FIDELITY COVINGTON TRUST - FTEC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Lido Advisors, LLC | History | Added to | 2,175,818 | 452,679 | 1.38% | 1.4% | 1 | +75,631 | 3.6% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,411,132 | 293,586 | 0.04% | 0.05% | 2 | +25,948 | 1.87% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 981,242 | 204,147 | 0.01% | 0.03% | 3 | -1,092,278 | -52.68% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 702,831 | 146,224 | 0.04% | 0.04% | 4 | +8,129 | 1.17% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 687,323 | 142,997 | 0.04% | 0.05% | 5 | -28,593 | -3.99% | Q1 2026 | May 04, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 678,442 | 141,149 | 0.63% | 0.64% | 6 | +25,202 | 3.86% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 667,376 | 138,847 | 0.19% | 0.19% | 7 | +20,192 | 3.12% | Q1 2026 | Apr 27, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 594,003 | 123,587 | 3.58% | 8.81% | 8 | -739,953 | -55.47% | Q1 2026 | Apr 22, 2026 |
| Kestra Investment Management, LLC | History | Added to | 547,277 | 113,861 | 1.96% | 1.53% | 9 | +268,401 | 96.24% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 402,494 | 83,739 | 0.01% | 0.0% | 10 | +37,056 | 10.14% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 379,870 | 79,031 | 0.12% | 0.14% | 11 | -22,976 | -5.7% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 342,635 | 71,285 | 0.04% | 0.04% | 12 | +29,279 | 9.34% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 269,662 | 56,132 | 0.08% | 0.1% | 13 | -29,902 | -9.98% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 258,355 | 53,751 | 0.14% | 0.15% | 14 | -1,464 | -0.56% | Q1 2026 | Apr 30, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 232,265 | 48,324 | 5.96% | 6.12% | 15 | -3,197 | -1.36% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 216,747 | 45,094 | 0.0% | 0.0% | 16 | +29,385 | 15.68% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 212,930 | 44,299 | 0.65% | 0.52% | 17 | +63,882 | 42.86% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 183,454 | 38,167 | 0.14% | 0.16% | 18 | +10,516 | 6.08% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 153,395 | 30,593 | 0.0% | 0.0% | 19 | +10,791 | 7.57% | Q1 2026 | May 13, 2026 |
| Morningstar Investment Management LLC | History | Added to | 117,953 | 24,540 | 1.52% | 1.26% | 20 | +22,808 | 23.97% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 112,118 | 23,326 | 0.0% | 0.0% | 21 | -249 | -0.22% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 110,601 | 23,010 | 0.02% | 0.02% | 22 | -9,210 | -7.69% | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 105,576 | 21,965 | 0.25% | 0.01% | 23 | +102,621 | 3472.79% | Q1 2026 | May 08, 2026 |
| Financial Partners Group, Inc | History | Added to | 105,511 | 21,951 | 2.63% | 2.72% | 24 | +46 | 0.04% | Q1 2026 | Apr 10, 2026 |
| PFG Advisors | History | Added to | 102,299 | 21,283 | 1.04% | 1.1% | 25 | +1,668 | 1.66% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 101,252 | 21,065 | 0.01% | 0.01% | 26 | -7,829 | -7.18% | Q1 2026 | May 14, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 98,083 | 20,406 | 9.3% | 8.86% | 27 | +11,440 | 13.2% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 97,373 | 20,258 | 0.1% | 0.12% | 28 | +278 | 0.29% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 96,937 | 20,167 | 0.02% | 0.03% | 29 | -13,139 | -11.94% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 96,176 | 20,009 | 0.11% | 0.12% | 30 | +197 | 0.21% | Q1 2026 | May 15, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 78,202 | 19,271 | 4.11% | 4.16% | 31 | -3,182 | -3.91% | Q1 2026 | May 01, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 88,133 | 18,335 | 6.17% | 5.14% | 32 | +1,582 | 1.83% | Q1 2026 | Apr 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 84,309 | 17,540 | 0.0% | 0.0% | 33 | -1,694 | -1.97% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 80,911 | 16,819 | 0.0% | 0.0% | 34 | -15,092 | -15.72% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 76,721 | 15,961 | 0.01% | 0.0% | 35 | +34,214 | 80.49% | Q1 2026 | May 11, 2026 |
| Independence Financial Advisors, LLC | History | Reduced | 74,828 | 15,568 | 4.67% | 4.96% | 36 | -5,491 | -6.84% | Q1 2026 | Apr 15, 2026 |
| Marotta Asset Management | History | Added to | 68,189 | 14,368 | 2.65% | 1.7% | 37 | +27,346 | 66.95% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 65,368 | 13,599 | 0.0% | 0.0% | 38 | +53,168 | 435.8% | Q1 2026 | May 15, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 64,451 | 13,408 | 4.39% | 5.65% | 39 | -29,195 | -31.18% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 58,837 | 12,241 | 0.16% | 0.19% | 40 | -366 | -0.62% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 58,694 | 12,211 | 0.0% | 0.0% | 41 | -23,507 | -28.6% | Q1 2026 | May 15, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 57,065 | 11,872 | 4.28% | 4.63% | 42 | +1,011 | 1.8% | Q1 2026 | Apr 29, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 56,848 | 11,827 | 1.52% | 1.51% | 43 | +5,069 | 9.79% | Q1 2026 | May 04, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 56,636 | 11,783 | 2.55% | — | 44 | +56,636 | New | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 56,364 | 11,726 | 0.01% | 0.02% | 45 | -9,436 | -14.34% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 54,788 | 11,398 | 0.01% | 0.07% | 46 | -160,300 | -74.53% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 52,631 | 10,949 | 0.23% | 0.22% | 47 | +5,941 | 12.72% | Q1 2026 | May 01, 2026 |
| King Wealth Management Group | History | Reduced | 52,316 | 10,884 | 1.36% | 1.45% | 48 | -1,334 | -2.49% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 50,899 | 10,589 | 0.02% | 0.02% | 49 | +1,327 | 2.68% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 49,586 | 10,316 | 0.13% | 0.16% | 50 | +1,064 | 2.19% | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 49,395 | 10,276 | 0.24% | 0.6% | 51 | -70,939 | -58.95% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 46,574 | 9,689 | 0.03% | 0.03% | 52 | -6,459 | -12.18% | Q1 2026 | May 04, 2026 |
| Smith Salley Wealth Management | History | Added to | 45,847 | 9,538 | 0.48% | 0.5% | 53 | +739 | 1.64% | Q1 2026 | Apr 16, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 45,375 | 9,440 | 0.1% | 0.12% | 54 | -4,621 | -9.24% | Q1 2026 | May 13, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 44,288 | 9,214 | 1.0% | 1.3% | 55 | -7,660 | -14.75% | Q1 2026 | Apr 24, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 43,388 | 9,026 | 1.03% | 1.13% | 56 | -1,843 | -4.07% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 42,711 | 8,886 | 0.01% | 0.01% | 57 | +6,987 | 19.56% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Added to | 40,244 | 8,372 | 0.02% | 0.02% | 58 | +2,108 | 5.53% | Q1 2026 | May 06, 2026 |
| CX Institutional | History | Added to | 39,028 | 8,120 | 0.25% | 0.22% | 59 | +6,761 | 20.95% | Q1 2026 | Apr 06, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 39,009 | 8,116 | 0.26% | — | 60 | +39,009 | New | Q1 2026 | May 15, 2026 |
| Claro Advisors Inc. | History | Added to | 37,560 | 7,814 | 0.94% | 1.12% | 61 | +919 | 2.51% | Q1 2026 | Apr 21, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 37,492 | 7,800 | 0.22% | 0.21% | 62 | -1,043 | -2.71% | Q1 2026 | Apr 21, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 38,815 | 7,741 | 0.45% | 0.45% | 63 | +1,410 | 3.77% | Q1 2026 | May 14, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 36,455 | 7,584 | 5.31% | 4.92% | 64 | -136 | -0.37% | Q1 2026 | Apr 30, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 34,567 | 7,191 | 2.02% | 0.08% | 65 | +33,257 | 2538.7% | Q1 2026 | Apr 16, 2026 |
| Crumly & Associates Inc. | History | Reduced | 34,272 | 7,130 | 1.5% | 1.62% | 66 | -120 | -0.35% | Q1 2026 | Apr 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 33,620 | 6,994 | 0.0% | 0.0% | 67 | -3,472 | -9.36% | Q1 2026 | May 12, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Reduced | 32,796 | 6,823 | 3.19% | 4.16% | 68 | -7,299 | -18.2% | Q1 2026 | Apr 16, 2026 |
| Sigma Planning Corp | History | Reduced | 32,602 | 6,782 | 0.19% | 0.22% | 69 | -430 | -1.3% | Q1 2026 | May 04, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 32,039 | 6,665 | 0.18% | 0.19% | 70 | -592 | -1.81% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 31,536 | 6,404 | 0.0% | 0.0% | 71 | +7,781 | 32.76% | Q1 2026 | May 15, 2026 |
| Adams Wealth Management | History | Reduced | 29,907 | 6,222 | 1.37% | 1.65% | 72 | -4,556 | -13.22% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Reduced | 29,907 | 6,222 | 1.2% | 1.43% | 73 | -4,556 | -13.22% | Q1 2026 | May 11, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 29,415 | 6,119 | 0.45% | 0.5% | 74 | -585 | -1.95% | Q1 2026 | Apr 22, 2026 |
| Financial Perspectives, Inc | History | Added to | 29,124 | 6,059 | 1.69% | 1.76% | 75 | +4 | 0.01% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Reduced | 28,788 | 5,987 | 0.01% | 0.01% | 76 | -1,614 | -5.31% | Q1 2026 | May 14, 2026 |
| High Point Wealth Management, LLC | History | Added to | 28,731 | 5,977 | 5.77% | 5.45% | 77 | +2,893 | 11.2% | Q1 2026 | Apr 08, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 28,100 | 5,846 | 5.35% | 5.65% | 78 | -691 | -2.4% | Q1 2026 | Apr 29, 2026 |
| Capital Planning LLC | History | Added to | 27,650 | 5,752 | 1.87% | 1.49% | 79 | +3,998 | 16.9% | Q1 2026 | Apr 29, 2026 |
| Aspetuck Financial Management LLC | History | Added to | 27,081 | 5,634 | 3.86% | 4.01% | 80 | +497 | 1.87% | Q1 2026 | May 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 24,456 | 5,494 | 0.04% | 0.04% | 81 | +558 | 2.33% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 25,766 | 5,358 | 0.03% | 0.03% | 82 | +10 | 0.04% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 25,437 | 5,292 | 0.03% | 0.04% | 83 | -3,328 | -11.57% | Q1 2026 | May 15, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 24,380 | 5,072 | 0.35% | 0.35% | 84 | +831 | 3.53% | Q1 2026 | May 05, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 24,271 | 5,049 | 0.95% | 1.01% | 85 | +594 | 2.51% | Q1 2026 | Apr 08, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 20,322 | 4,996 | 0.11% | 0.12% | 86 | -455 | -2.19% | Q1 2026 | May 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 23,823 | 4,956 | 0.06% | 0.07% | 87 | -1,236 | -4.93% | Q1 2026 | Apr 20, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 23,720 | 4,935 | 0.37% | 0.38% | 88 | +1,289 | 5.75% | Q1 2026 | Apr 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 23,466 | 4,882 | 0.13% | 0.04% | 89 | +16,362 | 230.32% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Added to | 22,457 | 4,672 | 0.25% | 0.16% | 90 | +6,132 | 37.56% | Q1 2026 | Apr 28, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 21,463 | 4,465 | 3.19% | 3.19% | 91 | +3,193 | 17.48% | Q1 2026 | Apr 29, 2026 |
| HRT FINANCIAL LP | History | New | 21,438 | 4,460 | 0.01% | — | 92 | +21,438 | New | Q1 2026 | May 14, 2026 |
| Maxele Advisors, LLC | History | No change | 19,785 | 4,445 | 3.61% | 3.61% | 93 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 21,217 | 4,414 | 0.0% | 0.02% | 94 | -51,045 | -70.64% | Q1 2026 | May 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 20,760 | 4,319 | 0.09% | 0.09% | 95 | +154 | 0.75% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 20,316 | 4,226 | 0.0% | 0.0% | 96 | +1,490 | 7.91% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 20,256 | 4,215 | 0.07% | 0.08% | 97 | -137 | -0.67% | Q1 2026 | Apr 14, 2026 |
| Investment Advisory Services Group LLC | History | Reduced | 19,977 | 4,156 | 3.62% | 4.15% | 98 | -812 | -3.91% | Q1 2026 | Apr 28, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Reduced | 19,944 | 4,149 | 6.34% | 9.72% | 99 | -9,908 | -33.19% | Q1 2026 | May 01, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 19,751 | 4,109 | 0.07% | 0.09% | 100 | -184 | -0.92% | Q1 2026 | May 18, 2026 |
| Mokosak Advisory Group, LLC | History | Reduced | 19,388 | 4,033 | 1.01% | 1.1% | 101 | -152 | -0.78% | Q1 2026 | Apr 28, 2026 |
| Jacobs Equity LLC | History | Added to | 19,247 | 4,004 | 3.58% | 2.69% | 102 | +6,813 | 54.79% | Q1 2026 | May 14, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 19,095 | 3,972 | 2.63% | 2.8% | 103 | -509 | -2.6% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 18,581 | 3,949 | 0.01% | 0.01% | 104 | -9,707 | -34.31% | Q1 2026 | Apr 08, 2026 |
| JBR Co Financial Management Inc | History | No change | 17,363 | 3,900 | 1.63% | 1.63% | 105 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Alliance Private Wealth, LLC | History | Added to | 18,478 | 3,844 | 1.38% | 1.37% | 106 | +575 | 3.21% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 18,418 | 3,831 | 0.24% | 0.27% | 107 | +403 | 2.24% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 18,278 | 3,802 | 0.02% | 0.02% | 108 | -189 | -1.02% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 18,222 | 3,791 | 0.13% | 0.14% | 109 | +118 | 0.65% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 17,426 | 3,625 | 0.0% | 0.0% | 110 | +658 | 3.92% | Q1 2026 | May 12, 2026 |
| Reliant Investment Partners, LLC | History | Reduced | 17,174 | 3,573 | 2.96% | 3.04% | 111 | -76 | -0.44% | Q1 2026 | May 11, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 17,133 | 3,564 | 1.95% | 1.94% | 112 | -636 | -3.58% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 16,949 | 3,526 | 0.0% | 0.0% | 113 | +1,168 | 7.4% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 16,606 | 3,454 | 0.02% | 0.04% | 114 | -14,659 | -46.89% | Q1 2026 | May 05, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 16,596 | 3,452 | 0.7% | 0.81% | 115 | -5,000 | -23.15% | Q1 2026 | Apr 22, 2026 |
| Visionary Wealth Advisors | History | Reduced | 16,541 | 3,441 | 0.15% | 0.17% | 116 | -574 | -3.35% | Q1 2026 | May 13, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 16,213 | 3,373 | 0.28% | 0.31% | 117 | -900 | -5.26% | Q1 2026 | May 01, 2026 |
| DAHRING | CUSMANO LLC | History | Added to | 16,126 | 3,354 | 2.06% | 2.45% | 118 | +463 | 2.96% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 15,783 | 3,283 | 0.04% | 0.04% | 119 | +411 | 2.67% | Q1 2026 | Apr 28, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 15,701 | 3,266 | 1.25% | 1.48% | 120 | -815 | -4.93% | Q1 2026 | Apr 21, 2026 |
| Eley Financial Management, Inc | History | Added to | 15,597 | 3,244 | 1.17% | 1.24% | 121 | +229 | 1.49% | Q1 2026 | May 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 15,129 | 3,147 | 0.0% | 0.0% | 122 | -38,134 | -71.6% | Q1 2026 | May 15, 2026 |
| Secure Asset Management, LLC | History | Reduced | 14,714 | 3,061 | 0.48% | 0.55% | 123 | -1,030 | -6.54% | Q1 2026 | Apr 09, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 14,640 | 3,045 | 0.0% | 0.0% | 124 | -6,778 | -31.65% | Q1 2026 | May 05, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 14,588 | 3,034 | 0.29% | 0.28% | 125 | +1,604 | 12.35% | Q1 2026 | Apr 23, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 14,534 | 3,024 | 0.01% | 0.01% | 126 | -1,492 | -9.31% | Q1 2026 | Apr 22, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 14,216 | 2,957 | 0.01% | 0.02% | 127 | -182 | -1.26% | Q1 2026 | May 14, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 13,724 | 2,855 | 1.86% | 1.64% | 128 | +3,089 | 29.05% | Q1 2026 | Apr 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 13,646 | 2,839 | 0.3% | 0.5% | 129 | -3,272 | -19.34% | Q1 2026 | Apr 23, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 13,531 | 2,815 | 1.0% | 0.93% | 130 | +1,857 | 15.91% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Added to | 13,401 | 2,758 | 0.0% | 0.0% | 131 | +1,893 | 16.45% | Q1 2026 | May 15, 2026 |
| Ciovacco Capital Management LLC | History | Reduced | 13,190 | 2,744 | 1.6% | 1.5% | 132 | -132 | -0.99% | Q1 2026 | May 11, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 12,970 | 2,698 | 0.14% | 0.15% | 133 | -104 | -0.8% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 12,810 | 2,665 | 0.07% | 0.07% | 134 | +153 | 1.21% | Q1 2026 | Apr 28, 2026 |
| Ancora Advisors LLC | History | No change | 12,797 | 2,662 | 0.06% | 0.06% | 135 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 12,135 | 2,524 | 0.01% | 0.01% | 136 | -656 | -5.13% | Q1 2026 | Apr 24, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 11,175 | 2,510 | 0.12% | 0.12% | 137 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 11,058 | 2,501 | 1.08% | 1.11% | 138 | +15 | 0.14% | Q1 2026 | Apr 15, 2026 |
| SPINNAKER TRUST | History | Reduced | 11,957 | 2,487 | 0.14% | 0.15% | 139 | -360 | -2.92% | Q1 2026 | Apr 23, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 11,500 | 2,392 | 0.25% | 0.3% | 140 | -610 | -5.04% | Q1 2026 | May 07, 2026 |
| DAVENPORT & Co LLC | History | Added to | 11,436 | 2,379 | 0.01% | 0.01% | 141 | +782 | 7.34% | Q1 2026 | Apr 15, 2026 |
| Curi Capital, LLC | History | Reduced | 11,394 | 2,370 | 0.04% | 0.05% | 142 | -2,208 | -16.23% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 11,038 | 2,296 | 0.06% | 0.09% | 143 | -3,003 | -21.39% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 10,841 | 2,255 | 0.03% | 0.03% | 144 | +1,544 | 16.61% | Q1 2026 | May 11, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 10,811 | 2,249 | 0.77% | 0.66% | 145 | +2,902 | 36.69% | Q1 2026 | Apr 21, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 10,701 | 2,226 | 0.24% | 0.24% | 146 | +391 | 3.79% | Q1 2026 | Apr 28, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 10,690 | 2,223 | 0.05% | 0.09% | 147 | -5,919 | -35.64% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 10,662 | 2,218 | 0.02% | 0.03% | 148 | +312 | 3.01% | Q1 2026 | May 12, 2026 |
| Atlas Brown,Inc. | History | Reduced | 10,621 | 2,209 | 0.67% | 0.72% | 149 | -200 | -1.85% | Q1 2026 | Apr 17, 2026 |
| Cooper Financial Group | History | Reduced | 10,576 | 2,200 | 0.22% | 0.26% | 150 | -434 | -3.94% | Q1 2026 | Apr 07, 2026 |
| Certified Advisory Corp | History | Reduced | 10,442 | 2,172 | 0.19% | 0.23% | 151 | -794 | -7.07% | Q1 2026 | Apr 17, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 10,223 | 2,126 | 0.05% | 0.23% | 152 | -10,826 | -51.43% | Q1 2026 | Apr 27, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 10,085 | 2,098 | 0.07% | 0.06% | 153 | +1,936 | 23.76% | Q1 2026 | May 14, 2026 |
| McMillan Office, Inc. | History | No change | 10,020 | 2,084 | 0.27% | 0.27% | 154 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 9,960 | 2,072 | 0.02% | 0.07% | 155 | -12,259 | -55.17% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 9,914 | 2,063 | 0.02% | 0.02% | 156 | -3,162 | -24.18% | Q1 2026 | Apr 07, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 9,610 | 1,999 | 0.05% | 0.08% | 157 | -855 | -8.17% | Q1 2026 | May 11, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 9,524 | 1,981 | 0.08% | 0.08% | 158 | -143 | -1.48% | Q1 2026 | May 12, 2026 |
| Stonebrook Private Inc. | History | Reduced | 9,449 | 1,965 | 0.42% | 0.76% | 159 | -6,766 | -41.73% | Q1 2026 | May 11, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | Reduced | 9,436 | 1,963 | 0.38% | 0.4% | 160 | -23 | -0.24% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 9,386 | 1,952 | 0.01% | 0.0% | 161 | +3,520 | 60.01% | Q1 2026 | May 14, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 9,251 | 1,924 | 0.26% | 0.28% | 162 | +670 | 7.81% | Q1 2026 | Apr 24, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 9,229 | 1,920 | 0.12% | 0.12% | 163 | +1,084 | 13.31% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | Added to | 9,128 | 1,899 | 0.04% | 0.04% | 164 | +1,583 | 20.98% | Q1 2026 | Apr 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 9,117 | 1,896 | 0.01% | 0.01% | 165 | -343 | -3.63% | Q1 2026 | May 11, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 8,854 | 1,842 | 0.04% | 0.05% | 166 | -250 | -2.75% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 8,847 | 1,840 | 0.03% | 0.04% | 167 | -305 | -3.33% | Q1 2026 | Apr 17, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 8,516 | 1,771 | 0.05% | 0.06% | 168 | -103 | -1.2% | Q1 2026 | Apr 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 8,468 | 1,761 | 0.02% | 0.03% | 169 | -11,887 | -58.4% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 8,453 | 1,758 | 0.06% | 0.07% | 170 | -432 | -4.86% | Q1 2026 | Apr 14, 2026 |
| NWAM LLC | History | Reduced | 8,405 | 1,748 | 0.1% | 0.12% | 171 | -1,145 | -11.99% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 8,142 | 1,693 | 0.0% | 0.0% | 172 | -257 | -3.06% | Q1 2026 | Apr 27, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 8,078 | 1,680 | 0.32% | 0.33% | 173 | -300 | -3.58% | Q1 2026 | Apr 29, 2026 |
| Atria Investments, Inc | History | Reduced | 8,074 | 1,679 | 0.02% | 0.04% | 174 | -8,666 | -51.77% | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | Added to | 8,050 | 1,674 | 0.06% | 0.05% | 175 | +785 | 10.81% | Q1 2026 | Apr 22, 2026 |
| CVA Family Office, LLC | History | Added to | 7,933 | 1,650 | 0.17% | 0.01% | 176 | +7,490 | 1690.74% | Q1 2026 | Apr 29, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 7,840 | 1,631 | 0.5% | 0.56% | 177 | -125 | -1.57% | Q1 2026 | Apr 15, 2026 |
| CAP Partners, LLC | History | Added to | 7,750 | 1,612 | 0.91% | 0.98% | 178 | +84 | 1.1% | Q1 2026 | Apr 28, 2026 |
| EVOKE WEALTH, LLC | History | No change | 7,729 | 1,608 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 7,020 | 1,587 | 0.47% | 0.44% | 180 | +406 | 6.14% | Q1 2026 | Apr 16, 2026 |
| Investors Research Corp | History | Added to | 7,579 | 1,576 | 0.3% | 0.3% | 181 | +351 | 4.86% | Q1 2026 | Apr 03, 2026 |
| Silver Lake Advisory, LLC | History | Reduced | 7,511 | 1,562 | 0.62% | 0.66% | 182 | -100 | -1.31% | Q1 2026 | Apr 27, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 7,446 | 1,549 | 1.31% | 1.4% | 183 | -74 | -0.98% | Q1 2026 | Apr 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 7,277 | 1,533 | 0.03% | 0.03% | 184 | -946 | -11.5% | Q1 2026 | May 14, 2026 |
| Anfield Capital Management, LLC | History | New | 7,341 | 1,527 | 0.42% | — | 185 | +7,341 | New | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 7,267 | 1,512 | 0.04% | 0.05% | 186 | +258 | 3.68% | Q1 2026 | Apr 21, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 7,179 | 1,493 | 0.17% | — | 187 | +7,179 | New | Q1 2026 | May 15, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 7,164 | 1,490 | 0.12% | 0.14% | 188 | -146 | -2.0% | Q1 2026 | Apr 22, 2026 |
| Claris Financial LLC | History | Added to | 10,143 | 1,482 | 0.81% | 0.72% | 189 | +4,111 | 68.15% | Q1 2026 | May 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,081 | 1,472 | 0.0% | 0.0% | 190 | +262 | 3.84% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 28,125 | 1,462 | 0.07% | 0.04% | 191 | -19,287 | -40.68% | Q1 2026 | May 15, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 7,020 | 1,460 | 0.41% | 0.47% | 192 | -692 | -8.97% | Q1 2026 | Apr 16, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 7,007 | 1,457 | 0.01% | 0.0% | 193 | +4,659 | 198.42% | Q1 2026 | May 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 6,985 | 1,453 | 0.0% | 0.0% | 194 | +1,925 | 38.04% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,894 | 1,452 | 0.01% | 0.02% | 195 | -771 | -10.06% | Q1 2026 | Apr 07, 2026 |
| Belpointe Asset Management LLC | History | Added to | 6,912 | 1,438 | 0.05% | 0.05% | 196 | +289 | 4.36% | Q1 2026 | Apr 28, 2026 |
| CERTUITY, LLC | History | Added to | 6,833 | 1,421 | 0.09% | 0.1% | 197 | +7 | 0.1% | Q1 2026 | May 11, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 6,717 | 1,397 | 0.33% | 0.38% | 198 | +414 | 6.57% | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 6,206 | 1,394 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,692 | 1,392 | 0.01% | 0.01% | 200 | +1,406 | 26.6% | Q1 2026 | Apr 15, 2026 |
| Palacios Wealth Management, LLC | History | Added to | 5,618 | 1,383 | 0.87% | 0.63% | 201 | +1,961 | 53.62% | Q1 2026 | May 11, 2026 |
| Redwood Financial Network Corp | History | Added to | 6,613 | 1,375 | 0.9% | 0.76% | 202 | +1,331 | 25.2% | Q1 2026 | May 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 6,525 | 1,357 | 0.17% | 1.16% | 203 | -36,468 | -84.82% | Q1 2026 | May 05, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 6,491 | 1,350 | 1.09% | 1.2% | 204 | -152 | -2.29% | Q1 2026 | Apr 27, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 6,486 | 1,349 | 0.14% | 0.16% | 205 | -303 | -4.46% | Q1 2026 | Apr 15, 2026 |
| EPG Wealth Management LLC | History | Reduced | 6,422 | 1,335 | 0.36% | 0.39% | 206 | -41 | -0.63% | Q1 2026 | May 07, 2026 |
| Sovran Advisors, LLC | History | Reduced | 5,372 | 1,323 | 0.1% | 0.11% | 207 | -275 | -4.87% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,343 | 1,319 | 0.02% | 0.02% | 208 | +1,452 | 29.69% | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 6,338 | 1,318 | 0.07% | 0.07% | 209 | +581 | 10.09% | Q1 2026 | Apr 30, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 5,353 | 1,317 | 0.02% | 0.06% | 210 | +19 | 0.36% | Q1 2026 | May 01, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 6,247 | 1,299 | 0.16% | 0.17% | 211 | +289 | 4.85% | Q1 2026 | May 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 6,194 | 1,288 | 0.07% | 0.08% | 212 | -42 | -0.67% | Q1 2026 | Apr 29, 2026 |
| JSF Financial, LLC | History | Reduced | 6,187 | 1,287 | 0.25% | 0.53% | 213 | -5,211 | -45.72% | Q1 2026 | May 07, 2026 |
| Canton Hathaway, LLC | History | No change | 6,145 | 1,278 | 0.26% | 0.27% | 214 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 6,052 | 1,259 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 6,033 | 1,255 | 0.01% | 0.02% | 216 | +187 | 3.2% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 5,872 | 1,221 | 0.03% | 0.1% | 217 | -9,856 | -62.67% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 5,865 | 1,220 | 0.09% | 0.07% | 218 | +975 | 19.94% | Q1 2026 | Apr 20, 2026 |
| Purkiss Capital Advisors LLC | History | Reduced | 5,755 | 1,197 | 0.53% | 0.86% | 219 | -2,418 | -29.59% | Q1 2026 | May 04, 2026 |
| Retirement Planning Group, LLC | History | Added to | 5,721 | 1,190 | 0.04% | 0.04% | 220 | +840 | 17.21% | Q1 2026 | May 04, 2026 |
| Global Financial Private Client, LLC | History | Added to | 5,719 | 1,189 | 0.39% | 0.43% | 221 | +297 | 5.48% | Q1 2026 | Apr 20, 2026 |
| Csenge Advisory Group | History | Reduced | 5,623 | 1,169 | 0.05% | 0.06% | 222 | -47 | -0.83% | Q1 2026 | Apr 30, 2026 |
| HB Wealth Management, LLC | History | Reduced | 5,604 | 1,166 | 0.01% | 0.01% | 223 | -256 | -4.37% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,483 | 1,140 | 0.0% | 0.0% | 224 | +788 | 16.78% | Q1 2026 | May 14, 2026 |
| OneAscent Financial Services LLC | History | Added to | 5,465 | 1,136 | 0.06% | 0.1% | 225 | +551 | 11.21% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,327 | 1,108 | 0.0% | 0.0% | 226 | +4,098 | 333.44% | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | Added to | 5,325 | 1,107 | 0.0% | 0.0% | 227 | +3,232 | 154.42% | Q1 2026 | May 13, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 5,318 | 1,106 | 0.52% | 0.55% | 228 | -204 | -3.69% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | New | 5,274 | 1,097 | 0.01% | — | 229 | +5,274 | New | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 5,255 | 1,093 | 0.02% | 0.02% | 230 | +175 | 3.44% | Q1 2026 | Apr 14, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 5,236 | 1,089 | 0.06% | 0.07% | 231 | -99 | -1.86% | Q1 2026 | Apr 24, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,754 | 1,068 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 5,115 | 1,064 | 0.03% | 0.03% | 233 | -6 | -0.12% | Q1 2026 | May 11, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 4,996 | 1,039 | 0.46% | 0.51% | 234 | +1 | 0.02% | Q1 2026 | Apr 27, 2026 |
| Wiser Wealth Management, Inc | History | No change | 4,987 | 1,037 | 0.22% | 0.25% | 235 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 4,981 | 1,036 | 0.01% | 0.0% | 236 | +2,523 | 102.64% | Q1 2026 | May 15, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 4,859 | 1,010 | 0.63% | — | 237 | +4,859 | New | Q1 2026 | Apr 14, 2026 |
| Optiver Holding B.V. | History | New | 4,823 | 1,003 | 0.0% | — | 238 | +4,823 | New | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,817 | 1,002 | 0.01% | 0.01% | 239 | +490 | 11.32% | Q1 2026 | Apr 30, 2026 |
| SFMG, LLC | History | Added to | 4,726 | 983 | 0.07% | 0.05% | 240 | +1,593 | 50.85% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,585 | 953 | 0.0% | 0.0% | 241 | +969 | 26.8% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 4,544 | 945 | 0.0% | 0.0% | 242 | +1,285 | 39.43% | Q1 2026 | May 14, 2026 |
| Williams & Novak, LLC | History | No change | 4,472 | 942 | 0.71% | 0.76% | 243 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 4,519 | 940 | 0.01% | 0.01% | 244 | +940 | 26.26% | Q1 2026 | Apr 24, 2026 |
| PUREfi Wealth, LLC | History | No change | 4,515 | 939 | 0.62% | 0.78% | 245 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 4,493 | 934 | 0.07% | 0.13% | 246 | +214 | 5.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,465 | 928 | 0.03% | 0.03% | 247 | +133 | 3.07% | Q1 2026 | Apr 07, 2026 |
| SVB WEALTH LLC | History | Reduced | 4,433 | 922 | 0.06% | 0.07% | 248 | -972 | -17.98% | Q1 2026 | Apr 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 4,431 | 921 | 0.03% | 0.03% | 249 | +432 | 10.8% | Q1 2026 | May 11, 2026 |
| Financial Freedom, LLC | History | Added to | 4,387 | 912 | 0.45% | 0.49% | 250 | +8 | 0.18% | Q1 2026 | Apr 30, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 4,364 | 908 | 0.33% | 0.35% | 251 | +33 | 0.76% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Reduced | 4,350 | 905 | 0.02% | 0.02% | 252 | -82 | -1.85% | Q1 2026 | May 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 4,302 | 896 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Added to | 4,209 | 875 | 0.72% | 0.75% | 254 | +106 | 2.58% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 4,197 | 873 | 0.02% | 0.02% | 255 | +272 | 6.93% | Q1 2026 | May 15, 2026 |
| Belvedere Trading LLC | History | Reduced | 4,131 | 859 | 0.0% | 0.0% | 256 | -769 | -15.69% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Reduced | 4,074 | 847 | 0.01% | 0.01% | 257 | -147 | -3.48% | Q1 2026 | Apr 16, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | New | 4,000 | 832 | 0.28% | — | 258 | +4,000 | New | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 3,993 | 831 | 0.0% | 0.0% | 259 | -321 | -7.44% | Q1 2026 | May 01, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,944 | 820 | 0.0% | — | 260 | +3,944 | New | Q1 2026 | May 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 3,889 | 809 | 0.06% | 0.1% | 261 | -3,376 | -46.47% | Q1 2026 | May 21, 2026 |
| VICUS CAPITAL | History | Reduced | 3,883 | 807 | 0.06% | 1.9% | 262 | -108,766 | -96.55% | Q1 2026 | Apr 22, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 3,807 | 792 | 0.01% | 0.01% | 263 | +286 | 8.12% | Q1 2026 | May 08, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 4,876 | 786 | 0.25% | 0.2% | 264 | +144 | 3.04% | Q1 2026 | Apr 23, 2026 |
| Astra Wealth Partners LLC | History | No change | 3,774 | 785 | 0.47% | 0.5% | 265 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | Added to | 3,770 | 784 | 0.0% | 0.0% | 266 | +580 | 18.18% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 3,762 | 782 | 0.0% | 0.0% | 267 | +142 | 3.92% | Q1 2026 | May 15, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 3,671 | 763 | 0.34% | 0.37% | 268 | -57 | -1.53% | Q1 2026 | Apr 29, 2026 |
| FIRST HORIZON CORP | History | Added to | 3,660 | 761 | 0.03% | 0.0% | 269 | +3,505 | 2261.29% | Q1 2026 | Apr 30, 2026 |
| SHP Wealth Management | History | Reduced | 3,657 | 761 | 0.06% | 0.07% | 270 | -376 | -9.32% | Q1 2026 | May 08, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 3,654 | 760 | 0.44% | 0.45% | 271 | +207 | 6.01% | Q1 2026 | May 01, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 3,644 | 758 | 0.01% | 0.01% | 272 | -98 | -2.62% | Q1 2026 | May 01, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 3,632 | 755 | 0.13% | 0.14% | 273 | +9 | 0.25% | Q1 2026 | May 05, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Reduced | 3,581 | 745 | 0.15% | 0.18% | 274 | -436 | -10.85% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 3,514 | 731 | 0.03% | 0.03% | 275 | +619 | 21.38% | Q1 2026 | Apr 28, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 3,485 | 725 | 0.02% | 0.79% | 276 | -104,239 | -96.76% | Q1 2026 | May 05, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 3,463 | 720 | 0.12% | 0.13% | 277 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VCI Wealth Management LLC | History | Added to | 3,440 | 715 | 0.2% | 0.19% | 278 | +346 | 11.18% | Q1 2026 | Apr 21, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 3,386 | 704 | 0.01% | 0.01% | 279 | -86 | -2.48% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,347 | 696 | 0.0% | 0.0% | 280 | +10 | 0.3% | Q1 2026 | Apr 29, 2026 |
| Hardy Reed LLC | History | No change | 3,284 | 683 | 0.05% | 0.05% | 281 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,231 | 672 | 0.03% | 0.04% | 282 | -448 | -12.18% | Q1 2026 | May 18, 2026 |
| WealthPlan Investment Management, LLC | History | New | 3,223 | 670 | 0.04% | — | 284 | +3,223 | New | Q1 2026 | Apr 29, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 3,222 | 670 | 0.32% | 0.28% | 283 | +619 | 23.78% | Q1 2026 | May 07, 2026 |
| Sage Mountain Advisors LLC | History | No change | 3,217 | 669 | 0.05% | 0.04% | 285 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 3,200 | 665 | 0.42% | 0.45% | 286 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 3,184 | 662 | 0.15% | 0.17% | 287 | -113 | -3.43% | Q1 2026 | May 13, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 3,154 | 656 | 0.4% | 0.41% | 288 | +53 | 1.71% | Q1 2026 | Apr 21, 2026 |
| Wealthfront Advisers LLC | History | Added to | 3,139 | 653 | 0.0% | 0.0% | 289 | +265 | 9.22% | Q1 2026 | May 05, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Reduced | 3,129 | 650 | 0.33% | 0.32% | 290 | -8 | -0.26% | Q1 2026 | Apr 16, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 3,123 | 649 | 0.17% | 0.19% | 291 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Alchemi Wealth, LLC | History | Added to | 3,103 | 645 | 0.36% | 0.38% | 292 | +25 | 0.81% | Q1 2026 | May 07, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 3,072 | 639 | 0.04% | 0.05% | 293 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 3,060 | 636 | 0.41% | 0.5% | 294 | -185 | -5.7% | Q1 2026 | Apr 21, 2026 |
| Perkins Coie Trust Co | History | Reduced | 3,050 | 634 | 0.12% | 0.13% | 295 | -130 | -4.09% | Q1 2026 | Apr 15, 2026 |
| Bawa N Mallick Trust | History | No change | 3,000 | 624 | 0.26% | 0.25% | 296 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ADIRONDACK TRUST CO | History | No change | 2,980 | 619 | 0.21% | 0.22% | 297 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 2,959 | 615 | 0.1% | 0.12% | 298 | +116 | 4.08% | Q1 2026 | Apr 30, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 2,947 | 613 | 0.02% | 0.02% | 299 | -42 | -1.41% | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 2,933 | 610 | 0.13% | 0.11% | 300 | +568 | 24.02% | Q1 2026 | May 05, 2026 |