WisdomTree Trust - DXJ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 3,110,165 | 480,769 | 0.03% | 0.03% | 1 | +89,224 | 2.95% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 2,167,947 | 343,793 | 0.02% | 0.02% | 2 | -133,760 | -5.81% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,436,453 | 227,792 | 0.02% | 0.01% | 3 | +139,317 | 10.74% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 702,665 | 108,617 | 0.09% | 0.01% | 4 | +582,325 | 483.9% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 589,058 | 93,412 | 0.02% | 0.02% | 5 | +90,081 | 18.05% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Added to | 507,304 | 80,448 | 0.16% | 0.0% | 6 | +497,925 | 5308.93% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 476,736 | 75,600 | 0.0% | 0.0% | 7 | +1,821 | 0.38% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 455,418 | 72,220 | 0.01% | 0.01% | 8 | -59,905 | -11.62% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 454,012 | 71,997 | 0.02% | 0.02% | 9 | +97,121 | 27.21% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 394,714 | 62,593 | 0.01% | 0.01% | 10 | +30,520 | 8.38% | Q1 2026 | May 11, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 369,091 | 58,530 | 0.64% | 0.28% | 11 | +198,137 | 115.9% | Q1 2026 | Apr 29, 2026 |
| UBS Group AG | History | Added to | 349,889 | 55,485 | 0.01% | 0.01% | 12 | +54,741 | 18.55% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 340,475 | 53,992 | 0.01% | 0.0% | 13 | +290,139 | 576.4% | Q1 2026 | May 15, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 307,624 | 48,783 | 0.77% | 0.61% | 14 | +17,963 | 6.2% | Q1 2026 | May 15, 2026 |
| Robinhood Asset Management, LLC | History | Added to | 268,486 | 42,576 | 3.09% | 3.03% | 15 | +4,792 | 1.82% | Q1 2026 | Apr 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 248,025 | 39,331 | 0.0% | 0.0% | 16 | -5,739 | -2.26% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 238,158 | 37,775 | 0.01% | 0.01% | 17 | -41,557 | -14.86% | Q1 2026 | May 15, 2026 |
| Rice Partnership, LLC | History | Added to | 192,665 | 30,552 | 4.17% | 3.57% | 18 | +9,749 | 5.33% | Q1 2026 | May 07, 2026 |
| Allianz Asset Management GmbH | History | Added to | 173,700 | 27,545 | 0.03% | 0.01% | 19 | +138,900 | 399.14% | Q1 2026 | May 11, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Reduced | 158,936 | 25,204 | 0.88% | 0.85% | 20 | -1,220 | -0.76% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 158,195 | 25,087 | 0.0% | 0.0% | 21 | +2,692 | 1.73% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 156,067 | 24,749 | 0.31% | 0.24% | 22 | +29,711 | 23.51% | Q1 2026 | May 11, 2026 |
| GFS Advisors, LLC | History | Added to | 265,940 | 22,455 | 2.86% | 0.09% | 23 | +260,740 | 5014.23% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 138,494 | 21,962 | 0.04% | 0.03% | 24 | +5,084 | 3.81% | Q1 2026 | May 14, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 137,735 | 21,842 | 0.15% | 0.03% | 25 | +115,792 | 527.69% | Q1 2026 | May 05, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 122,747 | 19,465 | 3.98% | 3.01% | 26 | +36,610 | 42.5% | Q1 2026 | Apr 13, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 118,546 | 18,799 | 0.71% | 0.64% | 27 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AlTi Global, Inc. | History | Added to | 113,150 | 17,943 | 0.39% | 0.32% | 28 | +8,700 | 8.33% | Q1 2026 | May 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 111,371 | 17,661 | 0.2% | 0.21% | 29 | +916 | 0.83% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 105,954 | 16,802 | 0.0% | 0.0% | 30 | +6,502 | 6.54% | Q1 2026 | May 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 102,733 | 16,291 | 0.38% | 0.71% | 31 | +1,082 | 1.06% | Q1 2026 | Apr 27, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 100,124 | 15,877 | 1.92% | 2.14% | 32 | -17,494 | -14.87% | Q1 2026 | Apr 08, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 92,318 | 14,639 | 3.07% | 2.93% | 33 | +470 | 0.51% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 92,201 | 14,621 | 0.0% | 0.0% | 34 | +50,369 | 120.41% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 90,421 | 14,338 | 0.02% | 0.01% | 35 | +61,254 | 210.01% | Q1 2026 | Apr 27, 2026 |
| JBGlobal.com LLC | History | Reduced | 77,126 | 12,230 | 12.04% | 14.14% | 36 | -813 | -1.04% | Q1 2026 | Apr 07, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 76,986 | 12,208 | 2.06% | 1.94% | 37 | -2,227 | -2.81% | Q1 2026 | May 05, 2026 |
| Hamilton Capital, LLC | History | Reduced | 73,653 | 11,679 | 0.61% | 0.61% | 38 | -10,831 | -12.82% | Q1 2026 | May 15, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 70,286 | 11,146 | 2.23% | 1.73% | 39 | +13,135 | 22.98% | Q1 2026 | Apr 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 70,005 | 11,102 | 0.02% | 0.02% | 40 | -26,165 | -27.21% | Q1 2026 | May 15, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 65,630 | 10,407 | 1.63% | 1.32% | 41 | +7,099 | 12.13% | Q1 2026 | May 07, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 65,605 | 10,403 | 0.02% | 0.01% | 42 | +22,685 | 52.85% | Q1 2026 | May 14, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 63,266 | 10,173 | 2.11% | 2.06% | 43 | +3,574 | 5.99% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Added to | 63,785 | 10,115 | 0.0% | 0.0% | 44 | +160 | 0.25% | Q1 2026 | May 13, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 63,736 | 10,107 | 0.58% | 0.43% | 45 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 59,946 | 9,506 | 0.11% | 0.11% | 46 | +297 | 0.5% | Q1 2026 | Apr 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 59,432 | 9,424 | 0.01% | 0.01% | 47 | +3,901 | 7.02% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 58,752 | 9,316 | 0.01% | 0.01% | 48 | +4,940 | 9.18% | Q1 2026 | Apr 27, 2026 |
| Madrid Financial Services | History | New | 56,335 | 8,933 | 5.27% | — | 49 | +56,335 | New | Q1 2026 | May 15, 2026 |
| Anfield Capital Management, LLC | History | Added to | 55,878 | 8,861 | 2.44% | 2.33% | 50 | +4,610 | 8.99% | Q1 2026 | May 12, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 46,560 | 7,383 | 5.44% | 3.18% | 51 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sharper & Granite LLC | History | Reduced | 46,508 | 7,375 | 2.52% | 2.47% | 52 | -2,101 | -4.32% | Q1 2026 | Apr 08, 2026 |
| CITIGROUP INC | History | Added to | 45,532 | 7,220 | 0.0% | 0.0% | 53 | +14,031 | 44.54% | Q1 2026 | May 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 45,370 | 7,194 | 0.27% | 0.04% | 54 | +38,827 | 593.41% | Q1 2026 | May 14, 2026 |
| Berkeley, Inc | History | Added to | 44,852 | 7,112 | 2.39% | 1.85% | 55 | +4,439 | 10.98% | Q1 2026 | Apr 24, 2026 |
| Cetera Investment Advisers | History | Added to | 43,255 | 6,859 | 0.01% | 0.01% | 56 | +10,416 | 31.72% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 41,899 | 6,644 | 0.03% | 0.03% | 57 | -1,472 | -3.39% | Q1 2026 | Apr 30, 2026 |
| Avid Wealth Partners LLC | History | Added to | 40,153 | 6,367 | 3.01% | 2.42% | 58 | +5,724 | 16.63% | Q1 2026 | Apr 30, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 38,187 | 6,055 | 0.0% | 0.0% | 59 | -900 | -2.3% | Q1 2026 | May 06, 2026 |
| Nvest Wealth Strategies, Inc. | History | Added to | 37,562 | 5,956 | 4.17% | 3.44% | 60 | +5,040 | 15.5% | Q1 2026 | Apr 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 36,879 | 5,848 | 0.02% | 0.01% | 61 | +120 | 0.33% | Q1 2026 | May 08, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 36,424 | 5,775 | 1.3% | 1.17% | 62 | +511 | 1.42% | Q1 2026 | Apr 20, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 35,854 | 5,685 | 0.13% | 0.15% | 63 | -7,423 | -17.15% | Q1 2026 | May 04, 2026 |
| Curi Capital, LLC | History | Added to | 35,593 | 5,644 | 0.1% | 0.09% | 64 | +110 | 0.31% | Q1 2026 | May 15, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 35,417 | 5,616 | 0.52% | 0.43% | 65 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 34,891 | 5,533 | 0.61% | 0.41% | 66 | +9,368 | 36.7% | Q1 2026 | Apr 15, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 34,787 | 5,516 | 0.03% | 0.03% | 67 | -2,268 | -6.12% | Q1 2026 | May 26, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 33,160 | 5,259 | 0.17% | — | 68 | +33,160 | New | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 32,403 | 5,138 | 0.03% | 0.03% | 69 | -71 | -0.22% | Q1 2026 | Apr 30, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 32,228 | 5,110 | 0.19% | 0.2% | 70 | -5,454 | -14.47% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 30,623 | 4,856 | 0.0% | 0.0% | 71 | -4,962 | -13.94% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 29,641 | 4,700 | 0.06% | 0.05% | 72 | +4,290 | 16.92% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 30,366 | 4,697 | 0.0% | 0.0% | 73 | +5,965 | 24.45% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 28,658 | 4,544 | 0.01% | 0.0% | 74 | +23,266 | 431.49% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 27,861 | 4,418 | 0.01% | 0.01% | 75 | -6,880 | -19.8% | Q1 2026 | May 04, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 26,817 | 4,252 | 0.19% | 0.2% | 76 | +977 | 3.78% | Q1 2026 | Apr 15, 2026 |
| SHARPEPOINT LLC | History | New | 25,377 | 4,024 | 2.4% | — | 77 | +25,377 | New | Q1 2026 | May 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 24,797 | 3,932 | 0.01% | 0.01% | 78 | +119 | 0.48% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 24,659 | 3,910 | 0.0% | 0.0% | 79 | +996 | 4.21% | Q1 2026 | May 05, 2026 |
| NorthRock Partners, LLC | History | New | 24,576 | 3,897 | 0.06% | — | 80 | +24,576 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 24,366 | 3,863 | 0.01% | 0.0% | 81 | -37,422 | -60.57% | Q1 2026 | May 15, 2026 |
| Permanens Capital L.P. | History | Reduced | 23,914 | 3,792 | 0.49% | 5.5% | 82 | -268,841 | -91.83% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 23,018 | 3,650 | 0.0% | 0.0% | 83 | -4,205 | -15.45% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 22,831 | 3,620 | 0.01% | 0.01% | 84 | +1,836 | 8.74% | Q1 2026 | Apr 30, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 21,628 | 3,429 | 0.68% | 0.64% | 85 | -107 | -0.49% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 21,400 | 3,393 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 21,150 | 3,353 | 0.03% | 0.03% | 87 | +2,173 | 11.45% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 21,039 | 3,336 | 0.01% | 0.0% | 88 | +6,012 | 40.01% | Q1 2026 | Apr 22, 2026 |
| XY Planning Network, Inc. | History | No change | 19,921 | 3,230 | 0.52% | 0.5% | 89 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 20,125 | 3,191 | 0.05% | 0.06% | 90 | +574 | 2.94% | Q1 2026 | May 15, 2026 |
| S&CO INC | History | No change | 20,000 | 3,171 | 0.2% | 0.18% | 91 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 19,786 | 3,137 | 0.0% | 0.0% | 92 | +11,786 | 147.33% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 19,483 | 3,089 | 0.0% | 0.0% | 93 | -13,983 | -41.78% | Q1 2026 | May 13, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | No change | 19,156 | 3,037 | 1.78% | 1.56% | 94 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 18,836 | 2,911 | 0.04% | 0.04% | 95 | -3,338 | -15.05% | Q1 2026 | Apr 22, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 17,949 | 2,846 | 0.05% | 0.05% | 96 | -87 | -0.48% | Q1 2026 | Apr 20, 2026 |
| Global View Capital Management LLC | History | Reduced | 17,847 | 2,830 | 0.75% | 0.51% | 97 | -1,199 | -6.3% | Q1 2026 | May 04, 2026 |
| Copia Wealth Management | History | Added to | 16,281 | 2,581 | 1.77% | 0.98% | 98 | +6,722 | 70.32% | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 16,119 | 2,556 | 0.0% | 0.0% | 99 | +12,297 | 321.74% | Q1 2026 | May 01, 2026 |
| E&G Advisors, LP | History | Added to | 16,062 | 2,547 | 0.57% | 0.45% | 100 | +2,185 | 15.75% | Q1 2026 | Apr 21, 2026 |
| Atria Investments, Inc | History | Added to | 15,450 | 2,450 | 0.03% | 0.02% | 101 | +3,979 | 34.69% | Q1 2026 | May 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 15,241 | 2,416 | 0.04% | 0.03% | 102 | +4,634 | 43.69% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 16,399 | 2,364 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 14,659 | 2,324 | 0.01% | 0.01% | 104 | +4,336 | 42.0% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 14,656 | 2,324 | 0.01% | 0.01% | 105 | -3,228 | -18.05% | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 13,238 | 2,099 | 0.04% | 0.03% | 106 | +135 | 1.03% | Q1 2026 | Apr 10, 2026 |
| Cerity Partners LLC | History | Reduced | 13,154 | 2,085 | 0.0% | 0.0% | 107 | -35 | -0.27% | Q1 2026 | May 15, 2026 |
| Next Level Private LLC | History | Reduced | 13,125 | 2,081 | 0.47% | 0.5% | 108 | -34 | -0.26% | Q1 2026 | Apr 23, 2026 |
| Rathbones Group PLC | History | Reduced | 12,957 | 2,054 | 0.01% | 0.01% | 109 | -496 | -3.69% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 12,045 | 1,910 | 0.0% | — | 110 | +12,045 | New | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 11,788 | 1,900 | 0.0% | 0.0% | 111 | -3,635 | -23.57% | Q1 2026 | Apr 08, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 11,726 | 1,884 | 1.28% | — | 112 | +11,726 | New | Q1 2026 | Apr 08, 2026 |
