WisdomTree Trust - EZM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVENPORT & Co LLC | History | Added to | 1,054,847 | 75,569 | 0.38% | 0.33% | 1 | +165,729 | 18.64% | Q3 2026 | Oct 14, 2026 |
| UBS Group AG | History | No change | 526,139 | 39,872 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 469,226 | 35,559 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 464,685 | 35,215 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 480,702 | 34,437 | 0.04% | 0.04% | 5 | +19,292 | 4.18% | Q3 2026 | Oct 30, 2026 |
| LPL Financial LLC | History | No change | 446,533 | 33,839 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Freedom Investment Management, Inc. | History | No change | 284,274 | 21,543 | 6.0% | 6.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CPC Advisors, LLC | History | Added to | 271,392 | 19,442 | 2.64% | 2.74% | 8 | +3,704 | 1.38% | Q3 2026 | Oct 21, 2026 |
| Baird Financial Group, Inc. | History | No change | 222,376 | 16,852 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IEQ CAPITAL, LLC | History | No change | 203,578 | 15,427 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 192,023 | 14,552 | 1.07% | 1.07% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | No change | 176,452 | 13,372 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 141,949 | 10,757 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 141,724 | 10,741 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 121,786 | 9,193 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 114,836 | 8,702 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 114,614 | 8,685 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THEORY FINANCIAL LLC | History | No change | 109,393 | 8,290 | 2.61% | 2.61% | 18 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 104,998 | 7,957 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 84,755 | 6,423 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 84,335 | 6,391 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Breakwater Capital Group | History | Added to | 81,381 | 5,830 | 0.69% | 0.71% | 22 | +3,595 | 4.62% | Q3 2026 | Oct 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 75,299 | 5,394 | 0.01% | 0.01% | 23 | -2,900 | -3.71% | Q3 2026 | Nov 02, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 72,188 | 5,171 | 1.83% | 1.99% | 24 | -29,710 | -29.16% | Q3 2026 | Oct 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 66,417 | 5,033 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Davidson Kahn Capital Management, LLC | History | Reduced | 68,304 | 4,893 | 1.93% | 2.59% | 26 | -11,167 | -14.05% | Q3 2026 | Oct 26, 2026 |
| Sylvest Advisors, LLC | History | Added to | 64,130 | 4,594 | 2.05% | 2.12% | 27 | +1,980 | 3.19% | Q3 2026 | Oct 26, 2026 |
| Cetera Investment Advisers | History | No change | 59,953 | 4,543 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 59,804 | 4,284 | 2.5% | 2.78% | 29 | -883 | -1.46% | Q3 2026 | Oct 16, 2026 |
| NewSquare Capital LLC | History | No change | 48,657 | 3,687 | 0.27% | 0.27% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CENTRAL TRUST Co | History | No change | 48,505 | 3,675 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Roan Capital Partners | History | Added to | 49,158 | 3,521 | 2.58% | 3.01% | 32 | +1,206 | 2.52% | Q3 2026 | Oct 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 47,051 | 3,370 | 0.0% | 0.0% | 33 | -1,304 | -2.7% | Q3 2026 | Nov 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 44,594 | 3,194 | 0.01% | 0.01% | 34 | +4,758 | 11.94% | Q3 2026 | Nov 02, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 44,045 | 3,155 | 0.37% | 0.4% | 35 | -970 | -2.15% | Q3 2026 | Oct 21, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 41,046 | 3,110 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 41,031 | 2,939 | 0.47% | 0.57% | 37 | -5,739 | -12.27% | Q3 2026 | Oct 15, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 40,660 | 2,912 | 1.97% | 2.04% | 38 | -741 | -1.79% | Q3 2026 | Oct 21, 2026 |
| Equitable Holdings, Inc. | History | No change | 37,457 | 2,838 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 36,465 | 2,763 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 38,240 | 2,739 | 0.1% | 0.11% | 41 | -153 | -0.4% | Q3 2026 | Oct 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 34,118 | 2,585 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lauer Wealth, LLC | History | Reduced | 35,590 | 2,581 | 1.61% | 1.62% | 43 | -386 | -1.07% | Q3 2026 | Oct 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 30,660 | 2,323 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 30,322 | 2,297 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| L & S Advisors Inc | History | No change | 30,276 | 2,294 | 0.24% | 0.24% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 29,160 | 2,093 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 27,447 | 2,080 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envision Financial LLC | History | Added to | 21,986 | 1,925 | 0.85% | 0.29% | 49 | +13,618 | 162.74% | Q3 2026 | Oct 15, 2026 |
| CITADEL ADVISORS LLC | History | No change | 23,555 | 1,785 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 24,479 | 1,753 | 0.07% | 0.07% | 51 | +1 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Ridge Creek Global, Inc | History | No change | 22,676 | 1,718 | 1.34% | 1.34% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 21,066 | 1,596 | 0.55% | 0.55% | 53 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Apella Capital, LLC | History | No change | 20,925 | 1,508 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 19,317 | 1,463 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 20,243 | 1,450 | 0.01% | 0.01% | 56 | +74 | 0.37% | Q3 2026 | Oct 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 18,392 | 1,394 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 17,434 | 1,321 | 0.05% | 0.05% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 16,290 | 1,234 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RVW Wealth, LLC | History | No change | 16,165 | 1,158 | 0.07% | 0.08% | 60 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 14,651 | 1,111 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centric Wealth Management | History | No change | 14,140 | 1,055 | 0.16% | 0.16% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 12,490 | 946 | 0.08% | 0.08% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| World Investment Advisors | History | No change | 12,555 | 843 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 10,945 | 829 | 0.34% | 0.34% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 10,667 | 808 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 11,114 | 796 | 0.5% | 0.53% | 67 | +34 | 0.31% | Q3 2026 | Oct 20, 2026 |
| Western Wealth Management, LLC | History | No change | 10,428 | 790 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 10,005 | 758 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Added to | 10,495 | 752 | 0.38% | 0.4% | 70 | +24 | 0.23% | Q3 2026 | Oct 01, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 9,965 | 713 | 0.05% | 0.07% | 71 | -3,417 | -25.53% | Q3 2026 | Oct 20, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 9,021 | 683 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 9,050 | 648 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,555 | 620 | 0.0% | 0.0% | 74 | -15 | -0.18% | Q3 2026 | Oct 13, 2026 |
| Ascentis Independent Advisors | History | Added to | 8,113 | 581 | 0.03% | 0.07% | 75 | +7,745 | 2104.62% | Q3 2026 | Nov 03, 2026 |
| PSI Advisors, LLC | History | No change | 7,331 | 555 | 0.13% | 0.13% | 76 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 7,622 | 546 | 0.31% | 0.35% | 77 | -248 | -3.15% | Q3 2026 | Oct 15, 2026 |
| Cresset Asset Management, LLC | History | No change | 6,975 | 528 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 6,927 | 524 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CVA Family Office, LLC | History | No change | 6,912 | 523 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,682 | 506 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | No change | 6,423 | 486 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,313 | 478 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Sargent Investment Group, LLC | History | No change | 6,075 | 460 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | No change | 6,013 | 455 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Team Financial Group, LLC | History | Reduced | 6,193 | 443 | 0.18% | 0.21% | 86 | -383 | -5.82% | Q3 2026 | Oct 30, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 5,784 | 438 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| S.A. Mason LLC | History | No change | 6,079 | 435 | 0.13% | 0.14% | 88 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Asset Dedication, LLC | History | Reduced | 6,030 | 431 | 0.03% | 0.06% | 89 | -5,933 | -49.59% | Q3 2026 | Nov 02, 2026 |
| Sensible Money, LLC | History | Reduced | 5,933 | 425 | 0.11% | 0.24% | 90 | -5,933 | -50.0% | Q3 2026 | Oct 20, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 5,577 | 422 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 5,484 | 415 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighPoint Advisor Group LLC | History | No change | 5,424 | 411 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 5,394 | 408 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgelight Financial Advisors, Inc. | History | Added to | 5,676 | 406 | 0.28% | 0.29% | 95 | +17 | 0.3% | Q3 2026 | Oct 20, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 5,538 | 396 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Composition Wealth, LLC | History | No change | 5,207 | 394 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 5,149 | 390 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 5,308 | 380 | 0.02% | 0.02% | 99 | -38 | -0.71% | Q3 2026 | Nov 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,912 | 372 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 4,916 | 352 | 0.01% | 0.01% | 101 | +12 | 0.24% | Q3 2026 | Oct 21, 2026 |
| FULTON BANK, N.A. | History | No change | 4,698 | 336 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Mariner, LLC | History | No change | 4,254 | 322 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M Holdings Securities, Inc. | History | New | 4,258 | 321 | 0.02% | — | 104 | +4,258 | New | Q3 2026 | Nov 03, 2026 |
| VICUS CAPITAL | History | Reduced | 4,442 | 318 | 0.02% | 0.02% | 105 | -435 | -8.92% | Q3 2026 | Nov 05, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 4,191 | 317 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,170 | 316 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 4,124 | 312 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Trust Co | History | Reduced | 4,324 | 309 | 0.0% | 0.0% | 110 | -159 | -3.55% | Q3 2026 | Oct 22, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 4,317 | 309 | 0.11% | 0.12% | 109 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Vise Technologies, Inc. | History | Added to | 4,237 | 303 | 0.0% | 0.0% | 111 | +492 | 13.14% | Q3 2026 | Oct 28, 2026 |
| Simplicity Wealth,LLC | History | Added to | 4,234 | 303 | 0.01% | 0.01% | 112 | +8 | 0.19% | Q3 2026 | Oct 23, 2026 |
| RiverFront Investment Group, LLC | History | No change | 3,962 | 300 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | No change | 3,953 | 299 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 3,916 | 296 | 0.07% | 0.07% | 115 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Added to | 4,050 | 290 | 0.04% | 0.05% | 116 | +5 | 0.12% | Q3 2026 | Oct 29, 2026 |
| IF Advisors, LLC | History | No change | 3,765 | 285 | 0.19% | 0.19% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 3,732 | 282 | 0.09% | 0.09% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 3,923 | 281 | 0.01% | 0.02% | 119 | +1 | 0.03% | Q3 2026 | Oct 29, 2026 |
| Stanich Group LLC | History | Reduced | 3,904 | 279 | 0.13% | 0.19% | 120 | -69 | -1.74% | Q3 2026 | Oct 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,588 | 269 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial River Investments, LLC | History | Reduced | 3,737 | 267 | 0.07% | 0.09% | 122 | -354 | -8.65% | Q3 2026 | Oct 19, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 3,639 | 260 | 0.09% | — | 123 | +3,639 | New | Q3 2026 | Nov 03, 2026 |
| Neuberger Berman Group LLC | History | No change | 3,420 | 259 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Financial Insights, Inc. | History | No change | 3,563 | 255 | 0.06% | 0.07% | 125 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 3,377 | 255 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 3,300 | 250 | 0.07% | 0.07% | 127 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Principle Wealth Partners LLC | History | Added to | 3,482 | 249 | 0.01% | 0.01% | 128 | +10 | 0.29% | Q3 2026 | Nov 02, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 3,450 | 247 | 0.08% | 0.08% | 129 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 3,221 | 244 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 3,410 | 244 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,198 | 242 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Post Resch Tallon Group Inc. | History | No change | 3,240 | 232 | 0.16% | 0.17% | 133 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| BANTAMAC CAPITAL, LLC | History | No change | 3,000 | 227 | 0.12% | 0.12% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,995 | 226 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 3,103 | 222 | 0.03% | 0.03% | 136 | +18 | 0.58% | Q3 2026 | Oct 21, 2026 |
| Align Financial, LLC | History | No change | 3,103 | 222 | 0.11% | 0.12% | 137 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 2,825 | 214 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,735 | 207 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 2,842 | 203 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,736 | 201 | 0.0% | 0.0% | 141 | +8 | 0.29% | Q3 2026 | Oct 26, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,642 | 200 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,367 | 169 | 0.0% | 0.0% | 144 | +261 | 12.39% | Q3 2026 | Oct 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,370 | 169 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,173 | 164 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,094 | 158 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 1,955 | 148 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| William Mack & Associates, Inc. | History | New | 1,930 | 138 | 0.04% | — | 148 | +1,930 | New | Q3 2026 | Oct 27, 2026 |
| Allworth Financial LP | History | No change | 1,739 | 131 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,705 | 129 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 1,640 | 124 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,532 | 116 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 1,547 | 110 | 0.0% | 0.01% | 153 | -1,798 | -53.75% | Q3 2026 | Nov 02, 2026 |
| SBK Financial, Inc. | History | No change | 1,467 | 105 | 0.05% | 0.07% | 154 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,354 | 102 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Horizons Wealth Management | History | New | 1,233 | 88 | 0.05% | — | 157 | +1,233 | New | Q3 2026 | Oct 05, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,232 | 88 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,050 | 75 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| ASSETMARK, INC | History | No change | 1,008 | 72 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 900 | 67 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Investors Research Corp | History | Reduced | 917 | 65 | 0.01% | 0.02% | 161 | -882 | -49.03% | Q3 2026 | Oct 07, 2026 |
| BFC Planning, Inc. | History | No change | 812 | 61 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Qube Research & Technologies Ltd | History | No change | 788 | 59 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 719 | 54 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 744 | 53 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| NFSG Corp | History | No change | 632 | 45 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| EPG Wealth Management LLC | History | No change | 569 | 40 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 547 | 39 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Oakworth Capital, Inc. | History | No change | 554 | 39 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| BlackRock, Inc. | History | No change | 465 | 35 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | No change | 455 | 34 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quaker Wealth Management, LLC | History | No change | 440 | 31 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| TRUST CO OF VERMONT | History | No change | 400 | 28 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| James T. Borello RIA | History | No change | 387 | 27 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 306 | 23 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 282 | 20 | 0.0% | — | 177 | +282 | New | Q3 2026 | Nov 04, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 292 | 20 | 0.0% | 0.0% | 176 | +1 | 0.34% | Q3 2026 | Oct 26, 2026 |
| RMG Wealth Management LLC | History | New | 265 | 19 | 0.0% | — | 178 | +265 | New | Q3 2026 | Oct 26, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 228 | 17 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 228 | 16 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 200 | 14 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 175 | 13 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 162 | 12 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Johnson Financial Group, Inc. | History | No change | 153 | 11 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 129 | 9 | 0.0% | — | 185 | +129 | New | Q3 2026 | Oct 30, 2026 |
| VANGUARD ADVISERS INC | History | No change | 110 | 8 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 85 | 6 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 92 | 6 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quent Capital, LLC | History | No change | 84 | 6 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 60 | 4 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 45 | 3 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Operose Advisors LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oxler Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -8,366 | -100.0% | Q3 2026 | Oct 21, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -343 | -100.0% | Q3 2026 | Oct 16, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Strategic Advocates LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |