FIRST TRUST EXCHANGE-TRADED FUND - FIW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 1,001,039 | 109,633 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 914,506 | 100,156 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 528,797 | 57,913 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 316,764 | 34,692 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 317,908 | 32,992 | 0.04% | 0.04% | 5 | +8,448 | 2.73% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 281,084 | 30,784 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polianta Ltd | History | No change | 267,700 | 29,318 | 3.62% | 3.62% | 7 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 232,525 | 25,467 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 218,425 | 23,921 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UBS Group AG | History | No change | 216,365 | 23,696 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 209,521 | 22,946 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 201,240 | 22,041 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1832 Asset Management L.P. | History | No change | 177,700 | 19,461 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 169,983 | 17,640 | 0.19% | 0.2% | 14 | +7,511 | 4.62% | Q3 2026 | Oct 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 161,170 | 17,615 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 157,875 | 17,290 | 0.35% | 0.35% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 118,540 | 12,988 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 114,751 | 12,567 | 0.92% | 0.92% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Evelyn Partners Group Ltd | History | No change | 188,228 | 12,374 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 100,000 | 10,952 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 100,423 | 10,421 | 0.01% | 0.01% | 21 | +18,786 | 23.01% | Q3 2026 | Oct 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 89,920 | 9,332 | 0.02% | 0.02% | 22 | -8,028 | -8.2% | Q3 2026 | Nov 02, 2026 |
| Arax Advisory Partners | History | No change | 68,509 | 7,503 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | Added to | 71,331 | 7,402 | 0.01% | 0.01% | 24 | +5,081 | 7.67% | Q3 2026 | Nov 05, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 70,509 | 7,317 | 2.46% | 2.4% | 25 | +6,127 | 9.52% | Q3 2026 | Oct 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 68,578 | 7,116 | 0.02% | 0.02% | 26 | +2,984 | 4.55% | Q3 2026 | Nov 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 66,918 | 6,944 | 0.12% | 0.13% | 27 | +2,567 | 3.99% | Q3 2026 | Oct 21, 2026 |
| Janney Montgomery Scott LLC | History | No change | 56,319 | 6,168 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 53,737 | 5,885 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 51,543 | 5,645 | 0.12% | 0.12% | 30 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 50,333 | 5,512 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BIP Wealth, LLC | History | Added to | 51,295 | 5,323 | 0.14% | 0.15% | 32 | +2,031 | 4.12% | Q3 2026 | Oct 22, 2026 |
| White Pine Investment CO | History | Added to | 49,788 | 5,167 | 1.08% | 1.15% | 33 | +474 | 0.96% | Q3 2026 | Oct 15, 2026 |
| HighPoint Advisor Group LLC | History | No change | 47,141 | 5,162 | 0.18% | 0.18% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Modern Wealth Management, LLC | History | No change | 45,968 | 5,034 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 45,827 | 5,018 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | History | Reduced | 45,121 | 4,682 | 0.12% | 0.13% | 37 | -599 | -1.31% | Q3 2026 | Oct 23, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 43,879 | 4,553 | 0.61% | 0.64% | 38 | -931 | -2.08% | Q3 2026 | Oct 26, 2026 |
| Prism Advisors, Inc. | History | Reduced | 43,421 | 4,540 | 1.14% | 1.18% | 39 | -1,059 | -2.38% | Q3 2026 | Oct 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 40,866 | 4,471 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 38,539 | 4,332 | 0.06% | 0.06% | 41 | +2,811 | 7.87% | Q3 2026 | Nov 04, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 39,268 | 4,302 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 38,786 | 4,269 | 0.08% | 0.09% | 43 | -5,083 | -11.59% | Q3 2026 | Oct 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 38,245 | 4,188 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 32,705 | 3,581 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 33,247 | 3,450 | 0.69% | 0.73% | 46 | +237 | 0.72% | Q3 2026 | Nov 02, 2026 |
| Waverly Advisors, LLC | History | No change | 28,814 | 3,155 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 30,321 | 3,147 | 0.01% | 0.02% | 48 | +935 | 3.18% | Q3 2026 | Nov 02, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 29,985 | 3,111 | 0.01% | 0.01% | 49 | -1,228 | -3.93% | Q3 2026 | Nov 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 28,386 | 2,945 | 0.03% | 0.03% | 50 | +4,421 | 18.45% | Q3 2026 | Oct 26, 2026 |
| SACKS & ASSOCIATES, LLC | History | Reduced | 27,073 | 2,809 | 1.96% | 1.99% | 51 | -131 | -0.48% | Q3 2026 | Oct 09, 2026 |
| WILLIAM JOHN SEMPOLINSKI | History | Added to | 26,804 | 2,781 | 1.07% | 1.18% | 52 | +210 | 0.79% | Q3 2026 | Oct 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 26,043 | 2,702 | 0.02% | 0.01% | 53 | +18,190 | 231.63% | Q3 2026 | Oct 16, 2026 |
| HighTower Advisors, LLC | History | No change | 24,633 | 2,697 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 24,328 | 2,664 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 23,206 | 2,515 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 22,920 | 2,510 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 22,359 | 2,448 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 22,277 | 2,439 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Farrow Financial, Inc. | History | Added to | 23,367 | 2,425 | 1.29% | 1.35% | 60 | +295 | 1.28% | Q3 2026 | Oct 30, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Reduced | 21,936 | 2,276 | 0.34% | 0.38% | 61 | -331 | -1.49% | Q3 2026 | Oct 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 19,894 | 2,178 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bison Wealth, LLC | History | Added to | 20,424 | 2,153 | 0.18% | 0.18% | 63 | +2,338 | 12.93% | Q3 2026 | Oct 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 20,586 | 2,136 | 0.09% | 0.1% | 64 | +158 | 0.77% | Q3 2026 | Nov 04, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 19,450 | 2,130 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Trilogy Capital Inc. | History | New | 19,651 | 2,039 | 0.08% | — | 66 | +19,651 | New | Q3 2026 | Oct 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 18,312 | 2,005 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 18,039 | 1,975 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 17,979 | 1,969 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eagle Strategies LLC | History | Added to | 18,728 | 1,943 | 0.19% | 0.2% | 70 | +478 | 2.62% | Q3 2026 | Oct 16, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 17,633 | 1,931 | 0.12% | 0.12% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 17,335 | 1,898 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 17,067 | 1,869 | 0.6% | 0.6% | 73 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LeClair Wealth Partners LLC | History | No change | 16,360 | 1,791 | 0.93% | 0.93% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 15,797 | 1,730 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Management, Inc. | History | Added to | 16,481 | 1,710 | 0.25% | 0.24% | 76 | +1,258 | 8.26% | Q3 2026 | Oct 16, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 15,858 | 1,645 | 0.81% | 0.76% | 77 | +718 | 4.74% | Q3 2026 | Oct 27, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 14,922 | 1,634 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 15,450 | 1,603 | 0.5% | 0.52% | 79 | -123 | -0.79% | Q3 2026 | Nov 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 14,980 | 1,554 | 0.08% | 0.11% | 80 | -2,933 | -16.37% | Q3 2026 | Oct 21, 2026 |
| BLVD Private Wealth, LLC | History | Added to | 14,030 | 1,456 | 1.08% | 1.1% | 81 | +554 | 4.11% | Q3 2026 | Oct 14, 2026 |
| Summit Financial, LLC | History | No change | 13,271 | 1,453 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 13,867 | 1,439 | 0.01% | 0.02% | 83 | -583 | -4.03% | Q3 2026 | Oct 20, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 13,819 | 1,434 | 0.35% | 0.38% | 84 | -362 | -2.55% | Q3 2026 | Oct 19, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 13,765 | 1,428 | 0.97% | 0.96% | 85 | +134 | 0.98% | Q3 2026 | Oct 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 13,685 | 1,420 | 0.01% | 0.01% | 86 | +175 | 1.3% | Q3 2026 | Oct 27, 2026 |
| Mariner, LLC | History | No change | 12,793 | 1,401 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 12,670 | 1,387 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 13,301 | 1,380 | 0.05% | 0.07% | 89 | -2,769 | -17.23% | Q3 2026 | Oct 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 13,013 | 1,352 | 0.08% | 0.09% | 90 | -1,580 | -10.83% | Q3 2026 | Nov 02, 2026 |
| FMR LLC | History | No change | 12,013 | 1,315 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 12,461 | 1,293 | 0.84% | 0.87% | 92 | +109 | 0.88% | Q3 2026 | Oct 27, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 12,170 | 1,262 | 0.06% | 0.05% | 93 | +2,365 | 24.12% | Q3 2026 | Oct 13, 2026 |
| Sage Capital Management, LLC | History | Added to | 12,051 | 1,251 | 0.48% | 0.49% | 94 | +690 | 6.07% | Q3 2026 | Oct 20, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 12,008 | 1,246 | 0.15% | 0.14% | 95 | +1,260 | 11.72% | Q3 2026 | Oct 28, 2026 |
| Moors & Cabot, Inc. | History | No change | 11,352 | 1,243 | 0.05% | 0.05% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 11,709 | 1,217 | 0.14% | 0.21% | 97 | -4,192 | -26.36% | Q3 2026 | Oct 08, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 11,003 | 1,205 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 11,505 | 1,202 | 0.05% | 0.06% | 99 | -643 | -5.29% | Q3 2026 | Oct 09, 2026 |
| Western Wealth Management, LLC | History | No change | 10,795 | 1,182 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | Added to | 11,253 | 1,174 | 0.04% | 0.04% | 101 | +1,949 | 20.95% | Q3 2026 | Nov 03, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 11,060 | 1,147 | 0.01% | 0.01% | 102 | -82 | -0.74% | Q3 2026 | Oct 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 10,334 | 1,131 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | Reduced | 10,848 | 1,125 | 0.06% | 0.06% | 104 | -153 | -1.39% | Q3 2026 | Oct 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 10,170 | 1,113 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 10,021 | 1,097 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 9,793 | 1,016 | 0.8% | 0.77% | 107 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 9,635 | 999 | 0.06% | 0.07% | 108 | -53 | -0.55% | Q3 2026 | Oct 30, 2026 |
| Platform Technology Partners | History | No change | 9,500 | 985 | 0.16% | 0.17% | 109 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 9,261 | 961 | 0.02% | 0.02% | 110 | -445 | -4.58% | Q3 2026 | Oct 23, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 9,223 | 957 | 0.29% | 0.3% | 111 | +71 | 0.78% | Q3 2026 | Oct 15, 2026 |
| SMITH, MOORE & CO. | History | No change | 8,727 | 955 | 0.06% | 0.06% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 8,429 | 923 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,357 | 915 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,333 | 912 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MTM Investment Management, LLC | History | Reduced | 8,485 | 880 | 0.25% | 0.28% | 116 | -500 | -5.56% | Q3 2026 | Oct 30, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 7,961 | 871 | 0.36% | 0.36% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 7,851 | 859 | 0.19% | 0.19% | 118 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 8,150 | 845 | 0.06% | 0.06% | 119 | -447 | -5.2% | Q3 2026 | Oct 28, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 8,000 | 830 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| World Investment Advisors | History | No change | 7,956 | 821 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 7,433 | 814 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,241 | 793 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 7,621 | 790 | 0.01% | 0.01% | 124 | +783 | 11.45% | Q3 2026 | Oct 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 7,585 | 787 | 0.02% | 0.02% | 125 | +1,983 | 35.4% | Q3 2026 | Oct 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 7,394 | 767 | 0.01% | — | 126 | +7,394 | New | Q3 2026 | Oct 23, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 7,274 | 754 | 0.08% | 0.08% | 127 | +620 | 9.32% | Q3 2026 | Oct 16, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 7,253 | 752 | 0.14% | 0.12% | 128 | +1,235 | 20.52% | Q3 2026 | Oct 23, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 6,766 | 741 | 0.07% | 0.07% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Investments, LLC | History | No change | 6,645 | 727 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 6,627 | 725 | 0.46% | 0.46% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 6,912 | 717 | 0.01% | 0.02% | 132 | -813 | -10.52% | Q3 2026 | Oct 13, 2026 |
| &PARTNERS | History | No change | 6,398 | 700 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,572 | 687 | 0.0% | 0.0% | 134 | -1,770 | -21.22% | Q3 2026 | Oct 13, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 6,549 | 679 | 0.29% | 0.26% | 135 | +957 | 17.11% | Q3 2026 | Nov 05, 2026 |
| Advyzon Investment Management, LLC | History | No change | 6,164 | 675 | 0.05% | 0.05% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FreeGulliver LLC | History | No change | 6,061 | 663 | 0.23% | 0.23% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 6,365 | 660 | 0.01% | 0.01% | 138 | -205 | -3.12% | Q3 2026 | Nov 05, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 6,145 | 638 | 0.02% | 0.02% | 139 | -7 | -0.11% | Q3 2026 | Oct 22, 2026 |
| Regal Investment Advisors LLC | History | No change | 5,820 | 637 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Van Diest Capital, LLC | History | No change | 5,796 | 634 | 0.57% | 0.57% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 5,770 | 631 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Creative Planning | History | Reduced | 6,006 | 623 | 0.0% | 0.0% | 143 | -683 | -10.21% | Q3 2026 | Nov 02, 2026 |
| First Security Investment Management, Inc. | History | Added to | 5,969 | 619 | 0.5% | 0.53% | 144 | +10 | 0.17% | Q3 2026 | Nov 05, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 5,539 | 607 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 5,770 | 598 | 0.02% | 0.02% | 146 | -27 | -0.47% | Q3 2026 | Oct 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 5,413 | 592 | 0.09% | 0.09% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 5,299 | 580 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 5,576 | 578 | 0.14% | 0.53% | 149 | -14,553 | -72.3% | Q3 2026 | Oct 09, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 5,421 | 562 | 0.03% | 0.03% | 150 | +129 | 2.44% | Q3 2026 | Nov 05, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 5,411 | 561 | 0.04% | 0.05% | 151 | -671 | -11.03% | Q3 2026 | Oct 26, 2026 |
| Baird Financial Group, Inc. | History | No change | 5,111 | 559 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Retirement, LLC | History | No change | 4,677 | 512 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 4,857 | 504 | 0.07% | 0.07% | 154 | +454 | 10.31% | Q3 2026 | Oct 21, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | No change | 4,611 | 499 | 0.3% | 0.3% | 155 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LexAurum Advisors, LLC | History | Reduced | 4,755 | 493 | 0.06% | 0.09% | 156 | -2,655 | -35.83% | Q3 2026 | Oct 19, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 4,708 | 488 | 0.13% | 0.14% | 157 | -15 | -0.32% | Q3 2026 | Oct 23, 2026 |
| Perissos Private Wealth Management, LLC | History | No change | 4,435 | 485 | 0.33% | 0.33% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 4,378 | 479 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 4,343 | 475 | 0.08% | 0.08% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 4,231 | 463 | 0.07% | 0.07% | 161 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | No change | 4,213 | 461 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 4,449 | 461 | 0.07% | 0.07% | 163 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 4,400 | 457 | 0.22% | 0.22% | 164 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Merit Financial Group, LLC | History | No change | 4,120 | 451 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,299 | 446 | 0.0% | 0.0% | 166 | -571 | -11.72% | Q3 2026 | Oct 08, 2026 |
| CARLSON FINANCIAL, INC. | History | Added to | 4,194 | 435 | 0.23% | 0.14% | 167 | +1,618 | 62.81% | Q3 2026 | Nov 05, 2026 |
| Trinity Legacy Partners, LLC | History | No change | 3,914 | 429 | 0.09% | 0.09% | 168 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sunpointe, LLC | History | Reduced | 4,109 | 426 | 0.13% | 0.14% | 169 | -257 | -5.89% | Q3 2026 | Oct 22, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 4,061 | 421 | 0.03% | 0.04% | 170 | -2,183 | -34.96% | Q3 2026 | Oct 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 4,019 | 417 | 0.01% | 0.01% | 171 | +243 | 6.44% | Q3 2026 | Oct 13, 2026 |
| Composition Wealth, LLC | History | No change | 3,784 | 414 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Savvy Advisors, Inc. | History | No change | 3,758 | 411 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 3,948 | 409 | 0.03% | 0.03% | 174 | -507 | -11.38% | Q3 2026 | Oct 08, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 3,906 | 405 | 0.02% | 0.02% | 175 | +28 | 0.72% | Q3 2026 | Oct 15, 2026 |
| Tactive Advisors, LLC | History | Reduced | 3,794 | 393 | 0.09% | 0.11% | 176 | -141 | -3.58% | Q3 2026 | Oct 08, 2026 |
| BROWN ADVISORY INC | History | No change | 3,502 | 383 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SFI Advisors, LLC | History | Reduced | 3,640 | 377 | 0.31% | 0.35% | 178 | -42 | -1.14% | Q3 2026 | Oct 30, 2026 |
| Jacobi Capital Management LLC | History | Added to | 3,578 | 371 | 0.02% | 0.02% | 179 | +25 | 0.7% | Q3 2026 | Nov 05, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 3,514 | 364 | 0.01% | 0.01% | 180 | -47 | -1.32% | Q3 2026 | Oct 19, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 3,495 | 362 | 0.01% | 0.01% | 181 | -525 | -13.06% | Q3 2026 | Oct 21, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 3,305 | 361 | 0.05% | 0.05% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 3,355 | 348 | 0.25% | 0.17% | 184 | +1,201 | 55.76% | Q3 2026 | Nov 05, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 3,363 | 348 | 0.04% | 0.05% | 183 | -914 | -21.37% | Q3 2026 | Oct 30, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 3,353 | 347 | 0.1% | 0.11% | 185 | -112 | -3.23% | Q3 2026 | Oct 26, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,291 | 341 | 0.01% | 0.01% | 186 | -82 | -2.43% | Q3 2026 | Oct 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,098 | 339 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,173 | 329 | 0.0% | 0.0% | 188 | +636 | 25.07% | Q3 2026 | Nov 03, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 3,009 | 329 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 3,075 | 319 | 0.02% | 0.02% | 190 | +6 | 0.2% | Q3 2026 | Oct 26, 2026 |
| Dash Acquisitions Inc. | History | No change | 2,837 | 317 | 0.06% | 0.06% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 2,841 | 311 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Selective Wealth Management, Inc. | History | No change | 2,855 | 306 | 0.07% | 0.08% | 193 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Wealthfront Advisers LLC | History | No change | 2,715 | 297 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tudor Financial Inc. | History | No change | 2,710 | 296 | 0.13% | 0.13% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 2,843 | 295 | 0.01% | 0.02% | 196 | -190 | -6.26% | Q3 2026 | Oct 28, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 2,640 | 289 | 0.12% | 0.12% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Added to | 2,737 | 284 | 0.0% | 0.0% | 198 | +5 | 0.18% | Q3 2026 | Nov 04, 2026 |
| Mason & Associates Inc | History | No change | 2,590 | 283 | 0.05% | 0.05% | 199 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 2,575 | 267 | 0.01% | 0.02% | 200 | -533 | -17.15% | Q3 2026 | Oct 28, 2026 |
| Summit Place Financial Advisors, LLC | History | No change | 2,572 | 266 | 0.12% | 0.12% | 201 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,422 | 265 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 2,497 | 259 | 0.05% | 0.05% | 203 | +119 | 5.0% | Q3 2026 | Oct 14, 2026 |
| Trivant Custom Portfolio Group, LLC | History | No change | 2,315 | 253 | 0.13% | 0.13% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 2,316 | 253 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | No change | 2,300 | 251 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Apollon Wealth Management, LLC | History | New | 2,398 | 248 | 0.0% | — | 207 | +2,398 | New | Q3 2026 | Oct 23, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 2,351 | 244 | 0.14% | 0.15% | 209 | -59 | -2.45% | Q3 2026 | Oct 21, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 2,358 | 244 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 2,300 | 243 | 0.05% | 0.06% | 210 | -100 | -4.17% | Q3 2026 | Oct 28, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 2,278 | 243 | 0.13% | 0.13% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | No change | 2,200 | 240 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 2,303 | 239 | 0.0% | 0.0% | 213 | -63 | -2.66% | Q3 2026 | Nov 03, 2026 |
| Ignite Planners, LLC | History | Reduced | 2,278 | 236 | 0.03% | 0.09% | 214 | -3,393 | -59.83% | Q3 2026 | Oct 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 2,272 | 235 | 0.01% | 0.02% | 215 | -1,125 | -33.12% | Q3 2026 | Nov 03, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 2,133 | 233 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tradition Wealth Management, LLC | History | No change | 2,062 | 225 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Snowden Capital Advisors LLC | History | No change | 2,063 | 225 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 2,016 | 220 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Accel Wealth Management | History | Reduced | 2,115 | 219 | 0.05% | 0.05% | 220 | -115 | -5.16% | Q3 2026 | Oct 13, 2026 |
| Horizon Investments, LLC | History | No change | 1,991 | 218 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,105 | 218 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 2,049 | 212 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,933 | 211 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RFG Advisory, LLC | History | New | 2,016 | 209 | 0.0% | — | 225 | +2,016 | New | Q3 2026 | Nov 03, 2026 |
| Cerity Partners LLC | History | No change | 1,905 | 208 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 2,001 | 207 | 0.04% | 0.04% | 227 | -120 | -5.66% | Q3 2026 | Oct 19, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,839 | 198 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | No change | 1,558 | 170 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 1,543 | 168 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smithfield Trust Co | History | No change | 1,374 | 151 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,334 | 146 | 0.08% | 0.08% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Perspectives, Inc | History | Added to | 1,381 | 143 | 0.03% | 0.04% | 233 | +1 | 0.07% | Q3 2026 | Nov 03, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 1,270 | 143 | 0.08% | 0.08% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,354 | 140 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,329 | 137 | 0.0% | 0.0% | 236 | -370 | -21.78% | Q3 2026 | Oct 28, 2026 |
| Larson Financial Group LLC | History | Added to | 1,306 | 135 | 0.0% | 0.0% | 237 | +12 | 0.93% | Q3 2026 | Nov 05, 2026 |
| WHITTIER TRUST CO | History | No change | 1,087 | 118 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Continuum Advisory, LLC | History | No change | 964 | 105 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFS Partners, LLC | History | Added to | 970 | 100 | 0.04% | 0.04% | 240 | +1 | 0.1% | Q3 2026 | Oct 21, 2026 |
| REAP Financial Group, LLC | History | Added to | 964 | 100 | 0.02% | 0.02% | 241 | +1 | 0.1% | Q3 2026 | Nov 02, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 900 | 98 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 861 | 94 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advocate Investing Services LLC | History | Added to | 827 | 85 | 0.07% | 0.07% | 244 | +2 | 0.24% | Q3 2026 | Oct 26, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 777 | 80 | 0.03% | 0.02% | 245 | -3 | -0.38% | Q3 2026 | Nov 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 639 | 69 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basepoint Wealth LLC | History | No change | 608 | 66 | 0.04% | 0.04% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BOKF, NA | History | No change | 625 | 64 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 583 | 60 | 0.0% | 0.0% | 249 | +33 | 6.0% | Q3 2026 | Oct 21, 2026 |
| IFP Advisors, Inc | History | Reduced | 570 | 59 | 0.0% | 0.0% | 250 | -136 | -19.26% | Q3 2026 | Oct 16, 2026 |
| First Pacific Financial | History | Added to | 575 | 59 | 0.01% | 0.01% | 251 | +1 | 0.17% | Q3 2026 | Oct 14, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 520 | 56 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Navigoe, LLC | History | No change | 510 | 52 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 491 | 50 | 0.04% | 0.04% | 254 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Evolution Advisers, Inc. | History | No change | 456 | 49 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BFC Planning, Inc. | History | No change | 434 | 47 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 418 | 43 | 0.02% | 0.04% | 258 | -142 | -25.36% | Q3 2026 | Oct 28, 2026 |
| ASSETMARK, INC | History | No change | 419 | 43 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 386 | 42 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Balance Wealth Partners LLC | History | New | 350 | 36 | 0.01% | — | 261 | +350 | New | Q3 2026 | Oct 27, 2026 |
| Ashurst Perkins Coie Trust Co | History | No change | 350 | 36 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| NFSG Corp | History | Reduced | 343 | 35 | 0.0% | 0.01% | 262 | -183 | -34.79% | Q3 2026 | Oct 15, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 337 | 34 | 0.01% | 0.01% | 263 | +1 | 0.3% | Q3 2026 | Oct 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 302 | 33 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 300 | 32 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| James T. Borello RIA | History | No change | 285 | 29 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Transce3nd, LLC | History | New | 261 | 28 | 0.03% | — | 269 | +261 | New | Q3 2026 | Oct 26, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 276 | 28 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 260 | 28 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Piscataqua Savings Bank | History | New | 265 | 27 | 0.02% | — | 270 | +265 | New | Q3 2026 | Oct 21, 2026 |
| Investors Research Corp | History | Reduced | 260 | 26 | 0.0% | 0.01% | 272 | -29 | -10.03% | Q3 2026 | Oct 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 239 | 26 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boreal Capital Management LLC | History | No change | 225 | 24 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Highland Investment Advisors LLC | History | No change | 211 | 23 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Costello Asset Management, INC | History | No change | 200 | 20 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Abound Wealth Management | History | No change | 202 | 20 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| EFG International AG | History | No change | 190 | 20 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 180 | 19 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 187 | 19 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Root Financial Partners, LLC | History | New | 182 | 18 | 0.0% | — | 280 | +182 | New | Q3 2026 | Oct 21, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 157 | 16 | 0.0% | 0.12% | 281 | -11,431 | -98.65% | Q3 2026 | Nov 02, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 136 | 14 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 116 | 12 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 108 | 11 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Winthrop Capital Management, LLC | History | No change | 115 | 11 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 106 | 11 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Sankala Group LLC | History | No change | 101 | 11 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 100 | 10 | 0.01% | 0.02% | 291 | -198 | -66.44% | Q3 2026 | Oct 28, 2026 |
| TRUST CO OF VERMONT | History | No change | 100 | 10 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 100 | 10 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dunhill Financial, LLC | History | No change | 94 | 10 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 100 | 10 | 0.0% | 0.01% | 292 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| MATHER GROUP, LLC. | History | No change | 90 | 9 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Archer Investment Corp | History | No change | 79 | 8 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Noble Wealth Management PBC | History | No change | 84 | 8 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| IFG Advisory, LLC | History | No change | 66 | 7 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 70 | 7 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 73 | 7 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Signature Equity Partners, LLC | History | No change | 76 | 7 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Rossby Financial, LCC | History | No change | 66 | 6 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |