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 | No change | 915,784 | 67,048 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 469,903 | 34,403 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 388,008 | 28,407 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | No change | 386,413 | 28,290 | 2.27% | 2.27% | 4 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 375,486 | 27,490 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 309,102 | 22,630 | 0.24% | 0.24% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 232,150 | 16,996 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 218,510 | 15,782 | 0.02% | 0.03% | 8 | +1,710 | 0.79% | Q3 2026 | Oct 13, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 117,263 | 8,585 | 0.35% | 0.35% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 111,986 | 8,198 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 96,512 | 7,107 | 1.3% | 1.29% | 11 | -1,224 | -1.25% | Q3 2026 | Oct 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 91,854 | 6,712 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 89,203 | 6,530 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 83,623 | 6,158 | 0.02% | 0.02% | 14 | +1,501 | 1.83% | Q3 2026 | Nov 02, 2026 |
| NewSquare Capital LLC | History | No change | 79,206 | 5,799 | 0.43% | 0.43% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 74,145 | 5,428 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 69,779 | 5,108 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 61,523 | 4,530 | 0.23% | 0.23% | 18 | -1,679 | -2.66% | Q3 2026 | Nov 03, 2026 |
| Key FInancial Inc | History | Reduced | 60,034 | 4,421 | 0.72% | 0.75% | 19 | -2,691 | -4.29% | Q3 2026 | Nov 02, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 59,874 | 4,409 | 1.86% | 1.89% | 20 | +856 | 1.45% | Q3 2026 | Oct 30, 2026 |
| Merit Financial Group, LLC | History | No change | 59,906 | 4,385 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 58,714 | 4,298 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HBK Sorce Advisory LLC | History | No change | 52,749 | 4,028 | 0.08% | 0.08% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 54,416 | 4,007 | 0.06% | 0.05% | 24 | -2,738 | -4.79% | Q3 2026 | Oct 15, 2026 |
| Falcon Wealth Planning | History | No change | 40,548 | 2,968 | 0.19% | 0.19% | 25 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 40,093 | 2,935 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 38,077 | 2,787 | 0.35% | 0.35% | 27 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 32,880 | 2,408 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 31,153 | 2,281 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Envision Financial LLC | History | Reduced | 28,827 | 2,122 | 0.94% | 1.19% | 30 | -6,517 | -18.44% | Q3 2026 | Oct 15, 2026 |
| Creative Planning | History | Added to | 28,047 | 2,065 | 0.0% | 0.0% | 31 | +591 | 2.15% | Q3 2026 | Nov 02, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 27,896 | 2,054 | 0.02% | 0.03% | 32 | -1,105 | -3.81% | Q3 2026 | Oct 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 27,968 | 2,047 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 26,423 | 1,945 | 1.14% | 1.18% | 34 | -170 | -0.64% | Q3 2026 | Oct 16, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 25,008 | 1,841 | 0.36% | 0.52% | 35 | -1,604 | -6.03% | Q3 2026 | Oct 27, 2026 |
| &PARTNERS | History | No change | 24,727 | 1,810 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 24,521 | 1,805 | 0.34% | 0.36% | 37 | -50 | -0.2% | Q3 2026 | Oct 26, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 21,038 | 1,540 | 0.08% | 0.08% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 19,742 | 1,445 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 17,934 | 1,313 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 16,934 | 1,239 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 16,754 | 1,226 | 0.62% | 0.62% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 15,373 | 1,132 | 0.38% | 0.38% | 43 | -39 | -0.25% | Q3 2026 | Oct 19, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 15,330 | 1,129 | 0.06% | 0.1% | 44 | -11,761 | -43.41% | Q3 2026 | Oct 19, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 15,272 | 1,124 | 0.11% | 0.11% | 45 | -521 | -3.3% | Q3 2026 | Oct 27, 2026 |
| ProVise Management Group, LLC | History | No change | 14,692 | 1,075 | 0.07% | 0.07% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | No change | 14,088 | 1,031 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneAscent Financial Services LLC | History | No change | 13,935 | 1,020 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 13,616 | 996 | 0.09% | 0.09% | 49 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 13,253 | 976 | 0.0% | 0.0% | 50 | -55 | -0.41% | Q3 2026 | Oct 14, 2026 |
| Intrua Financial, LLC | History | No change | 12,771 | 940 | 0.09% | 0.09% | 51 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 12,771 | 935 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FIFTH THIRD BANCORP | History | No change | 11,952 | 875 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Modera Wealth Management, LLC | History | No change | 11,879 | 874 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 11,929 | 868 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,866 | 868 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 11,650 | 857 | 0.15% | 0.17% | 57 | -698 | -5.65% | Q3 2026 | Oct 28, 2026 |
| MCF Advisors LLC | History | No change | 11,119 | 818 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Brightwater Advisory LLC | History | No change | 10,814 | 791 | 0.5% | 0.5% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 10,200 | 751 | 0.02% | 0.02% | 60 | -320 | -3.04% | Q3 2026 | Oct 16, 2026 |
| Phillip James Consulting Co. | History | New | 9,652 | 710 | 0.48% | — | 61 | +9,652 | New | Q3 2026 | Nov 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,405 | 688 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 9,229 | 675 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 8,887 | 650 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 8,800 | 644 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 8,682 | 631 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 8,513 | 623 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 7,772 | 611 | 0.0% | 0.0% | 68 | +7,722 | 15444.0% | Q3 2026 | Oct 16, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 7,081 | 521 | 0.07% | 0.08% | 69 | +9 | 0.13% | Q3 2026 | Oct 19, 2026 |
| Arax Advisory Partners | History | No change | 7,076 | 518 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allen Capital Group, LLC | History | No change | 6,868 | 505 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CAPE ANN SAVINGS BANK | History | No change | 6,794 | 497 | 0.23% | 0.23% | 72 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 6,660 | 490 | 0.0% | 0.0% | 73 | -364 | -5.18% | Q3 2026 | Nov 02, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 6,454 | 475 | 0.04% | 0.04% | 74 | -223 | -3.34% | Q3 2026 | Oct 19, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,450 | 472 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 6,369 | 469 | 0.05% | 0.05% | 76 | +25 | 0.39% | Q3 2026 | Oct 08, 2026 |
| New World Advisors LLC | History | No change | 6,352 | 465 | 0.08% | 0.08% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 5,983 | 440 | 0.11% | 0.11% | 78 | +2 | 0.03% | Q3 2026 | Oct 29, 2026 |
| Private Advisor Group, LLC | History | No change | 5,985 | 438 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 5,906 | 434 | 0.0% | 0.0% | 80 | -120 | -1.99% | Q3 2026 | Oct 30, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 5,783 | 425 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 5,797 | 424 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 5,711 | 418 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 5,615 | 413 | 0.15% | 0.15% | 84 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,639 | 412 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,358 | 392 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| McNamara Financial Services, Inc. | History | No change | 4,499 | 329 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 4,416 | 323 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 4,226 | 309 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| New Perspectives, Inc | History | No change | 4,175 | 307 | 0.09% | 0.09% | 90 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Viewpoint Capital Management LLC | History | Added to | 4,100 | 301 | 0.14% | 0.08% | 91 | +2,000 | 95.24% | Q3 2026 | Oct 27, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 4,010 | 295 | 0.04% | 0.04% | 93 | -577 | -12.58% | Q3 2026 | Oct 19, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 4,014 | 295 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 4,002 | 293 | 0.08% | 0.08% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 3,939 | 288 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GSG Advisors LLC | History | New | 3,850 | 283 | 0.06% | — | 97 | +3,850 | New | Q3 2026 | Nov 03, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,875 | 283 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULBERTSON A N & CO INC | History | No change | 3,695 | 272 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CITIGROUP INC | History | Added to | 3,561 | 262 | 0.0% | 0.0% | 99 | +631 | 21.54% | Q3 2026 | Nov 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,491 | 255 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vise Technologies, Inc. | History | No change | 3,215 | 236 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,225 | 236 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 3,020 | 222 | 0.01% | — | 103 | +3,020 | New | Q3 2026 | Oct 21, 2026 |
| 4WEALTH ADVISORS, INC. | History | Reduced | 3,000 | 221 | 0.15% | 0.17% | 104 | -69 | -2.25% | Q3 2026 | Oct 13, 2026 |
| FMR LLC | History | No change | 2,966 | 217 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hickory Point Bank & Trust | History | No change | 2,266 | 166 | 0.1% | 0.1% | 106 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,109 | 154 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Independence Bank of Kentucky | History | No change | 2,080 | 153 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,806 | 132 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,719 | 125 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATHER GROUP, LLC. | History | New | 1,695 | 124 | 0.0% | — | 111 | +1,695 | New | Q3 2026 | Oct 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,650 | 120 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,516 | 111 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,350 | 98 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | No change | 1,228 | 89 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,160 | 84 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 1,086 | 79 | 0.04% | 0.05% | 117 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Ancora Advisors LLC | History | No change | 1,000 | 73 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 877 | 64 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 855 | 62 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Westside Investment Management, Inc. | History | No change | 816 | 60 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| IFG Advisory, LLC | History | No change | 774 | 56 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Capital Management Investments LLC | History | No change | 539 | 39 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 512 | 37 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 490 | 36 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 325 | 23 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 229 | 16 | 0.0% | 0.0% | 127 | -19 | -7.66% | Q3 2026 | Oct 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 215 | 15 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| VANGUARD ADVISERS INC | History | No change | 191 | 14 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 175 | 12 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 154 | 11 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 132 | 9 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 118 | 8 | 0.0% | — | 135 | +118 | New | Q3 2026 | Nov 04, 2026 |
| Root Financial Partners, LLC | History | New | 116 | 8 | 0.0% | — | 136 | +116 | New | Q3 2026 | Oct 21, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 121 | 8 | 0.0% | 0.0% | 134 | -7 | -5.47% | Q3 2026 | Oct 30, 2026 |
| Abound Wealth Management | History | No change | 113 | 8 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SIMA Wealth Partners, LLC | History | New | 84 | 6 | 0.0% | — | 137 | +84 | New | Q3 2026 | Oct 19, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 73 | 5 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | No change | 30 | 2 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,263 | -100.0% | Q3 2026 | Nov 02, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -338 | -100.0% | Q3 2026 | Oct 20, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |