WisdomTree Trust - AGGY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,044,512 | 175,855 | 0.01% | 0.01% | 1 | +1,663,758 | 69.88% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 1,475,433 | 64,151 | 0.01% | 0.02% | 2 | -27,767 | -1.85% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,334,752 | 58,035 | 0.07% | 0.08% | 3 | +76,277 | 6.06% | Q2 2026 | Aug 19, 2026 |
| CWM, LLC | History | No change | 1,286,071 | 55,879 | 0.15% | 0.15% | 4 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 1,138,628 | 49,489 | 0.15% | 0.12% | 5 | +550,839 | 93.71% | Q2 2026 | Aug 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 779,212 | 33,880 | 0.33% | 0.34% | 6 | +103,296 | 15.28% | Q2 2026 | Aug 05, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 674,986 | 29,348 | 5.33% | 5.85% | 7 | -11,108 | -1.62% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 629,921 | 27,388 | 0.0% | 0.0% | 8 | +44,986 | 7.69% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 571,723 | 24,858 | 0.02% | 0.03% | 9 | -55,301 | -8.82% | Q2 2026 | Aug 05, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 487,680 | 21,204 | 1.05% | 1.23% | 10 | -19,945 | -3.93% | Q2 2026 | Jul 28, 2026 |
| MORGAN STANLEY | History | Added to | 416,811 | 18,122 | 0.0% | 0.0% | 11 | +152,483 | 57.69% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 374,726 | 16,293 | 0.0% | 0.0% | 12 | +91,391 | 32.26% | Q2 2026 | Aug 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 329,835 | 14,341 | 0.52% | 0.56% | 13 | +9,236 | 2.88% | Q2 2026 | Aug 14, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 282,749 | 12,048 | 2.42% | 2.6% | 14 | +17,899 | 6.76% | Q2 2026 | Jul 27, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 271,805 | 11,818 | 0.14% | 0.16% | 15 | +4,392 | 1.64% | Q2 2026 | Aug 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 268,095 | 11,656 | 0.13% | 0.14% | 16 | +10,054 | 3.9% | Q2 2026 | Jul 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 251,297 | 10,977 | 0.36% | 0.39% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 246,679 | 10,725 | 0.0% | 0.0% | 18 | -18,112 | -6.84% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 224,614 | 9,765 | 0.99% | — | 19 | +224,614 | New | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 207,623 | 9,027 | 0.01% | 0.01% | 20 | -1,774 | -0.85% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Reduced | 200,155 | 8,702 | 0.09% | 0.13% | 21 | -63,331 | -24.04% | Q2 2026 | Jul 28, 2026 |
| Broussard Financial Group LLC | History | Reduced | 179,767 | 7,816 | 6.26% | 6.38% | 22 | -3,866 | -2.11% | Q2 2026 | Jul 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 158,989 | 6,912 | 0.06% | 0.08% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 154,207 | 6,704 | 0.1% | 0.12% | 24 | +2,495 | 1.64% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 142,257 | 6,185 | 0.03% | 0.09% | 25 | -289,602 | -67.06% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 141,479 | 6,151 | 0.01% | 0.01% | 26 | +5,926 | 4.37% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 136,717 | 5,944 | 0.01% | 0.01% | 27 | +54,098 | 65.48% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 123,312 | 5,361 | 0.0% | 0.0% | 28 | +3,589 | 3.0% | Q2 2026 | Aug 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 118,986 | 5,173 | 0.0% | 0.0% | 29 | +2,947 | 2.54% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 113,538 | 4,936 | 0.33% | 0.35% | 30 | +6,751 | 6.32% | Q2 2026 | Jul 21, 2026 |
| Oxinas Partners, LLC | History | Added to | 112,861 | 4,907 | 1.93% | 2.21% | 31 | +1,669 | 1.5% | Q2 2026 | Jul 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 107,327 | 4,688 | 0.0% | 0.0% | 32 | -437 | -0.41% | Q2 2026 | Aug 12, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 103,998 | 4,521 | 1.78% | 2.04% | 33 | +2,708 | 2.67% | Q2 2026 | Jul 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 82,217 | 3,574 | 0.01% | 0.01% | 34 | +1,650 | 2.05% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 80,302 | 3,491 | 0.01% | 0.01% | 35 | +26,092 | 48.13% | Q2 2026 | Aug 07, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 74,496 | 3,239 | 0.9% | 0.95% | 36 | +655 | 0.89% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 73,837 | 3,210 | 0.0% | — | 37 | +73,837 | New | Q2 2026 | Aug 14, 2026 |
| Sharper & Granite LLC | History | Added to | 71,391 | 3,104 | 0.96% | 1.0% | 38 | +3,819 | 5.65% | Q2 2026 | Jul 16, 2026 |
| WealthPoint Financial, LLC | History | Added to | 67,808 | 2,948 | 2.15% | 2.46% | 39 | +164 | 0.24% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 66,743 | 2,902 | 0.01% | 0.02% | 40 | -32,255 | -32.58% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | Reduced | 65,630 | 2,853 | 0.0% | 0.01% | 41 | -63,398 | -49.14% | Q2 2026 | Aug 13, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 63,927 | 2,779 | 1.26% | 1.35% | 42 | +68 | 0.11% | Q2 2026 | Aug 07, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 62,597 | 2,721 | 0.17% | 0.23% | 43 | -9,610 | -13.31% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 59,220 | 2,574 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 57,002 | 2,478 | 0.03% | 0.04% | 45 | +1,138 | 2.04% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 55,158 | 2,398 | 0.01% | 0.01% | 46 | +21,359 | 63.19% | Q2 2026 | Aug 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 51,718 | 2,248 | 0.03% | 0.03% | 47 | +279 | 0.54% | Q2 2026 | Jul 15, 2026 |
| AE Wealth Management LLC | History | Added to | 50,703 | 2,204 | 0.01% | 0.01% | 48 | +3,769 | 8.03% | Q2 2026 | Aug 03, 2026 |
| Heck Capital Advisors, LLC | History | New | 48,109 | 2,091 | 0.12% | — | 49 | +48,109 | New | Q2 2026 | Jul 10, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 43,792 | 1,904 | 0.17% | 0.2% | 50 | +2,211 | 5.32% | Q2 2026 | Jul 22, 2026 |
| Trilogy Capital Inc. | History | Added to | 43,232 | 1,879 | 0.07% | 0.08% | 51 | +1,162 | 2.76% | Q2 2026 | Jul 02, 2026 |
| JT Stratford LLC | History | Added to | 42,730 | 1,857 | 0.2% | 0.21% | 52 | +4,724 | 12.43% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | Added to | 35,708 | 1,553 | 0.0% | 0.0% | 53 | +1,858 | 5.49% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 35,680 | 1,551 | 0.01% | 0.02% | 54 | -12,021 | -25.2% | Q2 2026 | Jul 27, 2026 |
| W.H. Cornerstone Investments Inc. | History | New | 31,017 | 1,348 | 0.76% | — | 55 | +31,017 | New | Q2 2026 | Aug 07, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 30,997 | 1,347 | 0.26% | 0.15% | 56 | +12,648 | 68.93% | Q2 2026 | Jul 28, 2026 |
| Waverly Advisors, LLC | History | Added to | 29,466 | 1,281 | 0.01% | 0.01% | 57 | +9,589 | 48.24% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | New | 29,137 | 1,266 | 0.0% | — | 58 | +29,137 | New | Q2 2026 | Aug 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 28,863 | 1,254 | 0.04% | 0.04% | 59 | +3,448 | 13.57% | Q2 2026 | Jul 31, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 28,203 | 1,226 | 0.12% | 0.11% | 60 | +5,028 | 21.7% | Q2 2026 | Jul 24, 2026 |
| Bank of New York Mellon Corp | History | Added to | 28,195 | 1,225 | 0.0% | 0.0% | 61 | +9,356 | 49.66% | Q2 2026 | Aug 06, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 27,661 | 1,202 | 0.01% | 0.02% | 62 | -1,067 | -3.71% | Q2 2026 | Aug 12, 2026 |
| Empirical Asset Management, LLC | History | Added to | 26,589 | 1,156 | 0.26% | 0.29% | 63 | +1,484 | 5.91% | Q2 2026 | Aug 10, 2026 |
| Bison Wealth, LLC | History | Reduced | 25,506 | 1,109 | 0.1% | 0.12% | 64 | -2,512 | -8.97% | Q2 2026 | Jul 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 25,018 | 1,091 | 0.0% | 0.0% | 65 | +2,704 | 12.12% | Q2 2026 | Aug 14, 2026 |
| David Kennon Inc | History | Reduced | 24,427 | 1,062 | 0.35% | 0.4% | 66 | -1,187 | -4.63% | Q2 2026 | Jul 22, 2026 |
| WIN ADVISORS, INC | History | Added to | 23,903 | 1,039 | 0.37% | 0.46% | 67 | +598 | 2.57% | Q2 2026 | Aug 04, 2026 |
| Winch Advisory Services, LLC | History | Added to | 22,542 | 980 | 0.2% | 0.2% | 68 | +2,380 | 11.8% | Q2 2026 | Aug 06, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 21,555 | 941 | 0.1% | 0.15% | 69 | -4,640 | -17.71% | Q2 2026 | Aug 03, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 21,061 | 915 | 0.05% | 0.07% | 70 | -22,516 | -51.67% | Q2 2026 | Aug 04, 2026 |
| WEBSTER BANK, N. A. | History | No change | 20,628 | 896 | 0.08% | 0.08% | 71 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 19,900 | 865 | 0.08% | 0.09% | 72 | +278 | 1.42% | Q2 2026 | Aug 11, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 19,587 | 851 | 0.32% | 0.42% | 73 | -3,693 | -15.86% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 18,534 | 806 | 0.01% | 0.01% | 74 | +1,402 | 8.18% | Q2 2026 | Jul 20, 2026 |
| Diversify Advisory Services, LLC | History | New | 18,326 | 785 | 0.01% | — | 76 | +18,326 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 18,326 | 785 | 0.01% | 0.01% | 75 | +55 | 0.3% | Q2 2026 | Jul 29, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 17,536 | 762 | 0.13% | 0.19% | 77 | -5,972 | -25.4% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,225 | 748 | 0.0% | 0.0% | 78 | -50,967 | -74.74% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 17,025 | 740 | 0.0% | 0.0% | 79 | -91 | -0.53% | Q2 2026 | Aug 13, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 16,552 | 719 | 0.23% | 0.28% | 80 | -1,275 | -7.15% | Q2 2026 | Jul 07, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 15,784 | 686 | 0.06% | 0.06% | 81 | +906 | 6.09% | Q2 2026 | Jul 16, 2026 |
| Summit Financial, LLC | History | Reduced | 15,329 | 666 | 0.01% | 0.01% | 82 | -905 | -5.57% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 15,219 | 661 | 0.0% | 0.0% | 83 | -54,654 | -78.22% | Q2 2026 | Sep 02, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 14,727 | 640 | 0.01% | 0.02% | 84 | -449 | -2.96% | Q2 2026 | Jul 29, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 14,317 | 622 | 0.15% | 0.17% | 85 | +267 | 1.9% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,926 | 605 | 0.0% | 0.0% | 86 | +4,016 | 40.52% | Q2 2026 | Jul 17, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 13,878 | 603 | 0.28% | 0.44% | 87 | -6,089 | -30.5% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | New | 13,836 | 601 | 0.01% | — | 88 | +13,836 | New | Q2 2026 | Aug 06, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 13,021 | 566 | 0.1% | 0.11% | 89 | -139 | -1.06% | Q2 2026 | Jul 22, 2026 |
| NewSquare Capital LLC | History | Added to | 12,945 | 562 | 0.04% | 0.05% | 90 | +195 | 1.53% | Q2 2026 | Jul 28, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 12,925 | 561 | 0.03% | 0.03% | 91 | +142 | 1.11% | Q2 2026 | Aug 14, 2026 |
| EJMK Ventures LLC | History | Reduced | 12,592 | 547 | 0.25% | 0.43% | 92 | -5,318 | -29.69% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 12,572 | 546 | 0.01% | 0.01% | 93 | +47 | 0.38% | Q2 2026 | Jul 09, 2026 |
| Worth Asset Management, LLC | History | Added to | 12,231 | 531 | 0.17% | 0.2% | 94 | +42 | 0.34% | Q2 2026 | Jul 08, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 11,914 | 518 | 0.02% | 0.02% | 95 | +1,651 | 16.09% | Q2 2026 | Aug 14, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 11,831 | 514 | 0.1% | 0.12% | 96 | -532 | -4.3% | Q2 2026 | Aug 05, 2026 |
| TWIN CAPITAL MANAGEMENT INC | History | New | 11,536 | 501 | 0.05% | — | 97 | +11,536 | New | Q2 2026 | Aug 06, 2026 |
| Hopwood Nicholas Hunter | History | Added to | 11,259 | 489 | 0.13% | 0.14% | 98 | +1,155 | 11.43% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 11,090 | 482 | 0.0% | 0.0% | 99 | -9 | -0.08% | Q2 2026 | Sep 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 11,034 | 479 | 0.01% | 0.01% | 100 | +392 | 3.68% | Q2 2026 | Aug 10, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 10,753 | 467 | 0.3% | 0.35% | 101 | -82 | -0.76% | Q2 2026 | Jul 28, 2026 |
| PSI Advisors, LLC | History | Reduced | 10,081 | 438 | 0.1% | 0.13% | 102 | -2,727 | -21.29% | Q2 2026 | Aug 03, 2026 |
| Merit Financial Group, LLC | History | Reduced | 9,622 | 418 | 0.0% | 0.03% | 103 | -98,410 | -91.09% | Q2 2026 | Jul 20, 2026 |
| Avestar Capital, LLC | History | Reduced | 9,628 | 418 | 0.02% | 0.04% | 104 | -5,302 | -35.51% | Q2 2026 | Jul 29, 2026 |
| Larson Financial Group LLC | History | Reduced | 9,578 | 416 | 0.01% | 0.01% | 105 | -291 | -2.95% | Q2 2026 | Aug 14, 2026 |
| Sun Financial Inc | History | Reduced | 9,398 | 401 | 0.19% | 0.25% | 106 | -1,962 | -17.27% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 8,402 | 365 | 0.0% | 0.0% | 107 | -763 | -8.33% | Q2 2026 | Aug 06, 2026 |
| Advisory Solutions Group, LLC | History | New | 8,001 | 347 | 0.12% | — | 108 | +8,001 | New | Q2 2026 | Jul 29, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 7,973 | 346 | 0.2% | 0.26% | 109 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CVA Family Office, LLC | History | No change | 7,895 | 343 | 0.03% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Team Financial Group, LLC | History | Reduced | 7,051 | 306 | 0.13% | 0.14% | 111 | -14 | -0.2% | Q2 2026 | Jul 10, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 6,931 | 301 | 0.01% | 0.02% | 112 | -461 | -6.24% | Q2 2026 | Aug 06, 2026 |
| FORM Wealth Advisors, LLC | History | Added to | 6,890 | 299 | 0.03% | 0.03% | 113 | +75 | 1.1% | Q2 2026 | Jul 10, 2026 |
| United Advisor Group, LLC | History | Added to | 6,757 | 293 | 0.03% | 0.04% | 114 | +42 | 0.63% | Q2 2026 | Jul 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 6,687 | 290 | 0.01% | 0.01% | 115 | +1,296 | 24.04% | Q2 2026 | Jul 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 6,506 | 282 | 0.01% | 0.02% | 116 | +237 | 3.78% | Q2 2026 | Jul 28, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 6,338 | 275 | 0.01% | 0.01% | 117 | -756 | -10.66% | Q2 2026 | Jul 06, 2026 |
| Gambit Capital Management, LLC | History | New | 6,295 | 273 | 0.16% | — | 118 | +6,295 | New | Q2 2026 | Aug 11, 2026 |
| Retireful, LLC | History | New | 6,191 | 269 | 0.25% | — | 119 | +6,191 | New | Q2 2026 | Jul 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 6,173 | 268 | 0.0% | 0.0% | 120 | +809 | 15.08% | Q2 2026 | Aug 06, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 6,173 | 268 | 0.12% | 0.12% | 121 | +809 | 15.08% | Q2 2026 | Jul 13, 2026 |
| Acorn Wealth Advisors, LLC | History | New | 6,095 | 265 | 0.06% | — | 122 | +6,095 | New | Q2 2026 | Jul 30, 2026 |
| Town Capital LLC | History | Reduced | 6,007 | 261 | 0.17% | 0.23% | 123 | -623 | -9.4% | Q2 2026 | Jul 27, 2026 |
| HF Advisory Group, LLC | History | Added to | 5,844 | 254 | 0.08% | 0.08% | 124 | +268 | 4.81% | Q2 2026 | Jul 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 5,814 | 253 | 0.01% | 0.01% | 125 | +452 | 8.43% | Q2 2026 | Aug 17, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 5,693 | 247 | 0.12% | 0.14% | 126 | -193 | -3.28% | Q2 2026 | Jul 22, 2026 |
| Western Wealth Management, LLC | History | Reduced | 5,562 | 241 | 0.01% | 0.01% | 127 | -653 | -10.51% | Q2 2026 | Aug 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 5,468 | 237 | 0.04% | 0.07% | 128 | -2,269 | -29.33% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 5,216 | 226 | 0.0% | — | 129 | +5,216 | New | Q2 2026 | Jul 29, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 5,076 | 220 | 0.01% | 0.01% | 130 | +27 | 0.53% | Q2 2026 | Jul 29, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 4,889 | 212 | 0.02% | 0.02% | 131 | -8 | -0.16% | Q2 2026 | Jul 31, 2026 |
| Redwood Investment Management, LLC | History | New | 4,715 | 205 | 0.02% | — | 132 | +4,715 | New | Q2 2026 | Aug 14, 2026 |
| SWMG, LLC | History | Reduced | 4,726 | 203 | 0.05% | 0.08% | 133 | -1,810 | -27.69% | Q2 2026 | Jul 15, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 4,634 | 201 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 3,801 | 165 | 0.1% | 0.12% | 135 | +57 | 1.52% | Q2 2026 | Jul 21, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 3,627 | 157 | 0.08% | 0.09% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,304 | 144 | 0.0% | 0.0% | 137 | +365 | 12.42% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,944 | 128 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Breakwater Investment Management | History | Reduced | 2,675 | 116 | 0.04% | 0.05% | 139 | -587 | -18.0% | Q2 2026 | Aug 06, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 2,623 | 114 | 0.05% | — | 140 | +2,623 | New | Q2 2026 | Aug 07, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,355 | 102 | 0.0% | 0.0% | 141 | -498 | -17.46% | Q2 2026 | Jul 22, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,057 | 89 | 0.02% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Covestor Ltd | History | Reduced | 1,886 | 82 | 0.05% | 0.06% | 144 | -205 | -9.8% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,887 | 82 | 0.0% | 0.0% | 143 | +40 | 2.17% | Q2 2026 | Aug 05, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 1,721 | 74 | 0.01% | 0.02% | 145 | -3,469 | -66.84% | Q2 2026 | Jul 28, 2026 |
| IMA Advisory Services, Inc. | History | New | 1,400 | 60 | 0.0% | — | 146 | +1,400 | New | Q2 2026 | Aug 10, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 1,141 | 49 | 0.01% | 0.02% | 147 | +10 | 0.88% | Q2 2026 | Jul 21, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 1,025 | 44 | 0.02% | 0.04% | 148 | -229 | -18.26% | Q2 2026 | Jul 16, 2026 |
| Geneos Wealth Management Inc. | History | New | 900 | 39 | 0.0% | — | 149 | +900 | New | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 844 | 36 | 0.0% | — | 150 | +844 | New | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | Added to | 692 | 30 | 0.0% | 0.0% | 151 | +3 | 0.44% | Q2 2026 | Aug 11, 2026 |
| Key FInancial Inc | History | No change | 573 | 24 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 528 | 22 | 0.0% | 0.0% | 153 | -221 | -29.51% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 491 | 21 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tidemark, LLC | History | No change | 500 | 21 | 0.0% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | Added to | 447 | 19 | 0.0% | 0.0% | 156 | +117 | 35.45% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 436 | 18 | 0.0% | 0.0% | 157 | -42 | -8.79% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 332 | 14 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caldwell Trust Co | History | No change | 300 | 13 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 219 | 9 | 0.0% | 0.0% | 160 | +3 | 1.39% | Q2 2026 | Jul 24, 2026 |
| PRIVATE TRUST CO NA | History | No change | 209 | 9 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ameritas Advisory Services, LLC | History | New | 197 | 8 | 0.0% | — | 162 | +197 | New | Q2 2026 | Aug 14, 2026 |
| MCDONALD PARTNERS LLC | History | New | 173 | 7 | 0.0% | — | 164 | +173 | New | Q2 2026 | Jul 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 163 | 7 | 0.0% | 0.0% | 163 | -7 | -4.12% | Q2 2026 | Jul 23, 2026 |
| Costello Asset Management, INC | History | Added to | 139 | 6 | 0.0% | 0.0% | 165 | +1 | 0.72% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | Reduced | 128 | 5 | 0.0% | 0.0% | 166 | -3,725 | -96.68% | Q2 2026 | Aug 03, 2026 |
| NBT BANK, N.A. | History | No change | 100 | 4 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Planning Strategies Inc. | History | New | 88 | 3 | 0.0% | — | 168 | +88 | New | Q2 2026 | Jul 27, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 46 | 2 | 0.0% | 0.06% | 169 | -4,437 | -98.97% | Q2 2026 | Aug 07, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.22% | — | -67,064 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.02% | — | -34,393 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -29,804 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,290 | -100.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,210 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,845 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,707 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.06% | — | -4,483 | -100.0% | Q2 2026 | Aug 07, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -190 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -172 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Elevated Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -169 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Continuum Advisory, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q2 2026 | Aug 06, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 21 | 0 | — | — | — | +6 | 40.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |