WisdomTree Trust - DES
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 | 2,763,378 | 99,315 | 0.01% | 0.01% | 1 | +62,347 | 2.31% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,457,823 | 88,334 | 0.01% | 0.01% | 2 | +17,417 | 0.71% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 1,425,551 | 51,234 | 0.01% | 0.01% | 3 | -80,661 | -5.36% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 1,387,244 | 49,857 | 0.01% | 0.01% | 4 | -101,194 | -6.8% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Reduced | 1,347,290 | 48,421 | 0.03% | 0.03% | 5 | -15,324 | -1.12% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Reduced | 1,031,795 | 37,082 | 0.13% | 0.11% | 6 | -25,252 | -2.39% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 850,320 | 30,560 | 0.05% | 0.05% | 7 | -65,196 | -7.12% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 811,485 | 29,164 | 0.01% | 0.0% | 8 | +82,053 | 11.25% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 762,074 | 26,996 | 0.01% | 0.01% | 9 | +80,943 | 11.88% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 747,670 | 26,871 | 0.01% | 0.01% | 10 | -28,031 | -3.61% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 717,664 | 25,792 | 0.09% | 0.09% | 11 | +6,486 | 0.91% | Q1 2026 | Apr 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 699,258 | 25,131 | 0.14% | 0.14% | 12 | +6,434 | 0.93% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 681,578 | 24,496 | 0.0% | 0.0% | 13 | -82,384 | -10.78% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 417,602 | 15,009 | 0.0% | 0.0% | 14 | +9,381 | 2.3% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 348,798 | 12,535 | 0.15% | 0.14% | 15 | +15,657 | 4.7% | Q1 2026 | May 01, 2026 |
| Destination Wealth Management | History | Reduced | 329,246 | 11,833 | 0.31% | 0.29% | 16 | -2,566 | -0.77% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 320,538 | 11,520 | 0.01% | 0.01% | 17 | +1,290 | 0.4% | Q1 2026 | May 13, 2026 |
| Allen Investment Management, LLC | History | No change | 293,475 | 10,544 | 0.13% | 0.11% | 18 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 274,010 | 9,847 | 0.04% | 0.03% | 19 | +38,937 | 16.56% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 251,341 | 9,033 | 0.0% | 0.0% | 20 | +41,236 | 19.63% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 240,297 | 8,636 | 0.01% | 0.01% | 21 | -4,807 | -1.96% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 239,203 | 8,596 | 0.0% | 0.0% | 22 | +5,105 | 2.18% | Q1 2026 | May 04, 2026 |
| Curi Capital, LLC | History | Added to | 222,167 | 7,984 | 0.14% | 0.12% | 23 | +7,240 | 3.37% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 217,761 | 7,826 | 0.02% | 0.02% | 24 | -4,860 | -2.18% | Q1 2026 | May 06, 2026 |
| BIP Wealth, LLC | History | Reduced | 213,769 | 7,682 | 0.31% | 0.27% | 25 | -13,512 | -5.95% | Q1 2026 | Apr 27, 2026 |
| Del-Sette Capital Management, LLC | History | Added to | 212,232 | 7,627 | 4.56% | 3.91% | 26 | +22,930 | 12.11% | Q1 2026 | May 04, 2026 |
| HC Advisors, LLC | History | Added to | 206,534 | 7,422 | 4.97% | 4.74% | 27 | +1,595 | 0.78% | Q1 2026 | May 05, 2026 |
| One Wealth Map LLC | History | Reduced | 183,610 | 7,094 | 3.33% | 3.47% | 28 | -4,438 | -2.36% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 176,855 | 6,356 | 0.01% | 0.01% | 29 | +3,692 | 2.13% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 175,720 | 6,220 | 0.0% | 0.0% | 30 | -18,497 | -9.52% | Q1 2026 | May 13, 2026 |
| Melone Private Wealth, LLC | History | Added to | 172,167 | 6,187 | 2.53% | 2.27% | 31 | +12,457 | 7.8% | Q1 2026 | Apr 08, 2026 |
| Lee-Kelleher Wealth Management | History | Added to | 162,739 | 5,848 | 3.48% | 3.07% | 32 | +8,914 | 5.79% | Q1 2026 | Apr 14, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 159,821 | 5,743 | 0.59% | 0.55% | 33 | -1,711 | -1.06% | Q1 2026 | May 12, 2026 |
| Key FInancial Inc | History | Reduced | 158,701 | 5,703 | 1.02% | 0.99% | 34 | -3,092 | -1.91% | Q1 2026 | Apr 24, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 152,818 | 5,492 | 0.24% | 0.25% | 35 | -11,866 | -7.21% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 149,262 | 5,364 | 0.01% | 0.01% | 36 | +115 | 0.08% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 146,727 | 5,273 | 0.0% | 0.0% | 37 | +10,058 | 7.36% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 145,334 | 5,223 | 0.01% | 0.01% | 38 | +717 | 0.5% | Q1 2026 | May 14, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 140,617 | 5,053 | 4.84% | 4.63% | 39 | -6,014 | -4.1% | Q1 2026 | Apr 16, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 132,137 | 4,748 | 0.08% | 0.08% | 40 | +3,445 | 2.68% | Q1 2026 | May 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 130,300 | 4,682 | 0.0% | — | 41 | +130,300 | New | Q1 2026 | May 15, 2026 |
| Parcion Private Wealth LLC | History | No change | 128,500 | 4,618 | 0.29% | 0.26% | 42 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CROBAN | History | Added to | 126,974 | 4,562 | 2.15% | 1.97% | 43 | +5,010 | 4.11% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 124,839 | 4,487 | 0.01% | 0.01% | 44 | -2,968 | -2.32% | Q1 2026 | Apr 22, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 118,711 | 4,266 | 2.36% | 2.35% | 45 | +229 | 0.19% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 114,540 | 4,153 | 0.01% | 0.01% | 46 | -28,140 | -19.72% | Q1 2026 | Apr 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 100,160 | 3,599 | 0.07% | 0.07% | 47 | -2,788 | -2.71% | Q1 2026 | Apr 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 95,624 | 3,436 | 0.18% | 0.15% | 48 | +13,441 | 16.35% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 92,361 | 3,319 | 0.02% | 0.01% | 49 | +17,043 | 22.63% | Q1 2026 | May 08, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 90,554 | 3,254 | 0.17% | 0.18% | 50 | -7,492 | -7.64% | Q1 2026 | Apr 08, 2026 |
| Waverly Advisors, LLC | History | Added to | 89,290 | 3,209 | 0.02% | 0.02% | 51 | +215 | 0.24% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 80,810 | 2,904 | 0.06% | 0.06% | 52 | -11,770 | -12.71% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Wealth | History | Reduced | 80,464 | 2,891 | 0.0% | 0.0% | 53 | -557 | -0.69% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 79,726 | 2,865 | 0.01% | 0.0% | 54 | +2,037 | 2.62% | Q1 2026 | May 01, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | No change | 78,492 | 2,820 | 1.46% | 1.36% | 55 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 78,059 | 2,805 | 0.0% | 0.0% | 56 | -15,880 | -16.9% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 77,634 | 2,790 | 0.02% | 0.02% | 57 | +17,499 | 29.1% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 75,646 | 2,718 | 0.0% | 0.0% | 58 | -6,077 | -7.44% | Q1 2026 | Apr 27, 2026 |
| VESTOR CAPITAL, LLC | History | New | 75,321 | 2,707 | 0.2% | — | 59 | +75,321 | New | Q1 2026 | May 21, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 74,016 | 2,660 | 1.57% | — | 60 | +74,016 | New | Q1 2026 | May 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 71,231 | 2,560 | 0.6% | 0.28% | 61 | +36,385 | 104.42% | Q1 2026 | Apr 17, 2026 |
| Cerity Partners LLC | History | Reduced | 70,613 | 2,537 | 0.0% | 0.0% | 62 | -22,992 | -24.56% | Q1 2026 | May 15, 2026 |
| Farmers National Bank | History | No change | 74,707 | 2,498 | 0.56% | 0.56% | 63 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 69,212 | 2,487 | 0.08% | 0.07% | 64 | +1,224 | 1.8% | Q1 2026 | Apr 24, 2026 |
| Corient Private Wealth LLC | History | Reduced | 70,141 | 2,487 | 0.0% | 0.0% | 65 | -330 | -0.47% | Q1 2026 | May 15, 2026 |
| Marathon Strategic Advisors, LLC | History | Added to | 68,287 | 2,454 | 1.76% | 1.7% | 66 | +1,688 | 2.53% | Q1 2026 | Apr 15, 2026 |
| Capital Analysts, LLC | History | Added to | 66,189 | 2,379 | 0.06% | 0.06% | 67 | +12 | 0.02% | Q1 2026 | May 14, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 64,234 | 2,308 | 0.23% | 0.22% | 68 | -2,350 | -3.53% | Q1 2026 | Apr 30, 2026 |
| &PARTNERS | History | Reduced | 63,551 | 2,284 | 0.01% | 0.01% | 69 | -523 | -0.82% | Q1 2026 | May 15, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 60,029 | 2,157 | 0.49% | 0.47% | 70 | -2,719 | -4.33% | Q1 2026 | Apr 15, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 59,059 | 2,122 | 1.3% | 1.39% | 71 | -2,281 | -3.72% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 59,029 | 2,121 | 0.0% | 0.0% | 72 | +14,630 | 32.95% | Q1 2026 | May 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 58,067 | 2,086 | 0.23% | 0.21% | 73 | +72 | 0.12% | Q1 2026 | May 12, 2026 |
| Aspen Investment Management Inc | History | Reduced | 57,776 | 2,076 | 0.64% | 0.58% | 74 | -149 | -0.26% | Q1 2026 | Apr 15, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 57,080 | 2,051 | 0.23% | 0.22% | 75 | -1,019 | -1.75% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 56,715 | 2,038 | 0.0% | 0.0% | 76 | -1,019 | -1.76% | Q1 2026 | May 07, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 56,532 | 2,031 | 0.28% | 0.27% | 77 | -2,057 | -3.51% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | Reduced | 56,261 | 2,022 | 0.03% | 0.02% | 78 | -1,259 | -2.19% | Q1 2026 | May 01, 2026 |
| Modera Wealth Management, LLC | History | Added to | 55,901 | 2,009 | 0.02% | 0.02% | 79 | +1,164 | 2.13% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 53,943 | 1,939 | 0.0% | 0.0% | 80 | +2,119 | 4.09% | Q1 2026 | Apr 30, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 53,193 | 1,911 | 0.54% | 0.47% | 81 | +3,588 | 7.23% | Q1 2026 | May 01, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 52,401 | 1,900 | 0.17% | 0.16% | 82 | -1,177 | -2.2% | Q1 2026 | May 11, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 52,157 | 1,874 | 1.09% | 1.03% | 83 | +2,438 | 4.9% | Q1 2026 | Apr 15, 2026 |
| Investment Research Partners LLC | History | Added to | 50,916 | 1,829 | 0.74% | 0.73% | 84 | +316 | 0.62% | Q1 2026 | Apr 29, 2026 |
| JNBA Financial Advisors | History | Reduced | 50,701 | 1,822 | 0.15% | 0.15% | 85 | -2,077 | -3.94% | Q1 2026 | Apr 22, 2026 |
| NBT BANK N A /NY | History | Added to | 50,116 | 1,801 | 0.12% | 0.11% | 86 | +26,933 | 116.18% | Q1 2026 | Apr 28, 2026 |
| Ascent Group, LLC | History | Reduced | 49,877 | 1,792 | 0.06% | 0.06% | 87 | -2,877 | -5.45% | Q1 2026 | May 15, 2026 |
| Powers Advisory Group, LLC | History | Reduced | 48,861 | 1,756 | 0.62% | 0.62% | 88 | -195 | -0.4% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 47,000 | 1,689 | 0.0% | 0.0% | 89 | -9,583 | -16.94% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 43,230 | 1,553 | 0.03% | 0.0% | 90 | +36,602 | 552.23% | Q1 2026 | May 18, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 41,321 | 1,485 | 0.69% | 0.65% | 91 | +114 | 0.28% | Q1 2026 | Apr 17, 2026 |
| INVESTED ADVISORS | History | Added to | 41,300 | 1,484 | 1.5% | 1.42% | 92 | +292 | 0.71% | Q1 2026 | Apr 29, 2026 |
| WESBANCO BANK INC | History | Reduced | 40,819 | 1,467 | 0.04% | 0.04% | 93 | -94 | -0.23% | Q1 2026 | Apr 21, 2026 |
| F&V Capital Management, LLC | History | Added to | 40,245 | 1,446 | 0.31% | 0.27% | 94 | +1,850 | 4.82% | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | Added to | 39,959 | 1,436 | 0.02% | 0.02% | 95 | +9,291 | 30.3% | Q1 2026 | Apr 27, 2026 |
| Platform Technology Partners | History | No change | 39,781 | 1,429 | 0.28% | 0.28% | 96 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 38,398 | 1,380 | 0.17% | 0.16% | 97 | -407 | -1.05% | Q1 2026 | Apr 08, 2026 |
| Arax Advisory Partners | History | Added to | 36,645 | 1,317 | 0.04% | 0.01% | 98 | +23,575 | 180.37% | Q1 2026 | May 13, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 36,600 | 1,315 | 0.62% | 0.51% | 99 | +4,235 | 13.09% | Q1 2026 | Apr 15, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 36,088 | 1,297 | 0.14% | 0.15% | 100 | -3,689 | -9.27% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Added to | 35,842 | 1,288 | 0.0% | 0.0% | 101 | +5,189 | 16.93% | Q1 2026 | May 13, 2026 |
| Independence Bank of Kentucky | History | Reduced | 35,651 | 1,281 | 0.16% | 0.15% | 102 | -125 | -0.35% | Q1 2026 | Apr 30, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 35,099 | 1,261 | 0.06% | 0.06% | 103 | -1,136 | -3.14% | Q1 2026 | Apr 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 35,081 | 1,260 | 0.01% | 0.01% | 104 | -718 | -2.01% | Q1 2026 | May 12, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 34,821 | 1,251 | 0.39% | 0.29% | 105 | +6,507 | 22.98% | Q1 2026 | May 19, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 34,199 | 1,229 | 0.19% | 0.18% | 106 | -476 | -1.37% | Q1 2026 | Apr 22, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 33,961 | 1,220 | 0.01% | 0.02% | 107 | -783 | -2.25% | Q1 2026 | Apr 23, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 33,791 | 1,214 | 0.22% | 0.23% | 108 | -389 | -1.14% | Q1 2026 | Apr 30, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 33,186 | 1,192 | 0.02% | 0.03% | 109 | -10,139 | -23.4% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 33,052 | 1,187 | 0.0% | 0.0% | 110 | -304 | -0.91% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 32,352 | 1,162 | 0.01% | 0.01% | 111 | +556 | 1.75% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 31,348 | 1,126 | 0.02% | 0.02% | 112 | -294 | -0.93% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 31,121 | 1,118 | 0.01% | 0.01% | 113 | +4,449 | 16.68% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 29,191 | 1,049 | 0.0% | 0.0% | 114 | -15,664 | -34.92% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 28,398 | 1,021 | 0.0% | 0.0% | 115 | +3,989 | 16.34% | Q1 2026 | May 13, 2026 |
| Apella Capital, LLC | History | Added to | 26,457 | 1,014 | 0.02% | 0.02% | 116 | +715 | 2.78% | Q1 2026 | Apr 20, 2026 |
| WealthShield Partners, LLC | History | Reduced | 28,099 | 1,009 | 0.11% | 0.1% | 117 | -274 | -0.97% | Q1 2026 | May 01, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 27,545 | 989 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| COWA, LLC | History | Reduced | 27,220 | 978 | 0.26% | 0.29% | 119 | -878 | -3.12% | Q1 2026 | May 14, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 25,264 | 976 | 0.02% | 0.02% | 120 | -1,702 | -6.31% | Q1 2026 | May 11, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 26,925 | 967 | 0.13% | 0.11% | 121 | +3,799 | 16.43% | Q1 2026 | Apr 22, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 26,822 | 963 | 0.08% | 0.09% | 122 | -7,266 | -21.32% | Q1 2026 | Apr 23, 2026 |
| SPINNAKER TRUST | History | No change | 26,411 | 949 | 0.05% | 0.05% | 123 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Private Advisor Group, LLC | History | Reduced | 26,363 | 947 | 0.0% | 0.0% | 124 | -1,431 | -5.15% | Q1 2026 | Apr 24, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 26,318 | 945 | 0.58% | 0.52% | 125 | +42 | 0.16% | Q1 2026 | May 13, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 25,722 | 924 | 0.08% | 0.07% | 126 | +1,905 | 8.0% | Q1 2026 | Apr 15, 2026 |
| BOKF, NA | History | Reduced | 25,460 | 915 | 0.01% | 0.01% | 127 | -86 | -0.34% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 24,632 | 888 | 0.01% | 0.01% | 128 | +2,522 | 11.41% | Q1 2026 | Apr 07, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 23,659 | 850 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | New | 23,411 | 841 | 0.01% | — | 130 | +23,411 | New | Q1 2026 | May 15, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 22,957 | 825 | 0.07% | 0.06% | 131 | -45 | -0.2% | Q1 2026 | May 13, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 22,868 | 821 | 0.06% | 0.06% | 132 | -2,742 | -10.71% | Q1 2026 | May 05, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 22,674 | 814 | 0.31% | 0.31% | 133 | -1,220 | -5.11% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | New | 22,116 | 794 | 0.0% | — | 134 | +22,116 | New | Q1 2026 | May 01, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 22,067 | 793 | 0.46% | 0.41% | 135 | +1,880 | 9.31% | Q1 2026 | May 12, 2026 |
| NewSquare Capital LLC | History | Added to | 21,629 | 777 | 0.07% | 0.06% | 136 | +911 | 4.4% | Q1 2026 | May 08, 2026 |
| Composition Wealth, LLC | History | Added to | 21,299 | 765 | 0.01% | 0.01% | 137 | +1,665 | 8.48% | Q1 2026 | Apr 08, 2026 |
| IFP Advisors, Inc | History | Added to | 21,302 | 765 | 0.02% | 0.02% | 138 | +313 | 1.49% | Q1 2026 | Apr 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 20,736 | 745 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 20,540 | 738 | 0.0% | 0.0% | 140 | +5,256 | 34.39% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 20,520 | 737 | 0.01% | 0.01% | 141 | -1,785 | -8.0% | Q1 2026 | Apr 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 20,272 | 728 | 0.0% | 0.0% | 142 | +11 | 0.05% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 20,185 | 725 | 0.01% | 0.0% | 143 | +17 | 0.08% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 19,841 | 713 | 0.02% | 0.02% | 144 | -1,653 | -7.69% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 19,788 | 711 | 0.01% | 0.01% | 145 | +1,322 | 7.16% | Q1 2026 | May 13, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 19,571 | 703 | 0.43% | 0.4% | 146 | +217 | 1.12% | Q1 2026 | Apr 07, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 19,362 | 695 | 0.01% | 0.01% | 147 | -1,880 | -8.85% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 19,295 | 693 | 0.0% | 0.0% | 148 | +1,372 | 7.65% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 19,410 | 649 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 17,762 | 638 | 0.02% | 0.02% | 150 | -104 | -0.58% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 17,648 | 634 | 0.0% | 0.0% | 151 | -1,195 | -6.34% | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | No change | 17,378 | 624 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Seek First Inc. | History | Added to | 17,196 | 618 | 0.44% | 0.39% | 153 | +47 | 0.27% | Q1 2026 | Apr 23, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 17,148 | 616 | 0.02% | 0.02% | 154 | -1,079 | -5.92% | Q1 2026 | May 14, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 17,129 | 615 | 0.12% | 0.09% | 155 | -146 | -0.85% | Q1 2026 | May 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 16,613 | 597 | 0.01% | 0.01% | 156 | -271 | -1.61% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | No change | 16,587 | 596 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Empirical Asset Management, LLC | History | Added to | 16,216 | 582 | 0.15% | 0.15% | 158 | +101 | 0.63% | Q1 2026 | May 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 15,893 | 571 | 0.01% | 0.01% | 159 | -3,466 | -17.9% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 15,776 | 566 | 0.04% | 0.03% | 160 | +1,147 | 7.84% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 15,715 | 564 | 0.04% | 0.02% | 161 | +7,747 | 97.23% | Q1 2026 | Apr 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 15,647 | 562 | 0.04% | 0.02% | 162 | +6,876 | 78.39% | Q1 2026 | May 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 15,102 | 550 | 0.06% | 0.08% | 163 | -129 | -0.85% | Q1 2026 | Apr 10, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | New | 15,295 | 549 | 0.0% | — | 164 | +15,295 | New | Q1 2026 | Apr 30, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 15,161 | 544 | 0.04% | 0.3% | 165 | +35 | 0.23% | Q1 2026 | Apr 16, 2026 |
| M Holdings Securities, Inc. | History | Added to | 15,049 | 542 | 0.04% | 0.04% | 166 | +303 | 2.05% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 14,973 | 538 | 0.0% | 0.0% | 167 | -246 | -1.62% | Q1 2026 | May 14, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 14,957 | 537 | 0.1% | 0.09% | 168 | +6 | 0.04% | Q1 2026 | Apr 29, 2026 |
| United Advisor Group, LLC | History | Reduced | 14,668 | 527 | 0.06% | 0.06% | 169 | -188 | -1.27% | Q1 2026 | Apr 17, 2026 |
| Savant Capital, LLC | History | Added to | 14,605 | 524 | 0.0% | 0.0% | 170 | +7 | 0.05% | Q1 2026 | May 04, 2026 |
| Abundance Wealth Counselors | History | Reduced | 14,483 | 520 | 0.07% | 0.08% | 171 | -69 | -0.47% | Q1 2026 | Apr 22, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 14,390 | 517 | 0.47% | 0.4% | 172 | +1,100 | 8.28% | Q1 2026 | Apr 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 15,213 | 515 | 0.0% | 0.0% | 173 | +1,324 | 9.53% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 14,140 | 508 | 0.01% | 0.01% | 174 | +67 | 0.48% | Q1 2026 | May 04, 2026 |
| Round Rock Advisors LLC | History | Reduced | 13,949 | 501 | 0.08% | 0.07% | 176 | -425 | -2.96% | Q1 2026 | May 15, 2026 |
| Arkos Global Advisors | History | Reduced | 13,947 | 501 | 0.06% | 0.06% | 175 | -10 | -0.07% | Q1 2026 | May 13, 2026 |
| Avail Investment Partners, LLC | History | New | 13,896 | 499 | 0.53% | — | 177 | +13,896 | New | Q1 2026 | May 13, 2026 |
| Integrated Advisors Network LLC | History | No change | 13,450 | 483 | 0.03% | 0.02% | 178 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | New | 13,249 | 476 | 0.06% | — | 179 | +13,249 | New | Q1 2026 | Apr 16, 2026 |
| Focus Financial Network, Inc. | History | Added to | 13,142 | 472 | 0.02% | 0.02% | 180 | +50 | 0.38% | Q1 2026 | Apr 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 13,113 | 471 | 0.0% | 0.0% | 182 | +711 | 5.73% | Q1 2026 | May 05, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 13,117 | 471 | 0.09% | 0.08% | 181 | -63 | -0.48% | Q1 2026 | Apr 09, 2026 |
| Sharper & Granite LLC | History | Reduced | 12,860 | 462 | 0.16% | 0.25% | 183 | -8,600 | -40.07% | Q1 2026 | Apr 08, 2026 |
| New Hampshire Trust | History | No change | 12,874 | 462 | 0.09% | 0.08% | 184 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Montecito Bank & Trust | History | Reduced | 12,785 | 459 | 0.08% | 0.14% | 185 | -13,265 | -50.92% | Q1 2026 | Apr 16, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 12,719 | 457 | 0.0% | 0.0% | 186 | -1,652 | -11.5% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 11,954 | 456 | 0.01% | 0.01% | 187 | -2,016 | -14.43% | Q1 2026 | May 04, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 11,599 | 448 | 0.01% | 0.01% | 188 | +56 | 0.49% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 11,792 | 443 | 0.03% | 0.03% | 189 | -3,058 | -20.59% | Q1 2026 | Apr 17, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 12,337 | 443 | 0.05% | 0.04% | 190 | +1,612 | 15.03% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Reduced | 12,059 | 433 | 0.0% | 0.0% | 191 | -1,538 | -11.31% | Q1 2026 | May 14, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 12,063 | 433 | 0.02% | 0.02% | 192 | -13 | -0.11% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 12,027 | 432 | 0.0% | 0.0% | 193 | +10,460 | 667.52% | Q1 2026 | May 13, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 11,917 | 428 | 0.22% | 0.15% | 194 | +1,299 | 12.23% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 11,852 | 425 | 0.0% | 0.0% | 195 | +10,150 | 596.36% | Q1 2026 | May 13, 2026 |
| JT Stratford LLC | History | Reduced | 11,670 | 419 | 0.05% | 0.05% | 196 | -347 | -2.89% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 11,584 | 416 | 0.0% | 0.0% | 197 | +499 | 4.5% | Q1 2026 | May 15, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 11,580 | 416 | 0.1% | 0.1% | 198 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Atria Investments, Inc | History | Reduced | 11,309 | 406 | 0.0% | 0.01% | 199 | -3,711 | -24.71% | Q1 2026 | May 05, 2026 |
| Anson Capital, Inc. | History | Added to | 11,318 | 406 | 0.28% | 0.27% | 200 | +320 | 2.91% | Q1 2026 | May 13, 2026 |
| Collar Capital Management, LLC | History | Reduced | 11,193 | 402 | 0.26% | 0.35% | 201 | -4,545 | -28.88% | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 11,147 | 400 | 0.07% | 0.07% | 202 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LOM Asset Management Ltd | History | No change | 11,000 | 395 | 0.11% | 0.11% | 203 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 10,911 | 392 | 0.19% | 0.2% | 204 | -961 | -8.09% | Q1 2026 | May 15, 2026 |
| Triton Financial Group Inc | History | New | 11,066 | 384 | 0.67% | — | 205 | +11,066 | New | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 10,520 | 378 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 10,181 | 365 | 0.0% | 0.01% | 207 | -2,154 | -17.46% | Q1 2026 | Apr 21, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 10,159 | 365 | 0.01% | 0.01% | 208 | -79 | -0.77% | Q1 2026 | May 12, 2026 |
| BRADY FAMILY WEALTH, LLC | History | No change | 10,174 | 365 | 0.11% | 0.1% | 209 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Phillip James Consulting Co. | History | New | 10,069 | 361 | 0.27% | — | 210 | +10,069 | New | Q1 2026 | May 11, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 9,984 | 358 | 0.01% | 0.01% | 211 | +28 | 0.28% | Q1 2026 | May 15, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 9,886 | 355 | 0.16% | 0.12% | 212 | -216 | -2.14% | Q1 2026 | May 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 9,829 | 353 | 0.07% | 0.07% | 213 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 9,761 | 350 | 0.02% | 0.02% | 214 | +383 | 4.08% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 9,719 | 349 | 0.0% | 0.0% | 215 | -865 | -8.17% | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 9,099 | 347 | 0.01% | 0.01% | 216 | +135 | 1.51% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,597 | 344 | 0.01% | 0.01% | 217 | +1,625 | 20.38% | Q1 2026 | May 15, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 8,957 | 321 | 0.2% | 0.25% | 219 | -3,082 | -25.6% | Q1 2026 | Apr 23, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 8,937 | 321 | 0.01% | 0.01% | 218 | -751 | -7.75% | Q1 2026 | Apr 27, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 8,920 | 320 | 0.15% | 0.15% | 220 | -150 | -1.65% | Q1 2026 | May 07, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 8,855 | 318 | 0.22% | 0.23% | 221 | -1,255 | -12.41% | Q1 2026 | Apr 30, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 8,777 | 315 | 0.01% | 0.01% | 222 | -436 | -4.73% | Q1 2026 | Apr 08, 2026 |
| New Insight Wealth Advisors | History | Reduced | 8,758 | 314 | 0.11% | 0.11% | 223 | -140 | -1.57% | Q1 2026 | May 07, 2026 |
| Dakota Wealth Management | History | Reduced | 8,655 | 311 | 0.01% | 0.01% | 224 | -938 | -9.78% | Q1 2026 | May 07, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 8,618 | 309 | 0.02% | 0.02% | 226 | -1,938 | -18.36% | Q1 2026 | Apr 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 8,621 | 309 | 0.01% | 0.01% | 225 | +458 | 5.61% | Q1 2026 | Apr 23, 2026 |
| MAI Capital Management | History | No change | 8,488 | 305 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 8,434 | 303 | 0.08% | 0.1% | 228 | -1,964 | -18.89% | Q1 2026 | Apr 16, 2026 |
| VICUS CAPITAL | History | Reduced | 8,400 | 301 | 0.02% | 0.03% | 229 | -1,761 | -17.33% | Q1 2026 | Apr 22, 2026 |
| PFG Investments, LLC | History | Reduced | 8,373 | 300 | 0.01% | 0.02% | 230 | -1,593 | -15.98% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 8,263 | 296 | 0.08% | 0.07% | 231 | +930 | 12.68% | Q1 2026 | May 13, 2026 |
| TigerOak Management, L.L.C. | History | Added to | 8,224 | 295 | 0.09% | 0.07% | 232 | +900 | 12.29% | Q1 2026 | Apr 21, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 8,105 | 291 | 0.06% | 0.06% | 233 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 7,980 | 286 | 0.06% | 0.06% | 234 | -360 | -4.32% | Q1 2026 | Apr 27, 2026 |
| Wick Capital Partners, LLC | History | No change | 7,888 | 283 | 0.05% | 0.05% | 235 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Berger Financial Group, Inc | History | No change | 7,874 | 282 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 7,701 | 277 | 0.01% | — | 239 | +7,701 | New | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 7,714 | 277 | 0.0% | 0.0% | 237 | +231 | 3.09% | Q1 2026 | May 12, 2026 |
| VANCE WEALTH, LLC | History | No change | 7,728 | 277 | 0.08% | 0.08% | 238 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 7,647 | 275 | 0.0% | 0.0% | 240 | -1,073 | -12.31% | Q1 2026 | Apr 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 7,658 | 275 | 0.02% | 0.02% | 241 | -450 | -5.55% | Q1 2026 | Apr 20, 2026 |
| Trilogy Capital Inc. | History | No change | 7,476 | 268 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bison Wealth, LLC | History | Added to | 7,012 | 266 | 0.03% | 0.03% | 243 | +3 | 0.04% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 7,269 | 261 | 0.01% | 0.01% | 244 | -635 | -8.03% | Q1 2026 | Apr 06, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 7,236 | 260 | 0.02% | 0.02% | 245 | -1,624 | -18.33% | Q1 2026 | Apr 21, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 7,234 | 259 | 0.1% | 0.12% | 246 | -2,160 | -22.99% | Q1 2026 | Apr 14, 2026 |
| Kovack Advisors, Inc. | History | New | 7,104 | 256 | 0.01% | — | 247 | +7,104 | New | Q1 2026 | May 12, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 7,099 | 255 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 7,000 | 251 | 0.06% | 0.06% | 249 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CAPE ANN SAVINGS BANK | History | Added to | 6,721 | 241 | 0.12% | 0.1% | 250 | +607 | 9.93% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 28,255 | 239 | 0.01% | 0.0% | 251 | -10,073 | -26.28% | Q1 2026 | May 15, 2026 |
| Causey Wealth LLC | History | Reduced | 6,562 | 235 | 0.1% | 0.22% | 253 | -6,669 | -50.4% | Q1 2026 | May 12, 2026 |
| Rockingstone Advisors LLC | History | No change | 6,565 | 235 | 0.11% | 0.1% | 252 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,485 | 233 | 0.0% | — | 254 | +6,485 | New | Q1 2026 | May 12, 2026 |
| MCF Advisors LLC | History | Added to | 6,430 | 231 | 0.01% | 0.01% | 255 | +77 | 1.21% | Q1 2026 | May 11, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 6,355 | 228 | 0.12% | 0.12% | 257 | +65 | 1.03% | Q1 2026 | Apr 24, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 6,347 | 228 | 0.09% | 0.09% | 256 | +1 | 0.02% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | New | 6,338 | 227 | 0.0% | — | 258 | +6,338 | New | Q1 2026 | May 01, 2026 |
| Sun Financial Inc | History | New | 5,904 | 225 | 0.11% | — | 259 | +5,904 | New | Q1 2026 | May 15, 2026 |
| Fiduciary Group, LLC | History | No change | 6,240 | 224 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clark Asset Management, LLC | History | No change | 6,183 | 222 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Summit Financial, LLC | History | New | 6,167 | 221 | 0.0% | — | 263 | +6,167 | New | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 6,159 | 221 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 6,138 | 220 | 0.08% | — | 264 | +6,138 | New | Q1 2026 | Apr 28, 2026 |
| Lido Advisors, LLC | History | Reduced | 6,013 | 216 | 0.0% | 0.0% | 266 | -998 | -14.23% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,485 | 216 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hilltop Partners LLC | History | No change | 6,024 | 216 | 0.06% | 0.05% | 267 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,422 | 214 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Accredited Investors Inc. | History | New | 5,906 | 212 | 0.01% | — | 269 | +5,906 | New | Q1 2026 | Apr 30, 2026 |
| Aviance Capital Partners, LLC | History | New | 5,756 | 206 | 0.02% | — | 270 | +5,756 | New | Q1 2026 | May 06, 2026 |
| National Philanthropic Trust | History | New | 5,670 | 203 | 0.0% | — | 271 | +5,670 | New | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | New | 5,624 | 202 | 0.01% | — | 272 | +5,624 | New | Q1 2026 | Apr 17, 2026 |
| Caldwell Trust Co | History | No change | 5,480 | 196 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 5,448 | 195 | 0.0% | 0.0% | 274 | -23 | -0.42% | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | Added to | 5,424 | 194 | 0.0% | 0.0% | 275 | +2,850 | 110.72% | Q1 2026 | May 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 5,184 | 186 | 0.03% | 0.03% | 276 | +14 | 0.27% | Q1 2026 | May 06, 2026 |
| Western Wealth Management, LLC | History | New | 5,112 | 183 | 0.01% | — | 277 | +5,112 | New | Q1 2026 | May 19, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 5,052 | 181 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Allworth Financial LP | History | Reduced | 4,604 | 165 | 0.0% | 0.0% | 279 | -2,267 | -32.99% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,264 | 142 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,586 | 128 | 0.0% | 0.0% | 281 | -1 | -0.03% | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 3,550 | 127 | 0.09% | 0.09% | 282 | +164 | 4.84% | Q1 2026 | Apr 27, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 3,249 | 116 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Colonial Trust Co / SC | History | Reduced | 3,157 | 111 | 0.02% | 0.01% | 284 | -85 | -2.62% | Q1 2026 | May 12, 2026 |
| Viewpoint Capital Management LLC | History | No change | 2,856 | 102 | 0.05% | 0.04% | 285 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,632 | 94 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,560 | 92 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,367 | 85 | 0.01% | 0.01% | 288 | +177 | 8.08% | Q1 2026 | May 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 2,044 | 73 | 0.02% | 0.03% | 289 | -521 | -20.31% | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 2,008 | 72 | 0.02% | 0.03% | 290 | -309 | -13.34% | Q1 2026 | Apr 09, 2026 |
| Versant Capital Management, Inc | History | No change | 1,944 | 69 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| JPL Wealth Management, LLC | History | New | 1,785 | 64 | 0.01% | — | 292 | +1,785 | New | Q1 2026 | May 08, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,597 | 57 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Main Street Group, LTD | History | New | 1,541 | 55 | 0.02% | — | 294 | +1,541 | New | Q1 2026 | May 06, 2026 |
| Fairman Group, LLC | History | No change | 1,518 | 54 | 0.05% | 0.04% | 295 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Rossby Financial, LCC | History | Added to | 1,474 | 53 | 0.01% | 0.01% | 296 | +640 | 76.74% | Q1 2026 | May 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,580 | 52 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 1,375 | 49 | 0.0% | 0.01% | 298 | -695 | -33.57% | Q1 2026 | Apr 17, 2026 |
| ORG Partners LLC | History | No change | 1,475 | 49 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Aspect Partners, LLC | History | Added to | 1,254 | 45 | 0.02% | 0.02% | 301 | +4 | 0.32% | Q1 2026 | Apr 02, 2026 |