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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 501,674 | 57,032 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 474,272 | 53,917 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 462,536 | 52,583 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 424,978 | 48,313 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 396,419 | 45,066 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Linscomb Wealth, Inc. | History | No change | 289,052 | 32,860 | 1.42% | 1.42% | 6 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 252,069 | 28,224 | 0.08% | 0.09% | 7 | +16,801 | 7.14% | Q3 2026 | Nov 02, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 159,183 | 17,823 | 6.53% | 6.65% | 8 | +517 | 0.33% | Q3 2026 | Oct 15, 2026 |
| Focus Partners Wealth | History | No change | 144,531 | 16,431 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 123,250 | 14,011 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 114,895 | 13,061 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 108,599 | 12,332 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 107,831 | 12,258 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 97,102 | 11,040 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 90,675 | 10,308 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stonebridge Wealth Management, LLC | History | Added to | 85,976 | 9,626 | 8.56% | 8.72% | 16 | +262 | 0.31% | Q3 2026 | Oct 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 80,276 | 9,126 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 72,592 | 8,252 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 69,704 | 7,924 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 66,622 | 7,573 | 0.08% | 0.08% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 65,441 | 7,439 | 2.43% | 2.43% | 21 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 64,790 | 7,412 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 64,319 | 7,312 | 0.11% | 0.11% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | No change | 62,669 | 7,124 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 57,364 | 6,423 | 0.99% | 1.04% | 25 | +2,364 | 4.3% | Q3 2026 | Oct 21, 2026 |
| Wealthspire Retirement, LLC | History | No change | 56,008 | 6,367 | 0.35% | 0.35% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Evanson Financial, LLC | History | Reduced | 56,374 | 6,312 | 0.31% | 0.42% | 27 | -19,869 | -26.06% | Q3 2026 | Oct 23, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 44,944 | 5,032 | 2.68% | 2.69% | 28 | +157 | 0.35% | Q3 2026 | Oct 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 41,638 | 4,662 | 0.01% | 0.01% | 29 | +371 | 0.9% | Q3 2026 | Oct 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 40,794 | 4,567 | 0.01% | 0.01% | 30 | +1,025 | 2.58% | Q3 2026 | Nov 02, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 39,895 | 4,467 | 0.02% | 0.02% | 31 | +6,486 | 19.41% | Q3 2026 | Oct 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 38,924 | 4,455 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 39,103 | 4,445 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Catalyst Investment Management LLC | History | Added to | 37,077 | 4,151 | 3.68% | 3.66% | 34 | +1,583 | 4.46% | Q3 2026 | Oct 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 36,120 | 4,044 | 0.01% | 0.01% | 35 | -4,302 | -10.64% | Q3 2026 | Nov 02, 2026 |
| Creative Planning | History | Added to | 34,602 | 3,874 | 0.0% | 0.0% | 36 | +1,164 | 3.48% | Q3 2026 | Nov 02, 2026 |
| Mutual Advisors, LLC | History | No change | 34,000 | 3,865 | 0.07% | 0.07% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JT Stratford LLC | History | No change | 33,223 | 3,777 | 0.41% | 0.41% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 30,414 | 3,405 | 0.09% | 0.1% | 39 | -2 | -0.01% | Q3 2026 | Oct 08, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Reduced | 28,497 | 3,190 | 0.27% | 0.27% | 40 | -190 | -0.66% | Q3 2026 | Oct 20, 2026 |
| Apella Capital, LLC | History | Reduced | 25,972 | 2,918 | 0.04% | 0.04% | 41 | -130 | -0.5% | Q3 2026 | Oct 08, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 25,862 | 2,895 | 1.04% | 1.06% | 42 | -60 | -0.23% | Q3 2026 | Oct 19, 2026 |
| HighTower Advisors, LLC | History | No change | 24,933 | 2,834 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 21,895 | 2,489 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTRAL TRUST Co | History | No change | 21,299 | 2,421 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMMERCE BANK | History | No change | 20,950 | 2,381 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 20,749 | 2,359 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 20,519 | 2,332 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 20,450 | 2,289 | 2.04% | 0.79% | 49 | +11,542 | 129.57% | Q3 2026 | Oct 22, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 20,240 | 2,266 | 0.06% | 0.06% | 50 | +3,065 | 17.85% | Q3 2026 | Oct 13, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 20,145 | 2,255 | 0.06% | 0.06% | 51 | -140 | -0.69% | Q3 2026 | Nov 03, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 17,220 | 1,957 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 16,446 | 1,869 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtus Family Office LLC | History | Added to | 16,667 | 1,866 | 1.43% | 1.46% | 54 | +371 | 2.28% | Q3 2026 | Oct 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 16,128 | 1,833 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 15,487 | 1,760 | 0.81% | 0.81% | 56 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | Added to | 15,664 | 1,753 | 0.9% | 0.88% | 57 | +668 | 4.45% | Q3 2026 | Oct 08, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 15,651 | 1,752 | 0.33% | 0.35% | 58 | -598 | -3.68% | Q3 2026 | Oct 15, 2026 |
| FMR LLC | History | No change | 15,263 | 1,735 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Community Bank, N.A. | History | No change | 15,210 | 1,729 | 0.19% | 0.19% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 15,304 | 1,672 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keebeck Wealth Management | History | No change | 14,602 | 1,660 | 0.16% | 0.16% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 14,800 | 1,657 | 0.09% | 0.05% | 63 | +2,251 | 17.94% | Q3 2026 | Nov 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 13,757 | 1,563 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Reduced | 13,676 | 1,531 | 0.35% | 0.43% | 65 | -429 | -3.04% | Q3 2026 | Oct 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 13,435 | 1,527 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Axis Wealth Partners, LLC | History | No change | 13,052 | 1,483 | 0.71% | 0.71% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 12,571 | 1,429 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 12,748 | 1,427 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Americana Partners, LLC | History | No change | 12,150 | 1,360 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Merit Financial Group, LLC | History | No change | 11,466 | 1,303 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 11,557 | 1,294 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| NORTHERN TRUST CORP | History | No change | 11,345 | 1,289 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 10,409 | 1,183 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Melone Private Wealth, LLC | History | Added to | 10,526 | 1,178 | 0.46% | 0.45% | 75 | +17 | 0.16% | Q3 2026 | Oct 16, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 10,242 | 1,164 | 0.11% | 0.11% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | No change | 9,245 | 1,051 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 9,200 | 1,045 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 9,330 | 1,044 | 0.02% | 0.02% | 79 | +150 | 1.63% | Q3 2026 | Oct 21, 2026 |
| Advisory Services Network, LLC | History | No change | 8,871 | 1,008 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 8,203 | 932 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 7,859 | 893 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 7,830 | 876 | 0.1% | 0.1% | 83 | -156 | -1.95% | Q3 2026 | Oct 26, 2026 |
| Corient Private Wealth LP | History | No change | 7,620 | 866 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 7,510 | 841 | 0.09% | 0.09% | 85 | +9 | 0.12% | Q3 2026 | Oct 27, 2026 |
| Oxinas Partners, LLC | History | No change | 7,340 | 834 | 0.33% | 0.33% | 86 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,261 | 825 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,264 | 813 | 0.01% | 0.01% | 88 | -925 | -11.3% | Q3 2026 | Oct 08, 2026 |
| Cerity Partners LLC | History | No change | 6,995 | 795 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,957 | 790 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 7,038 | 788 | 0.24% | 0.28% | 91 | -766 | -9.82% | Q3 2026 | Oct 16, 2026 |
| Arax Advisory Partners | History | No change | 6,828 | 776 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 6,810 | 774 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | No change | 6,764 | 768 | 0.08% | 0.08% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,205 | 705 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 5,919 | 672 | 0.05% | 0.05% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MSH Capital Advisors LLC | History | Added to | 5,425 | 607 | 0.09% | 0.1% | 97 | +119 | 2.24% | Q3 2026 | Nov 02, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 5,298 | 602 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,252 | 597 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 5,222 | 593 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Passive Capital Management, LLC. | History | No change | 5,762 | 586 | 0.18% | 0.18% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 5,227 | 585 | 0.01% | 0.01% | 102 | +880 | 20.24% | Q3 2026 | Oct 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 5,219 | 584 | 0.02% | 0.02% | 103 | +8 | 0.15% | Q3 2026 | Oct 26, 2026 |
| Avestar Capital, LLC | History | Added to | 5,002 | 560 | 0.04% | 0.03% | 104 | +44 | 0.89% | Q3 2026 | Oct 28, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 4,891 | 547 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 4,753 | 540 | 0.2% | 0.2% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AlphaCore Capital LLC | History | No change | 4,742 | 539 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Elk River Wealth Management LLC | History | No change | 4,742 | 539 | 0.09% | 0.09% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nelson Capital Management, LLC | History | No change | 4,700 | 534 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Harfst & Associates, Inc. | History | No change | 4,676 | 523 | 0.08% | 0.08% | 110 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,501 | 511 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EFG International AG | History | No change | 4,449 | 505 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 4,494 | 503 | 0.01% | 0.01% | 113 | -2 | -0.04% | Q3 2026 | Oct 13, 2026 |
| IFG Advisory, LLC | History | No change | 4,302 | 489 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 4,195 | 476 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 4,240 | 474 | 0.27% | 0.26% | 116 | +338 | 8.66% | Q3 2026 | Oct 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,072 | 462 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 4,033 | 451 | 0.15% | 0.15% | 118 | +32 | 0.8% | Q3 2026 | Oct 13, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 3,906 | 437 | 0.08% | 0.09% | 119 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| GSG Advisors LLC | History | Added to | 3,898 | 436 | 0.09% | 0.1% | 120 | +25 | 0.65% | Q3 2026 | Nov 03, 2026 |
| Western Wealth Management, LLC | History | No change | 3,831 | 435 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 3,793 | 431 | 0.19% | 0.19% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 3,845 | 430 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Vise Technologies, Inc. | History | Added to | 3,773 | 422 | 0.0% | 0.0% | 124 | +1,785 | 89.79% | Q3 2026 | Oct 28, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 3,714 | 415 | 0.05% | 0.05% | 125 | -183 | -4.7% | Q3 2026 | Oct 09, 2026 |
| BlackRock, Inc. | History | No change | 3,651 | 415 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tilson Financial Group, Inc. | History | No change | 3,602 | 409 | 0.11% | 0.11% | 127 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,479 | 395 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,469 | 394 | 0.0% | 0.0% | 129 | +100 | 2.97% | Q3 2026 | Oct 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,455 | 392 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 3,340 | 379 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 3,368 | 377 | 0.12% | 0.12% | 132 | +27 | 0.81% | Q3 2026 | Oct 29, 2026 |
| Tranquility Partners, LLC | History | No change | 3,357 | 375 | 0.13% | 0.13% | 133 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,141 | 356 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,165 | 354 | 0.0% | 0.0% | 135 | -86 | -2.65% | Q3 2026 | Oct 26, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | No change | 3,000 | 341 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 2,988 | 339 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Equitable Holdings, Inc. | History | No change | 2,989 | 339 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | New | 2,993 | 335 | 0.04% | — | 140 | +2,993 | New | Q3 2026 | Oct 16, 2026 |
| Clear Trail Advisors, LLC | History | No change | 3,000 | 335 | 0.05% | 0.05% | 139 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Ranch Capital Advisors Inc. | History | No change | 2,875 | 326 | 0.1% | 0.1% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Summit Financial, LLC | History | No change | 2,859 | 325 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,843 | 323 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,784 | 316 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | No change | 2,862 | 313 | 0.19% | 0.19% | 145 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atria Investments, Inc | History | Reduced | 2,792 | 312 | 0.0% | 0.0% | 146 | -231 | -7.64% | Q3 2026 | Oct 15, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | No change | 2,763 | 309 | 0.15% | 0.15% | 147 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MOR Wealth Management, LLC | History | No change | 2,724 | 309 | 0.12% | 0.12% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Friday Financial | History | No change | 2,754 | 308 | 0.06% | 0.09% | 149 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Wick Capital Partners, LLC | History | No change | 2,691 | 305 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 2,655 | 297 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Cooper Financial Group | History | Reduced | 2,630 | 294 | 0.02% | 0.02% | 152 | -5 | -0.19% | Q3 2026 | Oct 07, 2026 |
| Revisor Wealth Management LLC | History | No change | 2,495 | 289 | 0.07% | 0.07% | 153 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| IEQ CAPITAL, LLC | History | No change | 2,527 | 287 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STEPHENS INC /AR/ | History | No change | 2,500 | 284 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Richardson Capital Management LLC | History | No change | 2,543 | 284 | 0.12% | 0.12% | 156 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| CHOREO, LLC | History | No change | 2,505 | 280 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 2,362 | 268 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 2,374 | 265 | 0.01% | 0.01% | 159 | +504 | 26.95% | Q3 2026 | Oct 13, 2026 |
| Powers Advisory Group, LLC | History | Added to | 2,354 | 263 | 0.08% | 0.08% | 160 | +2 | 0.09% | Q3 2026 | Oct 14, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 2,333 | 261 | 0.01% | 0.02% | 161 | -338 | -12.65% | Q3 2026 | Oct 13, 2026 |
| US BANCORP \DE\ | History | No change | 2,275 | 258 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 2,306 | 258 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| J. L. Bainbridge & Co., Inc. | History | No change | 2,306 | 258 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| WEBSTER BANK, N. A. | History | No change | 2,240 | 254 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 2,210 | 247 | 0.0% | 0.0% | 166 | -65 | -2.86% | Q3 2026 | Oct 23, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 2,096 | 234 | 0.0% | 0.0% | 167 | -86 | -3.94% | Q3 2026 | Oct 26, 2026 |
| Bank of the Bluegrass & Trust Co. | History | No change | 2,091 | 234 | 0.07% | 0.07% | 168 | 0 | 0.0% | Q2 2026 | Oct 28, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 2,084 | 233 | 0.01% | 0.01% | 169 | -5 | -0.24% | Q3 2026 | Oct 28, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 2,017 | 229 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fort Point Capital Partners LLC | History | No change | 2,036 | 226 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 2,000 | 224 | 0.11% | 0.1% | 172 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MidFirst Bank | History | No change | 1,955 | 222 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PMG Wealth Management, Inc. | History | No change | 1,950 | 221 | 0.14% | 0.14% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,936 | 220 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 1,887 | 214 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 1,910 | 213 | 0.0% | 0.0% | 177 | +15 | 0.79% | Q3 2026 | Oct 13, 2026 |
| CV Advisors LLC | History | No change | 1,900 | 212 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Avant Capital LLC | History | No change | 1,859 | 211 | 0.13% | 0.13% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| apricus wealth, LLC | History | New | 1,870 | 209 | 0.09% | — | 181 | +1,870 | New | Q3 2026 | Oct 26, 2026 |
| Gemmer Asset Management LLC | History | No change | 1,875 | 209 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Horizon Investments, LLC | History | No change | 1,817 | 206 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,802 | 204 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 1,778 | 202 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,602 | 179 | 0.01% | 0.01% | 185 | -6 | -0.37% | Q3 2026 | Oct 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,418 | 161 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,356 | 154 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,368 | 153 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,255 | 142 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 1,239 | 138 | 0.01% | 0.01% | 190 | +1 | 0.08% | Q3 2026 | Oct 26, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,159 | 131 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,091 | 124 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,102 | 123 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 1,081 | 122 | 0.09% | 0.09% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Independence Bank of Kentucky | History | No change | 1,000 | 111 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| IFP Advisors, Inc | History | No change | 977 | 109 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 972 | 108 | 0.09% | 0.1% | 197 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Citizens National Bank Trust Department | History | No change | 939 | 106 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parvin Asset Management, LLC | History | No change | 938 | 106 | 0.08% | 0.08% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 912 | 103 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kentucky Trust Co | History | No change | 914 | 102 | 0.05% | 0.05% | 201 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 901 | 100 | 0.0% | 0.0% | 202 | -1,748 | -65.99% | Q3 2026 | Oct 15, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 827 | 94 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 707 | 80 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 700 | 78 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 525 | 58 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 514 | 58 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 514 | 57 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | No change | 503 | 57 | 0.07% | 0.07% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 500 | 56 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crews Bank & Trust | History | No change | 469 | 53 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Colonial Trust Co / SC | History | No change | 446 | 50 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pathway Financial Advisers, LLC | History | New | 432 | 48 | 0.01% | — | 213 | +432 | New | Q3 2026 | Oct 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 416 | 47 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 408 | 46 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 394 | 44 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 395 | 44 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 384 | 42 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Versant Capital Management, Inc | History | No change | 379 | 42 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | New | 340 | 38 | 0.02% | — | 220 | +340 | New | Q3 2026 | Oct 28, 2026 |
| Ancora Advisors LLC | History | No change | 325 | 36 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 309 | 35 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 300 | 34 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 295 | 33 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| GAMMA Investing LLC | History | No change | 287 | 32 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| ASSETMARK, INC | History | Reduced | 277 | 30 | 0.0% | 0.0% | 226 | -92 | -24.93% | Q3 2026 | Oct 21, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 270 | 30 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BFC Planning, Inc. | History | No change | 270 | 30 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Orion Capital Management LLC | History | No change | 244 | 27 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 233 | 26 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 216 | 24 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 194 | 22 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Synergy Investment Management, LLC | History | No change | 182 | 20 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 174 | 19 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 161 | 18 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 167 | 18 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 145 | 16 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Caldwell Trust Co | History | No change | 150 | 16 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Wealth Analytics Partners, LLC | History | New | 140 | 15 | 0.01% | — | 240 | +140 | New | Q3 2026 | Oct 19, 2026 |
| Hanson & Doremus Investment Management | History | No change | 135 | 15 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Rialto Wealth Management, LLC | History | No change | 125 | 14 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Key FInancial Inc | History | No change | 124 | 13 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| REAP Financial Group, LLC | History | No change | 68 | 7 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Canton Hathaway, LLC | History | New | 43 | 4 | 0.0% | — | 245 | +43 | New | Q3 2026 | Oct 23, 2026 |
| Qube Research & Technologies Ltd | History | No change | 43 | 4 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 34 | 3 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Catherine Avery Investment Management LLC | History | No change | 32 | 3 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Dedication, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SFG Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.34% | — | -8,226 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -3,465 | -100.0% | Q3 2026 | Oct 15, 2026 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,509 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -2,117 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -866 | -100.0% | Q3 2026 | Oct 29, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -349 | -100.0% | Q3 2026 | Oct 15, 2026 |
| PARK NATIONAL CORP /OH/ | History | Closed out | 0 | 0 | — | 0.0% | — | -259 | -100.0% | Q3 2026 | Oct 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Root Financial Partners, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 21, 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% | Q3 2026 | Oct 26, 2026 |