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 | 2,832,002 | 199,259 | 0.03% | 0.03% | 1 | +92,999 | 3.4% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 2,160,071 | 151,982 | 0.46% | 0.41% | 2 | +127,325 | 6.26% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 1,379,183 | 97,039 | 0.52% | 0.07% | 3 | +1,205,391 | 693.58% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 938,070 | 66,002 | 0.02% | 0.01% | 4 | +263,005 | 38.96% | Q1 2026 | May 06, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 937,724 | 65,978 | 0.3% | 0.3% | 5 | +9,561 | 1.03% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 527,063 | 37,084 | 0.0% | 0.0% | 6 | +34,695 | 7.05% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 407,897 | 28,699 | 0.04% | 0.04% | 7 | -20,076 | -4.69% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 333,943 | 23,496 | 0.01% | 0.01% | 8 | +3,156 | 0.95% | Q1 2026 | May 04, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 306,475 | 21,563 | 1.74% | 1.7% | 9 | +8,602 | 2.89% | Q1 2026 | Apr 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 287,946 | 20,259 | 0.08% | 0.08% | 10 | +23,903 | 9.05% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 266,735 | 18,767 | 0.01% | 0.01% | 11 | +9,699 | 3.77% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 234,323 | 16,486 | 0.02% | 0.03% | 12 | +2,983 | 1.29% | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | Added to | 218,250 | 15,356 | 2.93% | 2.9% | 13 | +5,171 | 2.43% | Q1 2026 | Apr 03, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 216,412 | 15,226 | 0.25% | 0.25% | 14 | +23,135 | 11.97% | Q1 2026 | Apr 22, 2026 |
| Cetera Investment Advisers | History | Added to | 215,250 | 15,144 | 0.02% | 0.02% | 15 | +8,990 | 4.36% | Q1 2026 | May 13, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 213,796 | 15,042 | 1.61% | 2.81% | 16 | -131,922 | -38.16% | Q1 2026 | Apr 28, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 202,237 | 14,229 | 4.76% | 5.23% | 17 | -8,817 | -4.18% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 192,669 | 13,568 | 0.02% | 0.03% | 18 | -64,923 | -25.2% | Q1 2026 | May 15, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 186,208 | 13,101 | 0.72% | 0.59% | 19 | +48,074 | 34.8% | Q1 2026 | May 11, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 171,442 | 12,062 | 4.06% | 3.36% | 20 | +369 | 0.22% | Q1 2026 | Apr 28, 2026 |
| Marotta Asset Management | History | Added to | 167,439 | 11,873 | 2.19% | 2.12% | 21 | +13,592 | 8.83% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 156,882 | 11,038 | 0.0% | 0.0% | 22 | -2,490 | -1.56% | Q1 2026 | May 11, 2026 |
| Strengthening Families & Communities, LLC | History | New | 156,622 | 11,019 | 2.75% | — | 23 | +156,622 | New | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 140,610 | 9,893 | 0.01% | 0.01% | 24 | -11,735 | -7.7% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 121,077 | 8,519 | 0.02% | 0.02% | 25 | -1,563 | -1.27% | Q1 2026 | Apr 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 118,410 | 8,331 | 0.0% | 0.0% | 26 | +1,151 | 0.98% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 114,183 | 8,033 | 0.09% | 0.09% | 27 | -2,169 | -1.86% | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 112,302 | 7,963 | 0.14% | 0.15% | 28 | -228 | -0.2% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 109,036 | 7,671 | 0.02% | 0.02% | 29 | +3,793 | 3.6% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 108,227 | 7,614 | 0.0% | 0.0% | 30 | +14,285 | 15.21% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 106,270 | 7,477 | 0.04% | 0.04% | 31 | +2,540 | 2.45% | Q1 2026 | May 08, 2026 |
| SPINNAKER TRUST | History | Added to | 99,411 | 6,994 | 0.39% | 0.38% | 32 | +3,671 | 3.83% | Q1 2026 | Apr 23, 2026 |
| Larson Financial Group LLC | History | Reduced | 93,860 | 6,603 | 0.21% | 0.23% | 33 | -969 | -1.02% | Q1 2026 | May 15, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 93,396 | 6,571 | 0.84% | 1.06% | 34 | -17,272 | -15.61% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 93,070 | 6,548 | 0.01% | 0.01% | 35 | -633 | -0.68% | Q1 2026 | May 12, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 89,930 | 6,327 | 2.88% | 3.22% | 36 | -5,306 | -5.57% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 88,717 | 6,242 | 0.02% | 0.03% | 37 | -11,457 | -11.44% | Q1 2026 | Jun 02, 2026 |
| CITIGROUP INC | History | Added to | 86,636 | 6,095 | 0.0% | 0.0% | 38 | +38,203 | 78.88% | Q1 2026 | May 11, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 86,045 | 5,919 | 0.35% | 0.35% | 39 | -2,654 | -2.99% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 85,086 | 5,853 | 0.0% | 0.0% | 40 | -6,718 | -7.32% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 73,985 | 5,205 | 0.0% | 0.0% | 41 | +44,313 | 149.34% | Q1 2026 | May 15, 2026 |
| Financial Partners Group, Inc | History | Added to | 73,658 | 5,182 | 0.62% | 0.63% | 42 | +440 | 0.6% | Q1 2026 | Apr 10, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 73,181 | 5,148 | 0.68% | 2.85% | 43 | -212,305 | -74.37% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 67,676 | 4,761 | 0.01% | 0.01% | 44 | +14,878 | 28.18% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 57,158 | 4,022 | 0.01% | 0.0% | 45 | +44,063 | 336.49% | Q1 2026 | Apr 22, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 56,546 | 3,978 | 1.52% | 1.74% | 47 | -2,319 | -3.94% | Q1 2026 | Apr 21, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 56,552 | 3,978 | 0.88% | 0.94% | 46 | -258 | -0.45% | Q1 2026 | Apr 23, 2026 |
| Valmark Advisers, Inc. | History | Added to | 52,819 | 3,716 | 0.04% | 0.05% | 48 | +1,797 | 3.52% | Q1 2026 | May 01, 2026 |
| Sigma Planning Corp | History | Reduced | 51,545 | 3,626 | 0.1% | 0.11% | 49 | -1,102 | -2.09% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Reduced | 46,999 | 3,306 | 0.0% | 0.0% | 50 | -7,851 | -14.31% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 43,678 | 3,244 | 0.02% | 0.02% | 51 | +475 | 1.1% | Q1 2026 | May 15, 2026 |
| Smith Salley Wealth Management | History | Added to | 44,112 | 3,103 | 0.16% | 0.16% | 52 | +681 | 1.57% | Q1 2026 | Apr 16, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 42,429 | 2,985 | 0.07% | 0.19% | 53 | -71,291 | -62.69% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 41,539 | 2,922 | 0.0% | 0.0% | 54 | +9,504 | 29.67% | Q1 2026 | May 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 41,178 | 2,897 | 0.33% | 0.32% | 55 | +2,661 | 6.91% | Q1 2026 | May 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 40,408 | 2,843 | 0.04% | 0.04% | 56 | +3,506 | 9.5% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 39,494 | 2,779 | 0.0% | 0.0% | 57 | +6,764 | 20.67% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 39,387 | 2,771 | 0.02% | 0.02% | 58 | -7,430 | -15.87% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 40,414 | 2,769 | 0.0% | 0.0% | 59 | +8,394 | 26.21% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 38,873 | 2,735 | 0.0% | 0.0% | 60 | +23,839 | 158.57% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 38,319 | 2,696 | 0.03% | 0.06% | 61 | -41,525 | -52.01% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Reduced | 36,292 | 2,553 | 0.0% | 0.0% | 62 | -131 | -0.36% | Q1 2026 | May 12, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 35,991 | 2,532 | 0.48% | 0.5% | 63 | +425 | 1.19% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 34,504 | 2,427 | 0.02% | 0.03% | 64 | +1,754 | 5.36% | Q1 2026 | May 15, 2026 |
| Beckerman Institutional, LLC | History | Added to | 34,357 | 2,417 | 1.28% | 1.42% | 65 | +422 | 1.24% | Q1 2026 | May 04, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 32,528 | 2,288 | 0.06% | 0.06% | 66 | -583 | -1.76% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 32,072 | 2,256 | 0.03% | 0.04% | 67 | +2,339 | 7.87% | Q1 2026 | May 15, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 31,343 | 2,205 | 0.79% | 0.88% | 68 | -1,051 | -3.24% | Q1 2026 | Apr 29, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 30,848 | 2,170 | 0.16% | 0.25% | 69 | -14,839 | -32.48% | Q1 2026 | Apr 16, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 30,707 | 2,160 | 0.09% | 0.09% | 70 | -1,380 | -4.3% | Q1 2026 | Apr 16, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 30,333 | 2,134 | 0.07% | — | 71 | +30,333 | New | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 29,549 | 2,079 | 0.0% | 0.0% | 72 | -1,907 | -6.06% | Q1 2026 | May 13, 2026 |
| Aspetuck Financial Management LLC | History | Added to | 27,577 | 1,940 | 1.33% | 1.37% | 73 | +207 | 0.76% | Q1 2026 | May 06, 2026 |
| CX Institutional | History | Reduced | 27,187 | 1,913 | 0.06% | 0.09% | 74 | -12,959 | -32.28% | Q1 2026 | Apr 06, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 26,740 | 1,881 | 0.13% | 0.12% | 75 | +2,055 | 8.32% | Q1 2026 | May 05, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 26,071 | 1,834 | 1.68% | 1.71% | 76 | -270 | -1.03% | Q1 2026 | Apr 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 25,174 | 1,771 | 0.02% | 0.02% | 77 | -862 | -3.31% | Q1 2026 | Apr 20, 2026 |
| Roxbury Financial LLC | History | Reduced | 24,580 | 1,729 | 1.55% | 1.64% | 78 | -66 | -0.27% | Q1 2026 | Apr 17, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 24,301 | 1,709 | 0.05% | 0.06% | 79 | -503 | -2.03% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 24,113 | 1,696 | 0.11% | 0.12% | 80 | -62 | -0.26% | Q1 2026 | Apr 15, 2026 |
| Maxele Advisors, LLC | History | No change | 22,037 | 1,636 | 1.33% | 1.33% | 81 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Jacobs Equity LLC | History | Added to | 23,060 | 1,627 | 1.46% | 1.05% | 82 | +8,397 | 57.27% | Q1 2026 | May 14, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 22,188 | 1,561 | 0.39% | 0.05% | 83 | +19,535 | 736.34% | Q1 2026 | Apr 30, 2026 |
| Summit Financial, LLC | History | Reduced | 21,889 | 1,540 | 0.02% | 0.03% | 84 | -6,136 | -21.89% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 21,309 | 1,499 | 0.06% | 0.06% | 85 | +2 | 0.01% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 20,647 | 1,452 | 0.0% | 0.0% | 86 | -2,792 | -11.91% | Q1 2026 | May 15, 2026 |
| Atlas Brown,Inc. | History | Reduced | 20,024 | 1,408 | 0.42% | 0.45% | 87 | -193 | -0.95% | Q1 2026 | Apr 17, 2026 |
| Prospect Financial Services LLC | History | Reduced | 19,057 | 1,340 | 0.82% | 0.94% | 88 | -2,926 | -13.31% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 18,301 | 1,290 | 0.0% | 0.0% | 89 | -9,496 | -34.16% | Q1 2026 | Apr 08, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 18,313 | 1,288 | 0.39% | 0.37% | 90 | +6 | 0.03% | Q1 2026 | Apr 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 17,200 | 1,210 | 0.01% | 0.01% | 91 | -1,695 | -8.97% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 16,702 | 1,175 | 0.02% | 0.01% | 92 | +4,912 | 41.66% | Q1 2026 | May 15, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 15,683 | 1,103 | 0.11% | 0.1% | 93 | +1,931 | 14.04% | Q1 2026 | Apr 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 15,499 | 1,090 | 0.01% | 0.01% | 94 | -2,982 | -16.14% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 14,759 | 1,038 | 0.04% | 0.03% | 95 | +1,485 | 11.19% | Q1 2026 | May 06, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 14,577 | 1,025 | 0.08% | 0.09% | 96 | -1,971 | -11.91% | Q1 2026 | Apr 24, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 14,413 | 1,014 | 0.06% | 0.07% | 97 | -554 | -3.7% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 14,150 | 995 | 0.0% | 0.0% | 98 | -1,850 | -11.56% | Q1 2026 | May 05, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 14,124 | 993 | 1.02% | 1.1% | 99 | -107 | -0.75% | Q1 2026 | Apr 23, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 13,901 | 978 | 0.47% | 0.52% | 100 | -467 | -3.25% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 13,617 | 958 | 0.0% | 0.0% | 101 | +4,364 | 47.16% | Q1 2026 | May 15, 2026 |
| High Point Wealth Management, LLC | History | Added to | 13,006 | 915 | 0.88% | 0.82% | 102 | +1,252 | 10.65% | Q1 2026 | Apr 08, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 12,853 | 904 | 0.33% | 0.95% | 103 | -22,602 | -63.75% | Q1 2026 | Apr 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 12,767 | 898 | 0.05% | 0.06% | 104 | -330 | -2.52% | Q1 2026 | May 13, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 12,740 | 896 | 0.03% | 0.03% | 105 | -278 | -2.14% | Q1 2026 | May 04, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Reduced | 12,012 | 845 | 0.42% | 0.41% | 106 | -200 | -1.64% | Q1 2026 | Apr 16, 2026 |
| Certified Advisory Corp | History | Added to | 11,860 | 834 | 0.07% | 0.06% | 107 | +2,549 | 27.38% | Q1 2026 | Apr 17, 2026 |
| BLUE JEAN FINANCIAL LLC | History | New | 11,842 | 833 | 0.69% | — | 108 | +11,842 | New | Q1 2026 | Apr 21, 2026 |
| VICUS CAPITAL | History | Added to | 11,700 | 823 | 0.06% | 0.04% | 109 | +3,984 | 51.63% | Q1 2026 | Apr 22, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 11,009 | 774 | 0.36% | 0.36% | 110 | -135 | -1.21% | Q1 2026 | Apr 27, 2026 |
| Signature Wealth Management Partners, LLC | History | Added to | 10,909 | 767 | 0.38% | 0.39% | 111 | +190 | 1.77% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Wealth | History | Added to | 10,843 | 763 | 0.0% | 0.0% | 112 | +68 | 0.63% | Q1 2026 | May 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 10,820 | 761 | 0.26% | 0.3% | 113 | -330 | -2.96% | Q1 2026 | Apr 23, 2026 |
| RFG Advisory, LLC | History | Reduced | 10,764 | 757 | 0.01% | 0.02% | 114 | -237 | -2.15% | Q1 2026 | Apr 17, 2026 |
| IFP Advisors, Inc | History | Added to | 10,756 | 756 | 0.02% | 0.02% | 115 | +88 | 0.82% | Q1 2026 | Apr 13, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 10,651 | 749 | 0.04% | 0.04% | 116 | -236 | -2.17% | Q1 2026 | Apr 28, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 10,612 | 746 | 0.02% | 0.02% | 117 | +380 | 3.71% | Q1 2026 | Apr 28, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 10,435 | 734 | 0.21% | 0.22% | 118 | +110 | 1.07% | Q1 2026 | Apr 23, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 10,249 | 721 | 0.02% | — | 119 | +10,249 | New | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 10,091 | 710 | 0.0% | 0.0% | 120 | -311 | -2.99% | Q1 2026 | May 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 10,004 | 703 | 0.01% | 0.02% | 121 | -736 | -6.85% | Q1 2026 | May 15, 2026 |
| Crumly & Associates Inc. | History | No change | 10,005 | 703 | 0.15% | 0.16% | 122 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| VCI Wealth Management LLC | History | Reduced | 9,771 | 687 | 0.19% | 0.22% | 123 | -829 | -7.82% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,441 | 669 | 0.01% | 0.01% | 124 | +1,477 | 18.55% | Q1 2026 | Apr 07, 2026 |
| Essex Financial Services, Inc. | History | Added to | 9,398 | 661 | 0.04% | 0.04% | 125 | +301 | 3.31% | Q1 2026 | Apr 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 8,884 | 659 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 9,255 | 651 | 0.0% | 0.0% | 127 | -962 | -9.42% | Q1 2026 | Apr 27, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 9,102 | 640 | 0.3% | 0.31% | 128 | +77 | 0.85% | Q1 2026 | Apr 16, 2026 |
| Spire Wealth Management | History | Reduced | 9,092 | 639 | 0.02% | 0.02% | 129 | -350 | -3.71% | Q1 2026 | Apr 22, 2026 |
| Xcel Wealth Management, LLC | History | No change | 8,914 | 627 | 0.17% | 0.17% | 130 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 8,721 | 613 | 0.13% | 0.14% | 131 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 8,432 | 593 | 0.39% | 0.44% | 132 | -75 | -0.88% | Q1 2026 | Apr 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 8,392 | 590 | 0.01% | 0.01% | 133 | +10 | 0.12% | Q1 2026 | May 15, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 8,269 | 581 | 0.1% | 0.11% | 134 | -85 | -1.02% | Q1 2026 | Apr 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 8,217 | 578 | 0.0% | 0.0% | 136 | +100 | 1.23% | Q1 2026 | Apr 29, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,172 | 578 | 0.01% | 0.02% | 135 | +10 | 0.12% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 8,214 | 577 | 0.01% | 0.01% | 137 | -1,144 | -12.22% | Q1 2026 | May 18, 2026 |
| Merit Financial Group, LLC | History | Added to | 8,116 | 571 | 0.0% | 0.0% | 138 | +1,961 | 31.86% | Q1 2026 | Apr 15, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 7,778 | 547 | 0.26% | 0.23% | 139 | +1,245 | 19.06% | Q1 2026 | May 07, 2026 |
| Claris Financial LLC | History | No change | 7,609 | 535 | 0.29% | 0.3% | 140 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 7,364 | 529 | 0.15% | 0.15% | 141 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | Added to | 7,232 | 508 | 0.1% | 0.1% | 142 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 7,206 | 507 | 0.04% | 0.06% | 143 | -2,873 | -28.5% | Q1 2026 | Apr 22, 2026 |
| LexAurum Advisors, LLC | History | New | 7,132 | 501 | 0.06% | — | 144 | +7,132 | New | Q1 2026 | Apr 13, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 7,109 | 500 | 0.17% | 0.17% | 145 | +357 | 5.29% | Q1 2026 | Apr 08, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Reduced | 7,007 | 493 | 0.23% | 0.28% | 146 | -780 | -10.02% | Q1 2026 | May 12, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 6,997 | 492 | 0.08% | 0.08% | 147 | +400 | 6.06% | Q1 2026 | Apr 29, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 6,910 | 486 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Reduced | 6,893 | 485 | 0.46% | 0.49% | 149 | -99 | -1.42% | Q1 2026 | Apr 14, 2026 |
| Arax Advisory Partners | History | Reduced | 6,891 | 484 | 0.01% | 0.02% | 150 | -1,326 | -16.14% | Q1 2026 | May 13, 2026 |
| Athena Wealth Management, LLC | History | Added to | 6,807 | 478 | 0.39% | 0.4% | 151 | +1,217 | 21.77% | Q1 2026 | Apr 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 6,724 | 473 | 0.0% | 0.0% | 152 | -280 | -4.0% | Q1 2026 | May 13, 2026 |
| Centennial Wealth Advisory LLC | History | New | 6,710 | 472 | 0.11% | — | 153 | +6,710 | New | Q1 2026 | Apr 20, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 6,706 | 471 | 0.09% | 0.08% | 154 | +115 | 1.74% | Q1 2026 | Apr 22, 2026 |
| StoneX Group Inc. | History | Reduced | 6,677 | 469 | 0.03% | 0.03% | 155 | -2,012 | -23.16% | Q1 2026 | May 14, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 6,646 | 467 | 0.16% | 0.17% | 156 | +2 | 0.03% | Q1 2026 | May 13, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 6,541 | 460 | 0.1% | 0.1% | 157 | +5 | 0.08% | Q1 2026 | Apr 30, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Added to | 6,445 | 453 | 0.09% | 0.1% | 158 | +112 | 1.77% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 6,196 | 435 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 6,119 | 430 | 0.36% | 0.36% | 160 | +268 | 4.58% | Q1 2026 | Apr 13, 2026 |
| Demars Financial Group, LLC | History | Reduced | 6,032 | 424 | 0.14% | 0.15% | 161 | -28 | -0.46% | Q1 2026 | Apr 29, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 6,003 | 422 | 0.01% | 0.01% | 162 | -28 | -0.46% | Q1 2026 | Apr 09, 2026 |
| Atria Investments, Inc | History | Added to | 5,879 | 413 | 0.0% | 0.0% | 163 | +6 | 0.1% | Q1 2026 | May 05, 2026 |
| Compound Planning, Inc. | History | Reduced | 5,846 | 411 | 0.01% | 0.01% | 164 | -159 | -2.65% | Q1 2026 | May 14, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 5,816 | 409 | 0.26% | 0.32% | 165 | -898 | -13.38% | Q1 2026 | Apr 22, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 5,805 | 408 | 0.03% | 0.02% | 166 | +3,294 | 131.18% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 5,769 | 405 | 0.01% | 0.01% | 167 | +10 | 0.17% | Q1 2026 | Apr 27, 2026 |
| Elevation Wealth Management LLC | History | New | 5,745 | 404 | 0.37% | — | 168 | +5,745 | New | Q1 2026 | May 11, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 5,659 | 398 | 0.22% | 0.24% | 169 | +18 | 0.32% | Q1 2026 | Apr 14, 2026 |
| Rothschild Wealth LLC | History | Reduced | 5,615 | 395 | 0.04% | 0.04% | 170 | -118 | -2.06% | Q1 2026 | May 06, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 5,590 | 393 | 0.02% | 0.02% | 171 | +1,218 | 27.86% | Q1 2026 | Apr 27, 2026 |
| PUREfi Wealth, LLC | History | No change | 5,599 | 393 | 0.26% | 0.32% | 172 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 5,562 | 391 | 0.03% | 0.03% | 173 | -199 | -3.45% | Q1 2026 | Apr 14, 2026 |
| LongView Wealth Management | History | Reduced | 5,346 | 383 | 0.1% | 0.15% | 174 | -2,888 | -35.07% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Added to | 5,345 | 376 | 0.0% | 0.0% | 175 | +291 | 5.76% | Q1 2026 | May 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 5,314 | 373 | 0.08% | 0.08% | 176 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Monte Financial Group, LLC | History | Added to | 5,278 | 371 | 0.13% | 0.13% | 177 | +544 | 11.49% | Q1 2026 | May 14, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 5,262 | 370 | 0.26% | 0.28% | 178 | +23 | 0.44% | Q1 2026 | May 29, 2026 |
| Modera Wealth Management, LLC | History | New | 5,202 | 366 | 0.0% | — | 181 | +5,202 | New | Q1 2026 | May 06, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 5,207 | 366 | 0.02% | 0.04% | 180 | -38 | -0.72% | Q1 2026 | Apr 21, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 5,212 | 366 | 0.02% | 0.02% | 179 | +6 | 0.12% | Q1 2026 | May 15, 2026 |
| Partnership Wealth Management, LLC | History | Added to | 5,193 | 365 | 0.28% | 0.25% | 182 | +477 | 10.11% | Q1 2026 | Apr 08, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 5,142 | 361 | 0.13% | — | 184 | +5,142 | New | Q1 2026 | Apr 10, 2026 |
| Carr Financial Group Corp | History | Added to | 5,143 | 361 | 0.1% | 0.1% | 183 | +254 | 5.2% | Q1 2026 | May 12, 2026 |
| Richard C. Young & CO., LTD. | History | Added to | 5,116 | 359 | 0.03% | 0.03% | 185 | +281 | 5.81% | Q1 2026 | May 07, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 5,027 | 353 | 0.2% | 0.22% | 186 | -95 | -1.85% | Q1 2026 | May 01, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 4,911 | 352 | 0.02% | 0.02% | 187 | -571 | -10.42% | Q1 2026 | Apr 17, 2026 |
| Baird Financial Group, Inc. | History | No change | 4,991 | 351 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Reduced | 4,852 | 341 | 0.01% | 0.02% | 189 | -54 | -1.1% | Q1 2026 | May 19, 2026 |
| Savvy Advisors, Inc. | History | Added to | 4,793 | 337 | 0.01% | 0.01% | 191 | +143 | 3.08% | Q1 2026 | May 11, 2026 |
| Bayshore Capital Advisors, LLC | History | No change | 4,797 | 337 | 0.14% | 0.18% | 190 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 4,789 | 336 | 0.13% | 0.25% | 192 | -4,441 | -48.11% | Q1 2026 | Apr 13, 2026 |
| BlackRock, Inc. | History | Reduced | 4,720 | 332 | 0.0% | 0.0% | 194 | -577 | -10.89% | Q1 2026 | May 13, 2026 |
| PKS Advisory Services, LLC | History | Added to | 4,731 | 332 | 0.08% | 0.08% | 193 | +1 | 0.02% | Q1 2026 | May 13, 2026 |
| AtlasMark Financial, Inc | History | No change | 4,400 | 326 | 0.21% | 0.21% | 195 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 4,621 | 325 | 0.22% | 0.19% | 196 | +660 | 16.66% | Q1 2026 | May 08, 2026 |
| PFG Advisors | History | Added to | 4,606 | 324 | 0.02% | 0.02% | 197 | +40 | 0.88% | Q1 2026 | May 05, 2026 |
| Calamos Advisors LLC | History | New | 4,573 | 321 | 0.0% | — | 200 | +4,573 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 4,573 | 321 | 0.01% | 0.01% | 198 | +87 | 1.94% | Q1 2026 | May 04, 2026 |
| Astra Wealth Partners LLC | History | No change | 4,570 | 321 | 0.19% | 0.2% | 199 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 4,538 | 319 | 0.35% | 0.39% | 201 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 4,522 | 318 | 0.01% | 0.03% | 202 | -4,155 | -47.89% | Q1 2026 | Apr 29, 2026 |
| Eagle Capital Management, LLC | History | Reduced | 4,370 | 307 | 0.12% | 0.15% | 203 | -1,230 | -21.96% | Q1 2026 | Apr 20, 2026 |
| Mutual Advisors, LLC | History | Reduced | 4,311 | 303 | 0.01% | 0.01% | 204 | -193 | -4.29% | Q1 2026 | May 01, 2026 |
| Brookstone Capital Management | History | Added to | 4,166 | 293 | 0.0% | 0.0% | 205 | +785 | 23.22% | Q1 2026 | Apr 16, 2026 |
| Stratos Investment Management, LLC | History | Added to | 4,146 | 291 | 0.01% | 0.01% | 207 | +928 | 28.84% | Q1 2026 | Apr 28, 2026 |
| Regal Investment Advisors LLC | History | No change | 4,150 | 291 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Piscataqua Savings Bank | History | No change | 4,145 | 291 | 0.2% | 0.22% | 208 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| HRT FINANCIAL LP | History | New | 4,122 | 290 | 0.0% | — | 209 | +4,122 | New | Q1 2026 | May 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 4,052 | 285 | 0.03% | 0.03% | 210 | +46 | 1.15% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 4,036 | 284 | 0.01% | 0.01% | 211 | -80 | -1.94% | Q1 2026 | May 04, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 4,024 | 283 | 0.02% | — | 212 | +4,024 | New | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,008 | 281 | 0.0% | 0.0% | 213 | -432 | -9.73% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,942 | 279 | 0.0% | 0.0% | 214 | +1,041 | 35.88% | Q1 2026 | May 15, 2026 |
| Artemis Wealth Advisors, LLC | History | Added to | 3,947 | 277 | 0.04% | 0.04% | 215 | +11 | 0.28% | Q1 2026 | May 14, 2026 |
| SWMG, LLC | History | Added to | 3,928 | 276 | 0.08% | 0.08% | 217 | +45 | 1.16% | Q1 2026 | Apr 24, 2026 |
| SVB WEALTH LLC | History | Added to | 3,934 | 276 | 0.02% | 0.02% | 216 | +3 | 0.08% | Q1 2026 | Apr 17, 2026 |
| M&T BANK CORP | History | No change | 3,813 | 268 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,800 | 267 | 0.0% | 0.0% | 219 | +3,545 | 1390.2% | Q1 2026 | May 01, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 3,807 | 267 | 0.0% | 0.0% | 221 | +233 | 6.52% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 3,595 | 267 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Reduced | 3,763 | 264 | 0.0% | 0.0% | 222 | -268 | -6.65% | Q1 2026 | Apr 24, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 3,698 | 260 | 0.01% | — | 224 | +3,698 | New | Q1 2026 | May 14, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 3,511 | 260 | 0.39% | 0.39% | 223 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 3,613 | 257 | 0.08% | 0.08% | 225 | +7 | 0.19% | Q1 2026 | Apr 16, 2026 |
| Apex Wealth Management, LLC | History | No change | 3,650 | 256 | 0.18% | 0.28% | 226 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| River Wealth Advisors LLC | History | Added to | 3,610 | 254 | 0.03% | 0.03% | 227 | +16 | 0.45% | Q1 2026 | May 13, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 3,608 | 253 | 0.07% | 0.08% | 228 | -84 | -2.28% | Q1 2026 | Apr 08, 2026 |
| M. Kulyk & Associates, LLC | History | Reduced | 3,593 | 252 | 0.05% | 0.07% | 229 | -1,193 | -24.93% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 3,549 | 249 | 0.0% | 0.0% | 230 | +1,975 | 125.48% | Q1 2026 | May 05, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 3,510 | 246 | 0.03% | 0.03% | 231 | +104 | 3.05% | Q1 2026 | May 05, 2026 |
| KINTRA WEALTH, LLC | History | New | 3,400 | 239 | 0.02% | — | 233 | +3,400 | New | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 3,408 | 239 | 0.03% | 0.04% | 232 | -184 | -5.12% | Q1 2026 | May 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 3,333 | 234 | 0.0% | 0.01% | 234 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Eley Financial Management, Inc | History | No change | 3,334 | 234 | 0.08% | 0.09% | 235 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Empower Advisory Group, LLC | History | New | 3,221 | 226 | 0.0% | — | 236 | +3,221 | New | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 3,202 | 225 | 0.02% | 0.02% | 237 | +20 | 0.63% | Q1 2026 | May 01, 2026 |
| NORTHERN TRUST CORP | History | New | 3,192 | 224 | 0.0% | — | 238 | +3,192 | New | Q1 2026 | May 14, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 3,176 | 223 | 0.03% | 0.03% | 239 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | New | 3,166 | 222 | 0.0% | — | 241 | +3,166 | New | Q1 2026 | May 12, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 3,156 | 222 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 3,035 | 213 | 0.02% | 0.03% | 242 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 3,001 | 211 | 0.01% | 0.01% | 243 | -196 | -6.13% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | New | 2,972 | 209 | 0.0% | — | 244 | +2,972 | New | Q1 2026 | May 15, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 2,950 | 207 | 0.2% | 0.21% | 245 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,927 | 205 | 0.0% | 0.0% | 246 | -266 | -8.33% | Q1 2026 | May 08, 2026 |
| Continuum Advisory, LLC | History | Reduced | 2,915 | 205 | 0.02% | 0.02% | 247 | -93 | -3.09% | Q1 2026 | Apr 22, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 2,909 | 204 | 0.01% | — | 248 | +2,909 | New | Q1 2026 | Apr 30, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 2,893 | 203 | 0.01% | 0.01% | 249 | +2 | 0.07% | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | Added to | 2,655 | 186 | 0.0% | 0.0% | 250 | +98 | 3.83% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 2,625 | 185 | 0.01% | 0.01% | 251 | +800 | 43.84% | Q1 2026 | May 18, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,535 | 178 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,208 | 155 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,070 | 145 | 0.0% | 0.0% | 254 | -99 | -4.56% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | New | 2,000 | 140 | 0.0% | — | 255 | +2,000 | New | Q1 2026 | Apr 07, 2026 |
| Financial Perspectives, Inc | History | Added to | 1,999 | 140 | 0.04% | 0.04% | 256 | +105 | 5.54% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,959 | 137 | 0.0% | 0.0% | 257 | +271 | 16.05% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,879 | 133 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HOWE & RUSLING INC | History | No change | 1,778 | 125 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,481 | 104 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,345 | 94 | 0.0% | 0.0% | 261 | -20 | -1.47% | Q1 2026 | Apr 07, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 1,293 | 90 | 0.01% | 0.01% | 262 | -12 | -0.92% | Q1 2026 | May 11, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 1,278 | 89 | 0.02% | 0.03% | 263 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Motiv8 Investments LLC | History | No change | 1,188 | 88 | 0.05% | 0.05% | 264 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,201 | 84 | 0.0% | 0.0% | 265 | +25 | 2.13% | Q1 2026 | May 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,000 | 70 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 1,004 | 70 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BESSEMER GROUP INC | History | New | 975 | 69 | 0.0% | — | 269 | +975 | New | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 991 | 69 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 879 | 65 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 919 | 64 | 0.01% | 0.01% | 271 | +75 | 8.89% | Q1 2026 | Apr 30, 2026 |
| Colonial Trust Co / SC | History | No change | 896 | 63 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Holos Integrated Wealth LLC | History | No change | 848 | 59 | 0.03% | 0.04% | 273 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 798 | 56 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 751 | 55 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | Added to | 778 | 54 | 0.0% | 0.0% | 276 | +2 | 0.26% | Q1 2026 | May 15, 2026 |
| Hanson & Doremus Investment Management | History | No change | 711 | 50 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 686 | 48 | 0.0% | 0.0% | 278 | +86 | 14.33% | Q1 2026 | Apr 13, 2026 |
| FIRST COMMUNITY TRUST NA | History | Reduced | 637 | 44 | 0.03% | 0.04% | 279 | -65 | -9.26% | Q1 2026 | Apr 16, 2026 |
| MATHER GROUP, LLC. | History | New | 600 | 42 | 0.0% | — | 283 | +600 | New | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 610 | 42 | 0.0% | 0.0% | 281 | +1 | 0.16% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 600 | 42 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Arlington Trust Co LLC | History | No change | 600 | 42 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Root Financial Partners, LLC | History | Reduced | 593 | 41 | 0.0% | 0.0% | 284 | -4 | -0.67% | Q1 2026 | Apr 24, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 531 | 37 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Solstein Capital, LLC | History | No change | 518 | 36 | 0.01% | 0.02% | 286 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 523 | 36 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 500 | 35 | 0.0% | — | 289 | +500 | New | Q1 2026 | Apr 29, 2026 |
| Advocate Investing Services LLC | History | No change | 500 | 35 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 483 | 33 | 0.01% | 0.01% | 290 | -339 | -41.24% | Q1 2026 | May 14, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 465 | 32 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 451 | 31 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 420 | 29 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 395 | 28 | 0.01% | 0.01% | 296 | +156 | 65.27% | Q1 2026 | Apr 27, 2026 |
| Parallel Advisors, LLC | History | No change | 400 | 28 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Asset Planning,Inc | History | No change | 406 | 28 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Rossby Financial, LCC | History | Added to | 380 | 26 | 0.01% | 0.01% | 297 | +49 | 14.8% | Q1 2026 | May 11, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 330 | 23 | 0.0% | — | 298 | +330 | New | Q1 2026 | Apr 09, 2026 |
| Center for Financial Planning, Inc. | History | No change | 300 | 21 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NFSG Corp | History | Reduced | 287 | 20 | 0.0% | 0.0% | 302 | -63 | -18.0% | Q1 2026 | May 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 286 | 20 | 0.0% | 0.0% | 301 | -31 | -9.78% | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 289 | 20 | 0.0% | 0.0% | 300 | +1 | 0.35% | Q1 2026 | Apr 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 272 | 19 | 0.0% | 0.0% | 303 | -2,069 | -88.38% | Q1 2026 | May 14, 2026 |
| Coston, McIsaac & Partners | History | Added to | 277 | 19 | 0.0% | 0.0% | 305 | +76 | 37.81% | Q1 2026 | Apr 22, 2026 |
| Asset Dedication, LLC | History | No change | 275 | 19 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Decker Retirement Planning Inc. | History | No change | 277 | 19 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 234 | 16 | 0.0% | — | 308 | +234 | New | Q1 2026 | May 01, 2026 |
| Heritage Wealth Advisors | History | New | 232 | 16 | 0.0% | — | 309 | +232 | New | Q1 2026 | May 13, 2026 |
| Planning Project LLC | History | No change | 226 | 16 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 224 | 15 | 0.0% | 0.0% | 310 | -2,670 | -92.26% | Q1 2026 | May 14, 2026 |
| Evergreen Advisors, LLC | History | New | 214 | 15 | 0.0% | — | 311 | +214 | New | Q1 2026 | May 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 201 | 14 | 0.0% | 0.0% | 312 | +1 | 0.5% | Q1 2026 | May 14, 2026 |
| EPG Wealth Management LLC | History | Added to | 202 | 14 | 0.0% | 0.0% | 313 | +1 | 0.5% | Q1 2026 | May 07, 2026 |
| Blue Trust, Inc. | History | No change | 200 | 14 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 187 | 13 | 0.01% | 0.02% | 316 | -455 | -70.87% | Q1 2026 | May 01, 2026 |
| Anfield Capital Management, LLC | History | New | 191 | 13 | 0.0% | — | 317 | +191 | New | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 191 | 13 | 0.0% | 0.0% | 315 | -114 | -37.38% | Q1 2026 | May 11, 2026 |
| Sankala Group LLC | History | Reduced | 174 | 12 | 0.01% | 0.01% | 318 | -23 | -11.68% | Q1 2026 | Mar 31, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 167 | 11 | 0.0% | 0.0% | 319 | -189 | -53.09% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | New | 163 | 11 | 0.0% | — | 321 | +163 | New | Q1 2026 | May 15, 2026 |
| Caldwell Trust Co | History | No change | 161 | 11 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Triumph Capital Management | History | New | 140 | 9 | 0.0% | — | 325 | +140 | New | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | No change | 140 | 9 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 133 | 9 | 0.0% | 0.01% | 323 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 128 | 9 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Abound Wealth Management | History | Reduced | 127 | 8 | 0.0% | 0.0% | 326 | -144 | -53.14% | Q1 2026 | Apr 10, 2026 |
| Operose Advisors LLC | History | New | 100 | 7 | 0.0% | — | 332 | +100 | New | Q1 2026 | May 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 108 | 7 | 0.0% | 0.0% | 327 | -24 | -18.18% | Q1 2026 | Apr 15, 2026 |
| Dunhill Financial, LLC | History | Reduced | 108 | 7 | 0.0% | 0.0% | 330 | -1 | -0.92% | Q1 2026 | May 06, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 107 | 7 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 100 | 7 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Truvestments Capital LLC | History | New | 92 | 6 | 0.0% | — | 333 | +92 | New | Q1 2026 | May 13, 2026 |
| Hickory Point Bank & Trust | History | New | 89 | 6 | 0.0% | — | 334 | +89 | New | Q1 2026 | Apr 03, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 78 | 5 | 0.0% | — | 337 | +78 | New | Q1 2026 | May 06, 2026 |
| SIMPLEX TRADING, LLC | History | New | 74 | 5 | 0.0% | — | 336 | +74 | New | Q1 2026 | May 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 82 | 5 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 70 | 4 | 0.0% | — | 339 | +70 | New | Q1 2026 | May 13, 2026 |
| MidFirst Bank | History | New | 67 | 4 | 0.0% | — | 342 | +67 | New | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 61 | 4 | 0.0% | — | 341 | +61 | New | Q1 2026 | May 11, 2026 |
| Main Street Group, LTD | History | New | 60 | 4 | 0.0% | — | 340 | +60 | New | Q1 2026 | May 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 61 | 4 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Tidemark, LLC | History | New | 47 | 3 | 0.0% | — | 347 | +47 | New | Q1 2026 | May 07, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 47 | 3 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Colonial Trust Advisors | History | No change | 50 | 3 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DAGCO, INC. | History | No change | 55 | 3 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 49 | 3 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 30 | 2 | 0.0% | 0.0% | 350 | -66 | -68.75% | Q1 2026 | Apr 14, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CVA Family Office, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WealthShield Partners, LLC | History | New | 26 | 1 | 0.0% | — | 353 | +26 | New | Q1 2026 | May 01, 2026 |
| Financial Freedom, LLC | History | New | 26 | 1 | 0.0% | — | 354 | +26 | New | Q1 2026 | Apr 30, 2026 |
| Banque Transatlantique SA | History | New | 26 | 1 | 0.0% | — | 355 | +26 | New | Q1 2026 | May 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 20 | 1 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Q3 Asset Management | History | Closed out | 0 | 0 | — | 1.44% | — | -84,880 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Advisors Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -72,324 | -100.0% | Q1 2026 | May 01, 2026 |
| Bellwether Advisors, LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -54,511 | -100.0% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -22,981 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -21,690 | -100.0% | Q1 2026 | Apr 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,475 | -100.0% | Q1 2026 | May 14, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -9,438 | -100.0% | Q1 2026 | May 11, 2026 |
| Gross & Hartman Investments LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -3,764 | -100.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,597 | -100.0% | Q1 2026 | May 14, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,407 | -100.0% | Q1 2026 | May 14, 2026 |
| American Trust | History | Closed out | 0 | 0 | — | 0.02% | — | -3,176 | -100.0% | Q1 2026 | May 01, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,002 | -100.0% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -2,938 | -100.0% | Q1 2026 | May 08, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,900 | -100.0% | Q1 2026 | May 01, 2026 |
| HBK Sorce Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,850 | -100.0% | Q1 2026 | May 11, 2026 |
| Madison Wealth Partners, Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -2,808 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Ellis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,783 | -100.0% | Q1 2026 | May 12, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -2,752 | -100.0% | Q1 2026 | Apr 17, 2026 |
| BIP Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,733 | -100.0% | Q1 2026 | Apr 27, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,150 | -100.0% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -961 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -836 | -100.0% | Q1 2026 | May 06, 2026 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -700 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -687 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -468 | -100.0% | Q1 2026 | May 08, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -455 | -100.0% | Q1 2026 | Apr 16, 2026 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -413 | -100.0% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 8 | 0 | — | 0.0% | — | -299 | -97.39% | Q1 2026 | May 13, 2026 |
| Bank of New Hampshire | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -152 | -100.0% | Q1 2026 | May 15, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q1 2026 | May 06, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q1 2026 | Apr 22, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q1 2026 | May 06, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 05, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Key Capital Management, INC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 07, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 17, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Founders Capital Management | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| AlphaCore Capital LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Avion Wealth | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HighMark Wealth Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Quent Capital, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LRI Investments, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| REAP Financial Group, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hughes Financial Services, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |