FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - FYX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 715,280 | 103,212 | 0.02% | 0.01% | 1 | +170,920 | 31.4% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 704,083 | 101,597 | 0.02% | 0.01% | 2 | -4,317 | -0.61% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 683,900 | 98,684 | 0.02% | 0.02% | 3 | +71,847 | 11.74% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 678,078 | 97,844 | 0.01% | 0.0% | 4 | +25,269 | 3.87% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 435,608 | 62,856 | 0.02% | 0.02% | 5 | +21,755 | 5.26% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 421,883 | 60,876 | 0.01% | 0.01% | 6 | +117,262 | 38.49% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 357,405 | 51,572 | 0.0% | 0.0% | 7 | -14,135 | -3.8% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 263,066 | 37,960 | 0.07% | 0.07% | 8 | +9,541 | 3.76% | Q2 2026 | Aug 05, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 163,889 | 23,648 | 7.45% | 3.38% | 9 | +96,213 | 142.17% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | Added to | 151,913 | 21,920 | 0.02% | 0.02% | 10 | +23,004 | 17.85% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 120,332 | 17,363 | 0.01% | 0.01% | 11 | +3,451 | 2.95% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 107,601 | 15,526 | 0.13% | 0.11% | 12 | +22,084 | 25.82% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 101,266 | 14,612 | 0.0% | 0.0% | 13 | +62,240 | 159.48% | Q2 2026 | Aug 03, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 73,453 | 10,599 | 1.74% | 1.82% | 14 | -425 | -0.58% | Q2 2026 | Jul 30, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 71,639 | 10,071 | 0.2% | 0.21% | 15 | -988 | -1.36% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 67,708 | 9,770 | 0.02% | 0.02% | 16 | +433 | 0.64% | Q2 2026 | Jul 27, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 66,712 | 9,626 | 0.91% | 0.86% | 17 | +1,183 | 1.81% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 64,962 | 9,373 | 0.01% | 0.01% | 18 | -798 | -1.21% | Q2 2026 | Jul 29, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 59,310 | 8,558 | 1.24% | 1.13% | 19 | -336 | -0.56% | Q2 2026 | Jul 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 54,429 | 7,854 | 0.01% | 0.0% | 20 | +16,700 | 44.26% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 53,610 | 7,735 | 0.16% | 0.15% | 21 | +1,234 | 2.36% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 50,485 | 7,284 | 0.02% | 0.03% | 22 | -7,920 | -13.56% | Q2 2026 | Jul 28, 2026 |
| FWG Holdings, LLC | History | Added to | 50,930 | 7,197 | 2.5% | 0.11% | 23 | +48,614 | 2099.05% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 48,579 | 7,009 | 0.04% | 0.03% | 24 | +421 | 0.87% | Q2 2026 | Jul 24, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 44,673 | 6,446 | 2.19% | 2.0% | 25 | +4,440 | 11.04% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 44,404 | 6,420 | 0.01% | 0.01% | 26 | +39 | 0.09% | Q2 2026 | Aug 14, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Reduced | 41,586 | 6,000 | 1.87% | 2.02% | 27 | -894 | -2.1% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 37,178 | 5,328 | 0.0% | 0.0% | 28 | -2,263 | -5.74% | Q2 2026 | Aug 12, 2026 |
| MTM Investment Management, LLC | History | Added to | 36,765 | 5,305 | 1.51% | 1.37% | 29 | +504 | 1.39% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | Reduced | 36,502 | 5,267 | 0.01% | 0.0% | 30 | -353 | -0.96% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 36,340 | 5,194 | 0.0% | 0.0% | 31 | +11,030 | 43.58% | Q2 2026 | Aug 14, 2026 |
| CITY HOLDING CO | History | Added to | 35,861 | 5,173 | 0.58% | 0.47% | 32 | +4,509 | 14.38% | Q2 2026 | Jul 10, 2026 |
| Arrow Investment Advisors, LLC | History | New | 32,447 | 4,681 | 4.53% | — | 33 | +32,447 | New | Q2 2026 | Aug 04, 2026 |
| Troutman Wealth Management, LLC | History | Reduced | 31,950 | 4,610 | 3.55% | 3.2% | 34 | -191 | -0.59% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 32,310 | 4,560 | 0.01% | 0.01% | 35 | +385 | 1.21% | Q2 2026 | Jul 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 30,593 | 4,414 | 0.01% | 0.01% | 36 | -395 | -1.27% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 30,029 | 4,333 | 0.06% | 0.02% | 37 | +17,980 | 149.22% | Q2 2026 | Aug 12, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 29,983 | 4,326 | 0.22% | 0.21% | 38 | -535 | -1.75% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 29,812 | 4,301 | 0.01% | 0.01% | 39 | +2,373 | 8.65% | Q2 2026 | Aug 07, 2026 |
| Western Wealth Management, LLC | History | Added to | 29,597 | 4,270 | 0.14% | 0.13% | 40 | +83 | 0.28% | Q2 2026 | Aug 14, 2026 |
| Dorsey Wright & Associates | History | New | 27,424 | 3,957 | 0.67% | — | 41 | +27,424 | New | Q2 2026 | Aug 06, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | New | 24,128 | 3,397 | 0.81% | — | 42 | +24,128 | New | Q2 2026 | Aug 06, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 22,571 | 3,256 | 0.09% | 0.08% | 43 | -537 | -2.32% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 22,106 | 3,189 | 0.02% | 0.01% | 44 | +6,091 | 38.03% | Q2 2026 | Aug 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 21,714 | 3,133 | 0.05% | 0.01% | 45 | +18,215 | 520.58% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 21,620 | 3,119 | 0.01% | 0.0% | 46 | -382 | -1.74% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | Added to | 21,515 | 3,104 | 0.11% | 0.05% | 47 | +21,378 | 15604.38% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 25,841 | 3,084 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 20,069 | 2,895 | 0.01% | 0.01% | 49 | +5,959 | 42.23% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 18,900 | 2,727 | 0.0% | 0.0% | 50 | +13,300 | 237.5% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 17,823 | 2,571 | 0.01% | 0.01% | 51 | -100 | -0.56% | Q2 2026 | Aug 13, 2026 |
| Catalyst Investment Management LLC | History | Added to | 17,580 | 2,536 | 2.3% | 2.16% | 52 | +2,741 | 18.47% | Q2 2026 | Aug 10, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 15,072 | 2,174 | 0.8% | 0.88% | 53 | -2,164 | -12.56% | Q2 2026 | Jul 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 13,691 | 1,975 | 0.01% | 0.0% | 54 | +6,753 | 97.33% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 13,381 | 1,930 | 0.0% | 0.0% | 55 | +4,464 | 50.06% | Q2 2026 | Aug 13, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 12,719 | 1,835 | 0.17% | 0.6% | 56 | -388 | -2.96% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 11,748 | 1,695 | 0.0% | 0.0% | 57 | -461 | -3.78% | Q2 2026 | Jul 28, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 11,692 | 1,675 | 0.09% | 0.09% | 58 | +4 | 0.03% | Q2 2026 | Jul 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 11,459 | 1,653 | 0.03% | 0.07% | 59 | -19,412 | -62.88% | Q2 2026 | Jul 15, 2026 |
| Sun Financial Inc | History | Reduced | 11,270 | 1,623 | 0.77% | 0.77% | 60 | -500 | -4.25% | Q2 2026 | Aug 11, 2026 |
| Keystone Financial Group | History | Reduced | 11,156 | 1,609 | 0.1% | 0.09% | 61 | -334 | -2.91% | Q2 2026 | Jul 29, 2026 |
| Riggs Asset Managment Co. Inc. | History | New | 11,050 | 1,594 | 0.28% | — | 62 | +11,050 | New | Q2 2026 | Jul 29, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 10,966 | 1,582 | 0.07% | 0.07% | 63 | -67 | -0.61% | Q2 2026 | Jul 21, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 9,980 | 1,440 | 0.11% | 0.12% | 64 | -1,589 | -13.73% | Q2 2026 | Jul 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 9,529 | 1,375 | 0.0% | 0.0% | 65 | -11,144 | -53.91% | Q2 2026 | Aug 19, 2026 |
| US BANCORP \DE\ | History | Reduced | 9,273 | 1,338 | 0.0% | 0.0% | 66 | -250 | -2.63% | Q2 2026 | Aug 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 9,023 | 1,301 | 0.02% | — | 67 | +9,023 | New | Q2 2026 | Jul 28, 2026 |
| Triumph Capital Management | History | Reduced | 9,001 | 1,298 | 0.24% | 0.27% | 68 | -2,300 | -20.35% | Q2 2026 | Jul 20, 2026 |
| Mariner, LLC | History | Reduced | 8,560 | 1,235 | 0.0% | 0.0% | 69 | -387 | -4.33% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 8,116 | 1,171 | 0.05% | — | 70 | +8,116 | New | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 7,470 | 1,077 | 0.01% | 0.01% | 71 | +2,516 | 50.79% | Q2 2026 | Aug 10, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 7,422 | 1,071 | 0.12% | 0.22% | 72 | -5,353 | -41.9% | Q2 2026 | Aug 06, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 7,265 | 1,048 | 0.35% | 0.32% | 73 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,260 | 1,047 | 0.01% | 0.0% | 74 | +1,261 | 21.02% | Q2 2026 | Aug 13, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | New | 7,056 | 1,018 | 0.35% | — | 75 | +7,056 | New | Q2 2026 | Aug 03, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 6,978 | 1,006 | 0.01% | 0.01% | 76 | -35 | -0.5% | Q2 2026 | Sep 08, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 6,935 | 1,000 | 0.02% | 0.03% | 77 | -167 | -2.35% | Q2 2026 | Jul 31, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 6,196 | 893 | 0.06% | 0.06% | 78 | -313 | -4.81% | Q2 2026 | Aug 14, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 7,265 | 867 | 0.32% | 0.32% | 79 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Lido Advisors, LLC | History | New | 5,863 | 846 | 0.0% | — | 80 | +5,863 | New | Q2 2026 | Aug 07, 2026 |
| STEPHENS INC /AR/ | History | No change | 5,500 | 793 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Root Financial Partners, LLC | History | Reduced | 5,424 | 782 | 0.03% | 0.03% | 82 | -502 | -8.47% | Q2 2026 | Jul 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 5,363 | 773 | 0.04% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,259 | 758 | 0.02% | 0.02% | 84 | -90 | -1.68% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 5,186 | 748 | 0.0% | 0.0% | 85 | +10 | 0.19% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,124 | 739 | 0.0% | 0.0% | 86 | -7,029 | -57.84% | Q2 2026 | Aug 14, 2026 |
| VestGen Investment Management | History | New | 5,128 | 739 | 0.39% | — | 88 | +5,128 | New | Q2 2026 | Jul 31, 2026 |
| Keystone Wealth Services, LLC | History | No change | 5,125 | 739 | 0.14% | 0.13% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KPP Advisory Services LLC | History | No change | 4,955 | 714 | 0.09% | 0.09% | 89 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 4,831 | 697 | 0.02% | 0.01% | 90 | +544 | 12.69% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 4,782 | 690 | 0.2% | 0.18% | 91 | +223 | 4.89% | Q2 2026 | Jul 24, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 4,626 | 667 | 0.1% | 0.1% | 92 | -52 | -1.11% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,614 | 665 | 0.0% | 0.0% | 94 | -175 | -3.65% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 4,613 | 665 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 4,573 | 659 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 4,563 | 658 | 0.42% | 0.39% | 96 | +1 | 0.02% | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | Added to | 4,552 | 656 | 0.0% | 0.0% | 97 | +48 | 1.07% | Q2 2026 | Aug 13, 2026 |
| Balboa Wealth Partners | History | New | 4,520 | 652 | 0.09% | — | 98 | +4,520 | New | Q2 2026 | Aug 10, 2026 |
| Brown Miller Wealth Management, LLC | History | New | 4,397 | 634 | 0.16% | — | 99 | +4,397 | New | Q2 2026 | Jul 16, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 4,393 | 633 | 0.0% | 0.0% | 100 | +236 | 5.68% | Q2 2026 | Aug 14, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 4,378 | 631 | 0.22% | 0.2% | 101 | +13 | 0.3% | Q2 2026 | Jul 27, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 4,352 | 628 | 0.02% | 0.02% | 102 | -177 | -3.91% | Q2 2026 | Jul 31, 2026 |
| Tudor Financial Inc. | History | Added to | 4,180 | 603 | 0.27% | 0.21% | 103 | +800 | 23.67% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | No change | 4,129 | 595 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Krilogy Financial LLC | History | No change | 3,940 | 568 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Legacy Capital Group California, Inc. | History | New | 3,914 | 564 | 0.17% | — | 106 | +3,914 | New | Q2 2026 | Jul 29, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 3,842 | 554 | 0.28% | 0.35% | 107 | -1,388 | -26.54% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 3,765 | 543 | 0.06% | — | 109 | +3,765 | New | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | New | 3,762 | 543 | 0.01% | — | 108 | +3,762 | New | Q2 2026 | Jul 15, 2026 |
| HM PAYSON & CO | History | No change | 3,540 | 510 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Element Wealth, LLC | History | Reduced | 3,414 | 492 | 0.18% | 0.17% | 111 | -45 | -1.3% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 3,346 | 482 | 0.02% | — | 112 | +3,346 | New | Q2 2026 | Aug 14, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 3,179 | 458 | 0.02% | 0.02% | 113 | +30 | 0.95% | Q2 2026 | Jul 09, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 2,924 | 421 | 0.41% | 0.36% | 114 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 2,888 | 417 | 0.01% | 0.01% | 115 | +2 | 0.07% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,814 | 406 | 0.03% | 0.03% | 116 | -82 | -2.83% | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 2,769 | 399 | 0.01% | 0.01% | 117 | -6 | -0.22% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 2,752 | 397 | 0.0% | 0.0% | 118 | +51 | 1.89% | Q2 2026 | Jul 28, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 2,711 | 391 | 0.11% | 0.11% | 119 | +1 | 0.04% | Q2 2026 | Aug 06, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 2,548 | 367 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 2,543 | 366 | 0.01% | 0.01% | 121 | -48 | -1.85% | Q2 2026 | Jul 15, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 2,508 | 361 | 0.13% | 0.14% | 122 | -202 | -7.45% | Q2 2026 | Jul 27, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 2,498 | 360 | 0.02% | 0.02% | 123 | -282 | -10.14% | Q2 2026 | Jul 20, 2026 |
| Venture Visionary Partners LLC | History | Added to | 2,466 | 355 | 0.01% | 0.01% | 124 | +1 | 0.04% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 2,357 | 340 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | Added to | 2,337 | 337 | 0.0% | 0.01% | 126 | +144 | 6.57% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,331 | 336 | 0.0% | 0.0% | 127 | -27,245 | -92.12% | Q2 2026 | Sep 02, 2026 |
| Ameritas Advisory Services, LLC | History | New | 2,333 | 336 | 0.01% | — | 129 | +2,333 | New | Q2 2026 | Aug 14, 2026 |
| Tidemark, LLC | History | Reduced | 2,330 | 336 | 0.08% | 0.07% | 128 | -4 | -0.17% | Q2 2026 | Aug 10, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 2,312 | 333 | 0.07% | 0.07% | 130 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 2,247 | 324 | 0.0% | 0.0% | 132 | -20,218 | -90.0% | Q2 2026 | Aug 14, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 2,224 | 324 | 0.01% | 0.01% | 131 | -4 | -0.18% | Q2 2026 | Aug 06, 2026 |
| Farrell Financial LLC | History | Added to | 2,195 | 316 | 0.17% | 0.16% | 133 | +4 | 0.18% | Q2 2026 | Jul 10, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 2,155 | 311 | 0.01% | 0.01% | 134 | -88 | -3.92% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,123 | 306 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advyzon Investment Management, LLC | History | New | 1,999 | 288 | 0.02% | — | 136 | +1,999 | New | Q2 2026 | Aug 14, 2026 |
| Cedrus Wealth Group LLC | History | Reduced | 1,974 | 284 | 0.25% | 0.31% | 138 | -366 | -15.64% | Q2 2026 | Jul 30, 2026 |
| Aspen Capital Management, LLC | History | No change | 1,974 | 284 | 0.06% | 0.06% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 1,965 | 283 | 0.16% | 0.15% | 139 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Convergence Financial, LLC | History | New | 1,954 | 281 | 0.02% | — | 140 | +1,954 | New | Q2 2026 | Aug 05, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 1,887 | 272 | 0.01% | 0.01% | 141 | -3 | -0.16% | Q2 2026 | Jul 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 1,846 | 266 | 0.0% | 0.0% | 142 | -397 | -17.7% | Q2 2026 | Aug 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 1,843 | 265 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 1,799 | 259 | 0.0% | 0.0% | 144 | +5 | 0.28% | Q2 2026 | Aug 03, 2026 |
| Atria Investments, Inc | History | New | 1,753 | 252 | 0.0% | — | 145 | +1,753 | New | Q2 2026 | Jul 28, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 1,724 | 248 | 0.0% | 0.0% | 146 | +5 | 0.29% | Q2 2026 | Aug 17, 2026 |
| Fulcrum Equity Management | History | New | 1,711 | 246 | 0.18% | — | 147 | +1,711 | New | Q2 2026 | Jul 09, 2026 |
| GAMMA Investing LLC | History | No change | 1,702 | 245 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Arkos Global Advisors | History | Added to | 1,662 | 240 | 0.03% | 0.02% | 149 | +5 | 0.3% | Q2 2026 | Aug 14, 2026 |
| BRADY FAMILY WEALTH, LLC | History | New | 1,660 | 239 | 0.07% | — | 150 | +1,660 | New | Q2 2026 | Jul 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 1,653 | 238 | 0.02% | — | 151 | +1,653 | New | Q2 2026 | Jul 28, 2026 |
| Boston Standard Wealth Management, LLC | History | New | 1,611 | 232 | 0.03% | — | 152 | +1,611 | New | Q2 2026 | Jul 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 1,600 | 230 | 0.0% | — | 153 | +1,600 | New | Q2 2026 | Jul 21, 2026 |
| Ballentine Partners, LLC | History | New | 1,591 | 229 | 0.0% | — | 155 | +1,591 | New | Q2 2026 | Jul 17, 2026 |
| Kings Path Partners LLC | History | No change | 1,591 | 229 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 1,583 | 228 | 0.01% | — | 156 | +1,583 | New | Q2 2026 | Jul 28, 2026 |
| IFS Group,LLC | History | New | 1,546 | 223 | 0.31% | — | 157 | +1,546 | New | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | Added to | 1,522 | 219 | 0.0% | 0.0% | 158 | +112 | 7.94% | Q2 2026 | Aug 13, 2026 |
| Proactive Wealth Strategies LLC | History | New | 1,512 | 218 | 0.03% | — | 159 | +1,512 | New | Q2 2026 | Aug 10, 2026 |
| TRUEFG, LLC | History | New | 1,501 | 216 | 0.05% | — | 160 | +1,501 | New | Q2 2026 | Jul 16, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 1,464 | 211 | 0.0% | — | 161 | +1,464 | New | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | New | 1,452 | 209 | 0.0% | — | 162 | +1,452 | New | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | New | 1,442 | 207 | 0.01% | — | 163 | +1,442 | New | Q2 2026 | Jul 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 1,399 | 201 | 0.0% | 0.01% | 164 | -682 | -32.77% | Q2 2026 | Jul 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,365 | 196 | 0.0% | 0.0% | 165 | -42 | -2.99% | Q2 2026 | Jul 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,254 | 149 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | No change | 1,020 | 147 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 975 | 140 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | Added to | 911 | 131 | 0.0% | 0.0% | 169 | +19 | 2.13% | Q2 2026 | Jul 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 702 | 101 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 618 | 89 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 603 | 87 | 0.04% | 0.03% | 172 | +112 | 22.81% | Q2 2026 | Aug 13, 2026 |
| MCF Advisors LLC | History | New | 546 | 78 | 0.0% | — | 173 | +546 | New | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 530 | 76 | 0.03% | — | 174 | +530 | New | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 500 | 72 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 473 | 68 | 0.01% | 0.02% | 176 | -237 | -33.38% | Q2 2026 | Aug 04, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 419 | 60 | 0.06% | — | 177 | +419 | New | Q2 2026 | Jul 29, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 405 | 58 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | New | 400 | 56 | 0.01% | — | 179 | +400 | New | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | No change | 378 | 54 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| First Bancorp, Inc /ME/ | History | New | 300 | 43 | 0.02% | — | 182 | +300 | New | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 300 | 43 | 0.0% | 0.0% | 181 | -24 | -7.41% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 286 | 41 | 0.0% | — | 183 | +286 | New | Q2 2026 | Aug 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 260 | 37 | 0.02% | — | 184 | +260 | New | Q2 2026 | Jul 21, 2026 |
| Avion Wealth | History | New | 225 | 32 | 0.01% | — | 185 | +225 | New | Q2 2026 | Jul 31, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 193 | 27 | 0.0% | 0.0% | 186 | -7 | -3.5% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 175 | 25 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 163 | 23 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 165 | 23 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Capital Management LLC | History | Added to | 133 | 19 | 0.0% | 0.0% | 190 | +1 | 0.76% | Q2 2026 | Aug 06, 2026 |
| Kozak & Associates, Inc. | History | Added to | 112 | 16 | 0.0% | 0.0% | 191 | +1 | 0.9% | Q2 2026 | Jul 02, 2026 |
| SJS Investment Consulting Inc. | History | No change | 116 | 16 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 110 | 15 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 105 | 15 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCDONALD PARTNERS LLC | History | New | 100 | 14 | 0.0% | — | 197 | +100 | New | Q2 2026 | Jul 28, 2026 |
| Salomon & Ludwin, LLC | History | No change | 100 | 14 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Perspectives, Inc | History | No change | 100 | 14 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 93 | 13 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Key FInancial Inc | History | No change | 97 | 13 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MATHER GROUP, LLC. | History | No change | 64 | 9 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 55 | 7 | 0.0% | 0.0% | 201 | -10 | -15.38% | Q2 2026 | Jul 06, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | New | 43 | 6 | 0.0% | — | 203 | +43 | New | Q2 2026 | Aug 06, 2026 |
| VANGUARD ADVISERS INC | History | No change | 45 | 6 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 35 | 5 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Paladin Advisory Group, LLC | History | No change | 31 | 4 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Institute for Wealth Management, LLC. | History | New | 9 | 1 | 0.0% | — | 206 | +9 | New | Q2 2026 | Jul 28, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -21,120 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Milestones Private Investment Advisors LLC | History | Closed out | 0 | 0 | — | 1.83% | — | -17,394 | -100.0% | Q2 2026 | Jul 24, 2026 |
| G&S Capital LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -9,561 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -8,933 | -100.0% | Q2 2026 | Aug 12, 2026 |
| POTENTIA WEALTH | History | Closed out | 0 | 0 | — | 0.28% | — | -6,015 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MONECO ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,536 | -100.0% | Q2 2026 | Aug 11, 2026 |
| TKG Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,428 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,316 | -100.0% | Q2 2026 | Aug 04, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,280 | -100.0% | Q2 2026 | Aug 12, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,529 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,330 | -100.0% | Q2 2026 | Jul 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -578 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -257 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |