FIRST TRUST EXCHANGE-TRADED FUND VIII - BUFQ
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 | 8,862,303 | 348,022 | 0.08% | 0.08% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 1,840,918 | 72,292 | 0.07% | 0.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,450,393 | 56,956 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,379,944 | 54,190 | 0.55% | 0.55% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,090,086 | 42,806 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,032,527 | 40,547 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 884,967 | 34,752 | 0.1% | 0.1% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 777,379 | 31,499 | 0.04% | 0.04% | 8 | +15,853 | 2.08% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 718,291 | 28,207 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 681,864 | 27,637 | 5.69% | 4.95% | 10 | +97,676 | 16.72% | Q3 2026 | Oct 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 656,299 | 26,593 | 0.06% | — | 11 | +656,299 | New | Q3 2026 | Nov 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 627,075 | 24,625 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 538,560 | 21,149 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 485,448 | 19,063 | 0.09% | 0.09% | 14 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 421,321 | 17,071 | 4.23% | 3.99% | 15 | +15,574 | 3.84% | Q3 2026 | Nov 02, 2026 |
| Equitable Holdings, Inc. | History | No change | 417,888 | 16,410 | 0.1% | 0.1% | 16 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 386,233 | 15,167 | 0.2% | 0.2% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 342,180 | 13,865 | 0.02% | 0.01% | 18 | +30,947 | 9.94% | Q3 2026 | Oct 30, 2026 |
| Sequent Planning LLC | History | No change | 327,898 | 12,876 | 2.75% | 2.75% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 313,074 | 12,685 | 6.54% | 6.51% | 20 | +15,703 | 5.28% | Q3 2026 | Oct 26, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 297,449 | 12,052 | 0.03% | 0.04% | 21 | +16,393 | 5.83% | Q3 2026 | Nov 02, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 305,295 | 11,988 | 0.08% | 0.08% | 22 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Seros Financial, LLC | History | Added to | 287,456 | 11,647 | 5.92% | 5.67% | 23 | +10,388 | 3.75% | Q3 2026 | Oct 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 231,736 | 9,100 | 0.19% | 0.19% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Macro Advisors, Inc. | History | No change | 214,906 | 8,439 | 2.69% | 2.69% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 192,354 | 7,794 | 0.29% | 0.35% | 26 | -42,486 | -18.09% | Q3 2026 | Oct 26, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 195,474 | 7,676 | 0.24% | 0.24% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 181,885 | 7,369 | 4.39% | 4.25% | 28 | -1,602 | -0.87% | Q3 2026 | Oct 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 178,769 | 7,014 | 0.09% | 0.05% | 29 | +99,554 | 125.68% | Q3 2026 | Nov 04, 2026 |
| Accel Wealth Management | History | Added to | 171,672 | 6,956 | 1.5% | 1.38% | 30 | +15,258 | 9.75% | Q3 2026 | Oct 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 170,386 | 6,691 | 2.76% | 2.76% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 163,068 | 6,607 | 1.93% | 1.98% | 32 | -4,643 | -2.77% | Q3 2026 | Oct 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 158,667 | 6,230 | 2.85% | 2.85% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Added to | 134,316 | 5,442 | 0.05% | 0.05% | 34 | +7,779 | 6.15% | Q3 2026 | Oct 15, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 134,545 | 5,249 | 1.56% | 1.62% | 35 | -1,566 | -1.15% | Q3 2026 | Nov 04, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 123,612 | 4,854 | 0.16% | 0.16% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 119,384 | 4,688 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 114,748 | 4,649 | 1.66% | 1.61% | 38 | +4,957 | 4.51% | Q3 2026 | Oct 21, 2026 |
| IFG Advisory, LLC | History | No change | 117,256 | 4,604 | 0.16% | 0.16% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pitti Group Wealth Management, LLC | History | No change | 111,014 | 4,359 | 3.18% | 3.18% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 110,511 | 4,339 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 105,306 | 4,266 | 0.07% | 0.05% | 42 | +40,529 | 62.57% | Q3 2026 | Nov 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 103,488 | 4,193 | 0.19% | 0.27% | 43 | -40,099 | -27.93% | Q3 2026 | Nov 04, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 94,878 | 3,844 | 0.35% | 0.3% | 44 | +10,914 | 13.0% | Q3 2026 | Nov 02, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 94,532 | 3,824 | 0.68% | 0.64% | 45 | +7,035 | 8.04% | Q3 2026 | Nov 03, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 96,498 | 3,789 | 0.86% | 0.86% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 84,383 | 3,419 | 0.04% | 0.03% | 47 | +23,048 | 37.58% | Q3 2026 | Oct 26, 2026 |
| Advisory Services Network, LLC | History | No change | 86,171 | 3,383 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 82,575 | 3,345 | 1.42% | 1.33% | 49 | +2,207 | 2.75% | Q3 2026 | Nov 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 82,168 | 3,329 | 0.06% | 0.06% | 50 | +2,174 | 2.72% | Q3 2026 | Oct 21, 2026 |
| Kovack Advisors, Inc. | History | No change | 84,665 | 3,307 | 0.16% | 0.16% | 51 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Richmond Investment Services, LLC | History | Added to | 80,931 | 3,279 | 1.04% | 0.91% | 52 | +7,705 | 10.52% | Q3 2026 | Oct 29, 2026 |
| Sanctuary Advisors, LLC | History | No change | 80,972 | 3,179 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighPoint Advisor Group LLC | History | No change | 79,630 | 3,127 | 0.11% | 0.11% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prism Advisors, Inc. | History | Reduced | 76,578 | 3,122 | 0.78% | 1.54% | 55 | -84,513 | -52.46% | Q3 2026 | Oct 09, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 78,917 | 3,099 | 0.75% | 0.75% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Midwest Financial Group LLC | History | Added to | 74,712 | 3,027 | 1.02% | 1.02% | 57 | +621 | 0.84% | Q3 2026 | Oct 15, 2026 |
| Goldenstone Wealth Management LLC | History | Reduced | 73,756 | 2,988 | 1.88% | 2.08% | 58 | -7,300 | -9.01% | Q3 2026 | Nov 04, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 70,835 | 2,870 | 1.13% | 1.17% | 59 | -5,805 | -7.57% | Q3 2026 | Oct 21, 2026 |
| Optivise Advisory Services LLC | History | Added to | 63,730 | 2,582 | 1.27% | 0.94% | 60 | +16,445 | 34.78% | Q3 2026 | Oct 16, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 65,331 | 2,565 | 0.15% | 0.15% | 61 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Maridea Wealth Management LLC | History | No change | 64,862 | 2,547 | 0.28% | 0.28% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 64,777 | 2,543 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 58,920 | 2,387 | 0.04% | 0.02% | 64 | +36,104 | 158.24% | Q3 2026 | Oct 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 60,286 | 2,367 | 0.06% | 0.06% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Reduced | 54,839 | 2,222 | 0.02% | 0.02% | 66 | -2,341 | -4.09% | Q3 2026 | Oct 22, 2026 |
| Mariner, LLC | History | No change | 53,883 | 2,115 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 51,330 | 2,079 | 1.41% | 1.33% | 68 | -1,323 | -2.51% | Q3 2026 | Oct 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 52,283 | 2,053 | 0.21% | 0.21% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HFG Advisors, Inc. | History | No change | 48,940 | 1,921 | 1.2% | 1.2% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LexAurum Advisors, LLC | History | Added to | 46,995 | 1,904 | 0.21% | 0.16% | 71 | +11,867 | 33.78% | Q3 2026 | Oct 19, 2026 |
| Ignite Planners, LLC | History | Added to | 46,859 | 1,898 | 0.25% | 0.25% | 72 | +328 | 0.7% | Q3 2026 | Oct 14, 2026 |
| RFG Advisory, LLC | History | Added to | 46,283 | 1,875 | 0.03% | 0.03% | 73 | +1,139 | 2.52% | Q3 2026 | Nov 03, 2026 |
| Rubicon Advisors, GP | History | No change | 44,936 | 1,820 | 1.27% | 1.28% | 74 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 44,333 | 1,796 | 0.18% | 0.13% | 75 | +6,639 | 17.61% | Q3 2026 | Oct 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 44,753 | 1,757 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VIMA LLC | History | Reduced | 42,420 | 1,718 | 1.75% | 1.72% | 77 | -2,496 | -5.56% | Q3 2026 | Oct 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 43,516 | 1,708 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 41,059 | 1,612 | 0.09% | 0.09% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 39,673 | 1,607 | 0.66% | 1.01% | 80 | -75,068 | -65.42% | Q3 2026 | Oct 14, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 39,046 | 1,582 | 0.11% | 0.07% | 81 | +10,115 | 34.96% | Q3 2026 | Oct 08, 2026 |
| SLT Holdings LLC | History | Reduced | 38,684 | 1,567 | 0.92% | 0.96% | 82 | -534 | -1.36% | Q3 2026 | Oct 15, 2026 |
| Western Wealth Management, LLC | History | No change | 36,710 | 1,441 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 32,450 | 1,274 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 31,003 | 1,217 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 29,997 | 1,177 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 28,784 | 1,166 | 0.07% | 0.02% | 87 | +20,744 | 258.01% | Q3 2026 | Oct 16, 2026 |
| IFP Advisors, Inc | History | Added to | 26,845 | 1,087 | 0.02% | 0.02% | 88 | +119 | 0.45% | Q3 2026 | Oct 16, 2026 |
| Intrua Financial, LLC | History | Reduced | 26,596 | 1,077 | 0.1% | 0.1% | 89 | -572 | -2.11% | Q3 2026 | Oct 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 27,003 | 1,060 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Soltis Investment Advisors LLC | History | No change | 25,276 | 1,024 | 0.05% | 0.06% | 91 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 25,990 | 1,020 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tradition Wealth Management, LLC | History | No change | 25,180 | 988 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| National Wealth Management Group, LLC | History | Added to | 24,377 | 987 | 0.28% | 0.18% | 94 | +9,864 | 67.97% | Q3 2026 | Oct 26, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 24,137 | 978 | 0.02% | 0.01% | 95 | +10,401 | 75.72% | Q3 2026 | Oct 28, 2026 |
| CreativeOne Wealth, LLC | History | No change | 24,337 | 955 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 23,524 | 953 | 0.09% | 0.07% | 97 | +7,491 | 46.72% | Q3 2026 | Oct 27, 2026 |
| Procyon Advisors, LLC | History | No change | 23,408 | 948 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 23,688 | 930 | 0.21% | 0.21% | 99 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 22,238 | 901 | 0.01% | 0.01% | 100 | -3,177 | -12.5% | Q3 2026 | Oct 30, 2026 |
| NOVEM GROUP | History | Reduced | 21,063 | 853 | 0.08% | 0.08% | 101 | -202 | -0.95% | Q3 2026 | Oct 19, 2026 |
| UPTICK PARTNERS, LLC | History | New | 20,727 | 839 | 0.12% | — | 102 | +20,727 | New | Q3 2026 | Nov 04, 2026 |
| Opus Financial Solutions LLC | History | No change | 21,250 | 834 | 0.67% | 0.67% | 103 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chris Bulman Inc | History | Added to | 19,390 | 785 | 0.28% | 0.25% | 104 | +1,691 | 9.55% | Q3 2026 | Oct 20, 2026 |
| Harvest Investment Services, LLC | History | No change | 19,974 | 784 | 0.12% | 0.12% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 19,669 | 772 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 19,598 | 769 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 19,222 | 754 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 18,811 | 738 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Goldstone Financial Group, LLC | History | No change | 18,671 | 733 | 0.07% | 0.07% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stonebridge Financial Group, LLC | History | New | 18,045 | 731 | 0.05% | — | 111 | +18,045 | New | Q3 2026 | Oct 01, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 18,299 | 718 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 17,109 | 693 | 0.42% | 0.33% | 113 | +3,647 | 27.09% | Q3 2026 | Oct 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 15,771 | 639 | 0.03% | 0.01% | 114 | -1 | -0.01% | Q3 2026 | Oct 21, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 15,847 | 622 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IHT Wealth Management, LLC | History | No change | 15,800 | 620 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ODonnell Financial Services, LLC | History | No change | 15,721 | 617 | 0.18% | 0.18% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McKinney Capital Management, LLC | History | No change | 15,288 | 600 | 0.24% | 0.24% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealth Watch Advisors, INC | History | No change | 14,790 | 580 | 0.19% | 0.19% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 14,274 | 560 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 13,714 | 556 | 0.0% | 0.0% | 121 | -104 | -0.75% | Q3 2026 | Oct 26, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 14,111 | 554 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 13,770 | 540 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 13,236 | 536 | 0.15% | 0.15% | 124 | +7 | 0.05% | Q3 2026 | Oct 23, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 13,121 | 515 | 0.22% | 0.22% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 13,112 | 514 | 0.2% | 0.2% | 126 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FLAGSTAR SECURITIES, INC | History | Reduced | 12,563 | 509 | 0.15% | 0.15% | 127 | -253 | -1.97% | Q3 2026 | Oct 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 11,557 | 468 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Summit Financial, LLC | History | No change | 11,868 | 466 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Symphony Financial Services, Inc. | History | No change | 11,546 | 453 | 0.2% | 0.2% | 130 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STEPHENS INC /AR/ | History | No change | 10,896 | 427 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Accurate Wealth Management, LLC | History | No change | 10,206 | 416 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 10,458 | 410 | 0.13% | 0.13% | 133 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Visionary Wealth Advisors | History | Reduced | 10,012 | 405 | 0.02% | 0.02% | 134 | -162 | -1.59% | Q3 2026 | Nov 04, 2026 |
| Sovran Advisors, LLC | History | Reduced | 9,957 | 398 | 0.03% | 0.03% | 135 | -975 | -8.92% | Q3 2026 | Oct 30, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 9,819 | 397 | 0.17% | 0.17% | 136 | -14 | -0.14% | Q3 2026 | Nov 04, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 9,431 | 382 | 0.25% | 0.34% | 137 | -3,315 | -26.01% | Q3 2026 | Oct 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 9,572 | 375 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 9,246 | 374 | 0.0% | 0.0% | 139 | +2,000 | 27.6% | Q3 2026 | Oct 28, 2026 |
| VestGen Advisors, LLC | History | Added to | 8,675 | 351 | 0.01% | 0.01% | 141 | +2,160 | 33.15% | Q3 2026 | Oct 27, 2026 |
| HBK Sorce Advisory LLC | History | No change | 8,934 | 351 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ascentis Independent Advisors | History | New | 8,595 | 348 | 0.02% | — | 143 | +8,595 | New | Q3 2026 | Nov 03, 2026 |
| Bison Wealth, LLC | History | No change | 8,537 | 348 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Balboa Wealth Partners | History | No change | 8,578 | 347 | 0.05% | 0.05% | 144 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| StoneX Group Inc. | History | Reduced | 8,097 | 328 | 0.01% | 0.01% | 145 | -303 | -3.61% | Q3 2026 | Nov 03, 2026 |
| Diligent Investors, LLC | History | No change | 7,950 | 322 | 0.07% | 0.07% | 146 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 7,415 | 300 | 0.02% | 0.01% | 147 | +3,299 | 80.15% | Q3 2026 | Oct 26, 2026 |
| SMITH, MOORE & CO. | History | No change | 7,566 | 297 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,177 | 281 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Synergy Asset Management, LLC | History | No change | 7,166 | 281 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 6,933 | 280 | 0.07% | 0.05% | 151 | +1,493 | 27.44% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,857 | 279 | 0.0% | 0.0% | 152 | -1,381 | -16.76% | Q3 2026 | Oct 13, 2026 |
| Advisory Alpha, LLC | History | No change | 6,844 | 268 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sharper & Granite LLC | History | No change | 7,378 | 260 | 0.09% | 0.09% | 154 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| PFG Investments, LLC | History | No change | 6,623 | 260 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 6,399 | 259 | 0.01% | 0.03% | 156 | -21,997 | -77.47% | Q3 2026 | Oct 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 6,560 | 257 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 6,313 | 255 | 0.01% | 0.01% | 158 | +410 | 6.95% | Q3 2026 | Oct 16, 2026 |
| MATAURO, LLC | History | New | 6,249 | 253 | 0.03% | — | 159 | +6,249 | New | Q3 2026 | Nov 03, 2026 |
| Advisors Capital Management, LLC | History | No change | 6,274 | 246 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Koshinski Asset Management, Inc. | History | New | 6,068 | 245 | 0.01% | — | 161 | +6,068 | New | Q3 2026 | Oct 29, 2026 |
| 71 West Capital Partners | History | New | 6,037 | 244 | 0.01% | — | 162 | +6,037 | New | Q3 2026 | Nov 04, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 5,795 | 234 | 0.08% | 0.08% | 163 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Catalyst Investment Management LLC | History | Reduced | 5,645 | 228 | 0.2% | 1.98% | 164 | -50,030 | -89.86% | Q3 2026 | Oct 21, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 5,524 | 223 | 0.0% | — | 165 | +5,524 | New | Q3 2026 | Oct 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 5,520 | 216 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 5,359 | 210 | 0.08% | 0.08% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 5,205 | 204 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 5,140 | 201 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XTX Topco Ltd | History | No change | 5,122 | 201 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,580 | 179 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 3,737 | 151 | 0.0% | 0.0% | 172 | +118 | 3.26% | Q3 2026 | Oct 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,837 | 150 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,697 | 145 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 2,600 | 105 | 0.05% | 0.05% | 175 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,439 | 95 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Front Row Advisors LLC | History | No change | 2,296 | 90 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,000 | 81 | 0.0% | 0.0% | 178 | -800 | -28.57% | Q3 2026 | Nov 03, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 1,675 | 67 | 0.03% | 0.04% | 179 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 1,118 | 45 | 0.03% | — | 180 | +1,118 | New | Q3 2026 | Oct 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,014 | 39 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 12,647 | 34 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | Reduced | 634 | 25 | 0.0% | 0.0% | 183 | -254 | -28.6% | Q3 2026 | Nov 02, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 482 | 19 | 0.0% | 0.0% | 184 | +300 | 164.84% | Q3 2026 | Oct 26, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 476 | 19 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 445 | 18 | 0.01% | 0.04% | 187 | -1,185 | -72.7% | Q3 2026 | Oct 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 479 | 18 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Benson Wealth Management INC | History | No change | 397 | 15 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Abound Wealth Management | History | New | 348 | 14 | 0.0% | — | 190 | +348 | New | Q3 2026 | Oct 26, 2026 |
| BFC Planning, Inc. | History | No change | 381 | 14 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| MORGAN STANLEY | History | No change | 104 | 4 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 110 | 4 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | No change | 50 | 1 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -6,517 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,197 | -100.0% | Q3 2026 | Oct 16, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,691 | -100.0% | Q3 2026 | Oct 29, 2026 |
| James T. Borello RIA | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 16, 2026 |