FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - FEX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,064,684 | 148,921 | 0.01% | 0.01% | 1 | +4,782 | 0.45% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 778,330 | 108,867 | 0.02% | 0.03% | 2 | -194,040 | -19.96% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 509,390 | 71,250 | 0.14% | 0.15% | 3 | -2,063 | -0.4% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 479,180 | 67,024 | 0.01% | 0.01% | 4 | -57,547 | -10.72% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 268,371 | 37,538 | 0.01% | 0.01% | 5 | +16,052 | 6.36% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 224,857 | 31,451 | 0.0% | 0.0% | 6 | -9,964 | -4.24% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 217,999 | 30,492 | 0.04% | 0.04% | 7 | +4,370 | 2.05% | Q2 2026 | Jul 29, 2026 |
| Modern Wealth Management, LLC | History | Added to | 212,851 | 29,772 | 0.35% | 0.0% | 8 | +211,071 | 11857.92% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 185,960 | 26,011 | 0.0% | 0.0% | 9 | +30,467 | 19.59% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 184,252 | 25,771 | 0.0% | 0.0% | 10 | -82 | -0.04% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 175,394 | 24,538 | 0.03% | 0.02% | 11 | +52,210 | 42.38% | Q2 2026 | Aug 14, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 174,191 | 24,280 | 0.46% | 0.46% | 12 | -2,742 | -1.55% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 156,941 | 21,951 | 0.03% | 0.02% | 13 | +5,706 | 3.77% | Q2 2026 | Jul 28, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 132,071 | 18,473 | 3.03% | 3.32% | 14 | -183 | -0.14% | Q2 2026 | Jul 30, 2026 |
| &PARTNERS | History | Added to | 137,868 | 18,458 | 0.08% | 0.03% | 15 | +81,245 | 143.48% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 131,869 | 18,444 | 1.12% | 1.2% | 16 | -2,741 | -2.04% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 130,523 | 18,256 | 0.08% | 0.05% | 17 | +37,182 | 39.83% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | Added to | 120,610 | 16,870 | 0.02% | 0.02% | 18 | +2,487 | 2.11% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 86,559 | 12,107 | 0.0% | 0.0% | 19 | +26,490 | 44.1% | Q2 2026 | Aug 03, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 84,534 | 11,824 | 4.57% | 2.55% | 20 | +35,445 | 72.21% | Q2 2026 | Jul 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 66,153 | 9,253 | 0.15% | 0.14% | 21 | +4,517 | 7.33% | Q2 2026 | Aug 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 61,448 | 8,594 | 0.1% | 0.1% | 22 | +459 | 0.75% | Q2 2026 | Aug 18, 2026 |
| BIP Wealth, LLC | History | Reduced | 60,352 | 8,441 | 0.24% | 0.63% | 23 | -66,700 | -52.5% | Q2 2026 | Aug 03, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 60,274 | 8,430 | 0.17% | 0.02% | 24 | +55,523 | 1168.66% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 59,848 | 8,371 | 0.02% | 0.03% | 25 | -32,062 | -34.88% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 59,540 | 8,328 | 0.0% | 0.0% | 26 | +28,829 | 93.87% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 57,599 | 8,056 | 0.01% | 0.01% | 27 | -4,339 | -7.01% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 54,293 | 7,380 | 0.15% | 0.16% | 28 | -538 | -0.98% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 47,635 | 6,662 | 0.01% | 0.01% | 29 | +1,698 | 3.7% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 48,559 | 6,652 | 0.01% | 0.01% | 30 | -6,423 | -11.68% | Q2 2026 | Jul 15, 2026 |
| Triumph Capital Management | History | Reduced | 46,672 | 6,528 | 1.18% | 1.29% | 31 | -5,112 | -9.87% | Q2 2026 | Jul 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 46,437 | 6,495 | 0.0% | 0.0% | 32 | -6,723 | -12.65% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 42,213 | 5,904 | 0.0% | 0.0% | 33 | -4,477 | -9.59% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 34,990 | 4,894 | 0.01% | 0.0% | 34 | +27,503 | 367.34% | Q2 2026 | Aug 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 32,844 | 4,594 | 0.0% | 0.0% | 35 | -254 | -0.77% | Q2 2026 | Aug 11, 2026 |
| KPP Advisory Services LLC | History | Added to | 30,188 | 4,222 | 0.53% | 0.53% | 36 | +234 | 0.78% | Q2 2026 | Jul 24, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 28,585 | 3,998 | 0.02% | 0.02% | 37 | -68 | -0.24% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 26,078 | 3,647 | 0.02% | 0.02% | 38 | +1,244 | 5.01% | Q2 2026 | Jul 24, 2026 |
| Baird Financial Group, Inc. | History | Added to | 25,934 | 3,627 | 0.0% | 0.0% | 39 | +2,692 | 11.58% | Q2 2026 | Aug 12, 2026 |
| GTS SECURITIES LLC | History | New | 25,392 | 3,551 | 0.07% | — | 40 | +25,392 | New | Q2 2026 | Aug 14, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 21,490 | 3,005 | 1.01% | 0.98% | 41 | -17 | -0.08% | Q2 2026 | Jul 17, 2026 |
| Keystone Wealth Services, LLC | History | No change | 20,181 | 2,822 | 0.52% | 0.53% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 21,507 | 2,622 | 0.98% | 0.98% | 43 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HighTower Advisors, LLC | History | Reduced | 17,004 | 2,378 | 0.0% | 0.0% | 44 | -865 | -4.84% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 16,158 | 2,260 | 0.0% | 0.0% | 45 | -79 | -0.49% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 16,135 | 2,256 | 0.07% | 0.07% | 46 | -80 | -0.49% | Q2 2026 | Jul 31, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 15,877 | 2,220 | 0.21% | 0.23% | 47 | -998 | -5.91% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 15,645 | 2,188 | 0.0% | 0.01% | 48 | -15,791 | -50.23% | Q2 2026 | Aug 19, 2026 |
| BENJAMIN EDWARDS INC | History | New | 15,476 | 2,166 | 0.02% | — | 49 | +15,476 | New | Q2 2026 | Jul 24, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 15,402 | 2,154 | 0.02% | 0.02% | 50 | -1,320 | -7.89% | Q2 2026 | Aug 03, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 15,049 | 2,104 | 0.33% | 0.39% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 14,735 | 2,061 | 0.06% | 0.06% | 52 | -48 | -0.32% | Q2 2026 | Jul 09, 2026 |
| JANE STREET GROUP, LLC | History | New | 14,593 | 2,041 | 0.0% | — | 53 | +14,593 | New | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,019 | 1,960 | 0.03% | 0.03% | 54 | +426 | 3.13% | Q2 2026 | Aug 10, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 12,816 | 1,792 | 1.29% | 1.39% | 55 | -415 | -3.14% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,635 | 1,744 | 0.0% | 0.0% | 56 | +3,340 | 35.93% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Added to | 12,390 | 1,733 | 0.0% | 0.0% | 57 | +2 | 0.02% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 12,332 | 1,724 | 0.01% | 0.01% | 58 | +1,044 | 9.25% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 12,115 | 1,694 | 0.0% | 0.0% | 59 | -340 | -2.73% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | Added to | 12,103 | 1,692 | 0.02% | 0.02% | 60 | +264 | 2.23% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Reduced | 11,907 | 1,665 | 0.0% | 0.0% | 61 | -3,576 | -23.1% | Q2 2026 | Aug 13, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 11,907 | 1,665 | 1.07% | 1.04% | 62 | -100 | -0.83% | Q2 2026 | Jul 27, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 11,859 | 1,658 | 0.15% | 0.16% | 63 | -350 | -2.87% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 11,738 | 1,641 | 0.02% | 0.02% | 64 | +356 | 3.13% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 11,514 | 1,610 | 0.01% | 0.01% | 65 | +1,126 | 10.84% | Q2 2026 | Sep 08, 2026 |
| Wedmont Private Capital | History | No change | 11,679 | 1,600 | 0.04% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 11,426 | 1,598 | 0.01% | 0.01% | 67 | -5,010 | -30.48% | Q2 2026 | Jul 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 11,349 | 1,587 | 0.02% | 0.01% | 68 | +878 | 8.39% | Q2 2026 | Aug 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 10,585 | 1,481 | 0.06% | 0.06% | 69 | -65 | -0.61% | Q2 2026 | Aug 17, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 10,572 | 1,478 | 0.45% | 0.43% | 70 | -57 | -0.54% | Q2 2026 | Jul 24, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 10,476 | 1,463 | 0.15% | — | 71 | +10,476 | New | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 10,419 | 1,457 | 0.0% | 0.0% | 72 | +1,027 | 10.93% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 10,187 | 1,424 | 0.01% | 0.01% | 73 | -228 | -2.19% | Q2 2026 | Aug 03, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 10,040 | 1,404 | 0.05% | 0.06% | 74 | -170 | -1.67% | Q2 2026 | Aug 13, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 9,370 | 1,310 | 0.87% | 0.87% | 75 | -1 | -0.01% | Q2 2026 | Aug 05, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 9,345 | 1,307 | 0.45% | 0.46% | 76 | -125 | -1.32% | Q2 2026 | Jul 23, 2026 |
| Ancora Advisors LLC | History | Reduced | 8,970 | 1,254 | 0.02% | 0.03% | 77 | -697 | -7.21% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 8,745 | 1,223 | 0.01% | 0.01% | 78 | -372 | -4.08% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 8,766 | 1,219 | 0.0% | 0.0% | 79 | +306 | 3.62% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 8,698 | 1,216 | 0.01% | 0.02% | 80 | +3,635 | 71.8% | Q2 2026 | Aug 10, 2026 |
| Farrell Financial LLC | History | Added to | 8,511 | 1,190 | 0.64% | 0.62% | 81 | +2 | 0.02% | Q2 2026 | Jul 10, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 8,140 | 1,138 | 0.03% | 0.03% | 82 | -165 | -1.99% | Q2 2026 | Jul 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 8,111 | 1,134 | 0.0% | 0.0% | 83 | -13,967 | -63.26% | Q2 2026 | Sep 02, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 7,365 | 1,030 | 0.07% | 0.07% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Added to | 7,172 | 1,003 | 0.0% | 0.0% | 85 | +11 | 0.15% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 7,053 | 986 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 6,842 | 957 | 0.01% | 0.01% | 87 | +511 | 8.07% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 6,828 | 955 | 0.01% | 0.01% | 88 | -65 | -0.94% | Q2 2026 | Aug 17, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 6,403 | 895 | 0.14% | 0.15% | 89 | +14 | 0.22% | Q2 2026 | Aug 10, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 6,314 | 883 | 0.15% | 0.14% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 6,103 | 853 | 0.07% | 0.07% | 91 | -451 | -6.88% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | Added to | 5,628 | 787 | 0.02% | 0.03% | 92 | +389 | 7.43% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,490 | 767 | 0.0% | 0.0% | 93 | -135 | -2.4% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 5,454 | 763 | 0.01% | 0.01% | 94 | -347 | -5.98% | Q2 2026 | Jul 15, 2026 |
| HRT FINANCIAL LP | History | New | 5,405 | 756 | 0.0% | — | 95 | +5,405 | New | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 5,353 | 748 | 0.01% | 0.01% | 96 | +202 | 3.92% | Q2 2026 | Aug 06, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 5,167 | 722 | 0.04% | 0.04% | 97 | -149 | -2.8% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,100 | 713 | 0.01% | 0.01% | 98 | -87 | -1.68% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,866 | 680 | 0.01% | 0.01% | 99 | +2,455 | 101.82% | Q2 2026 | Aug 06, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 4,840 | 676 | 0.02% | 0.02% | 100 | -30 | -0.62% | Q2 2026 | Jul 31, 2026 |
| IHT Wealth Management, LLC | History | Added to | 4,745 | 663 | 0.01% | 0.01% | 101 | +5 | 0.11% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 4,631 | 647 | 0.02% | 0.02% | 102 | +1 | 0.02% | Q2 2026 | Jul 27, 2026 |
| Venture Visionary Partners LLC | History | No change | 4,574 | 639 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 4,565 | 638 | 0.03% | 0.04% | 104 | -549 | -10.74% | Q2 2026 | Aug 14, 2026 |
| Annex Advisory Services, LLC | History | Added to | 4,415 | 617 | 0.01% | 0.01% | 105 | +515 | 13.21% | Q2 2026 | Jul 10, 2026 |
| Arkos Global Advisors | History | Added to | 4,368 | 611 | 0.07% | 0.07% | 106 | +9 | 0.21% | Q2 2026 | Aug 14, 2026 |
| HFG Advisors, Inc. | History | No change | 4,323 | 604 | 0.38% | 0.37% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sargent Investment Group, LLC | History | No change | 4,165 | 582 | 0.07% | 0.07% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 4,000 | 559 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 3,850 | 538 | 0.01% | 0.01% | 110 | -366 | -8.68% | Q2 2026 | Aug 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 3,784 | 529 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 3,728 | 521 | 0.29% | 0.3% | 112 | +3 | 0.08% | Q2 2026 | Jul 13, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 3,719 | 520 | 0.16% | 0.15% | 113 | -3,719 | -50.0% | Q2 2026 | Jul 27, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 3,603 | 503 | 0.03% | 0.03% | 114 | +3 | 0.08% | Q2 2026 | Aug 05, 2026 |
| Independent Wealth Network Inc. | History | Added to | 3,526 | 493 | 0.13% | 0.13% | 115 | +14 | 0.4% | Q2 2026 | Jul 20, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 3,492 | 488 | 0.06% | 0.06% | 116 | -30 | -0.85% | Q2 2026 | Jul 27, 2026 |
| Element Wealth, LLC | History | Reduced | 3,486 | 487 | 0.18% | 0.18% | 118 | -9 | -0.26% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,484 | 487 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 3,449 | 482 | 0.01% | 0.01% | 119 | -101 | -2.85% | Q2 2026 | Jul 21, 2026 |
| Blue Trust, Inc. | History | No change | 3,419 | 478 | 0.01% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFS Group,LLC | History | No change | 3,393 | 474 | 0.65% | 0.37% | 121 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | Reduced | 3,320 | 464 | 0.0% | 0.0% | 122 | -650 | -16.37% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 3,303 | 462 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Savant Capital, LLC | History | Reduced | 3,296 | 460 | 0.0% | 0.0% | 124 | -68 | -2.02% | Q2 2026 | Aug 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 3,265 | 456 | 0.01% | 0.01% | 125 | -339 | -9.41% | Q2 2026 | Jul 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,240 | 453 | 0.0% | 0.0% | 126 | +2 | 0.06% | Q2 2026 | Jul 20, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 3,205 | 448 | 0.23% | 0.23% | 127 | -148 | -4.41% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,197 | 447 | 0.0% | 0.0% | 128 | -90 | -2.74% | Q2 2026 | Aug 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 3,138 | 438 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 3,224 | 437 | 0.13% | 0.15% | 130 | +2 | 0.06% | Q2 2026 | Aug 05, 2026 |
| RDA Financial Network | History | Reduced | 3,113 | 435 | 0.09% | 0.1% | 131 | -78 | -2.44% | Q2 2026 | Jul 06, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 3,101 | 433 | 0.03% | 0.03% | 132 | -200 | -6.06% | Q2 2026 | Aug 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 3,094 | 432 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 3,058 | 427 | 0.03% | 0.03% | 134 | +5 | 0.16% | Q2 2026 | Aug 14, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 3,032 | 424 | 0.05% | 0.04% | 135 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Perigon Wealth Management, LLC | History | No change | 2,990 | 418 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 2,940 | 411 | 0.02% | 0.02% | 137 | -1,362 | -31.66% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,905 | 406 | 0.0% | 0.0% | 138 | -49 | -1.66% | Q2 2026 | Aug 05, 2026 |
| Tidemark, LLC | History | No change | 2,909 | 406 | 0.09% | 0.09% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apeiron RIA LLC | History | No change | 2,842 | 397 | 0.1% | 0.08% | 140 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 2,832 | 396 | 0.02% | — | 142 | +2,832 | New | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 2,833 | 396 | 0.0% | 0.0% | 141 | -174 | -5.79% | Q2 2026 | Aug 14, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 2,813 | 393 | 0.1% | 0.1% | 143 | +10 | 0.36% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,804 | 392 | 0.03% | 0.03% | 144 | +59 | 2.15% | Q2 2026 | Jul 28, 2026 |
| Financial Partners Group, Inc | History | Added to | 2,796 | 391 | 0.04% | 0.04% | 145 | +2 | 0.07% | Q2 2026 | Jul 23, 2026 |
| CWM, LLC | History | No change | 3,146 | 383 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 2,694 | 376 | 0.03% | 0.03% | 147 | -189 | -6.56% | Q2 2026 | Jul 21, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 2,695 | 376 | 0.08% | 0.07% | 148 | -47 | -1.71% | Q2 2026 | Aug 04, 2026 |
| Cerity Partners LLC | History | New | 2,638 | 369 | 0.0% | — | 149 | +2,638 | New | Q2 2026 | Aug 14, 2026 |
| Three Seasons Wealth, LLC | History | No change | 2,587 | 361 | 0.03% | 0.12% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Risk Paradigm Group, LLC | History | Reduced | 2,566 | 358 | 0.28% | 0.27% | 151 | -47 | -1.8% | Q2 2026 | Aug 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,538 | 354 | 0.0% | 0.0% | 152 | +173 | 7.32% | Q2 2026 | Aug 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 2,495 | 349 | 0.11% | 0.11% | 153 | +5 | 0.2% | Q2 2026 | Aug 10, 2026 |
| Eukles Asset Management | History | No change | 2,464 | 344 | 0.14% | 0.13% | 154 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Apollon Financial, LLC | History | Reduced | 2,452 | 342 | 0.04% | 0.06% | 155 | -974 | -28.43% | Q2 2026 | Jul 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 2,406 | 336 | 0.0% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 2,381 | 333 | 0.01% | 0.01% | 157 | -4 | -0.17% | Q2 2026 | Jul 31, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 2,345 | 327 | 0.01% | 0.01% | 158 | +3 | 0.13% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Reduced | 2,329 | 325 | 0.0% | 0.0% | 159 | -196 | -7.76% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | Reduced | 2,320 | 324 | 0.0% | 0.0% | 160 | -167 | -6.71% | Q2 2026 | Jul 30, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 2,306 | 322 | 0.06% | 0.05% | 161 | +3 | 0.13% | Q2 2026 | Aug 05, 2026 |
| NewEdge Wealth, LLC | History | No change | 2,301 | 321 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,250 | 314 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | New | 2,201 | 307 | 0.0% | — | 165 | +2,201 | New | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 2,198 | 307 | 0.0% | 0.0% | 164 | -196 | -8.19% | Q2 2026 | Aug 14, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 2,164 | 302 | 0.18% | 0.17% | 166 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sigma Planning Corp | History | No change | 2,152 | 301 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,153 | 301 | 0.09% | 0.09% | 168 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HM PAYSON & CO | History | No change | 2,137 | 298 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 2,109 | 294 | 0.11% | 0.11% | 170 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rathbones Group PLC | History | Reduced | 2,082 | 291 | 0.0% | 0.0% | 171 | -191 | -8.4% | Q2 2026 | Jul 23, 2026 |
| ABLE Financial Group, LLC | History | No change | 2,016 | 281 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 2,000 | 279 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BESSEMER GROUP INC | History | No change | 1,984 | 278 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,900 | 265 | 0.0% | 0.0% | 175 | -139 | -6.82% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Reduced | 1,900 | 265 | 0.0% | 0.0% | 176 | -139 | -6.82% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | No change | 1,889 | 264 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 1,887 | 263 | 0.05% | 0.05% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 1,868 | 261 | 0.0% | 0.0% | 179 | -1,157 | -38.25% | Q2 2026 | Jul 27, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 1,821 | 254 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Morton Capital Management LLC/CA | History | New | 1,802 | 252 | 0.03% | — | 181 | +1,802 | New | Q2 2026 | Jul 23, 2026 |
| D.B. Root & Company, LLC | History | No change | 1,770 | 247 | 0.05% | 0.05% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 1,750 | 244 | 0.04% | 0.05% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Regatta Research & Money Management | History | New | 1,721 | 240 | 0.23% | — | 185 | +1,721 | New | Q2 2026 | Aug 11, 2026 |
| Claro Advisors Inc. | History | Added to | 1,716 | 240 | 0.03% | 0.03% | 184 | +2 | 0.12% | Q2 2026 | Jul 30, 2026 |
| Kovack Advisors, Inc. | History | Added to | 1,706 | 238 | 0.01% | 0.01% | 186 | +4 | 0.24% | Q2 2026 | Jul 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 1,700 | 237 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Concentrum Wealth Management | History | No change | 1,700 | 237 | 0.06% | 0.06% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 1,674 | 234 | 0.01% | 0.01% | 189 | -2 | -0.12% | Q2 2026 | Jul 27, 2026 |
| TRUEFG, LLC | History | New | 1,612 | 225 | 0.05% | — | 190 | +1,612 | New | Q2 2026 | Jul 16, 2026 |
| Peterson Wealth Advisors, LLC | History | New | 1,603 | 224 | 0.03% | — | 192 | +1,603 | New | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,606 | 224 | 0.0% | 0.0% | 191 | -130 | -7.49% | Q2 2026 | Aug 14, 2026 |
| TRB Wealth Management, LLC | History | Reduced | 1,581 | 221 | 0.03% | 0.05% | 193 | -1,483 | -48.4% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 1,564 | 218 | 0.0% | — | 194 | +1,564 | New | Q2 2026 | Aug 04, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 1,575 | 214 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,508 | 210 | 0.0% | 0.01% | 196 | -919 | -37.87% | Q2 2026 | Jul 20, 2026 |
| SEMITAM BONAM LLC | History | New | 1,500 | 209 | 0.15% | — | 197 | +1,500 | New | Q2 2026 | Jul 24, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 1,374 | 192 | 0.15% | 0.15% | 198 | -11 | -0.79% | Q2 2026 | Jul 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,334 | 184 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,313 | 183 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | New | 1,275 | 178 | 0.01% | — | 201 | +1,275 | New | Q2 2026 | Aug 13, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 1,272 | 177 | 0.02% | 0.02% | 202 | -45 | -3.42% | Q2 2026 | Aug 06, 2026 |
| AdvisorNet Financial, Inc | History | New | 1,209 | 169 | 0.01% | — | 203 | +1,209 | New | Q2 2026 | Jul 23, 2026 |
| Fairway Wealth LLC | History | No change | 1,091 | 152 | 0.03% | 0.04% | 204 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spire Wealth Management | History | Reduced | 1,080 | 151 | 0.0% | 0.0% | 205 | -13 | -1.19% | Q2 2026 | Jul 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 991 | 138 | 0.0% | — | 206 | +989 | 49450.0% | Q2 2026 | Aug 11, 2026 |
| Johnson Financial Group, Inc. | History | New | 910 | 127 | 0.0% | — | 207 | +910 | New | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 853 | 119 | 0.0% | 0.0% | 208 | +553 | 184.33% | Q2 2026 | Aug 06, 2026 |
| Hills Bank & Trust Co | History | No change | 850 | 118 | 0.01% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allied Private Wealth LLC | History | New | 833 | 112 | 0.07% | — | 210 | +833 | New | Q2 2026 | Jul 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 673 | 94 | 0.0% | 0.0% | 211 | -28 | -3.99% | Q2 2026 | Jul 17, 2026 |
| Colonial Trust Advisors | History | No change | 670 | 93 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Buck Wealth Strategies, LLC | History | New | 648 | 90 | 0.01% | — | 213 | +648 | New | Q2 2026 | Jul 30, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 593 | 82 | 0.01% | — | 214 | +593 | New | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 555 | 77 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 475 | 66 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 450 | 62 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Signature Equity Partners, LLC | History | No change | 450 | 62 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Millstone Evans Group, LLC | History | No change | 411 | 57 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | No change | 350 | 48 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 343 | 47 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rossby Financial, LCC | History | No change | 336 | 46 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hurley Capital, LLC | History | No change | 325 | 45 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 318 | 44 | 0.01% | 0.01% | 224 | +1 | 0.32% | Q2 2026 | Aug 07, 2026 |
| VANGUARD ADVISERS INC | History | No change | 262 | 36 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALERUS FINANCIAL NA | History | No change | 244 | 34 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Decker Retirement Planning Inc. | History | New | 243 | 33 | 0.01% | — | 227 | +243 | New | Q2 2026 | Jul 16, 2026 |
| Ankerstar Wealth, LLC | History | No change | 225 | 31 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | No change | 203 | 28 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 180 | 25 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 174 | 24 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Evelyn Partners Group Ltd | History | New | 170 | 23 | 0.0% | — | 232 | +170 | New | Q2 2026 | Aug 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 160 | 22 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Financial Perspectives, Inc | History | No change | 160 | 22 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Park Place Capital Corp | History | No change | 151 | 21 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 145 | 20 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 150 | 20 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 142 | 19 | 0.0% | — | 238 | +142 | New | Q2 2026 | Aug 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 129 | 18 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 135 | 18 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 120 | 17 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kozak & Associates, Inc. | History | No change | 113 | 15 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 105 | 14 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 75 | 10 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 65 | 9 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.02% | — | -14,398 | -100.0% | Q2 2026 | Aug 12, 2026 |
| POTENTIA WEALTH | History | Closed out | 0 | 0 | — | 0.48% | — | -10,214 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Aprio Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,748 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,284 | -100.0% | Q2 2026 | Jul 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -673 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -295 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -246 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -161 | -100.0% | Q2 2026 | Jul 21, 2026 |