FIRST TRUST EXCHANGE-TRADED FUND II - GRID
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 3,760,565 | 721,088 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 2,679,859 | 513,862 | 0.12% | 0.12% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,429,772 | 465,908 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,977,757 | 379,234 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,750,214 | 335,603 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,298,789 | 249,042 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,164,931 | 224,926 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL PLC | History | No change | 809,658 | 155,251 | 0.85% | 0.85% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 752,000 | 144,197 | 0.65% | 0.65% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 750,476 | 143,903 | 0.13% | 0.13% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | History | No change | 75,140 | 133,080 | 3.02% | 7.35% | 11 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 560,280 | 107,435 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 430,096 | 82,470 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIL Ltd | History | No change | 419,130 | 80,368 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 450,810 | 79,843 | 0.18% | 0.17% | 15 | +57,659 | 14.67% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 412,623 | 79,157 | 0.09% | 0.09% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 389,588 | 74,703 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 386,989 | 74,205 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 369,581 | 65,456 | 0.09% | 0.08% | 19 | +53,292 | 16.85% | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 339,050 | 65,032 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 349,709 | 64,734 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 290,878 | 55,775 | 0.11% | 0.11% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Treasurer of the State of North Carolina | History | No change | 259,526 | 49,764 | 0.13% | 0.13% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 268,267 | 47,512 | 0.14% | 0.13% | 24 | +51,638 | 23.84% | Q3 2026 | Nov 02, 2026 |
| Atria Investments, Inc | History | Added to | 257,335 | 45,576 | 0.44% | 0.48% | 25 | +8,070 | 3.24% | Q3 2026 | Oct 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 253,753 | 44,942 | 0.69% | 0.72% | 26 | +15,243 | 6.39% | Q3 2026 | Oct 22, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 251,434 | 44,531 | 3.05% | 3.71% | 27 | -19,116 | -7.07% | Q3 2026 | Oct 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 225,107 | 43,164 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 234,602 | 41,550 | 0.27% | 0.3% | 29 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 215,906 | 38,239 | 4.8% | 5.03% | 30 | +9,188 | 4.44% | Q3 2026 | Oct 19, 2026 |
| CITIGROUP INC | History | Added to | 211,900 | 37,529 | 0.01% | 0.01% | 31 | +19,501 | 10.14% | Q3 2026 | Nov 04, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | No change | 198,000 | 35,067 | 5.32% | 5.0% | 32 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| JPMORGAN CHASE & CO | History | No change | 152,861 | 28,793 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ayalon Insurance Comp Ltd. | History | New | 161,110 | 28,534 | 2.37% | — | 34 | +161,110 | New | Q3 2026 | Oct 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 146,059 | 28,006 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 149,482 | 26,474 | 1.21% | 1.32% | 36 | +10,044 | 7.2% | Q3 2026 | Oct 28, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 134,553 | 25,800 | 0.41% | 0.41% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 132,622 | 25,430 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 131,570 | 25,228 | 0.33% | 0.33% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 138,100 | 24,458 | 0.03% | 0.02% | 40 | +36,200 | 35.53% | Q3 2026 | Nov 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 120,136 | 23,036 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Presidio Capital Management, LLC | History | No change | 116,384 | 22,316 | 5.58% | 5.58% | 42 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Private Advisor Group, LLC | History | No change | 114,667 | 21,987 | 0.1% | 0.1% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 111,625 | 21,488 | 0.88% | 0.88% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 116,568 | 20,645 | 0.02% | 0.03% | 45 | +7,005 | 6.39% | Q3 2026 | Oct 30, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 100,495 | 19,251 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 97,712 | 18,736 | 0.11% | 0.11% | 47 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 94,818 | 18,181 | 1.67% | 1.67% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 94,748 | 18,167 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CacheTech Inc. | History | No change | 93,509 | 17,930 | 2.9% | 2.9% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Adams Wealth Management | History | No change | 87,135 | 16,708 | 3.2% | 3.2% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 87,050 | 16,691 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | No change | 86,788 | 16,641 | 0.52% | 0.52% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 84,636 | 16,228 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 83,910 | 16,089 | 0.38% | 0.38% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 360 Financial, Inc. | History | No change | 80,992 | 15,530 | 3.94% | 3.94% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 84,381 | 14,944 | 0.76% | 0.84% | 57 | -727 | -0.85% | Q3 2026 | Oct 16, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | New | 82,078 | 14,536 | 2.05% | — | 58 | +82,078 | New | Q3 2026 | Oct 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 80,781 | 14,307 | 0.14% | 0.14% | 59 | +5,307 | 7.03% | Q3 2026 | Oct 20, 2026 |
| ASSETMARK, INC | History | Added to | 80,190 | 14,202 | 0.02% | 0.02% | 60 | +13,019 | 19.38% | Q3 2026 | Oct 21, 2026 |
| Maniro Ltd | History | No change | 71,067 | 13,627 | 3.06% | 3.06% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 70,671 | 13,551 | 0.16% | 0.16% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 69,831 | 13,390 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 75,086 | 13,298 | 2.4% | 2.41% | 64 | +4,778 | 6.8% | Q3 2026 | Oct 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 68,169 | 13,071 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Black Swift Group, LLC | History | No change | 65,022 | 12,467 | 1.8% | 1.8% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 70,082 | 12,412 | 0.07% | 0.07% | 67 | +6,472 | 10.17% | Q3 2026 | Oct 27, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Added to | 69,851 | 12,371 | 4.42% | 4.38% | 68 | +1,800 | 2.65% | Q3 2026 | Oct 06, 2026 |
| Crumly & Associates Inc. | History | Added to | 69,834 | 12,368 | 2.19% | 2.13% | 69 | +11,739 | 20.21% | Q3 2026 | Oct 07, 2026 |
| Hobart Private Capital, LLC | History | Added to | 66,716 | 11,816 | 2.0% | 2.15% | 70 | +1,484 | 2.27% | Q3 2026 | Oct 19, 2026 |
| Prospera Financial Services Inc | History | Added to | 71,496 | 11,773 | 0.15% | 0.13% | 71 | +25,184 | 54.38% | Q3 2026 | Nov 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 61,307 | 11,755 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 64,783 | 11,473 | 0.76% | 0.9% | 73 | -7,634 | -10.54% | Q3 2026 | Oct 08, 2026 |
| Csenge Advisory Group | History | Added to | 64,109 | 11,354 | 0.45% | 0.29% | 74 | +26,435 | 70.17% | Q3 2026 | Nov 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 59,709 | 10,575 | 0.06% | 0.07% | 75 | +5,133 | 9.41% | Q3 2026 | Oct 26, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 59,337 | 10,509 | 2.08% | 1.79% | 76 | +11,734 | 24.65% | Q3 2026 | Oct 13, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 58,999 | 10,449 | 1.25% | 1.73% | 77 | -11,877 | -16.76% | Q3 2026 | Nov 03, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 58,180 | 10,304 | 0.17% | 0.18% | 78 | +8,184 | 16.37% | Q3 2026 | Oct 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 57,318 | 10,151 | 0.07% | 0.07% | 79 | +12,626 | 28.25% | Q3 2026 | Oct 16, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Added to | 56,381 | 9,985 | 5.57% | 5.96% | 80 | +792 | 1.42% | Q3 2026 | Oct 09, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 52,020 | 9,974 | 0.07% | 0.07% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 51,767 | 9,926 | 0.12% | 0.12% | 82 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 55,238 | 9,783 | 0.74% | 0.77% | 83 | -3,851 | -6.52% | Q3 2026 | Oct 13, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 55,100 | 9,758 | 2.79% | 3.03% | 84 | +1,932 | 3.63% | Q3 2026 | Oct 23, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 54,783 | 9,702 | 0.04% | 0.05% | 85 | -5,672 | -9.38% | Q3 2026 | Oct 28, 2026 |
| PFG Investments, LLC | History | No change | 49,150 | 9,424 | 0.37% | 0.37% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 47,918 | 9,188 | 0.12% | 0.12% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 47,723 | 9,150 | 0.06% | 0.06% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 46,566 | 8,898 | 0.58% | 0.58% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PECAUT & CO. | History | Added to | 50,186 | 8,888 | 2.57% | 2.88% | 90 | +824 | 1.67% | Q3 2026 | Oct 27, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | New | 46,989 | 8,594 | 2.47% | — | 91 | +46,989 | New | Q3 2026 | Oct 09, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 48,303 | 8,554 | 2.56% | 2.42% | 92 | +1,264 | 2.69% | Q3 2026 | Oct 16, 2026 |
| Bogart Wealth, LLC | History | No change | 44,008 | 8,438 | 0.29% | 0.29% | 93 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 47,047 | 8,332 | 0.09% | 0.09% | 94 | +3,052 | 6.94% | Q3 2026 | Oct 30, 2026 |
| Rathbones Group PLC | History | No change | 42,600 | 8,168 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bank of New York Mellon Corp | History | No change | 42,308 | 8,112 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 41,257 | 7,911 | 0.88% | 0.88% | 97 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HMS Capital Management, LLC | History | Added to | 44,574 | 7,894 | 2.99% | 2.86% | 98 | +4,690 | 11.76% | Q3 2026 | Oct 20, 2026 |
| MAI Capital Management | History | No change | 41,162 | 7,892 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 40,400 | 7,746 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | No change | 39,224 | 7,521 | 5.39% | 5.39% | 101 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 38,943 | 7,467 | 0.08% | 0.08% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 38,923 | 7,464 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 41,997 | 7,438 | 0.29% | 0.35% | 104 | -2,711 | -6.06% | Q3 2026 | Oct 23, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 37,976 | 7,310 | 0.9% | 0.9% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 41,127 | 7,284 | 1.42% | 1.56% | 106 | +152 | 0.37% | Q3 2026 | Oct 16, 2026 |
| Waverly Advisors, LLC | History | No change | 36,379 | 6,975 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 35,499 | 6,840 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 38,481 | 6,815 | 0.07% | 0.09% | 109 | -4,693 | -10.87% | Q3 2026 | Oct 26, 2026 |
| Trivium Point Advisory, LLC | History | No change | 35,350 | 6,778 | 0.61% | 0.61% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 33,940 | 6,508 | 1.45% | 1.45% | 111 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Private Wealth Advisors, LLC | History | No change | 33,567 | 6,436 | 1.65% | 1.65% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SageGuard Financial Group, LLC | History | No change | 33,161 | 6,358 | 0.89% | 0.89% | 113 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 35,408 | 6,271 | 0.11% | 0.11% | 114 | +4,061 | 12.95% | Q3 2026 | Oct 13, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 35,184 | 6,231 | 1.1% | 1.23% | 115 | -948 | -2.62% | Q3 2026 | Oct 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 34,473 | 6,105 | 0.16% | 0.11% | 116 | +11,797 | 52.02% | Q3 2026 | Oct 13, 2026 |
| WPG Advisers, LLC | History | Reduced | 33,965 | 6,015 | 3.26% | 3.83% | 117 | -40 | -0.12% | Q3 2026 | Oct 27, 2026 |
| WCG Wealth Advisors LLC | History | No change | 31,171 | 5,977 | 0.14% | 0.14% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graney & King, LLC | History | No change | 30,864 | 5,918 | 2.13% | 2.13% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 33,285 | 5,895 | 0.15% | 0.15% | 120 | +2,439 | 7.91% | Q3 2026 | Oct 22, 2026 |
| Sanctuary Advisors, LLC | History | No change | 30,669 | 5,880 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABLE Financial Group, LLC | History | Added to | 32,791 | 5,807 | 0.91% | 1.01% | 122 | +1,250 | 3.96% | Q3 2026 | Oct 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 32,633 | 5,779 | 0.59% | 0.54% | 123 | +3,871 | 13.46% | Q3 2026 | Oct 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 32,239 | 5,764 | 0.34% | 0.35% | 124 | +1,237 | 3.99% | Q3 2026 | Nov 02, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Added to | 32,163 | 5,696 | 3.25% | 3.2% | 125 | +2,443 | 8.22% | Q3 2026 | Oct 19, 2026 |
| Sigma Planning Corp | History | Added to | 32,180 | 5,690 | 0.15% | 0.13% | 126 | +4,516 | 16.32% | Q3 2026 | Oct 23, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 29,643 | 5,684 | 0.38% | 0.38% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Biltmore Family Office, LLC | History | Added to | 31,841 | 5,639 | 0.75% | 0.29% | 128 | +20,186 | 173.2% | Q3 2026 | Nov 03, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 29,197 | 5,598 | 1.02% | 1.02% | 129 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RFG Advisory, LLC | History | Added to | 31,599 | 5,596 | 0.08% | 0.07% | 130 | +9,709 | 44.35% | Q3 2026 | Nov 03, 2026 |
| VVR Holdings LLC | History | Added to | 31,045 | 5,498 | 2.27% | 1.67% | 131 | +10,857 | 53.78% | Q3 2026 | Oct 19, 2026 |
| Norris Financial Group, LLC | History | No change | 28,249 | 5,416 | 2.16% | 2.16% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | No change | 27,953 | 5,360 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 29,689 | 5,258 | 1.8% | 1.77% | 134 | +2,279 | 8.31% | Q3 2026 | Oct 20, 2026 |
| Ferguson Shapiro LLC | History | Reduced | 29,680 | 5,256 | 1.53% | 1.97% | 135 | -5,470 | -15.56% | Q3 2026 | Oct 16, 2026 |
| Eagle Strategies LLC | History | Reduced | 29,439 | 5,214 | 0.51% | 0.56% | 136 | -6 | -0.02% | Q3 2026 | Oct 16, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Added to | 29,156 | 5,163 | 2.44% | 2.42% | 137 | +2,298 | 8.56% | Q3 2026 | Oct 15, 2026 |
| Owen LaRue, LLC | History | No change | 26,584 | 5,097 | 1.77% | 1.77% | 138 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 25,991 | 4,985 | 0.08% | 0.08% | 139 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| StoneX Group Inc. | History | Added to | 28,022 | 4,962 | 0.18% | 0.17% | 140 | +5,618 | 25.08% | Q3 2026 | Nov 03, 2026 |
| Oxford Wealth Group, LLC | History | No change | 25,848 | 4,956 | 2.22% | 2.22% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 25,801 | 4,947 | 0.16% | 0.16% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | No change | 25,582 | 4,905 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mutual Advisors, LLC | History | No change | 25,548 | 4,898 | 0.09% | 0.09% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 25,303 | 4,851 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | No change | 25,386 | 4,849 | 0.99% | 0.99% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hamilton Wealth, LLC | History | No change | 24,843 | 4,763 | 0.87% | 0.87% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BIP Wealth, LLC | History | Added to | 26,846 | 4,754 | 0.13% | 0.14% | 148 | +1,999 | 8.05% | Q3 2026 | Oct 22, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 25,078 | 4,749 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 24,340 | 4,667 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arch Global Advisors, LLC | History | Added to | 26,281 | 4,654 | 1.94% | 2.08% | 151 | +1,777 | 7.25% | Q3 2026 | Oct 23, 2026 |
| Concorde Asset Management, LLC | History | No change | 23,869 | 4,576 | 2.65% | 2.65% | 152 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 23,827 | 4,568 | 0.08% | 0.08% | 153 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 23,603 | 4,525 | 0.07% | 0.07% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 25,518 | 4,519 | 0.07% | 0.08% | 155 | +702 | 2.83% | Q3 2026 | Oct 28, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 23,521 | 4,510 | 0.17% | 0.17% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hedeker Wealth, LLC | History | Added to | 25,445 | 4,506 | 0.83% | 0.87% | 157 | +1,571 | 6.58% | Q3 2026 | Oct 23, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 24,800 | 4,392 | 0.33% | 0.49% | 158 | -14,689 | -37.2% | Q3 2026 | Oct 28, 2026 |
| Cumberland Partners Ltd | History | No change | 22,596 | 4,332 | 0.28% | 0.28% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Empowered Funds, LLC | History | No change | 22,174 | 4,251 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | New | 23,926 | 4,237 | 0.05% | — | 161 | +23,926 | New | Q3 2026 | Nov 03, 2026 |
| GTS SECURITIES LLC | History | No change | 21,540 | 4,130 | 0.09% | 0.09% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | No change | 21,210 | 4,067 | 0.14% | 0.14% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Reduced | 22,772 | 4,033 | 2.23% | 3.78% | 164 | -9,650 | -29.76% | Q3 2026 | Oct 29, 2026 |
| Spire Wealth Management | History | Added to | 22,740 | 4,027 | 0.12% | 0.1% | 165 | +5,187 | 29.55% | Q3 2026 | Oct 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 20,716 | 3,972 | 0.05% | 0.05% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | No change | 20,370 | 3,906 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 19,921 | 3,819 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Journey Beyond Wealth, LLC | History | Added to | 21,544 | 3,815 | 2.89% | 2.49% | 169 | +4,893 | 29.39% | Q3 2026 | Nov 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 19,328 | 3,706 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 19,290 | 3,698 | 0.9% | 0.9% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WILLIAM JOHN SEMPOLINSKI | History | Added to | 20,260 | 3,588 | 1.39% | 1.5% | 172 | +835 | 4.3% | Q3 2026 | Oct 20, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 19,703 | 3,489 | 0.19% | 0.19% | 173 | +1,561 | 8.6% | Q3 2026 | Oct 26, 2026 |
| Summit Financial, LLC | History | No change | 17,993 | 3,450 | 0.04% | 0.04% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 17,907 | 3,433 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 19,358 | 3,428 | 0.14% | 0.16% | 176 | +289 | 1.52% | Q3 2026 | Nov 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 17,800 | 3,413 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 17,700 | 3,394 | 0.37% | 0.37% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 17,172 | 3,292 | 1.02% | 1.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 18,586 | 3,291 | 0.04% | 0.05% | 180 | +1,405 | 8.18% | Q3 2026 | Nov 03, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 18,569 | 3,288 | 0.06% | 0.05% | 181 | +3,032 | 19.51% | Q3 2026 | Oct 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 18,564 | 3,287 | 0.14% | 0.15% | 182 | +2,962 | 18.98% | Q3 2026 | Oct 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 16,947 | 3,249 | 0.05% | 0.05% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 18,218 | 3,226 | 0.32% | 0.66% | 184 | -19,594 | -51.82% | Q3 2026 | Oct 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 16,632 | 3,189 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 17,703 | 3,135 | 1.69% | 1.78% | 186 | -1,145 | -6.07% | Q3 2026 | Oct 29, 2026 |
| Triumph Capital Management | History | Added to | 17,592 | 3,115 | 0.54% | 0.58% | 187 | +869 | 5.2% | Q3 2026 | Oct 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 15,990 | 3,066 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 17,231 | 3,051 | 0.07% | 0.09% | 189 | -1,031 | -5.65% | Q3 2026 | Nov 04, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 16,986 | 3,008 | 0.36% | 0.34% | 190 | +2,156 | 14.54% | Q3 2026 | Oct 21, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 15,537 | 2,979 | 0.1% | 0.1% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 16,607 | 2,941 | 0.7% | 0.73% | 192 | +966 | 6.18% | Q3 2026 | Oct 09, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 16,066 | 2,845 | 1.12% | 1.21% | 193 | +1,625 | 11.25% | Q3 2026 | Nov 03, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 17,073 | 2,792 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 15,536 | 2,751 | 0.3% | 0.26% | 195 | +3,677 | 31.01% | Q3 2026 | Oct 30, 2026 |
| Capital Wealth Alliance, LLC | History | New | 15,288 | 2,707 | 1.18% | — | 196 | +15,288 | New | Q3 2026 | Oct 20, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 14,080 | 2,699 | 0.16% | 0.16% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Moors & Cabot, Inc. | History | No change | 14,006 | 2,685 | 0.1% | 0.1% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | No change | 13,786 | 2,643 | 0.26% | 0.26% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 14,739 | 2,610 | 1.29% | 1.25% | 200 | +519 | 3.65% | Q3 2026 | Oct 27, 2026 |
| VestGen Advisors, LLC | History | Added to | 14,734 | 2,609 | 0.08% | 0.08% | 201 | +717 | 5.12% | Q3 2026 | Oct 27, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | No change | 13,578 | 2,603 | 1.99% | 1.99% | 202 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 13,525 | 2,593 | 0.05% | 0.05% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 14,565 | 2,579 | 0.08% | 0.03% | 204 | +10,093 | 225.69% | Q3 2026 | Oct 23, 2026 |
| Visionary Wealth Advisors | History | Reduced | 14,538 | 2,574 | 0.1% | 0.12% | 205 | -1,462 | -9.14% | Q3 2026 | Nov 04, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 14,526 | 2,572 | 0.23% | 0.36% | 206 | -5,827 | -28.63% | Q3 2026 | Nov 02, 2026 |
| Sage Capital Management, LLC | History | Added to | 14,519 | 2,572 | 0.98% | 1.09% | 207 | +14 | 0.1% | Q3 2026 | Oct 20, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 14,436 | 2,556 | 1.91% | 2.04% | 208 | +113 | 0.79% | Q3 2026 | Nov 02, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 12,986 | 2,490 | 0.12% | 0.12% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 14,013 | 2,481 | 0.03% | 0.03% | 210 | +545 | 4.05% | Q3 2026 | Oct 23, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 13,983 | 2,476 | 0.22% | 0.2% | 211 | +2,112 | 17.79% | Q3 2026 | Nov 02, 2026 |
| Fire Capital Management LLC | History | Added to | 13,828 | 2,449 | 0.64% | 0.78% | 212 | +3,818 | 38.14% | Q3 2026 | Oct 27, 2026 |
| Wiser Advisor Group LLC | History | No change | 12,767 | 2,447 | 2.68% | 2.68% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 12,579 | 2,412 | 0.12% | 0.12% | 214 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 12,569 | 2,409 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dakota Wealth Management | History | No change | 12,301 | 2,358 | 0.05% | 0.05% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 13,312 | 2,357 | 0.04% | 0.05% | 217 | -47 | -0.35% | Q3 2026 | Oct 16, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 17,810 | 2,348 | 1.36% | 1.46% | 218 | +135 | 0.76% | Q3 2026 | Nov 03, 2026 |
| Moran Wealth Management, LLC | History | Added to | 12,881 | 2,281 | 0.06% | 0.06% | 219 | +872 | 7.26% | Q3 2026 | Oct 22, 2026 |
| Montis Financial, LLC | History | Reduced | 12,354 | 2,188 | 0.45% | 0.5% | 220 | -414 | -3.24% | Q3 2026 | Nov 04, 2026 |
| TradeWell Securities, LLC. | History | Added to | 12,022 | 2,129 | 0.72% | 0.66% | 221 | +2,406 | 25.02% | Q3 2026 | Oct 21, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 10,865 | 2,083 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 10,294 | 1,973 | 0.63% | 0.63% | 223 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cambridge Advisors Inc. | History | Added to | 11,102 | 1,966 | 0.34% | 0.36% | 224 | +317 | 2.94% | Q3 2026 | Oct 19, 2026 |
| James T. Borello RIA | History | No change | 11,039 | 1,955 | 0.41% | 0.46% | 225 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Alpha Financial Partners LLC | History | No change | 10,096 | 1,936 | 1.02% | 1.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waycross Investment Management Co | History | Reduced | 10,929 | 1,935 | 1.56% | 5.76% | 227 | -28,526 | -72.3% | Q3 2026 | Oct 14, 2026 |
| ARS Investment Partners, LLC | History | No change | 9,969 | 1,911 | 0.08% | 0.08% | 228 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 10,584 | 1,874 | 1.48% | 1.8% | 229 | -2,497 | -19.09% | Q3 2026 | Oct 09, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 10,572 | 1,872 | 0.55% | 0.54% | 230 | +1,461 | 16.04% | Q3 2026 | Oct 29, 2026 |
| Cottage Street Advisors LLC | History | Added to | 10,551 | 1,868 | 0.72% | 0.59% | 231 | +2,562 | 32.07% | Q3 2026 | Oct 16, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 9,704 | 1,860 | 0.77% | 0.77% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alexis Investment Partners, LLC | History | No change | 9,804 | 1,846 | 1.08% | 1.08% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tradition Wealth Management, LLC | History | No change | 9,503 | 1,822 | 0.11% | 0.11% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantum Private Wealth, LLC | History | Added to | 10,191 | 1,805 | 0.46% | 0.47% | 235 | +603 | 6.29% | Q3 2026 | Oct 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 10,181 | 1,803 | 0.04% | 0.04% | 236 | -101 | -0.98% | Q3 2026 | Nov 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 10,089 | 1,786 | 0.07% | 0.07% | 237 | +837 | 9.05% | Q3 2026 | Oct 26, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 9,276 | 1,778 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOS Asset Management, LLC | History | Reduced | 9,989 | 1,769 | 0.41% | 0.46% | 239 | -307 | -2.98% | Q3 2026 | Oct 09, 2026 |
| Signature Equity Partners, LLC | History | Added to | 9,885 | 1,750 | 0.61% | 0.67% | 240 | +2,248 | 29.44% | Q3 2026 | Oct 29, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 8,994 | 1,724 | 0.71% | 0.71% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 8,767 | 1,681 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LeClair Wealth Partners LLC | History | No change | 8,767 | 1,681 | 0.87% | 0.87% | 243 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sovran Advisors, LLC | History | Added to | 9,837 | 1,675 | 0.12% | 0.1% | 244 | +1,906 | 24.03% | Q3 2026 | Oct 30, 2026 |
| Benson Wealth Management INC | History | No change | 8,574 | 1,644 | 1.65% | 1.65% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| United Advisor Group, LLC | History | Added to | 9,232 | 1,635 | 0.16% | 0.17% | 246 | +949 | 11.46% | Q3 2026 | Nov 02, 2026 |
| Curran Financial Partners, LLC | History | New | 9,043 | 1,601 | 0.26% | — | 247 | +9,043 | New | Q3 2026 | Nov 04, 2026 |
| Elequin Capital, LP | History | No change | 8,281 | 1,587 | 0.05% | 0.05% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | No change | 8,255 | 1,582 | 0.47% | 0.47% | 249 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cedrus Wealth Group LLC | History | No change | 8,242 | 1,580 | 1.38% | 1.38% | 250 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arrowroot Family Office, LLC | History | No change | 8,208 | 1,573 | 0.45% | 0.45% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PKS Advisory Services, LLC | History | No change | 8,193 | 1,572 | 0.25% | 0.25% | 252 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 7,906 | 1,516 | 0.24% | 0.24% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital CS Group, LLC | History | Reduced | 8,533 | 1,511 | 1.12% | 1.44% | 254 | -956 | -10.07% | Q3 2026 | Oct 29, 2026 |
| FMR LLC | History | No change | 7,844 | 1,503 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Banque Transatlantique SA | History | No change | 7,715 | 1,479 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kovack Advisors, Inc. | History | No change | 7,675 | 1,466 | 0.07% | 0.07% | 257 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fortis Group Advisors, LLC | History | No change | 7,646 | 1,466 | 0.23% | 0.23% | 258 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 8,214 | 1,454 | 0.06% | 0.07% | 259 | -1,373 | -14.32% | Q3 2026 | Oct 08, 2026 |
| FDx Advisors, Inc. | History | No change | 7,542 | 1,446 | 0.44% | 0.44% | 260 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 7,540 | 1,445 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Addison Advisors LLC | History | No change | 7,540 | 1,445 | 0.68% | 0.68% | 262 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concentrum Wealth Management | History | No change | 7,527 | 1,443 | 0.35% | 0.35% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 8,125 | 1,439 | 0.44% | 0.43% | 264 | +511 | 6.71% | Q3 2026 | Oct 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 7,338 | 1,407 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 7,909 | 1,400 | 0.09% | 0.1% | 266 | -63 | -0.79% | Q3 2026 | Oct 08, 2026 |
| Western Wealth Management, LLC | History | No change | 7,264 | 1,392 | 0.05% | 0.05% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 7,197 | 1,380 | 0.09% | 0.09% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 7,196 | 1,379 | 0.43% | 0.43% | 269 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | Added to | 7,781 | 1,378 | 0.0% | 0.0% | 270 | +808 | 11.59% | Q3 2026 | Nov 02, 2026 |
| CreativeOne Wealth, LLC | History | No change | 7,054 | 1,352 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REAP Financial Group, LLC | History | Reduced | 7,604 | 1,346 | 0.22% | 0.25% | 272 | -11 | -0.14% | Q3 2026 | Nov 02, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 7,516 | 1,331 | 0.72% | 0.88% | 273 | -786 | -9.47% | Q3 2026 | Nov 03, 2026 |
| Advisory Services Network, LLC | History | No change | 6,782 | 1,300 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Greenwich Wealth Management LLC | History | No change | 6,691 | 1,283 | 0.05% | 0.05% | 275 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 6,669 | 1,278 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keystone Financial Group | History | No change | 6,568 | 1,259 | 0.07% | 0.07% | 277 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 7,073 | 1,252 | 0.87% | 0.94% | 278 | -487 | -6.44% | Q3 2026 | Oct 23, 2026 |
| Sonoma Allocations LLC | History | No change | 6,544 | 1,238 | 0.38% | 0.38% | 279 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CPR Investments Inc. | History | Added to | 6,968 | 1,234 | 0.92% | 0.63% | 280 | +2,668 | 62.05% | Q3 2026 | Oct 26, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 6,823 | 1,208 | 0.37% | 0.37% | 281 | +369 | 5.72% | Q3 2026 | Oct 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 6,796 | 1,203 | 0.04% | 0.03% | 282 | +1,877 | 38.16% | Q3 2026 | Oct 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,708 | 1,195 | 0.0% | 0.0% | 283 | -2,158 | -24.34% | Q3 2026 | Oct 13, 2026 |
| IFG Advisory, LLC | History | No change | 6,236 | 1,195 | 0.04% | 0.04% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 6,206 | 1,190 | 0.24% | 0.24% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,691 | 1,185 | 0.01% | 0.01% | 286 | -424 | -5.96% | Q3 2026 | Oct 08, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 6,176 | 1,184 | 0.05% | 0.05% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 6,658 | 1,179 | 0.04% | 0.05% | 288 | -1,076 | -13.91% | Q3 2026 | Oct 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 6,116 | 1,172 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequent Planning LLC | History | No change | 6,025 | 1,155 | 0.25% | 0.25% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smith Asset Management Co., LLC | History | Added to | 6,490 | 1,149 | 0.94% | 0.7% | 291 | +1,836 | 39.45% | Q3 2026 | Oct 16, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 5,953 | 1,144 | 0.58% | 0.58% | 292 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Rehmann Capital Advisory Group | History | No change | 5,884 | 1,128 | 0.05% | 0.05% | 293 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 5,771 | 1,106 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Elevate Capital Advisors, LLC | History | Added to | 6,219 | 1,101 | 0.63% | 0.36% | 295 | +2,776 | 80.63% | Q3 2026 | Nov 02, 2026 |
| Intellectus Partners, LLC | History | No change | 5,705 | 1,093 | 0.19% | 0.19% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Maridea Wealth Management LLC | History | No change | 5,704 | 1,093 | 0.12% | 0.12% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealth Watch Advisors, INC | History | No change | 5,524 | 1,059 | 0.34% | 0.34% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 5,842 | 1,056 | 0.13% | 0.13% | 299 | +104 | 1.81% | Q3 2026 | Oct 16, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Added to | 5,915 | 1,047 | 0.46% | 0.48% | 300 | +10 | 0.17% | Q3 2026 | Oct 22, 2026 |