WisdomTree Trust - DEM
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 9,858,269 | 489,857 | 0.03% | 0.02% | 1 | +918,909 | 10.28% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,100,731 | 352,835 | 0.03% | 0.02% | 2 | +1,165,485 | 19.64% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,226,103 | 160,305 | 0.03% | 0.03% | 3 | +191,112 | 6.3% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 2,239,151 | 111,263 | 0.03% | 0.03% | 4 | -26,345 | -1.16% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 2,165,387 | 107,598 | 0.07% | 0.07% | 5 | +45,171 | 2.13% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 1,968,230 | 97,801 | 0.01% | 0.01% | 6 | +50,609 | 2.64% | Q1 2026 | May 05, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,910,625 | 94,938 | 1.64% | 1.38% | 7 | +702,359 | 58.13% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,801,321 | 89,512 | 0.02% | 0.02% | 8 | -372,651 | -17.14% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,365,845 | 67,868 | 0.02% | 0.02% | 9 | +245,608 | 21.92% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 791,444 | 39,326 | 0.06% | 0.05% | 10 | +40,543 | 5.4% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 716,009 | 35,578 | 0.01% | 0.01% | 11 | -2,606 | -0.36% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 694,797 | 34,526 | 0.01% | 0.01% | 12 | +31,348 | 4.73% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 668,256 | 33,205 | 0.09% | 0.08% | 13 | +9,339 | 1.42% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 651,444 | 31,510 | 0.0% | 0.0% | 14 | -23,620 | -3.5% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 609,392 | 30,280 | 0.04% | 0.04% | 15 | -7,059 | -1.15% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 605,458 | 30,085 | 0.03% | 0.03% | 16 | +1,001 | 0.17% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 445,572 | 22,140 | 0.08% | 0.06% | 17 | +125,463 | 39.19% | Q1 2026 | Apr 30, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 418,760 | 20,808 | 0.42% | 0.39% | 18 | +9,171 | 2.24% | Q1 2026 | Apr 15, 2026 |
| ASPIRIANT, LLC | History | Reduced | 385,140 | 19,137 | 0.55% | 0.55% | 19 | -27,286 | -6.62% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 393,304 | 19,095 | 0.04% | 0.03% | 20 | -76,184 | -16.23% | Q1 2026 | Apr 08, 2026 |
| ASSETMARK, INC | History | Reduced | 379,386 | 18,851 | 0.04% | 0.04% | 21 | -3,195 | -0.84% | Q1 2026 | May 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 311,419 | 15,474 | 0.04% | 0.03% | 22 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 293,957 | 14,606 | 0.03% | 0.02% | 23 | +32,273 | 12.33% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 275,762 | 13,702 | 0.02% | 0.02% | 24 | -100,181 | -26.65% | Q1 2026 | May 13, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 273,448 | 13,587 | 0.6% | 0.56% | 25 | -12,696 | -4.44% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 268,050 | 13,319 | 0.02% | 0.02% | 26 | -1,175 | -0.44% | Q1 2026 | May 14, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 259,477 | 12,893 | 1.15% | — | 27 | +259,477 | New | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 252,166 | 12,530 | 0.01% | 0.02% | 28 | -192,717 | -43.32% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 249,416 | 12,393 | 0.15% | 0.14% | 29 | +8,199 | 3.4% | Q1 2026 | May 01, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 236,903 | 11,771 | 0.27% | 0.24% | 30 | +12,630 | 5.63% | Q1 2026 | May 12, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 251,601 | 11,752 | 1.05% | 1.05% | 31 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 241,593 | 11,284 | 0.0% | 0.0% | 32 | +9,132 | 3.93% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 217,932 | 10,829 | 0.01% | 0.01% | 33 | +14,685 | 7.23% | Q1 2026 | May 07, 2026 |
| M&T BANK CORP | History | Reduced | 211,339 | 10,501 | 0.04% | 0.03% | 34 | -6,695 | -3.07% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 185,817 | 9,233 | 0.06% | 0.04% | 35 | +40,767 | 28.11% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Reduced | 179,098 | 8,897 | 0.04% | 0.04% | 36 | -1,620 | -0.9% | Q1 2026 | May 15, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 172,169 | 8,555 | 2.41% | 3.56% | 37 | -66,338 | -27.81% | Q1 2026 | May 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 170,304 | 8,448 | 0.92% | 1.16% | 38 | +2,922 | 1.75% | Q1 2026 | Apr 10, 2026 |
| Inspire Advisors, LLC | History | Added to | 165,874 | 8,242 | 0.67% | 0.6% | 39 | +26,420 | 18.95% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 161,038 | 8,001 | 0.17% | 0.16% | 40 | +1,498 | 0.94% | Q1 2026 | Apr 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 140,914 | 7,002 | 0.04% | 0.04% | 41 | +2,296 | 1.66% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 134,898 | 6,703 | 0.02% | 0.01% | 42 | +57,384 | 74.03% | Q1 2026 | Apr 22, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 128,648 | 6,392 | 2.81% | 3.11% | 43 | -23,484 | -15.44% | Q1 2026 | Apr 29, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 122,252 | 6,366 | 0.41% | 0.55% | 44 | -48,956 | -28.59% | Q1 2026 | Apr 22, 2026 |
| Cheviot Value Management, LLC | History | Added to | 127,426 | 6,331 | 0.64% | 0.62% | 45 | +1,920 | 1.53% | Q1 2026 | May 12, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 127,333 | 6,327 | 0.65% | 0.6% | 46 | +874 | 0.69% | Q1 2026 | May 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 125,210 | 6,221 | 0.1% | 0.31% | 47 | -164,916 | -56.84% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 125,189 | 6,220 | 0.11% | 0.1% | 48 | +446 | 0.36% | Q1 2026 | May 04, 2026 |
| Empowered Funds, LLC | History | New | 124,826 | 6,202 | 0.04% | — | 49 | +124,826 | New | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 132,104 | 6,173 | 0.04% | 0.04% | 50 | +13,020 | 10.93% | Q1 2026 | May 15, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 106,014 | 5,551 | 2.2% | 2.34% | 51 | -13,014 | -10.93% | Q1 2026 | Apr 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 97,427 | 4,841 | 0.04% | 0.03% | 52 | +384 | 0.4% | Q1 2026 | May 13, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 95,610 | 4,750 | 4.55% | 4.35% | 53 | -2,904 | -2.95% | Q1 2026 | Apr 16, 2026 |
| Old Port Advisors | History | Added to | 91,990 | 4,570 | 1.05% | 0.84% | 54 | +19,081 | 26.17% | Q1 2026 | Apr 06, 2026 |
| FIFTH THIRD BANCORP | History | New | 89,765 | 4,460 | 0.01% | — | 55 | +89,765 | New | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Reduced | 87,112 | 4,328 | 0.0% | 0.01% | 56 | -22,016 | -20.17% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 83,494 | 4,148 | 0.02% | 0.02% | 57 | +1,732 | 2.12% | Q1 2026 | May 08, 2026 |
| Investors Research Corp | History | Added to | 81,745 | 4,061 | 0.78% | 0.63% | 58 | +8,479 | 11.57% | Q1 2026 | Apr 03, 2026 |
| COMERICA BANK | History | No change | 86,641 | 4,047 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 74,698 | 3,711 | 0.23% | 0.21% | 60 | +5,619 | 8.13% | Q1 2026 | Apr 27, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 74,554 | 3,704 | 0.21% | 0.22% | 61 | -3,651 | -4.67% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 73,741 | 3,664 | 0.03% | 0.03% | 62 | -748 | -1.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 73,531 | 3,654 | 0.01% | 0.01% | 63 | -14,478 | -16.45% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 72,508 | 3,602 | 0.05% | 0.1% | 64 | -78,339 | -51.93% | Q1 2026 | Apr 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 72,077 | 3,580 | 0.01% | 0.01% | 65 | +1,133 | 1.6% | Q1 2026 | May 14, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 70,107 | 3,483 | 1.54% | 1.45% | 66 | +2,696 | 4.0% | Q1 2026 | May 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 67,941 | 3,375 | 0.04% | 0.04% | 67 | +4,021 | 6.29% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 64,859 | 3,221 | 0.08% | 0.33% | 68 | -179,419 | -73.45% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 64,736 | 3,216 | 0.02% | 0.03% | 69 | -33,232 | -33.92% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 63,815 | 3,141 | 0.0% | 0.0% | 70 | +3,066 | 5.05% | Q1 2026 | May 15, 2026 |
| Moran Wealth Management, LLC | History | Added to | 62,890 | 3,125 | 0.1% | 0.06% | 71 | +21,582 | 52.25% | Q1 2026 | Apr 27, 2026 |
| Freedom Day Solutions, LLC | History | Added to | 62,234 | 3,092 | 0.83% | 0.3% | 72 | +38,753 | 165.04% | Q1 2026 | May 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 62,005 | 3,081 | 0.1% | 0.06% | 73 | +5,492 | 9.72% | Q1 2026 | Apr 23, 2026 |
| Good Harbor Advisors, Inc. | History | Added to | 60,787 | 3,020 | 3.3% | 2.38% | 74 | +16,937 | 38.62% | Q1 2026 | May 05, 2026 |
| Summit Global Investments | History | Reduced | 58,169 | 2,890 | 0.17% | 0.19% | 75 | -9,471 | -14.0% | Q1 2026 | May 07, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 58,025 | 2,883 | 1.53% | 1.46% | 76 | +1,384 | 2.44% | Q1 2026 | Apr 24, 2026 |
| Apeiron RIA LLC | History | Reduced | 55,650 | 2,765 | 0.64% | 0.61% | 77 | -4,563 | -7.58% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 53,853 | 2,675 | 0.0% | 0.0% | 78 | +1,454 | 2.77% | Q1 2026 | May 05, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 53,355 | 2,651 | 0.0% | 0.0% | 79 | +18,070 | 51.21% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 52,693 | 2,618 | 0.01% | 0.02% | 80 | -6,788 | -11.41% | Q1 2026 | May 05, 2026 |
| SG Trading Solutions, LLC | History | No change | 54,618 | 2,551 | 0.59% | 0.59% | 81 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| FMR LLC | History | Reduced | 49,927 | 2,480 | 0.0% | 0.0% | 82 | -1,026 | -2.01% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 49,578 | 2,463 | 0.01% | 0.01% | 83 | -38,575 | -43.76% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Reduced | 46,132 | 2,292 | 0.03% | 0.03% | 84 | -78 | -0.17% | Q1 2026 | May 15, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Added to | 61,450 | 2,235 | 1.04% | 1.01% | 85 | +16,150 | 35.65% | Q1 2026 | Apr 22, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 44,168 | 2,194 | 0.07% | 0.06% | 86 | +1,346 | 3.14% | Q1 2026 | Apr 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 43,401 | 2,156 | 0.11% | 0.07% | 87 | +16,667 | 62.34% | Q1 2026 | May 07, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 42,115 | 2,092 | 1.22% | 1.18% | 88 | +1,485 | 3.65% | Q1 2026 | Apr 15, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 39,747 | 1,975 | 0.19% | 0.18% | 89 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CITIGROUP INC | History | Reduced | 39,552 | 1,965 | 0.0% | 0.0% | 90 | -3,147 | -7.37% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 39,179 | 1,946 | 0.04% | 0.03% | 91 | +6,973 | 21.65% | Q1 2026 | Apr 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 38,669 | 1,921 | 0.1% | 0.11% | 92 | +507 | 1.33% | Q1 2026 | Apr 16, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 38,200 | 1,898 | 0.11% | 0.1% | 93 | +3,694 | 10.71% | Q1 2026 | Apr 29, 2026 |
| GREENLEAF TRUST | History | Reduced | 36,920 | 1,834 | 0.02% | 0.02% | 94 | -2,237 | -5.71% | Q1 2026 | Apr 27, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 36,669 | 1,822 | 1.46% | 1.12% | 95 | -1,526 | -4.0% | Q1 2026 | Apr 08, 2026 |
| Rathbones Group PLC | History | Added to | 35,868 | 1,782 | 0.01% | 0.0% | 96 | +15,293 | 74.33% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 35,826 | 1,780 | 0.0% | 0.0% | 97 | -524 | -1.44% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Reduced | 35,190 | 1,749 | 0.05% | 0.05% | 98 | -2,085 | -5.59% | Q1 2026 | Apr 06, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 35,139 | 1,746 | 0.8% | 0.42% | 99 | +9,694 | 38.1% | Q1 2026 | May 05, 2026 |
| NewSquare Capital LLC | History | Added to | 34,809 | 1,729 | 0.15% | 0.14% | 100 | +1,439 | 4.31% | Q1 2026 | May 08, 2026 |
| RHUMBLINE ADVISERS | History | No change | 34,767 | 1,727 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| First City Capital Management, Inc. | History | Added to | 33,739 | 1,676 | 0.89% | 0.81% | 102 | +762 | 2.31% | Q1 2026 | Apr 17, 2026 |
| Janney Capital Management LLC | History | No change | 34,362 | 1,605 | 0.1% | 0.1% | 103 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Independent Advisor Alliance | History | Added to | 32,069 | 1,593 | 0.02% | 0.03% | 104 | +7,486 | 30.45% | Q1 2026 | May 12, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 31,074 | 1,544 | 0.67% | 0.48% | 105 | +7,752 | 33.24% | Q1 2026 | May 01, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 30,744 | 1,527 | 0.09% | 0.08% | 106 | -47 | -0.15% | Q1 2026 | Apr 20, 2026 |
| Wealthfront Advisers LLC | History | Added to | 30,133 | 1,497 | 0.0% | 0.0% | 107 | +1,647 | 5.78% | Q1 2026 | May 05, 2026 |
| Asset One Wealth Management LLC | History | No change | 28,144 | 1,465 | 0.16% | 0.19% | 108 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Eagle Strategies LLC | History | Reduced | 29,236 | 1,452 | 0.17% | 0.18% | 109 | -1,307 | -4.28% | Q1 2026 | Apr 20, 2026 |
| MBA Advisors LLC | History | Added to | 28,948 | 1,438 | 0.55% | 0.51% | 110 | +1,598 | 5.84% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 28,451 | 1,414 | 0.0% | 0.0% | 111 | -313 | -1.09% | Q1 2026 | Apr 30, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 27,935 | 1,388 | 0.14% | 0.13% | 112 | -585 | -2.05% | Q1 2026 | Apr 30, 2026 |
| NORTHERN TRUST CORP | History | Added to | 26,774 | 1,330 | 0.0% | 0.0% | 113 | +105 | 0.39% | Q1 2026 | May 14, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 26,360 | 1,309 | 0.99% | 0.99% | 114 | -2 | -0.01% | Q1 2026 | Apr 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 26,222 | 1,302 | 0.1% | 0.04% | 115 | +14,121 | 116.69% | Q1 2026 | Apr 14, 2026 |
| Financial Partners Group, Inc | History | Added to | 26,117 | 1,297 | 0.16% | 0.14% | 116 | +845 | 3.34% | Q1 2026 | Apr 10, 2026 |
| Mirador Capital Partners LP | History | Reduced | 25,906 | 1,287 | 0.18% | 0.17% | 117 | -927 | -3.45% | Q1 2026 | Apr 08, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 25,294 | 1,256 | 0.05% | 0.06% | 118 | +13,781 | 119.7% | Q1 2026 | May 15, 2026 |
| SHARPEPOINT LLC | History | Reduced | 25,090 | 1,246 | 0.74% | 0.71% | 119 | -367 | -1.44% | Q1 2026 | May 05, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 24,869 | 1,235 | 0.63% | 0.69% | 120 | -190 | -0.76% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 24,552 | 1,219 | 0.0% | — | 121 | +24,552 | New | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 24,409 | 1,212 | 0.03% | 0.04% | 122 | -2,939 | -10.75% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 24,369 | 1,210 | 0.02% | 0.02% | 123 | +913 | 3.89% | Q1 2026 | Apr 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 23,170 | 1,150 | 0.0% | 0.0% | 124 | +3,112 | 15.52% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 22,865 | 1,136 | 0.0% | 0.0% | 125 | -121,804 | -84.19% | Q1 2026 | May 05, 2026 |
| Avos Capital Management, LLC | History | Reduced | 22,621 | 1,124 | 0.44% | 3.01% | 126 | -124,883 | -84.66% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 22,462 | 1,116 | 0.01% | 0.01% | 127 | +2,526 | 12.67% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 19,876 | 1,072 | 0.03% | 0.03% | 128 | +4,720 | 31.14% | Q1 2026 | May 14, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 21,233 | 1,055 | 0.06% | 0.06% | 129 | -4,337 | -16.96% | Q1 2026 | Apr 08, 2026 |
| GFS Advisors, LLC | History | Added to | 171,320 | 1,048 | 0.13% | 0.26% | 130 | +124,165 | 263.31% | Q1 2026 | Apr 30, 2026 |
| Element Wealth, LLC | History | Reduced | 21,045 | 1,045 | 0.43% | 0.45% | 131 | -2,305 | -9.87% | Q1 2026 | May 04, 2026 |
| Great Diamond Partners, LLC | History | New | 20,473 | 1,017 | 0.2% | — | 132 | +20,473 | New | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 19,854 | 961 | 0.0% | 0.0% | 133 | +4,922 | 32.96% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 19,164 | 952 | 0.01% | 0.01% | 134 | +984 | 5.41% | Q1 2026 | Apr 07, 2026 |
| Lido Advisors, LLC | History | Reduced | 19,002 | 944 | 0.0% | 0.0% | 135 | -3,201 | -14.42% | Q1 2026 | May 13, 2026 |
| Next Level Private LLC | History | Added to | 18,891 | 938 | 0.21% | 0.23% | 136 | +126 | 0.67% | Q1 2026 | Apr 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 18,581 | 923 | 0.01% | 0.01% | 137 | +1,780 | 10.59% | Q1 2026 | Apr 20, 2026 |
| Index Technologies Group LLC | History | Added to | 18,149 | 901 | 0.98% | 0.65% | 138 | +4,856 | 36.53% | Q1 2026 | Apr 29, 2026 |
| Hamilton Wealth, LLC | History | Added to | 18,064 | 897 | 0.06% | 0.08% | 139 | +8,763 | 94.22% | Q1 2026 | May 18, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 17,970 | 892 | 0.12% | 0.08% | 140 | +4,914 | 37.64% | Q1 2026 | Apr 22, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 17,417 | 865 | 0.03% | — | 142 | +17,417 | New | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 17,420 | 865 | 0.0% | 0.0% | 141 | +1,116 | 6.84% | Q1 2026 | Apr 24, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 16,898 | 839 | 0.02% | 0.02% | 143 | -666 | -3.79% | Q1 2026 | Apr 27, 2026 |
| Able Wealth Management LLC | History | Reduced | 16,596 | 824 | 0.22% | 0.34% | 144 | -6,327 | -27.6% | Q1 2026 | Apr 24, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Added to | 16,564 | 823 | 0.22% | 0.21% | 145 | +407 | 2.52% | Q1 2026 | May 01, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 16,390 | 814 | 0.66% | 0.62% | 146 | -169 | -1.02% | Q1 2026 | May 13, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 16,253 | 807 | 0.49% | 0.48% | 147 | -740 | -4.35% | Q1 2026 | Apr 21, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 16,128 | 801 | 0.09% | 0.08% | 149 | +728 | 4.73% | Q1 2026 | May 07, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 16,136 | 801 | 0.0% | 0.0% | 148 | +53 | 0.33% | Q1 2026 | May 14, 2026 |
| Osprey Private Wealth LLC | History | No change | 16,100 | 800 | 0.23% | 0.22% | 150 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 15,883 | 789 | 0.07% | 0.07% | 151 | -1,023 | -6.05% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 15,840 | 787 | 0.05% | 0.04% | 152 | -435 | -2.67% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 15,719 | 777 | 0.01% | 0.01% | 153 | +4,602 | 41.4% | Q1 2026 | Apr 07, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 15,493 | 769 | 0.08% | 0.07% | 154 | +363 | 2.4% | Q1 2026 | May 07, 2026 |
| NFSG Corp | History | Reduced | 15,255 | 758 | 0.12% | 0.12% | 155 | -716 | -4.48% | Q1 2026 | May 05, 2026 |
| JNBA Financial Advisors | History | Reduced | 14,652 | 728 | 0.06% | 0.06% | 156 | -115 | -0.78% | Q1 2026 | Apr 22, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 14,635 | 727 | 0.47% | 0.43% | 157 | -123 | -0.83% | Q1 2026 | Apr 20, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 14,478 | 719 | 0.04% | — | 158 | +14,478 | New | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 13,981 | 694 | 0.02% | 0.01% | 159 | +5,025 | 56.11% | Q1 2026 | May 11, 2026 |
| ERn Financial, LLC | History | Reduced | 13,896 | 690 | 0.13% | 0.22% | 160 | -11,326 | -44.91% | Q1 2026 | Apr 24, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 13,882 | 689 | 0.51% | 0.51% | 161 | -3,850 | -21.71% | Q1 2026 | May 08, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 13,596 | 675 | 0.34% | 0.34% | 162 | -159 | -1.16% | Q1 2026 | May 15, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 13,100 | 650 | 0.1% | 0.13% | 163 | -2,050 | -13.53% | Q1 2026 | Apr 17, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 12,603 | 626 | 0.15% | 0.54% | 164 | -68 | -0.54% | Q1 2026 | May 12, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 12,550 | 623 | 0.07% | 0.07% | 165 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cadence Bank | History | No change | 13,287 | 620 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 12,423 | 617 | 0.08% | 0.05% | 167 | +4,592 | 58.64% | Q1 2026 | May 11, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 11,606 | 576 | 0.01% | 0.01% | 168 | +807 | 7.47% | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 11,576 | 575 | 0.0% | — | 169 | +11,576 | New | Q1 2026 | May 01, 2026 |
| Berger Financial Group, Inc | History | Added to | 11,559 | 574 | 0.03% | 0.03% | 170 | +218 | 1.92% | Q1 2026 | Apr 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 11,429 | 567 | 0.01% | 0.01% | 172 | -493 | -4.14% | Q1 2026 | May 15, 2026 |
| Montecito Bank & Trust | History | Reduced | 11,411 | 567 | 0.09% | 0.09% | 171 | -324 | -2.76% | Q1 2026 | Apr 16, 2026 |
| ALTFEST L J & CO INC | History | Added to | 11,381 | 565 | 0.06% | 0.06% | 173 | +152 | 1.35% | Q1 2026 | Apr 28, 2026 |
| Krilogy Financial LLC | History | Added to | 10,754 | 558 | 0.02% | 0.02% | 174 | +49 | 0.46% | Q1 2026 | Apr 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 11,195 | 556 | 0.01% | 0.01% | 175 | +909 | 8.84% | Q1 2026 | May 18, 2026 |
| Rockingstone Advisors LLC | History | Added to | 11,200 | 556 | 0.26% | 0.23% | 176 | +500 | 4.67% | Q1 2026 | Apr 09, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 11,042 | 548 | 0.32% | 0.31% | 177 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 10,963 | 544 | 0.04% | 0.04% | 178 | -324 | -2.87% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Reduced | 10,723 | 532 | 0.01% | 0.01% | 179 | -1,889 | -14.98% | Q1 2026 | Apr 27, 2026 |
| Portland Financial Advisors Inc | History | No change | 10,699 | 531 | 1.1% | 1.06% | 180 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 10,459 | 519 | 0.05% | 0.04% | 181 | +2,591 | 32.93% | Q1 2026 | May 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 10,193 | 506 | 0.12% | 0.12% | 182 | -110 | -1.07% | Q1 2026 | Apr 17, 2026 |
| Integrated Wealth Concepts LLC | History | New | 9,776 | 485 | 0.0% | — | 183 | +9,776 | New | Q1 2026 | May 15, 2026 |
| INVESTED ADVISORS | History | Reduced | 9,500 | 472 | 0.48% | 0.46% | 184 | -43 | -0.45% | Q1 2026 | Apr 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 9,425 | 468 | 0.04% | 0.02% | 186 | +3,728 | 65.44% | Q1 2026 | Apr 30, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 9,419 | 468 | 0.01% | 0.01% | 185 | -115 | -1.21% | Q1 2026 | Apr 23, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 9,415 | 467 | 0.01% | 0.0% | 187 | +5,038 | 115.1% | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | Added to | 9,351 | 464 | 0.08% | 0.08% | 188 | +2 | 0.02% | Q1 2026 | Apr 24, 2026 |
| PCM Encore, LLC | History | No change | 9,176 | 455 | 0.09% | 0.09% | 189 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 9,108 | 452 | 0.04% | 0.03% | 190 | +1,727 | 23.4% | Q1 2026 | May 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 8,881 | 441 | 0.03% | 0.03% | 191 | -149 | -1.65% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 8,735 | 434 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Procyon Advisors, LLC | History | Added to | 8,703 | 432 | 0.02% | 0.02% | 193 | +735 | 9.22% | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 8,325 | 413 | 0.04% | 0.03% | 194 | +54 | 0.65% | Q1 2026 | Apr 30, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 8,256 | 410 | 0.0% | — | 195 | +8,256 | New | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 8,246 | 409 | 0.0% | 0.0% | 196 | +3,485 | 73.2% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 8,158 | 405 | 0.01% | 0.01% | 197 | -1,618 | -16.55% | Q1 2026 | May 15, 2026 |
| Excelsior Advisor Network LLC | History | Reduced | 8,044 | 399 | 0.15% | 0.19% | 199 | -212 | -2.57% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 8,032 | 399 | 0.01% | 0.01% | 198 | -100 | -1.23% | Q1 2026 | Apr 10, 2026 |
| SageView Advisory Group, LLC | History | No change | 8,523 | 398 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Added to | 7,939 | 394 | 0.0% | 0.0% | 201 | +1,000 | 14.41% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 7,868 | 390 | 0.0% | 0.0% | 202 | +305 | 4.03% | Q1 2026 | May 14, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 7,845 | 389 | 0.19% | 0.19% | 203 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,625 | 378 | 0.01% | 0.01% | 204 | -588 | -7.16% | Q1 2026 | Apr 22, 2026 |
| Aspen Investment Management Inc | History | Reduced | 7,370 | 366 | 0.11% | 0.11% | 205 | -720 | -8.9% | Q1 2026 | Apr 15, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 7,382 | 366 | 0.2% | 0.17% | 206 | +26 | 0.35% | Q1 2026 | May 07, 2026 |
| Opus Financial Solutions LLC | History | Added to | 7,337 | 364 | 0.34% | 0.32% | 207 | +72 | 0.99% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,300 | 362 | 0.0% | 0.0% | 208 | -654,781 | -98.9% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 7,277 | 361 | 0.01% | 0.01% | 209 | -407 | -5.3% | Q1 2026 | May 11, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 7,200 | 357 | 0.02% | 0.02% | 211 | +273 | 3.94% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 7,203 | 357 | 0.01% | 0.01% | 210 | -8 | -0.11% | Q1 2026 | May 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 7,148 | 353 | 0.01% | 0.01% | 212 | +2,149 | 42.99% | Q1 2026 | Apr 08, 2026 |
| Cresset Asset Management, LLC | History | New | 6,919 | 343 | 0.0% | — | 213 | +6,919 | New | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 6,894 | 342 | 0.0% | 0.01% | 214 | -3,632 | -34.51% | Q1 2026 | May 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 6,754 | 335 | 0.12% | 0.11% | 215 | +4 | 0.06% | Q1 2026 | Apr 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 6,686 | 332 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | New | 6,625 | 329 | 0.01% | — | 217 | +6,625 | New | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 6,609 | 328 | 0.0% | 0.0% | 218 | +5,880 | 806.58% | Q1 2026 | May 13, 2026 |
| Elgethun Capital Management | History | No change | 6,495 | 322 | 0.05% | 0.05% | 219 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 6,469 | 321 | 0.09% | 0.09% | 220 | -16 | -0.25% | Q1 2026 | Apr 30, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 6,623 | 320 | 0.02% | 0.02% | 222 | -1,399 | -17.44% | Q1 2026 | Apr 24, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 6,450 | 320 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 6,398 | 317 | 0.23% | 0.19% | 224 | +806 | 14.41% | Q1 2026 | May 07, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 6,392 | 317 | 0.12% | 0.11% | 223 | -36 | -0.56% | Q1 2026 | May 11, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 6,371 | 316 | 0.02% | 0.04% | 225 | -291 | -4.37% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 6,342 | 313 | 0.01% | 0.01% | 226 | -1 | -0.02% | Q1 2026 | May 14, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 6,252 | 310 | 0.04% | 0.04% | 227 | +3 | 0.05% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 6,202 | 308 | 0.0% | 0.0% | 228 | +2 | 0.03% | Q1 2026 | May 15, 2026 |
| Columbia River Financial Group, LLC | History | No change | 6,125 | 304 | 0.18% | 0.18% | 229 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 6,113 | 303 | 0.06% | 0.06% | 230 | +19 | 0.31% | Q1 2026 | Apr 14, 2026 |
| Synergy Investment Management, LLC | History | New | 6,082 | 302 | 0.1% | — | 231 | +6,082 | New | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 6,020 | 299 | 0.01% | 0.01% | 232 | -5 | -0.08% | Q1 2026 | May 12, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 5,937 | 295 | 0.03% | 0.05% | 233 | -148 | -2.43% | Q1 2026 | Apr 17, 2026 |
| McAdam, LLC | History | Added to | 5,876 | 291 | 0.01% | 0.01% | 234 | +575 | 10.85% | Q1 2026 | May 08, 2026 |
| Quartz Partners, LLC | History | Added to | 5,754 | 285 | 0.11% | 0.09% | 235 | +414 | 7.75% | Q1 2026 | May 05, 2026 |
| Klingman & Associates, LLC | History | No change | 5,749 | 285 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Norris Financial Group, LLC | History | Reduced | 5,702 | 283 | 0.09% | 0.09% | 237 | -7 | -0.12% | Q1 2026 | May 20, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 5,678 | 282 | 0.0% | 0.0% | 238 | +235 | 4.32% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 5,567 | 276 | 0.01% | 0.01% | 239 | +154 | 2.85% | Q1 2026 | Apr 28, 2026 |
| Belpointe Asset Management LLC | History | New | 5,514 | 273 | 0.01% | — | 240 | +5,514 | New | Q1 2026 | Apr 28, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 5,379 | 267 | 0.16% | 0.3% | 241 | -3,949 | -42.33% | Q1 2026 | May 05, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 5,357 | 266 | 0.01% | 0.01% | 242 | -285 | -5.05% | Q1 2026 | Apr 23, 2026 |
| Squarepoint Ops LLC | History | New | 5,141 | 255 | 0.0% | — | 243 | +5,141 | New | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 5,080 | 252 | 0.01% | 0.02% | 244 | -646 | -11.28% | Q1 2026 | Apr 09, 2026 |
| Cerity Partners LLC | History | Reduced | 4,952 | 246 | 0.0% | 0.0% | 245 | -3,834 | -43.64% | Q1 2026 | May 15, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 4,944 | 245 | 0.05% | 0.04% | 246 | -27 | -0.54% | Q1 2026 | Apr 09, 2026 |
| Larson Financial Group LLC | History | Reduced | 4,930 | 244 | 0.01% | 0.01% | 247 | -658 | -11.78% | Q1 2026 | May 15, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 4,871 | 242 | 0.02% | 0.02% | 250 | -2,554 | -34.4% | Q1 2026 | Apr 27, 2026 |
| Kovack Advisors, Inc. | History | Added to | 4,905 | 242 | 0.01% | 0.01% | 248 | +245 | 5.26% | Q1 2026 | May 12, 2026 |
| Avion Wealth | History | Added to | 4,876 | 242 | 0.05% | 0.05% | 249 | +2 | 0.04% | Q1 2026 | May 01, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,716 | 234 | 0.0% | 0.0% | 251 | +433 | 10.11% | Q1 2026 | Apr 27, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 4,708 | 233 | 0.06% | 0.06% | 252 | +27 | 0.58% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,948 | 231 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 4,662 | 231 | 0.04% | 0.04% | 254 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 4,569 | 227 | 0.01% | 0.02% | 255 | -3,330 | -42.16% | Q1 2026 | May 07, 2026 |
| Your Advocates Ltd., LLP | History | Reduced | 4,507 | 223 | 0.07% | 0.07% | 257 | -389 | -7.95% | Q1 2026 | Apr 29, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 4,505 | 223 | 0.02% | 0.02% | 258 | -60 | -1.31% | Q1 2026 | May 14, 2026 |
| REDW Wealth LLC | History | No change | 4,500 | 223 | 0.09% | 0.08% | 256 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Breakwater Capital Group | History | Added to | 4,487 | 222 | 0.03% | 0.03% | 259 | +112 | 2.56% | Q1 2026 | Apr 20, 2026 |
| Fund Advisors of America Inc/FL | History | Reduced | 4,424 | 219 | 0.22% | 0.2% | 262 | -200 | -4.33% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 4,415 | 219 | 0.0% | 0.0% | 260 | +46 | 1.05% | Q1 2026 | Apr 28, 2026 |
| Breachway Investments LLC | History | Added to | 4,430 | 219 | 0.21% | 0.22% | 261 | +31 | 0.7% | Q1 2026 | Apr 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 4,243 | 210 | 0.03% | 0.04% | 263 | -2,249 | -34.64% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 4,191 | 208 | 0.0% | 0.0% | 264 | +1,135 | 37.14% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 4,181 | 207 | 0.0% | 0.0% | 265 | -300 | -6.69% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 4,137 | 205 | 0.0% | 0.0% | 266 | -962 | -18.87% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Reduced | 4,033 | 200 | 0.01% | 0.01% | 267 | -1,670 | -29.28% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,884 | 193 | 0.0% | 0.0% | 268 | +24 | 0.62% | Q1 2026 | Apr 07, 2026 |
| Clayton Financial Group LLC | History | Reduced | 3,770 | 187 | 0.1% | 0.11% | 269 | -767 | -16.91% | Q1 2026 | Apr 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,638 | 180 | 0.0% | 0.0% | 270 | -3,362 | -48.03% | Q1 2026 | May 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,416 | 169 | 0.01% | 0.01% | 271 | +271 | 8.62% | Q1 2026 | Apr 13, 2026 |
| Rossby Financial, LCC | History | Added to | 3,263 | 161 | 0.03% | 0.02% | 272 | +1,763 | 117.53% | Q1 2026 | May 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 3,146 | 156 | 0.11% | 0.12% | 273 | -107 | -3.29% | Q1 2026 | Apr 27, 2026 |
| Team Financial Group, LLC | History | Reduced | 3,073 | 152 | 0.07% | 0.07% | 274 | -152 | -4.71% | Q1 2026 | May 01, 2026 |
| Purpose Unlimited Inc. | History | Reduced | 2,960 | 145 | 0.01% | 0.01% | 275 | -1,438 | -32.7% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 2,900 | 144 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 2,822 | 140 | 0.0% | — | 277 | +2,822 | New | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,686 | 133 | 0.0% | 0.0% | 278 | +57 | 2.17% | Q1 2026 | May 15, 2026 |
| Fairway Wealth LLC | History | Added to | 2,352 | 116 | 0.03% | 0.03% | 279 | +11 | 0.47% | Q1 2026 | Apr 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 2,326 | 115 | 0.01% | 0.01% | 280 | +2 | 0.09% | Q1 2026 | May 01, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 2,110 | 104 | 0.0% | — | 282 | +2,110 | New | Q1 2026 | Apr 14, 2026 |
| MidFirst Bank | History | No change | 2,101 | 104 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,899 | 94 | 0.0% | 0.0% | 283 | +122 | 6.87% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,902 | 94 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MASECO LLP | History | Added to | 1,787 | 88 | 0.0% | 0.0% | 285 | +209 | 13.24% | Q1 2026 | Apr 21, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,760 | 87 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 1,740 | 86 | 0.01% | — | 288 | +1,740 | New | Q1 2026 | Apr 16, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,735 | 86 | 0.01% | 0.0% | 287 | +614 | 54.77% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,712 | 85 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1,676 | 83 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 1,666 | 82 | 0.01% | 0.01% | 291 | -285 | -14.61% | Q1 2026 | Apr 23, 2026 |
| Legacy Bridge, LLC | History | No change | 1,600 | 79 | 0.03% | 0.03% | 292 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LOM Asset Management Ltd | History | No change | 1,585 | 78 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1,567 | 77 | 0.04% | 0.04% | 294 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 1,497 | 74 | 0.01% | 0.01% | 295 | +29 | 1.98% | Q1 2026 | Apr 08, 2026 |
| Western Wealth Management, LLC | History | New | 1,461 | 72 | 0.0% | — | 296 | +1,461 | New | Q1 2026 | May 19, 2026 |
| BlackRock, Inc. | History | No change | 1,432 | 71 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 1,420 | 70 | 0.03% | 0.03% | 298 | -460 | -24.47% | Q1 2026 | Apr 14, 2026 |
| Triumph Capital Management | History | No change | 1,417 | 70 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 1,396 | 69 | 0.04% | 0.05% | 300 | -166 | -10.63% | Q1 2026 | Apr 30, 2026 |