FIRST TRUST EXCHANGE-TRADED FUND - QTEC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | History | No change | 2,428,884 | 812,923 | 0.48% | 0.48% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 706,281 | 236,385 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 627,869 | 210,141 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 580,089 | 194,149 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 492,172 | 164,725 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 299,927 | 100,382 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 263,100 | 88,056 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 241,509 | 80,830 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 190,625 | 63,801 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 147,217 | 49,271 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 133,613 | 44,730 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 115,863 | 38,778 | 0.16% | 0.16% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARSHALL WACE, LLP | History | No change | 105,880 | 35,436 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 98,441 | 32,459 | 0.04% | 0.04% | 14 | +4,117 | 4.36% | Q3 2026 | Oct 30, 2026 |
| Janney Montgomery Scott LLC | History | No change | 92,358 | 30,911 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 90,863 | 29,960 | 0.07% | 0.07% | 16 | -4,156 | -4.37% | Q3 2026 | Nov 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 87,942 | 29,433 | 0.09% | 0.09% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 87,150 | 29,234 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RVW Wealth, LLC | History | Reduced | 83,066 | 27,389 | 1.76% | 1.84% | 19 | -461 | -0.55% | Q3 2026 | Oct 06, 2026 |
| EP Wealth Advisors, LLC | History | No change | 77,980 | 26,099 | 0.1% | 0.1% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 77,736 | 26,017 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 68,498 | 22,584 | 0.15% | 0.16% | 22 | -1,205 | -1.73% | Q3 2026 | Oct 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 67,806 | 22,357 | 0.06% | 0.07% | 23 | +1,470 | 2.22% | Q3 2026 | Nov 02, 2026 |
| Nilsine Partners, LLC | History | Added to | 64,307 | 21,203 | 1.47% | 1.4% | 24 | +3,660 | 6.03% | Q3 2026 | Nov 02, 2026 |
| Southland Equity Partners LLC | History | Added to | 60,689 | 20,010 | 3.43% | 3.55% | 25 | +131 | 0.22% | Q3 2026 | Oct 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 57,766 | 19,333 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 56,635 | 18,955 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 56,225 | 18,538 | 0.02% | 0.02% | 28 | -976 | -1.71% | Q3 2026 | Nov 02, 2026 |
| &PARTNERS | History | No change | 55,183 | 18,435 | 0.08% | 0.08% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 51,425 | 17,211 | 0.19% | 0.19% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 48,007 | 16,067 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Jump Financial, LLC | History | No change | 47,728 | 15,974 | 0.13% | 0.13% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 46,714 | 15,634 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | No change | 46,358 | 15,515 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 40,642 | 13,602 | 0.18% | 0.18% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 36,413 | 12,187 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Creative Planning | History | Reduced | 36,347 | 11,984 | 0.01% | 0.01% | 37 | -1,552 | -4.1% | Q3 2026 | Nov 02, 2026 |
| ASSETMARK, INC | History | Added to | 36,034 | 11,881 | 0.02% | 0.02% | 38 | +943 | 2.69% | Q3 2026 | Oct 21, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 35,850 | 11,820 | 0.91% | 0.93% | 39 | -183 | -0.51% | Q3 2026 | Oct 13, 2026 |
| Mainsail Financial Group, LLC | History | Reduced | 35,150 | 11,589 | 3.9% | 4.49% | 40 | -4,378 | -11.08% | Q3 2026 | Oct 23, 2026 |
| NewSquare Capital LLC | History | No change | 31,849 | 10,659 | 0.79% | 0.79% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 31,358 | 10,495 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 30,095 | 10,072 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maxele Advisors, LLC | History | No change | 29,084 | 9,733 | 6.8% | 6.8% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 29,070 | 9,729 | 0.15% | 0.15% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Virtu Financial LLC | History | No change | 27,985 | 9,366 | 0.29% | 0.29% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 29,121 | 9,207 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 26,547 | 8,887 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 25,981 | 8,566 | 0.06% | 0.12% | 49 | -17,444 | -40.17% | Q3 2026 | Oct 16, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 25,421 | 8,508 | 0.08% | 0.08% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 23,243 | 7,779 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 22,525 | 7,538 | 0.18% | 0.18% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 22,092 | 7,393 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 22,268 | 7,342 | 0.08% | 0.05% | 54 | +7,369 | 49.46% | Q3 2026 | Oct 26, 2026 |
| Maridea Wealth Management LLC | History | No change | 21,701 | 7,263 | 0.79% | 0.79% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Texas Yale Capital Corp. | History | No change | 21,386 | 7,157 | 0.16% | 0.16% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | Added to | 21,488 | 7,085 | 1.49% | 1.21% | 57 | +3,950 | 22.52% | Q3 2026 | Oct 27, 2026 |
| Concentrum Wealth Management | History | No change | 20,632 | 6,905 | 1.65% | 1.65% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NWM ADVISORS, LLC | History | No change | 19,513 | 6,530 | 5.14% | 5.14% | 59 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 19,473 | 6,517 | 0.1% | 0.1% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 19,218 | 6,432 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 19,258 | 6,339 | 0.01% | 0.01% | 62 | -1,682 | -8.03% | Q3 2026 | Oct 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 18,933 | 6,336 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| SFMG, LLC | History | No change | 18,172 | 6,082 | 0.37% | 0.37% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 17,926 | 5,999 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 17,847 | 5,973 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIXIS | History | No change | 17,800 | 5,957 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 19,733 | 5,778 | 0.07% | 0.06% | 68 | +8,253 | 71.89% | Q3 2026 | Nov 04, 2026 |
| Snowden Capital Advisors LLC | History | No change | 16,742 | 5,603 | 0.13% | 0.13% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 16,916 | 5,577 | 0.17% | 0.16% | 70 | +1,162 | 7.38% | Q3 2026 | Oct 14, 2026 |
| GTS SECURITIES LLC | History | No change | 16,426 | 5,502 | 0.12% | 0.12% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Journey Beyond Wealth, LLC | History | Added to | 16,171 | 5,331 | 4.04% | 4.06% | 72 | +620 | 3.99% | Q3 2026 | Nov 03, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 15,873 | 5,234 | 0.43% | 0.59% | 73 | +1,617 | 11.34% | Q3 2026 | Oct 08, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 14,486 | 4,848 | 1.08% | 1.08% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quadrature Capital Ltd | History | No change | 14,305 | 4,787 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MTM Investment Management, LLC | History | Reduced | 13,980 | 4,609 | 1.33% | 1.37% | 76 | -325 | -2.27% | Q3 2026 | Oct 30, 2026 |
| Belpointe Asset Management LLC | History | No change | 13,676 | 4,577 | 0.15% | 0.15% | 77 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 13,537 | 4,530 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 13,467 | 4,507 | 0.18% | 0.18% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 13,652 | 4,501 | 0.05% | 0.05% | 80 | +8 | 0.06% | Q3 2026 | Oct 21, 2026 |
| Sowell Financial Services LLC | History | Reduced | 13,526 | 4,459 | 0.14% | 0.15% | 81 | -56 | -0.41% | Q3 2026 | Oct 23, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 13,263 | 4,439 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 13,081 | 4,378 | 0.09% | 0.09% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 12,757 | 4,269 | 2.19% | 2.19% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 12,421 | 4,157 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Independent Wealth Network Inc. | History | Added to | 12,367 | 4,077 | 1.03% | 1.04% | 86 | +159 | 1.3% | Q3 2026 | Oct 19, 2026 |
| BBR PARTNERS, LLC | History | No change | 11,888 | 3,978 | 0.19% | 0.19% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | Reduced | 11,877 | 3,916 | 0.04% | 0.04% | 88 | -292 | -2.4% | Q3 2026 | Oct 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 11,701 | 3,858 | 0.02% | 0.02% | 89 | -470 | -3.86% | Q3 2026 | Oct 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 11,532 | 3,802 | 0.07% | 0.07% | 90 | +389 | 3.49% | Q3 2026 | Oct 13, 2026 |
| Wealthfront Advisers LLC | History | No change | 11,352 | 3,799 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 11,421 | 3,766 | 2.37% | 2.27% | 92 | +745 | 6.98% | Q3 2026 | Oct 20, 2026 |
| Sun Financial Inc | History | No change | 11,851 | 3,743 | 1.77% | 1.77% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| B&D White Capital Company, LLC | History | No change | 11,149 | 3,676 | 0.36% | 0.37% | 94 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 10,867 | 3,637 | 1.71% | 1.71% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Z3 Capital Partners, LLC | History | No change | 10,493 | 3,511 | 0.74% | 0.74% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 10,500 | 3,500 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Holistic Financial Partners | History | No change | 10,350 | 3,463 | 2.12% | 2.12% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TradeWell Securities, LLC. | History | Added to | 10,333 | 3,407 | 1.15% | 1.23% | 99 | +9 | 0.09% | Q3 2026 | Oct 21, 2026 |
| AE Wealth Management LLC | History | No change | 9,849 | 3,296 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 9,771 | 3,270 | 0.2% | 0.2% | 101 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 9,621 | 3,220 | 1.34% | 1.34% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 9,387 | 3,141 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nearside Advisors, LLC | History | New | 9,351 | 3,083 | 2.2% | — | 104 | +9,351 | New | Q3 2026 | Oct 20, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 9,152 | 3,062 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Regal Investment Advisors LLC | History | No change | 9,146 | 3,061 | 0.16% | 0.16% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 9,282 | 3,060 | 0.07% | 0.0% | 107 | +8,682 | 1447.0% | Q3 2026 | Nov 04, 2026 |
| Arkadios Wealth Advisors | History | No change | 8,948 | 2,994 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | Added to | 8,712 | 2,872 | 0.07% | 0.06% | 109 | +2,151 | 32.78% | Q3 2026 | Oct 23, 2026 |
| Santori & Peters, Inc. | History | Reduced | 8,634 | 2,846 | 0.77% | 0.89% | 110 | -801 | -8.49% | Q3 2026 | Oct 26, 2026 |
| Financial Partners Group, Inc | History | No change | 8,562 | 2,823 | 0.29% | 0.29% | 111 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 8,217 | 2,750 | 0.22% | 0.22% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 8,311 | 2,740 | 0.07% | 0.07% | 113 | +22 | 0.27% | Q3 2026 | Oct 22, 2026 |
| World Investment Advisors | History | No change | 12,295 | 2,735 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 8,113 | 2,715 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 8,165 | 2,692 | 0.05% | 0.06% | 116 | -2,546 | -23.77% | Q3 2026 | Oct 16, 2026 |
| Bank of New York Mellon Corp | History | No change | 7,941 | 2,657 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 7,936 | 2,616 | 0.12% | 0.13% | 118 | -626 | -7.31% | Q3 2026 | Oct 26, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 7,922 | 2,612 | 0.8% | 0.71% | 119 | -188 | -2.32% | Q3 2026 | Oct 20, 2026 |
| FMR LLC | History | No change | 7,759 | 2,596 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 7,621 | 2,550 | 0.47% | 0.47% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 7,514 | 2,514 | 0.33% | 0.33% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RFG Advisory, LLC | History | Added to | 7,517 | 2,478 | 0.03% | 0.04% | 123 | +184 | 2.51% | Q3 2026 | Nov 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,313 | 2,447 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Diversified Enterprises, LLC | History | No change | 7,307 | 2,409 | 0.11% | 0.12% | 125 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| HighTower Advisors, LLC | History | No change | 7,142 | 2,390 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,979 | 2,301 | 0.03% | 0.03% | 127 | +559 | 8.71% | Q3 2026 | Nov 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,758 | 2,255 | 0.13% | 0.13% | 128 | -58 | -0.85% | Q3 2026 | Nov 02, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 6,629 | 2,218 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,515 | 2,180 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,350 | 2,125 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 6,278 | 2,101 | 1.18% | 1.18% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 6,122 | 2,049 | 0.13% | 0.13% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 6,072 | 2,032 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,066 | 2,030 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 6,077 | 2,003 | 0.09% | 0.11% | 136 | -1,022 | -14.4% | Q3 2026 | Oct 16, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 6,038 | 1,990 | 0.58% | 0.99% | 137 | -3,793 | -38.58% | Q3 2026 | Oct 15, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 5,927 | 1,983 | 0.82% | 0.82% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jacobi Capital Management LLC | History | No change | 5,915 | 1,979 | 0.1% | 0.1% | 139 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 5,820 | 1,919 | 0.07% | 0.08% | 140 | -3 | -0.05% | Q3 2026 | Oct 23, 2026 |
| Elser Financial Planning, Inc | History | No change | 5,783 | 1,906 | 0.08% | 0.08% | 141 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 5,733 | 1,890 | 0.02% | 0.02% | 142 | +594 | 11.56% | Q3 2026 | Oct 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 5,631 | 1,884 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 6,006 | 1,804 | 0.03% | 0.04% | 144 | -13 | -0.22% | Q3 2026 | Oct 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 5,333 | 1,784 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STEPHENS INC /AR/ | History | No change | 5,262 | 1,761 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 5,314 | 1,752 | 0.01% | 0.01% | 147 | +104 | 2.0% | Q3 2026 | Oct 26, 2026 |
| OneAscent Financial Services LLC | History | No change | 5,096 | 1,705 | 0.08% | 0.08% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 5,145 | 1,693 | 0.08% | 0.08% | 149 | -446 | -7.98% | Q3 2026 | Oct 09, 2026 |
| TruNorth Capital Management, LLC | History | No change | 5,049 | 1,664 | 0.26% | 0.27% | 150 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 5,028 | 1,657 | 0.08% | 0.09% | 151 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Focus Partners Wealth | History | No change | 4,825 | 1,614 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 4,780 | 1,576 | 0.0% | 0.01% | 153 | -58,975 | -92.5% | Q3 2026 | Nov 04, 2026 |
| Evelyn Partners Group Ltd | History | No change | 7,260 | 1,526 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 4,777 | 1,466 | 0.31% | 0.3% | 155 | +104 | 2.23% | Q3 2026 | Oct 21, 2026 |
| IFG Advisory, LLC | History | No change | 4,236 | 1,417 | 0.05% | 0.05% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 4,296 | 1,416 | 0.09% | 0.09% | 157 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 4,287 | 1,413 | 0.44% | 0.46% | 158 | -244 | -5.39% | Q3 2026 | Nov 05, 2026 |
| Sensible Money, LLC | History | No change | 4,266 | 1,406 | 0.36% | 0.38% | 159 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,136 | 1,384 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 4,136 | 1,384 | 0.22% | 0.22% | 161 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 4,063 | 1,339 | 0.01% | 0.02% | 162 | -106 | -2.54% | Q3 2026 | Oct 30, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 3,931 | 1,315 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 3,833 | 1,282 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUST CO OF OKLAHOMA | History | No change | 3,869 | 1,275 | 0.34% | 0.33% | 165 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BlackRock, Inc. | History | No change | 3,795 | 1,270 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 3,792 | 1,250 | 0.02% | 0.02% | 167 | -7 | -0.18% | Q3 2026 | Oct 21, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 3,722 | 1,246 | 0.11% | 0.11% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eagle Wealth Advisors LLC | History | Reduced | 3,714 | 1,224 | 0.9% | 0.96% | 170 | -39 | -1.04% | Q3 2026 | Oct 19, 2026 |
| IHT Wealth Management, LLC | History | No change | 3,658 | 1,224 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 3,626 | 1,214 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 3,621 | 1,211 | 0.41% | 0.41% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 3,618 | 1,192 | 0.23% | 0.23% | 173 | +50 | 1.4% | Q3 2026 | Oct 26, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 3,600 | 1,187 | 0.05% | 0.06% | 174 | -33 | -0.91% | Q3 2026 | Oct 13, 2026 |
| US BANCORP \DE\ | History | No change | 3,518 | 1,177 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 3,556 | 1,172 | 0.14% | 0.11% | 176 | +795 | 28.79% | Q3 2026 | Oct 08, 2026 |
| United Advisor Group, LLC | History | Added to | 3,501 | 1,154 | 0.11% | 0.12% | 177 | +239 | 7.33% | Q3 2026 | Nov 02, 2026 |
| Arax Advisory Partners | History | No change | 3,395 | 1,136 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kirkwood Financial Services | History | No change | 3,392 | 1,135 | 0.32% | 0.32% | 179 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Equitable Holdings, Inc. | History | No change | 3,390 | 1,134 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NewEdge Wealth, LLC | History | No change | 3,344 | 1,119 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Decker Wealth Management LLC | History | No change | 3,381 | 1,114 | 0.23% | 0.24% | 182 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 3,300 | 1,088 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 3,143 | 1,026 | 1.14% | — | 184 | +3,143 | New | Q3 2026 | Oct 27, 2026 |
| Keystone Wealth Services, LLC | History | No change | 3,068 | 1,007 | 0.18% | 0.19% | 185 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 3,033 | 1,000 | 0.02% | 0.03% | 186 | -27 | -0.88% | Q3 2026 | Oct 16, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 3,030 | 999 | 0.02% | 0.02% | 187 | +150 | 5.21% | Q3 2026 | Oct 28, 2026 |
| Register Financial Advisors LLC | History | Added to | 3,005 | 990 | 0.31% | 0.31% | 188 | +25 | 0.84% | Q3 2026 | Oct 23, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 2,930 | 980 | 0.31% | 0.31% | 189 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 2,915 | 961 | 0.51% | 0.44% | 190 | +454 | 18.45% | Q3 2026 | Nov 04, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 2,807 | 955 | 0.18% | 0.19% | 191 | -144 | -4.88% | Q3 2026 | Oct 09, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,821 | 944 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 2,702 | 904 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Advisors | History | Reduced | 2,736 | 902 | 0.05% | 0.06% | 194 | -765 | -21.85% | Q3 2026 | Oct 15, 2026 |
| Modern Wealth Management, LLC | History | No change | 2,672 | 894 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK HAPOALIM BM | History | No change | 2,612 | 874 | 0.06% | 0.06% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 2,625 | 865 | 0.04% | 0.03% | 197 | +200 | 8.25% | Q3 2026 | Nov 04, 2026 |
| EQUITABLE TRUST CO | History | No change | 2,600 | 857 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Realta Investment Advisors | History | New | 2,572 | 848 | 0.25% | — | 199 | +2,572 | New | Q3 2026 | Oct 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 2,563 | 844 | 0.01% | 0.02% | 200 | -3 | -0.12% | Q3 2026 | Oct 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 2,544 | 838 | 0.0% | 0.0% | 201 | +272 | 11.97% | Q3 2026 | Oct 14, 2026 |
| WELCH & FORBES LLC | History | No change | 2,493 | 822 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Eddie Patel Inc | History | Reduced | 2,465 | 812 | 0.51% | 0.49% | 203 | -4 | -0.16% | Q3 2026 | Nov 02, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 2,428 | 800 | 0.16% | 0.16% | 204 | +56 | 2.36% | Q3 2026 | Oct 16, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 2,422 | 798 | 0.06% | 0.05% | 205 | +318 | 15.11% | Q3 2026 | Oct 28, 2026 |
| Diversify Advisory Services, LLC | History | No change | 2,490 | 782 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 2,490 | 782 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 2,313 | 774 | 0.05% | 0.05% | 208 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 2,286 | 765 | 0.07% | 0.07% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 2,239 | 749 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | Reduced | 2,267 | 747 | 0.07% | 0.08% | 211 | -239 | -9.54% | Q3 2026 | Oct 19, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 2,261 | 745 | 0.51% | 1.2% | 212 | -3,012 | -57.12% | Q3 2026 | Oct 09, 2026 |
| Argent Trust Co | History | No change | 2,225 | 744 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 2,222 | 732 | 0.25% | 0.28% | 214 | -13 | -0.58% | Q3 2026 | Nov 03, 2026 |
| Beaton Management Co. Inc. | History | No change | 2,150 | 720 | 0.29% | 0.29% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 2,134 | 714 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 2,076 | 694 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 2,000 | 669 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,001 | 669 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Added to | 2,018 | 666 | 0.02% | 0.02% | 220 | +1 | 0.05% | Q3 2026 | Oct 02, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,008 | 662 | 0.02% | 0.02% | 221 | -209 | -9.43% | Q3 2026 | Oct 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,997 | 658 | 0.01% | 0.01% | 222 | +314 | 18.66% | Q3 2026 | Oct 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,006 | 655 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TCP Asset Management, LLC | History | Reduced | 1,918 | 645 | 0.07% | 0.07% | 224 | -2 | -0.1% | Q3 2026 | Oct 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,063 | 642 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Accel Wealth Management | History | Reduced | 1,943 | 640 | 0.14% | 0.15% | 226 | -16 | -0.82% | Q3 2026 | Oct 13, 2026 |
| Ridgeline Wealth Planning, LLC | History | No change | 1,937 | 638 | 0.37% | 0.41% | 227 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| AMJ Financial Wealth Management | History | No change | 2,945 | 636 | 0.15% | 0.15% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 1,898 | 635 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,891 | 623 | 0.22% | 0.01% | 230 | +1,808 | 2178.31% | Q3 2026 | Oct 29, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 1,885 | 621 | 0.15% | 0.15% | 232 | -7 | -0.37% | Q3 2026 | Oct 19, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,857 | 621 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blackston Financial Advisory Group, LLC | History | No change | 1,819 | 599 | 0.33% | 0.34% | 233 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Centerpoint Advisory Group | History | No change | 1,817 | 599 | 0.37% | 0.39% | 234 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 1,800 | 593 | 0.06% | 0.06% | 235 | +5 | 0.28% | Q3 2026 | Nov 02, 2026 |
| Royal Fund Management, LLC | History | Reduced | 1,773 | 584 | 0.05% | 0.05% | 236 | -12 | -0.67% | Q3 2026 | Oct 22, 2026 |
| Merit Financial Group, LLC | History | No change | 1,732 | 579 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 1,750 | 577 | 0.21% | 0.22% | 238 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| L & S Advisors Inc | History | No change | 1,721 | 576 | 0.06% | 0.06% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,720 | 575 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Balance Wealth Partners LLC | History | Added to | 1,701 | 560 | 0.13% | 0.15% | 241 | +48 | 2.9% | Q3 2026 | Oct 27, 2026 |
| Brookwood Investment Group LLC | History | No change | 1,664 | 556 | 0.06% | 0.06% | 242 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Belvedere Trading LLC | History | Added to | 1,681 | 554 | 0.0% | 0.0% | 243 | +199 | 13.43% | Q3 2026 | Nov 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,654 | 553 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 1,666 | 549 | 0.08% | 0.08% | 245 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 1,620 | 534 | 0.01% | 0.01% | 246 | -85 | -4.99% | Q3 2026 | Oct 13, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 1,603 | 528 | 0.0% | 0.0% | 247 | -71 | -4.24% | Q3 2026 | Oct 14, 2026 |
| Three Cord True Wealth Management, LLC | History | No change | 1,567 | 524 | 0.25% | 0.25% | 248 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Old Port Advisors | History | Reduced | 1,550 | 511 | 0.1% | 0.11% | 249 | -57 | -3.55% | Q3 2026 | Oct 23, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 1,534 | 505 | 0.08% | 0.1% | 250 | -316 | -17.08% | Q3 2026 | Oct 20, 2026 |
| Mutual Advisors, LLC | History | No change | 1,481 | 495 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trivium Point Advisory, LLC | History | No change | 1,474 | 493 | 0.04% | 0.04% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Element Wealth, LLC | History | No change | 1,471 | 492 | 0.18% | 0.18% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | No change | 1,451 | 485 | 0.07% | 0.07% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HFG Advisors, Inc. | History | No change | 1,433 | 479 | 0.3% | 0.3% | 255 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 1,419 | 474 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,437 | 473 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 1,429 | 471 | 0.03% | 0.03% | 258 | +13 | 0.92% | Q3 2026 | Oct 08, 2026 |
| IFS Group,LLC | History | No change | 1,396 | 467 | 0.64% | 0.64% | 259 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 1,538 | 463 | 0.24% | 0.24% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HB Wealth Management, LLC | History | No change | 1,378 | 454 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 1,330 | 445 | 0.19% | 0.19% | 262 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 1,329 | 444 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,324 | 443 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 1,340 | 442 | 0.06% | 0.07% | 265 | -208 | -13.44% | Q3 2026 | Nov 02, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,306 | 437 | 0.06% | 0.06% | 266 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,515 | 432 | 0.04% | — | 267 | +1,515 | New | Q3 2026 | Nov 04, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 1,296 | 427 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Palogic Value Management, L.P. | History | No change | 1,277 | 427 | 0.14% | 0.14% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 1,277 | 427 | 0.18% | 0.18% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,272 | 425 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empower Advisory Group, LLC | History | No change | 1,267 | 424 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stone Wealth Partners | History | Added to | 1,282 | 422 | 0.15% | 0.16% | 273 | +641 | 100.0% | Q3 2026 | Nov 04, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 1,257 | 414 | 0.04% | 0.17% | 275 | -4,505 | -78.18% | Q3 2026 | Oct 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,239 | 414 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 1,251 | 412 | 0.17% | 0.2% | 276 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 1,202 | 396 | 0.02% | 0.02% | 277 | +250 | 26.26% | Q3 2026 | Oct 29, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 1,700 | 391 | 0.05% | 0.05% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Reliant Investment Partners, LLC | History | No change | 1,170 | 391 | 0.27% | 0.27% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFC Planning, Inc. | History | No change | 1,158 | 387 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Purus Wealth Management, LLC | History | No change | 1,173 | 386 | 0.11% | 0.11% | 281 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 1,142 | 376 | 0.07% | 0.07% | 282 | -3 | -0.26% | Q3 2026 | Oct 28, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,115 | 373 | 0.05% | 0.05% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 1,089 | 359 | 0.02% | 0.01% | 285 | +253 | 30.26% | Q3 2026 | Oct 14, 2026 |
| jvl associates llc | History | No change | 1,090 | 359 | 0.1% | 0.1% | 284 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 1,080 | 356 | 0.23% | 0.23% | 286 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Cerity Partners LLC | History | No change | 1,040 | 348 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Added to | 1,052 | 346 | 0.0% | 0.0% | 288 | +5 | 0.48% | Q3 2026 | Oct 22, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 1,048 | 345 | 0.05% | 0.07% | 289 | -170 | -13.96% | Q3 2026 | Oct 14, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 1,028 | 338 | 0.02% | 0.02% | 290 | +338 | 48.99% | Q3 2026 | Oct 22, 2026 |
| TOWER BRIDGE ADVISORS | History | No change | 948 | 317 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summa Corp. | History | No change | 962 | 317 | 0.06% | 0.09% | 292 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 960 | 316 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| 1832 Asset Management L.P. | History | No change | 944 | 315 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 952 | 313 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Sunrise Financial Services, LLC | History | No change | 950 | 313 | 0.17% | 0.19% | 296 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 944 | 311 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 923 | 304 | 0.01% | 0.01% | 298 | +9 | 0.98% | Q3 2026 | Nov 02, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 904 | 302 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 910 | 301 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 895 | 299 | 0.03% | 0.03% | 301 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 891 | 298 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 900 | 296 | 0.03% | 0.04% | 303 | -80 | -8.16% | Q3 2026 | Oct 22, 2026 |
| Ballentine Partners, LLC | History | No change | 882 | 295 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 890 | 293 | 0.09% | 0.08% | 305 | +54 | 6.46% | Q3 2026 | Oct 15, 2026 |
| Sather Financial Group Inc | History | No change | 875 | 288 | 0.02% | 0.02% | 306 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Vise Technologies, Inc. | History | Reduced | 870 | 286 | 0.0% | 0.0% | 308 | -221 | -20.26% | Q3 2026 | Oct 28, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 869 | 286 | 0.09% | 0.09% | 307 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 853 | 285 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 839 | 280 | 0.03% | 0.03% | 310 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 846 | 278 | 0.01% | 0.01% | 313 | -124 | -12.78% | Q3 2026 | Oct 29, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 833 | 278 | 0.08% | 0.08% | 311 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 832 | 278 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | Added to | 841 | 277 | 0.01% | 0.01% | 315 | +16 | 1.94% | Q3 2026 | Oct 30, 2026 |
| Kovack Advisors, Inc. | History | No change | 850 | 277 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Trueblood Wealth Management, LLC | History | No change | 841 | 277 | 0.1% | 0.1% | 316 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 824 | 275 | 0.11% | 0.11% | 317 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HM PAYSON & CO | History | No change | 815 | 272 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Western Wealth Management, LLC | History | No change | 811 | 271 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 813 | 268 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 796 | 266 | 0.04% | 0.04% | 321 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baugh & Associates, LLC | History | Reduced | 836 | 263 | 0.12% | 0.13% | 322 | -71 | -7.83% | Q3 2026 | Oct 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 800 | 263 | 0.0% | 0.01% | 323 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 796 | 262 | 0.02% | 0.02% | 324 | -115 | -12.62% | Q3 2026 | Oct 26, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 780 | 261 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goldenstone Wealth Management LLC | History | No change | 794 | 261 | 0.16% | 0.17% | 326 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| NWF Advisory Services Inc. | History | No change | 790 | 260 | 0.02% | 0.02% | 327 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 788 | 259 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 785 | 258 | 0.18% | 0.19% | 329 | +25 | 3.29% | Q3 2026 | Oct 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 769 | 257 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMERCE BANK | History | No change | 753 | 252 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 755 | 252 | 0.21% | 0.21% | 332 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| M&T BANK CORP | History | No change | 750 | 251 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHOREO, LLC | History | No change | 760 | 250 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | No change | 745 | 249 | 0.09% | 0.09% | 335 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PGIM Custom Harvest LLC | History | No change | 745 | 249 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 755 | 248 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Bison Wealth, LLC | History | New | 742 | 242 | 0.02% | — | 339 | +742 | New | Q3 2026 | Oct 13, 2026 |
| Sovran Advisors, LLC | History | Reduced | 784 | 242 | 0.02% | 0.02% | 338 | -42 | -5.08% | Q3 2026 | Oct 30, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 730 | 240 | 0.07% | 0.07% | 340 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Corient Private Wealth LP | History | No change | 712 | 238 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 700 | 234 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SPINNAKER TRUST | History | No change | 701 | 234 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bellars Harris Wealth Management, LLC | History | No change | 700 | 234 | 0.05% | 0.05% | 344 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 699 | 233 | 0.04% | 0.04% | 345 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ground Swell Capital, LLC | History | No change | 691 | 231 | 0.25% | 0.25% | 346 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DAGCO, INC. | History | No change | 702 | 231 | 0.04% | 0.04% | 347 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| NovaPoint Capital, LLC | History | No change | 685 | 225 | 0.05% | 0.05% | 348 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Moors & Cabot, Inc. | History | No change | 665 | 222 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fusion Capital, LLC | History | Reduced | 643 | 212 | 0.05% | 0.05% | 352 | -27 | -4.03% | Q3 2026 | Oct 28, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 635 | 212 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Darwin Wealth Management, LLC | History | No change | 635 | 212 | 0.06% | 0.06% | 351 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Founders Financial Alliance, LLC | History | No change | 630 | 210 | 0.03% | 0.03% | 353 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 624 | 208 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crews Bank & Trust | History | No change | 623 | 208 | 0.03% | 0.03% | 355 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 619 | 207 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VIAWEALTH, LLC | History | No change | 620 | 207 | 0.1% | 0.1% | 357 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optivise Advisory Services LLC | History | No change | 630 | 207 | 0.1% | 0.11% | 358 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 618 | 206 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | No change | 625 | 206 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Sentry LLC | History | No change | 622 | 205 | 0.07% | 0.06% | 361 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Stonekeep Investments, LLC | History | No change | 623 | 205 | 0.12% | 0.12% | 362 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 612 | 201 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Todd Wealth Management, LLC | History | No change | 610 | 201 | 0.15% | 0.15% | 364 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 600 | 200 | 0.04% | 0.04% | 365 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Traction Financial Partners, LLC | History | No change | 599 | 200 | 0.11% | 0.11% | 366 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Copia Wealth Management | History | No change | 597 | 199 | 0.12% | 0.12% | 367 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 506 | 169 | 0.05% | 0.05% | 368 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Golden State Wealth Management, LLC | History | No change | 468 | 154 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Y.D. More Investments Ltd | History | No change | 450 | 148 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 444 | 146 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| TRIGLAV INVESTMENTS, D.O.O. | History | No change | 365 | 122 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | No change | 358 | 119 | 0.02% | 0.02% | 373 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 343 | 113 | 0.0% | 0.0% | 374 | -888 | -72.14% | Q3 2026 | Oct 08, 2026 |
| Latitude Advisors, LLC | History | New | 339 | 111 | 0.03% | — | 376 | +339 | New | Q3 2026 | Oct 27, 2026 |
| Bogart Wealth, LLC | History | No change | 332 | 111 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Oakworth Capital, Inc. | History | No change | 256 | 84 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| TOP Private Wealth LLC. | History | No change | 250 | 83 | 0.08% | 0.08% | 378 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 230 | 75 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 211 | 71 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 214 | 70 | 0.05% | 0.05% | 381 | +7 | 3.38% | Q3 2026 | Nov 02, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Added to | 210 | 69 | 0.01% | 0.01% | 382 | +6 | 2.94% | Q3 2026 | Oct 30, 2026 |
| Triumph Capital Management | History | Reduced | 200 | 66 | 0.01% | 0.01% | 383 | -11 | -5.21% | Q3 2026 | Oct 14, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 203 | 66 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 200 | 66 | 0.05% | 0.05% | 385 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 192 | 62 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTRAL TRUST Co | History | No change | 182 | 60 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 179 | 59 | 0.0% | 0.02% | 388 | -953 | -84.19% | Q3 2026 | Nov 04, 2026 |
| Capital Analysts, LLC | History | No change | 168 | 56 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Command Advisory Services, Inc. | History | No change | 170 | 56 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fortis Group Advisors, LLC | History | No change | 170 | 56 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Luken Investment Analytics, LLC | History | No change | 160 | 53 | 0.02% | 0.02% | 392 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 150 | 50 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 169 | 50 | 0.04% | 0.04% | 394 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 149 | 49 | 0.02% | 0.03% | 395 | -53 | -26.24% | Q3 2026 | Nov 04, 2026 |
| WHITTIER TRUST CO | History | No change | 141 | 45 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Reduced | 132 | 43 | 0.05% | 0.07% | 397 | -12 | -8.33% | Q3 2026 | Oct 27, 2026 |
| Centerpoint Advisors, LLC | History | No change | 120 | 40 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 121 | 39 | 0.0% | — | 400 | +121 | New | Q3 2026 | Oct 29, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 119 | 39 | 0.02% | 0.02% | 399 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 115 | 37 | 0.0% | 0.0% | 401 | -35 | -23.33% | Q3 2026 | Oct 08, 2026 |
| REAP Financial Group, LLC | History | No change | 109 | 35 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Hughes Financial Services, LLC | History | No change | 116 | 35 | 0.0% | 0.01% | 403 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 105 | 34 | 0.0% | 0.0% | 404 | +40 | 61.54% | Q3 2026 | Oct 21, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 99 | 33 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 100 | 32 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Blue Trust, Inc. | History | Reduced | 91 | 30 | 0.0% | 0.0% | 408 | -13 | -12.5% | Q3 2026 | Oct 15, 2026 |
| Addison Advisors LLC | History | No change | 91 | 30 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tidemark, LLC | History | No change | 90 | 30 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 89 | 29 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Colonial Trust Advisors | History | No change | 87 | 29 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IAG Wealth Partners, LLC | History | No change | 89 | 29 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 86 | 28 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Continuum Advisory, LLC | History | No change | 80 | 26 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 69 | 23 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 71 | 23 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 10Elms LLP | History | No change | 70 | 23 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Byrne Asset Management LLC | History | No change | 60 | 20 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Archer Investment Corp | History | No change | 58 | 19 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| NFSG Corp | History | No change | 59 | 19 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Davis Capital Management | History | Reduced | 57 | 18 | 0.01% | 0.01% | 421 | -20 | -25.97% | Q3 2026 | Oct 08, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 52 | 17 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 50 | 16 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 50 | 16 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 45 | 15 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BARRETT & COMPANY, INC. | History | New | 45 | 14 | 0.0% | — | 426 | +45 | New | Q3 2026 | Oct 22, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 40 | 13 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 40 | 13 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Financial Perspectives, Inc | History | No change | 35 | 11 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 35 | 11 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Wealth Management Group, LLC | History | New | 32 | 10 | 0.0% | — | 433 | +32 | New | Q3 2026 | Oct 19, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 33 | 10 | 0.0% | 0.01% | 432 | -1 | -2.94% | Q3 2026 | Nov 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 30 | 10 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caldwell Trust Co | History | No change | 30 | 9 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Go Invest LLC | History | No change | 29 | 9 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 27 | 8 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 26 | 8 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 26 | 8 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 22 | 7 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitlin John, LLC | History | No change | 21 | 7 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Nova Wealth Management, Inc. | History | No change | 21 | 7 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 23 | 7 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | New | 20 | 6 | 0.0% | — | 443 | +20 | New | Q3 2026 | Oct 13, 2026 |
| Key Capital Management, INC | History | No change | 11 | 3 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 8 | 2 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| POM Investment Strategies, LLC | History | No change | 7 | 2 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| GAMMA Investing LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Strive Financial Group ,LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TriaGen Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -7,623 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Wagner Wealth Management, Corp | History | Closed out | 0 | 0 | — | 1.7% | — | -6,287 | -100.0% | Q3 2026 | Oct 20, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -3,188 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Englebert Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -2,214 | -100.0% | Q3 2026 | Oct 20, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,747 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,740 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -785 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -755 | -100.0% | Q3 2026 | Oct 20, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -746 | -100.0% | Q3 2026 | Oct 05, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -710 | -100.0% | Q3 2026 | Oct 02, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -635 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -591 | -100.0% | Q3 2026 | Oct 28, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2026 | Oct 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |