FIDELITY COVINGTON TRUST - FDVV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 300 of
522 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 6,799,783 | 375,620 | 0.1% | 0.1% | 1 | +639,153 | 10.37% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,970,185 | 164,073 | 0.23% | 0.23% | 2 | -64,469 | -2.12% | Q1 2026 | Apr 27, 2026 |
| MORGAN STANLEY | History | Added to | 2,628,725 | 145,210 | 0.01% | 0.01% | 3 | +108,711 | 4.31% | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | Added to | 2,532,542 | 139,897 | 4.33% | 4.31% | 4 | +217,772 | 9.41% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,433,369 | 134,419 | 0.04% | 0.03% | 5 | +362,568 | 17.51% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,367,217 | 130,765 | 0.01% | 0.01% | 6 | +104,028 | 4.6% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,106,011 | 116,336 | 0.04% | 0.04% | 7 | +28,299 | 1.36% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 2,017,386 | 111,440 | 0.12% | 0.11% | 8 | +273,148 | 15.66% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,029,336 | 109,523 | 0.01% | 0.0% | 9 | +866,147 | 74.46% | Q1 2026 | May 13, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 1,724,565 | 95,264 | 0.83% | 0.44% | 10 | +942,923 | 120.63% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,701,813 | 94,008 | 0.02% | 0.02% | 11 | +68,184 | 4.17% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,429,892 | 79,007 | 0.12% | 0.12% | 12 | -21,426 | -1.48% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 1,287,643 | 71,129 | 1.3% | 0.68% | 13 | +630,530 | 95.95% | Q1 2026 | May 07, 2026 |
| Independent Advisor Alliance | History | New | 1,242,887 | 68,657 | 0.74% | — | 14 | +1,242,887 | New | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,077,418 | 59,516 | 0.23% | 0.22% | 15 | +153,640 | 16.63% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 927,206 | 51,218 | 0.03% | 0.04% | 16 | -160,804 | -14.78% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 881,076 | 48,670 | 0.01% | 0.0% | 17 | +535,932 | 155.28% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 845,384 | 46,699 | 0.01% | 0.0% | 18 | +545,284 | 181.7% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 822,110 | 45,413 | 0.12% | 0.12% | 19 | +19,332 | 2.41% | Q1 2026 | Apr 30, 2026 |
| Kestra Investment Management, LLC | History | Added to | 801,268 | 44,262 | 0.76% | 0.27% | 20 | +609,545 | 317.93% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 760,005 | 41,982 | 0.68% | 0.65% | 21 | +169,507 | 28.71% | Q1 2026 | May 18, 2026 |
| McIlrath & Eck, LLC | History | Added to | 736,989 | 40,711 | 3.02% | 3.58% | 22 | +56,295 | 8.27% | Q1 2026 | May 19, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 656,040 | 36,239 | 6.53% | 7.32% | 23 | -148,663 | -18.47% | Q1 2026 | Apr 29, 2026 |
| Allworth Financial LP | History | Added to | 635,563 | 35,108 | 0.14% | 0.14% | 24 | +46,756 | 7.94% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 625,954 | 34,577 | 0.1% | 0.08% | 25 | +14,200 | 2.32% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 595,227 | 32,881 | 0.01% | 0.0% | 26 | +423,383 | 246.38% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 579,605 | 32,017 | 0.15% | 0.13% | 27 | +97,310 | 20.18% | Q1 2026 | Apr 24, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 548,990 | 30,326 | 3.72% | 3.47% | 28 | +62,644 | 12.88% | Q1 2026 | Apr 27, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 496,157 | 27,407 | 13.3% | 13.62% | 29 | +14,193 | 2.94% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 454,410 | 25,101 | 0.03% | 0.03% | 30 | +37,392 | 8.97% | Q1 2026 | May 13, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 437,123 | 24,146 | 3.86% | 3.95% | 31 | -3,738 | -0.85% | Q1 2026 | Apr 28, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 395,352 | 22,092 | 2.4% | 3.26% | 32 | +8,592 | 2.22% | Q1 2026 | Apr 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 381,748 | 21,225 | 0.04% | 0.02% | 33 | +128,637 | 50.82% | Q1 2026 | Apr 08, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 357,902 | 19,770 | 8.5% | 8.81% | 34 | +16,096 | 4.71% | Q1 2026 | Apr 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 325,500 | 18,420 | 0.12% | 0.1% | 35 | +55,249 | 20.44% | Q1 2026 | May 15, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 326,052 | 18,011 | 4.35% | 4.39% | 36 | +6,260 | 1.96% | Q1 2026 | May 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 315,092 | 17,405 | 0.11% | 0.11% | 37 | +7,885 | 2.57% | Q1 2026 | May 05, 2026 |
| Stratos Investment Management, LLC | History | Added to | 304,862 | 16,840 | 0.68% | 0.67% | 38 | +11,386 | 3.88% | Q1 2026 | Apr 28, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 304,360 | 16,812 | 5.05% | 4.6% | 39 | +9,210 | 3.12% | Q1 2026 | Apr 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 302,166 | 16,691 | 2.4% | 2.63% | 40 | -14,102 | -4.46% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 298,882 | 16,510 | 0.13% | 0.19% | 41 | +17,277 | 6.14% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 290,253 | 16,033 | 0.19% | 0.21% | 42 | -8,870 | -2.97% | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | Added to | 285,894 | 15,792 | 0.25% | 0.26% | 43 | +3,312 | 1.17% | Q1 2026 | Apr 27, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 273,397 | 15,102 | 4.41% | 6.05% | 44 | -91,475 | -25.07% | Q1 2026 | May 07, 2026 |
| Clark Wealth Partners | History | Reduced | 266,114 | 14,700 | 9.87% | 10.31% | 45 | -32,470 | -10.87% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 257,730 | 14,237 | 0.3% | 0.27% | 46 | +46,084 | 21.77% | Q1 2026 | Apr 13, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 224,650 | 13,290 | 3.5% | 3.43% | 47 | +17,512 | 8.45% | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 237,484 | 13,118 | 0.02% | 0.02% | 48 | -318 | -0.13% | Q1 2026 | Apr 27, 2026 |
| Prentice Wealth Management LLC | History | Reduced | 236,547 | 13,066 | 2.95% | 3.37% | 49 | -23,699 | -9.11% | Q1 2026 | Apr 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 231,365 | 12,780 | 0.83% | 0.84% | 50 | +4,440 | 1.96% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Added to | 225,877 | 12,477 | 0.03% | 0.03% | 51 | +4,198 | 1.89% | Q1 2026 | May 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 219,636 | 12,132 | 1.34% | 1.45% | 52 | -8,017 | -3.52% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 218,061 | 12,045 | 0.16% | 0.17% | 53 | +327 | 0.15% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 203,646 | 11,960 | 6.73% | — | 54 | +203,646 | New | Q1 2026 | May 19, 2026 |
| FMR LLC | History | Added to | 208,076 | 11,494 | 0.0% | 0.0% | 55 | +30,659 | 17.28% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | Added to | 203,082 | 11,218 | 0.85% | 0.85% | 56 | +10,221 | 5.3% | Q1 2026 | May 08, 2026 |
| Dentgroup LLC | History | No change | 191,403 | 10,850 | 7.45% | 7.45% | 57 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 185,120 | 10,226 | 3.77% | 3.59% | 58 | +5,586 | 3.11% | Q1 2026 | Apr 09, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 181,898 | 10,048 | 2.54% | 0.15% | 59 | +172,523 | 1840.25% | Q1 2026 | Apr 28, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 181,662 | 10,035 | 0.29% | 0.23% | 60 | +31,960 | 21.35% | Q1 2026 | Apr 10, 2026 |
| Lido Advisors, LLC | History | Reduced | 177,546 | 9,804 | 0.03% | 0.04% | 61 | -66,261 | -27.18% | Q1 2026 | May 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 174,898 | 9,661 | 0.54% | 0.59% | 62 | +87,703 | 100.58% | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 174,018 | 9,612 | 0.13% | 0.03% | 63 | +131,857 | 312.75% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 169,870 | 9,309 | 0.05% | 0.05% | 64 | +22,664 | 15.4% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 164,500 | 9,086 | 0.02% | 0.02% | 65 | -9,455 | -5.44% | Q1 2026 | May 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 163,013 | 9,004 | 0.54% | 0.52% | 66 | +8,692 | 5.63% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 162,330 | 8,967 | 0.02% | 0.02% | 67 | +2,063 | 1.29% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 161,317 | 8,911 | 0.05% | 0.05% | 68 | -10,351 | -6.03% | Q1 2026 | May 05, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Reduced | 169,118 | 8,797 | 3.78% | 4.04% | 69 | -75,740 | -30.93% | Q1 2026 | Jun 01, 2026 |
| Cyr Financial Inc. | History | Added to | 156,329 | 8,635 | 5.08% | 4.91% | 70 | +17,549 | 12.65% | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 156,164 | 8,626 | 0.01% | 0.01% | 71 | -53,791 | -25.62% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 153,379 | 8,473 | 0.02% | 0.04% | 72 | -129,839 | -45.84% | Q1 2026 | Apr 22, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 148,698 | 8,214 | 0.01% | 0.01% | 73 | -7,719 | -4.93% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 148,070 | 8,179 | 0.01% | 0.02% | 74 | +213 | 0.14% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 144,216 | 7,966 | 0.1% | 0.1% | 75 | +5,738 | 4.14% | Q1 2026 | Apr 28, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 143,560 | 7,953 | 0.42% | 0.4% | 76 | -9,862 | -6.43% | Q1 2026 | May 12, 2026 |
| New Insight Wealth Advisors | History | Added to | 143,620 | 7,933 | 2.84% | 2.76% | 77 | +7,445 | 5.47% | Q1 2026 | May 07, 2026 |
| Powers Advisory Group, LLC | History | Added to | 140,730 | 7,773 | 2.74% | 2.47% | 78 | +24,856 | 21.45% | Q1 2026 | Apr 21, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 138,150 | 7,631 | 0.24% | 0.34% | 79 | -42,252 | -23.42% | Q1 2026 | May 15, 2026 |
| Base Wealth Management LLC | History | Reduced | 137,159 | 7,576 | 4.24% | 4.4% | 80 | -6,901 | -4.79% | Q1 2026 | Apr 29, 2026 |
| Strategic Blueprint, LLC | History | Added to | 135,830 | 7,503 | 0.44% | 0.45% | 81 | +973 | 0.72% | Q1 2026 | Apr 29, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 133,693 | 7,385 | 2.09% | 2.17% | 82 | +1,694 | 1.28% | Q1 2026 | Apr 23, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 130,873 | 7,229 | 2.6% | 1.87% | 83 | +39,586 | 43.36% | Q1 2026 | Apr 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 130,630 | 7,216 | 0.01% | 0.01% | 84 | -463 | -0.35% | Q1 2026 | May 14, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | Added to | 129,048 | 7,128 | 5.7% | 5.53% | 85 | +2,008 | 1.58% | Q1 2026 | May 11, 2026 |
| AA Financial Advisors, LLC | History | Added to | 127,428 | 7,039 | 0.99% | 0.18% | 86 | +109,881 | 626.21% | Q1 2026 | Apr 20, 2026 |
| Investment Advisory Services Group LLC | History | Added to | 127,308 | 7,032 | 6.12% | 5.85% | 87 | +11,068 | 9.52% | Q1 2026 | Apr 28, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 126,493 | 6,987 | 0.97% | 0.49% | 88 | +64,712 | 104.74% | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 123,893 | 6,843 | 0.1% | 0.11% | 89 | +196 | 0.16% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 120,951 | 6,681 | 0.35% | 0.36% | 90 | +2,170 | 1.83% | Q1 2026 | Apr 17, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 119,084 | 6,578 | 2.86% | 2.88% | 91 | -1,102 | -0.92% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 115,815 | 6,565 | 0.12% | 0.12% | 92 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 114,803 | 6,341 | 0.08% | 0.08% | 93 | -423 | -0.37% | Q1 2026 | Apr 20, 2026 |
| BG Investment Services, LLC | History | Added to | 112,559 | 6,217 | 5.16% | 5.01% | 94 | +13,267 | 13.36% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 112,288 | 6,202 | 0.01% | 0.01% | 95 | -2,439 | -2.13% | Q1 2026 | May 05, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Added to | 112,109 | 6,192 | 1.97% | 1.8% | 96 | +10,748 | 10.6% | Q1 2026 | Apr 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 111,521 | 6,160 | 0.05% | 0.03% | 97 | +53,432 | 91.98% | Q1 2026 | Apr 15, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 111,344 | 6,150 | 0.81% | 0.86% | 98 | -1,001 | -0.89% | Q1 2026 | Apr 21, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 111,225 | 6,144 | 0.09% | 0.08% | 99 | +2,779 | 2.56% | Q1 2026 | May 01, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 108,448 | 5,990 | 0.81% | 0.85% | 100 | -2,177 | -1.97% | Q1 2026 | Apr 08, 2026 |
| High Point Wealth Management, LLC | History | Added to | 108,147 | 5,974 | 5.77% | 5.41% | 101 | +6,538 | 6.43% | Q1 2026 | Apr 08, 2026 |
| NewEdge Advisors, LLC | History | Added to | 107,702 | 5,949 | 0.02% | 0.02% | 102 | +8,392 | 8.45% | Q1 2026 | Jun 02, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 105,712 | 5,839 | 0.43% | 0.02% | 103 | +100,769 | 2038.62% | Q1 2026 | Apr 13, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 105,667 | 5,837 | 2.89% | 2.94% | 104 | -3,885 | -3.55% | Q1 2026 | Apr 23, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 105,300 | 5,816 | 3.81% | 3.65% | 105 | +7,747 | 7.94% | Q1 2026 | May 07, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 97,640 | 5,393 | 0.07% | 0.08% | 106 | +1,534 | 1.6% | Q1 2026 | Apr 23, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 94,480 | 5,219 | 2.22% | 0.99% | 107 | +51,694 | 120.82% | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 93,459 | 5,162 | 0.23% | 0.3% | 108 | -19,045 | -16.93% | Q1 2026 | Apr 28, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 89,332 | 4,934 | 0.39% | 0.35% | 109 | +8,934 | 11.11% | Q1 2026 | Apr 09, 2026 |
| Valued Retirements, Inc. | History | Added to | 89,225 | 4,928 | 4.82% | 4.87% | 110 | +1,408 | 1.6% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 89,209 | 4,927 | 0.08% | 0.05% | 111 | +44,693 | 100.4% | Q1 2026 | May 15, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 89,039 | 4,918 | 0.07% | 0.05% | 112 | +29,424 | 49.36% | Q1 2026 | Apr 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 88,154 | 4,869 | 0.0% | 0.0% | 113 | -8,854 | -9.13% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 87,810 | 4,850 | 0.14% | 0.14% | 114 | +1,491 | 1.73% | Q1 2026 | May 12, 2026 |
| Fullerton Advisors, LLC | History | Added to | 87,723 | 4,845 | 5.02% | 4.92% | 115 | +828 | 0.95% | Q1 2026 | Apr 21, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 85,894 | 4,744 | 2.03% | 2.1% | 116 | -1,075 | -1.24% | Q1 2026 | May 15, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 84,190 | 4,650 | 0.66% | 0.55% | 117 | +16,146 | 23.73% | Q1 2026 | May 26, 2026 |
| Essex Financial Services, Inc. | History | Added to | 83,323 | 4,602 | 0.26% | 0.27% | 118 | +153 | 0.18% | Q1 2026 | Apr 24, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 81,947 | 4,526 | 0.06% | 0.04% | 119 | +41,076 | 100.5% | Q1 2026 | May 11, 2026 |
| PFG Advisors | History | Reduced | 78,644 | 4,344 | 0.21% | 0.22% | 120 | -481 | -0.61% | Q1 2026 | May 05, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 75,315 | 4,160 | 1.51% | 1.26% | 121 | +9,137 | 13.81% | Q1 2026 | May 12, 2026 |
| Clearwave Capital, LLC | History | Added to | 74,649 | 4,123 | 2.82% | 2.97% | 122 | +3,772 | 5.32% | Q1 2026 | Apr 29, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 74,132 | 4,095 | 0.3% | 0.23% | 123 | +14,334 | 23.97% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 73,402 | 4,066 | 0.04% | 0.04% | 124 | +2,738 | 3.87% | Q1 2026 | Apr 07, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 72,334 | 3,995 | 2.22% | 2.23% | 125 | -408 | -0.56% | Q1 2026 | Apr 14, 2026 |
| Ethos Financial Group, LLC | History | New | 72,285 | 3,993 | 0.29% | — | 126 | +72,285 | New | Q1 2026 | May 05, 2026 |
| Storen Legacy Partners, LLC | History | New | 71,982 | 3,976 | 1.25% | — | 127 | +71,982 | New | Q1 2026 | Apr 22, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 71,866 | 3,969 | 0.25% | 0.2% | 128 | +17,558 | 32.33% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 68,998 | 3,811 | 0.09% | 0.08% | 129 | +4,186 | 6.46% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 68,960 | 3,809 | 0.07% | 0.07% | 130 | +1,659 | 2.47% | Q1 2026 | May 11, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 68,140 | 3,764 | 0.22% | 0.25% | 131 | -9,897 | -12.68% | Q1 2026 | May 07, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 67,510 | 3,729 | 1.98% | 2.1% | 132 | +435 | 0.65% | Q1 2026 | Apr 24, 2026 |
| DAHRING | CUSMANO LLC | History | Added to | 65,759 | 3,632 | 2.23% | 0.47% | 133 | +53,858 | 452.55% | Q1 2026 | May 05, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 65,357 | 3,610 | 1.72% | 1.37% | 134 | -1,795 | -2.67% | Q1 2026 | Apr 27, 2026 |
| Slagle Financial, LLC | History | Added to | 61,491 | 3,396 | 1.12% | 1.09% | 135 | +6,435 | 11.69% | Q1 2026 | May 01, 2026 |
| BENJAMIN EDWARDS INC | History | New | 61,371 | 3,390 | 0.03% | — | 136 | +61,371 | New | Q1 2026 | May 12, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 60,219 | 3,326 | 1.09% | 0.94% | 137 | +11,114 | 22.63% | Q1 2026 | Apr 24, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 59,859 | 3,306 | 0.02% | 0.01% | 138 | +1,292 | 2.21% | Q1 2026 | Apr 29, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 59,332 | 3,277 | 0.88% | 0.82% | 139 | +7,339 | 14.12% | Q1 2026 | May 05, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 59,316 | 3,276 | 0.65% | 0.62% | 140 | +8,108 | 15.83% | Q1 2026 | May 01, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 58,974 | 3,257 | 0.42% | 0.37% | 141 | +9,870 | 20.1% | Q1 2026 | Apr 20, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 57,390 | 3,170 | 0.08% | — | 142 | +57,390 | New | Q1 2026 | Apr 07, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 54,779 | 3,026 | 0.32% | 0.35% | 143 | -2,205 | -3.87% | Q1 2026 | May 04, 2026 |
| Castleview Partners, LLC | History | Reduced | 53,925 | 2,978 | 1.53% | 1.73% | 144 | -7,680 | -12.47% | Q1 2026 | May 01, 2026 |
| Savvy Advisors, Inc. | History | Added to | 52,922 | 2,923 | 0.08% | 0.09% | 145 | +2,440 | 4.83% | Q1 2026 | May 11, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 52,742 | 2,913 | 0.26% | 0.05% | 146 | +44,544 | 543.35% | Q1 2026 | May 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 52,553 | 2,903 | 0.11% | 0.1% | 147 | +3,270 | 6.64% | Q1 2026 | May 11, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 49,646 | 2,742 | 0.31% | 0.32% | 148 | -1,187 | -2.34% | Q1 2026 | Apr 16, 2026 |
| MAI Capital Management | History | Added to | 49,253 | 2,720 | 0.02% | 0.02% | 149 | +316 | 0.65% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 48,944 | 2,703 | 0.09% | 0.09% | 150 | +663 | 1.37% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 48,897 | 2,701 | 0.02% | 0.02% | 151 | +2,224 | 4.77% | Q1 2026 | May 14, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 48,862 | 2,699 | 0.08% | 0.08% | 152 | -222 | -0.45% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | New | 48,570 | 2,683 | 0.09% | — | 153 | +48,570 | New | Q1 2026 | May 14, 2026 |
| Oasis Advisors, LLC | History | Reduced | 47,382 | 2,631 | 0.52% | 2.7% | 154 | -42,446 | -47.25% | Q1 2026 | May 04, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 46,267 | 2,555 | 0.28% | 0.26% | 155 | +4,900 | 11.85% | Q1 2026 | Apr 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 45,794 | 2,529 | 0.23% | 0.16% | 156 | -680 | -1.46% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 45,741 | 2,526 | 0.16% | 0.12% | 157 | +13,670 | 42.62% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 44,947 | 2,482 | 0.09% | 0.08% | 158 | +7,340 | 19.52% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 44,593 | 2,463 | 0.03% | 0.03% | 159 | +5,325 | 13.56% | Q1 2026 | Apr 20, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 43,857 | 2,422 | 0.06% | 0.06% | 160 | -659 | -1.48% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 43,496 | 2,402 | 0.01% | 0.01% | 161 | +147 | 0.34% | Q1 2026 | May 08, 2026 |
| Fortitude Financial, LLC | History | Reduced | 43,249 | 2,389 | 1.26% | 2.11% | 162 | -643 | -1.46% | Q1 2026 | Apr 23, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 41,963 | 2,318 | 0.51% | 0.54% | 163 | -1,183 | -2.74% | Q1 2026 | Apr 23, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 41,867 | 2,312 | 1.25% | 1.34% | 164 | -769 | -1.8% | Q1 2026 | May 14, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 41,758 | 2,306 | 0.46% | 0.35% | 165 | +12,076 | 40.68% | Q1 2026 | Apr 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 41,328 | 2,282 | 0.03% | 0.02% | 166 | +2,996 | 7.82% | Q1 2026 | Apr 28, 2026 |
| DAVENPORT & Co LLC | History | Added to | 40,417 | 2,232 | 0.01% | 0.01% | 167 | +8,250 | 25.65% | Q1 2026 | Apr 15, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 39,919 | 2,205 | 1.28% | 1.2% | 168 | +2,810 | 7.57% | Q1 2026 | May 13, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 39,056 | 2,157 | 0.36% | 0.32% | 169 | +3,992 | 11.38% | Q1 2026 | Apr 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 38,214 | 2,117 | 0.15% | 0.15% | 170 | -1,350 | -3.41% | Q1 2026 | May 01, 2026 |
| Sigma Planning Corp | History | Added to | 38,280 | 2,114 | 0.06% | 0.06% | 171 | +512 | 1.36% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 38,078 | 2,103 | 0.0% | 0.0% | 172 | +8,458 | 28.56% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 36,613 | 2,022 | 0.01% | 0.01% | 173 | -573 | -1.54% | Q1 2026 | May 14, 2026 |
| Certified Advisory Corp | History | Reduced | 34,484 | 1,904 | 0.17% | 0.19% | 174 | -1,929 | -5.3% | Q1 2026 | Apr 17, 2026 |
| AE Wealth Management LLC | History | Added to | 34,141 | 1,885 | 0.01% | 0.01% | 175 | +4,843 | 16.53% | Q1 2026 | May 13, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 34,074 | 1,882 | 0.45% | 0.38% | 176 | +8,384 | 32.64% | Q1 2026 | May 15, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 34,047 | 1,880 | 1.32% | 1.19% | 177 | -1,065 | -3.03% | Q1 2026 | Apr 30, 2026 |
| Westside Investment Management, Inc. | History | Added to | 33,879 | 1,871 | 0.29% | 0.29% | 178 | +2,368 | 7.51% | Q1 2026 | May 04, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 33,590 | 1,855 | 0.12% | — | 179 | +33,590 | New | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Added to | 33,344 | 1,841 | 0.02% | 0.02% | 180 | +9,692 | 40.98% | Q1 2026 | May 05, 2026 |
| PFG Investments, LLC | History | Added to | 32,883 | 1,816 | 0.08% | 0.08% | 181 | +1,510 | 4.81% | Q1 2026 | Apr 27, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 31,067 | 1,716 | 0.36% | 0.39% | 182 | -130 | -0.42% | Q1 2026 | Apr 15, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 30,999 | 1,712 | 0.6% | 0.69% | 183 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ballew Advisors, Inc | History | Added to | 29,791 | 1,709 | 0.96% | 0.95% | 184 | +230 | 0.78% | Q1 2026 | Apr 10, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 30,852 | 1,704 | 0.42% | 0.48% | 185 | -74 | -0.24% | Q1 2026 | Apr 29, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 30,349 | 1,676 | 0.52% | 0.43% | 186 | +5,540 | 22.33% | Q1 2026 | May 19, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 30,443 | 1,643 | 0.1% | 0.04% | 187 | +13,779 | 82.69% | Q1 2026 | Apr 24, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 29,655 | 1,638 | 0.09% | 0.05% | 188 | +13,908 | 88.32% | Q1 2026 | Apr 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 28,987 | 1,601 | 0.02% | 0.02% | 189 | +2,721 | 10.36% | Q1 2026 | May 05, 2026 |
| ARWA LLC | History | Added to | 27,713 | 1,590 | 0.79% | 0.64% | 190 | +8,507 | 44.29% | Q1 2026 | Apr 13, 2026 |
| TruWealth Advisors, LLC | History | Added to | 28,700 | 1,585 | 0.08% | 0.08% | 191 | +1,341 | 4.9% | Q1 2026 | Apr 09, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 28,390 | 1,568 | 0.1% | 0.09% | 192 | +4,829 | 20.5% | Q1 2026 | Apr 27, 2026 |
| Capital Analysts, LLC | History | Added to | 28,185 | 1,557 | 0.04% | 0.02% | 193 | +15,210 | 117.23% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 27,681 | 1,529 | 0.02% | 0.05% | 194 | -47,762 | -63.31% | Q1 2026 | May 01, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 27,627 | 1,526 | 0.32% | 0.38% | 195 | -4,019 | -12.7% | Q1 2026 | Apr 30, 2026 |
| Element Wealth, LLC | History | Added to | 27,354 | 1,511 | 0.62% | 0.57% | 196 | +2,869 | 11.72% | Q1 2026 | May 04, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 26,491 | 1,463 | 0.14% | 0.14% | 197 | +451 | 1.73% | Q1 2026 | Apr 10, 2026 |
| LongView Wealth Management | History | Added to | 25,021 | 1,447 | 0.36% | 0.23% | 198 | +8,659 | 52.92% | Q1 2026 | Apr 15, 2026 |
| OneAscent Financial Services LLC | History | Added to | 25,822 | 1,426 | 0.08% | 0.11% | 199 | +5,578 | 27.55% | Q1 2026 | Apr 21, 2026 |
| Sovran Advisors, LLC | History | Reduced | 23,922 | 1,413 | 0.11% | 0.17% | 200 | -10,852 | -31.21% | Q1 2026 | May 01, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 25,376 | 1,401 | 0.07% | 0.08% | 201 | -7,907 | -23.76% | Q1 2026 | Apr 28, 2026 |
| Clare Market Investments LLC | History | New | 25,300 | 1,397 | 0.29% | — | 202 | +25,300 | New | Q1 2026 | Apr 29, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 24,546 | 1,355 | 0.02% | 0.03% | 203 | -4,008 | -14.04% | Q1 2026 | Apr 10, 2026 |
| Everest Financial Group LLC | History | Added to | 24,286 | 1,341 | 0.22% | 0.29% | 204 | +1,670 | 7.38% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 24,172 | 1,335 | 0.07% | 0.06% | 205 | +4,281 | 21.52% | Q1 2026 | Apr 23, 2026 |
| ERn Financial, LLC | History | Added to | 23,829 | 1,316 | 0.25% | 0.25% | 206 | +420 | 1.79% | Q1 2026 | Apr 24, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 23,635 | 1,305 | 0.16% | 0.03% | 207 | +19,597 | 485.31% | Q1 2026 | Apr 23, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 22,824 | 1,260 | 1.06% | 1.1% | 208 | +182 | 0.8% | Q1 2026 | Apr 22, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 22,800 | 1,259 | 0.1% | 0.09% | 209 | -500 | -2.15% | Q1 2026 | Apr 28, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 22,720 | 1,255 | 0.05% | 0.02% | 210 | +14,218 | 167.23% | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 22,669 | 1,252 | 0.04% | 0.06% | 211 | -6,896 | -23.32% | Q1 2026 | Apr 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 21,403 | 1,250 | 0.02% | 0.09% | 212 | -14,014 | -39.57% | Q1 2026 | May 01, 2026 |
| IFC & Insurance Marketing, Inc. | History | Reduced | 22,160 | 1,224 | 1.28% | 6.16% | 213 | -87,438 | -79.78% | Q1 2026 | Apr 16, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 21,314 | 1,223 | 0.07% | 0.07% | 214 | +1,035 | 5.1% | Q1 2026 | Apr 17, 2026 |
| Code Waechter LLC | History | No change | 21,969 | 1,213 | 0.72% | 0.8% | 215 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 21,648 | 1,195 | 0.06% | 0.03% | 216 | +10,309 | 90.92% | Q1 2026 | Apr 28, 2026 |
| Prospect Financial Services LLC | History | Reduced | 21,514 | 1,188 | 0.73% | 0.71% | 217 | -402 | -1.83% | Q1 2026 | Apr 24, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 20,786 | 1,148 | 0.66% | 0.64% | 218 | +1,050 | 5.32% | Q1 2026 | Apr 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 20,300 | 1,121 | 0.0% | 0.0% | 219 | -80,223 | -79.81% | Q1 2026 | May 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 20,117 | 1,111 | 0.34% | 0.25% | 220 | -120 | -0.59% | Q1 2026 | May 12, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 20,004 | 1,105 | 0.46% | 0.68% | 221 | -5,239 | -20.75% | Q1 2026 | Apr 17, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Added to | 19,960 | 1,102 | 0.71% | 0.71% | 222 | +211 | 1.07% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Added to | 19,881 | 1,098 | 0.01% | 0.01% | 223 | +447 | 2.3% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 18,624 | 1,094 | 0.15% | 0.01% | 224 | +17,808 | 2182.35% | Q1 2026 | May 06, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 19,791 | 1,093 | 0.02% | 0.02% | 225 | +237 | 1.21% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 19,768 | 1,092 | 0.0% | 0.0% | 226 | +356 | 1.83% | Q1 2026 | May 12, 2026 |
| LVZ, Inc. | History | Added to | 19,547 | 1,079 | 0.12% | 0.12% | 227 | +598 | 3.16% | Q1 2026 | Apr 28, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 19,498 | 1,077 | 0.26% | 0.07% | 228 | +15,149 | 348.33% | Q1 2026 | May 07, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 19,388 | 1,070 | 0.43% | 0.35% | 229 | +3,943 | 25.53% | Q1 2026 | Apr 29, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 19,229 | 1,062 | 0.25% | 0.25% | 230 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CPC Advisors, LLC | History | Reduced | 18,744 | 1,035 | 0.17% | 0.12% | 231 | -2,778 | -12.91% | Q1 2026 | Apr 16, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 17,981 | 1,033 | 0.3% | 0.31% | 232 | +245 | 1.38% | Q1 2026 | Apr 16, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 18,432 | 1,018 | 0.05% | 0.05% | 233 | -189 | -1.01% | Q1 2026 | May 18, 2026 |
| Onyx Financial Advisors, LLC | History | Added to | 18,428 | 1,017 | 0.42% | 0.38% | 234 | +2,577 | 16.26% | Q1 2026 | Apr 14, 2026 |
| Focus Partners Wealth | History | Added to | 18,347 | 1,013 | 0.0% | 0.0% | 235 | +5,572 | 43.62% | Q1 2026 | May 14, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 18,359 | 1,011 | 0.28% | 0.28% | 236 | +1,269 | 7.43% | Q1 2026 | Apr 08, 2026 |
| Independent Wealth Network Inc. | History | Added to | 18,213 | 1,006 | 0.3% | 0.25% | 237 | +3,839 | 26.71% | Q1 2026 | Apr 20, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 17,580 | 971 | 0.32% | 0.41% | 238 | -2,121 | -10.77% | Q1 2026 | May 12, 2026 |
| XML Financial, LLC | History | New | 17,439 | 963 | 0.08% | — | 239 | +17,439 | New | Q1 2026 | Apr 16, 2026 |
| Regal Investment Advisors LLC | History | Added to | 17,121 | 945 | 0.05% | 0.05% | 240 | +1,463 | 9.34% | Q1 2026 | May 14, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 16,769 | 926 | 0.6% | 0.57% | 241 | +1,593 | 10.5% | Q1 2026 | May 20, 2026 |
| Fiduciary Alliance LLC | History | Added to | 15,587 | 906 | 0.05% | 0.05% | 242 | +1,327 | 9.31% | Q1 2026 | Apr 20, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 16,210 | 895 | 0.21% | 0.1% | 243 | +8,998 | 124.76% | Q1 2026 | Apr 17, 2026 |
| BXM Wealth LLC | History | No change | 16,000 | 883 | 0.68% | 0.7% | 244 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Larson Financial Group LLC | History | Added to | 15,911 | 878 | 0.03% | 0.02% | 245 | +2,845 | 21.77% | Q1 2026 | May 15, 2026 |
| Hilton Capital Management, LLC | History | Reduced | 15,865 | 876 | 0.07% | 0.08% | 246 | -2,760 | -14.82% | Q1 2026 | May 14, 2026 |
| Elite Financial, Inc. | History | Added to | 15,649 | 864 | 0.39% | 0.16% | 247 | +9,548 | 156.5% | Q1 2026 | May 12, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 15,504 | 856 | 0.56% | 0.53% | 248 | +1,789 | 13.04% | Q1 2026 | Apr 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 15,070 | 832 | 0.03% | 0.04% | 249 | -4,117 | -21.46% | Q1 2026 | May 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 15,022 | 829 | 0.03% | 0.03% | 250 | +119 | 0.8% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 14,498 | 800 | 0.03% | 0.03% | 251 | +152 | 1.06% | Q1 2026 | May 12, 2026 |
| LeClair Wealth Partners LLC | History | New | 14,368 | 793 | 0.27% | — | 253 | +14,368 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Added to | 14,368 | 793 | 0.27% | 0.29% | 252 | +164 | 1.15% | Q1 2026 | May 05, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 14,194 | 784 | 0.12% | 0.12% | 254 | -511 | -3.48% | Q1 2026 | May 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 13,872 | 766 | 0.0% | 0.01% | 255 | -3,143 | -18.47% | Q1 2026 | Apr 30, 2026 |
| Glassman Wealth Services | History | No change | 13,850 | 765 | 0.1% | 0.11% | 256 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | New | 13,561 | 749 | 0.01% | — | 257 | +13,561 | New | Q1 2026 | Apr 16, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Reduced | 13,456 | 743 | 0.04% | 0.04% | 258 | -579 | -4.13% | Q1 2026 | Apr 13, 2026 |
| BROWN ADVISORY INC | History | No change | 13,456 | 743 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Reduced | 13,302 | 734 | 0.7% | 0.73% | 260 | -442 | -3.22% | Q1 2026 | Apr 14, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 13,162 | 727 | 0.08% | 0.2% | 261 | -20,443 | -60.83% | Q1 2026 | Apr 28, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 12,605 | 720 | 0.05% | 0.05% | 262 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 12,748 | 704 | 0.05% | 0.06% | 263 | +78 | 0.62% | Q1 2026 | Apr 17, 2026 |
| First Heartland Consultants, Inc. | History | New | 12,650 | 698 | 0.05% | — | 265 | +12,650 | New | Q1 2026 | Apr 08, 2026 |
| NICOLET BANKSHARES INC | History | New | 12,605 | 698 | 0.03% | — | 264 | +12,605 | New | Q1 2026 | May 14, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 12,478 | 689 | 0.51% | 0.5% | 266 | +843 | 7.25% | Q1 2026 | May 05, 2026 |
| bLong Financial, LLC | History | New | 12,376 | 683 | 0.52% | — | 267 | +12,376 | New | Q1 2026 | Apr 21, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 11,618 | 682 | 0.36% | 0.0% | 268 | +11,500 | 9745.76% | Q1 2026 | May 11, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 12,221 | 675 | 0.74% | 0.71% | 269 | +892 | 7.87% | Q1 2026 | Apr 07, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 12,068 | 666 | 0.08% | 0.08% | 270 | +665 | 5.83% | Q1 2026 | May 05, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Added to | 12,020 | 663 | 0.33% | 0.3% | 271 | +375 | 3.22% | Q1 2026 | Apr 16, 2026 |
| Focus Financial Network, Inc. | History | Added to | 11,936 | 659 | 0.02% | 0.02% | 272 | +311 | 2.68% | Q1 2026 | Apr 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 11,700 | 646 | 0.0% | — | 273 | +11,700 | New | Q1 2026 | May 15, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 11,668 | 644 | 0.22% | 0.22% | 274 | +477 | 4.26% | Q1 2026 | May 13, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 11,500 | 635 | 0.06% | — | 276 | +11,500 | New | Q1 2026 | May 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 11,518 | 635 | 0.08% | 0.09% | 275 | +360 | 3.23% | Q1 2026 | Apr 15, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 10,699 | 633 | 0.04% | 0.05% | 277 | -699 | -6.13% | Q1 2026 | May 12, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 11,397 | 629 | 0.15% | 0.1% | 278 | +3,345 | 41.54% | Q1 2026 | Apr 20, 2026 |
| Ancora Advisors LLC | History | Added to | 11,383 | 628 | 0.01% | 0.01% | 279 | +108 | 0.96% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Added to | 11,248 | 621 | 0.03% | 0.01% | 280 | +5,576 | 98.31% | Q1 2026 | May 14, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 10,827 | 619 | 0.07% | 0.08% | 281 | -546 | -4.8% | Q1 2026 | Apr 22, 2026 |
| Live Oak Investment Partners | History | Reduced | 11,184 | 617 | 0.36% | 0.56% | 282 | -4,810 | -30.07% | Q1 2026 | Apr 29, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 10,827 | 598 | 0.01% | 0.01% | 283 | +3,500 | 47.77% | Q1 2026 | May 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 10,664 | 589 | 0.24% | — | 284 | +10,664 | New | Q1 2026 | Apr 14, 2026 |
| RCS Financial Planning, LLC | History | New | 10,310 | 569 | 0.3% | — | 285 | +10,310 | New | Q1 2026 | Apr 21, 2026 |
| Sound Income Strategies, LLC | History | Added to | 10,114 | 560 | 0.03% | 0.03% | 286 | +820 | 8.82% | Q1 2026 | Apr 27, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 10,008 | 552 | 0.07% | 0.07% | 287 | +629 | 6.71% | Q1 2026 | May 12, 2026 |
| Widmann Financial Services, Inc. | History | Added to | 9,932 | 548 | 0.33% | 0.34% | 288 | +207 | 2.13% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 9,840 | 543 | 0.0% | 0.0% | 289 | -29,451 | -74.96% | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 9,774 | 539 | 0.08% | 0.14% | 291 | -5,218 | -34.81% | Q1 2026 | May 08, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 9,775 | 539 | 0.13% | 0.14% | 290 | -200 | -2.01% | Q1 2026 | Apr 17, 2026 |
| Monetary Solutions, Ltd | History | Added to | 9,654 | 533 | 0.52% | 0.03% | 292 | +9,189 | 1976.13% | Q1 2026 | May 01, 2026 |
| Arax Advisory Partners | History | Reduced | 9,574 | 528 | 0.01% | 0.05% | 293 | -18,705 | -66.14% | Q1 2026 | May 13, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 9,179 | 507 | 0.05% | 0.04% | 294 | +1,812 | 24.6% | Q1 2026 | May 06, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 9,153 | 505 | 0.13% | 0.14% | 295 | -286 | -3.03% | Q1 2026 | Apr 22, 2026 |
| Redwood Financial Network Corp | History | Added to | 9,106 | 503 | 0.33% | 0.22% | 297 | +3,138 | 52.58% | Q1 2026 | May 14, 2026 |
| GWN SECURITIES INC. | History | Added to | 9,108 | 503 | 0.1% | 0.09% | 296 | +970 | 11.92% | Q1 2026 | May 14, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 8,962 | 495 | 0.06% | 0.04% | 298 | +2,955 | 49.19% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 8,786 | 485 | 0.02% | 0.01% | 299 | +4,942 | 128.56% | Q1 2026 | May 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 8,698 | 480 | 0.03% | 0.03% | 300 | +469 | 5.7% | Q1 2026 | May 13, 2026 |