WisdomTree Trust - DON
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 4,522,366 | 255,604 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,475,172 | 139,896 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 1,865,075 | 105,414 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,826,895 | 103,723 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,763,190 | 99,655 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Linscomb Wealth, Inc. | History | No change | 1,527,377 | 86,327 | 3.74% | 3.74% | 6 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Creative Planning | History | No change | 1,516,308 | 85,701 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,391,530 | 78,653 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,036,786 | 58,599 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 998,779 | 56,450 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 862,327 | 48,738 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 567,317 | 32,064 | 0.11% | 0.11% | 12 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 527,892 | 29,835 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 503,822 | 28,476 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 478,941 | 27,071 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IAG Wealth Partners, LLC | History | No change | 470,081 | 26,568 | 2.63% | 2.63% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 458,200 | 25,897 | 0.32% | 0.32% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 439,529 | 24,842 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 403,439 | 21,765 | 1.6% | 1.7% | 19 | +6,682 | 1.68% | Q3 2026 | Oct 01, 2026 |
| Trajan Wealth LLC | History | No change | 372,990 | 21,081 | 0.8% | 0.8% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 359,731 | 20,332 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 355,863 | 20,113 | 0.09% | 0.09% | 22 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 350,872 | 19,831 | 0.1% | 0.1% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 323,917 | 18,307 | 0.07% | 0.07% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marion Wealth Management | History | No change | 317,689 | 17,955 | 3.65% | 3.65% | 25 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 300,151 | 16,964 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 291,812 | 16,493 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 291,122 | 16,454 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 284,239 | 16,065 | 14.4% | 14.4% | 29 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kestra Advisory Services, LLC | History | No change | 282,809 | 15,984 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 245,561 | 13,893 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 242,608 | 13,712 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Destination Wealth Management | History | No change | 239,935 | 13,561 | 0.32% | 0.32% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 235,598 | 13,316 | 0.33% | 0.33% | 34 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concord Wealth Partners | History | No change | 234,616 | 13,260 | 1.52% | 1.52% | 35 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | No change | 230,956 | 13,053 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 223,446 | 12,629 | 2.1% | 2.1% | 37 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lee, Kelleher & Klein Wealth Management | History | Added to | 229,463 | 12,379 | 6.37% | 6.59% | 38 | +6,512 | 2.92% | Q3 2026 | Oct 08, 2026 |
| Curi Capital, LLC | History | No change | 214,530 | 12,125 | 0.19% | 0.19% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 210,960 | 11,923 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 219,166 | 11,823 | 0.33% | 0.36% | 41 | -10,249 | -4.47% | Q3 2026 | Oct 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 206,140 | 11,121 | 0.08% | 0.09% | 42 | +7,836 | 3.95% | Q3 2026 | Oct 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 191,626 | 10,830 | 0.18% | 0.18% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CX Institutional | History | Added to | 192,858 | 10,405 | 0.28% | 0.29% | 44 | +13,741 | 7.67% | Q3 2026 | Oct 02, 2026 |
| Corient Private Wealth LP | History | No change | 177,698 | 10,043 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| White Pine Investment CO | History | No change | 177,549 | 10,035 | 2.14% | 2.14% | 46 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bank of New York Mellon Corp | History | No change | 177,150 | 10,012 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concord Asset Management, LLC/VA | History | No change | 167,105 | 9,444 | 1.46% | 1.46% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 166,625 | 9,417 | 0.49% | 0.49% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Melone Private Wealth, LLC | History | No change | 151,892 | 8,584 | 3.27% | 3.27% | 50 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 150,378 | 8,499 | 0.24% | 0.24% | 51 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Capital Investment Counsel, LLC | History | No change | 148,059 | 8,368 | 1.04% | 1.04% | 52 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 142,402 | 8,048 | 0.35% | 0.35% | 53 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| United Advisor Group, LLC | History | No change | 141,999 | 8,025 | 0.85% | 0.85% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Goldstone Financial Group, LLC | History | No change | 139,716 | 7,896 | 0.72% | 0.72% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 138,793 | 7,844 | 1.58% | 1.58% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VESTOR CAPITAL, LLC | History | No change | 93,887 | 7,759 | 0.49% | 0.49% | 57 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 125,957 | 7,119 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 129,957 | 7,011 | 4.53% | 4.59% | 59 | +7,247 | 5.91% | Q3 2026 | Oct 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 123,429 | 6,966 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | No change | 121,630 | 6,874 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | Added to | 125,724 | 6,782 | 3.47% | 3.65% | 62 | +969 | 0.78% | Q3 2026 | Oct 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 117,538 | 6,643 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 117,357 | 6,633 | 0.43% | 0.43% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 116,310 | 6,573 | 0.08% | 0.08% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 116,159 | 6,565 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 114,929 | 6,495 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Equitable Holdings, Inc. | History | No change | 114,206 | 6,454 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Modera Wealth Management, LLC | History | No change | 109,088 | 6,165 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Roan Capital Partners | History | Added to | 114,108 | 6,156 | 4.51% | 5.14% | 70 | +4,414 | 4.02% | Q3 2026 | Oct 09, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 107,806 | 6,093 | 1.29% | 1.29% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | No change | 105,197 | 5,945 | 0.21% | 0.21% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 99,740 | 5,636 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atria Investments, Inc | History | No change | 99,412 | 5,618 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 98,669 | 5,576 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 94,973 | 5,367 | 0.27% | 0.27% | 76 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 94,923 | 5,365 | 2.71% | 2.71% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Capital Management, LLC | History | No change | 92,847 | 5,247 | 0.46% | 0.46% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 89,047 | 5,032 | 0.48% | 0.48% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 87,443 | 4,942 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | No change | 86,608 | 4,895 | 0.97% | 0.97% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harbour Wealth Management Group, Inc. | History | No change | 86,114 | 4,867 | 3.29% | 3.29% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cascade Financial Partners, LLC | History | No change | 85,460 | 4,830 | 0.42% | 0.42% | 83 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apeiron RIA LLC | History | Reduced | 86,685 | 4,706 | 1.07% | 1.28% | 84 | -1,780 | -2.01% | Q3 2026 | Oct 08, 2026 |
| Viaable, LLC | History | No change | 81,845 | 4,622 | 3.83% | 3.83% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nikulski Financial, Inc. | History | No change | 80,685 | 4,560 | 0.98% | 0.98% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | No change | 80,053 | 4,524 | 0.12% | 0.12% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Capital Management, LLC | History | No change | 79,919 | 4,517 | 1.76% | 1.76% | 88 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 77,269 | 4,367 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SouthState Bank Corp | History | No change | 77,046 | 4,354 | 0.18% | 0.18% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 80,693 | 4,353 | 0.49% | 0.54% | 91 | -2,186 | -2.64% | Q3 2026 | Oct 08, 2026 |
| Meridian Wealth Management, LLC | History | No change | 76,429 | 4,319 | 0.13% | 0.13% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 76,334 | 4,314 | 0.39% | 0.39% | 93 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Private Advisor Group, LLC | History | No change | 73,854 | 4,174 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 73,289 | 4,142 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 72,124 | 4,076 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Trust Co | History | No change | 71,841 | 4,060 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 68,053 | 3,846 | 0.06% | 0.06% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 67,355 | 3,807 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Independence Bank of Kentucky | History | No change | 65,149 | 3,682 | 0.41% | 0.41% | 100 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 63,098 | 3,567 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 60,561 | 3,422 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 59,256 | 3,349 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Intrua Financial, LLC | History | No change | 58,110 | 3,284 | 0.3% | 0.3% | 104 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 57,442 | 3,246 | 0.65% | 0.65% | 105 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 55,699 | 3,148 | 0.48% | 0.48% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sanctuary Advisors, LLC | History | No change | 55,604 | 3,142 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 53,534 | 3,025 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 52,367 | 2,959 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 51,966 | 2,937 | 0.75% | 0.75% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 51,826 | 2,927 | 0.3% | 0.3% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 51,428 | 2,906 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NBT BANK, N.A. | History | No change | 50,573 | 2,858 | 0.19% | 0.19% | 113 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 50,187 | 2,836 | 0.23% | 0.23% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Oxinas Partners, LLC | History | No change | 49,112 | 2,775 | 1.09% | 1.09% | 115 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 48,835 | 2,760 | 0.11% | 0.11% | 116 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 48,688 | 2,751 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Insights, Inc. | History | No change | 48,305 | 2,730 | 0.72% | 0.72% | 118 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Powers Advisory Group, LLC | History | No change | 46,923 | 2,652 | 0.83% | 0.83% | 119 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NORTHERN TRUST CORP | History | No change | 46,487 | 2,627 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | No change | 46,431 | 2,624 | 0.2% | 0.2% | 121 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | No change | 46,409 | 2,623 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 46,014 | 2,600 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 46,370 | 2,583 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 45,006 | 2,543 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HF Advisory Group, LLC | History | Reduced | 46,556 | 2,511 | 0.75% | 0.82% | 126 | -220 | -0.47% | Q3 2026 | Oct 09, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 43,846 | 2,478 | 0.31% | 0.31% | 127 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Farmers National Bank | History | No change | 43,639 | 2,466 | 0.51% | 0.51% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 43,422 | 2,454 | 0.46% | 0.46% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BIP Wealth, LLC | History | No change | 43,408 | 2,453 | 0.07% | 0.07% | 130 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Well Done, LLC | History | No change | 41,070 | 2,321 | 0.31% | 0.31% | 131 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthspire Advisors, LLC | History | No change | 40,999 | 2,317 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | No change | 39,640 | 2,240 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TopTier Wealth Management, LLC | History | No change | 38,931 | 2,200 | 1.33% | 1.33% | 134 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 38,454 | 2,171 | 0.18% | 0.18% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 38,219 | 2,160 | 0.09% | 0.09% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 37,725 | 2,132 | 0.08% | 0.08% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 36,505 | 2,063 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 36,387 | 2,056 | 0.06% | 0.06% | 139 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | No change | 36,288 | 2,050 | 0.54% | 0.54% | 140 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 35,465 | 2,004 | 0.83% | 0.83% | 141 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 35,212 | 1,990 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 33,986 | 1,918 | 0.69% | 0.69% | 143 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 33,767 | 1,909 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 33,400 | 1,887 | 0.13% | 0.13% | 145 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 32,519 | 1,837 | 0.09% | 0.09% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 32,192 | 1,833 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WESBANCO BANK INC | History | No change | 32,406 | 1,831 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 32,375 | 1,829 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 32,019 | 1,810 | 0.18% | 0.18% | 150 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 31,983 | 1,809 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Biondo Investment Advisors, LLC | History | No change | 31,653 | 1,788 | 0.22% | 0.22% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 31,111 | 1,758 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Argent Trust Co | History | No change | 30,787 | 1,740 | 0.05% | 0.05% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewSquare Capital LLC | History | No change | 30,457 | 1,721 | 0.13% | 0.13% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 29,475 | 1,665 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 28,503 | 1,610 | 0.19% | 0.19% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULBERTSON A N & CO INC | History | No change | 28,441 | 1,607 | 0.19% | 0.19% | 158 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 27,997 | 1,582 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Southland Equity Partners LLC | History | No change | 27,504 | 1,554 | 0.27% | 0.27% | 160 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 446 | 1,548 | 0.13% | 0.13% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 28,519 | 1,538 | 0.16% | 0.18% | 162 | -224 | -0.78% | Q3 2026 | Oct 07, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 26,862 | 1,518 | 0.35% | 0.35% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 26,806 | 1,515 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Soltis Investment Advisors LLC | History | No change | 26,466 | 1,495 | 0.08% | 0.08% | 165 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 25,905 | 1,464 | 0.05% | 0.05% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 25,820 | 1,459 | 0.41% | 0.41% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 25,591 | 1,446 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 25,483 | 1,440 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 24,664 | 1,394 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 24,097 | 1,361 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 23,956 | 1,353 | 0.17% | 0.17% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 23,713 | 1,340 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envision Financial LLC | History | No change | 23,475 | 1,326 | 0.61% | 0.61% | 174 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| OPPENHEIMER & CO INC | History | No change | 22,567 | 1,275 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 23,291 | 1,271 | 0.18% | 0.19% | 176 | -117 | -0.5% | Q3 2026 | Oct 08, 2026 |
| IHT Wealth Management, LLC | History | No change | 22,375 | 1,264 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 22,056 | 1,246 | 0.58% | 0.58% | 178 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Mosley Wealth Management | History | No change | 21,523 | 1,216 | 0.39% | 0.39% | 179 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 21,344 | 1,206 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Principle Wealth Partners LLC | History | No change | 21,045 | 1,189 | 0.06% | 0.06% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | No change | 20,634 | 1,166 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Anson Capital, Inc. | History | No change | 20,201 | 1,141 | 0.74% | 0.74% | 183 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 19,900 | 1,124 | 0.46% | 0.46% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MATHER GROUP, LLC. | History | No change | 19,873 | 1,123 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 19,972 | 1,077 | 0.37% | 0.34% | 186 | -73 | -0.36% | Q3 2026 | Oct 08, 2026 |
| Holos Integrated Wealth LLC | History | No change | 18,721 | 1,060 | 0.49% | 0.49% | 187 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 18,511 | 1,046 | 0.5% | 0.5% | 188 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cerity Partners LLC | History | No change | 18,280 | 1,033 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gryphon Financial Partners LLC | History | No change | 18,073 | 1,021 | 0.09% | 0.09% | 190 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VICUS CAPITAL | History | No change | 17,953 | 1,014 | 0.07% | 0.07% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waverly Advisors, LLC | History | No change | 17,951 | 1,014 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Causey Wealth LLC | History | No change | 17,885 | 1,010 | 0.39% | 0.39% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | No change | 17,580 | 993 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 17,433 | 985 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 17,406 | 983 | 0.41% | 0.41% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 17,331 | 979 | 0.28% | 0.28% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Financial Network, Inc. | History | No change | 17,300 | 977 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Platform Technology Partners | History | No change | 17,251 | 975 | 0.16% | 0.16% | 199 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 17,205 | 972 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 17,205 | 972 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 16,896 | 954 | 0.13% | 0.13% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Highland Investment Advisors LLC | History | No change | 16,466 | 930 | 0.41% | 0.41% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 16,240 | 917 | 0.35% | 0.35% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 16,037 | 906 | 0.14% | 0.14% | 205 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BRADY FAMILY WEALTH, LLC | History | No change | 16,034 | 906 | 0.26% | 0.26% | 206 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Selby Wealth Management, LLC | History | No change | 15,959 | 901 | 0.32% | 0.32% | 207 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 15,794 | 892 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 15,662 | 885 | 0.45% | 0.45% | 209 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Marathon Strategic Advisors, LLC | History | No change | 15,590 | 881 | 0.5% | 0.5% | 210 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 15,394 | 870 | 0.06% | 0.06% | 211 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CPC Advisors, LLC | History | No change | 14,955 | 845 | 0.11% | 0.11% | 212 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EASTERN BANK | History | Reduced | 15,540 | 838 | 0.01% | 0.02% | 213 | -7,903 | -33.71% | Q3 2026 | Oct 05, 2026 |
| Summit Financial, LLC | History | No change | 14,810 | 837 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 14,797 | 836 | 0.08% | 0.08% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arkos Global Advisors | History | No change | 14,567 | 823 | 0.1% | 0.1% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 14,521 | 820 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Friday Financial | History | Added to | 14,971 | 812 | 0.16% | 0.22% | 218 | +621 | 4.33% | Q3 2026 | Oct 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 14,238 | 804 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 14,098 | 796 | 0.07% | 0.07% | 220 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Team Financial Group, LLC | History | No change | 13,780 | 778 | 0.33% | 0.33% | 221 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HighPoint Advisor Group LLC | History | No change | 13,574 | 767 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SHP Wealth Management | History | No change | 13,420 | 758 | 0.05% | 0.05% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 13,391 | 756 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 13,322 | 752 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Betterment LLC | History | No change | 13,202 | 746 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 13,162 | 743 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 13,094 | 740 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 12,684 | 716 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redmond Asset Management, LLC | History | No change | 12,408 | 701 | 0.17% | 0.17% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 12,338 | 697 | 0.09% | 0.09% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 12,308 | 695 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asset Dedication, LLC | History | No change | 12,303 | 695 | 0.04% | 0.04% | 233 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 12,169 | 687 | 0.03% | 0.03% | 234 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| New Insight Wealth Advisors | History | No change | 12,088 | 683 | 0.2% | 0.2% | 235 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 12,006 | 678 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 11,971 | 676 | 0.04% | 0.04% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Simmons Bank | History | No change | 11,954 | 675 | 0.04% | 0.04% | 238 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HANOVER ADVISORS INC | History | No change | 11,871 | 670 | 0.24% | 0.24% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| New Hampshire Trust | History | No change | 11,805 | 667 | 0.13% | 0.13% | 240 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Centennial Wealth Advisory LLC | History | No change | 11,684 | 660 | 0.14% | 0.14% | 241 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| XTX Topco Ltd | History | No change | 11,509 | 650 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vines Capital Management, LLC | History | No change | 11,373 | 642 | 0.53% | 0.53% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPE ANN SAVINGS BANK | History | No change | 11,208 | 633 | 0.3% | 0.3% | 244 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WCG Wealth Advisors LLC | History | No change | 11,072 | 625 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 11,034 | 623 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 10,924 | 617 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCF Advisors LLC | History | No change | 10,854 | 613 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 10,251 | 579 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAXON INTERESTS, INC. | History | No change | 10,182 | 575 | 0.16% | 0.16% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 9,809 | 554 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthPoint Financial, LLC | History | No change | 9,765 | 551 | 0.4% | 0.4% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Advisors Network LLC | History | No change | 9,700 | 548 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aspen Investment Management Inc | History | No change | 9,630 | 544 | 0.15% | 0.15% | 254 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Evanson Financial, LLC | History | No change | 9,449 | 534 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PFG Investments, LLC | History | No change | 9,259 | 523 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 9,267 | 523 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vertex Planning Partners, LLC | History | No change | 9,093 | 513 | 0.08% | 0.08% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Trust Co | History | No change | 8,863 | 500 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PLIMOTH TRUST CO LLC | History | No change | 8,653 | 489 | 0.1% | 0.1% | 260 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Boston Common Asset Management, LLC | History | No change | 8,500 | 480 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 8,464 | 478 | 0.04% | 0.04% | 262 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 8,221 | 464 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NorthRock Partners, LLC | History | No change | 8,220 | 464 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| True Link Financial Advisors, LLC | History | No change | 8,196 | 463 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | No change | 8,176 | 462 | 0.17% | 0.17% | 266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Invesco Ltd. | History | No change | 8,128 | 459 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 8,106 | 458 | 0.08% | 0.08% | 268 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vontobel Holding Ltd. | History | No change | 8,037 | 454 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 7,996 | 451 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 7,962 | 450 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 7,834 | 442 | 0.14% | 0.14% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 7,800 | 440 | 0.26% | 0.26% | 273 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Modern Wealth Management, LLC | History | No change | 7,697 | 435 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 7,537 | 426 | 0.04% | 0.04% | 275 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 7,509 | 424 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 7,350 | 415 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MOR Wealth Management, LLC | History | No change | 7,354 | 415 | 0.17% | 0.17% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | No change | 7,198 | 406 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Reliant Investment Partners, LLC | History | No change | 7,137 | 403 | 0.27% | 0.27% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 7,015 | 396 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 7,000 | 395 | 0.05% | 0.05% | 282 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Prospera Financial Services Inc | History | No change | 6,917 | 390 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | No change | 6,902 | 390 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealth Management Associates, Inc. | History | No change | 6,894 | 389 | 0.11% | 0.11% | 285 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Berkeley, Inc | History | No change | 6,865 | 388 | 0.12% | 0.12% | 286 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,853 | 387 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key FInancial Inc | History | No change | 6,789 | 383 | 0.06% | 0.06% | 288 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 6,747 | 381 | 0.14% | 0.14% | 289 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 6,680 | 377 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wick Capital Partners, LLC | History | No change | 6,468 | 365 | 0.06% | 0.06% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 6,812 | 357 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 6,315 | 356 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sigma Planning Corp | History | No change | 6,280 | 354 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 6,207 | 350 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 6,201 | 350 | 0.15% | 0.15% | 296 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 6,142 | 347 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RMR Wealth Builders | History | No change | 6,069 | 343 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Diversified Enterprises, LLC | History | No change | 6,072 | 343 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Essex Financial Services, Inc. | History | No change | 6,058 | 342 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |