FIRST TRUST EXCHANGE-TRADED FUND IV - EMLP
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.
Showing first 300 of
393 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 18,073,454 | 786,195 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 4,410,779 | 180,797 | 2.34% | 2.49% | 2 | +59,687 | 1.37% | Q3 2026 | Oct 22, 2026 |
| Cresset Asset Management, LLC | History | No change | 3,008,231 | 130,858 | 0.47% | 0.47% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlTi Global, Inc. | History | No change | 2,813,338 | 122,380 | 2.53% | 2.53% | 4 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 2,723,272 | 118,462 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,550,741 | 110,957 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,398,241 | 104,323 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glenview Trust Co | History | Added to | 2,472,222 | 101,336 | 1.37% | 1.48% | 8 | +7,549 | 0.31% | Q3 2026 | Oct 28, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,078,591 | 90,418 | 0.5% | 0.5% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners OCIO LLC | History | No change | 1,632,808 | 71,027 | 3.59% | 3.59% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,410,582 | 61,360 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,359,266 | 59,128 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,022,028 | 44,458 | 0.07% | 0.07% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,016,293 | 44,208 | 0.2% | 0.2% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 929,828 | 40,447 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Disciplina Capital Management LLC | History | No change | 917,917 | 39,929 | 4.12% | 4.12% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 952,045 | 39,024 | 0.05% | 0.05% | 17 | +43,109 | 4.74% | Q3 2026 | Nov 02, 2026 |
| ALTFEST L J & CO INC | History | Added to | 946,366 | 38,791 | 3.85% | 3.94% | 18 | +12,876 | 1.38% | Q3 2026 | Oct 27, 2026 |
| WELCH & FORBES LLC | History | Reduced | 927,764 | 38,029 | 0.46% | 0.5% | 19 | -9,769 | -1.04% | Q3 2026 | Nov 04, 2026 |
| Mariner, LLC | History | No change | 763,564 | 33,218 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lee Financial Co | History | Added to | 704,316 | 28,869 | 3.6% | 3.85% | 21 | +10,749 | 1.55% | Q3 2026 | Oct 16, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 634,824 | 27,614 | 1.46% | 1.46% | 22 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 560,385 | 22,970 | 4.39% | 4.57% | 23 | +58,042 | 11.55% | Q3 2026 | Oct 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 509,418 | 22,159 | 0.26% | 0.26% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 526,225 | 21,569 | 0.23% | 0.24% | 25 | +32,666 | 6.62% | Q3 2026 | Oct 30, 2026 |
| Vernal Point Advisors, LLC | History | No change | 356,136 | 15,491 | 5.23% | 5.23% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 340,160 | 14,796 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkos Global Advisors | History | No change | 299,059 | 13,009 | 1.54% | 1.54% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 296,495 | 12,897 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 311,522 | 12,769 | 1.22% | 1.35% | 30 | -88 | -0.03% | Q3 2026 | Oct 19, 2026 |
| JPMORGAN CHASE & CO | History | No change | 280,154 | 12,276 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 272,058 | 11,835 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 271,051 | 11,789 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 254,060 | 11,051 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 245,139 | 10,663 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 243,875 | 9,996 | 0.02% | 0.03% | 36 | -14,021 | -5.44% | Q3 2026 | Nov 02, 2026 |
| Private Advisor Group, LLC | History | No change | 215,208 | 9,361 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 226,633 | 9,289 | 0.03% | 0.03% | 38 | -2,463 | -1.08% | Q3 2026 | Nov 02, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 217,360 | 8,909 | 0.24% | 0.27% | 39 | -628 | -0.29% | Q3 2026 | Oct 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 201,047 | 8,852 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CERTUITY, LLC | History | Added to | 211,177 | 8,656 | 0.41% | 0.37% | 41 | +40,824 | 23.96% | Q3 2026 | Nov 02, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 208,816 | 8,559 | 0.33% | — | 42 | +208,816 | New | Q3 2026 | Oct 13, 2026 |
| UMB Bank, n.a. | History | No change | 195,470 | 8,502 | 0.11% | 0.11% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 199,214 | 8,165 | 0.8% | 0.82% | 44 | +1,614 | 0.82% | Q3 2026 | Oct 27, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 196,029 | 8,035 | 1.21% | 1.41% | 45 | -1,259 | -0.64% | Q3 2026 | Oct 26, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 190,771 | 7,819 | 0.16% | 0.18% | 46 | -5,454 | -2.78% | Q3 2026 | Nov 02, 2026 |
| New Republic Capital, LLC | History | No change | 176,687 | 7,685 | 1.77% | 1.77% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Nvest Wealth Strategies, Inc. | History | Reduced | 184,550 | 7,564 | 5.47% | 5.74% | 48 | -26,523 | -12.57% | Q3 2026 | Oct 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 164,255 | 7,145 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IHT Wealth Management, LLC | History | No change | 163,247 | 7,101 | 0.15% | 0.15% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | Added to | 173,198 | 7,099 | 0.21% | 0.22% | 51 | +6,589 | 3.95% | Q3 2026 | Oct 14, 2026 |
| HighTower Advisors, LLC | History | No change | 162,986 | 7,089 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 160,702 | 6,990 | 0.82% | 0.82% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 157,446 | 6,453 | 0.01% | 0.01% | 54 | -4,547 | -2.81% | Q3 2026 | Nov 05, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 147,359 | 6,410 | 0.34% | 0.34% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 145,746 | 5,974 | 0.59% | 0.48% | 56 | +23,814 | 19.53% | Q3 2026 | Oct 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 135,841 | 5,909 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 129,001 | 5,611 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 131,176 | 5,586 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GenTrust, LLC | History | No change | 124,269 | 5,405 | 0.21% | 0.21% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 129,609 | 5,313 | 0.33% | 0.34% | 61 | +891 | 0.69% | Q3 2026 | Oct 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 121,296 | 4,971 | 0.05% | 0.05% | 62 | +518 | 0.43% | Q3 2026 | Oct 20, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 117,827 | 4,829 | 1.46% | 1.5% | 63 | +3,981 | 3.5% | Q3 2026 | Oct 15, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 107,018 | 4,690 | 0.09% | 0.1% | 64 | -153 | -0.14% | Q3 2026 | Oct 26, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 112,810 | 4,624 | 0.02% | 0.03% | 65 | +5,713 | 5.33% | Q3 2026 | Oct 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 105,887 | 4,606 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 101,798 | 4,428 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 98,272 | 4,275 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 102,941 | 4,219 | 0.38% | 0.42% | 69 | -3,947 | -3.69% | Q3 2026 | Oct 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 95,042 | 4,134 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 99,661 | 4,085 | 0.09% | 0.11% | 71 | -697 | -0.69% | Q3 2026 | Nov 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 93,481 | 4,066 | 0.11% | 0.11% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mutual Advisors, LLC | History | No change | 93,200 | 4,054 | 0.08% | 0.08% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 91,203 | 3,967 | 0.64% | 0.64% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 91,081 | 3,962 | 0.07% | 0.07% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Snowden Capital Advisors LLC | History | No change | 87,280 | 3,796 | 0.09% | 0.09% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 89,048 | 3,650 | 0.44% | 0.49% | 77 | +687 | 0.78% | Q3 2026 | Oct 28, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 82,416 | 3,585 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Baird Financial Group, Inc. | History | No change | 81,924 | 3,563 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 80,812 | 3,515 | 0.13% | 0.13% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 80,506 | 3,502 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 78,406 | 3,498 | 0.05% | 0.05% | 82 | +2,867 | 3.8% | Q3 2026 | Nov 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 77,615 | 3,376 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Trail Advisors, LLC | History | No change | 77,548 | 3,373 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | No change | 77,189 | 3,357 | 0.27% | 0.27% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 79,202 | 3,246 | 0.55% | 1.15% | 86 | -74,666 | -48.53% | Q3 2026 | Oct 19, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 79,133 | 3,243 | 0.78% | 0.8% | 87 | +2,393 | 3.12% | Q3 2026 | Nov 03, 2026 |
| Bank of New York Mellon Corp | History | Added to | 77,323 | 3,169 | 0.0% | 0.0% | 88 | +44,085 | 132.63% | Q3 2026 | Nov 05, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 72,032 | 3,133 | 0.41% | 0.41% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crumly & Associates Inc. | History | No change | 72,836 | 2,985 | 0.53% | 0.61% | 90 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Windsor Advisory Group, LLC | History | No change | 67,787 | 2,948 | 2.14% | 2.14% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 64,191 | 2,792 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | No change | 62,975 | 2,739 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VestGen Advisors, LLC | History | Added to | 63,924 | 2,620 | 0.08% | 0.08% | 94 | +2,848 | 4.66% | Q3 2026 | Oct 27, 2026 |
| Arkadios Wealth Advisors | History | No change | 60,204 | 2,618 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Reduced | 62,377 | 2,556 | 0.95% | 1.3% | 96 | -8,566 | -12.07% | Q3 2026 | Oct 15, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 58,368 | 2,539 | 0.16% | 0.16% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 57,963 | 2,521 | 0.56% | 0.56% | 98 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 60,758 | 2,490 | 0.76% | 0.83% | 99 | -749 | -1.22% | Q3 2026 | Oct 26, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 57,829 | 2,370 | 0.59% | 0.62% | 100 | +2,333 | 4.2% | Q3 2026 | Oct 19, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 57,351 | 2,350 | 0.02% | 0.01% | 101 | +41,462 | 260.95% | Q3 2026 | Oct 08, 2026 |
| Equitable Holdings, Inc. | History | No change | 53,744 | 2,337 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 52,593 | 2,287 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Waverly Advisors, LLC | History | No change | 51,286 | 2,230 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Auour Investments LLC | History | Added to | 53,649 | 2,199 | 0.62% | 0.66% | 105 | +370 | 0.69% | Q3 2026 | Oct 28, 2026 |
| Ascentis Independent Advisors | History | New | 52,153 | 2,137 | 0.13% | — | 106 | +52,153 | New | Q3 2026 | Nov 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 48,319 | 2,101 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Encompass More Asset Management | History | Added to | 49,730 | 2,038 | 0.29% | 0.29% | 108 | +3,318 | 7.15% | Q3 2026 | Oct 16, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 46,219 | 1,894 | 0.33% | 0.36% | 109 | -1,471 | -3.08% | Q3 2026 | Oct 19, 2026 |
| Millstone Evans Group, LLC | History | No change | 43,478 | 1,891 | 1.02% | 1.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 45,507 | 1,865 | 0.81% | 0.92% | 111 | -3,755 | -7.62% | Q3 2026 | Nov 04, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 42,519 | 1,849 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 41,170 | 1,790 | 0.11% | 0.11% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 43,348 | 1,776 | 0.07% | 0.08% | 114 | +1,724 | 4.14% | Q3 2026 | Nov 04, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 40,518 | 1,762 | 0.09% | 0.09% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MOTCO | History | No change | 39,720 | 1,727 | 0.15% | 0.15% | 116 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 40,958 | 1,678 | 0.29% | 0.33% | 117 | +308 | 0.76% | Q3 2026 | Oct 21, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 40,572 | 1,663 | 0.55% | 0.51% | 118 | -2,032 | -4.77% | Q3 2026 | Nov 04, 2026 |
| Walker Asset Management, LLC | History | Reduced | 40,588 | 1,663 | 0.84% | 0.91% | 119 | -848 | -2.05% | Q3 2026 | Oct 13, 2026 |
| LeClair Wealth Partners LLC | History | No change | 38,084 | 1,656 | 0.86% | 0.86% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Reduced | 40,276 | 1,650 | 1.56% | 2.17% | 121 | -8,674 | -17.72% | Q3 2026 | Oct 07, 2026 |
| Sigma Planning Corp | History | Reduced | 39,941 | 1,637 | 0.04% | 0.05% | 122 | -6,628 | -14.23% | Q3 2026 | Oct 23, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 39,128 | 1,603 | 0.54% | 0.66% | 123 | -700 | -1.76% | Q3 2026 | Nov 03, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 36,780 | 1,599 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 38,476 | 1,577 | 0.0% | 0.0% | 125 | +5,148 | 15.45% | Q3 2026 | Oct 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 38,343 | 1,571 | 0.01% | 0.01% | 126 | +339 | 0.89% | Q3 2026 | Oct 16, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Added to | 37,585 | 1,540 | 0.16% | 1.36% | 127 | +5,760 | 18.1% | Q3 2026 | Oct 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 32,974 | 1,434 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 33,911 | 1,389 | 0.74% | 1.88% | 129 | -48,403 | -58.8% | Q3 2026 | Oct 13, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 32,265 | 1,322 | 0.76% | 0.57% | 130 | +9,370 | 40.93% | Q3 2026 | Nov 03, 2026 |
| WCG Wealth Advisors LLC | History | No change | 30,306 | 1,318 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 31,496 | 1,291 | 0.31% | 0.34% | 132 | -1,030 | -3.17% | Q3 2026 | Nov 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 31,402 | 1,287 | 0.02% | — | 133 | +31,402 | New | Q3 2026 | Nov 04, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 31,331 | 1,284 | 0.77% | 0.82% | 134 | -54 | -0.17% | Q3 2026 | Oct 20, 2026 |
| Tandem Financial, LLC | History | No change | 28,153 | 1,224 | 0.37% | 0.37% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 26,995 | 1,174 | 0.07% | 0.07% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 360 Financial, Inc. | History | No change | 26,987 | 1,173 | 0.3% | 0.3% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 27,790 | 1,139 | 0.44% | 0.47% | 138 | +107 | 0.39% | Q3 2026 | Oct 14, 2026 |
| Apella Capital, LLC | History | Reduced | 27,008 | 1,136 | 0.01% | 0.02% | 139 | -68 | -0.25% | Q3 2026 | Oct 08, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 26,930 | 1,103 | 0.11% | 0.1% | 140 | +4,346 | 19.24% | Q3 2026 | Oct 27, 2026 |
| Betterment LLC | History | No change | 25,186 | 1,096 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 26,184 | 1,073 | 0.02% | 0.02% | 142 | +79 | 0.3% | Q3 2026 | Oct 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 25,575 | 1,048 | 0.02% | 0.02% | 143 | +277 | 1.09% | Q3 2026 | Oct 13, 2026 |
| Aprio Wealth Management, LLC | History | No change | 25,417 | 1,041 | 0.05% | 0.05% | 144 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Worthington Financial Partners, LLC | History | Added to | 25,305 | 1,037 | 0.88% | 0.91% | 145 | +111 | 0.44% | Q3 2026 | Oct 13, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 24,644 | 1,010 | 0.17% | 0.19% | 146 | -274 | -1.1% | Q3 2026 | Oct 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 22,905 | 996 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Watch Advisors, INC | History | No change | 22,679 | 986 | 0.32% | 0.32% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| G&S Capital LLC | History | Reduced | 23,848 | 977 | 0.28% | 0.3% | 149 | -215 | -0.89% | Q3 2026 | Oct 23, 2026 |
| Arvest Bank Trust Division | History | No change | 22,371 | 973 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 22,323 | 971 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | No change | 22,028 | 958 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Magnus Financial Group LLC | History | Reduced | 23,148 | 948 | 0.06% | 0.07% | 153 | -487 | -2.06% | Q3 2026 | Oct 21, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 21,616 | 940 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Objective Capital Management, LLC | History | Added to | 22,657 | 928 | 0.83% | 0.87% | 155 | +10 | 0.04% | Q3 2026 | Oct 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 22,580 | 925 | 0.06% | 0.06% | 156 | +1,503 | 7.13% | Q3 2026 | Oct 08, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 22,314 | 914 | 0.72% | 0.73% | 157 | +1,630 | 7.88% | Q3 2026 | Oct 20, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 22,269 | 912 | 0.31% | 0.33% | 158 | -381 | -1.68% | Q3 2026 | Oct 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 21,485 | 910 | 0.0% | 0.0% | 159 | +5,095 | 31.09% | Q3 2026 | Oct 13, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 20,685 | 899 | 0.21% | 0.21% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Next Capital Management LLC | History | No change | 20,663 | 898 | 0.24% | 0.24% | 161 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 20,042 | 871 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| FourThought Financial Partners, LLC | History | No change | 19,968 | 868 | 0.07% | 0.07% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 21,176 | 868 | 0.26% | 0.28% | 164 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 19,590 | 852 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 20,610 | 844 | 0.3% | 0.32% | 166 | +114 | 0.56% | Q3 2026 | Oct 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 20,025 | 820 | 0.04% | 0.04% | 167 | +2,290 | 12.91% | Q3 2026 | Oct 29, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 19,991 | 819 | 0.65% | 0.62% | 168 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Rehmann Capital Advisory Group | History | No change | 18,586 | 808 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Keystone Financial Group | History | No change | 18,586 | 808 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 19,190 | 786 | 0.1% | 0.11% | 171 | +46 | 0.24% | Q3 2026 | Oct 30, 2026 |
| STEPHENS INC /AR/ | History | No change | 18,060 | 785 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 19,122 | 783 | 0.01% | 0.01% | 173 | +928 | 5.1% | Q3 2026 | Oct 26, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 25,076 | 776 | 0.06% | 0.06% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 17,813 | 774 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Visionary Wealth Advisors | History | Reduced | 18,765 | 769 | 0.03% | 0.03% | 176 | -53 | -0.28% | Q3 2026 | Nov 04, 2026 |
| Ancora Advisors LLC | History | No change | 17,547 | 763 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 17,485 | 754 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 18,318 | 750 | 0.03% | 0.03% | 179 | +113 | 0.62% | Q3 2026 | Oct 23, 2026 |
| Destiny Wealth Partners, LLC | History | New | 16,588 | 736 | 0.08% | — | 180 | +16,588 | New | Q3 2026 | Nov 04, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 16,519 | 718 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset One Wealth Management LLC | History | No change | 17,338 | 710 | 0.06% | 0.08% | 182 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 16,309 | 709 | 0.08% | 0.08% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 17,087 | 700 | 0.52% | 0.55% | 184 | +55 | 0.32% | Q3 2026 | Nov 02, 2026 |
| CreativeOne Wealth, LLC | History | No change | 15,978 | 695 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 15,732 | 684 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Western Wealth Management, LLC | History | No change | 15,665 | 681 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,328 | 666 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Peak Planning Group, LLC | History | No change | 15,319 | 666 | 0.15% | 0.15% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | Added to | 16,137 | 661 | 0.0% | 0.0% | 190 | +5,599 | 53.13% | Q3 2026 | Nov 04, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 14,957 | 650 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Regal Investment Advisors LLC | History | No change | 14,875 | 647 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 15,730 | 644 | 0.07% | 0.07% | 193 | +517 | 3.4% | Q3 2026 | Oct 16, 2026 |
| MCF Advisors LLC | History | Added to | 15,283 | 626 | 0.02% | 0.02% | 194 | +39 | 0.26% | Q3 2026 | Oct 28, 2026 |
| LifeWealth Investments, LLC | History | New | 14,973 | 613 | 0.17% | — | 195 | +14,973 | New | Q3 2026 | Oct 21, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 14,030 | 610 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Advisors Network LLC | History | New | 14,529 | 595 | 0.03% | — | 197 | +14,529 | New | Q3 2026 | Oct 20, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 13,543 | 589 | 0.2% | 0.2% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 14,301 | 586 | 0.2% | 0.22% | 199 | -624 | -4.18% | Q3 2026 | Oct 14, 2026 |
| Aspen Investment Management Inc | History | Reduced | 14,270 | 585 | 0.16% | 0.17% | 200 | -400 | -2.73% | Q3 2026 | Nov 05, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 13,276 | 577 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 14,031 | 575 | 0.16% | 0.17% | 202 | -165 | -1.16% | Q3 2026 | Oct 23, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 13,627 | 558 | 0.31% | 0.3% | 203 | +1,147 | 9.19% | Q3 2026 | Oct 13, 2026 |
| Americana Partners, LLC | History | Added to | 13,587 | 556 | 0.01% | 0.01% | 204 | +115 | 0.85% | Q3 2026 | Oct 28, 2026 |
| PKS Advisory Services, LLC | History | No change | 12,656 | 550 | 0.09% | 0.09% | 205 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 13,361 | 547 | 0.35% | 0.38% | 206 | -1,096 | -7.58% | Q3 2026 | Oct 07, 2026 |
| Wedmont Private Capital | History | Added to | 12,836 | 543 | 0.01% | 0.02% | 207 | +100 | 0.79% | Q3 2026 | Oct 09, 2026 |
| Pathstone Holdings, LLC | History | No change | 12,500 | 543 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 13,209 | 541 | 0.12% | 0.13% | 209 | -159 | -1.19% | Q3 2026 | Nov 03, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 12,326 | 536 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 10Elms LLP | History | No change | 12,343 | 536 | 0.23% | 0.23% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 13,051 | 534 | 0.03% | 0.04% | 212 | -80 | -0.61% | Q3 2026 | Oct 22, 2026 |
| BROWN ADVISORY INC | History | No change | 12,090 | 525 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 11,714 | 509 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 11,691 | 508 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 11,580 | 490 | 0.09% | 0.1% | 216 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11,052 | 480 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 11,705 | 479 | 0.14% | 0.17% | 218 | -804 | -6.43% | Q3 2026 | Oct 29, 2026 |
| Retirement Planning Group, LLC | History | No change | 11,438 | 468 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| ProVise Management Group, LLC | History | No change | 10,644 | 463 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nova Wealth Management, Inc. | History | No change | 10,597 | 460 | 0.25% | 0.25% | 221 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IFG Advisory, LLC | History | No change | 10,303 | 448 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 10,899 | 446 | 0.01% | 0.01% | 223 | -562 | -4.9% | Q3 2026 | Oct 16, 2026 |
| Sovran Advisors, LLC | History | Reduced | 9,980 | 445 | 0.03% | 0.04% | 224 | -1,947 | -16.32% | Q3 2026 | Oct 30, 2026 |
| Creative Planning | History | Reduced | 10,676 | 437 | 0.0% | 0.0% | 225 | -631 | -5.58% | Q3 2026 | Nov 02, 2026 |
| Allworth Financial LP | History | No change | 9,866 | 429 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | Added to | 10,399 | 427 | 0.0% | 0.0% | 227 | +2,614 | 33.58% | Q3 2026 | Oct 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 9,771 | 425 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 9,751 | 424 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | No change | 9,583 | 416 | 0.13% | 0.13% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MTM Investment Management, LLC | History | Reduced | 10,066 | 412 | 0.12% | 0.13% | 231 | -411 | -3.92% | Q3 2026 | Oct 30, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 9,835 | 403 | 0.04% | 0.04% | 232 | +76 | 0.78% | Q3 2026 | Oct 14, 2026 |
| Intrua Financial, LLC | History | Added to | 9,814 | 402 | 0.04% | 0.03% | 233 | +2,084 | 26.96% | Q3 2026 | Oct 28, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 9,219 | 401 | 0.08% | 0.08% | 234 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 9,762 | 400 | 0.02% | 0.02% | 235 | +4 | 0.04% | Q3 2026 | Oct 28, 2026 |
| Allen Capital Group, LLC | History | No change | 9,734 | 398 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Ballew Advisors, Inc | History | Reduced | 9,379 | 389 | 0.19% | 0.21% | 237 | -100 | -1.05% | Q3 2026 | Oct 05, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 9,463 | 387 | 0.04% | 0.04% | 238 | +668 | 7.6% | Q3 2026 | Oct 21, 2026 |
| Van Diest Capital, LLC | History | No change | 8,876 | 386 | 0.35% | 0.35% | 239 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 9,411 | 385 | 0.11% | 0.12% | 242 | -491 | -4.96% | Q3 2026 | Oct 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 8,865 | 385 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 8,860 | 385 | 0.07% | 0.07% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 8,318 | 361 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 8,657 | 355 | 0.01% | 0.01% | 244 | +161 | 1.9% | Q3 2026 | Oct 22, 2026 |
| Risk Paradigm Group, LLC | History | No change | 8,052 | 350 | 0.27% | 0.27% | 245 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 7,981 | 347 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 8,447 | 346 | 0.01% | 0.01% | 248 | -156 | -1.81% | Q3 2026 | Oct 28, 2026 |
| NORTHERN TRUST CORP | History | No change | 7,958 | 346 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 7,896 | 343 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 8,303 | 340 | 0.12% | 0.11% | 250 | +1,477 | 21.64% | Q3 2026 | Nov 03, 2026 |
| Compound Planning, Inc. | History | Reduced | 8,085 | 331 | 0.01% | 0.01% | 251 | -3,792 | -31.93% | Q3 2026 | Nov 05, 2026 |
| Essex Financial Services, Inc. | History | No change | 7,339 | 319 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | No change | 7,318 | 318 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| National Wealth Management Group, LLC | History | Added to | 7,744 | 317 | 0.09% | 0.1% | 254 | +43 | 0.56% | Q3 2026 | Oct 26, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 7,020 | 313 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Advisory Services Network, LLC | History | No change | 7,165 | 311 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 7,490 | 307 | 0.0% | 0.0% | 257 | +305 | 4.24% | Q3 2026 | Oct 26, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 6,830 | 297 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 6,844 | 297 | 0.12% | 0.12% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,242 | 296 | 0.0% | 0.0% | 260 | -667 | -8.43% | Q3 2026 | Oct 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,112 | 291 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| StoneX Group Inc. | History | Added to | 6,905 | 288 | 0.01% | 0.01% | 262 | +724 | 11.71% | Q3 2026 | Nov 03, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | No change | 6,607 | 287 | 0.15% | 0.15% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Artemis Wealth Advisors, LLC | History | Added to | 6,956 | 285 | 0.03% | 0.04% | 264 | +54 | 0.78% | Q3 2026 | Nov 05, 2026 |
| Quantinno Capital Management LP | History | No change | 6,545 | 284 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 6,900 | 282 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| AE Wealth Management LLC | History | No change | 6,490 | 282 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | No change | 6,432 | 279 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 6,775 | 277 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 6,717 | 277 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| DAVENPORT & Co LLC | History | Added to | 6,745 | 276 | 0.0% | 0.0% | 271 | +997 | 17.35% | Q3 2026 | Oct 14, 2026 |
| Beck Bode, LLC | History | No change | 6,251 | 271 | 0.04% | 0.04% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 6,171 | 268 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Harvest Investment Services, LLC | History | No change | 5,894 | 256 | 0.04% | 0.04% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 5,835 | 253 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 5,782 | 251 | 0.04% | 0.04% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clark Asset Management, LLC | History | No change | 6,119 | 250 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Investors Research Corp | History | Reduced | 5,923 | 242 | 0.04% | 0.05% | 278 | -873 | -12.85% | Q3 2026 | Oct 07, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 5,568 | 242 | 0.16% | 0.16% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 5,781 | 237 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| HBK Sorce Advisory LLC | History | No change | 5,447 | 236 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 5,766 | 236 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,404 | 235 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Inspire Advisors, LLC | History | No change | 5,405 | 235 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 5,689 | 233 | 0.1% | 0.1% | 285 | -174 | -2.97% | Q3 2026 | Oct 23, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 5,636 | 231 | 0.04% | 0.04% | 286 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Advisors Capital Management, LLC | History | No change | 5,332 | 231 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 5,297 | 230 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avior Wealth Management, LLC | History | No change | 5,595 | 229 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 5,240 | 227 | 0.06% | 0.06% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brady Martz Wealth Solutions, LLC | History | New | 5,434 | 222 | 0.03% | — | 292 | +5,434 | New | Q3 2026 | Nov 05, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 5,112 | 222 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Davis Investment Partners, LLC | History | New | 5,325 | 218 | 0.07% | — | 295 | +5,325 | New | Q3 2026 | Nov 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 5,333 | 218 | 0.01% | 0.01% | 293 | +3 | 0.06% | Q3 2026 | Oct 29, 2026 |
| HighPoint Advisor Group LLC | History | No change | 5,022 | 218 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 4,856 | 211 | 0.04% | 0.04% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 5,108 | 209 | 0.01% | 0.01% | 297 | -65 | -1.26% | Q3 2026 | Oct 16, 2026 |
| Greenwich Wealth Management LLC | History | No change | 4,775 | 208 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 5,065 | 207 | 0.02% | 0.03% | 299 | -243 | -4.58% | Q3 2026 | Oct 08, 2026 |
| Founders Financial Alliance, LLC | History | No change | 4,724 | 205 | 0.03% | 0.03% | 300 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |