WisdomTree Trust - USFR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PeakShares LLC | History | No change | 23,250 | 1,170,638 | 0.87% | 0.87% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 17,156,947 | 863,852 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 14,460,849 | 728,103 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 13,259,499 | 667,615 | 0.15% | 0.15% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Trail Advisors, LLC | History | No change | 11,284,922 | 568,195 | 7.15% | 7.15% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Wealth, LLC | History | No change | 11,099,477 | 558,858 | 5.59% | 5.59% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 6,825,052 | 343,641 | 0.09% | 0.09% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | No change | 5,521,691 | 278,017 | 7.89% | 7.89% | 8 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | No change | 5,364,589 | 270,107 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,373,842 | 220,222 | 0.34% | 0.34% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,316,500 | 218,684 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,979,574 | 200,371 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 3,099,432 | 155,988 | 21.93% | 21.93% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,921,694 | 147,108 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 2,474,634 | 124,597 | 0.12% | 0.12% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 2,424,914 | 122,094 | 21.31% | 21.31% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 1,868,364 | 94,072 | 1.15% | 1.15% | 17 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cetera Investment Advisers | History | No change | 1,788,259 | 90,038 | 0.08% | 0.08% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,755,340 | 88,382 | 0.1% | 0.1% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Morton Capital Management LLC/CA | History | No change | 1,740,568 | 87,637 | 11.98% | 11.98% | 20 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,579,027 | 79,504 | 0.12% | 0.12% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 1,567,010 | 78,899 | 0.36% | 0.36% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,495,048 | 75,275 | 0.24% | 0.24% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Encompass More Asset Management | History | No change | 1,473,313 | 74,181 | 10.79% | 10.79% | 24 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 1,436,227 | 72,314 | 4.1% | 4.1% | 25 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 1,368,150 | 68,886 | 1.47% | 1.47% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 1,307,935 | 65,854 | 0.32% | 0.32% | 27 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,304,803 | 65,696 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,235,653 | 62,215 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,157,916 | 58,301 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | No change | 1,133,549 | 57,074 | 7.51% | 7.51% | 31 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | No change | 1,090,104 | 54,886 | 39.32% | 39.32% | 32 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,059,710 | 53,356 | 0.27% | 0.27% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 962,273 | 48,440 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stenger Family Office, LLC | History | No change | 950,591 | 47,862 | 7.6% | 7.6% | 35 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| McGuire Investment Group, LLC | History | No change | 947,852 | 47,724 | 4.18% | 4.18% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 934,871 | 47,071 | 0.11% | 0.11% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 933,611 | 47,007 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lunt Capital Management, Inc. | History | No change | 923,539 | 46,500 | 17.06% | 17.06% | 39 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Carmel Capital Partners, LLC | History | No change | 874,714 | 44,041 | 14.52% | 14.52% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 859,642 | 43,282 | 6.21% | 6.21% | 41 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 848,836 | 42,738 | 0.11% | 0.11% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 838,877 | 42,237 | 0.13% | 0.13% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 828,455 | 41,712 | 1.63% | 1.63% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Disciplina Capital Management LLC | History | No change | 817,373 | 41,154 | 4.25% | 4.25% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 800,627 | 40,311 | 0.44% | 0.44% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vertex Planning Partners, LLC | History | No change | 774,263 | 38,984 | 5.79% | 5.79% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 761,225 | 38,327 | 0.59% | 0.59% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AlphaCore Capital LLC | History | No change | 744,182 | 37,469 | 0.69% | 0.69% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 734,712 | 36,992 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 691,329 | 34,808 | 0.53% | 0.53% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aprio Wealth Management, LLC | History | No change | 676,658 | 34,069 | 1.68% | 1.68% | 52 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 671,099 | 33,789 | 0.65% | 0.65% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 656,655 | 33,062 | 0.93% | 0.93% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Inspire Advisors, LLC | History | No change | 649,557 | 32,705 | 2.27% | 2.27% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 647,400 | 32,596 | 13.47% | 13.47% | 56 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 646,040 | 32,528 | 1.24% | 1.24% | 57 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cresset Asset Management, LLC | History | No change | 641,598 | 32,304 | 0.12% | 0.12% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 623,203 | 31,378 | 0.98% | 0.98% | 59 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 607,410 | 30,583 | 0.29% | 0.29% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Matrix Trust Co | History | Added to | 599,859 | 30,227 | 4.4% | 4.07% | 61 | +43,051 | 7.73% | Q3 2026 | Oct 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 592,455 | 29,830 | 0.55% | 0.55% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 589,017 | 29,657 | 0.05% | 0.05% | 63 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealthspire Advisors, LLC | History | No change | 580,812 | 29,243 | 0.16% | 0.16% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stonebridge Wealth Management, LLC | History | Added to | 543,194 | 27,371 | 24.35% | 21.76% | 65 | +60,474 | 12.53% | Q3 2026 | Oct 08, 2026 |
| Merit Financial Group, LLC | History | No change | 537,614 | 27,068 | 0.17% | 0.17% | 66 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| &PARTNERS | History | No change | 527,440 | 26,578 | 0.11% | 0.11% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Uniplan Investment Counsel, Inc. | History | No change | 523,452 | 26,355 | 2.47% | 2.47% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 511,767 | 25,767 | 1.68% | 1.68% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 510,939 | 25,725 | 4.0% | 4.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Haven Private, LLC | History | No change | 509,989 | 25,677 | 9.76% | 9.76% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 494,091 | 24,897 | 0.18% | 0.26% | 72 | -161,857 | -24.68% | Q3 2026 | Oct 08, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 492,844 | 24,814 | 0.78% | 0.78% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| United Asset Strategies, Inc. | History | No change | 491,959 | 24,770 | 1.75% | 1.75% | 74 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Client First Capital LLC | History | No change | 458,302 | 23,075 | 9.19% | 9.19% | 75 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 453,801 | 22,852 | 0.07% | 0.07% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global View Capital Management LLC | History | No change | 453,517 | 22,834 | 4.71% | 4.71% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEBSTER BANK, N. A. | History | No change | 442,556 | 22,282 | 1.93% | 1.93% | 78 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bonfire Financial | History | No change | 438,875 | 22,097 | 14.2% | 14.2% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| New Perspectives, Inc | History | No change | 438,385 | 22,072 | 6.77% | 6.77% | 80 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 437,940 | 22,050 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Sharper & Granite LLC | History | No change | 423,807 | 21,338 | 6.61% | 6.61% | 82 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 422,438 | 21,265 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 415,230 | 20,902 | 0.78% | 0.78% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Warner Group LLC | History | No change | 412,508 | 20,769 | 5.11% | 5.11% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 407,606 | 20,539 | 1.51% | 1.73% | 86 | -46,215 | -10.18% | Q3 2026 | Oct 01, 2026 |
| Sanctuary Advisors, LLC | History | No change | 400,364 | 20,158 | 0.09% | 0.09% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leibman Financial Services, Inc. | History | No change | 394,250 | 19,850 | 13.2% | 13.2% | 88 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 393,773 | 19,826 | 0.14% | 0.14% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 388,536 | 19,562 | 0.17% | 0.17% | 90 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 383,932 | 19,498 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Team Financial Group, LLC | History | No change | 386,358 | 19,453 | 8.26% | 8.26% | 92 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SYKON CAPITAL LLC | History | No change | 384,381 | 19,353 | 5.96% | 5.96% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alpine Bank Wealth Management | History | No change | 381,503 | 19,208 | 2.46% | 2.46% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Exit Wealth Advisors, LLC. | History | No change | 376,007 | 18,931 | 8.62% | 8.62% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WCG Wealth Advisors LLC | History | No change | 363,513 | 18,302 | 0.43% | 0.43% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 359,365 | 18,094 | 0.34% | 0.34% | 97 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 359,103 | 18,080 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 358,522 | 18,051 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Broussard Financial Group LLC | History | No change | 354,696 | 17,858 | 14.3% | 14.3% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 335,303 | 16,882 | 1.09% | 1.09% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Howard Capital Management, LLC | History | No change | 2,083,671 | 16,837 | 0.2% | 0.2% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ankerstar Wealth, LLC | History | No change | 332,805 | 16,756 | 14.05% | 14.05% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Melone Private Wealth, LLC | History | No change | 332,125 | 16,722 | 6.37% | 6.37% | 104 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 329,801 | 16,605 | 0.2% | 0.2% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parisi Gray Wealth Management | History | No change | 329,772 | 16,604 | 3.41% | 3.41% | 106 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SFM, LLC | History | No change | 320,992 | 16,161 | 8.28% | 8.28% | 107 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 319,338 | 16,078 | 4.75% | 4.75% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 318,326 | 16,027 | 4.4% | 4.4% | 109 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Envision Financial LLC | History | No change | 317,105 | 15,966 | 7.35% | 7.35% | 110 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Napier Financial, LLC | History | No change | 311,012 | 15,659 | 3.26% | 3.26% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Headland Capital, LLC | History | No change | 307,821 | 15,498 | 3.82% | 3.82% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mueller Wealth, LLC | History | No change | 307,442 | 15,479 | 10.54% | 10.54% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Keebeck Wealth Management | History | No change | 304,210 | 15,316 | 1.5% | 1.5% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 302,889 | 15,268 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Modern Wealth Management, LLC | History | No change | 303,170 | 15,264 | 0.18% | 0.18% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 300,141 | 15,112 | 4.07% | 4.07% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Security Advisor, Inc. | History | No change | 295,633 | 14,885 | 2.42% | 2.42% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arta Finance Wealth Management LLC | History | No change | 292,338 | 14,719 | 6.3% | 6.3% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 280,466 | 14,121 | 0.79% | 0.79% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Permanent Capital Management, LP | History | No change | 278,781 | 14,036 | 1.88% | 1.88% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Procyon Advisors, LLC | History | No change | 277,839 | 13,989 | 0.6% | 0.6% | 122 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 272,035 | 13,696 | 2.75% | 2.75% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cassia Capital Partners, LLC | History | No change | 269,160 | 13,552 | 6.57% | 6.57% | 124 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | No change | 268,033 | 13,500 | 8.88% | 8.88% | 125 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MAI Capital Management | History | No change | 267,266 | 13,456 | 0.05% | 0.05% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 263,368 | 13,260 | 0.15% | 0.15% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 261,914 | 13,187 | 9.76% | 9.76% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lauer Wealth, LLC | History | No change | 260,823 | 13,155 | 7.9% | 7.9% | 129 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 260,635 | 13,122 | 0.21% | 0.21% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Intrua Financial, LLC | History | No change | 260,405 | 13,111 | 1.2% | 1.2% | 131 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HUB Investment Partners, LLC | History | No change | 253,201 | 12,748 | 0.23% | 0.23% | 132 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mosley Wealth Management | History | No change | 248,652 | 12,519 | 3.98% | 3.98% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stonekeep Investments, LLC | History | No change | 244,549 | 12,313 | 7.17% | 7.17% | 134 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 242,868 | 12,242 | 2.3% | 2.24% | 135 | +16,028 | 7.07% | Q3 2026 | Oct 09, 2026 |
| Mason & Associates Inc | History | No change | 238,592 | 12,013 | 1.94% | 1.94% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HighPoint Advisor Group LLC | History | No change | 238,095 | 11,988 | 0.42% | 0.42% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanchez Wealth Management Group | History | No change | 237,190 | 11,942 | 2.09% | 2.09% | 138 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Christian Investment Advisors, Inc. | History | No change | 236,126 | 11,888 | 7.01% | 7.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 231,578 | 11,659 | 1.71% | 1.71% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 230,735 | 11,617 | 0.25% | 0.25% | 141 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Baird Financial Group, Inc. | History | No change | 225,044 | 11,330 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACORN CREEK CAPITAL LLC | History | No change | 224,588 | 11,308 | 3.78% | 3.78% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Value Investment Professionals, LLC | History | No change | 222,193 | 11,187 | 9.41% | 9.41% | 144 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 217,410 | 10,946 | 6.13% | 6.13% | 145 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 216,472 | 10,899 | 0.52% | 0.52% | 146 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Columbia River Financial Group, LLC | History | No change | 215,067 | 10,828 | 5.82% | 5.82% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Milestone Investment Advisors LLC | History | No change | 208,786 | 10,512 | 2.27% | 2.27% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WT Wealth Management | History | No change | 208,244 | 10,485 | 2.9% | 2.9% | 149 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rare Wolf Capital LLC | History | No change | 208,200 | 10,482 | 6.73% | 6.73% | 150 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | No change | 207,415 | 10,443 | 1.57% | 1.57% | 151 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Highland Investment Advisors LLC | History | No change | 204,983 | 10,320 | 4.5% | 4.5% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 201,126 | 10,142 | 4.08% | 4.08% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 200,000 | 10,070 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 194,477 | 9,791 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 194,182 | 9,777 | 0.34% | 0.34% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 192,766 | 9,705 | 0.09% | 0.09% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allen Capital Group, LLC | History | No change | 184,328 | 9,280 | 0.76% | 0.76% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 180,957 | 9,112 | 0.05% | 0.05% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NVWM, LLC | History | No change | 176,553 | 8,889 | 1.79% | 1.79% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Guided Capital Wealth Management, LLC | History | No change | 173,942 | 8,757 | 5.12% | 5.12% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 172,864 | 8,705 | 1.05% | 1.05% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 170,512 | 8,585 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Viaable, LLC | History | No change | 165,805 | 8,349 | 6.93% | 6.93% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 165,540 | 8,334 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 165,361 | 8,325 | 0.27% | 0.27% | 166 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AlTi Global, Inc. | History | No change | 165,095 | 8,312 | 0.17% | 0.17% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 164,688 | 8,292 | 0.42% | 0.42% | 168 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 163,902 | 8,252 | 0.65% | 0.65% | 169 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Reality Financial Planning Services, LLC | History | No change | 161,387 | 8,125 | 7.84% | 7.84% | 170 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 153,027 | 7,704 | 0.73% | 0.73% | 171 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 151,876 | 7,646 | 0.74% | 0.74% | 172 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pallas Capital Advisors LLC | History | No change | 150,312 | 7,568 | 0.23% | 0.23% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ares Financial Consulting, LLC | History | No change | 148,386 | 7,471 | 5.36% | 5.36% | 174 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Advisory Services Network, LLC | History | No change | 147,255 | 7,414 | 0.08% | 0.08% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Goldenstone Wealth Management LLC | History | No change | 146,939 | 7,398 | 4.84% | 4.84% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 146,638 | 7,383 | 2.64% | 2.64% | 177 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Fortune Financial Group, Inc. | History | No change | 144,774 | 7,289 | 5.71% | 5.71% | 178 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Family Legacy Financial Solutions, LLC | History | Reduced | 138,051 | 6,956 | 4.03% | 4.66% | 179 | -13,631 | -8.99% | Q3 2026 | Oct 07, 2026 |
| Wealthfront Advisers LLC | History | No change | 137,104 | 6,903 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 136,174 | 6,856 | 0.08% | 0.08% | 181 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 132,652 | 6,679 | 2.61% | 2.61% | 182 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Town Capital LLC | History | No change | 130,565 | 6,573 | 4.17% | 4.17% | 183 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 129,848 | 6,537 | 0.67% | 0.67% | 184 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 127,931 | 6,441 | 0.4% | 0.4% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 127,733 | 6,431 | 1.44% | 1.44% | 186 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 127,416 | 6,415 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 125,465 | 6,317 | 1.23% | 1.23% | 188 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GreatBanc Trust CO | History | No change | 125,351 | 6,311 | 3.91% | 3.91% | 189 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | No change | 123,686 | 6,227 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 121,641 | 6,124 | 0.14% | 0.14% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Assets Advisory, LLC | History | No change | 120,604 | 6,073 | 1.32% | 1.32% | 192 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 117,526 | 5,917 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STEPHENS INC /AR/ | History | No change | 116,500 | 5,865 | 0.07% | 0.07% | 194 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Argo Wealth Advisory, LLC | History | No change | 116,288 | 5,855 | 3.23% | 3.23% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 114,744 | 5,777 | 1.44% | 1.44% | 196 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Hobart Private Capital, LLC | History | No change | 113,483 | 5,713 | 0.98% | 0.98% | 197 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 111,966 | 5,637 | 0.31% | 0.31% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 111,532 | 5,615 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Second Line Capital, LLC | History | No change | 111,437 | 5,610 | 1.04% | 1.04% | 200 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth LP | History | No change | 111,125 | 5,595 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 111,007 | 5,589 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cypress Capital, LLC | History | No change | 110,661 | 5,571 | 1.51% | 1.51% | 203 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 107,950 | 5,435 | 0.11% | 0.11% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Wealth Advisors LLC | History | No change | 102,783 | 5,175 | 4.68% | 4.68% | 205 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 101,960 | 5,142 | 0.76% | 0.76% | 206 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 101,656 | 5,118 | 0.31% | 0.31% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 100,601 | 5,065 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Western Wealth Management, LLC | History | No change | 97,129 | 4,890 | 0.16% | 0.16% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Andina Capital Management, LLC | History | No change | 96,975 | 4,882 | 7.88% | 7.88% | 210 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | No change | 92,447 | 4,654 | 0.08% | 0.08% | 211 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CIM, LLC | History | No change | 92,422 | 4,653 | 0.6% | 0.6% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Peck Wealth Management, LLC | History | No change | 90,481 | 4,555 | 3.84% | 3.84% | 213 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vigilare Wealth Management | History | No change | 89,201 | 4,491 | 1.38% | 1.38% | 214 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 88,897 | 4,475 | 0.36% | 0.36% | 215 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| StoneX Group Inc. | History | No change | 88,800 | 4,471 | 0.18% | 0.18% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centennial Bank/AR/ | History | No change | 88,816 | 4,471 | 1.44% | 1.44% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 87,482 | 4,404 | 0.63% | 0.63% | 218 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 85,263 | 4,292 | 0.72% | 0.72% | 219 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | No change | 85,187 | 4,289 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Banco Santander, S.A. | History | No change | 82,830 | 4,170 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| F&V Capital Management, LLC | History | No change | 82,361 | 4,147 | 0.76% | 0.76% | 222 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TrustWell Financial Advisors, LLC | History | No change | 82,364 | 4,147 | 3.52% | 3.52% | 223 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JT Stratford LLC | History | No change | 80,179 | 4,037 | 0.44% | 0.44% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ellevest, Inc. | History | No change | 79,940 | 4,024 | 0.47% | 0.47% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Golden State Wealth Management, LLC | History | No change | 79,896 | 4,022 | 0.37% | 0.37% | 226 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Curran Financial Partners, LLC | History | No change | 79,645 | 4,010 | 0.6% | 0.6% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Financial Group Corp | History | No change | 79,056 | 3,980 | 2.88% | 2.88% | 228 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 78,103 | 3,932 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| M Wealth Management, LLC | History | No change | 76,432 | 3,848 | 3.02% | 3.02% | 230 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 75,824 | 3,817 | 0.08% | 0.08% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 74,330 | 3,742 | 0.48% | 0.48% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Financial Network, Inc. | History | No change | 74,197 | 3,735 | 0.12% | 0.12% | 233 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| G&S Capital LLC | History | No change | 73,729 | 3,712 | 1.08% | 1.08% | 234 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NOVEM GROUP | History | No change | 73,091 | 3,680 | 0.37% | 0.37% | 235 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 72,489 | 3,649 | 0.33% | 0.33% | 236 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 72,483 | 3,649 | 0.43% | 0.43% | 237 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bravias Capital Group, LLC | History | No change | 71,356 | 3,592 | 2.13% | 2.13% | 238 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 70,648 | 3,557 | 0.14% | 0.14% | 239 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Charis Legacy Partners, LLC | History | No change | 69,740 | 3,511 | 4.32% | 4.32% | 240 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Janney Montgomery Scott LLC | History | No change | 69,632 | 3,506 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 69,466 | 3,500 | 0.1% | 0.1% | 242 | -941 | -1.34% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | No change | 68,117 | 3,429 | 0.06% | 0.06% | 243 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GARRISON BRADFORD & ASSOCIATES INC | History | No change | 67,425 | 3,394 | 3.68% | 3.68% | 244 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 67,224 | 3,384 | 1.25% | 1.25% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 65,229 | 3,284 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Venturi Wealth Management, LLC | History | No change | 65,051 | 3,275 | 0.13% | 0.13% | 247 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | No change | 64,996 | 3,272 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vantage Point Financial LLC | History | No change | 64,097 | 3,227 | 0.98% | 0.98% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 63,576 | 3,201 | 0.05% | 0.05% | 250 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 63,387 | 3,191 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CreativeOne Wealth, LLC | History | No change | 63,295 | 3,186 | 0.07% | 0.07% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GatePass Capital, LLC | History | No change | 63,200 | 3,182 | 1.21% | 1.21% | 253 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ethos Financial Group, LLC | History | No change | 63,170 | 3,181 | 0.21% | 0.21% | 254 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 62,051 | 3,124 | 0.97% | 0.97% | 255 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 61,432 | 3,093 | 1.22% | 1.22% | 256 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OakTrust Wealth Advisors, LLC | History | No change | 61,269 | 3,084 | 2.66% | 2.66% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | No change | 60,924 | 3,067 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 60,116 | 3,026 | 0.18% | 0.18% | 259 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 60,000 | 3,021 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| KINTRA WEALTH, LLC | History | No change | 57,980 | 2,924 | 0.15% | 0.15% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Capital Management LLC | History | No change | 58,030 | 2,921 | 0.24% | 0.24% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 56,871 | 2,863 | 0.83% | 0.83% | 263 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Alpha Zero LLC | History | No change | 55,165 | 2,782 | 1.05% | 1.05% | 264 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 54,985 | 2,768 | 0.05% | 0.05% | 265 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 54,938 | 2,766 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 54,787 | 2,758 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 53,314 | 2,684 | 0.17% | 0.17% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smart Money Group LLC | History | No change | 52,340 | 2,635 | 0.68% | 0.68% | 269 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NorthRock Partners, LLC | History | No change | 52,172 | 2,626 | 0.04% | 0.04% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Advisors | History | No change | 51,359 | 2,585 | 0.13% | 0.13% | 271 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Compass Financial Services Inc | History | No change | 51,327 | 2,584 | 0.97% | 0.97% | 272 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Portland Financial Advisors Inc | History | No change | 50,966 | 2,566 | 4.68% | 4.68% | 273 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fermata Advisors, LLC | History | No change | 50,944 | 2,565 | 0.52% | 0.52% | 274 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sankala Group LLC | History | No change | 50,339 | 2,540 | 1.7% | 1.7% | 275 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 50,139 | 2,524 | 0.21% | 0.21% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 49,791 | 2,506 | 0.1% | 0.1% | 277 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SFMG, LLC | History | No change | 49,340 | 2,484 | 0.15% | 0.15% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nemes Rush Group LLC | History | No change | 49,304 | 2,482 | 0.2% | 0.2% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 49,194 | 2,476 | 0.15% | 0.15% | 280 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fortis Group Advisors, LLC | History | No change | 48,319 | 2,432 | 0.39% | 0.39% | 281 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 47,996 | 2,418 | 0.53% | 0.47% | 282 | +5,744 | 13.59% | Q3 2026 | Oct 08, 2026 |
| National Wealth Management Group, LLC | History | No change | 47,288 | 2,380 | 0.74% | 0.74% | 283 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 47,162 | 2,374 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sowell Financial Services LLC | History | No change | 46,693 | 2,351 | 0.08% | 0.08% | 285 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AE Wealth Management LLC | History | No change | 46,307 | 2,331 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aspetuck Financial Management LLC | History | No change | 45,255 | 2,278 | 1.34% | 1.34% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 44,972 | 2,264 | 1.72% | 1.72% | 288 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Impact Capital Partners LLC | History | No change | 43,906 | 2,210 | 0.6% | 0.6% | 289 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RFG Advisory, LLC | History | No change | 43,662 | 2,198 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 43,283 | 2,179 | 0.54% | 0.54% | 291 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 42,513 | 2,140 | 0.36% | 0.36% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GTS FINANCIAL, LLC | History | No change | 42,372 | 2,131 | 1.55% | 1.55% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westmount Partners, LLC | History | No change | 42,208 | 2,125 | 0.46% | 0.46% | 294 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 41,593 | 2,094 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 41,576 | 2,093 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 41,428 | 2,085 | 0.07% | 0.07% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 41,392 | 2,084 | 1.15% | 1.15% | 298 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 41,175 | 2,073 | 0.38% | 0.38% | 299 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WESCAP Management Group, Inc. | History | No change | 40,461 | 2,037 | 0.38% | 0.38% | 300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |