FIDELITY COVINGTON TRUST - FELG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 9,026,817 | 407,019 | 3.07% | 2.83% | 1 | +392,817 | 4.55% | Q3 2026 | Oct 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 7,427,673 | 324,960 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 7,195,146 | 314,787 | 0.64% | 0.64% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 6,563,708 | 287,162 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 4,518,399 | 197,679 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 4,315,072 | 194,566 | 0.25% | 0.23% | 6 | +144,003 | 3.45% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,806,311 | 122,776 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 178,036 | 91,315 | 5.64% | 0.0% | 8 | +176,509 | 11559.2% | Q3 2026 | Nov 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,641,472 | 74,013 | 0.21% | 0.21% | 9 | +158,063 | 10.66% | Q3 2026 | Nov 02, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 1,399,471 | 63,102 | 15.84% | 15.21% | 10 | +58,871 | 4.39% | Q3 2026 | Oct 08, 2026 |
| Cetera Investment Advisers | History | No change | 1,277,888 | 55,907 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 853,626 | 37,360 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 837,850 | 36,655 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spectrum Investment Advisors, Inc. | History | No change | 637,144 | 27,875 | 11.4% | 11.4% | 14 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IAG Wealth Partners, LLC | History | No change | 631,926 | 27,646 | 2.74% | 2.74% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 607,938 | 27,501 | 0.05% | 0.04% | 16 | +83,888 | 16.01% | Q3 2026 | Nov 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 563,916 | 24,338 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 549,118 | 24,023 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 503,672 | 22,710 | 2.84% | 2.7% | 19 | +22,324 | 4.64% | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 497,711 | 22,442 | 0.05% | 0.05% | 20 | -30,003 | -5.69% | Q3 2026 | Nov 02, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 485,600 | 21,245 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Capital Management, LLC | History | No change | 452,048 | 19,777 | 0.21% | 0.21% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prepared Retirement Institute LLC | History | No change | 384,328 | 16,814 | 7.16% | 7.16% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Added to | 343,675 | 15,496 | 1.5% | 1.46% | 24 | +13,991 | 4.24% | Q3 2026 | Oct 13, 2026 |
| UNIVEST FINANCIAL Corp | History | New | 338,976 | 15,284 | 0.72% | — | 25 | +338,976 | New | Q3 2026 | Nov 05, 2026 |
| 46 Peaks LLC | History | Reduced | 333,969 | 15,058 | 9.63% | 9.66% | 26 | -17,246 | -4.91% | Q3 2026 | Nov 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 339,551 | 14,855 | 0.18% | 0.18% | 27 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Valmark Advisers, Inc. | History | No change | 330,476 | 14,458 | 0.15% | 0.15% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 313,807 | 14,149 | 1.64% | 1.55% | 29 | +10,905 | 3.6% | Q3 2026 | Oct 13, 2026 |
| Bleakley Financial Group, LLC | History | No change | 263,298 | 11,519 | 0.15% | 0.15% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vise Technologies, Inc. | History | Added to | 230,872 | 10,410 | 0.09% | 0.02% | 31 | +198,415 | 611.32% | Q3 2026 | Oct 28, 2026 |
| Private Advisor Group, LLC | History | No change | 236,883 | 10,363 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 218,228 | 9,839 | 4.87% | 5.24% | 33 | +9,810 | 4.71% | Q3 2026 | Nov 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 201,297 | 9,076 | 0.06% | 0.04% | 34 | +76,214 | 60.93% | Q3 2026 | Oct 08, 2026 |
| Advisory Resource Group | History | Added to | 198,996 | 8,972 | 1.29% | 1.18% | 35 | +19,677 | 10.97% | Q3 2026 | Oct 26, 2026 |
| Triangle Securities Wealth Management | History | New | 196,332 | 8,852 | 1.7% | — | 36 | +196,332 | New | Q3 2026 | Oct 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 199,953 | 8,747 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 195,102 | 8,535 | 4.67% | 4.67% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 175,524 | 7,914 | 0.34% | 0.28% | 39 | +26,210 | 17.55% | Q3 2026 | Nov 05, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 174,127 | 7,851 | 1.7% | 1.69% | 40 | +2,008 | 1.17% | Q3 2026 | Nov 03, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 170,962 | 7,479 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 159,282 | 7,182 | 0.7% | 0.58% | 42 | +24,231 | 17.94% | Q3 2026 | Oct 27, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 138,502 | 6,059 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 123,883 | 5,419 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 112,887 | 4,938 | 0.08% | 0.08% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 104,321 | 4,564 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investmark Advisory Group LLC | History | Added to | 99,029 | 4,465 | 1.45% | 1.45% | 47 | +11,615 | 13.29% | Q3 2026 | Oct 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 96,659 | 4,358 | 0.01% | 0.0% | 48 | +4,059 | 4.38% | Q3 2026 | Oct 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 98,521 | 4,310 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 90,683 | 4,088 | 0.76% | 0.79% | 50 | -4,267 | -4.49% | Q3 2026 | Oct 21, 2026 |
| ROYAL BANK OF CANADA | History | No change | 85,290 | 3,732 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 82,085 | 3,701 | 0.38% | — | 52 | +82,085 | New | Q3 2026 | Oct 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 83,625 | 3,658 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Lido Advisors, LLC | History | Added to | 74,946 | 3,379 | 0.01% | 0.01% | 54 | +21 | 0.03% | Q3 2026 | Nov 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 75,944 | 3,322 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baron Wealth Management LLC | History | Added to | 67,606 | 3,048 | 0.78% | 0.66% | 56 | +9,755 | 16.86% | Q3 2026 | Oct 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 59,106 | 2,665 | 0.1% | 0.06% | 57 | +21,986 | 59.23% | Q3 2026 | Oct 26, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 59,500 | 2,603 | 0.32% | 0.32% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 54,389 | 2,379 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 52,846 | 2,312 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 50,236 | 2,197 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 47,880 | 2,094 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 45,987 | 2,073 | 0.09% | 0.01% | 63 | +38,915 | 550.27% | Q3 2026 | Nov 04, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 45,918 | 2,008 | 0.26% | 0.26% | 64 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 45,730 | 2,000 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 42,998 | 1,938 | 0.24% | 0.19% | 66 | +8,145 | 23.37% | Q3 2026 | Oct 15, 2026 |
| Creative Planning | History | Added to | 42,391 | 1,911 | 0.0% | 0.0% | 67 | +668 | 1.6% | Q3 2026 | Nov 02, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 41,860 | 1,887 | 1.08% | 1.1% | 68 | +2,969 | 7.63% | Q3 2026 | Oct 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 42,935 | 1,811 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 40,819 | 1,785 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WARNER FINANCIAL, INC | History | No change | 38,802 | 1,697 | 0.5% | 0.5% | 71 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 38,521 | 1,685 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| InTrack Investment Management Inc | History | Reduced | 37,048 | 1,670 | 0.81% | 0.83% | 73 | -1,358 | -3.54% | Q3 2026 | Oct 15, 2026 |
| Rolek Wealth Management LLC | History | Reduced | 34,206 | 1,542 | 0.82% | 0.85% | 74 | -463 | -1.34% | Q3 2026 | Oct 21, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 34,348 | 1,502 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 32,025 | 1,444 | 1.16% | 1.09% | 76 | +1,100 | 3.56% | Q3 2026 | Oct 15, 2026 |
| Hilltop Holdings Inc. | History | No change | 32,997 | 1,443 | 0.11% | 0.11% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 32,375 | 1,416 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 31,374 | 1,372 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 31,314 | 1,369 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 31,750 | 1,340 | 0.02% | 0.01% | 81 | +13,964 | 78.51% | Q3 2026 | Nov 04, 2026 |
| Ball & Co Wealth Management Inc. | History | Added to | 29,731 | 1,340 | 0.91% | 0.88% | 82 | +1,293 | 4.55% | Q3 2026 | Nov 04, 2026 |
| Nova Wealth Management, Inc. | History | No change | 30,566 | 1,337 | 0.74% | 0.74% | 83 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Element Wealth, LLC | History | No change | 29,912 | 1,308 | 0.49% | 0.49% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 28,402 | 1,280 | 0.06% | 0.07% | 85 | -130 | -0.46% | Q3 2026 | Oct 28, 2026 |
| Focus Partners Wealth | History | No change | 29,243 | 1,279 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 26,763 | 1,206 | 0.05% | 0.41% | 87 | -151,329 | -84.97% | Q3 2026 | Oct 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 24,859 | 1,120 | 0.07% | 0.09% | 88 | +3 | 0.01% | Q3 2026 | Oct 29, 2026 |
| Redwood Financial Network Corp | History | Reduced | 24,283 | 1,094 | 0.59% | 0.6% | 89 | -577 | -2.32% | Q3 2026 | Nov 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 24,672 | 1,079 | 0.11% | 0.11% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | New | 23,756 | 1,071 | 0.02% | — | 91 | +23,756 | New | Q3 2026 | Nov 03, 2026 |
| IFG Advisory, LLC | History | No change | 23,992 | 1,049 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 23,547 | 1,030 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 22,610 | 989 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meadowbrook Advisors Group, LLC | History | No change | 21,830 | 955 | 0.51% | 0.51% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TrustWell Financial Advisors, LLC | History | No change | 20,733 | 934 | 0.79% | 0.77% | 96 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| IHT Wealth Management, LLC | History | No change | 21,228 | 928 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Castleview Partners, LLC | History | Added to | 20,036 | 903 | 0.4% | 0.38% | 98 | +185 | 0.93% | Q3 2026 | Oct 09, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | No change | 19,973 | 873 | 0.72% | 0.72% | 99 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 19,797 | 866 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 18,865 | 850 | 0.45% | 0.46% | 101 | -619 | -3.18% | Q3 2026 | Oct 16, 2026 |
| Geneva Partners, LLC | History | Added to | 18,442 | 831 | 0.25% | 0.21% | 102 | +15 | 0.08% | Q3 2026 | Oct 26, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 18,354 | 827 | 0.45% | 0.46% | 103 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Pure Financial Advisors, LLC | History | No change | 18,889 | 826 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Partners Group, Inc | History | Reduced | 18,217 | 821 | 0.09% | 0.08% | 105 | -792 | -4.17% | Q3 2026 | Oct 19, 2026 |
| Advisory Services Network, LLC | History | No change | 18,398 | 804 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 17,963 | 785 | 0.38% | 0.38% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 17,286 | 779 | 0.52% | 0.59% | 108 | -2,300 | -11.74% | Q3 2026 | Oct 07, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 17,042 | 768 | 0.05% | 0.05% | 109 | +14 | 0.08% | Q3 2026 | Oct 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 17,404 | 761 | 0.58% | 0.58% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 16,584 | 748 | 0.02% | 0.02% | 111 | +870 | 5.54% | Q3 2026 | Oct 22, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 16,569 | 747 | 0.02% | 0.02% | 112 | +14 | 0.08% | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | No change | 16,239 | 710 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sovran Advisors, LLC | History | Reduced | 16,299 | 708 | 0.05% | 0.07% | 114 | -6,218 | -27.61% | Q3 2026 | Oct 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 15,449 | 705 | 0.0% | 0.0% | 115 | -421 | -2.65% | Q3 2026 | Oct 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 16,078 | 703 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 15,957 | 698 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 15,958 | 698 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Charter Capital Management, LLC\DE | History | Reduced | 15,367 | 692 | 0.31% | 0.3% | 119 | -90 | -0.58% | Q3 2026 | Oct 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 15,560 | 680 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Maia Wealth LLC | History | Added to | 14,450 | 651 | 0.09% | 0.07% | 121 | +2,903 | 25.14% | Q3 2026 | Oct 19, 2026 |
| Gibson Capital, LLC | History | No change | 14,121 | 636 | 0.11% | 0.1% | 122 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| &PARTNERS | History | No change | 14,482 | 633 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 13,913 | 627 | 0.03% | 0.03% | 124 | -2,051 | -12.85% | Q3 2026 | Nov 05, 2026 |
| Wedmont Private Capital | History | No change | 13,616 | 622 | 0.01% | 0.02% | 125 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 13,781 | 602 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Stratos Investment Management, LLC | History | No change | 13,683 | 598 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 12,998 | 568 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 12,481 | 562 | 0.02% | 0.03% | 129 | +1,281 | 11.44% | Q3 2026 | Oct 26, 2026 |
| Perennial Advisors, LLC | History | Reduced | 12,225 | 551 | 0.08% | 0.09% | 130 | -450 | -3.55% | Q3 2026 | Oct 13, 2026 |
| SHP Wealth Management | History | No change | 12,336 | 539 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 11,981 | 524 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | No change | 11,990 | 524 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMA Wealth Management, LLC | History | Reduced | 11,557 | 521 | 0.33% | 0.32% | 134 | -50 | -0.43% | Q3 2026 | Oct 21, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 11,552 | 520 | 0.04% | 0.03% | 135 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Advyzon Investment Management, LLC | History | No change | 11,552 | 505 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 11,179 | 504 | 0.01% | 0.01% | 137 | +3,754 | 50.56% | Q3 2026 | Oct 21, 2026 |
| Security National Bank | History | No change | 11,056 | 498 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Equitable Holdings, Inc. | History | No change | 11,356 | 496 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Regal Investment Advisors LLC | History | No change | 11,227 | 491 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 10,788 | 486 | 0.08% | 0.09% | 141 | -918 | -7.84% | Q3 2026 | Oct 23, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 10,715 | 483 | 0.14% | 0.14% | 142 | +8 | 0.07% | Q3 2026 | Oct 08, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 10,595 | 477 | 0.12% | 0.12% | 143 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MAI Capital Management | History | No change | 10,849 | 474 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 10,833 | 473 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 10,346 | 466 | 0.0% | 0.01% | 146 | -258 | -2.43% | Q3 2026 | Oct 30, 2026 |
| Atria Investments, Inc | History | Reduced | 10,271 | 463 | 0.0% | 0.01% | 147 | -5,163 | -33.45% | Q3 2026 | Oct 15, 2026 |
| CLG LLC | History | Added to | 10,288 | 463 | 0.1% | 0.1% | 148 | +306 | 3.07% | Q3 2026 | Oct 13, 2026 |
| Key FInancial Inc | History | No change | 10,082 | 454 | 0.07% | 0.07% | 149 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Pathstone Holdings, LLC | History | No change | 10,021 | 438 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 9,355 | 421 | 0.01% | 0.01% | 151 | +7 | 0.07% | Q3 2026 | Nov 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 9,571 | 418 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 9,500 | 415 | 0.06% | 0.07% | 154 | -1,500 | -13.64% | Q3 2026 | Nov 03, 2026 |
| Sigma Planning Corp | History | Reduced | 9,223 | 415 | 0.01% | 0.01% | 153 | -283 | -2.98% | Q3 2026 | Oct 23, 2026 |
| AE Wealth Management LLC | History | No change | 9,491 | 415 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Added to | 8,895 | 401 | 0.24% | 0.22% | 156 | +470 | 5.58% | Q3 2026 | Nov 02, 2026 |
| GWN SECURITIES INC. | History | No change | 9,006 | 393 | 0.07% | 0.07% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 8,440 | 380 | 0.01% | 0.01% | 158 | -161 | -1.87% | Q3 2026 | Oct 14, 2026 |
| Sage Capital Management, LLC | History | Added to | 8,284 | 373 | 0.14% | 0.14% | 159 | +6 | 0.07% | Q3 2026 | Oct 20, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 8,222 | 370 | 0.11% | 0.12% | 161 | -540 | -6.16% | Q3 2026 | Oct 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 8,469 | 370 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 8,071 | 363 | 0.13% | 0.13% | 162 | -270 | -3.24% | Q3 2026 | Oct 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 7,831 | 353 | 0.01% | 0.01% | 163 | -746 | -8.7% | Q3 2026 | Nov 05, 2026 |
| Savvy Advisors, Inc. | History | No change | 7,909 | 346 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,661 | 345 | 0.0% | 0.0% | 165 | +4,030 | 110.99% | Q3 2026 | Nov 05, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 7,852 | 342 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 7,646 | 334 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TENET WEALTH PARTNERS, LLC | History | No change | 7,399 | 333 | 0.23% | 0.23% | 168 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Empower Advisory Group, LLC | History | No change | 7,502 | 328 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 7,190 | 324 | 0.04% | 0.04% | 170 | +6 | 0.08% | Q3 2026 | Oct 23, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 7,242 | 323 | 0.0% | 0.01% | 171 | +6 | 0.08% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 7,242 | 323 | 0.0% | 0.01% | 172 | +6 | 0.08% | Q3 2026 | Oct 20, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 7,078 | 319 | 0.04% | 0.05% | 173 | -983 | -12.19% | Q3 2026 | Nov 04, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 7,109 | 313 | 0.07% | 0.07% | 174 | +5 | 0.07% | Q3 2026 | Oct 26, 2026 |
| Moors & Cabot, Inc. | History | No change | 6,982 | 305 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Widmann Financial Services, Inc. | History | No change | 6,898 | 301 | 0.16% | 0.16% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LongView Wealth Management | History | Added to | 6,636 | 299 | 0.07% | 0.07% | 177 | +452 | 7.31% | Q3 2026 | Oct 19, 2026 |
| Bensler, LLC | History | Added to | 6,567 | 296 | 0.03% | 0.03% | 178 | +3 | 0.05% | Q3 2026 | Nov 05, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 6,527 | 285 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 6,499 | 284 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Quantinno Capital Management LP | History | No change | 6,301 | 275 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RDA Financial Network | History | Reduced | 6,096 | 274 | 0.06% | 0.06% | 182 | -79 | -1.28% | Q3 2026 | Oct 15, 2026 |
| Curi Capital, LLC | History | No change | 6,081 | 266 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,076 | 265 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Richardson Capital Management LLC | History | No change | 5,777 | 260 | 0.11% | 0.11% | 185 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Tidemark, LLC | History | No change | 5,957 | 260 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Calamos Wealth Management LLC | History | No change | 5,726 | 258 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 5,693 | 256 | 0.01% | 0.01% | 189 | +600 | 11.78% | Q3 2026 | Oct 29, 2026 |
| KLCM Advisors, Inc. | History | No change | 5,858 | 256 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 5,864 | 256 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 5,590 | 252 | 0.0% | 0.01% | 191 | -13,283 | -70.38% | Q3 2026 | Oct 15, 2026 |
| Independent Advisor Alliance | History | No change | 5,752 | 251 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 5,707 | 249 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 5,500 | 247 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 5,421 | 237 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthspire Retirement, LLC | History | No change | 5,432 | 237 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,232 | 235 | 0.0% | 0.0% | 197 | +1 | 0.02% | Q3 2026 | Oct 23, 2026 |
| Carson Advisory Inc. | History | No change | 5,365 | 234 | 0.11% | 0.11% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Opus Financial Solutions LLC | History | No change | 5,348 | 233 | 0.19% | 0.19% | 199 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 5,323 | 232 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LVW Advisors, LLC | History | No change | 5,043 | 227 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Capital Analysts, LLC | History | No change | 5,040 | 221 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Signature Equity Partners, LLC | History | No change | 4,907 | 221 | 0.08% | 0.1% | 203 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | No change | 5,004 | 218 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 4,817 | 217 | 0.0% | 0.01% | 205 | -6,801 | -58.54% | Q3 2026 | Oct 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 4,856 | 212 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 4,762 | 208 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 4,578 | 206 | 0.01% | — | 208 | +4,578 | New | Q3 2026 | Oct 23, 2026 |
| FCG Investment Co | History | New | 4,484 | 202 | 0.07% | — | 209 | +4,484 | New | Q3 2026 | Oct 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 4,479 | 201 | 0.12% | — | 210 | +4,479 | New | Q3 2026 | Nov 03, 2026 |
| Allworth Financial LP | History | No change | 4,081 | 178 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,581 | 161 | 0.0% | 0.0% | 212 | +468 | 15.03% | Q3 2026 | Oct 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 3,507 | 158 | 0.04% | 0.05% | 213 | +3 | 0.09% | Q3 2026 | Oct 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,335 | 150 | 0.0% | 0.0% | 214 | -263 | -7.31% | Q3 2026 | Nov 05, 2026 |
| Blume Capital Management, Inc. | History | No change | 3,264 | 147 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 2,929 | 132 | 0.11% | 0.11% | 216 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Root Financial Partners, LLC | History | New | 2,698 | 121 | 0.0% | — | 217 | +2,698 | New | Q3 2026 | Oct 21, 2026 |
| Atomic Invest LLC | History | No change | 2,470 | 106 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Latitude Advisors, LLC | History | New | 2,211 | 99 | 0.03% | — | 219 | +2,211 | New | Q3 2026 | Oct 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,939 | 87 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| IFP Advisors, Inc | History | No change | 1,861 | 83 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,892 | 82 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| New England Capital Financial Advisors LLC | History | New | 1,759 | 79 | 0.02% | — | 223 | +1,759 | New | Q3 2026 | Nov 03, 2026 |
| ROGCO, LP | History | No change | 1,521 | 66 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,451 | 63 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,385 | 62 | 0.1% | 0.02% | 226 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,241 | 54 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regatta Research & Money Management | History | No change | 1,236 | 54 | 0.05% | 0.05% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,183 | 53 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Ancora Advisors LLC | History | No change | 1,200 | 52 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Advisors | History | No change | 1,121 | 49 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Abound Wealth Management | History | No change | 1,092 | 49 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Costello Asset Management, INC | History | No change | 1,025 | 46 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| POM Investment Strategies, LLC | History | No change | 928 | 41 | 0.03% | 0.05% | 234 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 860 | 37 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | Added to | 689 | 31 | 0.0% | 0.0% | 236 | +1 | 0.15% | Q3 2026 | Nov 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 595 | 27 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Heritage Wealth Advisors | History | No change | 552 | 24 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 488 | 21 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 470 | 20 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 440 | 19 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 435 | 19 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 409 | 18 | 0.0% | 0.01% | 244 | -131 | -24.26% | Q3 2026 | Nov 04, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 410 | 18 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 300 | 13 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 254 | 11 | 0.0% | 0.0% | 246 | +1 | 0.4% | Q3 2026 | Oct 15, 2026 |
| Archer Investment Corp | History | No change | 204 | 9 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 169 | 7 | 0.0% | 4.61% | 248 | -458,145 | -99.96% | Q3 2026 | Oct 30, 2026 |
| Cape Investment Advisory, Inc. | History | New | 128 | 5 | 0.0% | — | 249 | +128 | New | Q3 2026 | Oct 13, 2026 |
| Piscataqua Savings Bank | History | No change | 110 | 4 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Cornerstone Financial Management LLC | History | No change | 106 | 4 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 49 | 2 | 0.0% | — | 253 | +49 | New | Q3 2026 | Oct 23, 2026 |
| LRI Investments, LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rossby Financial, LCC | History | New | 25 | 1 | 0.0% | — | 255 | +25 | New | Q3 2026 | Nov 05, 2026 |
| Essential Investment Partners LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -46,984 | -100.0% | Q3 2026 | Oct 23, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,763 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Apex Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,084 | -100.0% | Q3 2026 | Oct 20, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,621 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,043 | -100.0% | Q3 2026 | Oct 16, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Decker Retirement Planning Inc. | History | New | 22 | 0 | — | — | — | +22 | New | Q3 2026 | Oct 19, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Nov 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |