WisdomTree Trust - DGS
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | Reduced | 3,960,885 | 256,308 | 0.15% | 0.17% | 1 | -247,363 | -5.88% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,296,488 | 83,895 | 0.01% | 0.01% | 2 | +13,961 | 1.09% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 614,358 | 39,724 | 0.03% | 0.03% | 3 | +5,758 | 0.95% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | Added to | 568,016 | 36,756 | 0.0% | 0.0% | 4 | +11,847 | 2.13% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 527,269 | 34,119 | 0.03% | 0.03% | 5 | +10,214 | 1.98% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 461,874 | 29,887 | 0.01% | 0.01% | 6 | +21,353 | 4.85% | Q2 2026 | Aug 03, 2026 |
| Unison Advisors LLC | History | Added to | 448,588 | 29,028 | 2.02% | 2.03% | 7 | +3,439 | 0.77% | Q2 2026 | Jul 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 436,804 | 28,265 | 0.04% | 0.05% | 8 | +6,040 | 1.4% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 402,845 | 26,068 | 0.01% | 0.01% | 9 | -14,034 | -3.37% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 379,216 | 24,539 | 0.04% | 0.04% | 10 | +688 | 0.18% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 370,671 | 23,986 | 0.03% | 0.03% | 11 | +3,552 | 0.97% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 336,448 | 21,771 | 0.01% | 0.01% | 12 | +15,094 | 4.7% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 332,421 | 21,510 | 0.34% | 0.22% | 13 | +98,606 | 42.17% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Reduced | 327,954 | 21,221 | 0.02% | 0.02% | 14 | -1,817 | -0.55% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 321,124 | 20,779 | 0.04% | 0.0% | 15 | +321,055 | 465297.1% | Q2 2026 | Jul 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 308,550 | 19,966 | 0.32% | 0.33% | 16 | +4,050 | 1.33% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 271,602 | 17,575 | 0.11% | 0.12% | 17 | +11,237 | 4.32% | Q2 2026 | Jul 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 261,905 | 16,947 | 0.0% | 0.0% | 18 | +12,973 | 5.21% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | Added to | 164,935 | 10,672 | 0.3% | 0.38% | 19 | +10,544 | 6.83% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | Reduced | 164,578 | 10,649 | 0.01% | 0.01% | 20 | -2,178 | -1.31% | Q2 2026 | Aug 14, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 163,820 | 10,600 | 0.48% | 0.48% | 21 | +4,669 | 2.93% | Q2 2026 | Aug 04, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 163,084 | 10,553 | 1.09% | 1.17% | 22 | -1,381 | -0.84% | Q2 2026 | Jul 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 152,299 | 9,857 | 0.0% | 0.01% | 23 | -213,399 | -58.35% | Q2 2026 | Aug 14, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 151,624 | 9,811 | 0.85% | 0.89% | 24 | +7,538 | 5.23% | Q2 2026 | Aug 04, 2026 |
| Portland Global Advisors LLC | History | Added to | 146,694 | 9,492 | 0.9% | 0.93% | 25 | +738 | 0.51% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 134,265 | 8,688 | 0.01% | 0.01% | 26 | -1,183 | -0.87% | Q2 2026 | Aug 13, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 128,217 | 8,296 | 0.62% | 0.65% | 27 | -2,923 | -2.23% | Q2 2026 | Aug 07, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 125,091 | 8,094 | 5.61% | 5.49% | 28 | +7,201 | 6.11% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 124,443 | 8,053 | 0.02% | 0.02% | 29 | +2,696 | 2.21% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | Added to | 123,043 | 7,962 | 0.0% | 0.0% | 30 | +6,416 | 5.5% | Q2 2026 | Aug 13, 2026 |
| O'Connor Financial Group LLC | History | Added to | 122,017 | 7,895 | 2.79% | 2.98% | 31 | +762 | 0.63% | Q2 2026 | Jul 17, 2026 |
| Bristlecone Value Partners, LLC | History | Reduced | 118,729 | 7,682 | 6.18% | 6.35% | 32 | -1,258 | -1.05% | Q2 2026 | Aug 13, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 118,161 | 7,646 | 0.67% | 0.77% | 33 | -4,153 | -3.4% | Q2 2026 | Jul 21, 2026 |
| Stonebridge Wealth Management, LLC | History | Added to | 117,940 | 7,631 | 6.83% | 6.75% | 34 | +755 | 0.64% | Q2 2026 | Jul 16, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Reduced | 113,641 | 7,353 | 1.98% | 2.1% | 35 | -4,338 | -3.68% | Q2 2026 | Aug 07, 2026 |
| Csenge Advisory Group | History | Reduced | 110,702 | 7,163 | 0.29% | 0.31% | 36 | -3,782 | -3.3% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | Added to | 95,927 | 6,207 | 0.0% | 0.0% | 37 | +31,146 | 48.08% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 94,814 | 6,135 | 0.03% | 0.03% | 38 | +298 | 0.32% | Q2 2026 | Aug 13, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 84,547 | 6,118 | 0.4% | 0.41% | 39 | -9,476 | -10.08% | Q2 2026 | Aug 12, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 92,842 | 6,007 | 0.23% | 0.28% | 40 | -10,627 | -10.27% | Q2 2026 | Aug 13, 2026 |
| TRB Wealth Management, LLC | History | Added to | 86,696 | 5,610 | 0.75% | 0.72% | 41 | +2,280 | 2.7% | Q2 2026 | Aug 11, 2026 |
| Shore Point Advisors, LLC | History | Added to | 109,806 | 5,560 | 1.9% | 1.95% | 42 | +5,642 | 5.42% | Q2 2026 | Jul 14, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 85,575 | 5,537 | 1.58% | 1.98% | 43 | -2,961 | -3.34% | Q2 2026 | Aug 06, 2026 |
| Leibman Financial Services, Inc. | History | Added to | 80,367 | 5,200 | 3.46% | 2.98% | 44 | +12,800 | 18.94% | Q2 2026 | Jul 14, 2026 |
| Cetera Investment Advisers | History | Added to | 76,254 | 4,934 | 0.0% | 0.0% | 45 | +437 | 0.58% | Q2 2026 | Aug 12, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 72,376 | 4,683 | 1.66% | 1.74% | 46 | -6,795 | -8.58% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 68,367 | 4,424 | 0.01% | 0.01% | 47 | +2,505 | 3.8% | Q2 2026 | Aug 07, 2026 |
| Inlight Wealth Management, LLC | History | Reduced | 67,498 | 4,367 | 1.39% | 1.57% | 48 | -3,235 | -4.57% | Q2 2026 | Jul 28, 2026 |
| Econ Financial Services Corp | History | Added to | 67,391 | 4,360 | 2.04% | 1.87% | 49 | +435 | 0.65% | Q2 2026 | Jul 23, 2026 |
| Causey Wealth LLC | History | Reduced | 67,257 | 4,352 | 1.7% | 1.73% | 50 | -660 | -0.97% | Q2 2026 | Aug 11, 2026 |
| Efficient Advisors, LLC | History | No change | 68,935 | 4,142 | 0.29% | 0.29% | 51 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 63,195 | 4,089 | 1.95% | 2.07% | 52 | -1,737 | -2.68% | Q2 2026 | Aug 11, 2026 |
| rebel Financial LLC | History | No change | 67,228 | 4,040 | 1.75% | 1.75% | 53 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 57,744 | 3,736 | 0.04% | 0.04% | 54 | +1,735 | 3.1% | Q2 2026 | Aug 11, 2026 |
| United Advisor Group, LLC | History | Added to | 54,683 | 3,538 | 0.37% | 0.4% | 55 | +490 | 0.9% | Q2 2026 | Jul 29, 2026 |
| Premier Private Wealth Management LLC | History | Added to | 50,238 | 3,250 | 2.84% | 3.13% | 56 | +892 | 1.81% | Q2 2026 | Aug 13, 2026 |
| Haven Private, LLC | History | Reduced | 49,464 | 3,200 | 1.22% | 1.31% | 57 | -537 | -1.07% | Q2 2026 | Jul 28, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 47,511 | 3,074 | 0.06% | 0.07% | 58 | -73 | -0.15% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 46,876 | 3,033 | 0.01% | 0.01% | 59 | +937 | 2.04% | Q2 2026 | Aug 05, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 46,063 | 2,980 | 0.3% | 0.33% | 60 | -274 | -0.59% | Q2 2026 | Aug 07, 2026 |
| Midway Capital Research & Management | History | Added to | 45,268 | 2,929 | 2.33% | 2.52% | 61 | +854 | 1.92% | Q2 2026 | Jul 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 44,065 | 2,851 | 0.01% | 0.01% | 62 | +9,086 | 25.98% | Q2 2026 | Jul 28, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 43,252 | 2,798 | 0.43% | 0.42% | 63 | +262 | 0.61% | Q2 2026 | Jul 20, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 42,821 | 2,770 | 0.52% | 0.51% | 64 | -533 | -1.23% | Q2 2026 | Aug 11, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 41,317 | 2,673 | 0.43% | 0.5% | 65 | -3,668 | -8.15% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 40,918 | 2,649 | 0.0% | 0.0% | 66 | +1,496 | 3.79% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 40,222 | 2,602 | 0.04% | — | 67 | +40,222 | New | Q2 2026 | Aug 06, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 39,294 | 2,542 | 0.69% | 0.71% | 68 | -322 | -0.81% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 38,932 | 2,519 | 0.0% | 0.0% | 69 | +3,004 | 8.36% | Q2 2026 | Aug 12, 2026 |
| Texas Yale Capital Corp. | History | No change | 38,284 | 2,477 | 0.05% | 0.07% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 37,313 | 2,414 | 0.73% | 0.74% | 71 | +268 | 0.72% | Q2 2026 | Aug 12, 2026 |
| Sound Stewardship, LLC | History | Added to | 37,097 | 2,400 | 0.99% | 0.95% | 72 | +2,408 | 6.94% | Q2 2026 | Jul 13, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 35,756 | 2,313 | 1.22% | 1.24% | 73 | +282 | 0.79% | Q2 2026 | Jul 09, 2026 |
| Marathon Strategic Advisors, LLC | History | Added to | 34,561 | 2,236 | 1.26% | 1.49% | 74 | +67 | 0.19% | Q2 2026 | Jul 16, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 33,792 | 2,186 | 0.67% | 0.7% | 75 | -336 | -0.98% | Q2 2026 | Jul 10, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 33,699 | 2,180 | 0.02% | 0.03% | 76 | -300 | -0.88% | Q2 2026 | Aug 03, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 32,753 | 2,119 | 0.54% | 0.52% | 77 | +1,068 | 3.37% | Q2 2026 | Jul 24, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 30,674 | 1,984 | 0.03% | 0.03% | 78 | -686 | -2.19% | Q2 2026 | Jul 14, 2026 |
| Waterfront Wealth Inc. | History | Added to | 30,203 | 1,962 | 0.3% | 0.31% | 79 | +1,843 | 6.5% | Q2 2026 | Jul 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 29,755 | 1,925 | 0.0% | — | 80 | +29,755 | New | Q2 2026 | Sep 02, 2026 |
| Lifetime Wealth Management P.C. | History | Added to | 29,315 | 1,897 | 1.11% | 0.77% | 81 | +6,686 | 29.55% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 28,421 | 1,839 | 0.0% | 0.0% | 82 | -76 | -0.27% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 27,069 | 1,751 | 0.01% | 0.01% | 83 | -160 | -0.59% | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | Reduced | 25,871 | 1,674 | 0.0% | 0.0% | 84 | -14,447 | -35.83% | Q2 2026 | Aug 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 25,433 | 1,631 | 0.04% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 22,618 | 1,463 | 0.0% | — | 86 | +22,618 | New | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 21,906 | 1,417 | 0.0% | 0.0% | 87 | -689 | -3.05% | Q2 2026 | Aug 07, 2026 |
| Addison Advisors LLC | History | Reduced | 21,834 | 1,412 | 0.67% | 0.77% | 88 | -36,204 | -62.38% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 21,037 | 1,361 | 0.01% | 0.02% | 89 | -14,327 | -40.51% | Q2 2026 | Aug 06, 2026 |
| Financial Harvest, LLC | History | Added to | 20,786 | 1,345 | 0.56% | 0.71% | 90 | +649 | 3.22% | Q2 2026 | Aug 10, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 20,538 | 1,329 | 0.45% | 0.45% | 91 | +16 | 0.08% | Q2 2026 | Jul 09, 2026 |
| Evanson Financial, LLC | History | New | 20,209 | 1,307 | 0.06% | — | 92 | +20,209 | New | Q2 2026 | Jul 07, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 20,158 | 1,304 | 0.0% | 0.0% | 93 | -624 | -3.0% | Q2 2026 | Aug 12, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | Reduced | 20,151 | 1,303 | 1.17% | 1.24% | 94 | -1,180 | -5.53% | Q2 2026 | Jul 09, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 19,712 | 1,275 | 0.05% | 0.06% | 95 | +117 | 0.6% | Q2 2026 | Jul 22, 2026 |
| Evanson Asset Management, LLC | History | No change | 20,076 | 1,206 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| W1M Asset Management Ltd | History | Reduced | 18,640 | 1,205 | 0.01% | 0.01% | 97 | -180 | -0.96% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 18,579 | 1,202 | 0.0% | 0.0% | 98 | -3,253 | -14.9% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO | History | Reduced | 17,494 | 1,141 | 0.01% | 0.01% | 99 | -3,353 | -16.08% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 17,633 | 1,141 | 0.02% | 0.02% | 100 | -2,493 | -12.39% | Q2 2026 | Aug 07, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 16,315 | 1,055 | 0.37% | 0.38% | 101 | +265 | 1.65% | Q2 2026 | Jul 23, 2026 |
| Corient Private Wealth LP | History | Reduced | 15,680 | 1,014 | 0.0% | 0.0% | 102 | -1,080 | -6.44% | Q2 2026 | Aug 27, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 15,488 | 1,002 | 0.06% | 0.06% | 103 | -740 | -4.56% | Q2 2026 | Aug 12, 2026 |
| American Capital Advisory, LLC | History | Reduced | 15,209 | 984 | 0.36% | 0.37% | 104 | -134 | -0.87% | Q2 2026 | Jul 28, 2026 |
| Betterment LLC | History | Added to | 15,038 | 973 | 0.0% | 0.0% | 105 | +176 | 1.18% | Q2 2026 | Aug 14, 2026 |
| Astra Wealth Partners LLC | History | Added to | 13,944 | 902 | 0.48% | 0.48% | 106 | +576 | 4.31% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 13,752 | 889 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Everest Private Wealth | History | Added to | 13,581 | 878 | 0.33% | 0.39% | 108 | +693 | 5.38% | Q2 2026 | Aug 07, 2026 |
| Avos Capital Management, LLC | History | Reduced | 13,290 | 859 | 0.36% | 0.37% | 109 | -2,421 | -15.41% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 13,064 | 845 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 12,906 | 835 | 0.0% | 0.0% | 111 | -4,790 | -27.07% | Q2 2026 | Jul 29, 2026 |
| Covenant Asset Management, LLC | History | Added to | 12,847 | 831 | 0.14% | 0.11% | 112 | +272 | 2.16% | Q2 2026 | Jul 20, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 12,755 | 825 | 0.5% | 0.54% | 113 | -1,951 | -13.27% | Q2 2026 | Jul 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 11,873 | 768 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NWAM LLC | History | Added to | 11,576 | 749 | 0.04% | 0.04% | 115 | +63 | 0.55% | Q2 2026 | Jul 23, 2026 |
| Matisse Capital | History | No change | 11,518 | 745 | 0.3% | 0.3% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 11,500 | 744 | 0.03% | 0.03% | 117 | +1,200 | 11.65% | Q2 2026 | Jul 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 11,431 | 739 | 0.0% | 0.0% | 118 | +697 | 6.49% | Q2 2026 | Aug 13, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 11,175 | 723 | 0.04% | 0.04% | 119 | -1 | -0.01% | Q2 2026 | Jul 15, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 11,063 | 715 | 0.09% | 0.11% | 120 | -1,991 | -15.25% | Q2 2026 | Aug 12, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 10,862 | 702 | 0.41% | — | 121 | +10,862 | New | Q2 2026 | Jul 30, 2026 |
| FMR LLC | History | Added to | 10,558 | 683 | 0.0% | 0.0% | 122 | +1,407 | 15.38% | Q2 2026 | Aug 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 10,383 | 671 | 0.06% | 0.06% | 123 | +1,378 | 15.3% | Q2 2026 | Aug 10, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 9,982 | 645 | 0.06% | 0.07% | 124 | -83 | -0.82% | Q2 2026 | Aug 11, 2026 |
| Bank OZK | History | No change | 9,895 | 640 | 0.19% | 0.21% | 125 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ProVise Management Group, LLC | History | Added to | 9,764 | 631 | 0.04% | 0.04% | 126 | +1 | 0.01% | Q2 2026 | Aug 03, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 9,710 | 628 | 0.04% | 0.05% | 127 | -2,761 | -22.14% | Q2 2026 | Aug 12, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 9,365 | 600 | 0.02% | 0.02% | 128 | +61 | 0.66% | Q2 2026 | Jul 07, 2026 |
| Columbus Macro, LLC | History | Added to | 9,218 | 596 | 0.06% | 0.06% | 129 | +213 | 2.37% | Q2 2026 | Jul 22, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 9,188 | 594 | 0.0% | 0.0% | 130 | -642 | -6.53% | Q2 2026 | Jul 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 9,000 | 582 | 0.01% | 0.01% | 131 | -38 | -0.42% | Q2 2026 | Aug 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 8,650 | 557 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 8,356 | 540 | 0.15% | 0.16% | 133 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 8,126 | 525 | 0.03% | 0.03% | 134 | +607 | 8.07% | Q2 2026 | Jul 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 8,073 | 522 | 0.0% | 0.0% | 135 | +4,313 | 114.71% | Q2 2026 | Aug 14, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 7,705 | 498 | 0.04% | 0.04% | 136 | -66 | -0.85% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,533 | 487 | 0.0% | 0.0% | 137 | -80 | -1.05% | Q2 2026 | Jul 17, 2026 |
| Wedmont Private Capital | History | No change | 7,239 | 468 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 7,028 | 454 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PlanVest Financial, Inc | History | Reduced | 6,959 | 450 | 0.3% | 0.36% | 140 | -996 | -12.52% | Q2 2026 | Aug 10, 2026 |
| NOVEM GROUP | History | Added to | 6,690 | 432 | 0.04% | 0.04% | 141 | +996 | 17.49% | Q2 2026 | Jul 21, 2026 |
| PFG Investments, LLC | History | Added to | 6,127 | 396 | 0.02% | 0.02% | 142 | +80 | 1.32% | Q2 2026 | Jul 23, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 5,996 | 388 | 0.0% | 0.0% | 143 | +38 | 0.64% | Q2 2026 | Sep 08, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 5,971 | 386 | 0.0% | 0.0% | 144 | -81 | -1.34% | Q2 2026 | Aug 13, 2026 |
| Triasima Portfolio Management inc. | History | No change | 5,970 | 386 | 0.05% | 0.05% | 145 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vontobel Holding Ltd. | History | New | 5,800 | 375 | 0.0% | — | 146 | +5,800 | New | Q2 2026 | Aug 03, 2026 |
| &PARTNERS | History | Reduced | 5,673 | 367 | 0.0% | 0.0% | 147 | -53 | -0.93% | Q2 2026 | Aug 14, 2026 |
| Bison Wealth, LLC | History | Added to | 5,550 | 362 | 0.03% | 0.03% | 148 | +1,373 | 32.87% | Q2 2026 | Jul 07, 2026 |
| Meridian Financial Partners LLC | History | Reduced | 5,519 | 351 | 0.12% | 0.14% | 149 | -451 | -7.55% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,398 | 349 | 0.0% | 0.0% | 150 | -55 | -1.01% | Q2 2026 | Aug 12, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 5,333 | 345 | 0.05% | 0.06% | 151 | -482 | -8.29% | Q2 2026 | Jul 24, 2026 |
| Colorado Capital Management, Inc. | History | No change | 5,307 | 343 | 0.12% | 0.12% | 152 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 30,413 | 336 | 0.0% | 0.0% | 153 | -762 | -2.44% | Q2 2026 | Jul 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,238 | 333 | 0.0% | 0.0% | 154 | +599 | 12.91% | Q2 2026 | Aug 14, 2026 |
| FF Advisors,LLC | History | No change | 4,980 | 322 | 0.12% | 0.13% | 155 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 4,958 | 320 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atria Investments, Inc | History | Reduced | 4,922 | 318 | 0.0% | 0.0% | 157 | -979 | -16.59% | Q2 2026 | Jul 28, 2026 |
| Seed Wealth Management, Inc. | History | No change | 4,800 | 310 | 0.2% | 0.2% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 4,766 | 308 | 0.01% | 0.01% | 159 | +59 | 1.25% | Q2 2026 | Aug 05, 2026 |
| SageView Advisory Group, LLC | History | Added to | 4,634 | 299 | 0.01% | 0.01% | 160 | +11 | 0.24% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 4,611 | 298 | 0.01% | 0.01% | 161 | +458 | 11.03% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 4,586 | 296 | 0.0% | 0.0% | 162 | +105 | 2.34% | Q2 2026 | Jul 27, 2026 |
| EASTERN BANK | History | Reduced | 4,565 | 295 | 0.0% | 0.01% | 163 | -2,465 | -35.06% | Q2 2026 | Jul 01, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 4,471 | 289 | 0.03% | — | 165 | +4,471 | New | Q2 2026 | Aug 10, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 4,475 | 289 | 0.08% | 0.09% | 164 | +6 | 0.13% | Q2 2026 | Aug 10, 2026 |
| Jacobs Equity LLC | History | Added to | 4,417 | 285 | 0.2% | 0.23% | 166 | +152 | 3.56% | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 4,358 | 282 | 0.01% | 0.02% | 167 | -1,931 | -30.7% | Q2 2026 | Aug 11, 2026 |
| Modern Wealth Management, LLC | History | No change | 4,180 | 270 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 4,164 | 269 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Berger Financial Group, Inc | History | Added to | 3,904 | 252 | 0.01% | 0.01% | 170 | +26 | 0.67% | Q2 2026 | Aug 04, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 3,703 | 239 | 0.04% | 0.08% | 171 | -2,686 | -42.04% | Q2 2026 | Jul 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 3,684 | 238 | 0.0% | 0.0% | 172 | -5,601 | -60.32% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | Added to | 3,603 | 233 | 0.01% | 0.01% | 173 | +47 | 1.32% | Q2 2026 | Aug 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,611 | 233 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | No change | 3,600 | 232 | 0.03% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | New | 3,566 | 230 | 0.12% | — | 176 | +3,566 | New | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,550 | 229 | 0.01% | 0.01% | 177 | -111 | -3.03% | Q2 2026 | Jul 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 3,575 | 228 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 3,506 | 226 | 0.01% | — | 179 | +3,506 | New | Q2 2026 | Jul 27, 2026 |
| Aspect Partners, LLC | History | No change | 3,364 | 217 | 0.08% | 0.08% | 180 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| StoneX Group Inc. | History | Reduced | 3,258 | 211 | 0.01% | 0.01% | 181 | -660 | -16.85% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 3,002 | 194 | 0.0% | 0.0% | 182 | +822 | 37.71% | Q2 2026 | Jul 20, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,846 | 182 | 0.0% | 0.0% | 183 | +1,480 | 108.35% | Q2 2026 | Aug 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 2,672 | 172 | 0.1% | 0.11% | 184 | +64 | 2.45% | Q2 2026 | Jul 21, 2026 |
| IFG Advisory, LLC | History | New | 2,513 | 162 | 0.01% | — | 185 | +2,513 | New | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,492 | 161 | 0.0% | 0.0% | 186 | +24 | 0.97% | Q2 2026 | Jul 22, 2026 |
| Fairman Group, LLC | History | Reduced | 2,356 | 152 | 0.12% | 0.18% | 187 | -1,189 | -33.54% | Q2 2026 | Aug 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,250 | 145 | 0.0% | 0.0% | 188 | +25 | 1.12% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 2,178 | 140 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,040 | 132 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 1,955 | 117 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Added to | 1,564 | 101 | 0.05% | 0.05% | 192 | +20 | 1.3% | Q2 2026 | Jul 30, 2026 |
| Legacy Bridge, LLC | History | No change | 1,500 | 97 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 1,494 | 96 | 0.0% | 0.0% | 194 | +1,476 | 8200.0% | Q2 2026 | Aug 10, 2026 |
| MASECO LLP | History | Added to | 1,457 | 94 | 0.0% | 0.0% | 195 | +492 | 50.98% | Q2 2026 | Aug 05, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,410 | 91 | 0.0% | 0.0% | 196 | +680 | 93.15% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,342 | 86 | 0.0% | 0.0% | 197 | +37 | 2.84% | Q2 2026 | Aug 12, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 1,142 | 74 | 0.01% | 0.01% | 199 | +4 | 0.35% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,159 | 74 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,143 | 73 | 0.0% | 0.0% | 200 | +860 | 303.89% | Q2 2026 | Jul 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,135 | 73 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Reduced | 1,050 | 67 | 0.0% | 0.0% | 202 | -1,055 | -50.12% | Q2 2026 | Jul 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,030 | 66 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Colonial Trust Co / SC | History | No change | 728 | 46 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 657 | 42 | 0.01% | 0.01% | 206 | -133 | -16.84% | Q2 2026 | Jul 16, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 651 | 42 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hickory Point Bank & Trust | History | No change | 600 | 38 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vanguard National Trust Co | History | No change | 557 | 36 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Osbon Capital Management LLC | History | No change | 529 | 34 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Philadelphia Investment Partners, LLC | History | Reduced | 503 | 32 | 0.02% | 0.02% | 210 | -30 | -5.63% | Q2 2026 | Aug 14, 2026 |
| Decker Retirement Planning Inc. | History | New | 485 | 31 | 0.01% | — | 212 | +485 | New | Q2 2026 | Jul 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 481 | 31 | 0.0% | — | 211 | +480 | 48000.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 477 | 30 | 0.0% | 0.0% | 213 | +3 | 0.63% | Q2 2026 | Aug 06, 2026 |
| NBT BANK, N.A. | History | No change | 423 | 27 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 400 | 25 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOKF, NA | History | No change | 350 | 22 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Walsh & Associates, LLC | History | Reduced | 330 | 21 | 0.02% | 0.03% | 218 | -175 | -34.65% | Q2 2026 | Jul 21, 2026 |
| Piscataqua Savings Bank | History | No change | 328 | 21 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Institute for Wealth Management, LLC. | History | New | 323 | 20 | 0.0% | — | 219 | +323 | New | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | Reduced | 305 | 19 | 0.0% | 0.0% | 220 | -744 | -70.92% | Q2 2026 | Aug 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 279 | 18 | 0.01% | 0.01% | 222 | +4 | 1.45% | Q2 2026 | Jul 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 292 | 18 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 261 | 16 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 238 | 15 | 0.0% | 0.0% | 224 | -909 | -79.25% | Q2 2026 | Aug 03, 2026 |
| Trust Co | History | No change | 215 | 13 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| First Bancorp, Inc /ME/ | History | New | 200 | 12 | 0.0% | — | 227 | +200 | New | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 190 | 12 | 0.0% | 0.0% | 226 | +2 | 1.06% | Q2 2026 | Aug 12, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 185 | 11 | 0.0% | 0.0% | 228 | +2 | 1.09% | Q2 2026 | Jul 28, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 157 | 10 | 0.01% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Millstone Evans Group, LLC | History | No change | 153 | 9 | 0.0% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 141 | 9 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 132 | 8 | 0.0% | — | 234 | +132 | New | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 127 | 8 | 0.0% | 0.0% | 233 | +32 | 33.68% | Q2 2026 | Aug 06, 2026 |
| Hurley Capital, LLC | History | Added to | 129 | 8 | 0.0% | 0.0% | 232 | +2 | 1.57% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 93 | 6 | 0.0% | 0.0% | 235 | -529 | -85.05% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | Reduced | 107 | 6 | 0.0% | 0.0% | 238 | -48 | -30.97% | Q2 2026 | Aug 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 93 | 6 | 0.0% | 0.0% | 237 | +1 | 1.09% | Q2 2026 | Jul 22, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 108 | 6 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 64 | 4 | 0.0% | 0.0% | 239 | -62 | -49.21% | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | Reduced | 75 | 4 | 0.0% | 0.0% | 240 | -50 | -40.0% | Q2 2026 | Aug 14, 2026 |
| Dunhill Financial, LLC | History | Added to | 54 | 3 | 0.0% | 0.0% | 241 | +1 | 1.89% | Q2 2026 | Aug 07, 2026 |
| Sachetta, LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LRI Investments, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 38 | 2 | 0.0% | 0.0% | 244 | -399 | -91.3% | Q2 2026 | Jul 21, 2026 |
| CX Institutional | History | Added to | 30 | 2 | 0.0% | 0.0% | 247 | +1 | 3.45% | Q2 2026 | Jul 01, 2026 |
| VANGUARD ADVISERS INC | History | No change | 33 | 2 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tidemark, LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 16 | 1 | 0.0% | — | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Life Planners | History | No change | 21 | 1 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Neumann Capital Management, LLC | History | Closed out | 0 | 0 | — | 2.79% | — | -157,417 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -104,359 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -13,902 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Phillip James Consulting Co. | History | Closed out | 0 | 0 | — | 0.51% | — | -9,652 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Closed out | 0 | 0 | — | 0.23% | — | -7,099 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -3,382 | -100.0% | Q2 2026 | Aug 19, 2026 |
| Passive Capital Management, LLC. | History | Closed out | 0 | 0 | — | 0.06% | — | -3,361 | -100.0% | Q2 2026 | Aug 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,395 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -561 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -555 | -100.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Team Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q2 2026 | Jul 10, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q2 2026 | Jul 30, 2026 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Planning Strategies Inc. | History | New | 13 | 0 | — | — | — | +13 | New | Q2 2026 | Jul 27, 2026 |
| Continuum Advisory, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Sankala Group LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 18, 2026 |
| Asset Dedication, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Blue Trust, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kilter Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |