WisdomTree Trust - DLN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 3,886,664 | 347,195 | 0.09% | 0.09% | 1 | +311,322 | 8.71% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,668,298 | 327,689 | 0.19% | 0.19% | 2 | -182,989 | -4.75% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Added to | 2,870,177 | 256,392 | 0.02% | 0.02% | 3 | +8,925 | 0.31% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 2,588,235 | 231,207 | 0.26% | 0.26% | 4 | +9,077 | 0.35% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,919,734 | 171,490 | 0.04% | 0.04% | 5 | +143,330 | 8.07% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 1,367,740 | 122,180 | 0.08% | 0.09% | 6 | -18,204 | -1.31% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,346,277 | 120,262 | 2.19% | 2.18% | 7 | +56,529 | 4.38% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 1,315,889 | 117,548 | 0.02% | 0.02% | 8 | -43,554 | -3.2% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,211,307 | 108,206 | 0.01% | 0.01% | 9 | +69,044 | 6.04% | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | Added to | 1,165,060 | 104,074 | 4.59% | 4.4% | 10 | +47,317 | 4.23% | Q1 2026 | Apr 21, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 1,046,430 | 93,477 | 1.47% | 1.33% | 11 | +12,571 | 1.22% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,006,997 | 89,955 | 0.1% | 0.09% | 12 | +55,867 | 5.87% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 976,282 | 87,211 | 0.8% | 1.17% | 13 | -76,126 | -7.23% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 804,461 | 71,862 | 0.01% | 0.01% | 14 | +105,640 | 15.12% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 753,581 | 67,317 | 0.17% | 0.17% | 15 | +31,501 | 4.36% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 734,768 | 65,636 | 0.02% | 0.02% | 16 | -14,765 | -1.97% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 595,329 | 53,180 | 0.07% | 0.07% | 17 | +1,911 | 0.32% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 595,138 | 53,163 | 0.02% | 0.02% | 18 | -3,248 | -0.54% | Q1 2026 | May 14, 2026 |
| Waterway Wealth Management, LLC | History | Reduced | 675,342 | 52,920 | 11.7% | 12.33% | 19 | -25,039 | -3.58% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 511,879 | 45,732 | 0.07% | 0.06% | 20 | +7,440 | 1.47% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 466,523 | 41,675 | 0.01% | 0.01% | 21 | -45,100 | -8.82% | Q1 2026 | May 15, 2026 |
| CLG LLC | History | Reduced | 430,968 | 38,498 | 9.56% | 9.51% | 22 | -2,617 | -0.6% | Q1 2026 | May 14, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 399,184 | 35,659 | 3.98% | 3.98% | 23 | +8,623 | 2.21% | Q1 2026 | Apr 29, 2026 |
| Lee-Kelleher Wealth Management | History | Added to | 384,193 | 34,319 | 20.42% | 19.54% | 24 | +12,290 | 3.3% | Q1 2026 | Apr 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 360,723 | 32,223 | 0.0% | 0.0% | 25 | +36,147 | 11.14% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 360,310 | 32,186 | 0.06% | 0.06% | 26 | -9,555 | -2.58% | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | Reduced | 332,836 | 29,732 | 2.63% | 2.38% | 27 | -1,200 | -0.36% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 329,663 | 29,448 | 0.33% | 0.37% | 28 | -37,906 | -10.31% | Q1 2026 | Apr 28, 2026 |
| Fox Financial, Inc | History | Added to | 313,429 | 27,998 | 22.85% | 21.87% | 29 | +2,045 | 0.66% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 285,986 | 25,547 | 0.12% | 0.11% | 30 | +24,674 | 9.44% | Q1 2026 | Apr 24, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 276,256 | 24,678 | 0.04% | 0.05% | 31 | -73,550 | -21.03% | Q1 2026 | May 14, 2026 |
| FIDELIS iM, LLC | History | Reduced | 265,790 | 23,743 | 8.99% | 9.16% | 32 | -1,932 | -0.72% | Q1 2026 | Apr 29, 2026 |
| Fairway Wealth LLC | History | Reduced | 262,860 | 23,480 | 6.2% | 6.63% | 33 | -16,091 | -5.77% | Q1 2026 | Apr 23, 2026 |
| MAI Capital Management | History | Added to | 258,248 | 23,069 | 0.13% | 0.13% | 34 | +8,972 | 3.6% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 243,855 | 21,783 | 0.01% | 0.01% | 35 | +15,772 | 6.92% | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 242,960 | 21,703 | 0.08% | 0.07% | 36 | +43,296 | 21.68% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 238,925 | 21,253 | 0.03% | 0.03% | 37 | -4,007 | -1.65% | Q1 2026 | May 15, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 235,046 | 20,996 | 9.16% | 8.76% | 38 | +12,803 | 5.76% | Q1 2026 | May 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 213,330 | 19,056 | 0.12% | 0.11% | 39 | +2,357 | 1.12% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 209,764 | 18,738 | 0.1% | 0.1% | 40 | +6,852 | 3.38% | Q1 2026 | May 05, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 197,288 | 17,623 | 2.29% | 2.2% | 41 | -14,975 | -7.05% | Q1 2026 | Apr 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 194,476 | 17,372 | 0.02% | 0.02% | 42 | +9,028 | 4.87% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 191,208 | 17,080 | 0.09% | 0.09% | 43 | +686 | 0.36% | Q1 2026 | May 08, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 192,406 | 16,947 | 1.27% | 1.27% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 187,412 | 16,421 | 0.0% | 0.0% | 45 | +1,212 | 0.65% | Q1 2026 | May 13, 2026 |
| truNorth Financial Services, Inc. | History | Added to | 144,372 | 12,896 | 13.34% | 13.26% | 46 | +5,576 | 4.02% | Q1 2026 | May 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 131,267 | 11,726 | 0.03% | 0.03% | 47 | +13,064 | 11.05% | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 126,091 | 11,263 | 0.18% | 0.03% | 48 | +107,173 | 566.51% | Q1 2026 | May 18, 2026 |
| Advisors Preferred, LLC | History | Added to | 122,349 | 10,929 | 1.61% | 0.96% | 49 | +55,847 | 83.98% | Q1 2026 | May 05, 2026 |
| United Advisor Group, LLC | History | Added to | 122,029 | 10,900 | 1.34% | 1.33% | 50 | +854 | 0.7% | Q1 2026 | Apr 17, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 119,735 | 10,695 | 2.81% | 2.38% | 51 | +452 | 0.38% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 116,729 | 10,456 | 0.02% | 0.02% | 52 | -40,337 | -25.68% | Q1 2026 | Apr 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 110,950 | 9,911 | 0.11% | 0.07% | 53 | +41,526 | 59.82% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 108,242 | 9,669 | 0.59% | 0.46% | 54 | -566 | -0.52% | Q1 2026 | Apr 28, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 105,737 | 9,445 | 5.81% | 5.96% | 55 | +5,989 | 6.0% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 106,068 | 9,345 | 0.06% | 0.06% | 56 | +13,640 | 14.76% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 103,142 | 9,214 | 0.28% | 0.27% | 57 | -737 | -0.71% | Q1 2026 | Apr 06, 2026 |
| Key FInancial Inc | History | Added to | 95,537 | 8,534 | 1.52% | 1.52% | 58 | +908 | 0.96% | Q1 2026 | Apr 24, 2026 |
| ASPIRIANT, LLC | History | Added to | 93,715 | 8,371 | 0.24% | 0.22% | 59 | +4,826 | 5.43% | Q1 2026 | May 12, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 92,054 | 8,223 | 1.62% | 1.64% | 60 | +3,159 | 3.55% | Q1 2026 | Apr 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 91,072 | 8,135 | 0.01% | 0.01% | 61 | -1,149 | -1.25% | Q1 2026 | May 12, 2026 |
| One Wealth Map LLC | History | Reduced | 73,930 | 6,952 | 3.27% | 3.52% | 62 | -1,593 | -2.11% | Q1 2026 | May 04, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 72,183 | 6,448 | 0.43% | 0.74% | 63 | -49,901 | -40.87% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 68,064 | 6,080 | 0.01% | 0.01% | 64 | -1,659 | -2.38% | Q1 2026 | Apr 27, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 66,825 | 5,969 | 0.61% | 0.53% | 65 | +12,172 | 22.27% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 66,202 | 5,913 | 0.07% | 0.07% | 66 | +499 | 0.76% | Q1 2026 | Apr 20, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 64,578 | 5,768 | 0.03% | 0.03% | 67 | -281 | -0.43% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 64,216 | 5,736 | 0.01% | 0.01% | 68 | -123 | -0.19% | Q1 2026 | Apr 22, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 62,528 | 5,585 | 0.36% | 0.35% | 69 | +12 | 0.02% | Q1 2026 | Apr 17, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 62,274 | 5,562 | 1.35% | 0.66% | 70 | +33,797 | 118.68% | Q1 2026 | Apr 20, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 61,513 | 5,494 | 0.57% | 0.58% | 71 | -420 | -0.68% | Q1 2026 | Apr 08, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 61,414 | 5,486 | 0.76% | 0.83% | 72 | -5,471 | -8.18% | Q1 2026 | May 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 59,786 | 5,340 | 0.33% | 0.34% | 73 | +253 | 0.42% | Q1 2026 | Apr 27, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 58,791 | 5,251 | 0.19% | 0.19% | 74 | +2,817 | 5.03% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 58,720 | 5,245 | 0.12% | 0.12% | 75 | +1,036 | 1.8% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 57,351 | 5,121 | 0.01% | 0.01% | 76 | -1,268 | -2.16% | Q1 2026 | May 14, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 56,416 | 5,039 | 1.61% | 1.34% | 77 | +7,794 | 16.03% | Q1 2026 | Apr 23, 2026 |
| Sigma Planning Corp | History | Reduced | 54,303 | 4,850 | 0.13% | 0.13% | 78 | -653 | -1.19% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 53,770 | 4,803 | 0.02% | 0.02% | 79 | -406 | -0.75% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 53,126 | 4,745 | 0.01% | — | 80 | +53,126 | New | Q1 2026 | May 01, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 52,474 | 4,687 | 0.38% | 0.39% | 81 | -232 | -0.44% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 53,167 | 4,682 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Stenger Family Office, LLC | History | New | 50,569 | 4,517 | 0.8% | — | 83 | +50,569 | New | Q1 2026 | Apr 29, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 50,550 | 4,515 | 0.21% | 0.22% | 84 | -382 | -0.75% | Q1 2026 | Apr 28, 2026 |
| Circle Wealth Management, LLC | History | No change | 49,376 | 4,410 | 0.06% | 0.07% | 85 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 46,626 | 4,165 | 2.87% | 2.52% | 86 | +1,937 | 4.33% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Reduced | 46,508 | 4,154 | 0.01% | 0.01% | 87 | -545 | -1.16% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 46,129 | 4,120 | 0.02% | 0.02% | 88 | +202 | 0.44% | Q1 2026 | May 15, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 43,432 | 3,879 | 0.37% | 0.38% | 89 | -3,041 | -6.54% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Reduced | 43,028 | 3,843 | 0.01% | 0.01% | 90 | -1,046 | -2.37% | Q1 2026 | May 06, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 42,308 | 3,779 | 0.17% | 0.17% | 91 | -3,993 | -8.62% | Q1 2026 | May 11, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 41,159 | 3,676 | 0.03% | 0.03% | 92 | -14 | -0.03% | Q1 2026 | May 01, 2026 |
| True Link Financial Advisors, LLC | History | No change | 38,623 | 3,450 | 0.21% | 0.21% | 93 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Added to | 38,252 | 3,420 | 0.02% | 0.01% | 94 | +9,930 | 35.06% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 38,019 | 3,396 | 0.01% | 0.01% | 95 | -4,615 | -10.82% | Q1 2026 | May 04, 2026 |
| Avant Capital LLC | History | Reduced | 37,766 | 3,373 | 2.37% | 2.41% | 96 | -2,095 | -5.26% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 37,713 | 3,368 | 0.0% | 0.0% | 97 | +1,214 | 3.33% | Q1 2026 | May 15, 2026 |
| Meridian Financial Partners LLC | History | Reduced | 37,213 | 3,343 | 1.27% | 1.33% | 98 | -101 | -0.27% | Q1 2026 | Apr 15, 2026 |
| MATHER GROUP, LLC. | History | No change | 32,075 | 2,865 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 31,359 | 2,801 | 0.03% | 0.03% | 100 | +1,356 | 4.52% | Q1 2026 | May 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 31,345 | 2,800 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CRA Financial Services, LLC | History | Reduced | 31,134 | 2,781 | 0.36% | 0.36% | 102 | -92 | -0.29% | Q1 2026 | Apr 09, 2026 |
| Lido Advisors, LLC | History | Added to | 30,850 | 2,755 | 0.01% | 0.01% | 103 | +36 | 0.12% | Q1 2026 | May 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 30,823 | 2,753 | 0.06% | 0.06% | 104 | -855 | -2.7% | Q1 2026 | May 15, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 30,328 | 2,709 | 1.59% | — | 105 | +30,328 | New | Q1 2026 | May 13, 2026 |
| Allen Capital Group, LLC | History | Reduced | 29,406 | 2,626 | 0.23% | 0.27% | 106 | -4,287 | -12.72% | Q1 2026 | May 27, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 28,535 | 2,549 | 0.4% | 0.38% | 107 | -697 | -2.38% | Q1 2026 | May 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 28,093 | 2,511 | 0.02% | 0.02% | 108 | +864 | 3.17% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Reduced | 27,825 | 2,485 | 0.12% | 0.14% | 109 | -5,197 | -15.74% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Reduced | 27,799 | 2,483 | 0.0% | 0.0% | 110 | -51 | -0.18% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 27,757 | 2,479 | 0.0% | 0.0% | 111 | +26,279 | 1778.01% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 27,256 | 2,434 | 0.06% | 0.06% | 112 | -12 | -0.04% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 26,936 | 2,405 | 0.08% | 0.08% | 113 | +1,369 | 5.35% | Q1 2026 | Apr 07, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 25,308 | 2,361 | 0.05% | 0.06% | 114 | +54 | 0.21% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Added to | 26,004 | 2,322 | 0.0% | 0.0% | 115 | +1,978 | 8.23% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 25,950 | 2,318 | 0.1% | 0.11% | 116 | -1,214 | -4.47% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 25,125 | 2,202 | 0.0% | 0.0% | 117 | +1,125 | 4.69% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 24,471 | 2,185 | 0.0% | 0.0% | 118 | -22,103 | -47.46% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23,615 | 2,111 | 0.02% | 0.02% | 119 | +4,831 | 25.72% | Q1 2026 | Apr 07, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 23,294 | 2,080 | 0.14% | 1.21% | 120 | +78 | 0.34% | Q1 2026 | Apr 16, 2026 |
| Team Financial Group, LLC | History | Added to | 22,547 | 2,014 | 0.91% | 0.89% | 121 | +149 | 0.67% | Q1 2026 | May 01, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 22,431 | 2,003 | 0.75% | 0.82% | 122 | -1,858 | -7.65% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 21,946 | 1,960 | 0.06% | 0.02% | 123 | +14,500 | 194.74% | Q1 2026 | May 15, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 21,560 | 1,925 | 0.25% | 0.27% | 124 | -680 | -3.06% | Q1 2026 | May 12, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 21,019 | 1,877 | 0.16% | 0.15% | 125 | +806 | 3.99% | Q1 2026 | Apr 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 20,172 | 1,802 | 0.22% | 0.22% | 126 | +83 | 0.41% | Q1 2026 | Apr 08, 2026 |
| Wedmont Private Capital | History | No change | 19,616 | 1,797 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Berger Financial Group, Inc | History | Reduced | 19,836 | 1,771 | 0.1% | 0.1% | 128 | -160 | -0.8% | Q1 2026 | Apr 28, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 19,713 | 1,760 | 0.64% | 0.87% | 129 | +15 | 0.08% | Q1 2026 | May 12, 2026 |
| GSG Advisors LLC | History | New | 19,303 | 1,724 | 0.45% | — | 130 | +19,303 | New | Q1 2026 | May 13, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 19,245 | 1,719 | 0.31% | 0.33% | 131 | -802 | -4.0% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 18,828 | 1,681 | 0.06% | 0.01% | 132 | +564 | 3.09% | Q1 2026 | Apr 23, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 18,294 | 1,634 | 0.01% | 0.01% | 133 | -399 | -2.13% | Q1 2026 | Jun 02, 2026 |
| Rothschild Wealth LLC | History | Reduced | 18,230 | 1,628 | 0.15% | 0.19% | 134 | -3,877 | -17.54% | Q1 2026 | May 06, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 18,187 | 1,624 | 0.37% | 0.37% | 135 | -95 | -0.52% | Q1 2026 | Apr 17, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 17,890 | 1,598 | 0.12% | 0.12% | 136 | -1,141 | -6.0% | Q1 2026 | Apr 13, 2026 |
| Independent Wealth Network Inc. | History | Added to | 17,873 | 1,596 | 0.47% | 0.42% | 137 | +2,272 | 14.56% | Q1 2026 | Apr 20, 2026 |
| HB Wealth Management, LLC | History | No change | 17,679 | 1,579 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| KPP Advisory Services LLC | History | Reduced | 17,673 | 1,578 | 0.23% | 0.23% | 139 | -421 | -2.33% | Q1 2026 | Apr 24, 2026 |
| Alta Wealth Advisors LLC | History | No change | 17,420 | 1,556 | 0.51% | 0.51% | 140 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 17,273 | 1,543 | 0.05% | 0.05% | 141 | +71 | 0.41% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 17,247 | 1,540 | 0.0% | 0.0% | 142 | +17,055 | 8882.81% | Q1 2026 | May 13, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 16,844 | 1,508 | 0.42% | 0.42% | 143 | +475 | 2.9% | Q1 2026 | Apr 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 16,756 | 1,497 | 0.0% | 0.0% | 144 | -1,343 | -7.42% | Q1 2026 | May 01, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 16,623 | 1,484 | 0.04% | 0.03% | 145 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 16,563 | 1,479 | 0.16% | 0.35% | 146 | -20,405 | -55.2% | Q1 2026 | Apr 23, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 16,421 | 1,466 | 0.02% | 0.02% | 147 | -1,759 | -9.68% | Q1 2026 | Apr 23, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 16,235 | 1,450 | 0.46% | 0.49% | 148 | +815 | 5.29% | Q1 2026 | May 04, 2026 |
| Cascade Financial Partners, LLC | History | No change | 16,223 | 1,449 | 0.15% | 0.14% | 149 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tranquility Partners, LLC | History | Added to | 16,034 | 1,432 | 0.54% | 0.48% | 150 | +1,005 | 6.69% | Q1 2026 | Apr 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 15,745 | 1,406 | 0.0% | 0.0% | 151 | -646 | -3.94% | Q1 2026 | May 14, 2026 |
| St. Clair Advisors, LLC | History | Reduced | 15,664 | 1,399 | 0.37% | 0.36% | 152 | -50 | -0.32% | Q1 2026 | Apr 23, 2026 |
| Savvy Advisors, Inc. | History | New | 15,490 | 1,383 | 0.04% | — | 153 | +15,490 | New | Q1 2026 | May 11, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 15,092 | 1,348 | 0.08% | 0.04% | 154 | +7,627 | 102.17% | Q1 2026 | Apr 29, 2026 |
| NORTHERN TRUST CORP | History | No change | 15,020 | 1,341 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 14,823 | 1,324 | 0.0% | 0.0% | 156 | +2,991 | 25.28% | Q1 2026 | May 15, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 14,700 | 1,313 | 0.6% | 0.57% | 157 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 14,404 | 1,286 | 0.07% | 0.07% | 158 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 14,165 | 1,265 | 0.02% | 0.02% | 159 | -1,105 | -7.24% | Q1 2026 | Jun 02, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 13,974 | 1,248 | 0.11% | 0.12% | 160 | -1,425 | -9.25% | Q1 2026 | Apr 30, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 13,952 | 1,246 | 0.2% | 0.19% | 161 | +360 | 2.65% | Q1 2026 | Apr 28, 2026 |
| Vise Technologies, Inc. | History | No change | 13,996 | 1,232 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 13,640 | 1,218 | 0.02% | 0.01% | 163 | +8,644 | 173.02% | Q1 2026 | May 15, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 13,642 | 1,218 | 0.18% | 0.17% | 164 | +296 | 2.22% | Q1 2026 | Apr 29, 2026 |
| Platform Technology Partners | History | No change | 13,597 | 1,214 | 0.23% | 0.25% | 165 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Reduced | 14,534 | 1,193 | 0.51% | 0.73% | 166 | -14,044 | -49.14% | Q1 2026 | Jun 01, 2026 |
| TigerOak Management, L.L.C. | History | No change | 13,325 | 1,190 | 0.37% | 0.36% | 167 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 13,131 | 1,172 | 0.12% | 0.11% | 168 | +56 | 0.43% | Q1 2026 | Apr 30, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 12,980 | 1,160 | 0.03% | 0.03% | 169 | +772 | 6.32% | Q1 2026 | Apr 21, 2026 |
| Rodgers Brothers Inc. | History | No change | 12,733 | 1,137 | 0.13% | 0.13% | 170 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 12,710 | 1,135 | 0.08% | 0.08% | 171 | +11,611 | 1056.51% | Q1 2026 | May 21, 2026 |
| CHOREO, LLC | History | Added to | 12,634 | 1,128 | 0.01% | 0.01% | 172 | +3 | 0.02% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Reduced | 12,466 | 1,113 | 0.01% | 0.01% | 173 | -1,979 | -13.7% | Q1 2026 | May 05, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 11,881 | 1,104 | 0.12% | 0.15% | 174 | -240 | -1.98% | Q1 2026 | May 12, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 12,264 | 1,095 | 0.1% | 0.11% | 175 | -8,455 | -40.81% | Q1 2026 | May 14, 2026 |
| Operose Advisors LLC | History | No change | 11,700 | 1,045 | 0.24% | 0.24% | 176 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 11,630 | 1,038 | 0.0% | 0.0% | 177 | -394 | -3.28% | Q1 2026 | May 14, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 11,590 | 1,035 | 0.26% | — | 178 | +11,590 | New | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 11,499 | 1,027 | 0.01% | 0.0% | 179 | +8,697 | 310.39% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Added to | 11,453 | 1,023 | 0.04% | 0.03% | 180 | +6,000 | 110.03% | Q1 2026 | May 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 11,352 | 1,014 | 0.0% | 0.0% | 181 | -17,126 | -60.14% | Q1 2026 | May 12, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 11,300 | 1,009 | 0.08% | 0.08% | 183 | +542 | 5.04% | Q1 2026 | May 07, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 11,300 | 1,009 | 0.14% | 0.13% | 182 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,275 | 993 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 10,836 | 968 | 0.04% | 0.04% | 186 | +6,630 | 157.63% | Q1 2026 | May 15, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 10,840 | 968 | 0.23% | 0.26% | 185 | -1,740 | -13.83% | Q1 2026 | Apr 17, 2026 |
| Burk Holdings LLC | History | No change | 10,800 | 964 | 0.41% | 0.45% | 187 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hilltop Partners LLC | History | No change | 10,686 | 954 | 0.24% | 0.24% | 188 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 10,529 | 940 | 0.03% | 0.03% | 189 | -726 | -6.45% | Q1 2026 | Apr 08, 2026 |
| BANTAMAC CAPITAL, LLC | History | Added to | 10,494 | 937 | 0.5% | 0.44% | 190 | +6 | 0.06% | Q1 2026 | May 11, 2026 |
| Well Done, LLC | History | No change | 10,114 | 903 | 0.13% | 0.13% | 191 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 10,051 | 897 | 0.0% | 0.0% | 192 | -57,096 | -85.03% | Q1 2026 | May 05, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 10,000 | 893 | 0.66% | 0.7% | 193 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 9,714 | 868 | 0.05% | 0.04% | 194 | -59 | -0.6% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | Reduced | 9,655 | 862 | 0.03% | 0.04% | 195 | -251 | -2.53% | Q1 2026 | May 19, 2026 |
| HighPoint Advisor Group LLC | History | New | 9,545 | 852 | 0.04% | — | 197 | +9,545 | New | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 9,548 | 852 | 0.01% | 0.01% | 196 | -162 | -1.67% | Q1 2026 | Apr 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 9,436 | 842 | 0.01% | 0.01% | 198 | +180 | 1.94% | Q1 2026 | May 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 9,421 | 841 | 0.01% | 0.02% | 199 | +19 | 0.2% | Q1 2026 | Apr 21, 2026 |
| PFG Investments, LLC | History | Added to | 9,247 | 826 | 0.04% | 0.04% | 200 | +92 | 1.0% | Q1 2026 | Apr 27, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 9,218 | 823 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NFSG Corp | History | Reduced | 9,136 | 816 | 0.13% | 0.13% | 202 | -66 | -0.72% | Q1 2026 | May 05, 2026 |
| 626 Financial, LLC | History | Reduced | 8,982 | 802 | 0.36% | 0.37% | 203 | -698 | -7.21% | Q1 2026 | Apr 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,923 | 797 | 0.0% | 0.0% | 204 | +5,191 | 139.09% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Reduced | 8,703 | 777 | 0.01% | 0.01% | 205 | -2 | -0.02% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 8,696 | 776 | 0.05% | 0.05% | 206 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Reduced | 8,665 | 774 | 0.0% | 0.0% | 207 | -502 | -5.48% | Q1 2026 | May 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 8,558 | 764 | 0.02% | 0.02% | 208 | -254 | -2.88% | Q1 2026 | May 15, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 8,529 | 761 | 0.25% | 0.22% | 209 | +27 | 0.32% | Q1 2026 | Apr 29, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 8,509 | 760 | 0.1% | 0.1% | 210 | -84 | -0.98% | Q1 2026 | Apr 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 8,460 | 755 | 0.0% | 0.0% | 211 | -240 | -2.76% | Q1 2026 | May 14, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | New | 8,360 | 746 | 0.05% | — | 212 | +8,360 | New | Q1 2026 | May 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 8,332 | 744 | 0.0% | 0.0% | 214 | +7,684 | 1185.8% | Q1 2026 | May 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 8,336 | 744 | 0.06% | 0.06% | 213 | -23 | -0.28% | Q1 2026 | May 28, 2026 |
| RFG Advisory, LLC | History | Reduced | 8,267 | 738 | 0.01% | 0.2% | 215 | -111,789 | -93.11% | Q1 2026 | Apr 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 8,239 | 735 | 0.05% | 0.05% | 216 | +180 | 2.23% | Q1 2026 | Apr 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 8,032 | 717 | 0.05% | 0.02% | 217 | +5,440 | 209.88% | Q1 2026 | Apr 14, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | No change | 8,000 | 714 | 0.11% | 0.1% | 218 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BROWN ADVISORY INC | History | Reduced | 7,897 | 705 | 0.0% | 0.0% | 219 | -1,129 | -12.51% | Q1 2026 | May 15, 2026 |
| Imprint Wealth LLC | History | Added to | 7,833 | 699 | 3.19% | 1.93% | 220 | +3,125 | 66.38% | Q1 2026 | May 15, 2026 |
| Haverford Trust Co | History | No change | 7,802 | 696 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 7,766 | 693 | 0.0% | 0.0% | 222 | -174 | -2.19% | Q1 2026 | Apr 30, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 7,750 | 692 | 0.01% | 0.01% | 223 | -300 | -3.73% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 7,697 | 687 | 0.02% | 0.02% | 224 | +32 | 0.42% | Q1 2026 | May 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 7,700 | 687 | 0.07% | 0.09% | 225 | +23 | 0.3% | Q1 2026 | Apr 23, 2026 |
| Fisher Asset Management, LLC | History | New | 7,641 | 682 | 0.0% | — | 226 | +7,641 | New | Q1 2026 | May 05, 2026 |
| HBK Sorce Advisory LLC | History | No change | 7,212 | 678 | 0.01% | 0.02% | 227 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 7,581 | 677 | 0.09% | 0.09% | 228 | +11 | 0.15% | Q1 2026 | May 15, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 7,467 | 666 | 0.18% | 0.19% | 230 | -367 | -4.68% | Q1 2026 | Apr 15, 2026 |
| Lutz Financial Services LLC | History | No change | 7,456 | 666 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 7,355 | 657 | 0.05% | 0.05% | 231 | -775 | -9.53% | Q1 2026 | May 01, 2026 |
| Live Oak Investment Partners | History | Added to | 7,364 | 657 | 0.39% | 0.36% | 232 | +742 | 11.21% | Q1 2026 | Apr 29, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 7,265 | 650 | 0.53% | 0.53% | 233 | +100 | 1.4% | Q1 2026 | Apr 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 7,200 | 643 | 0.0% | 0.0% | 234 | +2,300 | 46.94% | Q1 2026 | May 14, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Reduced | 7,183 | 641 | 0.13% | 0.15% | 235 | -880 | -10.91% | Q1 2026 | Apr 20, 2026 |
| Team Hewins, LLC | History | No change | 7,128 | 636 | 0.19% | 0.2% | 236 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 7,030 | 628 | 0.01% | 0.01% | 237 | -46 | -0.65% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 7,019 | 627 | 0.02% | 0.03% | 238 | -740 | -9.54% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | Added to | 6,789 | 606 | 0.05% | 0.05% | 239 | +70 | 1.04% | Q1 2026 | May 08, 2026 |
| Valmark Advisers, Inc. | History | Added to | 6,707 | 599 | 0.01% | 0.01% | 240 | +922 | 15.94% | Q1 2026 | May 01, 2026 |
| Grandview Asset Management LLC | History | Reduced | 6,656 | 594 | 0.17% | 0.16% | 242 | -135 | -1.99% | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Added to | 6,660 | 594 | 0.0% | 0.0% | 241 | +129 | 1.98% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 6,580 | 591 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fiduciary Group, LLC | History | No change | 6,606 | 590 | 0.05% | 0.05% | 244 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 6,608 | 590 | 0.05% | 0.05% | 245 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 6,684 | 588 | 0.35% | 0.35% | 246 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 6,465 | 577 | 0.0% | 0.0% | 247 | +375 | 6.16% | Q1 2026 | May 15, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 6,384 | 570 | 0.23% | 0.22% | 249 | -32 | -0.5% | Q1 2026 | Apr 23, 2026 |
| Perigon Wealth Management, LLC | History | No change | 6,388 | 570 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 6,461 | 569 | 0.86% | 0.86% | 250 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 6,255 | 558 | 0.31% | 0.32% | 251 | +24 | 0.39% | Q1 2026 | May 05, 2026 |
| Element Wealth, LLC | History | Reduced | 6,219 | 555 | 0.23% | 0.23% | 252 | -13 | -0.21% | Q1 2026 | May 04, 2026 |
| Orographic Financial Advisors, LLC | History | New | 6,145 | 548 | 0.39% | — | 253 | +6,145 | New | Q1 2026 | May 19, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 6,075 | 542 | 0.17% | 0.17% | 254 | +715 | 13.34% | Q1 2026 | Apr 24, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 6,065 | 541 | 0.01% | 0.01% | 256 | +11 | 0.18% | Q1 2026 | Apr 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 6,057 | 541 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 6,040 | 539 | 0.02% | — | 257 | +6,040 | New | Q1 2026 | May 07, 2026 |
| Powers Advisory Group, LLC | History | Added to | 5,933 | 530 | 0.19% | 0.2% | 258 | +24 | 0.41% | Q1 2026 | Apr 21, 2026 |
| Impact Capital Partners LLC | History | New | 5,834 | 521 | 0.16% | — | 259 | +5,834 | New | Q1 2026 | Apr 10, 2026 |
| CIBC Bancorp USA Inc. | History | New | 5,808 | 518 | 0.0% | — | 261 | +5,808 | New | Q1 2026 | May 12, 2026 |
| LS Investment Advisors, LLC | History | No change | 5,800 | 518 | 0.08% | 0.07% | 260 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 5,756 | 514 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,808 | 511 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 5,664 | 505 | 0.05% | 0.06% | 264 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 5,573 | 497 | 0.03% | 0.03% | 265 | -339 | -5.73% | Q1 2026 | May 07, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 5,540 | 494 | 0.02% | 0.02% | 266 | -922 | -14.27% | Q1 2026 | Apr 29, 2026 |
| Summit Trail Advisors, LLC | History | New | 5,500 | 491 | 0.01% | — | 268 | +5,500 | New | Q1 2026 | May 12, 2026 |
| Empirical Asset Management, LLC | History | No change | 5,506 | 491 | 0.13% | 0.14% | 267 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 5,458 | 487 | 0.07% | 0.07% | 269 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 5,379 | 480 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Reduced | 5,348 | 477 | 0.2% | 0.23% | 271 | -550 | -9.33% | Q1 2026 | May 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 5,255 | 469 | 0.01% | 0.01% | 272 | +723 | 15.95% | Q1 2026 | Apr 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 5,245 | 468 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 5,210 | 465 | 0.13% | 0.13% | 274 | -251 | -4.6% | Q1 2026 | May 12, 2026 |
| EQUITABLE TRUST CO | History | No change | 5,149 | 459 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Modern Wealth Management, LLC | History | No change | 5,100 | 456 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 5,081 | 455 | 0.14% | 0.14% | 277 | +8 | 0.16% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,089 | 454 | 0.01% | 0.01% | 279 | -745 | -12.77% | Q1 2026 | May 14, 2026 |
| NICOLET BANKSHARES INC | History | No change | 5,084 | 454 | 0.02% | 0.07% | 278 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 5,079 | 453 | 0.01% | 0.01% | 280 | +18 | 0.36% | Q1 2026 | May 12, 2026 |
| Florida Trust Wealth Management Co | History | No change | 4,990 | 445 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SPINNAKER TRUST | History | No change | 4,980 | 444 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Marion Wealth Management | History | Added to | 4,967 | 443 | 0.1% | 0.1% | 283 | +43 | 0.87% | Q1 2026 | May 12, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 4,964 | 443 | 0.15% | 0.17% | 284 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 4,867 | 434 | 0.02% | 0.06% | 285 | -1,999 | -29.11% | Q1 2026 | Apr 23, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 4,846 | 432 | 0.0% | 0.0% | 286 | +100 | 2.11% | Q1 2026 | May 11, 2026 |
| OneAscent Financial Services LLC | History | New | 4,807 | 429 | 0.02% | — | 288 | +4,807 | New | Q1 2026 | Apr 21, 2026 |
| Midwest Trust Co | History | Reduced | 4,809 | 429 | 0.01% | 0.01% | 287 | -38 | -0.78% | Q1 2026 | May 01, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 4,771 | 426 | 0.15% | 0.23% | 289 | -2,545 | -34.79% | Q1 2026 | May 13, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 4,763 | 425 | 0.29% | 0.29% | 290 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 4,695 | 420 | 0.04% | 0.04% | 292 | -23 | -0.49% | Q1 2026 | May 11, 2026 |
| Choate Investment Advisors | History | No change | 4,710 | 420 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 4,710 | 420 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rathbones Group PLC | History | No change | 4,700 | 419 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rockport Wealth LLC | History | Reduced | 4,590 | 410 | 0.07% | 0.25% | 296 | -9,771 | -68.04% | Q1 2026 | May 05, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 4,592 | 410 | 0.01% | 0.01% | 295 | +19 | 0.42% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 4,535 | 405 | 0.0% | 0.0% | 297 | +576 | 14.55% | Q1 2026 | May 15, 2026 |
| Eagle Strategies LLC | History | Added to | 4,479 | 400 | 0.05% | 0.04% | 299 | +592 | 15.23% | Q1 2026 | Apr 20, 2026 |
| GM Advisory Group, LLC | History | No change | 4,481 | 400 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| UMB Bank, n.a. | History | New | 4,446 | 397 | 0.01% | — | 300 | +4,446 | New | Q1 2026 | May 11, 2026 |