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 | No change | 1,425,293 | 191,787 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 914,073 | 122,997 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 851,862 | 114,626 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 446,700 | 60,107 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 420,485 | 56,580 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 375,342 | 50,505 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 237,157 | 31,911 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 202,690 | 27,274 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 152,272 | 20,489 | 0.24% | 0.24% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 145,868 | 19,625 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 136,129 | 18,317 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 116,251 | 15,449 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 111,288 | 14,979 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 105,364 | 14,177 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 85,990 | 14,102 | 0.03% | 0.03% | 15 | +3,634 | 4.41% | Q3 2026 | Nov 02, 2026 |
| Kirkwood Financial Services | History | No change | 86,165 | 11,600 | 3.32% | 3.32% | 16 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 81,062 | 10,907 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 62,727 | 10,286 | 0.01% | 0.01% | 18 | +689 | 1.11% | Q3 2026 | Nov 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 61,861 | 10,144 | 0.03% | 0.02% | 19 | +7,151 | 13.07% | Q3 2026 | Nov 02, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 72,861 | 9,804 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CITADEL ADVISORS LLC | History | No change | 72,772 | 9,792 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 62,823 | 8,453 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 62,595 | 8,422 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 51,153 | 8,388 | 0.15% | 0.13% | 24 | +911 | 1.81% | Q3 2026 | Oct 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 61,017 | 8,210 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 60,684 | 8,165 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Reduced | 46,630 | 7,769 | 1.41% | 1.17% | 27 | -625 | -1.32% | Q3 2026 | Oct 22, 2026 |
| Janney Montgomery Scott LLC | History | No change | 52,991 | 7,130 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 44,386 | 5,972 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 43,644 | 5,872 | 0.14% | 0.14% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ignite Planners, LLC | History | Reduced | 33,926 | 5,563 | 0.72% | 0.63% | 31 | -380 | -1.11% | Q3 2026 | Oct 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 39,272 | 5,284 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 31,482 | 5,162 | 0.2% | 0.02% | 33 | +28,582 | 985.59% | Q3 2026 | Oct 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 37,221 | 5,008 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 33,327 | 4,484 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 26,865 | 4,405 | 0.25% | 0.26% | 36 | -6,154 | -18.64% | Q3 2026 | Oct 09, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 31,597 | 4,251 | 0.2% | 0.2% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | No change | 31,094 | 4,183 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 30,708 | 4,131 | 0.66% | 0.66% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quadrature Capital Ltd | History | No change | 30,485 | 4,102 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Qube Research & Technologies Ltd | History | No change | 30,268 | 4,072 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 30,028 | 4,040 | 0.21% | 0.21% | 42 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Florin Court Capital LLP | History | Added to | 24,100 | 3,952 | 4.08% | 1.8% | 43 | +15,900 | 193.9% | Q3 2026 | Nov 02, 2026 |
| Wealthfront Advisers LLC | History | No change | 28,121 | 3,783 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 22,623 | 3,709 | 0.34% | 0.29% | 46 | -788 | -3.37% | Q3 2026 | Nov 02, 2026 |
| HighTower Advisors, LLC | History | No change | 27,567 | 3,709 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 21,919 | 3,594 | 0.02% | 0.02% | 47 | -100 | -0.45% | Q3 2026 | Oct 27, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 26,431 | 3,556 | 1.48% | 1.48% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 20,421 | 3,348 | 0.04% | 0.03% | 49 | -366 | -1.76% | Q3 2026 | Oct 26, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 24,350 | 3,278 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 19,142 | 3,139 | 1.74% | 1.5% | 51 | -733 | -3.69% | Q3 2026 | Oct 13, 2026 |
| Great Diamond Partners, LLC | History | New | 18,619 | 3,053 | 0.51% | — | 52 | +18,619 | New | Q3 2026 | Oct 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 22,409 | 3,015 | 0.55% | 0.55% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 21,992 | 2,959 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Simplicity Wealth,LLC | History | Added to | 17,581 | 2,883 | 0.08% | 0.03% | 55 | +11,089 | 170.81% | Q3 2026 | Oct 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 17,385 | 2,850 | 0.02% | 0.0% | 56 | +15,325 | 743.93% | Q3 2026 | Oct 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 20,937 | 2,817 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 20,596 | 2,771 | 0.06% | 0.06% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 20,206 | 2,718 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 19,919 | 2,680 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 19,825 | 2,668 | 0.06% | 0.06% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 19,479 | 2,621 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 19,397 | 2,607 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concorde Asset Management, LLC | History | No change | 19,129 | 2,573 | 1.49% | 1.49% | 64 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 18,797 | 2,529 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,794 | 2,516 | 0.0% | 0.0% | 66 | +1,190 | 8.75% | Q3 2026 | Oct 13, 2026 |
| Sage Capital Management, LLC | History | No change | 14,679 | 2,408 | 0.91% | 0.77% | 67 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 14,503 | 2,378 | 0.16% | 0.14% | 68 | -1,230 | -7.82% | Q3 2026 | Oct 26, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 14,468 | 2,372 | 0.0% | 0.0% | 69 | -1,174 | -7.51% | Q3 2026 | Oct 30, 2026 |
| &PARTNERS | History | No change | 17,228 | 2,318 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 14,438 | 2,308 | 0.03% | 0.03% | 71 | -71 | -0.49% | Q3 2026 | Nov 04, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 14,063 | 2,306 | 0.71% | 0.49% | 72 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Sigma Planning Corp | History | Added to | 14,089 | 2,305 | 0.06% | 0.04% | 73 | +2,320 | 19.71% | Q3 2026 | Oct 23, 2026 |
| FMR LLC | History | No change | 17,125 | 2,304 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FULTON BANK, N.A. | History | Reduced | 13,652 | 2,238 | 0.07% | 0.06% | 75 | -36 | -0.26% | Q3 2026 | Oct 14, 2026 |
| Mutual Advisors, LLC | History | No change | 16,583 | 2,231 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 16,430 | 2,210 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 16,052 | 2,159 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 13,125 | 2,152 | 0.24% | 0.2% | 79 | -20 | -0.15% | Q3 2026 | Oct 21, 2026 |
| High Point Wealth Management, LLC | History | No change | 15,836 | 2,130 | 1.74% | 1.74% | 80 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lido Advisors, LLC | History | Reduced | 12,916 | 2,118 | 0.01% | 0.0% | 81 | -691 | -5.08% | Q3 2026 | Nov 04, 2026 |
| Creative Planning | History | Added to | 12,739 | 2,089 | 0.0% | 0.0% | 82 | +1,230 | 10.69% | Q3 2026 | Nov 02, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 12,410 | 2,035 | 0.01% | 0.01% | 83 | -479 | -3.72% | Q3 2026 | Oct 08, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 14,875 | 2,001 | 0.12% | 0.12% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apollon Financial, LLC | History | Added to | 12,037 | 1,973 | 0.22% | 0.18% | 86 | +615 | 5.38% | Q3 2026 | Oct 23, 2026 |
| Mariner, LLC | History | No change | 14,667 | 1,973 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keebeck Wealth Management | History | No change | 14,620 | 1,967 | 0.19% | 0.19% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITY HOLDING CO | History | Reduced | 11,751 | 1,927 | 0.21% | 0.19% | 88 | -720 | -5.77% | Q3 2026 | Oct 19, 2026 |
| HRT FINANCIAL LP | History | No change | 14,310 | 1,925 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 11,697 | 1,918 | 0.1% | 0.08% | 90 | -265 | -2.22% | Q3 2026 | Oct 26, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 11,402 | 1,869 | 0.27% | 0.22% | 91 | +707 | 6.61% | Q3 2026 | Oct 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 11,300 | 1,853 | 0.02% | 0.02% | 92 | -219 | -1.9% | Q3 2026 | Oct 23, 2026 |
| Belvedere Trading LLC | History | No change | 12,434 | 1,673 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 10,189 | 1,670 | 0.02% | 0.01% | 94 | +562 | 5.84% | Q3 2026 | Oct 30, 2026 |
| Belpointe Asset Management LLC | History | No change | 12,351 | 1,661 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vontobel Holding Ltd. | History | Added to | 10,010 | 1,641 | 0.01% | 0.0% | 96 | +10 | 0.1% | Q3 2026 | Oct 16, 2026 |
| CITIGROUP INC | History | Reduced | 9,509 | 1,559 | 0.0% | 0.0% | 97 | -247 | -2.53% | Q3 2026 | Nov 04, 2026 |
| MIRAMONTES CAPITAL, LLC | History | No change | 9,280 | 1,521 | 0.46% | 0.39% | 98 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| IFG Advisory, LLC | History | No change | 11,134 | 1,498 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SP Asset Management LLC | History | No change | 11,010 | 1,481 | 0.12% | 0.12% | 100 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 10,803 | 1,453 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 10,640 | 1,431 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 10,525 | 1,416 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WCG Wealth Advisors LLC | History | No change | 10,435 | 1,404 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 10,401 | 1,399 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighPoint Advisor Group LLC | History | No change | 10,314 | 1,387 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 9,941 | 1,337 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | Reduced | 7,970 | 1,306 | 0.23% | 0.21% | 108 | -838 | -9.51% | Q3 2026 | Oct 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 9,701 | 1,305 | 0.08% | 0.08% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 7,946 | 1,303 | 0.06% | 0.05% | 110 | +20 | 0.25% | Q3 2026 | Oct 15, 2026 |
| 1776 Wealth LLC | History | No change | 9,393 | 1,263 | 0.45% | 0.45% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 9,310 | 1,252 | 0.28% | 0.28% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 7,629 | 1,251 | 1.05% | 1.01% | 113 | -1,147 | -13.07% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 7,471 | 1,225 | 0.02% | 0.02% | 114 | -2,217 | -22.88% | Q3 2026 | Oct 16, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 7,463 | 1,223 | 0.42% | 0.34% | 115 | +1,018 | 15.8% | Q3 2026 | Nov 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,985 | 1,209 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,575 | 1,153 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,560 | 1,151 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 6,967 | 1,143 | 0.01% | — | 119 | +6,967 | New | Q3 2026 | Oct 26, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 8,408 | 1,131 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 8,338 | 1,121 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 6,824 | 1,119 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Waverly Advisors, LLC | History | No change | 8,300 | 1,116 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 4,756 | 1,096 | 0.4% | 0.34% | 124 | -1,931 | -28.88% | Q3 2026 | Nov 03, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 6,610 | 1,083 | 0.01% | 0.01% | 125 | -1,425 | -17.73% | Q3 2026 | Oct 28, 2026 |
| Rathbones Group PLC | History | No change | 7,886 | 1,061 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,851 | 1,056 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 6,328 | 1,037 | 0.1% | 0.09% | 128 | +59 | 0.94% | Q3 2026 | Oct 19, 2026 |
| PETERSON WEALTH MANAGEMENT | History | No change | 7,670 | 1,032 | 0.48% | 0.48% | 129 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Western Wealth Management, LLC | History | No change | 7,486 | 1,007 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | No change | 7,258 | 976 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 5,954 | 976 | 0.06% | 0.05% | 132 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ACORN CREEK CAPITAL LLC | History | No change | 7,246 | 975 | 0.33% | 0.33% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | Reduced | 5,941 | 974 | 0.03% | 0.03% | 134 | -461 | -7.2% | Q3 2026 | Oct 30, 2026 |
| XTX Topco Ltd | History | No change | 7,235 | 973 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBK Sorce Advisory LLC | History | No change | 6,305 | 967 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HB Wealth Management, LLC | History | No change | 5,531 | 907 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| PFG Advisors | History | New | 5,517 | 904 | 0.05% | — | 138 | +5,517 | New | Q3 2026 | Oct 15, 2026 |
| Savant Capital, LLC | History | No change | 6,019 | 891 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 6,126 | 824 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | No change | 6,058 | 815 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Osbon Capital Management LLC | History | No change | 6,038 | 812 | 0.64% | 0.64% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 4,885 | 801 | 0.03% | — | 143 | +4,885 | New | Q3 2026 | Oct 26, 2026 |
| Quantinno Capital Management LP | History | No change | 5,925 | 797 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 4,853 | 795 | 0.2% | 0.17% | 145 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 4,440 | 743 | 0.01% | 0.01% | 147 | -700 | -13.62% | Q3 2026 | Oct 26, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 5,526 | 743 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ally Invest Advisors Inc. | History | No change | 5,472 | 736 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Added to | 4,433 | 726 | 0.01% | 0.01% | 149 | +156 | 3.65% | Q3 2026 | Oct 15, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 4,375 | 717 | 0.07% | 0.06% | 150 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Capstone Wealth Management Group, Inc. | History | No change | 4,370 | 716 | 0.42% | 0.35% | 151 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 5,315 | 715 | 0.17% | 0.17% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 4,316 | 707 | 0.03% | 0.02% | 153 | +163 | 3.92% | Q3 2026 | Oct 23, 2026 |
| MAI Capital Management | History | No change | 5,238 | 704 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ICONIQ Capital, LLC | History | No change | 5,235 | 704 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,140 | 691 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 4,194 | 687 | 0.01% | 0.01% | 158 | +1,042 | 33.06% | Q3 2026 | Oct 21, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 5,108 | 687 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 4,123 | 676 | 0.03% | 0.02% | 159 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 4,117 | 675 | 0.26% | 0.2% | 160 | -34 | -0.82% | Q3 2026 | Oct 15, 2026 |
| StoneX Group Inc. | History | Reduced | 4,200 | 672 | 0.02% | 0.02% | 161 | -110 | -2.55% | Q3 2026 | Nov 03, 2026 |
| Beacon Financial Advisory LLC | History | No change | 4,096 | 671 | 0.13% | 0.11% | 162 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,980 | 664 | 0.04% | 0.03% | 163 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Warner Group LLC | History | No change | 4,822 | 648 | 0.16% | 0.16% | 164 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PFG Investments, LLC | History | No change | 4,759 | 640 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 4,756 | 639 | 0.06% | 0.06% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 4,731 | 636 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 5,781 | 634 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 4,702 | 632 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Reliant Investment Partners, LLC | History | No change | 4,700 | 632 | 0.43% | 0.43% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 3,758 | 616 | 0.15% | 0.13% | 171 | -57 | -1.49% | Q3 2026 | Oct 19, 2026 |
| Corient Private Wealth LP | History | No change | 4,407 | 593 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| VestGen Advisors, LLC | History | Reduced | 3,445 | 564 | 0.02% | 0.01% | 173 | -35 | -1.01% | Q3 2026 | Oct 27, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 3,423 | 561 | 0.06% | — | 174 | +3,423 | New | Q3 2026 | Oct 30, 2026 |
| BlackRock, Inc. | History | No change | 4,139 | 556 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 4,119 | 554 | 0.21% | 0.21% | 176 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 3,359 | 550 | 0.01% | 0.01% | 177 | +251 | 8.08% | Q3 2026 | Oct 22, 2026 |
| Manchester Capital Management LLC | History | No change | 3,200 | 524 | 0.07% | 0.06% | 178 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 3,167 | 518 | 0.03% | 0.02% | 179 | +242 | 8.27% | Q3 2026 | Oct 30, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 3,157 | 517 | 0.05% | 0.04% | 180 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Glassman Wealth Services | History | No change | 3,757 | 505 | 0.06% | 0.06% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 3,741 | 503 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 3,735 | 502 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eagle Strategies LLC | History | No change | 3,018 | 494 | 0.05% | 0.04% | 184 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 3,038 | 491 | 0.1% | 0.09% | 185 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Advisory Services Network, LLC | History | No change | 3,649 | 490 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 3,603 | 484 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 3,547 | 477 | 0.24% | 0.24% | 188 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Stonebridge Financial Group, LLC | History | New | 2,889 | 473 | 0.03% | — | 189 | +2,889 | New | Q3 2026 | Oct 01, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 3,500 | 470 | 0.1% | 0.1% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kovack Advisors, Inc. | History | No change | 3,446 | 469 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Balance Wealth Partners LLC | History | Reduced | 2,859 | 468 | 0.11% | 0.14% | 192 | -1,026 | -26.41% | Q3 2026 | Oct 27, 2026 |
| Pines Wealth Management, LLC | History | Added to | 2,790 | 457 | 0.13% | 0.11% | 193 | +38 | 1.38% | Q3 2026 | Oct 21, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 3,357 | 451 | 0.14% | 0.14% | 194 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 2,749 | 450 | 0.13% | 0.11% | 195 | -67 | -2.38% | Q3 2026 | Oct 19, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 3,318 | 446 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tradewinds, LLC. | History | No change | 5,199 | 445 | 0.1% | 0.1% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 3,300 | 444 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Unconventional Investor, LLC | History | No change | 3,291 | 442 | 0.18% | 0.18% | 199 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 2,701 | 442 | 0.03% | 0.02% | 200 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Ballew Advisors, Inc | History | No change | 2,612 | 439 | 0.22% | 0.18% | 201 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| LexAurum Advisors, LLC | History | No change | 2,659 | 436 | 0.05% | 0.04% | 202 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 2,611 | 428 | 0.01% | — | 203 | +2,611 | New | Q3 2026 | Oct 29, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 2,566 | 420 | 0.25% | 0.21% | 204 | +269 | 11.71% | Q3 2026 | Oct 13, 2026 |
| Bawa N Mallick Trust | History | No change | 3,123 | 420 | 0.14% | 0.14% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 2,560 | 419 | 0.15% | 0.12% | 206 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Fortune Financial Group, Inc. | History | Reduced | 2,536 | 415 | 0.37% | 0.27% | 207 | -30 | -1.17% | Q3 2026 | Oct 22, 2026 |
| Mason & Associates Inc | History | No change | 3,067 | 412 | 0.07% | 0.07% | 208 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 2,500 | 409 | 0.07% | 0.06% | 209 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 3,012 | 405 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trek Financial, LLC | History | No change | 2,469 | 404 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 2,425 | 397 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Fonville Wealth Management LLC | History | No change | 2,417 | 396 | 0.06% | 0.05% | 213 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 2,890 | 388 | 0.11% | 0.11% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 2,347 | 384 | 0.0% | 0.0% | 215 | -229 | -8.89% | Q3 2026 | Oct 20, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 2,308 | 378 | 0.1% | 0.07% | 217 | +295 | 14.65% | Q3 2026 | Oct 23, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,815 | 378 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,809 | 377 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisor OS, LLC | History | Added to | 2,291 | 375 | 0.02% | 0.02% | 219 | +158 | 7.41% | Q3 2026 | Nov 03, 2026 |
| KLCM Advisors, Inc. | History | No change | 2,714 | 365 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| QTR Family Wealth, LLC | History | New | 2,222 | 364 | 0.14% | — | 221 | +2,222 | New | Q3 2026 | Nov 02, 2026 |
| NewEdge Wealth, LLC | History | No change | 2,678 | 360 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Harvest Investment Services, LLC | History | No change | 2,647 | 356 | 0.06% | 0.06% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 2,176 | 356 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 2,637 | 354 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | No change | 2,141 | 351 | 0.15% | 0.12% | 226 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 2,126 | 348 | 0.01% | 0.01% | 227 | -223 | -9.49% | Q3 2026 | Oct 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,556 | 343 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | No change | 2,092 | 343 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Global Assets Advisory, LLC | History | No change | 2,000 | 339 | 0.07% | 0.06% | 230 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 1,986 | 333 | 1.86% | 2.13% | 231 | -9,006 | -81.93% | Q3 2026 | Nov 02, 2026 |
| Core Wealth Partners LLC | History | Reduced | 2,006 | 328 | 0.13% | 0.12% | 233 | -151 | -7.0% | Q3 2026 | Oct 30, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 2,004 | 328 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 2,000 | 327 | 0.05% | 0.04% | 234 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 1,960 | 321 | 0.01% | 0.01% | 235 | -55 | -2.73% | Q3 2026 | Oct 22, 2026 |
| ASSETMARK, INC | History | Added to | 1,949 | 319 | 0.0% | 0.0% | 236 | +117 | 6.39% | Q3 2026 | Oct 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,936 | 317 | 0.0% | 0.0% | 237 | -329 | -14.53% | Q3 2026 | Nov 03, 2026 |
| Sequent Planning LLC | History | No change | 2,351 | 316 | 0.07% | 0.07% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 2,331 | 313 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 2,326 | 312 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BFC Planning, Inc. | History | No change | 2,235 | 300 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 2,225 | 299 | 0.13% | 0.13% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 1,813 | 297 | 0.0% | 0.02% | 243 | -6,371 | -77.85% | Q3 2026 | Nov 03, 2026 |
| Acropolis Investment Management, LLC | History | No change | 1,808 | 296 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| RDA Financial Network | History | No change | 1,810 | 296 | 0.06% | 0.05% | 245 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| United Advisor Group, LLC | History | No change | 1,811 | 296 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 1,769 | 290 | 0.01% | 0.02% | 247 | -686 | -27.94% | Q3 2026 | Oct 21, 2026 |
| Balboa Wealth Partners | History | Reduced | 1,753 | 287 | 0.04% | 0.03% | 248 | -5 | -0.28% | Q3 2026 | Oct 20, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 2,128 | 286 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,093 | 281 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forum Finance Group S.A. | History | No change | 2,585 | 281 | 0.1% | 0.1% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 2,075 | 279 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fulcrum Equity Management | History | New | 1,701 | 278 | 0.22% | — | 254 | +1,701 | New | Q3 2026 | Oct 21, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 2,095 | 278 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,064 | 277 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 2,051 | 275 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,657 | 271 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 1,995 | 268 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 1,619 | 265 | 0.03% | 0.02% | 261 | -20 | -1.22% | Q3 2026 | Nov 02, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,974 | 265 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 1,971 | 265 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Polaris Financial Partners | History | New | 1,592 | 263 | 0.12% | — | 262 | +1,592 | New | Q3 2026 | Oct 02, 2026 |
| IPG Investment Advisors LLC | History | No change | 1,600 | 262 | 0.04% | 0.03% | 263 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| HUB Investment Partners, LLC | History | New | 1,569 | 257 | 0.0% | — | 265 | +1,569 | New | Q3 2026 | Nov 03, 2026 |
| Alteri Wealth LLC | History | No change | 1,911 | 257 | 0.07% | 0.07% | 264 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Keystone Wealth Services, LLC | History | No change | 1,576 | 256 | 0.05% | 0.04% | 266 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Kestra Investment Management, LLC | History | New | 1,556 | 255 | 0.0% | — | 268 | +1,556 | New | Q3 2026 | Nov 04, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 1,555 | 255 | 0.0% | 0.0% | 267 | -197 | -11.24% | Q3 2026 | Oct 15, 2026 |
| Banco Santander, S.A. | History | No change | 1,890 | 254 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BROWN ADVISORY INC | History | No change | 1,885 | 253 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carnegie Investment Counsel | History | No change | 1,545 | 253 | 0.01% | 0.0% | 271 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| LightSquare Wealth Management, LLC | History | Reduced | 1,540 | 252 | 0.17% | 0.15% | 272 | -55 | -3.45% | Q3 2026 | Nov 02, 2026 |
| Regent Peak Wealth Advisors LLC | History | No change | 1,533 | 251 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Collier Financial | History | No change | 1,858 | 250 | 0.17% | 0.17% | 274 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Indivisible Partners | History | Reduced | 1,520 | 249 | 0.01% | 0.01% | 275 | -26 | -1.68% | Q3 2026 | Oct 26, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 1,850 | 248 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Traction Financial Partners, LLC | History | No change | 1,835 | 246 | 0.13% | 0.13% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essex Bank | History | New | 1,486 | 243 | 0.05% | — | 278 | +1,486 | New | Q3 2026 | Oct 16, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 1,472 | 241 | 0.01% | 0.01% | 279 | -474 | -24.36% | Q3 2026 | Oct 08, 2026 |
| BANK HAPOALIM BM | History | No change | 1,779 | 239 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Coquina Private Wealth LLC | History | New | 1,452 | 238 | 0.16% | — | 281 | +1,452 | New | Q3 2026 | Oct 27, 2026 |
| Rockwood Wealth Management, LLC | History | New | 1,450 | 237 | 0.01% | — | 282 | +1,450 | New | Q3 2026 | Oct 27, 2026 |
| CEERA INVESTMENTS, LLC | History | New | 1,443 | 236 | 0.09% | — | 283 | +1,443 | New | Q3 2026 | Nov 02, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 1,704 | 229 | 0.09% | 0.09% | 284 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,634 | 227 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trexquant Investment LP | History | No change | 1,685 | 226 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,660 | 223 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,640 | 220 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidemark, LLC | History | No change | 1,629 | 219 | 0.05% | 0.05% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 1,334 | 218 | 0.03% | 0.02% | 290 | -168 | -11.19% | Q3 2026 | Oct 16, 2026 |
| Cascade Financial Partners, LLC | History | No change | 1,594 | 214 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 71 West Capital Partners | History | New | 1,301 | 213 | 0.01% | — | 294 | +1,301 | New | Q3 2026 | Nov 04, 2026 |
| WealthBridge Capital Management, LLC | History | New | 1,300 | 213 | 0.04% | — | 293 | +1,300 | New | Q3 2026 | Oct 16, 2026 |
| Gotham Asset Management, LLC | History | No change | 1,590 | 213 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 1,559 | 209 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,549 | 208 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| REAP Financial Group, LLC | History | No change | 1,264 | 207 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Wealth Management Associates, Inc. | History | No change | 1,540 | 207 | 0.06% | 0.06% | 298 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Klingman & Associates, LLC | History | New | 1,250 | 204 | 0.01% | — | 301 | +1,250 | New | Q3 2026 | Oct 20, 2026 |
| Private Wealth Partners, LLC | History | New | 1,248 | 204 | 0.01% | — | 300 | +1,248 | New | Q3 2026 | Oct 22, 2026 |