FIRST TRUST EXCHANGE-TRADED FUND - QQEW
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 1,368,025 | 218,336 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 802,586 | 128,092 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 634,074 | 101,198 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 391,041 | 62,410 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 295,085 | 47,096 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 270,962 | 43,245 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 151,670 | 24,207 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 136,579 | 22,225 | 0.06% | 0.07% | 8 | +492 | 0.36% | Q3 2026 | Nov 02, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 128,492 | 20,508 | 1.89% | 1.89% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 123,270 | 19,684 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 118,574 | 19,296 | 0.04% | 0.04% | 11 | +47 | 0.04% | Q3 2026 | Nov 02, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 107,361 | 17,470 | 2.23% | 2.19% | 12 | -462 | -0.43% | Q3 2026 | Oct 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 86,576 | 13,817 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 85,194 | 13,597 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 82,793 | 13,213 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CX Institutional | History | Added to | 80,960 | 13,175 | 0.36% | 0.36% | 16 | +1,999 | 2.53% | Q3 2026 | Oct 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 72,543 | 11,804 | 0.02% | 0.02% | 17 | -14,417 | -16.58% | Q3 2026 | Nov 02, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 69,334 | 11,282 | 1.08% | 1.01% | 18 | -37 | -0.05% | Q3 2026 | Oct 19, 2026 |
| Cetera Investment Advisers | History | No change | 68,383 | 10,913 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 60,744 | 9,694 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 57,444 | 9,168 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trinity Wealth Management, LLC | History | New | 56,056 | 9,121 | 2.89% | — | 22 | +56,056 | New | Q3 2026 | Oct 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 52,834 | 8,352 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 52,259 | 8,340 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 50,976 | 8,135 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 50,087 | 7,738 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frisch Financial Group, Inc. | History | No change | 46,886 | 7,482 | 1.28% | 1.28% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 45,352 | 7,238 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Davis Investment Partners, LLC | History | Added to | 42,657 | 6,941 | 2.15% | 1.84% | 29 | +4,717 | 12.43% | Q3 2026 | Nov 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 36,891 | 6,003 | 0.23% | 0.26% | 30 | +5,826 | 18.75% | Q3 2026 | Oct 13, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 34,467 | 5,608 | 0.52% | 0.55% | 31 | -825 | -2.34% | Q3 2026 | Oct 23, 2026 |
| Prospera Financial Services Inc | History | Added to | 36,913 | 5,586 | 0.07% | 0.04% | 32 | +18,608 | 101.66% | Q3 2026 | Nov 04, 2026 |
| Baird Financial Group, Inc. | History | No change | 34,442 | 5,496 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Shakespeare Wealth Management, LLC | History | New | 33,584 | 5,465 | 1.06% | — | 34 | +33,584 | New | Q3 2026 | Oct 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 34,171 | 5,453 | 0.05% | 0.05% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stenger Family Office, LLC | History | Reduced | 32,644 | 5,265 | 0.72% | 0.83% | 36 | -281 | -0.85% | Q3 2026 | Oct 22, 2026 |
| Darwin Wealth Management, LLC | History | No change | 32,425 | 5,175 | 1.42% | 1.42% | 37 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fiduciary Alliance LLC | History | New | 30,091 | 4,896 | 0.37% | — | 38 | +30,091 | New | Q3 2026 | Oct 13, 2026 |
| Crumly & Associates Inc. | History | No change | 29,243 | 4,758 | 0.84% | 0.89% | 39 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Cresset Asset Management, LLC | History | No change | 29,797 | 4,755 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 27,541 | 4,395 | 0.09% | 0.09% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHOREO, LLC | History | Reduced | 25,878 | 4,211 | 0.04% | 0.05% | 42 | -202 | -0.77% | Q3 2026 | Oct 28, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 25,209 | 4,102 | 0.0% | 0.01% | 43 | -1,518 | -5.68% | Q3 2026 | Oct 30, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 24,472 | 3,905 | 0.22% | 0.22% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 23,428 | 3,739 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 23,148 | 3,694 | 0.24% | 0.24% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 22,529 | 3,666 | 0.03% | 0.04% | 47 | +971 | 4.5% | Q3 2026 | Oct 28, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 21,941 | 3,570 | 0.27% | 0.23% | 48 | -256 | -1.15% | Q3 2026 | Oct 28, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 21,420 | 3,485 | 0.02% | 0.02% | 49 | -38 | -0.18% | Q3 2026 | Oct 27, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 20,273 | 3,299 | 0.02% | — | 50 | +20,273 | New | Q3 2026 | Oct 16, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 20,045 | 3,199 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 19,981 | 3,188 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 19,341 | 3,147 | 0.1% | 0.09% | 53 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 19,319 | 3,143 | 0.06% | 0.06% | 54 | -150 | -0.77% | Q3 2026 | Oct 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 18,121 | 2,948 | 0.09% | 0.09% | 55 | +120 | 0.67% | Q3 2026 | Oct 23, 2026 |
| Private Advisor Group, LLC | History | No change | 18,442 | 2,943 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 18,076 | 2,941 | 0.01% | 0.02% | 57 | -1,092 | -5.7% | Q3 2026 | Oct 14, 2026 |
| BIP Wealth, LLC | History | Reduced | 17,470 | 2,842 | 0.08% | 0.09% | 58 | -2,915 | -14.3% | Q3 2026 | Oct 22, 2026 |
| Sound Financial Strategies Group, LLC | History | Reduced | 17,223 | 2,802 | 1.89% | 1.87% | 59 | -1,214 | -6.58% | Q3 2026 | Oct 30, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 17,231 | 2,750 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 17,228 | 2,749 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 16,127 | 2,573 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 16,038 | 2,559 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Moors & Cabot, Inc. | History | No change | 13,628 | 2,175 | 0.08% | 0.08% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 13,050 | 2,123 | 0.02% | 0.02% | 65 | -540 | -3.97% | Q3 2026 | Oct 30, 2026 |
| STEPHENS INC /AR/ | History | No change | 13,029 | 2,079 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 12,620 | 2,014 | 0.84% | 0.84% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 12,042 | 1,959 | 0.21% | 0.27% | 68 | +400 | 3.44% | Q3 2026 | Oct 26, 2026 |
| Bawa N Mallick Trust | History | No change | 12,004 | 1,915 | 0.62% | 0.62% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 11,654 | 1,896 | 0.0% | 0.0% | 70 | -2,250 | -16.18% | Q3 2026 | Nov 04, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 11,564 | 1,881 | 0.37% | 0.37% | 71 | -173 | -1.47% | Q3 2026 | Oct 16, 2026 |
| AE Wealth Management LLC | History | No change | 11,425 | 1,823 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 11,319 | 1,806 | 0.11% | 0.11% | 73 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 11,078 | 1,768 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 10,650 | 1,699 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 10,387 | 1,657 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 9,868 | 1,605 | 0.4% | 0.39% | 77 | -50 | -0.5% | Q3 2026 | Nov 02, 2026 |
| &PARTNERS | History | No change | 9,640 | 1,538 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kachkovsky & Fisher, Inc. | History | No change | 9,413 | 1,531 | 1.4% | 1.44% | 79 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| IFS Group,LLC | History | No change | 9,484 | 1,513 | 2.08% | 2.08% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Procyon Advisors, LLC | History | No change | 9,039 | 1,470 | 0.06% | 0.06% | 81 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Sachetta, LLC | History | No change | 8,841 | 1,411 | 0.69% | 0.69% | 82 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Zullo Investment Group, Inc. | History | No change | 8,650 | 1,407 | 0.45% | 0.47% | 83 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 8,700 | 1,388 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 8,555 | 1,365 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 8,276 | 1,320 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,087 | 1,317 | 0.0% | 0.0% | 87 | +195 | 2.47% | Q3 2026 | Oct 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 8,033 | 1,307 | 0.13% | 0.11% | 88 | +1,154 | 16.78% | Q3 2026 | Oct 27, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 7,965 | 1,296 | 0.28% | 0.35% | 89 | -2,127 | -21.08% | Q3 2026 | Oct 23, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 7,630 | 1,241 | 0.03% | 0.04% | 90 | -398 | -4.96% | Q3 2026 | Oct 05, 2026 |
| NOVEM GROUP | History | No change | 7,500 | 1,220 | 0.12% | 0.12% | 91 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 7,400 | 1,204 | 0.46% | 0.03% | 92 | +6,907 | 1401.01% | Q3 2026 | Nov 02, 2026 |
| CITADEL ADVISORS LLC | History | No change | 7,182 | 1,146 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 7,037 | 1,123 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,807 | 1,111 | 0.07% | 0.07% | 95 | -125 | -1.8% | Q3 2026 | Nov 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 6,909 | 1,103 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Luken Investment Analytics, LLC | History | No change | 6,916 | 1,103 | 0.39% | 0.39% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 6,835 | 1,090 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 6,748 | 1,076 | 0.45% | 0.45% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 6,552 | 1,066 | 0.02% | 0.02% | 100 | -346 | -5.02% | Q3 2026 | Nov 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 6,573 | 1,049 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 6,515 | 1,039 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,496 | 1,036 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 6,443 | 1,028 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 6,135 | 979 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 5,921 | 963 | 0.0% | 0.0% | 106 | +130 | 2.24% | Q3 2026 | Nov 05, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 5,994 | 957 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| 360 Financial, Inc. | History | No change | 5,849 | 933 | 0.24% | 0.24% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kovack Advisors, Inc. | History | No change | 5,788 | 923 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 5,782 | 922 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 5,624 | 897 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,488 | 893 | 0.0% | 0.0% | 112 | +324 | 6.27% | Q3 2026 | Nov 05, 2026 |
| Atria Investments, Inc | History | Added to | 5,169 | 841 | 0.01% | 0.01% | 113 | +306 | 6.29% | Q3 2026 | Oct 15, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 5,100 | 829 | 0.12% | 0.12% | 114 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 4,991 | 812 | 0.22% | 0.22% | 115 | +76 | 1.55% | Q3 2026 | Oct 22, 2026 |
| Cerity Partners LLC | History | No change | 5,073 | 809 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | No change | 4,921 | 800 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 4,982 | 795 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 4,959 | 791 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 4,727 | 769 | 0.65% | — | 120 | +4,727 | New | Q3 2026 | Oct 26, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,605 | 734 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 4,479 | 728 | 0.2% | 0.23% | 122 | -820 | -15.47% | Q3 2026 | Oct 15, 2026 |
| IFP Advisors, Inc | History | Added to | 4,314 | 702 | 0.01% | 0.0% | 123 | +3,251 | 305.83% | Q3 2026 | Oct 16, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 4,225 | 687 | 0.1% | 0.1% | 124 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 4,286 | 684 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Juno Financial Group LLC | History | Reduced | 4,083 | 664 | 0.23% | 0.24% | 126 | -139 | -3.29% | Q3 2026 | Oct 27, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 3,879 | 642 | 0.12% | 0.12% | 127 | -73 | -1.85% | Q3 2026 | Oct 09, 2026 |
| Keystone Wealth Services, LLC | History | No change | 3,935 | 640 | 0.11% | 0.12% | 128 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Merit Financial Group, LLC | History | No change | 3,983 | 635 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 3,839 | 612 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 3,840 | 612 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 3,721 | 605 | 0.01% | 0.01% | 132 | -21 | -0.56% | Q3 2026 | Oct 22, 2026 |
| Quantinno Capital Management LP | History | No change | 3,776 | 602 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,707 | 591 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,700 | 590 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aft, Forsyth & Sober, LLC | History | No change | 4,625 | 587 | 0.18% | 0.18% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 3,664 | 584 | 0.06% | 0.06% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 3,459 | 551 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,337 | 532 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| World Investment Advisors | History | No change | 4,194 | 532 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 3,228 | 525 | 0.02% | 0.02% | 142 | +47 | 1.48% | Q3 2026 | Nov 04, 2026 |
| FMR LLC | History | No change | 3,294 | 525 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| tru Independence LLC | History | No change | 3,225 | 524 | 0.22% | 0.22% | 143 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,144 | 512 | 0.0% | 0.0% | 144 | -235 | -6.95% | Q3 2026 | Oct 26, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 3,211 | 512 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,116 | 507 | 0.0% | 0.0% | 146 | -9 | -0.29% | Q3 2026 | Nov 05, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 3,104 | 505 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Founders Financial Alliance, LLC | History | No change | 3,140 | 501 | 0.07% | 0.07% | 148 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Summit Financial, LLC | History | No change | 3,128 | 499 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 3,074 | 490 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 3,017 | 481 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,965 | 473 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 2,953 | 471 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 2,889 | 461 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Verdence Capital Advisors LLC | History | No change | 2,820 | 458 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| GenWealth Group, Inc. | History | Reduced | 2,774 | 451 | 0.07% | 0.07% | 156 | -240 | -7.96% | Q3 2026 | Oct 16, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 2,775 | 451 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 2,821 | 450 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apollon Financial, LLC | History | No change | 2,670 | 434 | 0.05% | 0.05% | 159 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 2,640 | 429 | 0.03% | 0.03% | 160 | -212 | -7.43% | Q3 2026 | Oct 13, 2026 |
| CEERA INVESTMENTS, LLC | History | No change | 2,605 | 423 | 0.16% | 0.18% | 161 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Runnymede Capital Advisors, Inc. | History | No change | 2,626 | 419 | 0.25% | 0.25% | 162 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,609 | 416 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NESTEGG ADVISORS, INC. | History | New | 2,456 | 399 | 0.26% | — | 165 | +2,456 | New | Q3 2026 | Oct 21, 2026 |
| WHITTIER TRUST CO | History | No change | 2,500 | 399 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beck Bode, LLC | History | No change | 2,470 | 394 | 0.06% | 0.06% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 2,459 | 392 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 2,403 | 391 | 0.01% | 0.01% | 168 | +550 | 29.68% | Q3 2026 | Oct 26, 2026 |
| Snowden Capital Advisors LLC | History | No change | 2,408 | 384 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perissos Private Wealth Management, LLC | History | No change | 2,333 | 372 | 0.25% | 0.25% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Operose Advisors LLC | History | No change | 2,330 | 371 | 0.07% | 0.07% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 2,348 | 368 | 0.08% | 0.08% | 172 | -100 | -4.08% | Q3 2026 | Oct 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,289 | 365 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Peterson Wealth Advisors, LLC | History | No change | 2,190 | 356 | 0.04% | 0.04% | 174 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| TruNorth Capital Management, LLC | History | No change | 2,162 | 351 | 0.05% | 0.06% | 175 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 2,193 | 350 | 0.06% | 0.06% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glassman Wealth Services | History | No change | 2,188 | 349 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| McGuire Investment Group, LLC | History | No change | 2,150 | 349 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 2,131 | 346 | 0.01% | 0.01% | 179 | +191 | 9.85% | Q3 2026 | Nov 05, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 2,114 | 337 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PGIM Custom Harvest LLC | History | No change | 2,069 | 330 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,065 | 329 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequent Planning LLC | History | No change | 2,017 | 321 | 0.07% | 0.07% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 2,006 | 320 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 2,000 | 319 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SMITH, MOORE & CO. | History | No change | 1,885 | 300 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | No change | 1,873 | 299 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARLSON FINANCIAL, INC. | History | Added to | 1,806 | 293 | 0.15% | 0.13% | 188 | +261 | 16.89% | Q3 2026 | Nov 05, 2026 |
| Rede Wealth, LLC | History | No change | 1,784 | 290 | 0.1% | 0.09% | 189 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 1,746 | 284 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Waverly Advisors, LLC | History | No change | 1,723 | 275 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 1,683 | 273 | 0.0% | 0.0% | 192 | +196 | 13.18% | Q3 2026 | Nov 02, 2026 |
| Payne Capital Management, LLC | History | No change | 1,700 | 271 | 0.07% | 0.07% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,646 | 267 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Arax Advisory Partners | History | No change | 1,664 | 265 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mullooly Asset Management, Inc. | History | Reduced | 1,613 | 262 | 0.08% | 0.09% | 196 | -169 | -9.48% | Q3 2026 | Oct 29, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 1,586 | 258 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 1,573 | 255 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Morton Capital Management LLC/CA | History | No change | 1,545 | 251 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Argent Trust Co | History | No change | 1,500 | 239 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Bank & Trust | History | No change | 1,465 | 238 | 0.05% | 0.04% | 201 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| HB Wealth Management, LLC | History | No change | 1,457 | 237 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| StoneX Group Inc. | History | New | 1,461 | 236 | 0.01% | — | 203 | +1,461 | New | Q3 2026 | Nov 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 1,433 | 233 | 0.0% | 0.0% | 204 | -22 | -1.51% | Q3 2026 | Nov 02, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,425 | 231 | 0.0% | 0.0% | 205 | -825 | -36.67% | Q3 2026 | Oct 08, 2026 |
| Focus Financial Network, Inc. | History | No change | 1,421 | 231 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 1,413 | 229 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| HighPoint Advisor Group LLC | History | No change | 1,431 | 228 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 1,412 | 225 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 1,400 | 223 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,400 | 223 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirador Capital Partners LP | History | New | 1,368 | 222 | 0.03% | — | 212 | +1,368 | New | Q3 2026 | Oct 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,326 | 215 | 0.0% | 0.0% | 213 | +635 | 91.9% | Q3 2026 | Nov 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,254 | 200 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 1,216 | 197 | 0.02% | 0.03% | 215 | -545 | -30.95% | Q3 2026 | Oct 30, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,158 | 188 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Manchester Capital Management LLC | History | No change | 1,100 | 179 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,103 | 176 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 1,047 | 170 | 0.01% | 0.01% | 219 | -2 | -0.19% | Q3 2026 | Oct 26, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,027 | 167 | 0.0% | 0.0% | 220 | +11 | 1.08% | Q3 2026 | Oct 23, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,000 | 162 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CoreCap Advisors, LLC | History | No change | 975 | 158 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 876 | 142 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 865 | 140 | 0.01% | 0.0% | 224 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| WEBSTER BANK, N. A. | History | No change | 818 | 130 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BlackRock, Inc. | History | No change | 803 | 128 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | No change | 731 | 116 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 590 | 94 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jacobi Capital Management LLC | History | New | 553 | 89 | 0.0% | — | 230 | +553 | New | Q3 2026 | Nov 05, 2026 |
| Guardian Partners Inc. | History | No change | 550 | 89 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Synergy Investment Management, LLC | History | No change | 553 | 88 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 550 | 86 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hughes Financial Services, LLC | History | No change | 543 | 84 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Rydar Equities, Inc. | History | New | 452 | 74 | 0.04% | — | 234 | +452 | New | Q3 2026 | Oct 13, 2026 |
| Larson Financial Group LLC | History | No change | 410 | 66 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 405 | 66 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 382 | 60 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nova Wealth Management, Inc. | History | No change | 360 | 57 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 345 | 55 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 321 | 52 | 0.01% | 0.0% | 240 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| ASSETMARK, INC | History | No change | 303 | 49 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| REAP Financial Group, LLC | History | No change | 302 | 49 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 299 | 48 | 0.01% | 0.0% | 244 | +221 | 283.33% | Q3 2026 | Nov 04, 2026 |
| BOKF, NA | History | No change | 300 | 48 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 300 | 47 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ascentis Independent Advisors | History | New | 286 | 46 | 0.0% | — | 246 | +286 | New | Q3 2026 | Nov 03, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 272 | 43 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 256 | 42 | 0.01% | 0.01% | 248 | +23 | 9.87% | Q3 2026 | Nov 04, 2026 |
| Networth Advisors, LLC | History | New | 233 | 37 | 0.02% | — | 251 | +233 | New | Q3 2026 | Nov 03, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 231 | 37 | 0.0% | 0.0% | 249 | -55 | -19.23% | Q3 2026 | Nov 04, 2026 |
| POM Investment Strategies, LLC | History | No change | 229 | 37 | 0.03% | 0.04% | 250 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| MTM Investment Management, LLC | History | No change | 225 | 36 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Avalon Trust Co | History | No change | 225 | 35 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 218 | 34 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFS Partners, LLC | History | No change | 160 | 26 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Montgomery Financial Services LLC | History | New | 155 | 25 | 0.02% | — | 256 | +155 | New | Q3 2026 | Nov 03, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 150 | 24 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 139 | 22 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Hyposwiss Advisors SA | History | No change | 136 | 22 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 131 | 20 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 127 | 20 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NFSG Corp | History | No change | 108 | 17 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Eukles Asset Management | History | New | 90 | 14 | 0.01% | — | 265 | +90 | New | Q3 2026 | Nov 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 88 | 14 | 0.01% | 0.0% | 263 | +48 | 120.0% | Q3 2026 | Oct 28, 2026 |
| Caitlin John, LLC | History | No change | 90 | 14 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 88 | 13 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 87 | 13 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 78 | 12 | 0.0% | — | 269 | +78 | New | Q3 2026 | Nov 04, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 76 | 12 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 58 | 9 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 57 | 9 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strive Financial Group ,LLC | History | No change | 59 | 9 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Life Planners | History | No change | 40 | 6 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Noble Wealth Management PBC | History | No change | 35 | 5 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Independence Bank of Kentucky | History | New | 19 | 3 | 0.0% | — | 275 | +19 | New | Q3 2026 | Oct 26, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 12 | 1 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -32,425 | -100.0% | Q3 2026 | Oct 21, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,857 | -100.0% | Q3 2026 | Oct 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,371 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2026 | Oct 23, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2026 | Oct 15, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Blue Trust, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |