WisdomTree Trust - DGRW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 11,286,993 | 1,079,262 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 11,266,011 | 1,077,255 | 0.24% | 0.24% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11,095,584 | 1,060,959 | 0.53% | 0.53% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 8,705,431 | 832,413 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hamilton Capital, LLC | History | Added to | 7,246,278 | 704,628 | 39.57% | 34.09% | 5 | +45,210 | 0.63% | Q3 2026 | Oct 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 6,810,149 | 651,206 | 0.13% | 0.13% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,500,117 | 334,681 | 0.09% | 0.09% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 2,793,709 | 267,134 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 2,717,667 | 259,863 | 0.25% | 0.25% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 2,640,256 | 252,461 | 0.23% | 0.23% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,966,718 | 188,057 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,632,046 | 156,056 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,526,712 | 145,985 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 1,451,061 | 138,750 | 3.64% | 3.64% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 1,291,594 | 123,502 | 0.13% | 0.13% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 1,181,665 | 112,990 | 0.52% | 0.52% | 16 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,143,793 | 109,369 | 0.56% | 0.56% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 1,088,807 | 104,111 | 2.0% | 2.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,080,381 | 103,306 | 0.5% | 0.5% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 1,037,498 | 99,205 | 4.91% | 4.91% | 20 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stratos Investment Management, LLC | History | No change | 971,774 | 92,921 | 3.36% | 3.36% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 938,490 | 89,738 | 6.58% | 6.58% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 887,176 | 84,831 | 0.11% | 0.11% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 885,297 | 84,652 | 5.47% | 5.47% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 856,123 | 81,862 | 0.13% | 0.13% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RVW Wealth, LLC | History | Reduced | 833,624 | 81,061 | 5.2% | 5.3% | 26 | -8,683 | -1.03% | Q3 2026 | Oct 06, 2026 |
| Glassman Wealth Services | History | No change | 827,493 | 79,124 | 9.48% | 9.48% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 727,465 | 70,615 | 0.12% | 0.12% | 28 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Savant Capital, LLC | History | No change | 768,169 | 70,414 | 0.21% | 0.21% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 732,660 | 70,056 | 8.54% | 8.54% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 725,739 | 69,406 | 0.08% | 0.08% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 694,986 | 66,454 | 0.21% | 0.21% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 694,884 | 66,444 | 0.1% | 0.1% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IAM Advisory, LLC | History | No change | 668,549 | 63,926 | 12.46% | 12.46% | 34 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 642,340 | 61,420 | 9.84% | 9.84% | 35 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Schorn Wealth LLC | History | No change | 622,496 | 59,523 | 15.57% | 15.57% | 36 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HighPoint Advisor Group LLC | History | No change | 616,362 | 58,936 | 2.08% | 2.08% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 605,899 | 57,936 | 10.52% | 10.52% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 580,499 | 55,507 | 5.04% | 5.04% | 39 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JPMORGAN CHASE & CO | History | No change | 565,233 | 53,923 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 540,005 | 51,635 | 6.51% | 6.51% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 533,740 | 51,036 | 11.5% | 11.5% | 42 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 533,206 | 50,985 | 0.15% | 0.15% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONNABLE OFFICE INC | History | No change | 530,321 | 50,709 | 4.46% | 4.46% | 44 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 514,533 | 49,200 | 0.11% | 0.11% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 514,236 | 49,171 | 0.41% | 0.41% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 506,722 | 48,453 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Intrua Financial, LLC | History | No change | 497,158 | 47,538 | 4.36% | 4.36% | 48 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Equitable Holdings, Inc. | History | No change | 461,544 | 44,132 | 0.26% | 0.26% | 49 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| One Capital Management, LLC | History | No change | 498,699 | 43,805 | 1.22% | 1.22% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 413,908 | 39,577 | 6.91% | 6.91% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Team Financial Group, LLC | History | No change | 407,395 | 38,955 | 16.54% | 16.54% | 52 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| IFP Advisors, Inc | History | No change | 406,971 | 38,914 | 0.7% | 0.7% | 53 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 403,172 | 38,551 | 0.42% | 0.42% | 54 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 398,575 | 38,111 | 3.81% | 3.81% | 55 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 394,078 | 37,307 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TAIYO LIFE INSURANCE CO | History | No change | 390,000 | 37,292 | 3.41% | 3.41% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aspire Capital Advisors LLC | History | No change | 381,712 | 36,499 | 7.11% | 7.11% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanchez Wealth Management Group | History | No change | 378,315 | 36,174 | 6.34% | 6.34% | 59 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BCM ADVISORS, LLC | History | No change | 378,553 | 36,129 | 7.03% | 7.03% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RESOLUTE CAPITAL, LLC | History | No change | 364,168 | 34,821 | 12.02% | 12.02% | 61 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Winthrop Advisory Group LLC | History | No change | 356,925 | 34,129 | 2.3% | 2.3% | 62 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 351,171 | 33,578 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Modern Wealth Management, LLC | History | No change | 342,329 | 32,733 | 0.39% | 0.39% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 333,133 | 31,854 | 0.35% | 0.35% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Choice Wealth Advisors LLC | History | No change | 330,979 | 31,648 | 11.11% | 11.11% | 66 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NewEdge Wealth, LLC | History | No change | 329,817 | 31,537 | 0.32% | 0.32% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 328,739 | 31,434 | 2.98% | 2.98% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 327,342 | 31,300 | 1.02% | 1.02% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mariner, LLC | History | No change | 321,071 | 30,700 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 309,723 | 29,615 | 2.17% | 2.17% | 71 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cerity Partners LLC | History | No change | 305,644 | 29,225 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 299,352 | 28,624 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Stenger Family Office, LLC | History | No change | 292,242 | 27,905 | 4.43% | 4.43% | 74 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | No change | 291,804 | 27,902 | 2.34% | 2.34% | 75 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TigerOak Management, L.L.C. | History | No change | 291,189 | 27,843 | 7.82% | 7.82% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | No change | 290,900 | 27,815 | 0.7% | 0.7% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 280,702 | 26,840 | 0.15% | 0.15% | 78 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CVFG LLC | History | No change | 278,284 | 26,609 | 2.79% | 2.79% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 273,415 | 26,586 | 0.19% | 0.2% | 80 | -173 | -0.06% | Q3 2026 | Oct 08, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 276,849 | 26,472 | 0.23% | 0.23% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cresta Advisors, Ltd. | History | No change | 250,466 | 23,949 | 8.6% | 8.6% | 82 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ACT Advisors, LLC. | History | No change | 243,485 | 23,282 | 7.74% | 7.74% | 83 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | No change | 242,422 | 23,180 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 242,412 | 23,179 | 0.22% | 0.22% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 237,279 | 22,688 | 0.13% | 0.13% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SK Wealth Management, LLC | History | No change | 225,628 | 22,587 | 5.09% | 5.09% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 232,694 | 22,250 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compass Financial Services Inc | History | No change | 231,370 | 22,123 | 8.27% | 8.27% | 89 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 229,630 | 21,957 | 12.11% | 12.11% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 222,142 | 21,241 | 1.26% | 1.26% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CRA Financial Services, LLC | History | No change | 221,273 | 21,158 | 2.44% | 2.44% | 92 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sanctuary Advisors, LLC | History | No change | 217,430 | 20,790 | 0.1% | 0.1% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 216,316 | 20,684 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOR Wealth Management, LLC | History | No change | 208,478 | 19,934 | 7.94% | 7.94% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | No change | 206,369 | 19,732 | 13.68% | 13.68% | 96 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 198,910 | 19,019 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | No change | 198,832 | 19,012 | 7.26% | 7.26% | 98 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 197,509 | 18,885 | 6.06% | 6.06% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 195,666 | 18,709 | 1.45% | 1.45% | 100 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Heck Capital Advisors, LLC | History | No change | 191,164 | 18,279 | 1.09% | 1.09% | 101 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Curi Capital, LLC | History | No change | 188,390 | 18,013 | 0.28% | 0.28% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 185,780 | 17,764 | 0.58% | 0.58% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 182,751 | 17,474 | 0.18% | 0.18% | 104 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 180,457 | 17,215 | 0.56% | 0.56% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 176,803 | 16,905 | 1.08% | 1.08% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 174,441 | 16,680 | 6.15% | 6.15% | 107 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Focus Financial Network, Inc. | History | No change | 169,182 | 16,177 | 0.5% | 0.5% | 108 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TopTier Wealth Management, LLC | History | No change | 163,408 | 15,625 | 9.44% | 9.44% | 109 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Solano Wealth Investment Advisors LLC | History | No change | 159,765 | 15,276 | 6.95% | 6.95% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 157,946 | 15,102 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lauer Wealth, LLC | History | No change | 151,513 | 14,584 | 8.75% | 8.75% | 112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Williams Financial, LLC | History | No change | 147,038 | 14,059 | 7.27% | 7.27% | 113 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 143,071 | 13,912 | 0.39% | 0.37% | 114 | +3,325 | 2.38% | Q3 2026 | Oct 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 144,846 | 13,850 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 141,917 | 13,570 | 0.48% | 0.48% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| United Advisor Group, LLC | History | No change | 141,827 | 13,561 | 1.43% | 1.43% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | No change | 139,810 | 13,368 | 8.12% | 8.12% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TD Capital Management LLC | History | No change | 137,069 | 13,106 | 1.07% | 1.07% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Oxinas Partners, LLC | History | No change | 136,804 | 13,081 | 5.16% | 5.16% | 120 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Alpha Zero LLC | History | No change | 133,076 | 12,899 | 4.89% | 4.89% | 121 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 130,300 | 12,459 | 0.13% | 0.13% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IAG Wealth Partners, LLC | History | No change | 128,898 | 12,325 | 1.22% | 1.22% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 128,005 | 12,239 | 7.25% | 7.25% | 124 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 122,661 | 11,728 | 6.53% | 6.53% | 125 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealthspire Advisors, LLC | History | No change | 121,708 | 11,637 | 0.06% | 0.06% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Darrow Company, Inc. | History | No change | 120,844 | 11,554 | 4.48% | 4.48% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MBA Advisors LLC | History | No change | 119,649 | 11,440 | 3.85% | 3.85% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 114,868 | 10,983 | 0.21% | 0.21% | 129 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Retirement Planning Group, LLC | History | No change | 113,879 | 10,889 | 0.28% | 0.28% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 112,047 | 10,714 | 2.89% | 2.89% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | No change | 121,030 | 10,635 | 0.18% | 0.18% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avant Capital LLC | History | No change | 111,064 | 10,619 | 6.65% | 6.65% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 105,650 | 10,102 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Journey Advisory Group, LLC | History | No change | 105,286 | 10,067 | 0.77% | 0.77% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CERTUITY, LLC | History | No change | 105,076 | 10,047 | 0.5% | 0.5% | 136 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 104,521 | 9,994 | 0.22% | 0.22% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fiduciary Group, LLC | History | No change | 101,487 | 9,704 | 0.76% | 0.76% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 101,121 | 9,669 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 100,714 | 9,630 | 0.1% | 0.1% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 100,401 | 9,600 | 0.15% | 0.15% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 99,974 | 9,559 | 0.37% | 0.37% | 142 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 97,798 | 9,351 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rothschild Wealth LLC | History | No change | 96,629 | 9,239 | 0.74% | 0.74% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VestGen Advisors, LLC | History | No change | 95,447 | 9,126 | 0.27% | 0.27% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 93,764 | 8,965 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 93,298 | 8,928 | 0.05% | 0.05% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 89,504 | 8,558 | 5.35% | 5.35% | 148 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 89,344 | 8,543 | 0.51% | 0.51% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Founders Financial Alliance, LLC | History | No change | 89,162 | 8,525 | 1.13% | 1.13% | 150 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gray Private Wealth, LLC | History | No change | 88,769 | 8,488 | 3.67% | 3.67% | 151 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Riverbend Wealth Management, LLC | History | No change | 88,670 | 8,478 | 4.26% | 4.26% | 152 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Baird Financial Group, Inc. | History | No change | 86,600 | 8,280 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 86,377 | 8,259 | 1.85% | 1.85% | 154 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 86,339 | 8,255 | 0.31% | 0.31% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 85,269 | 8,153 | 0.47% | 0.47% | 156 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PMG Wealth Management, Inc. | History | No change | 85,269 | 8,153 | 5.04% | 5.04% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Latko Wealth Management, Ltd. | History | No change | 84,959 | 8,123 | 3.45% | 3.45% | 158 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ethos Financial Group, LLC | History | No change | 81,316 | 7,737 | 0.52% | 0.52% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 78,747 | 7,529 | 0.65% | 0.65% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Golden State Wealth Management, LLC | History | No change | 77,099 | 7,372 | 0.67% | 0.67% | 161 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BROWN ADVISORY INC | History | No change | 76,571 | 7,321 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| White Pine Investment CO | History | No change | 75,688 | 7,237 | 1.54% | 1.54% | 163 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FMR LLC | History | No change | 74,953 | 7,166 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 73,477 | 7,025 | 0.14% | 0.14% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LM Advisors LLC | History | No change | 73,417 | 7,015 | 0.81% | 0.81% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | No change | 72,431 | 6,925 | 0.15% | 0.15% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Axis Wealth Partners, LLC | History | No change | 71,749 | 6,860 | 3.29% | 3.29% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | No change | 70,624 | 6,753 | 3.57% | 3.57% | 169 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 69,767 | 6,671 | 0.27% | 0.27% | 170 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vise Technologies, Inc. | History | No change | 68,238 | 6,524 | 0.07% | 0.07% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 68,132 | 6,514 | 0.42% | 0.42% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 66,301 | 6,339 | 0.39% | 0.39% | 173 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OPPENHEIMER & CO INC | History | No change | 66,066 | 6,317 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prospera Financial Services Inc | History | No change | 66,007 | 6,314 | 0.09% | 0.09% | 175 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Waverly Advisors, LLC | History | No change | 65,438 | 6,257 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CPWA, LLC | History | No change | 65,443 | 6,257 | 7.27% | 7.27% | 177 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Melone Private Wealth, LLC | History | No change | 64,242 | 6,142 | 2.34% | 2.34% | 178 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CGN Advisors LLC | History | No change | 64,046 | 6,124 | 0.45% | 0.45% | 179 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Merit Financial Group, LLC | History | No change | 63,762 | 6,096 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 62,662 | 5,991 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thomasville National Bank | History | No change | 62,587 | 5,984 | 0.33% | 0.33% | 182 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 62,359 | 5,962 | 1.2% | 1.2% | 183 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 61,729 | 5,902 | 0.79% | 0.79% | 184 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 61,319 | 5,863 | 2.58% | 2.58% | 185 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 61,114 | 5,843 | 0.17% | 0.17% | 186 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 61,065 | 5,839 | 0.4% | 0.4% | 187 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 60,080 | 5,744 | 2.76% | 2.76% | 188 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 59,710 | 5,709 | 1.5% | 1.5% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | No change | 58,635 | 5,607 | 1.94% | 1.94% | 190 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fermata Advisors, LLC | History | No change | 58,390 | 5,583 | 1.13% | 1.13% | 191 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 57,771 | 5,524 | 0.09% | 0.09% | 192 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 57,460 | 5,494 | 0.53% | 0.53% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 57,394 | 5,488 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | Added to | 56,253 | 5,470 | 2.8% | 2.77% | 195 | +354 | 0.63% | Q3 2026 | Oct 08, 2026 |
| Qube Research & Technologies Ltd | History | No change | 56,930 | 5,443 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 56,915 | 5,442 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 55,819 | 5,353 | 1.12% | 1.12% | 198 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 54,093 | 5,260 | 3.09% | 2.75% | 199 | +6,178 | 12.89% | Q3 2026 | Oct 01, 2026 |
| JT Stratford LLC | History | No change | 54,704 | 5,230 | 0.57% | 0.57% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 54,485 | 5,209 | 1.03% | 1.03% | 201 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Premier Private Wealth Management LLC | History | No change | 54,097 | 5,172 | 4.52% | 4.52% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 52,567 | 5,026 | 1.38% | 1.38% | 203 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Burns Matteson Capital Management, LLC | History | No change | 52,197 | 4,991 | 1.56% | 1.56% | 204 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 51,547 | 4,928 | 0.59% | 0.59% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 50,999 | 4,876 | 0.19% | 0.19% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Haverford Trust Co | History | No change | 50,327 | 4,812 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 50,044 | 4,785 | 0.04% | 0.04% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 49,805 | 4,762 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Banco de Sabadell, S.A | History | No change | 49,805 | 4,761 | 2.79% | 2.79% | 210 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advisory Services Network, LLC | History | No change | 49,375 | 4,721 | 0.05% | 0.05% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 49,246 | 4,708 | 1.63% | 1.63% | 212 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 49,215 | 4,705 | 0.24% | 0.24% | 213 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 48,741 | 4,660 | 0.16% | 0.16% | 214 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Summit Financial, LLC | History | No change | 48,491 | 4,636 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aries Wealth Management | History | No change | 48,161 | 4,605 | 0.9% | 0.9% | 216 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Powers Advisory Group, LLC | History | No change | 48,081 | 4,597 | 1.44% | 1.44% | 217 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Horizon Investments, LLC | History | No change | 46,818 | 4,473 | 0.05% | 0.05% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Citizens National Bank Trust Department | History | No change | 46,698 | 4,465 | 0.66% | 0.66% | 219 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 46,388 | 4,435 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vines Capital Management, LLC | History | No change | 45,991 | 4,397 | 3.61% | 3.61% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | No change | 44,321 | 4,237 | 0.05% | 0.05% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wedmont Private Capital | History | Added to | 42,820 | 4,224 | 0.1% | 0.11% | 223 | +4 | 0.01% | Q3 2026 | Oct 09, 2026 |
| Perigon Wealth Management, LLC | History | No change | 43,787 | 4,186 | 0.07% | 0.07% | 224 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Family Capital Management, Inc. | History | No change | 43,563 | 4,165 | 1.61% | 1.61% | 225 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Lantz Financial LLC | History | No change | 43,424 | 4,152 | 0.76% | 0.76% | 226 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Oxbow Advisors, LLC | History | No change | 42,752 | 4,087 | 0.33% | 0.33% | 227 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 42,540 | 4,067 | 0.06% | 0.06% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Harvest Investment Services, LLC | History | No change | 41,896 | 4,006 | 0.62% | 0.62% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 41,741 | 3,991 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lotus Asset Management LLC | History | No change | 41,514 | 3,969 | 3.51% | 3.51% | 231 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Quantinno Capital Management LP | History | No change | 41,233 | 3,942 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 41,030 | 3,923 | 0.35% | 0.35% | 233 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 40,576 | 3,879 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lansing Street Advisors | History | No change | 40,162 | 3,840 | 0.81% | 0.81% | 235 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Osbon Capital Management LLC | History | No change | 39,795 | 3,805 | 2.98% | 2.98% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | No change | 39,057 | 3,734 | 0.06% | 0.06% | 237 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Waterway Wealth Management, LLC | History | No change | 37,946 | 3,628 | 0.74% | 0.74% | 238 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | No change | 37,075 | 3,545 | 1.59% | 1.59% | 239 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 36,464 | 3,486 | 0.73% | 0.73% | 240 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 35,585 | 3,402 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Meridian Financial Partners LLC | History | No change | 34,905 | 3,376 | 1.15% | 1.15% | 242 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EP Wealth Advisors, LLC | History | No change | 33,957 | 3,247 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 33,503 | 3,203 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 31,975 | 3,057 | 0.9% | 0.9% | 245 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 31,556 | 3,017 | 1.61% | 1.61% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 31,261 | 2,989 | 0.78% | 0.78% | 247 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 31,242 | 2,987 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 30,730 | 2,938 | 2.51% | 2.51% | 249 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Regal Investment Advisors LLC | History | No change | 30,563 | 2,922 | 0.15% | 0.15% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 29,924 | 2,861 | 1.18% | 1.18% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centerpoint Advisory Group | History | No change | 29,686 | 2,838 | 1.8% | 1.8% | 252 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 29,176 | 2,837 | 0.18% | 0.19% | 253 | -935 | -3.11% | Q3 2026 | Oct 08, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 29,143 | 2,833 | 0.21% | 0.21% | 254 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Asset One Wealth Management LLC | History | No change | 28,876 | 2,793 | 0.29% | 0.29% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Symphony Financial Services, Inc. | History | No change | 29,209 | 2,792 | 1.25% | 1.25% | 256 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cresset Asset Management, LLC | History | No change | 28,943 | 2,767 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | No change | 28,091 | 2,746 | 0.16% | 0.16% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Southland Equity Partners LLC | History | No change | 28,008 | 2,678 | 0.47% | 0.47% | 259 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HUB Investment Partners, LLC | History | No change | 28,002 | 2,677 | 0.05% | 0.05% | 260 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 27,922 | 2,676 | 0.35% | 0.35% | 261 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WealthPoint Financial, LLC | History | No change | 27,675 | 2,646 | 1.93% | 1.93% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 27,414 | 2,621 | 0.13% | 0.13% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sound Portfolio Advisors, LLC | History | No change | 26,933 | 2,575 | 1.83% | 1.83% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 26,829 | 2,565 | 0.09% | 0.09% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | No change | 26,793 | 2,561 | 0.86% | 0.86% | 266 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SBI Securities Co., Ltd. | History | No change | 26,689 | 2,552 | 0.06% | 0.06% | 267 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 26,623 | 2,545 | 0.14% | 0.14% | 268 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Berkeley, Inc | History | No change | 26,590 | 2,542 | 0.8% | 0.8% | 269 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 26,365 | 2,520 | 0.04% | 0.04% | 270 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | No change | 26,111 | 2,496 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MENLO ADVISORS LLC | History | No change | 25,755 | 2,462 | 1.08% | 1.08% | 272 | 0 | 0.0% | Q2 2026 | Sep 10, 2026 |
| Herold Advisors, Inc. | History | No change | 25,654 | 2,450 | 0.48% | 0.48% | 273 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MAI Capital Management | History | No change | 25,612 | 2,448 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 25,211 | 2,410 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 25,207 | 2,410 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 24,814 | 2,372 | 0.68% | 0.68% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 24,683 | 2,360 | 0.34% | 0.34% | 278 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | No change | 24,664 | 2,358 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 24,200 | 2,314 | 0.45% | 0.45% | 280 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 24,165 | 2,310 | 0.04% | 0.04% | 281 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 23,954 | 2,290 | 0.29% | 0.29% | 282 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 23,241 | 2,281 | 0.66% | 0.67% | 283 | -486 | -2.05% | Q3 2026 | Oct 09, 2026 |
| Winter & Associates, Inc. | History | No change | 23,648 | 2,261 | 1.7% | 1.7% | 284 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Geneos Wealth Management Inc. | History | No change | 23,631 | 2,259 | 0.05% | 0.05% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cascade Financial Partners, LLC | History | No change | 23,370 | 2,234 | 0.19% | 0.19% | 286 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 23,345 | 2,232 | 0.25% | 0.25% | 287 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 22,418 | 2,143 | 0.04% | 0.04% | 288 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 22,341 | 2,136 | 0.36% | 0.36% | 289 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nikulski Financial, Inc. | History | No change | 22,227 | 2,125 | 0.46% | 0.46% | 290 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 22,194 | 2,122 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IEQ CAPITAL, LLC | History | No change | 21,818 | 2,086 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Narwhal Capital Management | History | No change | 21,779 | 2,082 | 0.14% | 0.14% | 293 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Impact Capital Partners LLC | History | No change | 21,582 | 2,063 | 0.56% | 0.56% | 294 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 21,060 | 2,047 | 0.05% | 0.06% | 295 | -2,726 | -11.46% | Q3 2026 | Oct 07, 2026 |
| Vivid Wealth Management, LLC | History | No change | 21,415 | 2,047 | 0.72% | 0.72% | 296 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 21,330 | 2,039 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 21,439 | 2,036 | 0.04% | 0.04% | 298 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 21,235 | 2,033 | 0.54% | 0.54% | 299 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GGM Financial LLC | History | No change | 21,239 | 2,030 | 0.77% | 0.77% | 300 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |