FIRST TRUST EXCHANGE-TRADED FUND - FVD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 17,493,310 | 842,827 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 15,316,958 | 718,518 | 0.15% | 0.17% | 2 | -669,250 | -4.19% | Q3 2026 | Nov 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 5,272,946 | 254,050 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,135,074 | 247,407 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 5,066,739 | 244,115 | 0.07% | 0.07% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,182,055 | 153,311 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,178,839 | 153,156 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UBS Group AG | History | No change | 3,062,609 | 147,556 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,214,926 | 106,715 | 0.09% | 0.09% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,012,367 | 96,965 | 0.11% | 0.11% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,886,816 | 90,906 | 0.08% | 0.08% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,763,508 | 82,726 | 0.11% | 0.11% | 12 | -119,517 | -6.35% | Q3 2026 | Nov 02, 2026 |
| HighTower Advisors, LLC | History | No change | 1,562,931 | 75,302 | 0.07% | 0.07% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,240,766 | 58,204 | 0.07% | 0.07% | 14 | -37,489 | -2.93% | Q3 2026 | Oct 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,148,323 | 53,868 | 0.12% | 0.13% | 15 | -12,914 | -1.11% | Q3 2026 | Nov 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,043,639 | 50,543 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 1,026,523 | 49,457 | 0.23% | 0.23% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Baird Financial Group, Inc. | History | No change | 889,586 | 42,860 | 0.06% | 0.06% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 889,193 | 41,712 | 0.12% | 0.13% | 19 | +46,274 | 5.49% | Q3 2026 | Nov 02, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 759,035 | 35,606 | 3.4% | 3.67% | 20 | -2,370 | -0.31% | Q3 2026 | Oct 19, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 658,000 | 31,702 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 643,171 | 31,219 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 584,925 | 28,181 | 0.08% | 0.08% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Intellus Advisors LLC | History | No change | 560,870 | 27,022 | 3.28% | 3.28% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 548,951 | 26,453 | 0.24% | 0.24% | 25 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 527,597 | 25,419 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 519,462 | 25,028 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 485,260 | 24,612 | 0.32% | 0.42% | 28 | -112,290 | -18.79% | Q3 2026 | Nov 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 499,073 | 24,045 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 496,696 | 23,300 | 0.13% | 0.13% | 30 | -4,135 | -0.83% | Q3 2026 | Oct 27, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 496,226 | 23,277 | 0.63% | 0.68% | 31 | -10,919 | -2.15% | Q3 2026 | Oct 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 460,586 | 22,191 | 0.3% | 0.3% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 452,756 | 21,238 | 0.01% | 0.01% | 33 | -3,028 | -0.66% | Q3 2026 | Nov 04, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 432,014 | 20,265 | 1.83% | 1.84% | 34 | +11,313 | 2.69% | Q3 2026 | Oct 19, 2026 |
| IFG Advisory, LLC | History | No change | 405,748 | 19,548 | 0.68% | 0.68% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 394,085 | 18,987 | 0.11% | 0.11% | 36 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 404,038 | 18,953 | 0.13% | 0.15% | 37 | +36,816 | 10.03% | Q3 2026 | Oct 16, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 374,997 | 18,067 | 2.38% | 2.38% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Solano Wealth Investment Advisors LLC | History | No change | 372,837 | 17,963 | 8.17% | 8.17% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 368,319 | 17,277 | 0.01% | 0.01% | 40 | -3,029 | -0.82% | Q3 2026 | Nov 06, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 329,901 | 15,894 | 0.16% | 0.16% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 334,237 | 15,679 | 1.43% | 1.59% | 42 | -26,839 | -7.43% | Q3 2026 | Nov 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 309,125 | 14,893 | 0.08% | 0.08% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Petix & Botte Co | History | No change | 285,990 | 13,779 | 2.77% | 2.77% | 44 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMERCE BANK | History | No change | 285,016 | 13,732 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 283,448 | 13,656 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 282,502 | 13,610 | 0.16% | 0.16% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hobart Private Capital, LLC | History | Added to | 285,564 | 13,395 | 2.27% | 2.3% | 48 | +7,324 | 2.63% | Q3 2026 | Oct 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 273,253 | 13,006 | 0.02% | 0.01% | 49 | +93,435 | 51.96% | Q3 2026 | Oct 13, 2026 |
| US BANCORP \DE\ | History | Added to | 272,211 | 12,769 | 0.01% | 0.01% | 50 | +3,698 | 1.38% | Q3 2026 | Nov 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 264,359 | 12,736 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 243,569 | 11,732 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 242,438 | 11,664 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 230,627 | 11,111 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Concentrum Wealth Management | History | No change | 224,937 | 10,837 | 2.59% | 2.59% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 223,746 | 10,780 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 222,821 | 10,735 | 0.41% | 0.41% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 223,228 | 10,471 | 0.06% | 0.07% | 58 | -21,788 | -8.89% | Q3 2026 | Nov 06, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 207,292 | 9,987 | 1.6% | 1.6% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 204,631 | 9,859 | 0.59% | 0.59% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 208,508 | 9,781 | 0.1% | 0.11% | 61 | +2,537 | 1.23% | Q3 2026 | Nov 06, 2026 |
| Center for Wealth Management Advisory | History | Added to | 195,540 | 9,172 | 5.69% | 5.55% | 62 | +11,887 | 6.47% | Q3 2026 | Oct 23, 2026 |
| ASSETMARK, INC | History | Added to | 194,818 | 9,138 | 0.02% | 0.02% | 63 | +8,654 | 4.65% | Q3 2026 | Oct 21, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 181,077 | 8,494 | 3.26% | 3.3% | 64 | +7,117 | 4.09% | Q3 2026 | Oct 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 176,245 | 8,491 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 172,961 | 8,113 | 0.14% | 0.16% | 66 | -5,296 | -2.97% | Q3 2026 | Oct 16, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 168,279 | 7,893 | 2.65% | 3.09% | 67 | -949 | -0.56% | Q3 2026 | Nov 03, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 167,938 | 7,877 | 1.49% | 1.91% | 68 | -33,291 | -16.54% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 165,913 | 7,782 | 0.05% | 0.05% | 69 | +29,688 | 21.79% | Q3 2026 | Oct 08, 2026 |
| Rehmann Capital Advisory Group | History | No change | 160,466 | 7,731 | 0.35% | 0.35% | 70 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 161,247 | 7,564 | 0.08% | 0.08% | 71 | +2,990 | 1.89% | Q3 2026 | Oct 26, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 159,236 | 7,469 | 0.69% | 0.87% | 72 | -12,398 | -7.22% | Q3 2026 | Oct 27, 2026 |
| Crumly & Associates Inc. | History | No change | 157,145 | 7,371 | 1.31% | 1.45% | 73 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Holistic Financial Partners | History | No change | 144,711 | 6,972 | 4.26% | 4.26% | 74 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mutual Advisors, LLC | History | No change | 143,471 | 6,912 | 0.13% | 0.13% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 146,161 | 6,856 | 1.6% | 1.63% | 76 | +537 | 0.37% | Q3 2026 | Oct 29, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 145,918 | 6,845 | 1.87% | 1.98% | 77 | -674 | -0.46% | Q3 2026 | Oct 22, 2026 |
| Plus Group Wealth Advisors LLC | History | Reduced | 144,250 | 6,766 | 6.05% | 7.86% | 78 | -29,274 | -16.87% | Q3 2026 | Oct 19, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 138,564 | 6,676 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 141,366 | 6,631 | 2.33% | 2.45% | 80 | -5,718 | -3.89% | Q3 2026 | Oct 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 133,727 | 6,442 | 0.25% | 0.25% | 81 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kovack Advisors, Inc. | History | No change | 130,609 | 6,327 | 0.3% | 0.3% | 82 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| 1776 Wealth LLC | History | No change | 129,159 | 6,222 | 2.19% | 2.19% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 129,396 | 6,069 | 0.38% | 0.53% | 84 | -4,361 | -3.26% | Q3 2026 | Oct 29, 2026 |
| IHT Wealth Management, LLC | History | No change | 124,147 | 5,981 | 0.13% | 0.13% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 121,108 | 5,834 | 0.02% | 0.02% | 86 | +770 | 0.64% | Q3 2026 | Nov 06, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 122,278 | 5,736 | 0.43% | 0.37% | 87 | +4,160 | 3.52% | Q3 2026 | Oct 28, 2026 |
| Lido Advisors, LLC | History | Added to | 121,223 | 5,686 | 0.01% | 0.01% | 88 | +77,306 | 176.03% | Q3 2026 | Nov 04, 2026 |
| Arkadios Wealth Advisors | History | No change | 116,875 | 5,631 | 0.09% | 0.09% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 113,815 | 5,339 | 2.17% | 2.28% | 90 | -1,123 | -0.98% | Q3 2026 | Oct 26, 2026 |
| Independent Advisor Alliance | History | No change | 109,952 | 5,297 | 0.12% | 0.12% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 112,120 | 5,259 | 0.09% | 0.1% | 92 | -211 | -0.19% | Q3 2026 | Oct 21, 2026 |
| Harvest Investment Services, LLC | History | No change | 106,190 | 5,116 | 0.79% | 0.79% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1ST SOURCE BANK | History | No change | 103,232 | 4,973 | 0.23% | 0.23% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Snowden Capital Advisors LLC | History | No change | 103,231 | 4,973 | 0.12% | 0.12% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALANCED WEALTH GROUP LLC | History | No change | 102,256 | 4,926 | 1.56% | 1.56% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Western Wealth Management, LLC | History | No change | 101,870 | 4,908 | 0.16% | 0.16% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 101,612 | 4,895 | 1.38% | 1.38% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 103,116 | 4,837 | 1.15% | 3.74% | 99 | -216,805 | -67.77% | Q3 2026 | Nov 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 90,786 | 4,374 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 90,746 | 4,372 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 86,572 | 4,339 | 0.08% | 0.09% | 102 | +330 | 0.38% | Q3 2026 | Oct 26, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 88,232 | 4,251 | 0.26% | 0.26% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Reduced | 89,983 | 4,221 | 0.0% | 0.0% | 104 | -5,505 | -5.77% | Q3 2026 | Nov 02, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 89,575 | 4,201 | 3.99% | 4.14% | 105 | -17,786 | -16.57% | Q3 2026 | Oct 22, 2026 |
| Southland Equity Partners LLC | History | Reduced | 89,349 | 4,191 | 0.72% | 0.76% | 106 | -423 | -0.47% | Q3 2026 | Oct 14, 2026 |
| FMR LLC | History | No change | 86,704 | 4,177 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | Reduced | 88,761 | 4,163 | 0.11% | 0.13% | 108 | -18,145 | -16.97% | Q3 2026 | Oct 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 85,454 | 4,117 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLAGSTAR SECURITIES, INC | History | Reduced | 87,704 | 4,114 | 1.25% | 1.31% | 110 | -2,151 | -2.39% | Q3 2026 | Oct 15, 2026 |
| Rothschild Wealth LLC | History | No change | 85,025 | 4,096 | 0.33% | 0.33% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 84,484 | 4,070 | 0.08% | 0.08% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 82,549 | 4,038 | 0.85% | 0.85% | 113 | -171 | -0.21% | Q3 2026 | Oct 21, 2026 |
| Composition Wealth, LLC | History | No change | 83,125 | 4,004 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFS Group,LLC | History | No change | 81,839 | 3,942 | 5.41% | 5.41% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 83,389 | 3,917 | 0.23% | 0.26% | 116 | -4,893 | -5.54% | Q3 2026 | Nov 02, 2026 |
| Valmark Advisers, Inc. | History | No change | 81,299 | 3,916 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | No change | 80,653 | 3,885 | 0.31% | 0.31% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 82,717 | 3,880 | 0.16% | 0.17% | 119 | -645 | -0.77% | Q3 2026 | Nov 04, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 81,597 | 3,827 | 0.51% | 0.58% | 120 | -5,708 | -6.54% | Q3 2026 | Nov 03, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 80,893 | 3,794 | 0.57% | 0.63% | 121 | -3,450 | -4.09% | Q3 2026 | Oct 20, 2026 |
| Larson Financial Group LLC | History | Reduced | 80,039 | 3,754 | 0.09% | 0.12% | 122 | -15,570 | -16.29% | Q3 2026 | Nov 05, 2026 |
| Nearside Advisors, LLC | History | New | 79,959 | 3,750 | 2.68% | — | 123 | +79,959 | New | Q3 2026 | Oct 20, 2026 |
| Family Capital Management, Inc. | History | Reduced | 79,337 | 3,721 | 1.43% | 1.56% | 124 | -4,423 | -5.28% | Q3 2026 | Nov 03, 2026 |
| Treasure Coast Financial Planning | History | Reduced | 79,155 | 3,713 | 1.77% | 1.88% | 125 | -647 | -0.81% | Q3 2026 | Nov 03, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 78,989 | 3,705 | 0.33% | 0.36% | 126 | -1,901 | -2.35% | Q3 2026 | Oct 15, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 76,890 | 3,704 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 78,551 | 3,684 | 1.26% | 1.28% | 128 | -8,346 | -9.6% | Q3 2026 | Oct 08, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 76,277 | 3,675 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Arax Advisory Partners | History | No change | 76,036 | 3,663 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RFG Advisory, LLC | History | Reduced | 77,491 | 3,635 | 0.05% | 0.1% | 131 | -53,168 | -40.69% | Q3 2026 | Nov 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 73,568 | 3,544 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 75,451 | 3,539 | 2.13% | 2.19% | 133 | +12 | 0.02% | Q3 2026 | Oct 20, 2026 |
| Advisory Alpha, LLC | History | No change | 72,040 | 3,470 | 0.09% | 0.09% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 71,568 | 3,448 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 73,281 | 3,437 | 0.01% | 0.01% | 136 | -934 | -1.26% | Q3 2026 | Nov 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 71,991 | 3,377 | 0.06% | 0.06% | 137 | +766 | 1.08% | Q3 2026 | Oct 13, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 71,915 | 3,373 | 0.59% | 0.96% | 138 | -35,630 | -33.13% | Q3 2026 | Oct 21, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 71,231 | 3,341 | 2.5% | 2.63% | 139 | -2,043 | -2.79% | Q3 2026 | Nov 02, 2026 |
| STEPHENS INC /AR/ | History | No change | 69,259 | 3,336 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Next Level Private LLC | History | Added to | 70,604 | 3,312 | 0.64% | 0.66% | 141 | +288 | 0.41% | Q3 2026 | Oct 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 70,360 | 3,300 | 0.06% | 0.06% | 142 | -1,972 | -2.73% | Q3 2026 | Nov 05, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 68,826 | 3,228 | 2.1% | 2.15% | 143 | -716 | -1.03% | Q3 2026 | Oct 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 66,737 | 3,215 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 66,634 | 3,210 | 0.05% | 0.05% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 68,081 | 3,193 | 1.19% | 1.26% | 146 | -1,298 | -1.87% | Q3 2026 | Oct 26, 2026 |
| HighPoint Advisor Group LLC | History | No change | 66,156 | 3,187 | 0.11% | 0.11% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Worthington Financial Partners, LLC | History | Added to | 67,451 | 3,164 | 2.68% | 2.68% | 148 | +136 | 0.2% | Q3 2026 | Oct 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 65,535 | 3,157 | 0.2% | 0.2% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 66,405 | 3,115 | 0.03% | 0.04% | 150 | -9,528 | -12.55% | Q3 2026 | Oct 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 66,312 | 3,110 | 0.05% | 0.06% | 151 | -425 | -0.64% | Q3 2026 | Nov 04, 2026 |
| World Investment Advisors | History | No change | 65,953 | 3,106 | 0.05% | 0.05% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 65,653 | 3,079 | 0.88% | 0.99% | 153 | -5,692 | -7.98% | Q3 2026 | Oct 23, 2026 |
| KPP Advisory Services LLC | History | Reduced | 64,236 | 3,013 | 0.51% | 0.46% | 154 | -11,989 | -15.73% | Q3 2026 | Oct 26, 2026 |
| OneAscent Financial Services LLC | History | No change | 62,274 | 3,000 | 0.14% | 0.14% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 63,552 | 2,981 | 0.09% | 0.09% | 156 | +348 | 0.55% | Q3 2026 | Nov 06, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 61,677 | 2,893 | 0.96% | 0.84% | 157 | -2,055 | -3.22% | Q3 2026 | Nov 04, 2026 |
| Virtu Financial LLC | History | No change | 58,179 | 2,803 | 0.09% | 0.09% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | Added to | 59,584 | 2,796 | 0.36% | 0.31% | 159 | +10,459 | 21.29% | Q3 2026 | Nov 02, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 59,360 | 2,785 | 0.07% | 0.06% | 160 | +7,864 | 15.27% | Q3 2026 | Oct 22, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 56,935 | 2,743 | 0.4% | 0.4% | 161 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 58,138 | 2,727 | 0.02% | 0.02% | 162 | -2,195 | -3.64% | Q3 2026 | Oct 26, 2026 |
| Troutman Wealth Management, LLC | History | No change | 56,085 | 2,702 | 2.08% | 2.08% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 55,922 | 2,694 | 1.12% | 1.12% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 55,037 | 2,650 | 0.27% | 0.27% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 55,656 | 2,610 | 0.05% | 0.05% | 166 | -4,788 | -7.92% | Q3 2026 | Oct 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 53,468 | 2,576 | 0.1% | 0.1% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 54,180 | 2,541 | 0.71% | 0.69% | 168 | +4,417 | 8.88% | Q3 2026 | Oct 19, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 53,451 | 2,507 | 0.0% | 0.0% | 169 | -1,153 | -2.11% | Q3 2026 | Nov 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 51,882 | 2,499 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 51,857 | 2,432 | 0.09% | 0.09% | 171 | +4,647 | 9.84% | Q3 2026 | Oct 26, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 47,879 | 2,307 | 0.09% | 0.09% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 47,803 | 2,303 | 0.95% | 0.95% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 47,760 | 2,301 | 0.51% | 0.51% | 174 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CLG LLC | History | Reduced | 47,725 | 2,238 | 0.47% | 0.52% | 175 | -1,101 | -2.25% | Q3 2026 | Oct 13, 2026 |
| FWG Holdings, LLC | History | No change | 44,744 | 2,233 | 0.78% | 0.78% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 46,217 | 2,226 | 1.25% | 1.25% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | No change | 45,245 | 2,179 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 45,532 | 2,135 | 0.43% | 0.69% | 179 | -24,895 | -35.35% | Q3 2026 | Oct 19, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 43,558 | 2,098 | 0.66% | 0.66% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | No change | 43,410 | 2,091 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Finward Bancorp | History | Reduced | 44,443 | 2,084 | 1.54% | 1.63% | 182 | -110 | -0.25% | Q3 2026 | Oct 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 42,477 | 2,046 | 0.11% | 0.11% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 43,482 | 2,039 | 0.08% | 0.08% | 184 | +4,086 | 10.37% | Q3 2026 | Oct 23, 2026 |
| WCG Wealth Advisors LLC | History | No change | 42,029 | 2,024 | 0.05% | 0.05% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 42,616 | 1,999 | 0.14% | 0.17% | 186 | -7,162 | -14.39% | Q3 2026 | Oct 13, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 42,559 | 1,996 | 0.58% | 0.86% | 187 | -16,507 | -27.95% | Q3 2026 | Oct 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 41,172 | 1,983 | 0.24% | 0.24% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | No change | 41,057 | 1,978 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 40,898 | 1,970 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sun Financial Inc | History | No change | 38,124 | 1,927 | 0.91% | 0.91% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waterloo Capital, L.P. | History | No change | 39,748 | 1,915 | 0.11% | 0.11% | 192 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 38,662 | 1,862 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | Reduced | 39,636 | 1,859 | 0.01% | 0.01% | 194 | -506 | -1.26% | Q3 2026 | Nov 05, 2026 |
| Accel Wealth Management | History | Reduced | 39,422 | 1,849 | 0.4% | 0.43% | 195 | -538 | -1.35% | Q3 2026 | Oct 13, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 38,808 | 1,820 | 0.62% | 0.63% | 196 | +6 | 0.02% | Q3 2026 | Oct 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 38,518 | 1,806 | 0.07% | 0.1% | 197 | +245 | 0.64% | Q3 2026 | Oct 13, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Reduced | 38,249 | 1,794 | 0.66% | 0.82% | 198 | -2,228 | -5.5% | Q3 2026 | Oct 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 38,073 | 1,785 | 0.14% | 0.14% | 199 | +691 | 1.85% | Q3 2026 | Oct 20, 2026 |
| Advance Capital Management, Inc. | History | No change | 36,924 | 1,778 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 37,692 | 1,768 | 0.77% | 0.86% | 201 | -2,482 | -6.18% | Q3 2026 | Nov 02, 2026 |
| Keystone Financial Group | History | No change | 36,369 | 1,752 | 0.1% | 0.1% | 202 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Savvy Advisors, Inc. | History | No change | 36,288 | 1,748 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Apollon Financial, LLC | History | Reduced | 37,249 | 1,747 | 0.2% | 0.21% | 204 | -306 | -0.81% | Q3 2026 | Oct 23, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Reduced | 37,134 | 1,741 | 0.56% | 0.65% | 205 | -2,614 | -6.58% | Q3 2026 | Oct 21, 2026 |
| Moment Partners, LLC | History | No change | 36,068 | 1,737 | 0.31% | 0.31% | 206 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 35,692 | 1,719 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 36,604 | 1,717 | 1.44% | 1.49% | 208 | +605 | 1.68% | Q3 2026 | Oct 08, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 35,072 | 1,645 | 0.44% | 0.44% | 209 | +628 | 1.82% | Q3 2026 | Oct 15, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 35,000 | 1,641 | 0.24% | 0.26% | 210 | +17,500 | 100.0% | Q3 2026 | Oct 15, 2026 |
| ERn Financial, LLC | History | Reduced | 34,791 | 1,632 | 0.27% | 0.29% | 211 | -1,586 | -4.36% | Q3 2026 | Oct 28, 2026 |
| StoneX Group Inc. | History | Added to | 33,892 | 1,614 | 0.06% | 0.06% | 212 | +2,824 | 9.09% | Q3 2026 | Nov 03, 2026 |
| Spire Wealth Management | History | Added to | 34,383 | 1,612 | 0.05% | 0.05% | 213 | +908 | 2.71% | Q3 2026 | Oct 30, 2026 |
| Prism Advisors, Inc. | History | Reduced | 33,785 | 1,608 | 0.4% | 0.43% | 215 | -2,892 | -7.89% | Q3 2026 | Oct 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 33,378 | 1,608 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centurion Wealth Management LLC | History | Added to | 34,202 | 1,604 | 0.39% | 0.38% | 216 | +809 | 2.42% | Q3 2026 | Oct 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 33,881 | 1,589 | 0.08% | 0.09% | 217 | -589 | -1.71% | Q3 2026 | Oct 16, 2026 |
| Claro Advisors Inc. | History | Reduced | 33,594 | 1,575 | 0.15% | 0.18% | 218 | -1,949 | -5.48% | Q3 2026 | Nov 02, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 32,630 | 1,572 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 33,485 | 1,570 | 0.97% | 0.98% | 220 | +1,073 | 3.31% | Q3 2026 | Oct 23, 2026 |
| Quantinno Capital Management LP | History | No change | 32,582 | 1,569 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walker Asset Management, LLC | History | Added to | 33,333 | 1,563 | 0.79% | 0.81% | 222 | +200 | 0.6% | Q3 2026 | Oct 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 31,899 | 1,536 | 0.22% | 0.22% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | No change | 31,311 | 1,508 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 31,142 | 1,500 | 0.45% | 0.45% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Olde Wealth Management, LLC | History | No change | 30,503 | 1,469 | 0.42% | 0.42% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequent Planning LLC | History | No change | 30,501 | 1,469 | 0.31% | 0.31% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intrua Financial, LLC | History | Reduced | 31,005 | 1,454 | 0.14% | 0.15% | 228 | -3,203 | -9.36% | Q3 2026 | Oct 28, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 29,962 | 1,443 | 0.5% | 0.5% | 229 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 30,701 | 1,440 | 0.04% | 0.04% | 230 | -1,934 | -5.93% | Q3 2026 | Oct 07, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 29,917 | 1,403 | 0.1% | 0.1% | 231 | -871 | -2.83% | Q3 2026 | Oct 26, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 29,082 | 1,401 | 0.12% | 0.12% | 232 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PFG Advisors | History | Reduced | 29,769 | 1,396 | 0.07% | 0.07% | 233 | -253 | -0.84% | Q3 2026 | Oct 15, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Added to | 29,763 | 1,396 | 0.57% | 0.58% | 234 | +24 | 0.08% | Q3 2026 | Oct 15, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 29,679 | 1,392 | 0.32% | 0.38% | 235 | -1,318 | -4.25% | Q3 2026 | Nov 02, 2026 |
| CARLSON FINANCIAL, INC. | History | Reduced | 29,383 | 1,378 | 0.73% | 0.74% | 236 | -648 | -2.16% | Q3 2026 | Nov 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 28,502 | 1,373 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cresset Asset Management, LLC | History | No change | 28,327 | 1,364 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 29,068 | 1,363 | 0.48% | 0.51% | 239 | -973 | -3.24% | Q3 2026 | Oct 26, 2026 |
| Mission Financial Group, LLC | History | Reduced | 28,867 | 1,354 | 1.07% | 1.27% | 240 | -2,799 | -8.84% | Q3 2026 | Oct 21, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 28,519 | 1,337 | 0.17% | 0.19% | 241 | -1,292 | -4.33% | Q3 2026 | Oct 16, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 27,630 | 1,331 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 28,153 | 1,320 | 0.49% | 0.5% | 243 | -1,586 | -5.33% | Q3 2026 | Nov 02, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 27,267 | 1,313 | 0.09% | 0.09% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | Reduced | 25,867 | 1,307 | 0.09% | 0.11% | 245 | -3,838 | -12.92% | Q3 2026 | Oct 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 27,004 | 1,301 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 27,607 | 1,295 | 0.07% | 0.07% | 247 | -945 | -3.31% | Q3 2026 | Oct 29, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 27,403 | 1,285 | 0.04% | 0.04% | 248 | -2,351 | -7.9% | Q3 2026 | Oct 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 26,635 | 1,283 | 0.4% | 0.4% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 26,486 | 1,276 | 0.43% | 0.43% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 26,872 | 1,260 | 0.08% | 0.08% | 251 | -344 | -1.26% | Q3 2026 | Oct 08, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 26,576 | 1,246 | 0.1% | 0.1% | 252 | +426 | 1.63% | Q3 2026 | Oct 28, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 26,575 | 1,246 | 0.13% | 0.14% | 253 | +425 | 1.63% | Q3 2026 | Oct 28, 2026 |
| SMITH, MOORE & CO. | History | No change | 25,723 | 1,239 | 0.08% | 0.08% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 26,153 | 1,226 | 0.2% | 0.25% | 255 | -4,566 | -14.86% | Q3 2026 | Oct 08, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | No change | 8,536 | 1,215 | 0.52% | 0.52% | 256 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 25,452 | 1,195 | 0.07% | 0.08% | 257 | -2,726 | -9.67% | Q3 2026 | Oct 30, 2026 |
| Sowell Financial Services LLC | History | Reduced | 25,322 | 1,187 | 0.04% | 0.04% | 258 | -1,224 | -4.61% | Q3 2026 | Oct 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 24,449 | 1,177 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 24,901 | 1,168 | 0.64% | 0.66% | 260 | -109 | -0.44% | Q3 2026 | Oct 15, 2026 |
| Signature Equity Partners, LLC | History | Added to | 24,892 | 1,167 | 0.41% | 0.03% | 261 | +23,457 | 1634.63% | Q3 2026 | Oct 29, 2026 |
| tru Independence LLC | History | Reduced | 24,831 | 1,164 | 0.5% | 0.55% | 262 | -1,199 | -4.61% | Q3 2026 | Oct 19, 2026 |
| GGM Financial LLC | History | Added to | 24,773 | 1,162 | 0.37% | 0.45% | 263 | +71 | 0.29% | Q3 2026 | Nov 05, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 24,744 | 1,160 | 0.17% | 0.2% | 264 | -530 | -2.1% | Q3 2026 | Oct 26, 2026 |
| Gotham Asset Management, LLC | History | No change | 23,810 | 1,147 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 23,326 | 1,123 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 23,801 | 1,116 | 0.32% | 0.34% | 267 | -927 | -3.75% | Q3 2026 | Oct 29, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 23,774 | 1,115 | 0.02% | 0.02% | 268 | -2,775 | -10.45% | Q3 2026 | Oct 28, 2026 |
| JANE STREET GROUP, LLC | History | No change | 22,925 | 1,104 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 22,703 | 1,098 | 0.05% | 0.05% | 270 | -458 | -1.98% | Q3 2026 | Oct 15, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 23,348 | 1,095 | 0.7% | 0.68% | 271 | -22 | -0.09% | Q3 2026 | Oct 07, 2026 |
| BFC Planning, Inc. | History | No change | 22,678 | 1,092 | 0.04% | 0.04% | 272 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 23,221 | 1,089 | 0.03% | 0.03% | 273 | +1,478 | 6.8% | Q3 2026 | Oct 29, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 22,600 | 1,088 | 0.31% | 0.31% | 274 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 22,777 | 1,068 | 0.47% | 0.61% | 275 | -7,032 | -23.59% | Q3 2026 | Nov 04, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | Reduced | 22,502 | 1,055 | 0.22% | 0.3% | 276 | -7,910 | -26.01% | Q3 2026 | Oct 27, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 22,212 | 1,041 | 0.02% | 0.03% | 277 | -308 | -1.37% | Q3 2026 | Nov 04, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 21,898 | 1,033 | 0.23% | 0.24% | 278 | -358 | -1.61% | Q3 2026 | Oct 28, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 22,003 | 1,032 | 0.16% | 0.18% | 279 | -620 | -2.74% | Q3 2026 | Oct 27, 2026 |
| Lighthouse Wealth Management Inc. | History | Reduced | 21,869 | 1,025 | 0.62% | 0.67% | 280 | -547 | -2.44% | Q3 2026 | Oct 13, 2026 |
| Main Line Retirement Advisors, LLC | History | Reduced | 21,593 | 1,012 | 0.44% | 0.5% | 281 | -824 | -3.68% | Q3 2026 | Oct 14, 2026 |
| RVW Wealth, LLC | History | Reduced | 21,474 | 1,007 | 0.06% | 0.07% | 282 | -500 | -2.28% | Q3 2026 | Oct 06, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 21,437 | 1,005 | 0.18% | 0.19% | 283 | +41 | 0.19% | Q3 2026 | Nov 03, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 20,800 | 975 | 0.66% | 1.46% | 284 | -23,597 | -53.15% | Q3 2026 | Oct 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 20,619 | 967 | 0.02% | 0.02% | 285 | +331 | 1.63% | Q3 2026 | Oct 16, 2026 |
| Capital Square, LLC | History | Reduced | 20,580 | 965 | 0.43% | 0.46% | 286 | -947 | -4.4% | Q3 2026 | Oct 19, 2026 |
| Topsail Wealth Management, LLC | History | No change | 19,970 | 962 | 0.12% | 0.12% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 19,965 | 961 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 19,944 | 960 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BIP Wealth, LLC | History | Reduced | 20,425 | 958 | 0.03% | 0.03% | 290 | -490 | -2.34% | Q3 2026 | Oct 22, 2026 |
| Maridea Wealth Management LLC | History | No change | 19,589 | 943 | 0.1% | 0.1% | 291 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 18,932 | 926 | 0.42% | 0.44% | 292 | +14 | 0.07% | Q3 2026 | Oct 23, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 19,671 | 922 | 0.25% | 0.3% | 293 | -3,073 | -13.51% | Q3 2026 | Oct 15, 2026 |
| CreativeOne Wealth, LLC | History | No change | 18,485 | 890 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 18,363 | 884 | 0.13% | 0.14% | 295 | -400 | -2.13% | Q3 2026 | Nov 03, 2026 |
| Cambria Investment Management, L.P. | History | No change | 18,011 | 867 | 0.04% | 0.04% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 18,011 | 867 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 18,247 | 862 | 0.96% | — | 298 | +18,247 | New | Q3 2026 | Oct 27, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 18,262 | 856 | 0.3% | 0.3% | 299 | +242 | 1.34% | Q3 2026 | Oct 23, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 17,623 | 849 | 0.35% | 0.35% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |