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 | Reduced | 4,645,518 | 244,075 | 0.02% | 0.02% | 1 | -32,118 | -0.69% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,390,779 | 125,611 | 0.01% | 0.01% | 2 | +15,876 | 0.67% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,883,131 | 98,939 | 0.01% | 0.01% | 3 | +152,149 | 8.79% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 1,848,389 | 97,114 | 0.03% | 0.03% | 4 | -101,510 | -5.21% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,658,884 | 85,772 | 0.04% | 0.04% | 5 | +311,645 | 23.13% | Q1 2026 | May 15, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 1,578,807 | 82,950 | 3.69% | 4.0% | 6 | -265,741 | -14.41% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Reduced | 1,518,247 | 79,768 | 0.05% | 0.06% | 7 | -264 | -0.02% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,353,416 | 71,103 | 0.02% | 0.02% | 8 | -28,000 | -2.03% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,003,719 | 52,735 | 0.02% | 0.02% | 9 | -111,268 | -9.98% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,001,100 | 52,597 | 0.01% | 0.01% | 10 | +2,677 | 0.27% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 712,930 | 37,457 | 0.06% | 0.05% | 11 | +97,316 | 15.81% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 526,235 | 27,648 | 0.0% | 0.0% | 12 | -45,422 | -7.95% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 520,381 | 27,340 | 0.04% | 0.04% | 13 | -66,529 | -11.34% | Q1 2026 | Apr 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 512,431 | 26,923 | 0.1% | 0.09% | 14 | +4,175 | 0.82% | Q1 2026 | Apr 24, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 500,699 | 26,306 | 2.94% | 2.95% | 15 | +7,504 | 1.52% | Q1 2026 | Apr 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 466,862 | 24,528 | 0.03% | 0.03% | 16 | -82,604 | -15.03% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 465,970 | 24,482 | 0.3% | 0.33% | 17 | -24,777 | -5.05% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 405,679 | 21,315 | 0.03% | 0.03% | 18 | +30,012 | 7.99% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 388,062 | 20,388 | 1.68% | 1.64% | 19 | +16,525 | 4.45% | Q1 2026 | Apr 08, 2026 |
| Trajan Wealth LLC | History | Added to | 365,015 | 19,177 | 0.77% | 0.77% | 20 | +7,117 | 1.99% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 364,806 | 19,166 | 0.07% | 0.12% | 21 | -185,496 | -33.71% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Added to | 358,439 | 18,832 | 0.1% | 0.1% | 22 | +22,965 | 6.85% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 357,562 | 18,786 | 0.1% | 0.1% | 23 | +20,798 | 6.18% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 354,423 | 18,621 | 0.03% | 0.03% | 24 | +11,634 | 3.39% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 328,941 | 17,282 | 0.1% | 0.1% | 25 | -3,517 | -1.06% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 304,356 | 15,990 | 0.01% | 0.01% | 26 | +1,275 | 0.42% | Q1 2026 | May 12, 2026 |
| Marion Wealth Management | History | Added to | 299,971 | 15,760 | 3.49% | 3.33% | 27 | +21,728 | 7.81% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 295,524 | 15,526 | 0.02% | 0.02% | 28 | -17,168 | -5.49% | Q1 2026 | May 05, 2026 |
| EASTERN BANK | History | Added to | 275,531 | 14,476 | 0.25% | 0.2% | 29 | +53,865 | 24.3% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 274,964 | 14,446 | 0.03% | 0.03% | 30 | -49 | -0.02% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 263,494 | 13,844 | 0.02% | 0.02% | 31 | -692 | -0.26% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 263,167 | 13,584 | 0.0% | 0.0% | 32 | -28,967 | -9.92% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 253,829 | 13,336 | 0.04% | 0.04% | 33 | -14,707 | -5.48% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 241,866 | 12,707 | 0.24% | 0.28% | 34 | -50,276 | -17.21% | Q1 2026 | May 12, 2026 |
| Concord Wealth Partners | History | Added to | 237,162 | 12,460 | 1.62% | 1.54% | 35 | +8,160 | 3.56% | Q1 2026 | May 01, 2026 |
| Destination Wealth Management | History | Reduced | 236,414 | 12,421 | 0.32% | 0.32% | 36 | -657 | -0.28% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 233,065 | 12,245 | 0.34% | 0.33% | 37 | +5,817 | 2.56% | Q1 2026 | May 04, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 231,196 | 12,147 | 0.38% | — | 38 | +231,196 | New | Q1 2026 | May 07, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 231,191 | 12,146 | 2.43% | 2.72% | 39 | -20,143 | -8.01% | Q1 2026 | Apr 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 227,381 | 11,947 | 0.03% | 0.03% | 40 | -23,654 | -9.42% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 226,934 | 11,923 | 0.01% | 0.01% | 41 | +15,805 | 7.49% | Q1 2026 | May 07, 2026 |
| Curi Capital, LLC | History | Added to | 221,372 | 11,630 | 0.21% | 0.19% | 42 | +8,034 | 3.77% | Q1 2026 | May 15, 2026 |
| Lee-Kelleher Wealth Management | History | Added to | 221,346 | 11,629 | 6.92% | 6.58% | 43 | +7,529 | 3.52% | Q1 2026 | Apr 14, 2026 |
| Mariner, LLC | History | Reduced | 183,155 | 9,622 | 0.01% | 0.01% | 44 | -5,053 | -2.68% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Added to | 178,692 | 9,388 | 0.29% | 0.27% | 45 | +1,054 | 0.59% | Q1 2026 | Apr 06, 2026 |
| White Pine Investment CO | History | Added to | 175,404 | 9,216 | 2.14% | 2.11% | 46 | +2,066 | 1.19% | Q1 2026 | Apr 20, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 172,926 | 9,085 | 1.54% | 1.45% | 47 | +10,474 | 6.45% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 167,577 | 8,841 | 0.08% | 0.02% | 48 | +136,536 | 439.86% | Q1 2026 | Apr 07, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 161,651 | 8,493 | 0.92% | 1.18% | 49 | -43,257 | -21.11% | Q1 2026 | Apr 24, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 161,013 | 8,459 | 0.27% | 0.26% | 50 | +1,733 | 1.09% | Q1 2026 | Apr 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 156,993 | 8,248 | 0.0% | 0.0% | 51 | -72,000 | -31.44% | Q1 2026 | May 05, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 150,438 | 7,904 | 3.23% | 3.42% | 52 | -5,953 | -3.81% | Q1 2026 | Apr 08, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 145,594 | 7,649 | 1.05% | 1.01% | 53 | +4,915 | 3.49% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 142,778 | 7,501 | 0.38% | 0.38% | 54 | +1,272 | 0.9% | Q1 2026 | Apr 23, 2026 |
| United Advisor Group, LLC | History | Reduced | 141,468 | 7,432 | 0.92% | 0.92% | 55 | -1,308 | -0.92% | Q1 2026 | Apr 17, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 142,219 | 7,338 | 0.47% | 0.47% | 56 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 137,789 | 7,239 | 1.63% | 1.57% | 57 | +3,194 | 2.37% | Q1 2026 | Apr 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 124,710 | 6,589 | 0.01% | 0.02% | 58 | -89,012 | -41.65% | Q1 2026 | Apr 08, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 123,701 | 6,499 | 3.82% | — | 59 | +123,701 | New | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 123,521 | 6,489 | 0.07% | 0.07% | 60 | -1,260 | -1.01% | Q1 2026 | May 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 118,673 | 6,235 | 0.04% | 0.04% | 61 | +1,079 | 0.92% | Q1 2026 | May 05, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 117,327 | 6,164 | 4.53% | 4.59% | 62 | -1,875 | -1.57% | Q1 2026 | Apr 02, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 116,379 | 6,114 | 0.09% | 0.08% | 63 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 117,892 | 6,084 | 0.04% | 0.04% | 64 | -6,692 | -5.37% | Q1 2026 | May 15, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 115,814 | 5,975 | 1.13% | 1.13% | 65 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 110,358 | 5,798 | 0.07% | 0.07% | 66 | -6,583 | -5.63% | Q1 2026 | May 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 101,760 | 5,346 | 0.05% | 0.07% | 67 | -1,241 | -1.2% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 101,245 | 5,319 | 0.0% | 0.0% | 68 | +1,707 | 1.71% | Q1 2026 | May 04, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 98,959 | 5,218 | 0.02% | 0.03% | 69 | -1,066 | -1.07% | Q1 2026 | May 12, 2026 |
| Roan Capital Partners | History | New | 97,778 | 5,137 | 4.75% | — | 70 | +97,778 | New | Q1 2026 | Apr 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 94,416 | 4,960 | 0.28% | 0.29% | 71 | -5,956 | -5.93% | Q1 2026 | Apr 20, 2026 |
| Private Capital Management, LLC | History | Added to | 92,190 | 4,843 | 0.48% | 0.41% | 72 | +5,632 | 6.51% | Q1 2026 | May 15, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 91,791 | 4,822 | 2.67% | 2.78% | 73 | +917 | 1.01% | Q1 2026 | May 05, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 89,314 | 4,692 | 1.08% | 1.13% | 74 | -684 | -0.76% | Q1 2026 | May 08, 2026 |
| Apeiron RIA LLC | History | Reduced | 88,462 | 4,647 | 1.08% | 1.02% | 75 | -5,346 | -5.7% | Q1 2026 | Apr 27, 2026 |
| SouthState Bank Corp | History | Reduced | 87,375 | 4,590 | 0.21% | 0.23% | 76 | -10,253 | -10.5% | Q1 2026 | May 05, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 86,936 | 4,566 | 0.49% | 0.48% | 77 | +1,184 | 1.38% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 86,271 | 4,532 | 0.01% | 0.02% | 78 | -44,628 | -34.09% | Q1 2026 | May 04, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 85,960 | 4,516 | 0.47% | 0.45% | 79 | -756 | -0.87% | Q1 2026 | May 12, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 85,247 | 4,478 | 0.56% | 0.55% | 80 | -2,292 | -2.62% | Q1 2026 | Apr 08, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 84,993 | 4,465 | 0.45% | 0.45% | 81 | -1,983 | -2.28% | Q1 2026 | Apr 30, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 83,196 | 4,371 | 0.15% | 0.15% | 82 | -1,142 | -1.35% | Q1 2026 | May 06, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 83,173 | 4,369 | 1.08% | 1.08% | 83 | -4,188 | -4.79% | Q1 2026 | May 14, 2026 |
| Harbour Wealth Management Group, Inc. | History | Added to | 82,893 | 4,355 | 3.28% | 3.01% | 84 | +8,367 | 11.23% | Q1 2026 | Apr 17, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 81,164 | 4,188 | 0.31% | 0.31% | 85 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sage Capital Management, LLC | History | Reduced | 79,639 | 4,184 | 1.97% | 1.91% | 86 | -420 | -0.52% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 79,420 | 4,172 | 0.02% | 0.02% | 87 | +17,427 | 28.11% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 77,051 | 4,048 | 0.13% | 0.13% | 88 | +2,630 | 3.53% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 74,911 | 3,936 | 0.01% | 0.0% | 89 | +6,560 | 9.6% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 73,152 | 3,843 | 0.01% | 0.01% | 90 | -4,320 | -5.58% | Q1 2026 | May 14, 2026 |
| Midwest Trust Co | History | Added to | 72,075 | 3,786 | 0.05% | 0.05% | 91 | +348 | 0.49% | Q1 2026 | May 01, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 71,961 | 3,781 | 0.27% | 0.25% | 92 | +71,791 | 42230.0% | Q1 2026 | May 21, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 68,062 | 3,775 | 0.07% | 0.06% | 93 | +3,299 | 5.09% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 71,337 | 3,748 | 0.01% | 0.01% | 94 | +3,403 | 5.01% | Q1 2026 | May 01, 2026 |
| NBT BANK N A /NY | History | Added to | 66,732 | 3,506 | 0.23% | 0.22% | 95 | +21,253 | 46.73% | Q1 2026 | Apr 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 65,680 | 3,452 | 0.02% | 0.02% | 96 | -324 | -0.49% | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | Reduced | 65,069 | 3,418 | 0.43% | 0.42% | 97 | -765 | -1.16% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 64,983 | 3,414 | 0.01% | 0.01% | 98 | -6,684 | -9.33% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Reduced | 59,462 | 3,124 | 0.0% | 0.01% | 99 | -117,471 | -66.39% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 58,844 | 3,091 | 0.03% | — | 100 | +58,844 | New | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 58,378 | 3,067 | 0.06% | 0.06% | 101 | -522 | -0.89% | Q1 2026 | Apr 14, 2026 |
| CWM, LLC | History | Reduced | 58,029 | 3,048 | 0.01% | 0.01% | 102 | -2,460 | -4.07% | Q1 2026 | May 14, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 57,723 | 3,032 | 0.69% | 0.69% | 103 | -1,849 | -3.1% | Q1 2026 | Apr 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 57,465 | 3,019 | 0.02% | 0.02% | 104 | +107 | 0.19% | Q1 2026 | May 05, 2026 |
| Intrua Financial, LLC | History | Added to | 56,750 | 2,981 | 0.31% | 0.29% | 105 | +2,822 | 5.23% | Q1 2026 | Apr 23, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 55,858 | 2,934 | 0.41% | 0.43% | 106 | -7,038 | -11.19% | Q1 2026 | Apr 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 55,409 | 2,911 | 0.5% | 0.5% | 107 | +36 | 0.07% | Q1 2026 | Apr 15, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 54,662 | 2,871 | 0.52% | 0.53% | 108 | +415 | 0.77% | Q1 2026 | May 11, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 54,339 | 2,854 | 1.66% | 1.11% | 109 | +19,513 | 56.03% | Q1 2026 | Apr 15, 2026 |
| Vident Advisory, LLC | History | No change | 51,428 | 2,702 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 50,505 | 2,654 | 0.72% | 0.55% | 111 | +12,099 | 31.5% | Q1 2026 | Apr 29, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 49,959 | 2,624 | 0.04% | 0.04% | 112 | -2,300 | -4.4% | Q1 2026 | Apr 09, 2026 |
| Arkadios Wealth Advisors | History | Added to | 49,664 | 2,609 | 0.04% | 0.02% | 113 | +25,550 | 105.96% | Q1 2026 | May 18, 2026 |
| Financial Insights, Inc. | History | Reduced | 49,551 | 2,603 | 0.84% | 0.87% | 114 | -828 | -1.64% | Q1 2026 | May 18, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 49,263 | 2,588 | 0.27% | 0.33% | 115 | +632 | 1.3% | Q1 2026 | Apr 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 48,925 | 2,571 | 0.02% | 0.02% | 116 | -1,686 | -3.33% | Q1 2026 | Apr 07, 2026 |
| JNBA Financial Advisors | History | Reduced | 48,380 | 2,541 | 0.21% | 0.24% | 117 | -5,864 | -10.81% | Q1 2026 | Apr 22, 2026 |
| &PARTNERS | History | Reduced | 48,311 | 2,538 | 0.01% | 0.01% | 118 | -209 | -0.43% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 48,272 | 2,536 | 0.0% | 0.0% | 119 | +428 | 0.89% | Q1 2026 | May 14, 2026 |
| Oxinas Partners, LLC | History | Added to | 48,112 | 2,527 | 1.15% | 1.16% | 120 | +1,453 | 3.11% | Q1 2026 | Apr 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 47,760 | 2,509 | 0.01% | 0.01% | 121 | -3,216 | -6.31% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 47,540 | 2,497 | 0.0% | 0.0% | 122 | +41,913 | 744.86% | Q1 2026 | May 15, 2026 |
| Powers Advisory Group, LLC | History | Added to | 47,361 | 2,488 | 0.88% | 0.91% | 123 | +516 | 1.1% | Q1 2026 | Apr 21, 2026 |
| HF Advisory Group, LLC | History | Added to | 45,794 | 2,406 | 0.82% | 0.76% | 124 | +3,490 | 8.25% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 44,384 | 2,331 | 0.04% | 0.04% | 125 | +10,302 | 30.23% | Q1 2026 | May 15, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 43,072 | 2,262 | 0.47% | 0.5% | 126 | -183 | -0.42% | Q1 2026 | Apr 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 42,987 | 2,258 | 0.03% | 0.03% | 127 | -32 | -0.07% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 42,476 | 2,231 | 0.01% | 0.01% | 128 | +5,517 | 14.93% | Q1 2026 | May 13, 2026 |
| Well Done, LLC | History | Reduced | 41,724 | 2,192 | 0.32% | 0.32% | 129 | -322 | -0.77% | Q1 2026 | Apr 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 41,307 | 2,170 | 0.02% | 0.02% | 130 | +332 | 0.81% | Q1 2026 | May 01, 2026 |
| Farmers National Bank | History | No change | 41,713 | 2,152 | 0.48% | 0.48% | 131 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 39,728 | 2,087 | 0.06% | 0.06% | 132 | -866 | -2.13% | Q1 2026 | Apr 24, 2026 |
| BIP Wealth, LLC | History | Reduced | 39,301 | 2,064 | 0.08% | 0.08% | 133 | -6,965 | -15.05% | Q1 2026 | Apr 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 39,250 | 2,062 | 0.1% | 0.09% | 134 | -34 | -0.09% | Q1 2026 | May 18, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 38,946 | 2,057 | 0.18% | 0.19% | 135 | -1,202 | -2.99% | Q1 2026 | May 11, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 38,896 | 2,043 | 0.03% | 0.04% | 136 | -10,985 | -22.02% | Q1 2026 | Apr 22, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 38,828 | 2,040 | 1.25% | 1.36% | 137 | +141 | 0.36% | Q1 2026 | May 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 38,776 | 2,037 | 0.1% | 0.11% | 138 | -6,943 | -15.19% | Q1 2026 | Apr 28, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 38,061 | 1,999 | 0.09% | 0.09% | 139 | -595 | -1.54% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Reduced | 37,862 | 1,989 | 0.0% | 0.0% | 140 | -3,246 | -7.9% | Q1 2026 | May 15, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 37,232 | 1,956 | 0.79% | 0.85% | 141 | -1,285 | -3.34% | Q1 2026 | May 13, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 37,140 | 1,951 | 0.1% | 0.1% | 142 | -1,182 | -3.08% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 35,085 | 1,843 | 0.0% | 0.0% | 143 | -15,257 | -30.31% | Q1 2026 | May 15, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 35,077 | 1,842 | 0.52% | 0.47% | 144 | +2,894 | 8.99% | Q1 2026 | May 01, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 34,503 | 1,812 | 0.24% | 0.28% | 145 | -6,000 | -14.81% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 32,649 | 1,796 | 0.04% | 0.04% | 146 | -352 | -1.07% | Q1 2026 | May 04, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 33,646 | 1,767 | 0.83% | 0.74% | 147 | +2,906 | 9.45% | Q1 2026 | Apr 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 32,939 | 1,730 | 0.03% | 0.03% | 148 | -629 | -1.87% | Q1 2026 | May 11, 2026 |
| Envision Financial LLC | History | Reduced | 32,450 | 1,704 | 0.92% | 0.9% | 149 | -635 | -1.92% | Q1 2026 | Apr 16, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 32,012 | 1,682 | 0.19% | 0.06% | 150 | +20,670 | 182.24% | Q1 2026 | Apr 16, 2026 |
| WESBANCO BANK INC | History | Reduced | 31,770 | 1,669 | 0.05% | 0.05% | 151 | -9 | -0.03% | Q1 2026 | Apr 21, 2026 |
| Opes Wealth Management LLC | History | Added to | 31,686 | 1,664 | 0.27% | 0.25% | 152 | +1,513 | 5.01% | Q1 2026 | Apr 28, 2026 |
| Argent Trust Co | History | Reduced | 31,597 | 1,660 | 0.06% | 0.06% | 153 | -1,200 | -3.66% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 31,571 | 1,658 | 0.13% | 0.12% | 154 | +598 | 1.93% | Q1 2026 | Apr 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 31,223 | 1,640 | 0.0% | 0.0% | 155 | -1,742 | -5.28% | Q1 2026 | Apr 27, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 31,167 | 1,639 | 0.02% | 0.02% | 156 | -183 | -0.58% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | New | 31,110 | 1,634 | 0.01% | — | 157 | +31,110 | New | Q1 2026 | May 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 30,943 | 1,625 | 0.2% | 0.2% | 158 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ORG Partners LLC | History | No change | 31,483 | 1,624 | 0.29% | 0.29% | 159 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 30,848 | 1,620 | 0.21% | 0.19% | 160 | +250 | 0.82% | Q1 2026 | May 14, 2026 |
| NewSquare Capital LLC | History | Added to | 29,251 | 1,536 | 0.13% | 0.13% | 161 | +1,337 | 4.79% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 28,979 | 1,522 | 0.0% | 0.0% | 162 | +27,153 | 1487.02% | Q1 2026 | May 01, 2026 |
| Composition Wealth, LLC | History | Added to | 28,591 | 1,502 | 0.02% | 0.02% | 163 | +2,065 | 7.78% | Q1 2026 | Apr 08, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 28,360 | 1,490 | 0.01% | 0.01% | 164 | +1,781 | 6.7% | Q1 2026 | May 14, 2026 |
| CULBERTSON A N & CO INC | History | No change | 28,251 | 1,484 | 0.19% | 0.2% | 165 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 28,200 | 1,481 | 0.09% | 0.1% | 166 | -1,571 | -5.28% | Q1 2026 | Apr 27, 2026 |
| Southland Equity Partners LLC | History | Reduced | 27,777 | 1,459 | 0.28% | 0.29% | 167 | -545 | -1.92% | Q1 2026 | Apr 14, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 27,470 | 1,443 | 0.52% | 0.73% | 168 | -717 | -2.54% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 26,806 | 1,408 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 26,281 | 1,380 | 0.04% | 0.04% | 170 | -79 | -0.3% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 26,122 | 1,347 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 25,627 | 1,346 | 0.0% | 0.0% | 172 | +292 | 1.15% | Q1 2026 | May 14, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 25,458 | 1,337 | 0.69% | 0.69% | 173 | +279 | 1.11% | Q1 2026 | Apr 10, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 24,413 | 1,329 | 0.2% | 0.26% | 174 | -7,057 | -22.42% | Q1 2026 | Apr 16, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 25,167 | 1,322 | 0.01% | 0.01% | 175 | -71 | -0.28% | Q1 2026 | Apr 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 24,944 | 1,310 | 0.05% | 0.05% | 176 | -48 | -0.19% | Q1 2026 | May 14, 2026 |
| Cadence Bank | History | No change | 25,215 | 1,301 | 0.08% | 0.08% | 177 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 24,752 | 1,300 | 0.34% | 0.28% | 178 | +1,544 | 6.65% | Q1 2026 | May 11, 2026 |
| WealthShield Partners, LLC | History | Reduced | 24,707 | 1,298 | 0.14% | 0.14% | 179 | -71 | -0.29% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 23,076 | 1,212 | 0.01% | 0.01% | 180 | +424 | 1.87% | Q1 2026 | May 08, 2026 |
| IHT Wealth Management, LLC | History | Added to | 22,954 | 1,206 | 0.03% | 0.03% | 181 | +2,104 | 10.09% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 22,815 | 1,198 | 0.0% | 0.0% | 182 | +16,410 | 256.21% | Q1 2026 | May 15, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 21,790 | 1,144 | 0.55% | 0.54% | 183 | -130 | -0.59% | Q1 2026 | May 07, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 21,697 | 1,139 | 0.01% | 0.02% | 184 | -5,208 | -19.36% | Q1 2026 | Apr 23, 2026 |
| Merit Financial Group, LLC | History | Reduced | 21,682 | 1,139 | 0.01% | 0.01% | 185 | -3,600 | -14.24% | Q1 2026 | Apr 15, 2026 |
| Principle Wealth Partners LLC | History | No change | 21,045 | 1,105 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 19,587 | 1,029 | 0.34% | 0.29% | 187 | +375 | 1.95% | Q1 2026 | Apr 29, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 19,286 | 1,013 | 0.06% | 0.06% | 188 | -1,000 | -4.93% | Q1 2026 | Apr 29, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 18,705 | 993 | 0.5% | 0.6% | 189 | -1,876 | -9.12% | Q1 2026 | Apr 08, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 18,706 | 982 | 0.04% | 0.05% | 190 | -3,597 | -16.13% | Q1 2026 | Apr 30, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 18,504 | 972 | 0.53% | 0.56% | 191 | -1,609 | -8.0% | Q1 2026 | Apr 21, 2026 |
| VICUS CAPITAL | History | Reduced | 18,235 | 958 | 0.07% | 0.07% | 192 | -376 | -2.02% | Q1 2026 | Apr 22, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 18,065 | 949 | 0.03% | 0.03% | 193 | -120 | -0.66% | Q1 2026 | May 15, 2026 |
| Pasadena Private Wealth, LLC | History | New | 18,057 | 948 | 0.13% | — | 194 | +18,057 | New | Q1 2026 | Apr 22, 2026 |
| Causey Wealth LLC | History | Reduced | 17,958 | 943 | 0.4% | 0.59% | 195 | -5,620 | -23.84% | Q1 2026 | May 12, 2026 |
| Anson Capital, Inc. | History | Added to | 17,892 | 940 | 0.64% | 0.64% | 196 | +820 | 4.8% | Q1 2026 | May 13, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 17,848 | 937 | 0.1% | 0.1% | 197 | -590 | -3.2% | Q1 2026 | May 06, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 17,804 | 935 | 0.32% | 0.33% | 198 | -43 | -0.24% | Q1 2026 | Apr 27, 2026 |
| Rossby Financial, LCC | History | Reduced | 17,586 | 927 | 0.19% | 0.32% | 199 | -2,733 | -13.45% | Q1 2026 | May 11, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 17,462 | 917 | 0.36% | 0.37% | 200 | -480 | -2.68% | Q1 2026 | Apr 08, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 17,331 | 910 | 0.42% | 0.35% | 201 | -1,797 | -9.39% | Q1 2026 | May 05, 2026 |
| Platform Technology Partners | History | No change | 17,251 | 906 | 0.17% | 0.19% | 202 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 17,178 | 902 | 0.03% | 0.03% | 203 | -159 | -0.92% | Q1 2026 | Apr 14, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 17,014 | 893 | 0.46% | 0.37% | 204 | +263 | 1.57% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 16,934 | 889 | 0.0% | 0.0% | 205 | +16,598 | 4939.88% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 16,586 | 871 | 0.01% | 0.01% | 206 | -4,089 | -19.78% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 16,532 | 868 | 0.07% | 0.04% | 207 | +5,756 | 53.41% | Q1 2026 | Apr 14, 2026 |
| Savant Capital, LLC | History | No change | 16,480 | 865 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 16,349 | 858 | 0.01% | 0.01% | 209 | -1,061 | -6.09% | Q1 2026 | Apr 21, 2026 |
| CPC Advisors, LLC | History | Reduced | 16,051 | 843 | 0.14% | 0.09% | 210 | -577 | -3.47% | Q1 2026 | Apr 16, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 16,026 | 842 | 0.15% | 0.16% | 211 | -1,156 | -6.73% | Q1 2026 | Apr 29, 2026 |
| BRADY FAMILY WEALTH, LLC | History | No change | 16,034 | 842 | 0.26% | 0.26% | 212 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Marathon Strategic Advisors, LLC | History | No change | 15,590 | 819 | 0.59% | 0.61% | 213 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 15,535 | 816 | 0.0% | 0.0% | 214 | -2,933 | -15.88% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 15,349 | 806 | 0.01% | 0.01% | 215 | +219 | 1.45% | Q1 2026 | May 15, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 15,018 | 796 | 0.09% | 0.12% | 216 | -150 | -0.99% | Q1 2026 | Apr 10, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 15,021 | 789 | 0.46% | 0.37% | 217 | +2,440 | 19.39% | Q1 2026 | May 14, 2026 |
| Arkos Global Advisors | History | Reduced | 14,692 | 772 | 0.1% | 0.1% | 218 | -31 | -0.21% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 14,393 | 756 | 0.03% | 0.01% | 219 | -1,362 | -8.64% | Q1 2026 | Apr 23, 2026 |
| SHP Wealth Management | History | Reduced | 14,347 | 753 | 0.06% | 0.07% | 220 | -2,291 | -13.77% | Q1 2026 | May 08, 2026 |
| Team Financial Group, LLC | History | Reduced | 14,345 | 753 | 0.34% | 0.34% | 221 | -298 | -2.04% | Q1 2026 | May 01, 2026 |
| Friday Financial | History | No change | 14,350 | 753 | 0.26% | 0.26% | 222 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 14,306 | 751 | 0.0% | 0.0% | 223 | +13,047 | 1036.3% | Q1 2026 | May 13, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 14,209 | 746 | 0.07% | 0.07% | 224 | -239 | -1.65% | Q1 2026 | Apr 10, 2026 |
| HighPoint Advisor Group LLC | History | New | 13,823 | 726 | 0.03% | — | 225 | +13,823 | New | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 13,626 | 715 | 0.0% | 0.0% | 226 | +3,222 | 30.97% | Q1 2026 | May 15, 2026 |
| Simmons Bank | History | Reduced | 13,554 | 712 | 0.05% | 0.06% | 227 | -2,900 | -17.62% | Q1 2026 | Apr 23, 2026 |
| Western Wealth Management, LLC | History | Added to | 13,548 | 711 | 0.03% | 0.02% | 228 | +4,114 | 43.61% | Q1 2026 | May 19, 2026 |
| Betterment LLC | History | Reduced | 13,296 | 699 | 0.0% | 0.0% | 230 | -819 | -5.8% | Q1 2026 | May 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 13,322 | 699 | 0.02% | 0.02% | 229 | -88 | -0.66% | Q1 2026 | Apr 27, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 13,086 | 687 | 0.01% | 0.01% | 231 | -2,488 | -15.98% | Q1 2026 | May 01, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 12,976 | 681 | 0.05% | 0.05% | 232 | -892 | -6.43% | Q1 2026 | Apr 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 13,130 | 677 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 12,856 | 675 | 0.04% | 0.05% | 234 | -1,294 | -9.14% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 12,848 | 675 | 0.0% | 0.0% | 235 | +375 | 3.01% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Added to | 12,684 | 666 | 0.0% | 0.0% | 236 | +38 | 0.3% | Q1 2026 | May 14, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 12,376 | 650 | 0.04% | 0.38% | 237 | +52 | 0.42% | Q1 2026 | Apr 16, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 12,344 | 648 | 0.04% | 0.02% | 238 | +7,525 | 156.15% | Q1 2026 | Apr 29, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 12,332 | 647 | 0.09% | 0.09% | 239 | -285 | -2.26% | Q1 2026 | May 07, 2026 |
| CITIGROUP INC | History | Added to | 12,076 | 634 | 0.0% | 0.0% | 240 | +658 | 5.76% | Q1 2026 | May 11, 2026 |
| Asset Dedication, LLC | History | No change | 12,303 | 634 | 0.04% | 0.04% | 241 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| New Insight Wealth Advisors | History | Added to | 11,903 | 625 | 0.22% | 0.21% | 242 | +414 | 3.6% | Q1 2026 | May 07, 2026 |
| HANOVER ADVISORS INC | History | No change | 11,871 | 623 | 0.25% | 0.24% | 243 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| New Hampshire Trust | History | No change | 11,805 | 620 | 0.13% | 0.12% | 244 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 11,742 | 616 | 0.15% | 0.16% | 245 | -79 | -0.67% | Q1 2026 | Apr 20, 2026 |
| Redmond Asset Management, LLC | History | Added to | 11,640 | 611 | 0.17% | 0.15% | 246 | +47 | 0.41% | Q1 2026 | May 06, 2026 |
| Vines Capital Management, LLC | History | Reduced | 11,573 | 608 | 0.6% | 0.58% | 247 | -65 | -0.56% | Q1 2026 | May 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 11,315 | 594 | 0.02% | 0.02% | 248 | +161 | 1.44% | Q1 2026 | May 12, 2026 |
| CAPE ANN SAVINGS BANK | History | Added to | 11,298 | 593 | 0.3% | 0.28% | 249 | +705 | 6.66% | Q1 2026 | Apr 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 10,742 | 564 | 0.0% | — | 250 | +10,742 | New | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 10,684 | 561 | 0.01% | 0.01% | 251 | -6,480 | -37.75% | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 10,624 | 558 | 0.0% | 0.0% | 252 | +500 | 4.94% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 10,488 | 551 | 0.03% | 0.03% | 253 | +885 | 9.22% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 10,393 | 546 | 0.01% | 0.01% | 254 | +1,669 | 19.13% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 10,349 | 543 | 0.01% | 0.02% | 255 | -27,194 | -72.43% | Q1 2026 | Apr 20, 2026 |
| Ancora Advisors LLC | History | No change | 10,251 | 538 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 10,182 | 534 | 0.18% | 0.22% | 257 | -2,042 | -16.7% | Q1 2026 | Apr 29, 2026 |
| Integrated Advisors Network LLC | History | No change | 10,050 | 528 | 0.03% | 0.02% | 258 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Aspen Investment Management Inc | History | No change | 9,630 | 506 | 0.15% | 0.15% | 259 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 9,483 | 498 | 0.2% | 0.19% | 260 | -59 | -0.62% | Q1 2026 | Apr 23, 2026 |
| Evanson Asset Management, LLC | History | Added to | 9,432 | 495 | 0.03% | 0.03% | 261 | +47 | 0.5% | Q1 2026 | Apr 08, 2026 |
| PFG Investments, LLC | History | Reduced | 9,325 | 489 | 0.02% | 0.02% | 262 | -257 | -2.68% | Q1 2026 | Apr 27, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 9,083 | 477 | 0.09% | 0.11% | 263 | -239 | -2.56% | Q1 2026 | May 15, 2026 |
| Heritage Trust Co | History | No change | 8,863 | 465 | 0.05% | 0.05% | 264 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 8,653 | 454 | 0.1% | 0.11% | 265 | -750 | -7.98% | Q1 2026 | Apr 27, 2026 |
| WealthPoint Financial, LLC | History | No change | 8,773 | 452 | 0.39% | 0.39% | 266 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MCF Advisors LLC | History | Added to | 8,515 | 447 | 0.02% | 0.02% | 267 | +123 | 1.47% | Q1 2026 | May 11, 2026 |
| Boston Common Asset Management, LLC | History | No change | 8,500 | 446 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 8,464 | 444 | 0.05% | 0.05% | 269 | -14 | -0.17% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 8,417 | 442 | 0.05% | 0.05% | 270 | +1 | 0.01% | Q1 2026 | Apr 28, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 8,221 | 431 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 8,157 | 428 | 0.0% | 0.0% | 274 | +4,279 | 110.34% | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 8,154 | 428 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 8,161 | 428 | 0.29% | 0.29% | 273 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Vontobel Holding Ltd. | History | Added to | 7,937 | 417 | 0.0% | 0.0% | 275 | +652 | 8.95% | Q1 2026 | May 08, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 8,017 | 413 | 0.03% | 0.02% | 277 | -1,020 | -11.29% | Q1 2026 | Apr 24, 2026 |
| Invesco Ltd. | History | Added to | 7,868 | 413 | 0.0% | 0.0% | 276 | +531 | 7.24% | Q1 2026 | May 12, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 7,825 | 411 | 0.03% | 0.03% | 278 | -431 | -5.22% | Q1 2026 | Apr 27, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 7,827 | 411 | 0.13% | 0.14% | 279 | -277 | -3.42% | Q1 2026 | Apr 24, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 7,646 | 403 | 0.01% | 0.01% | 280 | -839 | -9.89% | Q1 2026 | May 14, 2026 |
| Leo Wealth, LLC | History | Added to | 7,614 | 400 | 0.03% | 0.03% | 281 | +1 | 0.01% | Q1 2026 | May 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 7,509 | 394 | 0.0% | 0.0% | 282 | +2,066 | 37.96% | Q1 2026 | May 13, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 7,475 | 392 | 0.01% | 0.01% | 283 | +4 | 0.05% | Q1 2026 | May 15, 2026 |
| DMC Group, LLC | History | New | 7,369 | 387 | 0.26% | — | 284 | +7,369 | New | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | Reduced | 7,340 | 385 | 0.01% | 0.01% | 285 | -1,265 | -14.7% | Q1 2026 | Apr 27, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 7,335 | 385 | 0.1% | 0.11% | 286 | -679 | -8.47% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Added to | 7,311 | 384 | 0.01% | 0.01% | 287 | +93 | 1.29% | Q1 2026 | Apr 14, 2026 |
| Reliant Investment Partners, LLC | History | No change | 7,165 | 376 | 0.31% | 0.29% | 288 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 7,144 | 375 | 0.02% | 0.02% | 289 | -419 | -5.54% | Q1 2026 | Apr 28, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 7,128 | 374 | 0.14% | — | 290 | +7,128 | New | Q1 2026 | Apr 28, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 7,088 | 372 | 0.13% | 0.13% | 291 | +5 | 0.07% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 7,059 | 370 | 0.0% | 0.0% | 292 | +1,212 | 20.73% | Q1 2026 | Apr 20, 2026 |
| WEST BANCORPORATION INC | History | No change | 7,031 | 369 | 0.18% | 0.19% | 293 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 7,000 | 367 | 0.05% | 0.05% | 294 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 6,963 | 365 | 0.0% | 0.0% | 295 | -844 | -10.81% | Q1 2026 | May 13, 2026 |
| Berkeley, Inc | History | No change | 6,965 | 365 | 0.12% | 0.11% | 296 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 6,900 | 362 | 0.0% | 0.0% | 297 | -58,700 | -89.48% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,902 | 362 | 0.01% | 0.01% | 298 | -2,208 | -24.24% | Q1 2026 | Apr 13, 2026 |
| Key FInancial Inc | History | Reduced | 6,789 | 356 | 0.06% | 0.07% | 299 | -465 | -6.41% | Q1 2026 | Apr 24, 2026 |
| DGS Capital Management, LLC | History | Reduced | 6,468 | 339 | 0.06% | 0.06% | 300 | -375 | -5.48% | Q1 2026 | Apr 28, 2026 |