WisdomTree Trust - DEM

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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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 No change 10,363,063 557,429 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 7,298,812 392,603 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 3,246,246 174,615 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 2,153,138 115,817 0.03% 0.03% 4 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History No change 2,144,092 115,330 0.07% 0.07% 5 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 1,958,981 105,373 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 13, 2026
Kestra Investment Management, LLC History No change 1,677,279 90,220 1.75% 1.75% 7 0 0.0% Q2 2026 Aug 05, 2026
AMERIPRISE FINANCIAL INC History No change 1,565,592 84,463 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,407,570 75,713 0.02% 0.02% 9 0 0.0% Q2 2026 Sep 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 810,959 43,621 0.05% 0.05% 10 0 0.0% Q2 2026 Aug 19, 2026
ROYAL BANK OF CANADA History No change 733,891 39,476 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 671,876 35,972 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 665,509 35,797 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 595,293 32,020 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 476,678 25,868 0.04% 0.04% 15 +41,904 9.64% Q3 2026 Oct 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 475,803 25,593 0.03% 0.03% 16 0 0.0% Q2 2026 Jul 29, 2026
Kestra Advisory Services, LLC History No change 435,794 23,441 0.08% 0.08% 17 0 0.0% Q2 2026 Jul 28, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 398,744 22,054 0.39% 0.39% 18 -3,978 -0.99% Q3 2026 Oct 13, 2026
Private Advisor Group, LLC History No change 399,296 21,478 0.1% 0.1% 19 0 0.0% Q2 2026 Jul 27, 2026
ASPIRIANT, LLC History No change 360,842 19,409 0.48% 0.48% 20 0 0.0% Q2 2026 Jul 20, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 311,419 16,751 0.03% 0.03% 21 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 295,951 15,919 0.03% 0.03% 22 0 0.0% Q2 2026 Jul 30, 2026
Rockefeller Capital Management L.P. History No change 294,717 15,852 0.02% 0.02% 23 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 287,923 15,487 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 12, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 273,163 15,108 1.31% 1.23% 25 +2,319 0.86% Q3 2026 Oct 07, 2026
STIFEL FINANCIAL CORP History No change 259,407 13,953 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 12, 2026
Linscomb Wealth, Inc. History No change 252,249 13,568 0.59% 0.59% 27 0 0.0% Q2 2026 Jul 31, 2026
Valmark Advisers, Inc. History No change 250,218 13,459 0.14% 0.14% 28 0 0.0% Q2 2026 Aug 06, 2026
Baker Avenue Asset Management, LP History No change 229,674 12,354 0.23% 0.23% 29 0 0.0% Q2 2026 Jul 28, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 228,855 12,310 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 245,598 12,203 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 217,471 11,697 0.03% 0.03% 32 0 0.0% Q2 2026 Aug 04, 2026
D.A. DAVIDSON & CO. History No change 196,235 10,555 0.06% 0.06% 33 0 0.0% Q2 2026 Jul 24, 2026
CITADEL ADVISORS LLC History No change 183,814 9,887 0.0% 0.0% 34 0 0.0% Q2 2026 Sep 02, 2026
&PARTNERS History No change 180,226 9,699 0.04% 0.04% 35 0 0.0% Q2 2026 Aug 14, 2026
AssuredPartners Investment Advisors, LLC History No change 172,446 9,275 0.9% 0.9% 36 0 0.0% Q2 2026 Aug 10, 2026
Nan Shan Life Insurance Co., Ltd. History No change 170,000 9,144 0.29% 0.29% 37 0 0.0% Q2 2026 Aug 14, 2026
Inspire Advisors, LLC History No change 167,626 9,016 0.63% 0.63% 38 0 0.0% Q2 2026 Aug 13, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 164,313 8,838 0.16% 0.16% 39 0 0.0% Q2 2026 Aug 04, 2026
Private Wealth Advisors, LLC History No change 160,714 8,644 2.21% 2.21% 40 0 0.0% Q2 2026 Aug 06, 2026
Hamilton Wealth, LLC History No change 158,988 8,551 1.57% 1.57% 41 0 0.0% Q2 2026 Aug 06, 2026
HUNTINGTON NATIONAL BANK History No change 136,987 7,368 0.04% 0.04% 42 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 133,939 7,205 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 05, 2026
Cascade Financial Partners, LLC History No change 129,281 6,954 0.6% 0.6% 44 0 0.0% Q2 2026 Aug 04, 2026
Cheviot Value Management, LLC History No change 127,512 6,858 0.7% 0.7% 45 0 0.0% Q2 2026 Aug 06, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History No change 123,876 6,663 2.69% 2.69% 46 0 0.0% Q2 2026 Aug 06, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 123,112 6,622 0.1% 0.1% 47 0 0.0% Q2 2026 Jul 14, 2026
Cornerstone Wealth Group, LLC History No change 121,284 6,523 0.39% 0.39% 48 0 0.0% Q2 2026 Jul 27, 2026
Equitable Holdings, Inc. History No change 116,249 6,253 0.04% 0.04% 49 0 0.0% Q2 2026 Aug 17, 2026
OLD MISSION CAPITAL LLC History No change 105,628 5,681 0.09% 0.09% 50 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Wealth Management, LLC History Added to 96,845 5,356 4.77% 4.63% 51 +757 0.79% Q3 2026 Oct 08, 2026
Investors Research Corp History Added to 96,781 5,352 0.94% 0.85% 52 +8,203 9.26% Q3 2026 Oct 07, 2026
OSAIC HOLDINGS, INC. History No change 98,830 5,317 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 14, 2026
Freedom Day Solutions, LLC History No change 96,226 5,176 1.15% 1.15% 54 0 0.0% Q2 2026 Jul 24, 2026
Old Port Advisors History No change 94,200 5,066 1.0% 1.0% 55 0 0.0% Q2 2026 Jul 21, 2026
Orion Porfolio Solutions, LLC History No change 90,403 4,862 0.04% 0.04% 56 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 88,450 4,757 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 05, 2026
Koshinski Asset Management, Inc. History No change 84,539 4,547 0.24% 0.24% 58 0 0.0% Q2 2026 Jul 27, 2026
Steward Partners Investment Advisory, LLC History No change 83,108 4,470 0.02% 0.02% 59 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 76,170 4,097 0.04% 0.04% 60 0 0.0% Q2 2026 Aug 14, 2026
Meramec Financial Planners, LLC History No change 75,590 4,030 1.47% 1.47% 61 0 0.0% Q2 2026 Jul 28, 2026
Endowment Wealth Management, Inc. History No change 74,809 4,024 1.56% 1.56% 62 0 0.0% Q2 2026 Aug 05, 2026
Composition Wealth, LLC History No change 74,051 3,983 0.05% 0.05% 63 0 0.0% Q2 2026 Jul 22, 2026
Focus Partners Wealth History No change 73,375 3,946 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 71,178 3,828 0.02% 0.02% 65 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 70,357 3,784 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 69,343 3,729 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 27, 2026
MML INVESTORS SERVICES, LLC History No change 67,565 3,634 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 07, 2026
Good Harbor Advisors, Inc. History No change 67,232 3,616 3.54% 3.54% 69 0 0.0% Q2 2026 Jul 17, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History No change 65,600 3,528 1.22% 1.22% 70 0 0.0% Q2 2026 Jul 15, 2026
Capital Analysts, LLC History No change 64,898 3,491 0.08% 0.08% 71 0 0.0% Q2 2026 Aug 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 64,668 3,478 0.13% 0.13% 72 0 0.0% Q2 2026 Aug 06, 2026
J.W. COLE ADVISORS, INC. History No change 63,304 3,405 0.06% 0.06% 73 0 0.0% Q2 2026 Jul 21, 2026
Beacon Pointe Advisors, LLC History No change 62,843 3,380 0.02% 0.02% 74 0 0.0% Q2 2026 Aug 18, 2026
Integrated Wealth Concepts LLC History No change 60,990 3,280 0.02% 0.02% 75 0 0.0% Q2 2026 Sep 08, 2026
Regal Investment Advisors LLC History No change 60,806 3,270 0.17% 0.17% 76 0 0.0% Q2 2026 Aug 14, 2026
Summit Global Investments History No change 58,580 3,151 0.17% 0.17% 77 0 0.0% Q2 2026 Aug 03, 2026
Apeiron RIA LLC History Reduced 54,123 2,971 0.68% 0.76% 78 -760 -1.38% Q3 2026 Oct 08, 2026
Axis Wealth Partners, LLC History No change 54,925 2,954 1.42% 1.42% 79 0 0.0% Q2 2026 Jul 28, 2026
Sanctuary Advisors, LLC History No change 54,025 2,906 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 53,647 2,885 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 05, 2026
FMR LLC History No change 50,270 2,704 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 50,277 2,704 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 03, 2026
Advisory Services Network, LLC History No change 49,009 2,636 0.03% 0.03% 84 0 0.0% Q2 2026 Aug 12, 2026
CX Institutional History Added to 46,790 2,588 0.07% 0.06% 85 +10,850 30.19% Q3 2026 Oct 02, 2026
Dynamic Advisor Solutions LLC History Added to 46,672 2,581 0.07% 0.07% 86 +1,256 2.77% Q3 2026 Oct 13, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 41,356 2,287 0.19% 0.18% 87 +1,609 4.05% Q3 2026 Oct 06, 2026
FFG RETIREMENT ADVISORS LLC History No change 42,268 2,273 1.2% 1.2% 88 0 0.0% Q2 2026 Jul 09, 2026
Canandaigua National Trust Co of Florida History New 40,507 2,240 1.24% — 89 +40,507 New Q3 2026 Oct 07, 2026
Collaborative Wealth Managment Inc. History No change 40,420 2,174 0.91% 0.91% 90 0 0.0% Q2 2026 Aug 05, 2026
WealthPlan Investment Management, LLC History No change 39,870 2,144 0.11% 0.11% 91 0 0.0% Q2 2026 Jul 28, 2026
GREENLEAF TRUST History No change 39,374 2,117 0.02% 0.02% 92 0 0.0% Q2 2026 Jul 21, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 37,074 1,994 0.12% 0.12% 93 0 0.0% Q2 2026 Aug 12, 2026
NewSquare Capital LLC History No change 35,653 1,917 0.14% 0.14% 94 0 0.0% Q2 2026 Jul 28, 2026
BANK OF MONTREAL /CAN/ History No change 35,265 1,896 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 12, 2026
First City Capital Management, Inc. History No change 35,039 1,884 0.92% 0.92% 96 0 0.0% Q2 2026 Jul 13, 2026
Rathbones Group PLC History No change 33,322 1,792 0.01% 0.01% 97 0 0.0% Q2 2026 Jul 23, 2026
Quantum Portfolio Management LLC History No change 32,581 1,752 0.63% 0.63% 98 0 0.0% Q2 2026 Aug 14, 2026
McKinley Carter Wealth Services, Inc. History No change 32,257 1,735 0.09% 0.09% 99 0 0.0% Q2 2026 Jul 28, 2026
Wealthfront Advisers LLC History No change 31,212 1,678 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 07, 2026
NORTHERN TRUST CORP History No change 30,504 1,640 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 30,419 1,636 0.03% 0.03% 102 0 0.0% Q2 2026 Jul 20, 2026
Asset One Wealth Management LLC History No change 28,957 1,558 0.16% 0.16% 103 0 0.0% Q2 2026 Aug 13, 2026
MBA Advisors LLC History No change 28,730 1,545 0.52% 0.52% 104 0 0.0% Q2 2026 Jul 28, 2026
GFS Advisors, LLC History No change 13,900 1,491 0.16% 0.16% 105 0 0.0% Q2 2026 Aug 04, 2026
Eagle Strategies LLC History No change 27,633 1,486 0.15% 0.15% 106 0 0.0% Q2 2026 Jul 21, 2026
Cambridge Investment Research Advisors, Inc. History No change 27,536 1,481 0.0% 0.0% 107 0 0.0% Q2 2026 Jul 27, 2026
Financial Partners Group, Inc History No change 27,224 1,464 0.15% 0.15% 108 0 0.0% Q2 2026 Jul 23, 2026
Sincerus Advisory, LLC History Added to 26,408 1,460 0.95% 0.95% 109 +327 1.25% Q3 2026 Oct 08, 2026
SHARPEPOINT LLC History No change 26,961 1,450 0.73% 0.73% 110 0 0.0% Q2 2026 Jul 29, 2026
Wealthcare Advisory Partners LLC History No change 26,811 1,442 0.03% 0.03% 111 0 0.0% Q2 2026 Jul 09, 2026
Mirador Capital Partners LP History Added to 24,932 1,379 0.16% 0.16% 112 +557 2.29% Q3 2026 Oct 09, 2026
Independent Advisor Alliance History No change 25,615 1,377 0.03% 0.03% 113 0 0.0% Q2 2026 Aug 12, 2026
LANARK FINANCIAL, INC. History No change 25,277 1,359 0.09% 0.09% 114 0 0.0% Q2 2026 Jul 21, 2026
JONES FINANCIAL COMPANIES LLLP History No change 25,216 1,338 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
AlTi Global, Inc. History No change 24,565 1,321 0.03% 0.03% 116 0 0.0% Q2 2026 Aug 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 24,488 1,317 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
BEACON FINANCIAL GROUP History No change 24,138 1,298 0.12% 0.12% 118 0 0.0% Q2 2026 Jul 16, 2026
NATIONAL BANK OF CANADA /FI/ History No change 23,604 1,268 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 10, 2026
VestGen Advisors, LLC History No change 23,448 1,261 0.04% 0.04% 120 0 0.0% Q2 2026 Aug 11, 2026
Summit Financial, LLC History No change 22,130 1,190 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 21,561 1,159 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 06, 2026
Element Wealth, LLC History No change 20,953 1,127 0.42% 0.42% 123 0 0.0% Q2 2026 Aug 14, 2026
Evanson Financial, LLC History No change 20,695 1,113 0.05% 0.05% 124 0 0.0% Q2 2026 Jul 07, 2026
Great Diamond Partners, LLC History Reduced 20,120 1,112 0.19% 0.19% 125 -405 -1.97% Q3 2026 Oct 13, 2026
WCG Wealth Advisors LLC History No change 20,599 1,108 0.03% 0.03% 126 0 0.0% Q2 2026 Aug 14, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 20,343 1,094 0.51% 0.51% 127 0 0.0% Q2 2026 Aug 13, 2026
PARK AVENUE SECURITIES LLC History No change 19,528 1,050 0.01% 0.01% 128 0 0.0% Q2 2026 Jul 20, 2026
Fearless Solutions, LLC dba Best Invest History Added to 18,781 1,038 0.53% 0.46% 130 +2,530 15.57% Q3 2026 Oct 14, 2026
Avos Capital Management, LLC History No change 19,315 1,038 0.43% 0.43% 129 0 0.0% Q2 2026 Aug 14, 2026
Pasadena Private Wealth, LLC History No change 19,215 1,033 0.13% 0.13% 131 0 0.0% Q2 2026 Aug 10, 2026
Next Level Private LLC History No change 19,145 1,029 0.2% 0.2% 132 0 0.0% Q2 2026 Jul 09, 2026
Index Technologies Group LLC History No change 19,020 1,023 0.82% 0.82% 133 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 18,538 997 0.01% 0.01% 134 0 0.0% Q2 2026 Jul 28, 2026
Lido Advisors, LLC History No change 18,074 972 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 07, 2026
Ashton Thomas Private Wealth, LLC History No change 17,821 958 0.02% 0.02% 136 0 0.0% Q2 2026 Jul 29, 2026
J2 Capital Management Inc History No change 17,688 951 0.64% 0.64% 137 0 0.0% Q2 2026 Jul 20, 2026
SBI Securities Co., Ltd. History No change 16,931 910 0.02% 0.02% 138 0 0.0% Q2 2026 Jul 22, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Added to 16,316 902 0.08% 0.08% 139 +651 4.16% Q3 2026 Oct 13, 2026
BlueStem Wealth Partners, LLC History No change 16,772 902 0.09% 0.09% 140 0 0.0% Q2 2026 Aug 11, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 16,474 886 0.23% 0.23% 141 0 0.0% Q2 2026 Aug 10, 2026
Osprey Private Wealth LLC History No change 16,037 862 0.22% 0.22% 142 0 0.0% Q2 2026 Aug 03, 2026
KRAEMATON INVESTMENT ADVISORS, INC History No change 15,913 855 0.64% 0.64% 143 0 0.0% Q2 2026 Jul 24, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 15,883 854 0.06% 0.06% 144 0 0.0% Q2 2026 Jul 16, 2026
Stratos Wealth Advisors, LLC History No change 15,674 843 0.05% 0.05% 145 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ALLIANCE, LLC History No change 15,495 833 0.07% 0.07% 146 0 0.0% Q2 2026 Aug 11, 2026
Sunbeam Capital Management, LLC History No change 15,502 833 0.38% 0.38% 147 0 0.0% Q2 2026 Jul 14, 2026
Avidian Wealth Enterprises, LLC History Reduced 14,901 824 0.02% 0.03% 148 -2,965 -16.6% Q3 2026 Oct 08, 2026
MISSION WEALTH MANAGEMENT, LP History No change 15,094 811 0.01% 0.01% 149 0 0.0% Q2 2026 Jul 20, 2026
Balefire, LLC History New 14,655 810 0.13% — 151 +14,655 New Q3 2026 Oct 09, 2026
Farther Finance Advisors, LLC History Reduced 14,651 810 0.01% 0.01% 150 -509 -3.36% Q3 2026 Oct 08, 2026
NFSG Corp History No change 14,920 802 0.1% 0.1% 152 0 0.0% Q2 2026 Aug 14, 2026
JNBA Financial Advisors History No change 14,615 786 0.06% 0.06% 153 0 0.0% Q2 2026 Jul 23, 2026
Financial Engines Advisors L.L.C. History No change 14,486 779 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 14, 2026
WADDELL & ASSOCIATES, LLC History No change 14,478 778 0.04% 0.04% 155 0 0.0% Q2 2026 Jul 15, 2026
Integrity Advisory Solutions, LLC History No change 13,872 746 0.08% 0.08% 156 0 0.0% Q2 2026 Jul 31, 2026
ERn Financial, LLC History No change 13,595 731 0.12% 0.12% 157 0 0.0% Q2 2026 Jul 23, 2026
Camelot Portfolios, LLC History No change 13,448 723 0.51% 0.51% 158 0 0.0% Q2 2026 Jul 17, 2026
Mariner, LLC History No change 13,436 722 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 13, 2026
LAZARD ASSET MANAGEMENT LLC History No change 13,297 715 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 14, 2026
Barnes Wealth Management Group, Inc History No change 13,214 710 0.33% 0.33% 161 0 0.0% Q2 2026 Jul 24, 2026
Summit Wealth Partners, LLC History No change 12,881 692 0.1% 0.1% 162 0 0.0% Q2 2026 Aug 03, 2026
Bleakley Financial Group, LLC History No change 12,831 690 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 05, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 12,651 680 0.03% 0.03% 164 0 0.0% Q2 2026 Jul 27, 2026
Gateway Wealth Partners, LLC History No change 12,638 679 0.04% 0.04% 165 0 0.0% Q2 2026 Aug 04, 2026
ROMANO BROTHERS AND COMPANY History No change 12,550 675 0.07% 0.07% 166 0 0.0% Q2 2026 Jul 21, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 12,476 671 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History No change 12,312 662 0.01% 0.01% 168 0 0.0% Q2 2026 Jul 22, 2026
Arkadios Wealth Advisors History No change 12,093 650 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 10, 2026
ALTFEST L J & CO INC History No change 11,671 627 0.06% 0.06% 170 0 0.0% Q2 2026 Jul 30, 2026
Montecito Bank & Trust History Reduced 11,317 625 0.09% 0.09% 171 -94 -0.82% Q3 2026 Oct 01, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 11,558 621 0.02% 0.02% 172 0 0.0% Q2 2026 Aug 14, 2026
Krilogy Financial LLC History Added to 11,025 611 0.02% 0.02% 173 +134 1.23% Q3 2026 Oct 13, 2026
Rockingstone Advisors LLC History No change 11,200 602 0.24% 0.24% 174 0 0.0% Q2 2026 Jul 13, 2026
Able Wealth Management LLC History Reduced 10,732 599 0.13% 0.14% 175 -223 -2.04% Q3 2026 Oct 13, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 11,042 593 0.32% 0.32% 176 0 0.0% Q2 2026 Aug 13, 2026
Berger Financial Group, Inc History No change 11,005 591 0.03% 0.03% 177 0 0.0% Q2 2026 Aug 04, 2026
OPPENHEIMER & CO INC History No change 10,593 569 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 03, 2026
Portland Financial Advisors Inc History No change 10,450 562 1.03% 1.03% 179 0 0.0% Q2 2026 Aug 10, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 9,904 532 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 10, 2026
World Investment Advisors History No change 10,630 529 0.01% 0.01% 181 0 0.0% Q2 2026 Aug 13, 2026
Total Clarity Wealth Management, Inc. History No change 9,826 528 0.1% 0.1% 182 0 0.0% Q2 2026 Jul 23, 2026
Snowden Capital Advisors LLC History No change 9,746 524 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 13, 2026
Galvin, Gaustad & Stein, LLC History Reduced 9,362 517 0.04% 0.04% 184 -159 -1.67% Q3 2026 Oct 08, 2026
CreativeOne Wealth, LLC History No change 9,415 506 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 13, 2026
Key FInancial Inc History No change 9,305 500 0.08% 0.08% 186 0 0.0% Q2 2026 Jul 24, 2026
SageView Advisory Group, LLC History No change 9,112 490 0.02% 0.02% 187 0 0.0% Q2 2026 Aug 10, 2026
MAI Capital Management History No change 8,958 481 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 14, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 8,947 481 0.13% 0.13% 189 0 0.0% Q2 2026 Aug 07, 2026
Atlantic Union Bankshares Corp History No change 8,735 469 0.01% 0.01% 190 0 0.0% Q2 2026 Aug 11, 2026
Procyon Advisors, LLC History No change 8,653 465 0.02% 0.02% 191 0 0.0% Q2 2026 Jul 09, 2026
AQR CAPITAL MANAGEMENT LLC History No change 8,529 458 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 8,459 455 0.02% 0.02% 193 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 8,394 451 0.0% 0.0% 194 0 0.0% Q2 2026 Jul 27, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 8,043 444 0.03% 0.04% 195 -2,293 -22.18% Q3 2026 Oct 08, 2026
Argyle Capital Partners, LLC History No change 8,224 442 0.28% 0.28% 196 0 0.0% Q2 2026 Aug 07, 2026
Perigon Wealth Management, LLC History No change 8,189 440 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 07, 2026
AlphaCore Capital LLC History No change 8,186 440 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 06, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 8,044 432 0.06% 0.06% 199 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 7,939 427 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 14, 2026
Ally Invest Advisors Inc. History No change 7,942 427 0.03% 0.03% 201 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 7,868 423 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Advisory Services, LLC History No change 7,875 423 0.03% 0.03% 203 0 0.0% Q2 2026 Jul 23, 2026
Cresset Asset Management, LLC History No change 7,785 418 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 14, 2026
VISIONARY HORIZONS, LLC History No change 7,645 411 0.17% 0.17% 205 0 0.0% Q2 2026 Jul 16, 2026
B. Riley Wealth Advisors, Inc. History Added to 7,395 409 0.02% 0.02% 206 +1,995 36.94% Q3 2026 Oct 13, 2026
NewEdge Advisors, LLC History No change 7,508 403 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 12, 2026
Coastwise Capital Group, LLC History No change 7,441 400 0.23% 0.23% 208 0 0.0% Q2 2026 Jul 16, 2026
Aspen Investment Management Inc History No change 7,370 396 0.11% 0.11% 209 0 0.0% Q2 2026 Jul 17, 2026
INVESTED ADVISORS History No change 7,372 396 0.35% 0.35% 210 0 0.0% Q2 2026 Aug 04, 2026
PRINCIPAL SECURITIES, INC. History No change 7,169 385 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 04, 2026
NorthCrest Asset Manangement, LLC History Added to 6,773 372 0.01% 0.01% 212 +915 15.62% Q3 2026 Oct 09, 2026
Atria Investments, Inc History No change 6,764 363 0.0% 0.0% 213 0 0.0% Q2 2026 Jul 28, 2026
KINTRA WEALTH, LLC History No change 6,623 362 0.02% 0.02% 214 0 0.0% Q2 2026 Aug 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 6,686 359 0.01% 0.01% 215 0 0.0% Q2 2026 Jul 23, 2026
Acorn Wealth Advisors, LLC History No change 6,682 359 0.09% 0.09% 216 0 0.0% Q2 2026 Jul 30, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 6,330 350 0.1% 0.1% 217 -150 -2.31% Q3 2026 Oct 07, 2026
Elgethun Capital Management History No change 6,495 349 0.05% 0.05% 218 0 0.0% Q2 2026 Jul 29, 2026
HANCOCK WHITNEY CORP History No change 6,450 346 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 6,427 345 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 13, 2026
Kondo Wealth Advisors, Inc. History No change 6,365 342 0.11% 0.11% 221 0 0.0% Q2 2026 Jul 21, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 6,332 340 0.03% 0.03% 222 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 6,280 337 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 14, 2026
Opus Financial Solutions LLC History No change 6,273 337 0.27% 0.27% 224 0 0.0% Q2 2026 Jul 24, 2026
Discipline Wealth Solutions, LLC History Reduced 6,053 334 0.03% 0.03% 227 -74 -1.21% Q3 2026 Oct 14, 2026
New England Private Wealth Advisors LLC History No change 6,258 334 0.03% 0.03% 225 0 0.0% Q2 2026 Aug 04, 2026
McAdam, LLC History No change 6,227 334 0.01% 0.01% 226 0 0.0% Q2 2026 Aug 04, 2026
Quartz Partners, LLC History No change 6,180 332 0.11% 0.11% 228 0 0.0% Q2 2026 Aug 10, 2026
Belpointe Asset Management LLC History No change 6,140 330 0.01% 0.01% 229 0 0.0% Q2 2026 Jul 31, 2026
Columbia River Financial Group, LLC History No change 6,125 329 0.18% 0.18% 230 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 5,958 320 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 06, 2026
MOLLER WEALTH PARTNERS History No change 5,894 317 0.06% 0.06% 232 0 0.0% Q2 2026 Jul 15, 2026
Kingsview Wealth Management, LLC History No change 5,878 316 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 18, 2026
Klingman & Associates, LLC History No change 5,749 309 0.01% 0.01% 234 0 0.0% Q2 2026 Jul 29, 2026
TopTier Wealth Management, LLC History No change 5,401 290 0.18% 0.18% 235 0 0.0% Q2 2026 Jul 14, 2026
Pine Valley Investments Ltd Liability Co History No change 5,375 289 0.01% 0.01% 236 0 0.0% Q2 2026 Jul 24, 2026
Norris Financial Group, LLC History No change 5,379 289 0.12% 0.12% 237 0 0.0% Q2 2026 Aug 05, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 5,237 281 0.02% 0.02% 238 0 0.0% Q2 2026 Aug 12, 2026
Diversify Advisory Services, LLC History No change 5,203 277 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 5,203 277 0.0% 0.0% 240 0 0.0% Q2 2026 Jul 29, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 4,990 275 0.01% 0.01% 241 0 0.0% Q3 2026 Oct 14, 2026
Breakwater Capital Group History Added to 4,877 269 0.03% 0.03% 242 +435 9.79% Q3 2026 Oct 08, 2026
StoneX Group Inc. History No change 4,988 268 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 12, 2026
PCM Encore, LLC History No change 4,976 267 0.05% 0.05% 244 0 0.0% Q2 2026 Aug 11, 2026
Avion Wealth History No change 4,881 262 0.05% 0.05% 245 0 0.0% Q2 2026 Jul 31, 2026
Savant Capital, LLC History No change 5,043 260 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 10, 2026
Kovack Advisors, Inc. History No change 4,907 260 0.01% 0.01% 247 0 0.0% Q2 2026 Jul 28, 2026
TRUIST FINANCIAL CORP History No change 4,762 256 0.0% 0.0% 248 0 0.0% Q2 2026 Jul 28, 2026
McNamara Financial Services, Inc. History No change 4,769 256 0.04% 0.04% 249 0 0.0% Q2 2026 Jul 22, 2026
Daybright Advisory Services, Inc. History No change 4,661 250 0.06% 0.06% 250 0 0.0% Q2 2026 Aug 04, 2026
Advisory Solutions Group, LLC History New 4,471 247 0.05% — 251 +4,471 New Q3 2026 Oct 14, 2026
Meeder Advisory Services, Inc. History No change 4,569 245 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 07, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 4,541 244 0.22% 0.22% 253 0 0.0% Q2 2026 Jul 09, 2026
Fund Advisors of America Inc/FL History No change 4,529 243 0.22% 0.22% 254 0 0.0% Q2 2026 Aug 11, 2026
CALTON & ASSOCIATES, INC. History No change 4,472 240 0.04% 0.04% 255 0 0.0% Q2 2026 Aug 10, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 4,453 239 0.04% 0.04% 256 0 0.0% Q2 2026 Aug 13, 2026
Rockbridge Investment Management, LCC History No change 4,446 239 0.02% 0.02% 257 0 0.0% Q2 2026 Aug 14, 2026
Your Advocates Ltd., LLP History No change 4,352 234 0.07% 0.07% 258 0 0.0% Q2 2026 Aug 05, 2026
Avestar Capital, LLC History No change 4,320 232 0.01% 0.01% 259 0 0.0% Q2 2026 Jul 29, 2026
Stratos Wealth Partners, LTD. History No change 4,289 230 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 11, 2026
STEPHENS INC /AR/ History No change 4,181 224 0.0% 0.0% 261 0 0.0% Q2 2026 Jul 29, 2026
Pinnacle Financial Partners, Inc. History No change 4,174 224 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 4,000 215 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 14, 2026
Alteri Wealth LLC History No change 4,000 215 0.06% 0.06% 264 0 0.0% Q2 2026 Jul 29, 2026
Narus Financial Partners, LLC History No change 3,956 212 0.05% 0.05% 265 0 0.0% Q2 2026 Jul 31, 2026
Clayton Financial Group LLC History Added to 3,816 211 0.11% 0.11% 267 +23 0.61% Q3 2026 Oct 13, 2026
SIGNATUREFD, LLC History No change 3,937 211 0.0% 0.0% 266 0 0.0% Q2 2026 Jul 23, 2026
HRT FINANCIAL LP History No change 3,789 203 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 14, 2026
Austin Wealth Management, LLC History No change 3,843 203 0.04% 0.04% 269 0 0.0% Q2 2026 Jul 22, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 3,765 202 0.01% 0.01% 270 0 0.0% Q2 2026 Jul 21, 2026
B&D White Capital Company, LLC History No change 3,760 202 0.02% 0.02% 271 0 0.0% Q2 2026 Jul 31, 2026
WESBANCO BANK INC History No change 3,726 200 0.0% 0.0% 272 0 0.0% Q2 2026 Jul 28, 2026
Qube Research & Technologies Ltd History No change 3,725 200 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 3,711 199 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 11, 2026
Geneos Wealth Management Inc. History No change 3,644 196 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 3,638 195 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 07, 2026
Larson Financial Group LLC History No change 3,472 186 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 14, 2026
Synergy Investment Management, LLC History No change 3,386 182 0.04% 0.04% 278 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 3,348 180 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 12, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 3,344 179 0.01% 0.01% 280 0 0.0% Q2 2026 Jul 28, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 3,098 166 0.1% 0.1% 281 0 0.0% Q2 2026 Jul 21, 2026
Purpose Unlimited Inc. History No change 2,875 157 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 13, 2026
Strategic Investment Solutions, Inc. /IL History No change 2,900 155 0.04% 0.04% 283 0 0.0% Q2 2026 Jul 08, 2026
EPG Wealth Management LLC History No change 2,831 152 0.04% 0.04% 284 0 0.0% Q2 2026 Jul 28, 2026
Cassaday & Co Wealth Management LLC History No change 2,822 151 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 10, 2026
Capital Advisors, Ltd. LLC History No change 2,700 145 0.01% 0.01% 286 0 0.0% Q2 2026 Jul 16, 2026
HARBOUR INVESTMENTS, INC. History No change 2,591 139 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 12, 2026
Continuum Advisory, LLC History No change 2,555 137 0.01% 0.01% 288 0 0.0% Q2 2026 Aug 06, 2026
Fairway Wealth LLC History No change 2,378 127 0.03% 0.03% 289 0 0.0% Q2 2026 Jul 24, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 2,330 123 0.01% 0.01% 290 0 0.0% Q2 2026 Jul 22, 2026
MidFirst Bank History No change 2,101 113 0.01% 0.01% 291 0 0.0% Q2 2026 Aug 07, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 2,000 107 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 1,812 97 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 07, 2026
BARCLAYS PLC History No change 1,800 96 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 14, 2026
MASECO LLP History No change 1,749 94 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 05, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 1,739 93 0.0% 0.0% 296 0 0.0% Q2 2026 Jul 21, 2026
BLAIR WILLIAM & CO/IL History No change 1,706 91 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 11, 2026
TFC Financial Management, Inc. History No change 1,678 90 0.01% 0.01% 298 0 0.0% Q2 2026 Jul 23, 2026
JTC Employer Solutions Trustee Ltd History No change 1,676 90 0.01% 0.01% 299 0 0.0% Q2 2026 Jul 31, 2026
GAMMA Investing LLC History No change 1,634 90 0.0% 0.0% 300 0 0.0% Q3 2026 Oct 08, 2026
CoreCap Advisors, LLC History Reduced 1,617 89 0.0% 0.0% 301 -50 -3.0% Q3 2026 Oct 08, 2026
Legacy Bridge, LLC History No change 1,600 86 0.03% 0.03% 302 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History No change 1,614 86 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 14, 2026
LOM Asset Management Ltd History No change 1,585 85 0.02% 0.02% 304 0 0.0% Q2 2026 Aug 04, 2026
Frazier Financial Advisors, LLC History No change 1,567 84 0.04% 0.04% 305 0 0.0% Q2 2026 Aug 10, 2026
Triumph Capital Management History No change 1,417 78 0.01% 0.01% 306 0 0.0% Q3 2026 Oct 14, 2026
GGM Financial LLC History No change 1,415 76 0.03% 0.03% 307 0 0.0% Q2 2026 Jul 23, 2026
Rossby Financial, LCC History No change 1,340 72 0.01% 0.01% 308 0 0.0% Q2 2026 Aug 04, 2026
Wealth Enhancement Trust Services, Inc. History No change 1,180 65 0.01% 0.01% 309 0 0.0% Q3 2026 Oct 07, 2026
Spire Wealth Management History No change 1,165 62 0.0% 0.0% 310 0 0.0% Q2 2026 Jul 15, 2026
1620 INVESTMENT ADVISORS, INC. History No change 1,168 62 0.04% 0.04% 311 0 0.0% Q2 2026 Jul 14, 2026
Strategic Wealth Partners, Ltd. History No change 1,142 61 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 12, 2026
Glass Jacobson Investment Advisors llc History No change 1,047 56 0.02% 0.02% 313 0 0.0% Q2 2026 Jul 30, 2026
Cherry Tree Wealth Management, LLC History No change 971 52 0.01% 0.01% 314 0 0.0% Q2 2026 Sep 15, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 955 51 0.02% 0.02% 315 0 0.0% Q2 2026 Aug 05, 2026
TRUST CO OF VERMONT History No change 912 49 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 07, 2026
FINANCIAL CONSULATE, INC History No change 926 49 0.01% 0.01% 317 0 0.0% Q2 2026 Jul 23, 2026
AE Wealth Management LLC History No change 860 46 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 03, 2026
TD Waterhouse Canada Inc. History No change 881 46 0.0% 0.0% 319 0 0.0% Q2 2026 Jul 27, 2026
Noble Wealth Management PBC History No change 800 44 0.02% 0.02% 320 0 0.0% Q3 2026 Oct 01, 2026
PRIVATE TRUST CO NA History No change 799 42 0.0% 0.0% 321 0 0.0% Q2 2026 Jul 28, 2026
JFS WEALTH ADVISORS, LLC History No change 778 41 0.0% 0.0% 322 0 0.0% Q2 2026 Jul 10, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 646 35 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 625 34 0.0% 0.0% 324 0 0.0% Q3 2026 Oct 14, 2026
Dunhill Financial, LLC History No change 650 34 0.01% 0.01% 325 0 0.0% Q2 2026 Aug 07, 2026
Advantage Trust Co History No change 600 32 0.01% 0.01% 326 0 0.0% Q2 2026 Jul 17, 2026
Arax Advisory Partners History No change 585 31 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 10, 2026
Parkside Financial Bank & Trust History No change 552 29 0.0% 0.0% 328 0 0.0% Q2 2026 Sep 04, 2026
Longview Financial Advisors LLC History No change 555 29 0.01% 0.01% 329 0 0.0% Q2 2026 Jul 14, 2026
Institute for Wealth Management, LLC. History No change 505 27 0.0% 0.0% 330 0 0.0% Q2 2026 Jul 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 487 26 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 13, 2026
TUCKER ASSET MANAGEMENT LLC History No change 486 26 0.01% 0.01% 332 0 0.0% Q2 2026 Aug 27, 2026
CoreFirst Bank & Trust History No change 430 23 0.01% 0.01% 333 0 0.0% Q2 2026 Aug 05, 2026
Highland Investment Advisors LLC History No change 423 22 0.01% 0.01% 334 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 363 19 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 12, 2026
MONTAG A & ASSOCIATES INC History No change 347 18 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 05, 2026
Clearstead Advisors, LLC History No change 325 17 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 06, 2026
Colonial Trust Co / SC History No change 316 16 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 11, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 296 15 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 04, 2026
Strive Financial Group ,LLC History No change 270 14 0.01% 0.01% 340 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 250 13 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 235 12 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 13, 2026
Founders Financial Alliance, LLC History No change 229 12 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 04, 2026
Bank & Trust Co History No change 232 12 0.01% 0.01% 344 0 0.0% Q3 2026 Oct 07, 2026
FRANKLIN RESOURCES INC History No change 216 11 0.0% 0.0% 345 0 0.0% Q2 2026 Aug 13, 2026
ARMSTRONG ADVISORY GROUP, INC History New 132 7 0.0% — 349 +132 New Q3 2026 Oct 09, 2026
VANGUARD ADVISERS INC History No change 148 7 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 13, 2026
LRI Investments, LLC History No change 142 7 0.0% 0.0% 347 0 0.0% Q2 2026 Jul 14, 2026
REAP Financial Group, LLC History No change 143 7 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 04, 2026
CENTRAL TRUST Co History No change 128 6 0.0% 0.0% 350 0 0.0% Q2 2026 Jul 31, 2026
Bangor Savings Bank History No change 125 6 0.0% 0.0% 351 0 0.0% Q3 2026 Oct 06, 2026
Princeton Global Asset Management LLC History No change 126 6 0.0% 0.0% 352 0 0.0% Q2 2026 Jul 16, 2026
Abound Wealth Management History No change 123 6 0.0% 0.0% 353 0 0.0% Q2 2026 Jul 10, 2026
Caldwell Trust Co History No change 115 6 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 03, 2026
Keating Financial Advisory Services, Inc. History No change 112 6 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 11, 2026
HOWE & RUSLING INC History No change 105 5 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 10, 2026
Vision Retirement, LLC History No change 111 5 0.0% 0.0% 357 0 0.0% Q2 2026 Jul 21, 2026
ASHTON THOMAS SECURITIES, LLC History No change 75 4 0.0% 0.0% 358 0 0.0% Q2 2026 Jul 27, 2026
Allworth Financial LP History No change 86 4 0.0% 0.0% 359 0 0.0% Q2 2026 Aug 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 63 3 0.0% 0.0% 362 -258 -80.37% Q3 2026 Oct 13, 2026
BNP PARIBAS History No change 73 3 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History No change 68 3 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 14, 2026
Barnes Dennig Private Wealth Management LLC History No change 60 3 0.0% 0.0% 363 0 0.0% Q2 2026 Jul 15, 2026
Silver Grove Financial Group, Inc. History No change 59 3 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 13, 2026
Mondrian Investment Partners LTD History No change 50 2 0.0% 0.0% 365 0 0.0% Q2 2026 Jul 30, 2026
Kozak & Associates, Inc. History No change 39 2 0.0% 0.0% 366 0 0.0% Q2 2026 Jul 02, 2026
Rialto Wealth Management, LLC History No change 54 2 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History No change 22 1 0.0% 0.0% 368 0 0.0% Q2 2026 Jul 24, 2026
COURIER CAPITAL LLC History Closed out 0 0 — 0.01% — -5,088 -100.0% Q3 2026 Oct 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Closed out 0 0 — 0.03% — -1,420 -100.0% Q3 2026 Oct 14, 2026
GILL CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.0% — -144 -100.0% Q3 2026 Oct 13, 2026
Founders Capital Management History Closed out 0 0 — 0.0% — -93 -100.0% Q3 2026 Oct 13, 2026
Cape Investment Advisory, Inc. History New 16 0 — — — +16 New Q3 2026 Oct 13, 2026
SHP Wealth Management History No change 15 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
DHJJ Financial Advisors, Ltd. History No change 10 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Bell Investment Advisors, Inc History No change 12 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Glen Eagle Advisors, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Aug 14, 2026