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 | No change | 4,105,997 | 395,489 | 0.09% | 0.09% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,485,235 | 335,697 | 0.17% | 0.17% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 2,938,251 | 283,012 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 2,612,755 | 251,660 | 0.26% | 0.26% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,439,830 | 235,016 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 1,476,721 | 142,237 | 2.25% | 2.25% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Reduced | 1,323,478 | 128,642 | 0.07% | 0.08% | 7 | -15,614 | -1.17% | Q3 2026 | Nov 02, 2026 |
| UBS Group AG | History | No change | 1,315,387 | 126,698 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trilogy Capital Inc. | History | Added to | 1,202,198 | 116,853 | 4.49% | 4.47% | 9 | +5,552 | 0.46% | Q3 2026 | Oct 20, 2026 |
| Cetera Investment Advisers | History | No change | 1,094,640 | 105,435 | 0.1% | 0.1% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Evercore Wealth Management, LLC | History | No change | 1,035,464 | 99,735 | 1.41% | 1.41% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,034,935 | 99,684 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 942,613 | 90,792 | 0.86% | 0.86% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 805,255 | 77,562 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 784,125 | 75,526 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 640,994 | 61,740 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waterway Wealth Management, LLC | History | Added to | 663,444 | 58,031 | 10.99% | 11.59% | 17 | +7,747 | 1.18% | Q3 2026 | Oct 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 517,478 | 49,845 | 0.06% | 0.06% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 460,179 | 44,324 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLG LLC | History | Reduced | 442,636 | 43,024 | 8.95% | 9.74% | 20 | -18,038 | -3.92% | Q3 2026 | Oct 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 418,845 | 40,711 | 0.05% | 0.07% | 21 | -172,992 | -29.23% | Q3 2026 | Nov 02, 2026 |
| IAG Wealth Partners, LLC | History | No change | 402,998 | 38,816 | 3.84% | 3.84% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lee, Kelleher & Klein Wealth Management | History | Added to | 391,195 | 38,024 | 19.56% | 19.21% | 23 | +9,894 | 2.59% | Q3 2026 | Oct 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 365,052 | 35,483 | 0.08% | 0.08% | 24 | -2,946 | -0.8% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 352,850 | 33,986 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 340,936 | 32,838 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 332,651 | 32,040 | 0.15% | 0.15% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LRI Investments, LLC | History | No change | 330,573 | 31,840 | 2.56% | 2.56% | 28 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIDELIS iM, LLC | History | Added to | 313,206 | 30,443 | 10.07% | 8.62% | 29 | +50,858 | 19.39% | Q3 2026 | Oct 16, 2026 |
| Fox Financial, Inc | History | Reduced | 306,152 | 29,757 | 21.27% | 20.92% | 30 | -5,759 | -1.85% | Q3 2026 | Oct 29, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 308,583 | 29,722 | 0.3% | 0.3% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 296,659 | 28,835 | 0.08% | 0.07% | 32 | +81,732 | 38.03% | Q3 2026 | Nov 02, 2026 |
| Baird Financial Group, Inc. | History | No change | 285,646 | 27,513 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 273,554 | 26,348 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 263,948 | 25,419 | 8.76% | 8.76% | 35 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Fairway Wealth LLC | History | Reduced | 252,671 | 24,559 | 5.31% | 5.78% | 36 | -9,716 | -3.7% | Q3 2026 | Oct 30, 2026 |
| Odyssey Group, LLC | History | No change | 247,638 | 23,852 | 6.46% | 6.46% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 228,915 | 22,049 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MAI Capital Management | History | No change | 227,252 | 21,888 | 0.08% | 0.08% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 214,976 | 20,706 | 0.1% | 0.1% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 208,035 | 20,221 | 0.11% | 0.11% | 41 | -1,536 | -0.73% | Q3 2026 | Oct 27, 2026 |
| HighTower Advisors, LLC | History | No change | 201,344 | 19,393 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 198,715 | 19,315 | 2.01% | 1.98% | 43 | +635 | 0.32% | Q3 2026 | Oct 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 193,388 | 18,627 | 0.1% | 0.1% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 192,864 | 18,576 | 1.19% | 1.19% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 177,046 | 17,079 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| truNorth Financial Services, Inc. | History | No change | 150,248 | 14,471 | 12.96% | 12.96% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 135,878 | 13,087 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 126,909 | 12,533 | 0.02% | 0.02% | 49 | +7,979 | 6.71% | Q3 2026 | Oct 13, 2026 |
| United Advisor Group, LLC | History | Added to | 125,281 | 12,177 | 1.16% | 1.27% | 50 | +441 | 0.35% | Q3 2026 | Nov 02, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 124,911 | 12,141 | 2.83% | 2.76% | 51 | +1,901 | 1.55% | Q3 2026 | Oct 29, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 118,277 | 11,496 | 6.72% | 6.4% | 52 | +8,330 | 7.58% | Q3 2026 | Oct 16, 2026 |
| Arkadios Wealth Advisors | History | No change | 114,201 | 10,999 | 0.17% | 0.17% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CX Institutional | History | Added to | 111,877 | 10,874 | 0.29% | 0.29% | 54 | +6,007 | 5.67% | Q3 2026 | Oct 02, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 110,430 | 10,636 | 0.71% | 0.71% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASPIRIANT, LLC | History | Reduced | 108,829 | 10,578 | 0.26% | 0.3% | 56 | -17,336 | -13.74% | Q3 2026 | Oct 16, 2026 |
| Equitable Holdings, Inc. | History | No change | 108,318 | 10,433 | 0.06% | 0.06% | 57 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 107,012 | 10,307 | 0.57% | 0.57% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Key FInancial Inc | History | Reduced | 92,954 | 9,035 | 1.47% | 1.51% | 59 | -3,061 | -3.19% | Q3 2026 | Nov 02, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 91,319 | 8,876 | 1.63% | 1.6% | 60 | -474 | -0.52% | Q3 2026 | Oct 15, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 89,149 | 8,586 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 80,603 | 7,834 | 0.39% | 0.05% | 62 | +72,369 | 878.9% | Q3 2026 | Oct 21, 2026 |
| One Wealth Map LLC | History | No change | 76,725 | 7,506 | 3.41% | 3.41% | 63 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 76,990 | 7,483 | 1.54% | 1.42% | 64 | +8,571 | 12.53% | Q3 2026 | Oct 16, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 69,177 | 6,724 | 0.01% | 0.01% | 65 | -1,852 | -2.61% | Q3 2026 | Oct 30, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 69,532 | 6,697 | 0.4% | 0.4% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 67,931 | 6,543 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 66,047 | 6,419 | 0.34% | 0.3% | 68 | +7,030 | 11.91% | Q3 2026 | Oct 29, 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 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 62,554 | 6,080 | 0.33% | 0.34% | 70 | +13 | 0.02% | Q3 2026 | Oct 13, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 61,735 | 5,946 | 0.76% | 0.76% | 71 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 60,199 | 5,851 | 0.06% | 0.07% | 72 | -5,126 | -7.85% | Q3 2026 | Oct 30, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 58,944 | 5,729 | 0.54% | 0.56% | 73 | -3,765 | -6.0% | Q3 2026 | Oct 08, 2026 |
| Advisors Preferred, LLC | History | No change | 58,381 | 5,671 | 0.88% | 0.88% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 58,306 | 5,616 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 58,298 | 5,615 | 0.18% | 0.18% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 57,760 | 5,563 | 0.11% | 0.11% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 56,893 | 5,479 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 56,326 | 5,425 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 54,451 | 5,292 | 1.15% | 1.12% | 80 | +2,629 | 5.07% | Q3 2026 | Nov 03, 2026 |
| Sigma Planning Corp | History | Reduced | 53,936 | 5,242 | 0.13% | 0.13% | 81 | -328 | -0.6% | Q3 2026 | Oct 23, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 52,732 | 5,125 | 1.49% | 1.49% | 82 | +553 | 1.06% | Q3 2026 | Oct 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 52,714 | 5,077 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 51,840 | 5,038 | 0.19% | 0.2% | 84 | +377 | 0.73% | Q3 2026 | Oct 23, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 51,655 | 4,975 | 0.36% | 0.36% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Circle Wealth Management, LLC | History | No change | 49,376 | 4,755 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stenger Family Office, LLC | History | Reduced | 47,499 | 4,724 | 0.65% | 0.77% | 87 | -2,511 | -5.02% | Q3 2026 | Oct 22, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 46,042 | 4,474 | 0.24% | 0.08% | 88 | +22,476 | 95.37% | Q3 2026 | Nov 03, 2026 |
| Cerity Partners LLC | History | No change | 46,204 | 4,450 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 45,507 | 4,383 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 44,692 | 4,344 | 0.21% | 0.1% | 91 | +23,678 | 112.68% | Q3 2026 | Oct 15, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 44,549 | 4,330 | 2.61% | 2.87% | 92 | -3,420 | -7.13% | Q3 2026 | Nov 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 44,479 | 4,323 | 0.03% | 0.1% | 93 | -73,192 | -62.2% | Q3 2026 | Oct 16, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 43,286 | 4,207 | 0.35% | 0.35% | 94 | +5 | 0.01% | Q3 2026 | Oct 23, 2026 |
| IFG Advisory, LLC | History | No change | 43,412 | 4,181 | 0.15% | 0.15% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 43,003 | 4,142 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Linscomb Wealth, Inc. | History | No change | 42,205 | 4,065 | 0.18% | 0.18% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FMR LLC | History | No change | 41,899 | 4,035 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 41,294 | 3,977 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 41,137 | 3,962 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | Reduced | 39,667 | 3,855 | 0.01% | 0.01% | 101 | -1,799 | -4.34% | Q3 2026 | Oct 21, 2026 |
| Avant Capital LLC | History | No change | 38,502 | 3,708 | 2.32% | 2.32% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Link Financial Advisors, LLC | History | No change | 38,123 | 3,705 | 0.21% | 0.21% | 103 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Waverly Advisors, LLC | History | No change | 37,381 | 3,600 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Financial Partners LLC | History | No change | 36,050 | 3,597 | 1.17% | 1.2% | 105 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | Added to | 36,183 | 3,516 | 1.8% | 1.71% | 106 | +1,820 | 5.3% | Q3 2026 | Oct 08, 2026 |
| MATHER GROUP, LLC. | History | No change | 32,075 | 3,117 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Mariner, LLC | History | No change | 32,088 | 3,090 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 31,295 | 3,041 | 0.01% | 0.01% | 109 | -50 | -0.16% | Q3 2026 | Nov 04, 2026 |
| CRA Financial Services, LLC | History | Added to | 31,158 | 3,028 | 0.33% | 0.35% | 110 | +17 | 0.05% | Q3 2026 | Oct 16, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 31,359 | 3,020 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 30,996 | 2,972 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 29,860 | 2,902 | 0.05% | 0.04% | 113 | -4,882 | -14.05% | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 29,009 | 2,819 | 0.08% | 0.08% | 114 | +1,361 | 4.92% | Q3 2026 | Oct 08, 2026 |
| Lido Advisors, LLC | History | Added to | 28,291 | 2,750 | 0.01% | 0.0% | 115 | +23,484 | 488.54% | Q3 2026 | Nov 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 28,552 | 2,750 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 28,492 | 2,744 | 0.36% | 0.36% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vise Technologies, Inc. | History | Added to | 27,186 | 2,642 | 0.02% | 0.02% | 118 | +12,632 | 86.79% | Q3 2026 | Oct 28, 2026 |
| PFG Advisors | History | Reduced | 25,953 | 2,522 | 0.13% | 0.13% | 119 | -1,438 | -5.25% | Q3 2026 | Oct 15, 2026 |
| CITIGROUP INC | History | Added to | 25,842 | 2,511 | 0.0% | 0.0% | 120 | +142 | 0.55% | Q3 2026 | Nov 04, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 24,912 | 2,485 | 0.05% | 0.05% | 121 | -457 | -1.8% | Q3 2026 | Oct 26, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 25,753 | 2,480 | 0.1% | 0.1% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allen Capital Group, LLC | History | Reduced | 23,779 | 2,311 | 0.19% | 0.21% | 123 | -3,021 | -11.27% | Q3 2026 | Oct 27, 2026 |
| Team Financial Group, LLC | History | Reduced | 22,233 | 2,161 | 0.85% | 0.93% | 124 | -414 | -1.83% | Q3 2026 | Oct 30, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 22,093 | 2,147 | 0.25% | 0.25% | 125 | -40 | -0.18% | Q3 2026 | Oct 21, 2026 |
| Waterloo Capital, L.P. | History | No change | 22,288 | 2,146 | 0.12% | 0.12% | 126 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 22,040 | 2,142 | 0.71% | 0.71% | 127 | +10 | 0.05% | Q3 2026 | Oct 19, 2026 |
| Hilltop Holdings Inc. | History | No change | 22,101 | 2,128 | 0.17% | 0.17% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 21,767 | 2,096 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 20,969 | 2,038 | 0.14% | 0.15% | 130 | -50 | -0.24% | Q3 2026 | Oct 20, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 20,719 | 2,013 | 0.02% | 0.02% | 131 | +2,329 | 12.66% | Q3 2026 | Oct 26, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 20,356 | 1,978 | 0.22% | 0.22% | 132 | +88 | 0.43% | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | No change | 20,499 | 1,974 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFC Planning, Inc. | History | No change | 20,364 | 1,961 | 0.08% | 0.08% | 134 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Wedmont Private Capital | History | No change | 19,616 | 1,937 | 0.05% | 0.05% | 135 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 20,100 | 1,936 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berger Financial Group, Inc | History | No change | 19,857 | 1,912 | 0.1% | 0.1% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 19,569 | 1,884 | 0.52% | 0.52% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSG Advisors LLC | History | Added to | 19,310 | 1,876 | 0.4% | 0.41% | 139 | +3 | 0.02% | Q3 2026 | Nov 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 18,683 | 1,799 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 18,477 | 1,795 | 0.45% | 0.47% | 141 | -578 | -3.03% | Q3 2026 | Oct 19, 2026 |
| Rothschild Wealth LLC | History | No change | 18,230 | 1,755 | 0.14% | 0.14% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KPP Advisory Services LLC | History | Reduced | 17,755 | 1,725 | 0.29% | 0.22% | 143 | -118 | -0.66% | Q3 2026 | Oct 26, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 17,581 | 1,708 | 0.33% | 0.35% | 144 | -606 | -3.33% | Q3 2026 | Oct 16, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 17,432 | 1,694 | 0.05% | 0.05% | 145 | +76 | 0.44% | Q3 2026 | Oct 27, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 17,457 | 1,681 | 0.41% | 0.41% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alta Wealth Advisors LLC | History | No change | 17,420 | 1,677 | 0.45% | 0.45% | 147 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BlackRock, Inc. | History | No change | 17,319 | 1,668 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 16,934 | 1,645 | 0.43% | 0.44% | 149 | +70 | 0.42% | Q3 2026 | Nov 04, 2026 |
| Arax Advisory Partners | History | No change | 16,870 | 1,624 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apollon Wealth Management, LLC | History | New | 16,666 | 1,619 | 0.02% | — | 152 | +16,666 | New | Q3 2026 | Oct 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 16,818 | 1,619 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | No change | 16,653 | 1,618 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| NORTHERN TRUST CORP | History | No change | 16,748 | 1,613 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 16,544 | 1,608 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Cascade Financial Partners, LLC | History | No change | 16,223 | 1,562 | 0.14% | 0.14% | 156 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tranquility Partners, LLC | History | Reduced | 15,746 | 1,530 | 0.53% | 0.53% | 157 | -274 | -1.71% | Q3 2026 | Oct 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 15,740 | 1,529 | 0.01% | 0.02% | 158 | -7,612 | -32.6% | Q3 2026 | Oct 08, 2026 |
| Savvy Advisors, Inc. | History | No change | 15,809 | 1,522 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Asset One Wealth Management LLC | History | Added to | 15,092 | 1,466 | 0.13% | 0.1% | 160 | +5,029 | 49.98% | Q3 2026 | Nov 02, 2026 |
| St. Clair Advisors, LLC | History | No change | 14,602 | 1,419 | 0.35% | 0.36% | 161 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 14,700 | 1,415 | 0.57% | 0.57% | 162 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 14,446 | 1,404 | 0.11% | 0.11% | 163 | +472 | 3.38% | Q3 2026 | Oct 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 14,529 | 1,399 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 14,495 | 1,396 | 1.25% | 1.25% | 165 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 14,404 | 1,387 | 0.07% | 0.07% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 14,120 | 1,372 | 0.02% | 0.02% | 167 | -58 | -0.41% | Q3 2026 | Nov 03, 2026 |
| G&S Capital LLC | History | Reduced | 13,752 | 1,336 | 0.39% | 0.45% | 168 | -2,524 | -15.51% | Q3 2026 | Oct 23, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 13,635 | 1,325 | 0.2% | 0.19% | 169 | -357 | -2.55% | Q3 2026 | Nov 03, 2026 |
| Platform Technology Partners | History | No change | 13,597 | 1,321 | 0.21% | 0.21% | 170 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 13,131 | 1,276 | 0.12% | 0.11% | 171 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| TigerOak Management, L.L.C. | History | Reduced | 13,123 | 1,275 | 0.33% | 0.36% | 172 | -202 | -1.52% | Q3 2026 | Oct 23, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 13,079 | 1,271 | 0.16% | 0.17% | 173 | -279 | -2.09% | Q3 2026 | Oct 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 12,927 | 1,256 | 0.03% | 0.03% | 174 | -143 | -1.09% | Q3 2026 | Nov 02, 2026 |
| Imprint Wealth LLC | History | No change | 12,855 | 1,238 | 5.03% | 5.03% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rodgers Brothers Inc. | History | No change | 12,733 | 1,226 | 0.12% | 0.12% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 12,154 | 1,181 | 0.12% | 0.13% | 177 | -1,399 | -10.32% | Q3 2026 | Nov 04, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 12,150 | 1,180 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Atria Investments, Inc | History | Reduced | 12,125 | 1,178 | 0.01% | 0.01% | 179 | -387 | -3.09% | Q3 2026 | Oct 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 12,127 | 1,168 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Operose Advisors LLC | History | No change | 11,700 | 1,126 | 0.22% | 0.22% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 11,457 | 1,113 | 0.07% | 0.07% | 183 | -46 | -0.4% | Q3 2026 | Nov 05, 2026 |
| MCF Advisors LLC | History | No change | 11,453 | 1,113 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 11,379 | 1,106 | 0.03% | 0.03% | 184 | -1,623 | -12.48% | Q3 2026 | Oct 22, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 11,470 | 1,104 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 11,300 | 1,088 | 0.15% | 0.15% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 11,111 | 1,079 | 0.71% | 0.62% | 187 | +1,111 | 11.11% | Q3 2026 | Oct 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 11,008 | 1,069 | 0.03% | 0.03% | 188 | -285 | -2.52% | Q3 2026 | Oct 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 11,021 | 1,061 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 10,911 | 1,050 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HighPoint Advisor Group LLC | History | No change | 10,899 | 1,049 | 0.04% | 0.04% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANTAMAC CAPITAL, LLC | History | No change | 10,688 | 1,029 | 0.53% | 0.53% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hilltop Partners LLC | History | No change | 10,686 | 1,029 | 0.25% | 0.25% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 10,229 | 994 | 0.07% | 0.06% | 194 | +400 | 4.07% | Q3 2026 | Oct 26, 2026 |
| NewEdge Advisors, LLC | History | No change | 10,078 | 970 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Well Done, LLC | History | No change | 9,954 | 967 | 0.13% | 0.13% | 196 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 9,931 | 956 | 0.06% | 0.06% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Eagle Strategies LLC | History | Reduced | 9,827 | 955 | 0.09% | 0.09% | 198 | -4 | -0.04% | Q3 2026 | Oct 16, 2026 |
| Merit Financial Group, LLC | History | No change | 9,558 | 920 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Western Wealth Management, LLC | History | No change | 9,562 | 920 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 9,402 | 913 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Kovack Advisors, Inc. | History | No change | 9,319 | 898 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 9,240 | 898 | 0.19% | 0.19% | 203 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| AE Wealth Management LLC | History | No change | 9,284 | 894 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PFG Investments, LLC | History | No change | 9,276 | 893 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quantinno Capital Management LP | History | No change | 9,256 | 891 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 9,218 | 887 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 626 Financial, LLC | History | Added to | 9,026 | 877 | 0.34% | 0.34% | 208 | +21 | 0.23% | Q3 2026 | Nov 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 8,992 | 874 | 0.01% | 0.01% | 209 | +27 | 0.3% | Q3 2026 | Oct 23, 2026 |
| BROWN ADVISORY INC | History | No change | 8,993 | 866 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 8,818 | 857 | 0.01% | 0.01% | 211 | +880 | 11.09% | Q3 2026 | Nov 03, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 8,764 | 851 | 0.1% | 0.09% | 212 | +764 | 9.55% | Q3 2026 | Oct 26, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 8,694 | 845 | 0.29% | 0.25% | 213 | +102 | 1.19% | Q3 2026 | Oct 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 8,696 | 837 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M&T BANK CORP | History | No change | 8,665 | 834 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 8,493 | 825 | 0.09% | 0.1% | 216 | -34 | -0.4% | Q3 2026 | Oct 09, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 8,558 | 824 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 8,460 | 814 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | No change | 8,360 | 805 | 0.05% | 0.05% | 219 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NFSG Corp | History | Reduced | 8,174 | 794 | 0.09% | 0.1% | 220 | -321 | -3.78% | Q3 2026 | Oct 15, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 7,720 | 770 | 0.01% | 0.0% | 221 | +5,168 | 202.51% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 7,720 | 770 | 0.01% | 0.0% | 222 | +5,168 | 202.51% | Q3 2026 | Oct 20, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 7,731 | 751 | 0.05% | 0.06% | 224 | +22 | 0.29% | Q3 2026 | Oct 29, 2026 |
| Haverford Trust Co | History | No change | 7,802 | 751 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,766 | 748 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IHT Wealth Management, LLC | History | No change | 7,733 | 744 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 7,670 | 738 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 7,668 | 738 | 0.09% | 0.09% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | Added to | 7,554 | 734 | 0.01% | 0.01% | 229 | +32 | 0.43% | Q3 2026 | Nov 03, 2026 |
| Live Oak Investment Partners | History | Reduced | 7,519 | 730 | 0.39% | 0.4% | 230 | -166 | -2.16% | Q3 2026 | Oct 23, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 7,486 | 727 | 0.13% | 0.14% | 231 | +5 | 0.07% | Q3 2026 | Oct 20, 2026 |
| HBK Sorce Advisory LLC | History | No change | 7,212 | 723 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lutz Financial Services LLC | History | No change | 7,456 | 718 | 0.04% | 0.04% | 233 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Wealth, LLC | History | No change | 7,350 | 707 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Added to | 7,188 | 698 | 0.14% | 0.13% | 235 | +2 | 0.03% | Q3 2026 | Oct 07, 2026 |
| Summit Financial, LLC | History | No change | 7,226 | 695 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Post Resch Tallon Group Inc. | History | No change | 7,085 | 688 | 0.47% | 0.47% | 237 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Team Hewins, LLC | History | No change | 7,128 | 686 | 0.19% | 0.19% | 238 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 6,990 | 679 | 0.01% | 0.01% | 239 | +812 | 13.14% | Q3 2026 | Oct 21, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 6,885 | 669 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 6,882 | 662 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Oak Barrel Wealth Advisory LLC | History | Added to | 6,773 | 658 | 0.28% | 0.29% | 243 | +29 | 0.43% | Q3 2026 | Nov 05, 2026 |
| Modern Wealth Management, LLC | History | No change | 6,836 | 658 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grandview Asset Management LLC | History | Added to | 6,663 | 647 | 0.18% | 0.16% | 244 | +89 | 1.35% | Q3 2026 | Oct 19, 2026 |
| SHP Wealth Management | History | No change | 6,719 | 647 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valmark Advisers, Inc. | History | No change | 6,707 | 646 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 6,580 | 643 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 6,608 | 642 | 0.05% | 0.05% | 248 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Fiduciary Group, LLC | History | No change | 6,606 | 636 | 0.05% | 0.05% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 6,452 | 627 | 0.02% | 0.01% | 250 | +1,585 | 32.57% | Q3 2026 | Oct 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,438 | 626 | 0.04% | 0.04% | 251 | -723 | -10.1% | Q3 2026 | Nov 02, 2026 |
| Orographic Financial Advisors, LLC | History | No change | 6,165 | 623 | 0.41% | 0.41% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,400 | 622 | 0.01% | 0.01% | 253 | +7 | 0.11% | Q3 2026 | Oct 22, 2026 |
| Savant Capital, LLC | History | No change | 6,513 | 616 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | Added to | 6,262 | 608 | 0.01% | 0.01% | 255 | +3 | 0.05% | Q3 2026 | Oct 28, 2026 |
| XTX Topco Ltd | History | No change | 6,317 | 608 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Element Wealth, LLC | History | No change | 6,176 | 594 | 0.22% | 0.22% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 6,066 | 584 | 0.04% | 0.04% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Powers Advisory Group, LLC | History | Added to | 5,988 | 582 | 0.18% | 0.18% | 259 | +26 | 0.44% | Q3 2026 | Oct 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,926 | 570 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Henderson Brothers Financial Partners, LLC | History | Added to | 5,848 | 568 | 0.21% | 0.27% | 261 | +26 | 0.45% | Q3 2026 | Nov 03, 2026 |
| Impact Capital Partners LLC | History | No change | 5,834 | 567 | 0.16% | 0.15% | 262 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| LS Investment Advisors, LLC | History | No change | 5,800 | 563 | 0.08% | 0.08% | 263 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 5,773 | 561 | 0.17% | 0.17% | 264 | -358 | -5.84% | Q3 2026 | Oct 14, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 5,754 | 554 | 0.28% | 0.28% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 5,656 | 549 | 0.01% | 0.01% | 266 | -100 | -1.74% | Q3 2026 | Oct 30, 2026 |
| Founders Financial Alliance, LLC | History | No change | 5,621 | 541 | 0.07% | 0.07% | 267 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 5,526 | 537 | 0.21% | 0.21% | 268 | -159 | -2.8% | Q3 2026 | Oct 27, 2026 |
| Empirical Asset Management, LLC | History | No change | 5,506 | 530 | 0.12% | 0.12% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Trail Advisors, LLC | History | No change | 5,500 | 529 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 5,407 | 525 | 0.09% | 0.06% | 272 | +1,500 | 38.39% | Q3 2026 | Oct 22, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 5,458 | 525 | 0.06% | 0.06% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 5,339 | 518 | 0.05% | 0.04% | 273 | +1,589 | 42.37% | Q3 2026 | Oct 20, 2026 |
| Heritage Wealth Management, Inc./Texas | History | No change | 5,349 | 515 | 0.2% | 0.2% | 274 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 5,218 | 507 | 0.01% | 0.01% | 275 | +135 | 2.66% | Q3 2026 | Oct 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 5,245 | 505 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 5,165 | 502 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 5,048 | 500 | 0.08% | 0.21% | 278 | -8,523 | -62.8% | Q3 2026 | Oct 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 5,185 | 499 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 5,182 | 499 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 5,130 | 498 | 0.02% | 0.02% | 281 | -249 | -4.63% | Q3 2026 | Nov 04, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 5,098 | 495 | 0.13% | 0.13% | 282 | +8 | 0.16% | Q3 2026 | Nov 04, 2026 |
| NICOLET BANKSHARES INC | History | No change | 5,084 | 489 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marion Wealth Management | History | No change | 4,967 | 482 | 0.09% | 0.1% | 284 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 4,964 | 482 | 0.13% | 0.13% | 285 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SPINNAKER TRUST | History | No change | 4,980 | 479 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COURIER CAPITAL LLC | History | Added to | 4,912 | 477 | 0.02% | 0.02% | 287 | +21 | 0.43% | Q3 2026 | Oct 19, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 4,859 | 472 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 4,856 | 472 | 0.11% | 0.12% | 289 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,895 | 471 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Facet Wealth, Inc. | History | Added to | 4,818 | 468 | 0.01% | 0.01% | 291 | +660 | 15.87% | Q3 2026 | Nov 04, 2026 |
| OneAscent Financial Services LLC | History | No change | 4,807 | 463 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 4,802 | 462 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 4,763 | 462 | 0.28% | 0.27% | 294 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Midwest Trust Co | History | Reduced | 4,753 | 461 | 0.01% | 0.01% | 295 | -56 | -1.16% | Q3 2026 | Oct 22, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 4,700 | 456 | 0.02% | 0.02% | 296 | -449 | -8.72% | Q3 2026 | Oct 13, 2026 |
| Choate Investment Advisors | History | No change | 4,710 | 453 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Salomon & Ludwin, LLC | History | No change | 4,661 | 453 | 0.04% | 0.04% | 298 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 4,710 | 453 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rathbones Group PLC | History | No change | 4,700 | 452 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 4,629 | 446 | 0.02% | 0.02% | 301 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockport Wealth LLC | History | No change | 4,590 | 446 | 0.08% | 0.07% | 302 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| NorthCoast Asset Management LLC | History | No change | 4,614 | 444 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Florida Trust Wealth Management Co | History | No change | 4,565 | 439 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UMB Bank, n.a. | History | No change | 4,446 | 428 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Willow Creek Wealth Management Inc. | History | No change | 4,386 | 426 | 0.03% | 0.03% | 306 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Performance Wealth Partners, LLC | History | No change | 4,400 | 423 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KINTRA WEALTH, LLC | History | No change | 4,012 | 407 | 0.02% | 0.02% | 308 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SpringVest Wealth Management LLC | History | No change | 4,125 | 400 | 0.24% | 0.25% | 309 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Mutual Advisors, LLC | History | No change | 4,132 | 398 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 4,141 | 398 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUB Investment Partners, LLC | History | No change | 4,047 | 393 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Larson Financial Group LLC | History | No change | 4,036 | 388 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Code Waechter LLC | History | No change | 4,000 | 388 | 0.18% | 0.2% | 314 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ROCKLAND TRUST CO | History | No change | 3,980 | 386 | 0.01% | 0.02% | 315 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 3,981 | 386 | 0.12% | 0.12% | 316 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Modera Wealth Management, LLC | History | No change | 3,927 | 381 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 3,869 | 376 | 0.01% | 0.01% | 319 | -14 | -0.36% | Q3 2026 | Oct 13, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 3,870 | 376 | 0.06% | 0.06% | 318 | -3 | -0.08% | Q3 2026 | Oct 22, 2026 |
| JMG Financial Group, Ltd. | History | No change | 3,902 | 375 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 3,862 | 372 | 0.05% | 0.05% | 321 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 3,793 | 368 | 0.04% | 0.03% | 322 | +198 | 5.51% | Q3 2026 | Oct 16, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 3,778 | 363 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CERTUITY, LLC | History | Added to | 3,733 | 362 | 0.02% | 0.02% | 324 | +16 | 0.43% | Q3 2026 | Nov 02, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 3,744 | 360 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 3,738 | 360 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Align Financial, LLC | History | No change | 3,595 | 349 | 0.17% | 0.17% | 327 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 3,600 | 346 | 0.08% | 0.08% | 328 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Boyer Financial Services, Inc. | History | No change | 3,555 | 345 | 0.28% | 0.29% | 329 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 3,558 | 342 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wolfstich Capital, LLC | History | No change | 3,501 | 342 | 0.28% | 0.26% | 331 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,418 | 329 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 3,398 | 327 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 3,285 | 319 | 0.03% | 0.03% | 335 | -300 | -8.37% | Q3 2026 | Oct 20, 2026 |
| Obermeyer Wealth Partners | History | No change | 3,286 | 319 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 3,309 | 318 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wick Capital Partners, LLC | History | No change | 3,281 | 316 | 0.05% | 0.05% | 337 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOSTER & MOTLEY INC | History | No change | 3,274 | 315 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Johnson Financial Group, Inc. | History | No change | 3,275 | 315 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 3,240 | 314 | 0.05% | 0.06% | 340 | -189 | -5.51% | Q3 2026 | Oct 21, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 3,200 | 311 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Csenge Advisory Group | History | No change | 3,184 | 309 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| TRUST CO OF VERMONT | History | Added to | 3,171 | 308 | 0.01% | 0.0% | 343 | +2,925 | 1189.02% | Q3 2026 | Oct 21, 2026 |
| Wavvest Wealth LLC | History | New | 3,161 | 307 | 0.25% | — | 344 | +3,161 | New | Q3 2026 | Oct 21, 2026 |
| Stonebrook Private Inc. | History | No change | 3,186 | 306 | 0.06% | 0.06% | 345 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3,127 | 303 | 0.01% | 0.01% | 346 | -97 | -3.01% | Q3 2026 | Oct 21, 2026 |
| Prospera Financial Services Inc | History | No change | 3,000 | 301 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 3,091 | 300 | 0.01% | 0.01% | 348 | +13 | 0.42% | Q3 2026 | Oct 29, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 3,076 | 298 | 0.05% | 0.05% | 349 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Fusion Capital, LLC | History | No change | 3,062 | 297 | 0.06% | 0.07% | 350 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 3,079 | 296 | 0.1% | 0.1% | 351 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aviance Capital Partners, LLC | History | No change | 2,972 | 288 | 0.03% | 0.03% | 352 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| PMG Wealth Management, Inc. | History | No change | 3,000 | 288 | 0.18% | 0.18% | 353 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 2,917 | 283 | 0.11% | 0.11% | 354 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 2,907 | 282 | 0.05% | 0.06% | 355 | -326 | -10.08% | Q3 2026 | Oct 15, 2026 |
| Arrowroot Family Office, LLC | History | No change | 2,924 | 281 | 0.08% | 0.08% | 356 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JGP Wealth Management, LLC | History | No change | 2,882 | 280 | 0.02% | 0.02% | 357 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | No change | 2,874 | 279 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| AlphaStar Capital Management, LLC | History | New | 2,841 | 276 | 0.02% | — | 360 | +2,841 | New | Q3 2026 | Oct 16, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 2,869 | 276 | 0.02% | 0.02% | 359 | 0 | 0.0% | 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 | No change | 2,820 | 271 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,801 | 269 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Berkshire Money Management, Inc. | History | New | 2,717 | 264 | 0.02% | — | 369 | +2,717 | New | Q3 2026 | Oct 21, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 2,750 | 264 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 2,749 | 264 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 2,749 | 264 | 0.06% | 0.06% | 366 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pullen Investment Management, LLC | History | No change | 2,722 | 264 | 0.13% | 0.12% | 367 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 2,725 | 264 | 0.14% | 0.15% | 368 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| DAVENPORT & Co LLC | History | Added to | 2,709 | 263 | 0.0% | 0.0% | 370 | +380 | 16.32% | Q3 2026 | Oct 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,732 | 263 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Garde Capital, Inc. | History | No change | 2,700 | 262 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Northern Capital Management, Inc. | History | No change | 2,714 | 261 | 0.11% | 0.11% | 373 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,645 | 257 | 0.0% | 0.0% | 374 | -36 | -1.34% | Q3 2026 | Oct 16, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 2,622 | 255 | 0.03% | 0.03% | 375 | -500 | -16.02% | Q3 2026 | Oct 22, 2026 |
| Nova Wealth Management, Inc. | History | No change | 2,654 | 255 | 0.14% | 0.14% | 376 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BRADY FAMILY WEALTH, LLC | History | No change | 2,617 | 254 | 0.07% | 0.07% | 377 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SMITH, MOORE & CO. | History | No change | 2,630 | 253 | 0.02% | 0.02% | 378 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MTM Investment Management, LLC | History | Reduced | 2,596 | 252 | 0.07% | 0.08% | 379 | -280 | -9.74% | Q3 2026 | Oct 30, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | New | 2,576 | 250 | 0.14% | — | 380 | +2,576 | New | Q3 2026 | Nov 03, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 2,569 | 249 | 0.07% | 0.07% | 381 | +8 | 0.31% | Q3 2026 | Oct 21, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,576 | 248 | 0.02% | 0.02% | 382 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stone House Investment Management, LLC | History | No change | 2,540 | 246 | 0.03% | 0.03% | 383 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,499 | 244 | 0.02% | 0.01% | 385 | +75 | 3.09% | Q3 2026 | Oct 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 2,535 | 244 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vertex Planning Partners, LLC | History | No change | 2,534 | 244 | 0.04% | 0.04% | 386 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisor OS, LLC | History | New | 2,488 | 241 | 0.02% | — | 387 | +2,488 | New | Q3 2026 | Nov 03, 2026 |
| Fiera Capital Corp | History | No change | 2,493 | 240 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Weaver Consulting Group | History | No change | 2,474 | 240 | 0.05% | 0.05% | 389 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Signal Advisors Wealth, LLC | History | New | 2,458 | 238 | 0.01% | — | 390 | +2,458 | New | Q3 2026 | Oct 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 2,440 | 237 | 0.02% | 0.02% | 391 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 2,408 | 231 | 0.04% | 0.04% | 392 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| St. Louis Trust Co | History | No change | 2,360 | 229 | 0.02% | 0.68% | 393 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Bank of the Bluegrass & Trust Co. | History | No change | 2,350 | 228 | 0.07% | 0.07% | 394 | 0 | 0.0% | Q2 2026 | Oct 28, 2026 |
| AMG National Trust Bank | History | New | 2,320 | 225 | 0.0% | — | 395 | +2,320 | New | Q3 2026 | Nov 05, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 2,309 | 222 | 0.02% | 0.02% | 396 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GEM Asset Management, LLC | History | No change | 2,285 | 222 | 0.09% | 0.09% | 397 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 2,275 | 221 | 0.02% | 0.02% | 398 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Farrell Financial LLC | History | New | 2,273 | 220 | 0.12% | — | 400 | +2,273 | New | Q3 2026 | Oct 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 2,266 | 220 | 0.01% | 0.01% | 399 | -11 | -0.48% | Q3 2026 | Oct 13, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 2,248 | 219 | 0.02% | 0.01% | 401 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| MLP3, LLC | History | Added to | 2,245 | 218 | 0.19% | 0.21% | 402 | +10 | 0.45% | Q3 2026 | Oct 22, 2026 |
| COFG Advisors, LLC | History | No change | 2,260 | 217 | 0.04% | 0.04% | 403 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 2,211 | 214 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Krane Financial Solutions LLC | History | Reduced | 2,181 | 212 | 0.13% | 0.13% | 407 | -46 | -2.07% | Q3 2026 | Oct 30, 2026 |
| Bill Few Associates, Inc. | History | No change | 2,190 | 212 | 0.04% | 0.04% | 405 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 2,182 | 212 | 0.03% | 0.03% | 406 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 2,169 | 210 | 0.0% | — | 411 | +2,169 | New | Q3 2026 | Oct 13, 2026 |
| VICUS CAPITAL | History | Reduced | 2,161 | 210 | 0.01% | 0.01% | 409 | -95 | -4.21% | Q3 2026 | Nov 05, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 2,181 | 210 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 2,168 | 210 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| LifeGoal Investments, LLC | History | New | 2,104 | 204 | 0.06% | — | 412 | +2,104 | New | Q3 2026 | Oct 08, 2026 |
| WEALTH EFFECTS LLC | History | New | 2,071 | 201 | 0.05% | — | 413 | +2,071 | New | Q3 2026 | Oct 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,019 | 194 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BKM Wealth Management, LLC | History | No change | 2,000 | 194 | 0.06% | 0.07% | 415 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Roble, Belko & Company, Inc | History | No change | 2,000 | 193 | 0.02% | 0.02% | 416 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 1,899 | 184 | 0.02% | 0.05% | 417 | -3,765 | -66.47% | Q3 2026 | Oct 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,878 | 182 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 1,739 | 169 | 0.01% | 0.01% | 419 | -50 | -2.79% | Q3 2026 | Oct 13, 2026 |
| Vanguard National Trust Co | History | No change | 1,721 | 165 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,686 | 162 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,592 | 153 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 1,561 | 151 | 0.01% | 0.0% | 423 | +1,281 | 457.5% | Q3 2026 | Nov 04, 2026 |
| Versant Capital Management, Inc | History | No change | 1,549 | 150 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| GAMMA Investing LLC | History | No change | 1,544 | 150 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1,465 | 141 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allworth Financial LP | History | No change | 1,401 | 134 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,310 | 127 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| CVA Family Office, LLC | History | No change | 1,311 | 126 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Frankly Finances, LLC | History | No change | 1,290 | 125 | 0.1% | 0.1% | 430 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 1,245 | 121 | 0.03% | 0.03% | 431 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Latitude Advisors, LLC | History | New | 1,200 | 116 | 0.04% | — | 432 | +1,200 | New | Q3 2026 | Oct 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,200 | 115 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1,167 | 113 | 0.05% | 0.06% | 434 | -200 | -14.63% | Q3 2026 | Oct 01, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,161 | 111 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| City State Bank | History | No change | 1,110 | 107 | 0.02% | 0.02% | 436 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Transce3nd, LLC | History | New | 1,003 | 100 | 0.1% | — | 437 | +1,003 | New | Q3 2026 | Oct 26, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 996 | 96 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Cheviot Value Management, LLC | History | No change | 974 | 93 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 956 | 92 | 0.0% | 0.0% | 440 | +275 | 40.38% | Q3 2026 | Nov 04, 2026 |
| Clearstead Trust, LLC | History | No change | 952 | 91 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Costello Asset Management, INC | History | Added to | 931 | 90 | 0.03% | 0.03% | 442 | +3 | 0.32% | Q3 2026 | Oct 30, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 836 | 81 | 0.0% | — | 443 | +836 | New | Q3 2026 | Oct 09, 2026 |
| AlphaCore Capital LLC | History | No change | 830 | 80 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Bank of New Hampshire | History | No change | 810 | 78 | 0.02% | 0.02% | 445 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 800 | 77 | 0.01% | 0.01% | 447 | -100 | -11.11% | Q3 2026 | Oct 22, 2026 |
| VANGUARD ADVISERS INC | History | No change | 801 | 77 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lodestone Wealth Management LLC | History | No change | 772 | 75 | 0.03% | 0.03% | 448 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 741 | 71 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glassman Wealth Services | History | No change | 741 | 71 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 728 | 70 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 720 | 69 | 0.03% | 0.03% | 452 | -19 | -2.57% | Q3 2026 | Nov 04, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 700 | 68 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| RMG Wealth Management LLC | History | No change | 659 | 66 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Blue Trust, Inc. | History | No change | 680 | 66 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 636 | 61 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Coastline Trust Co | History | No change | 600 | 58 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Rosenberg Matthew Hamilton | History | New | 593 | 57 | 0.01% | — | 458 | +593 | New | Q3 2026 | Oct 05, 2026 |
| Parkside Financial Bank & Trust | History | No change | 553 | 53 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 507 | 49 | 0.04% | 0.04% | 461 | +2 | 0.4% | Q3 2026 | Oct 23, 2026 |
| Russell Investments Group, Ltd. | History | No change | 517 | 49 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortis Group Advisors, LLC | History | No change | 500 | 48 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EASTERN BANK | History | No change | 458 | 44 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 446 | 43 | 0.02% | 0.02% | 464 | +1 | 0.22% | Q3 2026 | Oct 27, 2026 |
| TSFG, LLC | History | Added to | 420 | 41 | 0.01% | 0.01% | 465 | +2 | 0.48% | Q3 2026 | Oct 23, 2026 |
| Golden State Wealth Management, LLC | History | No change | 400 | 38 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Regatta Research & Money Management | History | No change | 378 | 36 | 0.03% | 0.03% | 467 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Longview Financial Advisors LLC | History | No change | 348 | 33 | 0.02% | 0.02% | 468 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 320 | 31 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| FIRST HORIZON CORP | History | No change | 307 | 29 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 294 | 28 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dunhill Financial, LLC | History | No change | 293 | 28 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 268 | 26 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 260 | 25 | 0.0% | 0.0% | 474 | -150 | -36.59% | Q3 2026 | Oct 23, 2026 |
| PlanVest Financial, Inc | History | No change | 266 | 25 | 0.02% | 0.02% | 475 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 220 | 21 | 0.01% | 0.01% | 476 | +1 | 0.46% | Q3 2026 | Oct 28, 2026 |
| MidFirst Bank | History | No change | 200 | 19 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 190 | 18 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SJS Investment Consulting Inc. | History | No change | 182 | 17 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| IMA Advisory Services, Inc. | History | No change | 171 | 16 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Colonial Trust Co / SC | History | No change | 164 | 15 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JNBA Financial Advisors | History | No change | 150 | 14 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BESSEMER GROUP INC | History | No change | 133 | 13 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 86 | 8 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| American Capital Advisory, LLC | History | No change | 86 | 8 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 75 | 7 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 80 | 7 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 50 | 4 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Asset Dedication, LLC | History | No change | 44 | 4 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 12 | 1 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Coston, McIsaac & Partners | History | No change | 17 | 1 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Perspectives, Inc | History | No change | 16 | 1 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -3,000 | -100.0% | Q3 2026 | Oct 14, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,439 | -100.0% | Q3 2026 | Oct 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,550 | -100.0% | Q3 2026 | Oct 16, 2026 |
| VESTOR CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -370 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -297 | -100.0% | Q3 2026 | Oct 16, 2026 |
| GGM Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -235 | -100.0% | Q3 2026 | Nov 05, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q3 2026 | Oct 15, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |