FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - FNX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,111,571 | 162,674 | 0.01% | 0.01% | 1 | +30,282 | 2.8% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 1,040,651 | 152,295 | 0.03% | 0.03% | 2 | +77,967 | 8.1% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 708,174 | 103,638 | 0.02% | 0.02% | 3 | -11,741 | -1.63% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 438,102 | 64,114 | 0.02% | 0.02% | 4 | -3,453 | -0.78% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 295,647 | 43,267 | 0.01% | 0.01% | 5 | +21,696 | 7.92% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 209,531 | 30,664 | 0.03% | 0.03% | 6 | +11,398 | 5.75% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 208,405 | 30,499 | 0.0% | 0.0% | 7 | +2,838 | 1.38% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 199,156 | 29,145 | 0.0% | 0.0% | 8 | -8,520 | -4.1% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 160,820 | 23,535 | 0.03% | 0.03% | 9 | +3,832 | 2.44% | Q2 2026 | Aug 12, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 144,922 | 21,208 | 10.09% | 9.75% | 10 | +8,144 | 5.95% | Q2 2026 | Jul 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 121,039 | 17,713 | 0.02% | 0.02% | 11 | +422 | 0.35% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 89,452 | 13,091 | 0.01% | 0.01% | 12 | -1,473 | -1.62% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 79,122 | 11,579 | 0.01% | 0.01% | 13 | +2,733 | 3.58% | Q2 2026 | Aug 12, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 78,951 | 11,554 | 1.1% | 1.09% | 14 | +2,100 | 2.73% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 73,328 | 10,731 | 0.03% | 0.04% | 15 | -601 | -0.81% | Q2 2026 | Jul 28, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 71,100 | 10,405 | 1.38% | 1.35% | 16 | +892 | 1.27% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 68,565 | 10,034 | 0.01% | 0.01% | 17 | +1,116 | 1.65% | Q2 2026 | Jul 29, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 59,338 | 8,482 | 0.17% | 0.18% | 18 | -727 | -1.21% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 52,136 | 7,631 | 0.01% | 0.01% | 19 | -1,949 | -3.6% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 47,086 | 6,890 | 0.08% | 0.07% | 20 | +472 | 1.01% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 45,154 | 6,608 | 0.03% | 0.03% | 21 | +1,963 | 4.54% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 44,427 | 6,501 | 0.04% | 0.03% | 22 | +57 | 0.13% | Q2 2026 | Jul 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 40,474 | 5,923 | 0.0% | 0.0% | 23 | +2,449 | 6.44% | Q2 2026 | Aug 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 39,903 | 5,839 | 0.06% | 0.06% | 24 | +143 | 0.36% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | Added to | 39,538 | 5,749 | 0.02% | 0.01% | 25 | +23,228 | 142.42% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 38,903 | 5,693 | 0.19% | 0.18% | 26 | +1,210 | 3.21% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 34,934 | 5,119 | 0.05% | 0.03% | 27 | +13,858 | 65.75% | Q2 2026 | Jul 24, 2026 |
| Private Advisor Group, LLC | History | Added to | 34,552 | 5,056 | 0.02% | 0.02% | 28 | +8,132 | 30.78% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 33,628 | 4,921 | 0.01% | 0.01% | 29 | -288 | -0.85% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 32,341 | 4,733 | 0.01% | 0.01% | 30 | -1,073 | -3.21% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 27,423 | 4,013 | 0.05% | 0.05% | 31 | +1,648 | 6.39% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 25,645 | 3,753 | 0.05% | 0.06% | 32 | -2,400 | -8.56% | Q2 2026 | Jul 15, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 22,633 | 3,312 | 0.53% | 0.54% | 33 | +41 | 0.18% | Q2 2026 | Aug 10, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 22,274 | 3,259 | 0.35% | 0.38% | 34 | -1,048 | -4.49% | Q2 2026 | Jul 15, 2026 |
| Solutions 4 Wealth, Ltd | History | Reduced | 21,656 | 3,169 | 4.09% | 4.29% | 35 | -591 | -2.66% | Q2 2026 | Jul 29, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 21,583 | 3,158 | 1.16% | 1.44% | 36 | -4,600 | -17.57% | Q2 2026 | Jul 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 19,808 | 2,898 | 0.07% | 0.07% | 37 | -485 | -2.39% | Q2 2026 | Aug 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 18,282 | 2,675 | 0.03% | 0.03% | 38 | +12 | 0.07% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 18,051 | 2,641 | 0.0% | 0.0% | 39 | -489 | -2.64% | Q2 2026 | Jul 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 16,915 | 2,475 | 0.04% | 0.04% | 40 | +2 | 0.01% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 16,861 | 2,467 | 0.0% | 0.0% | 41 | -192 | -1.13% | Q2 2026 | Aug 13, 2026 |
| FWG Holdings, LLC | History | Reduced | 16,658 | 2,387 | 0.83% | 0.84% | 42 | -413 | -2.42% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 16,272 | 2,381 | 0.0% | 0.0% | 43 | +251 | 1.57% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 16,587 | 2,366 | 0.0% | 0.0% | 44 | -2,194 | -11.68% | Q2 2026 | Jul 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 15,974 | 2,337 | 0.0% | 0.0% | 45 | +3,540 | 28.47% | Q2 2026 | Aug 14, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 15,700 | 2,297 | 0.22% | 0.23% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 14,994 | 2,194 | 0.02% | 0.02% | 47 | -10 | -0.07% | Q2 2026 | Aug 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,078 | 2,186 | 0.0% | 0.0% | 48 | +1,124 | 8.06% | Q2 2026 | Aug 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 12,268 | 1,795 | 0.12% | 0.12% | 49 | +51 | 0.42% | Q2 2026 | Aug 14, 2026 |
| Purus Wealth Management, LLC | History | Added to | 12,249 | 1,792 | 0.49% | 0.29% | 50 | +5,178 | 73.23% | Q2 2026 | Jul 13, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 12,109 | 1,772 | 0.54% | 0.51% | 51 | +118 | 0.98% | Q2 2026 | Jul 24, 2026 |
| Creative Planning | History | Reduced | 11,983 | 1,753 | 0.0% | 0.0% | 52 | -57 | -0.47% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 10,790 | 1,579 | 0.02% | 0.02% | 53 | +1 | 0.01% | Q2 2026 | Jul 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 10,513 | 1,538 | 0.44% | 0.45% | 54 | +14 | 0.13% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 10,439 | 1,527 | 0.0% | 0.01% | 55 | -717 | -6.43% | Q2 2026 | Aug 12, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 10,099 | 1,477 | 0.04% | 0.04% | 56 | -85 | -0.83% | Q2 2026 | Jul 15, 2026 |
| Triumph Capital Management | History | Added to | 9,945 | 1,455 | 0.26% | 0.25% | 57 | +504 | 5.34% | Q2 2026 | Jul 20, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 9,568 | 1,400 | 0.14% | 0.14% | 58 | -594 | -5.85% | Q2 2026 | Aug 10, 2026 |
| LVZ, Inc. | History | Reduced | 9,265 | 1,355 | 0.14% | 0.14% | 59 | -501 | -5.13% | Q2 2026 | Jul 09, 2026 |
| Equitable Holdings, Inc. | History | Added to | 9,138 | 1,337 | 0.01% | 0.01% | 60 | +53 | 0.58% | Q2 2026 | Aug 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 9,112 | 1,333 | 0.02% | 0.04% | 61 | -628 | -6.45% | Q2 2026 | Jul 21, 2026 |
| Keystone Financial Group | History | New | 9,079 | 1,328 | 0.08% | — | 62 | +9,079 | New | Q2 2026 | Jul 29, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 8,544 | 1,250 | 0.52% | 0.57% | 63 | -560 | -6.15% | Q2 2026 | Aug 07, 2026 |
| Sterling Investment Advisors, Ltd. | History | Reduced | 8,445 | 1,235 | 0.21% | 0.21% | 64 | -500 | -5.59% | Q2 2026 | Jul 28, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 8,123 | 1,188 | 0.22% | 0.22% | 65 | -1 | -0.01% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,074 | 1,181 | 0.0% | 0.0% | 66 | +282 | 3.62% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | Added to | 7,178 | 1,050 | 0.0% | 0.0% | 67 | +1,751 | 32.26% | Q2 2026 | Aug 13, 2026 |
| United Advisor Group, LLC | History | Added to | 7,164 | 1,048 | 0.11% | 0.11% | 68 | +5 | 0.07% | Q2 2026 | Jul 29, 2026 |
| Southland Equity Partners LLC | History | Reduced | 6,828 | 999 | 0.17% | 0.17% | 69 | -77 | -1.12% | Q2 2026 | Jul 13, 2026 |
| GTS SECURITIES LLC | History | Reduced | 6,667 | 975 | 0.02% | 0.07% | 70 | -9,574 | -58.95% | Q2 2026 | Aug 14, 2026 |
| Catalyst Investment Management LLC | History | No change | 6,668 | 975 | 0.88% | 1.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 6,029 | 882 | 0.41% | 0.41% | 72 | -297 | -4.69% | Q2 2026 | Aug 04, 2026 |
| Rathbones Group PLC | History | Added to | 5,434 | 795 | 0.0% | 0.0% | 73 | +215 | 4.12% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,383 | 787 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bensler, LLC | History | Added to | 5,361 | 784 | 0.07% | 0.07% | 75 | +249 | 4.87% | Q2 2026 | Jul 23, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 4,778 | 699 | 0.03% | — | 76 | +4,778 | New | Q2 2026 | Aug 14, 2026 |
| Three Seasons Wealth, LLC | History | No change | 4,736 | 693 | 0.06% | 0.23% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 4,705 | 685 | 0.04% | 0.04% | 78 | -248 | -5.01% | Q2 2026 | Jul 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 4,574 | 669 | 0.01% | 0.01% | 79 | +6 | 0.13% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,511 | 660 | 0.0% | 0.0% | 80 | -4 | -0.09% | Q2 2026 | Aug 12, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 4,493 | 657 | 0.27% | 0.27% | 81 | -135 | -2.92% | Q2 2026 | Jul 16, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 4,334 | 634 | 0.14% | 0.13% | 82 | +462 | 11.93% | Q2 2026 | Jul 09, 2026 |
| CWM, LLC | History | No change | 4,498 | 576 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 3,690 | 540 | 0.01% | 0.01% | 84 | +61 | 1.68% | Q2 2026 | Aug 07, 2026 |
| Moors & Cabot, Inc. | History | Added to | 3,583 | 524 | 0.02% | 0.02% | 85 | +2 | 0.06% | Q2 2026 | Aug 10, 2026 |
| KPP Advisory Services LLC | History | No change | 3,463 | 506 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Belpointe Asset Management LLC | History | Added to | 3,407 | 498 | 0.02% | 0.02% | 87 | +56 | 1.67% | Q2 2026 | Jul 31, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 3,396 | 496 | 0.25% | 0.31% | 88 | -863 | -20.26% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,386 | 495 | 0.0% | 0.0% | 89 | -149 | -4.21% | Q2 2026 | Jul 17, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 3,382 | 494 | 0.17% | 0.16% | 90 | -2 | -0.06% | Q2 2026 | Jul 17, 2026 |
| Mariner, LLC | History | No change | 3,241 | 474 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 3,233 | 473 | 0.15% | 0.16% | 93 | -134 | -3.98% | Q2 2026 | Jul 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 3,230 | 473 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,191 | 467 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 3,120 | 456 | 0.29% | 0.25% | 95 | +342 | 12.31% | Q2 2026 | Jul 27, 2026 |
| Element Wealth, LLC | History | Reduced | 3,011 | 440 | 0.16% | 0.16% | 96 | -7 | -0.23% | Q2 2026 | Aug 14, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 3,384 | 433 | 0.16% | 0.16% | 97 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 2,900 | 424 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Park Edge Advisors, LLC | History | Added to | 2,889 | 422 | 0.09% | 0.09% | 99 | +4 | 0.14% | Q2 2026 | Jul 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 2,859 | 418 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,754 | 403 | 0.03% | 0.03% | 101 | +68 | 2.53% | Q2 2026 | Jul 28, 2026 |
| Quantum Private Wealth, LLC | History | No change | 2,741 | 401 | 0.1% | 0.11% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cresset Asset Management, LLC | History | New | 2,653 | 388 | 0.0% | — | 103 | +2,653 | New | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | New | 2,636 | 385 | 0.0% | — | 104 | +2,636 | New | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 2,571 | 376 | 0.0% | 0.01% | 105 | -500 | -16.28% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,540 | 371 | 0.0% | 0.0% | 106 | -840 | -24.85% | Q2 2026 | Aug 07, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 2,458 | 359 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 2,428 | 355 | 0.0% | 0.0% | 108 | -30,099 | -92.54% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | No change | 2,417 | 353 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | No change | 2,411 | 352 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 2,389 | 349 | 0.0% | 0.0% | 111 | +361 | 17.8% | Q2 2026 | Sep 08, 2026 |
| Rubicon Advisors, GP | History | Added to | 2,371 | 346 | 0.25% | 0.26% | 112 | +4 | 0.17% | Q2 2026 | Jul 29, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 2,326 | 340 | 0.01% | 0.01% | 113 | +2 | 0.09% | Q2 2026 | Aug 05, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 2,270 | 332 | 0.01% | 0.01% | 114 | +142 | 6.67% | Q2 2026 | Jul 28, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 2,266 | 331 | 0.07% | 0.08% | 115 | -116 | -4.87% | Q2 2026 | Aug 10, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 2,268 | 331 | 0.11% | 0.11% | 116 | -49 | -2.11% | Q2 2026 | Jul 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 2,255 | 330 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cedrus Wealth Group LLC | History | Reduced | 2,249 | 329 | 0.29% | 0.35% | 118 | -192 | -7.87% | Q2 2026 | Jul 30, 2026 |
| Intrua Financial, LLC | History | Reduced | 2,172 | 317 | 0.03% | 0.03% | 119 | -50 | -2.25% | Q2 2026 | Jul 24, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 2,152 | 314 | 0.01% | 0.01% | 120 | +50 | 2.38% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | No change | 2,095 | 306 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 2,078 | 304 | 0.0% | 0.0% | 122 | +70 | 3.49% | Q2 2026 | Aug 18, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 2,026 | 296 | 0.02% | 0.02% | 123 | -145 | -6.68% | Q2 2026 | Jul 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 2,018 | 295 | 0.02% | 0.02% | 124 | -27 | -1.32% | Q2 2026 | Jul 20, 2026 |
| RM Financial Services, LLC | History | No change | 2,000 | 292 | 0.22% | 0.22% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| XML Financial, LLC | History | New | 1,993 | 291 | 0.02% | — | 126 | +1,993 | New | Q2 2026 | Jul 24, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 1,977 | 289 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 1,949 | 285 | 0.01% | 0.01% | 128 | +339 | 21.06% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 1,921 | 281 | 0.17% | 0.17% | 129 | +3 | 0.16% | Q2 2026 | Aug 11, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 1,909 | 279 | 0.09% | 0.08% | 130 | -2,020 | -51.41% | Q2 2026 | Jul 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,901 | 278 | 0.01% | 0.01% | 131 | -250 | -11.62% | Q2 2026 | Aug 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,882 | 275 | 0.0% | 0.0% | 132 | -510 | -21.32% | Q2 2026 | Aug 19, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 1,885 | 275 | 0.03% | 0.03% | 133 | -86 | -4.36% | Q2 2026 | Aug 11, 2026 |
| TRUEFG, LLC | History | No change | 1,861 | 272 | 0.06% | 0.06% | 134 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 1,821 | 266 | 0.0% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Farrell Financial LLC | History | Added to | 1,786 | 261 | 0.14% | 0.14% | 136 | +2 | 0.11% | Q2 2026 | Jul 10, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 1,780 | 260 | 0.0% | 0.01% | 138 | -88 | -4.71% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 1,780 | 260 | 0.0% | 0.0% | 137 | -87 | -4.66% | Q2 2026 | Aug 14, 2026 |
| Independent Wealth Network Inc. | History | Added to | 1,773 | 259 | 0.07% | 0.06% | 139 | +184 | 11.58% | Q2 2026 | Jul 20, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 1,772 | 259 | 0.09% | 0.09% | 140 | +3 | 0.17% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | Added to | 1,750 | 256 | 0.0% | 0.0% | 141 | +133 | 8.23% | Q2 2026 | Aug 03, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 1,755 | 256 | 0.15% | 0.15% | 142 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HM PAYSON & CO | History | No change | 1,737 | 254 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,703 | 249 | 0.09% | 0.09% | 144 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| M3 Advisory Group, LLC | History | Added to | 1,698 | 248 | 0.13% | 0.13% | 145 | +3 | 0.18% | Q2 2026 | Jul 24, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,697 | 248 | 0.1% | 0.11% | 146 | +3 | 0.18% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,678 | 245 | 0.02% | 0.03% | 147 | -419 | -19.98% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Added to | 1,658 | 242 | 0.0% | 0.0% | 148 | +1 | 0.06% | Q2 2026 | Aug 11, 2026 |
| Aspen Capital Management, LLC | History | Reduced | 1,648 | 241 | 0.05% | 0.07% | 149 | -436 | -20.92% | Q2 2026 | Aug 04, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 1,625 | 237 | 0.16% | 0.16% | 150 | +2 | 0.12% | Q2 2026 | Jul 23, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 1,608 | 235 | 0.04% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 1,576 | 230 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 1,517 | 221 | 0.0% | — | 154 | +1,517 | New | Q2 2026 | Jul 14, 2026 |
| StoneX Group Inc. | History | Reduced | 1,513 | 221 | 0.01% | 0.02% | 153 | -672 | -30.76% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 1,500 | 219 | 0.0% | — | 155 | +1,500 | New | Q2 2026 | Sep 02, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,472 | 215 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NICOLET BANKSHARES INC | History | New | 1,471 | 212 | 0.01% | — | 157 | +1,471 | New | Q2 2026 | Aug 11, 2026 |
| Boston Standard Wealth Management, LLC | History | New | 1,400 | 204 | 0.03% | — | 158 | +1,400 | New | Q2 2026 | Jul 06, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,385 | 202 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,337 | 194 | 0.0% | 0.0% | 160 | -4,334 | -76.42% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 1,324 | 189 | 0.0% | 0.0% | 161 | -178 | -11.85% | Q2 2026 | Jul 27, 2026 |
| GAMMA Investing LLC | History | No change | 1,295 | 189 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IFP Advisors, Inc | History | No change | 1,178 | 172 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ASSETMARK, INC | History | Added to | 1,117 | 163 | 0.0% | 0.0% | 164 | +81 | 7.82% | Q2 2026 | Jul 30, 2026 |
| Arax Advisory Partners | History | Reduced | 1,064 | 155 | 0.0% | 0.0% | 165 | -7 | -0.65% | Q2 2026 | Aug 10, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 1,025 | 150 | 0.02% | — | 166 | +1,025 | New | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 982 | 143 | 0.0% | 0.0% | 167 | -71 | -6.74% | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 913 | 133 | 0.0% | 0.0% | 169 | -17 | -1.83% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 912 | 133 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidemark, LLC | History | No change | 889 | 130 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 854 | 124 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 742 | 108 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MidFirst Bank | History | No change | 732 | 107 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITY HOLDING CO | History | No change | 725 | 106 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 680 | 99 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 676 | 98 | 0.04% | 0.11% | 176 | -914 | -57.48% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 577 | 84 | 0.0% | — | 177 | +577 | New | Q2 2026 | Aug 06, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 542 | 79 | 0.03% | 0.03% | 178 | +1 | 0.18% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 415 | 60 | 0.0% | 0.15% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 387 | 56 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 340 | 49 | 0.0% | — | 181 | +340 | New | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 304 | 44 | 0.0% | 0.0% | 182 | +1 | 0.33% | Q2 2026 | Jul 22, 2026 |
| Key FInancial Inc | History | No change | 289 | 42 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BankPlus Trust Department | History | No change | 290 | 42 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Anchor Investment Management, LLC | History | No change | 273 | 39 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| ALERUS FINANCIAL NA | History | No change | 258 | 37 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MTM Investment Management, LLC | History | No change | 243 | 35 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ascentis Independent Advisors | History | No change | 242 | 35 | 0.09% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 237 | 34 | 0.02% | — | 190 | +237 | New | Q2 2026 | Jul 21, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 238 | 34 | 0.0% | 0.0% | 189 | -7 | -2.86% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 199 | 29 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 185 | 27 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 207 | 26 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MCDONALD PARTNERS LLC | History | New | 150 | 21 | 0.01% | — | 194 | +150 | New | Q2 2026 | Jul 28, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 135 | 19 | 0.0% | 0.07% | 195 | -5,963 | -97.79% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 136 | 19 | 0.0% | 0.0% | 196 | -10 | -6.85% | Q2 2026 | Jul 06, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 134 | 19 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Perspectives, Inc | History | No change | 130 | 19 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Investors Portfolio Services LLC | History | No change | 120 | 17 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Decker Retirement Planning Inc. | History | New | 106 | 15 | 0.01% | — | 200 | +106 | New | Q2 2026 | Jul 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 101 | 14 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 90 | 13 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kozak & Associates, Inc. | History | No change | 95 | 13 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Salomon & Ludwin, LLC | History | No change | 90 | 13 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SJS Investment Consulting Inc. | History | No change | 87 | 12 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 75 | 11 | 0.0% | — | 206 | +75 | New | Q2 2026 | Aug 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 75 | 10 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Luminist Capital LLC | History | New | 53 | 7 | 0.01% | — | 208 | +53 | New | Q2 2026 | Aug 07, 2026 |
| Nemes Rush Group LLC | History | No change | 41 | 6 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | New | 32 | 4 | 0.0% | — | 211 | +32 | New | Q2 2026 | Aug 06, 2026 |
| Paladin Advisory Group, LLC | History | No change | 31 | 4 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kingdom Financial Group LLC. | History | No change | 15 | 2 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 18 | 2 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -9,585 | -100.0% | Q2 2026 | Aug 12, 2026 |
| POTENTIA WEALTH | History | Closed out | 0 | 0 | — | 0.35% | — | -7,120 | -100.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,663 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,139 | -100.0% | Q2 2026 | Aug 13, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -3,667 | -100.0% | Q2 2026 | Jul 16, 2026 |
| MONECO ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,621 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,993 | -100.0% | Q2 2026 | Aug 12, 2026 |
| BKM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,967 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Arkos Global Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -1,058 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -74 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q2 2026 | Aug 07, 2026 |
| HHM Wealth Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 13, 2026 |