FIDELITY COVINGTON TRUST - FNCL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Lido Advisors, LLC | History | Added to | 2,777,660 | 210,324 | 0.54% | 0.53% | 1 | +223,149 | 8.74% | Q3 2026 | Nov 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,111,947 | 161,690 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 967,019 | 73,222 | 0.3% | 0.26% | 3 | +84,617 | 9.59% | Q3 2026 | Nov 03, 2026 |
| MORGAN STANLEY | History | No change | 449,724 | 34,431 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 369,981 | 28,337 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 331,463 | 25,098 | 0.03% | 0.04% | 6 | -38,733 | -10.46% | Q3 2026 | Nov 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 262,626 | 19,886 | 0.06% | 0.06% | 7 | +26,310 | 11.13% | Q3 2026 | Nov 02, 2026 |
| LPL Financial LLC | History | No change | 254,016 | 19,447 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 226,066 | 17,117 | 2.22% | 2.24% | 9 | +1,742 | 0.78% | Q3 2026 | Oct 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 218,004 | 16,690 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | No change | 55,086 | 13,129 | 3.5% | 3.5% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Procyon Advisors, LLC | History | Added to | 171,226 | 12,965 | 0.55% | 0.56% | 12 | +1,725 | 1.02% | Q3 2026 | Oct 21, 2026 |
| AE Wealth Management LLC | History | No change | 142,087 | 10,878 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 143,632 | 10,875 | 2.68% | 2.75% | 14 | +459 | 0.32% | Q3 2026 | Oct 30, 2026 |
| JPMORGAN CHASE & CO | History | No change | 133,185 | 10,211 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 126,997 | 9,722 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 123,708 | 9,367 | 0.02% | 0.01% | 17 | +8,413 | 7.3% | Q3 2026 | Nov 05, 2026 |
| HighTower Advisors, LLC | History | No change | 120,166 | 9,199 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 118,630 | 9,082 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 106,746 | 8,172 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 104,301 | 7,897 | 2.98% | 3.13% | 21 | -234 | -0.22% | Q3 2026 | Oct 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 98,700 | 7,556 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 96,034 | 7,352 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 96,551 | 7,310 | 0.0% | 0.0% | 24 | +1,138 | 1.19% | Q3 2026 | Nov 04, 2026 |
| Modern Wealth Management, LLC | History | No change | 91,614 | 7,013 | 0.08% | 0.08% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 78,252 | 5,990 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 70,929 | 5,430 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthCoast Asset Management LLC | History | No change | 69,086 | 5,289 | 0.12% | 0.12% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 59,416 | 4,549 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smith Salley Wealth Management | History | Added to | 59,370 | 4,495 | 0.19% | 0.2% | 30 | +65 | 0.11% | Q3 2026 | Nov 03, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 56,019 | 4,241 | 1.38% | 1.4% | 31 | +1,323 | 2.42% | Q3 2026 | Oct 13, 2026 |
| Mariner, LLC | History | No change | 49,361 | 3,779 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 47,836 | 3,662 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 43,856 | 3,357 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 44,235 | 3,350 | 0.01% | 0.01% | 35 | -2,787 | -5.93% | Q3 2026 | Nov 02, 2026 |
| Summit Financial, LLC | History | No change | 42,990 | 3,291 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 42,543 | 3,221 | 0.46% | 0.56% | 37 | +585 | 1.39% | Q3 2026 | Oct 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 37,008 | 2,833 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 37,305 | 2,824 | 0.12% | 0.04% | 39 | +26,297 | 238.89% | Q3 2026 | Oct 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 36,536 | 2,797 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 36,183 | 2,770 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 33,427 | 2,531 | 0.08% | 0.06% | 42 | +7,132 | 27.12% | Q3 2026 | Nov 05, 2026 |
| Maxele Advisors, LLC | History | No change | 31,463 | 2,408 | 1.68% | 1.68% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 31,257 | 2,393 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 31,565 | 2,390 | 0.0% | 0.0% | 45 | +23,312 | 282.47% | Q3 2026 | Nov 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 31,312 | 2,370 | 0.03% | 0.03% | 46 | -2,770 | -8.13% | Q3 2026 | Oct 30, 2026 |
| Jacobs Equity LLC | History | No change | 30,916 | 2,366 | 1.63% | 1.63% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 30,695 | 2,350 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 30,298 | 2,319 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 30,583 | 2,315 | 1.73% | 1.72% | 50 | +718 | 2.4% | Q3 2026 | Oct 23, 2026 |
| Lifeworks Advisors, LLC | History | No change | 30,120 | 2,306 | 0.24% | 0.24% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 29,201 | 2,235 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 28,401 | 2,172 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 27,829 | 2,130 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 26,316 | 2,014 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 25,784 | 1,974 | 0.05% | 0.05% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 23,830 | 1,804 | 1.44% | 1.52% | 57 | -44 | -0.18% | Q3 2026 | Nov 03, 2026 |
| PFG Advisors | History | Added to | 23,761 | 1,799 | 0.09% | 0.09% | 58 | +625 | 2.7% | Q3 2026 | Oct 15, 2026 |
| Gotham Asset Management, LLC | History | No change | 20,450 | 1,565 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 20,601 | 1,559 | 0.0% | 0.0% | 60 | +1,035 | 5.29% | Q3 2026 | Nov 02, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 20,287 | 1,536 | 0.1% | 0.1% | 61 | -377 | -1.82% | Q3 2026 | Oct 22, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | Reduced | 20,183 | 1,528 | 0.58% | 0.64% | 62 | -2,060 | -9.26% | Q3 2026 | Oct 21, 2026 |
| Fisher Asset Management, LLC | History | No change | 19,428 | 1,487 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quantinno Capital Management LP | History | No change | 19,316 | 1,478 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 19,502 | 1,476 | 0.08% | 0.09% | 65 | +263 | 1.37% | Q3 2026 | Oct 14, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 18,326 | 1,387 | 0.02% | 0.03% | 66 | -392 | -2.09% | Q3 2026 | Nov 03, 2026 |
| Retirement Planning Group, LLC | History | No change | 18,055 | 1,367 | 0.03% | 0.04% | 67 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Stonebridge Financial Group, LLC | History | New | 17,814 | 1,348 | 0.1% | — | 68 | +17,814 | New | Q3 2026 | Oct 01, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 16,938 | 1,282 | 0.12% | 0.1% | 69 | +920 | 5.74% | Q3 2026 | Oct 07, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 16,480 | 1,247 | 0.16% | 0.18% | 70 | -1,293 | -7.28% | Q3 2026 | Nov 02, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 15,723 | 1,203 | 0.13% | 0.13% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 15,358 | 1,175 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 14,531 | 1,100 | 0.03% | 0.07% | 73 | -24,412 | -62.69% | Q3 2026 | Oct 16, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 14,264 | 1,080 | 0.05% | 0.05% | 74 | -461 | -3.13% | Q3 2026 | Oct 29, 2026 |
| LongView Wealth Management | History | Added to | 12,790 | 968 | 0.23% | 0.2% | 76 | +2,610 | 25.64% | Q3 2026 | Oct 19, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 12,650 | 968 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 12,479 | 944 | 0.21% | 0.21% | 77 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Western Wealth Management, LLC | History | No change | 12,299 | 941 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 12,234 | 936 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Go Invest LLC | History | Added to | 12,252 | 927 | 0.2% | 0.22% | 80 | +86 | 0.71% | Q3 2026 | Oct 08, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 12,063 | 923 | 0.38% | 0.38% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aspetuck Financial Management LLC | History | Reduced | 10,651 | 806 | 0.52% | 0.5% | 82 | -334 | -3.04% | Q3 2026 | Nov 04, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 10,246 | 775 | 0.27% | 0.65% | 83 | -13,395 | -56.66% | Q3 2026 | Oct 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,042 | 772 | 0.0% | 0.0% | 84 | -505 | -4.79% | Q3 2026 | Oct 13, 2026 |
| Arax Advisory Partners | History | No change | 10,060 | 770 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 10,165 | 769 | 0.24% | 0.24% | 86 | +36 | 0.36% | Q3 2026 | Oct 26, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 9,625 | 736 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bayshore Capital Advisors, LLC | History | Reduced | 9,581 | 725 | 0.37% | 0.34% | 88 | -29 | -0.3% | Q3 2026 | Nov 02, 2026 |
| XTX Topco Ltd | History | No change | 9,102 | 696 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 8,910 | 682 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cornerstone Management, Inc. | History | No change | 8,841 | 669 | 0.1% | 0.1% | 91 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| World Investment Advisors | History | No change | 9,489 | 667 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 8,617 | 659 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Roxbury Financial LLC | History | Added to | 8,624 | 653 | 0.5% | 0.5% | 94 | +370 | 4.48% | Q3 2026 | Oct 01, 2026 |
| Nova Wealth Management, Inc. | History | No change | 8,474 | 648 | 0.36% | 0.36% | 95 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Montis Financial, LLC | History | Reduced | 8,155 | 617 | 0.13% | 0.13% | 96 | -133 | -1.6% | Q3 2026 | Nov 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 7,902 | 605 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 7,808 | 591 | 0.01% | 0.01% | 98 | +1,964 | 33.61% | Q3 2026 | Nov 05, 2026 |
| Simplicity Wealth,LLC | History | New | 7,453 | 564 | 0.02% | — | 99 | +7,453 | New | Q3 2026 | Oct 23, 2026 |
| Advisory Services Network, LLC | History | No change | 7,146 | 547 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 6,991 | 535 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Noble Wealth Partners LLC | History | No change | 6,876 | 526 | 0.46% | 0.46% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RFG Advisory, LLC | History | Reduced | 6,700 | 507 | 0.01% | 0.01% | 103 | -840 | -11.14% | Q3 2026 | Nov 03, 2026 |
| Corient Private Wealth LP | History | No change | 6,531 | 500 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,254 | 478 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 6,248 | 478 | 0.19% | 0.19% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Added to | 6,279 | 475 | 0.09% | 0.09% | 107 | +114 | 1.85% | Q3 2026 | Oct 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 6,272 | 474 | 0.03% | 0.03% | 108 | -488 | -7.22% | Q3 2026 | Nov 04, 2026 |
| Private Advisor Group, LLC | History | No change | 6,078 | 465 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 6,011 | 455 | 0.03% | 0.05% | 110 | -3,246 | -35.07% | Q3 2026 | Oct 08, 2026 |
| Breakwater Capital Group | History | Added to | 5,967 | 451 | 0.05% | 0.05% | 111 | +1 | 0.02% | Q3 2026 | Oct 08, 2026 |
| Pallas Capital Advisors LLC | History | No change | 5,875 | 449 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 5,725 | 438 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Redwood Financial Network Corp | History | Added to | 5,748 | 435 | 0.24% | 0.24% | 114 | +165 | 2.96% | Q3 2026 | Nov 03, 2026 |
| Savant Capital, LLC | History | No change | 5,558 | 429 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beckerman Institutional, LLC | History | No change | 5,413 | 414 | 0.2% | 0.2% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | Added to | 5,466 | 413 | 0.0% | 0.0% | 117 | +2,815 | 106.19% | Q3 2026 | Oct 15, 2026 |
| Sigma Planning Corp | History | Reduced | 5,415 | 410 | 0.01% | 0.02% | 118 | -3,854 | -41.58% | Q3 2026 | Oct 23, 2026 |
| Pathstone Holdings, LLC | History | No change | 5,360 | 410 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NWAM LLC | History | No change | 5,175 | 396 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Investment Counsel, Inc | History | Added to | 5,188 | 392 | 0.04% | 0.04% | 121 | +1 | 0.02% | Q3 2026 | Oct 20, 2026 |
| Monte Financial Group, LLC | History | Added to | 5,166 | 391 | 0.13% | 0.12% | 122 | +552 | 11.96% | Q3 2026 | Nov 02, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,149 | 389 | 0.0% | 0.0% | 123 | +2,314 | 81.62% | Q3 2026 | Nov 05, 2026 |
| Valley Brook Capital Group, Inc. | History | Reduced | 5,116 | 387 | 0.22% | 0.23% | 124 | -99 | -1.9% | Q3 2026 | Oct 26, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 5,000 | 378 | 0.09% | 0.09% | 125 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Financial Freedom, LLC | History | No change | 4,836 | 370 | 0.17% | 0.17% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.B. Root & Company, LLC | History | No change | 4,850 | 367 | 0.08% | 0.08% | 127 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 4,631 | 350 | 0.17% | 0.16% | 128 | +464 | 11.14% | Q3 2026 | Oct 20, 2026 |
| Mutual Advisors, LLC | History | No change | 4,387 | 335 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | New | 4,064 | 330 | 0.01% | — | 130 | +4,064 | New | Q3 2026 | Nov 03, 2026 |
| Point72 Asset Management, L.P. | History | No change | 4,265 | 326 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 4,263 | 322 | 0.01% | 0.01% | 132 | +2 | 0.05% | Q3 2026 | Oct 16, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 4,189 | 320 | 0.12% | 0.12% | 133 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atlas Brown,Inc. | History | Added to | 4,205 | 318 | 0.08% | 0.09% | 134 | +5 | 0.12% | Q3 2026 | Oct 09, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 3,930 | 308 | 0.02% | 0.02% | 135 | -65 | -1.63% | Q3 2026 | Oct 21, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 4,000 | 306 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Visionary Wealth Advisors | History | Added to | 4,021 | 304 | 0.01% | 0.01% | 137 | +15 | 0.37% | Q3 2026 | Nov 04, 2026 |
| Darden Wealth Group Inc | History | No change | 3,900 | 298 | 0.12% | 0.12% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 3,926 | 297 | 0.09% | 0.08% | 139 | -185 | -4.5% | Q3 2026 | Oct 20, 2026 |
| HARDING LOEVNER LP | History | No change | 3,625 | 293 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independence Financial Advisors, LLC | History | Reduced | 3,833 | 290 | 0.07% | 0.23% | 141 | -7,913 | -67.37% | Q3 2026 | Oct 08, 2026 |
| SVB WEALTH LLC | History | No change | 3,762 | 288 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,773 | 288 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 3,647 | 279 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IEQ CAPITAL, LLC | History | No change | 3,603 | 275 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | Reduced | 3,617 | 274 | 0.05% | 0.05% | 146 | -42 | -1.15% | Q3 2026 | Nov 05, 2026 |
| River Wealth Advisors LLC | History | No change | 3,532 | 270 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 3,479 | 266 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 3,475 | 266 | 0.06% | 0.06% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 3,486 | 263 | 0.0% | 0.0% | 150 | +113 | 3.35% | Q3 2026 | Oct 13, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 3,400 | 260 | 0.12% | 0.12% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 3,373 | 258 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 3,405 | 257 | 0.01% | 0.01% | 153 | -227 | -6.25% | Q3 2026 | Oct 19, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,351 | 253 | 0.0% | 0.0% | 154 | -1,388 | -29.29% | Q3 2026 | Oct 08, 2026 |
| BIP Wealth, LLC | History | Added to | 3,320 | 251 | 0.01% | 0.01% | 155 | +13 | 0.39% | Q3 2026 | Oct 22, 2026 |
| Sowell Financial Services LLC | History | Reduced | 3,307 | 250 | 0.01% | 0.01% | 156 | -17 | -0.51% | Q3 2026 | Oct 23, 2026 |
| Sovran Advisors, LLC | History | Added to | 3,052 | 245 | 0.02% | 0.02% | 158 | +174 | 6.05% | Q3 2026 | Oct 30, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 3,209 | 245 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 3,082 | 233 | 0.0% | 0.0% | 159 | -16 | -0.52% | Q3 2026 | Oct 15, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 3,030 | 231 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 3,002 | 227 | 0.01% | 0.01% | 161 | -328 | -9.85% | Q3 2026 | Oct 27, 2026 |
| Prospera Financial Services Inc | History | Reduced | 2,839 | 227 | 0.0% | 0.0% | 162 | -150 | -5.02% | Q3 2026 | Nov 04, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Reduced | 2,990 | 226 | 0.1% | 0.1% | 163 | -50 | -1.64% | Q3 2026 | Oct 22, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,928 | 221 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Astra Wealth Partners LLC | History | No change | 2,841 | 217 | 0.12% | 0.12% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 2,748 | 208 | 0.01% | 0.01% | 166 | -6 | -0.22% | Q3 2026 | Oct 29, 2026 |
| BlackRock, Inc. | History | No change | 2,696 | 206 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,542 | 194 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,519 | 192 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFC Planning, Inc. | History | No change | 2,478 | 189 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 2,392 | 183 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 2,267 | 171 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,093 | 160 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOWE & RUSLING INC | History | No change | 1,765 | 135 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,697 | 128 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,573 | 120 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bogart Wealth, LLC | History | No change | 1,544 | 118 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BESSEMER GROUP INC | History | No change | 1,505 | 115 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,517 | 114 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,500 | 114 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,426 | 109 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Reduced | 1,245 | 94 | 0.0% | 0.0% | 182 | -17 | -1.35% | Q3 2026 | Oct 21, 2026 |
| Parallel Advisors, LLC | History | No change | 1,229 | 93 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| West Branch Capital LLC | History | No change | 1,225 | 92 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,073 | 82 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathway Financial Advisers, LLC | History | New | 1,079 | 81 | 0.02% | — | 186 | +1,079 | New | Q3 2026 | Oct 26, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,004 | 76 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,000 | 75 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Quent Capital, LLC | History | No change | 832 | 63 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Piscataqua Savings Bank | History | No change | 743 | 56 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| EPG Wealth Management LLC | History | Added to | 738 | 55 | 0.01% | 0.01% | 191 | +1 | 0.14% | Q3 2026 | Nov 03, 2026 |
| Latitude Advisors, LLC | History | New | 684 | 51 | 0.02% | — | 192 | +684 | New | Q3 2026 | Oct 27, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 610 | 46 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| HighMark Wealth Management LLC | History | No change | 611 | 46 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caldwell Trust Co | History | No change | 600 | 45 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| United Community Bank | History | No change | 582 | 44 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 558 | 43 | 0.01% | — | 197 | -39,657 | -98.61% | Q3 2026 | Oct 14, 2026 |
| Colonial Trust Co / SC | History | No change | 568 | 43 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 524 | 40 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 530 | 40 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 512 | 39 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 521 | 39 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Financial Perspectives, Inc | History | No change | 505 | 38 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 501 | 38 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 487 | 37 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CDKV HOLDINGS LLC | History | No change | 500 | 37 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 436 | 33 | 0.01% | 0.01% | 207 | +13 | 3.07% | Q3 2026 | Oct 19, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 390 | 32 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 400 | 30 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Larson Financial Group LLC | History | Added to | 350 | 26 | 0.0% | 0.0% | 210 | +299 | 586.27% | Q3 2026 | Nov 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 330 | 25 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 335 | 25 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 318 | 24 | 0.0% | 0.0% | 213 | +1 | 0.32% | Q3 2026 | Oct 23, 2026 |
| Rossby Financial, LCC | History | No change | 325 | 24 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| CX Institutional | History | Added to | 301 | 23 | 0.0% | 0.0% | 215 | +14 | 4.88% | Q3 2026 | Oct 02, 2026 |
| High Point Wealth Management, LLC | History | Added to | 306 | 23 | 0.02% | 0.02% | 216 | +1 | 0.33% | Q3 2026 | Nov 04, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 283 | 21 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Security National Bank | History | New | 265 | 20 | 0.0% | — | 219 | +265 | New | Q3 2026 | Oct 26, 2026 |
| SHP Wealth Management | History | No change | 266 | 20 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 258 | 19 | 0.01% | 0.03% | 221 | -631 | -70.98% | Q3 2026 | Oct 16, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 260 | 19 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Root Financial Partners, LLC | History | New | 245 | 18 | 0.0% | — | 223 | +245 | New | Q3 2026 | Oct 21, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 249 | 18 | 0.01% | 0.0% | 222 | +222 | 822.22% | Q3 2026 | Nov 02, 2026 |
| Allworth Financial LP | History | No change | 232 | 17 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 209 | 15 | 0.0% | 0.0% | 225 | +1 | 0.48% | Q3 2026 | Oct 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 195 | 14 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 184 | 14 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 156 | 11 | 0.0% | 0.0% | 228 | -50 | -24.27% | Q3 2026 | Nov 04, 2026 |
| Tidemark, LLC | History | No change | 150 | 11 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaCore Capital LLC | History | Reduced | 136 | 10 | 0.0% | 0.0% | 233 | -300 | -68.81% | Q3 2026 | Nov 04, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 137 | 10 | 0.0% | 0.0% | 231 | +1 | 0.74% | Q3 2026 | Oct 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 132 | 10 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 140 | 10 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 117 | 8 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Spire Wealth Management | History | No change | 100 | 7 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Main Street Group, LTD | History | No change | 100 | 7 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| IFS Advisors, LLC | History | New | 82 | 6 | 0.0% | — | 238 | +82 | New | Q3 2026 | Oct 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 87 | 6 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 66 | 5 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MOTCO | History | No change | 61 | 4 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 46 | 3 | 0.0% | 0.0% | 243 | -560 | -92.41% | Q3 2026 | Nov 02, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 41 | 3 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| PFS Partners, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Rydar Equities, Inc. | History | New | 29 | 2 | 0.0% | — | 250 | +29 | New | Q3 2026 | Oct 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 39 | 2 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 28 | 2 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 29 | 2 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 25 | 1 | 0.0% | 0.02% | 253 | -881 | -97.24% | Q3 2026 | Nov 04, 2026 |
| Pflug Koory, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Geneos Wealth Management Inc. | History | No change | 21 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hughes Financial Services, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| BIRCHBROOK, INC. | History | No change | 16 | 1 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Athena Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -3,340 | -100.0% | Q3 2026 | Oct 09, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,918 | -100.0% | Q3 2026 | Oct 14, 2026 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,622 | -100.0% | Q3 2026 | Oct 08, 2026 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -177 | -100.0% | Q3 2026 | Oct 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q3 2026 | Nov 04, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Bullock Wealth Management Group | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Blue Trust, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 15, 2026 |
| US BANCORP \DE\ | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 05, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |