Bankwell Financial Group, Inc. - BWFG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 493,180 | 28,974 | 0.0% | 0.0% | 1 | +12,875 | 2.68% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 329,747 | 19,373 | 0.0% | 0.0% | 2 | +10,506 | 3.29% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 277,398 | 16,297 | 0.0% | 0.0% | 3 | -5,514 | -1.95% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 232,761 | 13,666 | 0.02% | 0.01% | 4 | +68,083 | 41.34% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 167,476 | 9,841 | 0.0% | 0.0% | 5 | +11,260 | 7.21% | Q2 2026 | Aug 12, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Reduced | 166,709 | 9,794 | 1.78% | 1.76% | 6 | -1,291 | -0.77% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 158,198 | 9,294 | 0.0% | 0.0% | 7 | +52,207 | 49.26% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 146,182 | 8,588 | 0.0% | 0.0% | 8 | +15,356 | 11.74% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 118,419 | 6,957 | 0.01% | 0.0% | 9 | +33,349 | 39.2% | Q2 2026 | Aug 14, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 116,138 | 6,823 | 1.65% | 1.46% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 111,000 | 6,521 | 0.15% | 0.14% | 11 | +5,100 | 4.82% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 108,960 | 6,401 | 0.0% | 0.0% | 12 | +57,990 | 113.77% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 94,520 | 5,553 | 0.0% | 0.0% | 13 | +28,203 | 42.53% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 93,748 | 5,507 | 0.01% | 0.01% | 14 | -13,800 | -12.83% | Q2 2026 | Aug 13, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 90,423 | 5,312 | 0.88% | 0.87% | 15 | -6,000 | -6.22% | Q2 2026 | Aug 13, 2026 |
| GM Advisory Group, LLC | History | No change | 106,498 | 5,167 | 0.2% | 0.2% | 16 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Wealthspire Advisors, LLC | History | New | 87,538 | 5,142 | 0.03% | — | 17 | +87,538 | New | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | Added to | 80,322 | 4,718 | 0.0% | 0.0% | 18 | +12,930 | 19.19% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 74,260 | 4,362 | 0.0% | 0.0% | 19 | +21,599 | 41.02% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 73,456 | 4,315 | 0.0% | 0.0% | 20 | -17,304 | -19.07% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 69,593 | 4,089 | 0.01% | 0.01% | 21 | -107 | -0.15% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 67,349 | 3,956 | 0.0% | 0.0% | 22 | -2,488 | -3.56% | Q2 2026 | Jul 29, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 53,793 | 3,160 | 0.06% | 0.05% | 23 | -1,151 | -2.09% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 46,465 | 2,729 | 0.0% | 0.0% | 24 | +1,142 | 2.52% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 40,981 | 2,407 | 0.0% | 0.0% | 25 | +2,151 | 5.54% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | Added to | 32,191 | 1,891 | 0.01% | 0.01% | 26 | +2,249 | 7.51% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 31,421 | 1,845 | 0.02% | 0.02% | 27 | +3,681 | 13.27% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 30,321 | 1,781 | 0.0% | 0.0% | 28 | -2,785 | -8.41% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | Reduced | 28,856 | 1,695 | 0.01% | 0.01% | 29 | -1,315 | -4.36% | Q2 2026 | Aug 14, 2026 |
| Informed Momentum Co LLC | History | Reduced | 26,981 | 1,585 | 0.14% | 0.16% | 30 | -1,111 | -3.95% | Q2 2026 | Aug 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 26,901 | 1,580 | 0.69% | — | 31 | +26,901 | New | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 24,967 | 1,493 | 0.0% | 0.0% | 32 | +1,555 | 6.64% | Q2 2026 | Aug 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 24,902 | 1,462 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 28,681 | 1,391 | 0.0% | 0.0% | 34 | +1,420 | 5.21% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 23,446 | 1,377 | 0.0% | 0.0% | 35 | +1,135 | 5.09% | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 23,124 | 1,358 | 0.0% | 0.0% | 36 | -18,218 | -44.07% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Added to | 22,223 | 1,305 | 0.0% | 0.0% | 37 | +320 | 1.46% | Q2 2026 | Aug 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 21,835 | 1,282 | 0.0% | 0.0% | 38 | +7,237 | 49.58% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 21,323 | 1,252 | 0.02% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 19,818 | 1,164 | 0.0% | 0.0% | 40 | +118 | 0.6% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 18,894 | 1,110 | 0.02% | 0.03% | 41 | -6,109 | -24.43% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 17,598 | 1,033 | 0.0% | 0.0% | 42 | +506 | 2.96% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 16,052 | 943 | 0.0% | 0.0% | 43 | +7,408 | 85.7% | Q2 2026 | Sep 02, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 15,237 | 895 | 0.15% | 0.12% | 44 | +1,167 | 8.29% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 14,940 | 877 | 0.0% | 0.0% | 45 | -2,940 | -16.44% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 14,102 | 828 | 0.0% | 0.0% | 46 | -3,544 | -20.08% | Q2 2026 | Aug 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Added to | 10,358 | 608 | 0.04% | 0.04% | 47 | +884 | 9.33% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | Added to | 10,167 | 597 | 0.05% | 0.04% | 48 | +186 | 1.86% | Q2 2026 | Aug 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 9,605 | 564 | 0.0% | 0.0% | 49 | +3,728 | 63.43% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 9,359 | 554 | 0.0% | 0.0% | 50 | +8,629 | 1182.05% | Q2 2026 | Aug 06, 2026 |
| Sierra Capital LLC | History | Added to | 9,402 | 552 | 0.05% | 0.05% | 51 | +37 | 0.4% | Q2 2026 | Aug 13, 2026 |
| Bridge City Capital, LLC | History | Reduced | 9,130 | 536 | 0.12% | 0.13% | 52 | -876 | -8.75% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | Added to | 8,362 | 491 | 0.0% | 0.0% | 53 | +2,042 | 32.31% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 8,290 | 487 | 0.0% | 0.0% | 54 | -2,522 | -23.33% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 7,967 | 468 | 0.0% | 0.0% | 55 | -1,121 | -12.33% | Q2 2026 | Aug 11, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 7,843 | 460 | 0.02% | 0.01% | 56 | +3,447 | 78.41% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | New | 7,690 | 451 | 0.01% | — | 57 | +7,690 | New | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 7,597 | 446 | 0.0% | 0.0% | 58 | +3,337 | 78.33% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 7,427 | 436 | 0.01% | 0.02% | 59 | -5,519 | -42.63% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,406 | 435 | 0.0% | 0.0% | 60 | +2,368 | 47.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 6,911 | 406 | 0.0% | 0.0% | 61 | +561 | 8.83% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | New | 6,576 | 386 | 0.0% | — | 62 | +6,576 | New | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 5,922 | 347 | 0.0% | 0.0% | 63 | +1,286 | 27.74% | Q2 2026 | Aug 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 5,820 | 341 | 0.0% | 0.0% | 64 | -7,370 | -55.88% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Added to | 5,644 | 331 | 0.0% | 0.0% | 65 | +538 | 10.54% | Q2 2026 | Aug 03, 2026 |
| Essex Financial Services, Inc. | History | Added to | 5,634 | 330 | 0.02% | 0.02% | 66 | +23 | 0.41% | Q2 2026 | Aug 10, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 5,355 | 314 | 0.0% | 0.0% | 67 | -1,466 | -21.49% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | New | 5,174 | 303 | 0.0% | — | 68 | +5,174 | New | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 5,112 | 301 | 0.0% | 0.0% | 69 | -523 | -9.28% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 5,025 | 295 | 0.0% | — | 70 | +5,025 | New | Q2 2026 | Aug 19, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 5,000 | 293 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 4,959 | 291 | 0.0% | 0.0% | 72 | +15 | 0.3% | Q2 2026 | Jul 28, 2026 |
| Daytona Street Capital LLC | History | No change | 5,000 | 288 | 0.21% | 0.19% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 4,573 | 268 | 0.0% | 0.0% | 74 | -15,297 | -76.99% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | New | 4,519 | 265 | 0.0% | — | 75 | +4,519 | New | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | New | 4,500 | 264 | 0.0% | — | 76 | +4,500 | New | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,317 | 254 | 0.0% | 0.0% | 77 | +175 | 4.23% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 4,029 | 236 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PDT Partners, LLC | History | New | 4,000 | 235 | 0.01% | — | 80 | +4,000 | New | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 3,993 | 235 | 0.01% | — | 79 | +3,993 | New | Q2 2026 | Aug 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 3,850 | 226 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | New | 3,696 | 217 | 0.01% | — | 82 | +3,696 | New | Q2 2026 | Jul 29, 2026 |
| Engineers Gate Manager LP | History | New | 3,590 | 210 | 0.0% | — | 84 | +3,590 | New | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | New | 3,578 | 210 | 0.0% | — | 83 | +3,578 | New | Q2 2026 | Aug 07, 2026 |
| Tidal Investments LLC | History | Reduced | 3,545 | 208 | 0.0% | 0.0% | 85 | -7,973 | -69.22% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,351 | 196 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | Added to | 3,213 | 188 | 0.0% | 0.0% | 87 | +2,757 | 604.61% | Q2 2026 | Aug 03, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 3,042 | 178 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 3,000 | 176 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Key FInancial Inc | History | No change | 2,900 | 170 | 0.03% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,876 | 168 | 0.0% | 0.0% | 91 | -397 | -12.13% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 2,794 | 164 | 0.0% | 0.0% | 92 | -370 | -11.69% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 1,689 | 99 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 1,914 | 92 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,492 | 87 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 818 | 48 | 0.0% | 0.0% | 96 | -929 | -53.18% | Q2 2026 | Aug 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 762 | 44 | 0.0% | — | 97 | +762 | New | Q2 2026 | Jul 22, 2026 |
| Legal & General Group Plc | History | No change | 637 | 37 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 557 | 32 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 458 | 27 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| State of Alaska, Department of Revenue | History | No change | 429 | 25 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | Added to | 247 | 14 | 0.0% | 0.0% | 103 | +214 | 648.48% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | Added to | 253 | 14 | 0.0% | 0.0% | 102 | +182 | 256.34% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 119 | 6 | 0.0% | — | 105 | +109 | 1090.0% | Q2 2026 | Jul 20, 2026 |
| Sterling Capital Management LLC | History | Reduced | 110 | 6 | 0.0% | 0.0% | 104 | -86 | -43.88% | Q2 2026 | Jul 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 84 | 4 | 0.0% | 0.0% | 107 | -276 | -76.67% | Q2 2026 | Aug 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 85 | 4 | 0.0% | 0.0% | 106 | +28 | 49.12% | Q2 2026 | Aug 07, 2026 |
| Essential Partners LLC | History | Reduced | 53 | 3 | 0.0% | 0.0% | 110 | -26 | -32.91% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 57 | 3 | 0.0% | 0.0% | 108 | +23 | 67.65% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | No change | 63 | 3 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 43 | 2 | 0.0% | 0.0% | 112 | +21 | 95.45% | Q2 2026 | Jul 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 43 | 2 | 0.0% | 0.0% | 114 | +5 | 13.16% | Q2 2026 | Jul 17, 2026 |
| Fortitude Family Office, LLC | History | Added to | 44 | 2 | 0.0% | 0.0% | 113 | +2 | 4.76% | Q2 2026 | Jul 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 36 | 2 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 22 | 1 | 0.0% | 0.0% | 119 | -48 | -68.57% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 31 | 1 | 0.0% | — | 117 | +18 | 138.46% | Q2 2026 | Jul 24, 2026 |
| Covestor Ltd | History | New | 9 | 1 | 0.0% | — | 120 | +9 | New | Q2 2026 | Aug 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 18 | 1 | 0.0% | — | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 30 | 1 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning Group LLC | History | No change | 17 | 1 | 0.0% | — | 118 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,690 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,978 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,636 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,545 | -100.0% | Q2 2026 | Aug 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -126 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Kemnay Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Parallel Advisors, LLC | History | Reduced | 17 | 0 | — | 0.0% | — | -24 | -58.54% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Jul 22, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 12 | 0 | — | — | — | +5 | 71.43% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 12 | 0 | — | — | — | +3 | 33.33% | Q2 2026 | Jul 22, 2026 |
| True Wealth Design, LLC | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q2 2026 | Jul 16, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |