FIRST TRUST EXCHANGE-TRADED FUND IV - RDVI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 12,801,978 | 376,378 | 0.08% | 0.08% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 4,084,913 | 120,096 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,767,292 | 110,758 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 2,786,549 | 81,924 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,606,955 | 76,644 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,579,990 | 75,851 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,487,340 | 73,133 | 0.09% | 0.09% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,121,503 | 59,147 | 0.08% | 0.08% | 8 | +41,112 | 1.98% | Q3 2026 | Nov 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,625,541 | 45,320 | 0.13% | 0.13% | 9 | +247,926 | 18.0% | Q3 2026 | Nov 02, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,253,958 | 36,866 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 974,155 | 28,640 | 0.39% | 0.39% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 994,035 | 27,714 | 0.06% | 0.06% | 12 | +52,734 | 5.6% | Q3 2026 | Nov 02, 2026 |
| Arax Advisory Partners | History | No change | 858,837 | 25,249 | 0.17% | 0.17% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 851,604 | 25,037 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 856,465 | 23,878 | 0.27% | 0.27% | 15 | +3,712 | 0.44% | Q3 2026 | Oct 20, 2026 |
| Janney Montgomery Scott LLC | History | No change | 781,655 | 22,981 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | No change | 713,832 | 20,986 | 0.13% | 0.13% | 17 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 703,618 | 19,616 | 0.53% | 0.59% | 18 | -7,610 | -1.07% | Q3 2026 | Oct 05, 2026 |
| Second Half Financial Partners, LLC | History | No change | 628,118 | 18,466 | 7.57% | 7.57% | 19 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 616,804 | 18,134 | 0.12% | 0.12% | 20 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Bullseye Investment Management, LLC | History | Added to | 645,845 | 18,006 | 8.89% | 8.8% | 21 | +36,779 | 6.04% | Q3 2026 | Oct 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 604,216 | 17,763 | 0.09% | 0.09% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 620,073 | 17,287 | 2.14% | 1.53% | 23 | +213,208 | 52.4% | Q3 2026 | Oct 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 579,456 | 17,036 | 0.17% | 0.17% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 546,374 | 16,063 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VestGen Advisors, LLC | History | Added to | 565,072 | 15,754 | 0.49% | 0.47% | 26 | +19,713 | 3.61% | Q3 2026 | Oct 27, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 564,582 | 15,740 | 2.87% | 3.8% | 27 | -121,520 | -17.71% | Q3 2026 | Oct 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 514,302 | 15,120 | 0.92% | 0.92% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 532,560 | 15,044 | 0.02% | 0.03% | 29 | +14,760 | 2.85% | Q3 2026 | Oct 13, 2026 |
| Cooper Capital Advisors LLC | History | Added to | 508,538 | 14,178 | 5.78% | 6.2% | 30 | +21,849 | 4.49% | Q3 2026 | Oct 29, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 492,160 | 13,721 | 0.86% | 0.95% | 31 | -14,481 | -2.86% | Q3 2026 | Oct 22, 2026 |
| Argent Advisors, Inc. | History | No change | 441,026 | 12,966 | 3.24% | 3.24% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 437,345 | 12,857 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clarus Group, Inc. | History | Added to | 432,705 | 12,063 | 3.98% | 4.24% | 34 | +7,062 | 1.66% | Q3 2026 | Oct 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 404,292 | 11,271 | 0.11% | 0.12% | 35 | -19,515 | -4.6% | Q3 2026 | Oct 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 402,759 | 11,228 | 0.08% | 0.09% | 36 | +40,458 | 11.17% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 397,180 | 11,073 | 0.08% | 0.08% | 37 | +36,996 | 10.27% | Q3 2026 | Oct 08, 2026 |
| Private Advisor Group, LLC | History | No change | 366,388 | 10,771 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 363,384 | 10,683 | 0.07% | 0.07% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 341,896 | 10,051 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 349,433 | 9,742 | 0.57% | 0.61% | 41 | -273 | -0.08% | Q3 2026 | Oct 23, 2026 |
| Echo Wealth Management, LLC | History | Added to | 345,534 | 9,633 | 4.72% | 4.96% | 42 | +14,659 | 4.43% | Q3 2026 | Oct 15, 2026 |
| Snowden Capital Advisors LLC | History | No change | 316,399 | 9,302 | 0.22% | 0.22% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 312,491 | 8,712 | 1.04% | 1.05% | 44 | +17,518 | 5.94% | Q3 2026 | Oct 28, 2026 |
| Luken Investment Analytics, LLC | History | No change | 293,324 | 8,623 | 3.01% | 3.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | No change | 292,479 | 8,595 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 289,620 | 8,514 | 0.1% | 0.1% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prospera Financial Services Inc | History | Reduced | 302,108 | 8,469 | 0.11% | 0.31% | 48 | -412,211 | -57.71% | Q3 2026 | Nov 04, 2026 |
| RFG Advisory, LLC | History | Added to | 300,761 | 8,385 | 0.12% | 0.12% | 49 | +43,601 | 16.95% | Q3 2026 | Nov 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 279,969 | 8,231 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 270,272 | 7,535 | 4.75% | 4.8% | 51 | +12,994 | 5.05% | Q3 2026 | Oct 20, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 267,293 | 7,452 | 1.61% | 1.83% | 52 | -17,219 | -6.05% | Q3 2026 | Oct 23, 2026 |
| Oxford Wealth Group, LLC | History | No change | 248,184 | 7,296 | 3.26% | 3.26% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 249,561 | 6,957 | 0.12% | 0.13% | 54 | +10,081 | 4.21% | Q3 2026 | Oct 16, 2026 |
| HighPoint Advisor Group LLC | History | No change | 234,838 | 6,904 | 0.24% | 0.24% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 228,833 | 6,727 | 0.05% | 0.05% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 215,085 | 6,323 | 0.11% | 0.11% | 57 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| James T. Borello RIA | History | Added to | 215,807 | 6,016 | 1.25% | 1.0% | 58 | +58,840 | 37.49% | Q3 2026 | Oct 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 202,755 | 5,961 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 202,280 | 5,947 | 0.07% | 0.07% | 60 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| RiverTree Advisors, LLC | History | Added to | 211,376 | 5,893 | 3.51% | 3.03% | 61 | +36,567 | 20.92% | Q3 2026 | Oct 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 208,711 | 5,818 | 0.56% | 0.57% | 62 | +20,733 | 11.03% | Q3 2026 | Oct 14, 2026 |
| Summit Financial, LLC | History | No change | 185,519 | 5,454 | 0.06% | 0.06% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Added to | 194,356 | 5,418 | 3.19% | 3.26% | 64 | +12,825 | 7.06% | Q3 2026 | Nov 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 193,732 | 5,401 | 0.24% | 0.29% | 65 | -16,231 | -7.73% | Q3 2026 | Nov 04, 2026 |
| Buska Wealth Management, LLC | History | Added to | 191,803 | 5,347 | 1.84% | 1.14% | 66 | +84,424 | 78.62% | Q3 2026 | Oct 07, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 181,543 | 5,337 | 1.7% | 1.7% | 67 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 182,774 | 5,095 | 1.64% | 1.69% | 68 | +2,497 | 1.39% | Q3 2026 | Nov 03, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 172,209 | 5,062 | 0.3% | 0.3% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| StoneX Group Inc. | History | Added to | 178,215 | 4,968 | 0.18% | 0.2% | 70 | +6,375 | 3.71% | Q3 2026 | Nov 03, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 177,823 | 4,957 | 0.31% | 0.32% | 71 | +3,581 | 2.06% | Q3 2026 | Oct 30, 2026 |
| Trueblood Wealth Management, LLC | History | Reduced | 173,205 | 4,828 | 1.7% | 1.79% | 72 | -1,694 | -0.97% | Q3 2026 | Oct 23, 2026 |
| Semus Wealth Partners LLC | History | Added to | 172,512 | 4,809 | 2.19% | 2.17% | 73 | +19,490 | 12.74% | Q3 2026 | Oct 22, 2026 |
| Elevation Advisory Partners LLC | History | No change | 165,647 | 4,793 | 4.91% | 4.91% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | Added to | 170,842 | 4,763 | 4.65% | 3.95% | 75 | +33,047 | 23.98% | Q3 2026 | Nov 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 169,569 | 4,727 | 0.08% | 0.07% | 76 | +17,859 | 11.77% | Q3 2026 | Oct 28, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 169,171 | 4,716 | 0.05% | 0.06% | 77 | +6,329 | 3.89% | Q3 2026 | Oct 23, 2026 |
| Compass Financial Services Inc | History | No change | 160,135 | 4,707 | 1.76% | 1.76% | 78 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 168,771 | 4,705 | 1.38% | 1.47% | 79 | +7,459 | 4.62% | Q3 2026 | Oct 29, 2026 |
| Centerpoint Advisory Group | History | Added to | 164,525 | 4,586 | 2.85% | 2.34% | 80 | +39,063 | 31.14% | Q3 2026 | Oct 23, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 155,433 | 4,569 | 0.08% | 0.08% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| G&S Capital LLC | History | Reduced | 159,702 | 4,452 | 1.29% | 1.37% | 82 | -1,055 | -0.66% | Q3 2026 | Oct 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 159,106 | 4,435 | 0.08% | 0.07% | 83 | +28,556 | 21.87% | Q3 2026 | Oct 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 156,711 | 4,369 | 0.11% | 0.11% | 84 | +14,191 | 9.96% | Q3 2026 | Oct 19, 2026 |
| Atlas Wealth LLC | History | No change | 148,102 | 4,354 | 0.62% | 0.62% | 85 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Accel Wealth Management | History | Added to | 155,662 | 4,339 | 0.93% | 0.93% | 86 | +14,632 | 10.38% | Q3 2026 | Oct 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 153,283 | 4,273 | 0.02% | 0.03% | 88 | -10,583 | -6.46% | Q3 2026 | Oct 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 145,345 | 4,273 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 148,661 | 4,144 | 2.52% | 1.51% | 89 | +74,554 | 100.6% | Q3 2026 | Oct 13, 2026 |
| Delta Investment Management, LLC | History | No change | 140,825 | 4,140 | 0.68% | 0.68% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 136,948 | 3,818 | 0.04% | 0.03% | 91 | +39,845 | 41.03% | Q3 2026 | Oct 26, 2026 |
| Prostatis Group LLC | History | No change | 126,488 | 3,718 | 0.87% | 0.87% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 126,310 | 3,713 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 130,186 | 3,629 | 0.0% | 0.0% | 94 | +5,023 | 4.01% | Q3 2026 | Oct 30, 2026 |
| Rehmann Capital Advisory Group | History | No change | 118,403 | 3,481 | 0.16% | 0.16% | 95 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 117,905 | 3,466 | 1.65% | 1.65% | 96 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arkadios Wealth Advisors | History | No change | 114,238 | 3,358 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 106,281 | 3,124 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 103,859 | 3,053 | 0.1% | 0.1% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KPP Advisory Services LLC | History | Added to | 108,563 | 3,026 | 0.51% | 0.4% | 100 | +1,342 | 1.25% | Q3 2026 | Oct 26, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 106,540 | 2,970 | 0.08% | 0.07% | 101 | +11,732 | 12.37% | Q3 2026 | Oct 22, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 105,708 | 2,947 | 0.27% | 0.26% | 102 | +6,756 | 6.83% | Q3 2026 | Oct 19, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 104,679 | 2,918 | 0.09% | 0.04% | 103 | +64,994 | 163.77% | Q3 2026 | Oct 29, 2026 |
| Capital Analysts, LLC | History | No change | 97,070 | 2,854 | 0.07% | 0.07% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 96,808 | 2,846 | 0.06% | 0.06% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Added to | 97,456 | 2,717 | 0.03% | 0.03% | 106 | +4,246 | 4.56% | Q3 2026 | Oct 22, 2026 |
| World Investment Advisors | History | No change | 91,351 | 2,617 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIMA LLC | History | Added to | 93,120 | 2,596 | 2.65% | 2.57% | 108 | +3,553 | 3.97% | Q3 2026 | Oct 23, 2026 |
| Advisory Advocates, LLC | History | No change | 85,403 | 2,510 | 2.15% | 2.15% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IHT Wealth Management, LLC | History | No change | 84,287 | 2,478 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 88,096 | 2,456 | 0.55% | 0.4% | 111 | +27,296 | 44.89% | Q3 2026 | Oct 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 86,832 | 2,420 | 0.03% | 0.02% | 112 | +16,847 | 24.07% | Q3 2026 | Oct 30, 2026 |
| Maridea Wealth Management LLC | History | No change | 81,541 | 2,397 | 0.26% | 0.26% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Catalyst Investment Management LLC | History | New | 85,831 | 2,392 | 2.12% | — | 114 | +85,831 | New | Q3 2026 | Oct 21, 2026 |
| Sequent Planning LLC | History | No change | 80,741 | 2,373 | 0.51% | 0.51% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resolute Wealth Strategies, LLC | History | No change | 79,451 | 2,335 | 0.9% | 0.9% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Balboa Wealth Partners | History | Added to | 80,495 | 2,244 | 0.3% | 0.32% | 117 | +99 | 0.12% | Q3 2026 | Oct 20, 2026 |
| BFC Planning, Inc. | History | No change | 75,051 | 2,206 | 0.09% | 0.09% | 118 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Western Wealth Management, LLC | History | No change | 74,930 | 2,202 | 0.07% | 0.07% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | Added to | 75,554 | 2,106 | 0.1% | 0.12% | 120 | +1,484 | 2.0% | Q3 2026 | Oct 26, 2026 |
| Triumph Capital Management | History | Added to | 75,332 | 2,100 | 0.37% | 0.39% | 121 | +2,117 | 2.89% | Q3 2026 | Oct 14, 2026 |
| Advisor OS, LLC | History | Added to | 74,540 | 2,078 | 0.14% | 0.06% | 122 | +46,400 | 164.89% | Q3 2026 | Nov 03, 2026 |
| Equitable Holdings, Inc. | History | No change | 70,200 | 2,063 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 73,095 | 2,057 | 0.12% | 0.11% | 124 | +7,408 | 11.28% | Q3 2026 | Nov 02, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 73,649 | 2,053 | 2.33% | 2.28% | 125 | +9,446 | 14.71% | Q3 2026 | Oct 21, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 69,431 | 2,041 | 0.3% | 0.3% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STEPHENS INC /AR/ | History | No change | 67,173 | 1,974 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FWG Holdings, LLC | History | No change | 68,116 | 1,963 | 0.68% | 0.68% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 65,052 | 1,912 | 0.79% | 0.79% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 68,524 | 1,910 | 0.68% | 0.7% | 130 | +1,836 | 2.75% | Q3 2026 | Oct 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 68,031 | 1,896 | 0.06% | 0.05% | 131 | +14,580 | 27.28% | Q3 2026 | Nov 04, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 64,465 | 1,895 | 0.07% | 0.07% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 67,814 | 1,890 | 0.05% | — | 133 | +67,814 | New | Q3 2026 | Oct 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 63,591 | 1,870 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 65,993 | 1,839 | 0.29% | 0.26% | 135 | +9,939 | 17.73% | Q3 2026 | Oct 15, 2026 |
| MTM Investment Management, LLC | History | No change | 65,810 | 1,834 | 0.53% | 0.55% | 136 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| WCG Wealth Advisors LLC | History | No change | 61,142 | 1,797 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 64,077 | 1,786 | 0.05% | 0.05% | 138 | +6,656 | 11.59% | Q3 2026 | Oct 08, 2026 |
| Tidemark, LLC | History | No change | 58,616 | 1,723 | 0.39% | 0.39% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 58,886 | 1,641 | 0.34% | 0.31% | 140 | +3,342 | 6.02% | Q3 2026 | Oct 21, 2026 |
| Owen LaRue, LLC | History | No change | 54,811 | 1,611 | 0.56% | 0.56% | 141 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 54,129 | 1,591 | 0.29% | 0.29% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WINNACLE WEALTH LLC | History | Added to | 56,634 | 1,578 | 1.04% | 0.82% | 143 | +15,467 | 37.57% | Q3 2026 | Oct 14, 2026 |
| Sigma Planning Corp | History | Reduced | 56,160 | 1,565 | 0.04% | 0.04% | 144 | -2,375 | -4.06% | Q3 2026 | Oct 23, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 53,091 | 1,560 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PSI Advisors, LLC | History | No change | 52,380 | 1,539 | 0.36% | 0.36% | 146 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Next Level Private LLC | History | Added to | 54,062 | 1,507 | 0.29% | 0.29% | 148 | +4,412 | 8.89% | Q3 2026 | Oct 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 51,258 | 1,507 | 0.07% | 0.07% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Creative Planning | History | Reduced | 53,776 | 1,499 | 0.0% | 0.0% | 149 | -3,537 | -6.17% | Q3 2026 | Nov 02, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 50,790 | 1,493 | 0.62% | 0.62% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Core Wealth Partners LLC | History | Added to | 53,551 | 1,492 | 0.61% | 0.66% | 151 | +1,020 | 1.94% | Q3 2026 | Oct 30, 2026 |
| CreativeOne Wealth, LLC | History | No change | 49,815 | 1,464 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 49,628 | 1,459 | 0.06% | 0.06% | 153 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Savvy Advisors, Inc. | History | No change | 48,580 | 1,428 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Visionary Wealth Advisors | History | Added to | 51,205 | 1,427 | 0.06% | 0.05% | 155 | +7,979 | 18.46% | Q3 2026 | Nov 04, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 50,296 | 1,402 | 0.21% | 0.19% | 156 | +8,432 | 20.14% | Q3 2026 | Oct 20, 2026 |
| CITADEL ADVISORS LLC | History | No change | 46,964 | 1,380 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Mutual Advisors, LLC | History | No change | 46,448 | 1,365 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 48,494 | 1,352 | 0.73% | 0.75% | 159 | +486 | 1.01% | Q3 2026 | Oct 27, 2026 |
| Truvestments Capital LLC | History | No change | 45,893 | 1,349 | 0.2% | 0.2% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Marshall Financial Group, LLC | History | No change | 44,351 | 1,303 | 0.19% | 0.19% | 161 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Compound Planning, Inc. | History | No change | 43,935 | 1,291 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 43,178 | 1,269 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 44,830 | 1,249 | 0.22% | 0.22% | 164 | +2,023 | 4.73% | Q3 2026 | Oct 22, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 42,431 | 1,247 | 0.52% | 0.52% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 43,960 | 1,225 | 0.09% | 0.06% | 166 | +9,647 | 28.11% | Q3 2026 | Oct 28, 2026 |
| Kovack Advisors, Inc. | History | No change | 41,717 | 1,219 | 0.06% | 0.06% | 167 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | No change | 40,514 | 1,191 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advyzon Investment Management, LLC | History | No change | 39,810 | 1,170 | 0.08% | 0.08% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 41,025 | 1,143 | 0.23% | 0.24% | 170 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 38,877 | 1,142 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 40,848 | 1,138 | 0.02% | 0.03% | 172 | -1,938 | -4.53% | Q3 2026 | Nov 02, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 38,542 | 1,133 | 0.23% | 0.23% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 37,237 | 1,094 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Harvest Investment Services, LLC | History | No change | 37,045 | 1,089 | 0.17% | 0.17% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 36,957 | 1,086 | 0.06% | 0.06% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 36,788 | 1,081 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Formidable Asset Management, LLC | History | Added to | 36,135 | 1,062 | 0.16% | 0.12% | 178 | +5,500 | 17.95% | Q3 2026 | Nov 03, 2026 |
| Darwin Wealth Management, LLC | History | No change | 33,916 | 997 | 0.27% | 0.27% | 179 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 35,723 | 995 | 0.03% | 0.03% | 180 | +200 | 0.56% | Q3 2026 | Oct 08, 2026 |
| Moors & Cabot, Inc. | History | No change | 33,686 | 990 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 33,413 | 982 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 32,514 | 955 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | No change | 30,410 | 894 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 30,207 | 888 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 30,905 | 861 | 0.3% | 0.42% | 186 | -83 | -0.27% | Q3 2026 | Oct 29, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 30,798 | 858 | 0.03% | 0.03% | 187 | -100 | -0.32% | Q3 2026 | Oct 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 30,674 | 855 | 0.04% | 0.02% | 188 | +13,581 | 79.45% | Q3 2026 | Nov 04, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 30,342 | 845 | 0.02% | 0.02% | 189 | -97 | -0.32% | Q3 2026 | Oct 13, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 29,835 | 843 | 0.19% | 0.2% | 190 | -1,655 | -5.26% | Q3 2026 | Oct 28, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 29,807 | 831 | 0.02% | 0.02% | 191 | +3,808 | 14.65% | Q3 2026 | Nov 04, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 29,788 | 830 | 0.2% | 0.23% | 192 | -2,028 | -6.37% | Q3 2026 | Oct 19, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 29,558 | 824 | 0.06% | 0.07% | 193 | +7 | 0.02% | Q3 2026 | Oct 20, 2026 |
| Integrated Advisors Network LLC | History | Added to | 29,239 | 815 | 0.04% | 0.04% | 194 | +1,035 | 3.67% | Q3 2026 | Oct 20, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 28,208 | 786 | 0.27% | 0.27% | 195 | +1,423 | 5.31% | Q3 2026 | Oct 20, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 26,507 | 739 | 0.01% | — | 197 | +26,507 | New | Q3 2026 | Nov 04, 2026 |
| 1776 Wealth LLC | History | No change | 25,157 | 739 | 0.26% | 0.26% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 25,005 | 735 | 0.23% | 0.23% | 198 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| National Wealth Management Group, LLC | History | Added to | 26,248 | 731 | 0.21% | 0.19% | 199 | +5,695 | 27.71% | Q3 2026 | Oct 26, 2026 |
| NOVEM GROUP | History | Reduced | 25,889 | 721 | 0.07% | 0.08% | 200 | -51 | -0.2% | Q3 2026 | Oct 19, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 25,790 | 719 | 0.03% | 0.03% | 201 | +4,246 | 19.71% | Q3 2026 | Oct 23, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 25,567 | 712 | 0.04% | 0.05% | 202 | -1,042 | -3.92% | Q3 2026 | Oct 26, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 23,508 | 691 | 0.17% | 0.17% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TKG Advisors, LLC | History | Reduced | 24,433 | 681 | 0.23% | 0.25% | 204 | -1 | -0.0% | Q3 2026 | Oct 30, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 24,197 | 674 | 0.01% | 0.01% | 205 | +1,033 | 4.46% | Q3 2026 | Oct 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 22,646 | 665 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 22,575 | 663 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MSH Capital Advisors LLC | History | Added to | 23,558 | 656 | 0.1% | 0.08% | 208 | +8,073 | 52.13% | Q3 2026 | Nov 02, 2026 |
| Advisory Services Network, LLC | History | No change | 22,230 | 653 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 22,373 | 632 | 0.04% | 0.04% | 210 | +4,615 | 25.99% | Q3 2026 | Oct 30, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 21,347 | 627 | 0.46% | 0.46% | 211 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 20,776 | 610 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 20,661 | 583 | 0.03% | 0.03% | 213 | -902 | -4.18% | Q3 2026 | Oct 09, 2026 |
| SMITH, MOORE & CO. | History | No change | 19,629 | 577 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 18,878 | 555 | 0.04% | 0.04% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 19,608 | 546 | 0.02% | 0.03% | 216 | +2,477 | 14.46% | Q3 2026 | Oct 13, 2026 |
| Waverly Advisors, LLC | History | No change | 18,267 | 537 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 18,824 | 524 | 0.02% | 0.02% | 218 | +2,271 | 13.72% | Q3 2026 | Oct 16, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 17,819 | 523 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 17,738 | 521 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 17,146 | 504 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 17,556 | 489 | 0.18% | 0.36% | 222 | -17,121 | -49.37% | Q3 2026 | Nov 02, 2026 |
| Independent Wealth Network Inc. | History | Added to | 17,533 | 488 | 0.12% | 0.12% | 223 | +969 | 5.85% | Q3 2026 | Oct 19, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 16,961 | 472 | 0.05% | 0.05% | 224 | -425 | -2.44% | Q3 2026 | Oct 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 16,015 | 470 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 16,435 | 458 | 0.31% | 0.42% | 226 | -4,821 | -22.68% | Q3 2026 | Oct 20, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 15,976 | 445 | 0.03% | 0.03% | 227 | +2 | 0.01% | Q3 2026 | Oct 08, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | New | 15,952 | 444 | 0.05% | — | 228 | +15,952 | New | Q3 2026 | Oct 16, 2026 |
| Ignite Planners, LLC | History | Added to | 15,585 | 434 | 0.06% | 0.06% | 230 | +243 | 1.58% | Q3 2026 | Oct 14, 2026 |
| Continuum Advisory, LLC | History | No change | 14,795 | 434 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HBK Sorce Advisory LLC | History | No change | 14,404 | 430 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Added to | 15,247 | 425 | 0.19% | 0.19% | 232 | +321 | 2.15% | Q3 2026 | Nov 04, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 14,766 | 411 | 0.02% | 0.01% | 233 | +7,156 | 94.03% | Q3 2026 | Oct 29, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 13,882 | 408 | 0.05% | 0.05% | 234 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tortuga Wealth Management, Inc | History | Added to | 14,623 | 407 | 0.29% | 0.29% | 235 | +1,398 | 10.57% | Q3 2026 | Oct 27, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 13,544 | 398 | 0.19% | 0.19% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 13,368 | 393 | 0.06% | 0.06% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Southland Equity Partners LLC | History | New | 13,754 | 383 | 0.07% | — | 238 | +13,754 | New | Q3 2026 | Oct 14, 2026 |
| WealthTrust Asset Management, LLC | History | No change | 13,127 | 365 | 0.2% | 0.21% | 239 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| SHP Wealth Management | History | No change | 12,285 | 361 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 12,155 | 357 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gerald Baker Financial Group LLC | History | Added to | 12,609 | 351 | 0.1% | 0.1% | 242 | +244 | 1.97% | Q3 2026 | Oct 09, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 11,769 | 345 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Element Wealth, LLC | History | No change | 11,654 | 342 | 0.13% | 0.13% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alessandra Capital Management, LLC | History | Added to | 11,900 | 331 | 0.23% | 0.2% | 245 | +2,500 | 26.6% | Q3 2026 | Oct 30, 2026 |
| Faithward Advisors, LLC | History | No change | 11,023 | 324 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 11,187 | 311 | 0.02% | 0.02% | 247 | +1,856 | 19.89% | Q3 2026 | Oct 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 10,520 | 293 | 0.02% | 0.02% | 248 | +1,321 | 14.36% | Q3 2026 | Oct 08, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 9,918 | 291 | 0.2% | 0.2% | 249 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 10,376 | 289 | 0.05% | 0.05% | 250 | +259 | 2.56% | Q3 2026 | Oct 13, 2026 |
| Chris Bulman Inc | History | Added to | 10,166 | 283 | 0.1% | 0.11% | 251 | +19 | 0.19% | Q3 2026 | Oct 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 10,076 | 280 | 0.01% | 0.02% | 252 | -27,792 | -73.39% | Q3 2026 | Oct 21, 2026 |
| EP Wealth Advisors, LLC | History | No change | 9,450 | 277 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 9,323 | 274 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 9,329 | 274 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 9,569 | 266 | 0.1% | 0.11% | 256 | -180 | -1.85% | Q3 2026 | Oct 21, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 9,355 | 260 | 0.05% | 0.04% | 257 | +2,355 | 33.64% | Q3 2026 | Oct 26, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 8,869 | 260 | 0.04% | 0.04% | 258 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 8,716 | 256 | 0.05% | 0.05% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 8,734 | 256 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 9,149 | 255 | 0.07% | 0.08% | 262 | -209 | -2.23% | Q3 2026 | Oct 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,679 | 255 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 9,173 | 253 | 0.07% | 0.07% | 263 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Synergy Asset Management, LLC | History | No change | 8,588 | 252 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PFG Advisors | History | Added to | 9,023 | 251 | 0.01% | 0.01% | 265 | +38 | 0.42% | Q3 2026 | Oct 15, 2026 |
| Inspire Advisors, LLC | History | No change | 8,490 | 249 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,069 | 237 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Reduced | 8,425 | 234 | 0.17% | 0.2% | 268 | -700 | -7.67% | Q3 2026 | Oct 07, 2026 |
| Prospect Financial Services LLC | History | No change | 7,966 | 234 | 0.12% | 0.12% | 269 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ascentis Independent Advisors | History | New | 8,243 | 229 | 0.01% | — | 271 | +8,243 | New | Q3 2026 | Nov 03, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 8,247 | 229 | 0.11% | 0.14% | 270 | +59 | 0.72% | Q3 2026 | Nov 02, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 8,052 | 224 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Mattern Wealth Management LLC | History | No change | 8,000 | 223 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 7,519 | 221 | 0.09% | 0.09% | 274 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Reduced | 7,696 | 214 | 0.14% | 0.15% | 275 | -1 | -0.01% | Q3 2026 | Oct 15, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 7,500 | 211 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Treasure Coast Financial Planning | History | No change | 7,576 | 211 | 0.1% | 0.11% | 277 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 7,304 | 203 | 0.13% | 0.14% | 278 | -568 | -7.22% | Q3 2026 | Oct 07, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 6,864 | 201 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SYM FINANCIAL Corp | History | New | 7,000 | 195 | 0.01% | — | 280 | +7,000 | New | Q3 2026 | Oct 26, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 6,464 | 190 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Catherine Avery Investment Management LLC | History | No change | 6,443 | 179 | 0.15% | 0.08% | 282 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 6,100 | 179 | 0.06% | 0.06% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 5,600 | 156 | 0.04% | 0.03% | 284 | +1,945 | 53.21% | Q3 2026 | Oct 13, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 5,473 | 152 | 0.08% | 0.09% | 285 | +109 | 2.03% | Q3 2026 | Oct 26, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 5,447 | 151 | 0.01% | 0.01% | 286 | +34 | 0.63% | Q3 2026 | Oct 26, 2026 |
| Topsail Wealth Management, LLC | History | No change | 5,094 | 149 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 4,521 | 132 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 4,500 | 132 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 4,600 | 128 | 0.04% | 0.04% | 290 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Allworth Financial LP | History | No change | 4,243 | 124 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 3,944 | 109 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,200 | 94 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 3,070 | 85 | 0.01% | 0.02% | 294 | -811 | -20.9% | Q3 2026 | Oct 21, 2026 |
| Ancora Advisors LLC | History | No change | 2,072 | 60 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Group, LTD | History | New | 2,049 | 57 | 0.01% | — | 297 | +2,049 | New | Q3 2026 | Oct 28, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 2,053 | 57 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 2,000 | 55 | 0.02% | 0.03% | 298 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,866 | 52 | 0.0% | 0.0% | 299 | -1,466 | -44.0% | Q3 2026 | Nov 03, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,528 | 42 | 0.0% | 0.0% | 300 | +985 | 181.4% | Q3 2026 | Oct 21, 2026 |