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 | New | 3,725,523 | 809,258 | 0.48% | — | 1 | +3,725,523 | New | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Added to | 750,232 | 162,965 | 0.01% | 0.01% | 2 | +68,961 | 10.12% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 581,363 | 126,283 | 0.03% | 0.02% | 3 | +17,981 | 3.19% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 534,953 | 116,202 | 0.02% | 0.01% | 4 | +87,552 | 19.57% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 381,359 | 82,838 | 0.02% | 0.02% | 5 | -52,223 | -12.04% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 350,000 | 76,027 | 0.03% | — | 6 | +350,000 | New | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 191,572 | 41,613 | 0.01% | 0.0% | 7 | +24,899 | 14.94% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 124,399 | 27,021 | 0.03% | 0.03% | 8 | -1,823 | -1.44% | Q2 2026 | Jul 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 111,813 | 24,267 | 0.0% | 0.0% | 9 | +17,255 | 18.25% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 110,937 | 24,097 | 0.0% | 0.0% | 10 | +844 | 0.77% | Q2 2026 | Aug 14, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 107,867 | 23,430 | 7.38% | 7.67% | 11 | -7,347 | -6.38% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 103,215 | 22,420 | 0.03% | 0.02% | 12 | +3,315 | 3.32% | Q2 2026 | Jul 28, 2026 |
| Nilsine Partners, LLC | History | Added to | 97,521 | 21,183 | 1.46% | 0.02% | 13 | +95,982 | 6236.65% | Q2 2026 | Jul 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 95,685 | 20,784 | 0.0% | 0.0% | 14 | +2,467 | 2.65% | Q2 2026 | Aug 03, 2026 |
| &PARTNERS | History | Added to | 94,634 | 20,522 | 0.08% | 0.01% | 15 | +78,458 | 485.03% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 90,974 | 19,761 | 0.02% | 0.01% | 16 | +4,237 | 4.88% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 89,362 | 19,411 | 0.06% | 0.02% | 17 | +62,818 | 236.66% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 80,823 | 17,556 | 0.02% | 0.01% | 18 | -547 | -0.67% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 80,446 | 17,475 | 0.03% | 0.03% | 19 | +2,541 | 3.26% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 78,526 | 17,057 | 0.19% | 0.0% | 20 | +76,888 | 4694.02% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 78,113 | 16,967 | 0.16% | 0.14% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 74,175 | 16,123 | 0.02% | 0.01% | 22 | +18,858 | 34.09% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 68,927 | 14,971 | 0.0% | 0.0% | 23 | +10,914 | 18.81% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 67,443 | 14,650 | 0.1% | 0.04% | 24 | +57,583 | 584.01% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | Reduced | 65,270 | 14,177 | 0.05% | 0.06% | 25 | -1,150 | -1.73% | Q2 2026 | Aug 14, 2026 |
| RVW Wealth, LLC | History | Added to | 63,865 | 13,872 | 0.91% | 0.76% | 26 | +2,234 | 3.62% | Q2 2026 | Jul 07, 2026 |
| Choice Wealth Advisors LLC | History | Reduced | 51,232 | 11,128 | 3.91% | 3.58% | 27 | -6,143 | -10.71% | Q2 2026 | Jul 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 48,843 | 10,610 | 0.02% | 0.02% | 28 | +3,249 | 7.13% | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | Reduced | 47,702 | 10,361 | 0.01% | 0.01% | 29 | -90 | -0.19% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 39,063 | 8,485 | 0.05% | 0.04% | 30 | -901 | -2.25% | Q2 2026 | Jul 24, 2026 |
| Waverly Advisors, LLC | History | Added to | 35,928 | 7,804 | 0.05% | 0.04% | 31 | +3,518 | 10.85% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 35,249 | 7,656 | 0.0% | 0.0% | 32 | +430 | 1.23% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 35,214 | 7,649 | 0.0% | — | 33 | +35,214 | New | Q2 2026 | Sep 02, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 31,334 | 6,806 | 0.14% | 0.12% | 34 | -50 | -0.16% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 31,302 | 6,799 | 0.01% | 0.01% | 35 | -2,284 | -6.8% | Q2 2026 | Aug 13, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 31,027 | 6,740 | 1.08% | 0.93% | 36 | -142 | -0.46% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 30,995 | 6,732 | 0.01% | 0.0% | 37 | +17,346 | 127.09% | Q2 2026 | Aug 12, 2026 |
| Virtue Capital Management, LLC | History | New | 30,456 | 6,615 | 0.88% | — | 38 | +30,456 | New | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 29,478 | 6,403 | 0.07% | 0.06% | 39 | -609 | -2.02% | Q2 2026 | Jul 28, 2026 |
| IronBridge Private Wealth, LLC | History | New | 27,169 | 5,901 | 1.94% | — | 40 | +27,169 | New | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Added to | 24,543 | 5,331 | 0.01% | 0.0% | 41 | +17 | 0.07% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 23,321 | 5,065 | 0.01% | 0.01% | 42 | -1,903 | -7.54% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 24,802 | 4,931 | 0.1% | 0.1% | 43 | -490 | -1.94% | Q2 2026 | Jul 29, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 24,055 | 4,914 | 1.51% | 1.68% | 44 | -3,676 | -13.26% | Q2 2026 | Aug 05, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 20,699 | 4,498 | 0.04% | 0.01% | 45 | +11,249 | 119.04% | Q2 2026 | Jul 24, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 19,587 | 4,255 | 0.11% | 0.02% | 46 | +15,139 | 340.36% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 19,322 | 4,197 | 0.01% | 0.01% | 47 | -1,812 | -8.57% | Q2 2026 | Jul 28, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 18,544 | 4,028 | 0.04% | 0.0% | 48 | +16,726 | 920.02% | Q2 2026 | Aug 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 18,518 | 4,022 | 0.0% | 0.0% | 49 | -109 | -0.59% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 18,284 | 3,787 | 0.0% | 0.0% | 50 | +2,334 | 14.63% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 15,606 | 3,389 | 0.04% | 0.03% | 51 | -399 | -2.49% | Q2 2026 | Jul 29, 2026 |
| L & S Advisors Inc | History | Reduced | 14,888 | 3,233 | 0.33% | 0.3% | 52 | -332 | -2.18% | Q2 2026 | Aug 12, 2026 |
| MTM Investment Management, LLC | History | No change | 14,512 | 3,152 | 0.9% | 0.73% | 53 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Socha Financial Group, LLC | History | No change | 14,414 | 3,131 | 1.27% | 1.16% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Schrum Private Wealth Management LLC | History | Reduced | 20,522 | 2,796 | 2.87% | 2.61% | 55 | -1,014 | -4.71% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 12,728 | 2,764 | 0.02% | 0.03% | 56 | -4,540 | -26.29% | Q2 2026 | Jul 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 11,459 | 2,489 | 0.01% | 0.01% | 57 | -524 | -4.37% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 11,432 | 2,483 | 0.0% | 0.0% | 58 | +394 | 3.57% | Q2 2026 | Aug 05, 2026 |
| TriaGen Wealth Management LLC | History | New | 11,426 | 2,481 | 0.62% | — | 59 | +11,426 | New | Q2 2026 | Jul 21, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 11,118 | 2,415 | 1.0% | 0.89% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NAVELLIER & ASSOCIATES INC | History | New | 11,116 | 2,414 | 0.19% | — | 61 | +11,116 | New | Q2 2026 | Aug 04, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 10,646 | 2,312 | 0.6% | 0.53% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Warner Group LLC | History | Added to | 9,950 | 2,161 | 0.53% | 0.52% | 63 | +4,905 | 97.22% | Q2 2026 | Jul 27, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 9,922 | 2,155 | 1.02% | 0.86% | 64 | -150 | -1.49% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 9,714 | 2,110 | 0.0% | 0.0% | 65 | +2,035 | 26.5% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 9,514 | 2,066 | 0.06% | 0.05% | 66 | -309 | -3.15% | Q2 2026 | Jul 06, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 9,239 | 2,007 | 0.08% | — | 67 | +9,239 | New | Q2 2026 | Aug 14, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 8,766 | 1,904 | 0.05% | 0.05% | 68 | -745 | -7.83% | Q2 2026 | Aug 05, 2026 |
| Bawa N Mallick Trust | History | No change | 8,697 | 1,889 | 0.61% | 0.57% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 8,410 | 1,826 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,036 | 1,745 | 0.0% | 0.0% | 71 | +635 | 8.58% | Q2 2026 | Aug 12, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 7,832 | 1,701 | 0.15% | 0.53% | 72 | -861 | -9.9% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Reduced | 7,812 | 1,697 | 0.0% | 0.0% | 73 | -1,370 | -14.92% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,439 | 1,615 | 0.02% | 0.01% | 74 | +370 | 5.23% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 7,437 | 1,615 | 0.02% | 0.02% | 75 | -128 | -1.69% | Q2 2026 | Aug 10, 2026 |
| Stablepoint Partners, LLC | History | Added to | 7,309 | 1,587 | 0.22% | 0.17% | 76 | +206 | 2.9% | Q2 2026 | Jul 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 7,100 | 1,542 | 0.0% | — | 77 | +7,100 | New | Q2 2026 | Aug 14, 2026 |
| Davis Investment Partners, LLC | History | New | 6,968 | 1,513 | 0.46% | — | 78 | +6,968 | New | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,904 | 1,499 | 0.0% | 0.0% | 79 | -5,992 | -46.46% | Q2 2026 | Aug 19, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 6,900 | 1,498 | 0.03% | 0.03% | 80 | +5 | 0.07% | Q2 2026 | Jul 29, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 6,803 | 1,477 | 0.09% | 0.09% | 81 | -749 | -9.92% | Q2 2026 | Jul 27, 2026 |
| Elser Financial Planning, Inc | History | No change | 6,786 | 1,474 | 0.06% | 0.05% | 82 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 6,476 | 1,407 | 0.02% | 0.02% | 84 | -162 | -2.44% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 6,478 | 1,407 | 0.01% | 0.01% | 83 | +150 | 2.37% | Q2 2026 | Aug 17, 2026 |
| CWM, LLC | History | No change | 8,753 | 1,390 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Krilogy Financial LLC | History | No change | 6,365 | 1,382 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUST CO OF OKLAHOMA | History | New | 5,973 | 1,297 | 0.33% | — | 87 | +5,973 | New | Q2 2026 | Jul 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,951 | 1,292 | 0.02% | 0.01% | 88 | -94 | -1.56% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 5,821 | 1,264 | 0.02% | 0.02% | 89 | -213 | -3.53% | Q2 2026 | Jul 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 5,765 | 1,252 | 0.06% | 0.0% | 90 | +5,275 | 1076.53% | Q2 2026 | Jul 28, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 5,639 | 1,225 | 0.1% | 0.0% | 91 | +5,578 | 9144.26% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | Added to | 5,552 | 1,206 | 0.01% | 0.0% | 92 | +981 | 21.46% | Q2 2026 | Aug 03, 2026 |
| FMR LLC | History | Added to | 5,551 | 1,205 | 0.0% | 0.0% | 93 | +475 | 9.36% | Q2 2026 | Aug 13, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 5,515 | 1,197 | 0.19% | 0.15% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,505 | 1,195 | 0.02% | 0.02% | 95 | +600 | 12.23% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Reduced | 5,410 | 1,175 | 0.03% | 0.13% | 96 | -21,609 | -79.98% | Q2 2026 | Jul 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,375 | 1,167 | 0.0% | 0.0% | 97 | -17 | -0.32% | Q2 2026 | Aug 07, 2026 |
| Empower Advisory Group, LLC | History | Added to | 4,904 | 1,065 | 0.0% | 0.0% | 98 | +2,889 | 143.37% | Q2 2026 | Aug 12, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 4,900 | 1,064 | 0.68% | 0.55% | 99 | +13 | 0.27% | Q2 2026 | Jul 27, 2026 |
| Peak Planning Group, LLC | History | No change | 4,741 | 1,029 | 0.23% | 0.21% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 4,726 | 1,026 | 0.01% | 0.01% | 101 | -219 | -4.43% | Q2 2026 | Jul 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 4,715 | 1,024 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BIP Wealth, LLC | History | Reduced | 4,677 | 1,015 | 0.03% | 0.03% | 103 | -142 | -2.95% | Q2 2026 | Aug 03, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 4,606 | 1,000 | 0.04% | 0.04% | 104 | -39 | -0.84% | Q2 2026 | Jul 20, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Reduced | 4,959 | 977 | 0.51% | 0.73% | 105 | -1,519 | -23.45% | Q2 2026 | Aug 07, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 4,442 | 964 | 0.32% | 0.26% | 106 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,409 | 957 | 0.0% | 0.0% | 107 | +711 | 19.23% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,457 | 946 | 0.0% | 0.0% | 108 | +22 | 0.5% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,226 | 917 | 0.0% | 0.0% | 109 | +103 | 2.5% | Q2 2026 | Aug 05, 2026 |
| Worthington Financial Partners, LLC | History | Reduced | 4,219 | 916 | 0.76% | 0.58% | 110 | -45 | -1.06% | Q2 2026 | Jul 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 4,101 | 890 | 0.02% | 0.01% | 111 | -87 | -2.08% | Q2 2026 | Jul 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 4,093 | 889 | 0.01% | 0.01% | 112 | -658 | -13.85% | Q2 2026 | Jul 15, 2026 |
| TruWealth Advisors, LLC | History | No change | 5,462 | 867 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,052 | 860 | 0.05% | 0.05% | 114 | -20 | -0.49% | Q2 2026 | Jul 22, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,853 | 837 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 3,749 | 814 | 0.01% | 0.01% | 116 | -726 | -16.22% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Reduced | 3,554 | 772 | 0.01% | 0.01% | 117 | -317 | -8.19% | Q2 2026 | Jul 28, 2026 |
| Englebert Financial Advisers, LLC | History | New | 3,425 | 743 | 0.73% | — | 119 | +3,425 | New | Q2 2026 | Jul 22, 2026 |
| MinichMacGregor Wealth Management, LLC | History | New | 3,421 | 743 | 0.11% | — | 118 | +3,421 | New | Q2 2026 | Jul 16, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 3,410 | 740 | 0.59% | 0.46% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 3,301 | 717 | 0.04% | 0.03% | 121 | +51 | 1.57% | Q2 2026 | Aug 14, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 4,442 | 705 | 0.26% | 0.26% | 122 | 0 | 0.0% | Q1 2026 | Apr 23, 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 |
| Gateway Wealth Partners, LLC | History | Reduced | 3,212 | 697 | 0.04% | 0.04% | 125 | -2,882 | -47.29% | Q2 2026 | Aug 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 3,213 | 697 | 0.04% | 0.04% | 124 | -10 | -0.31% | Q2 2026 | Aug 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 3,194 | 693 | 0.01% | 0.01% | 126 | -107 | -3.24% | Q2 2026 | Aug 05, 2026 |
| EQUITABLE TRUST CO | History | No change | 3,100 | 673 | 0.03% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 3,006 | 652 | 0.01% | 0.01% | 128 | -314 | -9.46% | Q2 2026 | Aug 14, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 3,000 | 651 | 0.46% | 0.36% | 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 | New | 2,931 | 636 | 0.01% | — | 131 | +2,931 | New | Q2 2026 | Aug 06, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 2,853 | 619 | 0.14% | 0.11% | 132 | -15 | -0.52% | Q2 2026 | Jul 08, 2026 |
| RCW Management, LLC | History | Reduced | 2,808 | 609 | 0.55% | 0.48% | 133 | -127 | -4.33% | Q2 2026 | Jul 21, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 2,800 | 608 | 0.02% | 0.02% | 134 | -450 | -13.85% | Q2 2026 | Jul 27, 2026 |
| Sargent Investment Group, LLC | History | No change | 2,795 | 607 | 0.07% | 0.06% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 2,667 | 579 | 0.02% | 0.02% | 136 | -1 | -0.04% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 2,642 | 573 | 0.03% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Worth Financial Advisory Group, LLC | History | Added to | 2,612 | 567 | 0.24% | 0.18% | 138 | +2,432 | 1351.11% | Q2 2026 | Jul 30, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 2,587 | 561 | 0.13% | 0.06% | 139 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFG Advisory, LLC | History | New | 2,552 | 554 | 0.02% | — | 140 | +2,552 | New | Q2 2026 | Aug 13, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 2,509 | 545 | 0.3% | 0.33% | 141 | -211 | -7.76% | Q2 2026 | Aug 07, 2026 |
| Vigil Wealth Management, LLC | History | No change | 2,513 | 545 | 0.39% | 0.32% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 2,473 | 537 | 0.01% | 0.01% | 143 | -13 | -0.52% | Q2 2026 | Jul 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 2,390 | 519 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Claro Advisors Inc. | History | New | 2,384 | 517 | 0.05% | — | 145 | +2,384 | New | Q2 2026 | Jul 30, 2026 |
| Clarus Wealth Advisors | History | Reduced | 2,512 | 513 | 0.2% | 0.19% | 146 | -129 | -4.88% | Q2 2026 | Jul 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 2,340 | 508 | 0.07% | 0.07% | 147 | -311 | -11.73% | Q2 2026 | Aug 11, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 2,306 | 500 | 0.16% | 0.17% | 148 | -680 | -22.77% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,259 | 490 | 0.0% | 0.0% | 149 | +409 | 22.11% | Q2 2026 | Aug 13, 2026 |
| Truvestments Capital LLC | History | No change | 2,219 | 482 | 0.07% | 0.06% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 2,176 | 472 | 0.27% | 0.22% | 151 | -5 | -0.23% | Q2 2026 | Aug 07, 2026 |
| Argent Trust Co | History | No change | 2,081 | 452 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 2,085 | 452 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Intrua Financial, LLC | History | Reduced | 2,079 | 451 | 0.04% | 0.03% | 154 | -20 | -0.95% | Q2 2026 | Jul 24, 2026 |
| HFG Advisors, Inc. | History | No change | 2,036 | 442 | 0.28% | 0.23% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Square, LLC | History | Reduced | 2,114 | 439 | 0.19% | 0.18% | 156 | -6 | -0.28% | Q2 2026 | Aug 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 2,006 | 435 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 2,110 | 429 | 0.09% | 0.08% | 158 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 1,949 | 423 | 0.09% | 0.07% | 160 | -228 | -10.47% | Q2 2026 | Aug 04, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,950 | 423 | 0.04% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Belvedere Trading LLC | History | New | 1,909 | 414 | 0.0% | — | 161 | +1,909 | New | Q2 2026 | Jul 31, 2026 |
| World Investment Advisors | History | Reduced | 2,463 | 411 | 0.01% | 0.01% | 162 | -126 | -4.87% | Q2 2026 | Aug 13, 2026 |
| Risk Paradigm Group, LLC | History | Reduced | 1,872 | 406 | 0.32% | 0.28% | 163 | -228 | -10.86% | Q2 2026 | Aug 05, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 1,843 | 400 | 0.04% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,841 | 399 | 0.0% | 0.0% | 165 | +182 | 10.97% | Q2 2026 | Aug 13, 2026 |
| Allied Private Wealth LLC | History | New | 1,942 | 396 | 0.25% | — | 166 | +1,942 | New | Q2 2026 | Jul 09, 2026 |
| Range Advisory, LLC | History | New | 1,788 | 388 | 0.05% | — | 167 | +1,788 | New | Q2 2026 | Sep 02, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 1,780 | 377 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TradeWell Securities, LLC. | History | No change | 1,722 | 373 | 0.13% | 0.12% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | New | 1,687 | 366 | 0.02% | — | 171 | +1,687 | New | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | Added to | 1,688 | 366 | 0.0% | 0.0% | 170 | +200 | 13.44% | Q2 2026 | Aug 04, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 1,656 | 359 | 0.13% | 0.11% | 172 | -43 | -2.53% | Q2 2026 | Jul 08, 2026 |
| NWF Advisory Services Inc. | History | No change | 1,650 | 358 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 1,585 | 344 | 0.01% | 0.01% | 174 | -7 | -0.44% | Q2 2026 | Jul 27, 2026 |
| Apollon Financial, LLC | History | Reduced | 1,576 | 342 | 0.04% | 0.04% | 175 | -50 | -3.08% | Q2 2026 | Jul 22, 2026 |
| Americana Partners, LLC | History | No change | 1,554 | 337 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Modern Wealth Management, LLC | History | New | 1,551 | 336 | 0.0% | — | 178 | +1,551 | New | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,551 | 336 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 1,538 | 334 | 0.09% | 0.09% | 179 | -50 | -3.15% | Q2 2026 | Jul 21, 2026 |
| Betterment LLC | History | Added to | 1,517 | 330 | 0.0% | 0.0% | 180 | +1 | 0.07% | Q2 2026 | Aug 14, 2026 |
| Quantum Private Wealth, LLC | History | No change | 1,500 | 325 | 0.08% | 0.07% | 181 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cypress Wealth Services, LLC | History | No change | 1,456 | 316 | 0.04% | 0.03% | 182 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 1,450 | 314 | 0.01% | 0.01% | 183 | -270 | -15.7% | Q2 2026 | Aug 03, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 1,449 | 314 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,466 | 297 | 0.01% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | New | 1,355 | 294 | 0.0% | — | 186 | +1,355 | New | Q2 2026 | Sep 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,408 | 292 | 0.0% | 0.0% | 188 | -100 | -6.63% | Q2 2026 | Jul 15, 2026 |
| LVZ, Inc. | History | Added to | 1,348 | 292 | 0.03% | 0.02% | 187 | +11 | 0.82% | Q2 2026 | Jul 09, 2026 |
| Sovran Advisors, LLC | History | Added to | 1,496 | 289 | 0.02% | 0.02% | 189 | +247 | 19.78% | Q2 2026 | Jul 29, 2026 |
| Summit Financial, LLC | History | Reduced | 1,327 | 288 | 0.0% | 0.0% | 190 | -320 | -19.43% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,288 | 279 | 0.0% | 0.0% | 191 | -45 | -3.38% | Q2 2026 | Aug 06, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,279 | 277 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,264 | 274 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 1,254 | 272 | 0.14% | 0.11% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Certified Advisory Corp | History | New | 1,250 | 271 | 0.02% | — | 197 | +1,250 | New | Q2 2026 | Jul 16, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 1,250 | 271 | 0.03% | 0.03% | 195 | -50 | -3.85% | Q2 2026 | Jul 29, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,249 | 271 | 0.11% | 0.1% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 1,213 | 263 | 0.04% | 0.04% | 198 | -48 | -3.81% | Q2 2026 | Jul 22, 2026 |
| Valmark Advisers, Inc. | History | New | 1,197 | 260 | 0.0% | — | 200 | +1,197 | New | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | No change | 1,200 | 260 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Blue Trust, Inc. | History | No change | 1,193 | 259 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bensler, LLC | History | New | 1,190 | 258 | 0.02% | — | 202 | +1,190 | New | Q2 2026 | Jul 23, 2026 |
| First Heartland Consultants, Inc. | History | New | 1,175 | 255 | 0.02% | — | 203 | +1,175 | New | Q2 2026 | Jul 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 1,159 | 251 | 0.0% | — | 205 | +1,159 | New | Q2 2026 | Jul 21, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,156 | 251 | 0.12% | 0.09% | 204 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Invesco Ltd. | History | New | 1,152 | 250 | 0.0% | — | 206 | +1,152 | New | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | New | 1,150 | 249 | 0.0% | — | 207 | +1,150 | New | Q2 2026 | Aug 04, 2026 |
| Valeo Financial Advisors, LLC | History | New | 1,145 | 248 | 0.01% | — | 208 | +1,145 | New | Q2 2026 | Jul 08, 2026 |
| Savant Capital, LLC | History | New | 1,139 | 246 | 0.0% | — | 209 | +1,139 | New | Q2 2026 | Aug 10, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 1,134 | 246 | 0.01% | — | 210 | +1,134 | New | Q2 2026 | Aug 13, 2026 |
| Aspen Capital Management, LLC | History | New | 1,127 | 244 | 0.05% | — | 213 | +1,127 | New | Q2 2026 | Aug 04, 2026 |
| CEERA INVESTMENTS, LLC | History | New | 1,126 | 244 | 0.1% | — | 212 | +1,126 | New | Q2 2026 | Aug 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 1,121 | 244 | 0.0% | — | 211 | +1,121 | New | Q2 2026 | Jul 20, 2026 |
| Keystone Wealth Services, LLC | History | New | 1,109 | 240 | 0.04% | — | 214 | +1,109 | New | Q2 2026 | Aug 05, 2026 |
| Pure Financial Advisors, LLC | History | New | 1,102 | 239 | 0.0% | — | 215 | +1,102 | New | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 1,098 | 238 | 0.01% | — | 216 | +1,098 | New | Q2 2026 | Aug 04, 2026 |
| Brookstone Capital Management | History | New | 1,089 | 236 | 0.0% | — | 217 | +1,089 | New | Q2 2026 | Jul 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,086 | 235 | 0.0% | — | 218 | +1,086 | New | Q2 2026 | Aug 10, 2026 |
| Focus Financial Network, Inc. | History | New | 1,076 | 233 | 0.01% | — | 219 | +1,076 | New | Q2 2026 | Jul 09, 2026 |
| MRA Advisory Group | History | New | 1,043 | 226 | 0.08% | — | 220 | +1,043 | New | Q2 2026 | Jul 08, 2026 |
| Stonekeep Investments, LLC | History | New | 1,041 | 226 | 0.13% | — | 221 | +1,041 | New | Q2 2026 | Jul 10, 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 | New | 1,026 | 222 | 0.08% | — | 223 | +1,026 | New | Q2 2026 | Aug 04, 2026 |
| Rathbones Group PLC | History | New | 1,015 | 220 | 0.0% | — | 224 | +1,015 | New | Q2 2026 | Jul 23, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,008 | 218 | 0.04% | 0.05% | 225 | -510 | -33.6% | Q2 2026 | Aug 04, 2026 |
| Peregrine Asset Advisers, Inc. | History | New | 1,000 | 217 | 0.05% | — | 227 | +1,000 | New | Q2 2026 | Aug 10, 2026 |
| Transcendent Capital Group LLC | History | New | 1,000 | 217 | 0.08% | — | 228 | +1,000 | New | Q2 2026 | Aug 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,000 | 217 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 626 Financial, LLC | History | New | 996 | 216 | 0.08% | — | 229 | +996 | New | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | Added to | 993 | 215 | 0.0% | 0.0% | 230 | +322 | 47.99% | Q2 2026 | Jul 30, 2026 |
| Old North State Trust, LLC | History | New | 964 | 209 | 0.11% | — | 232 | +964 | New | Q2 2026 | Aug 17, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 966 | 209 | 0.08% | 0.07% | 231 | -53 | -5.2% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | New | 958 | 208 | 0.0% | — | 233 | +958 | New | Q2 2026 | Aug 27, 2026 |
| Clark Capital Management Group, Inc. | History | New | 956 | 207 | 0.0% | — | 234 | +956 | New | Q2 2026 | Aug 11, 2026 |
| 1776 Wealth LLC | History | New | 940 | 204 | 0.07% | — | 235 | +940 | New | Q2 2026 | Aug 10, 2026 |
| Western Wealth Management, LLC | History | New | 937 | 203 | 0.01% | — | 236 | +937 | New | Q2 2026 | Aug 14, 2026 |
| ATWOOD & PALMER INC | History | No change | 800 | 173 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 729 | 158 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Crews Bank & Trust | History | No change | 692 | 150 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 671 | 145 | 0.0% | 0.0% | 240 | -46 | -6.42% | Q2 2026 | Aug 06, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 661 | 143 | 0.05% | 0.04% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | Reduced | 613 | 133 | 0.0% | 0.0% | 244 | -13 | -2.08% | Q2 2026 | Jul 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 615 | 133 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MCF Advisors LLC | History | No change | 616 | 133 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | New | 586 | 127 | 0.05% | — | 245 | +586 | New | Q2 2026 | Sep 18, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 526 | 114 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 506 | 109 | 0.08% | 0.07% | 247 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 480 | 104 | 0.0% | — | 248 | +480 | New | Q2 2026 | Jul 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 638 | 101 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Biltmore Family Office, LLC | History | No change | 438 | 95 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 437 | 94 | 0.0% | 0.0% | 251 | -735 | -62.71% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 387 | 84 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 360 | 78 | 0.01% | 0.0% | 253 | +52 | 16.88% | Q2 2026 | Jul 28, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 314 | 68 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 309 | 67 | 0.01% | — | 255 | +309 | New | Q2 2026 | Aug 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 292 | 63 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MCDONALD PARTNERS LLC | History | New | 275 | 59 | 0.01% | — | 257 | +275 | New | Q2 2026 | Jul 28, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 250 | 54 | 0.03% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AdvisorNet Financial, Inc | History | New | 241 | 52 | 0.0% | — | 259 | +241 | New | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | Reduced | 237 | 51 | 0.0% | 0.0% | 260 | -51 | -17.71% | Q2 2026 | Aug 11, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 234 | 50 | 0.01% | 0.0% | 261 | -40 | -14.6% | Q2 2026 | Jul 13, 2026 |
| Nova Wealth Management, Inc. | History | No change | 224 | 48 | 0.03% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TRUST CO OF VERMONT | History | New | 205 | 44 | 0.0% | — | 263 | +205 | New | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | New | 199 | 43 | 0.0% | — | 264 | +199 | New | Q2 2026 | Aug 05, 2026 |
| Asset Dedication, LLC | History | No change | 197 | 42 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 190 | 41 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Regatta Research & Money Management | History | New | 177 | 38 | 0.04% | — | 267 | +177 | New | Q2 2026 | Aug 11, 2026 |
| Luminist Capital LLC | History | New | 167 | 36 | 0.04% | — | 269 | +167 | New | Q2 2026 | Aug 07, 2026 |
| HM PAYSON & CO | History | No change | 166 | 36 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Westside Investment Management, Inc. | History | No change | 164 | 35 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 129 | 28 | 0.0% | 0.0% | 271 | -4 | -3.01% | Q2 2026 | Jul 21, 2026 |
| Copia Wealth Management | History | No change | 125 | 27 | 0.02% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 118 | 25 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 100 | 21 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Fortis Group Advisors, LLC | History | New | 96 | 20 | 0.0% | — | 275 | +96 | New | Q2 2026 | Jul 24, 2026 |
| NBH Bank | History | New | 93 | 20 | 0.01% | — | 276 | +93 | New | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | New | 70 | 15 | 0.0% | — | 277 | +70 | New | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 67 | 14 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 67 | 14 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bank of Jackson Hole Trust | History | No change | 93 | 14 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 50 | 10 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Financial Perspectives, Inc | History | No change | 50 | 10 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tidemark, LLC | History | No change | 47 | 10 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caldwell Trust Co | History | No change | 50 | 10 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 41 | 8 | 0.0% | — | 285 | +41 | New | Q2 2026 | Aug 13, 2026 |
| Valued Wealth Advisors LLC | History | No change | 34 | 7 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 31 | 6 | 0.0% | — | 288 | +31 | New | Q2 2026 | Aug 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 30 | 6 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eukles Asset Management | History | Added to | 27 | 5 | 0.0% | 0.0% | 289 | +2 | 8.0% | Q2 2026 | Aug 05, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 23 | 4 | 0.0% | 0.0% | 292 | -78 | -77.23% | Q2 2026 | Aug 04, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 23 | 4 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 20 | 4 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anfield Capital Management, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LifeSteps Financial, Inc. | History | New | 8 | 1 | 0.0% | — | 297 | +8 | New | Q2 2026 | Jul 17, 2026 |
| Bogart Wealth, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 7 | 1 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| POM Investment Strategies, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.05% | — | -27,249 | -100.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,158 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Dorsey Wright & Associates | History | Closed out | 0 | 0 | — | 0.09% | — | -4,457 | -100.0% | Q2 2026 | Aug 06, 2026 |