FIRST TRUST EXCHANGE-TRADED FUND IV - LMBS
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 | 15,749,351 | 784,002 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 13,749,810 | 684,465 | 0.15% | 0.15% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,707,317 | 284,110 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 4,963,253 | 247,070 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,275,132 | 212,816 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,358,268 | 167,174 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 2,737,725 | 136,283 | 0.12% | 0.12% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 2,112,029 | 105,136 | 0.1% | 0.1% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,030,760 | 101,091 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,820,529 | 90,625 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,625,681 | 78,780 | 0.1% | 0.1% | 11 | +91,970 | 6.0% | Q3 2026 | Nov 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,351,222 | 67,263 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 1,349,939 | 65,418 | 0.45% | 0.56% | 13 | +34,589 | 2.63% | Q3 2026 | Oct 16, 2026 |
| Berger Financial Group, Inc | History | No change | 1,139,455 | 56,722 | 2.9% | 2.9% | 14 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,019,474 | 50,749 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 952,240 | 47,402 | 3.47% | 3.47% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Csenge Advisory Group | History | Added to | 957,878 | 46,418 | 1.83% | 1.82% | 17 | +56,084 | 6.22% | Q3 2026 | Nov 04, 2026 |
| Harvest Investment Services, LLC | History | No change | 902,106 | 44,906 | 6.94% | 6.94% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 799,678 | 39,835 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 762,206 | 37,953 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 718,902 | 35,786 | 0.48% | 0.48% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 737,499 | 35,739 | 0.06% | 0.06% | 22 | +94,201 | 14.64% | Q3 2026 | Oct 21, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 678,374 | 33,769 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 626,833 | 30,376 | 1.49% | 1.57% | 24 | +6,840 | 1.1% | Q3 2026 | Oct 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 614,280 | 29,768 | 0.07% | 0.09% | 25 | -135,281 | -18.05% | Q3 2026 | Nov 02, 2026 |
| Trilogy Capital Inc. | History | Added to | 604,813 | 29,309 | 1.12% | 1.11% | 26 | +30,046 | 5.23% | Q3 2026 | Oct 20, 2026 |
| Private Advisor Group, LLC | History | No change | 569,240 | 28,336 | 0.13% | 0.13% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prospera Financial Services Inc | History | Added to | 567,429 | 27,800 | 0.36% | 0.38% | 28 | +42,952 | 8.19% | Q3 2026 | Nov 04, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 568,608 | 27,554 | 3.02% | 2.7% | 29 | +96,802 | 20.52% | Q3 2026 | Oct 30, 2026 |
| Financial Enhancement Group LLC | History | New | 537,884 | 26,081 | 3.0% | — | 30 | +537,884 | New | Q3 2026 | Oct 08, 2026 |
| &PARTNERS | History | No change | 521,063 | 25,938 | 0.11% | 0.11% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 504,821 | 25,129 | 0.16% | 0.16% | 32 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 482,534 | 24,020 | 0.23% | 0.23% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 469,054 | 23,349 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| W1M Asset Management Ltd | History | No change | 455,785 | 22,682 | 0.21% | 0.21% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | Added to | 466,172 | 22,590 | 0.22% | 0.22% | 36 | +17,343 | 3.86% | Q3 2026 | Oct 22, 2026 |
| Cerity Partners LLC | History | No change | 423,154 | 21,064 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 427,270 | 20,705 | 2.35% | 2.39% | 38 | +6,805 | 1.62% | Q3 2026 | Oct 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 403,638 | 20,093 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFC Planning, Inc. | History | No change | 390,916 | 19,459 | 0.79% | 0.79% | 40 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Carrera Capital Advisors | History | Added to | 397,160 | 19,246 | 2.73% | 2.76% | 41 | +23,214 | 6.21% | Q3 2026 | Nov 03, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 384,997 | 18,656 | 1.02% | 1.66% | 42 | -174,943 | -31.24% | Q3 2026 | Oct 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 363,830 | 17,631 | 0.02% | 0.02% | 43 | +36,299 | 11.08% | Q3 2026 | Oct 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 358,049 | 17,351 | 0.05% | 0.05% | 44 | +52,138 | 17.04% | Q3 2026 | Nov 02, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 356,372 | 17,269 | 1.75% | 1.28% | 45 | +95,740 | 36.73% | Q3 2026 | Oct 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 355,931 | 17,248 | 0.18% | 0.19% | 46 | +3,027 | 0.86% | Q3 2026 | Oct 30, 2026 |
| TD Capital Management LLC | History | No change | 346,384 | 17,242 | 1.41% | 1.41% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| American Financial Advisors, LLC | History | No change | 341,860 | 17,017 | 2.05% | 2.05% | 48 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TL Private Wealth | History | Reduced | 348,651 | 16,961 | 6.07% | 6.38% | 49 | -2,459 | -0.7% | Q3 2026 | Oct 13, 2026 |
| Prism Advisors, Inc. | History | Added to | 344,206 | 16,745 | 4.2% | 3.83% | 50 | +27,635 | 8.73% | Q3 2026 | Oct 09, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 332,148 | 16,534 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 323,800 | 15,691 | 3.16% | 3.38% | 52 | -12,570 | -3.74% | Q3 2026 | Oct 19, 2026 |
| Secure Asset Management, LLC | History | Added to | 319,464 | 15,481 | 2.06% | 2.07% | 53 | +22,556 | 7.6% | Q3 2026 | Oct 19, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 303,619 | 15,114 | 0.48% | 0.48% | 54 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Carter Financial, LLC | History | No change | 271,854 | 13,532 | 10.15% | 10.15% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 276,309 | 13,394 | 4.5% | 4.52% | 56 | +9,153 | 3.43% | Q3 2026 | Oct 16, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 261,396 | 13,012 | 1.24% | 1.24% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 258,857 | 12,885 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 261,239 | 12,659 | 2.31% | 2.43% | 59 | +2,437 | 0.94% | Q3 2026 | Oct 20, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 253,730 | 12,630 | 0.23% | 0.23% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 254,299 | 12,323 | 0.25% | 0.23% | 61 | +32,782 | 14.8% | Q3 2026 | Nov 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 244,622 | 12,177 | 0.06% | 0.06% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 242,146 | 12,054 | 0.12% | 0.12% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Reduced | 246,067 | 11,924 | 4.26% | 7.04% | 64 | -175,801 | -41.67% | Q3 2026 | Oct 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 239,372 | 11,915 | 0.24% | 0.24% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Certified Advisory Corp | History | Added to | 244,128 | 11,830 | 0.98% | 0.88% | 66 | +24,519 | 11.16% | Q3 2026 | Oct 29, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 235,027 | 11,389 | 0.86% | 1.0% | 67 | -78,179 | -24.96% | Q3 2026 | Oct 28, 2026 |
| PFS Partners, LLC | History | Reduced | 234,867 | 11,381 | 4.62% | 4.77% | 68 | -1,647 | -0.7% | Q3 2026 | Oct 21, 2026 |
| Grove Bank & Trust | History | Added to | 232,966 | 11,289 | 1.12% | 1.08% | 69 | +13,552 | 6.18% | Q3 2026 | Oct 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 231,276 | 11,207 | 0.08% | 0.07% | 70 | +45,757 | 24.66% | Q3 2026 | Oct 08, 2026 |
| WESBANCO BANK INC | History | Added to | 230,286 | 11,159 | 0.37% | 0.28% | 71 | +4,954 | 2.2% | Q3 2026 | Nov 04, 2026 |
| CITIGROUP INC | History | Added to | 228,512 | 11,073 | 0.0% | 0.0% | 72 | +12,883 | 5.97% | Q3 2026 | Nov 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 227,032 | 11,001 | 0.5% | 0.01% | 73 | +224,888 | 10489.18% | Q3 2026 | Nov 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 217,699 | 10,837 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 221,950 | 10,755 | 1.15% | 1.15% | 75 | +13,310 | 6.38% | Q3 2026 | Oct 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 215,502 | 10,727 | 0.29% | 0.29% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 219,475 | 10,635 | 3.58% | 3.38% | 77 | +19,473 | 9.74% | Q3 2026 | Oct 23, 2026 |
| Petix & Botte Co | History | No change | 207,621 | 10,335 | 2.08% | 2.08% | 78 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 207,679 | 10,064 | 0.05% | 0.06% | 79 | -941 | -0.45% | Q3 2026 | Oct 27, 2026 |
| LexAurum Advisors, LLC | History | Added to | 204,005 | 9,886 | 1.11% | 1.11% | 80 | +10,755 | 5.57% | Q3 2026 | Oct 19, 2026 |
| IFP Advisors, Inc | History | Reduced | 199,587 | 9,671 | 0.17% | 0.24% | 81 | -70,762 | -26.17% | Q3 2026 | Oct 16, 2026 |
| Darwin Wealth Management, LLC | History | No change | 192,500 | 9,582 | 2.62% | 2.62% | 82 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TCP Asset Management, LLC | History | Added to | 194,149 | 9,414 | 1.06% | 1.07% | 83 | +5,338 | 2.83% | Q3 2026 | Oct 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 183,745 | 9,146 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 179,754 | 8,948 | 4.13% | 4.13% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | No change | 173,123 | 8,618 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 169,635 | 8,444 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MRA Advisory Group | History | Added to | 170,684 | 8,271 | 3.09% | 2.67% | 88 | +22,482 | 15.17% | Q3 2026 | Oct 07, 2026 |
| Fairway Financial, LLC | History | Added to | 170,481 | 8,261 | 5.17% | 4.96% | 89 | +24,629 | 16.89% | Q3 2026 | Oct 20, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 170,031 | 8,241 | 1.7% | 1.88% | 90 | -5,198 | -2.97% | Q3 2026 | Oct 16, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 165,085 | 8,217 | 0.17% | 0.17% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 164,855 | 8,206 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STEPHENS INC /AR/ | History | No change | 163,049 | 8,116 | 0.09% | 0.09% | 93 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IMA Advisory Services, Inc. | History | No change | 149,848 | 7,459 | 0.47% | 0.47% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EdgeRock Capital LLC | History | Added to | 153,209 | 7,424 | 1.61% | 1.69% | 95 | +3,165 | 2.11% | Q3 2026 | Nov 03, 2026 |
| Mutual Advisors, LLC | History | No change | 143,639 | 7,150 | 0.13% | 0.13% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 141,131 | 7,025 | 0.17% | 0.17% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 141,308 | 6,847 | 2.61% | 2.51% | 98 | +3,624 | 2.63% | Q3 2026 | Oct 30, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 141,028 | 6,834 | 1.93% | 1.9% | 99 | +5,221 | 3.84% | Q3 2026 | Nov 02, 2026 |
| CITADEL ADVISORS LLC | History | No change | 137,190 | 6,829 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| RFG Advisory, LLC | History | Reduced | 135,765 | 6,579 | 0.09% | 0.11% | 101 | -3,881 | -2.78% | Q3 2026 | Nov 03, 2026 |
| Summit Financial, LLC | History | No change | 132,127 | 6,577 | 0.07% | 0.07% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | History | No change | 127,932 | 6,368 | 0.15% | 0.15% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | Reduced | 131,152 | 6,355 | 1.33% | 1.37% | 104 | -2,306 | -1.73% | Q3 2026 | Oct 27, 2026 |
| Kirkwood Financial Services | History | No change | 127,287 | 6,337 | 1.81% | 1.81% | 105 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Heartland Bank & Trust Co | History | No change | 126,644 | 6,304 | 1.3% | 1.3% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 125,279 | 6,236 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Triumph Capital Management | History | Reduced | 118,308 | 5,733 | 1.0% | 1.22% | 108 | -16,816 | -12.44% | Q3 2026 | Oct 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 114,948 | 5,725 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 112,574 | 5,603 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 115,286 | 5,586 | 0.09% | 0.11% | 111 | -23,891 | -17.17% | Q3 2026 | Oct 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 108,213 | 5,387 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 108,167 | 5,241 | 1.56% | 1.52% | 113 | +8,730 | 8.78% | Q3 2026 | Oct 20, 2026 |
| Equitable Holdings, Inc. | History | No change | 105,087 | 5,231 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 104,575 | 5,067 | 0.05% | 0.06% | 115 | -4,615 | -4.23% | Q3 2026 | Oct 26, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 103,629 | 5,021 | 2.99% | 3.81% | 116 | -26,141 | -20.14% | Q3 2026 | Oct 13, 2026 |
| Friedenthal Financial | History | Added to | 102,556 | 4,969 | 2.15% | 2.05% | 117 | +13,347 | 14.96% | Q3 2026 | Oct 27, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 98,050 | 4,880 | 0.05% | 0.05% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| James J. Burns & Company, LLC | History | Added to | 100,235 | 4,857 | 0.52% | 0.52% | 119 | +4,619 | 4.83% | Q3 2026 | Oct 22, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 95,777 | 4,641 | 0.12% | 0.12% | 120 | +1,190 | 1.26% | Q3 2026 | Oct 22, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 90,717 | 4,396 | 0.12% | 0.12% | 121 | -4,288 | -4.51% | Q3 2026 | Oct 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 87,761 | 4,368 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Added to | 88,417 | 4,284 | 0.46% | 0.53% | 123 | +82 | 0.09% | Q3 2026 | Oct 30, 2026 |
| Atria Investments, Inc | History | Added to | 84,158 | 4,078 | 0.04% | 0.04% | 124 | +3,670 | 4.56% | Q3 2026 | Oct 15, 2026 |
| Cornerstone Financial Management LLC | History | No change | 80,173 | 3,990 | 3.2% | 3.2% | 125 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 79,251 | 3,840 | 0.11% | 0.1% | 126 | +13,801 | 21.09% | Q3 2026 | Oct 08, 2026 |
| Sanctuary Advisors, LLC | History | No change | 75,475 | 3,757 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Premier Private Wealth Management LLC | History | No change | 72,686 | 3,618 | 3.17% | 3.17% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 70,890 | 3,528 | 0.29% | 0.29% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 72,017 | 3,489 | 0.06% | 0.06% | 130 | +7,031 | 10.82% | Q3 2026 | Oct 21, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 68,731 | 3,330 | 1.84% | 1.88% | 131 | +195 | 0.28% | Q3 2026 | Oct 07, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 67,791 | 3,285 | 1.12% | 1.14% | 132 | +8,511 | 14.36% | Q3 2026 | Nov 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 65,706 | 3,270 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | No change | 65,423 | 3,256 | 0.11% | 0.11% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 65,307 | 3,250 | 0.21% | 0.21% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trivium Point Advisory, LLC | History | No change | 64,810 | 3,226 | 0.29% | 0.29% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 66,056 | 3,201 | 0.02% | 0.02% | 137 | +8,838 | 15.45% | Q3 2026 | Oct 26, 2026 |
| Insight Inv LLC | History | Added to | 65,489 | 3,173 | 1.51% | 1.48% | 138 | +2,589 | 4.12% | Q3 2026 | Oct 26, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 63,556 | 3,163 | 0.24% | 0.24% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 63,444 | 3,158 | 0.19% | 0.19% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 64,521 | 3,126 | 0.29% | 0.3% | 141 | -1 | -0.0% | Q3 2026 | Oct 26, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 61,013 | 3,037 | 0.18% | 0.18% | 142 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 59,846 | 2,979 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IHT Wealth Management, LLC | History | No change | 59,667 | 2,970 | 0.06% | 0.06% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITY HOLDING CO | History | Added to | 58,510 | 2,834 | 0.32% | 0.32% | 145 | +799 | 1.38% | Q3 2026 | Oct 19, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 56,596 | 2,817 | 0.11% | 0.11% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 57,765 | 2,799 | 0.43% | 0.45% | 147 | +979 | 1.72% | Q3 2026 | Oct 22, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 57,463 | 2,784 | 2.64% | 2.76% | 148 | -11,793 | -17.03% | Q3 2026 | Oct 22, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 55,078 | 2,725 | 0.38% | 0.38% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 55,175 | 2,673 | 0.04% | 0.04% | 150 | +691 | 1.27% | Q3 2026 | Oct 22, 2026 |
| Abbot Financial Management, Inc. | History | No change | 53,440 | 2,660 | 0.91% | 0.91% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Added to | 54,752 | 2,653 | 1.78% | 1.45% | 152 | +12,205 | 28.69% | Q3 2026 | Oct 15, 2026 |
| Plus Group Wealth Advisors LLC | History | Reduced | 54,696 | 2,650 | 2.37% | 2.57% | 153 | -129 | -0.24% | Q3 2026 | Oct 19, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 52,886 | 2,632 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 53,553 | 2,595 | 0.05% | 0.04% | 155 | +10,655 | 24.84% | Q3 2026 | Oct 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 52,125 | 2,525 | 0.07% | 0.05% | 156 | +22,749 | 77.44% | Q3 2026 | Oct 23, 2026 |
| Independent Wealth Network Inc. | History | Added to | 51,503 | 2,495 | 0.63% | 0.61% | 157 | +3,266 | 6.77% | Q3 2026 | Oct 19, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 53,042 | 2,465 | 1.85% | 1.85% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Maridea Wealth Management LLC | History | No change | 49,095 | 2,443 | 0.26% | 0.26% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 49,201 | 2,384 | 0.1% | 0.18% | 160 | -181,733 | -78.69% | Q3 2026 | Oct 21, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 47,338 | 2,356 | 0.57% | 0.57% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Traction Financial Partners, LLC | History | No change | 46,660 | 2,322 | 1.23% | 1.23% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 45,549 | 2,267 | 0.14% | 0.14% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 45,200 | 2,250 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 45,628 | 2,211 | 0.2% | 0.24% | 165 | -7,894 | -14.75% | Q3 2026 | Nov 02, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 45,462 | 2,203 | 0.78% | 0.78% | 166 | +2,204 | 5.1% | Q3 2026 | Oct 13, 2026 |
| Clear Point Advisors Inc. | History | Added to | 45,446 | 2,202 | 1.5% | 2.0% | 167 | +54 | 0.12% | Q3 2026 | Oct 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 44,790 | 2,171 | 0.13% | 0.15% | 168 | -3,994 | -8.19% | Q3 2026 | Oct 30, 2026 |
| APS Management Group, Inc. | History | Reduced | 43,678 | 2,116 | 1.52% | 2.3% | 169 | -16,443 | -27.35% | Q3 2026 | Oct 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 42,184 | 2,099 | 0.59% | 0.59% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Patten Group, Inc. | History | Added to | 43,119 | 2,089 | 0.32% | 0.28% | 171 | +6,755 | 18.58% | Q3 2026 | Oct 26, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 42,864 | 2,077 | 0.01% | 0.01% | 172 | -1,675 | -3.76% | Q3 2026 | Oct 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 42,653 | 2,066 | 0.06% | 0.06% | 173 | -1,806 | -4.06% | Q3 2026 | Oct 27, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 42,563 | 2,065 | 1.77% | 1.76% | 174 | +2,430 | 6.05% | Q3 2026 | Oct 16, 2026 |
| SMART Wealth LLC | History | Reduced | 42,214 | 2,045 | 0.42% | 0.52% | 175 | -6,636 | -13.58% | Q3 2026 | Nov 04, 2026 |
| Chris Bulman Inc | History | Reduced | 41,638 | 2,017 | 0.71% | 0.76% | 176 | -261 | -0.62% | Q3 2026 | Oct 20, 2026 |
| O'Connor Financial Group LLC | History | Added to | 41,599 | 2,015 | 0.71% | 0.57% | 177 | +9,134 | 28.13% | Q3 2026 | Oct 26, 2026 |
| Center For Asset Management LLC | History | Added to | 41,237 | 1,998 | 0.9% | 0.83% | 178 | +3,658 | 9.73% | Q3 2026 | Oct 16, 2026 |
| Midwest Financial Group LLC | History | Added to | 39,055 | 1,892 | 0.64% | 0.67% | 179 | +742 | 1.94% | Q3 2026 | Oct 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 37,917 | 1,888 | 0.05% | 0.05% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 38,742 | 1,877 | 1.47% | 1.43% | 181 | +3,090 | 8.67% | Q3 2026 | Oct 20, 2026 |
| ProCore Advisors, LLC | History | Reduced | 38,333 | 1,857 | 2.26% | 2.51% | 182 | -2,408 | -5.91% | Q3 2026 | Oct 13, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 38,220 | 1,852 | 0.53% | 0.75% | 183 | -10,322 | -21.26% | Q3 2026 | Oct 26, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 37,169 | 1,801 | 0.46% | 0.45% | 184 | +148 | 0.4% | Q3 2026 | Oct 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 36,034 | 1,793 | 0.06% | 0.06% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 36,000 | 1,792 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 36,707 | 1,778 | 1.07% | 1.11% | 187 | -413 | -1.11% | Q3 2026 | Oct 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 36,620 | 1,774 | 0.02% | 0.02% | 188 | +2,450 | 7.17% | Q3 2026 | Oct 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 35,285 | 1,756 | 0.07% | 0.07% | 189 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Reduced | 36,091 | 1,748 | 0.65% | 0.79% | 190 | -1,463 | -3.9% | Q3 2026 | Oct 15, 2026 |
| AE Wealth Management LLC | History | No change | 34,601 | 1,722 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ascentis Independent Advisors | History | Added to | 35,439 | 1,717 | 0.1% | 0.06% | 192 | +35,003 | 8028.21% | Q3 2026 | Nov 03, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 35,061 | 1,699 | 1.43% | 1.5% | 193 | -107 | -0.3% | Q3 2026 | Oct 08, 2026 |
| Sigma Planning Corp | History | Reduced | 33,991 | 1,649 | 0.04% | 0.06% | 194 | -15,206 | -30.91% | Q3 2026 | Oct 23, 2026 |
| Team Financial Group, LLC | History | Added to | 33,933 | 1,644 | 0.65% | 0.67% | 195 | +2,205 | 6.95% | Q3 2026 | Oct 30, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 33,899 | 1,642 | 0.94% | 2.41% | 196 | -52,806 | -60.9% | Q3 2026 | Oct 20, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 33,794 | 1,637 | 0.4% | 0.37% | 197 | +3,246 | 10.63% | Q3 2026 | Oct 19, 2026 |
| Arcadia Wealth Management, Inc. | History | No change | 32,856 | 1,635 | 0.78% | 0.78% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 32,821 | 1,633 | 0.83% | 0.83% | 199 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 33,292 | 1,619 | 0.0% | 0.0% | 200 | +5,241 | 18.68% | Q3 2026 | Oct 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 32,511 | 1,618 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kovack Advisors, Inc. | History | No change | 32,026 | 1,593 | 0.08% | 0.08% | 202 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Maia Wealth LLC | History | Reduced | 32,617 | 1,580 | 0.22% | 0.26% | 203 | -3,503 | -9.7% | Q3 2026 | Oct 19, 2026 |
| NewEdge Wealth, LLC | History | No change | 31,259 | 1,556 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 31,980 | 1,549 | 0.05% | 0.16% | 205 | -65,668 | -67.25% | Q3 2026 | Nov 04, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 31,249 | 1,514 | 0.07% | 0.08% | 206 | -2,037 | -6.12% | Q3 2026 | Oct 20, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 31,125 | 1,508 | 0.15% | 0.16% | 207 | -1,300 | -4.01% | Q3 2026 | Oct 22, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 30,739 | 1,489 | 0.28% | 0.35% | 208 | -5,059 | -14.13% | Q3 2026 | Oct 16, 2026 |
| Balefire, LLC | History | Added to | 30,581 | 1,481 | 0.23% | 0.24% | 209 | +866 | 2.91% | Q3 2026 | Oct 09, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 29,625 | 1,474 | 0.1% | 0.1% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wall Street Financial Group, Inc. | History | No change | 29,324 | 1,459 | 0.78% | 0.78% | 211 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Synergy Asset Management, LLC | History | No change | 28,369 | 1,412 | 0.13% | 0.13% | 212 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Belpointe Asset Management LLC | History | No change | 28,100 | 1,398 | 0.05% | 0.05% | 213 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advisory Services Network, LLC | History | No change | 27,586 | 1,373 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avestar Capital, LLC | History | Added to | 28,059 | 1,359 | 0.11% | 0.05% | 215 | +9,449 | 50.77% | Q3 2026 | Oct 28, 2026 |
| Mariner, LLC | History | No change | 26,547 | 1,321 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ATWOOD & PALMER INC | History | No change | 27,025 | 1,309 | 0.07% | 0.07% | 217 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 26,387 | 1,286 | 0.02% | 0.03% | 218 | +971 | 3.82% | Q3 2026 | Oct 26, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 25,900 | 1,255 | 0.18% | 0.11% | 219 | +10,139 | 64.33% | Q3 2026 | Oct 19, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 25,655 | 1,243 | 0.19% | 0.18% | 220 | +4,192 | 19.53% | Q3 2026 | Oct 26, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 17,359 | 1,221 | 0.21% | 0.3% | 221 | -15,606 | -47.34% | Q3 2026 | Nov 03, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 24,452 | 1,184 | 0.32% | 0.34% | 222 | +200 | 0.82% | Q3 2026 | Oct 22, 2026 |
| PlanVest Financial, Inc | History | No change | 23,085 | 1,149 | 0.77% | 0.77% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 23,068 | 1,148 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 23,016 | 1,145 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 23,379 | 1,132 | 0.22% | 0.25% | 226 | -1,859 | -7.37% | Q3 2026 | Nov 02, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 23,325 | 1,130 | 0.01% | 0.01% | 227 | -1,314 | -5.33% | Q3 2026 | Oct 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 22,344 | 1,112 | 0.05% | 0.05% | 228 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 22,790 | 1,103 | 0.24% | 0.25% | 229 | -84 | -0.37% | Q3 2026 | Oct 28, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 22,546 | 1,092 | 0.37% | 0.38% | 230 | -285 | -1.25% | Q3 2026 | Oct 20, 2026 |
| KINTRA WEALTH, LLC | History | No change | 21,758 | 1,081 | 0.06% | 0.06% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| S Harris Financial Group, LLC | History | No change | 21,721 | 1,081 | 0.84% | 0.84% | 232 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 21,677 | 1,079 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 21,511 | 1,070 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 21,246 | 1,057 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 21,736 | 1,053 | 1.17% | — | 236 | +21,736 | New | Q3 2026 | Oct 27, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 21,145 | 1,052 | 0.18% | 0.18% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | Reduced | 21,603 | 1,046 | 1.04% | 1.0% | 238 | -873 | -3.88% | Q3 2026 | Oct 15, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 21,474 | 1,042 | 0.19% | 0.19% | 239 | +551 | 2.63% | Q3 2026 | Nov 03, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 21,271 | 1,030 | 0.08% | 0.07% | 240 | +4,626 | 27.79% | Q3 2026 | Oct 20, 2026 |
| TradeWell Securities, LLC. | History | Added to | 20,728 | 1,004 | 0.34% | 0.16% | 241 | +11,978 | 136.89% | Q3 2026 | Oct 21, 2026 |
| Helium Advisors LLC | History | Reduced | 20,446 | 990 | 0.86% | 0.87% | 242 | -630 | -2.99% | Q3 2026 | Oct 23, 2026 |
| Southland Equity Partners LLC | History | Added to | 20,143 | 976 | 0.17% | 0.12% | 243 | +6,135 | 43.8% | Q3 2026 | Oct 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 19,507 | 971 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 19,425 | 966 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAM Wealth Management, LLC | History | Added to | 19,452 | 942 | 0.51% | 0.6% | 247 | +286 | 1.49% | Q3 2026 | Oct 15, 2026 |
| Bank of New York Mellon Corp | History | No change | 18,929 | 942 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Faithward Advisors, LLC | History | No change | 18,514 | 921 | 0.11% | 0.11% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 18,529 | 897 | 0.03% | 0.02% | 249 | +1,424 | 8.33% | Q3 2026 | Oct 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 17,912 | 891 | 0.13% | 0.13% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital CS Group, LLC | History | Reduced | 18,351 | 889 | 0.66% | 0.77% | 251 | -1,267 | -6.46% | Q3 2026 | Oct 29, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 17,790 | 885 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Watch Advisors, INC | History | No change | 17,436 | 867 | 0.28% | 0.28% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 17,294 | 838 | 0.38% | 0.39% | 254 | +26 | 0.15% | Q3 2026 | Nov 02, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 16,445 | 818 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 16,826 | 815 | 0.29% | 0.58% | 257 | -4,225 | -20.07% | Q3 2026 | Oct 13, 2026 |
| World Investment Advisors | History | No change | 16,370 | 815 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 16,315 | 812 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 16,747 | 811 | 0.05% | 0.02% | 259 | +9,481 | 130.48% | Q3 2026 | Oct 08, 2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | History | Added to | 16,351 | 792 | 0.59% | 0.64% | 260 | +24 | 0.15% | Q3 2026 | Oct 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 15,880 | 790 | 0.1% | 0.1% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 15,998 | 775 | 0.41% | 1.81% | 262 | -50,077 | -75.79% | Q3 2026 | Oct 19, 2026 |
| Ascent Group, LLC | History | Added to | 15,946 | 772 | 0.02% | 0.02% | 263 | +46 | 0.29% | Q3 2026 | Oct 30, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 15,347 | 763 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sovran Advisors, LLC | History | Reduced | 15,534 | 758 | 0.05% | 0.29% | 265 | -64,323 | -80.55% | Q3 2026 | Oct 30, 2026 |
| BostonPremier Wealth LLC | History | Reduced | 15,271 | 740 | 0.3% | 0.33% | 266 | -433 | -2.76% | Q3 2026 | Oct 15, 2026 |
| HighPoint Advisor Group LLC | History | No change | 14,604 | 727 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 14,967 | 725 | 0.21% | 0.22% | 268 | -376 | -2.45% | Q3 2026 | Oct 09, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 14,534 | 704 | 0.21% | 0.27% | 269 | -3,237 | -18.22% | Q3 2026 | Oct 15, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 13,971 | 695 | 0.06% | 0.06% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 13,957 | 676 | 0.57% | 0.52% | 272 | +988 | 7.62% | Q3 2026 | Oct 30, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 13,588 | 676 | 0.08% | 0.08% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | Added to | 13,856 | 671 | 0.02% | 0.02% | 273 | +2,189 | 18.76% | Q3 2026 | Oct 30, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 13,841 | 670 | 0.14% | 0.15% | 274 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Argent Advisors, Inc. | History | No change | 13,352 | 664 | 0.17% | 0.17% | 275 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 13,299 | 662 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Creative Planning | History | Added to | 13,525 | 655 | 0.0% | 0.0% | 277 | +1,115 | 8.98% | Q3 2026 | Nov 02, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 13,329 | 645 | 0.02% | 0.02% | 278 | +2,610 | 24.35% | Q3 2026 | Oct 23, 2026 |
| Valley Financial Group, Inc. | History | No change | 12,851 | 639 | 0.32% | 0.32% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 13,152 | 637 | 0.42% | 0.57% | 280 | -4,689 | -26.28% | Q3 2026 | Oct 27, 2026 |
| MAI Capital Management | History | No change | 12,762 | 635 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 12,576 | 626 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 12,836 | 622 | 0.02% | — | 284 | +12,836 | New | Q3 2026 | Oct 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 12,855 | 622 | 0.03% | 0.02% | 283 | +5,360 | 71.51% | Q3 2026 | Oct 28, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 12,796 | 620 | 0.01% | 0.02% | 285 | -735 | -5.43% | Q3 2026 | Oct 16, 2026 |
| Ballew Advisors, Inc | History | Added to | 12,482 | 605 | 0.3% | 0.32% | 286 | +100 | 0.81% | Q3 2026 | Oct 05, 2026 |
| Park Square Financial Group, LLC | History | No change | 11,954 | 595 | 5.37% | 5.37% | 287 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 12,119 | 588 | 0.04% | 0.04% | 288 | -1,179 | -8.87% | Q3 2026 | Nov 02, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 12,075 | 585 | 0.16% | 0.2% | 289 | -1,900 | -13.6% | Q3 2026 | Nov 02, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 11,788 | 573 | 0.05% | 0.04% | 290 | +3,873 | 48.93% | Q3 2026 | Oct 20, 2026 |
| Entelevest, LLC | History | No change | 11,112 | 553 | 0.47% | 0.47% | 291 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 11,306 | 547 | 0.04% | 0.04% | 292 | -277 | -2.39% | Q3 2026 | Oct 26, 2026 |
| Summit Wealth Partners, LLC | History | No change | 10,936 | 544 | 0.08% | 0.08% | 293 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFG Advisory, LLC | History | No change | 10,737 | 534 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Realta Investment Advisors | History | Added to | 11,010 | 533 | 0.16% | 0.16% | 295 | +970 | 9.66% | Q3 2026 | Oct 14, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 10,787 | 522 | 0.52% | 0.66% | 296 | -2,215 | -17.04% | Q3 2026 | Oct 27, 2026 |
| Grantvest Financial Group LLC | History | Added to | 10,541 | 510 | 0.29% | 0.17% | 297 | +4,481 | 73.94% | Q3 2026 | Oct 21, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 10,142 | 504 | 0.21% | 0.21% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goldstone Financial Group, LLC | History | No change | 10,122 | 503 | 0.05% | 0.05% | 299 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 10,315 | 499 | 0.17% | 0.11% | 300 | +4,231 | 69.54% | Q3 2026 | Nov 03, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | No change | 9,987 | 497 | 0.03% | 0.03% | 301 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 9,990 | 497 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Quantinno Capital Management LP | History | No change | 9,896 | 492 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,853 | 490 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 9,774 | 473 | 0.26% | 0.34% | 305 | -2,763 | -22.04% | Q3 2026 | Oct 15, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 9,738 | 471 | 0.24% | 1.02% | 307 | -27,043 | -73.52% | Q3 2026 | Oct 26, 2026 |
| GeoWealth Management, LLC | History | No change | 9,481 | 471 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Claro Advisors Inc. | History | Added to | 9,706 | 470 | 0.05% | 0.05% | 308 | +741 | 8.27% | Q3 2026 | Nov 02, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 9,378 | 465 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 9,292 | 462 | 0.05% | 0.05% | 310 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | No change | 9,244 | 460 | 0.22% | 0.22% | 311 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Embree Financial Group | History | Reduced | 9,430 | 456 | 0.04% | 0.05% | 312 | -360 | -3.68% | Q3 2026 | Oct 22, 2026 |
| WEALTH EFFECTS LLC | History | No change | 9,394 | 455 | 0.12% | 0.13% | 313 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Meridian Wealth Management, LLC | History | No change | 8,923 | 444 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 8,924 | 444 | 0.07% | 0.07% | 315 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rehmann Capital Advisory Group | History | No change | 8,885 | 442 | 0.02% | 0.02% | 316 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 9,053 | 438 | 0.11% | 0.11% | 317 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| 626 Financial, LLC | History | Reduced | 8,915 | 432 | 0.17% | 0.18% | 318 | -536 | -5.67% | Q3 2026 | Nov 04, 2026 |
| Strategic Blueprint, LLC | History | Added to | 8,758 | 424 | 0.02% | 0.01% | 319 | +4,318 | 97.25% | Q3 2026 | Oct 22, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 8,658 | 419 | 0.08% | 0.08% | 321 | +1,098 | 14.52% | Q3 2026 | Oct 19, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 8,469 | 419 | 0.41% | 0.41% | 320 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Family Legacy, Inc. | History | No change | 8,513 | 412 | 0.11% | 0.11% | 322 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Hamilton Wealth, LLC | History | No change | 7,956 | 396 | 0.07% | 0.07% | 323 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Narwhal Capital Management | History | New | 8,143 | 394 | 0.03% | — | 326 | +8,143 | New | Q3 2026 | Nov 04, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 7,917 | 394 | 0.07% | 0.07% | 324 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| OakTrust Wealth Advisors, LLC | History | No change | 7,921 | 394 | 0.34% | 0.34% | 325 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Laraway Financial Advisors Inc | History | No change | 7,810 | 388 | 0.24% | 0.24% | 327 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BankPlus Wealth Management LLC | History | Reduced | 7,960 | 385 | 0.17% | 0.19% | 328 | -734 | -8.44% | Q3 2026 | Oct 13, 2026 |
| 1776 Wealth LLC | History | No change | 7,675 | 382 | 0.13% | 0.13% | 329 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 7,674 | 381 | 0.06% | 0.06% | 330 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Leo Wealth, LLC | History | New | 7,858 | 380 | 0.08% | — | 331 | +7,858 | New | Q3 2026 | Oct 26, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 7,455 | 371 | 0.11% | 0.11% | 332 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ignite Planners, LLC | History | New | 7,637 | 370 | 0.05% | — | 333 | +7,637 | New | Q3 2026 | Oct 14, 2026 |
| PFG Advisors | History | Reduced | 7,473 | 362 | 0.02% | 0.02% | 334 | -839 | -10.09% | Q3 2026 | Oct 15, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 7,446 | 360 | 0.29% | 0.29% | 335 | +129 | 1.76% | Q3 2026 | Oct 19, 2026 |
| J.M. Arbour, LLC | History | No change | 7,249 | 360 | 0.31% | 0.31% | 336 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 7,349 | 356 | 0.01% | 0.03% | 337 | -12,584 | -63.13% | Q3 2026 | Oct 23, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | No change | 1,337 | 353 | 0.15% | 0.15% | 338 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NOVEM GROUP | History | Added to | 7,220 | 349 | 0.03% | 0.03% | 339 | +1,667 | 30.02% | Q3 2026 | Oct 19, 2026 |
| Wealth Management Associates, Inc. | History | No change | 6,714 | 334 | 0.09% | 0.09% | 340 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 6,632 | 330 | 0.06% | 0.06% | 341 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 6,770 | 328 | 0.06% | 0.39% | 342 | -51,068 | -88.29% | Q3 2026 | Oct 20, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | New | 6,702 | 324 | 0.17% | — | 343 | +6,702 | New | Q3 2026 | Oct 29, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 6,455 | 321 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 6,210 | 309 | 0.11% | 0.11% | 345 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 6,270 | 303 | 0.08% | 0.1% | 346 | -1,244 | -16.56% | Q3 2026 | Oct 19, 2026 |
| Rossby Financial, LCC | History | No change | 6,063 | 301 | 0.06% | 0.06% | 347 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 5,981 | 297 | 0.07% | 0.07% | 348 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Luminist Capital LLC | History | No change | 5,886 | 293 | 0.33% | 0.33% | 349 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 5,946 | 288 | 0.19% | 0.24% | 350 | -2,095 | -26.05% | Q3 2026 | Oct 07, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 5,766 | 287 | 0.13% | 0.13% | 351 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5,702 | 283 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 5,824 | 282 | 0.01% | 0.01% | 353 | +1,408 | 31.88% | Q3 2026 | Oct 29, 2026 |
| Balboa Wealth Partners | History | Added to | 5,784 | 280 | 0.04% | 0.04% | 354 | +348 | 6.4% | Q3 2026 | Oct 20, 2026 |
| Black Swift Group, LLC | History | No change | 5,520 | 274 | 0.04% | 0.04% | 355 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cypress Capital Group | History | Added to | 5,550 | 268 | 0.02% | 0.02% | 356 | +230 | 4.32% | Q3 2026 | Nov 03, 2026 |
| Holos Integrated Wealth LLC | History | No change | 5,516 | 268 | 0.12% | 0.13% | 357 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| TFB Advisors LLC | History | Reduced | 5,506 | 266 | 0.11% | 0.13% | 359 | -207 | -3.62% | Q3 2026 | Nov 02, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 5,361 | 266 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Ancora Advisors LLC | History | No change | 5,285 | 263 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 5,275 | 263 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 5,240 | 260 | 0.05% | 0.05% | 362 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 5,306 | 257 | 0.01% | 0.01% | 363 | +714 | 15.55% | Q3 2026 | Oct 13, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 5,284 | 256 | 0.1% | 0.1% | 364 | -195 | -3.56% | Q3 2026 | Oct 26, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 5,122 | 248 | 0.06% | 0.05% | 365 | +412 | 8.75% | Q3 2026 | Oct 08, 2026 |
| Tidemark, LLC | History | No change | 4,957 | 246 | 0.06% | 0.06% | 366 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waterloo Capital, L.P. | History | No change | 4,894 | 243 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Talon Private Wealth, LLC | History | No change | 4,898 | 243 | 0.03% | 0.03% | 368 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 5,001 | 242 | 0.03% | 0.03% | 369 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 4,926 | 238 | 0.06% | 0.07% | 370 | -802 | -14.0% | Q3 2026 | Oct 02, 2026 |
| Alessandra Capital Management, LLC | History | No change | 4,900 | 237 | 0.17% | 0.17% | 371 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 4,698 | 233 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 4,775 | 231 | 0.08% | 0.08% | 373 | +18 | 0.38% | Q3 2026 | Oct 23, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 4,742 | 229 | 0.07% | 0.06% | 374 | +191 | 4.2% | Q3 2026 | Oct 21, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 4,722 | 228 | 0.01% | 0.02% | 376 | +302 | 6.83% | Q3 2026 | Oct 29, 2026 |
| RMR Wealth Builders | History | Reduced | 4,716 | 228 | 0.01% | 0.01% | 375 | -8 | -0.17% | Q3 2026 | Oct 22, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 4,683 | 226 | 0.14% | 0.14% | 378 | +28 | 0.6% | Q3 2026 | Nov 03, 2026 |
| Sargent Investment Group, LLC | History | No change | 4,560 | 226 | 0.03% | 0.03% | 377 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 4,600 | 222 | 0.01% | — | 379 | +4,600 | New | Q3 2026 | Oct 30, 2026 |
| Capital Square, LLC | History | New | 4,576 | 221 | 0.1% | — | 381 | +4,576 | New | Q3 2026 | Oct 19, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 4,448 | 221 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 4,502 | 218 | 0.03% | 0.03% | 383 | +414 | 10.13% | Q3 2026 | Oct 20, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 4,500 | 218 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Ferguson Shapiro LLC | History | Reduced | 4,484 | 217 | 0.06% | 1.01% | 384 | -64,780 | -93.53% | Q3 2026 | Oct 16, 2026 |
| Rubicon Advisors, GP | History | Added to | 4,474 | 216 | 0.15% | 0.16% | 385 | +25 | 0.56% | Q3 2026 | Oct 23, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 4,437 | 215 | 0.01% | 0.01% | 386 | -584 | -11.63% | Q3 2026 | Oct 09, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 4,295 | 213 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 4,301 | 208 | 0.1% | 1.4% | 388 | -42,332 | -90.78% | Q3 2026 | Oct 15, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 4,268 | 206 | 0.01% | 0.01% | 389 | -255 | -5.64% | Q3 2026 | Oct 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,965 | 197 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 3,755 | 181 | 0.12% | 0.12% | 391 | +140 | 3.87% | Q3 2026 | Oct 09, 2026 |
| Highland Investment Advisors LLC | History | No change | 3,499 | 174 | 0.08% | 0.08% | 392 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | New | 3,358 | 162 | 0.0% | — | 393 | +3,358 | New | Q3 2026 | Oct 15, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 3,328 | 161 | 0.09% | 0.08% | 394 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,200 | 159 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 3,255 | 157 | 0.04% | 0.06% | 396 | -1,070 | -24.74% | Q3 2026 | Oct 21, 2026 |
| FIRST HORIZON CORP | History | No change | 3,235 | 156 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Larson Financial Group LLC | History | No change | 2,761 | 137 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Noble Wealth Management PBC | History | Added to | 2,479 | 120 | 0.05% | 0.05% | 399 | +206 | 9.06% | Q3 2026 | Oct 01, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2,275 | 113 | 0.04% | 0.04% | 400 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 2,223 | 110 | 0.05% | 0.05% | 401 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,171 | 105 | 0.0% | 0.0% | 402 | +21 | 0.98% | Q3 2026 | Nov 03, 2026 |
| MTM Investment Management, LLC | History | No change | 2,173 | 105 | 0.03% | 0.03% | 403 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| US BANCORP \DE\ | History | No change | 1,841 | 91 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,645 | 79 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Allworth Financial LP | History | No change | 1,543 | 76 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 98,408 | 73 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NBT BANK, N.A. | History | Reduced | 1,431 | 69 | 0.0% | 0.01% | 408 | -1,015 | -41.5% | Q3 2026 | Oct 21, 2026 |
| Mosley Wealth Management | History | Reduced | 1,055 | 51 | 0.01% | 0.02% | 409 | -101 | -8.74% | Q3 2026 | Oct 16, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 1,021 | 49 | 0.01% | 0.01% | 410 | -12 | -1.16% | Q3 2026 | Oct 21, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 900 | 43 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 871 | 42 | 0.01% | 0.02% | 412 | -318 | -26.75% | Q3 2026 | Oct 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 826 | 41 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 724 | 36 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smithfield Trust Co | History | No change | 725 | 36 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 702 | 34 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avion Wealth | History | No change | 622 | 30 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Root Financial Partners, LLC | History | New | 586 | 28 | 0.0% | — | 419 | +586 | New | Q3 2026 | Oct 21, 2026 |
| VIMA LLC | History | No change | 593 | 28 | 0.03% | 0.03% | 418 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 540 | 26 | 0.02% | 0.02% | 421 | +64 | 13.45% | Q3 2026 | Nov 02, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 540 | 26 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 525 | 25 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Signature Equity Partners, LLC | History | New | 467 | 22 | 0.01% | — | 423 | +467 | New | Q3 2026 | Oct 29, 2026 |
| Y.D. More Investments Ltd | History | No change | 450 | 21 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Go Invest LLC | History | Reduced | 384 | 18 | 0.0% | 0.0% | 425 | -16 | -4.0% | Q3 2026 | Oct 08, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 334 | 16 | 0.01% | 0.01% | 428 | -113 | -25.28% | Q3 2026 | Nov 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 335 | 16 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 338 | 16 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 318 | 15 | 0.0% | 0.0% | 429 | -3,730 | -92.14% | Q3 2026 | Oct 28, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 307 | 15 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 284 | 14 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cheviot Value Management, LLC | History | No change | 255 | 12 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Truvestments Capital LLC | History | No change | 222 | 11 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 125 | 6 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 122 | 6 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 127 | 6 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| William Mack & Associates, Inc. | History | New | 81 | 3 | 0.0% | — | 442 | +81 | New | Q3 2026 | Oct 27, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | New | 64 | 3 | 0.0% | — | 441 | +64 | New | Q3 2026 | Oct 16, 2026 |
| Key Capital Management, INC | History | Reduced | 66 | 3 | 0.0% | 0.0% | 439 | -2 | -2.94% | Q3 2026 | Nov 03, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 75 | 3 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Synergy Investment Management, LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 68 | 3 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitlin John, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 48 | 2 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 39 | 1 | 0.0% | — | 448 | +39 | New | Q3 2026 | Oct 27, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 35 | 1 | 0.0% | 0.0% | 446 | -1 | -2.78% | Q3 2026 | Oct 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dunhill Financial, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Indivisible Partners | History | Closed out | 0 | 0 | — | 0.33% | — | -118,154 | -100.0% | Q3 2026 | Oct 26, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | Closed out | 0 | 0 | — | 2.53% | — | -86,743 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Stenger Family Office, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -49,064 | -100.0% | Q3 2026 | Oct 22, 2026 |
| PARK NATIONAL CORP /OH/ | History | Closed out | 0 | 0 | — | 0.04% | — | -29,782 | -100.0% | Q3 2026 | Oct 05, 2026 |
| Providence First Trust Co | History | Closed out | 0 | 0 | — | 0.2% | — | -14,614 | -100.0% | Q3 2026 | Nov 02, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,326 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Platform Technology Partners | History | Closed out | 0 | 0 | — | 0.06% | — | -7,226 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,255 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,919 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Genesee Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,564 | -100.0% | Q3 2026 | Oct 20, 2026 |
| SAPIENT CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,278 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Kaydan Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -4,127 | -100.0% | Q3 2026 | Oct 08, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -3,056 | -100.0% | Q3 2026 | Oct 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,604 | -100.0% | Q3 2026 | Oct 29, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,090 | -100.0% | Q3 2026 | Oct 13, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 19 | 0 | — | 0.01% | — | -383 | -95.27% | Q3 2026 | Nov 02, 2026 |
| Mascoma Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -318 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -185 | -98.93% | Q3 2026 | Nov 04, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Strive Financial Group ,LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |