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 | No change | 3,005,747 | 232,193 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 2,060,776 | 168,365 | 0.43% | 0.44% | 2 | -30,336 | -1.45% | Q3 2026 | Nov 04, 2026 |
| AE Wealth Management LLC | History | No change | 1,487,576 | 114,915 | 0.54% | 0.54% | 3 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | No change | 882,513 | 68,174 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 758,733 | 61,988 | 0.25% | 0.29% | 5 | -195,158 | -20.46% | Q3 2026 | Nov 03, 2026 |
| MORGAN STANLEY | History | No change | 580,998 | 44,882 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 569,997 | 44,032 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 325,277 | 26,575 | 1.88% | 1.72% | 8 | +11,996 | 3.83% | Q3 2026 | Oct 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 294,148 | 24,031 | 0.07% | 0.07% | 9 | +24,748 | 9.19% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 283,047 | 21,865 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 270,393 | 20,887 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighMark Wealth Management LLC | History | No change | 254,403 | 19,650 | 6.58% | 6.58% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 247,424 | 19,130 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 218,427 | 16,873 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Investors Research Corp | History | Reduced | 203,231 | 16,603 | 2.92% | 2.99% | 15 | -12,908 | -5.97% | Q3 2026 | Oct 07, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 195,424 | 15,966 | 4.82% | 4.72% | 16 | -5,437 | -2.71% | Q3 2026 | Oct 13, 2026 |
| Marotta Asset Management | History | Reduced | 189,752 | 15,502 | 2.63% | 2.64% | 17 | -14,485 | -7.09% | Q3 2026 | Oct 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 185,730 | 15,174 | 0.02% | 0.04% | 18 | -206,499 | -52.65% | Q3 2026 | Nov 02, 2026 |
| Gimbal Financial | History | Reduced | 182,078 | 14,875 | 8.64% | 8.78% | 19 | -2,887 | -1.56% | Q3 2026 | Oct 19, 2026 |
| ASSETMARK, INC | History | Reduced | 178,598 | 14,591 | 0.02% | 0.02% | 20 | -236 | -0.13% | Q3 2026 | Oct 21, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 174,539 | 14,259 | 3.51% | 3.38% | 21 | +342 | 0.2% | Q3 2026 | Oct 30, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 174,263 | 14,237 | 1.41% | 1.74% | 22 | -58,319 | -25.07% | Q3 2026 | Oct 27, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 172,097 | 14,060 | 0.64% | 0.71% | 23 | -14,634 | -7.84% | Q3 2026 | Oct 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 170,970 | 13,207 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 158,177 | 12,923 | 0.15% | 0.14% | 25 | +5,005 | 3.27% | Q3 2026 | Oct 23, 2026 |
| Bank of New York Mellon Corp | History | Added to | 140,762 | 11,500 | 0.0% | 0.0% | 26 | +67,349 | 91.74% | Q3 2026 | Nov 05, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 123,633 | 10,100 | 2.2% | 2.74% | 27 | -35,693 | -22.4% | Q3 2026 | Oct 21, 2026 |
| Heirloom Wealth Management | History | Reduced | 117,912 | 9,633 | 1.25% | 2.38% | 28 | -94,981 | -44.61% | Q3 2026 | Oct 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 114,443 | 9,350 | 0.02% | 0.02% | 29 | -10,086 | -8.1% | Q3 2026 | Nov 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 113,826 | 8,793 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 113,518 | 8,769 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 113,358 | 8,756 | 0.1% | 0.1% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 107,226 | 8,283 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SPINNAKER TRUST | History | No change | 104,144 | 8,045 | 0.39% | 0.39% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 98,220 | 8,024 | 3.03% | 3.08% | 35 | -3,914 | -3.83% | Q3 2026 | Oct 13, 2026 |
| CITIGROUP INC | History | Reduced | 96,006 | 7,843 | 0.0% | 0.0% | 36 | -2,228 | -2.27% | Q3 2026 | Nov 04, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 100,771 | 7,784 | 0.07% | 0.07% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | Added to | 95,197 | 7,777 | 0.19% | 0.19% | 38 | +1,132 | 1.2% | Q3 2026 | Nov 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 100,270 | 7,745 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 96,473 | 7,452 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lifeworks Advisors, LLC | History | No change | 95,707 | 7,393 | 0.77% | 0.77% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Q3 Asset Management | History | No change | 95,065 | 7,313 | 1.34% | 1.34% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 92,157 | 7,199 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 91,620 | 7,077 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 74,568 | 6,092 | 0.28% | 0.28% | 45 | -5,289 | -6.62% | Q3 2026 | Oct 29, 2026 |
| Financial Partners Group, Inc | History | Added to | 73,570 | 6,010 | 0.62% | 0.57% | 46 | +841 | 1.16% | Q3 2026 | Oct 19, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 74,825 | 5,780 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NorthCoast Asset Management LLC | History | No change | 69,760 | 5,389 | 0.12% | 0.12% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 62,018 | 5,066 | 1.64% | 1.6% | 49 | +170 | 0.27% | Q3 2026 | Oct 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 62,324 | 4,814 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 57,648 | 4,453 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 53,070 | 4,335 | 0.83% | 0.89% | 52 | -2,210 | -4.0% | Q3 2026 | Oct 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 55,734 | 4,305 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valmark Advisers, Inc. | History | No change | 52,750 | 4,074 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 49,678 | 4,058 | 0.47% | 0.49% | 55 | -3,955 | -7.37% | Q3 2026 | Oct 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 51,615 | 3,987 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 46,932 | 3,654 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 43,184 | 3,528 | 0.0% | 0.0% | 58 | +2,398 | 5.88% | Q3 2026 | Nov 02, 2026 |
| Smith Salley Wealth Management | History | Reduced | 43,139 | 3,524 | 0.15% | 0.15% | 59 | -117 | -0.27% | Q3 2026 | Nov 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 44,399 | 3,429 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 41,726 | 3,409 | 0.04% | 0.02% | 61 | +16,317 | 64.22% | Q3 2026 | Oct 30, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 41,245 | 3,369 | 0.48% | 0.52% | 62 | +3,034 | 7.94% | Q3 2026 | Oct 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 41,146 | 3,362 | 0.02% | 0.01% | 63 | +19,619 | 91.14% | Q3 2026 | Oct 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 42,969 | 3,319 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | New | 37,312 | 3,048 | 0.71% | — | 65 | +37,312 | New | Q3 2026 | Oct 16, 2026 |
| MAI Capital Management | History | No change | 39,098 | 3,020 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 35,096 | 2,867 | 0.04% | 0.01% | 67 | +25,056 | 249.56% | Q3 2026 | Nov 03, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 34,654 | 2,831 | 0.16% | 0.14% | 68 | +4,286 | 14.11% | Q3 2026 | Oct 14, 2026 |
| Beckerman Institutional, LLC | History | No change | 35,930 | 2,775 | 1.32% | 1.32% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | Reduced | 33,894 | 2,769 | 0.07% | 0.07% | 70 | -1,989 | -5.54% | Q3 2026 | Oct 23, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 34,692 | 2,679 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 32,717 | 2,672 | 0.12% | 0.04% | 72 | +22,658 | 225.25% | Q3 2026 | Oct 13, 2026 |
| Richmond Brothers, Inc. | History | No change | 34,305 | 2,650 | 1.38% | 1.38% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 33,209 | 2,565 | 0.28% | 0.28% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 32,475 | 2,508 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 32,296 | 2,494 | 0.06% | 0.06% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 30,086 | 2,458 | 0.07% | 0.06% | 77 | +6,889 | 29.7% | Q3 2026 | Nov 05, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 29,519 | 2,411 | 0.79% | 0.76% | 78 | -1,072 | -3.5% | Q3 2026 | Oct 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 31,050 | 2,399 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 30,971 | 2,392 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | Reduced | 28,588 | 2,336 | 0.06% | 0.07% | 81 | -766 | -2.61% | Q3 2026 | Oct 02, 2026 |
| Aspetuck Financial Management LLC | History | Reduced | 28,525 | 2,330 | 1.49% | 1.31% | 82 | -346 | -1.2% | Q3 2026 | Nov 04, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 28,319 | 2,313 | 0.09% | 0.09% | 83 | -1,058 | -3.6% | Q3 2026 | Oct 05, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 25,923 | 2,117 | 1.69% | 1.66% | 84 | -25 | -0.1% | Q3 2026 | Nov 03, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 26,744 | 2,066 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 24,821 | 2,027 | 0.03% | 0.03% | 86 | +2,419 | 10.8% | Q3 2026 | Nov 05, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 25,986 | 2,007 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Roxbury Financial LLC | History | Reduced | 24,470 | 1,999 | 1.53% | 1.5% | 88 | -71 | -0.29% | Q3 2026 | Oct 01, 2026 |
| Jacobs Equity LLC | History | No change | 25,775 | 1,991 | 1.38% | 1.38% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 25,754 | 1,989 | 0.17% | 0.17% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 24,122 | 1,970 | 0.12% | 0.12% | 91 | -564 | -2.28% | Q3 2026 | Oct 22, 2026 |
| Advisory Services Network, LLC | History | No change | 24,827 | 1,917 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 22,632 | 1,849 | 0.09% | 0.1% | 93 | +123 | 0.55% | Q3 2026 | Oct 21, 2026 |
| IFP Advisors, Inc | History | Added to | 21,717 | 1,774 | 0.03% | 0.01% | 94 | +10,982 | 102.3% | Q3 2026 | Oct 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 21,549 | 1,748 | 0.0% | 0.0% | 95 | +481 | 2.28% | Q3 2026 | Oct 13, 2026 |
| Arax Advisory Partners | History | No change | 22,451 | 1,734 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 21,848 | 1,687 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maxele Advisors, LLC | History | No change | 21,567 | 1,666 | 1.16% | 1.16% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 21,065 | 1,627 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlas Brown,Inc. | History | Reduced | 19,368 | 1,582 | 0.42% | 0.41% | 100 | -221 | -1.13% | Q3 2026 | Oct 09, 2026 |
| Atria Investments, Inc | History | Reduced | 18,313 | 1,496 | 0.01% | 0.01% | 101 | -297 | -1.6% | Q3 2026 | Oct 15, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 17,824 | 1,456 | 0.13% | 0.11% | 102 | +557 | 3.23% | Q3 2026 | Oct 07, 2026 |
| Prospect Financial Services LLC | History | No change | 18,767 | 1,449 | 0.73% | 0.73% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 17,685 | 1,444 | 0.01% | 0.0% | 104 | +12,357 | 231.93% | Q3 2026 | Oct 28, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 17,088 | 1,320 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 16,577 | 1,281 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| High Point Wealth Management, LLC | History | Added to | 14,086 | 1,150 | 0.91% | 0.82% | 107 | +1,037 | 7.95% | Q3 2026 | Nov 04, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Added to | 13,985 | 1,142 | 0.12% | 1.05% | 108 | +50 | 0.36% | Q3 2026 | Oct 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 13,804 | 1,127 | 0.0% | 0.0% | 109 | +4,421 | 47.12% | Q3 2026 | Oct 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 14,600 | 1,127 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 13,476 | 1,100 | 0.73% | 0.54% | 111 | +3,201 | 31.15% | Q3 2026 | Oct 07, 2026 |
| Certified Advisory Corp | History | Added to | 13,417 | 1,096 | 0.09% | 0.08% | 112 | +511 | 3.96% | Q3 2026 | Oct 29, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 12,984 | 1,060 | 0.3% | 0.25% | 113 | +1,957 | 17.75% | Q3 2026 | Oct 19, 2026 |
| Crumly & Associates Inc. | History | Added to | 12,781 | 1,044 | 0.19% | 0.17% | 114 | +1,314 | 11.46% | Q3 2026 | Oct 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 13,189 | 1,018 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Retirement Planning Group, LLC | History | No change | 12,445 | 1,016 | 0.03% | 0.02% | 116 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 12,334 | 1,007 | 0.31% | 0.28% | 117 | +747 | 6.45% | Q3 2026 | Oct 15, 2026 |
| Mosley Wealth Management | History | Added to | 11,818 | 1,005 | 0.29% | 0.24% | 118 | +2,153 | 22.28% | Q3 2026 | Oct 16, 2026 |
| Focus Partners Wealth | History | No change | 12,915 | 997 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 12,776 | 986 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 12,694 | 980 | 0.38% | 0.38% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 11,944 | 975 | 0.02% | 0.02% | 122 | +695 | 6.18% | Q3 2026 | Oct 16, 2026 |
| Quantinno Capital Management LP | History | No change | 12,469 | 963 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Reduced | 11,145 | 910 | 0.56% | 0.62% | 124 | -450 | -3.88% | Q3 2026 | Oct 20, 2026 |
| Essex Financial Services, Inc. | History | No change | 11,638 | 899 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 10,986 | 897 | 0.04% | 0.04% | 126 | -65 | -0.59% | Q3 2026 | Oct 20, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | New | 10,815 | 883 | 0.34% | — | 127 | +10,815 | New | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 10,729 | 876 | 0.01% | 0.01% | 128 | -254 | -2.31% | Q3 2026 | Oct 08, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Reduced | 10,592 | 865 | 0.38% | 0.36% | 129 | -520 | -4.68% | Q3 2026 | Oct 22, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 10,462 | 854 | 0.26% | 0.25% | 130 | +108 | 1.04% | Q3 2026 | Oct 26, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 10,425 | 851 | 0.21% | 0.2% | 131 | +96 | 0.93% | Q3 2026 | Oct 26, 2026 |
| Simplicity Wealth,LLC | History | New | 10,283 | 840 | 0.02% | — | 132 | +10,283 | New | Q3 2026 | Oct 23, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 10,007 | 817 | 0.01% | 0.01% | 133 | +1 | 0.01% | Q3 2026 | Oct 15, 2026 |
| Independence Financial Advisors, LLC | History | Reduced | 9,949 | 812 | 0.2% | 0.23% | 134 | -1,306 | -11.6% | Q3 2026 | Oct 08, 2026 |
| Fisher Asset Management, LLC | History | No change | 10,175 | 786 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 10,017 | 773 | 0.49% | 0.49% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC | History | New | 9,392 | 767 | 0.06% | — | 137 | +9,392 | New | Q3 2026 | Oct 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 9,347 | 763 | 0.01% | 0.01% | 138 | +555 | 6.31% | Q3 2026 | Oct 13, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 9,163 | 748 | 0.28% | 0.29% | 139 | +28 | 0.31% | Q3 2026 | Oct 26, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,694 | 747 | 0.01% | 0.01% | 140 | +510 | 6.23% | Q3 2026 | Oct 26, 2026 |
| Elevation Wealth Management LLC | History | Added to | 9,043 | 738 | 0.5% | 0.38% | 141 | +2,400 | 36.13% | Q3 2026 | Nov 02, 2026 |
| Xcel Wealth Management, LLC | History | No change | 8,914 | 728 | 0.18% | 0.16% | 142 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| VCI Wealth Management LLC | History | Reduced | 8,826 | 721 | 0.17% | 0.2% | 143 | -1,318 | -12.99% | Q3 2026 | Oct 29, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 8,532 | 697 | 0.0% | — | 144 | +8,532 | New | Q3 2026 | Oct 16, 2026 |
| Rothschild Wealth LLC | History | No change | 8,667 | 669 | 0.05% | 0.05% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bayshore Capital Advisors, LLC | History | No change | 7,997 | 653 | 0.34% | 0.29% | 146 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 7,861 | 642 | 0.1% | 0.1% | 147 | -125 | -1.57% | Q3 2026 | Oct 15, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 8,300 | 641 | 0.13% | 0.13% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 8,102 | 625 | 0.26% | 0.26% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 7,364 | 620 | 0.14% | 0.14% | 150 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Arkadios Wealth Advisors | History | No change | 7,989 | 617 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 7,976 | 616 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 7,474 | 610 | 0.09% | 0.09% | 153 | -218 | -2.83% | Q3 2026 | Nov 02, 2026 |
| LexAurum Advisors, LLC | History | Added to | 7,458 | 609 | 0.07% | 0.06% | 154 | +171 | 2.35% | Q3 2026 | Oct 19, 2026 |
| Spire Wealth Management | History | Reduced | 7,399 | 604 | 0.02% | 0.02% | 155 | -1,140 | -13.35% | Q3 2026 | Oct 30, 2026 |
| HRT FINANCIAL LP | History | No change | 7,728 | 596 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 7,014 | 593 | 0.03% | 0.03% | 157 | +130 | 1.89% | Q3 2026 | Oct 21, 2026 |
| Pathstone Holdings, LLC | History | No change | 7,646 | 590 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Monte Financial Group, LLC | History | Added to | 7,209 | 588 | 0.2% | 0.17% | 159 | +294 | 4.25% | Q3 2026 | Nov 02, 2026 |
| IMA Advisory Services, Inc. | History | No change | 7,607 | 587 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 7,123 | 581 | 0.25% | 0.26% | 161 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Merit Financial Group, LLC | History | No change | 7,268 | 561 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 7,233 | 558 | 0.1% | 0.1% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Management Associates, Inc. | History | No change | 7,161 | 553 | 0.15% | 0.15% | 164 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Added to | 6,764 | 552 | 0.1% | 0.1% | 165 | +104 | 1.56% | Q3 2026 | Oct 15, 2026 |
| WARNER FINANCIAL, INC | History | No change | 7,134 | 551 | 0.16% | 0.16% | 166 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 6,703 | 549 | 0.11% | 0.11% | 167 | +70 | 1.06% | Q3 2026 | Oct 16, 2026 |
| VICUS CAPITAL | History | Reduced | 6,631 | 541 | 0.03% | 0.03% | 168 | -87 | -1.3% | Q3 2026 | Nov 05, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 6,918 | 534 | 0.06% | 0.06% | 169 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Reduced | 6,531 | 533 | 0.21% | 0.21% | 170 | -245 | -3.62% | Q3 2026 | Oct 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6,508 | 502 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 6,077 | 496 | 0.03% | 0.04% | 172 | -362 | -5.62% | Q3 2026 | Oct 14, 2026 |
| SWMG, LLC | History | Reduced | 5,624 | 489 | 0.11% | 0.11% | 173 | -379 | -6.31% | Q3 2026 | Oct 23, 2026 |
| Demars Financial Group, LLC | History | Reduced | 5,982 | 488 | 0.13% | 0.13% | 174 | -20 | -0.33% | Q3 2026 | Oct 22, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Added to | 5,919 | 483 | 0.41% | 0.39% | 175 | +1 | 0.02% | Q3 2026 | Oct 15, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 5,900 | 481 | 0.02% | 0.02% | 176 | +373 | 6.75% | Q3 2026 | Oct 28, 2026 |
| Compound Planning, Inc. | History | Reduced | 5,815 | 475 | 0.01% | 0.01% | 177 | -234 | -3.87% | Q3 2026 | Nov 05, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Reduced | 5,798 | 473 | 0.11% | 0.12% | 178 | -117 | -1.98% | Q3 2026 | Oct 16, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 5,697 | 465 | 0.19% | 0.2% | 179 | +17 | 0.3% | Q3 2026 | Oct 13, 2026 |
| PUREfi Wealth, LLC | History | No change | 5,599 | 457 | 0.21% | 0.24% | 180 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 5,571 | 455 | 0.01% | 0.01% | 181 | -269 | -4.61% | Q3 2026 | Oct 13, 2026 |
| OneAscent Financial Services LLC | History | No change | 5,887 | 454 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 5,771 | 445 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 5,437 | 444 | 0.08% | 0.08% | 184 | -41 | -0.75% | Q3 2026 | Oct 23, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 5,390 | 440 | 0.21% | 0.2% | 185 | -254 | -4.5% | Q3 2026 | Oct 15, 2026 |
| Richard C. Young & CO., LTD. | History | Reduced | 5,368 | 438 | 0.03% | 0.03% | 186 | -395 | -6.85% | Q3 2026 | Nov 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,640 | 435 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 5,234 | 427 | 0.29% | 0.26% | 188 | -68 | -1.28% | Q3 2026 | Oct 28, 2026 |
| Modera Wealth Management, LLC | History | No change | 5,165 | 422 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Partnership Wealth Management, LLC | History | Reduced | 5,094 | 416 | 0.3% | 0.28% | 190 | -261 | -4.87% | Q3 2026 | Oct 05, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 5,058 | 413 | 0.03% | 0.03% | 191 | -117 | -2.26% | Q3 2026 | Oct 26, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,052 | 412 | 0.0% | 0.0% | 192 | +118 | 2.39% | Q3 2026 | Oct 23, 2026 |
| Rehmann Capital Advisory Group | History | No change | 5,219 | 403 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| WEDBUSH SECURITIES INC | History | New | 4,808 | 393 | 0.01% | — | 194 | +4,808 | New | Q3 2026 | Oct 22, 2026 |
| World Investment Advisors | History | No change | 5,543 | 392 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 5,047 | 389 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 4,757 | 388 | 0.02% | 0.02% | 197 | -237 | -4.75% | Q3 2026 | Oct 28, 2026 |
| Madison Wealth Partners, Inc | History | No change | 5,008 | 386 | 0.05% | 0.05% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 4,991 | 385 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valley Brook Capital Group, Inc. | History | Reduced | 4,672 | 381 | 0.21% | 0.21% | 200 | -100 | -2.1% | Q3 2026 | Oct 26, 2026 |
| PFG Advisors | History | Added to | 4,657 | 380 | 0.02% | 0.02% | 201 | +4 | 0.09% | Q3 2026 | Oct 15, 2026 |
| Western Wealth Management, LLC | History | No change | 4,813 | 371 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 4,538 | 370 | 0.35% | 0.34% | 203 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 4,486 | 366 | 0.01% | 0.01% | 204 | -87 | -1.9% | Q3 2026 | Nov 02, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,680 | 361 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Boyer Financial Services, Inc. | History | No change | 4,430 | 361 | 0.29% | 0.3% | 206 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Savvy Advisors, Inc. | History | No change | 4,643 | 358 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Eagle Capital Management, LLC | History | No change | 4,370 | 357 | 0.12% | 0.12% | 208 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Astra Wealth Partners LLC | History | No change | 4,570 | 353 | 0.19% | 0.19% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LongView Wealth Management | History | Added to | 4,300 | 351 | 0.08% | 0.08% | 210 | +141 | 3.39% | Q3 2026 | Oct 19, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,536 | 350 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Carr Financial Group Corp | History | No change | 4,464 | 344 | 0.08% | 0.08% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| StoneX Group Inc. | History | Added to | 4,142 | 338 | 0.01% | 0.01% | 213 | +8 | 0.19% | Q3 2026 | Nov 03, 2026 |
| Brookstone Capital Management | History | Reduced | 4,061 | 331 | 0.0% | 0.0% | 214 | -83 | -2.0% | Q3 2026 | Oct 22, 2026 |
| Wilkins Miller Wealth Management, LLC | History | New | 4,041 | 330 | 0.19% | — | 215 | +4,041 | New | Q3 2026 | Oct 13, 2026 |
| Artemis Wealth Advisors, LLC | History | Added to | 3,970 | 324 | 0.04% | 0.04% | 216 | +10 | 0.25% | Q3 2026 | Nov 05, 2026 |
| Regal Investment Advisors LLC | History | No change | 4,150 | 320 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Investment Management, LLC | History | No change | 4,146 | 320 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Redwood Financial Network Corp | History | Added to | 3,903 | 318 | 0.17% | 0.12% | 219 | +1,081 | 38.31% | Q3 2026 | Nov 03, 2026 |
| BFC Planning, Inc. | History | No change | 4,042 | 312 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 4,031 | 311 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,036 | 311 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SVB WEALTH LLC | History | No change | 3,938 | 304 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Apex Wealth Management, LLC | History | No change | 3,650 | 298 | 0.18% | 0.17% | 224 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Corient Private Wealth LP | History | No change | 3,842 | 296 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| M&T BANK CORP | History | No change | 3,813 | 294 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 3,584 | 292 | 0.1% | 0.12% | 227 | -730 | -16.92% | Q3 2026 | Oct 07, 2026 |
| Sowell Financial Services LLC | History | Added to | 3,561 | 290 | 0.01% | 0.01% | 228 | +15 | 0.42% | Q3 2026 | Oct 23, 2026 |
| KW WEALTH MANAGEMENT LLC | History | New | 3,511 | 286 | 0.22% | — | 229 | +3,511 | New | Q3 2026 | Oct 28, 2026 |
| Waverly Advisors, LLC | History | No change | 3,668 | 283 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 3,648 | 281 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,594 | 277 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sovran Advisors, LLC | History | No change | 3,102 | 274 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 3,333 | 272 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| River Wealth Advisors LLC | History | No change | 3,527 | 272 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savant Capital, LLC | History | No change | 3,433 | 268 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BRIGHTON JONES LLC | History | Added to | 3,248 | 265 | 0.0% | 0.0% | 237 | +213 | 7.02% | Q3 2026 | Nov 03, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 3,422 | 264 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SWEENEY & MICHEL, LLC | History | Reduced | 3,230 | 263 | 0.07% | 0.08% | 239 | -392 | -10.82% | Q3 2026 | Oct 16, 2026 |
| Cerity Partners LLC | History | No change | 3,374 | 260 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,365 | 259 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 3,176 | 259 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 3,156 | 257 | 0.05% | 0.03% | 243 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,323 | 256 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | New | 3,069 | 250 | 0.07% | — | 246 | +3,069 | New | Q3 2026 | Oct 19, 2026 |
| KINTRA WEALTH, LLC | History | No change | 3,066 | 250 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | Added to | 3,031 | 247 | 0.01% | 0.01% | 247 | +255 | 9.19% | Q3 2026 | Oct 22, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 3,147 | 243 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PKS Advisory Services, LLC | History | No change | 3,102 | 239 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 2,970 | 229 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 2,950 | 227 | 0.2% | 0.2% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HBK Sorce Advisory LLC | History | No change | 2,850 | 227 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 2,913 | 224 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,903 | 224 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 2,903 | 224 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 2,739 | 223 | 0.05% | 0.06% | 258 | -678 | -19.84% | Q3 2026 | Nov 05, 2026 |
| Continuum Advisory, LLC | History | No change | 2,898 | 223 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pallas Capital Advisors LLC | History | No change | 2,896 | 223 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Eley Financial Management, Inc | History | Reduced | 2,699 | 220 | 0.07% | 0.08% | 259 | -635 | -19.05% | Q3 2026 | Nov 03, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 2,682 | 219 | 0.01% | 0.01% | 261 | -319 | -10.63% | Q3 2026 | Oct 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 2,840 | 219 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 2,797 | 216 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cambria Investment Management, L.P. | History | No change | 2,794 | 215 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 2,794 | 215 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESBANCO BANK INC | History | No change | 2,606 | 212 | 0.01% | 0.0% | 265 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,737 | 211 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,558 | 208 | 0.0% | 0.0% | 267 | +78 | 3.15% | Q3 2026 | Nov 05, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 2,679 | 206 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 2,484 | 202 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 2,618 | 202 | 0.05% | 0.05% | 270 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ellis Investment Partners, LLC | History | New | 2,470 | 201 | 0.03% | — | 272 | +2,470 | New | Q3 2026 | Oct 21, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 2,609 | 201 | 0.11% | 0.11% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Piscataqua Savings Bank | History | No change | 2,339 | 191 | 0.13% | 0.12% | 273 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,208 | 180 | 0.03% | 0.03% | 274 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Financial Perspectives, Inc | History | Added to | 2,008 | 164 | 0.04% | 0.04% | 275 | +3 | 0.15% | Q3 2026 | Nov 03, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,000 | 163 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Allworth Financial LP | History | No change | 2,112 | 163 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,925 | 157 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,863 | 143 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allied Private Wealth LLC | History | No change | 1,593 | 126 | 0.08% | 0.08% | 280 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Latitude Advisors, LLC | History | New | 1,520 | 124 | 0.04% | — | 281 | +1,520 | New | Q3 2026 | Oct 27, 2026 |
| Providence Capital Advisors, LLC | History | No change | 1,604 | 123 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,481 | 120 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,392 | 113 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 1,401 | 108 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,311 | 107 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,293 | 105 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,113 | 90 | 0.01% | 0.01% | 288 | -3 | -0.27% | Q3 2026 | Oct 20, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 1,027 | 83 | 0.01% | 0.01% | 289 | -44 | -4.11% | Q3 2026 | Oct 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 983 | 80 | 0.0% | 0.0% | 290 | +297 | 43.29% | Q3 2026 | Nov 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 976 | 79 | 0.0% | 0.0% | 291 | +1 | 0.1% | Q3 2026 | Nov 03, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,000 | 77 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 1,004 | 77 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 991 | 76 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 923 | 75 | 0.02% | 0.29% | 296 | -12,667 | -93.21% | Q3 2026 | Nov 04, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 937 | 75 | 0.0% | 0.0% | 297 | +418 | 80.54% | Q3 2026 | Nov 04, 2026 |
| BESSEMER GROUP INC | History | No change | 975 | 75 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 946 | 73 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Holos Integrated Wealth LLC | History | No change | 848 | 71 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Friedenthal Financial | History | New | 855 | 69 | 0.03% | — | 301 | +855 | New | Q3 2026 | Oct 27, 2026 |