FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - SKYY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,425,293 | 191,787 | 0.01% | 0.01% | 1 | -59,781 | -4.03% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 914,073 | 122,997 | 0.01% | 0.01% | 2 | +86,821 | 10.5% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 851,862 | 114,626 | 0.03% | 0.03% | 3 | -71,790 | -7.77% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 446,700 | 60,107 | 0.04% | 0.03% | 4 | +63,000 | 16.42% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 420,485 | 56,580 | 0.01% | 0.01% | 5 | +14,619 | 3.6% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 375,342 | 50,505 | 0.01% | 0.01% | 6 | +169 | 0.05% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 237,157 | 31,911 | 0.01% | 0.01% | 7 | -3,598 | -1.49% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 202,690 | 27,274 | 0.0% | 0.0% | 8 | -9,564 | -4.51% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | New | 152,272 | 20,489 | 0.24% | — | 9 | +152,272 | New | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 145,868 | 19,625 | 0.0% | 0.0% | 10 | -11,358 | -7.22% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 136,129 | 18,317 | 0.02% | 0.02% | 11 | -12,086 | -8.15% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 116,251 | 15,449 | 0.0% | 0.0% | 12 | -2,061 | -1.74% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 111,288 | 14,979 | 0.02% | 0.02% | 13 | -1,812 | -1.6% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 105,364 | 14,177 | 0.0% | 0.0% | 14 | -29,388 | -21.81% | Q2 2026 | Aug 03, 2026 |
| Kirkwood Financial Services | History | Added to | 86,165 | 11,600 | 3.32% | 3.1% | 15 | +3,463 | 4.19% | Q2 2026 | Aug 25, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 82,356 | 11,082 | 0.03% | 0.03% | 16 | -14,879 | -15.3% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 81,062 | 10,907 | 0.01% | 0.01% | 17 | -6,528 | -7.45% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 72,861 | 9,804 | 0.06% | 0.06% | 18 | -979 | -1.33% | Q2 2026 | Sep 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 72,772 | 9,792 | 0.0% | 0.0% | 19 | +38,102 | 109.9% | Q2 2026 | Sep 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 62,823 | 8,453 | 0.02% | 0.02% | 20 | +2,814 | 4.69% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 62,595 | 8,422 | 0.01% | 0.01% | 21 | -5,560 | -8.16% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 62,038 | 8,347 | 0.01% | 0.01% | 22 | -1,130 | -1.79% | Q2 2026 | Jul 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 61,017 | 8,210 | 0.01% | 0.01% | 23 | +374 | 0.62% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 60,684 | 8,165 | 0.04% | 0.04% | 24 | -18,860 | -23.71% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 54,710 | 7,361 | 0.02% | 0.02% | 25 | -1,728 | -3.06% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 52,991 | 7,130 | 0.01% | 0.01% | 26 | -1,596 | -2.92% | Q2 2026 | Aug 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 50,242 | 6,760 | 0.13% | 0.13% | 27 | -1,376 | -2.67% | Q2 2026 | Jul 15, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Reduced | 47,255 | 6,235 | 1.17% | 1.18% | 28 | -800 | -1.66% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 44,386 | 5,972 | 0.0% | 0.0% | 29 | +9,977 | 29.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 43,644 | 5,872 | 0.14% | 0.15% | 30 | -8,389 | -16.12% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 39,272 | 5,284 | 0.0% | 0.0% | 31 | -5,876 | -13.01% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 37,221 | 5,008 | 0.03% | 0.04% | 32 | -6,284 | -14.44% | Q2 2026 | Aug 17, 2026 |
| Ignite Planners, LLC | History | Reduced | 34,306 | 4,616 | 0.63% | 0.58% | 33 | -193 | -0.56% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | Added to | 33,327 | 4,484 | 0.01% | 0.01% | 34 | +123 | 0.37% | Q2 2026 | Aug 12, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 40,835 | 4,465 | 1.54% | 1.54% | 35 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 33,019 | 4,443 | 0.26% | 0.26% | 36 | -4,380 | -11.71% | Q2 2026 | Aug 04, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 31,597 | 4,251 | 0.2% | 0.19% | 37 | -495 | -1.54% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | Reduced | 31,094 | 4,183 | 0.0% | 0.0% | 38 | -2,211 | -6.64% | Q2 2026 | Aug 12, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 30,708 | 4,131 | 0.66% | 0.63% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quadrature Capital Ltd | History | Added to | 30,485 | 4,102 | 0.04% | 0.01% | 40 | +22,424 | 278.18% | Q2 2026 | Aug 06, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 30,268 | 4,072 | 0.0% | 0.0% | 41 | +17,583 | 138.61% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 28,121 | 3,783 | 0.01% | 0.01% | 42 | +725 | 2.65% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | Reduced | 27,567 | 3,709 | 0.0% | 0.0% | 43 | -1,382 | -4.77% | Q2 2026 | Aug 05, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 26,431 | 3,556 | 1.48% | 1.5% | 44 | -905 | -3.31% | Q2 2026 | Aug 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 30,028 | 3,283 | 0.2% | 0.2% | 45 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 24,350 | 3,278 | 0.03% | 0.03% | 46 | -641 | -2.56% | Q2 2026 | Jul 24, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 23,411 | 3,150 | 0.29% | 0.28% | 47 | +243 | 1.05% | Q2 2026 | Jul 22, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 22,409 | 3,015 | 0.55% | 0.48% | 48 | +233 | 1.05% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 22,019 | 2,962 | 0.02% | 0.01% | 49 | -300 | -1.34% | Q2 2026 | Jul 24, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 21,992 | 2,959 | 0.04% | 0.04% | 50 | -1,461 | -6.23% | Q2 2026 | Aug 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 20,937 | 2,817 | 0.0% | 0.0% | 51 | -2,835 | -11.93% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 20,787 | 2,797 | 0.03% | 0.03% | 52 | -3,959 | -16.0% | Q2 2026 | Aug 03, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 20,596 | 2,771 | 0.06% | 0.07% | 53 | +4,620 | 28.92% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 20,206 | 2,718 | 0.04% | 0.03% | 54 | -99 | -0.49% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 19,919 | 2,680 | 0.0% | 0.0% | 55 | -16,396 | -45.15% | Q2 2026 | Aug 14, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 19,875 | 2,674 | 1.5% | 1.47% | 56 | -514 | -2.52% | Q2 2026 | Jul 23, 2026 |
| Capital Analysts, LLC | History | Reduced | 19,825 | 2,668 | 0.06% | 0.06% | 57 | -118 | -0.59% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 19,479 | 2,621 | 0.03% | 0.02% | 58 | -382 | -1.92% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 19,397 | 2,607 | 0.0% | 0.0% | 59 | -11 | -0.06% | Q2 2026 | Aug 11, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 19,129 | 2,573 | 1.49% | 1.46% | 60 | -8,159 | -29.9% | Q2 2026 | Aug 18, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 18,797 | 2,529 | 0.05% | 0.04% | 61 | +257 | 1.39% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | Added to | 17,228 | 2,318 | 0.01% | 0.01% | 62 | +1,152 | 7.17% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 17,125 | 2,304 | 0.0% | 0.0% | 63 | +1,403 | 8.92% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 16,583 | 2,231 | 0.04% | 0.04% | 64 | -2,249 | -11.94% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 16,430 | 2,210 | 0.01% | 0.01% | 65 | +1,711 | 11.62% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 16,052 | 2,159 | 0.01% | 0.01% | 66 | +14,334 | 834.34% | Q2 2026 | Aug 10, 2026 |
| High Point Wealth Management, LLC | History | Reduced | 15,836 | 2,130 | 1.74% | 1.69% | 67 | -200 | -1.25% | Q2 2026 | Jul 20, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 15,733 | 2,117 | 0.14% | 0.14% | 68 | -838 | -5.06% | Q2 2026 | Jul 21, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 15,642 | 2,104 | 0.0% | 0.0% | 69 | -265 | -1.67% | Q2 2026 | Jul 28, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 14,875 | 2,001 | 0.12% | 0.15% | 70 | -19,577 | -56.82% | Q2 2026 | Aug 04, 2026 |
| Sage Capital Management, LLC | History | Added to | 14,679 | 1,976 | 0.77% | 0.66% | 71 | +1,780 | 13.8% | Q2 2026 | Jul 20, 2026 |
| Mariner, LLC | History | Reduced | 14,667 | 1,973 | 0.0% | 0.0% | 72 | -13,230 | -47.42% | Q2 2026 | Aug 13, 2026 |
| Keebeck Wealth Management | History | Reduced | 14,620 | 1,967 | 0.19% | 0.18% | 73 | -115 | -0.78% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 14,509 | 1,954 | 0.03% | 0.03% | 74 | -106 | -0.73% | Q2 2026 | Jul 15, 2026 |
| HRT FINANCIAL LP | History | Reduced | 14,310 | 1,925 | 0.0% | 0.01% | 75 | -22,467 | -61.09% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,604 | 1,901 | 0.0% | 0.0% | 76 | -2,580 | -15.94% | Q2 2026 | Jul 15, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 14,063 | 1,892 | 0.49% | 0.51% | 77 | -934 | -6.23% | Q2 2026 | Jul 28, 2026 |
| FULTON BANK, N.A. | History | Reduced | 13,688 | 1,841 | 0.06% | 0.05% | 78 | -144 | -1.04% | Q2 2026 | Jul 09, 2026 |
| Lido Advisors, LLC | History | Reduced | 13,607 | 1,831 | 0.0% | 0.0% | 79 | -211 | -1.53% | Q2 2026 | Aug 07, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 13,145 | 1,768 | 0.2% | 0.14% | 80 | +1,407 | 11.99% | Q2 2026 | Jul 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 12,889 | 1,734 | 0.01% | 0.01% | 81 | -101 | -0.78% | Q2 2026 | Jul 17, 2026 |
| CWM, LLC | History | No change | 15,379 | 1,681 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITY HOLDING CO | History | Reduced | 12,471 | 1,678 | 0.19% | 0.17% | 83 | -120 | -0.95% | Q2 2026 | Jul 10, 2026 |
| Belvedere Trading LLC | History | Added to | 12,434 | 1,673 | 0.0% | 0.0% | 84 | +7,667 | 160.83% | Q2 2026 | Jul 31, 2026 |
| Belpointe Asset Management LLC | History | Added to | 12,351 | 1,661 | 0.05% | 0.05% | 85 | +185 | 1.52% | Q2 2026 | Jul 31, 2026 |
| Segment Wealth Management, LLC | History | No change | 11,962 | 1,609 | 0.08% | 0.08% | 86 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sigma Planning Corp | History | Reduced | 11,769 | 1,583 | 0.04% | 0.04% | 87 | -146 | -1.23% | Q2 2026 | Aug 07, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 11,519 | 1,549 | 0.02% | 0.02% | 88 | +45 | 0.39% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | Reduced | 11,509 | 1,548 | 0.0% | 0.0% | 89 | -854 | -6.91% | Q2 2026 | Aug 13, 2026 |
| Apollon Financial, LLC | History | Reduced | 11,422 | 1,536 | 0.18% | 0.18% | 90 | -383 | -3.24% | Q2 2026 | Jul 22, 2026 |
| IFG Advisory, LLC | History | New | 11,134 | 1,498 | 0.05% | — | 91 | +11,134 | New | Q2 2026 | Aug 13, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 10,992 | 1,487 | 2.13% | 2.22% | 92 | -152,823 | -93.29% | Q2 2026 | Jul 08, 2026 |
| SP Asset Management LLC | History | No change | 11,010 | 1,481 | 0.12% | 0.11% | 93 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 10,803 | 1,453 | 0.01% | 0.01% | 94 | -435 | -3.87% | Q2 2026 | Aug 13, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 10,695 | 1,439 | 0.22% | 0.13% | 95 | +3,746 | 53.91% | Q2 2026 | Jul 16, 2026 |
| Cerity Partners LLC | History | Reduced | 10,640 | 1,431 | 0.0% | 0.0% | 96 | -200 | -1.85% | Q2 2026 | Aug 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 13,051 | 1,427 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Summit Financial, LLC | History | Reduced | 10,525 | 1,416 | 0.02% | 0.02% | 98 | -389 | -3.56% | Q2 2026 | Aug 12, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 10,435 | 1,404 | 0.03% | 0.03% | 99 | -123 | -1.16% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 10,401 | 1,399 | 0.01% | 0.01% | 100 | +18 | 0.17% | Q2 2026 | Aug 06, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 10,314 | 1,387 | 0.05% | 0.04% | 101 | +623 | 6.43% | Q2 2026 | Aug 05, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 10,000 | 1,345 | 0.0% | 0.0% | 102 | -732 | -6.82% | Q2 2026 | Aug 03, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 9,941 | 1,337 | 0.01% | 0.01% | 103 | +1,050 | 11.81% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 9,756 | 1,312 | 0.0% | 0.0% | 104 | -1,707 | -14.89% | Q2 2026 | Aug 03, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 9,701 | 1,305 | 0.08% | 0.08% | 105 | -67 | -0.69% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 9,688 | 1,303 | 0.02% | 0.02% | 106 | -426 | -4.21% | Q2 2026 | Jul 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 9,627 | 1,295 | 0.01% | 0.01% | 107 | +84 | 0.88% | Q2 2026 | Jul 28, 2026 |
| 1776 Wealth LLC | History | Reduced | 9,393 | 1,263 | 0.45% | 0.41% | 108 | -44 | -0.47% | Q2 2026 | Aug 10, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 9,310 | 1,252 | 0.28% | 0.29% | 109 | -1,137 | -10.88% | Q2 2026 | Aug 13, 2026 |
| MIRAMONTES CAPITAL, LLC | History | Added to | 9,280 | 1,248 | 0.39% | 0.29% | 110 | +1,583 | 20.57% | Q2 2026 | Sep 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 8,985 | 1,209 | 0.0% | 0.0% | 111 | +3,245 | 56.53% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | Added to | 8,808 | 1,185 | 0.21% | 0.2% | 112 | +19 | 0.22% | Q2 2026 | Jul 20, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 8,776 | 1,180 | 1.01% | 0.95% | 113 | -22 | -0.25% | Q2 2026 | Jul 07, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 8,575 | 1,153 | 0.03% | 0.03% | 114 | +60 | 0.7% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,560 | 1,151 | 0.0% | 0.0% | 115 | -3,565 | -29.4% | Q2 2026 | Aug 19, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 8,408 | 1,131 | 0.06% | 0.06% | 116 | +30 | 0.36% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 8,338 | 1,121 | 0.02% | 0.02% | 117 | -1,014 | -10.84% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 8,300 | 1,116 | 0.01% | 0.01% | 118 | +127 | 1.55% | Q2 2026 | Aug 14, 2026 |
| Florin Court Capital LLP | History | New | 8,200 | 1,103 | 1.8% | — | 119 | +8,200 | New | Q2 2026 | Aug 04, 2026 |
| RFG Advisory, LLC | History | Reduced | 8,184 | 1,101 | 0.02% | 0.02% | 120 | -3,255 | -28.46% | Q2 2026 | Jul 15, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 8,035 | 1,081 | 0.01% | 0.01% | 121 | +2,090 | 35.16% | Q2 2026 | Jul 20, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 7,926 | 1,066 | 0.05% | 0.04% | 122 | +1,967 | 33.01% | Q2 2026 | Jul 28, 2026 |
| Rathbones Group PLC | History | Reduced | 7,886 | 1,061 | 0.0% | 0.0% | 123 | -200 | -2.47% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,851 | 1,056 | 0.0% | 0.0% | 124 | +2,619 | 50.06% | Q2 2026 | Aug 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 7,822 | 1,052 | 0.02% | 0.0% | 125 | +5,646 | 259.47% | Q2 2026 | Jul 13, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Added to | 7,670 | 1,032 | 0.48% | 0.24% | 126 | +3,819 | 99.17% | Q2 2026 | Jul 30, 2026 |
| Western Wealth Management, LLC | History | Reduced | 7,486 | 1,007 | 0.03% | 0.03% | 127 | -64 | -0.85% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | Reduced | 7,258 | 976 | 0.02% | 0.02% | 128 | -2,216 | -23.39% | Q2 2026 | Aug 07, 2026 |
| ACORN CREEK CAPITAL LLC | History | Reduced | 7,246 | 975 | 0.33% | 0.29% | 129 | -229 | -3.06% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | New | 7,235 | 973 | 0.01% | — | 130 | +7,235 | New | Q2 2026 | Aug 14, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 6,305 | 967 | 0.02% | 0.02% | 131 | -2 | -0.03% | Q2 2026 | Aug 06, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 6,824 | 918 | 0.01% | 0.01% | 132 | -1,200 | -14.96% | Q2 2026 | Aug 03, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 6,687 | 899 | 0.34% | 0.32% | 133 | -600 | -8.23% | Q2 2026 | Jul 24, 2026 |
| Savant Capital, LLC | History | Added to | 6,019 | 891 | 0.0% | 0.0% | 134 | +4,122 | 217.29% | Q2 2026 | Aug 10, 2026 |
| Cresta Advisors, Ltd. | History | No change | 6,554 | 881 | 0.32% | 0.29% | 135 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Simplicity Wealth,LLC | History | Added to | 6,492 | 873 | 0.03% | 0.03% | 136 | +1,273 | 24.39% | Q2 2026 | Aug 06, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 6,445 | 867 | 0.34% | 0.48% | 137 | -3,462 | -34.94% | Q2 2026 | Aug 05, 2026 |
| Spire Wealth Management | History | Added to | 6,402 | 861 | 0.03% | 0.02% | 138 | +680 | 11.88% | Q2 2026 | Jul 15, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 6,269 | 843 | 0.09% | 0.07% | 139 | +285 | 4.76% | Q2 2026 | Jul 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,126 | 824 | 0.01% | 0.01% | 140 | -329 | -5.1% | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,058 | 815 | 0.0% | 0.0% | 141 | -272 | -4.3% | Q2 2026 | Aug 12, 2026 |
| Osbon Capital Management LLC | History | Reduced | 6,038 | 812 | 0.64% | 0.73% | 142 | -2,095 | -25.76% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 5,954 | 801 | 0.05% | 0.05% | 143 | -1,200 | -16.77% | Q2 2026 | Aug 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 5,925 | 797 | 0.0% | 0.0% | 144 | +355 | 6.37% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,531 | 744 | 0.0% | 0.0% | 145 | +1,061 | 23.74% | Q2 2026 | Jul 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 5,526 | 743 | 0.01% | 0.03% | 146 | -10,849 | -66.25% | Q2 2026 | Aug 04, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 5,472 | 736 | 0.04% | 0.05% | 147 | -1,063 | -16.27% | Q2 2026 | Aug 13, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 5,315 | 715 | 0.17% | 0.17% | 148 | -50 | -0.93% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | Added to | 5,238 | 704 | 0.0% | 0.0% | 149 | +1,207 | 29.94% | Q2 2026 | Aug 14, 2026 |
| ICONIQ Capital, LLC | History | No change | 5,235 | 704 | 0.02% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 5,140 | 691 | 0.04% | 0.04% | 151 | -501 | -8.88% | Q2 2026 | Aug 07, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 5,108 | 687 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 5,140 | 666 | 0.01% | 0.01% | 153 | +990 | 23.86% | Q2 2026 | Jul 29, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 4,853 | 652 | 0.17% | 0.16% | 154 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Warner Group LLC | History | Added to | 4,822 | 648 | 0.16% | 0.18% | 155 | +2,349 | 94.99% | Q2 2026 | Jul 27, 2026 |
| PFG Investments, LLC | History | Reduced | 4,759 | 640 | 0.02% | 0.03% | 156 | -210 | -4.23% | Q2 2026 | Jul 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,756 | 639 | 0.06% | — | 157 | +4,756 | New | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 4,731 | 636 | 0.01% | 0.01% | 158 | -87 | -1.81% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | Reduced | 5,781 | 634 | 0.01% | 0.01% | 159 | -315 | -5.17% | Q2 2026 | Aug 13, 2026 |
| Reliant Investment Partners, LLC | History | Reduced | 4,700 | 632 | 0.43% | 0.43% | 161 | -25 | -0.53% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | No change | 4,702 | 632 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Reduced | 4,407 | 593 | 0.0% | 0.0% | 162 | -264 | -5.65% | Q2 2026 | Aug 27, 2026 |
| Capstone Wealth Management Group, Inc. | History | New | 4,370 | 588 | 0.35% | — | 164 | +4,370 | New | Q2 2026 | Jul 27, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 4,375 | 588 | 0.06% | 0.05% | 163 | -125 | -2.78% | Q2 2026 | Jul 22, 2026 |
| StoneX Group Inc. | History | Added to | 4,310 | 579 | 0.02% | 0.02% | 165 | +478 | 12.47% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Reduced | 4,277 | 575 | 0.01% | 0.01% | 166 | -4,112 | -49.02% | Q2 2026 | Jul 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 4,153 | 558 | 0.02% | 0.14% | 168 | -22,159 | -84.22% | Q2 2026 | Jul 27, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 4,151 | 558 | 0.2% | 0.19% | 167 | -137 | -3.19% | Q2 2026 | Jul 30, 2026 |
| BlackRock, Inc. | History | Reduced | 4,139 | 556 | 0.0% | 0.0% | 169 | -251 | -5.72% | Q2 2026 | Aug 07, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 4,119 | 554 | 0.21% | 0.2% | 171 | -82 | -1.95% | Q2 2026 | Jul 09, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 4,123 | 554 | 0.02% | 0.02% | 170 | -16 | -0.39% | Q2 2026 | Jul 22, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 4,096 | 551 | 0.11% | 0.11% | 172 | -193 | -4.5% | Q2 2026 | Aug 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 3,980 | 542 | 0.03% | 0.03% | 173 | +23 | 0.58% | Q2 2026 | Jul 22, 2026 |
| Balance Wealth Partners LLC | History | Reduced | 3,885 | 522 | 0.14% | 0.14% | 174 | -155 | -3.84% | Q2 2026 | Jul 21, 2026 |
| Vivaldi Capital Management LP | History | No change | 4,755 | 520 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 3,815 | 513 | 0.13% | 0.13% | 176 | -155 | -3.9% | Q2 2026 | Jul 30, 2026 |
| Glassman Wealth Services | History | No change | 3,757 | 505 | 0.06% | 0.06% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 3,741 | 503 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 4,608 | 503 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 3,735 | 502 | 0.0% | 0.0% | 180 | -97 | -2.53% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 3,649 | 490 | 0.01% | 0.01% | 181 | +150 | 4.29% | Q2 2026 | Aug 12, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 4,447 | 486 | 0.3% | 0.3% | 182 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 3,603 | 484 | 0.03% | 0.03% | 183 | -217 | -5.68% | Q2 2026 | Aug 04, 2026 |
| CARLSON FINANCIAL, INC. | History | Reduced | 3,547 | 477 | 0.24% | 0.23% | 184 | -95 | -2.61% | Q2 2026 | Aug 24, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 3,500 | 470 | 0.1% | 0.09% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 3,446 | 469 | 0.02% | 0.02% | 186 | -70 | -1.99% | Q2 2026 | Jul 28, 2026 |
| VestGen Advisors, LLC | History | No change | 3,480 | 468 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 3,357 | 451 | 0.14% | 0.15% | 188 | -300 | -8.2% | Q2 2026 | Jul 31, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 3,318 | 446 | 0.01% | 0.02% | 189 | -2,182 | -39.67% | Q2 2026 | Jul 21, 2026 |
| Tradewinds, LLC. | History | Added to | 5,199 | 445 | 0.1% | 0.07% | 190 | +3,351 | 181.33% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 3,300 | 444 | 0.03% | — | 191 | +3,300 | New | Q2 2026 | Aug 14, 2026 |
| Unconventional Investor, LLC | History | No change | 3,291 | 442 | 0.18% | 0.17% | 192 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Manchester Capital Management LLC | History | No change | 3,200 | 430 | 0.06% | 0.05% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 3,152 | 424 | 0.01% | 0.01% | 194 | -942 | -23.01% | Q2 2026 | Jul 09, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 3,157 | 424 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 3,860 | 422 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bawa N Mallick Trust | History | New | 3,123 | 420 | 0.14% | — | 197 | +3,123 | New | Q2 2026 | Aug 14, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 3,038 | 419 | 0.09% | 0.08% | 198 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 3,108 | 418 | 0.01% | 0.01% | 199 | -49 | -1.55% | Q2 2026 | Aug 07, 2026 |
| Mason & Associates Inc | History | No change | 3,067 | 412 | 0.07% | 0.06% | 200 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Eagle Strategies LLC | History | No change | 3,018 | 406 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 3,012 | 405 | 0.01% | 0.01% | 202 | -1,565 | -34.19% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,925 | 393 | 0.02% | 0.02% | 203 | +30 | 1.04% | Q2 2026 | Jul 23, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 2,890 | 388 | 0.11% | 0.1% | 204 | -93 | -3.12% | Q2 2026 | Aug 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 2,900 | 385 | 0.02% | 0.02% | 205 | -82 | -2.75% | Q2 2026 | Jul 14, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 2,816 | 378 | 0.11% | 0.11% | 207 | -89 | -3.06% | Q2 2026 | Jul 09, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 2,815 | 378 | 0.0% | 0.0% | 206 | -3 | -0.11% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,809 | 377 | 0.0% | 0.0% | 208 | -408 | -12.68% | Q2 2026 | Aug 13, 2026 |
| Pines Wealth Management, LLC | History | Added to | 2,752 | 370 | 0.11% | 0.09% | 209 | +158 | 6.09% | Q2 2026 | Jul 22, 2026 |
| KLCM Advisors, Inc. | History | No change | 2,714 | 365 | 0.03% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 2,701 | 363 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 2,678 | 360 | 0.0% | 0.0% | 212 | -305 | -10.22% | Q2 2026 | Aug 10, 2026 |
| LexAurum Advisors, LLC | History | No change | 2,659 | 357 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Harvest Investment Services, LLC | History | Added to | 2,647 | 356 | 0.06% | 0.05% | 214 | +374 | 16.45% | Q2 2026 | Aug 14, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 2,637 | 354 | 0.04% | 0.03% | 215 | +495 | 23.11% | Q2 2026 | Jul 31, 2026 |
| Ballew Advisors, Inc | History | No change | 2,612 | 352 | 0.18% | 0.16% | 216 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 2,500 | 349 | 0.06% | 0.06% | 217 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 2,576 | 346 | 0.0% | 0.0% | 218 | -40 | -1.53% | Q2 2026 | Aug 05, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 2,566 | 345 | 0.27% | 0.19% | 219 | +595 | 30.19% | Q2 2026 | Jul 24, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 2,560 | 344 | 0.12% | 0.11% | 220 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,556 | 343 | 0.0% | 0.0% | 221 | +30 | 1.19% | Q2 2026 | Aug 12, 2026 |
| Trek Financial, LLC | History | Reduced | 2,469 | 332 | 0.02% | 0.01% | 222 | -48 | -1.91% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 2,455 | 330 | 0.02% | 0.02% | 223 | -318 | -11.47% | Q2 2026 | Jul 15, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 2,425 | 326 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fonville Wealth Management LLC | History | No change | 2,417 | 325 | 0.05% | 0.05% | 225 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 2,933 | 320 | 0.08% | 0.08% | 226 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sequent Planning LLC | History | Reduced | 2,351 | 316 | 0.07% | 0.06% | 228 | -100 | -4.08% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 2,349 | 316 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 2,331 | 313 | 0.01% | 0.01% | 229 | -242 | -9.41% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 2,326 | 312 | 0.01% | 0.01% | 230 | -534 | -18.67% | Q2 2026 | Jul 27, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | No change | 2,297 | 309 | 0.21% | 0.19% | 231 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,265 | 304 | 0.0% | 0.0% | 232 | +84 | 3.85% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Family Advisors, LLC | History | New | 2,225 | 299 | 0.13% | — | 233 | +2,225 | New | Q2 2026 | Aug 14, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 2,176 | 292 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Core Wealth Partners LLC | History | Reduced | 2,157 | 290 | 0.12% | 0.13% | 235 | -390 | -15.31% | Q2 2026 | Jul 17, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | No change | 2,141 | 288 | 0.12% | 0.11% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisor OS, LLC | History | Reduced | 2,133 | 287 | 0.02% | 0.03% | 237 | -1,449 | -40.45% | Q2 2026 | Aug 05, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 2,128 | 286 | 0.03% | 0.03% | 238 | -161 | -7.03% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | New | 2,093 | 281 | 0.0% | — | 241 | +2,093 | New | Q2 2026 | Aug 14, 2026 |
| Forum Finance Group S.A. | History | Added to | 2,585 | 281 | 0.1% | 0.12% | 240 | +45 | 1.77% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Added to | 2,092 | 281 | 0.0% | 0.0% | 239 | +3 | 0.14% | Q2 2026 | Aug 04, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 2,075 | 279 | 0.01% | 0.01% | 242 | +40 | 1.97% | Q2 2026 | Jul 24, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 2,095 | 278 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,060 | 277 | 0.0% | 0.0% | 245 | +131 | 6.79% | Q2 2026 | Jul 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,064 | 277 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 2,051 | 275 | 0.0% | 0.0% | 246 | +118 | 6.1% | Q2 2026 | Aug 10, 2026 |
| Global Assets Advisory, LLC | History | No change | 2,000 | 274 | 0.06% | 0.06% | 247 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 2,015 | 271 | 0.01% | 0.01% | 248 | -19 | -0.93% | Q2 2026 | Jul 28, 2026 |
| WEALTH EFFECTS LLC | History | No change | 2,013 | 270 | 0.07% | 0.08% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 2,004 | 269 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 2,000 | 269 | 0.04% | 0.04% | 251 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Meridian Wealth Advisors, LLC | History | New | 1,995 | 268 | 0.03% | — | 252 | +1,995 | New | Q2 2026 | Aug 14, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 1,971 | 265 | 0.03% | 0.03% | 254 | -59 | -2.91% | Q2 2026 | Aug 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 1,974 | 265 | 0.0% | 0.0% | 253 | -33 | -1.64% | Q2 2026 | Aug 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 1,946 | 261 | 0.01% | 0.01% | 255 | +25 | 1.3% | Q2 2026 | Jul 24, 2026 |
| Alteri Wealth LLC | History | Reduced | 1,911 | 257 | 0.07% | 0.08% | 256 | -405 | -17.49% | Q2 2026 | Jul 29, 2026 |
| Banco Santander, S.A. | History | No change | 1,890 | 254 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BROWN ADVISORY INC | History | Reduced | 1,885 | 253 | 0.0% | 0.0% | 258 | -10 | -0.53% | Q2 2026 | Aug 14, 2026 |
| Collier Financial | History | Reduced | 1,858 | 250 | 0.17% | 0.16% | 259 | -31 | -1.64% | Q2 2026 | Jul 30, 2026 |
| CIBC Bancorp USA Inc. | History | Reduced | 1,850 | 248 | 0.0% | 0.0% | 260 | -3,344 | -64.38% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 1,832 | 246 | 0.0% | 0.0% | 261 | +213 | 13.16% | Q2 2026 | Jul 30, 2026 |
| Traction Financial Partners, LLC | History | No change | 1,835 | 246 | 0.13% | 0.12% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| United Advisor Group, LLC | History | New | 1,811 | 243 | 0.03% | — | 265 | +1,811 | New | Q2 2026 | Jul 29, 2026 |
| RDA Financial Network | History | New | 1,810 | 243 | 0.05% | — | 264 | +1,810 | New | Q2 2026 | Jul 06, 2026 |
| Acropolis Investment Management, LLC | History | No change | 1,808 | 243 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BANK HAPOALIM BM | History | Reduced | 1,779 | 239 | 0.02% | 0.07% | 266 | -2,635 | -59.7% | Q2 2026 | Aug 05, 2026 |
| Balboa Wealth Partners | History | New | 1,758 | 236 | 0.03% | — | 267 | +1,758 | New | Q2 2026 | Aug 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 1,752 | 235 | 0.0% | — | 268 | +1,752 | New | Q2 2026 | Jul 20, 2026 |
| Avantax Planning Partners, Inc. | History | New | 1,740 | 234 | 0.01% | — | 269 | +1,740 | New | Q2 2026 | Jul 28, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 1,704 | 229 | 0.09% | 0.13% | 271 | -908 | -34.76% | Q2 2026 | Aug 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,098 | 229 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 1,634 | 227 | 0.0% | 0.0% | 272 | -66 | -3.88% | Q2 2026 | Jul 27, 2026 |
| Trexquant Investment LP | History | New | 1,685 | 226 | 0.0% | — | 273 | +1,685 | New | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 1,660 | 223 | 0.0% | — | 274 | +1,660 | New | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,657 | 222 | 0.02% | 0.02% | 275 | -408 | -19.76% | Q2 2026 | Jul 28, 2026 |
| Quadcap Wealth Management, LLC | History | New | 1,639 | 220 | 0.02% | — | 277 | +1,639 | New | Q2 2026 | Jul 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 1,640 | 220 | 0.0% | 0.0% | 276 | -74 | -4.32% | Q2 2026 | Aug 13, 2026 |
| Tidemark, LLC | History | No change | 1,629 | 219 | 0.05% | 0.05% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 1,612 | 216 | 0.07% | — | 279 | +1,612 | New | Q2 2026 | Aug 04, 2026 |
| IPG Investment Advisors LLC | History | New | 1,600 | 215 | 0.03% | — | 280 | +1,600 | New | Q2 2026 | Aug 12, 2026 |
| LightSquare Wealth Management, LLC | History | New | 1,595 | 214 | 0.15% | — | 282 | +1,595 | New | Q2 2026 | Aug 03, 2026 |
| Cascade Financial Partners, LLC | History | New | 1,594 | 214 | 0.02% | — | 281 | +1,594 | New | Q2 2026 | Aug 04, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 1,590 | 213 | 0.0% | 0.0% | 283 | -440 | -21.67% | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | New | 1,576 | 212 | 0.04% | — | 284 | +1,576 | New | Q2 2026 | Aug 05, 2026 |
| IEQ CAPITAL, LLC | History | New | 1,559 | 209 | 0.0% | — | 285 | +1,559 | New | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 1,549 | 208 | 0.0% | — | 286 | +1,549 | New | Q2 2026 | Aug 18, 2026 |
| Indivisible Partners | History | New | 1,546 | 208 | 0.01% | — | 287 | +1,546 | New | Q2 2026 | Aug 04, 2026 |
| Carnegie Investment Counsel | History | New | 1,545 | 207 | 0.0% | — | 289 | +1,545 | New | Q2 2026 | Jul 30, 2026 |
| Wealth Management Associates, Inc. | History | New | 1,540 | 207 | 0.06% | — | 290 | +1,540 | New | Q2 2026 | Jul 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,545 | 207 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Regent Peak Wealth Advisors LLC | History | New | 1,533 | 206 | 0.04% | — | 291 | +1,533 | New | Q2 2026 | Jul 10, 2026 |
| Premier Path Wealth Partners, LLC | History | New | 1,502 | 202 | 0.02% | — | 292 | +1,502 | New | Q2 2026 | Jul 21, 2026 |
| AlphaCore Capital LLC | History | Reduced | 1,437 | 193 | 0.0% | 0.0% | 293 | -21 | -1.44% | Q2 2026 | Aug 06, 2026 |
| Ankerstar Wealth, LLC | History | No change | 1,320 | 177 | 0.15% | 0.15% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,297 | 174 | 0.0% | 0.0% | 295 | +81 | 6.66% | Q2 2026 | Aug 06, 2026 |
| GeoWealth Management, LLC | History | Reduced | 1,279 | 172 | 0.01% | 0.01% | 296 | -67 | -4.98% | Q2 2026 | Jul 30, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,281 | 172 | 0.0% | 0.0% | 297 | -23 | -1.76% | Q2 2026 | Aug 03, 2026 |
| REAP Financial Group, LLC | History | No change | 1,264 | 170 | 0.03% | 0.03% | 298 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| J.Safra Asset Management Corp | History | No change | 1,246 | 167 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,236 | 166 | 0.0% | 0.0% | 300 | -8,388 | -87.16% | Q2 2026 | Aug 13, 2026 |