)
Filed 2026-10-13
Ndwm LLC
INCREASED
Shares11,850 from 11,849
Change+1 (+0%)
Value$692.7K (-$7.0K)
Filed 2026-11-05
Accurate Wealth Management, LLC
DECREASED
Shares11,814 from 13,950
Change-2,136 (-15%)
Value$708.0K (-$118.7K)
Filed 2026-10-20
WealthPlan Investment Management, LLC
DECREASED
Shares11,605 from 13,397
Change-1,792 (-13%)
Value$678.3K (-$112.8K)
Filed 2026-10-15
Harbour Investments, Inc.
INCREASED
Shares11,229 from 10,608
Change+621 (+6%)
Value$656.3K (+$29.9K)
Filed 2026-11-09
Western Wealth Management, LLC
INCREASED
Shares10,280 from 10,275
Change+5 (+0%)
Value$600.8K (-$5.9K)
Filed 2026-11-09
Wedmont Private Capital
UNCHANGED
Shares10,054 from 10,054
Change0 (0%)
Value$596.8K (+$975)
Filed 2026-10-09
Perigon Wealth Management, LLC
INCREASED
Shares9,831 from 4,517
Change+5,314 (+118%)
Value$574.6K (+$307.9K)
Filed 2026-10-22
Clifford Swan Investment Counsel LLC
NEW
Shares9,796
Change+9,796
Value$572.6K
Filed 2026-11-05
Avion Wealth
UNCHANGED
Shares9,783 from 9,783
Change0 (0%)
Value$571 (-$576.4K)
Filed 2026-11-04
Reap Financial Group, LLC
DECREASED
Shares9,318 from 9,944
Change-626 (-6%)
Value$544.6K (-$42.5K)
Filed 2026-11-02
Traynor Capital Management, Inc.
INCREASED
Shares9,220 from 3,887
Change+5,333 (+137%)
Value$538.9K (+$309.4K)
Filed 2026-10-29
Creative Planning
INCREASED
Shares8,752 from 5,174
Change+3,578 (+69%)
Value$511.6K (+$206.1K)
Filed 2026-11-02
Frontier Asset Management, LLC
DECREASED
Shares8,332 from 12,216
Change-3,884 (-32%)
Value$487.0K (-$234.3K)
Filed 2026-10-28
Astra Wealth Partners LLC
UNCHANGED
Shares7,800 from 7,800
Change0 (0%)
Value$455.9K (-$4.7K)
Filed 2026-11-06
Barnes Wealth Management Group, Inc
INCREASED
Shares5,624 from 5,102
Change+522 (+10%)
Value$328.7K (+$27.5K)
Filed 2026-11-09
J.W. Cole Advisors, Inc.
INCREASED
Shares5,156 from 5,059
Change+97 (+2%)
Value$301.4K (+$2.6K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares4,981 from 4,110
Change+871 (+21%)
Value$291.1K (+$48.4K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
NEW
Shares4,746
Change+4,746
Value$277.4K
Filed 2026-10-16
TopTier Wealth Management, LLC
DECREASED
Shares4,741 from 4,747
Change-6 (0%)
Value$277.1K (-$3.2K)
Filed 2026-10-16
Team Financial Group, LLC
INCREASED
Shares4,482 from 4,313
Change+169 (+4%)
Value$262.0K (+$7.3K)
Filed 2026-10-30
Balentine LLC
INCREASED
Shares4,476 from 4,465
Change+11 (+0%)
Value$261.6K (-$2.0K)
Filed 2026-11-03
Private Trust Co NA
UNCHANGED
Shares4,151 from 4,151
Change0 (0%)
Value$242.6K (-$2.5K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
DECREASED
Shares4,116 from 4,522
Change-406 (-9%)
Value$240.6K (-$26.4K)
Filed 2026-11-06
Prospera Financial Services Inc
DECREASED
Shares4,024 from 4,524
Change-500 (-11%)
Value$236.8K (-$30.4K)
Filed 2026-11-04
Flagship Harbor Advisors, LLC
INCREASED
Shares3,876 from 3,715
Change+161 (+4%)
Value$226.6K (+$7.2K)
Filed 2026-10-26
Tounjian Advisory Partners, LLC
DECREASED
Shares3,397 from 3,561
Change-164 (-5%)
Value$198.5K (-$11.7K)
Filed 2026-11-04
IFG Advisory, LLC
INCREASED
Shares3,196 from 2,913
Change+283 (+10%)
Value$186.8K (+$14.8K)
Filed 2026-11-09
Mather Group, Llc.
DECREASED
Shares1,497 from 1,509
Change-12 (-1%)
Value$87.5K (-$1.6K)
Filed 2026-10-14
CoreCap Advisors, LLC
UNCHANGED
Shares1,333 from 1,333
Change0 (0%)
Value$77.9K (-$800)
Filed 2026-10-08
Chapman Financial Group, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$58.5K (-$600)
Filed 2026-10-26
Costello Asset Management, Inc
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$52.6K (-$540)
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares732 from 745
Change-13 (-2%)
Value$42.8K (-$1.2K)
Filed 2026-10-08
Evolution Wealth Management Inc.
UNCHANGED
Shares623 from 623
Change0 (0%)
Value$36.4K (-$374)
Filed 2026-10-28
IFP Advisors, Inc
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$23.7K (-$243)
Filed 2026-10-16
SYM Financial Corp
INCREASED
Shares345 from 344
Change+1 (+0%)
Value$20.2K (-$154)
Filed 2026-10-26
Covestor Ltd
INCREASED
Shares209 from 199
Change+10 (+5%)
Value$12 ($0)
Filed 2026-10-30
Essential Partners LLC
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$11.2K (-$115)
Filed 2026-10-14
Abound Wealth Management
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$6.2K (-$64)
Filed 2026-10-26
Golden State Wealth Management, LLC
CLOSED
Shares0 from 27,944
Change-27,944 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-02
XY Planning Network, Inc.
CLOSED
Shares0 from 18,033
Change-18,033 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-14
Worth Asset Management, LLC
CLOSED
Shares0 from 3,623
Change-3,623 (-100%)
Value$0 (-$213.9K)
Filed 2026-10-07
OneDigital Investment Advisors LLC
N/A
Shares— from 611,866
Change-611,866 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 554,125
Change-554,125 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 244,408
Change-244,408 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 161,472
Change-161,472 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 152,814
Change-152,814 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 92,185
Change-92,185 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 88,453
Change-88,453 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 83,404
Change-83,404 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 80,821
Change-80,821 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 70,390
Change-70,390 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 64,423
Change-64,423 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 24,970
Change-24,970 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 21,439
Change-21,439 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 18,170
Change-18,170 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 15,714
Change-15,714 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 14,641
Change-14,641 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 13,119
Change-13,119 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 9,148
Change-9,148 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 8,860
Change-8,860 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 8,514
Change-8,514 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,804
Change-7,804 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,519
Change-6,519 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,517
Change-5,517 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,284
Change-5,284 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,040
Change-5,040 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,820
Change-4,820 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 4,766
Change-4,766 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 4,691
Change-4,691 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,234
Change-4,234 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 3,839
Change-3,839 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,760
Change-3,760 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,904
Change-2,904 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,121
Change-2,121 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 595
Change-595 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 589
Change-589 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 439
Change-439 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 414
Change-414 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 106
Change-106 (-100%)
Value—
UBS Group AG
N/A
Shares— from 56
Change-56 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
FMR LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 0
Change0
Value—
Status
Halbert Hargrove Global Advisors, LLC
DECREASED4,816,7745,356,465-539,691-10%$316.3M$281.5M-$34.8M2026-10-16
Wealthcare Advisory Partners LLC
INCREASED1,056,3521,031,715+24,637+2%$60.9M$61.7M+$821.0K2026-10-21
Rational Advisors, Inc.
INCREASED742,923735,041+7,882+1%$43.4M$43.4M+$19.7K2026-11-02
Professional Financial Advisors, LLC
INCREASED519,335518,200+1,135+0%$30.6M$30.4M-$244.5K2026-10-13
LPL Financial LLC
INCREASED448,978380,758+68,220+18%$22.5M$26.2M+$3.8M2026-11-06
46 Peaks LLC
DECREASED365,506386,537-21,031-5%$22.8M$21.4M-$1.5M2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED327,397327,755-3580%$19.4M$19.4M+$10.5K2026-10-13
WJ Interests, LLC
INCREASED195,199192,789+2,410+1%$11.4M$11.4M+$25.2K2026-10-14
Regions Financial Corp
INCREASED130,31596,117+34,198+36%$5.7M$7.6M+$1.9M2026-11-05
Fermata Advisors, LLC
INCREASED128,387117,673+10,714+9%$6.9M$7.5M+$555.6K2026-10-13
Kestra Advisory Services, LLC
DECREASED126,559129,199-2,640-2%$7.6M$7.4M-$231.8K2026-11-02
RHS Financial, LLC
DECREASED52,16252,514-352-1%$3.1M$3.0M-$52.1K2026-10-13
Commonwealth Equity Services, LLC
DECREASED48,52349,934-1,411-3%$2.9M$2.8M-$112.5K2026-11-02
Leading Edge Financial Planning LLC
DECREASED43,66943,755-860%$2.6M$2.6M-$31.3K2026-10-23
Insight Wealth Strategies, LLC
DECREASED38,90139,051-1500%$2.3M$2.3M-$27.1K2026-10-09
Morton Capital Management LLC
INCREASED33,23533,148+87+0%$2.0M$1.9M-$14.8K2026-10-23
Innova Wealth Partners
INCREASED23,18223,169+13+0%$1.4M$1.4M-$13.2K2026-10-21
Herold Advisors, Inc.
UNCHANGED23,00023,00000%$1.4M$1.3M-$12.7K2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED20,89020,888+2+0%$1.2M$1.2K-$1.2M2026-11-02
Howard Bailey Securities, LLC
DECREASED19,22819,882-654-3%$1.2M$1.1M-$50.2K2026-10-27
Belpointe Asset Management LLC
INCREASED19,19918,972+227+1%$1.1M$1.1M+$1.9K2026-11-09
Wright Wealth LLC
DECREASED17,43917,718-279-2%$1.0M$1.0M-$26.9K2026-10-29
United Advisor Group, LLC
INCREASED16,62215,457+1,165+8%$912.7K$971.5K+$58.8K2026-11-03
ACT Advisors, Llc.
INCREASED14,57811,447+3,131+27%$675.9K$852.1K+$176.1K2026-10-15
Orba Wealth Advisors, L.L.C.
UNCHANGED13,92313,92300%$822.2K$813.8K-$8.4K2026-10-23
Merit Financial Group, LLC
INCREASED12,87912,845+34+0%$758.5K$752.8K-$5.7K2026-11-06
Bison Wealth, LLC
DECREASED12,53014,391-1,861-13%$854.5K$747.5K-$107.0K2026-10-13
Ndwm LLC
INCREASED11,85011,849+1+0%$699.7K$692.7K-$7.0K2026-11-05
Accurate Wealth Management, LLC
DECREASED11,81413,950-2,136-15%$826.7K$708.0K-$118.7K2026-10-20
WealthPlan Investment Management, LLC
DECREASED11,60513,397-1,792-13%$791.1K$678.3K-$112.8K2026-10-15
Harbour Investments, Inc.
INCREASED11,22910,608+621+6%$626.4K$656.3K+$29.9K2026-11-09
Western Wealth Management, LLC
INCREASED10,28010,275+5+0%$606.8K$600.8K-$5.9K2026-11-09
Wedmont Private Capital
UNCHANGED10,05410,05400%$595.8K$596.8K+$9752026-10-09
Perigon Wealth Management, LLC
INCREASED9,8314,517+5,314+118%$266.8K$574.6K+$307.9K2026-10-22
Clifford Swan Investment Counsel LLC
NEW9,796—+9,796——$572.6K—2026-11-05
Avion Wealth
UNCHANGED9,7839,78300%$577.0K$571-$576.4K2026-11-04
Reap Financial Group, LLC
DECREASED9,3189,944-626-6%$587.2K$544.6K-$42.5K2026-11-02
Traynor Capital Management, Inc.
INCREASED9,2203,887+5,333+137%$229.5K$538.9K+$309.4K2026-10-29
Creative Planning
INCREASED8,7525,174+3,578+69%$305.5K$511.6K+$206.1K2026-11-02
Frontier Asset Management, LLC
DECREASED8,33212,216-3,884-32%$721.4K$487.0K-$234.3K2026-10-28
Astra Wealth Partners LLC
UNCHANGED7,8007,80000%$460.6K$455.9K-$4.7K2026-11-06
Barnes Wealth Management Group, Inc
INCREASED5,6245,102+522+10%$301.3K$328.7K+$27.5K2026-11-09
J.W. Cole Advisors, Inc.
INCREASED5,1565,059+97+2%$298.8K$301.4K+$2.6K2026-11-05
Vise Technologies, Inc.
INCREASED4,9814,110+871+21%$242.7K$291.1K+$48.4K2026-10-29
Concurrent Investment Advisors, LLC
NEW4,746—+4,746——$277.4K—2026-10-16
TopTier Wealth Management, LLC
DECREASED4,7414,747-60%$280.3K$277.1K-$3.2K2026-10-16
Team Financial Group, LLC
INCREASED4,4824,313+169+4%$254.7K$262.0K+$7.3K2026-10-30
Balentine LLC
INCREASED4,4764,465+11+0%$263.6K$261.6K-$2.0K2026-11-03
Private Trust Co NA
UNCHANGED4,1514,15100%$245.1K$242.6K-$2.5K2026-10-20
Kestra Private Wealth Services, LLC
DECREASED4,1164,522-406-9%$267.0K$240.6K-$26.4K2026-11-06
Prospera Financial Services Inc
DECREASED4,0244,524-500-11%$267.1K$236.8K-$30.4K2026-11-04
Flagship Harbor Advisors, LLC
INCREASED3,8763,715+161+4%$219.4K$226.6K+$7.2K2026-10-26
Tounjian Advisory Partners, LLC
DECREASED3,3973,561-164-5%$210.2K$198.5K-$11.7K2026-11-04
IFG Advisory, LLC
INCREASED3,1962,913+283+10%$172.0K$186.8K+$14.8K2026-11-09
Mather Group, Llc.
DECREASED1,4971,509-12-1%$89.1K$87.5K-$1.6K2026-10-14
CoreCap Advisors, LLC
UNCHANGED1,3331,33300%$78.7K$77.9K-$8002026-10-08
Chapman Financial Group, LLC
UNCHANGED1,0001,00000%$59.1K$58.5K-$6002026-10-26
Costello Asset Management, Inc
UNCHANGED90090000%$53.1K$52.6K-$5402026-10-30
Farther Finance Advisors, LLC
DECREASED732745-13-2%$44.0K$42.8K-$1.2K2026-10-08
Evolution Wealth Management Inc.
UNCHANGED62362300%$36.8K$36.4K-$3742026-10-28
IFP Advisors, Inc
UNCHANGED40540500%$23.9K$23.7K-$2432026-10-16
SYM Financial Corp
INCREASED345344+1+0%$20.3K$20.2K-$1542026-10-26
Covestor Ltd
INCREASED209199+10+5%$12$12$02026-10-30
Essential Partners LLC
UNCHANGED19119100%$11.3K$11.2K-$1152026-10-14
Abound Wealth Management
UNCHANGED10610600%$6.3K$6.2K-$642026-10-26
Golden State Wealth Management, LLC
CLOSED027,944-27,944-100%$1.7M$0-$1.7M2026-11-02
XY Planning Network, Inc.
CLOSED018,033-18,033-100%$1.1M$0-$1.1M2026-10-14
Worth Asset Management, LLC
CLOSED03,623-3,623-100%$213.9K$0-$213.9K2026-10-07
OneDigital Investment Advisors LLC
N/A—611,866-611,866-100%$36.1M———
Cetera Investment Advisers
N/A—554,125-554,125-100%$32.7M———
AQR Capital Management LLC
N/A—244,408-244,408-100%$14.4M———
Perennial Investment Advisors, LLC
N/A—161,472-161,472-100%$9.5M———
BNP Paribas Financial Markets
N/A—152,814-152,814-100%$9.0M———
JPMorgan Chase & Co
N/A—92,185-92,185-100%$5.4M———
Bravias Capital Group, LLC
N/A—88,453-88,453-100%$5.2M———
Osaic Holdings, Inc.
N/A—83,404-83,404-100%$4.9M———
Private Advisor Group, LLC
N/A—80,821-80,821-100%$4.8M———
Morgan Stanley
N/A—70,390-70,390-100%$4.2M———
CIBC Bancorp USA Inc.
N/A—64,423-64,423-100%$3.8M———
Ausdal Financial Partners, Inc.
N/A—24,970-24,970-100%$1.5M———
Sierra Capital LLC
N/A—21,439-21,439-100%$1.3M———
Rockefeller Capital Management L.P.
N/A—18,170-18,170-100%$1.1M———
Envestnet Asset Management Inc
N/A—15,714-15,714-100%$927.9K———
NewEdge Advisors, LLC
N/A—14,641-14,641-100%$864.6K———
Quotient Wealth Partners, LLC
N/A—13,119-13,119-100%$774.7K———
Inspire Advisors, LLC
N/A—9,148-9,148-100%$540.2K———
Janney Montgomery Scott LLC
N/A—8,860-8,860-100%$523.0K———
AE Wealth Management LLC
N/A—8,514-8,514-100%$502.8K———
Mercer Global Advisors Inc
N/A—7,804-7,804-100%$460.8K———
Quantinno Capital Management LP
N/A—6,519-6,519-100%$384.9K———
Wells Fargo & Company
N/A—5,517-5,517-100%$325.8K———
Royal Bank of Canada
N/A—5,284-5,284-100%$312.0K———
IHT Wealth Management, LLC
N/A—5,040-5,040-100%$297.6K———
Integrated Wealth Concepts LLC
N/A—4,820-4,820-100%$284.6K———
Kensington Investment Counsel, LLC
N/A—4,766-4,766-100%$281.4K———
McCartney Wealth Management LLC
N/A—4,691-4,691-100%$277.0K———
Northwestern Mutual Wealth Management Co
N/A—4,234-4,234-100%$250.0K———
Magnolia Private Wealth, LLC
N/A—3,839-3,839-100%$226.7K———
Captrust Financial Advisors
N/A—3,760-3,760-100%$222.0K———
Global Retirement Partners, LLC
N/A—3,357-3,357-100%$198.2K———
O'shaughnessy Asset Management, LLC
N/A—2,904-2,904-100%$171.5K———
Synergy Investment Management, LLC
N/A—2,121-2,121-100%$125.3K———
Smartleaf Asset Management LLC
N/A—1,355-1,355-100%$79.7K———
BFC Planning, Inc.
N/A—600-600-100%$35.4K———
Wellington-Altus USA Inc.
N/A—595-595-100%$31.0K———
Vanguard Advisers Inc
N/A—589-589-100%$34.8K———
Frazier Financial Advisors, LLC
N/A—439-439-100%$25.9K———
Ameriflex Group, Inc.
N/A—414-414-100%$24.4K———
Crewe Advisors LLC
N/A—227-227-100%$13.4K———
Steward Partners Investment Advisory, LLC
N/A—116-116-100%$6.9K———
Fiduciary Financial Advisors
N/A—106-106-100%$6.1K———
UBS Group AG
N/A—56-56-100%$3.3K———
Kayne Anderson Rudnick Investment Management LLC
N/A—38-38-100%$2.3K———
Wiser Advisor Group LLC
N/A—20-20-100%$1.2K———
FMR LLC
N/A—18-18-100%$1.1K———
Strategic Wealth Partners, Ltd.
N/A—00—$24———
Showing 116 of 116 institutions