WisdomTree Trust - QGRW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Retirement Planning Group, LLC | History | Added to | 4,330,872 | 231,398 | 7.17% | 8.12% | 1 | +116,663 | 2.77% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,549,265 | 189,637 | 0.2% | 0.22% | 2 | +74,864 | 2.15% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 3,451,329 | 184,404 | 0.05% | 0.05% | 3 | +633,508 | 22.48% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 2,843,665 | 151,937 | 0.01% | 0.01% | 4 | +498,975 | 21.28% | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | Reduced | 2,510,018 | 134,110 | 11.65% | 12.14% | 5 | -110,319 | -4.21% | Q1 2026 | Apr 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,039,375 | 108,963 | 0.01% | 0.01% | 6 | +464,860 | 29.52% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,302,260 | 69,579 | 0.33% | 0.32% | 7 | +148,785 | 12.9% | Q1 2026 | Apr 24, 2026 |
| RVW Wealth, LLC | History | Reduced | 1,065,641 | 56,937 | 4.44% | 4.85% | 8 | -16,479 | -1.52% | Q1 2026 | Apr 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,021,046 | 54,554 | 0.94% | 0.76% | 9 | +297,582 | 41.13% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 792,207 | 42,327 | 0.01% | 0.0% | 10 | +639,784 | 419.74% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 536,656 | 28,673 | 0.01% | 0.0% | 11 | +398,915 | 289.61% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 527,364 | 28,177 | 0.0% | 0.0% | 12 | +351,592 | 200.03% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 506,026 | 27,036 | 0.05% | 0.01% | 13 | +406,666 | 409.29% | Q1 2026 | May 14, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 426,047 | 22,763 | 14.53% | 16.09% | 14 | +23,543 | 5.85% | Q1 2026 | Apr 23, 2026 |
| Cetera Investment Advisers | History | Added to | 390,626 | 20,871 | 0.02% | 0.02% | 15 | +19,248 | 5.18% | Q1 2026 | May 13, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 359,265 | 19,195 | 3.77% | 4.28% | 16 | -23,346 | -6.1% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 356,447 | 19,046 | 0.03% | 0.03% | 17 | -18,064 | -4.82% | Q1 2026 | May 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 336,078 | 17,956 | 3.05% | 3.05% | 18 | +26,373 | 8.52% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 333,749 | 17,832 | 0.07% | 0.06% | 19 | +77,398 | 30.19% | Q1 2026 | Apr 30, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 333,342 | 17,810 | 2.49% | 2.66% | 20 | +5,198 | 1.58% | Q1 2026 | Apr 30, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 294,796 | 15,750 | 5.03% | 5.25% | 21 | +9,456 | 3.31% | Q1 2026 | Apr 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 276,494 | 14,773 | 0.01% | 0.01% | 22 | -7,207 | -2.54% | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 277,406 | 14,205 | 0.51% | 0.59% | 23 | +15,497 | 5.92% | Q1 2026 | May 15, 2026 |
| Quattro Advisors LLC | History | Added to | 264,811 | 14,148 | 12.26% | 11.89% | 24 | +11,309 | 4.46% | Q1 2026 | May 14, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 241,770 | 12,917 | 5.23% | 5.37% | 25 | +22,822 | 10.42% | Q1 2026 | May 12, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 236,170 | 12,618 | 4.03% | 4.49% | 26 | +22,274 | 10.41% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Added to | 207,230 | 11,072 | 0.03% | 0.02% | 27 | +62,801 | 43.48% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 203,050 | 10,983 | 0.53% | 0.47% | 28 | +35,586 | 21.25% | Q1 2026 | Apr 27, 2026 |
| tru Independence LLC | History | Added to | 199,034 | 10,634 | 5.26% | 2.71% | 29 | +15,641 | 8.53% | Q1 2026 | Apr 22, 2026 |
| GLR Partners, LLC | History | New | 197,213 | 10,537 | 5.75% | — | 30 | +197,213 | New | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 193,055 | 10,314 | 0.12% | 0.13% | 31 | -2,904 | -1.48% | Q1 2026 | May 05, 2026 |
| Oxinas Partners, LLC | History | Added to | 185,687 | 9,921 | 4.53% | 4.93% | 32 | +11,162 | 6.4% | Q1 2026 | Apr 10, 2026 |
| US BANCORP \DE\ | History | New | 181,949 | 9,721 | 0.01% | — | 33 | +181,949 | New | Q1 2026 | May 14, 2026 |
| Centurion Wealth Management LLC | History | New | 112,201 | 5,994 | 1.35% | — | 34 | +112,201 | New | Q1 2026 | Apr 10, 2026 |
| Vericrest Private Wealth | History | Added to | 110,009 | 5,877 | 5.27% | 5.16% | 35 | +11,043 | 11.16% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 109,001 | 5,823 | 0.44% | 0.39% | 36 | +20,995 | 23.86% | Q1 2026 | Apr 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 91,929 | 4,911 | 0.18% | 0.04% | 37 | +76,974 | 514.7% | Q1 2026 | May 19, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 89,456 | 4,780 | 0.01% | 0.01% | 38 | +18,869 | 26.73% | Q1 2026 | Apr 30, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 80,423 | 4,296 | 0.27% | 0.32% | 39 | -2,155 | -2.61% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 74,362 | 3,973 | 0.05% | 0.06% | 40 | -1,196 | -1.58% | Q1 2026 | May 12, 2026 |
| Avestar Capital, LLC | History | Added to | 73,361 | 3,919 | 0.25% | 0.27% | 41 | +1,557 | 2.17% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 64,194 | 3,766 | 0.02% | 0.02% | 42 | +20,786 | 47.89% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 66,726 | 3,565 | 0.07% | 0.07% | 43 | +6,063 | 9.99% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 63,519 | 3,393 | 0.15% | 0.17% | 44 | +2,185 | 3.56% | Q1 2026 | Apr 28, 2026 |
| Herold Advisors, Inc. | History | Added to | 60,598 | 3,237 | 0.71% | 0.72% | 45 | +5,444 | 9.87% | Q1 2026 | May 14, 2026 |
| Formidable Asset Management, LLC | History | Added to | 54,950 | 3,223 | 0.5% | 0.23% | 46 | +27,483 | 100.06% | Q1 2026 | Apr 22, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 54,493 | 2,911 | 0.32% | 0.01% | 47 | +53,345 | 4646.78% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 54,150 | 2,893 | 0.05% | 0.01% | 48 | +45,100 | 498.34% | Q1 2026 | May 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 52,277 | 2,793 | 0.0% | 0.0% | 49 | +18,302 | 53.87% | Q1 2026 | Apr 27, 2026 |
| TD Capital Management LLC | History | Added to | 48,829 | 2,608 | 0.23% | 0.24% | 50 | +2,872 | 6.25% | Q1 2026 | May 11, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 48,093 | 2,569 | 0.76% | 0.82% | 51 | +1,671 | 3.6% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Added to | 46,775 | 2,499 | 0.03% | 0.03% | 52 | +12,089 | 34.85% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 42,146 | 2,251 | 0.0% | 0.0% | 53 | -44,176 | -51.18% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 40,747 | 2,177 | 0.0% | 0.0% | 54 | +18,836 | 85.97% | Q1 2026 | May 15, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 38,906 | 2,078 | 1.28% | 1.32% | 55 | +5,875 | 17.79% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 38,373 | 2,050 | 0.03% | 0.04% | 56 | +5,877 | 18.09% | Q1 2026 | May 15, 2026 |
| KPP Advisory Services LLC | History | Added to | 37,974 | 2,028 | 0.29% | 0.29% | 57 | +4,380 | 13.04% | Q1 2026 | Apr 24, 2026 |
| RFG Advisory, LLC | History | Added to | 37,566 | 2,007 | 0.04% | 0.04% | 58 | +172 | 0.46% | Q1 2026 | Apr 17, 2026 |
| Bison Wealth, LLC | History | Reduced | 30,294 | 1,985 | 0.19% | 0.19% | 59 | -1,043 | -3.33% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 31,533 | 1,614 | 0.0% | 0.0% | 60 | +4,013 | 14.58% | Q1 2026 | May 13, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 28,947 | 1,546 | 1.01% | 1.11% | 61 | -2,460 | -7.83% | Q1 2026 | Apr 28, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 27,908 | 1,491 | 0.06% | 0.05% | 62 | +3,431 | 14.02% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 26,037 | 1,391 | 0.01% | 0.01% | 63 | +1,916 | 7.94% | Q1 2026 | May 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 23,480 | 1,254 | 0.02% | 0.03% | 64 | +186 | 0.8% | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 22,248 | 1,188 | 0.05% | 0.08% | 65 | +10,473 | 88.94% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 20,988 | 1,121 | 0.03% | 0.03% | 66 | -3,526 | -14.38% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 21,336 | 1,101 | 0.0% | 0.0% | 67 | +19,653 | 1167.74% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Added to | 18,475 | 987 | 0.12% | 0.1% | 68 | +5,075 | 37.87% | Q1 2026 | Apr 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 18,115 | 967 | 0.0% | 0.0% | 69 | +12,830 | 242.76% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 15,334 | 819 | 0.0% | 0.0% | 70 | +11,296 | 279.74% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 15,217 | 813 | 0.01% | 0.01% | 71 | -2,331 | -13.28% | Q1 2026 | Apr 20, 2026 |
| Farrell Financial LLC | History | Added to | 14,725 | 786 | 0.47% | 0.41% | 72 | +2,879 | 24.3% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 14,426 | 770 | 0.01% | 0.01% | 73 | +6,251 | 76.46% | Q1 2026 | Apr 28, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 14,408 | 769 | 0.38% | 0.48% | 74 | -322 | -2.19% | Q1 2026 | Apr 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 14,371 | 767 | 0.05% | 0.05% | 75 | +271 | 1.92% | Q1 2026 | Apr 13, 2026 |
| STIFEL FINANCIAL CORP | History | New | 13,871 | 741 | 0.0% | — | 76 | +13,871 | New | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 12,226 | 653 | 0.0% | 0.01% | 77 | -26,382 | -68.33% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 11,791 | 630 | 0.0% | 0.01% | 78 | +138 | 1.18% | Q1 2026 | Apr 07, 2026 |
| XY Planning Network, Inc. | History | New | 11,475 | 620 | 0.1% | — | 79 | +11,475 | New | Q1 2026 | Apr 14, 2026 |
| Millington Financial Advisors, LLC | History | No change | 9,086 | 564 | 0.24% | 0.23% | 80 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | New | 10,263 | 548 | 0.01% | — | 81 | +10,263 | New | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Added to | 10,243 | 547 | 0.0% | 0.0% | 82 | +4,835 | 89.4% | Q1 2026 | May 12, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 8,962 | 525 | 0.45% | 0.45% | 83 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WealthPoint Financial, LLC | History | No change | 8,937 | 524 | 0.46% | 0.46% | 84 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 9,740 | 520 | 0.08% | 4.69% | 85 | -505,216 | -98.11% | Q1 2026 | Apr 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 9,026 | 482 | 0.01% | 0.07% | 86 | -94,295 | -91.26% | Q1 2026 | Apr 20, 2026 |
| Kovack Advisors, Inc. | History | Added to | 8,776 | 474 | 0.03% | 0.02% | 87 | +238 | 2.79% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | No change | 8,766 | 468 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Empirical Asset Management, LLC | History | Added to | 8,438 | 450 | 0.12% | 0.11% | 89 | +2,065 | 32.4% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 8,220 | 439 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 8,085 | 431 | 0.08% | 0.09% | 91 | +237 | 3.02% | Q1 2026 | May 11, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 7,992 | 427 | 0.08% | 2.44% | 92 | -267,029 | -97.09% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,949 | 424 | 0.0% | 0.0% | 93 | +3,934 | 97.98% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | New | 7,844 | 419 | 0.0% | — | 94 | +7,844 | New | Q1 2026 | May 13, 2026 |
| Paragon Capital Management Ltd | History | New | 7,642 | 408 | 0.09% | — | 95 | +7,642 | New | Q1 2026 | Apr 15, 2026 |
| Sankala Group LLC | History | Added to | 7,416 | 400 | 0.33% | 0.14% | 96 | +4,431 | 148.44% | Q1 2026 | Mar 31, 2026 |
| Intrua Financial, LLC | History | Reduced | 7,307 | 390 | 0.04% | 0.05% | 97 | -641 | -8.06% | Q1 2026 | Apr 23, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 7,139 | 381 | 0.02% | 0.02% | 98 | +145 | 2.07% | Q1 2026 | Apr 17, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 6,663 | 355 | 0.02% | 0.03% | 99 | -1,222 | -15.5% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 6,391 | 341 | 0.0% | — | 100 | +6,391 | New | Q1 2026 | May 15, 2026 |
| Legacy Advisors, LLC | History | No change | 6,225 | 332 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vise Technologies, Inc. | History | No change | 5,653 | 331 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 5,849 | 312 | 0.0% | 0.0% | 103 | +2,148 | 58.04% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 5,766 | 308 | 0.0% | 0.0% | 104 | +868 | 17.72% | Q1 2026 | May 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 5,725 | 305 | 0.01% | 0.01% | 105 | +1,835 | 47.17% | Q1 2026 | Apr 15, 2026 |
| Falcon Wealth Planning | History | Added to | 5,678 | 303 | 0.02% | 0.03% | 106 | +404 | 7.66% | Q1 2026 | Apr 20, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 5,266 | 281 | 0.01% | 0.01% | 107 | -426 | -7.48% | Q1 2026 | Apr 07, 2026 |
| ZEGA Investments, LLC | History | Added to | 5,243 | 280 | 0.03% | 0.02% | 108 | +1,724 | 48.99% | Q1 2026 | May 08, 2026 |
| Colonial River Investments, LLC | History | New | 5,205 | 278 | 0.1% | — | 109 | +5,205 | New | Q1 2026 | Apr 27, 2026 |
| VestGen Advisors, LLC | History | No change | 4,289 | 277 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,606 | 246 | 0.0% | 0.0% | 111 | -1,400 | -23.31% | Q1 2026 | Jun 02, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 4,607 | 246 | 0.06% | 0.07% | 112 | -302 | -6.15% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | No change | 4,464 | 239 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 4,400 | 235 | 0.01% | 0.01% | 114 | +48 | 1.1% | Q1 2026 | Apr 08, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 4,200 | 224 | 0.19% | 0.23% | 115 | -588 | -12.28% | Q1 2026 | Apr 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,100 | 219 | 0.0% | 0.0% | 116 | -2,909 | -41.5% | Q1 2026 | Apr 22, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 3,994 | 213 | 0.07% | 0.05% | 119 | +140 | 3.63% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,000 | 213 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Enclave Advisors LLC | History | No change | 3,994 | 213 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Clarity Asset Management, Inc. | History | New | 3,877 | 207 | 0.1% | — | 120 | +3,877 | New | Q1 2026 | May 04, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 3,864 | 206 | 0.03% | 0.05% | 121 | -2,205 | -36.33% | Q1 2026 | May 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 3,804 | 203 | 0.0% | — | 122 | +3,804 | New | Q1 2026 | May 11, 2026 |
| AIRE ADVISORS, LLC | History | New | 3,781 | 202 | 0.04% | — | 123 | +3,781 | New | Q1 2026 | May 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,738 | 146 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 2,397 | 128 | 0.01% | 0.01% | 125 | +145 | 6.44% | Q1 2026 | May 18, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,681 | 98 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,646 | 87 | 0.0% | — | 127 | +1,646 | New | Q1 2026 | May 01, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,121 | 59 | 0.01% | 0.01% | 128 | -1,516 | -57.49% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | New | 983 | 52 | 0.0% | — | 129 | +983 | New | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 822 | 44 | 0.03% | 0.02% | 130 | +331 | 67.41% | Q1 2026 | May 05, 2026 |
| JNBA Financial Advisors | History | Reduced | 754 | 40 | 0.0% | 0.0% | 131 | -99 | -11.61% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 696 | 37 | 0.0% | 0.0% | 132 | -1 | -0.14% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 651 | 34 | 0.0% | — | 133 | +651 | New | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 608 | 32 | 0.0% | — | 135 | +608 | New | Q1 2026 | May 13, 2026 |
| EFG International AG | History | No change | 600 | 32 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | New | 548 | 29 | 0.0% | — | 136 | +548 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 400 | 21 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| REAP Financial Group, LLC | History | New | 392 | 20 | 0.0% | — | 139 | +392 | New | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | New | 376 | 20 | 0.0% | — | 138 | +376 | New | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 279 | 16 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 280 | 14 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 224 | 11 | 0.0% | 0.0% | 142 | -405 | -64.39% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | New | 210 | 11 | 0.0% | — | 143 | +210 | New | Q1 2026 | May 13, 2026 |
| NBT BANK N A /NY | History | Added to | 200 | 10 | 0.0% | 0.0% | 144 | +141 | 238.98% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Reduced | 201 | 10 | 0.0% | 0.0% | 145 | -58 | -22.39% | Q1 2026 | Apr 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 188 | 10 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Destiny Wealth Partners, LLC | History | New | 129 | 6 | 0.0% | — | 147 | +129 | New | Q1 2026 | May 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 108 | 6 | 0.0% | — | 148 | +108 | New | Q1 2026 | May 06, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Anfield Capital Management, LLC | History | New | 50 | 2 | 0.0% | — | 150 | +50 | New | Q1 2026 | May 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 50 | 2 | 0.0% | — | 151 | +50 | New | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 31 | 1 | 0.0% | — | 152 | +31 | New | Q1 2026 | May 01, 2026 |
| Key Capital Management, INC | History | New | 30 | 1 | 0.0% | — | 153 | +30 | New | Q1 2026 | May 07, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -17,716 | -100.0% | Q1 2026 | Apr 07, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,614 | -100.0% | Q1 2026 | Apr 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,507 | -100.0% | Q1 2026 | May 15, 2026 |
| Royal Harbor Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,050 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -3,409 | -100.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,279 | -100.0% | Q1 2026 | Apr 07, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -699 | -100.0% | Q1 2026 | Apr 17, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | May 04, 2026 |