FIDELITY COVINGTON TRUST - FELC
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 51,712,717 | 2,167,279 | 0.09% | 0.09% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 4,565,744 | 197,788 | 0.26% | 0.2% | 2 | +832,662 | 22.3% | Q3 2026 | Nov 02, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 3,856,144 | 170,287 | 8.54% | 8.51% | 3 | +40,512 | 1.06% | Q3 2026 | Oct 13, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 3,642,184 | 157,779 | 17.11% | 16.49% | 4 | +157,236 | 4.51% | Q3 2026 | Oct 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,712,785 | 155,602 | 0.46% | 0.46% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 3,143,965 | 131,763 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,093,813 | 129,661 | 0.63% | 0.63% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EdgeRock Capital LLC | History | Added to | 2,077,890 | 90,014 | 19.54% | 18.81% | 8 | +97,053 | 4.9% | Q3 2026 | Nov 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,145,974 | 89,937 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 2,121,806 | 88,924 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SHP Wealth Management | History | No change | 1,708,384 | 71,598 | 4.92% | 4.92% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 1,704,460 | 71,433 | 0.07% | 0.07% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,575,565 | 66,031 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,179,784 | 49,444 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,151,711 | 48,276 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,045,600 | 43,821 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 882,500 | 36,703 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 819,384 | 35,495 | 0.1% | 0.12% | 18 | -42,560 | -4.94% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 802,177 | 35,231 | 0.05% | 0.05% | 19 | +76,771 | 10.58% | Q3 2026 | Oct 13, 2026 |
| Stadion Money Management, LLC | History | No change | 824,315 | 34,547 | 2.98% | 2.98% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 739,584 | 32,038 | 3.53% | 3.59% | 21 | -30,391 | -3.95% | Q3 2026 | Oct 23, 2026 |
| Vise Technologies, Inc. | History | Added to | 693,590 | 30,046 | 0.25% | 0.24% | 22 | +189,328 | 37.55% | Q3 2026 | Oct 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 663,593 | 27,846 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 529,210 | 22,179 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 472,739 | 19,812 | 7.27% | 7.27% | 25 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Beaumont Financial Advisors, LLC | History | New | 453,294 | 19,636 | 1.23% | — | 26 | +453,294 | New | Q3 2026 | Oct 22, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Reduced | 452,065 | 19,583 | 13.47% | 12.86% | 27 | -1,644 | -0.36% | Q3 2026 | Nov 02, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 430,474 | 18,648 | 3.39% | 3.37% | 28 | -3,273 | -0.75% | Q3 2026 | Oct 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 416,408 | 17,451 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 359,359 | 15,060 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 343,980 | 14,416 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 321,624 | 13,932 | 3.02% | 2.87% | 32 | +15,943 | 5.22% | Q3 2026 | Nov 03, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 257,175 | 11,140 | 0.7% | 0.1% | 33 | +228,101 | 784.55% | Q3 2026 | Oct 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 248,329 | 10,758 | 0.02% | 0.02% | 34 | +66,157 | 36.32% | Q3 2026 | Nov 02, 2026 |
| Gotham Asset Management, LLC | History | No change | 221,851 | 9,297 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 213,571 | 9,251 | 6.5% | 4.13% | 36 | +72,831 | 51.75% | Q3 2026 | Oct 28, 2026 |
| &PARTNERS | History | No change | 180,540 | 8,707 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearwave Capital, LLC | History | Added to | 200,663 | 8,692 | 4.57% | 4.23% | 38 | +17,540 | 9.58% | Q3 2026 | Oct 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 191,204 | 8,014 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 162,485 | 7,038 | 2.3% | 2.1% | 40 | +8,439 | 5.48% | Q3 2026 | Oct 13, 2026 |
| Williams & Novak Wealth Management, LLC | History | Reduced | 156,882 | 6,796 | 4.02% | 4.89% | 41 | -19,425 | -11.02% | Q3 2026 | Oct 09, 2026 |
| MORGAN STANLEY | History | No change | 161,706 | 6,777 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Able Wealth Management LLC | History | Added to | 151,627 | 6,671 | 1.47% | 1.45% | 43 | +1,270 | 0.84% | Q3 2026 | Oct 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 158,051 | 6,623 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cerity Partners LLC | History | No change | 136,019 | 5,700 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M Holdings Securities, Inc. | History | New | 127,088 | 5,415 | 0.34% | — | 46 | +127,088 | New | Q3 2026 | Nov 03, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 111,326 | 4,822 | 0.14% | 0.16% | 47 | +2,608 | 2.4% | Q3 2026 | Oct 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 110,417 | 4,783 | 0.12% | 0.11% | 48 | +4,979 | 4.72% | Q3 2026 | Oct 19, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 113,513 | 4,757 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 112,714 | 4,723 | 1.16% | 1.16% | 50 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Investmark Advisory Group LLC | History | Added to | 102,990 | 4,461 | 1.45% | 1.45% | 51 | +12,025 | 13.22% | Q3 2026 | Oct 27, 2026 |
| Focus Partners Wealth | History | No change | 92,364 | 3,870 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 80,868 | 3,503 | 0.65% | 0.67% | 53 | -3,192 | -3.8% | Q3 2026 | Oct 21, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 78,585 | 3,404 | 0.13% | 0.18% | 54 | -4,437 | -5.34% | Q3 2026 | Oct 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 77,944 | 3,266 | 0.43% | 0.43% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Betterment LLC | History | No change | 76,643 | 3,212 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 74,057 | 3,208 | 0.0% | 0.0% | 57 | +9,828 | 15.3% | Q3 2026 | Nov 02, 2026 |
| Midwest Financial Network, LLC | History | New | 68,108 | 2,950 | 2.01% | — | 58 | +68,108 | New | Q3 2026 | Oct 09, 2026 |
| UBS Group AG | History | No change | 69,175 | 2,899 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 66,381 | 2,875 | 0.0% | 0.0% | 60 | -2,727 | -3.95% | Q3 2026 | Oct 30, 2026 |
| Financial Partners Group, Inc | History | Added to | 65,951 | 2,856 | 0.3% | 0.23% | 61 | +10,807 | 19.6% | Q3 2026 | Oct 19, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 64,781 | 2,806 | 0.12% | 0.14% | 62 | -2,709 | -4.01% | Q3 2026 | Oct 13, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 66,659 | 2,792 | 1.0% | 1.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 64,180 | 2,780 | 0.03% | — | 64 | +64,180 | New | Q3 2026 | Oct 30, 2026 |
| Element Wealth, LLC | History | No change | 59,962 | 2,513 | 0.94% | 0.94% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 59,654 | 2,500 | 0.09% | 0.09% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 57,575 | 2,412 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 54,645 | 2,290 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 54,228 | 2,272 | 0.3% | 0.3% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 52,415 | 2,270 | 0.83% | 0.82% | 70 | -827 | -1.55% | Q3 2026 | Oct 28, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Reduced | 49,374 | 2,138 | 0.48% | 0.56% | 71 | -479 | -0.96% | Q3 2026 | Oct 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 48,854 | 2,121 | 0.0% | 0.0% | 72 | -689 | -1.39% | Q3 2026 | Nov 05, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 47,682 | 2,065 | 0.01% | 0.01% | 73 | -100 | -0.21% | Q3 2026 | Oct 27, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Reduced | 47,629 | 2,063 | 1.0% | 1.23% | 74 | -11,346 | -19.24% | Q3 2026 | Oct 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 48,264 | 2,022 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LongView Wealth Management | History | Added to | 45,271 | 1,961 | 0.47% | 0.38% | 76 | +10,019 | 28.42% | Q3 2026 | Oct 19, 2026 |
| Sowell Financial Services LLC | History | Added to | 44,373 | 1,922 | 0.06% | 0.06% | 77 | +1,862 | 4.38% | Q3 2026 | Oct 23, 2026 |
| Lido Advisors, LLC | History | Added to | 44,116 | 1,911 | 0.0% | 0.0% | 78 | +3,981 | 9.92% | Q3 2026 | Nov 04, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 43,738 | 1,894 | 0.02% | 0.02% | 79 | +8,339 | 23.56% | Q3 2026 | Nov 05, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 43,690 | 1,831 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| InTrack Investment Management Inc | History | Added to | 40,390 | 1,749 | 0.85% | 0.83% | 81 | +380 | 0.95% | Q3 2026 | Oct 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 41,461 | 1,737 | 0.21% | 0.21% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUCCESSION FINANCIAL, INC. | History | New | 37,358 | 1,618 | 1.56% | — | 83 | +37,358 | New | Q3 2026 | Oct 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 36,881 | 1,597 | 0.06% | 0.06% | 84 | +1,639 | 4.65% | Q3 2026 | Oct 26, 2026 |
| MATHER GROUP, LLC. | History | Added to | 36,763 | 1,592 | 0.01% | 0.01% | 85 | +1,013 | 2.83% | Q3 2026 | Oct 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 36,901 | 1,546 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Csenge Advisory Group | History | Added to | 35,342 | 1,531 | 0.06% | 0.06% | 87 | +1,776 | 5.29% | Q3 2026 | Nov 04, 2026 |
| Private Advisor Group, LLC | History | No change | 35,895 | 1,504 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Elevation Wealth Management LLC | History | Added to | 34,693 | 1,502 | 1.01% | 0.59% | 89 | +15,901 | 84.62% | Q3 2026 | Nov 02, 2026 |
| Mission Financial Group, LLC | History | Added to | 34,249 | 1,483 | 1.17% | 0.93% | 90 | +7,550 | 28.28% | Q3 2026 | Oct 21, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 34,051 | 1,475 | 0.14% | 0.14% | 91 | +50 | 0.15% | Q3 2026 | Oct 19, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 34,816 | 1,459 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 32,254 | 1,351 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Axis Wealth Partners, LLC | History | No change | 31,368 | 1,314 | 0.63% | 0.63% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Certified Advisory Corp | History | Added to | 30,001 | 1,299 | 0.11% | 0.1% | 95 | +773 | 2.64% | Q3 2026 | Oct 29, 2026 |
| Mariner, LLC | History | No change | 30,032 | 1,258 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 29,548 | 1,238 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 28,262 | 1,224 | 0.01% | 0.01% | 98 | +7,328 | 35.01% | Q3 2026 | Oct 16, 2026 |
| Sovran Advisors, LLC | History | New | 26,624 | 1,156 | 0.08% | — | 99 | +26,624 | New | Q3 2026 | Oct 30, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 25,859 | 1,120 | 0.3% | 0.3% | 100 | -143 | -0.55% | Q3 2026 | Oct 13, 2026 |
| Storgate, LLC | History | No change | 26,155 | 1,096 | 0.23% | 0.23% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Broadview Financial Management, LLC | History | No change | 25,882 | 1,084 | 0.66% | 0.66% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 24,696 | 1,069 | 0.31% | 0.3% | 103 | +615 | 2.55% | Q3 2026 | Oct 19, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 25,829 | 1,059 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Salus Financial Advisors, LLC | History | Reduced | 23,394 | 1,013 | 0.48% | 0.48% | 105 | -49 | -0.21% | Q3 2026 | Oct 20, 2026 |
| Advisory Services Network, LLC | History | No change | 23,208 | 972 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | No change | 21,821 | 945 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 20,003 | 866 | 0.2% | 0.21% | 108 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 20,581 | 862 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RFG Advisory, LLC | History | New | 19,866 | 860 | 0.01% | — | 110 | +19,866 | New | Q3 2026 | Nov 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 19,679 | 852 | 0.01% | 0.01% | 111 | +2,018 | 11.43% | Q3 2026 | Nov 05, 2026 |
| Meadow Creek Wealth Advisors LLC | History | No change | 18,562 | 804 | 0.47% | 0.47% | 112 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 18,318 | 793 | 0.04% | 0.03% | 113 | +1,092 | 6.34% | Q3 2026 | Nov 05, 2026 |
| Alchemi Wealth, LLC | History | No change | 17,435 | 755 | 0.34% | 0.34% | 114 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 17,024 | 737 | 0.07% | 0.07% | 115 | -1,259 | -6.89% | Q3 2026 | Oct 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 17,580 | 736 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Calamos Wealth Management LLC | History | Added to | 16,707 | 723 | 0.02% | 0.01% | 117 | +11,073 | 196.54% | Q3 2026 | Nov 02, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 16,644 | 720 | 0.02% | 0.01% | 118 | +30 | 0.18% | Q3 2026 | Oct 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 16,224 | 702 | 0.01% | 0.01% | 119 | -8,250 | -33.71% | Q3 2026 | Oct 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 16,015 | 693 | 0.0% | 0.0% | 120 | +415 | 2.66% | Q3 2026 | Oct 23, 2026 |
| Financial Perspectives, Inc | History | Added to | 15,760 | 682 | 0.16% | 0.16% | 121 | +533 | 3.5% | Q3 2026 | Nov 03, 2026 |
| Geneva Partners, LLC | History | Added to | 14,426 | 624 | 0.19% | 0.15% | 122 | +784 | 5.75% | Q3 2026 | Oct 26, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 13,452 | 582 | 0.28% | 0.3% | 123 | -936 | -6.51% | Q3 2026 | Oct 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 13,695 | 573 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NCM Capital Management, LLC | History | No change | 13,486 | 565 | 0.17% | 0.17% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 13,007 | 563 | 0.42% | 0.41% | 126 | +26 | 0.2% | Q3 2026 | Oct 23, 2026 |
| Madison Wealth Partners, Inc | History | No change | 13,319 | 558 | 0.07% | 0.07% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 13,239 | 554 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Neuberger Berman Group LLC | History | No change | 13,004 | 545 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 12,293 | 532 | 0.01% | 0.01% | 130 | -375 | -2.96% | Q3 2026 | Nov 03, 2026 |
| Peak Retirement Planning, Inc. | History | No change | 12,654 | 530 | 0.08% | 0.08% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 12,136 | 525 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Hudock, Inc. | History | No change | 11,860 | 513 | 0.06% | 0.06% | 133 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 12,104 | 507 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 12,046 | 504 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apella Capital, LLC | History | Added to | 11,345 | 500 | 0.01% | 0.01% | 136 | +441 | 4.04% | Q3 2026 | Oct 08, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | Added to | 11,515 | 498 | 0.19% | 0.15% | 137 | +1,695 | 17.26% | Q3 2026 | Oct 21, 2026 |
| Snowden Capital Advisors LLC | History | No change | 11,855 | 496 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 11,392 | 477 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Allegheny Financial Group | History | New | 10,279 | 445 | 0.04% | — | 140 | +10,279 | New | Q3 2026 | Nov 05, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 10,131 | 438 | 0.1% | 0.1% | 141 | +20 | 0.2% | Q3 2026 | Nov 05, 2026 |
| Lighthouse Financial LLC | History | Reduced | 9,950 | 431 | 0.19% | 0.32% | 142 | -4,800 | -32.54% | Q3 2026 | Oct 22, 2026 |
| Allworth Financial LP | History | No change | 10,124 | 424 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | Added to | 9,661 | 418 | 0.0% | 0.0% | 144 | +550 | 6.04% | Q3 2026 | Nov 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 9,586 | 415 | 0.0% | 0.03% | 145 | -89,756 | -90.35% | Q3 2026 | Oct 08, 2026 |
| Moors & Cabot, Inc. | History | No change | 9,632 | 403 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BIP Wealth, LLC | History | Reduced | 9,271 | 401 | 0.01% | 0.01% | 147 | -735 | -7.35% | Q3 2026 | Oct 22, 2026 |
| OneAscent Financial Services LLC | History | No change | 9,373 | 392 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | Added to | 8,846 | 383 | 0.01% | 0.01% | 149 | +677 | 8.29% | Q3 2026 | Oct 30, 2026 |
| Sigma Planning Corp | History | Added to | 8,713 | 377 | 0.01% | 0.01% | 150 | +3,429 | 64.89% | Q3 2026 | Oct 23, 2026 |
| Bank of New York Mellon Corp | History | New | 8,648 | 374 | 0.0% | — | 151 | +8,648 | New | Q3 2026 | Nov 05, 2026 |
| CHOREO, LLC | History | Added to | 8,433 | 365 | 0.0% | 0.0% | 152 | +17 | 0.2% | Q3 2026 | Oct 28, 2026 |
| AE Wealth Management LLC | History | No change | 8,718 | 365 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Madrid Financial Services | History | No change | 8,000 | 346 | 0.19% | 0.18% | 154 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 8,134 | 340 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 7,809 | 338 | 0.05% | 0.05% | 156 | +73 | 0.94% | Q3 2026 | Nov 02, 2026 |
| Aprio Wealth Management, LLC | History | New | 7,727 | 334 | 0.02% | — | 157 | +7,727 | New | Q3 2026 | Oct 28, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 7,549 | 327 | 0.09% | 0.09% | 158 | +52 | 0.69% | Q3 2026 | Oct 19, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,783 | 326 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 7,551 | 316 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waterloo Capital, L.P. | History | No change | 7,533 | 315 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 6,929 | 300 | 0.04% | 0.04% | 162 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Soltis Investment Advisors LLC | History | No change | 6,909 | 299 | 0.01% | 0.02% | 163 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 6,872 | 297 | 0.0% | 0.0% | 164 | -2,495 | -26.64% | Q3 2026 | Nov 05, 2026 |
| Investment Advisory Group, LLC | History | No change | 7,067 | 296 | 0.06% | 0.06% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CreativeOne Wealth, LLC | History | No change | 7,031 | 294 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6,919 | 289 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| King Wealth Management Group | History | No change | 6,842 | 287 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 6,597 | 285 | 0.0% | 0.0% | 169 | +247 | 3.89% | Q3 2026 | Oct 23, 2026 |
| Strategic Wealth Investment Group, LLC | History | Added to | 6,540 | 283 | 0.04% | 0.03% | 170 | +13 | 0.2% | Q3 2026 | Oct 29, 2026 |
| Traub Capital Management LLC | History | No change | 6,731 | 282 | 0.25% | 0.25% | 171 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Forge Financial Services LLC | History | No change | 6,676 | 279 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | Added to | 6,433 | 278 | 0.0% | 0.0% | 173 | +1,768 | 37.9% | Q3 2026 | Oct 21, 2026 |
| Foundry Financial LLC | History | No change | 6,356 | 275 | 0.09% | 0.09% | 174 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 6,198 | 270 | 0.01% | 0.0% | 175 | +4,753 | 328.93% | Q3 2026 | Oct 15, 2026 |
| Merit Financial Group, LLC | History | No change | 6,358 | 266 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fiduciary Group, LLC | History | No change | 6,329 | 265 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 6,143 | 257 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 5,900 | 255 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| NWF Advisory Services Inc. | History | No change | 5,872 | 254 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Powerhouse Assets LLC | History | No change | 5,849 | 253 | 0.2% | 0.2% | 181 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Rolek Wealth Management LLC | History | Reduced | 5,834 | 252 | 0.13% | 0.14% | 182 | -233 | -3.84% | Q3 2026 | Oct 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 5,799 | 251 | 0.0% | 0.0% | 183 | -1,293 | -18.23% | Q3 2026 | Oct 28, 2026 |
| CLG LLC | History | Added to | 5,753 | 249 | 0.05% | 0.05% | 184 | +12 | 0.21% | Q3 2026 | Oct 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 5,938 | 248 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stone Wealth Partners | History | New | 5,568 | 241 | 0.08% | — | 186 | +5,568 | New | Q3 2026 | Nov 04, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 5,525 | 239 | 0.01% | 0.01% | 187 | -1,923 | -25.82% | Q3 2026 | Oct 29, 2026 |
| Brookstone Capital Management | History | Added to | 5,503 | 238 | 0.0% | 0.0% | 189 | +294 | 5.64% | Q3 2026 | Oct 22, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 5,694 | 238 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J HAGAN CAPITAL, INC. | History | No change | 5,701 | 238 | 0.11% | 0.11% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Facet Wealth, Inc. | History | Reduced | 5,473 | 237 | 0.0% | 0.0% | 191 | -43 | -0.78% | Q3 2026 | Nov 04, 2026 |
| Capital Investment Advisors, LLC | History | New | 5,389 | 233 | 0.0% | — | 192 | +5,389 | New | Q3 2026 | Oct 22, 2026 |
| Roxbury Financial LLC | History | Added to | 5,363 | 232 | 0.18% | 0.18% | 194 | +3 | 0.06% | Q3 2026 | Oct 01, 2026 |
| Community Bank & Trust, Waco, Texas | History | No change | 5,356 | 232 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 5,296 | 231 | 0.03% | 0.03% | 195 | +11 | 0.21% | Q3 2026 | Oct 08, 2026 |
| Trust Point Inc. | History | No change | 5,320 | 230 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Golden Reserve Retirement LLC | History | New | 5,152 | 223 | 0.03% | — | 197 | +5,152 | New | Q3 2026 | Oct 30, 2026 |
| Advisory Alpha, LLC | History | No change | 5,290 | 221 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 5,272 | 220 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 5,240 | 219 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,218 | 218 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 5,143 | 215 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NWAM LLC | History | No change | 5,109 | 214 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 5,926 | 214 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 4,884 | 209 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 4,968 | 208 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ShoreHaven Wealth Partners, LLC | History | New | 4,771 | 206 | 0.06% | — | 207 | +4,771 | New | Q3 2026 | Oct 16, 2026 |
| Next Level Private LLC | History | New | 4,641 | 201 | 0.04% | — | 209 | +4,641 | New | Q3 2026 | Oct 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,814 | 201 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 4,628 | 200 | 0.12% | 0.11% | 210 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Latitude Advisors, LLC | History | Reduced | 4,474 | 193 | 0.06% | 0.08% | 211 | -457 | -9.27% | Q3 2026 | Oct 27, 2026 |
| Arax Advisory Partners | History | No change | 4,390 | 183 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 3,902 | 169 | 0.14% | 0.14% | 213 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,617 | 151 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,589 | 150 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 3,358 | 145 | 0.04% | 0.04% | 216 | +6 | 0.18% | Q3 2026 | Oct 26, 2026 |
| Root Financial Partners, LLC | History | New | 3,258 | 141 | 0.0% | — | 217 | +3,258 | New | Q3 2026 | Oct 21, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 3,000 | 129 | 0.21% | 0.05% | 218 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Corsicana & Co. | History | No change | 3,068 | 128 | 0.06% | 0.06% | 219 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 2,847 | 119 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,798 | 117 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kingdom Financial Group LLC. | History | New | 2,473 | 107 | 0.03% | — | 222 | +2,473 | New | Q3 2026 | Nov 04, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 2,496 | 104 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,118 | 88 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 2,017 | 87 | 0.04% | — | 225 | +2,017 | New | Q3 2026 | Oct 13, 2026 |
| Blue Trust, Inc. | History | Added to | 1,871 | 81 | 0.0% | 0.0% | 226 | +1,819 | 3498.08% | Q3 2026 | Oct 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,691 | 73 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| IFP Advisors, Inc | History | Added to | 1,618 | 70 | 0.0% | 0.0% | 228 | +481 | 42.3% | Q3 2026 | Oct 16, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,687 | 70 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,564 | 65 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ADVISERS INC | History | No change | 1,507 | 63 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFSG, LLC | History | No change | 1,471 | 63 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,480 | 62 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,321 | 54 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EPG Wealth Management LLC | History | Reduced | 1,118 | 48 | 0.01% | 0.01% | 235 | -119 | -9.62% | Q3 2026 | Nov 03, 2026 |
| Anchor Investment Management, LLC | History | No change | 994 | 41 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 904 | 39 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Monetary Solutions, Ltd | History | New | 900 | 38 | 0.03% | — | 239 | +900 | New | Q3 2026 | Oct 22, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 897 | 38 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 859 | 37 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Dunhill Financial, LLC | History | No change | 859 | 36 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | No change | 838 | 35 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | No change | 711 | 30 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Archer Investment Corp | History | No change | 704 | 30 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 603 | 26 | 0.0% | — | 245 | +603 | New | Q3 2026 | Nov 04, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 575 | 24 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BAYBAN | History | No change | 556 | 23 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Rialto Wealth Management, LLC | History | No change | 500 | 20 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Byrne Asset Management LLC | History | No change | 372 | 16 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 390 | 16 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 347 | 14 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abound Wealth Management | History | No change | 344 | 14 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 343 | 14 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 306 | 13 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Mosley Wealth Management | History | No change | 299 | 13 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 312 | 13 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 263 | 11 | 0.0% | — | 258 | +263 | New | Q3 2026 | Nov 02, 2026 |
| Concord Wealth Partners | History | No change | 256 | 11 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Key Capital Management, INC | History | New | 252 | 10 | 0.0% | — | 259 | +252 | New | Q3 2026 | Nov 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 228 | 9 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Napier Financial, LLC | History | No change | 231 | 9 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Buck Wealth Strategies, LLC | History | New | 208 | 8 | 0.0% | — | 265 | +208 | New | Q3 2026 | Oct 28, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 210 | 8 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 192 | 8 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BFC Planning, Inc. | History | No change | 210 | 8 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Centerpoint Advisors, LLC | History | New | 169 | 7 | 0.0% | — | 269 | +169 | New | Q3 2026 | Nov 05, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 165 | 7 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 170 | 7 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 180 | 7 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Johnson Financial Group, Inc. | History | No change | 148 | 6 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Darwin Wealth Management, LLC | History | No change | 161 | 6 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 152 | 6 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 133 | 5 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| High Point Wealth Management, LLC | History | No change | 121 | 5 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Ascentis Wealth Management, LLC | History | New | 112 | 4 | 0.0% | — | 277 | +112 | New | Q3 2026 | Nov 03, 2026 |
| JPL Wealth Management, LLC | History | No change | 117 | 4 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crews Bank & Trust | History | No change | 108 | 4 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TD Waterhouse Canada Inc. | History | New | 73 | 3 | 0.0% | — | 281 | +73 | New | Q3 2026 | Oct 16, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 90 | 3 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 87 | 3 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| LRI Investments, LLC | History | No change | 87 | 3 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| First Command Advisory Services, Inc. | History | No change | 67 | 2 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| BlackRock, Inc. | History | No change | 55 | 2 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mainstream Capital Management LLC | History | New | 36 | 1 | 0.0% | — | 285 | +36 | New | Q3 2026 | Oct 23, 2026 |
| Asset Dedication, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -85,609 | -100.0% | Q3 2026 | Nov 03, 2026 |
| KPP Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -65,121 | -100.0% | Q3 2026 | Oct 26, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -23,075 | -100.0% | Q3 2026 | Oct 21, 2026 |
| PINNACLE ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -11,803 | -100.0% | Q3 2026 | Oct 20, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -11,135 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,482 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2026 | Oct 29, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Kings Path Partners LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |