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.
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 7,499,779 | 452,161 | 0.1% | 0.1% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,192,336 | 193,870 | 0.25% | 0.23% | 2 | +204,983 | 6.86% | Q3 2026 | Nov 02, 2026 |
| Retirement Planning Group, LLC | History | Added to | 2,910,814 | 176,773 | 4.41% | 4.33% | 3 | +86,992 | 3.08% | Q3 2026 | Oct 19, 2026 |
| MORGAN STANLEY | History | No change | 2,713,339 | 163,587 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,581,834 | 155,658 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,541,625 | 153,234 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,331,510 | 140,566 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,175,133 | 131,247 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 2,117,713 | 127,676 | 0.12% | 0.12% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,984,267 | 119,669 | 0.14% | 0.14% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 1,888,109 | 113,834 | 0.85% | 0.85% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,855,417 | 111,863 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,788,968 | 108,644 | 0.31% | 0.28% | 13 | +348,680 | 24.21% | Q3 2026 | Nov 02, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 1,485,352 | 90,205 | 1.34% | 1.3% | 14 | +84,586 | 6.04% | Q3 2026 | Oct 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 914,634 | 55,143 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 816,312 | 49,215 | 0.75% | 0.75% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 765,260 | 46,474 | 0.1% | 0.11% | 17 | -12,137 | -1.56% | Q3 2026 | Nov 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 753,964 | 45,456 | 0.09% | 0.09% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 707,299 | 42,954 | 6.65% | 6.53% | 19 | +46,262 | 7.0% | Q3 2026 | Oct 27, 2026 |
| Kestra Investment Management, LLC | History | Added to | 694,754 | 42,192 | 0.8% | 0.81% | 20 | +1,941 | 0.28% | Q3 2026 | Nov 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 639,618 | 38,562 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 618,442 | 37,557 | 3.46% | 4.05% | 22 | -21,978 | -3.43% | Q3 2026 | Oct 27, 2026 |
| Allworth Financial LP | History | No change | 586,977 | 35,388 | 0.15% | 0.15% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 566,766 | 34,170 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 537,233 | 32,389 | 0.15% | 0.15% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 425,445 | 25,837 | 3.85% | 3.77% | 26 | -8,390 | -1.93% | Q3 2026 | Nov 03, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 403,891 | 24,350 | 2.36% | 2.36% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 388,863 | 23,930 | 0.04% | 0.04% | 28 | -3,390 | -0.86% | Q3 2026 | Oct 13, 2026 |
| AA Financial Advisors, LLC | History | Added to | 376,204 | 22,846 | 2.72% | 2.33% | 29 | +55,029 | 17.13% | Q3 2026 | Oct 19, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 329,450 | 20,007 | 4.34% | 4.2% | 30 | +18,500 | 5.95% | Q3 2026 | Nov 03, 2026 |
| Milestone Investment Advisors LLC | History | No change | 324,499 | 19,564 | 4.23% | 4.23% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 306,832 | 18,498 | 0.11% | 0.11% | 32 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 301,688 | 18,321 | 0.1% | 0.1% | 33 | +1,435 | 0.48% | Q3 2026 | Oct 27, 2026 |
| Stratos Investment Management, LLC | History | No change | 303,753 | 18,313 | 0.66% | 0.66% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 294,506 | 17,755 | 2.6% | 2.6% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 289,420 | 17,576 | 2.18% | 0.75% | 36 | +191,657 | 196.04% | Q3 2026 | Oct 15, 2026 |
| IFP Advisors, Inc | History | Added to | 278,832 | 16,933 | 0.29% | 0.29% | 37 | +15,498 | 5.89% | Q3 2026 | Oct 16, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 278,629 | 16,798 | 4.53% | 4.53% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 257,901 | 15,662 | 0.15% | 0.16% | 39 | -22,555 | -8.04% | Q3 2026 | Oct 20, 2026 |
| World Investment Advisors | History | No change | 281,528 | 15,579 | 0.26% | 0.26% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 252,064 | 15,196 | 0.1% | 0.1% | 41 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Prentice Wealth Management LLC | History | Added to | 247,269 | 15,016 | 3.05% | 3.03% | 42 | +3,517 | 1.44% | Q3 2026 | Oct 20, 2026 |
| Clark Wealth Partners | History | Added to | 245,248 | 14,893 | 7.73% | 8.14% | 43 | +6,088 | 2.55% | Q3 2026 | Oct 16, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 235,945 | 14,328 | 3.6% | 3.57% | 44 | +7,953 | 3.49% | Q3 2026 | Oct 08, 2026 |
| GTS SECURITIES LLC | History | No change | 235,485 | 14,197 | 0.3% | 0.3% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 235,327 | 14,187 | 3.47% | 3.47% | 46 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FMR LLC | History | No change | 233,218 | 14,060 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 222,863 | 13,436 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Advisory Services Network, LLC | History | No change | 221,603 | 13,360 | 0.15% | 0.15% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 219,942 | 13,260 | 1.26% | 1.26% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Performance Wealth Partners, LLC | History | No change | 219,333 | 13,223 | 0.33% | 0.33% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SHP Wealth Management | History | No change | 210,776 | 12,707 | 0.87% | 0.87% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 207,824 | 12,621 | 0.64% | 0.84% | 53 | -36,044 | -14.78% | Q3 2026 | Oct 21, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 206,657 | 12,459 | 4.57% | 4.57% | 54 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 195,411 | 11,781 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 192,252 | 11,675 | 0.01% | 0.02% | 56 | -31,952 | -14.25% | Q3 2026 | Oct 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 192,316 | 11,594 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Added to | 184,271 | 11,190 | 0.03% | 0.03% | 58 | +28,603 | 18.37% | Q3 2026 | Nov 04, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 182,812 | 11,102 | 0.15% | 0.08% | 59 | +75,919 | 71.02% | Q3 2026 | Oct 08, 2026 |
| Cyr Financial Inc. | History | Added to | 182,288 | 11,070 | 5.38% | 5.27% | 60 | +14,458 | 8.61% | Q3 2026 | Oct 16, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 182,800 | 11,021 | 2.46% | 2.46% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Janney Montgomery Scott LLC | History | No change | 181,144 | 10,921 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 174,611 | 10,527 | 0.51% | 0.51% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 169,364 | 10,211 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 173,197 | 9,948 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Powers Advisory Group, LLC | History | Added to | 163,379 | 9,922 | 3.01% | 2.95% | 66 | +7,219 | 4.62% | Q3 2026 | Oct 14, 2026 |
| BG Investment Services, LLC | History | Added to | 162,641 | 9,874 | 1.47% | 5.46% | 67 | +36,804 | 29.25% | Q3 2026 | Oct 23, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 162,202 | 9,850 | 1.12% | 0.98% | 68 | +22,189 | 15.85% | Q3 2026 | Oct 16, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 163,059 | 9,830 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 159,487 | 9,685 | 0.11% | 0.08% | 70 | +51,694 | 47.96% | Q3 2026 | Oct 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 159,980 | 9,645 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 155,252 | 9,360 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 150,033 | 9,045 | 0.1% | 0.1% | 73 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Base Wealth Management LLC | History | Added to | 148,618 | 9,025 | 4.01% | 3.98% | 74 | +6,677 | 4.7% | Q3 2026 | Oct 21, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Added to | 147,822 | 8,977 | 2.53% | 2.12% | 75 | +26,019 | 21.36% | Q3 2026 | Oct 27, 2026 |
| Kovack Advisors, Inc. | History | No change | 147,703 | 8,962 | 0.43% | 0.43% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 147,801 | 8,911 | 0.37% | 0.37% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 147,766 | 8,908 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 147,741 | 8,907 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| New Insight Wealth Advisors | History | No change | 147,453 | 8,889 | 2.62% | 2.62% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Blueprint, LLC | History | Added to | 142,117 | 8,630 | 0.42% | 0.42% | 81 | +3,164 | 2.28% | Q3 2026 | Oct 22, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 139,936 | 8,498 | 2.65% | 2.57% | 82 | +3,953 | 2.91% | Q3 2026 | Oct 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 134,781 | 8,125 | 0.12% | 0.12% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 133,560 | 8,111 | 2.04% | 2.01% | 84 | +1,176 | 0.89% | Q3 2026 | Oct 26, 2026 |
| Investment Advisory Services Group LLC | History | No change | 134,161 | 8,088 | 5.92% | 5.92% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Merit Financial Group, LLC | History | No change | 133,960 | 8,076 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Neuberger Berman Group LLC | History | No change | 130,630 | 7,875 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | No change | 130,417 | 7,862 | 5.46% | 5.46% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth, LLC/TN | History | Reduced | 124,075 | 7,688 | 3.68% | 4.68% | 89 | -24,584 | -16.54% | Q3 2026 | Oct 27, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 124,878 | 7,676 | 0.35% | 0.34% | 90 | +2,183 | 1.78% | Q3 2026 | Oct 15, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 119,973 | 7,422 | 2.42% | 3.86% | 91 | -66,247 | -35.57% | Q3 2026 | Oct 19, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 120,303 | 7,306 | 0.09% | 0.09% | 92 | +2,349 | 1.99% | Q3 2026 | Oct 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 119,976 | 7,233 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 119,320 | 7,193 | 0.09% | 0.09% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 116,642 | 7,083 | 0.08% | 0.07% | 95 | +6,709 | 6.1% | Q3 2026 | Oct 30, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 114,586 | 6,958 | 0.49% | 0.44% | 96 | +9,394 | 8.93% | Q3 2026 | Oct 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 113,185 | 6,873 | 0.07% | 0.07% | 97 | +7,760 | 7.36% | Q3 2026 | Oct 26, 2026 |
| Wayfinding Financial, LLC | History | No change | 113,541 | 6,845 | 2.59% | 2.59% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 111,477 | 6,770 | 0.79% | 0.79% | 99 | -269 | -0.24% | Q3 2026 | Oct 13, 2026 |
| High Point Wealth Management, LLC | History | Added to | 110,727 | 6,724 | 5.32% | 5.35% | 100 | +2,322 | 2.14% | Q3 2026 | Nov 04, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 108,516 | 6,590 | 3.77% | 3.85% | 101 | +767 | 0.71% | Q3 2026 | Oct 28, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 107,374 | 6,520 | 0.76% | 0.77% | 102 | -681 | -0.63% | Q3 2026 | Oct 13, 2026 |
| HighTower Advisors, LLC | History | No change | 101,554 | 6,122 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 99,465 | 5,996 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 92,798 | 5,635 | 0.25% | 0.26% | 105 | +787 | 0.86% | Q3 2026 | Nov 04, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 90,152 | 5,474 | 0.52% | 0.55% | 106 | +1,832 | 2.07% | Q3 2026 | Oct 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 90,320 | 5,445 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 89,973 | 5,424 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valued Retirements, Inc. | History | No change | 89,794 | 5,413 | 4.86% | 4.86% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 88,714 | 5,348 | 0.13% | 0.13% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 84,800 | 5,149 | 1.67% | 1.99% | 111 | -2,082 | -2.4% | Q3 2026 | Oct 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 83,565 | 5,074 | 0.19% | 0.21% | 112 | -7,654 | -8.39% | Q3 2026 | Oct 26, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 83,933 | 5,060 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essex Financial Services, Inc. | History | No change | 81,352 | 4,904 | 0.24% | 0.24% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fullerton Advisors, LLC | History | Reduced | 80,034 | 4,860 | 4.53% | 4.97% | 115 | -8,050 | -9.14% | Q3 2026 | Oct 14, 2026 |
| Clearwave Capital, LLC | History | Added to | 77,237 | 4,690 | 2.46% | 2.41% | 116 | +4,765 | 6.57% | Q3 2026 | Oct 27, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 75,860 | 4,606 | 0.21% | 0.15% | 117 | +31,169 | 69.74% | Q3 2026 | Oct 28, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 75,583 | 4,590 | 0.5% | 0.46% | 118 | +8,454 | 12.59% | Q3 2026 | Oct 16, 2026 |
| Storen Legacy Partners, LLC | History | No change | 73,536 | 4,433 | 1.21% | 1.21% | 119 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 72,245 | 4,387 | 2.17% | 2.15% | 120 | -985 | -1.35% | Q3 2026 | Oct 26, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 72,161 | 4,382 | 0.23% | 0.23% | 121 | +75 | 0.1% | Q3 2026 | Oct 29, 2026 |
| BFC Planning, Inc. | History | No change | 71,738 | 4,325 | 0.18% | 0.18% | 122 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 70,543 | 4,284 | 0.6% | 0.55% | 123 | +11,827 | 20.14% | Q3 2026 | Nov 04, 2026 |
| PFG Advisors | History | Reduced | 70,504 | 4,281 | 0.22% | 0.24% | 124 | -8,426 | -10.68% | Q3 2026 | Oct 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 70,361 | 4,273 | 0.08% | 0.08% | 125 | -1,724 | -2.39% | Q3 2026 | Oct 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 69,102 | 4,166 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Landing Point Financial Group, LLC | History | No change | 68,311 | 4,118 | 1.4% | 1.4% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Axis Wealth Partners, LLC | History | No change | 67,048 | 4,042 | 1.94% | 1.94% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Slagle Financial, LLC | History | No change | 66,478 | 4,007 | 1.2% | 1.2% | 129 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 64,262 | 3,904 | 1.23% | 1.23% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 63,558 | 3,859 | 0.19% | 0.19% | 131 | -1,148 | -1.77% | Q3 2026 | Nov 02, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 62,913 | 3,793 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 61,241 | 3,719 | 0.89% | 0.92% | 133 | -2,129 | -3.36% | Q3 2026 | Oct 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 61,459 | 3,705 | 0.22% | 0.22% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 61,351 | 3,698 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 59,522 | 3,614 | 0.98% | 0.97% | 136 | -4,945 | -7.67% | Q3 2026 | Oct 26, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 59,062 | 3,560 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 58,696 | 3,538 | 0.43% | 0.43% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 57,912 | 3,517 | 0.35% | 0.32% | 139 | -483 | -0.83% | Q3 2026 | Oct 14, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 58,217 | 3,509 | 1.68% | 1.68% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 57,998 | 3,496 | 0.07% | 0.07% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Old Mission Investment Co LLC | History | Reduced | 56,205 | 3,413 | 0.7% | 0.72% | 142 | -858 | -1.5% | Q3 2026 | Oct 22, 2026 |
| Sigma Planning Corp | History | Added to | 53,924 | 3,274 | 0.08% | 0.06% | 143 | +11,860 | 28.2% | Q3 2026 | Oct 23, 2026 |
| Advyzon Investment Management, LLC | History | No change | 53,871 | 3,247 | 0.24% | 0.24% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 53,152 | 3,227 | 1.66% | 1.64% | 145 | +241 | 0.46% | Q3 2026 | Oct 19, 2026 |
| Savvy Advisors, Inc. | History | No change | 53,348 | 3,216 | 0.07% | 0.07% | 146 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 49,693 | 3,017 | 0.46% | 0.44% | 147 | +5,418 | 12.24% | Q3 2026 | Oct 21, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 47,282 | 2,850 | 0.08% | 0.08% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 47,197 | 2,845 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fortitude Financial, LLC | History | Added to | 45,949 | 2,790 | 1.31% | 0.27% | 150 | +40,977 | 824.16% | Q3 2026 | Oct 19, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 46,255 | 2,788 | 0.07% | 0.07% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 45,760 | 2,778 | 0.28% | 0.29% | 152 | -2,347 | -4.88% | Q3 2026 | Oct 14, 2026 |
| Mosley Wealth Management | History | Added to | 44,549 | 2,752 | 0.8% | 0.78% | 153 | +3,867 | 9.51% | Q3 2026 | Oct 16, 2026 |
| Waverly Advisors, LLC | History | No change | 45,455 | 2,740 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 45,269 | 2,729 | 0.37% | 0.37% | 155 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 44,646 | 2,711 | 0.02% | 0.02% | 156 | +449 | 1.02% | Q3 2026 | Oct 16, 2026 |
| S&A Financial Services, Inc. | History | Reduced | 44,569 | 2,706 | 1.67% | 1.64% | 157 | -86 | -0.19% | Q3 2026 | Nov 02, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 44,106 | 2,678 | 0.04% | 0.13% | 158 | -91,027 | -67.36% | Q3 2026 | Oct 28, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 43,292 | 2,629 | 0.01% | 0.01% | 159 | -525 | -1.2% | Q3 2026 | Oct 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 42,386 | 2,574 | 0.1% | 0.1% | 160 | +10,439 | 32.68% | Q3 2026 | Oct 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 42,545 | 2,565 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 41,974 | 2,549 | 0.12% | 0.11% | 162 | +3,970 | 10.45% | Q3 2026 | Oct 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 42,171 | 2,542 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 41,285 | 2,507 | 0.98% | 1.53% | 164 | -24,417 | -37.16% | Q3 2026 | Oct 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 41,533 | 2,504 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 41,104 | 2,478 | 1.34% | 1.34% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 41,061 | 2,475 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westside Investment Management, Inc. | History | Added to | 39,790 | 2,416 | 0.31% | 0.3% | 168 | +2,442 | 6.54% | Q3 2026 | Nov 02, 2026 |
| Hilltop Holdings Inc. | History | No change | 39,483 | 2,380 | 0.18% | 0.18% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 39,198 | 2,363 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 38,729 | 2,352 | 0.25% | 0.23% | 171 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| EP Wealth Advisors, LLC | History | No change | 38,355 | 2,312 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rose Capital Advisors LLC | History | New | 38,056 | 2,311 | 0.56% | — | 173 | +38,056 | New | Q3 2026 | Nov 04, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 37,424 | 2,272 | 0.35% | 0.37% | 174 | -1,961 | -4.98% | Q3 2026 | Nov 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 37,035 | 2,232 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PFG Investments, LLC | History | No change | 36,838 | 2,220 | 0.09% | 0.09% | 176 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 36,101 | 2,192 | 0.1% | 0.02% | 177 | +28,663 | 385.36% | Q3 2026 | Oct 28, 2026 |
| AE Wealth Management LLC | History | No change | 36,317 | 2,189 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 35,190 | 2,121 | 0.43% | 0.43% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARWA LLC | History | Added to | 34,129 | 2,114 | 0.78% | 0.8% | 180 | +3,266 | 10.58% | Q3 2026 | Oct 21, 2026 |
| Capital Analysts, LLC | History | No change | 34,765 | 2,096 | 0.05% | 0.05% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sowell Financial Services LLC | History | Reduced | 34,091 | 2,070 | 0.07% | 0.09% | 182 | -10,613 | -23.74% | Q3 2026 | Oct 23, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 33,851 | 2,040 | 0.13% | 0.13% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 33,081 | 2,009 | 0.03% | 0.04% | 184 | -3,879 | -10.5% | Q3 2026 | Nov 03, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 32,041 | 1,945 | 0.91% | 0.89% | 185 | -462 | -1.42% | Q3 2026 | Oct 28, 2026 |
| CLG LLC | History | Added to | 31,761 | 1,928 | 0.4% | 0.42% | 186 | +183 | 0.58% | Q3 2026 | Oct 13, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 31,313 | 1,901 | 0.41% | 0.41% | 187 | +228 | 0.73% | Q3 2026 | Nov 03, 2026 |
| Ballew Advisors, Inc | History | Reduced | 30,029 | 1,829 | 0.91% | 0.95% | 188 | -11 | -0.04% | Q3 2026 | Oct 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 29,952 | 1,819 | 0.07% | 0.06% | 189 | +5,699 | 23.5% | Q3 2026 | Oct 23, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 29,849 | 1,812 | 0.53% | 0.56% | 190 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 29,710 | 1,804 | 0.02% | 0.02% | 191 | +564 | 1.94% | Q3 2026 | Oct 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 29,549 | 1,794 | 0.03% | 0.03% | 192 | +1,220 | 4.31% | Q3 2026 | Oct 22, 2026 |
| Element Wealth, LLC | History | No change | 29,676 | 1,789 | 0.67% | 0.67% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 29,305 | 1,779 | 0.55% | 0.41% | 194 | +2,956 | 11.22% | Q3 2026 | Oct 20, 2026 |
| Bank of New York Mellon Corp | History | No change | 29,034 | 1,750 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Valmark Advisers, Inc. | History | No change | 29,004 | 1,748 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 28,773 | 1,747 | 0.33% | 0.35% | 197 | -2,092 | -6.78% | Q3 2026 | Oct 21, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 28,515 | 1,731 | 0.33% | 0.43% | 198 | -5,914 | -17.18% | Q3 2026 | Oct 14, 2026 |
| Integrated Advisors Network LLC | History | Added to | 28,243 | 1,715 | 0.08% | 0.08% | 199 | +645 | 2.34% | Q3 2026 | Oct 20, 2026 |
| Creative Planning | History | Added to | 28,040 | 1,702 | 0.0% | 0.0% | 200 | +7,585 | 37.08% | Q3 2026 | Nov 02, 2026 |
| XML Financial, LLC | History | Added to | 27,132 | 1,647 | 0.12% | 0.11% | 201 | +2,589 | 10.55% | Q3 2026 | Oct 29, 2026 |
| Prospect Financial Services LLC | History | No change | 27,225 | 1,641 | 0.83% | 0.83% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OneAscent Financial Services LLC | History | No change | 27,123 | 1,635 | 0.08% | 0.08% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 26,147 | 1,587 | 0.05% | 0.04% | 204 | +1,849 | 7.61% | Q3 2026 | Oct 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 25,957 | 1,576 | 0.07% | 0.07% | 205 | +702 | 2.78% | Q3 2026 | Nov 04, 2026 |
| Focus Partners Wealth | History | No change | 25,995 | 1,567 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 25,246 | 1,559 | 0.02% | 0.02% | 207 | +2,393 | 10.47% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 25,246 | 1,559 | 0.02% | 0.02% | 208 | +2,393 | 10.47% | Q3 2026 | Oct 20, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 24,918 | 1,536 | 0.19% | 0.15% | 209 | +6,145 | 32.73% | Q3 2026 | Oct 16, 2026 |
| Certified Advisory Corp | History | Reduced | 25,253 | 1,533 | 0.13% | 0.14% | 210 | -2,579 | -9.27% | Q3 2026 | Oct 29, 2026 |
| Clare Market Investments LLC | History | No change | 24,800 | 1,495 | 0.27% | 0.27% | 211 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ERn Financial, LLC | History | Reduced | 24,147 | 1,466 | 0.24% | 0.24% | 212 | -73 | -0.3% | Q3 2026 | Oct 28, 2026 |
| Onyx Financial Advisors, LLC | History | Added to | 23,766 | 1,443 | 0.51% | 0.46% | 213 | +2,705 | 12.84% | Q3 2026 | Oct 21, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 23,470 | 1,415 | 0.12% | 0.12% | 214 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 23,205 | 1,399 | 0.24% | 0.24% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Wealth Partners, LLC | History | No change | 22,800 | 1,384 | 0.09% | 0.1% | 216 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 22,721 | 1,369 | 0.12% | 0.12% | 217 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 22,528 | 1,368 | 0.07% | 0.07% | 218 | +727 | 3.33% | Q3 2026 | Oct 28, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 22,526 | 1,368 | 1.03% | 1.01% | 219 | +129 | 0.58% | Q3 2026 | Oct 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 22,600 | 1,362 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 22,483 | 1,355 | 0.46% | 0.46% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Everest Financial Group LLC | History | No change | 22,227 | 1,340 | 0.18% | 0.18% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Code Waechter LLC | History | No change | 21,969 | 1,334 | 0.63% | 0.68% | 223 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Madison Wealth Partners, Inc | History | No change | 22,024 | 1,327 | 0.17% | 0.17% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Independent Wealth Network Inc. | History | Added to | 21,849 | 1,326 | 0.33% | 0.3% | 226 | +2,409 | 12.39% | Q3 2026 | Oct 19, 2026 |
| Qube Research & Technologies Ltd | History | No change | 22,007 | 1,326 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 21,743 | 1,320 | 0.24% | 0.24% | 227 | +10 | 0.05% | Q3 2026 | Oct 23, 2026 |
| Carolina Wealth Management Inc | History | Added to | 21,576 | 1,310 | 0.56% | 0.6% | 228 | +48 | 0.22% | Q3 2026 | Oct 29, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 21,298 | 1,293 | 0.06% | 0.05% | 229 | +6,412 | 43.07% | Q3 2026 | Oct 13, 2026 |
| LVZ, Inc. | History | Reduced | 21,034 | 1,277 | 0.13% | 0.13% | 230 | -264 | -1.24% | Q3 2026 | Oct 20, 2026 |
| Sovran Advisors, LLC | History | Reduced | 20,039 | 1,260 | 0.09% | 0.12% | 231 | -5,487 | -21.5% | Q3 2026 | Oct 30, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 20,701 | 1,248 | 0.67% | 0.67% | 232 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 20,542 | 1,247 | 0.45% | 0.41% | 233 | +1,614 | 8.53% | Q3 2026 | Oct 29, 2026 |
| Hilton Capital Management, LLC | History | No change | 20,095 | 1,211 | 0.08% | 0.08% | 234 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 19,891 | 1,199 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 19,229 | 1,167 | 0.24% | 0.25% | 236 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 19,337 | 1,165 | 0.05% | 0.05% | 237 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Brookstone Capital Management | History | Added to | 18,888 | 1,147 | 0.01% | 0.01% | 238 | +1,605 | 9.29% | Q3 2026 | Oct 22, 2026 |
| RFG Advisory, LLC | History | Added to | 18,005 | 1,093 | 0.02% | 0.0% | 239 | +14,590 | 427.23% | Q3 2026 | Nov 03, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 18,122 | 1,092 | 0.59% | 0.59% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regal Investment Advisors LLC | History | No change | 17,899 | 1,079 | 0.06% | 0.06% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 17,779 | 1,071 | 0.26% | 0.26% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nova Wealth Management, Inc. | History | No change | 17,742 | 1,069 | 0.59% | 0.59% | 243 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 17,617 | 1,062 | 0.33% | 0.33% | 244 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Elite Financial, Inc. | History | No change | 17,550 | 1,058 | 0.43% | 0.43% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 17,361 | 1,054 | 0.24% | 0.27% | 246 | -408 | -2.3% | Q3 2026 | Oct 16, 2026 |
| Larson Financial Group LLC | History | No change | 17,210 | 1,037 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 17,032 | 1,034 | 0.28% | 0.29% | 248 | +98 | 0.58% | Q3 2026 | Oct 16, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 17,000 | 1,032 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 16,983 | 1,031 | 0.58% | 0.52% | 250 | +1,838 | 12.14% | Q3 2026 | Nov 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 16,818 | 1,021 | 0.02% | 0.01% | 251 | +8,088 | 92.65% | Q3 2026 | Oct 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 16,264 | 985 | 0.06% | 0.12% | 252 | -17,100 | -51.25% | Q3 2026 | Nov 02, 2026 |
| Fiduciary Alliance LLC | History | Added to | 16,211 | 984 | 0.07% | 0.06% | 253 | +706 | 4.55% | Q3 2026 | Oct 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 15,666 | 972 | 0.01% | 0.01% | 254 | +7,639 | 95.17% | Q3 2026 | Nov 04, 2026 |
| BXM Wealth LLC | History | No change | 16,000 | 971 | 0.52% | 0.52% | 255 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| IFC & Insurance Marketing, Inc. | History | Reduced | 15,924 | 967 | 0.83% | 1.16% | 256 | -5,863 | -26.91% | Q3 2026 | Oct 16, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 15,774 | 957 | 0.18% | 0.19% | 257 | -155 | -0.97% | Q3 2026 | Oct 26, 2026 |
| LongView Wealth Management | History | Reduced | 15,624 | 948 | 0.23% | 0.24% | 258 | -58 | -0.37% | Q3 2026 | Oct 19, 2026 |
| Monetary Solutions, Ltd | History | Added to | 15,464 | 939 | 0.8% | 0.66% | 259 | +2,660 | 20.77% | Q3 2026 | Oct 22, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 15,047 | 913 | 0.09% | 0.04% | 260 | +8,528 | 130.82% | Q3 2026 | Oct 19, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 14,596 | 879 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 14,469 | 872 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Water Asset Management | History | Added to | 14,233 | 864 | 0.28% | 0.28% | 263 | +3 | 0.02% | Q3 2026 | Nov 04, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 14,274 | 860 | 0.11% | 0.11% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | New | 14,127 | 857 | 0.03% | — | 265 | +14,127 | New | Q3 2026 | Oct 21, 2026 |
| CPC Advisors, LLC | History | Reduced | 14,015 | 851 | 0.12% | 0.12% | 266 | -578 | -3.96% | Q3 2026 | Oct 21, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Added to | 13,916 | 845 | 0.71% | 0.71% | 267 | +306 | 2.25% | Q3 2026 | Oct 15, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 13,825 | 839 | 0.75% | 0.7% | 268 | +1,442 | 11.64% | Q3 2026 | Oct 19, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 13,795 | 837 | 0.17% | 0.16% | 269 | +906 | 7.03% | Q3 2026 | Oct 19, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 13,771 | 836 | 0.09% | 0.07% | 270 | +4,474 | 48.12% | Q3 2026 | Oct 09, 2026 |
| Glassman Wealth Services | History | No change | 13,850 | 835 | 0.1% | 0.1% | 271 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 13,356 | 821 | 0.04% | 0.05% | 272 | -4,951 | -27.04% | Q3 2026 | Oct 09, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Reduced | 13,485 | 818 | 0.36% | 0.34% | 273 | -50 | -0.37% | Q3 2026 | Oct 22, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 13,573 | 818 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Focus Financial Network, Inc. | History | Added to | 13,362 | 811 | 0.02% | 0.02% | 276 | +1,188 | 9.76% | Q3 2026 | Oct 14, 2026 |
| BROWN ADVISORY INC | History | No change | 13,456 | 811 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 12,971 | 782 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Security Investment Management, Inc. | History | Added to | 12,791 | 776 | 0.63% | 0.63% | 278 | +74 | 0.58% | Q3 2026 | Nov 05, 2026 |
| bLong Financial, LLC | History | Added to | 12,499 | 759 | 0.45% | 0.49% | 279 | +42 | 0.34% | Q3 2026 | Oct 29, 2026 |
| NICOLET BANKSHARES INC | History | No change | 12,286 | 756 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 12,516 | 754 | 0.08% | 0.08% | 281 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 12,494 | 753 | 0.22% | 0.22% | 282 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atria Investments, Inc | History | Reduced | 11,704 | 710 | 0.01% | 0.01% | 283 | -3,441 | -22.72% | Q3 2026 | Oct 15, 2026 |
| Redwood Financial Network Corp | History | Reduced | 11,664 | 708 | 0.38% | 0.4% | 284 | -226 | -1.9% | Q3 2026 | Nov 03, 2026 |
| XY Planning Network, Inc. | History | Added to | 11,401 | 692 | 0.07% | 0.07% | 285 | +2,000 | 21.27% | Q3 2026 | Oct 13, 2026 |
| Wealth Management Associates, Inc. | History | No change | 11,472 | 691 | 0.19% | 0.19% | 286 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 11,475 | 691 | 0.06% | 0.06% | 287 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 11,418 | 688 | 0.37% | 0.37% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Live Oak Investment Partners | History | No change | 11,184 | 679 | 0.37% | 0.36% | 289 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HB Wealth Management, LLC | History | Reduced | 10,755 | 653 | 0.0% | 0.0% | 290 | -2,988 | -21.74% | Q3 2026 | Oct 23, 2026 |
| Ancora Advisors LLC | History | No change | 10,727 | 646 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Preferred, LLC | History | No change | 10,451 | 640 | 0.1% | 0.1% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Reduced | 10,483 | 636 | 0.03% | 0.04% | 293 | -1,411 | -11.86% | Q3 2026 | Oct 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 10,465 | 635 | 0.04% | — | 294 | +10,465 | New | Q3 2026 | Oct 08, 2026 |
| M Holdings Securities, Inc. | History | New | 10,192 | 634 | 0.04% | — | 295 | +10,192 | New | Q3 2026 | Nov 03, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 10,366 | 624 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 10,204 | 619 | 0.07% | 0.07% | 297 | +197 | 1.97% | Q3 2026 | Oct 23, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 9,985 | 618 | 0.05% | 0.06% | 298 | +236 | 2.42% | Q3 2026 | Oct 20, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 10,155 | 616 | 0.14% | 0.13% | 299 | +350 | 3.57% | Q3 2026 | Oct 16, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 9,749 | 597 | 0.08% | — | 300 | +9,749 | New | Q3 2026 | Oct 20, 2026 |
| Widmann Financial Services, Inc. | History | No change | 9,832 | 592 | 0.32% | 0.32% | 301 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 9,748 | 591 | 0.0% | — | 302 | +9,748 | New | Q3 2026 | Oct 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 9,662 | 583 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Vision Retirement, LLC | History | No change | 9,683 | 583 | 0.14% | 0.14% | 304 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| StoneX Group Inc. | History | Reduced | 9,248 | 561 | 0.02% | 0.02% | 305 | -799 | -7.95% | Q3 2026 | Nov 03, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 9,100 | 552 | 0.05% | 0.05% | 306 | -79 | -0.86% | Q3 2026 | Oct 21, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 10,008 | 552 | 0.07% | 0.07% | 307 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Investment Advisory Group, LLC | History | No change | 9,156 | 551 | 0.12% | 0.12% | 308 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IMA Advisory Services, Inc. | History | No change | 9,031 | 544 | 0.03% | 0.03% | 309 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 8,962 | 540 | 0.05% | 0.05% | 310 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 8,838 | 532 | 0.03% | 0.03% | 311 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 8,776 | 529 | 0.02% | 0.02% | 312 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUREfi Wealth, LLC | History | Added to | 8,698 | 528 | 0.25% | 0.24% | 313 | +1,403 | 19.23% | Q3 2026 | Oct 19, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 8,596 | 518 | 0.07% | 0.07% | 314 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KWB Wealth | History | Added to | 8,504 | 516 | 0.04% | 0.02% | 315 | +4,754 | 126.77% | Q3 2026 | Oct 16, 2026 |
| ASSETMARK, INC | History | Added to | 8,418 | 511 | 0.0% | 0.0% | 316 | +1,172 | 16.17% | Q3 2026 | Oct 21, 2026 |
| Ball & Co Wealth Management Inc. | History | Reduced | 8,374 | 508 | 0.35% | 0.37% | 317 | -305 | -3.51% | Q3 2026 | Nov 04, 2026 |
| JGP Wealth Management, LLC | History | Added to | 8,295 | 503 | 0.04% | 0.04% | 318 | +244 | 3.03% | Q3 2026 | Oct 09, 2026 |
| DAHRING | CUSMANO LLC | History | Reduced | 8,248 | 500 | 0.23% | 2.39% | 319 | -66,893 | -89.02% | Q3 2026 | Nov 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 8,283 | 499 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Alpha, LLC | History | No change | 8,229 | 496 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optivise Advisory Services LLC | History | Added to | 8,165 | 495 | 0.24% | 0.24% | 322 | +433 | 5.6% | Q3 2026 | Oct 16, 2026 |
| Scott Capital Advisors, LLC | History | New | 8,079 | 494 | 0.07% | — | 323 | +8,079 | New | Q3 2026 | Oct 09, 2026 |
| SMITH, MOORE & CO. | History | No change | 8,188 | 493 | 0.03% | 0.03% | 324 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Moors & Cabot, Inc. | History | No change | 8,172 | 492 | 0.02% | 0.02% | 325 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 8,142 | 490 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 7,987 | 485 | 0.01% | 0.01% | 327 | +27 | 0.34% | Q3 2026 | Oct 15, 2026 |
| Keel Point, LLC | History | No change | 8,023 | 483 | 0.03% | 0.03% | 328 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 7,786 | 472 | 0.11% | 0.12% | 329 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| PKS Advisory Services, LLC | History | No change | 7,748 | 467 | 0.07% | 0.07% | 330 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| United Bank | History | No change | 7,669 | 462 | 0.14% | 0.14% | 331 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLAGSTAR SECURITIES, INC | History | Reduced | 7,583 | 460 | 0.14% | 1.37% | 333 | -67,512 | -89.9% | Q3 2026 | Oct 15, 2026 |
| Smithfield Trust Co | History | No change | 7,600 | 460 | 0.02% | 0.02% | 332 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Reduced | 7,546 | 458 | 0.25% | 0.51% | 334 | -6,517 | -46.34% | Q3 2026 | Oct 29, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 7,496 | 455 | 0.04% | 0.05% | 335 | -309 | -3.96% | Q3 2026 | Nov 03, 2026 |
| Advisor OS, LLC | History | Reduced | 7,504 | 455 | 0.03% | 0.03% | 336 | -53 | -0.7% | Q3 2026 | Nov 03, 2026 |
| NOVEM GROUP | History | Added to | 7,479 | 454 | 0.05% | 0.04% | 337 | +990 | 15.26% | Q3 2026 | Oct 19, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 7,461 | 453 | 0.01% | 0.01% | 338 | +3,169 | 73.84% | Q3 2026 | Oct 13, 2026 |
| Rehmann Capital Advisory Group | History | No change | 7,192 | 433 | 0.02% | 0.02% | 339 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| FSA Advisors, Inc. | History | No change | 7,012 | 422 | 0.19% | 0.19% | 340 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 6,921 | 417 | 0.04% | 0.04% | 341 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 6,680 | 404 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,639 | 403 | 0.0% | 0.04% | 343 | -67,771 | -91.08% | Q3 2026 | Oct 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 6,573 | 399 | 0.02% | 0.02% | 344 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Summit Financial, LLC | History | No change | 6,574 | 396 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centurion Wealth Management LLC | History | Added to | 6,376 | 387 | 0.09% | 0.09% | 346 | +417 | 7.0% | Q3 2026 | Oct 13, 2026 |
| Retireful, LLC | History | New | 6,271 | 380 | 0.33% | — | 348 | +6,271 | New | Q3 2026 | Oct 08, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 6,264 | 380 | 0.03% | 0.03% | 347 | -354 | -5.35% | Q3 2026 | Oct 26, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 6,275 | 378 | 0.02% | 0.02% | 349 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 6,128 | 369 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 6,117 | 368 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 6,008 | 364 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Wealthspire Advisors, LLC | History | No change | 5,960 | 359 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Archford Capital Strategies, LLC | History | New | 5,895 | 358 | 0.04% | — | 354 | +5,895 | New | Q3 2026 | Oct 19, 2026 |
| Aspect Partners, LLC | History | No change | 5,840 | 354 | 0.13% | 0.13% | 355 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 5,813 | 353 | 0.03% | 0.04% | 358 | -1,320 | -18.51% | Q3 2026 | Nov 02, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 5,814 | 353 | 0.17% | 0.18% | 357 | -302 | -4.94% | Q3 2026 | Oct 14, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 5,857 | 353 | 0.16% | 0.16% | 356 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 5,740 | 348 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 5,752 | 346 | 0.12% | 0.12% | 360 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 5,704 | 343 | 0.03% | 0.03% | 361 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 5,629 | 341 | 0.07% | 0.08% | 362 | +1 | 0.02% | Q3 2026 | Oct 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 5,520 | 335 | 0.01% | 0.01% | 364 | +63 | 1.15% | Q3 2026 | Oct 29, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 5,561 | 335 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TFB Advisors LLC | History | Added to | 5,484 | 333 | 0.14% | 0.12% | 365 | +893 | 19.45% | Q3 2026 | Nov 02, 2026 |
| Financial Perspectives, Inc | History | Added to | 5,378 | 326 | 0.08% | 0.08% | 366 | +9 | 0.17% | Q3 2026 | Nov 03, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 5,353 | 325 | 0.39% | 0.23% | 367 | +840 | 18.61% | Q3 2026 | Oct 16, 2026 |
| Atlas Brown,Inc. | History | Added to | 5,346 | 324 | 0.09% | 0.09% | 368 | +9 | 0.17% | Q3 2026 | Oct 09, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 5,381 | 324 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 5,326 | 323 | 0.02% | 0.02% | 370 | -974 | -15.46% | Q3 2026 | Nov 05, 2026 |
| COMMERCE BANK | History | No change | 5,340 | 321 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 5,225 | 315 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Latitude Advisors, LLC | History | New | 5,173 | 314 | 0.1% | — | 374 | +5,173 | New | Q3 2026 | Oct 27, 2026 |
| Southland Equity Partners LLC | History | Reduced | 5,180 | 314 | 0.05% | 0.06% | 373 | -404 | -7.23% | Q3 2026 | Oct 14, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 5,082 | 308 | 0.75% | — | 376 | +5,082 | New | Q3 2026 | Oct 30, 2026 |
| Tidemark, LLC | History | No change | 5,125 | 308 | 0.07% | 0.07% | 375 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | No change | 5,000 | 303 | 0.11% | 0.13% | 377 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Herold Advisors, Inc. | History | Reduced | 4,914 | 298 | 0.06% | 0.06% | 378 | -143 | -2.83% | Q3 2026 | Oct 19, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 4,929 | 297 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 4,909 | 295 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nvest Financial, LLC | History | No change | 4,865 | 293 | 0.09% | 0.09% | 381 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VICUS CAPITAL | History | Added to | 4,810 | 292 | 0.02% | 0.02% | 382 | +727 | 17.81% | Q3 2026 | Nov 05, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 4,835 | 291 | 0.11% | 0.11% | 383 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MWA Asset Management | History | No change | 4,793 | 288 | 0.13% | 0.13% | 384 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 4,733 | 287 | 0.04% | 0.04% | 385 | +26 | 0.55% | Q3 2026 | Oct 21, 2026 |
| RMR Wealth Builders | History | Reduced | 4,687 | 284 | 0.02% | 0.1% | 386 | -21,727 | -82.26% | Q3 2026 | Oct 22, 2026 |
| Greenwich Wealth Management LLC | History | No change | 4,694 | 283 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compass Ion Advisors, LLC | History | No change | 4,673 | 283 | 0.02% | 0.02% | 388 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| SageOak Financial, LLC | History | Reduced | 4,639 | 281 | 0.18% | 0.22% | 389 | -928 | -16.67% | Q3 2026 | Oct 19, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 4,638 | 279 | 0.02% | 0.02% | 390 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 4,583 | 278 | 0.06% | 0.05% | 391 | +480 | 11.7% | Q3 2026 | Oct 23, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 4,588 | 278 | 0.1% | 0.1% | 392 | -241 | -4.99% | Q3 2026 | Oct 13, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 4,572 | 277 | 0.13% | 0.12% | 394 | +445 | 10.78% | Q3 2026 | Oct 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 4,608 | 277 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | New | 4,514 | 274 | 0.04% | — | 395 | +4,514 | New | Q3 2026 | Oct 08, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 4,500 | 271 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZEGA Investments, LLC | History | No change | 4,407 | 267 | 0.03% | 0.03% | 397 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 4,407 | 265 | 0.03% | 0.03% | 398 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Forge Financial Services LLC | History | No change | 4,403 | 265 | 0.02% | 0.02% | 399 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 4,376 | 263 | 0.11% | 0.11% | 400 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curi Capital, LLC | History | No change | 4,347 | 262 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 4,295 | 260 | 0.2% | 0.17% | 404 | +631 | 17.22% | Q3 2026 | Oct 26, 2026 |
| CHOREO, LLC | History | Reduced | 4,297 | 260 | 0.0% | 0.0% | 402 | -108 | -2.45% | Q3 2026 | Oct 28, 2026 |
| Mutual Advisors, LLC | History | No change | 4,315 | 260 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Concepts Unlimited, Inc. | History | No change | 4,328 | 260 | 0.2% | 0.2% | 405 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,246 | 257 | 0.02% | 0.01% | 406 | +1,546 | 57.26% | Q3 2026 | Oct 30, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 4,217 | 256 | 0.1% | 0.11% | 407 | +7 | 0.17% | Q3 2026 | Oct 29, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,217 | 254 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Breakwater Capital Group | History | No change | 4,188 | 254 | 0.03% | 0.03% | 409 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 4,209 | 253 | 0.1% | 0.1% | 410 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 4,211 | 253 | 0.19% | 0.19% | 411 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 4,146 | 251 | 0.06% | 0.06% | 412 | +23 | 0.56% | Q3 2026 | Oct 29, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Reduced | 4,084 | 248 | 0.17% | 0.17% | 413 | -1 | -0.02% | Q3 2026 | Oct 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 4,053 | 246 | 0.01% | 0.01% | 414 | +23 | 0.57% | Q3 2026 | Nov 05, 2026 |
| Financial Partners Group, Inc | History | Reduced | 4,045 | 245 | 0.03% | 0.03% | 415 | -190 | -4.49% | Q3 2026 | Oct 19, 2026 |
| Betterment LLC | History | No change | 4,044 | 244 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWF Advisory Services Inc. | History | New | 3,988 | 242 | 0.02% | — | 417 | +3,988 | New | Q3 2026 | Oct 19, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,984 | 240 | 0.02% | 0.02% | 418 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 3,951 | 238 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Northwest Financial Advisors | History | New | 3,905 | 237 | 0.03% | — | 421 | +3,905 | New | Q3 2026 | Oct 27, 2026 |
| Snowden Capital Advisors LLC | History | No change | 3,933 | 237 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Delta Investment Management, LLC | History | No change | 3,885 | 234 | 0.04% | 0.04% | 422 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MKD WEALTH COACHES, LLC | History | Reduced | 3,829 | 232 | 0.19% | 0.24% | 423 | -790 | -17.1% | Q3 2026 | Oct 08, 2026 |
| Facet Wealth, Inc. | History | Reduced | 3,773 | 229 | 0.0% | 0.0% | 424 | -1,107 | -22.68% | Q3 2026 | Nov 04, 2026 |
| NFSG Corp | History | Added to | 3,769 | 228 | 0.03% | 0.03% | 425 | +20 | 0.53% | Q3 2026 | Oct 15, 2026 |
| Aldebaran Financial Inc. | History | No change | 3,762 | 226 | 0.18% | 0.18% | 426 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 3,739 | 225 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RASP WEALTH SOLUTIONS, LLC | History | No change | 3,682 | 221 | 0.07% | 0.07% | 428 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Destiny Capital Corp/CO | History | No change | 3,631 | 220 | 0.1% | 0.1% | 429 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| HORAN Wealth, LLC | History | No change | 3,651 | 220 | 0.03% | 0.03% | 430 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 3,644 | 219 | 0.04% | 0.04% | 431 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Added to | 3,593 | 218 | 0.03% | 0.03% | 432 | +128 | 3.69% | Q3 2026 | Oct 26, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 3,488 | 210 | 0.07% | 0.07% | 433 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | No change | 3,490 | 210 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| United Advisor Group, LLC | History | New | 3,451 | 209 | 0.02% | — | 436 | +3,451 | New | Q3 2026 | Nov 02, 2026 |
| Tranquility Partners, LLC | History | Reduced | 3,446 | 209 | 0.07% | 0.14% | 435 | -3,144 | -47.71% | Q3 2026 | Oct 20, 2026 |
| CreativeOne Wealth, LLC | History | No change | 3,466 | 208 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harbor Group, Inc. | History | No change | 3,430 | 208 | 0.02% | 0.02% | 438 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 3,430 | 206 | 0.03% | 0.03% | 439 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BIP Wealth, LLC | History | New | 3,363 | 204 | 0.01% | — | 440 | +3,363 | New | Q3 2026 | Oct 22, 2026 |
| Ascent Group, LLC | History | Added to | 3,344 | 203 | 0.01% | 0.01% | 441 | +4 | 0.12% | Q3 2026 | Oct 30, 2026 |
| Western Wealth Management, LLC | History | No change | 3,354 | 202 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 3,254 | 197 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,250 | 195 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hoese & Co LLP | History | No change | 3,000 | 182 | 0.12% | 0.12% | 445 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 2,979 | 180 | 0.15% | 0.15% | 446 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,684 | 161 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Darwin Wealth Management, LLC | History | No change | 2,546 | 153 | 0.04% | 0.04% | 448 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| YANKCOM Partnership | History | New | 2,466 | 149 | 0.05% | — | 449 | +2,466 | New | Q3 2026 | Oct 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 2,418 | 146 | 0.24% | 0.24% | 450 | -8,538 | -77.93% | Q3 2026 | Oct 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 2,377 | 144 | 0.01% | 0.01% | 451 | +4 | 0.17% | Q3 2026 | Oct 09, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 2,366 | 142 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,368 | 142 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 2,158 | 131 | 0.04% | 0.04% | 454 | +10 | 0.47% | Q3 2026 | Oct 26, 2026 |
| Bogart Wealth, LLC | History | No change | 2,093 | 126 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,086 | 125 | 0.02% | 0.02% | 456 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 2,000 | 121 | 0.09% | 0.09% | 457 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | No change | 1,800 | 108 | 0.02% | 0.02% | 458 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GODSEY & GIBB, INC | History | No change | 1,475 | 89 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 1,353 | 82 | 0.04% | 0.04% | 460 | +12 | 0.89% | Q3 2026 | Oct 23, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,250 | 75 | 0.06% | 0.06% | 461 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Added to | 1,190 | 72 | 0.0% | 0.0% | 462 | +390 | 48.75% | Q3 2026 | Nov 04, 2026 |
| Roxbury Financial LLC | History | No change | 1,173 | 71 | 0.05% | 0.06% | 463 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,166 | 70 | 0.02% | 0.01% | 464 | +234 | 25.11% | Q3 2026 | Oct 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 1,150 | 69 | 0.02% | 0.01% | 466 | +782 | 212.5% | Q3 2026 | Nov 04, 2026 |
| US BANCORP \DE\ | History | No change | 1,155 | 69 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abound Wealth Management | History | Added to | 1,067 | 64 | 0.01% | 0.01% | 467 | +140 | 15.1% | Q3 2026 | Oct 26, 2026 |
| BESSEMER GROUP INC | History | No change | 1,020 | 62 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 900 | 54 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Meramec Financial Planners, LLC | History | No change | 774 | 48 | 0.02% | 0.02% | 470 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MidFirst Bank | History | No change | 793 | 47 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nova Financial LLC | History | New | 750 | 45 | 0.02% | — | 473 | +750 | New | Q3 2026 | Nov 04, 2026 |
| Horrell Capital Management, Inc. | History | No change | 750 | 45 | 0.02% | 0.02% | 472 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Dunhill Financial, LLC | History | No change | 740 | 44 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 695 | 42 | 0.0% | 0.01% | 475 | -152 | -17.95% | Q3 2026 | Oct 28, 2026 |
| Oakworth Capital, Inc. | History | No change | 691 | 41 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Rydar Equities, Inc. | History | New | 668 | 40 | 0.02% | — | 477 | +668 | New | Q3 2026 | Oct 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 562 | 34 | 0.02% | 0.03% | 478 | -110 | -16.37% | Q3 2026 | Nov 04, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 560 | 34 | 0.01% | 0.01% | 479 | +3 | 0.54% | Q3 2026 | Oct 15, 2026 |
| Concord Wealth Partners | History | Added to | 551 | 33 | 0.0% | 0.0% | 481 | +2 | 0.36% | Q3 2026 | Oct 30, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 563 | 33 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 524 | 31 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | Added to | 483 | 29 | 0.0% | 0.0% | 483 | +3 | 0.63% | Q3 2026 | Nov 03, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 442 | 26 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 447 | 26 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 409 | 24 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Avalon Trust Co | History | No change | 400 | 24 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PlanVest Financial, Inc | History | No change | 360 | 21 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atomic Invest LLC | History | No change | 332 | 20 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Archer Investment Corp | History | No change | 327 | 19 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Hickory Point Bank & Trust | History | New | 300 | 18 | 0.01% | — | 491 | +300 | New | Q3 2026 | Oct 01, 2026 |
| Blue Trust, Inc. | History | New | 284 | 17 | 0.0% | — | 494 | +284 | New | Q3 2026 | Oct 15, 2026 |
| Front Row Advisors LLC | History | No change | 282 | 17 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Providence Capital Advisors, LLC | History | No change | 297 | 17 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 236 | 14 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| CX Institutional | History | Added to | 194 | 12 | 0.0% | 0.0% | 497 | +2 | 1.04% | Q3 2026 | Oct 02, 2026 |
| VANGUARD ADVISERS INC | History | No change | 213 | 12 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 184 | 11 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TD Waterhouse Canada Inc. | History | New | 176 | 10 | 0.0% | — | 500 | +176 | New | Q3 2026 | Oct 16, 2026 |
| TD Capital Management LLC | History | No change | 180 | 10 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 145 | 8 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 135 | 8 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 122 | 7 | 0.0% | 0.0% | 503 | +1 | 0.83% | Q3 2026 | Nov 02, 2026 |
| Ascentis Independent Advisors | History | Added to | 103 | 6 | 0.0% | 0.01% | 505 | +33 | 47.14% | Q3 2026 | Nov 03, 2026 |
| Triumph Capital Management | History | No change | 100 | 6 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 93 | 5 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 97 | 5 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 87 | 5 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Added to | 82 | 4 | 0.0% | 0.0% | 514 | +30 | 57.69% | Q3 2026 | Oct 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 67 | 4 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westend Capital Management, LLC | History | No change | 67 | 4 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 71 | 4 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 76 | 4 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Coston, McIsaac & Partners | History | No change | 81 | 4 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 77 | 4 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| SIMPLEX TRADING, LLC | History | New | 65 | 3 | 0.0% | — | 518 | +65 | New | Q3 2026 | Nov 04, 2026 |
| CENTRAL TRUST Co | History | No change | 65 | 3 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LRI Investments, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Trust Co | History | No change | 30 | 1 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Cordant, Inc. | History | No change | 27 | 1 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Oasis Advisors, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -14,629 | -100.0% | Q3 2026 | Oct 16, 2026 |
| STEVENS CAPITAL PARTNERS | History | Closed out | 0 | 0 | — | 0.13% | — | -11,648 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Midwest Financial Network, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -10,393 | -100.0% | Q3 2026 | Oct 09, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,514 | -100.0% | Q3 2026 | Oct 13, 2026 |
| RCS Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -8,180 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Stirlingshire Investments, Inc. | History | Closed out | 0 | 0 | — | 0.32% | — | -7,270 | -100.0% | Q3 2026 | Nov 05, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,483 | -100.0% | Q3 2026 | Oct 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,420 | -100.0% | Q3 2026 | Oct 29, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.17% | — | -3,905 | -100.0% | Q3 2026 | Oct 07, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,744 | -100.0% | Q3 2026 | Nov 04, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.14% | — | -3,500 | -100.0% | Q3 2026 | Oct 22, 2026 |
| NorthAvenue LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -251 | -100.0% | Q3 2026 | Oct 29, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2026 | Oct 23, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2026 | Oct 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Costello Asset Management, INC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Oct 30, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Valued Wealth Advisors LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |