FIDELITY COVINGTON TRUST - FHLC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 3,005,747 | 232,193 | 0.03% | 0.03% | 1 | +173,745 | 6.14% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 2,091,112 | 161,538 | 0.44% | 0.46% | 2 | -68,959 | -3.19% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | Added to | 1,487,576 | 114,915 | 0.54% | 0.52% | 3 | +108,393 | 7.86% | Q2 2026 | Aug 03, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 953,891 | 73,688 | 0.29% | 0.3% | 4 | +16,167 | 1.72% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | Reduced | 882,513 | 68,174 | 0.02% | 0.02% | 5 | -55,557 | -5.92% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 580,998 | 44,882 | 0.0% | 0.0% | 6 | +53,935 | 10.23% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 569,997 | 44,032 | 0.01% | 0.01% | 7 | +236,054 | 70.69% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 392,229 | 30,299 | 0.04% | 0.04% | 8 | -15,668 | -3.84% | Q2 2026 | Jul 29, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 313,281 | 24,200 | 1.72% | 1.74% | 9 | +6,806 | 2.22% | Q2 2026 | Jul 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 283,047 | 21,865 | 0.01% | 0.01% | 10 | +16,312 | 6.12% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 270,393 | 20,887 | 0.02% | 0.02% | 11 | +55,143 | 25.62% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 269,400 | 20,811 | 0.07% | 0.08% | 12 | -18,546 | -6.44% | Q2 2026 | Jul 28, 2026 |
| HighMark Wealth Management LLC | History | Added to | 254,403 | 19,650 | 6.58% | — | 13 | +254,395 | 3179937.5% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 247,424 | 19,130 | 0.02% | 0.02% | 14 | +54,755 | 28.42% | Q2 2026 | Aug 14, 2026 |
| ALTFEST L J & CO INC | History | Added to | 232,582 | 17,966 | 1.74% | 1.61% | 15 | +18,786 | 8.79% | Q2 2026 | Jul 30, 2026 |
| TTP Investments, Inc. | History | New | 230,921 | 17,838 | 7.24% | — | 16 | +230,921 | New | Q2 2026 | Jul 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 218,427 | 16,873 | 0.02% | 0.02% | 17 | -15,896 | -6.78% | Q2 2026 | Aug 19, 2026 |
| Investors Research Corp | History | Reduced | 216,139 | 16,696 | 2.99% | 2.93% | 18 | -2,111 | -0.97% | Q2 2026 | Jul 10, 2026 |
| Heirloom Wealth Management | History | New | 212,893 | 16,445 | 2.38% | — | 19 | +212,893 | New | Q2 2026 | Aug 03, 2026 |
| Marotta Asset Management | History | Added to | 204,237 | 15,869 | 2.64% | 2.19% | 20 | +36,798 | 21.98% | Q2 2026 | Jul 09, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 200,861 | 15,516 | 4.72% | 4.76% | 21 | -1,376 | -0.68% | Q2 2026 | Jul 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 186,731 | 14,424 | 0.71% | 0.72% | 22 | +523 | 0.28% | Q2 2026 | Jul 24, 2026 |
| Gimbal Financial | History | New | 184,965 | 14,288 | 8.78% | — | 23 | +184,965 | New | Q2 2026 | Aug 04, 2026 |
| ASSETMARK, INC | History | Added to | 178,834 | 13,814 | 0.02% | 0.02% | 24 | +69,798 | 64.01% | Q2 2026 | Jul 30, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 174,197 | 13,456 | 3.38% | 4.06% | 25 | +2,755 | 1.61% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 170,970 | 13,207 | 0.0% | 0.0% | 26 | +14,088 | 8.98% | Q2 2026 | Aug 14, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 159,326 | 12,307 | 2.74% | 2.75% | 27 | +2,704 | 1.73% | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 153,172 | 11,832 | 0.14% | 0.25% | 28 | -63,240 | -29.22% | Q2 2026 | Jul 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 124,529 | 9,620 | 0.02% | 0.02% | 29 | +3,452 | 2.85% | Q2 2026 | Jul 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 113,826 | 8,793 | 0.0% | 0.0% | 30 | -4,584 | -3.87% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 113,518 | 8,769 | 0.0% | 0.0% | 31 | +5,291 | 4.89% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 113,358 | 8,756 | 0.1% | 0.14% | 32 | +1,056 | 0.94% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 107,226 | 8,283 | 0.04% | 0.04% | 33 | +956 | 0.9% | Q2 2026 | Aug 13, 2026 |
| SPINNAKER TRUST | History | Added to | 104,144 | 8,045 | 0.39% | 0.39% | 34 | +4,733 | 4.76% | Q2 2026 | Aug 03, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 102,134 | 7,889 | 3.08% | 2.88% | 35 | +12,204 | 13.57% | Q2 2026 | Jul 22, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 100,771 | 7,784 | 0.07% | 0.09% | 36 | -13,412 | -11.75% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | Added to | 100,270 | 7,745 | 0.02% | 0.02% | 37 | +11,553 | 13.02% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 98,234 | 7,588 | 0.0% | 0.0% | 38 | +11,598 | 13.39% | Q2 2026 | Aug 03, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 96,473 | 7,452 | 0.01% | 0.01% | 39 | +3,403 | 3.66% | Q2 2026 | Aug 12, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 95,707 | 7,393 | 0.77% | 0.84% | 40 | +2,311 | 2.47% | Q2 2026 | Aug 14, 2026 |
| Q3 Asset Management | History | New | 95,065 | 7,313 | 1.34% | — | 41 | +95,065 | New | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Added to | 94,065 | 7,266 | 0.19% | 0.21% | 42 | +205 | 0.22% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 92,157 | 7,199 | 0.0% | 0.0% | 43 | +7,071 | 8.31% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 91,620 | 7,077 | 0.01% | 0.0% | 44 | +77,470 | 547.49% | Q2 2026 | Aug 05, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 79,857 | 6,168 | 0.28% | 0.35% | 45 | -6,188 | -7.19% | Q2 2026 | Jul 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 74,825 | 5,780 | 0.01% | 0.01% | 46 | +7,149 | 10.56% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 73,413 | 5,671 | 0.0% | 0.0% | 47 | +31,874 | 76.73% | Q2 2026 | Aug 06, 2026 |
| Financial Partners Group, Inc | History | Reduced | 72,729 | 5,618 | 0.57% | 0.62% | 48 | -929 | -1.26% | Q2 2026 | Jul 23, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 69,760 | 5,389 | 0.12% | 0.07% | 49 | +27,331 | 64.42% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 62,324 | 4,814 | 0.0% | 0.01% | 50 | -78,286 | -55.68% | Q2 2026 | Aug 12, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 61,848 | 4,777 | 1.6% | 1.52% | 51 | +5,302 | 9.38% | Q2 2026 | Jul 22, 2026 |
| UBS Group AG | History | Added to | 57,648 | 4,453 | 0.0% | 0.0% | 52 | +10,649 | 22.66% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 55,734 | 4,305 | 0.01% | 0.01% | 53 | -1,424 | -2.49% | Q2 2026 | Aug 05, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 55,280 | 4,270 | 0.89% | 0.88% | 54 | -1,272 | -2.25% | Q2 2026 | Jul 09, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 53,633 | 4,143 | 0.49% | 0.68% | 55 | -19,548 | -26.71% | Q2 2026 | Jul 21, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 52,750 | 4,074 | 0.04% | 0.04% | 56 | -69 | -0.13% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 51,615 | 3,987 | 0.02% | 0.02% | 57 | +7,937 | 18.17% | Q2 2026 | Aug 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 46,932 | 3,654 | 0.0% | 0.0% | 58 | +6,518 | 16.13% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 44,399 | 3,429 | 0.04% | 0.04% | 59 | +3,991 | 9.88% | Q2 2026 | Aug 04, 2026 |
| Smith Salley Wealth Management | History | Reduced | 43,256 | 3,341 | 0.15% | 0.16% | 60 | -856 | -1.94% | Q2 2026 | Jul 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 42,969 | 3,319 | 0.0% | 0.0% | 61 | +4,096 | 10.54% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 40,786 | 3,150 | 0.0% | 0.0% | 62 | +4,494 | 12.38% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Reduced | 39,098 | 3,020 | 0.01% | 0.02% | 63 | -289 | -0.73% | Q2 2026 | Aug 14, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 38,211 | 2,951 | 0.52% | 0.48% | 64 | +2,220 | 6.17% | Q2 2026 | Jul 13, 2026 |
| Beckerman Institutional, LLC | History | Added to | 35,930 | 2,775 | 1.32% | 1.28% | 65 | +1,573 | 4.58% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | Reduced | 35,883 | 2,771 | 0.07% | 0.1% | 66 | -15,662 | -30.39% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 34,692 | 2,679 | 0.02% | 0.02% | 67 | +188 | 0.54% | Q2 2026 | Sep 08, 2026 |
| Richmond Brothers, Inc. | History | New | 34,305 | 2,650 | 1.38% | — | 68 | +34,305 | New | Q2 2026 | Aug 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 33,209 | 2,565 | 0.28% | 0.33% | 69 | -7,969 | -19.35% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 32,475 | 2,508 | 0.03% | 0.03% | 70 | +403 | 1.26% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 32,296 | 2,494 | 0.06% | 0.06% | 71 | -232 | -0.71% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 31,050 | 2,399 | 0.0% | 0.0% | 72 | -8,444 | -21.38% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 30,971 | 2,392 | 0.0% | 0.0% | 73 | +1,422 | 4.81% | Q2 2026 | Aug 13, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 30,591 | 2,363 | 0.76% | 0.79% | 74 | -752 | -2.4% | Q2 2026 | Aug 04, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 30,368 | 2,345 | 0.14% | 0.16% | 75 | -480 | -1.56% | Q2 2026 | Jul 10, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 29,377 | 2,269 | 0.09% | 0.09% | 76 | -1,330 | -4.33% | Q2 2026 | Jul 08, 2026 |
| CX Institutional | History | Added to | 29,354 | 2,268 | 0.07% | 0.06% | 77 | +2,167 | 7.97% | Q2 2026 | Jul 01, 2026 |
| Aspetuck Financial Management LLC | History | Added to | 28,871 | 2,230 | 1.31% | 1.33% | 78 | +1,294 | 4.69% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 26,744 | 2,066 | 0.04% | 0.06% | 79 | +5,435 | 25.51% | Q2 2026 | Aug 14, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 25,986 | 2,007 | 0.06% | 0.05% | 80 | +1,685 | 6.93% | Q2 2026 | Aug 19, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 25,948 | 2,004 | 1.66% | 1.68% | 81 | -123 | -0.47% | Q2 2026 | Aug 12, 2026 |
| Jacobs Equity LLC | History | Added to | 25,775 | 1,991 | 1.38% | 1.46% | 82 | +2,715 | 11.77% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 25,754 | 1,989 | 0.17% | 0.03% | 83 | +19,949 | 343.65% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 25,409 | 1,962 | 0.02% | 0.02% | 84 | +235 | 0.93% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 24,827 | 1,917 | 0.02% | 0.02% | 85 | +8,125 | 48.65% | Q2 2026 | Aug 12, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 24,686 | 1,907 | 0.12% | 0.13% | 86 | -2,054 | -7.68% | Q2 2026 | Aug 04, 2026 |
| Roxbury Financial LLC | History | Reduced | 24,541 | 1,895 | 1.5% | 1.55% | 87 | -39 | -0.16% | Q2 2026 | Jul 01, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 23,197 | 1,791 | 0.06% | 0.04% | 88 | +8,438 | 57.17% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 22,509 | 1,738 | 0.1% | 0.11% | 89 | -1,604 | -6.65% | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | Added to | 22,451 | 1,734 | 0.01% | 0.01% | 90 | +15,560 | 225.8% | Q2 2026 | Aug 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 22,402 | 1,730 | 0.03% | — | 91 | +22,402 | New | Q2 2026 | Jul 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 21,848 | 1,687 | 0.0% | 0.0% | 92 | +1,201 | 5.82% | Q2 2026 | Aug 14, 2026 |
| Maxele Advisors, LLC | History | New | 21,567 | 1,666 | 1.16% | — | 93 | +21,567 | New | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 21,527 | 1,663 | 0.01% | 0.01% | 94 | +4,327 | 25.16% | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 21,068 | 1,651 | 0.0% | 0.0% | 95 | +2,767 | 15.12% | Q2 2026 | Jul 15, 2026 |
| Summit Financial, LLC | History | Reduced | 21,065 | 1,627 | 0.02% | 0.02% | 96 | -824 | -3.76% | Q2 2026 | Aug 12, 2026 |
| Atlas Brown,Inc. | History | Reduced | 19,589 | 1,513 | 0.41% | 0.42% | 97 | -435 | -2.17% | Q2 2026 | Jul 09, 2026 |
| Prospect Financial Services LLC | History | Reduced | 18,767 | 1,449 | 0.73% | 0.82% | 98 | -290 | -1.52% | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | Added to | 18,610 | 1,437 | 0.01% | 0.0% | 99 | +12,731 | 216.55% | Q2 2026 | Jul 28, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 17,267 | 1,333 | 0.11% | 0.11% | 100 | +1,584 | 10.1% | Q2 2026 | Jul 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 17,088 | 1,320 | 0.01% | 0.01% | 101 | +1,589 | 10.25% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 16,577 | 1,281 | 0.05% | 0.07% | 102 | -13,756 | -45.35% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 14,600 | 1,127 | 0.0% | 0.0% | 103 | -59,385 | -80.27% | Q2 2026 | Aug 14, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 13,935 | 1,076 | 1.05% | 1.02% | 104 | -189 | -1.34% | Q2 2026 | Jul 21, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 13,590 | 1,049 | 0.29% | 0.39% | 105 | -8,598 | -38.75% | Q2 2026 | Aug 03, 2026 |
| Charter Oak Capital Management, LLC | History | No change | 14,577 | 1,025 | 0.08% | 0.08% | 106 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 13,189 | 1,018 | 0.0% | 0.0% | 107 | +4,972 | 60.51% | Q2 2026 | Jul 20, 2026 |
| Sunbelt Securities, Inc. | History | No change | 14,413 | 1,014 | 0.06% | 0.06% | 108 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| High Point Wealth Management, LLC | History | Added to | 13,049 | 1,008 | 0.82% | 0.88% | 109 | +43 | 0.33% | Q2 2026 | Jul 20, 2026 |
| Focus Partners Wealth | History | Added to | 12,915 | 997 | 0.0% | 0.0% | 110 | +2,072 | 19.11% | Q2 2026 | Aug 12, 2026 |
| Certified Advisory Corp | History | Added to | 12,906 | 996 | 0.08% | 0.07% | 111 | +1,046 | 8.82% | Q2 2026 | Jul 16, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 12,694 | 980 | 0.38% | 0.47% | 112 | -1,207 | -8.68% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | Reduced | 12,469 | 963 | 0.0% | 0.0% | 113 | -1,148 | -8.43% | Q2 2026 | Aug 13, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 12,445 | 961 | 0.02% | 0.03% | 114 | -295 | -2.32% | Q2 2026 | Aug 05, 2026 |
| Essex Financial Services, Inc. | History | Added to | 11,638 | 899 | 0.04% | 0.04% | 115 | +2,240 | 23.83% | Q2 2026 | Aug 10, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 12,767 | 898 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 11,587 | 895 | 0.28% | 0.33% | 117 | -1,266 | -9.85% | Q2 2026 | Jul 17, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Reduced | 11,595 | 895 | 0.62% | 0.69% | 118 | -247 | -2.09% | Q2 2026 | Jul 24, 2026 |
| Crumly & Associates Inc. | History | Added to | 11,467 | 885 | 0.17% | 0.15% | 119 | +1,462 | 14.61% | Q2 2026 | Jul 08, 2026 |
| Independence Financial Advisors, LLC | History | Reduced | 11,255 | 869 | 0.23% | 0.39% | 121 | -7,058 | -38.54% | Q2 2026 | Jul 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 11,249 | 869 | 0.02% | 0.02% | 120 | +637 | 6.0% | Q2 2026 | Jul 29, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Reduced | 11,112 | 858 | 0.36% | 0.42% | 122 | -900 | -7.49% | Q2 2026 | Aug 11, 2026 |
| Integrated Advisors Network LLC | History | Added to | 11,051 | 853 | 0.04% | 0.04% | 123 | +400 | 3.76% | Q2 2026 | Aug 11, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 11,027 | 851 | 0.25% | 0.36% | 124 | +18 | 0.16% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,983 | 848 | 0.01% | 0.01% | 125 | +1,542 | 16.33% | Q2 2026 | Jul 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 10,735 | 829 | 0.01% | 0.02% | 126 | -21 | -0.2% | Q2 2026 | Jul 20, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 10,354 | 799 | 0.25% | 0.26% | 127 | -466 | -4.31% | Q2 2026 | Jul 30, 2026 |
| Pathway Financial Advisers, LLC | History | Reduced | 10,329 | 797 | 0.2% | 0.21% | 128 | -106 | -1.02% | Q2 2026 | Jul 30, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 10,275 | 793 | 0.54% | 0.36% | 129 | +4,156 | 67.92% | Q2 2026 | Jul 29, 2026 |
| Fisher Asset Management, LLC | History | Added to | 10,175 | 786 | 0.0% | 0.0% | 130 | +84 | 0.83% | Q2 2026 | Aug 04, 2026 |
| VCI Wealth Management LLC | History | Added to | 10,144 | 783 | 0.2% | 0.19% | 131 | +373 | 3.82% | Q2 2026 | Aug 04, 2026 |
| Signal Advisors Wealth, LLC | History | New | 10,059 | 777 | 0.04% | — | 132 | +10,059 | New | Q2 2026 | Aug 04, 2026 |
| RFG Advisory, LLC | History | Reduced | 10,040 | 775 | 0.01% | 0.01% | 133 | -724 | -6.73% | Q2 2026 | Jul 15, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 10,017 | 773 | 0.49% | 0.39% | 134 | +1,585 | 18.8% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 10,006 | 772 | 0.01% | 0.01% | 135 | +2 | 0.02% | Q2 2026 | Jul 20, 2026 |
| Mosley Wealth Management | History | New | 9,665 | 746 | 0.24% | — | 136 | +9,665 | New | Q2 2026 | Jul 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 9,383 | 724 | 0.0% | 0.0% | 137 | +128 | 1.38% | Q2 2026 | Jul 28, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 9,135 | 705 | 0.29% | 0.3% | 138 | +33 | 0.36% | Q2 2026 | Jul 14, 2026 |
| Xcel Wealth Management, LLC | History | No change | 8,914 | 688 | 0.16% | 0.17% | 139 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 8,792 | 679 | 0.01% | 0.01% | 140 | +400 | 4.77% | Q2 2026 | Jul 15, 2026 |
| Rothschild Wealth LLC | History | Added to | 8,667 | 669 | 0.05% | 0.04% | 141 | +3,052 | 54.35% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | Reduced | 8,539 | 659 | 0.02% | 0.02% | 142 | -553 | -6.08% | Q2 2026 | Jul 15, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 8,300 | 641 | 0.13% | 0.13% | 144 | -421 | -4.83% | Q2 2026 | Aug 10, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,184 | 641 | 0.01% | 0.01% | 143 | +12 | 0.15% | Q2 2026 | Jul 29, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 8,102 | 625 | 0.26% | 0.26% | 145 | +324 | 4.17% | Q2 2026 | Aug 07, 2026 |
| Bayshore Capital Advisors, LLC | History | Added to | 7,997 | 617 | 0.29% | 0.14% | 146 | +3,200 | 66.71% | Q2 2026 | Jul 22, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 7,989 | 617 | 0.01% | 0.01% | 147 | -225 | -2.74% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 7,976 | 616 | 0.0% | 0.0% | 148 | +4,213 | 111.96% | Q2 2026 | Jul 27, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 7,986 | 616 | 0.1% | 0.1% | 149 | -283 | -3.42% | Q2 2026 | Jul 21, 2026 |
| HRT FINANCIAL LP | History | Added to | 7,728 | 596 | 0.0% | 0.0% | 150 | +3,606 | 87.48% | Q2 2026 | Aug 14, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 7,692 | 594 | 0.09% | 0.08% | 151 | +695 | 9.93% | Q2 2026 | Jul 29, 2026 |
| Pathstone Holdings, LLC | History | Added to | 7,646 | 590 | 0.0% | 0.0% | 152 | +1,450 | 23.4% | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | New | 7,607 | 587 | 0.04% | — | 153 | +7,607 | New | Q2 2026 | Aug 10, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 7,364 | 577 | 0.14% | 0.15% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LexAurum Advisors, LLC | History | Added to | 7,287 | 562 | 0.06% | 0.06% | 155 | +155 | 2.17% | Q2 2026 | Jul 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 7,268 | 561 | 0.0% | 0.0% | 156 | -848 | -10.45% | Q2 2026 | Jul 20, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | Added to | 7,233 | 558 | 0.1% | 0.1% | 157 | +1 | 0.01% | Q2 2026 | Aug 13, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 7,161 | 553 | 0.15% | 0.16% | 158 | +515 | 7.75% | Q2 2026 | Jul 21, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 7,134 | 551 | 0.16% | 0.17% | 159 | +25 | 0.35% | Q2 2026 | Jul 09, 2026 |
| Signature Wealth Management Partners, LLC | History | Reduced | 7,123 | 550 | 0.26% | 0.38% | 160 | -3,786 | -34.71% | Q2 2026 | Jul 29, 2026 |
| Monte Financial Group, LLC | History | Added to | 6,915 | 544 | 0.17% | 0.13% | 161 | +1,637 | 31.02% | Q2 2026 | Aug 07, 2026 |
| Claris Financial LLC | History | No change | 7,609 | 535 | 0.29% | 0.29% | 162 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 6,918 | 534 | 0.06% | 0.03% | 163 | +3,408 | 97.09% | Q2 2026 | Jul 09, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 6,884 | 531 | 0.03% | 0.03% | 164 | -26 | -0.38% | Q2 2026 | Sep 11, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Reduced | 6,776 | 523 | 0.21% | 0.23% | 165 | -231 | -3.3% | Q2 2026 | Jul 10, 2026 |
| VICUS CAPITAL | History | Reduced | 6,718 | 518 | 0.03% | 0.06% | 166 | -4,982 | -42.58% | Q2 2026 | Aug 05, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 6,699 | 517 | 0.09% | 0.09% | 167 | -7 | -0.1% | Q2 2026 | Aug 05, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Added to | 6,660 | 514 | 0.1% | 0.09% | 168 | +215 | 3.34% | Q2 2026 | Jul 17, 2026 |
| Elevation Wealth Management LLC | History | Added to | 6,643 | 513 | 0.38% | 0.37% | 169 | +898 | 15.63% | Q2 2026 | Jul 29, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 6,633 | 512 | 0.11% | 0.11% | 170 | -77 | -1.15% | Q2 2026 | Jul 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 6,508 | 502 | 0.0% | 0.0% | 171 | -216 | -3.21% | Q2 2026 | Aug 13, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 6,439 | 497 | 0.04% | 0.04% | 172 | -767 | -10.64% | Q2 2026 | Jul 16, 2026 |
| Compound Planning, Inc. | History | Added to | 6,049 | 467 | 0.01% | 0.01% | 173 | +203 | 3.47% | Q2 2026 | Aug 04, 2026 |
| SWMG, LLC | History | Added to | 6,003 | 463 | 0.11% | 0.08% | 175 | +2,075 | 52.83% | Q2 2026 | Jul 15, 2026 |
| Demars Financial Group, LLC | History | Reduced | 6,002 | 463 | 0.13% | 0.14% | 174 | -30 | -0.5% | Q2 2026 | Jul 21, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Reduced | 5,918 | 457 | 0.39% | 0.46% | 176 | -975 | -14.14% | Q2 2026 | Jul 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 5,915 | 457 | 0.12% | 0.12% | 177 | +18 | 0.31% | Q2 2026 | Aug 07, 2026 |
| OneAscent Financial Services LLC | History | Added to | 5,887 | 454 | 0.02% | 0.02% | 178 | +680 | 13.06% | Q2 2026 | Aug 11, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 5,840 | 451 | 0.01% | 0.01% | 179 | -163 | -2.72% | Q2 2026 | Jul 07, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 5,771 | 445 | 0.0% | — | 181 | +5,771 | New | Q2 2026 | Aug 11, 2026 |
| Richard C. Young & CO., LTD. | History | Added to | 5,763 | 445 | 0.03% | 0.03% | 180 | +647 | 12.65% | Q2 2026 | Jul 28, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 5,680 | 438 | 0.2% | 0.22% | 182 | +21 | 0.37% | Q2 2026 | Jul 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 5,640 | 435 | 0.0% | — | 184 | +5,640 | New | Q2 2026 | Aug 14, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 5,644 | 435 | 0.2% | 0.26% | 183 | -172 | -2.96% | Q2 2026 | Jul 17, 2026 |
| PUREfi Wealth, LLC | History | No change | 5,599 | 432 | 0.24% | 0.26% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 5,527 | 426 | 0.02% | 0.02% | 186 | -63 | -1.13% | Q2 2026 | Jul 31, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 5,478 | 423 | 0.08% | 0.1% | 187 | -1,063 | -16.25% | Q2 2026 | Jul 24, 2026 |
| Partnership Wealth Management, LLC | History | Added to | 5,355 | 413 | 0.28% | 0.28% | 188 | +162 | 3.12% | Q2 2026 | Jul 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 5,328 | 411 | 0.0% | 0.0% | 189 | +1,779 | 50.13% | Q2 2026 | Jul 27, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 5,302 | 409 | 0.26% | 0.26% | 190 | +40 | 0.76% | Q2 2026 | Jul 29, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 5,219 | 403 | 0.02% | 0.02% | 191 | +7 | 0.13% | Q2 2026 | Aug 20, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 5,175 | 399 | 0.03% | 0.03% | 192 | -387 | -6.96% | Q2 2026 | Jul 21, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 5,165 | 399 | 0.0% | 0.0% | 193 | -37 | -0.71% | Q2 2026 | Aug 03, 2026 |
| World Investment Advisors | History | Reduced | 5,543 | 392 | 0.01% | 0.01% | 194 | -226 | -3.92% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Added to | 5,047 | 389 | 0.0% | 0.0% | 195 | +327 | 6.93% | Q2 2026 | Aug 07, 2026 |
| Madison Wealth Partners, Inc | History | New | 5,008 | 386 | 0.05% | — | 196 | +5,008 | New | Q2 2026 | Aug 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 4,994 | 385 | 0.02% | 0.02% | 197 | +83 | 1.69% | Q2 2026 | Jul 31, 2026 |
| Baird Financial Group, Inc. | History | No change | 4,991 | 385 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | New | 4,934 | 381 | 0.0% | — | 199 | +4,934 | New | Q2 2026 | Jul 29, 2026 |
| CWM, LLC | History | No change | 5,345 | 376 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Reduced | 4,813 | 371 | 0.01% | 0.01% | 201 | -39 | -0.8% | Q2 2026 | Aug 14, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 4,772 | 368 | 0.21% | 0.22% | 202 | +151 | 3.27% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4,680 | 361 | 0.01% | 0.02% | 203 | -5,569 | -54.34% | Q2 2026 | Aug 11, 2026 |
| PFG Advisors | History | Added to | 4,653 | 359 | 0.02% | 0.02% | 204 | +47 | 1.02% | Q2 2026 | Jul 16, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 4,643 | 358 | 0.01% | 0.01% | 205 | -150 | -3.13% | Q2 2026 | Aug 03, 2026 |
| Calamos Wealth Management LLC | History | No change | 4,573 | 353 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Astra Wealth Partners LLC | History | No change | 4,570 | 353 | 0.19% | 0.19% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Coordinated Financial Services, Inc. | History | No change | 5,027 | 353 | 0.2% | 0.2% | 208 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Boyer Financial Services, Inc. | History | New | 4,430 | 352 | 0.3% | — | 209 | +4,430 | New | Q2 2026 | Jul 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 4,536 | 350 | 0.0% | 0.03% | 210 | -33,783 | -88.16% | Q2 2026 | Aug 06, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 4,538 | 350 | 0.34% | 0.35% | 211 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 4,497 | 347 | 0.08% | — | 212 | +4,497 | New | Q2 2026 | Jul 09, 2026 |
| Carr Financial Group Corp | History | Reduced | 4,464 | 344 | 0.08% | 0.1% | 213 | -679 | -13.2% | Q2 2026 | Aug 06, 2026 |
| AtlasMark Financial, Inc | History | No change | 4,400 | 339 | 0.17% | 0.21% | 214 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Eagle Capital Management, LLC | History | No change | 4,370 | 338 | 0.12% | 0.12% | 215 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 4,314 | 333 | 0.12% | 0.13% | 216 | -475 | -9.92% | Q2 2026 | Jul 10, 2026 |
| LongView Wealth Management | History | Reduced | 4,159 | 321 | 0.08% | 0.1% | 217 | -1,187 | -22.2% | Q2 2026 | Jul 17, 2026 |
| Brookstone Capital Management | History | Reduced | 4,144 | 320 | 0.0% | 0.0% | 219 | -22 | -0.53% | Q2 2026 | Jul 15, 2026 |
| Regal Investment Advisors LLC | History | No change | 4,150 | 320 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Investment Management, LLC | History | No change | 4,146 | 320 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| StoneX Group Inc. | History | Reduced | 4,134 | 319 | 0.01% | 0.03% | 221 | -2,543 | -38.09% | Q2 2026 | Aug 12, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 4,031 | 311 | 0.03% | 0.03% | 222 | -21 | -0.52% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,036 | 311 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Artemis Wealth Advisors, LLC | History | Added to | 3,960 | 305 | 0.04% | 0.04% | 224 | +13 | 0.33% | Q2 2026 | Aug 14, 2026 |
| SVB WEALTH LLC | History | Added to | 3,938 | 304 | 0.02% | 0.02% | 225 | +4 | 0.1% | Q2 2026 | Jul 17, 2026 |
| Corient Private Wealth LP | History | Reduced | 3,842 | 296 | 0.0% | 0.0% | 226 | -100 | -2.54% | Q2 2026 | Aug 27, 2026 |
| M&T BANK CORP | History | No change | 3,813 | 294 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 3,622 | 292 | 0.08% | 0.08% | 228 | +9 | 0.25% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 3,668 | 283 | 0.0% | 0.0% | 229 | +3,528 | 2520.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 3,648 | 281 | 0.01% | 0.01% | 230 | -50 | -1.35% | Q2 2026 | Jul 27, 2026 |
| Apex Wealth Management, LLC | History | No change | 3,650 | 281 | 0.17% | 0.18% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,594 | 277 | 0.0% | 0.0% | 232 | +667 | 22.79% | Q2 2026 | Aug 07, 2026 |
| Sowell Financial Services LLC | History | New | 3,546 | 273 | 0.01% | — | 233 | +3,546 | New | Q2 2026 | Jul 17, 2026 |
| River Wealth Advisors LLC | History | Reduced | 3,527 | 272 | 0.03% | 0.03% | 234 | -83 | -2.3% | Q2 2026 | Aug 04, 2026 |
| Savant Capital, LLC | History | New | 3,433 | 268 | 0.0% | — | 235 | +3,433 | New | Q2 2026 | Aug 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 3,422 | 264 | 0.0% | 0.0% | 236 | -385 | -10.11% | Q2 2026 | Aug 14, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 3,417 | 263 | 0.06% | 0.07% | 237 | -191 | -5.29% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | New | 3,374 | 260 | 0.0% | — | 238 | +3,374 | New | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 3,365 | 259 | 0.0% | 0.0% | 239 | -643 | -16.04% | Q2 2026 | Aug 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 3,333 | 257 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Eley Financial Management, Inc | History | No change | 3,334 | 257 | 0.08% | 0.08% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 3,323 | 256 | 0.0% | — | 242 | +3,323 | New | Q2 2026 | Aug 18, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 3,066 | 250 | 0.01% | 0.02% | 243 | -334 | -9.82% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | Reduced | 3,102 | 249 | 0.02% | 0.02% | 244 | -100 | -3.12% | Q2 2026 | Jul 29, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 3,176 | 245 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 3,147 | 243 | 0.03% | 0.03% | 247 | -261 | -7.66% | Q2 2026 | Aug 14, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 3,156 | 243 | 0.03% | 0.04% | 246 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 3,102 | 239 | 0.04% | 0.08% | 248 | -1,629 | -34.43% | Q2 2026 | Aug 04, 2026 |
| BRIGHTON JONES LLC | History | Added to | 3,035 | 234 | 0.0% | 0.0% | 249 | +9 | 0.3% | Q2 2026 | Aug 11, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 3,001 | 231 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 2,970 | 229 | 0.02% | 0.02% | 251 | -65 | -2.14% | Q2 2026 | Aug 10, 2026 |
| HBK Sorce Advisory LLC | History | New | 2,850 | 227 | 0.0% | — | 253 | +2,850 | New | Q2 2026 | Aug 06, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 2,950 | 227 | 0.2% | 0.2% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,903 | 224 | 0.0% | — | 256 | +2,903 | New | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 2,903 | 224 | 0.0% | 0.0% | 255 | +944 | 48.19% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 2,913 | 224 | 0.01% | 0.01% | 254 | +4 | 0.14% | Q2 2026 | Aug 04, 2026 |
| Continuum Advisory, LLC | History | Reduced | 2,898 | 223 | 0.02% | 0.02% | 257 | -17 | -0.58% | Q2 2026 | Aug 06, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 2,896 | 223 | 0.01% | 0.01% | 258 | +3 | 0.1% | Q2 2026 | Aug 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 2,840 | 219 | 0.01% | 0.01% | 259 | +215 | 8.19% | Q2 2026 | Aug 17, 2026 |
| Redwood Financial Network Corp | History | New | 2,822 | 218 | 0.12% | — | 260 | +2,822 | New | Q2 2026 | Aug 07, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 2,797 | 216 | 0.0% | — | 261 | +2,797 | New | Q2 2026 | Jul 23, 2026 |
| Cambria Investment Management, L.P. | History | New | 2,794 | 215 | 0.01% | — | 262 | +2,794 | New | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | New | 2,794 | 215 | 0.0% | — | 263 | +2,794 | New | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | New | 2,776 | 214 | 0.01% | — | 264 | +2,776 | New | Q2 2026 | Aug 03, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 2,737 | 211 | 0.0% | 0.0% | 265 | +202 | 7.97% | Q2 2026 | Aug 11, 2026 |
| Sound View Wealth Advisors Group, LLC | History | New | 2,679 | 206 | 0.01% | — | 266 | +2,679 | New | Q2 2026 | Aug 11, 2026 |
| Prasad Wealth Partners, LLC | History | New | 2,618 | 202 | 0.05% | — | 267 | +2,618 | New | Q2 2026 | Jul 29, 2026 |
| LEIGH BALDWIN & CO., LLC | History | New | 2,609 | 201 | 0.11% | — | 269 | +2,609 | New | Q2 2026 | Aug 13, 2026 |
| WESBANCO BANK INC | History | New | 2,606 | 201 | 0.0% | — | 268 | +2,606 | New | Q2 2026 | Jul 28, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 2,484 | 191 | 0.04% | 0.08% | 271 | -2,830 | -53.26% | Q2 2026 | Sep 15, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,480 | 191 | 0.0% | 0.0% | 270 | -1,320 | -34.74% | Q2 2026 | Aug 05, 2026 |
| Piscataqua Savings Bank | History | Reduced | 2,339 | 180 | 0.12% | 0.2% | 272 | -1,806 | -43.57% | Q2 2026 | Jul 09, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,208 | 170 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | Reduced | 2,112 | 163 | 0.0% | 0.0% | 274 | -543 | -20.45% | Q2 2026 | Aug 11, 2026 |
| Financial Perspectives, Inc | History | Added to | 2,005 | 154 | 0.04% | 0.04% | 276 | +6 | 0.3% | Q2 2026 | Jul 24, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,000 | 154 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 1,925 | 148 | 0.01% | 0.01% | 277 | -2,597 | -57.43% | Q2 2026 | Aug 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 1,863 | 143 | 0.0% | 0.0% | 278 | -207 | -10.0% | Q2 2026 | Aug 11, 2026 |
| Allied Private Wealth LLC | History | New | 1,593 | 126 | 0.08% | — | 279 | +1,593 | New | Q2 2026 | Jul 09, 2026 |
| Providence Capital Advisors, LLC | History | New | 1,604 | 123 | 0.02% | — | 280 | +1,604 | New | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,481 | 114 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 1,401 | 108 | 0.0% | — | 282 | +1,401 | New | Q2 2026 | Aug 07, 2026 |
| Golden State Wealth Management, LLC | History | New | 1,392 | 107 | 0.01% | — | 283 | +1,392 | New | Q2 2026 | Jul 22, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,311 | 101 | 0.0% | 0.0% | 284 | -34 | -2.53% | Q2 2026 | Jul 06, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,293 | 99 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,116 | 86 | 0.01% | 0.01% | 286 | +197 | 21.44% | Q2 2026 | Jul 28, 2026 |
| Buck Wealth Strategies, LLC | History | New | 1,071 | 82 | 0.01% | — | 287 | +1,071 | New | Q2 2026 | Jul 30, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,000 | 77 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 1,004 | 77 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 991 | 76 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 975 | 75 | 0.0% | 0.0% | 292 | +575 | 143.75% | Q2 2026 | Aug 05, 2026 |
| BESSEMER GROUP INC | History | No change | 975 | 75 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 946 | 73 | 0.0% | 0.0% | 293 | -255 | -21.23% | Q2 2026 | Aug 12, 2026 |
| Colonial Trust Co / SC | History | No change | 896 | 69 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Holos Integrated Wealth LLC | History | No change | 848 | 67 | 0.03% | 0.03% | 295 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 798 | 61 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | Added to | 780 | 60 | 0.0% | 0.0% | 297 | +2 | 0.26% | Q2 2026 | Aug 14, 2026 |
| Hanson & Doremus Investment Management | History | No change | 711 | 55 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 687 | 53 | 0.0% | 0.0% | 299 | +77 | 12.62% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 686 | 52 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |