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 | No change | 24,935,805 | 1,204,149 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 7,917,913 | 382,726 | 0.08% | 0.08% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 6,191,824 | 299,003 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,448,956 | 214,840 | 0.11% | 0.11% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 2,763,133 | 133,431 | 0.12% | 0.12% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,831,304 | 127,267 | 0.17% | 0.15% | 6 | +411,977 | 17.03% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,594,423 | 125,284 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,584,876 | 124,823 | 0.2% | 0.2% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,510,828 | 121,247 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 2,683,170 | 120,608 | 1.18% | 1.35% | 10 | -207,370 | -7.17% | Q3 2026 | Oct 20, 2026 |
| MORGAN STANLEY | History | No change | 2,061,259 | 99,538 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,876,054 | 89,787 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 1,806,141 | 87,218 | 0.65% | 0.65% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,749,135 | 84,499 | 0.1% | 0.1% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 1,742,429 | 84,141 | 1.99% | 1.99% | 15 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,501,451 | 72,505 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,331,452 | 64,295 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 1,363,198 | 61,275 | 0.46% | 0.51% | 18 | -41,554 | -2.96% | Q3 2026 | Oct 26, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,246,856 | 60,211 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,194,801 | 57,696 | 0.12% | 0.12% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Calamos Wealth Management LLC | History | Added to | 1,097,677 | 49,340 | 1.41% | 1.55% | 21 | +34,414 | 3.24% | Q3 2026 | Nov 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,044,470 | 46,948 | 0.13% | 0.12% | 22 | +254,181 | 32.16% | Q3 2026 | Nov 02, 2026 |
| Waverly Advisors, LLC | History | No change | 947,267 | 45,743 | 0.27% | 0.27% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 851,673 | 41,127 | 0.95% | 0.95% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Financial Network, Inc. | History | Added to | 783,107 | 35,200 | 1.07% | 1.15% | 25 | +11,559 | 1.5% | Q3 2026 | Oct 14, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 473,992 | 21,305 | 2.31% | 2.46% | 26 | +22,033 | 4.87% | Q3 2026 | Oct 16, 2026 |
| Baird Financial Group, Inc. | History | No change | 392,125 | 18,935 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 383,270 | 18,508 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Investments, LLC | History | Added to | 402,136 | 18,076 | 2.06% | 2.05% | 29 | +19,753 | 5.17% | Q3 2026 | Oct 20, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 401,441 | 18,044 | 1.06% | — | 30 | +401,441 | New | Q3 2026 | Oct 30, 2026 |
| Stadion Money Management, LLC | History | No change | 370,869 | 17,909 | 1.54% | 1.54% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 355,647 | 17,174 | 0.27% | 0.27% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | No change | 335,887 | 16,219 | 3.64% | 3.64% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighPoint Advisor Group LLC | History | No change | 332,587 | 16,060 | 0.57% | 0.57% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 353,750 | 15,901 | 0.04% | 0.03% | 35 | +68,538 | 24.03% | Q3 2026 | Nov 02, 2026 |
| Berger Financial Group, Inc | History | No change | 318,779 | 15,393 | 0.79% | 0.79% | 36 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DAHRING | CUSMANO LLC | History | Added to | 325,525 | 14,632 | 6.76% | 8.12% | 37 | +6,518 | 2.04% | Q3 2026 | Nov 03, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 315,102 | 14,163 | 3.51% | 3.76% | 38 | +5,201 | 1.68% | Q3 2026 | Nov 02, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 313,592 | 14,095 | 4.09% | 4.19% | 39 | +15,948 | 5.36% | Q3 2026 | Oct 19, 2026 |
| Equitable Holdings, Inc. | History | No change | 260,147 | 12,562 | 0.07% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 242,900 | 11,729 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 241,427 | 11,658 | 0.46% | 0.46% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aurdan Capital Management, LLC | History | No change | 234,665 | 11,331 | 2.87% | 2.87% | 43 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UBS Group AG | History | No change | 226,814 | 10,952 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 243,174 | 10,930 | 0.2% | 0.16% | 45 | +67,724 | 38.6% | Q3 2026 | Oct 28, 2026 |
| Mutual Advisors, LLC | History | No change | 223,920 | 10,813 | 0.2% | 0.2% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 214,717 | 10,368 | 4.81% | 4.81% | 47 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 219,296 | 9,857 | 0.66% | 0.64% | 48 | +22,917 | 11.67% | Q3 2026 | Oct 08, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 218,835 | 9,836 | 1.41% | 0.3% | 49 | +183,261 | 515.15% | Q3 2026 | Oct 13, 2026 |
| Landing Point Financial Group, LLC | History | No change | 202,070 | 9,757 | 3.32% | 3.32% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Systelligence, LLC | History | Reduced | 188,491 | 9,652 | 1.6% | 3.23% | 51 | -211,990 | -52.93% | Q3 2026 | Nov 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 192,503 | 9,295 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Added to | 205,203 | 9,223 | 2.6% | 1.43% | 53 | +102,463 | 99.73% | Q3 2026 | Oct 27, 2026 |
| Salus Financial Advisors, LLC | History | Reduced | 192,425 | 8,649 | 4.13% | 4.77% | 54 | -7,825 | -3.91% | Q3 2026 | Oct 20, 2026 |
| Modus Advisors, LLC | History | No change | 176,654 | 8,530 | 2.11% | 2.11% | 55 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Milestone Investment Advisors LLC | History | No change | 169,703 | 8,194 | 1.77% | 1.77% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 164,278 | 7,932 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 167,464 | 7,527 | 0.93% | 1.02% | 58 | +7,867 | 4.93% | Q3 2026 | Oct 09, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 142,639 | 6,888 | 0.65% | 0.65% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marble Wealth, LLC | History | No change | 140,462 | 6,782 | 1.04% | 1.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| American National Bank of Texas | History | Reduced | 149,550 | 6,722 | 6.14% | 6.81% | 61 | -5,063 | -3.27% | Q3 2026 | Oct 07, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 139,079 | 6,716 | 2.05% | 2.05% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | Added to | 147,457 | 6,628 | 0.06% | 0.07% | 63 | +8,548 | 6.15% | Q3 2026 | Oct 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 144,838 | 6,553 | 0.01% | 0.01% | 64 | +10,020 | 7.43% | Q3 2026 | Oct 13, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 147,450 | 6,548 | 2.94% | 3.14% | 65 | +5,555 | 3.91% | Q3 2026 | Oct 23, 2026 |
| Merit Financial Group, LLC | History | No change | 133,836 | 6,462 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IAG Wealth Partners, LLC | History | No change | 132,532 | 6,399 | 0.63% | 0.63% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Breakwater Capital Group | History | Added to | 137,686 | 6,189 | 0.73% | 0.68% | 68 | +20,604 | 17.6% | Q3 2026 | Oct 08, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 150,039 | 5,701 | 0.98% | 0.98% | 69 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| tru Independence LLC | History | Added to | 125,308 | 5,632 | 2.41% | 2.59% | 70 | +2,729 | 2.23% | Q3 2026 | Oct 19, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 122,918 | 5,525 | 1.8% | 1.93% | 71 | -1,724 | -1.38% | Q3 2026 | Oct 27, 2026 |
| Envision Financial LLC | History | Added to | 120,718 | 5,426 | 2.41% | 2.09% | 72 | +26,602 | 28.27% | Q3 2026 | Oct 15, 2026 |
| Integrated Capital Management, LLC | History | Added to | 117,442 | 5,278 | 1.93% | 2.04% | 73 | +65 | 0.06% | Q3 2026 | Oct 23, 2026 |
| InTrack Investment Management Inc | History | Added to | 116,199 | 5,223 | 2.52% | 1.35% | 74 | +59,983 | 106.7% | Q3 2026 | Oct 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 115,716 | 5,201 | 0.07% | 0.0% | 75 | +115,016 | 16430.86% | Q3 2026 | Nov 03, 2026 |
| Wayfinding Financial, LLC | History | No change | 107,460 | 5,189 | 1.97% | 1.97% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 107,057 | 5,169 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Founders Financial Alliance, LLC | History | No change | 106,996 | 5,166 | 0.68% | 0.68% | 78 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 105,564 | 5,097 | 0.08% | 0.08% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Carolina Wealth Advisors, LLC | History | Added to | 111,790 | 5,024 | 1.91% | 2.07% | 80 | +2,424 | 2.22% | Q3 2026 | Oct 23, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 109,831 | 4,936 | 1.61% | 1.72% | 81 | +398 | 0.36% | Q3 2026 | Oct 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 109,080 | 4,903 | 0.04% | 0.0% | 82 | +100,978 | 1246.33% | Q3 2026 | Oct 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 99,018 | 4,714 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 94,578 | 4,565 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 98,627 | 4,433 | 0.08% | 0.02% | 85 | +79,642 | 419.5% | Q3 2026 | Oct 16, 2026 |
| FMA Wealth Management, LLC | History | Added to | 87,371 | 3,927 | 2.48% | 2.68% | 86 | +577 | 0.66% | Q3 2026 | Oct 21, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 78,985 | 3,814 | 0.13% | 0.13% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TABLEAUX LLC | History | Added to | 81,422 | 3,659 | 1.49% | 1.65% | 88 | +80 | 0.1% | Q3 2026 | Oct 23, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 79,860 | 3,589 | 0.35% | 0.34% | 89 | +8,127 | 11.33% | Q3 2026 | Oct 27, 2026 |
| Clearwave Capital, LLC | History | Added to | 79,398 | 3,568 | 1.87% | 1.95% | 90 | +6,270 | 8.57% | Q3 2026 | Oct 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 79,275 | 3,563 | 0.04% | 0.03% | 91 | +17,685 | 28.71% | Q3 2026 | Oct 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 77,136 | 3,467 | 0.02% | 0.04% | 92 | -24,252 | -23.92% | Q3 2026 | Oct 16, 2026 |
| CLG LLC | History | Reduced | 75,433 | 3,390 | 0.71% | 1.2% | 93 | -37,967 | -33.48% | Q3 2026 | Oct 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 69,758 | 3,368 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 69,171 | 3,340 | 0.92% | 0.92% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Private Advisor Group, LLC | History | No change | 68,485 | 3,307 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CROBAN | History | No change | 67,283 | 3,248 | 1.43% | 1.43% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 66,996 | 3,206 | 0.1% | 0.1% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 69,550 | 3,126 | 0.14% | 0.19% | 99 | -869 | -1.23% | Q3 2026 | Oct 28, 2026 |
| PFG Advisors | History | Added to | 67,197 | 3,020 | 0.15% | 0.16% | 100 | +2,087 | 3.21% | Q3 2026 | Oct 15, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | No change | 60,222 | 2,908 | 2.38% | 2.38% | 101 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Valmark Advisers, Inc. | History | No change | 59,900 | 2,892 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Investmark Advisory Group LLC | History | Added to | 61,141 | 2,748 | 0.89% | 1.07% | 103 | +2,981 | 5.13% | Q3 2026 | Oct 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 60,725 | 2,729 | 0.12% | 0.06% | 104 | +33,125 | 120.02% | Q3 2026 | Nov 04, 2026 |
| PKS Advisory Services, LLC | History | No change | 55,851 | 2,696 | 0.43% | 0.43% | 105 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 53,961 | 2,605 | 0.82% | 0.82% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 56,767 | 2,551 | 0.66% | 0.72% | 107 | +1,197 | 2.15% | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 56,673 | 2,547 | 0.02% | 0.02% | 108 | +2,877 | 5.35% | Q3 2026 | Oct 08, 2026 |
| Horizon Investment Services, LLC | History | No change | 52,065 | 2,514 | 0.7% | 0.7% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D.A. DAVIDSON & CO. | History | New | 55,584 | 2,498 | 0.01% | — | 110 | +55,584 | New | Q3 2026 | Oct 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 51,012 | 2,463 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brookstone Capital Management | History | New | 53,041 | 2,384 | 0.02% | — | 112 | +53,041 | New | Q3 2026 | Oct 22, 2026 |
| Sowell Financial Services LLC | History | Added to | 52,645 | 2,366 | 0.08% | 0.08% | 113 | +599 | 1.15% | Q3 2026 | Oct 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 48,916 | 2,362 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 47,202 | 2,279 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 43,934 | 2,121 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Encompass More Asset Management | History | Reduced | 44,498 | 2,000 | 0.28% | 0.34% | 117 | -3,594 | -7.47% | Q3 2026 | Oct 16, 2026 |
| PEOPLES BANK /OH | History | Added to | 44,315 | 1,991 | 0.92% | 0.92% | 118 | +7,362 | 19.92% | Q3 2026 | Oct 26, 2026 |
| Meadowbrook Advisors Group, LLC | History | No change | 40,004 | 1,931 | 1.03% | 1.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Calamos Advisors LLC | History | Reduced | 42,557 | 1,912 | 0.01% | 0.01% | 120 | -546 | -1.27% | Q3 2026 | Nov 02, 2026 |
| LongView Wealth Management | History | Added to | 41,792 | 1,878 | 0.45% | 0.46% | 121 | +4,699 | 12.67% | Q3 2026 | Oct 19, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 41,616 | 1,870 | 0.35% | 0.39% | 122 | +627 | 1.53% | Q3 2026 | Oct 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 38,424 | 1,855 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 38,440 | 1,849 | 0.09% | 0.09% | 124 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 36,960 | 1,784 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sugar Maple Asset Management, LLC | History | New | 39,415 | 1,771 | 1.01% | — | 126 | +39,415 | New | Q3 2026 | Oct 13, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 38,913 | 1,749 | 0.96% | 1.05% | 127 | -103 | -0.26% | Q3 2026 | Oct 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 34,519 | 1,666 | 0.08% | 0.08% | 128 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| REDW Wealth LLC | History | Added to | 36,736 | 1,651 | 0.6% | 0.56% | 129 | +4,344 | 13.41% | Q3 2026 | Oct 30, 2026 |
| Mariner, LLC | History | No change | 33,720 | 1,628 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FCG Investment Co | History | Added to | 34,724 | 1,560 | 0.51% | 0.55% | 131 | +1,970 | 6.01% | Q3 2026 | Oct 13, 2026 |
| GWN SECURITIES INC. | History | No change | 32,210 | 1,555 | 0.26% | 0.26% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TritonPoint Partners, LLC | History | No change | 32,102 | 1,550 | 0.13% | 0.13% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 30,881 | 1,491 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 29,962 | 1,446 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CRA Financial Services, LLC | History | Added to | 31,404 | 1,411 | 0.16% | 0.13% | 136 | +8,656 | 38.05% | Q3 2026 | Oct 16, 2026 |
| IFG Advisory, LLC | History | No change | 27,864 | 1,345 | 0.05% | 0.05% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 29,193 | 1,312 | 0.56% | 0.59% | 138 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 29,073 | 1,306 | 0.18% | 0.19% | 139 | +3,343 | 12.99% | Q3 2026 | Nov 04, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 26,042 | 1,257 | 0.22% | 0.22% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | New | 27,595 | 1,240 | 0.03% | — | 141 | +27,595 | New | Q3 2026 | Oct 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 24,711 | 1,193 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 25,883 | 1,163 | 0.04% | 0.05% | 143 | +1,418 | 5.8% | Q3 2026 | Oct 26, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 25,547 | 1,148 | 0.1% | 0.1% | 144 | +3,717 | 17.03% | Q3 2026 | Nov 02, 2026 |
| Worth Asset Management, LLC | History | Added to | 24,583 | 1,105 | 0.32% | 0.23% | 145 | +9,393 | 61.84% | Q3 2026 | Oct 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 23,005 | 1,034 | 0.0% | 0.0% | 146 | +2,657 | 13.06% | Q3 2026 | Oct 30, 2026 |
| Townsend Financial Planning, LLC | History | Added to | 22,993 | 1,033 | 0.92% | 0.8% | 147 | +4,027 | 21.23% | Q3 2026 | Oct 30, 2026 |
| Spire Wealth Management | History | Added to | 22,777 | 1,023 | 0.03% | 0.03% | 148 | +50 | 0.22% | Q3 2026 | Oct 30, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 21,478 | 965 | 0.01% | 0.02% | 149 | -30 | -0.14% | Q3 2026 | Oct 22, 2026 |
| Cornerstone Financial Management LLC | History | No change | 19,485 | 940 | 0.75% | 0.75% | 150 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 20,750 | 932 | 0.2% | 0.19% | 151 | +2,486 | 13.61% | Q3 2026 | Nov 03, 2026 |
| Sanctuary Advisors, LLC | History | No change | 19,023 | 918 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MFA Wealth Services | History | Added to | 19,327 | 868 | 0.52% | 0.53% | 153 | +832 | 4.5% | Q3 2026 | Oct 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 17,960 | 867 | 0.09% | 0.09% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essex Financial Services, Inc. | History | No change | 17,529 | 846 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Betterment LLC | History | No change | 17,511 | 846 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RASP WEALTH SOLUTIONS, LLC | History | No change | 17,382 | 839 | 0.28% | 0.28% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Indivisible Partners | History | Added to | 17,976 | 808 | 0.04% | 0.03% | 158 | +8,588 | 91.48% | Q3 2026 | Oct 26, 2026 |
| Savvy Advisors, Inc. | History | No change | 16,729 | 807 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IHT Wealth Management, LLC | History | No change | 16,280 | 786 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Register Financial Advisors LLC | History | Added to | 17,075 | 767 | 0.24% | 0.25% | 161 | +35 | 0.21% | Q3 2026 | Oct 23, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Added to | 17,042 | 766 | 0.14% | 0.16% | 162 | +473 | 2.85% | Q3 2026 | Oct 15, 2026 |
| Ascentis Independent Advisors | History | New | 16,925 | 760 | 0.04% | — | 163 | +16,925 | New | Q3 2026 | Nov 03, 2026 |
| Allegheny Financial Group | History | No change | 15,144 | 731 | 0.08% | 0.08% | 164 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Abbot Financial Management, Inc. | History | No change | 14,950 | 721 | 0.25% | 0.25% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lido Advisors, LLC | History | New | 15,998 | 719 | 0.0% | — | 166 | +15,998 | New | Q3 2026 | Nov 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 14,714 | 710 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 15,535 | 698 | 0.25% | 0.25% | 168 | +1,320 | 9.29% | Q3 2026 | Oct 23, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 15,455 | 694 | 0.07% | — | 169 | +15,455 | New | Q3 2026 | Oct 14, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 15,285 | 687 | 0.07% | 0.03% | 170 | +9,934 | 185.65% | Q3 2026 | Oct 16, 2026 |
| Delta Investment Management, LLC | History | No change | 13,715 | 662 | 0.11% | 0.11% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 14,554 | 655 | 0.12% | 0.13% | 172 | -140 | -0.95% | Q3 2026 | Nov 03, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 14,454 | 649 | 0.05% | 0.06% | 173 | -377 | -2.54% | Q3 2026 | Oct 20, 2026 |
| Carnegie Investment Counsel | History | New | 14,422 | 648 | 0.01% | — | 174 | +14,422 | New | Q3 2026 | Oct 20, 2026 |
| Advyzon Investment Management, LLC | History | No change | 13,219 | 638 | 0.05% | 0.05% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Next Level Private LLC | History | New | 14,028 | 630 | 0.12% | — | 176 | +14,028 | New | Q3 2026 | Oct 20, 2026 |
| Financial Perspectives, Inc | History | Added to | 13,852 | 622 | 0.14% | 0.15% | 177 | +715 | 5.44% | Q3 2026 | Nov 03, 2026 |
| HB Wealth Management, LLC | History | Added to | 13,802 | 620 | 0.0% | 0.0% | 178 | +4,602 | 50.02% | Q3 2026 | Oct 23, 2026 |
| Madison Wealth Partners, Inc | History | No change | 12,609 | 608 | 0.08% | 0.08% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 13,504 | 599 | 0.03% | 0.01% | 180 | +9,162 | 211.01% | Q3 2026 | Oct 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 13,069 | 587 | 0.06% | 0.06% | 181 | -987 | -7.02% | Q3 2026 | Oct 14, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 12,954 | 582 | 0.14% | 0.16% | 182 | -10 | -0.08% | Q3 2026 | Nov 02, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 12,723 | 571 | 0.01% | 0.01% | 183 | +6,933 | 119.74% | Q3 2026 | Oct 13, 2026 |
| Ballew Advisors, Inc | History | Added to | 12,192 | 556 | 0.28% | 0.14% | 184 | +6,600 | 118.03% | Q3 2026 | Oct 05, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 12,105 | 544 | 0.41% | 0.21% | 185 | +6,194 | 104.79% | Q3 2026 | Oct 23, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 14,310 | 543 | 0.34% | 0.34% | 186 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Summit Investment Advisors, Inc.\KS | History | No change | 12,061 | 542 | 0.24% | 0.27% | 187 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Bay Capital Advisors, LLC | History | New | 12,000 | 539 | 0.29% | — | 188 | +12,000 | New | Q3 2026 | Oct 16, 2026 |
| BROWN ADVISORY INC | History | No change | 11,137 | 537 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 11,731 | 527 | 0.03% | 0.03% | 190 | +947 | 8.78% | Q3 2026 | Nov 03, 2026 |
| Curi Capital, LLC | History | No change | 10,530 | 508 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 11,242 | 505 | 0.0% | 0.01% | 192 | -3,996 | -26.22% | Q3 2026 | Oct 28, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 10,519 | 486 | 0.06% | 0.08% | 193 | -1,974 | -15.8% | Q3 2026 | Nov 02, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 10,757 | 483 | 0.02% | 0.03% | 194 | +1,019 | 10.46% | Q3 2026 | Oct 21, 2026 |
| World Investment Advisors | History | No change | 12,558 | 477 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 9,367 | 452 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Element Wealth, LLC | History | No change | 9,305 | 449 | 0.17% | 0.17% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M. Kulyk & Associates, LLC | History | No change | 9,247 | 446 | 0.07% | 0.07% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 8,900 | 429 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 9,331 | 419 | 0.01% | 0.01% | 200 | +1,840 | 24.56% | Q3 2026 | Oct 27, 2026 |
| Axis Wealth Partners, LLC | History | No change | 8,430 | 407 | 0.2% | 0.2% | 201 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 8,976 | 403 | 0.02% | 0.02% | 202 | +741 | 9.0% | Q3 2026 | Oct 26, 2026 |
| Creative Planning | History | Reduced | 8,946 | 402 | 0.0% | 0.0% | 203 | -3,970 | -30.74% | Q3 2026 | Nov 02, 2026 |
| Prospera Financial Services Inc | History | New | 8,753 | 397 | 0.01% | — | 204 | +8,753 | New | Q3 2026 | Nov 04, 2026 |
| Regal Investment Advisors LLC | History | No change | 8,161 | 394 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 8,701 | 391 | 0.07% | 0.57% | 206 | -51,701 | -85.59% | Q3 2026 | Oct 28, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 8,456 | 380 | 0.18% | 0.05% | 207 | +6,398 | 310.88% | Q3 2026 | Nov 05, 2026 |
| KWB Wealth | History | Reduced | 8,413 | 378 | 0.03% | 0.03% | 208 | -40 | -0.47% | Q3 2026 | Oct 16, 2026 |
| Advisory Resource Group | History | New | 8,081 | 363 | 0.05% | — | 209 | +8,081 | New | Q3 2026 | Oct 26, 2026 |
| Financial Partners Group, Inc | History | Added to | 7,741 | 347 | 0.04% | 0.04% | 210 | +23 | 0.3% | Q3 2026 | Oct 19, 2026 |
| PFG Investments, LLC | History | No change | 7,006 | 338 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 6,864 | 331 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 6,792 | 327 | 0.1% | 0.1% | 213 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,512 | 314 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| DAVENPORT & Co LLC | History | New | 6,661 | 299 | 0.0% | — | 215 | +6,661 | New | Q3 2026 | Oct 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 6,115 | 295 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Storgate, LLC | History | No change | 6,028 | 291 | 0.06% | 0.06% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 5,980 | 288 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 5,900 | 284 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 5,833 | 281 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthspire Retirement, LLC | History | No change | 5,634 | 272 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,500 | 265 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Added to | 5,848 | 262 | 0.03% | 0.03% | 223 | +1 | 0.02% | Q3 2026 | Nov 04, 2026 |
| ZENITH SOLUTIONS, INC. | History | New | 5,754 | 258 | 0.23% | — | 224 | +5,754 | New | Q3 2026 | Oct 19, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 5,650 | 253 | 0.06% | 0.07% | 225 | +12 | 0.21% | Q3 2026 | Oct 19, 2026 |
| Ball & Co Wealth Management Inc. | History | Added to | 5,412 | 243 | 0.17% | 0.18% | 226 | +92 | 1.73% | Q3 2026 | Nov 04, 2026 |
| AE Wealth Management LLC | History | No change | 5,026 | 242 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Odyssey Group, LLC | History | No change | 4,961 | 239 | 0.06% | 0.06% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | New | 5,180 | 232 | 0.0% | — | 229 | +5,180 | New | Q3 2026 | Nov 03, 2026 |
| Traynor Capital Management, Inc. | History | New | 5,060 | 227 | 0.01% | — | 230 | +5,060 | New | Q3 2026 | Oct 29, 2026 |
| WEDBUSH SECURITIES INC | History | New | 4,893 | 220 | 0.01% | — | 232 | +4,893 | New | Q3 2026 | Oct 22, 2026 |
| Kathmere Capital Management, LLC | History | No change | 4,915 | 220 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Vann Equity Management LLC | History | Added to | 4,704 | 211 | 0.13% | 0.13% | 233 | +96 | 2.08% | Q3 2026 | Oct 07, 2026 |
| Valued Retirements, Inc. | History | No change | 4,331 | 209 | 0.19% | 0.19% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 4,603 | 206 | 0.06% | 0.06% | 236 | +69 | 1.52% | Q3 2026 | Oct 19, 2026 |
| NICOLET BANKSHARES INC | History | No change | 4,322 | 206 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Piscataqua Savings Bank | History | Added to | 4,200 | 188 | 0.13% | 0.12% | 237 | +500 | 13.51% | Q3 2026 | Oct 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,831 | 185 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,576 | 172 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Latitude Advisors, LLC | History | New | 3,648 | 163 | 0.05% | — | 240 | +3,648 | New | Q3 2026 | Oct 27, 2026 |
| Fairway Wealth LLC | History | No change | 3,161 | 142 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Arax Advisory Partners | History | No change | 1,590 | 76 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,515 | 73 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mosley Wealth Management | History | New | 1,550 | 69 | 0.02% | — | 244 | +1,550 | New | Q3 2026 | Oct 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,316 | 63 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,263 | 60 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | New | 1,281 | 57 | 0.0% | — | 247 | +1,281 | New | Q3 2026 | Oct 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,217 | 54 | 0.0% | 0.0% | 248 | +3 | 0.25% | Q3 2026 | Nov 04, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,177 | 53 | 0.0% | 0.0% | 249 | -34,350 | -96.69% | Q3 2026 | Oct 16, 2026 |
| ASSETMARK, INC | History | Added to | 1,048 | 47 | 0.0% | 0.0% | 250 | +346 | 49.29% | Q3 2026 | Oct 21, 2026 |
| Truvestments Capital LLC | History | No change | 937 | 45 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 908 | 43 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | New | 900 | 40 | 0.0% | — | 253 | +900 | New | Q3 2026 | Oct 15, 2026 |
| Nova Financial LLC | History | New | 822 | 36 | 0.02% | — | 254 | +822 | New | Q3 2026 | Nov 04, 2026 |
| Kingdom Financial Group LLC. | History | New | 785 | 35 | 0.01% | — | 255 | +785 | New | Q3 2026 | Nov 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 690 | 33 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Balance Wealth Partners LLC | History | New | 687 | 30 | 0.01% | — | 257 | +687 | New | Q3 2026 | Oct 27, 2026 |
| Ancora Advisors LLC | History | No change | 500 | 24 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coston, McIsaac & Partners | History | No change | 419 | 20 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 400 | 19 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trust Co | History | No change | 408 | 18 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Concord Wealth Partners | History | No change | 366 | 16 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Atomic Invest LLC | History | No change | 336 | 16 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 350 | 15 | 0.0% | — | 265 | +350 | New | Q3 2026 | Oct 19, 2026 |
| Larson Financial Group LLC | History | No change | 323 | 15 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 278 | 12 | 0.01% | 0.01% | 266 | -21 | -7.02% | Q3 2026 | Oct 30, 2026 |
| Byrne Asset Management LLC | History | No change | 245 | 11 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| HighMark Wealth Management LLC | History | No change | 191 | 9 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathway Financial Advisers, LLC | History | New | 191 | 8 | 0.0% | — | 270 | +191 | New | Q3 2026 | Oct 26, 2026 |
| VANGUARD ADVISERS INC | History | No change | 170 | 8 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | New | 176 | 7 | 0.0% | — | 272 | +176 | New | Q3 2026 | Oct 08, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 155 | 7 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 92 | 4 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| CKW FINANCIAL GROUP | History | No change | 96 | 4 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| IFS Advisors, LLC | History | New | 27 | 1 | 0.0% | — | 278 | +27 | New | Q3 2026 | Oct 14, 2026 |
| Buck Wealth Strategies, LLC | History | New | 27 | 1 | 0.0% | — | 279 | +27 | New | Q3 2026 | Oct 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 35 | 1 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cordant, Inc. | History | No change | 26 | 1 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| WJ Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -27,050 | -100.0% | Q3 2026 | Nov 03, 2026 |
| XML Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,360 | -100.0% | Q3 2026 | Oct 29, 2026 |
| National Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,650 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Facet Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,540 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,159 | -100.0% | Q3 2026 | Oct 13, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,305 | -100.0% | Q3 2026 | Nov 03, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.02% | — | -4,190 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -442 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Mainstream Capital Management LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 23, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 21 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Copia Wealth Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |