WisdomTree Trust - DWM
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 950,131 | 66,405 | 0.0% | 0.0% | 1 | -15,668 | -1.62% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 476,008 | 33,268 | 0.01% | 0.01% | 2 | -588 | -0.12% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 431,853 | 30,182 | 0.01% | 0.01% | 3 | +28,935 | 7.18% | Q1 2026 | May 11, 2026 |
| LRI Investments, LLC | History | No change | 386,546 | 27,015 | 2.39% | 2.15% | 4 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 385,118 | 26,916 | 0.0% | 0.0% | 5 | -4,722 | -1.21% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 309,543 | 21,634 | 0.26% | 0.26% | 6 | +2,043 | 0.66% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Added to | 220,766 | 15,429 | 0.0% | 0.0% | 7 | +40,489 | 22.46% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 208,173 | 14,699 | 0.03% | 0.03% | 8 | -123,719 | -37.28% | Q1 2026 | Apr 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 111,713 | 7,807 | 0.0% | 0.0% | 9 | -18,976 | -14.52% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 107,653 | 7,523 | 0.03% | 0.04% | 10 | -21,132 | -16.41% | Q1 2026 | Apr 30, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 98,295 | 6,869 | 1.36% | 1.48% | 11 | -4,462 | -4.34% | Q1 2026 | Apr 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 95,342 | 6,664 | 0.21% | 0.08% | 12 | +61,817 | 184.39% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 89,090 | 6,226 | 0.0% | 0.0% | 13 | +1,458 | 1.66% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 88,851 | 6,209 | 0.0% | 0.0% | 14 | +7,987 | 9.88% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 84,255 | 5,888 | 0.01% | 0.01% | 15 | +4,731 | 5.95% | Q1 2026 | May 13, 2026 |
| NewSquare Capital LLC | History | Added to | 76,369 | 5,337 | 0.46% | 0.45% | 16 | +2,700 | 3.67% | Q1 2026 | May 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 65,890 | 4,605 | 0.26% | 0.28% | 17 | -5,849 | -8.15% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 63,806 | 4,459 | 0.01% | 0.01% | 18 | -25,329 | -28.42% | Q1 2026 | May 04, 2026 |
| Key FInancial Inc | History | Added to | 63,808 | 4,459 | 0.79% | 0.76% | 19 | +3,515 | 5.83% | Q1 2026 | Apr 24, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 57,609 | 4,026 | 2.12% | 2.06% | 20 | +226 | 0.39% | Q1 2026 | Apr 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 57,071 | 3,988 | 0.08% | 0.08% | 21 | -410 | -0.71% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 56,932 | 3,979 | 0.03% | 0.03% | 22 | +9,501 | 20.03% | Q1 2026 | Apr 15, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 52,749 | 3,916 | 0.08% | 0.09% | 23 | -1,321 | -2.44% | Q1 2026 | May 11, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 53,660 | 3,750 | 0.01% | 0.01% | 24 | +1,586 | 3.05% | Q1 2026 | May 14, 2026 |
| Phillip James Consulting Co. | History | New | 37,269 | 3,037 | 2.3% | — | 25 | +37,269 | New | Q1 2026 | May 11, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 41,319 | 2,887 | 0.0% | 0.0% | 26 | -383 | -0.92% | Q1 2026 | May 13, 2026 |
| Envision Financial LLC | History | Reduced | 40,113 | 2,803 | 1.51% | 1.72% | 27 | -7,301 | -15.4% | Q1 2026 | Apr 16, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 39,140 | 2,735 | 0.38% | 0.51% | 28 | -13,654 | -25.86% | Q1 2026 | May 13, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 32,230 | 2,252 | 1.38% | 1.5% | 29 | -2 | -0.01% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 31,723 | 2,218 | 0.0% | 0.0% | 30 | -1,704 | -5.1% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 30,354 | 2,121 | 0.01% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 29,901 | 2,089 | 0.03% | — | 32 | +29,901 | New | Q1 2026 | May 01, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 27,955 | 1,953 | 0.46% | 0.43% | 33 | -475 | -1.67% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Reduced | 27,454 | 1,918 | 0.0% | 0.0% | 34 | -149 | -0.54% | Q1 2026 | May 12, 2026 |
| COURIER CAPITAL LLC | History | Added to | 26,860 | 1,877 | 0.1% | 0.1% | 35 | +57 | 0.21% | Q1 2026 | Apr 23, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 26,528 | 1,854 | 0.04% | 0.04% | 36 | +184 | 0.7% | Q1 2026 | May 04, 2026 |
| PLIMOTH TRUST CO LLC | History | Added to | 25,026 | 1,749 | 0.39% | 0.36% | 37 | +1,259 | 5.3% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 24,416 | 1,706 | 0.1% | 0.07% | 38 | +3,195 | 15.06% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Added to | 24,254 | 1,695 | 0.01% | 0.01% | 39 | +1 | 0.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 17,894 | 1,250 | 0.0% | 0.0% | 40 | +7,128 | 66.21% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 17,832 | 1,246 | 0.0% | 0.0% | 41 | +1,945 | 12.24% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 17,438 | 1,218 | 0.0% | 0.0% | 42 | +14,041 | 413.34% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 17,279 | 1,207 | 0.12% | 0.14% | 43 | -2,033 | -10.53% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 17,177 | 1,200 | 0.0% | 0.0% | 44 | +141 | 0.83% | Q1 2026 | May 15, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 16,840 | 1,176 | 0.65% | 0.71% | 45 | -557 | -3.2% | Q1 2026 | May 05, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 15,655 | 1,094 | 0.41% | 0.42% | 46 | -452 | -2.81% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 14,822 | 1,036 | 0.0% | 0.0% | 47 | -229 | -1.52% | Q1 2026 | Apr 30, 2026 |
| ProVise Management Group, LLC | History | No change | 14,692 | 1,026 | 0.07% | 0.07% | 48 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 14,039 | 981 | 0.01% | 0.01% | 49 | -141 | -0.99% | Q1 2026 | Apr 15, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 13,812 | 965 | 0.09% | 0.09% | 50 | -4 | -0.03% | Q1 2026 | Apr 10, 2026 |
| OneAscent Financial Services LLC | History | Added to | 13,796 | 964 | 0.05% | 0.08% | 51 | +980 | 7.65% | Q1 2026 | Apr 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 12,888 | 900 | 0.0% | 0.0% | 52 | +173 | 1.36% | Q1 2026 | May 05, 2026 |
| Intrua Financial, LLC | History | No change | 12,636 | 883 | 0.09% | 0.09% | 53 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| COMERICA BANK | History | No change | 12,532 | 861 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 12,292 | 859 | 0.19% | 0.2% | 55 | -569 | -4.42% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | New | 12,006 | 839 | 0.0% | — | 56 | +12,006 | New | Q1 2026 | May 01, 2026 |
| Modera Wealth Management, LLC | History | No change | 11,879 | 830 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 11,837 | 827 | 0.0% | 0.0% | 58 | -1,868 | -13.63% | Q1 2026 | May 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 11,777 | 823 | 0.02% | 0.03% | 59 | -2,734 | -18.84% | Q1 2026 | Apr 28, 2026 |
| Falcon Wealth Planning | History | Added to | 11,646 | 813 | 0.06% | 0.07% | 60 | +45 | 0.39% | Q1 2026 | Apr 20, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,951 | 811 | 0.0% | 0.0% | 61 | +427 | 3.71% | Q1 2026 | May 13, 2026 |
| Brightwater Advisory LLC | History | Reduced | 11,283 | 788 | 0.52% | 0.53% | 62 | -190 | -1.66% | Q1 2026 | Apr 30, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 9,747 | 681 | 0.05% | 0.06% | 63 | -3,284 | -25.2% | Q1 2026 | Apr 13, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 9,487 | 663 | 0.08% | 0.1% | 64 | -1,905 | -16.72% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,405 | 657 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 9,228 | 644 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 8,868 | 619 | 0.01% | 0.01% | 67 | +1,709 | 23.87% | Q1 2026 | Apr 20, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 8,800 | 615 | 0.0% | — | 68 | +8,800 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 8,489 | 593 | 0.0% | 0.0% | 69 | +4 | 0.05% | Q1 2026 | May 14, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 7,670 | 536 | 0.05% | 0.06% | 70 | -601 | -7.27% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,719 | 523 | 0.0% | 0.0% | 71 | +550 | 7.67% | Q1 2026 | May 15, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 6,936 | 484 | 0.08% | 0.05% | 72 | +2,829 | 68.88% | Q1 2026 | Apr 21, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 7,000 | 481 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allen Capital Group, LLC | History | No change | 6,868 | 480 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| CAPE ANN SAVINGS BANK | History | No change | 6,794 | 474 | 0.24% | 0.24% | 75 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,450 | 450 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 6,252 | 436 | 0.05% | 0.05% | 77 | +15 | 0.24% | Q1 2026 | Apr 08, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 5,973 | 417 | 0.11% | 0.12% | 78 | +2 | 0.03% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,832 | 407 | 0.0% | 0.0% | 79 | +624 | 11.98% | Q1 2026 | Apr 24, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 5,783 | 404 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Waverly Advisors, LLC | History | New | 5,711 | 399 | 0.0% | — | 81 | +5,711 | New | Q1 2026 | May 15, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 5,615 | 392 | 0.17% | 0.17% | 82 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 5,569 | 389 | 0.0% | 0.0% | 83 | +445 | 8.68% | Q1 2026 | Jun 02, 2026 |
| New World Advisors LLC | History | Reduced | 5,299 | 370 | 0.07% | 0.07% | 84 | -407 | -7.13% | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,338 | 367 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 4,887 | 341 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 4,562 | 318 | 0.03% | 0.03% | 87 | -128 | -2.73% | Q1 2026 | May 14, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 4,545 | 317 | 0.06% | 0.06% | 88 | -175 | -3.71% | Q1 2026 | Apr 09, 2026 |
| CWM, LLC | History | Added to | 4,435 | 309 | 0.0% | 0.0% | 89 | +5 | 0.11% | Q1 2026 | May 14, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 4,226 | 295 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| New Perspectives, Inc | History | No change | 4,175 | 291 | 0.1% | 0.1% | 91 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Viewpoint Capital Management LLC | History | No change | 4,100 | 286 | 0.13% | 0.12% | 92 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 4,014 | 280 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 3,944 | 275 | 0.08% | 0.09% | 94 | -577 | -12.76% | Q1 2026 | May 07, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 3,885 | 271 | 0.03% | 0.03% | 95 | +154 | 4.13% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 3,870 | 270 | 0.0% | 0.0% | 96 | +1 | 0.03% | Q1 2026 | May 05, 2026 |
| CULBERTSON A N & CO INC | History | No change | 3,695 | 258 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,248 | 226 | 0.0% | 0.0% | 98 | -11,481 | -77.95% | Q1 2026 | Apr 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,225 | 225 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| American Trust | History | Added to | 3,174 | 221 | 0.02% | 0.02% | 100 | +37 | 1.18% | Q1 2026 | May 01, 2026 |
| Arax Advisory Partners | History | New | 3,057 | 213 | 0.01% | — | 101 | +3,057 | New | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | New | 3,001 | 209 | 0.0% | — | 103 | +3,001 | New | Q1 2026 | May 11, 2026 |
| 4WEALTH ADVISORS, INC. | History | Reduced | 3,080 | 209 | 0.18% | 0.2% | 102 | -274 | -8.17% | Q1 2026 | Apr 27, 2026 |
| Independence Bank of Kentucky | History | No change | 2,415 | 168 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hickory Point Bank & Trust | History | New | 2,266 | 158 | 0.1% | — | 105 | +2,266 | New | Q1 2026 | Apr 03, 2026 |
| FMR LLC | History | Added to | 2,177 | 152 | 0.0% | 0.0% | 106 | +211 | 10.73% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,085 | 145 | 0.0% | 0.0% | 107 | +4 | 0.19% | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,794 | 125 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 1,743 | 121 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,650 | 115 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,548 | 108 | 0.0% | 0.0% | 111 | +1,514 | 4452.94% | Q1 2026 | May 07, 2026 |
| Founders Financial Alliance, LLC | History | New | 1,502 | 104 | 0.02% | — | 112 | +1,502 | New | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,272 | 88 | 0.0% | 0.0% | 113 | +450 | 54.74% | Q1 2026 | May 13, 2026 |
| WPG Advisers, LLC | History | Reduced | 1,086 | 75 | 0.06% | 0.06% | 114 | -15 | -1.36% | Q1 2026 | Apr 29, 2026 |
| Ancora Advisors LLC | History | No change | 1,000 | 69 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 950 | 66 | 0.0% | — | 116 | +950 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 877 | 61 | 0.0% | 0.0% | 117 | +449 | 104.91% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 828 | 57 | 0.0% | 0.0% | 119 | +35 | 4.41% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 816 | 57 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Creative Capital Management Investments LLC | History | No change | 539 | 37 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 510 | 35 | 0.01% | — | 121 | +510 | New | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 490 | 34 | 0.0% | 0.02% | 122 | -2,485 | -83.53% | Q1 2026 | Apr 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 338 | 23 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Western Wealth Management, LLC | History | New | 322 | 22 | 0.0% | — | 125 | +322 | New | Q1 2026 | May 19, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 325 | 22 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | New | 245 | 17 | 0.0% | — | 126 | +245 | New | Q1 2026 | Apr 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 215 | 15 | 0.0% | — | 127 | +215 | New | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 154 | 10 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | New | 132 | 9 | 0.0% | — | 129 | +132 | New | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | No change | 116 | 8 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Abound Wealth Management | History | No change | 113 | 7 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 61 | 4 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SHP Wealth Management | History | No change | 30 | 2 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Duncan Williams Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,717 | -100.0% | Q1 2026 | May 05, 2026 |
| Tidemark, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -783 | -100.0% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -510 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -378 | -100.0% | Q1 2026 | Apr 30, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |