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 | No change | 101,656,759 | 4,624,365 | 2.47% | 2.47% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 36,816,208 | 1,674,769 | 0.09% | 0.09% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 15,740,788 | 716,048 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 15,305,769 | 696,259 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 13,982,930 | 638,600 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 13,045,220 | 593,427 | 0.13% | 0.13% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 10,970,047 | 499,027 | 3.71% | 3.71% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 9,016,360 | 410,154 | 0.11% | 0.11% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 8,110,234 | 368,934 | 4.39% | 4.39% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 8,059,617 | 366,631 | 0.09% | 0.09% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 7,296,054 | 331,897 | 0.3% | 0.3% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COUNTRY TRUST BANK | History | No change | 6,857,648 | 311,954 | 5.46% | 5.46% | 12 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UBS Group AG | History | No change | 6,750,589 | 307,084 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 6,729,858 | 306,141 | 7.23% | 7.23% | 14 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Legacy Wealth Management, LLC | History | No change | 5,495,432 | 249,987 | 13.08% | 13.08% | 15 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,491,783 | 249,883 | 0.29% | 0.29% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 5,113,836 | 232,628 | 0.29% | 0.29% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 4,491,470 | 204,900 | 8.33% | 8.33% | 18 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,397,539 | 200,045 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 4,110,125 | 186,969 | 1.63% | 1.63% | 20 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 4,066,886 | 185,002 | 2.76% | 2.76% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | No change | 3,994,283 | 181,699 | 0.59% | 0.59% | 22 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Waverly Advisors, LLC | History | No change | 3,836,584 | 174,526 | 1.01% | 1.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 3,506,392 | 159,506 | 3.68% | 3.68% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Retirement Planning Group, LLC | History | No change | 3,153,325 | 143,444 | 3.64% | 3.64% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blue Chip Partners, LLC | History | No change | 3,081,830 | 140,192 | 8.86% | 8.86% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 3,049,078 | 138,702 | 2.13% | 2.13% | 27 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 3,036,872 | 138,147 | 0.23% | 0.23% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 2,968,727 | 135,047 | 2.26% | 2.26% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | No change | 2,463,277 | 112,054 | 0.11% | 0.11% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 2,459,061 | 111,862 | 0.23% | 0.23% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 2,446,971 | 111,312 | 5.74% | 5.74% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 2,384,200 | 108,457 | 7.61% | 7.61% | 33 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,127,446 | 96,777 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 2,053,945 | 93,780 | 8.1% | 8.1% | 35 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HighTower Advisors, LLC | History | No change | 2,007,999 | 91,343 | 0.09% | 0.09% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 2,047,605 | 83,472 | 1.76% | 1.8% | 37 | +62,023 | 3.12% | Q3 2026 | Oct 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,812,290 | 82,441 | 0.19% | 0.19% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corient Private Wealth LP | History | No change | 1,808,251 | 82,258 | 0.11% | 0.11% | 39 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Falcon Wealth Planning | History | No change | 1,634,738 | 74,364 | 4.69% | 4.69% | 40 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 1,602,623 | 72,903 | 0.84% | 0.84% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 1,565,006 | 71,192 | 1.35% | 1.35% | 42 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Private Advisor Group, LLC | History | No change | 1,530,984 | 69,644 | 0.32% | 0.32% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,517,610 | 69,036 | 1.39% | 1.39% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 1,482,823 | 67,453 | 6.13% | 6.13% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 1,435,649 | 65,307 | 0.56% | 0.56% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUB Investment Partners, LLC | History | No change | 1,421,650 | 64,670 | 1.16% | 1.16% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 1,388,561 | 63,165 | 4.89% | 4.89% | 48 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rehmann Capital Advisory Group | History | No change | 1,363,514 | 62,092 | 2.84% | 2.84% | 49 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Arkadios Wealth Advisors | History | No change | 1,307,314 | 59,469 | 0.9% | 0.9% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,298,147 | 59,052 | 0.4% | 0.4% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,268,451 | 57,701 | 0.28% | 0.28% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,252,617 | 56,981 | 0.37% | 0.37% | 53 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 1,293,160 | 55,993 | 8.87% | 8.77% | 54 | +103,135 | 8.67% | Q3 2026 | Oct 08, 2026 |
| RFG Advisory, LLC | History | No change | 1,163,561 | 52,930 | 0.83% | 0.83% | 55 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Harbor Group, Inc. | History | No change | 1,116,081 | 50,770 | 5.96% | 5.96% | 56 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 1,114,382 | 50,693 | 5.95% | 5.95% | 57 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Drake & Associates, LLC | History | No change | 1,098,394 | 49,965 | 8.42% | 8.42% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 1,095,153 | 49,818 | 1.41% | 1.41% | 59 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| OLIO Financial Planning | History | No change | 1,084,423 | 49,330 | 12.24% | 12.24% | 60 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Navalign, LLC | History | No change | 1,083,023 | 49,266 | 11.48% | 11.48% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,059,149 | 48,530 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Landing Point Financial Group, LLC | History | No change | 1,043,899 | 47,486 | 16.14% | 16.14% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NICOLET BANKSHARES INC | History | No change | 1,027,399 | 46,706 | 1.49% | 1.49% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crane Advisory, LLC | History | No change | 1,026,233 | 46,447 | 6.67% | 6.67% | 65 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | No change | 971,403 | 44,189 | 3.23% | 3.23% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | History | No change | 943,913 | 42,943 | 20.53% | 20.53% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 941,225 | 42,816 | 11.34% | 11.34% | 68 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 927,020 | 42,302 | 3.01% | 3.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WestHill Financial Advisors, Inc. | History | No change | 914,982 | 41,622 | 7.09% | 7.09% | 70 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Larson Financial Group LLC | History | No change | 912,200 | 41,495 | 1.09% | 1.09% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 903,819 | 41,114 | 4.87% | 4.87% | 72 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Brookstone Capital Management | History | No change | 894,979 | 40,712 | 0.41% | 0.41% | 73 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bleakley Financial Group, LLC | History | No change | 881,683 | 40,107 | 0.51% | 0.51% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 879,135 | 39,991 | 6.89% | 6.89% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | No change | 865,549 | 39,373 | 13.53% | 13.53% | 76 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pallas Capital Advisors LLC | History | No change | 853,855 | 38,841 | 1.2% | 1.2% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASPIRIANT, LLC | History | No change | 833,949 | 37,936 | 0.94% | 0.94% | 78 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 832,624 | 37,876 | 2.5% | 2.5% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coyle Financial Counsel LLC | History | No change | 827,671 | 37,650 | 6.87% | 6.87% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 816,468 | 37,141 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 813,982 | 37,028 | 4.18% | 4.18% | 82 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Compass Ion Advisors, LLC | History | No change | 812,609 | 36,965 | 3.19% | 3.19% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 806,651 | 36,694 | 0.56% | 0.56% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mascoma Wealth Management LLC | History | No change | 801,959 | 36,481 | 6.76% | 6.76% | 85 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ABLE Financial Group, LLC | History | No change | 791,676 | 36,013 | 6.04% | 6.04% | 86 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Henderson Brothers Financial Partners, LLC | History | No change | 782,427 | 35,592 | 16.85% | 16.85% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 781,949 | 35,571 | 0.48% | 0.48% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stone House Investment Management, LLC | History | No change | 780,129 | 35,488 | 4.72% | 4.72% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gotham Asset Management, LLC | History | No change | 778,810 | 35,428 | 0.08% | 0.08% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICUS CAPITAL | History | No change | 769,512 | 35,005 | 2.26% | 2.26% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 765,893 | 34,840 | 0.29% | 0.29% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | No change | 742,317 | 33,767 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 738,717 | 33,604 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 733,356 | 33,360 | 1.71% | 1.71% | 95 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Horizon Investments, LLC | History | No change | 732,704 | 33,198 | 0.36% | 0.36% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WBH ADVISORY INC | History | No change | 729,218 | 33,172 | 2.23% | 2.23% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Scott Capital Advisors, LLC | History | No change | 722,949 | 32,886 | 5.15% | 5.15% | 98 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Souders Financial Advisors | History | No change | 713,409 | 32,452 | 3.26% | 3.26% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Leelyn Smith, LLC | History | No change | 702,891 | 31,974 | 3.89% | 3.89% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wealthspire Retirement, LLC | History | No change | 702,477 | 31,955 | 1.75% | 1.75% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Presidio Capital Management, LLC | History | No change | 694,781 | 31,605 | 7.9% | 7.9% | 102 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 680,582 | 30,959 | 3.44% | 3.44% | 103 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 674,141 | 30,666 | 4.44% | 4.44% | 104 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 663,881 | 30,228 | 3.48% | 3.48% | 105 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 663,628 | 30,188 | 7.26% | 7.26% | 106 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 662,811 | 30,151 | 1.42% | 1.42% | 107 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Strategies Group, Inc. | History | No change | 668,475 | 30,148 | 4.8% | 4.8% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 659,694 | 30,009 | 0.09% | 0.09% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | No change | 656,681 | 29,872 | 9.22% | 9.22% | 110 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 656,664 | 29,871 | 0.33% | 0.33% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 687,489 | 29,768 | 0.21% | 0.24% | 112 | +23,254 | 3.5% | Q3 2026 | Oct 08, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 636,549 | 28,956 | 1.54% | 1.54% | 113 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 629,621 | 28,641 | 5.41% | 5.41% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Presper Financial Architects, LLC | History | No change | 619,230 | 28,168 | 14.7% | 14.7% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Targeted Financial Services LLC | History | No change | 615,521 | 28,000 | 20.66% | 20.66% | 116 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | No change | 612,680 | 27,870 | 13.33% | 13.33% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envision Financial Planning, LLC | History | No change | 607,288 | 27,625 | 8.99% | 8.99% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 603,317 | 27,444 | 7.4% | 7.4% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 591,500 | 26,907 | 7.25% | 7.25% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DeDora Capital, Inc. | History | No change | 577,902 | 26,288 | 5.71% | 5.71% | 121 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rise Advisors, LLC | History | No change | 573,804 | 26,102 | 7.35% | 7.35% | 122 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Perigon Wealth Management, LLC | History | No change | 563,259 | 25,622 | 0.4% | 0.4% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 558,029 | 25,384 | 1.63% | 1.63% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Andrews Advisory Associates, LLC | History | No change | 556,482 | 25,314 | 12.17% | 12.17% | 125 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | No change | 551,758 | 25,099 | 4.61% | 4.61% | 126 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EnRich Financial Partners LLC | History | No change | 551,216 | 25,074 | 5.96% | 5.96% | 127 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Spire Wealth Management | History | No change | 544,210 | 24,756 | 0.75% | 0.75% | 128 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Linscomb Wealth, Inc. | History | No change | 537,070 | 24,431 | 1.06% | 1.06% | 129 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Juno Financial Group LLC | History | No change | 533,746 | 24,280 | 8.61% | 8.61% | 130 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial & Tax Architects, LLC | History | No change | 528,955 | 24,062 | 5.07% | 5.07% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BG Investment Services, LLC | History | No change | 527,196 | 23,982 | 17.27% | 17.27% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Financial, LLC | History | No change | 509,687 | 23,270 | 0.26% | 0.26% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Catawba River Capital | History | No change | 510,635 | 23,228 | 10.39% | 10.39% | 134 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 508,997 | 23,154 | 2.56% | 2.56% | 135 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CPA Asset Management Group, LLC | History | No change | 508,821 | 23,146 | 6.67% | 6.67% | 136 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Investment Advisory Services Group LLC | History | No change | 503,662 | 22,911 | 16.76% | 16.76% | 137 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tidemark, LLC | History | No change | 497,628 | 22,637 | 5.1% | 5.1% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 510,987 | 22,125 | 5.2% | 5.22% | 139 | +34,731 | 7.29% | Q3 2026 | Oct 07, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 483,888 | 22,074 | 13.96% | 13.96% | 140 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 478,684 | 21,775 | 0.2% | 0.2% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 467,220 | 21,254 | 0.82% | 0.82% | 142 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Watchman Group, Inc. | History | No change | 460,856 | 20,964 | 4.69% | 4.69% | 143 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Valmark Advisers, Inc. | History | No change | 455,014 | 20,698 | 0.22% | 0.22% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 454,066 | 20,655 | 0.43% | 0.43% | 145 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dogwood Wealth Management LLC | History | No change | 449,753 | 20,459 | 8.08% | 8.08% | 146 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 449,653 | 20,454 | 0.73% | 0.73% | 147 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Waterway Wealth Management, LLC | History | No change | 462,712 | 20,339 | 4.15% | 4.15% | 148 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KINTRA WEALTH, LLC | History | No change | 448,871 | 20,217 | 1.06% | 1.06% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 435,954 | 19,854 | 5.54% | 5.54% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| tru Independence LLC | History | No change | 435,727 | 19,821 | 8.67% | 8.67% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 434,951 | 19,785 | 1.17% | 1.17% | 152 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Occidental Asset Management, LLC | History | No change | 430,900 | 19,601 | 1.95% | 1.95% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Buttonwood Financial Advisors Inc. | History | No change | 426,451 | 19,399 | 5.9% | 5.9% | 154 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 421,979 | 19,195 | 5.27% | 5.27% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 420,968 | 19,149 | 0.19% | 0.19% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| New Insight Wealth Advisors | History | No change | 416,538 | 18,948 | 5.59% | 5.59% | 157 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 409,818 | 18,642 | 1.13% | 1.13% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Goldstone Financial Group, LLC | History | No change | 409,076 | 18,608 | 1.7% | 1.7% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 428,100 | 18,536 | 4.16% | 6.32% | 160 | -188,490 | -30.57% | Q3 2026 | Oct 08, 2026 |
| Meriwether Wealth & Planning, LLC | History | No change | 402,883 | 18,327 | 9.09% | 9.09% | 161 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 399,567 | 18,176 | 4.32% | 4.32% | 162 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 399,944 | 18,097 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Selby Wealth Management, LLC | History | No change | 396,355 | 18,030 | 6.39% | 6.39% | 164 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| World Investment Advisors | History | No change | 394,895 | 18,015 | 0.3% | 0.3% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 395,870 | 18,008 | 0.1% | 0.1% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pearl Planning LLC | History | No change | 385,581 | 17,540 | 8.07% | 8.07% | 167 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GAINLINE FINANCIAL PARTNERS, LLC | History | No change | 383,552 | 17,447 | 16.29% | 16.29% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 376,993 | 17,149 | 1.61% | 1.61% | 169 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RCS Financial Planning, LLC | History | No change | 371,465 | 16,960 | 8.03% | 8.03% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 368,299 | 16,753 | 1.74% | 1.74% | 171 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MAI Capital Management | History | No change | 367,020 | 16,695 | 0.06% | 0.06% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| S Harris Financial Group, LLC | History | No change | 364,738 | 16,591 | 12.86% | 12.86% | 173 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OneAscent Financial Services LLC | History | No change | 363,095 | 16,517 | 0.79% | 0.79% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EdgeRock Capital LLC | History | No change | 361,305 | 16,435 | 3.72% | 3.72% | 175 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Forbes Financial Planning, Inc. | History | No change | 358,978 | 16,329 | 8.76% | 8.76% | 176 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 357,130 | 16,245 | 1.94% | 1.94% | 177 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 354,540 | 16,128 | 0.28% | 0.28% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TSFG, LLC | History | No change | 352,719 | 16,045 | 2.02% | 2.02% | 179 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CMG Global Holdings, LLC | History | No change | 347,605 | 15,812 | 6.71% | 6.71% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Graney & King, LLC | History | No change | 347,145 | 15,791 | 5.68% | 5.68% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COURIER CAPITAL LLC | History | No change | 344,513 | 15,671 | 0.78% | 0.78% | 182 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Advyzon Investment Management, LLC | History | No change | 344,314 | 15,662 | 1.14% | 1.14% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Salus Financial Advisors, LLC | History | No change | 343,812 | 15,639 | 7.71% | 7.71% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 343,775 | 15,638 | 0.86% | 0.86% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 340,427 | 15,486 | 0.16% | 0.16% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 339,700 | 15,452 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 337,947 | 15,373 | 2.15% | 2.15% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 339,398 | 15,371 | 2.02% | 2.02% | 189 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 328,860 | 14,959 | 4.2% | 4.2% | 190 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Apella Capital, LLC | History | Added to | 341,964 | 14,813 | 0.19% | 0.17% | 191 | +68,712 | 25.15% | Q3 2026 | Oct 08, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 324,065 | 14,741 | 3.61% | 3.61% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Unique Wealth Strategies, LLC | History | No change | 323,842 | 14,731 | 5.35% | 5.35% | 193 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 322,348 | 14,663 | 8.31% | 8.31% | 194 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Goodwin Investment Advisory | History | No change | 315,244 | 14,328 | 28.85% | 28.85% | 195 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Summit Wealth Partners, LLC | History | No change | 310,113 | 14,107 | 2.01% | 2.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | No change | 313,408 | 14,099 | 9.16% | 9.16% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LongView Wealth Management | History | No change | 309,647 | 14,085 | 3.61% | 3.61% | 198 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cyr Financial Inc. | History | No change | 308,567 | 14,036 | 7.31% | 7.31% | 199 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lebenthal Global Advisors, LLC | History | No change | 305,396 | 13,892 | 1.87% | 1.87% | 200 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STEPH & CO | History | Added to | 316,767 | 13,716 | 3.5% | 2.87% | 201 | +67,854 | 27.26% | Q3 2026 | Oct 07, 2026 |
| TrustWell Financial Advisors, LLC | History | No change | 299,869 | 13,641 | 11.57% | 11.57% | 202 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 299,451 | 13,622 | 0.59% | 0.59% | 203 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 297,221 | 13,520 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 294,442 | 13,394 | 0.06% | 0.06% | 205 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Destiny Capital Corp/CO | History | No change | 293,356 | 13,344 | 6.21% | 6.21% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 297,650 | 13,310 | 1.88% | 1.88% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 291,060 | 13,240 | 0.15% | 0.15% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Milestone Investment Advisors LLC | History | No change | 290,314 | 13,206 | 2.85% | 2.85% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 290,125 | 13,197 | 0.13% | 0.13% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MEMBERS WEALTH LLC | History | No change | 289,217 | 13,156 | 7.21% | 7.21% | 211 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 280,428 | 12,756 | 0.4% | 0.4% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 279,667 | 12,722 | 0.05% | 0.05% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Argo Wealth Advisory, LLC | History | No change | 273,702 | 12,450 | 6.87% | 6.87% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 273,598 | 12,445 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Storen Legacy Partners, LLC | History | No change | 271,750 | 12,361 | 3.37% | 3.37% | 216 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 271,396 | 12,345 | 0.1% | 0.1% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | No change | 265,775 | 12,090 | 9.91% | 9.91% | 218 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IHT Wealth Management, LLC | History | No change | 265,008 | 12,055 | 0.26% | 0.26% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 264,807 | 12,046 | 0.07% | 0.07% | 220 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Atria Investments, Inc | History | No change | 264,410 | 12,028 | 0.12% | 0.12% | 221 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Resolute Wealth Strategies, LLC | History | No change | 260,923 | 11,869 | 4.6% | 4.6% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SPWM Advisors LLC | History | No change | 260,686 | 11,806 | 10.91% | 10.91% | 223 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Provident Living Financial Services, Inc. | History | No change | 258,653 | 11,766 | 11.6% | 11.6% | 224 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clarity Wealth Advisors, LLC | History | No change | 255,355 | 11,616 | 2.05% | 2.05% | 225 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PFG Advisors | History | No change | 254,449 | 11,574 | 0.58% | 0.58% | 226 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Holos Integrated Wealth LLC | History | No change | 254,878 | 11,543 | 5.39% | 5.39% | 227 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | Added to | 263,383 | 11,404 | 5.84% | 5.96% | 228 | +10,413 | 4.12% | Q3 2026 | Oct 08, 2026 |
| Diversify Advisory Services, LLC | History | No change | 252,758 | 11,391 | 0.19% | 0.19% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 252,758 | 11,391 | 0.19% | 0.19% | 230 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 249,460 | 11,347 | 3.25% | 3.25% | 231 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FWG Holdings, LLC | History | No change | 251,769 | 11,322 | 3.93% | 3.93% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 244,333 | 11,114 | 2.12% | 2.12% | 233 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 244,333 | 11,114 | 2.12% | 2.12% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 241,165 | 10,970 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 241,080 | 10,966 | 0.13% | 0.13% | 236 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 237,965 | 10,825 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 231,630 | 10,519 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sachetta, LLC | History | No change | 223,961 | 10,189 | 4.95% | 4.95% | 239 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Dakota Wealth Management | History | No change | 218,366 | 9,933 | 0.19% | 0.19% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SilverOak Wealth Management LLC | History | No change | 217,999 | 9,916 | 1.28% | 1.28% | 241 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Schuylkill Financial LLC | History | No change | 215,562 | 9,805 | 9.06% | 9.06% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WNY Asset Management, LLC | History | No change | 215,365 | 9,796 | 0.87% | 0.87% | 243 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OmniStar Financial Group, Inc. | History | No change | 211,537 | 9,622 | 4.43% | 4.43% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 211,396 | 9,616 | 1.49% | 1.49% | 245 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CMH Wealth Management LLC | History | No change | 209,527 | 9,566 | 1.46% | 1.46% | 246 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 207,623 | 9,336 | 2.81% | 2.81% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sonoma Allocations LLC | History | No change | 203,946 | 9,272 | 2.88% | 2.88% | 248 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 200,540 | 9,122 | 2.86% | 2.86% | 249 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 199,888 | 9,092 | 0.43% | 0.43% | 250 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clarity Retirement & Wealth, LLC | History | No change | 198,767 | 9,041 | 6.24% | 6.24% | 251 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Insight Wealth Partners, LLC | History | No change | 195,769 | 8,905 | 1.2% | 1.2% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 194,598 | 8,852 | 0.14% | 0.14% | 253 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 194,201 | 8,834 | 0.42% | 0.42% | 254 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mutual Advisors, LLC | History | No change | 192,741 | 8,767 | 0.17% | 0.17% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | No change | 191,937 | 8,731 | 6.52% | 6.52% | 256 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| &PARTNERS | History | No change | 188,102 | 8,697 | 0.04% | 0.04% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | No change | 190,685 | 8,674 | 0.31% | 0.31% | 258 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 190,116 | 8,648 | 0.35% | 0.35% | 259 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 189,083 | 8,601 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weaver Consulting Group | History | Added to | 198,196 | 8,581 | 1.67% | 0.14% | 261 | +182,808 | 1187.99% | Q3 2026 | Oct 07, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 188,259 | 8,563 | 3.11% | 3.11% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 186,351 | 8,510 | 0.46% | 0.46% | 263 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Landmark Wealth Management, LLC | History | No change | 183,181 | 8,332 | 1.99% | 1.99% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keystone Wealth Services, LLC | History | No change | 182,832 | 8,317 | 1.54% | 1.54% | 265 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 182,375 | 8,296 | 3.65% | 3.65% | 266 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 179,805 | 8,179 | 0.69% | 0.69% | 267 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BOS Asset Management, LLC | History | Added to | 188,642 | 8,168 | 1.91% | 1.8% | 268 | +18,364 | 10.78% | Q3 2026 | Oct 09, 2026 |
| Visionary Wealth Advisors | History | No change | 176,386 | 8,023 | 0.32% | 0.32% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Flavin Financial Services, Inc. | History | No change | 176,177 | 8,014 | 4.57% | 4.57% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Barry Investment Advisors, LLC | History | No change | 175,149 | 7,997 | 1.67% | 1.67% | 271 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sigma Planning Corp | History | No change | 175,486 | 7,983 | 0.2% | 0.2% | 272 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 172,332 | 7,839 | 2.15% | 2.15% | 273 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 172,299 | 7,837 | 2.7% | 2.7% | 274 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TD Capital Management LLC | History | No change | 169,841 | 7,726 | 0.63% | 0.63% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 178,054 | 7,709 | 0.5% | 0.48% | 276 | +21,527 | 13.75% | Q3 2026 | Oct 08, 2026 |
| Parcion Private Wealth LLC | History | No change | 169,200 | 7,696 | 0.43% | 0.43% | 277 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 176,232 | 7,627 | 1.1% | 1.14% | 278 | +1,257 | 0.72% | Q3 2026 | Oct 08, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 167,117 | 7,602 | 0.89% | 0.89% | 279 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 166,308 | 7,565 | 1.84% | 1.84% | 280 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 166,031 | 7,552 | 0.09% | 0.09% | 281 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 165,602 | 7,533 | 0.21% | 0.21% | 282 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essential Planning, LLC. | History | No change | 164,190 | 7,469 | 2.11% | 2.11% | 283 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sentinel Advisory Group, LLC | History | No change | 163,644 | 7,444 | 3.04% | 3.04% | 284 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 161,461 | 7,344 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cooper Financial Group | History | Added to | 169,041 | 7,319 | 0.58% | 0.63% | 286 | +2,449 | 1.47% | Q3 2026 | Oct 07, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 159,569 | 7,258 | 2.29% | 2.29% | 287 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 159,091 | 7,237 | 1.76% | 1.76% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Axis Wealth Partners, LLC | History | No change | 157,655 | 7,171 | 3.44% | 3.44% | 289 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keenan, LLC | History | No change | 152,558 | 6,939 | 4.9% | 4.9% | 290 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | No change | 151,966 | 6,912 | 0.08% | 0.08% | 291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 149,703 | 6,810 | 0.1% | 0.1% | 292 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merkkuri Wealth Advisors LLC | History | No change | 148,873 | 6,772 | 4.2% | 4.2% | 293 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisor OS, LLC | History | No change | 147,684 | 6,718 | 0.45% | 0.45% | 294 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OakTrust Wealth Advisors, LLC | History | No change | 147,059 | 6,689 | 5.77% | 5.77% | 295 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TFB Advisors LLC | History | No change | 144,855 | 6,589 | 2.9% | 2.9% | 296 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 144,580 | 6,576 | 0.69% | 0.69% | 297 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 144,217 | 6,560 | 0.25% | 0.25% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearwave Capital, LLC | History | No change | 143,771 | 6,540 | 3.61% | 3.61% | 299 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Accelerate Investment Advisors LLC | History | No change | 143,715 | 6,537 | 3.75% | 3.75% | 300 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |