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 | No change | 9,271,481 | 404,329 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 7,240,550 | 315,760 | 0.07% | 0.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 4,756,148 | 207,415 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,317,649 | 101,072 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,169,904 | 94,629 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,710,220 | 74,594 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 1,607,387 | 70,098 | 0.07% | 0.07% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 1,531,195 | 66,775 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,519,654 | 66,272 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,312,579 | 56,204 | 0.07% | 0.06% | 10 | +76,344 | 6.18% | Q3 2026 | Oct 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,073,904 | 46,832 | 0.14% | 0.14% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 943,810 | 41,159 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 940,552 | 41,017 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 887,302 | 38,695 | 0.79% | 0.79% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| One Way Holdings LLC | History | Added to | 879,142 | 36,282 | 1.62% | 1.63% | 15 | +95,461 | 12.18% | Q3 2026 | Oct 29, 2026 |
| &PARTNERS | History | No change | 819,967 | 35,362 | 0.15% | 0.15% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 807,975 | 35,240 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 723,246 | 31,540 | 0.21% | 0.21% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 739,505 | 30,519 | 0.83% | 0.77% | 19 | +108,723 | 17.24% | Q3 2026 | Oct 05, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 676,315 | 27,911 | 2.44% | 2.54% | 20 | +21,486 | 3.28% | Q3 2026 | Oct 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 639,460 | 26,391 | 0.06% | 0.07% | 21 | -33,773 | -5.02% | Q3 2026 | Nov 02, 2026 |
| Baird Financial Group, Inc. | History | No change | 602,672 | 26,282 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 589,029 | 24,341 | 0.04% | 0.04% | 23 | -20,007 | -3.29% | Q3 2026 | Nov 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 514,423 | 22,434 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 500,399 | 21,822 | 0.11% | 0.11% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 485,591 | 21,176 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TCP Asset Management, LLC | History | Added to | 483,288 | 19,945 | 2.25% | 2.32% | 27 | +14,174 | 3.02% | Q3 2026 | Oct 14, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 421,122 | 18,365 | 1.74% | 1.74% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 437,228 | 18,363 | 0.24% | 0.33% | 29 | -89,637 | -17.01% | Q3 2026 | Nov 04, 2026 |
| LeClair Wealth Partners LLC | History | No change | 410,941 | 17,921 | 9.28% | 9.28% | 30 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 402,503 | 16,611 | 0.02% | 0.02% | 31 | -13,654 | -3.28% | Q3 2026 | Nov 02, 2026 |
| Vise Technologies, Inc. | History | Added to | 332,155 | 13,708 | 0.11% | 0.09% | 32 | +157,413 | 90.08% | Q3 2026 | Oct 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 276,076 | 12,039 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 264,896 | 11,552 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 257,271 | 11,219 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LexAurum Advisors, LLC | History | Added to | 264,851 | 10,930 | 1.22% | 1.23% | 36 | +21,335 | 8.76% | Q3 2026 | Oct 19, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 224,844 | 9,805 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 224,104 | 9,773 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 223,997 | 9,768 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | Added to | 231,254 | 9,543 | 1.66% | 1.8% | 40 | +3,119 | 1.37% | Q3 2026 | Oct 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 229,542 | 9,473 | 0.16% | 0.02% | 41 | +206,466 | 894.72% | Q3 2026 | Nov 04, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 216,753 | 9,454 | 0.09% | 0.09% | 42 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 201,339 | 8,780 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 208,872 | 8,620 | 2.08% | 2.11% | 44 | +6,271 | 3.1% | Q3 2026 | Nov 03, 2026 |
| CoreCap Advisors, LLC | History | Added to | 198,246 | 8,181 | 0.24% | 0.2% | 45 | +42,816 | 27.55% | Q3 2026 | Oct 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 187,558 | 8,179 | 1.85% | 1.85% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 192,709 | 7,953 | 0.13% | 0.13% | 47 | +7,991 | 4.33% | Q3 2026 | Oct 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 179,003 | 7,806 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 176,885 | 7,713 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 171,321 | 7,471 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 163,073 | 6,730 | 0.11% | 0.13% | 51 | -6,165 | -3.64% | Q3 2026 | Oct 16, 2026 |
| ERn Financial, LLC | History | Added to | 144,918 | 5,980 | 0.98% | 1.03% | 52 | +1,704 | 1.19% | Q3 2026 | Oct 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 144,877 | 5,979 | 0.02% | 0.02% | 53 | -1,582 | -1.08% | Q3 2026 | Nov 02, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 131,498 | 5,734 | 0.23% | 0.23% | 54 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | No change | 128,531 | 5,630 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Retirement Planning Group, LLC | History | Added to | 128,931 | 5,320 | 0.13% | 0.13% | 56 | +14,109 | 12.29% | Q3 2026 | Oct 19, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 116,949 | 5,100 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 123,380 | 5,091 | 0.21% | 0.16% | 58 | -113,578 | -47.93% | Q3 2026 | Oct 21, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 116,154 | 5,065 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | No change | 113,161 | 4,934 | 2.58% | 2.58% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Darwin Wealth Management, LLC | History | No change | 112,766 | 4,917 | 1.35% | 1.35% | 61 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mutual Advisors, LLC | History | No change | 111,362 | 4,856 | 0.09% | 0.09% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Family Capital Management, Inc. | History | Added to | 112,280 | 4,633 | 1.78% | 1.87% | 63 | +1,897 | 1.72% | Q3 2026 | Nov 03, 2026 |
| AE Wealth Management LLC | History | No change | 106,045 | 4,624 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Randall & Associates Wealth Management | History | Reduced | 110,395 | 4,556 | 2.76% | 3.24% | 65 | -9,701 | -8.08% | Q3 2026 | Oct 20, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 108,623 | 4,492 | 0.8% | 0.88% | 66 | +280 | 0.26% | Q3 2026 | Nov 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 107,847 | 4,450 | 0.09% | 0.1% | 67 | -6,034 | -5.3% | Q3 2026 | Nov 02, 2026 |
| BCGM Wealth Management, LLC | History | No change | 92,775 | 4,045 | 0.86% | 0.86% | 68 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | No change | 90,997 | 3,968 | 0.09% | 0.09% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | Added to | 91,023 | 3,756 | 0.48% | 0.48% | 70 | +7,073 | 8.43% | Q3 2026 | Nov 02, 2026 |
| Capital Planning LLC | History | Added to | 90,228 | 3,723 | 0.99% | 1.14% | 71 | +545 | 0.61% | Q3 2026 | Oct 09, 2026 |
| World Investment Advisors | History | No change | 85,391 | 3,722 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Reduced | 89,754 | 3,704 | 0.01% | 0.01% | 73 | -29,367 | -24.65% | Q3 2026 | Oct 21, 2026 |
| Core Wealth Partners LLC | History | Reduced | 84,287 | 3,478 | 1.42% | 1.58% | 75 | -594 | -0.7% | Q3 2026 | Oct 30, 2026 |
| Equitable Holdings, Inc. | History | No change | 79,764 | 3,478 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 76,889 | 3,353 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 76,868 | 3,352 | 0.94% | 0.94% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 76,856 | 3,351 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 80,467 | 3,320 | 0.03% | 0.04% | 79 | +2,099 | 2.68% | Q3 2026 | Oct 26, 2026 |
| CFO4Life Group, LLC | History | No change | 75,387 | 3,287 | 0.44% | 0.44% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 74,975 | 3,094 | 0.31% | 0.29% | 81 | +1,044 | 1.41% | Q3 2026 | Oct 14, 2026 |
| Intrua Financial, LLC | History | Added to | 73,936 | 3,051 | 0.29% | 0.19% | 82 | +25,611 | 53.0% | Q3 2026 | Oct 28, 2026 |
| Kovack Advisors, Inc. | History | No change | 68,556 | 2,989 | 0.14% | 0.14% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RFG Advisory, LLC | History | Reduced | 70,995 | 2,929 | 0.04% | 0.08% | 84 | -44,719 | -38.65% | Q3 2026 | Nov 03, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 69,491 | 2,867 | 0.33% | 0.39% | 85 | -3,040 | -4.19% | Q3 2026 | Oct 13, 2026 |
| Atria Investments, Inc | History | Reduced | 68,174 | 2,813 | 0.03% | 0.03% | 86 | -6,124 | -8.24% | Q3 2026 | Oct 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 67,384 | 2,780 | 0.05% | 0.05% | 87 | -1,302 | -1.9% | Q3 2026 | Oct 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 62,412 | 2,721 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 60,929 | 2,657 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 64,221 | 2,650 | 0.05% | 0.05% | 90 | +1,097 | 1.74% | Q3 2026 | Oct 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 63,889 | 2,636 | 0.02% | 0.02% | 91 | +3,439 | 5.69% | Q3 2026 | Oct 16, 2026 |
| Harvest Investment Services, LLC | History | No change | 59,492 | 2,594 | 0.4% | 0.4% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 59,023 | 2,435 | 0.12% | 0.11% | 93 | +4,176 | 7.61% | Q3 2026 | Nov 05, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 55,625 | 2,425 | 0.3% | 0.3% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | No change | 54,585 | 2,380 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewSquare Capital LLC | History | No change | 52,982 | 2,310 | 0.17% | 0.17% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 51,870 | 2,262 | 0.3% | 0.3% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 54,234 | 2,238 | 0.25% | 0.36% | 98 | -18,225 | -25.15% | Q3 2026 | Oct 19, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 50,926 | 2,220 | 0.13% | 0.13% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 52,488 | 2,166 | 0.02% | 0.02% | 100 | -4,130 | -7.29% | Q3 2026 | Oct 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 51,164 | 2,111 | 0.0% | 0.0% | 101 | -24,973 | -32.8% | Q3 2026 | Nov 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 49,865 | 2,057 | 0.01% | 0.01% | 102 | +2,736 | 5.81% | Q3 2026 | Oct 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 44,315 | 1,932 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 42,567 | 1,856 | 0.07% | 0.07% | 104 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 43,917 | 1,812 | 0.04% | 0.07% | 105 | -18,681 | -29.84% | Q3 2026 | Nov 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 42,375 | 1,756 | 0.0% | 0.0% | 106 | +15,146 | 55.62% | Q3 2026 | Oct 13, 2026 |
| First Financial Group Corp | History | Reduced | 42,326 | 1,746 | 1.33% | 1.41% | 107 | -2,520 | -5.62% | Q3 2026 | Oct 22, 2026 |
| IFG Advisory, LLC | History | No change | 38,745 | 1,689 | 0.06% | 0.06% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 40,289 | 1,662 | 0.0% | 0.0% | 109 | -15,346 | -27.58% | Q3 2026 | Nov 05, 2026 |
| American Financial Advisors, LLC | History | No change | 35,407 | 1,544 | 0.19% | 0.19% | 110 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 35,194 | 1,534 | 0.64% | 0.64% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 35,560 | 1,467 | 0.0% | 0.0% | 112 | -2,495 | -6.56% | Q3 2026 | Nov 02, 2026 |
| HCR Wealth Advisors | History | Reduced | 34,811 | 1,436 | 0.11% | 0.14% | 113 | -2,284 | -6.16% | Q3 2026 | Oct 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 34,458 | 1,422 | 0.01% | 0.01% | 114 | -11,176 | -24.49% | Q3 2026 | Oct 26, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 34,325 | 1,416 | 0.15% | 0.25% | 115 | -22,484 | -39.58% | Q3 2026 | Oct 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 31,933 | 1,392 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Drake & Associates, LLC | History | No change | 31,888 | 1,390 | 0.23% | 0.23% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 33,437 | 1,379 | 0.76% | 0.85% | 118 | -2,060 | -5.8% | Q3 2026 | Oct 15, 2026 |
| Western Wealth Management, LLC | History | No change | 31,119 | 1,357 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 30,467 | 1,328 | 0.1% | 0.1% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advance Capital Management, Inc. | History | No change | 29,842 | 1,301 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 29,540 | 1,288 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WCG Wealth Advisors LLC | History | No change | 27,072 | 1,180 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 27,900 | 1,151 | 0.43% | 0.47% | 124 | -2,993 | -9.69% | Q3 2026 | Nov 02, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 26,262 | 1,145 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global View Capital Management LLC | History | Reduced | 27,293 | 1,126 | 0.25% | 0.35% | 126 | -11,757 | -30.11% | Q3 2026 | Oct 28, 2026 |
| Maia Wealth LLC | History | Reduced | 26,966 | 1,112 | 0.15% | 0.2% | 127 | -4,240 | -13.59% | Q3 2026 | Oct 19, 2026 |
| Sun Financial Inc | History | No change | 24,259 | 1,041 | 0.49% | 0.49% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 23,454 | 1,022 | 0.19% | 0.19% | 129 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| IHT Wealth Management, LLC | History | No change | 23,332 | 1,017 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 23,076 | 1,006 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | Reduced | 24,370 | 1,005 | 1.0% | 0.99% | 132 | -947 | -3.74% | Q3 2026 | Oct 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 22,977 | 1,002 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 22,129 | 965 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Laraway Financial Advisors Inc | History | No change | 21,882 | 954 | 0.58% | 0.58% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFS Group,LLC | History | No change | 21,825 | 951 | 1.31% | 1.31% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sequent Planning LLC | History | No change | 21,447 | 935 | 0.2% | 0.2% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 22,626 | 933 | 0.11% | 0.12% | 138 | -1,046 | -4.42% | Q3 2026 | Oct 08, 2026 |
| Merit Financial Group, LLC | History | No change | 21,099 | 920 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 22,161 | 914 | 0.06% | 0.05% | 140 | +5,807 | 35.51% | Q3 2026 | Oct 22, 2026 |
| Quadrature Capital Ltd | History | No change | 20,655 | 900 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 21,569 | 890 | 0.16% | 0.9% | 142 | -132,058 | -85.96% | Q3 2026 | Oct 20, 2026 |
| KG Capital Management | History | Added to | 20,071 | 828 | 0.51% | 0.42% | 143 | +3,807 | 23.41% | Q3 2026 | Oct 14, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 19,598 | 808 | 0.22% | 0.22% | 144 | +877 | 4.68% | Q3 2026 | Oct 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 19,548 | 806 | 0.01% | 0.01% | 145 | +791 | 4.22% | Q3 2026 | Oct 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 19,446 | 802 | 0.05% | 0.05% | 146 | +1,052 | 5.72% | Q3 2026 | Oct 30, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 19,140 | 789 | 0.02% | 0.02% | 147 | +2,096 | 12.3% | Q3 2026 | Oct 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 19,073 | 787 | 0.21% | 0.22% | 148 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 18,782 | 775 | 0.23% | 1.51% | 149 | -96,220 | -83.67% | Q3 2026 | Oct 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 18,752 | 773 | 0.08% | 0.1% | 150 | -661 | -3.4% | Q3 2026 | Oct 30, 2026 |
| CLG LLC | History | Reduced | 18,585 | 766 | 0.16% | 0.19% | 151 | -1,084 | -5.51% | Q3 2026 | Oct 13, 2026 |
| Advisory Alpha, LLC | History | No change | 17,057 | 743 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOVEM GROUP | History | Added to | 16,817 | 694 | 0.07% | 0.06% | 153 | +3,414 | 25.47% | Q3 2026 | Oct 19, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 16,678 | 688 | 0.17% | 0.18% | 154 | -546 | -3.17% | Q3 2026 | Oct 19, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 15,204 | 663 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 15,195 | 662 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 15,144 | 660 | 0.26% | 0.26% | 157 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 15,888 | 657 | 0.73% | — | 158 | +15,888 | New | Q3 2026 | Oct 27, 2026 |
| Rossby Financial, LCC | History | Added to | 15,743 | 649 | 0.1% | 0.12% | 159 | +789 | 5.28% | Q3 2026 | Nov 05, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 15,688 | 647 | 0.22% | 0.26% | 160 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Spire Wealth Management | History | Added to | 15,600 | 643 | 0.02% | 0.02% | 161 | +2,087 | 15.44% | Q3 2026 | Oct 30, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 14,988 | 618 | 0.03% | 0.04% | 162 | -2,557 | -14.57% | Q3 2026 | Oct 16, 2026 |
| PFG Advisors | History | Reduced | 14,840 | 612 | 0.03% | 0.04% | 163 | -2,008 | -11.92% | Q3 2026 | Oct 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 14,370 | 593 | 0.03% | 0.03% | 164 | +151 | 1.06% | Q3 2026 | Oct 28, 2026 |
| NewEdge Wealth, LLC | History | No change | 13,621 | 593 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | Added to | 14,141 | 583 | 0.0% | 0.0% | 166 | +1,233 | 9.55% | Q3 2026 | Nov 04, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 13,180 | 543 | 0.29% | 0.57% | 167 | -7,751 | -37.03% | Q3 2026 | Oct 15, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 13,081 | 539 | 0.32% | 0.34% | 168 | +225 | 1.75% | Q3 2026 | Oct 20, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 12,907 | 532 | 0.15% | 0.53% | 169 | -26,539 | -67.28% | Q3 2026 | Oct 26, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 11,800 | 514 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Richmond Investment Services, LLC | History | Added to | 12,257 | 505 | 0.16% | 0.17% | 171 | +52 | 0.43% | Q3 2026 | Oct 29, 2026 |
| GSG Advisors LLC | History | Added to | 12,221 | 504 | 0.11% | 0.12% | 172 | +34 | 0.28% | Q3 2026 | Nov 03, 2026 |
| United Advisor Group, LLC | History | Reduced | 12,087 | 498 | 0.05% | 0.06% | 173 | -708 | -5.53% | Q3 2026 | Nov 02, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 11,997 | 495 | 0.02% | 0.02% | 174 | -159 | -1.31% | Q3 2026 | Nov 04, 2026 |
| First PREMIER Bank | History | Reduced | 11,795 | 486 | 0.08% | 0.1% | 175 | -2,000 | -14.5% | Q3 2026 | Oct 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 10,971 | 478 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allen Capital Group, LLC | History | Reduced | 11,391 | 470 | 0.04% | 0.04% | 177 | -233 | -2.0% | Q3 2026 | Oct 27, 2026 |
| Advisory Services Network, LLC | History | No change | 10,523 | 458 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | No change | 10,266 | 447 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 10,820 | 446 | 0.01% | 0.01% | 180 | +1,293 | 13.57% | Q3 2026 | Oct 23, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 10,805 | 445 | 0.01% | 0.01% | 181 | -5,267 | -32.77% | Q3 2026 | Oct 22, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 10,782 | 444 | 0.08% | 0.16% | 182 | -10,973 | -50.44% | Q3 2026 | Oct 19, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 10,712 | 444 | 0.02% | 0.02% | 183 | -679 | -5.96% | Q3 2026 | Oct 09, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 10,668 | 440 | 0.07% | 0.08% | 184 | +35 | 0.33% | Q3 2026 | Oct 26, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 10,073 | 439 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 10,372 | 428 | 0.0% | 0.0% | 186 | -882 | -7.84% | Q3 2026 | Oct 14, 2026 |
| StoneX Group Inc. | History | Reduced | 10,305 | 425 | 0.02% | 0.02% | 187 | -1,482 | -12.57% | Q3 2026 | Nov 03, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 10,314 | 425 | 0.03% | 0.03% | 188 | -28 | -0.27% | Q3 2026 | Oct 28, 2026 |
| Savvy Advisors, Inc. | History | No change | 9,555 | 416 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROI Financial Advisors, LLC | History | Added to | 9,976 | 411 | 0.21% | 0.18% | 190 | +1,907 | 23.63% | Q3 2026 | Oct 19, 2026 |
| EQ LLC | History | No change | 9,276 | 404 | 0.1% | 0.1% | 191 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 9,690 | 399 | 0.03% | 0.03% | 192 | -533 | -5.21% | Q3 2026 | Oct 26, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 9,618 | 396 | 0.06% | 0.06% | 193 | +751 | 8.47% | Q3 2026 | Oct 20, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 9,483 | 391 | 0.04% | 0.04% | 194 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 8,939 | 389 | 0.18% | 0.18% | 195 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OneAscent Financial Services LLC | History | No change | 8,714 | 380 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial, LLC | History | No change | 8,369 | 364 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 8,213 | 358 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Seascape Capital Management | History | No change | 8,187 | 357 | 0.09% | 0.09% | 199 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lighthouse Wealth Management Inc. | History | Reduced | 8,626 | 355 | 0.22% | 0.24% | 200 | -146 | -1.66% | Q3 2026 | Oct 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 8,544 | 352 | 0.01% | 0.01% | 201 | +1,693 | 24.71% | Q3 2026 | Nov 05, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 8,521 | 351 | 0.01% | 0.01% | 202 | -755 | -8.14% | Q3 2026 | Oct 14, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 8,499 | 350 | 0.03% | 0.06% | 203 | -7,209 | -45.89% | Q3 2026 | Oct 19, 2026 |
| Signature Equity Partners, LLC | History | Added to | 8,294 | 342 | 0.12% | 0.01% | 204 | +7,911 | 2065.54% | Q3 2026 | Oct 29, 2026 |
| Regal Investment Advisors LLC | History | No change | 7,557 | 329 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 7,824 | 325 | 0.15% | 0.17% | 206 | -686 | -8.06% | Q3 2026 | Oct 23, 2026 |
| Arkadios Wealth Advisors | History | No change | 7,288 | 317 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 7,526 | 310 | 0.11% | 0.13% | 209 | -1,115 | -12.9% | Q3 2026 | Oct 20, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | History | Added to | 7,526 | 310 | 0.15% | 0.15% | 208 | +88 | 1.18% | Q3 2026 | Oct 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 6,982 | 304 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 7,348 | 303 | 0.02% | 0.02% | 211 | +1,000 | 15.75% | Q3 2026 | Oct 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 7,311 | 302 | 0.02% | 0.02% | 212 | +1,000 | 15.85% | Q3 2026 | Nov 02, 2026 |
| ABLE Financial Group, LLC | History | Added to | 7,124 | 294 | 0.05% | 0.05% | 213 | +457 | 6.85% | Q3 2026 | Oct 14, 2026 |
| Cooper Financial Group | History | Added to | 7,013 | 289 | 0.02% | 0.03% | 214 | +75 | 1.08% | Q3 2026 | Oct 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 6,885 | 284 | 0.01% | 0.04% | 215 | -14,344 | -67.57% | Q3 2026 | Nov 04, 2026 |
| GeoWealth Management, LLC | History | No change | 6,471 | 282 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 6,822 | 281 | 0.08% | 0.13% | 217 | -3,479 | -33.77% | Q3 2026 | Oct 21, 2026 |
| Goldstone Financial Group, LLC | History | No change | 6,169 | 269 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 6,481 | 267 | 0.02% | 0.05% | 219 | -3,493 | -35.02% | Q3 2026 | Nov 02, 2026 |
| Sigma Planning Corp | History | Added to | 6,404 | 264 | 0.01% | 0.01% | 220 | +116 | 1.84% | Q3 2026 | Oct 23, 2026 |
| XML Financial, LLC | History | New | 6,218 | 256 | 0.02% | — | 221 | +6,218 | New | Q3 2026 | Oct 29, 2026 |
| EdgeRock Capital LLC | History | Added to | 6,195 | 255 | 0.06% | 0.06% | 222 | +3 | 0.05% | Q3 2026 | Nov 03, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 6,156 | 254 | 0.01% | — | 223 | +6,156 | New | Q3 2026 | Oct 29, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 6,089 | 251 | 0.02% | 0.02% | 225 | -983 | -13.9% | Q3 2026 | Oct 08, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 5,771 | 251 | 0.14% | 0.14% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cloud Capital Management, LLC | History | No change | 5,696 | 248 | 0.09% | 0.09% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 5,659 | 247 | 0.08% | 0.08% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 5,863 | 242 | 0.01% | 0.01% | 228 | +796 | 15.71% | Q3 2026 | Oct 22, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 5,444 | 237 | 0.06% | 0.06% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 5,741 | 236 | 0.08% | 0.09% | 231 | +33 | 0.58% | Q3 2026 | Oct 15, 2026 |
| Waverly Advisors, LLC | History | No change | 5,420 | 236 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 5,589 | 230 | 0.05% | 0.06% | 232 | -755 | -11.9% | Q3 2026 | Oct 08, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 5,532 | 228 | 0.04% | 0.05% | 233 | -100 | -1.78% | Q3 2026 | Oct 16, 2026 |
| Magnus Financial Group LLC | History | Added to | 5,428 | 224 | 0.01% | 0.01% | 234 | +649 | 13.58% | Q3 2026 | Oct 21, 2026 |
| Summit Wealth Partners, LLC | History | No change | 5,149 | 224 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Capital Management LLC | History | No change | 5,081 | 221 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 5,035 | 219 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Andina Capital Management, LLC | History | No change | 5,299 | 218 | 0.31% | 0.37% | 238 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Old Port Advisors | History | Reduced | 5,181 | 213 | 0.04% | 0.05% | 239 | -270 | -4.95% | Q3 2026 | Oct 23, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 5,117 | 211 | 0.01% | 0.01% | 240 | -642 | -11.15% | Q3 2026 | Oct 20, 2026 |
| Allworth Financial LP | History | No change | 4,805 | 209 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brookstone Capital Management | History | No change | 5,011 | 206 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | No change | 1,505 | 206 | 0.09% | 0.09% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 4,900 | 202 | 0.12% | 0.16% | 244 | -1,650 | -25.19% | Q3 2026 | Nov 03, 2026 |
| Qube Research & Technologies Ltd | History | No change | 4,547 | 198 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,480 | 195 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 4,243 | 184 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 4,000 | 174 | 0.15% | 0.15% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,195 | 173 | 0.01% | 0.02% | 249 | -2,850 | -40.45% | Q3 2026 | Oct 20, 2026 |
| Synergy Investment Management, LLC | History | No change | 3,715 | 161 | 0.04% | 0.04% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,727 | 153 | 0.0% | 0.0% | 251 | -1,500 | -28.7% | Q3 2026 | Nov 03, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 3,472 | 143 | 0.0% | 0.0% | 252 | +1,343 | 63.08% | Q3 2026 | Oct 28, 2026 |
| US BANCORP \DE\ | History | Added to | 3,459 | 142 | 0.0% | 0.0% | 253 | +1,149 | 49.74% | Q3 2026 | Nov 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,220 | 140 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Biltmore Family Office, LLC | History | No change | 3,075 | 126 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 2,996 | 123 | 0.01% | 0.01% | 256 | +27 | 0.91% | Q3 2026 | Nov 02, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3,002 | 123 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Bogart Wealth, LLC | History | No change | 2,590 | 112 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 2,484 | 102 | 0.04% | 0.06% | 259 | -903 | -26.66% | Q3 2026 | Nov 04, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 1,684 | 69 | 0.01% | 0.02% | 260 | -2,420 | -58.97% | Q3 2026 | Oct 30, 2026 |
| Evelyn Partners Group Ltd | History | No change | 1,554 | 67 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GK Wealth Management LLC | History | New | 1,415 | 58 | 0.03% | — | 263 | +1,415 | New | Q3 2026 | Oct 09, 2026 |
| First Pacific Financial | History | Added to | 1,426 | 58 | 0.01% | 0.01% | 262 | +17 | 1.21% | Q3 2026 | Oct 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 1,372 | 56 | 0.04% | 0.04% | 264 | +292 | 27.04% | Q3 2026 | Nov 02, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 1,004 | 43 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 278,944 | 40 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 778 | 32 | 0.01% | 0.01% | 267 | -120 | -13.36% | Q3 2026 | Oct 21, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 717 | 31 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrity Financial Corp /WA | History | No change | 666 | 29 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Avion Wealth | History | No change | 700 | 28 | 0.0% | 0.01% | 270 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 596 | 26 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 601 | 24 | 0.01% | 0.02% | 272 | -746 | -55.38% | Q3 2026 | Oct 28, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 590 | 24 | 0.0% | 0.0% | 273 | +4 | 0.68% | Q3 2026 | Oct 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 444 | 19 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 425 | 17 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Ascentis Independent Advisors | History | No change | 418 | 17 | 0.0% | 0.05% | 276 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 404 | 17 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key Capital Management, INC | History | No change | 409 | 16 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Blue Trust, Inc. | History | Added to | 341 | 14 | 0.0% | 0.0% | 279 | +295 | 641.3% | Q3 2026 | Oct 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 313 | 13 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 284 | 12 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 277 | 11 | 0.01% | 0.0% | 282 | +98 | 54.75% | Q3 2026 | Nov 05, 2026 |
| Tidemark, LLC | History | No change | 239 | 10 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 225 | 9 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 219 | 9 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 210 | 9 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 198 | 8 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Founders Financial Alliance, LLC | History | No change | 186 | 8 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 184 | 7 | 0.0% | — | 291 | +184 | New | Q3 2026 | Oct 27, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 182 | 7 | 0.0% | 0.0% | 289 | +1 | 0.55% | Q3 2026 | Nov 02, 2026 |
| SHP Wealth Management | History | No change | 167 | 7 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 156 | 6 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 139 | 6 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 145 | 6 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 104 | 5 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 127 | 5 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 86 | 3 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMG Wealth Management, Inc. | History | No change | 73 | 3 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Root Financial Partners, LLC | History | New | 57 | 2 | 0.0% | — | 300 | +57 | New | Q3 2026 | Oct 21, 2026 |
| Dunhill Financial, LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CX Institutional | History | New | 34 | 1 | 0.0% | — | 304 | +34 | New | Q3 2026 | Oct 02, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 44 | 1 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bernard Wealth Management Corp. | History | No change | 33 | 1 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| BFC Planning, Inc. | History | No change | 35 | 1 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Closed out | 0 | 0 | — | 8.25% | — | -343,382 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Providence First Trust Co | History | Closed out | 0 | 0 | — | 0.2% | — | -16,636 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Altus Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -13,751 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Closed out | 0 | 0 | — | 0.07% | — | -7,954 | -100.0% | Q3 2026 | Oct 21, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,316 | -100.0% | Q3 2026 | Oct 02, 2026 |
| RDA Financial Network | History | Closed out | 0 | 0 | — | 0.06% | — | -5,842 | -100.0% | Q3 2026 | Oct 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,672 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,765 | -100.0% | Q3 2026 | Oct 19, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | Closed out | 0 | 0 | — | 0.04% | — | -4,586 | -100.0% | Q3 2026 | Oct 27, 2026 |
| NFSG Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -3,813 | -100.0% | Q3 2026 | Oct 15, 2026 |
| LFA - Lugano Financial Advisors SA | History | Closed out | 0 | 0 | — | 0.05% | — | -2,000 | -100.0% | Q3 2026 | Nov 03, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -900 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Robinswood Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -495 | -100.0% | Q3 2026 | Oct 20, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -420 | -100.0% | Q3 2026 | Oct 15, 2026 |
| FMR LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Advisors | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 24 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Hilltop National Bank | History | No change | 24 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Strive Financial Group ,LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |