FIRST TRUST EXCHANGE-TRADED FUND - FVD

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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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
4WEALTH ADVISORS, INC. History Added to 17,818 842 0.58% 0.6% 301 +1,569 9.66% Q3 2026 Oct 13, 2026
EverSource Wealth Advisors, LLC History Added to 17,947 841 0.03% 0.03% 302 +606 3.49% Q3 2026 Nov 04, 2026
Bernardo Wealth Planning LLC History Added to 17,550 823 0.07% 0.09% 303 +6,403 57.44% Q3 2026 Oct 23, 2026
PMG Wealth Management, Inc. History No change 16,899 814 0.5% 0.5% 304 0 0.0% Q2 2026 Aug 05, 2026
Spartan Wealth Advisory Services LLC History No change 16,897 814 0.07% 0.07% 305 0 0.0% Q2 2026 Aug 05, 2026
BostonPremier Wealth LLC History Added to 17,161 805 0.33% 0.35% 306 +26 0.15% Q3 2026 Oct 15, 2026
Virtus Wealth Solutions LLC History Added to 17,094 801 0.14% 0.11% 307 +124 0.73% Q3 2026 Nov 03, 2026
FIRST TRUST ADVISORS LP History No change 16,490 794 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 11, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 16,886 792 0.04% 0.04% 309 -190 -1.11% Q3 2026 Oct 28, 2026
City Center Advisors, LLC History Added to 16,869 791 0.6% 0.66% 311 +12 0.07% Q3 2026 Oct 07, 2026
Icon Wealth Advisors, LLC History No change 16,426 791 0.05% 0.05% 310 0 0.0% Q2 2026 Aug 05, 2026
Accretive Wealth Partners, LLC History No change 16,223 781 0.19% 0.19% 312 0 0.0% Q2 2026 Jul 29, 2026
MIRAMONTES CAPITAL, LLC History Added to 16,527 775 0.23% 0.25% 313 +1 0.01% Q3 2026 Oct 16, 2026
Apollon Wealth Management, LLC History Added to 16,324 765 0.01% 0.01% 314 +4,124 33.8% Q3 2026 Oct 23, 2026
CHILTON INVESTMENT CO INC. History No change 15,760 759 0.02% 0.02% 315 0 0.0% Q2 2026 Aug 14, 2026
Camelot Portfolios, LLC History No change 15,757 759 0.53% 0.53% 316 0 0.0% Q2 2026 Jul 17, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 16,108 755 0.2% 0.2% 317 +324 2.05% Q3 2026 Oct 02, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 16,019 751 0.07% 0.08% 318 -1,494 -8.53% Q3 2026 Nov 04, 2026
Pathstone Holdings, LLC History No change 15,533 748 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 13, 2026
Simplicity Wealth,LLC History Added to 15,849 743 0.02% 0.02% 320 +4,102 34.92% Q3 2026 Oct 23, 2026
Octavia Wealth Advisors, LLC History No change 15,240 734 0.06% 0.06% 321 0 0.0% Q2 2026 Jul 14, 2026
PTM WEALTH MANAGEMENT, LLC History Added to 15,078 714 0.3% 0.34% 322 +63 0.42% Q3 2026 Oct 23, 2026
Castle Rock Wealth Management, LLC History No change 14,963 709 0.13% 0.14% 323 0 0.0% Q3 2026 Oct 09, 2026
Triumph Capital Management History Reduced 14,584 684 0.12% 0.13% 325 -340 -2.28% Q3 2026 Oct 14, 2026
HBK Sorce Advisory LLC History No change 13,543 684 0.01% 0.01% 324 0 0.0% Q2 2026 Aug 06, 2026
Sargent Investment Group, LLC History No change 13,705 660 0.08% 0.08% 326 0 0.0% Q2 2026 Aug 11, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 13,530 651 0.02% 0.02% 327 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 13,495 650 0.03% 0.03% 328 0 0.0% Q2 2026 Aug 17, 2026
Bleakley Financial Group, LLC History No change 13,464 648 0.01% 0.01% 329 0 0.0% Q2 2026 Aug 05, 2026
Santori & Peters, Inc. History Reduced 13,702 642 0.17% 0.24% 330 -3,932 -22.3% Q3 2026 Oct 26, 2026
NewEdge Wealth, LLC History No change 13,256 638 0.01% 0.01% 331 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Family Advisors, LLC History No change 13,079 630 0.26% 0.26% 332 0 0.0% Q2 2026 Aug 14, 2026
Gladstone Institutional Advisory LLC History No change 12,985 625 0.02% 0.02% 333 0 0.0% Q2 2026 Jul 27, 2026
CoreCap Advisors, LLC History Reduced 13,255 621 0.02% 0.02% 334 -49 -0.37% Q3 2026 Oct 08, 2026
Acorn Wealth Advisors, LLC History Reduced 13,237 620 0.15% 0.18% 335 -1,979 -13.01% Q3 2026 Oct 19, 2026
AMERIPRISE FINANCIAL INC History No change 12,827 618 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 14, 2026
ABLE Financial Group, LLC History Reduced 13,172 617 0.1% 0.12% 337 -1,514 -10.31% Q3 2026 Oct 14, 2026
Mezzasalma Advisors, LLC History Added to 13,119 615 0.12% 0.13% 338 +62 0.47% Q3 2026 Oct 14, 2026
NOVEM GROUP History Added to 12,783 599 0.06% 0.06% 339 +163 1.29% Q3 2026 Oct 19, 2026
SFG Wealth Management, LLC. History Reduced 12,571 589 0.21% 0.23% 340 -532 -4.06% Q3 2026 Oct 23, 2026
Tidemark, LLC History No change 12,219 588 0.13% 0.13% 341 0 0.0% Q2 2026 Aug 10, 2026
Cadent Capital Advisors, LLC History Added to 12,451 584 0.13% 0.12% 342 +46 0.37% Q3 2026 Oct 09, 2026
TriaGen Wealth Management LLC History No change 12,459 584 0.14% 0.15% 343 0 0.0% Q3 2026 Oct 14, 2026
Appalachian Capital Management Ltd History Reduced 12,331 578 0.41% 0.43% 344 -111 -0.89% Q3 2026 Oct 14, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 11,937 575 0.13% 0.13% 345 0 0.0% Q2 2026 Aug 13, 2026
Keel Point, LLC History No change 11,909 573 0.03% 0.03% 346 0 0.0% Q2 2026 Aug 14, 2026
LeClair Wealth Partners LLC History No change 11,832 570 0.3% 0.3% 347 0 0.0% Q2 2026 Aug 04, 2026
LWM Advisory Services, LLC History No change 11,811 569 1.02% 1.02% 348 0 0.0% Q2 2026 Aug 03, 2026
Shakespeare Wealth Management, LLC History No change 12,029 564 0.11% 0.15% 349 0 0.0% Q3 2026 Oct 27, 2026
CX Institutional History Reduced 11,939 560 0.02% 0.02% 350 -129 -1.07% Q3 2026 Oct 02, 2026
Leo Wealth, LLC History New 11,866 556 0.12% — 351 +11,866 New Q3 2026 Oct 26, 2026
INSPIRION WEALTH ADVISORS, LLC History Reduced 11,829 554 0.06% 0.07% 352 -30 -0.25% Q3 2026 Oct 08, 2026
Vigil Wealth Management, LLC History No change 11,480 553 0.39% 0.39% 353 0 0.0% Q2 2026 Aug 05, 2026
Sage Mountain Advisors LLC History No change 11,744 550 0.03% 0.03% 354 0 0.0% Q3 2026 Nov 02, 2026
Legacy Capital Wealth Partners, LLC History Added to 11,629 545 0.11% 0.11% 355 +17 0.15% Q3 2026 Oct 21, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 11,252 542 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 13, 2026
Van Diest Capital, LLC History No change 11,106 535 0.48% 0.48% 357 0 0.0% Q2 2026 Aug 04, 2026
MTM Investment Management, LLC History Reduced 11,074 519 0.15% 0.16% 358 -320 -2.81% Q3 2026 Oct 30, 2026
Integrated Advisors Network LLC History Reduced 10,952 513 0.02% 0.02% 359 -46 -0.42% Q3 2026 Oct 20, 2026
Strategic Financial Partners, Ltd. History No change 10,559 508 0.19% 0.19% 360 0 0.0% Q2 2026 Aug 03, 2026
Strategic Blueprint, LLC History Reduced 10,779 505 0.02% 0.03% 361 -422 -3.77% Q3 2026 Oct 22, 2026
Kapstone Financial Advisors LLC History No change 10,424 502 0.21% 0.21% 362 0 0.0% Q2 2026 Aug 07, 2026
Blue Trust, Inc. History Reduced 10,570 495 0.01% 0.01% 364 -62 -0.58% Q3 2026 Oct 15, 2026
Legacy Trust History No change 9,775 495 0.08% 0.08% 363 0 0.0% Q3 2026 Nov 06, 2026
Trademark Financial Management, LLC History Reduced 10,540 494 0.2% 0.23% 365 -1,299 -10.97% Q3 2026 Oct 23, 2026
Keystone Wealth Services, LLC History Reduced 10,417 492 0.09% 0.09% 366 -80 -0.76% Q3 2026 Nov 03, 2026
Archer Investment Corp History No change 10,444 489 0.09% 0.1% 367 0 0.0% Q3 2026 Nov 05, 2026
Plotkin Financial Advisors, LLC History No change 10,146 488 0.2% 0.2% 368 0 0.0% Q2 2026 Aug 14, 2026
WILLNER & HELLER, LLC History Reduced 10,381 486 0.31% 0.33% 369 -653 -5.92% Q3 2026 Oct 27, 2026
Perissos Private Wealth Management, LLC History No change 10,096 486 0.33% 0.33% 370 0 0.0% Q2 2026 Aug 13, 2026
GREENLEAF TRUST History Added to 10,297 483 0.0% 0.0% 371 +648 6.72% Q3 2026 Oct 29, 2026
Parallel Advisors, LLC History Reduced 10,155 476 0.01% 0.01% 372 -1,699 -14.33% Q3 2026 Nov 03, 2026
Synergy Investment Management, LLC History No change 9,807 472 0.11% 0.11% 373 0 0.0% Q2 2026 Aug 14, 2026
Traction Financial Partners, LLC History No change 9,742 469 0.25% 0.25% 374 0 0.0% Q2 2026 Aug 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 9,701 467 0.0% 0.0% 375 0 0.0% Q2 2026 Aug 14, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Reduced 9,838 461 0.06% 0.09% 376 -4,849 -33.02% Q3 2026 Nov 02, 2026
PFG Investments, LLC History No change 9,581 461 0.02% 0.02% 377 0 0.0% Q2 2026 Jul 23, 2026
Waterfront Wealth Inc. History No change 9,255 458 0.07% 0.07% 378 0 0.0% Q3 2026 Nov 03, 2026
Integrity Financial Corp /WA History No change 9,463 455 0.22% 0.22% 379 0 0.0% Q2 2026 Jul 31, 2026
Founders Financial Alliance, LLC History No change 9,383 452 0.06% 0.06% 380 0 0.0% Q2 2026 Aug 04, 2026
SLT Holdings LLC History Added to 9,563 448 0.26% 0.28% 381 +325 3.52% Q3 2026 Oct 15, 2026
Richmond Investment Services, LLC History Reduced 9,529 447 0.14% 0.15% 382 -417 -4.19% Q3 2026 Oct 29, 2026
Vise Technologies, Inc. History Reduced 9,384 440 0.0% 0.01% 385 -605 -6.06% Q3 2026 Oct 28, 2026
Old Port Advisors History Reduced 9,385 440 0.09% 0.09% 384 -157 -1.65% Q3 2026 Oct 23, 2026
TopTier Wealth Management, LLC History Reduced 9,385 440 0.26% 0.27% 386 -47 -0.5% Q3 2026 Oct 16, 2026
Advisory Services Network, LLC History No change 9,142 440 0.0% 0.0% 383 0 0.0% Q2 2026 Aug 12, 2026
Fermata Advisors, LLC History Reduced 9,341 438 0.08% 0.1% 387 -914 -8.91% Q3 2026 Oct 09, 2026
Indivisible Partners History Added to 9,254 434 0.02% 0.03% 388 +12 0.13% Q3 2026 Oct 26, 2026
SageGuard Financial Group, LLC History No change 9,002 433 0.06% 0.06% 389 0 0.0% Q2 2026 Jul 27, 2026
EHRLICH FINANCIAL GROUP History No change 9,232 433 0.22% 0.23% 390 0 0.0% Q3 2026 Oct 20, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 9,197 431 0.01% 0.01% 391 0 0.0% Q3 2026 Oct 23, 2026
IMG Wealth Management, Inc. History Reduced 9,184 430 0.22% 0.25% 392 -185 -1.97% Q3 2026 Oct 26, 2026
Corient Private Wealth LP History No change 8,894 428 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 27, 2026
Owen LaRue, LLC History No change 8,899 428 0.15% 0.15% 394 0 0.0% Q2 2026 Jul 22, 2026
Rossby Financial, LCC History Added to 9,092 426 0.06% 0.07% 395 +621 7.33% Q3 2026 Nov 05, 2026
Florida Trust Wealth Management Co History Reduced 8,793 412 0.01% 0.01% 396 -473 -5.1% Q3 2026 Nov 05, 2026
BlackRock, Inc. History No change 8,544 411 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 07, 2026
HB Wealth Management, LLC History Added to 8,749 410 0.0% 0.0% 398 +1,671 23.61% Q3 2026 Oct 23, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 8,497 409 0.19% 0.19% 399 0 0.0% Q2 2026 Aug 04, 2026
Peak Planning Group, LLC History No change 8,495 409 0.09% 0.09% 400 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 8,480 408 0.0% 0.0% 401 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History Added to 8,532 400 0.0% 0.0% 402 +337 4.11% Q3 2026 Oct 28, 2026
Key Capital Management, INC History Added to 7,973 397 0.15% 0.0% 404 +7,922 15533.33% Q3 2026 Nov 03, 2026
Hershey Financial Advisers, LLC History No change 8,242 397 0.29% 0.29% 403 0 0.0% Q2 2026 Aug 11, 2026
Curi Capital, LLC History No change 8,025 386 0.01% 0.01% 405 0 0.0% Q2 2026 Aug 14, 2026
OBSIDIAN CIO, LLC History Reduced 8,099 379 0.26% 0.51% 406 -6,052 -42.77% Q3 2026 Nov 05, 2026
GAMMA Investing LLC History Reduced 8,093 379 0.01% 0.02% 407 -2,350 -22.5% Q3 2026 Oct 08, 2026
BEACON INVESTMENT ADVISORS LLC History No change 7,849 378 0.12% 0.12% 408 0 0.0% Q2 2026 Aug 13, 2026
DB&C Advisors, LLC History Reduced 8,002 375 0.39% 0.42% 409 -12 -0.15% Q3 2026 Oct 26, 2026
Aptus Capital Advisors, LLC History No change 7,670 369 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 12, 2026
Milestones Private Investment Advisors LLC History No change 7,878 369 0.3% 0.3% 411 0 0.0% Q3 2026 Oct 19, 2026
KINTRA WEALTH, LLC History No change 7,228 367 0.02% 0.02% 412 0 0.0% Q2 2026 Aug 14, 2026
PSI Advisors, LLC History No change 7,550 363 0.08% 0.08% 413 0 0.0% Q2 2026 Aug 03, 2026
Weitzel Financial Services, Inc. History No change 7,632 358 0.12% 0.13% 414 0 0.0% Q3 2026 Oct 16, 2026
Pure Financial Advisors, LLC History No change 7,332 353 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Planning Group, LLC History No change 7,243 348 0.11% 0.11% 416 0 0.0% Q2 2026 Jul 31, 2026
Beaton Management Co. Inc. History No change 7,174 346 0.14% 0.14% 417 0 0.0% Q2 2026 Aug 07, 2026
Bison Wealth, LLC History Reduced 7,122 341 0.03% 0.03% 418 -90 -1.25% Q3 2026 Oct 13, 2026
Balboa Wealth Partners History Added to 7,248 340 0.05% 0.05% 419 +2 0.03% Q3 2026 Oct 20, 2026
BRIGHTON JONES LLC History Added to 7,029 329 0.01% 0.01% 421 +87 1.25% Q3 2026 Nov 03, 2026
DAVENPORT & Co LLC History No change 7,032 329 0.0% 0.0% 420 0 0.0% Q3 2026 Oct 14, 2026
Asio Capital, LLC History New 6,954 326 0.04% — 422 +6,954 New Q3 2026 Oct 19, 2026
Brookstone Capital Management History Added to 6,866 322 0.0% 0.0% 424 +509 8.01% Q3 2026 Oct 22, 2026
Retirement Planning Group, LLC History Reduced 6,867 322 0.01% 0.01% 423 -197 -2.79% Q3 2026 Oct 19, 2026
Redwood Financial Network Corp History Added to 6,868 322 0.17% 0.18% 425 +9 0.13% Q3 2026 Nov 03, 2026
Benson Wealth Management INC History No change 6,648 320 0.32% 0.32% 426 0 0.0% Q2 2026 Aug 10, 2026
Diversify Advisory Services, LLC History Added to 6,481 316 0.0% 0.01% 428 +216 3.45% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 6,481 316 0.0% 0.01% 429 +216 3.45% Q3 2026 Oct 20, 2026
Hilltop Holdings Inc. History No change 6,579 316 0.02% 0.02% 427 0 0.0% Q2 2026 Aug 13, 2026
Intelligence Driven Advisers, LLC History No change 6,732 315 0.05% 0.05% 430 0 0.0% Q3 2026 Oct 09, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 6,666 312 0.0% 0.01% 431 -349 -4.98% Q3 2026 Oct 22, 2026
WETZEL INVESTMENT ADVISORS, INC. History Reduced 6,559 307 0.11% 0.11% 432 -87 -1.31% Q3 2026 Oct 13, 2026
Moors & Cabot, Inc. History No change 6,329 304 0.01% 0.01% 433 0 0.0% Q2 2026 Aug 10, 2026
RDA Financial Network History Reduced 6,413 300 0.07% 0.07% 436 -25 -0.39% Q3 2026 Oct 15, 2026
Cerity Partners LLC History No change 6,232 300 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 14, 2026
GeoWealth Management, LLC History No change 6,240 300 0.01% 0.01% 435 0 0.0% Q2 2026 Jul 30, 2026
HBW ADVISORY SERVICES LLC History Reduced 6,367 298 0.03% 0.12% 437 -21,678 -77.3% Q3 2026 Oct 14, 2026
Csenge Advisory Group History Added to 6,335 297 0.01% 0.01% 439 +347 5.79% Q3 2026 Nov 04, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 6,340 297 0.01% 0.01% 438 +309 5.12% Q3 2026 Nov 05, 2026
LexAurum Advisors, LLC History Reduced 6,310 296 0.03% 0.04% 441 -27 -0.43% Q3 2026 Oct 19, 2026
Clearstead Advisors, LLC History Added to 6,322 296 0.0% 0.0% 440 +5 0.08% Q3 2026 Nov 06, 2026
Hilltop Partners LLC History No change 6,127 295 0.07% 0.07% 442 0 0.0% Q2 2026 Aug 05, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 6,261 293 0.1% 0.1% 443 0 0.0% Q3 2026 Oct 22, 2026
OMNI 360 Wealth, Inc. History No change 6,164 289 0.13% 0.14% 444 0 0.0% Q3 2026 Oct 13, 2026
Opal Wealth Advisors, LLC History Added to 6,149 288 0.06% 0.06% 445 +1 0.02% Q3 2026 Oct 16, 2026
Gratus Wealth Advisors, LLC History No change 6,158 288 0.04% 0.04% 446 0 0.0% Q3 2026 Oct 26, 2026
Cyndeo Wealth Partners, LLC History Added to 6,100 286 0.01% 0.01% 447 +5 0.08% Q3 2026 Oct 16, 2026
Main Street Financial Solutions, LLC History No change 5,936 285 0.02% 0.02% 448 0 0.0% Q2 2026 Aug 07, 2026
Schrum Private Wealth Management LLC History No change 7,009 285 0.29% 0.29% 449 0 0.0% Q2 2026 Aug 10, 2026
United Advisor Group, LLC History Reduced 6,074 284 0.03% 0.03% 450 -91 -1.48% Q3 2026 Nov 02, 2026
Ballast Rock Private Wealth LLC History Added to 6,067 284 0.13% 0.13% 451 +14 0.23% Q3 2026 Oct 26, 2026
Accelerate Investment Advisors LLC History Added to 6,045 283 0.16% 0.17% 453 +24 0.4% Q3 2026 Nov 02, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 5,876 283 0.04% 0.04% 452 0 0.0% Q2 2026 Oct 30, 2026
IAG Wealth Partners, LLC History No change 5,913 277 0.03% 0.03% 454 0 0.0% Q3 2026 Nov 06, 2026
Ashton Thomas Private Wealth, LLC History Reduced 5,899 276 0.01% 0.01% 455 -72 -1.21% Q3 2026 Nov 02, 2026
Variant Private Wealth, LLC History Added to 5,828 273 0.24% 0.31% 456 +32 0.55% Q3 2026 Oct 21, 2026
N.E.W. Advisory Services LLC History No change 5,649 272 0.02% 0.02% 457 0 0.0% Q2 2026 Aug 06, 2026
Commonwealth Financial Services, LLC History No change 5,785 271 0.05% 0.04% 458 0 0.0% Q3 2026 Oct 20, 2026
PLANNING DIRECTIONS INC History No change 5,609 270 0.13% 0.13% 459 0 0.0% Q2 2026 Aug 10, 2026
Oxler Private Wealth LLC History Added to 5,751 269 0.07% 0.08% 460 +31 0.54% Q3 2026 Oct 21, 2026
Advisory Advocates, LLC History No change 5,674 266 0.23% 0.23% 461 0 0.0% Q3 2026 Nov 05, 2026
Peak Financial Management, Inc. History No change 5,630 264 0.06% 0.06% 462 0 0.0% Q3 2026 Oct 16, 2026
HUB Investment Partners, LLC History Reduced 5,611 263 0.0% 0.01% 465 -362 -6.06% Q3 2026 Nov 03, 2026
Crestwood Advisors Group, LLC History No change 5,620 263 0.0% 0.0% 463 0 0.0% Q3 2026 Oct 27, 2026
Maltin Wealth Management, Inc. History No change 5,615 263 0.09% 0.09% 464 0 0.0% Q3 2026 Oct 13, 2026
GUERRA PAN ADVISORS, LLC History Reduced 5,358 262 0.15% 0.16% 466 -620 -10.37% Q3 2026 Oct 26, 2026
CFC Planning Co LLC History Reduced 5,484 257 0.14% 0.16% 467 -167 -2.96% Q3 2026 Oct 28, 2026
Uniting Wealth Partners, LLC History Added to 5,497 257 0.05% 0.05% 469 +160 3.0% Q3 2026 Nov 06, 2026
WealthTrust Asset Management, LLC History No change 5,481 257 0.14% 0.14% 468 0 0.0% Q3 2026 Oct 22, 2026
GSG Advisors LLC History New 5,457 255 0.05% — 471 +5,457 New Q3 2026 Nov 03, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 5,443 255 0.01% 0.02% 470 -1,547 -22.13% Q3 2026 Nov 04, 2026
RICHARDS, MERRILL & PETERSON, INC. History Added to 5,387 252 0.08% 0.08% 472 +152 2.9% Q3 2026 Oct 19, 2026
KFA Private Wealth Group, LLC History No change 5,390 252 0.06% 0.06% 473 0 0.0% Q3 2026 Oct 07, 2026
Skyline Advisors, Inc. History Reduced 5,363 251 0.08% 0.08% 475 -4 -0.07% Q3 2026 Nov 03, 2026
Avantax Planning Partners, Inc. History No change 5,365 251 0.01% 0.01% 474 0 0.0% Q3 2026 Nov 03, 2026
FSM Wealth Advisors, LLC History No change 5,285 251 0.03% 0.03% 476 0 0.0% Q3 2026 Oct 27, 2026
Avidian Wealth Enterprises, LLC History New 5,342 250 0.01% — 477 +5,342 New Q3 2026 Oct 08, 2026
Prasad Wealth Partners, LLC History No change 5,180 249 0.06% 0.06% 478 0 0.0% Q2 2026 Jul 29, 2026
Whelan Financial History No change 5,293 248 0.06% 0.07% 479 0 0.0% Q3 2026 Oct 28, 2026
Facet Wealth, Inc. History Added to 5,215 244 0.0% 0.0% 480 +445 9.33% Q3 2026 Nov 04, 2026
XTX Topco Ltd History No change 5,058 243 0.0% 0.0% 481 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 5,033 242 0.0% 0.0% 482 0 0.0% Q2 2026 Aug 11, 2026
Oak Barrel Wealth Advisory LLC History No change 5,159 242 0.1% 0.11% 483 0 0.0% Q3 2026 Nov 05, 2026
Caprock Group, LLC History No change 5,000 240 0.0% 0.0% 484 0 0.0% Q2 2026 Jul 27, 2026
Core Wealth Partners LLC History Reduced 5,054 237 0.1% 0.11% 485 -498 -8.97% Q3 2026 Oct 30, 2026
Stenger Family Office, LLC History Reduced 4,925 236 0.03% 0.04% 487 -169 -3.32% Q3 2026 Oct 22, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 5,036 236 0.02% 0.02% 486 +104 2.11% Q3 2026 Oct 14, 2026
Navis Wealth Advisors, LLC History No change 4,878 235 0.09% 0.09% 488 0 0.0% Q2 2026 Aug 14, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 4,688 235 0.13% 0.13% 489 0 0.0% Q2 2026 Aug 07, 2026
Sound Income Strategies, LLC History No change 4,908 233 0.01% 0.01% 490 0 0.0% Q3 2026 Oct 09, 2026
Kestra Investment Management, LLC History Reduced 4,948 232 0.0% 0.0% 492 -270 -5.17% Q3 2026 Nov 04, 2026
White Knight Strategic Wealth Advisors, LLC History No change 4,830 232 0.16% 0.16% 491 0 0.0% Q2 2026 Aug 14, 2026
STRATEGY ASSET MANAGERS LLC History Reduced 4,936 231 0.04% 0.04% 493 -56 -1.12% Q3 2026 Oct 14, 2026
EP Wealth Advisors, LLC History No change 4,795 231 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 11, 2026
Mach-1 Financial Group, LLC History Reduced 4,907 230 0.09% 0.18% 496 -4,789 -49.39% Q3 2026 Nov 06, 2026
Axiom Investment Management LLC History No change 4,923 230 0.19% 0.16% 495 0 0.0% Q3 2026 Nov 03, 2026
WEST MICHIGAN ADVISORS, LLC History No change 4,743 228 0.04% 0.04% 497 0 0.0% Q2 2026 Aug 21, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 4,828 226 0.01% 0.02% 498 -3,967 -45.11% Q3 2026 Nov 06, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 4,839 226 0.0% 0.0% 499 -37 -0.76% Q3 2026 Nov 05, 2026
MSH Capital Advisors LLC History Added to 4,784 224 0.03% 0.04% 500 +240 5.28% Q3 2026 Nov 02, 2026
Platt Wealth Management LLC History No change 4,766 223 0.17% 0.18% 501 0 0.0% Q3 2026 Nov 03, 2026
Encompass More Asset Management History New 4,710 220 0.03% — 503 +4,710 New Q3 2026 Oct 16, 2026
SeaCrest Wealth Management, LLC History No change 4,691 220 0.02% 0.02% 502 0 0.0% Q3 2026 Oct 21, 2026
Aprio Wealth Management, LLC History Added to 4,649 218 0.01% 0.01% 504 +1 0.02% Q3 2026 Oct 28, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 4,516 217 0.0% 0.0% 505 0 0.0% Q2 2026 Aug 10, 2026
Tortuga Wealth Management, Inc History Added to 4,537 213 0.15% 0.17% 507 +2 0.04% Q3 2026 Oct 27, 2026
Visionary Wealth Advisors History Added to 4,555 213 0.01% 0.01% 506 +1 0.02% Q3 2026 Nov 04, 2026
Gilliland Jeter Wealth Management LLC History Reduced 4,483 210 0.05% 0.06% 508 -134 -2.9% Q3 2026 Oct 28, 2026
Avior Wealth Management, LLC History Reduced 4,389 205 0.01% 0.01% 509 -221 -4.79% Q3 2026 Oct 13, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 4,250 204 0.01% 0.01% 510 0 0.0% Q2 2026 Aug 14, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 4,161 200 0.09% 0.09% 511 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Bancorp, Inc. History Reduced 4,178 195 0.05% 0.08% 512 -2,360 -36.1% Q3 2026 Oct 21, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 3,817 179 0.02% 0.02% 513 0 0.0% Q3 2026 Oct 30, 2026
Root Financial Partners, LLC History Reduced 3,691 173 0.01% 0.01% 514 -833 -18.41% Q3 2026 Oct 21, 2026
Barnes Dennig Private Wealth Management LLC History No change 3,441 161 0.14% 0.13% 515 0 0.0% Q3 2026 Oct 30, 2026
Russell Investments Group, Ltd. History Added to 3,346 156 0.0% 0.0% 516 +2,549 319.82% Q3 2026 Nov 06, 2026
Smartleaf Asset Management LLC History No change 3,177 153 0.0% 0.0% 517 0 0.0% Q2 2026 Aug 12, 2026
Rialto Wealth Management, LLC History No change 3,160 152 0.03% 0.03% 518 0 0.0% Q2 2026 Aug 11, 2026
Coppell Advisory Solutions LLC History No change 61,509 151 0.01% 0.01% 519 0 0.0% Q2 2026 Aug 14, 2026
Gen-Wealth Partners Inc History No change 3,120 146 0.04% 0.04% 520 0 0.0% Q3 2026 Nov 04, 2026
TRUST CO OF VERMONT History No change 3,080 144 0.01% 0.01% 521 0 0.0% Q3 2026 Oct 21, 2026
Darwin Wealth Management, LLC History No change 2,894 139 0.04% 0.04% 522 0 0.0% Q2 2026 Jul 21, 2026
NBT BANK, N.A. History Added to 2,797 131 0.01% 0.01% 523 +16 0.58% Q3 2026 Oct 21, 2026
Hilton Head Capital Partners, LLC History No change 2,806 131 0.07% 0.07% 524 0 0.0% Q3 2026 Oct 23, 2026
ST GERMAIN D J CO INC History No change 2,679 129 0.0% 0.0% 525 0 0.0% Q2 2026 Jul 21, 2026
CULLEN/FROST BANKERS, INC. History Added to 2,708 127 0.0% 0.0% 526 +1,069 65.22% Q3 2026 Oct 28, 2026
Private Wealth Asset Management, LLC History No change 2,550 122 0.01% 0.01% 527 0 0.0% Q2 2026 Aug 11, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 2,600 121 0.03% 0.03% 528 0 0.0% Q3 2026 Oct 16, 2026
Coston, McIsaac & Partners History Added to 2,492 116 0.02% 0.02% 529 +74 3.06% Q3 2026 Nov 06, 2026
Next Level Wealth Planning, LLC History New 2,367 111 0.05% — 531 +2,367 New Q3 2026 Oct 29, 2026
Keating Financial Advisory Services, Inc. History No change 2,321 111 0.01% 0.01% 530 0 0.0% Q2 2026 Aug 11, 2026
First Command Advisory Services, Inc. History Reduced 2,297 108 0.0% 0.0% 532 -4,180 -64.54% Q3 2026 Nov 05, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 2,153 100 0.01% 0.01% 533 0 0.0% Q3 2026 Oct 14, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 2,000 96 0.0% 0.0% 534 0 0.0% Q2 2026 Jul 24, 2026
Accordant Advisory Group Inc History No change 2,064 96 0.06% 0.07% 535 0 0.0% Q3 2026 Oct 29, 2026
BFSG, LLC History No change 1,923 90 0.01% 0.01% 536 0 0.0% Q3 2026 Oct 30, 2026
BANK OF MONTREAL /CAN/ History No change 1,829 88 0.0% 0.0% 537 0 0.0% Q2 2026 Aug 12, 2026
Operose Advisors LLC History No change 1,797 86 0.02% 0.02% 538 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ADVISERS INC History No change 1,748 84 0.0% 0.0% 539 0 0.0% Q2 2026 Aug 13, 2026
Allspring Global Investments Holdings, LLC History No change 1,770 83 0.0% 0.0% 540 0 0.0% Q3 2026 Nov 04, 2026
Balance Wealth Partners LLC History New 1,740 81 0.02% — 541 +1,740 New Q3 2026 Oct 27, 2026
Wilmington Savings Fund Society, FSB History No change 1,719 80 0.0% 0.0% 542 0 0.0% Q3 2026 Oct 23, 2026
Ancora Advisors LLC History No change 1,675 80 0.0% 0.0% 543 0 0.0% Q2 2026 Aug 14, 2026
Silver Grove Financial Group, Inc. History Added to 1,702 79 0.04% 0.04% 544 +336 24.6% Q3 2026 Nov 05, 2026
Bravera Wealth History No change 1,605 77 0.03% 0.03% 545 0 0.0% Q2 2026 Jul 23, 2026
Ascentis Independent Advisors History Added to 1,617 75 0.0% 0.09% 546 +946 140.98% Q3 2026 Nov 03, 2026
Washington Trust Advisors, Inc. History Reduced 1,575 73 0.01% 0.01% 547 -50 -3.08% Q3 2026 Oct 22, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,483 71 0.01% 0.01% 548 0 0.0% Q2 2026 Jul 22, 2026
Valued Wealth Advisors LLC History New 1,509 70 0.02% — 550 +1,509 New Q3 2026 Nov 05, 2026
Oakworth Capital, Inc. History No change 1,500 70 0.0% 0.0% 549 0 0.0% Q3 2026 Oct 26, 2026
REAP Financial Group, LLC History Added to 1,462 68 0.01% 0.01% 551 +4 0.27% Q3 2026 Nov 02, 2026
Center for Financial Planning, Inc. History Reduced 1,386 65 0.01% 0.01% 552 -1 -0.07% Q3 2026 Oct 26, 2026
Midwest Capital Advisors, LLC History No change 1,398 65 0.02% 0.03% 553 0 0.0% Q3 2026 Nov 04, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 1,347 64 0.0% 0.0% 554 0 0.0% Q2 2026 Aug 10, 2026
TIAA Wealth Investment Management LLC History No change 1,287 62 0.0% 0.0% 555 0 0.0% Q2 2026 Aug 10, 2026
MANNING & NAPIER ADVISORS LLC History No change 1,210 58 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 13, 2026
Avion Wealth History No change 1,256 58 0.01% 0.01% 557 0 0.0% Q3 2026 Nov 03, 2026
Graney & King, LLC History No change 1,194 57 0.02% 0.02% 558 0 0.0% Q2 2026 Aug 07, 2026
Nemes Rush Group LLC History Added to 1,195 56 0.0% 0.0% 560 +6 0.5% Q3 2026 Nov 04, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,153 56 0.0% 0.0% 559 0 0.0% Q2 2026 Aug 13, 2026
Abound Wealth Management History No change 1,182 55 0.01% 0.01% 561 0 0.0% Q3 2026 Oct 26, 2026
Johnson Financial Group, Inc. History No change 1,128 54 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 10, 2026
Crews Bank & Trust History No change 1,131 54 0.01% 0.01% 563 0 0.0% Q2 2026 Jul 16, 2026
Glen Eagle Advisors, LLC History No change 1,108 53 0.01% 0.01% 564 0 0.0% Q2 2026 Aug 14, 2026
Pathway Financial Advisers, LLC History New 1,096 51 0.01% — 567 +1,096 New Q3 2026 Oct 26, 2026
VALLEY NATIONAL ADVISERS INC History No change 1,094 51 0.01% 0.01% 565 0 0.0% Q3 2026 Oct 23, 2026
Parkside Financial Bank & Trust History No change 1,094 51 0.0% 0.0% 566 0 0.0% Q3 2026 Oct 27, 2026
Jacobi Capital Management LLC History New 1,074 50 0.0% — 569 +1,074 New Q3 2026 Nov 05, 2026
Navigoe, LLC History No change 1,072 50 0.03% 0.03% 568 0 0.0% Q3 2026 Nov 03, 2026
North Star Investment Management Corp. History Added to 1,059 49 0.0% 0.0% 570 +6 0.57% Q3 2026 Oct 27, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 1,043 48 0.0% 0.0% 571 0 0.0% Q3 2026 Oct 22, 2026
Glassman Wealth Services History No change 991 47 0.01% 0.01% 572 0 0.0% Q2 2026 Aug 05, 2026
Raleigh Capital Management Inc. History Added to 985 46 0.01% 0.02% 573 +4 0.41% Q3 2026 Oct 28, 2026
Rydar Equities, Inc. History New 905 42 0.02% — 574 +905 New Q3 2026 Oct 13, 2026
Compass Wealth Management LLC History New 888 41 0.01% — 575 +888 New Q3 2026 Oct 22, 2026
Quaker Wealth Management, LLC History Added to 852 39 0.01% 0.01% 576 +5 0.59% Q3 2026 Oct 22, 2026
Caldwell Trust Co History No change 759 35 0.0% 0.0% 577 0 0.0% Q3 2026 Oct 30, 2026
Mowery & Schoenfeld Wealth Management, LLC History Reduced 741 34 0.04% 0.07% 578 -400 -35.06% Q3 2026 Oct 27, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 650 31 0.07% 0.07% 579 0 0.0% Q2 2026 Aug 13, 2026
Godfrey Financial Associates, Inc. History No change 644 31 0.02% 0.02% 580 0 0.0% Q2 2026 Aug 11, 2026
Allied Private Wealth LLC History No change 628 30 0.02% 0.02% 581 0 0.0% Q2 2026 Jul 09, 2026
Livelsberger Financial Advisory History New 625 29 0.16% — 582 +625 New Q3 2026 Oct 27, 2026
IFS Advisors, LLC History New 606 28 0.01% — 586 +606 New Q3 2026 Oct 14, 2026
IMA Advisory Services, Inc. History No change 583 28 0.0% 0.0% 583 0 0.0% Q2 2026 Aug 10, 2026
Hilltop National Bank History No change 605 28 0.01% 0.01% 584 0 0.0% Q3 2026 Oct 14, 2026
TOP Private Wealth LLC. History No change 599 28 0.03% 0.03% 585 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 593 27 0.0% 0.0% 587 0 0.0% Q3 2026 Oct 23, 2026
LFA - Lugano Financial Advisors SA History No change 550 25 0.01% 0.02% 588 0 0.0% Q3 2026 Nov 03, 2026
RMG Wealth Management LLC History No change 500 25 0.0% 0.0% 589 0 0.0% Q3 2026 Oct 26, 2026
Financial Gravity Companies, Inc. History No change 510 24 0.0% 0.0% 590 0 0.0% Q2 2026 Aug 05, 2026
Asset Dedication, LLC History No change 498 23 0.0% 0.0% 591 0 0.0% Q3 2026 Nov 02, 2026
Capital Analysts, LLC History No change 483 23 0.0% 0.0% 592 0 0.0% Q2 2026 Aug 05, 2026
Strategic Wealth Partners, Ltd. History No change 494 23 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 12, 2026
Park Place Capital Corp History No change 489 23 0.0% 0.0% 594 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 500 23 0.0% 0.0% 595 0 0.0% Q3 2026 Oct 16, 2026
Quest 10 Wealth Builders, Inc. History Added to 480 22 0.02% 0.02% 596 +29 6.43% Q3 2026 Nov 02, 2026
HHM Wealth Advisors, LLC History No change 439 21 0.0% 0.0% 597 0 0.0% Q2 2026 Jul 13, 2026
Citizens National Bank Trust Department History No change 450 21 0.0% 0.0% 598 0 0.0% Q3 2026 Nov 04, 2026
Dogwood Wealth Management LLC History No change 431 20 0.01% 0.01% 599 0 0.0% Q2 2026 Jul 06, 2026
Smithfield Trust Co History No change 400 19 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 05, 2026
PlanVest Financial, Inc History No change 413 19 0.01% 0.01% 601 0 0.0% Q2 2026 Aug 10, 2026
EASTERN BANK History No change 397 18 0.0% 0.0% 602 0 0.0% Q3 2026 Oct 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 356 17 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 06, 2026
Mosley Wealth Management History Added to 337 16 0.0% 0.01% 606 +2 0.6% Q3 2026 Oct 16, 2026
Plante Moran Financial Advisors, LLC History No change 354 16 0.0% 0.0% 604 0 0.0% Q3 2026 Nov 04, 2026
Heritage Wealth Advisors History No change 336 16 0.0% 0.0% 605 0 0.0% Q2 2026 Aug 14, 2026
Copia Wealth Management History No change 347 16 0.01% 0.01% 607 0 0.0% Q2 2026 Aug 17, 2026
Ameritas Investment Partners, Inc. History No change 317 15 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 13, 2026
SFAM, LLC History No change 333 15 0.01% 0.01% 609 0 0.0% Q3 2026 Nov 03, 2026
Hanson & Doremus Investment Management History New 299 14 0.0% — 611 +299 New Q3 2026 Oct 16, 2026
Measured Wealth Private Client Group, LLC History No change 311 14 0.0% 0.0% 610 0 0.0% Q2 2026 Aug 10, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 294 13 0.0% 0.0% 613 +1 0.34% Q3 2026 Oct 19, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 273 13 0.0% 0.0% 612 0 0.0% Q2 2026 Jul 14, 2026
Heritage Family Offices, LLP History New 268 12 0.0% — 616 +268 New Q3 2026 Nov 02, 2026
Salomon & Ludwin, LLC History No change 271 12 0.0% 0.0% 614 0 0.0% Q3 2026 Oct 29, 2026
KERR FINANCIAL PLANNING Corp History No change 256 12 0.01% 0.01% 615 0 0.0% Q2 2026 Jul 02, 2026
Lodestone Wealth Management LLC History No change 243 11 0.0% 0.0% 617 0 0.0% Q3 2026 Oct 14, 2026
SWAN Capital LLC History No change 234 11 0.0% 0.0% 618 0 0.0% Q2 2026 Aug 13, 2026
Ascentis Wealth Management, LLC History No change 237 11 0.0% 0.0% 619 0 0.0% Q3 2026 Nov 03, 2026
Canton Hathaway, LLC History New 223 10 0.0% — 621 +223 New Q3 2026 Oct 23, 2026
PFS Partners, LLC History Reduced 234 10 0.0% 0.0% 620 -13 -5.26% Q3 2026 Oct 21, 2026
KFG LLC History New 213 9 0.01% — 623 +213 New Q3 2026 Nov 02, 2026
HAZLETT, BURT & WATSON, INC. History No change 200 9 0.0% 0.0% 622 0 0.0% Q3 2026 Nov 04, 2026
GHP Investment Advisors, Inc. History Added to 189 8 0.0% 0.0% 624 +1 0.53% Q3 2026 Oct 15, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 155 7 0.01% 0.0% 625 0 0.0% Q3 2026 Oct 14, 2026
WHITTIER TRUST CO History No change 141 6 0.0% 0.0% 626 0 0.0% Q2 2026 Jul 27, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 126 6 0.0% 0.0% 627 0 0.0% Q2 2026 Jul 27, 2026
Lloyd Advisory Services, LLC. History No change 136 6 0.0% 0.0% 628 0 0.0% Q3 2026 Nov 02, 2026
Luminist Capital LLC History No change 140 6 0.01% 0.01% 629 0 0.0% Q2 2026 Aug 07, 2026
Buck Wealth Strategies, LLC History No change 147 6 0.0% 0.0% 630 0 0.0% Q3 2026 Oct 28, 2026
Hughes Financial Services, LLC History No change 127 6 0.0% 0.0% 631 0 0.0% Q3 2026 Oct 30, 2026
Downshift Financial, LLC History No change 135 6 0.0% 0.0% 632 0 0.0% Q3 2026 Oct 13, 2026
HUNTINGTON NATIONAL BANK History No change 119 5 0.0% 0.0% 633 0 0.0% Q2 2026 Aug 13, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 109 5 0.0% 0.0% 634 0 0.0% Q2 2026 Aug 18, 2026
Comprehensive Financial Planning, Inc./PA History No change 113 5 0.0% 0.0% 635 0 0.0% Q3 2026 Oct 27, 2026
Redwood Park Advisors LLC History No change 125 5 0.0% 0.0% 636 0 0.0% Q3 2026 Nov 02, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 104 5 0.0% 0.0% 637 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History Reduced 99 4 0.0% 0.0% 639 -4 -3.88% Q3 2026 Oct 21, 2026
CENTRAL TRUST Co History No change 105 4 0.0% 0.0% 638 0 0.0% Q3 2026 Nov 05, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 105 4 0.0% 0.0% 640 0 0.0% Q3 2026 Oct 28, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 77 3 0.0% 0.0% 641 0 0.0% Q3 2026 Oct 16, 2026
Front Row Advisors LLC History No change 25 1 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 13, 2026
Strive Financial Group ,LLC History No change 25 1 0.0% 0.0% 643 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.04% — -49,774 -100.0% Q3 2026 Oct 21, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.03% — -31,660 -100.0% Q3 2026 Oct 16, 2026
Old Mission Investment Co LLC History Closed out 0 0 — 0.06% — -5,820 -100.0% Q3 2026 Oct 22, 2026
Nilsine Partners, LLC History Closed out 0 0 — 0.02% — -5,231 -100.0% Q3 2026 Nov 02, 2026
Fisher Asset Management, LLC History Closed out 0 0 — 0.0% — -4,944 -100.0% Q3 2026 Nov 06, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Closed out 0 0 — 0.01% — -4,709 -100.0% Q3 2026 Oct 14, 2026
SAX WEALTH ADVISORS, LLC History Closed out 0 0 — 0.01% — -4,575 -100.0% Q3 2026 Oct 13, 2026
Total Clarity Wealth Management, Inc. History Closed out 0 0 — 0.04% — -4,478 -100.0% Q3 2026 Oct 26, 2026
TUCKER ASSET MANAGEMENT LLC History Closed out 0 0 — 0.05% — -4,327 -100.0% Q3 2026 Oct 29, 2026
ACT Advisors, LLC. History Closed out 0 0 — 0.07% — -4,178 -100.0% Q3 2026 Oct 15, 2026
Grantvest Financial Group LLC History Closed out 0 0 — 0.12% — -4,156 -100.0% Q3 2026 Oct 21, 2026
Wedmont Private Capital History Closed out 0 0 — 0.01% — -4,091 -100.0% Q3 2026 Oct 09, 2026
LifeSteps Financial, Inc. History Closed out 0 0 — 0.04% — -1,901 -100.0% Q3 2026 Oct 15, 2026
BOKF, NA History Closed out 0 0 — 0.0% — -1,163 -100.0% Q3 2026 Oct 27, 2026
GILL CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.01% — -483 -100.0% Q3 2026 Oct 13, 2026
Aspect Partners, LLC History Closed out 0 0 — 0.01% — -470 -100.0% Q3 2026 Oct 20, 2026
Sterling Capital Management LLC History Closed out 0 0 — 0.0% — -178 -100.0% Q3 2026 Oct 22, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -148 -100.0% Q3 2026 Oct 13, 2026
Eukles Asset Management History Closed out 0 0 — 0.0% — -61 -100.0% Q3 2026 Nov 04, 2026
Kozak & Associates, Inc. History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 29, 2026
Main Street Group, LTD History No change 5 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
Fourth Dimension Wealth, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 31, 2026