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 | 3,764,637 | 237,849 | 0.13% | 0.15% | 1 | -196,248 | -4.95% | Q3 2026 | Nov 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,296,488 | 83,895 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 614,358 | 39,724 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | No change | 568,016 | 36,756 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 527,269 | 34,119 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 461,874 | 29,887 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Unison Advisors LLC | History | Added to | 450,957 | 28,491 | 2.0% | 2.02% | 7 | +2,369 | 0.53% | Q3 2026 | Oct 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 436,804 | 28,265 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 402,845 | 26,068 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 370,671 | 23,986 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 375,295 | 23,711 | 0.04% | 0.04% | 11 | -3,921 | -1.03% | Q3 2026 | Nov 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 336,448 | 21,771 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 332,421 | 21,510 | 0.34% | 0.34% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 327,954 | 21,221 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 329,817 | 20,837 | 0.04% | 0.04% | 15 | +8,693 | 2.71% | Q3 2026 | Oct 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 308,550 | 19,966 | 0.32% | 0.32% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 280,393 | 17,715 | 0.11% | 0.11% | 17 | +8,791 | 3.24% | Q3 2026 | Oct 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 261,905 | 16,947 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 164,578 | 10,649 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 163,820 | 10,600 | 0.48% | 0.48% | 20 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 161,435 | 10,199 | 1.11% | 1.09% | 21 | -1,649 | -1.01% | Q3 2026 | Oct 14, 2026 |
| Neumann Capital Management, LLC | History | New | 160,533 | 10,142 | 2.59% | — | 22 | +160,533 | New | Q3 2026 | Oct 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 152,299 | 9,857 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cascade Financial Partners, LLC | History | No change | 151,624 | 9,811 | 0.85% | 0.85% | 24 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BIP Wealth, LLC | History | Reduced | 153,396 | 9,691 | 0.26% | 0.3% | 25 | -11,539 | -7.0% | Q3 2026 | Oct 22, 2026 |
| Portland Global Advisors LLC | History | No change | 146,694 | 9,492 | 0.9% | 0.9% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 142,929 | 9,030 | 0.02% | 0.02% | 27 | +18,486 | 14.85% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 134,265 | 8,688 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tortoise Investment Management, LLC | History | No change | 128,217 | 8,296 | 0.62% | 0.62% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 123,043 | 7,962 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 124,932 | 7,893 | 5.56% | 5.61% | 31 | -159 | -0.13% | Q3 2026 | Oct 15, 2026 |
| O'Connor Financial Group LLC | History | Added to | 124,264 | 7,851 | 2.78% | 2.79% | 32 | +2,247 | 1.84% | Q3 2026 | Oct 26, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 124,236 | 7,849 | 1.78% | 1.98% | 33 | +10,595 | 9.32% | Q3 2026 | Oct 16, 2026 |
| Bristlecone Value Partners, LLC | History | No change | 118,729 | 7,682 | 6.18% | 6.18% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stonebridge Wealth Management, LLC | History | Added to | 120,947 | 7,641 | 6.8% | 6.83% | 35 | +3,007 | 2.55% | Q3 2026 | Oct 08, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 115,059 | 7,269 | 0.63% | 0.67% | 36 | -3,102 | -2.63% | Q3 2026 | Oct 14, 2026 |
| Csenge Advisory Group | History | Reduced | 110,603 | 6,987 | 0.28% | 0.29% | 37 | -99 | -0.09% | Q3 2026 | Nov 04, 2026 |
| Leibman Financial Services, Inc. | History | Added to | 106,269 | 6,714 | 4.63% | 3.46% | 38 | +25,902 | 32.23% | Q3 2026 | Oct 13, 2026 |
| BlackRock, Inc. | History | No change | 95,927 | 6,207 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 94,814 | 6,135 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SMITH, MOORE & CO. | History | No change | 84,547 | 6,118 | 0.4% | 0.4% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 92,842 | 6,007 | 0.23% | 0.23% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shore Point Advisors, LLC | History | Added to | 113,613 | 5,728 | 1.82% | 1.9% | 43 | +3,807 | 3.47% | Q3 2026 | Oct 14, 2026 |
| TRB Wealth Management, LLC | History | No change | 86,696 | 5,610 | 0.75% | 0.75% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BKM Wealth Management, LLC | History | Added to | 84,081 | 5,312 | 1.72% | 1.66% | 45 | +11,705 | 16.17% | Q3 2026 | Oct 22, 2026 |
| Cetera Investment Advisers | History | No change | 76,254 | 4,934 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 68,367 | 4,424 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Causey Wealth LLC | History | No change | 67,257 | 4,352 | 1.7% | 1.7% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Econ Financial Services Corp | History | Added to | 68,722 | 4,341 | 1.82% | 2.04% | 49 | +1,331 | 1.98% | Q3 2026 | Oct 19, 2026 |
| Inlight Wealth Management, LLC | History | Reduced | 67,396 | 4,258 | 1.22% | 1.39% | 50 | -102 | -0.15% | Q3 2026 | Oct 21, 2026 |
| Beckerman Institutional, LLC | History | No change | 63,195 | 4,089 | 1.95% | 1.95% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 57,744 | 3,736 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| United Advisor Group, LLC | History | Reduced | 53,911 | 3,406 | 0.32% | 0.37% | 53 | -772 | -1.41% | Q3 2026 | Nov 02, 2026 |
| Premier Private Wealth Management LLC | History | No change | 50,238 | 3,250 | 2.84% | 2.84% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Haven Private, LLC | History | Reduced | 48,435 | 3,060 | 1.21% | 1.22% | 55 | -1,029 | -2.08% | Q3 2026 | Oct 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 46,876 | 3,033 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 47,693 | 3,013 | 0.06% | 0.06% | 57 | +182 | 0.38% | Q3 2026 | Oct 30, 2026 |
| Occidental Asset Management, LLC | History | Added to | 46,695 | 2,950 | 0.26% | 0.3% | 58 | +632 | 1.37% | Q3 2026 | Nov 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 45,426 | 2,870 | 0.01% | 0.01% | 59 | +1,361 | 3.09% | Q3 2026 | Nov 02, 2026 |
| Midway Capital Research & Management | History | No change | 45,268 | 2,860 | 2.42% | 2.33% | 60 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| WESCAP Management Group, Inc. | History | No change | 42,821 | 2,770 | 0.52% | 0.52% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 43,823 | 2,768 | 0.42% | 0.43% | 62 | +571 | 1.32% | Q3 2026 | Oct 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 40,918 | 2,649 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 40,222 | 2,602 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 40,245 | 2,542 | 0.4% | 0.43% | 65 | -1,072 | -2.59% | Q3 2026 | Oct 15, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 38,932 | 2,519 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 39,624 | 2,503 | 0.69% | 0.69% | 67 | +330 | 0.84% | Q3 2026 | Oct 27, 2026 |
| Texas Yale Capital Corp. | History | No change | 38,284 | 2,477 | 0.05% | 0.05% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 37,313 | 2,414 | 0.73% | 0.73% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 36,646 | 2,315 | 0.65% | 1.58% | 70 | -48,929 | -57.18% | Q3 2026 | Oct 29, 2026 |
| Sound Stewardship, LLC | History | Reduced | 36,428 | 2,301 | 0.93% | 0.99% | 71 | -669 | -1.8% | Q3 2026 | Oct 14, 2026 |
| Marathon Strategic Advisors, LLC | History | Added to | 34,838 | 2,201 | 1.29% | 1.26% | 72 | +277 | 0.8% | Q3 2026 | Oct 20, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 34,554 | 2,183 | 0.54% | 0.54% | 73 | +1,801 | 5.5% | Q3 2026 | Oct 14, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 33,876 | 2,140 | 0.65% | 0.67% | 74 | +84 | 0.25% | Q3 2026 | Oct 19, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 31,924 | 2,016 | 0.02% | 0.02% | 75 | -1,775 | -5.27% | Q3 2026 | Oct 20, 2026 |
| Waterfront Wealth Inc. | History | Added to | 31,943 | 1,995 | 0.32% | 0.3% | 76 | +1,740 | 5.76% | Q3 2026 | Nov 03, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 30,684 | 1,938 | 0.03% | 0.03% | 77 | +10 | 0.03% | Q3 2026 | Oct 27, 2026 |
| CITADEL ADVISORS LLC | History | No change | 29,755 | 1,925 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 28,421 | 1,839 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lifetime Wealth Management P.C. | History | Reduced | 28,815 | 1,820 | 1.1% | 1.11% | 80 | -500 | -1.71% | Q3 2026 | Oct 29, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 27,069 | 1,751 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | No change | 25,871 | 1,674 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 25,433 | 1,612 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 22,618 | 1,463 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Addison Advisors LLC | History | No change | 21,834 | 1,412 | 0.67% | 0.67% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | Reduced | 21,865 | 1,381 | 0.0% | 0.0% | 86 | -41 | -0.19% | Q3 2026 | Nov 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 21,037 | 1,361 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Harvest, LLC | History | Added to | 21,239 | 1,341 | 0.63% | 0.56% | 88 | +453 | 2.18% | Q3 2026 | Oct 15, 2026 |
| Baird Financial Group, Inc. | History | No change | 20,158 | 1,304 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 20,151 | 1,303 | 1.17% | 1.17% | 90 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Evanson Financial, LLC | History | Reduced | 20,188 | 1,275 | 0.06% | 0.06% | 91 | -21 | -0.1% | Q3 2026 | Oct 23, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Reduced | 19,949 | 1,260 | 0.42% | 0.45% | 92 | -589 | -2.87% | Q3 2026 | Oct 20, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 19,693 | 1,244 | 0.05% | 0.05% | 93 | -19 | -0.1% | Q3 2026 | Nov 04, 2026 |
| W1M Asset Management Ltd | History | No change | 18,640 | 1,205 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 18,579 | 1,202 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Collaborative Fund Advisors, LLC | History | Added to | 18,153 | 1,146 | 0.62% | 0.41% | 96 | +7,291 | 67.12% | Q3 2026 | Nov 02, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 18,089 | 1,142 | 0.38% | 0.37% | 97 | +1,774 | 10.87% | Q3 2026 | Oct 14, 2026 |
| WHITTIER TRUST CO | History | No change | 17,494 | 1,141 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 16,407 | 1,036 | 0.02% | 0.02% | 99 | -1,226 | -6.95% | Q3 2026 | Oct 22, 2026 |
| Corient Private Wealth LP | History | No change | 15,680 | 1,014 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 15,488 | 1,002 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Betterment LLC | History | No change | 15,038 | 973 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Capital Advisory, LLC | History | Reduced | 15,037 | 950 | 0.32% | 0.36% | 103 | -172 | -1.13% | Q3 2026 | Oct 28, 2026 |
| Astra Wealth Partners LLC | History | No change | 13,944 | 902 | 0.48% | 0.48% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 13,752 | 889 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Everest Private Wealth | History | No change | 13,581 | 878 | 0.33% | 0.33% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avos Capital Management, LLC | History | No change | 13,290 | 859 | 0.36% | 0.36% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | Added to | 13,144 | 830 | 0.01% | 0.01% | 108 | +80 | 0.61% | Q3 2026 | Oct 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,927 | 816 | 0.0% | 0.0% | 109 | +21 | 0.16% | Q3 2026 | Nov 02, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 12,773 | 806 | 0.11% | 0.14% | 110 | -74 | -0.58% | Q3 2026 | Oct 14, 2026 |
| CEERA INVESTMENTS, LLC | History | New | 12,703 | 802 | 0.3% | — | 111 | +12,703 | New | Q3 2026 | Nov 02, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 11,873 | 750 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| NWAM LLC | History | No change | 11,576 | 749 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 11,500 | 744 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sanctuary Advisors, LLC | History | No change | 11,431 | 739 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Matisse Capital | History | No change | 11,518 | 727 | 0.28% | 0.3% | 116 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 11,175 | 723 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Biltmore Family Office, LLC | History | No change | 11,063 | 698 | 0.09% | 0.09% | 118 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FMR LLC | History | No change | 10,558 | 683 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 10,383 | 671 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 9,982 | 645 | 0.06% | 0.06% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank OZK | History | No change | 9,895 | 640 | 0.19% | 0.19% | 122 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ProVise Management Group, LLC | History | No change | 9,764 | 631 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 9,710 | 628 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 9,804 | 619 | 0.02% | 0.02% | 125 | +439 | 4.69% | Q3 2026 | Oct 07, 2026 |
| Columbus Macro, LLC | History | Added to | 9,447 | 596 | 0.06% | 0.06% | 126 | +229 | 2.48% | Q3 2026 | Oct 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 9,000 | 582 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 9,107 | 575 | 0.34% | 0.5% | 128 | -3,648 | -28.6% | Q3 2026 | Oct 16, 2026 |
| BFC Planning, Inc. | History | No change | 8,829 | 571 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 8,938 | 564 | 0.0% | 0.0% | 130 | -250 | -2.72% | Q3 2026 | Oct 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 8,650 | 557 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 8,073 | 522 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 7,810 | 493 | 0.02% | 0.03% | 133 | -316 | -3.89% | Q3 2026 | Nov 03, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 7,717 | 487 | 0.13% | 0.15% | 134 | -639 | -7.65% | Q3 2026 | Oct 30, 2026 |
| rebel Financial LLC | History | Reduced | 7,700 | 486 | 0.2% | 1.72% | 135 | -59,361 | -88.52% | Q3 2026 | Nov 03, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 7,662 | 484 | 0.04% | 0.04% | 136 | -43 | -0.56% | Q3 2026 | Oct 16, 2026 |
| Wedmont Private Capital | History | Added to | 7,568 | 479 | 0.01% | 0.01% | 137 | +329 | 4.54% | Q3 2026 | Oct 09, 2026 |
| Cresset Asset Management, LLC | History | No change | 7,028 | 454 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PlanVest Financial, Inc | History | No change | 6,959 | 450 | 0.3% | 0.3% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NOVEM GROUP | History | Added to | 6,988 | 441 | 0.04% | 0.04% | 140 | +298 | 4.45% | Q3 2026 | Oct 19, 2026 |
| PFG Investments, LLC | History | No change | 6,127 | 396 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,996 | 388 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,971 | 386 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triasima Portfolio Management inc. | History | No change | 5,970 | 377 | 0.05% | 0.05% | 144 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| &PARTNERS | History | No change | 5,673 | 367 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | No change | 5,800 | 366 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Meridian Financial Partners LLC | History | Added to | 5,786 | 362 | 0.12% | 0.12% | 147 | +267 | 4.84% | Q3 2026 | Oct 23, 2026 |
| Advisory Services Network, LLC | History | No change | 5,398 | 349 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 5,333 | 345 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Colorado Capital Management, Inc. | History | No change | 5,307 | 335 | 0.12% | 0.12% | 150 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,238 | 333 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 30,668 | 331 | 0.0% | 0.0% | 152 | +255 | 0.84% | Q3 2026 | Oct 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,964 | 313 | 0.0% | 0.0% | 154 | -2,569 | -34.1% | Q3 2026 | Oct 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 4,958 | 313 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HighPoint Advisor Group LLC | History | No change | 4,766 | 308 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | Reduced | 4,846 | 306 | 0.0% | 0.0% | 156 | -76 | -1.54% | Q3 2026 | Oct 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,634 | 299 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 4,611 | 298 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 4,691 | 296 | 0.01% | 0.0% | 160 | +1,689 | 56.26% | Q3 2026 | Oct 16, 2026 |
| Private Advisor Group, LLC | History | No change | 4,586 | 296 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bison Wealth, LLC | History | Reduced | 4,559 | 290 | 0.02% | 0.03% | 161 | -991 | -17.86% | Q3 2026 | Oct 13, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 4,471 | 289 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EASTERN BANK | History | Reduced | 4,530 | 286 | 0.0% | 0.0% | 163 | -35 | -0.77% | Q3 2026 | Oct 05, 2026 |
| Jacobs Equity LLC | History | No change | 4,417 | 285 | 0.2% | 0.2% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 4,358 | 282 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 4,363 | 276 | 0.08% | 0.08% | 166 | -112 | -2.5% | Q3 2026 | Oct 09, 2026 |
| Modern Wealth Management, LLC | History | No change | 4,180 | 270 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 4,164 | 269 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FF Advisors,LLC | History | Reduced | 4,116 | 260 | 0.1% | 0.12% | 169 | -864 | -17.35% | Q3 2026 | Oct 21, 2026 |
| GREENLEAF TRUST | History | New | 4,028 | 254 | 0.0% | — | 170 | +4,028 | New | Q3 2026 | Oct 29, 2026 |
| Berger Financial Group, Inc | History | No change | 3,904 | 252 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Portland Financial Advisors Inc | History | New | 3,936 | 248 | 0.43% | — | 172 | +3,936 | New | Q3 2026 | Oct 26, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 3,855 | 243 | 0.0% | — | 173 | +3,855 | New | Q3 2026 | Oct 16, 2026 |
| Qube Research & Technologies Ltd | History | No change | 3,684 | 238 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | Added to | 3,734 | 235 | 0.01% | 0.01% | 175 | +476 | 14.61% | Q3 2026 | Nov 03, 2026 |
| Facet Wealth, Inc. | History | New | 3,688 | 233 | 0.0% | — | 178 | +3,688 | New | Q3 2026 | Nov 04, 2026 |
| Capital Analysts, LLC | History | No change | 3,603 | 233 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,611 | 233 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 3,566 | 230 | 0.12% | 0.12% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 3,575 | 228 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | No change | 3,600 | 227 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 3,506 | 226 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 3,502 | 221 | 0.04% | 0.04% | 183 | -201 | -5.43% | Q3 2026 | Oct 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,456 | 218 | 0.01% | 0.01% | 184 | -94 | -2.65% | Q3 2026 | Oct 08, 2026 |
| Aspect Partners, LLC | History | No change | 3,364 | 212 | 0.08% | 0.08% | 185 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,846 | 182 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 2,632 | 166 | 0.1% | 0.1% | 187 | -40 | -1.5% | Q3 2026 | Oct 28, 2026 |
| IFG Advisory, LLC | History | No change | 2,513 | 162 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,455 | 155 | 0.0% | 0.0% | 189 | -37 | -1.48% | Q3 2026 | Oct 21, 2026 |
| Fairman Group, LLC | History | Added to | 2,385 | 150 | 0.11% | 0.12% | 190 | +29 | 1.23% | Q3 2026 | Oct 26, 2026 |
| US BANCORP \DE\ | History | Added to | 2,357 | 148 | 0.0% | 0.0% | 191 | +179 | 8.22% | Q3 2026 | Nov 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,250 | 145 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,040 | 132 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PETERSON WEALTH MANAGEMENT | History | No change | 1,564 | 101 | 0.05% | 0.05% | 194 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arax Advisory Partners | History | No change | 1,494 | 96 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Bridge, LLC | History | No change | 1,500 | 94 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,467 | 92 | 0.0% | 0.0% | 197 | +324 | 28.35% | Q3 2026 | Nov 04, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,410 | 91 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MASECO LLP | History | Reduced | 1,422 | 89 | 0.0% | 0.0% | 199 | -35 | -2.4% | Q3 2026 | Oct 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,342 | 86 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,159 | 74 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,135 | 73 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,030 | 66 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | No change | 1,050 | 66 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 907 | 57 | 0.01% | 0.01% | 205 | -235 | -20.58% | Q3 2026 | Oct 16, 2026 |
| Colonial Trust Co / SC | History | No change | 728 | 46 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 651 | 42 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 657 | 41 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Hickory Point Bank & Trust | History | No change | 600 | 37 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Vanguard National Trust Co | History | No change | 557 | 36 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Osbon Capital Management LLC | History | No change | 529 | 34 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Philadelphia Investment Partners, LLC | History | No change | 503 | 32 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 481 | 31 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 477 | 30 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Decker Retirement Planning Inc. | History | No change | 485 | 30 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| MATHER GROUP, LLC. | History | New | 451 | 28 | 0.0% | — | 216 | +451 | New | Q3 2026 | Oct 14, 2026 |
| TRUST CO OF VERMONT | History | New | 424 | 26 | 0.0% | — | 217 | +424 | New | Q3 2026 | Oct 21, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 400 | 25 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Larson Financial Group LLC | History | Added to | 375 | 23 | 0.0% | 0.0% | 219 | +300 | 400.0% | Q3 2026 | Nov 05, 2026 |
| BOKF, NA | History | No change | 350 | 22 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Walsh & Associates, LLC | History | No change | 330 | 21 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 323 | 20 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Piscataqua Savings Bank | History | No change | 328 | 20 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Allworth Financial LP | History | No change | 305 | 19 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 292 | 18 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 263 | 16 | 0.0% | 0.01% | 226 | -16 | -5.73% | Q3 2026 | Oct 07, 2026 |
| AE Wealth Management LLC | History | No change | 238 | 15 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Trust Co | History | No change | 215 | 13 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 201 | 12 | 0.0% | — | 231 | +201 | New | Q3 2026 | Oct 13, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 200 | 12 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 190 | 12 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 188 | 11 | 0.0% | 0.0% | 232 | +3 | 1.62% | Q3 2026 | Oct 27, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 157 | 10 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Millstone Evans Group, LLC | History | No change | 153 | 9 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 141 | 9 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hurley Capital, LLC | History | Added to | 130 | 8 | 0.0% | 0.0% | 236 | +1 | 0.78% | Q3 2026 | Nov 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 127 | 8 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 132 | 8 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 93 | 6 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 108 | 6 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 93 | 6 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SHP Wealth Management | History | No change | 107 | 6 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Balance Wealth Partners LLC | History | New | 94 | 5 | 0.0% | — | 244 | +94 | New | Q3 2026 | Oct 27, 2026 |
| Team Financial Group, LLC | History | New | 89 | 5 | 0.0% | — | 243 | +89 | New | Q3 2026 | Oct 30, 2026 |
| Dunhill Financial, LLC | History | No change | 54 | 3 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sachetta, LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LRI Investments, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 38 | 2 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| VANGUARD ADVISERS INC | History | No change | 33 | 2 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Tidemark, LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 16 | 1 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Life Planners | History | No change | 21 | 1 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 1.22% | — | -35,756 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Seed Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -4,800 | -100.0% | Q3 2026 | Oct 20, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -423 | -100.0% | Q3 2026 | Oct 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -261 | -100.0% | Q3 2026 | Nov 02, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q3 2026 | Oct 15, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2026 | Oct 02, 2026 |
| Asset Dedication, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Continuum Advisory, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 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 |
| Planning Strategies Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |