FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - FXL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | History | No change | 3,725,523 | 809,258 | 0.48% | 0.48% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 750,232 | 162,965 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 581,363 | 126,283 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 534,953 | 116,202 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 381,359 | 82,838 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 350,000 | 76,027 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 191,572 | 41,613 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 121,462 | 26,842 | 0.03% | 0.03% | 8 | -2,937 | -2.36% | Q3 2026 | Nov 02, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 120,464 | 26,622 | 0.03% | 0.03% | 9 | +17,249 | 16.71% | Q3 2026 | Oct 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 111,813 | 24,267 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 110,937 | 24,097 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 104,500 | 23,094 | 7.27% | 7.38% | 12 | -3,367 | -3.12% | Q3 2026 | Oct 20, 2026 |
| Nilsine Partners, LLC | History | Added to | 100,319 | 22,170 | 1.54% | 1.46% | 13 | +2,798 | 2.87% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 95,685 | 20,784 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| &PARTNERS | History | No change | 94,634 | 20,522 | 0.08% | 0.08% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 90,974 | 19,761 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 89,362 | 19,411 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 80,823 | 17,556 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 80,446 | 17,475 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | No change | 78,526 | 17,057 | 0.19% | 0.19% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 78,113 | 16,967 | 0.16% | 0.16% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 74,175 | 16,123 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 68,927 | 14,971 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 67,443 | 14,650 | 0.1% | 0.1% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | No change | 65,270 | 14,177 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RVW Wealth, LLC | History | Reduced | 63,410 | 14,013 | 0.9% | 0.91% | 26 | -455 | -0.71% | Q3 2026 | Oct 06, 2026 |
| Choice Wealth Advisors LLC | History | Added to | 51,611 | 11,405 | 3.94% | 3.91% | 27 | +379 | 0.74% | Q3 2026 | Oct 16, 2026 |
| Creative Planning | History | Reduced | 47,479 | 10,492 | 0.01% | 0.01% | 28 | -223 | -0.47% | Q3 2026 | Nov 02, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 42,924 | 9,486 | 0.05% | 0.05% | 29 | +3,861 | 9.88% | Q3 2026 | Oct 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 39,495 | 8,728 | 0.02% | 0.02% | 30 | -9,348 | -19.14% | Q3 2026 | Nov 02, 2026 |
| Waverly Advisors, LLC | History | No change | 35,928 | 7,804 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 35,249 | 7,656 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 35,214 | 7,649 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| IHT Wealth Management, LLC | History | No change | 31,334 | 6,806 | 0.14% | 0.14% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 31,302 | 6,799 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 31,027 | 6,740 | 1.08% | 1.08% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 30,995 | 6,732 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 28,977 | 6,403 | 0.07% | 0.04% | 38 | +10,433 | 56.26% | Q3 2026 | Oct 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 28,905 | 6,388 | 0.07% | 0.07% | 39 | -573 | -1.94% | Q3 2026 | Oct 30, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 26,949 | 5,955 | 0.78% | 0.88% | 40 | -3,507 | -11.51% | Q3 2026 | Oct 29, 2026 |
| US BANCORP \DE\ | History | Added to | 24,563 | 5,428 | 0.01% | 0.01% | 41 | +20 | 0.08% | Q3 2026 | Nov 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 23,321 | 5,065 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 23,140 | 4,898 | 1.46% | 1.51% | 43 | -915 | -3.8% | Q3 2026 | Nov 04, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 20,490 | 4,528 | 0.11% | 0.11% | 44 | +903 | 4.61% | Q3 2026 | Oct 22, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 20,699 | 4,498 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 19,812 | 4,378 | 0.01% | 0.01% | 46 | +490 | 2.54% | Q3 2026 | Nov 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 18,518 | 4,022 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 17,711 | 3,892 | 0.07% | 0.1% | 48 | -7,091 | -28.59% | Q3 2026 | Oct 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 18,284 | 3,787 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 15,606 | 3,389 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| L & S Advisors Inc | History | No change | 14,888 | 3,233 | 0.33% | 0.33% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Socha Financial Group, LLC | History | Reduced | 13,940 | 3,080 | 1.29% | 1.27% | 52 | -474 | -3.29% | Q3 2026 | Nov 03, 2026 |
| MTM Investment Management, LLC | History | Reduced | 13,905 | 3,073 | 0.89% | 0.9% | 53 | -607 | -4.18% | Q3 2026 | Oct 30, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 20,522 | 2,796 | 2.87% | 2.87% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 12,575 | 2,779 | 0.02% | 0.02% | 55 | -153 | -1.2% | Q3 2026 | Oct 08, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 11,663 | 2,577 | 0.62% | 0.62% | 56 | +237 | 2.07% | Q3 2026 | Oct 14, 2026 |
| Private Advisor Group, LLC | History | No change | 11,459 | 2,489 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 11,432 | 2,483 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 11,118 | 2,415 | 1.0% | 1.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 11,116 | 2,414 | 0.19% | 0.19% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 9,985 | 2,206 | 0.68% | 0.6% | 61 | -661 | -6.21% | Q3 2026 | Oct 20, 2026 |
| Warner Group LLC | History | No change | 9,950 | 2,161 | 0.53% | 0.53% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 9,922 | 2,155 | 1.02% | 1.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 9,714 | 2,110 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 9,250 | 2,044 | 0.09% | 0.03% | 65 | +6,608 | 250.11% | Q3 2026 | Oct 16, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 9,216 | 2,036 | 0.06% | 0.06% | 66 | -298 | -3.13% | Q3 2026 | Oct 08, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 9,198 | 2,032 | 0.33% | 0.11% | 67 | +5,777 | 168.87% | Q3 2026 | Oct 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 9,491 | 2,027 | 0.03% | 0.02% | 68 | +3,015 | 46.56% | Q3 2026 | Nov 04, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 9,239 | 2,007 | 0.08% | 0.08% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bawa N Mallick Trust | History | No change | 8,697 | 1,889 | 0.61% | 0.61% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gimbal Financial | History | New | 8,425 | 1,862 | 1.08% | — | 71 | +8,425 | New | Q3 2026 | Oct 19, 2026 |
| IFP Advisors, Inc | History | Reduced | 8,257 | 1,824 | 0.03% | 0.03% | 72 | -153 | -1.82% | Q3 2026 | Oct 16, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 8,026 | 1,773 | 0.04% | 0.05% | 73 | -740 | -8.44% | Q3 2026 | Oct 19, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 8,036 | 1,745 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 7,814 | 1,726 | 0.15% | 0.15% | 75 | -18 | -0.23% | Q3 2026 | Nov 03, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 7,802 | 1,724 | 0.04% | 0.01% | 76 | +5,717 | 274.2% | Q3 2026 | Nov 04, 2026 |
| Mariner, LLC | History | No change | 7,812 | 1,697 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stablepoint Partners, LLC | History | Added to | 7,589 | 1,677 | 0.23% | 0.22% | 78 | +280 | 3.83% | Q3 2026 | Nov 03, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 7,439 | 1,615 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 7,437 | 1,615 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 7,100 | 1,542 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 6,880 | 1,520 | 0.03% | 0.03% | 82 | -20 | -0.29% | Q3 2026 | Nov 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,904 | 1,499 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Elser Financial Planning, Inc | History | No change | 6,786 | 1,499 | 0.07% | 0.06% | 84 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 6,694 | 1,479 | 0.11% | 0.09% | 85 | -109 | -1.6% | Q3 2026 | Oct 28, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 6,567 | 1,451 | 0.45% | 0.46% | 86 | -401 | -5.75% | Q3 2026 | Nov 05, 2026 |
| Krilogy Financial LLC | History | No change | 6,365 | 1,444 | 0.04% | 0.04% | 87 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CX Institutional | History | Added to | 6,415 | 1,418 | 0.04% | 0.03% | 88 | +1,005 | 18.58% | Q3 2026 | Oct 02, 2026 |
| Equitable Holdings, Inc. | History | No change | 6,478 | 1,407 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TRUST CO OF OKLAHOMA | History | No change | 5,973 | 1,320 | 0.35% | 0.33% | 90 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,951 | 1,292 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 5,752 | 1,271 | 0.01% | 0.02% | 92 | -69 | -1.19% | Q3 2026 | Oct 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,687 | 1,256 | 0.01% | 0.01% | 93 | +961 | 20.33% | Q3 2026 | Oct 16, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 5,639 | 1,225 | 0.1% | 0.1% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 5,552 | 1,206 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FMR LLC | History | No change | 5,551 | 1,205 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 5,515 | 1,197 | 0.19% | 0.19% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mutual Advisors, LLC | History | No change | 5,505 | 1,195 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,375 | 1,167 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 4,870 | 1,076 | 0.7% | 0.68% | 100 | -30 | -0.61% | Q3 2026 | Oct 27, 2026 |
| Empower Advisory Group, LLC | History | No change | 4,904 | 1,065 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 4,715 | 1,042 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Peak Planning Group, LLC | History | No change | 4,741 | 1,029 | 0.23% | 0.23% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BIP Wealth, LLC | History | Reduced | 4,651 | 1,027 | 0.03% | 0.03% | 104 | -26 | -0.56% | Q3 2026 | Oct 22, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 4,311 | 979 | 0.04% | 0.04% | 105 | -295 | -6.4% | Q3 2026 | Oct 09, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 4,959 | 977 | 0.51% | 0.51% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 4,409 | 957 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,457 | 946 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Worthington Financial Partners, LLC | History | Reduced | 4,217 | 931 | 0.79% | 0.76% | 109 | -2 | -0.05% | Q3 2026 | Oct 13, 2026 |
| RFG Advisory, LLC | History | Added to | 4,143 | 915 | 0.01% | 0.01% | 110 | +50 | 1.22% | Q3 2026 | Nov 03, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 4,132 | 913 | 0.31% | 0.32% | 111 | -310 | -6.98% | Q3 2026 | Oct 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,892 | 879 | 0.05% | 0.05% | 112 | -160 | -3.95% | Q3 2026 | Nov 02, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,937 | 870 | 0.0% | 0.0% | 113 | -289 | -6.84% | Q3 2026 | Nov 05, 2026 |
| Realta Investment Advisors | History | New | 3,912 | 864 | 0.25% | — | 114 | +3,912 | New | Q3 2026 | Oct 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 3,898 | 861 | 0.02% | 0.02% | 115 | -203 | -4.95% | Q3 2026 | Oct 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,853 | 837 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Atria Investments, Inc | History | Added to | 3,714 | 820 | 0.01% | 0.01% | 117 | +160 | 4.5% | Q3 2026 | Oct 15, 2026 |
| PGIM Custom Harvest LLC | History | No change | 3,749 | 814 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Englebert Financial Advisers, LLC | History | Added to | 3,466 | 765 | 0.76% | 0.73% | 119 | +41 | 1.2% | Q3 2026 | Oct 20, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 3,410 | 740 | 0.59% | 0.59% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regal Investment Advisors LLC | History | No change | 3,301 | 717 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 3,183 | 703 | 0.01% | 0.01% | 122 | -11 | -0.34% | Q3 2026 | Oct 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 3,227 | 700 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 3,213 | 697 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 3,212 | 697 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EQUITABLE TRUST CO | History | No change | 3,100 | 685 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 3,064 | 677 | 0.15% | 0.14% | 127 | +211 | 7.4% | Q3 2026 | Oct 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 3,006 | 652 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 3,000 | 651 | 0.46% | 0.46% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,982 | 647 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,931 | 636 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RCW Management, LLC | History | Reduced | 2,762 | 610 | 0.55% | 0.55% | 132 | -46 | -1.64% | Q3 2026 | Oct 30, 2026 |
| Sargent Investment Group, LLC | History | No change | 2,795 | 607 | 0.07% | 0.07% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 2,653 | 586 | 0.01% | 0.01% | 134 | +180 | 7.28% | Q3 2026 | Oct 13, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 2,650 | 585 | 0.02% | 0.02% | 135 | -150 | -5.36% | Q3 2026 | Oct 07, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 2,667 | 579 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 2,612 | 577 | 0.24% | 0.24% | 137 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| United Advisor Group, LLC | History | New | 2,562 | 566 | 0.05% | — | 138 | +2,562 | New | Q3 2026 | Nov 02, 2026 |
| IFG Advisory, LLC | History | No change | 2,552 | 554 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 2,471 | 546 | 0.3% | 0.3% | 140 | -38 | -1.51% | Q3 2026 | Oct 09, 2026 |
| Clarus Wealth Advisors | History | Reduced | 2,369 | 545 | 0.2% | 0.2% | 141 | -143 | -5.69% | Q3 2026 | Oct 13, 2026 |
| Vigil Wealth Management, LLC | History | No change | 2,513 | 545 | 0.39% | 0.39% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 2,390 | 528 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Claro Advisors Inc. | History | Reduced | 2,312 | 510 | 0.05% | 0.05% | 144 | -72 | -3.02% | Q3 2026 | Nov 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 2,340 | 508 | 0.07% | 0.07% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 2,306 | 500 | 0.16% | 0.16% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,259 | 490 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Truvestments Capital LLC | History | No change | 2,219 | 482 | 0.07% | 0.07% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Grantvest Financial Group LLC | History | No change | 2,176 | 480 | 0.28% | 0.27% | 149 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 2,110 | 456 | 0.1% | 0.09% | 150 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Argent Trust Co | History | No change | 2,081 | 452 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Intrua Financial, LLC | History | Reduced | 2,034 | 449 | 0.04% | 0.04% | 152 | -45 | -2.16% | Q3 2026 | Oct 28, 2026 |
| HFG Advisors, Inc. | History | No change | 2,036 | 442 | 0.28% | 0.28% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 2,006 | 435 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,895 | 430 | 0.0% | 0.0% | 155 | +487 | 34.59% | Q3 2026 | Oct 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,950 | 423 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 1,949 | 423 | 0.09% | 0.09% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Square, LLC | History | Reduced | 1,888 | 416 | 0.18% | 0.19% | 158 | -226 | -10.69% | Q3 2026 | Oct 19, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,980 | 414 | 0.04% | — | 159 | +1,980 | New | Q3 2026 | Nov 04, 2026 |
| World Investment Advisors | History | No change | 2,463 | 411 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 1,843 | 407 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Risk Paradigm Group, LLC | History | No change | 1,872 | 406 | 0.32% | 0.32% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantinno Capital Management LP | History | No change | 1,841 | 399 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allied Private Wealth LLC | History | No change | 1,942 | 396 | 0.25% | 0.25% | 164 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Range Advisory, LLC | History | No change | 1,788 | 388 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TradeWell Securities, LLC. | History | No change | 1,722 | 380 | 0.13% | 0.13% | 166 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 1,780 | 377 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Belvedere Trading LLC | History | Reduced | 1,697 | 375 | 0.0% | 0.0% | 168 | -212 | -11.11% | Q3 2026 | Nov 05, 2026 |
| CHOREO, LLC | History | No change | 1,688 | 373 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,687 | 366 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NWF Advisory Services Inc. | History | No change | 1,650 | 364 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| First Heartland Consultants, Inc. | History | No change | 1,175 | 359 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Apollon Financial, LLC | History | Added to | 1,611 | 356 | 0.04% | 0.04% | 173 | +35 | 2.22% | Q3 2026 | Oct 23, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 1,587 | 350 | 0.05% | 0.13% | 174 | -1,000 | -38.65% | Q3 2026 | Nov 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 1,577 | 348 | 0.01% | 0.01% | 175 | -8 | -0.5% | Q3 2026 | Oct 23, 2026 |
| Americana Partners, LLC | History | No change | 1,554 | 343 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,551 | 336 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Modern Wealth Management, LLC | History | No change | 1,551 | 336 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cypress Wealth Services, LLC | History | No change | 1,456 | 335 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Wealth Management Associates, Inc. | History | No change | 1,538 | 334 | 0.09% | 0.09% | 180 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quantum Private Wealth, LLC | History | No change | 1,500 | 331 | 0.08% | 0.08% | 181 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Betterment LLC | History | No change | 1,517 | 330 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,497 | 325 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 1,497 | 325 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| MATHER GROUP, LLC. | History | Added to | 1,457 | 321 | 0.0% | 0.0% | 185 | +193 | 15.27% | Q3 2026 | Oct 14, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 1,450 | 314 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 1,449 | 314 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,466 | 297 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LVZ, Inc. | History | No change | 1,348 | 297 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,355 | 294 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,323 | 292 | 0.01% | 0.06% | 191 | -4,442 | -77.05% | Q3 2026 | Nov 04, 2026 |
| Summit Financial, LLC | History | No change | 1,327 | 288 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sovran Advisors, LLC | History | Reduced | 1,287 | 284 | 0.02% | 0.02% | 193 | -209 | -13.97% | Q3 2026 | Oct 30, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,288 | 279 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,279 | 277 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Certified Advisory Corp | History | No change | 1,250 | 276 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 1,254 | 272 | 0.14% | 0.14% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 1,250 | 271 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,249 | 271 | 0.11% | 0.11% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABLE Financial Group, LLC | History | No change | 1,213 | 268 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| GAMMA Investing LLC | History | No change | 1,200 | 265 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Bensler, LLC | History | No change | 1,190 | 262 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Valmark Advisers, Inc. | History | No change | 1,197 | 260 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 1,159 | 256 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 1,145 | 253 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,156 | 251 | 0.12% | 0.12% | 206 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Invesco Ltd. | History | No change | 1,152 | 250 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 1,150 | 249 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 1,121 | 248 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CEERA INVESTMENTS, LLC | History | No change | 1,126 | 248 | 0.09% | 0.1% | 210 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Savant Capital, LLC | History | No change | 1,139 | 246 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 1,134 | 246 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keystone Wealth Services, LLC | History | No change | 1,109 | 244 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Aspen Capital Management, LLC | History | No change | 1,127 | 244 | 0.05% | 0.05% | 214 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,094 | 241 | 0.0% | 0.0% | 215 | -99 | -8.3% | Q3 2026 | Oct 15, 2026 |
| Brookstone Capital Management | History | No change | 1,089 | 240 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Pure Financial Advisors, LLC | History | No change | 1,102 | 239 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 1,098 | 238 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 1,086 | 235 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MRA Advisory Group | History | No change | 1,043 | 230 | 0.09% | 0.08% | 220 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Stonekeep Investments, LLC | History | No change | 1,041 | 230 | 0.13% | 0.13% | 221 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,059 | 224 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Madden Advisory Services, Inc. | History | No change | 1,026 | 222 | 0.08% | 0.08% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| REAP Financial Group, LLC | History | No change | 1,008 | 222 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Transcendent Capital Group LLC | History | No change | 1,000 | 221 | 0.09% | 0.08% | 225 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Rathbones Group PLC | History | No change | 1,015 | 220 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| 626 Financial, LLC | History | No change | 996 | 220 | 0.08% | 0.08% | 227 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,000 | 217 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 1,000 | 217 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | Reduced | 970 | 214 | 0.0% | 0.0% | 230 | -23 | -2.32% | Q3 2026 | Oct 21, 2026 |
| Old North State Trust, LLC | History | No change | 964 | 209 | 0.11% | 0.11% | 231 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 966 | 209 | 0.08% | 0.08% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 958 | 208 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Navigate Wealth Management, LLC | History | New | 900 | 207 | 0.13% | — | 235 | +900 | New | Q3 2026 | Oct 14, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 956 | 207 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 1776 Wealth LLC | History | No change | 940 | 204 | 0.07% | 0.07% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Western Wealth Management, LLC | History | No change | 937 | 203 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 833 | 184 | 0.3% | 0.13% | 238 | -823 | -49.7% | Q3 2026 | Oct 14, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 740 | 163 | 0.01% | 0.01% | 239 | -60 | -7.5% | Q3 2026 | Oct 08, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 729 | 161 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| William Mack & Associates, Inc. | History | New | 684 | 151 | 0.05% | — | 241 | +684 | New | Q3 2026 | Oct 27, 2026 |
| Crews Bank & Trust | History | No change | 692 | 150 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Geneos Wealth Management Inc. | History | No change | 671 | 145 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 661 | 143 | 0.05% | 0.05% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | No change | 613 | 135 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 615 | 133 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RMG Wealth Management LLC | History | New | 600 | 130 | 0.01% | — | 247 | +600 | New | Q3 2026 | Oct 26, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 586 | 127 | 0.05% | 0.05% | 248 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 526 | 116 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 506 | 111 | 0.08% | 0.08% | 250 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Biltmore Family Office, LLC | History | No change | 438 | 96 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 437 | 94 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 387 | 84 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Heritage Family Offices, LLP | History | New | 365 | 80 | 0.03% | — | 254 | +365 | New | Q3 2026 | Nov 02, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 348 | 76 | 0.0% | 0.0% | 255 | -132 | -27.5% | Q3 2026 | Oct 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 314 | 68 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 309 | 67 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 292 | 63 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 275 | 60 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 250 | 55 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Allworth Financial LP | History | No change | 237 | 51 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 234 | 50 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Nova Wealth Management, Inc. | History | No change | 224 | 48 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 205 | 45 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Asset Dedication, LLC | History | No change | 197 | 43 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Parallel Advisors, LLC | History | No change | 199 | 43 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 190 | 41 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Regatta Research & Money Management | History | No change | 177 | 38 | 0.04% | 0.04% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 165 | 36 | 0.0% | 0.01% | 270 | -195 | -54.17% | Q3 2026 | Oct 20, 2026 |
| HM PAYSON & CO | History | No change | 166 | 36 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Westside Investment Management, Inc. | History | No change | 164 | 36 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Luminist Capital LLC | History | No change | 167 | 36 | 0.04% | 0.04% | 272 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 129 | 28 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Copia Wealth Management | History | No change | 125 | 27 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 118 | 26 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 100 | 22 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Fortis Group Advisors, LLC | History | No change | 96 | 20 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NBH Bank | History | No change | 93 | 20 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Rossby Financial, LCC | History | New | 76 | 16 | 0.0% | — | 279 | +76 | New | Q3 2026 | Nov 05, 2026 |
| Continuum Advisory, LLC | History | No change | 70 | 15 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 67 | 14 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 67 | 14 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Golden State Wealth Management, LLC | History | No change | 50 | 11 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Financial Perspectives, Inc | History | No change | 50 | 11 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Caldwell Trust Co | History | No change | 50 | 11 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Tidemark, LLC | History | No change | 47 | 10 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | New | 44 | 9 | 0.0% | — | 288 | +44 | New | Q3 2026 | Oct 20, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 41 | 9 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Valued Wealth Advisors LLC | History | No change | 34 | 7 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 30 | 6 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eukles Asset Management | History | No change | 27 | 5 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 23 | 4 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 20 | 4 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Founders Financial Alliance, LLC | History | No change | 23 | 4 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kingdom Financial Group LLC. | History | New | 12 | 2 | 0.0% | — | 295 | +12 | New | Q3 2026 | Nov 04, 2026 |
| Bogart Wealth, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 7 | 1 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| POM Investment Strategies, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| IronBridge Private Wealth, LLC | History | Closed out | 0 | 0 | — | 1.94% | — | -27,169 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,076 | -100.0% | Q3 2026 | Oct 14, 2026 |