WisdomTree Trust - DHS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CWM, LLC | History | No change | 861,983 | 94,145 | 0.25% | 0.25% | 1 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 501,674 | 57,032 | 0.0% | 0.0% | 2 | +9,875 | 2.01% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 474,272 | 53,917 | 0.0% | 0.0% | 3 | +16,824 | 3.68% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 462,536 | 52,583 | 0.01% | 0.01% | 4 | -50,900 | -9.91% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 424,978 | 48,313 | 0.04% | 0.05% | 5 | +12,527 | 3.04% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Reduced | 396,419 | 45,066 | 0.01% | 0.01% | 6 | -6,135 | -1.52% | Q2 2026 | Aug 07, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 289,052 | 32,860 | 1.42% | 1.45% | 7 | -8,750 | -2.94% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 235,268 | 26,746 | 0.09% | 0.09% | 8 | +10,133 | 4.5% | Q2 2026 | Jul 28, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 158,666 | 18,037 | 6.65% | 7.21% | 9 | +421 | 0.27% | Q2 2026 | Jul 22, 2026 |
| Focus Partners Wealth | History | Reduced | 144,531 | 16,431 | 0.02% | 0.02% | 10 | -3,487 | -2.36% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 123,250 | 14,011 | 0.0% | 0.0% | 11 | +5,989 | 5.11% | Q2 2026 | Aug 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 114,895 | 13,061 | 0.0% | 0.0% | 12 | +71,485 | 164.67% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 108,599 | 12,332 | 0.0% | 0.0% | 13 | +4,867 | 4.69% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 107,831 | 12,258 | 0.0% | 0.0% | 14 | -2,189 | -1.99% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 97,102 | 11,040 | 0.01% | 0.01% | 15 | +13,508 | 16.16% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 90,675 | 10,308 | 0.0% | 0.0% | 16 | +550 | 0.61% | Q2 2026 | Aug 13, 2026 |
| Stonebridge Wealth Management, LLC | History | Added to | 85,714 | 9,744 | 8.72% | 8.95% | 17 | +197 | 0.23% | Q2 2026 | Jul 16, 2026 |
| NewEdge Advisors, LLC | History | Added to | 80,276 | 9,126 | 0.03% | 0.03% | 18 | +1,734 | 2.21% | Q2 2026 | Aug 12, 2026 |
| Evanson Financial, LLC | History | New | 76,243 | 8,667 | 0.42% | — | 19 | +76,243 | New | Q2 2026 | Jul 07, 2026 |
| Evanson Asset Management, LLC | History | No change | 76,466 | 8,351 | 0.45% | 0.45% | 20 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Mariner, LLC | History | Reduced | 72,592 | 8,252 | 0.01% | 0.01% | 21 | -11,515 | -13.69% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 69,704 | 7,924 | 0.0% | 0.0% | 22 | +2,879 | 4.31% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 66,622 | 7,573 | 0.08% | 0.08% | 23 | +2,557 | 3.99% | Q2 2026 | Aug 11, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 65,441 | 7,439 | 2.43% | 2.48% | 24 | +2,660 | 4.24% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 64,790 | 7,412 | 0.0% | 0.0% | 25 | +2,273 | 3.64% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 64,319 | 7,312 | 0.11% | — | 26 | +64,319 | New | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 62,669 | 7,124 | 0.03% | 0.02% | 27 | +14,288 | 29.53% | Q2 2026 | Jul 27, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 56,008 | 6,367 | 0.35% | 0.37% | 28 | -1,227 | -2.14% | Q2 2026 | Aug 12, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 55,000 | 6,252 | 1.04% | 1.2% | 29 | +223 | 0.41% | Q2 2026 | Jul 21, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 44,787 | 5,091 | 2.69% | 2.82% | 30 | +458 | 1.03% | Q2 2026 | Jul 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 41,267 | 4,691 | 0.01% | 0.0% | 31 | +21,855 | 112.58% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 40,422 | 4,595 | 0.01% | 0.01% | 32 | +2,112 | 5.51% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 39,769 | 4,521 | 0.01% | 0.01% | 33 | +1,940 | 5.13% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 38,924 | 4,455 | 0.0% | 0.0% | 34 | +1,838 | 4.96% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 39,103 | 4,445 | 0.01% | 0.01% | 35 | -293 | -0.74% | Q2 2026 | Aug 13, 2026 |
| Catalyst Investment Management LLC | History | Added to | 35,494 | 4,035 | 3.66% | 3.22% | 36 | +9,252 | 35.26% | Q2 2026 | Aug 10, 2026 |
| Mutual Advisors, LLC | History | Reduced | 34,000 | 3,865 | 0.07% | 0.08% | 37 | -43 | -0.13% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 33,438 | 3,801 | 0.0% | 0.0% | 38 | +13,220 | 65.39% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 33,409 | 3,798 | 0.02% | 0.02% | 39 | +9,877 | 41.97% | Q2 2026 | Jul 24, 2026 |
| JT Stratford LLC | History | Added to | 33,223 | 3,777 | 0.41% | 0.44% | 40 | +1,294 | 4.05% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 30,416 | 3,457 | 0.1% | 0.11% | 41 | -993 | -3.16% | Q2 2026 | Jul 24, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Reduced | 28,687 | 3,261 | 0.27% | 0.3% | 42 | -385 | -1.32% | Q2 2026 | Jul 09, 2026 |
| Apella Capital, LLC | History | Reduced | 26,102 | 3,018 | 0.04% | 0.04% | 43 | -107 | -0.41% | Q2 2026 | Jul 08, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 25,922 | 2,946 | 1.06% | 1.13% | 44 | -31 | -0.12% | Q2 2026 | Jul 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 24,933 | 2,834 | 0.0% | 0.0% | 45 | +918 | 3.82% | Q2 2026 | Aug 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 21,895 | 2,489 | 0.01% | 0.01% | 46 | +100 | 0.46% | Q2 2026 | Aug 11, 2026 |
| CENTRAL TRUST Co | History | Added to | 21,299 | 2,421 | 0.04% | 0.04% | 47 | +600 | 2.9% | Q2 2026 | Jul 31, 2026 |
| COMMERCE BANK | History | Reduced | 20,950 | 2,381 | 0.01% | 0.01% | 48 | -515 | -2.4% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 20,749 | 2,359 | 0.0% | 0.01% | 49 | +513 | 2.54% | Q2 2026 | Aug 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 20,519 | 2,332 | 0.02% | 0.02% | 50 | -994 | -4.62% | Q2 2026 | Aug 14, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 20,285 | 2,306 | 0.06% | 0.06% | 51 | -425 | -2.05% | Q2 2026 | Jul 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 17,220 | 1,957 | 0.01% | 0.01% | 52 | +1,418 | 8.97% | Q2 2026 | Jul 20, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 17,175 | 1,952 | 0.06% | 0.05% | 53 | +2,504 | 17.07% | Q2 2026 | Jul 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 16,446 | 1,869 | 0.0% | 0.0% | 54 | +12,318 | 298.4% | Q2 2026 | Aug 14, 2026 |
| Virtus Family Office LLC | History | Added to | 16,296 | 1,852 | 1.46% | 1.42% | 55 | +1,032 | 6.76% | Q2 2026 | Aug 03, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 16,249 | 1,847 | 0.35% | 0.38% | 56 | -255 | -1.55% | Q2 2026 | Sep 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 16,128 | 1,833 | 0.03% | 0.06% | 57 | +59 | 0.37% | Q2 2026 | Jul 21, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 15,487 | 1,760 | 0.81% | 0.87% | 58 | -168 | -1.07% | Q2 2026 | Jul 24, 2026 |
| FMR LLC | History | Added to | 15,263 | 1,735 | 0.0% | 0.0% | 59 | +7,753 | 103.24% | Q2 2026 | Aug 13, 2026 |
| Community Bank, N.A. | History | Added to | 15,210 | 1,729 | 0.19% | 0.19% | 60 | +742 | 5.13% | Q2 2026 | Aug 13, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | Added to | 14,996 | 1,704 | 0.88% | 0.81% | 61 | +2,323 | 18.33% | Q2 2026 | Jul 23, 2026 |
| World Investment Advisors | History | Reduced | 15,304 | 1,672 | 0.03% | 0.03% | 62 | -14 | -0.09% | Q2 2026 | Aug 13, 2026 |
| Keebeck Wealth Management | History | No change | 14,602 | 1,660 | 0.16% | 0.18% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Reduced | 14,105 | 1,603 | 0.43% | 0.46% | 64 | -178 | -1.25% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 13,757 | 1,563 | 0.01% | 0.01% | 65 | -33 | -0.24% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 13,435 | 1,527 | 0.0% | 0.0% | 66 | +1,244 | 10.2% | Q2 2026 | Aug 07, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 13,052 | 1,483 | 0.71% | 0.74% | 67 | -316 | -2.36% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 12,571 | 1,429 | 0.0% | 0.0% | 68 | -27 | -0.21% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | Added to | 12,748 | 1,427 | 0.0% | 0.0% | 69 | +6,863 | 116.62% | Q2 2026 | Aug 10, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 12,549 | 1,426 | 0.05% | 0.09% | 70 | +229 | 1.86% | Q2 2026 | Jul 24, 2026 |
| Americana Partners, LLC | History | No change | 12,150 | 1,381 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 11,557 | 1,313 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 11,466 | 1,303 | 0.01% | 0.01% | 73 | -296 | -2.52% | Q2 2026 | Jul 20, 2026 |
| NORTHERN TRUST CORP | History | No change | 11,345 | 1,289 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 10,509 | 1,194 | 0.45% | 0.48% | 75 | -256 | -2.38% | Q2 2026 | Jul 09, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 10,409 | 1,183 | 0.0% | 0.0% | 76 | -541 | -4.94% | Q2 2026 | Aug 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 10,242 | 1,164 | 0.11% | 0.12% | 77 | +46 | 0.45% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 9,245 | 1,051 | 0.01% | 0.01% | 78 | +7 | 0.08% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,200 | 1,045 | 0.0% | 0.0% | 79 | +2,975 | 47.79% | Q2 2026 | Aug 19, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 9,180 | 1,043 | 0.02% | 0.03% | 80 | -359 | -3.76% | Q2 2026 | Jul 22, 2026 |
| Fortune Financial Group, Inc. | History | New | 8,908 | 1,012 | 0.79% | — | 81 | +8,908 | New | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | Reduced | 8,871 | 1,008 | 0.01% | 0.01% | 82 | -77 | -0.86% | Q2 2026 | Aug 12, 2026 |
| SFG Wealth Management, LLC. | History | New | 8,226 | 935 | 0.34% | — | 83 | +8,226 | New | Q2 2026 | Jul 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 8,203 | 932 | 0.0% | 0.0% | 84 | -342 | -4.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,189 | 930 | 0.01% | 0.01% | 85 | +7 | 0.09% | Q2 2026 | Jul 17, 2026 |
| TFC Financial Management, Inc. | History | Added to | 7,986 | 907 | 0.1% | 0.11% | 86 | +39 | 0.49% | Q2 2026 | Jul 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 7,859 | 893 | 0.0% | 0.0% | 87 | +5,573 | 243.79% | Q2 2026 | Aug 18, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 7,804 | 887 | 0.28% | 0.31% | 88 | -134 | -1.69% | Q2 2026 | Jul 14, 2026 |
| Corient Private Wealth LP | History | Reduced | 7,620 | 866 | 0.0% | 0.0% | 89 | -162 | -2.08% | Q2 2026 | Aug 27, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 7,501 | 853 | 0.09% | 0.09% | 90 | -126 | -1.65% | Q2 2026 | Jul 16, 2026 |
| Oxinas Partners, LLC | History | Reduced | 7,340 | 834 | 0.33% | 0.4% | 91 | -700 | -8.71% | Q2 2026 | Jul 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 7,261 | 825 | 0.0% | 0.0% | 92 | -639 | -8.09% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | Added to | 6,995 | 795 | 0.0% | 0.0% | 93 | +15 | 0.21% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,957 | 790 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 6,828 | 776 | 0.01% | 0.0% | 95 | +5,824 | 580.08% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | New | 6,810 | 774 | 0.0% | — | 96 | +6,810 | New | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | No change | 6,764 | 768 | 0.08% | 0.11% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,205 | 705 | 0.0% | 0.0% | 98 | +66 | 1.08% | Q2 2026 | Aug 14, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 5,919 | 672 | 0.05% | 0.06% | 99 | -398 | -6.3% | Q2 2026 | Aug 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 5,624 | 614 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MSH Capital Advisors LLC | History | Added to | 5,306 | 603 | 0.1% | 0.12% | 101 | +274 | 5.45% | Q2 2026 | Aug 10, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 5,298 | 602 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 5,252 | 597 | 0.04% | 0.04% | 103 | -11 | -0.21% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 5,222 | 593 | 0.0% | 0.0% | 104 | +3,222 | 161.1% | Q2 2026 | Aug 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 5,211 | 592 | 0.02% | 0.02% | 105 | +265 | 5.36% | Q2 2026 | Jul 22, 2026 |
| Vivaldi Capital Management LP | History | No change | 5,383 | 587 | 0.08% | 0.08% | 106 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Passive Capital Management, LLC. | History | No change | 5,762 | 586 | 0.18% | 0.19% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avestar Capital, LLC | History | No change | 4,958 | 563 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 4,891 | 556 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 4,753 | 540 | 0.2% | 0.17% | 110 | +1,031 | 27.7% | Q2 2026 | Aug 05, 2026 |
| AlphaCore Capital LLC | History | New | 4,742 | 539 | 0.01% | — | 112 | +4,742 | New | Q2 2026 | Aug 06, 2026 |
| Elk River Wealth Management LLC | History | No change | 4,742 | 539 | 0.09% | 0.09% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nelson Capital Management, LLC | History | No change | 4,700 | 534 | 0.06% | 0.06% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Harfst & Associates, Inc. | History | Reduced | 4,676 | 531 | 0.08% | 0.1% | 114 | -360 | -7.15% | Q2 2026 | Jul 31, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 4,496 | 511 | 0.01% | 0.01% | 116 | -88 | -1.92% | Q2 2026 | Jul 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,501 | 511 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EFG International AG | History | No change | 4,449 | 505 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 4,347 | 494 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | New | 4,302 | 489 | 0.02% | — | 119 | +4,302 | New | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 4,195 | 476 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 4,072 | 462 | 0.0% | 0.0% | 121 | -74 | -1.78% | Q2 2026 | Sep 08, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 4,001 | 454 | 0.15% | 0.17% | 122 | +37 | 0.93% | Q2 2026 | Jul 22, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 3,906 | 444 | 0.09% | 0.1% | 123 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 3,902 | 443 | 0.26% | 0.31% | 125 | +67 | 1.75% | Q2 2026 | Jul 21, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 3,897 | 443 | 0.05% | 0.06% | 124 | +63 | 1.64% | Q2 2026 | Jul 23, 2026 |
| GSG Advisors LLC | History | Reduced | 3,873 | 440 | 0.1% | 0.13% | 126 | -571 | -12.85% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 3,845 | 437 | 0.0% | 0.0% | 127 | +471 | 13.96% | Q2 2026 | Jul 27, 2026 |
| Western Wealth Management, LLC | History | Reduced | 3,831 | 435 | 0.01% | 0.02% | 128 | -40 | -1.03% | Q2 2026 | Aug 14, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 3,793 | 431 | 0.19% | 0.19% | 129 | +377 | 11.04% | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | Added to | 3,651 | 415 | 0.0% | 0.0% | 130 | +132 | 3.75% | Q2 2026 | Aug 07, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 3,602 | 409 | 0.11% | 0.12% | 131 | +30 | 0.84% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,479 | 395 | 0.0% | 0.0% | 132 | -463 | -11.75% | Q2 2026 | Aug 13, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 3,465 | 393 | 0.1% | 0.11% | 133 | -18 | -0.52% | Q2 2026 | Jul 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,455 | 392 | 0.0% | 0.0% | 134 | +19 | 0.55% | Q2 2026 | Jul 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,369 | 386 | 0.0% | 0.0% | 135 | -173 | -4.88% | Q2 2026 | Jul 15, 2026 |
| Tranquility Partners, LLC | History | No change | 3,357 | 381 | 0.13% | 0.14% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 3,341 | 379 | 0.12% | 0.13% | 137 | +30 | 0.91% | Q2 2026 | Aug 05, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 3,340 | 379 | 0.05% | 0.06% | 138 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,251 | 370 | 0.0% | 0.0% | 139 | -509 | -13.54% | Q2 2026 | Jul 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,141 | 356 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 3,023 | 343 | 0.0% | 0.0% | 141 | +18 | 0.6% | Q2 2026 | Jul 28, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | No change | 3,000 | 341 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clear Trail Advisors, LLC | History | No change | 3,000 | 341 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 2,988 | 339 | 0.02% | 0.02% | 144 | +100 | 3.46% | Q2 2026 | Jul 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,989 | 339 | 0.0% | 0.0% | 145 | +33 | 1.12% | Q2 2026 | Aug 17, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 2,875 | 326 | 0.1% | 0.11% | 146 | +16 | 0.56% | Q2 2026 | Aug 03, 2026 |
| Summit Financial, LLC | History | Reduced | 2,859 | 325 | 0.0% | 0.01% | 147 | -893 | -23.8% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,843 | 323 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Friday Financial | History | No change | 2,754 | 318 | 0.09% | 0.1% | 149 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 2,784 | 316 | 0.0% | — | 150 | +2,784 | New | Q2 2026 | Aug 14, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 2,763 | 314 | 0.15% | 0.18% | 151 | -480 | -14.8% | Q2 2026 | Aug 03, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 2,862 | 313 | 0.19% | 0.2% | 152 | +107 | 3.88% | Q2 2026 | Jul 31, 2026 |
| MOR Wealth Management, LLC | History | No change | 2,724 | 309 | 0.12% | 0.14% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wick Capital Partners, LLC | History | No change | 2,691 | 305 | 0.05% | 0.05% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 2,671 | 303 | 0.02% | 0.02% | 155 | +175 | 7.01% | Q2 2026 | Aug 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 2,655 | 301 | 0.0% | 0.0% | 156 | +540 | 25.53% | Q2 2026 | Jul 28, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,649 | 301 | 0.0% | 0.0% | 157 | -253 | -8.72% | Q2 2026 | Jul 21, 2026 |
| Cooper Financial Group | History | Added to | 2,635 | 299 | 0.02% | 0.03% | 158 | +39 | 1.5% | Q2 2026 | Jul 08, 2026 |
| Richardson Capital Management LLC | History | No change | 2,543 | 289 | 0.12% | 0.13% | 159 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 2,527 | 287 | 0.0% | 0.0% | 160 | +23 | 0.92% | Q2 2026 | Aug 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 2,509 | 285 | 0.0% | 0.0% | 161 | +4 | 0.16% | Q2 2026 | Jul 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 2,500 | 284 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CHOREO, LLC | History | No change | 2,505 | 284 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Revisor Wealth Management LLC | History | No change | 2,495 | 283 | 0.07% | 0.08% | 164 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 2,362 | 268 | 0.02% | 0.02% | 165 | +10 | 0.43% | Q2 2026 | Aug 14, 2026 |
| Powers Advisory Group, LLC | History | Added to | 2,352 | 267 | 0.08% | 0.09% | 166 | +6 | 0.26% | Q2 2026 | Jul 31, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 2,306 | 262 | 0.01% | 0.01% | 167 | -580 | -20.1% | Q2 2026 | Jul 15, 2026 |
| J. L. Bainbridge & Co., Inc. | History | No change | 2,306 | 262 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 2,275 | 258 | 0.0% | 0.0% | 170 | +1 | 0.04% | Q2 2026 | Jul 22, 2026 |
| US BANCORP \DE\ | History | No change | 2,275 | 258 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 2,240 | 254 | 0.02% | 0.03% | 171 | -270 | -10.76% | Q2 2026 | Jul 20, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 2,182 | 248 | 0.0% | 0.0% | 172 | -1,195 | -35.39% | Q2 2026 | Aug 03, 2026 |
| Retireful, LLC | History | New | 2,117 | 240 | 0.22% | — | 173 | +2,117 | New | Q2 2026 | Jul 22, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 2,089 | 237 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 2,017 | 229 | 0.01% | 0.02% | 175 | -1,803 | -47.2% | Q2 2026 | Aug 04, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 2,000 | 227 | 0.1% | 0.12% | 176 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fort Point Capital Partners LLC | History | New | 2,036 | 226 | 0.02% | — | 177 | +2,036 | New | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 1,988 | 226 | 0.0% | — | 178 | +1,988 | New | Q2 2026 | Aug 10, 2026 |
| MidFirst Bank | History | No change | 1,955 | 222 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PMG Wealth Management, Inc. | History | No change | 1,950 | 221 | 0.14% | 0.15% | 180 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,936 | 220 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CV Advisors LLC | History | No change | 1,900 | 216 | 0.04% | 0.06% | 182 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 1,895 | 215 | 0.0% | 0.0% | 183 | +18 | 0.96% | Q2 2026 | Jul 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 1,887 | 214 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 1,870 | 213 | 0.01% | 0.01% | 185 | +4 | 0.21% | Q2 2026 | Jul 14, 2026 |
| Gemmer Asset Management LLC | History | No change | 1,875 | 213 | 0.01% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Avant Capital LLC | History | Reduced | 1,859 | 211 | 0.13% | 0.14% | 187 | -34 | -1.8% | Q2 2026 | Aug 12, 2026 |
| Horizon Investments, LLC | History | Reduced | 1,817 | 206 | 0.0% | 0.0% | 188 | -1,817 | -50.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | New | 1,802 | 204 | 0.0% | — | 189 | +1,802 | New | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | New | 1,778 | 202 | 0.0% | — | 190 | +1,778 | New | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,608 | 182 | 0.01% | 0.01% | 191 | -417 | -20.59% | Q2 2026 | Jul 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,418 | 161 | 0.0% | 0.0% | 192 | +1 | 0.07% | Q2 2026 | Aug 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,368 | 155 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,356 | 154 | 0.0% | 0.0% | 194 | +1 | 0.07% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,255 | 142 | 0.0% | 0.0% | 195 | +65 | 5.46% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 1,238 | 140 | 0.01% | 0.03% | 196 | -2,032 | -62.14% | Q2 2026 | Jul 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,159 | 131 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,102 | 125 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,091 | 124 | 0.0% | 0.0% | 199 | -6 | -0.55% | Q2 2026 | Aug 12, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 1,081 | 122 | 0.09% | 0.09% | 200 | +6 | 0.56% | Q2 2026 | Aug 11, 2026 |
| Independence Bank of Kentucky | History | No change | 1,000 | 113 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IFP Advisors, Inc | History | No change | 977 | 111 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 972 | 110 | 0.1% | 0.11% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Citizens National Bank Trust Department | History | No change | 939 | 106 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parvin Asset Management, LLC | History | No change | 938 | 106 | 0.08% | 0.07% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kentucky Trust Co | History | New | 914 | 103 | 0.05% | — | 207 | +914 | New | Q2 2026 | Jul 10, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 912 | 103 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Torren Management, LLC | History | Added to | 866 | 98 | 0.05% | 0.05% | 208 | +8 | 0.93% | Q2 2026 | Jul 10, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 827 | 94 | 0.0% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | New | 707 | 80 | 0.0% | — | 210 | +707 | New | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 700 | 79 | 0.01% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 525 | 59 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 514 | 58 | 0.01% | 0.01% | 214 | +4 | 0.78% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 514 | 58 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | New | 503 | 57 | 0.07% | — | 215 | +503 | New | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 500 | 56 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crews Bank & Trust | History | No change | 469 | 53 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Colonial Trust Co / SC | History | No change | 446 | 50 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 416 | 47 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 408 | 46 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Founders Financial Alliance, LLC | History | New | 395 | 44 | 0.01% | — | 222 | +395 | New | Q2 2026 | Aug 04, 2026 |
| Larson Financial Group LLC | History | Added to | 394 | 44 | 0.0% | 0.0% | 221 | +2 | 0.51% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | New | 379 | 43 | 0.0% | — | 224 | +379 | New | Q2 2026 | Jul 02, 2026 |
| PRIVATE TRUST CO NA | History | No change | 384 | 43 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | Added to | 369 | 41 | 0.0% | 0.0% | 225 | +107 | 40.84% | Q2 2026 | Jul 30, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 349 | 39 | 0.0% | 0.0% | 226 | -34 | -8.88% | Q2 2026 | Jul 23, 2026 |
| Ancora Advisors LLC | History | Reduced | 325 | 36 | 0.0% | 0.0% | 227 | -515 | -61.31% | Q2 2026 | Aug 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 309 | 35 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 300 | 34 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 295 | 33 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GAMMA Investing LLC | History | No change | 287 | 32 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 270 | 30 | 0.0% | — | 232 | +270 | New | Q2 2026 | Aug 10, 2026 |
| PARK NATIONAL CORP /OH/ | History | No change | 259 | 29 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Orion Capital Management LLC | History | No change | 244 | 27 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 233 | 26 | 0.01% | 0.02% | 235 | +2 | 0.87% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 216 | 24 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 194 | 22 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Synergy Investment Management, LLC | History | No change | 182 | 20 | 0.0% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 174 | 19 | 0.0% | — | 239 | +174 | New | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 161 | 18 | 0.0% | 0.0% | 240 | +28 | 21.05% | Q2 2026 | Aug 12, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 167 | 18 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 165 | 18 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Caldwell Trust Co | History | No change | 150 | 17 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 145 | 16 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hanson & Doremus Investment Management | History | No change | 135 | 15 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Key FInancial Inc | History | Reduced | 124 | 14 | 0.0% | 0.01% | 246 | -470 | -79.12% | Q2 2026 | Jul 24, 2026 |
| Rialto Wealth Management, LLC | History | No change | 125 | 14 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 100 | 10 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 83 | 9 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| REAP Financial Group, LLC | History | No change | 68 | 7 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 43 | 4 | 0.0% | 0.0% | 251 | -2 | -4.44% | Q2 2026 | Aug 14, 2026 |
| Catherine Avery Investment Management LLC | History | New | 32 | 3 | 0.0% | — | 253 | +32 | New | Q2 2026 | Jul 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 34 | 3 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGNATUREFD, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Dedication, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 3.8% | — | -75,972 | -100.0% | Q2 2026 | Aug 04, 2026 |
| ArchPoint Investors | History | Closed out | 0 | 0 | — | 0.27% | — | -10,400 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.96% | — | -10,197 | -100.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -7,520 | -100.0% | Q2 2026 | Jul 15, 2026 |
| WELLINGTON-ALTUS USA INC. | History | Closed out | 0 | 0 | — | 0.42% | — | -6,300 | -100.0% | Q2 2026 | Sep 17, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -4,941 | -100.0% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,359 | -100.0% | Q2 2026 | Aug 04, 2026 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -615 | -100.0% | Q2 2026 | Aug 10, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Jul 01, 2026 |
| Opal Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -456 | -100.0% | Q2 2026 | Jul 20, 2026 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -395 | -100.0% | Q2 2026 | Jul 15, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -282 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |