FIDELITY COMMONWEALTH TRUST - ONEQ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 1,665,418 | 171,904 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Norinchukin Bank, The | History | No change | 1,298,000 | 133,979 | 1.3% | 1.3% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,197,809 | 123,637 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 948,303 | 100,368 | 0.13% | 0.16% | 4 | -287,613 | -23.27% | Q3 2026 | Nov 02, 2026 |
| Wealthfront Advisers LLC | History | No change | 711,227 | 73,412 | 0.14% | 0.14% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 621,133 | 65,740 | 3.6% | 3.68% | 6 | +24,176 | 4.05% | Q3 2026 | Oct 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 612,901 | 63,263 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 587,051 | 62,133 | 0.18% | 0.18% | 8 | +51,334 | 9.58% | Q3 2026 | Nov 02, 2026 |
| Fisher Asset Management, LLC | History | No change | 567,411 | 58,568 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 514,417 | 54,445 | 7.29% | 7.4% | 10 | -17,238 | -3.24% | Q3 2026 | Oct 28, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Reduced | 498,188 | 52,728 | 1.21% | 1.2% | 11 | -710 | -0.14% | Q3 2026 | Nov 05, 2026 |
| Wealthspire Retirement, LLC | History | No change | 452,346 | 46,772 | 2.57% | 2.57% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 376,844 | 38,897 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 336,656 | 34,784 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCP Asset Management, LLC | History | Added to | 311,824 | 33,399 | 3.78% | 3.61% | 15 | +3,198 | 1.04% | Q3 2026 | Oct 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 297,741 | 30,732 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LJI Wealth Management, LLC | History | Added to | 249,112 | 26,366 | 3.7% | 3.53% | 17 | +5,036 | 2.06% | Q3 2026 | Oct 28, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 253,291 | 26,144 | 6.29% | 6.29% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | No change | 244,428 | 25,229 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EQ LLC | History | No change | 210,859 | 21,764 | 5.34% | 5.34% | 20 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 166,445 | 17,616 | 3.15% | 2.43% | 21 | -8,686 | -4.96% | Q3 2026 | Oct 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 164,739 | 16,749 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 161,862 | 16,707 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 156,460 | 16,560 | 0.04% | 0.05% | 24 | -36,896 | -19.08% | Q3 2026 | Nov 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 157,168 | 16,223 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 154,526 | 15,356 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 143,803 | 14,843 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 137,538 | 14,196 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 127,110 | 13,093 | 0.64% | 0.73% | 29 | -12,385 | -8.88% | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 118,325 | 12,523 | 0.09% | 0.08% | 30 | +23,421 | 24.68% | Q3 2026 | Oct 08, 2026 |
| CITADEL ADVISORS LLC | History | No change | 119,014 | 12,284 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Focus Partners Wealth | History | No change | 118,112 | 12,191 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 116,350 | 12,009 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 116,093 | 11,983 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 111,023 | 11,750 | 5.63% | 5.46% | 35 | -3,055 | -2.68% | Q3 2026 | Oct 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 108,121 | 11,583 | 0.02% | 0.02% | 36 | +4,740 | 4.58% | Q3 2026 | Oct 13, 2026 |
| jvl associates llc | History | Reduced | 109,014 | 11,538 | 3.32% | 3.21% | 37 | -675 | -0.62% | Q3 2026 | Oct 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 110,420 | 11,397 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silicon Valley Capital Partners | History | No change | 110,067 | 11,361 | 0.92% | 0.92% | 39 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 108,589 | 11,208 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 108,042 | 11,152 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 89,414 | 9,463 | 1.26% | 1.2% | 42 | -68 | -0.08% | Q3 2026 | Oct 26, 2026 |
| Harvest Investment Advisors, LLC | History | No change | 90,374 | 9,328 | 4.63% | 4.63% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 87,690 | 9,051 | 0.06% | 0.06% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 85,475 | 8,822 | 0.5% | 0.5% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 82,869 | 8,770 | 0.06% | — | 46 | +82,869 | New | Q3 2026 | Oct 16, 2026 |
| Creative Planning | History | Added to | 77,675 | 8,221 | 0.0% | 0.0% | 47 | +5,021 | 6.91% | Q3 2026 | Nov 02, 2026 |
| Spire Wealth Management | History | Added to | 77,289 | 8,180 | 0.25% | 0.21% | 48 | +9,325 | 13.72% | Q3 2026 | Oct 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 78,381 | 8,090 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 77,417 | 7,990 | 0.52% | 0.52% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Portfolio Strategies, Inc. | History | No change | 76,503 | 7,896 | 0.77% | 0.77% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 76,126 | 7,857 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 75,413 | 7,784 | 0.18% | 0.18% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 74,850 | 7,725 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| David Kennon Inc | History | Reduced | 71,721 | 7,591 | 2.51% | 2.59% | 55 | -4,320 | -5.68% | Q3 2026 | Oct 13, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 69,810 | 7,389 | 0.61% | 0.88% | 56 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 65,305 | 6,740 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 63,108 | 6,679 | 2.39% | 2.29% | 58 | +1,486 | 2.41% | Q3 2026 | Oct 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 62,983 | 6,501 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Sigma Planning Corp | History | Reduced | 59,660 | 6,313 | 0.16% | 0.21% | 60 | -22,227 | -27.14% | Q3 2026 | Oct 23, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 58,593 | 6,201 | 0.72% | 0.72% | 61 | +5 | 0.01% | Q3 2026 | Oct 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 58,600 | 6,048 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 57,783 | 5,964 | 0.8% | 0.8% | 63 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 54,008 | 5,716 | 0.06% | 0.05% | 64 | -445 | -0.82% | Q3 2026 | Oct 20, 2026 |
| B&D White Capital Company, LLC | History | Added to | 53,515 | 5,664 | 0.55% | 0.55% | 65 | +55 | 0.1% | Q3 2026 | Nov 02, 2026 |
| Lido Advisors, LLC | History | Added to | 52,955 | 5,604 | 0.01% | 0.01% | 66 | +2,387 | 4.72% | Q3 2026 | Nov 04, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 52,895 | 5,598 | 0.24% | 0.24% | 67 | -1,928 | -3.52% | Q3 2026 | Nov 04, 2026 |
| Cedar Point Capital Partners, LLC | History | Reduced | 52,479 | 5,554 | 3.18% | 3.12% | 68 | -125 | -0.24% | Q3 2026 | Oct 29, 2026 |
| Arax Advisory Partners | History | No change | 53,629 | 5,535 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 51,382 | 5,303 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 50,950 | 5,259 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 49,642 | 5,124 | 0.24% | 0.24% | 72 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 48,953 | 5,052 | 0.3% | 0.3% | 73 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Moors & Cabot, Inc. | History | No change | 48,648 | 5,021 | 0.2% | 0.2% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 46,876 | 4,961 | 1.17% | 1.14% | 75 | +1,015 | 2.21% | Q3 2026 | Oct 07, 2026 |
| Strategic Blueprint, LLC | History | Added to | 46,585 | 4,930 | 0.24% | 0.24% | 76 | +402 | 0.87% | Q3 2026 | Oct 22, 2026 |
| Madison Wealth Partners, Inc | History | No change | 47,044 | 4,855 | 0.62% | 0.62% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 45,136 | 4,777 | 0.68% | 0.7% | 78 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Keenan, LLC | History | Reduced | 44,752 | 4,736 | 3.25% | 3.54% | 79 | -3,863 | -7.95% | Q3 2026 | Oct 23, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 45,863 | 4,733 | 1.99% | 1.99% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 45,808 | 4,728 | 0.46% | 0.46% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 42,972 | 4,548 | 0.44% | 0.33% | 82 | +11,863 | 38.13% | Q3 2026 | Oct 14, 2026 |
| Roxbury Financial LLC | History | Added to | 42,589 | 4,507 | 3.46% | 3.39% | 83 | +1,034 | 2.49% | Q3 2026 | Oct 01, 2026 |
| Bawa N Mallick Trust | History | No change | 43,000 | 4,438 | 1.44% | 1.44% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Secure Asset Management, LLC | History | Added to | 41,315 | 4,372 | 0.58% | 0.54% | 85 | +4,274 | 11.54% | Q3 2026 | Oct 19, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 41,723 | 4,306 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 39,522 | 4,183 | 0.36% | 0.36% | 87 | -196 | -0.49% | Q3 2026 | Oct 30, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 39,205 | 4,149 | 0.65% | 0.71% | 88 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Summit Financial, LLC | History | No change | 39,506 | 4,077 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 38,389 | 3,962 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 36,598 | 3,869 | 0.24% | 0.23% | 91 | +279 | 0.77% | Q3 2026 | Oct 30, 2026 |
| Baird Financial Group, Inc. | History | No change | 37,417 | 3,862 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Texas Yale Capital Corp. | History | No change | 37,000 | 3,819 | 0.08% | 0.08% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 36,377 | 3,754 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 36,330 | 3,749 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 35,529 | 3,612 | 0.12% | 0.12% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 34,205 | 3,531 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 32,513 | 3,441 | 0.14% | 0.06% | 98 | -2,332 | -6.69% | Q3 2026 | Oct 21, 2026 |
| Arkadios Wealth Advisors | History | No change | 33,319 | 3,439 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 30,500 | 3,148 | 0.26% | 0.26% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trevian Wealth Management LLC | History | No change | 29,976 | 3,094 | 1.32% | 1.32% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | No change | 29,153 | 3,009 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CRA Financial Services, LLC | History | Reduced | 28,382 | 3,003 | 0.33% | 0.34% | 103 | -17 | -0.06% | Q3 2026 | Oct 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 28,655 | 2,957 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HWG Holdings LP | History | Added to | 27,441 | 2,904 | 0.67% | 0.57% | 105 | +3,047 | 12.49% | Q3 2026 | Oct 07, 2026 |
| BFC Planning, Inc. | History | No change | 28,063 | 2,896 | 0.12% | 0.12% | 106 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Variant Private Wealth, LLC | History | Reduced | 27,182 | 2,876 | 2.56% | 3.25% | 107 | -781 | -2.79% | Q3 2026 | Oct 21, 2026 |
| Cerity Partners LLC | History | No change | 26,782 | 2,764 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 25,958 | 2,747 | 0.05% | 0.05% | 109 | -1,017 | -3.77% | Q3 2026 | Oct 16, 2026 |
| PKS Advisory Services, LLC | History | No change | 26,192 | 2,704 | 0.43% | 0.43% | 110 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 25,981 | 2,681 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 25,224 | 2,603 | 0.16% | 0.16% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 24,285 | 2,570 | 0.03% | 0.03% | 113 | -415 | -1.68% | Q3 2026 | Oct 30, 2026 |
| Beckerman Institutional, LLC | History | No change | 23,722 | 2,448 | 1.16% | 1.16% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 23,518 | 2,427 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 23,458 | 2,421 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Management Associates, Inc. | History | No change | 23,038 | 2,377 | 0.66% | 0.66% | 117 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CVFG LLC | History | No change | 22,445 | 2,316 | 0.24% | 0.24% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Destiny Wealth Partners, LLC | History | New | 22,850 | 2,267 | 0.23% | — | 119 | +22,850 | New | Q3 2026 | Nov 04, 2026 |
| Private Advisor Group, LLC | History | No change | 21,553 | 2,224 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | No change | 20,956 | 2,218 | 1.14% | 1.11% | 121 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 20,083 | 2,072 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | No change | 19,315 | 1,993 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 19,093 | 1,970 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hills Bank & Trust Co | History | No change | 19,079 | 1,969 | 0.08% | 0.08% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 18,908 | 1,951 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KM Capital Management Ltd. | History | No change | 18,720 | 1,932 | 0.91% | 0.91% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 18,036 | 1,908 | 0.03% | 0.03% | 128 | -4,031 | -18.27% | Q3 2026 | Oct 15, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 17,677 | 1,870 | 0.76% | 0.75% | 129 | +1 | 0.01% | Q3 2026 | Oct 26, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 17,334 | 1,789 | 0.62% | 0.62% | 130 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hilltop National Bank | History | No change | 16,360 | 1,731 | 0.37% | 0.36% | 131 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 16,581 | 1,711 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 16,240 | 1,676 | 1.18% | 1.18% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 15,601 | 1,610 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 15,101 | 1,598 | 0.61% | 0.63% | 135 | -573 | -3.66% | Q3 2026 | Nov 02, 2026 |
| Financial Partners Group, Inc | History | Reduced | 15,015 | 1,589 | 0.16% | 0.16% | 136 | -10 | -0.07% | Q3 2026 | Oct 19, 2026 |
| Quantinno Capital Management LP | History | No change | 15,188 | 1,567 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortune Financial Group, Inc. | History | Reduced | 14,520 | 1,536 | 1.37% | 1.2% | 138 | -320 | -2.16% | Q3 2026 | Oct 22, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 14,840 | 1,531 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 13,807 | 1,461 | 0.02% | 0.02% | 140 | -96 | -0.69% | Q3 2026 | Nov 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 13,577 | 1,401 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 12,813 | 1,356 | 0.12% | 0.12% | 142 | -73 | -0.57% | Q3 2026 | Nov 02, 2026 |
| Flavin Financial Services, Inc. | History | Reduced | 12,771 | 1,351 | 0.73% | 0.86% | 143 | -1,796 | -12.33% | Q3 2026 | Oct 21, 2026 |
| Tradition Wealth Management, LLC | History | No change | 12,810 | 1,322 | 0.08% | 0.08% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clark Asset Management, LLC | History | Added to | 12,462 | 1,318 | 0.1% | 0.1% | 145 | +631 | 5.33% | Q3 2026 | Oct 19, 2026 |
| Carroll Advisory Group, LLC | History | Reduced | 12,264 | 1,298 | 0.41% | 0.42% | 146 | -132 | -1.06% | Q3 2026 | Oct 16, 2026 |
| Avondale Wealth Management | History | Added to | 12,061 | 1,276 | 0.56% | 0.5% | 147 | +70 | 0.58% | Q3 2026 | Oct 15, 2026 |
| Goodwin Investment Advisory | History | No change | 12,248 | 1,264 | 2.55% | 2.55% | 148 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Corient Private Wealth LP | History | No change | 11,912 | 1,229 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 11,781 | 1,215 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 11,455 | 1,212 | 0.03% | 0.03% | 151 | -84 | -0.73% | Q3 2026 | Oct 16, 2026 |
| Janney Montgomery Scott LLC | History | No change | 11,685 | 1,206 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sowell Financial Services LLC | History | No change | 11,370 | 1,203 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| EP Wealth Advisors, LLC | History | No change | 11,599 | 1,197 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brookstone Capital Management | History | Reduced | 11,177 | 1,183 | 0.01% | 0.01% | 155 | -225 | -1.97% | Q3 2026 | Oct 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 11,172 | 1,182 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Ciovacco Capital Management LLC | History | No change | 11,452 | 1,182 | 0.53% | 0.53% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Eagle Strategies LLC | History | Added to | 11,142 | 1,179 | 0.11% | 0.11% | 158 | +1 | 0.01% | Q3 2026 | Oct 16, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Added to | 10,911 | 1,154 | 0.87% | 0.81% | 160 | +345 | 3.27% | Q3 2026 | Oct 15, 2026 |
| Ridgewood Investments LLC | History | Reduced | 10,910 | 1,154 | 0.43% | 0.43% | 159 | -192 | -1.73% | Q3 2026 | Oct 05, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 10,870 | 1,150 | 0.54% | 0.66% | 162 | -2,974 | -21.48% | Q3 2026 | Oct 20, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 10,870 | 1,150 | 0.2% | 0.2% | 161 | +8 | 0.07% | Q3 2026 | Oct 23, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 10,760 | 1,138 | 0.36% | 0.23% | 163 | +3,649 | 51.31% | Q3 2026 | Oct 23, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 10,462 | 1,107 | 0.25% | 0.25% | 164 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| MATHER GROUP, LLC. | History | No change | 10,303 | 1,090 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 10,564 | 1,090 | 0.06% | 0.06% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 10,289 | 1,088 | 0.23% | 0.22% | 167 | +379 | 3.82% | Q3 2026 | Oct 30, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 10,100 | 1,068 | 0.02% | 0.02% | 169 | -1,447 | -12.53% | Q3 2026 | Nov 03, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 10,350 | 1,068 | 0.44% | 0.44% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Third View Private Wealth, LLC | History | No change | 10,002 | 1,058 | 0.12% | 0.13% | 170 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 9,967 | 1,054 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| MAI Capital Management | History | No change | 10,080 | 1,040 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 10,071 | 1,039 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 9,922 | 1,027 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GTS SECURITIES LLC | History | No change | 9,793 | 1,010 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Calamos Wealth Management LLC | History | Added to | 9,540 | 1,009 | 0.03% | 0.03% | 176 | +450 | 4.95% | Q3 2026 | Nov 02, 2026 |
| Prospera Financial Services Inc | History | Reduced | 10,002 | 1,003 | 0.01% | 0.02% | 177 | -378 | -3.64% | Q3 2026 | Nov 04, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 9,230 | 976 | 0.14% | 0.14% | 178 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 9,197 | 973 | 0.03% | 0.03% | 179 | +72 | 0.79% | Q3 2026 | Oct 23, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 9,247 | 954 | 0.08% | 0.08% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,103 | 939 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 8,933 | 922 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 8,842 | 912 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 8,491 | 876 | 0.06% | 0.06% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Greenhouse Wealth Management, LLC | History | No change | 8,130 | 858 | 0.59% | 0.58% | 185 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| BlackRock, Inc. | History | No change | 8,225 | 849 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 7,990 | 845 | 0.02% | 0.02% | 187 | -55 | -0.68% | Q3 2026 | Oct 13, 2026 |
| Sovran Advisors, LLC | History | Reduced | 8,006 | 826 | 0.06% | 0.06% | 188 | -884 | -9.94% | Q3 2026 | Oct 30, 2026 |
| &PARTNERS | History | No change | 7,915 | 816 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 7,677 | 812 | 0.0% | 0.0% | 190 | -650 | -7.81% | Q3 2026 | Oct 16, 2026 |
| Pacific Point Advisors, LLC | History | No change | 7,730 | 797 | 0.36% | 0.36% | 191 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 7,437 | 787 | 0.02% | 0.02% | 192 | -75 | -1.0% | Q3 2026 | Nov 04, 2026 |
| Merit Financial Group, LLC | History | No change | 7,587 | 783 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 7,575 | 781 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Delta Investment Management, LLC | History | No change | 7,502 | 774 | 0.13% | 0.13% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 7,504 | 774 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Modera Wealth Management, LLC | History | Added to | 7,305 | 773 | 0.01% | 0.01% | 197 | +40 | 0.55% | Q3 2026 | Oct 28, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 7,442 | 767 | 0.13% | 0.13% | 198 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 7,428 | 766 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,425 | 766 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frank, Rimerman Advisors LLC | History | New | 7,220 | 764 | 0.04% | — | 201 | +7,220 | New | Q3 2026 | Oct 16, 2026 |
| Facet Wealth, Inc. | History | Added to | 7,075 | 748 | 0.01% | 0.01% | 202 | +1,455 | 25.89% | Q3 2026 | Nov 04, 2026 |
| Zhang Financial LLC | History | No change | 7,249 | 748 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 7,165 | 739 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 6,908 | 731 | 0.04% | 0.04% | 205 | +307 | 4.65% | Q3 2026 | Nov 03, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 6,841 | 724 | 0.26% | 0.26% | 206 | -10 | -0.15% | Q3 2026 | Oct 28, 2026 |
| NORTHERN TRUST CORP | History | No change | 6,942 | 716 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 6,718 | 711 | 0.01% | 0.0% | 208 | +3,923 | 140.36% | Q3 2026 | Oct 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,860 | 708 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 6,650 | 703 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Procyon Advisors, LLC | History | Reduced | 6,441 | 681 | 0.03% | 1.05% | 211 | -229,071 | -97.27% | Q3 2026 | Oct 21, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 6,419 | 662 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 6,106 | 646 | 0.02% | 0.01% | 213 | +3,214 | 111.13% | Q3 2026 | Oct 13, 2026 |
| Oasis Advisors, LLC | History | New | 6,091 | 644 | 0.27% | — | 214 | +6,091 | New | Q3 2026 | Oct 16, 2026 |
| Cresset Asset Management, LLC | History | No change | 6,117 | 631 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 6,030 | 622 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wisconsin Wealth Advisors, LLC | History | No change | 5,861 | 620 | 0.52% | 0.52% | 217 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Reduced | 5,770 | 610 | 0.56% | 0.56% | 218 | -63 | -1.08% | Q3 2026 | Oct 14, 2026 |
| JB Capital LLC | History | Added to | 5,689 | 602 | 0.02% | 0.02% | 219 | +95 | 1.7% | Q3 2026 | Oct 19, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 5,601 | 592 | 0.29% | 0.28% | 220 | +76 | 1.38% | Q3 2026 | Oct 29, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | No change | 5,525 | 584 | 0.32% | 0.32% | 221 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 5,647 | 582 | 0.06% | 0.06% | 222 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 5,465 | 578 | 0.14% | 0.14% | 223 | -48 | -0.87% | Q3 2026 | Nov 03, 2026 |
| US BANCORP \DE\ | History | No change | 5,497 | 567 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Align Financial, LLC | History | No change | 5,342 | 565 | 0.27% | 0.27% | 225 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 5,288 | 559 | 0.01% | 0.02% | 226 | -4,381 | -45.31% | Q3 2026 | Nov 03, 2026 |
| Kovack Advisors, Inc. | History | No change | 5,400 | 554 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,246 | 541 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 5,200 | 536 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 5,170 | 533 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hershey Financial Advisers, LLC | History | No change | 5,172 | 533 | 0.38% | 0.38% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tenret Co LLC | History | New | 5,000 | 529 | 0.23% | — | 232 | +5,000 | New | Q3 2026 | Nov 02, 2026 |
| Aufman Associates Inc | History | Added to | 4,974 | 526 | 0.22% | 0.2% | 233 | +5 | 0.1% | Q3 2026 | Nov 04, 2026 |
| Latitude Advisors, LLC | History | Added to | 4,968 | 525 | 0.16% | 0.16% | 235 | +1,053 | 26.9% | Q3 2026 | Oct 27, 2026 |
| SMITH, MOORE & CO. | History | No change | 5,093 | 525 | 0.03% | 0.03% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHRISTINE MESSMER PC | History | No change | 5,023 | 518 | 0.29% | 0.29% | 236 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 5,013 | 517 | 0.09% | 0.09% | 237 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Retirement Management Systems Inc. | History | No change | 5,000 | 516 | 0.11% | 0.11% | 238 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 4,869 | 515 | 0.01% | 0.01% | 239 | +25 | 0.52% | Q3 2026 | Oct 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,948 | 510 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighPoint Advisor Group LLC | History | No change | 4,925 | 508 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Indivisible Partners | History | Reduced | 4,794 | 507 | 0.02% | 0.36% | 242 | -57,749 | -92.33% | Q3 2026 | Oct 26, 2026 |
| New England Private Wealth Advisors LLC | History | New | 4,700 | 497 | 0.05% | — | 243 | +4,700 | New | Q3 2026 | Oct 19, 2026 |
| Ballentine Partners, LLC | History | No change | 4,739 | 489 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Accredited Investors Inc. | History | Added to | 4,613 | 488 | 0.02% | 0.02% | 245 | +13 | 0.28% | Q3 2026 | Nov 03, 2026 |
| Ironwood Financial, llc | History | No change | 4,603 | 487 | 0.08% | 0.07% | 246 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 4,524 | 478 | 0.19% | 0.18% | 247 | +181 | 4.17% | Q3 2026 | Oct 21, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 4,394 | 465 | 0.07% | 0.06% | 248 | +275 | 6.68% | Q3 2026 | Nov 03, 2026 |
| PFG Investments, LLC | History | No change | 4,507 | 465 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 4,357 | 461 | 0.02% | 0.02% | 250 | -262 | -5.67% | Q3 2026 | Oct 23, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 4,341 | 448 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 4,318 | 445 | 0.08% | 0.08% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mason & Associates Inc | History | No change | 4,242 | 437 | 0.07% | 0.07% | 253 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cambria Investment Management, L.P. | History | No change | 4,210 | 434 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 4,210 | 434 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eddie Patel Inc | History | Added to | 4,094 | 433 | 0.27% | 0.22% | 256 | +540 | 15.19% | Q3 2026 | Nov 02, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 4,190 | 432 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | No change | 4,023 | 425 | 0.01% | 0.02% | 258 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Meridian Wealth Management, LLC | History | No change | 4,106 | 423 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAYPORT, LLC | History | No change | 4,100 | 423 | 0.07% | 0.07% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | New | 3,986 | 421 | 0.09% | — | 261 | +3,986 | New | Q3 2026 | Nov 03, 2026 |
| Empower Advisory Group, LLC | History | No change | 4,057 | 418 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 3,942 | 417 | 0.02% | 0.02% | 263 | +90 | 2.34% | Q3 2026 | Oct 21, 2026 |
| BAILARD, INC. | History | No change | 3,925 | 415 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Concord Investment Counsel Inc. | History | No change | 4,059 | 414 | 0.11% | 0.11% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 3,723 | 413 | 0.0% | 0.0% | 266 | +490 | 15.16% | Q3 2026 | Oct 16, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 4,001 | 412 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Davidson Kahn Capital Management, LLC | History | Added to | 3,799 | 402 | 0.16% | 0.17% | 268 | +1 | 0.03% | Q3 2026 | Oct 26, 2026 |
| Bath Savings Trust Co | History | No change | 3,736 | 395 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Tiller Private Wealth, Inc. | History | No change | 3,737 | 395 | 0.12% | 0.12% | 270 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Waterloo Capital, L.P. | History | No change | 3,810 | 393 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atomic Invest LLC | History | No change | 3,872 | 393 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| DAVENPORT & Co LLC | History | Added to | 3,702 | 391 | 0.0% | 0.0% | 273 | +1 | 0.03% | Q3 2026 | Oct 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,797 | 391 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covenant Asset Management, LLC | History | No change | 3,670 | 388 | 0.05% | 0.06% | 275 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Soltis Investment Advisors LLC | History | New | 3,567 | 377 | 0.02% | — | 276 | +3,567 | New | Q3 2026 | Oct 28, 2026 |
| Certified Advisory Corp | History | Reduced | 3,529 | 373 | 0.03% | 0.03% | 277 | -339 | -8.76% | Q3 2026 | Oct 29, 2026 |
| Legacy Advisory Services, LLC | History | Reduced | 3,466 | 366 | 0.26% | 0.27% | 278 | -190 | -5.2% | Q3 2026 | Oct 20, 2026 |
| CHOREO, LLC | History | Added to | 3,441 | 364 | 0.0% | 0.0% | 280 | +2 | 0.06% | Q3 2026 | Oct 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,528 | 364 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,414 | 361 | 0.01% | 0.01% | 281 | +1,214 | 55.18% | Q3 2026 | Oct 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 3,498 | 361 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leo Wealth, LLC | History | New | 3,387 | 358 | 0.08% | — | 283 | +3,387 | New | Q3 2026 | Oct 26, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 3,362 | 355 | 0.02% | 0.02% | 284 | -144 | -4.11% | Q3 2026 | Oct 29, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | New | 3,349 | 354 | 0.04% | — | 286 | +3,349 | New | Q3 2026 | Oct 28, 2026 |
| Midwest Trust Co | History | Reduced | 3,352 | 354 | 0.0% | 0.0% | 285 | -30 | -0.89% | Q3 2026 | Oct 22, 2026 |
| Auour Investments LLC | History | No change | 3,330 | 352 | 0.1% | 0.1% | 287 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Key FInancial Inc | History | Added to | 3,308 | 350 | 0.06% | 0.05% | 288 | +165 | 5.25% | Q3 2026 | Nov 02, 2026 |
| Wealth Management Strategies, Inc. | History | No change | 3,379 | 348 | 0.14% | 0.14% | 289 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 3,373 | 348 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verity Asset Management, Inc. | History | Added to | 3,256 | 344 | 0.13% | 0.12% | 291 | +189 | 6.16% | Q3 2026 | Oct 30, 2026 |
| LEE DANNER & BASS INC | History | No change | 3,250 | 343 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Selective Wealth Management, Inc. | History | No change | 3,179 | 334 | 0.08% | 0.08% | 293 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Andina Capital Management, LLC | History | No change | 3,152 | 333 | 0.48% | 0.52% | 294 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 3,122 | 330 | 0.01% | — | 296 | +3,122 | New | Q3 2026 | Oct 13, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 3,119 | 330 | 0.02% | 0.02% | 295 | -377 | -10.78% | Q3 2026 | Nov 02, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,178 | 328 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 3,081 | 326 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 3,122 | 322 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SP Asset Management LLC | History | Added to | 3,010 | 318 | 0.02% | 0.02% | 300 | +3 | 0.1% | Q3 2026 | Nov 04, 2026 |