FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - FXH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 830,683 | 101,675 | 0.01% | 0.01% | 1 | +10,846 | 1.32% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 384,716 | 47,089 | 0.01% | 0.01% | 2 | +102,864 | 36.5% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 302,642 | 37,043 | 0.0% | 0.0% | 3 | +5,144 | 1.73% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 282,254 | 34,547 | 0.01% | 0.01% | 4 | +14,449 | 5.4% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 263,113 | 32,205 | 0.01% | 0.01% | 5 | -17,302 | -6.17% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 177,248 | 21,695 | 0.0% | 0.0% | 6 | +59,558 | 50.61% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 100,280 | 12,274 | 0.0% | 0.0% | 7 | -6,548 | -6.13% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 94,077 | 11,515 | 0.0% | 0.0% | 8 | +35,197 | 59.78% | Q2 2026 | Aug 03, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 83,752 | 10,251 | 2.47% | 0.09% | 9 | +80,787 | 2724.69% | Q2 2026 | Jul 29, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 74,544 | 9,124 | 1.21% | 1.2% | 10 | +1,733 | 2.38% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | Added to | 71,952 | 8,806 | 0.01% | 0.01% | 11 | +9,642 | 15.47% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 68,182 | 8,345 | 0.02% | 0.02% | 12 | +3,192 | 4.91% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 65,562 | 8,025 | 0.02% | 0.01% | 13 | +16,215 | 32.86% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 62,495 | 7,650 | 0.0% | 0.0% | 14 | -15,580 | -19.96% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 61,079 | 7,476 | 0.01% | 0.01% | 15 | -8,085 | -11.69% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 54,198 | 6,633 | 0.01% | 0.01% | 16 | +8,669 | 19.04% | Q2 2026 | Aug 05, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 50,233 | 6,148 | 0.08% | 0.09% | 17 | -4,109 | -7.56% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 40,350 | 4,940 | 0.01% | 0.01% | 18 | +915 | 2.32% | Q2 2026 | Aug 14, 2026 |
| Paller Financial Services Inc | History | Reduced | 32,992 | 4,038 | 3.02% | 3.37% | 19 | -4,113 | -11.08% | Q2 2026 | Jul 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 32,919 | 4,029 | 0.16% | 0.17% | 20 | +755 | 2.35% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 32,599 | 3,990 | 0.0% | 0.0% | 21 | -2,394 | -6.84% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 31,210 | 3,820 | 0.01% | 0.01% | 22 | -918 | -2.86% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 30,159 | 3,691 | 0.02% | 0.02% | 23 | +1,323 | 4.59% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 27,258 | 3,336 | 0.0% | 0.0% | 24 | -1,088 | -3.84% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 26,754 | 3,274 | 0.07% | 0.02% | 25 | +17,870 | 201.15% | Q2 2026 | Aug 06, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 25,948 | 3,176 | 0.71% | 0.38% | 26 | +12,213 | 88.92% | Q2 2026 | Aug 03, 2026 |
| ASSETMARK, INC | History | Added to | 24,809 | 3,036 | 0.01% | 0.0% | 27 | +7,912 | 46.82% | Q2 2026 | Jul 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 23,321 | 2,865 | 0.0% | 0.0% | 28 | +819 | 3.64% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | Reduced | 23,159 | 2,834 | 0.0% | 0.0% | 29 | -763 | -3.19% | Q2 2026 | Aug 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 20,470 | 2,505 | 0.01% | 0.01% | 30 | -148 | -0.72% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 20,039 | 2,452 | 0.02% | 0.02% | 31 | -1,114 | -5.27% | Q2 2026 | Jul 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 19,924 | 2,438 | 0.01% | 0.01% | 32 | +807 | 4.22% | Q2 2026 | Jul 27, 2026 |
| ABLE Financial Group, LLC | History | New | 19,911 | 2,437 | 0.41% | — | 33 | +19,911 | New | Q2 2026 | Jul 22, 2026 |
| Financial Advisory Corp | History | Added to | 18,978 | 2,322 | 0.31% | 0.29% | 34 | +7 | 0.04% | Q2 2026 | Jul 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 18,182 | 2,225 | 0.0% | 0.0% | 35 | -1,472 | -7.49% | Q2 2026 | Jul 28, 2026 |
| Mutual Advisors, LLC | History | Added to | 16,547 | 2,025 | 0.04% | 0.02% | 36 | +9,372 | 130.62% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 15,860 | 1,941 | 0.01% | 0.01% | 37 | -2,606 | -14.11% | Q2 2026 | Jul 28, 2026 |
| SFI Advisors, LLC | History | Reduced | 15,592 | 1,908 | 1.65% | 1.84% | 38 | -349 | -2.19% | Q2 2026 | Jul 27, 2026 |
| Holistic Financial Partners | History | Reduced | 15,279 | 1,870 | 1.14% | 0.92% | 39 | -7,330 | -32.42% | Q2 2026 | Jul 23, 2026 |
| Security Financial Services, INC. | History | No change | 15,079 | 1,845 | 0.26% | 0.26% | 40 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 14,363 | 1,758 | 0.01% | 0.01% | 41 | +1,525 | 11.88% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 14,014 | 1,715 | 0.02% | — | 42 | +14,014 | New | Q2 2026 | Aug 14, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 13,806 | 1,689 | 0.06% | 0.07% | 43 | -499 | -3.49% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Reduced | 13,041 | 1,596 | 0.0% | 0.0% | 44 | -217 | -1.64% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 12,635 | 1,547 | 0.02% | 0.02% | 45 | -624 | -4.71% | Q2 2026 | Jul 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 12,115 | 1,482 | 0.14% | 0.15% | 46 | -136 | -1.11% | Q2 2026 | Jul 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,700 | 1,432 | 0.0% | 0.0% | 47 | -12,639 | -51.93% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Added to | 11,577 | 1,416 | 0.01% | 0.0% | 48 | +5,359 | 86.19% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 11,553 | 1,414 | 0.03% | 0.02% | 49 | +3,951 | 51.97% | Q2 2026 | Jul 20, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 11,104 | 1,359 | 0.87% | 0.89% | 50 | -354 | -3.09% | Q2 2026 | Jul 27, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 11,083 | 1,356 | 0.01% | 0.01% | 51 | +2,451 | 28.39% | Q2 2026 | Jul 24, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 12,718 | 1,329 | 1.37% | 0.96% | 52 | +1,286 | 11.25% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 10,625 | 1,300 | 0.0% | 0.0% | 53 | +360 | 3.51% | Q2 2026 | Aug 12, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 10,074 | 1,233 | 0.23% | 0.24% | 54 | -555 | -5.22% | Q2 2026 | Jul 24, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 9,541 | 1,167 | 0.08% | 0.08% | 55 | +287 | 3.1% | Q2 2026 | Jul 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 9,070 | 1,110 | 0.01% | 0.01% | 56 | -256 | -2.75% | Q2 2026 | Aug 18, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 8,715 | 1,066 | 0.12% | 0.11% | 57 | +535 | 6.54% | Q2 2026 | Aug 10, 2026 |
| Apollon Financial, LLC | History | Reduced | 8,583 | 1,050 | 0.12% | 0.14% | 58 | -510 | -5.61% | Q2 2026 | Jul 22, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 8,333 | 1,019 | 0.0% | 0.0% | 59 | -1,527 | -15.49% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,170 | 999 | 0.0% | 0.0% | 60 | +340 | 4.34% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,111 | 992 | 0.0% | 0.0% | 61 | -7,079 | -46.6% | Q2 2026 | Aug 19, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 8,014 | 981 | 0.01% | 0.01% | 62 | -155 | -1.9% | Q2 2026 | Aug 11, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 7,992 | 978 | 0.06% | 0.03% | 63 | +2,117 | 36.03% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 7,577 | 927 | 0.01% | 0.01% | 64 | +3,497 | 85.71% | Q2 2026 | Aug 03, 2026 |
| Jacobi Capital Management LLC | History | Added to | 7,192 | 880 | 0.04% | 0.04% | 65 | +5 | 0.07% | Q2 2026 | Jul 31, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 7,000 | 856 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | New | 6,906 | 845 | 0.09% | — | 67 | +6,906 | New | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,775 | 829 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HB Wealth Management, LLC | History | No change | 6,740 | 824 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | History | Added to | 6,731 | 823 | 0.01% | 0.01% | 70 | +1,285 | 23.6% | Q2 2026 | Jul 28, 2026 |
| Advisory Advocates, LLC | History | No change | 6,700 | 820 | 0.7% | 0.75% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 6,647 | 817 | 0.0% | 0.0% | 72 | -258 | -3.74% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 6,568 | 803 | 0.11% | 0.13% | 73 | -506 | -7.15% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 6,423 | 786 | 0.0% | 0.0% | 74 | +2,047 | 46.78% | Q2 2026 | Aug 07, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 6,263 | 766 | 0.02% | 0.02% | 76 | +559 | 9.8% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 6,265 | 766 | 0.01% | 0.01% | 75 | +57 | 0.92% | Q2 2026 | Jul 29, 2026 |
| Regal Investment Advisors LLC | History | No change | 6,180 | 756 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Reduced | 6,141 | 752 | 0.02% | 0.04% | 78 | -5,538 | -47.42% | Q2 2026 | Jul 01, 2026 |
| Bank of New York Mellon Corp | History | New | 6,058 | 741 | 0.0% | — | 79 | +6,058 | New | Q2 2026 | Aug 06, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 5,864 | 717 | 0.42% | 0.45% | 80 | -247 | -4.04% | Q2 2026 | Jul 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 5,809 | 711 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 5,795 | 709 | 0.01% | 0.01% | 82 | +929 | 19.09% | Q2 2026 | Aug 18, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 5,769 | 706 | 0.2% | 0.24% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 5,697 | 697 | 0.23% | 0.27% | 84 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 5,691 | 696 | 0.13% | 0.12% | 85 | -173 | -2.95% | Q2 2026 | Jul 28, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 5,592 | 684 | 0.03% | 0.03% | 86 | +331 | 6.29% | Q2 2026 | Jul 24, 2026 |
| Worthington Financial Partners, LLC | History | Added to | 5,243 | 641 | 0.53% | 0.48% | 87 | +109 | 2.12% | Q2 2026 | Jul 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 5,223 | 639 | 0.04% | 0.04% | 88 | +197 | 3.92% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,120 | 626 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 4,934 | 603 | 0.02% | 0.02% | 90 | +331 | 7.19% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,888 | 598 | 0.0% | 0.0% | 91 | -70 | -1.41% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,850 | 593 | 0.0% | 0.0% | 92 | -662 | -12.01% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Added to | 4,807 | 588 | 0.0% | 0.0% | 93 | +68 | 1.43% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,646 | 568 | 0.01% | 0.01% | 94 | +596 | 14.72% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 4,608 | 564 | 0.0% | 0.0% | 95 | +31 | 0.68% | Q2 2026 | Jul 24, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 4,607 | 563 | 0.03% | 0.04% | 96 | -20 | -0.43% | Q2 2026 | Aug 11, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 4,518 | 553 | 0.13% | 0.14% | 97 | -412 | -8.36% | Q2 2026 | Jul 15, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 4,494 | 550 | 0.03% | 0.06% | 99 | -6,134 | -57.72% | Q2 2026 | Aug 11, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 4,467 | 550 | 0.03% | 0.03% | 98 | -106 | -2.32% | Q2 2026 | Jul 28, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 4,481 | 548 | 0.01% | 0.01% | 100 | -520 | -10.4% | Q2 2026 | Jul 15, 2026 |
| Centerpoint Advisory Group | History | Reduced | 4,463 | 546 | 0.35% | 0.38% | 101 | -150 | -3.25% | Q2 2026 | Jul 29, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 4,431 | 542 | 0.26% | 0.26% | 102 | -20 | -0.45% | Q2 2026 | Aug 11, 2026 |
| Perigon Wealth Management, LLC | History | No change | 4,311 | 527 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 4,300 | 526 | 0.34% | 0.34% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 4,161 | 509 | 0.01% | — | 105 | +4,161 | New | Q2 2026 | Aug 06, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 4,108 | 502 | 0.18% | 0.16% | 106 | +430 | 11.69% | Q2 2026 | Jul 27, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 4,081 | 499 | 0.15% | 0.14% | 107 | +543 | 15.35% | Q2 2026 | Jul 16, 2026 |
| World Investment Advisors | History | Added to | 4,515 | 498 | 0.01% | 0.01% | 108 | +134 | 3.06% | Q2 2026 | Aug 13, 2026 |
| NAVELLIER & ASSOCIATES INC | History | New | 4,060 | 496 | 0.04% | — | 109 | +4,060 | New | Q2 2026 | Aug 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,046 | 495 | 0.0% | 0.0% | 110 | +1,804 | 80.46% | Q2 2026 | Jul 20, 2026 |
| NewEdge Wealth, LLC | History | New | 4,041 | 494 | 0.0% | — | 111 | +4,041 | New | Q2 2026 | Aug 10, 2026 |
| Rockport Wealth LLC | History | Reduced | 3,988 | 488 | 0.08% | 2.89% | 112 | -140,739 | -97.24% | Q2 2026 | Jul 27, 2026 |
| GoalVest Advisory LLC | History | Reduced | 3,925 | 480 | 0.09% | 0.09% | 113 | -178 | -4.34% | Q2 2026 | Jul 08, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 3,925 | 480 | 0.25% | 0.27% | 114 | -178 | -4.34% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | Added to | 3,831 | 468 | 0.0% | 0.0% | 115 | +280 | 7.89% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,710 | 458 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 3,722 | 455 | 0.01% | 0.03% | 117 | -11,439 | -75.45% | Q2 2026 | Aug 10, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 3,591 | 439 | 0.08% | 0.08% | 118 | -118 | -3.18% | Q2 2026 | Aug 05, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 3,577 | 437 | 0.15% | 0.17% | 119 | -113 | -3.06% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 3,479 | 425 | 0.04% | — | 120 | +3,479 | New | Q2 2026 | Aug 13, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 3,390 | 414 | 0.09% | 0.07% | 121 | +262 | 8.38% | Q2 2026 | Aug 04, 2026 |
| Purus Wealth Management, LLC | History | Added to | 3,347 | 409 | 0.11% | 0.07% | 122 | +1,205 | 56.26% | Q2 2026 | Jul 13, 2026 |
| Risk Paradigm Group, LLC | History | Added to | 3,300 | 403 | 0.32% | 0.28% | 123 | +262 | 8.62% | Q2 2026 | Aug 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 3,266 | 400 | 0.01% | 0.01% | 124 | +82 | 2.58% | Q2 2026 | Aug 10, 2026 |
| Financial Partners Group, Inc | History | No change | 3,244 | 397 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 3,215 | 393 | 0.16% | 0.18% | 126 | -265 | -7.61% | Q2 2026 | Aug 07, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 3,212 | 393 | 0.21% | 0.28% | 127 | +37 | 1.17% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,191 | 390 | 0.0% | 0.0% | 128 | +3,177 | 22692.86% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | Reduced | 3,174 | 388 | 0.01% | 0.01% | 129 | -708 | -18.24% | Q2 2026 | Jul 15, 2026 |
| FMR LLC | History | Added to | 3,097 | 379 | 0.0% | 0.0% | 130 | +187 | 6.43% | Q2 2026 | Aug 13, 2026 |
| Vivaldi Capital Management LP | History | No change | 3,378 | 370 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 2,993 | 366 | 0.0% | 0.0% | 132 | -1,434 | -32.39% | Q2 2026 | Aug 14, 2026 |
| Empower Advisory Group, LLC | History | New | 2,833 | 346 | 0.0% | — | 133 | +2,833 | New | Q2 2026 | Aug 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 2,823 | 345 | 0.04% | 0.04% | 135 | -25 | -0.88% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 2,821 | 345 | 0.0% | 0.0% | 134 | -18 | -0.63% | Q2 2026 | Aug 17, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 2,740 | 335 | 0.12% | 0.12% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 2,681 | 328 | 0.18% | 0.18% | 137 | +2 | 0.07% | Q2 2026 | Jul 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,646 | 327 | 0.0% | 0.0% | 138 | -84 | -3.08% | Q2 2026 | Jul 15, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 2,547 | 311 | 0.12% | 0.12% | 139 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 2,470 | 302 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 2,401 | 294 | 0.01% | 0.01% | 141 | +1 | 0.04% | Q2 2026 | Jul 28, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 2,347 | 287 | 0.02% | 0.03% | 142 | +72 | 3.16% | Q2 2026 | Jul 28, 2026 |
| Diversify Advisory Services, LLC | History | New | 2,177 | 272 | 0.0% | — | 144 | +2,177 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,177 | 272 | 0.0% | — | 145 | +2,177 | New | Q2 2026 | Jul 29, 2026 |
| CWM, LLC | History | No change | 2,484 | 272 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 2,197 | 268 | 0.01% | 0.01% | 146 | +341 | 18.37% | Q2 2026 | Aug 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 2,167 | 265 | 0.0% | — | 147 | +2,167 | New | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,123 | 259 | 0.0% | 0.0% | 148 | +157 | 7.99% | Q2 2026 | Aug 05, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 2,102 | 257 | 0.0% | — | 149 | +2,102 | New | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 2,022 | 247 | 0.0% | 0.01% | 150 | +173 | 9.36% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 2,010 | 246 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 2,000 | 244 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brookstone Capital Management | History | New | 1,990 | 243 | 0.0% | — | 154 | +1,990 | New | Q2 2026 | Jul 15, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 1,990 | 243 | 0.11% | 0.13% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | Added to | 1,974 | 241 | 0.0% | 0.0% | 155 | +1 | 0.05% | Q2 2026 | Aug 11, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 1,934 | 236 | 0.12% | 0.16% | 156 | -651 | -25.18% | Q2 2026 | Jul 27, 2026 |
| MTM Investment Management, LLC | History | No change | 1,922 | 235 | 0.07% | 0.07% | 157 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,900 | 232 | 0.0% | 0.0% | 158 | -13,706 | -87.83% | Q2 2026 | Aug 14, 2026 |
| Capital Square, LLC | History | Reduced | 1,859 | 231 | 0.1% | 0.1% | 159 | -9 | -0.48% | Q2 2026 | Aug 12, 2026 |
| Ridgeline Wealth Planning, LLC | History | No change | 1,858 | 227 | 0.14% | 0.15% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 1,844 | 225 | 0.0% | 0.0% | 161 | -24 | -1.28% | Q2 2026 | Jul 28, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | New | 1,812 | 221 | 0.02% | — | 162 | +1,812 | New | Q2 2026 | Jul 23, 2026 |
| Kellett Wealth Advisors, LLC | History | New | 1,806 | 221 | 0.1% | — | 163 | +1,806 | New | Q2 2026 | Jul 23, 2026 |
| Sovereign Financial Group, Inc. | History | New | 1,790 | 219 | 0.03% | — | 164 | +1,790 | New | Q2 2026 | Jul 24, 2026 |
| Onyx Bridge Wealth Group LLC | History | New | 1,775 | 217 | 0.02% | — | 166 | +1,775 | New | Q2 2026 | Jul 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 1,770 | 217 | 0.01% | — | 165 | +1,770 | New | Q2 2026 | Jul 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | New | 1,747 | 213 | 0.02% | — | 167 | +1,747 | New | Q2 2026 | Aug 11, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | New | 1,726 | 211 | 0.18% | — | 169 | +1,726 | New | Q2 2026 | Aug 25, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | New | 1,726 | 211 | 0.18% | — | 170 | +1,726 | New | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | New | 1,725 | 211 | 0.0% | — | 168 | +1,725 | New | Q2 2026 | Sep 08, 2026 |
| 1776 Wealth LLC | History | New | 1,654 | 202 | 0.07% | — | 171 | +1,654 | New | Q2 2026 | Aug 10, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 1,648 | 201 | 0.1% | 0.1% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 1,574 | 192 | 0.0% | 0.0% | 173 | -1,326 | -45.72% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | New | 1,527 | 186 | 0.01% | — | 174 | +1,527 | New | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,501 | 183 | 0.01% | 0.01% | 175 | -1 | -0.07% | Q2 2026 | Jul 07, 2026 |
| Register Financial Advisors LLC | History | No change | 1,356 | 166 | 0.05% | 0.05% | 176 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,314 | 160 | 0.0% | 0.0% | 177 | -58 | -4.23% | Q2 2026 | Aug 05, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,293 | 158 | 0.03% | 0.04% | 178 | -375 | -22.48% | Q2 2026 | Aug 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 1,269 | 155 | 0.0% | 0.0% | 179 | +117 | 10.16% | Q2 2026 | Jul 29, 2026 |
| Capital Analysts, LLC | History | Added to | 1,227 | 150 | 0.0% | 0.0% | 180 | +782 | 175.73% | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,200 | 146 | 0.0% | 0.0% | 181 | -60 | -4.76% | Q2 2026 | Aug 06, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,196 | 146 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,166 | 142 | 0.01% | 0.01% | 183 | -64 | -5.2% | Q2 2026 | Jul 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,165 | 142 | 0.0% | 0.0% | 184 | +24 | 2.1% | Q2 2026 | Jul 06, 2026 |
| ATWOOD & PALMER INC | History | No change | 950 | 116 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Tidemark, LLC | History | No change | 952 | 116 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BESSEMER GROUP INC | History | No change | 935 | 114 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 900 | 110 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 894 | 109 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 839 | 102 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Truvestments Capital LLC | History | Added to | 809 | 99 | 0.01% | 0.02% | 191 | +1 | 0.12% | Q2 2026 | Aug 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 728 | 89 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sunbelt Securities, Inc. | History | No change | 798 | 87 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 636 | 77 | 0.01% | 0.01% | 194 | -131 | -17.08% | Q2 2026 | Jul 21, 2026 |
| PRIVATE TRUST CO NA | History | New | 613 | 75 | 0.01% | — | 195 | +613 | New | Q2 2026 | Jul 28, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 594 | 72 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BlackRock, Inc. | History | No change | 591 | 72 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 526 | 65 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 517 | 63 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 500 | 61 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Founders Financial Alliance, LLC | History | No change | 505 | 61 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 498 | 60 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 470 | 57 | 0.01% | — | 203 | +470 | New | Q2 2026 | Aug 27, 2026 |
| Blue Trust, Inc. | History | No change | 405 | 49 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 366 | 44 | 0.0% | 0.0% | 205 | +16 | 4.57% | Q2 2026 | Jul 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 358 | 43 | 0.0% | 0.0% | 206 | +283 | 377.33% | Q2 2026 | Jul 27, 2026 |
| Crews Bank & Trust | History | No change | 353 | 43 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Creative Capital Management Investments LLC | History | No change | 349 | 42 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | Reduced | 340 | 41 | 0.0% | 0.0% | 209 | -5,854 | -94.51% | Q2 2026 | Aug 12, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | New | 322 | 39 | 0.02% | — | 212 | +322 | New | Q2 2026 | Sep 18, 2026 |
| MCF Advisors LLC | History | No change | 326 | 39 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 320 | 39 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Allied Private Wealth LLC | History | New | 300 | 37 | 0.02% | — | 214 | +300 | New | Q2 2026 | Jul 09, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 306 | 37 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 275 | 33 | 0.0% | — | 216 | +275 | New | Q2 2026 | Jul 21, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 276 | 33 | 0.0% | 0.0% | 215 | +100 | 56.82% | Q2 2026 | Aug 14, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 244 | 29 | 0.04% | — | 218 | +244 | New | Q2 2026 | Aug 05, 2026 |
| Rossby Financial, LCC | History | No change | 241 | 29 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 227 | 27 | 0.02% | 0.02% | 219 | +4 | 1.79% | Q2 2026 | Jul 24, 2026 |
| HOWE & RUSLING INC | History | New | 211 | 25 | 0.0% | — | 221 | +211 | New | Q2 2026 | Aug 10, 2026 |
| HighMark Wealth Management LLC | History | No change | 210 | 25 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 200 | 24 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 175 | 21 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Asset Dedication, LLC | History | No change | 176 | 21 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 166 | 20 | 0.0% | 0.0% | 226 | -50 | -23.15% | Q2 2026 | Jul 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 165 | 20 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 155 | 18 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 150 | 18 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fortis Group Advisors, LLC | History | New | 145 | 17 | 0.0% | — | 229 | +145 | New | Q2 2026 | Jul 24, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 139 | 17 | 0.01% | — | 230 | +139 | New | Q2 2026 | Aug 07, 2026 |
| HM PAYSON & CO | History | No change | 125 | 15 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 115 | 14 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 107 | 13 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JPL Wealth Management, LLC | History | No change | 100 | 12 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 94 | 11 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Park Square Financial Group, LLC | History | No change | 92 | 11 | 0.1% | 0.08% | 236 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Signature Equity Partners, LLC | History | Added to | 83 | 10 | 0.0% | 0.0% | 238 | +69 | 492.86% | Q2 2026 | Jul 30, 2026 |
| Financial Perspectives, Inc | History | No change | 85 | 10 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TD Waterhouse Canada Inc. | History | New | 80 | 9 | 0.0% | — | 240 | +80 | New | Q2 2026 | Jul 27, 2026 |
| Quent Capital, LLC | History | No change | 75 | 9 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | No change | 68 | 8 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 61 | 7 | 0.0% | — | 242 | +61 | New | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 50 | 6 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Capital Management LLC | History | No change | 51 | 6 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 57 | 6 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Buck Wealth Strategies, LLC | History | New | 46 | 5 | 0.0% | — | 246 | +46 | New | Q2 2026 | Jul 30, 2026 |
| Luminist Capital LLC | History | New | 34 | 4 | 0.0% | — | 248 | +34 | New | Q2 2026 | Aug 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 40 | 4 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 32 | 3 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AlphaCore Capital LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 20 | 2 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 15 | 1 | 0.0% | 0.0% | 254 | -22 | -59.46% | Q2 2026 | Aug 14, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 14 | 1 | 0.0% | — | 255 | +14 | New | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,378 | -100.0% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,582 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Americana Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,918 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Signature Wealth Management Partners, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,854 | -100.0% | Q2 2026 | Jul 29, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,774 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,921 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -1,438 | -100.0% | Q2 2026 | Aug 04, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,111 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -840 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -547 | -100.0% | Q2 2026 | Aug 10, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -502 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -380 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q2 2026 | Jul 20, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q2 2026 | Aug 03, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q2 2026 | Jul 20, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Key Capital Management, INC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |