FIRST TRUST EXCHANGE-TRADED FUND VIII - BUFD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 11,280,816 | 335,265 | 0.08% | 0.08% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 4,060,730 | 123,324 | 5.36% | 5.33% | 2 | +27,938 | 0.69% | Q3 2026 | Oct 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,033,853 | 90,166 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,308,698 | 68,613 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 2,303,098 | 68,448 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 1,840,391 | 55,877 | 11.51% | 11.52% | 6 | +44,357 | 2.47% | Q3 2026 | Oct 16, 2026 |
| Legacy Financial Group LLC | History | No change | 1,739,605 | 51,701 | 5.82% | 5.82% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,368,409 | 41,558 | 0.41% | 0.36% | 8 | +115,091 | 9.18% | Q3 2026 | Oct 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,389,492 | 41,295 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,213,346 | 36,060 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 1,181,777 | 36,020 | 1.23% | 1.09% | 11 | +171,022 | 16.92% | Q3 2026 | Oct 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 917,924 | 27,877 | 0.08% | 0.08% | 12 | +39,928 | 4.55% | Q3 2026 | Nov 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 911,428 | 27,087 | 0.36% | 0.36% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 849,691 | 25,805 | 0.03% | 0.03% | 14 | -2,971 | -0.35% | Q3 2026 | Oct 30, 2026 |
| Brookstone Capital Management | History | Reduced | 814,829 | 24,746 | 0.24% | 0.26% | 15 | -71,745 | -8.09% | Q3 2026 | Oct 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 801,494 | 23,820 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 783,685 | 23,800 | 0.03% | 0.03% | 17 | +19,164 | 2.51% | Q3 2026 | Nov 02, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 708,015 | 21,042 | 10.04% | 10.04% | 18 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RFG Advisory, LLC | History | Added to | 666,816 | 20,251 | 0.29% | 0.27% | 19 | +92,322 | 16.07% | Q3 2026 | Nov 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 631,619 | 19,182 | 0.04% | — | 20 | +631,619 | New | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 552,359 | 16,416 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 499,610 | 14,848 | 0.09% | 0.09% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 412,978 | 12,273 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 396,660 | 12,046 | 0.13% | 0.13% | 24 | -5,920 | -1.47% | Q3 2026 | Oct 30, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 403,291 | 11,985 | 0.12% | 0.12% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Santori & Peters, Inc. | History | Added to | 380,795 | 11,564 | 3.11% | 3.08% | 26 | +13,288 | 3.62% | Q3 2026 | Oct 26, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 380,738 | 11,315 | 0.07% | 0.07% | 27 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 372,462 | 11,311 | 1.79% | 1.85% | 28 | -23,115 | -5.84% | Q3 2026 | Oct 15, 2026 |
| CreativeOne Wealth, LLC | History | No change | 337,936 | 10,043 | 0.22% | 0.22% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 330,326 | 10,031 | 5.17% | 5.16% | 30 | +18,782 | 6.03% | Q3 2026 | Oct 26, 2026 |
| Simplicity Wealth,LLC | History | Added to | 329,494 | 10,006 | 0.29% | 0.32% | 31 | +10,041 | 3.14% | Q3 2026 | Oct 23, 2026 |
| Mariner, LLC | History | No change | 304,936 | 9,062 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 299,887 | 8,912 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 289,001 | 8,589 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 260,471 | 7,741 | 3.19% | 3.19% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jacobi Capital Management LLC | History | No change | 255,285 | 7,587 | 0.37% | 0.37% | 36 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 234,164 | 7,112 | 0.18% | 0.17% | 37 | +12,113 | 5.46% | Q3 2026 | Oct 22, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 217,270 | 6,598 | 1.01% | 0.98% | 38 | +18,361 | 9.23% | Q3 2026 | Oct 21, 2026 |
| Advisory Services Network, LLC | History | No change | 197,488 | 5,869 | 0.07% | 0.07% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 177,200 | 5,266 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MIRAMONTES CAPITAL, LLC | History | Added to | 171,432 | 5,206 | 1.57% | 1.44% | 41 | +15,280 | 9.79% | Q3 2026 | Oct 16, 2026 |
| Equitable Holdings, Inc. | History | No change | 172,520 | 5,127 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Atria Investments, Inc | History | Added to | 164,014 | 4,981 | 0.05% | 0.04% | 43 | +17,224 | 11.73% | Q3 2026 | Oct 15, 2026 |
| Prospera Financial Services Inc | History | No change | 149,280 | 4,436 | 0.06% | 0.06% | 44 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sigma Planning Corp | History | Reduced | 141,905 | 4,305 | 0.11% | 0.12% | 45 | -17,356 | -10.9% | Q3 2026 | Oct 23, 2026 |
| HighPoint Advisor Group LLC | History | No change | 144,705 | 4,300 | 0.15% | 0.15% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Symphony Financial Services, Inc. | History | No change | 136,837 | 4,066 | 1.83% | 1.83% | 47 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealth Watch Advisors, INC | History | No change | 136,740 | 4,063 | 1.32% | 1.32% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 124,613 | 3,784 | 0.0% | 0.0% | 49 | +1,241 | 1.01% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 120,042 | 3,672 | 0.01% | 0.01% | 50 | +9,986 | 9.07% | Q3 2026 | Oct 13, 2026 |
| Apollon Financial, LLC | History | No change | 101,898 | 3,094 | 0.35% | 0.36% | 51 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 98,547 | 2,928 | 0.19% | 0.19% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sun Financial Inc | History | No change | 95,987 | 2,903 | 1.37% | 1.37% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compass Financial Services Inc | History | No change | 96,376 | 2,864 | 1.07% | 1.07% | 54 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Nicholas Wealth, LLC. | History | Added to | 93,772 | 2,847 | 1.49% | 0.69% | 55 | +51,419 | 121.41% | Q3 2026 | Oct 26, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 90,843 | 2,758 | 0.81% | 1.01% | 56 | -21,887 | -19.42% | Q3 2026 | Oct 15, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 92,320 | 2,743 | 0.09% | 0.09% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 90,285 | 2,741 | 0.05% | 0.05% | 58 | -953 | -1.04% | Q3 2026 | Oct 16, 2026 |
| Maridea Wealth Management LLC | History | No change | 91,344 | 2,714 | 0.29% | 0.29% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Richmond Investment Services, LLC | History | Added to | 84,951 | 2,579 | 0.82% | 0.7% | 60 | +10,984 | 14.85% | Q3 2026 | Oct 29, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 84,171 | 2,501 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Benson Wealth Management INC | History | No change | 82,790 | 2,460 | 2.48% | 2.48% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Five Pine Wealth Management | History | Reduced | 80,049 | 2,431 | 1.37% | 1.37% | 63 | -1,403 | -1.72% | Q3 2026 | Oct 19, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 80,437 | 2,391 | 0.09% | 0.09% | 64 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Western Wealth Management, LLC | History | No change | 78,640 | 2,337 | 0.08% | 0.08% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 76,899 | 2,285 | 0.7% | 0.7% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 75,145 | 2,282 | 0.11% | 0.08% | 67 | +18,401 | 32.43% | Q3 2026 | Oct 14, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 75,111 | 2,281 | 0.13% | 0.14% | 68 | -5,137 | -6.4% | Q3 2026 | Oct 26, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 76,241 | 2,265 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Maia Wealth LLC | History | Reduced | 74,222 | 2,254 | 0.31% | 0.33% | 70 | -507 | -0.68% | Q3 2026 | Oct 19, 2026 |
| Integrity Financial Corp /WA | History | No change | 75,059 | 2,230 | 1.07% | 1.07% | 71 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 71,396 | 2,168 | 0.23% | — | 72 | +71,396 | New | Q3 2026 | Oct 28, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 71,206 | 2,162 | 0.47% | 0.46% | 73 | +754 | 1.07% | Q3 2026 | Oct 23, 2026 |
| Family Capital Management, Inc. | History | Added to | 70,426 | 2,138 | 0.82% | 0.75% | 74 | +5,490 | 8.45% | Q3 2026 | Nov 03, 2026 |
| AE Wealth Management LLC | History | No change | 69,025 | 2,051 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 68,671 | 2,040 | 0.57% | 0.57% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tradition Wealth Management, LLC | History | No change | 67,290 | 1,999 | 0.12% | 0.12% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 62,086 | 1,885 | 0.09% | 0.08% | 78 | +8,490 | 15.84% | Q3 2026 | Oct 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 55,936 | 1,662 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Claro Advisors Inc. | History | Reduced | 53,296 | 1,618 | 0.16% | 0.17% | 80 | -975 | -1.8% | Q3 2026 | Nov 02, 2026 |
| Echo Wealth Management, LLC | History | Added to | 52,742 | 1,601 | 0.79% | 0.72% | 81 | +5,099 | 10.7% | Q3 2026 | Oct 15, 2026 |
| Sanctuary Advisors, LLC | History | No change | 51,876 | 1,541 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 50,340 | 1,528 | 0.17% | 0.17% | 83 | -425 | -0.84% | Q3 2026 | Oct 30, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 50,663 | 1,505 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Strategies Group, Inc. | History | No change | 49,347 | 1,474 | 0.23% | 0.23% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 43,900 | 1,333 | 0.12% | 0.08% | 86 | +16,753 | 61.71% | Q3 2026 | Oct 26, 2026 |
| VIMA LLC | History | Reduced | 42,862 | 1,301 | 1.33% | 1.25% | 87 | -170 | -0.4% | Q3 2026 | Oct 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 42,280 | 1,256 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 42,140 | 1,252 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | No change | 42,031 | 1,249 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 39,175 | 1,189 | 0.04% | 0.03% | 91 | +5,466 | 16.22% | Q3 2026 | Oct 29, 2026 |
| Arax Advisory Partners | History | No change | 39,736 | 1,180 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 39,413 | 1,168 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 39,190 | 1,164 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LifeWealth Investments, LLC | History | Added to | 38,184 | 1,159 | 0.32% | 0.29% | 96 | +1,682 | 4.61% | Q3 2026 | Oct 21, 2026 |
| Inspire Advisors, LLC | History | No change | 39,006 | 1,159 | 0.08% | 0.08% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capasso Planning Partners LLC | History | No change | 36,710 | 1,091 | 0.54% | 0.54% | 97 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 35,893 | 1,066 | 0.24% | 0.24% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pallas Capital Advisors LLC | History | No change | 33,047 | 982 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 32,884 | 977 | 0.42% | 0.42% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | No change | 31,957 | 950 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 31,159 | 946 | 0.55% | 0.54% | 102 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| HighTower Advisors, LLC | History | No change | 30,805 | 915 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valmark Advisers, Inc. | History | No change | 30,072 | 893 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 29,498 | 876 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 29,143 | 866 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 28,458 | 864 | 0.34% | 0.34% | 107 | -713 | -2.44% | Q3 2026 | Oct 21, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | No change | 28,591 | 849 | 0.44% | 0.44% | 108 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EdgeRock Capital LLC | History | No change | 27,524 | 835 | 0.18% | 0.19% | 109 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 27,839 | 827 | 0.19% | 0.19% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | No change | 27,820 | 826 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 26,991 | 819 | 0.07% | 0.07% | 112 | +128 | 0.48% | Q3 2026 | Oct 28, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 26,991 | 819 | 0.09% | 0.09% | 113 | +128 | 0.48% | Q3 2026 | Oct 28, 2026 |
| Harvest Investment Services, LLC | History | No change | 25,529 | 758 | 0.12% | 0.12% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 25,475 | 757 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 25,328 | 752 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 24,537 | 729 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSA Advisors, Inc. | History | No change | 24,022 | 713 | 0.33% | 0.33% | 118 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23,135 | 702 | 0.0% | 0.0% | 119 | +17,297 | 296.28% | Q3 2026 | Oct 08, 2026 |
| Mutual Advisors, LLC | History | No change | 23,365 | 694 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 23,140 | 687 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 23,140 | 687 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 21,774 | 661 | 0.37% | 0.36% | 123 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BAM Wealth Management, LLC | History | Added to | 21,152 | 642 | 0.35% | 0.2% | 124 | +10,502 | 98.61% | Q3 2026 | Oct 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 19,666 | 597 | 0.03% | — | 126 | +19,666 | New | Q3 2026 | Nov 03, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 19,681 | 597 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 19,652 | 596 | 0.05% | 0.05% | 127 | -1,058 | -5.11% | Q3 2026 | Oct 20, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 19,370 | 588 | 0.17% | 0.17% | 128 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Castleview Partners, LLC | History | Reduced | 19,053 | 578 | 0.25% | 0.28% | 129 | -2,488 | -11.55% | Q3 2026 | Oct 09, 2026 |
| Accurate Wealth Management, LLC | History | New | 18,570 | 569 | 0.05% | — | 131 | +18,570 | New | Q3 2026 | Oct 20, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 19,156 | 569 | 0.17% | 0.17% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 18,720 | 568 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Strategic Blueprint, LLC | History | No change | 18,645 | 566 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 18,616 | 565 | 0.2% | 0.2% | 134 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Kovack Advisors, Inc. | History | No change | 18,853 | 560 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONECO ADVISORS, LLC | History | No change | 18,379 | 546 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Soltis Investment Advisors LLC | History | No change | 17,138 | 520 | 0.02% | 0.03% | 137 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 16,959 | 504 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WCG Wealth Advisors LLC | History | No change | 16,542 | 491 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Macro Advisors, Inc. | History | No change | 15,975 | 474 | 0.15% | 0.15% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Chris Bulman Inc | History | Added to | 15,478 | 470 | 0.16% | 0.16% | 141 | +493 | 3.29% | Q3 2026 | Oct 20, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 15,447 | 469 | 0.03% | 0.03% | 142 | +555 | 3.73% | Q3 2026 | Oct 16, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 15,469 | 469 | 0.15% | 0.15% | 143 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 15,024 | 456 | 0.01% | 0.01% | 144 | -15,335 | -50.51% | Q3 2026 | Oct 28, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 15,189 | 451 | 0.09% | 0.09% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 14,583 | 433 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 14,150 | 429 | 0.08% | 0.08% | 147 | +402 | 2.92% | Q3 2026 | Oct 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 14,058 | 426 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | No change | 14,309 | 425 | 0.3% | 0.3% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 14,209 | 422 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CoreCap Advisors, LLC | History | Added to | 13,884 | 421 | 0.01% | 0.01% | 151 | +654 | 4.94% | Q3 2026 | Oct 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 13,920 | 413 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PLANWISER FINANCIAL, LLC | History | No change | 13,703 | 407 | 0.28% | 0.28% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TopTier Wealth Management, LLC | History | No change | 13,331 | 404 | 0.24% | 0.24% | 154 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| IHT Wealth Management, LLC | History | No change | 13,566 | 403 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 13,261 | 394 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 12,834 | 389 | 0.16% | 0.1% | 158 | +4,708 | 57.94% | Q3 2026 | Oct 23, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 12,830 | 389 | 0.03% | 0.04% | 157 | -475 | -3.57% | Q3 2026 | Oct 16, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 12,915 | 383 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 12,282 | 373 | 0.06% | 0.06% | 160 | -350 | -2.77% | Q3 2026 | Oct 19, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 11,960 | 363 | 0.03% | 0.02% | 161 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Sowell Financial Services LLC | History | Reduced | 11,936 | 362 | 0.01% | 0.01% | 162 | -400 | -3.24% | Q3 2026 | Oct 23, 2026 |
| Sovran Advisors, LLC | History | New | 11,548 | 353 | 0.02% | — | 163 | +11,548 | New | Q3 2026 | Oct 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 11,622 | 352 | 0.0% | 0.01% | 164 | -17,077 | -59.5% | Q3 2026 | Oct 16, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 11,413 | 339 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PKS Advisory Services, LLC | History | No change | 11,016 | 327 | 0.05% | 0.05% | 166 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Goldenstone Wealth Management LLC | History | No change | 10,750 | 319 | 0.21% | 0.21% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Regal Investment Advisors LLC | History | No change | 10,549 | 313 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schear Investment Advisers, LLC | History | New | 10,080 | 306 | 0.04% | — | 170 | +10,080 | New | Q3 2026 | Oct 14, 2026 |
| Tempo Wealth, LLC | History | Reduced | 10,080 | 306 | 0.04% | 0.05% | 169 | -883 | -8.05% | Q3 2026 | Oct 14, 2026 |
| Global Assets Advisory, LLC | History | No change | 9,874 | 301 | 0.07% | 0.06% | 171 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| VestGen Advisors, LLC | History | Added to | 9,682 | 294 | 0.01% | 0.01% | 172 | +2,604 | 36.79% | Q3 2026 | Oct 27, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,225 | 274 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 9,191 | 273 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HB Wealth Management, LLC | History | No change | 8,986 | 272 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Essex Financial Services, Inc. | History | No change | 8,442 | 250 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Designs Corp | History | Added to | 8,169 | 248 | 0.13% | 0.12% | 177 | +489 | 6.37% | Q3 2026 | Oct 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 8,332 | 247 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Advisors Capital Management, LLC | History | No change | 8,214 | 244 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Wealth Partners, LLC | History | No change | 8,243 | 244 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Darden Wealth Group Inc | History | No change | 8,203 | 243 | 0.1% | 0.1% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 8,034 | 238 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Advisors Network LLC | History | Added to | 7,733 | 234 | 0.01% | 0.01% | 183 | +194 | 2.57% | Q3 2026 | Oct 20, 2026 |
| Encompass More Asset Management | History | Reduced | 7,661 | 232 | 0.03% | 0.04% | 184 | -1,119 | -12.74% | Q3 2026 | Oct 16, 2026 |
| SMITH, MOORE & CO. | History | No change | 7,677 | 228 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisor Resource Council | History | No change | 7,665 | 227 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Core Wealth Partners LLC | History | No change | 7,438 | 225 | 0.09% | 0.09% | 187 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Vise Technologies, Inc. | History | Reduced | 7,228 | 219 | 0.0% | 0.0% | 188 | -8 | -0.11% | Q3 2026 | Oct 28, 2026 |
| Virtus Wealth Solutions LLC | History | New | 6,695 | 203 | 0.03% | — | 189 | +6,695 | New | Q3 2026 | Nov 03, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 6,555 | 199 | 0.02% | 0.02% | 190 | -2,360 | -26.47% | Q3 2026 | Nov 02, 2026 |
| ASSETMARK, INC | History | Added to | 6,266 | 190 | 0.0% | 0.0% | 191 | +2,599 | 70.88% | Q3 2026 | Oct 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 5,408 | 160 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 3,692 | 112 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Front Row Advisors LLC | History | No change | 3,481 | 105 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | New | 3,400 | 103 | 0.02% | — | 195 | +3,400 | New | Q3 2026 | Oct 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 2,513 | 76 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Asset Dedication, LLC | History | Reduced | 2,475 | 75 | 0.0% | 0.01% | 197 | -650 | -20.8% | Q3 2026 | Nov 02, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 2,235 | 66 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 2,103 | 63 | 0.02% | 0.02% | 199 | -132 | -5.91% | Q3 2026 | Oct 23, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,750 | 52 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Next Level Wealth Planning, LLC | History | New | 1,478 | 44 | 0.02% | — | 201 | +1,478 | New | Q3 2026 | Oct 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,435 | 42 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,287 | 38 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,045 | 31 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 980 | 29 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 995 | 29 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Rossby Financial, LCC | History | No change | 885 | 26 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 586,835 | 22 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | New | 484 | 14 | 0.0% | — | 209 | +484 | New | Q3 2026 | Oct 30, 2026 |
| Nova Wealth Management, Inc. | History | No change | 469 | 13 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Regatta Research & Money Management | History | No change | 470 | 13 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 358 | 10 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 350 | 10 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 273 | 8 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | No change | 296 | 8 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Root Financial Partners, LLC | History | New | 252 | 7 | 0.0% | — | 217 | +252 | New | Q3 2026 | Oct 21, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 240 | 7 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 150 | 4 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 88 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 88 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -931,763 | -100.0% | Q3 2026 | Oct 21, 2026 |
| BIP Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -31,084 | -100.0% | Q3 2026 | Oct 22, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.17% | — | -15,594 | -100.0% | Q3 2026 | Oct 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,731 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,050 | -100.0% | Q3 2026 | Oct 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,246 | -100.0% | Q3 2026 | Nov 02, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q3 2026 | Nov 03, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |