WisdomTree Trust - EPS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIDUCIARY TRUST CO | History | No change | 1,778,576 | 138,355 | 1.5% | 1.5% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 1,638,719 | 127,475 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 928,869 | 72,256 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 752,712 | 58,553 | 9.0% | 9.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cetera Investment Advisers | History | No change | 687,129 | 53,451 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 664,596 | 51,698 | 0.24% | 0.24% | 6 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 562,910 | 43,788 | 1.37% | 1.37% | 7 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 516,386 | 40,169 | 1.99% | 1.99% | 8 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Team Financial Group, LLC | History | No change | 457,411 | 35,581 | 15.11% | 15.11% | 9 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 382,217 | 29,732 | 0.1% | 0.1% | 10 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 304,306 | 23,671 | 3.84% | 3.84% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IEQ CAPITAL, LLC | History | No change | 265,154 | 20,626 | 0.1% | 0.1% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 233,980 | 18,201 | 4.07% | 4.07% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 198,886 | 15,471 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stenger Family Office, LLC | History | No change | 184,220 | 14,330 | 2.28% | 2.28% | 15 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 175,418 | 13,645 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 172,483 | 13,355 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 141,071 | 10,973 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EASTERN BANK | History | Reduced | 116,581 | 9,320 | 0.14% | 0.14% | 19 | -523 | -0.45% | Q3 2026 | Oct 05, 2026 |
| Maia Wealth LLC | History | No change | 119,691 | 9,310 | 1.37% | 1.37% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 107,375 | 8,352 | 0.17% | 0.17% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marietta Wealth Management, LLC | History | No change | 99,476 | 7,738 | 0.8% | 0.8% | 22 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | No change | 90,272 | 7,022 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 88,954 | 6,919 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 85,033 | 6,614 | 1.99% | 1.99% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewSquare Capital LLC | History | No change | 81,624 | 6,349 | 0.47% | 0.47% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TopTier Wealth Management, LLC | History | No change | 80,257 | 6,243 | 3.77% | 3.77% | 27 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 78,304 | 6,091 | 0.08% | 0.08% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 75,686 | 5,887 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPLAN Partners, LLC | History | No change | 75,492 | 5,872 | 1.12% | 1.12% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | No change | 74,209 | 5,772 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TOWLE & CO | History | No change | 61,916 | 4,816 | 1.63% | 1.63% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 60,129 | 4,599 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 52,053 | 4,049 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 50,479 | 3,926 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 47,995 | 3,733 | 0.38% | 0.38% | 36 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 46,252 | 3,597 | 0.16% | 0.16% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Betterment LLC | History | No change | 44,201 | 3,438 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 44,167 | 3,435 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 43,057 | 3,349 | 0.32% | 0.32% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WealthPoint Financial, LLC | History | No change | 38,025 | 2,957 | 2.16% | 2.16% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 37,449 | 2,913 | 0.26% | 0.26% | 42 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 35,316 | 2,823 | 0.11% | 0.11% | 43 | -240 | -0.67% | Q3 2026 | Oct 05, 2026 |
| Systelligence, LLC | History | No change | 36,233 | 2,818 | 0.47% | 0.47% | 44 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 36,128 | 2,810 | 0.11% | 0.11% | 45 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LongView Wealth Management | History | No change | 35,350 | 2,749 | 0.71% | 0.71% | 46 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Modera Wealth Management, LLC | History | No change | 34,935 | 2,717 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 31,121 | 2,420 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 27,701 | 2,154 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 26,434 | 2,044 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 24,025 | 1,868 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Global Retirement Partners, LLC | History | No change | 23,401 | 1,820 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Alpha, LLC | History | No change | 22,500 | 1,750 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 21,500 | 1,672 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 21,418 | 1,666 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 21,044 | 1,637 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 20,839 | 1,621 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 19,928 | 1,550 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 17,778 | 1,382 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 16,751 | 1,358 | 0.0% | 0.0% | 60 | +191 | 1.15% | Q3 2026 | Oct 13, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 16,644 | 1,294 | 0.2% | 0.2% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 13,961 | 1,086 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Financial Advisory LLC | History | No change | 13,946 | 1,084 | 0.21% | 0.21% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 13,608 | 1,058 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Herold Advisors, Inc. | History | No change | 13,470 | 1,047 | 0.21% | 0.21% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Savvy Advisors, Inc. | History | No change | 13,064 | 1,016 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arkadios Wealth Advisors | History | No change | 12,245 | 952 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | No change | 12,194 | 948 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 12,052 | 937 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 12,024 | 935 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 11,878 | 924 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Triad Wealth Partners, LLC | History | No change | 11,159 | 890 | 0.05% | 0.05% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 11,149 | 867 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 10,231 | 795 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Essential Planning, LLC. | History | No change | 10,012 | 778 | 0.22% | 0.22% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Family Capital Management, Inc. | History | No change | 10,000 | 777 | 0.3% | 0.3% | 76 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quartz Partners, LLC | History | No change | 9,558 | 743 | 0.24% | 0.24% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 9,418 | 732 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 8,816 | 685 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Seek First Inc. | History | No change | 8,801 | 684 | 0.43% | 0.43% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 8,637 | 671 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 8,638 | 671 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Melone Private Wealth, LLC | History | No change | 8,639 | 671 | 0.26% | 0.26% | 83 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 8,614 | 670 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 8,575 | 667 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 8,472 | 659 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,249 | 641 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Berger Financial Group, Inc | History | No change | 8,136 | 632 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| E&G Advisors, LLC | History | Added to | 7,690 | 614 | 0.12% | 0.11% | 89 | +60 | 0.79% | Q3 2026 | Oct 13, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 7,815 | 607 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 7,802 | 606 | 0.13% | 0.13% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 7,388 | 574 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 7,232 | 562 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redwood Financial Network Corp | History | No change | 6,689 | 520 | 0.29% | 0.29% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| United Advisor Group, LLC | History | No change | 6,659 | 518 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 6,495 | 505 | 0.07% | 0.07% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 6,433 | 500 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 6,354 | 494 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SWMG, LLC | History | No change | 6,235 | 490 | 0.12% | 0.12% | 99 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,299 | 489 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Belpointe Asset Management LLC | History | No change | 6,098 | 474 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 5,915 | 472 | 0.25% | 0.29% | 102 | -802 | -11.94% | Q3 2026 | Oct 08, 2026 |
| IFG Advisory, LLC | History | No change | 5,936 | 461 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 5,598 | 435 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 5,424 | 422 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 5,383 | 418 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 5,352 | 416 | 0.16% | 0.16% | 107 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,249 | 408 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 5,238 | 407 | 0.12% | 0.12% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,066 | 394 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,991 | 388 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 4,968 | 386 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,943 | 384 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFS Advisors, LLC | History | No change | 4,793 | 383 | 0.12% | 0.18% | 114 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 4,758 | 380 | 0.01% | 0.01% | 115 | -29 | -0.61% | Q3 2026 | Oct 14, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 4,723 | 367 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advisor Resource Council | History | No change | 4,378 | 342 | 0.1% | 0.1% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 4,380 | 340 | 0.05% | 0.05% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Founders Financial Alliance, LLC | History | No change | 4,327 | 336 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 4,306 | 335 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4,120 | 329 | 0.01% | 0.01% | 122 | -17 | -0.41% | Q3 2026 | Oct 08, 2026 |
| Advisory Services Network, LLC | History | No change | 4,235 | 329 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CGN Advisors LLC | History | No change | 4,210 | 327 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Cerity Partners LLC | History | No change | 4,163 | 323 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 4,151 | 322 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| AE Wealth Management LLC | History | No change | 3,910 | 304 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 3,730 | 290 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 3,711 | 289 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 3,709 | 288 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mutual Advisors, LLC | History | No change | 3,572 | 277 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 3,545 | 275 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UMB Bank, n.a. | History | No change | 3,517 | 273 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 3,483 | 270 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | No change | 3,460 | 269 | 0.2% | 0.2% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 3,430 | 266 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,412 | 265 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,047 | 243 | 0.0% | 0.0% | 137 | -226 | -6.9% | Q3 2026 | Oct 08, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | No change | 3,084 | 239 | 0.12% | 0.12% | 138 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 2,913 | 232 | 0.03% | 0.03% | 139 | +8 | 0.28% | Q3 2026 | Oct 08, 2026 |
| Apollon Wealth Management, LLC | History | No change | 2,982 | 231 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,818 | 219 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 2,675 | 213 | 0.01% | 0.01% | 142 | -103 | -3.71% | Q3 2026 | Oct 13, 2026 |
| RMR Wealth Builders | History | No change | 2,694 | 209 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IMA Advisory Services, Inc. | History | No change | 2,226 | 173 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nova Wealth Management, Inc. | History | No change | 2,042 | 158 | 0.09% | 0.09% | 145 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 1,950 | 155 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1,726 | 134 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Polaris Financial Partners | History | New | 1,221 | 120 | 0.05% | — | 148 | +1,221 | New | Q3 2026 | Oct 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,300 | 101 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coastline Trust Co | History | Reduced | 1,107 | 88 | 0.01% | 0.01% | 150 | -123 | -10.0% | Q3 2026 | Oct 01, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,090 | 84 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,011 | 78 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 994 | 77 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kilter Group LLC | History | No change | 933 | 72 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ancora Advisors LLC | History | No change | 835 | 64 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 806 | 62 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 668 | 51 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REAP Financial Group, LLC | History | No change | 627 | 48 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 585 | 45 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 507 | 39 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meramec Financial Planners, LLC | History | No change | 391 | 30 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vision Retirement, LLC | History | No change | 342 | 26 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MidFirst Bank | History | No change | 246 | 19 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Covestor Ltd | History | No change | 228 | 18 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 231 | 17 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | No change | 200 | 15 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| VANGUARD ADVISERS INC | History | No change | 139 | 10 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 132 | 10 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Planning Strategies Inc. | History | No change | 118 | 9 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 105 | 8 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 100 | 7 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Blue Trust, Inc. | History | No change | 81 | 6 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SHP Wealth Management | History | No change | 45 | 3 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Main Street Group, LTD | History | No change | 50 | 3 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MATHER GROUP, LLC. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |