FIDELITY COVINGTON TRUST - FMDE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | No change | 24,055,138 | 976,157 | 0.16% | 0.16% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 13,272,880 | 538,613 | 0.29% | 0.29% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 12,567,707 | 509,928 | 0.1% | 0.1% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 10,273,201 | 416,886 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 6,411,057 | 260,160 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 3,848,941 | 156,190 | 0.2% | 0.2% | 6 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,835,022 | 155,625 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advance Capital Management, Inc. | History | No change | 3,252,118 | 131,970 | 4.27% | 4.27% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,033,026 | 123,080 | 0.6% | 0.6% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 2,938,701 | 119,252 | 0.11% | 0.11% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 2,926,269 | 118,747 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,682,006 | 108,864 | 0.13% | 0.13% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,983,161 | 80,476 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | No change | 1,882,695 | 76,399 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 1,862,959 | 75,598 | 1.74% | 1.74% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,694,747 | 68,772 | 0.22% | 0.22% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 1,417,443 | 57,519 | 11.28% | 11.28% | 17 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,300,223 | 52,763 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Wealth Partners, Inc | History | No change | 1,298,333 | 52,686 | 6.7% | 6.7% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 1,211,113 | 49,146 | 2.19% | 2.19% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,083,146 | 43,954 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 947,794 | 38,461 | 4.34% | 4.34% | 22 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| McNamara Financial Services, Inc. | History | No change | 773,260 | 31,378 | 5.41% | 5.41% | 23 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 740,187 | 30,036 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 736,675 | 29,894 | 7.02% | 7.02% | 25 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kendall Capital Management | History | No change | 666,866 | 27,061 | 4.51% | 4.51% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 662,335 | 26,877 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 625,634 | 25,388 | 4.79% | 4.79% | 28 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 579,236 | 23,505 | 3.01% | 3.01% | 29 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | No change | 577,180 | 23,421 | 0.14% | 0.14% | 30 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Retirement Management Systems Inc. | History | No change | 562,734 | 22,835 | 4.67% | 4.67% | 31 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 533,933 | 21,666 | 4.88% | 4.88% | 32 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tyche Wealth Partners LLC | History | No change | 532,786 | 21,620 | 3.04% | 3.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 499,800 | 20,281 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 493,299 | 20,018 | 0.05% | 0.05% | 35 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 446,041 | 18,100 | 4.57% | 4.57% | 36 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | History | No change | 435,269 | 17,663 | 0.11% | 0.11% | 37 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 430,650 | 17,471 | 5.27% | 5.27% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 405,636 | 16,460 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Baird Financial Group, Inc. | History | No change | 387,191 | 15,712 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 383,709 | 15,570 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 374,896 | 15,213 | 0.28% | 0.28% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Investments, LLC | History | No change | 333,931 | 13,550 | 1.5% | 1.5% | 43 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Serenity Investment Advisors | History | No change | 307,968 | 12,962 | 5.53% | 5.53% | 44 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 313,865 | 12,736 | 0.5% | 0.5% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 298,529 | 12,114 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 296,461 | 12,006 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 281,464 | 11,421 | 1.13% | 1.13% | 48 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Private Advisor Group, LLC | History | No change | 272,921 | 11,075 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 256,762 | 10,419 | 0.39% | 0.39% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 255,337 | 10,361 | 0.29% | 0.29% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Armor Investment Advisors, LLC | History | No change | 241,066 | 9,782 | 3.14% | 3.14% | 52 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Base Wealth Management LLC | History | No change | 225,308 | 9,143 | 4.25% | 4.25% | 53 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| &PARTNERS | History | No change | 224,605 | 9,114 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 208,652 | 8,467 | 0.14% | 0.14% | 55 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AdvisorNet Financial, Inc | History | No change | 206,776 | 8,390 | 0.38% | 0.38% | 56 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Waterway Wealth Management, LLC | History | No change | 229,205 | 8,380 | 1.71% | 1.71% | 57 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 203,465 | 8,256 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 202,799 | 8,229 | 2.01% | 2.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 199,337 | 8,089 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspen Wealth Strategies, LLC | History | No change | 196,721 | 7,982 | 3.86% | 3.86% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Provident Wealth Management, LLC | History | No change | 195,648 | 7,939 | 2.04% | 2.04% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Broadway Wealth Solutions, Inc. | History | No change | 188,440 | 7,646 | 3.57% | 3.57% | 63 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 176,121 | 7,147 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 153,547 | 6,200 | 0.41% | 0.38% | 65 | +8,344 | 5.75% | Q3 2026 | Oct 08, 2026 |
| Sound Portfolio Advisors, LLC | History | No change | 150,403 | 6,103 | 4.33% | 4.33% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 133,390 | 5,412 | 1.47% | 1.47% | 67 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 132,196 | 5,364 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 132,122 | 5,361 | 1.68% | 1.68% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IAG Wealth Partners, LLC | History | No change | 121,125 | 4,915 | 0.49% | 0.49% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mutual Advisors, LLC | History | No change | 114,544 | 4,648 | 0.09% | 0.09% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 105,643 | 4,286 | 0.57% | 0.57% | 72 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 105,548 | 4,283 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 105,485 | 4,280 | 0.48% | 0.48% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 105,130 | 4,266 | 0.47% | 0.47% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HB Wealth Management, LLC | History | No change | 103,823 | 4,213 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PFG Advisors | History | No change | 103,348 | 4,193 | 0.21% | 0.21% | 77 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | No change | 101,609 | 4,123 | 1.19% | 1.19% | 78 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 101,115 | 4,103 | 0.72% | 0.72% | 79 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 98,480 | 3,996 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Andrews Advisory Associates, LLC | History | No change | 95,034 | 3,856 | 1.85% | 1.85% | 81 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 92,938 | 3,771 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 92,557 | 3,755 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 89,165 | 3,596 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMA Wealth Management, LLC | History | No change | 87,461 | 3,549 | 2.27% | 2.27% | 85 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 86,876 | 3,525 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 84,867 | 3,443 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cornerstone Wealth, LLC/TN | History | No change | 83,929 | 3,401 | 1.72% | 1.72% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 82,725 | 3,356 | 0.28% | 0.28% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 78,944 | 3,203 | 0.86% | 0.86% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 78,839 | 3,199 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 78,649 | 3,191 | 0.08% | 0.08% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearwave Capital, LLC | History | No change | 74,620 | 3,028 | 1.67% | 1.67% | 93 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BG Investment Services, LLC | History | No change | 70,861 | 2,875 | 2.07% | 2.07% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 69,958 | 2,838 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IHT Wealth Management, LLC | History | No change | 68,826 | 2,792 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 68,290 | 2,771 | 0.43% | 0.43% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 67,319 | 2,731 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 66,491 | 2,698 | 0.1% | 0.1% | 99 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 65,239 | 2,634 | 0.02% | 0.02% | 100 | +978 | 1.52% | Q3 2026 | Oct 08, 2026 |
| Cassilly Financial Group LLC | History | Added to | 65,165 | 2,631 | 1.77% | 1.85% | 101 | +2,480 | 3.96% | Q3 2026 | Oct 07, 2026 |
| LongView Wealth Management | History | No change | 62,366 | 2,530 | 0.65% | 0.65% | 102 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 61,587 | 2,499 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 59,679 | 2,421 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 58,343 | 2,367 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 58,332 | 2,367 | 0.11% | 0.11% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 55,911 | 2,268 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Worth Asset Management, LLC | History | Added to | 55,284 | 2,232 | 0.65% | 0.47% | 108 | +18,776 | 51.43% | Q3 2026 | Oct 07, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 54,857 | 2,226 | 0.63% | 0.63% | 109 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GWN SECURITIES INC. | History | No change | 53,612 | 2,175 | 0.36% | 0.36% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 53,207 | 2,159 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 50,750 | 2,059 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 49,402 | 2,004 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OmniStar Financial Group, Inc. | History | No change | 48,336 | 1,961 | 0.9% | 0.9% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 45,381 | 1,842 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NorthRock Partners, LLC | History | No change | 45,218 | 1,834 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Noble Wealth Management PBC | History | Added to | 45,363 | 1,831 | 0.82% | 0.74% | 117 | +4,639 | 11.39% | Q3 2026 | Oct 01, 2026 |
| CRA Financial Services, LLC | History | No change | 42,248 | 1,714 | 0.2% | 0.2% | 118 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Certified Advisory Corp | History | No change | 41,581 | 1,687 | 0.14% | 0.14% | 119 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Essex Financial Services, Inc. | History | No change | 41,300 | 1,675 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TBH Global Asset Management, LLC | History | No change | 39,916 | 1,619 | 0.3% | 0.3% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| StoneX Group Inc. | History | No change | 39,536 | 1,603 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 39,110 | 1,587 | 1.19% | 1.19% | 123 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 38,475 | 1,561 | 0.09% | 0.09% | 124 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | No change | 37,108 | 1,505 | 0.3% | 0.3% | 125 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FCG Investment Co | History | No change | 36,236 | 1,470 | 0.51% | 0.51% | 126 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 35,640 | 1,446 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First American Bank | History | No change | 34,265 | 1,390 | 0.08% | 0.08% | 128 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 33,760 | 1,369 | 0.06% | 0.06% | 129 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| InTrack Investment Management Inc | History | No change | 33,205 | 1,347 | 0.67% | 0.67% | 130 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 31,806 | 1,290 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 31,261 | 1,268 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Townsend Financial Planning, LLC | History | No change | 30,871 | 1,252 | 1.09% | 1.09% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savvy Advisors, Inc. | History | No change | 28,453 | 1,154 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Evergreen Private Wealth LLC | History | No change | 27,945 | 1,134 | 0.42% | 0.42% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Creative Planning | History | No change | 26,711 | 1,083 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sovran Advisors, LLC | History | No change | 26,125 | 1,077 | 0.08% | 0.08% | 137 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 26,339 | 1,068 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Regal Investment Advisors LLC | History | No change | 26,024 | 1,056 | 0.05% | 0.05% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 25,384 | 1,030 | 0.07% | 0.07% | 140 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Dakota Wealth Management | History | No change | 24,963 | 1,013 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Snider Financial Group | History | No change | 24,071 | 976 | 0.25% | 0.25% | 142 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 23,428 | 950 | 0.04% | 0.04% | 143 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | No change | 23,423 | 950 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Betterment LLC | History | No change | 22,630 | 918 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 22,635 | 918 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mission Financial Group, LLC | History | No change | 21,793 | 884 | 0.73% | 0.73% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneva Partners, LLC | History | No change | 21,357 | 866 | 0.23% | 0.23% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NWAM LLC | History | No change | 21,218 | 861 | 0.04% | 0.04% | 149 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SFG Wealth Management, LLC. | History | No change | 21,219 | 861 | 0.31% | 0.31% | 150 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Golden State Wealth Management, LLC | History | No change | 21,055 | 854 | 0.08% | 0.08% | 151 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 20,797 | 843 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TENET WEALTH PARTNERS, LLC | History | No change | 20,394 | 833 | 0.62% | 0.62% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Element Wealth, LLC | History | No change | 20,335 | 825 | 0.31% | 0.31% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 20,252 | 821 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 20,059 | 814 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vontobel Holding Ltd. | History | No change | 19,204 | 779 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sowa Financial Group, Inc. | History | No change | 18,562 | 753 | 0.35% | 0.35% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 17,936 | 727 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Patten Group, Inc. | History | No change | 17,452 | 708 | 0.11% | 0.11% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 16,636 | 675 | 0.43% | 0.43% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 16,546 | 671 | 0.07% | 0.07% | 162 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| 1015 Capital Partners, LLC | History | No change | 16,514 | 670 | 0.56% | 0.56% | 163 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Demars Financial Group, LLC | History | No change | 16,146 | 655 | 0.18% | 0.18% | 164 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Savant Capital, LLC | History | No change | 16,110 | 653 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 15,698 | 637 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 15,475 | 627 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Delta Investment Management, LLC | History | No change | 15,262 | 619 | 0.1% | 0.1% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allegheny Financial Group | History | No change | 14,589 | 592 | 0.06% | 0.06% | 169 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 14,404 | 584 | 0.15% | 0.15% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 14,123 | 573 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 13,900 | 564 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 13,887 | 563 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 13,664 | 554 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 12,951 | 525 | 0.08% | 0.08% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 12,622 | 509 | 0.03% | — | 176 | +12,622 | New | Q3 2026 | Oct 08, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 12,551 | 508 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 12,412 | 503 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 12,410 | 503 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trexquant Investment LP | History | No change | 12,393 | 502 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argent Trust Co | History | No change | 11,909 | 483 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Breakwater Capital Group | History | Reduced | 11,950 | 482 | 0.06% | 0.06% | 183 | -37 | -0.31% | Q3 2026 | Oct 08, 2026 |
| Mariner, LLC | History | No change | 11,903 | 482 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 11,830 | 480 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 11,826 | 479 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 11,114 | 451 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BRIGHTON JONES LLC | History | No change | 11,091 | 450 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smithfield Trust Co | History | No change | 11,000 | 447 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 11,033 | 447 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CreativeOne Wealth, LLC | History | No change | 10,913 | 442 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fermata Advisors, LLC | History | No change | 10,648 | 432 | 0.09% | 0.09% | 191 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 10,248 | 415 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 10,181 | 413 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | No change | 10,158 | 412 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Benin Management CORP | History | No change | 10,033 | 407 | 0.08% | 0.08% | 195 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 9,959 | 404 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 9,943 | 403 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 9,895 | 399 | 0.09% | 0.08% | 198 | +959 | 10.73% | Q3 2026 | Oct 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 9,795 | 397 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Traynor Capital Management, Inc. | History | No change | 9,553 | 387 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Dynamic Financial Group | History | No change | 8,959 | 363 | 0.27% | 0.27% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Proficio Capital Partners LLC | History | No change | 8,875 | 360 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | No change | 8,478 | 344 | 0.54% | 0.54% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 8,429 | 342 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,369 | 339 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 8,307 | 337 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Odyssey Group, LLC | History | No change | 8,319 | 337 | 0.09% | 0.09% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 8,191 | 332 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 8,037 | 326 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Piscataqua Savings Bank | History | No change | 8,000 | 324 | 0.22% | 0.22% | 210 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HERBST GROUP, LLC | History | No change | 8,000 | 324 | 0.18% | 0.18% | 211 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sequent Asset Management, LLC | History | No change | 7,711 | 312 | 0.13% | 0.13% | 212 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Waverly Advisors, LLC | History | No change | 7,608 | 308 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KWB Wealth | History | No change | 7,480 | 303 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Williams & Novak Wealth Management, LLC | History | Reduced | 7,476 | 301 | 0.18% | 0.21% | 215 | -358 | -4.57% | Q3 2026 | Oct 09, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 7,163 | 290 | 0.12% | 0.12% | 216 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 6,985 | 283 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sigma Planning Corp | History | No change | 6,803 | 276 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 6,544 | 265 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FULTON BANK, N.A. | History | No change | 6,500 | 263 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| XML Financial, LLC | History | No change | 6,495 | 263 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atria Investments, Inc | History | No change | 6,382 | 258 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 6,334 | 257 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | No change | 6,289 | 255 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 6,236 | 253 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Vise Technologies, Inc. | History | No change | 6,177 | 250 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | No change | 6,007 | 243 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAM Investment Partners, LLC | History | No change | 5,977 | 242 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 5,876 | 238 | 0.06% | 0.06% | 229 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Benchmark Financial, LLC | History | No change | 5,726 | 232 | 0.19% | 0.19% | 230 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | New | 5,168 | 211 | 0.03% | — | 231 | +5,168 | New | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | No change | 5,176 | 210 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 5,027 | 202 | 0.02% | 0.01% | 233 | +14 | 0.28% | Q3 2026 | Oct 08, 2026 |
| Cohen Investment Advisors LLC | History | No change | 4,997 | 202 | 0.09% | 0.09% | 234 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 4,964 | 201 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,931 | 200 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 4,949 | 200 | 0.15% | 0.15% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,849 | 196 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Byrne Asset Management LLC | History | No change | 4,325 | 176 | 0.1% | 0.09% | 239 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,912 | 158 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 3,660 | 148 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Holos Integrated Wealth LLC | History | No change | 3,396 | 137 | 0.06% | 0.06% | 242 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,843 | 115 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 2,660 | 107 | 0.09% | 0.09% | 244 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 2,421 | 98 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Perspectives, Inc | History | No change | 2,413 | 97 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,342 | 95 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,362 | 95 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 2,023 | 82 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,902 | 76 | 0.0% | 0.0% | 250 | -1 | -0.05% | Q3 2026 | Oct 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,874 | 76 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,724 | 69 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Stone House Investment Management, LLC | History | No change | 1,540 | 62 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NBT BANK, N.A. | History | No change | 1,491 | 60 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LifeSteps Financial, Inc. | History | No change | 1,476 | 59 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | No change | 1,246 | 50 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Planning Group LLC | History | No change | 1,103 | 44 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parallel Advisors, LLC | History | No change | 1,000 | 40 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Asset Dedication, LLC | History | No change | 908 | 36 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Anchor Investment Management, LLC | History | No change | 818 | 33 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 823 | 33 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 720 | 29 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Creative Capital Management Investments LLC | History | No change | 711 | 28 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CX Institutional | History | No change | 642 | 26 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| CVA Family Office, LLC | History | No change | 658 | 26 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 526 | 21 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | No change | 482 | 19 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 466 | 18 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Providence Capital Advisors, LLC | History | No change | 421 | 17 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TFC Financial Management, Inc. | History | No change | 435 | 17 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CKW FINANCIAL GROUP | History | No change | 316 | 13 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Concord Wealth Partners | History | No change | 283 | 11 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VANGUARD ADVISERS INC | History | No change | 247 | 10 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 244 | 9 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 245 | 9 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ASSETMARK, INC | History | No change | 213 | 8 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 219 | 8 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 182 | 7 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Financial Management LLC | History | No change | 192 | 7 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Meramec Financial Planners, LLC | History | No change | 154 | 6 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Miller Capital Partners, Inc. | History | No change | 131 | 5 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avion Wealth | History | No change | 96 | 3 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dogwood Wealth Management LLC | History | No change | 74 | 3 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Trust Co | History | No change | 54 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| LRI Investments, LLC | History | No change | 54 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Horizons Wealth Management | History | New | 15 | 0 | — | — | — | +15 | New | Q3 2026 | Oct 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighMark Wealth Management LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |