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 | 4,105,997 | 395,489 | 0.09% | 0.09% | 1 | +219,333 | 5.64% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,485,235 | 335,697 | 0.17% | 0.19% | 2 | -183,063 | -4.99% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 2,938,251 | 283,012 | 0.01% | 0.02% | 3 | +68,074 | 2.37% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Added to | 2,612,755 | 251,660 | 0.26% | 0.26% | 4 | +24,520 | 0.95% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,439,830 | 235,016 | 0.05% | 0.04% | 5 | +520,096 | 27.09% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,476,721 | 142,237 | 2.25% | 2.19% | 6 | +130,444 | 9.69% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Reduced | 1,339,092 | 128,981 | 0.08% | 0.08% | 7 | -28,648 | -2.09% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 1,315,387 | 126,698 | 0.02% | 0.02% | 8 | -502 | -0.04% | Q2 2026 | Aug 13, 2026 |
| Trilogy Capital Inc. | History | Added to | 1,196,646 | 115,260 | 4.47% | 4.59% | 9 | +31,586 | 2.71% | Q2 2026 | Jul 02, 2026 |
| Cetera Investment Advisers | History | Added to | 1,094,640 | 105,435 | 0.1% | 0.1% | 10 | +87,643 | 8.7% | Q2 2026 | Aug 12, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 1,035,464 | 99,735 | 1.41% | 1.47% | 11 | -10,966 | -1.05% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,034,935 | 99,684 | 0.01% | 0.01% | 12 | -176,372 | -14.56% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 942,613 | 90,792 | 0.86% | 0.8% | 13 | -33,669 | -3.45% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 805,255 | 77,562 | 0.01% | 0.01% | 14 | +794 | 0.1% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 784,125 | 75,526 | 0.02% | 0.02% | 15 | +49,357 | 6.72% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 640,994 | 61,740 | 0.02% | 0.02% | 16 | +45,856 | 7.71% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 591,837 | 57,005 | 0.07% | 0.07% | 17 | -3,492 | -0.59% | Q2 2026 | Jul 29, 2026 |
| Waterway Wealth Management, LLC | History | Reduced | 655,697 | 56,768 | 11.59% | 11.7% | 18 | -19,645 | -2.91% | Q2 2026 | Jul 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 517,478 | 49,845 | 0.06% | 0.07% | 19 | +5,599 | 1.09% | Q2 2026 | Aug 14, 2026 |
| CLG LLC | History | Added to | 460,674 | 44,372 | 9.74% | 9.56% | 20 | +29,706 | 6.89% | Q2 2026 | Jul 16, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 460,179 | 44,324 | 0.01% | 0.01% | 21 | -6,344 | -1.36% | Q2 2026 | Aug 14, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 402,998 | 38,816 | 3.84% | 3.98% | 22 | +3,814 | 0.96% | Q2 2026 | Aug 06, 2026 |
| Lee, Kelleher & Klein Wealth Management | History | Reduced | 381,301 | 36,726 | 19.21% | 20.42% | 23 | -2,892 | -0.75% | Q2 2026 | Jul 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 367,998 | 35,446 | 0.08% | 0.17% | 24 | -385,583 | -51.17% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 352,850 | 33,986 | 0.05% | 0.06% | 25 | -7,460 | -2.07% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 340,936 | 32,838 | 0.0% | 0.0% | 26 | -19,787 | -5.49% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 332,651 | 32,040 | 0.15% | 0.12% | 27 | +46,665 | 16.32% | Q2 2026 | Jul 27, 2026 |
| LRI Investments, LLC | History | Reduced | 330,573 | 31,840 | 2.56% | 2.63% | 28 | -2,263 | -0.68% | Q2 2026 | Jul 14, 2026 |
| Fox Financial, Inc | History | Reduced | 311,911 | 30,043 | 20.92% | 22.85% | 29 | -1,518 | -0.48% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 308,583 | 29,722 | 0.3% | 0.33% | 30 | -21,080 | -6.39% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 285,646 | 27,513 | 0.04% | 0.04% | 31 | +9,390 | 3.4% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 273,554 | 26,348 | 0.01% | 0.01% | 32 | +29,699 | 12.18% | Q2 2026 | Aug 12, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 263,948 | 25,419 | 8.76% | 9.16% | 33 | +28,902 | 12.3% | Q2 2026 | Jul 07, 2026 |
| Fairway Wealth LLC | History | Reduced | 262,387 | 25,273 | 5.78% | 6.2% | 34 | -473 | -0.18% | Q2 2026 | Jul 24, 2026 |
| FIDELIS iM, LLC | History | Reduced | 262,348 | 25,269 | 8.62% | 8.99% | 35 | -3,442 | -1.3% | Q2 2026 | Jul 22, 2026 |
| Odyssey Group, LLC | History | New | 247,638 | 23,852 | 6.46% | — | 36 | +247,638 | New | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Reduced | 228,915 | 22,049 | 0.03% | 0.03% | 37 | -10,010 | -4.19% | Q2 2026 | Aug 27, 2026 |
| MAI Capital Management | History | Reduced | 227,252 | 21,888 | 0.08% | 0.13% | 38 | -30,996 | -12.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 214,976 | 20,706 | 0.1% | 0.1% | 39 | +5,212 | 2.48% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 214,927 | 20,701 | 0.07% | 0.08% | 40 | -28,033 | -11.54% | Q2 2026 | Jul 28, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 209,571 | 20,185 | 0.11% | 0.12% | 41 | -3,759 | -1.76% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | Added to | 201,344 | 19,393 | 0.02% | 0.02% | 42 | +6,868 | 3.53% | Q2 2026 | Aug 05, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 198,080 | 19,079 | 1.98% | 2.29% | 43 | +792 | 0.4% | Q2 2026 | Jul 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 193,388 | 18,627 | 0.1% | 0.09% | 44 | +2,180 | 1.14% | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 192,864 | 18,576 | 1.19% | 1.24% | 45 | +2,698 | 1.42% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 177,046 | 17,079 | 0.0% | 0.0% | 46 | -10,366 | -5.53% | Q2 2026 | Aug 12, 2026 |
| truNorth Financial Services, Inc. | History | Added to | 150,248 | 14,471 | 12.96% | 13.34% | 47 | +5,876 | 4.07% | Q2 2026 | Jul 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 135,878 | 13,087 | 0.03% | 0.03% | 48 | +4,611 | 3.51% | Q2 2026 | Aug 11, 2026 |
| ASPIRIANT, LLC | History | Added to | 126,165 | 12,152 | 0.3% | 0.24% | 49 | +32,450 | 34.63% | Q2 2026 | Jul 20, 2026 |
| United Advisor Group, LLC | History | Added to | 124,840 | 12,024 | 1.27% | 1.34% | 50 | +2,811 | 2.3% | Q2 2026 | Jul 29, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 123,010 | 11,848 | 2.76% | 2.81% | 51 | +3,275 | 2.74% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 118,930 | 11,655 | 0.02% | 0.02% | 52 | +2,201 | 1.89% | Q2 2026 | Jul 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 117,671 | 11,334 | 0.1% | 0.11% | 53 | +6,721 | 6.06% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 114,201 | 10,999 | 0.17% | 0.18% | 54 | -11,890 | -9.43% | Q2 2026 | Aug 10, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 110,430 | 10,636 | 0.71% | 0.61% | 55 | +43,605 | 65.25% | Q2 2026 | Aug 05, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 109,947 | 10,590 | 6.4% | 5.81% | 56 | +4,210 | 3.98% | Q2 2026 | Jul 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 108,318 | 10,433 | 0.06% | 0.06% | 57 | +2,250 | 2.12% | Q2 2026 | Aug 17, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 107,012 | 10,307 | 0.57% | 0.59% | 58 | -1,230 | -1.14% | Q2 2026 | Aug 11, 2026 |
| CX Institutional | History | Added to | 105,870 | 10,197 | 0.29% | 0.28% | 59 | +2,728 | 2.64% | Q2 2026 | Jul 01, 2026 |
| Key FInancial Inc | History | Added to | 96,015 | 9,248 | 1.51% | 1.52% | 60 | +478 | 0.5% | Q2 2026 | Jul 24, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 91,793 | 8,841 | 1.6% | 1.62% | 61 | -261 | -0.28% | Q2 2026 | Jul 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 89,149 | 8,586 | 0.01% | 0.01% | 62 | -1,923 | -2.11% | Q2 2026 | Aug 12, 2026 |
| One Wealth Map LLC | History | Added to | 76,725 | 7,506 | 3.41% | 3.27% | 63 | +2,795 | 3.78% | Q2 2026 | Jul 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 71,029 | 6,841 | 0.01% | 0.01% | 64 | +2,965 | 4.36% | Q2 2026 | Jul 28, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 69,532 | 6,697 | 0.4% | 0.43% | 65 | -2,651 | -3.67% | Q2 2026 | Aug 10, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 68,419 | 6,590 | 1.42% | 1.35% | 66 | +6,145 | 9.87% | Q2 2026 | Jul 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 67,931 | 6,543 | 0.01% | 0.01% | 67 | +3,715 | 5.79% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 65,325 | 6,292 | 0.07% | 0.07% | 68 | -877 | -1.32% | Q2 2026 | Jul 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 64,578 | 6,220 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 62,709 | 6,040 | 0.56% | 0.57% | 70 | +1,196 | 1.94% | Q2 2026 | Jul 07, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 62,541 | 6,023 | 0.34% | 0.36% | 71 | +13 | 0.02% | Q2 2026 | Aug 04, 2026 |
| St. Louis Trust Co | History | No change | 2,360 | 5,966 | 0.68% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 61,735 | 5,946 | 0.76% | 0.76% | 73 | +321 | 0.52% | Q2 2026 | Aug 25, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 59,017 | 5,684 | 0.3% | 0.33% | 74 | -769 | -1.29% | Q2 2026 | Jul 27, 2026 |
| Advisors Preferred, LLC | History | Reduced | 58,381 | 5,671 | 0.88% | 1.61% | 75 | -63,968 | -52.28% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 58,306 | 5,616 | 0.01% | 0.0% | 76 | +30,549 | 110.06% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 58,298 | 5,615 | 0.18% | 0.19% | 77 | -493 | -0.84% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 57,760 | 5,563 | 0.11% | 0.12% | 78 | -960 | -1.63% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 56,893 | 5,479 | 0.01% | 0.01% | 79 | -458 | -0.8% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 56,326 | 5,425 | 0.02% | 0.02% | 80 | +2,556 | 4.75% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | Reduced | 54,264 | 5,226 | 0.13% | 0.13% | 81 | -39 | -0.07% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 52,714 | 5,077 | 0.01% | 0.01% | 82 | -412 | -0.78% | Q2 2026 | Aug 05, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 52,179 | 5,025 | 1.49% | 1.61% | 83 | -4,237 | -7.51% | Q2 2026 | Jul 23, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 51,822 | 4,991 | 1.12% | 0.51% | 84 | +37,288 | 256.56% | Q2 2026 | Jul 27, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 51,655 | 4,975 | 0.36% | 0.38% | 85 | -819 | -1.56% | Q2 2026 | Aug 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 51,463 | 4,956 | 0.2% | 0.21% | 86 | +913 | 1.81% | Q2 2026 | Jul 27, 2026 |
| Stenger Family Office, LLC | History | Reduced | 50,010 | 4,816 | 0.77% | 0.8% | 87 | -559 | -1.11% | Q2 2026 | Jul 13, 2026 |
| Circle Wealth Management, LLC | History | No change | 49,376 | 4,755 | 0.06% | 0.06% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 47,969 | 4,620 | 2.87% | 2.87% | 89 | +1,343 | 2.88% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | Reduced | 46,204 | 4,450 | 0.01% | 0.01% | 90 | -304 | -0.65% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 45,507 | 4,383 | 0.02% | 0.02% | 91 | -622 | -1.35% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 43,412 | 4,181 | 0.15% | — | 92 | +43,412 | New | Q2 2026 | Aug 13, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 43,281 | 4,168 | 0.35% | 0.37% | 93 | -151 | -0.35% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 43,003 | 4,142 | 0.01% | 0.01% | 94 | +4,984 | 13.11% | Q2 2026 | Aug 07, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 42,205 | 4,065 | 0.18% | 0.17% | 95 | -103 | -0.24% | Q2 2026 | Jul 31, 2026 |
| FMR LLC | History | Added to | 41,899 | 4,035 | 0.0% | 0.0% | 96 | +4,186 | 11.1% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Reduced | 41,466 | 3,994 | 0.01% | 0.01% | 97 | -1,562 | -3.63% | Q2 2026 | Jul 30, 2026 |
| &PARTNERS | History | Added to | 41,294 | 3,977 | 0.02% | 0.02% | 98 | +3,042 | 7.95% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 41,137 | 3,962 | 0.02% | 0.03% | 99 | -22 | -0.05% | Q2 2026 | Aug 11, 2026 |
| Avant Capital LLC | History | Added to | 38,502 | 3,708 | 2.32% | 2.37% | 100 | +736 | 1.95% | Q2 2026 | Aug 12, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 38,123 | 3,672 | 0.21% | 0.21% | 101 | -500 | -1.29% | Q2 2026 | Jul 31, 2026 |
| Waverly Advisors, LLC | History | Added to | 37,381 | 3,600 | 0.02% | 0.0% | 102 | +32,846 | 724.28% | Q2 2026 | Aug 14, 2026 |
| Meridian Financial Partners LLC | History | Reduced | 36,050 | 3,532 | 1.2% | 1.27% | 103 | -1,163 | -3.13% | Q2 2026 | Jul 24, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 34,742 | 3,346 | 0.04% | 0.06% | 104 | +3,919 | 12.71% | Q2 2026 | Jul 20, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | Added to | 34,363 | 3,309 | 1.71% | 1.59% | 105 | +4,035 | 13.3% | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | Added to | 32,088 | 3,090 | 0.0% | 0.0% | 106 | +4,289 | 15.43% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 32,075 | 3,089 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 31,359 | 3,020 | 0.04% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 31,345 | 3,019 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CRA Financial Services, LLC | History | Added to | 31,141 | 2,999 | 0.35% | 0.36% | 110 | +7 | 0.02% | Q2 2026 | Jul 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 30,996 | 2,972 | 0.0% | 0.0% | 111 | +5,871 | 23.37% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 28,552 | 2,750 | 0.02% | 0.02% | 112 | +459 | 1.63% | Q2 2026 | Aug 14, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 28,492 | 2,744 | 0.36% | 0.4% | 113 | -43 | -0.15% | Q2 2026 | Aug 04, 2026 |
| CoreCap Advisors, LLC | History | Added to | 27,648 | 2,663 | 0.08% | 0.08% | 114 | +712 | 2.64% | Q2 2026 | Jul 06, 2026 |
| PFG Advisors | History | Reduced | 27,391 | 2,638 | 0.13% | 0.12% | 115 | -434 | -1.56% | Q2 2026 | Jul 16, 2026 |
| Allen Capital Group, LLC | History | Reduced | 26,800 | 2,581 | 0.21% | 0.23% | 116 | -2,606 | -8.86% | Q2 2026 | Jul 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 25,753 | 2,480 | 0.1% | 0.1% | 118 | -197 | -0.76% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 25,369 | 2,480 | 0.05% | 0.05% | 117 | +61 | 0.24% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | Reduced | 25,700 | 2,475 | 0.0% | 0.0% | 119 | -304 | -1.17% | Q2 2026 | Aug 03, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 23,566 | 2,269 | 0.08% | 0.14% | 120 | +272 | 1.17% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 23,352 | 2,249 | 0.02% | 0.02% | 121 | -263 | -1.11% | Q2 2026 | Jul 17, 2026 |
| Team Financial Group, LLC | History | Added to | 22,647 | 2,181 | 0.93% | 0.91% | 122 | +100 | 0.44% | Q2 2026 | Jul 10, 2026 |
| Waterloo Capital, L.P. | History | New | 22,288 | 2,146 | 0.12% | — | 123 | +22,288 | New | Q2 2026 | Jul 29, 2026 |
| CULBERTSON A N & CO INC | History | Added to | 22,133 | 2,131 | 0.25% | 0.25% | 124 | +573 | 2.66% | Q2 2026 | Jul 29, 2026 |
| Hilltop Holdings Inc. | History | Added to | 22,101 | 2,128 | 0.17% | 0.1% | 125 | +9,837 | 80.21% | Q2 2026 | Aug 13, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 22,030 | 2,122 | 0.71% | 0.75% | 126 | -401 | -1.79% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 21,767 | 2,096 | 0.0% | 0.0% | 127 | -2,704 | -11.05% | Q2 2026 | Sep 02, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 21,014 | 2,024 | 0.1% | 0.08% | 129 | +5,922 | 39.24% | Q2 2026 | Jul 28, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 21,019 | 2,024 | 0.15% | 0.16% | 128 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| US BANCORP \DE\ | History | Added to | 20,499 | 1,974 | 0.0% | 0.0% | 130 | +4,754 | 30.19% | Q2 2026 | Aug 12, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 20,268 | 1,954 | 0.22% | 0.22% | 131 | +96 | 0.48% | Q2 2026 | Jul 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 20,100 | 1,936 | 0.0% | 0.0% | 132 | +5,277 | 35.6% | Q2 2026 | Aug 14, 2026 |
| Wedmont Private Capital | History | No change | 19,616 | 1,922 | 0.05% | 0.06% | 133 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Berger Financial Group, Inc | History | Added to | 19,857 | 1,912 | 0.1% | 0.1% | 134 | +21 | 0.11% | Q2 2026 | Aug 04, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 19,569 | 1,884 | 0.52% | 0.64% | 135 | -144 | -0.73% | Q2 2026 | Aug 14, 2026 |
| GSG Advisors LLC | History | Added to | 19,307 | 1,859 | 0.41% | 0.45% | 136 | +4 | 0.02% | Q2 2026 | Aug 13, 2026 |
| Independent Wealth Network Inc. | History | Added to | 19,055 | 1,835 | 0.47% | 0.47% | 137 | +1,182 | 6.61% | Q2 2026 | Jul 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 18,683 | 1,799 | 0.03% | 0.06% | 138 | -145 | -0.77% | Q2 2026 | Jul 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 18,390 | 1,771 | 0.02% | 0.02% | 139 | +1,969 | 11.99% | Q2 2026 | Aug 03, 2026 |
| Rothschild Wealth LLC | History | No change | 18,230 | 1,755 | 0.14% | 0.15% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 18,187 | 1,751 | 0.35% | 0.37% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KPP Advisory Services LLC | History | Added to | 17,873 | 1,721 | 0.22% | 0.23% | 142 | +200 | 1.13% | Q2 2026 | Jul 24, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 17,457 | 1,681 | 0.41% | 0.42% | 143 | +613 | 3.64% | Q2 2026 | Aug 10, 2026 |
| Alta Wealth Advisors LLC | History | No change | 17,420 | 1,677 | 0.45% | 0.51% | 144 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 17,356 | 1,671 | 0.05% | 0.05% | 145 | +83 | 0.48% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Added to | 17,319 | 1,668 | 0.0% | 0.0% | 146 | +72 | 0.42% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | Added to | 16,870 | 1,624 | 0.01% | 0.0% | 147 | +16,809 | 27555.74% | Q2 2026 | Aug 10, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 16,864 | 1,624 | 0.44% | 0.46% | 148 | +629 | 3.87% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 16,818 | 1,619 | 0.02% | 0.02% | 149 | +3,178 | 23.3% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 16,748 | 1,613 | 0.0% | 0.0% | 150 | +1,728 | 11.5% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 16,653 | 1,604 | 0.01% | 0.01% | 151 | -1,026 | -5.8% | Q2 2026 | Jul 29, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 16,544 | 1,593 | 0.03% | 0.04% | 152 | -79 | -0.48% | Q2 2026 | Jul 08, 2026 |
| G&S Capital LLC | History | New | 16,276 | 1,567 | 0.45% | — | 153 | +16,276 | New | Q2 2026 | Jul 10, 2026 |
| Cascade Financial Partners, LLC | History | No change | 16,223 | 1,562 | 0.14% | 0.15% | 154 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tranquility Partners, LLC | History | Reduced | 16,020 | 1,543 | 0.53% | 0.54% | 155 | -14 | -0.09% | Q2 2026 | Jul 23, 2026 |
| Savvy Advisors, Inc. | History | Added to | 15,809 | 1,522 | 0.03% | 0.04% | 156 | +319 | 2.06% | Q2 2026 | Aug 03, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 14,700 | 1,415 | 0.57% | 0.6% | 157 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| St. Clair Advisors, LLC | History | Reduced | 14,602 | 1,406 | 0.36% | 0.37% | 158 | -1,062 | -6.78% | Q2 2026 | Jul 06, 2026 |
| Vise Technologies, Inc. | History | Added to | 14,554 | 1,401 | 0.02% | 0.02% | 159 | +558 | 3.99% | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 14,529 | 1,399 | 0.0% | 0.0% | 160 | -2,227 | -13.29% | Q2 2026 | Aug 14, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | Reduced | 14,495 | 1,396 | 1.25% | 1.31% | 161 | -689 | -4.54% | Q2 2026 | Jul 09, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 14,404 | 1,387 | 0.07% | 0.07% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 14,178 | 1,365 | 0.02% | 0.02% | 163 | +13 | 0.09% | Q2 2026 | Aug 05, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 13,992 | 1,347 | 0.19% | 0.2% | 164 | +40 | 0.29% | Q2 2026 | Jul 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 13,974 | 1,345 | 0.11% | 0.11% | 165 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SMI Advisory Services, LLC | History | Added to | 13,571 | 1,321 | 0.21% | 0.05% | 166 | +10,242 | 307.66% | Q2 2026 | Jul 09, 2026 |
| Platform Technology Partners | History | No change | 13,597 | 1,309 | 0.21% | 0.23% | 167 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 13,553 | 1,305 | 0.13% | 0.16% | 168 | -3,010 | -18.17% | Q2 2026 | Jul 22, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 13,358 | 1,286 | 0.17% | 0.18% | 169 | -284 | -2.08% | Q2 2026 | Jul 24, 2026 |
| TigerOak Management, L.L.C. | History | No change | 13,325 | 1,283 | 0.36% | 0.37% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 13,131 | 1,264 | 0.11% | 0.12% | 171 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 13,070 | 1,258 | 0.03% | 0.06% | 172 | -14,186 | -52.05% | Q2 2026 | Jul 29, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 13,002 | 1,252 | 0.03% | 0.03% | 173 | +22 | 0.17% | Q2 2026 | Jul 28, 2026 |
| Imprint Wealth LLC | History | Added to | 12,855 | 1,238 | 5.03% | 3.19% | 174 | +5,022 | 64.11% | Q2 2026 | Aug 14, 2026 |
| Rodgers Brothers Inc. | History | No change | 12,733 | 1,226 | 0.12% | 0.13% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | Added to | 12,512 | 1,205 | 0.01% | 0.01% | 176 | +46 | 0.37% | Q2 2026 | Jul 28, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 12,150 | 1,170 | 0.03% | 0.01% | 177 | +8,460 | 229.27% | Q2 2026 | Jul 31, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 12,127 | 1,168 | 0.01% | 0.01% | 178 | +628 | 5.46% | Q2 2026 | Sep 08, 2026 |
| Operose Advisors LLC | History | No change | 11,700 | 1,126 | 0.22% | 0.24% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 11,503 | 1,107 | 0.07% | 0.08% | 180 | +203 | 1.8% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 11,470 | 1,104 | 0.03% | — | 181 | +11,467 | 382233.33% | Q2 2026 | Aug 11, 2026 |
| MCF Advisors LLC | History | No change | 11,453 | 1,103 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 11,300 | 1,088 | 0.15% | 0.14% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 11,293 | 1,087 | 0.03% | 0.03% | 184 | +764 | 7.26% | Q2 2026 | Jul 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 11,021 | 1,061 | 0.0% | 0.0% | 185 | +970 | 9.65% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,911 | 1,050 | 0.01% | 0.01% | 186 | +1,475 | 15.63% | Q2 2026 | Aug 04, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 10,899 | 1,049 | 0.04% | 0.04% | 187 | +1,354 | 14.19% | Q2 2026 | Aug 05, 2026 |
| CWM, LLC | History | No change | 11,630 | 1,038 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BANTAMAC CAPITAL, LLC | History | Added to | 10,688 | 1,029 | 0.53% | 0.5% | 189 | +194 | 1.85% | Q2 2026 | Aug 10, 2026 |
| Hilltop Partners LLC | History | No change | 10,686 | 1,029 | 0.25% | 0.24% | 190 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 10,063 | 985 | 0.1% | 0.12% | 191 | -1,818 | -15.3% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 10,078 | 970 | 0.0% | 0.01% | 192 | -8,216 | -44.91% | Q2 2026 | Aug 12, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 10,000 | 963 | 0.62% | 0.66% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Well Done, LLC | History | Reduced | 9,954 | 958 | 0.13% | 0.13% | 194 | -160 | -1.58% | Q2 2026 | Jul 24, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 9,931 | 956 | 0.06% | 0.04% | 195 | -905 | -8.35% | Q2 2026 | Aug 04, 2026 |
| Eagle Strategies LLC | History | Added to | 9,831 | 946 | 0.09% | 0.05% | 197 | +5,352 | 119.49% | Q2 2026 | Jul 21, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 9,829 | 946 | 0.06% | 0.05% | 196 | +1,797 | 22.37% | Q2 2026 | Jul 21, 2026 |
| Western Wealth Management, LLC | History | Reduced | 9,562 | 920 | 0.03% | 0.03% | 199 | -93 | -0.96% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,558 | 920 | 0.01% | 0.01% | 198 | +10 | 0.1% | Q2 2026 | Jul 20, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 9,402 | 905 | 0.01% | 0.01% | 200 | -19 | -0.2% | Q2 2026 | Jul 22, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 9,319 | 898 | 0.04% | 0.05% | 201 | -395 | -4.07% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | Added to | 9,284 | 894 | 0.0% | 0.0% | 202 | +2,624 | 39.4% | Q2 2026 | Aug 03, 2026 |
| PFG Investments, LLC | History | Added to | 9,276 | 893 | 0.03% | 0.04% | 203 | +29 | 0.31% | Q2 2026 | Jul 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 9,256 | 891 | 0.0% | 0.0% | 204 | +2,791 | 43.17% | Q2 2026 | Aug 13, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 9,240 | 889 | 0.19% | 0.23% | 205 | -1,600 | -14.76% | Q2 2026 | Jul 29, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 9,218 | 887 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 626 Financial, LLC | History | Added to | 9,005 | 867 | 0.34% | 0.36% | 207 | +23 | 0.26% | Q2 2026 | Jul 27, 2026 |
| BROWN ADVISORY INC | History | Added to | 8,993 | 866 | 0.0% | 0.0% | 208 | +1,096 | 13.88% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 8,965 | 863 | 0.01% | 0.0% | 209 | +5,357 | 148.48% | Q2 2026 | Aug 07, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 8,696 | 837 | 0.04% | 0.05% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M&T BANK CORP | History | No change | 8,665 | 834 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 8,592 | 827 | 0.25% | 0.25% | 212 | +63 | 0.74% | Q2 2026 | Jul 24, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 8,558 | 824 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 8,527 | 821 | 0.1% | 0.1% | 214 | +18 | 0.21% | Q2 2026 | Jul 23, 2026 |
| NFSG Corp | History | Reduced | 8,495 | 818 | 0.1% | 0.13% | 215 | -641 | -7.02% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 8,460 | 814 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | No change | 8,360 | 805 | 0.05% | 0.05% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 8,234 | 793 | 0.05% | 0.05% | 218 | -5 | -0.06% | Q2 2026 | Jul 15, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | No change | 8,000 | 770 | 0.09% | 0.11% | 219 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RFG Advisory, LLC | History | Reduced | 7,938 | 764 | 0.01% | 0.01% | 220 | -329 | -3.98% | Q2 2026 | Jul 15, 2026 |
| Haverford Trust Co | History | No change | 7,802 | 751 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,766 | 748 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 7,733 | 744 | 0.02% | 0.02% | 223 | +36 | 0.47% | Q2 2026 | Aug 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 7,709 | 742 | 0.06% | 0.07% | 224 | +9 | 0.12% | Q2 2026 | Jul 28, 2026 |
| Live Oak Investment Partners | History | Added to | 7,685 | 740 | 0.4% | 0.39% | 225 | +321 | 4.36% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 7,670 | 738 | 0.0% | 0.0% | 226 | -662 | -7.95% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 7,668 | 738 | 0.09% | 0.09% | 227 | +87 | 1.15% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | Added to | 7,522 | 724 | 0.01% | 0.01% | 228 | +36 | 0.48% | Q2 2026 | Aug 11, 2026 |
| HBK Sorce Advisory LLC | History | No change | 7,212 | 723 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 7,481 | 720 | 0.14% | 0.18% | 230 | +14 | 0.19% | Q2 2026 | Jul 09, 2026 |
| Lutz Financial Services LLC | History | No change | 7,456 | 718 | 0.04% | 0.04% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 7,350 | 707 | 0.01% | 0.01% | 232 | -400 | -5.16% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | Reduced | 7,226 | 695 | 0.01% | 0.01% | 233 | -1,477 | -16.97% | Q2 2026 | Aug 12, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Added to | 7,186 | 692 | 0.13% | 0.13% | 234 | +3 | 0.04% | Q2 2026 | Jul 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 7,161 | 690 | 0.04% | 0.05% | 235 | -194 | -2.64% | Q2 2026 | Jul 22, 2026 |
| Team Hewins, LLC | History | No change | 7,128 | 686 | 0.19% | 0.19% | 236 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 7,085 | 682 | 0.47% | 0.53% | 237 | -180 | -2.48% | Q2 2026 | Jul 07, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | New | 6,885 | 663 | 0.04% | — | 238 | +6,885 | New | Q2 2026 | Aug 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 6,882 | 662 | 0.01% | 0.01% | 239 | -148 | -2.11% | Q2 2026 | Aug 06, 2026 |
| Modern Wealth Management, LLC | History | Added to | 6,836 | 658 | 0.01% | 0.01% | 240 | +1,736 | 34.04% | Q2 2026 | Aug 13, 2026 |
| Oak Barrel Wealth Advisory LLC | History | New | 6,744 | 649 | 0.29% | — | 241 | +6,744 | New | Q2 2026 | Aug 07, 2026 |
| SHP Wealth Management | History | Reduced | 6,719 | 647 | 0.04% | 0.05% | 242 | -70 | -1.03% | Q2 2026 | Aug 11, 2026 |
| Valmark Advisers, Inc. | History | No change | 6,707 | 646 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 6,580 | 643 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fiduciary Group, LLC | History | No change | 6,606 | 636 | 0.05% | 0.05% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 6,608 | 636 | 0.05% | 0.05% | 246 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Grandview Asset Management LLC | History | Reduced | 6,574 | 633 | 0.16% | 0.17% | 247 | -82 | -1.23% | Q2 2026 | Jul 24, 2026 |
| Orographic Financial Advisors, LLC | History | Added to | 6,165 | 623 | 0.41% | 0.39% | 248 | +20 | 0.33% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | Added to | 6,513 | 616 | 0.0% | 0.0% | 249 | +3,117 | 91.78% | Q2 2026 | Aug 10, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,393 | 615 | 0.01% | 0.01% | 250 | +5 | 0.08% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | New | 6,317 | 608 | 0.01% | — | 251 | +6,317 | New | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Reduced | 6,259 | 602 | 0.01% | 0.01% | 252 | -6,375 | -50.46% | Q2 2026 | Aug 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 6,178 | 595 | 0.01% | 0.01% | 253 | +113 | 1.86% | Q2 2026 | Jul 09, 2026 |
| Element Wealth, LLC | History | Reduced | 6,176 | 594 | 0.22% | 0.23% | 254 | -43 | -0.69% | Q2 2026 | Aug 14, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 6,131 | 590 | 0.17% | 0.17% | 255 | +56 | 0.92% | Q2 2026 | Jul 23, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 6,066 | 584 | 0.04% | 0.06% | 256 | -2,270 | -27.23% | Q2 2026 | Aug 14, 2026 |
| Powers Advisory Group, LLC | History | Added to | 5,962 | 574 | 0.18% | 0.19% | 257 | +29 | 0.49% | Q2 2026 | Jul 31, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,926 | 570 | 0.0% | 0.0% | 258 | +1,080 | 22.29% | Q2 2026 | Aug 12, 2026 |
| Impact Capital Partners LLC | History | No change | 5,834 | 561 | 0.15% | 0.16% | 259 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Henderson Brothers Financial Partners, LLC | History | Reduced | 5,822 | 560 | 0.27% | 0.26% | 260 | -5,768 | -49.77% | Q2 2026 | Aug 13, 2026 |
| LS Investment Advisors, LLC | History | No change | 5,800 | 558 | 0.08% | 0.08% | 261 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 5,754 | 554 | 0.28% | 0.31% | 263 | -501 | -8.01% | Q2 2026 | Aug 10, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 5,756 | 554 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 5,685 | 547 | 0.21% | 0.23% | 264 | -699 | -10.95% | Q2 2026 | Aug 10, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 5,664 | 545 | 0.05% | 0.05% | 265 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 5,621 | 541 | 0.07% | 0.31% | 266 | -13,624 | -70.79% | Q2 2026 | Aug 04, 2026 |
| Empirical Asset Management, LLC | History | No change | 5,506 | 530 | 0.12% | 0.13% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Trail Advisors, LLC | History | No change | 5,500 | 529 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 5,458 | 525 | 0.06% | 0.07% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 5,379 | 518 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 5,349 | 515 | 0.2% | 0.2% | 271 | +1 | 0.02% | Q2 2026 | Aug 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 5,245 | 505 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 5,182 | 499 | 0.01% | 0.01% | 274 | +2,289 | 79.12% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | Reduced | 5,185 | 499 | 0.0% | 0.0% | 273 | -623 | -10.73% | Q2 2026 | Aug 13, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 5,165 | 497 | 0.02% | 0.03% | 275 | -408 | -7.32% | Q2 2026 | Jul 24, 2026 |
| EQUITABLE TRUST CO | History | No change | 5,149 | 495 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 5,090 | 490 | 0.13% | 0.14% | 277 | +9 | 0.18% | Q2 2026 | Jul 30, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,083 | 489 | 0.01% | 0.01% | 279 | -6 | -0.12% | Q2 2026 | Jul 31, 2026 |
| NICOLET BANKSHARES INC | History | No change | 5,084 | 489 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SPINNAKER TRUST | History | No change | 4,980 | 479 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Marion Wealth Management | History | No change | 4,967 | 478 | 0.1% | 0.1% | 281 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 4,964 | 478 | 0.13% | 0.15% | 282 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 4,895 | 471 | 0.0% | 0.0% | 283 | +2,301 | 88.7% | Q2 2026 | Aug 19, 2026 |
| COURIER CAPITAL LLC | History | Added to | 4,891 | 471 | 0.02% | 0.02% | 284 | +24 | 0.49% | Q2 2026 | Jul 16, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 5,255 | 469 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,859 | 468 | 0.02% | 0.02% | 287 | -2,160 | -30.77% | Q2 2026 | Jul 24, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 4,867 | 468 | 0.01% | 0.02% | 286 | -1,173 | -19.42% | Q2 2026 | Jul 24, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 4,856 | 467 | 0.12% | 0.13% | 288 | -354 | -6.79% | Q2 2026 | Jul 20, 2026 |
| Lido Advisors, LLC | History | Reduced | 4,807 | 463 | 0.0% | 0.01% | 289 | -26,043 | -84.42% | Q2 2026 | Aug 07, 2026 |
| OneAscent Financial Services LLC | History | No change | 4,807 | 463 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Midwest Trust Co | History | No change | 4,809 | 463 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 4,802 | 462 | 0.01% | 0.01% | 292 | -277 | -5.45% | Q2 2026 | Aug 18, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 4,763 | 458 | 0.27% | 0.29% | 293 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Choate Investment Advisors | History | No change | 4,710 | 453 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 4,710 | 453 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rathbones Group PLC | History | No change | 4,700 | 452 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 4,661 | 449 | 0.04% | 0.04% | 297 | -34 | -0.72% | Q2 2026 | Aug 07, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 4,629 | 446 | 0.02% | 0.06% | 298 | -17,317 | -78.91% | Q2 2026 | Aug 14, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 4,614 | 444 | 0.01% | 0.01% | 299 | +22 | 0.48% | Q2 2026 | Aug 12, 2026 |
| Rockport Wealth LLC | History | No change | 4,590 | 442 | 0.07% | 0.07% | 300 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 4,565 | 439 | 0.01% | 0.01% | 301 | -425 | -8.52% | Q2 2026 | Jul 27, 2026 |
| UMB Bank, n.a. | History | No change | 4,446 | 428 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Performance Wealth Partners, LLC | History | No change | 4,400 | 423 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 4,012 | 407 | 0.02% | 0.03% | 304 | +23 | 0.58% | Q2 2026 | Aug 14, 2026 |
| GM Advisory Group, LLC | History | No change | 4,481 | 400 | 0.02% | 0.02% | 305 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Facet Wealth, Inc. | History | No change | 4,158 | 400 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 4,132 | 398 | 0.01% | 0.01% | 307 | +782 | 23.34% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 4,141 | 398 | 0.01% | 0.01% | 308 | +779 | 23.17% | Q2 2026 | Aug 10, 2026 |
| SpringVest Wealth Management LLC | History | No change | 4,125 | 397 | 0.25% | 0.25% | 309 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HUB Investment Partners, LLC | History | No change | 4,047 | 389 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Larson Financial Group LLC | History | Added to | 4,036 | 388 | 0.01% | 0.01% | 311 | +16 | 0.4% | Q2 2026 | Aug 14, 2026 |
| Code Waechter LLC | History | No change | 4,000 | 385 | 0.2% | 0.21% | 312 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 3,981 | 383 | 0.12% | 0.15% | 314 | -790 | -16.56% | Q2 2026 | Jul 14, 2026 |
| ROCKLAND TRUST CO | History | No change | 3,980 | 383 | 0.02% | 0.01% | 313 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 3,927 | 378 | 0.0% | 0.01% | 315 | -2,130 | -35.17% | Q2 2026 | Aug 03, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 3,907 | 376 | 0.06% | 0.06% | 316 | +358 | 10.09% | Q2 2026 | Jul 31, 2026 |
| JMG Financial Group, Ltd. | History | No change | 3,902 | 375 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 3,873 | 373 | 0.06% | 0.06% | 318 | -95 | -2.39% | Q2 2026 | Aug 04, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 3,862 | 372 | 0.05% | 0.05% | 319 | +5 | 0.13% | Q2 2026 | Aug 10, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 3,778 | 363 | 0.0% | — | 320 | +3,778 | New | Q2 2026 | Sep 23, 2026 |
| BURNS J W & CO INC/NY | History | No change | 3,750 | 361 | 0.04% | 0.04% | 321 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 3,744 | 360 | 0.01% | 0.02% | 322 | -1,796 | -32.42% | Q2 2026 | Aug 11, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 3,738 | 360 | 0.01% | 0.02% | 323 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CERTUITY, LLC | History | New | 3,717 | 358 | 0.02% | — | 324 | +3,717 | New | Q2 2026 | Jul 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 3,883 | 346 | 0.01% | 0.02% | 327 | +12 | 0.31% | Q2 2026 | Jul 09, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 3,595 | 346 | 0.03% | 0.04% | 325 | +2 | 0.06% | Q2 2026 | Jul 13, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 3,600 | 346 | 0.08% | 0.07% | 326 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Align Financial, LLC | History | No change | 3,595 | 346 | 0.17% | 0.18% | 328 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Boyer Financial Services, Inc. | History | New | 3,555 | 345 | 0.29% | — | 330 | +3,555 | New | Q2 2026 | Jul 17, 2026 |
| Rodgers & Associates, LTD | History | No change | 3,585 | 345 | 0.03% | 0.03% | 329 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 3,558 | 342 | 0.0% | — | 331 | +3,558 | New | Q2 2026 | Aug 11, 2026 |
| Wolfstich Capital, LLC | History | Reduced | 3,501 | 340 | 0.26% | 0.29% | 332 | -243 | -6.49% | Q2 2026 | Jul 24, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 3,429 | 330 | 0.06% | 0.06% | 333 | -94 | -2.67% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | New | 3,418 | 329 | 0.01% | — | 334 | +3,418 | New | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 3,398 | 327 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 3,309 | 318 | 0.0% | — | 336 | +3,309 | New | Q2 2026 | Aug 10, 2026 |
| Obermeyer Wealth Partners | History | No change | 3,286 | 316 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wick Capital Partners, LLC | History | No change | 3,281 | 316 | 0.05% | 0.05% | 338 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 3,274 | 315 | 0.01% | 0.01% | 339 | +627 | 23.69% | Q2 2026 | Aug 07, 2026 |
| Johnson Financial Group, Inc. | History | No change | 3,275 | 315 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 3,233 | 311 | 0.06% | 0.06% | 341 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3,224 | 310 | 0.01% | 0.01% | 342 | -17 | -0.52% | Q2 2026 | Jul 22, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 3,200 | 308 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Stonebrook Private Inc. | History | Added to | 3,186 | 306 | 0.06% | 0.06% | 345 | +2 | 0.06% | Q2 2026 | Aug 14, 2026 |
| Csenge Advisory Group | History | No change | 3,184 | 306 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 3,122 | 300 | 0.03% | 0.04% | 346 | -134 | -4.12% | Q2 2026 | Aug 10, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 3,078 | 296 | 0.01% | 0.01% | 348 | +15 | 0.49% | Q2 2026 | Aug 07, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 3,076 | 296 | 0.05% | 0.05% | 347 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 3,079 | 296 | 0.1% | 0.08% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fusion Capital, LLC | History | No change | 3,062 | 294 | 0.07% | 0.07% | 350 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 3,000 | 288 | 0.1% | 0.11% | 351 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Prospera Financial Services Inc | History | No change | 3,000 | 288 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PMG Wealth Management, Inc. | History | No change | 3,000 | 288 | 0.18% | 0.19% | 353 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aviance Capital Partners, LLC | History | No change | 2,972 | 286 | 0.03% | 0.03% | 354 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 2,924 | 281 | 0.08% | 0.09% | 355 | -89 | -2.95% | Q2 2026 | Aug 06, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | Added to | 2,917 | 280 | 0.11% | 0.12% | 356 | +14 | 0.48% | Q2 2026 | Jul 14, 2026 |
| MTM Investment Management, LLC | History | Reduced | 2,876 | 277 | 0.08% | 0.09% | 359 | -246 | -7.88% | Q2 2026 | Aug 03, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | No change | 2,874 | 277 | 0.02% | 0.02% | 357 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JGP Wealth Management, LLC | History | No change | 2,882 | 277 | 0.02% | 0.03% | 358 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 2,869 | 276 | 0.02% | 0.02% | 360 | +589 | 25.83% | Q2 2026 | Aug 14, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 2,824 | 272 | 0.1% | 0.1% | 361 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 2,820 | 271 | 0.0% | 0.0% | 362 | -504 | -15.16% | Q2 2026 | Aug 14, 2026 |
| MLP3, LLC | History | No change | 3,023 | 270 | 0.3% | 0.3% | 363 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,801 | 269 | 0.0% | 0.0% | 364 | +198 | 7.61% | Q2 2026 | Aug 18, 2026 |
| BENJAMIN EDWARDS INC | History | New | 2,749 | 264 | 0.0% | — | 367 | +2,749 | New | Q2 2026 | Jul 24, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 2,749 | 264 | 0.06% | 0.06% | 366 | +40 | 1.48% | Q2 2026 | Aug 03, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 2,750 | 264 | 0.0% | 0.01% | 365 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,732 | 263 | 0.0% | 0.0% | 368 | -6,191 | -69.38% | Q2 2026 | Aug 13, 2026 |
| Pullen Investment Management, LLC | History | No change | 2,722 | 262 | 0.12% | 0.12% | 369 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 2,725 | 262 | 0.15% | 0.16% | 370 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Northern Capital Management, Inc. | History | No change | 2,714 | 261 | 0.11% | 0.12% | 371 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Garde Capital, Inc. | History | No change | 2,700 | 260 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFP Advisors, Inc | History | Added to | 2,681 | 258 | 0.0% | 0.0% | 373 | +544 | 25.46% | Q2 2026 | Jul 20, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 2,654 | 255 | 0.14% | 0.16% | 374 | -12 | -0.45% | Q2 2026 | Jul 13, 2026 |
| SMITH, MOORE & CO. | History | No change | 2,630 | 253 | 0.02% | 0.02% | 375 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRADY FAMILY WEALTH, LLC | History | No change | 2,617 | 252 | 0.07% | 0.07% | 376 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Diversify Advisory Services, LLC | History | New | 2,552 | 251 | 0.0% | — | 377 | +2,552 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,552 | 251 | 0.0% | — | 378 | +2,552 | New | Q2 2026 | Jul 29, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,576 | 248 | 0.02% | 0.02% | 379 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 2,561 | 246 | 0.07% | 0.08% | 380 | -68 | -2.59% | Q2 2026 | Jul 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 2,535 | 244 | 0.01% | 0.01% | 381 | -93 | -3.54% | Q2 2026 | Jul 17, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 2,534 | 244 | 0.04% | 0.04% | 383 | +3 | 0.12% | Q2 2026 | Aug 14, 2026 |
| Stone House Investment Management, LLC | History | No change | 2,540 | 244 | 0.03% | 0.04% | 382 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fiera Capital Corp | History | No change | 2,493 | 240 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Weaver Consulting Group | History | Reduced | 2,474 | 238 | 0.05% | 0.06% | 385 | -150 | -5.72% | Q2 2026 | Jul 29, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 2,440 | 235 | 0.02% | 0.02% | 386 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 2,439 | 234 | 0.02% | 0.12% | 387 | -15,451 | -86.37% | Q2 2026 | Jul 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,424 | 233 | 0.01% | 0.0% | 388 | +1,984 | 450.91% | Q2 2026 | Jul 23, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 2,408 | 231 | 0.04% | 0.05% | 389 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DAVENPORT & Co LLC | History | Added to | 2,329 | 224 | 0.0% | 0.0% | 390 | +21 | 0.91% | Q2 2026 | Jul 13, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 2,309 | 222 | 0.02% | — | 391 | +2,309 | New | Q2 2026 | Jul 09, 2026 |
| GEM Asset Management, LLC | History | No change | 2,285 | 220 | 0.09% | 0.09% | 392 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 2,277 | 219 | 0.01% | — | 394 | +2,277 | New | Q2 2026 | Jul 14, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 2,275 | 219 | 0.02% | 0.02% | 393 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VICUS CAPITAL | History | Reduced | 2,256 | 217 | 0.01% | 0.02% | 396 | -749 | -24.93% | Q2 2026 | Aug 05, 2026 |
| COFG Advisors, LLC | History | Added to | 2,260 | 217 | 0.04% | 0.05% | 397 | +11 | 0.49% | Q2 2026 | Aug 14, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 2,248 | 217 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Krane Financial Solutions LLC | History | New | 2,227 | 214 | 0.13% | — | 398 | +2,227 | New | Q2 2026 | Aug 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 2,211 | 212 | 0.0% | 0.0% | 399 | -155 | -6.55% | Q2 2026 | Jul 15, 2026 |
| Bill Few Associates, Inc. | History | New | 2,190 | 210 | 0.04% | — | 401 | +2,190 | New | Q2 2026 | Jul 07, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | New | 2,182 | 210 | 0.03% | — | 402 | +2,182 | New | Q2 2026 | Jul 21, 2026 |
| Dana Investment Advisors, Inc. | History | New | 2,181 | 210 | 0.01% | — | 400 | +2,181 | New | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 2,168 | 208 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,019 | 194 | 0.0% | 0.0% | 404 | +1,744 | 634.18% | Q2 2026 | Aug 13, 2026 |
| Roble, Belko & Company, Inc | History | No change | 2,000 | 193 | 0.02% | 0.02% | 405 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BKM Wealth Management, LLC | History | New | 2,000 | 192 | 0.07% | — | 406 | +2,000 | New | Q2 2026 | Jul 29, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,878 | 180 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 1,789 | 172 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Vanguard National Trust Co | History | No change | 1,721 | 165 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,686 | 162 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,592 | 153 | 0.0% | 0.0% | 411 | -213 | -11.8% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | New | 1,549 | 149 | 0.01% | — | 413 | +1,549 | New | Q2 2026 | Jul 02, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 1,550 | 149 | 0.04% | 0.04% | 412 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | No change | 1,544 | 148 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1,465 | 141 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allworth Financial LP | History | Added to | 1,401 | 134 | 0.0% | 0.0% | 416 | +544 | 63.48% | Q2 2026 | Aug 11, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1,367 | 131 | 0.06% | 0.06% | 417 | -70 | -4.87% | Q2 2026 | Jul 01, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 1,310 | 126 | 0.0% | 0.0% | 418 | +547 | 71.69% | Q2 2026 | Jul 28, 2026 |
| CVA Family Office, LLC | History | Reduced | 1,311 | 126 | 0.01% | 0.01% | 419 | -115 | -8.06% | Q2 2026 | Aug 07, 2026 |
| Frankly Finances, LLC | History | No change | 1,290 | 124 | 0.1% | 0.1% | 420 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 1,245 | 120 | 0.03% | 0.03% | 421 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,200 | 115 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,161 | 111 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| City State Bank | History | No change | 1,110 | 106 | 0.02% | 0.03% | 424 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 996 | 95 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cheviot Value Management, LLC | History | No change | 974 | 93 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Trust, LLC | History | Reduced | 952 | 91 | 0.01% | 0.02% | 427 | -151 | -13.69% | Q2 2026 | Aug 06, 2026 |
| Costello Asset Management, INC | History | Reduced | 928 | 89 | 0.03% | 0.08% | 428 | -1,718 | -64.93% | Q2 2026 | Jul 28, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 900 | 86 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 370 | 82 | 0.01% | 0.08% | 430 | -12,340 | -97.09% | Q2 2026 | Jul 28, 2026 |
| AlphaCore Capital LLC | History | Reduced | 830 | 79 | 0.0% | 0.0% | 431 | -500 | -37.59% | Q2 2026 | Aug 06, 2026 |
| Bank of New Hampshire | History | No change | 810 | 78 | 0.02% | 0.02% | 432 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VANGUARD ADVISERS INC | History | No change | 801 | 77 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lodestone Wealth Management LLC | History | No change | 772 | 74 | 0.03% | 0.03% | 434 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 741 | 71 | 0.0% | — | 435 | +741 | New | Q2 2026 | Aug 13, 2026 |
| Glassman Wealth Services | History | New | 741 | 71 | 0.01% | — | 436 | +741 | New | Q2 2026 | Aug 05, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 739 | 71 | 0.03% | — | 437 | +739 | New | Q2 2026 | Aug 07, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 728 | 70 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TD Waterhouse Canada Inc. | History | New | 700 | 67 | 0.0% | — | 439 | +700 | New | Q2 2026 | Jul 27, 2026 |
| RMG Wealth Management LLC | History | New | 659 | 66 | 0.01% | — | 440 | +659 | New | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | New | 680 | 65 | 0.0% | — | 442 | +680 | New | Q2 2026 | Jul 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 681 | 65 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 636 | 61 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Coastline Trust Co | History | No change | 600 | 57 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 553 | 53 | 0.0% | 0.02% | 445 | -2,577 | -82.33% | Q2 2026 | Sep 04, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 517 | 49 | 0.0% | 0.0% | 446 | -76 | -12.82% | Q2 2026 | Aug 06, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 505 | 48 | 0.04% | 0.04% | 448 | +2 | 0.4% | Q2 2026 | Jul 22, 2026 |
| Fortis Group Advisors, LLC | History | No change | 500 | 48 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EASTERN BANK | History | New | 458 | 44 | 0.0% | — | 449 | +458 | New | Q2 2026 | Jul 01, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 445 | 42 | 0.02% | 0.03% | 450 | +3 | 0.68% | Q2 2026 | Aug 10, 2026 |
| TSFG, LLC | History | Added to | 418 | 40 | 0.01% | 0.01% | 451 | +2 | 0.48% | Q2 2026 | Jul 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 410 | 39 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Golden State Wealth Management, LLC | History | No change | 400 | 38 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Regatta Research & Money Management | History | New | 378 | 36 | 0.03% | — | 454 | +378 | New | Q2 2026 | Aug 11, 2026 |
| Longview Financial Advisors LLC | History | No change | 348 | 33 | 0.02% | 0.02% | 455 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 320 | 31 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIRST HORIZON CORP | History | Reduced | 307 | 29 | 0.0% | 0.0% | 457 | -363 | -54.18% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Planning Group LLC | History | No change | 297 | 29 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 294 | 28 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dunhill Financial, LLC | History | No change | 293 | 28 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 280 | 26 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 268 | 25 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PlanVest Financial, Inc | History | No change | 266 | 25 | 0.02% | 0.02% | 463 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUST CO OF VERMONT | History | New | 246 | 23 | 0.0% | — | 464 | +246 | New | Q2 2026 | Aug 07, 2026 |
| GGM Financial LLC | History | Reduced | 235 | 22 | 0.01% | 0.01% | 465 | -104 | -30.68% | Q2 2026 | Jul 23, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 219 | 21 | 0.01% | 0.01% | 466 | +1 | 0.46% | Q2 2026 | Jul 21, 2026 |
| MidFirst Bank | History | No change | 200 | 19 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 190 | 18 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sunbelt Securities, Inc. | History | No change | 198 | 17 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | No change | 182 | 17 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IMA Advisory Services, Inc. | History | No change | 171 | 16 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Colonial Trust Co / SC | History | No change | 164 | 15 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JNBA Financial Advisors | History | Reduced | 150 | 14 | 0.0% | 0.0% | 473 | -23 | -13.29% | Q2 2026 | Jul 23, 2026 |
| BESSEMER GROUP INC | History | New | 133 | 13 | 0.0% | — | 474 | +133 | New | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 130 | 12 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 86 | 8 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| American Capital Advisory, LLC | History | No change | 86 | 8 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 75 | 7 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 80 | 7 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 50 | 4 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Asset Dedication, LLC | History | No change | 44 | 4 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 12 | 1 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Coston, McIsaac & Partners | History | No change | 17 | 1 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Perspectives, Inc | History | No change | 16 | 1 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RHUMBLINE ADVISERS | History | Closed out | 0 | 0 | — | 0.0% | — | -11,352 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Burk Holdings LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -10,800 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,641 | -100.0% | Q2 2026 | Aug 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,200 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,592 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TFO Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,716 | -100.0% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -2,633 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.05% | — | -2,625 | -100.0% | Q2 2026 | Jul 10, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,480 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Advisors Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,424 | -100.0% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,298 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Bridgewater Advisors Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,112 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,700 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -109 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Mosley Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |