FIRST TRUST EXCHANGE-TRADED FUND IV - FTSL
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.
Full rows mode is enabled.
Back to fast mode.
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 | No change | 4,917,166 | 220,043 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 2,785,802 | 124,664 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,669,953 | 74,730 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,503,098 | 67,264 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,467,308 | 65,662 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Capital Management, LLC | History | No change | 1,439,544 | 64,491 | 1.79% | 1.79% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANCHESTER FINANCIAL INC | History | New | 1,445,667 | 64,433 | 11.41% | — | 7 | +1,445,667 | New | Q3 2026 | Oct 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,439,234 | 64,405 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,298,064 | 58,049 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 937,444 | 41,950 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 884,010 | 39,559 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Modern Wealth Management, LLC | History | No change | 767,322 | 34,337 | 0.41% | 0.41% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 669,136 | 29,943 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELCH & FORBES LLC | History | Reduced | 578,029 | 25,762 | 0.31% | 0.32% | 14 | -19,122 | -3.2% | Q3 2026 | Nov 04, 2026 |
| Hikari Tsushin, Inc. | History | No change | 570,196 | 25,516 | 1.69% | 1.69% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TL Private Wealth | History | Reduced | 542,418 | 24,208 | 8.66% | 9.53% | 16 | -37,492 | -6.47% | Q3 2026 | Oct 13, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 508,126 | 22,647 | 2.95% | 3.81% | 17 | -129,734 | -20.34% | Q3 2026 | Oct 29, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 499,972 | 22,283 | 1.01% | 0.99% | 18 | +30,646 | 6.53% | Q3 2026 | Oct 16, 2026 |
| Cetera Investment Advisers | History | No change | 455,074 | 20,364 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 455,620 | 20,306 | 2.52% | 2.43% | 20 | +16,399 | 3.73% | Q3 2026 | Oct 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 446,966 | 19,921 | 0.14% | 0.23% | 21 | -146,489 | -24.68% | Q3 2026 | Oct 16, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 378,082 | 16,919 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 362,078 | 16,203 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 345,999 | 15,421 | 3.11% | 3.25% | 24 | -13,185 | -3.67% | Q3 2026 | Oct 19, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 328,444 | 14,697 | 3.93% | 3.93% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 300,787 | 13,460 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 293,982 | 13,103 | 0.03% | 0.03% | 27 | +5,472 | 1.9% | Q3 2026 | Nov 02, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 259,648 | 11,572 | 0.05% | 0.05% | 28 | +27,538 | 11.86% | Q3 2026 | Oct 28, 2026 |
| CNO Financial Group, Inc. | History | No change | 252,000 | 11,277 | 6.46% | 6.46% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 248,687 | 11,083 | 0.06% | 0.05% | 30 | +13,655 | 5.81% | Q3 2026 | Oct 14, 2026 |
| HighTower Advisors, LLC | History | No change | 220,860 | 9,883 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nilsine Partners, LLC | History | Added to | 221,043 | 9,851 | 0.69% | 0.66% | 32 | +8,274 | 3.89% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 203,821 | 9,084 | 0.01% | 0.01% | 33 | +41,945 | 25.91% | Q3 2026 | Nov 02, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 201,798 | 8,994 | 0.12% | 0.13% | 34 | -4,775 | -2.31% | Q3 2026 | Oct 27, 2026 |
| Blackhawk Capital Partners, LLC | History | No change | 197,172 | 8,823 | 2.88% | 2.88% | 35 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 195,171 | 8,733 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 181,832 | 8,104 | 0.23% | 0.19% | 37 | +39,686 | 27.92% | Q3 2026 | Oct 08, 2026 |
| Private Advisor Group, LLC | History | No change | 179,019 | 8,011 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CacheTech Inc. | History | No change | 176,013 | 7,876 | 1.28% | 1.28% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 173,796 | 7,746 | 0.85% | 0.8% | 40 | +16,568 | 10.54% | Q3 2026 | Oct 22, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 166,064 | 7,431 | 1.54% | 1.54% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fairway Financial, LLC | History | Added to | 162,246 | 7,231 | 4.52% | 4.17% | 42 | +26,073 | 19.15% | Q3 2026 | Oct 20, 2026 |
| Adams Wealth Management | History | No change | 157,438 | 7,045 | 1.35% | 1.35% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 154,050 | 6,893 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 147,926 | 6,553 | 0.12% | 0.13% | 45 | +7,035 | 4.99% | Q3 2026 | Oct 26, 2026 |
| Petix & Botte Co | History | No change | 143,213 | 6,408 | 1.29% | 1.29% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prospera Financial Services Inc | History | Added to | 141,760 | 6,307 | 0.08% | 0.09% | 47 | +7,805 | 5.83% | Q3 2026 | Nov 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 138,827 | 6,212 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 138,670 | 6,181 | 1.93% | 2.02% | 49 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 122,464 | 5,480 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 118,788 | 5,294 | 0.02% | 0.01% | 51 | +18,702 | 18.69% | Q3 2026 | Nov 02, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 118,521 | 5,282 | 0.4% | 0.52% | 52 | -61,003 | -33.98% | Q3 2026 | Oct 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 113,687 | 5,087 | 0.07% | 0.07% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | No change | 111,551 | 4,994 | 0.24% | 0.24% | 54 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 110,168 | 4,925 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 109,439 | 4,897 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 106,988 | 4,768 | 0.24% | 0.27% | 57 | +76 | 0.07% | Q3 2026 | Oct 21, 2026 |
| SACKS & ASSOCIATES, LLC | History | Added to | 104,930 | 4,676 | 3.26% | 3.17% | 58 | +20 | 0.02% | Q3 2026 | Oct 09, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 100,724 | 4,507 | 1.98% | 1.98% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WMS Group LLC | History | No change | 99,841 | 4,467 | 5.76% | 5.76% | 60 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 98,675 | 4,397 | 0.05% | 0.02% | 61 | +52,490 | 113.65% | Q3 2026 | Oct 20, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 89,000 | 3,982 | 0.24% | 0.24% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 88,755 | 3,981 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 88,716 | 3,970 | 0.89% | 0.89% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 88,985 | 3,966 | 0.38% | 0.38% | 65 | +1,328 | 1.51% | Q3 2026 | Oct 19, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 87,654 | 3,907 | 1.34% | 1.31% | 66 | +1,526 | 1.77% | Q3 2026 | Oct 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 84,954 | 3,801 | 0.09% | 0.09% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 85,223 | 3,798 | 2.39% | 2.39% | 68 | +1,121 | 1.33% | Q3 2026 | Oct 20, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 83,799 | 3,750 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 81,280 | 3,622 | 1.34% | 1.45% | 70 | +4,401 | 5.72% | Q3 2026 | Oct 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 77,675 | 3,462 | 0.02% | 0.02% | 71 | +8,948 | 13.02% | Q3 2026 | Oct 26, 2026 |
| Oder Investment Management, LLC | History | No change | 76,655 | 3,430 | 2.3% | 2.3% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisory Group LLC | History | No change | 74,920 | 3,352 | 0.18% | 0.18% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 72,392 | 3,239 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspen Investment Management Inc | History | No change | 72,334 | 3,237 | 0.87% | 0.87% | 75 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ASSETMARK, INC | History | Added to | 72,154 | 3,215 | 0.01% | 0.0% | 76 | +24,857 | 52.56% | Q3 2026 | Oct 21, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 67,093 | 2,990 | 0.91% | 0.9% | 77 | +105 | 0.16% | Q3 2026 | Oct 15, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 67,037 | 2,987 | 0.64% | — | 78 | +67,037 | New | Q3 2026 | Oct 30, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 66,297 | 2,966 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 66,320 | 2,955 | 1.65% | 1.7% | 80 | -1,478 | -2.18% | Q3 2026 | Oct 09, 2026 |
| Valmark Advisers, Inc. | History | No change | 64,429 | 2,883 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 64,211 | 2,873 | 0.28% | 0.28% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Harvest Investment Services, LLC | History | No change | 62,915 | 2,815 | 0.44% | 0.44% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 62,132 | 2,769 | 0.04% | 0.04% | 84 | +5,261 | 9.25% | Q3 2026 | Nov 03, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 61,560 | 2,743 | 0.01% | 0.02% | 85 | +146 | 0.24% | Q3 2026 | Oct 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 59,961 | 2,676 | 0.0% | 0.0% | 86 | +3,525 | 6.25% | Q3 2026 | Oct 13, 2026 |
| Trinity Legacy Partners, LLC | History | No change | 59,279 | 2,663 | 0.53% | 0.53% | 87 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 56,727 | 2,538 | 0.08% | 0.08% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 54,354 | 2,422 | 0.06% | 0.05% | 89 | +711 | 1.33% | Q3 2026 | Oct 29, 2026 |
| First Financial Group Corp | History | Added to | 54,248 | 2,417 | 1.85% | 1.75% | 90 | +121 | 0.22% | Q3 2026 | Oct 22, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 53,932 | 2,403 | 0.09% | 0.11% | 91 | +9,397 | 21.1% | Q3 2026 | Oct 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 51,030 | 2,283 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 49,913 | 2,224 | 0.06% | 0.06% | 93 | +6,276 | 14.38% | Q3 2026 | Oct 13, 2026 |
| Stenger Family Office, LLC | History | Added to | 48,371 | 2,155 | 0.3% | 0.31% | 94 | +4,502 | 10.26% | Q3 2026 | Oct 22, 2026 |
| BFC Planning, Inc. | History | No change | 47,560 | 2,128 | 0.09% | 0.09% | 95 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Waverly Advisors, LLC | History | No change | 47,524 | 2,126 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 46,490 | 2,080 | 0.38% | 0.38% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 45,924 | 2,046 | 0.0% | 0.0% | 98 | +790 | 1.75% | Q3 2026 | Oct 30, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 45,899 | 2,045 | 0.02% | 0.02% | 99 | +661 | 1.46% | Q3 2026 | Oct 26, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 45,577 | 2,031 | 0.69% | 0.68% | 100 | +6,345 | 16.17% | Q3 2026 | Nov 03, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 45,067 | 2,016 | 0.13% | 0.13% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 44,613 | 1,996 | 0.45% | 0.45% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 41,482 | 1,848 | 0.03% | 0.07% | 103 | -37,131 | -47.23% | Q3 2026 | Nov 04, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 40,752 | 1,816 | 0.46% | 0.44% | 104 | +268 | 0.66% | Q3 2026 | Oct 13, 2026 |
| MAI Capital Management | History | No change | 40,215 | 1,799 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 39,975 | 1,781 | 0.1% | 0.04% | 106 | +24,975 | 166.5% | Q3 2026 | Oct 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 39,387 | 1,760 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 39,043 | 1,747 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Presidio Capital Management, LLC | History | No change | 38,433 | 1,719 | 0.43% | 0.43% | 109 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mariner, LLC | History | No change | 38,015 | 1,701 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Added to | 37,955 | 1,691 | 0.69% | 0.63% | 111 | +3,248 | 9.36% | Q3 2026 | Oct 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 37,650 | 1,684 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trivium Point Advisory, LLC | History | No change | 37,562 | 1,680 | 0.15% | 0.15% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 37,562 | 1,674 | 0.03% | 0.03% | 114 | +5,643 | 17.68% | Q3 2026 | Oct 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 36,507 | 1,634 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Added to | 36,048 | 1,606 | 1.47% | 1.44% | 116 | +1,264 | 3.63% | Q3 2026 | Oct 14, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 35,869 | 1,598 | 0.28% | 0.3% | 117 | -857 | -2.33% | Q3 2026 | Oct 21, 2026 |
| Coastwise Capital Group, LLC | History | No change | 34,211 | 1,530 | 0.89% | 0.89% | 118 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 33,470 | 1,497 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 32,914 | 1,472 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 29,942 | 1,339 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WCG Wealth Advisors LLC | History | No change | 29,786 | 1,332 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 29,678 | 1,322 | 0.47% | 0.5% | 123 | -1,643 | -5.25% | Q3 2026 | Oct 15, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 28,190 | 1,261 | 0.17% | 0.17% | 124 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Investors Research Corp | History | Reduced | 27,870 | 1,242 | 0.22% | 0.23% | 125 | -748 | -2.61% | Q3 2026 | Oct 07, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 27,824 | 1,240 | 0.19% | 0.2% | 126 | -586 | -2.06% | Q3 2026 | Oct 20, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 27,803 | 1,239 | 0.06% | 0.06% | 127 | +3,124 | 12.66% | Q3 2026 | Oct 29, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Added to | 27,583 | 1,229 | 0.13% | 0.15% | 128 | +497 | 1.83% | Q3 2026 | Oct 30, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 27,010 | 1,209 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 26,270 | 1,175 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 25,930 | 1,160 | 0.48% | 0.48% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 25,635 | 1,142 | 0.24% | 0.22% | 132 | -505 | -1.93% | Q3 2026 | Oct 21, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 24,990 | 1,118 | 0.46% | 0.46% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 24,905 | 1,114 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Andina Capital Management, LLC | History | Reduced | 24,505 | 1,092 | 1.57% | 1.89% | 135 | -1,619 | -6.2% | Q3 2026 | Oct 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 24,218 | 1,083 | 0.07% | 0.07% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 24,057 | 1,076 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 23,810 | 1,061 | 0.0% | 0.0% | 138 | +17,773 | 294.4% | Q3 2026 | Nov 02, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 23,575 | 1,051 | 0.03% | 0.03% | 139 | -131 | -0.55% | Q3 2026 | Oct 22, 2026 |
| Integrity Financial Corp /WA | History | No change | 23,410 | 1,047 | 0.5% | 0.5% | 140 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 23,427 | 1,044 | 0.23% | 0.24% | 141 | -350 | -1.47% | Q3 2026 | Oct 08, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 23,311 | 1,043 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 22,799 | 1,016 | 0.06% | 0.07% | 143 | -924 | -3.89% | Q3 2026 | Oct 30, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 22,562 | 1,005 | 0.02% | 0.02% | 144 | +417 | 1.88% | Q3 2026 | Oct 28, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 22,245 | 991 | 0.1% | 0.15% | 145 | -14,255 | -39.05% | Q3 2026 | Oct 14, 2026 |
| Financial Partners Group, Inc | History | No change | 21,843 | 973 | 0.1% | 0.1% | 146 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Sandro Wealth Management LLC | History | No change | 21,671 | 969 | 0.7% | 0.7% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Blueprint, LLC | History | Added to | 20,474 | 912 | 0.04% | 0.04% | 148 | +968 | 4.96% | Q3 2026 | Oct 22, 2026 |
| United Advisor Group, LLC | History | New | 20,259 | 902 | 0.09% | — | 149 | +20,259 | New | Q3 2026 | Nov 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 19,603 | 877 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 19,477 | 868 | 0.0% | 0.0% | 151 | +4,000 | 25.84% | Q3 2026 | Oct 16, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 19,418 | 865 | 0.3% | 0.3% | 152 | -341 | -1.73% | Q3 2026 | Oct 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 18,943 | 847 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| L & S Advisors Inc | History | No change | 18,607 | 832 | 0.09% | 0.09% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 18,575 | 831 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Wealth, LLC | History | No change | 18,199 | 814 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthfront Advisers LLC | History | No change | 17,503 | 783 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 17,457 | 781 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 16,156 | 720 | 0.03% | 0.04% | 159 | -4,800 | -22.91% | Q3 2026 | Oct 20, 2026 |
| Bison Wealth, LLC | History | Reduced | 15,927 | 710 | 0.06% | 0.07% | 160 | -373 | -2.29% | Q3 2026 | Oct 13, 2026 |
| Curtis Advisory Group, LLC | History | No change | 15,863 | 707 | 0.13% | 0.14% | 161 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Reduced | 15,378 | 685 | 0.65% | 0.84% | 162 | -3,137 | -16.94% | Q3 2026 | Oct 07, 2026 |
| OneAscent Wealth Management LLC | History | No change | 14,861 | 665 | 0.2% | 0.2% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 14,871 | 662 | 0.05% | 0.05% | 164 | +1,570 | 11.8% | Q3 2026 | Oct 20, 2026 |
| Helium Advisors LLC | History | Added to | 14,851 | 661 | 0.57% | 0.54% | 165 | +220 | 1.5% | Q3 2026 | Oct 23, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 14,766 | 660 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Moors & Cabot, Inc. | History | No change | 14,701 | 657 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Accel Wealth Management | History | Reduced | 14,721 | 656 | 0.14% | 0.17% | 168 | -1,957 | -11.73% | Q3 2026 | Oct 13, 2026 |
| Atria Investments, Inc | History | Added to | 14,683 | 654 | 0.01% | 0.0% | 169 | +5,476 | 59.48% | Q3 2026 | Oct 15, 2026 |
| BAM Wealth Management, LLC | History | Added to | 14,364 | 640 | 0.35% | 0.29% | 170 | +4,052 | 39.29% | Q3 2026 | Oct 15, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 14,045 | 625 | 0.08% | 0.09% | 171 | -849 | -5.7% | Q3 2026 | Oct 16, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 13,864 | 620 | 0.1% | 0.1% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wagner Wealth Management, Corp | History | New | 13,781 | 614 | 0.48% | — | 173 | +13,781 | New | Q3 2026 | Oct 20, 2026 |
| Balefire, LLC | History | Added to | 13,626 | 607 | 0.1% | 0.08% | 174 | +2,052 | 17.73% | Q3 2026 | Oct 09, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 13,612 | 606 | 3.38% | 4.17% | 175 | -51,324 | -79.04% | Q3 2026 | Nov 02, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 13,468 | 600 | 0.01% | 0.01% | 176 | +3,381 | 33.52% | Q3 2026 | Oct 22, 2026 |
| Baird Financial Group, Inc. | History | No change | 13,387 | 599 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Watch Advisors, INC | History | No change | 13,396 | 599 | 0.19% | 0.19% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 12,656 | 566 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Advisory Services Network, LLC | History | No change | 12,357 | 552 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisor OS, LLC | History | Reduced | 12,359 | 550 | 0.04% | 0.05% | 181 | -5,669 | -31.45% | Q3 2026 | Nov 03, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 12,300 | 550 | 0.13% | 0.13% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 12,104 | 541 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 12,080 | 538 | 0.38% | 0.37% | 184 | -17 | -0.14% | Q3 2026 | Oct 15, 2026 |
| MRA Advisory Group | History | Added to | 11,544 | 514 | 0.19% | 0.19% | 185 | +24 | 0.21% | Q3 2026 | Oct 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 11,242 | 503 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 11,263 | 501 | 0.06% | 0.07% | 187 | -780 | -6.48% | Q3 2026 | Oct 30, 2026 |
| Mutual Advisors, LLC | History | No change | 11,101 | 496 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 10,992 | 491 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 10,945 | 489 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PW Nova Financial Services LLC | History | Added to | 10,916 | 486 | 0.1% | 0.1% | 191 | +186 | 1.73% | Q3 2026 | Oct 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 10,709 | 477 | 0.01% | 0.01% | 192 | +1,983 | 22.73% | Q3 2026 | Oct 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 10,685 | 476 | 0.02% | 0.02% | 193 | -816 | -7.1% | Q3 2026 | Oct 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,586 | 473 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 10,598 | 472 | 0.0% | 0.01% | 195 | -11,181 | -51.34% | Q3 2026 | Oct 08, 2026 |
| Capital Analysts, LLC | History | No change | 10,448 | 468 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brookstone Capital Management | History | Added to | 10,329 | 460 | 0.0% | 0.0% | 197 | +5,363 | 107.99% | Q3 2026 | Oct 22, 2026 |
| Venture Visionary Partners LLC | History | No change | 10,185 | 453 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Summit Financial, LLC | History | No change | 10,084 | 451 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 10,019 | 446 | 0.0% | 0.0% | 200 | +64 | 0.64% | Q3 2026 | Oct 30, 2026 |
| American Financial Advisors, LLC | History | No change | 9,708 | 434 | 0.05% | 0.05% | 201 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 9,493 | 424 | 0.12% | 0.12% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 9,464 | 423 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beaton Management Co. Inc. | History | No change | 9,450 | 423 | 0.17% | 0.17% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 9,382 | 419 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 9,270 | 414 | 0.04% | 0.04% | 206 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 9,248 | 412 | 0.04% | — | 207 | +9,248 | New | Q3 2026 | Oct 28, 2026 |
| Betterment LLC | History | No change | 9,164 | 410 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 8,948 | 398 | 0.01% | 0.01% | 209 | +78 | 0.88% | Q3 2026 | Oct 23, 2026 |
| Bank of New York Mellon Corp | History | New | 8,672 | 386 | 0.0% | — | 210 | +8,672 | New | Q3 2026 | Nov 05, 2026 |
| Hilltop Holdings Inc. | History | No change | 8,462 | 378 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIGHTON JONES LLC | History | Added to | 8,444 | 376 | 0.01% | 0.01% | 212 | +56 | 0.67% | Q3 2026 | Nov 03, 2026 |
| Global Assets Advisory, LLC | History | No change | 8,445 | 376 | 0.08% | 0.08% | 213 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| WBI INVESTMENTS, LLC | History | No change | 8,383 | 375 | 0.09% | 0.09% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | Reduced | 8,001 | 356 | 0.01% | 0.01% | 215 | -1,383 | -14.74% | Q3 2026 | Oct 30, 2026 |
| Encompass More Asset Management | History | New | 7,716 | 343 | 0.05% | — | 216 | +7,716 | New | Q3 2026 | Oct 16, 2026 |
| Huntleigh Advisors, Inc. | History | Reduced | 7,633 | 340 | 0.05% | 0.55% | 217 | -79,800 | -91.27% | Q3 2026 | Nov 03, 2026 |
| RVW Wealth, LLC | History | No change | 7,595 | 338 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 7,412 | 331 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 7,367 | 328 | 0.01% | 0.01% | 220 | +593 | 8.75% | Q3 2026 | Oct 16, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,303 | 325 | 0.0% | 0.0% | 221 | -694 | -8.68% | Q3 2026 | Oct 23, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 7,143 | 319 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Virtus Wealth Solutions LLC | History | Reduced | 7,144 | 318 | 0.05% | 0.06% | 223 | -2,704 | -27.46% | Q3 2026 | Nov 03, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 7,150 | 318 | 0.21% | 0.27% | 224 | -2,094 | -22.65% | Q3 2026 | Oct 27, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 7,117 | 317 | 0.01% | 0.01% | 225 | +2 | 0.03% | Q3 2026 | Nov 05, 2026 |
| Arkadios Wealth Advisors | History | No change | 7,026 | 314 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Argent Trust Co | History | No change | 7,000 | 313 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jacobi Capital Management LLC | History | No change | 6,904 | 308 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AE Wealth Management LLC | History | No change | 6,786 | 303 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| World Investment Advisors | History | No change | 6,649 | 297 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARWA LLC | History | New | 6,605 | 294 | 0.11% | — | 231 | +6,605 | New | Q3 2026 | Oct 21, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 6,475 | 288 | 0.2% | 0.18% | 232 | +1,000 | 18.26% | Q3 2026 | Oct 07, 2026 |
| Castleview Partners, LLC | History | Added to | 6,472 | 288 | 0.13% | 0.11% | 233 | +622 | 10.63% | Q3 2026 | Oct 09, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 6,388 | 285 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 6,267 | 279 | 0.15% | 0.15% | 235 | +46 | 0.74% | Q3 2026 | Oct 15, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | New | 6,232 | 277 | 0.08% | — | 236 | +6,232 | New | Q3 2026 | Oct 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 5,944 | 264 | 0.01% | — | 237 | +5,944 | New | Q3 2026 | Oct 26, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 5,825 | 260 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 5,724 | 255 | 0.01% | 0.02% | 239 | -9,307 | -61.92% | Q3 2026 | Oct 23, 2026 |
| Perissos Private Wealth Management, LLC | History | No change | 5,603 | 250 | 0.17% | 0.17% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | No change | 5,555 | 248 | 0.12% | 0.12% | 241 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| StoneX Group Inc. | History | New | 5,503 | 245 | 0.01% | — | 242 | +5,503 | New | Q3 2026 | Nov 03, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 5,453 | 244 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 5,402 | 241 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STEPHENS INC /AR/ | History | No change | 5,318 | 237 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 5,280 | 236 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 5,259 | 235 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 5,067 | 226 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PVG ASSET MANAGEMENT CORP | History | No change | 5,045 | 224 | 0.15% | 0.13% | 249 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 4,966 | 221 | 0.01% | — | 250 | +4,966 | New | Q3 2026 | Oct 29, 2026 |
| Keel Point, LLC | History | No change | 4,875 | 218 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 4,878 | 217 | 0.06% | 0.07% | 253 | -601 | -10.97% | Q3 2026 | Oct 15, 2026 |
| McAdam, LLC | History | Added to | 4,891 | 217 | 0.01% | 0.01% | 252 | +244 | 5.25% | Q3 2026 | Oct 21, 2026 |
| IHT Wealth Management, LLC | History | No change | 4,676 | 209 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Southland Equity Partners LLC | History | Reduced | 4,655 | 207 | 0.04% | 0.04% | 255 | -47 | -1.0% | Q3 2026 | Oct 14, 2026 |
| PKS Advisory Services, LLC | History | No change | 4,609 | 206 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 4,619 | 205 | 0.06% | 0.06% | 257 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,557 | 203 | 0.01% | 0.01% | 258 | -870 | -16.03% | Q3 2026 | Nov 02, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 4,564 | 203 | 0.08% | 0.09% | 259 | -446 | -8.9% | Q3 2026 | Oct 23, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 4,505 | 200 | 0.22% | — | 260 | +4,505 | New | Q3 2026 | Oct 27, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 4,483 | 199 | 0.11% | 0.11% | 261 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Qube Research & Technologies Ltd | History | No change | 4,025 | 180 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roxbury Financial LLC | History | Added to | 3,019 | 134 | 0.1% | 0.09% | 263 | +465 | 18.21% | Q3 2026 | Oct 01, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 2,916 | 130 | 0.29% | 0.29% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Register Financial Advisors LLC | History | Added to | 2,836 | 126 | 0.04% | 0.04% | 265 | +35 | 1.25% | Q3 2026 | Oct 23, 2026 |
| Topsail Wealth Management, LLC | History | No change | 2,825 | 126 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 2,773 | 123 | 0.01% | 0.01% | 267 | -546 | -16.45% | Q3 2026 | Oct 26, 2026 |
| SYM FINANCIAL Corp | History | New | 2,200 | 98 | 0.01% | — | 268 | +2,200 | New | Q3 2026 | Oct 26, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 2,006 | 89 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 1,965 | 87 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 1,150 | 51 | 0.0% | 0.01% | 271 | +2 | 0.17% | Q3 2026 | Oct 28, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,090 | 48 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,068 | 47 | 0.0% | 0.0% | 273 | +398 | 59.4% | Q3 2026 | Nov 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,050 | 46 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Archer Investment Corp | History | No change | 1,000 | 44 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 871 | 38 | 0.04% | 0.06% | 276 | -447 | -33.92% | Q3 2026 | Oct 27, 2026 |
| Triumph Capital Management | History | No change | 788 | 35 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 645 | 28 | 0.01% | 0.01% | 278 | -25 | -3.73% | Q3 2026 | Oct 28, 2026 |
| Sachetta, LLC | History | No change | 632 | 28 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 627 | 28 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 616 | 27 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 600 | 26 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 545 | 24 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CX Institutional | History | Reduced | 443 | 20 | 0.0% | 0.0% | 284 | -449 | -50.34% | Q3 2026 | Oct 02, 2026 |
| NBT BANK, N.A. | History | No change | 400 | 17 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 401 | 17 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clayton Financial Group LLC | History | New | 366 | 16 | 0.01% | — | 290 | +366 | New | Q3 2026 | Oct 13, 2026 |
| Rossby Financial, LCC | History | Added to | 359 | 16 | 0.0% | 0.0% | 289 | +35 | 10.8% | Q3 2026 | Nov 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 361 | 16 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 376 | 16 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | New | 322 | 14 | 0.0% | — | 292 | +322 | New | Q3 2026 | Oct 29, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 315 | 14 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 303 | 13 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 310 | 13 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Realta Investment Advisors | History | New | 272 | 12 | 0.0% | — | 298 | +272 | New | Q3 2026 | Oct 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 270 | 12 | 0.01% | 0.0% | 296 | +236 | 694.12% | Q3 2026 | Nov 02, 2026 |
| Clearstead Advisors, LLC | History | No change | 272 | 12 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Millstone Evans Group, LLC | History | No change | 276 | 12 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 268 | 11 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 225 | 10 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Hughes Financial Services, LLC | History | No change | 240 | 10 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 210 | 9 | 0.0% | — | 303 | +210 | New | Q3 2026 | Oct 28, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Added to | 214 | 9 | 0.0% | 0.0% | 302 | +47 | 28.14% | Q3 2026 | Nov 04, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 159 | 7 | 0.0% | 0.0% | 305 | -42 | -20.9% | Q3 2026 | Oct 26, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 167 | 7 | 0.0% | 0.0% | 304 | +2 | 1.21% | Q3 2026 | Oct 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 137 | 6 | 0.0% | 0.0% | 306 | +28 | 25.69% | Q3 2026 | Oct 21, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 146 | 6 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 130 | 5 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Founders Financial Alliance, LLC | History | No change | 125 | 5 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Synergy Investment Management, LLC | History | No change | 112 | 5 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacifica Partners Inc. | History | No change | 96 | 4 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Caitlin John, LLC | History | No change | 69 | 3 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 40 | 1 | 0.0% | — | 315 | +40 | New | Q3 2026 | Oct 07, 2026 |
| Key Capital Management, INC | History | Added to | 37 | 1 | 0.0% | — | 314 | +18 | 94.74% | Q3 2026 | Nov 03, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 44 | 1 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -45,125 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Closed out | 0 | 0 | — | 0.68% | — | -21,790 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Providence First Trust Co | History | Closed out | 0 | 0 | — | 0.1% | — | -8,029 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Global View Capital Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,711 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,442 | -100.0% | Q3 2026 | Oct 29, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,843 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Mascoma Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 22 | 0 | — | — | — | +6 | 37.5% | Q3 2026 | Nov 05, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 11 | 0 | — | — | — | +4 | 57.14% | Q3 2026 | Nov 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 32,799 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mosley Wealth Management | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |