Fidelity Merrimack Street Trust - FBND
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 95,853,856 | 4,372,852 | 2.69% | 2.69% | 1 | +3,411,046 | 3.69% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 35,490,785 | 1,619,089 | 0.1% | 0.1% | 2 | +774,465 | 2.23% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 14,706,838 | 670,925 | 0.05% | 0.05% | 3 | +871,672 | 6.3% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 14,479,853 | 660,570 | 0.03% | 0.03% | 4 | +558,668 | 4.01% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 13,239,117 | 602,115 | 0.04% | 0.03% | 5 | +1,664,794 | 14.38% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 10,628,285 | 484,862 | 0.13% | 0.12% | 6 | +1,241,211 | 13.22% | Q1 2026 | May 06, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 10,210,549 | 465,805 | 4.06% | 3.91% | 7 | +1,560,151 | 18.04% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,831,096 | 357,254 | 0.11% | 0.09% | 8 | +1,649,202 | 26.68% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,472,266 | 340,884 | 0.09% | 0.08% | 9 | +1,686,456 | 29.15% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 6,801,133 | 310,267 | 0.33% | 0.3% | 10 | +930,834 | 15.86% | Q1 2026 | May 13, 2026 |
| COUNTRY TRUST BANK | History | Added to | 6,743,577 | 307,641 | 5.85% | 5.33% | 11 | +351,315 | 5.5% | Q1 2026 | Apr 10, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 6,501,284 | 296,588 | 7.81% | 5.99% | 12 | +1,609,056 | 32.89% | Q1 2026 | Apr 16, 2026 |
| UBS Group AG | History | Added to | 6,229,749 | 284,201 | 0.04% | 0.04% | 13 | +361,271 | 6.16% | Q1 2026 | May 05, 2026 |
| Modern Wealth Management, LLC | History | Added to | 5,015,653 | 228,763 | 3.92% | 3.05% | 14 | +1,388,283 | 38.27% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,885,442 | 222,873 | 0.31% | 0.3% | 15 | -10,176 | -0.21% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,607,046 | 210,215 | 0.31% | 0.33% | 16 | -283,820 | -5.8% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 4,344,115 | 198,178 | 1.98% | 1.97% | 17 | +182,512 | 4.39% | Q1 2026 | Apr 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,191,053 | 191,197 | 0.03% | 0.03% | 18 | +187,088 | 4.67% | Q1 2026 | May 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 3,998,696 | 184,099 | 8.92% | 8.74% | 19 | -36,705 | -0.91% | Q1 2026 | Apr 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 4,005,798 | 182,744 | 3.17% | 3.24% | 20 | +150,495 | 3.9% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,966,524 | 180,952 | 0.68% | 0.7% | 21 | +292,103 | 7.95% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Added to | 3,864,523 | 176,301 | 0.46% | 0.41% | 22 | +595,649 | 18.22% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Management, LLC | History | Added to | 3,499,700 | 159,656 | 9.31% | 9.06% | 23 | +83,294 | 2.44% | Q1 2026 | Apr 22, 2026 |
| Capital Analysts, LLC | History | Added to | 3,152,490 | 143,817 | 3.78% | 3.79% | 24 | +266,232 | 9.22% | Q1 2026 | May 14, 2026 |
| Blue Chip Partners, LLC | History | Added to | 2,979,026 | 135,903 | 9.78% | 9.59% | 25 | +106,593 | 3.71% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 2,950,270 | 134,592 | 0.26% | 0.26% | 26 | -246,571 | -7.71% | Q1 2026 | May 01, 2026 |
| TruWealth Advisors, LLC | History | Added to | 2,857,865 | 130,375 | 6.26% | 6.32% | 27 | +49,570 | 1.77% | Q1 2026 | Apr 09, 2026 |
| Retirement Planning Group, LLC | History | Added to | 2,843,873 | 129,737 | 4.02% | 3.77% | 28 | +353,665 | 14.2% | Q1 2026 | May 04, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 2,818,729 | 128,590 | 2.44% | 2.35% | 29 | +110,352 | 4.07% | Q1 2026 | May 01, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 2,671,846 | 121,889 | 2.22% | 2.74% | 30 | -7,509,343 | -73.76% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Reduced | 1,760,763 | 109,580 | 0.12% | 0.12% | 31 | -604,618 | -25.56% | Q1 2026 | May 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 2,269,756 | 103,546 | 5.97% | 5.5% | 32 | +129,541 | 6.05% | Q1 2026 | Apr 20, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 2,226,626 | 101,578 | 8.0% | 7.91% | 33 | +135,819 | 6.5% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,159,388 | 98,511 | 0.27% | 0.28% | 34 | -307,685 | -12.47% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,986,174 | 90,609 | 0.02% | 0.01% | 35 | +199,276 | 11.15% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,973,971 | 90,052 | 0.1% | 0.1% | 36 | +83,237 | 4.4% | Q1 2026 | May 05, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 1,919,010 | 87,886 | 8.4% | 7.7% | 37 | +178,021 | 10.23% | Q1 2026 | Apr 10, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 1,934,021 | 83,194 | 1.99% | 1.69% | 38 | +177,017 | 10.07% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,736,248 | 79,208 | 0.2% | 0.2% | 39 | +104,822 | 6.43% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,715,275 | 78,140 | 0.11% | 0.05% | 40 | +783,685 | 84.12% | Q1 2026 | May 15, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 1,606,810 | 73,302 | 18.56% | — | 41 | +1,606,810 | New | Q1 2026 | May 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 1,523,999 | 69,524 | 1.35% | 1.36% | 42 | +19,740 | 1.31% | Q1 2026 | Apr 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,510,419 | 68,905 | 0.32% | 0.31% | 43 | +70,345 | 4.88% | Q1 2026 | Apr 24, 2026 |
| Falcon Wealth Planning | History | Added to | 1,505,536 | 68,682 | 4.68% | 5.25% | 44 | +150,902 | 11.14% | Q1 2026 | Apr 20, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 1,459,194 | 66,569 | 0.85% | 0.65% | 45 | +333,490 | 29.63% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | Added to | 1,358,029 | 61,953 | 1.48% | 1.47% | 46 | +122,002 | 9.87% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 1,323,905 | 60,396 | 0.66% | 0.17% | 47 | +994,949 | 302.46% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | Added to | 1,311,022 | 59,808 | 0.24% | 0.22% | 48 | +120,652 | 10.14% | Q1 2026 | May 14, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 1,296,014 | 59,103 | 3.08% | 2.87% | 49 | +99,972 | 8.36% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 1,274,360 | 57,919 | 0.65% | 0.34% | 50 | +692,833 | 119.14% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 1,263,916 | 57,659 | 1.06% | 1.21% | 51 | -135,998 | -9.71% | Q1 2026 | Apr 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,254,511 | 57,230 | 0.45% | 0.4% | 52 | +37,887 | 3.11% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,240,877 | 56,608 | 0.45% | 0.61% | 53 | +116,755 | 10.39% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 1,223,952 | 55,836 | 0.91% | 0.9% | 54 | +218,020 | 21.67% | Q1 2026 | May 18, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 1,180,978 | 53,876 | 5.59% | 3.65% | 55 | +425,002 | 56.22% | Q1 2026 | Apr 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 1,164,361 | 53,118 | 4.21% | 4.22% | 56 | +199,845 | 20.72% | Q1 2026 | Apr 16, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 1,146,791 | 52,316 | 9.64% | 10.34% | 57 | +36,355 | 3.27% | Q1 2026 | Apr 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,128,005 | 51,459 | 0.28% | 0.27% | 58 | +151,460 | 15.51% | Q1 2026 | May 15, 2026 |
| Harbor Group, Inc. | History | Added to | 1,091,929 | 49,813 | 7.19% | 7.11% | 59 | +60,625 | 5.88% | Q1 2026 | Apr 10, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 1,068,057 | 48,724 | 6.45% | 6.3% | 60 | +50,721 | 4.99% | Q1 2026 | Apr 21, 2026 |
| Navalign, LLC | History | Added to | 1,030,049 | 46,990 | 11.85% | 11.19% | 61 | +39,507 | 3.99% | Q1 2026 | Apr 29, 2026 |
| Drake & Associates, LLC | History | Added to | 1,020,406 | 46,550 | 8.87% | 8.42% | 62 | +101,836 | 11.09% | Q1 2026 | May 13, 2026 |
| OLIO Financial Planning | History | Added to | 1,018,206 | 46,450 | 12.87% | 12.6% | 63 | +42,465 | 4.35% | Q1 2026 | Apr 14, 2026 |
| Crane Advisory, LLC | History | Added to | 1,010,771 | 46,374 | 6.94% | 7.04% | 64 | +1,242 | 0.12% | Q1 2026 | Apr 20, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 968,669 | 44,190 | 1.39% | 1.38% | 65 | +36,604 | 3.93% | Q1 2026 | Apr 08, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | History | Added to | 905,462 | 41,312 | 24.4% | 29.27% | 66 | +8,868 | 0.99% | Q1 2026 | Apr 21, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 902,747 | 41,183 | 0.64% | 0.7% | 67 | +26,898 | 3.07% | Q1 2026 | May 04, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 898,544 | 41,128 | 3.33% | 3.14% | 68 | +15,924 | 1.8% | Q1 2026 | Apr 15, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 895,365 | 40,846 | 7.81% | 7.33% | 69 | +56,989 | 6.8% | Q1 2026 | Apr 09, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Added to | 871,474 | 39,756 | 7.42% | 7.38% | 70 | +15,617 | 1.82% | Q1 2026 | May 05, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 870,659 | 39,719 | 9.4% | 7.81% | 71 | +103,185 | 13.44% | Q1 2026 | Apr 30, 2026 |
| Syntegra Private Wealth Group, LLC | History | New | 844,698 | 38,535 | 3.66% | — | 72 | +844,698 | New | Q1 2026 | Apr 27, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 843,285 | 38,470 | 5.19% | 4.96% | 73 | +46,976 | 5.9% | Q1 2026 | Apr 08, 2026 |
| Brookstone Capital Management | History | Added to | 836,222 | 38,148 | 0.44% | 0.42% | 74 | +29,514 | 3.66% | Q1 2026 | Apr 16, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 835,374 | 38,109 | 2.27% | 0.01% | 75 | +830,845 | 18345.0% | Q1 2026 | May 13, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 830,657 | 37,894 | 14.1% | 13.22% | 76 | +14,929 | 1.83% | Q1 2026 | May 14, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 819,204 | 37,372 | 3.11% | 2.85% | 77 | +40,540 | 5.21% | Q1 2026 | May 05, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 804,597 | 36,705 | 1.38% | 1.33% | 78 | -70,994 | -8.11% | Q1 2026 | Apr 21, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 794,794 | 36,258 | 7.67% | 7.5% | 79 | +32,406 | 4.25% | Q1 2026 | May 12, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 794,361 | 36,238 | 3.45% | 3.33% | 80 | +35,975 | 4.74% | Q1 2026 | Apr 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 788,878 | 35,988 | 0.0% | — | 81 | +788,878 | New | Q1 2026 | May 12, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 787,482 | 35,948 | 2.69% | 1.62% | 82 | +208,517 | 36.02% | Q1 2026 | May 20, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 784,486 | 35,788 | 4.63% | 4.42% | 83 | +66,233 | 9.22% | Q1 2026 | Apr 20, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 782,368 | 35,691 | 1.38% | 1.33% | 84 | +10,925 | 1.42% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 776,297 | 35,414 | 0.02% | 0.03% | 85 | -80,162 | -9.36% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 778,778 | 35,379 | 0.02% | 0.01% | 86 | +282,627 | 56.96% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Added to | 767,829 | 35,028 | 2.58% | 2.53% | 87 | +34,625 | 4.72% | Q1 2026 | Apr 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 759,690 | 34,976 | 0.62% | 0.62% | 88 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 766,202 | 34,954 | 7.22% | 7.73% | 89 | -16,582 | -2.12% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 763,988 | 34,852 | 0.54% | 0.41% | 90 | +322,342 | 72.99% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 758,834 | 34,617 | 1.11% | 1.0% | 91 | +106,166 | 16.27% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | Added to | 749,629 | 34,198 | 0.97% | 0.97% | 92 | +13,927 | 1.89% | Q1 2026 | May 12, 2026 |
| ABLE Financial Group, LLC | History | Added to | 747,549 | 34,103 | 6.67% | 6.34% | 93 | +69,911 | 10.32% | Q1 2026 | Apr 20, 2026 |
| Baird Financial Group, Inc. | History | Added to | 741,167 | 33,812 | 0.05% | 0.05% | 94 | +9,160 | 1.25% | Q1 2026 | May 14, 2026 |
| WBH ADVISORY INC | History | Added to | 733,804 | 33,468 | 2.51% | 2.43% | 95 | +21,407 | 3.0% | Q1 2026 | Apr 27, 2026 |
| Gotham Asset Management, LLC | History | Added to | 713,817 | 32,564 | 0.1% | 0.09% | 96 | +203,331 | 39.83% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 692,789 | 31,598 | 0.3% | 0.34% | 97 | +5,394 | 0.78% | Q1 2026 | Apr 07, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 687,028 | 31,342 | 4.96% | 5.98% | 98 | -71,423 | -9.42% | Q1 2026 | Apr 09, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 677,767 | 30,919 | 1.85% | 1.8% | 99 | +33,895 | 5.26% | Q1 2026 | May 13, 2026 |
| Leelyn Smith, LLC | History | Added to | 674,311 | 30,762 | 4.31% | 4.18% | 100 | +46,840 | 7.46% | Q1 2026 | Apr 27, 2026 |
| Souders Financial Advisors | History | Added to | 671,714 | 30,643 | 3.5% | 3.45% | 101 | +17,732 | 2.71% | Q1 2026 | May 04, 2026 |
| NICOLET BANKSHARES INC | History | New | 666,621 | 30,404 | 1.12% | — | 102 | +666,621 | New | Q1 2026 | May 14, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Added to | 662,891 | 30,241 | 10.53% | 10.65% | 103 | +5,787 | 0.88% | Q1 2026 | Apr 28, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 652,885 | 29,784 | 5.34% | 5.73% | 104 | -148,191 | -18.5% | Q1 2026 | Apr 22, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 650,837 | 29,691 | 9.96% | 10.99% | 105 | -29,343 | -4.31% | Q1 2026 | May 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 644,365 | 29,557 | 1.67% | 1.58% | 106 | +60,511 | 10.36% | Q1 2026 | Apr 17, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 645,311 | 29,439 | 1.55% | 1.37% | 107 | +94,400 | 17.14% | Q1 2026 | Apr 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 634,972 | 28,967 | 3.75% | 3.76% | 108 | +45,860 | 7.78% | Q1 2026 | Apr 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 634,179 | 28,931 | 0.01% | 0.01% | 109 | -4,911 | -0.77% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 630,342 | 28,756 | 0.28% | 0.23% | 110 | +129,678 | 25.9% | Q1 2026 | May 08, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 625,513 | 28,535 | 7.72% | 8.51% | 111 | +53,398 | 9.33% | Q1 2026 | Apr 17, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 621,357 | 28,501 | 4.77% | 4.67% | 112 | +62,117 | 11.11% | Q1 2026 | May 08, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 620,232 | 28,315 | 3.75% | 3.48% | 113 | +54,953 | 9.72% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 617,014 | 28,148 | 0.21% | 0.22% | 114 | +25,505 | 4.31% | Q1 2026 | May 15, 2026 |
| Presidio Capital Management, LLC | History | Added to | 616,475 | 28,123 | 8.17% | 8.17% | 115 | +26,107 | 4.42% | Q1 2026 | Apr 08, 2026 |
| Presper Financial Architects, LLC | History | Added to | 614,977 | 28,055 | 16.67% | 15.06% | 116 | +36,580 | 6.32% | Q1 2026 | Apr 29, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 604,293 | 27,567 | 6.93% | 5.35% | 117 | +155,570 | 34.67% | Q1 2026 | Apr 09, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 591,999 | 27,308 | 1.84% | 1.84% | 118 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 588,317 | 26,839 | 1.67% | 1.55% | 119 | +67,193 | 12.89% | Q1 2026 | Apr 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 581,770 | 26,540 | 0.33% | 0.35% | 120 | -30,922 | -5.05% | Q1 2026 | Apr 20, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 580,292 | 26,472 | 5.49% | 5.28% | 121 | +61,233 | 11.8% | Q1 2026 | May 14, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 579,529 | 26,438 | 14.37% | 14.28% | 122 | +14,403 | 2.55% | Q1 2026 | Apr 10, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 575,558 | 26,256 | 7.67% | 6.79% | 123 | +71,051 | 14.08% | Q1 2026 | May 07, 2026 |
| DeDora Capital, Inc. | History | Reduced | 571,151 | 26,055 | 6.39% | 6.33% | 124 | -9,729 | -1.67% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 565,202 | 25,784 | 0.03% | 0.03% | 125 | +10,519 | 1.9% | Q1 2026 | May 13, 2026 |
| Envision Financial Planning, LLC | History | Added to | 560,272 | 25,559 | 9.25% | 8.67% | 126 | +62,385 | 12.53% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 547,955 | 24,997 | 0.85% | 0.79% | 127 | +32,679 | 6.34% | Q1 2026 | Apr 22, 2026 |
| Andrews Advisory Associates, LLC | History | Added to | 542,518 | 24,749 | 13.03% | 12.62% | 128 | +26,977 | 5.23% | Q1 2026 | May 14, 2026 |
| Targeted Financial Services LLC | History | Added to | 533,468 | 24,336 | 19.96% | 19.34% | 129 | +45,782 | 9.39% | Q1 2026 | Apr 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 529,510 | 24,156 | 1.15% | 0.92% | 130 | +92,219 | 21.09% | Q1 2026 | May 18, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 523,025 | 24,080 | 1.8% | 1.8% | 131 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 522,603 | 23,841 | 5.07% | 4.79% | 132 | +38,218 | 7.89% | Q1 2026 | May 04, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 521,481 | 23,789 | 0.43% | 0.4% | 133 | +32,457 | 6.64% | Q1 2026 | Apr 10, 2026 |
| Certified Advisory Corp | History | Added to | 507,657 | 23,159 | 2.08% | 1.93% | 134 | +47,252 | 10.26% | Q1 2026 | Apr 17, 2026 |
| Catawba River Capital | History | Added to | 503,022 | 22,942 | 11.03% | 4.95% | 135 | +261,516 | 108.29% | Q1 2026 | May 11, 2026 |
| EnRich Financial Partners LLC | History | Added to | 501,558 | 22,881 | 6.07% | 6.23% | 136 | +5,248 | 1.06% | Q1 2026 | May 05, 2026 |
| Juno Financial Group LLC | History | Added to | 496,414 | 22,646 | 8.88% | 7.47% | 137 | +90,966 | 22.44% | Q1 2026 | May 06, 2026 |
| Summit Financial, LLC | History | Added to | 490,694 | 22,473 | 0.29% | 0.29% | 138 | +62,127 | 14.5% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 491,557 | 22,424 | 0.25% | 0.3% | 139 | +5,244 | 1.08% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 478,045 | 21,808 | 1.33% | 1.39% | 140 | -204 | -0.04% | Q1 2026 | Apr 13, 2026 |
| BG Investment Services, LLC | History | Added to | 468,984 | 21,395 | 17.76% | 16.86% | 141 | +58,073 | 14.13% | Q1 2026 | May 08, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 445,748 | 20,335 | 4.88% | 4.62% | 142 | +32,922 | 7.97% | Q1 2026 | Apr 20, 2026 |
| Investment Advisory Services Group LLC | History | Added to | 445,066 | 20,303 | 17.66% | 17.29% | 143 | +22,048 | 5.21% | Q1 2026 | Apr 28, 2026 |
| Watchman Group, Inc. | History | Added to | 442,443 | 20,184 | 4.88% | 4.52% | 144 | +30,902 | 7.51% | Q1 2026 | Apr 20, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 436,100 | 20,078 | 12.32% | 12.32% | 145 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 425,942 | 19,431 | 0.77% | 0.24% | 146 | +291,239 | 216.21% | Q1 2026 | May 01, 2026 |
| Tidemark, LLC | History | Added to | 421,144 | 19,212 | 4.88% | 4.96% | 148 | +42,066 | 11.1% | Q1 2026 | May 07, 2026 |
| Occidental Asset Management, LLC | History | Added to | 421,133 | 19,212 | 2.28% | 2.19% | 147 | +26,099 | 6.61% | Q1 2026 | Apr 15, 2026 |
| BAKER BOYER NATIONAL BANK | History | Added to | 410,175 | 18,712 | 5.62% | 5.48% | 149 | +16,237 | 4.12% | Q1 2026 | Apr 27, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 408,309 | 18,627 | 8.09% | 7.66% | 150 | +32,640 | 8.69% | Q1 2026 | May 12, 2026 |
| Buttonwood Financial Advisors Inc. | History | Added to | 407,127 | 18,573 | 6.22% | 5.88% | 151 | +24,162 | 6.31% | Q1 2026 | Apr 21, 2026 |
| Valmark Advisers, Inc. | History | Added to | 405,292 | 18,489 | 0.22% | 0.21% | 152 | +29,148 | 7.75% | Q1 2026 | May 01, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 404,100 | 18,435 | 1.35% | 1.18% | 153 | +26,046 | 6.89% | Q1 2026 | Apr 20, 2026 |
| World Investment Advisors | History | Added to | 397,036 | 18,112 | 0.29% | 0.26% | 154 | +48,640 | 13.96% | Q1 2026 | Apr 27, 2026 |
| New Insight Wealth Advisors | History | Added to | 395,785 | 18,055 | 6.47% | 6.36% | 155 | +9,008 | 2.33% | Q1 2026 | May 07, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 395,588 | 18,046 | 9.89% | 9.41% | 156 | +33,171 | 9.15% | Q1 2026 | Apr 09, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 393,205 | 18,004 | 3.65% | 3.48% | 157 | +51,788 | 15.17% | Q1 2026 | Apr 15, 2026 |
| tru Independence LLC | History | Added to | 394,207 | 17,983 | 8.89% | 4.36% | 158 | +18,466 | 4.91% | Q1 2026 | Apr 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 392,277 | 17,895 | 0.21% | 0.12% | 159 | +176,600 | 81.88% | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 387,094 | 17,659 | 0.42% | 0.38% | 160 | +53,134 | 15.91% | Q1 2026 | May 11, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 386,458 | 17,653 | 5.89% | 5.73% | 161 | +31,134 | 8.76% | Q1 2026 | May 11, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 385,241 | 17,574 | 0.78% | 0.65% | 162 | +48,714 | 14.48% | Q1 2026 | May 11, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 379,651 | 17,319 | 6.82% | 7.08% | 163 | -1,997 | -0.52% | Q1 2026 | Apr 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 921,641 | 17,207 | 0.8% | 0.2% | 164 | -302,758 | -24.73% | Q1 2026 | May 15, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 375,793 | 17,143 | 3.61% | 3.55% | 165 | +9,766 | 2.67% | Q1 2026 | May 05, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 374,192 | 17,070 | 2.09% | 0.1% | 166 | +356,078 | 1965.76% | Q1 2026 | May 05, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 373,551 | 17,041 | 2.02% | 2.09% | 167 | -3,606 | -0.96% | Q1 2026 | Apr 17, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 373,042 | 17,018 | 4.69% | 4.96% | 168 | +3,326 | 0.9% | Q1 2026 | Apr 23, 2026 |
| Destiny Wealth Partners, LLC | History | New | 372,364 | 16,987 | 1.86% | — | 169 | +372,364 | New | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 369,509 | 16,964 | 1.09% | 1.04% | 170 | +39,275 | 11.89% | Q1 2026 | Apr 22, 2026 |
| RCS Financial Planning, LLC | History | Added to | 368,095 | 16,857 | 8.74% | 7.06% | 171 | +14,331 | 4.05% | Q1 2026 | Apr 21, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 366,385 | 16,714 | 4.39% | 4.25% | 172 | +8,463 | 2.36% | Q1 2026 | May 13, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 365,535 | 16,675 | 9.63% | 9.74% | 173 | +3,796 | 1.05% | Q1 2026 | Apr 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 365,111 | 16,656 | 0.1% | 0.1% | 174 | +26,004 | 7.67% | Q1 2026 | May 05, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 360,474 | 16,444 | 1.22% | 1.12% | 175 | +19,069 | 5.59% | Q1 2026 | Apr 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 356,723 | 16,305 | 0.03% | 0.01% | 176 | +154,249 | 76.18% | Q1 2026 | Apr 08, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 356,925 | 16,282 | 1.8% | 1.69% | 177 | +30,747 | 9.43% | Q1 2026 | May 14, 2026 |
| CMG Global Holdings, LLC | History | Reduced | 356,532 | 16,265 | 7.75% | 7.65% | 178 | -18,512 | -4.94% | Q1 2026 | May 01, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 355,628 | 16,223 | 0.6% | 0.34% | 179 | +157,893 | 79.85% | Q1 2026 | May 14, 2026 |
| EdgeRock Capital LLC | History | Reduced | 354,096 | 16,146 | 4.37% | 4.88% | 180 | -43,860 | -11.02% | Q1 2026 | Apr 16, 2026 |
| Pearl Planning LLC | History | New | 351,175 | 16,020 | 8.56% | — | 181 | +351,175 | New | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | Added to | 350,905 | 16,008 | 0.09% | 0.09% | 182 | +29,533 | 9.19% | Q1 2026 | May 15, 2026 |
| Rise Advisors, LLC | History | Added to | 330,148 | 15,058 | 5.31% | 5.25% | 183 | +10,656 | 3.34% | Q1 2026 | Apr 03, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 329,316 | 15,023 | 2.22% | 2.25% | 184 | +11,478 | 3.61% | Q1 2026 | Apr 16, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 327,345 | 14,933 | 1.62% | 1.42% | 185 | +50,642 | 18.3% | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 326,915 | 14,913 | 0.17% | 0.04% | 186 | +243,090 | 290.0% | Q1 2026 | Apr 28, 2026 |
| COURIER CAPITAL LLC | History | Added to | 321,732 | 14,677 | 0.82% | 0.76% | 187 | +27,874 | 9.49% | Q1 2026 | Apr 23, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 316,985 | 14,460 | 2.01% | 1.82% | 188 | +32,322 | 11.35% | Q1 2026 | Apr 24, 2026 |
| Graney & King, LLC | History | Added to | 315,006 | 14,370 | 7.75% | 8.11% | 189 | +13,601 | 4.51% | Q1 2026 | May 18, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 313,851 | 14,317 | 8.35% | 8.22% | 190 | +15,910 | 5.34% | Q1 2026 | Apr 23, 2026 |
| S Harris Financial Group, LLC | History | Added to | 313,496 | 14,301 | 13.04% | 12.51% | 191 | +29,675 | 10.46% | Q1 2026 | Apr 21, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 313,395 | 14,297 | 4.5% | 4.51% | 192 | -2,057 | -0.65% | Q1 2026 | Apr 16, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 310,291 | 14,155 | 0.87% | 0.61% | 193 | +34,904 | 12.67% | Q1 2026 | Apr 28, 2026 |
| Mountain Hill Investment Partners Corp. | History | Reduced | 307,549 | 14,030 | 8.3% | 10.35% | 194 | -6,291 | -2.0% | Q1 2026 | May 01, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 305,333 | 13,929 | 2.22% | 2.1% | 195 | +29,336 | 10.63% | Q1 2026 | May 14, 2026 |
| LongView Wealth Management | History | Added to | 299,574 | 13,786 | 3.46% | 2.8% | 196 | +48,640 | 19.38% | Q1 2026 | Apr 15, 2026 |
| OneAscent Financial Services LLC | History | New | 297,832 | 13,587 | 0.74% | — | 197 | +297,832 | New | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 295,847 | 13,496 | 0.16% | 0.17% | 198 | +40,142 | 15.7% | Q1 2026 | Apr 23, 2026 |
| FWG Holdings, LLC | History | Added to | 295,364 | 13,483 | 5.1% | 4.63% | 199 | +64,905 | 28.16% | Q1 2026 | Apr 13, 2026 |
| Destiny Capital Corp/CO | History | Added to | 285,578 | 13,028 | 6.94% | 6.56% | 200 | +8,670 | 3.13% | Q1 2026 | May 11, 2026 |
| Cyr Financial Inc. | History | Added to | 285,529 | 13,025 | 7.67% | 7.55% | 201 | +22,699 | 8.64% | Q1 2026 | Apr 24, 2026 |
| Goodwin Investment Advisory | History | Added to | 284,777 | 12,991 | 15.47% | 14.24% | 202 | +3,010 | 1.07% | Q1 2026 | May 12, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 278,209 | 12,691 | 11.94% | 11.26% | 203 | +25,292 | 10.0% | Q1 2026 | May 07, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 274,247 | 12,511 | 3.02% | 3.08% | 204 | -1,669 | -0.6% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 272,762 | 12,443 | 0.0% | — | 205 | +272,762 | New | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 270,239 | 12,328 | 0.07% | 0.04% | 206 | +19,758 | 7.89% | Q1 2026 | Apr 29, 2026 |
| Argo Wealth Advisory, LLC | History | Added to | 269,819 | 12,309 | 7.22% | 7.19% | 207 | +8,924 | 3.42% | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 267,719 | 12,213 | 0.02% | 0.01% | 208 | +32,893 | 14.01% | Q1 2026 | Apr 27, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 264,915 | 12,172 | 7.27% | 7.91% | 209 | -8,415 | -3.08% | Q1 2026 | Apr 23, 2026 |
| PFG Advisors | History | Reduced | 266,122 | 12,140 | 0.59% | 0.99% | 210 | -177,242 | -39.98% | Q1 2026 | May 05, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Added to | 262,336 | 12,054 | 8.42% | 7.12% | 211 | +62,579 | 31.33% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 263,290 | 12,011 | 0.6% | 0.62% | 212 | +6,350 | 2.47% | Q1 2026 | Apr 23, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 262,439 | 11,972 | 0.01% | 0.01% | 213 | -25,391 | -8.82% | Q1 2026 | May 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 261,847 | 11,945 | 0.14% | 0.07% | 214 | +125,646 | 92.25% | Q1 2026 | May 13, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 254,617 | 11,722 | 3.09% | 3.3% | 215 | -536 | -0.21% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 253,718 | 11,574 | 0.12% | 0.13% | 216 | +17,779 | 7.54% | Q1 2026 | May 13, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 252,939 | 11,539 | 1.62% | 1.5% | 217 | +15,130 | 6.36% | Q1 2026 | May 13, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Added to | 251,985 | 11,495 | 11.5% | 11.68% | 218 | +47 | 0.02% | Q1 2026 | Apr 16, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 251,544 | 11,475 | 4.95% | 5.04% | 219 | +1,648 | 0.66% | Q1 2026 | May 07, 2026 |
| SPWM Advisors LLC | History | Added to | 251,084 | 11,426 | 9.92% | 8.77% | 220 | +50,431 | 25.13% | Q1 2026 | May 14, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 251,179 | 11,423 | 3.79% | 3.69% | 221 | +8,004 | 3.29% | Q1 2026 | Apr 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 249,946 | 11,402 | 0.24% | 0.16% | 222 | +90,874 | 57.13% | Q1 2026 | May 01, 2026 |
| Apella Capital, LLC | History | Added to | 246,253 | 11,339 | 0.17% | 0.2% | 223 | +30,217 | 13.99% | Q1 2026 | Apr 20, 2026 |
| Atria Investments, Inc | History | Added to | 247,428 | 11,287 | 0.13% | 0.12% | 224 | +17,379 | 7.55% | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 247,046 | 11,240 | 0.2% | 0.39% | 225 | +64,734 | 35.51% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Added to | 244,874 | 11,171 | 0.15% | 0.15% | 226 | +15,872 | 6.93% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 242,388 | 11,159 | 0.07% | 0.07% | 227 | +14,721 | 6.47% | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 242,177 | 11,048 | 1.36% | 1.59% | 228 | -33,291 | -12.09% | Q1 2026 | Apr 27, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 241,396 | 11,012 | 6.48% | — | 229 | +241,396 | New | Q1 2026 | May 13, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 236,784 | 10,802 | 0.97% | 0.03% | 230 | +231,857 | 4705.85% | Q1 2026 | May 12, 2026 |
| Williams & Novak, LLC | History | Reduced | 235,927 | 10,760 | 8.05% | 10.41% | 231 | -64,324 | -21.42% | Q1 2026 | Apr 20, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 235,822 | 10,758 | 2.21% | 2.01% | 232 | +21,963 | 10.27% | Q1 2026 | Apr 24, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 235,446 | 10,741 | 3.86% | 4.64% | 233 | -42,845 | -15.4% | Q1 2026 | Apr 14, 2026 |
| STEPH & CO | History | Reduced | 235,154 | 10,727 | 3.06% | 3.59% | 234 | -35,227 | -13.03% | Q1 2026 | Apr 17, 2026 |
| Storen Legacy Partners, LLC | History | New | 233,288 | 10,642 | 3.34% | — | 235 | +233,288 | New | Q1 2026 | Apr 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 229,100 | 10,451 | 0.02% | 0.01% | 236 | +118,800 | 107.71% | Q1 2026 | May 14, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 223,497 | 10,218 | 5.17% | 5.35% | 237 | +15,260 | 7.33% | Q1 2026 | Apr 08, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 218,101 | 9,942 | 0.03% | 0.05% | 238 | +35,437 | 19.4% | Q1 2026 | May 12, 2026 |
| Provident Living Financial Services, Inc. | History | Reduced | 216,372 | 9,870 | 10.89% | 9.83% | 239 | -1,072 | -0.49% | Q1 2026 | May 13, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 214,883 | 9,802 | 2.13% | 13.89% | 240 | -1,099,505 | -83.65% | Q1 2026 | May 11, 2026 |
| Dakota Wealth Management | History | Added to | 212,021 | 9,672 | 0.21% | 0.17% | 241 | +5,199 | 2.51% | Q1 2026 | May 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 210,199 | 9,589 | 0.31% | 0.17% | 242 | +234 | 0.11% | Q1 2026 | Apr 29, 2026 |
| Opes Wealth Management LLC | History | Added to | 205,478 | 9,373 | 1.54% | 1.51% | 243 | +3,825 | 1.9% | Q1 2026 | Apr 28, 2026 |
| OmniStar Financial Group, Inc. | History | Added to | 196,887 | 8,981 | 4.66% | 4.42% | 244 | +33,130 | 20.23% | Q1 2026 | May 15, 2026 |
| Sachetta, LLC | History | Added to | 195,750 | 8,931 | 4.84% | 4.75% | 245 | +7,225 | 3.83% | Q1 2026 | May 01, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 194,437 | 8,870 | 1.49% | 1.36% | 246 | +12,554 | 6.9% | Q1 2026 | Apr 29, 2026 |
| Sonoma Allocations LLC | History | Reduced | 193,762 | 8,857 | 3.06% | 3.05% | 247 | -5,950 | -2.98% | Q1 2026 | May 19, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | Reduced | 194,130 | 8,856 | 7.41% | 7.53% | 248 | -490 | -0.25% | Q1 2026 | May 08, 2026 |
| TSFG, LLC | History | Added to | 193,718 | 8,837 | 1.34% | 1.26% | 249 | +10,211 | 5.56% | Q1 2026 | Apr 27, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 190,368 | 8,684 | 3.03% | 3.37% | 250 | +1,934 | 1.03% | Q1 2026 | Apr 21, 2026 |
| HighPoint Advisor Group LLC | History | New | 189,838 | 8,660 | 0.36% | — | 251 | +189,838 | New | Q1 2026 | May 14, 2026 |
| Clarity Retirement & Wealth, LLC | History | Reduced | 188,592 | 8,603 | 6.94% | 9.0% | 252 | -33,583 | -15.12% | Q1 2026 | Apr 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 187,357 | 8,547 | 0.44% | 0.33% | 253 | +50,885 | 37.29% | Q1 2026 | Apr 15, 2026 |
| Cooper Financial Group | History | Reduced | 186,094 | 8,489 | 0.86% | 0.94% | 254 | -4,910 | -2.57% | Q1 2026 | Apr 07, 2026 |
| Waterway Wealth Management, LLC | History | Added to | 184,513 | 8,417 | 1.86% | 0.08% | 255 | +176,937 | 2335.49% | Q1 2026 | Apr 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 184,485 | 8,416 | 0.02% | 0.01% | 256 | +56,618 | 44.28% | Q1 2026 | Apr 22, 2026 |
| CRA Financial Services, LLC | History | Added to | 182,207 | 8,312 | 1.08% | 0.83% | 257 | +44,918 | 32.72% | Q1 2026 | Apr 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 181,298 | 8,270 | 0.39% | 0.29% | 258 | +52,299 | 40.54% | Q1 2026 | Apr 28, 2026 |
| TD Capital Management LLC | History | Added to | 180,278 | 8,224 | 0.74% | 0.72% | 259 | +4,512 | 2.57% | Q1 2026 | May 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 179,866 | 8,205 | 0.12% | 0.11% | 260 | +29,712 | 19.79% | Q1 2026 | May 11, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 177,897 | 8,115 | 1.74% | 1.74% | 261 | -1,931 | -1.07% | Q1 2026 | May 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 177,699 | 8,106 | 3.27% | 3.18% | 262 | +2,884 | 1.65% | Q1 2026 | May 07, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 173,139 | 7,898 | 2.11% | 2.34% | 263 | +40,057 | 30.1% | Q1 2026 | Apr 29, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 171,163 | 7,808 | 1.23% | 1.13% | 264 | +14,983 | 9.59% | Q1 2026 | Apr 29, 2026 |
| Sigma Planning Corp | History | Added to | 170,652 | 7,785 | 0.22% | 0.21% | 265 | +4,395 | 2.64% | Q1 2026 | May 04, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 169,808 | 7,746 | 5.13% | 5.44% | 266 | -3,696 | -2.13% | Q1 2026 | Apr 21, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Reduced | 168,129 | 7,670 | 5.94% | 11.26% | 267 | -136,969 | -44.89% | Q1 2026 | Apr 28, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 165,990 | 7,594 | 2.11% | 2.21% | 268 | +1,213 | 0.74% | Q1 2026 | Apr 08, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 165,493 | 7,549 | 5.08% | 5.15% | 269 | +2,303 | 1.41% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Added to | 163,538 | 7,518 | 0.04% | 0.03% | 270 | +51,937 | 46.54% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 164,356 | 7,497 | 0.01% | 0.0% | 271 | +162,657 | 9573.69% | Q1 2026 | May 01, 2026 |
| Parcion Private Wealth LLC | History | Added to | 163,828 | 7,473 | 0.46% | 0.45% | 272 | +3,433 | 2.14% | Q1 2026 | Apr 22, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 162,999 | 7,436 | 0.71% | 0.66% | 273 | +15,078 | 10.19% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 161,021 | 7,323 | 0.46% | 0.28% | 274 | +30,671 | 23.53% | Q1 2026 | Apr 24, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 159,191 | 7,262 | 0.24% | 0.23% | 275 | +5,818 | 3.79% | Q1 2026 | May 14, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 158,120 | 7,252 | 1.11% | 0.9% | 276 | +34,903 | 28.33% | Q1 2026 | Apr 16, 2026 |
| BOS Asset Management, LLC | History | Added to | 158,886 | 7,248 | 1.85% | 1.78% | 277 | +14,124 | 9.76% | Q1 2026 | Apr 08, 2026 |
| CMH Wealth Management LLC | History | Added to | 155,426 | 7,117 | 1.22% | 1.52% | 278 | +2,087 | 1.36% | Q1 2026 | Apr 13, 2026 |
| Dentgroup LLC | History | No change | 152,758 | 7,032 | 4.83% | 4.83% | 279 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 152,587 | 6,961 | 2.45% | 2.45% | 280 | +5,925 | 4.04% | Q1 2026 | Apr 08, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 150,077 | 6,846 | 0.52% | 0.53% | 281 | +7,443 | 5.22% | Q1 2026 | Apr 30, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 147,075 | 6,709 | 3.57% | 3.52% | 282 | +8,815 | 6.38% | Q1 2026 | Apr 24, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 146,874 | 6,700 | 2.19% | 1.75% | 283 | +5,755 | 4.08% | Q1 2026 | Apr 15, 2026 |
| Sentinel Advisory Group, LLC | History | New | 146,305 | 6,674 | 3.25% | — | 284 | +146,305 | New | Q1 2026 | May 14, 2026 |
| TFB Advisors LLC | History | Reduced | 140,256 | 6,398 | 3.35% | 1.86% | 285 | -4,510 | -3.12% | Q1 2026 | Apr 20, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 139,968 | 6,385 | 4.27% | 4.54% | 286 | -6,330 | -4.33% | Q1 2026 | Apr 13, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 139,456 | 6,361 | 0.88% | 0.88% | 287 | +2,064 | 1.5% | Q1 2026 | Apr 21, 2026 |
| Jeter Robert S II | History | New | 138,248 | 6,324 | 6.3% | — | 288 | +138,248 | New | Q1 2026 | May 11, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 138,254 | 6,307 | 0.14% | 0.16% | 289 | -8,702 | -5.92% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 137,807 | 6,286 | 0.11% | 0.12% | 290 | -6,977 | -4.82% | Q1 2026 | May 07, 2026 |
| MCF Advisors LLC | History | Reduced | 135,108 | 6,187 | 0.27% | 0.37% | 291 | -8,799 | -6.11% | Q1 2026 | May 11, 2026 |
| Keenan, LLC | History | Added to | 133,605 | 6,101 | 5.15% | 4.12% | 292 | +31,746 | 31.17% | Q1 2026 | Apr 22, 2026 |
| Visionary Wealth Advisors | History | Added to | 133,122 | 6,073 | 0.27% | 0.27% | 293 | +4,490 | 3.49% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 130,515 | 5,954 | 0.14% | 0.19% | 294 | -41,203 | -23.99% | Q1 2026 | May 15, 2026 |
| Strata Wealth Advisors, LLC | History | Added to | 129,850 | 5,923 | 1.62% | 1.3% | 295 | +27,974 | 27.46% | Q1 2026 | Apr 28, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 129,763 | 5,919 | 5.39% | 5.2% | 296 | +7,468 | 6.11% | Q1 2026 | Apr 23, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 128,125 | 5,867 | 1.29% | 1.08% | 297 | +23,595 | 22.57% | Q1 2026 | Apr 23, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 128,550 | 5,864 | 0.26% | 0.24% | 298 | +12,727 | 10.99% | Q1 2026 | May 05, 2026 |
| Stratos Investment Management, LLC | History | Added to | 128,307 | 5,853 | 0.23% | 0.23% | 299 | +1,280 | 1.01% | Q1 2026 | Apr 28, 2026 |
| Clearwave Capital, LLC | History | Added to | 127,605 | 5,821 | 3.98% | 3.91% | 300 | +12,461 | 10.82% | Q1 2026 | Apr 29, 2026 |