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 | No change | 2,009,121 | 573,765 | 1.56% | 1.56% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,343,888 | 383,787 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 953,420 | 272,277 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 768,233 | 219,392 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AGF MANAGEMENT LTD | History | No change | 690,136 | 197,089 | 0.76% | 0.76% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 669,504 | 191,196 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 668,463 | 190,899 | 0.24% | 0.24% | 7 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MORGAN STANLEY | History | No change | 407,348 | 116,331 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 357,389 | 102,063 | 0.13% | 0.13% | 9 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Kestra Investment Management, LLC | History | No change | 323,063 | 92,260 | 1.79% | 1.79% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 319,994 | 91,383 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 300,577 | 85,911 | 0.1% | 0.1% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 271,093 | 77,426 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 257,555 | 73,552 | 0.17% | 0.17% | 14 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Portfolio Strategies, Inc. | History | No change | 232,327 | 67,726 | 6.64% | 6.64% | 15 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | No change | 212,226 | 60,607 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 198,769 | 56,764 | 0.68% | 0.68% | 17 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | No change | 180,189 | 51,458 | 0.17% | 0.17% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 150,522 | 45,165 | 11.34% | 10.46% | 19 | +9,259 | 6.55% | Q3 2026 | Oct 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 154,792 | 43,085 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NorthCoast Asset Management LLC | History | No change | 148,363 | 42,369 | 0.94% | 0.94% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 130,558 | 37,284 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 118,093 | 33,724 | 0.33% | 0.33% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 114,710 | 32,758 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 111,207 | 31,759 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICUS CAPITAL | History | No change | 109,437 | 31,253 | 2.02% | 2.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Partners Group, Inc | History | No change | 105,746 | 30,198 | 3.07% | 3.07% | 27 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 104,253 | 29,772 | 11.64% | 11.64% | 28 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 104,020 | 29,706 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 103,149 | 29,457 | 0.11% | 0.11% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 102,879 | 29,380 | 1.48% | 1.48% | 31 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cetera Investment Advisers | History | No change | 98,702 | 28,187 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 96,503 | 27,559 | 0.14% | 0.14% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fischer Financial Services, Inc. | History | No change | 88,406 | 25,246 | 6.34% | 6.34% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 86,044 | 24,572 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Morningstar Investment Management LLC | History | No change | 117,953 | 24,540 | 1.51% | 1.51% | 36 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 84,177 | 23,902 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marotta Asset Management | History | Added to | 75,679 | 22,708 | 3.86% | 3.36% | 38 | +3,494 | 4.84% | Q3 2026 | Oct 02, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 76,376 | 20,940 | 4.37% | 4.37% | 39 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 67,142 | 19,174 | 5.27% | 5.27% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advisory Services Network, LLC | History | No change | 60,737 | 17,345 | 0.2% | 0.2% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 59,751 | 17,063 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 59,322 | 16,941 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 58,462 | 16,695 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lifeworks Advisors, LLC | History | No change | 56,502 | 16,135 | 1.69% | 1.69% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Armor Investment Advisors, LLC | History | No change | 56,066 | 16,011 | 5.14% | 5.14% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mariner, LLC | History | No change | 55,671 | 15,898 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | No change | 53,844 | 15,376 | 0.29% | 0.29% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| King Wealth Management Group | History | No change | 51,730 | 14,773 | 1.62% | 1.62% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 49,507 | 14,138 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 47,835 | 13,660 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 46,724 | 13,343 | 0.13% | 0.13% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | No change | 45,909 | 13,110 | 0.14% | 0.14% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smith Salley Wealth Management | History | No change | 45,191 | 12,905 | 0.56% | 0.56% | 54 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 44,250 | 12,636 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 42,428 | 12,116 | 1.33% | 1.33% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Claro Advisors Inc. | History | No change | 42,104 | 12,024 | 1.26% | 1.26% | 57 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 41,251 | 11,780 | 5.37% | 5.37% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | No change | 40,454 | 11,552 | 2.13% | 2.13% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Traynor Capital Management, Inc. | History | No change | 38,870 | 11,100 | 0.51% | 0.51% | 60 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 40,064 | 10,916 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Reduced | 35,643 | 10,695 | 0.29% | 0.38% | 62 | -10,504 | -22.76% | Q3 2026 | Oct 02, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 37,112 | 10,598 | 0.23% | 0.23% | 63 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 36,762 | 10,498 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 36,327 | 10,374 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Focus Partners Wealth | History | No change | 35,753 | 10,210 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 35,541 | 10,149 | 2.39% | 2.39% | 67 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Crumly & Associates Inc. | History | Reduced | 33,360 | 10,009 | 1.78% | 1.83% | 68 | -92 | -0.28% | Q3 2026 | Oct 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 35,007 | 9,997 | 0.17% | 0.17% | 69 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Go Invest LLC | History | Added to | 32,680 | 9,805 | 2.07% | 2.03% | 70 | +2,486 | 8.23% | Q3 2026 | Oct 08, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | No change | 31,972 | 9,130 | 3.81% | 3.81% | 71 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 31,737 | 9,063 | 0.21% | 0.21% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | No change | 30,272 | 8,645 | 0.22% | 0.22% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| High Point Wealth Management, LLC | History | No change | 29,412 | 8,399 | 6.87% | 6.87% | 74 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Financial Perspectives, Inc | History | No change | 29,202 | 8,339 | 2.03% | 2.03% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sanctuary Advisors, LLC | History | No change | 28,905 | 8,254 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CacheTech Inc. | History | No change | 28,894 | 8,251 | 1.34% | 1.34% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Goldstone Financial Group, LLC | History | No change | 28,692 | 8,193 | 0.75% | 0.75% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aspetuck Financial Management LLC | History | No change | 28,363 | 8,099 | 4.77% | 4.77% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Adams Wealth Management | History | No change | 28,012 | 7,999 | 1.53% | 1.53% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KDK Private Wealth Management, LLC | History | No change | 27,613 | 7,885 | 6.54% | 6.54% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Planning LLC | History | Reduced | 26,194 | 7,859 | 2.09% | 2.19% | 82 | -156 | -0.59% | Q3 2026 | Oct 09, 2026 |
| BRIGHTON JONES LLC | History | No change | 27,307 | 7,798 | 0.14% | 0.14% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 26,599 | 7,596 | 0.08% | 0.08% | 84 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Meridian Wealth Management, LLC | History | No change | 25,285 | 7,220 | 0.22% | 0.22% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 25,072 | 7,160 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | No change | 24,425 | 6,975 | 0.47% | 0.47% | 87 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Advisors Network LLC | History | No change | 24,208 | 6,913 | 0.32% | 0.32% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 24,191 | 6,908 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 23,942 | 6,840 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 23,401 | 6,682 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 23,544 | 6,641 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 23,195 | 6,624 | 1.16% | 1.16% | 93 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Northwest Wealth Advisors, LLC | History | No change | 22,746 | 6,495 | 3.73% | 3.73% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Heck Capital Advisors, LLC | History | No change | 22,559 | 6,442 | 0.38% | 0.38% | 95 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 22,232 | 6,349 | 0.4% | 0.4% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Investment Advisory Services Group LLC | History | No change | 20,665 | 5,901 | 4.32% | 4.32% | 97 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 20,358 | 5,813 | 7.92% | 7.92% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 20,142 | 5,752 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 20,062 | 5,729 | 0.06% | 0.06% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 19,760 | 5,642 | 0.09% | 0.09% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Maxele Advisors, LLC | History | No change | 19,724 | 5,632 | 3.94% | 3.94% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 19,550 | 5,583 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fingerlakes Wealth Management, Inc. | History | No change | 19,535 | 5,578 | 3.0% | 3.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 20,033 | 5,474 | 0.11% | 0.11% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 19,001 | 5,426 | 0.11% | 0.11% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 18,855 | 5,385 | 0.08% | 0.08% | 107 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mokosak Advisory Group, LLC | History | No change | 18,710 | 5,343 | 1.16% | 1.16% | 108 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | No change | 18,617 | 5,316 | 1.98% | 1.98% | 109 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Jacobs Equity LLC | History | No change | 18,443 | 5,266 | 3.64% | 3.64% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 18,143 | 5,181 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 18,112 | 5,172 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alliance Private Wealth, LLC | History | No change | 18,110 | 5,171 | 1.8% | 1.8% | 113 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TBH Global Asset Management, LLC | History | No change | 17,806 | 5,084 | 0.93% | 0.93% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oxford Wealth Group, LLC | History | No change | 17,467 | 4,988 | 2.23% | 2.23% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 16,010 | 4,803 | 0.44% | 0.38% | 116 | +577 | 3.74% | Q3 2026 | Oct 07, 2026 |
| Reliant Investment Partners, LLC | History | No change | 16,554 | 4,727 | 3.22% | 3.22% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DAHRING | CUSMANO LLC | History | No change | 16,423 | 4,689 | 2.47% | 2.47% | 118 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EP Wealth Advisors, LLC | History | No change | 15,996 | 4,568 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Anchor Investment Management, LLC | History | No change | 15,868 | 4,531 | 0.34% | 0.34% | 120 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Visionary Wealth Advisors | History | No change | 15,844 | 4,524 | 0.18% | 0.18% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 15,636 | 4,465 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Secure Asset Management, LLC | History | No change | 15,394 | 4,396 | 0.62% | 0.62% | 123 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 14,953 | 4,270 | 1.33% | 1.33% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 14,831 | 4,235 | 1.2% | 1.2% | 125 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Eley Financial Management, Inc | History | No change | 14,748 | 4,211 | 1.36% | 1.36% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DAVENPORT & Co LLC | History | No change | 14,456 | 4,128 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 13,840 | 3,953 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 13,684 | 3,908 | 1.31% | 1.31% | 129 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JANE STREET GROUP, LLC | History | No change | 13,600 | 3,883 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ciovacco Capital Management LLC | History | No change | 13,311 | 3,801 | 1.69% | 1.69% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 12,475 | 3,743 | 0.03% | 0.03% | 132 | -393 | -3.05% | Q3 2026 | Oct 08, 2026 |
| Nova Wealth Management, Inc. | History | No change | 13,076 | 3,734 | 2.06% | 2.06% | 133 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 13,061 | 3,729 | 0.09% | 0.09% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 13,002 | 3,713 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bank of New York Mellon Corp | History | No change | 12,965 | 3,702 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 12,579 | 3,592 | 0.07% | 0.07% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 12,547 | 3,583 | 0.3% | 0.3% | 138 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | No change | 12,391 | 3,538 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 12,325 | 3,520 | 0.16% | 0.16% | 140 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Certified Advisory Corp | History | No change | 12,232 | 3,493 | 0.28% | 0.28% | 141 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 12,146 | 3,468 | 1.33% | 1.33% | 142 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SPINNAKER TRUST | History | No change | 11,957 | 3,414 | 0.17% | 0.17% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SUCCESSION FINANCIAL, INC. | History | No change | 11,956 | 3,414 | 3.25% | 3.25% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 11,798 | 3,369 | 0.17% | 0.17% | 145 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Golden State Wealth Management, LLC | History | No change | 11,773 | 3,362 | 0.31% | 0.31% | 146 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 11,733 | 3,350 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 11,421 | 3,261 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 11,235 | 3,208 | 0.09% | 0.09% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 11,194 | 3,196 | 0.42% | 0.42% | 150 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cooper Financial Group | History | Added to | 10,541 | 3,162 | 0.25% | 0.25% | 151 | +2 | 0.02% | Q3 2026 | Oct 07, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 11,000 | 3,141 | 0.25% | 0.25% | 152 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Atlas Brown,Inc. | History | Reduced | 10,453 | 3,136 | 0.83% | 0.8% | 153 | -28 | -0.27% | Q3 2026 | Oct 09, 2026 |
| WCG Wealth Advisors LLC | History | No change | 10,592 | 3,024 | 0.07% | 0.07% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 14,490 | 3,014 | 0.12% | 0.12% | 155 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IHT Wealth Management, LLC | History | No change | 10,224 | 2,919 | 0.06% | 0.06% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 10,222 | 2,919 | 0.05% | 0.05% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 10,199 | 2,912 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 10,199 | 2,912 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| McMillan Office, Inc. | History | No change | 10,020 | 2,861 | 0.33% | 0.33% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stonebrook Private Inc. | History | No change | 9,951 | 2,841 | 0.52% | 0.52% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 9,719 | 2,775 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JBR Co Financial Management Inc | History | No change | 9,620 | 2,747 | 1.0% | 1.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RFG Advisory, LLC | History | No change | 9,513 | 2,716 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Savvy Advisors, Inc. | History | No change | 9,407 | 2,686 | 0.06% | 0.06% | 165 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CVA Family Office, LLC | History | No change | 9,372 | 2,676 | 0.24% | 0.24% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 9,261 | 2,644 | 0.67% | 0.67% | 167 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 9,211 | 2,630 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 9,012 | 2,573 | 0.44% | 0.44% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 8,854 | 2,528 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 8,804 | 2,514 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 8,701 | 2,484 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 8,366 | 2,389 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Avior Wealth Management, LLC | History | No change | 8,316 | 2,375 | 0.06% | 0.06% | 174 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Focus Financial Network, Inc. | History | No change | 8,293 | 2,368 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IPG Investment Advisors LLC | History | No change | 8,240 | 2,353 | 0.34% | 0.34% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 8,174 | 2,334 | 0.07% | 0.07% | 177 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 8,064 | 2,302 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MGO ONE SEVEN LLC | History | No change | 8,021 | 2,290 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 8,018 | 2,289 | 0.39% | 0.39% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAP Partners, LLC | History | No change | 8,000 | 2,284 | 1.12% | 1.12% | 181 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Curi Capital, LLC | History | No change | 7,969 | 2,275 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 7,451 | 2,235 | 1.49% | 1.49% | 183 | -158 | -2.08% | Q3 2026 | Oct 07, 2026 |
| Soltis Investment Advisors LLC | History | No change | 7,805 | 2,229 | 0.12% | 0.12% | 184 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NWAM LLC | History | No change | 7,787 | 2,223 | 0.11% | 0.11% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Merit Financial Group, LLC | History | No change | 7,690 | 2,196 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Investors Research Corp | History | Reduced | 7,211 | 2,163 | 0.38% | 0.39% | 187 | -383 | -5.04% | Q3 2026 | Oct 07, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 7,441 | 2,125 | 0.55% | 0.55% | 188 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 7,392 | 2,111 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Redwood Financial Network Corp | History | No change | 7,236 | 2,066 | 1.15% | 1.15% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Silver Lake Advisory, LLC | History | No change | 7,211 | 2,059 | 0.74% | 0.74% | 191 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 7,193 | 2,054 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 7,166 | 2,046 | 0.15% | 0.15% | 193 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,150 | 2,041 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allied Private Wealth LLC | History | No change | 7,403 | 2,041 | 1.31% | 1.31% | 195 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 6,923 | 2,006 | 0.53% | 0.53% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CERTUITY, LLC | History | No change | 6,833 | 1,951 | 0.1% | 0.1% | 197 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gotham Asset Management, LLC | History | No change | 6,710 | 1,916 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 6,694 | 1,911 | 0.09% | 0.09% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Private Advisor Group, LLC | History | No change | 6,676 | 1,906 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Belpointe Asset Management LLC | History | No change | 6,502 | 1,856 | 0.06% | 0.06% | 201 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 6,502 | 1,856 | 0.21% | 0.21% | 202 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NorthLanding Financial Partners, LLC | History | No change | 6,476 | 1,849 | 1.28% | 1.28% | 203 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EPG Wealth Management LLC | History | No change | 6,471 | 1,848 | 0.44% | 0.44% | 204 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,362 | 1,816 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 6,358 | 1,815 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 6,316 | 1,803 | 0.2% | 0.2% | 207 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OneAscent Financial Services LLC | History | No change | 6,298 | 1,798 | 0.09% | 0.09% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JSF Financial, LLC | History | No change | 6,189 | 1,767 | 0.28% | 0.28% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Valmark Advisers, Inc. | History | No change | 6,186 | 1,766 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Blueprint, LLC | History | No change | 6,167 | 1,761 | 0.09% | 0.09% | 211 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Palacios Wealth Management, LLC | History | No change | 6,089 | 1,739 | 1.03% | 1.03% | 212 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 6,050 | 1,727 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Canton Hathaway, LLC | History | No change | 5,995 | 1,712 | 0.33% | 0.33% | 214 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 5,986 | 1,709 | 0.29% | 0.29% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 5,952 | 1,700 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 5,952 | 1,699 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 5,874 | 1,677 | 0.64% | 0.64% | 218 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Global Financial Private Client, LLC | History | No change | 5,827 | 1,664 | 0.45% | 0.45% | 219 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Essex Financial Services, Inc. | History | No change | 5,735 | 1,637 | 0.08% | 0.08% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 5,641 | 1,611 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Csenge Advisory Group | History | No change | 5,546 | 1,583 | 0.06% | 0.06% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 5,470 | 1,562 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Diversify Advisory Services, LLC | History | No change | 5,805 | 1,558 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 5,805 | 1,558 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 5,327 | 1,521 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,956 | 1,487 | 0.04% | 0.04% | 227 | +245 | 5.2% | Q3 2026 | Oct 08, 2026 |
| Wealthstar Advisors, LLC | History | No change | 5,134 | 1,466 | 0.43% | 0.43% | 228 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SFMG, LLC | History | No change | 5,111 | 1,459 | 0.09% | 0.09% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 5,112 | 1,459 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wiser Wealth Management, Inc | History | No change | 5,093 | 1,454 | 0.28% | 0.28% | 231 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 5,067 | 1,447 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IMA Advisory Services, Inc. | History | No change | 5,046 | 1,441 | 0.09% | 0.09% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 4,996 | 1,426 | 0.58% | 0.58% | 234 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 4,975 | 1,420 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 4,950 | 1,413 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Simplicity Wealth,LLC | History | No change | 4,917 | 1,404 | 0.05% | 0.05% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | No change | 4,859 | 1,387 | 0.77% | 0.77% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 4,757 | 1,358 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Williams & Novak Wealth Management, LLC | History | No change | 4,472 | 1,341 | 0.79% | 0.84% | 240 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 4,665 | 1,332 | 0.08% | 0.08% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 4,585 | 1,309 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 6,247 | 1,299 | 0.16% | 0.16% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 4,525 | 1,292 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 4,520 | 1,291 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,514 | 1,289 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUREfi Wealth, LLC | History | No change | 4,515 | 1,289 | 0.71% | 0.71% | 247 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHERN TRUST CORP | History | No change | 4,494 | 1,283 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 4,438 | 1,267 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SVB WEALTH LLC | History | No change | 4,433 | 1,265 | 0.08% | 0.08% | 250 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PGIM Custom Harvest LLC | History | No change | 4,425 | 1,263 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Freedom, LLC | History | No change | 4,388 | 1,252 | 0.57% | 0.57% | 252 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 4,302 | 1,229 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 4,149 | 1,184 | 0.38% | 0.38% | 254 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 4,103 | 1,171 | 0.06% | 0.06% | 255 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Madison Wealth Partners, Inc | History | No change | 4,096 | 1,169 | 0.15% | 0.15% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Retirement Planning Group, LLC | History | No change | 4,056 | 1,158 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vise Technologies, Inc. | History | No change | 4,015 | 1,146 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 4,000 | 1,142 | 0.32% | 0.32% | 259 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parallel Advisors, LLC | History | No change | 3,994 | 1,140 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 3,963 | 1,132 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | No change | 4,314 | 1,113 | 0.08% | 0.08% | 262 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 3,880 | 1,107 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,868 | 1,104 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brookstone Capital Management | History | No change | 3,861 | 1,102 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 3,855 | 1,100 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINTRA WEALTH, LLC | History | No change | 3,715 | 1,090 | 0.06% | 0.06% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 3,814 | 1,089 | 0.14% | 0.14% | 268 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| US BANCORP \DE\ | History | No change | 3,778 | 1,078 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Astra Wealth Partners LLC | History | No change | 3,774 | 1,077 | 0.57% | 0.57% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthfront Advisers LLC | History | No change | 3,731 | 1,065 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,695 | 1,055 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 3,663 | 1,046 | 0.06% | 0.06% | 273 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | No change | 3,636 | 1,038 | 0.2% | 0.2% | 274 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PATRON PARTNERS, LLC | History | No change | 3,632 | 1,037 | 0.4% | 0.4% | 275 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 3,601 | 1,028 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 3,578 | 1,021 | 0.15% | 0.15% | 277 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 3,466 | 989 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SteelPeak Wealth, LLC | History | No change | 3,436 | 981 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 3,390 | 968 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VCI Wealth Management LLC | History | No change | 3,366 | 961 | 0.24% | 0.24% | 281 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | No change | 3,289 | 939 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hardy Reed LLC | History | No change | 3,284 | 937 | 0.06% | 0.06% | 283 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sage Mountain Advisors LLC | History | No change | 3,217 | 918 | 0.06% | 0.06% | 284 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | No change | 3,214 | 917 | 0.46% | 0.46% | 285 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 3,182 | 908 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,174 | 906 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alchemi Wealth, LLC | History | No change | 3,163 | 903 | 0.42% | 0.42% | 288 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 3,132 | 894 | 0.37% | 0.37% | 289 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 3,114 | 889 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 3,103 | 886 | 0.21% | 0.21% | 291 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 3,101 | 885 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 3,072 | 877 | 0.05% | 0.05% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 3,052 | 871 | 0.47% | 0.47% | 294 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | No change | 3,049 | 870 | 0.37% | 0.37% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PKS Advisory Services, LLC | History | No change | 3,037 | 867 | 0.14% | 0.14% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Perkins Coie Trust Co | History | No change | 3,025 | 863 | 0.14% | 0.14% | 297 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 3,011 | 859 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bawa N Mallick Trust | History | No change | 3,000 | 856 | 0.28% | 0.28% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 3,000 | 856 | 0.48% | 0.48% | 300 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |