FIDELITY COVINGTON TRUST - FESM
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 | Reduced | 24,935,805 | 1,204,149 | 0.05% | 0.05% | 1 | -2,053,010 | -7.61% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 7,917,913 | 382,726 | 0.08% | 0.05% | 2 | +1,884,793 | 31.24% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 6,191,824 | 299,003 | 0.07% | 0.05% | 3 | +1,067,179 | 20.82% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,448,956 | 214,840 | 0.11% | 0.09% | 4 | +699,208 | 18.65% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 2,890,540 | 139,584 | 1.35% | 1.37% | 5 | -222,524 | -7.15% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 2,763,133 | 133,431 | 0.12% | 0.08% | 6 | +801,025 | 40.82% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,594,423 | 125,284 | 0.03% | 0.03% | 7 | +263,258 | 11.29% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,584,876 | 124,823 | 0.2% | 0.19% | 8 | -199,512 | -7.17% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,510,828 | 121,247 | 0.02% | 0.02% | 9 | +378,423 | 17.75% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,419,327 | 116,829 | 0.15% | 0.12% | 10 | +174,908 | 7.79% | Q2 2026 | Jul 29, 2026 |
| MORGAN STANLEY | History | Added to | 2,061,259 | 99,538 | 0.01% | 0.0% | 11 | +739,957 | 56.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,876,054 | 89,787 | 0.0% | 0.0% | 12 | +42,461 | 2.32% | Q2 2026 | Aug 12, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 1,806,141 | 87,218 | 0.65% | 0.6% | 13 | -4,471 | -0.25% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,749,135 | 84,499 | 0.1% | 0.07% | 14 | +410,329 | 30.65% | Q2 2026 | Aug 14, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 1,742,429 | 84,141 | 1.99% | 1.75% | 15 | -8,409 | -0.48% | Q2 2026 | Aug 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,501,451 | 72,505 | 0.02% | 0.01% | 16 | +441,088 | 41.6% | Q2 2026 | Aug 03, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 1,404,752 | 67,835 | 0.51% | 0.45% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,331,452 | 64,295 | 0.0% | 0.0% | 18 | +459,596 | 52.71% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,246,856 | 60,211 | 0.01% | 0.01% | 19 | +26,800 | 2.2% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,194,801 | 57,696 | 0.12% | 0.09% | 20 | +334,523 | 38.89% | Q2 2026 | Aug 07, 2026 |
| Calamos Wealth Management LLC | History | Added to | 1,063,263 | 51,344 | 1.55% | 1.32% | 21 | +51,632 | 5.1% | Q2 2026 | Jul 31, 2026 |
| Waverly Advisors, LLC | History | New | 947,267 | 45,743 | 0.27% | — | 22 | +947,267 | New | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | Added to | 851,673 | 41,127 | 0.95% | 0.84% | 23 | +9,816 | 1.17% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 790,289 | 38,163 | 0.12% | 0.1% | 24 | +77,918 | 10.94% | Q2 2026 | Jul 28, 2026 |
| Focus Financial Network, Inc. | History | Added to | 771,548 | 37,258 | 1.15% | 0.99% | 25 | +43,768 | 6.01% | Q2 2026 | Jul 09, 2026 |
| TruWealth Advisors, LLC | History | No change | 923,152 | 35,079 | 1.69% | 1.69% | 26 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 451,959 | 21,825 | 2.46% | 2.11% | 27 | +22,343 | 5.2% | Q2 2026 | Jul 22, 2026 |
| Systelligence, LLC | History | New | 400,481 | 19,339 | 3.23% | — | 28 | +400,481 | New | Q2 2026 | Jul 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 392,125 | 18,935 | 0.03% | 0.02% | 29 | +14,911 | 3.95% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 383,270 | 18,508 | 0.02% | 0.01% | 30 | +26,158 | 7.32% | Q2 2026 | Aug 12, 2026 |
| Parkside Investments, LLC | History | Added to | 382,383 | 18,465 | 2.05% | 1.66% | 31 | +22,210 | 6.17% | Q2 2026 | Jul 13, 2026 |
| Stadion Money Management, LLC | History | Reduced | 370,869 | 17,909 | 1.54% | 1.58% | 32 | -41,700 | -10.11% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 355,647 | 17,174 | 0.27% | 0.16% | 33 | +120,947 | 51.53% | Q2 2026 | Aug 10, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Added to | 335,887 | 16,219 | 3.64% | 3.24% | 34 | +5,525 | 1.67% | Q2 2026 | Aug 07, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 332,587 | 16,060 | 0.57% | 0.52% | 35 | +5,835 | 1.79% | Q2 2026 | Aug 05, 2026 |
| DAHRING | CUSMANO LLC | History | Added to | 319,007 | 15,404 | 8.12% | 7.16% | 36 | +12,297 | 4.01% | Q2 2026 | Jul 28, 2026 |
| Berger Financial Group, Inc | History | Added to | 318,779 | 15,393 | 0.79% | 0.67% | 37 | +4,343 | 1.38% | Q2 2026 | Aug 04, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 309,901 | 14,965 | 3.76% | 4.54% | 38 | -11,460 | -3.57% | Q2 2026 | Jul 24, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 297,644 | 13,905 | 4.19% | 3.73% | 39 | +16,576 | 5.9% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 285,212 | 13,773 | 0.03% | 0.02% | 40 | +48,034 | 20.25% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 260,147 | 12,562 | 0.07% | 0.04% | 41 | +115,066 | 79.31% | Q2 2026 | Aug 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 242,900 | 11,729 | 0.01% | — | 42 | +242,900 | New | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 241,427 | 11,658 | 0.46% | 0.35% | 43 | +31,733 | 15.13% | Q2 2026 | Aug 14, 2026 |
| Aurdan Capital Management, LLC | History | New | 234,665 | 11,331 | 2.87% | — | 44 | +234,665 | New | Q2 2026 | Jul 15, 2026 |
| UBS Group AG | History | Added to | 226,814 | 10,952 | 0.0% | 0.0% | 45 | +72,805 | 47.27% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 223,920 | 10,813 | 0.2% | 0.17% | 46 | +11,766 | 5.55% | Q2 2026 | Aug 14, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 214,717 | 10,368 | 4.81% | 1.04% | 47 | +170,666 | 387.43% | Q2 2026 | Jul 24, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 196,379 | 9,843 | 0.64% | 0.4% | 48 | +58,707 | 42.64% | Q2 2026 | Jul 08, 2026 |
| Landing Point Financial Group, LLC | History | Reduced | 202,070 | 9,757 | 3.32% | 4.96% | 49 | -67,095 | -24.93% | Q2 2026 | Aug 06, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 200,250 | 9,670 | 4.77% | 4.39% | 50 | +1,919 | 0.97% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 192,503 | 9,295 | 0.01% | 0.01% | 51 | +40,791 | 26.89% | Q2 2026 | Aug 13, 2026 |
| Modus Advisors, LLC | History | Added to | 176,654 | 8,530 | 2.11% | 1.84% | 52 | +566 | 0.32% | Q2 2026 | Aug 03, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 175,450 | 8,472 | 0.16% | 0.1% | 53 | +47,258 | 36.87% | Q2 2026 | Aug 04, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 169,703 | 8,194 | 1.77% | 1.47% | 54 | +9,911 | 6.2% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 164,278 | 7,932 | 0.0% | 0.0% | 55 | +24,985 | 17.94% | Q2 2026 | Aug 06, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 159,597 | 7,706 | 1.02% | 1.04% | 56 | -9,589 | -5.67% | Q2 2026 | Jul 16, 2026 |
| American National Bank of Texas | History | Reduced | 154,613 | 7,466 | 6.81% | 5.81% | 57 | -5,812 | -3.62% | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 142,639 | 6,888 | 0.65% | — | 58 | +142,639 | New | Q2 2026 | Aug 14, 2026 |
| Marble Wealth, LLC | History | Added to | 140,462 | 6,782 | 1.04% | 0.8% | 59 | +20,835 | 17.42% | Q2 2026 | Aug 07, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 141,895 | 6,721 | 3.14% | 3.09% | 60 | -15,297 | -9.73% | Q2 2026 | Jul 15, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 139,079 | 6,716 | 2.05% | 1.82% | 61 | -3,053 | -2.15% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | Added to | 138,909 | 6,707 | 0.07% | 0.06% | 62 | +3,747 | 2.77% | Q2 2026 | Jul 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 133,836 | 6,462 | 0.04% | 0.01% | 63 | +94,235 | 237.96% | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 134,818 | 6,407 | 0.01% | 0.0% | 64 | +122,200 | 968.46% | Q2 2026 | Jul 15, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 132,532 | 6,399 | 0.63% | 0.51% | 65 | +11,211 | 9.24% | Q2 2026 | Aug 06, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 124,642 | 6,018 | 1.93% | 1.52% | 66 | +13,549 | 12.2% | Q2 2026 | Aug 04, 2026 |
| tru Independence LLC | History | Reduced | 122,579 | 5,919 | 2.59% | 2.47% | 67 | -8,775 | -6.68% | Q2 2026 | Aug 10, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 150,039 | 5,701 | 0.98% | 0.97% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Integrated Capital Management, LLC | History | Added to | 117,377 | 5,668 | 2.04% | 1.88% | 69 | +88 | 0.08% | Q2 2026 | Jul 31, 2026 |
| Breakwater Capital Group | History | Added to | 117,082 | 5,653 | 0.68% | 0.29% | 70 | +59,675 | 103.95% | Q2 2026 | Jul 08, 2026 |
| CLG LLC | History | Added to | 113,400 | 5,476 | 1.2% | 0.36% | 71 | +74,888 | 194.45% | Q2 2026 | Jul 16, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 109,433 | 5,284 | 1.72% | 1.45% | 72 | +5,779 | 5.58% | Q2 2026 | Jul 16, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 109,366 | 5,281 | 2.07% | 1.73% | 73 | -83 | -0.08% | Q2 2026 | Jul 09, 2026 |
| Wayfinding Financial, LLC | History | New | 107,460 | 5,189 | 1.97% | — | 74 | +107,460 | New | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 107,057 | 5,169 | 0.02% | 0.01% | 75 | +1,119 | 1.06% | Q2 2026 | Aug 12, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 106,996 | 5,166 | 0.68% | 0.72% | 76 | +1,694 | 1.61% | Q2 2026 | Aug 04, 2026 |
| Global Retirement Partners, LLC | History | New | 105,564 | 5,097 | 0.08% | — | 77 | +105,564 | New | Q2 2026 | Aug 06, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Added to | 102,740 | 4,961 | 1.43% | 0.95% | 78 | +23,867 | 30.26% | Q2 2026 | Jul 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 101,388 | 4,896 | 0.04% | 0.05% | 79 | -28,545 | -21.97% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 99,018 | 4,714 | 0.0% | 0.0% | 80 | +98,828 | 52014.74% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Added to | 94,578 | 4,565 | 0.02% | 0.02% | 81 | +14,320 | 17.84% | Q2 2026 | Aug 14, 2026 |
| Envision Financial LLC | History | New | 94,116 | 4,544 | 2.09% | — | 82 | +94,116 | New | Q2 2026 | Jul 10, 2026 |
| FMA Wealth Management, LLC | History | Reduced | 86,794 | 4,191 | 2.68% | 2.22% | 83 | -1,190 | -1.35% | Q2 2026 | Jul 09, 2026 |
| TABLEAUX LLC | History | Added to | 81,342 | 3,928 | 1.65% | 1.39% | 84 | +6,057 | 8.05% | Q2 2026 | Aug 07, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 78,985 | 3,814 | 0.13% | 0.09% | 85 | +15,168 | 23.77% | Q2 2026 | Aug 14, 2026 |
| Clearwave Capital, LLC | History | Added to | 73,128 | 3,531 | 1.95% | 1.77% | 86 | +4,807 | 7.04% | Q2 2026 | Jul 17, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 71,733 | 3,463 | 0.34% | 0.27% | 87 | +8,045 | 12.63% | Q2 2026 | Jul 28, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 70,419 | 3,400 | 0.19% | 0.17% | 88 | +1,542 | 2.24% | Q2 2026 | Jul 31, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 69,758 | 3,368 | 0.02% | 0.01% | 89 | +1,391 | 2.03% | Q2 2026 | Aug 13, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 69,171 | 3,340 | 0.92% | 0.3% | 90 | +45,398 | 190.96% | Q2 2026 | Aug 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 68,485 | 3,307 | 0.02% | 0.02% | 91 | -52,510 | -43.4% | Q2 2026 | Jul 27, 2026 |
| CROBAN | History | Reduced | 67,283 | 3,248 | 1.43% | 2.32% | 92 | -62,787 | -48.27% | Q2 2026 | Aug 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 66,996 | 3,206 | 0.1% | 0.09% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | Added to | 65,110 | 3,144 | 0.16% | 0.11% | 94 | +7,034 | 12.11% | Q2 2026 | Jul 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 61,590 | 2,974 | 0.03% | 0.02% | 95 | +15,601 | 33.92% | Q2 2026 | Jul 28, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 60,402 | 2,916 | 0.57% | 0.09% | 96 | +49,711 | 464.98% | Q2 2026 | Jul 29, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | New | 60,222 | 2,908 | 2.38% | — | 97 | +60,222 | New | Q2 2026 | Jul 23, 2026 |
| Valmark Advisers, Inc. | History | Added to | 59,900 | 2,892 | 0.03% | 0.03% | 98 | +2,977 | 5.23% | Q2 2026 | Aug 06, 2026 |
| Investmark Advisory Group LLC | History | Added to | 58,160 | 2,808 | 1.07% | 0.91% | 99 | +2,256 | 4.04% | Q2 2026 | Aug 07, 2026 |
| InTrack Investment Management Inc | History | Added to | 56,216 | 2,714 | 1.35% | 0.23% | 100 | +45,557 | 427.4% | Q2 2026 | Jul 17, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 55,851 | 2,696 | 0.43% | 0.49% | 101 | -108 | -0.19% | Q2 2026 | Aug 04, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 55,570 | 2,683 | 0.72% | 0.61% | 102 | +1,040 | 1.91% | Q2 2026 | Jul 16, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 53,961 | 2,605 | 0.82% | 0.22% | 103 | +40,492 | 300.63% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 53,796 | 2,597 | 0.02% | 0.02% | 104 | -13,855 | -20.48% | Q2 2026 | Jul 17, 2026 |
| Horizon Investment Services, LLC | History | Added to | 52,065 | 2,514 | 0.7% | 0.67% | 105 | +1,049 | 2.06% | Q2 2026 | Aug 06, 2026 |
| Sowell Financial Services LLC | History | Added to | 52,046 | 2,513 | 0.08% | 0.06% | 106 | +12,447 | 31.43% | Q2 2026 | Jul 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 51,012 | 2,463 | 0.0% | 0.0% | 107 | +3,194 | 6.68% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 48,916 | 2,362 | 0.03% | 0.02% | 108 | +8,663 | 21.52% | Q2 2026 | Aug 12, 2026 |
| Encompass More Asset Management | History | Added to | 48,092 | 2,322 | 0.34% | 0.29% | 109 | +2,441 | 5.35% | Q2 2026 | Jul 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 47,202 | 2,279 | 0.01% | 0.02% | 110 | -9,413 | -16.63% | Q2 2026 | Sep 08, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 43,934 | 2,121 | 0.05% | — | 111 | +43,934 | New | Q2 2026 | Aug 11, 2026 |
| Calamos Advisors LLC | History | Reduced | 43,103 | 2,081 | 0.01% | 0.14% | 112 | -1,010,631 | -95.91% | Q2 2026 | Jul 31, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 40,989 | 1,979 | 0.39% | 0.23% | 113 | +13,701 | 50.21% | Q2 2026 | Aug 05, 2026 |
| Meadowbrook Advisors Group, LLC | History | New | 40,004 | 1,931 | 1.03% | — | 114 | +40,004 | New | Q2 2026 | Aug 07, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 39,016 | 1,884 | 1.05% | 0.92% | 115 | +1,697 | 4.55% | Q2 2026 | Jul 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 38,424 | 1,855 | 0.0% | — | 116 | +38,424 | New | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 38,440 | 1,849 | 0.09% | 0.08% | 117 | +391 | 1.03% | Q2 2026 | Jul 28, 2026 |
| LongView Wealth Management | History | Added to | 37,093 | 1,791 | 0.46% | 0.34% | 118 | +3,983 | 12.03% | Q2 2026 | Jul 17, 2026 |
| PEOPLES BANK /OH | History | Added to | 36,953 | 1,784 | 0.92% | 0.56% | 120 | +12,781 | 52.88% | Q2 2026 | Jul 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 36,960 | 1,784 | 0.02% | 0.01% | 119 | +11,422 | 44.73% | Q2 2026 | Aug 04, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 35,574 | 1,717 | 0.3% | 0.23% | 121 | +3,252 | 10.06% | Q2 2026 | Jul 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 35,527 | 1,709 | 0.0% | 0.0% | 122 | +1,491 | 4.38% | Q2 2026 | Jul 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 34,519 | 1,666 | 0.08% | 0.07% | 123 | +1,268 | 3.81% | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | Reduced | 33,720 | 1,628 | 0.0% | 0.01% | 124 | -106,341 | -75.92% | Q2 2026 | Aug 13, 2026 |
| FCG Investment Co | History | New | 32,754 | 1,581 | 0.55% | — | 125 | +32,754 | New | Q2 2026 | Jul 13, 2026 |
| REDW Wealth LLC | History | Added to | 32,392 | 1,564 | 0.56% | 0.39% | 126 | +6,507 | 25.14% | Q2 2026 | Jul 30, 2026 |
| GWN SECURITIES INC. | History | Added to | 32,210 | 1,555 | 0.26% | 0.17% | 127 | +8,818 | 37.7% | Q2 2026 | Aug 05, 2026 |
| TritonPoint Partners, LLC | History | Reduced | 32,102 | 1,550 | 0.13% | 0.48% | 128 | -2,012 | -5.9% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 30,881 | 1,491 | 0.0% | 0.0% | 129 | +2,478 | 8.72% | Q2 2026 | Aug 05, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | No change | 38,538 | 1,464 | 0.95% | 0.95% | 130 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 29,962 | 1,446 | 0.01% | 0.01% | 131 | +1,560 | 5.49% | Q2 2026 | Aug 12, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Reduced | 29,193 | 1,409 | 0.59% | 0.53% | 132 | -1,000 | -3.31% | Q2 2026 | Jul 16, 2026 |
| IFG Advisory, LLC | History | New | 27,864 | 1,345 | 0.05% | — | 133 | +27,864 | New | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 27,600 | 1,332 | 0.06% | — | 134 | +27,600 | New | Q2 2026 | Jul 28, 2026 |
| WJ Wealth Management, LLC | History | New | 27,050 | 1,306 | 0.52% | — | 135 | +27,050 | New | Q2 2026 | Aug 03, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 26,042 | 1,257 | 0.22% | 0.18% | 136 | +1,856 | 7.67% | Q2 2026 | Aug 14, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 25,730 | 1,242 | 0.19% | 0.16% | 137 | +4,411 | 20.69% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 24,711 | 1,193 | 0.0% | 0.0% | 138 | +11,148 | 82.19% | Q2 2026 | Aug 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 24,465 | 1,181 | 0.05% | 0.04% | 139 | +1,260 | 5.43% | Q2 2026 | Jul 22, 2026 |
| CRA Financial Services, LLC | History | Added to | 22,748 | 1,098 | 0.13% | 0.11% | 140 | +1,109 | 5.13% | Q2 2026 | Jul 24, 2026 |
| Spire Wealth Management | History | Added to | 22,727 | 1,097 | 0.03% | 0.03% | 141 | +303 | 1.35% | Q2 2026 | Jul 15, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 21,830 | 1,054 | 0.1% | 0.08% | 142 | +1,916 | 9.62% | Q2 2026 | Jul 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 21,508 | 1,038 | 0.02% | 0.01% | 143 | +179 | 0.84% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 20,348 | 982 | 0.0% | 0.0% | 144 | +4,855 | 31.34% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 19,485 | 940 | 0.75% | 0.63% | 145 | +1,344 | 7.41% | Q2 2026 | Aug 28, 2026 |
| Sanctuary Advisors, LLC | History | New | 19,023 | 918 | 0.0% | — | 146 | +19,023 | New | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 18,985 | 916 | 0.02% | 0.02% | 147 | -606 | -3.09% | Q2 2026 | Jul 20, 2026 |
| Townsend Financial Planning, LLC | History | Added to | 18,966 | 915 | 0.8% | 0.48% | 148 | +5,927 | 45.46% | Q2 2026 | Aug 06, 2026 |
| MFA Wealth Services | History | Reduced | 18,495 | 893 | 0.53% | 0.48% | 149 | -500 | -2.63% | Q2 2026 | Jul 21, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 18,264 | 881 | 0.19% | 0.15% | 150 | +1,998 | 12.28% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 17,960 | 867 | 0.09% | — | 151 | +17,960 | New | Q2 2026 | Aug 13, 2026 |
| Essex Financial Services, Inc. | History | Added to | 17,529 | 846 | 0.04% | 0.03% | 152 | +5,540 | 46.21% | Q2 2026 | Aug 10, 2026 |
| Betterment LLC | History | Added to | 17,511 | 846 | 0.0% | 0.0% | 153 | +1,402 | 8.7% | Q2 2026 | Aug 14, 2026 |
| RASP WEALTH SOLUTIONS, LLC | History | New | 17,382 | 839 | 0.28% | — | 154 | +17,382 | New | Q2 2026 | Aug 11, 2026 |
| Register Financial Advisors LLC | History | Added to | 17,040 | 822 | 0.25% | 0.14% | 155 | +6,790 | 66.24% | Q2 2026 | Jul 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 16,729 | 807 | 0.02% | 0.02% | 156 | -2 | -0.01% | Q2 2026 | Aug 03, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Added to | 16,569 | 800 | 0.16% | 0.13% | 157 | +110 | 0.67% | Q2 2026 | Jul 17, 2026 |
| IHT Wealth Management, LLC | History | New | 16,280 | 786 | 0.02% | — | 158 | +16,280 | New | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 15,238 | 735 | 0.01% | 0.01% | 159 | +1,351 | 9.73% | Q2 2026 | Jul 27, 2026 |
| Worth Asset Management, LLC | History | Reduced | 15,190 | 733 | 0.23% | 0.38% | 160 | -11,779 | -43.68% | Q2 2026 | Jul 08, 2026 |
| Allegheny Financial Group | History | Added to | 15,144 | 731 | 0.08% | 0.04% | 161 | +7,045 | 86.99% | Q2 2026 | Jul 22, 2026 |
| Abbot Financial Management, Inc. | History | Added to | 14,950 | 721 | 0.25% | 0.17% | 162 | +4,100 | 37.79% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 14,831 | 716 | 0.06% | 0.05% | 163 | +659 | 4.65% | Q2 2026 | Jul 28, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 14,714 | 710 | 0.02% | 0.02% | 164 | -16 | -0.11% | Q2 2026 | Aug 13, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 14,694 | 709 | 0.13% | 0.12% | 165 | -346 | -2.3% | Q2 2026 | Aug 05, 2026 |
| SFG Wealth Management, LLC. | History | New | 14,215 | 686 | 0.25% | — | 166 | +14,215 | New | Q2 2026 | Jul 22, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 14,056 | 678 | 0.06% | 0.06% | 167 | -660 | -4.48% | Q2 2026 | Jul 16, 2026 |
| Delta Investment Management, LLC | History | Added to | 13,715 | 662 | 0.11% | 0.05% | 168 | +6,247 | 83.65% | Q2 2026 | Aug 13, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 13,219 | 638 | 0.05% | 0.05% | 169 | -1,240 | -8.58% | Q2 2026 | Aug 14, 2026 |
| Financial Perspectives, Inc | History | Added to | 13,137 | 634 | 0.15% | 0.13% | 170 | +1,039 | 8.59% | Q2 2026 | Jul 24, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 12,964 | 626 | 0.16% | 0.14% | 171 | -383 | -2.87% | Q2 2026 | Jul 24, 2026 |
| Creative Planning | History | Added to | 12,916 | 623 | 0.0% | 0.0% | 172 | +5,880 | 83.57% | Q2 2026 | Aug 13, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 12,609 | 608 | 0.08% | 0.08% | 173 | -836 | -6.22% | Q2 2026 | Aug 12, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 12,493 | 603 | 0.08% | 0.21% | 174 | -19,703 | -61.2% | Q2 2026 | Jul 10, 2026 |
| Kastel Capital Advisors, LLC | History | Reduced | 14,310 | 543 | 0.34% | 0.33% | 175 | -102 | -0.71% | Q2 2026 | Jul 09, 2026 |
| BROWN ADVISORY INC | History | Added to | 11,137 | 537 | 0.0% | 0.0% | 176 | +2,528 | 29.36% | Q2 2026 | Aug 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 10,784 | 520 | 0.03% | 0.02% | 177 | +2,866 | 36.2% | Q2 2026 | Aug 06, 2026 |
| Curi Capital, LLC | History | No change | 10,530 | 508 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 12,558 | 477 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 9,738 | 470 | 0.03% | 0.02% | 180 | +1,805 | 22.75% | Q2 2026 | Jul 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 11,953 | 454 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Indivisible Partners | History | New | 9,388 | 453 | 0.03% | — | 182 | +9,388 | New | Q2 2026 | Aug 04, 2026 |
| Advisory Services Network, LLC | History | Added to | 9,367 | 452 | 0.01% | 0.0% | 183 | +4,352 | 86.78% | Q2 2026 | Aug 12, 2026 |
| XML Financial, LLC | History | No change | 9,360 | 451 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Element Wealth, LLC | History | Added to | 9,305 | 449 | 0.17% | 0.12% | 185 | +1,589 | 20.59% | Q2 2026 | Aug 14, 2026 |
| M. Kulyk & Associates, LLC | History | Added to | 9,247 | 446 | 0.07% | 0.06% | 186 | +535 | 6.14% | Q2 2026 | Aug 07, 2026 |
| HB Wealth Management, LLC | History | New | 9,200 | 444 | 0.0% | — | 187 | +9,200 | New | Q2 2026 | Jul 29, 2026 |
| Dana Investment Advisors, Inc. | History | New | 8,900 | 429 | 0.01% | — | 188 | +8,900 | New | Q2 2026 | Aug 13, 2026 |
| KWB Wealth | History | Reduced | 8,453 | 408 | 0.03% | 0.04% | 189 | -1,531 | -15.33% | Q2 2026 | Jul 10, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 8,430 | 407 | 0.2% | 0.14% | 190 | +1,425 | 20.34% | Q2 2026 | Jul 28, 2026 |
| Verdence Capital Advisors LLC | History | New | 8,235 | 397 | 0.02% | — | 191 | +8,235 | New | Q2 2026 | Jul 29, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 8,161 | 394 | 0.02% | 0.02% | 192 | -1,289 | -13.64% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 8,102 | 391 | 0.0% | — | 193 | +8,102 | New | Q2 2026 | Aug 10, 2026 |
| Financial Partners Group, Inc | History | Added to | 7,718 | 372 | 0.04% | 0.03% | 194 | +904 | 13.27% | Q2 2026 | Jul 23, 2026 |
| VestGen Advisors, LLC | History | Added to | 7,491 | 361 | 0.01% | 0.01% | 195 | +387 | 5.45% | Q2 2026 | Aug 11, 2026 |
| PFG Investments, LLC | History | Added to | 7,006 | 338 | 0.01% | 0.01% | 196 | +566 | 8.79% | Q2 2026 | Jul 23, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 6,864 | 331 | 0.0% | 0.0% | 197 | -43,672 | -86.42% | Q2 2026 | Aug 14, 2026 |
| Strategic Financial Concepts, LLC | History | New | 6,792 | 327 | 0.1% | — | 198 | +6,792 | New | Q2 2026 | Jul 27, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 6,650 | 321 | 0.1% | 0.1% | 199 | -129 | -1.9% | Q2 2026 | Jul 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,512 | 314 | 0.0% | 0.0% | 200 | +1,038 | 18.96% | Q2 2026 | Aug 19, 2026 |
| STEPHENS INC /AR/ | History | New | 6,115 | 295 | 0.0% | — | 201 | +6,115 | New | Q2 2026 | Jul 29, 2026 |
| Storgate, LLC | History | New | 6,028 | 291 | 0.06% | — | 202 | +6,028 | New | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Added to | 5,980 | 288 | 0.0% | 0.0% | 203 | +3,730 | 165.78% | Q2 2026 | Aug 11, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 5,911 | 285 | 0.21% | 0.19% | 204 | +14 | 0.24% | Q2 2026 | Jul 22, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 5,900 | 284 | 0.01% | — | 205 | +5,900 | New | Q2 2026 | Aug 14, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | No change | 5,847 | 282 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 5,833 | 281 | 0.01% | — | 207 | +5,833 | New | Q2 2026 | Jul 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 5,790 | 279 | 0.01% | — | 208 | +5,790 | New | Q2 2026 | Jul 15, 2026 |
| Wealthspire Retirement, LLC | History | New | 5,634 | 272 | 0.01% | — | 210 | +5,634 | New | Q2 2026 | Aug 12, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 5,638 | 272 | 0.07% | 0.06% | 209 | +14 | 0.25% | Q2 2026 | Jul 20, 2026 |
| Facet Wealth, Inc. | History | New | 5,540 | 267 | 0.0% | — | 211 | +5,540 | New | Q2 2026 | Jul 27, 2026 |
| Ballew Advisors, Inc | History | New | 5,592 | 266 | 0.14% | — | 212 | +5,592 | New | Q2 2026 | Jul 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,500 | 265 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 5,351 | 258 | 0.03% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ball & Co Wealth Management Inc. | History | Added to | 5,320 | 256 | 0.18% | — | 215 | +5,299 | 25233.33% | Q2 2026 | Jul 31, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 5,159 | 249 | 0.01% | — | 216 | +5,159 | New | Q2 2026 | Jul 07, 2026 |
| AE Wealth Management LLC | History | Added to | 5,026 | 242 | 0.0% | 0.0% | 217 | +4,564 | 987.88% | Q2 2026 | Aug 03, 2026 |
| Odyssey Group, LLC | History | New | 4,961 | 239 | 0.06% | — | 218 | +4,961 | New | Q2 2026 | Aug 14, 2026 |
| Kathmere Capital Management, LLC | History | New | 4,915 | 237 | 0.01% | — | 219 | +4,915 | New | Q2 2026 | Jul 29, 2026 |
| Vann Equity Management LLC | History | New | 4,608 | 222 | 0.13% | — | 220 | +4,608 | New | Q2 2026 | Aug 05, 2026 |
| Wealthstar Advisors, LLC | History | New | 4,534 | 218 | 0.06% | — | 221 | +4,534 | New | Q2 2026 | Jul 30, 2026 |
| Valued Retirements, Inc. | History | New | 4,331 | 209 | 0.19% | — | 223 | +4,331 | New | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,342 | 209 | 0.01% | 0.0% | 222 | +3,768 | 656.45% | Q2 2026 | Jul 23, 2026 |
| BRIGHTON JONES LLC | History | New | 4,305 | 207 | 0.0% | — | 224 | +4,305 | New | Q2 2026 | Aug 11, 2026 |
| NICOLET BANKSHARES INC | History | New | 4,322 | 206 | 0.01% | — | 225 | +4,322 | New | Q2 2026 | Aug 11, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 4,190 | 202 | 0.02% | — | 226 | +4,190 | New | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,831 | 185 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Piscataqua Savings Bank | History | No change | 3,700 | 178 | 0.12% | 0.1% | 228 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 3,576 | 172 | 0.0% | — | 229 | +3,576 | New | Q2 2026 | Aug 13, 2026 |
| Fairway Wealth LLC | History | New | 3,161 | 152 | 0.03% | — | 230 | +3,161 | New | Q2 2026 | Jul 24, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 2,058 | 99 | 0.05% | — | 231 | +2,058 | New | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | New | 1,590 | 76 | 0.0% | — | 232 | +1,590 | New | Q2 2026 | Aug 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 1,515 | 73 | 0.0% | — | 233 | +1,515 | New | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,316 | 63 | 0.0% | 0.0% | 234 | +633 | 92.68% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,263 | 60 | 0.0% | 0.0% | 235 | +152 | 13.68% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,214 | 58 | 0.0% | 0.0% | 236 | +3 | 0.25% | Q2 2026 | Jul 24, 2026 |
| Truvestments Capital LLC | History | New | 937 | 45 | 0.01% | — | 237 | +937 | New | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 908 | 43 | 0.0% | 0.0% | 238 | +45 | 5.21% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | New | 700 | 33 | 0.0% | — | 241 | +700 | New | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 690 | 33 | 0.0% | — | 240 | +686 | 17150.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 702 | 33 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ancora Advisors LLC | History | Reduced | 500 | 24 | 0.0% | 0.0% | 242 | -242 | -32.61% | Q2 2026 | Aug 14, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 419 | 20 | 0.0% | 0.0% | 244 | -130 | -23.68% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Planning Group LLC | History | No change | 442 | 20 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Trust Co | History | New | 408 | 19 | 0.0% | — | 246 | +408 | New | Q2 2026 | Jul 10, 2026 |
| GLENMEDE TRUST CO NA | History | New | 400 | 19 | 0.0% | — | 245 | +400 | New | Q2 2026 | Aug 10, 2026 |
| Concord Wealth Partners | History | New | 366 | 17 | 0.0% | — | 247 | +366 | New | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | Reduced | 323 | 15 | 0.0% | 0.0% | 248 | -128 | -28.38% | Q2 2026 | Aug 14, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 299 | 14 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Byrne Asset Management LLC | History | No change | 245 | 11 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HighMark Wealth Management LLC | History | No change | 191 | 9 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ADVISERS INC | History | No change | 170 | 8 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 155 | 7 | 0.0% | — | 253 | +155 | New | Q2 2026 | Aug 13, 2026 |
| CKW FINANCIAL GROUP | History | No change | 96 | 5 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 92 | 4 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 35 | 1 | 0.0% | — | 257 | +35 | New | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 35 | 1 | 0.0% | — | 258 | +35 | New | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 21 | 1 | 0.0% | — | 259 | +21 | New | Q2 2026 | Jul 15, 2026 |
| Cordant, Inc. | History | No change | 26 | 1 | 0.0% | — | 256 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -110,681 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.03% | — | -70,647 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,713 | -100.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -822 | -100.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -524 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q2 2026 | Aug 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Copia Wealth Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |