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 |
| MONECO ADVISORS, LLC | History | No change | 5,966 | 337 | 0.02% | 0.02% | 301 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,961 | 336 | 0.03% | 0.03% | 302 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 5,956 | 336 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BRIGHTON JONES LLC | History | No change | 5,872 | 331 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewCorp Financial Services, Inc. | History | No change | 5,808 | 328 | 0.25% | 0.25% | 305 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 5,687 | 321 | 0.02% | 0.02% | 306 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sun Financial Inc | History | No change | 5,531 | 321 | 0.15% | 0.15% | 307 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 5,662 | 320 | 0.05% | 0.05% | 308 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Coquina Private Wealth LLC | History | No change | 5,564 | 314 | 0.21% | 0.21% | 309 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 5,542 | 313 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 5,430 | 306 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 5,375 | 303 | 0.17% | 0.17% | 312 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weinberger Asset Management, Inc | History | No change | 5,260 | 302 | 0.1% | 0.1% | 313 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cottage Street Advisors LLC | History | No change | 5,326 | 300 | 0.12% | 0.12% | 314 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 5,544 | 299 | 0.03% | 0.04% | 315 | +22 | 0.4% | Q3 2026 | Oct 09, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 5,271 | 297 | 0.02% | 0.02% | 316 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | No change | 5,243 | 296 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kovack Advisors, Inc. | History | No change | 5,240 | 295 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OneAscent Wealth Management LLC | History | No change | 5,230 | 295 | 0.09% | 0.09% | 319 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 5,078 | 286 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BCGM Wealth Management, LLC | History | No change | 5,068 | 286 | 0.06% | 0.06% | 321 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Portland Financial Advisors Inc | History | No change | 5,060 | 285 | 0.52% | 0.52% | 322 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | No change | 5,038 | 284 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Seek First Inc. | History | No change | 5,010 | 283 | 0.18% | 0.18% | 324 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 4,967 | 280 | 0.03% | 0.03% | 325 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Marble Wealth, LLC | History | No change | 4,961 | 280 | 0.04% | 0.04% | 326 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Investment Management, LLC | History | No change | 4,931 | 278 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 4,890 | 276 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 4,882 | 275 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Panoramic Capital Partners, LLC | History | No change | 4,800 | 271 | 0.13% | 0.13% | 330 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 4,689 | 265 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 4,700 | 265 | 0.03% | 0.03% | 332 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneAscent Family Office, LLC | History | No change | 4,666 | 263 | 0.13% | 0.13% | 333 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Financial Advisory LLC | History | No change | 4,627 | 261 | 0.05% | 0.05% | 334 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Berger Financial Group, Inc | History | No change | 4,626 | 261 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SMITH, MOORE & CO. | History | No change | 4,584 | 259 | 0.02% | 0.02% | 336 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 4,594 | 259 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 4,556 | 257 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Patten Group, Inc. | History | No change | 4,536 | 256 | 0.04% | 0.04% | 339 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RFG Advisory, LLC | History | No change | 4,453 | 251 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 4,438 | 250 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Alhambra Investment Management LLC | History | No change | 4,409 | 249 | 0.11% | 0.11% | 342 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Smith Partners Wealth Management, LLC | History | No change | 4,393 | 248 | 0.2% | 0.2% | 343 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 4,379 | 247 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 4,379 | 247 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 4,257 | 240 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Essex Bank | History | No change | 4,200 | 237 | 0.05% | 0.05% | 347 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 4,190 | 236 | 0.03% | 0.03% | 348 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 4,150 | 234 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 4,145 | 234 | 0.08% | 0.08% | 350 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 4,116 | 232 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Northern Financial Advisors Inc | History | No change | 4,118 | 232 | 0.15% | 0.15% | 352 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 4,110 | 232 | 0.09% | 0.09% | 353 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockport Wealth LLC | History | No change | 4,095 | 231 | 0.04% | 0.04% | 354 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HRT FINANCIAL LP | History | No change | 4,033 | 227 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 4,022 | 227 | 0.08% | 0.08% | 356 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WILLNER & HELLER, LLC | History | No change | 3,948 | 223 | 0.14% | 0.14% | 357 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Avant Capital LLC | History | No change | 3,941 | 222 | 0.14% | 0.14% | 358 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANTAMAC CAPITAL, LLC | History | No change | 3,900 | 220 | 0.11% | 0.11% | 359 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 3,871 | 218 | 0.07% | 0.07% | 360 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 3,850 | 217 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAM Investment Partners, LLC | History | No change | 3,851 | 217 | 0.03% | 0.03% | 362 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 3,816 | 215 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 3,807 | 215 | 0.05% | 0.05% | 364 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sowell Financial Services LLC | History | No change | 3,794 | 214 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 3,778 | 213 | 0.03% | 0.03% | 366 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 3,758 | 212 | 0.12% | 0.12% | 367 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 3,915 | 211 | 0.15% | 0.16% | 368 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 3,703 | 209 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 3,679 | 207 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 3,645 | 206 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Valmark Advisers, Inc. | History | No change | 3,602 | 203 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 3,606 | 203 | 0.04% | 0.04% | 373 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MWA Asset Management | History | No change | 3,600 | 203 | 0.09% | 0.09% | 374 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stenger Family Office, LLC | History | No change | 3,585 | 202 | 0.03% | 0.03% | 375 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 3,566 | 201 | 0.04% | 0.04% | 376 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,514 | 198 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,464 | 195 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,572 | 192 | 0.01% | 0.01% | 379 | +150 | 4.38% | Q3 2026 | Oct 08, 2026 |
| River Street Advisors LLC | History | No change | 3,408 | 192 | 0.06% | 0.06% | 380 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MTM Investment Management, LLC | History | No change | 3,371 | 190 | 0.05% | 0.05% | 381 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BankPlus Trust Department | History | No change | 3,348 | 189 | 0.04% | 0.04% | 382 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | No change | 3,277 | 185 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 3,068 | 173 | 0.1% | 0.1% | 384 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Investors Research Corp | History | Reduced | 2,913 | 157 | 0.03% | 0.05% | 385 | -1,814 | -38.38% | Q3 2026 | Oct 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,771 | 156 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Viewpoint Capital Management LLC | History | No change | 2,550 | 144 | 0.07% | 0.07% | 387 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AlphaCore Capital LLC | History | No change | 2,440 | 137 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 2,288 | 129 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Versant Capital Management, Inc | History | No change | 2,386 | 128 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 2,230 | 126 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Colonial Trust Co / SC | History | No change | 2,012 | 113 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,968 | 111 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,928 | 108 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,810 | 102 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,797 | 101 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1,506 | 85 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BOKF, NA | History | No change | 1,492 | 84 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,500 | 84 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BESSEMER GROUP INC | History | No change | 1,430 | 81 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dunhill Financial, LLC | History | No change | 1,440 | 81 | 0.02% | 0.02% | 401 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kennebec Savings Bank | History | No change | 1,418 | 80 | 0.06% | 0.06% | 402 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,387 | 78 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 1,373 | 77 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 1,276 | 72 | 0.03% | 0.03% | 405 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,200 | 67 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,159 | 65 | 0.02% | 0.02% | 407 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ascentis Independent Advisors | History | No change | 1,081 | 61 | 0.16% | 0.16% | 408 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,053 | 59 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fairway Wealth LLC | History | No change | 1,007 | 56 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Synergy Investment Management, LLC | History | No change | 1,000 | 56 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 930 | 52 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| McMillan Office, Inc. | History | No change | 900 | 50 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 855 | 48 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 824 | 46 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perkins Coie Trust Co | History | No change | 740 | 41 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ASSETMARK, INC | History | No change | 709 | 40 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hoese & Co LLP | History | No change | 709 | 40 | 0.03% | 0.03% | 418 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WealthCollab, LLC | History | No change | 645 | 36 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caldwell Trust Co | History | No change | 650 | 36 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Basepoint Wealth LLC | History | No change | 615 | 34 | 0.02% | 0.02% | 421 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Center for Financial Planning, Inc. | History | No change | 552 | 31 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RMG Wealth Management LLC | History | No change | 543 | 31 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 526 | 29 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 520 | 29 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 496 | 28 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 480 | 27 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BAYBAN | History | No change | 486 | 27 | 0.02% | 0.02% | 428 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 474 | 26 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 450 | 25 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LifeSteps Financial, Inc. | History | No change | 447 | 25 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 450 | 25 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 426 | 24 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Noble Wealth Management PBC | History | No change | 432 | 23 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| SFAM, LLC | History | No change | 389 | 21 | 0.02% | 0.02% | 435 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 377 | 21 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 381 | 20 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 359 | 20 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Frankly Finances, LLC | History | No change | 362 | 20 | 0.02% | 0.02% | 439 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 335 | 18 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Roxbury Financial LLC | History | Added to | 320 | 17 | 0.01% | 0.01% | 442 | +1 | 0.31% | Q3 2026 | Oct 01, 2026 |
| United Community Bank | History | No change | 311 | 17 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Register Financial Advisors LLC | History | No change | 301 | 16 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Polaris Financial Partners | History | New | 267 | 14 | 0.01% | — | 444 | +267 | New | Q3 2026 | Oct 02, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 230 | 13 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Triumph Capital Management | History | No change | 242 | 13 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quaker Wealth Management, LLC | History | No change | 237 | 13 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 238 | 13 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VANGUARD ADVISERS INC | History | No change | 227 | 12 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantum Portfolio Management LLC | History | No change | 225 | 12 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DecisionPoint Financial, LLC | History | No change | 190 | 10 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ankerstar Wealth, LLC | History | No change | 188 | 10 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 135 | 7 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 99 | 5 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| REAP Financial Group, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RHL GROUP, LLC | History | No change | 90 | 5 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vision Retirement, LLC | History | No change | 89 | 5 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cornerstone Planning Group LLC | History | No change | 71 | 4 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Covestor Ltd | History | No change | 68 | 4 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abound Wealth Management | History | No change | 52 | 2 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Kingdom Financial Group LLC. | History | No change | 46 | 2 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IMG Wealth Management, Inc. | History | No change | 40 | 2 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UMB Bank, n.a. | History | No change | 27 | 1 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Front Row Advisors LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kozak & Associates, Inc. | History | No change | 25 | 1 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 21 | 1 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 26 | 1 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 34 | 1 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hickory Point Bank & Trust | History | Closed out | 0 | 0 | — | 0.11% | — | -3,108 | -100.0% | Q3 2026 | Oct 01, 2026 |
| CENTRAL TRUST Co | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Provident Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bell Investment Advisors, Inc | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Key Capital Management, INC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |