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 | Reduced | 11,704,650 | 1,028,136 | 0.08% | 0.08% | 1 | -214,723 | -1.8% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 11,696,187 | 1,027,393 | 0.59% | 0.6% | 2 | -612,284 | -4.97% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Reduced | 11,527,081 | 1,012,538 | 0.27% | 0.3% | 3 | -692,506 | -5.67% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 8,988,724 | 789,569 | 0.05% | 0.05% | 4 | +476,607 | 5.6% | Q1 2026 | May 15, 2026 |
| Hamilton Capital, LLC | History | Added to | 7,220,684 | 634,264 | 32.86% | 30.9% | 5 | +309,867 | 4.48% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 6,841,705 | 600,992 | 0.14% | 0.14% | 6 | -197,642 | -2.81% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,440,502 | 302,213 | 0.09% | 0.09% | 7 | +26,535 | 0.78% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,832,094 | 248,771 | 0.26% | 0.28% | 8 | -36,987 | -1.29% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 2,766,363 | 242,997 | 0.04% | 0.04% | 9 | +87,790 | 3.28% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 2,589,945 | 227,500 | 0.24% | 0.24% | 10 | +139,133 | 5.68% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,157,249 | 189,492 | 0.05% | 0.06% | 11 | -192,302 | -8.18% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,654,013 | 145,288 | 0.03% | 0.03% | 12 | -29,329 | -1.74% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,507,750 | 132,442 | 0.02% | 0.02% | 13 | -110,828 | -6.85% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 1,407,611 | 123,644 | 0.58% | 0.6% | 14 | -11,920 | -0.84% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Wealth | History | Reduced | 1,319,213 | 115,879 | 0.13% | 0.14% | 15 | -39,470 | -2.91% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 1,215,864 | 106,801 | 3.41% | 3.02% | 16 | +199,582 | 19.64% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,149,149 | 100,941 | 0.51% | 0.53% | 17 | +64,511 | 5.95% | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,098,933 | 96,530 | 0.53% | 0.64% | 18 | -87,417 | -7.37% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,079,247 | 94,801 | 1.1% | 1.67% | 19 | -456,062 | -29.7% | Q1 2026 | May 08, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 1,026,457 | 90,163 | 5.09% | 5.98% | 20 | +35,461 | 3.58% | Q1 2026 | May 11, 2026 |
| Stratos Investment Management, LLC | History | Added to | 940,629 | 82,624 | 3.31% | 3.32% | 21 | +14,384 | 1.55% | Q1 2026 | Apr 28, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 930,174 | 81,706 | 6.59% | 6.71% | 22 | +30,454 | 3.38% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 927,276 | 81,451 | 0.11% | 0.12% | 23 | -103,269 | -10.02% | Q1 2026 | Apr 27, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 874,519 | 79,388 | 5.82% | 5.85% | 24 | +1,942 | 0.22% | Q1 2026 | Apr 13, 2026 |
| COMERICA BANK | History | No change | 854,542 | 76,421 | 0.3% | 0.3% | 25 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 856,692 | 75,251 | 0.14% | 0.0% | 26 | +849,982 | 12667.39% | Q1 2026 | May 01, 2026 |
| RVW Wealth, LLC | History | Added to | 829,962 | 72,903 | 5.68% | 5.62% | 27 | +6,934 | 0.84% | Q1 2026 | Apr 08, 2026 |
| Glassman Wealth Services | History | Reduced | 813,128 | 71,425 | 9.71% | 10.15% | 28 | -28,167 | -3.35% | Q1 2026 | May 04, 2026 |
| LM Advisors LLC | History | Added to | 6,168 | 70,215 | 1.11% | 0.48% | 29 | +3,803 | 160.8% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 770,424 | 67,674 | 0.26% | 0.28% | 30 | +3,860 | 0.5% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 761,831 | 66,900 | 0.12% | 0.13% | 31 | -689 | -0.09% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 723,634 | 63,564 | 0.11% | 0.18% | 32 | -393,814 | -35.24% | Q1 2026 | May 14, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 722,416 | 63,457 | 8.87% | 10.12% | 33 | -95,909 | -11.72% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 716,773 | 63,119 | 0.13% | 0.15% | 34 | -509,007 | -41.53% | Q1 2026 | Apr 08, 2026 |
| SNS Financial Group, LLC | History | Added to | 717,040 | 62,984 | 5.43% | 5.42% | 35 | +13,259 | 1.88% | Q1 2026 | Apr 14, 2026 |
| Independent Advisor Alliance | History | Added to | 664,879 | 58,402 | 0.63% | 0.01% | 36 | +660,044 | 13651.38% | Q1 2026 | May 12, 2026 |
| IAM Advisory, LLC | History | Added to | 663,745 | 58,303 | 13.06% | 13.15% | 37 | +1,917 | 0.29% | Q1 2026 | Apr 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 657,804 | 56,340 | 0.0% | 0.0% | 38 | +22,366 | 3.52% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 614,688 | 54,971 | 0.35% | 0.49% | 39 | -194,863 | -24.07% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 606,427 | 53,268 | 0.16% | 0.17% | 40 | -23,165 | -3.68% | Q1 2026 | May 13, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 603,626 | 53,022 | 10.41% | 10.64% | 41 | -19,720 | -3.16% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 597,611 | 52,503 | 0.08% | 0.09% | 42 | -58,573 | -8.93% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 581,216 | 51,054 | 0.06% | 0.06% | 43 | +17,128 | 3.04% | Q1 2026 | May 13, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 574,692 | 50,480 | 5.04% | 5.14% | 44 | -3,448 | -0.6% | Q1 2026 | Apr 30, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 568,471 | 49,934 | 10.17% | 10.0% | 45 | -48,103 | -7.8% | Q1 2026 | Apr 08, 2026 |
| HighPoint Advisor Group LLC | History | New | 568,241 | 49,914 | 2.09% | — | 46 | +568,241 | New | Q1 2026 | May 14, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 533,930 | 46,900 | 6.31% | 5.96% | 47 | +6,070 | 1.15% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 527,285 | 46,316 | 0.12% | 0.13% | 48 | -11,771 | -2.18% | Q1 2026 | May 14, 2026 |
| CONNABLE OFFICE INC | History | Added to | 522,039 | 45,855 | 4.51% | 3.8% | 49 | +58,981 | 12.74% | Q1 2026 | Apr 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 520,236 | 45,698 | 0.12% | 0.1% | 50 | +113,523 | 27.91% | Q1 2026 | Apr 30, 2026 |
| Fiduciary Planning LLC | History | Reduced | 513,030 | 45,064 | 13.61% | 15.19% | 51 | -46,475 | -8.31% | Q1 2026 | Apr 27, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 510,077 | 44,805 | 6.28% | 6.27% | 52 | -4,905 | -0.95% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 509,821 | 44,782 | 0.44% | 0.45% | 53 | +460 | 0.09% | Q1 2026 | May 08, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 507,774 | 44,602 | 12.37% | 11.98% | 54 | -15,460 | -2.95% | Q1 2026 | May 05, 2026 |
| One Capital Management, LLC | History | Reduced | 498,699 | 43,805 | 1.2% | 1.4% | 55 | -18,016 | -3.49% | Q1 2026 | May 12, 2026 |
| Intrua Financial, LLC | History | Added to | 497,887 | 43,734 | 4.51% | 4.56% | 56 | +14,589 | 3.02% | Q1 2026 | Apr 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 490,870 | 43,117 | 0.04% | 0.04% | 57 | +10,815 | 2.25% | Q1 2026 | May 12, 2026 |
| BCM ADVISORS, LLC | History | Reduced | 390,211 | 36,453 | 7.19% | 6.89% | 58 | -5,567 | -1.41% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 411,010 | 36,103 | 0.45% | 0.46% | 59 | -2,361 | -0.57% | Q1 2026 | Apr 20, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 409,789 | 35,995 | 14.58% | 14.5% | 60 | +21,725 | 5.6% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 406,724 | 35,726 | 0.74% | 0.78% | 61 | +16,186 | 4.14% | Q1 2026 | Apr 13, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 398,649 | 35,017 | 6.98% | 6.62% | 62 | +16,544 | 4.33% | Q1 2026 | Apr 27, 2026 |
| Team Financial Group, LLC | History | Added to | 391,711 | 34,407 | 15.62% | 15.73% | 63 | +3,947 | 1.02% | Q1 2026 | May 01, 2026 |
| Savant Capital, LLC | History | Reduced | 390,416 | 34,294 | 0.17% | 0.21% | 64 | -21,201 | -5.15% | Q1 2026 | May 04, 2026 |
| TAIYO LIFE INSURANCE CO | History | Reduced | 390,000 | 34,258 | 3.78% | 4.02% | 65 | -135,000 | -25.71% | Q1 2026 | May 07, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 379,846 | 33,365 | 7.51% | 7.74% | 66 | +11,352 | 3.08% | Q1 2026 | Apr 22, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 375,339 | 32,969 | 3.71% | 3.65% | 67 | +26,162 | 7.49% | Q1 2026 | Apr 07, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 366,729 | 32,213 | 0.38% | 0.39% | 68 | -16,861 | -4.4% | Q1 2026 | May 13, 2026 |
| Sanchez Wealth Management Group | History | Added to | 365,552 | 32,110 | 6.94% | 6.89% | 69 | +5,463 | 1.52% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 358,819 | 30,786 | 0.01% | 0.02% | 70 | +26,809 | 8.07% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 332,954 | 29,246 | 1.07% | 1.06% | 71 | +4,116 | 1.25% | Q1 2026 | Apr 28, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 328,365 | 28,843 | 3.19% | 3.36% | 72 | -6,010 | -1.8% | Q1 2026 | May 11, 2026 |
| Choice Wealth Advisors LLC | History | Added to | 327,972 | 28,809 | 11.31% | 11.41% | 73 | +5,355 | 1.66% | Q1 2026 | Apr 08, 2026 |
| Modern Wealth Management, LLC | History | Added to | 322,088 | 28,372 | 0.49% | 0.5% | 74 | +12,521 | 4.04% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 318,370 | 27,965 | 0.36% | 0.35% | 75 | +16,072 | 5.32% | Q1 2026 | Apr 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 317,691 | 27,906 | 0.05% | 0.05% | 76 | -15,032 | -4.52% | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Reduced | 316,695 | 27,818 | 0.04% | 0.04% | 77 | -19,031 | -5.67% | Q1 2026 | May 15, 2026 |
| Stenger Family Office, LLC | History | New | 307,503 | 26,977 | 4.77% | — | 78 | +307,503 | New | Q1 2026 | Apr 29, 2026 |
| TigerOak Management, L.L.C. | History | Reduced | 296,463 | 26,041 | 8.2% | 8.14% | 79 | -1,979 | -0.66% | Q1 2026 | Apr 21, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 294,509 | 25,869 | 2.11% | 1.93% | 80 | +39,232 | 15.37% | Q1 2026 | Apr 13, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Added to | 287,570 | 25,260 | 2.38% | 2.37% | 81 | +2,515 | 0.88% | Q1 2026 | Apr 02, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 283,428 | 24,896 | 2.08% | 1.92% | 82 | +27,451 | 10.72% | Q1 2026 | Apr 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 282,700 | 24,832 | 0.07% | 0.07% | 83 | -43,065 | -13.22% | Q1 2026 | May 04, 2026 |
| Western Wealth Management, LLC | History | Added to | 277,773 | 24,399 | 0.89% | 0.92% | 84 | +53,933 | 24.09% | Q1 2026 | May 19, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 272,557 | 23,941 | 0.26% | 0.36% | 85 | -78,632 | -22.39% | Q1 2026 | Apr 20, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 269,078 | 23,635 | 0.03% | 0.04% | 86 | -27,876 | -9.39% | Q1 2026 | Apr 27, 2026 |
| CVFG LLC | History | New | 266,242 | 23,386 | 2.91% | — | 87 | +266,242 | New | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | Reduced | 263,766 | 23,169 | 0.15% | 0.16% | 88 | -5,587 | -2.07% | Q1 2026 | Apr 27, 2026 |
| SK Wealth Management, LLC | History | Reduced | 258,309 | 22,842 | 6.34% | 6.95% | 89 | -14,129 | -5.19% | Q1 2026 | May 06, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 241,906 | 21,249 | 8.7% | 8.45% | 90 | +16,644 | 7.39% | Q1 2026 | Apr 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 237,640 | 20,874 | 0.04% | 0.0% | 91 | +209,259 | 737.32% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 236,963 | 20,815 | 0.05% | 0.05% | 92 | -9,698 | -3.93% | Q1 2026 | Apr 22, 2026 |
| ACT Advisors, LLC. | History | Added to | 234,126 | 20,565 | 8.75% | 8.09% | 93 | +4,541 | 1.98% | Q1 2026 | Apr 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 232,570 | 20,429 | 0.12% | 0.13% | 94 | +4,367 | 1.91% | Q1 2026 | May 05, 2026 |
| Compass Financial Services Inc | History | Reduced | 227,624 | 19,994 | 8.66% | 12.55% | 95 | -97,928 | -30.08% | Q1 2026 | May 01, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 226,430 | 19,889 | 12.7% | 16.0% | 96 | -36,231 | -13.79% | Q1 2026 | Apr 23, 2026 |
| MOR Wealth Management, LLC | History | Added to | 220,333 | 19,354 | 8.88% | 8.66% | 97 | +8,463 | 3.99% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 219,348 | 19,267 | 0.01% | 0.01% | 98 | +1,664 | 0.76% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 217,227 | 19,081 | 0.1% | 0.13% | 99 | -40,754 | -15.8% | Q1 2026 | May 05, 2026 |
| CRA Financial Services, LLC | History | Added to | 217,078 | 19,068 | 2.48% | 2.26% | 100 | +23,944 | 12.4% | Q1 2026 | Apr 09, 2026 |
| Atria Investments, Inc | History | Reduced | 209,339 | 18,388 | 0.21% | 0.29% | 101 | -77,077 | -26.91% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 207,969 | 18,267 | 1.25% | 1.22% | 102 | +10,568 | 5.35% | Q1 2026 | Apr 21, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 203,008 | 17,832 | 13.51% | 14.47% | 103 | +9,978 | 5.17% | Q1 2026 | Apr 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 197,760 | 17,685 | 1.32% | 1.32% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Added to | 200,179 | 17,583 | 7.71% | 8.18% | 105 | +3,667 | 1.87% | Q1 2026 | Apr 10, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 197,697 | 17,365 | 6.28% | 6.06% | 106 | +5,456 | 2.84% | Q1 2026 | May 06, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 193,500 | 16,997 | 1.48% | 1.44% | 107 | +2,949 | 1.55% | Q1 2026 | Apr 15, 2026 |
| Curi Capital, LLC | History | Added to | 193,059 | 16,958 | 0.3% | 0.3% | 108 | +350 | 0.18% | Q1 2026 | May 15, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 186,058 | 16,343 | 1.21% | 1.24% | 109 | -236 | -0.13% | Q1 2026 | Apr 16, 2026 |
| Focus Financial Network, Inc. | History | Added to | 177,659 | 15,605 | 0.56% | 0.55% | 110 | +1,869 | 1.06% | Q1 2026 | Apr 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 177,509 | 15,592 | 0.61% | 0.9% | 111 | +87,250 | 96.67% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 389,160 | 15,504 | 0.72% | 0.17% | 112 | -137,396 | -26.09% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 180,457 | 15,456 | 0.56% | 0.71% | 113 | -26,777 | -12.92% | Q1 2026 | May 15, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 174,355 | 15,315 | 6.39% | 6.53% | 114 | +982 | 0.57% | Q1 2026 | Apr 07, 2026 |
| Solano Wealth Investment Advisors LLC | History | Added to | 165,524 | 14,539 | 7.25% | 7.19% | 115 | +3,265 | 2.01% | Q1 2026 | May 15, 2026 |
| Lauer Wealth, LLC | History | Reduced | 156,981 | 14,202 | 11.31% | 10.59% | 116 | -398 | -0.25% | Q1 2026 | Apr 13, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 158,400 | 13,913 | 8.55% | 9.21% | 117 | +6,687 | 4.41% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 157,328 | 13,819 | 0.01% | 0.01% | 118 | -63,868 | -28.87% | Q1 2026 | May 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 151,687 | 13,323 | 0.24% | 0.31% | 119 | -30,463 | -16.72% | Q1 2026 | May 11, 2026 |
| Oxinas Partners, LLC | History | Added to | 146,342 | 12,854 | 5.87% | 6.13% | 120 | +3,922 | 2.75% | Q1 2026 | Apr 10, 2026 |
| CGN Advisors LLC | History | Added to | 145,669 | 12,795 | 1.01% | 1.03% | 121 | +794 | 0.55% | Q1 2026 | Apr 13, 2026 |
| United Advisor Group, LLC | History | Added to | 140,238 | 12,318 | 1.52% | 1.54% | 122 | +1,997 | 1.44% | Q1 2026 | Apr 17, 2026 |
| Williams Financial, LLC | History | Reduced | 139,329 | 12,238 | 7.12% | 7.25% | 123 | -864 | -0.62% | Q1 2026 | Apr 24, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 135,309 | 11,885 | 8.76% | 8.95% | 124 | +3,495 | 2.65% | Q1 2026 | May 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 135,254 | 11,880 | 0.38% | 0.42% | 125 | +6,935 | 5.4% | Q1 2026 | May 07, 2026 |
| TD Capital Management LLC | History | Reduced | 133,853 | 11,757 | 1.06% | 1.07% | 126 | -686 | -0.51% | Q1 2026 | May 11, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 127,643 | 11,212 | 1.25% | 1.29% | 127 | +3,183 | 2.56% | Q1 2026 | Apr 29, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 123,241 | 10,825 | 6.89% | 6.9% | 128 | -958 | -0.77% | Q1 2026 | Apr 23, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 123,167 | 10,818 | 0.08% | 0.09% | 129 | +926 | 0.76% | Q1 2026 | May 01, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 121,807 | 10,699 | 0.13% | 0.12% | 130 | +19,328 | 18.86% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Reduced | 121,030 | 10,631 | 0.17% | 0.18% | 131 | -1,497 | -1.22% | Q1 2026 | Apr 27, 2026 |
| Darrow Company, Inc. | History | Added to | 120,485 | 10,574 | 4.76% | 4.63% | 132 | +5,319 | 4.62% | Q1 2026 | Apr 20, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 119,404 | 10,488 | 6.86% | 6.84% | 133 | +3,593 | 3.1% | Q1 2026 | May 07, 2026 |
| Alpha Zero LLC | History | Added to | 117,853 | 10,352 | 5.24% | 5.53% | 134 | +4,686 | 4.14% | Q1 2026 | May 07, 2026 |
| MBA Advisors LLC | History | Added to | 117,076 | 10,283 | 3.95% | 4.02% | 135 | +5,536 | 4.96% | Q1 2026 | Apr 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 116,174 | 10,204 | 0.2% | 0.21% | 136 | -3,065 | -2.57% | Q1 2026 | Apr 14, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 115,736 | 10,166 | 0.31% | 0.34% | 137 | -583 | -0.5% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 114,560 | 10,063 | 0.11% | 0.13% | 138 | -18,889 | -14.15% | Q1 2026 | Apr 28, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 114,118 | 10,024 | 1.45% | 1.34% | 139 | +2,215 | 1.98% | Q1 2026 | May 14, 2026 |
| Avant Capital LLC | History | Added to | 111,860 | 9,825 | 6.91% | 6.85% | 140 | +255 | 0.23% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 108,637 | 9,542 | 0.05% | 0.06% | 141 | -3,410 | -3.04% | Q1 2026 | Apr 30, 2026 |
| Rothschild Wealth LLC | History | Added to | 106,321 | 9,339 | 0.84% | 0.88% | 142 | +4,401 | 4.32% | Q1 2026 | May 06, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 105,557 | 9,272 | 0.79% | 0.9% | 143 | -14,498 | -12.08% | Q1 2026 | May 05, 2026 |
| VestGen Advisors, LLC | History | Reduced | 97,143 | 9,248 | 0.25% | 0.47% | 144 | -27,550 | -22.09% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 104,620 | 9,189 | 0.22% | 0.22% | 145 | -372 | -0.35% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 104,374 | 9,168 | 0.4% | 0.48% | 146 | -10,209 | -8.91% | Q1 2026 | Apr 28, 2026 |
| CERTUITY, LLC | History | Reduced | 104,243 | 9,156 | 0.6% | 0.73% | 147 | -25,729 | -19.8% | Q1 2026 | May 11, 2026 |
| Fiduciary Group, LLC | History | Added to | 100,871 | 8,860 | 0.76% | 0.73% | 148 | +3,800 | 3.91% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 100,828 | 8,856 | 0.01% | 0.0% | 149 | +71,297 | 241.43% | Q1 2026 | May 15, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 96,363 | 8,464 | 1.53% | 1.57% | 150 | +3,269 | 3.51% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 94,746 | 8,323 | 0.05% | 0.06% | 151 | -10,847 | -10.27% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | Added to | 94,093 | 8,265 | 0.63% | 0.4% | 152 | +66,317 | 238.76% | Q1 2026 | Apr 28, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 91,948 | 8,076 | 0.36% | 0.39% | 153 | -5,090 | -5.25% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 89,988 | 7,913 | 0.04% | 0.04% | 154 | +3,919 | 4.55% | Q1 2026 | May 15, 2026 |
| Nvest Wealth Strategies, Inc. | History | Added to | 89,773 | 7,885 | 5.52% | 5.87% | 155 | +286 | 0.32% | Q1 2026 | Apr 13, 2026 |
| Horizon Investments, LLC | History | Added to | 89,238 | 7,832 | 0.09% | 0.05% | 156 | +46,058 | 106.67% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 89,101 | 7,826 | 0.06% | 0.07% | 157 | -14,658 | -14.13% | Q1 2026 | Apr 15, 2026 |
| Latko Wealth Management, Ltd. | History | Added to | 88,125 | 7,740 | 3.77% | 3.37% | 158 | +11,078 | 14.38% | Q1 2026 | Apr 29, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 86,701 | 7,615 | 0.01% | 0.01% | 159 | -2,641 | -2.96% | Q1 2026 | May 14, 2026 |
| Gray Private Wealth, LLC | History | Added to | 86,579 | 7,605 | 3.82% | 3.71% | 160 | +1,699 | 2.0% | Q1 2026 | May 06, 2026 |
| Ethos Financial Group, LLC | History | New | 85,737 | 7,529 | 0.55% | — | 161 | +85,737 | New | Q1 2026 | May 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 85,279 | 7,490 | 0.48% | 0.47% | 162 | -11 | -0.01% | Q1 2026 | Apr 27, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 84,537 | 7,425 | 5.35% | 5.52% | 163 | +329 | 0.39% | Q1 2026 | Apr 17, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 84,112 | 7,388 | 4.23% | 4.49% | 164 | +3,265 | 4.04% | Q1 2026 | Apr 22, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 80,564 | 7,204 | 2.09% | 2.09% | 165 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 81,600 | 7,167 | 0.71% | 0.75% | 166 | -1,448 | -1.74% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 78,907 | 6,950 | 0.07% | 0.09% | 167 | -12,851 | -14.01% | Q1 2026 | Apr 07, 2026 |
| BROWN ADVISORY INC | History | Added to | 76,325 | 6,704 | 0.01% | 0.01% | 168 | +2,153 | 2.9% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 75,772 | 6,655 | 0.73% | 1.16% | 169 | -47,275 | -38.42% | Q1 2026 | Apr 28, 2026 |
| White Pine Investment CO | History | Added to | 74,032 | 6,503 | 1.51% | 1.51% | 170 | +2,186 | 3.04% | Q1 2026 | Apr 20, 2026 |
| Ancora Advisors LLC | History | Reduced | 73,818 | 6,484 | 0.14% | 0.15% | 171 | -8,122 | -9.91% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 73,545 | 6,460 | 0.15% | 0.23% | 172 | -30,159 | -29.08% | Q1 2026 | May 15, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 72,162 | 6,338 | 3.37% | 3.55% | 173 | +320 | 0.45% | Q1 2026 | Apr 24, 2026 |
| Corient Private Wealth LLC | History | Reduced | 73,709 | 6,241 | 0.01% | 0.01% | 174 | -5,885 | -7.39% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 70,737 | 6,213 | 0.05% | 0.05% | 175 | -3,837 | -5.15% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 70,224 | 6,168 | 0.0% | 0.0% | 176 | +13,562 | 23.93% | Q1 2026 | May 15, 2026 |
| CPWA, LLC | History | New | 64,897 | 6,166 | 7.37% | — | 177 | +64,897 | New | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 70,172 | 6,163 | 0.29% | 0.3% | 178 | +1,567 | 2.28% | Q1 2026 | Apr 28, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 70,126 | 6,159 | 3.59% | 3.79% | 179 | +1,809 | 2.65% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 66,263 | 5,820 | 0.42% | 0.42% | 180 | -16 | -0.02% | Q1 2026 | May 05, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 65,585 | 5,761 | 0.44% | 0.34% | 181 | +18,732 | 39.98% | Q1 2026 | Apr 22, 2026 |
| Prospera Financial Services Inc | History | Reduced | 64,192 | 5,641 | 0.09% | 0.12% | 182 | -20,260 | -23.99% | Q1 2026 | Apr 14, 2026 |
| Melone Private Wealth, LLC | History | Added to | 64,100 | 5,630 | 2.3% | 2.39% | 183 | +1,188 | 1.89% | Q1 2026 | Apr 08, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 63,806 | 5,604 | 0.84% | 0.82% | 184 | +993 | 1.58% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 63,729 | 5,597 | 0.07% | 0.08% | 185 | +421 | 0.67% | Q1 2026 | Apr 23, 2026 |
| NBC SECURITIES, INC. | History | Added to | 63,186 | 5,550 | 0.42% | 0.39% | 186 | +4,514 | 7.69% | Q1 2026 | Apr 14, 2026 |
| Thomasville National Bank | History | No change | 60,929 | 5,448 | 0.34% | 0.34% | 187 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 60,202 | 5,288 | 0.18% | 0.13% | 188 | -371 | -0.61% | Q1 2026 | Apr 23, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 60,023 | 5,272 | 1.19% | 1.08% | 189 | +6,438 | 12.01% | Q1 2026 | Apr 20, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 56,023 | 5,268 | 1.12% | 1.33% | 190 | -9,166 | -14.06% | Q1 2026 | May 01, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 59,790 | 5,251 | 1.57% | 1.64% | 191 | -979 | -1.61% | Q1 2026 | May 20, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 58,892 | 5,173 | 0.03% | 0.02% | 192 | +1,399 | 2.43% | Q1 2026 | May 26, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 58,442 | 5,133 | 1.68% | 2.97% | 193 | -65,130 | -52.71% | Q1 2026 | Apr 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 58,293 | 5,120 | 0.04% | 0.04% | 194 | +747 | 1.3% | Q1 2026 | Apr 07, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 58,165 | 5,109 | 0.55% | 0.58% | 195 | -1,095 | -1.85% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 56,400 | 4,954 | 0.05% | 0.07% | 196 | -8,615 | -13.25% | Q1 2026 | May 13, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 56,263 | 4,942 | 2.7% | 2.4% | 197 | +7,035 | 14.29% | Q1 2026 | Apr 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 56,212 | 4,937 | 0.16% | 0.15% | 198 | +2,658 | 4.96% | Q1 2026 | Apr 08, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 55,880 | 4,908 | 0.52% | 0.52% | 199 | -1,205 | -2.11% | Q1 2026 | Apr 15, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 55,581 | 4,882 | 1.12% | 1.13% | 200 | -22 | -0.04% | Q1 2026 | May 14, 2026 |
| Premier Private Wealth Management LLC | History | Reduced | 53,555 | 4,704 | 4.96% | 7.3% | 201 | -22,952 | -30.0% | Q1 2026 | May 07, 2026 |
| JT Stratford LLC | History | Added to | 53,499 | 4,699 | 0.6% | 0.6% | 202 | +1,327 | 2.54% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 53,134 | 4,667 | 0.0% | 0.0% | 203 | +4,109 | 8.38% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 53,023 | 4,657 | 0.21% | 0.24% | 204 | -5,086 | -8.75% | Q1 2026 | May 12, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 52,813 | 4,639 | 2.73% | — | 205 | +52,813 | New | Q1 2026 | May 13, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 52,295 | 4,593 | 1.68% | 1.63% | 206 | +380 | 0.73% | Q1 2026 | May 15, 2026 |
| Catalina Capital Group, LLC | History | Reduced | 51,910 | 4,559 | 2.72% | 2.83% | 207 | -210 | -0.4% | Q1 2026 | Apr 23, 2026 |
| CHOREO, LLC | History | Reduced | 51,280 | 4,504 | 0.06% | 0.06% | 208 | -38 | -0.07% | Q1 2026 | May 12, 2026 |
| Fermata Advisors, LLC | History | Reduced | 50,634 | 4,447 | 1.0% | 1.22% | 209 | -6,271 | -11.02% | Q1 2026 | Apr 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 50,044 | 4,395 | 0.05% | 0.06% | 210 | +3,880 | 8.4% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 49,986 | 4,390 | 0.06% | 0.08% | 211 | -12,646 | -20.19% | Q1 2026 | May 15, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 49,501 | 4,348 | 1.67% | 1.67% | 212 | -642 | -1.28% | Q1 2026 | Apr 24, 2026 |
| Haverford Trust Co | History | Added to | 49,145 | 4,316 | 0.04% | 0.03% | 213 | +6,165 | 14.34% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 49,016 | 4,305 | 0.05% | 0.06% | 214 | +5,803 | 13.43% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 48,687 | 4,276 | 0.15% | 0.17% | 215 | -6,916 | -12.44% | Q1 2026 | May 07, 2026 |
| Aries Wealth Management | History | Reduced | 48,627 | 4,271 | 0.94% | 1.0% | 216 | -1,818 | -3.6% | Q1 2026 | May 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 47,007 | 4,267 | 0.24% | 0.24% | 217 | +824 | 1.78% | Q1 2026 | Apr 17, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 47,268 | 4,152 | 0.69% | 0.75% | 218 | -1,307 | -2.69% | Q1 2026 | May 04, 2026 |
| Sarver Vrooman Wealth Advisors | History | Reduced | 46,910 | 4,120 | 2.54% | 2.76% | 219 | -1,578 | -3.25% | Q1 2026 | Apr 15, 2026 |
| Winter & Associates, Inc. | History | Reduced | 45,541 | 4,027 | 3.53% | 4.5% | 220 | -8,872 | -16.3% | Q1 2026 | Apr 08, 2026 |
| Vines Capital Management, LLC | History | Added to | 44,739 | 3,929 | 3.89% | 3.86% | 221 | +488 | 1.1% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 44,644 | 3,921 | 0.07% | 0.07% | 222 | -271 | -0.6% | Q1 2026 | Apr 10, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 44,575 | 3,915 | 2.09% | 2.1% | 223 | +2,427 | 5.76% | Q1 2026 | May 01, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 44,415 | 3,901 | 0.0% | 0.0% | 224 | +1,816 | 4.26% | Q1 2026 | May 13, 2026 |
| Powers Advisory Group, LLC | History | Added to | 44,252 | 3,887 | 1.37% | 1.36% | 225 | +3,776 | 9.33% | Q1 2026 | Apr 21, 2026 |
| Family Capital Management, Inc. | History | Reduced | 44,150 | 3,878 | 1.72% | 4.58% | 226 | -71,106 | -61.69% | Q1 2026 | Apr 22, 2026 |
| Wedmont Private Capital | History | Added to | 42,841 | 3,875 | 0.12% | 0.13% | 227 | +263 | 0.62% | Q1 2026 | Apr 09, 2026 |
| Lantz Financial LLC | History | Added to | 43,497 | 3,820 | 0.79% | 0.82% | 228 | +71 | 0.16% | Q1 2026 | Apr 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 43,175 | 3,792 | 0.0% | 0.0% | 229 | +15,628 | 56.73% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 42,808 | 3,760 | 0.0% | 0.0% | 230 | +35,430 | 480.21% | Q1 2026 | May 13, 2026 |
| Waterway Wealth Management, LLC | History | Reduced | 42,494 | 3,732 | 0.83% | 0.91% | 231 | -2,387 | -5.32% | Q1 2026 | Apr 21, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 42,419 | 3,726 | 0.39% | 0.4% | 232 | +995 | 2.4% | Q1 2026 | May 04, 2026 |
| Osbon Capital Management LLC | History | Reduced | 41,794 | 3,671 | 3.0% | 3.67% | 233 | -2,056 | -4.69% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 41,771 | 3,669 | 0.03% | 0.03% | 234 | -205 | -0.49% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 41,741 | 3,666 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 41,433 | 3,639 | 1.55% | 0.56% | 236 | +26,007 | 168.59% | Q1 2026 | May 08, 2026 |
| RFG Advisory, LLC | History | Added to | 41,372 | 3,634 | 0.07% | 0.07% | 237 | +961 | 2.38% | Q1 2026 | Apr 17, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 38,219 | 3,587 | 0.75% | 1.16% | 238 | -21,225 | -35.71% | Q1 2026 | May 04, 2026 |
| Lansing Street Advisors | History | Reduced | 39,955 | 3,509 | 0.88% | 0.92% | 239 | -501 | -1.24% | Q1 2026 | Apr 28, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 39,373 | 3,458 | 1.04% | 1.0% | 240 | +2,153 | 5.78% | Q1 2026 | Apr 20, 2026 |
| Harvest Investment Services, LLC | History | Added to | 37,808 | 3,321 | 0.61% | 0.63% | 241 | +342 | 0.91% | Q1 2026 | May 14, 2026 |
| Oxbow Advisors, LLC | History | Added to | 37,227 | 3,269 | 0.28% | 0.22% | 242 | +8,746 | 30.71% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 36,823 | 3,234 | 0.05% | 0.04% | 243 | +13,214 | 55.97% | Q1 2026 | May 18, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Reduced | 36,760 | 3,228 | 1.62% | 1.75% | 244 | -3,085 | -7.74% | Q1 2026 | May 15, 2026 |
| Banco de Sabadell, S.A | History | Added to | 37,481 | 3,214 | 2.13% | 1.97% | 245 | +3,680 | 10.89% | Q1 2026 | May 08, 2026 |
| Meridian Financial Partners LLC | History | Reduced | 36,291 | 3,207 | 1.22% | 1.35% | 246 | -1,309 | -3.48% | Q1 2026 | Apr 15, 2026 |
| Berkeley, Inc | History | Reduced | 34,774 | 3,054 | 1.02% | 2.2% | 247 | -42,421 | -54.95% | Q1 2026 | Apr 24, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 33,149 | 2,911 | 3.47% | 3.07% | 248 | -6,444 | -16.28% | Q1 2026 | Apr 28, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 31,159 | 2,911 | 0.32% | 0.4% | 249 | -875 | -2.73% | Q1 2026 | May 12, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 32,834 | 2,884 | 0.23% | 0.26% | 250 | +2,161 | 7.05% | Q1 2026 | Apr 16, 2026 |
| NORTHERN TRUST CORP | History | Added to | 32,817 | 2,882 | 0.0% | 0.0% | 251 | +1,353 | 4.3% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 32,239 | 2,831 | 0.01% | 0.01% | 252 | +513 | 1.62% | Q1 2026 | May 14, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Reduced | 31,678 | 2,782 | 1.29% | 1.66% | 253 | -7,320 | -18.77% | Q1 2026 | Apr 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 31,174 | 2,738 | 0.14% | 0.14% | 254 | +624 | 2.04% | Q1 2026 | Apr 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 31,130 | 2,734 | 1.89% | 1.65% | 255 | +3,292 | 11.83% | Q1 2026 | Apr 07, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 30,979 | 2,721 | 0.87% | 0.82% | 256 | +1,776 | 6.08% | Q1 2026 | Apr 23, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 30,481 | 2,677 | 0.15% | 0.16% | 257 | -31 | -0.1% | Q1 2026 | May 14, 2026 |
| Centerpoint Advisory Group | History | No change | 30,386 | 2,669 | 2.01% | 2.09% | 258 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 30,136 | 2,647 | 0.2% | 0.22% | 259 | -727 | -2.36% | Q1 2026 | Apr 30, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 29,466 | 2,588 | 0.21% | 0.22% | 260 | +152 | 0.52% | Q1 2026 | Apr 08, 2026 |
| RHUMBLINE ADVISERS | History | No change | 29,371 | 2,579 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Herold Advisors, Inc. | History | Reduced | 29,154 | 2,560 | 0.56% | 0.63% | 262 | -2,308 | -7.34% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 28,880 | 2,536 | 0.0% | 0.0% | 263 | -9,732 | -25.2% | Q1 2026 | May 15, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 28,723 | 2,523 | 1.3% | 1.28% | 264 | +741 | 2.65% | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 28,611 | 2,513 | 0.0% | 0.0% | 265 | +3,917 | 15.86% | Q1 2026 | May 15, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 28,262 | 2,482 | 0.09% | 0.09% | 266 | -311 | -1.09% | Q1 2026 | May 15, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 28,171 | 2,474 | 0.37% | 0.37% | 267 | +1,461 | 5.47% | Q1 2026 | Apr 16, 2026 |
| Southland Equity Partners LLC | History | Reduced | 27,828 | 2,444 | 0.48% | 0.5% | 268 | -302 | -1.07% | Q1 2026 | Apr 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 27,817 | 2,443 | 0.01% | 0.01% | 269 | -367 | -1.3% | Q1 2026 | Apr 24, 2026 |
| Sound Portfolio Advisors, LLC | History | Reduced | 27,811 | 2,442 | 1.98% | 2.12% | 270 | -367 | -1.3% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | Added to | 27,759 | 2,438 | 0.03% | 0.02% | 271 | +10,195 | 58.04% | Q1 2026 | Apr 16, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 27,477 | 2,413 | 0.07% | 0.06% | 272 | -571 | -2.04% | Q1 2026 | Apr 27, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 27,121 | 2,382 | 0.99% | 1.68% | 273 | -21,497 | -44.22% | Q1 2026 | May 07, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 27,028 | 2,374 | 0.08% | 0.53% | 274 | -152,811 | -84.97% | Q1 2026 | May 14, 2026 |
| WealthPoint Financial, LLC | History | No change | 26,473 | 2,367 | 2.06% | 2.06% | 275 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 26,904 | 2,363 | 0.14% | 0.15% | 276 | -1,383 | -4.89% | Q1 2026 | May 12, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 26,723 | 2,363 | 0.14% | 0.15% | 277 | -426 | -1.57% | Q1 2026 | Apr 07, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 26,720 | 2,347 | 0.01% | 0.01% | 278 | -333 | -1.23% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 26,399 | 2,318 | 1.15% | 1.22% | 279 | -2,164 | -7.58% | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | New | 26,386 | 2,317 | 0.0% | — | 280 | +26,386 | New | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 25,759 | 2,303 | 0.04% | 0.04% | 281 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Added to | 25,651 | 2,253 | 0.01% | 0.01% | 282 | +352 | 1.39% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 25,050 | 2,200 | 0.03% | 0.04% | 283 | +1,942 | 8.4% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 24,765 | 2,175 | 0.72% | 0.77% | 284 | -1,008 | -3.91% | Q1 2026 | Apr 09, 2026 |
| Vise Technologies, Inc. | History | No change | 23,966 | 2,143 | 0.04% | 0.04% | 285 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 23,954 | 2,104 | 0.36% | 0.36% | 286 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 23,907 | 2,100 | 0.73% | 0.77% | 287 | +62 | 0.26% | Q1 2026 | Apr 21, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 23,774 | 2,088 | 0.22% | 0.24% | 288 | -2,282 | -8.76% | Q1 2026 | May 12, 2026 |
| HUB Investment Partners, LLC | History | New | 23,670 | 2,079 | 0.05% | — | 289 | +23,670 | New | Q1 2026 | May 15, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 23,666 | 2,078 | 0.35% | 0.32% | 290 | +2,502 | 11.82% | Q1 2026 | Apr 21, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 23,634 | 2,075 | 0.03% | 0.05% | 291 | -7,057 | -22.99% | Q1 2026 | Apr 22, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 23,601 | 2,073 | 0.03% | 0.04% | 292 | +464 | 2.01% | Q1 2026 | Apr 21, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 23,537 | 2,067 | 0.05% | 0.05% | 293 | +6 | 0.03% | Q1 2026 | May 04, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 23,530 | 2,066 | 0.51% | 0.69% | 294 | -8,849 | -27.33% | Q1 2026 | May 14, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 23,465 | 2,061 | 0.47% | 0.49% | 295 | -388 | -1.63% | Q1 2026 | Apr 28, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 21,774 | 2,043 | 0.43% | 0.46% | 296 | +29 | 0.13% | Q1 2026 | Apr 28, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 20,861 | 1,961 | 0.04% | 0.05% | 297 | +14 | 0.07% | Q1 2026 | May 04, 2026 |
| Verum Partners LLC | History | Added to | 22,315 | 1,960 | 0.37% | 0.37% | 298 | +1,891 | 9.26% | Q1 2026 | Apr 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 22,263 | 1,955 | 0.04% | 0.04% | 299 | +559 | 2.58% | Q1 2026 | Apr 27, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 22,161 | 1,946 | 1.57% | 1.54% | 300 | +12 | 0.05% | Q1 2026 | May 15, 2026 |