FIRST TRUST EXCHANGE-TRADED FUND VIII - FSEP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | History | Added to | 743,635 | 42,483 | 0.72% | 0.77% | 1 | +1,727 | 0.23% | Q3 2026 | Oct 21, 2026 |
| ASSETMARK, INC | History | Added to | 319,440 | 18,249 | 0.03% | 0.03% | 2 | +21,290 | 7.14% | Q3 2026 | Oct 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 297,940 | 16,410 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 217,847 | 11,998 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 212,430 | 11,700 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 189,846 | 10,845 | 0.01% | 0.01% | 6 | -1,317 | -0.69% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 196,805 | 10,840 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 182,416 | 10,047 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | New | 156,623 | 8,947 | 0.09% | — | 9 | +156,623 | New | Q3 2026 | Oct 15, 2026 |
| REAP Financial Group, LLC | History | Added to | 141,495 | 8,083 | 1.32% | 1.18% | 10 | +15,944 | 12.7% | Q3 2026 | Nov 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 113,569 | 6,488 | 0.02% | 0.02% | 11 | +2,579 | 2.32% | Q3 2026 | Nov 02, 2026 |
| Schulz Wealth, LTD. | History | Reduced | 101,947 | 5,824 | 2.73% | 2.93% | 12 | -1,139 | -1.1% | Q3 2026 | Nov 03, 2026 |
| Strategic Blueprint, LLC | History | Added to | 91,054 | 5,201 | 0.25% | 0.23% | 13 | +6,317 | 7.45% | Q3 2026 | Oct 22, 2026 |
| BAM Wealth Management, LLC | History | New | 90,310 | 5,159 | 2.79% | — | 14 | +90,310 | New | Q3 2026 | Oct 15, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 90,024 | 5,149 | 0.92% | 0.96% | 15 | -3,458 | -3.7% | Q3 2026 | Nov 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 84,069 | 4,630 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 74,713 | 4,268 | 0.01% | — | 17 | +74,713 | New | Q3 2026 | Nov 02, 2026 |
| 1776 Wealth LLC | History | No change | 73,408 | 4,043 | 1.42% | 1.42% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 67,191 | 3,700 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 60,447 | 3,499 | 0.18% | 0.18% | 20 | -75 | -0.12% | Q3 2026 | Oct 13, 2026 |
| HRT FINANCIAL LP | History | No change | 62,632 | 3,449 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 58,463 | 3,220 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ERn Financial, LLC | History | Added to | 43,260 | 2,471 | 0.4% | 0.39% | 23 | +422 | 0.99% | Q3 2026 | Oct 28, 2026 |
| Integrity Financial Corp /WA | History | No change | 42,121 | 2,320 | 1.11% | 1.11% | 24 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 36,870 | 2,134 | 0.56% | — | 25 | +36,870 | New | Q3 2026 | Oct 19, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 34,304 | 1,959 | 0.1% | 0.09% | 26 | +3,916 | 12.89% | Q3 2026 | Oct 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 34,882 | 1,921 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 31,596 | 1,805 | 0.05% | 0.05% | 28 | -277 | -0.87% | Q3 2026 | Oct 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 32,507 | 1,790 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sloy Dahl & Holst, LLC | History | Reduced | 29,951 | 1,711 | 0.25% | 0.21% | 30 | -531 | -1.74% | Q3 2026 | Oct 14, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 30,503 | 1,680 | 0.31% | 0.31% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 29,470 | 1,677 | 0.02% | 0.06% | 32 | -39,690 | -57.39% | Q3 2026 | Nov 04, 2026 |
| FWG Investments, LLC. | History | Reduced | 28,088 | 1,604 | 0.77% | 0.84% | 33 | -757 | -2.62% | Q3 2026 | Nov 03, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 27,659 | 1,580 | 0.19% | 0.19% | 34 | -144 | -0.52% | Q3 2026 | Oct 29, 2026 |
| Semus Wealth Partners LLC | History | New | 27,252 | 1,556 | 0.71% | — | 35 | +27,252 | New | Q3 2026 | Oct 22, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 26,376 | 1,506 | 0.08% | 0.07% | 36 | -30 | -0.11% | Q3 2026 | Oct 16, 2026 |
| Janney Montgomery Scott LLC | History | No change | 26,967 | 1,485 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 25,721 | 1,416 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 23,887 | 1,364 | 0.06% | 0.07% | 39 | -677 | -2.76% | Q3 2026 | Oct 13, 2026 |
| Bleakley Financial Group, LLC | History | No change | 24,698 | 1,360 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 24,451 | 1,346 | 0.12% | 0.12% | 41 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| American Alpha Advisors, LLC | History | No change | 22,437 | 1,235 | 0.67% | 0.67% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accel Wealth Management | History | Reduced | 21,421 | 1,223 | 0.26% | 0.27% | 43 | -270 | -1.24% | Q3 2026 | Oct 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 22,189 | 1,222 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 21,371 | 1,220 | 0.02% | 0.02% | 45 | -238 | -1.1% | Q3 2026 | Oct 28, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 21,678 | 1,194 | 0.34% | 0.34% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 20,674 | 1,181 | 0.9% | 0.92% | 47 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 21,113 | 1,163 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 20,179 | 1,152 | 0.09% | 0.07% | 49 | +1,000 | 5.21% | Q3 2026 | Oct 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 20,101 | 1,107 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 18,500 | 1,056 | 0.03% | 0.03% | 51 | +1,600 | 9.47% | Q3 2026 | Oct 29, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 19,132 | 1,053 | 0.25% | 0.25% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | Added to | 18,265 | 1,043 | 0.01% | 0.01% | 53 | +921 | 5.31% | Q3 2026 | Nov 03, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 18,865 | 1,039 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 17,811 | 1,017 | 0.0% | 0.0% | 55 | -2,013 | -10.15% | Q3 2026 | Oct 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 17,581 | 1,004 | 0.03% | 0.03% | 56 | +27 | 0.15% | Q3 2026 | Oct 08, 2026 |
| ROYAL BANK OF CANADA | History | No change | 17,966 | 989 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Added to | 16,902 | 965 | 0.01% | 0.0% | 58 | +11,901 | 237.97% | Q3 2026 | Oct 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 16,840 | 962 | 0.01% | 0.01% | 59 | +1,093 | 6.94% | Q3 2026 | Oct 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 16,693 | 953 | 0.27% | 0.27% | 60 | -415 | -2.43% | Q3 2026 | Oct 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 16,044 | 924 | 0.0% | 0.0% | 61 | +7,938 | 97.93% | Q3 2026 | Oct 13, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 15,843 | 905 | 0.02% | — | 62 | +15,843 | New | Q3 2026 | Oct 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 16,137 | 888 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TFB Advisors LLC | History | Added to | 14,832 | 847 | 0.35% | 0.3% | 64 | +2,373 | 19.05% | Q3 2026 | Nov 02, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 15,182 | 836 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| LM Advisors LLC | History | No change | 14,622 | 805 | 0.09% | 0.09% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 13,900 | 794 | 0.01% | 0.0% | 67 | +7,680 | 123.47% | Q3 2026 | Oct 23, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 13,783 | 787 | 0.07% | 0.07% | 68 | -780 | -5.36% | Q3 2026 | Oct 19, 2026 |
| SWMG, LLC | History | No change | 13,621 | 779 | 0.17% | 0.18% | 69 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| KINTRA WEALTH, LLC | History | No change | 13,677 | 772 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 13,968 | 769 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 13,881 | 764 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 13,815 | 758 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 12,880 | 735 | 0.03% | 0.03% | 74 | -875 | -6.36% | Q3 2026 | Oct 23, 2026 |
| Harvest Investment Services, LLC | History | No change | 12,799 | 704 | 0.11% | 0.11% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chris Bulman Inc | History | Added to | 12,088 | 690 | 0.24% | 0.23% | 76 | +617 | 5.38% | Q3 2026 | Oct 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 12,353 | 680 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 11,896 | 655 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,671 | 642 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 11,585 | 637 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | No change | 11,337 | 624 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | Reduced | 10,745 | 613 | 0.08% | 0.09% | 82 | -900 | -7.73% | Q3 2026 | Oct 14, 2026 |
| Focus Partners Wealth | History | No change | 10,900 | 600 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACT Advisors, LLC. | History | Reduced | 10,172 | 581 | 0.19% | 0.23% | 84 | -2,296 | -18.42% | Q3 2026 | Oct 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 10,356 | 570 | 0.08% | 0.08% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 10,217 | 562 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | No change | 10,142 | 558 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 9,538 | 545 | 0.0% | 0.0% | 88 | +1,008 | 11.82% | Q3 2026 | Oct 26, 2026 |
| MORGAN STANLEY | History | No change | 9,550 | 526 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 9,492 | 522 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | No change | 9,125 | 521 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,323 | 513 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 8,638 | 493 | 0.02% | 0.01% | 93 | +2,505 | 40.84% | Q3 2026 | Oct 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 8,864 | 488 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clarus Group, Inc. | History | New | 8,417 | 480 | 0.16% | — | 95 | +8,417 | New | Q3 2026 | Oct 21, 2026 |
| Diversify Advisory Services, LLC | History | No change | 8,283 | 477 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 8,283 | 477 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| HighTower Advisors, LLC | History | No change | 8,405 | 462 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 7,690 | 439 | 0.0% | 0.0% | 99 | +250 | 3.36% | Q3 2026 | Oct 30, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 7,799 | 429 | 0.06% | 0.06% | 100 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 7,749 | 426 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 7,298 | 416 | 0.03% | 0.01% | 102 | +3,691 | 102.33% | Q3 2026 | Oct 26, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 7,494 | 412 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Wealth Partners, LLC | History | No change | 7,314 | 402 | 0.06% | 0.06% | 104 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AE Wealth Management LLC | History | No change | 7,239 | 398 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STEPHENS INC /AR/ | History | No change | 6,702 | 369 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Share Andrew L. | History | No change | 6,000 | 330 | 0.17% | 0.17% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allie Family Office LLC | History | No change | 5,950 | 327 | 0.12% | 0.12% | 108 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 5,813 | 314 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 5,545 | 305 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 5,498 | 302 | 0.3% | 0.3% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 5,326 | 293 | 0.17% | 0.17% | 112 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 5,100 | 291 | 0.06% | 0.06% | 113 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Archer Investment Corp | History | No change | 4,947 | 282 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Csenge Advisory Group | History | Reduced | 4,926 | 281 | 0.01% | 0.01% | 115 | -118 | -2.34% | Q3 2026 | Nov 04, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 5,109 | 281 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,767 | 272 | 0.0% | 0.0% | 117 | -753 | -13.64% | Q3 2026 | Oct 08, 2026 |
| World Investment Advisors | History | No change | 4,932 | 271 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 4,677 | 267 | 0.0% | 0.0% | 119 | +639 | 15.82% | Q3 2026 | Oct 23, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 4,840 | 266 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MBL Wealth, LLC | History | Reduced | 4,656 | 265 | 0.02% | 0.02% | 121 | -420 | -8.27% | Q3 2026 | Oct 22, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 4,781 | 263 | 0.07% | 0.07% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| StoneX Group Inc. | History | Reduced | 4,614 | 260 | 0.01% | 0.01% | 123 | -1,859 | -28.72% | Q3 2026 | Nov 03, 2026 |
| Waverly Advisors, LLC | History | No change | 4,665 | 256 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital CS Group, LLC | History | New | 4,335 | 247 | 0.18% | — | 125 | +4,335 | New | Q3 2026 | Oct 29, 2026 |
| Sequent Planning LLC | History | No change | 4,439 | 244 | 0.05% | 0.05% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 4,357 | 239 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 4,117 | 235 | 0.14% | 0.19% | 128 | -1,624 | -28.29% | Q3 2026 | Oct 16, 2026 |
| LVZ, Inc. | History | New | 3,850 | 219 | 0.02% | — | 130 | +3,850 | New | Q3 2026 | Oct 20, 2026 |
| Cypress Capital Group | History | No change | 3,844 | 219 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Faithward Advisors, LLC | History | No change | 3,960 | 218 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 3,960 | 218 | 0.08% | 0.08% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | New | 3,793 | 216 | 0.01% | — | 133 | +3,793 | New | Q3 2026 | Oct 26, 2026 |
| Sigma Planning Corp | History | No change | 3,661 | 209 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Avion Wealth | History | No change | 3,647 | 208 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Noble Wealth Management PBC | History | Reduced | 3,610 | 206 | 0.09% | 0.11% | 136 | -905 | -20.04% | Q3 2026 | Oct 01, 2026 |
| Fonville Wealth Management LLC | History | New | 3,572 | 204 | 0.03% | — | 137 | +3,572 | New | Q3 2026 | Oct 27, 2026 |
| BARCLAYS PLC | History | No change | 3,639 | 200 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 3,447 | 196 | 0.0% | 0.0% | 139 | +75 | 2.22% | Q3 2026 | Oct 16, 2026 |
| Capital Analysts, LLC | History | No change | 3,006 | 166 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 2,822 | 155 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 2,525 | 144 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,250 | 128 | 0.0% | 0.0% | 143 | -750 | -25.0% | Q3 2026 | Nov 03, 2026 |
| Darwin Wealth Management, LLC | History | No change | 1,718 | 94 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 1,600 | 91 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,300 | 71 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,117 | 63 | 0.06% | 0.06% | 147 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,143 | 62 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 970 | 55 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 836 | 47 | 0.01% | — | 150 | +836 | New | Q3 2026 | Oct 30, 2026 |
| PFS Partners, LLC | History | No change | 675 | 38 | 0.02% | 0.01% | 151 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 500 | 27 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 426 | 24 | 0.0% | 0.0% | 153 | +126 | 42.0% | Q3 2026 | Nov 04, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 371 | 21 | 0.01% | 0.0% | 154 | +95 | 34.42% | Q3 2026 | Oct 13, 2026 |
| Spire Wealth Management | History | New | 256 | 14 | 0.0% | — | 156 | +256 | New | Q3 2026 | Oct 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 259 | 14 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 221 | 12 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | No change | 84 | 4 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 90 | 4 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 19 | 1 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 18 | 1 | 0.0% | — | 161 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Closed out | 0 | 0 | — | 0.03% | — | -3,638 | -100.0% | Q3 2026 | Nov 02, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |