FIRST TRUST EXCHANGE-TRADED FUND - FBT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | History | No change | 3,388,725 | 840,027 | 0.49% | 0.49% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 545,436 | 135,208 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 444,334 | 110,145 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 258,714 | 64,132 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 221,361 | 54,873 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 210,355 | 52,145 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 209,087 | 51,830 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 205,511 | 50,944 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 137,993 | 34,207 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 93,338 | 25,412 | 0.03% | 0.02% | 10 | +36,503 | 64.23% | Q3 2026 | Oct 30, 2026 |
| Berger Financial Group, Inc | History | No change | 102,351 | 25,371 | 1.3% | 1.3% | 11 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nilsine Partners, LLC | History | Reduced | 93,058 | 25,335 | 1.76% | 1.67% | 12 | -4,167 | -4.29% | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 91,239 | 22,617 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 89,200 | 22,111 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 83,489 | 20,696 | 0.49% | 0.49% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 77,150 | 19,088 | 0.08% | 0.08% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 75,527 | 18,725 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 71,809 | 17,800 | 0.2% | 0.2% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 66,638 | 16,518 | 0.18% | 0.18% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 66,409 | 16,462 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 58,274 | 15,865 | 0.09% | 0.07% | 21 | +10,291 | 21.45% | Q3 2026 | Oct 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 63,193 | 15,665 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 62,403 | 15,469 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Bensler, LLC | History | New | 54,546 | 14,850 | 1.4% | — | 24 | +54,546 | New | Q3 2026 | Nov 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 54,786 | 13,584 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Csenge Advisory Group | History | Reduced | 48,414 | 13,181 | 0.52% | 0.49% | 26 | -788 | -1.6% | Q3 2026 | Nov 04, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 47,171 | 12,543 | 0.03% | 0.03% | 27 | -171 | -0.36% | Q3 2026 | Oct 16, 2026 |
| NewSquare Capital LLC | History | No change | 49,037 | 12,155 | 0.9% | 0.9% | 28 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | No change | 48,515 | 12,026 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 42,131 | 11,470 | 0.03% | 0.02% | 30 | -395 | -0.93% | Q3 2026 | Nov 02, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 46,033 | 11,413 | 0.1% | 0.1% | 31 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Modern Wealth Management, LLC | History | No change | 40,407 | 10,016 | 0.12% | 0.12% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 32,708 | 8,905 | 0.03% | 0.02% | 33 | +12,182 | 59.35% | Q3 2026 | Nov 02, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 31,814 | 8,661 | 0.2% | 0.19% | 34 | +198 | 0.63% | Q3 2026 | Nov 04, 2026 |
| Baird Financial Group, Inc. | History | No change | 31,591 | 7,831 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 27,668 | 7,532 | 0.01% | 0.01% | 36 | -1,064 | -3.7% | Q3 2026 | Nov 02, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 26,710 | 7,272 | 1.62% | 1.48% | 37 | -111 | -0.41% | Q3 2026 | Oct 21, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 28,991 | 7,186 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 25,580 | 6,964 | 0.87% | 0.83% | 39 | -797 | -3.02% | Q3 2026 | Oct 19, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 25,466 | 6,933 | 0.27% | 0.05% | 40 | +22,037 | 642.67% | Q3 2026 | Oct 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 23,374 | 6,363 | 0.07% | 0.05% | 41 | +4,080 | 21.15% | Q3 2026 | Oct 26, 2026 |
| ASSETMARK, INC | History | Reduced | 22,567 | 6,144 | 0.01% | 0.01% | 42 | -1,873 | -7.66% | Q3 2026 | Oct 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 24,548 | 6,085 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 29,273 | 5,878 | 0.1% | 0.1% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 20,339 | 5,537 | 0.04% | 0.0% | 45 | +18,374 | 935.06% | Q3 2026 | Oct 16, 2026 |
| JANE STREET GROUP, LLC | History | No change | 20,558 | 5,096 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 20,053 | 4,970 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 19,282 | 4,774 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 13,830 | 3,765 | 0.0% | 0.0% | 49 | +226 | 1.66% | Q3 2026 | Nov 04, 2026 |
| SFI Advisors, LLC | History | Reduced | 13,801 | 3,757 | 3.09% | 2.99% | 50 | -162 | -1.16% | Q3 2026 | Oct 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 14,901 | 3,693 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 14,107 | 3,497 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 13,152 | 3,260 | 0.52% | 0.52% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,100 | 3,022 | 0.02% | 0.01% | 54 | +4,165 | 60.06% | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 12,213 | 3,016 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 10,683 | 2,908 | 0.75% | 0.71% | 56 | -265 | -2.42% | Q3 2026 | Oct 06, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 10,551 | 2,872 | 0.7% | 0.65% | 57 | +106 | 1.01% | Q3 2026 | Oct 14, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 10,376 | 2,824 | 0.88% | 0.82% | 58 | -479 | -4.41% | Q3 2026 | Nov 05, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 11,277 | 2,795 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holistic Financial Partners | History | No change | 11,074 | 2,745 | 1.68% | 1.68% | 60 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BROWN ADVISORY INC | History | No change | 10,389 | 2,575 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 8,957 | 2,438 | 0.14% | 0.13% | 62 | +158 | 1.8% | Q3 2026 | Nov 05, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 8,929 | 2,431 | 0.15% | 0.11% | 63 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 9,704 | 2,405 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Belvedere Trading LLC | History | Added to | 8,825 | 2,402 | 0.0% | 0.0% | 65 | +125 | 1.44% | Q3 2026 | Nov 05, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 8,782 | 2,390 | 0.85% | 0.78% | 66 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| RFG Advisory, LLC | History | Added to | 8,711 | 2,371 | 0.03% | 0.02% | 67 | +3,840 | 78.83% | Q3 2026 | Nov 03, 2026 |
| Private Advisor Group, LLC | History | No change | 9,558 | 2,369 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 9,367 | 2,322 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Wagner Wealth Management, Corp | History | New | 8,528 | 2,321 | 1.82% | — | 70 | +8,528 | New | Q3 2026 | Oct 20, 2026 |
| Texas Yale Capital Corp. | History | No change | 9,300 | 2,305 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 8,348 | 2,272 | 0.02% | 0.02% | 72 | -42 | -0.5% | Q3 2026 | Oct 30, 2026 |
| Ancora Advisors LLC | History | No change | 8,833 | 2,189 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 8,758 | 2,171 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 7,891 | 2,148 | 0.04% | 0.06% | 75 | -5,478 | -40.98% | Q3 2026 | Oct 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,251 | 2,146 | 0.0% | 0.0% | 76 | -811 | -8.95% | Q3 2026 | Oct 13, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 8,642 | 2,142 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 8,640 | 2,141 | 0.17% | 0.17% | 78 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nearside Advisors, LLC | History | New | 7,599 | 2,068 | 1.48% | — | 79 | +7,599 | New | Q3 2026 | Oct 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 8,241 | 2,042 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 7,964 | 1,974 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Ethos Financial Group, LLC | History | No change | 7,802 | 1,954 | 0.13% | 0.13% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prosperity Financial Group, Inc. | History | New | 6,976 | 1,899 | 0.56% | — | 83 | +6,976 | New | Q3 2026 | Oct 29, 2026 |
| MAI Capital Management | History | No change | 7,625 | 1,890 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 7,443 | 1,845 | 0.76% | 0.76% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prospera Financial Services Inc | History | Added to | 6,527 | 1,819 | 0.02% | 0.01% | 86 | +3,289 | 101.58% | Q3 2026 | Nov 04, 2026 |
| Snowden Capital Advisors LLC | History | No change | 7,120 | 1,764 | 0.04% | 0.04% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 6,180 | 1,682 | 0.08% | 0.1% | 88 | -2,278 | -26.93% | Q3 2026 | Oct 16, 2026 |
| Wealthspire Retirement, LLC | History | No change | 6,725 | 1,667 | 0.09% | 0.09% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RPG Investment Advisory, LLC | History | Reduced | 5,990 | 1,630 | 0.3% | 0.59% | 90 | -17,120 | -74.08% | Q3 2026 | Oct 21, 2026 |
| CPR Investments Inc. | History | Added to | 5,969 | 1,625 | 1.21% | 0.76% | 91 | +2,007 | 50.66% | Q3 2026 | Oct 26, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 5,695 | 1,550 | 0.07% | 0.06% | 92 | +895 | 18.65% | Q3 2026 | Oct 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 5,971 | 1,488 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stablepoint Partners, LLC | History | Added to | 5,232 | 1,424 | 0.19% | 0.18% | 94 | +93 | 1.81% | Q3 2026 | Nov 03, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 5,324 | 1,402 | 0.16% | 0.16% | 95 | -242 | -4.35% | Q3 2026 | Oct 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,614 | 1,391 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 5,289 | 1,311 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 5,288 | 1,310 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF OKLAHOMA | History | Reduced | 4,763 | 1,296 | 0.34% | 0.33% | 99 | -414 | -8.0% | Q3 2026 | Oct 15, 2026 |
| BlackRock, Inc. | History | No change | 5,069 | 1,256 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 4,579 | 1,246 | 0.06% | 0.06% | 101 | -194 | -4.06% | Q3 2026 | Oct 16, 2026 |
| AE Wealth Management LLC | History | No change | 4,984 | 1,235 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GoalVest Advisory LLC | History | No change | 4,483 | 1,220 | 0.21% | 0.21% | 103 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Western Wealth Management, LLC | History | No change | 4,912 | 1,217 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 4,737 | 1,174 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 4,310 | 1,173 | 0.13% | 0.12% | 106 | +133 | 3.18% | Q3 2026 | Oct 22, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 4,241 | 1,154 | 0.03% | 0.03% | 107 | +103 | 2.49% | Q3 2026 | Oct 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 4,206 | 1,145 | 0.03% | 0.03% | 108 | -41 | -0.97% | Q3 2026 | Oct 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 4,572 | 1,133 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 4,096 | 1,115 | 0.01% | 0.01% | 110 | -30 | -0.73% | Q3 2026 | Oct 20, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 4,483 | 1,111 | 0.57% | 0.57% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | Added to | 4,016 | 1,093 | 0.0% | 0.0% | 112 | +423 | 11.77% | Q3 2026 | Nov 02, 2026 |
| Essential Investment Partners LLC | History | Added to | 3,990 | 1,086 | 0.73% | 0.66% | 113 | +674 | 20.33% | Q3 2026 | Oct 27, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 3,862 | 1,051 | 0.07% | 0.05% | 114 | +570 | 17.31% | Q3 2026 | Oct 08, 2026 |
| Compound Planning, Inc. | History | New | 3,857 | 1,049 | 0.03% | — | 115 | +3,857 | New | Q3 2026 | Nov 05, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 4,212 | 1,044 | 0.44% | 0.44% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gimbal Financial | History | Added to | 3,755 | 1,022 | 0.59% | 0.55% | 117 | +162 | 4.51% | Q3 2026 | Oct 19, 2026 |
| Corient Private Wealth LP | History | No change | 4,016 | 995 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 3,649 | 993 | 0.3% | 0.27% | 119 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| PKS Advisory Services, LLC | History | No change | 4,002 | 991 | 0.16% | 0.16% | 120 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 3,965 | 982 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 3,951 | 979 | 0.3% | 0.3% | 122 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Meridian Wealth Management, LLC | History | No change | 3,498 | 952 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 3,482 | 948 | 0.01% | 0.01% | 124 | -383 | -9.91% | Q3 2026 | Oct 23, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 3,449 | 938 | 0.61% | 0.55% | 125 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 3,761 | 932 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 3,721 | 922 | 0.17% | 0.17% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,703 | 917 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1ST SOURCE BANK | History | No change | 3,674 | 910 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 3,321 | 904 | 0.15% | 0.12% | 130 | +170 | 5.4% | Q3 2026 | Oct 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,580 | 887 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 3,466 | 859 | 0.11% | 0.11% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Realta Investment Advisors | History | Reduced | 3,107 | 845 | 0.25% | 0.24% | 133 | -53 | -1.68% | Q3 2026 | Oct 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 3,169 | 842 | 0.05% | 0.02% | 134 | +2,087 | 192.88% | Q3 2026 | Nov 02, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 3,342 | 828 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 3,004 | 817 | 0.45% | 0.41% | 136 | -27 | -0.89% | Q3 2026 | Oct 09, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 3,244 | 804 | 0.05% | 0.05% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFG Advisory, LLC | History | No change | 3,200 | 793 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oder Investment Management, LLC | History | No change | 3,164 | 784 | 0.53% | 0.53% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFG Advisors, Inc. | History | No change | 3,148 | 780 | 0.49% | 0.49% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BIP Wealth, LLC | History | Added to | 2,799 | 762 | 0.02% | 0.02% | 141 | +126 | 4.71% | Q3 2026 | Oct 22, 2026 |
| Belpointe Asset Management LLC | History | No change | 3,028 | 750 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Englebert Financial Advisers, LLC | History | Reduced | 2,752 | 749 | 0.74% | 0.73% | 143 | -223 | -7.5% | Q3 2026 | Oct 20, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,838 | 738 | 0.03% | 0.03% | 144 | +33 | 1.18% | Q3 2026 | Oct 09, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 2,690 | 732 | 0.2% | 0.18% | 145 | +5 | 0.19% | Q3 2026 | Oct 23, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 2,931 | 726 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 2,624 | 714 | 0.19% | 0.17% | 147 | -81 | -2.99% | Q3 2026 | Nov 05, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 2,840 | 703 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tudor Financial Inc. | History | No change | 2,829 | 701 | 0.32% | 0.32% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 2,751 | 682 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quantum Private Wealth, LLC | History | No change | 2,456 | 668 | 0.17% | 0.16% | 151 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 2,452 | 667 | 0.01% | 0.01% | 152 | +91 | 3.85% | Q3 2026 | Oct 13, 2026 |
| Diversified Enterprises, LLC | History | No change | 2,417 | 658 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 2,614 | 647 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 2,324 | 632 | 0.12% | 0.09% | 156 | +558 | 31.6% | Q3 2026 | Oct 16, 2026 |
| Florida Trust Wealth Management Co | History | No change | 2,323 | 632 | 0.02% | 0.01% | 155 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 2,291 | 623 | 0.03% | 0.03% | 157 | +149 | 6.96% | Q3 2026 | Oct 29, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 2,280 | 620 | 0.06% | 0.06% | 158 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| TSFG, LLC | History | Added to | 2,266 | 617 | 0.14% | 0.05% | 159 | +550 | 32.05% | Q3 2026 | Oct 23, 2026 |
| FMR LLC | History | No change | 2,470 | 612 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Formidable Asset Management, LLC | History | Added to | 2,460 | 609 | 0.09% | 0.07% | 161 | +182 | 7.99% | Q3 2026 | Nov 03, 2026 |
| Regal Investment Advisors LLC | History | No change | 2,445 | 606 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 2,395 | 593 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | No change | 2,369 | 587 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 2,319 | 574 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| APS Management Group, Inc. | History | Reduced | 2,029 | 552 | 0.4% | 0.53% | 166 | -749 | -26.96% | Q3 2026 | Oct 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 2,182 | 540 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 1,982 | 539 | 0.04% | 0.03% | 168 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Maia Wealth LLC | History | Reduced | 1,969 | 535 | 0.07% | 0.09% | 169 | -629 | -24.21% | Q3 2026 | Oct 19, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,938 | 530 | 0.05% | — | 170 | +1,938 | New | Q3 2026 | Nov 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,856 | 505 | 0.02% | — | 171 | +1,856 | New | Q3 2026 | Oct 26, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 2,037 | 504 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Torrey Growth & Income Advisors | History | No change | 1,850 | 503 | 0.17% | 0.16% | 173 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Arkadios Wealth Advisors | History | No change | 2,017 | 499 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| American Financial Advisors, LLC | History | No change | 1,996 | 494 | 0.06% | 0.06% | 175 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 1,762 | 479 | 0.04% | 0.02% | 176 | +438 | 33.08% | Q3 2026 | Oct 01, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 1,738 | 473 | 0.06% | 0.06% | 177 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 1,902 | 471 | 0.11% | 0.11% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 1,892 | 468 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,859 | 460 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 1,826 | 452 | 0.05% | 0.05% | 181 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sigma Planning Corp | History | Added to | 1,635 | 445 | 0.01% | 0.01% | 182 | +177 | 12.14% | Q3 2026 | Oct 23, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 1,624 | 442 | 0.39% | 0.29% | 183 | +121 | 8.05% | Q3 2026 | Oct 22, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 1,568 | 426 | 0.03% | 0.03% | 184 | -94 | -5.66% | Q3 2026 | Oct 08, 2026 |
| Stegent Equity Advisors, Inc. | History | New | 1,563 | 425 | 0.34% | — | 185 | +1,563 | New | Q3 2026 | Oct 09, 2026 |
| ARWA LLC | History | New | 1,599 | 415 | 0.15% | — | 187 | +1,599 | New | Q3 2026 | Oct 21, 2026 |
| Quantinno Capital Management LP | History | No change | 1,677 | 415 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EdgeRock Capital LLC | History | Reduced | 1,480 | 402 | 0.09% | 0.09% | 189 | -181 | -10.9% | Q3 2026 | Nov 03, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,625 | 402 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 1,472 | 400 | 0.03% | 0.03% | 190 | -60 | -3.92% | Q3 2026 | Nov 03, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 1,472 | 400 | 0.09% | 0.09% | 191 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Reduced | 1,460 | 397 | 0.2% | 0.2% | 192 | -60 | -3.95% | Q3 2026 | Nov 02, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 1,449 | 394 | 0.02% | 0.03% | 193 | +9 | 0.63% | Q3 2026 | Oct 29, 2026 |
| Claro Advisors Inc. | History | Reduced | 1,411 | 384 | 0.04% | 0.04% | 194 | -205 | -12.69% | Q3 2026 | Nov 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,399 | 381 | 0.0% | 0.0% | 195 | -263 | -15.82% | Q3 2026 | Nov 05, 2026 |
| Sowell Financial Services LLC | History | Reduced | 1,383 | 376 | 0.01% | 0.01% | 196 | -146 | -9.55% | Q3 2026 | Oct 23, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 1,512 | 374 | 0.18% | 0.18% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STEPHENS INC /AR/ | History | No change | 1,494 | 370 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 1,492 | 369 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Nvest Financial, LLC | History | No change | 1,488 | 368 | 0.12% | 0.12% | 200 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,334 | 363 | 0.0% | 0.0% | 201 | +148 | 12.48% | Q3 2026 | Nov 05, 2026 |
| Jacobi Capital Management LLC | History | No change | 1,399 | 346 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 1,340 | 332 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Van Diest Capital, LLC | History | No change | 1,308 | 324 | 0.29% | 0.29% | 204 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Balboa Wealth Partners | History | New | 1,171 | 318 | 0.04% | — | 205 | +1,171 | New | Q3 2026 | Oct 20, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,147 | 312 | 0.11% | 0.0% | 206 | +1,115 | 3484.38% | Q3 2026 | Oct 29, 2026 |
| HF Advisory Group, LLC | History | Reduced | 1,118 | 304 | 0.09% | 0.1% | 207 | -152 | -11.97% | Q3 2026 | Oct 09, 2026 |
| RDA Financial Network | History | Reduced | 1,110 | 302 | 0.07% | 0.06% | 208 | -33 | -2.89% | Q3 2026 | Oct 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,209 | 299 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequent Planning LLC | History | No change | 1,194 | 295 | 0.06% | 0.06% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,179 | 292 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | No change | 1,074 | 292 | 0.16% | 0.15% | 212 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 1,069 | 291 | 0.0% | 0.0% | 213 | +110 | 11.47% | Q3 2026 | Oct 28, 2026 |
| Mariner, LLC | History | No change | 1,173 | 290 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 1,067 | 290 | 0.27% | 0.27% | 215 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| NOVEM GROUP | History | Reduced | 1,039 | 282 | 0.03% | 0.03% | 216 | -72 | -6.48% | Q3 2026 | Oct 19, 2026 |
| TritonPoint Partners, LLC | History | Reduced | 1,030 | 280 | 0.05% | 0.05% | 219 | -1,250 | -54.82% | Q3 2026 | Nov 05, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 1,029 | 280 | 0.07% | 0.07% | 217 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 1,133 | 280 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 1,141 | 279 | 0.15% | 0.15% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lifetime Wealth Management P.C. | History | No change | 1,026 | 279 | 0.17% | 0.15% | 221 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| M Holdings Securities, Inc. | History | New | 1,010 | 277 | 0.02% | — | 222 | +1,010 | New | Q3 2026 | Nov 03, 2026 |
| Sather Financial Group Inc | History | No change | 1,000 | 272 | 0.02% | 0.01% | 223 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Strid Group, LLC | History | No change | 1,000 | 272 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 995 | 270 | 0.0% | 0.0% | 225 | +842 | 550.33% | Q3 2026 | Nov 03, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 975 | 265 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 1,067 | 264 | 0.07% | 0.07% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Capital Management LLC | History | No change | 1,065 | 264 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMERCE BANK | History | No change | 1,040 | 257 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REAP Financial Group, LLC | History | No change | 936 | 254 | 0.04% | 0.04% | 230 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | No change | 929 | 252 | 0.04% | 0.04% | 231 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 925 | 251 | 0.07% | 0.06% | 233 | +20 | 2.21% | Q3 2026 | Oct 22, 2026 |
| WELCH & FORBES LLC | History | No change | 923 | 251 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 885 | 240 | 0.27% | — | 235 | +885 | New | Q3 2026 | Oct 27, 2026 |
| Vigilare Wealth Management | History | No change | 885 | 240 | 0.07% | 0.07% | 234 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Oxbow Advisors, LLC | History | No change | 955 | 236 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 945 | 234 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUEFG, LLC | History | No change | 863 | 234 | 0.05% | 0.05% | 238 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 940 | 233 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 941 | 233 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 847 | 230 | 0.02% | 0.01% | 241 | -11 | -1.28% | Q3 2026 | Oct 26, 2026 |
| Trueblood Wealth Management, LLC | History | No change | 840 | 228 | 0.08% | 0.07% | 242 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Ryan Investment Management, Inc. | History | New | 836 | 227 | 0.1% | — | 244 | +836 | New | Q3 2026 | Oct 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 917 | 227 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 827 | 225 | 0.08% | 0.08% | 245 | -3 | -0.36% | Q3 2026 | Nov 03, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 822 | 223 | 0.0% | 0.0% | 246 | -69 | -7.74% | Q3 2026 | Oct 21, 2026 |
| Objective Capital Management, LLC | History | No change | 815 | 221 | 0.2% | 0.18% | 247 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Resolute Wealth Strategies, LLC | History | No change | 889 | 220 | 0.09% | 0.09% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | New | 792 | 215 | 0.2% | — | 250 | +792 | New | Q3 2026 | Oct 20, 2026 |
| Everest Financial Group LLC | History | No change | 871 | 215 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | New | 778 | 211 | 0.09% | — | 251 | +778 | New | Q3 2026 | Oct 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 769 | 209 | 0.01% | 0.01% | 252 | -100 | -11.51% | Q3 2026 | Oct 22, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 834 | 206 | 0.09% | 0.09% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 745 | 202 | 0.13% | 0.12% | 254 | -86 | -10.35% | Q3 2026 | Oct 07, 2026 |
| Solutions 4 Wealth, Ltd | History | New | 741 | 201 | 0.24% | — | 255 | +741 | New | Q3 2026 | Nov 03, 2026 |
| CX Institutional | History | No change | 724 | 197 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Added to | 704 | 191 | 0.02% | 0.02% | 257 | +116 | 19.73% | Q3 2026 | Oct 30, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 730 | 180 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 675 | 167 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 612 | 166 | 0.01% | 0.01% | 260 | -3 | -0.49% | Q3 2026 | Oct 13, 2026 |
| Spire Wealth Management | History | Added to | 601 | 163 | 0.0% | 0.0% | 261 | +542 | 918.64% | Q3 2026 | Oct 30, 2026 |
| Vanguard National Trust Co | History | No change | 661 | 163 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 490 | 133 | 0.0% | 0.0% | 263 | +295 | 151.28% | Q3 2026 | Nov 02, 2026 |
| Geneos Wealth Management Inc. | History | No change | 534 | 132 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | No change | 460 | 125 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 413 | 102 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| REYL & Cie S.A. | History | No change | 490 | 98 | 0.11% | 0.11% | 267 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 354 | 87 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 347 | 86 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 310 | 84 | 0.01% | 0.0% | 270 | +164 | 112.33% | Q3 2026 | Oct 20, 2026 |
| Founders Financial Alliance, LLC | History | No change | 341 | 84 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dynamic Wealth Strategies, LLC | History | Reduced | 300 | 81 | 0.04% | 0.07% | 272 | -215 | -41.75% | Q3 2026 | Oct 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 295 | 80 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| RMG Wealth Management LLC | History | No change | 298 | 80 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 293 | 79 | 0.0% | 0.0% | 275 | -3 | -1.01% | Q3 2026 | Nov 04, 2026 |
| BFC Planning, Inc. | History | No change | 285 | 70 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Kroeger Financial Partners | History | Reduced | 255 | 69 | 0.07% | 0.07% | 277 | -42 | -14.14% | Q3 2026 | Oct 19, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 249 | 67 | 0.0% | 0.0% | 278 | -23 | -8.46% | Q3 2026 | Oct 30, 2026 |
| Synergy Investment Management, LLC | History | No change | 273 | 67 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 243 | 66 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 235 | 63 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Latitude Advisors, LLC | History | New | 227 | 61 | 0.02% | — | 282 | +227 | New | Q3 2026 | Oct 27, 2026 |
| WEBSTER BANK, N. A. | History | No change | 238 | 58 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capital Analysts, LLC | History | No change | 227 | 56 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 201 | 54 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Independence Bank of Kentucky | History | No change | 200 | 54 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Smartleaf Asset Management LLC | History | No change | 211 | 52 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 205 | 50 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Center for Financial Planning, Inc. | History | No change | 175 | 47 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 169 | 46 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 168 | 45 | 0.01% | 0.01% | 291 | -9 | -5.08% | Q3 2026 | Oct 21, 2026 |
| Park Square Financial Group, LLC | History | No change | 166 | 41 | 0.37% | 0.37% | 292 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Perspectives, Inc | History | No change | 148 | 40 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Hickory Point Bank & Trust | History | No change | 150 | 40 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| CoreCap Advisors, LLC | History | No change | 136 | 37 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Russell Investments Group, Ltd. | History | No change | 140 | 34 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | No change | 140 | 34 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| High Point Wealth Management, LLC | History | No change | 128 | 34 | 0.03% | 0.03% | 298 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Mechanics Financial Corp | History | No change | 122 | 33 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Heritage Family Offices, LLP | History | New | 120 | 32 | 0.01% | — | 301 | +120 | New | Q3 2026 | Nov 02, 2026 |