| Legacy Wealth Partners, LLC | History | New | 11,810 | 1,872 | 0.47% | — | 113 | +11,810 | New | Q1 2026 | Apr 17, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 11,478 | 1,820 | 0.63% | 0.55% | 114 | -235 | -2.01% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 11,409 | 1,809 | 0.0% | 0.01% | 115 | -11,813 | -50.87% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 11,384 | 1,805 | 0.01% | 0.01% | 116 | -1,300 | -10.25% | Q1 2026 | May 13, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 11,117 | 1,763 | 0.2% | 0.2% | 117 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Warner Group LLC | History | Added to | 10,872 | 1,724 | 1.13% | 0.56% | 118 | +4,548 | 71.92% | Q1 2026 | Apr 29, 2026 |
| Balefire, LLC | History | New | 10,824 | 1,716 | 0.32% | — | 119 | +10,824 | New | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,725 | 1,700 | 0.0% | 0.0% | 120 | +2,334 | 27.82% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 10,425 | 1,652 | 0.0% | 0.0% | 121 | -1,011 | -8.84% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 10,208 | 1,618 | 0.01% | 0.0% | 122 | -26 | -0.25% | Q1 2026 | May 14, 2026 |
| Global Endowment Management, LP | History | New | 10,000 | 1,586 | 0.18% | — | 123 | +10,000 | New | Q1 2026 | May 14, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 9,795 | 1,553 | 0.11% | 0.08% | 124 | +2,623 | 36.57% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 9,763 | 1,548 | 0.0% | 0.0% | 125 | +4,488 | 85.08% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 9,708 | 1,539 | 0.07% | 0.02% | 126 | +6,541 | 206.54% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,519 | 1,509 | 0.01% | 0.01% | 127 | +82 | 0.87% | Q1 2026 | May 13, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 9,477 | 1,502 | 0.26% | 0.26% | 128 | -109 | -1.14% | Q1 2026 | Apr 09, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 9,376 | 1,486 | 0.09% | 0.08% | 129 | +21 | 0.22% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Reduced | 9,351 | 1,482 | 0.01% | 0.01% | 130 | -5,845 | -38.46% | Q1 2026 | Apr 24, 2026 |
| Gateway Wealth Partners, LLC | History | New | 9,223 | 1,462 | 0.06% | — | 131 | +9,223 | New | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 9,212 | 1,460 | 0.03% | 0.03% | 132 | -2,256 | -19.67% | Q1 2026 | Apr 14, 2026 |
| Oxinas Partners, LLC | History | Reduced | 9,175 | 1,454 | 0.66% | 0.7% | 133 | -971 | -9.57% | Q1 2026 | Apr 10, 2026 |
| London & Capital Asset Management Ltd | History | Added to | 9,160 | 1,452 | 0.02% | 0.01% | 134 | +354 | 4.02% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 9,759 | 1,440 | 0.01% | 0.03% | 136 | -19,829 | -67.02% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | No change | 9,257 | 1,440 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Added to | 8,781 | 1,392 | 0.0% | 0.0% | 137 | +530 | 6.42% | Q1 2026 | May 12, 2026 |
| Payne Capital LLC | History | New | 8,595 | 1,362 | 1.25% | — | 138 | +8,595 | New | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Reduced | 8,438 | 1,333 | 0.01% | 0.01% | 139 | -522 | -5.83% | Q1 2026 | May 15, 2026 |
| NVWM, LLC | History | Reduced | 8,260 | 1,309 | 0.29% | 0.32% | 140 | -1,908 | -18.76% | Q1 2026 | Apr 27, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 8,201 | 1,300 | 0.01% | 0.01% | 141 | -904 | -9.93% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 8,177 | 1,296 | 0.0% | 0.0% | 142 | +610 | 8.06% | Q1 2026 | May 14, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 7,994 | 1,291 | 0.25% | 0.24% | 143 | -10 | -0.12% | Q1 2026 | Apr 29, 2026 |
| Algorithmic Investment Models, LLC | History | New | 8,128 | 1,288 | 1.59% | — | 144 | +8,128 | New | Q1 2026 | May 14, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 8,054 | 1,277 | 0.14% | 0.13% | 145 | -186 | -2.26% | Q1 2026 | May 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 8,039 | 1,274 | 0.11% | 0.18% | 146 | -13,512 | -62.7% | Q1 2026 | May 14, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 7,925 | 1,257 | 0.05% | 0.05% | 147 | -192 | -2.37% | Q1 2026 | May 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 7,839 | 1,243 | 0.01% | 0.01% | 148 | +14 | 0.18% | Q1 2026 | Apr 27, 2026 |
| Maridea Wealth Management LLC | History | Added to | 7,814 | 1,239 | 0.18% | 0.12% | 149 | +2,216 | 39.59% | Q1 2026 | Apr 21, 2026 |
| VestGen Advisors, LLC | History | New | 7,063 | 1,194 | 0.03% | — | 150 | +7,063 | New | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,429 | 1,178 | 0.01% | 0.0% | 151 | +3,447 | 86.56% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | Added to | 7,386 | 1,171 | 0.04% | 0.04% | 152 | +2,094 | 39.57% | Q1 2026 | May 19, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 7,210 | 1,143 | 0.63% | 0.69% | 153 | -400 | -5.26% | Q1 2026 | Apr 16, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 6,909 | 1,095 | 0.67% | 0.6% | 155 | +75 | 1.1% | Q1 2026 | Apr 16, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 7,600 | 1,095 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 6,746 | 1,069 | 0.01% | 0.01% | 156 | -2,200 | -24.59% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,712 | 1,064 | 0.01% | 0.01% | 157 | +1,237 | 22.59% | Q1 2026 | Apr 07, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 6,685 | 1,060 | 0.39% | 0.33% | 158 | +414 | 6.6% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | New | 6,551 | 1,038 | 0.01% | — | 159 | +6,551 | New | Q1 2026 | May 04, 2026 |
| Ameritas Advisory Services, LLC | History | New | 6,451 | 1,023 | 0.04% | — | 160 | +6,451 | New | Q1 2026 | May 12, 2026 |
| Advyzon Investment Management, LLC | History | New | 6,311 | 1,000 | 0.09% | — | 161 | +6,311 | New | Q1 2026 | May 12, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 6,204 | 983 | 0.11% | 0.09% | 162 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GTS SECURITIES LLC | History | Reduced | 6,143 | 974 | 0.03% | 0.07% | 163 | -7,411 | -54.68% | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 6,142 | 973 | 0.03% | 0.02% | 164 | +517 | 9.19% | Q1 2026 | Apr 28, 2026 |
| STEPHENS INC /AR/ | History | New | 6,045 | 958 | 0.01% | — | 165 | +6,045 | New | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,833 | 945 | 0.01% | 0.0% | 166 | +5,757 | 7575.0% | Q1 2026 | Apr 07, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 5,855 | 928 | 0.25% | 0.24% | 167 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 5,849 | 927 | 0.07% | 0.06% | 168 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 5,780 | 916 | 0.34% | 0.3% | 169 | +202 | 3.62% | Q1 2026 | May 18, 2026 |
| VestGen Investment Management | History | New | 5,760 | 913 | 0.5% | — | 170 | +5,760 | New | Q1 2026 | May 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 5,708 | 905 | 0.21% | 0.21% | 171 | -190 | -3.22% | Q1 2026 | Apr 17, 2026 |
| Mariner, LLC | History | Reduced | 5,682 | 901 | 0.0% | 0.0% | 172 | -136 | -2.34% | Q1 2026 | May 13, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Added to | 5,678 | 900 | 0.59% | 0.13% | 173 | +4,242 | 295.4% | Q1 2026 | Apr 21, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 5,526 | 876 | 0.01% | 0.02% | 174 | -3,098 | -35.92% | Q1 2026 | May 18, 2026 |
| MAI Capital Management | History | Added to | 5,500 | 872 | 0.0% | 0.0% | 175 | +916 | 19.98% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 5,491 | 870 | 0.01% | 0.01% | 176 | +408 | 8.03% | Q1 2026 | Apr 23, 2026 |
| Ignite Planners, LLC | History | Reduced | 5,468 | 867 | 0.13% | 0.13% | 177 | -101 | -1.81% | Q1 2026 | Apr 17, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | No change | 5,435 | 861 | 0.71% | 0.59% | 178 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| OneAscent Family Office, LLC | History | Reduced | 5,331 | 845 | 0.59% | 1.3% | 179 | -7,950 | -59.86% | Q1 2026 | Apr 21, 2026 |
| J.M. Arbour, LLC | History | Added to | 5,180 | 821 | 0.79% | 0.69% | 180 | +373 | 7.76% | Q1 2026 | Apr 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 5,145 | 815 | 0.06% | 0.06% | 181 | -186 | -3.49% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 5,131 | 813 | 0.01% | 0.0% | 182 | +1,640 | 46.98% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 5,000 | 792 | 0.0% | 0.0% | 183 | -7,405 | -59.69% | Q1 2026 | May 12, 2026 |
| FLC Capital Advisors | History | No change | 4,878 | 773 | 0.14% | 0.13% | 184 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Heritage Financial Services, LLC | History | No change | 5,363 | 773 | 0.06% | 0.06% | 185 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Prospect Financial Services LLC | History | Added to | 4,789 | 759 | 0.46% | 0.36% | 186 | +426 | 9.76% | Q1 2026 | Apr 24, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 4,722 | 748 | 0.19% | 0.16% | 187 | +79 | 1.7% | Q1 2026 | Apr 17, 2026 |
| Essential Partners LLC | History | Added to | 4,694 | 744 | 0.25% | 0.17% | 188 | +817 | 21.07% | Q1 2026 | May 21, 2026 |
| Eagle Strategies LLC | History | Added to | 4,680 | 742 | 0.09% | 0.07% | 189 | +904 | 23.94% | Q1 2026 | Apr 20, 2026 |
| Addison Advisors LLC | History | No change | 4,666 | 739 | 0.16% | 0.15% | 190 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | Added to | 4,637 | 735 | 0.01% | 0.01% | 191 | +767 | 19.82% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 4,566 | 724 | 0.03% | 0.03% | 192 | +391 | 9.37% | Q1 2026 | Apr 28, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 4,284 | 679 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 4,214 | 668 | 0.11% | 0.14% | 194 | -1,330 | -23.99% | Q1 2026 | May 12, 2026 |
| Unison Asset Management LLC | History | No change | 4,200 | 666 | 0.3% | 0.27% | 195 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 4,146 | 657 | 0.05% | 0.05% | 196 | -644 | -13.44% | Q1 2026 | May 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 4,139 | 656 | 0.01% | — | 197 | +4,139 | New | Q1 2026 | Apr 27, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 4,059 | 643 | 0.01% | 0.01% | 198 | -34 | -0.83% | Q1 2026 | May 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 4,014 | 636 | 0.07% | 0.06% | 199 | +961 | 31.48% | Q1 2026 | May 15, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | New | 4,000 | 634 | 0.26% | — | 200 | +4,000 | New | Q1 2026 | May 12, 2026 |
| Comprehensive Wealth Management, LLC | History | Reduced | 3,986 | 632 | 0.32% | 0.39% | 201 | -658 | -14.17% | Q1 2026 | May 14, 2026 |
| NCM Capital Management, LLC | History | Reduced | 3,843 | 609 | 0.22% | 0.21% | 202 | -13 | -0.34% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 3,827 | 606 | 0.01% | 0.01% | 203 | -662 | -14.75% | Q1 2026 | Apr 16, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | New | 3,800 | 602 | 0.21% | — | 204 | +3,800 | New | Q1 2026 | May 12, 2026 |
| K2 Financial Inc. | History | Added to | 3,695 | 597 | 0.43% | 0.41% | 206 | +83 | 2.3% | Q1 2026 | Apr 28, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | No change | 3,765 | 597 | 0.22% | 0.19% | 205 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 3,744 | 593 | 0.0% | 0.0% | 207 | +270 | 7.77% | Q1 2026 | May 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 3,732 | 591 | 0.08% | 0.08% | 208 | -10 | -0.27% | Q1 2026 | May 13, 2026 |
| Maxele Advisors, LLC | History | No change | 4,088 | 589 | 0.48% | 0.48% | 209 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SCS Capital Management LLC | History | Reduced | 3,698 | 586 | 0.01% | 0.01% | 210 | -5,582 | -60.15% | Q1 2026 | May 11, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 3,600 | 570 | 0.0% | — | 211 | +3,600 | New | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 3,589 | 569 | 0.02% | 0.02% | 212 | -100 | -2.71% | Q1 2026 | May 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 3,519 | 558 | 0.02% | 0.02% | 213 | +28 | 0.8% | Q1 2026 | Apr 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 3,469 | 550 | 0.01% | 0.01% | 214 | -120 | -3.34% | Q1 2026 | Apr 29, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | No change | 3,448 | 546 | 0.08% | 0.07% | 215 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 3,201 | 519 | 0.27% | 0.19% | 216 | +494 | 18.25% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 3,259 | 517 | 0.02% | 0.01% | 217 | -92 | -2.75% | Q1 2026 | Apr 21, 2026 |
| NATIXIS | History | New | 3,147 | 499 | 0.0% | — | 218 | +3,147 | New | Q1 2026 | May 14, 2026 |
| Destination Wealth Management | History | New | 3,110 | 493 | 0.01% | — | 219 | +3,110 | New | Q1 2026 | May 15, 2026 |
| South Shore Capital Advisors | History | Reduced | 3,060 | 485 | 0.35% | 0.44% | 221 | -1,100 | -26.44% | Q1 2026 | Apr 28, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 3,060 | 485 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 3,055 | 484 | 0.32% | 0.3% | 222 | +43 | 1.43% | Q1 2026 | Apr 14, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 2,927 | 464 | 0.02% | 0.01% | 223 | -38 | -1.28% | Q1 2026 | May 07, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 2,902 | 460 | 0.4% | — | 224 | +2,902 | New | Q1 2026 | Apr 13, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 2,900 | 459 | 0.35% | 0.31% | 225 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,887 | 457 | 0.0% | 0.0% | 226 | +1,195 | 70.63% | Q1 2026 | Apr 20, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 2,875 | 455 | 0.03% | 0.03% | 227 | -600 | -17.27% | Q1 2026 | Apr 14, 2026 |
| Janney Capital Management LLC | History | No change | 3,158 | 455 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| J. Team Financial, Inc. | History | Added to | 2,852 | 452 | 0.51% | 0.38% | 229 | +228 | 8.69% | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,846 | 451 | 0.0% | 0.0% | 230 | +102 | 3.72% | Q1 2026 | Apr 15, 2026 |
| Purkiss Capital Advisors LLC | History | Reduced | 2,812 | 445 | 0.2% | 0.24% | 231 | -724 | -20.48% | Q1 2026 | May 04, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 2,793 | 442 | 0.21% | 0.19% | 232 | -124 | -4.25% | Q1 2026 | Apr 27, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 2,780 | 440 | 0.07% | 0.06% | 233 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DAVENPORT & Co LLC | History | New | 2,771 | 439 | 0.0% | — | 234 | +2,771 | New | Q1 2026 | Apr 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 2,765 | 438 | 0.01% | 0.01% | 235 | -268 | -8.84% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | New | 2,737 | 434 | 0.02% | — | 236 | +2,737 | New | Q1 2026 | May 15, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 2,698 | 427 | 0.03% | 0.03% | 237 | -60 | -2.18% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,668 | 423 | 0.0% | 0.0% | 238 | -37 | -1.37% | Q1 2026 | May 08, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 2,667 | 422 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | New | 2,655 | 421 | 0.0% | — | 240 | +2,655 | New | Q1 2026 | May 15, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 2,599 | 412 | 0.27% | 0.24% | 241 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Welch Group, LLC | History | Added to | 2,591 | 410 | 0.02% | 0.01% | 242 | +395 | 17.99% | Q1 2026 | Apr 21, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 2,842 | 409 | 0.06% | 0.05% | 243 | -103 | -3.5% | Q1 2026 | Apr 22, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 2,500 | 396 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Belvedere Trading LLC | History | New | 2,481 | 393 | 0.0% | — | 245 | +2,481 | New | Q1 2026 | May 12, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 2,412 | 382 | 0.34% | — | 246 | +2,412 | New | Q1 2026 | Apr 16, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 2,375 | 376 | 0.01% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Next Capital Management LLC | History | New | 2,350 | 372 | 0.11% | — | 248 | +2,350 | New | Q1 2026 | May 07, 2026 |
| Bison Wealth, LLC | History | Reduced | 2,131 | 365 | 0.04% | 0.04% | 249 | -97 | -4.35% | Q1 2026 | May 15, 2026 |
| Allie Family Office LLC | History | Reduced | 2,278 | 361 | 0.16% | 0.54% | 250 | -5,750 | -71.62% | Q1 2026 | May 13, 2026 |
| Parker Investment Management, LLC | History | New | 2,200 | 348 | 0.05% | — | 251 | +2,200 | New | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,120 | 336 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Auour Investments LLC | History | Reduced | 2,087 | 330 | 0.1% | 0.1% | 253 | -55 | -2.57% | Q1 2026 | Apr 20, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Reduced | 2,025 | 321 | 0.05% | 0.05% | 254 | -225 | -10.0% | Q1 2026 | Apr 23, 2026 |
| WJ Financial Advisors LLC | History | No change | 1,999 | 317 | 0.26% | 0.26% | 255 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1,975 | 313 | 0.03% | 0.02% | 256 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| World Investment Advisors | History | New | 1,961 | 311 | 0.01% | — | 258 | +1,961 | New | Q1 2026 | Apr 27, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 1,966 | 311 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tortoise Investment Management, LLC | History | New | 1,845 | 292 | 0.02% | — | 259 | +1,845 | New | Q1 2026 | May 05, 2026 |
| Advisor Resource Council | History | Added to | 1,803 | 285 | 0.09% | 0.1% | 260 | +33 | 1.86% | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,787 | 283 | 0.0% | 0.0% | 261 | -3,490 | -66.14% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,754 | 278 | 0.0% | 0.03% | 262 | -563,934 | -99.69% | Q1 2026 | May 13, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 1,725 | 273 | 0.02% | 0.04% | 263 | -2,075 | -54.61% | Q1 2026 | Apr 28, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 1,700 | 269 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | No change | 1,700 | 269 | 0.22% | 0.2% | 265 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,677 | 265 | 0.02% | 0.03% | 266 | -944 | -36.02% | Q1 2026 | Apr 14, 2026 |
| TopTier Wealth Management, LLC | History | New | 1,641 | 260 | 0.16% | — | 267 | +1,641 | New | Q1 2026 | May 05, 2026 |
| Bridgewater Advisors Inc. | History | No change | 1,500 | 257 | 0.02% | 0.01% | 268 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Barry Investment Advisors, LLC | History | No change | 1,602 | 254 | 0.06% | 0.05% | 269 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HighPoint Advisor Group LLC | History | New | 1,581 | 250 | 0.01% | — | 270 | +1,581 | New | Q1 2026 | May 14, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 1,550 | 245 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,541 | 244 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bravias Capital Group, LLC | History | New | 1,505 | 238 | 0.16% | — | 273 | +1,505 | New | Q1 2026 | Apr 28, 2026 |
| City Center Advisors, LLC | History | New | 1,491 | 236 | 0.22% | — | 274 | +1,491 | New | Q1 2026 | Apr 07, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 1,470 | 233 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Envision Financial Transparency, LLC | History | New | 1,465 | 232 | 0.23% | — | 277 | +1,465 | New | Q1 2026 | May 13, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | No change | 1,467 | 232 | 0.04% | 0.03% | 276 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| United Advisor Group, LLC | History | New | 1,438 | 228 | 0.03% | — | 278 | +1,438 | New | Q1 2026 | Apr 17, 2026 |
| Arax Advisory Partners | History | Added to | 1,436 | 227 | 0.01% | 0.0% | 279 | +1,301 | 963.7% | Q1 2026 | May 13, 2026 |
| OBSIDIAN CIO, LLC | History | New | 1,425 | 225 | 0.2% | — | 281 | +1,425 | New | Q1 2026 | May 11, 2026 |
| LongView Wealth Management | History | New | 1,357 | 225 | 0.06% | — | 282 | +1,357 | New | Q1 2026 | Apr 15, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 1,420 | 225 | 0.04% | 0.04% | 280 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | New | 1,400 | 222 | 0.0% | — | 285 | +1,400 | New | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,372 | 222 | 0.02% | 0.01% | 284 | -11 | -0.8% | Q1 2026 | May 01, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,400 | 222 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| True North Advisors, LLC | History | New | 1,368 | 216 | 0.02% | — | 288 | +1,368 | New | Q1 2026 | May 07, 2026 |
| Capital Investment Advisors, LLC | History | New | 1,366 | 216 | 0.0% | — | 287 | +1,366 | New | Q1 2026 | Apr 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 1,341 | 216 | 0.0% | 0.01% | 286 | -7 | -0.52% | Q1 2026 | May 01, 2026 |
| Clay Northam Wealth Management, LLC | History | New | 1,350 | 214 | 0.12% | — | 289 | +1,350 | New | Q1 2026 | Apr 28, 2026 |
| DGS Capital Management, LLC | History | New | 1,337 | 212 | 0.03% | — | 290 | +1,337 | New | Q1 2026 | Apr 28, 2026 |
| RFG HOLDINGS, INC. | History | Reduced | 1,331 | 211 | 0.05% | 0.38% | 291 | -9,066 | -87.2% | Q1 2026 | Apr 16, 2026 |
| JMN Financial LLC | History | New | 1,332 | 211 | 0.21% | — | 292 | +1,332 | New | Q1 2026 | May 15, 2026 |
| Occidental Asset Management, LLC | History | New | 1,306 | 207 | 0.02% | — | 293 | +1,306 | New | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,293 | 205 | 0.01% | 0.01% | 294 | +123 | 10.51% | Q1 2026 | Apr 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,288 | 204 | 0.0% | 0.0% | 295 | +168 | 15.0% | Q1 2026 | May 07, 2026 |
| Argyle Capital Partners, LLC | History | New | 1,277 | 202 | 0.15% | — | 297 | +1,277 | New | Q1 2026 | May 07, 2026 |
| Wedmont Private Capital | History | New | 1,211 | 202 | 0.01% | — | 296 | +1,211 | New | Q1 2026 | Apr 09, 2026 |
| IAM Advisory, LLC | History | New | 1,270 | 201 | 0.05% | — | 298 | +1,270 | New | Q1 2026 | Apr 10, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | New | 1,262 | 200 | 0.03% | — | 299 | +1,262 | New | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | New | 1,246 | 197 | 0.0% | — | 300 | +1,246 | New | Q1 2026 | May 15, 2026 |