FIRST TRUST EXCHANGE-TRADED FUND VIII - FIXD
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 | Added to | 9,271,481 | 404,329 | 0.02% | 0.02% | 1 | +364,622 | 4.09% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 7,240,550 | 315,760 | 0.07% | 0.09% | 2 | -852,359 | -10.53% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,756,148 | 207,415 | 0.03% | 0.05% | 3 | -1,198,711 | -20.13% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,317,649 | 101,072 | 0.02% | 0.03% | 4 | +56,459 | 2.5% | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,169,904 | 94,629 | 0.03% | 0.04% | 5 | -646,972 | -22.97% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,710,220 | 74,594 | 0.02% | 0.02% | 6 | -602,748 | -26.06% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,607,387 | 70,098 | 0.07% | 0.08% | 7 | -33,280 | -2.03% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | Reduced | 1,531,195 | 66,775 | 0.01% | 0.01% | 8 | -4,398 | -0.29% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,519,654 | 66,272 | 0.01% | 0.01% | 9 | -17,410 | -1.13% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,236,235 | 54,085 | 0.06% | 0.07% | 10 | +36,168 | 3.01% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,073,904 | 46,832 | 0.14% | 0.14% | 11 | +216,559 | 25.26% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 943,810 | 41,159 | 0.0% | 0.0% | 12 | +28,208 | 3.08% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 940,552 | 41,017 | 0.04% | 0.04% | 13 | -5,136 | -0.54% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 887,302 | 38,695 | 0.79% | 0.87% | 14 | +30,568 | 3.57% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | Added to | 819,967 | 35,362 | 0.15% | 0.16% | 15 | +88,317 | 12.07% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 807,975 | 35,240 | 0.04% | 0.05% | 16 | +48,876 | 6.44% | Q2 2026 | Aug 14, 2026 |
| GDS Wealth Management | History | Added to | 783,681 | 34,176 | 1.63% | 1.8% | 17 | +97,946 | 14.28% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 723,246 | 31,540 | 0.21% | 0.79% | 18 | +84,289 | 13.19% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 673,233 | 29,360 | 0.07% | 0.09% | 19 | -91,698 | -11.99% | Q2 2026 | Jul 27, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 654,829 | 28,557 | 2.54% | 2.88% | 20 | +16,637 | 2.61% | Q2 2026 | Jul 30, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 630,782 | 27,508 | 0.77% | 0.65% | 21 | +140,906 | 28.76% | Q2 2026 | Jul 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 609,036 | 26,560 | 0.04% | 0.06% | 22 | -130,488 | -17.64% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 602,672 | 26,282 | 0.04% | 0.04% | 23 | +64,335 | 11.95% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 526,865 | 22,982 | 0.33% | 0.38% | 24 | -8,962 | -1.67% | Q2 2026 | Jul 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 514,423 | 22,434 | 0.02% | 0.02% | 25 | -56,840 | -9.95% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 500,399 | 21,822 | 0.11% | 0.01% | 26 | +456,633 | 1043.35% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 485,591 | 21,176 | 0.0% | 0.0% | 27 | +427,984 | 742.94% | Q2 2026 | Sep 02, 2026 |
| TCP Asset Management, LLC | History | Added to | 469,114 | 20,458 | 2.32% | 2.36% | 28 | +47,171 | 11.18% | Q2 2026 | Jul 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 421,122 | 18,365 | 1.74% | 2.02% | 29 | +1,213 | 0.29% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 416,157 | 18,148 | 0.02% | 0.03% | 30 | -43,267 | -9.42% | Q2 2026 | Jul 29, 2026 |
| LeClair Wealth Partners LLC | History | New | 410,941 | 17,921 | 9.28% | — | 31 | +410,941 | New | Q2 2026 | Aug 04, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 343,382 | 14,974 | 8.25% | 8.64% | 32 | +16,304 | 4.98% | Q2 2026 | Jul 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 276,076 | 12,039 | 0.02% | 0.03% | 33 | +45,943 | 19.96% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 264,896 | 11,552 | 0.02% | 0.02% | 34 | +14,392 | 5.75% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 257,271 | 11,219 | 0.01% | 0.01% | 35 | +26,901 | 11.68% | Q2 2026 | Aug 11, 2026 |
| LexAurum Advisors, LLC | History | Added to | 243,516 | 10,619 | 1.23% | 1.27% | 36 | +18,102 | 8.03% | Q2 2026 | Jul 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 236,958 | 10,333 | 0.16% | — | 37 | +236,958 | New | Q2 2026 | Jul 28, 2026 |
| Triumph Capital Management | History | Reduced | 228,135 | 9,948 | 1.8% | 2.07% | 38 | -5,683 | -2.43% | Q2 2026 | Jul 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 224,844 | 9,805 | 0.01% | 0.01% | 39 | +5,839 | 2.67% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 224,104 | 9,773 | 0.02% | 0.02% | 40 | +770 | 0.34% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 223,997 | 9,768 | 0.0% | 0.0% | 41 | -182,946 | -44.96% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 216,753 | 9,454 | 0.09% | 0.09% | 42 | +17,253 | 8.65% | Q2 2026 | Jul 24, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 202,601 | 8,835 | 2.11% | 2.19% | 43 | +14,678 | 7.81% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 201,339 | 8,780 | 0.06% | 0.07% | 44 | +12,011 | 6.34% | Q2 2026 | Sep 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 187,558 | 8,179 | 1.85% | 2.08% | 45 | -2,212 | -1.17% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 184,718 | 8,055 | 0.13% | 0.18% | 46 | -22,061 | -10.67% | Q2 2026 | Jul 31, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 179,003 | 7,806 | 0.04% | 0.04% | 47 | +2,131 | 1.2% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 176,885 | 7,713 | 0.0% | 0.0% | 48 | -217,039 | -55.1% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 174,742 | 7,620 | 0.09% | 0.01% | 49 | +168,292 | 2609.18% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | Reduced | 171,321 | 7,471 | 0.01% | 0.01% | 50 | -37,081 | -17.79% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 169,238 | 7,380 | 0.13% | 0.19% | 51 | -37,393 | -18.1% | Q2 2026 | Jul 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 155,430 | 6,778 | 0.2% | 0.2% | 52 | +17,507 | 12.69% | Q2 2026 | Jul 06, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 153,627 | 6,699 | 0.9% | 5.41% | 53 | -630,630 | -80.41% | Q2 2026 | Jul 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 146,459 | 6,387 | 0.02% | 0.03% | 54 | -6,164 | -4.04% | Q2 2026 | Jul 28, 2026 |
| ERn Financial, LLC | History | Added to | 143,214 | 6,245 | 1.03% | 1.12% | 55 | +6,887 | 5.05% | Q2 2026 | Jul 23, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 131,498 | 5,734 | 0.23% | 0.28% | 56 | -6,449 | -4.67% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 128,531 | 5,630 | 0.0% | 0.0% | 57 | +117,128 | 1027.17% | Q2 2026 | Aug 12, 2026 |
| Randall & Associates Wealth Management | History | Added to | 120,096 | 5,237 | 3.24% | 3.42% | 58 | +3,545 | 3.04% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | Added to | 119,121 | 5,194 | 0.01% | 0.01% | 59 | +11,118 | 10.29% | Q2 2026 | Jul 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 116,949 | 5,100 | 0.05% | 0.06% | 60 | -5,767 | -4.7% | Q2 2026 | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 116,154 | 5,065 | 0.06% | 0.06% | 61 | +22,790 | 24.41% | Q2 2026 | Aug 18, 2026 |
| RFG Advisory, LLC | History | Reduced | 115,714 | 5,046 | 0.08% | 0.13% | 62 | -49,514 | -29.97% | Q2 2026 | Jul 15, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 115,002 | 5,015 | 1.51% | 0.72% | 63 | +67,551 | 142.36% | Q2 2026 | Jul 16, 2026 |
| Retirement Planning Group, LLC | History | Added to | 114,822 | 5,007 | 0.13% | 0.14% | 64 | +7,734 | 7.22% | Q2 2026 | Aug 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 113,881 | 4,966 | 0.1% | 0.11% | 65 | +11,894 | 11.66% | Q2 2026 | Jul 29, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Added to | 113,161 | 4,934 | 2.58% | 2.69% | 66 | +907 | 0.81% | Q2 2026 | Aug 06, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 112,766 | 4,917 | 1.35% | 1.52% | 67 | +723 | 0.65% | Q2 2026 | Jul 21, 2026 |
| Mutual Advisors, LLC | History | Added to | 111,362 | 4,856 | 0.09% | 0.09% | 68 | +16,455 | 17.34% | Q2 2026 | Aug 14, 2026 |
| Family Capital Management, Inc. | History | Added to | 110,383 | 4,813 | 1.87% | 2.06% | 69 | +4,232 | 3.99% | Q2 2026 | Jul 31, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 108,343 | 4,724 | 0.88% | 0.96% | 70 | +5,092 | 4.93% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | Added to | 106,045 | 4,624 | 0.02% | 0.01% | 71 | +50,895 | 92.28% | Q2 2026 | Aug 03, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 92,775 | 4,045 | 0.86% | 0.97% | 72 | +4,610 | 5.23% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 90,997 | 3,968 | 0.09% | 0.1% | 73 | -4,474 | -4.69% | Q2 2026 | Aug 13, 2026 |
| Capital Planning LLC | History | Reduced | 89,683 | 3,911 | 1.14% | 1.43% | 74 | -11,406 | -11.28% | Q2 2026 | Jul 22, 2026 |
| World Investment Advisors | History | Added to | 85,391 | 3,722 | 0.06% | 0.06% | 75 | +452 | 0.53% | Q2 2026 | Aug 13, 2026 |
| Core Wealth Partners LLC | History | Added to | 84,881 | 3,701 | 1.58% | 1.33% | 76 | +19,045 | 28.93% | Q2 2026 | Jul 17, 2026 |
| Westside Investment Management, Inc. | History | Added to | 83,950 | 3,661 | 0.48% | 0.56% | 77 | +40 | 0.05% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 79,764 | 3,478 | 0.02% | 0.03% | 78 | -36,495 | -31.39% | Q2 2026 | Aug 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 78,368 | 3,417 | 0.04% | 0.04% | 79 | +5,269 | 7.21% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 76,889 | 3,353 | 0.05% | 0.06% | 80 | -7,608 | -9.0% | Q2 2026 | Aug 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 76,868 | 3,352 | 0.94% | 1.25% | 81 | -15,020 | -16.35% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 76,856 | 3,351 | 0.07% | 0.07% | 82 | +33,037 | 75.39% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 76,137 | 3,320 | 0.0% | 0.0% | 83 | +6,026 | 8.59% | Q2 2026 | Aug 06, 2026 |
| CFO4Life Group, LLC | History | Added to | 75,387 | 3,287 | 0.44% | 0.49% | 84 | +1,688 | 2.29% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Reduced | 74,298 | 3,240 | 0.03% | 0.04% | 85 | -847 | -1.13% | Q2 2026 | Jul 28, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 73,931 | 3,224 | 0.29% | 0.39% | 86 | -10,567 | -12.51% | Q2 2026 | Jul 16, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 72,531 | 3,163 | 0.39% | 0.45% | 87 | -2,300 | -3.07% | Q2 2026 | Aug 04, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 72,459 | 3,159 | 0.36% | 0.39% | 88 | +3,563 | 5.17% | Q2 2026 | Aug 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 68,686 | 2,995 | 0.05% | 0.06% | 89 | -2,219 | -3.13% | Q2 2026 | Jul 14, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 68,556 | 2,989 | 0.14% | 0.16% | 90 | -865 | -1.25% | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 66,567 | 2,901 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 63,124 | 2,752 | 0.05% | 0.08% | 92 | -19,111 | -23.24% | Q2 2026 | Jul 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 62,598 | 2,729 | 0.07% | 0.17% | 93 | -60,189 | -49.02% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 62,412 | 2,721 | 0.02% | 0.02% | 94 | +2,633 | 4.4% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | Reduced | 60,929 | 2,657 | 0.0% | 0.01% | 95 | -8,941 | -12.8% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 60,450 | 2,636 | 0.02% | 0.03% | 96 | +3,245 | 5.67% | Q2 2026 | Jul 27, 2026 |
| Harvest Investment Services, LLC | History | Added to | 59,492 | 2,594 | 0.4% | 0.44% | 97 | +3,919 | 7.05% | Q2 2026 | Aug 14, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 56,809 | 2,477 | 0.25% | 0.29% | 98 | -2,604 | -4.38% | Q2 2026 | Jul 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 56,618 | 2,469 | 0.02% | 0.03% | 99 | -7,206 | -11.29% | Q2 2026 | Jul 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 55,635 | 2,426 | 0.0% | 0.01% | 100 | -17,401 | -23.83% | Q2 2026 | Aug 05, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 55,625 | 2,425 | 0.3% | 0.34% | 101 | +628 | 1.14% | Q2 2026 | Aug 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 54,847 | 2,391 | 0.11% | 0.14% | 102 | -9,106 | -14.24% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | Reduced | 54,585 | 2,380 | 0.01% | 0.02% | 103 | -59,639 | -52.21% | Q2 2026 | Jul 27, 2026 |
| NewSquare Capital LLC | History | Added to | 52,982 | 2,310 | 0.17% | 0.16% | 104 | +10,055 | 23.42% | Q2 2026 | Jul 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 51,870 | 2,262 | 0.3% | 0.35% | 105 | +2,815 | 5.74% | Q2 2026 | Aug 11, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 50,926 | 2,220 | 0.13% | 0.13% | 106 | -24,543 | -32.52% | Q2 2026 | Aug 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 49,328 | 2,150 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Intrua Financial, LLC | History | Added to | 48,325 | 2,107 | 0.19% | 0.17% | 108 | +10,715 | 28.49% | Q2 2026 | Jul 24, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 47,129 | 2,055 | 0.01% | 0.01% | 109 | -1,179 | -2.44% | Q2 2026 | Jul 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 45,634 | 1,990 | 0.01% | 0.01% | 110 | +2,178 | 5.01% | Q2 2026 | Jul 20, 2026 |
| First Financial Group Corp | History | Reduced | 44,846 | 1,955 | 1.41% | 1.62% | 111 | -710 | -1.56% | Q2 2026 | Jul 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 44,315 | 1,932 | 0.01% | 0.01% | 112 | -2,972 | -6.29% | Q2 2026 | Aug 18, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 42,567 | 1,856 | 0.07% | 0.09% | 113 | +162 | 0.38% | Q2 2026 | Aug 17, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 39,446 | 1,720 | 0.53% | 0.65% | 114 | -713 | -1.78% | Q2 2026 | Jul 14, 2026 |
| Global View Capital Management LLC | History | Reduced | 39,050 | 1,702 | 0.35% | 0.55% | 115 | -8,584 | -18.02% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | Added to | 38,745 | 1,689 | 0.06% | 0.02% | 116 | +38,545 | 19272.5% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 38,055 | 1,659 | 0.0% | 0.0% | 117 | +563 | 1.5% | Q2 2026 | Aug 13, 2026 |
| HCR Wealth Advisors | History | Added to | 37,095 | 1,617 | 0.14% | 0.17% | 118 | +476 | 1.3% | Q2 2026 | Jul 13, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 35,497 | 1,548 | 0.85% | 0.96% | 119 | +926 | 2.68% | Q2 2026 | Jul 23, 2026 |
| American Financial Advisors, LLC | History | Reduced | 35,407 | 1,544 | 0.19% | 0.23% | 120 | -3,819 | -9.74% | Q2 2026 | Jul 14, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 35,194 | 1,534 | 0.64% | 0.67% | 121 | +2,566 | 7.86% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 31,933 | 1,392 | 0.03% | 0.03% | 122 | +2,118 | 7.1% | Q2 2026 | Aug 13, 2026 |
| Drake & Associates, LLC | History | Reduced | 31,888 | 1,390 | 0.23% | 0.28% | 123 | -1,411 | -4.24% | Q2 2026 | Aug 10, 2026 |
| Maia Wealth LLC | History | Reduced | 31,206 | 1,360 | 0.2% | 0.24% | 124 | -1,265 | -3.9% | Q2 2026 | Jul 28, 2026 |
| Western Wealth Management, LLC | History | Reduced | 31,119 | 1,357 | 0.04% | 0.07% | 125 | -11,182 | -26.43% | Q2 2026 | Aug 14, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 30,893 | 1,347 | 0.47% | 0.57% | 126 | -291 | -0.93% | Q2 2026 | Jul 27, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 30,467 | 1,328 | 0.1% | 0.11% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advance Capital Management, Inc. | History | Added to | 29,842 | 1,301 | 0.04% | 0.04% | 128 | +6,945 | 30.33% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 29,540 | 1,288 | 0.04% | 0.05% | 129 | -1,853 | -5.9% | Q2 2026 | Jul 27, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 27,072 | 1,180 | 0.03% | 0.04% | 131 | -2,991 | -9.95% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 27,229 | 1,180 | 0.0% | 0.0% | 130 | +2,582 | 10.48% | Q2 2026 | Jul 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 26,262 | 1,145 | 0.01% | 0.0% | 132 | +15,009 | 133.38% | Q2 2026 | Aug 06, 2026 |
| Claris Financial LLC | History | No change | 25,368 | 1,105 | 0.6% | 0.6% | 133 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | Added to | 25,317 | 1,104 | 0.99% | 0.22% | 134 | +20,325 | 407.15% | Q2 2026 | Jul 21, 2026 |
| Sun Financial Inc | History | Added to | 24,259 | 1,041 | 0.49% | 0.45% | 135 | +3,584 | 17.33% | Q2 2026 | Aug 11, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 23,672 | 1,030 | 0.12% | 0.15% | 136 | -3,582 | -13.14% | Q2 2026 | Jul 07, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 23,454 | 1,022 | 0.19% | 0.24% | 137 | -1,643 | -6.55% | Q2 2026 | Aug 21, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 23,332 | 1,017 | 0.02% | 0.02% | 138 | -1,214 | -4.95% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 23,076 | 1,006 | 0.01% | 0.01% | 139 | +1,773 | 8.32% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 23,076 | 1,006 | 0.02% | 0.02% | 140 | +1,772 | 8.32% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 22,977 | 1,002 | 0.01% | 0.01% | 141 | -411 | -1.76% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 22,129 | 965 | 0.0% | 0.01% | 142 | +510 | 2.36% | Q2 2026 | Jul 20, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 21,882 | 954 | 0.58% | 0.64% | 143 | +1,079 | 5.19% | Q2 2026 | Aug 03, 2026 |
| IFS Group,LLC | History | Added to | 21,825 | 951 | 1.31% | 0.69% | 144 | +3,990 | 22.37% | Q2 2026 | Jul 23, 2026 |
| Cambridge Advisors Inc. | History | Added to | 21,755 | 948 | 0.16% | 0.18% | 145 | +26 | 0.12% | Q2 2026 | Jul 16, 2026 |
| Sequent Planning LLC | History | Reduced | 21,447 | 935 | 0.2% | 1.1% | 146 | -82,504 | -79.37% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 21,229 | 925 | 0.04% | 0.05% | 147 | +3,010 | 16.52% | Q2 2026 | Jul 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 21,099 | 920 | 0.01% | 0.01% | 148 | +1 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BAM Wealth Management, LLC | History | Added to | 20,931 | 912 | 0.57% | 0.49% | 149 | +6,027 | 40.44% | Q2 2026 | Jul 14, 2026 |
| Quadrature Capital Ltd | History | New | 20,655 | 900 | 0.01% | — | 150 | +20,655 | New | Q2 2026 | Aug 06, 2026 |
| CLG LLC | History | Reduced | 19,669 | 857 | 0.19% | 0.22% | 151 | -804 | -3.93% | Q2 2026 | Jul 16, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 19,413 | 846 | 0.1% | 0.1% | 152 | +1,207 | 6.63% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 19,073 | 831 | 0.22% | 0.25% | 153 | -25 | -0.13% | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 18,757 | 818 | 0.01% | 0.01% | 154 | -3,998 | -17.57% | Q2 2026 | Jul 28, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 18,721 | 816 | 0.22% | 0.23% | 155 | +1,152 | 6.56% | Q2 2026 | Jul 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 18,394 | 802 | 0.05% | 0.06% | 156 | +897 | 5.13% | Q2 2026 | Jul 23, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 17,545 | 765 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 17,224 | 751 | 0.18% | 0.24% | 158 | -1,422 | -7.63% | Q2 2026 | Jul 30, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 17,044 | 743 | 0.02% | — | 160 | +17,044 | New | Q2 2026 | Jul 07, 2026 |
| Advisory Alpha, LLC | History | Reduced | 17,057 | 743 | 0.02% | 0.02% | 159 | -3,417 | -16.69% | Q2 2026 | Aug 11, 2026 |
| PFG Advisors | History | Reduced | 16,848 | 734 | 0.04% | 0.04% | 161 | -935 | -5.26% | Q2 2026 | Jul 16, 2026 |
| Providence First Trust Co | History | New | 16,636 | 725 | 0.2% | — | 162 | +16,636 | New | Q2 2026 | Jul 27, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 16,354 | 713 | 0.05% | 0.03% | 163 | +7,280 | 80.23% | Q2 2026 | Jul 17, 2026 |
| KG Capital Management | History | Added to | 16,264 | 709 | 0.42% | 0.39% | 164 | +3,840 | 30.91% | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 16,072 | 700 | 0.01% | 0.01% | 165 | +45 | 0.28% | Q2 2026 | Aug 07, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 15,708 | 685 | 0.06% | 0.08% | 166 | -2,885 | -15.52% | Q2 2026 | Jul 16, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 15,688 | 684 | 0.26% | 0.3% | 167 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 15,204 | 663 | 0.0% | 0.0% | 168 | +8,589 | 129.84% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 15,195 | 662 | 0.0% | 0.0% | 169 | -26,400 | -63.47% | Q2 2026 | Aug 14, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 15,144 | 660 | 0.26% | 0.25% | 170 | -870 | -5.43% | Q2 2026 | Jul 29, 2026 |
| Rossby Financial, LCC | History | Added to | 14,954 | 652 | 0.12% | 0.13% | 171 | +155 | 1.05% | Q2 2026 | Aug 04, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 14,219 | 620 | 0.03% | 0.03% | 172 | +243 | 1.74% | Q2 2026 | Jul 31, 2026 |
| First PREMIER Bank | History | Reduced | 13,795 | 601 | 0.1% | 0.19% | 173 | -5,375 | -28.04% | Q2 2026 | Jul 15, 2026 |
| Altus Wealth Group LLC | History | Reduced | 13,751 | 599 | 0.22% | 0.3% | 174 | -2,968 | -17.75% | Q2 2026 | Jul 17, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 13,621 | 593 | 0.01% | 0.01% | 175 | -184 | -1.33% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | Added to | 13,513 | 589 | 0.02% | 0.01% | 176 | +6,386 | 89.6% | Q2 2026 | Jul 15, 2026 |
| NOVEM GROUP | History | Added to | 13,403 | 584 | 0.06% | 0.06% | 177 | +1,076 | 8.73% | Q2 2026 | Jul 21, 2026 |
| CITIGROUP INC | History | Added to | 12,908 | 562 | 0.0% | 0.0% | 178 | +2,078 | 19.19% | Q2 2026 | Aug 03, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 12,856 | 560 | 0.34% | 0.4% | 179 | -26 | -0.2% | Q2 2026 | Jul 23, 2026 |
| United Advisor Group, LLC | History | Reduced | 12,795 | 557 | 0.06% | 0.07% | 180 | -317 | -2.42% | Q2 2026 | Jul 29, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 12,205 | 532 | 0.17% | 0.19% | 181 | -14,337 | -54.02% | Q2 2026 | Jul 27, 2026 |
| GSG Advisors LLC | History | Reduced | 12,187 | 531 | 0.12% | 0.19% | 182 | -4,769 | -28.13% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 12,156 | 530 | 0.02% | 0.12% | 183 | -41,095 | -77.17% | Q2 2026 | Jul 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 11,800 | 514 | 0.0% | 0.0% | 184 | +5,600 | 90.32% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | New | 11,787 | 513 | 0.02% | — | 185 | +11,787 | New | Q2 2026 | Aug 12, 2026 |
| Allen Capital Group, LLC | History | Reduced | 11,624 | 506 | 0.04% | 0.06% | 186 | -3,319 | -22.21% | Q2 2026 | Jul 27, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 11,391 | 496 | 0.02% | 0.02% | 187 | -50 | -0.44% | Q2 2026 | Jul 20, 2026 |
| DAVENPORT & Co LLC | History | Added to | 11,254 | 490 | 0.0% | 0.0% | 188 | +143 | 1.29% | Q2 2026 | Jul 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 10,971 | 478 | 0.0% | — | 189 | +10,971 | New | Q2 2026 | Aug 13, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 10,633 | 463 | 0.08% | 0.12% | 190 | -2,299 | -17.78% | Q2 2026 | Jul 30, 2026 |
| Advisory Services Network, LLC | History | Reduced | 10,523 | 458 | 0.01% | 0.01% | 191 | -3,084 | -22.66% | Q2 2026 | Aug 12, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 10,342 | 451 | 0.03% | 0.03% | 192 | -50 | -0.48% | Q2 2026 | Jul 27, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 10,301 | 449 | 0.13% | 0.15% | 193 | -233 | -2.21% | Q2 2026 | Jul 29, 2026 |
| Composition Wealth, LLC | History | Added to | 10,266 | 447 | 0.01% | 0.01% | 194 | +114 | 1.12% | Q2 2026 | Jul 22, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 10,223 | 445 | 0.03% | 0.04% | 195 | -1,172 | -10.29% | Q2 2026 | Jul 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 10,073 | 439 | 0.01% | 0.01% | 196 | -19 | -0.19% | Q2 2026 | Aug 04, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 9,974 | 432 | 0.05% | 0.05% | 197 | -58 | -0.58% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 9,555 | 416 | 0.01% | 0.01% | 198 | -1,641 | -14.66% | Q2 2026 | Aug 03, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 9,527 | 415 | 0.01% | 0.01% | 199 | +694 | 7.86% | Q2 2026 | Jul 22, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 9,483 | 413 | 0.04% | 0.05% | 200 | -887 | -8.55% | Q2 2026 | Jul 31, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 9,276 | 404 | 0.01% | 0.02% | 202 | -819 | -8.11% | Q2 2026 | Jul 09, 2026 |
| EQ LLC | History | Added to | 9,276 | 404 | 0.1% | 0.11% | 201 | +678 | 7.89% | Q2 2026 | Jul 23, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 8,939 | 389 | 0.18% | 0.27% | 203 | -3,443 | -27.81% | Q2 2026 | Aug 04, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 8,867 | 386 | 0.06% | 0.05% | 204 | +2,081 | 30.67% | Q2 2026 | Aug 17, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 8,772 | 382 | 0.24% | 0.26% | 205 | +119 | 1.38% | Q2 2026 | Jul 22, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 8,755 | 381 | 0.14% | 0.14% | 206 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| OneAscent Financial Services LLC | History | Added to | 8,714 | 380 | 0.02% | 0.02% | 207 | +719 | 8.99% | Q2 2026 | Aug 11, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 8,641 | 376 | 0.13% | 0.14% | 208 | -114 | -1.3% | Q2 2026 | Jul 17, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 8,510 | 369 | 0.17% | 0.2% | 209 | -535 | -5.91% | Q2 2026 | Jul 15, 2026 |
| Summit Financial, LLC | History | Reduced | 8,369 | 364 | 0.0% | 0.0% | 210 | -28 | -0.33% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 8,213 | 358 | 0.02% | 0.03% | 211 | +75 | 0.92% | Q2 2026 | Aug 07, 2026 |
| Seascape Capital Management | History | Reduced | 8,187 | 357 | 0.09% | 0.11% | 212 | -425 | -4.93% | Q2 2026 | Jul 21, 2026 |
| ROI Financial Advisors, LLC | History | Added to | 8,069 | 351 | 0.18% | 0.18% | 213 | +1,323 | 19.61% | Q2 2026 | Aug 14, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Added to | 7,954 | 346 | 0.07% | 0.06% | 214 | +1,698 | 27.14% | Q2 2026 | Aug 05, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 7,557 | 329 | 0.02% | 0.02% | 215 | -137 | -1.78% | Q2 2026 | Aug 14, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | History | Added to | 7,438 | 324 | 0.15% | 0.19% | 216 | +83 | 1.13% | Q2 2026 | Jul 23, 2026 |
| Arkadios Wealth Advisors | History | Added to | 7,288 | 317 | 0.0% | 0.0% | 217 | +964 | 15.24% | Q2 2026 | Aug 10, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 7,072 | 308 | 0.02% | 0.02% | 218 | +1,797 | 34.07% | Q2 2026 | Jul 08, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 7,045 | 307 | 0.02% | 0.05% | 219 | -5,214 | -42.53% | Q2 2026 | Jul 28, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 6,982 | 304 | 0.01% | 0.01% | 220 | -667 | -8.72% | Q2 2026 | Aug 14, 2026 |
| Cooper Financial Group | History | Reduced | 6,938 | 302 | 0.03% | 0.03% | 221 | -425 | -5.77% | Q2 2026 | Jul 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 6,851 | 298 | 0.01% | 0.01% | 222 | -229 | -3.23% | Q2 2026 | Jul 21, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 6,667 | 290 | 0.05% | 0.06% | 223 | -412 | -5.82% | Q2 2026 | Jul 22, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 6,550 | 285 | 0.16% | 0.18% | 224 | +105 | 1.63% | Q2 2026 | Jul 21, 2026 |
| GeoWealth Management, LLC | History | Added to | 6,471 | 282 | 0.01% | 0.01% | 225 | +355 | 5.8% | Q2 2026 | Jul 30, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 6,344 | 276 | 0.06% | 0.07% | 226 | -4 | -0.06% | Q2 2026 | Jul 08, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 6,316 | 275 | 0.07% | 0.12% | 227 | -3,148 | -33.26% | Q2 2026 | Jul 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 6,311 | 274 | 0.02% | 0.02% | 229 | +892 | 16.46% | Q2 2026 | Jul 22, 2026 |
| Sigma Planning Corp | History | Added to | 6,288 | 274 | 0.01% | 0.01% | 228 | +116 | 1.88% | Q2 2026 | Aug 07, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 6,348 | 272 | 0.02% | 0.11% | 230 | -25,057 | -79.79% | Q2 2026 | Aug 10, 2026 |
| EdgeRock Capital LLC | History | Added to | 6,192 | 270 | 0.06% | 0.07% | 231 | +2 | 0.03% | Q2 2026 | Jul 24, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 6,169 | 269 | 0.02% | 0.03% | 232 | -20 | -0.32% | Q2 2026 | Aug 11, 2026 |
| Omnitrust Wealth Management, Inc | History | No change | 5,947 | 259 | 0.34% | 0.34% | 233 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| RDA Financial Network | History | Reduced | 5,842 | 254 | 0.06% | 0.08% | 234 | -1,219 | -17.26% | Q2 2026 | Jul 06, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 5,759 | 251 | 0.01% | 0.02% | 236 | -1,974 | -25.53% | Q2 2026 | Aug 11, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 5,771 | 251 | 0.14% | 0.17% | 235 | -112 | -1.9% | Q2 2026 | Aug 13, 2026 |
| Cloud Capital Management, LLC | History | New | 5,696 | 248 | 0.09% | — | 238 | +5,696 | New | Q2 2026 | Aug 13, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 5,708 | 248 | 0.09% | 0.11% | 237 | -398 | -6.52% | Q2 2026 | Jul 07, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 5,659 | 247 | 0.08% | 0.08% | 240 | -224 | -3.81% | Q2 2026 | Aug 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 5,672 | 247 | 0.06% | 0.07% | 239 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Beacon Financial Advisory LLC | History | No change | 5,632 | 245 | 0.05% | 0.06% | 241 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 5,444 | 237 | 0.06% | 5.09% | 243 | -375,461 | -98.57% | Q2 2026 | Aug 13, 2026 |
| Old Port Advisors | History | Reduced | 5,451 | 237 | 0.05% | 0.05% | 242 | -20 | -0.37% | Q2 2026 | Jul 21, 2026 |
| Waverly Advisors, LLC | History | Reduced | 5,420 | 236 | 0.0% | 0.0% | 244 | -1 | -0.02% | Q2 2026 | Aug 14, 2026 |
| Andina Capital Management, LLC | History | Reduced | 5,299 | 231 | 0.37% | 0.39% | 245 | -4,926 | -48.18% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,227 | 227 | 0.0% | 0.0% | 246 | -915 | -14.9% | Q2 2026 | Aug 05, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 5,149 | 224 | 0.03% | 0.04% | 247 | +22 | 0.43% | Q2 2026 | Aug 03, 2026 |
| WEDBUSH SECURITIES INC | History | New | 5,067 | 221 | 0.01% | — | 249 | +5,067 | New | Q2 2026 | Jul 28, 2026 |
| TD Capital Management LLC | History | Added to | 5,081 | 221 | 0.02% | 0.02% | 248 | +57 | 1.13% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | Reduced | 5,035 | 219 | 0.0% | 0.0% | 250 | -10 | -0.2% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Reduced | 5,011 | 218 | 0.0% | 0.01% | 251 | -22,092 | -81.51% | Q2 2026 | Jul 15, 2026 |
| Allworth Financial LP | History | Added to | 4,805 | 209 | 0.0% | 0.0% | 252 | +380 | 8.59% | Q2 2026 | Aug 11, 2026 |
| Magnus Financial Group LLC | History | New | 4,779 | 208 | 0.01% | — | 253 | +4,779 | New | Q2 2026 | Jul 09, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 4,765 | 207 | 0.09% | — | 254 | +4,765 | New | Q2 2026 | Jul 30, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | New | 1,505 | 206 | 0.09% | — | 255 | +1,505 | New | Q2 2026 | Aug 05, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | New | 4,586 | 199 | 0.04% | — | 256 | +4,586 | New | Q2 2026 | Jul 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 4,547 | 198 | 0.0% | — | 257 | +4,547 | New | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,480 | 195 | 0.0% | — | 258 | +4,480 | New | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 4,243 | 184 | 0.02% | — | 259 | +4,243 | New | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 4,104 | 178 | 0.02% | — | 260 | +4,104 | New | Q2 2026 | Aug 12, 2026 |
| Ankerstar Wealth, LLC | History | No change | 4,000 | 174 | 0.15% | 0.18% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | Added to | 3,813 | 166 | 0.02% | 0.03% | 262 | +16 | 0.42% | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, LLC | History | No change | 3,715 | 161 | 0.04% | 0.05% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 3,387 | 147 | 0.06% | — | 264 | +3,387 | New | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | New | 3,220 | 140 | 0.0% | — | 265 | +3,220 | New | Q2 2026 | Aug 06, 2026 |
| Biltmore Family Office, LLC | History | New | 3,075 | 134 | 0.02% | — | 266 | +3,075 | New | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3,002 | 130 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 2,969 | 129 | 0.01% | 0.01% | 268 | +25 | 0.85% | Q2 2026 | Jul 22, 2026 |
| Bogart Wealth, LLC | History | Reduced | 2,590 | 112 | 0.0% | 0.0% | 269 | -54 | -2.04% | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,310 | 100 | 0.0% | 0.0% | 270 | -764 | -24.85% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,129 | 92 | 0.0% | 0.0% | 271 | +1,139 | 115.05% | Q2 2026 | Jul 27, 2026 |
| LFA - Lugano Financial Advisors SA | History | New | 2,000 | 87 | 0.05% | — | 272 | +2,000 | New | Q2 2026 | Jul 28, 2026 |
| Evelyn Partners Group Ltd | History | New | 1,554 | 67 | 0.0% | — | 273 | +1,554 | New | Q2 2026 | Aug 07, 2026 |
| First Pacific Financial | History | Added to | 1,409 | 61 | 0.01% | 0.01% | 274 | +16 | 1.15% | Q2 2026 | Jul 20, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 1,347 | 58 | 0.02% | 0.02% | 275 | -162 | -10.74% | Q2 2026 | Jul 21, 2026 |
| My Portfolio Guide, LLC | History | No change | 1,159 | 50 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 1,080 | 47 | 0.04% | 0.02% | 277 | +472 | 77.63% | Q2 2026 | Jul 24, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 1,004 | 43 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Coppell Advisory Solutions LLC | History | New | 278,944 | 40 | 0.0% | — | 279 | +278,944 | New | Q2 2026 | Aug 14, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 898 | 39 | 0.01% | 0.01% | 281 | +9 | 1.01% | Q2 2026 | Jul 24, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 900 | 39 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 717 | 31 | 0.0% | 0.0% | 282 | +1 | 0.14% | Q2 2026 | Aug 12, 2026 |
| Avion Wealth | History | New | 700 | 30 | 0.01% | — | 283 | +700 | New | Q2 2026 | Jul 31, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 666 | 29 | 0.01% | 0.01% | 284 | -11 | -1.62% | Q2 2026 | Jul 31, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 596 | 26 | 0.0% | 0.0% | 285 | +515 | 635.8% | Q2 2026 | Aug 14, 2026 |
| Buck Wealth Strategies, LLC | History | New | 586 | 25 | 0.0% | — | 286 | +586 | New | Q2 2026 | Jul 30, 2026 |
| Robinswood Financial LLC | History | No change | 495 | 21 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 444 | 19 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AdvisorNet Financial, Inc | History | No change | 420 | 18 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 425 | 18 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ascentis Independent Advisors | History | No change | 418 | 18 | 0.05% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Key Capital Management, INC | History | Added to | 409 | 17 | 0.01% | 0.0% | 293 | +306 | 297.09% | Q2 2026 | Jul 27, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 404 | 17 | 0.01% | 0.01% | 292 | +5 | 1.25% | Q2 2026 | Aug 14, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 383 | 16 | 0.01% | 0.01% | 294 | -121 | -24.01% | Q2 2026 | Jul 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 313 | 13 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 284 | 12 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 225 | 10 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tidemark, LLC | History | No change | 239 | 10 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 219 | 9 | 0.0% | 0.0% | 299 | -1,083 | -83.18% | Q2 2026 | Aug 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 210 | 9 | 0.0% | 0.01% | 300 | -270 | -56.25% | Q2 2026 | Aug 10, 2026 |